Public project: post occupancy evaluation - Revision history

Designing Buildings at 08:42, 24 November 2020

2020-11-24T08:42:13Z

← Older revision		Revision as of 08:42, 24 November 2020
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		+	[[File:Project_plan_public_project.jpg\|link=File:Project_plan_public_project.jpg]]Post occupancy evaluation is the process of evaluating the development to determine; how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies.

−	~~[[File:Project plan public project.jpg\|RTENOTITLE]]Post~~ occupancy evaluation is the ~~process of evaluating~~ the ~~development~~ to ~~determine; how successful~~ the ~~delivery~~ of the project ~~was, how successful the completed development is, where there is potential for further improvement,~~ and ~~what lessons~~ can ~~be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be~~ a requirement ~~of some funding bodies~~.	+	In practice, post occupancy evaluation may begin during the defects liability period. Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.

−	In practice, post occupancy evaluation may begin during the defects liability period. Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.<br/>	+	= Appointing independent client advisers. =
−		+
−	= ~~'''~~Appointing independent client advisers.~~'''~~ =	+

	Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. However, as post occupancy evaluation is likely to take place after the construction contract has been completed, some appointments may also be completed unless post occupation services were a specific requirement of the original appointment agreements. If such services were not a requirement of the original appointment then new appointments or re-appointments may be necessary.		Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. However, as post occupancy evaluation is likely to take place after the construction contract has been completed, some appointments may also be completed unless post occupation services were a specific requirement of the original appointment agreements. If such services were not a requirement of the original appointment then new appointments or re-appointments may be necessary.

−	= ~~'''~~Carrying out a post project review.~~'''~~ =	+	= Carrying out a post project review. =

	A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage).		A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage).
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	The independent client advisers monitor completion of the building owners manual (operation and maintenance manual) and ensure that other project documentation has been properly completed and handed over to the client such as 'as built' or 'as manufactured and installed' drawings.		The independent client advisers monitor completion of the building owners manual (operation and maintenance manual) and ensure that other project documentation has been properly completed and handed over to the client such as 'as built' or 'as manufactured and installed' drawings.

−	The independent client advisers obtain the views of contractors, designers, specialists and the client about how well the project was managed. This may include assessments of:	+	The independent client advisers obtain the views of contractors, designers, specialists and the client about how well the project was managed. This may include assessments of:
−	*The quality briefing documents.	+
−	*The effectiveness of communications.	+	* The quality briefing documents.
−	*The performance of the entire integrated project team.	+	* The effectiveness of communications.
−	*Quality issues.	+	* The performance of the entire integrated project team.
−	*Health and safety issues.	+	* Quality issues.
−	*Certification.	+	* Health and safety issues.
−	*Variations.	+	* Certification.
−	*Claims and disputes.	+	* Variations.
−	*Collaborative practices.	+	* Claims and disputes.
		+	* Collaborative practices.

	The independent client advisers consider how well the delivery of the project performed against key performance indicators and evaluate what lessons can be learned from the approach taken. They then prepare an assessment and lessons learned report for the client.		The independent client advisers consider how well the delivery of the project performed against key performance indicators and evaluate what lessons can be learned from the approach taken. They then prepare an assessment and lessons learned report for the client.

−	= ~~'''~~Assessing performance in use.~~'''~~ =	+	= Assessing performance in use. =

	Performance in use assessments cannot begin until at least 6 to 12 months after occupation, as operations may not be properly established and the building will not have operated in all seasons. It may then be part of a continuous process.		Performance in use assessments cannot begin until at least 6 to 12 months after occupation, as operations may not be properly established and the building will not have operated in all seasons. It may then be part of a continuous process.
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	The independent client advisers carry out evaluations of business objectives, which may include:		The independent client advisers carry out evaluations of business objectives, which may include:
−	*The achievement of business case objectives.	+
−	*Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).	+	* The achievement of business case objectives.
−	*Whether the project continues to comply with the business strategy.	+	* Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).
−	*Whether operations have improved.	+	* Whether the project continues to comply with the business strategy.
−	*The resilience of the development and business to change.	+	* Whether operations have improved.
−	*Business and user satisfaction (including staff and user retention and motivation).	+	* The resilience of the development and business to change.
		+	* Business and user satisfaction (including staff and user retention and motivation).

