Plan the installation of retrofit works
Overview
This standard is about managing the installation planning for retrofit works by managing pre-installation checks, building inspections, technical and procedural risks, reviewing information sources, recording and reporting issues and recommending corrective actions, contributing to the project programming and planning of works to include a selection of resources in accordance with organisational requirements which are equal to or exceed current statutory and legislative requirements
This standard is for people working in the occupational area of construction site management which is defined as the management of multiple construction trades and disciplines and can be used by operatives, supervisors and managers
Performance criteria
You must be able to:
P1 evaluate and implement pre-installation checks to identify
technical and procedural risks for at least nine of the
following:
1.1 accuracy and completeness of project information
1.2 building condition
1.3 health and safety hazards
1.4 fire safety
1.5 temporary works
1.6 protection of existing fabric and services
1.7 suitability of materials
1.8 working in and around buildings and their occupants and
neighbouring properties
1.9 environment and ecology including but not limited to
safeguarding protected species
1.10 heritage significance
1.11 discovery of architectural or archaeological features
P2 implement external and internal pre-installation building
inspections, and record and report findings to relevant
stakeholders to include:
2.1 suitable access
2.2 property suitability
2.3 adjoining structures
2.4 structural integrity
2.5 hazardous materials
2.6 dampness
2.7 decay
2.8 exposure ratings
2.9 combustion appliances, flues and ventilation
2.10 services (gas, electric, water, media cables)
P3 implement and record suitable and sufficient control
measures to mitigate risks arising from external and internal
pre-installation building inspections to include:
3.1 suitable access
3.2 property suitability
3.3 adjoining structures
3.4 structural integrity
3.5 hazardous materials
3.6 dampness
3.7 decay
3.8 exposure ratings
3.9 combustion appliances, flues and ventilation
3.10 services (gas, electric, water, media cables)
P4 implement and record suitable and sufficient control
measures to mitigate technical and procedural risks for at
least eight of the following:
4.1 accuracy and completeness of project information
4.2 building condition
4.3 health and safety hazards
4.4 fire safety
4.5 temporary works
4.6 protection of existing fabric and services
4.7 suitability of materials
4.8 working in and around buildings and their occupants
and neighbouring properties
4.9 environment and ecology including but not limited to
safeguarding protected species
4.10 heritage significance
4.11 discovery of architectural or archaeological features
P5 identify, review and confirm information sources against on
site conditions to contribute to the retrofit works plan, risk
assessments and method statements for at least six of the
following:
5.1 drawings, design and specification information
5.2 building performance criteria to industry standards
5.3 manufacturers technical information and product data
sheets
5.4 sub-contractor methods and scope of works
5.5 surveys
5.6 tests
5.7 examinations
5.8 specialist reports
5.9 statutory consents
5.10 current legislation, official and technical guidance
5.11 written scheme of investigation (WSI) for archaeology
P6 record and report issues with the planned retrofit works and
recommend corrective actions for at least seven of the
following information sources:
6.1 risk assessments
6.2 method statements
6.3 drawings, design and specification information
6.4 building performance criteria to industry standards
6.5 manufacturers technical information and product data
sheets
6.6 sub-contractor methods and scope of works
6.7 surveys
6.8 tests
6.9 examinations
6.10 specialist reports
6.11 statutory consents
6.12 current legislation, official and technical guidance
6.13 the limitations, defects of the materials and their
characteristics
6.14 written scheme of investigation (WSI) for archaeology
P7 contribute to the project programme and plan the sequence of
works for the installation of retrofit works, including but not
limited to:
7.1 repair
7.2 stabilisation
7.3 temporary works
7.4 opening-up and investigations
7.5 removal of fabric, structure or services, and making good
7.6 preparing the building for installation of fabric measures
7.7 installation of fabric, structure or services
7.8 testing
7.9 commissioning
7.10 handover
P8 plan the efficient use of resources required for retrofit works,
including but not limited to:
8.1 materials and components
8.2 services
8.3 plant, equipment or machinery
8.4 workforce
8.5 information
8.6 site facilities
8.7 waste management
8.8 structures
8.9 storage of materials within specified parameters
Knowledge and Understanding
You need to know and understand:
Performance Criteria 1
Evaluate and implement pre-installation checks to identify technical and procedural risks
K1 why it is important to evaluate and implement pre-installation
checks to identify technical and procedural risks and how to
do this
K2 why it is important to determine accuracy and completeness of
project information and how to do this
K3 the implications of building conditions and common building
defects for retrofit works including but not limited to:
K3.1 moisture ingress including, but not limited to, damp,
salts and causes of dampness, rain penetration, rising
