1.1: Integrated Design Process (IDP)

(20 maximum possible points)

1.1.1 Integrated Design Meetings (6 points)

GREEN GLOBES #1.1.1.1 Was an integrated design process (IDP) employed which included a minimum of three of the key design disciplines involved in the project?

Check as many key disciplines below as apply.

Tooltip

Individuals representing key design disciplines should attend a pre-design planning session in the form of a meeting, charrette , or workshop during pre-design of the project. The Green Globes Assessor will ask for minutes or report of the pre-design planning workshop or charrette, and when this meeting occurred in the overall project schedule. See References for examples of Integrated Design Processes (IDP’s).

Assessment Guidance

Ensuring that all goals are established at the beginning of the design process and that all team members are actively involved throughout the entirety of the project is a key factor to designing a sustainable tenant space that meets the client’s needs. Moreover, a team effort usually cannot function effectively without a designated leader. Since commercial interior projects are typically smaller in scope, it is not unreasonable to have the designated project manager, typically with the architectural design firm, also function as the sustainability coordinator or green facilitator. However, as with many larger projects, it is entirely appropriate to have a separately appointed sustainability coordinator, including an outside third party professional. This individual will typically call and run the project meetings that address sustainable design and construction; guide the sustainability discussion and decision making activities among the various disciplines and stakeholders; maintain minutes and a log of inquiries, follow-up and decisions, function as the focal point of project communications related to sustainability, and would be the most efficient team member to complete the Green Globes online program and follow-up activities. It is imperative that project team members know the basic goals and aspirations of the Green Globes for Sustainable Interiors rating system and are familiar with the criteria in each of the 6 environmental assessment areas. If commissioning is part of the project, then the Owner’s Project Requirements (OPR) and the Basis of Design (BOD) key commissioning documents could be derived from the meeting notes.

According to the Whole Systems Integrated Process Guide, the basic elements of integrated design are: 

• Assemble the right team 
• Fully engage client in the design decision process 
• Align team around basic aspirations, a core purpose, and core values 
• Identify key systems to be addressed that will most benefit the environment and project 
• Commit to specific measurable goals for key systems 
• Optimization of the design of systems 
• Follow through during construction process 
• Commission the project, as appropriate for a Sustainable Interiors project 
• Maintain the systems 
• Measure performance and respond to feedback – adjust key aspects of the systems accordingly

The exact number of “all hands” project meetings that need to occur will vary from project to project, depending on size of the retrofitted space, complexity, and desired sustainability goals. The Whole Systems Integrated Process Guide suggests at least seven of these meetings or workshops for a new building or major renovation project. An SI project would ideally be in the range of three to four formal meetings. ANSI/ASHRAE/IES/USGBC Standard 189.1-2014 Appendix F: Integrated Design and ANSI/ASHRAE/USGBC/IES Standard 189.1-2011, Appendix H: Integrated Design suggests that the design and construction team should use a charrette process to determine the optimal building scheme but does not outline any specific number of meetings. The primary concept that both references have in common is that collaborative meetings with all key design and construction personnel should be held as early as possible in the design process and should continue through building occupancy.

The Green Globes Assessor will look for project meeting minutes and agendas detailing which project members were in attendance and the general goals and outcomes of the meetings. At a minimum, meeting minutes will cover: agenda topics discussed, key decisions or conclusions reached, and action items assigned to whom, to be completed by when. Another valuable document to submit to the assessor is a list of key project personnel including a description of their major tasks.

References 

• Whole Systems Integrated Process Guide 
• ANSI/ASHRAE/IES/USGBC Standard 189.1-2014, Standard for the Design of HighPerformance Green Buildings, Appendix F: Integrated Design 
• ANSI/ASHRAE/USGBC/IES Standard 189.1-2011, Standard for the Design of HighPerformance Green Buildings Appendix H: Integrated Design 
• Better Bricks- Integrated Design and Delivery 
• IEA Solar Heating and Cooling Task 23- Examples of Integrated Design 
• A Whole Systems Approach- Integrated Building Design

GREEN GLOBES #1.1.1.1.1 : Acoustics Consultant, Acoustician, or Special Systems Engineer

GREEN GLOBES #1.1.1.1.2 : Architect or Interior Designer

GREEN GLOBES #1.1.1.1.3 : Building Facilities Manager

GREEN GLOBES #1.1.1.1.4 : Commissioning Agent

GREEN GLOBES #1.1.1.1.5 : Contractor

GREEN GLOBES #1.1.1.1.6 : Electrical Engineer

Tooltip

Mark “N/A” where there are no major changes to electrical system.

