Technical Bulletin Issue 07

Page 1

HI Technical Bulletin For registered members of the SAVA Certification Scheme

This month:

Welcome to Issue 7 of SAVA’s Home Inspector Technical

Masonry bees

Bulletin.

Health and safety issues the future of the residential sector—the debate continues

The bulletin focuses on Home

Do you agree with the Home Inspector?

July 2009 © National Energy Services Ltd 2009

Condition Reports and associated non-energy issues. We trust that you will find the bulletin useful for your day-to-day work and we welcome any feedback you have about what you would like to see covered in future editions. The contents of this technical bulletin may supersede certain scheme rules or requirements appearing in the Product Rules, Inspection and Reporting Requirements, Training Manual or elsewhere. Members must therefore ensure that they have read and understood this document.

Masonry bees Unlike honey bees, masonry bees are

build structures, the buildings

solitary creatures which do not swarm

themselves offered opportunities for

around a queen.

the masonry bee to build nests.

They do, however,

congregate in the same area.

This is

Although sometimes the stonework or

because they all search for a similar

brickwork might prove too hard for

habitat and, where one finds a

the masonry bee to use, the mortar is

desirable spot, others will join it.

often of the right consistency. Hence

Although their infestation can create

the alternative name of ‗mortar‘ bee.

considerable problems with structures,

The female masonry bee identifies a

in most cases it will not to be of any

suitable site in which to lay her egg.

great significance.

The sunnier this is the better and very often a south or east-facing wall will be favoured, although you should not ignore walls of any other orientation. She will excavate the hole to the required depth, smooth the walls of the chamber, lay her egg and then fill the area with pollen, creating an ovoid cell about 15 mm x 10 mm.

Photo 1: masonry bee infestation.

There are about twenty different species of masonry (or mortar) bees in the UK, the most common of which is the red masonry bee (Osmia rufa). The masonry bee‘s natural nesting environment is soft, firm soil so it is possible to find them in the ground, or more likely, in a cliff formed in a soft stone such as limestone or sandstone. With the advent of man‘s ability to

Diagram 1: excavated hole.


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HI Technical Bulletin © National Energy Services Ltd 2009

She then seals this and repeats the operation for another egg. One egg per hole—a very laborious process. Once the egg hatches, the lava consumes the pollen and subsequently pupates into the bee, eventually burrowing out of the nest using the mother‘s entry tunnel as the exit route in April/May of the following year, starting the cycle again. Photo 2: mortar washed away as a result of heavy rain.

Also look at the wall itself. Holes will be around 8 mm in diameter and around 30 mm deep. The female bee will often reuse a hole previously vacated rather than excavate a new one, simply making it deeper. There may be solitary holes but sometimes the damage is so intense that it looks like a careless exercise with an electric drill along a Diagram 2: excavated hole with

“Holes drilled by the Masonry bee

Male bees emerge first. They wait outside

may be around 8

the nesting area for the females to emerge

mm in diameter

and mate. Their job being done they die off

and around 30 mm in height.”

mortar joint.

bee egg.

and leave the females to prepare the nest and provide food for the future generation. Masonry bees are opportunistic using any crevice available, old fixing holes, cracks and small faults in the brickwork or mortar. As mentioned, the bees‘ natural habitat is soft

Photo 3: intense damage caused by

banks and light sandstone cliff faces and

Masonry bee activity.

when they find suitable material with the right exposure to the sun, they burrow into it.

Remedial action

They do not use their legs but their

Masonry bees emerge up to a month before

mandibles to break down the material thrusting it away from the hole.

How to identify the presence of masonry bees

honey bees.

