Pilot-Credits PC60: Integrative Process

  • Achieving integrative results

    The Integrative Process credits seek to answer the question, “How can we achieve an integrative result that augments performance, maintains cost, and in a simplified way that is replicable and measurable?”  Throughout the process of answering these questions, the Integrative Process credits underwent significant improvements between the 2nd and 3rd Public Comment periods. Integrative thinking as it pertains to buildings is about completing the design process differently; however, to the extent possible, outcome has been made the primary goal of the credits.  The value in the credits requirements is in demonstrating an improved project than a team would have had without it, in terms of performance, satisfaction, and long-term cost.

    Credit Submittals

    General

    1. Register for Pilot Credit(s) here
    2. Register a username at LEEDuser.com, and participate in online forum
    3. Submit feedback survey; supply PDF of your survey/confirmation of completion with credit documentation

    Credit Specific

    New Construction, Core and Shell, Schools, Retail – NC, Healthcare

    Energy Systems Implementation: Document how the analysis informed design and building form decisions in the project’s OPROwner's project requirements (OPR) is a written document that details the ideas, concepts, and criteria that are determined by the owner to be important to the success of the project. and BODBasis of design (BOD) includes design information necessary to accomplish the owner's project requirements, including system descriptions, indoor environmental quality criteria, design assumptions, and references to applicable codes, standards, regulations, and guidelines.. Also, demonstrate how the analy-sis informed the design of the project, including, but not limited to, the following, as applicable:

    • Building and site program
    • Building form and geometry
    • Building envelope and façade treatments on different orientations
    • Elimination and/or significant down-sizing of building systems such as those re-lated to HVAC, lighting, controls, exterior materials, interior finishes,  and func-tional  program elements.
    • Other systems

    Water Systems Implementation: Document how the above analysis informed building and site design decisions in the project’s OPR and BOD. Demonstrate how the at least one on-site non-potable waterPotable water meets or exceeds EPA's drinking water quality standards and is approved for human consumption by the state or local authorities having jurisdiction; it may be supplied from wells or municipal water systems. supply source was utilized in cascading ways to reduce the burden on municipal supply and/or wastewater treatment systems by contributing supply volumes to at least two different water demand components listed above. Also, demonstrate how the analysis informed the design of the project, including, but not limited to, the following, as applicable:

    • Plumbing systems
    • Sewage conveyance and/or on-site treatment systems
    • Stormwater quantity and quality management systems
    • Stormwater quality management systems
    • Landscaping, irrigation, and site elements
    • Roofing systems and/or building form and geometry
    • Other systems

    Cost Analysis Implementation: Document how the above analysis was utilized to reconcile the integrative design case construction and operations budgets (on a whole-building basis, instead of comparing solely individual line item costs) with the baseline whole building construction and operations budgets. Describe how first cost savings associated with any applicable systems offset first cost increases associated with other related systems; include a description of any potential operating costs savings and/or productivity increases identified by the analyses.

    Commercial Interiors, Retail – CI

    Site Selection Implementation: Document how the above analysis informed selection of a building site for the project’s tenant improvement and informed the project’s Owner’s Project Requirements and Basis of Design. Demonstrate how the analysis informed the site selection for the interior design project, relative to, but not limited to, the following:

    • Suitability of the base building for meeting project goals relative to the building’s site attributes
    • Suitability of the base building site location for meeting daily occupant commuting needs
    • Suitability of the base building’s mechanical/electrical systems for meeting pro-ject goals
    • Capability of the tenant spaceTenant space is the area within the LEED project boundary. For more information on what can and must be in the LEED project boundary see the Minimum Program Requirements (MPRs) and LEED 2009 MPR Supplemental Guidance. Note: tenant space is the same as project space. for meeting the project’s goals related to Indoor Environmental Quality and occupant well-being
    • Other systems

    Provide documentation of methods planned to gather feedback on tenant occupant satisfaction.