GREEN GLOBES #1.1.1.1.7 : Lighting Designer/Illuminating Engineer

GREEN GLOBES #1.1.1.1.8 : Mechanical Engineer - HVAC

Tooltip

Mark “N/A” where there are no major changes to HVAC and plumbing.

GREEN GLOBES #1.1.1.1.9 : Mechanical Engineer – Plumbing

GREEN GLOBES #1.1.1.1.10 : Owner and/or Leasing Company Representative

GREEN GLOBES #1.1.1.1.11 : Project Manager

GREEN GLOBES #1.1.1.1.12 : Structural Engineer

Tooltip Mark

“N/A” where there are no major structural changes.

GREEN GLOBES #1.1.1.1.13 : Sustainable Design Coordinator

Tooltip

This is a role that can be assumed by a member of the team, e.g. the Architect or Interior Designer.

GREEN GLOBES #1.1.1.1.14 : User Group Representative

GREEN GLOBES #1.1.1.1.15 : Other Key Professional

GREEN GLOBES #1.1.1.1.15.1 : Describe other key professional, if applicable.

If none, enter "None."

1.1.2 IDP Performance Goals (11 points)

GREEN GLOBES #1.1.2.1 Were (qualitative) green design goals established at the pre-design phase for any or all of the following:

Tooltip

Written qualitative goals must have been established during the pre-design phase for each item receiving credit.

Assessment Guidance

The team should begin by reviewing all applicable Green Globes criteria. During “all hands” meetings or design charrettes , the main project designers should systematically identify the performance standards and the associated metrics by which the project success will be judged. Meeting minutes should reflect initial and final performance goals for the subcriteria listed above. These performance goals should be reflected in the project’s Division 01 specifications (e.g. “Section 01 8113 Sustainable Design Requirements for New Construction and Major Renovations ”) and also in the Owner’s Project Requirements document.

A distinction between goals and objectives would be that goals are broad, qualitative expressions addressing the sustainability principles that projects are trying to achieve. Performance objectives differ from goals in that they are more specific and focused on setting criteria related to quantitative outcomes.

For goals, you might say: “We will use only energy-efficient light bulbs and fixtures,” or “We want to create an environment where all occupants can do their work in space adequate for their tasks, without feeling crammed or confined.”

Corresponding objectives might be: “We will achieve a lighting power densities to meet specific targets for various spaces, in terms of Watts per sq. ft. or in percent of overall energy consumption.”

A performance objective might be to make sure that all work surfaces receive at least 50 lumens per sq.ft. of incident light, or the temperature and humidity must be kept within the 90% comfort zone of ANSI/ASHRAE Standard 55-2010.

References

• Whole Systems Integrated Process Guide 
• ANSI/ASHRAE/IES/USGBC Standard 189.1-2014, Standard for the Design of HighPerformance Green Buildings, Appendix F: Integrated Design 
• ANSI/ASHRAE/USGBC/IES Standard 189.1-2011, Standard for the Design of HighPerformance Green Buildings Appendix H: Integrated Design 
• ANSI/ASHRAE Standard 55-2010

GREEN GLOBES #1.1.2.1.1 : Acoustic comfort?

• Yes (1 point)
• No (0 points)

 

GREEN GLOBES #1.1.2.1.2 : Efficient lighting?

• Yes (1 point)
• No (0 points)

 

GREEN GLOBES #1.1.2.1.3 : Lighting quality?

• Yes (1 point)
• No (0 points)

Tooltip

“Lighting quality” refers to recognizing early in the design process the visual needs of the future occupants, such as visual comfort from glare, lighting that supports health and productivity, and whether lighting levels are adequate for the task. An example of this would be to consider avoidance of eye strain symptoms from relevant task area by considering lighting levels and other parameters such as glare and color rendition.

GREEN GLOBES #1.1.2.1.4 : Material utilization and efficiency?

• Yes (1 point)
• No (0 points)

Tooltip

This means Life Cycle Analysis, minimal use of raw materials, recycling, deconstruction and disassembly.

 

GREEN GLOBES #1.1.2.1.5 : Space optimization and flexibility?

• Yes (1 point)
• No (0 points)
• N/A

Tooltip

Many larger organizations have a space planning, programming and justification policy and procedures document, including most public entities. This can serve as a guidance document for this process. Otherwise, prudent consideration of the true space need, space layout and adaptability for the most efficient design for the intended occupancy should be reflected in the sustainable goal setting process.

