The Sustainable Performance Institute (SPI) Certification is the first independent program to evaluate the capabilities of design and construction companies to deliver consistent, high-quality sustainability services. From February 1-March 15, SPI is opening the first public comment period for the Certification program. The public comment period is an opportunity for the green building community to give feedback on the Certification criteria across five categories: 1) Leadership, Strategy & Policy, 2) Project Delivery, 3.) Infrastructure and Support Systems, 4) Partnering and Collaboration, and 5.) Outcomes and Performance. This webinar is an opportunity to share your experiences and thoughts on the criteria and metrics used to evaluate company capability.

1. SPI Green Firm Certification Program: Input for Public Comment Period THE GREEN ROUNDTABLE Barbra Batshalom, Executive Director

2. Agenda SPI Overview The SPI program, including Certification 2. General Issues Certification levels, metrics and tracking 3. SPI Evaluation Criteria Overview of the categories 4. SPI Evaluation Criteria Review of each category 5. DISCUSSION: Other comments

3. The Origins Of SPI Green Firm Certification Sustainable Performance Institute Excellence In Design, Professional Practice OWNERS HELPING TO CRAFT RFPs DESIGN TEAM SELECTION PROCESS FACILITATION PEER REVIEW STRATEGY A/E/C TRAINING CAPACITY BUILDING PROJECT COACHING TOOLS & RESOURCES GREEN FIRM BOOT CAMP TRIBUTARIES LEADING TO CREATION OF SPI CERTIFICATION …Building on 12 years of work with A/E/C and Owners

5. RESOURCES

6. TRAINING

7. 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:

8. Why Is “LEED AP” Not Enough? Necessary, But Not Sufficient PEOPLE (LEED AP) COMPANIES (SPI) It is critical for individual practitioners to be skilled and knowledgeable. IF Sustainable 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.

9. Avoid the Paradigm OF RELYING ON A FEW KEY CHAMPIONS THAT IS NOT “INSTITUTIONALIZING” SYSTEMS: PROCESSES INDIVIDUAL EXPERTS CHAMPIONS COMPANY CAPABILITY LEADERSHIP

11. Lack of accountability structure

12. Lack of consistency

13. Lack of integrative process

14. Lack of quality control

15. Lack of tools & resources

16. Lack of shared learnings

17. Dependence on LEED as a crutchHuman nature doesn’t help…. (Don’t we just love new things?)

19. Institutionalization of standard practices/processes (IDP)

20. Partnering: Proactive relationship building using BIM workshops

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

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

23. Project performance improves !

25. SPI Certification Framework LEADERSHIP STRATEGY & POLICY PROJECT DELIVERY TRULY GREEN FIRM = SUPPORT & INFRASTRUCTURE PARTNERING PROCESSES OUTCOMES & METRICS

26. Recognizing levels of achievement? Tracking and metrics 11 Over-arching Issues: Feedback

27. 1.0 Leadership, Strategy & Policy 1.1 Vision and Goals Required 1.1.1 Organizational Goals Required 1.1.2 Project Goals 1.2 Strategy and Implementation Planning Required 1.2.1 Well Defined Strategies Required 1.2.2 Implementation Plan 1.3 Policy Required 1.3.1 Policies Exist Required 1.3.2 Policies Communicated Effectively 1.4 Leadership & Accountability Required 1.4.1 Visible Commitment Required 1.4.2 Accountability Structure 1.5 Feedback Loops Required 1.5.1 Indicators Defined Required 1.5.2 Feedback Tracked 1.6 Leadership Support Required 1.6.1 Internal Capacity Building Optional 1.6.2 External Support - Consultants 1.7 Innovation Optional 1.7 Innovation LEADERSHIP

