iiSBE, IDP and SBTool June 2009 Nils Larsson Executive Director

1. iiSBE, IDP and SBTool June 2009Nils LarssonExecutive Director

3. iiSBE at a glance • An international non-profit organization; • Focus on guiding the international construction industry towards sustainable building practices; • Emphasis is on research and policy, with a special emphasis on information dissemination, building performance and its assessment; • 23 Board members from over 16 countries; • Secretariat is in Ottawa and Paris; • Local chapters exist in Chile, Czech Republic, Israel, Italy, Portugal, Spain and Taiwan, others are being formed in Poland, France, Malaysia, Greece and Canada, and associated organizations exist in Mexico and Brazil; • Andrea Moro is President, Nils Larsson is XD; • No paid staff, very active network

4. iiSBE – continuing activities • Development of SBMethod and SBTool; • In partnership with CIB and UNEP, sponsorship of international SB conferences; • Leadership of the international Sustainable Building Challenge process (formerly GBC process); • Operation of SBIS, a web-based database of SB information; • Technical meetings in the Spring and Fall; • Publication of occasional PDF newsletters; • Active networking support.

5. Projects and Activities • A study on SB policies in six countries was undertaken for CMHC (2006); • Our Italian Chapter has had major success with a compact version of SBTool for use in assessment and certification; • Development of a custom version of SBTool to assess entries in an international competition for an 11 ha. urban expansion of Monaco (completed); • Technical support to the Sustainable Building Alliance, a partnership of major organizations engaged in assessment and certification, mainly based in Europe (first phase completed); • The 2009 version of SB Method is now under active development by the Technical Committee; • Our colleagues in Prague and Torino (Antonin Lupisek and Giulia Barbano) are now developing a new version of our iiSBE main website.

6. Projects and Activities • We are partnering with FIDIC, a large international organization of civil engineering firms, to develop and deliver training courses on sustainable building and construction. A pilot session recently took place in Thessaloniki, Greece in May, 2009 and was a major success; • Modules include: • Climate change and the building sector • Community scale methods and projects • Performance • Methods and Tools • Case studies

7. SB2010-2011 Conferences 2010 Regional and National SB conferences • Seoul, Korea 23-26 February in Seoul • Portugal 17-19 March in Portimao • Spain: 28-30 April in Madrid • New Zealand 12-13 or 19-20 May in Wellington • Malaysia: 8-10 June in Kuala Lumpur • Czech Republic: 30 June to 02 July in Prague • Brazil: 16-18 August in Sao Paolo • Euregion: during 30 Aug to 10 Sep., in Zuyd, Netherlands • Finland: 22-24 September in Espoo • SB11 World SB: March, 2011, London

8. Assessment and benchmarking work -- SB Method and SBTool

9. 4 Rationale There are several distinct reasons for using rating systems; • For self-education of investors, developers, designers and operators about the range of issues that may affect long-term environmental and sustainability performance; • For design teams to carry out internal simulations of possible performance achievement; • For the developer to obtain certification of green or sustainability performance from a third party, for purposes of market advantage or public relations; • For the owner to comply with government regulatory requirements, usually limited to core issues such as energy GHG, water; • For the design/development team to meet specific client performance requirements in large projects, especially competitive ones.

10. Rating and labeling systems in general • Performance assessment systems, such as LEED, BREEAM, CASBEE and others can provide performance ratings and labels; • It should be noted that most rating systems are developed within a specific region and contain assumptions about the relative importance of issues and appropriate performance benchmarks; • The relevance of rating results diminish greatly when such systems are used in other regions; • Countries should therefore develop their own systems, adapt one of the existing systems, or else use a general framework supports the development of rating systems suited to any specific region; • Also note that labels are only meaningful when the performance assessment has been certified by a reputable third party.

11. Comparison of selected rating systems

12. Parameters used in the systems studied Comparison of parameters for energy and emissions

13. Approaches to a system: Prescriptive v. Performance Right: A mix of prescriptive and performance criteria Left: pure performance, but not many hints for the designers

14. The options: Green Building and Sustainable Building • Fuel consumption of non-renewable fuels • Water consumption • Land consumption • Materials consumption • Greenhouse gas emissions • Other atmospheric emissions • Impacts on site ecology • Solid waste / liquid effluents • Indoor air quality, lighting, acoustics • Maintenance of performance Green Building Sustainable Building • Longevity, adaptability, flexibility • Efficiency • Earthquake & other forms of security • Social and economic considerations • Urban / planning issues

15. SBTool - Basics • SBTool is a generic framework for rating the sustainable performance of buildings and projects. It may also be thought of as a toolkit that assists local organizations to develop rating systems; • The system covers a wide range of sustainable building issues, not just green building concerns, but the scope of the system can be modified to be as narrow or as broad as desired, ranging from 120 criteria to half a dozen; • SBTool takes into account region-specific and site-specific context factors, and these are used to switch off or reduce certain weights, as well as providing background information for all parties; • The system is totally modular in scope; • It is set up to allow easy insertion of local criteria and/or language; • It handles all four major phases; • … new and renovation projects; • … up to three occupancy types in a single project; • … provides relative and absolute outputs;

16. SBTool - Basics • The system consists of 3 linked Excel files; • SBT07-A-Settings is used by regional third-party organizations to establish scope, eligible occupancy types, and locally valid weights, benchmarks and standards; • SBT07-B-Project allows designers to provide information about the site and project characteristics; • SBT07-C-AutoEval is used to carry out self-assessments that are based on the data entered in the A and B files; • The system can provide approximations of annualized embodied energy for structural and building envelope components; • Designers can specify performance targets and can score self-assessed performance;

17. SBTool and benchmarking • The SBTool system is designed to include consideration of regional conditions and values, in local languages; • And the calibration to local conditions does not destroy the value of a common structure and terminology; • SBtool produces both relative and absolute results; • We have experience with over 100 projects assessed for SB conferences using previous versions, work being carried out in Italy with provinces, banks and insurance companies, and recent work to assess competitive proposals for a multi-billion Euro project in Monaco; • The tool is therefore a very useful international benchmarking tool, one that provides signals to local industry on the state of performance in the region, while also providing absolute data for international comparisons.

