The Human Side of Achieving Sustainable Success
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Transcript of The Human Side of Achieving Sustainable Success
7/14/2014
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The Human Side of Achieving Sustainable Success
GENUINE | PROGRESSIVE | ADVOCATES
Provider Name & NumberJuly 30, 2014NATE MANIKTALA, PRINCIPAL / VICE PRESIDENTMARCEL HARMON, PHD, PE, LEED-AP O+M
Photo Rights: robertoerosalesblog.com
BEST PRACTICES SLIDE
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COPYRIGHT SLIDE
COURSE DESCRIPTION SLIDEFor our built environment to be truly sustainable, we must have a holistic, contextual understanding of the building/occupant interface, and how that is influenced by human factors, including relevant physiological psychological and social/cultural factorsrelevant physiological, psychological and social/cultural factors. This is the only way to effectively align occupant and other key stakeholders wants, needs and behaviors with building capabilities and operational policies. Otherwise building performance and occupant health and productivity are negatively impacted, limiting a project’s ability to meet its sustainable goals. Using previous master planning, design, retrocommissioning andUsing previous master planning, design, retrocommissioning and post occupancy evaluation case studies, presenters from M.E. GROUP will demonstrate how these human factors can be accounted for and integrated into solutions moving forward, as well as what happens when they aren’t effectively accounted for.
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LEARNING OBJECTIVES SLIDE• Develop an understanding of what human factors consist of, how they’ve been shaped by our species’ evolutionary history and what impact they have on occupant needs/behaviors related to thermal comfort lighting acoustics indoor air quality and personal controlcomfort, lighting, acoustics, indoor air quality and personal control.
• Learn how human factors can holistically be accounted for and integrated into solutions for existing facilities and/or future projects, and the financial, sustainable and quality of life benefits for doing so.
• Learn how this can applied to various project types, including master planning, design, retrocommissioning and post occupancy evaluations.
• Develop an understanding of the unexpected impacts that some well‐intended design concepts and ‘value engineering’ decisions can have on occupants, building performance and sustainability goals.
WHAT ARE YOU MISSING?
61% ‐ 79%61% 79% of occupants have complaints they don’t share
Source: POE of 14 schools; mix of old & new
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WHAT ARE YOU MISSING?
105105The average # of lessons learned from each project.
Source: POE of 14 schools; mix of old & new
WHAT ARE YOU MISSING?
40.6%40.6%The percent of U.S. CO2 emissions produced by Buildings compared to Transportation and Industry.
Source: ©2013 2030, Inc. / Architecture 2030. All Rights Reserved. Data Source: U.S. Energy Information Administration (2012).
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WHAT ARE YOU MISSING?
$5.48 Billion$5.48 BillionAvoided future economic costs to U.S. economy by reducing the commercial building sector’s emissions by just 5%*
*Based on 2012 emissions data and Johnson and Hope’s (2012) 2010 SCC estimate using the 1.5% discount rate
Sources: EPA 430‐R‐14‐003: Inventory of U.S. Greenhouse Gas Emissions and Sinks: 1990 – 2012: http://www.epa.gov/climatechange/ghgemissions/usinventoryreport.html.
Johnson, L. T. and C. Hope. 2012. The social cost of carbon in U.S. regulatory impact analyses: an introduction and critique. “Journal of Environmental Studies and Sciences.” September, 2012.
http://www.eenews.net/assets/2012/09/17/document_gw_05.pdf.
WHAT ARE YOU MISSING?
10 – 10010 100Multiply building operating costs by this to determine organization operating costs – the PEOPLE cost
Sources: CABE/BCO. 2005. The Impact of Office Design on Business Performance. Commission for Architecture and the Built Environment and the British Council for Offices, London, UK.
www.cabe.org.uk and www.bco.org.uk.
Fisk, W. J. 2002. “How IEQ Affects Health, Productivity.” ASHRAE Journal 44(5):56‐58.
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QUANTIFYING THE SOCIAL
Kansas School District: addressing elementary school space restrictions/lack elementary school space restrictions/lack of flexibility issues were estimated to:
• Eliminate 18,400 – 22,400 person-hours per school-year of wasted teacher/staff time spent scheduling and coordinating use of space.
