Manage work activities and resources to meet BSE project requirements
Overview
This standard is for those who manage work activities and resources to meet building services engineering project requirements
The individual undertaking this work must be able to assess project data, calculate resource requirements, and optimise use of resources. They will be able to select work methods, plan activities and communicate with relevant others to minimise potential problems. They must also identify personnel required to complete the project, negotiate contracts as required and brief members of the project workforce. They will be able to monitor the work of the project workforce and provide feedback to them on their performance.
Performance criteria
You must be able to:
1. access current and relevant information about the project requirements
2. produce a risk assessment in accordance with organisational procedures for the work to be undertaken
3. determine the resources required using the available information, and obtain clarification and advice from relevant others if the resources required are not available
4. develop a programme of work with in accordance with organisational procedures and communicate it to relevant others
5. allocate duties and responsibilities to relevant others in accordance with the programme of work
6. confirm that all instructions given, and other communication provided, are understood
7. coordinate the work and all resources
8. monitor, as appropriate, that the work is safe, fit-for-purpose, cost effective and in accordance with:
- the programme of work
- industry recognised working practices
- the specification
- the current versions of appropriate industry standards and regulations
9. ensure that safe and appropriate action is taken promptly where a non-compliance is identified during the programme of work
10. ensure that all documentation associated with the work is in accordance with:
- organisational procedures
- the current versions of appropriate industry standards and regulations
11. verify that all resources are:
- in alignment with the programme of work
- compatible to the working environment
- fit for purpose
- in accordance with the specification
- of the required and correct type
- delivered on time and undamaged
- suitable and safely stored
12. confirm that the work completed is in accordance with:
- quality requirements
- the programme of work
- the specification
- the current versions of appropriate industry standards and regulations
13. complete the specified work activity in accordance with industry recognised methods and practices
14. provide relevant information to relevant others about the environmental technology system and equipment in terms of:
- work progress
- use, safety and control
- any variations to the original system and/or its equipment
- hand over to the customer/client
- customer/client acceptance of the completed work in accordance with organisational procedures
- relevant documentation being completed and recorded in the appropriate information systems in accordance with organisational procedures
15. complete and safely store all relevant documentation in accordance with organisational requirements
16. deal promptly and effectively with any problems within the scope and limitations of your own competence, responsibilities and accountability and report those which cannot be solved
17. implement organisational procedures for the safe transport and/or disposal of waste materials, substances and liquids in accordance with suppliers' and manufacturers' instructions and relevant legislation
Knowledge and Understanding
You need to know and understand:
1. the current legislation, guidelines, policies, procedures and protocols which are relevant to your working practice and to which you must adhere
2. the scope and limitations of your own competence, responsibilities and accountability as it applies to your job role
3. how to access and interpret all relevant work instructions and information
4. specific procedures for reporting issues which are beyond your competence, responsibilities and accountability
5. the duty to report any acts or omissions that could be unsafe/detrimental to you or others
6. the correct use of any equipment and PPE to protect the health and safety of you and others
7. the operation, applications, advantages and limitations of different systems and their associated equipment, components and accessories in relation to:
- the working environment
- the building's heat, power, ventilation, temperature control and/or water provision and requirements
8. the industry standards and regulations relevant to the service and maintenance of environmental technology systems
9. your role and responsibilities in relation to:
- monitoring and implementing health and safety on the work site
- the work to be undertaken
- allocating roles and responsibilities
- identifying resources required
- monitoring the work of operatives
- liaising with relevant people
10. how to interpret organisational procedures and monitor changing conditions at the work site
11. how to coordinate operatives you are responsible for in relation to:
- supervision and motivation
- identification and utilisation of competence
- planning work allocations, duties and responsibilities
