Module 1 - EDGE V3 Technical Online Workshop PDF

Dror Karni Module 1 - EDGE V3 Technical Online Workshop Module 1 of the EDGE Technical Online Workshop covers the following topics: Course Orientation EDGE Overview EDGE Certification Roles and Processes 1.1 C OUR S E OR IENTATION Course Orientation About GBCI 1...

Dror Karni Module 1 - EDGE V3 Technical Online Workshop Module 1 of the EDGE Technical Online Workshop covers the following topics: Course Orientation EDGE Overview EDGE Certification Roles and Processes 1.1 C OUR S E OR IENTATION Course Orientation About GBCI 1.2 EDGE OVER VIEW The Need for Green Buildings Defining Green Buildings  EDGE Program Applicability of EDGE 1.3 EDGE C ER TIFIC ATION R OLES AND PR OC ES S ES Certification Roles Certification Process Zero Carbon Certification DOWNLOAD PDF OF MODULE 1 C ONTENT DOWNLOAD PDF OF MODULE 1 CONTENT Lesson 1 of 10 Course Orientation Dror Karni Welcome to GBCI's EDGE Technical Online Workshop! We're glad you are here to learn more about EDGE and, for some, to earn your EDGE Expert credential!  How to Complete the Workshop Click the START button below and use the arrows to scroll through guidance for how to successfully complete this workshop.  1 Complete all modules in order You must complete all modules in sequential order. Don't forget to download the PDF at the end of each module!  2 Complete and upload the EDGE App Practical Exercise Don't worry, we'll provide you with detailed instructions later on.  3 Don't forget to complete the final quiz At the end of the workshop, you'll need to pass a final quiz with a score of 80% or higher. You may re-take the quiz as many times as you need.  4 Send questions to [email protected] Please submit any questions about the workshop to [email protected].  Good luck! CO N T IN U E This course has many embedded videos and will sound best if you use headphones. We strongly recommend that you use headphones for the best experience. Lesson 2 of 10 About GBCI Dror Karni Lesson 3 of 10 The Need for Green Buildings Dror Karni CO N T IN U E Finally, let’s look at embodied energy in materials. A building contributes to energy usage in two ways: operational energy and embodied energy. For a typical office building, around 10-15% of CLIMATE CHANGE IMPACTING PEOPLE  GLOBAL GROWING DEMAND The emerging middle class with rising income levels is growing by 90 million per year. 100% increase in population of developing countries by 2050  GLOBAL OUTLOOK FOR ENERGY AND WATER Energy Outlook for 2035 Global water consumption Energy consumption will grow by 37% growing at >2x rate of population 96% of growth in developing countries increase in the last century, with additional 50% growth in developing countries by 2025 Water Outlook for 2025 1.8 billion people will suffer absolute water scarcity 2/3 of the population will have water http://www.iea.org/ stress conditions  GLOBAL IMPACT OF BUILDING MATERIALS % MATERIALS USED IN BUILDINGS A LARGE PROPORTION OF Wood 38% MATERIALS GET USED IN BUILDINGS VERSUS OTHER USES Steel 21% Aggregate 65% Glass 65% Copper 35% Concrete 75% Bricks 70% Aluminum 25% The building construction industry 0% 20% 40% 60% 80% 100% consumes 40% of natural materials Used in Buildings Adapted from Europa.eu Other Uses entering the global economy. energy usage is from embodied energy. While operational energy savings are important, embodied energy also plays a critical role. The indicator used to measure materials efficiency is embodied energy, which is the primary energy demand for its production. Impact of a typical office building over 25 years in India (Source: IFC's EDGE) To be green, a building must use materials with low embodied energy. The first step is to analyze the technical specifications of the material. You can choose to reduce the quantity of materials (e.g. reduce the thickness of the slab)or to find alternative materials with lower embodied energy. CO N T IN U E Built Environment Impacts What percentage of the world's total energy do you think is consumed by the buildings and construction sector? less than 10% 22% more than 34% SUBMIT  CO N T IN U E Global share of buildings and construction final energy demand, 2021 (Source: Global Alliance for Buildings & Construction) Over 34% of the world’s energy consumption happens in buildings. Buildings themselves don’t consume energy, but energy is consumed when we use these buildings to support housing, business, and other functions. CO N T IN U E What percentage of the world's total CO2 emissions do you think the buildings and construction sector is responsible for? 12% 16% 24% 37%  SUBMIT CO N T IN U E Global share of buildings and construction operational and process CO2 emissions, 2021 In 2021, the buildings and construction sector accounted for around 37% of energy and process- related CO2 emissions globally.  The buildings sector’s operational energy-related CO2 emissions reached an all-time high of around 10 GtCO2 , an increase that exceeds the 2020 level by around 5% and the pre- pandemic peak of 2019 by 2%. Operational energy demand in buildings reached an all-time high of 135 EJ, which is an increase of around 4% from the 2020 period and has exceeded the previous peak in 2019 by over 3%. Source: Global Alliance for Buildings & Construction CO N T IN U E Green Building Market Drivers  What is driving the green building market? Click the START button and scroll through to read about the combination of factors driving the green buildings market.  Factor 1 National and regional policies to address climate change Governments recognize the importance of the building sector in helping to address climate change as it contributes to a significant proportion of their greenhouse gas emissions. They are increasingly creating policies which mandate minimum standards for energy performance. Jakarta’s recently issued green building code is one such example. In addition, IFC had supported governments on green building codes and/or incentives in Colombia, Costa Rica, Indonesia, Panama, Peru, the Philippines, and Vietnam.  