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Continuing the Building Quality Dialogue –
Developing Training Modules on Sustainable Construction to Support the Further
Education of Stakeholders in the Construction Sector
Analysis of Key Actors and their
Requirements for Training Modules
fundet by:
Thomas Lützkendorf & Daniela Busse
DEPARTMENT OF ECONOMICS & BUSINESS ENGINEERING
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
KARLSRUHE UNIVERSITY
… what we stand for
Currently, education and further training programs in the area of
sustainability in construction’ are predominately focused on the needs of
architects and engineers.
However, successfully implementing the principles of sustainable
development requires addressing other actors as well (e.g. investors,
bankers, insurers, appraisers and estate agents) and developing specific
educational programmes tailored to their needs.
Besides educational programs offered within universities, a number of other
programs need to be developed that fit to the specific requirements of
those actors already working in practice.
architects /engineers business engineers
investment/finance real estate management
sustainability
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
2 Analysis of Key Actors and their Requirements for Training Modules
… what we stand for
The issue of sustainability and related topics should not be treated in
isolation (i.e. offering educational modules that exclusively focus on green
issues is not an appropriate solution). Instead, aspects of sustainability
should be integrated into traditional contents of educational programs
for architects, engineers, real estate economists etc.
Design related contents Basics / Assessment methods
Energy efficient design Sustainability basics
Design for environment Energy demand calculation
Low energy house / Passive house Life-cycle assessment (LCA)
Solar energy use (active/passive) Assessment of surface areas /
Rainwater use Ecological footprint
Green roof Assessment of environmental risks
Selection of building materials Assessment of health risks
Selection of heating systems Analysis of user requirements
Design for deconstruction Assessment of user satisfaction /
User-oriented design Post occupancy evaluation (POE)
Design for senior citizens Life-cycle costing (LCC)
Property rating
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
3 Analysis of Key Actors and their Requirements for Training Modules
The Task
The intention to support stakeholders in education and further education
relating to sustainability aspects is dealt with
by analyzing the stakeholders' network to identify key actors
- with strong influence on decisions
- with strong influence on business partners and other stakeholders
by detecting methods & means that are crucial for decision-making
by giving advice on the kind of training modules and their contents
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
4 Analysis of Key Actors and their Requirements for Training Modules
Scheme / Overview
technique
technique
technique
technique
technique
technique
technique
methods & means
affecting
sustainability
side side side side
side actor(s) playing actor actor actor actor
the role as ...
main set-up of
actor actors
role 2 role 3 role 4 role 5 =>
main actor(s) playing network
the role as ... role 1
cause during
cause cause cause cause
lifecycle
reaction to cause decision
economical X
Sustain-
taking an influence on
ability
ecological X
sustainability (3
dimensions) social
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
5 Analysis of Key Actors and their Requirements for Training Modules
Preconditions for Starting off Activeness
environment (model)
job profile/
aims/interests
education
action actor A role methods
& means
decision cause
e.g. site/location e.g. owner e.g. planning e.g. tender
kind-of-use investor construction portfolio analysis
financing planner operation land use planning
rent seller/buyer management property rating
merchandising advisor refurbishment investment apprais.
maintenance strat. lessor/tenant redevelopment life cycle assessm.
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
6 Analysis of Key Actors and their Requirements for Training Modules
Concept lifecycle
• lifecycle identifying
Investor
Öffentlichkeit
Initiator
Verkäufer
Käufer
ROLLE
Bauherr
Vermieter
Planer
Berater
Mieter
Ersteller
Verwalter
Betreiber
Vermittler
Finanzierer
Versicherer
Ver-/Entsorger
Bewohner/Nutzer
Produkthersteller
Besitzer/Eigentümer
sonstige Dienstleister
Genehmigungsbehörde
• causes key actors
role
• decisions • real estate fund
actor • developer
developing training modules
M
G
O
Q
AKTEUR
E
P
C
D
H
N
R
U
F
T
A
B
K
S
V
L
J
I
• actors, stakeholders
1 Wohnungsunternehmen X X X X X X• X X X X
2
3
Immobilienfonds
Bauträger
X X X
X X
X
X
•
X X X
4 Projektentwickler X X X • X
X X
5 Architekturbüro
• bank X
second phase:
6 Büro für Fachplanung X X X
• user
X X
1
7 Handwerksbetrieb
8
9
Bauunternehmen
Bauproduktherstellende Industrie
2 X
X
X
X
3
10 Bank X X X
Institutionen
11 Versicherung X X
12 Facility Management X X X
2.0
13 Schornsteinfeger X X X
planner portfolio anal
3.1
Planungsbüro Wesentliche Rolle Planung
14 EVU/Wasser/Abfall
Instrument Portfolioanalyse X
X
architect Öko- X Öko-
1,0
Planung, Beratung, sonstige Dienstleistungen Berufsbezeichnung Architekt Bau-, Energieberatung
15 Umwelt-, Sozio- Relevanz für die 3.4
X
S T E C K B R I E F
1.1 Titel, Grad nach 16 Energieabrechnungsdienst
Titel, Grad nach MSc. Real Estate, nomisch X logisch kulturell X Nachhaltigkeit
STECKBRIEF
lasse Koordination/Planung Dipl.-Ing. (Uni/FH) Nachhaltigkeitsaspekte 3.2
Ausbildung
17 Hausverwaltung
Weiterbildung (Beispiele) Sachverständiger
enthalten
X X
X eher hoch
X
3.3
1.2 1.4 18 Wertermittler/Sachvertändige
2.1 2.2 Öko- Öko- Soz- in der Lehre vermittelt
Inte- Ergänzungen erforderlich!
