855773667-LEED-v5-O-M-Reference-Guide-Launch-Edition-1 - Full Extract

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APRIL 2025 LAUNCH EDITION

LEED v5 REFERENCE GUIDE

OPERATIONS AND MAINTENANCE

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The U.S. Green Building Council, Inc. (USGBC) devoted significant time and resources to create this LEED v5 Reference Guide for Operations and Maintenance, April 2025 Launch Edition. USGBC authorizes individual use of the Reference Guide. In exchange for this authorization, the user agrees: to retain all copyright and other proprietary notices contained in the Reference Guide; not to sell or modify the Reference Guide; and not to reproduce, display, or distribute the Reference Guide in any way for any public or commercial purpose, including display on a website or in a networked environment.

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TRADEMARK LEED® is a registered trademark of the U.S. Green Building Council. LEED v5 Reference Guide for Operations and Maintenance April 2025 Edition ISBN 979-8-99251 10-2-4

Col1	Gross square feet per occupant	Col3	Gross square meters per occupant	Col5
	Regular	Visitors	Regular	Visitors
General office	250	0	23	0
Retail, restaurant	435	95	40	9
Retail, grocery store	550	115	51	11
Retail, general	550	130	51	12
Retail, service	600	130	56	12
Medical office	225	330	21	31
R&D or laboratory	400	0	37	0
Warehouse, distribution	2,500	0	232	0
Warehouse, storage	20,000	0	1860	0
Educational, daycare	630	105	59	10

Col1	Integrative Process, Planning, and Assessments (IP)	Col3	Col4	Col5	2
	IPp1	Climate Resilience Assessment	Climate Resilience Assessment	Climate Resilience Assessment	Required
	IPp2	Human Impact Assessment	Human Impact Assessment	Human Impact Assessment	Required
	IPp3	Operations Assessment and Policy	Operations Assessment and Policy	Operations Assessment and Policy	Required
	IPp4	Current Facilities Requirements and O+M Plan	Current Facilities Requirements and O+M Plan	Current Facilities Requirements and O+M Plan	Required
	IPc1	Operational Planning for Resilience	Operational Planning for Resilience	Operational Planning for Resilience	1
	IPc2	Worker Safety and Training	Worker Safety and Training	Worker Safety and Training	1

	Location and Transportation (LT)	Location and Transportation (LT)	Location and Transportation (LT)	Location and Transportation (LT)	8
	LTc1	Sustainable Transportation Performance	Sustainable Transportation Performance	Sustainable Transportation Performance	6
	LTc2	Transportation Demand Management	Transportation Demand Management	Transportation Demand Management	1
	LTc3	Electric Vehicles	Electric Vehicles	Electric Vehicles	1

	Sustainable Sites (SS)	Sustainable Sites (SS)	Sustainable Sites (SS)	Sustainable Sites (SS)	2
	SSc1	Heat Island Reduction	Heat Island Reduction	Heat Island Reduction	1
	SSc2	Light Pollution and Bird Collision Reduction	Light Pollution and Bird Collision Reduction	Light Pollution and Bird Collision Reduction	1

	Water Efficiency (WE)	Water Efficiency (WE)	Water Efficiency (WE)	Water Efficiency (WE)	15
	WEp1	Water Metering and Reporting	Water Metering and Reporting	Water Metering and Reporting	Required
	WEc1	Water Efficiency Performance	Water Efficiency Performance	Water Efficiency Performance	14
	WEc2	Advanced Water Metering	Advanced Water Metering	Advanced Water Metering	1