Factor 2 Rising energy costs The cost of utilities – particularly in developing countries – is a major concern to building owners and asset managers. Utilities can absorb 20% of a family's income. The progress towards more energy and water-efficient buildings is a practical necessity in terms of commercial efficiency and improved living standards.  Factor 3 The rise of voluntary green building certification Voluntary green building standards have appeared in many countries. In developing countries, most standards are focused on the top end of the market. IFC launched its own global green building standard, EDGE (Excellence in Design for Greater Efficiencies) to fill a gap in current offerings which rarely answer the needs of the mass market in developing countries (e.g. mid-market offices, shops and hotels, mid and low-end housing, hospitals, and schools).  Factor 4 Subsidies for energy efficiency and micro renewable energy Incentives for utilities to improve energy efficiency and encourage their customers to do the same are being provided by some governments [e.g., UK and USA]. In some countries such as India, there are grants and loans available through local banks to improve energy efficiency and integrate renewable energy systems. China has large subsidies in place to increase the uptake of energy-efficient light bulbs and solar collectors. Other policy options being looked at include soft loans, tax credits, accelerated depreciation, tax reductions on energy-saving equipment, and benchmarking programs that measure and reward progress toward achieving efficiency targets. These policy options can also encourage the adoption of technologies such as smart metering that help building users better manage their energy use.  Factor 5 Ethical Investment, Environmental Reporting and Green Bonds As the population becomes more aware of issues such as global warming and ozone depletion, the demand for companies to adopt a responsible position on ethical and environmental issues increases, as does the need for them to be more transparent about their activities. Growth in ethical investment funds and the wider uptake of environmental management systems such as ISO14001 are placing greater pressure on organizations to report on their environmental performance and to show continuous improvement year after year. For many office-based organizations their largest environmental impacts are the energy, water and other resources consumed by their buildings. In order to show progress, they need to improve the services in the buildings they occupy and commission. Institutional investor interest in green bonds has surged worldwide since IFC’s first issuance in 2010. The green bond market is now estimated to have reached $600 billion. While renewable energy has taken the lion’s share of proceeds, green buildings' share is growing fast. IFC is also now assisting financial intermediary clients with their own green bond issuances. For example, EDGE green building certification as a verification instrument in emerging markets where existing certification systems may be too complex or costly for the local mass market. EDGE certification has been accepted as a qualifying criterion for green bond funding by the two organizations who are leading on green bonds definitions (GRESB and the Climate Bond Initiative).  Source: Energy Efficiency Policies around the World: Review and Evaluation, World Energy Council, 2008 CO N T IN U E Certified Green Building Benefits The benefits of green buildings are not only environmental: a deployment of energy-efficient technologies, already commercially available, could result in energy savings equivalent to the consumption of Russia and India combined. This equates to $70-$150 billion in savings from not having to build new power plants. Some studies exist for the developed world, providing insight into the financial benefits to developers, occupiers and funders of green buildings- studies in the US and Europe show: Developers can command higher sales prices for green-certified homes, ranging from 4 to 9% higher  Green homes sell as much as 4 times faster Occupants save 15-20% on lower utility bills for green homes Re-sale value is 4-10% higher Banks enjoy up to 33% lower default rates from buyers of green homes The key to achieving such benefits is to have a clear definition of a green building that: 1. Allows building designers to identify and select the lowest cost options to reach an agreed- upon standard 2. Focuses on verified energy, water and materials savings for the end-user 3. Provides information and incentives to each stakeholder in the building process CO N T IN U E Market barriers Despite these benefits, green building design and rating is not commonly found in developing countries. Consumers and developers are unaware of the financial benefits of resource-efficient buildings. In addition, financing is not readily available, or well-designed, to support green development. This is happening despite the fact that green building options are generally highly cost-effective. Who says it? Match the stakeholders on the left with the statement they are most likely to make.  SUBMIT Without solutions to address all these challenges, we find that this cycle of denial results in a business-as-usual approach to building design and construction. CO N T IN U E VALUE CREATION MUST OCCUR AMONG ALL MARKET PLAYERS Quantifying Non-payment risk Additional financing? Validation Capital Cost BUILDERS BUYERS Capital costs Who pays? Uncertain savings Who benefits? Lesson 4 of 10 Defining Green Buildings Dror Karni What is a Green Building? There is no standard definition of a green building. However, at a fundamental level we can say that: 1. A green building incorporates design techniques, technologies and materials that reduce dependence on fossil fuels and negative environmental impact. 