Assessor Observation form - MTC combined

• Candidate Name

• Company Name /Employer

• Conducted on

  Date

• Prepared by

• Observation Address
  Address

• Property Description

• Scope of installation

• Observation check-list - Yes = Competent, No = Not competent, N/A = Area not covered by observation or QA at visit

• Is the candidate to be MTC assessed for surveying?

  Yes

  No

  N/A

Health and Safety

• Work at height – ladders / access equipment

  Yes

  No

  N/A

• Heavy lifting

  Yes

  No

  N/A

• Uncluttered work area / walkways

  Yes

  No

  N/A

• Equipment condition and use

  Yes

  No

  N/A

• Use of PPE

  Yes

  No

  N/A

• Risk assessment

  Yes

  No

  N/A

• Observation notes regarding candidate competency of working in a safe manner

• Photo evidence

  Media

Confirmation of customer queries

• Protection of customer property

  Yes

  No

  N/A

• Removal of fixtures and & fittings

  Yes

  No

  N/A

• Communication of survey outcome

  Yes

  No

  N/A

• Specification confirmation

  Yes

  No

  N/A

• Requirements for additional or 3rd party works (e.g. cables, structural works)

  Yes

  No

  N/A

• Observation notes regarding candidate competency of confirmation of customer queries

• Photo Evidence

  Media

Property description, construction and special considerations

• Approximate Building Age and Building Construction (cavity, solid)

  Yes

  No

  N/A

• Building details (lintels, structure condition for fixing)

  Yes

  No

  N/A

• Conservation area

  Yes

  No

  N/A

• Hazardous materials (asbestos)

  Yes

  No

  N/A

• Observation notes regarding candidate competency of property description, construction and special considerations

• Photo evidence (Building elevation and details)

  Media

Building Regulation considerations

• Structure

  Yes

  No

  N/A

• Fire Safety

  Yes

  No

  N/A

• Resistance to moisture

  Yes

  No

  N/A

• Conservation of Fuel and Power

  Yes

  No

  N/A

• Heat producing appliances

  Yes

  No

  N/A

• Protection from falling

  Yes

  No

  N/A

• Access to building

  Yes

  No

  N/A

• Safety Glazing

  Yes

  No

  N/A

• Ventilation

  Yes

  No

  N/A

• Observation notes regarding candidate competency of Building Regulation considerations

Measurement and survey notes

• Accurate and adequate measurements (width, height, diagonals, expansion tolerances)

  Yes

  No

  N/A

• Clear, accurate and sufficient survey notes (location, sizes, design, specification)

  Yes

  No

  N/A

• Understands the importance of accuracy of recorded information

  Yes

  No

  N/A

• Survey potential issues (structural, hidden details, difficulty in obtaining measurements)

  Yes

  No

  N/A

• Special considerations for installer

  Yes

  No

  N/A

• Observation notes regarding candidate competency of Measurement and survey notes

• Photo of site notes

  Media

Product specification

• Specification suitable (meets customer requirements, legislation, codes of practice, manufacturers specifications)

  Yes

  No

  N/A

• Consideration of Trickle vents, Restriction devices, Fire resisting glass systems, Safety Glazing, Pet Flaps, Furniture

  Yes

  No

  N/A

• Specification overcomes any problems relating to (structural considerations, hidden details, measurements, hazardous materials)

  Yes

  No

  N/A

• Observation notes regarding candidate competency of Product specification

Communication of site survey records

• How are surveys communicated (manager, customer, manufacturer, office administrator)

  Yes

  No

  N/A

• Survey problems communicated

  Yes

  No

  N/A

• Observation notes regarding candidate competency of communication of site survey records

• Is the candidate to be MTC assessed as an Installer?

  Yes

  No

  N/A

• Observation check-list - Yes = Competent, No = Not competent, N/A = Area not covered by observation or QA at visit

Transportation and handling

• Secure load

  Yes

  No

  N/A

• Van loading / unloading

  Yes

  No

  N/A

• Storage on site (safety and product care)

  Yes

  No

  N/A

• Observation notes regarding candidate competency of Transportation and handling

• Photos

  Media

Health and Safety

• Work at height – ladders / access equipment<br>

  Yes

  No

  N/A

• Heavy lifting

  Yes

  No

  N/A

• Uncluttered work area / walkways

  Yes

  No

  N/A

• Equipment condition and use

  Yes

  No

  N/A

• Equipment guarding

  Yes

  No

  N/A

• Use of PPE

  Yes

  No

  N/A

• Risk assessment

  Yes

  No

  N/A

• Barriers / segregation of work area

  Yes

  No

  N/A

• Observation notes regarding candidate competency of working in a safe manner

• Photo evidence

  Media

Preparation for installation

• Checking cables (telephone etc)

  Yes

  No

  N/A

• Structural supports (additional QA on bay window from Assessor guidance doc)