It is well recorded that there

are a number of problems with honey bees and their numbers are in decline resulting in a commensurate reduction of the pollination which they perform. However, the earlier

Traditionally the bees were believed to favour

emergence of masonry bees allows for earlier

older walls using lime mortar but more

pollination and there are several bodies which

modern Portland cement mortar can also be

support their presence and, indeed,

affected if the mix is sufficiently weak and

commercial ‗nesting boxes‘ are available.

offers the correct consistency. Look along the bottom of south or east facing walls constructed in soft brick or stone using a soft

The general consensus, therefore, is that if the structure is not in a dangerous state the

mortar.

best thing is to leave it alone. However, on

The waste material may be visible if sufficient

wall may prove to be in a dangerous state.

attack has been made. But do not be misled, the presence of sand at the bottom of the wall may just be the result of heavy rain washing the weak mortar from the joint. (See Photo 2.)

occasions the infestation is so bad that the

In one 1950s house, the east-facing gable was so severely affected that the removal of one brick allowed two adjacent bricks on the course above to collapse and it was immediately apparent that their removal


Issue 7 Page 3

July 2009 © National Energy Services Ltd 2009

could instigate a collapse of a major part of

The best time is in late spring, after the bees

the gable. The only solution was to rake out

have emerged. It is also important that the

the affected pointing to a depth of about 25

bee is able to locate a new site at which she

mm and re-point using a medium hard mix.

can lay her egg and still have time to gather

In this particular case, the work was done in November and it was found that in the frog of

sufficient food thus maintaining the level of pollination.

one brick were over twenty capsules, each

From an ecological point of view, it is a

containing a bee living out the winter.

balance of preserving the building and the

If an infestation is found, the building owner should be persuaded to carry out the work at a time which is most beneficial, or least harmful, to the bees.

wildlife. It may be worthwhile indicating the availability of nesting facilities which are readily available. Many internet sites provide more information about the availability of ‗nesting boxes‘. Tony Herbert, July 2009

“[If feasible] the building owner should be

Photo 4: capsules containing over-wintering

persuaded to

bees

carry out work at a time

Health and safety issues the future of the residential sector—the debate continues In November 2008, Issue 5 of the HI

the Inspection and Reporting Requirements

Technical Bulletin carried an article by Phil

(IRR) would have a distorting influence on

Parnham written in November 2007 called

the status of older property in the market

‘Health and safety issues and the Home

place. Consequently, I designed a protocol

Inspector’. It presented a process of

that is within the spirit of the IRR, would

assessing health and safety hazards to

result in consistent condition ratings but

―...generate debate around what can be a

allow Home Inspectors some flexibility when

grey area‖. The article achieved this

assessing hazards that have existed for a

objective and amongst the feedback, Tim

long time.

Winsland, an experienced surveyor and Home Inspector submitted a detailed critique of

The response from Tim Winsland was

Phil‘s article.

particularly useful. Publishing his comments

Rather than printing the full response, we

not appropriate because:

in full together with my detailed response is

have asked Phil to review the topic taking on board Tim‘s main points.

it would be terribly tedious to read;

Placing health and safety hazard assessment in a market context

I agree with most of the points Tim

When I first produced my article I hoped it

the market place that my original

would generate a debate. As a Chartered

protocol is no longer relevant.

makes, and; there have been so many changes in

Surveyor and long time supporter of the Home Condition Report (HCR), I became

Tim‘s main point (and I hope he does not

concerned that the objective method of

mind my summarising his considered article

condition rating health and safety hazards in

so succinctly) was that my protocol did not

beneficial...or least harmful to the bees”.


Issue 7 Page 4

HI Technical Bulletin © National Energy Services Ltd 2009

conform to the IRR and so falls outside the

the Single Survey in Scotland, a

SAVA Certification Scheme. On this point, I

mandatory pre-sale condition report

am in total agreement. I aimed to produce a pragmatic decision making framework which introduced flexibility into the condition rating

the 3rd edition of the RICS Home

there is little to debate.