    Energy Systems Implementation: Document how the above analysis informed interior design decisions in the project’s Owner’s Project Requirements and Basis of Design.  Demonstrate how the analysis informed the interior design of the project, as applicable:

    • Building envelope and façade conditions
    • Elimination and/or significant down-sizing of building systems such as those related to HVAC, lighting, controls, exterior materials, interior finishes,  and functional  program elements.
    • Methods planned to gather feedback on energy performance, occupant performance, and efficiency of energy-related systems during operations.
    • Other systems

    Water Systems Implementation: Document how the above analysis informed interior design decisions in the project’s Owner’s Project Requirements and Basis of Design. Demonstrate how at least one on-site non-potable water supply source was utilized in cascading ways to reduce the burden on municipal supply and/or wastewater treatment systems by contributing supply volumes to the water demand components listed above. Demonstrate how the analysis informed the interior design and systems affected by the project, as applicable:

    • Plumbing systems
    • Sewage conveyance and/or on-site treatment systems
    • Process waterProcess water is used for industrial processes and building systems such as cooling towers, boilers, and chillers. It can also refer to water used in operational processes, such as dishwashing, clothes washing, and ice making. systems
    • Methods planned to gather feedback on water performance and efficiency of water-related systems during operations
    • Other systems

    Cost Analysis Implementation: Document how the above analysis was utilized to reconcile the integrative design case construction and operations budgets (on a whole-tenant-space basis, instead of comparing solely individual line item costs) with the base-line construction and operations budgets. Describe how first cost savings associated with any applicable systems offset first cost increases associated with other related systems; include a description of any potential operating costs savings and/or productivity increases identified by the analyses.

    Additional Questions

    • How were the requirements of this credit different from the process/planning you’ve completed on previous projects?
    • Which typical project team members were critical to this process?  Did the project team engage members they otherwise would not have?
    • How did work completed for the requirements change what the project team would have otherwise done?
    • What parts of the process of meeting the requirements (if any) are similar to what the project team would have otherwise done?
    • What resources, if any, did the project team use to understand an integrative process?
    • What was the most challenging aspect of meeting the credit requirements?
  • USGBC

    Excerpted from LEED Pilot Credit Library

    Pilot Credit 60: Integrative Process

    Intent

    Implement an integrative process that supports high performance, cost-effective project outcomes through analyses of key systems interrelationships before deci-sions are made on building form and throughout the design process.

    Requirements

    NC, CS, Schools, Retail- NC, Healthcare


    Starting in pre-design, and continuing throughout the design phases, identify and execute synergistic opportunities for high performance outcomes across different disciplines and building systems. Use the analyses described below to inform the project’s Owner’s Project Requirements (OPROwner's project requirements (OPR) is a written document that details the ideas, concepts, and criteria that are determined by the owner to be important to the success of the project.), Basis of Design (BODBasis of design (BOD) includes design information necessary to accomplish the owner's project requirements, including system descriptions, indoor environmental quality criteria, design assumptions, and references to applicable codes, standards, regulations, and guidelines.), Design Documents, and Construction Documents. Consider opportunities resulting from analyses, at a minimum, in the following three areas:

    Energy-Related Systems

    Perform a preliminary “simple box” energy modeling analysis before the completion of Schematic Design that explores how to reduce energy loads in the building and accomplish other related sustainability goals by questioning default assumptions and testing options for applicable parameters. Assess at least two potential parametric options associated with, at a minimum, each of the following:

    • Programmatic and operational parameters:  Assess how multi-functioning spaces, operating schedules, space allotment per person, teleworking, reducing building area, on-going operations and maintenance issues impact project and human performance.
    • Site conditions:  Assess how shading, exterior lighting, hardscapeHardscape consists of the inanimate elements of the building landscaping. Examples include pavement, roadways, stone walls, concrete paths and sidewalks, and concrete, brick, and tile patios., landscaping, and adjacent siteA site having at least 25% of its perimeter bordering sites that has been previously developed. Any fraction of the perimeter that borders waterfront will be excluded from the calculation. For the purposes of this definition, a street or roadway does not constitute previously developed land. conditions impact project and human performance
    • Massing and orientation:  Assess how massing and orientation impact HVAC sizing, energy consumption, lighting, and renewable energy opportunities.
    • Basic Envelope Attributes:  Assess how insulation values, window-to-wall ratios, glazing characteristics, shading, and window operability impact HVAC sizing, project performance, and human performance
    • Lighting levels:  Assess how interior surface reflectance values and lighting levels in occupied spacesOccupied Spaces are defined as enclosed spaces that can accommodate human activities. Occupied spaces are further classified as regularly occupied or non-regularly occupied spaces based on the duration of the occupancy, individual or multi-occupant based on the quantity of occupants, and densely or non-densely occupied spaces based upon the concentration of occupants in the space. impact HVAC sizing, project performance, and human performance.
    • Thermal comfort ranges:  Assess how thermal comfort range options impact HVAC sizing, project performance, and human performance.
    • Plug and process load needs:  Assess how reducing plug and process loads through programmatic solutions such as equipment and purchasing policies, layout options, etc., impact HVAC sizing, project performance, and human performance.

