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 info@allianceES.org

• 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