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Energy performance metering path

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Pilot-Credits EApc107: Energy performance metering path 1-18 points

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© Copyright U.S. Green Building Council, Inc. All rights reserved.

Intent

The intent of this pilot alternative compliance path is to allow an alternate performance method for documenting performance improvement when using Option 1. Whole Building Simulation as the compliance path in EA Prerequisite Minimum Energy Performance, EA Credit Optimize Energy Performance, EA Credit Renewable Energy Production, and EA Credit: Green Power and Carbon Offsets. This method will use metered energy performance data to document achievement of the credit intent: “To reduce the environmental and economic harms of excessive energy use by achieving a minimum level of energy efficiency for the building and its systems”.

Eligibility:

This pilot alternative compliance path is available to all LEED BD&C, ID&C and Homes Midrise projects that meet the following eligibility requirements:

  • Metering:
    • BD+C and Homes Midrise: Meet the requirements for EA prerequisite Building-Level Energy Metering for each fuel and energy source (including thermal energy) that accounts for all energy used within the project boundary, including locally generated sources of energy. Any energy used outside of the project boundary must be separately metered.
    • ID+C: Have energy meters for each fuel and energy source (including thermal energy) that accounts for all energy used within the project boundary. Energy used inside the project boundary includes thermal energy and energy from air handling units including dedicated outside air units. Note: It is unlikely that spaces sharing air handling units with other spaces will be able to comply with this requirement for LEED ID+C projects.
  • Minimum Occupancy: Meet or exceed the ENERGY STAR minimum annual average occupancy requirements within ten months of initial occupancy (or 75% minimum occupancy if the project is not ENERGY STAR eligible). Occupancy refers to “the percentage of your property’s Gross Floor Area (GFA) that is occupied and operational. The ENERGY STAR minimum occupancy requirements are:
    • Office/Bank/Courthouse/Financial Center – 50%
    • Hotel – 55%
    • Multifamily – 75%
  • Timeline: The project must achieve the minimum occupancy thresholds noted above before the start of the performance period. The 12-month performance period must begin within eleven months of initial project occupancy and must end no more than 60 days prior to the project construction phase submittal. The project (including this pilot credit) must be submitted for initial construction phase LEED certification review within two years of initial project occupancy.
  • Energy-using systems for Non-Energy Star Eligible buildings: The building function and type of building operation must remain consistent throughout the performance period. (Note: It would be unacceptable for an energy-intensive data center to be added to the project during the performance period. Similarly, it would be unacceptable for a manufacturing production line that performs a separate function from earlier production lines to be added to the project during the performance period).
  • Performance Verification: The project CxA or a Licensed Professional (LP) must verify the building metered data.

Requirements

EA Prerequisite Minimum Energy Performance

  • Mandatory ASHRAE 90.1 Provisions: Comply with all mandatory provisions of ANSI/ASHRAE/IESNA Standard 90.1–2007, with errata (or a USGBC-approved alternative standard such as Title-24 2005 or 2008, or Seattle Energy Code 2012).
  • Minimum ASHRAE 90.1 or Local Code Compliance: Comply with all requirements of the current local energy code; or for jurisdictions with no local energy code, comply with ASHRAE 90.1-2007.
  • Metered Performance: Meter the building’s energy use for a full 12 months of continuous operation and achieve the levels of efficiency set forth in the options below. Each building’s energy performance must be based on actual metered energy consumption for both the LEED project building(s) and (if applicable) all comparable buildings used for the benchmark.

    All projects, regardless of building type or ENERGY STAR eligibility, are required to establish an ENERGY STAR Portfolio Manager profile. Enter all energy consumption data, building space types, and usage patterns into Portfolio Manager. Access to this account and energy meters must be shared with the USGBC.

    All projects must also report their Energy Score using the Arc Platform. The project’s energy consumption data generates the Energy Score and can be automated to the Arc Platform by providing access to the account in Portfolio Manager.

Track the following usage on a monthly basis:

  • Occupancy per space type.
  • Operational property use details (i.e. number of workers, number of PCs, operating hours, etc.)
  • Completely vacant or unused spaces (identification of all spaces). This includes any space that is not yet occupied or operational.