2. The greatest benefit of green buildings is reduced energy consumption, which potentially reduces dependence on fossil fuels and global greenhouse gas (GHG) levels. Take a look at the buildings below... Which do you think are green buildings and which do you think are standard buildings? Sort the buildings into either Green or Standard. GREEN Building Building A Building B Building C Building D Building E Building F Building G Building H Building I STANDARD Building  CO N T IN U E All of them are green buildings! The point is, you can't always tell by looking at a building. The "green-ness" of a building is not usually in what you see, but in how it’s built and how it works. Some buildings might be more energy-efficient and some more water-efficient. A green building could, and should, be designed differently in a different location depending on the climate. CO N T IN U E A Certified Green Building has Greater Efficiency Green building certification typically focuses on multiple categories of sustainable buildings. For example, sustainable sites, water efficiency, energy efficiency, waste management, indoor air quality, sustainable transportation, etc. However, EDGE focuses on resource efficiency and carbon emission reduction The World Bank definition of a green building is a building that uses less resources – “A certified building that uses 20% less energy, water and embodied energy in materials compared to an equivalent local benchmark.” IFC and EDGE uses this same definition. IFC is a Member of the World Bank Group  CO N T IN U E IFC’s Green Buildings Program How does IFC catalyze the market? IFC follows a four-pronged strategy through its Green Building Market Transformation Program. Click on each numbered icon to learn about each component of the strategy.       Supporting financial products in the market   The EDGE voluntary certification program – which is the focus of this workshop   Helping with government regulations by introducing green building codes   Investments in green buildings and technologies Lesson 5 of 10 EDGE Program Dror Karni IFC created EDGE to mainstream resource-efficient buildings in emerging markets. A metrics- driven, scalable, voluntary standard was needed to align the interests of mass-market players, prove the case for building green, and reward innovative design. Recognizing that this approach was missing, IFC created EDGE. IFC aims to achieve an EDGE certification penetration of 20% in target markets with the support of local and global certifiers and building professionals around the world. CO N T IN U E EDGE Program Progress Data presented is as of December 2022, with over 83 countries that have a total of nearly 7,000 projects certified, resulting in 994,000+ tons of Carbon Dioxide saved per year.  Cumulative gross floor area certified by country. Data as of December 2022 CO N T IN U E What does EDGE Measure? Click each "+" to learn more.       EDGE focuses on the resource use in buildings – that is, energy, water, and materials.   EDGE uses delivered energy as the metric. For the largest resource use in buildings – the energy consumed in buildings – EDGE measures and uses as the base, the final energy delivered to a building– not the primary energy.   EDGE measures direct emissions on site and emissions at the generation source. EDGE measures direct emissions which are also known as Scope 2 emissions.   EDGE calculates return on investment on the green elements. CO N T IN U E What Exactly is EDGE? 1 2 3 EDGE SOFTWARE 1 Free at edgebuildings.com Simple way to save on utility bills and cut carbon footprint No need for deep energy modeling skills Captures capital costs and projected operational savings edgebuildings.com A BUILDING DESIGN SOLUTION Localized for utility costs, climate, etc. Design-specific results using building physics calculations Design guidance on multiple technical measures Investment planning for building owners edgebuildings.com EDGE Software Demonstration  EDGE STANDARD 2 EMBODIED ENERGY ENERGY USE WATER USE IN MATERIALS A building that uses 20% less energy, water and embodied energy in materials compared to an equivalent local benchmark. EDGE ADVANCED EMBODIED ENERGY ENERGY USE WATER USE IN MATERIALS A building that uses 40% less energy and at least 20% less water and embodied energy in materials compared to an equivalent local benchmark. EDGE CERTIFICATION SYSTEM 3 3 EASY STEPS TO CERTIFICATION EDGE RECOGNIZES ELEVATED PERFORMANCE EDGE ADVANCED AND ZERO CARBON  CO N T IN U E Why EDGE? EDGE helps jumpstart a mass market transformation to green buildings in a fast, simple, and affordable way. You can take the project from improving building resources efficiency, then registration to certification, all within the EDGE platform. The EDGE App provides the administrative platform to create a user profile and manage projects, a location-specific energy modeling tool, a financial calculator, user guidance and a solution for auditors and certifiers – all in one place. All parties involved in the project – users, auditors, and certifiers – use the same App to take the project from registration to certification.  CO N T IN U E GBCI Fees and Other Important Information Please visit edge.gbci.org/certification for: Registration and certification fees Registration process GBCI's EDGE Auditor list Review timelines Click to enlarge Lesson 6 of 10 Applicability of EDGE Dror Karni Countries IFC's mission is to work with the private sector in developing countries to create markets that open up opportunities for all. Therefore, EDGE was initially created for emerging markets. With the introduction of EDGE V3, IFC added additional countries to the EDGE APP in order to enable organizations that wished to utiltize EDGE for their global portfolios. GBCI administers EDGE certification in most countries around the world. CO N T IN U E Defining a Building For EDGE, 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 200 m².  Building Four of the King Hussein Business Park in Amman, Jordan. The office was awarded Final EDGE Advanced Certification by GBCI in February 2019. Village la Fontaine in Santo, Haiti. The housing development was awarded Final EDGE Advanced Certification by GBCI in March 2019. 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.  Oficinas HDI in the city of León, Guanajuato, Mexico. The offices were awarded Final EDGE Certification by GBCI in February 2022.  