Project Information form

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A forum to help you complete the Project Information form

Editor's Note: LEEDuser now has a dedicated set of forums for Project Information Forms. You can find these within each of our rating systems through this menu. Please post all new PI form questions there.

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Tristan Roberts LEED AP BD+C, Executive Editor – LEEDuser BuildingGreen, Inc.
Nov 21 2012
LEEDuser Moderator

Project Information (PI) forums

LEEDuser now has a dedicated set of forums, including sample documents, for Project Information forms. Please post questions and thoughts there, through this menu of LEED credits. Thanks for participating!

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Ronald Dean Sumac Inc.
Sep 27 2012
LEEDuser Member
1937 Thumbs Up

PI form1

Igreetings.
I wonder if you can help me with a question regarding the PIform1.
this PI form1 explains that must share information, as the project is in Peru and applies C & S do not consider option 1 or option 2, so I select the option 3 format approved, it displays an option to upload a file to which this signature and date Owners with PI Form1 fragments.

This causes problems because the project was planned so that the design phase is in charge of a company, the construction phase is in charge by a different company and a different team make the supervision of the entire process for LEED certification, once the building will be sold commercial areas within this and include assigned a document in which all have full control over their areas purchased and partial control over the common areas, if the condition of this PI is to document Form1 energy consumption data (electricity and water) in the next five years and that the person in charge of the building in the years to sign this document on LEEDONLINE load, as might be done?, how could I proceed? if it is not certain who is in charge as the owner during the following years.

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Tristan Roberts LEED AP BD+C, Executive Editor – LEEDuser, BuildingGreen, Inc. Nov 21 2012 LEEDuser Moderator

Ronald, sorry for the slow reply, but could you please post this to our CS PIf1 forum? Thanks.

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Catie Ryan Project Manager, Terrapin Bright Green Mar 03 2017 LEEDuser Member 11 Thumbs Up

Hi Tristan, I have the same question, but I don't see a response here or the PIf1 forum, and the "Post a Comment" button isn't working in the forum.

To clarify, can a project change it's data sharing method (e.g., from Option 2-USGBC Approved Data Template, to Option 1-Third Party Data Source) over the course of the 5 year data sharing requirement period?
Thank you.

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Maura Adams Environmental Stewardship Manager
Aug 09 2012
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2716 Thumbs Up

PIf4 Narrative: Level of detail

What level of detail in the building systems narrative is expected? The review team asks for "a description of all base buildingThe base building includes elements such as the structure, envelope, and building-level mechanical systems, such as central HVAC, and materials and products installed in the project (e.g., flooring, casework, wall coverings). systems and types of controls." My inclination is to keep it simple, but I could just as easily upload the whole Basis of DesignThe 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. and the review team would have more than enough information.

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Tristan Roberts LEED AP BD+C, Executive Editor – LEEDuser, BuildingGreen, Inc. Sep 05 2012 LEEDuser Moderator

Maura, I would keep it simple—enough information to answer the question, but not so much to give the reviewer a lot of extra material to sort through.

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Gail Vittori Co-Director Center for Maximum Potential Building Systems
May 31 2012
LEEDuser Member
596 Thumbs Up

PIF#4: Project floor plans and sensitive information

Has anyone had experience working on a project where floor plans contain sensitive information and the owner has requested certain details be redacted for security reasons? Have reviewer taken issue with redacted floor plans? The plans have been largely scrubbed of space names and some spaces greyed out.

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Emily Catacchio Sustainability Specialist, Wight and Company Jun 06 2012 Guest 9886 Thumbs Up

You can name the spaces whatever you like as long as it's clear and consistant -- it doesn't have to be the real space names. I'm not sure what you mean by "spaces greyed out," this may or may not be an issue, I would contact GBCIThe Green Building Certification Institute (GBCI) manages Leadership in Energy and Environmental Design (LEED) building certification and professional accreditation processes. It was established in 2008 with support from the U.S. Green Building Council (USGBC). about it. 

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dina salah eldin Architect, Leed AP
Apr 21 2012
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83 Thumbs Up

Pif4 interiors

Hi everybody,
If you just have sections.Pdf file thru the building, can it be used instead of internal elevations while completing PIF4, and what the caption should say then , section showing internal elev. or what ?

