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Code of Practice for Project Management for Construction and Development, 5th Edition by Chartered Institute of Building

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8Post-completion review and in use

Stage checklist

Key processes: Post-occupancy evaluationProject auditProject feedbackClose-out reportBenefits realisationOccupation/in-use strategy
Key stage objectives: ‘Has the project satisfied the need?’
Key deliverables: Project close-out reportPost-occupancy evaluation reportOccupier’s handbook
Key resources: Client teamProject managerOccupation and maintenance team

Stage process and outcomes

This, the final stage in the development process, consists of the administrative and financial closure of the project.

Outcomes:

  • any post-occupancy evaluations required
  • issue of the Final Certificate confirms completion of any outstanding works
  • finalisation of all payments to consultants and contractors
  • settlement of any claims for additional monies
  • archiving of the project documentation
  • post-project review
  • benefits realisation appraisal (if required)
  • record any residual risks/issues in Health and Safety File
  • embellish and enact operation and maintenance plans

Post-occupancy evaluation

Post-occupancy evaluation (POE1) is a way of providing feedback throughout a building's lifecycle from initial concept through to occupation. The information from this feedback can be used for informing future projects, whether it is on the process of delivery or technical performance of the building. The key benefits of this feedback include:

  • identification of and finding solutions to problems in buildings
  • response to user needs
  • improve space utilisation ...

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