18. The full system Variable scope Green building Core issues

19. SBT07-A Settings file: examples of default text criteria tailored to suit Design and Operating phases.

21. Absolute results

22. Plans for 2009-2012

24. SBTool and SB Method for 2009 • We will link SBTool to IDP process checklists; • We will now provide quasi-objective weighting on one level only; • We will establish more logical linkages between strategy and design guidelines, performance factors, loadings and impacts.

25. Slide show

26. More detailed examples of relationships

27. Examples showing weights and metrics for Performance Factors See next slide for details

28. These are clickboxes that allow a selection of appropriate responses that are quasi-objective - see the box below outlined in red Enlarged examples

29. Integrated Design Process (IDP)

30. Integrated Design Process • Experience indicates that changes in the design process can make major contributions to the performance of buildings; • The Integrated Design Process (IDP), developed in Canada and Europe has shown this empirically; • Primarily developed in the NRCan C-2000 program during the 1994-2003 period; • International guidelines for IDP were also developed in IEA Task 23; • We are not claiming to have discovered something new, but have applied old principles that are not being widely used.

31. What is IDP • IDP is a method to intervene in the design stage to ensure that all issues that can be foreseen to have a significant impact on sustainable performance are discussed, understood and dealt with at the beginning of the design process; • IDP helps the client and architect to avoid a sub-optimal design solution; • Integrated design process results in an integrated systems approach, and that can have many positive results; • It enables the achievement of high levels of building performance through integrated systems design.

32. To avoid this

34. Overview of SBTool integration with IDP Set for region and building type

36. IDP 2

38. IDP Tool and integration with SBTool • iiSBE has developed a simple Excel tool to provide management support during the design and construction process; • The tool contents and order can be modified and can have local languages inserted; • We are now beginning the work of linking the IDP tool to SBTool.

39. This is the highest level of Key Steps, which can also be seen in more detail

40. Details of Key Steps

41. SBTool in Italy • In 2002 ITACA, the Federal Association of the Italian Regions, adopted the GBC methodology as basis to develop an institutional assessment system for residential buildings: Protocollo ITACA; • Main objective of the association is to promote and disseminate the good practices for the environmental sustainability and to develop common policies for the Regions (the environment falls within regional competence). • The aim of ITACA was to establish an objective set of requirements to define “what is” a green building and to develop a simple assessment method to measure the environmental performance of buildings necessary to improve policies on sustainable building; • The Green Building Challenge (GBC) method and its software tool (SBTool) was found to give local authorities the ability to adapt the tool to their own conditions and priorities; • The “Protocollo ITACA” was officially adopted by ITACA in January 2004, and is now the reference rating system of the regional authorities in Italy.

42. Protocollo ITACA • As with all implementations of GBTool or SBTool, the assessments are carried out with reference to locally meaningful benchmarks and weights, while results are expressed both as absolute results, and as relative performance using the minimum acceptable benchmark as a reference; • An important factor in the success of the Protocollo ITACA has been the role of iiSBE as an international body overseeing the activities of iiSBE Italia, and the partnership with the CNR and universities; • Another significant step was the decision to reduce the number of parameters from the potential maximum of 118 to 49; • A more compact version for residential buildings with 15 criteria now exists; • Specific versions of Protocollo ITACA 2009 for Office Buildings, Retail, Schools, Museums and Industrial Buildings are now available.

43. Italy: social housing projects • One of the most active regional partners has been the Regione Piemonte; • This region has now launched a program to fund the construction and refurbishment of new and existing buildings (Piano Casa); • With the use of EU funding, the total investment foreseen in the Piemonte region for this program is 700,000,000 Euro, and the housing target is 10,000 flats by 2012; • Of the total, 56,000,000 Euro has been set aside for contributions to high performance; • As part of the program, funds have been set aside to provide incentives for high performance design, and the Protocollo ITACA is being used to determine the level of subsidy awarded, up to 10,000 Euro per flat;

44. Italy: social housing projects • It will be mandatory to achieve a Protocollo ITACA rating of at least 2.0 for new buildings and 1.0 for renovated buildings. • Specific funding incentives are: • Score of 1.5 to 2.0 - 5,000 Euro • Score of 2.0 to 2.5 - 10,000 Euro • Score of 2.5 to 3.0 - 10,000 Euro plus bonus score • iiSBE Italia will certify the performance levels achieved; • This performance-oriented social housing plan is also being extended to the Regione Marche and Regione Liguria, for an additional total of 200,000,000 Euro. • In general the Protocollo ITACA for residential buildings has been formally adopted as tool to support the regional policies on green building by the following Regions: Piemonte, Marche, Toscana, Liguria, Veneto, Friuli Venezia Giulia, Puglia, Lazio, Umbria.

45. Contacts & Info • http://www.iisbe.org • http://www.sbis.info • Andrea Moro (President), andrea.moro@iisbeitalia.org • Nils Larsson (XD), larsson@iisbe.org • Manuel Macias (Chair of TC), manuel.macias@upm.es