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“Irrational” Vs “Rational” Behavior: Using Evolutionary
Photo Rights: robertoerosalesblog.com
Irrational Vs. Rational Behavior: Using Evolutionary
Theory & Comprehensive Evaluations to Ensure
Building Performance Meets Design Intent
2014 BECC Conference Washington DC2014 BECC Conference, Washington DC,
MARCEL HARMON, PHD, PE, LEED-AP O+M
December 9, 2014
SLOW FLOW OF PROGRESS IN AEC INDUSTRY
62%62%+
The 2012 global average share of non‐The 2012 global average share of non‐
green building activity.
Source:  McGraw Hill Construction. 2013. World Green Building Trends: Business 
Benefits Driving New and Retrofit Market Opportunities in Over 60Benefits Driving New and Retrofit Market Opportunities in Over 60 
Countries. A SmartMarket Report.
SLOW FLOW OF PROGRESS IN AEC INDUSTRY
Life Cycle Costs of a Facility
92%
6%2%
Salaries of Occupants
Costs of O&M
Original Design & Construction
Sources:  Cotts, D.G., The Facility Management Handbook, Second Edition, 1999
Sapp, D. Facilities Operations & Maintenance. Updated by the Facilities O&M 
Committee. Last updated: 11‐09‐2011. http://www.wbdg.org/om/om.php. 
SLOW FLOW OF PROGRESS IN AEC INDUSTRY
50% ‐ 80%50% ‐ 80%
The percentage of high performance 
buildings with actual energy consumption 
found to exceed predicted consumption.
Sources:  Burman, E., D. Mumovic, and J. Kimpian. 2014. Towards measurement and verification of 
f d th f k f th E di ti fenergy performance under the framework of the European directive for energy 
performance of buildings. Energy: 77(1):153–163.
Carbon Trust. Closing the Gap – Lessons Learned on Realising the Potential of Low Carbon 
Building Design. Carbon Trust, London. 
P A C M K l k t i 2007 P t O P f f Fi L E S h l iPegg, A. C., M. Kolokotroni. 2007. Post‐Occupancy Performance of Five Low‐Energy Schools in 
the UK . ASHRAE Transactions, 113 (Part 2).
Turner, C. and M. Frankel. 2008. Energy Performance of LEED® for New Construction 
Buildings. Report Prepared by New Buildings Institute for the U.S. Green Building Council.
LACK OF PERSONAL CONTROL, FRUSTRATION
& IMPACT ON PERFORMANCE& IMPACT ON PERFORMANCE
Leaving lights on as a sign of protest & statement of
New Mexico Elementary School
personal control
LINK BETWEEN ENERGY & OCC. EXPERIENCE
Comparison of EUI 
Ratios to Temperature 
ResponsesResponses
KEY TAKEAWAYS
• Recognize that BEHAVIOR JUDGEMENTS are a• Recognize that BEHAVIOR JUDGEMENTS are a 
matter of perspective
• Improve ALIGNMENT• Improve ALIGNMENT
• Account for PRODUCTIVITY/PERFORMANCE
and HEALTH impactsand HEALTH impacts
• Increase number of DECISION MAKERS and 
GROUP UNITY
BEHAVIOR JUDGEMENTS
Individual
Behavior 
(Including  Needs
Environment
( g
Decision 
Making)
Needs
Based on research spanning from:Based on research  spanning from:
Kurt Lewin, 1936 Principles of Topological Psychology 
to 
Elliott Sober & David Sloan Wilson, 1999
Unto Others: The Evolution and Psychology of Unselfish Behavior
BEHAVIOR JUDGEMENTS
Clothing Variability, Thermal Comfort & Energy Consumption
Space Heater
BEHAVIOR JUDGEMENTS
Physiological
Psychological
Individual
Behavior 
(Including Highly 
Large Group Needs
Environment
( g
Decision 
Making)
Interactive
Small Group Needs
Individual
Social/ 
Cultural
Individual 
Needs
Based on research spanning from:
Physical
Based on research  spanning from:
Kurt Lewin, 1936 Principles of Topological Psychology 
to 
Elliott Sober & David Sloan Wilson, 1999
Unto Others: The Evolution and Psychology of Unselfish Behavior© Copyright 2014 M.E. GROUP, Inc.
