Learn about the importance and types of LEED® documentation required for your project.
An important step in achieving LEED® certification for a project is both an understanding of the need for and implementing a plan of recordkeeping and documentation that makes filling out the submittal templates easy to perform. This topic will help you understand not only what recordkeeping and documentation is required, but how to compile it and what needs to be submitted to satisfy LEED® requirements.
Learning Objectives
- You will be able to define the specific requirements within the LEED?® Certification process for complying with prerequisites and credits.
- You will be able to recognize the importance of active participation from all parties in the construction process for successful LEED?® Certification.
- You will be able to understand the significance of accurate documentation and recordkeeping throughout the certification process.
- You will be able to recognize the types of documentation required for LEED?® Certification, such as drawings, photographs, design criteria, project specifications, and manufacturers' product data.
Ross Spiegel is an associate, senior specification write and Green Team leader in the firm of Fletcher-Thompson, Inc. At Fletcher-Thompson, Inc. he is responsible for establishing technical standards for the firm and serves as LEED project administrator for all of the green projects. We were excited to have Ross Spiegel present the follow OnDemand Webinar on "LEED Documentation and Recordkeeping Requirements". Ross sat down with us and recorded the following video in which he goes over all that he will cover in his presentation:
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Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Understanding the LEED® Documentation Process
- LEED® Certification Process Contains Specific Requirements for Complying With Prerequisites and Credits
- Documentation and Recordkeeping Is Key to Success
- Success Requires Active Participation of All Parties to Construction Process
Importance of Documentation and Recordkeeping in the LEED® Certification Process
- Most Prerequisites and Credits Require Documentation to Demonstrate Achievement of Prerequisites and Credits
- Timely and Accurate Recordkeeping Will Lessen the Burden of Documentation
- Accurate Recordkeeping and Documentation Will Make Responding to Requests for Clarification From Reviewers Easier
- Good Recordkeeping and Documentation Will Result in a Record That Will Make Achieving LEED® Certification on Future Projects Easier
Sources of Documentation
- Documentation Produced by the Design Team
- Documentation Compiled by the Owner
- Documentation Provided by Manufacturers and Contractors
- Documentation Provided by the Commissioning Agent
Types of Documentation Required
- Drawings, Including Building Plans, Elevations, Site Plans, Sections, etc.
- Photographs Taken During Construction and After Completion
- Design Criteria, Energy Studies, Daylighting Studies, etc.
- Project Specifications
- Manufacturers Product Data, Shop Drawings, MSDS, Submittal Letters
Following the Process to Its Conclusion
- The Documentation and Recordkeeping Process Starts During the Design Process
- The Process Continues During the Preparation of Construction Documents and Carries Through the Bidding Phase Into Construction
- Documentation of Certain Prerequisites and Credits Cannot Be Completed Until Construction Is Completed
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on January 26, 2024.
Call 1-866-352-9540 for further credit information.
- AIA 1.0
- Lorman Education Services is a registered provider of AIA-approved continuing education under Provider Number J2016. This course is approved for 1.0 Learning Unit hour(s). Prerequisite: None, Program Level: Intermediate: Advanced Preparation: None
All registered AIA CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider or this learning program may be sent to AIA CES ([email protected] or (800) AIA 3837, Option 3). This learning program is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. AIA continuing education credit has been reviewed and approved by AIA CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.
- AK ENG 1.0
- This Ondemand program is applicable for professional development hours through the Alaska State Board of Registration for Architects, Engineers and Land Surveyors. Professional development hours: 1.0.
*Please check the rules and requirements in your state for compliance.
- AL ENG
- This Ondemand program is applicable for professional development hours through the Alabama Board of Licensure for Professional Engineers and Professional Land Surveyors.*
*Please check the rules and requirements in your state for compliance.
- AR ENG
- This Ondemand program is applicable for 1.0 professional development hours.*
*Please check the rules and requirements in your state for compliance.
- FL ENG 1.2
- This course has been approved for 1.2 PDHs by the Florida Board of Professional Engineers in the Areas of Practice.
- GA ENG
- This Ondemand program is applicable through the Georgia State Board of Registration for Professional Engineers.for 0.0 professional development hours.*
*Please check the rules and requirements in your state for compliance.
- IA ENG
- This Ondemand program is applicable for professional development hours for engineers. Please refer to Chapter 3, 193C IAC.*
- ID ENG 1.0
- This Ondemand program is applicable for 1.0 professional development hours through the Idaho Board of Professional Engineers and Professional Land Surveyors.*
*Please check the rules and requirements in your state for compliance.
- IL ENG 1.0
- This program is applicable for 1.0 professional development hours through the Illinois Society for Professional Engineers.*
*Please check the rules and regulations in your state for compliance.
- IN ENG 1.2
- This Ondemand program is applicable for 1.2 professional development hours through the Indiana State Board for Professional Engineers.*
*Please check the rules and requirements in your state for compliance.
- KS ENG 1.0
- This program is applicable for 1.0 professional development hours for engineers.*
*Please check the rules and regulations in your state for compliance.
