LEED Volume Certification Program for Operations & Maintenance and Guiding Principles Compliance CTG Energetics, Inc. Lisa Stanley, CEM, CPM, LEED AP O+M Director of Sustainable Facilities July 13, 2011

Portfolio Solution Agenda Items LEED EBOM Certification – Volume Certification, USGBC Guiding Principles for Existing Buildings – Executive Order eVOL support for portfolios – Multi-family Public Housing

eVOL supports Goals for Sustainable Facilities Integrate green building operations as a standard practice across the portfolio Assess performance and improvement of portfolio over time Identify opportunities for improved green O&M practices 3

eVOL supports Goals for Sustainable Facilities Document sustainable building operations on an ongoing basis using a standardized approach Benchmark portfolio using USGBC LEED EB as backbone Demonstrate compliance with Guiding Principles for Existing Buildings 4

LEED EB Volume Program Elements 5 LEED EB Volume Certification Program Education Tools & Documentation Quality Control

eVOL Program Components Education for internal staff via embedded Webinars & Turbo Tax Style learning Data gathering, sample reports, reference documents, policies Dashboard reporting 6

eVOL Program Components Quality control process Submit to USGBC using LEED Automation Supports ongoing tracking, going beyond LEED (i.e. Guiding Principles) Cost effective – for large portfolios save up to 70% on certification and consultant fees 7

GSA/PBS Program User 8

Login page

Program Manager Dashboard

List of buildings “assigned to user” – access to Scorecard

Building level scorecard Access to credits, Role assignment, and Status QC Status

Credit level overview page Embedded hover definition

Navigation bar Instructions and steps to take. Link to embedded Policy

Downloaded LEED EB Policy

View Benchmarks for status of work within credits

Review page

Final review PDF report with all questions and answers for the credit. System also generates a zip file with all documents

Final Comments, Submission, and QC

Guiding Principles - Employ Integrated Assessment, Operations & Management GP: Integrated 2 - Purchasing, Recycle, IEQ, Water and Energy MRp1: Sustainable Purchasing Policy MRp2: Solid Waste Management Policy EQc1.1: IAQ Best Management Practices - IAQ Management Program WEp1: Minimum Indoor Plumbing Fixture and Fitting Efficiency EAp1: Energy Efficiency Best Management Practices

Guiding Principles - Enhance Indoor Environmental Quality GP: Ventilation & Thermal Comfort EQp1: Outside Air Introduction and Exhaust Systems EQc2.3: Occupant Comfort - Thermal Comfort Monitoring PARTIAL COMPLIANCE

Guiding Principles - Optimize Energy Performance GP: Energy Efficiency EAp2: Minimum Energy Performance EAc1: Optimize Energy Efficiency Performance (at least 4 out of 18 points)

Guiding Principles - Protect and Conserve Water GP: Storm Water SSc2: Building Exterior and Hardscape Management SSc6: Storm Water Quality Control SSc2 OR SSc6

Guiding Principles - Reduce Environmental Impact of Materials GP: Ozone Depleting Compounds EAp3: Refrigerant Management - Ozone Protection

Lisa Stanley CTG Energetics, Inc

Introduction points… Lisa Stanley Career as aProperty Manager for 14 years – Managed section 8 (Housing Choice Voucher Program) housing in boulder as well Past several working as Green Building Consultant with CTG with focus on Operations & Maintenance, LEED EB & Energy Efficiency. – CEM, Certified Energy Manager – LEED AP O+M CTG Energetics =