This standard is about 1 advising and assisting people in modifying or rejecting a specification or design proposal

This unit is about implementing Building Information Modelling to advise on the selection and modification of design recommendations.

This unit requires an understanding of the process of procurement in relation to historic buildings and development areas. You will need to choose the most appropriate procurement procedure and agree it with all interested parties. This unit is about the strategic management of procurement processes. It is about identifying key requirements with stakeholders, resolving any conflicting demands and agreeing feasible and realistic procurement objectives and criteria. You will need to carry out an analysis of factors affecting the procurement and use of resources. Finally, you will need to produce a report on the availability, procurement and use of resource which will enable decision makers to develop a resource procurement strategy.

This unit is about the application of Building Information Modelling to agree and implement alignment of systems with partners and supply chains.

This unit is about agreeing the purpose for an asbestos survey and process.

This unit is about the implementation of Building Information Modelling to allocate and manage space facilities to meet identified requirements.

This standard is about 1 checking materials for suitability 2 identifying health and safety risks 3 producing requests and keeping records for materials 4 issuing instructions for the use of materials 5 ensuring that operators have the required levels of competence 6 arranging for storage of materials

This standard is about allocating and monitoring the use of plant, equipment or machinery. Ensuring plant, equipment or machinery is suitable and available. Checking plant, equipment or machinery for suitability on arrival, ensuring safe use of plant, equipment or machinery and returning plant, equipment or machinery when it is no longer required on site in accordance with current organisational requirements which are equal to or exceed current statutory and legislative requirements.

This standard is about confirming and allocating the use of plant, machinery, equipment or vehicles on the job, adopting safe and healthy working practices, monitoring the use of plant, machinery, equipment, or vehicles, ensuring that plant, machinery, equipment or vehicles are operated safely and without risk to self and others, and performing a supervisory role within craft and operative work areas as associated with work carried out in the built environment.

This standard is about allocating work and monitoring peoples performance ensuring that the work required is planned and effectively allocated, checking on the progress and quality of the work, ensuring team members and the people you are responsible for, are meeting the required standard and adopting safe, healthy and environmentally responsible work practices in accordance with current organisational requirements which are equal to or exceed current statutory and legislative requirements.

This unit is concerned with carrying-out, recording, analysing and presenting the results of a measured survey. The survey could be undertaken for any kind of building, land or for the wider environment using measuring equipment. It also requires the ability to advise, on appropriate techniques and levels of recording required for historic buildings and sites affected by development proposals. You will need to be able to undertake a measured survey with the required level of accuracy, and record the results. You will need to be able to analyse and verify survey data and present this information to stakeholders in an appropriate format.

This unit is about implementing Building Information Modelling to analyse characteristics to evolve design solutions.

This unit is about the implementation of Building Information Modelling to analyse efficient resource use and work processes.

This unit is about undertaking research to establish the cultural significance (and any designations) of assets. You will need to collect, collate, analyse and evaluate investigation data. You will need to report on the relative historic and heritage value, interest, character and significance in order to understand their status, condition and behaviour over time. You will also need to record statements of interest, character and significance and lodge in appropriate

This unit is about analysing design information and operational plans. It is also about evaluating supplier performance and providing resources to help them meet supply project requirements. You will need to analyse design information, operational plans, user feedback and quantities. You will then need to confirm supply requirements. You will need to develop an accurate purchasing plan by analysing design information and projected supply requirements. You will need to identify the opportunities for standardising materials supplies to economise on usage, cost and the environmental impact of supplies. You will need to develop and introduce systems for monitoring and evaluating the purchasing plan in order to identify significant changes in supply requirements. You will need to evaluate supplier performance, identify, record and pass on information to suppliers regarding any issues in respect of supply requirements. You will need to identify, discuss and agree changes with suppliers which will improve performance. You will also need to advise suppliers and provide resources to help them meet supply and project requirements.

This standard is about 1 interpreting information 2 adopting safe and healthy working practices 3 selecting materials, components and equipment 4 preparing for, applying and removing pavement markings manually

This standard is about assembling and setting up the high volume low pressure (HVLP) air spray systems, applying coatings with air spray equipment and cleaning out and maintaining the air spray equipment, providing protection to the work area, interpreting information, adopting safe, healthy and environmentally responsible work practices, selecting, preparing and using materials, components, tools and associated equipment.

This standard is about applying coatings by airless spray equipment including assembling, setting up, using, cleaning out and maintaining the airless spray equipment, providing protection to the work area, interpreting information, adopting safe, healthy and environmentally responsible work practices, selecting and using materials, components, tools and equipment.

This standard is about preparing for and applying coatings to produce textured finishes by use of brush, stippler and roller, providing protection to the work area, interpreting information, adopting safe, healthy and environmentally responsible work practices, selecting, preparing and using materials, components, tools and associated equipment.

This standard is about applying corrosion protection systems to reinforced concrete, interpreting information, adopting safe, healthy and environmentally responsible work practices, and selecting, preparing and using materials, components, tools and associated equipment.

1. interpret the given information relating to the work and resources to confirm its relevance

2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices

3. select the required quantity and quality of resources for the methods of work

4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

5. comply with the given contract information to carry out the work efficiently to the required specification

6. complete the work within the allocated time, in accordance with the programme of work

1. Develop and maintain professional relationships with people

2. Inspect condition of property

3. Report on condition of property

4. monitor tests and recommend modifications to maintain compliance with test requirements

5. monitor physical tests and ensure they are conducted accurately

6. conform to safe working practices during testing

7. ensure accuracy by only using calibrated equipment

8. ensure that sample sizes are sufficient to test the required properties and maintain their integrity to meet recognised statistical principles

9. ensure that test data is recorded clearly and accurately communicated to those who need to use it and stored securely for later analysis

10. keep a clear and accurate record of the time spent on the tests and of any problems that have arisen

11. correlate, check and calculate information on construction which is relevant to the setting-out of the project

12. identify any differences between the specified and the actual site dimensions, record them accurately and to inform the decision makers

13. monitor reference markers which are accurate, identified clearly and protected from movement or removal

14. use appropriate observation methods which meet the specified accuracy

15. use measuring and recording equipment which meets the specified accuracy criteria at the level required

16. observe and measure dimensional controls, setting out points, lines and profiles accurately and record the results to meet quality standards

17. identify and record any errors in position, alignment and level and report to the decision makers

18. record any setting out information which may be of later use, and store it securely so that it is available when needed

19. identify which workplace hazards are relevant to your job

20. identify construction practices which could harm you or others when carrying out your role

21. identify the persons responsible for health and safety in your workplace

22. identify the hazards arising from construction products and processes

23. report the hazards which you have identified to the people responsible

24. identify and report differences between workplace instructions and suppliers' or manufacturers' instructions

25. make sure that your personal conduct at work protects the health and safety of yourself and others, meets any legal responsibilities, and is in accordance with workplace instructions

26. encourage a culture of health, safety and welfare on site and identify and recommend possible opportunities for improving the health and safety of the work environment

27. review that statutory notices, safety information and hazard warnings are maintained

28. review that health, safety and welfare equipment, are in place, correctly used, applied and maintained to meet the project requirements

29. review that inductions are being carried out

30. monitor that systems are in place which meet project requirements

31. notify and report to those responsible where non-compliance has been identified

32. Inspect project against agreed quality standards

33. Monitor project progress against agreed programmes

34. Verify certification for project requirements

35. verify the relevant methods and procedures for commissioning the engineering installations

36. verify that conditions are suitable to implement the commissioning and that the necessary resources are available

37. verify that the commissioning is implemented correctly

38. identify any problems with the commissioning and refer them to relevant stakeholders

39. verify that the engineering installations meet specifications and comply with relevant regulations and guidelines

40. record the results of the commissioning as appropriate and issue to stakeholders

41. verify the relevant methods and procedures for commissioning the engineering systems

42. verify that the engineering systems meet specifications and comply with all relevant regulations and guidelines

43. plan and schedule in accordance with agreed objectives for the maintenance of property

44. review influencing factors and guidance material about the maintenance of property

45. prioritise maintenance having regard to the influencing factors

46. prepare and verify plans and schedules of maintenance for implementation with stakeholders

47. monitor the programme and identify any specific resource and performance issues and recommend appropriate action

48. verify the compliance of statutory requirements for both planned preventative maintenance and emergency works

49. verify that accurate monitoring records are maintained and retained

50. Operate within standards

51. Undertake personal development in the occupational practice area

52. Prepare site inspection information

53. Organise site inspection information

54. Provide information and guidance on site inspection issues

55. Prepare documentation for project handover

56. Obtain and communicate project feedback

1. identify and request plant, equipment or machinery to meet the needs of organisational requirements

2. confirm and record that checks are undertaken to ensure that plant, equipment or machinery meets organisational requirements prior to use on site

3. identify hazards and assess risks arising from the use of plant, equipment or machinery and record and implement measures that protect people and the environment using at least three of the following measures:

• methods of work

• risk assessments

• safe use and storage of tools, equipment and materials

• traffic control

• emergency plans

4. maintain records on how and when the plant, equipment or machinery was utilised during the project

5. recommend alternative types of plant, equipment or machinery to decision-makers when existing plant, equipment or machinery is less suitable for use on site and record outcomes

6. issue and record the instructions provided to operators using the plant, equipment or machinery

7. check, record and confirm that operators of plant, equipment or machinery have the correct training and certification and monitor that they are working safely

8. arrange and record appropriate storage, servicing and maintenance of plant, equipment or machinery to meet at least three of the following organisational requirements:

• health, safety and welfare of the workforce and others

• operational efficiency

• security of resources

• obligations to third parties

• regulatory authorities

• contractual requirements

9. inform decision-makers promptly when plant, equipment or machinery is no longer required and maintain records

10. confirm the programmes and schedules, identify and record the priorities and critical activities, and plan how the work will be undertaken

11. allocate work to team members, taking account of their skills, knowledge, experience and workload and record the outcomes

12. check the validity of team members' industry certification cards, competence schemes, qualifications, certificates and training

13. brief team members on the quality standards or outcomes expected

14. monitor and record both the progress and quality of the work

15. provide prompt and constructive feedback

16. motivate team members to complete the work they have been allocated and provide additional support

17. identify and record any unacceptable or poor performance, discuss the cause(s), agree and record ways of improving performance with team members

18. recognise exceptional performance by individuals and the team, record the praise and recognition provided and advise stakeholders

19. identify, record and use relevant information, from at least four of the following sources, clarify any information which is not clear and update it for production planning purposes:

• survey reports

• design information

• contractual documents

• statutory consents

• planning information

• health, safety and environmental plans

• risk assessments and method statements

• programmes

• records about the competence of people

• sub-contractor arrangements and attendance

• safe systems of work

20. identify and record at least four of the following factors which might affect the proposed works, describe, summarise and inform the people who may be affected:

• occupiers

• near neighbours

• public access

• site conditions

• environmental considerations

• vehicular access and egress

• security and trespass

• public utilities

• heritage issues

• archaeological

• temporary works

21. carry out consultations to identify and confirm safe access points for the site and works which minimise disruption including works traffic and pedestrian segregation

22. confirm and record the arrangements for site safety, welfare and security before work starts and throughout the construction programme

23. confirm and record at least four of the following available resources:

• people

• plant, equipment or machinery

• materials and components

• sub-contractors

• information

• work area and facilities

• waste management

• utility providers

24. implement the considerations given to at least four of the following in relation to the site layout for operational purposes, inform people who will be working on site and record the relevant information provided about the site layout plans:

• storage

• temporary accommodation

• work areas

• plant

• temporary services

• access and egress

• security

• continuing use by occupiers

• waste management

• environmental control

• provision for prefabricated components and systems

• existing fabric

25. implement and record the arrangements for the storage and use of materials, equipment, components and consumables so that material handling and movement is efficient and wastage is minimised

26. ensure notices are placed and maintained which provide accurate information and which conform to organisational requirements

27. provide and record information about when the work will start, how long it will take and when it will finish and distribute to all those affected

28. collate and review relevant information from at least four of the following sources and record the findings to contribute to the project plan:

• surveys and reports

• design

• contractual documents

• statutory consents

• contractor's pre-planning information

• health, safety and environmental plans

• risk assessments and method statements

• programmes and schedules

• resources and materials

• sub-contractor arrangements and attendance

29. clarify any information which is not clear

30. communicate and record the agreed programme, methods and attendance that will coordinate construction operations

31. develop and implement plans detailing the requirements and timescales used to obtain at least six of the following resources which will meet the project requirements and timescales:

• people

• plant, machinery or equipment

• materials and components

• sub-contractors

• trade and technical literature

• work area and facilities

• environmental considerations

• health and safety control equipment

• utility providers

32. organise work activities, record and implement measures that take into account at least four of the following factors:

• occupiers

• near neighbours

• public access

• site conditions

• environmental considerations

• vehicular access and egress

• security and trespass

• public utilities

• archaeology

• heritage issues

33. contribute to your organisational requirements in relation to controlling work quantities and costs

34. collect, evaluate and report work quantities and cost data in relation to at least three of the following:

• materials

• plant, machinery and equipment

• workforce

• sub-contractors

• recorded works

• programmes and schedules

35. identify and report at least two of the following opportunities for cost savings to the people responsible:

• waste reduction

• resource management and logistics

• applications of new technologies and materials

• energy and utility management

• receipt and use of materials

• alternative sources and types of materials

• alternative suppliers of labour, materials and equipment

• document control and record keeping

• alternative methods of work

36. investigate any variations to work cost or quantities, record the outcomes and implement the appropriate corrective action with the people responsible in relation to one of the following:

• restore progress in accordance with agreed programme

• agree new completion dates

• identify potential variation

• secure additional resources

• alter planned work

37. identify and record any significant factors which will affect the number, type and availability of people and services including but not limited to:

• location

• cost

• time

• skills, experience and knowledge

• availability

• compatibility

• training and development requirements

38. evaluate and record the quality and reliability of the following people or services, and notify relevant stakeholders:

• technical staff

• sub-contractors

• specialist services

• operatives

39. negotiate and agree proposals which are likely to produce an effective team membership

40. ensure the following organisational procedures for obtaining people and services are followed:

• contractual

• right to work

• codes of practice

• industry certification cards, competence schemes, qualifications, certificates and training

• insurance

41. confirm quality standards before the work starts and record the information sourced from at least three of the following:

• organisational requirements

• project specifications

• British Standards

• International Standards

• Codes of Practice

• sustainability requirements

• trade advisory guidance and best practice

• benchmarks or key performance indicators

42. clearly record and communicate the areas of responsibility individuals have for maintaining quality standards for the work or task

43. implement systems to inspect and control the quality of work and record the outcomes for at least six of the following:

• visual inspections

• checks with design requirements

• checks with standard documentation

• checks with manufacturers' documentation

• checks with delivery notes

• sampling and mock-ups

• testing

• site inspection reports

• contractors' reports

• site meetings

• dimensional checks

• handover checks

44. implement specified checks and record that work conforms to the agreed quality standards

45. identify and report work and materials which do not conform to the specified quality standards and implement corrective action if required

46. identify and report variations in quality and their programme and safety implications

47. implement and record outcomes from feedback received and recommend them to stakeholders

48. implement at least five of the following systems to monitor and record the progress of the work against the agreed programme:

• visual checks

• resource records

• site tests and inspections

• third party endorsement

• contractors' reports

• written, graphical and electronic records of actual work against the programmed work

• site meetings

• organisational procedures

• management reports

• benchmarks and milestones

• measurements

49. identify and record at least five of the following deviations from planned progress which have occurred, or which may occur, which could disrupt the programme and schedule:

• resource shortages

• design problems and constraints

• industrial disputes

• lack of essential construction information

• construction errors and non-conformance

• environmental conditions

• site constraints

• social disputes or issues

• health, safety and environmental issues

• discovery of archaeological and/or historical finds

• regulatory enforcement

50. review the circumstances of any deviations thoroughly, record findings, agree and implement at least one of the following corrective actions in order to restore progress in accordance with agreed programme:

• additional resources

• alter planned work hours

• resequencing of work activities

51. identify and record measures which could reduce cost and time to help the work progress and communicate with at least two of the following:

• the client, customer or their representative

• contractors

• consultants

• sub-contractors

• suppliers

• workforce

• own organisation

• designers

52. inform people responsible about the following:

• progress

• any changes to the operational programme

• resource needs

53. identify improvements from feedback received, record and recommend them to the people responsible

54. communicate the benefits of accessing learning by giving regular positive and constructive feedback on work performance including keeping records of the feedback provided and promoting the benefits of self-development

55. work with the team to identify, prioritise and record learning needs, then identify and obtain information on a range of possible learning activities for at least two of the following:

• formal

• coached

• mentored

• continuous professional development

56. communicate effectively and plan the development needs with team members, including but not limited to all of the following key points:

• current skills and knowledge

• learning activities undertaken

• learning objectives to be achieved

• resource requirements for development

• timescales

57. demonstrate the various forms of support on offer to team members in undertaking learning activities, and the actions taken to overcome barriers to learning

58. communicate the outcomes of the learning activity undertaken with team members to ensure organisational standards are maintained, outcomes have been achieved and recorded and a thorough evaluation of the learning activity, post completion, is formally assessed and fed back by team members

59. contribute toward development plans with team members and ensure records of the plans are kept updated and communicated with team members

60. record and confirm procedures and time for implementing the handing over of the property

61. analyse completed work against property specifications, identify and record any discrepancies

62. take appropriate action to resolve any problems that emerge from an inspection of the property and record the outcomes

63. ensure the property is clean and tidy, ensure any redundant materials are removed and record all the preparation activities undertaken prior to the hand over

64. observe organisational procedures appropriate to the work environment and ensure protection of the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:

• methods of work

• risk assessment

• safe use and storage of tools and equipment

• safe use and storage of materials

• traffic control

• emergency plans

65. provide the recipient with all relevant documents, materials, information and keys or access media and record all the details relating to the property provided to the recipient

66. advise and record the information provided to the recipient of the procedure for contacting the appropriate people in the event of problems arising after the handover

67. implement and record the organisational and communication systems for the project for four of the following:

• site management

• site or head office team

• contract administration

• health, safety, welfare, wellbeing and environment

• project team

• sharing of project data

• contractors and sub-contractors

• the client, customer or their representative

68. maintain communication systems by confirming the methods of communication, reporting, recording and retrieving information with at least three of the following stakeholders:

• the client, customer or their representatives

• consultants

• contractors

• sub-contractors

• third parties

• public utilities

• emergency services

• visitors

• statutory authorities

69. identify, investigate and record evidence of procedural change in at least two of the following methods of communication and implement and record the action taken:

• oral

• written

• graphic

• electronic

70. implement organisational systems to record and provide feedback

71. supervise the storage and use of at least one of the following materials and components so that material handling and movement is recorded, efficient and wastage is minimised:

• raw materials

• manufactured materials

• components

• prefabricated systems

72. calculate and keep accurate records of deliveries and stock position, using at least one the following, and pass the information to decision-makers:

• manual

• electronic

73. identify and record problems with supply of at least four of the following, discuss the information with suppliers of materials and pass it on to decision-makers:

• price

• quantity

• quality

• availability

• schedule of delivery

• life expectancy

• storage and handling facilities

• environmental issues

• sustainability

• health, safety and welfare issues

• transportation

• deterioration or damage

• loss and theft

• payment terms

• cash flow

• contract variations

74. check stock records regularly and calculate what replacement stock will be needed and record the outcomes

75. identify opportunities for improving the use of stock and stock turnover, record and recommend improvements to decision- makers

76. ensure the workforce is provided with clear and accurate dimensional information to enable them to position, align or level the work from at least four of the following:

• lines

• levels

• angles

• distances

• curves

• position

• setting out points

• loads

• centres of gravity

77. confirm organisational checks have been carried out on the dimensional controls and are recorded to meet the quality standards of the project

78. confirm any deviations in position, alignment or level and the corrective action taken for at least one of the following:

• transfer of lines and levels

• position

• calculations

• given information

79. implement and record revised work procedures and practices to minimise deviations and to allow for at least one of the following circumstances and conditions:

• working environment

• unforeseen events

• planned events

80. confirm and record the project requirements for at least two of the following activities for traditional and heritage buildings against at least five of the following information sources:

81. identify, review and record the impacts on the planning of work activities from at least three of the following factors:

• current organisational requirements

• contractual requirements

• statutory requirements

• resource allocation

• working requirements

• working in and around occupied or tenanted buildings

• environmental considerations

• weather conditions

• sustainability

• sequencing of trades

• temporary works

82. identify, review and record the impacts on the planning of work activities from at least three of the following heritage issues:

• fire safety

• hot works

• archaeology

• legislation and official guidance relating to built heritage

• wildlife and ecology

• condition of existing buildings and structures

• specialist investigations

• performance of traditional materials and construction methods

• protection of heritage features

83. identify, review and record information sourced from at least two of the following guidance materials:

• owner's manuals

• log books

• maintenance schedules and manuals

• practice guides and specifications

• current legislation and official guidance

• health and safety file

84. prioritise and plan activities by assessing and accounting for a range of heritage issues and record the outcomes

85. review priorities, make recommendations and record the decisions made to take account of at least four of the following changing circumstances:

• susceptibility to damage

• safety requirements

• condition of existing buildings and structures

• compromised operational effectiveness

• environmental conditions

• use or change of use

• meeting current legislation

• resources

• security threats

• discovery of architectural or archaeological features during the works

• wildlife and ecology

• temporary works

86. prepare and record the plans or programmes for traditional and heritage buildings and negotiate and agree them with stakeholders for at least two of the following activities:

• repair

• maintenance

• conservation

• alteration

• adaption

• energy efficiency retrofit

• installation or replacement of building services

87. confirm and record the work requirements for at least two of the following demolition activities against five of the following information sources:

88. identify, review and record the findings from at least three of the following influencing factors and two of the following guidance materials in relation to the work environment:

89. prioritise demolition activities by assessing, recording and accounting for all the influencing factors

90. amend and record the priorities to take account of the following changing circumstances:

• susceptibility to damage

• safety requirements

• compromised operational effectiveness

• environmental considerations

• meeting current legislation

• resources

• security threats

• temporary works

91. prepare and record the plans or schedules for at least three of the following demolition activities and negotiate and agree them with decision makers:

• soft strip

• mechanical demolition

• remote mechanical demolition

• explosive demolition

• selective demolition

• diamond drilling and sawing

• temporary works installation or removal

92. confirm and record the work requirements for at least two of the following maintenance activities and at least five repair activities on controlled roads:

93. identify, record and review at least three of the following influencing factors relating to the work environment:

• organisational requirements

• contractual requirements

• statutory requirements

• resource allocation

• stakeholder requirements

• working requirements

• environmental considerations

94. consult and record the outcomes from at least two of the following guidance materials:

• manufacturer's instructions under the Construction

95. prioritise and record the maintenance activities by assessing and accounting for all the following influencing factors:

• organisational requirements

• contractual requirements

• statutory requirements

• resource allocation

• working requirements

• environmental considerations

• weather conditions

96. amend priorities to take account of the following changing circumstances whilst maintaining consistency with the influencing factors:

• susceptibility to damage

• safety requirements

• need to inhibit and respond to deterioration

• compromised operational effectiveness

• weather conditions

• use or change of use

• current legislation

• resources

• security threats

97. prepare plans or schedules for two of the following maintenance activities and negotiate and agree them with decision makers:

• regular programmes

• tendered works

• responsive works

• cost estimated works

• winter maintenance

• traffic maintenance (signing, lighting and guarding)

• temporary traffic management (on motorways and high-speed dual carriageways)

• risk assessments and method statements

98. prepare risk assessments and method statements for three of the following:

• structure

• surface

• materials

• markings

• fittings

• power and light

• drainage

• telecommunications

• special services and equipment

• landscaping

• temporary traffic management

• fencing

• vehicle restraint systems

• signs

• lighting columns and traffic control equipment

99. prepare plans or schedules for two of the following maintenance activities:

• winter maintenance

• traffic maintenance (signing, lighting and guarding)

• temporary traffic management (on motorways and high-speed dual carriageways)

100. identify, record and use organisational procedures to implement systems or processes that will deliver and improve customer service for at least two of the following:

• specifications

• drawings

• instructions and variations

• feedback processes

101. give a consistent and reliable service and maintain records of how the provision of customer service promoted customers' confidence

102. work with others to resolve customer service problems using at least two of the following forms of communication:

• electronic

• verbal

• via a second person

• feedback documents

• group meetings

103. communicate with customers to provide information, and check and record satisfaction for at least two of the following actions:

• corrective

• referral

• investigative

• reactive

• proactive

104. solve problems within existing systems or procedures that may affect customers before the customer becomes aware of them

105. confirm and record that the service given meets the customers' needs and expectations

106. inform and record any changes to customer service systems or procedures that will reduce the chance of problems being repeated to at least two of the following people responsible:

• client, customer or their representative

• contractors

• consultants

• sub-contractors

• suppliers

• workforce

107. share and record information to maintain and improve standards of service delivery with people responsible

108. supervise and record the work activities for at least two of the following:

• repair

• maintenance

• conservation

• alteration

• adaption

• energy efficiency retrofit

• installation or replacement of building services

109. observe organisational requirements appropriate for the protection of the workforce, visitors and the environment by application of information relating to at least three of the following:

• methods of work

• risk assessment

• safe use and storage of tools

• safe use and storage of materials

• traffic management

• emergency plans

• fire safety

• hot works

• environmental factors

110. check validity of team members' industry certification cards, competence schemes, qualifications, certificates and training

111. identify and assess any defective works, faults or other issues and recommend and implement corrective action which conforms to safe working methods and practices for at least three of the following:

• construction errors

• identification of further utilities

• non-compliance with legislation and official guidance relating to built heritage

• environmental concerns

• previous incorrect maintenance

• previous selection of inappropriate materials and construction methods

• identification of hazardous materials

• breaches of security

• poor workmanship

• faults caused by incorrect sequencing of trades

• discovery of architectural or archaeological features during the works

• condition of existing buildings and structures

• limitations of design choices

112. keep accurate records of work progress checks, defects, problems, decisions, corrective action and quantities involved

113. identify, assess, record the acquisition and maintain at least four of the following resources for work activities for traditional and heritage buildings and structures

• people

• plant

• equipment or machinery

• materials and component

• sub-contractors

• information

• work area and facilities

• waste management

• utility providers

114. carry out and record the supervision of at least two of the following programmed demolition activities which will minimise disruption and maintain optimum performance:

• soft strip

• mechanical demolition

• remote mechanical demolition

• explosive demolition

• selective demolition

• diamond drilling and sawing

115. observe organisational requirements appropriate to the work environment for the protection of the workforce, the general public, visitors and the environment by the application of information sourced from at least three of the following:

• methods of work

• risk assessment

• safe use and storage of tools and equipment

• safe use and storage of materials

• traffic management

• emergency plans

116. identify and assess at least three of the following faults and problems and recommend and implement corrective action which conforms to safe working methods and practices:

• limitations of design choices

• construction errors

• identification of further utilities

• archaeological and heritage concerns

• environmental concerns

• incorrect maintenance

• identification of hazardous materials

• breaches of security

117. conduct and record the following pre-work demolition checks to meet organisational requirements and maintain safe working methods and practices:

• condition

• fit for purpose

• health, safety, wellbeing and welfare

118. keep accurate records of work progress checks, faults, problems, corrective actions and quantities involved

119. identify and assess at least three of the following resources for at least two of the following demolition activities:

120. supervise, confirm and record at least two programmed maintenance activities and five repair activities on controlled roads which will minimise disruption and maintain optimum performance using the following:

121. observe organisational requirements appropriate to the work environment in relation to protecting the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:

• methods of work

• risk assessments

• safe use and storage of tools and materials

• temporary traffic management

• emergency plans

• health, safety and welfare

122. identify and assess three of the following faults and problems:

• limitations of design choices

• manufacturing and construction errors

• installation errors

• incorrect use

• incorrect maintenance

123. recommend, record and implement corrective action taken which conforms to safe working methods and practices

124. update maintenance recording systems, implement them and monitor their use, for regular programmes, tendered works, lump sum or fixed price, and for at least one of the following activities:

• responsive works

• winter maintenance

• temporary traffic management (including but not limited to signing, lighting, guarding)

• (vehicle restraint systems and noise reducing systems, lighting columns and traffic control equipment, road marking including road studs and fixed vertical road traffic signs

• environmental (landscape maintenance and upkeep of waterways including drainage)

• inspections (structures and environmental activities, including circulation fixtures and carriageways)

125. conduct and record the pre-work inspections to meet organisational requirements and maintain performance using safe working methods and practices for at least two of the following:

• condition

• performance

• health and safety

126. maintain accurate records of work progress checks, faults, problems, corrective action and quantities involved

127. identify, assess, record and maintain three of the following resources for two of the following maintenance activities:

128. 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:

• methods of work

• risk assessments

• safe use and storage of tools

• safe use and storage of materials and components

• traffic management

• emergency plans

• fire safety

• acoustic and sound insulation

• thermal insulation

• workforce competency

• site constraints

129. supervise implementation of the retrofit plan ensuring effective and efficient working practices compliant with design and quality standards, for a given occupational area

130. review and record works progress against the project programme, resources and planned sequencing of works, and recommend and take corrective action when required

131. recognise and report defects in installation with specific reference to five of the following:

• gaps in installation

• missing and inappropriate fixings

• detailing at corners, edges, junctions and openings

• interaction with building services

• combustion appliances, flues and ventilation

• fire safety

• acoustic and sound insulation

• thermal bypass and thermal bridges

• loading

132. check, record and report that ventilation is not compromised and complies with all relevant standards for the following:

• gas and other combustion appliances

• flues

• general ventilation

133. Carry out specified checks of the retrofit works and record that the works conform to quality, standards and compliance with the retrofit design, and manufacturers' instructions, throughout the installation process, for at least eight of the following:

• alterations to the structure

• loadings

• fixings

• corners, junctions and edges of building elements

• interfaces between the building fabric, services and the occupants

• windows and doors including reveals, sills and soffits

• thermal bypass

• thermal bridges

• air tightness

• vapour barriers

• moisture movement

• moisture ingress

• condensation risks

• rainwater goods

• mechanical, electrical and plumbing (MEP)

• fire safety

• acoustic and sound insulation

134. identify, record and implement agreed corrective actions when required for at least nine of the following:

• alterations to the structure

• loadings

• fixings

• corners, junctions and edges of building elements

• interfaces between the building fabric, services and the occupants

• windows and doors including reveals, sills and soffits

• thermal bypass

• thermal bridges

• air tightness

• vapour barriers

• moisture movement

• moisture ingress

• condensation risks

• rainwater goods

• mechanical, electrical and plumbing (MEP)

• combustion appliances, flues and ventilation

• fire safety

• acoustic and sound insulation

135. schedule and coordinate the inspection testing and commissioning, and communicate the outcomes for retrofit works

136. identify, implement and record agreed corrective actions for retrofit works following commissioning including but not limited to two of the following:

• ventilation

• combustion appliances

• heat recovery devices

• heating systems

• hot water systems

• lighting fittings

• systems and controls

• insulation

• draught proofing

• windows and doors

• solar blinds, shutter and shading devices

• renewable energy installations

• fire safety

• acoustic and sound insulation

137. contribute to the project handover on completion of the installation of retrofit works

138. interpret and confirm the relevance of the following information in relation to the supervision of installing, maintaining and removing temporary works:

• drawings

• check certificates

• hold points

• permits to work

• specifications

• schedules

• method statements

• risk assessments

• manufacturers' information

139. observe current legislation and official guidance to the work environment to ensure protection and safety of the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:

• methods of work

• risk assessment

• safe use and storage of tools

• safe use of access materials

• traffic management

• emergency plans

• fire safety

• hot works

• environmental factors

140. identify, assess and maintain the following resources for temporary works

• people

• plant

• equipment or machinery

• materials and components

• sub-contractors

• information

• waste management

• utilities (power, water, lighting)

141. confirm that all materials, equipment and tooling is correct prior to installation

142. supervise the installation of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder procedures

143. keep accurate records of work progress checks, faults, problems, corrective actions, quantities involved and maintain safe working methods and practices

144. handover the temporary works in accordance with organisational procedures

145. supervise the removal of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder requirements

146. supervise the workforce to conduct pre-installation checks in accordance with organisational requirements for at least six of the following:

• accuracy and completeness of project information

• building condition

• health and safety hazards

• fire safety

• temporary works

• protection of existing fabric and services

• suitability of materials

• working in and around buildings and their occupants and neighbouring properties

• environment and ecology including but not limited to safeguarding protected species

• heritage significance

• discovery architectural and archaeological features

147. supervise the workforce to conduct external and internal pre-installation building inspections, and report findings to the person responsible for at least eight of the following:

• suitable access

• property suitability

• adjoining structures

• structural integrity

• hazardous materials

• dampness

• decay

• exposure ratings

• combustion appliances, flues and ventilation

• services (gas, electric, water, media cables)

148. supervise control measures against identified risks arising from external and internal pre-installation building inspections for at least eight of the following:

• suitable access

• property suitability

• adjoining structures

• structural integrity

• hazardous materials

• dampness

• decay

• exposure ratings

• combustion appliances, flues and ventilation

• services (gas, electric, water, media cables)

149. supervise control measures against identified technical and procedural risks for at least eight of the following:

• accuracy and completeness of project information

• building condition

• health and safety hazards

• fire safety

• temporary works

• protection of existing fabric and services

• suitability of materials

• working in and around buildings and their occupants and neighbouring properties

• environment and ecology including but not limited to safeguarding protected species

• heritage significance

• discovery of architectural or archaeological features

150. interpret and utilise information sources against on-site conditions to contribute to the retrofit works plan, risk assessments and method statements for at least four of the following:

• drawings, design and specification information

• building Pto industry standards

• manufacturers' technical information and product data sheets

• sub-contractor methods and scope of works

• surveys

• tests

• examinations

• specialist reports

• statutory consents

• current legislation, official and technical guidance

• written scheme of investigation (WSI) for archaeology

151. report issues with the planned retrofit works and suggest corrective actions for at least six of the following information sources:

• risk assessments

• method statements

• drawings, design and specification information

• building Pto industry standards

• manufacturers' technical information and product data sheets

• sub-contractor methods and scope of works

• surveys

• tests

• examinations

• specialist reports

• statutory consents

• current legislation, official and technical guidance

• the limitations, defects of the materials and their characteristics

• written scheme of investigation (WSI) for archaeology

152. assess the project programme and contribute to the planning and sequencing of works for the installation of retrofit works for at least five of the following:

• repair

• stabilisation

• temporary works

• opening-up and investigations

• removal of fabric, structure or services, and making good

• preparing the building for installation of fabric measures

• installation of fabric, structure or services

• testing

• commissioning

• handover

153. contribute to the planning for the efficient use of the resources required for retrofit works, for at least four of the following:

• materials and components

• services

• plant, equipment or machinery

• workforce

• information

• site facilities

• waste management

• structures

• storage of materials within specified parameters

154. carry out supervision and provide input into the programmes, plans or schedules which will minimise disruption and maintain optimum performance for at least two of the following tunnelling activities:

• mobile plant and machinery operations

• back up services installation

• operations, maintenance or removal

• spoil removal

• access equipment erection, maintenance or removal

• pipejacking operations

• micro tunnelling operations

• excavation and installation of supports

• shaft and tunnel construction

• tunnel transport

• spraying concrete lining

• operating separation plant

• temporary works

• lifting loads

155. ensure compliance to current legislation, regulations and official guidance appropriate to the work environment to ensure protection and safety of the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:

• methods of work

• tunnel access arrangements

• risk assessments

• safe use and storage of tools

• safe use and storage of materials

• traffic management

• emergency plans

• fire safety

• hot works

• environmental factors

156. identify and assess common tunnelling defects and problems, recommend and implement corrective actions to be taken which conform to safe working methods and practices for at least three of the following:

• limitations of design choices

• construction errors

• identification of further utilities

• archaeological and heritage concerns

• environmental concerns

• incorrect maintenance

• identification of hazardous materials

• breaches of security

• changes in ground conditions

157. ensure accurate records are kept of work progress checks, detailing tunnelling defects, problems, corrective actions taken and quantities involved of the following resources:

• people

• plant, equipment and machinery

• materials and components

• sub-contractors

• information

• work area and facilities

• waste management

• utilities

158. identify, assess and record the acquisition and maintenance of at least four of the following resources for at least three of the following tunnelling activities:

159. comply with the given contract information and supervise the activities to form tunnels ensuring the work is carried out efficiently to the required specification in at least one of the following occupational areas:

• hand miner

• shaft miner

• tunnelling machine operator

• machine tunnelling operative

• spoil removal equipment operative

• tunnel services operative

• tunnel transport operator

• tunnel fitter's mate

• tunnel electrician's mate

• sprayed concrete lining tunnelling operative

• pipejacking operative

• micro-tunnelling operative

• separation plant operative

• specialist tunnelling occupations

1. interpret the given information relating to the work and resources to confirm its relevance

2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices

3. select the required quantity and quality of resources for the methods of work

4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

5. comply with the given contract information to carry out the work efficiently to the required specification

6. complete the work within the allocated time, in accordance with the programme of work

7. Prepare background surfaces for plastering, tiling, panelling or painting/decorating

8. Operational improvements

• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations

9. Encourage awareness

• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation

10. Workforce and visitors

• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:

‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce

‐ producing records of planning site inductions and activity briefings prior to the lifting operation

11. Protection equipment and resources

• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation

• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:

‐ protective clothing

‐ protective equipment

‐ first aid facilities and arrangements

‐ welfare facilities

‐ storage and security of materials and equipment

‐ accident and incident reporting system

‐ fire-fighting equipment

‐ health, safety and welfare training

‐ environmental protection arrangements

12. Implementing systems

• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence

13. Reviewing lifting activities

• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities

14. Environmental factors

• identify and assess the significance of the relevant following environmental factors and take appropriate action

‐ ecological

‐ nature conservation

‐ noise or nuisance

‐ emissions and contamination to land, air and water

‐ economic and social

‐ traffic and people management

‐ waste management and recycling

‐ weather

‐ wind effects, vortices and building shielding

15. Confirm work requirements

• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:

‐ survey reports

‐ designs

‐ contractual documentation

‐ statuary consents

‐ risk assessments

‐ method statements

‐ rigging studies

‐ drawings

‐ programmes

‐ records regarding competence of lifting team

‐ sub-contractor arrangements

‐ health, safety and environmental plans

‐ utilities

‐ work permits

‐ local authorities

‐ highways authorities

‐ manufacturers data

16. Identify and review the influencing factors

• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity

• produce records for the following influencing factors:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• produce records of identification and review of the following guidance and information sources:

‐ lifting equipment, other equipment and accessories, manuals and data

‐ maintenance or examination schedules and manuals

‐ good practice guides and specifications

‐ current legislation and official guidance

‐ organisational procedures

17. Methods of work

• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

18. Amend work methods

• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• create or complete records of amended working methods taking into account the following circumstances:

‐ susceptibility to damage

‐ safety requirements

‐ compromised operational effectiveness

‐ weather conditions

‐ use, or change of use of equipment

‐ current legislation

‐ resources

‐ lifting equipment, other equipment and accessories data

‐ workforce and lifting team

‐ security threats

‐ external factors

‐ project alterations

‐ ground conditions

19. Communicate work methods

• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication

20. Prepare plans and record work methods and schedules

• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers

• negotiate and agree them plans and work methods with decision-makers

21. Planning calculations

• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:

‐ height

‐ length

‐ density

‐ mass

‐ capacity

‐ volume

‐ area

‐ angles

‐ stress or strain

‐ loadings

‐ pressure

‐ stability

‐ velocity

‐ temperature

‐ ratios

‐ deflection

‐ time

‐ shape

‐ centre of gravity

22. Interpretation of information

• interpret the information relating to the lifting operation, lifting accessories, equipment and loads from the following sources:

‐ drawings

‐ specifications

‐ schedules

‐ risk assessments

‐ method statements

‐ lift plans

‐ verbal briefings

‐ manufacturers' information

• check the information for the lifting operation is appropriate with regard to the available resources, lifting accessories, load data and calculations in relation to:

‐ weight

‐ quantity

‐ length

• communicate with the relevant people when problems are identified with information provided

23. Organise and work with others

• organise and work with others, to check and establish how the task is to be conducted

• communicate using discussions, sketches, electronic data, briefings, signalling and radio communications with the following lifting team members:

‐ lift planner or appointed person

‐ lifting operations supervisor

‐ other signallers

‐ lifting equipment operators

‐ ancillary workers

‐ other occupations associated with the lifting operation

24. Safe working practices

• comply with organisational procedures and official guidance

• comply with the information provided to avoid risk in relation to the following:

‐ methods of work

‐ safe use of health, safety and environmental control measures

‐ safe use and storage of tools and equipment

‐ safe use, storage and handling of lifting accessories

‐ safe use of any access equipment

‐ specific risks to safety, health and welfare

‐ specific risks to the work area and local environment

25. Selection of resources associated with the activity

• select required resources for the lifting operations including:

‐ lifting accessories

‐ lifting aids

‐ hand tools and ancillary equipment

‐ signalling and communication equipment

26. Minimise the risk of damage

• comply with organisational procedures to minimise risk and prevent damage in relation to the following:

‐ protecting the loads, work and surrounding area from damage

‐ maintaining a clear and tidy work space

‐ disposing of waste in accordance with organisational procedures, regulations and official guidance

27. Meet the specification

• comply with the lifting information to carry out the work efficiently and safely to the required specification in relation to the following;

‐ demonstrate work skills to: measure, gauge, judge, calculate, fit, fix, test, balance, interpret, assess, explain, prepare, indicate, inform, instruct, sign, position, adjust, configure, move, secure, signal and relay

‐ select, assess, maintain and use lifting accessories, lifting aids, signalling and communication equipment

‐ prepare lifting accessories prior to slinging

‐ sling and signal for the lifting and movement of suspended loads to given instructions for the following:-balanced loads -unbalanced loads -loose loads-bundled loads -containerised loads -where the operator does not have clear sight of the load

‐ guide, move, control and place suspended loads to agreed destinations to given working instructions using signals and verbal instructions to lifting equipment operators and other signallers where relevant

‐ detach lifting accessories from loads and leave in a safe state

‐ reconfigure lifting accessories after detachment following placing of a load so that any component part does not foul structures or objects

‐ carry out post lifting checks and storage requirements of lifting accessories

28. Allocated time

• complete the work in accordance with the programme of work activities and provide post-operation feedback to team members in relation to the following:

‐ completion of own work that conforms to safe working practices and required timescales to meet the needs of other occupations, customers and employers

‐ relay problems encountered during the lifting operation back to relevant team members

