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Process-Related Pilot Credits
Integrative Process

LEED CREDIT

Pilot-Credits IPpc101: Integrative process 1 point

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

Intent

To support high-performance, cost-effective project outcomes through an early and ongoing analysis of the inter-relationships among systems.

Requirements

ESTABLISHMENT

Prior to commencement of the project, establish an Integrative Process (IP) Team. The following list of team members must be present at each of the IPP workshops. Substitutions to the original IP Team may be considered by the Owner provided that they do not impact the project’s ability to follow an integrative process.

  • Owner: A person who has the authority to authorize the project budget and to assign the roles and responsibilities of all those on the IP team that may include contractors or employees of the Owner.
  • Integrative Process Facilitator: A person who organizes and leads large and/or complex meetings and processes in order to systematically explore, discover, and structure reciprocal inter-relationships between people, organizations, their missions and the systems, technologies, products, and processes associated with building and human performance1.
  • Operating Engineer: A person responsible for the management of all operations and maintenance staff or external vendors that oversee all MEP systems in the building.
  • Building Manager: A person responsible for the management of internal staff or external vendors (landscape, janitorial, pest management, etc.) that implement policies and procedures necessary to manage all non MEP tasks.
  • Occupant/Tenant Representatives: Persons responsible for the communication and coordination of issues that would affect the behavior of building tenants or owner occupied divisions within the building. At least one representative would be required for any tenant or division that occupies more than 10% of occupied SF of the building.
Project Visioning Workshop

The team must hold a workshop of an appropriate duration that reflects the complexity of the project and includes the IP Team. At the workshop:

  • Discuss, map and record the project goals and values.
  • Discuss and agree upon the roles and responsibilities of each IPP Team member
  • Create a process map identifying major integration points and future workshops, data needed, and analysis required and responsibilities to deliver these analyses.
LEED Credit Evaluation Workshop

The team must hold a workshop of an appropriate duration that reflects the complexity of the project in which:

  • A preliminary site plan, energy, water, health and policy assessments are presented to the group
  • All LEED credits are evaluated (whether ultimately selected or not) against to the preferred outcomes as documented from the visioning workshop.

This workshop may be combined with the Project Visioning workshop, provided it occurs after the Project Visioning workshop.

Pre-Performance Phase Workshop

The team must hold a workshop to review the goals of the performance period, roles and responsibilities for specific data collection tasks, and workshop schedules slated for Performance Phase requirements below.

PERFORMANCE
Performance Period Workshops

During at least three different workshops spaced evenly throughout the performance phase, with no fewer than three workshops in any 12 month period, the IP Team must meet to review data collected during the performance phase, evaluate procedural and policy language changes, communication protocols for occupants that are positively or negatively impacting the performance of the project, and next steps to improve/maintain/exceed performance expectations.

Credit Submittals

Register for the pilot credit

Survey: Credits 83-103

Credit Specific
  1. Integrative Process Roadmap:
    Provide the roadmap developed by the project team for engaging a clearly defined and manageable integrative design process that is tied to specific tasks and dates that identifies team member responsibilities and deliverables, including the following:
    • Responsibilities for action items and the “champions” for various environmental issues
    • Deliverables and schedules for meetings with defined purpose and expected attendees
      • This serves as a scheduling and process map that stipulates points of joint decision-making and problem solving between team members (not just individual assignments that are later integrated into a project).
      • The actual scheduling process for creating (and updating) the Roadmap is best done with the entire team or with a subgroup that walks the team through the process. All members of the team are invited to comment on what is needed from the others to help them – and help the project – achieve project goals and performance targets.
  2. Project Team Letter:
    Provide a dated letter on the letterhead of the IP Facilitator that summarizes the team’s integrative process approach and describes the difference that this integrative approach made in terms of improving project team interaction and performance. The creation of this letter should be a team effort facilitated by the IP Facilitator. The letter must be signed by all IP Team members listed above.
Additional Questions
  • Is the stringency of credit requirements appropriate for the typical LEED O+M project team? Are there requirements in this pilot credit that may deter project teams from attempting it?
  • Is the number of meetings required (six) appropriate for the pilot credit intent? Is six meetings effective for integrative project delivery?
  • Are there different ways of organizing points of integration for a small project vs. a large project?
  • Do the requirements specify the correct roles for the Integrative Process (IP) Team? Did your IP team include additional individuals?

1 Definition taken from: Integrative Process (IP) ANSI Consensus National Standard Guide© 2.0 for Design and Construction of Sustainable Buildings and Communities. Pages 17-18 of the guide describes the skills an IP Facilitator possesses.

