HomeMy WebLinkAboutPolicy-Integrated Building Design and Construction Policy - SB Approved 06-21-23 SC approved 09-12-23
Integrated Building Design Policy
Revised through 6/22/2023
designs. The Elected Boards may choose to exempt certain building projects under their respective
purview from these standards.
IV.Policy
The Department of Public Facilities and Elected Boards will strive to achieve the highest reasonably
attainable and economically viable performance standards for health, energy, and resilience for Town
building projects in accordance with the policy of the Elected Boards as follows:
1.Prior to initiating building design activities or selection of the design team, the project stakeholders
shall establish specific targets for the project that consider each of the Integrated Building Design
and Construction Goals Checklist as defined in Attachment A. The targets for School Department
Buildings shall be approved by the School Committee and the Select Board. The targets for all other
Town buildings shall be approved by the Select Board.
2.Design teams selected for all facility projects that are subject to this policy shall at a minimum
include LEED accredited professionals with demonstrated experience in designing buildings that
"
would meet the requirements of this policy and goals.
3.Prior to design, the project stakeholder group will make a recommendation to the Elected Boards
whether to pursue the optional application for formal LEED Silver certification.
"
4.The Integrated Building Design and Construction Goals Checklist shall be monitored by the
Department of Public Facilities and the Permanent Building Committee throughout the project to
ensure that requirements of this policy and the agreed upon, attainable goals are met.
5.At the end of every project phase (feasibility, schematic design, design development, construction
documents, and construction), the project design team will prepare an end of Project Phase Report
that addresses the design’s adherence to or departure from approved scope, cost, schedule and the
Integrated Building Construction Goals Checklist as attached. Project success requires that the
design approval at the end of the schematic phase and design development phase meet the approved
scope, cost and schedule requirements. The Director of Public Facilities will submit these reports to
the Elected Board(s). It is recommended that Elected Board liaisons give regular updates to their
respective Boards outside of the project phase reporting.
6.The Town shall implement a post occupancy commissioning process when roughly 20% of the one
year warranty period remains.
7.Projects must commence with and maintain a sufficient overall project budget and schedule.
8.The Department of Public Facilities and the Permanent Building Committee shall provide the design
team with guidance for developing a work plan (consistent with a project specific version of
Attachment B) that the design team shall then use to develop a work plan for the project.
V.Policy Revisions and Updates
1.No changes to the policy, goals, or attachments may be made without the formal approval of both
Elected Boards.
2.This policy and its attachments, shall be reviewed and updated by representatives of the Permanent
Building Committee and the Sustainable Lexington Committee, at a minimum, for approval by the
Elected Boards every three years or sooner as required to reflect current, best practices and
performance standards for health, energy, and resilience and any updates to applicable codes and
reference materials, as well as to improve stakeholder coordination and project management, budget,
i
and schedule control.
i
This policy is to meet the goals set out in Article 33 of ATM 2013: Climate Change Resolution.
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Attachment A
Integrated Building Design and
Construction Goals Checklist
Cost Impact Scale
Comments
RequiredRequired
Lex Goals
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LEXINGTON MASTER - SCOPE CHECKLIST
ExplanationExplanation
-- No interruption of essential services.