  Yes

  No

  N/A

• Protection of customer property (e.g.use of dustsheets, remove vases, curtains etc)

  Yes

  No

  N/A

• Confirm customer requirements

  Yes

  No

  N/A

• Window size checks, to frames on van

  Yes

  No

  N/A

• Material quantities check

  Yes

  No

  N/A

• Removal of fixtures and & fittings

  Yes

  No

  N/A

• Observation notes regarding candidate competency of preparation for installation

• Photos

  Media

Removal of window/door units

• Cut / removal of opening casements (or unscrew window)

  Yes

  No

  N/A

• Crow bar use (protecting brickwork)

  Yes

  No

  N/A

• Release / cut sealant

  Yes

  No

  N/A

• Old window storage until removal from site

  Yes

  No

  N/A

• Observation notes regarding candidate competency of removal of window/door units

• photos

  Media

Aperture preparation

• Sealant / mortar removal

  Yes

  No

  N/A

• Lintel check

  Yes

  No

  N/A

• Cavity closure

  Yes

  No

  N/A

• Dpc

  Yes

  No

  N/A

• Internal plaster line

  Yes

  No

  N/A

• Square and plumb

  Yes

  No

  N/A

• Observation notes regarding candidate competency of aperture preparation

• Photos

  Media

Fenestration Preparation

• (Cills / frame extensions etc)

  Yes

  No

  N/A

• Trims

  Yes

  No

  N/A

• Drainage holes

  Yes

  No

  N/A

• Observation notes regarding candidate competency of fenestration Preparation

• Photos

  Media

Fenestration Installation

• Lifting into place / positioning

  Yes

  No

  N/A

• Fixing type, location and packing

  Yes

  No

  N/A

• Plumb level checks

  Yes

  No

  N/A

• IGU / panel installation

  Yes

  No

  N/A

• Use of packers

  Yes

  No

  N/A

• Bead installation

  Yes

  No

  N/A

• Operation of hardware

  Yes

  No

  N/A

• Observation notes regarding candidate competency of fenestration Installation

• Photos

  Media

Internal and external finishing

• External sealant

  Yes

  No

  N/A

• Internal decorative finish

  Yes

  No

  N/A

• Window boards

  Yes

  No

  N/A

• Render finish etc

  Yes

  No

  N/A

• Finish to specification

  Yes

  No

  N/A

• Observation notes regarding candidate competency of internal and external finishing

• Photos

  Media

Sign off and final checks

• Checks made

  Yes

  No

  N/A

• Customer demonstration

  Yes

  No

  N/A

• Observation notes regarding candidate competency of sign off and final checks

• Photos

  Media

Q1A. A WINDOW IS TO BE MADE INTO A PATIO DOOR, WHAT ARE THE SCHEME AND BUILDING REGULATIONS ISSUES?

• Yes = Area adequately covered, No = Not adequately covered. Do not use N/A. Any area not covered in the discussion must be covered in a separate Q&A session.

• Structural issues - under lintol, width of pillars remaining after brickwork removal (1.1.1)

  Yes

  No

  N/A

• Fire safety – if cavity wall use of cavity closers (1.1.2)

  Yes

  No

  N/A

• Resistance to moisture - DPC issues (1.1.3)

  Yes

  No

  N/A

• Ventilations – trickle vents, purge ventilation (1.1.4)

  Yes

  No

  N/A

• Conservation of fuel – thermal performance, classed as a door (1.1.5)

  Yes

  No

  N/A

• Safety glazing will be required discuss – type of glazing laminated and toughened, consideration for glass thickness to area, when and where safety glazing is used, glass marking considerations (1.1.6 2.1, 2.2, 2.3)

  Yes

  No

  N/A

• Access to building - disabled access (1.1.9)

  Yes

  No

  N/A

• Problems that can occur during the installation and how to resolve them (incorrect specification, removal, fixing, glazing) (10.1, 10.2)

  Yes

  No

  N/A

Q1B.WHAT ARE THE THINGS TO CONSIDER IF THE INSTALLATION WAS TO A SIDE ELEVATION OF A PROPERTY?

• Fire safety, area of opening prior to and after work, distance to boundary, fire resistant gazing (guide conversations to cover, periods of fire resistance, glass markings, what to do if glass delivered does not meet specification) (

  Yes

  No

  N/A

• Discussion notes for question 1

Q2. DISCUSS ALL THE PRODUCTS YOU USE IN A REPLACEMENT WINDOW INSTALLATION INCLUDING THOSE FOUND IN THE BUILDING, WHERE AND WHEN THEY WOULD BE USED AND ANY SAFETY CONSIDERATIONS FOR THEIR USE?

