C Delivery

02 Energy and temperature monitoring-sampling - KBCN1657

Sampling can be undertaken. At least 1 home or a representative selection of homes per group of homes must be sampled. A group of homes will each have the following:

The same dwelling size, built form and construction details;
The same space heating, hot-water system and controls;
The same orientation and level of over-shading/ sheltering; and
The same air permeability and ventilation system.

03 Construction record: crit 5.b. - KBCN1655

Crit 5.b. currently says: The record is available to: Occupants on request, as part of any visual defects inspections and when moving in. It needs to be available for the duration of the building warranty in place. However Crit 5.b should say: The record is available to: Potential owners on request, as part of any visual defects inspections and when moving in. It needs to be available for the duration of the building warranty in place. This will be corrected in the next reissue of the technical manual.

Aligning with other relevant requirements - KBCN1320

If existing solutions conflict with requirements for the Aftercare criteria but it is believed that the criteria intent is being met, please contact BRE Global for consideration.

Build to rent projects – Building warranty - KBCN1558

For build to rent projects, latent defects insurance can be used to meet crit 1.

Changes to CCS – January 2022 - KBCN1500

UKNC2011, UKNC2014, RFO2014 and Domestic Refurbishment 2014 schemes: In response to the 2022 changes to the structure and scoring in the CCS, the adjusted points for credits are as follows for each of the three new sections (Community, Environment, and Workforce): One credit requires a minimum of 9 points per section and 27 overall. Two credits require a minimum of 11 points per section and 35 overall. Exemplary credit requires a minimum of 13 points per section and 39 overall. UKNC2018, UKNCV6 and HQM ONE schemes: No changes have been made to the criteria or the requirement to demonstrate compliance with items g, p and q for the exemplary credit. GN33 has been updated to demonstrate the mapping of the updated CCS to these schemes, see KBCN1215. For assessments not following CSS, the criteria remain unchanged. More information on the changes to the CCS scheme are outlined on the CCS website.

12-Apr-2023 - Updated to clarify the applicability of the new guidance.
28-Feb-2023 - Note updated to refer to the updated version of GN33.
29-Apr-2022 - Note added to clarify that this information supersedes the requirements in the technical manuals.
25-Mar-2022 - Updated to provide the new scoring requirements for BREEAM standards.

Commissioning – Role of Specialist commissioning manager - KBCN0604

The specialist commissioning manager for a complex system must be a specialist contractor and not a general sub-contractor. They must be on hand to independently verify the work carried out by whoever installs the system. In principle, it is possible for the specialist commissioning manager to be from the same organisation as the main contractor provided any conflicts of interest have been declared and records show how they have been managed to provide confidence that commissioning will be carried out appropriately. The separate roles of the main contractor and specialist commissioning manager are so that the installation and commissioning are carried out independently by different parties.

Commissioning certificates – evidence - KBCN1311

Certificates demonstrating compliance with any relevant standards are acceptable for the commissioning criteria, where they cover all the systems referred to in the criteria (hot water, heating, ventilation etc.) and any relevant commissioning best practice guidance has been complied with. The ‘commissioning best practice guidance’ outlines how to carry out commissioning for various different systems that may be present. Some of the guidance is more appropriate for complex systems and often won’t be relevant. The person or persons carrying out the commissioning activities is expected to be familiar enough with the standards referenced, to determine the ones that are relevant to the systems they are commissioning.

Complex Systems - KBCN1617

These include, but are not limited to all communal systems with a centralised plant, systems that provide combined services (e.g. HVAC systems) and complex passive ventilation systems.

Connection during handover not possible - KBCN1319

Where it is not possible for occupants to have access to broadband, telecommunications, TV or data services, when moving in, due to unavoidable delays, temporary measures need to be taken to ensure occupants are given temporary access until full connection is available (e.g. via dongles). This needs to be agreed between the developer, network infrastructure provider and internet service provider where applicable.

Construction inspections and record evidence for homes - KBCN1284

For design stage, something like a clear policy and commitment should be acceptable as long as it shows that it will cover the scope of checks in the inspections and completion issue and any other relevant criteria. For post-construction stage, it is appreciated that although evidence should be thorough, too much detail may not always be helpful or feasible. Evidence does not need to show every detailed check made but it does need to show that these checks have been made for every assessed home. The purpose of the minimum requirements for 'construction inspections' and 'construction record' is to ensure consumers can trust HQM-certified homes have been built and finished to a high standard, which is essential to the value of HQM. With this in mind, a sample should be acceptable to show the detailed checks carried out for the construction record criteria as long as evidence also shows that the same checks are being made for every single home being assessed (this could be in a more summarised format). In particular, occupants need to have access to the full construction records for their own particular home if they want it and evidence needs to show that all homes have been checked to the extent required for the construction inspections minimum requirement (see relevant criteria in the manual). In general, we try to make evidence requirements flexible and not overly prescriptive wherever possible, particularly for issues with new content like this one. This is to avoid the unnecessary generation of evidence for the sole purpose of HQM and to recognise existing evidence sources that are available, which can be provided in various formats. As the assessor, you need to be satisfied that the evidence supplied sufficiently demonstrates that the aims of these criteria are being met. The format of evidence is flexible as long as it clearly demonstrates the outcome for each criterion is being met in practice.