If you aren't sure if your building qualifies for EDGE, please contact IFC as there may be a work-around solution. In some cases, IFC has approved buildings smaller than 200 m2 to participate in the EDGE program. CO N T IN U E Building Types EDGE applies to multiple building usage types. Scroll through to see all the building types that may utilize EDGE. Homes - single houses and townhomes. Photo: Safiya Homes Lahore is an eco-friendly and government- approved affordable housing project, developed and managed by Ansaar Management Company, on the outskirts of the historic city of Lahore, Pakistan. The homes were awarded Final EDGE Certification by GBCI in February 2022. Apartments - residential units with shared walls. Photo: Edificio ESSEN - Cumbayá in Maquiavelo Quito, Ecuador. The apartment building was awarded Final EDGE Advanced Certification from GBCI in September 2022. Hotels - hotels assume shorter stays and business use. Photo: Bellet in Santiago, Chile. The hotel was awarded Final EDGE Certification by GBCI in october 2021. Resorts - resorts assume longer stays and vacationer use. Photo: Secrets Bahia Mita Surf & Spa Resort in Punta de Mita, Mexico. The resort was awarded Final EDGE Certification by GBCI in October 2022. Serviced Apartments - serviced apartments are residential-style furnished apartments with included services such as maintenance, regular cleaning, and laundry for the residents. Photo: Executive Residency by Best Western Nairobi in Nairobi, Kenya offers an upscale place to call home when traveling for business or to visit family and friends. The 48 serviced apartments include a fully equipped kitchen, dining room, living space, high-speed internet, and daily housekeeping services. The serviced apartments were awarded Final EDGE Certification by GBCI in November 2019. Retail - department stores, shopping malls, supermarkets, small food retail and non-food big box retail. Photo: Real Plaza Puruchuco in Lima, Peru is the newest and largest shopping mall of the Real Plaza chain. The shopping mall was designed to serve as an example of resource efficiency in the retail sector, utilizing technologies that reduce energy and water usage. The shopping mall was awarded Final EDGE Certification by GBCI in November 2020. Industrial - light industry (such as garment manufacturing) and warehouses (such as a storage facility). Photo: Tibar Bay Port in Nain Feto Dili, Timor Leste. The seaport was awarded a Preliminary EDGE Advanced Certificate by GBCI in May 2022. Offices Photo: Standard Chartered Bank, Ghana in Accra, Ghana. The office building was awarded Final EDGE Certification by GBCI in December 2022. Healthcare - nursing homes, private hospitals, public hospitals, multi-specialty hospitals, clinics, diagnostic centers, teaching hospitals, eye hospitals, and dental hospitals. Photo: Rainbow Children’s Hospital in Bengaluru, India offers a bright and comfortable environment not only for patients seeking care, but also for the doctors and nurses who work to save lives. The 200-bed hospital maximizes natural lighting and ventilation and incorporates many green features to conserve natural resources. The hospital was awarded Final EDGE Certification by GBCI in April 2018. Educational - pre-schools, schools, universities, sports facilities and other educational facilities. Pre-school refers to informal play schools. School refers to formal schools from elementary to senior years. University refers to higher education institutions following the school years, such as colleges and university campuses. Sports facilities include stadiums and stand-alone gymnasiums. Other educational facilities may include training centers or places of worship. Photo: Escuela Infantil Puerto Madero in Buenos Aires, Argentina. As the first public preschool for children in the Puerto Madero neighborhood, Escuela Infantil Puerto Madero provides children with a playful, green space to learn. In addition to standard subjects, students in the pre-school are also taught about the need to protect and care for the environment. The pre-school was awarded Final EDGE Advanced Certification by GBCI in December 2019. Self-Defined The Self-Defined building type in EDGE V3 provides a flexible solution when the other building types may not quite work for your project. Photo: Complejo Industrial Genomma Lab in Toluca, Mexico. The building was awarded Final EDGE Certification by GBCI in July 2022. CO N T IN U E   IFC continues to add building types over time. You can view the most current list in the EDGE App. Please contact IFC ([email protected]) if you don't see your building type as there may be a work-around solution. CO N T IN U E Project Types EDGE can be applied to many different types of projects. Click to expand each project type to learn how to apply EDGE. Existing Buildings & Retrofits – The same standards apply to existing buildings as for new construction. As is the case with the certification of new buildings with EDGE, the assessment of existing buildings and major renovations attests to the building’s features, not its performance. EDGE serves as an asset rating instrument that defines whether the building has met the EDGE Standard (at least 20% predicted savings in energy use, water use, and embodied energy in materials compared to a base case building). Additionally, note that the EDGE Standard remains the same for all buildings, regardless of the stage of their life cycle, and the same base case conditions apply. The only difference is that materials in buildings that are more than five years old will be considered as embodied-energy neutral, to be indicated as “re-use of existing materials” within the EDGE App. 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. Note that existing buildings skip their design audit (Preliminary Certification). Core and Shell – The guidance for Core and Shell applies only to commercial 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 the 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 Buildings – 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. Social Housing – Social housing projects are at times provided without finished floors or bathroom 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 data center 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. 