Upon completion of the performance period, USGBC requires a licensed professional (LP) or the project Commissioning Authority (CxA) to verify the metered performance for the pilot credit. If using an LP, the LP must meet the Eligibility Criteria for Individuals Verifying Applications for ENERGY STAR in the ENERGY STAR Licensed Professional’s Guide (http://www.energystar.gov/sites/default/files/tools/LPGuideRevised_July2...). For projects outside the United States or Canada, the LP must possess a current professional engineer or architecture license, or where no licensure is available, a bachelor’s degree in engineering or architecture with at least four years of building engineering, operations, or architectural experience.

Case 1. ENERGY STAR Rating

BD&C: For buildings eligible to receive an energy performance rating using the Environmental Protection Agency (EPA) ENERGY STAR® Portfolio Manager tool, achieve an energy performance rating of at least 75. For projects outside the U.S., consult ANSI/ASHRAE/IESNA Standard 90.1, Appendixes B and D, to determine the appropriate climate zone.

The CxA or LP must verify the ENERGY STAR score in accordance with the ENERGY STAR Licensed Professional’s Guide.

ID+C: For LEED ID+C projects with spaces in buildings eligible to receive an energy performance rating using the Environmental Protection Agency (EPA) ENERGY STAR® Portfolio Manager tool:
o When entering “how many physical buildings do you consider part of your property”, select “None. My property is part of a building.”
o Enter the property use as the primary function of the building the space is located in. Enter the Property Use and Use Details for each space function within the project boundary. Enter the actual metered data for all energy used within the project boundary.

The CxA or LP must verify that all energy serving the ID+C project (including thermal energy) is metered, verify that the project space is not served by any shared air handling units, and verify the primary function, gross floor area, annual occupancy, site energy use summary, energy intensity, and energy meters in accordance with the ENERGY STAR Licensed Professional’s Guide.

Case 2. Projects not eligible for ENERGY STAR Rating

Projects not eligible to use EPA’s rating system may compare their buildings’ energy performance with that of comparable buildings, using national averages or actual buildings.

Path 1. National average data available

For building (BD+C / Homes Midrise) or portion of a building (ID+C) types identified in Path 1, demonstrate energy efficiency performance that is 25% better than the median energy performance of similar buildings by benchmarking against the national source energy data provided in the Portfolio Manager tool.
The CxA or LP must verify the building metered data.

Path 2. National average data not available (BD+C projects only. This path is not available for ID+C)

If national average source energy data is unavailable for buildings of similar type, benchmark against the building source energy data* of all similar buildings in an available dataset with a minimum of three buildings. The benchmark dataset must be normalized for climate, building use, and occupancy; or alternatively, the dataset must be limited to buildings in the same climate zones, and having the same building use and occupancy. Demonstrate a 25% improvement.

* Source energy for Case 2 Path 2: The total source energy consumption shall be calculated for the proposed building, and for each building in the dataset using the same site-to-source ratios per utility. Use the ENERGY STAR Source-Site Ratios for each building energy source from the Energy Star Portfolio Manager Technical Reference: Source Energy for projects in the U.S. and Canada. For international projects, use the U.S. source-to-site ratios or published source-to-site ratios for the country or region where the project is located. The database may NOT use different source-to-site ratios per utility for different buildings in the database.

EA Credit Optimize Energy Performance

In addition to the requirements identified in EA Prerequisite Minimum Energy Performance, meet the following requirements:

  • Early Design Phase Energy Performance Target: Establish an energy performance target no later than the schematic design phase. The target must be established as kBtu per square foot-year (kWh per square meter-year) of source energy use.
  • Early Design Phase Energy Analysis:
    • Analyze efficiency measures during the design process and account for the results in design decision making. Use energy simulation of efficiency opportunities, past energy simulation analyses for similar buildings, or published data (e.g., Advanced Energy Design Guides) from analyses for similar buildings.
    • Analyze efficiency measures, focusing on load reduction and HVAC-related strategies (passive measures are acceptable) appropriate for the facility. Project potential energy savings and holistic project cost implications related to all affected systems.
  • Metered Performance
    Meet the following performance thresholds:

ENERGY STAR Score (Case 1 BD&C)

Percent Improvement beyond Median (Case 1 ID&C, Case 2, Path 1) / Percent Improvement beyond Average (Case 2, Path 2)*