	Energy and Atmosphere (EA)	Energy and Atmosphere (EA)	Energy and Atmosphere (EA)	Energy and Atmosphere (EA)	34
EAp1 Carbon Projection from Energy Use	EAp1 Carbon Projection from Energy Use	EAp1 Carbon Projection from Energy Use	EAp1 Carbon Projection from Energy Use	EAp1 Carbon Projection from Energy Use	Required
	EAp2	Energy Monitoring and Reporting	Energy Monitoring and Reporting	Energy Monitoring and Reporting	Required
	EAp3	Minimum Energy Performance	Minimum Energy Performance	Minimum Energy Performance	Required
	EAp4	Fundamental Refrigerant Management	Fundamental Refrigerant Management	Fundamental Refrigerant Management	Required
	EAc1	Greenhouse Gas Emissions Reduction Performance	Greenhouse Gas Emissions Reduction Performance	Greenhouse Gas Emissions Reduction Performance	12
	EAc2	Optimized Energy Performance	Optimized Energy Performance	Optimized Energy Performance	12
	EAc3	Enhanced Refrigerant Management Performance	Enhanced Refrigerant Management Performance	Enhanced Refrigerant Management Performance	2
	EAc4	Peak Load Reduction Performance	Peak Load Reduction Performance	Peak Load Reduction Performance	1
	EAc5	Decarbonization and Efficiency Plans	Decarbonization and Efficiency Plans	Decarbonization and Efficiency Plans	4
	EAc6	Peak Load Management	Peak Load Management	Peak Load Management	1
	EAc7	Commissioning	Commissioning	Commissioning	2

Materials and Resources (MR)	Col3	Col4	Col5	13
MRc1	Waste Reduction Performance	Waste Reduction Performance	Waste Reduction Performance	12
MRc2	Waste Reduction Strategies	Waste Reduction Strategies	Waste Reduction Strategies	1

Indoor Environmental Quality (EQ)	Indoor Environmental Quality (EQ)	Indoor Environmental Quality (EQ)	Indoor Environmental Quality (EQ)	26
EQp1	Verification of Ventilation and Filtration	Verification of Ventilation and Filtration	Verification of Ventilation and Filtration	Required
EQp2	No Smoking	No Smoking	No Smoking	Required
EQc1	Indoor Air Quality Performance	Indoor Air Quality Performance	Indoor Air Quality Performance	10
EQc2	Ventilation Performance	Ventilation Performance	Ventilation Performance	5
EQc3	Occupant Experience Performance	Occupant Experience Performance	Occupant Experience Performance	3
EQc4	Facility Stewardship Performance	Facility Stewardship Performance	Facility Stewardship Performance	3
EQc5	Air Filtration	Air Filtration	Air Filtration	1
EQc6	Resilient Spaces	Resilient Spaces	Resilient Spaces	1
EQc7	Green Cleaning	Green Cleaning	Green Cleaning	2
EQc8	Integrated Pest Management	Integrated Pest Management	Integrated Pest Management	1

Project Priorities (PR)	Project Priorities (PR)	Project Priorities (PR)	Project Priorities (PR)	10
PRc1	Project Priorities			10

Decarbonization	Col2	Col3
IP Prerequisite	Climate Resilience Assessment	Required
IP Prerequisite	Operations Assessment and Policy	Required
IP Prerequisite	Current Facilities Requirements and O+M Plan	Required
LT Credit	Sustainable Transportation Performance	6
LT Credit	Transportation Demand Management	1
LT Credit	Electric Vehicles	1
SS Credit	Heat Island Reduction	1
WE Credit	Water Efficiency Performance	14
WE Credit	Advanced Water Metering	1
EA Prerequisite	Carbon Projection from Energy Use	Required
EA Prerequisite	Energy Monitoring and Reporting	Required
EA Prerequisite	Minimum Energy Performance	Required
EA Prerequisite	Fundamental Refrigerant Management	Required
EA Credit	Greenhouse Gas Emissions Reduction Performance	12
EA Credit	Optimized Energy Performance	12
EA Credit	Enhanced Refrigerant Management Performance	2
EA Credit	Peak Load Reduction Performance	1
EA Credit	Decarbonization and Efficiency Plans	4
EA Credit	Peak Load Management	1
EA Credit	Commissioning	2
MR Credit	Waste Performance	12
MR Credit	Waste Reduction Strategies	1