Buyer Report that uses condition

issue in context with recent economic and political developments in the residential sector.

used to including a broader range of health and safety hazards in their reports.”

ratings and a concise reporting style that is due to launched in July of this year. SAVA has also adapted the HCR and

Post credit crunch and recession

Surveyors, are not

(isn‘t that ironic), and;

process in a consistent way. Consequently

Instead, I think it is more useful to set the

“Many Chartered

carried out by Chartered Surveyors

developed its own product called the Home Condition Survey (HCS). Apart from the

The role and the status of the Home

Single Survey in Scotland, all of these

Inspector have changed since the HCR

products are designed for the buyer and are

became an optional document in the Home

not bound by the objective framework that

Information Pack (HIP). As background to

drives the HCR. Because they exist in the

this point, key players in the home buying

market place and are not protected by

and selling process (for example Estate

government regulation, their commercial

Agents, Intermediaries, Independent

success relies on striking a balance between

Financial Advisors, etc.) are not keen on

providing clients with clear advice and

condition surveys of any type (this is an

acknowledging the pressures of the home

understatement). They see them as negative

buying process. In this environment, the IRR

influences that can prevent sales early on or

is not relevant or appropriate and any

‗kill a deal‘ at a late stage and there is strong

product based on it will not survive.

anecdotal evidence that sellers and buyers are positively discouraged from getting one.

A ‘revised’ revised approach to

In this environment, it is not surprising that

assessing health and safety

few HIP providers have voluntarily opted to include a HCR in their packs.

hazards Over the past nine months I have assisted

This has resulted in few HCRs being produced

the Residential Practice Team at the RICS to

and although I do not have a crystal ball, it is

develop the new Home Buyer Report. For

unlikely the HIP itself will survive an election.

many Chartered Surveyors, condition rating

Although I find the IRR and resultant

represents a cultural change in their

accreditation schemes excellent quality

approach. Additionally, many are not used to

assurance systems, they have been left

including a broader range of health and

stranded by a lack of use. What is the point

safety hazards in their reports. To help

of rigidly adhering to standards that simply

develop a consistent approach, I dusted off

are not relevant in the market place?

the protocol described in the HI Technical Bulletin Issue 5, adjusted it to conform to

Building for the future

new the RICS Practice Notes and produced

You may think I have a low opinion of the

what I think is a simpler yet more robust

HCR but this could not be further from the

methodology. This is described below.

truth. The development of a clear, focused and objective condition report that uses

Initial assumptions

condition rating to communicate with the

This approach is based on two assumptions:

reader has been like a breath of fresh air in

safety hazards that are caused by

the residential sector. The HCR set a

physical defects are assessed within

standard against which other products were

the condition rating system. This is

measured. Consequently, it has been used

both logical and reasonable as a

as a basis for:

defect that could injure or kill must be

Colleys Property Check, an in-house

identified, assessed, emphasised and reported;

level two product offered by (formerly) one of the main lenders in

safety hazards that arise from

the residential market;

―deficiencies that have existed for a


Issue 7 Page 5

July 2009 © National Energy Services Ltd 2009

long time and cannot be reasonably

Action Two

changed…” should not affect the

If the hazard is not the result of a defect,

condition rating but should still be

but falls well below the ‗benchmark‘, you

emphasised in the report. This allows

should:

a balanced assessment of older property constructed before any

NOT include the hazard in the

coherent building codes existed.

condition rating process;

However (and this is very important), any client who does proceed to buy a property that includes hazards due to ‘deficiencies’

report the issue in the element to which it is primarily associated, and;

must understand it is not as safe as an

for the new HBR, report the hazard in

equivalent modern dwelling.

section J3 that summarises the

Assessing and reporting on health and safety hazards Based on the above assumptions, the revised protocol has been split into three stages.

hazards in the dwelling and for the HCR in C2. The only exception to this approach would be with what I call ‘services that can kill’. This dramatic phrase refers to gas, oil, solid fuel

Step One—Identify the potential

and electrical installations.

safety hazard

There are many properties with no obvious

To keep this simple, you should use the list identified in the original IRR and the new RICS Practice Notes.

Step Two—Does the safety hazard pose a direct threat to the users of the dwelling?

‗defects‘ but changing standards have left the services more dangerous than their modern equivalents. This is the exception that proves the rule and the assessment of building services will be driven by the existence of installation and maintenance documentation.

