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Introduction                                                                                                                                                                                                                                                                                                                                                                                                                                                                         Methods
A building’s energy signature and general environmental
impact are highly dependent on the behavior of the                                                                                            High Performance Refers to People Too                                                                                                                                                                                                                                                                                                  Occupant Focused Approach
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     • Ethnographic Evaluations
occupants and O&M personnel. Conversely, occupant                                                                                                                                                                                                                                                                                                                                                                                                                                          Surveys    Interviews Observations
satisfaction, productivity, and health are highly dependent
on the nature of the building they occupy and how it is
                                                                                                                                                         Marcel Harmon — M.E. Group, Inc., Kansas City, MO 64111
operated and maintained. Any High Performance / LEED /
Green facility that doesn’t actively take these reciprocal                                                                                                                                                                             Human Factors and Sustainability                                                                                                                                                                                                              • Analysis of Contextual Relationships
relationships into account isn’t truly “high performance”.                                                                                                                                                                                                                                                                                                                                                                                                                           • Measuring & Estimating:
                                                                                                                                              Daylighting - Compared to little or no daylighting,                                                                                                 Personal Control - Increased tenant environmental control
                                                                                                                                              classrooms with large amounts of daylighting have been                                                                                              have been found to provide average measured workforce                                                                                                                                o Occupant Impact on Building Performance
                                                                        But where are the people?                                             found to increase the rate of student learning by:                                                                                                  productivity gains of:                                                                                                                                                               o Occupant Satisfaction & Engagement
                                                                                                                                              • 20% in math                                                                                                                                       • 7.1% with lighting control,                                                                                                                                                        o Occupant Performance/Productivity
                                                                                                                                              • 26% in reading                                                                                                                                    • 1.8% with ventilation control, and                                                                                                                                                 o Occupant Health Related Costs
                                                                                                                                              Source: Heschong Mahone Group. 1999. Daylighting in Schools: An Investigation into the Relationship Between Daylight and Human
                                                                                                                                              Performance. Report submitted to Pacific Gas and Electric. http://www.h-m-g.com.                                                                    • 1.2% with thermal control.                                                                                                                                                       • Integration of this Process Into:
                                                                                                                                                                                                                                                                                                  Source: Kats, G., L. Alevantis, A. Berman, E. Mills, and J. Perlman. 2003. The Costs and Financial Benefits of Green Building: A Report to California’s
                                                                                                                                                                                                                                                                                                  Sustainable Building Task Force.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       o Programming/Planning and Design
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       o Retrocommissioining
Relevant Human Factor Examples                                                                                                                                                                                                                                                                    Thermal Comfort – Discomfort represented by non-
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       o Post Occupancy Evaluations
                                                                                                                                              Edward Gonzales Elementary School: POE                                                                                                              optimal temperature ranges have been shown to
                                                                                                                                                                                                                                                                                                  decrease occupant performance / productivity on either                                                                                                                               o Operations and Maintenance
                                                                                                                                              Daylighting Quality & Energy Consumption
                                                                                                                                              • Segmented light shelf allowed direct sunlight to                                                                                                  side of the optimal temperature range by up to 9%.                                                                                                                                 Final recommendations take the form of:
                                                                                                                                                                                                                                                                                                  Source: Seppänen, O., W. J. Fisk, and Q. H. Lei. 2006. Effect of Temperature on Task Performance in Office Environment. Publication No. LBNL-

