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H. Jay Enck CEO Commissioning & Green Building Solutions Inc. The Owner’s Project Requirements Where it Fits In the Design Process

The Owner’s Project Requirements Where it Fits In the ... · The Owner’s Project Requirements Where it Fits In the Design Process. ... Architectural Programming (AP) 2. ... lighting,

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H. Jay EnckCEOCommissioning & Green Building Solutions Inc.

The Owner’s Project Requirements Where it Fits In the Design Process

Learning Objectives

1. Differences between Owner’s Project Requirements (OPR) and Architectural Programming (AP)

2. How OPR information is collected3. Interaction between OPR and AP4. When OPR should be developed and why

AIA Quality Assurance

Presenter
Presentation Notes
1. Educate audience about differences between Owner’s Project Requirements (OPR) and Architectural Programming (AP) 2. Convey how OPR information is collected 3. Illustrate interaction between OPR and AP 4. Convey when OPR should be developed and why

Architectural Program vs. Owner’s Project Requirements

Architectural programming began when architecture began. Structures have always been based on programs:

decisions were made; something was designed, built, and occupied”

Edith Cherry, FAIA, ASLA and John Petronis, AIA, AICP.

Many believe that the architectural program is the Owner’s Project

Requirements which is why there is confusion in the building industry.

AP vs. OPR

Both AP and OPR use similar terms with different connotations•

Establish goals, collect and analyze facts, determine needs, etc.

However…•

Owner’s Project Requirements (End Goals)○Establishes high level goals

Architectural Program (Defines the Design Problem)○Determining the details on achieving the goals

AP vs. OPR

AP process is defined:•

A heuristic process and not an algorithm○Heuristics are "rules

of thumb", educated guesses, intuitive judgments or simply common sense

based on designer skill and perspective

Presenter
Presentation Notes
Which employs an experimentation and trial-and-error techniques used to rapidly come to a solution that is reasonably close to the best possible answer, or 'optimal solution'.

Arthur M. Blank Family OfficeGoals of OPR•

Last 200 years

Look like old existing building

Did not want to hear or see HVAC system

Feeling of home•

Minimize environmental impact while achieving aesthetic requirements

Provide example to developers

Arthur M. Blank Family Office •

High occupant comfort satisfaction

35% more efficient than ASHRAE 90.1-1999

Landscape irrigation 100% from rainwater

26% reduction in potable water usage

74.6% of construction waste recycled

Excellent IAQ•

Daylight & Views

Arthur M. Blank Family OfficeEnergy Savings

42% reduction in energy consumption saving $84,000/yr○

853 metric tons of CO2 emissions○

1,984 barrels of oil○

194 acres of pine/fir forestWater Savings

$6,500/yr water savings 2.6 yr ROI

Reduced Risk•

PricelessCost for LEED certification and

Holistic Commissioning $118,000•

Whole building commissioning○

Building envelope, HVAC, plumbing, lighting, electrical infrastructure

LEED Documentation & Certification

Arthur M. Blank Family OfficeSustainable Operation•

85% of waste recycled reducing waste removal costs

7.3% lower energy usage than 1st

year

○45,971 Btu’s/SF to 42,806 Btu’s/SF

18.5% increase in operating costs due to increased utility rates

○$0.0707/kWh to $0.0917 kWh (29% increase in utilities)

AP vs. OPRCommissioning OPR:

Documents owner defined goals and objectives in architectural and engineering terms.

Does not define solutions, assumptions, or details for achieving the goals.

Is the bases used to evaluate design, construction, and operation of the facility

ASHRAE Headquarters

Objectives in OPR•

Meet staffs need to deliver mission

Easily maintainable and secure

Excellent IEQ that facilitate occupants’

productivity•

Minimize environmental impacts

ASHRAE Headquarters

Goals in OPR•

Society education

Monitoring & documentation of performance

○1250 point- Segregated loads- PV energy generation- System operation

Research tool

ASHRAE Headquarters

Benchmarking○

Energy use by system- Computer room- Lighting- Plug- Ground source HP- Variable Refrigerant Flow

System- DOAS- Outside lighting

Water○

Operation and maintenance costs

Surveys of occupant comfort

AP vs. OPRArchitectural Program typically

does not address:•

Building operation

Operational limits/requirements•

Delivery of mission

Owner’s Project Requirements typically addresses:•

What is needed to deliver mission

Operations/Maintenance•

O&M staff skill level

Training•

Expected building performance

Presenter
Presentation Notes
Does not address how the building will be operated, specific operational limits or requirements of the occupant processes used in delivery of their mission. Address operations, maintenance, O&M staff skill level, training, and expected building performance for the life of the facility

Balzer Theater at Herren’s

Goals of OPR•

Preserve historic landmark

Low operating costs•

Simple to operate & maintain

Minimize storm water volume

Excellent IEQ•

Excellent acoustics

Minimize environmental impact and achieve LEED certification

Balzer Theater at Herren’s•

Reduced energy consumption by +27% over ASHRAE 90.1-

1999•

Reduced potable water consumption by 80%

Reduced storm water discharge by 97%

Practices green housekeeping & site management

1st

freestanding theatrical

theater to receive LEED certification (Silver)

