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Design Strategies To Increase Building Flexibility
Design Strategies To Increase Building Flexibility
To cite this article: E. Sarah Slaughter (2001) Design strategies to increase building flexibility, Building
Research & Information, 29:3, 208-217, DOI: 10.1080/09613210010027693
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Building Research & Information (2001) 29(3), 208–217
E. Sarah Slaughter
MOCA Systems, One Gateway Center, Suite 808, Newton, MA 02458, USA
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As the needs of owners and occupants change, buildings must be frequently renovated, resulting in signi cant cost and lost
use of the buildings during the construction. This research develops a systematic approach to examine the nature of
changes that can be expected to occur in built facilities, and analyses speci c design strategies that can signi cantly increase
the building exibility, or ability to accommodate change. The three types of changes in a building are in its functions, the
capacity of its systems, and the ow of the environment and people within and around the facility. Analysis of renovation
projects reveals that buildings require more changes to all systems (i.e. structure, enclosure, services and interior nish) than
is commonly assumed, and that the dif culty of these renovations is determined by the inter-relationships among the
systems. The design strategies can provide a speci c means to modify these interactions among the systems, and to more
easily and ef ciently accommodate changes during subsequent renovations. These design strategies increase the initial
construction cost by less than 2% on average and usually decrease the original construction duration, and the majority of
the strategies provide cost savings of 2% of the initial construction cost within the rst renovation.
Keywords: adaptation, change, design strategies, facility management, exibility, obsolescence, renovation, rehabilitation
Avec l’évolution des besoins des propriétaires et des occupants, les bâtiments doivent être rénovés fréquemment, ce qui est à
la fois une source de dépenses importantes et une perte d’usage pendant les travaux. La présente étude propose une
approche systématique visant à examiner la nature des changements dont on peut s’attendre à ce qu’ils se produisent dans
les parties déjà construites et à analyser des stratégies de conception propres à augmenter sensiblement la souplesse
d’exploitation des bâtiments ou leur aptitude à s’adapter à des changements. Les trois types de changements pouvant
affecter un bâtiment sont ses fonctions propres, la capacité de ses systèmes et l’environnement ainsi que le ux des
personnes à l’intérieur et autour du bâtiment. L’analyse de projets de rénovation fait apparaître que les bâtiments
nécessitent davantage de changements de tous les systèmes (c’est à dire, structures, enceintes, services et nition intérieure)
qu’on ne l’imagine généralement et que la dif culté de ces rénovations est liée aux interconnexions entre les systèmes.
Les stratégies de conception peuvent constituer un instrument spéci que à utiliser pour modi er ces interconnexions
entre systèmes et pour faire acceptor plus facilement et avec davantage d’ef cacité les changements pendant les travaux
de rénovation ultérieurs. Avec de telles stratégies, l’augmentation du coût initial de la construction ne dépasse pas 2% en
moyenne et la durée des travaux se trouve réduite; dans l’ensemble, ces solutions permettent de réaliser des économies de
2% sur le coût initial de la construction lors de la première rénovation.
