EDGE User Guide Version 3.0 PDF

[Type text] EDGE User Guide Version 3.0.a Last Modified 2021.10.26 Corresponds to EDGE Software Version 3.0...

[Type text] EDGE User Guide Version 3.0.a Last Modified 2021.10.26 Corresponds to EDGE Software Version 3.0 Includes All Building Types International Finance Corporation  Page intentionally left blank © International Finance Corporation 2020. All rights reserved. EDGE User Guide 2 TABLE OF CONTENTS TABLE OF CONTENTS TABLE OF CONTENTS............................................................................................................................. 3 LIST OF FIGURES.................................................................................................................................. 5 LIST OF TABLES.................................................................................................................................... 6 CHANGE LOG........................................................................................................................................ 9 ACRONYMS..........................................................................................................................................10 INTRODUCTION...................................................................................................................................12 EDGE CERTIFICATION GUIDANCE...........................................................................................................14 NAVIGATING THE EDGE APP..................................................................................................................24 DESIGN PAGE GUIDANCE......................................................................................................................30 GREEN MEASURES OVERVIEW...............................................................................................................44 INDIVIDUAL MEASURES IN EDGE...........................................................................................................54 ENERGY EFFICIENCY MEASURES............................................................................................................56 EEM01* - WINDOW-TO-WALL RATIO......................................................................................................57 EEM02 - REFLECTIVE ROOF...................................................................................................................60 EEM03 – REFLECTIVE EXTERIOR WALLS..................................................................................................66 EEM04 – EXTERNAL SHADING DEVICES..................................................................................................69 EEM05* – INSULATION OF ROOF...........................................................................................................75 EEM06* – INSULATION OF GROUND/RAISED FLOOR SLAB........................................................................79 EEM07 – GREEN ROOF..........................................................................................................................83 EEM08* – INSULATION OF EXTERIOR WALLS..........................................................................................85 EEM09* – EFFICIENCY OF GLASS...........................................................................................................90 EEM10 – AIR INFILTRATION OF ENVELOPE..............................................................................................95 EEM11 – NATURAL VENTILATION...........................................................................................................97 EEM12 – CEILING FANS...................................................................................................................... 104 EEM13* – COOLING SYSTEM EFFICIENCY.............................................................................................. 107 EEM14 – VARIABLE SPEED DRIVES....................................................................................................... 114 EEM15 – FRESH AIR PRE-CONDITIONING SYSTEM................................................................................. 117 EEM16* – SPACE HEATING SYSTEM EFFICIENCY.................................................................................... 120 EEM17 – ROOM HEATING CONTROLS WITH THERMOSTATIC VALVES........................................................ 124 EEM18 – DOMESTIC HOT WATER (DHW) SYSTEM EFFICIENCY................................................................. 126 EEM19 – DOMESTIC HOT WATER PREHEATING SYSTEM.......................................................................... 131 EEM20 – ECONOMIZERS...................................................................................................................... 134 EEM21 – DEMAND CONTROL VENTILATION USING CO2 SENSORS............................................................. 137 EEM22 – EFFICIENT LIGHTING FOR INTERNAL AREAS............................................................................. 140 EEM23 – EFFICIENT LIGHTING FOR EXTERNAL AREAS............................................................................ 144 EEM24 – LIGHTING CONTROLS............................................................................................................ 145 EEM25 – SKYLIGHTS........................................................................................................................... 150 EEM26 – DEMAND CONTROL VENTILATION FOR PARKING USING CO SENSORS......................................... 154 © International Finance Corporation 2021. All rights reserved. EDGE User Guide 3 TABLE OF CONTENTS EEM27* – INSULATION FOR COLD STORAGE ENVELOPE......................................................................... 157 EEM28 – EFFICIENT REFRIGERATION FOR COLD STORAGE..................................................................... 159 EEM29 – EFFICIENT REFRIGERATORS AND CLOTHES WASHING MACHINES.............................................. 163 EEM30 – SUBMETERS FOR HEATING AND/OR COOLING SYSTEMS............................................................ 166 EEM31 – SMART METERS FOR ENERGY................................................................................................. 168 EEM32 – POWER FACTOR CORRECTIONS.............................................................................................. 171 EEM33 – ONSITE RENEWABLE ENERGY................................................................................................. 173 EEM34 – ADDITIONAL ENERGY SAVING MEASURES................................................................................ 176 EEM35 – OFFSITE RENEWABLE ENERGY PROCUREMENT......................................................................... 177 EEM36 – CARBON OFFSETS................................................................................................................. 179 EEM37 – LOW IMPACT REFRIGERANTS................................................................................................. 181 WATER EFFICIENCY MEASURES........................................................................................................... 183 WEM01 – WATER-EFFICIENT SHOWERHEADS........................................................................................ 184 WEM02* – WATER-EFFICIENT FAUCETS FOR PRIVATE/ALL BATHROOMS................................................... 186 WEM03* – WATER-EFFICIENT FAUCETS FOR PUBLIC BATHROOMS........................................................... 188 WEM04* – EFFICIENT WATER CLOSETS FOR PRIVATE/ALL BATHROOMS................................................... 189 WEM05* – EFFICIENT WATER CLOSETS FOR PUBLIC BATHROOMS........................................................... 191 WEM06 – WATER-EFFICIENT BIDET...................................................................................................... 192 WEM07 – WATER-EFFICIENT URINALS.................................................................................................. 194 WEM08* – WATER-EFFICIENT FAUCETS FOR KITCHEN SINKS................................................................. 196 WEM09 – WATER-EFFICIENT DISHWASHERS......................................................................................... 198 WEM10 – WATER-EFFICIENT PRE-RINSE SPRAY VALVES FOR KITCHEN..................................................... 200 WEM11 – WATER-EFFICIENT WASHING MACHINES................................................................................ 202 WEM12 – SWIMMING POOL COVERS.................................................................................................... 204 WEM13 – WATER-EFFICIENT LANDSCAPE IRRIGATION SYSTEM............................................................... 206 WEM14 – RAINWATER HARVESTING SYSTEM........................................................................................ 208 WEM15 – WASTE WATER TREATMENT AND RECYCLING SYSTEM.............................................................. 210 WEM16 – CONDENSATE WATER RECOVERY........................................................................................... 212 WEM17 – SMART METERS FOR WATER.................................................................................................. 214 WEM18 – ADDITIONAL WATER SAVING MEASURE.................................................................................. 216 MATERIALS EFFICIENCY MEASURES..................................................................................................... 217 MEM01* – BOTTOM FLOOR CONSTRUCTION.......................................................................................... 219 MEM02* – INTERMEDIATE FLOOR CONSTRUCTION................................................................................ 223 MEM03* – FLOOR FINISH.................................................................................................................... 227 MEM04* – ROOF CONSTRUCTION........................................................................................................ 231 MEM05* – EXTERIOR WALLS............................................................................................................... 237 MEM06* – INTERIOR WALLS................................................................................................................ 246 MEM07* – WINDOW FRAMES............................................................................................................... 253 MEM08* – WINDOW GLAZING............................................................................................................. 256 MEM09* – ROOF INSULATION............................................................................................................. 258 MEM10* – WALL INSULATION.............................................................................................................. 