incorporating leed into project...

INCORPORATING LEED INTO

PROJECT SPECIFICATIONS

Session 1

THE BASICS OF SPECIFICATIONS

AND LEED PROJECTS

THE CONSTRUCTION

SPECIFICATIONS INSTITUTE

1.0

Incorporating LEED into Project

Specifications, Part 1

The Construction Specifications Institute is a Registered Provider with The

American Institute of Architects Continuing Education Systems. Credit

earned on completion of this program will be reported to CES Records for

AIA members. Certificates of Completion for non-AIA members available

on request.

This program is registered with the AIA/CES for continuing professional

education. As such, it does not include content that may be deemed or

construed to be an approval or endorsement by the AIA of any material of

construction or any method or manner of handling, using, distributing, or

dealing in any material or product. Questions related to specific materials,

methods, and services will be addressed at the conclusion of this

presentation.

AIA

CEN

This program is a registered educational program with the Construction

Specifications Institute of Alexandria, VA. The content within this program

is not created or endorsed by CSI nor should the content be construed as

an approval of any product, building method, or service. Information on the

specific content can be addressed at the conclusion of this program, by

the Registered Provider.

Credit earned for completing this program will automatically be submitted

to the CSI CEN. Completion certificates can be obtained by contacting the

Provider directly.

This logo and statement identify Provider programs registered with the CSI

CEN and are limited to the educational program content.

Presenters

Linton Dunn Stables, III, CSI, CCS, LEED AP

Senior Associate Perkins Eastman Architects

Ross G. Spiegel, FCSI, CCS, CCCA, FAIA, LEED AP

Senior Specification Writer Fletcher-Thompson, Inc.

Susan M. Kaplan, CSI, CCS,

LEED AP

Director of Specifications and

Sustainability, HLW International

Webinar Goals

• Understand the basics of LEED requirements

and how they relate to specifications

• Understand the importance of specifications

for a LEED project

• Learn how CSI formats support LEED projects

• Find out how the team on LEED project needs

to work together and with the specification

writer

LEED REQUIREMENTS AND HOW THEY

RELATE TO SPECIFICATIONS

What is LEED

• LEED includes several types of Rating Systems that evaluate buildings, (and neighborhoods) for compliance with environmental and energy standards and goals.

• LEED is a system based on specific categories. Each category has assigned credits with points that are earned to contribute to building certification at graduated levels

LEED Categories

• Sustainable Sites

• Water Efficiency

• Energy and Atmosphere

• Materials and Resources

• Indoor Environmental Quality

LEED Checklist

Intent

Requirements

Submittals

Technologies &

Strategies

LEED Format

LEED – Online Forms

LEED and Specifications

• For every point that is attempted to be earned you must provide evidence of compliance in some manner to be submitted to USGBC .

• Every point attempted to be earned must be implemented by some member of LEED team

• Specifications have a major role in describing the who, what, and when for a significant amount of required credit submittals.

THE IMPORTANCE OF

SPECIFICATIONS FOR A LEED

PROJECT

How do LEED specifications differ

from other specifications?

• New material and system requirements

• New construction requirements and procedures.

• New legal considerations

• More integration needed throughout project.

• More elaborate submittals and substitution

restrictions

16

Specifications Perform the Following

Tasks (this is the most important slide in presentation)

Describe LEED requirements within standard accepted

formats

Define LEED team responsibilities

Describe procedures included throughout the building

life cycle

Describe construction related LEED requirements

Ensure that you get the LEED requirements you need

None of these are a part of the role of Drawings

The Different Roles of Specifications

and Drawings

Specifications

• Define qualitative and administrative requirements for products, materials, quality, and workmanship

• Complement drawings to describe in detail product quality and installation detail

The Different Roles of Specifications

and Drawings

Drawings

• Are a graphic and textual information on 2-dimensional surface to convey data about work

• Indicate relationship of materials to each other by indicating size, location, quantity, and connection.

