Combining Energy Performance and Indoor Environmental Quality (IEQ) in Buildings: A Systematic Review on Common IEQ Guidelines and Energy Codes in North America
Abstract
:1. Introduction
2. Materials and Methods
3. IEQ: Parameters and Indicators for the Codes and Guidelines
3.1. Thermal Comfort (TC)
- Air temperature and velocity;
- Operative temperature (a combination of indoor air temperature and mean radiant temperature);
- Relative humidity;
- Occupant clothing values (Clo value);
- Human metabolic rate (based on activity).
3.2. Indoor Air Quality (IAQ)
- Combustion by-products (e.g., CO2, CO, particulate matter);
- Natural origin substances (e.g., radon, mould, pollen, pet dander);
- Biological agents;
- Chemical contaminants;
- Pesticides, asbestos;
- Ozone;
- Volatile organic compounds.
3.3. Visual Comfort (VC)
Parameter | Descriptions |
---|---|
Natural light quantity | Natural light quantity is associated with useful daylight illuminance (UDI) or daylight autonomy (DA). DA reflects the number of hours that a defined daylight level is above throughout the year. Also, there are other indices involving natural daylight, such as the daylight factor (DF), continuous daylight autonomy (DAcon), and spatial daylight autonomy (sDA). |
Distribution of light perceived by the eye | The change in the light intensity of space is considered here with the time that the human eye takes to adjust to it. Under dimmed-light conditions, the eye’s perceived intensity of the light is different than the actual intensity (dimmed light intensity). Illuminance uniformity (UO) can be used to evaluate the light distribution. |
Illuminance, assessing the quantity of light | Illuminance is the measure of how much light illuminates a surface, which is measured in lux. Also, 1 lux is defined as the total luminous flux on a unit surface area (1 lumen per 1 m2). The lighting-related standards specify the minimum illuminance levels required for daily tasks. When defining the task lux level, most standards consider the task area, immediate surroundings, and background area (e.g., the Illuminating Engineering Society of North America lighting handbook). |
3.4. Acoustic Comfort (AC)
4. IEQ Guidelines and Standards
5. Building Energy Codes and Standards: Energy Efficiency and IEQ
6. Discussion
6.1. Interrelationships
- Approach 1: Improve the energy efficiency of equipment and appliances (e.g., HVAC, hot water systems, electrical appliances).
- Approach 2: Improve the building envelope’s thermal performance by using better insulation and reducing the air infiltration and leakage rate for space conditioning (through airtightness).
6.2. Implications and Future Directions
7. Conclusions
Supplementary Materials
Author Contributions
Funding
Data Availability Statement
Acknowledgments
Conflicts of Interest
Abbreviations
IEQ | Indoor environmental quality |
GHG | Greenhouse gas |
IAQ | Indoor air quality |
SBS | Sick building syndrome |
LEED | Leadership in Energy and Environmental Design |
WHO | World Health Organization |
TC | Thermal comfort |
PMV | Predicted mean vote |
PPD | Predicted percentage of dissatisfaction |
ASHRAE | American Society of Heating, Refrigerating, and Air-Conditioning Engineers |
HVAC | Heating, ventilation, and air-conditioning |
PM | Particulate matter |
EPA | Environmental Protection Agency |
VC | Visual comfort |
IESNA | Illuminating Engineering Society of North America |
AC | Acoustic comfort |
UDI | Useful daylight illuminance |
DA | Daylight anatomy |
DF | Daylight factor |
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CO2 (ppm)—carbon dioxide level | TVOC—Total volatile organic compound levels |
CO—carbon monoxide level | VOC—volatile organic compound levels |
Benzene | NO2—Nitrogen dioxide level |
PM 10 (µg/m3)—particulate matter (10 µm or less) | O3—ozone |
PM 2.5 (µg/m3)—particulate matter (2.5 µm or less) | Radon level |
RH—relative humidity | SO2—sulfur dioxide level |
Airspeed | NH3—ammonia level |
Temperature | NO—nitric oxide |
Dust and pollen, fungi | Odor, bacteria |
Category 1 | Category 2 | Category 3 |
---|---|---|
Acoustic performance index (AP) | Balanced noise criterion (NCB) | Articulation index (AI) |
Weighted normalized impact sound pressure level of floor (L’nw) | Combined noise index (CNI) | Late arrival sound/strength of the late arriving (Glate) |
Weighted sound reduction index (Rw) | Noise criterion curves (NC) | Speech clarity (C50) |
The noise level produced by discontinuous service equipment (Lic) | Room criterion (RC) | Speech intelligibility index (SII) |
The noise level produced by continuous service equipment (Lid) | Noise rating curves (NR) | Speech transmission index (STI) |
IEQ Guideline/Standard and Policy | Key Focus Area/Strengths | Limitations | Assessment Criteria | Consider Energy Efficiency/Performance | Ref. |
