MSBA Meeting Agenda: Commissionin ing ❖ Introduction Roundtable le ➢ Sarah Przybylowicz, MSBA Sarah.Przybylowicz@MassSchoolBuildings.org ❖ Pilot Overview and POE Implementation ➢ Chris Alles, MSBA Post-Occupancy ❖ Process and Development Evaluation ➢ Brooke Trivas, Brad Rogers, Perkins & Will Presentation ❖ Pilot Visits and Summary of Findings April 29, 2020 ➢ Brad Jones, Cadmus ❖ Discussion and Survey
Post-Occupancy Pil ilot Program Historic Timeline ➢ Internal Kick-off ➢ Pilot Test ➢ Establish Scope ➢ Consultant Collaboration ➢ Establish Pilot Scope ➢ District Outreach ➢ District Outreach ➢ Final Reporting ➢ Identify Participants ➢ Develop Application ➢ Consultant Procurement ➢ Implementation Approval ➢ Pilot Recommendation ➢ Initial Building Visits ➢ Building Visits to Observe ➢ Ongoing Development ➢ Analyze Data ➢ Onboarding & Startup Operation/Performance ➢ Designer Roundtable ➢ POE Commencement (Performed by Cadmus) ➢ Pilot Extension ➢ Thorough Review of the MSBA Process, *Approved at May 12, 2017 Board of Directors meeting Guidelines, Data Collection **Approved at May 22, 2018 Board of Directors meeting Opportunities (Performed ***Anticipate recommendation at February 13, 2020 by Perkins & Will) ➢ Consultant Collaboration FY17 FY18 FY19 FY20/21 Massachusetts School Building Authority 2
MSBA’s Support for Public School Construction Lea earnin ing fro from th the e exp xperie ience and prot rotectin ing th the e inve vestment! “To establish a process intended to focus on understanding that Core Program projects that have received a grant from the MSBA are operating and performing per the intended design” Massachusetts School Building Authority 3
Adding ‘Module 9’ to Core Program Projects New module that defines the POE Represent pre- Module 1 program occupancy Module 9 Module 2 opportunities Min. 3 years through Mods 1-8 Start-up, training, Incorp. Lessons- and turnover learned during Core Program Module 8 Module 3 opportunities feasibility study. Lifecycle Capturing/incorp. Initial energy Lessons-learned modeling/lifecycle Module 7 Module 4 cost analysis Incorporating specific Module 6 Module 5 system/components Massachusetts School Building Authority 4
MSBA Post-Occupancy Pilo ilot t Progr gram - Buil ilding Visi isits ts Sam Sample Fin Findings & Recommendations “White Roofs – The majority of new schools are equipped with white roofs for their benefits of reducing heat island effect and earning points under LEED or CHPS. However, the white roof materials pose slip and fall hazards when moisture is present (dew, rain, snow, and ice). ” “Training at Project Turnover - Dissatisfaction with current training processes at project turnover; Spread sessions out over time; Engage building staff on walkthroughs early; Consider requiring OPMs take responsibility for coordination; Staff felt that training at handoff was short, poorly formatted, and generally of low use. ” “Lighting controls - Centralized lighting control systems are not user-friendly; Consider integration with HVAC controls, they are generally easier for O&M staff to monitor and adjust.” “Submetering - Buildings have submetering systems that have been designed and installed but it appears they are not being used. 43% of the buildings surveyed have energy submetering installed, but none of the building staff monitor or use the submetering systems. ”
MSB SBA Post-Occupancy Evalu luation Program Projected POE’s & Associated Construction Cost (FY21 -FY FY25)* FY21 FY22 FY24 FY23 FY25 (9) (7) (9) 1.4M sf $531M 1.1M sf $484M 998k sf $508M (14) (17) 2.1M sf $800M ~$3.9B ~9M sf 3.4M sf $1.6B Approximate totals *Based on project schedules, this assumes an average of 11.2 evaluations or (12) per year. Assume 50-60 evaluations through FY25. Massachusetts School Building Authority 6
MSBA Post-Occupancy Evaluati tion Program Antic ticipated Roll ll-out Post-Occ MSBA Board Evaluations Approval of POE Commence Implementation! Spring 2021 Module 9 Development, Staffing, IT Development, Onboarding/Start-up Jan/ Mar May Jun Jul Aug-Dec Apr 2020 Apr Feb FY21 2021 May MSBA Transmit/present Cx Roundtable Reports from Pilot Presentation Visits to Participating Districts Massachusetts School Building Authority 7
MSBA Post-Occupancy Evaluation Pilot
