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This paper uses a probit model to analyse 100 observations in terms of three hypotheses about the formation of owners’ corporations in high‐density private housing estates in Hong Kong within the context of Mancur Olson’s group theory. The findings do not reject the theory, revealing that it is more likely for an older urban estate with fewer owners to form owners’ corporations. The discussion includes a brief introduction to Olson’s group theory and the development of the probit analysis. Some speculative thoughts about public participation in local level urban management and planning are offered in the conclusion.

Mandating the use of building information modelling (BIM) in building projects has sprawled, but the uptake of BIM in building services engineering (BSE) remains sluggish. The purpose of this paper is to explore how to achieve wider adoption of BIM in BSE.

Through an extensive literature review, the benefits of, barriers to and measures conducive to, using BIM for BSE were identified and classified. Built upon the review and a focus group meeting, a questionnaire was devised for an industry-wide survey in Hong Kong and the survey data were processed by statistical analyses.

On the ranking of the benefits, strong agreements existed between the BSE and non-BSE respondent groups; yet no significant agreement was found between the two groups on the rankings of the barriers or the conducive measures. The top conducive measure, according to the BSE group, is “Allow enough time in project programme for BIM model development”.

The data collection and analysis methods of this study may be used for similar BIM studies in other places.

The priority of the conducive measures, which aid policy or decision makers in formulating how to get BIM effectively implemented in BSE, are useful information in the pursuit of a more productive and sustainable built environment.

This BIM study is specifically on BSE rather than the other disciplines (e.g. architecture, structural engineering) that have been widely studied.

This paper aims to review standards on or related to retro-commissioning (RCx) and policy measures that are applicable for fostering wider adoption of RCx in existing buildings. In addition to engendering broader polemic debate to address the respective gap in the prevailing body of green building knowledge, the research outcome signposts future directions of works required for developing the needed standard and policy.

Following an integrative review approach, RCx-related literature, statutes, publications of public and professional organizations and standards published by institutions including the International Organization for Standardization and other peer organizations in the USA, the UK, Canada and Germany were reviewed.

Cities such as Hong Kong and New York in the world’s two largest economies (China and the USA) have been proactive in the pursuit of energy-efficient buildings. Various US cities have imposed statutory requirements on RCx. The need for an international standard on RCx and a bespoke policy for driving the uptake of RCx was also identified.

Drawn from the research includes the need for further policy research studies to direct how an appropriate policy could be established to engender wider RCx adoption internationally.

Practical implications center on the identified need to develop a specific standard of RCx works. Making such a standard available to facilities management practitioners is pivotal to realizing the goal of green buildings.

This study provides new insights, especially the future directions in developing bespoke RCx standards and policy for greening the existing buildings.

This paper aims to understand the implication of night soil selling at the public toilets for the shared interests between colonial state and business in nineteenth-century Hong Kong. More specifically, this paper attempts to look at the ways the toilets were sustained by the sharing interests over night soil profits between state and business sector.

It is argued from the political economy perspective that the night soil profit determined the public toilet development.

The successful emergence of the modern state of colonies was generally attributed to colonial modernization, a force that was widely recognized for having introduced hygienic modernity. It was easily assumed that the public toilets would be provided by colonial government. Instead, sanitary problems during the early colonization of this colony were addressed by the privately-owned public pail toilets provided by big Chinese landowners through the selling of night soil. Based on this quasi-commercial mode, these toilets, which served as night soil collection points, were certainly inefficient; they however survived for half a century into the early twentieth century.

The paper challenges the long-established assumptions of binary relations and hierarchical public roles that put them into zero-sum competition of capacity. It rather argues that the interests aligned with each other.

The purpose of this paper (Part 1 of 2) is to classify and map, in a systematic manner and from a facilities management (FM) perspective, the performance indicators that are applicable to evaluating facilities operation and maintenance (O&M) in commercial buildings.

