EDGE EDGE-Expert - Excellence in Design for Greater Efficiencies (EDGE Expert) Exam

The baseline assumptions in EDGE software, known as the Base Case, are critical for calculating resource savings and are determined using standardized data. The EDGE Methodology Report explains: "Baseline assumptions in EDGE, referred to as the Base Case, are determined by market surveys of typical construction practices in the project’s country, reflecting common materials, systems, and design practices for the selected typology and location" (EDGE Methodology Report Version 2.0, Section 3.1: Base Case Determination). Option C, market survey of typical construction practices, aligns with this methodology. Option A (EDGE software users) is incorrect, as users do not set the baseline; they input project-specific data. Option B (EDGE Auditors) is also incorrect, as auditors verify compliance, not establish baselines. Option D (market survey of best construction practices) is wrong because EDGE uses typical practices, not best practices, to create a realistic benchmark, as clarified in the EDGE User Guide: "The Base Case reflects typical local practices, not best practices, to ensure a fair comparison for resource savings" (EDGE User Guide, Section 2.3: Using the EDGE App).

The EDGE certification process involves various fees, including registration and certification fees, and assigns clear responsibility for their payment. The EDGE Certification Protocol explicitly states: "The EDGE Client, typically the project owner or developer, is responsible for paying the EDGE certification fees, which include the registration fee to enter the project into the system and the certification fee upon successful completion of the audit process. These fees are paid to the EDGE Certification Provider to cover the costs of certification" (EDGE Certification Protocol, Section 2.1: Registration). Option B, EDGE Client, directly aligns with this responsibility, as the Client is the party seeking certification and thus bears the financial obligation. Option A (EDGE Expert) is incorrect, as the Expert provides consultancy services and is typically paid by the Client, not responsible for certification fees: "The EDGE Expert may assist with the certification process, but the Client is responsible for all fees associated with registration and certification" (EDGE Expert and Auditor Protocols, Section 2.1: Roles of EDGE Expert). Option C (EDGE Operations and Management Team) is also incorrect, as this team oversees the EDGE program, not individual project fees: "The EDGE Operations and Management Team manages the program at a global level and does not handle or pay project-specific certification fees" (EDGE Certification Protocol, Section 1.3: Program Structure). Option D (Local Green Building Council) may act as a Certification Provider in some regions, but they receive the fees, not pay them: "Local Green Building Councils, such as those partnered with GBCI, may serve as Certification Providers, but the payment of fees is the responsibility of the Client, not the Council" (EDGE User Guide, Section 6.1: Project Preparation). The EDGE User Guide further reinforces: "The Client must budget for andpay all EDGE certification fees, ensuring timely payment to the Certification Provider to avoid delays in the certification process" (EDGE User Guide, Section 6.1: Project Preparation). The EDGE Certification Protocol adds: "Certification fees are typically invoiced by the Certification Provider, such as GBCI, and must be settled by the Client to receive the final EDGE certificate" (EDGE Certification Protocol, Section 3.3: Certification Decision). Thus, the EDGE Client (Option B) is responsible for paying the certification fees.

An occupancy permit indicates that a building meets local regulatory requirements for occupancy,but it does not address the specific green building measures required for EDGE certification. The EDGE Certification Protocol clearly outlines the role of such permits in the audit process: "A local occupancy permit provided by the Client confirms that the building complies with local building codes and is ready for use. However, it does not replace the need to audit all EDGE measures, as EDGE certification requires verification of specific energy, water, and materials efficiency measures that are not typically covered by local permits" (EDGE Certification Protocol, Section 3.4: Post-Construction Requirements). Option A, does not replace the need to audit all EDGE measures, directly aligns with this guidance, as the Auditor must still verify each claimed measure (e.g., insulation, low-flow fixtures, fly ash concrete) against EDGE standards. Option B (replaces the need to audit all EDGE measures) is incorrect, as the permit does not address EDGE-specific requirements: "Local permits do not verify EDGE measures like energy savings or embodied energy reductions, so a full audit is still required" (EDGE Expert and Auditor Protocols, Section 4.4: Site Audit Procedures). Option C (does not replace the need for desktop studies) is partially correct but less comprehensive, as desktop studies are only one part of the audit process: "Desktop studies are part of the audit, but the occupancy permit does not exempt any aspect of the EDGE audit, including site visits and measure verification" (EDGE Certification Protocol, Section 3.2: Audit Requirements). Option D (replaces the need to audit EDGE Materials measures) is also incorrect, as materials measures (e.g., use of fly ash concrete) require specific evidence like manufacturer’s data sheets, not covered by an occupancy permit: "Materials measures require detailed documentation of embodied energy reductions, which local permits do not address" (EDGE User Guide, Section 7.2: Materials Efficiency Measures). The EDGE User Guide further reinforces: "The Auditor must verify all EDGE measures through appropriate documentation and site visits, regardless of local permits, to ensure compliance with the EDGE standard" (EDGE User Guide, Section 6.3: Post-Construction Certification). Thus, the occupancy permit does not replace the need to audit all EDGE measures (Option A).

