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Introducing BOMA BEST® 3.0

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1. Program development 2. BOMA BEST ® 3.0 – What’s

new? 3. BEST Practices 4. BOMA BEST ® 3.0 – What

stays the same

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5. BOMA BEST ® Online Portal • Dashboard • My Properties List • Create New • Property Characteristics • Access to Questionnaire

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BOMA BEST 3.0 refers to the whole package: 1. Content: New Sustainable Buildings questionnaires

2. Online Portal: New online platform to complete the certifications

Also includes Multi-Unit Residential Buildings (MURB) & Health Care V2 questionnaires offered on the new Online Portal.

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About BOMA BEST® 3.0 – Overview

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Background 1 Development 1

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About BOMA BEST® 3.0 – Development • First draft from Stantec • Feedback from over 100 volunteer stakeholders representing largest users,

consultants, and service providers; • Special Task Forces set up for Energy and Waste Sections to further refine

the sections;

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About BOMA BEST® 3.0 – Development

• Volunteer stakeholders assisted in re-configuring some of the questions; • Pilot project with 28 buildings; • Updates to first and second draft were made by Stantec; • Scoring methodology and organization finalized with the support of

Stantec and WSP.

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BOMA BEST® What’s New? 2

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• New questions • New BEST Practices • New

organization/categories • New thresholds for

certification levels

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About BOMA BEST® 3.0 – What’s new

New content for 5 Asset Classes: • Office • Enclosed Shopping Centres • Light Industrial • Open Air Retail • Universal (NEW)

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Ten areas of management and performance

Each section is divided in 5 parts: • Demonstration of intent • Assessment • Operations and Management • Building Systems • Innovation

Content Organization

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• Approximately 140-180 questions, depending on asset class.

• Questionnaires are typically out of 1000 points.

• Energy represents approximately 30-35% of all points.

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Content Organization

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Certified Bronze Silver Gold Platinum

BEST Practices + score below

20%

BEST Practices + score between

20 - 49%

BEST Practices + score between

50 - 79%

BEST Practices + score between

80 - 89%

BEST Practices + score above

90%

BOMA BEST ® 3.0 Levels

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MURB and Health Care buildings will also be scored based on the new thresholds – regardless of which online system is being used.

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Energy and water benchmarking is performed using the Energy Star Portfolio Management methodology for all modules in the new Online Portal (includes the MURB and Health Care surveys)

2 options for data entry: 1. Users enter data directly into the BOMA BEST Online Portal 2. Users link an existing Energy Star Portfolio Management

account with their BOMA BEST account. All data is shared between the two portals (no double entry).

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Energy Star Portfolio Management Integration

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Energy Star Score

Energy Use Intensity

Water Use Intensity

Other

Office Yes No Yes

Universal Yes No No Qualitative questions

Shopping Centre No No No Qualitative questions

Light Industrial No No No Qualitative questions

Open Air Retail No No No Qualitative questions

MURB No Yes Yes

Health Care No Yes Yes

Performance points are awarded in the following way for each asset class:

Energy and Water Performance

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• Does the capital plan include measures to ensure continuous improvement of the energy efficiency of the building envelope?

• Has a low-cost energy conservation measure been implemented in the last three (3) years?

• Has the building manager acted on recommended corrective actions identified in the IAQ audit?

• Is the building’s environmental performance tied to one or more key performance indicators (KPIs) for building staff?

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Sample questions

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1. Ongoing access to online portal for three years (duration of the certification):

• Ongoing data entry • Questionnaire update as improvements are

made to the building • Track certifications, etc.

2. Portfolio view of all buildings in the account 3. Reporting capabilities 4. More improvements are coming!

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Benefits of new Online Portal

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BEST Practices 3

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Office, Enclosed Shopping Centres, Universal (3.0) = 16 BEST Practices

Light Industrial, Open Air Retail (3.0) = 14 BEST Practices

MURB, Health Care (V2) and on new portal = 14 BEST Practices

Documentation demonstrating compliance with the BEST Practices must be uploaded in the questionnaire (for all questionnaires on the 3.0 platform, includes MURB and Health Care)

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BOMA BEST ® 3.0 BEST Practices

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Category # BEST Practice

Energy 1 Preventative Maintenance Program

Energy 2 Energy Assessment

Energy 3 Energy Management Plan

Energy 4 Energy Reduction Targets

Water 5 Water Assessment

Water 6 Water Management Plan

Air Quality 7 Indoor Air Quality Monitoring Plan

Comfort 8 Occupant Service Request Program

BOMA BEST ® 3.0 BEST Practices

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Category # BEST Practice

Health & Wellness 9 Hazardous Building Materials Management Program

Health & Wellness 10 Hazardous Chemical Products Management Program

Custodial 11 Green Cleaning Program

Waste 12 Source Separation Program

Waste 13 Waste Audit

Waste 14 Waste Reduction Work Plan

Stakeholder Engagement 15 Sustainability Policy

Stakeholder Engagement 16 Occupant Sustainability Communication Program

BOMA BEST ® 3.0 BEST Practices

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BEST Practices 3

BOMA BEST® What stays the same 4

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BOMA BEST ® 3.0 Process Overview

Online registration

Payment is collected offline

Online assessment

Online request for verification

On-site third party verification

3 year certification period (annually for Portfolio Program)

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• Available in French and English. • Assessments must still be completed in 6 months. • National Program management, delivery through Local

BOMA Associations (with the exception of Portfolio Program that is managed by BOMA Canada).

• Standards used for energy and water efficient technology remains the same.

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3.0 vs V2 – What stays the same?

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• Fees remain the same as V2 (note: there will be an approximately 10% increase of all fees on January 1, 2017, regardless of what version is used).

• Verification expectations remain the same (except documentation supporting BEST Practices must be uploaded in the online questionnaire).

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3.0 vs V2 – What stays the same?

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BOMA BEST® Sustainable Buildings Application Guide 3.0 • Step-by-step guide from registration to certification • Building definitions • Definition of a “single building” in BOMA BEST, i.e. when

can multiple structures register using a single questionnaire?

• GFA definition for ENERGY STAR • Verification process • BEST Practice Guidelines • Program Policies

Resources

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• BOMA BEST® Sustainable Buildings Waste Audit Requirements

• ENERGY STAR FAQ

Resources Cont’d

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• September 21, 2016 – BOMA BEST® 3.0 official launch at BOMEX®

• September 26, 2016 – Public access to BOMA BEST® 3.0

• September 30, 2016 – last date to begin certification/recertification on v2

• October 1, 2016 – all new applications only on BOMA BEST® 3.0.

• February 28, 2017 – all v2 assessments must be “locked”

• March 1, 2017 – v2 no longer available

• March 31, 2017 – final verifications and awards under v2

V2-3.0 Transition Plan

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• Applicants whose certifications are expiring before September 30th, 2017

are welcome to purchase a 1 year extension of their certification for 1/3 of

the total certification cost.

• This will allow applicants to take the time to become fully comfortable

with the new 3.0 standard.

• If interested, contact your Local BOMA Association or BOMA Canada.

Purchasing a certification extension

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BOMA BEST ® 3.0 Online Portal

• Dashboard • My Properties List • Create New • Property Characteristics • Access to Questionnaire • Request Verification

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Thank you!

Hazel Sutton hsutton@bomacanada.ca

416-214-1912 x.103 bomabest.org