SFP study materials
SFP study resources

SFP cheat sheet

SFP · Keep the key ideas within reach.

Quick reference

Strategy and Alignment for Sustainable Facility Management

  • Triple bottom line: sustainability decisions are evaluated on three axes - social (people), environmental (planet), and economic (profit); a facility initiative justified on cost alone is incomplete.

  • Alignment test: an initiative enters the sustainability strategy only if it maps to at least one organizational goal, has a named owner, a metric, and a target date.

  • Materiality test: a topic is material when it significantly affects environmental, social, or economic performance AND could influence stakeholder decisions; material topics set reporting and program priorities.

  • ISO 14001 environmental management systems run on Plan-Do-Check-Act and require an environmental policy, a register of aspects and impacts, a legal compliance register, objectives and targets, and management review.

  • Simple payback (years) = initial project cost / annual savings; simple payback ignores the time value of money, so long-horizon facility investments are also screened with life-cycle cost or NPV.

  • Influence/interest grid: high influence + high interest = engage closely; high influence + low interest = keep satisfied; low influence + high interest = keep informed; low + low = monitor.

  • Charrette: a facilitated multi-stakeholder workshop held early, before design is fixed, to agree sustainability goals, performance targets, and trade-offs among owner, designers, operators, and users.

  • Reporting frameworks: GRI = broad ESG disclosure standards; CDP = climate, water, and forest questionnaires for investors and customers; GRESB = ESG benchmark for real estate and infrastructure portfolios; ENERGY STAR Portfolio Manager = energy benchmarking.

  • Green lease: clauses allocating responsibility between owner and tenant for data sharing, submetering, cost recovery of efficiency upgrades, and minimum operating standards - used to remove split incentives.

Quick reference

Managing Sustainable Facilities

  • Life-cycle assessment stages: raw material extraction, manufacture, transport, use, maintenance, and end of life; alternatives are comparable only when they share the same functional unit and system boundary.

  • Environmentally preferable purchasing rule: specify recycled content, low VOC emissions, water and energy efficiency, durability, and take-back; verify claims with third-party certifications rather than marketing language.

  • Commissioning verifies that installed systems meet the Owner's Project Requirements (OPR) and the basis of design; retro-commissioning applies the same process to an existing building that has drifted from design.

  • Energy project screening: rank by annual savings times cost-effectiveness (simple payback against a hurdle rate), and check interactive effects - lighting savings also reduce cooling load but may raise heating load.

  • IPMVP M&V options: A = retrofit isolation with measured parameters; B = retrofit isolation with some stipulated parameters; C = whole-building utility meter comparison; D = calibrated computer simulation.

  • Waste hierarchy, in order of preference: prevent/reduce, reuse, recycle or compost, recover energy, dispose in landfill last.

  • Indoor environmental quality references: ASHRAE 62.1 for minimum ventilation rates, ASHRAE 55 for thermal comfort, plus low-emitting materials, daylight and views, and acoustic criteria.

  • Certification selection rule: LEED BD+C for new construction and major renovation; LEED O+M for existing buildings scored on measured operating performance; WELL and Fitwel target occupant health rather than building performance.

  • Water measures: low-flow fixtures and flush valves, submetering by end use, leak detection, native or adaptive landscaping, and cooling tower conductivity control to raise cycles of concentration.

Quick reference

Operating Sustainable Facilities

  • Energy use intensity (EUI) = annual energy consumption / conditioned floor area, in kBtu/ft² or kWh/m²; it normalizes for size so buildings of different scale can be compared and trended.

  • ENERGY STAR score: 1–100 rating from EPA Portfolio Manager comparing weather-normalized source energy use against similar buildings; 75 or higher is the certification threshold for eligible property types.

  • HVAC efficiency controls: air-side economizer for free cooling, demand-controlled ventilation via CO2 sensors, optimal start/stop, static pressure and supply air temperature resets, and staging of chillers and boilers.

  • Lighting operations: reduce lighting power density with LEDs, add occupancy sensing and daylight dimming, and manage lamps, ballasts, and batteries as universal waste because of mercury and heavy metals.

  • Cooling tower water use falls as cycles of concentration rise; each additional cycle cuts blowdown and makeup water but increases scaling risk, so conductivity, biocide, and bleed control are monitored together.

  • Green cleaning: certified low-emission products, dilution control, microfiber tools, entryway matting, and day-cleaning or after-hours equipment scheduling to protect indoor air quality and occupant comfort.

  • Integrated pest management: monitor and identify pests, set action thresholds, apply sanitation, exclusion, and least-hazardous treatment first, and communicate pesticide use to occupants.

  • Waste operations: right-size and co-locate containers where waste is generated, control contamination in recycling streams, and require hauler weight and diversion reporting to verify performance.

  • Measurement and verification converts utility and submeter data into reported savings by comparing measured use against a weather- and occupancy-adjusted baseline; unverified savings cannot be defended in budget cycles.