- KY ENG 1.0
- This Ondemand program is applicable for 1.0 professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- LA ENG
- The Louisiana Professional Engineering and Land Surveying Board (LAPELS) no longer approves providers or courses. Lorman Education Services believes that this course is worth 1.0 PDH(s). According to LAPELS' rules, It will be the responsibility of the licensee to determine if a Course/Activity offered by an unapproved sponsor/provider is an Acceptable Activity.
- MD ENG 1.0
- Lorman Education Services is a board approved sponsor with the Maryland Board of Professional Engineers. This course qualifies for 1.0 professional development hours.
- ME ENG 1.0
- This ondemand program is applicable for a maximum of 1.0 hours toward the annual PDH requirement. Please note: The State of Maine Professional Engineers Registration Board does not pre-approve courses for professional development credit.*
*Please check the rules and requirements in your state for compliance.
- MN ENG 1.0
- This course is applicable for a maximum of 1.0 hours toward the PDH requirement for engineers. Please note: The Minnesota State Board of Registration for Engineers has final authority on the acceptance of individual courses.
- MO ENG 1.0
- This ondemand course is applicable for 1.0 professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- MS ENG
- This ondemand course is applicable for professional development hours through the Mississippi State Board of Registration for Professional Engineers.*
*Please check the rules and requirements in your state for compliance.
- MT ENG 1.0
- This ondemand course is applicable for 1.0 professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- NC ENG 1.0
- Lorman Business Center, LLC. is an approved sponsor of the North Carolina State Board of Examiners for Engineers and Surveyors. This course qualifies for 1.0 professional development hours for engineers.
- ND ENG 1.0
- The North Dakota State Board of Registration for Engineers and Land Surveyors does not pre-approve courses or providers.
This course may be applicable for professional development hours in your state. Please check your rules and requirements for compliance.
- NE ENG
- This course is applicable for professional development hours for engineers if the course is continuing engineering education for you.*
*Please check the rules and requirements in your state for compliance.
- NH ENG 1.0
- This course is applicable for 1.0 professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance. The New Hampshire Board of Engineers has final authority on granting approval.
- NJ ENG 1.0
- Lorman Education Services is authorized as a provider to offer courses through the New Jersey Board of Professional Engineers.
This course is applicable for 1.0 CPC credits for engineers. *
*Please check the NJ State rules and requirements for compliance.
- NM ENG 1.0
- This course is applicable for 1.0 professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- NV ENG 1.0
- This course is applicable for 1.0 professional development hours through the Nevada State Board of Engineering and Land Surveyors.*
*Please check the rules and requirements in your state for compliance.
- NY ENG 1.0
- Lorman Education Services is an approved provider through the AIA/CES. For courses or educational activities to be used towards New York's continuing education requirements, the course must be in an acceptable subject area and must also be in an approved format. Please refer to the rules of the State Board for Professional Engineering and Land Surveying in New York for further details here: http://www.op.nysed.gov/prof/pels/peceques.htm.
Ondemand Course Length: 1.0
- OH ENG
- This ondemand course is applicable for continuing education credit for engineers through the Ohio State Board of Licensure for Professional Engineers provided it is a relevant managerial, ethical or technical topic relevant to the practice of engineering or surveying.*
*Please check the rules and requirements in your state for compliance
- OK ENG
- This course is applicable for professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- OR ENG
- This course is applicable toward engineering continuing education hours in Oregon, please refer to your rules and laws.
- PA ENG 1.2
- This program is applicable for 1.2 PDHs for engineers through the Pennsylvania State Board of Professional Engineers, Land Surveyors and Geologists.*
*Please check the rules and requirements in your state for compliance.
- SC ENG 1.0
- This course is applicable for 1.0 hours toward the PDH requirement for engineers through the South Carolina Board of Registration for Professional Engineers.*
*Please check the rules and requirements in your state for compliance.
- SD ENG
- This course is applicable for professional development hours for engineers in South Dakota.*
*Please check the rules and requirements in your state for compliance.
- TN ENG
- This course is applicable for professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- TX ENG
- This Ondemand course is applicable for professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- UT ENG
- This course is applicable for professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- VA ENG 1.0
- This program is applicable for 1.0 hours of continuing education through the Board for Architects, Professional Engineers, Land Surveyors, Certified Interior Designers and Landscape Architects (APELSCIDLA BOARD).*
*Please check the rules and requirements in your state for compliance.
- VT ENG
- This course is applicable for professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- WV ENG 1.0
- This course is applicable for 1.0 professional development hours for engineers.*
*Please check the rules and requirements in your state for compliance.
- WY ENG 1.2
- This course is applicable for 1.2 professional development hours for Wyoming engineers.*
*Please check the rules and requirements in your state for compliance.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Ross G. Spiegel, FAIA, FCSI, CCS, CCCA, LEED® AP BD+C
SLAM
- Specifications coordinator with the A/E firm The S/L/A/M Collaborative
- Responsible for establishing specification standards for the firm and advising on LEED® Certification and sustainability
- Past president of the Construction Specifications Institute
- Past chair and board member of the Connecticut Green Building Council
- Chair Build Green Connecticut
- Member of RIB SpecLink Specification Content Advisory Committee
- Conducted seminars and webinars on specification practice, green building, and LEED® certification
- Can be contacted at 860-368-2394 or [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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