Checklist

Path B actions
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Activity
PAS 2035 Stage
PAS 2035 Reference
A
B
C
Retrofit Coordination Activity
Time (hours)
Price (£350/day)
Date signed off
Completed
1
1
Preliminaries
6.1 and Annex A
1
1
1
Confirm and record the Retrofit Coordinator’s appointment and qualification
0.5
£23.33
2
2
Preliminaries
4 and 5
1
1
1
Review guidance
0.5
£23.33
3
3
Preliminaries
13
1
1
1
Ensure that engagement advice originated or reviewed by the Retrofit Advisor is provided to client
0.5
£23.33
4
4
Preliminaries
6.2
1
1
1
Agree and record intended outcomes in consultation with client
1.5
£70.00
5
5
Risk assessment
7.1 and Annex B
1
1
1
Collate ‘triage’ data for risk assessment as defined in Annex B; consider site inspection to supplement online data
1.5
£70.00
6
6
Risk assessment
7.1, 7.2, Annex B
1
1
1
Determine and record the risk path (A, B or C) for the project in accordance with the criteria defined in Annex B
0.5
£23.33
7
7
Whole-dwelling assessment
8.2 and Annex A
1
1
1
Confirm and record the Retrofit Assessor’s appointment and qualification, appropriate to risk path
0.5
£23.33
8
10
Whole-dwelling assessment
8.3-8.4
1
Ensure whole-dwelling assessment is carried out, including collection of RDSAP or SAP data
0.5
£23.33
9
13
Whole-dwelling assessment
8.4.1 (6) Annex C
1
1
Ensure that a ventilation assessment is carried out in accordance with the adequacy criteria defined in C.2
0.25
£11.67
10
14
Whole-dwelling assessment
8.4.3
1
1
If the dwelling is traditionally constructed, ensure that a simplified BS 7913 significance assessment is carried out
0.25
£11.67
11
16
Whole-dwelling assessment
8.6.1 8.6.2
1
1
1
Report the whole-dwelling assessment to the Retrofit Designer, together with photographs and RDSAP, SAP or PHPP data
0.5
£23.33
12
17
Whole-dwelling assessment
8.6.3
1
1
1
Ensure that the whole-dwelling assessment report identifies any defects that must be rectified prior to retrofit
0.25
£11.67
13
18
Whole-dwelling assessment
8.6.5 9.1.5
1
1
1
Ensure that any additional information required by the Retrofit Designer is requested and added to the assessment report
0.5
£23.33
14
19
Retrofit design
9.1.2 Annex A
1
1
1
Confirm and record the Retrofit Designer’s appointment and qualification, appropriate to risk path
0.5
£23.33
15
20
Retrofit design
8.6.5 9.1.5
1
1
1
Ensure that the Retrofit Designer identifies any information missing from the assessment report and request it
0.5
£23.33
16
21
Retrofit design
9.1.3 9.1.4
1
1
1
Obtain the Retrofit Designer’s confirmation that the whole-dwelling assessment report is sufficient for design preparation
0.25
£11.67
17
22
Retrofit design
9.1.12 Annex C
1
1
1
If the existing ventilation is assessed as inadequate, arrange for repairs compliant with C.2 Notes 2-5 if possible.