12. how to communicate effectively with relevant people
13. the organisational procedures for:
- completing the necessary documentation
- agreeing a programme of work with relevant people
- confirming that the installation and/or maintenance work is completed
- identification of competence
14. methods that will verify that the equipment, accessories and components are:
- compatible to the working environment
- in accordance with the specification
- of the required and correct type
- delivered on time and undamaged
- suitable and safely stored
15. how to manage the available storage facility at the work site
16. the deadlines and standards that you are expected to meet
17. the responsibilities and competences of relevant others reporting to you
18. how to communicate project activities and information to all members of the project workforce
19. the organisational procedures to address any problems arising during the project
20. the organisational procedures in relation to discipline, basic industrial relations, and contractual agreements
21. the organisational procedures for:
- communicating the use, safety and control of the system to relevant others
- confirming with relevant others those necessary variations to the planned programme of work that may have the potential to introduce a hazard and/or impact on the installation work to be undertaken
- confirming with relevant others the correct actions to be taken to confirm that any variations to the planned programme of work will not introduce a hazard and have minimum impact on the installation work be undertaken
- obtaining customer/client acceptance of the installed system and its associated equipment, accessories and components post work activity and how to deal with cases where acceptance is not received
- the safe transport and/or disposal of any waste material, substances and liquids in accordance with suppliers' and manufacturers' instructions and legislation
22. how to complete and safely store all relevant documentation in accordance with organisational requirements
Scope/range
Working environments (internal and/or external)
- domestic
non-domestic
- agricultural
- commercial
- horticultural
- industrial
- leisure and entertainment
- pre-1919 traditional/historic buildings
- public highways and parks
- public services establishments
- residential medical and care facilities
Site
- an existing building or structure (including retro-fit)
- external service environment
- new build construction – building or structure* *
Requirements
- project (e.g. contractual, specification, brief, cost, purpose, location, schedule)
- site (e.g. access, site conditions, occupancy)
- social (e.g. user, client, near neighbours)
- legal and good practice (e.g. environmental, health and safety, management of hazards and risks, codes of practice, legal and regulatory constraints, protection of property, consents for listed buildings and conservation areas, specified technical performance standards)
- business
- whole life (hand-over, durability, fault testing, maintenance replacement)
Resources
- Programme of work
- Work schedule (including key deliverables and outcomes)
- Human resource (including all trades and non-trades people required)
- Plant and equipment
- Environmental Technology equipment, accessories and components
- Storage
- Security* *
Environmental Technology Systems
- biomass
- grey water and rain water
heat pumps
- air source
- ground source
- water source
micro combined heat and power (micro-CHP/ domestic CHP)
- micro hydro
- micro-wind turbine
- photovoltaic thermal (PVT)
- solar photo-voltaic
- solar thermal
Relevant others
- client representatives
- customers/clients
- members of the public
- other contractors/trades
- service providers
- site/contract manager
- supervisors
- work colleagues
- suppliers
- manufacturers
- utility companies
- emergency services* *
Organisation procedures
- accident reporting
- communication with relevant others
- customer services
- emergencies
- implementing and monitoring health and safety requirements and issues
- implementing and monitoring issues relating to the natural environment
- information management
- project management
- risk assessment (Health & Safety)
- waste management / recycling
- disciplinary* *
Legal and regulatory
- building regulations
- health and safety regulations (including where appropriate specialist regulations related to gas, electricity, hazardous substances, lifting, manual handling, design, noise, provision and use of work equipment regulations, display screen at work regulations)
- control of waste
- data protection
- customer/consumer rights
- employment law (including equality)
- listed buildings
- conservation areas
Information
- technical (design documentation, plans, installation specifications, equipment specifications, manufacturers' data, manufacturers' instructions, tender documents, surveys, BIM data, physical models)
- client information (provided by the client including the invitation to tender, any drawings and specifications)
- contractual
- statutory consents
- quotations
- health and safety
- planning and pre-planning
- instructions (verbal, written)* *
Resources
- labour
- plant and equipment
- finance
- IT
- materials and other consumables