Batch Import Guide - s3-us-west-2.amazonaws.coms3-us-west-2.amazonaws.com/ddxproductions3/ck... · Batch Import Guide 12 . Figure 11 - Batch Import screen displaying the links to

Batch Import Guide

Revision 6

Sustainable IQ, Inc.

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Contents

1. Introduction ........................................................................................................................... 3

Recommended “Batch Import” Project Set Size ........................................................................ 3

2. Recent Updates .................................................................................................................... 3

3. Step by Step: How to Use .................................................................................................... 4

4. Feature Workflow and Components .................................................................................... 11

Batch Import Workflow ........................................................................................................... 11

Batch Import Screen ............................................................................................................... 11

References ............................................................................................................................. 11

The CSV/XLS/XLSX File ........................................................................................................ 12

Batch Import Validation Report ............................................................................................... 12

Summary ........................................................................................................................... 13

Errors ................................................................................................................................ 14

Warnings ........................................................................................................................... 14

Batch Import Log ............................................................................................................. 15

Appendix A: Batch Import Workflow .......................................................................................... 16

Appendix B: CSV/XLS/XLSX Fields for Batch Import ..................................................... 17

Legend: Batch Import Field Category ......................................................................... 17

Fields: Batch Import Fields ........................................................................................... 17

Appendix C: Validation Checks - ERRORS .............................................................................. 19

Appendix D: Validation Checks - WARNINGS .......................................................................... 23

Appendix E: CSV/XLS/XLSX entry fields that require a MATCH .............................................. 25

Country ................................................................................................................................... 25

State/Province ........................................................................................................................ 27

Project Phase .......................................................................................................................... 30

Status of Energy Model ........................................................................................................... 30

Use Types ................................................................................................................................ 30

Project Category ..................................................................................................................... 32

Construction Type .................................................................................................................. 32

Design Energy Code ................................................................................................................ 32

Target Certification ................................................................................................................. 33

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Office Location ........................................................................................................................ 33

Responsible Party for Energy Model ........................................................................................ 33

Energy Modeling Tool .............................................................................................................. 34

Renewables Type ..................................................................................................................... 34

Inputs Responsibility ............................................................................................................... 35

Chiller Type ............................................................................................................................. 35

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1. Introduction Several signatory firms have their own project databases. An underlying theme of the AIA 2030 DDx is

“enter information once”. Rather than re-entering this information into the AIA 2030 DDx, they can

export the data from their database and bring it into the DDx using Batch Import.

This guide provides the basic steps and use cases for how Batch Import can be used, relevant detail on key

elements, related information sources, error and warning messages, and the required format and spelling

for the selection options for the fields that require a match for successful import into the DDx.

Recommended “Batch Import” Project Set Size During testing CSV/XLS/XLSX files with greater than 1,000 projects have been successfully imported at one

time using batch import. The validate data process time was a couple of minutes, which can vary based

on internet connection speed, browser type and version.

Current recommendation: If the number of projects being imported is greater than 750 projects,

multiple CSV/XLS/XLSX files should be created.

The “Batch Import” Process for each CSV/XLS/XLSX file is required to be done separately.

2. Recent Updates

- Parking has been added as a use type. It cannot be used as a primary use type.

- Additional data integrity checks for ERRORS and WARNINGS have been incorporated.

- Additional energy modeling tool options have been incorporated.

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3. Step by Step: How to Use The Batch Import feature at a basic level is simple:

Step 1: A Firm Administrator logs into the AIA 2030 DDx

Figure 1 - AIA 2030 DDx Login Screen

Step 2: Select “> Batch Import” If you are an “administrator” user type, the batch import feature can be accessed by selecting “> My Account” on the upper right and going to Section 9. Then Select “> Batch Import”.

Figure 2 - >My Account screen, Section 9. Highlight - > Batch Import

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Step 3: Confirm Firm, User and Reporting Year information On the Batch Import screen, the Reporting Year displayed will be the Reporting Year that is associated with all the projects in the CSV/XLS file that is uploaded. By default, it will display the current reporting year (April 1st of Reporting Year displayed to March 31st of the following year).

If a firm wants to upload projects for an earlier reporting year, just select the appropriate year from the drop-down list, and then complete the batch import process.

Figure 3 - Batch Import Screen. Highlight - Firm, Year and Reporting Year information

Step 4: Select “Choose File” Selecting the “Choose File” button launches a browser allowing you to select the CSV/XLS file that you want to import.

Figure 4 - Selecting Choose File button launches a browser to select your CSV/XLS/XLSX file for import.

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Step 5: Select “Validate Data” Validate data runs the data in the CSV/XLS file through a series of data validation checks to identify errors and warnings.

Figure 5 - Selecting Validate Data launches the verification process

Step 6: Review Validation Report for ERRORS and WARNINGS

When the “Validate Data” process is complete, the “Batch Import Validation Report” is displayed below it. At the top is a summary, which contains the timestamp, file name, and a table showing the status of the projects and the categories of projects that were included in the imported file. The columns display the rows validated (included in the file), the number of rows with NO errors, the number of rows with errors, and the number of rows with warnings.

The next section is for ERRORS. Each unique error is reported on a separate row. Column Name identifies the column in the imported file that triggered the error. The next column displays the error message. If multiple project phases have the same error, the project phase row numbers (corresponding to the rows in the uploaded file) are listed collectively in the last column. There can be more than one row for the same error, if the project category and construction type differ for the project phases. ERRORS must be addressed before the next step of IMPORT DATA becomes active.

