Manage installation, commissioning and handover of retrofit works
Overview
This standard is about managing the installation, commissioning and handover of retrofit work 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 observe and apply organisational requirements appropriate for
the protection of the workforce, sub-contractors, suppliers,
consultants, occupants, visitors, the general public, and the
environment by the application of information relating to:
1.1 methods of work
1.2 risk assessments
1.3 safe use and storage of tools
1.4 safe use and storage of materials and components
1.5 traffic management
1.6 emergency plans
1.7 fire safety
1.8 acoustic and sound insulation
1.9 thermal insulation
1.10 workforce competency
1.11 site constraints
P2 manage the implementation of the retrofit plan ensuring effective
and efficient working practices compliant with design and
quality standards, for a given occupational area
P3 review and record on works progress against the project
programme, resources and planned sequencing of works, and
recommend and take corrective action when required
P4 recognise and report defects in installation, with specific
reference to six of the following:
4.1 gaps in installation
4.2 missing and inappropriate fixings
4.3 detailing at corners, edges, junctions and openings
4.4 interaction with building services
4.5 combustion appliances, flues and ventilation
4.6 fire safety
4.7 acoustic and sound insulation
4.8 thermal bypass and thermal bridges
4.9 loading
P5 record and report that ventilation is not compromised and
complies with all relevant standards for the following:
5.1 gas and other combustion appliances
5.2 flues
5.3 general ventilation
P6 check and record that the retrofit works conform to quality,
standards and compliance with the retrofit design and
manufacturers’ instructions, throughout the installation
process, for at least fourteen of the following:
6.1 alterations to the structure
6.2 loadings
6.3 fixings
6.4 corners, junctions and edges of building elements
6.5 interfaces between the building fabric, services and the
occupants
6.6 windows and doors including reveals, sills and soffits
6.7 thermal bypass
6.8 thermal bridges
6.9 air tightness
6.10 vapour barriers
6.11 moisture movement
6.12 moisture ingress
6.13 condensation risks
6.14 rainwater goods
6.15 mechanical, electrical and plumbing (MEP)
6.16 fire safety
6.17 acoustic and sound insulation
P7 recommend, record and implement corrective actions when
required for at least fourteen of the following:
7.1 alterations to the structure
7.2 loadings
7.3 fixings
7.4 corners, junctions and edges of building elements
7.5 interfaces between the building fabric, services and the
occupants
7.6 windows and doors including reveals, sills and soffits
7.7 thermal bypass
7.8 thermal bridges
7.9 air tightness
7.10 vapour barriers
7.11 moisture movement
7.12 moisture ingress
7.13 condensation risks
7.14 rainwater goods
7.15 mechanical, electrical and plumbing (MEP)
7.16 combustion appliances, flues and ventilation
7.17 fire safety
7.18 acoustic and sound insulation
P8 manage the scheduling and coordination of the inspection,
testing, and commissioning and record the outcomes for
retrofit works
P9 recommend, record and implement any required corrective
actions for retrofit works following commissioning including
but not limited to two of the following:
9.1 ventilation
9.2 combustion appliances
9.3 heat recovery devices
9.4 heating systems
9.5 hot water systems
9.6 lighting fittings
9.7 systems and controls
9.8 insulation
9.9 draught proofing
9.10 windows and doors
9.11 solar blinds, shutter and shading devices
9.12 renewable energy installations
9.13 fire safety
9.14 acoustic and sound insulation
P10 manage the project handover on completion of the
installation of retrofit works
Knowledge and Understanding
You need to know and understand:
Performance Criteria 1
Observe and apply organisational requirements
K1 what organisational requirements apply to the protection of
the workforce, sub-contractors, suppliers, consultants,
occupants, visitors, the general public, and the environment in
relation to the following:
K1.1 methods of work
K1.2 risk assessment
K1.3 safe use and storage of tools
K1.4 safe use and storage of materials and components
K1.5 traffic management
K1.6 emergency plans
K1.7 fire safety
K1.8 acoustic and sound insulation
K1.9 thermal insulation
K1.10 workforce competency
K1.11 site constraints
Performance Criteria 2
Manage implementation of the retrofit plan
K2 why it is important to manage the implementation of the
retrofit plan ensuring effective and efficient working practices