damp
K3.2 internal moisture vapour
K3.3 poor indoor air quality
K3.4 inadequate ventilation
K3.5 existing and damaged services
K3.6 structural defects
K4 the importance of building condition and repair and maintenance
as the first stage in energy efficiency improvements
K5 specific health and safety hazards including but not limited to
poor ventilation (roof space, inside the property and under
floor) and services
K6 the principles of building design for fire safety and the key
components of the building and their implications for retrofit
works
K7 the primary causes of failure to fire safety systems and their
potential impact on users and occupants, building safety and
each other, including compartmentation
K8 how to implement temporary works as required during
retrofit works
K9 why it is important to explain the Whole Building approach to
energy efficiency retrofit comprising building fabric, services,
any low zero carbon technologies, renewable technologies and
occupant behaviour, and how to do this
K10 how to identify traditional and protected buildings including the
difference in performance characteristics between traditional
and modern materials and construction methods with
particular reference to the breathability and permeability
characteristics of traditional building fabric
K11 how to identify building fabric, building structure, materials and
construction methods for buildings of different ages including
alterations and additions
K12 the materials proposed are suitable and in sufficient quantity to
achieve the design outcomes
K13 how to work in and around buildings and their occupants
including neighbouring properties and site constraints
K14 the potential environmental and ecological impacts of retrofit
works and how to respond including but not limited to
safeguarding protected species
K15 how to explain key terms and concepts including but not
limited to:
K15.1 heritage values
K15.2 heritage significance
K15.3 heritage impact assessment
K15.4 conservation principles
K15.5 sustainable development
K15.6 management of traditional and historic buildings and
structures
K16 legislation and official guidance including but not limited to
heritage, traditional and protected buildings
K17 why it is important to report the discovery of architectural or
archaeological features to relevant stakeholders, and how to
do this
Performance Criteria 2
Implement pre-installation building inspections
K18 why implementation of external and internal pre-installation
building inspections, and recording and reporting findings to
relevant stakeholders is required
K19 how to implement external and internal pre-installation
building inspections and record and report to stakeholders for
the following:
K19.1 suitable access
K19.2 property suitability
K19.3 adjoining structures
K19.4 structural integrity
K19.5 hazardous materials
K19.6 dampness,
K19.7 decay
K19.8 exposure ratings
K19.9 combustion appliances, flues and ventilation
K19.10 services (gas, electric, water, media cables)
K19.11 invasive species
K20 how to identify, assess and respond to hazards including
hazardous materials, fire safety and flues and ventilation
(incorrectly installed, blocked, damaged and insufficient)
Performance Criteria 3
Implement and record control measures to mitigate risks from pre-installation building inspections
K21 why implementation and recording of suitable and sufficient
control measures to mitigate risks arising from external and
internal pre-installation building inspections is required
K22 how to implement and record suitable and sufficient control
measures to mitigate risks arising from external and internal
pre-installation building inspections for the following:
K22.1 suitable access
K22.2 property suitability
K22.3 adjoining structures
K22.4 structural integrity
K22.5 hazardous materials
K22.6 dampness,
K22.7 decay
K22.8 exposure ratings
K22.9 combustion appliances, flues and ventilation
K22.10 services (gas, electric, water, media cables)
K22.11 invasive species
K23 how to record and report the key issues from external and
internal pre-installation building inspections that may affect
the commencement of the work whilst working within your
authority to rectify or suspend works
Performance Criteria 4
Implement and record controls to mitigate risks
K24 why suitable and sufficient control measures to mitigate the
technical and procedural risks need to be implemented and
recorded
K25 how to determine, implement and record suitable and sufficient
control measures to mitigate the technical and procedural
risks for the following:
K25.1 accuracy and completeness of project information
K25.2 building condition
K25.3 health and safety hazards
K25.4 fire safety
K25.5 temporary works
K25.6 protection of existing fabric and services
K25.7 suitability of materials
K25.8 working in and around buildings and their occupants and
neighbouring properties
K25.9 environment and ecology including but not limited to
safeguarding protected species
K25.10 heritage significance
K25.11 discovery of architectural and archaeological features
K26 how to use due diligence to apply the principles and intent of fire
safety legislation and guidance relating to the retrofit design,
construction, management and use of the building
K27 the issues relating to the control of work onsite interpreting any
statutory or manufacturers requirements for testing and
maintaining fire prevention and protection systems and records
K28 the principles and benefits of effective fire risk management