Scope Item / Feature / Outcome
Full electrical and thermal power necessary for providing healthy conditions during extreme heat/cold conditions, providing lighting, internet connectivity, and plug
– Provide power to hold building temperature, provide light and manage building systems
-- Full electrical and thermal power necessary for life safety, food prep / refrigeration, lighting, internet connectivity and charging stations. Operational 24/7. Islanded
Integrative Process: This policy shall be integrated into the Planning and Design process from the project's inception. Evaluate the impact of the project on adjacent properties.Resilience:
Buildings shall be designed to deliver services based on the resilience levels defined in the Integrated Design Procedure. The resilience level for a particular building shall be
consistent with the planned use of the building in the Town’s Emergency Management plan. The level of solar and storage incorporated into the design shall be appropriate to the level
or resilience required.LEED for Neighborhood Development Location
Public Safety (Police, Fire, Public Services)Town Shelter operation maximizing use of on-site solar and storage.Continued Operation –load charging. Operational during normal occupied
hours. Smart load reduction in emergencies, mobile or on-site backup generation to carry load for continued operation.Asset Preservation Source
Standard LEED items with standard LEED requirements and definitions (LEED Ref#)Standard LEED items with specific Lexington definitions (LEED Ref #).Specific Lexington requirements (Lex1
through Lex7)Lexington requires this outcome / scope item to be included in the base case project design.Evaluate the applicability of this item to the project/site and report on benefits
and impacts of implementationResilienceLocation and Transportation
LEED 4.0LEX_1LEED 4.0_LTc1
100
1616
Max
Points
Level 1: Level 2: Level 3: Level 4:
Integrated Building Design and Construction Goals Checklist
Source
Lex Goal
LEED 4.0_()LEED 4.0_()LEX _()Ev & Report
LEED SCORING
Points
1231Required2
Expected
000000
Y?N
Consult Lexington's Integrated Building Design and Construction Policy for other requirements for New Construction and Major Renovation -Town BuildingsThis document is based on scope
features defined in LEED 4.0 with additions / modifications driven by Town of Lexington requirements:Economic evaluation of design alternatives will be carried out in accordance with
the economic evaluation approach included in the Lexington Sustainable Action Plan adopted 8/27/2018 (pages 9-11)- Lifecycle costing shall be conducted using the Town of Lexington's
costing tool.Project Name:Project Address:Project Phase:Report Date:Resilience Level (Circle appropriate level per the Town's Emergency Preparedness and Response Plan maintained by
the Town's Fire Chief.Note: performance of higher level resilience includes lower-level capabilities.
RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequired
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a) Required by Town bylawb) Ev & Report
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Target onsite building energy use intensity (kBTUs/sq ft)
Use advanced metering and sub-metering to report and
- Pursue:
Install and properly maintain building management system to track
Sensitive Land ProtectionHigh Priority SiteSurrounding Density and Diverse UsesAccess to Quality TransitBicycle FacilitiesReduced Parking FootprintGreen Vehicles:a) Installation of EV
chargers per Lexington bylaw 135-5.1.13-11, Electric vehicle (EV) charging.b) Provide renewable energy to support EV charging requirements in kW/kWh.Construction Activity Pollution
PreventionEnvironmental Site AssessmentSite AssessmentSite Development - Protect or Restore Habitat: Site development and landscaping shall comply with the standards defined in Chapter
176, Section 12.6 Landscaping. (Note: the Lexington Planning Department is not involved in reviewing or approving plans or performance.)Open SpaceRainwater ManagementHeat Island Reduction:
In addition to LEED 4.0 SS7, the site design (including building and solar canopy siting) will utilize shading from pre-existing healthy mature trees and new plantings to maximize heat
island reduction and will also consider other ecological services provided by trees and their benefits).Light Pollution ReductionSite Master PlanJoint Use of FacilitiesOutdoor Water
Use ReductionIndoor Water Use ReductionBuilding-Level Water MeteringOutdoor Water Use ReductionIndoor Water Use ReductionCooling Tower Water UseWater MeteringFundamental Commissioning
and VerificationMinimum Energy Performance shall be assessed using Lexington's total lifecycle cost model.Building-Level Energy MeteringFundamental Refrigerant ManagementEnhanced CommissioningOption
1 of this credit: HVAC Commissioning Option 2 of this credit: Building Envelope CommissioningOptimize Energy Performance:for new buildings of 30% less energy use than ASHRAE 90.1 (current)
or better; and for renovations, 20% less energy use than ASHRAE 90.1 (current) or better.Advanced Energy Metering:track hourly interval electricity use data by end-use categories
that exceed 10% of total annual electricity consumption and maintain said records for rolling two year periods. (LEED V.4 requires 3 yrs.) Demand Response:and manage peak demand for
energy cost reduction and emergency load shedding.
