Presentation on theme: "Domestic Energy Assessment Training Course"— Presentation transcript:
1Domestic Energy Assessment Training Course ABBEDomestic Energy Assessment Training CourseWelcome and Qualification StructureCourse tutor:-
2Course House Keeping Signing In Please ensure you sign the course register every morning to confirm your attendance.
3Course House Keeping Fire Procedures Nearest Fire ExitFire DrillMeeting PointPlease report any incidents to the course trainer.
4Course House Keeping First Aider/ Accident Reporting Please report any incidents to the course trainer who will take the appropriate action
5Course House KeepingLunchComfort BreaksToiletsSmokingRefreshments
6Stroma’s Co-ordinated approach to Building Sustainability & Compliance "Stroma’s ultimate objective is to ensure that all buildings,new and existing, reach their full energy performancepotential and comply with legislation without sacrificingclient satisfaction or occupier comfort”
7Stroma ProfileOperating throughout the UK and Ireland, Stroma specialises in measuring and improving building performance across the residential, commercial and public sectors.Whether for new build or retrofit projects, we can identify and deliver the services required at each stage to achieve legislative compliance, meet carbon reduction and energy efficiency targets, and improve occupier comfort levels.Services include sustainable design; CO2 emission calculations and energy assessment; compliance testing and consultancy; building fabric protection and enhancement; energy management and carbon reduction consultancy; and certification and training.To find out more or to discuss specific requirements, call or Alternatively, visit
8Equal Opportunities EQUAL OPPORTUNITIES POLICY Stroma Limited is committed to equal opportunities in the work place. The purpose of this policy is to ensure equal opportunities for all employees and members of the public who come into contact with Stroma Limited.
9Equal Opportunities EQUAL OPPORTUNITIES POLICY CONTINUED This policy extends to all those associated with Stroma Limited including employees, job applicants, clients and customers, irrespective of age, disability, gender re-assignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex and sexual orientation.We value a diverse client base and the individuality and creativity that every employee can potentially bring to the workforce.
10Delegates Delegates please provide: Name Job (affiliation/company) Relevant HistoryRelevant Experience
11Proceedings During the Course: Questions – Ask them!!!! Presentations - core material.Flexibility – there is scope to provide additional clarity and answer questions of interest.Participation – Exercises and workshops.
12Introduction Overview & The aim of this course is to provide attendees with the knowledge to carry out Domestic Energy Assessments.&To verify the competence and suitability of attendees to become Domestic Energy Assessors.
13Introduction The course will consist of: Presentations Practical workshopsSoftware trainingQuestions and answers
14The Qualification Skills Domestic Energy Assessors are required to competently demonstrate a mixture of:technical knowledgepractical competence‘Soft skills’There are personal attributes that enhance an individuals job performance through interaction
15Agenda Day 1 Introduction Energy Performance of Buildings Directive Work as an energy assessor in a safe effective and professional mannerPrepare to undertake energy assessments of dwellings to produce EPCsSoft SkillsWall Floor and Roof Construction.Property Elements
16Agenda Day 2 Run through software Heating Systems Domestic Hot Water Renewable EnergyInsulation (areas and thickness’s)Surveying and Measuring PropertiesProperty construction types (system build etc.)Ageing Properties
17Agenda Day 3 Site visit (Simulation property) Software Training (RSAP OneFile)Portfolio RequirementsQ&A session
18Qualification assessment National Occupational Standard (NOS) for Domestic Energy AssessorsThe NOS are agreed by CLG and define the content of the qualificationyou are assessed against the NOSthe portfolio is designed to complete all of the NOSPortfolio of EvidenceKnowledge and Understanding QuestionsBusiness documents5 surveys and EPCs with documents and Evidence
19Portfolio of EvidenceThe full portfolio requirements will be covered at the end of the course, the portfolio is broken down into four key units
20One File www.onefile.co.uk One file is the online portal where all your portfolio of evidence is entered to be assessed and verified.