GREEN GLOBES #1.1.2.1.6 : Thermal comfort and indoor air quality?

• Yes (1 point)
• No (0 points)

GREEN GLOBES #1.1.2.1.7 : Waste management and recycling for occupants?

• Yes (1 point)
• No (0 points)

GREEN GLOBES #1.1.2.2 Were performance objectives (metrics) established at the pre-design phase for the following:

Tooltip

Written performance objectives must have been established during the pre-design phase for one or more of the items listed. Goals should be numerical in terms of percent achieved (e.g. for construction waste), or quantifiable units (e.g. W/sq.ft. for lighting), total connected kW per space or area (e.g. for plug loads), and percent reduction relative to a base (e.g. for water).

Assessment Guidance

Document project performance goals in a similar manner as the other IDP items. It is also very good best management practice to assign an individual of the project team to each performance goal to champion the follow through and implementation.

GREEN GLOBES #1.1.2.2.1 : Construction waste diversion?

• Yes (1 point)
• No (0 points)

GREEN GLOBES #1.1.2.2.2 : Lighting power density?

• Yes (1 point)
• No (0 points)

GREEN GLOBES #1.1.2.2.3 : Plug load power density?

• Yes (1 point)
• No (0 points)

GREEN GLOBES #1.1.2.2.4 : Water conserving features?

• Yes (1 point)
• No (0 points)

1.1.3 IDP Progress Meeting for Design (3 points)

GREEN GLOBES #1.1.3.1 Did the integrated design process (IDP) team hold progress meetings prior to the respective completion of the following project phases:

Tooltip

Agenda items should include the following: Review established (and/or modified) performance goals and green design goals; Refine language regarding performance and green design goal outcomes into Plans and Specifications; Identify any missing requirements and required steps to correct; establish/track responsibilities for gathering documentation and review plans for operations and maintenance training.

Assessment Guidance

Integrated Design Process (IDP): a process in which the project team is led by an individual and/or a team of individuals in the setting and ranking of measurable sustainable design and project delivery goals through an integrated process, and which facilitates reporting mechanisms to report to the team and owner on the progress made toward each goal, along with documentation of the process.

The Green Globes Assessor will be looking for project meeting minutes and agendas detailing the project stage and which project members were in attendance. Project Managers should maintain an electronic meeting log to organize and efficiently present this information for review.

References 

• Whole Systems Integrated Process Guide 
• ANSI/ASHRAE/IES/USGBC Standard 189.1-2014, Standard for the Design of HighPerformance Green Buildings, Appendix F: Integrated Design 
• ANSI/ASHRAE/USGBC/IES Standard 189.1-2011, Standard for the Design of HighPerformance Green Buildings Appendix H: Integrated Design 
• Whole Building Design Guide (WBDG): Project Planning, Delivery, Controls

GREEN GLOBES #1.1.3.1.1 : At the Concept Design Phase?

• Yes (1 point)
• No (0 points)

Tooltip

At the Concept Design Phase, the general scope, preliminary design, scale, and relationships among the components of the project are established along with budget and schedule.

GREEN GLOBES #1.1.3.1.2 : At the Design Development Phase?

• Yes (1 point)
• No (0 points)

Tooltip

At the Design Development Phase, enlarged scale drawings, detailed elevations and plans, and design mock-ups should show major elements including mechanical, electrical, structural, telecommunications, plumbing systems, and fire protection.

Assessment Guidance

Design Development Phase: refines the scope of work previously approved in the schematic design phase. In this phase the project is developed to a level of detail necessary to work out a clear, coordinated description of all aspects of the project. Major elements including equipment, fire protection, mechanical, electrical, structural, telecommunications and plumbing systems are designed and coordinated through enlarged scale drawings, detailed elevations and plans, and design mock-ups as required.

GREEN GLOBES #1.1.3.1.3 : At the Construction Documents Phase?

• Yes (1 point)
• No (0 points)

Tooltip

At the Construction Documents Phase, finalized drawings and specifications for all components and systems of the building are produced that form the basis for drawing up contracts, obtaining necessary permits, and constructing the project. The Construction Documents Phase also encompasses the majority of formal documentation for the Green Globes assessment and rating process.

Assessment Guidance

Construction Documents Phase: the last stage of the design process. The design and delivery team is focused on finalizing the drawings and specifications for all components and systems of the building, producing the Contract Documents. A complete set of Contract Documents provides a comprehensive, fully coordinated set of construction documents and specifications for construction procurement, followed by what that the contractor uses to obtain necessary permits and construct the project.

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