261 © International Finance Corporation 2021. All rights reserved. EDGE User Guide 4 TABLE OF CONTENTS MEM11* – FLOOR INSULATION............................................................................................................ 264 REFERENCES..................................................................................................................................... 267 APPENDIX 1. EDGE METHODOLOGY...................................................................................................... 273 APPENDIX 2. GROUPING LOGIC FOR RESIDENTIAL UNITS (THE 10% RULE)........................................... 283 APPENDIX 3. COUNTRY SPECIFIC CONSIDERATIONS.............................................................................. 286 APPENDIX 4. RECORD OF POLICY UPDATES IN THE USER GUIDE.......................................................... 290 * Indicates a required measure LIST OF FIGURES Figure 1. EDGE Certification Process...................................................................................................... 17 Figure 2. Screenshot showing the primary layout of the EDGE App............................................................ 24 Figure 3. Screenshot of the EDGE App showing key features.................................................................... 24 Figure 4. An example of default values and user entries in the EDGE App................................................... 25 Figure 5. Most fields in the EDGE App are editable................................................................................... 25 Figure 6. Most measures in the EDGE App are editable............................................................................. 26 Figure 7. Users can link projects together with the EDGE project structure................................................. 31 Figure 8. A Residential Project will typically have more than one Subproject............................................... 32 Figure 9. A Commercial project may also have one or more Subprojects.................................................... 32 Figure 10. A Project can have a single Subproject if the whole building is modeled in the same EDGE file....... 33 Figure 11. Sample Energy chart from the Apartments typology................................................................. 49 Figure 12. Sample Water Chart from the Apartments typology.................................................................. 51 Figure 13. Sample Materials Chart from the Offices typology..................................................................... 53 Figure 14. Screenshot of energy saving measures of one building type (Homes) in the EDGE App................. 56 Figure 15. Source: Coolroof toolkit........................................................................................................ 60 Figure 16. Illustration of the dimensions used to calculate the shading factor.............................................. 69 Figure 17. Recommended position of the low-e coating for double-pane glass............................................. 92 Figure 18. Auto shut-off control for air-conditioning based on natural ventilation......................................... 99 © International Finance Corporation 2021. All rights reserved. EDGE User Guide 5 TABLE OF CONTENTS Figure 19. Schematic of cooling tower and VSDs system......................................................................... 115 Figure 20. Typical Sources of Waste Heat and Recovery Options.............................................................. 122 Figure 21. Components of an air-side economizer system....................................................................... 135 Figure 22. Integrated Water-Side Economizer in a Water-cooled Chilled Water Plant.................................. 136 Figure 23. Energy savings due to CO2 sensors. Source23.......................................................................... 138 Figure 24. Daylight zone configuration.................................................................................................. 146 Figure 25. Daylight zone under roof skylights........................................................................................ 151 Figure 26. Daylight zone under a vertical skylight (roof monitor) with a flat top......................................... 152 Figure 27. Daylight zone under a vertical skylight (roof monitor) with a sloping top.................................... 152 Figure 28. Energy savings due to CO sensors (extrapolated from CO2 sensors) Source23............................. 155 Figure 29. Home screen to of smart meter with display options to inform home users................................. 169 Figure 30. Screenshot of water saving measures in EDGE for Homes........................................................ 183 Figure 31. Screenshot of Materials saving measures in EDGE for Hospitality.............................................. 217 Figure 32. The admissible range of areas that can be represented by a single residential unit type.............. 283 Figure 33. SANS alerts for South Africa when project does not meet SANS requirements............................ 286 LIST OF TABLES Table 1: The meaning of a “required” (*) measure in EDGE demonstrated with an example.......................... 27 Table 2. EDGE Building types................................................................................................................. 30 Table 3: Definitions of select space types under Area Details..................................................................... 39 Table 4: Base Case System Type Selection.............................................................................................. 46 Table 5: Base Case System Descriptions................................................................................................. 47 Table 6: Solar reflectance Index (SRI) values for typical roofing materials................................................... 61 Table 7: Solar reflectivity of typical wall finishes...................................................................................... 67 Table 8: Shading factors for horizontal shading devices at different latitudes for each orientation................... 70 © International Finance Corporation 2021. All rights reserved. EDGE User Guide 6 TABLE OF CONTENTS Table 9: Shading factors for vertical shading devices at different latitudes for each orientation..................... 71 Table 10: Shading factors for combined shading devices at different latitudes for each orientation................ 71 Table 11: Typical shading devices.......................................................................................................... 72 Table 12: Shading strategies for different orientations at the design stage................................................. 72 Table 13: Thickness of insulation required to achieve a U-value of 0.45 W/m² K......................................... 76 Table 14. Insulation types and typical conductivity range......................................................................... 77 Table 15. Insulation types and typical conductivity range......................................................................... 81 Table 16: Thickness of insulation required to achieve a U-value of 0.45 W/m² K......................................... 86 Table 17. Insulation types and typical conductivity range......................................................................... 88 Table 18: Approximate SHGC and U-values for different glazing types....................................................... 93 Table 19: Areas to be Naturally Ventilated, by Building Type..................................................................... 97 Table 20: Types of natural ventilation................................................................................................... 100 Table 21: Depth of floor to ceiling height ratios for different room configurations....................................... 101 Table 22: Minimum area of opening as a proportion of floor area for different heat gain ranges................... 102 Table 23: Minimum Required Spaces to be Provided with Ceiling Fans, by Building Type............................. 104 Table 24: Minimum fan size (in meters)/Number of ceiling fans required for different room sizes................. 105 Table 25: Types of Ground Source Heat Pumps...................................................................................... 111 Table 26. Examples of current minimum COPs for different types of air conditioning systems....................... 112 Table 27: Benefits and limitations of VSD motors for pumps.................................................................... 115 Table 28: Types of Condensing Boiler.................................................................................................... 121 Table 29: Recovery technology options................................................................................................. 122 Table 30: Types of High Efficiency Hot Water Boilers............................................................................... 128 Table 31: Types of solar water collectors............................................................................................... 129 Table 32: Gray Water Heat Recovery Solutions...................................................................................... 132 Table 33: Indoor spaces required to have efficient lighting, by Building Type............................................. 140 © International Finance Corporation 2021. 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EDGE User Guide 7 TABLE OF CONTENTS Table 34: Description of technologies (lamp types)................................................................................. 142 Table 35: Typical range of efficacies for different lamp types................................................................... 142 Table 36: Outdoor spaces required to have efficient lighting, by Building Type........................................... 144 Table 37: Lighting Control Requirements by Building Type...................................................................... 145 Table 38: Types of controls for lighting and other equipment................................................................... 147 Table 39: Types of refrigerated cases................................................................................................... 160 Table 40: Efficiency measures for Refrigerated cases.............................................................................. 161 Table 41: Types of Models for Energy Performance................................................................................. 