Maintaining EDGE Auditor status involves specific requirements to ensure ongoing competence. The EDGE Expert and Auditor Protocols outline these requirements: "To maintain their status, EDGE Auditors must perform at least one project site audit every two years, attend refresher training as required by IFC, and stay updated by studying the EDGE user guides and protocols as they are revised" (EDGE Expert and Auditor Protocols, Section 5.1: Maintaining Auditor Status). Option A (performing at least one project site audit every two years) is explicitly required to demonstrate active engagement. Option B (studying the EDGE user guides as updated) is also necessary to stay current with program changes. Option D (attending refresher training) is mandated to ensure continued education. However, Option C (retaking the auditor exam) is not a requirement for maintaining status: "Once certified, EDGE Auditors are not required to retake the exam to maintain their status, though they may need to retake it if their certification lapses or if significant program changes occur" (EDGE Expert and Auditor Protocols, Section 5.2: Recertification Conditions). Since the question focuses on maintaining status, not recertification after lapse, retaking the exam is not a standard requirement. Thus, retaking the auditor exam (Option C) does not contribute to maintaining Auditor status.

EDGE Auditors must meet specific requirements to maintain their licensed status, ensuring they remain active and competent in their role. The EDGE Expert and Auditor Protocols provide detailed guidance: "To maintain their licensed status, EDGE Auditors must undertake at least one building project audit every two years. This requirement ensures that Auditors remain actively engaged in the certification process and maintain their practical experience in verifying EDGE projects" (EDGE Expert and Auditor Protocols, Section 5.1: Maintaining Auditor Status). Option A, undertake at least one building project audit every two years, directly aligns with this requirement. Option B (attend refresher training for at least two hours every two years) and Option C (attend refresher training for at least two hours every three years) are incorrect, as the protocols specify a different training requirement: "EDGE Auditors must attend refresher training as required by IFC, typically every three years, but the duration is not specified as a minimum of two hours; the focus is on completing the training, not the exact hours" (EDGE Expert and Auditor Protocols, Section 5.1: Maintaining Auditor Status). Option D (undertake at least one building project audit every three years) is also incorrect, as the required frequency is every two years, not three: "A three-year interval for audits does not meet the requirement of one audit every two years, which is necessary to ensure ongoing competence" (EDGE Expert and Auditor Protocols, Section 5.1: Maintaining Auditor Status). The EDGE User Guide supports this by stating: "Auditors maintain their status by conducting at least one audit every two years, ensuring they stay familiar with EDGE standards and procedures through active practice" (EDGE User Guide, Section 6.5: Working with EDGE Auditors). Additionally, the protocols note: "Failure to conduct an audit within two years may result in a lapse of Auditor status, requiring recertification through additional training or re-examination" (EDGE Expert and Auditor Protocols, Section 5.2: Recertification Conditions). Thus, undertaking at least one audit every two years (Option A) is the correct requirement for maintaining EDGE Auditor status.

EDGE Auditors must adhere to strict protocols ensuring that all claimed measures are supported by verifiable evidence, especially during audits. The EDGE Expert and Auditor Protocols state: "If a claimed measure, such as water-efficient faucets, lacks supporting documentation like specifications or manufacturer’s data sheets, the Auditor must exclude the measure from the project assessment. The Auditor is not permitted to test equipment, substitute evidence, or mandate replacements, as their role is to verify, not rectify, the Client’s submission" (EDGE Expert and Auditor Protocols, Section 4.2: Evidence Verification). Option A, exclude the faucets from the project, aligns with this protocol, as the lack of specifications prevents verification. Option B (test the faucets’ flow rates) is incorrect, as Auditors cannot conduct tests: "Auditors are not responsible for testing equipment; they must rely on provided documentation" (EDGE Certification Protocol, Section 3.2: Audit Requirements). Option C (require the owner to replace the faucets) oversteps the Auditor’s role: "Auditors cannot mandate changes to the project; they assess what is submitted" (EDGE Expert and Auditor Protocols, Section 2.3: Conflict of Interest). Option D (find a product with the same parameters) is also prohibited: "Auditors cannot substitute or assume evidence on behalf of the Client" (EDGE Expert and Auditor Protocols, Section 4.2: Evidence Verification). Thus, the Auditor should exclude the faucets (Option A).

