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Making integrative design measurable
Update: USGBC has closed Pilot Credits 5 and 6 to new project registrants as of 1/12/11.
This prerequisite (PC5) and accompanying credit (PC6) were introduced to elevate integrative design to specific, actionable and measurable steps in the design process rather than assume that project teams will engage in integrative design in a meaningful way.
Developed for health care
The Green Guide for Health Care developed the initial language for this credit; further refinements occurred through the LEED for Healthcare development process, including collaboration with the LEED Steering Committee and its Management Subcommittee. Refinements included alignment with the ANSI Market Transformation to Sustainability Guidelines Standard March 2007. Pilot Credit 5 is derived from the draft LEED for Healthcare ID Prerequisite 1: Integrative Project Planning & Design.
D&C rating systems
Although developed in a health care context, PC5 and PC6 are open via IDc1 to all projects using these LEED 2009 rating systems: NC, CS, CI, and Schools. Since they are actual credits in LEED for Healthcare, they can't be pursued as pilot credits in that system.
Credit Submittals
General:
- Register for Pilot Credit(s) here.
- Register a username at LEEDuser.com, and participate in online forum
- Submit feedback survey; supply PDF of your survey/confirmation of completion with credit documentation
Credit Specific:
Currently, credit submittals have not been finalized; as the pilot continues, these require-ments will evolve. At this time, please submit one to two pieces of documentation to sup-port your claims, and assist in the development of the submittals.
Both credits
- List of decisions proposed during the design charrette, compared with the final design decisions
- List of paid/contracted team members, along with the dates for meet-ings/construction/participation
Pilot Credit 5
- Document the Preliminary LEED Meeting, which must happen no later than 50% Design Development. Clarify whether the identified four key project team mem-bers is derived from the list under Integrative Project Team and actually is the In-tegrative Project Team.
- Preliminary LEED Action Plan and Checklist; participants in the Preliminary LEED meeting (names and project roles/responsibilities)
- For Integrative Project Team: require a minimum of 4 PLUS the Owner/Owner’s representative (change from 4 including Owner/Owner’s rep). Include roster of In-tegrative Project team with names and project roles/responsibilities, along with a log of participation
- A mission statement that addresses triple bottom line considerations; recom-mended that the triple bottom line considerations be carried over into this more generic Integrative design process.
Pilot Credit 6
- Ensure that your project is using the most recent version of the ANSI MTS Guideline
- Conduct and document regular meetings with project team, for a minimum of 12 meetings with the integrative design team
Additional Questions
- How cost-effective was pursuing this credit, in relation to other credits?
- Are these strategies you’ve already pursued on projects prior to this submission?
- Are there any professionals not represented in our list for an integrative project team?
USGBC
Excerpted from LEED Pilot Credit Library
COPYRIGHT © 2011 BY THE U.S. GREEN BUILDING COUNCIL, INC. ALL RIGHTS RESERVEDPilot Credit 6: Integrative Project Planning & Design
Intent
To maximize opportunities for integrative, cost-effective adoption of green design and construction strategies. Utilize innovative approaches and techniques for green design and construction.
Requirements
(This credit cannot be pursued without also completing Credit 5)
Use cross discipline design and decision making for all phases of design and construction. At a minimum, ensure the following process:
- Achieve Pilot Credit 5: Preliminary Integrative Project Planning & Design
- Actively involve all team members referenced above in at least three of the following phases of project design and construction process:
- Conceptual/schematic design
- LEED planning
- Preliminary design
- Energy/envelope systems analysis or design
- Design development
- Final design, construction documents and specifications
- Construction Administration
- Conduct meetings with the project team at least monthly to review project status, introduce new team members to project goals, discuss problems encountered, formulate solutions, review responsibilities, and identify next steps. In these meetings, utilize the process framework established by the ANSI Market Transformation to Sustainability Guideline Standard March 2007 revision for distribution Whole System Integration Process (WSIP).
Potential Technologies & Strategies
- Reinforce corporate/institutional commitments to environmental health and community responsibility.
- Use cross discipline design, decision-making, and charettes. Use goal-setting workshops and build a team approach to the project.
- Prepare checklists for points and strategies prior to beginning the design process; refer to the checklist at milestones during the design process.
- Engage owner, staff, contractors, user groups and community groups, educating them on the benefits of green design and bringing them into the design process at key points in the decision-making process.
