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Post Occupancy Evaluation Policy

Summary of Post Occupancy Evaluation Policy 

PURPOSE:  The purpose of this policy is to evaluate design and program intent against building performance; reduce repetition of problems by providing lessons learned; identify opportunities to save time and money without reducing quality; and produce data that will aid in resource allocation for proper maintenance and operations. 

APPROVED:  February 8, 2006 

POLICY:  ORF will conduct an indicative Post Occupancy Evaluation (POE) on new or renovated facilities 12 to 18 months after the last occupant moves into the facility.  A POE may also be performed on existing facilities on a 10-15 year cycle at ORF discretion as time and budget permit.  The results of the POE will indicate if an investigative and/or diagnostic POE on the facility is required.   

ORF will include the need for a POE in the pre-program planning phase of the project, and the Program of Requirements will include a POE for every new or renovated “whole” facility NIH funds.   

POE results will be maintained in a web-based database.  

RESPONSIBILITIES:  The ORF Division of Policy and Program Assessment (DPPA) is responsible for conducting POEs and for maintaining a web database of results and lessons learned.  DPPA is responsible for communicating with Project Officers, Facility Managers, and other stakeholders about the database. 

Project Officers/Program Managers are responsible for directing A/Es to the POE database for use in preparing Programs of Requirements. 

FUNDING:  POEs can be funded in several ways.

  1. The preferred funding mechanism is Agency Program Evaluation funds.  Information on this mechanism is available from the NIH Office of Evaluation at .
  2. A central ORF fund is available at the Director’s discretion.
  3. Funds may be incorporated into the A/E Statement of Work and the POE provided by the A/E of record.
  4. Where an existing contract is in place, a POE may be added to the scope.
  5. Additional contract mechanisms identified as needed by ORF.
Post Occupancy Evaluation Policy  February 8, 2006  - PDF (283KB) 508

    This page was last updated on Nov 27, 2012