Where to Now? Inform the Next Generation of Sustainable Design & Construction

Barbra Batshalom, Executive Director

THE GREEN ROUNDTABLE

SPI Green Firm Certification Program: Input for Public Comment Period

1. SPI OverviewThe SPI program, including Certification

2. General IssuesCertification levels, metrics and tracking

3. SPI Evaluation CriteriaOverview of the categories

4. SPI Evaluation CriteriaReview of each category

5. DISCUSSION: Other comments

Agenda

The Origins Of SPI Green Firm Certification

Sustainable Performance InstituteExcellence In Design, Professional Practice

OWNERSHELPING TO CRAFT RFPs DESIGN TEAM SELECTION

PROCESS FACILITATIONPEER REVIEW

STRATEGY

A/E/C TRAINING

CAPACITY BUILDINGPROJECT COACHINGTOOLS & RESOURCES

GREEN FIRM BOOT CAMP

TRIBUTARIES LEADING TO CREATION OF SPI CERTIFICATION

…Building on12 years of work with A/E/C and Owners

What Is The Sustainable Performance Institute (SPI)?

• TOOLS • RESOURCES• TRAINING• ORGANIZATIONAL CERTIFICATION

SPI Certification evaluates and recognizes organizational capability to deliver consistent, high quality sustainable design services. It evaluated this across all aspects of the

company and at all levels.

Being Certified tells property owners that you are reliable and capable.

Program Partners Include:

It is critical for individual practitioners to be skilled and knowledgeable.

IFSustainable capability stops with the individual, a company will never be able to deliver consistent, high quality sustainability services!

Gaps will exist in policy, systems, processes – that lead to institutionalized expectations and high performance.

Why Is “LEED AP” Not Enough?Necessary, But Not Sufficient

COMPANIES

(SPI)PEOPLE

(LEED AP)

Avoid the ParadigmOF RELYING ON A FEW KEY CHAMPIONS

THAT IS NOT “INSTITUTIONALIZING” SYSTEMS: PROCESSES

INDIVIDUAL EXPERTSCHAMPIONS

COMPANY CAPABILITYLEADERSHIP

Observations From The Field

We have a lot of “gaps” to address:

• Lack of leadership, commitment• Lack of accountability structure• Lack of consistency• Lack of integrative process• Lack of quality control• Lack of tools & resources• Lack of shared learnings• Dependence on LEED as a crutch

Human nature doesn’t help….(Don’t we just love new things?)

Signs of Change…Positive changes that we’re seeing:

Clearer Roles & Accountability: Director of Sustainability, other…

Institutionalization of standard practices/processes (IDP)

Partnering: Proactive relationship building using BIM workshops

Investment in green on projects from overhead, even when clients don’t ask for it

Change in workflow – moving integration function to earlier in the project – lowering costs, reducing risk

Project performance improves !

Baseline projects meet LEED without extra effort

The Journey to Excellence: Where are you?

JUSTSTARTING

OUT

“EN ROUTE!”ON YOUR

WAY

CONTINUOUS IMPROVEMENT

RELIABLECAPABILITY

CERTIFIABLE

Companies are at different places on their journey to achieving excellence in sustainability practice. No matter where you are – SPI supports you – or recognizes your achievements!

PROJECT DELIVERY

OUTCOMES & METRICS

PARTNERING PROCESSES

SUPPORT & INFRASTRUCTURE

LEADERSHIP STRATEGY & POLICY

SPI Certification Framework

= TRULYGREENFIRM

• Recognizing levels of achievement?• Tracking and metrics

11

Over-arching Issues: Feedback

LEADERSHIP

1.0 Leadership, Strategy & Policy

1.1 Vision and GoalsRequired 1.1.1 Organizational GoalsRequired 1.1.2 Project Goals1.2 Strategy and Implementation PlanningRequired 1.2.1 Well Defined StrategiesRequired 1.2.2 Implementation Plan1.3 PolicyRequired 1.3.1 Policies ExistRequired 1.3.2 Policies Communicated Effectively1.4 Leadership & AccountabilityRequired 1.4.1 Visible CommitmentRequired 1.4.2 Accountability Structure1.5 Feedback LoopsRequired 1.5.1 Indicators DefinedRequired 1.5.2 Feedback Tracked1.6 Leadership SupportRequired 1.6.1 Internal Capacity BuildingOptional 1.6.2 External Support - Consultants1.7 InnovationOptional 1.7 Innovation

