NZEHH MSCENZ Choose Language Langue à Choisir English NZEHH iDP Introduction to the NZEHH Integra

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NZEHH MSCENZ Choose Language Langue à Choisir English NZEHH iDP Introduction to the NZEHH Integra Powered By Docstoc
					NZEHH / MSCENZ
  Choose Language / Langue à Choisir


              English
     NZEHH
      iDP                         Introduction to the NZEHH
                                       Integrated Design Process       Note that most worksheets are password protected to
How to use this system:                                                prevent accidental erasures. The password is "iDP". You
The iDP support system consists of this file and several               should also note that some worksheets (Context,
other reference files which can be accessed through                    KeySteps and IDPlist) make use of an Excel feature that
hyperlinks in this file.                                               allows various levels of detail to be shown. Click buttons
                                                                       in the upper left of these worksheets to change the detail
                                                                       level.

                                                                       This Version is dated August 16, 2006

 This tool is intended to provide guidance on how to implement         * Intro provides a general description of features and
 the Integrated Design Process (IDP) to the NZEHH projects and         procedures
 provides the teams with consistent step-by -step approach with
 no requirements other than recording the steps in provided            * ProjectSpec allows users to define the project in broad
 areas.                                                                terms, such as number of separate elements in the process,
 The system is primarily intended for use in the design of new         occupancy types, gross areas, heights etc. These initial
 buildings, but the principles can be applied to various situations.   definitions are used by the Context and KeySteps worksheets to
 The premise of IDP is that the potential performance of housing       eliminate certain factors from consideration;
 can be considerably improved if a certain number of conditions
 are met. These include:                                               * Context provides a quick way of defining some of the urban
                                                                       and site context conditions that may eliminate certain steps in
 * Obtaining input from a broad cross-section of key actors early      the KeySteps worksheet. For example, if there is no existing
 in the process;                                                       building on the site, steps relating to the possible re-use of an
                                                                       existing building or materials from it will be greyed out;
 * Defining performance targets at the beginning of the design
 process, and referring to them throughout the process;                * KeySteps is the main worksheet in this file. The file is
                                                                       constructed to show a series of up to 116 potential key generic
 * Defining Context conditions that may affect the achievement of
                                                                       steps in the IDP process. We recognize that not all projects will
 performance targets;
                                                                       benefit from following all the steps, nor do they have to be
                                                                       followed in exact sequence. Experience has shown, however,
 * Following a number of key steps during the process, including
                                                                       that they form a useful checklist that will help to remind
 design workshops, simulation of energy performance and
                                                                       participants of important considerations. The worksheet is
 estimates of cost;
                                                                       constructed to show three levels of detail (see the buttons at the
                                                                       upper left hand corner of the sheet);
 Six worksheets are included in this file, in addition to the
 introduction. Most of the file is set up to receive a second
                                                                       *Diagram provides the graphic idea about the IDP and its
 language, but this has not yet been fully implemented.
                                                                       design iterations
 Worksheets include:




    Functional Relationships of Worksheets




This file and associated files were produced under a contract to the Office of Energy Efficiency, Natural Resources Canada and revised
under contract with Canada Mortgage and Housing Corporation in support of Net Zero Energy Healthy Housing pilot demonstartion
initiative. Anyone can make non-commercial use of this file, but for commercial uses, enquiries should be made to Michel Lamanque, at
<mlamanqu@nrcan.gc.ca>. For technical enquiries, contact Nils Larsson at <larsson@greenbuilding.ca>.
    PCI                  Introduction au processus de conception
  MSCENZ
                               intégré de la MSCENZ
                                                                           Note that most worksheets are password protected to
How to use this system:                                                    prevent accidental erasures. The password is "iDP". You
The iDP support system consists of this file and several                   should also note that some worksheets (Context,
other reference files which can be accessed through                        KeySteps and IDPlist) make use of an Excel feature that
hyperlinks in this file.                                                   allows various levels of detail to be shown. Click buttons
                                                                           in the upper left of these worksheets to change the detail
                                                                           level.