The last section is WARNINGS. Like the errors section, if multiple project phases have the same warning, the project phase row numbers are listed collectively in the last column. The recommendation is to address all warnings, but you also have an option to ignore the warnings. See the next step.

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Figure 6– The Batch Import Validation Report contains a summary, and sections for any errors and/or warnings that

were discovered during the validate data process.

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Step 6b: If WARNINGS are identified, make a decision If “Validate Data” finds no errors, but there are warnings, then the “Import Data” will only become active (display green) when you either 1) address all the warnings, and when you run “Validate Data” again, no warnings are identified; OR 2) Select the “Ignore Warnings Identified” checkbox. Note: The CSV/XLS/XLSX file does not need be selected again with “Choose File” button, if the file has not been changed.

Figure 6b – Once “Validate Data” discovers no errors, but warnings are still discovered, the “Import Data” button is activated

when “Ignore Warnings” is checked

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Step 7: Select “Import Data” Note: The CSV/XLS/XLSX file does not need be selected again with “Choose File” button, if the file has not been changed Now you are ready to import the project data. Go ahead and select “Import Data”. .

Figure 7– When the “Import Data” button becomes active, just select it to continue the process.

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Step 8: Projects are in the DDx, review the import summary After the “Batch Import” is successfully completed, the summary table will be displayed, so you can see the total number of projects, and the project category breakdowns.

Figure 8 – Example of the summary table displayed after “Import Data” has successfully completed.

CONGRATULATIONS! Congratulations, your firm’s projects are now imported into the DDx, and associated with your firm account.

The project phases imported will appear on the PORTFOLIO screen.

Enjoy leveraging your firm portfolio in the AIA 2030 DDx!

[Optional] – Batch Import Log Review Summary table of Import and Check that “Status = Imported”

Figure 9 - >My Account, Section 7. Batch Import Logs. An entry is logged when "Validate Data" and "Import Data" are run

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4. Feature Workflow and Components This section provides more detail on key areas of the Batch Import process.

Batch Import Workflow See Appendix A for a process flowchart of the actions and decision points in the process.

Batch Import Screen Once “> Batch Import” is selected on the “> My Account” screen, then the “Batch Import” screen is displayed.

References See Appendix for the mapping of batch import fields and the entry options for these fields.

CSV/XLS/XLSX Templates – The templates are located on the Batch Import screen to the right of

“Choose File” (see figure). They provide the set of columns, which identify the set of fields, for the

project data that can be imported.

Figure 10- descriptions of the different feature components on the Batch Import screen

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Figure 11 - Batch Import screen displaying the links to the CSV and XLS templates The CSV/XLS/XLSX File

The most critical element of the import process is the CSV/XLS/XLSX file, and the values included in the cells. The “Validate Data” process is intended to significantly reduce, if not eliminate the errors of imported data. The requirements for the CSV/XLS/XLSX file format are:

1) The column headers must match one of the column headers included in the CSV/XLS/XLSX templates on the Batch Import screen. See Appendix.

a. Note: The columns on the import file do not need to be in the same order as those on the template.

2) A minimum set of fields are required to be submitted for each project, otherwise an

error will be displayed in the data validation report. See Appendix B

3) The column cell values are required to be a certain entry type (alphanumeric, text to

match, numerical). See Appendix B: CSV/XLS/XLSX Fields for Batch Import.

4) In some cases, cells need to be a certain unit type. See Appendix B.

5) Although more flexibility in syntax has been incorporated into batch import, in some cases, the cell values still need to MATCH in spelling and format, one of the available options in the AIA 2030 DDx. If they do not match an error or warning will be triggered during the “Validate Data”

process.

a. See Appendix E for a summary of which import fields require a match

Batch Import Validation Report The Validation Report is generated when “Validate Data” is selected on the “Batch Import Screen”.

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Summary Report

Figure 11 - comments explaining the elements of the Batch Import Validation Report

The table displayed provides the high level metrics for the Batch Import process, and informs next steps. You can confirm that:

• The correct number of overall projects were checked • The correct number of each project category type of projects were checked • The number of overall projects or projects of a certain project category that were checked and

did not identify errors

• The number of overall projects or projects of a certain project category that were checked and DID TRIGGER errors

• The number of overall projects or projects of a certain project category that were checked and returned warnings

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Errors The error verification checks are structured to ensure that only acceptable project information is

imported into the DDx for the input fields that information is provided. If errors are returned, they ARE

REQUIRED TO BE CORRECTED before a successful batch import can be completed. The error verification

checks evaluate things, such as:

• Is a required field included? • Does the CSV/XLS/XLSX entry MATCH one of the DDx options for select input fields? • Is the value entry type correct? • If Baseline EUI or Baseline LPD values are less than zero • If Office Location or Inputs Responsibility match a location or user associated with the firm

account • If multiple use types are provided, are there duplicates?

Note: ALL ERRORS must be addressed before the “Import Data” button becomes active.

Warnings The warning verification checks focus on identifying potential outliers in terms of values for such fields as

area, EUI, LPD, and others. They also highlight when values for certain fields, such as Project ID or

Zip/Postal Code, are not provided or do not match an option currently in the DDx Zip/Postal code

database. The warnings identified in the Validation Report are optional, meaning they do not have to

be addressed for a successful import. If the “Ignore Warnings Identified” checkbox (Figure 10) is

selected, the “Import Data” button will become active if there are no errors associated with the CSV.

