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PAS0042 14 Cambridge Road
PAS 2035 Assessment for Flat 12 ECO Towers
Retrofit assessment
Retrofit plans
Biodiverse improvement options for your home
Retrofit design
Claim of compliance with PAS 2035
Handover documents for client
Monitoring and evaluation
Checklist
Retrofit design
Thermal bridging considerations - EWI
Condensation Risk Assessment
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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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