                                                                                                                                                penetrate south classrooms and create glare                                                                                                       60946. Lawrence Berkeley National Laboratory , Berkeley, CA.
                                                                                                                                                                                                                                                                                                  Source: Wargocki, P. and O. Seppänen, editors. 2006. Indoor Climate and Productivity in Offices, Guidebook No. 6. Rehva (Federation of                                             1) individual occupant/maintenance personnel behavior
                                                                                                                                                                                                                                                                                                  European Heating and Air-Conditioning Associations), Brussels, Belgium.
                                                                                                                                                problems; as a result blinds are closed and lights                                                                                                                                                                                                                                                                                      modification,
                                                                                                                                                turned on.                                                                                                                             Conrad Duberstein U.S. Post Office & Courthouse: Retrocommissioning+                                                                                                                          2) facility/design modification, and/or
                                                                                                                                                  Reflected Daylight                                                                                                                                                                                                                                                                                                                 3) company/organizational policy modification.
Image by Trey Hedden, McGovern Institute for Brain Research at MIT
                                                                                                                                                  Clerestory Window                                                                                                                     Personal Control
Unwritten Rules of Interaction                                                                                                                    Suspended
                                                                                                                                                                                                                                                                                        • Being cold is the # 1 complaint.
                                                                                                                                                                                                                                                                                                                                                                                                                                                           Space Heater
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              PLANNING
                                                                                                                                                  Fluorescent
Personal Space Boundaries                                                                                                                         Fixture
                                                                                                                                                                                                                                                                                        • Personal space heaters used to gain control over
                                                                                                                                                  Segmented Light
Organizational Policies                                                                                                                           Shelf, Composed of                                                                                                                       space temperature.
                                                                                                                                                  Linear Slats Separated                                                                                                                                                                                                                                                                                                                                             INVESTIGATIVE PHASE
Decision Making Process                                                                                                                           by Small Gaps                                                                                                                         • Additional electrical load estimated at $14,000 -
                                                                             Clothing Style Preferences                                                                                                                                                                                                                                                                                                                                                                                                  FIELDWORK            ANALYSIS              INITIAL
                                                                                                                                                  Direct Sunlight                                                                                                                          $26,600 annually.
                                                                             Group Dynamics                                                       Entering Through Gaps                                                                                                                                                                                                                                                                                                                                                                           ASSESSMENT
                                                                                                                                                  (See Associated                                                                                                                                                                          Percentage of Each Gender's Responses
                                                                                                                                                  Pattern on Wall)
                                                                                                                                                                                                                                                                                                      80%
                                                                                                                                                                                                                                                                                                      70%
                                                                                                                                                                                                                                                                                                      60%
                                                                                                                                                                                                                                                                                                      50%
                                                                                                                                                Source: Harmon, M. J. and R. D. Leonard. 2007. A Post Occupancy Evaluation of the Edward Gonzales Elementary School,
                                                                                                                                                Albuquerque Public School District, Albuquerque, NM. Prepared for The New Mexico Public School Facility Authority, by                                 40%                                                                                                         74%                                                                                             IMPLEMENTATION PHASE
                                                                                                                                                Human Inquiry. Professional report in possession of client.                                                                                           30%
                                                                                                                                                                                                                                                                                                      20%                                    43%                         41%
                                                                                                                                                                                                                                                                                                      10%                                                    16%                                                                          23%
                                                                                                                                                                                                                                                                                                                  14%                                                                    6%                                    9%
                                                                                                                                                                                                                                                                                                       0%
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       OWNER HANDOFF




                                                                                                                                                                                                                                                                                                                                                                         Comfortable




                                                                                                                                                                                                                                                                                                                                                                                                                                          Comfortable
                                                                                                                                                                                                                                                                                                                                              Cool/Cold



                                                                                                                                                                                                                                                                                                                                                              Warm/Hot




                                                                                                                                                                                                                                                                                                                                                                                                                   Cool/Cold



                                                                                                                                                                                                                                                                                                                                                                                                                               Warm/Hot
                                                                                                                                                                                                                                                                                                                    Hot & Cold Variation




                                                                                                                                                                                                                                                                                                                                                                                         Hot & Cold Variation
    Types of Communication
    Education Levels/Type                                                        Source: http://www.yankodesign.com/2009/12/22/always-take-
                                                                                                                                              Baca/Dlo'ay azhi Community School: POE                                                                                                                                                                                                                                                                                                 Conclusion
                                                                                 the-stairs/