The warning verification checks evaluate things, such as:

• If Use Type 1 Area > 10 Million sf • If the Area Total for all use types provided is > 10 Million sf • If Baseline EUI > 500 kBtu/sf/yr

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• If Predicted EUI > 1,000 kBtu/sf/yr • if PREDICTED EUI < -50 kBtu/sf/yr • if Baseline LPD or Predicted LPD > 5 W/sf • if Window to Wall Ratio is < 5%

Batch Import Log A row at the top of the “Batch Import Log” (> My Account, Section 7) is added each time “Validate Data”

or “Import Data” is selected. Each entry contains a time stamp, which user performed the action, the

reporting year, the CSV/XLS/XLSX file used, the number of projects processed, the number of errors

returned, the status of the import (Imported or errors), and the user notes entered with the action

(Figure 13). Two items can be directly accessed from this table:

• The CSV/XLS/XLSX file used by selecting on the file name • The Validation Report by selecting the status descriptor

Figure 13 - Comments explaining the Batch Import Log columns

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Appendix A: Batch Import Workflow Figure 14 displays the flowchart of the Batch Import Process identifying the different steps and decision options. The numbered steps correspond to those described in the “The Basics: How to Use” section.

Figure 14 - Batch Import Feature Flowchart

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Appendix B: CSV/XLS/XLSX Fields for Batch Import Below is the legend for the field categories and the field list that can be imported using Batch Import. These are the fields that are the column headers on the CSV/XLS/XLSX template.

Legend: Batch Import Field Category Required for Reporting - Mandatory for Import Optional for Reporting - Optional for Import Optional for Reporting - Source & Emissions/Greenhouse Gas Emissions

Fields: Batch Import Fields

Batch Import Field Field Entry Type Units Project Name Text Project ID Alphanumeric

Project Category Text to match selection option. Appendix E Construction Type (NEW) Text to match selection option. Appendix E

Project Phase Text to match selection option. Appendix E

Year of Occupancy Numeric Target Certification Text to match selection option. Appendix E

Country Text to match selection option. Appendix E

State/Province (required for US, Canada, China and India)

Text to match selection option. Appendix E

Zip/Postal Code (required for US, Canada, China and India)

Numeric

City (required for international countries, except US, Canada, China and India)

Text

Office Location Text to match one of options on Firm’s My

Use Type 1 Text to match selection option. Appendix E

Use Type 1 Area Numeric ft2

Use Type 2 Text to match selection option. Appendix E Use Type 2 Area Numeric ft2

Use Type 3 Text to match selection option. Appendix E

Use Type 3 Area Numeric ft2 Use Type 4 Text to match selection option. Appendix E

Use Type 4 Area Numeric ft2

Use Type 5 Text to match selection option. Appendix E Use Type 5 Area Numeric ft2

Status of Energy Model Text to match selection option. Appendix E

Design Energy Code Text to match selection option. Appendix E

Will Energy Use Data be Collected Yes or No. Text to match.

Responsible Party for Energy Model Text to match selection option. Appendix E Energy Modeling Tool (required when Status of Energy Model = HAS BEEN Modeled)

Text to match selection option. Appendix E

Baseline EUI Numeric kBtu/sf/yr

Predicted EUI Numeric kBtu/sf/yr

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Baseline LPD Interior Only Numeric W/sf

Predicted LPD Interior Only Numeric W/sf

Predicted LPD Numeric W/sf

Window to Wall Ratio Numeric (between 1-100)

Occupancy Sensors Included Yes or No. Text to match. Daylighting Sensors Included Yes or No. Text to match.

Renewables Type Text to match selection option. Appendix E Inputs Responsibility Text to match one of options on Firm’s My

LPD Calculated Yes or No. Text to match.

Energy Modeling Cost $ amount for phase spent on energy modeling $

Annual Energy Cost Savings $ amount of energy savings for overall project $

Electricity Produced Off-site (Grid Electricity) in DDX

Numeric kBtu/sf/yr

Natural Gas Combusted On-Site Numeric kBtu/sf/yr District Steam Numeric kBtu/sf/yr District Hot Water Numeric kBtu/sf/yr District Chilled Water Numeric kBtu/sf/yr Chiller Type Text to match selection option. Appendix E Diesel Numeric kBtu/sf/yr Electricity from Renewables on-site Numeric kWh/yr

Electricity from Renewables off-site Not available in Batch Import

Do you track embodied carbon Text Unsure/yes/no

Figure 15 - Table of possible Batch Import fields. See legend for highlight color categories of the fields ranging from required to optional

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Appendix C: Validation Checks - ERRORS The table outlines the input fields, the validation checks for the input fields, and the ERROR messages displayed on the validation report, if an error is identified.

Input Field Validation Check Error Message Project Name Is Project Name included? Project Name cannot be blank Project Category Is Project Category included? Project Category cannot be blank

Project Category Does Project Category match one of the options on the selection list?

Project Category does not match one of the selection options. Please check terminology, spelling and/or format.

Project Phase Is Project Phase included? Project Phase cannot be blank

Project Phase Does Project Phase match one of the options on the selection list?

Project Phase does not match one of the selection options. Please check terminology, spelling and/or format.

country Is Country included? Country cannot be blank

country Does Country match one of the options on the selection list?

