Sustainable Post Occupancy Transition: Herding CATS (Contractors
Contents
1. e Notify me if rooms are warm next week that means something is running when it should not be Don t forget to drop off your extra clothing and shoes in your site s Gaia Bin to help support your PTO s Thanks for your help with saving energy and saving the District money Have a great Summer PROCEDURES Work order system All should have access Develop a troubleshooting procedure who when how Must respond to each call or e mail No matter how small or silly or you teach indifference Thank the person each time they send a work order or notify you of an issue Follow up again gains allegiance amp confidence 26 THINKING FROM THE END How will this be used What can go wrong Is there a back up plan Is this the best we can do for V efficiency Should this system be automated or not 1 29 2014 27 1 29 2014 CRITICAL THINKING Teach the occupants to think Did you turn up the thermostat Did you check the windows Has the custodian checked the boiler Is air flowing Is it plugged in Respond to each its critical Empower the occupant to be critical Follow up and thank the person for each issue PROBLEMS VS OPPORTUNITIES Problems overwhelm drain Seen as negative There are no problems Just opportunities Opportunities galvanize amp inspire Look for the opportunity to improve Project UPAR TUNITY Strive for success2. 1 Communication is the key to successful implementation of this high performance feature e Staff training is critical EDUCATIONAL DISPLAYS High Performance Feature e Enable users to learn about the high performance design elements of the building 1 29 2014 19 EDUCATIONAL DISPLAYS Reality Display is too wordy Display is not used for educational purposes Lessons Learned Learned y Display should be interactive I Need to provide an immediate I snapshot of the information being i portrayed L 1 29 2014 20 1 29 2014 PLANS FOR TABLE OF CONTENTS T RAI N G Yale Building Classroom User Manual Lighting Programming Timing Window CoveringsS seson nin a a a AE ached LEE DR Audio Visual and Wireless Elevator HVAC Setpoints Schedule Water Bottle Filler EE Restrooms BOOK Storage eee RED E Bike Storage Energy Savings Savings by Design Movable Wall ee Furniture and Floor Care Cabinets Keys and Locks Request for Feedback Before you Leave List THANK YOU QUESTIONS 21 1 29 2014 35th ANNUAL CONFERENCE ON SCHOOL FACILITIES HIGH PERFORMANCE STRAND Tahoe Truckee Unified School District Sustainable Post Occupancy Transition Anna Klovstad C E M 1 uet E SUSTAINABLE POST OCCUPANCY TRANSITION Key components What is critical e Starts before occupancy Critical Training Requires Diligence
3. not perfection Procedure The plan Yourself 28
4. Critical Thinking Involvement Critical Involvement e Training e Documentation Reminders e Thinking from the end Problems vs opportunities 22 TRAINING Best Practices e Start training during design Invite to design sessions Administration Maintenance amp custodial staff Find out what is important to them Maintenance Lights at AHU e Custodial wanted certain kind of keyed light switch e Secretary heat register on them Administer ability to see entrance from desk Implement what you can Consider each for District standardization Gain allegiance support 1 29 2014 23 TRAINING DURING CONSTRUCTION Continue training during construction Do construction tours Admin Maintenance Custodial Staff Not everyone can read a set of plans Implement their suggestions where possible OCCUPANCY TRAINING Video tape trainings Have sign in sheets Reference material Make it hands on where Binder with training material possible Design intent document e Single line diagrams Lighting control schedule and zones e Shut off locations e Sequence of operations Binder of materials list with samples and manufacturer contact info Shut down procedure Test their knowledge 1 29 2014 24 1 29 2014 PROVIDE A BUILDING USER GUIDE One page overview of systems How the lighting works in the different spaces How the heating coolin
5. Daylight Sensors HVAC Displacement Ventilation 3 ok Yuba Feather Classroom 11 1 29 2014 MJUSD TROUBLESHOOTING Identify the problem Be specific Define the problem Analyze Formulate a plan Dialogue brainstorm seek other perspectives Choose a solution Select the most appropriate person to implement that solution Follow up Acquire feedback from your team and from the school site D MARYSVILLE JOINT UNIFIED N SCHOOL DISTRICT gw y for Stadt Michal Healy Architect LEED AP BD C Director of Facilities mhealy mjusd com Phone 530 749 6151 12 1 29 2014 35th ANNUAL CONFERENCE ON SCHOOL FACILITIES HIGH PERFORMANCE STRAND Design amp Construction to Occupancy Julie Kistle Facilities Planner Construction Supervisor Chico Unified School District OVERVIEW e Discuss two CHPS designed projects and the post occupancy results of the following Systems 1 Daylighting 2 HVAC Systems 3 Landscaping 4 Educational Displays 1 29 2014 CHICO HIGH SCHOOL HP FEATURES Two Story Classroom Building 21 Classrooms e High Efficiency Displacement Ventilation HVAC system Evaporative Cooling Architectural Exterior Sun Shading Occupancy Sensors for Lighting Drought Tolerant Landscaping Rooftop Solar CHPS Certified 14 1 29 2014 PLEASANT VALLEY HIGH SCHOOL HP FEATURES Two Story Classroom Building 24 Classrooms High Efficiency
