Source: UNIV OF MINNESOTA submitted to NRP
DEVELOPING POST-OCCUPANCY EVALUATION OCCUPANT WELL-BEING SCALE, COMMERCIALIZATION PLAN, AND CUSTOM QUESTION (LIGHTING) PROTOCOL
Sponsoring Institution
National Institute of Food and Agriculture
Project Status
COMPLETE
Funding Source
Reporting Frequency
Annual
Accession No.
0229834
Grant No.
(N/A)
Cumulative Award Amt.
(N/A)
Proposal No.
(N/A)
Multistate No.
(N/A)
Project Start Date
Oct 1, 2012
Project End Date
Sep 30, 2015
Grant Year
(N/A)
Program Code
[(N/A)]- (N/A)
Recipient Organization
UNIV OF MINNESOTA
(N/A)
ST PAUL,MN 55108
Performing Department
Design, Housing & Apparel
Non Technical Summary
Developing and validating an occupant IEQ well-being measurement scale will provide interior designers, architects, facility managers, and others in the built environment professions a tool to measure human well-being. Occupant well-being is a significant predictor of economic success in commercial building types (Bonda & Sosnowchik, 2008). A scale can be defined as a collection of questions (with variables implied) designed to elicit information about a particular well-being factor, i.e., satisfaction, performance. The purpose of a scale is to quantify a phenomenon of interest and ultimately to generate knowledge about it. Researchers develop scales when they want to measure relationships among attributes that they believe exist because of theoretical relationships, but that cannot observed and assessed directly (DeVellis, 2003), i.e., one cannot observe occupant well-being. The scale can be used as a decision rule for practitioners,as a measure of one component of human well-being,to support design strategies that predict occupant satisfaction, performance, etc.,as a benchmark for success, and to prepare future practitioners how to measure well-being and its economic relationship between interior environments and employers. Commercial marketability of the SPOSE questionnaire, protocol, and analysis is important because the data gathered from POEs will inform design teams and business owners, as well as the state of Minnesota, of the return on investment of the designed environment. Employee performance is the second most costly part of doing business regardless the focus of the company (Chilton & Baldry, 1997). What adds unnecessary cost for businesses are employee issues such as turnover, retention, and illness, some of which are influenced by IEQ attributes within the physical environment such as temperature, glare, and workstation or furnishings fit (Fischer, Tarquinio, & Vischer, 2004). The work environment can lead to higher levels of employees satisfaction, and employees are more likely to stay with a firm longer, which decreases the turnover rate and means that employers do not have to invest in costs of recruitment and training (Bonda & Sosnowchik, 2008). This is the relationship that design firms and business owners are trying to document so they can judge the economic value a supportive interior environment has on their employees and therefore, their business. The third goal, to develop protocol to add, validate, and test custom questions for specializations in interior environment. Lighting is one of the most highly visible, controllable, and functional IEQ attributes of interior environments and, therefore, has been found to be highly predictive of occupant satisfaction and performance (Newsham et al, 2007). By working with a variable with a wide range of attributes, we can develop the protocol for adding such complex items to the POE questionnaire to accommodate custom questions or design goals from design teams, which will increase the SPOES questionnaires marketability.
Animal Health Component
40%
Research Effort Categories
Basic
30%
Applied
40%
Developmental
30%
Classification