Mots clés: adaptation, changement, stratégies de conception, gestion des installations, souplesse, obsolescence, rénovation,
réhabilitation
Introduction life, since a facility that prematurely reaches the end of its
The longevity and potential obsolescence of built facilities is useful life reduces the effective time period over which
a concern for all owners, from large corporations to govern- bene ts could be obtained, and increases the effective cost of
ment agencies to homeowners, as well as to the occupants demolition and waste disposal, thereby reducing the return
and users of these facilities. The usefulness of these facilities on the initial investment. Increasing the functional life of a
is often compromised by their inability to accommodate facility through attention to the capacity of the original
changes over time. It is not economical or resource ef cient design and constructed systems to easily, quickly, and
to design and build facilities that have only a short functional inexpensively accommodate change over the full life of the
Building Research & Information ISSN 0961-3218 print/ISSN 1466-4321 online © 2001 Taylor & Francis Ltd
http://www.tandf.co.uk/journals
DOI: 10.1080/09613210010027693
Design strategies to increase building ¯ exibility
facility can improve the value of the facility to the owner The evaluation of the relative costs and bene ts from the
and reduce disruptions and downtime for the occupants speci c design strategies are analysed using common
(Figure 1). methodological approaches, and building on recent empirical
work. Life cycle cost analyses can provide an initial basis
This research addresses this concern through a theoretical for understanding the immediate and long-term bene ts
approach to the nature of change in built facilities, and an from increasing the capacity to accommodate change
empirical analysis of change implementation in existing (Dell’Isola and Kirk, 1983; Riggs and Jones, 1990; Neely and
buildings. In addition, the research analyses speci c design Neathammer, 1991; Bull, 1993). For example, life cycle data
strategies used on particular projects that can decrease the for bridges have been incorporated into proactive bridge
time and cost required to incorporate new components and management programmes that seek to extend the useful life
systems into a building to meet new or changed requirements of existing bridges. An emerging issue in life cycle costing
(Maury, 1999; Keymer, 2000). approaches is the need to address signi cant changes that
occur over the time period, such as in loads, conditions or
Several studies have examined and characterized the general usage.
interactions among the systems and their components
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Figure 1 Expected life cycle of facilities and potential impact of design to accommodate change
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Slaughter
Types of facility changes as a whole increase (rather than the upgrading of the
This research develops the concept that, during the life systems, which is limited to the systems themselves), and new
of a facility, three general types of changes can be expected systems or components often must be incorporated within
to occur, in function, capacity and ow (Table 1). These the facility to meet these new facility requirements.
changes can be seen as exogenous to the facility itself,
responding to either the owner’s objectives or the A facility may also be modi ed to achieve a wholly different
expected facility usage. (Endogenous changes would include set of objectives than those for which it was originally
corrosion, deterioration, and other factors inherent in the designed and built. The expected performance levels for a
components and systems and their environment, and are change in usage class may differ signi cantly from the
excluded from this analysis.) original requirements, and the new functions would not be
expected to be present in the facility as originally conceived.
For example, when an of ce building is converted into a
Change in function residential unit, the facility’s systems must be modi ed to
accommodate the change in usage class, which includes such
A function is de ned as the set of activities or components
new functions as cooking, bathing and sleeping (Gann and
to achieve a speci c objective. Functions can be performed
Barlow, 1996).
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Function Upgrade existing functions Higher performance levels that require different components/
processes
Incorporate new functions New facility performance objectives that require new components/
systems
Modify for different functions Different objectives from change in usage class that require different
components/systems/processes
Capacity Change loads/ conditions Higher expected performance under speci® c load conditions
Change volume Increased requirements for operable space per usage class
Flow Change in environmental ¯ ows Higher/different performance requirements for internal or surrounding
environmental conditions
Change in ¯ ow of people/things Different performance requirements for passage, movement or
organization of people/things within/into facility
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Design strategies to increase building ¯ exibility
services required by new production machinery, or an of ce the owner’s perception of the adequacy of the building. For
building may add a oor. instance, lighting within a room spatially interacts with
interior surface nishes differently for work at a desk with
paper and work at a table with a computer.
Change in ow
Flows are de ned as the movements within and around a The three major types of change (function, capacity and
building relating to the surrounding environment and its ow) and the interactions among systems provide a frame-
usage population. Changes in the environmental ows can be work in which to analyse the capacity of a facility to meet
in response to the climatic or physical environmental con- the performance requirements with respect to the value-
ditions within a facility, or between the facility and its added activities performed within or through the facility. The
environment. For example, replacing xed pane windows change types capture different attributes related to the
with operable windows changes the environmental ows. owner’s performance expectations, the built environment, and
These environmental ows relate to the movement of air, the current approaches to meet those requirements. Using the
light, and sound with respect to the interaction with the built building systems, their interactions, and the types of changes
environment. over time, the research develops a systematic methodology
through which to analyse speci c strategies to accommodate
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Changes in the ow of people or things can occur in required function, capacity, and ow changes over time.