• Health and Safety requirements, COSHH etc

  Yes

  No

  N/A

• Different types of glass - annealed, toughened, laminated, fire rated (2.1, 2.5)

  Yes

  No

  N/A

• Sealants/mastics , bonding materials, foam, decorators chalk (5.1, 5.2)

  Yes

  No

  N/A

• Fixing materials, and locations (6.1)

  Yes

  No

  N/A

• Drainage hole purpose (7)

  Yes

  No

  N/A

• Materials for cavity closures (can include timber window to uPVC window (1.1.2)

  Yes

  No

  N/A

• Asbestos containing materials, typical locations and actions (3.3)

  Yes

  No

  N/A

• Discussion notes for question 2

Q3a. USING THE PICTURE OF A DOUBLE HEIGHT BAY WINDOW (IN ASSESSOR GUIDANCE DOCUMENT) - DISCUSS THE CONSIDERATIONS OF INSTALLING THE DOUBLE HEIGHT BAY WINDOW.

• Structural issues – temporary and permanent support (1.1.1, 4.1, 4.2)

  Yes

  No

  N/A

• Fire safety – if cavity wall use of cavity closers, escape windows to first floor windows (1.1.2)

  Yes

  No

  N/A

• Resistance to moisture – junctions with building (1.1.3)

  Yes

  No

  N/A

• Ventilations – trickle vents, purge ventilation (1.1.4)

  Yes

  No

  N/A

• Conservation of fuel – thermal performance (1.1.5)

  Yes

  No

  N/A

• Safety glazing will be required discuss – type of glazing laminated and toughened, consideration for glass thickness to area, when and where safety glazing is used, glass marking considerations (1.1.6, 2.1, 2.2, 2.3)

  Yes

  No

  N/A

• Problems that can occur during the installation and how to resolve them (incorrect specification, removal, fixing, glazing) (10.1, 10.2)

  Yes

  No

  N/A

• Work at height, ladders, scaffolding (3.2)

  Yes

  No

  N/A

Q3B. WHAT WOULD YOU CONSIDER IF A FANNED FLUE BOILER VENT WAS LOCATED 1 BRICK FROM THE WINDOW?

• Heat producing appliances (1.1.7)

  Yes

  No

  N/A

• Discussion notes question 3

Q4A. WHAT CONSIDERATIONS ARE THERE FOR FITTING REPLACEMENT WINDOWS TO A CARE HOME?

• Structural issues – temporary and permanent support (1.1.1, 4.1,4.2)

  Yes

  No

  N/A

• Fire safety – if cavity wall use of cavity closers, escape windows to first floor windows (1.1.2, 1.2.1)

  Yes

  No

  N/A

• Resistance to moisture – junctions with building (1.1.3)

  Yes

  No

  N/A

• Ventilations – trickle vents, purge ventilation (1.1.4)

  Yes

  No

  N/A

• Conservation of fuel – thermal performance (1.1.5, 1.2.2)

  Yes

  No

  N/A

• Safety glazing will be required discuss – type of glazing laminated and toughened, consideration for glass thickness to area, when and where safety glazing is used, glass marking considerations (1.1.6, 2.1, 2.2, 2.3)

  Yes

  No

  N/A

• Protection from falling (1.1.8, 1.2.3)

  Yes

  No

  N/A

• Problems that can occur during the installation and how to resolve them (incorrect specification, removal, fixing, glazing) (10.1, 10.2)

  Yes

  No

  N/A

Q4B. WHAT IF A WINDOW WAS ON AN EXTERNAL FIRE ESCAPE STAIR?

• Fire resistant glazing (2.4, 2.5, 2.6, 2.7)

  Yes

  No

  N/A

• Discussion notes for question 4

Q5 EXPLAIN THE TYPES OF EMERGENCIES THAT CAN OCCUR AND THE PROCEDURES FOR DEALING WITH THEM?

• Fire, accident, evacuation, calling for help, first aider (3.1)

  Yes

  No

  N/A

• Discussion notes for question 5

Q6. WHAT INFORMATION IS PROVIDED TO THE CUSTOMER ON COMPLETION AND WHAT ARE THE MAINTENANCE REQUIREMENTS?

• Customer information provided at end of installation and tutorials (8.1)

  Yes

  No

  N/A

• how to maintain windows – cleaning, lubricating, painting etc (9.1)

  Yes

  No

  N/A

• How to repair windows/doors – handles, door adjustment, IGU replacement (9.2)

  Yes

  No

  N/A

• Discussion notes for question 6

Site observation notes, feedback and sign off

• Is an additional site observation required?

  No

  Yes

• Observation overview / candidate feedback

• Are there any guided learning requirements highlighted from the observation?

  No

  Yes

• Guided learning requirements

• Do you confirm that the candidate has met all the observation criterion?.

  Yes

  No

  N/A

Professional discussion notes, feedback and sign-off

• Professional discussion overview / candidate feedback

• Are there any guided learning requirements highlighted from the professional discussion?

  No

  Yes

• Guided learning requirements

• Do you confirm that the candidate has met all the knowledge criterion highlighted in the professional discussion question form?

  Yes

  No

  N/A

Sign-off

• Assessor signature

  Sign

• Candidate signature

  Sign