0.5
£23.33
18
23
Retrofit design
9.1.12 Annex C
1
1
1
If the existing ventilation is assessed as inadequate and cannot be repaired, ensure a upgrade compliant with C.3 is specified
0.5
£23.33
19
24
Retrofit design
9.1.9 - 9.1.21
1
1
1
Ensure that the Retrofit Designer prepares a PAS 2035 compliant design for the improvements and any ventilation upgrade
1
£46.67
20
25
Retrofit design
9.1.13 Annex D
1
1
1
Ensure that the retrofit design includes provision for managing interactions between measures
0.5
£23.33
21
26
Retrofit design
9.1.14 Annex D
1
1
1
Ensure that the retrofit design includes appropriate construction details for measure interactions coded yellow in Figure D.1
0.5
£23.33
22
27
Retrofit design
9.1.15
1
1
1
Ensure that the specified construction details eliminate thermal by-pass, minimise thermal bridging and maintain airtightness
2
£93.33
23
28
Retrofit design
9.1.16 Annex D
1
1
1
Ensure that the retrofit design includes compatible specifications for interactions coded orange in Figure D.1
0.5
£23.33
24
29
Retrofit design
9.1.17 Annex D
1
1
1
Ensure that the retrofit design does not include combinations of measures coded red in Figure D.1
0.25
£11.67
25
30
Retrofit design
11.1.1
1
1
1
Ensure that the Retrofit Designer includes in the retrofit design appropriate requirements for testing installed measures
0.25
£11.67
26
31
Retrofit design
11.2.1
1
1
1
Ensure that the Retrofit Designer includes in the retrofit design appropriate requirements for commissioning installed measures
0.25
£11.67
27
32
Retrofit design
11.2.2
1
1
1
Where multiple measures are proposed ensure that the design requires building services to be finally commissioned together
0.25
£11.67
28
33
Retrofit design
12.1.1
1
1
1
Ensure that the Retrofit Designer includes in the retrofit design appropriate requirements for handover of installed measures
0.5
£23.33
29
36
Retrofit design
9.2.2
1
1
Carry out an improvement option evaluation using RDSAP, SAP or PHPP data to determine an appropriate package of measures
3.5
£163.33
30
37
Retrofit design
9.2.2
1
1
Ensure that the improvement option evaluation includes calculations of simple payback and carbon cost effectiveness
0.5
£23.33
31
38
Retrofit design
9.2.3
1
1
Ensure that the improvement option evaluation uses capital costs, fuel costs and emissions factors from specified sources
0.25
£11.67
32
39
Retrofit design
9.2.3
1
1
If the occupancy pattern is known, adjust the improvement option evaluation calculations to allow for actual occupancy
0.25
£11.67
33
40
Retrofit design
9.2.4
1
1
If the dwelling is traditionally constructed, ensure that the retrofit design is consistent with the guidance in BS 7913
0.5
£23.33
34
41
Retrofit design
9.2.5 Annex C
1
1
If fabric measures are proposed, assess existing ventilation and if appropriate include ventilation upgrade in the improvements
2
£93.33
35
42
Retrofit design
9.2.6
1
1
Prepare a tabular summary of the evaluation and identify recommended measures for the medium term retrofit plan
1
£46.67
36
43
Retrofit design
9.2.7
1
1
Review the improvement option evaluation, the recommended measures and the medium term retrofit plan with the client
1.75
£81.67
37
44
Retrofit design
9.2.7
1
1
Agree with the client the scope of the project, the intended outcomes, appropriate performance targets and the budget
1.75
£81.67
38
45
Retrofit design
9.2.8
1
1
Ensure that the retrofit design includes appropriate measures to inhibit overheating during the installed life of the measures
0.25
£11.67
39
46
Retrofit design
9.2.9
1
1
Ensure that measures to inhibit overheating include load reduction, solar shading, ventilation and thermal capacity
0.25
£11.67
40
47
Retrofit design
9.2.10
1
1
Ensure that the retrofit design specifies an appropriate sequence of installation of the proposed measures
0.25
£11.67
41
52
Retrofit design
9.1.8
1
1
1
Advise the client on the need for statutory approvals, and either make applications or coordinate applications by others
22.5
£1,050.00
42
53
Retrofit design
9.1.22
1
1
1
Provide the Retrofit Installer with the retrofit design for the agreed measures and any ventilation upgrade
0.5
£23.33
43
54
Retrofit design
9.1.23
1
1
1
Provide the Retrofit Installer with a copy of the report of the retrofit assessment
0.25
£11.67
44
55
Retrofit design
9.1.25
1
1
1
Request identification by the Retrofit Installer of any additional information required to be included in the retrofit design
0.25
£11.67
45
56
Retrofit design
9.1.24
1
1
1
Request confirmation from the Retrofit Installer that the retrofit design is sufficient for costing and installation to proceed
0.25
£11.67
46
57
Retrofit design
9.1.26
1
1
1
If installation cost exceeds budget, agree amendments with client and arrange for Retrofit Designer to revise the design
3.75
£175.00
47
58
Retrofit design
9.1.26
1
1
1
Provide the Retrofit Installer with any revised design for the agreed measures and any ventilation upgrade
0.25
£11.67
48
61
Retrofit design
9.1.27 and 13
1
1
1
Ensure that any advice provided to the client during the design stage complies with clause 13.