29. Identify and assess faults and problems

• determine the requirements of the lift plan

• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations

• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons

30. Identify, assess and maintain resources

• identify, assess, coordinate and maintain the necessary resources for the lifting activity

• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:

‐ people

‐ lifting equipment and accessories

‐ materials and components

‐ work area and facilities

31. Conduct pre-work checks

• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:

‐ testing

‐ examination

‐ inspection

‐ certification

• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:

‐ condition

‐ fit for purpose

‐ health and safety

‐ environmental

‐ people

‐ working area

‐ ground conditions

32. Carry out the supervision of lifting activities

• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:

‐ freely suspended loads

‐ above ground operations

‐ below ground operations

‐ lifting of persons

‐ dismantling operations

‐ excess height lifts

‐ multiple lifting

‐ pick-and-carry

‐ where the operator does not have clear sight of the load

‐ loading and unloading

33. Observe legislation and guidelines

• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information

34. Keep accurate records of work progress

• check the progress and quality of the work, stopping when required due to issues encountered

• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered

35. Conduct post-work checks

• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed

36. Conduct post work feedback

• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance

37. comply with all workplace health, safety and welfare legislation requirements at all times

38. recognise hazards, associated with the workplace, that have not been previously controlled, and report them in accordance with organisational procedures

39. accept responsibility for, and comply with, organisational policies and procedures in order to contribute to health, safety and welfare

40. comply with and support all organisational security arrangements and approved procedures

41. communicate with others

42. follow organisational procedures to plan the sequence of work in order to conform to productive work practices and maintain records

43. maintain good work relationships

44. comply with the given information to move, handle or store resources

45. comply with the given relevant legislation and official guidance to move, handle or store occupational resources and maintain safe work practices

46. select the required quantity and quality of resources for the method of moving, handling or storing occupational resources

47. prevent damage to the occupational resources and surrounding environment

48. comply with the given occupational resource information to carry out the work efficiently to the required guidance

1. confirm the plant, machinery, equipment or vehicles for the workplace and allocate it to the operations

2. ensure compliance with current health and safety information and implement working practices and other safeguards to minimise risks

3. report when plant, machinery, equipment, vehicles or their operators are unsuitable for use in the workplace

4. ensure information for the use of plant, machinery, equipment or vehicles is supplied to operators and supervise safe use

5. monitor and ensure all checks on plant, machinery, equipment or vehicles are carried out in accordance with organisational requirements

6. monitor completion dates and report when plant, machinery, equipment or vehicles have completed working activities and are no longer required

7. co-ordinate and communicate with work colleagues, the information to position, line and level the work being carried out

8. confirm and measure the dimensional controls, setting out points, lines and profiles, and maintain them to the specified work requirements

9. check and ensure measuring and recording equipment meets the specified tolerances

10. record and report circumstances and conditions which result in deviations to the dimensional controls and ensure they are corrected in accordance with the work requirements

11. provide information, as authorised and as required, to all the people who will be affected by the work

12. agree a planned timescale and methods of work with the workforce

13. implement the organisational and communication needs that are required for the project

14. identify any breakdowns in communication, and take action to restore effective communication

15. communicate and organise the work being done with other operations as required of the agreed work programme within predetermined levels of authorisation

16. organise and ensure sufficient resources of the appropriate type which will meet the project requirements and timescales

17. organise and control the work and resources so that conditions are safe and the workplace is tidy

18. identify and record any unplanned circumstances, and pass them on to people who may be affected

19. organise the designated work area for operational purposes and communicate to workforce

20. organise the storage and use of materials and components so that material handling and movement is safe and efficient, and wastage is minimised

21. implement contractual, industry and manufacturers' standards from available information and allocate responsibilities

22. regularly check that work conforms to the design requirements and the specified contractual, industry and manufacturers' standards

23. identify work that fails to meet the requirements and specified contractual, industry and manufacturers' standards and implement corrective action

24. identify and inform managers about any variations between contractual, industry and manufacturers' standards

25. allocate and maintain health, safety, environmental and welfare equipment and resources which meet the project and statutory requirements

26. encourage a positive culture of health, safety, environmental and welfare practices and identify opportunities for improving the health and safety of the work environment through engagement with the workforce

27. ensure your team are inducted and check that they are suitably competent and monitored whilst at the workplace

28. monitor and review health, safety, environmental and welfare practices and safe systems of work in accordance with current organisational and statutory requirements

29. identify and record performance and bring to the attention of the team member concerned

30. provide the team member with the opportunity to discuss actual or potential issues and concerns affecting their performance

31. agree with the team member a course of action which is appropriate, timely and effective

32. ensure your team members are aware of information regarding disciplinary and grievance procedures

33. monitor progress of planned programme against the work schedules

34. identify inappropriate specified resources, record and report and suggest suitable alternative resources

35. identify and quantify any deviations from planned progress which have occurred, or may occur, and which could alter the programme

36. confirm the circumstances of any deviations, seek advice and implement appropriate corrective action

37. identify and report options which are likely to help the contract progress

38. report progress, changes to the operational programme and resource needs

39. identify, interpret and provide information relating to the work and resources work with other people to identify and offer adequate and appropriate opportunities and resources to learn work with other people to identify and prioritise learning needs demonstrate the correct application of working techniques relevant to the work outcome identify where people require help to achieve their agreed targets evaluate people's progress towards agreed targets

40. identify the requirements to carry out the property condition inspection confirm permissions by those affected, prior to commencement of the property condition inspection take accurate observations and measurements for the property condition inspection carry out further investigations when observations are inconsistent with existing data and expected findings, and accurately identify the cause of inconsistencies identify and examine actual and potential causes of failure and deterioration and record accurately

41. assemble and collate information on the property condition survey select evaluation methods and techniques select evidence for the assessment of property condition analyse all relevant evidence and information prepare the information to produce a property condition survey report identify and make recommendations based upon the property condition survey report

42. identify the objectives and purpose of the property condition inspection select methods and techniques for the property condition inspection process interpret and evaluate relevant information and significant factors which may influence the property condition inspection recommend a property condition inspection process confirm the arrangements for the property condition inspection

43. interpret the given information relating to the work and resources to confirm its relevance

44. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices

45. select the required quantity and quality of resources for the methods of work

46. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

47. comply with the given contract information to carry out the work efficiently to the required specification

48. complete the work within the allocated time, in accordance with the programme of work

1. interpret the given information relating to the work and resources to confirm its relevance

2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices

3. select the required quantity and quality of resources for the methods of work

4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

5. comply with the given contract information to carry out the work efficiently to the required specification

6. complete the work within the allocated time, in accordance with the programme of work

7. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

8. comply with the given, relevant legislation and official guidance to carry

9. out your work and maintain safe work practices

10. select the required quantity and quality of resources for the methods of

11. Work

12. comply with organisational procedures to minimise the risk of damage to

13. the work and surrounding area

14. comply with the given contract instructions to carry out the work

15. efficiently to the required specification

16. complete the work within the allocated time, in accordance with the

17. programme of work

18. interpret the given information relating to the work and resources to

19. confirm its relevance

20. comply with the given contract information to carry out the work

21. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices

22. Manufacture routine products interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

23. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices carry out pre-start preparation inspections on power tools and equipment in accordance with approved procedures comply with organisational procedures to minimise the risk of damage to the work and surrounding area carry out operations using power tools and equipment in accordance with safe working practices to achieve the work outcome complete the work within the allocated time, in accordance with the programme of work

1. Operational improvements

• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations

2. Encourage awareness

• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation

3. Workforce and visitors

• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:

‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce

‐ producing records of planning site inductions and activity briefings prior to the lifting operation

4. Protection equipment and resources

• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation

• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:

‐ protective clothing

‐ protective equipment

‐ first aid facilities and arrangements

‐ welfare facilities

‐ storage and security of materials and equipment

‐ accident and incident reporting system

‐ fire-fighting equipment

‐ health, safety and welfare training

‐ environmental protection arrangements

5. Implementing systems

• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence

6. Reviewing lifting activities

• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities

7. Environmental factors

• identify and assess the significance of the relevant following environmental factors and take appropriate action

‐ ecological

‐ nature conservation

‐ noise or nuisance

‐ emissions and contamination to land, air and water

‐ economic and social

‐ traffic and people management

‐ waste management and recycling

‐ weather

‐ wind effects, vortices and building shielding

8. Confirm work requirements

• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:

‐ survey reports

‐ designs

‐ contractual documentation

‐ statuary consents

‐ risk assessments

‐ method statements

‐ rigging studies

‐ drawings

‐ programmes

‐ records regarding competence of lifting team

‐ sub-contractor arrangements

‐ health, safety and environmental plans

‐ utilities

‐ work permits

‐ local authorities

‐ highways authorities

‐ manufacturers data

9. Identify and review the influencing factors

• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity

• produce records for the following influencing factors:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• produce records of identification and review of the following guidance and information sources:

‐ lifting equipment, other equipment and accessories, manuals and data

‐ maintenance or examination schedules and manuals

‐ good practice guides and specifications

‐ current legislation and official guidance

‐ organisational procedures

10. Methods of work

• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

11. Amend work methods

• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• create or complete records of amended working methods taking into account the following circumstances:

‐ susceptibility to damage

‐ safety requirements

‐ compromised operational effectiveness

‐ weather conditions

‐ use, or change of use of equipment

‐ current legislation

‐ resources

‐ lifting equipment, other equipment and accessories data

‐ workforce and lifting team

‐ security threats

‐ external factors

‐ project alterations

‐ ground conditions

12. Communicate work methods

• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication

13. Prepare plans and record work methods and schedules

• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers

• negotiate and agree them plans and work methods with decision-makers

14. Planning calculations

• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:

‐ height

‐ length

‐ density

‐ mass

‐ capacity

‐ volume

‐ area

‐ angles

‐ stress or strain

‐ loadings

‐ pressure

‐ stability

‐ velocity

‐ temperature

‐ ratios

‐ deflection

‐ time

‐ shape

‐ centre of gravity

15. Identify and assess faults and problems

• determine the requirements of the lift plan

• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations

• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons

16. Identify, assess and maintain resources

• identify, assess, coordinate and maintain the necessary resources for the lifting activity

• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:

‐ people

‐ lifting equipment and accessories

‐ materials and components

‐ work area and facilities

17. Conduct pre-work checks

• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:

‐ testing

‐ examination

‐ inspection

‐ certification

• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:

‐ condition

‐ fit for purpose

‐ health and safety

‐ environmental

‐ people

‐ working area

‐ ground conditions

18. Carry out the supervision of lifting activities

• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:

‐ freely suspended loads

‐ above ground operations

‐ below ground operations

‐ lifting of persons

‐ dismantling operations

‐ excess height lifts

‐ multiple lifting

‐ pick-and-carry

‐ where the operator does not have clear sight of the load

‐ loading and unloading

19. Observe legislation and guidelines

• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information

20. Keep accurate records of work progress

• check the progress and quality of the work, stopping when required due to issues encountered

• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered

21. Conduct post-work checks

• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed

22. Conduct post work feedback

• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance

1. Confirm work requirements

• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:

‐ survey reports

‐ designs

‐ contractual documentation

‐ statuary consents

‐ risk assessments

‐ method statements

‐ rigging studies

‐ drawings

‐ programmes

‐ records regarding competence of lifting team

‐ sub-contractor arrangements

‐ health, safety and environmental plans

‐ utilities

‐ work permits

‐ local authorities

‐ highways authorities

‐ manufacturers data

2. Identify and review the influencing factors

• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity

• produce records for the following influencing factors:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• produce records of identification and review of the following guidance and information sources:

‐ lifting equipment, other equipment and accessories, manuals and data

‐ maintenance or examination schedules and manuals

‐ good practice guides and specifications

‐ current legislation and official guidance

‐ organisational procedures

3. Methods of work

• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

4. Amend work methods

• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• create or complete records of amended working methods taking into account the following circumstances:

‐ susceptibility to damage

‐ safety requirements

‐ compromised operational effectiveness

‐ weather conditions

‐ use, or change of use of equipment

‐ current legislation

‐ resources

‐ lifting equipment, other equipment and accessories data

‐ workforce and lifting team

‐ security threats

‐ external factors

‐ project alterations

‐ ground conditions

5. Communicate work methods

• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication

6. Prepare plans and record work methods and schedules

• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers

• negotiate and agree them plans and work methods with decision-makers

7. Planning calculations

• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:

‐ height

‐ length

‐ density

‐ mass

‐ capacity

‐ volume

‐ area

‐ angles

‐ stress or strain

‐ loadings

‐ pressure

‐ stability

‐ velocity

‐ temperature

‐ ratios

‐ deflection

‐ time

‐ shape

‐ centre of gravity

8. Identify and assess faults and problems

• determine the requirements of the lift plan

• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations

• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons

9. Identify, assess and maintain resources

• identify, assess, coordinate and maintain the necessary resources for the lifting activity

• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:

‐ people

‐ lifting equipment and accessories

‐ materials and components

‐ work area and facilities

10. Conduct pre-work checks

• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:

‐ testing

‐ examination

‐ inspection

‐ certification

• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:

‐ condition

‐ fit for purpose

‐ health and safety

‐ environmental

‐ people

‐ working area

‐ ground conditions

11. Carry out the supervision of lifting activities

• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:

‐ freely suspended loads

‐ above ground operations

‐ below ground operations

‐ lifting of persons

‐ dismantling operations

‐ excess height lifts

‐ multiple lifting

‐ pick-and-carry

‐ where the operator does not have clear sight of the load

‐ loading and unloading

12. Observe legislation and guidelines

• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information

13. Keep accurate records of work progress

• check the progress and quality of the work, stopping when required due to issues encountered

• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered

14. Conduct post-work checks

• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed

15. Conduct post work feedback

• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance

1. interpret the given information relating to the work and resources to confirm its relevance

2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices

3. select the required quantity and quality of resources for the methods of work

4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

5. comply with the given contract information to carry out the work efficiently to the required specification

6. complete the work within the allocated time, in accordance with the programme of work

7. Operational improvements

• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations

8. Encourage awareness

• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation

9. Workforce and visitors

• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:

‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce

‐ producing records of planning site inductions and activity briefings prior to the lifting operation

10. Protection equipment and resources

• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation

• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:

‐ protective clothing

‐ protective equipment

‐ first aid facilities and arrangements

‐ welfare facilities

‐ storage and security of materials and equipment

‐ accident and incident reporting system

‐ fire-fighting equipment

‐ health, safety and welfare training

‐ environmental protection arrangements

11. Implementing systems

• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence

12. Reviewing lifting activities

• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities

13. Environmental factors

• identify and assess the significance of the relevant following environmental factors and take appropriate action

‐ ecological

‐ nature conservation

‐ noise or nuisance

‐ emissions and contamination to land, air and water

‐ economic and social

‐ traffic and people management

‐ waste management and recycling

‐ weather

‐ wind effects, vortices and building shielding

14. Confirm work requirements

• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:

‐ survey reports

‐ designs

‐ contractual documentation

‐ statuary consents

‐ risk assessments

‐ method statements

‐ rigging studies

‐ drawings

‐ programmes

‐ records regarding competence of lifting team

‐ sub-contractor arrangements

‐ health, safety and environmental plans

‐ utilities

‐ work permits

‐ local authorities

‐ highways authorities

‐ manufacturers data

15. Identify and review the influencing factors

• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity

• produce records for the following influencing factors:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• produce records of identification and review of the following guidance and information sources:

‐ lifting equipment, other equipment and accessories, manuals and data

‐ maintenance or examination schedules and manuals

‐ good practice guides and specifications

‐ current legislation and official guidance

‐ organisational procedures

16. Methods of work

• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

17. Amend work methods

• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• create or complete records of amended working methods taking into account the following circumstances:

‐ susceptibility to damage

‐ safety requirements

‐ compromised operational effectiveness

‐ weather conditions

‐ use, or change of use of equipment

‐ current legislation

‐ resources

‐ lifting equipment, other equipment and accessories data

‐ workforce and lifting team

‐ security threats

‐ external factors

‐ project alterations

‐ ground conditions

18. Communicate work methods

• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication

19. Prepare plans and record work methods and schedules

• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers

• negotiate and agree them plans and work methods with decision-makers

20. Planning calculations

• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:

‐ height

‐ length

‐ density

‐ mass

‐ capacity

‐ volume

‐ area

‐ angles

‐ stress or strain

‐ loadings

‐ pressure

‐ stability

‐ velocity

‐ temperature

‐ ratios

‐ deflection

‐ time

‐ shape

‐ centre of gravity

21. Interpretation of information

• interpret the information relating to the lifting operation, lifting accessories, equipment and loads from the following sources:

‐ drawings

‐ specifications

‐ schedules

‐ risk assessments

‐ method statements

‐ lift plans

‐ verbal briefings

‐ manufacturers' information

• check the information for the lifting operation is appropriate with regard to the available resources, lifting accessories, load data and calculations in relation to:

‐ weight

‐ quantity

‐ length

• communicate with the relevant people when problems are identified with information provided

22. Organise and work with others

• organise and work with others, to check and establish how the task is to be conducted

• communicate using discussions, sketches, electronic data, briefings, signalling and radio communications with the following lifting team members:

‐ lift planner or appointed person

‐ lifting operations supervisor

‐ other signallers

‐ lifting equipment operators

‐ ancillary workers

‐ other occupations associated with the lifting operation

23. Safe working practices

• comply with organisational procedures and official guidance

• comply with the information provided to avoid risk in relation to the following:

‐ methods of work

‐ safe use of health, safety and environmental control measures

‐ safe use and storage of tools and equipment

‐ safe use, storage and handling of lifting accessories

‐ safe use of any access equipment

‐ specific risks to safety, health and welfare

‐ specific risks to the work area and local environment

24. Selection of resources associated with the activity

• select required resources for the lifting operations including:

‐ lifting accessories

‐ lifting aids

‐ hand tools and ancillary equipment

‐ signalling and communication equipment

25. Minimise the risk of damage

• comply with organisational procedures to minimise risk and prevent damage in relation to the following:

‐ protecting the loads, work and surrounding area from damage

‐ maintaining a clear and tidy work space

‐ disposing of waste in accordance with organisational procedures, regulations and official guidance

26. Meet the specification

• comply with the lifting information to carry out the work efficiently and safely to the required specification in relation to the following;

‐ demonstrate work skills to: measure, gauge, judge, calculate, fit, fix, test, balance, interpret, assess, explain, prepare, indicate, inform, instruct, sign, position, adjust, configure, move, secure, signal and relay

‐ select, assess, maintain and use lifting accessories, lifting aids, signalling and communication equipment

‐ prepare lifting accessories prior to slinging

‐ sling and signal for the lifting and movement of suspended loads to given instructions for the following:-balanced loads -unbalanced loads -loose loads-bundled loads -containerised loads -where the operator does not have clear sight of the load

‐ guide, move, control and place suspended loads to agreed destinations to given working instructions using signals and verbal instructions to lifting equipment operators and other signallers where relevant

‐ detach lifting accessories from loads and leave in a safe state

‐ reconfigure lifting accessories after detachment following placing of a load so that any component part does not foul structures or objects

‐ carry out post lifting checks and storage requirements of lifting accessories

27. Allocated time

• complete the work in accordance with the programme of work activities and provide post-operation feedback to team members in relation to the following:

‐ completion of own work that conforms to safe working practices and required timescales to meet the needs of other occupations, customers and employers

‐ relay problems encountered during the lifting operation back to relevant team members

28. Identify and assess faults and problems

• determine the requirements of the lift plan

• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations

• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons

29. Identify, assess and maintain resources

• identify, assess, coordinate and maintain the necessary resources for the lifting activity

• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:

‐ people

‐ lifting equipment and accessories

‐ materials and components

‐ work area and facilities

30. Conduct pre-work checks

• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:

‐ testing

‐ examination

‐ inspection

‐ certification

• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:

‐ condition

‐ fit for purpose

‐ health and safety

‐ environmental

‐ people

‐ working area

‐ ground conditions

31. Carry out the supervision of lifting activities

• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:

‐ freely suspended loads

‐ above ground operations

‐ below ground operations

‐ lifting of persons

‐ dismantling operations

‐ excess height lifts

‐ multiple lifting

‐ pick-and-carry

‐ where the operator does not have clear sight of the load

‐ loading and unloading

32. Observe legislation and guidelines

• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information

33. Keep accurate records of work progress

• check the progress and quality of the work, stopping when required due to issues encountered

• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered

34. Conduct post-work checks

• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed

35. Conduct post work feedback

• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance

36. interpret the given operating information relating to the use of plant or machinery and confirm its relevance

37. organise with others the sequence in which the work is to be carried out

38. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices

39. request resources to sustain plant or machinery operations to complete the programme of work

40. select plant or machinery resources for the methods of work and operations to be carried out

41. interpret the given design information relating to the work and resources to confirm its accuracy, completeness and relevance to the building type, fabric and condition for the following:

• drawings

• specifications

• schedules

• method statements

• risk assessments

• suppliers and manufacturers’ information

• data sheets

42. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment and harness systems

• safe use, storage and handling of materials, tools and equipment

• operative maintenance of installation equipment

• specific risks to health including mental health

• specific risks associated with ventilation and combustion appliances

43. select the required quantity and quality of resources for the methods of work

• check the suitability, compatibility and characteristics of the materials, components, fixings and finishes and determine if they are moisture open or moisture closed and their impact on the building