21Property MatrixWhilst completing your portfolio you are required to fully meet all the property types and age bands in the below matrixBuilding TypesPre with solid wallsAt least 1 property.at least 1 property.at least 1 property.Post – 1980No more than 1 propertyDetachedAddress:EPCSemi-DetachedTerracedFlatIn addition to the matrix there are a number of features to include, such as specific wall constructions, insulation types and heating systems.
22Property Elements Table FeaturesConfirmPresentEPCNo.HeatingSystemIssues that make some improvement measures unsuitableSolid Wall.Central heating (mains gas)Property situation ( e.g.) subject to extreme weather)Rooms in Roof.Central heating (electricity)Property condition (e.g.) state of repair of external wallsRetrofitted Insulation.Central heating (solid fuel, oil or LPG)Inadequate ventilationUn-separated Conservatory.No heating system installed, or only individual heaters e.g. gas fire or open coal fireTraditional constructionExtensions.System built propertyWall construction including alternative wall.Two main heating systemsAny other features of the property, or its site / location , which might adversely affect the performance of the recommended improvement, or the buildings performance after improvementUnheated corridor.Community heatingPrimary, secondary and portable heating.Inadequate heating.Age of main property and of any extensions or roof rooms.Low and Zero Carbon Technologies.Any other features that when incorrectly identified will have a significant detrimental effect on rating accuracy.All of the property features, heating systems and potential issues in this table should be covered, and referenced with your EPC, or additional learner statements provided.Candidate Name: …………………………………………Candidate Signature: ………………………………………Date: ………………………………………………...
23Energy Performance of Buildings Directive Climate ChangeClimate change now seen to be “unequivocally” happeningCO2 levels highest ever recordedThis rapid change in CO2 levels has been linked to human activityIt is predicted we have between 10/15 years left to implement serious measures to reduce emissionsBritish Government has made a pledge to reduce Carbon emissions by 60% by 2050
24Energy Performance of Buildings Directive Kyoto protocol;The Kyoto Protocol is a protocol to the United Nations Framework Convention on Climate Change (UNFCCC or FCCC)It set binding obligations on the industrialised countries to reduce their emissions of greenhouse gases.The Kyoto Protocol was adopted in Kyoto, Japan, on 11 December 1997 and entered into force on 16 February 2005.The Kyoto Protocol is seen as an important first step towards a truly global emission reduction regime that will stabilize GHG emissions
25Energy Performance of Buildings Directive The UK has passed legislation that introduces the world’s first long-term legally binding framework to tackle the dangers of climate change.The Climate Change Act created a new approach to managing and responding to climate change in the UK, by:setting ambitious, legally binding targetstaking powers to help meet those targetsstrengthening the institutional frameworkenhancing the UK’s ability to adapt to the impact of climate changeestablishing clear and regular accountability to the UK Parliament and to the devolved legislatures
26Energy Performance of Buildings Directive A key part of this legislation is the Energy Performance of Buildings Directive first published in 2002,It requires all EU countries to enhance their building regulations and to introduce energy certification schemes for buildings.All countries were also required to have inspections of boilers and air-conditioners.The EPBD was implemented in the UK in 2007
27Energy Performance of Buildings Directive Article 7 of the Energy Performance of Buildings Directive states:An energy performance certificate must be produced when a building is constructed, sold or rented out.These EPCs can only be produced by qualified and/or accredited energy assessors working in an independent manner.Display Energy CertificatesEPBDEnergy Performance CertificatesThe EPBD is very long and wordy, the bit which relates to us is…..
