USGBC is offering a spreadsheet, called the LEED 2009 Form Data Matrix, which offers a treasure trove of information, including:
For every LEED 2009 rating system.
If you have any comments, questions, or interesting things you've noticed in the spreadsheet, comment below!
Go to the LEED 2009 Form Data Matrix
Is it just me or is the Matrix / spreadsheet offered for download from USGBC inaccurate? All I am trying to do is figure out exactly how many places the client needs to sign, so she can just go in there and do it once. All the templates on the project are V04. The spreadsheet seems to indicate that few owner signatures are needed if you are using V04 forms, but that's not what I'm seeing on the actual forms.
Are you sure that all your forms are V04? It is possible that some of your templates are still using an older version, thus requiring the owner signature. The matrix indicates the latest form available for the different guides.
For what it's worth, I understand that USGBC has tried to reduce the number of required signatories with each new version of the forms.
The project I am working on has a shared land and owners have an agreement with a contractor to build a residential LEED building. At the end of the project, the land owners will have the ownership of the half of the units and the contractor will have the rest of the units. Whose signature I should get on the subject form as an owner?
Omer, MPR 6 (on PIf1) is an Owner commitment to share water and energy information. That commitment is for the entire project. One of the owners could be authorized by the others to act as agent for the group. Then, when the project is certified, the Owner must sign an Energy and Water Data Release Agreement. Assuming that this information will be provided by the two separate owners, it would be appropriate for each of the Owners to commit to share water and energy data from their respective portions of the project.
You can find the Agency agreement on LEED Online under the Legal tab.
Thank you for your response Dave,
I just want to clarify.
This is the name of the form that I found in the Legal Tab
CONFIRMATION OF AGENT’S AUTHORITY
Till the certification is done I only need an agreement with the representative of the owners. When the project is certified, I need to collect the owner's signature of each unit for the Energy and Water Usage Data. There are 59 units in the building. When the construction is done, I need to collect 59 signatures?
I thought of this as I was writing my comment, and I figured you would get back to me if it turned out that you have a great many owners. So each unit will be owned by a separate owner? Will there be a co-op association or something like that to take on the energy and water reporting function? As a practical matter, how will the data be accumulated?
These are 'food for thought' questions for now. Look at the MPR 6 requirement and think of how the owner group might best handle aggregating and reporting the building performance. When you get to the project certified stage you can have an entity established to serve the purpose.
You're right: for now you just need an Owner designated in LEED Online. There are a number of places where the Owner must log in and initial project forms (PI Form 1, for instance).
Omer, I thought of something else: If you 'appoint' a single owner representative at the beginning of the project and then change to another owner entity at the end, you will have to change the owner with GBCI. See the Legal tab in LEED Online v3 for Change of Owner Agreement. This is a three-way agreement, among GBCI, the original Owner, and the new Owner. It is handled through the GBCI legal department.
The reason for this complexity is to retain the commitment of the Owner to fulfill MPR 6 following certification.
Thank you so much Dave! I think I have a ful understanding now. Thanks again.
Our project is claiming credits through a lease agreement that stipulates certain energy efficiency requirements. The text is almost ready and we have used all the requirements in energy modeling, etc. Looking at the PIf4 where we are asked to upload the agreement, it says that it has to be signed by both the developer and the tenant. However, the tenant is not yet identified at this moment, therefore only the developer can sign this document. Any experiences?
I would assume this would be accepted, if you note in the narrative why the signature is not available, but I haven't been in this situation so I can't say for sure. I would email GBCI if you want to confirm.
I have a credit pending that the HVAC team member has reviewed and uploaded the requested documentation. This credit was previously signed by the general contractor. Does this same signatory need to resign the form acknowledging this new information, or is the new information okay without resigning the form?
Unless the review team requested the form be resigned I don't think it's required. However, the general contractor may have concerns over having their signature on something they haven't seen, in that case go ahead and have them resign it.
The original Owner of our project with a large university has retired and a new project manager is now assigned as Owner. We have added the new Owner to the project team and marked the original owner as de-activated. Should we change the project owner information on the Registration Details tab and have the new person re-sign all of the credit forms, most of which are already marked Complete?
For the best way to approach this I would contact GBCI, a phone call would probably get you an answer quickly.
I had the same question. The response I got back from GBCI was that the new owner has to re-sign all the forms. Not the answer I was hoping for :)
Most of the signatories required in EBOMEBOM is an acronym for Existing Buildings: Operations & Maintenance, one of the LEED 2009 rating sytems. seem to be the facility manager or owner. For IEQc1.5, however, it asks for the signature of the building engineerA qualified engineering professional with relevant and sufficient expertise who oversees and is responsible for the operation and maintenance of mechanical, electrical and plumbing systems in the project building. or property manager. We don't have anyone on our project team that uses this title. How is property manager different from facility manager? Can we have our facility manager sign off on this credit?
In your experience, do reviewers object when the owner signs off on a required signatory before the pertinent credit information is loaded into the form. For example, on the LEED-HC form for SSc5.2, can the owner sign off that "All open space that is counted toward this credit will be preserved for the life of the building" before the specific information about the open space is saved to the form? I ask because the required signatory loads the date stamp.
Cassidy, that's a good question and I don't know the answer. I could imagine reviewers having trouble with it, though. Has anyone else experienced this?