Country does not match one of the selection options. Please check terminology, spelling and/or format.

State Province

If Country = "United States of America", "China (including Hong Kong)", "Canada" or "India"; State/Province cannot be blank

State Province cannot be blank

State Province Does State/Province match one of the options on the selection list?

State Province does not match one of the selection options. Please check terminology, spelling and/or format.

Zip Code

If Country = "United States of America", "China (including Hong Kong)", "Canada" or "India"; Zip/Postal Code cannot be blank

zip code cannot be blank

City

If Country != (does not equal) "United States of America", "China (including Hong Kong)", "Canada" or "India"; City cannot be blank

City cannot be blank

Use Type1 Has a Use Type been included? At least one Use Type must be associated with a project.

Use Type1 Does Use Type match one of the options on the selection list?

Use Type does not match one of the selection options. Please check terminology, spelling and/or format.

Use Type1 Area If use type present, has a Use Type Area been included?

At least one Use Type Area must be associated with a project.

Use Type1 Area Is Use Type Area a numerical value? Use Type Area is required to be a numeric value

Use Type1 Area Is value “blank”, “< 0” or “< 100”? A use type area greater than 100 sf is required

Use Type2* Does Use Type match one of the options on the selection list?

Use Type does not match one of the selection options. Please check terminology, spelling and/or format.

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Use Type2 Area* If use type present, has a Use Type Area been included?

A Use Type Area is required for each Use Type associated with a project.

Use Type2 Area* Is Use Type Area a numerical value? Use Type Area is required to be a numeric value

Use Type2 Area* Is value “blank”, “< 0” or “< 100”? A use type area greater than 100 sf is required

Status of Energy Model Status of Energy Model is blank and Category is Residential or Non-Residential?

Status of Energy Model cannot be blank

Status of Energy Model Does Status of Energy Model match one of the options on the selection list?

Status of Energy Model does not match one of the selection options. Please check terminology, spelling and/or format.

Design Energy Code Design Energy Code is blank and Project Category is Residential or Non-Residential?

Design Energy Code cannot be blank

Design Energy Code Does Design Energy Code match one of the options on the selection list?

Design Energy Code does not match one of the selection options. Please check terminology, spelling and/or format.

Will Energy Use Data be collected?

Will Energy Use Data be Collected is blank and Category is Residential or Non-Residential?

Will Energy Use Data be Collected cannot be blank

Will Energy Use Data be collected? Is the entry "Yes" or "No"? Energy Use Data be Collected entry can

only be "Yes" or "No".

Responsible Party for Energy Model

Does value match any of the options on the "Responsible Party for Energy Model List"

The Responsible Party for Energy Model provided does not match one of the selection options. Please check terminology, spelling and/or format.

Energy Modeling Tool Does value match any of the options on the "Energy Modeling Tool List"

The Energy Modeling Tool provided does not match one of the selection options. Please check terminology, spelling and/or format.

Baseline EUI Is the value a numerical value? is required to be a numeric value

Baseline EUI If “blank” The project is required to have a Baseline EUI value

Baseline EUI Check if Baseline EUI < 0 kBtu/sf/yr cannot be a negative number

Baseline EUI Check if Baseline EUI < 1 kBtu/sf/yr Baseline EUI is being provided the value is required to be greater than 1 kBtu/sf/yr.

Baseline EUI Use Types (Warehouse, Other) If Use Type = “Warehouse – Self Storage” or “Other”, then “Baseline EUI” must be greater than 1 kBtu/sf/yr

Baseline EUI All other Use Types Baseline EUI must be greater than 15 kBtu/sf/yr

Baseline EUI Check if Baseline EUI < 4,000 kBtu/sf/yr

Baseline EUI values greater than 4,000 kBtu/sf/yr cannot be imported into the AIA 2030 DDx

Predicted EUI Is the value a numerical value? is required to be a numeric value

Predicted EUI If “blank”, when Energy Model Status value = HAS BEEN Modeled

The project is required to have a Predicted EUI value

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Predicted EUI Check if Predicted EUI < 4,000 kBtu/sf/yr

Predicted EUI values greater than 4,000 kBtu/sf/yr cannot be imported into the AIA 2030 DDx

Predicted LPD Is the value a numerical value? is required to be a numeric value Predicted LPD Check if LPD < 0 W/sf cannot be a negative number

Window to Wall Ratio Check that the input value is between 0-100

The Window to Wall Ratio % cannot be greater than 100 or less than 0.

Renewables Does Renewables Type match one of the options on the selection list?

Renewables Type does not match one of the selection options. Please check terminology, spelling and/or format.

Occupancy Sensors Included Is the entry "Yes" or "No"? Occupancy Sensors included entry can only be "Yes" or "No".

Daylight Sensors Included Is the entry "Yes" or "No"? Daylighting Sensors included entry can only be "Yes" or "No".

Office Location

If Office location is included check to verify it matches one of the office locations on the Firm’s "> My Account", section 5. Office Locations

The office location provided does not match an office location associated with the firm account. See "> My Account" screen, section 5. Office Locations for the current set

Baseline LPD Interior Only Is the value a numerical value? BASELINE LPD (Interiors Only) is required to be a numeric value.