28Energy Performance of Buildings Directive Energy LabelsFirst we had Washing MachinesThen we had carsNow we have buildingsIntroduced through EU Directive 2002
29EPC for Domestic Property Example of an Energy Performance Certificate for a HomePage 1:Name and AddressReport Reference NumbersEstimated cost for the propertyTotal savings that can be madeDivision of energy costing'sEnergy efficiency rating current and potentialTop 3 improvement measures
30EPC for Domestic Property Page 2Property Element rating table, and explanations along with star rating systemSimple Green Deal Explanation
31EPC for Domestic Property Page 3The recommendation table, with costs, savings, rating, and potential for Greendeal.Alternative measuresThe Green Deal Package table
32EPC for Domestic Property Page 4Your detailsEnvironmental impact ratingHeat demandAddenda
33EPCs for Non-domestic Properties EPC for Non-Domestic Building?
34Energy Performance of Buildings Directive WHATThe EPC legislation was introduced in September 2007Initially EPCs formed part of the Home Information Pack or HIPThe HIP was abolished in 2010 by the coalition Government, but the EPC is still required for any property which is being sold or rented.The regulations apply to England, Wales, Northern Ireland and Scotland
35Energy Performance of Buildings Directive All Energy Performance Certificates (EPC’s) containEnergy Efficiency Rating and Environmental Impact RatingCurrent and potential costing for heating, lighting and hot waterSummary of the property’s energy performance related featuresRecommendations to improve the energy efficiency of the property, with explanations.
36Energy Performance of Buildings Directive Domestic Energy Performance CertificateCalculated using RdSAP (Reduced Data Standard Assessment Procedure)Normalised for occupancy and weatherValid for up to 10 yearsGreen Deal measures are valid for 3 yearsThe owner of the property is not obliged to implement any of the recommendations
37Energy Performance of Buildings Directive Energy AssessorsOnly accredited energy assessors are able to carry out assessments and produce EPC’s and DEC’sTo be accredited you must:hold the relevant qualification for the buildings you wish to survey, e.g. DEA, NDEA L3, 4 or 5For DEA you must have a recent CRB checkJoin a Government approved accreditation scheme, such as Stroma
38Energy Performance of Buildings Directive Levels of EPC AssessorsDomestic Energy Assessors use RdSAPLevel 3 – for simple commercial buildings using SBEMLevel 4 – more complex commercial buildings (new and existing) using SBEMLevel 5 – highly qualified consultants able to survey complex buildings using Dynamic Simulation Models
39Energy Performance of Buildings Directive Buildings Requiring DEC’sSchools (not private)Leisure Centres (not private clubs)Hospitals (not private unless NHS patients are admitted)Public Golf ClubhousesLibrariesMuseums and Art Galleries operated or sponsored by Local Authorities
40Energy Performance of Buildings Directive Exempt from EPCs/DECsTemporary buildings in use for < 2 years (e.g. Site Offices)Places of WorshipLow energy demand buildings (e.g. Barns)Stand-alone buildings < 50m2 (Sheds, Summer Houses)Listed buildings(sale & rental)
41Differences between SAP and RdSAP Used for new dwellings.Used for buildings which have undergone a ‘change of use’.Report produced off plan. Property is not visited.Uses a more comprehensive methodology.Assessor must hold Dip OCDEA qualification.Report based on U-values.Uses SAP software.RdSAPUsed for existing dwellings.Assessment conducted at the dwelling.Uses a reduced methodology taken from SAP.Assessor must hold DipDEA qualification.Report based on assumptions.Uses RdSAP Software.The following points relate to SAP:Used for new dwellingsUsed for buildings which have undergone a ‘change of use’Report produced off plan. Property is not visitedUses a more comprehensive methodologyAssessor must hold Dip OCDEA qualificationReport based on U-valuesUses SAP softwareRdSAP relates to the following:Used for existing dwellingsAssessment conducted at the dwellingUses a reduced methodology taken from SAPAssessor must hold DipDEA qualificationReport based on assumptionsUses RdSAP Software
42RdSAP RSAP stands for Reduced data Standard Assessment Procedure. RdSAP is the Government approved calculation used to calculate the ratings on an EPC.RdSAP is derived from full SAP, Standard Assessment Procedure, which is used for assessing newly built dwellings.We are currently using RSAP version 9.91, updated on 1st April 2012.RdSAP 9.91 includes a few additional options which had not been available previously and make RSAP more flexible.RdSAP determines what data should be gathered during an assessment and how it should be entered into the software to produce the EPC.All Accreditation Schemes provide access to approved RdSAP software, which allows their members to lodge EPCs to Landmark.