WE Prerequisite	Water Metering and Reporting	Required
WE Credit	Water Performance	14
WE Credit	Advanced Water Metering	1
MR Credit	Waste Reduction Performance	12
MR Credit	Waste Reduction Strategies	1
EQ Credit	Integrated Pest Management	1

Achievement pathways	Points
Existing Buildings	N/A
Site Survey and Human Impact Assessment

Project types	Option	Path	Documentation
All	All	All	The project’s operations assessment (using the_USGBC_ Operations Assessment Template or equivalent)
All	All	All	Confirmation that an operations policy or policies have been developed and/or updated to address the parameters within the project and site management control for all required operational elements
All	All	All	Description of how the policy or policies were communicated to all occupants and the building manager
All	All	All	List of individuals responsible for implementation

Project types	Options/ Paths	Documentation
All	All	Confirm that a current facilities requirement and operations and maintenance plan containing the following information is maintained and all information in the plan is up to date: • Current sequence of operations for the building • Project occupancy schedule • Equipment run-time schedules • Setpoints for all HVAC equipment • Setpoints for lighting levels throughout the project • Information on ventilation system operation and preventative maintenance as outlined in_ASHRAE 62.1-2022_, Table 8.1 • Changes in schedules or setpoints for different seasons, days of the week, and times of day • Systems narrative for mechanical and electrical systems and equipment in the project • Preventive maintenance plan for mechanical, electrical, and envelope systems and equipment in the project
All	All	CFR and O+M Plan or excerpts from the plan for the following elements: • Project occupancy schedule • Systems narrative for mechanical and electrical systems and equipment • And for at least two distinct systems: • Equipment run-time schedules • HVAC equipment setpoints • Preventative maintenance plan, including specific tasks and schedule. At least one system must include_ASHRAE_ 62.1- 2022, Table 8.1 tasks. Include additional excerpts for systems or processes referenced in the following credits (if pursued): • EAc6: Peak Load Management, Option 1. Demand Side Management • EQp1: Verification of Ventilation and Filtration • EQc6: Resilient Spaces • EAc7: Commissioning

Project types	Option	Path	Documentation
All	All	All	Emergency response plan
All	All	All	Narrative describing the process for ongoing review and plan updates

Achievement pathways	Points
Existing Buildings	1
Operations Safety Plan	1
AND	AND
Worker Safety Training	Worker Safety Training

Project types	Options	Documentation
All	All	Operations safety plan
All	All	Confirm that an annual safety review has been performed and was used to inform the operations safety plan
All	All	Narrative summarizing the training strategy, including information on training conducted (e.g., frequency and number of training sessions, number of workers trained, topics covered, types of training modules (e.g., in-person, online, hands-on) and trainer credentials)
All	All	Description of procedures for workers to report safety incidents and address unsafe conditions
All	All	Confirm that training for all new hires and training review sessions have been conducted annually, at a minimum, for existing staff
All	All	For projects with over 100 FTEs, confirm that first aid, CPR, and AED training was conducted for a minimum of one O+M staff member

Sustainable transportation rate	Points
> 0%	1
10%	2
25%	3
40%	4
65%	5
80%	6

Walk Score®	Points
50–59	1
60–69	2
70–79	3
80–84	4
85–89	5
90–94	6

Project types	Options	Paths	Documentation
			Sustainable transportation rate calculations
	Option 2. Location- Efficiency Score	All	Project’s Walk Score®

Achievement pathways	Points
Existing Buildings	1–6
Option 1. Transportation Survey	1–6
OR
Option 2. Location Efficiency Score	1–6

Project types	Options	Paths	Documentation
All	Option 1. Transportation Survey	All	Copy of the transportation survey(s) administered to regular building occupants and visitors (if applicable)
All	Option 1. Transportation Survey	All	Dates during which the survey was conducted
All	Option 1. Transportation Survey	All	If survey was administered outside of Arc: transportation survey data input template
All	Option 1. Transportation Survey	All	Proof of USGBC approval of custom survey (if applicable)
All	Option 1. Transportation Survey	All	Required response rate calculations

