Draft Details
- Health care facility design studies and post-o...
- Draft Standard
- Legal Notice for Draft Standards
- Preface
- CSA Z8003:25
- + 0 Introduction
- 0.1 General
- 0.2 Goal of standard
- 0.3 Consistent methodology and practical requir...
- 0.4 Complements existing standards and codes
- 0.5 Set of requirements, references and guideli...
- 0.6 Principles and objectives
- 0.7 Consistent approach
- 0.8 Exclusions
- + 1 Scope
- 1.1 General
- 1.2 Application
- 1.3 Inclusions
- 1.4 Climate change mitigation and adaptation
- 1.5 Clinical practice and operations
- 1.6 Terminology
- 2 Reference publications
- + 3 Definitions and abbreviations
- 3.1 Definitions
- 3.2 Abbreviations
- + 4 General
- + 4.1 Overview
- 4.1.1 Studies
- 4.1.2 Study progression to POE
- 4.1.3 Project agreements and contracts
- 4.1.4 Timing of studies
- 4.1.5 Benefits of studies
- + 4.1.6 Types of studies
- 4.1.6.1 Low carbon, climate risk and sustainabi...
- + 4.1.7 Outcomes
- 4.1.7.1 Determining and evaluating objectives
- 4.1.7.2 Conducting and integrating PDC studies ...
- 4.1.7.3 Conducting a POE study
- 4.1.7.4 Documentation of study outcomes and les...
- + 4.2 Study development
- 4.2.1 Initiation
- 4.2.2 Proposals
- 4.2.3 IDT and study team role
- 4.2.4 Steering committee
- 4.2.5 Project sponsor
- 4.2.6 Framework
- 4.2.7 Vendor and/or consultant role
- 4.2.8 Study and/or research plan
- 4.2.9 Stakeholders
- + 4.2.10 Study lead
- 4.2.10.1 General
- 4.2.10.2 Coordination
- 4.2.11 Study team
- 4.2.12 Additional team resources
- 4.2.13 Engagement plan
- 4.2.14 Communication plan
- 4.3 Methodology
- Table 1
- 4.4 Established frameworks
- 4.5 Topic category
- + 4.6 Funding and approvals
- 4.6.1 Funding
- 4.6.2 Overall approvals
- 4.6.3 Ethics approval
- + 4.7 Study proposal and approval
- 4.7.1 Submission requirements
- 4.7.2 Funding governance
- 4.8 Study management and implementation
- + 5 Planning, design, and construction studies
- + 5.1 General
- 5.1.1 Introduction to PDC studies in project de...
- 5.1.2 PDC personnel
- 5.1.3 Third party funded projects
- 5.1.4 Agreement on PDC study requirements
- 5.1.5 Validation and implementation of PDC stud...
- 5.2 Study objectives
- 5.3 Study topics
- 5.4 Timelines
- + 5.5 PDC study framework
- 5.5.1 Development of PDC study framework
- 5.5.2 Reasons for not progressing with study
- 5.6 Stand-alone PDC studies
- 5.7 PDC and POE studies in a continuum
- 5.8 Research plan
- + 5.9 Study methodologies
- 5.9.1 General
- 5.9.2 Study steps
- 5.10 Final report
- + 5.11 Resource planning
- 5.11.1 General
- 5.11.2 Engagement plan
- 5.11.3 Interdisciplinary design team
- + 5.11.4 Quality improvement and data management
- 5.11.4.1 PDC studies for improvement
- 5.11.4.2 Quality improvement and data managemen...
- 5.11.5 Infection prevention and control (IPC)
- 5.11.6 External resources
- + 6 Post-occupancy evaluation
- + 6.1 General
- 6.1.1 When to undertake POE
- 6.1.2 Purpose and permission
- 6.1.3 Choice, resources, and methodology
- + 6.1.4 Types of POE
- 6.1.4.1 Type A General project evaluation
- 6.1.4.2 Levels and methodologies of Type A Gene...
- 6.1.4.3 Types of B detailed POEs and their rese...
- 6.1.4.4 Differentiation and adaptation of Type ...