	The independent client advisers carry out evaluations of the design, which may include:		The independent client advisers carry out evaluations of the design, which may include:
−	*The effectiveness of the space planning.	+
−	*Aesthetic quality.	+	* The effectiveness of the space planning.
−	*The standards of lighting, acoustic environment, ventilation, temperature and humidity.	+	* Aesthetic quality.
−	*Air-pollution and air quality.	+	* The standards of lighting, acoustic environment, ventilation, temperature and humidity.
−	*User comfort.	+	* Air-pollution and air quality.
−	*Maintenance and occupancy costs.	+	* User comfort.
−	*Defects.	+	* Maintenance and occupancy costs.
−	*The balance between capital and running costs.	+	* Defects.
−	*An assessment of whether the development is being operated as designed.	+	* The balance between capital and running costs.
−	*Environmental and energy consumption in use.	+	* An assessment of whether the development is being operated as designed.
		+	* Environmental and energy consumption in use.

	The independent client advisers prepare a report that:		The independent client advisers prepare a report that:
−	*Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
−	*Compares findings to other projects and industry standards.
−	*Compares the outcome of the project with the position had the project not taken place.
−	*Identifies issues and recommends remedies.
−	*Makes recommendations for improvements in performance on future projects.

−	= Gateway review 5: operations review & benefits realisation (or benefits evaluation). =	+	* Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
		+	* Compares findings to other projects and industry standards.
		+	* Compares the outcome of the project with the position had the project not taken place.
		+	* Identifies issues and recommends remedies.
		+	* Makes recommendations for improvements in performance on future projects.
		+
		+	= Gateway review 5: operations review & benefits realisation (or benefits evaluation). =

	The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].		The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].
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	NB other services that could be provided by independent client advisers during this period might include: providing advice on letting, rating, maintenance, insurance, tenants queries, facilities management, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.		NB other services that could be provided by independent client advisers during this period might include: providing advice on letting, rating, maintenance, insurance, tenants queries, facilities management, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.

−	----	+	-----
−		+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_occupation_and_defects_liability_period\|previous stage]]
−	⇒ [[~~Public%20project%3A%20outline%20work%20plan~~\|outline plan]] \| [[~~Public%20project%3A%20occupation%20and%20defects%20liability%20period~~\|previous stage]]	+

−	[[Category:Public_project]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Public_project]]

Designing Buildings at 10:45, 14 October 2015

2015-10-14T10:45:47Z

← Older revision		Revision as of 10:45, 14 October 2015
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	The independent client advisers make site visits to identify any issues that need to be addressed immediately. They may establish a help-desk and rapid response team if this has not already been done by the client or (integrated supply team).		The independent client advisers make site visits to identify any issues that need to be addressed immediately. They may establish a help-desk and rapid response team if this has not already been done by the client or (integrated supply team).

−	The independent client advisers monitor completion of the building owners manual (operation and maintenance manual) and ensure that other project documentation has been properly completed and handed over to the client ~~(see handover to the client) and where necessary~~ 'as built' or 'as manufactured and installed' drawings.	+	The independent client advisers monitor completion of the building owners manual (operation and maintenance manual) and ensure that other project documentation has been properly completed and handed over to the client such as 'as built' or 'as manufactured and installed' drawings.