• Note Generic names

• Identify but not describe materials and components

• Show extent of alternates, areas of construction phasing and limits of work

HOW CAN CSI FORMATS HELP

SUPPORT A LEED PROJECT

The Whole Project Life Cycle

Project

Conception

Project

Delivery

Facility

Management

Design

Construction

Documents

Construction

Bidding/Negotiating/

Purchasing (Procurement)

PhasesPhases BiddingPre-project

Planning

Preliminary

DesignProcurement Construction OperationsDesign

CSI Formats Covering the Project Life Cycle

GreenFormatGreenFormat

National CAD

Standard

National CAD

Standard

OmniClassOmniClass

MasterFormatMasterFormat

UniFormatUniFormat UniFormatUniFormat

SectionPageFormatSectionPageFormat

Cost estimateCost estimateDetailed Design, Specification,

Product search, selection

Detailed Design, Specification,

Product search, selection

Bid

packages,

price

discovery

Bid

packages,

price

discovery

Purchasing,

Scheduling,

Change mgmt

Purchasing,

Scheduling,

Change mgmt

Conceptual

Design, Cost

Planning

Conceptual

Design, Cost

Planning

Asset modeling,

Facility mgmt.

Asset modeling,

Facility mgmt.ProcessesProcesses

Information Information

StandardsStandards

CSI Formats for Discussion

• Uniformat

• MasterFormat

• SectionFormat

• Green Format (to be discussed under a later

session)

UniFormat

�Organizes early information into

standard order or sequence on

basis of systems & assemblies

�Based on physical parts of a

facility characterized by their

function

�Most effective in earlier stages

of project before particular

materials & methods selected

�Not what is usually considered a

SPECIFICATION FORMAT

What is MasterFormat?

FUNCTIONALLY DEFINED

• Master list of titles & numbers used to

organize information by work results

• Primary Uses: Organize bidding & contract

requirements, specifications, drawing notes,

product info, & cost data

Divisions Typically Used for

Architecture

• Division 01 – General Requirements • Division 02 – Existing Conditions• Division 03 – Concrete• Division 04 – Masonry• Division 05 – Metals• Division 06 – Wood, Plastics, & Composites• Division 07 – Thermal & Moisture Protection• Division 08 – Openings• Division 09 – Finishes• Division 10 – Specialties• Division 11 – Equipment• Division 12 – Furnishings• Division 13 – Special Construction• Division 14 – Conveying Equipment• Divisions 15-19 – Reserved for Future Expansion

Divisions Typically Used For Engineering

• Division 20 – Reserved for Future Expansion

• Division 21 – Fire Suppression

• Division 22 – Plumbing

• Division 23 – Heating, Ventilating, & Air-Conditioning (HVAC)


• Division 25 – Integrated Automation

• Division 26 – Electrical

• Division 27 – Communications

• Division 28 – Electronic Safety & Security


Site & Infrastructure Subgroup


• Division 31 – Earthwork

• Division 32 – Exterior Improvements

• Division 33 – Utilities

• Division 34 – Transportation

• Division 35 – Waterway & Marine Construction





Process Equipment Subgroup

• Division 40 – Process Integration

• Division 41 – Material Processing & Handling Equipment

• Division 42 – Process Heating, Cooling, & Drying Equipment

• Division 43 – Process Gas & Liquid Handling, Purification, & Storage Equipment

• Division 44 – Pollution Control Equipment

• Division 45 – Industry-Specific Manufacturing Equipment

• Division 46 – Water and Waste Water Equipment


• Division 48 – Electrical Power Generation


29

MasterFormat 2004 Implications for

LEED/Sustainable Projects

• Now includes all types of constructionIncludes infrastructure: Heavy civil engineering and process engineering.

• Addresses project life-cycle issues

Expansion of operations, restoration, maintenance, decommissioning, assessments, etc.

• Changes “building construction” to “environmental impact.”

• Accommodates new materials and processes.