Achievement pathways	Points
Existing Buildings	1
Option 1. Unbundled Parking	1
OR
Option 2. Shared Mobility Options	1
OR
Option 3. Bicycle Network and Storage	1

Col1	Commercial, institutional, schools, health care	Residential	Mixed-use	Retail
Short- term storage	At least 2.5% of all peak visitors but no fewer than four spaces per building	At least 2.5% of all peak visitors but no fewer than four spaces per building	Meet the storage requirements for the nonresidential and residential portions of the project separately	At least two short-term bicycle storage spaces for every 5,000 sq. ft. (465 sq. m.) but no fewer than two storage spaces per building
Long- term storage	At least 5% of all regular building occupants but no fewer than four storage spaces per building, in addition to short-term storage spaces	At least 15% of all regular building occupants but no less than one storage space per three dwelling units in addition to short- term storage spaces	At least 15% of all regular building occupants but no less than one storage space per three dwelling units in addition to short- term storage spaces	At least 5% of regular building occupants but no fewer than two storage spaces per building, in addition to the short-term bicycle storage spaces

Project types	Options	Paths	Documentation
All	Option 1. Unbundle d Parking	All	Narrative identifying the parking fees and explaining how the rate charged is equal to or greater than the local market rate for parking
All	Option 1. Unbundle d Parking	All	Documentation confirming local market parking rate
All	Option 2. Shared Mobility Options	All	Documentation demonstrating mobility services on site or a functional entrance within a walking distance of 0.25 miles (400 meters) (e.g., a site plan or annotated aerial image with scale)
All	Option 2. Shared Mobility Options	All	Calculation demonstrating the mobility option serves a minimum of 2% of regular building occupants
All	Option 2. Shared Mobility Options	All	Confirmation that the project owner or management covers any associated fees for the identified shared mobility services used by specified regular building occupants
All	Option 3. Bicycle Network and Storage	Bicycle Network	Vicinity map showing the bicycle network meeting the required criteria and walking/bicycling distance from the functional building entrance and/or bicycle storage to existing or planned bicycle network
All	Option 3. Bicycle Network and Storage	Bicycle Network	Confirmation that any sidewalks contributing as part of the bicycle network are permitted for bicycle use by local code
All	Option 3. Bicycle Network and Storage	Bicycle Storage	Site plan or aerial image showing main and functional building entrances, short-term bicycle storage and long-term bicycle storage and shared micromobility storage (if applicable), walking distance from short-term storage to the main entrance and from long-term storage to a functional entrance
All	Option 3. Bicycle Network and Storage	Bicycle Storage	Short-term bicycle parking calculations by space type
All	Option 3. Bicycle Network and Storage	Bicycle Storage	Long-term bicycle parking calculations by space type
Schools	Option 3. Bicycle Network and Storage	Bicycle Network	Documentation demonstrating dedicated bicycle lanes, or sidewalks if applicable, that extend from the student bike- parking location to at least the end of the school property without any barriers

Commercial minimum EVSE parking	Points
5% or at least 2 spaces, whichever is greater	1
Residential minimum EVSE parking	Points
10% or at least 5 spaces, whichever is greater	1

Project types	Options	Paths	Documentation
All	All	All	Site plan or photograph identifying all parking spaces used by the project and all parking with EVSE including clear identification of at least 1 EVSE in an accessible parking space
All	All	All	Confirmation that an accessible parking space is provided that measures at least nine feet (2.5-meters) wide with a five-foot (1.5-meters) access aisle and has charging station accessibility features for use by persons with mobility, ambulatory and visual limitations
All	All	All	Number of commercial EVSE parking spaces
All	All	All	Number of residential number of EVSE parking spaces
All	All	All	Confirmation that EVSE meets all criteria identified in the rating system requirements (for example, product information from manufacturer or contract specification)