• Equates to approximately 2.16% - 2.63% f
GENUINE | PROGRESSIVE | ADVOCATES
of the total labor hours annually “spent” by the elementary school teachers/staff.
• Translates to approximately $722,970 –$883,630 worth of teacher/staff time.
QUANTIFYING THE SOCIALEstimated Cost of Anthropological Related Services
$10,000Behavioral Related ECM Estimated Total Implementation Costs
$384,777
Simple Payback (Energy Only)
1.92 yrsConrad Duberstein U.S. Courthouse and Post Office’s Behavioral
Behavioral Related ECM Estimated Annual
Energy Savings
$201,195Behavioral Related ECM Estimated
Annual Productivity Savings
$1,060,000
Simple Payback (Energy +
Productivity)
0.37 yrs
Office s Behavioral Related Energy Conservation Measure (ECM) Total Cost and Estimated Payback
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QUALIFYING THE SOCIAL
Stories
Expectations –Occupants, Operations,
Design
Conflicts Among
Occupants
Direct & Indirect
Messaging
Formal & Informal Norms
Demographic Variability
Social Identity
Identity RolesFresh Air
Focus on the Here & Now
Hunter/Gatherer Ancestors
Image Source: humanpast.net
Modern Global Village
100 yrs ago: HVAC, Lighting, Materials, etc.
400 generations ago:Agriculture & Urbanism
Daylighting
Exterior Views
Temperature / RH Ranges
Social Modern Global VillageSocial Brains
Sanctioning MeasuresThe
Other
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HUMAN FACTORS OVERVIEWThe Science of Behavior: B=f(I+E)
Physiological
Individual
Behavior
Individual Needs
Physical Comfort
Task Completion
Developing Relationships
Maintaining Relationships
Status Displays
Psychological
Highly Interactive
Environment
Group Needs
Negotiating PowerDifferentials
Maximizing ProfitsSocial/ Cultural
PhysicalBased on research spanning from:Kurt Lewin, 1936 Principles of Topological Psychology to Elliott Sober & David Sloan Wilson, 1999Unto Others: The Evolution and Psychology of Unselfish Behavior
HUMAN FACTORS IMPACTSon Productivity and Health
Spend over 90% of our time indoors.
In drastically different environments compared to what we evolved in.
Good Quality Daylighting vs. No
Daylighting
20%: math25% dicompared to what we evolved in.
Exposed to chemicals, materials, HVAC, lighting, etc. whose effects aren’t
thoroughly understood.
25%: reading
Thermal Discomfort
Up to 10%
Personal Environmental
Control
7.1% Lighting1.8% Ventilation
1.2% Temp.
View Access vs. No Access
Up to 25%
IAQ Improvements
5%+ Reduction in Sick Days
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METHODOLOGYEAM MODEL - For Building & Occupant Alignment
EvaluateBackground Data(HR & Building)
Engage Bldg Population(Interview, Observe, & Survey)
Facility Evaluation(Space Measurements & FTPs; O&M Engagement)
AlignMake It Easy As Possible(Facility, Behavioral, Procedural Modifications)
Meaningful Feedback(Information and Mechanisms)
Make It Fun
MonitorMetrics(Energy and Water; Survey Results; Productivity and Health)
Evaluation Plan(Frequency; Records and Engagement)
Add IAddress Issues
© Copyright 2011 M.E. GROUP, Inc.