Agenda Partner with Massachusetts 01 ― Project Overview communities to support the 02 ― POE Process Recommendations design and construction of 03 ― Data Collection Tactics educationally-appropriate, 04 ― Database & Dashboard flexible, sustainable, and cost- 05 ― Report Template effective public school facilities. 06 ― Next Steps Massachusetts School Building Authority Mission Massachusetts School Building Authority Post-Occupancy Evaluation Study 9
Post-Occupancy Evaluation Defined A systematic study of site systems, building performance, and human experience measured against pre-established objectives to understand the impacts of the built environment. Massachusetts School Building Authority Post-Occupancy Evaluation Study 10
POE Process Mixed Method Multi-Perspective Enables in depth understanding of Build a richer understanding of how complex issues while increasing the the built environment is validity and reliability of data performing from multiple collected. perspectives. Massachusetts School Building Authority Post-Occupancy Evaluation Study 11
Project Objectives 1 2 3 Understand if the schools Measure the impact of Establish a POE process, funded by the Authority are design on site systems, specific to MSBA-funded K- operating and performing building performance, and 12 schools as designed . human experience. Massachusetts School Building Authority Post-Occupancy Evaluation Study 12
Project Schedule 1.1 Project Kick Off Initial Findings 1.2 Process Review 2.1 Pilot Review Report 1. Review grant program requirements & documentation 1. Evaluate building survey questions from FY18 Pilot 2. Evaluate potential of submittals to inform a POE 2. Recommend adjustments and additions 3. Recommend submission modifications 3. Conduct gap analysis 4. Identify other project documentation that could be used 4. Interview staff who participated in FY18 Pilot PHASE 1 PHASE 2 2.2 Template 1. Prepare a modified version of survey questions 2. Develop a methodology for data management 3. Create a standard summary report Massachusetts School Building Authority Post-Occupancy Evaluation Study 13
Phase 1: Process Review Phase 1 identified opportunities for the MSBA to collect data during Modules 1- 8 Massachusetts School Building Authority Post-Occupancy Evaluation Study 14
Phase 2: POE Pilot Review Phase 2 identified opportunities to improve data collection in the existing POE process Create a Reduce Gather Make survey baseline number of multiple anonymous questions perspectives Implement Develop mixed rating scales method Massachusetts School Building Authority Post-Occupancy Evaluation Study 15
POE Process Recommendations Massachusetts School Building Authority Post-Occupancy Evaluation Study 16
POE Process Recommendations 01 02 03 Create Module 9 ― Post Expand on POE Pilot by Capture data submitted in Occupancy Evaluation as implementing multiple data Modules 1-8 as part of the part of the standard grant collection tactics , including POE process to compare funding process a site visit, pre-visit actual outcomes vs original questionnaire, and an intent online survey 04 05 Co-locate POE data for all Summarize POE findings in completed schools in a a standard report template central database with an that will be used for each online dashboard for school comparison and analysis of trends Massachusetts School Building Authority Post-Occupancy Evaluation Study 17
POE Process Recommendations Proposed process Modules 1-8 Form Online Survey Post Occupancy Evaluation Central Database Provide actionable items for • Web-based Reporting District’s to address, and lessons Pre-Visit Dashboard learned to improve future MSBA Questionnaire funded projects • Standard Building POE Report Site Visit Massachusetts School Building Authority Post-Occupancy Evaluation Study 18
Data Collection Tactics Massachusetts School Building Authority Post-Occupancy Evaluation Study 19
Data Collection Tactics Four data collection tactics. Pre-Visit Modules 1-8 Form Online Survey Site Visit Questionnaire Data from 2 modules 5 respondent groups 4 respondent groups 1 day visit 15 total questions 35 total questions Team assigned by MSBA 84 total questions Massachusetts School Building Authority Post-Occupancy Evaluation Study 20
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