TRAINERS GUIDELINES for Installer of thermal insulation fenestration systems EXECUTIVE SUMMARY

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1 National Qualification Scheme for Construction Workers to Ensure High Performance Building Envelopes TRAINERS GUIDELINES for Installer of thermal insulation fenestration systems EXECUTIVE SUMMARY Version 2 July 2015

2 This report was elaborated within the BUILD UP Skills QualiShell project, implemented from 1 October 2013 to 31 July 2015 under the Intelligent Energy Europe programme funded by the European Commission through the European Agency for Small and Medium Enterprises (EASME). BUILD UP Skills QualiShell project aims at developing and implementing national qualification schemes for installers of external thermal insulating composite systems and high efficiency windows systems (carpentry and insulating glazing), by developing effective tools to embed the adequate knowledge and skills in the relevant occupations and to foster the evolution in the national qualification system and in the vision of key stakeholders in the construction sector, moving towards the actual implementation of nearly zero energy buildings in Romania. This report represents an executive summary of the deliverable D4.3 of work package WP 4 (Development of training courses for window system fitters) and presents the summarised content of the Trainers Guidelines Report for Installer of thermal insulation fenestration systems. The first version of the deliverable was prepared and published in July 2014 as part of the draft content of the training course and it was updated, adjusted and harmonised after the implementation of the pilot training course (December 2104 July 2015), including feed-back from trainees, trainers and employers. The full Trainers Guidelines Report (in Romanian) is available on the project website, at Presentations for each topic and lesson are available online by accessing the links indicated in the relevant sections of the Guidelines or can be downloaded as a package from the project website, at The authors are fully responsible for the content of this report. This does not represent the position of the European Union. Neither EASME, nor the European Commission is responsible for any use of the information in this survey. Additional information More details on BUILD UP Skills QualiShell can be found at More details on BUILD UP Skills projects can be accessed on More details on the IEE Programme may be accessed on

3 EXECUTIVE SUMMARY The Trainers Guidelines for "Installer of thermal insulation fenestration systems" was written based on the theoretical and practical curriculum defined in the Occupational Standard for Education and Training, according to Annex 1b of the Occupational Standard. The document was structured according to the content of the Training Course Manual for the mentioned occupation, providing the corresponding methodological teaching content to the trainer in order to perform the lessons in the vocational training process. The document presents a full Didactic Project for the training course implementation, structured in six modules (corresponding to vocational skills in the Occupational Standard) with a total number of hours of 720 (of which 240 theoretical course and 480 practical course), as follows: I - General Skills Module 1. Workplace organization 2. Application of the legal provisions on health and safety at work and in the emergency situations 3. Application of environmental protection 4. Ensure quality of executed works 5. Maintenance of working equipment 6. Providing materials for construction Occupational Skills Modules II - Transportation to installing place in order to perform assemblies III - Preparing the locations of fenestration systems installation IV - Installation of fenestration systems V - Application of the independent mechanisms of fenestration system VI - Ensuring functional testing of fenestration system The Didactic Project is structured in lessons plans (for each training module), defining reference objectives / specific skills, content (divided in several themes / topics), learning activities (e.g. theory lecture, observation, classification exercises, and practice - observation, identification exercises, case study etc.), resources / materials and equipment required in class (e.g. projector, projection screen, flipchart, PowerPoint presentation, manual etc.) and evaluation (e.g. oral or written tests for trainees to demonstrating that he/she the specific learning outcomes). For each Lesson Plan, the performance and learning objectives are detailed and the support course material (Module Review and PowerPoint presentation) is included, as well as guidelines and predefined tests (for informal and formal assessment). The Manual contains 131 pages (the core report) + 48 PowerPoint presentations and presents in an illustrative form (descriptive text with figures and tables, PowerPoint presentations) the essential information needed by a trainer in the training process. Page 1 of 7