QUANTIFYING PRODUCTIVITY & HEALTH
Direct MeasureIndirect Estimate• Previous research informed by ethnography
Field Setting
Lab Setting
Quantified Productivity/ Performance & Health Impacts
Wasted Time
Previous Research Applied
Direct Estimate• Multivariate Regression Analysis
Correlations Average Impacts
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21st Century Glare or
Brightness Problems
Audibility & Noise Issues
Concern W/ Direction Being TakenConcern W/ Direction Being Taken
Like Small School/Community Feel
Like Small School/Community Feel
EVALUATE/ALIGN/MONTOR CASE STUDIESMaster Planning - Assessing Key Stakeholder Wants/Needs/Values & Proposing Solutions
Maintenance, IT & Custodial IssuesMaintenance, IT & Custodial Issues
Improve/Maintain AestheticsImprove/Maintain Aesthetics
Improve PlaygroundImprove Playground
Technology
yEducationTechnology
InfrastructureInadequacy Thermal DiscomfortThermal Discomfort
Collaboration & Small GroupCollaboration & Small GroupPoor Indoor Air QualityPoor Indoor Air Quality
Lack of Temp ControlLack of Temp Control
Problems
Desire/ Appreciation for Operable
Windows
Other Lighting Control Issues
Cafeteria/Lunch/
Nutrition Problems
Health ConcernsHealth ConcernsDesire for Multi-
Levels of Lighting
Additional Training Needed
More Communication Amongst StakeholdersMore Communication Amongst Stakeholders
Approval of Direction Being TakenApproval of Direction Being Taken
Student Centered
Technology Not Only Answer
West Platte School District
Safety & Security Concerns
Space Size, Configuration &
Flexibility
Desire/Appreciation for Daylighting
Dislike Fluorescent Lighting
& Desired Changes
Plumbing Issues
& Desired ChangesNeed Additional Restrooms
Improving Athletic Fields/FacilitiesImproving Athletic Fields/Facilities
Improving Traffic Flow & Parking
Improving Traffic Flow & Parking
Lack of StorageLack of StorageClass Size (# of Students)Class Size (# of Students)
Wayfinding Problems
Performance Enhancement Measure (PEM) Matrix
InitialAnnual
/Satisfaction,
Desire
EVALUATE/ALIGN/MONTOR CASE STUDIESMaster Planning - Assessing Key Stakeholder Wants/Needs/Values & Proposing Solutions
Rank PEM IDPEM
Description
Initial Capital Cost
Labor/ Service Cost
Energy Savings
Maintenance Savings
Productivity & Health Benefits
Water Savings
Time to Implement
Disruption of Facilities
Desire Among Key Stakeholders
Payback
1 OM‐1003
Resetting and Recalibrating Thermostat Temperature Setpoints
0 0 0 ☺ 0 ☺☺☺ 0
2 OM‐1010 Evaluate Work Order Process 0 0 0 0 ☺ ☺☺☺
3 OM‐1012
Develop Formal Plan for Storage 0 0 0 0 ☺ 0 ☺☺ 0for Storage and Disposal
4 OM‐1001Renew Maintenance Contract
0 $$ $$ ☺☺ ☺☺☺
5 OM‐1013Add (1) Maintenance Staff Position
0 $$ $$ ☺ ☺☺☺6 E‐1006 Relocate
Smart Boards $ 0 0 0 ☺ 0 ☺☺☺7 OM‐1008 Training $ 0 $ ☺☺ 0 ☺
West Platte School District
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64%
69%70%
80%
EVALUATE/ALIGN/MONTOR CASE STUDIESMaster Planning - Assessing and Mitigating Spatial Restrictions
41%46%
31%
38%
25%
35%
64%
41%
46%
38%
33%
50%
30%
40%
50%
60%
% of Responders
% of Commenters
17%
5%9%
0%
10%
20%
Six Older Elementary Schools Avg. Newer School
Lawrence, KS School District
2
22
Master Planning – Assessing and Mitigating Spatial Restrictions
EVALUATE/ALIGN/MONTOR CASE STUDIES
2
1
2
2
2
2
2
3
# Approximate location of small group activities plus the # of students engaged in those activities.
Teacher/Staff: “Our limitations on space impact almost every aspect of our programming and potential for any flexibility in scheduling and grouping. In addition, our limited space makes community gatherings a challenge.”
Lawrence, KS Elementary School
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11 ‘
Design – Evaluation of Daylighting Options Using Productivity Impacts
EVALUATE/ALIGN/MONTOR CASE STUDIES
0 ‘
3 ‘
8 ‘
Option 1: Frit Glazing
University of Missouri, Kansas CityOption 2: LightLouver+ Blinds/Shades
Option 2
3% ‐6% increase in performance (math & reading
tasks) over Option 1
Photo Rights: BNIM Architects
Post Occupancy Evaluation – Views and Unintended Consequences
EVALUATE/ALIGN/MONTOR CASE STUDIES
Edward Gonzales Elementary
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Post Occupancy Evaluation –
EVALUATE/ALIGN/MONTOR CASE STUDIES
Elementary Student Interactions With Occupancy Sensors
Hurley Elementary
Ghost in the Machine
Solar tube domeHurley Elementary School
Post Occupancy Evaluation – Systems too Complex for Owner
EVALUATE/ALIGN/MONTOR CASE STUDIES
Teacher: “One of my lights [Solar t b ] k [ ]
Solar tube diffuser in classroom with dampers closed. All others in classroom were open.
tubes] keep[s] rotating and that is a big distraction in the classroom.”