Points (NC, Schools, Retail)

Points (CS)

Points (Healthcare)

Points

(Homes Midrise)

Points (ID&C)

76

26%

1

3

1

3

1

77

27%

2

4

2

4

2

78

28%

3

5

3

6

3

79

29%

4

6

5

7

4

80

30%

5

7

9

5

81

31%

6

8

7

10

6

82

32%

7

9

12

7

83

33%

8

10

9

13

8

84

34%

9

11

15

9

85

35%

10

12

11

16

10

86

36%

11

13

18

11

87

37%

12

14

13

19

12

88

38%

13

15

14

21

89

39%

14

16

15

22

90

40%

15

17

16

24

17

91

41%

16

18

17

25

92

42%

18

26

93

43%

17

19

19

27

94

44%

20

28

95

45%

18

20

21

29

96

46%

30

97

47%

19

21

22

31

22

98

48%

23

32

99

49%

33

100

50%

24

34

EA Credit Renewable Energy Generation

Separately meter the qualifying renewable energy generation. Comply with all credit requirements with the following modifications:

  • Renewable Source Energy Offset: For each qualifying renewable energy source, multiply the site generation from the renewable energy source by the source-to-site factors for the fuel replaced by the renewable energy generation (e.g. electricity for photovoltaics; natural gas for a building served by natural gas with solar thermal energy generation).
  • Revised Total Source Energy Consumption shall be recalculated from the Portfolio Manager output as follows:
    • Portfolio Manager Renewable Source Energy: For each qualifying renewable energy source, calculate the Portfolio Manager source energy for the annual renewable energy generation (e.g. source-to-site ratio of 1.0 for electric generation from photovoltaics; source-to-site ratio of 0.0 for solar thermal generation since it is fully excluded from the Portfolio Manager annual source energy)
    • Portfolio Manager Total Source Energy Consumption Excluding Renewables: Subtract the total Portfolio Manager Renewable Source Energy calculated above from the total source energy consumption reported in Portfolio manager
    • Revised Total Source Energy Consumption: Add the Portfolio Manager Total Source Energy Consumption Excluding Renewables and the Renewable Source Energy Offset.
  • Percent Renewable Generation: Divide the Renewable Source Energy Offset by the Revised Total Source Energy Consumption.
  • Use the same source-to-site factors as were used for EA Prerequisite: Minimum Energy Performance.
    • Case 1 and Case 2, Path 1: Use the ENERGY STAR Source-Site Ratios for each building energy source from the Energy Star Portfolio Manager Technical Reference: Source Energy for projects in the U.S. and Canada.
    • Case 2, Path 2: For international projects, use the U.S. source-to-site ratios or published source-to-site ratios for the country or region where the project is located. The database may NOT use different source-to-site ratios per utility for different buildings in the database.

EA Credit Green Power

Comply with all credit requirements except that the annual consumption for each utility shall be determined as follows

  • Projects with occupancy averaging 90% or greater during the performance period: Use the annual utility consumption.
  • Projects with occupancy less than 90% during the performance period: Calculate the annual utility consumption as:
  • (Metered Annual Energy) / 2 x (1 + 90% / (Avg. Occupancy) )

Submittals

General

Register for the pilot credit

Credits 106-115

Credit Specific Documentation

The Minimum Energy Performance Prerequisite will include the option for a split-phase Design/post-construction review. Two rounds of review will be provided at each phase for this pilot credit using a Split Design / Construction review.
For combined design and construction reviews, only two rounds of review (Prelim and Final) will be provided for this pilot credit.

* Note: If the project team has attempted EA prerequisite: Minimum Energy Performance using a different compliance approach than outlined in this pilot credit, an appeal will be required for each additional phase of review using this Pilot ACP approach.