Col1	Slope	Initial SRI	Aged SRI
Low-sloped roof	≤ 2:12	82	64
Steep-sloped roof	> 2:12	39	32

Project types	Options	Paths	Documentation
All	All	All	Weighted average nonroof and roof calculation
All	All	All	Heat island reduction calculations
All	All	All	Site plan or annotated aerial view image identifying nonroof measures, roof areas including high reflectance and vegetated areas, and hardscape areas
All	All	All	The plant species list for the vegetated roof if applicable

Achievement pathways	Points
Existing Buildings	1
Option 1. Limit Uplight	1
OR
Option 2. Bird Collision Reduction	1

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855773667-LEED-v5-O-M-Reference-Guide-Launch-Edition-1 - Full Extract

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LEED v5 REFERENCE GUIDE

OPERATIONS AND MAINTENANCE

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TABLE OF CONTENTS

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PREFACE

THE CASE FOR GREEN BUILDING

ABOUT LEED

HISTORY OF LEED

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LEED’S GOALS

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BENEFITS OF USING LEED

LEED CERTIFICATION PROCESS

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GETTING STARTED

ABOUT THIS GUIDE

WHAT’S INSIDE

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CREDIT CATEGORIES

RATING SYSTEM SELECTION

LEED FOR BUILDING DESIGN AND CONSTRUCTION (BD+C)

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LEED FOR INTERIOR DESIGN AND CONSTRUCTION (ID+C)

LEED FOR BUILDING OPERATIONS AND MAINTENANCE (O+M)

PROJECT TYPE REQUIREMENTS

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TENANT EXCLUSION PROVISIONS FOR EXISTING BUILDINGS

KEY TIMELINES FOR EXISTING BUILDINGS

PROJECT OCCUPANCY

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REGULAR BUILDING OCCUPANTS

VISITORS

DEFAULT OCCUPANCY COUNTS

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AVERAGE VS. PEAK OCCUPANCY

MINIMUM OCCUPANCY

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EQUIVALENCIES

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LEED PLATINUM REQUIREMENTS

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MINIMUM PROGRAM REQUIREMENTS (MPR)

MPR 1. MUST BE IN A PERMANENT LOCATION ON EXISTING LAND

INTENT

REQUIREMENTS

MPR 2. MUST USE REASONABLE LEED BOUNDARIES

INTENT

REQUIREMENTS

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MPR 3. MUST COMPLY WITH PROJECT SIZE REQUIREMENTS

INTENT

REQUIREMENTS

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RATING SYSTEM SCORECARDS

CREDIT CATEGORY VIEW

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IMPACT AREA VIEW

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INTEGRATIVE PROCESS, PLANNING, AND ASSESSMENTS (IP)

OVERVIEW

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CLIMATE RESILIENCE ASSESSMENT

INTENT

Project types	Options	Paths	Documentation
All	Option 1. Limit Uplight	All	Documentation demonstrating that all exterior fixtures with a light output greater than 1,000 lumens meet the full cutoff requirements (e.g., product cutsheets with luminaire shielding information and/or photographs of the fixture)
All	Option 1. Limit Uplight	All	Identification of the interior lighting measures that are in place
All	Option 1. Limit Uplight	All	Identification of the exterior lighting measures that are in place
All	Option 2. Bird Collision Reduction	All	List of exterior glass types used in the project, and their installed height (from relevant grade), identified by type according to the American Bird Conservancy’s (ABC) Threat Factor Database
All	Option 2. Bird Collision Reduction	All	Documentation identifying all glass used below specified heights on the exterior of the building and site, the relevant grade points, and relevant elevation markers (i.e., exterior elevations, photographs, window specifications)

