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Sustainability Rating System Name Here

2012 MdQI Conference

Quality Transportation- A Hybrid Approach

Terry F. . Nei eimeyer, , PE, , BCEE In Instit titute fo for r Sus ustainable le In Infr frastructure Boar ard Member

“We’re Building 2050 Today”*

How infrastructure will perform for the next several generations depends on what we build today

Wackernagle graphic

IS ISI I Development

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Three founding partners committed to sustainability and developed a number of tools and resource libraries APWA – Center for Sustainability ASCE – Committee on Sustainability ACEC – Green Scorecard ISI Formation Leveraging value of a consolidated approach Creating a framework that should become the National Standard for Sustainable Infrastructure Create a civil infrastructure standard model - USGBC

IS ISI I Development

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Concurrently, Paul Zofnass and Harvard University collaborated in creating an infrastructure rating tool similar to envision. ISI and Zofnass/Harvard agreed to harmonize both tools together to have one US tool.

envision

Creating th the Tool

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• Inventoried the market (900+ rating systems)
• Engaged two consultants experienced with FIDIC

(PSM II) and CEEQUAL to develop basic framework

• ASCE Foundation contributed $300,000 to

development of rating system

• Founder Partners developed goals for a rating

system, critical review and development of core concepts, gap identification, refinement of approaches, products

• Collaboration with a number of federal agencies

Constructing th the Rati ting Syste tem

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• Should be relevant, supportive, usable and productive

E-version, interactive, instructive, outcome-based, process- supportive, outputs

• Should be scalable according to complexity and size

Stage 1 – checklist and self assessment Stage 2 – comprehensive consideration of multiple criteria and core system Stage 3 – focused project assessment (+ operations, existing facilities) Stage 4 – multi-attribute, complex, contested, triple bottom line (TBL) balancing

• Agencies, owners, consultants, communities (+/-) should be able

to use approach to reach consensus through informed decision making

Framework

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• Matrix evaluation of 5 Primary Criteria 1) Quality of

Life, 2) Leadership, 3) Resource Allocation, 4) Natural World, 5) Climate and Risk

• Triple bottom line-1)economic, 2)social &

3)environmental attributes and relative performance

• 60 Secondary Criteria and narrative guidance
• A Sustainability “Score” and road map
• Supports consideration of performance achievement

(higher efficiency) as well as process improvement (pathway to supportable and effective approaches)

• Launched in January 2012, Version 2.0
• www.sustainableinfrastructure.org

Project Credits

ISI Presentation 8 QL1.1 Community Quality

• f life

QL1.2 Stimulate Sustainable Growth QL1.3 Local Skills QL2.1 Public Health and Safety QL2.2 Noise and Vibration QL2.3 Light Pollution QL2.4 Mobility and Access QL2.5 Alternative Transportation Modes QL2.6 Site Accessibility QL3.1 Historic and Cultural QL3.2 Views, Local Character QL3.3 Public Space QL0.0 Innovation LD1.1 Effective Leadership LD1.2 Sustainability Management System LD1.3 Collaboration LD1.4 Stakeholder Involvement LD2.1 By-Product Synergy LD2.2 Integration LD3.1 Long Term Monitoring and Maintenance LD3.2 Regulatory/ Policy Conflicts LD3.3 Extend Useful Life LD0.0 Innovation RA1.1 Embodied Energy RA1.2 Procurement RA1.3 Recycling RA1.4 Regional Materials RA1.5 Divert Waste RA1.6 Reduce Material Export RA1.7 Deconstruction RA2.1 Reduce Energy Consumption RA2.2 Renewable Energy RA2.3 Monitor Energy Systems RA3.1 Water Availability RA3.2 Water Consumption RA3.3 Monitor Water Systems RA0.0 Innovation NW1.1 Prime Habitat NW1.2 Wetlands Surface Water NW1.3 Prime Farmland NW1.4 Geologic Hazards NW1.5 Floodplains NW1.6 Steep Slopes NW1.7 Greenfields NW2.1 Storm water NW2.2 Pesticides NW2.3 Water Contamination NW3.1 Biodiversity NW3.2 Invasive Species NW3.3 Disturbed Soils NW3.4 Maintain Water Functions NW0.0 Innovation CR1.1 Greenhouse Gas Emissions CR1.2 Air Pollutants CR2.1 Climate Threat CR2.2 Traps and Vulnerabilities CR2.3 Long-term Adaptability CR2.4 Short-term Hazards CR2.5 Heat Islands CR0.0 Innovation

Opportunity Space

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• X. Project Life Cycle
• Y. Range of sustainable performance
• Z. Stakeholder Collaboration

Affected stakeholders Regulatory institutions Partner organizations

Sta tage 1 Checklist – 60 Questions- Available th this is Spri ring

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• Yes/No-Has an action been done or an outcome achieved? For

example, “Person appointed”, “Policy issued” or “Brownfield land used instead of greenfield”

• Objective-Each objective starts with an imperative statement, further

explained and amplified by one or more questions

• Measures-Provided for each objective. These will be used as a basis for

the evidence or as justification for answering question in the affirmative.

• Guidance-Each of the objectives and measures will be associated with

the applicable guidance designed to assist the user.

• Scoping out-Some of the objectives may be scoped out (deleted), not

considered or counted if they are not applicable to the project.