- Participate in peer-to-peer information exchange and problem solving with other project teams implementing sustainable design, construction and operations.
- Consider performance-based incentives in professional contracts that reward achievement of Integrative Design Goals and Project Vision. Incentives may be based on life cycle cost-based equipment and material selection, levels of achievement in LEED, or comparisons to benchmarks of existing facility performance or combinations of these and other benchmarks.
- Contractually apportion professional fees to create specific line items for the Integrative Design Charette and subsequent monitoring and follow-up meetings. Integrative Design may benefit from re-apportioning design fees to provide a higher percentage early in the process leading to stronger integration and streamline in subsequent design stages.
- Consider seeking foundation support for integrative design initiatives.
Organizations
LEED Pilot Credit Library
The homepage for the LEED Pilot Credit Library. The LEED Pilot Credit Library is intended to facilitate the introduction of new prerequisites and credits to LEED. This process will allow USGBC to test and refine credits through LEED 2009 project evaluations before they are sent through the balloting process for introduction into LEED.
Articles
Foundations of LEED
Background for the LEED Pilot Credit Library is provided in this foundational document.
LEEDuser is produced by BuildingGreen, Inc., with YR&G authoring most of the original content. LEEDuser enjoys ongoing collaboration with USGBC.
25 Comments
Participation in Online Forum
You state the participation in the online forum is required for credit submission....but what does this exactly mean (e.g., does this question warrant participation?) and how should a team document it (e.g., screen shot of the comment thread)?
Miranda, teams are expected to post to this forum giving some feedback about their experience with the credit—did it bring benefits to the project, how could it be improved, any interesting results, etc. UGSBC will verify participation by reviewing these forums. Thank you.
Pilot Credits 5 & 6 Closing Today
As a reminder, this credit, and credit 5 will be closing at the end of today (1/11/2011). They will be replaced by Pilot Credit 42: Integrated Process, which is based on the credit currently in Public Comment (http://www.usgbc.org/leed/development).
If you wish to use this credit in the future, register by the end of the day today. Projects that register by today will be able to continue using this credit on their registered project, and the LEEDuser forum will remain open for achievement discussion.
Maybe I misunderstood something. I know Pilot #5 is required to do #6. But can we just do #5 prereq and still get a point for the ID credit? I thought #5 & #6 = 2 points.
Renee, sorry for the confusion. You are correct, you may just attempt credit 5 for 1 point, or 5+6 for 2 points, but projects must do credit 5 in order to be eligible for 6.
This confusion is one reason we are switching to the version now in public comment, hopefully it will be more clear.
Thanks for the clarification. My confusion came as I was trying to sign up for the credit, and saw that #5 and #6 are listed together. I'm sure it is to make sure that people going for #6 don't forget #5, but it worried me for a second. Thanks for the quick response.
Receiving two innovation points for Pilot Credits 5 & 6
I have been told by LEED Online that you can only attempt one pilot credit per project. It was my understanding that USGBC had changed the rules so that projects could max out their ID c1 innovation points on pilot credits if they wanted to.
How does this work for Pilot credits 5 & 6?
I am trying to upload them to the Innovation section on LEED Online as two separate innovation points to no avail.
Hi Adele
You should be able to upload multiple pilot credits in LEED Online through IDc1.1, 1.2, 1.3 etc. Credit 5 would be 1 point and Credit 6 would be a second point (documented in IDc1.1 & 1.2 for example). If you are not able to upload documentation or receive some kind of error message in LEED Online, please email the pilot box: pilot@usgbc.org and include your project name and ID, and we can fix the issue.
Thanks, Batya! I will email pilot@usgbc.org and let you know how it works out.
I appreciate your quick response!
ANSI Market Transformation to Sustainability Guideline Standard
The Pilot Credit language asks that teams use "the process framework established by the ANSI Market Transformation to Sustainability Guideline Standard March 2007 revision for distribution Whole System Integration Process (WSIP)". When I went onto the ANSI website to purchase this document, the closest thing I found was entitled "ANSI/MTS 1.0 Whole Systems Integrated Process Guide (WSIP)-2007 for
Sustainable Buildings & Communities©". I'm assuming this is the correct document, but can someone confirm. If so, I think that the credit language should be revised to reflect the title one would purchase the document under. Also - Is it possible that this is available for free somewhere?
That is the correct document.