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Susan Walter Specifications Director, Populous Apr 23 2012 LEEDuser Expert 22591 Thumbs Up

If your sections describe the interiors of the project, it should be okay. You'll want to ensure that the scale/detail is appropriate. By this I mean, most interior elevations are drawn at 3/8" or 1/4" to 1'-0". If your sections are smaller than that, details are likely left out. You may want to consider elevating a few key elevations at a larger scale.

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Markus Henning M.Eng Facility Management LEED AP BD+C | LEED GCP Alpha Immobilien Consulting GmbH
Apr 17 2012
Guest
403 Thumbs Up

PIF4 Project Information Form 4

Our project’s Design Review Submittal was returned with various comments across the board (prereqs, credits and even to PI forms). The final review returned with still two open items, a prerequisite and an PI form#4. After appealing both, we got the prerequisite cleared but, to our surprise, got the PI form rejected again with comments on the projects narrative. By now, we had re-written and submitted this narrative three times and got all submitted design prerqs/credits approved. Apparently we must do something right but are not capable of writing a narrative.

Review Comment:
…’The revised LEED Credit Form narrative and a supplemental narrative have also been provided describing three aspects of the project team`s efforts to create a sustainable project.
However, the provided project narratives do not describe the process for preparing the LEED Certification application or provide examples of substantial challenges faced by the project, as required by the form.’

TECHNICAL ADVICE:
Please provide a revised narrative including a description of the process for preparing the LEED Certification application and examples of substantial challenges faced by the project team in the development of a sustainable project.

Does anyone know what that typical pitfalls for this narrative are and what we could have missed? We are not new to the LEED certification world and have certified numerous buildings. Are there any standard documents describing the process for preparing a LEED Certification? The Review Team says that we do not describe the process for preparing the LEED Certification. Our narrative describes project team, different organizations and related tasks. Also we describe the project site conditions, the process and special challenges, detailed down to the credit name. Are there any headlines available to sufficiently reply to the review comments?

Any input is highly appreciated - thanks to everyone!

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Samantha Harrell LEED Project Reviewer certificate holder Apr 17 2012 Guest 3161 Thumbs Up

Hi Markus, in my experience this narrative submittal is often short and sweet addressing some, but not always all, of the information requested on the form, so it's typical for revisions to be requested. However, if you feel that you've already included the requested descriptions in your narrative, it may help to designate your responses with numbers or highlights to clearly demonstrate that all the required information has been included. (For example "Our process for preparing the LEED certification application consisted of steps 1, 2, and 3. Examples of substantial challenges include x, y, z.")

Not that it needs to be this formal or lengthy, but here's an outline from the LEED Online v3 Help section (Home > Navigating Projects in LOv3 > Later: Reviews & Reviewers > Submit for Review) that you might consider using/modifying to explain how your team prepared the LEED certification application:
1. Designate a Project Administrator or project manager who will be submitting the application for review
2. Complete all forms
3. Mark all credits in the application complete
4. The project owner signs the LEED Certification Agreement
5. The submittal requirements have been met
6. Verify CIRs are complete and any instructions are clear to the reviewer, if applicable.

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Mauricio Ramirez
Mar 27 2012
Guest
870 Thumbs Up

Specific measurement system required?

I have projects in Mexico that are measured in metric plans. All my calculations have been done in imperial units, as if it's required by LEED. I want to know if the General Plans required in the PI forms need to be measured in imperial. I check again and again the Reference Guide and haven't locates any requisite, so I ask the team to submit the plans with measurements in metrics, but all tha tables and calculations are in imperial units. We could have the general plans with general measurements that could be in imperial units, but the details and other plans in metrics as the measuerements are not relevant for leed. When a specific requirement is stated like the bike racks distance to entrance or other, a specific plan is made with imperial units calculates. Is this view right? Thanks.

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Mike Barker Principal : Energy / Electrical Engineer, BuildingPhysics South Africa Mar 28 2012 LEEDuser Member 2093 Thumbs Up

I understand metric is acceptable - some of the Beta forms now also allow metric.

We submitted plans and elevations in metric and they were accepted. LEED is going international in a big way.

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Mauricio Ramirez Apr 16 2012 Guest 870 Thumbs Up

Thanks for sharing your experience Mike. I'll do in metric and post to the forum any further comment.

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Renee Shirey
Mar 20 2012
LEEDuser Member
4158 Thumbs Up

Denied Project Information form?

Has anyone ever had a denied PI form? It isn't an actual credit, so how do you "fix" it? IS an Appeals process actual required, since it isn't a credit or prerequisite? I don't understand the Denial status, instead of the Pending (with request for revision) since it seems like they are asking for a revision of the information, which is easily done. Help!