    Perception of Personal Control Types of Communication                                                                                       Cultural Conflict with LEED                                                                                                                                                                                                                                                                                                          A truly high performance building also refers to the
                                   Attitudes                                                                                                    • Placing the media center
                                                                                                                                                                                                                                                                                                                                            Men's Responses                                                     Women's Responses                                                    performance, well being, and satisfaction of its occupants.
                                   Habits                                                                                                         (and the story pit) at the                                                                                                             Thermal Comfort Issues                                                                                                                                                                      Insuring this requires a systematic accounting of occupant
                                   Health/Fitness Levels                                                                                          very center – emphasizes                                                                                                               • Productivity/performance loss due to temperature                                                                                                                                          needs / behavior during design, evaluation, and
                                                                                                                                                  the importance of                                                                                                                        variability: $67,500 annually.                                                                                                                                                            operations. Otherwise the intended energy savings, GHG
                                                                                                                                                  knowledge in Navajo                                                                                                                    • Productivity loss from contacting O&M: $825,000                                                                                                                                           reductions and general quality of the occupant experience
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     will not be achieved.
Ignore Human Factors & …                                                                                                                          culture.                                                                                                                                 annually.
                                                                                                                                                                                                                                                                                                                                           Some Estimated Annual Performance/Productivity & Health
                                                                                                                                                • But also eliminated view                                                                                                                                                                                                                                                                                                                                              Psychological
• Energy Performance Below Expectations                                                                                                                                                                                                                                                                                                                 Savings Resulting from ECMs
                                                                                                                                                  glass.
• Water Usage Above Expectations                                                                                                                                                                                                                                                                           $6,000,000                                                                                                                       Recommended ECMs' Estimated
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               Occupant
                                                                                                                                                                                                                                                                                                                                                                                                                                            Savings
• Recycling Programs Not Meeting Expectations                                                                                                   Source: Harmon, M. J. and R. D. Leonard. 2005. A Post Occupancy Evaluation of the Baca/Dlo'ay azhi Community School,
                                                                                                                                                Prewitt, NM. PowerPoint Presentation Prepared for The New Mexico Public School Facility Authority, by Human Inquiry.                                       $5,000,000                                                                                                                       Annual Productivity Losses Due to
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Social / Cultural
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Behavior                      Physiological
                                                                                                                                                Presentation in possession of client.                                                                                                                                                                                                                                                                                                                           & Needs
• Building Wear/Tear Above Expectations                                                                                                                                                                                                                                                                                                                                                                                                     Distracting Noises:
                                                                                                                                                                                                                                                                                                           $4,000,000                                     $3,569,000                                                                        Annual Productivity Losses Due to
• Carbon Footprint Above Expectations                                                                                                                                                                                                                                                                                                                                                                                                       Limited Daylighting and Exterior
                                                                                                                                                                                                                                                                                                                                                                                                                                            Views:
• Tenant Complaints & Turnover Rates Above Expectations                                                                                                                                                                                                                                                    $3,000,000                                                                                                                       Annual Productivity Losses Due to
                                                                                                                                                                                                                                                                                                                                                                                                                                            Occupancy Sensors:                                                Building &
• Low Levels of Occupant Productivity/Performance                                                                                               Net Zero and Behavior                                                                                                                                      $2,000,000                                                                                                                       Annual Productivity Losses Due to            Organization'       Occupant                    O&M Policies
                                                                                                                                                                                                                                                                                                                                                                                                                                            Lack of, or Limited, Personal Lighting         Policies &
• Absenteeism Above Expectations                                                                                                                  Encouraging Energy Conserving Behavior                                                                                                                                                                                                                                                    Control:
                                                                                                                                                                                                                                                                                                                                                                                                                                            Annual Productivity Losses Resulting
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          Procedures        Performance                  & Procedures
                                                                                                                                                                                                                                                                                                           $1,000,000
• Sick Building Syndrome Symptoms Above Expectations                                                                                              • Transparency and Competition: Add Point-of-Use,
                                                                                                                                                                                                                                                                                                                                                                                                                $872,284                    From Low Ventilation Rates:                                       & Health
                                                                                                                                                                                                                                                                                                                                                                                                                                            Annual Productivity Losses Attributed
• Employee Turnover Rates                                                                                                                           Real-time and Recordable Energy Meters at
                                                                                                                                                                                                                                                                                                                                $0
                                                                                                                                                                                                                                                                                                                                            Productivity / Health Savings              Building System ECM Savings
                                                                                                                                                                                                                                                                                                                                                                                                                                            to Short Term Sick Leave Resulting
                                                                                                                                                                                                                                                                                                                                                                                                                                            From Low Ventilation Rates:
  Above Expectations                                                                                                                                Individual Workstations, in classrooms, etc.                                                                                                          -$1,000,000

• Community Perceptions                                                                                                                                                                                                                                                                   Source: M.E. Group, Inc. Retro-Commissioning Final Report for the Conrad Duberstein U.S. Courthouse and Post Office Building, NY0399ZZ, Brooklyn, NY. Prepared for the
                                                                                                                                                                                                                                                                                          General Services Administration by M.E. Group, Inc. Report in possession of client.                                                                                                                                    Building’s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                Environment
  of Facility Low
                                                                                                                                                                                                                                                                                          Decision Making Processes
                                                                                                                                                                                                                                                                                          Long Term vs. Short Term Benefits
                                                                                                                                                                                                                                                                                          • Research suggests that the more people who have a say in the
                                                                                                                                                 Source: M.E. Group, Inc. 2010. Retro-Commissioning Final Report for the Conrad Duberstein U.S. Courthouse and Post Office Building,
                                                                                                                                                 NY0399ZZ, Brooklyn, NY. Prepared for the General Services Administration by M.E. Group, Inc. Report in possession of client.
                                                                                                                                                                                                                                                                                            decisions involved in a building project (particularly earlier in the
                                                                                                                                                 Source: Burgess, J. and M. Nye. 2008. Re-materialising Energy Use Through Transparent Monitoring Systems. Energy Policy 36:4454-
                                                                                                                                                                                                                                                                                            design process), the more likely it will be designed and built
                                                                                                                                                 4459.