                                                                           This Version is dated August 16, 2006

 Cet outil donne des lignes directrices pour la mise en oeuvre du          * La section Intro présente une description générale des
 processus de conception intégré (PCI) pour les projets de                 fonctionnalités et procédures.
 MSCENZ et fournit aux équipes une méthode par étapes
 cohérente qui n’exige que l’enregistrement des étapes aux                 * La section ProjectSpec permet aux utilisateurs de
 endroits désignés.
                                                                           définir sommairement le projet, p. ex. nombre d’étapes
 Le système a été pensé pour la conception de nouveaux                     distinctes du processus, catégories d’occupation,
 bâtiments, mais les principes peuvent s’appliquer à diverses              superficies brutes, hauteurs, etc. Ces caractéristiques de
 situations. En suivant le principe de base du PCI, la                     base sont utilisées dans les feuilles de calcul Context et
 performance d'une habitation peut être considérablement                   KeySteps pour éliminer certains facteurs non pertinents
 améliorée si un certain nombre de conditions sont respectées. Il          au projet.
 faut ainsi :
                                                                           * La section Context permet de définir rapidement
 * obtenir l’apport d’un vaste échantillon d’acteurs clés en début         certaines conditions liées au milieu urbain ou au site qui
 de processus;
 * définir des cibles de rendement dès le début du processus de
                                                                           peuvent éliminer certaines étapes de la feuille de calcul
 conception et s’y référer tout au long du projet;                         KeySteps. Par exemple, si le site ne contient
 * définir les conditions contextuelles qui peuvent avoir un impact        présentement aucun bâtiment, les étapes relatives à la
 sur l’atteinte des objectifs de rendement;                                réutilisation possible des bâtiments actuels ou des
 * suivre un certain nombre d’étapes clés au cours du processus,           matériaux qu'ils contiennent seront ombragées.
 notamment les ateliers de conception, la simulation du
 rendement énergétique et les estimations de coûts.                        * La section KeySteps est la feuille de calcul principale du
                                                                           présent fichier. Le fichier est bâti pour montrer une suite
                                                                           contenant jusqu’à 116 étapes clés pouvant être utilisées
 Ce fichier contient six feuilles de travail, en plus de l'introduction.
 La plupart de ces feuilles de travail ont été conçues pour
                                                                           dans le PCI. Nous reconnaissons que ce ne sont pas tous
 accepter une deuxième langue, mais cette fonction n'est pas               les projets qui tireront avantage à suivre toutes les étapes
 encore entièrement mise en oeuvre. Les feuilles de travail sont :         et que celles-ci ne doivent pas absolument être suivies
                                                                           dans l’ordre indiqué. Cependant, l'expérience nous a
                                                                           appris que cette liste de vérification est utile pour rappeler
                                                                           aux participants des points importants à prendre en
                                                                           considération. La feuille de calcul a été conçue pour
                                                                           montrer trois niveaux de détail (remarquez les boutons
                                                                           dans le coin supérieur gauche de la feuille de calcul).

                                                                           * La section Diagram illustre le PCI et les itérations de
                                                                           conception.




Interactions fonctionnelles entre les feuilles de calcul




Ce fichier et les fichiers associés ont été produits dans le cadre d’un contrat de l’Office de l'efficacité énergétique de Ressources
naturelles Canada et révisés dans le cadre d’un contrat avec la Société canadienne d'hypothèques et de logement pour aider à l’initiative
de démonstration témoin de la Maison saine à consommation énergétique nette zéro. L’utilisation de ce fichier à des fins non
commerciales est permise. Pour en faire une utilisation commerciale, veuillez vous adresser à Michel Lamanque à l’adresse
mlamanqu@nrcan.gc.ca. Pour toute question d’ordre technique, veuillez communiquer avec Nils Larsson à l’adresse
larsson@greenbuilding.ca.
    NZEHH
                          Preliminary Project Specifications
     iDP

   The purpose of this worksheet is to identify the basic characteristics of the project, as
   far as may be known at this stage. Enter data only in yellow cells


                                                                           Preliminary
                                  Item                              Project Specifications

Project name                                                                  NZEHH
Location
Site area, m2                                                                  3,100
Total number of houses, Type 1                                                  8
Total gross area footprint, Type 1 houses, m2                                  110
Total private open space, Type 1 houses, m2                                     40
Total gross area above & below grade, Type 1 houses, m2                        260
Total number of houses, Type 2                                                  5
Total gross area footprint, Type 2 houses, m2                                   85
Total private open space, Type 2 houses, m2                                     30
Total gross area above & below grade, Type 2 houses, m2                        200
Total number of houses, Type 3                                                  4
Total gross area footprint, Type 3 houses, m2                                  140
Total private open space, Type 3 houses, m2                                     60
Total gross area above & below grade, Type 3 houses, m2                        320
Residential density, units per hectare                                         52.7
Total number of houses (all)                                            17           As % of site
Total gross area footprint, all houses, m2                             1,865            60%
Total private open space, all houses, m2                                710             23%
Total gross area above & below grade, all houses, m2                   4,360

Total site area, excluding house footprints & open space, m2            525             17%

Total area for roads & sidewalks, m2                                    300             10%
Total public open space, m2                                             60               2%
Total footprint area of non-residential buildings, m2                   100              3%
Other uses in site, m2                                                  65               2%
         NZEHH
          iDP                        Contexte du projet de NZEHH
                                                                    The purpose of this worksheet is to characterize aspects of
                                                                    urban surroundings that may support or limit the performance of
     Click on buttons 1 or 2 at upper left to see details
                                                                    the building. Go to Level 2 to see available text to make your
                                                                    choice, or change those choices.

