Post Occupancy Evaluations
Evaluate the actual performance of a facility post construction
A POE is the type of facility conditions assessment that goes steps further than traditional building assessments and pre-occupancy systems commissioning.
The goal of a traditional building assessment may be to ascertain a physical condition of a facility at a single point in time, and a building systems commission is typically implemented prior to occupancy to evaluate whether building systems are working as per the intended design requirements.
The POE is an assessment of the design and delivery processes, which typically evaluates the actual performance of the building in terms of energy and water use, carbon emissions, ease of operation and maintenance, and building occupant satisfaction and comfort. Much of the performance criteria can be benchmarked against industry-accepted national and regional standards including annual water usage, annual energy usage, annual O&M costs, and building occupant satisfaction. The data is analyzed and compared to nationally and regionally recognized industry standards to see how the building is performing.
For a completely unbiased report, a POE should be conducted by a third party contractor with no involvement or “skin in the game,” and occur between 12 months and 2 years after completion and user occupancy of the building. A POE generally includes interview sessions with Project Team members – including Architect and Engineers of Record, Construction Managers, General Contractors, Building Managers, in-house operations and maintenance personnel, building occupants, and other key stakeholders. Depending on the extent and goals of the POE desired, the core of a POE can include an executive level overview of:
- Initial contractual and procurement stages in design;
- Planning and design processes;
- Construction and administrative processes;
- Benchmarked building system performance (during occupancy);
- Operations including building systems, custodial, and grounds;
- General current building condition; and
- Occupant perception of the building.
The objective of any POE is to help the building owner procure, contract, plan, design, construct, occupy, maintain, and utilize facilities more effectively by measuring a project’s successes and failures through a variety of perspectives. A POE can help:
- Identify short and long-term problems in the building and outline possible solutions.
- Guide current building energy and utilization performance.
- Enhance space utilization and productivity based on feedback from building occupants.
- Improve the staff’s ability to maintain a facility based on observation from operations and maintenance personnel.
- Establish strategies, lessons learned, best practices, and processes for future construction projects of a similar nature.
A well-defined POE can be used as an aid to solve lingering facility issues post-construction which may have previously been unresolved, overlooked, or even unnoticed.