−	The independent client advisers obtain the views of contractors, designers, specialists and the client about how well the project was managed. This may include assessments of: ~~the~~ quality briefing documents~~; the~~ effectiveness of communications~~; the~~ performance of the entire integrated project team~~; quality~~ issues~~; health~~ and safety issues~~; certification; variations; claims disputes;~~ and ~~collaborative~~ practices.	+	The independent client advisers obtain the views of contractors, designers, specialists and the client about how well the project was managed. This may include assessments of:
		+	*The quality briefing documents.
		+	*The effectiveness of communications.
		+	*The performance of the entire integrated project team.
		+	*Quality issues.
		+	*Health and safety issues.
		+	*Certification.
		+	*Variations.
		+	*Claims and disputes.
		+	*Collaborative practices.

	The independent client advisers consider how well the delivery of the project performed against key performance indicators and evaluate what lessons can be learned from the approach taken. They then prepare an assessment and lessons learned report for the client.		The independent client advisers consider how well the delivery of the project performed against key performance indicators and evaluate what lessons can be learned from the approach taken. They then prepare an assessment and lessons learned report for the client.
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	= '''Assessing performance in use.''' =		= '''Assessing performance in use.''' =

−	Performance in use assessments cannot begin until at least 6 to 12 months after occupation, as operations may not be properly established, and the building will not have operated in all seasons. It may then be part of a continuous process.	+	Performance in use assessments cannot begin until at least 6 to 12 months after occupation, as operations may not be properly established and the building will not have operated in all seasons. It may then be part of a continuous process.

	The independent client advisers and client hold a start up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.		The independent client advisers and client hold a start up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.
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	*The balance between capital and running costs.		*The balance between capital and running costs.
	*An assessment of whether the development is being operated as designed.		*An assessment of whether the development is being operated as designed.
−	*Environmental and energy consumption in use.	+	*Environmental and energy consumption in use.

	The independent client advisers prepare a report that:		The independent client advisers prepare a report that:

Designing Buildings: Removed protection from "Public project: post occupancy evaluation"

2015-10-14T10:33:58Z

Removed protection from "Public project: post occupancy evaluation"

← Older revision

Revision as of 10:33, 14 October 2015

Designing Buildings at 15:30, 13 October 2015

2015-10-13T15:30:48Z

Designing Buildings at 15:23, 13 October 2015

2015-10-13T15:23:49Z

Show changes

Designing Buildings at 10:14, 5 July 2013

2013-07-05T10:14:12Z

← Older revision		Revision as of 10:14, 5 July 2013
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−	Post occupancy evaluation (equivalent to RIBA stages L2: initial occupation services and L3: post occupation evaluation services) is the process of evaluation the development to determine how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies. We describe the stage as post occupancy evaluation rather than 'initial occupation services' and 'post occupation evaluation services' (RIBA) to avoid the proliferation of stages. In practice, post occupancy evaluation may begin during the defects liability period.

−	~~The detailed tasks that need to be carried out to complete this stage are presented below~~. ~~They are based on~~ the ~~route taken on a publicly-funded~~ project~~. Work plans~~ for ~~other procurement routes~~ can be ~~found on the Designing Buildings Wiki home page~~.	+	[[File:Project plan public project.jpg]]Post occupancy evaluation is the process of evaluating the development to determine; how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies.

−	~~The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build~~, ~~private finance initiative (PFI) or prime contract procurement route~~. ~~These routes involve~~ the client ~~contracting an integrated supply team (including designers, contractors and suppliers)~~ to ~~design, construct and sometimes to finance, operate and maintain~~ the ~~development. Traditional procurement routes~~ that ~~separate design~~ and ~~construction should not be used unless it~~ can ~~be demonstrated that they offer better value~~.	+	In practice, post occupancy evaluation may begin during the defects liability period. Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved. <br/>

−	Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. We attribute them below to independent client advisers for simplicity of presentation. Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.	+	Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. We attribute them below to independent client advisers for simplicity of presentation.