Forming part of a multi-stage research project, the applicable performance indicators that had been identified from an extensive literature review were consolidated and defined. Based on a phase-hierarchy (P-H) model – a fundamental classification framework comprising three phases of facilities services delivery and three hierarchical FM levels – the indicators were systematically classified, and a map showing their distribution along the phase and hierarchy dimensions was obtained.

The P-H model enabled systematic classification of the 71 applicable indicators. Mapping the indicators with the model showed that more indicators concern the input or output phase of facilities services delivery. Indicators at the strategic level, which have a wide span of control, are small in quantity, compared to the large number of indicators at the operational level.

The P-H model, which proves useful for classifying performance indicators for facilities in commercial buildings, may be applied to similar research on other types of buildings or infrastructures.

The method of classifying the performance indicators and the mapping result of the indicators are useful reference for different levels of FM practitioners.

This paper illustrates a novel attempt that made use of the P-H model to classify O&M performance indicators.

This paper aims to report on a study that aims to establish a list of systematically classified key performance indicators (KPIs) that are useful for hospital facilities management (FM).

A review of literature was conducted to identify indicators that are applicable to hospital FM. Each indicator was classified using a phase–hierarchy (P-H) model, which is a two-dimensional matrix comprising three phases (input, process and output) of facilities services delivery and three hierarchical FM levels (operational, tactical and strategic). The classified indicators were further shortlisted via a focus group study.

From the literature review, 61 indicators were identified as applicable to hospital FM. Most of the indicators, according to the P-H model, are for evaluating the FM input or output phase, at the strategic or tactical level. Further refinement and shortlisting of the indicators by the focus group experts resulted in 18 KPIs, which fall into 4 aspects: “physical”, “safety”, “environmental” and “financial”.

The study illustrates that the P-H model is useful for classifying the performance indicators systematically along the two fundamental FM dimensions – phase and hierarchy. Further research may use this model to classify performance indicators in other contexts.

The method of this study can be adapted for use in identifying, classifying and shortlisting FM performance indicators for other types of buildings. The shortlisted KPIs can be used for assessing the FM performance of hospitals.

To the best of the authors’ knowledge, this study is the first of its kind that used the P-H model to classify hospital FM performance indicators.

Buildings/infrastructure are recognised to have a significant impact on the environment and the community, and hence there is pressure on industry practitioners to incorporate environmental and social considerations in addition to the traditional cost, time and quality. The development of sustainability reporting tools (SRTs) to assist in the management of “green” building/infrastructure projects is pivotal in informing on progress in sustainability practices. However, the rapid growth of SRTs in the last decade, with different criteria and methodology, has created complications for stakeholders.

The paper provides a comprehensive review of tools to guide practitioners, property investors, policy makers and developers towards making informed choices in “green” building/infrastructure projects. Comparative analyses, benefits and limitations of these tools are discussed in the paper.

Some of the findings from the analysis of SRTs include: an emphasis on environmental issues; scoring which does not account for uncertainty or variability in assessors’ perceptions; lack of published reasoning behind the allocation of scores; inadequate definition of scales to permit differentiation among projects; and the existence of non-scientific benchmarks.

The paper departs from earlier reviews to include a discussion on infrastructure SRTs, life cycle tools, and issues broader than the environment. Changes and additions, subsequent to earlier reviews, have been made to SRTs, making the updated review provided here useful.

This paper aims to test the nine corollaries concerning the determinants of outsourcing relationship dimensions, strategic manoeuvres, clients’ and service providers’ evaluation regarding outsourcing category and outsourcing relationship types.The paper has the purpose of reviewing the concept of outsourcing in relation to FM, dealing with service providers’ performance and its effect on clients before providing a comprehensive discussion of outsourcing.

A conceptual approach is adopted, suggesting that a study of outsourcing relationship between clients and service providers from these theoretical perspectives is used to develop corollaries about the relationships between the strategic manoeuvres identified and the different dimensions of outsourcing relationship. The corollaries are examined using non-parametric tests.