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]. Residential with limited measures installed at time of sale – Some homes and apartments may be sold with not all of the anticipated efficiency measures installed at the time of sale. Only 4 specific measures may be claimed if it’s planned that a new owner will install them after taking ownership of the property: 1. EEM22 - Efficient Lighting for Internal Areas 2. EEM23 - Efficient Lighting for External Areas 3. EEM24 - Lighting Controls 4. MEM03 - Floor Finish The developer must have a means of enforcing that the future owner will meet the EDGE measure requirements. For example, a developer could document that a home warranty requires the implementation of specific measures, such as the installation of energy-saving lighting. If a project wishes to claim savings for any other efficiency measures (such as water heating, water fixtures, etc.) the required equipment must be installed by the developer. Lesson 7 of 10 Certification Roles Dror Karni Key Elements of EDGE Certification EDGE APP as a certification platform EDGE User Guide Project Documentation EDGE Expert EDGE Auditor  EDGE Certifier EDGE Certification Infrastructure Click on the "+" icons below to learn more about each component of the EDGE certification infrastructure.          IFC's EDGE Team IFC's EDGE Team supports the program at global and regional levels. IFC administers the EDGE App and edgebuildings.com. IFC is also responsible for the EDGE Experts program and interfacing with Prometric, the EDGE Exam provider.   EDGE Certifiers EDGE Certifiers provide certification. For example, as a global Certifier, GBCI administers EDGE certification in most countries around the world.   EDGE Auditors EDGE Auditors provide audit services.   EDGE Experts EDGE Experts are part of the project team. EDGE Experts are advisors to developers and sometimes banks. They provide advice on green design and assist with the preparation of an application for EDGE certification.   Prometric Prometric is the global exam provider for EDGE.   Clients The client interacts with the EDGE Certifiers, Auditors & Experts.   EDGE Faculty EDGE Faculty are individuals licensed by IFC to provide EDGE Expert training. CO N T IN U E CERTIFICATION ROLES The EDGE application is: Prepared by the Project Team (EDGE Client, EDGE Expert, Design & Construction Teams) Verified by the EDGE Auditor Certified by the EDGE Certifier Design Team EDGE CLIENT EDGE EDGE AUDITOR CERTIFIER EDGE EDGE EXPERT Reviewers Construction Team PROJECT TEAM ROLES AND RESPONSIBILITIES EDGE Client ▪ Create project in EDGE App ▪ Perform self-assessment EDGE Expert ▪ Submit supporting documents Design and ▪ Assist client with self-assessment Construction ▪ Prepare supporting documents Teams ▪ Review and approve supporting documents EDGE Auditor ▪ Provide comments to client as needed ▪ Recommend certification ▪ Review audit process EDGE Certifier ▪ Issue certificates ▪ Train Auditors CERTIFICATION FEES EDGE typically has registration, certification, and Auditor fees that may vary depending on your country and Certifier. GBCI fees may be found at https://edge.gbci.org/certification. EDGE Certifier collects: Registration Fee – due prior to registration confirmation Certification Fee – due before Certifier review of project starts EDGE Auditor collects: Auditor services fee – may be negotiated with Auditor   Please visit edge.gbci.org/certification to learn more about GBCI's pricing, certification guide, review timelines, and find the GBCI EDGE Auditor list. CO N T IN U E What's true about EDGE Auditors? Sort the statements below based on whether they are true or false.  TRUE EDGE Auditors are independent of the Project Team. FALSE EDGE Auditors may provide EDGE Auditors verify Zero training or consulting services Carbon projects. to the project. Lesson 8 of 10 Certification Process Dror Karni CO N T IN U E  BUILDING PROJECT CYCLE Certification provides an initial Preliminary Certificate at design stage and a final EDGE Certificate after completion. A project with predicted 40% Energy savings or more is recognized as “EDGE Advanced” on its certificates. A Zero Carbon (ZC) Certificate for building operations is also available. Preliminary Final EDGE Zero Carbon Certificate Certificate Certificate Registration Design Construction Operation EDGE Use of EDGE App for Use of EDGE App for Reporting energy use App design changes construction changes and production/offset CERTIFICATION PROCESS The Preliminary Certificate and EDGE Certification are issued as follows: EDGE Certifier Design Auditor review/ review and assessment/ submission certificate documentation issuance Preliminary Certificate Auditor post- EDGE Certifier Construction construction review and assessment/ site audit/ certificate documentation submission issuance Final EDGE Certification EDGE CERTIFICATES SHOW SAVINGS AND MEASURES  EDGE ADVANCED CERTIFICATES 40% OR HIGHER ENERGY SAVINGS No additional steps or fees Important certification considerations EDGE Preliminary Certificates expire and are no longer valid 12 months after the project is practically complete or 36 months after issuance, whichever comes first. Exceptions may be granted on a case-by-case basis. The site audit must take place within 12 months of the project’s practical completion. This means that a project consisting of multiple buildings constructed over several years will need multiple site audits (at least one for each 12-month period). CO N T IN U E Let's double-check that you understand these important concepts with some practical examples! An office building received its Preliminary Certification 39 months ago, however, it is still under construction. Is the Preliminary Certificate still valid? Yes, the Preliminary Certificate is still valid. No, the Preliminary Certificate is not valid. SUBMIT  CO N T IN U E True or False: The site audit must take place within 12 months of a project’s practical completion. True  False SUBMIT CO N T IN U E Let's go over the six steps in the EDGE Certification in more detail. Remember that projects that are already constructed may skip their Design Audit and Preliminary Certificate.  