−	Publicly-funded projects are expected to commission independent peer reviews ~~called 'gateway reviews'~~ at key points ~~during their development~~. ~~The work stage presented below~~ follows the OGC (Office of Government Commerce) ~~Gateway Review procedure. The OGC~~ has now been absorbed into the Efficiency and Reform Group ~~within the Cabinet Office,~~ and ~~the~~ guidance ~~supporting the OGC Gateway Review procedure has been~~ archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy, and remains the only complete, and detailed project plan relevant to all publicly-funded projects. The post occupancy evaluation stage includes OGC gateway review 5: operations review & benefits realisation (or benefits evaluation).	+	Publicly-funded projects are expected to commission independent peer reviews at key points. This project plan follows the OGC Gateway Review procedure. The OGC (Office of Government Commerce) has now been absorbed into the Efficiency and Reform Group and its guidance archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy and remains the only complete reviewing system.

−	NB This article is locked in order to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.	+	----

−	~~=== Public project~~: ~~post occupancy evaluation ===~~	+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_occupation_and_defects_liability_period\|previous stage]]

	----		----

	'''A. Appointing independent client advisers.'''		'''A. Appointing independent client advisers.'''
−
	#If it is necessary to appoint independent client advisers to undertake post occupancy evaluation, go to work stage: Public project: appointment.		#If it is necessary to appoint independent client advisers to undertake post occupancy evaluation, go to work stage: Public project: appointment.

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	NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage).		NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage).
−
	#The independent client advisers and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.		#The independent client advisers and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.
	#The independent client advisers make site visits to identify any issues that need to be addressed immediately.		#The independent client advisers make site visits to identify any issues that need to be addressed immediately.
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	NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons) and then may be part of a continuous process.		NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons) and then may be part of a continuous process.
−
	#If it is necessary to appoint independent client advisers to assess performance in use, go to work stage: Public project: appointment		#If it is necessary to appoint independent client advisers to assess performance in use, go to work stage: Public project: appointment
	#The independent client advisers and client hold a start up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.		#The independent client advisers and client hold a start up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.
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	'''D. The independent client advisers carry out evaluations of business objectives, which may include:'''		'''D. The independent client advisers carry out evaluations of business objectives, which may include:'''
−
	#The achievement of business case objectives.		#The achievement of business case objectives.
	#Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).		#Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).
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	'''E. The independent client advisers carry out evaluations of the design, which may include:'''		'''E. The independent client advisers carry out evaluations of the design, which may include:'''
−
	#The effectiveness of the space planning.		#The effectiveness of the space planning.
	#Aesthetic quality.		#Aesthetic quality.
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	'''F. The independent client advisers prepare a report that:'''		'''F. The independent client advisers prepare a report that:'''
−
	#Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).		#Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
	#Compares findings to other projects and industry standards.		#Compares findings to other projects and industry standards.
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	'''G. Gateway review 5: operations review & benefits realisation (or benefits evaluation).'''		'''G. Gateway review 5: operations review & benefits realisation (or benefits evaluation).'''
−
	#The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].		#The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].
	#The review team issue a confidential review report to the senior responsible owner.		#The review team issue a confidential review report to the senior responsible owner.
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	----		----

−	*Return to: public project: outline ~~work~~ plan.	+	⇒ [[Public_project:_outline_work_plan\|outline plan]] \| [[Public_project:_occupation_and_defects_liability_period\|previous stage]]
−	*Previous stage~~: public project: occupation and defects liability period.~~	+

	[[Category:Public_project]]		[[Category:Public_project]]

Designing Buildings at 07:23, 17 October 2012

2012-10-17T07:23:15Z

← Older revision		Revision as of 07:23, 17 October 2012
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−	Post occupancy evaluation (equivalent to RIBA stages L2: initial occupation services and L3: post occupation evaluation services) is the process of evaluation the development ~~in use~~ to determine how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies. We describe the stage as post occupancy evaluation rather than 'initial occupation services' and 'post occupation evaluation services' (RIBA) to avoid the proliferation of stages. In practice, post occupancy evaluation may begin during the defects liability period.	+	Post occupancy evaluation (equivalent to RIBA stages L2: initial occupation services and L3: post occupation evaluation services) is the process of evaluation the development to determine how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies. We describe the stage as post occupancy evaluation rather than 'initial occupation services' and 'post occupation evaluation services' (RIBA) to avoid the proliferation of stages. In practice, post occupancy evaluation may begin during the defects liability period.