See all forum discussions about this credit »

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USGBC logo

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

Intent

To support high-performance, cost-effective project outcomes through an early and ongoing analysis of the inter-relationships among systems.

Requirements

ESTABLISHMENT

Prior to commencement of the project, establish an Integrative Process (IP) Team. The following list of team members must be present at each of the IPP workshops. Substitutions to the original IP Team may be considered by the Owner provided that they do not impact the project’s ability to follow an integrative process.

  • Owner: A person who has the authority to authorize the project budget and to assign the roles and responsibilities of all those on the IP team that may include contractors or employees of the Owner.
  • Integrative Process Facilitator: A person who organizes and leads large and/or complex meetings and processes in order to systematically explore, discover, and structure reciprocal inter-relationships between people, organizations, their missions and the systems, technologies, products, and processes associated with building and human performance1.
  • Operating Engineer: A person responsible for the management of all operations and maintenance staff or external vendors that oversee all MEP systems in the building.
  • Building Manager: A person responsible for the management of internal staff or external vendors (landscape, janitorial, pest management, etc.) that implement policies and procedures necessary to manage all non MEP tasks.
  • Occupant/Tenant Representatives: Persons responsible for the communication and coordination of issues that would affect the behavior of building tenants or owner occupied divisions within the building. At least one representative would be required for any tenant or division that occupies more than 10% of occupied SF of the building.
Project Visioning Workshop

The team must hold a workshop of an appropriate duration that reflects the complexity of the project and includes the IP Team. At the workshop:

  • Discuss, map and record the project goals and values.
  • Discuss and agree upon the roles and responsibilities of each IPP Team member
  • Create a process map identifying major integration points and future workshops, data needed, and analysis required and responsibilities to deliver these analyses.
LEED Credit Evaluation Workshop

The team must hold a workshop of an appropriate duration that reflects the complexity of the project in which:

  • A preliminary site plan, energy, water, health and policy assessments are presented to the group
  • All LEED credits are evaluated (whether ultimately selected or not) against to the preferred outcomes as documented from the visioning workshop.

This workshop may be combined with the Project Visioning workshop, provided it occurs after the Project Visioning workshop.

Pre-Performance Phase Workshop

The team must hold a workshop to review the goals of the performance period, roles and responsibilities for specific data collection tasks, and workshop schedules slated for Performance Phase requirements below.

PERFORMANCE
Performance Period Workshops

During at least three different workshops spaced evenly throughout the performance phase, with no fewer than three workshops in any 12 month period, the IP Team must meet to review data collected during the performance phase, evaluate procedural and policy language changes, communication protocols for occupants that are positively or negatively impacting the performance of the project, and next steps to improve/maintain/exceed performance expectations.

Credit Submittals

Register for the pilot credit

Survey: Credits 83-103

Credit Specific
  1. Integrative Process Roadmap:
    Provide the roadmap developed by the project team for engaging a clearly defined and manageable integrative design process that is tied to specific tasks and dates that identifies team member responsibilities and deliverables, including the following:
    • Responsibilities for action items and the “champions” for various environmental issues
    • Deliverables and schedules for meetings with defined purpose and expected attendees
      • This serves as a scheduling and process map that stipulates points of joint decision-making and problem solving between team members (not just individual assignments that are later integrated into a project).
      • The actual scheduling process for creating (and updating) the Roadmap is best done with the entire team or with a subgroup that walks the team through the process. All members of the team are invited to comment on what is needed from the others to help them – and help the project – achieve project goals and performance targets.
  2. Project Team Letter:
    Provide a dated letter on the letterhead of the IP Facilitator that summarizes the team’s integrative process approach and describes the difference that this integrative approach made in terms of improving project team interaction and performance. The creation of this letter should be a team effort facilitated by the IP Facilitator. The letter must be signed by all IP Team members listed above.
Additional Questions
  • Is the stringency of credit requirements appropriate for the typical LEED O+M project team? Are there requirements in this pilot credit that may deter project teams from attempting it?
  • Is the number of meetings required (six) appropriate for the pilot credit intent? Is six meetings effective for integrative project delivery?
  • Are there different ways of organizing points of integration for a small project vs. a large project?
  • Do the requirements specify the correct roles for the Integrative Process (IP) Team? Did your IP team include additional individuals?

1 Definition taken from: Integrative Process (IP) ANSI Consensus National Standard Guide© 2.0 for Design and Construction of Sustainable Buildings and Communities. Pages 17-18 of the guide describes the skills an IP Facilitator possesses.

LEEDuser expert

John Boecker

7Group
Partner

See all LEEDuser forum discussions about this credit » Subscribe to new discussions about Pilot-Credits IPpc101