• record and report issues or defects

• select tools and equipment

44. comply with organisational procedures to minimise the risk of damage to the work and surrounding area by:

• protecting the work and its surrounding area from damage

• maintaining a safe, clear and tidy work area

• disposing of waste in accordance with current legislation

45. comply with the given contract information to carry out the work efficiently to the required specification for the following:

• demonstrate work skills to measure, mark out, mix, apply and fit make good including any defects

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - architectural features - vegetation - rainwater goods - cracking - position of damp proof course - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and equipment

• apply base coats, reinforcing mesh and stress patches in accordance with the design

• apply corner and surface beads and trims

• apply sealant tapes, strips and mastics

• prepare and apply external wall insulation (EWI) surface finishes to given system designer specification, method statement and the required standard for at least three of the following: - dash finishes - synthetic or non-synthetic renders - proprietary pre-cast finishes - paint finishes - brick slips - brick effect render

• fit weather seals

• carry out post installation repairs

• handover and sign off to the customers satisfaction

• carry out post installation checks

46. complete your work within the estimated, allocated time and performance requirements of the system design, method statement and the required standard

47. interpret the given design information relating to the work and resources to confirm its accuracy, completeness and relevance to the building type, fabric and condition for the following:

• drawings

• specifications

• schedules

• method statements

• risk assessments

• manufacturers’ information

• data sheets

48. select the required quantity and quality of resources for the methods of work

• check the suitability, compatibility and characteristics of the materials, components and finishes and determine if they are moisture open or moisture closed and their impact on the building

• record and report issues or defects

• select tools and equipment

49. comply with the given contract information to carry out the work efficiently to the required specification for the following:

• demonstrate work skills to, measure, mark out, calculate, make good

• carry out pre-installation checks, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - exposure ratings - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and installation equipment in line with manufacturers and system specifications

• recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - condition of roof

• create and protect platforms and walkways for access and storage

• remove and secure building occupants stored items

• identify and remove infested, damaged and contaminated insulation from roof area

• identify and install passive ventilation as required by the design and report any identified ventilation limitations

• identify and report the potential risk of uninsulated omitted areas in relation to increased condensation following installation relating to roof coverings (pitched and flat) and roof structures (timber, metal, concrete)

• check for and protect hidden utilities

• identify insulation materials and their characteristics for cold roofs, pipes, storage tanks, cylinders and access hatches

• confirm pre-installation material checks are within specified parameters to include checking and recording batch number and reporting defects

• assemble and operate installation processing equipment in line with manufacturers and system manuals

• calibrate equipment to measure density, flow and quality tests to ensure they are in line with manufacturers specifications and material requirements

• install passive ventilation and safeguard existing ventilation

• prepare and install blown insulation to cold roofs

• prepare and fix pipe, tank and cylinder insulation

• ensure the insulation is contained within the prescribed areas

• protect downlighters by installation of fire rated caps to the required specification

• ensure insulation around electrical apparatus will not create fire hazards (light fittings, electrical units and cables)

• minimise the effects of thermal bridging through compliance with design detail and ensuring a consistent level of insulation to area being insulated

• install and maintain fire resistant barriers

• clean and disassemble installation processing equipment and pack away for transportation

• complete post installation checks in accordance with the system designer installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects

• provide post installation advice and guidance to building occupants including homeowner packs, warning labels and data sheets

• work at height using access equipment and harness systems

• handover and sign off to the customers satisfaction

50. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to measure, mark out, fix and finish, position, seal and secure

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and equipment

• check, record and report issues with construction ventilation, flues, chimneys and combustion air ventilators pre and post installation

• fit breather membrane and vapour control layers

• assemble and operate installation processing equipment in line with manufacturers and system manuals

• prepare and install Internal wall insulation system to given system designer specification, method statement and the required standard using at least two of the following methods to given working instructions - injected - blown - sprayed

• calibrate equipment to measure density, flow and quality tests to ensure they are in line with manufacturers specifications and material requirements

• protect and reinstate, access routes, existing fixtures and fittings (carpets)

• remove, replace and reinstate skirting, coving and cornices, radiators and electrical sockets

• carry out repairs after installation

• clean and disassemble installation processing equipment and pack away for transportation

• handover and sign off to the customers satisfaction

• carry out post installation checks

51. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to, remove, measure, calibrate, mark out, cut, line, level, drill, fit, fix, fill, finish, position and secure

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and installation equipment

• remove existing defective insulation, boarding, breather membranes and vapour control layers

• assemble and operate installation processing equipment in line with manufacturers and system manuals

• prepare for and install insulation to framed sections of roof, floor, wall or ceiling structures, contained frame or open frame, to given working instructions, using at least one of the following methods - injected - blown - sprayed

• calibrate equipment to measure density, flow and quality tests to ensure they are in line with manufacturers specifications and material requirements

• remove defective timber, localised plaster and render

• fix finishing board, sheathing board and plasterboard

• make good any marks or screw and nail holes

• fit insulation between and/or to timber and metal studwork

• clean and disassemble installation processing equipment and pack away for transportation

• carry out post installation checks to ensure insulation complies with the design

• hand over and sign off to the customers satisfaction

52. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment and harness systems

• safe use, storage and handling of materials, tools and equipment

• operative maintenance of installation equipment

• specific risks to health including mental health

• specific risks associated with ventilation (roof space, inside the property and under floor) and combustion appliances

53. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to measure, mark out, calibrate, monitor, fit and fill, make good

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - exposure ratings - vents and ventilation - services (gas, electric, water, media cables)

• check, record and report issues with construction ventilation, flues, chimneys and combustion air ventilators pre and post installation

• use and maintain all work tools and installation equipment

• drill holes to specified patterns using depth gauges and right angled drilling only, selecting the correct masonry drill bit, speed and setting, and taking effective steps to minimise the impact to the building fabric and preventing rubble falling into the cavity

• fit cavity barriers

• assemble and operate installation equipment, measuring density, flow and quality tests

• prepare for and install cavity wall insulation to given system designer specification, method statement and the required standard

• fill holes with matching and suitable materials

• clean, disassemble and prepare installation processing equipment for transportation

• handover and sign off to the customers satisfaction

• carry out post installation checks

54. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to remove, measure, mark out, cut, line, level, drill, fit, fix, fill, finish, position and secure

• to carry out external and internal pre-installation checks, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and adequate ventilation - services (gas, electric, water, media cables) - architectural features - vegetation - rainwater goods - loose surface finishes - external cracking - water ingress - damp proof course

• use and maintain all work tools and equipment

• cut and fix pre-formed trims and mounting blocks

• install pattresses for fixtures and fittings

• apply treatments to existing walls

• prepare and install insulated external wall system in accordance with the specification, design, drawings and method statements to given working instructions

• embed mesh and stress patches in accordance with specification

• carry out mid-install checks to boarding and basecoat stage

• apply mastic aesthetic sealant to all interface, joints and penetration

• install air and vapour control layers

• make good any marks and holes following scaffold removal

• handover and sign off to the customers satisfaction

• carry out post installation checks

55. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment and harness systems

• safe use, storage and handling of materials, tools and equipment

• specific risks to health including mental health

• specific risks associated with ventilation (roof space, inside the property and under floor) and combustion appliances

56. comply with the given contract information to carry out the work efficiently to the required specification for the following:

• demonstrate work skills to measure, mark out, calculate, cut, fit, fill, position, secure and make good

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - common infestations - protected species - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and equipment

• prepare and install insulation to cold roofs using at least one of the following methods in compliance with current regulations and to given work instructions - placed - mechanically or adhesively fixed

• prepare and install insulation to the following in compliance with current regulations and to given working instructions: - pipes - tanks and/or cylinders - access hatches - light wells

• protect electrical services, lighting, media, high amperage cables

• create and protect platforms and walkways for access and storage

• remove and secure building occupants stored items

• install passive ventilation and safe guarding existing ventilation

• insulate and draught-proof access hatches

• insulate light wells

• minimise the effects of thermal bridging

• carry out post installation checks to ensure insulation complies with the design

• provide post installation advice and guidance to building occupants including homeowner packs

• hand over and sign off to the customers satisfaction

57. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment and harness systems

• safe use, storage and handling of materials, tools and equipment

• specific risks to health including mental health

• specific risks associated with vents and ventilation and combustion appliances

58. comply with the given contract information to carry out the work efficiently to the required specification for the following:

• demonstrate work skills to measure, mark out, cut, fit, position, secure and make good

• carry out external and internal pre-installation checks, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and equipment

• prepare and install insulation to the roof pitch using at least one of the following methods in compliance with system specification, manufacturers’ instructions, current regulations and to given work instructions: - placed - mechanically or adhesively fixed

• prepare and install insulation to pipes, tanks and/or cylinders in compliance with current regulations and to given working instructions

• install air and vapour control layers

• protect electrical services, lighting, media, high amperage cables

• create and protect walkways and platforms for access and storage

• remove and secure building occupants stored items

• install passive ventilation and safeguard existing ventilation in accordance with the system design

• carry out post installation checks to ensure adequate ventilation above and below insulation

• maintain fire resistant barriers

• seal joints, perimeters and penetrations

• minimise the effects of thermal bridging

• complete post installation checks in accordance with the system designer installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects

• provide post installation advice and guidance to building occupants including homeowner packs

• hand over and sign off to the customers satisfaction

59. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment and harness systems

• safe use, storage and handling of materials, tools and equipment

• specific risks to health including mental health

• specific risks associated with ventilation and combustion appliances

60. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstration of work skills to, remove, measure, mark out, cut, line, level, drill, fit, fix, fill, finish, position and secure

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and equipment

• prepare and remove existing defective insulation, boarding, breather membranes and vapour control layers

• remove defective timber, localised plaster and render

• fix finishing board, sheathing board and plasterboard

• make good any marks or screw and nail holes

• fit insulation between and/or to timber and metal studwork

• carry out post installation checks to ensure insulation complies with the design

• provide post installation advice and guidance to building occupants including homeowner packs

• hand over and sign off to the customers satisfaction

61. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment

• safe use, storage and handling of materials, tools and equipment

• specific risks to health including mental health

• specific risks associated with ventilation and combustion appliances

• specific risks associated with working in confined spaces

62. select the required quantity and quality of resources for the methods of work

• check the suitability, compatibility and characteristics of the materials and components and determine if they are moisture open or moisture closed and their impact on the building

• record and report issues or defects

• select tools and equipment

63. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to carry out internal pre-installation checks, measure, mark out, calculate, cut, fit, fill, position and secure, make good

• check, record and report issues with construction ventilation, flues, chimneys and combustion air ventilators pre and post installation

• recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - visibility and completeness of damp proof course and membranes - condition of window and door seals - height of internal floors in relation to external floor height - drainage and down pipes - protection of existing ventilation in line with design

• identify the potential risk of increased condensation following installation relating to solid floors and how to prevent it

• prepare floor for insulation to includethe following but not limited to: - safe systems of work - minimising damage - checking existing services - building construction and heritage significance - working surface, solid, free from defect, level and dry - customer safety

• check for hidden utilities

• maintain integrity of membranes

• remove and minimise damage to floorcoverings

• clear and safeguard existing and install additional ventilation if required in accordance with the design and installation checks and report back issues which impact the ventilation assessment

• protect the building occupants and their property

• confirm pre-installation material checks are within specified parameters to include checking and reporting defects

• rectify defects in preparation of insulation measures

• prepare and place insulation to solid floors using the following methods to given working instructions: - insulation under a screed - insulation on top of a solid floor - cut, place and tape insulation to manufacturers’ specification - apply damp proof membrane as required - restrict or reduce unwanted heat loss - ensure maintenance of adequate ventilation - minimise the effects of thermal bridging through compliance with design detail and ensuring a consistent level of insulation to the area being insulated

• complete post installation checks in accordance with the design, method statement and installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects

• provide post installation advice and guidance to building occupants including homeowner packs

• handover and sign off to the customers satisfaction

• use and maintain all work tools and equipment

64. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment and harness systems

• safe use, storage and handling of materials, tools and equipment

• specific risks to health including mental health

• specific risks associated with ventilation (roof space, inside the property and under floor) and combustion appliances

• specific risks associated with working in confined spaces

65. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to measure, mark out, cut, fit, position, secure and make good

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - visibility and completeness of damp proof course - condition of window and door seals - height of internal floors in relation to finished ground level - drainage and down pipes - protection and existence of sub floor ventilation

• identify the potential risk of increased condensation following installation relating to suspended floors and how to prevent it

• check, record and report issues with under floor (cross flow) ventilation, flues, chimneys and combustion air ventilators pre and post installation

• prepare floor for insulation creating access points taking into consideration the following but not limited to: - safe systems of work - minimising damage - checking existing services - building construction and heritage significance - customer safety

• check for hidden utilities

• maintain integrity of membranes

• remove and minimise damage to floorcoverings

• ensure the minimum void area air space is maintained by removing debris

• clear and safeguard existing and install additional ventilation in accordance with the design and installation checks and report back issues which impact the ventilation assessment

• protect the building occupants and their property

• confirm pre-installation material checks are within specified parameters to include checking and reporting defects

• rectify defects in preparation of insulation measures

• install placed, mechanically or adhesively fixed insulation to suspended floors

• maintain existing sound-proofing

• install and maintain fire resistant barriers

• complete carry out post installation checks in accordance with the design, method statement and installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects

• provide post installation advice and guidance to building occupants including homeowner packs

• handover and sign off to the customers satisfaction

• use and maintain all work tools and equipment

• work at height using access equipment

66. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to measure, mark out, fix, finish, position, seal and secure

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and equipment

• check, record and report issues with construction ventilation, flues, chimneys and combustion air ventilators pre and post installation

• fit breather membrane and vapour control layers

• prepare and install internal wall insulation system to given system designer specification, method statement and the required standard using the following methods to given working instructions - placed - mechanically or adhesively fixed including thermal boards

• protect and reinstate, access routes, existing fixtures and fittings (carpets)

• remove, replace and reinstate skirting, coving and cornices, radiators and electrical sockets

• carry out repairs after installation

• handover and sign off to the customers satisfaction

• carry out post installation checks

67. interpret the given design information relating to the work and resources and identify its suitability taking into consideration building type, defects and detailing and recording and reporting issues in regard to interfaces for the following:

• drawings

• specifications

• schedules

• method statements

• risk assessments

• manufacturers’ information

• data sheets

68. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices as stated for each measure to be installed

69. select the required quantity and quality of resources for the methods of work

• check the suitability, compatibility and characteristics of the materials, components and finishes, and determine if they are moisture open or moisture closed and their impact on the building

• record and report issues or defects

70. comply with organisational procedures to avoid the risk of damage to the work and surrounding area by the following:

• protecting the work and its surrounding area from damage

• maintaining a safe, clear and tidy work area

• disposing of waste in accordance with current legislation

71. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to carry out pre-installation checks (external and internal) in regard to building construction, defects and material interfaces

• identify common building defects including but not limited to: - salt contamination - causes of dampness - rain penetration - rising damp - internal moisture vapour - damaged services - structural defects

72. interpret the given design information relating to the work and resources to confirm its accuracy, completeness and relevance to the building type, fabric and condition for the following:

• drawings

• specifications

• schedules

• method statements

• risk assessments

• manufacturers’ information

• data sheets

• surveys

• Park Homes site rules and restrictions

73. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment

• safe use, storage and handling of materials, tools and equipment

• operative maintenance of installation equipment

• specific risks to health including mental health

• specific risks associated with ventilation (roof space, inside the property, working below suspended supported floor structure) and also including combustion appliances

74. select the required quantity and quality of resources as per the designs for the methods of work

• check the suitability, compatibility and characteristics of the materials, components and finishes and determine if they are moisture open or moisture closed and their impact on the building

• record and report issues or defects

• select tools and equipment

75. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to carry out external and internal pre-installation checks, to cover the following: - moisture content of frame at all corners - integrity of Park Home fabric and suspension system - any signs of board warping, bubbling, dry rot - the distance between Park Homes will meet fire regulations following installation - gas pipes, bottles and electrical cables are secure and safe - insect infestation, vermin, animals and protected species

• measure, mark out, calibrate and complete remedial and preparatory work

• use and maintain all work tools

• carry out post installation checks

76. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment and harness systems

• safe use, storage and handling of materials, tools and equipment

• operative maintenance of installation equipment

• specific risks to health including mental health

• specific risks associated with vents and ventilation and combustion appliances

77. comply with the given contract information to carry out the work efficiently to the required specification for the following:

• demonstrate work skills to measure, mark out, calculate, make good

• carry out external and internal pre-installation checks, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - exposure ratings - vents and ventilation - services (gas, electric, water, media cables)

• use and maintain all work tools and installation equipment

• avoid damage to the building, recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - condition of roof

• create and protect walkways and platforms for access and storage

• remove and secure building occupants stored items

• identify and install passive ventilation as required by the design and report any identified ventilation limitations

• identify and report the potential risk of omitted areas in relation to increased condensation following installation relating to roof coverings (pitched and flat) and roof structures (timber, metal, concrete)

• check for and protect hidden utilities

• protect electrical services, lighting, media, high amperage cables

• confirm pre-installation material checks are within specified parameters to include checking and recording batch number and reporting defects

• assemble and operate installation processing equipment in line with manufacturers and system manuals

• calibrate equipment to measure density, flow and quality tests to ensure they are in line with manufacturers specifications and material requirements

• install passive ventilation and safeguard existing ventilation

• prepare and fix pipe, tank and cylinder insulation

• prepare and install sprayed insulation to create a warm roof

• ensure the insulation is contained within the prescribed areas

• ensure insulation around electrical apparatus will not create fire hazards (light fittings, electrical units and cables)

• install and maintain fire resistant barriers where appropriate

• minimise the effects of thermal bridging through compliance with design detail and ensuring a consistent level of insulation to the area being insulated

• clean and disassemble installation processing equipment and pack away for transportation

• provide post installation advice and guidance to building occupants including homeowner packs and data sheets

• complete post installation checks in accordance with the system designer installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects

• work at height using access equipment and harness systems

• carry out post installation checks

78. comply with the given, relevant legislation, standards and official guidance to carry out your work and maintain safe and healthy work practices relating to the following:

• methods of work

• safe use of health and safety control equipment

• safe use of access equipment and harness systems

• safe use, storage and handling of materials, tools and equipment

• operative maintenance of installation equipment

• specific risks to health including mental health

• specific risks associated with ventilation (inside the property and under floor) and also including combustion appliances

• specific risks associated with working in confined spaces

79. comply with the given contract information to carry out the work efficiently to the required specification by the following:

• demonstrate work skills to measure, mark out, calculate, cut, fit, fill, position, secure and make good

• carry out external and internal pre-installation check, assessing, recording and reporting issues to include: - suitable access - property suitability - structural integrity - dampness - decay - vents and ventilation - services (gas, electric, water, media cables)

• recognise, record and report the key issues that may inhibit commencement of the work including but not limited to: - condition of building fabric - identification of any areas of potential water penetration - visibility and completeness of damp proof course - condition of window and door seals - height of internal floors in relation to external floor height - drainage and down pipes - protection and existence of sub floor ventilation

• identify the potential risk of increased condensation following installation relating to suspended floors and how to prevent it

• check, record and report issues with under floor (cross flow) ventilation, flues, chimneys and combustion air ventilators pre and post installation

• prepare floor for insulation creating access points taking into consideration the following but not limited to: - safe systems of work - minimising damage - checking existing services - building construction and heritage significance - customer safety

• check for hidden utilities

• maintain integrity of membranes

• remove and minimise damage to floorcoverings

• ensure the minimum void area air space is maintained by removing debris

• clear and safeguard existing and install additional in accordance with the design and installation checks and report back issues which impact the ventilation assessment

• protect the building occupants and their property

• confirm pre-installation material checks are within specified parameters to include checking and reporting defects

• rectify defects in preparation of insulation measures

• assemble, operate, clean and disassemble installation processing equipment

• calibrate equipment to measure density, flow and quality tests

• spray insulation to suspended floors

• maintain existing sound-proofing

• install and maintain fire resistant barriers

• complete post installation checks in accordance with the design, method statement and installations operations manual and report issues to include but not limited to safeguarding the combustion ventilation and report defects

• provide post installation advice and guidance to building occupants including homeowner packs

• handover and sign off to the customers satisfaction

• clean and disassemble installation processing equipment and pack away for transportation

• use all work tools and installation equipment in line with manufacturers and system specifications

• work at height using access equipment

80. interpret the given information relating to the work and resources to confirm its relevanceP2 comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practicesP3 select the required quantity and quality of resources for the methods of workP4 comply with organisational procedures to minimise the risk of damage to the work and surrounding areaP5 comply with the given contract information to carry out the work efficiently to the required specificationP6 complete the work within the allocated time, in accordance with the programme of work

81. interpret the given information relating to the work and confirm its relevance

82. comply with the given, relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices

83. select resources for the methods of work and operations to be carried out

84. interpret the given information relating to the use of plant or machinery and confirm its relevance

85. organise with others the sequence in which the work is to be carried out P3 comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices

86. interpret the given information relating to the work and re sources to confirm its relevance

1. Assess the environmental impact of development proposals 1 investigate the requirements for assessing the environmental impact of proposals by examining policy documents, consulting stakeholders and experts 2 select the factors which will be included in the assessment and the criteria to be used for assessing the impact 3 collate relevant data and examine the proposal in its context 4 identify and review alternative solutions which will improve environmental quality and increase sustainability 5 analyse and forecast the environmental impact of the selected factors, both individually and in combination 6 assess, quantify and report on the significance of each factor and suggest measures which will reduce the environmental impact

