Shared Evaluation Walk
Report Template
Updated 06/2022
| Program and People Location and size, how spaces are used, �social interaction, security and management | Environment Quality Perception of noise, odors, light, views, privacy, windows, air flow, ventilation, thermal comfort | Usability & Maintenance Usability and maintenance of equipment, systems, products and finishes. Operator changes, actions |
OFFICE SUITE | Sufficiency of break, storage and conference amenities, perceived safety, ease of access control, resident accessibility | Ability to control visibility while maintaining daylight, solar radiation and glare, thermal comfort, air quality, acoustic control | HVAC system legibility and serviceability. Thermostats and switches. Flooring and furniture/casework quality |
COMMUNITY ROOM | Management of access and openness, especially connection to adjacent spaces. How room is used, unplanned uses. Kitchen | Perceived daylight and openness/biophilic design | HVAC system legibility and serviceability. Thermostats and switches. Flooring and furniture/casework quality |
LAUNDRY ROOM | Sufficiency of space, number of appliances and amenities (seating, folding), success of programmatic adjacencies | Air quality, smells and sound. Sound transmission to units. Is it a pleasant room to spend time in? | Air filtration, plumbing and venting issues, serviceability |
OTHER AMENITY SPACES �(e.g. fitness, computer) | How well spaces used, unexpected uses, success of programmatic adjacencies | Acoustics, lighting, view, ventilation and thermal control appropriate to the program and adjacent spaces | |
OPEN SPACE | Management of access, security. How well spaces are used for intended function (ie play area), unexpected functions. | Sound (noise, pleasant sounds). Heat, shade, brightness and visual comfort (reflectivity of surfaces). Breeze/wind control. | State of planting, durability of furnishings and play equipment and surfacing. Use and usability of irrigation control system |
ENTRY AND LOBBY | Feeling of welcoming, access and architectural wayfinding. Social function of mail and informal gathering spaces | Air quality, thermal and lighting dynamics. Decompression, feeling of arrival, biophilic design | Effectiveness of daylighting and occupancy controls. Noting lighting, fans, and conditioning equipment that is loud, operating when it doesn’t need to be. Floor and wall finishes, retrofit history. Other cleaning/maintenance issues. Elevator maintenance and weather protection. |
STAIRS & ELEVATOR | Use of main/open stairs including sightlines/welcoming. Security of exit-only stairs. | Air quality, smells, light quality. | |
CORRIDORS | Corridor width and blind corners. Ease of wayfinding, length, interruption, inhabitation of entries. Unplanned uses of landings | Wind, sun, rain in open corridors. Air quality, smells and light quality in enclosed corridors. Acoustic quality | |
DWELLING UNITS | Space flow/ circulation efficiency and furnishability, feeling of entry, storage sufficiency for cleaning and non-everyday items, pantry storage, kitchen accessibility, trash, ceiling height | Visual comfort and daylighting, acoustic control, equipment noise, solar radiation, effectiveness of window treatments, artificial lighting quality. Evidence of indoor pollutant management | HVAC system legibility and serviceability. Thermostats and switches. Flooring and casework quality, retrofit history, findings of recent needs assessments. Appliance quality |
TRASH ROOMS | Location of trash rooms, collection plan. Ease of access, legibility, sufficiency for type of waste (cardboard, compost) | Cleanliness, products used | Ventilation, occupancy control of lighting and fans |
GARAGE | Layout, maneuvering ability including ceiling height. Perceived safety and sightlines, access control. | | Occupancy control of lighting and fans. Functionality and durability of parking lifts and garage door |
CENTRAL SYSTEMS�(hot water plant, RTUs, PV) | Utilization of roof for PV, other equipment and program | | Recurring or major O&M issues. Filter access, replacement history, vendor responsiveness. Control practices. BMS data |
MAINTENANCE OFFICE / WORKSHOP | Storage sufficiency, layout efficiency, access | Inhabitability of space for facilities manager: air quality, light, view | Occupancy control of lighting and fans, durability of finishes |
OTHER SERVICE AREAS �(e.g. bikes, IDF, storage) | Sufficiency of space, pattern of usage and access issues for bike and storage rooms | |
S.E.W.�Updated 11/2021
OFFICE AREAS
COMMUNITY SPACES
OUTDOOR
CIRCULATION SPACES
DWELLING UNITS
SERVING SPACES
Hero image of project
S.E.W.�Updated 11/2021
Name of Building
Name of Client
Shared Evaluation Walk Report
XX/XX/XXXX�
Project description including number of units, resident population, type of ground floor/non-residential program
TIME OF VISIT
10:30am – 1:00pm�
WEATHER
Sunny, 75 H/63 L, wind 4 mph
IN ATTENDANCE
Name, Name of business
Name, Name of business
Name, Name of business
Name, Name of business
Name, Name of business
Name, Name of business
Name, Name of business
Name, Name of business
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Callout annotation
Or call out this way
You might have a slide entirely about space function...
...Or you can combine brief observations about multiple aspects onto one slide per space
Name of building, Name of client
Align color bar with matrix by space type
S.E.W.�Updated 11/2021
NAME OF SPACE
Shared Evaluation Walk
Example Report Sheets
S.E.W.�Updated 11/2021
Armstrong Senior Housing
Bridge Housing
Shared Evaluation Walk Report
7/13/2016�
Located in San Francisco’s Bayview District, this project supports 116 1-bedroom homes for low-income seniors. Ground floor area includes 7500 SF of retail, and a small structured parking garage.
TIME OF VISIT
10:30am – 1:00pm�
WEATHER
Sunny, 75 H/63 L, wind 4 mph
IN ATTENDANCE
Daniel Simons, DBA, Principal
Katie Ackerly, DBA, Sustainability Lead
Caroline Souza, DBA, Designer
Sameena Sitabkhan, DBA, Project Architect
Mitchell Crispel, BRIDGE, Project Manager
Christian Wiedel, BRIDGE, Dir. Property Mgmt
Shirley Sedillo, BRIDGE, Property Manager
Wesley Finney, BRIDGE, Building Operator
S.E.W.�Updated 11/2021
OFFICE SUITE
Armstrong Senior Housing, BRIDGE Housing
Front desk is tucked back behind the PM office – PM has the first line of sight. this should be reversed.
Maintenance and service offices are on upper floors.
Maintenance should be on the ground floor near management�
The main space needs are a long counter/shared work space and separate room that can be used for counseling either one-on-one or a family.
The program/event storage room adjacent to the community kitchen was converted into a “lockable” kitchen – it works well for this purpose�
Offices have no “slack” space for unforeseen storage/ staging needs.
S.E.W.�Updated 11/2021
The community room configuration is very successful and gets a lot of use – it is very versatile for a range of programs. Adjacency and access to the street, to the courtyard, and through the central corridor are all successful features/ideas.
Daylighting is well done, very high quality light.
The room stays cool – it is well sheltered by overhangs, planted trellis, and adjacent building; it is well buffered by the concrete mass.
HVAC is not humming – It seems manually controlled, which allows it to operate fairly passively.
COMMUNITY ROOM
Armstrong Senior Housing, BRIDGE Housing
S.E.W.�Updated 11/2021
GENERAL: RESIDENT COMMUNITY
Most residents are very active. Older ones who do not feel safe leaving their room often exercise in the hallways, which are long and form a loop.
“We have the best residents….we have a community” ��Residents look after each other, active in reporting observations and issues to property management
The residents and broader community love the building. They get younger community members wanting to live in the building all the time.
OK to create new sheets - this property manager offered important background about the general health of the community in this project.
Mabuhay Court, BRIDGE Housing
S.E.W.�Updated 11/2021