Baseline LPD Interior Only Check if Baseline LPD < 0 W/sf The Baseline LPD cannot be a negative number

Baseline LPD Interior Only Check if Baseline LPD < 0.1 W/sf Baseline LPD values less than 0.1 w/sf cannot be entered

Baseline LPD Interior Only Check if Baseline LPD > 5 W/sf LPD values greater than 5 w/sf cannot be entered

Predicted LPD Interior Only Is the value a numerical value? is required to be a numeric value

Predicted LPD Interior Only Check if LPD < 0 W/sf cannot be a negative number

Predicted LPD Interior Only Check if Predicted LPD < 0.1 W/sf Predicted LPD values less than 0.1 w/sf cannot be entered

Predicted LPD Interior Only Check if Predicted LPD > 5 W/sf LPD values greater than 5 w/sf cannot be entered

Inputs Responsibility

If an Inputs Responsibility value is included check to verify it matches one of the "Firm Users" listed on the Firm’s "> My Account", section 6. Firm Users

The "Inputs Responsibility name" provided does not match one of the "Firm Users" associated with the firm account. See "> My Account" screen, "section 6. Firm Users" for the current set

Electricity Produced Off-site Is the value a numerical value? Electricity Produced Off-site is required to be a numerical value.

Natural Gas Combusted On-Site Is the value a numerical value? Natural Gas Combusted On-Site is

required to be a numerical value.

District Steam Is the value a numerical value? District Steam is required to be a numerical value.

District Hot Water Is the value a numerical value? District Hot Water is required to be a numerical value.

District Chilled Water Is the value a numerical value? District Chilled Water is required to be a numerical value.

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Chiller Type Does Chiller Type match one of the options on the selection list?

Chiller Type does not match one of the selection options. Please check terminology, spelling and/or format.

Diesel Is the value a numerical value? Diesel is required to be a numerical value.

Electricity from Renewables on-site Is the value a numerical value? Electricity from Renewables on-site is

required to be a numerical value. * The same validation checks and error messages are included for Use Type 3,4,5, and Use Type Area 3,4,5.

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Appendix D: Validation Checks - WARNINGS The table outlines the input fields, the validation checks for the input fields, and the WARNING messages displayed on the validation report, if a warning is identified.

Input Field Validation Check Warning Message

Project ID Is Project ID included? A Project ID will be auto-generated for projects that do not contain a Project ID.

Zip Code Does Zip/Postal code match one of the options in the zip database?

The Zip/Postal code doesn't not match an entry in the Zip/Postal database. Please confirm Zip/Postal entry, and if correct and not in the current database you can ignore this warning.

Use Type1 Area Check if Use Type 1 Area > 10,000,000 sf

The Use Type 1 Area for the project exceeds 10 million square feet, is this correct?

Use Type2 Area* Check if Use Type 2 Area > 10,000,000 sf

The Use Type 2 Area for the project exceeds 10 million square feet, is this correct?

Use Type2 Area* Check if Sum (Use Type Areas) > 10,000,000 sf

The Total Area for the project exceeds 10 million square feet, is this correct?

Use Type2 Area* Does any of the use types for the project match?

The project contains two matching Use Types, is this correct?

Baseline EUI Check if Baseline EUI > 500 kBtu/sf/yr The Baseline EUI is greater than 500 kBtu/sf/yr. Is that correct?

Predicted EUI Check if PREDICTED EUI > 1,000 kBtu/sf/yr

The Predicted EUI exceeds 1,000 kBtu/sf/yr, is this correct?

Predicted EUI Check if PREDICTED EUI < -50 kBtu/sf/yr

The Predicted EUI is a negative value (less than -50 kBtu/sf/yr), is this correct?

Predicted EUI Check if % pEUI Reduction ((BASELINE EUI - PREDICTED EUI) / (BASELINE EUI)) > 125%

The % Predicted EUI Reduction is greater than 125% savings. That is great! We just want to confirm the PEUI and Baseline EUI values correct?

Predicted EUI Check if % pEUI Reduction ((BASELINE EUI - PREDICTED EUI) / (BASELINE EUI)) < -150%

The % Predicted EUI Reduction is a large negative value (less than -150%). Are the PEUI and Baseline EUI values correct?

Predicted LPD Check if Predicted LPD > 5 W/sf The Predicted LPD is greater than 5 W/sf. Is this correct?

Predicted LPD Check if Baseline LPD value provided A Baseline LPD has been provided. The % LPD Savings cannot be determined unless a PREDICTED LPD is provided

Baseline LPD Interior Only Check if Baseline LPD > 5 W/sf The Baseline LPD is greater than 5 W/sf. Is this correct?

Baseline LPD Interior Only Check if PREDICTED LPD value provided

A PREDICTED LPD has been provided. The % LPD Savings cannot be determined unless a BASELINE LPD is provided.

Predicted LPD Interior Only Check if LPD > 5 W/sf The LPD is greater than 5 W/sf. Is this correct?

Window to Wall Ratio Check if Window to Wall Ratio is < 5% The Window to Wall Ratio % is less than 5%. Is this correct?

Office Location Check if Office Location is blank For projects that do not include an Office Location, the first office location listed on

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“> My Account" screen, section 5. Office Locations will be assigned to the project

Electricity Produced Off Site Is Energy Model Status equal to "Will NOT be Modeled" or "Will be Modeled"?

Design Energy and Emissions values are included, but the Energy Model Status indicates that an energy model has not been developed for the project. Is this correct?

Natural Gas Combusted on Site

Is Energy Model Status equal to "Will NOT be Modeled" or "Will be Modeled"?