response to process or organizational changes by the
occupant. For example, when a company expands to include
two contiguous oors, it may wish to install an interior Methodology
staircase to improve the movement of people within its of ce The empirical research on the renovation of existing facilities
space. These ows represent the usage patterns of the facility and the speci c design strategies is based on data collected
as a whole, and are often used to evaluate the facility’s value from the owners, facilities managers, construction managers,
with respect to its expected and actual effective space architects, engineers and contractors involved in the projects.
utilization. Detailed information was collected for 48 recent building
projects in the US (Maury, 1999; Keymer, 2000) (Table 2).
The speci c data for each building include a technical
Building system interactions description of the existing systems and components and the
The systems within a building can interact through various date they were installed, the extent of current renovation
mechanisms, and the nature of these interactions and the activities, and the design strategies employed to speci cally
systems themselves in uence the exibility of the building accommodate future changes in the components and
to respond to the different types of changes. The system systems. In addition, 37 speci c design strategies were
interactions can be grouped into three general categories: identi ed that have been used in actual buildings to accom-
physical, functional and spatial interaction. Physical modate expected changes (Keymer, 2000). The detailed data
interactions among building systems can be through a were collected through in-depth personal interviews and
connection, intersection or adjacency. For instance, a roof supplemented through publications, project documentation,
element can be mechanically connected to the structure, and site visits.
interleaved through the structural elements, or simply rest
upon the structure. These interactions are often easiest to The costs for the initial construction, operations and main-
identify and verify through direct observation, both during tenance, and renovation were estimated for each design
design and construction, and during the operational life. strategy by examining the speci c time and resources
required to incorporate the design strategy into the base
Second, systems can functionally interact. The interaction building and to accommodate the changes during subsequent
can enhance current functions, such as when an exterior wall renovations. The base building used for these calculations is
panel provides additional shear capacity to a framing system. an of ce building constructed in Cambridge, MA, in 1998,
Interactions can also complement current functions (e.g.
natural light sources can complement arti cial lighting Table 2 Sample of projects by current usage class
systems) but they can also degrade current functions, such as
when open windows degrade the performance of the heating
system. Often functional interactions may be dif cult to Building usage Sample num ber Percent
trace and analyse, particularly for complex systems and Industrial 4 8%
conditions. Retail 3 6%
Of® ce 21 44%
Third, systems can interact spatially, operating independ- R&D 6 12%
ently but within the same room, for instance. The provision Institutional 11 23%
of the systems (through the components) within the spatial Residential 3 6%
region provides a usage interaction that may not be physic- Total 48 100%
ally or functionally de ned, but can be most important for
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Slaughter
which is 5 stories, 11 566 M2 (124 500 SF ), with a 5 by 7 bay accommodate changes in the building’s functions, capacity,
oorplate. Actual cost data was obtained from the building or ows.