Erratum-03 Post-construction testing - KBCN1583

There is an error in the manual in table 55. Where it states the testing method is 'airtightness testing', the requirement is incorrect, it should not state 'crit 4' but 'crit 6' instead.

Erratum-HQM Charter - KBCN1608

The following text was included in the HQM ONE manual in error: The HQM charter and details regarding the support and assurances provided as part of this, including what to do if the charter is breached. The above is not required.

Evidence for ’04 Detailed monitoring and reporting’ at design stage - KBCN1232

The evidence requirements associated with ‘04 Detailed monitoring and reporting’ for Design Stage in both the 'Construction Water and Energy Use' are incorrectly formatted and should appear in the Post-Construction Stage column. For design stage evidence requirements, please refer to KBCN1231 'Design Stage evidence requirements when a contractor has not been appointed'

Fleet operator definition – Responsible construction management items p and q - KBCN1473

The definition of the fleet operator states that “transportation to the project is likely to be by several fleet operators many of which will not be under the control of the constructor. The criteria relate to all fleet operators, nonetheless.” Following feedback on the difficulties of applying the requirements to fleet operators who do not directly work with the contractor, these requirements will only apply to those who are under the control of the principal contractor. ‘Fleet operators’ should now, therefore, be read as ‘all vehicles used or present on site which are owned, leased or hired by the principal contractor’. For clarity this may include, but is not limited to:

company vehicles (cars and vans)
movable plant or powered equipment (such as dumpers, diggers, cranes)
trucks, lorries or waste removal wagons

Item P should, therefore, read: For any company vehicles or plant owned, leased or hired by the principal contractor; driver or operator training and awareness is undertaken to promote safety within the development footprint and off-site. Item Q should read: The principal contractor records, investigates and analyses any vehicular accidents, incidents and near misses; and learnings are incorporated in updated policies and training. This will be amended in the next reissue of the technical manual and GN33.

26 September 2024: This has been updated to provide additional clarification on what is meant by fleet operators under the control of the principal contractor.
20 January 2025: Reference to HQM added.

Flexible handover visit - KBCN1322

Where appropriate, for the purposes of handover visits, it is acceptable to provide handover visits by offering demonstrations to groups of occupants per dwelling type, including showing a video, as long as a Q&A session is conducted in person afterwards, or similar.

Gardens finished - KBCN1328

The ‘finished and habitable’ requirement within the 'visual defects inspection' criteria is focused on ensuring occupants can move into a new home that is accessible, functional, comfortable and safe. As a minimum, any hard landscaping needed to access the home is in place.Soft landscaping may not be complete for the purposes of this criterion as long as the garden areas are capable of planting being done after occupants move in. For example, gardens are clear of building debris and adequate topsoil is present for planting.

GN33 – Evidence requirement clarification - KBCN1157

In Guidance Note 33 (GN33), BREEAM recognised responsible construction schemes are mapped against the 'Responsible construction management' criteria within the manual, in order to determine the degree of comparability. Table 2 in GN33 provides a mapping of the recognised schemes, the relevant scores and the BREEAM items ‘a-s’ which are achieved. Where items in the table have been 'ticked', the only evidence that is required is confirmation of the formal certification under the relevant scheme, in addition to the evaluation report. No further information is required to achieve these items. Where an item in the table has been 'crossed', this means that either, the responsible construction scheme does not demonstrate compliance with that BREEAM item, or that the score achieved is not high enough to confirm compliance with the item. Where a cross exists against an item, additional evidence will be required to demonstrate compliance with those items, (where credits are sought).

28-Feb-2023 - Updated link for Guidance Note 33

GN33 has been updated - KBCN1282

Guidance Note 33 (GN33) has been updated with new mapping results following the 2022 update to the Considerate Constructors Scheme (CCS). A full description of the change can be found in the 'Schedule of changes' in GN33.

28-Feb-2023 - Updated to refer to latest version of GN33 (v2.0, February 2023). This KBCN previously referred to the changes in GN33 v1.1. The full change history can still be found in the 'Schedule of changes' in GN33.

Heating zones - KBCN1318

For Multiple Dwelling Units (MDUs) or homes consisting of two main rooms or less, heating zones for the whole unit, rather than individual rooms, are acceptable, provided occupants have control of their own heating zones.

Home information – certificate after occupant moves in - KBCN1281

The HQM scorecard and certificate are required as part of home information when occupants have moved in to make them aware of HQM and how it adds value for them and their home.

If the HQM certificate will not be issued when occupants are due to move in, confirmation should be included as part of the Home information, which says that HQM certification has been targeted and the certificate will be issued separately, subject to successful approval by the certification body, BRE Global. The information should also cover general information about HQM including a link to the website and who they should contact (e.g. the home builder) for information or updates on this.