    AND

    Water-Related Systems

    Perform a preliminary water budget analysis before the completion of Schematic Design that explores how to reduce potable waterPotable water meets or exceeds EPA's drinking water quality standards and is approved for human consumption by the state or local authorities having jurisdiction; it may be supplied from wells or municipal water systems. loads in the building and accom-plish other related sustainability goals by assessing and quantifying the project’s potential non-potable water supply sources and water demand volumes. Assess applicable estimates for, at a minimum, the following:

    • Indoor Water Demand:  Assess flow and flush fixture performance case demand volumes, calculated in accordance with WEp Indoor Water Use Reduction.
    • Outdoor Water Demand:  Assess landscape irrigation performance case demand volume calculated in accordance with WEc Outdoor Water Use Recusion.
    • Process WaterProcess water is used for industrial processes and building systems such as cooling towers, boilers, and chillers. It can also refer to water used in operational processes, such as dishwashing, clothes washing, and ice making. Demand: Assess kitchen, laundry, cooling tower, and other equipment demand volumes, as applicable.
    • Supply Sources:  Assess all potential non-potable water supply source volumes, such as on-site rainwater and grey water, municipally supplied non-potable water, and HVAC equipment condensate.

    AND

    Cost Analysis (related to all above systems)

    Discovery: Perform integrative cost-bundling analysis  that estimates the cost of implementing integrative strategies. Compare bundled design case first costs (associated with primary integrative strategies) with the project’s baseline first cost and operating costs budgets for the same components. This cost-bundling analysis must include, at a minimum, the following:

    • Establish the project’s baseline construction budget using line item first cost estimates
    • Establish the project’s baseline operations budget using line item cost estimates
    • Create a cost-bundling spreadsheet identifying primary bundles of interre-lated systems
    • Identify and quantify potential design case first cost impacts (both reductions and increases) associated with each affected component of each primary bundle
    • Identify potential design case operational costs associated with each primary bundle
    • Identify any potential design case cost savings/benefits related to productivity issues associated with each primary bundle, where possible

    Commercial Interiors, Retail-CI


    Starting in pre-design, and continuing throughout the design phases, identify and execute synergistic opportunities for high performance outcomes across different disciplines and building systems. Use the analyses described below to inform the project’s Owner’s Project Requirements (OPROwner's project requirements (OPR) is a written document that details the ideas, concepts, and criteria that are determined by the owner to be important to the success of the project.), Basis of Design (BODBasis of design (BOD) includes design information necessary to accomplish the owner's project requirements, including system descriptions, indoor environmental quality criteria, design assumptions, and references to applicable codes, standards, regulations, and guidelines.), Design Documents, and Construction Documents. Consider opportunities resulting from analyses, at a minimum, in the following two areas:

    Site Selection

    Prior to site selection, perform an analysis of project goals to aid in identifying and selecting a building site for the project’s tenant improvement that will provide the most opportunities and fewest barriers for the Interior Design and Construction project.  Assess at least two potential site location/base building options that take into consideration, at a minimum, each of the following:

    • Building Site Attributes:  Assess base building’s location and site design characteristics;
    • Transportation Impacts:  Assess the tenant occupants’ transportation needs for commuting to and from the site, including criteria for convenient access to alternative transportation most beneficial to the occupants’ destinations
    • Building Features:  Assess base building’s envelope, mechanical/electrical systems that will affect tenant spaceTenant space is the area within the LEED project boundary. For more information on what can and must be in the LEED project boundary see the Minimum Program Requirements (MPRs) and LEED 2009 MPR Supplemental Guidance. Note: tenant space is the same as project space. (such as controls, HVAC, plumbing fixtures, renewable energy supply, etc.), adaptability to future needs, and resilience in the event of disaster or infrastructure failure;
    • Occupant Well-Being Capability:  Assess base building’s capability for providing daylight and views, indoor air quality, and other applicable Indoor Environmental Quality characteristics.

    AND

    Commit to the establishment and use of ongoing feedback mechanisms that provide information about tenant space performance and occupant satisfaction.