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Tristan Roberts LEED AP BD+C, Executive Editor – LEEDuser, BuildingGreen, Inc. Sep 05 2012 LEEDuser Moderator

Renee, did you receive any message about the nature of the issue with the form?

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Stantec Inc. Stantec, Inc. Sep 05 2012 LEEDuser Member 532 Thumbs Up

I submitted my question to GBCIThe Green Building Certification Institute (GBCI) manages Leadership in Energy and Environmental Design (LEED) building certification and professional accreditation processes. It was established in 2008 with support from the U.S. Green Building Council (USGBC). and was informed that a denied PI form does not require an Appeal (thankfully). I revised it and submitted it with my other credits that had required clarification. They have since been approved.

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Stantec Inc. Stantec, Inc. Sep 05 2012 LEEDuser Member 532 Thumbs Up

Tristan, just for clarification, my company had a name change and my response shows my name as "Stantec IP" instead of "Renee Shirey".

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Tristan Roberts LEED AP BD+C, Executive Editor – LEEDuser, BuildingGreen, Inc. Sep 05 2012 LEEDuser Moderator

Renee, if you now have company-wide IP access to LEEDuser (anyone out there who wants the same, contact me), you should still be able to log in to your personal account for the purposes of posting to the forum.

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David Menk Project Architect RSP Architects
Feb 09 2012
Guest
128 Thumbs Up

PIf4 Interior Renderings/Drawings

For the requirement of uploading interior renderings or drawings during the design phase -- what kind of drawings are acceptable? Must they be 3d renderings or are interior elevations acceptable?

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Tristan Roberts LEED AP BD+C, Executive Editor – LEEDuser, BuildingGreen, Inc. Feb 17 2012 LEEDuser Moderator

David, I don't think 3D renderings are a requirement. If what you have are elevations, then that should be acceptoable.

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Ross Spiegel Principal Ross G. Spiegel Architect
Dec 21 2011
Guest
244 Thumbs Up

New PI Form 2 Version 4.0

I am working with the latest version of PI Form 2 on a project and it includes several new lines to complete. One that we are struggling with ask for the "square footage of all parking areas." Does anyone know what is included in the calculation for "all parking areas"? Does it include just parking spaces, driveways, or all paved areas?

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David Posada Integrated Design & LEED Specialist, SERA Architects Feb 17 2012 Guest 21447 Thumbs Up

It's probably the gross square footageSum of the floor areas of the spaces within the building including basements, mezzanine and intermediate-floored tiers, and penthouses with headroom height of 7.5 ft or greater. It is measured from the exterior faces of exterior walls or from the centerline of walls separating buildings, but excluding covered walkways, open roofed-over areas, porches and similar spaces, pipe trenches, exterior terraces or steps, chimneys, roof overhangs, and similar features. of all parking areas, which would include spaces, drive aisles, ramps, etc. In some projects, that might include all paved areas, but not necessarily.

Since this data field doesn't appear to be linked to any other forms, I suspect this number is used more for understanding the general work scope and scale of the project, and not for performing specific calculations that would make a difference in earning a credit or meeting a pre-requisite.

Part of the challenge of LEED is knowing when we need to use exact, precise numbers consistent with other numbers, and when we can use less precise "round numbers." One way to check that is to check the credit forms or download the "active versions" of the sample forms – where the data fields are highlighted in yellow they are linked to other credit forms, so for these it may be more critical to be precise. It looks like the area for parking is not linked, so if it doesn't raise any red flags, you could treat is as a round GSF number.

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Ross Spiegel Principal, Ross G. Spiegel Architect Feb 17 2012 Guest 244 Thumbs Up

Thanks for your response David. We will review to make sure that information is not linked to any other forms and if it isn't just use "round numbers."

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Luis Miguel Diazgranados Green Factory
Nov 17 2011
Guest
1519 Thumbs Up

Table PIf 3-1

Hi everyone:

I'm working in a CS project, and I've been filling table PIf 3-1: Space Usage Type. In this project, offices are for sale, and therefore I'm not sure if the tenant spaces should be considered for lease or not. From what I take, a lease is a rental contract, but I'm not sure if selling the space can also be considered a lease.

So, in the "Owned or leased" column I've been selecting owned for every space (since offices will be owned by the buyers), but I have started to think that LEED places this column in order to understand which areas will be tenant owned (and therefore not in the CS scope?), and which areas will be general building areas (lobby, halls, technical rooms, etc...). So know I'm really confused about how to deal with this column. Any Ideas?

