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Extracted Content

• Developing an inventory of systems and equipment, including identifying the estimated end of useful life and replacement costs. The systems inventory will build off the systems identified in IPp4: Current Facilities Requirements and O+M Plan .

  • Creating an end-use analysis of fuel and electricity. This step in the preplanning process is a requirement under EAp1: Carbon Projection from Energy Use .

  • Collecting any audits, retro-commissioning reports, and other energy-related analyses that have been performed. Such documents will likely contain useful information to inform the development of the SDP.

  • Creating a list of trigger events and timeline. Trigger events could include major equipment replacement or other events such as lease turnover, sun-setting of incentives, or refinancing.

  • Develop a minimum of two rough, conceptual plans for how the project could be decarbonized. Such plans must include ballpark estimates of onsite emissions reductions and site energy reductions and could include some estimates of capital costs. It is recommended that these plans be presented at the charrette at the beginning of the planning phase to initiate planning.

In addition to the above requirements, it is recommended that project teams collect examples or case studies of decarbonization plans for similar projects. These can provide ideas and starting points for thinking about what might or might not work for the project.

Planning

The Planning Phase outlines an iterative process with increasing levels of rigor and analysis that must be used to be used in developing an SDP. Such an iterative process allows the team to think broadly at first and then to explore and compare different options that have been more carefully defined and analyzed, eventually deciding on the SDP they will pursue. Planning must include:

• Conducting a design charrette that includes as many team members as possible. Use the charrette to present information collected in the pre-planning phase, discuss conceptual plans, share insights into the implications of these plans, and sketch out a few decarbonization options to be further explored.

• Developing at least two decarbonization options, one of which must reduce on-site combustion by at least 90%. These options must include distinctly different strategies, not the same strategy with a few measures adjusted.

• Developing the SDP that the project team intends to pursue, which may be one of the decarbonization options but could be a new plan that may have developed from one of the options presented.

U.S. Green Building Council LEED v5 Reference Guide for Operations and Maintenance, April 2025 Launch Edition 174