CO N T IN U E 1 Project Creation The following tasks are completed by the Client, Project Team, and/or EDGE Expert. We will refer to this role as "Client" for short. S HAR E PR O J E C T S WI T H B UI L D T E AM AND AS S I G N C R E AT E M O DE L I N E DG E APP O T HE R S R OL ES Select appropriate building type Enter Design details Select Energy, Water and Materials measures Save Project  S HAR E PR O J E C T S WI T H B UI L D T E AM AND AS S I G N C R E AT E M O DE L I N E DG E APP O T HE R S R OL ES Decide who else will be working on the project May include EDGE Experts, architects, engineers Select “Share Subproject” from File menu to share access  S HAR E PR O J E C T S WI T H B UI L D T E AM AND AS S I G N C R E AT E M O DE L I N E DG E APP O T HE R S R OL ES Enter email IDs of team members and assign roles The following roles are available: Project Admin Project Owner Editor Viewer Click to enlarge User permissions in the EDGE App Click on the graphic on the left to see the various Project Team roles available in the EDGE App. The login used to create a project is assigned the Project Creator role. The Project Creator can share the project with up to 20 people and assign different access/editing rights to them. Please contact [email protected] to reassign the Project Creator role to a different person, if required. CO N T IN U E The Design Tab is the most important in the EDGE App as all parameters informed here will determine the energy, water and materials savings calculations. Please note that the requested information varies depending on the EDGE building type (office, homes, etc). Make sure project-specific information is reported and no field is left blank.  Click to enlarge CO N T IN U E Click on the "+" icons below to see important steps the Client takes within the EDGE App.       Make sure measures with an asterisk (*) are selected   The certification process can be managed through the Dashboard   Save the project CO N T IN U E 2 Project Registration The Client, Project Team, and/or EDGE Expert will begin the registration process within the EDGE App. Watch the video below to see how.  CO N T IN U E Summary of steps to apply for registration via the EDGE App Registration should be done directly through the EDGE App. The “Apply for Registration” button is disabled if the project is not saved OR if the project is already registered. Select the preferred Certifier for the project (Option available if there is more than one certifier available). If the Client has a preferred Auditor, the name should be entered during registration. Only Auditors mapped to the selected Certifier are eligible. Complete all necessary registration documentation. The project can be submitted for registration once all checkboxes turn green. Click to enlarge Click to enlarge As mentioned in the video, once you complete the registration form in the EDGE App, an email is automatically sent to GBCI (or your selected Certifier, if not GBCI). CO N T IN U E In general, the selected Certifier will follow up to collect fee payments and accept the registration in the EDGE App. The Certifier will also assign an Auditor and Reviewer to the project within the EDGE App. If you select GBCI as your Certifier, GBCI will follow up via email with your certification pricing and will request: a signed Certification Agreement confirmation of your billing details for the registration and certification fee invoices By choosing to work with GBCI, you are able to select and contract with a local GBCI EDGE Auditor of your choice. The fees for EDGE Auditor services are negotiated with your chosen Auditor and are paid directly to that Auditor by you. This keeps Auditor fees very reasonable by minimizing travel costs and enabling you to pay in your local currency. Note that your EDGE Auditor can be based anywhere as they will need to only be at the project location for the site audit. The EDGE Certifier accepts the registration within the EDGE App once the administrative steps listed above are complete and the registration fee is paid. The EDGE App will then send an email from the Certifier to the Client accepting the registration request. CO N T IN U E Your selected Auditor must confirm they do not have any conflicts of interest before the Certifier will assign them to the project within the EDGE App. Once assigned by the Certifier, the EDGE Auditor must "Accept" their role within the EDGE App in order for the project to be able to move forward to audit.  CO N T IN U E 3 Design Audit The following tasks are completed by the Client, Project Team, and/or EDGE Expert. Remember that projects that are already constructed may skip their Design Audit and Preliminary Certificate. The Client must ensure that the project meets the EDGE Standard (at least 20% Energy, Water & Material savings) before submitting the project for audit. The Client also uploads relevant documents and provides a project narrative.  Click to enlarge The client will also upload documents for all selected measures, including mandatory measures that are marked with an asterisk (*).  Measure Level Documentation Click the START button below and use the arrows to scroll through the steps a Client takes to upload documentation for each selected measure.  Step 1 For each selected measure, click the three vertical dots to see the pop up menu.  Step 2 Select "Upload Document(s)" from the pop up menu  Step 3 Click on the green "UPLOAD DOCUMENT(S)" buttons to add the required documentation. A client should verify with their Auditor if they believe that a measure does not apply to the project. Note that a check mark (tick) will still be required for a mandatory measure. However, base case values must be entered and savings must not be claimed. Once all measure level documentation is provided and the measure checkmarks turn green, the project may be sent to the Auditor for the Design Audit. CO N T IN U E Request an SRR form from your Certifier. Send completed SRRs to your Certifier or to IFC ([email protected]). 