Balzer Theater at Herren’s Toilet & Urinal Flushing

20,000 Sq. Ft. Theater○11 Toilets○2 Urinals

Original Design○Estimated 303,000 gallons/year○$3,691/year

As Constructed○No Additional Cost○Waterless Urinals & 1.0 GPF Toilets○Estimated 98,800 gallons/Year (No Rain)○$1,196/Year ○Saving $2,495/Year (No Rain)

Actual $36/month 2006

AP vs. OPR

Owner Project Requirements Concept•

Developing criteria and high level owner and users requirements to evaluate: ○Each architectural programming submittal○Each design submittal○Various construction activities○Achieving requirements during occupancy

Documentation of needs:○Systems integration requirements, especially

across disciplines○Benchmarking requirements

AP vs. OPR

Information collection techniques:•

Architectural Programming (typically) ○ Interviews of groups to gather facts

- Inhibits participation by subordinates- Focuses on sq. ft. needs, adjacencies, circulation,

personal forecasts, user characteristics, organizational structure, etc.

Owner’s Project Requirement (typically) ○ “Nominal group technique”

to gather information

- Equal participation by all- Identification and prioritization of high level goals & needs- Erases dilemmas associated with defining sq. ft.

requirements

Presenter
Presentation Notes
Information collection technique differences: Architectural Programming (typically) Conducts interviews of groups to gather facts Process often inhibits participation by subordinates of group leader Focuses on sq. ft. needs, adjacencies, circulation, personal forecasts, user characteristics, organizational structure, etc. Owner’s Project Requirement (typically) Conducts “nominal group technique” to gather information Process allows equal participation by all Focuses on identification and prioritization of high level goals, needs Completely erases the political dilemmas associated with defining square footage requirements

Interaction Between Architectural Program and Owner’s Project Requirements

Owner’s Project Requirements:•

Documents how the facility is expected to be used

Defines requirements user’s need to successfully deliver their mission

Defines documentation, training, and monitoring required to meet operational efficiency for life of facility

Sets benchmarks to measure success

Interaction Between Architectural Program and Owner’s Project Requirements

Some OPR may have little or no relationship to the AP or design•

For example an OPR “Desire re-training after 5-months of occupancy on the Jit-Jit conveyor systems”

Presenter
Presentation Notes
This may not be specifically noted as a programming requirement for the design team, and it may not be included in the construction documents.

Interaction Between Architectural Program and Owner’s Project Requirements

Commissioning Team uses the OPR to verify: •

Defined goals are met○Design○Construction○Warranty○Operation

Assess if team met documented requirements

Presenter
Presentation Notes
Commissioning Team uses the OPR to verify: -The project is achieving these defined objectives and criteria throughout the delivery of the project

Owner’s Project Requirements Over Time

Post Occupancy:•

Building program and use changes throughout life of building

Changes are not documented by Architectural Program

OPR and CxPlan evolve as occupant needs change

Presenter
Presentation Notes
AP documents usually have a life that ends when the development of construction documents begins. OPR and CxP Plan continue to evolve and change during the life of the building, including development of construction documents, construction, and occupancy. Criterion that is not typically included in the programming documents. The need for change and change it’s self as documented in the OPR provides the ability to assess if the requirements are being met by the team making the modifications. -OPR will change throughout the life of the building. -

Timing of Owner’s Project Requirements and Architectural Program

Benefits of OPR•

Knowing what the occupants need to successfully deliver their mission before programming saves time, effort, and reduces cost○Changes typical points/credits chasing○Provides approach that blends operational/user

needs and sustainable principles○Can continuously evaluate project to optimize

performance ○Optimal results in performance and user satisfaction○The real test of sustainability

Presenter
Presentation Notes
Knowing what the occupants need to successfully deliver their mission before programming saves time, effort, and reduces cost, especially in high performance facilities. -Changes typical points/credits chasing -Provides sound approach that blends operational and user needs and sustainable principles -Ability to continuously evaluate project to optimize performance throughout all phases -Provides optimal results in performance and user satisfaction - the real test of sustainability

Timing of Owner’s Project Requirements and Architectural Program

Developing OPR before design team begins pre-design activities such as Architectural Programming saves time and money.

The value of developing the OPR first ○End goals are defined at beginning of the project ○Places the owner and team on a strong foundation

for success. •

Shorter process○Gives high level goals to AP○First level of information on project goals to assist

with developing the AP •

Provides information needed to evaluate achievement of goals

Presenter
Presentation Notes
-To be of the greatest benefit and value to the Owner and their team the OPR must be developed before the design team begins pre-design activities such as Architectural Programming. -The value of developing the OPR first is that the end goals are defined at the beginning of the project placing the owner and team on a strong foundation for success. -Initial OPR should be developed at project inception and prior to beginning the architectural program Frequently developed at the same time -OPR development is a much shorter process Can be used as though it was developed prior to the development of the architectural program Can provide the first level of information on the project goals or developing the AP -OPR further provides a means for the owner and the commissioning team to evaluate the various reviews of the architectural program owner, (Commissioning Process) CxP Team leaders, and users of the facility, including the engineering, operations, and maintenance staff or service contractors

AIA Quality Assurance

Portland Energy Conservation, Inc is a registered provider with The American Institute of Architects Continuing Education Systems. Credit earned on completion of this program will be reported to CES Records for AIA members. Certificates of Completion for non-AIA members are available on request.

This program is registered with the AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. Questions related to specific materials, methods, and services will be addressed at the conclusion of this presentation.

Thank-you

H. Jay Enck ([email protected])

WWW.CxGBS.com