DGS TEAM CHARTER
 
Post-occupancy Evaluation Team

Dennis Dunne, Chief Deputy Director, Department of General Services
Mike Courtney, Deputy Director, Real Estate Services Division
Steve Castellanos, State Architect, Division of State Architect 

Steering Committee

Jack Barr, Chief, Professional Services Branch
Margaret Hudson, Chief, Project Management Branch
Rich Sturman, Chief, Customer Account Management Branch
Everett Whiteside, Interim Chief, Building & Property Management Branch

Background

The Real Estate Services Division (RESD) and the Division of the State Architect (DSA) are involved in the planning, development, design, construc­tion, opera­tions, maintenance, leasing and acquisition of public facilities including office space, school facilities and infrastructure projects.  The value of these facilities is several billion dollars.

In December 2000, Dennis Dunne, Chief Deputy Director of the Department of General Services, led a Post-occupancy Evaluation (POE) Workshop attended by about 35 people from various divisions within DGS.  The purpose was to present the concept of the POE as a method to provide better public facilities to the occupants, users and operators of such facilities.  This is done by evaluat­ing the success or failures of completed projects and utilizing the information to improve future projects.

Following the workshop, the Executive Policy Committee of RESD and DSA provided direction to develop a POE Program for use on RESD capital and lease projects and DSA public school projects. 

This Charter is the first step to incorporate the POE program into the operations of RESD and DSA.

Purpose

Charter Team Member Recommendations

The Executive Sponsor/Steering Committee will appoint a Charter Team.  Charter Team Member Recommendations:

• Norton Chapman, Planning Manager, Real Estate Services Section, PSB
• Richard Conrad, Manager of Technical Services, DSA
• Dennis Corelis, Chief, Design Services Section, PSB
• Paul Davidson, Project Supervisor, PMB
• Lisa Drury, Customer Account Manager, CAMB
• Sheral Gates, Senior Real Estate Officer, APE
• Fred Luzzi, Assistant Chief, BPM
• Team Leader Recommended:   Lee Willoughby Capital Outlay Program Manager, PMB

Charter Team Responsibilities
 
This Charter Team will:

1)      Strategic Plan - Develop a POE Strategic Plan that will consider appli­cation of POE on capital projects in RESD as well as school projects through DSA.

2)      Quick Response Study - Develop a plan for Quick Response Studies (QRS) that can be applied on capital projects in RESD as well as school projects through DSA.

3)      Consistency – Insure that development work on the Strategic Plan and QRS be considered and be consistent with the RESD Business Plan, Excellence in Public Buildings, Blueprint for State Facilities, One DGS, Energy Efficiency and Sustainable Building Design and other applicable initiatives.

4)      Teams - Form POE Advisory Teams that consist of customers of RESD, repre­sentatives of school districts and the Department of Finance.

5)      Implementation Plan - Develop an Implementation Plan following accept­ance of the POE Strategic Plan and QRS by the Steering Committee and Executive Sponsors.

6)      Training Plan - Develop a POE Training Plan to be presented throughout DSA and RESD following acceptance of the POE Strategic Plan and QRS by the Steering Committee and Executive Sponsors.

7)      Evaluation - Remain active and meet quarterly with the Steering Committee and Executive Sponsors for a period of two years to evaluate the effectiveness of the POE Program and make recommendations for changes.

Resources Required

• Staff time and participation as required to complete Charter Team responsibilities.  Costs to be absorbed by participating staff's office.
• Clerical support as required.  Costs to be absorbed by participating clericals' office.

Team Action and Deliverables

Team requests approval to process a contract with consultant (Craig Zimring and Cheryl Fuller) to develop POE Strategic Plan and QRS Plan.  Draft scope of work is attached.

Following execution of contract with Zimring and Fuller, the following deliver­ables will be made:

• POE Strategic Plan – A draft will be delivered to the Steering Committee within 120 calendar days.
• QRS Plan - A draft will be delivered to the Steering Committee within 180 calendar days.

After the Steering Committee has reviewed, commented, and approved the draft documents, the Charter Team will complete the final documents and present them to the Steering Committee within 30 days.  Upon adoption by the Steering Committee, a report will be forwarded to the Executive Sponsor for review and approval.

Approvals
                                                                                                                 

Dennis Dunne, Chief Deputy Director
Mike Courtney, Deputy Director
Stephan Castellanos, State Architect