relative
Berücksichtigung von Nachhaltigkeitsaspekten Handlungsbedarf
X
orizont mittel-langfristig nom. log. kult. gral
19 Maklerbüro
Entscheidungsbeteiligung X
1.3
Akteure
X
in der Ausbildung eher niedrig eher hoch 3.5
Charakteristik dynamisch eher hoch 20 Bauaufsichtsbehörde, Kommune Anlässe X Allgemeine Anwendung X
in der Weiterbildung hoch 21 Presse & Medien mäßig Wohnungsunternehmen
* X
Initiierung, Planung. Managementinstrument zur Analyse X eines Unternehmens
Immobilienfonds * Instandhaltung, Sanierung. und Ableitung strategischer Entscheidungen. Ziel ist es,
NUTZER
X
1.5 Ökonomie -MOTIVATION- Ökologie -MOTIVATION- Soziokulturell -MOTIVATION-
sionale 22 Industrie und Gewerbe X X X X X X * x
Bedarfsgetrieb. Adaption Handlungsanweisungen X bestmöglichen Kombination von
zur
igkeit:
2 3 4 2.3 * Adaption Wirtschaftlichk. Anlagealternativen zur Bildung eines optimalen Portfolios zu
vergleichbare Berufsgruppen Akteur
Ökonomie -EINFLUSS- Ökologie -EINFLUSS- Soziokulturell -EINFLUSS-
X X X X X X X X geben. X X
Indivi-
duen
and) 23 Privathaushalt * Exit, Abbruch, Insolvenz.
3 4 Bauingenieur
2 Innenarchitekt Planungsbüro Facility Manager
Fachingenieur Ga/La-Architekt Wohnungsbauunternehmen 3.6
1. Rechtsvorschriften/
nverwendung Umweltverträglichkeitsprüfung, Wärme-/Schallschutznachweis, Bedarfsplanung, Ökobilanz,
Städteplaner LEGENDE: X
Wertermittler, Sachverst. Initialrolle des Akteurs Normen
tigkeitsrelevant) Kosten-/Nutzenanalyse
Schlüsselakteur
2.4 * Klären der Aufgabenstellung: Bauherrenwünsche, Bedarf, Qualität, Architektur, Budget,
1. Tätigkeitsfelder
1.6 Restriktionen 3.7
d übliche Abschlüsse 2. Anwendung im * Analyse und Neubewertung des Immobilienbestandes eines Unternehmens.
* Prüfen der baurechtlichen Machbarkeit. Alternativenbildung zur Materialwahl, Beratung
profile of profession 6
Lebenszyklus * Bewertung der Rentabilität von Sanierungs- und Modernisierungsmaßnahmen.
actor's profile profile of method
4 5
Innenarchitekt Diplomingenieur Uni des Bauherrn zum Leistungsumfang.
* Entscheidungshilfe bei Investitionen zum Kauf oder Neubau eines Objektes.
nieur Ga/La-Architekt Diplomingenieur FH * Planung des Gebäudes, Abstimmung mit anderen Berufsgruppen und Akteuren. Beratung
des Bauherrn zur Beauftragung von Sachverständigen, Beratern etc. * Unterstützung bei Verkaufsentscheidungen.
ner Bauingenieur Master
* Einholen der Baugenehmigung. Ausschreibung, Auftragsvergabe in Vertretung des * Grundlage für strategische Entscheidungen des Managements eines Unternehmens.
1.7 Bauherrn, Rechnungsprüfung, Budgetüberwachung. * Abschätzung von Risiko und Ertrag einer Investition.
* Eruierung des Bedarfs und der Zielvorstellungen des Bauherrn zur geplanten Nutzung.
en & Rollen * Bauleitung und Bauüberwachung, technische Bauabnahme, Steuerung der Ausführenden.
