where to now? inform the next generation of sustainable design & construction
DESCRIPTION
The Sustainable Performance Institute (SPI) Certification is the first independent program to evaluate the capabilities of design and construction companies to deliver consistent, high-quality sustainability services. From February 1-March 15, SPI is opening the first public comment period for the Certification program. The public comment period is an opportunity for the green building community to give feedback on the Certification criteria across five categories: 1) Leadership, Strategy & Policy, 2) Project Delivery, 3.) Infrastructure and Support Systems, 4) Partnering and Collaboration, and 5.) Outcomes and Performance.This webinar is an opportunity to share your experiences and thoughts on the criteria and metrics used to evaluate company capability.TRANSCRIPT
Barbra Batshalom, Executive Director
THE GREEN ROUNDTABLE
SPI Green Firm Certification Program: Input for Public Comment Period
1. SPI OverviewThe SPI program, including Certification
2. General IssuesCertification levels, metrics and tracking
3. SPI Evaluation CriteriaOverview of the categories
4. SPI Evaluation CriteriaReview of each category
5. DISCUSSION: Other comments
Agenda
The Origins Of SPI Green Firm Certification
Sustainable Performance InstituteExcellence In Design, Professional Practice
OWNERSHELPING TO CRAFT RFPs DESIGN TEAM SELECTION
PROCESS FACILITATIONPEER REVIEW
STRATEGY
A/E/C TRAINING
CAPACITY BUILDINGPROJECT COACHINGTOOLS & RESOURCES
GREEN FIRM BOOT CAMP
TRIBUTARIES LEADING TO CREATION OF SPI CERTIFICATION
…Building on12 years of work with A/E/C and Owners
What Is The Sustainable Performance Institute (SPI)?
• TOOLS • RESOURCES• TRAINING• ORGANIZATIONAL CERTIFICATION
SPI Certification evaluates and recognizes organizational capability to deliver consistent, high quality sustainable design services. It evaluated this across all aspects of the
company and at all levels.
Being Certified tells property owners that you are reliable and capable.
Program Partners Include:
It is critical for individual practitioners to be skilled and knowledgeable.
IFSustainable capability stops with the individual, a company will never be able to deliver consistent, high quality sustainability services!
Gaps will exist in policy, systems, processes – that lead to institutionalized expectations and high performance.
Why Is “LEED AP” Not Enough?Necessary, But Not Sufficient
COMPANIES
(SPI)PEOPLE
(LEED AP)
Avoid the ParadigmOF RELYING ON A FEW KEY CHAMPIONS
THAT IS NOT “INSTITUTIONALIZING” SYSTEMS: PROCESSES
INDIVIDUAL EXPERTSCHAMPIONS
COMPANY CAPABILITYLEADERSHIP
Observations From The Field
We have a lot of “gaps” to address:
• Lack of leadership, commitment• Lack of accountability structure• Lack of consistency• Lack of integrative process• Lack of quality control• Lack of tools & resources• Lack of shared learnings• Dependence on LEED as a crutch
Human nature doesn’t help….(Don’t we just love new things?)
Signs of Change…Positive changes that we’re seeing:
Clearer Roles & Accountability: Director of Sustainability, other…
Institutionalization of standard practices/processes (IDP)
Partnering: Proactive relationship building using BIM workshops
Investment in green on projects from overhead, even when clients don’t ask for it
Change in workflow – moving integration function to earlier in the project – lowering costs, reducing risk
Project performance improves !
Baseline projects meet LEED without extra effort
The Journey to Excellence: Where are you?
JUSTSTARTING
OUT
“EN ROUTE!”ON YOUR
WAY
CONTINUOUS IMPROVEMENT
RELIABLECAPABILITY
CERTIFIABLE
Companies are at different places on their journey to achieving excellence in sustainability practice. No matter where you are – SPI supports you – or recognizes your achievements!
