Diploma in Retrofit Coordination and Risk Management: Case Study Presentation

The aim of the case study presentation is to confirm your knowledge and understanding of how fabric improvements in retrofit can underperform, how the new PAS2035 process can mitigate these issues, and how to investigate the causes of failures and identify a route for rectification and remediation. These are key aspects of the Retrofit Coordinator role.

As with the written assignments, this is part of the learning process, giving you the opportunity to have a tutorial session with an experienced Retrofit Coordinator (your assessor), as well as enabling your assessor to confirm that you have achieved all the learning outcomes required for the Diploma.

The case study presentation will be carried out with your assessor via Zoom (or similar) at a mutually convenient time. It will be arranged once you have completed all the multi-choice question tests and written assignments for all 12 modules via the on-line portal. At the start they may ask you to confirm your identity by showing them a photo ID card.

Prior to the session you will need to undertake an analysis of the case study information provided and produce an informal report covering:

  • where you believe that issues have arisen and what unintended consequences have occurred
  • where the specification may not have been followed
  • how the scheme differs from the PAS
  • what additional information or assessments should have been required
  • a critique of what key areas have led to the measures not performing as required
  • suggestions for steps to be taken to re-mediate the issues that have been identified

During the session you will share your computer screen to present your findings and you should plan for this taking about 20 minutes. You may use whatever format you like for the presentation. To assess the case study against the requirements of PAS2035:2019 you may find it useful to complete the PAS 2035 templates to understand where the process could and should have been improved.

The presentation should focus on any weaknesses in the case study provided and what gaps in process or procedure you feel need to be addressed. Your assessor will be looking to confirm how well you demonstrate your understanding of the principles of the 4 C’s to managing moisture risk in traditional buildings. They will then be able to help you to prepare your development plan in the next mentoring session.

Note that we are not expecting perfection (or anything near it). It does not matter if you don’t know all the “answers” – as already mentioned this is part of the learning process. However, if it becomes apparent to your assessor that you have not prepared adequately for the session then they may suggest rescheduling it at a later date.

Your assessor will be looking to confirm that you have understood the processes required to avoid the problems illustrated in the case study and that you can explain them clearly. They may ask you questions during and/or after your presentation to ensure that the scope of the bullet points listed above have been covered.

If the discussion has not covered all the key technical points about solid wall insulation/external wall insulation, your assessor may then ask you to respond to further questions so that it can be confirmed that all the following assessment criteria can be signed off at the end of this session:

  • Explain key issues associated with insulating solid walls (3.1)
  • Identify the key factors influencing the decision whether to insulate a solid wall internally or externally (3.2)
  • Explain the constraints on EWI (5.1).
  • Explain EWI materials and systems (5.2).
  • Explain EWI with custom build options (5.3).
  • Recognise fixing methods for EWI (5.4).
  • Evaluate EWI options including vapour sealed and vapour permeable approaches (5.5).
  • Explain problems with EWI at junctions with roofs, ground floors, windows and doors, pipes, gutters, services and property boundaries (5.6).
  • Outline typical details for key interface details between EWI and other building elements, including ensuring the continuity of the insulated envelope and the air barrier (5.7).

Finally, your assessor might also take this opportunity to confirm your understanding of other topics covered by the written assignments if they needed you to make two or more resubmissions of any questions. (If there are significant numbers of these, they will arrange an additional professional discussion to do this via phone or Zoom before arranging the case study presentation).

Your assessor will then give you feedback on your presentation and provide you with the opportunity to ask them questions about any aspects of the Retrofit Coordinator role you are still unsure about, any further development areas that you might want to include in your CPD plan and what happens next.

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