Download - Welcome to BC3’s Green Tenant Toolkit
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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
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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
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Introductory Remarks
Jennifer Berg, Esq.Senior Associate
Concept Green, LLC
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Group Reintroductions
Name, Organization, and Title
Which subgroup are you in?
What is the most exotic place you have visited since our last meeting?
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Green Lease
Zachary BrownEquity Office Management
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Green Lease Timeline1) Team Selection2) Site Selection3a) Request for Proposal3b) Letter of Intent4a) Lease4b) Work Letter5) Build-Out6) Occupancy7) Renewal
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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
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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
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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
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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)
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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
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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
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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
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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
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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
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Scorecards, Checklists, Other Tools
Jordan O’BrienArup
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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
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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
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Stakeholder Engagement
Zorana BosnikHOK
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Subgroup Break-out
I. Tenant EngagementZorana Bosnic, HOK
II. Green LeaseZachary Brown, Equity Office Management
III. Checklists, Scorecards and Other ToolsJordan O’Brien, Arup
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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?
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Final Meeting
September 21, 2011, 1:00 – 4:00 p.m.K & L Gates
Four Embarcadero, Suite 1200Conference Room 12A