developer. The initial cost for each design strategy includes
the material/component cost (as estimated through manu-
facturer or public source prices), the cost of resources Renovation to accommodate change
(standard or specialized) required to incorporate the strategy, Analysis of changes accommodated in renovation reveals
and other related costs, such as modi cations to other several speci c trends (Maury, 1999). First, the buildings
systems. The analysis approach is similar to that employed required more change to all four systems (structural, exterior
to estimate the time, cost and worker safety impacts of enclosure, services, and interior nish) than is usually pre-
design and construction innovations (Slaughter, 1999), which dicted in the literature (Table 3). The nature and extent of
focuses on the speci c tasks required to transform and the changes differed signi cantly by whether the facility
aggregate detailed physical components into the completed remained in the same usage class or changed to a new usage
facility. occupancy type (Figure 2). Changes in the usage class, such
as converting a warehouse into an of ce building or a school
building into apartments, signi cantly alters the set of facil-
Results
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Design strategies to increase building ¯ exibility
accommodate change, implementing speci c design strategies on particular projects. A design approach can be de ned as
for these systems could signi cantly alter the resources a goal or set of goals that a facility design should meet. A
expended to incorporate changes within existing facilities, design strategy, on the other hand, is a speci c means to
and thereby increase the value of these facilities. accomplish an objective or set of objectives. Analysis of these
general approaches and the speci c strategies can reveal the
The types of changes required for the renovation of buildings potential impacts from improving building exibility, and
for same and different usage classes reveals the areas that speci cally increasing its capacity to accommodate change,
have the strongest potential to increase the buildings’ including their impact on initial and lifecycle costs.
long-term value. These results con rm that building renov-
ation for the same usage class primarily accommodates
higher performance requirements for the systems (Table 4). General design approaches
In addition, approximately one third of the sample increased Current thinking about the means to increase facility ex-
the building volume to meet new space requirements. In ibility can be grouped into three general design approaches.
contrast, renovation for a different usage class required The rst approach generally focuses on physically separating
signi cant incorporation of new components, systems and the major building systems (and their sub-systems) so that
processes to meet the different performance objectives, with
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Table 4 Proportion of renovated facilities that experienced change by categories for same and
different usage classes
Change type Change category Same usage class Different usage class
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Slaughter
Table 5 Initial cost and renovation cost impacts for design strategies
Square metre Square foot % Building cost Square metre Square foot % Building c ost
Note: Calculated from the base building with total construction cost at $8.64 M 2 ($93/SF); 1 Cost savings = (renovation cost without strategy ±
renovation cost with strategy) ± initial cost of strategy.
Source: (Keymer, 2000)
the strategies was an increase of between 1 and 2% of total Table 6 Clusters of design strategies
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To explore the nature of the strategies in more detail, the 37 Several design strategies focus speci cally on reducing the
design strategies are grouped into 10 clusters (Table 6). These intra-system interactions. For these strategies, a critical
clusters expand further the general objectives described in region in which change occurs is within a system, and
the design approaches, and can provide an organizing particularly among the contiguous components in a system.
context for speci c examples of design strategies and their For example, a modular block partition wall provides the
functional and economic performance, analysed in the opportunity to easily move the doorway and adjacent
context of the representative base building. transparent panels through simply re-arranging the blocks,
rather than tearing down the wall. These strategies primarily
The strategies in the cluster that reduce inter-system focus on simplifying the connections between the compon-
interactions often rely on the use of speci c components to ents, and often require special units. The average initial cost
reduce the interdependency with other systems to improve increase is only 1% on average, and these strategies provide
214
Design strategies to increase building ¯ exibility
a signi cant decrease in the downtime for implementing the example, placing the electrical wiring within a hollow
changes, resulting in an overall cost saving. baseboard provides a speci c zone for the location of and
access to these components and systems. While some of
Interchangeable system components can provide economies these strategies employ special components, the average cost
both in ordering materials and in their placement and increase for these strategies is generally small (i.e. 1%), and
replacement during change implementation. These modular most of the strategies provide immediate savings (i.e. lowered
components may aggregate several smaller units together, renovation costs in excess of initial cost increase for rst
such as a raised panelized oor with data interface boxes renovation). These strategies decrease the downtime required
attached to selected panels, with movement of the special to implement the changes, and also increase access for
panels thereby relocating the boxes (Keymer, 2000). The operations and maintenance activities.