30

Examples of Standardized Sections

Examples:

22 07 00 - Plumbing Insulation22 07 16 - Plumbing Equipment Insulation22 08 00 – Commissioning of Plumbing

23 07 16 - HVAC Equipment Insulation23 07 19 - HVAC Piping Insulation23 08 00 - Commissioning of HVAC

03 01 30 – Maintenance of Cast-in-Place Concrete03 01 30.51 – Cleaning of Cast-in-Place Concrete03 01 30.71 – Rehabilitation of Cast-in-Place Concrete

31

Sections for New Types of LEED/Sustainable

Projects

Numbers are assigned for types of work not

included before. For example:

01 33 29 01 33 29 –– Sustainable Design ReportingSustainable Design Reporting

01 73 19 01 73 19 –– Construction Waste ManagementConstruction Waste Management

03 11 19 03 11 19 –– Insulated Concrete FormingInsulated Concrete Forming

07 33 16 07 33 16 –– Thatched RoofingThatched Roofing

23 56 13 23 56 13 –– Heating Solar CollectorsHeating Solar Collectors

32 91 13.13 32 91 13.13 –– HydroHydro--PunchingPunching

48 15 13 48 15 13 –– WindmillsWindmills

Specification Division 01

General Requirements: Includes administrative and procedural requirements temporary facilities of total project

Division

01Drawings

Contracting Forms

Procurement Requirements

Specs - Divisions 2-49

Modify

Delineate

Expand

Expand

Expand

Cross

Reference

CrossReference

Supplem

ent

Govern

Govern

Govern

Agr eement

Bonds

General

Conditions

Suppl.

Conditions

Part 2

Products

Part 3

Execution

Part 1

General

Invitation

Instructions

Bid Form

Bid B

ondDivision 01

Relationships

LEED Division 01 Issues

• Project Construction Waste Management

• Construction phase indoor air quality

• Substitutions

• Sustainability/LEED Requirements that govern all

sections

• LEED Submittal Requirements that govern all

sections

SectionFormat

• Standardizes way information is presented

within individual sections into 3-Part Format:

– Part 1 – General: Administrative, procedural, & temporary

requirements, extension of Division 01

– Part 2 – Products: Products, materials, equipment,

fabrication, mixes, finishes, source quality control

– Part 3 – Execution: Installation, application, preparation,

field quality control, cleaning & adjusting

Section Format Revisons

• Revisions that are good for LEED

Part 1

LEED (Sustainable Design) submittal

requirements

LEED (Sustainability) standards and

certification standards

Part 2

LEED (Sustainable) product characteristics

Formalizing Tasks

Added to the End of Sections

Forms and Charts (Some of these may later be finalized and included in the specifications):

• Chart outlining responsibilities for each LEED credit, including gathering and keeping information, LEED template completion.

• Lists to advise the Contractors what they are specifically responsible to provide.

TEAMWORK ON A LEED PROJECT

Project Type (Examples)Schools: Health and student productivity

Laboratories: Mitigation of energy use and hazardous pollution control

Entertainment Center: Human comfort and acoustics

FOCUS on Project attributes

Project LocationClimate

Geography

Urban/Suburban/rural density

Air shed and water shed

Proximity to transportation

How FOCUS relates to Specifications

• Materials and systems are chosen based on

project focus.

• Specific regulations are based on project

focus.

• Emphasis of documentation is based on focus.

Team Integration

• Siting of a building

• Energy

• Site drainage

• Lighting design

• Energy

• Shading devices

• Paint colors

Environmental issues are interconnected(Examples)

• Owner:

Sets basic sustainability agenda with varying levels of knowledge

• Architect/Engineer/Interior Designer:

Designs and documents project with input from all others, validates green choices

• Environmental Consultant/Green Leader:

Organizes green effort and gives technical support, validates green choices .

• Manufacturer/Manufacturer’s Rep:

Provides products and information with varying degrees of knowledge

• Contractor/Sub-Contractor:

Executes projects, participates in LEED submittal process

• Facilities Manager:

Provides facility information and requirements and maintains greening of the project

Specifier:

Supports the choice and validation of green choices, documents design, construction and LEED requirements

LEED Team Roles

LEED Team Members’ Relationships to

Specifications• Owner: Oversees or creates language for basic sustainability

goals

• Architect/Engineer/Interior Designer: Participates in

material choices and gives validation support, provides

information to be documented

• Manufacturer/Manufacturer’s Rep: Provides product

information, offers choices and responds to validation

questions

• Contractor/Sub-Contractors:

– Need clear product information

– Clear definitions of product submittal and substitution

processes

– Need to know their LEED credit submittal requirements

Organizing Tasks

THANK YOU