On the other hand, should I include tenant areas in the CS project scope?

I would really appreciate any help you can give me. Thank you!

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Luis Miguel Diazgranados Green Factory Nov 18 2011 Guest 1519 Thumbs Up

Hi, I had a minor lapsus with the scope question. Of course tenant areas are part of the CS scope. Anyway, the question about leasing still stands. Any idea?

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Lauren Wallace LEED Project Reviewer, LEED AP BD+C, Senior LEED Specialist, Certifications Department Manager, Epsten Group, Inc. Jan 06 2012 Guest 2055 Thumbs Up

Hi, Luis! If the project you are certifying is a CS project, then you have to imagine that you are the owner of the Core and Shell building when filling out the Project Information forms. For example, even if the spaces will eventually be "owned" by some entity, they are not technically "owned" by the Owner. Therefore, you would need to indicate those spaces as "leased." You would only indicate them as "owned" if the Owner intends to occupy them. This also helps to clearly indicate which spaces are not in the CS scope. You should note that projects where more than 50% of the space will be "Owner-occupied" are considered better suited to apply as NC projects. I hope that this helps to alleviate some of your confusion.

As to your second question, you would answer most of these questions (which portions of the scope are Owner versus Tenant) under PI form 5.

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Kimberly Frith Sustainability Consultant Alto Sustainability, LLC
Nov 04 2011
LEEDuser Member
4700 Thumbs Up

Core & Shell Lease Agreement - No Tenant Yet

LEED Online requires the team to upload the lease agreement signed by both the Owner and Tenant - what if the Owner is not expecting to have a tenant in line at the time of certification (i.e. the speculative building could be empty for a while before a tenant signed the lease)? Is it acceptable to provide the lease agreement only signed by the Owner in this case?

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Susan Walter Specifications Director, Populous Nov 04 2011 LEEDuser Expert 22591 Thumbs Up

You can produce an Owner/Tenant lease agreement that is the basis of future lease agreements. They may want to see the first couple of signed leases and they may want an additional letter stating committment to that type of lease.

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Lew Bonadies Vice President, Operations, LEED AP O+M Sol design + consulting
May 11 2011
Guest
255 Thumbs Up

Preferred file format for plan uploads - PIF4

When uploading floor plans, site plans, elevations etc. are pdf files the accepted format, or can we use the new Autodesk Design Review dwf file format? Like Adobe, Autodesk offers a free reader

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David Posada Integrated Design & LEED Specialist, SERA Architects May 11 2011 Guest 21447 Thumbs Up

In the interest of simplicity, I'd stick with PDF files, since you don't know who, where, or on what system your project will be reviewed.

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Erica Downs Sustainability & LEED Consultant
Apr 04 2011
LEEDuser Member
3139 Thumbs Up

specific mechanical drawings for PI4?

Does anyone know specifically which "mechanical" drawings GBCIThe Green Building Certification Institute (GBCI) manages Leadership in Energy and Environmental Design (LEED) building certification and professional accreditation processes. It was established in 2008 with support from the U.S. Green Building Council (USGBC). is looking for here? We have 26 drawings just for mechanical (not including electrical or plumbing). I assume they don't want all 26...

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David Posada Integrated Design & LEED Specialist, SERA Architects Apr 05 2011 Guest 21447 Thumbs Up

The main role of the overview documents is to help the reviewers understand the context of the whole project and systems since individual credits are often reviewed by different people. Since they may not see the documentation for other credits, you can minimize misunderstanding and off-base requests for clarification by providing good background information. For mechanical sheets, usually the overall plan sheets rather than details or enlarged plans are sufficient.

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Renee Shirey May 10 2011 LEEDuser Member 4158 Thumbs Up

Is everyone taking it to just mean the HVAC dwgs (piping & ducts), and not the electrical, plumbing, etc? Same goes for the mechanical schedules - include just the HVAC schedules, or schedules for all MEP items? Since it asks for a narrative describing all the systems, it makes me wonder what they mean by "mechanical".

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Kimberly Frith Sustainability Consultant, Alto Sustainability, LLC May 10 2011 LEEDuser Member 4700 Thumbs Up

Renee,

Yes, the HVAC drawings for piping & ducts are the mechanical drawings for this area of LEED Online. You'll need to provide lighting drawings if you're pursuing SSc8 or EQc6.1, and a plumbing fixture schedule for WEp1.