majority of these strategies requires special components and
therefore may involve procurement concerns, and can A related set of design strategies focuses on increasing the
increase the initial building cost by 3% on average. In physical proximity of the access points of speci c systems, to
addition, almost all of these strategies require an irrevocable reduce the need for signi cant renovations when the location
commitment to the system for the functional life of the of work spaces or ows of people or activities change. In one
building, where it would be almost impossible to extract facility, for example, the telecommunications and power
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the speci c system and be able to continue operations systems were set out in a grid below the suspended oor so
within the building. However, these strategies do provide the access points could be easily repositioned when the walls
signi cantly improved access for operations and maintenance of the of ces were changed without signi cant renovation
activities, and greatly simplify renovation construction and activities. These strategies can be implemented using
shorten its downtime. Overall, almost all of these strategies standard materials and methods, and have little impact on
provide cost savings, although some do not appear to offer the initial cost, providing signi cant cost savings in the
suf cient savings to justify the initial expenditure unless the immediate term through reducing renovation costs and
effected space is renovated several times to accommodate downtime.
frequent changes.
Design strategies that improve the ow of people or things
A different means of achieving exibility is to increase the throughout a space can accommodate change through the
predictability of the layout of a system and its components, strategic location of speci c system components. These
particularly for those elements that are physically interwoven system con gurations can accommodate many different
with or hidden by other units. For the strategies in this arrangements of inter-related systems. While these strategies
cluster, the regularity of the physical layout can provide can generally be implemented easily during design and
critical signals to reduce the duration and extent of require no special components, they do require an irrevocable
demolition to nd the required components. For instance, commitment to the strategy, where the system layout cannot
locating critical service risers at the columns can reduce the be changed without signi cant basic alteration of the whole
uncertainty associated with modi cations to the capacity of facility. For example, the building cores (e.g. utility risers and
the service systems or the location of their access points. In elevators) can be placed at either end of the building to open
general, these strategies are easy to achieve, and require no the centre of the oor plate as useable space. The impact of
increase in the initial building cost, and can be implemented these strategies on initial and renovation costs is dif cult to
using standard building systems and methods. However, the calculate since those costs are determined by the size and
predictability of the system location does not necessarily complexity of the complete facility and so cannot be de ned
increase access for operations and maintenance (for example, in the general case.
the service risers may still be behind the interior material),
and the level of savings for these strategies are in general Certain strategies explicitly consider expediting future
fairly small. construction activities. The strategy clusters of phased
installation and simpli ed demolition incorporate physical
In contrast, several strategies speci cally focus on improving components or systems during the initial construction that
the physical access to systems and components for change are explicitly designed to accommodate either growth in a
implementation. While several of these strategies use special speci c system (e.g. later structural addition) or the removal
components, the overall impacts of these strategies is only a of all or a portion of a system. These strategies can be
small increase (approximately 1%) in the initial construction easily implemented using standard components, systems and
cost, and the majority of these strategies provided direct cost methods, and their initial cost impact is often very small,
savings as well as signi cantly shortening the downtime for while they signi cantly reduce downtime for subsequent con-
the change implementation. For example, one strategy uses struction activities. Indeed, these strategies can make certain
demountable drywall panels that provide easy access to the usage class changes feasible that would otherwise be cost
electrical wiring within the wall cavity. prohibitive or impossible.
Another means of achieving exibility is to create speci c The design strategies can improve the long-term value of
zones for each particular system, and to keep those areas or the facility through reducing the time and cost required to
volumes free from other components and systems. For renovate the building to incorporate changes. These design
215
Slaughter
Riggs, J.L. and Jones, D. (1990) Flowgraph representation Slaughter, E.S. (1999) Assessment of construction processes
of life cycle cost methodology: a new perspective for and innovations through simulation. Construction
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Management, 37(2), 147–52. Slaughter, E.S., Pessiki, S. and Sause, R. (1997) Precast
Rush, R.D. (1986) The Building Systems Integration concrete oor framing systems to accommodate
Handbook, American Institute of Architects and nonstructural requirements. Journal of Architectural
Butterworth-Heinemann, Boston. Engineering, 3(3), 109–17.
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