If a design stage certificate has been issued for the home, this should also be provided and made clear that this is a provisional rating.

Home information available in both hard and soft copy - KBCN1654

Home information does not need to be provided in hard copy to every home. Where appropriate, it is acceptable to provide only a soft copy to the occupant along with information detailing how to request a hard copy (or other suitable format). In such cases, the approach should be justified and a copy of the communication home occupants must be provided as evidence.

Independent Air Testing Scheme (IATS) – Elmhurst Airtightness Scheme (EAS) - KBCN1699

Please note that the Independent Air Testing Scheme (IATS) has been rebranded as the Elmhurst Airtightness Scheme (EAS) and therefore where referenced, this may also be accepted.

Inspection and Completion – Crit 2 correction - KBCN1520

Crit 2 currently says: The results of the visual defects inspection and any outstanding remedial work are reported and given to occupants before they move in as part of their home information. However Crit 2 should say: The results of the visual defects inspection and any outstanding remedial work are reported and given to the potential owner as part of their home information. This will be corrected in the next reissue of the technical manual.

Issued to correct error in crit 2.

Minimum requirements - KBCN1454

Issue 11.1 Aftercare > Crit 2.c is only applicable where Issue 9.3 Inspections and Completions > Crit. 12 and 13 are met. This supersedes previous guidance in this KBCN and we apologise for any inconvenience.

Off-site construction - KBCN1315

The principle for prefabricated homes is the same in terms of the construction inspections criteria to ensure quality assurance is carried out throughout construction. As long as evidence is provided to demonstrate the criteria are being met, this should be acceptable.

Other smart controls - KBCN1317

Where other forms of home controls are present that are not listed in the additional smart solutions criteria, please contact BRE for consideration. Due to the innovative nature of smart home systems, the examples provided are by no means a full list of all of the types of controls that are, and will be, available.

Post occupancy evaluation commitments as design stage evidence - KBCN1288

A letter of commitment for POE commitments is an acceptable form of evidence at design stage. Firmer commitments including contracts are only required at post-construction stage.

Pre-testing apartment blocks - KBCN1298

For the purposes of the pre-testing criteria, it is possible for there to be flexibility with developments such as apartment blocks if a preliminary air leakage test is carried out for the whole apartment block (instead of every single unit within the block separately). If this approach is taken, inspection and preliminary air tightness testing also needs to be done on a sample of homes within the block, after all services have been installed, as determined by the appropriately qualified person who has determined the pre-testing regime. The sample size should include the apartments that are most likely to experience leakage issues, such as those with a large external surface area and more complex or abundant fabric joints and seals, in order to better identify and resolve potential issues through remedial works.

Project preparation criteria for assessments starting after RIBA stage 3 - KBCN1285

The purpose of the minimum requirements within the 'Quality assurance' category is to ensure consumers can trust every HQM-certified home has been built and finished to a high standard, which is essential to the value of HQM. Emphasising quality from an early stage is an important part of achieving this, which is why the project preparation issue criteria requires processes and plans to be in place before RIBA stage 3. Ideally, the HQM assessor would be appointed earlier than this to help get the most from using HQM when there is the best opportunity to influence the project and credits are easier to achieve. However, there can be flexibility if the same quality outcomes outlined in the project delivery plan will be achieved. The project delivery plan criteria aim to encourage processes that will deliver quality homes, early enough to influence things like scheduling, procurement, resources and roles that may be required, if they aren't already in place. This helps achieve the delivery of quality outcomes on-site required as part of the other minimum requirements in Project Preparation, Commissioning and Testing and Inspections and Completion. If there is flexibility, it needs to be ensured that these requirements will still be met. To consider this further, more information about the project needs to be sent via the webform on the Assessor Support page of BREEAM Projects including:

How far along is the project on site? What has actually been carried out at this point?

Does the late consideration of HQM ONE affect the project's ability to meet the other minimum requirements that require a certain level of quality assurance throughout construction? How will this be assured and demonstrated?

Responsible Construction Practices -Crit 1 - KBCN1297

There is a typo in crit 1, it should say 'Achieve items required for two credits in Table 57'

Training courses that provide competencies to be considered an AQP - KBCN1294

We are not aware of any specific training courses that provide all the necessary competencies to be considered an AQP but they may come from a combination of sources:

industry training courses.
Industry-recognised methodologies
Specific research skills. For example, someone who has worked as a social researcher or has a degree or masters involving research methods.
Consultancies or specialist organisations who provide POEs as a specific service

Warranties covered by alternative consumer codes - KBCN1289

Alternative consumers codes to the ones referred to in the Aftercare issue are acceptable if they are approved by the Trading Standards Institute, such as the Consumer Code for New Homes and the Consumer Code for Home Builders. If you are unsure if a warranty or consumer code is acceptable for the purposes of HQM, please raise a technical query.

UKNC: Residential (HQM) / HQM ONE /