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. All projects claiming "Other Energy Savings Measures" (EEM34) must submit an SRR. CO N T IN U E  Click to enlarge The Auditor will receive an automated email notification that a project has been submitted for audit. At various stages in the certification workflow process, reminder emails are sent out to remind users if they are inactive for a defined period of time. For example, if a project stays in Audit for 30 days, the Auditor will receive a reminder email. The Auditor completes the Design Audit by: reviewing the project-level documents and verifying all information on the Design tab reviewing each selected measure and documentation submitted describing their observations  updating the status of each reviewed measure to "approve" or "reject" If the documentation does not match the user entry or if additional information is required to verify compliance, the measure is rejected and sent back to the Client. Approved measures remain locked for the Client, so no changes can be made. The Client can modify the rejected measures, submit updated documentation, and add new measures if needed, and resubmit for audit. Once the Auditor is satisfied with the client's responses, the subproject may be approved by the Auditor within the EDGE App. This sends the project to the Certifier for a Reviewer to perform quality assurance on the Auditor's work. CO N T IN U E 4 Preliminary Certification The Reviewer (part of the Certifier) completes the quality assurance of the Auditor's work: reviewing the project-level documents and verifying all information on the Design tab reviewing each selected measure and documentation submitted selecting between options: approve / reject / no action options for each measure describing their observations The Reviewer may reject the subproject if they find issues with the Auditor's review. The Auditor may make modifications and also ask the Client to make modifications. Once satisified, the Auditor may re-send the subproject to the Reviewier. Once the Reviewer is satisfied with the updated responses, the subproject may be approved by the Reviewer within the EDGE App. This sends the project to the Certifier for Preliminary Certification. CO N T IN U E The Certifier will review the Reviewer's comments and selections. If needed, they can also reject a measure and send the subproject back directly to the Auditor. If project compliance is satisfactory, the Certifier will generate a Preliminary Certificate. Click to enlarge GBCI emails our EDGE Clients a formal award letter upon achieving a Preliminary or Final Certification. Next steps to promote and market this achievement are also included. Note that the Client can access any of their projects at any time, but projects cannot be edited during reviews. Clients may view the project history and download Preliminary Certificates at any time after approval. CO N T IN U E 5 Post-Construction Audit (Site Audit) The Site Audit process is similar to the Design Audit, except for the on-site visit by the Auditor, and documentation of installed measures (e.g. photos and receipts). If the Client chooses a different Auditor for the Post-Construction Audit, they need to request that the Certifier update this role in the EDGE App. The following tasks are completed by the Client, Project Team, and/or EDGE Expert. The Client updates the Certification Stage to "Post-Construction". Click on the "i" icon below to learn more about this important step.    Upon completion of project construction, the Client must change the Certification stage to “Post- Construction”. This will unlock the project to start the final Certification process. The Client updates all documentation to “As built” conditions: Uploads all final “as-built” project-level and measure-level documentation, including required site photos and invoices.  Submits the project for Post-Construction Audit. Once submitted, the project becomes locked (“Read only”) for the Client. CO N T IN U E The Auditor completes a site visit and uploads site photos, measurements, and other documentation from their visit. The Auditor also makes sure all checkmarks turn green in the EDGE App before approving the audit. Site Audit Sampling Requirements 100% of unique homes, hotel/hospital rooms, retail, office or other space types must be audited during a site visit. Where a project incorporates repetitive units of similar design, the Auditor is only required to inspect a sample according to the table below. Building Type Repeated Designs Homes, Apartments (Square root of # of units) +1, for each type  Hotels, Resorts, Serviced (Square root of # of rooms) +1, for each type Apartments Healthcare (Square root of # of rooms) +1, for each type Retail, Industry, Office, or Education 40% of similar areas for a project Each use type to follow the respective rules Mixed Use from above (Square root of # of buildings) +1, for each Multiple buildings of the same type type For homes which are identical in design, only a sample determined by the formula (square root of # of homes) +1 would need to be sampled. The same formula is applicable for hotels with identical guest rooms and for hospitals with identical patient rooms. For retail, industry, office, and education spaces, 40% of identical areas need to be sampled for audit. Multiple identical buildings of the same type may be sampled with the formula (Square root of # of buildings) +1 for each type. CO N T IN U E This will definitely be covered on the EDGE Exam, so let's make sure you understand these important concepts with some practical examples! 100 identical homes are ready for their site audit. How many homes need to be sampled by the EDGE Auditor? Type your answer here SUBMIT CO N T IN U E 14 unique homes are ready for their site audit. How many homes need to be sampled by the EDGE Auditor? Type your answer here SUBMIT CO N T IN U E A ten story, 10,000 m2 office building has just finished construction and is pursuing EDGE certification. Each floor is 1,000 m2. 