---|---|---|---|---|---|
|
|
| IAQ | Energy efficiency is considered to a certain limit through HVAC design. | [30,31,64] |
ASHRAE Standard 55, Thermal Environmental Conditions for Human Occupancy |
|
| TC | No | [29] |
OSHA IAQ Guidelines, Occupational Safety and Health Administration guidelines on IAQ |
|
| IAQ | No | [65,66] |
EPA Indoor Air Quality (IAQ) Guidelines, U.S. Environmental Protection Agency guidance for IAQ in buildings |
|
| IAQ | No | [41,67] |
WELL Building Standard V2 |
|
| IAQ TC AC VC | Not directly, but lighting optimization can save energy. | [68] |
IES-ANSI/IES RP 1, National Standard Practice for Office Lighting |
|
| VC | No | [69,70] |
BC Building Code, 2024 Canada (Provincial Regulations) |
|
| IAQ—but not specific to health | Yes | [71,72] |
Health Canada IAQ Guidelines, Indoor air quality recommendations for various pollutants and exposure limits |
|
| IAQ | No | [73,74] |
CSA Z317.2, Ventilation and thermal comfort: Canada |
|
| TC IAQ | Yes | [75] |
NOM-015-STPS-2001, Mexico |
|
| TC | No | [76] |
CSA Z412, standards for ergonomic performance: Canada |
|
| VC | No | [77] |
NOM-013-ENER-2013, Energy efficiency and lighting comfort standards |
|
| VC | Yes | [78] |
ELI’s (Environmental Law Institute) Database of State: Indoor Air Quality Laws |
|
| IAQ | No | [79] |
ISO 7730:2005 Ergonomics of the thermal environment |
|
| TC | Yes | [34] |
ISO 353 Acoustics, Measurement of sound absorption in a reverberation room |
|
| AC | No | [80] |
ISO 717-1:2020 Acoustics, Rating of sound insulation in buildings and of building elements |
|
| AC | No | [81,82] |
REHVA: The Federation of European Heating, Ventilation, and Air Conditioning Associations: Ventilation and indoor air quality guidelines |
|
| IAQ | No | [83] |
Illuminating Engineering Society (IES) IES RP-1-12, American National Standard Practice for Office Lighting IES RP-29-06, Lighting for Hospitals and Health Care Facilities IES Lighting Handbook guidelines |
|
| VC | No | [70,84] |
International Commission on Illumination (CIE) ISO/CIE 8995, Lighting of Workplace CIE S 015/E 2005, Lighting of outdoor workplaces ISO 30061:2007 CIE S 020, Emergency lighting |
|
| VC | No | [85,86] |
Residential Indoor Air Quality Guidelines (RIAQG): Canada |
|
| IAQ | No | [74] |
ISO 16000-1, Indoor air, General aspects of IAQ and measurement strategy ISO 16000-6, VOC (Volatile Organic Compounds) measurement in indoor air |
|
| IAQ | No | [87,88] |
World Health Organization (WHO) guidelines for indoor air quality: Selected Pollutants |
|
| IAQ | No | [89] |
1 | HVAC system characteristics heavily change the thermal conditions and indoor temperature distribution. Therefore, building energy codes must consider thermal comfort when defining HVAC guidelines. On the other hand, IEQ guidelines on thermal comfort must be able to guide a range of HVAC systems. |
2 | Heat recovery ventilation can cause an imbalance in the indoor air temperature, which may result in changes in thermal comfort conditions. |
3 | Hot water systems may or may not impact thermal comfort indirectly. Based on the location of heat tanks, pipes, and other equipment, the localized thermal comfort levels can be influenced. |
4 | The indoor conditioning rate (heating/cooling) may vary based on the energy source and demand if alternative energy sources are used (e.g., if solar PV or geothermal heating are to be used as per the energy code, the effect on the thermal comfort evaluation is required) |
5 | The thermal envelope insulation capacity directly affects the heat retained inside and the heating/cooling loads. Most energy codes only consider the insulation capacity. Detailed occupant thermal comfort modelling needs to be integrated for these to identify the effect on TC by the envelope’s insulation levels. |
6 | Heat leakage and the heat-retaining capacity of the thermal envelope are parameters that directly control thermal comfort. None of the reviewed North American energy codes considers this connection with airtightness/infiltration modelling for the variation in indoor TC. |
7 | Windows, doors, roofs, floors, and wall materials vary in terms of thermal transmission values, and the inside thermal conditions will react accordingly. The effect of the envelope materials on TC must be integrated into performance-based energy codes. |
8 | The window-to-wall ratio is a main factor when calculating the mean radiant temperature inside. Other than a small handful of energy codes, many still consider the dry bulb temperature in their design guidelines. The mean radiant-temperature-based operative temperature must be used if TC is to be considered. |
9 | Based on the HVAC air distribution methods, IAQ can be affected significantly. This aspect is considered in most of the building energy codes, unlike the TC-related factors. The detailed HVAC system designs actually consider IAQ to a very satisfactory level in most of the current North American building energy codes. |