                           Context Issue                                 Click blue boxes to select specific conditions

1 2 1/2% Winter Design Temperature.

  Percentage of days during warm season when night
2 temperatures are at least 10 deg. C. lower than day-time
  temps (free cooling potential).
     Availability & adequacy of sub-surface aquifer for
3
     purposes of potable water use.
     Capability of municipal potable water system to meet
4
     demand.
     Capability of local storm water infrastructure to meet
5
     demand.

     Capability of local sewage infrastructure to meet
6
     marginal demand.
     Capability of electrical distribution infrastructure to meet
7
     marginal demand.

8 Degree of urbanization of site and surrounding area.

     Regional availability of materials and products that can
9
     be re-used in a new structure.

     Regional availability of recycled materials that are
10
     produced in an energy-efficient process.

11 Solar availability for a new building on the site.

12 Height of immediately adjacent buildings

13 Presence of Radon.

14 Knowledge of possible soil contamination.

15 Existing or previous land use on the site.

16 Ecological status of the site.

   Ambient noise conditions at the noisiest site boundary. If
17 residential occupancy is included, measure average of
   peak values during hours of 2300-0600.

     Existence and suitability of existing structure(s) on the
18
     site.

19 Heritage value of existing structure(s) on the site.
    NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                              worksheet, go to Tools,
                                                                                                                                 then Protection.
     iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                           Actors involved AR DF (see list)
    upper left for detail



                            IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
      Click 1 to 3 at




                            be performed in a different sequence or may be repeated, and
                            some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                            detailed comments. To see text for inactive criteria, go to the
                            corresponding number on the IDPList worksheet.
                                                                                                        Click to show completion of each step     a
                                                                                                 Percent of relevant steps completed         0%
                            List of Actors:                                                   GI = Green Infrastructure expert
                                                                                              LA = Landscape architect
                            AR = Architect                                                    MU = Municipal representative
                            BU = Builder / developer                                          ME = Mechanical engineer
                            CP = Community planner                                            RC = Recorder
                            DF = Design Facilitator                                           UT = Utility Rep.
                            EE = Energy engineer                                              $$ = Costing specialist

        A Key Initial Steps
                                                                                                                                         n n 1
1       A1                  Develop a functional program.
                                                                                                                                         n   c


                                                                                                                                         n         1
2       A2                  Review budget for compatibility with financial goals.
                                                                                                                                         n        c



                            Assess the capacity of the program to support mixed uses and changes in future                                         1
3       A3
                            uses.                                                                                                                 c



                            Ensure that the program is capable of supporting high performance and green                                            1
4       A4
                            operations.                                                                                                           c




                            Confirm client’s commitment to supporting measures required for high                                                   1
5       A5
                            performance as per NZEHH initiative goals and Technical Guidelines.                                                   c



                            Retain the core design team, including at least the Architect and Energy Engineer                            n         1
6       A6
                            (see also 22 / C1).                                                                                                   c


                                                                                                                                         n n 1
7       A7                  Carry out an initial study of the feasibility of using renewable energy systems.
                                                                                                                                         n n c
     NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                               worksheet, go to Tools,
                                                                                                                                  then Protection.
      iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                            Actors involved AR DF (see list)
     upper left for detail



                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step    a
                                                                                                  Percent of relevant steps completed        0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist




                             Develop an initial statement of performance goals, targets and supporting                                    n n 1
8        A8
                             strategies, according to the NZEHH Technical Guidelines.                                                     n   c




                             Carry out an Environmental Impact Assessment, based on preliminary                                           n n       1
                             assumptions about the site characteristics, building and municipal infrastructure
9        A9
                             program, size and location on the site. Check all relevant requirements, such as
                             by local authorities, Canadian Environmental Assessment Act etc.                                             n n c



                                                                                                                                                    1
10    A10 Prepare a Functional Program and Performance Goals Report.
                                                                                                                                                   c
     NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                               worksheet, go to Tools,
                                                                                                                                  then Protection.
      iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                            Actors involved AR DF (see list)
     upper left for detail



                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist

          B Assess site characteristics and any existing structures
                             Assess the suitability of the site in terms of easy access to good public                                    n         1
11       B1
                             transportation services.                                                                                     n        c

                             Assess the suitability of the site in terms of access to commercial and public                               n         1
12       B2
                             services, recreation and public green space.                                                                          c

                                                                                                                                          n n 1
13       B3                  Assess erosion potential of surface soils and soil stability.
                                                                                                                                          n   c


                                                                                                                                          n n 1
14       B4                  Assess the ecological quality of the site.
                                                                                                                                          n   c


