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FM-9 Portfolio and Asset Management - Performance Requirements (PAMPeR)

by Juha Hyvarinen last modified Mar 06, 2011 08:41 PM

Business needs:
Owners, managers and users of real property need to correlate information about what is required, what has been approved, and what is actually in place. For businesses, governments and other institutions that occupy buildings to achieve their business purposes, they need to correlate this information to ensure that business objectives are met, and to achieve compliance with decisions already taken. Owners and managers of buildings currently maintain information about their portfolios of real property in various incompatible data formats. Categories of information include, as a few examples, functional performance requirements of occupant business units, financial performance requirements as expressed in approved budgets, and operational performance as expressed by individual users and customers. In consequence of the lack of connectability between units of information, managing compliance is typically incomplete or is accomplished inefficiently by human inspection of the facilities or of printouts of records about them. For instance, linking information about a requirement for freedom from glare, information about a source of illuminance, and information about the overall functionality of a workplace in the data base of an occupant organization can now only be done by manual translation of the data by a person.


Standards are being developed for consistent definitions of concepts and information objects, for use among owners, managers and occupants of buildings. For instance, ASTM has developed standards for whole buildings and facilities (Subcommittee E06.25), and for building economics (Subcommittee E06.81) and ISO is developing standards for user functional requirements and serviceability (TC 59/SC 3/WG 14) and measurement and prediction of service life (TC 59/SC 14). Therefore, it is becoming practicable to develop the deliverables proposed above.


Features and benefits in summary: Owners, managers and users of real property will be enabled to correlate information about what performance is required, what has been approved, and what is actually in place in their facilities throughout their lifecycles.

Solution:
It is anticipated that this project will relate to schema at the interoperability and domain layers of the IFC model generally and may contribute additional requirements at the resource layer, particularly in terms of the separation of requirements and deliverables at the IfcPropertyResource schema.

In terms of the capital projects planning aspect of this work, there will be a relationship to the IfcProcessExtension schema and it is probable that this schema will be generalized to a "schedule representation" in a manner similar to that adopted for cost and environmental impact representation if IFC 2x2.

Because of the need to capture both requirements and performance data to enable comparison between what is expected and what is delivered, it is also considered that the project will contribute to extension of the "history capture" concepts initiated within the BS8 project for IFC 2x2 and, through this extension and formalization, will contribute extensively to the planning of the information architecture for future IFC model versions.

Scope of work:
In Scope:
Define the performance requirements and planning of capital projects or improvements that meet the needs of the owner and/or users.

  • Definition of the requirements of owners and users of facilities. This is in terms of:

    • the portfolio of facilities within the interest of the owner/user,

    • an individual facility subject to more detailed requirements assessment.

  • Capture of information for long term planning of capital projects.

  • Provision of approaches to determine that requirements have been achieved (or otherwise) through the specification of comparative mechanisms.

  • Evaluation of building performance in use, such as levels of functionality and serviceability, as necessary for portfolio and asset management.

  • Each the following categories contains information that is in scope:

    • Requirements and assessments by owners and users, prior to functional programming.

    • Business processes for portfolio management and asset management of real property.

    • Business and financial planning for a building project, including project budgets.

    • Programming for a project to build or change a facility, such as requirements for:

      • services,

      • spaces,

      • configurations

      • sizes,

      • arrangements of furniture and fittings,

      • security,

      • etc.

In the attached diagram, the scope includes information in the column at left, titled the Demand domain.

Out-of scope:
Information in the diagram, in the center column, titled Project Delivery domain, and in the right column, titled Facilities In Use domain.




Project team
Project leader Chapter Roles Contact email
Gerald Davis NA I davis-gerald@icf-cebe.com
Technical leader Chapter Roles Contact email
Jeffrey Wix UK I MSG jeffrey.wix@jwix.co.uk
Participants Chapter Roles Contact email
David Horner NA G david.h.horner@erdc.usace.army.mil
Francois Grobler NA G Francois.Grobler@erdc.usace.army.mil
Francoise Szigeti NA I info@icf-cebe.com
James Nyambayo UK R nyambayoj@bre.co.uk
Susan Presser NA G s-presser@cecer.army.mil

Project addresses
Project web site:
Project FTP site:
Project email:

Remarks
THIS PROJECT HAS BEEN INTEGRATED INTO IFC2x2 addendum 1 (Release July 2004)

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