274 © International Finance Corporation 2021. All rights reserved. EDGE User Guide 8 CHANGE LOG CHANGE LOG V3.0 This is the first version of the User Guide for EDGE 3.0. This User Guide contains the complete list of efficiency measures available in EDGE for all building types. A separate document called the ‘EDGE Materials Reference Guide’ provides more detailed information on all construction materials available in EDGE. The last Appendix will be updated periodically to reflect any new policy changes in EDGE version 3. To share updates with the EDGE Team, such as local rates for energy and water, please send suggestions along with relevant documentation to [email protected]. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 9 ACRONYMS AHU Air Handling Unit ARI Air-conditioning and Refrigeration Institute ASHRAE American Society of Heating Refrigerating and Air-conditioning Engineers Btu British thermal unit cfm Cubic feet per minute (ft³/min) COP Coefficient of Performance EDGE Excellence in Design for Greater Efficiencies EPI Energy Performance Index (kWh/m2/year) GIA Gross Internal Area GJ Giga Joules HVAC Heating, Ventilation and Air-conditioning kW Kilowatt kWh Kilowatt-hour MJ Megajoules ppm Parts per million SC Shading Coefficient SHGC Solar Heat Gain Coefficient sqm Square Meter STP Sewage Treatment Plant TR Tonnage of Refrigeration VLT Visible Light Transmission VAV Variable Air Volume VFD Variable Frequency Drive VSD Variable Speed Drive W Watt © International Finance Corporation 2020. All rights reserved. EDGE User Guide 10 CHANGE LOG Wh Watt-hour WFR Window-to-Floor Ratio WWR Window-to-Wall Ratio © International Finance Corporation 2021. All rights reserved. EDGE User Guide 11 INTRODUCTION INTRODUCTION About EDGE (“Excellence in Design for Greater Efficiencies”) EDGE is a green buildings platform that includes a global green building standard, a software application, and a certification program. The platform is intended for anyone who is interested in the design of a green building, whether an architect, engineer, developer or building owner. EDGE empowers the discovery of technical solutions at the early design stage to reduce operational expenses and environmental impact. Based on the user’s information inputs and selection of green measures, EDGE reveals projected operational savings and reduced carbon emissions. This overall picture of performance helps to articulate a compelling business case for building green. The suite of EDGE building types includes Homes, Apartments, Hospitality, Retail, Industrial, Offices, Healthcare, Education buildings, and Mixed-Use Buildings. EDGE can be used to certify buildings at any stage of their life cycle; this includes buildings in concept or design stage, new construction, existing buildings, and renovations. EDGE is an innovation of IFC, a sister organization of the World Bank and member of the World Bank Group. A Global Green Standard To achieve the EDGE standard, a building must demonstrate a 20% reduction in projected operational energy consumption, water use, and embodied energy1 in materials as compared to typical local practices. EDGE defines a global standard while contextualizing the base case to the building functions and its location. Only a handful of measures are required for better building performance that result in lower utility costs, extended equipment service life, and less pressure on natural resources. The EDGE Perspective Rather than relying on complex simulation software and processes to predict resource use, EDGE has an easy- to-use interface that runs on a powerful building physics engine with region-specific data. Through user inputs, the data can be further refined to create a nuanced set of calculations that have greater accuracy when predicting future building performance. EDGE focuses intently on resource efficiency and climate change mitigation, recognizing that too wide a focus leads to disparate results. The intent of EDGE is to democratize the green buildings market, which was previously reserved for higher-end buildings standing in relative isolation in primarily industrialized nations. Government regulations in emerging economies rarely require resource-efficient building practices. EDGE is creating a new path for green growth by proving the financial case in a practical, action-oriented way that emphasizes a quantitative approach. This 1 Embodied energy is the energy required to extract and manufacture the materials required to construct and maintain the building. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 12 INTRODUCTION approach closes the gap between non-existent or weakly-enforced green building regulations and expensive international standards. It realizes the potential to lower utility costs while reducing GHG emissions. EDGE Software Version 3 is optimized for the following: ▪ Browser (the following versions or higher): Firefox 81, Chrome 86, or Safari 13 ▪ Operating System: Windows 7 or higher ▪ Screen Resolution: Viewed best at 1680 X 1050 pixels ▪ Fully functional and responsive across devices including mobile phones and tablet PCs An Innovation of IFC EDGE is an innovation of IFC, a member of the World Bank Group. IFC 2121 Pennsylvania Avenue, NW Washington, DC 20433 [email protected] www.edgebuildings.com © International Finance Corporation 2021. All rights reserved. EDGE User Guide 13 EDGE CERTIFICATION GUIDANCE EDGE CERTIFICATION GUIDANCE EDGE certification is awarded if the required minimum efficiencies of 20% are achieved in the three EDGE categories -- Energy, Water, and Materials. A simple pass/fail system indicates whether the building project has demonstrated the minimum 20% savings in operational energy, water and embodied energy in materials compared to the base case model. Actual percentage savings for each project can be seen on the EDGE certificate as well as in project case studies on the EDGE website. Beyond EDGE certification, EDGE also offers EDGE Advanced and EDGE Zero Carbon certification. The entire certification process is conducted online through the EDGE software. EDGE Assessment and Certification Definitions ▪ A building is defined as a conditioned (heated or cooled) or naturally ventilated structure with at least one full time equivalent occupant, and a minimum building area of 200m². For questions about specific projects that do not fall within these limits, reach out to the EDGE team at [email protected]. ▪ A single home is a detached single-family home. There is no minimum area requirement. ▪ A single building is a physically separate structure. If two buildings are connected by a conditioned space, then they can be considered as a single building. ▪ Area limits for mixed-use buildings: If a building has more than one use and the secondary use occupies less than 10% of the floor area up to a maximum of 1,000m², the entire building can be certified under the primary use of the building. If the area of secondary use is more than 10% of the floor area or more than 1,000m2, then that portion must be certified separately. For example, if a 10,000m² residential building has a retail portion of 1,200m² located within the ground floor, the building areas must be certified separately under the Homes and Retail typologies. ▪ Multiple buildings: When one project (such as a housing development) with a single owner consists of several buildings, buildings of less than 10% of the floor area of the project up to a maximum of 1,000m2 with the same use may be clustered together as a single building. Buildings larger than 10% of the project floor area or more than 1,000m2 must be considered as separate buildings. In residential projects, however, each individual unit would receive an EDGE certificate, not the overall building. When multiple types of units are present, each unit type in the project is assessed separately. ▪ Project: A Project is defined as the whole building or development submitted for EDGE certification with the same certifier and owner. For example, a Project may be a residential building with two towers, a mixed-use building with offices and retail space, or multiple buildings with the same specifications in a city or country. The information in the Project section in EDGE is the top-level information that applies to the whole project. ▪ Subproject: A Subproject is each portion of the Project modeled individually in EDGE. The information contained in the Subproject section applies only to the portion being modeled in that © International Finance Corporation 2021. All rights reserved. EDGE User Guide 14 EDGE CERTIFICATION GUIDANCE file. For example, a Subproject may be Unit Type 1 in a residential building, the retail space in a mixed-use tower, or an individual location for a chain of stores. Project Roles Project Team/EDGE Experts In the EDGE certification system, a project owner is the designated owner or owner’s representative responsible for the entire project including providing project documentation, access to the site, and the payment of audit and certification fees. An EDGE Expert is an individual certified in the use of EDGE software and certification process; they may be part of the owner’s organization or an independent service provider. The project owner designates a project team (which may include an EDGE Expert) whose role is to demonstrate that the project complies with the EDGE standard. The project team achieves this by documenting that the overall project and the selected individual measures meet the specifications and minimum performance required by EDGE. Four distinct user roles for an EDGE project team are available in the EDGE software to represent the typical certification software responsibilities. 1. A Project Owner can assign or remove any user role and create/edit/delete projects in the EDGE software. 2. A Project Admin is the EDGE Expert or a trained EDGE user who manages the certification flow of the project on behalf of the owner. 3. A Project Editor is typically someone from the design team who can edit the project details and documentation. 