                                                                                                                                          n n 1
15       B5                  If a brownfield site, take steps to remediate conditions.
                                                                                                                                          n n c


                                                                                                                                          n n       1
16       B6                  Examine soil for presence of radon.
                                                                                                                                          n n      c

                             Identify any features in adjacent properties that may place constraints on the                                         1
17       B7
                             design of the subject building.                                                                                       c

                             Assess suitability of any existing structure(s) on the site for adaptation to the                            n n 1
18       B8
                             new uses planned for the site.                                                                               n n c



                             Assess suitability of materials in an existing building on the site for use in a new                         n n       1
19       B9
                             building, if such an opportunity exists.                                                                     n n c
     NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                               worksheet, go to Tools,
                                                                                                                                  then Protection.
      iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                            Actors involved AR DF (see list)
     upper left for detail



                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist



                             Measure typical Sound Level (Leq) measured at noisiest site boundary during                                  n n 2
20    B10
                             hours of 2300 to 0600.                                                                                       n   c


                                                                                                                                                    1
21    B11 Prepare a Site Characteristics Report, covering all above.
                                                                                                                                                   c


          C Assemble the Design Team

                             Identify and retain design team members (beyond the architect and energy                                     n         1
22       C1
                             engineer) with skills and experience related to the program.                                                          c


                             Ensure that the proposed design team is aware that the project has high-                                               1
23       C2
                             performance and environmental goals as per NZEHH Technical Guidelines.                                                c



                             Ensure that contract conditions do not create a disincentive for the design team,                            n n 1
24       C3
                             especially the mechanical engineer.                                                                          n   c



                             If the budget permits, include performance incentive payments in contracts for                               n         1
25       C4
                             the principal designers.                                                                                              c
     NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                               worksheet, go to Tools,
                                                                                                                                  then Protection.
      iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                            Actors involved AR DF (see list)
     upper left for detail



                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist




         D Develop Reference Design and Benchmarks
                             Develop a sketch design for a new Reference house fulfilling the functional                                            1
26      D1
                             requirements.                                                                                                         c




                             Develop a version of the Reference Design to fulfil the energy performance rating                            n         1
27      D2
                             requirement of at least EGH 90 using the NZEHH Technical Guidelines.
                                                                                                                                                   c


                             Develop minimum acceptable performance for for other four parameters not                                     n         1
28      D3                   covered by (health, resources, environment and affordability), using the NZEHH
                             Technical Guidelines.                                                                                                 c

                                                                                                                                                    1
29      D4                   Prior to the workshop, carry out energy simulations for the reference house.
                                                                                                                                                   c


          E Hold an initial Design Charrette
                             Invite Charrette participants, including the Municipal and utility reps, design team                         n         1
30       E1
                             and specialists.                                                                                                      c



                             Table the energy simulations of the reference house to provide a starting point                                        1
31       E2
                             for discussion, using EGH 90 as target threshold.                                                                     c
     NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                               worksheet, go to Tools,
                                                                                                                                  then Protection.
      iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                            Actors involved AR DF (see list)
     upper left for detail



                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step    a
                                                                                                  Percent of relevant steps completed        0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist

                             Develop one or two schematic options for improved performance, such as a                                     n n       1
32       E3
                             hybrid ventilation option, a daylighting emphasis option etc.                                                         c




                             Hold an open discussion on schematic options relative to performance priorities                              n   1
33       E4
                             and targets, cost and other implications.                                                                    n n c




                             Carry on with more detailed development of the most attractive option after the                                        1
34       E5                  workshop, including more detailed estimates of embodied and operating energy,
                             cost estimates and risk assessments.                                                                                  c



                                                                                                                                                    1
35       E6                  Add new talent to the design team if necessary.
                                                                                                                                                   c


                                                                                                                                                    1
36       E7                  Make plans for additional future workshops as part of the IDP process.
                                                                                                                                                   c



                             Summarize the results of the first workshop in a CharretteDesign Workshop                                              1
37       E8
                             Report,and distribute to all stakeholders                                                                             c
     NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                               worksheet, go to Tools,
                                                                                                                                  then Protection.
      iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                            Actors involved AR DF (see list)
     upper left for detail



                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist

          F                  Develop Concept Design
                                                                                                                                          n n       1
                             Finalize performance targets, using HOT2000 and NZEHH Technical Guidelines
38       F1                  framework inluding considerations of Health, Energy, Resources, Environment                                  n n
                             and Affordability issues.
                                                                                                                                          n        c


                             Develop a concept plan, using functional requirements, the Reference house                                   n         1
39       F2
                             design (D) and performance targets as a starting point.                                                      n        c



                             Orient the building to optimize passive solar potential where possible, and relate                           n n 1
40       F3
                             fenestration requirements to orientation.                                                                    n   c



                                                                                                                                          n n 1
41       F4                  Establish configuration to balance daylighting & thermal performance.
                                                                                                                                          n n c




                                                                                                                                          n         1
42       F5                  Consider the possible roles of natural, hybrid or mechanical ventilation systems.
                                                                                                                                          n        c


                                                                                                                                          n         1
43       F6                  Consider whether mechanical cooling will be needed.
                                                                                                                                          n        c



                                                                                                                                          n         1
44       F7                  Examine the most efficient forms of mechanical cooling and ventilation systems.
     NZEHH                                     Integrated Design Process                                                      To unprotect any
                                                                                                                           worksheet, go to Tools,
                                                                                                                              then Protection.
      iDP                                          Guidance for NZEHH                                                        Password is "idp".