IMPROVE ALIGNMENT
EAM PROCESS: For Building & Occupant Alignment
Evaluate
Background Data
Align
Physical
Monitor
Metricsac g ou d ata
(HR & Building)
Engage Bldg Population
(Interview, Observe, & Survey) 
ili l i
ys ca
(Facility, O&M Modifications)
Social
(Behavior, Organization Policy 
Modifications)
et cs
(Energy and Water; Survey 
Results; Productivity and 
Health)
Evaluation Plan
Facility Evaluation
(Space Measurements & FPTs; 
O&M Engagement)
Modifications) Evaluation Plan
(Frequency; Records and 
Engagement)
Address Issues
© Copyright 2011 M.E. GROUP, Inc.
IMPROVE ALIGNMENT
Deep key stakeholder engagement needed to assess varying wants/
Audibility &
Noise IssuesLike Small School/
Community Feel
Like Small School/
Community Feel
Deep key stakeholder engagement needed to assess varying wants/
needs/values
21st Century
EducationTechnology
Infrastructure
Inadequacy
Thermal DiscomfortThermal Discomfort
Glare or
Brightness
Problems
Other
Lighting
Control
Issues
More Communication
Amongst Stakeholders
More Communication
Amongst Stakeholders
Concern W/ Direction Being TakenConcern W/ Direction Being Taken
Community FeelCommunity Feel
Student
Centered
Maintenance, IT & Custodial IssuesMaintenance, IT & Custodial IssuesTechnology
Collaboration & Small GroupCollaboration & Small Group
Poor Indoor Air QualityPoor Indoor Air Quality
Lack of Temp ControlLack of Temp Control
Desire/
Appreciation
for Operable
Windows
Issues
Cafeteria/
Lunch/
Nutrition
Problems
Health ConcernsHealth Concerns
Desire for Multi-
Levels of Lighting
Approval of Direction Being TakenApproval of Direction Being Taken Technology
Not Only
Answer
Improve/Maintain AestheticsImprove/Maintain Aesthetics
Improve PlaygroundImprove Playground
gy
Desire/Appreciation
f D li hti
Additional
Training
Needed
Safety &
Security
C
Space Size,
Configuration &
Flexibility
for Daylighting
Dislike Fluorescent
Lighting
Improving Athletic Fields/FacilitiesImproving Athletic Fields/Facilities
Class Size (# of Students)Class Size (# of Students)
Missouri School
District
Concerns
& Desired Changes
Plumbing
Issues
& Desired Changes
Need Additional Restrooms
Improving Traffic Flow
& Parking
Improving Traffic Flow
& Parking
Lack of StorageLack of Storage
Wayfinding Problems
IMPROVE ALIGNMENT
Personal Control, Occupant Inertia &
Ease of Blind Control Access
New Mexico
Elementary School
IMPROVE ALIGNMENT
Technology’s perspective
from a child
New Mexico
Elementary School
QUANTIFY PRODUCTIVITY/HEALTH IMPACTS
Direct Estimate
• Multivariate Regression 
Analysis
Direct Measure
• Field Setting
Analysis
• Looking for Correlations
• Looking for Average 
Impacts
• Lab Setting
Quantified Productivity/ Performance & Health ImpactsQuantified Productivity/ Performance & Health Impacts 
Indirect Estimate
• Using previous research 
informed by ethnography
W t d Ti• Wasted Time
• IEQ Impacts
QUANTIFY PRODUCTIVITY/HEALTH IMPACTS
ECM Estimated 
Total 
Implementation 
Costs
$9 167 000$9,167,000
dECM Estimated 
Annual Energy 
Savings
$872,000
Conrad Duberstein U S
Simple Payback
Conrad Duberstein U.S. 
