welcome to bc3’s green tenant toolkit

Welcome to BC3’sGreen Tenant Toolkit

Working Group Meeting 2Tuesday, August 9, 2011

1:00 PM – 4:00 PM Hanson Bridgett, 425 Market St, 26th

Floor

Green Tenant Toolkit Working GroupMeeting #2 Agenda

1:00 – 1:10 Introductory Remarks (Jennifer Berg, Concept Green, LLC)Re-Introductions (Group)

1:10 – 2:40 Green Lease Subgroup update (Zachary Brown, Equity Office Management, LLC)

Discussion/Feedback (Group)

Checklists, Scorecards and other Tools Subgroup update (Jordan O’Brien, Arup)Discussion/Feedback (Group)

Tenant Engagement Subgroup update (Zorana Bosnic, HOK)Discussion/Feedback (Group)

2:40 – 2:50 Break

2:50 – 3:35 Subgroups Break Out

3:35 – 3:55 How shall we market our toolkit? (Alex Spilger, BCCI Construction; Group)

3:35 – 4:00 Wrap-up and next actions

Introductory Remarks

Jennifer Berg, Esq.Senior Associate

Concept Green, LLC

Group Reintroductions

Name, Organization, and Title

Which subgroup are you in?

What is the most exotic place you have visited since our last meeting?

Green Lease

Zachary BrownEquity Office Management

Green Lease Timeline1) Team Selection2) Site Selection3a) Request for Proposal3b) Letter of Intent4a) Lease4b) Work Letter5) Build-Out6) Occupancy7) Renewal

Team Selection1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-Out6)

Occupancy

7) Renewal

• Broker• Attorney• Architect

Site Selection1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-Out6)

Occupancy

7) Renewal

• Identify goals—what is important to tenant?

• Goals could include transportation, energy, LEED, Indoor Air Quality, Corporate Responsibility, etc.

• Consider renewal as well as new lease

Request for Proposal1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-Out6)

Occupancy

7) Renewal

• Present well-defined goals to landlord(s)

• Allows for “apples to apples” comparison of building stock for tenant

Letter of Intent1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-Out6)

Occupancy

7) Renewal

• Business terms defined from goals; negotiations can begin

• Technical terms/standards defined (can become exhibit to lease)

Lease1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-Out6)

Occupancy

7) Renewal

• Legal and binding document between landlord and tenant

Work Letter1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-Out6)

Occupancy

7) Renewal

• Preconstruction and design

• Negotiated roadmap to build-out

• Align architectural program with sustainability / business program

Build-Out1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-

Out6) Occupancy7) Renewal

• Implementation of Work Letter

• Commencement of Operations

Occupancy1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-

Out6) Occu-

pancy7) Renewal

• A lot can change over ten year lease term

• Exercise collaborative lease language

• Implementation of lease-defined conflict resolution and penalty clauses

• Reporting requirements (both tenant and landlord)

• Possibly needing lease riders, addenda, and MOU to address issues

Renewal1) Team

Selection2) Site

Selection3a) Request

for Proposal

3b) Letter of Intent

4a) Lease4b) Work

Letter5) Build-Out6)

Occupancy

7) Renewal

• Threshold event to renew lease or select new location

• Back to the beginning

Scorecards, Checklists, Other Tools

Jordan O’BrienArup

The Green Sheet Goal: Gather publicly

available sustainability data about SF buildings

Make data open-source for public use

Prioritize metrics: LEED & EnergySTAR Transportation Energy & Waste Operations

The Green Sheet (continued)

Metrics are combination of publicly available & owner-submitted

Additional metrics include: More detailed resource usage & supply

statistics Vegetation (Canopy, gardens & green roofs) Local amenities Safety Average commute times Transparency Green tenants

Stakeholder Engagement

Zorana BosnikHOK

Subgroup Break-out

I. Tenant EngagementZorana Bosnic, HOK

II. Green LeaseZachary Brown, Equity Office Management

III. Checklists, Scorecards and Other ToolsJordan O’Brien, Arup

Food for Thought: Marketing

How should we market our tool kit?

What are the upcoming opportunities to communicate our efforts?

Are you aware of any buildings, companies, etc. that would pilot our tool kit?

Final Meeting

September 21, 2011, 1:00 – 4:00 p.m.K & L Gates

Four Embarcadero, Suite 1200Conference Room 12A