4. A Project Viewer can track the project progress without the ability to edit. EDGE Certifiers EDGE Certifiers are licensed by IFC to operate in designated countries. Their role is to oversee EDGE Auditors and issue the EDGE certificates. Information on contacting local certifiers is available on the ‘Certify’ page at www.edgebuildings.com. The project owner is responsible for paying the certification fees to the EDGE Certifier. EDGE Auditors EDGE Auditors are EDGE Experts who have been further accredited to conduct project audits for EDGE certification. The role of the EDGE Auditor is to verify that the design/construction team has interpreted the EDGE requirements correctly and that all compliance requirements have been fulfilled. Depending on the country and the certification provider, an EDGE Auditor may be part of the EDGE Certifier’s team or hired independently. In either case, the project owner is responsible for the EDGE Auditor fees. The EDGE Auditor reviews the supporting evidence provided by the project team to ensure that it matches the data used in the assessment and performs on-site audits. Auditors must verify 100% of the floor area for a unique design for any building type. In the case of repetition in design, an auditor must verify the following at a minimum: ▪ Homes, Apartments (square root of the number of units) +1, for each type © International Finance Corporation 2021. All rights reserved. EDGE User Guide 15 EDGE CERTIFICATION GUIDANCE ▪ Hotels, Resorts, Serviced Apartments (square root of the number of rooms) +1, for each type ▪ Healthcare (square root of the number of rooms) +1, for each type ▪ Retail, Industry, Office, Education 40% of similar areas for a project ▪ Mixed Use Each use type to follow respective rules from above ▪ Multiple buildings of same type: (square root of the number of buildings) +1, for each type © International Finance Corporation 2021. All rights reserved. EDGE User Guide 16 EDGE CERTIFICATION GUIDANCE EDGE Certification Process The certification process involves auditing of the project documentation submitted by the project team and a site audit, followed by the award of the certificate. Requirements for EDGE compliance, at both the design and post-construction phases, are specified for each measure in this guide, and include such deliverables as design drawings, manufacturers’ data sheets, calculations, proof of delivery and photographs. A design review is required for preliminary certification, and a site audit is required for the final EDGE certification, with both conducted by an accredited EDGE Auditor. Certification is awarded by a licensed EDGE certification provider. EDGE certification makes a statement of corporate excellence and environmental responsibility. Figure 1. EDGE Certification Process To begin the certification process, the project owner/EDGE Expert may request a quote from the local certification provider via the Certify page on the EDGE buildings website; they may also ‘Express Interest’ via the EDGE software to request a quote from the certifier or local auditor(s). Or a project may choose to directly ‘Register’ in the EDGE App. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 17 EDGE CERTIFICATION GUIDANCE Documentation Requirements Project-level documentation is uploaded to the EDGE App. The documentation required for individual measures is included in the Compliance Guidance of each measure. In general terms the following documents are required to demonstrate compliance: A brief explanation of the relevant system or product specified/installed. Calculations that have been used to assess and demonstrate compliance. Manufacturer’s data sheets, with the information required to demonstrate compliance highlighted. Proof that the specified system or product has been installed. EDGE Advanced Certification ‘EDGE Advanced’ status indicates that an EDGE project has achieved 40% or greater savings in Energy, beyond the minimum EDGE certification requirements. EDGE Advanced certification is a one-time award that does not need to be renewed. Recognition is issued automatically at the time of the awarding of a preliminary EDGE certificate and/or final EDGE certification and indicated on the EDGE certificate for such a project; it does not require additional documentation or fees. EDGE Zero Carbon Certification EDGE Zero Carbon certification is awarded to projects that demonstrate zero carbon emissions in operations; it offers project teams the opportunity to certify their projects as carbon neutral. A minimum of 20 percent savings in water and embodied energy are required, with 40 percent energy savings on-site (EDGE Advanced status), and 100 percent energy emissions neutralized either through renewables or carbon offsets. Eligibility Requirements There are three requirements for projects to be eligible for EDGE Zero Carbon certification: 1. The building type must be among those that are included in the EDGE App. 2. A building must have been in operation for at least one year at 75 percent of normal occupancy. 3. A building must be certified as EDGE Advanced: ▪ For projects previously certified with EDGE, this can be shown with the achievement of EDGE Advanced certification. ▪ For projects not previously certified with EDGE, EDGE Advanced certification must first be achieved before EDGE Zero Carbon certification can be pursued. Documentation Requirements In obtaining EDGE Zero Carbon certification for a project for the first time, the following information is required: A. Proof of 40 percent energy savings from the EDGE baseline: Download, save and provide a PDF of the EDGE certificate for the project from your dashboard in the EDGE App that demonstrates EDGE Advanced status. This is a one-time assessment of the asset that will not need to be provided at the time of recertification unless the building undergoes substantial changes such as a significant addition (more than 10 percent of the Gross Internal Area, or GIA) or a major renovation. B. Intended year of certification: The start and end dates for the year for which the project is applying as an EDGE Zero Carbon project. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 18 EDGE CERTIFICATION GUIDANCE C. Declaration of occupancy: A signed declaration by the project owner or their authorized representative that the project has been occupied at 75 percent of expected occupancy for the intended year of certification. D. Project area: Building plans showing the GIA including airconditioned and unconditioned spaces of the building, and the total GIA for input into the calculator. (Note the description of Total Project Area under the Design Guidance section.) If the project has achieved EDGE-certified status, then the project’s PDF report showing the GIA and the project file number will be sufficient for verification. E. Energy bills and meter readings: bills for the intended year of certification for every source of energy used in the building. The categories that must be tracked are: ▪ Fossil fuels used on site, e.g., diesel, natural gas, liquified petroleum gas (LPG) ▪ On-site electricity produced, e.g., solar, wind, small hydro ▪ Off-site electricity purchased, e.g., from conventional grid, off-site solar, wind The bills must show: ▪ Quantity of energy purchased ▪ Type of energy source Energy bills must cover a period of one year starting from the intended start date. For electricity produced on site, documentation may include readings from the renewable system meter, for example, the inverter in a solar system. If the system does not include a meter, specifications of the system with estimated energy production may be used. F. Purchased carbon offsets: If applying carbon offsets, they must be purchased from a source that abides by one of the following standards: ▪ Climate SEED ▪ Community Climate Biodiversity Standard (CCBA) ▪ Gold Standard ▪ ISO 14064-2 ▪ UNFCCC Clean Development Mechanism (CDM) ▪ Verified Carbon Standard (VCS) For compliance purposes, the client must obtain a certificate from the carbon offset provider that the offset has been “retired.” Documentation Submission All energy use information must be input into the EDGE Carbon Calculator, which will be incorporated into the EDGE App. In the interim, it is available as an Excel-based calculator that can be obtained by emailing [email protected]. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 19 EDGE CERTIFICATION GUIDANCE Once the EDGE Carbon Calculator has been launched online, supporting documentation must be uploaded into the EDGE App. In the interim, the completed calculator and supporting documentation must be submitted via email to the respective certifier. Certification Expiration The EDGE Zero Carbon certificate will prominently display the year of awarding and expiration according to the following: ▪ For a project that meets the EDGE Zero Carbon criteria fully on-site, including generation of on-site renewable electricity, the certificate will expire after four years. ▪ For a project that meets the EDGE Zero Carbon criteria by purchasing off-site renewable electricity or carbon offsets, the certificate will expire after two years. Recertification A project that has been previously certified as EDGE Zero Carbon can recertify to maintain its EDGE Zero Carbon status. A. Required energy performance: ▪ If the building has not changed substantially since the last EDGE Zero Carbon certification – more than 10 percent change in area, or a major renovation – the project owner or their designated representative must provide a signed statement to that effect. ▪ If the building has changed substantially as defined above, the project team must show that the energy savings of the building are 40 percent in the EDGE App. Note that the EDGE standard baseline is revised every few years as construction standards change. ▪ If the GIA has changed, it must be indicated. B. Annual records of performance: The project must submit annual records of information like that submitted for the original EDGE Zero Carbon certification (see A to F under ‘Documentation Requirements’). For prior years, provide: ▪ Start date (these must be contiguous with the original years of EDGE Zero Carbon certification) ▪ Energy bills and meter readings for energy purchased and produced ▪ Carbon offset certificates © International Finance Corporation 2021. All rights reserved. EDGE User Guide 20 EDGE CERTIFICATION GUIDANCE Existing Building Projects Existing buildings may apply for EDGE certification. The same standards apply to existing buildings as for new construction. Materials in existing buildings that are being retained in the building or re-used and are older than five years may be claimed as “re-used.” (This applies to re-use of materials older than five years in new construction as well). To claim a building as existing and/or to claim re-use of materials, the project team must provide documentation from the formal local source that shows the date when the building was constructed or last modified. For example, the formal source in a location may be a building department and the documents may be drawings stamped by the building department. Pictures of the existing building and materials should also be provided as evidence. Guidance on inputs for Existing Buildings in specific fields in the EDGE App is provided in the description of the respective fields. This guidance may be viewed by conducting a text search for the word ‘existing’ in this User Guide. Core and Shell Projects Core and Shell projects are projects where the owner is responsible for the building exterior (“shell”) and the core facilities (“core”), but the interior areas are constructed by the tenants (“fit out”). For Core and Shell projects, a measure for which the tenants are responsible can also be claimed in EDGE. Measures for which this is allowed are lighting, ceiling fans, faucets, and flooring finish. This is allowed only if a “tenant