6. Displacement Ventilation HVAC System Evaporative Cooling Architectural Exterior Sun Shading Occupancy Sensors for Lighting Drought Tolerant Landscaping Future Solar in Parking Lot Fully Automated Window Shading System CHPS Certification in Progress paa 15 1 29 2014 DAYLIGHTING High Performance Feature Architectural Sun Shading DAYLIGHTING Reality Tyvek board placed in windows To block sunlight V P New projectors Fequired upgrading 16 1 29 2014 LESSONS LEARNED Ultra Short Throw Projectors Fully Automated Window Shades Staff Training Roof mounted sensors monitor sky conditions in real time When cloudy the shades are raised When clear the shade position is adjusted according to the suns angle in the sky CODE RED switch shuts all window shades 100 HVAC SYSTEMS High Performance Feature Displacement Ventilation System Very Quiet and Healthy Clean Air E de 17 1 29 2014 Reality Effectiveness of system effected by blocked diffusers Diffusers blocked with clutter and posters Lessons Learned Ie Communication is the key to successful 1 implementation of this high performance feature U Staff training is critical J 9 T LANDSCAPING High Performance Feature Drought Tolerant Landscaping 18 Reality Plants died in the winter months o re landscape E I Lessons Learned
7. people on the things they care about pop culture references use humor 1 29 2014 ABILITY Usability Legibility Which is better ME OFF Behavior of Operators not just Occupants Occupants comfortable to begin with ABILITY Waste Disposal What does this mean for designers Be occupant focused 1 29 2014 1 29 2014 CONTEXT Setting Defaults Educate In 2011 we used 6758 gallons of water per Googler in Mountain View This year we are hoping to reduce by 250 gallons per Googler That would be a 3 6 decrease in water consumption Suggest specific actions where possible defaults If you could eat it it be thrown into the compost To turn this light off hold down the button for 2 seconds Otherwise it stays on and wastes energy Make the behavior you want as easy as possible 35th ANNUAL CONFERENCE ON SCHOOL FACILITIES HIGH PERFORMANCE STRAND Post Occupancy and CHPS Michal Healy Director of Facilities Marysville Joint Unified School District 1 29 2014 OVERVIEW Collaboration for High Performance Schools CHPS Operations and Metrics New category within CHPS Focuses on Post Occupancy the people who take care of the building use the building and plan for future buildings How districts can use this to their advantage e Why did CHPS do this Lessons Learned Hevisit the site more than once and talk to staff e Think creatively
8. to solve problems e Know the personalities of the people you are training and who they will respond to most effectively NEW CLASSROOM BUILDINGS F6 1 29 2014 COLLABORATIVE FOR HIGH PERFORMANCE SCHOOLS CHPS OPERATIONS AND Prerequisite Facility Staff and Occupant Training Training for maintenance grounds teachers administrators custodians school secretary and STUDENTS Take employees on a tour during construction e Encourage them ask questions Credits e Post Occupancy Transition Survey Ask all users about their experiences with the building good and bad Retrain Explain CHPS OPERATIONS AND METRICS Credits High Performance Operations CHPS Operations Report Card Designate a permanent energy and water manager Designate a school based advocate who teaches and promotes behavioral change 10 1 29 2014 CHPS OPERATIONS AND METRICS Credits e Systems Maintenance Plan Identifies the regularly scheduled preventative and routine maintenance for equipment HVAC Hot Water Systems EMS Lighting Controls Greywater Systems Plumbing Systems Fire Sprinklers Tanks Sar E pr oS is Sy PR ire Water Tank and Pump House MJUSD POST OCCUPANCY e Verify staff know how to use the installed equipment and that it works as intended ANN Lights Projector Audio System Mechanical Window Coverings EMS Door Sensors