                                                                                                         Actors involved AR DF (see list)
     upper left for detail



                             IDP steps are shown in a linear sequence, but some steps may         Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for          Relevance (0=no, 1=yes, 2=resid., 3=renov.)      1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                     Click to show completion of each step     a
                                                                                               Percent of relevant steps completed        0%
                             List of Actors:                                        GI = Green Infrastructure expert
                                                                                    LA = Landscape architect
                             AR = Architect                                         MU = Municipal representative
                             BU = Builder / developer                               ME = Mechanical engineer
                             CP = Community planner                                 RC = Recorder
                             DF = Design Facilitator                                UT = Utility Rep.
                             EE = Energy engineer                                   $$ = Costing specialist
44       F7                  Examine the most efficient forms of mechanical cooling and ventilation systems.
                                                                                                                                               c


                                                                                                                                      n n 1
45       F8                  Assess the costs and benefits of specific renewable energy systems.
                                                                                                                                        n c




                             Carry out a first set of energy simulations or energy analysis on the proposed                           n n 1
46       F9
                             design.                                                                                                  n   c


                                                                                                                                                1
47    F10                    Prepare a Concept Design Report.
                                                                                                                                               c



         G Consider site development issues
                             Establish the building footprint to make efficient use of the site and to maximize                                 1
48      G1
                             passive solar potential.                                                                                          c


                             Determine measures for on-site storm-water retention, using permeable paving,                            n         1
49      G2
                             green roofs or other measures.                                                                                    c


                             Develop preliminary landscape plans to provide windbreaks and shading, to                                          1
50      G3                   minimize water demand and to retain existing features and biota to the extent
                             possible.                                                                                                         c



                             Ensure that the building will form a visual positive contribution to the                                 n         1
51      G4
                             streetscape.
     NZEHH                                     Integrated Design Process                                                      To unprotect any
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                             IDP steps are shown in a linear sequence, but some steps may         Links within file and to websites   n n
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                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for          Relevance (0=no, 1=yes, 2=resid., 3=renov.)      1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                     Click to show completion of each step    a
                                                                                               Percent of relevant steps completed       0%
                             List of Actors:                                            GI = Green Infrastructure expert
                                                                                        LA = Landscape architect
                             AR = Architect                                             MU = Municipal representative
                             BU = Builder / developer                                   ME = Mechanical engineer
                             CP = Community planner                                     RC = Recorder
                             DF = Design Facilitator                                    UT = Utility Rep.
                             Ensure that the building will form a visual positive contribution to the
                             EE = Energy engineer                                       $$ = Costing specialist
51      G4
                             streetscape.                                                                                                      c




                                                                                                                                                1
52      G5                   Summarize site development issues in a Draft Site Impact Plan.
                                                                                                                                               c
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                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist

         H Determine building structure
                             Consider configuration and room layout to balance maximum usable and                                                   1
53       H1
                             functional area with structural efficiency.                                                                           c



                                                                                                                                          n         1
54       H2                  Consider measures to reduce embodied energy of the structure.
                                                                                                                                          n        c



                                                                                                                                                    1
55       H3                  Consider thermal storage options using the structure as a heat sink.
                                                                                                                                                   c



                                                                                                                                          n         1
56       H4                  Where relevant, ensure that balcony design minimizes thermal bridging.
                                                                                                                                          n        c



                             Decide on building structure type (wood frame, ICF, SIPS, straw bale etc.) taking                                      1
57       H5
                             into account the considerations above.                                                                                c




           J                 Develop Building Envelope Design
                                                                                                                                          n         1
58        J1                 Select basic exterior wall and roof systems.
                                                                                                                                                   c
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                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
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                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist
                             Assign fenestration on each orientation to optimize daylighting and thermal                                  n         1
59        J2
                             benefits                                                                                                              c



                                                                                                                                                    1
60        J3                 Optimize the daylighting and thermal performance of fenestration.
                                                                                                                                                   c




                             Consider the location and size of operable windows to maximize the effectiveness                             n         1
61        J4
                             of natural ventilation.                                                                                               c


