From Guidance, to Practice, and to Realizing Real Value 2016 GUIDING PRINCIPLES From Guidance, to Practice, and to Realizing Real Value

Session Purpose and Panelists Introduce 2016 Guiding Principles for Sustainable Federal Buildings and how GSA developed streamlined and integrated approaches that support facility management decisions. Panelists Amy Bourne, LEED GA, GSA PBS David Hughey, GSA PBS Tyler Harris, RPA, LEED AP O+M, GSA PBS, Region 7

Panel Agenda 2016 Guiding Principles (GPs) Overview GSA’s GP Implementation Approaches Alignment with policies, guidance and best practices Integration and streamlining Region 7 GP Implementation Questions and Answers

Learning Objectives Gain familiarity with the 2016 GPs and their requirements for existing federal buildings. Translate GP requirements to practical implementation approaches and effective building management activities. Identify relationships between and opportunities for integration of energy, water, waste, indoor air quality, materials, occupant health and wellness and climate. Learn about ways to balance requirements, performance best practices, value add, and finite resources.

The Long Road to Progress-Energy Intensity since 1974 Boat load of energy and that translates to money

Guiding Principles for Federal High Performance Sustainable Buildings Reduce the total ownership cost of facilities Provide safe, healthy and productive built environments Promote environmental stewardship Wayne Aspinall Courthouse, Grand Junction, CO FAA Air Traffic Control Tower, Gulfport, MS NOAA Disaster Response Center Mobile, AL

G U I D I N G P R I N C I P L E S Feb. 2016 Dec 2008 Sept 2006 Memorandum of Understanding: Federal Leadership in High Performance and Sustainable Buildings Outlines 5 principles for the design, construction, operation and maintenance of buildings to be more sustainable. Jan 2007 Executive Order 13423 Incorporates MOU into E.O. Oct 2009 Executive Order 13514 Incorporates sustainability goals for federal agencies. Sets compliance target of 15% by 2015 for existing federal buildings and 100% for new construction. Mar 2015 Executive Order 13693 Calls for an update to GPs. Sets minimum compliance target of 15% by 2025. Incremental progress towards 100%. G U I D I N G P R I N C I P L E S Dec 2008 High Performance Sustainable Buildings Guidance for new and existing buildings. Feb. 2016 CEQ releases 2016 GPs in two documents.

Multiple metrics, elements and 2016 Guiding Principles Employ Integrated Assessment, Operation, and Management Principles Optimize Energy Performance Protect and Conserve Water Enhance Indoor Environmental Quality Reduce Environmental Impact of Materials Assess and Consider Climate Change Risks Multiple metrics, elements and sub-elements NOAA AOML, Key Biscayne, FL

2016 Guiding Principles The “…Associated Instructions” document has additional detail and guidance. Agencies are scored against metrics in the “Determining Compliance…” document. Released in two documents February 26, 2016

Sustainability Targets At least 15% of federally- owned buildings over 5,000 GSF by 2025 Counted by GSF or buildings Target is 10 percentage points higher than 2015 status Guiding Principles Goal: 2015 and 2025

New Construction and Modernization I. Employ Integrated Design Principles 1. Integrated Design 2. Commissioning II. Optimize Energy Performance 3. Energy Efficiency 4. Renewable and Clean Energy 5. Metering 6. Benchmarking III. Protect and Conserve Water 7. Indoor Water Use 8. Outdoor Water Use 9. Alternative Water 10. Stormwater Management * Not required for modernization ** Required only for modernization IV. Enhance Indoor Environmental Quality 11. Ventilation and Thermal Comfort 12. Daylighting and Lighting Controls 13. Indoor Air Quality 14. Occupant Health and Wellness V. Reduce the Environmental Impact of Materials 15. Material Content and Performance 16. Waste Diversion 17. Materials Management VI. Assess and Consider Climate Change and Risks 18. Mission Criticality 19. Floodplain Considerations* 20. Facility Design* 21. Facility Adaptation** Demonstrate all metrics unless not life cycle cost effective (LCCE)

Existing Buildings I. Employ Integrated Design Principles 1. Integrated Design* 2. Commissioning* II. Optimize Energy Performance 3. Energy Efficiency* 4. Renewable and Clean Energy 5. Metering 6. Benchmarking III. Protect and Conserve Water 7. Indoor Water Use* 8. Outdoor Water Use 9. Alternative Water 10. Stormwater Management IV. Enhance Indoor Environmental Quality 11. Ventilation and Thermal Comfort* 12. Daylighting and Lighting Controls 13. Indoor Air Quality 14. Occupant Health and Wellness V. Reduce the Environmental Impact of Materials 15. Material Content and Performance* 16. Waste Diversion* 17. Materials Management VI. Assess and Consider Climate Change and Risks 18. Climate Resilience and Adaption* *Required Demonstrate 12 of 18 metrics, 8 are required plus 4 elective; LCCE applies

Ongoing Requirements for Sustainable Buildings Quadrennial energy and water evaluations Recommissioning Benchmarking Statutory purchasing of EnergyStar, etc. Waste Diversion Indoor Air Quality Climate resiliency

National and Federal Agency Standards

GSA’s GP Goals All Federal agencies are required to continue working toward 100% GP compliance. GSA surpassed the Federal goal of 15% GP building compliance in FY15. GSA set a new, conservative GP goal of 25% by 2025 target in the FY16 Strategic Sustainability Performance Plan New GP goal was selected after reviewing the 2016 GP initial and ongoing requirements.