The documentation requirements shall be as follows:

EA Prerequisite Minimum Energy Performance
EA Credit Optimize Energy Performance

Design Phase:
Provide the following documentation with the design phase LEED submission for a split phase review, or in the preliminary submittal for a Combined Design & Construction submittal:

  • ASHRAE 90.1-2007 mandatory measure checklist (or mandatory checklist for USGBC approved alternative energy code such as Title-24 2013, NECB 2011, or Seattle Energy Code 2012)
  • Proof of local jurisdiction approval of local energy code requirements. For jurisdictions with no local energy code, ASHRAE 90.1-2007 compliance forms.
  • Indicate the early design phase target annual energy consumption established for the project.
  • Early Design Phase Analysis Report or Meeting notes. The report or meeting notes must include the date(s) of the analysis with confirmation that the analysis occurred early in the design phase. The report or meeting notes must also include information regarding the efficiency measures that were analyzed during the early design phase analysis process and what analysis method was used.
  • Narrative. Describe how these results of the design phase analysis were accounted for in the decision making.
  • Narrative. Provide a narrative describing the final energy efficiency measures included in the project design
  • Portfolio Manager Project Data
  • Case 2 Path 1(if applicable): Building type(s) used
  • Case 2 Path 2 (if applicable): Detailed description of the dataset used, the reason for including / excluding buildings from the dataset, and the process intended for normalizing the data. If available, include information on access to any publicly published datasets.

Post-Construction Phase:
Provide the following documentation with the construction phase LEED submission for a split phase review, or in the preliminary submittal for a Combined Design & Construction submittal:

  • Energy Star Portfolio Manager summary reports. Access to Portfolio Manager and energy meters must be shared with “USGBC – LEED Performance Reporting”, and the project’s LEED ID number must be included in the ‘Standard IDs’ section.
  • Proof of Energy Star Label for the performance period OR signed verification from the Licensed Professional or Commissioning Authority (CxA) including the following:
    • If not using the CxA.
      • For projects in US and Canada: Confirmation that the LP meets the Eligibility Criteria for Individuals Verifying Applications for ENERGY STAR in the ENERGY STAR Licensed Professional’s Guide, with information regarding the LP licensure.
      • For projects outside US and Canada: Documentation that the LP has a bachelor’s degree in engineering or architecture with at least four years of building engineering, operations, or architectural experience.
    • Verification that all energy within the project boundary has been metered
    • For ID+C projects, verification that no shared AHUs, including dedicated outside air systems, serve the project space.
    • Verification of the metered data
  • Case 2 Projects (if applicable): LEED EB:O+M v2009 Minimum Energy Performance sample form
  • Monthly occupancy data report
  • Reconciliation Report: For projects where the performance period annual energy consumption varies by more than 5% from the project’s design phase target annual energy consumption, a narrative explaining the possible reasons for the discrepancies and recommended corrective actions, if any.
  • Energy Score in Arc platform. The project’s energy consumption data can be automated to Arc by sharing access to Portfolio Manager with “USGBC – LEED Performance Reporting” and adding the project’s LEED ID number. Ensure that the project’s square footage, occupancy, and operating hours are accurate in the platform. Provided the project is already registered in LEED online, project teams can view the score by signing the service agreement, at no cost, at www.arcskoru.com. Email contact@arcskoru.com for more information
EA Credit Renewable Energy Generation

Post-Construction Phase:

  • Description of the qualifying renewable generation system including location of the system, and confirmation that it meets the LEED definition for a site-renewable system.
  • For on-site systems, confirmation that the RECs are retained by the owner, or evidence that any RECs not retained by the owner have been replaced with purchased RECs for a period of 10 years.
  • For off-site systems, a ten-year lease agreement or documentation of ownership for a community renewable generation system, as well as documentation confirming the system is located within the same utility district as the project. Also provide confirmation that the RECs are retained by the owner.
  • Metered data for renewable energy generation
  • Metered data for total annual source energy usage (from the Minimum Energy Performance Prerequisite).
  • Calculations described above for the Renewable Energy Generation Offset, the Portfolio Manager Renewable Source Energy, the Portfolio Manager Total Source Energy Excluding Renewables, the Revised Total Source Energy Consumption, and the Percent Renewable Generation.

EA Credit Green Power

  • Document compliance with all credit requirements except that the annual energy consumption shall be determined as follows
    • Projects with occupancy averaging 90% or greater during the performance period: Use the annual energy consumption for each utility.
    • Projects with occupancy less than 90% during the performance period: Calculate the annual energy consumption for each utility as:
    • (Metered Annual Energy) / 2 x (1 + 90% / (Avg. Occupancy) )

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Cost estimates for this credit

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Our tab contains overall cost guidance, notes on what “soft costs” to expect, and a strategy-by-strategy breakdown of what to consider and what it might cost, in percentage premiums, actual costs, or both.