Courthouse and Post Office’s 
Energy Conservation 
Measure (ECM) Total Cost 
ECM Estimated 
Annual 
Productivity 
Simple Payback 
(Energy Only)
10.5 yrs
Simple Payback 
(Energy +
and Estimated Payback
Photo Rights: Cervin Robinson, Richard McElhiney
Architects LLC
Savings
$3,570,000
(Energy + 
Productivity)
2.1 yrs
QUANTIFY PRODUCTIVITY/HEALTH IMPACTS
Evaluation of Design Daylighting Options Using Productivity Impacts
3 
‘
8 
‘
11 
‘
0 
‘
Option 1: Frit Glazing
Option 2
3% ‐6% increase 
in performance 
( th & di
University of Missouri, Kansas City
Option 2: LightLouver
+ Blinds/Shades
(math & reading 
tasks) over Option 1
Photo Rights: BNIM Architects
INCREASE NUMBER OF DECISION MAKERS
As well as GROUP UNITY
$2,000,000
Utility & Productivity Impacts
As well as GROUP UNITY
$1,682,706
$500 000
$1,000,000
$1,500,000
$283,537
‐$500,000
$0
$500,000
‐$1,603,252
‐$1,500,000
‐$1,000,000
‐$2,000,000
2011‐2012 Utility Costs
Estimated Annual Utility Savings
Estimated Annual Productivity Improvement (Dollar Equivalent)
Kansas School District
INCREASE NUMBER OF DECISION MAKERS
Kansas School District: addressing elementary
As well as GROUP UNITY
Kansas School District: addressing elementary 
school space restrictions/lack of flexibility issues 
were estimated to:
Eli i 18 400 22 400 h• Eliminate 18,400 – 22,400 person‐hours per 
school‐year of wasted teacher/staff time spent 
scheduling and coordinating use of space. 
• Equates to approximately 2.16% ‐ 2.63% of the 
total labor hours annually “spent” by the 
elementary school teachers/staff. 
• Translates to approximately $722,970 –
$883,630 worth of teacher/staff time.
INCREASE NUMBER OF DECISION MAKERS
As well as GROUP UNITYAs well as GROUP UNITY
• Recognize that BEHAVIOR JUDGEMENTS 
tt f tiare a matter of perspective
• Improve ALIGNMENT
• Account for PRODUCTIVITY/PERFORMANCEAccount for PRODUCTIVITY/PERFORMANCE
and HEALTH impacts
• Increase number of DECISION MAKERS and 
GROUP UNITY
Image Source:
http://surveyingproperty.blogspot.com/2013/03/climate-
change-and-built-environment_11.html
Marcel Harmon: marcel.harmon@megroup.com

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“Irrational” Vs “Rational" Behavior: Using Evolutionary Theory & Comprehensive Evaluations to Ensure Building Performance Meets Design Intent

  • 1. “Irrational” Vs “Rational” Behavior: Using Evolutionary Photo Rights: robertoerosalesblog.com Irrational Vs. Rational Behavior: Using Evolutionary Theory & Comprehensive Evaluations to Ensure Building Performance Meets Design Intent 2014 BECC Conference Washington DC2014 BECC Conference, Washington DC, MARCEL HARMON, PHD, PE, LEED-AP O+M December 9, 2014
  • 2.
  • 3. SLOW FLOW OF PROGRESS IN AEC INDUSTRY 62%62%+ The 2012 global average share of non‐The 2012 global average share of non‐ green building activity. Source:  McGraw Hill Construction. 2013. World Green Building Trends: Business  Benefits Driving New and Retrofit Market Opportunities in Over 60Benefits Driving New and Retrofit Market Opportunities in Over 60  Countries. A SmartMarket Report.
  • 4. SLOW FLOW OF PROGRESS IN AEC INDUSTRY Life Cycle Costs of a Facility 92% 6%2% Salaries of Occupants Costs of O&M Original Design & Construction Sources:  Cotts, D.G., The Facility Management Handbook, Second Edition, 1999 Sapp, D. Facilities Operations & Maintenance. Updated by the Facilities O&M  Committee. Last updated: 11‐09‐2011. http://www.wbdg.org/om/om.php. 