Knowledge Area (KA)Subject of Investigation (SOI)Field of Science (FOS)Percent
7246010311020%
8025340307030%
8045320308050%
Goals / Objectives
Goals The SPOES questionnaire has identified several IEQ categories that contribute to overall occupant well-being, including thermal, acoustic, lighting, indoor air quality, privacy, and personal control conditions. However, determining the contribution each of these conditions makes to an employees well-being has not been successfully tested. Statistical analysis of these results from previous research will lead us to the development of a score or scale to efficiently measure a single variable via various contributions. This will become the occupant well-being assessment tool for designers and the basis of best practice. Therefore, the first goal of this project is: 1. to develop, test, and validate an occupant IEQ well-being measurement scale to be used as a design tool in commercial sustainable buildings. An ongoing part of our initial occupancy SPOSE project (see Guerin et al, 2011a; 2011b) was the development of a valid and reliable questionnaire that is directly related to sustainable design guidelines. We have completed the development and testing of this instrument and are ready to determine its viability in the marketplace. This instrument has potential for architects, interior designers, business owners, facility managers, contractors, and others in the built environment industry to measure the results of their design decisions and determine the return on investment for the business or client. Therefore, the second goal of this project is: 2. to investigate marketability of the SPOES questionnaire, protocol, and analysis strategies. During the work the SPOES team completed on the development of the questionnaire, we identified the need of architects and designers to add questions to the questionnaire that would represent their design goals and provide them with in-depth analysis of custom variables. This could be an important addition to the POE questionnaire that will contribute to its marketability. We will begin to develop custom question/specialization protocol using the category of lighting conditions, which includes attributes of both electric lighting and daylighting. Lighting conditions is an excellent topic to start with because it contributes to both energy efficiency, i.e., building performance, and is a major factor in occupant performance, which affects occupants satisfaction, performance, and health (Newsham, Aries, Mancini, & Faye, 2007). From this protocol, we will be able to add custom questions to the questionnaire that design teams need and provide them with measurable results of their design goals, thereby increasing the marketability of the product and providing metrics to design teams and business owners. Therefore, the third goal of this project is: 3. to develop protocol to add, validate, and test custom questions for specializations in interior environment, e.g., lighting design.
Project Methods
This project is conducted by the SPOES team of researchers and practitioners from various disciplines under the direction of the project leader. The SPOES questionnaire has been developed, tested, and validated over a three-year, six building study. The team has access to over 100 sustainable office buildings in Minnesota that have been designed and built to the B3-MSBG guidelines where the questionnaire and scale can continue to be tested. The team has the expertise to develop custom questions as needed, analyze the data, develop the scale, and conduct confirmatory analysis. Dissemination strategies are also in place to distribute and apply the results of this study. Goal 1. Scales for each well-being factor, i.e., satisfaction, performance, comfort, etc. will be developed for use in the SPOES questionnaire. We will perform each of the following scale development procedures over the course of the project: (a) item generation and content validity testing; (b) reliability and validity assessment; and (c) scale validation. The results will be a series of scales that measure occupant well-being factors. Therefore, there will be an Occupant Interior Environment Satisfaction Scale, and Occupant Interior Environment Performance Scales, etc. Goal 2: The SPOES questionnaire, with its valid well-being scales, can be used as a post-occupancy evaluation tool and a pre-occupancy diagnostic tool. Because the SPOES questionnaire is based on the IEQ criteria in several sustainable design guidelines, it has marketability to all design firms who have used such a set of guidelines in their design process. As of 2011, there are over 9000 buildings in North America that have used LEED (USGBC, 2011) and over 150 in Minnesota that have used B3-MSBG. Further, LEED is now being used globally, so the potential market is growing. The University of Minnesota commercialization team will be asked to join a segment of this project to assist the SPOES team: a. Develop a commercializtion plan for the SPOES questionnaire; b. Conduct a market analysis to identify audience, marketability, price, dissemination method, c. Develop business and marketing plans for the product including price, costs, task analysis, strategies for marketing the product; and Goal 3: Each design team that follows a set of sustainable design guidelines also has other design goals often required of the client. We need to develop a protocol to follow when design teams ask for custom questions by going into greater depth with an IEQ criterion, lighting, for which we have already developed questions and analysis methods. By using lighting as our model, and by adding a lighting expert to the SPOES team, we will be able to establish the data collection and analysis protocol that will underpin the addition of other variables to the questionnaire when required. For electric lighting and daylighting, we will: a. Develop additional questions. b. Develop field measurement protocols for measuring lighting factors, c. Develop analysis methods to study lighting attributes, and d. Write protocol/method used to add questions Results of all goals will be disseminated to scholars and practitioners.

Progress 10/01/12 to 09/30/15

Outputs
Target Audience:Target audiences for this project are the public and the academy. The public includes architects, interior designers, facility managers, project managers, housing specialists, builders, and business owners who are interested in evaluating the influence, and eventual return on investment, sustainable inteiror design has on their buisness economic outcomes and design solutions. The academy includes faculty and researchers of design, the built environment, human behavior, and environmental psychology. An additional and important audience is the CSBR, with whom we worked. Changes/Problems: Nothing Reported What opportunities for training and professional development has the project provided? Nothing Reported How have the results been disseminated to communities of interest?15 reports have been published on the B3 Website at http://b3mn.org/poe/library.html for public access. Journal article is in progress Dissertation and thesis have been published. What do you plan to do during the next reporting period to accomplish the goals? Nothing Reported

Impacts
What was accomplished under these goals? We have accomplished the first goal which was to develop, test, and validate an occupant IEQ well-being measurement scale to be used as a design tool in commercial sustainable buildings. We accomplished the second goal because the scan version of SPOES is available online for B3 buildings and it is also available for non B3 builidings for a fee. The fee schedule is listed online at http://b3mn.org/poe/library.html. We also accomplished the goal to test custom questions for specializations such as performance, health, ergonomics, thermal, privacy, lighting and alternative workspace modules. From August 2014 to June 2015, we completed 15 B3 post-occupancy evaluations.

