Project Phases

Project Phase is an input in General Inputs section 1. Projects can have one, multiple or all phases saved for a project. This helps firms create a full performance picture of a project as it moves through design and construction. Project phases include Concept, Schematic Design, Design Development, Construction Administration, Design Closeout Final, On-Hold, and Measured Energy. 

The Design Closeout Final and Measured Energy phases are discussed in more detail below. 

Design Closeout Final Phase 

Why is the Design Closeout Final Phase important?

The Design Closeout Final phase is an important and critical project phase for each project! It establishes a design performance reference point for each project that can enable comparisons, such as:

  • Comparing the performance of the design phases.

  • Comparing the project to other projects.

  • Comparing design performance to actual performance data (when actual performance data can be associated with projects in the DDx).

The Design Closeout Final project phase will be the reference point for all of these comparisons! Additionally, this project phase benefits the overall DDx dataset—when a Design Closeout Final phase is created and submitted for each project, the DDx can track additional metrics that can be useful to all signatory firms, such as the number of completed projects each reporting cycle, the GSF of completed projects, the project category and the project use types as well. 

Track Design Closeout Final Phase on Portfolio Screen

Based on the importance of the Design Closeout Final phase, the DDx allows firms to track if a design closeout final stage for a project has been submitted or not. In the project table on the Portfolio screen is a column called “Final”. This column tracks if a “Design Closeout Final” phase has been submitted for a project or not, to highlight which projects need to be addressed. An orange dot appears on the rows for project phases that do not have a “Project Phase = Design Closeout Final” AND “Reporting Status = Submitted”.  

Once a project with a Design Closeout Final stage is submitted, then the orange dots for all of the project phase rows for that project will disappear. Note that an orange dot in the “Final” column for a project that has a Design Closeout Final phase created is displayed because the project is “In Progress”, and has not been “Submitted”. 

When and How to Use the Design Closeout Final Phase 

Use scenarios for the Design Closeout Final phase:

  • Scenario 1:  When Construction Administration (CA) phase has been SUBMITTED and if no changes have been made and/or are anticipated:

    • Select the checkbox for the CA project phase row for the project on the Portfolio screen.

    • Select ADVANCE it to create the Design Closeout Final phase. 

    • Select the checkbox for the new Design Closeout Final project phase, and select SUBMIT.

  • If changes are anticipated from the CA phase:

    • Select the checkbox for the CA project phase row for the project on the Portfolio screen.

    • Select ADVANCE to create the Design Closeout Final phase. 

    • Open the new Design Closeout Final phase and incorporate the changes

    • Go back to PORTFOLIO, select the checkbox for the new Design Closeout Final project phase, and then select SUBMIT.

  • Scenario 2: When other design project phases have previously been SUBMITTED, and the last project phase is being reported for the project, also create and submit a Design Closeout Final stage at the same time.

    • Select the checkbox for the last project phase row for the project on the Portfolio screen.

    • Select ADVANCE it to create the Design Closeout Final phase. 

    • Select the checkbox for both the last project phase and the new Design Closeout Final project phase, and select SUBMIT.

  • Scenario 3: The project has a short schedule and only one or two phases are being submitted. Similar to Scenario 2, also create and submit a Design Closeout Final stage at the same time. See steps for scenario 2.

  • Scenario 4: A previously submitted project(s) has been completed or a project from a previous year does not yet have a Design Closeout Final phase set up, then create and submit a Design Closeout Final stage:

    • Select the last phase submitted on the Portfolio screen (can select single or multiple).

    • Select ADVANCE.

    • In the dialog that appears change the Reporting Year to the appropriate year, and change the phase to Design Closeout Final.

    • If no changes to the DCF phases are required, go back to the Portfolio screen and select the checkboxes for the DCF phases just created.

    • Select SUBMIT.

Measured Energy Phase

This project phase establishes a “Measured EUI.” Measured EUI is based on annual or monthly measured data. It provides the ability to compare measured data to design data. The Measured EUI can be compared to the Predicted EUI for the same project and/or others to promote a design feedback loop, giving the ability to compare measured energy performance to design energy targets and baselines.

 

A measured energy phase is automatically set up once a project has submitted (not just set up) a Design Closeout Final phase. On PORTFOLIO, an icon (a blue circle with a white M in the middle) will be displayed in the “Stage column” for the design closeout final project row. Selecting the icon leads to the Measured Energy Phase input screen. To open the design closeout final phase, select the project name in the column to the right. 

 

Section 1 is not editable and displays the values from the design closeout final phase for context. 

 

Section 2 is where the measured energy use for the project is input. There are three data types available, which are described in more detail later:

  • Annual Measured EUI

  • Annual Fuel Source

  • Monthly Fuel Source

 

Selecting a data type and entering a month and year initially populate the table for each data type that is displayed on the Measured Energy Use Data dialog. This table is displayed when the “Measured Data” button is selected.

