Development of a performance evaluation scheme for engineering facilities in commercial buildings in Hong Kong

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Development of a performance evaluation scheme for engineering facilities in commercial buildings in Hong Kong


Author: Man, Chun Sing
Title: Development of a performance evaluation scheme for engineering facilities in commercial buildings in Hong Kong
Degree: Ph.D.
Year: 2015
Subject: Facility management.
Construction industry -- Management.
Construction industry -- Management -- Evaluation.
Hong Kong Polytechnic University -- Dissertations
Department: Dept. of Building Services Engineering
Pages: xxi , 311 pages : color illustrations
Language: English
Abstract: Commercial buildings in Hong Kong are increasingly equipped with advanced engineering facilities in order to satisfy the ever-rising functional needs of the buildings and the expectations of their end-users. Substantial amounts of resources, therefore, are needed for ensuring the performance of the facilities. To ensure and maximize return on the deployed resources and enhance the value of the buildings in the long run,it is essential to operate,maintain and manage the facilities in a cost-effective manner.Performance evaluation is widely recognized as crucial for performance management.Without a credible performance evaluation method, it is hard, if not impossible, for facilities managers to determine if the levels of resources used for their facilities are appropriate and what performance levels of the facilities are achieved. In reality, however, a holistic scheme that can measure the performance of engineering facilities over a wide range of operation and maintenance facets is unavailable. Intended to address this deficiency, the study, as reported in this thesis,was commenced. In developing the intended performance evaluation scheme, four stages of work were undertaken. A hybrid approach, which employed both qualitative and quantitative research methods, was used for the study. The first stage of the study identified a list of potential performance indicators based on a search and review of relevant literature. Then a focus group meeting involving seven experienced facilities management (FM) professionals in Hong Kong was conducted to supplement any missing indicators, followed by selecting a string of essential indicators. Through this process, 17 key performance indicators(KPIs) were shortlisted from 74 performance indicators. In the second stage of the study, an online questionnaire survey was conducted. The survey, based on the responses from 89 building practitioners who worked at the strategic and tactical levels,revealed the levels of importance and usefulness of the shortlisted KPIs. After a review of the categorized KPIs, a framework was formed for establishing the intended evaluation scheme. The framework consists of 11 KPIs, which are grouped into four main categories, namely: (1) physical ; (2) financial ; (3) environmental ; and (4) health, safety and legal. The physical indicators were further divided into three sub-categories of indicators: (P-S1) users' perceptions ; (P-S2) tasks related ; and (P-S3) equipment related. In-depth face-to-face interviews with 19 FM professionals were conducted in the third and fourth stages of the study. With the importance weights of the KPIs determined through an analytic network process (ANP), a performance evaluation scheme was established. The findings in this part of study showed that each of the studied buildings, given their specific characteristics and conditions,has an individual set of importance weights for the KPIs. Health, safety and legal indicators, in general, were found to be more important among the four categories of indicators. At the fourth stage of the study, the applicability of the performance evaluation scheme was validated with empirical building data of 17 case studies. The results confirmed that it is feasible to use the established scheme for evaluating the performance of engineering facilities in real-world commercial buildings.

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