GP Buildings’ Value Add GSA recently finalized a FY16 comparative analysis of the performance and cost savings benefits of GP-compliant buildings. Study found that GP-compliant buildings performed significantly better than conventional GSA buildings: Use 10.3 kBTU/GSF less energy than non-GP buildings (19% less); Use 2.4 gallons less water per GSF (23% less); Cost $0.43 less per RSF in utility costs; Generate 0.02 lbs/RSF of solid waste (2% less); Sent 18% less waste per RSF to landfills; and Cost $1.10 less per RSF in O&M, janitorial and utility expenses (16% less).

GSA’s GP EB Program Approach GSA developed the GP Existing Building (EB) Program as a means to: Meet Federal mandates; Enhance portfolio operational performance and cost efficiency; and Support GSA mission and stewardship of Taxpayer assets and funds. GPs compliance is a proxy for building management excellence. New 2016 GP implementation approaches developed to: Update GP-EB program and tools to meet new 2016 requirements; Build on GSA’s GP successes and lessons learned; Streamline GP EB compliance evaluation and documentation; and Integrate and reinforce other GSA program performance and value add.

GSA’s GP Program and Focuses 2016 GP program focused on: Analysis and understanding of the new 2016 GP requirements; Development of the GP implementation approaches, revalidation process, and tools with GSA’s 11 regions; and Planning for a new portfolio approach to meet the new GP requirements. 2017 GP program is focusing on: Updating the GSA SO&M tool; Regional pilots of the new GP implementation approaches; Identification of lessons learned; and Program plan to achieve the 2025 goal.

2016 GP EBs to Initial Compliance Required GP GP01 Integrated Assessment, Operation and Management GP02 Commissioning GP03 Energy Efficiency GP07 Indoor Water Use GP11 Ventilation and Thermal Comfort GP15 Material Content and Performance GP16 Waste Diversion GP18 Climate Resilience Optional GP GP04 Renewable Energy GP05 Metering GP06 Benchmarking GP08 Outdoor Water Use GP09 Alternative Water GP10 Stormwater Management GP12 Daylighting and Lighting Controls GP13 Indoor Air Quality GP14 Occupant Health and Wellness GP17 Materials Management

2016 GP EBs to Initial Compliance Required GP GP01 Integrated Assessment, Operation and Management GP02 Commissioning GP03 Energy Efficiency GP07 Indoor Water Use GP11 Ventilation and Thermal Comfort GP13 Indoor Air Quality GP15 Material Content and Performance GP16 Waste Diversion GP18 Climate Resilience Revalidation approach was needed to meet the new “on-going” requirements. Applied 8 required GPs and GP13 IAQ. Planning tool was developed to track four-year revalidation cycle.

GSA’s GP Implementation Approaches GSA developed 18 GP implementation approaches Our choices: A portfolio and building compliance exercise; or An opportunity to streamline building management and inform decisions. New approaches were based on two required outcomes: Alignment with existing agency: Policies; Guidance documents and programs; and Operational best practices. Integration between credits with streamlined requirements.

Alignment with Current Operations Focus on national policies and programs as the basis for requirements and documentation. GSA subject matter experts (SMEs) provided input on the degree of alignment with current operations and processes. Certain GPs did not completely align with current operations. SMEs developed new approaches to meet GP requirements when direct alignment was not found.

Alignment with Programs and Strategies GP Credit PBS Programs and Strategies Energy, Commissioning, Metering, Benchmarking, Renewable Energy EUI Reduction Strategies, Sustainable Project Design, P100, EISA 432, Commissioning, Advanced Metering, Renewable Energy Purchases and Development Indoor and Outdoor Water Use, Alternative Water, Stormwater, WUI Reduction Strategies, Sustainable Project Design, Drought-Tolerant Landscaping, Green Roofs, Reuse, ESPC, P100, SITES, & Leak Detection/Advanced Metering Material Content and Perf. Key Sustainable Products Initiative Waste Diversion Municipal Solid Waste and C&D Waste Diversion Programs Occupant Health and Wellness Fitwel Indoor Environmental Quality Indoor Air Quality Policy, Sustainable Design Projects, P100 Climate Change Climate Change Resilience and Adaptation Strategies

Material Content and Performance - GP 15 Procure products and supplies that have a lesser or reduced effect on human health and the environment over their life cycle when compared with competing products or services that serve the same purpose. GSA National Policy: Key Sustainable Products Initiative (KSPs) GSA GP Implementation Requirements: Designated products must meet the requirements of the Key Sustainable Products  (KSPs) Initiative. Non-KSPs must meet requirements outlined in the Sustainable Facilities Tool (SF Tool). GSA GP Documentation: Upload the custodial and construction SOW/specification language that requires compliance with the KSP and non-KSP standards Provide contractor or photographic proof of compliance for KSPs.