    AND

    Energy-Related Systems

    Discovery: Perform a preliminary energy analysis before the completion of Schematic Design that explores how to reduce energy loads for the interior design project and accomplish other related sustainability goals by questioning default assumptions and testing options for applicable parameters. Assess at least two potential options associated with each of the following in terms of project and human performance:

    • Programmatic and operational parameters:  Multi-functioning spaces, operating schedules, space allotment per person, teleworking, reducing building area, on-going operations and maintenance issues.
    • Basic Envelope Attributes:  Insulation values, window-to-wall ratios, glazing characteristics, shading, and window operability.
    • Lighting levels: Interior surface reflectance values and lighting levels in occupied spacesOccupied Spaces are defined as enclosed spaces that can accommodate human activities. Occupied spaces are further classified as regularly occupied or non-regularly occupied spaces based on the duration of the occupancy, individual or multi-occupant based on the quantity of occupants, and densely or non-densely occupied spaces based upon the concentration of occupants in the space..
    • Thermal comfort ranges.
    • Plug and process load needs:  Reducing plug and process loads through programmatic solutions such as equipment and purchasing policies, or lay-out options.

    AND

    Comply with the requirements of one of the options below.

    Option 1. Water-Related Systems

    Discovery: Perform a preliminary water budget analysis before the completion of Schematic Design that explores how to reduce potable waterPotable water meets or exceeds EPA's drinking water quality standards and is approved for human consumption by the state or local authorities having jurisdiction; it may be supplied from wells or municipal water systems. loads for the interior design project and accomplish other related sustainability goals by assessing and quantifying the project’s potential non-potable water supply sources and water demand volumes. Assess applicable estimates for the following:

    • Fixture and Fitting Water Demand:  Assess flow and flush fixture performance case demand volumes, calculated in accordance with WEp1 Water Use Reduction.
    • Process WaterProcess water is used for industrial processes and building systems such as cooling towers, boilers, and chillers. It can also refer to water used in operational processes, such as dishwashing, clothes washing, and ice making. Demand: Assess kitchen, laundry, cooling tower, and other equipment demand volumes, as applicable.
    • Supply Sources:  Assess all potential non-potable water supply source volumes, such as on-site rainwater and grey water, municipally supplied non-potable water, and HVAC equipment condensate.

    Option 2. Cost Analysis (related to all above systems)

    Discovery: Perform integrative cost-bundling analysis that estimates the cost of implementing integrative strategies. (This requires a holistic cost analysis that first identifies all components affected by each major integrative strategy, then groups the costs associated with all such affected components into integrative combinations, or "bundles", instead of estimating solely the individual line item cost for each component or system individually.) Compare bundled design case first costs (associated with primary integrative strategies) with the project’s baseline first cost and operating costs budgets for the same components. This cost-bundling analysis must include, at a minimum, the following:

    • Establish the project’s baseline construction budget using line item first cost estimates
    • Establish the project’s baseline operations budget using line item cost estimates
    • Create a cost-bundling spreadsheet identifying primary bundles of interrelated systems
    • Identify and quantify potential design case first cost impacts (both reductions and increases) associated with each affected component of each primary bundle
    • Identify potential design case operational costs associated with each primary bundle
    • Identify any potential design case cost savings/benefits related to productivity issues associated with each primary bundle, where possible

    Potential Technologies & Strategies

Articles

Foundations of LEED

Background for the LEED Pilot Credit Library is provided in this foundational document.

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.

2 Comments

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Heather DeGrella Director of Sustainable Education GreenCE, Inc.
Aug 07 2012
LEEDuser Member
49 Thumbs Up

Whole System Integration Process Guide not referenced

Does any body know why this pilot credit does not use the reference standard, titled “ANSI/MTS Whole System Integration Process Guide (WSIP)-2007 for Sustainable Buildings and Communities.” It was referenced in the pilot credits 5, 6, and 42 which are the ones that are now closed, but for some reason is not referenced in Pilot Credit 60.

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Batya Metalitz Manager, LEED Technical Development, USGBC Aug 08 2012 LEEDuser Expert 1725 Thumbs Up

Hi Heather - the WSIP document is not the basis for this credit, but it can certainly be used by project teams as a helpful guide. This version of the pilot credit is based on the most recent v4 proposal. The goal is to conduct an analysis (discovery) early enough in the planning process that the cost and time implications are kept low, so no specific guideline is required in order to earn the credit.

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May 23 2013
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