Comprehensive and Detailed Explanation From Exact Extract (CSI-based)
CSI describes post-occupancy evaluation (POE) as a review of how the completed facility is performing for its users and operations staff, compared to the Owner’s Project Requirements (OPR). For the evaluation to be meaningful:
The facility must have been occupied long enough for systems and spaces to be used under normal operating conditions.
It should happen early enough that findings can inform warranty corrections, adjustments, and future projects.
CSI’s practice guidance indicates that POEs are typically performed several months after initial occupancy, often in the range of three to six months, when occupants have adjusted to the building and operational patterns are established but the project is still within the correction/warranty period. That aligns with Option B.
Why the others are less suitable:
A. At the end of the correction period and C. Just before the end of the warranty period – these are usually around one year; waiting this long reduces the time available to act on findings while warranties are in force.
D. One year after substantial completion – also generally coincides with warranty expiration; by then, significant issues may have already affected operations without being captured early.
Relevant CSI references:
CSI Project Delivery Practice Guide – sections on facility management, occupancy, and post-occupancy evaluation.
CSI CDT Body of Knowledge – material on owner and facility manager activities during occupancy.