fit-out guide” is included in the lease agreement and signed between the tenants and owners. This tenant fit-out guide must define the requirements to be fulfilled by the tenants for the measure and be included in the EDGE submission. If all tenants have not signed a lease at the time of EDGE certification, the building owner must show EDGE compliance by providing the template of the lease agreement accompanied by a signed letter stating that the tenant fit-out guide in the template lease agreement will be included in all tenant lease agreements signed for the building. Measures not listed here cannot be claimed unless installed at the time of final site audit. This type of agreement is typically applied to spaces for rent. However, the same principle can be applied to projects for sale in certain conditions. For example, when there is a local requirement for the developer to provide a warranty to the new owners along with a User Manual, the developer can specify the efficiency requirements of electric fixtures and appliances in the User Manual as a condition for maintaining the warranty. Partial Building Projects A part of a building may apply for EDGE certification. For example, a store in a mall or an office in an office building can apply for EDGE certification. If that space is served by a central HVAC system, the EDGE application can document the specifications of the whole building HVAC systems. If the space is served by a stand-alone system, only that system must be documented. For the envelope, the wall lengths, materials, and WWR ratio should represent the actual space applying for certification. Only those exterior facades must be included that are directly in contact with/enclosing the part of the building applying for the EDGE certification. For example, if there is no exterior façade on the east side because the applicant part of the building is attached to the rest of the building on that side, then, the east façade length must be marked as 0.01 m. The same logic applies all the way around. It is possible to have a portion of a building with no exterior walls apply for EDGE, in which case all exterior facades will be marked as 0.01. This will ensure that the heat transfer and therefore, energy performance of the applicant building portion is calculated correctly. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 21 EDGE CERTIFICATION GUIDANCE Social Housing Projects Social housing projects are at times provided without finished floors or bathrooms fittings in second bathrooms. For such projects, EDGE makes the following exceptions: (1) Unfinished floor areas can use the EDGE default flooring (ceramic tile), and (2) Bathrooms without fixtures can be ignored for Water measures. However, the bathrooms that do have fittings must have low-flow fixtures to claim the corresponding EDGE measures, as is normally the case. In addition, EDGE encourages developers to provide literature (such as product brochures) on low-flow fittings to prospective apartment buyers through the sales office. Data Centers EDGE now offers project teams the opportunity to certify data centers as green. This certification is in the pilot phase. Any data center globally, new or existing, is eligible to apply. There are two requirements for data centers to be eligible for EDGE certification: 1. The datacenter must achieve a minimum of 20 percent savings in Water and Embodied Energy in Materials as per the EDGE standard. 2. The Power Usage Effectiveness (PUE) of the data center must be at least 20% better than the baseline PUE, where 𝑃𝑈𝐸 = 𝑇𝑜𝑡𝑎𝑙 𝐸𝑛𝑒𝑟𝑔𝑦 𝑒𝑛𝑡𝑒𝑟𝑖𝑛𝑔 𝑡ℎ𝑒 𝑑𝑎𝑡𝑎 𝑐𝑒𝑛𝑡𝑒𝑟 𝑚𝑒𝑎𝑠𝑢𝑟𝑒𝑑 𝑎𝑡 𝑖𝑡𝑠 𝑏𝑜𝑢𝑛𝑑𝑎𝑟𝑦 / 𝐸𝑛𝑒𝑟𝑔𝑦 𝑢𝑠𝑒𝑑 𝑏𝑦 𝑡ℎ𝑒 𝐼𝑇 𝑒𝑞𝑢𝑖𝑝𝑚𝑒𝑛𝑡 𝑖𝑛𝑠𝑖𝑑𝑒 𝑡ℎ𝑒 𝑑𝑎𝑡𝑎𝑐𝑒𝑛𝑡𝑒𝑟 EDGE utilizes the PUE (power usage effectiveness) as the energy baseline for data centers. PUE is a metric defined by the Green Grid Association that describes how efficiently a data center uses energy. It is a ratio of the total amount of energy used by a facility to the energy delivered to IT devices. The baseline PUE is subject to change in the future after the pilot phase of 2020-2021 ends. Climate Type Baseline PUE Target PUE for EDGE Target PUE for EDGE Certified Advanced (20% improvement) (40% improvement) Hot & Humid Climate 1.95 1.56 1.17 (ASHRAE Climate Zones 1A, 2A, 3A) Other Climates 1.81 1.45 1.09 Data centers with 20% improvement in PUE will achieve EDGE Certified status and data centers with 40% improvement in PUE will achieve EDGE Advanced status. For more information on how to model data centers in EDGE, project teams can reach out to their respective certifier or email [email protected]. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 22 EDGE CERTIFICATION GUIDANCE Special Ruling Request (SRR) A Special Ruling Request (SRR) is a mechanism for project teams to request a special ruling on the eligibility of a method or measure that has not been included in the EDGE App, to determine compliance with EDGE. This is applicable for situations where project teams may want to (1) use an alternative method to comply with the intent of an EDGE Measure, or (2) use innovative strategies not included in the available EDGE Measures to reduce resource consumption in Energy, Water or Materials. For example, an SRR would be required for using an alternate tool outside EDGE to calculate the Average Annual Shading Factor (AASF) or to calculate the savings from a cooling system type that is not available in EDGE. The SRR form formally documents for audit purposes that a project team has received special permission from IFC’s EDGE team to use an out-of-the-norm procedure for claiming measure savings in the EDGE App. Actual compliance with the intent of the measure will still be subject to an audit. Note that the SRR is a means of formal documentation for audit purposes only. In general, the EDGE User Guides and the Frequently Asked Questions available on the EDGE website serve as a starting point for questions related to the EDGE certification of projects. Further questions about EDGE project measures and certification can be directed to the respective EDGE Certification Provider selected for the project. In addition, the IFC EDGE team is available to help at [email protected]. If a project team has gone through the steps above and still needs documentation of approval for an atypical approach to its project, it can request a Special Ruling Request form from the certifier. An SRR is project specific. When the content is universally applicable, it will be added to the User Guide and not require an SRR for compliance anymore. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 23 NAVIGATING THE EDGE APP NAVIGATING THE EDGE APP The EDGE App is designed with a simple, user-friendly interface. This section highlights a few key features. The EDGE App loads in the Homes typology by default. A user can select a different typology from the side bar on the left as shown in Figure 2, or from the drop down menu in the first panel. From the top right options, a user can view their user dashboard, change the version and language, and sign in. Figure 2. Screenshot showing the primary layout of the EDGE App Figure 3 shows the main tabs — Design, Energy, Water and Materials. Above the tabs is the Results bar. Some panels on the Design tab, and all Measures, have an Options menu. The Options menu can provide several functions depending on the panel, such as Detailed Inputs, Calculators, or Document Upload. Figure 3. Screenshot of the EDGE App showing key features – the Main Pages or Tabs, Results Bar, and the Options Menu © International Finance Corporation 2021. All rights reserved. EDGE User Guide 24 NAVIGATING THE EDGE APP Default values and user entries The EDGE App is designed with default input values for all fields, so that users can model the buildings with minimal inputs. However, users must note that the EDGE App will use the default values unless a user overwrites them. Therefore, attention must be paid to the default values, especially during the certification process, to confirm that the assumptions reflect the actual building. Figure 4. An example of default values and user entries in the EDGE App Tip: Underlined field names in EDGE are editable. Clicking on the field name displays the input field. Figure 5. Most fields in the EDGE App are editable © International Finance Corporation 2021. All rights reserved. EDGE User Guide 25 NAVIGATING THE EDGE APP Similarly, most efficiency measures are editable. Selecting a measure displays the possible inputs. The value associated with a measure gets overwritten by the user input. For example, in the measure EEM01 in Figure 6, a user can overwrite the value 9.4% with the actual value in the project. Figure 6. Most measures in the EDGE App are editable © International Finance Corporation 2021. All rights reserved. EDGE User Guide 26 NAVIGATING THE EDGE APP Required Measures In EDGE, an asterisk (*) next to a measure indicates that the project team is “required” to enter the actual specifications of the measure in EDGE, if that measure is present in the project. The indication of a “required” measure in EDGE does not mean that EDGE requires that the measure must be implemented in the project, or that the improved case must meet or exceed the baseline case to comply with EDGE requirements. For example, if a residential project has air-conditioners, the measure must be selected, and the actual efficiency specifications of the air-conditioners must be entered into the user input fields for the measure. ▪ If the measure is not present in the project, then the requirement does not apply. For example, if a project does not have air-conditioning, the respective measure can be left blank. ▪ If the performance of the installed components varies across the project for any reason, then a weighted average of the performance metric must be used. For example, if the COP varies from one space to another, a weighted-average COP must be used for the user input. The examples in Table 1 explain how to address the measures in EDGE that are required and marked with an asterisk (*), versus those that are not. Table 1: The meaning of a “required” (*) measure in EDGE demonstrated with an example Required Measure How to address in software How to address at audit Case 1: Air-conditioning is present in the building ✓ Select the matching air-conditioning Auditor must ensure that the measure has been selected and the EEM13* measure actual efficiency value as per design ✓ Enter the actual system efficiency or construction has been entered in (e.g., COP) in the user input fields for the the EDGE App. *(asterisk) indicates that the input is measure. Required Note: This applies regardless of whether inputting the actual efficiency value generates positive or negative savings. Case 2: Air-conditioning is not present; the building will be naturally ventilated ✓ In the Design tab, indicate that no Confirm that air-conditioning, or