                                                                                                                                                    1
62        J5                 Consider measures to reduce the embodied energy of the building envelope.
                                                                                                                                                   c



                                                                                                                                          n         1
63        J6                 Optimize envelope detailing and thermal performance.
                                                                                                                                          n        c


                                                                                                                                          n         1
64        J7                 Carry out a second set of detailed energy simulations.
                                                                                                                                                   c
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                                                                                                                               worksheet, go to Tools,
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                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
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                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist

                             Develop preliminary daylighting, lighting and power system
         K
                             design
                                                                                                                                                    1
65       K1                  Develop preliminary lighting system design.
                                                                                                                                                   c


                                                                                                                                          n         1
66       K2                  Develop preliminary lighting control system.
                                                                                                                                          n        c


                             Estimate the power requirements for future tenant and occupant equipment such                                n         1
67       K3
                             as fridge, stove, freezer, computers, etc.                                                                   n        c

                                                                                                                                                    1
68       K4                  Develop strategies to shave peak electrical demand.
                                                                                                                                                   c


                             Develop preliminary ventilation, heating & cooling system
          L
                             designs
                                                                                                                                          n         1
69       L1                  Develop preliminary design for natural or hybrid ventilation system.
                                                                                                                                                   c

                                                                                                                                                    1
70       L2                  Develop preliminary design for space heating system.
                                                                                                                                                   c

                                                                                                                                          n         1
71       L3                  Develop preliminary design for space cooling system.
                                                                                                                                          n        c

                                                                                                                                          n         1
72       L4                  Consider the use of free cooling (night-time flushing) where possible.
     NZEHH                                     Integrated Design Process                                                      To unprotect any
                                                                                                                           worksheet, go to Tools,
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                             IDP steps are shown in a linear sequence, but some steps may         Links within file and to websites   n n
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                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for          Relevance (0=no, 1=yes, 2=resid., 3=renov.)      1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                     Click to show completion of each step     a
                                                                                               Percent of relevant steps completed        0%
                             List of Actors:                                          GI = Green Infrastructure expert
                                                                                      LA = Landscape architect
                             AR = Architect                                           MU = Municipal representative
                             BU = Builder / developer                                 ME = Mechanical engineer
                             CP = Community planner                                   RC = Recorder
                             DF = Design Facilitator                                  UT = Utility Rep.
                             EE = Energy engineer                                     $$ = Costing specialist
72       L4                  Consider the use of free cooling (night-time flushing) where possible.
                                                                                                                                      n        c

                                                                                                                                      n         1
73       L5                  Consider ground- or water-source heat pumps options.
                                                                                                                                      n        c

                             Develop preliminary design for mechanical ventilation, heating, and cooling                              n n 1
74       L6
                             systems.                                                                                                 n n c


                             Develop preliminary design for mechanical ventilation, heating, and cooling                              n n 1
75       L7
                             DELIVERY systems.                                                                                          n c


                             Develop preliminary design for mechanical ventilation, heating, and cooling                              n n 1
76       L8
                             CONTROL systems.                                                                                           n c


                                                                                                                                      n         1
77       L9                  Carry out a third set of energy simulations, if needed.
                                                                                                                                      n        c



        M Decide on major design options for detailed development

                             Review concept design options with respect to performance gains v. cost, using                           n         1
78      M1
                             HOT2000 and NZEHH guidelines to provide comparative assessments.                                         n        c


                             Hold a second design charrette to select one of the alternative design solutions                                   1
79      M2
                             for detailed design development (optional).                                                                       c
     NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                               worksheet, go to Tools,
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                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist


         N Screen non-structural materials for environmental performance

                             Minimize use of non-structural materials or components that use scarce material                                        1
80       N1
                             resources.                                                                                                   n        c

                                                                                                                                          n         1
81       N2                  Select materials that balance durability and low embodied energy.
                                                                                                                                          n        c


                                                                                                                                          n         1
82       N3                  Consider re-use of components and use of recycled materials.
                                                                                                                                                   c

                                                                                                                                          n         1
83       N4                  Design assemblies and their connections to facilitate future demountability.
                                                                                                                                          n        c


                             Select indoor finishing materials to minimize VOC and other emissions to the                                 n n 1
84       N5
                             indoor environment.                                                                                          n   c


         O Complete design and documentation
                             Complete site development and landscaping design to minimize potable water                                   n         1
85      O1
                             consumption.                                                                                                 n        c


                                                                                                                                          n n 1
86      O2                   Design plumbing and sanitary systems to minimize water consumption.
                                                                                                                                          n n c


                             Complete detailing for appropriate rain screen and pressure equalization                                     n n 1
87      O3
                             envelope.                                                                                                    n   c
     NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                               worksheet, go to Tools,
                                                                                                                                  then Protection.
      iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                            Actors involved AR DF (see list)
     upper left for detail