43RdSAP AssumptionsThe EPC is designed so an EPC for one property can be a compared with another.Different people use their house and it’s contents in different ways. EPCs are therefore not specific to the occupants, but to the dwelling itself.Assumptions are made by RdSAP so household behaviour does not impact on the EPC ratingStandard occupancy – the actual number of occupants is not accounted for. RdSAP assumes occupancy based on the floor area. This is then used to determine factors like domestic hot water requirementStandard heating pattern – some people have their heating set to 25o all day every day, some people have their heating on for half an hour a day. To avoid this type of behaviour skewing EPC data a standard heating pattern is used.9 hours heating a day during the week16 hours a day at the weekendThe living area is heated to 21oC and the rest of the house to 18oCRdSAP does not account for energy use by electrical appliances and non-fitted lighting It is assumed these will not be left at the property by the current owner/occupier
44RdSAP AssumptionsRdSAP makes some assumptions based on the data collected by a DEAWindow area – a ratio has been calculated which assumes an average window area based on the age of the property and the total floor areaU-values – this is the rate of heat loss through windows, walls, floors and the roof of the dwelling. The software assumes U-values for different construction types based on the building techniques used and materials available.
45RdSAP Documents Appendix S: Appendix T: Conventions: The methodology list all the data collection fields and their explanationsAppendix T:The list of all the improvement measures and their triggersConventions:The conventions give clear guidance on how assessment criteria is determined and clarify grey areas of the methodology that could lead to variation in interpretationAs a DEA all you will need a working knowledge of all 3 documents, and you should understand how, and when to apply the information contained within them.
46Rating DifferencesOver time there has been changes to RdSAP they have been made to make the calculation more consistent and accurateWe have moved from:SAP v9.83SAP v9.9SAP v9.91 (current)Any calculation using newer methodology will be different from a calculation using an earlier methodology.The revisions of the methodology is to better model the energy performance of the property
48Risk assessmentAs a lone worker working in different surroundings every day, it is of the utmost importance that you carry out a full risk assessment for every survey you carry out.
49Risk AssessmentThe Health and Safety Executive (HSE) recommends 5 steps to Risk Assessment:- • Step 1. Identify the hazards • Step 2. Decide who might be harmed and how • Step 3. Evaluate the risks and decide on precautions • Step 4. Record your findings and implement them • Step 5. Review risk assessments and update
50Assessing RisksWhen making appointments to inspect properties ask questions to identify potential hazardsConsider use of a pre-inspection questionnaire to be sent out with appointment confirmationWhat questions could you ask the seller over the phone, by or ideally by completing a health & safety questionnaire included with your survey acceptance letter and terms & conditions?
51Assessing Risks Is the property inhabited or uninhabited? If uninhabited is it derelict?Are services turned on, e.g. is artificial lighting available?Is the assessor visiting an empty property?What are the parking arrangements – any restrictions?How old is the property, what type and how big is it ?Will all parts of the property be accessible?
