Implementing
LEED for Homes
On Your Next ProjectPart 4 of 4
Tepeyac
Photographer: Zeck Butler Architects
Founded 2000
Midwest LEED for Homes Provider
501(c)3 non-profit; mission:
To be a catalyst for market transformation of the built environment through education, third-party verification, and partnership.
Who Am I? • Jason La Fleur• LEED AP Homes
• LEED for Homes Green Rater
• LEED AP BD&C
• IECC Code Reviewer
• Energy Rater
• Passive House Rater
• GreenStar Professional
• Eco Achievers
•USGBC IL greenbuilthometour.org
4 Course Learning Objectives
For the LEED for Homes rating system:
Identify the types of projects which are eligible.
Recognize the roles and responsibilities of key stakeholders
in the LEED certification process.
Recognize goals, intents, and requirements of prerequisites
and key credits, and strategies to meet them.
Plan for key considerations and requirements for the LEED
certification process.
Understand how to navigate and utilize ID, EA & Project
Submittal
Session AgendaPart 1
Introduction
LEED for Homes Overview
Materials & Resources
Part 2 - Last Session Location & Linkages,
Water Efficiency & Sustainable Sites
Part 3 – Today
Energy & Atmosphere
Indoor Environmental Quality Part 4
Innovation and Design (ID)Awareness & Education (AE)
LEED for Homes Version 4 IntroductionLEED Checklist Navigation
LEED registration and Submittal Process How to
Today’s Agenda – Part 4
• Innovation & Design (ID)
• Education & Awareness (A&E)
• Introduction to V4
• Registration & Certification Process
• Submittal Process
• Checklist Review
Continuing Education
Alliance for Environmental Sustainability is a Registered Provider with The
American Institute of Architects Continuing Education Systems (AIA/CES),
and the Green Building Certification Institute (GBCI). Credit earned on
completion of this program will be reported to AIA members and GBCI.
Certificates of Completion are available on request.
This program is registered with the AIA/CES and GBCI for continuing
professional education. As such, it does not include content that may be
deemed or construed to be an approval or endorsement by the AIA, GBCI or
any other education provider, of any material of construction or any method
or manner of handling, using, distributing, or dealing in any material or
product. Questions related to specific materials, methods, and services will
be addressed at the conclusion of this presentation.
Innovation &
Design
Understanding the
LEED for Homes
Rating SystemPhotographer: Rich Williams
• Mitigate durability risks
DURABILITY
INTEGRATED
PROJECT PLANNING
• Involve a LEED AP Homes
• Conduct preliminary rating
•Follow integrated, systems-
oriented design
• Orient home for solar design
INNOVATIVE OR
REGIONAL DESIGN
• Pursue new green strategies
Innovation & Design Process
ID 1
Integrated Project Planning
ID 2
Durability Management Process
ID 3
Innovative or Regional Design
Innovation & Design (ID)Credits
CREDIT TITLE POINTS
ID Prerequisite 1.1 Integrated Project Planning – Preliminary Rating Required
ID Credit 1.2 Integrated Project Planning – Integrated Project Team 1
ID Credit 1.3 Integrated Project Planning – Professional with LEED
AP for Homes Credential1
ID Credit 1.4 Integrated Project Planning – Design Charrette 1
ID Credit 1.5 Integrated Project Planning – Building Orientation for
Solar Design1
ID Prerequisite 2.1 Durability Planning Required
ID Prerequisite 2.2 Durability Management Required
ID Credit 2.3 Third-Party Durability Management Verification 3
ID Credit 3 Innovative or Regional Design 1-4
ID Prerequisite1.1 Preliminary Rating
Integrated
Project Planning
Maximize opportunities for integrated, cost-effective adoption
of green design and construction strategies.
Required
Photographer: Brett Dillon
Conduct a
preliminary LEED for
Homes meeting with
the Provider and key
project team
members.
Create an action plan that identifies :
• Targeted LEED award level
• Credits selected to meet the targeted
award level
• Party accountable for meeting
requirements for each credit
ID Prerequisite1.1 Preliminary Rating
ID Credit 1.3 Professional with LEED AP for Homes Credential
Integrated
Project Planning
Maximize opportunities for integrated, cost-effective adoption of
green design and construction strategies.