0.25
£11.67
49
62
Installation
10
1
1
1
Oversee the installation of improvement measures by the Retrofit Installer in accordance with PAS 2030 and/or MCS
15
£700.00
50
63
Installation
10 Note
1
1
1
Obtain from the Retrofit Installer copies of evidence of compliance of the installation with PAS 2030 and/or MCS
0.5
£23.33
51
64
Installation
PAS 2030
1
1
1
Ensure that the Retrofit Installer uploads installation documentation to the TrustMark data warehouse (for ECO)
0.25
£11.67
52
65
Testing and commissioning
11.1.2
1
1
1
Ensure that testing of installed measures is carried out in accordance with the retrofit design, PAS 2030 and MCS
3.75
£175.00
53
66
Testing and commissioning
11.2.3
1
1
1
Ensure that commissioning of installed measures is carried out in accordance with the retrofit design, PAS 2030 and MCS
3.75
£175.00
54
67
Testing and commissioning
11.3.1
1
1
1
Obtain copies of testing and commissioning certificates as required by the retrofit design and pass copies to the client
0.25
£11.67
55
68
Testing and commissioning
PAS 2030
1
1
1
Ensure that the Retrofit Installer uploads testing and commiss-ioning documents to the TrustMark data warehouse (for ECO)
0.25
£11.67
56
69
Handover
12.2
1
1
1
Ensure that the Retrofit Installer hands over the installed measures to the client and occupants
3.75
£175.00
57
70
Handover
12.1.3
1
1
1
Obtain copies of the O&M instructions, manuals, warranty and guarantee certificates for all installed products and systems
2
£93.33
58
71
Handover
12.1.3
1
1
1
Provide the client with copies of all testing and commissioning certificates and all handover documentation
0.25
£11.67
59
72
Handover
12.1.4
1
1
1
Recommend to the client that a new or updated Energy Performance Certificate is prepared for each improved dwelling
0.25
£11.67
60
73
Handover
12.1.14
1
1
1
If new or updated Energy Performance Certificates are requested, arrange for them to be prepared by a DEA.
0.5
£23.33
61
74
Handover
PAS 2030
1
1
1
Ensure that the Retrofit Installer uploads handover documents to the TrustMark data warehouse (for ECO)
0.25
£11.67
62
75
Retrofit advice
13.1 Annex A
1
1
1
Confirm and record the Retrofit Advisor’s appointment and qualification
0.5
£23.33
63
76
Retrofit advice
13.1.1
1
1
1
Ensure that appropriate retrofit advice is delivered as part of every domestic retrofit project.
0.5
£23.33
64
77
Retrofit advice
13.2.1
1
1
1
Ensure that the Retrofit Advisor uses the specified guidance
0.25
£11.67
65
78
Retrofit advice
13.2.2
1
1
1
Ensure that retrofit advice is delivered to all occupant(s) of retrofitted dwelling(s) and to any landlord(s)
0.25
£11.67
66
79
Retrofit advice
13.2.3
1
1
1
Ensure that retrofit advice is delivered in a format that takes account of occupants’ language, age, etc.
0.25
£11.67
67
82
Retrofit advice
13.3.3 13.4.2
1
1
1
Ensure that engagement advice is customised to the occupants’ needs and covers the specified topics
0.25
£11.67
68
83
Retrofit advice
13.3.4 13.4.5
1
1
1
Ensure that handover advice is coordinated with the Retrofit Installer and customised to measures and intended outcomes
0.25
£11.67
69
85
Retrofit advice
13.4.1
1
1
Ensure that advice is delivered at engagement, on completion of IOE, on completion of the design and at or shorty after handover
1
£46.67
70
86
Retrofit advice
13.4.3
1
1
Ensure that advice delivered after completion of the improvement option evaluation covers the specified topics
0.25
£11.67
71
87
Retrofit advice
13.4.4
1
1
Ensure that advice delivered on completion of the design is delivered by the Retrofit Designer or the Retrofit Coordinator
0.25
£11.67
72
88
Retrofit advice
13.4.4
1
1
Ensure that advice delivered on completion of the design covers key features of the design, measures and installation process
0.25
£11.67
73
89
Monitoring and evaluation
14.1
1
1
1
Ensure that every retrofit project is subject to monitoring and evaluation to confirm outcomes and identify problems
0.25
£11.67
74
90
Monitoring and evaluation
14.2
1
1
1
Confirm and record the Retrofit Evaluator’s appointment and qualification, appropriate to risk path
0.5
£23.33
75
91
Monitoring and evaluation
14.3
1
1
1
Ensure that Basic evaluation is applied to every completed domestic retrofit project, irrespective of risk path
7
£326.67
76
92
Monitoring and evaluation
14.3
1
1
1
If outcomes are not as intended or there are unintended consequences, apply Intermediate evaluation
15
£700.00
77
93
Monitoring and evaluation
14.3.1
1
1
1
If Intermediate evaluation does not explain unintended outcomes or consequences apply Advanced evaluation
22.5
£1,050.00
78
94
Monitoring and evaluation
14.3.2
1
1
1
Ensure that Intermediate and Advanced evaluation are only applied with the client’s and occupants’ consent.
