The technical due diligence (TDD) represents a central element of the property inspection in the context of real estate transactions and deals intensively with the building construction and technology as well as building law aspects of a property. However, literature analyses and the evaluation of existing reports have shown that there is no uniform market understanding of the content and depth of testing of the TDD. The present work analyses the essential aspects of the TDD on the basis of guideline-based expert interviews. In addition to the essential aspects, the focus is on the procedural design and the necessary qualifications. The research work is rounded off by the development of a data model that contributes to the digitalization of the overall pro-cess.
Based on the findings from the survey of transaction managers and technical experts in the TDD, a process model was developed that, on the one hand, depicts the central process steps and, on the other hand, shows the responsibilities of the various parties and thus illus-trates the necessary strands of handling. In addition, quality gates were defined at which decisions about continuing, cancelling or speci-fying the findings must be made. The central sub-process of system and component evaluation supplements the general TDD process. This specifies the different assessments of status, life cycle and test-ing at the system and component level.
As part of the content model, it was possible to extract the different service areas and their service components. For each of the ten ser-vice areas, the basic services to be provided within the framework of the TDD could be defined, and additional and special services beyond this were described. On this basis, it is possible to create a uniform definition basis for the TDD. The content model is supplemented by the discussion of the necessary qualifications of the technical experts in the TDD reports.
The chapter of digitization deals on the one hand with data and infor-mation provision and on the other hand with data and information eval-uation. To optimize the provision, a data model was developed for the sub-area of system and component evaluation, which defines the con-tent of a digital interface between the object data record and TDD. Based on this, potentials for the partially automated evaluation were shown for the system and component evaluation process. The central point here is that the automated evaluations optimize the decision-making basis for the technical experts.