This information is also available in a full PDF download in The Cost of LEED v4 report.

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Documentation toolkit

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© Copyright U.S. Green Building Council, Inc. All rights reserved.

Intent

The intent of this pilot alternative compliance path is to allow an alternate performance method for documenting performance improvement when using Option 1. Whole Building Simulation as the compliance path in EA Prerequisite Minimum Energy Performance, EA Credit Optimize Energy Performance, EA Credit Renewable Energy Production, and EA Credit: Green Power and Carbon Offsets. This method will use metered energy performance data to document achievement of the credit intent: “To reduce the environmental and economic harms of excessive energy use by achieving a minimum level of energy efficiency for the building and its systems”.

Eligibility:

This pilot alternative compliance path is available to all LEED BD&C, ID&C and Homes Midrise projects that meet the following eligibility requirements:

  • Metering:
    • BD+C and Homes Midrise: Meet the requirements for EA prerequisite Building-Level Energy Metering for each fuel and energy source (including thermal energy) that accounts for all energy used within the project boundary, including locally generated sources of energy. Any energy used outside of the project boundary must be separately metered.
    • ID+C: Have energy meters for each fuel and energy source (including thermal energy) that accounts for all energy used within the project boundary. Energy used inside the project boundary includes thermal energy and energy from air handling units including dedicated outside air units. Note: It is unlikely that spaces sharing air handling units with other spaces will be able to comply with this requirement for LEED ID+C projects.
  • Minimum Occupancy: Meet or exceed the ENERGY STAR minimum annual average occupancy requirements within ten months of initial occupancy (or 75% minimum occupancy if the project is not ENERGY STAR eligible). Occupancy refers to “the percentage of your property’s Gross Floor Area (GFA) that is occupied and operational. The ENERGY STAR minimum occupancy requirements are:
    • Office/Bank/Courthouse/Financial Center – 50%
    • Hotel – 55%
    • Multifamily – 75%
  • Timeline: The project must achieve the minimum occupancy thresholds noted above before the start of the performance period. The 12-month performance period must begin within eleven months of initial project occupancy and must end no more than 60 days prior to the project construction phase submittal. The project (including this pilot credit) must be submitted for initial construction phase LEED certification review within two years of initial project occupancy.
  • Energy-using systems for Non-Energy Star Eligible buildings: The building function and type of building operation must remain consistent throughout the performance period. (Note: It would be unacceptable for an energy-intensive data center to be added to the project during the performance period. Similarly, it would be unacceptable for a manufacturing production line that performs a separate function from earlier production lines to be added to the project during the performance period).
  • Performance Verification: The project CxA or a Licensed Professional (LP) must verify the building metered data.

Requirements

EA Prerequisite Minimum Energy Performance

  • Mandatory ASHRAE 90.1 Provisions: Comply with all mandatory provisions of ANSI/ASHRAE/IESNA Standard 90.1–2007, with errata (or a USGBC-approved alternative standard such as Title-24 2005 or 2008, or Seattle Energy Code 2012).
  • Minimum ASHRAE 90.1 or Local Code Compliance: Comply with all requirements of the current local energy code; or for jurisdictions with no local energy code, comply with ASHRAE 90.1-2007.
  • Metered Performance: Meter the building’s energy use for a full 12 months of continuous operation and achieve the levels of efficiency set forth in the options below. Each building’s energy performance must be based on actual metered energy consumption for both the LEED project building(s) and (if applicable) all comparable buildings used for the benchmark.

    All projects, regardless of building type or ENERGY STAR eligibility, are required to establish an ENERGY STAR Portfolio Manager profile. Enter all energy consumption data, building space types, and usage patterns into Portfolio Manager. Access to this account and energy meters must be shared with the USGBC.

    All projects must also report their Energy Score using the Arc Platform. The project’s energy consumption data generates the Energy Score and can be automated to the Arc Platform by providing access to the account in Portfolio Manager.

Track the following usage on a monthly basis:

  • Occupancy per space type.
  • Operational property use details (i.e. number of workers, number of PCs, operating hours, etc.)
  • Completely vacant or unused spaces (identification of all spaces). This includes any space that is not yet occupied or operational.

