1. Phoenix Convention Center Phoenix, Arizona Procurement & Benchmarking Strategies for High Performing Buildings Procurement, Process, & People: The Path to Net Zero Energy Outcomes Martin Weiland, PE | Jason Sielcken, PMP, LEED AP US General Services Administration August 12, 2015

2. Energy Exchange : Federal Sustainability for the Next Decade 2 HIGH PERFORMING MOVEMENT - GSA UNFUNDED MANDATES FOR HIGH PERFORMANCE: 2005 EPAct: Energy Policy Act 2006 Federal Leadership in High Performance & Sustainable Buildings MOU 2007 EO 13423: Strengthening Federal Environmental, Energy & Transportation Management 2007 EISA: Energy Independence & Security Act 2009 EO 13514: Federal Leadership in Environmental, Energy & Economic Performance 2015 EO 13693: Planning For Federal Sustainability in the Next Decade A FUNDED MANDATE FOR HIGH PERFORMANCE: 2009 ARRA: American Recovery & Reinvestment Act $5.55 Billion for GSA to Convert Buildings to High Performance Green Buildings Obligate Construction in 1 year Big $$$....Bigger Scrutiny!!!

3. Energy Exchange : Federal Sustainability for the Next Decade 3 EDITH GREEN WENDELL WYATT FEDERAL BUILDING CMc DELIVERY METHOD 2010 CONTRACT AWARD GSA DESIGN EXCELLENCE AWARD AIA COTE TOP TEN GREEN BUILDING LEED PLATINUM EUI 30

4. Energy Exchange : Federal Sustainability for the Next Decade 4 FEDERAL CENTER SOUTH -BUILDING 1202 DESIGN-BUILD DELIVERY METHOD 2010 CONTRACT AWARD GSA DESIGN EXCELLENCE AWARD AIA COTE TOP TEN GREEN BUILDING LEED GOLD EUI 25 – 1 YEAR POST OCCUPANCY

5. Energy Exchange : Federal Sustainability for the Next Decade 5 WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE DESIGN-BUILD DELIVERY METHOD 2010 CONTRACT AWARD GSA DESGIN EXCELLENCE AWARD AIA COTE TOP TEN GREEN BUILDING LEED PLATINUM EUI GROSS 21 | EUI NET 6.5 – 1 YEAR POST OCCUPANCY

6. Energy Exchange : Federal Sustainability for the Next Decade 6 HIGH PERFORMING GREEN BUILDINGS INCORPORATE SOME FORM OF INTEGRATED PROJECT DELIVERY (IPD) STRUCTURED & EXECUTED CONTRACTS SIMILAR TO EACHOTHER - INDEPENDENT OF ONE ANOTHER ALIGNED WITH DOE 5 STEP PROCESS IPD | PERFORMANCE BASED CONTRACTING

7. Energy Exchange : Federal Sustainability for the Next Decade 7 IPD | PERFORMANCE BASED CONTRACTING PUBLISHED THE 5 STEPS FOR AN ENERGY-PERFORMANCE BASED PROJECT - 2014 1.DEFINE A PERFORMANCE BASED ACQUISITION PROCESS 2.DEVELOP AN ENERGY PERFORMANCE GOAL 3.REQUIRE ENERGY PERFORMANCE 4.MANAGE THE PERFORMANCE BASED ACQUISITION PROCESS 5.VERIFY ENERGY PERFORMANCE DEPARTMENT OF ENERGY – ENERGY.GOV COMMERCIAL BUILDINGS RESOURCE DATABASE https://buildingdata.energy.gov/cbrd/energy_based_acquisition/

8. Energy Exchange : Federal Sustainability for the Next Decade 8 WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE GSA - DB | PERFORMANCE BASED CONTRACTING

9. Energy Exchange : Federal Sustainability for the Next Decade 9 WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE GSA - DB | PERFORMANCE BASED CONTRACTING STEP #1: DEFINE A PERFORMANCE BASED ACQUISITION PROCESS 01 PROJECT OVERVIEW: FFP Design-Build 2 Step Source Selection Project Goals & Objectives Integrated Project Team Goals

10. Energy Exchange : Federal Sustainability for the Next Decade 10 WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE GSA - DB | PERFORMANCE BASED CONTRACTING STEP #2: DEVELOP AN ENERGY PERFORMANCE GOAL 02 ARRA ENERGY GOALS GSA Minimum Performance Criteria for ARRA Projects Teams were evaluated on approach/compliance All teams were able to comply with the applicable criteria.