- 6.1.5 Combination studies
- Figure 2
- 6.1.6 Outcomes
- 6.1.7 Guidance to observation and interviews
- + 6.2 Type A General POE
- 6.2.1 General
- 6.2.2 Objectives
- + 6.2.3 Defining features
- 6.2.3.1 Understanding and implementing Type A G...
- 6.2.3.2 Consistency in POE methodology across m...
- 6.2.3.3 Documentation and use of POE findings
- 6.2.4 Limitations
- 6.2.5 Research plan
- 6.2.6 Approval
- 6.2.7 Study team
- 6.2.8 Topic selection process
- + 6.2.9 Evaluation approaches
- 6.2.9.1 Subdivision of Type A General POEs into...
- 6.2.9.2 Inclusion of comparative studies in sim...
- 6.2.9.3 Guidelines for study team in establishi...
- + 6.3 Type A1 General POE
- 6.3.1 General
- 6.3.2 Interviews
- 6.3.3 Facilitated group discussion
- 6.3.4 Walkthroughs
- + 6.4 Type A2 — General POE
- 6.4.1 General
- 6.4.2 Interviews
- 6.4.3 Surveys
- 6.4.4 Secondary data retrieval
- + 6.5 Type A3 — General POE
- 6.5.1 General
- + 6.5.2 Observations
- 6.5.2.1 General
- 6.5.2.2 Informal observations
- + 6.5.2.3 Formal observations
- 6.5.2.3.1 Formal observations for behavioural p...
- 6.5.2.3.2 Designing the observation process
- 6.5.2.3.3 Design and implementation of observat...
- + 6.5.3 Project impact methodology
- 6.5.3.1 Methodology review
- 6.5.3.2 Data retrieval and custom data collecti...
- 6.5.3.3 Mapping project vision to measurable ou...
- 6.5.3.4 Assessment of project impact on patient...
- 6.5.4 Data analysis
- 6.5.5 Final report
- + 6.6 Type B Detailed POE
- 6.6.1 General
- 6.6.2 Levels of Type B Detailed POE
- 6.6.3 Type B1 POE
- 6.6.4 Type B2 POE
- 6.6.5 Objectives
- 6.6.6 Study topics
- 6.6.7 Limitations and considerations
- 6.6.8 Research plan
- 6.6.9 Approval
- + 6.6.10 Study team
- 6.6.10.1 Study team leader requirements
- 6.6.10.2 Study outcome expectations
- 6.6.10.3 Study team personnel
- 6.6.11 Onsite coordinator
- 6.6.12 Design strategy selection
- 6.6.13 Evaluation approaches
- 6.6.14 Study schedule
- + 6.7 Type B1 POE
- 6.7.1 General
- 6.7.2 Objectives
- 6.7.3 Approval
- 6.7.4 Study lead
- 6.7.5 Onsite coordinator
- 6.7.6 Additional research consultant
- 6.7.7 Methodology
- 6.7.8 Study topic
- 6.7.9 Outcomes
- + 6.7.10 Data collection
- 6.7.10.1 General
- 6.7.10.2 Baseline data collection
- 6.7.10.3 Secondary data collection
- 6.7.11 Results documentation
- 6.7.12 Data analysis
- 6.7.13 Final report
- + 6.8 Type B2 POE
- 6.8.1 General
- 6.8.2 Objectives
- 6.8.3 Approval
- 6.8.4 Request for proposal considerations
- + 6.8.5 Study lead
- 6.8.5.1 Internal study lead
- 6.8.5.2 External study lead
- 6.8.6 Statistician
- 6.8.7 Onsite coordinator
- 6.8.8 Study scale
- 6.8.9 Research ethics board considerations
- 6.8.10 Study topic
- 6.8.11 Outcomes
- 6.8.12 Evaluation framework
- 6.8.13 Study methodology
- + 6.8.14 Data collection
- 6.8.14.1 Development and implementation of data...
- 6.8.14.2 Determining data collection tools and ...
- 6.8.15 Participant recruitment
- 6.8.16 Statistical analysis
- 6.8.17 Final report
- + 7 Knowledge sharing
- + 7.1 General
- 7.1.1 Influence of PDC studies and POEs on poli...
- 7.1.2 Incorporating knowledge transfer plan in ...
- 7.1.3 Guiding questions for establishing knowle...