0.5
£23.33
79
95
Monitoring and evaluation
A.6.1 Annex A
1
1
1
For Intermediate or Advanced evaluation, ensure that the Retrofit Coordinator and Evaluator are not the same person
0.5
£23.33
80
96
Monitoring and evaluation
14.4.1
1
1
1
For Basic evaluation, use a measure-specific questionnaire delivered to the client and occupants (if different)
2
£93.33
81
97
Monitoring and evaluation
14.4.1
1
1
1
Ensure that the Basic evaluation questionnaire covers the specified topics
0.25
£11.67
82
98
Monitoring and evaluation
14.4.2
1
1
1
Ensure that Basic monitoring data are collated, summarised and reported with any recommendations to client and project team
2.5
£116.67
83
99
Monitoring and evaluation
14.4.3
1
1
1
Ensure that Basic evaluation is completed and reported within three months of handover of the retrofit work.
0.25
£11.67
84
100
Monitoring and evaluation
14.5.1
1
1
1
Ensure that Intermediate evaluation covers the specified topics, as appropriate to any identified problems
0.25
£11.67
85
101
Monitoring and evaluation
14.5.2
1
1
1
Ensure that Intermediate monitoring data are collated, summarised and reported with recommendations to client, etc.
2
£93.33
86
102
Monitoring and evaluation
14.5.3
1
1
1
Ensure that Intermediate evaluation is completed and reported within six months of completion of basic evaluation, if possible
0.25
£11.67
87
103
Monitoring and evaluation
14.6.1
1
1
1
Ensure that Advanced evaluation covers the specified topics, as appropriate to any unresolved problems
0.25
£11.67
88
104
Monitoring and evaluation
14.6.2
1
1
1
Ensure that Advanced monitoring data are collated, summarised and reported with recommendations to client and project team
3.5
£163.33
89
105
Monitoring and evaluation
14.6.3
1
1
1
Ensure that Advanced evaluation is completed and reported within two years of completion of basic evaluation, if possible
0.25
£11.67
90
106
Monitoring and evaluation
14.6.3 Note
1
1
1
Consider whether evaluation reports should be made available to quality assurance bodies, with the client’s approval
0.25
£11.67
91
107
Claims of compliance
15.2.1
1
1
1
Identify the type of compliance claim: independent third-party certification, other-party validation or self-assessment
0.25
£11.67
92
108
Claims of compliance
15.2.2
1
1
1
If providing independent third-party certification, arrange assessment of compliance by a body itself accredited by UKAS.
0.25
£11.67
93
109
Claims of compliance
15.2.3
1
1
1
If providing other-party validation, arrange assessment of compliance by an appropriately qualified independent body
0.25
£11.67
94
110
Claims of compliance
15.2.4
1
1
1
If self-assessing compliance, collate and present evidence of compliance with PAS 2035 in accordance with EN ISO 14021
3.5
£163.33
95
111
Claims of compliance
15.2.4
1
1
1
If appropriate upload the qualifications of the Retrofit Advisor, Assessor, Coordinator, Designer and Evaluator to QA body
0.5
£23.33
96
112
Claims of compliance
15.2.4
1
1
1
If appropriate upload copies of the risk assessment, dwelling assessment, retrofit design and evaluation reports to QA body
0.5
£23.33
97
113
Claims of compliance
15.3
1
1
1
When claiming compliance by any of the three available methods, use the appropriate specified form of words
0.25
£11.67
98
114
Qualifications
A.6 Note Annex A
1
1
1
Where one person fills more than one retrofit role, report any conflict of interest to the client and manage it appropriately
2
£93.33
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