2. Evaluate and present sustainable requirements 7 identify goals and priorities for potential development, both currently and in the future 8 investigate and identify the design, function and performance requirements of the potential project 9 investigate economic factors and resources, environmental and ecological factors, and social views that affect the future asset value and sustainability of potential development and consider alternatives 10 evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment 11 present development strategies in a suitable format and justify them to decision makers 12 decide whether and how to implement potential sustainable development projects so as to achieve key requirements

3. Identify and evaluate sustainable resources 13 investigate, from appropriate information sources, the factors which impact on the utilisation and sustainability of renewable resources 14 assess accurately the costs and implications of the management and replacement of renewable resources 15 identify and summarise appropriate and valid information sources and identify potential alternative resources 16 compare the technical performance and environmental implications of alternative resources with the performance of existing finite resources with a similar function and calculate any variances 17 investigate, assess and recommend suitable strategies for developing alternative resources, which indicate positive technical and environmental advantages 18 present strategies in a suitable format and justify them to stakeholders

4. Allocate budgets 1 identify responsibilities for budgetary control and allocations under the budget headings of financial plans 2 identify an appropriate method of maintaining overall control of the budget, produce guidance documents and circulate the information to those responsible 3 identify appropriate methods for presenting financial information to responsible personnel 4 issue allocations under budget headings and cash flow calculations and report requirements to those with financial responsibilities 5 authorise expenditure and changes to budgets and issue the information to those responsible 6 identify and agree appropriate methods and timescales for reporting contingencies and variances 7 resolve queries and discrepancies over allocated budgets

5. Prepare and agree entitlement for reimbursement for loss and expense 8 assess the basis of entitlement and criteria for recovery against the contract and relevant expert opinion, and progress and structure valid entitlement which can be substantiated 9 calculate entitlement accurately from relevant and verified information sources 10 identify the liability for the cost and inform the parties involved in the contract 11 analyse the opposing grounds for the entitlement, structure the entitlement clearly and present them 12 conduct negotiations with the parties involved in the contract in a professional manner 13 negotiate, agree and finalise amendments to the entitlement with the parties involved in the contract 14 record and store documents, back-up information and calculations so that they can be easily accessed for reference and auditing purposes

6. Control projects against quality standards 1 identify and interpret quality standards from available information and pass them to the project team for their implementation, before they start work 2 set up systems for inspecting, controlling and recording the quality of work against specified quality standards 3 require the non-compliance of quality standards to be addressed and notify the project team if this is not done within a reasonable time 4 inform the project team regularly about significant variations in complying with quality standards, programme and safety and suggest the decisions which they need to make and actions they need to take 5 identify improvements from feedback received and recommend them to the project team 6 agree and record amendments to the contract quality requirements and specifications

7. Ensure project compliance with legal and contractual requirements 7 identify and interpret legal, contractual and industry standards requirements from available information and clarify them where there is uncertainty 8 ensure that required legal, contractual and industry standards requirements consents are obtained 9 brief the project team about their legal, contractual and industry standards requirements responsibilities to those responsible for implementing them before they start work on the contract 10 develop and implement monitoring systems, collect information regularly and summarise it 11 identify situations which do not comply with legal, contractual and industry standards requirements, investigate the circumstances thoroughly and take responsibility for corrective action 12 identify any changes in legal, contractual and industry standards requirements which may have an impact on the project, summarise the important details and pass this on to the project team 13 complete statutory submissions accurately and on time

8. Control project progress against agreed programme 14 develop and implement systems to monitor and record information on the progress of the project against the agreed programme 15 collect and analyse information regularly and summarise it 16 identify inadequately and inappropriately specified resources, inform project team and specify and obtain alternative resources 17 ensure that any progress deviations are identified and quantified 18 investigate the circumstances of any deviations thoroughly and agree and implement corrective action 19 recommend options which are most likely to minimise increases in time and help the project progress, and pass these on to the project team 20 regularly inform the project team and stakeholders about progress, changes to the programme, resource needs, and suggest the decisions and actions that need to be taken 21 identify improvements from feedback received and recommend them to project team and stakeholders

9. Control project value and cost 22 ensure that appropriate project cost control systems are developed and implemented which are able to provide early warning of problems 23 ensure that value and cost data is collected regularly, recorded correctly and passed on to the people who need it in time for them to be able to use it 24 ensure that the correct work value and cost data are calculated from measurement of work quantity and payment rates 25 ensure that accurate value and cost data is prepared and presented in a format which will help people to make decisions 26 ensure that variations and trends in value and cost data are identified and quantify and cost them 27 ensure that any variations are investigated thoroughly and appropriate corrective action or amendment is agreed and implemented with the project team which will restore costs and expenditure to budget 28 ensure that systems and processes are developed and implemented for identifying opportunities for cost savings and recommend them to the project team 29 ensure that realistic opportunities for cost savings are identified and costed correctly and recommend them to the project team

10. Manage your own resources and undertake continuing personal development in the occupational practice area 1 develop and maintain personal networks of contacts, which are appropriate to meet your current and future needs for information and resources 2 check, on a regular basis, how you are using your time at work and identify possible improvements 3 ensure that your performance consistently meets or goes beyond agreed requirements 4 get regular and useful feedback on your performance from those who are in a good position to judge it and provide you with objective and valid feedback 5 discuss and agree, with those you report to, any changes to your personal work objectives and development plan in the light of performance, feedback received, any development activities undertaken and any wider changes 6 define the personal aims and objectives for undertaking personal development 7 identify and contact sources of support and guidance for undertaking personal development 8 identify and select relevant standards of competence against which personal development can be measured 9 analyse the current personal level of performance against the identified standards of competence and record a profile of present competence and personal development needs 10 prepare a development plan for achieving identified development needs 11 undertake development activities aimed at achieving identified development needs, review and record progress and the effectiveness of the activities 12 measure the achievement of identified development needs and record evidence of competence gained against the identified standards of competence 13 review the cycle of personal development aims and objectives and revise and update aims and objectives to suit changing circumstances

11. Enable people and yourself to learn and benefit from practice experience 14 identify, through discussion with people, areas where they need help to achieve their agreed competence levels and use the information to produce an agreed personal development plan 15 identify and offer adequate and appropriate opportunities and resources for people to learn 16 select and summarise relevant and up to date information about knowledge and practice in a format which is suitable for distribution and for developing learning materials 17 acknowledge appropriate opportunities to learn from other people 18 advise and coach people so that they can identify their current level of competence, their learning needs and targets 19 select and use appropriate learning techniques and methods which are suitable for the topic and the needs of the individual 20 present information to people using a pace, style and form which is appropriate to their needs 21 encourage people to ask questions, seek clarification and advice when they need help and during learning activities 22 review peoples' progress towards agreed objectives and give realistic and positive feedback on achievements

12. Identify and assess hazards, and identify risks 1 check that clients are made aware of the relevant health, safety and welfare regulations and legal framework and their obligations in relation to them 2 collaborate with stakeholders to ensure the compliance of designs with relevant health, safety and welfare regulations and legal framework 3 ensure that hazards and their consequences arising from operations and individual activities are identified and prioritised 4 ensure that hazards are assessed to identify the significance of risks on an iterative basis throughout the development process

13. Make design choices to reduce health and safety risks 5 ensure that identified hazards are eliminated and reduced whilst developing and modifying designs and conflicting demands are taken into account 6 ensure that community measures are given equal priority over project measures when reducing risks 7 take responsibility for ensuring that the risk reduction measures comply with relevant health and safety regulations and guidelines 8 ensure that the information needed by other people involved is recorded in any design documentation so that they can comply with their duties under relevant health and safety regulations 9 promote the implementation of the risk reduction measures with other people involved 10 encourage a responsible culture of health, safety and welfare in design processes and decision making

14. Manage the design process 11 agree with the stakeholders the purposes which will be served by production and installation design information appropriate to the project stage 12 choose a format for presenting the production and installation design information which meets the requirements of the stakeholders 13 identify which parts of the overall project require production and installation design information 14 ensure that the parts of the project design which interact with each other are identified and suitable ways to maintain coherence and consistency between all aspects of the production and installation design information are agreed 15 ensure that procedures are set up which will maintain coherence and consistency between the production and installation design solutions and the overall development concept 16 ensure that techniques are confirmed which are suitable for investigating, calculating, testing, developing and specifying the production and installation design which are consistent with best practice and conform to relevant codes and standards

15. Ensure that forms of contract are prepared 1 select forms of contract, contract clauses and documents for the form of procurement proposed 2 ensure that standard forms of contract are amended so that the clauses and documents are suitable for the form of procurement proposed 3 ensure that particulars and preliminaries are drafted which accurately describe the needs of all the stakeholders in the form of contract 4 ensure that contract clauses are checked and that appendices and amendments meet statutory requirements 5 ensure that non-standard forms of contract, clauses and documents are drafted, which have legal precedent, where standard or modified standard forms are not suitable 6 obtain legal advice on the implications of drafting non-standard clauses and forms of contract and explain why this is necessary to the stakeholders in the contract 7 obtain necessary checks and approvals for the draft forms of contract

16. Ensure that the contract is negotiated and agreed 8 ensure that the obligations of the parties to the contract are identified and obtain valid, written proof that they are able to meet the obligations 9 negotiate contracts using a style and manner which maintains good long term relationships with all the stakeholders 10 negotiate and agree optimum contract terms, conditions and amendments 11 record the results of negotiations accurately and pass the information on, promptly and in accordance with legal requirements, to all the stakeholders 12 ensure that accurate copies of the final contract documents are prepared and checked to meet legal requirements and arrange for them to be signed

17. Select and agree procurement strategies 1 identify and agree feasible and realistic procurement objectives and criteria 2 identify procurement methods which are capable of meeting the procurement objectives and evaluate them against selected criteria 3 select and recommend the most effective procurement methods which meet stakeholders' constraints and relevant legal and industry requirements 4 agree and record the selected procurement method and appropriate implementation procedures

18. Establish project team arrangements 5 identify and confirm with the stakeholders, the type of project work and objectives for project team collaboration 6 form a selection panel of stakeholders to assess potential suppliers and services and identify selection criteria 7 provide information to potential suppliers and services and invite them to submit a statement of their capabilities 8 evaluate the potential suppliers and services using the selection criteria and agree a short-list 9 interview and hold discussions with the short-listed potential suppliers and services to assess their suitability, capability and commitment to the project and compliance with selection criteria 10 select and confirm the project suppliers and services with the stakeholders 11 negotiate agreements and contracts with project suppliers and services 12 conduct project team meetings to facilitate collaborative working and agree individual and mutual project objectives

19. Recommend and agree a form of contract 13 identify clearly the stakeholders and the purpose of the contract 14 identify with the stakeholders significant criteria for selecting the form of contract 15 select and recommend a form of contract which is appropriate to the type of project work 16 give clear and accurate information and advice and provide stakeholders with the opportunities to comment and ask for clarification 17 agree a form of contract which is capable of being put into effect

20. Evaluate potential implications for the resolution of disputes 1 evaluate all the information which is relevant to the dispute, identify information which will support the case and summarise and justify it in a reasoned argument 2 assess the strengths and weaknesses of the case and make a judgement about the potential outcomes 3 identify what expertise and support will be needed at different stages of the dispute 4 consult with experts, and provide them with a clear, valid and accurate summary, in cases where expert interpretation and judgement is required 5 assess the arguments and the advice received from experts, produce justifiable conclusions and recommendations for further action and pass these to the parties involved in the dispute 6 assess the implications of proceeding with the case 7 identify potential options for settling the dispute which are based on relevant information and accurate assessments 8 identify potential responses to the options for settling the dispute and assess the risk involved 9 recommend a process for settling the dispute which is likely to be most acceptable to all the parties involved and which meets legal requirements 10 specify, clearly, the process for settling the dispute which has been agreed and prepare written terms and conditions

21. Negotiate and progress the resolution of disputes 11 prepare documents about the dispute which have a clear rationale, and which include valid supporting information 12 keep regular contact with the parties involved in the dispute and investigate and propose options and processes for settling the dispute, which are likely to be acceptable to them 13 review reactions and proposals from opposite parties and recommend a response 14 ask questions to test the consistency and resilience of the opposite parties' position and to probe for possible movement 15 summarise and record points of agreement and disagreement 16 recommend acceptance of offers which are judged to be the best available 17 draft formal acceptance letters accurately and in a suitable style, and send them promptly to all parties 18 suggest realistic options and processes for settling the dispute when offers are not acceptable and assess the advantages and disadvantages of each alternative

22. Evaluate project whole life and low carbon costs 1 confirm energy goals and priorities for the project, both currently and in the future 2 confirm assumptions about cost elements, alternative designs, construction, services, financing and use options for the project stage with stakeholders 3 review and present the potential whole life costs and low carbon cost of the project from available design and development information 4 assess and quantify the whole life costs and low carbon cost implications for the project taking into account the views of experts and project stakeholders 5 review the whole life costs and low carbon costs against the project criteria and energy goals and priorities 6 summarise and present clearly and accurately the whole life costs and low carbon costs 7 discuss the whole life costs and low carbon costs with stakeholders and select and agree the most viable options

23. Assess and provide for the conservation of energy use 8 review legislative requirements in order to identify the energy use and control criteria relevant to the type of property and systems 9 ensure that the information on the property and systems necessary to assess energy use is gathered and recorded 10 ensure that solutions which meet the criteria for the type of property and systems are reviewed, calculated and specified 11 prescribe commissioning procedures and certification necessary for property and systems 12 identify and define any consequent improvements that may be required to meet energy use and control criteria relevant to the type of property and systems 13 provide operating and maintenance instructions to users to enable property and systems to be operated in an energy efficient manner

24. Agree and implement systems with suppliers and services 1 specify and agree the ways in which systems will be managed and aligned with suppliers and services 2 identify and agree, with stakeholders, the changes to systems which are necessary to meet technical and quality requirements 3 develop and implement systems, identify any problems and make appropriate modifications before moving to full implementation 4 check that the alignment of systems conforms to the requirements of data protection legislation 5 negotiate and agree formal contractual arrangements that set out the requirements for the implementation and operation of strategic sourcing partnerships

25. Monitor and control arrangements for strategic sourcing 6 review the terms of contract regularly with suppliers and services and assess whether there are continued benefits 7 monitor the performance of suppliers and services against agreed standards and quantify any variations in performance 8 inform suppliers and services about variations in performance from contract terms, and provide them with advice and information about the changes needed and the time allowed to make the changes 9 investigate variations and problems, identify likely causes and inform all those who are affected 10 assess existing sourcing arrangements against alternative supply options regularly and estimate the relative benefits and advantages

26. Evaluate pre-qualification of tenderers 1 implement an appropriate type of procurement strategy which aligns with legal and statutory requirements and decide which potential tenderers could meet the contract conditions 2 decide which potential tenderers could meet the contract specification to fulfil the selected type of procurement process 3 decide how many tenderers to invite, taking into account the value and size of the contract 4 send enquiries to potential tenderers, in accordance with regulatory requirements, requiring them to provide evidence about their experience and capability 5 choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender 6 evaluate potential tenderers who respond to the invitation against the selection criteria, place them in rank order and choose the number needed 7 offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any agreed changes 8 confirm that the selected tenderers are willing to tender 9 add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing to tender

27. Obtain bids and tenders 10 ensure that procurement information and documents are drafted which meet statutory regulations, codes of practice and the organisation's policies 11 ensure that procurement information and documents are issued to all the tenderers on the agreed list, following the agreed procedures 12 respond to queries from tenderers promptly and pass on any additional information which they need 13 pass on to all the tenderers the information given to individual tenderers, and amendments to procurement information and documents 14 ensure that accurate records are kept of procurement information and documents issued, feedback, queries and information from tenderers 15 ensure that required action is implemented when tenderers withdraw from the process

28. Analyse and select successful bids and tenders and negotiate changes 16 ensure that the tenders received are stored in a secure place and opened on the closing date in line with the organisation's procedures and regulatory requirements 17 select for evaluation those tenders which meet the criteria and reject those that do not 18 check with tenderers if any discrepancies, omissions and errors are found in the tenders, and agree and make any amendments with tenderers 19 analyse the tenders which are selected against the agreed criteria and choose the tender which best meets the criteria 20 check that the successful tenderer and the client can meet the obligations of the contract and recommend a preferred tender to the client 21 negotiate and agree any variations, adjustments and corrections with the successful tenderer and confirm them in writing, subject to contract 22 accept the successful tender formally and notify tenderers who have been unsuccessful, about the result 23 modify and repeat the procurement process if too few tenders are received to show that there has been adequate competition

29. Identify and resource the development of new products and services to meet market needs 1 review the organisation's operations and evaluate its strengths and weaknesses to compete in potential markets 2 identify appropriate and realistic market areas for the organisation and summarise the information accurately 3 analyse the demand for and type of new products and services within the identified market areas 4 identify opportunities to use new marketing technologies, materials and techniques to meet identified market needs 5 ensure that the resources needed are calculated accurately and that sufficient resources are allocated for the development of new products and services 6 negotiate additional resources in cases where existing resources are insufficient to meet development costs 7 select new and innovative products and services for development which are based on an accurate evaluation of the organisation's business policy

30. Develop and implement a marketing strategy 8 evaluate the present image and reputation of the organisation with the target audience and identify the potential client base 9 develop an information gathering system to support the development of marketing and promotion strategies 10 identify and agree potential new business opportunities 11 evaluate marketing and promotion options and develop a clear and relevant strategy which is capable of making a significant impact on the target audience 12 choose methods, media and techniques for the marketing and promotion of the organisation which are consistent with the corporate image 13 negotiate, agree and implement a programme and budget to deliver the agreed marketing and promotion strategy 14 monitor the marketing and promotion strategy regularly, review the impact and make modifications which will improve market presence and penetration

31. Develop and maintain a policy to maximise client and customer satisfaction 15 analyse market research to determine realistically the type and quality of services clients and customers will need 16 develop a clear and realistic client and customer service policy and agree it with decision makers 17 develop a policy for client and customer service which summarises the organisation's agreed policy and circulate it to all the workforce 18 develop and introduce an appropriate client and customer service system, which will meet the service needs 19 develop and introduce systems for obtaining client and customer feedback and monitor them regularly for both positive and negative feedback 20 summarise positive client and customer feedback and circulate it to decision makers 21 investigate and respond to negative client and customer feedback and individual complaints promptly and resolve cases 22 produce regular summaries of client and customer complaints and compliments, the action taken and recommendations for future action and circulate the summaries to decision makers

32. Assess and manage project risks and opportunities 1 identify and review project information and processes relating to risks and opportunities 2 identify and assess the significance and ownership of the risks and opportunities 3 select the most effective risk management methods and procedures to manage residual risks that comply with all relevant regulations and guidelines 4 identify the activities and resources required to implement the risk management methods 5 specify clearly the procedures for implementing the risk management methods and procedures 6 implement and maintain the risk management methods and procedures and modify them to meet changed circumstances

33. Develop and maintain systems for managing health, safety and welfare 7 encourage a culture of health, safety and welfare on the project and identify and recommend opportunities for improving the work environment 8 develop and maintain adequate health, safety and welfare policies and systems which meet organisational and statutory requirements 9 allocate health, safety and welfare responsibilities, equipment and resources to people which are consistent with organisational and statutory requirements, and the specific project requirements 10 develop and implement systems which meet statutory requirements for identifying and reducing hazards and reporting accidents and emergencies and preventing recurrence 11 ensure that health, safety and welfare systems are checked regularly, in accordance with organisational and statutory requirements, and identify and record any special site conditions and situations which do not comply with regulations

34. Establish and manage project team activities 12 prepare a strategy for the project which makes the best use of the capabilities of all project team members 13 examine stakeholder needs and intentions from the brief, discuss and clarify them with stakeholders and resolve any issues 14 develop clear parameters which will enable the project to meet the requirements of the brief and schedules 15 set up arrangements to achieve communication and trust between stakeholders 16 set up and agree, with the project team members, appropriate and realistic methods for project development, evaluation, modification, monitoring and updating 17 identify potential areas needing investigation and agree a realistic timescale and costs with the project team 18 motivate, coach and involve project team members to maximise and integrate their contributions to the project development 19 monitor the progress of the project team and provide members with feedback on timing, task completion and team processes 20 coordinate feedback sessions in a manner which is suitable for the needs and capabilities of the project team and which allows each team member enough time to express their views

35. Implement project organisation and communication systems 21 identify the organisational and communication needs for the project 22 implement systems which are compatible with those used by the client and supply chain and which enable clear and effective management, and administrative and operational controls 23 produce information about people's roles and responsibilities, the project, and the organisational structure, and circulate the information to stakeholders 24 introduce methods of communicating, reporting, recording and retrieving information between stakeholders which are appropriate to the needs of the project and monitor the methods regularly for effectiveness 25 set up systems for recording and providing feedback on the ways in which resources are allocated and used 26 audit health, safety and welfare systems regularly, in accordance with organisational and statutory requirements, and identify and record any special site conditions and situations which do not comply with regulations and if necessary take responsibility restoring compliance

36. Obtain and evaluate project feedback information and make improvements 27 promote the value of making improvements from feedback throughout the project and encourage stakeholders to collaborate and deliver feedback information to collaborate and deliver feedback information 28 identify and agree the areas to focus on for making improvements from feedback 29 identify and agree valid and reliable methods and sources for obtaining feedback information on projects and for assessing and recommending improvements from feedback 30 obtain, investigate and review the feedback information, match it against the original requirements and objectives and summarise both positive and negative factors 31 recommend improvements from feedback received and justify the recommendations to decision makers 32 classify improvements from feedback which have been agreed and incorporate them accurately into updated procedures and databases