I couldnt comment on the LEED-HC but I have had a client sign a form and upload the relevent documents later just for practical reasons. The committement of the client was not going to change but the documents and information to be uploaded were not complete. I had no issue with doing it in that order.
I would think this type of situation comes up often. Hope that helps.
If we have not made a submittal for review to USGBC, how do we "unsign" or remove a "complete" checkmark from our credits? Thanks.
This option is available under the "Credit Information" section. Click the icon that says "In Progress" and the checkmark on the scorecard tab will be removed.
The icons "In Prgress" and "Complete" have not been working on our project on LEEDonline. I have sent a feed back and not received a response in two weeks now. Is there anyone who came across this issue on their projects?
Are you currently in a review phase? Have you recently recieved review comments?
Your LEED-Online access will be limited during a review. After you recieve review comments, you will need to accept the review before all functionality to LEED-Online will return.
If neither of these circumstances are an issue, I would reccomend calling GBCI and having someone on the phone replicate and document the issue. They will be able to direct you from there.
Thanks for your response.
The project is not in review. We are in the process of completing the forms and uploading our documents for a D&C review. I did try calling GBCI on several occasions and have not been able to get connected. Each time I called I was on hold for more than 20 minutes and then when I finally got connected the line cut off.
I hope this gets sorted out soon since we are almost at the end of the project.
I have never had that experience calling GBCI. Maybe this is a no-brainer, but are you calling this number 1-800-795-1746? Assuiming you're in the US.
Finally! I got a reply to my issue. The Representative from GBCI asked me to run the compatibility tool on internet explorer and it worked. Just in case there are other who have the same issue the procedure to follow is:
1. Click on Tools on your internet explorer
2. Then scroll down till you get to a line compatibility tool.
3. If there is no check saying its ok then you have a problem.
The solution is as easy at click on it and click on ok on the box that appears.
And viola it should work!!
LEEDuser is now linking to the LEED 2009 Form Data Matrix (which is awesome) rather than posting our own spreadsheet as before. Let us know if you have any questions, or if you see anything cool on the spreadsheet.
What if there are multiple owners for the project? We have downloaded the Agent Authority form, but that just releases a single owner to a single agent. Is there a way to list multiple owners? Thank you for your help.
Jason, I would contact GBCI and get their guidance on how to handle this. And please let ius know what you learn.
What if I'm the electrical engineer on record, and the CxAThe commissioning authority (CxA) is the individual designated to organize, lead, and review the completion of commissioning process activities. The CxA facilitates communication among the owner, designer, and contractor to ensure that complex systems are installed and function in accordance with the owner's project requirements. for the project?
How can I sign both as CxA and electrical engineer?, since when I was assigned as responsible I was assigned to just one activity.
Xavi, how can you be both the CxAThe commissioning authority (CxA) is the individual designated to organize, lead, and review the completion of commissioning process activities. The CxA facilitates communication among the owner, designer, and contractor to ensure that complex systems are installed and function in accordance with the owner's project requirements. and the electrical engineer? EAp1 requires these roles to be independent.
honestly i m confused by rerquired signatory.
how GBCI knows that the initial provided are really for the client for example.
and is there any document is required to be uploaded to show that the initials are for the person required
Tarek, see Jason's comment below about Team Administration. I think this answers some of your questions.
It looks to me that the Lighting Designer needs to initial on EAp2, not EAc1 (NC, Option 1 Path).
I'll check that out and make the change to the spreadsheet. Thanks for the fact-checking!
This is a great resource - thanks for providing it! One additional aspect of required signatures is the critical importance of updating the Team Administration tab in LEED Online. In order to have these signed credit forms approved during the review process, you need to make sure to add all relevant project team members to the list of team members in LEED Online. You'll also need to make sure to assign them the proper project role. The key step in this new requirement in LEED Online v3 is that the required signatory must be signed into LEED Online using their own login account when they sign the form. When a Credit Form is signed, the system adds an automatically-generated datestamp to the form that includes the name and project role of the person who actually signed it. If someone tries to sign the form in the place of the required signatory, the system will record that and the review team will note the discrepancy. Even if all of your documentation is perfect, the credit will be marked pending during your application review in order to get the authorized team member to sign the form. Save yourself some time down the road by setting up the Team Administration page early in your project and be sure to train all your team members on the correct way to sign these forms.
We just discovered that ourselves. We've got an Owner who seems to be averse to using the sight so we sign-in under my name and she types in her initials. Of course, the review team doesn't know this so they've marked all of these credits as pending. Seems logical I suppose.
Thanks for the tip, Jason. We've been scratching our heads for a few days here about why the magic "Y" isn't showing up in a form.
Okay, but we're a large REIT, doing our LEED application in-house, so there isn't an owner/client per se. Would a designated rep for the owner be appropriate? Could the property manager act as both the PM and the owner?
Yes, if they take on that role within LEED Online.
Multiple licensed/registered professionals can work on a project in the same dicipline, depending on the project. However, only a few individuals stamp the CD set dwgs. Does the professional who signs off on the LEED documentation (because they are most closely related to the info and did the calculations) have to be the same person who stamps the dwg for a discipline (elect/mech/landscape/etc)? Do the reviewers of the LEED documentation see this as a disconnect, or is it a non-issue?
It's been a non-issue since, as you point out, there are so many licensed, responsible professionals overseeing work who are not necessarily the same person stamping a particular drawing.
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