  • 5. SLOW FLOW OF PROGRESS IN AEC INDUSTRY 50% ‐ 80%50% ‐ 80% The percentage of high performance  buildings with actual energy consumption  found to exceed predicted consumption. Sources:  Burman, E., D. Mumovic, and J. Kimpian. 2014. Towards measurement and verification of  f d th f k f th E di ti fenergy performance under the framework of the European directive for energy  performance of buildings. Energy: 77(1):153–163. Carbon Trust. Closing the Gap – Lessons Learned on Realising the Potential of Low Carbon  Building Design. Carbon Trust, London.  P A C M K l k t i 2007 P t O P f f Fi L E S h l iPegg, A. C., M. Kolokotroni. 2007. Post‐Occupancy Performance of Five Low‐Energy Schools in  the UK . ASHRAE Transactions, 113 (Part 2). Turner, C. and M. Frankel. 2008. Energy Performance of LEED® for New Construction  Buildings. Report Prepared by New Buildings Institute for the U.S. Green Building Council.
  • 6. LACK OF PERSONAL CONTROL, FRUSTRATION & IMPACT ON PERFORMANCE& IMPACT ON PERFORMANCE Leaving lights on as a sign of protest & statement of New Mexico Elementary School personal control
  • 7. LINK BETWEEN ENERGY & OCC. EXPERIENCE Comparison of EUI  Ratios to Temperature  ResponsesResponses
  • 8.
  • 9. KEY TAKEAWAYS • Recognize that BEHAVIOR JUDGEMENTS are a• Recognize that BEHAVIOR JUDGEMENTS are a  matter of perspective • Improve ALIGNMENT• Improve ALIGNMENT • Account for PRODUCTIVITY/PERFORMANCE and HEALTH impactsand HEALTH impacts • Increase number of DECISION MAKERS and  GROUP UNITY
  • 10. BEHAVIOR JUDGEMENTS Individual Behavior  (Including  Needs Environment ( g Decision  Making) Needs Based on research spanning from:Based on research  spanning from: Kurt Lewin, 1936 Principles of Topological Psychology  to  Elliott Sober & David Sloan Wilson, 1999 Unto Others: The Evolution and Psychology of Unselfish Behavior
  • 11. BEHAVIOR JUDGEMENTS Clothing Variability, Thermal Comfort & Energy Consumption Space Heater
  • 12. BEHAVIOR JUDGEMENTS Physiological Psychological Individual Behavior  (Including Highly  Large Group Needs Environment ( g Decision  Making) Interactive Small Group Needs Individual Social/  Cultural Individual  Needs Based on research spanning from: Physical Based on research  spanning from: Kurt Lewin, 1936 Principles of Topological Psychology  to  Elliott Sober & David Sloan Wilson, 1999 Unto Others: The Evolution and Psychology of Unselfish Behavior© Copyright 2014 M.E. GROUP, Inc.
  • 13.
  • 14. IMPROVE ALIGNMENT EAM PROCESS: For Building & Occupant Alignment Evaluate Background Data Align Physical Monitor Metricsac g ou d ata (HR & Building) Engage Bldg Population (Interview, Observe, & Survey)  ili l i ys ca (Facility, O&M Modifications) Social (Behavior, Organization Policy  Modifications) et cs (Energy and Water; Survey  Results; Productivity and  Health) Evaluation Plan Facility Evaluation (Space Measurements & FPTs;  O&M Engagement) Modifications) Evaluation Plan (Frequency; Records and  Engagement) Address Issues © Copyright 2011 M.E. GROUP, Inc.
  • 15. IMPROVE ALIGNMENT Deep key stakeholder engagement needed to assess varying wants/ Audibility & Noise IssuesLike Small School/ Community Feel Like Small School/ Community Feel Deep key stakeholder engagement needed to assess varying wants/ needs/values 21st Century EducationTechnology Infrastructure Inadequacy Thermal DiscomfortThermal Discomfort Glare or Brightness Problems Other Lighting Control Issues More Communication Amongst Stakeholders More Communication Amongst Stakeholders Concern W/ Direction Being TakenConcern W/ Direction Being Taken Community FeelCommunity Feel Student Centered Maintenance, IT & Custodial IssuesMaintenance, IT & Custodial IssuesTechnology Collaboration & Small GroupCollaboration & Small Group Poor Indoor Air QualityPoor Indoor Air Quality Lack of Temp ControlLack of Temp Control Desire/ Appreciation for Operable Windows Issues Cafeteria/ Lunch/ Nutrition Problems Health ConcernsHealth Concerns Desire for Multi- Levels of Lighting Approval of Direction Being TakenApproval of Direction Being Taken Technology Not Only Answer Improve/Maintain AestheticsImprove/Maintain Aesthetics Improve PlaygroundImprove Playground gy Desire/Appreciation f D li hti Additional Training Needed Safety & Security C Space Size, Configuration & Flexibility for Daylighting Dislike Fluorescent Lighting Improving Athletic Fields/FacilitiesImproving Athletic Fields/Facilities Class Size (# of Students)Class Size (# of Students) Missouri School District Concerns & Desired Changes Plumbing Issues & Desired Changes Need Additional Restrooms Improving Traffic Flow & Parking Improving Traffic Flow & Parking Lack of StorageLack of Storage Wayfinding Problems
  • 16. IMPROVE ALIGNMENT Personal Control, Occupant Inertia & Ease of Blind Control Access New Mexico Elementary School
  • 17. IMPROVE ALIGNMENT Technology’s perspective from a child New Mexico Elementary School
  • 18.