8 of the floors have an identical design and 2 of the floors have unique designs. How much of the office space must be audited by the EDGE Auditor? 10,000 m2 3,200 m2 of the identical space and 2,000 m2 of the unique space  40,000 m2 101 m2 SUBMIT CO N T IN U E 6 Final Certification Similar to the design audit, the Reviewer completes the quality assurance by reviewing the Auditor's work: reviewing each selected measure and documentation submitted describing their observations wherever necessary  updating the status of each reviewed measure to "approve" or "reject" The Reviewer may reject the subproject if they find issues with the Auditor's review. The Auditor may make modifications and also ask the Client to make modifications. Once satisified, the Auditor may re-send the subproject to the Reviewier. Once the Reviewer is satisfied with the updated responses, the subproject may be approved by the Reviewer within the EDGE App. This sends the project to the Certifier for Final Certification. The Certifier will review the Reviewer's comments and selections. If needed, they can also reject a measure and send the subproject back directly to the Auditor. If project compliance is satisfactory, the Certifier will generate a Final Certificate. The Certifier can modify data such as the Client’s name or project name or de-list certain measures and regenerate the final EDGE certificates. Project results cannot be modified. Click on the "+" icons below to see important steps the Certifier must take within the EDGE App.       The Certifier approves if the overall project compliance is satisfactory. Clicking the “Generate and Save Certificates” button will make the certificates visible to the Client, Auditor and Reviewer from the Dashboard.   Reject, if further information is needed from the Client/Auditor.   Download Certificate Photo: Real Plaza Puruchuco in Lima, Peru is the newest and largest shopping mall of the Real Plaza chain. The shopping mall was awarded Final EDGE Certification by GBCI in November 2020. Lesson 9 of 10 Zero Carbon Certification Dror Karni EDGE supports the ambitions of Architecture 2030 and the World Green Building Council (WGBC) for new buildings to be zero carbon by 2030 and all buildings to be zero carbon by 2050. The “Advancing Net Zero” initiative of the WGBC aligns with the Paris Agreement to keep rising temperatures well below 2 degrees Celsius. All EDGE-certified projects protect natural resources and save on operational expenses. For builders with even higher aspirations, EDGE Zero Carbon is an opportunity for even more acclaim. Recognition is reflected on project studies, certificates, award submissions and more. Learn more about how EDGE Zero Carbon certification works by clicking each number in the graphic below.        Already have earned EDGE Advanced Final Certification To qualify for EDGE Zero Carbon certification, the project must already have earned EDGE Advanced Final Certification (meaning it was certified once construction was complete with at least 40% predicted energy savings in addition to at least 20% predicted savings in water and embodied energy in materials). Note that if a building design is modified from the original EDGE Advanced Certification, the building must be recertified as EDGE Advanced again.   75% Occupancy for at least one year The building must have 75% occupancy for at least one year.   Documentation of annual zero carbon emissions The project must use 100% renewables on-site or off-site for energy, or have purchased carbon offsets to reach 100%. All energy usage must be accounted for, including secondary fuels such as diesel and Liquefied petroleum gas (LPG). The following carbon offset providers have been authorized by EDGE: ClimateSEED, Community Climate Biodiversity Standard (CCBA), Gold Standard, ISO 14064-2, UNFCCC Clean Development Mechanism (CDM), and Verified Carbon Standard (VCS).   Certifier reviews documentation and issues Zero Carbon certificate The Certifier reviews documentation and issues the Zero Carbon Certificate. There is no Auditor for EDGE Zero Carbon.   EDGE Zero Carbon Certification Click on the certificate sample to see a larger version. The Zero Carbon certificate shows operational values related to energy demand, procurement of renewables or carbon offsets. 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.  CO N T IN U E Required Information Here's a summary of the information required to apply for EDGE Zero Carbon Certification: Proof of 40 percent energy savings from the EDGE baseline. Intended year of certification: the start and end dates for the year for which the project is applying as an EDGE Zero Carbon project. 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. Project area: building plans showing the Gross Internal Area (GIA) including airconditioned and unconditioned spaces of the building, and the total GIA for input into the calculator. Note that the project’s EDGE Advanced Certification PDF report showing the GIA and the project file number will be sufficient for verification. Energy bills and meter readings: bills for the intended year of certification for every source of energy used in the building. Purchased carbon offsets: If applying carbon offsets, they must be purchased from a source that abides by one of the listed standards in the EDGE guidance.  CO N T IN U E Operations Tab The Operations Tab in the EDGE APP is used to capture each energy source for a 12-month period. Ensure that the total net carbon emission balance (in tons of CO2 ) is zero or negative. Ensure input emission factor of the relevant country is correct on Design Tab. If off-site renewable energy is purchased, capture this under on-site renewable electricity generation exported kWh. If you have trouble viewing this screenshot, please view the Operations Tab within the EDGE APP.  GBCI's fees for EDGE Zero Carbon certification may be found at edge.gbci.org/certification. You can learn more about Zero Carbon certification in the EDGE User Guide. CO N T IN U E You've completed Module 1!