Carol Warkoczewski, AIA, MSOLEOWNER, SYNERGY BUILDERS
Building leaders, teams, projects, and organizations.
the Owner’s Project
Requirements
To Know Your “Space”…
SO
WHAT’STHE
PROBLEM?
…you Need to Know Your
RequirementsTo better manage project constraints:
CostScopeSchedule
PROJECT INFLUENCE & CONTROL
PROJECT COST & SCHEDULE
IMPACT
Pre‐Project Planning Pre‐Design Design Construction
STRATEGIC OBJECTIVE: TO IMPROVE OVERALL
PROJECT DEFINITION
UT System has introduced the Owner’s Project Requirements (OPR) to its core
project delivery processes.UT Austin is adopting it as a new best
practice.
This document is referred to as the OPR
DETAILS PROJECT’S…NeedsFunctional requirements
INCLUDES PROJECT…GoalsMeasurable performance criteriaSupporting information
IDEAL Project Delivery Process Timeline
Owner’s Project Requirements
Basis of Design
Facility Program
Schematic Design
DDs
CDsWhy? How? etc...
Statement of Need
What?
Project definition is documented and approved by executives
Project needs are assessed to establish a basis for execution
The OPR becomes a basic project execution reference & briefing document
The project team provides assistance, guidance, review & support throughout the project
ASHRAE Guidelines
The University of Wisconsin ‐Madison Department of Engineering, Professional Development
Charles Dorgan, PE, PhD, CxAP
OPR DESIGNWASINITIALLY
CRAFTED FROM
Resolved lingering scope definition issues
Identified unknown key stakeholders & issues
Technical stakeholders became more vested in the project
Emergence of institutional standards
End usersExecutives
Institutional plannersGoverning board
Maintenance staffNeighboring constituents
Occupants Technical staff
etc…
1. Acoustical, Structural, and Vibration2. Adaptability for Future Changes or
Expansion3. Aesthetics, Quality of Materials, and
Historically Significant Interior Spaces4. Commissioning Process, Scope, and
Training Requirements5. Community or Other Stakeholder
Requirements 6. Constructability, Construction
Considerations, and Schedules7. Energy Efficiency, Environmental
Sustainability Goals, and Benchmarking8. Equipment (including HVAC and
Elevators) and System Maintainability9. Fire Safety and Life Safety10. Health, Hygiene, Indoor Environment,
and Environmental Health and Safety
11. Landscaping and Exterior Design 12. Occupant Spatial Requirements13. Operations & Maintenance,
Tolerances, Waste, and Warranties
14. Other Codes, Standards, and Accessibility
15. Security16. Telecommunications, IT, and
Audio/visual (A/V)17. Utilities and Building
Infrastructure (Electrical and Plumbing)
18. Project Prioritization19. Project Schedule, Budget, and
Funding20. Project Limitations, Challenges,
or Issues
Next…Essential Ingredients:• All together, around a table• Document what’s and why’s• Facilitated• Four‐hour sessions (2‐4) • Inclusive• Process for no‐consensus items
Revisions may be necessary
Keep revisions to a minimum (think Strategic Plan)Use a formal change approval process
Primary reasons for revisions
Assumptions / constraints are invalidated or changeRequirements cannot be metProject scope changes
Eleanor Roosevelt