Publications

  • Type: Websites Status: Published Year Published: 2015 Citation: http://b3mn.org/poe/library.html
  • Type: Other Status: Under Review Year Published: 2015 Citation: Lin, A. & Asojo, A.O. (2015) Looking Good, Feeling Better, Doing Great: A Post-Occupancy Evaluation of Healthcare Professionals Workplace Satisfaction. Journal of Interior Design, Healthcare Issue (Abstract submitted for consideration - article in progress).
  • Type: Theses/Dissertations Status: Submitted Year Published: 2015 Citation: Scott, A. (2015) Intersections of Culture and Well-Being in the Workplace Environment. Advisor: Abimbola O. Asojo
  • Type: Theses/Dissertations Status: Submitted Year Published: 2015 Citation: Lin, A. (2015) Looking Good, Feeling Better, Doing Great: A Post-Occupancy Evaluation of Healthcare Professionals Workplace Satisfaction. Advisor: Abimbola O. Asojo


Progress 10/01/13 to 09/30/14

Outputs
Target Audience: Target audiences for this project are the public and the academy. The public includes architects, interior designers, facility managers, project managers, housing specialists, builders, and business owners who are interested in evaluating the influence, and eventual return on investment, sustainable inteiror design has on their buisness economic outcomes and design solutions. The academy includes faculty and researchers of design, the built environment, human behavior, and environmental psychology. An additional and important audience is the CSBR, with whom we worked. Changes/Problems: Nothing Reported What opportunities for training and professional development has the project provided? Nothing Reported How have the results been disseminated to communities of interest? 15 reports have been published on the B3 Website at http://b3mn.org/poe/library.html for public access. What do you plan to do during the next reporting period to accomplish the goals? We will plan to develop POEs for more buildings, disseminate findings, and developing instruments for other building types.

Impacts
What was accomplished under these goals? We have accomplished the first goal. We have partially accomplished goal 2 because the scan SPOES is available online for B3 building and it is also available for non B3 buildings for a fee. The fee schedule is listed online http://b3mn.org/poe/library.html. We have developed a set of custom questions that has become our lighting module that includes questions about daylighting and electric lighting in the workplace. The purpose is to assess occupants' satisfaction with the lighting conditions in their workplaces. The third goal is in progress.

Publications

  • Type: Websites Status: Published Year Published: 2014 Citation: http://b3mn.org/poe/library.html


Progress 10/01/12 to 09/30/13

Outputs
Target Audience: Target audiences for this project the public and the academy. The public includes architects, interior designers, facility managers, project managers, housing specialists, builders, and business owners who are interested in evaluating the influence, and eventual return on investment, sustainable inteiror design has on their buisness economic outcomes and design solutions. The academy includes faculty and researchers of design, the built environment, human behavior, and environmental psychology. An additional and important audience is the CSBR, with whom we worked. Changes/Problems: Although these changes do not affect the Terms and Conditions, it is important to note that scale development will remain in progress until a larger database of findings is developed. Then the scale can be developed based on the larger database. The second change is an elaboration of the Scan level of questionnaire, which will now be the base questionnaire with several modules added to it so customers can tailor the questions to those that reflect the design goals of the project. For example, a customer can choose the Scan Level (satisfation with Indoor Enviornmenta Quality of the primary workplace) and add several different modules that have been/are being developed such as lighting module, acoustic module, thermal module, furnishings module, and indoor air quality module. This framework is more straightforward and responds to commercializtion of the product. What opportunities for training and professional development has the project provided? Specfically, the pre-occupancy questionnaire has been used in one design firm to add to the professional development and knowledge of the designers of sustainable buildings. Additionally, the lighting module will be used to train lighitng professionals on occupants' responses to various lighting conditions. How have the results been disseminated to communities of interest? Publications of the cases completed have been submitted and published in several refereed journals. One presentation has been made to the American Institute of Architects of Minnesota on the use of the POE instruments. What do you plan to do during the next reporting period to accomplish the goals? We are developing a commercialization plan that includes a business plan, financial goals, and marketing plan.

Impacts
What was accomplished under these goals? We have accomplished the first goal and are in process on goals 2 and 3. We have developed a set of custom questions that has become our lighting module that includes questions about daylighting and elelctric lighting in the workplace. The purpose is to assess occupants' satisfaction with the lighting conditions in their workplaces. The questionnaire is currently in the pilot stage; the first data collection from this instrument will occur in January 2014. We have also developed, piloted, and tested a pre-occupancy questionnaire that can now be used for clients who would like to collect data prior to a building renovation or design. Commercialization of these products in in process.

Publications

  • Type: Journal Articles Status: Published Year Published: 2013 Citation: Guerin, D., Kim, H-Y., Brigham, J., Choi, s., & Scott, A. (2013). Validity and reliability testing of a post-occupancy evaluation questionnaire on indoor environmental quality and occupants satisfaction. International Journal of Sustainable Design, 2(2), 128-148. Choi, S., Kim, H-Y., Kulman Brigham, J., Guerin, D., & Bauer, T. (2013). Indoor environmental quality of classrooms and student outcomes: A path analysis approach. Journal of Learning Spaces. Guerin, D., Kim, H-Y., Brigham, J., Choi, s., & Scott, A. (2013). Validity and reliability testing of a post-occupancy evaluation questionnaire on indoor environmental quality and occupants satisfaction. International Journal of Sustainable Design, 2(2), 128-148. Guerin, D., Kulman Brigham, J., Kim, H-Y., Choi, S., & Scott, A. (2012). Post-occupancy evaluation of employees work performance and satisfaction as related to sustainable design criteria and workstation type. Journal of Green Building,7(4), 85-99.