	The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.		The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.

Designing Buildings at 16:35, 23 April 2012

2012-04-23T16:35:43Z

← Older revision		Revision as of 16:35, 23 April 2012
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	The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.		The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.

−	The ~~Office of~~ Government ~~Commerce (OGC) prefer~~ that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve the client contracting an integrated supply team (including designers, contractors and suppliers) to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.	+	The Government Construction Strategy proposes that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve the client contracting an integrated supply team (including designers, contractors and suppliers) to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.

	Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. We attribute them below to independent client advisers for simplicity of presentation. Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.		Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. We attribute them below to independent client advisers for simplicity of presentation. Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.

−	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. Gateway ~~reviews are mandatory for central civil projects~~ and ~~best practice for~~ the ~~health sector~~, ~~local government~~ and ~~defence~~ projects). The post occupancy evaluation stage includes OGC gateway review 5: operations review & benefits realisation (or benefits evaluation).	+	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. The work stage presented below follows the OGC (Office of Government Commerce) Gateway Review procedure. The OGC has now been absorbed into the Efficiency and Reform Group within the Cabinet Office, and the guidance supporting the OGC Gateway Review procedure has been archived, however, the OGC Gateway Review procedure is still cited by the Government Construction Strategy, and remains the only complete, and detailed project plan relevant to all publicly-funded projects. The post occupancy evaluation stage includes OGC gateway review 5: operations review & benefits realisation (or benefits evaluation).

	NB This article is locked in order to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.		NB This article is locked in order to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.

Designing Buildings at 15:18, 8 February 2012

2012-02-08T15:18:25Z

Designing Buildings at 10:18, 7 February 2012

2012-02-07T10:18:59Z

← Older revision		Revision as of 15:30, 13 October 2015
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	= '''Appointing independent client advisers.''' =		= '''Appointing independent client advisers.''' =

−	Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. However, as post occupancy evaluation is likely to take place after the construction contract has been completed, some appointments may also be completed unless post occupation services were a specific requirement of the original appointment agreements. If such services were not a requirement of the original appointment then new appointments or re-appointments may be necessary.~~</span~~	+	Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. However, as post occupancy evaluation is likely to take place after the construction contract has been completed, some appointments may also be completed unless post occupation services were a specific requirement of the original appointment agreements. If such services were not a requirement of the original appointment then new appointments or re-appointments may be necessary.

	= '''Carrying out a post project review.''' =		= '''Carrying out a post project review.''' =

−	NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage).	+	A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage).

	The independent client advisers and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.		The independent client advisers and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.

−	The independent client advisers make site visits to identify any issues that need to be addressed immediately.	+	The independent client advisers make site visits to identify any issues that need to be addressed immediately. They may establish a help-desk and rapid response team if this has not already been done by the client or (integrated supply team).
−		+
−	~~The independent client advisers~~ may establish a help-desk and rapid response team if this has not already been done by the client or (integrated supply team).	+

	The independent client advisers monitor completion of the building owners manual (operation and maintenance manual) and ensure that other project documentation has been properly completed and handed over to the client (see handover to the client) and where necessary 'as built' or 'as manufactured and installed' drawings.		The independent client advisers monitor completion of the building owners manual (operation and maintenance manual) and ensure that other project documentation has been properly completed and handed over to the client (see handover to the client) and where necessary 'as built' or 'as manufactured and installed' drawings.
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	The independent client advisers obtain the views of contractors, designers, specialists and the client about how well the project was managed. This may include assessments of: the quality briefing documents; the effectiveness of communications; the performance of the entire integrated project team; quality issues; health and safety issues; certification; variations; claims disputes; and collaborative practices.		The independent client advisers obtain the views of contractors, designers, specialists and the client about how well the project was managed. This may include assessments of: the quality briefing documents; the effectiveness of communications; the performance of the entire integrated project team; quality issues; health and safety issues; certification; variations; claims disputes; and collaborative practices.