1 Point
usgbc.org/leed/credentials
LEED Exam Prep
• Green Associates & LEED AP H Online Practice Test
• Practice Test
• Study Guides
http://www.ecoachievers.com/
usgbc.org/leed/credentials
LEED v4 credential exams June 2014
The last day to take the credential exams with LEED v2009 (2008 Homes) content will be June 15, 2014.
ID Prerequisite 2.1Durability Planning
Durability
Promote durability and high performance of building enclosure and systems.
Use appropriate design, materials, and construction practices.Required
Photographer: Brett Dillon
Conduct a durability
evaluation of the site
to assess risks.
Develop strategies to
address any risks
found.
Before construction:
• Identify all moderate- and high-risk durability
issues for building enclosure
• Develop specific measures to respond
• Incorporate applicable indoor moisture control
measures
• Incorporate measures into project documents
• List measures in durability inspection checklist
ID Prerequisite 2.1 Durability Planning
ID Prerequisite 2.2Durability Management
Durability
Promote durability and high performance of building enclosure and systems.
Use appropriate design, materials, and construction practices.Required
During construction:
• Have a quality management process in place to ensure
installation of durability measures
• Inspect and check off each measure on durability checklist
ID Prerequisite 2.2 Durability Management
During & after construction:
• Green Rater Inspect and check off each measure on
durability checklist.
• Could increase cost of Green Rater fees, not all raters feel
experienced enough for this credit.
ID Opportunity 2.3 Third-Party Durability Inspection – 3 points
Durability moved to energy star v3
Checklists
• Thermal Enclosure System Rater Checklist
• HVAC System Quality Installation Rater Checklist
• HVAC System Quality Installation Contractor Checklist
• Water Management System Builder Checklist
Additional Credits
Integrated
Project Planning
ID 1.2: Integrated Project Team 1
ID 1.4: Design Charrette 1
ID 1.5: Building Orientation for Solar Design 1
ID 3: Innovation 1-4
Points
Project Teams & Design Charrettes
• Diverse skillset team • Builder
• HVAC
• Landscape Architect
• Monthly meetings • ID 1.2
• 1 full day meeting • Green Rater present
• 2 – 4 hour sessions acceptable
• ID 1.4
ID 1.5: Building Orientation for Solar Design
Picture Credit http://www.nachi.org/building-orientation-optimum-energy.htm
ID Credit 3Innovative or Regional Design
Innovative or
Regional Design
Incorporate additional green design and construction measures that have
tangible benefits beyond those in the LEED for Homes Rating System.1-4 Points
Each proposed
measure can
earn 1 point.
For each proposed measure, prepare a written
request:
• Intent
• Requirement for compliance
• Documentation
• Description
• Estimate of benefit or impact
ID Credit 3Innovative or Regional Design
Exemplary Performance: Can earn points in ID 3 for exceeding
performance requirements of certain other credits.
Each proposed
measure can
earn 1 point.
For each proposed measure, prepare a written
request:
• Intent
• Requirement for compliance
• Documentation
• Description
• Estimate of benefit or impact
ID Credit 3Innovative or Regional Design
Exemplary Performance: Can earn points in ID 3 for exceeding
performance requirements of certain other credits.
Pilot Credits
1. http://www.usgbc.org/pilotcredits
2. Sort Rating Systems
3. HOMES – Apply
4. Click for more details
5. Determine what you will use
6. Register your project
7. Register the credits you plan to use 1. http://www.usgbc.org/pilot-credit-registration
Pilot credits of interest
Pilot credits of interest
epa.gov/watersense/new_homes/homes_final.html
Pilot credits of interest
Pilot credits of interest
Pilot credits of interest
Pilot credits of interest
Project Example
Photo © Sam Pobst 13691 Beckwith NE, Lowell, MI
Project Example: Innovation & Design
Solar Orientation
Durability
Standing seam metal roof
Cedar shake shingle
Superinsulated
Radon mitigation
Moisture control measures
Infiltration control measures
Innovative Design
Building Performance Partnership
ADA Visitability
Food Garden
EP: Reduced Irrigation
Project Example: Innovation & Design
Durability Management:
Standing Seam Metal Roofing
Exemplary Performance:
Reduced Irrigation ID 3
Photographer: Rich Williams
Photographer: Rich Williams
What questionsdo you have about the Innovation & Design category?