compliant with design and quality standards for a given
occupational area, and how to do this
K3 why it is required, and how to ensure operatives undertaking
the installation, commissioning and handover are qualified to
do so for a given occupational area
Performance Criteria 3
Review and record on works progress
K4 why reviewing and recording on works progress against the
project programme, resources and planned sequencing of
works is required
K5 how to review, record and report on works progress against
the project programme, resources and planned sequencing of
work
K6 when and how to recommend and take corrective action
K7 how to identify potential risks of failure and mitigate through
planning, accuracy, dimensional control and sequencing of
work, including but not limited to:
K7.1 technical and performance risks:
a thermal bridges
b heating
c ventilation
d thermal bypass
e condensation and interstitial condensation
f alterations in structure
g moisture movement
h fire safety
i acoustic and sound insulation
K7.2 inefficiencies
K7.3 additional costs
K7.4 delays to programme
K7.5 abortive works
K7.6 duplication
K7.7 damage
K7.8 latent defects
Performance Criteria 4
Recognise defects in installation
K8 how to recognise defects in installation with specific
reference to:
K8.1 gaps in installation
K8.2 missing and inappropriate fixings
K8.3 detailing at corners, edges, junctions and openings
K8.4 interaction with building services
K8.5 combustion appliances, flues and ventilation
K8.6 fire safety
K8.7 acoustic and sound insulation
K8.8 thermal bypass and thermal bridges
K8.9 loading
K9 how and when to propose suitable corrective action for any
defects in installation
Performance Criteria 5
Check, record and report that ventilation is not compromised
K10 why it is important to check, record and report that ventilation
is not compromised and complies with all relevant standards,
and how to do this, for the following:
K10.1 gas and other combustion appliances
K10.2 flues
K10.3 general ventilation
Performance Criteria 6
Check and record installation of works
K11 why it is required to carry out specified checks of the retrofit
works during installation and record the works conform to:
K11.1 quality
K11.2 standards
K11.3 manufacturers’ instructions, technical information
and product data sheets
K11.4 retrofit design
K12 how to check and record installation of works for quality,
standards and compliance with the retrofit design, and
manufacturers’ instructions for the following:
K12.1 alterations to the structure
K12.2 loadings
K12.3 fixings
K12.4 corners, junctions and edges of building elements
K12.5 interfaces between the building fabric, services and
the occupants
K12.6 windows and doors including reveals, sills and soffits
K12.7 thermal bypass
K12.8 thermal bridges
K12.9 air tightness
K12.10 vapour barriers
K12.11 moisture movement
K12.12 moisture ingress
K12.13 condensation and interstitial condensation risks
K12.14 rainwater goods
K12.15 mechanical, electrical and plumbing (MEP)
K12.16 fire safety
K12.17 acoustic and sound insulation
K13 the potential risks and implications of non-compliance and poor
quality installations over time for active and passive fire
safety measures
K14 the principles of a building as a system and its component parts
and the importance of identifying standards and the
consequences of failure to follow organisational requirements
K15 the potential risks and implications of non-compliance and
poor quality installations over time including but not limited to:
K15.1 occupant health and safety
K15.2 indoor air quality
K15.3 mould
K15.4 performance gaps
K15.5 rot
K15.6 building fabric decay
K15.7 overheating
K16 the importance of maintaining ventilation
K17 how to recognise ventilation and air movement pathways
through buildings and ensure that these are maintained,
whilst balancing the need for airtightness
K18 how to recognise the different properties of insulation
materials and how these relate to thermal, moisture,
condensation, acoustic and sound and fire safety
K19 the different types of air and vapour control layers and
breather membranes, where and how they should be used,
and why it is important to install them correctly
K20 the importance of ensuring the integrity of air and vapour
control layers and breather membranes following installation
and the need to ensure continuity
K21 how condensation forms in buildings, how this relates to
moisture and moisture movement and what steps can be
taken to mitigate potential risks
K22 why a whole building approach is taken to retrofit works and