−	The independent client advisers ~~considers~~ how well the delivery of the project performed against key performance indicators.	+	The independent client advisers consider how well the delivery of the project performed against key performance indicators and evaluate what lessons can be learned from the approach taken. They then prepare an assessment and lessons learned report for the client.
−		+
−	~~The independent client advisers~~ evaluate what lessons can be learned from the approach taken.	+
−		+
−	~~The independent client advisers~~ prepare an assessment and lessons learned report for the client.	+

	= '''Assessing performance in use.''' =		= '''Assessing performance in use.''' =

−	Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons~~) and then~~ may be part of a continuous process.	+	Performance in use assessments cannot begin until at least 6 to 12 months after occupation, as operations may not be properly established, and the building will not have operated in all seasons. It may then be part of a continuous process.

	The independent client advisers and client hold a start up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.		The independent client advisers and client hold a start up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.

−	~~----~~	+	The independent client advisers carry out evaluations of business objectives, which may include:
−		+
−	he independent client advisers carry out evaluations of business objectives, which may include:	+
	*The achievement of business case objectives.		*The achievement of business case objectives.
	*Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).		*Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).
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	*The balance between capital and running costs.		*The balance between capital and running costs.
	*An assessment of whether the development is being operated as designed.		*An assessment of whether the development is being operated as designed.
−	*Environmental and energy consumption in use. NB Regular evaluation of energy consumption is mandatory for certain types of buildings under the Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations). See the article on energy certificates for more information.	+	*Environmental and energy consumption in use.

	The independent client advisers prepare a report that:		The independent client advisers prepare a report that:
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	The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].		The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].

−	The review team issue a confidential review report to the senior responsible owner.	+	The review team issue a confidential review report to the senior responsible owner who then implements any actions necessary.
−		+
−	~~The senior responsible owner~~ implements any actions necessary ~~following the gateway review~~.	+

	Gateway review 5 may be repeated through the life of the building.		Gateway review 5 may be repeated through the life of the building.

← Older revision		Revision as of 15:18, 8 February 2012
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	NB This article is locked in order to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.		NB This article is locked in order to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.
−
−

	=== Public project: post occupancy evaluation ===		=== Public project: post occupancy evaluation ===
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	'''A. Appointing independent client advisers.'''		'''A. Appointing independent client advisers.'''
−
−

	#If it is necessary to appoint independent client advisers to undertake post occupancy evaluation, go to work stage: Public project: appointment.		#If it is necessary to appoint independent client advisers to undertake post occupancy evaluation, go to work stage: Public project: appointment.
−
−

	----		----
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	NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage).		NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage).
−
−

	#The independent client advisers and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.		#The independent client advisers and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.
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	#The independent client advisers evaluate what lessons can be learned from the approach taken.		#The independent client advisers evaluate what lessons can be learned from the approach taken.
	#The independent client advisers prepare an assessment and lessons learned report for the client.		#The independent client advisers prepare an assessment and lessons learned report for the client.
−
−

	----		----
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	NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons) and then may be part of a continuous process.		NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons) and then may be part of a continuous process.
−
−

	#If it is necessary to appoint independent client advisers to assess performance in use, go to work stage: Public project: appointment		#If it is necessary to appoint independent client advisers to assess performance in use, go to work stage: Public project: appointment
	#The independent client advisers and client hold a start up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.		#The independent client advisers and client hold a start up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled during the design and construction phases to the independent client advisers.
−
−