The model of the facilities management (FM) outsourcing relationships presented in the paper shows performance of outsourcing services through evaluation of outsourcing categories on current and future FM contracts of clients and service providers. As a template of outsourcing relationships, the model is the context for predicting the important outsourcing categories to the future four FM outsourcing contracts, such as building maintenance, security, cleaning and catering. On prediction of those FM contracts, there is an inclination to the types of in-house and technical expertise on category of FM outsourcing relationship types from clients, whilst there is an equal inclination to the type of in-house outsourcing category from service providers.

Management on outsourcing relationships between clients and service providers is now essential for effective outsourcing in FM. This paper provides an intriguing insight into how the effect of outsourcing relationships can be strategically implemented into the performance of service providers.

This study aims to present a strategic framework aiming to streamline building operation and sustainability issues. To make available a further contribution to respond to Coronavirus Disease 2019 (COVID-19), an operational prevention guideline relying on the level of spread risk has also been developed, primarily intended for users when accessing and circulating within common spaces of buildings in general.

The research approach involved the development of a whole theory, essentially based on a qualitative design, by means of tree schematic representations and explanatory frames. It presents part of a model already developed (called SIAPME), although, in general, besides integrating the underlying aspects of the individual experience of daily life, it is based on insights and impressions taken from the literature review.

With an identity of its own, this study offers an overview of an alternative set of well-founded and integrated strategies to improve working processes in a number of fields of the building operation function. A structured vision has thus, been provided with interest in certain key topics of the present time, such as energy management, comfort and sustainability. Still, in this context, based on a frame of knowledge gathered to date, a current, innovative and simple guidance has also been designed to help prevent the contagion of COVID-19.

The draft of procedures is part of an ambitious goal to serve as a well-founded strategic basis for the eventual development of an advanced software solution. As it is mainly limited to qualitative analysis, from which themes and generalisations have been arranged, this research may need more empirical evidence and additional work will be necessary to overcome any gaps that may be found.

An overall assessment of this study seems to corroborate the idea that a significant impact on the developments in building operation can occur if stakeholders seek a more integrated way of management, based on cross-referencing of current issues. At a time when great uncertainties remain and knowledge advances are in full swing, the designed framework aims to be an added input towards already existing research. Furthermore, it can be seen as a valuable contribution to improving related software applications.

The originality lies in trying to better understand how and in which aspects the general day-to-day management of building operation can be handled more effectively, sustainable and framed, following a reasoned scientific line, in addition of trying to figure out greater capacity to deal with users’ contagions, especially in the existing context of the pandemic.

This paper (Part 2 of 2) aims to shortlist performance indicators which are used in evaluating facilities operation and maintenance (O&M) in commercial buildings.

A three-session focus group meeting, with the use of a customized questionnaire and audio recording, was convened to solicit opinions from O&M experts. Their quantitative responses (ratings on the importance of the indicators) and the qualitative ones (reasons for having the indicators selected or excluded) were taken for analysis, followed by mapping the shortlisted indicators based on the phase-hierarchy (P-H) model for facilities management (FM).

From a total of 74 performance indicators (71 identified from the literature and three added by the focus group), 17 indicators were shortlisted, and time constraint was the most common reason for having those indicators excluded from the shortlist. Mapping the shortlisted indicators with the P-H model revealed that the performance evaluation focus of the experts was at the tactical level, on the output phase of facilities services delivery.

The shortlisted indicators serve as a keystone for establishing a performance evaluation scheme for engineering facilities in commercial buildings. Research on other areas may follow the approach of this study to shortlist key performance indicators (KPIs).

Professionals of the other building types (e.g. residential, industrial and healthcare) or sectors with diverse FM organizations may conduct a similar study to identify indicators for performance evaluation purposes. In particular, the process of shortlisting the O&M KPIs may be used to shortlist KPIs for the other FM services.

The focus group study demonstrates how to rigorously select KPIs for use in managing facilities.