Upon completion of the performance period, USGBC requires a licensed professional (LP) or the project Commissioning Authority (CxA) to verify the metered performance for the pilot credit. If using an LP, the LP must meet the Eligibility Criteria for Individuals Verifying Applications for ENERGY STAR in the ENERGY STAR Licensed Professional’s Guide (http://www.energystar.gov/sites/default/files/tools/LPGuideRevised_July2...). For projects outside the United States or Canada, the LP must possess a current professional engineer or architecture license, or where no licensure is available, a bachelor’s degree in engineering or architecture with at least four years of building engineering, operations, or architectural experience.

Case 1. ENERGY STAR Rating

BD&C: For buildings eligible to receive an energy performance rating using the Environmental Protection Agency (EPA) ENERGY STAR® Portfolio Manager tool, achieve an energy performance rating of at least 75. For projects outside the U.S., consult ANSI/ASHRAE/IESNA Standard 90.1, Appendixes B and D, to determine the appropriate climate zone.

The CxA or LP must verify the ENERGY STAR score in accordance with the ENERGY STAR Licensed Professional’s Guide.

ID+C: For LEED ID+C projects with spaces in buildings eligible to receive an energy performance rating using the Environmental Protection Agency (EPA) ENERGY STAR® Portfolio Manager tool:
o When entering “how many physical buildings do you consider part of your property”, select “None. My property is part of a building.”
o Enter the property use as the primary function of the building the space is located in. Enter the Property Use and Use Details for each space function within the project boundary. Enter the actual metered data for all energy used within the project boundary.

The CxA or LP must verify that all energy serving the ID+C project (including thermal energy) is metered, verify that the project space is not served by any shared air handling units, and verify the primary function, gross floor area, annual occupancy, site energy use summary, energy intensity, and energy meters in accordance with the ENERGY STAR Licensed Professional’s Guide.

Case 2. Projects not eligible for ENERGY STAR Rating

Projects not eligible to use EPA’s rating system may compare their buildings’ energy performance with that of comparable buildings, using national averages or actual buildings.

Path 1. National average data available

For building (BD+C / Homes Midrise) or portion of a building (ID+C) types identified in Path 1, demonstrate energy efficiency performance that is 25% better than the median energy performance of similar buildings by benchmarking against the national source energy data provided in the Portfolio Manager tool.
The CxA or LP must verify the building metered data.

Path 2. National average data not available (BD+C projects only. This path is not available for ID+C)

If national average source energy data is unavailable for buildings of similar type, benchmark against the building source energy data* of all similar buildings in an available dataset with a minimum of three buildings. The benchmark dataset must be normalized for climate, building use, and occupancy; or alternatively, the dataset must be limited to buildings in the same climate zones, and having the same building use and occupancy. Demonstrate a 25% improvement.

* Source energy for Case 2 Path 2: The total source energy consumption shall be calculated for the proposed building, and for each building in the dataset using the same site-to-source ratios per utility. Use the ENERGY STAR Source-Site Ratios for each building energy source from the Energy Star Portfolio Manager Technical Reference: Source Energy for projects in the U.S. and Canada. For international projects, use the U.S. source-to-site ratios or published source-to-site ratios for the country or region where the project is located. The database may NOT use different source-to-site ratios per utility for different buildings in the database.

EA Credit Optimize Energy Performance

In addition to the requirements identified in EA Prerequisite Minimum Energy Performance, meet the following requirements:

  • Early Design Phase Energy Performance Target: Establish an energy performance target no later than the schematic design phase. The target must be established as kBtu per square foot-year (kWh per square meter-year) of source energy use.
  • Early Design Phase Energy Analysis:
    • Analyze efficiency measures during the design process and account for the results in design decision making. Use energy simulation of efficiency opportunities, past energy simulation analyses for similar buildings, or published data (e.g., Advanced Energy Design Guides) from analyses for similar buildings.
    • Analyze efficiency measures, focusing on load reduction and HVAC-related strategies (passive measures are acceptable) appropriate for the facility. Project potential energy savings and holistic project cost implications related to all affected systems.
  • Metered Performance
    Meet the following performance thresholds:

ENERGY STAR Score (Case 1 BD&C)