	----		----

	'''D. The independent client advisers carry out evaluations of business objectives, which may include:'''		'''D. The independent client advisers carry out evaluations of business objectives, which may include:'''
−
−

	#The achievement of business case objectives.		#The achievement of business case objectives.
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	#The resilience of the development and business to change.		#The resilience of the development and business to change.
	#Business and user satisfaction (including staff and user retention and motivation).		#Business and user satisfaction (including staff and user retention and motivation).
−
−

	----		----

	'''E. The independent client advisers carry out evaluations of the design, which may include:'''		'''E. The independent client advisers carry out evaluations of the design, which may include:'''
−
−

	#The effectiveness of the space planning.		#The effectiveness of the space planning.
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	#An assessment of whether the development is being operated as designed.		#An assessment of whether the development is being operated as designed.
	#Environmental and energy consumption in use. NB Regular evaluation of energy consumption is mandatory for certain types of buildings under the Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations). See the article on energy certificates for more information.		#Environmental and energy consumption in use. NB Regular evaluation of energy consumption is mandatory for certain types of buildings under the Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations). See the article on energy certificates for more information.
−
−

	----		----

	'''F. The independent client advisers prepare a report that:'''		'''F. The independent client advisers prepare a report that:'''
−
−

	#Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).		#Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
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	#Identifies issues and recommends remedies.		#Identifies issues and recommends remedies.
	#Makes recommendations for improvements in performance on future projects.		#Makes recommendations for improvements in performance on future projects.
−
−

	----		----

	'''G. Gateway review 5: operations review & benefits realisation (or benefits evaluation).'''		'''G. Gateway review 5: operations review & benefits realisation (or benefits evaluation).'''
−
−

	#The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].		#The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].
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	#The senior responsible owner implements any actions necessary following the gateway review.		#The senior responsible owner implements any actions necessary following the gateway review.
	#Gateway review 5 may be repeated through the life of the building.		#Gateway review 5 may be repeated through the life of the building.
−
−

	NB other services that could be provided by independent client advisers during this period might include: providing advice on letting, rating, maintenance, insurance, tenants queries, facilities management, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.		NB other services that could be provided by independent client advisers during this period might include: providing advice on letting, rating, maintenance, insurance, tenants queries, facilities management, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.
−
−

	----		----

−	Return to: public project: outline work plan.Previous stage: public project: occupation and defects liability period.	+	*Return to: public project: outline work plan.
		+	*Previous stage: public project: occupation and defects liability period.

	[[Category:Public_project]]		[[Category:Public_project]]

← Older revision		Revision as of 10:18, 7 February 2012
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−	Post occupancy evaluation (equivalent to RIBA stages L2: initial occupation services and L3: post occupation evaluation services~~, or OGC's post implementation review~~) is the process of ~~evaluating~~ the development in use to determine how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies. We describe the stage as post occupancy evaluation rather than 'initial occupation services' and 'post occupation evaluation services' to avoid the proliferation of stages. In practice, post occupancy evaluation may begin during the defects liability period.	+	Post occupancy evaluation (equivalent to RIBA stages L2: initial occupation services and L3: post occupation evaluation services) is the process of evaluation the development in use to determine how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies. We describe the stage as post occupancy evaluation rather than 'initial occupation services' and 'post occupation evaluation services' (RIBA) to avoid the proliferation of stages. In practice, post occupancy evaluation may begin during the defects liability period.

	The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.		The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a publicly-funded project. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.
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	The Office of Government Commerce (OGC) prefer that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve the client contracting an integrated supply team (including designers, contractors and suppliers) to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.		The Office of Government Commerce (OGC) prefer that publicly-funded projects adopt either a design and build, private finance initiative (PFI) or prime contract procurement route. These routes involve the client contracting an integrated supply team (including designers, contractors and suppliers) to design, construct and sometimes to finance, operate and maintain the development. Traditional procurement routes that separate design and construction should not be used unless it can be demonstrated that they offer better value.