Lamp efficiency in EDGE is a key factor in reducing energy consumption for lighting, a critical green building design strategy. The EDGE User Guide defines lamp efficiency: "In EDGE, a moreefficient lamp is one that provides higher lumens per watt, meaning it produces more light output (lumens) for the same electrical input (watts). This metric, known as luminous efficacy, is used to evaluate lighting efficiency measures like EEM22 - Efficient Lighting for Internal Areas" (EDGE User Guide, Section 4.4: Lighting Efficiency Measures). Option A, more lumens/watt, directly aligns with this definition, as it indicates greater efficiency in converting electricity to light. Option B (lower watts/m²) refers to lighting power density, which is a design metric, not a lamp characteristic: "Watts/m² is a measure of lighting power density for a space, not the efficiency of an individual lamp" (EDGE Methodology Report Version 2.0, Section 5.4: Lighting Calculations). Option C (longer life) relates to durability, not efficiency: "Lamp life affects maintenance costs but is not a direct measure of energy efficiency in EDGE" (EDGE User Guide, Section 4.4: Lighting Efficiency Measures). Option D (lower wattage) alone does not indicate efficiency, as a lamp with lower wattage but poor light output would be less efficient: "Lower wattage must be paired with adequate lumens to improve efficiency" (EDGE Methodology Report Version 2.0, Section 5.4: Lighting Calculations). Thus, more lumens/watt (Option A) describes a more efficient lamp.

The EDGE framework strictly enforces separation of roles to maintain integrity and avoid conflicts of interest during the certification process. The EDGE Expert and Auditor Protocols explicitly address this issue: "An individual cannot serve as both the EDGE Expert and EDGE Auditor on the same project. This separation ensures independence in the audit process, as the Expert’s role as a consultant advising the project team could bias the Auditor’s objective assessment of the project’s compliance with EDGE standards" (EDGE Expert and Auditor Protocols, Section 2.3: Conflict of Interest). Option A, no, an EDGE Expert cannot be the EDGE Auditor on the same project, directly reflects this rule. Option B (no, even if the Certifier agrees to special terms) adds an unnecessary condition, as the protocols do not allow exceptions: "No exceptions are permitted for an individualto serve in both roles on the same project, regardless of agreements or special terms" (EDGE Expert and Auditor Protocols, Section 2.3: Conflict of Interest). Option C (yes, in all cases) is incorrect, as it contradicts the conflict-of-interest rules: "Allowing dual roles in all cases would undermine the impartiality required for certification" (EDGE Certification Protocol, Section 3.1: Certification Process). Option D (yes, if no other Auditors are available) is also incorrect, as availability does not override the conflict-of-interest prohibition: "Even if no other Auditors are available, the roles must remain separate; the Client must find a different Auditor or delay the audit" (EDGE Expert and Auditor Protocols, Section 4.1: Audit Process). The EDGE User Guide reinforces this principle: "The separation of Expert and Auditor roles ensures a fair and unbiased certification process, protecting the credibility of EDGE certification" (EDGE User Guide, Section 6.4: Working with EDGE Experts). Thus, it is not possible to be both (Option A).

The EDGE App assigns specific user roles to manage project collaboration and access within the software. The EDGE User Guide details the available roles: "In the EDGE App, user roles for project teams include Project Admin, who manages the project and has full access to edit and submit assessments, and other roles like Project Collaborator for team members contributing to the assessment. The Project Admin is responsible for overseeing the project’s self-assessment and coordinating with the team" (EDGE User Guide, Section 2.2: Project Setup). Option A, Project Admin, is explicitly listed as a role in the EDGE App. Option B (Project Architect) and Option C (Project Engineer) are not defined roles in the software, as the guide clarifies: "Roles like architect or engineer are project-specific titles, not EDGE App roles; team members are grouped under Project Admin or Collaborator" (EDGE User Guide, Section 2.2: Project Setup). Option D (Project Auditor) is also incorrect, as auditors have a separate role outside the project team: "Project Auditors are assigned by the Certification Provider and access the assessment separately, not as partof the project team’s roles in the EDGE App" (EDGE Certification Protocol, Section 3.1: Certification Process). Thus, Project Admin (Option A) is the correct user role available in the EDGE App.

EDGE Zero Carbon certification requires specific prerequisites and operational data to verify performance. The EDGE Certification Protocol details the requirements: "To apply for EDGE Zero Carbon certification, a project must first achieve EDGE Advanced certification, which requires at least 40% energy savings. Additionally, EDGE Zero Carbon certification mandates at least one year of operational data at 75% occupancy to confirm energy performance, after which carbon offsets can be purchased for the remaining energy use to achieve zero carbon status" (EDGE Certification Protocol, Section 2.3: Certification Levels). In this scenario, the building’s energy savings have increased to 60% with solar panels, qualifying it for EDGE Advanced (40% minimum). The next step is to gather one year of operational data before applying for EDGE Zero Carbon, making Option C (after achieving EDGE Advanced certification and gathering one year of operational data) correct. Option A (as soon as one year of operational data) skips the EDGE Advanced requirement: "EDGE Advanced is a prerequisite for EDGE Zero Carbon" (EDGE Certification Protocol, Section 2.3: Certification Levels). Option B (no wait time) is incorrect, as operational data is mandatory: "Operational data is required to verify performance for Zero Carbon certification" (EDGE User Guide, Section 6.3: Advanced Certifications). Option D (at the same time as EDGE Advanced and after two years) is wrong, as only one year of data is needed: "One year of operational data at 75% occupancy is sufficient for EDGE Zero Carbon" (EDGE Certification Protocol, Section 2.3: Certification Levels). Thus, Option C is the correct timeline.