Photographer: Rich Williams
Awareness &
Education
Photo by Weston Imaging Group LLC
Understanding the
LEED for Homes
Rating System
HOMEOWNER/TENANT
EDUCATION
BUILDING MANAGER
EDUCATION
• Develop operations &
maintenance manual
• Conduct walk-through
• Promote public awareness of
LEED
• Develop operations &
maintenance manual
• Conduct walk-through
Awareness & Education
AE 1
Education of the Homeowner/Tenant
AE 2
Education of Building Manager
Awareness & Education (AE) Credits
CREDIT TITLE POINTS
AE Prerequisite 1.1 Education of the Homeowner or Tenant:
Basic Operations Training
Required
AE Credit 1.2 Education of the Homeowner or Tenant:
Enhanced Training
1
AE Credit 1.3 Education of the Homeowner or Tenant:
Public Awareness
1
AE Credit 2 Education of the Building Manager 1
AE Prerequisite 1.1Basic Operations Training
Maintain performance of home by educating occupants about
operations and maintenance of home’s LEED features and
equipment.
Required
Homeowner/
Tenant Education
AE Prerequisite 1.1Basic Operations Training
Provide
operations
and
maintenance
manual:
• Completed checklist of LEED for Homes features
• Signed Accountability Forms
• Durability inspection checklist
• Manufacturers’ manuals
• General information on efficient use of energy,
water and natural resources
• Educational information on “green power”
• Operations and maintenance guidance for LEED for Homes–related equipment
AE Prerequisite 1.1Basic Operations Training (Continued)
Conduct a 1-hour
(minimum)
walk-through with
occupant(s):
• Identify all installed items
• Instruct on how to apply measures and operate
equipment
• Provide information on how to maintain
measures and equipment.
Project Example: Awareness & Education
Operations and Maintenance Manual AE 1.1
Photo: Rich Williams
Additional Credits
AE 1.2: Enhanced Training 1
AE 1.3: Public Awareness 1
Homeowner/
Tenant Education
AE 2: Education of Building Manager 1Building Manager
Education
Points
Signage (6 square feet)
Community Tours / Open Houses
AE Credit 1.3Public Awareness
Newspaper article
Website
Photo: Ana Garcia-Doyle
Need 3 out of 4 of these for credit
Education & Awareness in V4
• Removed
• Added to Innovation & Design
Photo by Weston Imaging Group LLC
What questionsdo you have about the Awareness & Education category?
Choosing NC vs Homes Vs Midrise in v4
Lowrise Multifamily 2 – 3 stories
Lowrise Multifamily 4 -5 stories if decentralized HVAC & water heating
Otherwise Midrise Rating
6 – 8 stories – 50% or more residential spaceMust go LEED Midrise
High rise 8 – 12 stories 50% or more residential space could go LEED for HomesConsulting USGBC
LEED for College Dorms
LEED NC VS Homes
• 2009/2008 – Allowed 1 – 3 stories campus housing go LEED NC
• V4 – Using LEED for Homes or Midrise on 4 + campus housing and dorms
Central MI LEED Platinum
Energy Star for Homes V3
Issues
• Lost market traction in 2012
• Large push back from Homebuilders • No good ROI
• Non existent in Midwest & Mid America
Why?
• Went from Energy Program to include• Durability
• Water Conversation
• Indoor Air Quality
• HVAC Credentialing & Start up
Energy Star for Homes V3
2013 in review
• 25% new home market penetration
• Study showing 32% reduced risk of mortgage default
• More HVAC jumping on board or not getting the job
• Incentives
EAPerformance Path
Option 1: LEED Energy Budget (MBtu/yr)Modeled annual energy usage < LEED Energy Budget
where: LEED Energy Budget is based on the ENERGY STAR for Homes version 3 (with several modifications).
