For Feature 86: Post-Occupancy Surveys, what type of documentation is required?

• A. User manual
• B. Invoice
• C. Non-disclosure agreement
• D. Policy document (annotated document)

Answer: (D)

Post-occupancy surveys require documentation that formalizes the ongoing process of evaluating how a space performs after people start using it. A policy document, especially when annotated, best communicates this because it lays out the governance of POEs: who conducts them, how often they occur, what data is collected, how results are analyzed, who is responsible for actions, and how findings feed back into building operations and design intent. The annotation helps reviewers see exactly how the survey process aligns with performance goals and how issues will be addressed. Other options don’t capture this governance and accountability purpose: a user manual covers operating instructions, an invoice is financial, and a non-disclosure agreement concerns confidentiality.