9. 1 29 2014 A 35 ANNUAL CONFERENCE ON r SCHOOL FACILITIES HIGH PERFORMANCE STRAND Sustainable Post Occupancy Transition Herding CATS Contractors Architects Teachers Staff Michal Healy Director of Facilities Marysville Joint Unified School District CHPS Operations and Metrics Committee Julia Kistle Facilities Planner Construction Supervisor Chico Unified School District CHPS projects post occupancy Lessons learned Anna Klovstad Sustainability amp Project Supervisor Tahoe Truckee Unified School District Focus on District wide energy savings Rob Samish AIA Senior Associate K 12 Lionakis CHPS Operations and Metrics Committee Chair 1 29 2014 1 Focus on the handoff from Design Consiruction to Occupancy Post Occupancy studies point to difficulties a d lt amp Roseville High School Modernization Focus on the handoff from design construction to Post Occupancy studies point to difficulties CHPS National Criteria Zeroes in on the Transition phase Compiling best practices Michal Hear from our three Districts different approaches efforts Stories and resulting best practices All Gain insights the latest research in behavior change and how it plays a profound role in these efforts Rob Acknowleagement to Lindsay Baker 1 29 2014 The building was designed O
10. ccupants are tricky to perform well but the occupants keep messing with things Automated controls aren t T 4 eae lcm working for you CET Ml oe LESEN Bh You need a higher level of comfort for occupants You believe occupants should have a relationship with their buildings Getting to net zero positive impact Figure 3 Technologies used in ZEB and Zero Energy Capable Buildings HE ght ng HE Envelope Hi R value Glazing HE HVAC B Ht Recovery Cool Roof Rackant Research and graph courtesy of New Buildings Institute study on the 21 NZEBs Net Zero by 2030 Where do stand with the policies programs projects necessary to achieve this goal 1 29 2014 Sev get tor veg Cer pma Aes Heal Wee amt Mappers THE WILLPOWER INSTINCT M Thales sod Gore A Symeon Fogg Behavior Model b mat Hirn Learning Theories Skinner Pavlov Theory of Reasoned Action Ajzen amp Fishbein 1975 triggers Theory of Planned Behavior Ajzen 1991 motivation triggers Nii Transtheoretical Model Prochaska amp DiClemente 1997 fail here Value Belief Norm Theory Stern 1999 www BehaviorModel or Hard to Do ability Easy to Do ABILITY Motivation People need to WANT act Ability 1 29 2014 People need to BE ABLE to ACT and know what exactly to do Trigger There needs to be a trigger a clear request Context instead of Trigge
11. g system works Window s and shades How the occupant can influence energy usage and savings through effective use of these systems nde Ms to new occupants as E oe REMINDERS Beginning of each year Mid Year e Welcome back Notice of change from cooling to heating season and expected impacts Shut down procedures before holidays Any updates changes from summer projects Any continuing project info Who to contact with questions Report energy savings keep them inspired Work order system instruction Update on projects Empower occupants to do something Repeat before summer vacation this requires responding to their comments requests 20 1 29 2014 BEFORE YOU LEAVE e Thanks for your help in saving an additional 35 000 last year We now save approximately 440 000 per year on gas and electricity plus an additional 56 000 on disposal costs Let s keep it going before you leave please remember to e Unplug all computers printers copiers scanners appliances cd players chargers and power strips e Turn off all lights fans space heaters etc e Make sure your windows are tightly closed and your blinds are closed e Empty your refrigerators and unplug them if possible e Remind your co workers to do the above Custodians e Please check each room for the above e Make sure all exterior doors are tightly closed
12. r Emphasizes the environmental aspects of changing behavior What we know about people Even if we care about doing the right thing e We dont always know what it is e It isn t our highest priority Decision Fatigue Finding the sweet spot between too much information enough The goal is to make interactions with building systems Comfortable and Habitual MIXED CONTAINER RECYCLING Education Peer pressure Identifying with environmental causes Dispelling myths and rumors Dummy thermostats Overstated claims of impacts Persistence Competitions Incentives Making habits Open communication Getting the tone right Persistent Prize oriented extreme competitions can often leave people exactly where they started Positive but not saccharin Many organizations have managed to reduce energy use by 20 or more when everyone helps out from facilities staff to custodians to employees Jargon free Leaving your monitor on at night is equivalent to 5 pounds of coal burned per year Respect not patronizing Avoid Save the planet turn off your monitor Avoid Turning off lights is simple Just make sure every time you leave a room you turn off the lights Collaborative avoiding blame Avoid We ve taken a big risk and investment in these top of the line waste bins Now we just need you to do your part to put everything in the right bin Connect with
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