District Steam Is Energy Model Status equal to "Will NOT be Modeled" or "Will be Modeled"?


District Hot Water Is Energy Model Status equal to "Will NOT be Modeled" or "Will be Modeled"?


District Chilled Water Is Energy Model Status equal to "Will NOT be Modeled" or "Will be Modeled"?


Chiller Type Is Energy Model Status equal to "Will NOT be Modeled" or "Will be Modeled"?


Diesel Is Energy Model Status equal to "Will NOT be Modeled" or "Will be Modeled"?


Electricity from Renewables on Site

Is Energy Model Status equal to "Will NOT be Modeled" or "Will be Modeled"?


* The same validation checks and warning messages are included for Use Type Area 3,4,5.

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Appendix E: CSV/XLS/XLSX entry fields that require a MATCH To maintain a high level of data integrity within the AIA 2030 DDx select input fields require the value being imported match one of the selection options for that field in the DDx.

Note: January 2017 – for select input fields alias values have been added, so that the syntax of the selection options doesn’t need to be directly matched. For example, for the Energy Model Status field “HAS BEEN Modeled”, “Has Been Modeled”, and “has been modeled” are all recognized in the validation process, versus being flagged.

The Batch Import fields (mandatory and optional) that require a MATCH to an AIA 2030 DDx option

include:

• Country • State/Province • Project Phase • Status of Energy Model • Use Types • Project Category • Construction Type • Design Energy Code • Target Certification • Office Location • Responsible Party for Energy Model • Energy Modeling Tool • Renewables Type • Inputs Responsibility • Chiller Type

Country The current Country selection list, which is based on the International Organization for Standardization (ISO).

1 Afghanistan 41 Canada 81 Gambia

2 Aland Islands 42 Cayman Islands 82 Georgia

3 Albania 43 Central African Republic 83 Germany

4 Algeria 44 Chad 84 Ghana

5 American Samoa 45 Chile 85 Gibraltar

6 Andorra 46 China 86 Greece

7 Angola 47 Christmas Island 87 Greenland

8 Anguilla 48 Cocos Islands 88 Grenada

9 Antarctica 49 Colombia 89 Guadeloupe

10 Antigua and Barbuda 50 Comoros 90 Guam

11 Argentina 51 Congo 91 Guatemala

http://www.iso.org/

http://www.iso.org/

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12 Armenia 52 Congo Democratic Republic 92 Guernsey

13 Aruba 53 Cook Islands 93 Guinea

14 Australia 54 Costa Rica 94 Guinea-Bissau

15 Austria 55 Cote d'Ivoire 95 Guyana

16 Azerbaijan 56 Croatia 96 Haiti

17 Bahamas 57 Cuba 97 Heard Island and McDonald Islands

18 Bahrain 58 Curacao 98 Holy See

19 Bangladesh 59 Cyprus 99 Honduras

20 Barbados 60 Czech Republic 100 Hong Kong

21 Belarus 61 Denmark 101 Hungary

22 Belgium 62 Djibouti 102 Iceland

23 Belize 63 Dominica 103 India

24 Benin 64 Dominican Republic 104 Indonesia

25 Bermuda 65 Ecuador 105 Iran

26 Bhutan 66 Egypt 106 Iraq

27 Bolivia 67 El Salvador 107 Ireland

28 Bonaire, Sint Eustatius and Saba 68 Equatorial Guinea 108 Isle of Man

29 Bosnia and Herzegovina 69 Eritrea 109 Israel

30 Botswana 70 Estonia 110 Italy

31 Bouvet Island 71 Ethiopia 111 Jamaica

32 Brazil 72 Faroe Islands 112 Japan

33 British Indian Ocean Territory 73 Falkland Islands 113 Jersey

34 Brunei Darussalam 74 Fiji 114 Jordan

35 Bulgaria 75 Finland 115 Kazakhstan

36 Burkina Faso 76 France 116 Kenya

37 Burundi 77 French Guiana 117 Kiribati

38 Cabo Verde 78 French Polynesia 118 Korea Democratic People's Republic

39 Cambodia 79 French Southern Territories 119 Korea

40 Cameroon 80 Gabon 120 Kuwait

121 Kyrgyzstan 161 Niger 201 Sint Maarten (Dutch part)

122 Lao People's Democratic Republic 162 Nigeria 202 Slovakia

123 Latvia 163 Niue 203 Slovenia

124 Lebanon 164 Norfolk Island 204 Solomon Islands

125 Lesotho 165 Northern Mariana Islands 205 Somalia

126 Liberia 166 Norway 206 South Africa

127 Libya 167 Oman 207 South Georgia and the South Sandwich Islands

128 Liechtenstein 168 Pakistan 208 South Sudan

129 Lithuania 169 Palau 209 Spain

130 Luxembourg 170 Palestine 210 Sri Lanka

131 Macao 171 Panama 211 Sudan

132 Macedonia 172 Papua New Guinea 212 Suriname

133 Madagascar 173 Paraguay 213 Svalbard and Jan Mayen

134 Malawi 174 Peru 214 Swaziland

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135 Malaysia 175 Philippines 215 Sweden