4 TABLE OF CONTENTS (of original document in Romanian) DIDACTIC PROJECT Teaching Unit MODULE I - General competences Teaching Unit MODULE II - Transportation to installing place in order to perform assemblies Teaching Unit MODULE III - Preparing the locations of fenestration systems installation Teaching Unit MODULE IV - Installation of fenestration systems Teaching Unit MODULE V - Application of the independent mechanisms of fenestration system Teaching Unit MODULE VI - Ensuring functional testing of fenestration system LESSON PLAN - Module I, General competences TEST 1 TEST 2 TEST Organization of work place 4.2 Application of legal provisions related to health and safety at work and emergency situations 4.3 Application of environmental protection rules 4.4 Ensuring the quality of executed works 4.5 Maintenance of working equipment Providing materials Requirements for the organization of activities Providing materials Technical documentation Providing materials Types of profiles systems used for insulating carpentry and their characteristics Providing materials Notions about the basic components of insulating carpentry Providing materials Notions of manufacturing insulating fenestration systems Providing materials Mounting accessories Providing materials Protection against corrosion of surfaces Providing materials Mechanical strains and geometrical characteristics of the profiles LESSON PLAN - Module II, Transportation for performing installation TEST 4 3 Transportation for performing installation Page 2 of 7

5 LESSON PLAN - Module III, Preparing the locations of fenestration systems installation TEST Preparing installing locations Measures to prevent or minimize buildings damages 4.2 Preparing installing locations Asbestos 4.3 Preparing installing locations Methods for verifying new or restructured window openings against requirements in applicable technical documentation in the execution 4.4 Preparing installing locations Specific requirements for carpentry installing in a building with applied ETICS 4.5 Preparing installing locations Minimum requirements on signalisation methods / procedures - according to GD 971/ Preparing installing locations Provisions for the use of working equipment provided for temporary work at height 4.7 Preparing installing locations Minimum requirements for the recovery and disposal of residues resulted from decommissioning existing carpentry and / or correcting technological gaps size for installation LESSON PLAN - Module IV, Installation of fenestration systems TEST 6 TEST Technical conditions and installing technology for insulating carpentry systems 5.2 Installation of windows and doors 5.3 Technical considerations for the installation of insulation carpentry systems 5.4 Ensuring the connection with other building components constructive variants 5.5 CE Marking - product complying with EU regulation 5.6 Ventilation of buildings 5.7 Insulating glazing units 5.8 Criteria for assessment of insulating glazing aspect 5.9 Environmental factors influencing carpentry quality 5.10 Efficiency at work 5.11 Measures for fire prevention and fighting 5.12 Hygiene and safety at work LESSON PLAN - Module V, Application of the independent mechanisms of fenestration system TEST 8 5 Application of the independent mechanisms of fenestration system 5.1 Solar shading systems 5.2 Insect protection screen systems 5.3 Types of window sills and installation possibilities 5.4 Self-regulating ventilation grilles Page 3 of 7

6 LESSON PLAN - Module VI, Ensuring functional testing of fenestration system TEST 9 6 Ensuring functional testing of fenestration system 6.1 Verifying compliance of installed systems against the execution technical documentation and continuity check for the critical barriers, adjacent wall and carpentry 6.2 Maintenance of windows 6.3 Quality standards 6.4 Quality management 6.5 Ensuring client satisfaction 6.6 Carpentry inspection and diagnosis for hidden manufacturing defects and design errors 6.7 Ordinance no. 21/1992, updated version on 27/12/2008, on consumer s protection 6.8 Evolution of windows design 6.9 Evolution of windows installation methods ANSWERS TO TESTS REFERENCES AUTHORS / CONTRIBUTORS Page 4 of 7

7 AUTHORS / CONTRIBUTORS Authors: Ligioara FLOREA The Ownership of Producers for Thermo-Insulating Carpentry Contributors: Horia PETRAN Gabriel George MOCANU Barnabas LORINCZ Angela POPESCU Liliana ANDREESCU National Institute for Research and Development in Construction, Urban Planning and Sustainable Spatial Development "URBAN-INCERC". Sector Skills Committee in Constructions The Ownership of Producers for Thermo-Insulating Carpentry The National Centre for Technical and Vocational Education and Training Development National Authority for Qualifications Page 5 of 7

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