• Output-Checklist users will get a bar graph that represents the number of

questions they answered yes to. The score will give users an idea of how many sustainability factors were considered and/or incorporated into the project

Sta tage 1 Example

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• 1. Quality of Life
• QL. Preserve Historic and Cultural Resources

Intent: Preserve or restore significant historical and cultural sites and related resources to preserve and enhance community cultural resources? Metric: Summary of steps taken to identify, preserve or restore cultural resources. Assessor Decision- Include? YES or NO Has the project team worked with the community and required regulatory and resource agencies to identify cultural resources? Has the project team conducted a feasibility analysis to understand the possibilities of incorporating preservation or enhancement of historic and cultural resources into the project? Has the project team worked with cultural stakeholders to develop a sensitive design and approach, with the ultimate goal of avoiding all cultural resources or fully preserving the character-defining features of that resource?

Sta tage 1

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• Checklist is FREE!
• APWA insisted on simple evaluation of projects
• If you get enough “yes’s”, may want to consider

stage 2 and awards

• Regardless, one yes is better than none and 30

yes’s are better than 10.

Sta tage 1 Scoring

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Objectives considered: 45 Included Objectives: 60 % of Included Objectives Addressed Section 1 45% Quality of Life Section 2 20% Leadership Section 3 26% Resource Alloc. Section 4 40% Natural World Section 5 100% Climate & Risk

Sta tage 2 Scoring Syste tem

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• Same Objectives as in Stage 1
• Same “Scoping Out” or “Excluded” as Stage 1
• Some Objectives cannot be Excluded
• Level of Achievement Scoring (up to 5 levels)
• Improved
• Enhanced
• Superior
• Conserving
• Restorative
• Guidance Manual
• Assessors to score
• ISI-SP certified assessors

IS ISI-SP Credentialing

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• Available on Website in March 2012
• Six one hour training modules
• Application and fees
• Testing and fees in April 2012
• Open Book/Internet

Sta tage 2 Example

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Section NW 1.2 Protect Wetlands and Surface Waters Intent: Protect, enhance and restore areas designated as wetlands, shorelines, and water bodies by providing natural buffer zones, vegetation and soil protection zones Metric: Size of natural buffer zones established around all wetlands, shorelines and water bodies. Improved 1 point Enhanced 4 points Superior 9 points Conserving 14 points Restorative 18 points

Sta tage 2 Guid idance Example

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Improved

(1) Avoid development or buffer > 50 feet. Avoid development on sites that contain or are located within 50 feet of wetlands, shorelines or water bodies. Additionally, if applicable, establish a vegetation and soil protective zone (VSPZ) for an area within 50 feet of any wetland areas, shoreline, or water body or within setback distances from wetlands prescribed in state or local laws and or regulations, whichever is more stringent…

Enhanced

(4) Buffer > 100 feet

Superior

(9) Buffer > 200 feet

Conserving (14) Buffer > 300 feet Restorative (18) Aquatic and wetland restoration. In addition to points awarded for

buffering, project may earn up to 5 points for restoring previously degraded buffer zones to a natural state…..

Sta tage 2 Guid idance

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Description: Wetlands, shorelines and water bodies provide a number of important ecological services, including mitigating flooding, improving water quality, and providing wildlife habitat….A buffer zone around wetlands and other water bodies plays particularly important roles in:

• Protecting wildlife habitats, providing connected habitat……

Advancing to Higher Achievement Levels: Benchmark and Performance Improvement… Evaluation Criteria and Documentation: If the site contains wetlands or water bodies, has the project team established a vegetation and soil protection zone (VSPZ) to provide a natural zone unaffected by development that maintains a buffer equal to a specified distance? Sources: Adapted from The Sustainable Sites Initiative……., US Army Corps of Engineers Guidance on Delineating wetlands Related Credits: QL 3.2 Preserve Views and Local Character NW 1.1 Preserve Prime Habitat

ISI Presentation 19

Scoring Summary

Sta tage 3

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Benefits of Stage 3 of the Rating System

• Recognition of dimension-specific achievements

based on operational priorities

• Instead of pre-weighted scoring, discretion is

provided to weight scores according to

• perational imperatives of the owner and project
• Scores in other dimensions (other than
• perational focus) still must meet baseline

measures

• Third-party verification available for award

recognition

• Promotes continuous incremental improvement

toward sustainable solutions

Sta tage 4

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Benefits of Stage 4 of the Rating System -

• Provide decision support tool for engineers and
• ther practitioners in design of sustainable

projects

• Enhanced web–based software
• Links to industry-recognized decision support

software

• Links to industry data with Parametric costing
• Allow project systems sustainability review and

trade-offs among competing goals

• Expanded project and technology library

Memberships

2012 MdQI Conference Quality Transportation- A Hybrid Approach

• Charter Members

Early funders/investors-one time payment of dues; Seat on ISI Advisory Council, input into ISI products, programs and services, logo on ISI website and recognition at ISI events, online information sharing, reduced pricing on ISI training/seminars/verifications

• Sustaining Members

Early annual funders; annual dues payment; input into ISI products, programs and services, online information sharing, reduced pricing on ISI training/seminars/verifications

Questions/Contact In Information

2012 MdQI Conference Quality Transportation- A Hybrid Approach

Terry F. Neimeyer, P.E. ISI Board Member KCI Technologies, Inc. 936 Ridgebrook Road Sparks, MD 21152 terry.neimeyer@kci.com (410) 316-7813 Bill Bertera ISI Executive Director Institute for Sustainable Infrastructure 1275 K Street, NW Suite 750 Washington, DC 20005 bertera@sustainableinfrastructure.org (202) 218-6725