1 Point per 1-3% < ESH v3
Option 2: HERS Index w/ Home Size Adj.Modeled annual energy usage < HERS 70
1 Point per 1-3 HERS Index Points < 70
Home Size Adjuster:
+1 point per 4% decrease in CFA < ESH v3 benchmark home
-1 point per 4% increase in CFA > ESH v3 benchmark home `
Harmonization Task Group
• Cradle to Cradle Products Innovation Institute
• Healthy Building Network
• Health Product Declaration Collaborative
• USGBC
Rating SystemMajor Changes
Removed Prereqs
MR 1.1 Framing Order Waste Factor Limit
MR 3.1 Construction Waste Planning
Launch June 1st 2015
Rating SystemBasic Structure
General Changes
1. 110 Points Total (from 136)
2. Credit names are familiar
3. Order (numbering) is very different
a. Prereqs are pulled out front (p1, p2, etc.)
b. Credits follow (c1, c2, etc.)
4. Single Family, Low-Rise and Mid-Rise are Combined.
5. Bottom Line: Projects will lose one certification level.
How Many Changes?Credit
Category2008 Removed Version 4.0
Total # Measures
Same Moved Changed NewTotal #
Measures
ID (IN) 11 1 6 2 (Top,EA) 3 7
LL (LT) 10 2 5 3 1 7
SS 15 2 3 (LT,WE) 5
WE 8 4 1 3 1 4
EA 6 2 3 5 9
MR 9 4 4 1 (EQ) 1 6
EQ 25 9 10 6 3 14
AE 4 3 1(EA) 0
Total 107 27 29 7 16 10 60
LEED H Process
• Registration
• Certification
• Submittal Process
LEED for Homes Process #1 (ideal)
Secure Green Rater
Design Charrette
•With Green Rater to determine feasibility
Register with USGBC & Provider
Verification &
Construction
LEED for Homes Process #2
Contact Provider
•Register with Provider & find potential secure rater
Design Charrette
•With Green Rater and/ or Provider
Register with USGBC
Verification &
Construction
LEED for Homes Process #3
Register with USGBC
• Must know who provider is
Secure rater and/or
provider
• With Green Rater and/ or Provider
Verification &
Construction
LEED for Homes Project Phases
Early Planning
Design
Construction and Third-
party Verification
CertificationReflect on
Achievements
Project Team
USGBC
Third-Party On-Site Verification Team
Preliminary
Rating
Pre-Drywall
VerificationFinal
Verification
Choose
Provider
Register
Project
Submittal
Package
100
Green Home Guide
greenstarhome.org
AES education series – Stay tuned!
• LEED v4 Green Associates & Homes Training – Fall 2014 • In person (Chicagoland)• Live Webinars • Recorded
• GreenStar Qualification Courses in person and online
• Misc Green Building courses• Accessibility, EMF avoidance, Natural Building and etc
http://www.alliancees.org/education-and-events/
Become a member today!
Support our mission!
• Training & Project Registration Discounts
• Draft professional articles
• Member Events
• Vote on program changes
Homework & Next Steps
• Completed sections ID & AE on the checklists
• Send completed checklist [email protected]
• Task us to review it
• Complete Survey
• Complete 10 question exam for each course with 80% passing
• Receive Certificate and 8 CEUs
Introduction to the International Green Code (IGCC) and how to use it now: Free Webinar
• Wednesday Sept 3rd
• 12 pm – 1 EST
• CEU’s• AIA – HSW• GBCI• NARI Green• Local Contractor/Architect
• Space is limited!
• www.allianceEs.org – Education
America’s oldest net positive home remodel How did they do it? Free Webinar - CEUs
September 10th
1 AIA/GBCI/LFA/NARI
Become a LEED Green Rater Who?
• HERS, BPI, Contractors, Architects and Engineers
When• Aug 27 & 28th IL • Aug 26th HOMES or Online
Course • North East – Fall TBD
Benefits • CEUs• Project walk through • Verify & Consulting on LEED H
projects
Thank You!
Tepeyac
Photographer: Zeck Butler Architects