C3 Future Learning

Post occupancy evaluation commitments as design stage evidence - KBCN1288

A letter of commitment for POE commitments is an acceptable form of evidence at design stage. Firmer commitments including contracts are only required at post-construction stage.

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Post occupancy evaluation sampling - KBCN0908

Where a post occupancy evaluation (POE) is being carried out for multiple units, not every dwelling needs to be directly monitored, in order to pursue credits, as long as they are significantly represented as part of the study. The following points can be used as guidance to help determine if a POE  is suitable:

• Credits can only be pursued for homes where occupant feedback is being requested from that specific home.
• It should be demonstrated that there is a clear, thought through approach being taken, including the reasons why any monitoring is taking place, what the aim of the study is and how the results will be used to contribute to future learning.
• Clear justifications should be given for the chosen sampling approach, including quantity and type of homes being included, relative to the aim of the study.
• For POE methods other than occupant satisfaction feedback, credits can be pursued for homes that are significantly represented by comparable dwellings in the sample. For example, where a reasonable number of homes of the same house type and on the same site, are part of the monitoring sample.
• Determining an appropriate POE method will also be informed by the appropriately qualified professional’s judgement and the licensed assessor's discretion, to ensure the purpose of this issue is being met. i.e. to evaluate performance in-use and contribute to future learning to help reduce the performance gap.

If it is unclear if a specific POE method complies with the criteria and the above guidance, please send specific details of the POE approach, to the technical team for consideration.

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Submitting aftercare & post occupancy evaluation data - KBCN0589

Where credits have been awarded which require post-occupancy evaluation or an element of aftercare data collection (according to scheme requirements) from the building once operational and occupied, the data gathering must take place at the specified time and the findings reported to BRE. The timing of this evidence gathering depends on the criteria of the specific BREEAM scheme. However, for all schemes, once the evidence is due for submission, it should be sent on the assessor webform with the following subject; 'BREEAM Assessment Type - Building Data - BREEAM Assessment Reference' For example: 'BREEAM NC 2018 - Building Data - BREEAM-1234-5678'

05 Nov 2024 - Wording clarified and link to the webform added
This replaces KBCN0695 for HQM.

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Training courses that provide competencies to be considered an AQP - KBCN1294

We are not aware of any specific training courses that provide all the necessary competencies to be considered an AQP but they may come from a combination of sources:

• industry training courses.
• Industry-recognised methodologies
• Specific research skills. For example, someone who has worked as a social researcher or has a degree or masters involving research methods.
• Consultancies or specialist organisations who provide POEs as a specific service

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