                             IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
       Click 1 to 3 at




                             be performed in a different sequence or may be repeated, and
                             some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                             detailed comments. To see text for inactive criteria, go to the
                             corresponding number on the IDPList worksheet.
                                                                                                         Click to show completion of each step     a
                                                                                                  Percent of relevant steps completed         0%
                             List of Actors:                                                   GI = Green Infrastructure expert
                                                                                               LA = Landscape architect
                             AR = Architect                                                    MU = Municipal representative
                             BU = Builder / developer                                          ME = Mechanical engineer
                             CP = Community planner                                            RC = Recorder
                             DF = Design Facilitator                                           UT = Utility Rep.
                             EE = Energy engineer                                              $$ = Costing specialist



                                                                                                                                                    1
88      O4                   Finalize electrical and lighting system design.
                                                                                                                                                   c

                                                                                                                                          n         1
89      O5                   Finalize ventilation, heating, and cooling system designs.
                                                                                                                                                   c


                                                                                                                                          n         1
90      O6                   Select a house energy management control system.
                                                                                                                                          n        c

                                                                                                                                                    1
91      O7                   Review the use of materials in non-structural applications to minimize waste.
                                                                                                                                                   c

                                                                                                                                                    1
92      O8                   Carry out a final set of energy simulations.
                                                                                                                                                   c

                                                                                                                                                    1
93      O9                   Produce a Building Design Report.
                                                                                                                                                   c
      NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                                worksheet, go to Tools,
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       iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                             Actors involved AR DF (see list)
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                              IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
        Click 1 to 3 at




                              be performed in a different sequence or may be repeated, and
                              some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                              detailed comments. To see text for inactive criteria, go to the
                              corresponding number on the IDPList worksheet.
                                                                                                          Click to show completion of each step     a
                                                                                                   Percent of relevant steps completed         0%
                              List of Actors:                                                   GI = Green Infrastructure expert
                                                                                                LA = Landscape architect
                              AR = Architect                                                    MU = Municipal representative
                              BU = Builder / developer                                          ME = Mechanical engineer
                              CP = Community planner                                            RC = Recorder
                              DF = Design Facilitator                                           UT = Utility Rep.
                              EE = Energy engineer                                              $$ = Costing specialist

                              Develop QA strategies for construction, demonstration and
           P
                              operation
                                                                                                                                           n         1
94        P1                  Develop a Quality Assurance Plan for Construction.
                                                                                                                                           n        c



                                                                                                                                           n n 1
95        P2                  Develop a Commissioning Plan for required period of six months minimum.
                                                                                                                                           n n c


                                                                                                                                           n         1
96        P3                  Appoint a Commissioning Agent to implement the Commissioning Plan.
                                                                                                                                                    c


                              Develop Project information and marketing products and events for both                                       n         1
97        P4
                              consumers and industry                                                                                                c


                              Develop an information package to assist homowners to operate the house                                      n         1
98        P5
                              efficiently.                                                                                                 n        c


                                                                                                                                           n         1
99        P6                  Develop a Monitoring Plan for the required period (minimum one year).
                                                                                                                                           n        c




                              Site takeover, existing building decontamination &
          Q
                              deconstruction, excavation & foundations
                                                                                                                                                     1
                              Take over site from previous owner, if applicable, and ensure that surface and
100      Q1
                              subsurface conditions are as per previous information.
                                                                                                                                                    c
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                              IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
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                              be performed in a different sequence or may be repeated, and
                              some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                              detailed comments. To see text for inactive criteria, go to the
                              corresponding number on the IDPList worksheet.
                                                                                                          Click to show completion of each step    a
                                                                                                   Percent of relevant steps completed        0%
                              List of Actors:                                                   GI = Green Infrastructure expert
                                                                                                LA = Landscape architect
                              AR = Architect                                                    MU = Municipal representative
                              BU = Builder / developer                                          ME = Mechanical engineer
                              CP = Community planner                                            RC = Recorder
                              DF = Design Facilitator                                           UT = Utility Rep.
                              EE = Energy engineer                                              $$ = Costing specialist




                              In accordance with P1, if there are existing surface or sub-surface structures,                                        1
101      Q2
                              inspect and decontaminate if necessary.                                                                               c



                              In accordance with P1, deconstruct existing structures on the site, sorting and                                        1
102      Q3
                              saving all materials that can be re-used or recycled.                                                                 c



                                                                                                                                                     1
103      Q4                   Excavate and prepare foundations as per contract documentation.
                                                                                                                                                    c
      NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                                worksheet, go to Tools,
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                              IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
        Click 1 to 3 at