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Renee Shirey May 10 2011 LEEDuser Member 4158 Thumbs Up

If that is the case, I find it strange that the individual credit/template doesn't ask for those specific dwgs, or that at least the PI 4 directions don't clarify what to upload (if going for this credit, upload this information). Thanks for the info - I will add in the elec dwgs with the mechanical, and the plumbing schedule with the mech schedule (probably the elect one too, for good measure).

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Kimberly Frith Sustainability Consultant, Alto Sustainability, LLC May 11 2011 LEEDuser Member 4700 Thumbs Up

Renee, I'm sorry if my response was confusing. If you're pursuing SSc8, you would upload the lighting drawings under the SSc8 required uploads section, not under PIf4.

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Erica Downs Sustainability & LEED Consultant
Apr 04 2011
LEEDuser Member
3139 Thumbs Up

"photos with captions" requirement on PIf4

Project Info Form 4 asks for uploads of building photos "with captions". Is a descriptive file name sufficient, or must the photos be inserted in a document that allows for actual captions next to the photos?? Example, "building_exterior.jpg" vs. a word doc with photo and text "building exterior". Thanks!

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David Posada Integrated Design & LEED Specialist, SERA Architects Apr 05 2011 Guest 21447 Thumbs Up

Similar to my comment above, a descriptive file name should be sufficient, such as "east_elevation.jpg" "main_entry_from_south.jpg".

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Tarek Dalati Sustainbility manager CRHI
Mar 07 2011
Guest
1249 Thumbs Up

PIf4-mechanical schedule

what is meant pi L3-mechanical schedule.
where can i find filled project information forms(1-4)

regards,
tarek

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David Hubka Director of Operations, Transwestern Sustainability Services Mar 08 2011 LEEDuser Expert 5318 Thumbs Up

Mechanical schedules refer to the HVAC info typically found in spreadsheet form on the mechanical plans. Info usually includes equipment tagLEED Technical Advisory Group (TAG): Subcommittees that consist of industry experts who assist in developing credit interpretations and technical improvements to the LEED system., manufacturer, model number, fan volumes, heating / cooling capacities and efficiencies.
The mechanical engineer should be able to supply this info.

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Susan Di Giulio Project Manager Zinner Consultants
Feb 18 2011
LEEDuser Member
2112 Thumbs Up

PIf4

This Project Information form asks for the URL of the ma image of the project's location. How do you do that? I always use Google Earth or GoogleMaps for SS credit backgrounds, but the URL is just their website. What is GBCIThe Green Building Certification Institute (GBCI) manages Leadership in Energy and Environmental Design (LEED) building certification and professional accreditation processes. It was established in 2008 with support from the U.S. Green Building Council (USGBC). looking for here?
Susan

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Kimberly Frith Sustainability Consultant, Alto Sustainability, LLC Feb 21 2011 LEEDuser Member 4700 Thumbs Up

Susan,

When you are using Google Maps, there is a way to link to what the screen is showing, on the top right of the webpage click "link". Here's an example link to the GBCIThe Green Building Certification Institute (GBCI) manages Leadership in Energy and Environmental Design (LEED) building certification and professional accreditation processes. It was established in 2008 with support from the U.S. Green Building Council (USGBC). office in DC):

http://maps.google.com/maps?f=q&source=s_q&hl=en&geocode=&q=2121+L+Stree...

It has the building address identified with a marker. If your project doesn't have a street address identified in Google Maps yet, I would use the nearest intersection and upload your vicinity map showing the actual location.

Hope this helps!

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Deborah Spira
Sep 13 2010
Guest
446 Thumbs Up

Residental AND Commercial

Hi,
I'm working on a LEED project with both residental and commercial spaces. The building is a multi-family dwelling with commercial shops at ground level. What type of shops will rent the commercial spaces are not yet decided and will not be decided until the construction of the building is completed. How should I treat the commercial spaces when LEED certifying the whole project building?

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Tristan Roberts LEED AP BD+C, Executive Editor – LEEDuser, BuildingGreen, Inc. Sep 13 2010 LEEDuser Moderator

Deborah, I'm guessing you're working on PIf4, which asks you to fill out different space usage types.

I would fill out the square footage for the residential portion, and then enter another space usage type for the retail portion(s). There are seven choices for the retail space, and I'm guessing you could easily narrow it down to one or two possibilities, e.g. "open shopping center."

 

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