                                                                                                                                                                                                                                                                                            sustainably (LEED or otherwise), all else being equal.                                                                                                                                   For further information
                                                                                                                                                                                                                                                                                          • Incorporating productivity and health benefits directly into                                                                                                                             Please contact marcel.harmon@megroup.com and visit
                                                                     Source: Turner, C. and M. Frankel 2008. Energy Performance of LEED for
                                                                     New Construction Buildings. New Buildings Institute.                                                                                                                                                                   LCCAs.                                                                                                                                                                                   www.megroup.com.

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High Performance Refers to People Too

  • 1. Introduction Methods A building’s energy signature and general environmental impact are highly dependent on the behavior of the High Performance Refers to People Too Occupant Focused Approach • Ethnographic Evaluations occupants and O&M personnel. Conversely, occupant Surveys Interviews Observations satisfaction, productivity, and health are highly dependent on the nature of the building they occupy and how it is Marcel Harmon — M.E. Group, Inc., Kansas City, MO 64111 operated and maintained. Any High Performance / LEED / Green facility that doesn’t actively take these reciprocal Human Factors and Sustainability • Analysis of Contextual Relationships relationships into account isn’t truly “high performance”. • Measuring & Estimating: Daylighting - Compared to little or no daylighting, Personal Control - Increased tenant environmental control classrooms with large amounts of daylighting have been have been found to provide average measured workforce o Occupant Impact on Building Performance But where are the people? found to increase the rate of student learning by: productivity gains of: o Occupant Satisfaction & Engagement • 20% in math • 7.1% with lighting control, o Occupant Performance/Productivity • 26% in reading • 1.8% with ventilation control, and o Occupant Health Related Costs Source: Heschong Mahone Group. 1999. Daylighting in Schools: An Investigation into the Relationship Between Daylight and Human Performance. Report submitted to Pacific Gas and Electric. http://www.h-m-g.com. • 1.2% with thermal control. • Integration of this Process Into: Source: Kats, G., L. Alevantis, A. Berman, E. Mills, and J. Perlman. 2003. The Costs and Financial Benefits of Green Building: A Report to California’s Sustainable Building Task Force. o Programming/Planning and Design o Retrocommissioining Relevant Human Factor Examples Thermal Comfort – Discomfort represented by non- o Post Occupancy Evaluations Edward Gonzales Elementary School: POE optimal temperature ranges have been shown to decrease occupant performance / productivity on either o Operations and Maintenance Daylighting Quality & Energy Consumption • Segmented light shelf allowed direct sunlight to side of the optimal temperature range by up to 9%. Final recommendations take the form of: Source: Seppänen, O., W. J. Fisk, and Q. H. Lei. 2006. Effect of Temperature on Task Performance in Office Environment. Publication No. LBNL- penetrate south classrooms and create glare 60946. Lawrence Berkeley National Laboratory , Berkeley, CA. Source: Wargocki, P. and O. Seppänen, editors. 2006. Indoor Climate and Productivity in Offices, Guidebook No. 6. Rehva (Federation of 1) individual occupant/maintenance personnel behavior European Heating and Air-Conditioning Associations), Brussels, Belgium. problems; as a result blinds are closed and lights modification, turned on. Conrad Duberstein U.S. Post Office & Courthouse: Retrocommissioning+ 2) facility/design modification, and/or Reflected Daylight 3) company/organizational policy modification. Image by Trey Hedden, McGovern Institute for Brain Research at MIT Clerestory Window Personal Control Unwritten Rules of Interaction Suspended • Being cold is the # 1 complaint. Space Heater PLANNING Fluorescent Personal Space Boundaries Fixture • Personal space heaters used to gain control over Segmented Light Organizational Policies Shelf, Composed of space temperature. Linear Slats Separated INVESTIGATIVE PHASE Decision Making Process by Small Gaps • Additional electrical load estimated at $14,000 - Clothing Style Preferences FIELDWORK ANALYSIS INITIAL Direct Sunlight $26,600 annually. Group Dynamics Entering Through Gaps ASSESSMENT (See Associated Percentage of Each Gender's Responses Pattern on Wall) 80% 70% 60% 50% Source: Harmon, M. J. and R. D. Leonard. 