General Technical

Alignment of RFO fit-out with New Construction shell only and shell and core assessments - KBCN0731

Where seeking a fully-fitted certificate for a shell only or shell & core project assessed against the BREEAM NC 2014 scheme, the advice provided within the scope section of the RFO manuals has been superseded. The original concept to provide ‘fully-fitted’ ratings and certificates following BREEAM New Construction shell or shell and core certificate has been dropped in favour of separate independent assessments, certificates and scores in the normal way. This is partly due to lack of demand and partly due to the complexities of mapping, managing and scoring one set of criteria against another at completely different stages. For a comprehensive BREEAM assessment of a project that has two separate construction stages, two separate BREEAM assessments should be undertaken. For example, a shell only BREEAM New Construction assessment, the same as Part 1 in BREEAM Refurbishment and Fit-out (RFO), will have a certificate for the original design. Later on, the fit-out (RFO Parts 2, 3 and 4) can be undertaken and will have a separate certificate. The two separate certificates will then represent a comprehensive BREEAM assessment and best reflect the different scopes of the different project stages.

This will be be updated in the next reissue of the technical manual.

Asset classification – co-living developments - KBCN1568

The following is a guide only. Every co-living project will combine a varying mix of residential with managed spaces, and assessors must in all cases review the suitability of the criteria to determine the most appropriate asset classification. Co-living features Co-living developments generally combine:

Self-contained residential apartments with private kitchens and bathrooms.
Apartments are typically rented for long-term stay (i.e. for periods of more than one month).
Managed communal facilities such as spaces for leisure, co-working spaces and common grounds.

Classification

For NC or RFO, generally the most appropriate asset classification is 'Residential institutions - long term stay.'
For BIU, it is generally Residential.

Using building regulation classifications as a guide As a guide, assessors can also consider how their asset is classified according to local regulations. For UK NC assets, KBCN1225 provides additional clarification:

Projects classified under UK building regulations as Part L Volume 1: Dwellings (Previously Part L1) is considered residential and covered under HQM.
Projects classified as Part L Volume 2: Buildings other than dwellings (Previously Part L2) is considered a residential institution.

Compliance: Applicability of criteria to subsequent schemes’ versions - KBCN0554

When assessing a project under a certain scheme, criteria or compliance notes from a previous scheme cannot be used to demonstrate compliance.

Compliance: Applicability of criteria to scheme’s previous versions - KBCN0430

Criteria set for a scheme version are not applicable retrospectively to previous versions.

Compliance: Manufacturer/supplier does not comply - KBCN0571

Where equipment is required to meet specific criteria to achieve compliance it is important to ensure the client seeks out manufacturers/suppliers that provide equipment which meets these criteria. If the chosen product / supplier cannot meet the criteria then the credit cannot be awarded. BREEAM seeks to recognise the use of equipment which offers the latest sustainable solutions.

Compliance: Statutory requirements - KBCN0395

BREEAM is an assessment method which promotes best practice in sustainable buildings. Matters critical to health and safety, as well as any mandatory requirements from statutory authorities which conflict with BREEAM criteria may take precedence over BREEAM requirements. In this instance, evidence would be required to demonstrate that this is the case. Note, this does not change the criteria requirements, and where BREEAM requirements are not met the design team must explore alternative options or specifications if the relevant credits are to be awarded.

17/04/18 Wording amended to clarify

Fit-out level – Selecting the appropriate assessment type - KBCN1627

Projects designed and constructed as fully fitted should not be evaluated as ‘Shell and core’ or ‘Shell-only’ where the intent is to limit the scope of the BREEAM assessment without further justification. Where the fit-out level of a project is not consistent, the BREEAM assessment type should be considered in line with KBCN0702

Master plans with multiple stakeholders - KBCN0953

Assessment of a building forming part of a master plan co-ordinated by a third party (developer or local authority) In such cases, it may not be possible for the design team to control elements affecting issues such as land use and ecology, access, external lighting and surface water pollution. It is therefore acceptable for the assessor to define the assessment boundary according to one of two following options:

Restrict the boundary only to what the design team can control.
Extend the boundary to include elements of the master plan, assessing any associated benefits or disadvantages that arise. Relevant Knowledge Base Compliance Notes should be reviewed, and BREEAM Technical contacted for additional guidance if required.

The assessment boundary must remain consistent throughout all issues. Facilities outside of the boundary but serving the assessment (i.e. cycle facilities, parking etc) can be assessed as standard. Assessment of a building forming part of a master plan co-ordinated by the design team with third party elements Where there are third party elements in the master plan which are not BREEAM compliant (e.g. external lighting by local authority), evidence should be submitted to QA that efforts have been made with the third party to align these elements with BREEAM criteria. Where this is not possible, these elements can be excluded. Full justification should be provided when submitting the assessment for certification.

Scheme classification – Education - KBCN0398

The Education scheme classification criteria is tailored to the requirements of buildings that are likely to be used by large numbers of students, whose requirements differ slightly from the general population. Where a building on an education campus, or owned by an educational institution: - is not used for teaching / study - is primarily used by staff or other non-students - and transport requirements differ from a standard Education building The building may be assessed under a different, more appropriate scheme classification. Where it is unclear how this building should be assessed, a scheme classification query should be submitted.

Scope – Fully-fitted assessments with areas completed to shell & core - KBCN1233

In such situations, the following options can be followed: 1. Include the shell & core area in the fully-fitted assessment, however this may have a negative impact on the assessment, as all aspects of this area would need to be assessed against the fully-fitted criteria. 2. Exclude the shell & core areas from the assessment. Note that this may require the BREEAM certificate to be endorsed to clarify that the whole building has not been certified. It may be possible to assess the shell & core area separately, if required. 3. Wait until the shell & core areas have been fitted-out before certifying. Please also refer to KBCN0702.

Scope: Fully fitted, shell and core and shell only – guidance for classification - KBCN0702

In cases where a project is a mix of fully-fitted, shell & core, or shell only, or the scope falls somewhere between assessment types, BREEAM cannot determine the type of assessment on behalf of the assessor/developer. For example, assessing a project which falls between (or is a mixture of) shell only and shell & core as 'shell only' will result in a BREEAM certificate for that part of the work and will not account for any work beyond the scope of that assessment type. For the same development a 'shell and core' assessment would take account of a wider scope of work, however some BREEAM credits might not be achievable because compliance cannot be demonstrated for the shell only areas. The latter approach would achieve a higher level of certification (as shell & core) but may result in a lower score and BREEAM rating being achieved. Similar considerations apply in the case of fully fitted and shell and core projects. The assessor should, therefore, review the scope of the development and advise the developer accordingly.

New Construction / NOR /