the fittings to install air- EEM13* air-conditioning is present conditioning later, are not present  In the Energy tab, the air-conditioning in the project. measure can be left blank; the asterisk (*) does not apply © International Finance Corporation 2021. All rights reserved. EDGE User Guide 27 NAVIGATING THE EDGE APP Results Bar The Results Bar in the EDGE App is a summary of the Key Performance Indicators (KPIs) calculated by EDGE. To calculate performance against these indicators, EDGE makes assumptions on how the building will be used by the occupants. Since the actual usage patterns may differ depending on occupant consumption, the water and energy usage and subsequent costs may vary from EDGE predictions. The KPIs include: ▪ Final Energy Use – the energy consumption (in kWh/month) for the project is calculated automatically by EDGE, based on the data entered in the Design section and any reduction achieved through the selection of efficiency measures. ▪ Final Water Use – the water consumption (in m3/month) for the project is calculated automatically by EDGE, based on the data entered in the Design section and any reduction achieved through the selection of water efficiency measures. ▪ Final Operational CO2 Emissions – EDGE automatically calculates the CO2 emissions (in tCO2/month) based on the final energy use multiplied by the CO2 emission factor for the generation of grid electricity and other fuels in the project. The default value for the selected country’s CO2 emissions is shown in the Design section but can be overwritten if evidence can be provided to support it. The evidence must be from a reliable source such as a peer-reviewed publication from an international organization or a specialized government-approved study. ▪ Final Embodied Energy – EDGE automatically calculates the embodied energy (in MJ/m2) from the building dimensions and the materials selected in the Materials section. ▪ Final Utility Cost – EDGE projects the monthly cost (in USD/month or local currency per month) for energy and water use. ▪ Subproject Floor Area – EDGE displays the calculated GIA for the Subproject multiplied by the Subproject Multiplier. ▪ Energy Savings ▪ Water Savings ▪ Operational CO2 Savings ▪ Embodied Energy Savings ▪ Utility Cost Savings – EDGE projects the annual savings (in USD and local currency in specific countries) in utility bills. ▪ Base Case EPI (Energy Performance Index) — energy use per unit area ▪ Improved Case EPI (Energy Performance Index) — energy use per unit area ▪ Total Building Construction © International Finance Corporation 2021. All rights reserved. EDGE User Guide 28 NAVIGATING THE EDGE APP ▪ Incremental Cost – Additional cost of implementing the selected efficiency measures (in USD or local currency in specific countries). Certain building measures may contribute to a lower overall cost compared to the baseline. Therefore, negative incremental costs are possible. EDGE cost data is based on average global data and is continuously being refined. It is only meant as a guidance tool for comparison between measures. If specific local data is available, the use of it in a more specific financial model is encouraged for making financial decisions. ▪ Increase in Cost (%) ▪ Payback in Years – Number of years to repay the incremental cost compared to the cost savings of utilities. The method used is simple payback based on the capital cost of the measure. ▪ Number of People Impacted ▪ Base Case – Refrigerant Global Warming Potential ▪ Improved Case – Refrigerant Global Warming Potential ▪ Detailed Results for Typologies – Only applicable to Residential typology. This gets activated when multiple typologies are present. Saving a Project Users can save their projects within the online EDGE software platform. ▪ A user account is required to save a project file, and a user must be logged in to save the project. ▪ Fields marked with an asterisk* on the Design tab are also required to save the project file. EDGE can be accessed via handheld devices such as iPhones, Androids and tablets. Project teams should exercise caution when accessing saved projects via handheld devices as EDGE automatically saves changes to projects every three minutes; this time limit does not apply to Certifiers. If a user is not active on EDGE for two hours, the system will log the user out. This duration of time for which their session stays active while they are away from their computer can be changed by the user in their profile settings. To create multiple versions of a project with different combinations of measures, it is best to retain your inputs by downloading the data into separate PDFs and saving the documents on your computer (File > Download PDF). In this way, you maintain one project file for your building within EDGE. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 29 DESIGN PAGE GUIDANCE DESIGN PAGE GUIDANCE This is the starting point to build an EDGE model. The EDGE software opens in the Homes building type by default. Select the appropriate building type for your model from the dropdown menu. Building Type EDGE includes the Primary Building Types, and associated Subtypes shown in Table 2. For a building type that is not on the list, select the closest match from the available types or reach out to [email protected] for guidance. Table 2. EDGE Building types Primary Building Type Subtype(s) Homes – Single houses and townhomes Low2, Middle, and High Income Apartments – Residential units with shared walls Low, Middle, and High Income Hotel 1-Star to 5-star Hotels Resort 1-Star to 5-Star Resorts Serviced Apartments Serviced Apartments Retail Department Store, Shopping Mall, Supermarket, Small Food Retail, Non-food Big Box Retail Industrial Light Industry, and Warehouse Office Office Healthcare Nursing Homes, Private Hospital, Public Hospital, Multi- specialty Hospital, Clinics, Diagnostic Center, Teaching Hospital, Eye Hospital, Dental Hospital Education Preschool, School, University, Sports Facilities, Other Educational Facilities Mixed Use Self-defined Building 2 Subsidized/Gap in South Africa © International Finance Corporation 2021. All rights reserved. EDGE User Guide 30 DESIGN PAGE GUIDANCE Location ▪ Country – The country in which the project is located. EDGE uses the list of countries from the World Bank3. If the country of the project location is not in the EDGE drop-down list, select a country and city that is most similar in climate from the available options. ▪ City – The city in which the project is located. If the project city is not included in the EDGE drop-down list, select the city that is closest in terms of climate. If necessary, overwrite the defaults under Design Page > Climate Data. Project and Subproject The Project and Subproject structure on the EDGE App allows users to link related project files and avoid repetitious processes. The purpose of the PROJECT and SUBPROJECT structure in EDGE is to: ▪ Improve management of files within a single project ▪ Improve estimation of certification costs ▪ Streamline registration of files (subprojects) related to a project ▪ Streamline input of information to each subproject file ▪ Improve calculation of total project area ▪ Improve reporting of total project savings ▪ Figure 7. Users can link projects together with the EDGE project structure. Project A Project is defined as the whole building or development submitted for EDGE certification with the same certifier and owner. For example, a Project may be a residential building with two towers, a mixed-use building with offices and retail space, or multiple buildings with the same specifications in a city or country. The information in the Project section in EDGE is the top-level information that applies to the whole project. 3 https://data.worldbank.org/country © International Finance Corporation 2021. All rights reserved. EDGE User Guide 31 DESIGN PAGE GUIDANCE Subproject A Subproject is each portion of the Project modeled individually in EDGE. The information contained in the Subproject section applies only to the portion being modeled in that file. For example, a Subproject may be Unit Type 1 in a residential building, the retail space in a mixed-use tower, or an individual location for a chain of stores. Figure 8. A Residential Project will typically have more than one Subproject. Figure 9. A Commercial project may also have one or more Subprojects. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 32 DESIGN PAGE GUIDANCE Figure 10. A Project can have a single Subproject if the whole building is modeled in the same EDGE file. Project Details This section contains the top-level information about the Project, such as owner name and contact information, and is shared across a Project’s Subprojects. Changes to the Project Details section are automatically reflected in Subproject files. This section must be completed to submit the project for audit and certification. ▪ Project Name* – The name of the development. Note that this is a required field that serves as the project identifier. To edit the project name after saving, go to File > Rename on the Design tab. This option is no longer available to the Project Team after a project has been sent for audit. To change the name after a project has been sent for audit, please contact [email protected]. ▪ Number of Distinct Buildings – The number of physical buildings that make up the whole project. This field is part of the project description that helps an auditor or reviewer understand the physical make- up of a project. This field helps account for the “number of buildings” certified by EDGE in a client’s or auditor’s portfolio. This value will be 1 for a single building, or for towers with a shared podium level. The value in this field is for information purposes only and is intended to help visualize the building during the quotation and certification process. The value does not get multiplied by the GIA, unlike the “Subproject Multiplier for the Project” (see the description of that field below under Subproject Details). ▪ Project Owner Name – The name of the key contact from the company/organization that commissioned the EDGE assessment. ▪ Project Owner Email – The email address of the key contact from the company/organization that commissioned the EDGE assessment. ▪ Address Line 1 – Primary street address of the project. ▪ Address Line 2 – Any additional details for the street address, such as the building number. ▪ City – The city where the project is located. ▪ State/Province – The state or province where the project is located. ▪ Postal Code – The postal code where the project is located (if applicable). © International Finance Corporation 2021. All rights reserved. EDGE User Guide 33 DESIGN PAGE GUIDANCE ▪ Country – The country where the project is located. ▪ Project Owner Phone* – The phone number of the key contact from the company/organization that commissioned the EDGE assessment. ▪ Do you intend to certify?