Sustainable SitesWater EfficiencyEnergy and Atmosphere
LEED 4.0_LTc2LEED 4.0_LTc3LEED 4.0_LTc4LEED 4.0_LTc5LEED 4.0_LTc6LEED 4.0_LTc7LEED 4.0_LTc8LEED 4.0LEED 4.0LEED 4.0LEED 4.0_SS4 and LEX_6LEED 4.0_SS5LEED 4.0_SS6LEED 4.0_SS7 and LEX_7LEED
4.0_SS8LEED 4.0LEED 4.0LEED 4.0_WE1LEED 4.0_WE2LEED 4.0_WE3LEED 4.0_WE4LEED 4.0_WE5LEED 4.0_WE6LEED 4.0_WE?LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0_EAc1LEED 4.0_EAc2LEED 4.0_EAc3LEED
4.0_EAc4
1255111121321112621612
10113318
Req.Req.Req.Req.Req.Req.Req.Req.Req.
000000000
YYYYYYYYY
IBDP 3.4IBDP 1.1IBDP 1.2
RequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequiredRequired
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): Maximize onsite renewable energy.
(Schools)
– Avoid the use of red list substances as recommended by Lexington Board of
Renewable Energy Production (LEED 10%Utilize energy storage when cost effective to lower peak demand charges and integrate with onsite solar. Evaluate and report on options for campus
micro-grids.Enhanced Refrigerant ManagementGreen Power and Carbon Offsets Evaluate and present options for achieving net zero energy use. All electric, zero emissions on site design
(excluding fuel for emergency backup power generators). Backup fossil fuel heating systems will require specific approval. Storage and Collection of Recyclables: The operation of
the completed building should support reuse/zero waste operations with attention to material flows and incorporate design features to achieve these ends. Present design options that
meet Lexington's zero waste targets.Construction and Demolition Waste Management PlanningBuilding Life-Cycle Impact Reduction: Using LEED criteria as well as an embodied carbon calculation,
calculate and disclose the carbon impact of selected design options at each design phase, starting with feasibility. Include embodied carbon in the total life-cycle analysis for each
design option, including renovations if applicable.Building Product Disclosure and Optimization - Environmental Product DeclarationsBuilding Product Disclosure and Optimization - Sourcing
of Raw MaterialsBuilding Product Disclosure and Optimization - Material Ingredients Construction and Demolition Waste Management Minimum Indoor Air Quality PerformanceEnvironmental
Tobacco Smoke ControlMinimum Acoustic Performance Enhanced Indoor Air Quality Strategies :Enhanced Filtration – Install and properly maintain particulate matter filters to protect health
of the occupants and as appropriate for building type and use. Maintain indoor CO2 levels per Lexington Board of Health guidelines (BOH Memo dated December 18, 2015, Table 1). Low-Emitting
MaterialsConstruction Indoor Air Quality Management PlanIndoor Air Quality AssessmentThermal ComfortInterior LightingDaylightQuality ViewsAcoustic PerformanceToxicsHealth (memo dated
March 4, 2018), except when no practical alternative is available. Utilize Healthy Building Network (or the equivalent) information in the design and selection of materials and consider
using products and services established by the Environmentally Preferable Purchasing program or other successor program of the Commonwealth of Massachusetts or other similar cooperative
purchasing programs.
Materials and ResourcesIndoor Environmental Quality
LEED 4.0_EAc5LEX_2LEED 4.0_EAc6LEED 4.0_EAc7LEX_3LEX_4LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0_IEQc1LEED 4.0_IEQc2LEED 4.0_IEQc3LEED 4.0_IEQc4LEED
4.0_IEQc5LEED 4.0_IEQc6LEED 4.0_IEQc7LEED 4.0_IEQc8LEED 4.0_IEQc9LEX _5
----
31252222231212311
1316
Req.Req.Req.Req.Req.
000000
YYYYY
IDBP 1.3'IBDP 3.3'IBDP 1.4 'IBDP 2.3 IBDP 2.2, IBDP 2.4
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Innovation LEED Accredited ProfessionalRegional Priority: Specific CreditRegional Priority: Specific CreditRegional Priority: Specific CreditRegional Priority: Specific Credit
InnovationRegional Priority
LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0LEED 4.0
65141111
110
0
0
0000000
Certified: 40 to 49 pointsSilver: 50 to 59 pointsGold: 60 to 79 pointsPlatinum: 80 to 110
Attachment B
Integrated Design Policy Early Design
Phase Workplan
Integrated Design Policy Attachment B
Early Design Phase Workplan
Introduction:
Lexington seeks excellence on its capital projects. A truly excellent project for Lexington will be one that
provides an extraordinary functional and social environment that is sustainable, healthful, and resilient.