Beratung zur Ausstattung, Material-/Gerätewahl.
* Zusammentragung von Rahmenbedingungen: städtebauliche Situation, technische Dokumentation. Veranlassung der Mängelbeseitigung.
Machbarkeit, baurechtliche Beschränkungen, wirtschaftliche Grenzen. * Ggf. vertiefende Beratung des Bauherrn in Sachen: Fördermittel, optimale techn. Spezielle Rechen-
Gebäudenutzung, Energieeinsparung, Änderungs-/Umbaupotenziale.
* Planung, Bauüberwachung, Kostencontrolling. Veranlassung von Mängelbeseitigung in der
3.
verfahren des
recommendation of 3.8 * Marktwachstum-Marktanteil-Portfolio der Boston Consulting Group
* Marktattraktivitäts-Wettbewerbsvorteil-Portfolio von McKinsey
Instruments
Gewährleistungszeit.
2
Rahmensetzende 2.5 * Staatliche Hochschulen, Universitäten
* Koordination der Hersteller des Objektes, Ablaufplanung+Timing. Vermittlung zwischen
training modules * Portfoliotheorie nach Harry M. Markowitz
Institutionen * Akkreditierungsverbund für Studiengänge der Architektur und Planung (ASAP)
Bauherrn und Ausführenden.
(BAK)
* Verbände der Architektenkammern der Länder und der BundesarchitektenkammerAnwender (Beispiele) 3.9 * Management bzw. Berater des Managements (z.B. Witschaftsprüfer) einer Non-
* Zwei- und dreidimensionale Darstellung und Beschreibung der Planung. Dokumentation 4.
des Bauablaufs.
* Bundesverband der Freien Berufe (BFB) SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
Property-Company
* Bund Deutscher Baumeister, Architekten und Ingenieure (BDB) * Unternehmensberatung
7 Analysis of Key Actors and their Requirements for Training Modules
* Einholen und Verarbeiten von speziellen Fachinformationen, ggf. von Projektpartnern.
Beibringung gesetzlicher Nachweise und Berechnungen.
* Vereinigung Freischaffender Architekten Deutschlands e.V. (VFA)
* Verband Deutscher Architekten- und Ingenieurvereine e.V. (DAI)
* Investoren
Characterization
What is a Key Actor ?
?
This team holds the opinion that key actors are classified by a high exertion of
influence – especially in indicatory situations within a building's lifecycle –
as there is:
competence of deciding, and
frequency of deciding
In particular there are the following 3 dimensions of sustainability affected:
economical sustainability, ecological sustainability and social
sustainability.
Key actors acquired special knowledge and certain skills to control buildings
during sustainable planning, construction and operating.
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
8 Analysis of Key Actors and their Requirements for Training Modules
Analyzing the Actors' Network
Example:
market
usr Planning a shopping-centre initiated by
a real estate fund.
agt
con
dev app
fnd real estate fund
dev developer
arh
fnd bnk arh architect
sec sectoral planner
sec fam
man building materials manufacturer
bnk bank
man ECC energy- / construction consultant
med
app valuation professional / appraiser
ECC
agt estate agent
con building control authority
med press & media
period in lifecycle: planning
usr user
fam facility manager
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
9 Analysis of Key Actors and their Requirements for Training Modules
Selection of Key-Actors
K E Y - A C T O R S in the construction and real estate business
housing association energy- / construction consultant
real estate fund valuation professional /appraiser
building promoter / builder
estate agent
developer
architect / planner chimney sweeper
sectoral planner / civil engineer
energy consumption service
craftsmen supplier / disposer (water, energy,
building contractor waste)
building materials manufacturer building control authority
bank press & media
insurance company
industry & trade (user)
facility management private household (user)
property management
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
10 Analysis of Key Actors and their Requirements for Training Modules
Results & Recommendation
actors housing real estate developer planner bank
profession association fund
architect demand analysis, tender tender
tender
MBA real demand analysis, portfolio analysis, demand analysis,
estate life cycle assess. life cycle assess. life cycle assess.
clerk investment. appr. investment appr.,
property rating
economist portfolio analysis, portfolio analysis, investment appr., investment appr.,
investment appr. investment appr. life cycle assess. property rating
surveyor property rating, property rating,
life cycle assess. life cycle assess.
members of staff with the same education are detected in different groups of
actors
for decision-making identical methods & means are applied by different actors
training modules should primarily focus on sustainability aspects in
methods & means
SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE
11 Analysis of Key Actors and their Requirements for Training Modules
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