Design Data Exchange Bulk Import Guide Last revised: August 6, 2021 DDx Bulk Import Guide Table of Contents Section 1: Introduction ................................................................................................................................. 3 Section 2: Step-by-Step Instructions ............................................................................................................. 3 Section 3: Special Cases and Notes ............................................................................................................... 9 Importing projects with multiple use types .............................................................................................. 9 Importing projects with multiple design phases ...................................................................................... 9 Importing projects with multiple fuel sources .......................................................................................... 9 Importing projects with multiple types of onsite renewable energy ....................................................... 9 Importing projects with multiple carbon modeling scopes .................................................................... 10 Importing projects with multiple carbon modeling LCA stages .............................................................. 10 State ........................................................................................................................................................ 10 Climate zone ........................................................................................................................................... 10 Energy baseline ....................................................................................................................................... 10 Lighting power density (LPD) .................................................................................................................. 10 Updating projects via bulk import .......................................................................................................... 10 Section 4: Validations and Errors ................................................................................................................ 11 Input fields with associated possible errors ........................................................................................... 11 Validations .............................................................................................................................................. 16 Section 5: Appendices (input tables) .......................................................................................................... 17 Countries ................................................................................................................................................. 17 U.S. states ............................................................................................................................................... 20 Canadian provinces ................................................................................................................................. 22 Climate zones .......................................................................................................................................... 22 Energy codes ........................................................................................................................................... 23 Use types ................................................................................................................................................. 24 Energy modeling tools ............................................................................................................................ 25 Life Cycle Assessment tools (for embodied carbon tracking) ................................................................. 25 2 DDx Bulk Import Guide Section 1: Introduction The AIA 2030 DDx offers multiple ways to add and upload project data: through the DDx user interface, API, and bulk import options. This guide provides a step-by-step walkthrough of how the bulk import feature is used, including details on required formatting, potential errors, and special cases, such as projects with multiple use types or design phases. Rather than entering project information individually into the AIA 2030 DDx, companies may instead choose to use the bulk import feature to bring their data into the DDx, particularly if they have already integrated reporting into other databases. To use bulk import, project data must be added to the CSV or Excel bulk import template, with a recommended maximum size of 5,000 projects. Note that the bulk import feature is only available to employees with Administrator privileges. Section 2: Step-by-Step Instructions This section provides step-by-step instructions with associated screenshots from the DDx on how to use the bulk import feature. Step 1 – Log into the AIA 2030 DDx: 3 DDx Bulk Import Guide Step 2 – Once logged in, select the “Company” tab at the top of the page: Step 3 – Within the company tab, scroll down to “Manage Projects” and select “Import”: 4 DDx Bulk Import Guide Step 4 – On the bulk import page, you can download a CSV or Excel template (see section 4 for fields): Step 5 – Add your project data to the template and save the file: 5 DDx Bulk Import Guide Step 6 – Once your file is ready, select “choose file”: Step 7 – When the file is selected, the file name will appear below the “Choose file” button and the import button will turn green and the project data can be imported. Click the green import button to upload the project data: 6 DDx Bulk Import Guide Step 8 – After upload, the page will update with a summary table, and, as necessary, an error table. Below is the summary table, which displays the total number of rows validated, the number of rows with no errors, and the number of rows with errors, both by all projects and by project types (residential, non-residential, interior only, and unknown): Step 9 – The error table details which column(s) are impacted, the error message or corrective action needed, and the row number(s) to which the error applies: 7 DDx Bulk Import Guide Step 10 – Once errors are addressed, the file can be saved and uploaded again. If the message “Your import is successfully completed, you can now view your projects” appears below the summary report, then the import is complete. 8 DDx Bulk Import Guide Section 3: Special Cases and Notes Importing projects with multiple use types Some projects may have multiple use types. For these projects, the user must add additional columns to the template for “use type” and “use area” and designate the number (e.g., “use type 1,” “use area 1,” “use type 2,” “use area 2,” and so on, with no limit on the number of use types). After adding the necessary number of columns, the user can then input the additional use types and use areas in those columns. Importing projects with multiple design phases If a project is being reported with multiple design phases, users should copy and paste the project row, changing the design phase, reporting date, and the rest of the design phase-related fields, with no changes needed to the remaining information (project types, use types, locations, etc.). This will add a new design phase to the project without changing the other project information. Importing projects with multiple fuel sources For the “fuel sources” column, values must be provided as a string in which the object keys are valid DDx fuel source names and the values are positive numbers. For example, to declare 12.12 Therms/yr from natural gas and 34.34 kBtu/yr from other fossil fuel sources, this string would be entered in the fuel sources column: {"Natural gas":12.12,"Other fossil fuel sources":34.34}. Valid values and units for the fuel sources column are: Name Unit Grid electricity kWh/yr Natural gas Therms/yr District kBtu/yr Other fossil fuel sources kBtu/yr Electricity from on-site renewables kWh/yr Electricity from off-site renewables kWh/yr Importing projects with multiple types of onsite renewable energy For projects with multiple types of onsite renewable energy, the renewable energy options (photovoltaic, solar thermal, or wind turbine) must be entered separated by a “|”—for example, “photovoltaic|wind turbine” in the cell(s) under the onsite renewables column. 9 DDx Bulk Import Guide Importing projects with multiple carbon modeling scopes For projects with multiple types of carbon modeling scopes, the carbon modeling scope options (substructure, superstructure, enclosure, interiors, or others) must be entered separated by a “|”—for example, “superstructure|interiors|others” in the cell(s) under the carbon modeling scopes column. Importing projects with multiple carbon modeling LCA stages For projects with multiple types of carbon modeling life cycle assessment (LCA) stages, the carbon modeling LCA stage (Product stage (A1-3), Construction process stage (A4), Construction process stage (A5), Use (B1-5), End of life (C1-4), or Module D) must be entered separated by a “|”—for example, “Use (B1-5)|Module D” in the cell(s) under the carbon modeling stages column. State State is a required field. For US state and Canadian provinces, the entries must match the lists provided in section 5. For any other countries, the field cannot be left blank, but users can enter any combination of letters, numbers, and special characters to complete the import process. Climate zone Climate zone is an