Project types	Options	Paths	Documentation
All	All	All	Confirmation the project has permanent water meters for all potable and alternative water sources for the building and associated grounds
All	All	All	Confirmation that alternative water sources are metered separately from municipally supplied potable water
All	All	All	Confirmation that the facility manager and/or tenant(s) can access the meter data
All	All	All	Commit to ongoing reporting of whole-project water usage data on an annual basis following certification
All	All	All	Narrative describing the location of the water meters and the water source for each meter serving the building and associated grounds
All	All	All	Documentation confirming water consumption values and dates highlighted verifying all consumption data provided for the 12-month reporting period. Acceptable documentation includes utility bills, data directly imported from the utility to the ENERGY STAR® Portfolio Manager, direct exports from utility providers, in-house meter logs, and BAS data. If providing data directly imported from the utility to ENERGY STAR® Portfolio Manager, direct exports from utility providers, in- house meter logs, and BAS data, and indicate the source and type of the documentation.
Campus	All	All	Documentation demonstrating campus-level irrigation water sources with prorated irrigation data and supporting calculations, methodology for proration, and documentation with campus water consumption values and dates highlighted verifying campus consumption data provided for the 12-month reporting period. Acceptable documentation includes utility bills, data directly imported from the utility to the ENERGY STAR® Portfolio Manager, direct exports from utility providers, in-house meter logs, and BAS data. If providing data directly imported from the utility to ENERGY STAR® Portfolio Manager, direct exports from utility providers, in-house meter logs, and BAS data, and indicate the source and type of the documentation.

Space type	Water use intensity threshold (gal/sq. ft./yr)	Water use intensity threshold (l/sq. m./yr)
College/university	12	489
Hospital	53	2,160
Hospitality	49	1,997
Industrial manufacturing	14	570
K–12 school	11	448
Laboratory	53	2,160
Medical office	22	896
Office	13	530
Other	22	896
Public assembly	12	489
Public order and safety	26	1,059
Residential	44	1,793
Retail	9	367
Senior living community	57	2,323
Service	9	367
Supermarket	30	1,222
Transit	15	611
Warehouse/distribution center	2	81

Percent reduction from one-point water use intensity threshold (Table 1)	Points
Meet space type baseline threshold	1
2%	2
6%	3
10%	4
14%	5
18%	6
22%	7
26%	8
30%	9
34%	10
38%	11
42%	12
46%	13
50%	14

Project types	Options	Paths	Documentation
All	All	All	Project baseline water use intensity threshold
All	All	All	Project water use intensity
All	All	All	Percent reduction from baseline water use intensity threshold

Project types	Options	Paths	Documentation
All	All	All	Identification of two or more water subsystems that are metered
All	All	All	Confirmation water meters (including whole-building meters) are recorded at least weekly and used to regularly analyze time trends
All	All	All	Narrative describing the time trend analysis process and how the information is used at the project
All	All	All	Confirmation meters are calibrated within the manufacturer’s recommended interval if the building owner, management organization, or tenant owns the meter (as applicable)

Achievement pathways	Points
Existing Buildings	N/A
Operational Carbon Projection
AND	AND
Building Performance Standard Business-as-Usual Projection	Building Performance Standard Business-as-Usual Projection

End use	Electrical used (Y/N)	Fuel used (Y/N) and type	% of Total electrical use	% of Total fuel use	% of Site energy use
Space heating
Water heating
Cooking
Space cooling
Lighting
Plug, process, and other

Project types	Options	Paths	Documentation
Existing Buildings	All	All	Ordinance-specific building-as-usual (BAU) carbon projection showing energy and/or carbon caps applicable to the project, and, if applicable, annual fines for exceeding caps over a 25-year period (for projects subject to a BPS only)
Existing Buildings	All	All	Confirmation that the building owner or owner’s rep has reviewed the carbon projection
Existing Buildings	All	All	High-level estimated end-use breakdown

Achievement pathways	Points
Existing Buildings	N/A
Energy Monitoring
AND	AND
Report Energy Data	Report Energy Data