how this relates to building performance and building use
Performance Criteria 7
Recommend, record and implement corrective actions
K23 how and when to recommend, record and implement
corrective actions for the following:
K23.1 alterations to the structure
K23.2 loadings
K23.3 fixings
K23.4 corners, junctions and edges of building elements
K23.5 interfaces between the building fabric, services and
the occupants
K23.6 windows and doors including reveals, sills and soffits
K23.7 thermal bypass
K23.8 thermal bridges
K23.9 air tightness
K23.10 vapour barriers
K23.11 moisture movement
K23.12 moisture ingress
K23.13 condensation and interstitial condensation risks
K23.14 rainwater goods
K23.15 mechanical, electrical and plumbing (MEP)
K23.16 combustion appliances, flues and ventilation
K23.17 fire safety
K23.18 acoustic and sound insulation
**
Performance Criteria 8**
Manage the scheduling and coordination of the inspection testing and commissioning
K24 why managing the scheduling and coordination of the
inspection testing and commissioning for retrofit works is
required
K25 how to manage the scheduling and coordination of the
inspection testing and commissioning for retrofit works
K26 why it is required and how to record outcomes for retrofit
works, services and fabric
K27 the range of non-destructive testing and investigation
methods including but not limited to:
K27.1 thermal imaging
K27.2 moisture content of building fabric
K27.3 air tightness for building envelope and identifying air
filtration and air leakage points
K27.4 energy use of buildings from meters and sub-meters
for individual systems
K27.5 sound insulation testing
K27.6 borescope testing
K28 the stages of commissioning including but not limited to:
K28.1 setting-to-work
K28.2 regulation
K28.3 performance optimisation
K28.4 recording
K28.5 post-commissioning checks
K28.6 fine tuning during occupancy
K29 why the final commissioning of all building services is done
together, rather than separately
Performance Criteria 9
Recommend, record and implement corrective actions for retrofit works following commissioning
K30 why recommending, recording and implementing corrective
actions is required following commissioning
K31 how to recommend, record and implement corrective
actions following commissioning
Perf*ormance Criteria 10*
Manage, monitor and evaluate the project handover
K32 why it is important to manage the project handover on
completion of the installation, and how to do this
K33 why monitoring and evaluation of the project handover is
required
K34 how to manage the project handover in accordance with the
handover strategy and requirements of relevant certification
schemes
K35 how to gather, record, analyse and interpret information
K36 how to convey the following information about the installed
measures:
K36.1 physical inspection and explanation of function and
operation
K36.2 demonstrate the safe operation of any components,
devices and controls
K36.3 visual checks to ensure the recipient is able to
operate the components, devices and controls
K36.4 care needed to avoid detrimental effects
K36.5 maintenance, including requirements to comply with
guarantees and warranties
K36.6 efficient operation to facilitate the delivery of
intended reduction in energy use
K36.7 importance of ventilation
K36.8 post completion services
K36.9 provision of documentation including end-user
advice information
K37 how to present information and recommendations for any
remedial actions or changes to the retrofit process required,
to relevant stakeholders including, but not limited to:
K37.1 clients
K37.2 designers and contract administrators
K37.3 installers and contractors
K37.4 end-users
K37.5 external enforcement and quality assurance bodies
K37.6 funding organisations
K37.7 guarantee or warranty providers
K38 how to ensure operatives undertaking the handover are
vocationally competent to do so and have access to
adequate knowledge of the measures and the behaviours
required for their safe, efficient and effective operation and
maintenance
K39 when to undertake the handover procedure, including a
phased handover
K40 when basic, intermediate and advanced levels of monitoring
and evaluation are required and what information is
required for each
K41 timescales for completing and reporting different levels of
monitoring and evaluation
K42 who are the recipients of the handover process
K43 which stakeholders require copies of the following
documentation:
K43.1 test certificates and commissioning records
K43.2 operation and maintenance instructions and
manuals
K43.3 warranty and guarantee certificates
K43.4 as constructed plans