28. 2.0 Project Delivery 2.1 Pre-Project Assessment Required 2.1.1 Assessment Required 2.1.1 Pre-Construction Services 2.2 Building an Integrated Team Required 2.2.1 Team Structure & Expectations Required 2.2.2 Team Building 2.3 Goals & Planning Required 2.3.1 Project Performance Goals Required 2.3.2 Process Design 2.4 Project Phases Required 2.4.1 Conceptualization Required 2.4.2 Criteria Design Required 2.4.3 Detailed Design Required 2.4.4 Implementation Documents Required 2.4.5 Agency Review Required 2.4.6 Buyout Required 2.4.7 Construction CA Required 2.4.8 Closeout 2.5 Operations Required 2.5.1 Ongoing Performance Optional 2.5.2 Ongoing Commissioning Optional 2.5.3 3rd Party Certifications Required 2.5.4 Ongoing Performance Data Tracking 2.6 Innovation Optional 2.5.5 Innovation PRODUCTION

29. 3.0 Infrastructure and Support Systems 3.1 Tools & Resources Required 3.1.1 Project Management Tools & Templates Required 3.1.2 Product Evaluation Required 3.1.3 Reference & Sample Libraries Required 3.1.4 Analysis - Bldg Performance Required 3.1.5 Design Standards Required 3.1.6 Specification Standards Required 3.1.7 Templates Required 3.1.8 IT Processes Required 3.1.9 Communication 3.2 Human Resources Required 3.2.1 Performance Management Required 3.2.2 Employee Manual and Orientation Required 3.3.4 Tracking Metrics 3.3 Training, Education, Continuous Learning Required 3.3.1. Education Plan Required 3.3.2 Interpersonal Skills Required 3.3.3 Management Skills Required 3.3.4 Technical Skills 3.4 Marketing Required 3.4.1 Website Required 3.4.2 Collatoral Required 3.4.3 Proposals Required 3.4.4 Public Presence 3.5 Quality Control Processes Required 3.5.1 QC systems Required 3.5.2 QC effectiveness 3.6 R&D Optional 3.6.0 R&D Activities 3.7 Innovation Optional 3.7.0 Innovation INFRASTRUCTURE

30. 4.0 Partnering & Collaboration 4.1 Proactive Team Building Optional 4.1.1 Ongoing team building activities Optional 4.1.2 Repetitive Teaming 4.2 Project Solicitation Required 4.2.1 RFP Required 4.2.2 Proposals Required 4.2.3 Design Team Selection Process 4.3 Contractual Agreements Required 4.3.1 Legal Contracts Required 4.3.2 Additional Consultants 4.4 Partner Performance & Team Communications Optional 4.4.1 Formal Partnering Required 4.4.2 Partnering Methodology Required 4.4.3 Collaboration Effectiveness 4.5 R&D Partnering Optional 4.5.0 R&DPartnerships established specifically to pursue research & development of best practices, tools resources or technologies. 4.6 Innovation Optional Innovation PARTNERING

31. 5.0 Outcomes and Metrics 5.1 Project Portfolio Optional 5.1.1 Third Party Certifications Required 5.1.2 Performance Tracking Request Required 5.1.3 Performance Tracking Required 5.1.4 Performance Feedback Loop 5.2 Company Sustainability Footprint Required 5.2.1 Environmental Impact Baseline Required 5.2.2 Social Impact Baseline Required 5.2.3 Goals, Priorities and Implementation plan Required 5.2.4 Tracking Systems Optional 5.2.5 Corporate Certification Required 5.2.6 Performance Feedback Loop 5.3 Innovation Optional 5.3.0 Innovation OUTCOMES

32. Its in our hands

33. Follow Up Reading Learn more: www.greenroundtable.org/Certification Comment: http://svy.mk/SPIpubliccomment Truth about green firms, “prequel”: http://bit.ly/greentruth Links to blog with survey details Part 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

35. Thank You THE GREEN ROUNDTABLE 617-374-3740 www.greenroundtable.org info@greenroundtable.org Sustainable Performance Institute is a program of The Green Roundtable

36. Questions? www.greenroundtable.org/certification