−	~~This means that post~~ occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. We attribute them below to independent client advisers for simplicity of presentation. Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.	+	Post occupancy evaluations may be carried out by an in-house team, by independent client advisers, or may be part of the contract with the integrated supply team. We attribute them below to independent client advisers for simplicity of presentation. Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.

	Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects). The post occupancy evaluation stage includes OGC gateway review 5: operations review & benefits realisation (or benefits evaluation).		Publicly-funded projects are expected to commission independent peer reviews called 'gateway reviews' at key points during their development. Gateway reviews are mandatory for central civil projects and best practice for the health sector, local government and defence projects). The post occupancy evaluation stage includes OGC gateway review 5: operations review & benefits realisation (or benefits evaluation).

−	NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' ~~button~~ at the bottom of the page.	+	NB This article is locked in order to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' link at the bottom of the page.


		+
		+	=== Public project: post occupancy evaluation ===

	----		----
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	#The independent client advisers make site visits to identify any issues that need to be addressed immediately.		#The independent client advisers make site visits to identify any issues that need to be addressed immediately.
	#The independent client advisers may establish a help-desk and rapid response team if this has not already been done by the client or (integrated supply team).		#The independent client advisers may establish a help-desk and rapid response team if this has not already been done by the client or (integrated supply team).
−	#The independent client advisers monitor completion of the building owners manual and ensure that other project documentation has been properly completed and handed over to the client (see handover to the client).	+	#The independent client advisers monitor completion of the building owners manual (operation and maintenance manual) and ensure that other project documentation has been properly completed and handed over to the client (see handover to the client) and where necessary 'as built' or 'as manufactured and installed' drawings.
−	#The independent client advisers obtain the views of contractors, designers, specialists and the client about how well the project was managed. This may include assessments of: the quality of briefing documents; the effectiveness of communications; the performance of the entire integrated project team; quality issues; health and safety issues; certification; variations; claims disputes; and collaborative practices.	+	#The independent client advisers obtain the views of contractors, designers, specialists and the client about how well the project was managed. This may include assessments of: the quality briefing documents; the effectiveness of communications; the performance of the entire integrated project team; quality issues; health and safety issues; certification; variations; claims disputes; and collaborative practices.
	#The independent client advisers considers how well the delivery of the project performed against key performance indicators.		#The independent client advisers considers how well the delivery of the project performed against key performance indicators.
	#The independent client advisers evaluate what lessons can be learned from the approach taken.		#The independent client advisers evaluate what lessons can be learned from the approach taken.
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	#Compares the outcome of the project with the position had the project not taken place.		#Compares the outcome of the project with the position had the project not taken place.
	#Identifies issues and recommends remedies.		#Identifies issues and recommends remedies.
−	#Makes recommendations for improvements in performance ~~for~~ future projects.	+	#Makes recommendations for improvements in performance on future projects.


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−	#The senior responsible owner (SRO) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ([~~[Ref_http~~:).	+	#The client (senior responsible owner (SRO)) commissions an independent peer review of the project: gateway review 5: business evaluation. The review '...confirms that the desired benefits of the project are being achieved, and the business changes are operating smoothly' ref [http://webarchive.nationalarchives.gov.uk/20100503135839/http://www.ogc.gov.uk/introduction_to_procurement_gateway_5.asp OGC introduction to gateway 5].
	#The review team issue a confidential review report to the senior responsible owner.		#The review team issue a confidential review report to the senior responsible owner.
	#The senior responsible owner implements any actions necessary following the gateway review.		#The senior responsible owner implements any actions necessary following the gateway review.
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	----		----

−	*Return to: public project: outline work plan.	+	Return to: public project: outline work plan.Previous stage: public project: occupation and defects liability period.
−	*Previous stage: public project: occupation and defects liability period.	+

	[[Category:Public_project]]		[[Category:Public_project]]