Percent Improvement beyond Median (Case 1 ID&C, Case 2, Path 1) / Percent Improvement beyond Average (Case 2, Path 2)*

Points (NC, Schools, Retail)

Points (CS)

Points (Healthcare)

Points

(Homes Midrise)

Points (ID&C)

76

26%

1

3

1

3

1

77

27%

2

4

2

4

2

78

28%

3

5

3

6

3

79

29%

4

6

5

7

4

80

30%

5

7

9

5

81

31%

6

8

7

10

6

82

32%

7

9

12

7

83

33%

8

10

9

13

8

84

34%

9

11

15

9

85

35%

10

12

11

16

10

86

36%

11

13

18

11

87

37%

12

14

13

19

12

88

38%

13

15

14

21

89

39%

14

16

15

22

90

40%

15

17

16

24

17

91

41%

16

18

17

25

92

42%

18

26

93

43%

17

19

19

27

94

44%

20

28

95

45%

18

20

21

29

96

46%

30

97

47%

19

21

22

31

22

98

48%

23

32

99

49%

33

100

50%

24

34

EA Credit Renewable Energy Generation

Separately meter the qualifying renewable energy generation. Comply with all credit requirements with the following modifications:

  • Renewable Source Energy Offset: For each qualifying renewable energy source, multiply the site generation from the renewable energy source by the source-to-site factors for the fuel replaced by the renewable energy generation (e.g. electricity for photovoltaics; natural gas for a building served by natural gas with solar thermal energy generation).
  • Revised Total Source Energy Consumption shall be recalculated from the Portfolio Manager output as follows:
    • Portfolio Manager Renewable Source Energy: For each qualifying renewable energy source, calculate the Portfolio Manager source energy for the annual renewable energy generation (e.g. source-to-site ratio of 1.0 for electric generation from photovoltaics; source-to-site ratio of 0.0 for solar thermal generation since it is fully excluded from the Portfolio Manager annual source energy)
    • Portfolio Manager Total Source Energy Consumption Excluding Renewables: Subtract the total Portfolio Manager Renewable Source Energy calculated above from the total source energy consumption reported in Portfolio manager
    • Revised Total Source Energy Consumption: Add the Portfolio Manager Total Source Energy Consumption Excluding Renewables and the Renewable Source Energy Offset.
  • Percent Renewable Generation: Divide the Renewable Source Energy Offset by the Revised Total Source Energy Consumption.
  • Use the same source-to-site factors as were used for EA Prerequisite: Minimum Energy Performance.
    • Case 1 and Case 2, Path 1: Use the ENERGY STAR Source-Site Ratios for each building energy source from the Energy Star Portfolio Manager Technical Reference: Source Energy for projects in the U.S. and Canada.
    • Case 2, Path 2: For international projects, use the U.S. source-to-site ratios or published source-to-site ratios for the country or region where the project is located. The database may NOT use different source-to-site ratios per utility for different buildings in the database.

EA Credit Green Power

Comply with all credit requirements except that the annual consumption for each utility shall be determined as follows

  • Projects with occupancy averaging 90% or greater during the performance period: Use the annual utility consumption.
  • Projects with occupancy less than 90% during the performance period: Calculate the annual utility consumption as:
  • (Metered Annual Energy) / 2 x (1 + 90% / (Avg. Occupancy) )

Submittals

General

Register for the pilot credit

Credits 106-115

Credit Specific Documentation

The Minimum Energy Performance Prerequisite will include the option for a split-phase Design/post-construction review. Two rounds of review will be provided at each phase for this pilot credit using a Split Design / Construction review.
For combined design and construction reviews, only two rounds of review (Prelim and Final) will be provided for this pilot credit.

* Note: If the project team has attempted EA prerequisite: Minimum Energy Performance using a different compliance approach than outlined in this pilot credit, an appeal will be required for each additional phase of review using this Pilot ACP approach.