* – Select Yes, No, or Not Sure, to indicate the intent regarding certification of the Subproject. ▪ Share with Investor(s) or Bank(s)?* - Select Yes, or No, to indicate preference. If a bank is interested in financing projects in the country, IFC will share a summary of the project and developer contact information with the bank. The bank may contact the developer directly. ▪ Number of EDGE Subproject(s) Associated – The total number of files associated with the Project. EDGE calculates this automatically based on the associations established by the user; therefore, this field is not editable by the user. ▪ Total Project Floor Area – The total square meters of internal area of the Project, including any indoor parking. This is the sum of the GIA of all the associated Subprojects within the Project. EDGE calculates the GIA automatically based on the areas and the multipliers (explained under “Subproject Multiplier for the Project”) assigned to each Subproject by the user; therefore, this field is not editable by the user. See GIA description under the “Area and Loads Breakdown” section. ▪ Project Number – This information field displays the system-assigned number for the project. It is not editable. ▪ Upload project-level documents – This button links to the location to upload whole project-level documents, for example, a site plan of the project. ▪ Download project audit documents – Clicking on this button downloads the entire set of project documents that have been uploaded thus far. Documents for individual measures are placed in their respective folders in the downloaded set. This allows project team members to access all project documents from one central location. This link is also used by the EDGE Auditor for project documentation review. ▪ “Register” button – The Register button appears once a project has been saved. EDGE now enables a whole project to be registered as one entity and triggers a quotation to be sent. ▪ “Associated Subprojects” – This link appears once a project has been saved. The link expands to show all the Subprojects associated with that Project in addition to the Subproject currently open in the EDGE App. Subproject Details This section contains fields associated only with the portion of the Project being described in the current file. ▪ Subproject Name* – The name of the project, or portion of the project, being modeled. This name will appear on the EDGE certificate, for example, “ABC Residential Towers”. This is a required field. The © International Finance Corporation 2021. All rights reserved. EDGE User Guide 34 DESIGN PAGE GUIDANCE field remains editable until a Subproject has been sent for audit. To change the name after a Subproject has been sent for audit, please contact [email protected]. ▪ Building Name* – The name of the building being modeled. For example, it may be the house or apartment block name in Homes or the property name in a Hotel building. This is a required field. The field remains editable before the final EDGE certificate is issued. ▪ Subproject Multiplier for the Project* – The Multiplier represents the number of times an entire Subproject is repeated in the Project. For example, if a Project has 5 identical warehouse buildings on a project site, the project team can model only one warehouse, and use 5 as the Multiplier. The default value is 1. o Apartments: To indicate the number of similar units in a residential apartment building, use the field “No. of Apartments” under Building Data. Do not use the Multiplier option. o Homes: To indicate the number of similar homes in a residential development, use the field “No. of Homes” under Building Data. Do not use the Multiplier option. ▪ Certification Stage* – The stage of certification of the project. Enter “Preliminary” for projects in the design stage of new construction or renovation. Enter “Post-Construction” for projects that have completed construction and are ready for the final verification phase of certification for new construction or renovation. For existing buildings applying for certification, “Post-Construction” is the default from the very beginning of the certification process, regardless of the length of time elapsed since construction. For example, an existing project built one month ago, or ten years ago, would both indicate “Post-Construction”. This is a required field. ▪ Subproject Type – The stage in the lifecycle of the building. “New Building” is the default and indicates new construction. “Existing Building” must be selected for existing buildings and renovations. ▪ Year of Construction – This field only applies to Existing Buildings. Enter the year the project was completed, that is, the year the project received the occupancy permit. If the project was completed before the earliest year available in EDGE, select the earliest year available and add a note in the Project Narrative section. Subproject Address: This is the address that will appear on the EDGE certificate. The Subproject Address may or may not be the same as the Project Address. For example, if a Project has Subprojects in several locations around a city, each Subproject may have its own address. ▪ Address Line 1* – Primary street address of the subproject. This is a required field. ▪ Address Line 2 – Any additional details for the street address, such as the building number ▪ City* – The city where the subproject is located. This is a required field. ▪ State/Province – The state or province where the subproject is located ▪ Postal Code – The postal code where the subproject is located if applicable © International Finance Corporation 2021. All rights reserved. EDGE User Guide 35 DESIGN PAGE GUIDANCE ▪ Country* – The country where the subproject is located. This is a required field. ▪ Status – The status of the project lifecycle. For example, self-review, registered etc. ▪ Auditor – The name of the Auditor assigned to the project ▪ Certifier – The Certification Provider for the project ▪ File Number – The system-assigned number for the unique Subproject file in EDGE (not editable) Building Utility Data This section only applies to Existing building projects; this section is optional. If these values are not available, a project can still apply for EDGE certification. The intent of this section is to track the energy performance and water usage of the existing building that is applying for EDGE certification. The values can be taken from the most recent past year with typically expected levels of occupancy (e.g. 100% for an office, less than 100% for a hotel). ▪ Annual Measured Electricity Consumption – The recorded annual electricity usage of the subproject being modeled, expressed in kWh/year ▪ Annual Measured Water Consumption – The recorded annual water usage of the subproject being modeled, expressed in m3/year ▪ Annual Measured Natural Gas Consumption – The recorded annual natural gas usage of the subproject being modeled, expressed in m3/year ▪ Annual Measured Diesel Consumption – The recorded annual diesel usage of the subproject being modeled, expressed in kL/year ▪ Annual Measured LPG Consumption – The recorded annual usage of liquefied petroleum gas (LPG) of the subproject being modeled, expressed in kg/year The following metrics for building performance are automatically calculated by the App. ▪ Existing Building Energy Performance Index (kWh/m²/Year) ▪ Existing Building Water Usage Index(m³/Person/Day) ▪ Existing Building GHG Emissions (tCO₂/Year) Building Data, Area and Loads Breakdown Building Data fields capture the physical make-up of the buildings in terms of total area, number of floors and floor height. The list of fields depends on the building type. The following fields are common to all building types. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 36 DESIGN PAGE GUIDANCE TIP: EDGE now allows users to model several typologies for apartments within the same file. To enter multiple unit types in a file, click on the Options menu for ‘Multiple Typologies’. ▪ Built Up Area –The GIA of the Subproject being modeled, before it has been multiplied by the Subproject Multiplier. ▪ No. of Floors Above Grade - Total number of floors at and above the ground level. For buildings with a different number of floors in different areas, use the weighted average number of floors. For projects being modeled in sections with multiple EDGE models, the Floors field must only show the number of Floors that section represents. o For a mixed-use building, show the total number of floors including all uses. o For a mixed-use building using separate models, only show the number of floors being modeled in each type. ▪ No. of Floors Below Grade– Total number of floors below the ground level. The same logic applies as for Floors Above Ground (see immediately above) for a different number of floors in different areas. ▪ Floor-to-floor Height — Total floor-to-floor height, including the height of the slab. In the case of floors with false ceilings, this height is floor-to-ceiling. Use a weighted average for buildings with varying floor heights. ▪ Roof Area – This is the roof area of the Subproject. In a residential building, the input for this value is the total roof area for all the units being modeled. Other fields are unique to certain building types: ▪ Total No. of Homes – Number of units within the building that are covered by the assessment. This will be the total number of units per typology being represented by that model. In the case of identical buildings that can use the same model, use the multiplier to represent the total units in the Project. ▪ Average House Area (m²) – Average internal area of a residential unit including occupied spaces, utility, balcony, and service shaft attached to a unit. This does not include common areas or external walls, and partition walls between individual units. ▪ No. of Bedrooms – Number of bedrooms in a home or apartment. Operational Details EDGE provides default values, when applicable. A user can update the values to match the model more closely to the building conditions. The Homes model does not include this field. ▪ Occupancy (People/Unit) – Average number of people that would typically reside in each dwelling. If this is unknown, use number of bedrooms + 1. For example, for a 3-bedroom unit, use 3+1 = 4. Building Costs EDGE provides default values, when applicable. A user can update the values to estimate payback. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 37 DESIGN PAGE GUIDANCE ▪ Cost of Construction (per m2) ▪ Estimated Sale Value (per m2) Gross Internal Area The GIA field applies to every building type. This value represents the gross internal area of the subproject being modeled before it has been multiplied by the Subproject Multiplier. This value impacts savings calculations. GIA is defined in EDGE as per the International Property Measurement Standards, Type 2 (IPMS2) definition of the Royal Institution of Chartered Surveyors (RICS) in the UK4. ▪ The total area (m²) must be measured from the inside of the external walls. ▪ Distances to interior walls are measured on center. ▪ Interior elements such as columns and interior walls are not excluded from the area. ▪ Balconies are included in the GIA, but their area must also be stated separately. For example, if a studio apartment has 40 m2 interior conditioned space, with a 20 m2 open balcony, the GIA is 60 m2, with 20m2 balcony. o Also included are external horizontal structures at any floor level of a building that are protected with a railing or parapet at the open sides — including generally accessible balconies, colonnades (with balustrade), rooftop terraces, external galleries, and loggias. These should all be indicated as Balcony areas and will count towards the GIA. ▪ Internal parking (on the building floor plates) is included in the GIA, but its area must also be stated separately. ▪ Areas outside the building(s) envelope, such as landscaped areas (gardens, patios, etc.) or outdoor parking areas are not included. For example, if a penthouse has a green roof which is not accessible to the occupants, it counts as a roof and does not get counted in the GIA. Also excluded are structures such as patios and Level 0 terraces when not integral to the structural construction of the building. TIP: The GIA must match the value entered under Building Data, or the file will show an error. This serves to doublecheck the values entered. The GIA (m²) field is the sum of the space areas and must equal the Built-Up Area (m²) that the user entered in the Building Data section. Individual Space Types EDGE assigns to each space type in a model a default value (in m²) as a percentage of the gross internal area based on the type and subtype of building selected. If the actual area differs from the default, then it can be overwritten by providing a value in the “User Entry” field. 4 International Property Measurement Standards https://www.rics.org/uk/upholding-professional-standards/sector- standards/real-estate/international-property-measurement-standards/ © International Finance Corporation 2021. All rights reserved. EDGE User Guide 38 DESIGN PAGE GUIDANCE TIP: If a space type does not exist, enter a ‘0’ to overwrite its default area value; otherwise, the default area value will be modeled. Some space types are described below in Table 3. Table 3: Definitions of select space types under Area Details Space Type Description Guest Rooms/Apartment Area A default value (m2) is provided based on the property type. If the actual area differs from the default, then it can be entered here. Recreational Area Area of the guest amenities such as retail area, gymnasium, and indoor pool in Serviced Apartments. Front of House Area of lobby, restaurants, gymnasium and indoor pool etc. in Hotels and Resorts Back of House Incudes all back of house functions such as kitchen, storage, and mechanical and electrical room. Balcony Open-to-air spaces with lighting but no air-conditioning Staircase This space type includes any circulation spaces such as staircases, corridor, and lift area Enclosed Garage Interior parking areas Area with Exterior Lighting Exterior area that is artificially lit with electric lights External Carparking Area Exterior parking area that is open to outside air (unenclosed) Irrigated Area Landscaped area on the project site that needs irrigation to be maintained Exterior Swimming Pool Swimming pool located outside the building interior Anchor Store Area Area of the supermarket. For any other type of anchor store, use the (Supermarket) next field. Anchor Store Area (Other) Area of the anchor store for any anchor store type except a supermarket. Atrium An entrance hall or central court with a high ceiling. Many shopping mall layouts have an atrium to ventilate and provide natural light to the common areas and corridors of the mall. Bakery Sales and preparation area including ovens for baked goods. Supermarket This option appears in the “department store” model, the “small food retail” model, and the “non-food big box retail” model, and refers to a supermarket within a retail complex. When the entire retail building is a supermarket, the “supermarket” model should be selected instead. In shopping malls, the supermarket is an option as the anchor store. Changing Rooms Rooms adjacent to the gymnasium or swimming pool for changing clothes, often equipped with showers Workshops Area of the rooms used as workshops such as for carpentry or theater © International Finance Corporation 2021. All rights reserved. EDGE User Guide 39 DESIGN PAGE GUIDANCE Detailed Loads Input To enter detailed space conditions and loads for each space in a building, click on the Options menu and access ‘Detailed Loads Input’. This option, newly available in EDGE version 3, allows users to input unique internal conditions for each space type in a building. These inputs are not required; but they are available in case a project team wants to model unique conditions in a space. TIP: As with all EDGE values, if these details are not edited by a user, the system will assume the default values. So, it is best practice to review and verify them. Some of the options available are described below. ▪ Space Conditioning Type: No Conditioning Provided — This indicates that a space is not artificially heated or cooled. The EDGE App calculates the space conditioning requirements for the space as usual, but any associated energy required is shown as Virtual Energy in the Energy Chart. ▪ Space Conditioning Type: No Conditioning Required — This indicates a space that is not required to be maintained at comfort temperatures. This is rare, and only applies to certain types of spaces such as certain types of Dry Storage in Warehouses. The EDGE App does not calculate any associated energy use for space conditioning for these spaces. ▪ Default Heating and Cooling Set Point temperature — These values are visible for information only; the values are not editable in the EDGE App. ▪ Plug Loads (W/m2) — This value captures the electrical equipment present within a space. It is assumed that 100% of the heat from laptops and computers is added to the space. Schedules are assumed to be a product of occupied hours and usage factor. ▪ Process Loads (W/m2) — This value only applies to continuous processes such as may be seen in an Industrial building type for example. It is assumed that 5-10% of the heat from medical equipment and 20-30% of the heat from industrial machinery is added to the space. Schedules are assumed to be a product of occupied hours and usage factor. ▪ People Sensible Heat (W/person) — The sensible heat emitted by the people per hour in a space. ▪ People Latent Heat (W/person) — The latent heat emitted by the people per hour in a space. Building Dimensions The building dimensions inform the EDGE App about the shape and volume of the building being modeled. This impacts the heat transfer between the building and the outside air, and the energy used for space conditioning. ▪ Building Length (meters) — EDGE assigns an octagonal shape to a new building by default, with equal wall lengths in each of the eight main orientations. Using the closest orientations, a user must input the building lengths that reflect the actual building. Tip: Users must input zero for any orientations that do not represent the building, otherwise EDGE will model the building with the default inputs. ▪ Façade Area Exposed to Outside Air (%) – This percentage represents the portion of the enclosing wall that is exposed to outside air. By default, this value assumes 100% exposure. However, if a façade is not exposed because it is shared with an adjacent property or a similar reason, it can be updated with the appropriate percentage. If a facade is fully shared, this value should be 0%, for a shared wall in a townhome for example. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 40 DESIGN PAGE GUIDANCE Building HVAC System The information in this section is used to calculate the improved case performance for the project building. ▪ Select Input Type – Simplified Inputs or Detailed Inputs When ‘Simplified Inputs’ is selected, assumptions on the heating and cooling periods are automatically calculated by EDGE based on the climate of the location. With the ‘Detailed Inputs’ selection, users can specify the cooling and heating period by month. Simplified Inputs ▪ Does the building design include an AC system? – Select “Yes” if the building will be delivered with an air conditioning (AC) system, or “No” if air conditioning system will NOT be installed at the time of final EDGE certification. Air conditioning systems include roof-top units, through-the-wall unitary air conditioners, packaged air conditioning units and chillers. They do not include ceiling fans or natural ventilation. If “No” is selected but EDGE predicts that the building is likely to require cooling, then the cooling load will be reflected as virtual energy. Virtual energy is described in the Building Systems section of the Design Page Guidance. ▪ Does the building design include a space heating system? – Select “Yes” if the building will be delivered with a space heating system at the time of final EDGE certification, or “No” if a heating system will NOT be installed. Space heating in EDGE refers to building-wide heating systems such as underfloor, radiant, heat-exchangers, permanent gas heaters, etc. and includes appliance heaters using gas or electricity. Space heating does not include wood or fossil fuel burning fireplaces. If “No” is selected but EDGE predicts that the building is likely to require heating, then the heating load will be reflected as virtual energy. As mentioned previously, virtual energy is described in the Building Systems section of the Design Page Guidance. ▪ Does the building design include purchased chilled water and heating supply? — This input is used for District Heating and Cooling systems. ▪ Baseline — This indicates whether the EDGE model is using the EDGE baseline or an ASHRAE standard baseline (which applies to advanced economies). Detailed Inputs In this section, a user can specify the months of the year when cooling and heating is being provided. The options described in the Simplified Inputs section above still apply. Fuel Usage ▪ Hot Water – The actual fuel used in the project must be selected from the dropdown menu. If a hot water system is not part of the project, “None” must be selected. © International Finance Corporation 2021. All rights reserved. EDGE User Guide 41 DESIGN PAGE GUIDANCE ▪ Space Heating – The actual fuel used in the project must be selected from the dropdown menu. If no space heating is being provided, this selection must be “None.” ▪ Generator – The actual fuel used in the project must be selected from the dropdown menu. ▪ % of Electricity Generation Using Diesel – Thi