This is assessed according to how well both the occupants and the operators understand their relationship to the building.
Both operators and occupants lack of awareness
More than 50% of occupants don’t know how to properly operate terminal devices (such as thermostat or TRVs)
30% to 50% of occupants don’t know how to properly operate terminal devices such as thermostat or TRVs
20% to 30% of occupants don’t know how to properly operate terminal devices such as thermostat or TRVs
10% to 20% of occupants don’t know how to properly operate terminal devices such as thermostat or TRVs
Less than 10% of occupants don’t know how to properly operate terminal devices such as thermostat or TRVs
Manufacturer’s / installer’s training programme should be attended by operators.
In-house occupants’ training programme should be implemented.
Operators are not competent to operate the services systems at an optimal condition.
A training programme should be adopted, or external assistance sought, to improve operators’ knowledge on the optimal performance of services systems.
Occupants should be invited to voluntarily attend an in-house awareness programme.
Operators can adjust the systems to improve but not optimise the performance.
A training programme should be adopted, or external assistance sought, to improve operators’ overall knowledge on the improvement of the performance of services systems.
Occupants should be invited to voluntarily attend an awareness programme.
Operators can adjust the systems to improve but not optimise the performance.
A training programme should be adopted, or external assistance sought, to improve operators’ knowledge on the specific optimal performance of services systems.
Occupants should be invited to voluntarily attend an awareness programme or encouraged to contact facilities managers directly for assistance.
Operators can adjust the systems to improve but not optimise the performance.
All specific operational problems should be resolved by on-site visit of installer in attendance of operators or by direct contact for problem resolving.
Occupants should be encouraged to directly approach facilities manager’s for resolution of problems.
Operators can adjust the systems to optimise the performance.
Occupants should be encouraged to directly approach facilities manager’s for resolution of problems.
Systems – Automated response to changes in the surroundings
This is assessed according to whether there are any measures that allow the building
to appropriately respond to the changes in the surroundings.
No measures
Automatically responds to one environmental factor (passive or hybrid solar heating, shading, natural ventilation, daylighting
Responds to an additional environmental factor (passive or hybrid solar heating, shading, natural ventilation, daylighting)
Responds to an additional environmental factor (passive or hybrid solar heating, shading, natural ventilation, daylighting)
Responds to an additional environmental factor (passive or hybrid solar heating, shading, natural ventilation, daylighting)
Fully automated in response to climatic variables with full occupancy override
Develop a strategy through inclusion in energy or environmental policy for assessing the feasibility of incorporation of building component automisation.
Assess the performance and user acceptance of the automated system and revise use accordingly.
Develop a strategy through inclusion in energy or environmental policy for assessing the feasibility of incorporation of building component automisation.
Based on the performance of the existing facade control system prepare appropriate proposals for further investments.
Assess the performance and user acceptance of the automated systems and revise use accordingly.
Develop a strategy through inclusion in energy or environmental policy for assessing the feasibility of further incorporation of building component automisation.
Based on the performance of the existing facade control systems prepare appropriate proposals for further investments.
Assess the performance and user acceptance of the automated systems and revise use accordingly.
Develop a strategy through inclusion in energy or environmental policy for assessing the feasibility of further incorporation of building component automisation.
Based on the performance of the existing facade control systems prepare appropriate proposals for further investments.
Assess the performance and user acceptance of the automated systems and revise use accordingly.
Based on the performance of the existing facade control systems prepare appropriate proposals for further investments.
Assess the performance and user acceptance of the automated systems and revise use accordingly.
Ensure adequate dissemination of performance and continued operational awareness programmes for occupants.
Critical – Emergency
This is assessed according to the performance of the building under emergency (whether e.g. power failure, fire or security issue).
None
Can only handle minor operational, safety or security problems
Plus improved performance on one of above
Plus improved performance on two of above
Plus improved performance all of above
Plus disastrous events happening around the building
Develop an emergency services strategy to cope with basic operational, safety or security problems.
Identify possible operational threats in relation to maintaining functional operation (frequency of power failures, security, etc.).
Identify the areas important to maintaining functional operation and prepare proposal to management for improvement in the most important area.
Identify the areas important to maintaining functional operation and prepare proposal to management for improvement in the most important area.
Consider the importance of the remaining issue to operational performance and inform management of the corporate position.
If required, prepare proposal to management for improvement in the remaining area.
Investigate the requirement for resolving emergency issues in the close proximity of the building.
Process – Devolved decision making
This is assessed according to the ability of building operators to make decisions in responding to changes
Not competent to make any changes to day-to-day operations
Reply on other people (such as facility management contractor)
Independently make technical decision
Plus make proposals on policy changes
Independently make decisions involving general policies
Make decision technically and organisationally correct
Prepare proposals to top level management identifying areas of day-to-day concern which can be operated under devolved conditions and present a strategy for implementation.
Identify areas of facilities management that can be locally implemented without breaching contracts or affecting other operational areas.
Define a strategy for follow up on technical decisions with a view to incorporation in policy changes.
Prepare appropriate reporting procedures including recommendations for strategic policy actions.
Ensure reporting procedures are properly implemented and include adequate references to proposals for strategic policy.
Summarised reporting of procedures and policies should be implemented.
Role of facilities management should be actively disseminated towards top level management.
Summarised reporting of procedures and policies should be implemented.
Design – Flexible usage
This is assessed according to the design decision on partition, layout, services systems (such as electrical).
Impossible to change the usage
Architectural features can be modified for different usage but the change is expensive and difficult
Same as above but the change is not expensive
Plus electrical system flexible for change
Plus control system flexible for change
Plus facility management flexible for change
Review corporate business and space requirements.
Assess building suitability and prepare reports concerning operation and functionality.
Prepare strategic reports for building use development.
Review any proposed changes in terms of cost/benefit.
Assess building suitability and prepare reports concerning operation and functionality.
Prepare strategic reports for building use development.
Assess building suitability and prepare reports concerning operation and functionality.
Prepare strategic reports for building use development.
Assess impact on control and facilities management prior to implementation.
Alterations can be implemented on the basis of corporate requirements.
Assess impact on facilities management.
Alterations can be implemented on the basis of corporate requirements.