 

Once the measured energy data has been entered for a project, the following occurs:

  • Section 3 – the Measured EUI (kBtu/sf/yr) is displayed, as well as the most current period for the measured energy use that is associated with the project.

  • Project Metrics – the M-Savings (Measured Energy Savings) percentage related to the baseline EUI is calculated and displayed.

  • Portfolio – the Measured EUI will be displayed in the design closeout final project row.

Data Type: Annual Measured EUI

Selecting the data type changes the button to “Annual Measured Data”. Enter values for the month and year to set the start date for the measured energy use timeline. 

 

Annual Measured Data button – Displays a simple table comprised of columns for Start Month, Start Year and Annual Measured EUI. The start month and year will display the selections from the previous screen. The Annual Measured EUI can be entered directly. 

 

To add another year, select the “+” icon, and enter the Annual Measured EUI for that period. 

 

To delete a year, select the “x” icon. 

 

When Save is selected, the most current year (by time) will be the Measured EUI value displayed on the inputs screen.

Data Type: Annual Fuel Source

This option can be used when the annual fuel source usage for the project is available. Like the other data types, the start month and year will be displayed in the Measured Energy Use Data table. Initially one row is displayed, which contains cells to enter annual values (kBtu) for four fuel sources (Electricity, Natural Gas, District and other) and two renewable types (On-site and Off-site). After values are entered, the kBtu total for the project is calculated, as well as the Measured EUI (MEUI). 

 

The checkbox to the right of the MEUI column provides the ability to override the calculated value and enter a custom MEUI.

 

Another period can be added by selecting the “+” icon, and the start month will default to the same value above, and the start year will default to the next sequential year.

 

A period can be deleted by selecting the “x” icon. Once deleted, it cannot be retrieved.

 

Fuel Sources (kBtu):

  • Electricity

  • Natural Gas

  • District – if the fuel source is associated with a central plant or something similar.

  • Other – if none of the previous fuel sources match those utilized on the project, enter the fuel source usage here.

  • On-Site Renewables – if energy is being harvested for the project using an on-site PV array, solar thermal, wind turbine or other. The on-site renewable energy usage value will be subtracted from the sum of the previous fuel sources, which will lower the MEUI for the project.

  • Off-Site Renewables – if energy is being provided to the project from an off-site renewable source, such as a PV array, wind turbine or other. The AIA 2030 Commitment focuses on on-site energy use, so off-site renewable harvesting can be included with the project, but it does not factor into the MEUI calculation for the project. However, it is important to learn more about the number of projects utilizing off-site renewable sources, which will influence how off-site renewables are handled by the AIA 2030 Commitment program moving forward.

 

When Save is selected, the most current year (by time) will be the Measured EUI value displayed on the Inputs screen. 

Data Type: Monthly Fuel Source

This option can be used when monthly fuel source usage for the project is available. When the Measured Energy Use Data dialog opens, a table with rows for twelve months is displayed. The first row contains the start month and year entered on the Inputs screen, and the rows below contain the sequential month and year for the twelve-month period. Each row contains columns for potentially six fuel sources that can be associated with the project. After values are entered for a month, the kBtu total for the month is summed in the Totals column. Annual Measured EUI is displayed above the table. The MEUI is calculated based on the most current twelve months associated with the project.

 

Another period can be added by selecting the “+” icon. The start month will default to the same value above, and the start year will default to the next sequential year.

 

A period can be deleted by selecting the “x” icon. Once deleted, it cannot be retrieved, and the month sequential order will need to be updated.

 

How to enter data:  Monthly energy usage values can be entered directly or by importing values.

 

  • Import: Selecting the import button leads to an import screen similar to the batch import process. The main steps include:

    • Step 1: Select an XLS file. Include any notes that should be associated with the import activity.

    • Step 2: Select “Validate Data” to run data integrity checks on the XLS file

    • Step 3: Review the “Measured Energy Use Validation Report”, and make updates to the XLS file, if needed (return to step 1)

    • Step 4: Select “Import Data” to import the monthly energy use values. Include any notes that should be associated with the import activity.

    • Step 5: Energy use data has been imported, and:

      • The import activity is logged and displayed on the Monthly Measured Energy Use Import Log

      • The MEUI is calculated for the most current twelve months that has been imported, and is displayed on the Inputs screen, section 3: MEASURED

      • The M-SAVINGS percentage is calculated compared to the Baseline EUI, and is displayed on the top-right of the Inputs screen.

 

  • Import Fields: The template, which contains the columns listed below, can be downloaded by selecting “Download XLS template”. The column headings are:

 

  • Month
  • Year
  • Electricity
  • Natural Gas
  • District
  • Other
  • Electricity from renewables on-site
  • Electricity from renewables off-site