RESEARCH > Projects > Facility Performance Evaluation Consortium
Synopsis
Sponsors
Participating agencies
Goals
Outcomes
Initiatives
Researchers
Resources

 

 

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Participating
Agencies

Synopsis

The Facility Performance Evaluation (FPE) Summit and Learning Consortium is a group of large public owners.
The partners are committed to evaluating their facilities and to use these evaluations to become more agile, more effective and more customer-oriented. All of the partners have active programs in post-occupancy evaluation or related practices; the collaboration will allow the partners to share best practices in evaluation and reduce the time necessary in creating improved methods and practices. By using common methods and approaches Consortium partners will be able to benchmark facility performance. The Consortium will allow senior executives, specification writers, technical evaluation specialists and project mangers learn about evaluation results and best practices from their own and other agencies.

Sponsors
  • California Department of General Services
  • US General Services Administration

Participating agencies
  • US General Services Administration (GSA)
  • Naval Facilities Engineering Command (NAVFAC)
  • US Dept of Energy
  • Public Works and Government Services Canada
  • California Department of General Services
  • Commonwealth of Massachusetts Division of Capital Asset Management and Department of Administration
  • State Architect's Office, State of Minnesota.

Project Goals
The Summit will assemble senior executives from public building delivery organizations to discuss innovative building delivery methods such as POE and Building Performance Evaluation. The working goals are to:
  • share experience with POE and related methods and explore the varied benefits of building performance evaluation to public building delivery
  • identify barriers to effective implementation and ways to overcome those barriers
  • consider the feasibility of sharing information and benchmark data
  • consider the feasibility of joint development of new technologies and approaches.

Project Outcomes
The working list of outcomes will be:
  • an overview of the state-of-art of building performance evaluation
  • a description of the activity of each agency
  • a white paper outlining goals, barriers and ways to overcome those barriers based on lessons-learned from participants and others
  • a Memorandum of Understanding (MOU) establishing a framework for future steps.

Project Initiatives

Learning from past experiences: the Disney example

The initial efforts of the FPE Working Group were devoted to exploring past evaluation efforts and identifying strategies for success. Several of the senior executives in the FPE Working Group have led significant previous evaluation efforts, and the consultants facilitating the Working Group have a long history of conducting evaluations. In addition, some 23 previous evaluation programs have been analysed in order to understand what aspects of the programs contributed most to their having consistent positive impact on how the organizations delivered and managed buildings (C. M. Zimring & T. Rosenheck, 2001). While some of the success of evaluation programs was due to traditional research criteria, such as whether the data were valid and reliable, organizational culture and processes were often just as important. The successful organizations were able to create cultures that incorporated performance criteria and outcomes into daily operations and everyday discussions.
Related documents: Zimring and Rosenheck (2001)

Post-occupancy evaluation surveys

This initiative aimes at discovering how much overlap there is among agencies' questionnaires, and whether it is possible to create a larger database of evaluation results derived from current performance evaluation questionnaires. These results will be used to support one or more of the following steps: 1) identify existing common questions that could be compared; 2) create new questions or modules that could become part of all surveys; 3) adapt one of the existing surveys for common use. Building Performance Evaluations often include a user survey, and all of the Working Group partners are committed to surveying users. However, each partner uses a different survey and numerous different surveys have been developed in the 40-year history of FPE. Common or comparable items among agencies would allow the partners to develop benchmarks much more quickly than they are able to do individually.
Related documents: Comparison of performance evalutaion surveys

Energy performance metrics

An important component of FPE Working Group's agenda is to establish common metrics and procedures for evaluating energy performance. For this purpose, the National Renewable Energy Laboratory (NREL) provided technical assistance as part of the Performance Metrics Project (PMP) they are conducting with the Department of Energy. The PMP project seeks to define and standardize metrics and procedures necessary to characterize the energy performance of buildings, and to publicize these methods and procedures through partnerships with federal and state agencies. The complementary interests of the PMP and the FPE Working Group provide an opportunity to define, implement, and test standardized procedures to ensure more consistent and reliable assessment, reporting, comparison, and benchmarking of energy efficiency.
Related documents: Report on Energy Monitoring Methods

Researchers

Craig Zimring
Fehmi Dogan

Related resources  

Overview of the Facility Performance Evaluation Consortium (2002)
Post-Occupancy Evaluation in Six Federal Agencies (2001)
Zimring and Rosenheck (2001)
Zimring and Welch (1988)
Zimring and Reitzenstein (1981)