136 Maldives 176 Pitcairn 216 Switzerland

137 Mali 177 Poland 217 Syrian Arab Republic

138 Malta 178 Portugal 218 Taiwan

139 Marshall Islands 179 Puerto Rico 219 Tajikistan

140 Martinique 180 Qatar 220 Tanzania

141 Mauritania 181 Reunion 221 Thailand

142 Mauritius 182 Romania 222 Timor-Leste

143 Mayotte 183 Russian Federation 223 Togo

144 Mexico 184 Rwanda 224 Tokelau

145 Micronesia 185 Saint Barthelemy 225 Tonga

146 Moldova 186 Saint Helena, Ascension and Tristan da Cunha 226 Trinidad and Tobago

147 Monaco 187 Saint Kitts and Nevis 227 Tunisia

148 Mongolia 188 Saint Lucia 228 Turkey

149 Montenegro 189 Saint Martin (French part) 229 Turkmenistan

150 Montserrat 190 Saint Pierre and Miquelon 230 Turks and Caicos Islands

151 Morocco 191 Saint Vincent and the Grenadines 231 Tuvalu

152 Mozambique 192 Samoa 232 Uganda

153 Myanmar 193 San Marino 233 Ukraine

154 Namibia 194 Sao Tome and Principe 234 United Arab Emirates

155 Nauru 195 Saudi Arabia 235 United Kingdom

156 Nepal 196 Senegal 236 United States Minor Outlying Islands

157 Netherlands 197 Serbia 237 United States of America

158 New Caledonia 198 Seychelles 238 Uruguay

159 New Zealand 199 Sierra Leone 239 Uzbekistan

160 Nicaragua 200 Singapore 240 Vanuatu

241 Venezuela

242 Vietnam

243 Virgin Islands (British)

244 Virgin Islands (U.S.)

245 Wallis and Futuna

246 Western Sahara

247 Yemen

248 Zambia

249 Zimbabwe State/Province Currently in the DDx there are four countries (Canada, China, India, and US) that also contain State/Province selection options.

# State/Province

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CANADA 9 Ontario

1 Alberta 5 Newfoundland and Labrador 10 Prince Edward Island

2 British Columbia 6 Northwest Territories 11 Quebec

3 Manitoba 7 Nova Scotia 12 Saskatchewan

4 New Brunswick 8 Nunavut 13 Yukon

CHINA

1 Anhui 14 Hunan 27 Sichuan

2 Beijing 15 Jiangsu 28 Taiwan

3 Chongqing 16 Jiangxi 29 Tianjin

4 Fujian 17 Jilin 30 Xianggang

5 Gansu 18 Liaoning 31 Xinjiang

6 Guangdong 19 Macao 32 Xizang

7 Guangxi 20 Nei Mongol 33 Yunnan

8 Guizhou 21 Ningxia 34 Zhejiang

9 Hainan 22 Qinghai

10 Hebei 23 Shaanxi

11 Heilongjiang 24 Shandong

12 Henan 25 Shanghai

13 Hubei 26 Shanxi

INDIA

1 Andaman and Nicobar Islands 13 Haryana 25 Nagaland

2 Andhra Pradesh 14 Himachal Pradesh 26 Odisha

3 Arunachal Pradesh 15 Jammu and Kashmir 27 Puducherry

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4 Assam 16 Jharkhand 28 Punjab

5 Bihar 17 Karnataka 29 Rajasthan

6 Chandigarh 18 Kerala 30 Sikkim

7 Chhattisgarh 19 Lakshadweep 31 Tamil Nadu

8 Dadra and Nagar Haveli 20 Madhya Pradesh 32 Telangana

9 Daman and Diu 21 Maharashtra 33 Tripura

10 Delhi 22 Manipur 34 Uttar Pradesh

11 Goa 23 Meghalaya 35 Uttarakhand

12 Gujarat 24 Mizoram 36 West Bengal

UNITED STATES OF AMERICA

1 Alabama 9 Delaware 17 Indiana

2 Alaska 10 District of Columbia 18 Iowa

3 American Samoa 11 Florida 19 Kansas

4 Arizona 12 Georgia 20 Kentucky

5 Arkansas 13 Guam 21 Louisiana

6 California 14 Hawaii 22 Maine

7 Colorado 15 Idaho 23 Maryland

8 Connecticut 16 Illinois 24 Massachusetts

25 Michigan 37 North Dakota 49 Utah

26 Minnesota 38 Northern Mariana Islands 50 Vermont

27 Mississippi 39 Ohio 51 Virgin Islands

28 Missouri 40 Oklahoma 52 Virginia

29 Montana 41 Oregon 53 Washington

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30 Nebraska 42 Pennsylvania 54 West Virginia

31 Nevada 43 Puerto Rico 55 Wisconsin

32 New Hampshire 44 Rhode Island 56 Wyoming

33 New Jersey 45 South Carolina

34 New Mexico 46 South Dakota

35 New York 47 Tennessee

36 North Carolina 48 Texas

Project Phase

DDx Input Field DDx MATCH Selection Option

Project Phase Concept1 Schematic Design1 Design Development1 Construction Documents1 Construction Administration1 Design Closeout Final1 On Hold1

1 – all capital and lower-case versions of the same spelling are accepted Status of Energy Model


Status of Energy Model Has BEEN Modeled1 Will be Modeled1 Will NOT be Modeled1

1 – all capital and lower-case versions of the same spelling are accepted Use Types The current use type options, and how they map to the ENERGY STAR Target Finder set. Note: any combination of capital and lowercase letters for the use types listed in the table will not trigger an error on the batch import data validation report. However, if dashes (“-“), backslashes (“/”), and spaces are added or removed, an error will display on the data validation report. See examples below: • bank/financial institution = YES; Bank / Financial Institution = NO (spaces added on either side of “/”) • Mixed-Use = YES; Mixed Use = NO (dash removed)

