Equips generalist staff to support pre-construction retrofit activities, from CDM 2015 governance and quality assurance to handover packages and snagging.
This course equips generalist staff with the knowledge and skills to support critical pre-construction activities that underpin successful retrofit delivery. It focuses on project coordination, risk management, governance, and quality assurance within the context of PAS 2035 and scheme requirements such as CDM 2015. Learners will also understand how to manage handovers and snagging in line with compliance expectations.
Pre-construction phase, RIBA Plan of Work, CDM 2015, Project governance, Stock analysis, Retrofit assessment, Whole-house design, Risk management, Quality assurance (QA), TrustMark compliance, Contractor procurement, SHDF and Warm Homes funding, Resident engagement, Site readiness, Health and safety planning, Handover package, Snagging procedures
This lesson defines the pre-construction phase as a crucial planning and coordination window between design sign-off and installation. You’ll explore how this phase aligns with CDM 2015, how roles like principal designer and contractor interact, and how activities such as feasibility assessments, resident engagement, and site preparation unfold. Through a stage-by-stage breakdown, the lesson equips you to manage governance, risk, and technical readiness across a typical SHDF-funded retrofit project.
This lesson focuses on the quality assurance processes and risk management strategies essential for delivering compliant retrofit projects. You’ll learn how to build QA into early project stages (e.g. data validation, design review), prepare for audits, and manage risks across the supply chain. The lesson also outlines budget and timeline constraints from schemes like Warm Homes (Wave 3), helping you align compliance activities with funding expectations and avoid project delays or rework.
This lesson explains the critical function of handover packages in completing PAS 2035 and PAS 2030-compliant retrofit projects. You'll learn the essential components to include, such as operational instructions, maintenance guidance, commissioning certificates, and warranties, and how to tailor documentation for different recipients (e.g. occupants, landlords, coordinators). The lesson also outlines the differing responsibilities under PAS 2030 (installer-led) and PAS 2035 (coordinator-led), and provides guidance on demonstrating system operations and updating MTIPs post-handover.
This lesson covers the full snagging workflow, from inspection and documentation to remediation and final verification, ensuring all defects are identified and resolved before final handover. You'll learn how to use standard forms, assign severity levels, apply digital tracking tools, and engage clients in the process. Emphasis is placed on compliance, transparency, and audit-readiness. Strategies for incorporating client feedback are also included, helping teams maintain quality, avoid disputes, and meet funding requirements.