The document is undergoing a revision right now as well. Not sure of timeline.
I do not know of a free source.
Thank you Marcus for the follow up. Kristi - we will clarify the document title in the langauge. Thanks!
Hi Kristi -
We have updated the language in the requirements to ANSI/MTS 1.0 Whole Systems Integrated Process Guide (WSIP)-2007 for
Sustainable Buildings & Communities©; thank you for alerting us to the error!
I downloaded it at http://www.delvingdeeper.org/pdfs/wsip.pdf
Acceptable Submittals
Many projects have requested more detail or more flexibility on completing the requirements of this credit. As requested, here are some submittals that would be acceptable. As with all pilot credits, this credit is flexible. Please submit what you feel is appropriate to document your team's progress using the pilot credit document as a guideline, and include recommendations on how to revise the current submittal language to better suit LEED projects.
Acceptable reporting for this credit should include some of the following:
- Meeting schedule and attendee lists
- Design charette meeting minutes
- Project tracking sheet which includes action items and delegates responsibilities
- Meeting attendee logs from meeting minutes
- Owner mission statement
Do you have other documentation that is readily accessible and effectively documents your integrated project planning process? Share your experience with others here.
Normally we would produce the following as well:
- project performance goals
- project touchstones listing important expected project outcomes
- an integrative design process map or plan
- results from early stage analyses (energy, daylighting, etc)
Req'd # of integrative design team (with owner) seems high
I am all for regularly scheduled LEED/sustainability mtgs with the team, but to have that many (12!) and require the owner to be at each of them stops them from being beneficial working mtgs and turns them into a LOT of "presentation" meetings with the owner - with not a lot getting done.
I thing the owner should be required to be part of a percentage of them, but not all of them. And/or to have periodic mtgs with the client (but not all 4 members of the integrative design team) makes sense too. Working mtgs without the client allows the design team to be a bit more free in the discussion to really work things out, without having to worry about how the client perceives what we are saying.
To have that many "extra" mtgs with the client (plus 4 other required people that may have to come from out of town) would require more fees, and our budgets for LEED have never been "roomy".
And the initial meeting is supposed to be an all day meeting. That is too long for a small project.
I think the idea is that the owner should be an active participant in the development of the design, not a passive receipient. These meetings should be an integral part of the development of the design, not something "extra" added on to the process. Some owners are not willing to engage to this degree.
I certainly could see these specific requirements being more a a problem for small projects.
We tried out meetings a little differently with one of our school projects and it worked out well. We had meetings with the owner already scheduled but then did integrated designAn integrated design process (also called "integrative" design by some proponents) relies on a multidisciplinary and collaborative team approach in which members make decisions together based on a shared vision and holistic understanding of the project. Rather than a conventional linear design process in which a design is passed from one professional to another, an integrated process has all key team members talking together through out the design and construction process as they share ideas and use feedback across disciplines to iteratively move toward a high-performing design. meetings the week before the owner meeting so we could freely discuss the design and keep the owner involved. Many of our other projects with members out of town typically use WebEx (or similar) as valuable resources to allow member input without the added travel expense. However, added fees for meeting time could be an issue.
pilot credits - we need your help!
Hi LEEDusers -
The idea behind pilot credits is to get feedback from project team members on the concepts we're testing so that USGBC can learn from your experience and make these credits better (so that you can make your buildings better, so that we can learn from that, so that we can make LEED better, so that you can make your buildings better...).
We can't do it without you so get on with it already.
Spread the word to friends and colleagues and if we run in to each other at Greenbuild, I'll buy you a beer!
Pilot Credit 5 & 6
Has anyone finished with the Pilot Credit 5&6? Was your credit accepted?
Jill, I"m not aware that any projects have completed this. I think it's still pretty new. Are you interested in doing it?
Jill -
Tristan's correct - no project team has documented compliance with these pilot credits yet.
My sense is that most project teams aiming for platinum are using integrative concepts already. From these projects, we'd like to learn about how we verify that an integrative process was used.
For other projects that might not be as high, we'd like to have them help us understand the stumbling blocks and what's necessary to overcome them.
Based on this feedback, we should be able to create a very functional credit. Of course, all of this is predicated on project team involvement and feedback. I encourage you to give it a whirl and invite your friends to as well!
We hope to upload our project for review on Oct, 4, 2010 so I guess we will be the first!
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