The documentation requirements shall be as follows:

EA Prerequisite Minimum Energy Performance
EA Credit Optimize Energy Performance

Design Phase:
Provide the following documentation with the design phase LEED submission for a split phase review, or in the preliminary submittal for a Combined Design & Construction submittal:

  • ASHRAE 90.1-2007 mandatory measure checklist (or mandatory checklist for USGBC approved alternative energy code such as Title-24 2013, NECB 2011, or Seattle Energy Code 2012)
  • Proof of local jurisdiction approval of local energy code requirements. For jurisdictions with no local energy code, ASHRAE 90.1-2007 compliance forms.
  • Indicate the early design phase target annual energy consumption established for the project.
  • Early Design Phase Analysis Report or Meeting notes. The report or meeting notes must include the date(s) of the analysis with confirmation that the analysis occurred early in the design phase. The report or meeting notes must also include information regarding the efficiency measures that were analyzed during the early design phase analysis process and what analysis method was used.
  • Narrative. Describe how these results of the design phase analysis were accounted for in the decision making.
  • Narrative. Provide a narrative describing the final energy efficiency measures included in the project design
  • Portfolio Manager Project Data
  • Case 2 Path 1(if applicable): Building type(s) used
  • Case 2 Path 2 (if applicable): Detailed description of the dataset used, the reason for including / excluding buildings from the dataset, and the process intended for normalizing the data. If available, include information on access to any publicly published datasets.

Post-Construction Phase:
Provide the following documentation with the construction phase LEED submission for a split phase review, or in the preliminary submittal for a Combined Design & Construction submittal:

  • Energy Star Portfolio Manager summary reports. Access to Portfolio Manager and energy meters must be shared with “USGBC – LEED Performance Reporting”, and the project’s LEED ID number must be included in the ‘Standard IDs’ section.
  • Proof of Energy Star Label for the performance period OR signed verification from the Licensed Professional or Commissioning Authority (CxA) including the following:
    • If not using the CxA.
      • For projects in US and Canada: Confirmation that the LP meets the Eligibility Criteria for Individuals Verifying Applications for ENERGY STAR in the ENERGY STAR Licensed Professional’s Guide, with information regarding the LP licensure.
      • For projects outside US and Canada: Documentation that the LP has a bachelor’s degree in engineering or architecture with at least four years of building engineering, operations, or architectural experience.
    • Verification that all energy within the project boundary has been metered
    • For ID+C projects, verification that no shared AHUs, including dedicated outside air systems, serve the project space.
    • Verification of the metered data
  • Case 2 Projects (if applicable): LEED EB:O+M v2009 Minimum Energy Performance sample form
  • Monthly occupancy data report
  • Reconciliation Report: For projects where the performance period annual energy consumption varies by more than 5% from the project’s design phase target annual energy consumption, a narrative explaining the possible reasons for the discrepancies and recommended corrective actions, if any.
  • Energy Score in Arc platform. The project’s energy consumption data can be automated to Arc by sharing access to Portfolio Manager with “USGBC – LEED Performance Reporting” and adding the project’s LEED ID number. Ensure that the project’s square footage, occupancy, and operating hours are accurate in the platform. Provided the project is already registered in LEED online, project teams can view the score by signing the service agreement, at no cost, at www.arcskoru.com. Email contact@arcskoru.com for more information
EA Credit Renewable Energy Generation

Post-Construction Phase:

  • Description of the qualifying renewable generation system including location of the system, and confirmation that it meets the LEED definition for a site-renewable system.
  • For on-site systems, confirmation that the RECs are retained by the owner, or evidence that any RECs not retained by the owner have been replaced with purchased RECs for a period of 10 years.
  • For off-site systems, a ten-year lease agreement or documentation of ownership for a community renewable generation system, as well as documentation confirming the system is located within the same utility district as the project. Also provide confirmation that the RECs are retained by the owner.
  • Metered data for renewable energy generation
  • Metered data for total annual source energy usage (from the Minimum Energy Performance Prerequisite).
  • Calculations described above for the Renewable Energy Generation Offset, the Portfolio Manager Renewable Source Energy, the Portfolio Manager Total Source Energy Excluding Renewables, the Revised Total Source Energy Consumption, and the Percent Renewable Generation.

EA Credit Green Power

  • Document compliance with all credit requirements except that the annual energy consumption shall be determined as follows
    • Projects with occupancy averaging 90% or greater during the performance period: Use the annual energy consumption for each utility.
    • Projects with occupancy less than 90% during the performance period: Calculate the annual energy consumption for each utility as:
    • (Metered Annual Energy) / 2 x (1 + 90% / (Avg. Occupancy) )

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