                              be performed in a different sequence or may be repeated, and
                              some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                              detailed comments. To see text for inactive criteria, go to the
                              corresponding number on the IDPList worksheet.
                                                                                                          Click to show completion of each step    a
                                                                                                   Percent of relevant steps completed        0%
                              List of Actors:                                                   GI = Green Infrastructure expert
                                                                                                LA = Landscape architect
                              AR = Architect                                                    MU = Municipal representative
                              BU = Builder / developer                                          ME = Mechanical engineer
                              CP = Community planner                                            RC = Recorder
                              DF = Design Facilitator                                           UT = Utility Rep.
                              EE = Energy engineer                                              $$ = Costing specialist




          R Complete above-grade construction
                              Complete above-grade construction, as per contract documentation and                                                   1
104       R1
                              requirements of P1.                                                                                                   c


                              In accordance with P1, sort all construction waste and re-use or recycle wherever                                      1
105       R2
                              possible.                                                                                                             c


                              In accordance with P1, maintain protocols to minimize ecological damage to site                                        1
106       R3
                              and surroundings.                                                                                                     c


                              In accordance with P1, maintain protocols to minimize risk to safety or health of                                      1
107       R4
                              on-site workers and neighbouring residents.                                                                           c

                                                                                                                                                     1
108       R5                  Prepare a set of as-built construction documents.
                                                                                                                                                    c


           S Implement Commissioning
                                                                                                                                                     1
109       S1                  Implement commissioning procedures as per P2.
                                                                                                                                                    c

                                                                                                                                                     1
110       S2                  Prepare a Commissioning Report and distribute to key actors.
                                                                                                                                                    c
      NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                                worksheet, go to Tools,
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                                                                                                             Actors involved AR DF (see list)
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                              IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
        Click 1 to 3 at




                              be performed in a different sequence or may be repeated, and
                              some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                              detailed comments. To see text for inactive criteria, go to the
                              corresponding number on the IDPList worksheet.
                                                                                                          Click to show completion of each step    a
                                                                                                   Percent of relevant steps completed        0%
                              List of Actors:                                                   GI = Green Infrastructure expert
                                                                                                LA = Landscape architect
                              AR = Architect                                                    MU = Municipal representative
                              BU = Builder / developer                                          ME = Mechanical engineer
                              CP = Community planner                                            RC = Recorder
                              DF = Design Facilitator                                           UT = Utility Rep.
                              EE = Energy engineer                                              $$ = Costing specialist


           T Implement Demonstration Phase
                                                                                                                                                     1
111       T1                  1
                                                                                                                                                    c

                                                                                                                                                     1
112       T2                  2
                                                                                                                                                    c


                                                                                                                                                     1
113       T3                  3
                                                                                                                                                    c


                                                                                                                                                     1
114       T4                  4
                                                                                                                                                    c

                                                                                                                                                     1
115       T5                  5
                                                                                                                                                    c
      NZEHH                                     Integrated Design Process                                                          To unprotect any
                                                                                                                                worksheet, go to Tools,
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       iDP                                          Guidance for NZEHH                                                            Password is "idp".

                                                                                                             Actors involved AR DF (see list)
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                              IDP steps are shown in a linear sequence, but some steps may             Links within file and to websites   n n
        Click 1 to 3 at




                              be performed in a different sequence or may be repeated, and
                              some may not apply to all project types. See Level 3 for             Relevance (0=no, 1=yes, 2=resid., 3=renov.)       1
                              detailed comments. To see text for inactive criteria, go to the
                              corresponding number on the IDPList worksheet.
                                                                                                          Click to show completion of each step     a
                                                                                                   Percent of relevant steps completed         0%
                              List of Actors:                                                   GI = Green Infrastructure expert
                                                                                                LA = Landscape architect
                              AR = Architect                                                    MU = Municipal representative
                              BU = Builder / developer                                          ME = Mechanical engineer
                              CP = Community planner                                            RC = Recorder
                              DF = Design Facilitator                                           UT = Utility Rep.
                              EE = Energy engineer                                              $$ = Costing specialist

                              Carry out Post-Occupancy Evaluation, operate the building and
          U
                              monitor its performance
                              Train homeowner(s) in efficient operation and ensure that they have access to a                              n         1
116       T1
                              full set of as-built documents, system manuals and controls.                                                          c


                                                                                                                                                     1
117       T2                  Carry out a Post-Occupancy Evaluation (POE) study.
                                                                                                                                                    c


                              In accordance with P5, carry out monitoring of Energy and IEQ and occupant                                       n     1
118       T3
                              satisfaction for a period of minimum 1 year for the required initial year.                                   n        c


                                                                                                                                                     1
119       T4                  Carry out maintenance and system upgrades or replacements as needed.
                                                                                                                                                    c


                              Prepare Final Report including all NZEHH relevant steps undertaken, results of                                         1
120       T5
                              commissioning and monitoring                                                                                          c
NZEHH
 iDP
NZEHH
 iDP

				
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