“A safety hazard has to present a clear and identifiable risk to the users of the

A safety hazard has to present a clear and

Examples

identifiable risk to the users of the building

One of the best ways to explain an

and should not be too remote. To make this

assessment methodology is to give an

judgment, you will have to be broadly aware

illustration and I have chosen two: one each

of the ‗benchmarks‘ for safety in residential

for Actions One and Two.

building and should not be too remote.”

dwellings but this does not have to be an indepth knowledge of the current building

Lack of safety glass

regulations. You should then go on to step

Photo 1 shows a door and window to the rear

three.

living room of an inter-war semi detached

Step Three—Making the decision There are two courses of action:

house. Both are single glazed and although not original, they have been installed for many decades.

Action One If a defect has created the hazard, you should: include the hazard in the condition rating process; report the issue in the element to which it is primarily associated; and for the new HBR, report the hazard in section J3 that summarises the hazards in the dwelling and for the HCR in C2.

Photo 1: single glazed door and window to the rear living room.

Article continues on page 8


Issue 7 Page 6

HI Technical Bulletin © National Energy Services Ltd 2009

Do you agree with the Inspector? A series focussing on the assignment of Condition Ratings for the HCR. This case study, submitted by James Land DipHI, focuses on the assignment of condition ratings using the SAVA protocol entitled "Applying Condition Ratings". Readers should refer to a copy of this protocol (available in NES one under ‗Useful Documents‘) in order to follow the logic used in applying the ratings. D1 Chimney stacks

Rating 3

The chimney stack is brick built. The flashing [weatherproofing between stack and roof] to the chimney is causing damp penetration.

D2 Roof coverings

Rating

The main roof is pitched and covered with plain clay tiles.

2

The pitched roof coverings are moss covered.

D4 Main walls (including claddings)

Rating 3

The outside walls are of solid construction. The holes which have been drilled (at the base of the main walls to the side and rear of the house) to allow a Chemical Damp Proof Course to be injected need to be filled with the appropriate material. This is considered serious and in need of urgent repairs or replacement.

E1 Roof structure

Rating 1

The main roof is constructed using individual timbers in a traditional manner. No repair is presently required. Normal maintenance must be undertaken.

E9 Dampness

Rating

There is evidence of penetrating dampness in the property.

3

Penetrating dampness is affecting the roof structure and is likely to have been caused by defective flashings [weatherproofing]. This may affect other parts of the property. This is considered serious and in need to urgent repair or replacement.

Rating 3 in D1

Does it have a significant detrimental

The issue: there is water penetration in the

effect on the structural integrity of the

loft space at the junction of the roof and the chimney breast. Start in box A—No hazard—Move to box J

property?—Not currently Is a further investigation required?— No

Move to box P

Box J—is a repair needed?—Yes—Move to box L Box L—is it cosmetic/minor repair—No— Move to box N Box N—is the defect serious?

Rating 3 in D4 The issue: the holes that have been drilled to allow the Chemically Injected Damp Proof Course to be added have not been filled following the application. This could allow water ingress into the main walls.

Would undertaking the repairs be at a considerable cost?—No

Start in box A—No hazard—Move to box J

breast with damp patch at

Does it spoil the intended function of

top.

Box J—is a repair needed?—Yes—Move to

the building/service—Yes

box L

Photos 1 & 2: chimney


Issue 7 Page 7

July 2009 © National Energy Services Ltd 2009

Box L—is it cosmetic/minor repair—No—

Would undertaking the repairs be at a

Move to box N

considerable cost?—No

Box N—is the defect serious? Would undertaking the repairs be at a considerable cost?—No

Does it spoil the intended function of the building/service—No Does it have a significant detrimental effect on the

Does it spoil the intended function of

structural integrity of the

the building/service—Yes

property?—No

Does it have a significant detrimental

Is a further investigation

effect on the structural integrity of the

required?—No

property?—Not currently Is a further investigation required?— No

Move to box P

Move to box O Is the defect urgent ? Might the defect develop rapidly

Photo 3: chimney stack front face.

into a serious defect if not

Rating 3 in E9

repaired/remedied now?—No

The issue: there is penetrating dampness in

Might the defect cause a structural

the property.