  • 19. QUANTIFY PRODUCTIVITY/HEALTH IMPACTS Direct Estimate • Multivariate Regression  Analysis Direct Measure • Field Setting Analysis • Looking for Correlations • Looking for Average  Impacts • Lab Setting Quantified Productivity/ Performance & Health ImpactsQuantified Productivity/ Performance & Health Impacts  Indirect Estimate • Using previous research  informed by ethnography W t d Ti• Wasted Time • IEQ Impacts
  • 20. QUANTIFY PRODUCTIVITY/HEALTH IMPACTS ECM Estimated  Total  Implementation  Costs $9 167 000$9,167,000 dECM Estimated  Annual Energy  Savings $872,000 Conrad Duberstein U S Simple Payback Conrad Duberstein U.S.  Courthouse and Post Office’s  Energy Conservation  Measure (ECM) Total Cost  ECM Estimated  Annual  Productivity  Simple Payback  (Energy Only) 10.5 yrs Simple Payback  (Energy + and Estimated Payback Photo Rights: Cervin Robinson, Richard McElhiney Architects LLC Savings $3,570,000 (Energy +  Productivity) 2.1 yrs
  • 21. QUANTIFY PRODUCTIVITY/HEALTH IMPACTS Evaluation of Design Daylighting Options Using Productivity Impacts 3  ‘ 8  ‘ 11  ‘ 0  ‘ Option 1: Frit Glazing Option 2 3% ‐6% increase  in performance  ( th & di University of Missouri, Kansas City Option 2: LightLouver + Blinds/Shades (math & reading  tasks) over Option 1 Photo Rights: BNIM Architects
  • 22.
  • 23. INCREASE NUMBER OF DECISION MAKERS As well as GROUP UNITY $2,000,000 Utility & Productivity Impacts As well as GROUP UNITY $1,682,706 $500 000 $1,000,000 $1,500,000 $283,537 ‐$500,000 $0 $500,000 ‐$1,603,252 ‐$1,500,000 ‐$1,000,000 ‐$2,000,000 2011‐2012 Utility Costs Estimated Annual Utility Savings Estimated Annual Productivity Improvement (Dollar Equivalent) Kansas School District
  • 24. INCREASE NUMBER OF DECISION MAKERS Kansas School District: addressing elementary As well as GROUP UNITY Kansas School District: addressing elementary  school space restrictions/lack of flexibility issues  were estimated to: Eli i 18 400 22 400 h• Eliminate 18,400 – 22,400 person‐hours per  school‐year of wasted teacher/staff time spent  scheduling and coordinating use of space.  • Equates to approximately 2.16% ‐ 2.63% of the  total labor hours annually “spent” by the  elementary school teachers/staff.  • Translates to approximately $722,970 – $883,630 worth of teacher/staff time.
  • 25. INCREASE NUMBER OF DECISION MAKERS As well as GROUP UNITYAs well as GROUP UNITY
  • 26. • Recognize that BEHAVIOR JUDGEMENTS  tt f tiare a matter of perspective • Improve ALIGNMENT • Account for PRODUCTIVITY/PERFORMANCEAccount for PRODUCTIVITY/PERFORMANCE and HEALTH impacts • Increase number of DECISION MAKERS and  GROUP UNITY Image Source: http://surveyingproperty.blogspot.com/2013/03/climate- change-and-built-environment_11.html