10 | Heat recovery ventilation can affect IAQ by affecting humidity and heat recovery levels. This is an important finding that is not considered to a satisfactory level in many energy codes. However, the effect of this mainly affects TC, while IAQ suffers a little. |
11 | Infiltration and natural ventilation rates can drastically modify the air-changing cycle. However, airtight envelopes can prevent particulate pollution from entering the building. The infiltration effect of modelling on IAQ is not considered to a satisfactory level in many energy codes. This needs to be incorporated into HVAC design as an additional air pollution intake. Depending on the geographical location, this can have a significant impact on IAQ. |
12 | Passive cooling or natural lighting spaces can affect IAQ with undesired particulate pollution inside. These passive cooling aspects are mainly discussed in the energy efficiency certification standards rather than in the traditional energy codes. These certifications consider IAQ to a satisfactory level. However, most of the North American traditional energy codes must adopt these evaluations if they are to recommend passive cooling and natural lighting through open space. |
13 | Visual comfort directly depends on the lighting system and smart light control techniques. Most of the lighting guidelines consider VC. If the energy codes are to use already existing lighting guidelines, this connection is considered automatically. |
14 | Natural lighting is a direct consequence of the envelope elements, such as glass surfaces, which depend on the window-to-wall ratio. This is a seriously neglected factor in most traditional energy codes, where glass/transparent envelope surfaces are reduced to save energy. The envelope design must compensate for VC adequately. |
15 | Natural lighting can be reduced or enhanced based on the number of open-area surface elements in the building envelope. This connection is considered in the energy certification standards to a satisfactory level. |
16 | HVAC system duct fans, blowers, heaters, and furnaces are one of the primary sound disturbances in residential buildings. This is a mostly neglected connection in many North American building energy codes itself. However, several AC guidelines are used in some cases on top of the energy code to fix this. If integrated guidelines are to be developed, these issues will be fixed without having to adopt multiple guidelines for energy and IEQ. |
17 | The soundproof characteristics of the thermal envelope materials can enhance or decrease the level of indoor audio disturbances. Building-envelope-based AC modelling is not considered in commercial building energy codes itself as an integrated part. Some codes do consider this connection by adopting third-party AC guidelines. However, this is an addition to the envelope rather than being a part of the original envelope design. |
18 | An effective window area of a building can change the sound penetration characteristics of the building (e.g., glass is less effective than insulated walls). A similar connection to ‘17’ but related to windows and fenestration. This is a critical connection to consider, depending on the geolocation of the building. |
19 | Opening areas are direct sources of outdoor sound penetrations to the inside of a building’s living spaces. Only the energy certification standards consider this connection to a satisfactory level. It is a very important factor to consider in urban developments if passive designs are being pursued. |
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Perera, I.; Hewage, K.; Rana, A.; Sadiq, R. Combining Energy Performance and Indoor Environmental Quality (IEQ) in Buildings: A Systematic Review on Common IEQ Guidelines and Energy Codes in North America. Energies 2025, 18, 1740. https://doi.org/10.3390/en18071740
Perera I, Hewage K, Rana A, Sadiq R. Combining Energy Performance and Indoor Environmental Quality (IEQ) in Buildings: A Systematic Review on Common IEQ Guidelines and Energy Codes in North America. Energies. 2025; 18(7):1740. https://doi.org/10.3390/en18071740
Chicago/Turabian StylePerera, Ishanka, Kasun Hewage, Anber Rana, and Rehan Sadiq. 2025. "Combining Energy Performance and Indoor Environmental Quality (IEQ) in Buildings: A Systematic Review on Common IEQ Guidelines and Energy Codes in North America" Energies 18, no. 7: 1740. https://doi.org/10.3390/en18071740
APA StylePerera, I., Hewage, K., Rana, A., & Sadiq, R. (2025). Combining Energy Performance and Indoor Environmental Quality (IEQ) in Buildings: A Systematic Review on Common IEQ Guidelines and Energy Codes in North America. Energies, 18(7), 1740. https://doi.org/10.3390/en18071740