Further, it is expected to be forward looking and flexible enough to be adaptable for new work models,
maintainable, and expandable.
Early-Phase Design:
The Town of Lexington firmly believes that the are crucial to a projects success
very early Phases of design
and attaining excellence. This is the time when concepts and expectations need to be brainstormed in an
manner, explored, and evaluated. Near the beginning of the project, the full A/E
uninhibited
\[Architect/Engineer\] team needs to contribute on issues related to massing, orientation, MEPFP
infrastructure, sustainability, maintainability, healthfulness, and resilience. The Project needs to brainstorm
learning opportunities, what physical environments enhance the function of the building being designed,
technology, flexibility, future expansion options, phasing, constructability, plus granting and
reimbursement opportunities.
This early phase process will require careful management, inclusion, tabulation, evaluation, and
presentation. Conceptual pricing and comparing options at the conceptual Phase take ingenuity. The
mechanics and logistics of this process need to be part of a negotiation with the A/E ultimately selected for
the project as well as the OPM \[Owners Project Manager, if any\].
Integrated Design Policy
The Town strives for excellence on all its capital projects. Some of the performance criteria are spelled out
in the LEED Lexington Appendix A to the Towns Integrated Design Policy. Other criteria are project
specific and are flushed out as projects evolve; Lexington is striving to have this done early in the project.
Feasibility Module Workplan
The Consultant Team shall develop and then review a draft workplan with the
Early Design Phase
Department of Public Facilities (DPF) and the Permanent Building Committee (PBC) by the end of the first
month under contract. The purpose of the plan is for the consultant team to communicate with the Town
(staff, committees, commissions, boards, and residents) what is to be done when, so the process can be
executed more efficiently, and the outcome can be the best it can be. The Work Plan is to reflect the
requirements of the Town of Lexington as expressed in the Integrated Design Policy and other documents
provided by the Town as well as funding agency requirements \[if any\].
Required revisions to the workplan will be presented for review and acceptance by DPF and PBC by the end
of the second month of contract. The accepted workplan will be the roadmap for the Early Design Phase
revisions to the workplan will require written approval by DPF and PBC.
Similar workplans will be required for subsequent Design Phases.
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The Consultant Team services and therefore the Workplan needs, as needed, to include activities to
address issues and concerns as follows:
All activities, milestones, meetings, and deliverables related to the project including funding agency
requirements \[if any\].
Early Design Phase to include studies for new construction options and/or add/reno options that
include:
o
Conceptual schedules for the full project and specifically for the design phase under
contract.
"
Create a draft project master schedule showing each project phase through project
closeout. It shall include a projection of when major construction bid(s) will be
advertised.
"
Workplan shall be in the form of a cpm schedule and not an excel graphic. Progress
shall be updated and reported monthly. Consultant to provide schedule data file
for Town review.
"
4-week workplan look ahead shall be submitted monthly
o
Conceptual costs escalated to bid date(s) contained in the conceptual full project schedule,
o
Review and evaluation of program,
o
Establishment of key project objectives and criteria,
o
Building massing and orientation studies,
o
Conceptual analysis of photovoltaic (PV) potential (building and site),
o
Building and land use showing construction phasing and land usage for laydown, building
construction, pedestrian & vehicular traffic, and onsite recreation facilities.
o
Construction logistics and phasing
o
Evaluation of suitability of budget versus program.
o
The A/E team must offer sufficient information to use as a basis to conduct an Early Design
Phase Value Management workshop that systematically gathers information, creatively
brainstorms, and evaluates options to arrive at a consensus with the public, staff,
committees, commissions, and boards. The aim is to maximize input in a timely manner on
appropriate Integrated Design Process items and project uses beyond the traditional uses
scope, engage voter support early, and maximize project aims within a reasonable budget.
Early Design Phase studies to include analysis of draft building space program, conceptual costs,
conceptual schedules.
Early Design Phase options matrix comparing options
Executive Summary Reports
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