2007. A Post Occupancy Evaluation of the Edward Gonzales Elementary School, Albuquerque Public School District, Albuquerque, NM. Prepared for The New Mexico Public School Facility Authority, by 40% 74% IMPLEMENTATION PHASE Human Inquiry. Professional report in possession of client. 30% 20% 43% 41% 10% 16% 23% 14% 6% 9% 0% OWNER HANDOFF Comfortable Comfortable Cool/Cold Warm/Hot Cool/Cold Warm/Hot Hot & Cold Variation Hot & Cold Variation Types of Communication Education Levels/Type Source: http://www.yankodesign.com/2009/12/22/always-take- Baca/Dlo'ay azhi Community School: POE Conclusion the-stairs/ Perception of Personal Control Types of Communication Cultural Conflict with LEED A truly high performance building also refers to the Attitudes • Placing the media center Men's Responses Women's Responses performance, well being, and satisfaction of its occupants. Habits (and the story pit) at the Thermal Comfort Issues Insuring this requires a systematic accounting of occupant Health/Fitness Levels very center – emphasizes • Productivity/performance loss due to temperature needs / behavior during design, evaluation, and the importance of variability: $67,500 annually. operations. Otherwise the intended energy savings, GHG knowledge in Navajo • Productivity loss from contacting O&M: $825,000 reductions and general quality of the occupant experience will not be achieved. Ignore Human Factors & … culture. annually. Some Estimated Annual Performance/Productivity & Health • But also eliminated view Psychological • Energy Performance Below Expectations Savings Resulting from ECMs glass. • Water Usage Above Expectations $6,000,000 Recommended ECMs' Estimated Occupant Savings • Recycling Programs Not Meeting Expectations Source: Harmon, M. J. and R. D. Leonard. 2005. A Post Occupancy Evaluation of the Baca/Dlo'ay azhi Community School, Prewitt, NM. PowerPoint Presentation Prepared for The New Mexico Public School Facility Authority, by Human Inquiry. $5,000,000 Annual Productivity Losses Due to Social / Cultural Behavior Physiological Presentation in possession of client. & Needs • Building Wear/Tear Above Expectations Distracting Noises: $4,000,000 $3,569,000 Annual Productivity Losses Due to • Carbon Footprint Above Expectations Limited Daylighting and Exterior Views: • Tenant Complaints & Turnover Rates Above Expectations $3,000,000 Annual Productivity Losses Due to Occupancy Sensors: Building & • Low Levels of Occupant Productivity/Performance Net Zero and Behavior $2,000,000 Annual Productivity Losses Due to Organization' Occupant O&M Policies Lack of, or Limited, Personal Lighting Policies & • Absenteeism Above Expectations Encouraging Energy Conserving Behavior Control: Annual Productivity Losses Resulting Procedures Performance & Procedures $1,000,000 • Sick Building Syndrome Symptoms Above Expectations • Transparency and Competition: Add Point-of-Use, $872,284 From Low Ventilation Rates: & Health Annual Productivity Losses Attributed • Employee Turnover Rates Real-time and Recordable Energy Meters at $0 Productivity / Health Savings Building System ECM Savings to Short Term Sick Leave Resulting From Low Ventilation Rates: Above Expectations Individual Workstations, in classrooms, etc. -$1,000,000 • Community Perceptions Source: M.E. Group, Inc. Retro-Commissioning Final Report for the Conrad Duberstein U.S. Courthouse and Post Office Building, NY0399ZZ, Brooklyn, NY. Prepared for the General Services Administration by M.E. Group, Inc. Report in possession of client. Building’s Environment of Facility Low Decision Making Processes Long Term vs. Short Term Benefits • Research suggests that the more people who have a say in the Source: M.E. Group, Inc. 2010. Retro-Commissioning Final Report for the Conrad Duberstein U.S. Courthouse and Post Office Building, NY0399ZZ, Brooklyn, NY. Prepared for the General Services Administration by M.E. Group, Inc. Report in possession of client. decisions involved in a building project (particularly earlier in the Source: Burgess, J. and M. Nye. 2008. Re-materialising Energy Use Through Transparent Monitoring Systems. Energy Policy 36:4454- design process), the more likely it will be designed and built 4459. sustainably (LEED or otherwise), all else being equal. For further information • Incorporating productivity and health benefits directly into Please contact marcel.harmon@megroup.com and visit Source: Turner, C. and M. Frankel 2008. Energy Performance of LEED for New Construction Buildings. New Buildings Institute. LCCAs. www.megroup.com.