Learning from Our Buildings A State-of-the-Practice Summary of Post-Occupancy Evaluation (2001) / Chapter Skim
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Pages 63-78
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S., and Vischer, J C., Space Design and Management for Place Making Proceedings of the 28th Annual Conference of the Environmental Design Resarch Association, The Environmental Design Research Association (EDRA)
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Customer satisfaction surveys, post-occupancy evaluations (POEs) , lease audits, and building condition reports are becoming more common.
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Requirements for facilities needed by an enterprise will normally be included in a portfolio management strategy. An asset management plan for a facility would include the specific requirements for that facility.
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~ , ~ ~ ~ ~ .spose/Re-use~ Information Base An_ I evaluate by==< of Shared Data l l l ! I Repair and I Alterations I // TIC X S Commission L _ At/ ~ Evaluate I `~~ IOperate and' ~ Evaluated Maintain Asset and Property Management' ~ ~~ ~ ~~~ ~~~ ~~r -- - -- - -- -- -- - -_ _ __ ___ _ __ _ __ _ __ _ _ FIGURE A-2 Life cycle of facilities.
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Even the terminology is in great flux. Many terms are used, such as analysis, assessment, audit, evaluation, investigation, rating, review, scan, and so forth, usually together with some qualifier, such as building condition report, building performance evaluation, facility assessment, post-construction evaluation, post-occupancy evaluation, serviceability rating, etc.
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Using the ASTM Standards on Whole Building Functionality and Serviceability to Measure Quality The information provided by most POEs and by customer satisfaction surveys is primarily about occupant perception and satisfaction, which is often necessary but rarely sufficient. It is seldom specific enough to be acted upon directly.
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and Their Facilities (Supply} Evaluations are most useful when they provide the means to compare results to expectations. Figure A-4 shows the use of bar-chart profiles to match functional requirements and serviceability ratings using the ASTM standard scales.
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Footprint and layout guide The ASTM standards and the ST&M approach are project independent. Requirements profiles can be prepared at any time, and serviceability ratings can be done and updated at a number of points over the life cycle of a facility.
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Source: Francoise Szigeti and Gerald Davis, C) 1999, 2000 International Centre for Facilities.
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Operations & Management Mai ntenance FIGURE A-6 Corporate real estate processes and use of the serviceability tools. Source: Francoise Szigeti and Gerald Davis, C)
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Their functional requirements were specified using the ASTM standard scales. Their requirement profile was then compared to that of private sector organizations doing similar work, such as the headquarters of a gas pipeline company or the headquarters of a mobile phone company.
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Levels of Service for Outsourcing: A Ma for Oil Company When a major oil company was considering outsourcing its facility management operations, it asked all companies who proposed to base their cost proposals on using the same levels of serviceability, as specified using the ASTM standard serviceability scales. Senior management also asked the "in-house provider" to selfrate using the same standards.
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Typically, building condition reports give cost estimates to return a building to its original design but do not link directly to the level of functional support now required for occupant operations. These new scales can be matched directly, for gap analysis against the condition requirement profile in the asset management plan and overall portfolio management plan.
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The Department for Administrative and Information Services of the state of South Australia, is currently developing a building performance assessment and asset development LEARNING FROM OUR BUILDINGS strategy, which adapts some of the ASTM standard scales and methodology to its own circumstances. Warranty of Fitness for Purpose- Duty of Care Versus Duty of Results In the wake of ISO 9000, with the advent of new integrated team approaches to projects, and performancebased procurement approaches, such as design-build, and construction manager at risk, there is an increased awareness of the need to state requirements more precisely and comprehensively and to be able to confirm that the resultant asset meets those requirements.
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77 ABOUT THE AUTHORS Gerald Davis helps decision makers and facility managers implement solutions that enhance worker effectiveness, improve the management of portfolios of corporate real estate, solve facility-related problems, and ensure the optimum use of buildings and equipment. Since 1965, Mr.
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She has served on the board of the Community Planning Association of Canada, the Environmental Design Research Association and the International Association for the Study of People and Their Physical Surroundings. She is a coauthor and member of the team that developed the Serviceability Tools & Methods used for defining workplace and facility requirements and for rating existing and proposed facilities.
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