Waste Diversion - GP 16 Where markets exist, provide reuse and recycling services for building occupants and divert at least 50% of non-hazardous and non-construction related materials from landfills. GSA National Policy: Solid Waste & Recycling Program GSA GP Implementation Requirements: Verify that the facility provides reuse/recycling/composting services for non-hazardous and non- construction wastes. Verify 50% of the facility’s waste has been diverted from landfills. GSA GP Documentation: Upload the custodial/O&M contract language that requires reuse/recycling and/or composting services. Complete all relevant fields in the solid waste tracker table.

Integration at its best… Don’t do anything for one reason, knock out 3 things at once!

GP Integration – Why Is It Important? GP1 integrated team and process, including tenants! Building occupants, goals, and…

GP Integration – How Did We Do It? GP guidance provides flexibility in meeting the requirements. GSA first developed aligned and streamlined documentation. GP integration approach was step-wise. Reviewed GPs for similarities and/or clear linkages between credit requirements and documentation; Revised draft GP approaches to sync-up documentation requirements; Updated Sustainable Operations and Maintenance (SO&M) tool to clearly indicate GP credit linkages and grant automatic credits.

Optimize Energy Performance - GP3 Energy Efficiency GP5 Metering GP2 Commissioning GP 6 Benchmarking All approaches require Energy Star or EUAS (GSA utilities database) data and documents. GP3 is starting point, and its documentation is used to meet: GP 2 Commissioning; GP 5 Metering; and GP 6 Benchmarking. GP 5 and GP 6 support GP2.

Occupant Health and Wellness – GP14 Promote opportunities for voluntary increased physical movement of building occupants and support occupant health. Promoting occupant health and wellness is an integral aspect of GSA’s operations. GSA-CDC-NYC jointly developed Fitwel as an evidence-based program to benchmark health and wellness. GSA is using Fitwel benchmarking as an option to meet new GP14 requirements. GP 12, GP13, and GP15 documentation align and integrate with GSA Fitwel approach to meet Center for Active Design requirements. GP 14 Health and Wellness GP 13 Indoor Air Quality GP 12 Daylighting and Lighting Controls GP 15 Material Content and Performance

Opportunity to Balance and Add Value 2016 Guiding Principles represented an “opportunity” to: Balance GSA GP goal achievement and compliance burden; Align and support implementation of GSA national programs; Train FMs and deploy sustainability best practices with limited resources. 2017 implementation is already realizing success on these fronts. Value Add (so far) Enhance implementation of national programs at the building-level. Reduce documentation burden for regions and time to complete. Empower the facility manager and reduce need for external support.

2017 GSA Region 7 GP Implementation New GP Candidates New Orleans Custom House (New Orleans, LA) Baton Rouge Federal Building & Courthouse (Baton Rouge, LA) LaBranch Federal Building (Houston, TX) GH Mahon Federal Building & Courthouse (Lubbock, TX) GP Revalidations Pete Dominici U.S. Courthouse (Albuquerque, NM) FG Lanham Federal Building (Fort Worth, TX)

GP Application in Federal Buildings Old Facility, Major Challenges Opened in 1884 Still has original wood framing GPs that helped: GP 2 Retro-Commissioning Deep look at systems GP 18 Climate Resilience Custom House impacted by Katrina, good time to revisit preparations New Orleans Custom House New Orleans, Louisiana

GP Application in Federal Buildings First GP Re-Validation Reviewed documents that were many years old Complying w/ 2016 GP standards GPs that helped: GP 3 Energy Efficiency Re-certifying in Energy Star GP 15 Material Content Implementing better green purchasing Pete V. Domenici U.S. Courthouse Albuquerque, New Mexico

How to Implement Effectively Implementation Requires Planning Buildings don’t change overnight Low cost and capital improvements may be required Make your Guiding Principles central to your business Your guiding principles should be infused in everything you do Create an atmosphere where others can feel and be a part of the achievement Education is required at all levels (i.e. leadership, tenants, O&M, custodial, property managers, building visitors, etc.)

GP Resources Guiding Principles for Sustainable Federal Buildings and Associated Instructions Determining Compliance with the Guiding Principles for Sustainable Federal Buildings 2016 Guiding Principles for Sustainable Federal Buildings Updates Crosswalk: Existing Buildings

Questions Amy Bourne, LEED GA Sustainability Program Manager Office of Facilities Management GSA PBS amelia.bourne@gsa.gov Tyler Harris, CEM, RPA, LEED AP O+M Regional Sustainability Program Manager Region 7 GSA PBS tyler.harris@gsa.gov David Hughey GP Program Manager Office of Facilities Management GSA PBS david.hughey@gsa.gov