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Clothing Layering as a Strategy for Achieving Thermal Comfort• Was a district‐wide approach; part of their norms.
QUALIFYING THE SOCIAL
• But low SES families own less clothing, limiting their ability to layer.
• Source of inequity in achieving thermal comfort• Can focus unwanted attention on low SES students• Negative impact on student performance and well‐being.
Teacher/Staff: “When students have to wear jackets/sweaters etc., many students only have one coat. That is it. They can't or don't bring layers. It is hard to teach in a cold classroom with students in coats.”
EVALUATE/ALIGN/MONTOR CASE STUDIES
V Sue Cleveland HS Thermal Comfort Ratings
Post Occupancy Evaluation – Thermal Discomfort, Demographic Factors & Social/Cultural Solutions
V. Sue Cleveland HS Thermal Comfort Ratings• Teachers, Staff and Administrators: Spaces are only
thermally acceptable (ASHRAE definition) during the fall (ranges from 66% - 75% for other three seasons)
• Students: Not thermally acceptable during any season (ranges from 32% - 51% for all four seasons).
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Post Occupancy Evaluation – Thermal Discomfort, Demographic Factors & Social/Cultural Solutions
EVALUATE/ALIGN/MONTOR CASE STUDIES
V. Sue Cleveland High School
Post Occupancy Evaluation – Thermal Discomfort, Demographic Factors & Social/Cultural Solutions
EVALUATE/ALIGN/MONTOR CASE STUDIES
V. Sue Cleveland High School
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Messages using images, graphics, text, student generated videos
Signage
Post Occupancy Evaluation – Thermal Discomfort, Demographic Factors & Social/Cultural Solutions
EVALUATE/ALIGN/MONTOR CASE STUDIES
generated videos displaying / promoting desired behavior Computers
T-Shirt Logos
Flat Screens
Smart Phones
Spread using existing means or others – be creative and relevant to your audience
One-Way Messages• Increase awareness of design elements operational policies and
EVALUATE/ALIGN/MONTOR CASE STUDIESDirect/Indirect Messaging & Social/ Cultural Norms
• Increase awareness of design elements, operational policies and energy conserving behavior through One-Way Messages
Source: http://www.yankodesign.com/2009/12/22/always‐take‐the‐stairs/
Direct Message Indirect Message
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EVALUATE/ALIGN/MONTOR CASE STUDIESDirect/Indirect Messaging & Social/ Cultural Norms
Edward Gonzales Elementary School
Occupant InputTrended Actual and
Setpoint Temperatures
EVALUATE/ALIGN/MONTOR CASE STUDIESMetering/Monitoring – Goals, Competition, Transparency & Feedback
Transparency in Temperatures and
Possibly Energy Usage Potentially Via
Dashboards
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Avoid this…
EVALUATE/ALIGN/MONTOR CASE STUDIESMetering/Monitoring – Goals, Competition, Transparency & Feedback
…with this.
Power meters to determine appliance loads, accessible power strips to shut down manually or via programmed schedule, or personal occupancy sensors for automatic shutoff when spaces are vacant
EVALUATE/ALIGN/MONTOR CASE STUDIESMetering/Monitoring – Goals, Competition, Transparency & Feedback
MS. SMITH MR. BELL MS. BOCK MR. ROGERS MR. CLUTE MR. WALLAMS. WOO
Audit Tracker from Flagstone Elementary, Douglas County School District, Castle Rock, CO
Make Feedback Contextually Relevant Image by Cuningham Group Architecture
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EVALUATE/ALIGN/MONTOR CASE STUDIESMetering/Monitoring – Goals, Competition, Transparency & Feedback
Occupancy Setting: 5 weeks
Lighting
635 KWH
Lighting34.6% Reduction
• Reduction in False
M.E. GROUP Overland Park, KS LEED CI Platinum Office
415 KWH
Vacancy Setting: 5 weeks
• Reduction in False On Occurrences
• Peer Pressure
Q&AIt’s not about the building…
It’s about what we do with it