- 7.1.4 Study purpose and methodology reporting
- + 7.2 Reporting of results
- 7.2.1 Mandatory reporting requirements and diss...
- 7.2.2 Voluntary reporting and dissemination pla...
- 7.2.3 Reporting hypothesis support and alternat...
- 7.2.4 Dissemination of study findings and organ...
- + 7.3 Dissemination process
- 7.3.1 Culture of knowledge sharing
- 7.3.2 Knowledge sharing expectations
- 7.3.3 Developing project-specific dissemination...
- + 7.4 Internal and external dissemination
- 7.4.1 Sharing of learnings or transferable acti...
- 7.4.2 Inclusion of decision-makers in sharing e...
- + Annex A (informative)
- Bibliography
- + Annex B (informative)
- Study topic examples
- Table B.1
- + Annex C (informative)
- C.1 PDC study framework (includes stand-alone a...
- C.2 POE framework (following a PDC study in a c...
- C.3 PDC study activities and resource implicati...
- + Annex D (informative)
- Types of POE
- Table D.1
- + Annex E (informative)
- Balanced scorecard example
- Table E.1
- + Annex F (informative)
- Project impact methodology
- Table F.1
- + Annex G (informative)
- Generic room evaluation tool for Type A genera...
- + Annex H (informative)
- Dissemination plan template example
- + Annex I (informative)
- Report template example
- + Annex J (informative)
- Final report
- + Annex K (normative)
- Climate Change Resilience and Low Carbon Resil...
- K.1 Studies in PDC
- K.2 Studies in POE
- + Annex L (informative)
- An example of a PDC-POE Continuum
- 1 Study Objective
- 2 Methodology
- 3 Energy model as accountability tool
- 4 Validation of low carbon design
- 5 Measurement and Verification (M&V)
- + Annex M (informative)
- Centralized data repository
- M.1 Features of centralized data repository
- M.2
- M.3 Dissemination and Sharing
- M.4 Centralized data repository template exampl...
1.1 General
This Standard provides requirements and guidance for a consistent approach on how to plan and conduct a study to evaluate different HCF design features while ensuring that the resources required and level of rigour match the undertaking.
Note: The focus of these studies should be aligned with the objectives of the funding agency or study sponsor to address HCF planning or design issues or to learn from elements of the completed projects to inform future projects. The study can include planning, design, and construction (PDC) studies and post-occupancy evaluations (POE).
1.2 Application
This Standard applies to HCF projects, including new construction or redevelopments of existing facilities (e.g., additions, renovations), and is intended to be used by HCFs providing services regardless of type, level of care, size, or location.
1.3 Inclusions
This Standard is developed for a broad range of users, including, but not limited to, HCFs, funding agencies, governments, professional designers and planners, architects, engineers, infection prevention and control professionals, health care teams and clinical staff, vendors, researchers, and internal and external evaluators.
This Standard supports interdisciplinary design teams (IDT) for an HCF project as defined in CSA Z8000 that includes key members of the HCF as subject matter experts: administrators, health care program and clinical planners, clinical staff, infection prevention and control professionals, facility operations and maintenance staff, patients and their families, and non-clinical support staff. Other key members of the IDT may include non-HCF individuals (e.g., professional designers, vendors, funding agencies).
1.4 Climate change mitigation and adaptation
This standard incorporates studies which assess the effectiveness, efficacy, and implementation of climate change mitigation and adaptation.
1.5 Clinical practice and operations
This Standard is not intended for the evaluation of clinical practice or facility operations except as it influences the planning, design, and construction process (i.e., third-party operational reviews).
1.6 Terminology
In this Standard, “shall” is used to express a requirement, i.e., a provision that the user is obliged to satisfy in order to comply with the Standard; “should” is used to express a recommendation or that which is advised but not required; and “may” is used to express an option or that which is permissible within the limits of the Standard.
Notes accompanying clauses do not include requirements or alternative requirements; the purpose of a note accompanying a clause is to separate it from the explanatory text of informative material.
Notes to tables and figures are considered part of the table or figure and may be written as requirements.
Annexes are designated normative (mandatory) or informative (non-mandatory) to define their application.
You may comment on any section of this document by clicking the “Submit Comment” link at the bottom of the relevant section.