and the required mitigation measures to deliver safe buildings
K29 how to recognise, record and report the key issues from technical
and procedural risks that may affect the commencement of
the work whilst working within your authority to rectify or
suspend works
Performance Criteria 5
Identify and review information sources
K30 why identification and review of information sources against
on-site conditions to contribute to the retrofit works plan, risk
assessments and method statements are required for the
following:
K30.1 drawings, design and specification information
K30.2 building performance criteria to industry standards
K30.3 manufacturers’ technical information and product
data sheets
K30.4 sub-contractor methods and scope of works
K30.5 surveys
K30.6 tests
K30.7 examinations
K30.8 specialist reports
K30.9 statutory consents
K30.10 current legislation, official and technical guidance
K30.11 written scheme of investigation (WSI) for archaeology
K31 how to identify and review information sources against on
site conditions to contribute to the retrofit works plan, risk
assessments and method statements for the following:
K31.1 drawings, design and specification information
K31.2 building performance criteria to industry standards
K31.3 manufacturers’ technical information and product
data sheets
K31.4 sub-contractor methods and scope of works
K31.5 surveys
K31.6 tests
K31.7 examinations
K31.8 specialist reports
K31.9 statutory consents
K31.10 current legislation, official and technical guidance
K31.11 written scheme of investigation (WSI) for archaeology
K32 why it is important to comply with relevant legal duties and fire
safety standards during the construction phase of retrofit works,
and how to do this
K33 why documented information for fire safety including advising
and sharing information with end-users and relevant
stakeholders is required
K34 the range of energy assessment tools used for both domestic
and non-domestic buildings
K35 the range of hygrothermal assessment tools for both domestic
and non-domestic buildings
K36 sources of heat loss and heat gains
K37 explain heat loss through fabric, U values and calculations and
thermal bridging
K38 the difference between one off, incremental and whole building
retrofit plans
K39 how to review low carbon improvement plans
Performance Criteria 6
Report issues and recommend corrective actions
K40 why it is important and how to report issues with planned
retrofit works and suggest corrective actions for the following:
K40.1 risk assessments
K40.2 method statements
K40.3 drawings, design and specification information
K40.4 building performance criteria to industry standards
K40.5 manufacturers’ technical information and product data
sheets
K40.6 sub-contractor methods and scope of works
K40.7 surveys
K40.8 tests
K40.9 examinations
K40.10 specialist reports
K40.11 statutory consents
K40.12 current legislation, official and technical guidance
K40.13 the limitations, defects of the materials and their
characteristics
K40.14 written scheme of investigation (WSI) for archaeology
K41 the principles and factors affecting the fire safety of users and
explain the impact on the building and performance in relation to
retrofit works
Performance Criteria 7
Contribute to the project programme, planning and sequencing of works
K42 why contributing to the project programmes and method
statements for working on and around existing buildings and
structures are required
K43 how to contribute to a project programme for working on and
around existing buildings and structures
K44 how to produce method statements for working on and around
existing buildings and structures
K45 why planning the sequence of works for the installation of retrofit
works is required
K46 how to plan the sequence of works for the installation of retrofit
works:
K46.1 repair
K46.2 stabilisation
K46.3 temporary works
K46.4 opening-up and investigations
K46.5 removal of fabric, structure or services, and making
good
K46.6 preparing the building for installation of fabric
measures
K46.7 installation of fabric, structure or services
K46.8 testing
K46.9 commissioning
K46.10 handover
K47 why it is required and how to identify and plan to avoid
potential thermal and hygrothermal technical and
performance risks of failure through planning and sequencing
of works including but not limited to:
K47.1 thermal bridges
K47.2 ventilation
K47.3 thermal bypass
K47.4 condensation and interstitial condensation
K47.5 alterations in structure including materials,
components and the building
K47.6 moisture movement
K47.7 optimisation of heating systems
K48 the implications to planning and sequencing of offsite
construction methods and onsite assembly
Performance Criteria 8
Plan the resources required
K49 why it is important to plan the efficient use of resources required
for retrofit works and how to do this for the following:
K49.1 materials and components
K49.2 services
K49.3 plant, equipment or machinery
K49.4 workforce
K49.5 information
K49.6 site facilities
K49.7 waste management
K49.8 structures
K49.9 storage of materials within specified parameters
K50 how to recognise and determine when specialist skills and
knowledge are required and how to resource accordingly
including but not limited to:
K50.1 electrical
K50.2 asbestos
K50.3 radon
K50.4 heritage
K50.5 ecology
K50.6 ventilation
K50.7 fire safety
K51 the principles of due diligence to deliver specialist skills as they
apply to obtaining, electing and appointing contractors,
selecting suppliers, executing work and record keeping