FY09 Post-Occupancy Evaluation (POE) Study

Godfried Augenbroe | Altug Kasali | Yi Lu Djuan Marshall | Patty Reyes | Hyun Bo Seo Jane Snecinski | Sharon Steele | Fei Zhao Craig Zimring | Julie Zook

Contents

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POE Overview POE Study Findings & MHS Gap Recommendations

– Types of POEs – Database Structure

Next Steps

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Definition

1995: Post Occupancy Evaluation is the process of systematically comparing actual building performance, i.e., performance measures with explicitly stated performance criteria (Preiser, 1995).

2009: …Emphasizing organizational goals and long-term systematic evaluation. (Zimring, 2009) Company Confidential/Proprietary © Noblis 2009 3

Why Post Occupancy Evaluation (POE) within the MHS?

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POE Goals and Drivers

– Identify outstanding facility issues – Assist future design teams with lessons learned – Identify best practices as well as the causes of performance – Test specific design strategies Overall Recommendation: Create and implement a standardized POE program based on 3 types of POE, supported by an accessible database, enabling broad dissemination of lessons learned to guide future design.

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POE Study

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Goals / Value

Create a structure to assess innovation impacts Facilitate standardized data collection from all MHS facilities Create a centrally available and usable database Analyze and utilize accumulated findings to avoid duplication of past shortcomings     

Methodology

Literature review of over 120 resources and POE reports Identified best practices in the industry Modeled alternative approaches to create the optimal framework for the MHS Created 3-tier POE model Created POE data structure 5 Company Confidential/Proprietary © Noblis 2009

Case Studies and Interviews

U.S. Government

U.S. Postal Service (USPS) General Services Administration (GSA) Naval Facilities Engineering Command (NAVFAC) and the Medical Facilities Design Office (MFDO)

Other Organizations

Kaiser Permanente Post-Occupancy Review of buildings and their Engineering (PROBE) (UK) University of South Wales (Australia) Center for the Built Environment (CBE) (Air Force) Health Facilities Office (Western Region) (Army) Health Facilities Planning Agency Commission for Architecture and the Built Environment (CABE) (UK) National Health System (UK) US Army Corps of Engineers (USACE) Department of State Company Confidential/Proprietary © Noblis 2009 6

Best Practice Findings

 A standardized POE process  Use of a multi-disciplinary team process for specific level(s) of POE  A multi-tier system, with specific criteria identified to differentiate one level of POE from another  A data base/repository to collect the input obtained from the POE process  Use of POE data to modify design guide plates, specifications, criteria Company Confidential/Proprietary © Noblis 2009 7

MHS POE Gaps

 Lack of standardized POE requirements across Services (including methods and metrics)  Findings/conclusions not widely accessible  Primary focus for Agents is technical building performance and not outcomes related to patient centered care  Lessons learned not tied to the modification of the guideplates, design recommendations or other institutional processes Company Confidential/Proprietary © Noblis 2009 8

Recommendations

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2.

3.

Establish Infrastructure to support POE Program by creating POE oversight and coordinating group with resources Create and implement 3 types of POE using standardized methodologies Expand the scope of POE using standard metrics to capture healthcare and organizational outcomes, as expressed in the MHS principles 4.

5.

6.

Develop and implement an accessible database with standardized processes to evaluate and archive data Broadly disseminate lessons learned Use ongoing POE information to modify guideplates, design guidelines and specification, building procure standards, EBD checklist tool and the POE process itself 9 Company Confidential/Proprietary © Noblis 2009

Standardized POE Process

 Type 1: Quick Response Survey (QRS) – A rapid survey conducted while the facility is still under warranty  Type 2: Descriptive POE – Surveys + direct evaluation of the building coupled with closer inspection of user perceptions  Type 3: Causal POE – In-depth examination and analysis of the causal links between design and outcomes Company Confidential/Proprietary © Noblis 2009 10

Case Example: Light in Patient Rooms

Type 1 POE (QRS):

Baseline reading based on stakeholder input. Can be rapidly fixed on site.

Type 2 POE (Descriptive) :

Identify performance by measuring phenomenon. Evaluate and compare; consider solutions.

Type 3 POE (Causal):

Well structured research to establish causality (e.g., light & average recovery period).

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POE Schema

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POE Diffusion

Hospitals Clinics Other types POE/Checklist POE Database Commissioning Report Automatic outcome monitoring Other strategies: newsletters training, meetings Data Flow Company Confidential/Proprietary © Noblis 2009 Designer Researcher POE Staff Management 13

Database – Development & Implementation

Development

Conceptual Model POE Taxonomy Data Schema Prototyping Demo

Short-term Implementation Maintenance Data Population Testing Noblis / Georgia Tech Team Testing & Feedback

Initial server hosted by GT

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Next Steps

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Establish Infrastructure to support POE Program by creating POE oversight and coordinating group with resources Refine and develop Type 1 and Type 2 standardized methodologies Develop Type 3 POE based on an MHS priority issue Pilot Type 1 and Type 2 standardized POEs, and pilot Type 3 sample Refine, populate, and test database 15 Company Confidential/Proprietary © Noblis 2009

Why We Are Committed To POE as a key component of Innovation….

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