11. Energy Exchange : Federal Sustainability for the Next Decade 11 STEP #2: (abv. baseline) DEVELOP AN ENERGY PERFORMANCE GOAL 03 CREATIVE DESIGN OPTIONS: Provided a new metric which allowed teams to separate themselves Allowed teams to determine the extent to which they could commit to post-construction building energy performance This was helpful since the GSA did not have the time prior to award to create achievable target tiers. WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE GSA - DB | PERFORMANCE BASED CONTRACTING

12. Energy Exchange : Federal Sustainability for the Next Decade 12 WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE GSA - DB | PERFORMANCE BASED CONTRACTING STEP #3: (abv. baseline) REQUIRE ENERGY PERFORMANCE 03 CREATIVE DESIGN OPTIONS: Incorporated the creative design options into the base contract at award

13. Energy Exchange : Federal Sustainability for the Next Decade 13 WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE GSA - DB | PERFORMANCE BASED CONTRACTING STEP #3: (abv. baseline) REQUIRE ENERGY PERFORMANCE 03 CREATIVE DESIGN OPTIONS: Net-Zero Energy Contract NZEB: A, B, C, or D was acceptable by contract Goal of NZEB: A – Site

14. Energy Exchange : Federal Sustainability for the Next Decade 14 WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE GSA - DB | PERFORMANCE BASED CONTRACTING STEP #4: MANAGE THE PERFORMANCE BASED ACQUISITION PROCESS SHPO Section 106 Review Post- Award Resulted in a reduction in size of the solar canopy A contract modification de- scoped 30%+/- of PV Added geo-exchange, enhanced building envelope, lighting, & mechanical improvements to offset loss of power production Updated 100% CD energy model became part of the contract.

15. Energy Exchange : Federal Sustainability for the Next Decade 15 WAYNE ASPINALL FEDERAL BUILDING & US COURTHOUSE GSA - DB | PERFORMANCE BASED CONTRACTING STEP #5: VERIFY ENERGY PERFORMANCE DB – Validated system operation was within approximately 5% of the 100% CD energy model Team Effort: CxA, DB, Owner Allowed Offsetting: Mechanical + Electrical - Added Scope: Lead Engineer was contracted for 18 months post completion - O&M Assistance

16. Energy Exchange : Federal Sustainability for the Next Decade 16 GSA – CURRENT BENCHMARKING STRATEGIES PBS P-100 2014 Establishes design criteria for public buildings 2014 version sets performance baselines and standards REQUIRE PERFORMANCE Tier Structure VALIDATE PERFORMANCE Informs when validation is required Informs who is responsible for validation

17. Energy Exchange : Federal Sustainability for the Next Decade 17 GSA - BENCHMARKING BEYOND ENERGY USE INTENSITY WHAT IS THE FUTURE OF ENERGY PERFORMANCE STANDARDS? EUI (ENERGY UTILIZATION INDEX) – ENERGY/AREA (BTU/SF) Is the Basis of most energy legislation Does not account for Intensity of Usage Does not account for Transportation Energy GREEN BUILDING ADVISORY COMMITTEE (GBAC) EUI Task Group Building a modified EUI to better reflect the overall environmental footprint Defining and Incorporating Usage Intensity Occupants, measured, or estimated Defining & Incorporating Transportation Polled or Estimated Search for Best Tools

18. Energy Exchange : Federal Sustainability for the Next Decade 18 GSA - BENCHMARKING BEYOND ENERGY USE INTENSITY WHAT IS THE FUTURE OF ENERGY PERFORMANCED BASED CONTRACTING DESIGN-BUILD-OPERATION ??? DB to operate and substantiate performance for 1-5 years post construction and occupancy. AWARD FEE OPERATIONS & MAINTENANCE CONTRACTS ??? Incentivize O&M contracts based on building energy performance TENANT ENERGY AGREEMENTS ??? Leases requiring energy performance and penalizing excessive energy consumption???

19. Energy Exchange : Federal Sustainability for the Next Decade 19 DISCUSSION CONTACT:MARTIN WEILAND, PE MARTIN.WEILAND@GSA.GOV 202.219.0634 JASON S. SIELCKEN, PMP, LEED AP JASON.SIELCKEN@GSA.GOV 303.236.2972