Documentation Requirements

BASIC DOCUMENTATION

I07-1 Energy Narrative + Schematic Drawing

READY AUDIT
A narrative that is written by the energy designers or engineers, includes a basic schematic of the energy system, and describes the energy system, including:

• Descriptions of how energy reductions will be achieved.
• Energy use of a typical building with comparable climate, size, use and occupancy.
• Summary reports from energy models or calculations to support claimed energy reductions.
  • Project teams using an approved equivalent baseline must also explain the methodology used in the calculation, in addition to specifying the final baseline target and target EUI.
• Building’s anticipated needs and operational issues.
• Energy production design strategies and schematics.
• A description of any (or the lack of) combustion in or connected to the project.
• Electric drawings or description of meter locations.
• All subsystems of the energy-using and energy-producing systems, including all areas listed in the I07-3 Energy Sub-metering Tracking Table.
• Lessons learned.
  

I07-2 Energy Use Data

FINAL AUDIT
Twelve months of performance data in one of the following formats is required:

• Copies of utility bills for a continuous 12-month period, beginning with the designated start date of the performance period.
• Billing data spreadsheet from utility as verification that data is for LBC project.
• If utility data is not available, metered data from private system such as a building management system may be accepted if it is accompanied by a letter from project engineer or consultant on their letterhead verifying that the provided data is correct.
  

If the project does not have energy bills (due to no connection to a utility or to being sub-metered from a larger-scale utility meter), also include:

• A letter, signed and stamped by the energy or mechanical engineer and cosigned by the project owner, substantiating that this is the case.
  

I07-3 Energy Tracking Tables

FINAL AUDIT

• Completed Energy Production and Demand Table based on 12 months of performance data.
• Completed Energy Sub-metering Tracking Table.
  

I07-4 Embodied Carbon Reduction Documentation

READY AUDIT

• A one-to-two-page narrative describing actions taken to reduce project embodied carbon, including primary material reduction strategies and the phase(s) in which they occurred.
• List of interior materials selected, comparing their embodied carbon value to the industry baseline. Due to the ever-evolving nature of online tools, the results of any assessments must be exported with a timestamp.
• Biogenic embodied carbon reduction calculations and sustainable sourcing certifications for products with claimed benefits. Biogenic carbon reductions must be counted separately from all other embodied carbon reductions.
  

I07-5 Embodied Carbon Data

READY AUDIT
The input assumptions and results from the selected life cycle assessment tool, showing:

• Primary materials project embodied carbon baseline.
• Primary materials project embodied carbon after reductions.
• Embodied carbon of materials + construction (A1-A5) of primary and interior materials.
  

Materials documentation supporting reductions in primary + interior materials claimed in narrative, such as:

• Basis of Design statements.
• LCA hot spot analyses.
• Material specifications.
• Procurement requests or letters.
  

I07-6 Zero Ready Documentation

READY AUDIT
Descriptions of zero ready design strategies, applicable schematics, and advocacy documents (i.e., letters, emails).

I07-7 Photographs

READY AUDIT

• Photographs of the energy systems, particularly portions that will be hidden from view at the time of audit due to completion of construction.
• Photographs of any critical and hidden materials for embodied carbon reductions.
  

I07 Case Study

FINAL AUDIT
A summary narrative describing the project team’s approach to the imperative, highlighting any lessons learned or particularly rewarding outcomes.

EXCEPTION DOCUMENTATION

Projects that use Exceptions or compliance paths that are not standard for all projects must submit additional documentation per the below. Unless the exception is tied to the 12-month performance period, all exception documentation must be submitted at the Ready Audit.

I07-a Exception Narrative

A narrative describing the project’s need for the Exception, the approach to and implementation of the alternative solution, and compliance with Exception requirements, including calculations when needed.

I07-b Metering Documentation

Metering documentation or data showing compliance with Exception requirements.

I07-c Technical Documentation

Legal, financial, or contract documents showing compliance with Exception requirements.

I07-d Photographs

Photographs showing compliance with Exception requirements, including images of all components that will be changed from an existing state, or not readily visible by the completion of the performance period.