37. Select and form a project team 1 identify the team resources that are needed and where they can be obtained, and select those that meet agreed timescales and budget limits 2 identify any significant factors which will affect the number, type and availability of team resources 3 evaluate the quality and potential reliability of team resources and circulate the results to decision makers 4 negotiate and agree proposals of contractual arrangements for team resources which are likely to produce an effective team and follow necessary rules and formalities 5 follow the rules and formalities for obtaining team resources

38. Develop and maintain working relationships 6 develop, maintain and encourage working relationships with people which promote goodwill, trust and respect 7 inform people about work activities in an appropriate level of detail and with an appropriate degree of urgency 8 offer advice and help to people about work activities with sensitivity and encourage questions, requests for clarification and comments 9 present proposals for action clearly to people at an appropriate time and with the right level of detail for the degree of change, expenditure and risk involved 10 clarify with people objections to proposals and suggest alternative proposals

39. Evaluate estimate, bid and tender enquiry documentation 1 check the tender details and tender requirements and confirm them with decision makers 2 summarise the tender requirements accurately and pass them on for comment to decision makers 3 identify any points of concern in the tender documents and refer them to decision makers for them to clarify and resolve 4 evaluate the tender documents against the agreed criteria and assess whether the organisation is capable of meeting the tender requirements 5 identify and assess any contractual and legal issues which might affect the project 6 investigate the tender documents within budgets and tender time limits 7 draw accurate conclusions about tender requirements within the limits of the tender information which is available, and which provide an objective basis for making a decision on whether to make a bid 8 keep information about tender enquiries in confidence and only pass it on to people who have the authority to receive it

40. Assess the resource requirements and costs within an estimate, bid and tender 9 develop a proposed method statement and draft programme which meet the tender requirements 10 ensure that the resources needed are calculated accurately from available sources, resource availability is investigated and the information is presented so that the requirements can be costed and planned 11 ensure that resource costs are estimated by calculating an accurate cost for each item which is required 12 ensure that the cost is modified to take into account any external factors which may affect the cost projections 13 produce the overall estimate of costs and check that it is complete, accurate and in a form which is suitable for a judgement to be made 14 explain and clarify the projected costs to support the calculations 15 recommend payment schedules which will meet known cash flow requirements

41. Finalise and submit an estimate, bid and tender offer 16 identify and evaluate, realistically, the risks and opportunities involved in a successful tender offer 17 identify and specify any alternatives and qualifications to the original tender requirements which may improve the organisation's ability to carry out the work 18 apply a profit margin and payment schedule which meets the objectives and strategy of the organisation 19 check that the tender offer is complete and accurate and conforms to house style and make any necessary modifications 20 present and support the tender offer in a manner which maximises its acceptability 21 collate, arrange and submit the tender offer information in accordance with procurement requirements 22 collect together all the tender offer information, record it, store it securely and only pass it on to people who have the authority to receive it

42. Prepare proposal for a project brief 1 identify and agree the stakeholders' requirements, opinions and aspirations and prepare a project proposal 2 select data which is relevant and valid, analyse it and qualify its status 3 estimate and confirm the cost and timescale of the project 4 review the cost implications of adopting alternative design, construction, services, financing and use strategies and agree them with stakeholders 5 prepare a draft brief clearly, accurately, unambiguously and within the time agreed, and present the brief to stakeholders 6 explain and discuss any significant constraints, opportunities and areas of uncertainty relating to the project 7 modify the draft to reflect the discussion and relevant points which have been raised 8 negotiate a clear and mutually acceptable agreement on the brief which is in sufficient detail to allow work to start on the next stage of the project

43. Develop a project outline programme which meets the requirements of the brief 9 review the requirements of the brief and check and clarify initial assumptions about the project outline programme with stakeholders 10 develop a realistic outline programme for the project stages which takes account of identified constraints 11 discuss the outline programme with stakeholders and agree any necessary modifications to the brief, outline programme and constraints 12 prepare, present and agree an outline programme which meets the requirements of the brief and the expectations of stakeholders

44. Identify, assess and agree project requirements and stakeholder preferences 13 clarify the project stakeholders' understanding of project processes and procedures and the roles of those who need to be involved 14 identify and agree with project stakeholders what their goals and priorities are both now and for the future 15 clarify the project stakeholders' circumstances and requirements, the options available and the constraints and risks which might apply to the project 16 advise and guide project stakeholders about new regulatory or technological requirements and innovations to enable them to make informed decisions 17 summarise and present the project requirements and stakeholders' preferences 18 evaluate project requirements and stakeholders' preferences which do not appear to be realistic and recommend valid options and record agreement

45. Exchange information and present advice on technical issues 1 obtain and evaluate information which is sufficiently detailed for the purpose 2 present technical information and advice which is complete, summarised accurately and relevant to technical issues 3 present technical recommendations and judgements which are clear, accurate and valid, and which represent the best advice possible, given the information and resources available 4 give technical instructions and guidance which are likely to be understood by the people who will follow them 5 present technical recommendations and judgements using a style of communication which is appropriate to the people receiving information and advice 6 adapt and modify the presentation of technical recommendations and judgements where people have difficulties understanding them

46. Resolve complex indeterminate situations 7 identify where complex indeterminate situations exist, estimate their effects realistically and summarise the issues for the organisation 8 assess the validity and completeness of the information available and identify any significant gaps 9 specify and obtain sufficient additional information to cover any gaps and to provide a valid starting point for the analysis of the situation 10 analyse information and draw valid and justifiable conclusions 11 apply decision making techniques which increase the reliability of the conclusions 12 reflect on the conclusions and interpret them into detailed issues that enable known opportunities and solutions to be identified and utilised for establishing policy

47. Practice within an ethical framework 13 make judgements and offer advice which balance the needs of the client, the resources available and the needs of people in the community who are directly and indirectly affected 14 take clear and unequivocal personal responsibility for your own decisions and the decisions of others in your organisation 15 behave in an ethical manner and take appropriate action if unethical behaviour is brought to your attention 16 establish a system of communication to report instances of unethical behaviour which encourages responsibility and empowerment at all levels 17 offer judgements and advice which recognise the needs of other people 18 manage criteria that identify offers and contracts which are illegal and which may generate conflicts of interest and reject those that fail the criteria 19 define the limits of your professional expertise and set perimeters to work within them 20 disclose information obtained from clients only to those who have a legitimate right to receive it 21 enter into formal and informal contracts and agreements for advisory and problem-solving services which conform to legal requirements, ethical standards and recognised good practice and that service providers adhere to relevant conditions 22 communicate with clients in a style and manner which maintains professional independence and maximises goodwill and trust 23 define and agree the working practices and the expectations of the people involved in the contract 24 set up and implement systems to protect the individual, and the interests of society and to indemnify clients where the advice given results in loss or damage to the client 25 keep all funds, including interest, held on behalf of clients, separate from personal and organisational funds 26 promote a culture of honesty and equity with people, identify areas of weakness and recommend or implement improvements

1. Operational improvements

• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations

2. Encourage awareness

• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation

3. Workforce and visitors

• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:

‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce

‐ producing records of planning site inductions and activity briefings prior to the lifting operation

4. Protection equipment and resources

• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation

• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:

‐ protective clothing

‐ protective equipment

‐ first aid facilities and arrangements

‐ welfare facilities

‐ storage and security of materials and equipment

‐ accident and incident reporting system

‐ fire-fighting equipment

‐ health, safety and welfare training

‐ environmental protection arrangements

5. Implementing systems

• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence

6. Reviewing lifting activities

• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities

7. Environmental factors

• identify and assess the significance of the relevant following environmental factors and take appropriate action

‐ ecological

‐ nature conservation

‐ noise or nuisance

‐ emissions and contamination to land, air and water

‐ economic and social

‐ traffic and people management

‐ waste management and recycling

‐ weather

‐ wind effects, vortices and building shielding

8. Identify and assess faults and problems

• determine the requirements of the lift plan

• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations

• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons

9. Identify, assess and maintain resources

• identify, assess, coordinate and maintain the necessary resources for the lifting activity

• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:

‐ people

‐ lifting equipment and accessories

‐ materials and components

‐ work area and facilities

10. Conduct pre-work checks

• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:

‐ testing

‐ examination

‐ inspection

‐ certification

• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:

‐ condition

‐ fit for purpose

‐ health and safety

‐ environmental

‐ people

‐ working area

‐ ground conditions

11. Carry out the supervision of lifting activities

• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:

‐ freely suspended loads

‐ above ground operations

‐ below ground operations

‐ lifting of persons

‐ dismantling operations

‐ excess height lifts

‐ multiple lifting

‐ pick-and-carry

‐ where the operator does not have clear sight of the load

‐ loading and unloading

12. Observe legislation and guidelines

• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information

13. Keep accurate records of work progress

• check the progress and quality of the work, stopping when required due to issues encountered

• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered

14. Conduct post-work checks

• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed

15. Conduct post work feedback

• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance

1. identify and request plant, equipment or machinery to meet the needs of organisational requirements

2. confirm and record that checks are undertaken to ensure that plant, equipment or machinery meets organisational requirements prior to use on site

3. identify hazards and assess risks arising from the use of plant, equipment or machinery and record and implement measures that protect people and the environment using at least three of the following measures:

• methods of work

• risk assessments

• safe use and storage of tools, equipment and materials

• traffic control

• emergency plans

4. maintain records on how and when the plant, equipment or machinery was utilised during the project

5. recommend alternative types of plant, equipment or machinery to decision-makers when existing plant, equipment or machinery is less suitable for use on site and record outcomes

6. issue and record the instructions provided to operators using the plant, equipment or machinery

7. check, record and confirm that operators of plant, equipment or machinery have the correct training and certification and monitor that they are working safely

8. arrange and record appropriate storage, servicing and maintenance of plant, equipment or machinery to meet at least three of the following organisational requirements:

• health, safety and welfare of the workforce and others

• operational efficiency

• security of resources

• obligations to third parties

• regulatory authorities

• contractual requirements

9. inform decision-makers promptly when plant, equipment or machinery is no longer required and maintain records

10. confirm the programmes and schedules, identify and record the priorities and critical activities, and plan how the work will be undertaken

11. allocate work to team members, taking account of their skills, knowledge, experience and workload and record the outcomes

12. check the validity of team members' industry certification cards, competence schemes, qualifications, certificates and training

13. brief team members on the quality standards or outcomes expected

14. monitor and record both the progress and quality of the work

15. provide prompt and constructive feedback

16. motivate team members to complete the work they have been allocated and provide additional support

17. identify and record any unacceptable or poor performance, discuss the cause(s), agree and record ways of improving performance with team members

18. recognise exceptional performance by individuals and the team, record the praise and recognition provided and advise stakeholders

19. identify and assess at least four of the following elements of project data and record how the findings will inform the work methods:

• conditions of contract

• bills of quantities or methods of measurement

• specifications or schedule of works

• drawings

• health, safety and environmental plans

• programmes

• organisational requirements

• instructions and variations

20. examine and assess at least three of the following types of project data to enable decisions to be made:

• sequencing and integration of work operations

• organisation of resources

• established construction techniques

• temporary works

• modern methods of construction and standardisation

• working conditions

21. consult with at least two of the following sources to obtain additional information where the available project data is insufficient and record findings:

• client, customer or their representative

• contractors

• sub-contractors

• suppliers

• regulatory authorities

• technical and trade literature

22. evaluate the chosen work methods against time, cost and resources for at least seven of the following technical and project criteria and record results:

• materials performance and availability

• structural forms

• client, customer or their representative

• health, safety and welfare

• fire protection

• access

• plant, equipment and people availability

• transport logistics

• environmental factors

• waste management

• seasonal weather conditions

• sustainability

• innovative materials, technologies and processes

• site conditions

23. agree the recommended work methods and inform stakeholders

24. ensure the method statement has been approved prior to the commencement of work

25. identify, record and use relevant information, from at least four of the following sources, clarify any information which is not clear and update it for production planning purposes:

• survey reports

• design information

• contractual documents

• statutory consents

• planning information

• health, safety and environmental plans

• risk assessments and method statements

• programmes

• records about the competence of people

• sub-contractor arrangements and attendance

• safe systems of work

26. identify and record at least four of the following factors which might affect the proposed works, describe, summarise and inform the people who may be affected:

• occupiers

• near neighbours

• public access

• site conditions

• environmental considerations

• vehicular access and egress

• security and trespass

• public utilities

• heritage issues

• archaeological

• temporary works

27. carry out consultations to identify and confirm safe access points for the site and works which minimise disruption including works traffic and pedestrian segregation

28. confirm and record the arrangements for site safety, welfare and security before work starts and throughout the construction programme

29. confirm and record at least four of the following available resources:

• people

• plant, equipment or machinery

• materials and components

• sub-contractors

• information

• work area and facilities

• waste management

• utility providers

30. implement the considerations given to at least four of the following in relation to the site layout for operational purposes, inform people who will be working on site and record the relevant information provided about the site layout plans:

• storage

• temporary accommodation

• work areas

• plant

• temporary services

• access and egress

• security

• continuing use by occupiers

• waste management

• environmental control

• provision for prefabricated components and systems

• existing fabric

31. implement and record the arrangements for the storage and use of materials, equipment, components and consumables so that material handling and movement is efficient and wastage is minimised

32. ensure notices are placed and maintained which provide accurate information and which conform to organisational requirements

33. provide and record information about when the work will start, how long it will take and when it will finish and distribute to all those affected

34. collate and review relevant information from at least four of the following sources and record the findings to contribute to the project plan:

• surveys and reports

• design

• contractual documents

• statutory consents

• contractor's pre-planning information

• health, safety and environmental plans

• risk assessments and method statements

• programmes and schedules

• resources and materials

• sub-contractor arrangements and attendance

35. clarify any information which is not clear

36. communicate and record the agreed programme, methods and attendance that will coordinate construction operations

37. develop and implement plans detailing the requirements and timescales used to obtain at least six of the following resources which will meet the project requirements and timescales:

• people

• plant, machinery or equipment

• materials and components

• sub-contractors

• trade and technical literature

• work area and facilities

• environmental considerations

• health and safety control equipment

• utility providers

38. organise work activities, record and implement measures that take into account at least four of the following factors:

• occupiers

• near neighbours

• public access

• site conditions

• environmental considerations

• vehicular access and egress

• security and trespass

• public utilities

• archaeology

• heritage issues

39. contribute to your organisational requirements in relation to controlling work quantities and costs

40. collect, evaluate and report work quantities and cost data in relation to at least three of the following:

• materials

• plant, machinery and equipment

• workforce

• sub-contractors

• recorded works

• programmes and schedules

41. identify and report at least two of the following opportunities for cost savings to the people responsible:

• waste reduction

• resource management and logistics

• applications of new technologies and materials

• energy and utility management

• receipt and use of materials

• alternative sources and types of materials

• alternative suppliers of labour, materials and equipment

• document control and record keeping

• alternative methods of work

42. investigate any variations to work cost or quantities, record the outcomes and implement the appropriate corrective action with the people responsible in relation to one of the following:

• restore progress in accordance with agreed programme

• agree new completion dates

• identify potential variation

• secure additional resources

• alter planned work

43. identify and record any significant factors which will affect the number, type and availability of people and services including but not limited to:

• location

• cost

• time

• skills, experience and knowledge

• availability

• compatibility

• training and development requirements

44. evaluate and record the quality and reliability of the following people or services, and notify relevant stakeholders:

• technical staff

• sub-contractors

• specialist services

• operatives

45. negotiate and agree proposals which are likely to produce an effective team membership

46. ensure the following organisational procedures for obtaining people and services are followed:

• contractual

• right to work

• codes of practice

• industry certification cards, competence schemes, qualifications, certificates and training

• insurance

47. confirm quality standards before the work starts and record the information sourced from at least three of the following:

• organisational requirements

• project specifications

• British Standards

• International Standards

• Codes of Practice

• sustainability requirements

• trade advisory guidance and best practice

• benchmarks or key performance indicators

48. clearly record and communicate the areas of responsibility individuals have for maintaining quality standards for the work or task

49. implement systems to inspect and control the quality of work and record the outcomes for at least six of the following:

• visual inspections

• checks with design requirements

• checks with standard documentation

• checks with manufacturers' documentation

• checks with delivery notes

• sampling and mock-ups

• testing

• site inspection reports

• contractors' reports

• site meetings

• dimensional checks

• handover checks

50. implement specified checks and record that work conforms to the agreed quality standards

51. identify and report work and materials which do not conform to the specified quality standards and implement corrective action if required

52. identify and report variations in quality and their programme and safety implications

53. implement and record outcomes from feedback received and recommend them to stakeholders

54. implement at least five of the following systems to monitor and record the progress of the work against the agreed programme:

• visual checks

• resource records

• site tests and inspections

• third party endorsement

• contractors' reports

• written, graphical and electronic records of actual work against the programmed work

• site meetings

• organisational procedures

• management reports

• benchmarks and milestones

• measurements

55. identify and record at least five of the following deviations from planned progress which have occurred, or which may occur, which could disrupt the programme and schedule:

• resource shortages

• design problems and constraints

• industrial disputes

• lack of essential construction information

• construction errors and non-conformance

• environmental conditions

• site constraints

• social disputes or issues

• health, safety and environmental issues

• discovery of archaeological and/or historical finds

• regulatory enforcement

56. review the circumstances of any deviations thoroughly, record findings, agree and implement at least one of the following corrective actions in order to restore progress in accordance with agreed programme:

• additional resources

• alter planned work hours

• resequencing of work activities

57. identify and record measures which could reduce cost and time to help the work progress and communicate with at least two of the following:

• the client, customer or their representative

• contractors

• consultants

• sub-contractors

• suppliers

• workforce

• own organisation

• designers

58. inform people responsible about the following:

• progress

• any changes to the operational programme

• resource needs

59. identify improvements from feedback received, record and recommend them to the people responsible

60. communicate the benefits of accessing learning by giving regular positive and constructive feedback on work performance including keeping records of the feedback provided and promoting the benefits of self-development

61. work with the team to identify, prioritise and record learning needs, then identify and obtain information on a range of possible learning activities for at least two of the following:

• formal

• coached

• mentored

• continuous professional development

62. communicate effectively and plan the development needs with team members, including but not limited to all of the following key points:

• current skills and knowledge

• learning activities undertaken

• learning objectives to be achieved

• resource requirements for development

• timescales

63. demonstrate the various forms of support on offer to team members in undertaking learning activities, and the actions taken to overcome barriers to learning

64. communicate the outcomes of the learning activity undertaken with team members to ensure organisational standards are maintained, outcomes have been achieved and recorded and a thorough evaluation of the learning activity, post completion, is formally assessed and fed back by team members

65. contribute toward development plans with team members and ensure records of the plans are kept updated and communicated with team members

66. record and confirm procedures and time for implementing the handing over of the property

67. analyse completed work against property specifications, identify and record any discrepancies

68. take appropriate action to resolve any problems that emerge from an inspection of the property and record the outcomes

69. ensure the property is clean and tidy, ensure any redundant materials are removed and record all the preparation activities undertaken prior to the hand over

70. observe organisational procedures appropriate to the work environment and ensure protection of the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:

• methods of work

• risk assessment

• safe use and storage of tools and equipment

• safe use and storage of materials

• traffic control

• emergency plans

71. provide the recipient with all relevant documents, materials, information and keys or access media and record all the details relating to the property provided to the recipient

72. advise and record the information provided to the recipient of the procedure for contacting the appropriate people in the event of problems arising after the handover

73. implement, maintain and record the organisational initiatives in relation to health, safety, welfare, wellbeing and environmental awareness

74. promote a culture of health, safety, welfare, wellbeing and environmental awareness through leadership, communication and personal example

75. identify and implement improvements to health, safety, welfare, wellbeing and the environment on site

76. implement and record the checks carried out to verify the competence of those under your control

77. maintain statutory notices and hazard warnings to ensure they are accurate and current

78. implement and record the checks carried out on the mandatory wearing of protective clothing, protective equipment and statutory notices for the following to confirm compliance:

• first aid facilities and arrangements

• welfare facilities

• storage and security of equipment and materials

• accident and incident reporting system

• fire-fighting equipment

• storage and security of fuel and chemicals

• the environment

• sustainability

79. implement current organisational requirements, for the identification of hazards and reduction of risks

80. implement systems which meet current organisational requirements for reporting accidents and emergencies and preventing reoccurrence

81. monitor the health, safety, welfare and environmental protection systems to ensure compliance with current organisational requirements

82. identify, record and report any site conditions which do not comply with organisational requirements

83. implement and record the organisational and communication systems for the project for four of the following:

• site management

• site or head office team

• contract administration

• health, safety, welfare, wellbeing and environment

• project team

• sharing of project data

• contractors and sub-contractors

• the client, customer or their representative

84. maintain communication systems by confirming the methods of communication, reporting, recording and retrieving information with at least three of the following stakeholders:

• the client, customer or their representatives

• consultants

• contractors

• sub-contractors

• third parties

• public utilities

• emergency services

• visitors

• statutory authorities

85. identify, investigate and record evidence of procedural change in at least two of the following methods of communication and implement and record the action taken:

• oral

• written

• graphic

• electronic

86. implement organisational systems to record and provide feedback

87. supervise the storage and use of at least one of the following materials and components so that material handling and movement is recorded, efficient and wastage is minimised:

• raw materials

• manufactured materials

• components

• prefabricated systems

88. calculate and keep accurate records of deliveries and stock position, using at least one the following, and pass the information to decision-makers:

• manual

• electronic

89. identify and record problems with supply of at least four of the following, discuss the information with suppliers of materials and pass it on to decision-makers:

• price

• quantity

• quality

• availability

• schedule of delivery

• life expectancy

• storage and handling facilities

• environmental issues

• sustainability

• health, safety and welfare issues

• transportation

• deterioration or damage

• loss and theft

• payment terms

• cash flow

• contract variations

90. check stock records regularly and calculate what replacement stock will be needed and record the outcomes

91. identify opportunities for improving the use of stock and stock turnover, record and recommend improvements to decision- makers

92. ensure the workforce is provided with clear and accurate dimensional information to enable them to position, align or level the work from at least four of the following:

• lines

• levels

• angles

• distances

• curves

• position

• setting out points

• loads

• centres of gravity

93. confirm organisational checks have been carried out on the dimensional controls and are recorded to meet the quality standards of the project

94. confirm any deviations in position, alignment or level and the corrective action taken for at least one of the following:

• transfer of lines and levels

• position

• calculations

• given information

95. implement and record revised work procedures and practices to minimise deviations and to allow for at least one of the following circumstances and conditions:

• working environment

• unforeseen events

• planned events

96. confirm and record the project requirements for at least two of the following activities for traditional and heritage buildings against at least five of the following information sources:

97. identify, review and record the impacts on the planning of work activities from at least three of the following factors:

• current organisational requirements

• contractual requirements

• statutory requirements

• resource allocation

• working requirements

• working in and around occupied or tenanted buildings

• environmental considerations

• weather conditions

• sustainability

• sequencing of trades

• temporary works

98. identify, review and record the impacts on the planning of work activities from at least three of the following heritage issues:

• fire safety

• hot works

• archaeology

• legislation and official guidance relating to built heritage

• wildlife and ecology

• condition of existing buildings and structures

• specialist investigations

• performance of traditional materials and construction methods

• protection of heritage features

99. identify, review and record information sourced from at least two of the following guidance materials:

• owner's manuals

• log books

• maintenance schedules and manuals

• practice guides and specifications

• current legislation and official guidance

• health and safety file

100. prioritise and plan activities by assessing and accounting for a range of heritage issues and record the outcomes

101. review priorities, make recommendations and record the decisions made to take account of at least four of the following changing circumstances:

• susceptibility to damage

• safety requirements

• condition of existing buildings and structures

• compromised operational effectiveness

• environmental conditions

• use or change of use

• meeting current legislation

• resources

• security threats

• discovery of architectural or archaeological features during the works

• wildlife and ecology

• temporary works

102. prepare and record the plans or programmes for traditional and heritage buildings and negotiate and agree them with stakeholders for at least two of the following activities:

• repair

• maintenance

• conservation

• alteration

• adaption

• energy efficiency retrofit

• installation or replacement of building services

103. confirm and record the work requirements for at least two of the following demolition activities against five of the following information sources:

104. identify, review and record the findings from at least three of the following influencing factors and two of the following guidance materials in relation to the work environment:

105. prioritise demolition activities by assessing, recording and accounting for all the influencing factors

106. amend and record the priorities to take account of the following changing circumstances:

• susceptibility to damage

• safety requirements

• compromised operational effectiveness

• environmental considerations

• meeting current legislation

• resources

• security threats

• temporary works

107. prepare and record the plans or schedules for at least three of the following demolition activities and negotiate and agree them with decision makers:

• soft strip

• mechanical demolition

• remote mechanical demolition

• explosive demolition

• selective demolition

• diamond drilling and sawing

• temporary works installation or removal

108. confirm and record the work requirements for at least two of the following maintenance activities and at least five repair activities on controlled roads:

109. identify, record and review at least three of the following influencing factors relating to the work environment:

• organisational requirements

• contractual requirements

• statutory requirements

• resource allocation

• stakeholder requirements

• working requirements

• environmental considerations

110. consult and record the outcomes from at least two of the following guidance materials:

• manufacturer's instructions under the Construction

111. prioritise and record the maintenance activities by assessing and accounting for all the following influencing factors:

• organisational requirements

• contractual requirements

• statutory requirements

• resource allocation

• working requirements

• environmental considerations

• weather conditions

112. amend priorities to take account of the following changing circumstances whilst maintaining consistency with the influencing factors:

• susceptibility to damage

• safety requirements

• need to inhibit and respond to deterioration

• compromised operational effectiveness

• weather conditions

• use or change of use

• current legislation

• resources

• security threats

113. prepare plans or schedules for two of the following maintenance activities and negotiate and agree them with decision makers:

• regular programmes

• tendered works

• responsive works

• cost estimated works

• winter maintenance

• traffic maintenance (signing, lighting and guarding)

• temporary traffic management (on motorways and high-speed dual carriageways)

• risk assessments and method statements

114. prepare risk assessments and method statements for three of the following:

• structure

• surface

• materials

• markings

• fittings

• power and light

• drainage

• telecommunications

• special services and equipment

• landscaping

• temporary traffic management

• fencing

• vehicle restraint systems

• signs

• lighting columns and traffic control equipment

115. prepare plans or schedules for two of the following maintenance activities:

• winter maintenance

• traffic maintenance (signing, lighting and guarding)

• temporary traffic management (on motorways and high-speed dual carriageways)

116. organise work activities which make the most efficient use of at least four of the following resources and record outcomes:

• people

• plant

• equipment or machinery

• materials and components

• sub-contractors

• information

• work area and facilities

• waste management

• utility providers

117. recommend alternative methods, resources and systems to meet programmes and schedules

118. obtain advice from the following sources when required resources are not available:

• stakeholders

• trade and technical guidance

119. examine the work activities against project data and the requirements of at least three of the following external factors and record the findings:

• other related programmes

• supply lead times

• contingencies

• special working conditions

• weather conditions

• statutory limitations

• site conditions

• availability of resources

120. update at least two of the following programmes and schedules of planned activities and inform stakeholders:

• programmes and schedules

• critical analysis

• action lists

• method statements

• risk assessments

121. implement a system to monitor and record the works against programmes and schedules

122. identify, record and use organisational procedures to implement systems or processes that will deliver and improve customer service for at least two of the following:

• specifications

• drawings

• instructions and variations

• feedback processes

123. give a consistent and reliable service and maintain records of how the provision of customer service promoted customers' confidence

124. work with others to resolve customer service problems using at least two of the following forms of communication:

• electronic

• verbal

• via a second person

• feedback documents

• group meetings

125. communicate with customers to provide information, and check and record satisfaction for at least two of the following actions:

• corrective

• referral

• investigative

• reactive

• proactive

126. solve problems within existing systems or procedures that may affect customers before the customer becomes aware of them

127. confirm and record that the service given meets the customers' needs and expectations

128. inform and record any changes to customer service systems or procedures that will reduce the chance of problems being repeated to at least two of the following people responsible:

• client, customer or their representative

• contractors

• consultants

• sub-contractors

• suppliers

• workforce

129. share and record information to maintain and improve standards of service delivery with people responsible

130. supervise and record the work activities for at least two of the following:

• repair

• maintenance

• conservation

• alteration

• adaption

• energy efficiency retrofit

• installation or replacement of building services

131. observe organisational requirements appropriate for the protection of the workforce, visitors and the environment by application of information relating to at least three of the following:

• methods of work

• risk assessment

• safe use and storage of tools

• safe use and storage of materials

• traffic management

• emergency plans

• fire safety

• hot works

• environmental factors

132. check validity of team members' industry certification cards, competence schemes, qualifications, certificates and training

133. identify and assess any defective works, faults or other issues and recommend and implement corrective action which conforms to safe working methods and practices for at least three of the following:

• construction errors

• identification of further utilities

• non-compliance with legislation and official guidance relating to built heritage

• environmental concerns

• previous incorrect maintenance

• previous selection of inappropriate materials and construction methods

• identification of hazardous materials

• breaches of security

• poor workmanship

• faults caused by incorrect sequencing of trades

• discovery of architectural or archaeological features during the works

• condition of existing buildings and structures

• limitations of design choices

134. keep accurate records of work progress checks, defects, problems, decisions, corrective action and quantities involved

135. identify, assess, record the acquisition and maintain at least four of the following resources for work activities for traditional and heritage buildings and structures

• people

• plant

• equipment or machinery

• materials and component

• sub-contractors

• information

• work area and facilities

• waste management

• utility providers

136. carry out and record the supervision of at least two of the following programmed demolition activities which will minimise disruption and maintain optimum performance:

• soft strip

• mechanical demolition

• remote mechanical demolition

• explosive demolition

• selective demolition

• diamond drilling and sawing

137. observe organisational requirements appropriate to the work environment for the protection of the workforce, the general public, visitors and the environment by the application of information sourced from at least three of the following:

• methods of work

• risk assessment

• safe use and storage of tools and equipment

• safe use and storage of materials

• traffic management

• emergency plans

138. identify and assess at least three of the following faults and problems and recommend and implement corrective action which conforms to safe working methods and practices:

• limitations of design choices

• construction errors

• identification of further utilities

• archaeological and heritage concerns

• environmental concerns

• incorrect maintenance

• identification of hazardous materials

• breaches of security

139. conduct and record the following pre-work demolition checks to meet organisational requirements and maintain safe working methods and practices:

• condition

• fit for purpose

• health, safety, wellbeing and welfare

140. keep accurate records of work progress checks, faults, problems, corrective actions and quantities involved

141. identify and assess at least three of the following resources for at least two of the following demolition activities:

142. supervise, confirm and record at least two programmed maintenance activities and five repair activities on controlled roads which will minimise disruption and maintain optimum performance using the following:

143. observe organisational requirements appropriate to the work environment in relation to protecting the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:

• methods of work

• risk assessments

• safe use and storage of tools and materials

• temporary traffic management

• emergency plans

• health, safety and welfare

144. identify and assess three of the following faults and problems:

• limitations of design choices

• manufacturing and construction errors

• installation errors

• incorrect use

• incorrect maintenance

145. recommend, record and implement corrective action taken which conforms to safe working methods and practices

146. update maintenance recording systems, implement them and monitor their use, for regular programmes, tendered works, lump sum or fixed price, and for at least one of the following activities:

• responsive works

• winter maintenance

• temporary traffic management (including but not limited to signing, lighting, guarding)

• (vehicle restraint systems and noise reducing systems, lighting columns and traffic control equipment, road marking including road studs and fixed vertical road traffic signs

• environmental (landscape maintenance and upkeep of waterways including drainage)

• inspections (structures and environmental activities, including circulation fixtures and carriageways)

147. conduct and record the pre-work inspections to meet organisational requirements and maintain performance using safe working methods and practices for at least two of the following:

• condition

• performance

• health and safety

148. maintain accurate records of work progress checks, faults, problems, corrective action and quantities involved

149. identify, assess, record and maintain three of the following resources for two of the following maintenance activities:

150. 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:

• methods of work

• risk assessments

• safe use and storage of tools

• safe use and storage of materials and components

• traffic management

• emergency plans

• fire safety

• acoustic and sound insulation

• thermal insulation

• workforce competency

• site constraints

151. supervise implementation of the retrofit plan ensuring effective and efficient working practices compliant with design and quality standards, for a given occupational area

152. review and record works progress against the project programme, resources and planned sequencing of works, and recommend and take corrective action when required

153. recognise and report defects in installation with specific reference to five of the following:

• gaps in installation

• missing and inappropriate fixings

• detailing at corners, edges, junctions and openings

• interaction with building services

• combustion appliances, flues and ventilation

• fire safety

• acoustic and sound insulation

• thermal bypass and thermal bridges

• loading

154. check, record and report that ventilation is not compromised and complies with all relevant standards for the following:

• gas and other combustion appliances

• flues

• general ventilation

155. Carry out specified checks of the retrofit works and record that the works conform to quality, standards and compliance with the retrofit design, and manufacturers' instructions, throughout the installation process, for at least eight of the following:

• alterations to the structure

• loadings

• fixings

• corners, junctions and edges of building elements

• interfaces between the building fabric, services and the occupants

• windows and doors including reveals, sills and soffits

• thermal bypass

• thermal bridges

• air tightness

• vapour barriers

• moisture movement

• moisture ingress

• condensation risks

• rainwater goods

• mechanical, electrical and plumbing (MEP)

• fire safety

• acoustic and sound insulation

156. identify, record and implement agreed corrective actions when required for at least nine of the following:

• alterations to the structure

• loadings

• fixings

• corners, junctions and edges of building elements

• interfaces between the building fabric, services and the occupants

• windows and doors including reveals, sills and soffits

• thermal bypass

• thermal bridges

• air tightness

• vapour barriers

• moisture movement

• moisture ingress

• condensation risks

• rainwater goods

• mechanical, electrical and plumbing (MEP)

• combustion appliances, flues and ventilation

• fire safety

• acoustic and sound insulation

157. schedule and coordinate the inspection testing and commissioning, and communicate the outcomes for retrofit works

158. identify, implement and record agreed corrective actions for retrofit works following commissioning including but not limited to two of the following:

• ventilation

• combustion appliances

• heat recovery devices

• heating systems

• hot water systems

• lighting fittings

• systems and controls

• insulation

• draught proofing

• windows and doors

• solar blinds, shutter and shading devices

• renewable energy installations

• fire safety

• acoustic and sound insulation

159. contribute to the project handover on completion of the installation of retrofit works

160. interpret and confirm the relevance of the following information in relation to the supervision of installing, maintaining and removing temporary works:

• drawings

• check certificates

• hold points

• permits to work

• specifications

• schedules

• method statements

• risk assessments

• manufacturers' information

161. observe current legislation and official guidance to the work environment to ensure protection and safety of the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:

• methods of work

• risk assessment

• safe use and storage of tools

• safe use of access materials

• traffic management

• emergency plans

• fire safety

• hot works

• environmental factors

162. identify, assess and maintain the following resources for temporary works

• people

• plant

• equipment or machinery

• materials and components

• sub-contractors

• information

• waste management

• utilities (power, water, lighting)

163. confirm that all materials, equipment and tooling is correct prior to installation

164. supervise the installation of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder procedures

165. keep accurate records of work progress checks, faults, problems, corrective actions, quantities involved and maintain safe working methods and practices

166. handover the temporary works in accordance with organisational procedures

167. supervise the removal of the temporary works in accordance with the programme of works to meet the needs of organisational and other stakeholder requirements

168. supervise the workforce to conduct pre-installation checks in accordance with organisational requirements for at least six of the following:

• accuracy and completeness of project information

• building condition

• health and safety hazards

• fire safety

• temporary works

• protection of existing fabric and services

• suitability of materials

• working in and around buildings and their occupants and neighbouring properties

• environment and ecology including but not limited to safeguarding protected species

• heritage significance

• discovery architectural and archaeological features

169. supervise the workforce to conduct external and internal pre-installation building inspections, and report findings to the person responsible for at least eight of the following:

• suitable access

• property suitability

• adjoining structures

• structural integrity

• hazardous materials

• dampness

• decay

• exposure ratings

• combustion appliances, flues and ventilation

• services (gas, electric, water, media cables)

170. supervise control measures against identified risks arising from external and internal pre-installation building inspections for at least eight of the following:

• suitable access

• property suitability

• adjoining structures

• structural integrity

• hazardous materials

• dampness

• decay

• exposure ratings

• combustion appliances, flues and ventilation

• services (gas, electric, water, media cables)

171. supervise control measures against identified technical and procedural risks for at least eight of the following:

• accuracy and completeness of project information

• building condition

• health and safety hazards

• fire safety

• temporary works

• protection of existing fabric and services

• suitability of materials

• working in and around buildings and their occupants and neighbouring properties

• environment and ecology including but not limited to safeguarding protected species

• heritage significance

• discovery of architectural or archaeological features

172. interpret and utilise information sources against on-site conditions to contribute to the retrofit works plan, risk assessments and method statements for at least four of the following:

• drawings, design and specification information

• building Pto industry standards

• manufacturers' technical information and product data sheets

• sub-contractor methods and scope of works

• surveys

• tests

• examinations

• specialist reports

• statutory consents

• current legislation, official and technical guidance

• written scheme of investigation (WSI) for archaeology

173. report issues with the planned retrofit works and suggest corrective actions for at least six of the following information sources:

• risk assessments

• method statements

• drawings, design and specification information

• building Pto industry standards

• manufacturers' technical information and product data sheets

• sub-contractor methods and scope of works

• surveys

• tests

• examinations

• specialist reports

• statutory consents

• current legislation, official and technical guidance

• the limitations, defects of the materials and their characteristics

• written scheme of investigation (WSI) for archaeology

174. assess the project programme and contribute to the planning and sequencing of works for the installation of retrofit works for at least five of the following:

• repair

• stabilisation

• temporary works

• opening-up and investigations

• removal of fabric, structure or services, and making good

• preparing the building for installation of fabric measures

• installation of fabric, structure or services

• testing

• commissioning

• handover

175. contribute to the planning for the efficient use of the resources required for retrofit works, for at least four of the following:

• materials and components

• services

• plant, equipment or machinery

• workforce

• information

• site facilities

• waste management

• structures

• storage of materials within specified parameters

176. carry out supervision and provide input into the programmes, plans or schedules which will minimise disruption and maintain optimum performance for at least two of the following tunnelling activities:

• mobile plant and machinery operations

• back up services installation

• operations, maintenance or removal

• spoil removal

• access equipment erection, maintenance or removal

• pipejacking operations

• micro tunnelling operations

• excavation and installation of supports

• shaft and tunnel construction

• tunnel transport

• spraying concrete lining

• operating separation plant

• temporary works

• lifting loads

177. ensure compliance to current legislation, regulations and official guidance appropriate to the work environment to ensure protection and safety of the workforce, the general public, visitors and the environment by the application of information relating to at least three of the following:

• methods of work

• tunnel access arrangements

• risk assessments

• safe use and storage of tools

• safe use and storage of materials

• traffic management

• emergency plans

• fire safety

• hot works

• environmental factors

178. identify and assess common tunnelling defects and problems, recommend and implement corrective actions to be taken which conform to safe working methods and practices for at least three of the following:

• limitations of design choices

• construction errors

• identification of further utilities

• archaeological and heritage concerns

• environmental concerns

• incorrect maintenance

• identification of hazardous materials

• breaches of security

• changes in ground conditions

179. ensure accurate records are kept of work progress checks, detailing tunnelling defects, problems, corrective actions taken and quantities involved of the following resources:

• people

• plant, equipment and machinery

• materials and components

• sub-contractors

• information

• work area and facilities

• waste management

• utilities

180. identify, assess and record the acquisition and maintenance of at least four of the following resources for at least three of the following tunnelling activities:

181. comply with the given contract information and supervise the activities to form tunnels ensuring the work is carried out efficiently to the required specification in at least one of the following occupational areas:

• hand miner

• shaft miner

• tunnelling machine operator

• machine tunnelling operative

• spoil removal equipment operative

• tunnel services operative

• tunnel transport operator

• tunnel fitter's mate

• tunnel electrician's mate

• sprayed concrete lining tunnelling operative

• pipejacking operative

• micro-tunnelling operative

• separation plant operative

• specialist tunnelling occupations

1. Operational improvements

• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations

2. Encourage awareness

• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation

3. Workforce and visitors

• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:

‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce

‐ producing records of planning site inductions and activity briefings prior to the lifting operation

4. Protection equipment and resources

• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation

• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:

‐ protective clothing

‐ protective equipment

‐ first aid facilities and arrangements

‐ welfare facilities

‐ storage and security of materials and equipment

‐ accident and incident reporting system

‐ fire-fighting equipment

‐ health, safety and welfare training

‐ environmental protection arrangements

5. Implementing systems

• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence

6. Reviewing lifting activities

• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities

7. Environmental factors

• identify and assess the significance of the relevant following environmental factors and take appropriate action

‐ ecological

‐ nature conservation

‐ noise or nuisance

‐ emissions and contamination to land, air and water

‐ economic and social

‐ traffic and people management

‐ waste management and recycling

‐ weather

‐ wind effects, vortices and building shielding

8. Identify and assess faults and problems

• determine the requirements of the lift plan

• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations

• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons

9. Identify, assess and maintain resources

• identify, assess, coordinate and maintain the necessary resources for the lifting activity

• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:

‐ people

‐ lifting equipment and accessories

‐ materials and components

‐ work area and facilities

10. Conduct pre-work checks

• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:

‐ testing

‐ examination

‐ inspection

‐ certification

• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:

‐ condition

‐ fit for purpose

‐ health and safety

‐ environmental

‐ people

‐ working area

‐ ground conditions

11. Carry out the supervision of lifting activities

• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:

‐ freely suspended loads

‐ above ground operations

‐ below ground operations

‐ lifting of persons

‐ dismantling operations

‐ excess height lifts

‐ multiple lifting

‐ pick-and-carry

‐ where the operator does not have clear sight of the load

‐ loading and unloading

12. Observe legislation and guidelines

• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information

13. Keep accurate records of work progress

• check the progress and quality of the work, stopping when required due to issues encountered

• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered

14. Conduct post-work checks

• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed

15. Conduct post work feedback

• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance

1. organise work activities which make the most efficient use of at least four of the following resources and record outcomes:

• people

• plant

• equipment or machinery

• materials and components

• sub-contractors

• information

• work area and facilities

• waste management

• utility providers

2. recommend alternative methods, resources and systems to meet programmes and schedules

3. obtain advice from the following sources when required resources are not available:

• stakeholders

• trade and technical guidance

4. examine the work activities against project data and the requirements of at least three of the following external factors and record the findings:

• other related programmes

• supply lead times

• contingencies

• special working conditions

• weather conditions

• statutory limitations

• site conditions

• availability of resources

5. update at least two of the following programmes and schedules of planned activities and inform stakeholders:

• programmes and schedules

• critical analysis

• action lists

• method statements

• risk assessments

6. implement a system to monitor and record the works against programmes and schedules

7. Operational improvements

• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations

8. Encourage awareness

• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation

9. Workforce and visitors

• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:

‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce

‐ producing records of planning site inductions and activity briefings prior to the lifting operation

10. Protection equipment and resources

• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation

• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:

‐ protective clothing

‐ protective equipment

‐ first aid facilities and arrangements

‐ welfare facilities

‐ storage and security of materials and equipment

‐ accident and incident reporting system

‐ fire-fighting equipment

‐ health, safety and welfare training

‐ environmental protection arrangements

11. Implementing systems

• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence

12. Reviewing lifting activities

• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities

13. Environmental factors

• identify and assess the significance of the relevant following environmental factors and take appropriate action

‐ ecological

‐ nature conservation

‐ noise or nuisance

‐ emissions and contamination to land, air and water

‐ economic and social

‐ traffic and people management

‐ waste management and recycling

‐ weather

‐ wind effects, vortices and building shielding

14. Interpretation of information

• interpret the information relating to the lifting operation, lifting accessories, equipment and loads from the following sources:

‐ drawings

‐ specifications

‐ schedules

‐ risk assessments

‐ method statements

‐ lift plans

‐ verbal briefings

‐ manufacturers' information

• check the information for the lifting operation is appropriate with regard to the available resources, lifting accessories, load data and calculations in relation to:

‐ weight

‐ quantity

‐ length

• communicate with the relevant people when problems are identified with information provided

15. Organise and work with others

• organise and work with others, to check and establish how the task is to be conducted

• communicate using discussions, sketches, electronic data, briefings, signalling and radio communications with the following lifting team members:

‐ lift planner or appointed person

‐ lifting operations supervisor

‐ other signallers

‐ lifting equipment operators

‐ ancillary workers

‐ other occupations associated with the lifting operation

16. Safe working practices

• comply with organisational procedures and official guidance

• comply with the information provided to avoid risk in relation to the following:

‐ methods of work

‐ safe use of health, safety and environmental control measures

‐ safe use and storage of tools and equipment

‐ safe use, storage and handling of lifting accessories

‐ safe use of any access equipment

‐ specific risks to safety, health and welfare

‐ specific risks to the work area and local environment

17. Selection of resources associated with the activity

• select required resources for the lifting operations including:

‐ lifting accessories

‐ lifting aids

‐ hand tools and ancillary equipment

‐ signalling and communication equipment

18. Minimise the risk of damage

• comply with organisational procedures to minimise risk and prevent damage in relation to the following:

‐ protecting the loads, work and surrounding area from damage

‐ maintaining a clear and tidy work space

‐ disposing of waste in accordance with organisational procedures, regulations and official guidance

19. Meet the specification

• comply with the lifting information to carry out the work efficiently and safely to the required specification in relation to the following;

‐ demonstrate work skills to: measure, gauge, judge, calculate, fit, fix, test, balance, interpret, assess, explain, prepare, indicate, inform, instruct, sign, position, adjust, configure, move, secure, signal and relay

‐ select, assess, maintain and use lifting accessories, lifting aids, signalling and communication equipment

‐ prepare lifting accessories prior to slinging

‐ sling and signal for the lifting and movement of suspended loads to given instructions for the following:-balanced loads -unbalanced loads -loose loads-bundled loads -containerised loads -where the operator does not have clear sight of the load

‐ guide, move, control and place suspended loads to agreed destinations to given working instructions using signals and verbal instructions to lifting equipment operators and other signallers where relevant

‐ detach lifting accessories from loads and leave in a safe state

‐ reconfigure lifting accessories after detachment following placing of a load so that any component part does not foul structures or objects

‐ carry out post lifting checks and storage requirements of lifting accessories

20. Allocated time

• complete the work in accordance with the programme of work activities and provide post-operation feedback to team members in relation to the following:

‐ completion of own work that conforms to safe working practices and required timescales to meet the needs of other occupations, customers and employers

‐ relay problems encountered during the lifting operation back to relevant team members

21. Identify and assess faults and problems

• determine the requirements of the lift plan

• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations

• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons

22. Identify, assess and maintain resources

• identify, assess, coordinate and maintain the necessary resources for the lifting activity

• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:

‐ people

‐ lifting equipment and accessories

‐ materials and components

‐ work area and facilities

23. Conduct pre-work checks

• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:

‐ testing

‐ examination

‐ inspection

‐ certification

• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:

‐ condition

‐ fit for purpose

‐ health and safety

‐ environmental

‐ people

‐ working area

‐ ground conditions

24. Carry out the supervision of lifting activities

• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:

‐ freely suspended loads

‐ above ground operations

‐ below ground operations

‐ lifting of persons

‐ dismantling operations

‐ excess height lifts

‐ multiple lifting

‐ pick-and-carry

‐ where the operator does not have clear sight of the load

‐ loading and unloading

25. Observe legislation and guidelines

• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information

26. Keep accurate records of work progress

• check the progress and quality of the work, stopping when required due to issues encountered

• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered

27. Conduct post-work checks

• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed

28. Conduct post work feedback

• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance

1. interpret the given information relating to the work and resources to confirm its relevance

2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices

3. select the required quantity and quality of resources for the methods of work

4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

5. comply with the given contract information to carry out the work efficiently to the required specification

6. complete the work within the allocated time, in accordance with the programme of work

7. Prepare background surfaces for plastering, tiling, panelling or painting/decorating

8. Operational improvements

• identify and recommend actions for improving the safety, health and welfare of people during the lifting operation by producing records of recommendations

9. Encourage awareness

• promote a culture of safety, health, welfare and environmental awareness during the lifting operation by producing records of the initiatives taken during the lifting operation

10. Workforce and visitors

• establish procedures that ensure lifting team responsibilities and competencies are fully applied to the lifting operation by:

‐ producing records of allocating the required safety, health and welfare responsibilities and identifying the competency of the workforce

‐ producing records of planning site inductions and activity briefings prior to the lifting operation

11. Protection equipment and resources

• ensure the safety, health, welfare and environmental protection equipment and resources comply with current legislation

• produce records for identification of the following safety, health, welfare and environmental protection equipment or resources:

‐ protective clothing

‐ protective equipment

‐ first aid facilities and arrangements

‐ welfare facilities

‐ storage and security of materials and equipment

‐ accident and incident reporting system

‐ fire-fighting equipment

‐ health, safety and welfare training

‐ environmental protection arrangements

12. Implementing systems

• establish and implement systems, which meet organisational and statutory requirements to identify hazards, reduce risks, report incidents or near misses, analyse causes and lessons learned to prevent recurrence

13. Reviewing lifting activities

• in accordance with organisational and statutory requirements, create or complete records of reviews of safety, health, welfare and environmental protection systems on completed lifting activities

14. Environmental factors

• identify and assess the significance of the relevant following environmental factors and take appropriate action

‐ ecological

‐ nature conservation

‐ noise or nuisance

‐ emissions and contamination to land, air and water

‐ economic and social

‐ traffic and people management

‐ waste management and recycling

‐ weather

‐ wind effects, vortices and building shielding

15. Confirm work requirements

• confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:

‐ survey reports

‐ designs

‐ contractual documentation

‐ statuary consents

‐ risk assessments

‐ method statements

‐ rigging studies

‐ drawings

‐ programmes

‐ records regarding competence of lifting team

‐ sub-contractor arrangements

‐ health, safety and environmental plans

‐ utilities

‐ work permits

‐ local authorities

‐ highways authorities

‐ manufacturers data

16. Identify and review the influencing factors

• identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity

• produce records for the following influencing factors:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• produce records of identification and review of the following guidance and information sources:

‐ lifting equipment, other equipment and accessories, manuals and data

‐ maintenance or examination schedules and manuals

‐ good practice guides and specifications

‐ current legislation and official guidance

‐ organisational procedures

17. Methods of work

• plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

• produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities

18. Amend work methods

• amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:

‐ customer requirements

‐ organisational requirements

‐ contractual requirements

‐ statutory requirements

‐ resource allocation

‐ working requirements

‐ environmental considerations

‐ weather conditions

‐ safety, health and welfare requirements

• create or complete records of amended working methods taking into account the following circumstances:

‐ susceptibility to damage

‐ safety requirements

‐ compromised operational effectiveness

‐ weather conditions

‐ use, or change of use of equipment

‐ current legislation

‐ resources

‐ lifting equipment, other equipment and accessories data

‐ workforce and lifting team

‐ security threats

‐ external factors

‐ project alterations

‐ ground conditions

19. Communicate work methods

• communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication

20. Prepare plans and record work methods and schedules

• prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers

• negotiate and agree them plans and work methods with decision-makers

21. Planning calculations

• apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:

‐ height

‐ length

‐ density

‐ mass

‐ capacity

‐ volume

‐ area

‐ angles

‐ stress or strain

‐ loadings

‐ pressure

‐ stability

‐ velocity

‐ temperature

‐ ratios

‐ deflection

‐ time

‐ shape

‐ centre of gravity

22. Interpretation of information

• interpret the information relating to the lifting operation, lifting accessories, equipment and loads from the following sources:

‐ drawings

‐ specifications

‐ schedules

‐ risk assessments

‐ method statements

‐ lift plans

‐ verbal briefings

‐ manufacturers' information

• check the information for the lifting operation is appropriate with regard to the available resources, lifting accessories, load data and calculations in relation to:

‐ weight

‐ quantity

‐ length

• communicate with the relevant people when problems are identified with information provided

23. Organise and work with others

• organise and work with others, to check and establish how the task is to be conducted

• communicate using discussions, sketches, electronic data, briefings, signalling and radio communications with the following lifting team members:

‐ lift planner or appointed person

‐ lifting operations supervisor

‐ other signallers

‐ lifting equipment operators

‐ ancillary workers

‐ other occupations associated with the lifting operation

24. Safe working practices

• comply with organisational procedures and official guidance

• comply with the information provided to avoid risk in relation to the following:

‐ methods of work

‐ safe use of health, safety and environmental control measures

‐ safe use and storage of tools and equipment

‐ safe use, storage and handling of lifting accessories

‐ safe use of any access equipment

‐ specific risks to safety, health and welfare

‐ specific risks to the work area and local environment

25. Selection of resources associated with the activity

• select required resources for the lifting operations including:

‐ lifting accessories

‐ lifting aids

‐ hand tools and ancillary equipment

‐ signalling and communication equipment

26. Minimise the risk of damage

• comply with organisational procedures to minimise risk and prevent damage in relation to the following:

‐ protecting the loads, work and surrounding area from damage

‐ maintaining a clear and tidy work space

‐ disposing of waste in accordance with organisational procedures, regulations and official guidance

27. Meet the specification

• comply with the lifting information to carry out the work efficiently and safely to the required specification in relation to the following;

‐ demonstrate work skills to: measure, gauge, judge, calculate, fit, fix, test, balance, interpret, assess, explain, prepare, indicate, inform, instruct, sign, position, adjust, configure, move, secure, signal and relay

‐ select, assess, maintain and use lifting accessories, lifting aids, signalling and communication equipment

‐ prepare lifting accessories prior to slinging

‐ sling and signal for the lifting and movement of suspended loads to given instructions for the following:-balanced loads -unbalanced loads -loose loads-bundled loads -containerised loads -where the operator does not have clear sight of the load

‐ guide, move, control and place suspended loads to agreed destinations to given working instructions using signals and verbal instructions to lifting equipment operators and other signallers where relevant

‐ detach lifting accessories from loads and leave in a safe state

‐ reconfigure lifting accessories after detachment following placing of a load so that any component part does not foul structures or objects

‐ carry out post lifting checks and storage requirements of lifting accessories

28. Allocated time

• complete the work in accordance with the programme of work activities and provide post-operation feedback to team members in relation to the following:

‐ completion of own work that conforms to safe working practices and required timescales to meet the needs of other occupations, customers and employers

‐ relay problems encountered during the lifting operation back to relevant team members

29. Identify and assess faults and problems

• determine the requirements of the lift plan

• identify and relay any faults or problems, potential solutions, corrective actions and record recommendations

• communicate all lifting activity faults and problems or recommendations and any lift plan amendments to the relevant persons

30. Identify, assess and maintain resources

• identify, assess, coordinate and maintain the necessary resources for the lifting activity

• ensure the identification of, suitability for, coordinating and maintenance of the following resources, applicable to the lifting activity:

‐ people

‐ lifting equipment and accessories

‐ materials and components

‐ work area and facilities

31. Conduct pre-work checks

• conduct and communicate lift plan pre-work checks so that statutory requirements and official guidance are met in relation to the following:

‐ testing

‐ examination

‐ inspection

‐ certification

• maintain safe working methods and practices for lifting activities by undertaking pre-work and ongoing checks. Communicate actions to the workforce and lifting team for the following:

‐ condition

‐ fit for purpose

‐ health and safety

‐ environmental

‐ people

‐ working area

‐ ground conditions

32. Carry out the supervision of lifting activities

• carry out the supervision of lifting activities following given data and information which will minimise disruption and maintain optimum performance in relation to the following:

‐ freely suspended loads

‐ above ground operations

‐ below ground operations

‐ lifting of persons

‐ dismantling operations

‐ excess height lifts

‐ multiple lifting

‐ pick-and-carry

‐ where the operator does not have clear sight of the load

‐ loading and unloading

33. Observe legislation and guidelines

• observe current legislation and official guidance appropriate to the work environment to ensure the protection of the workforce, lifting team, the general public, visitors and the environment by the application of sources of given information

34. Keep accurate records of work progress

• check the progress and quality of the work, stopping when required due to issues encountered

• create or complete records of work progress checks which detail completed work, quantities involved and any faults or problems encountered

35. Conduct post-work checks

• ensure completion of the work method documentation by undertaking post-work checks to confirm that the working area and equipment are left in a safe state and all resources are removed

36. Conduct post work feedback

• conduct post-work feedback activities with the lifting team and workforce on completion of the lifting activities, to determine the efficiency of working methods and how improvements can be made to optimise future performance

37. comply with all workplace health, safety and welfare legislation requirements at all times

38. recognise hazards, associated with the workplace, that have not been previously controlled, and report them in accordance with organisational procedures

39. accept responsibility for, and comply with, organisational policies and procedures in order to contribute to health, safety and welfare

40. comply with and support all organisational security arrangements and approved procedures

41. communicate with others

42. follow organisational procedures to plan the sequence of work in order to conform to productive work practices and maintain records

43. maintain good work relationships

44. comply with the given information to move, handle or store resources

45. comply with the given relevant legislation and official guidance to move, handle or store occupational resources and maintain safe work practices

46. select the required quantity and quality of resources for the method of moving, handling or storing occupational resources

47. prevent damage to the occupational resources and surrounding environment

48. comply with the given occupational resource information to carry out the work efficiently to the required guidance

1. confirm the plant, machinery, equipment or vehicles for the workplace and allocate it to the operations

2. ensure compliance with current health and safety information and implement working practices and other safeguards to minimise risks

3. report when plant, machinery, equipment, vehicles or their operators are unsuitable for use in the workplace

4. ensure information for the use of plant, machinery, equipment or vehicles is supplied to operators and supervise safe use

5. monitor and ensure all checks on plant, machinery, equipment or vehicles are carried out in accordance with organisational requirements

6. monitor completion dates and report when plant, machinery, equipment or vehicles have completed working activities and are no longer required

7. co-ordinate and communicate with work colleagues, the information to position, line and level the work being carried out

8. confirm and measure the dimensional controls, setting out points, lines and profiles, and maintain them to the specified work requirements

9. check and ensure measuring and recording equipment meets the specified tolerances

10. record and report circumstances and conditions which result in deviations to the dimensional controls and ensure they are corrected in accordance with the work requirements

11. provide information, as authorised and as required, to all the people who will be affected by the work

12. agree a planned timescale and methods of work with the workforce

13. implement the organisational and communication needs that are required for the project

14. identify any breakdowns in communication, and take action to restore effective communication

15. communicate and organise the work being done with other operations as required of the agreed work programme within predetermined levels of authorisation

16. organise and ensure sufficient resources of the appropriate type which will meet the project requirements and timescales

17. organise and control the work and resources so that conditions are safe and the workplace is tidy

18. identify and record any unplanned circumstances, and pass them on to people who may be affected

19. organise the designated work area for operational purposes and communicate to workforce

20. organise the storage and use of materials and components so that material handling and movement is safe and efficient, and wastage is minimised

21. implement contractual, industry and manufacturers' standards from available information and allocate responsibilities

22. regularly check that work conforms to the design requirements and the specified contractual, industry and manufacturers' standards

23. identify work that fails to meet the requirements and specified contractual, industry and manufacturers' standards and implement corrective action

24. identify and inform managers about any variations between contractual, industry and manufacturers' standards

25. allocate and maintain health, safety, environmental and welfare equipment and resources which meet the project and statutory requirements

26. encourage a positive culture of health, safety, environmental and welfare practices and identify opportunities for improving the health and safety of the work environment through engagement with the workforce

27. ensure your team are inducted and check that they are suitably competent and monitored whilst at the workplace

28. monitor and review health, safety, environmental and welfare practices and safe systems of work in accordance with current organisational and statutory requirements

29. identify and record performance and bring to the attention of the team member concerned

30. provide the team member with the opportunity to discuss actual or potential issues and concerns affecting their performance

31. agree with the team member a course of action which is appropriate, timely and effective

32. ensure your team members are aware of information regarding disciplinary and grievance procedures

33. monitor progress of planned programme against the work schedules

34. identify inappropriate specified resources, record and report and suggest suitable alternative resources

35. identify and quantify any deviations from planned progress which have occurred, or may occur, and which could alter the programme

36. confirm the circumstances of any deviations, seek advice and implement appropriate corrective action

37. identify and report options which are likely to help the contract progress

38. report progress, changes to the operational programme and resource needs

39. identify, interpret and provide information relating to the work and resources work with other people to identify and offer adequate and appropriate opportunities and resources to learn work with other people to identify and prioritise learning needs demonstrate the correct application of working techniques relevant to the work outcome identify where people require help to achieve their agreed targets evaluate people's progress towards agreed targets

40. identify the requirements to carry out the property condition inspection confirm permissions by those affected, prior to commencement of the property condition inspection take accurate observations and measurements for the property condition inspection carry out further investigations when observations are inconsistent with existing data and expected findings, and accurately identify the cause of inconsistencies identify and examine actual and potential causes of failure and deterioration and record accurately

41. assemble and collate information on the property condition survey select evaluation methods and techniques select evidence for the assessment of property condition analyse all relevant evidence and information prepare the information to produce a property condition survey report identify and make recommendations based upon the property condition survey report

42. identify the objectives and purpose of the property condition inspection select methods and techniques for the property condition inspection process interpret and evaluate relevant information and significant factors which may influence the property condition inspection recommend a property condition inspection process confirm the arrangements for the property condition inspection

43. interpret the given information relating to the work and resources to confirm its relevance

44. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices

45. select the required quantity and quality of resources for the methods of work

46. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

47. comply with the given contract information to carry out the work efficiently to the required specification

48. complete the work within the allocated time, in accordance with the programme of work

1. interpret the given operating information relating to the use of plant and/or machinery and confirm its relevance comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe work practices comply with the given contract information to carry out the work efficiently to the required specification

2. interpret the given operating information relating to the use of plant or machinery and confirm its relevance

3. organise with others the sequence in which the work is to be carried out

4. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices

5. request resources to sustain plant or machinery operations to complete the programme of work

6. select plant or machinery resources for the methods of work and operations to be carried out

7. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

8. comply with the given contract information to carry out the work efficiently to the required specification

9. complete the work within the allocated time, in accordance with the programme of work

1. interpret the given information relating to the work and resources to confirm its relevance

2. comply with the given, relevant legislation and official guidance to carry out your work and maintain safe and healthy work practices

3. select the required quantity and quality of resources for the methods of work

4. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

5. comply with the given contract information to carry out the work efficiently to the required specification

6. complete the work within the allocated time, in accordance with the programme of work

7. interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with organisational procedures to minimise the risk of damage to the work and surrounding area comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

interpret the given information relating to the work and resources to confirm its relevance comply with the given, relevant legislation and official guidance to carry out your work and maintain safe work practices select the required quantity and quality of resources for the methods of work comply with the given contract information to carry out the work efficiently to the required specification complete the work within the allocated time, in accordance with the programme of work

1. interpret the given operating information relating to the work, resources and the use of plant or machinery and confirm its relevance

2. organise with others the sequence in which the work is to be carried out

3. comply with the relevant, current legislation, special legal status documents, official guidance and organisational procedures to maintain safe and healthy work practices

4. select plant or machinery resources for the methods of work and operations to be carried out

5. comply with organisational procedures to minimise the risk of damage to the work and surrounding area

6. comply with the given contract information to carry out the work efficiently to the required specification

7. complete the work within the allocated time, in accordance with the programme of work