failure or serious defects in other

Start in box A—No hazard—Move to box J Box J–is a repair needed?—Yes—Move to box L

building elements if not repaired now? —No

Move to Box R rating 2 Photo 4: unfilled drill holes

Box L—is it cosmetic/minor repair—No— move to box N Box N—is the defect serious? Would undertaking the repairs be at a considerable cost?—No

Rating 1 in E1

from work carried out to inject

The issue: water ingress into the roof

a chemical DPC.

structure, from defective flashing at the chimney/roof junction. Several of the timbers that make up the roof structure are damp due to the water ingress. Once the flashing has been repaired (and assuming it is carried out promptly) the inspector

Does it spoil the intended function of

believes that the timbers will ‗dry out‘ with

the building/service—Yes

out the strength of the roof structure being compromised.

Does it have a significant detrimental effect on the structural integrity of the

Start in box A—No hazard

property?—Not currently

Move to box J Is a further investigation required?— No

Box J—is a repair needed?—No (not in this

Move to box P

Rating 2 in D2

element)

Move to box K

The issue: considerable build up of moss on

Do you agree with the Home Inspector?

the roof tiles.

Contact the Editor with your views and opinions (see page 8 for contact details).

Start in box A—No hazard—Move to box J Box J—is a repair needed?—Yes—Move to box L Box N—is the defect serious?


Issue 7 Page 8

HI Technical Bulletin © National Energy Services Ltd 2009

‘Health and safety issues’ continued from page5 The door and window are otherwise in a

Step Two—it clearly falls below the

satisfactory condition.

benchmark for safety and is a direct threat to the users of the building.

The revised protocol results in the following

Step Three—the safety hazard has been

outcomes:

caused by a defect in the ceiling. Therefore ‘Action One’ is appropriate:

Step One—the low level glazing is clearly a safety hazard.

condition rating three under E2

Step Two—the glazing is below the

the new RICS HBR;

Ceilings of the HCR and F2 Ceilings of

benchmark for safety and is a direct threat

the threat to safety would be reported

to the users of the building.

under these elements, and;

Step Three—the glazing is not defective

the safety hazard would also be

and is secure within its rebates, both in the

included in section C2 of the HCR and

door and in the window. Therefore ‘Action

section J3 of the HBR.

Two’ is appropriate: condition rating one under D5 and D6 of the HCR and E5 and E6 of the new RICS HBR; the threat to safety would be reported under these elements, and; the safety hazard would also be included in section C2 of the HCR and section J3 of the HBR.

Collapsed ceiling Photo 2: collapsed ceiling.

Photo 2 shows a collapsed lath and plaster ceiling in a corridor within a converted dwelling. Assume that the flat is unoccupied and you have to assess ‗as seen‘. The revised protocol results in the following outcomes:

Conclusion I had hoped this article would provide ‗closure‘ on the safety hazard debate enabling a stronger and more robust methodology to be produced, but this was not possible. So much has happened since I wrote the original article that big questions have to be posed and answered. It is no longer relevant to debate the nuances of redundant codes of practice. It is more important to incorporate the many positive characteristics of the HCR into new products that are better suited to the changing economic, political and commercial environment within which we have to survive. If we do this effectively and quickly, not only will the home buying public be better served we may also get some return on the time and

Step One—the ceiling is still in an unstable condition and so is a safety hazard.

money we have invested in this initiative. Phil Parnham, July 2009

We welcome your feedback and comments. Please email: bulletins@nesltd.co.uk Registration Services : 01908 442 277 registration@nesltd.co.uk Compliance: 01908 442288 compliance@nesltd.co.uk Technical Support Helpdesk: 01908 442105 support@nesltd.co.uk Training enquiries: 01908 442254 training@nesltd.co.uk NES one Credit Top up line: 01908 442299 To download electronic copies of the bulletins, login to NES one and go to ‗Useful Documents‘ The content of this technical bulletin is protected by copyright and any unauthorised use, copying, lending or making available of it, howsoever defined, which is not specifically authorised by National Energy Services SAVA, The National Energy Centre Davy Avenue, Milton Keynes, MK5 8NA Web: www.sava.org.uk

Ltd., is strictly prohibited. © 2009 National Energy Services.


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