PROJECT DELIVERY
OUTCOMES & METRICS
PARTNERING PROCESSES
SUPPORT & INFRASTRUCTURE
LEADERSHIP STRATEGY & POLICY
SPI Certification Framework
= TRULYGREENFIRM
• Recognizing levels of achievement?• Tracking and metrics
11
Over-arching Issues: Feedback
LEADERSHIP
1.0 Leadership, Strategy & Policy
1.1 Vision and GoalsRequired 1.1.1 Organizational GoalsRequired 1.1.2 Project Goals1.2 Strategy and Implementation PlanningRequired 1.2.1 Well Defined StrategiesRequired 1.2.2 Implementation Plan1.3 PolicyRequired 1.3.1 Policies ExistRequired 1.3.2 Policies Communicated Effectively1.4 Leadership & AccountabilityRequired 1.4.1 Visible CommitmentRequired 1.4.2 Accountability Structure1.5 Feedback LoopsRequired 1.5.1 Indicators DefinedRequired 1.5.2 Feedback Tracked1.6 Leadership SupportRequired 1.6.1 Internal Capacity BuildingOptional 1.6.2 External Support - Consultants1.7 InnovationOptional 1.7 Innovation
PRODUCTION
2.0 Project Delivery2.1 Pre-Project AssessmentRequired 2.1.1 AssessmentRequired 2.1.1 Pre-Construction Services2.2 Building an Integrated TeamRequired 2.2.1 Team Structure & ExpectationsRequired 2.2.2 Team Building2.3 Goals & PlanningRequired 2.3.1 Project Performance GoalsRequired 2.3.2 Process Design2.4 Project PhasesRequired 2.4.1 ConceptualizationRequired 2.4.2 Criteria DesignRequired 2.4.3 Detailed DesignRequired 2.4.4 Implementation Documents Required 2.4.5 Agency ReviewRequired 2.4.6 BuyoutRequired 2.4.7 Construction CARequired 2.4.8 Closeout2.5 OperationsRequired 2.5.1 Ongoing PerformanceOptional 2.5.2 Ongoing CommissioningOptional 2.5.3 3rd Party CertificationsRequired 2.5.4 Ongoing Performance Data Tracking2.6 InnovationOptional 2.5.5 Innovation
3.0 Infrastructure and Support Systems3.1 Tools & ResourcesRequired 3.1.1 Project Management Tools & TemplatesRequired 3.1.2 Product EvaluationRequired 3.1.3 Reference & Sample LibrariesRequired 3.1.4 Analysis - Bldg PerformanceRequired 3.1.5 Design StandardsRequired 3.1.6 Specification StandardsRequired 3.1.7 TemplatesRequired 3.1.8 IT ProcessesRequired 3.1.9 Communication3.2 Human ResourcesRequired 3.2.1 Performance ManagementRequired 3.2.2 Employee Manual and OrientationRequired 3.3.4 Tracking Metrics3.3 Training, Education, Continuous LearningRequired 3.3.1. Education PlanRequired 3.3.2 Interpersonal SkillsRequired 3.3.3 Management SkillsRequired 3.3.4 Technical Skills3.4 MarketingRequired 3.4.1 WebsiteRequired 3.4.2 CollatoralRequired 3.4.3 ProposalsRequired 3.4.4 Public Presence3.5 Quality Control ProcessesRequired 3.5.1 QC systemsRequired 3.5.2 QC effectiveness3.6 R&D Optional 3.6.0 R&D Activities3.7 InnovationOptional 3.7.0 Innovation
INFRASTRUCTURE
PARTNERING
4.0 Partnering & Collaboration
4.1 Proactive Team BuildingOptional 4.1.1 Ongoing team building activitiesOptional 4.1.2 Repetitive Teaming
4.2 Project SolicitationRequired 4.2.1 RFPRequired 4.2.2 ProposalsRequired 4.2.3 Design Team Selection Process
4.3 Contractual AgreementsRequired 4.3.1 Legal ContractsRequired 4.3.2 Additional Consultants
4.4 Partner Performance & Team CommunicationsOptional 4.4.1 Formal PartneringRequired 4.4.2 Partnering MethodologyRequired 4.4.3 Collaboration Effectiveness
4.5 R&D PartneringOptional 4.5.0 R&D Partnerships established specifically to pursue research & development of best practices, tools resources or technologies.
4.6 InnovationOptional Innovation
OUTCOMES
5.0 Outcomes and Metrics
5.1 Project PortfolioOptional 5.1.1 Third Party CertificationsRequired 5.1.2 Performance Tracking RequestRequired 5.1.3 Performance TrackingRequired 5.1.4 Performance Feedback Loop
5.2 Company Sustainability FootprintRequired 5.2.1 Environmental Impact BaselineRequired 5.2.2 Social Impact BaselineRequired 5.2.3 Goals, Priorities and Implementation planRequired 5.2.4 Tracking SystemsOptional 5.2.5 Corporate CertificationRequired 5.2.6 Performance Feedback Loop
5.3 InnovationOptional 5.3.0 Innovation
Its in our hands
Follow Up ReadingLearn more: www.greenroundtable.org/Certification Comment: http://svy.mk/SPIpubliccomment
Truth about green firms, “prequel”: http://bit.ly/greentruth Links to blog with survey detailsPart 1: http://bit.ly/cuIrMa Part 2: http://bit.ly/dhwZvc
“The Integrative Design Guide to Green Building: Redefining the Practice of Sustainability” by 7group, Bill Reed
“Integrated Project Delivery: A Guide”, AIA Nat’l, AIA CA “Roadmap for the Integrated Design Process”, Stantec
ANSI standard for IPD – Whole Systems Integrative Process
Request a workshop in your area
Have “gaps”?
* Set “SMART” goals and identify strategies to achieve them
• Create an implementation plan to institutionalize
sustainability in an efficient, cost-effective way.
SPI Certification “Boot Camp” workshops can help:
½ day or 1 day format or 2 days (with “clinic”)
Public, private or ‘team’ workshops possible
Working sessions to establish strategies
Learn more: www.greenroundtable.org/training
Thank You
617-374-3740
www.greenroundtable.org
Sustainable Performance Institute is a program of The Green Roundtable
THE GREEN ROUNDTABLE
Questions?
www.greenroundtable.org/certification