PRODUCTION

2.0 Project Delivery2.1 Pre-Project AssessmentRequired 2.1.1 AssessmentRequired 2.1.1 Pre-Construction Services2.2 Building an Integrated TeamRequired 2.2.1 Team Structure & ExpectationsRequired 2.2.2 Team Building2.3 Goals & PlanningRequired 2.3.1 Project Performance GoalsRequired 2.3.2 Process Design2.4 Project PhasesRequired 2.4.1 ConceptualizationRequired 2.4.2 Criteria DesignRequired 2.4.3 Detailed DesignRequired 2.4.4 Implementation Documents Required 2.4.5 Agency ReviewRequired 2.4.6 BuyoutRequired 2.4.7 Construction CARequired 2.4.8 Closeout2.5 OperationsRequired 2.5.1 Ongoing PerformanceOptional 2.5.2 Ongoing CommissioningOptional 2.5.3 3rd Party CertificationsRequired 2.5.4 Ongoing Performance Data Tracking2.6 InnovationOptional 2.5.5 Innovation

3.0 Infrastructure and Support Systems3.1 Tools & ResourcesRequired 3.1.1 Project Management Tools & TemplatesRequired 3.1.2 Product EvaluationRequired 3.1.3 Reference & Sample LibrariesRequired 3.1.4 Analysis - Bldg PerformanceRequired 3.1.5 Design StandardsRequired 3.1.6 Specification StandardsRequired 3.1.7 TemplatesRequired 3.1.8 IT ProcessesRequired 3.1.9 Communication3.2 Human ResourcesRequired 3.2.1 Performance ManagementRequired 3.2.2 Employee Manual and OrientationRequired 3.3.4 Tracking Metrics3.3 Training, Education, Continuous LearningRequired 3.3.1. Education PlanRequired 3.3.2 Interpersonal SkillsRequired 3.3.3 Management SkillsRequired 3.3.4 Technical Skills3.4 MarketingRequired 3.4.1 WebsiteRequired 3.4.2 CollatoralRequired 3.4.3 ProposalsRequired 3.4.4 Public Presence3.5 Quality Control ProcessesRequired 3.5.1 QC systemsRequired 3.5.2 QC effectiveness3.6 R&D Optional 3.6.0 R&D Activities3.7 InnovationOptional 3.7.0 Innovation

INFRASTRUCTURE

PARTNERING

4.0 Partnering & Collaboration

4.1 Proactive Team BuildingOptional 4.1.1 Ongoing team building activitiesOptional 4.1.2 Repetitive Teaming

4.2 Project SolicitationRequired 4.2.1 RFPRequired 4.2.2 ProposalsRequired 4.2.3 Design Team Selection Process

4.3 Contractual AgreementsRequired 4.3.1 Legal ContractsRequired 4.3.2 Additional Consultants

4.4 Partner Performance & Team CommunicationsOptional 4.4.1 Formal PartneringRequired 4.4.2 Partnering MethodologyRequired 4.4.3 Collaboration Effectiveness

4.5 R&D PartneringOptional 4.5.0 R&D Partnerships established specifically to pursue research & development of best practices, tools resources or technologies.

4.6 InnovationOptional Innovation

OUTCOMES

5.0 Outcomes and Metrics  

5.1 Project PortfolioOptional 5.1.1 Third Party CertificationsRequired 5.1.2 Performance Tracking RequestRequired 5.1.3 Performance TrackingRequired 5.1.4 Performance Feedback Loop

5.2 Company Sustainability FootprintRequired 5.2.1 Environmental Impact BaselineRequired 5.2.2 Social Impact BaselineRequired 5.2.3 Goals, Priorities and Implementation planRequired 5.2.4 Tracking SystemsOptional 5.2.5 Corporate CertificationRequired 5.2.6 Performance Feedback Loop

5.3 InnovationOptional 5.3.0 Innovation

Its in our hands

Follow Up ReadingLearn more: www.greenroundtable.org/Certification Comment: http://svy.mk/SPIpubliccomment

Truth about green firms, “prequel”: http://bit.ly/greentruth Links to blog with survey detailsPart 1: http://bit.ly/cuIrMa Part 2: http://bit.ly/dhwZvc

“The Integrative Design Guide to Green Building: Redefining the Practice of Sustainability” by 7group, Bill Reed

“Integrated Project Delivery: A Guide”, AIA Nat’l, AIA CA “Roadmap for the Integrated Design Process”, Stantec

ANSI standard for IPD – Whole Systems Integrative Process

Request a workshop in your area

Have “gaps”?

* Set “SMART” goals and identify strategies to achieve them

• Create an implementation plan to institutionalize

sustainability in an efficient, cost-effective way.

SPI Certification “Boot Camp” workshops can help:

½ day or 1 day format or 2 days (with “clinic”)

Public, private or ‘team’ workshops possible

Working sessions to establish strategies

Learn more: www.greenroundtable.org/training

Thank You

617-374-3740

www.greenroundtable.org

[email protected]

Sustainable Performance Institute is a program of The Green Roundtable

THE GREEN ROUNDTABLE

Questions?

www.greenroundtable.org/certification