SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE Analysis of Key Actors and their Requirements for Training Modules Analysis of Key Actors and their Requirements for Training Modules The 3rd ERES Education Seminar ESSEC Business School – Paris December 7-8th, 2007 Continuing the Building Quality Dialogue – Developing Training Modules on Sustainable Construction to Support the Further Education of Stakeholders in the Construction Sector Thomas Lützkendorf & Daniela Busse DEPARTMENT OF ECONOMICS & BUSINESS ENGINEERING fundet by: KARLSRUHE UNIVERSITY

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 2 Analysis of Key Actors and their Requirements for Training Modules … 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 /engineersbusiness engineers investment/financereal estate management sustainability

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 3 Analysis of Key Actors and their Requirements for Training Modules … what we stand for Design related contentsBasics / Assessment methods Energy efficient design Design for environment Low energy house / Passive house Solar energy use (active/passive) Rainwater use Green roof Selection of building materials Selection of heating systems Design for deconstruction User-oriented design Design for senior citizens Sustainability basics Energy demand calculation Life-cycle assessment (LCA) Assessment of surface areas / Ecological footprint Assessment of environmental risks Assessment of health risks Analysis of user requirements Assessment of user satisfaction / Post occupancy evaluation (POE) Life-cycle costing (LCC) Property rating 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.

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 4 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 5 Analysis of Key Actors and their Requirements for Training Modules Scheme / Overview cause technique economical X ecological X social side actor(s) playing the role as... main actor(s) playing the role as... cause during lifecycle reaction to cause cause set-up of actors => network decision Sustain- ability taking an influence on sustainability (3 dimensions) cause role 2 side actor role 3 side actor role 4 side actor role 5 side actor main actor methods & means affecting sustainability role 1

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 6 Analysis of Key Actors and their Requirements for Training Modules Preconditions for Starting off Activeness actor A roleaction methods & means job profile/ education aims/interests cause environment (model) decision e.g. site/location kind-of-use financing rent merchandising maintenance strat. e.g. owner investor planner seller/buyer advisor lessor/tenant e.g. planning construction operation management refurbishment redevelopment e.g. tender portfolio analysis land use planning property rating investment apprais. life cycle assessm.

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 7 Analysis of Key Actors and their Requirements for Training Modules profile of method Concept lifecycle causes decisions actors, stakeholders lifecycle causes decisions actors, stakeholders identifying key actors real estate fund developer bank user identifying key actors real estate fund developer bank user actor's profile profile of profession recommendation of training modules second phase: developing training modules lifecycle role planner architect portfolio anal 6 actor

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 8 Analysis of Key Actors and their Requirements for Training Modules Characterization competence of deciding, and frequency of deciding ? What is a Key Actor ? 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. 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:

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 9 Analysis of Key Actors and their Requirements for Training Modules Analyzing the Actors' Network Example: Planning a shopping-centre initiated by a real estate fund. fndreal estate fund devdeveloper arharchitect secsectoral planner manbuilding materials manufacturer bnkbank ECCenergy- / construction consultant appvaluation professional / appraiser agtestate agent conbuilding control authority medpress & media usruser fam facility manager bnk med dev arh usr agt market sec fam ECC man app con fnd period in lifecycle: planning

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 10 Analysis of Key Actors and their Requirements for Training Modules Selection of Key-Actors  housing association  real estate fund  building promoter / builder  developer  architect / planner  sectoral planner / civil engineer  craftsmen  building contractor  building materials manufacturer  bank  insurance company  facility management  property management  energy- / construction consultant  valuation professional /appraiser  estate agent  chimney sweeper  energy consumption service  supplier / disposer (water, energy, waste)  building control authority  press & media  industry & trade (user)  private household (user) K E Y - A C T O R S in the construction and real estate business

SUSTAINABLE MANAGEMENT OF HOUSING AND REAL ESTATE 11 Analysis of Key Actors and their Requirements for Training Modules Results & Recommendation actors profession housing association real estate fund developerplannerbank architect demand analysis, tender tender MBA real estate demand analysis, life cycle assess. portfolio analysis, life cycle assess. demand analysis, life cycle assess. clerk investment. appr.investment appr., property rating economist portfolio analysis, investment appr. investment appr., life cycle assess. investment appr., property rating surveyor property rating, 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