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AIA 2030 DDx Use Types 1 Bank/Financial Institution 2 Courthouse 3 Data Center 4 Education - College/University (campus-level) 5 Education - General 6 Education - K-12 School 7 Food Sales - Convenience Store (w/ or w/out gas station) 8 Food Sales - General 9 Food Sales - Supermarket/Grocery

10 Food Service - Fast Food 11 Food Service - General 12 Food Service - Restaurant/Cafeteria 13 Health Care - Clinic 14 Health Care - Hospital Inpatient 15 Health Care - Medical Office 16 Health Care - Nursing/Assisted Living 17 Health Care - Outpatient - General 18 Laboratory 19 Lodging - General 20 Lodging - Hotel/Motel 21 Lodging - Residence Hall/Dormitory 22 Mixed-Use 23 Office - Small ( less than 10,000 sf) 24 Office - Medium (10,000 to 100,000 sf) 25 Office - Large ( greater than 100,000 sf) 26 Parking 27 Public Assembly - Entertainment/Culture 28 Public Assembly - General 29 Public Assembly - Library 30 Public Assembly - Recreation 31 Public Assembly - Social/Meeting 32 Public Safety - Fire/Police Station 33 Public Safety - General 34 Religious Worship 35 Residential - Mid-Rise/High-Rise 36 Residential - Mobile Homes 37 Residential - Multi-Family, 2 to 4 units 38 Residential - Multi-Family, 5 or more units 39 Residential - Single-Family Attached 40 Residential - Single-Family Detached

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41 Retail - Mall 42 Retail - Non-mall, Vehicle Dealerships, misc. 43 Retail Store 44 Service (vehicle repair/service, postal service) 45 Storage - Distribution/Shipping Center 46 Storage - General 47 Storage - Non-refrigerated warehouse 48 Storage - Refrigerated warehouse 49 Warehouse - Self-storage 50 Other

Project Category


Project Category Non-Residential1 Residential1 Interior Only1

1 – all capital and lower-case versions of the same spelling are accepted Construction Type


Construction Type New Construction1 Major Renovation of Existing Building1

1 – all capital and lower-case versions of the same spelling are accepted Design Energy Code


Design Energy Code ASHRAE 90.1-1999 ASHRAE 90.1-2001 ASHRAE 90.1-2004 ASHRAE 90.1-2007 ASHRAE 90.1-2010 ASHRAE 90.1-2013 ASHRAE 90.1-2016 California Title 24 2005 for high rise residential California Title 24 2005 for single family residential California Title 24 2008 California Title 24 2010 California Title 24 2013 California Title 24 2016 California Title 24 NonResidential-2008 California Title 24 Residential-2005

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California Title 24 Residential-2008 IECC-2003 IECC-2006 IECC-2009 IECC-2012 IECC-2015 NECB 2011 Older than 1999 Massachusetts Stretch Code Oregon Energy Code Oregon Energy Code 2010 Oregon Energy Code 2014 Oregon Energy Efficiency Specialty Code-2010 Oregon Energy Efficiency Specialty Code-2014 Washington Energy Code Washington Energy Code-2012 Washington Energy Code-2015

Target Certification

DDx Input Field DDx MATCH Selection Option1

Target Certification BREEAM1 Designed to Earn the ENERGY STAR1 ENERGY STAR for Homes1 Green Globes1 LEED Platinum1 LEED Gold1 LEED Silver1 LEED Certified1 Living Building Challenge1 Living Building Net-Zero Certification1 Passive Haus1 SITES1 Well Building Standard1 Others1 None1

1 – all capital and lower-case versions of the same spelling are accepted Office Location (required to MATCH one of the options on Firm’s > My Account screen) Responsible Party for Energy Model

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DDx Input Field DDx MATCH Selection Option Responsible Party for Energy Model Architecture Team1 Design Engineer1 Modelling Consultant2 Other1

1 – all capital and lower-case versions of the same spelling are accepted 2 – in addition to above, all versions with modeling spelled with one “l” are accepted Energy Modeling Tool


Energy Modeling Tool 30 AEDG AERG 50 AEDG AERG Autodesk Insight 360 Cove.tool DOE 2.2 DOE-2.1E EnergyPro DOE-2.1E VisualDOE DOE-2.2 eQuest DOE-2.2 GreenBuildingStudio DOE-2.2 Other EnergyPlus AECOSim EnergyPlus DesignBuilder EnergyPlus Ladybug Tools EnergyPlus OpenStudio EnergyPlus Other EnergyPlus Simergy HAP HEED Home Energy Saver IES - Virtual Environment None Other Other design guide Other energy simulation tool PlanIt Impact REM Rate Sefaira TRACE 700 TRNSYS

Renewables Type


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Renewables PV1 Wind Turbine1 Solar Thermal1 None1

1 – all capital and lower-case versions of the same spelling are accepted Inputs Responsibility (required to MATCH one of the options on Firm’s > My Account: Section 6)

Chiller Type DDx Input Field DDx MATCH Selection Option

Chiller Type Electric Driven1 Nat. Gas Absorption1 Nat. Gas Engine Driven1

1 – all capital and lower-case versions of the same spelling are accepted