ISO 19650 Example Template

Post Occupancy Evaluation (POE)

A formal post-occupancy evaluation (POE) of the building’s performance should be conducted at the end of Years 1, 2 and 3.

Evaluation Components

The evaluation should include:

An end-user satisfaction survey
An energy-use survey
An assessment of the overall performance of the asset/facility against the agreed outcomes, targets, and applicable benchmarks.

1. Performance Comparison

The Appointing Party's Information Manager will compare actual performance with the required performance and comment on potential improvements for the end-of-year review.

2. Review Workshop

When the annual analysis report is complete, a workshop will be convened with:

Operator / Facility Manager
Senior representatives of the Design and Construction team
Appointing Party's Information Manager
End-user representatives

3. Outcomes & Actions

The purpose is to consider recommendations on how to optimize operational performance. The workshop should conclude with agreed actions necessary to achieve alignment with the objectives, outcomes, and targets as closely and as quickly as possible.