52Personal Preparations Dress suitably - durable, warm and waterproof clothing.Mobile phone fully charged and switched on;Carry personal alarm;Park close by and put valuables in the boot, park in a legal and safe position;Do not inspect at dusk or after dark;Do not carry unnecessary valuables into the property;Take all appropriate tools/equipment,Let your office know when you are starting and finishing the inspectionLone worker, need to be fully prepared
53Main risk areas General health and safety issues affecting DEAs; Travel to inspection - car safety, mobile phone use, journey timesWeather- wet, windy, icyLocation- unsafe car parking, areas of high social stress, busy road, unlit stairwellsUnsafe property- externally- Loose masonry, roof tile, open man holesLone working- Empty property, ensure someone is aware of your location?Unsafe property- internally- Uneven floor, loose carpets, low ceilingPersonal safety- Toxic/dangerous substances, needles and drugs, asbestosOccupants- Threatening, intoxicatedAnimals- Dogs, other large or potentially dangerous animalsLoft/Roof void- Too high (over 3m), located over stairwellServices- Faulty electrical point/meter, gas leakVermin- rats, insects
54Surveying Empty Properties If you are being accompanied by the agent or owner during the inspection, check the person’s credentialsWhen entering the empty building, carry out a cursory inspection of all rooms whilst loudly announcing your presenceIf you are on your own, lock the external doors when you are inside and keep the keys with you;If you discover an unauthorized person(s), briefly and calmly explain who you are, why you are there and that you are leaving right away.If you discover signs of unauthorized occupation and/or the property is unsecured, leave the property immediately and notify the person responsible.
55Roof space inspections When inspecting roof spaces:• Do not site your ladder near any potential hazardBe careful of heavy loft hatches;• Put ladder up properly and extend min. 1.0m aboveback of ceiling joists;• Wear face mask, check for animal/bird life/wasp nests• Use a strong, bright torch;• Only go in if it is essential and step on the rear of visible ceiling joists.• Watch out for any poorly fixed walking boards;• Look out for low beams/purlins, protruding nails, etc.Do not roll back insulation unnecessarily, just lift a corner for measurement purposes.
56LaddersCheck ladders every time they are used. Refer to the leaflet “HSE Safe use of Ladders & Stepladders An Employers Guide” For their correct use.
74H & S SamplesAs a group discussions what would you do in the following situations? Then check your answersScenario 1:The occupant becomes very aggressive and usesthreatening language as you carry out your inspection?
75Scenario 1You should have your mobile phone and personal alarm with you;Try to stay calm and do not argue;If you feel threatened, leave immediately;Develop a distress signal/password for use between yourself and office staff if you feel it is an emergency.
76Scenario 2A 2 storey property with ceiling height of 2.7m, the loft hatch is located at the top of the staircase. Would you inspect the loft?
77Scenario 2No, there is a risk of falling a considerable height. Inform the homeowner/occupier that there is too greater risk to access the loft due to it’s location.
78Scenario 3The owner shows you into the house and points out their 2 massive dogs, but says, ‘Don’t worry, they wouldn’t hurt a fly’.
79Scenario 3You can never be too careful with dogs, politely request that the dogs are kept in another room or outside whilst you carry out the survey.Point out that it is a health and safety precaution, people will generally understand;If not then explain that you will need to end the survey.
80Scenario 4 You cut yourself when putting up your ladder The owner says they are a qualified first aider and insists on dressing your cut.
81Scenario 4Refuse their help, do not allow anyone else to administer first aidKeep a first aid kit in your surveying equipment
82Would you inspect this cellar? Health & SafetyWould you inspect this cellar?
85AsbestosAsbestos was extensively used as a building material in the UK from the 1950s through to the mid-1980s. It was used for a variety of purposes and was ideal for fireproofing and insulation.Any building built before 2000 can contain asbestos.Asbestos materials in good condition are safe.Only when fibres become airborne are they dangerous, which happens when materials are damaged.When the fibres are inhaled they can cause these serious diseases: mesothelioma, lung cancer and asbestosis
86AsbestosAs a DEA you should be able to identify asbestos for the purposes of your own safety.If you suspect there is unstable asbestos in a property do not go near it or touch it.If it is located in a confined space such as loft or cellar then consider not accessing the area at allShould not be a common problem in most houses, just need to be aware of it
87Asbestos Asbestos can be found in a wide variety of products Asbestos cementAsbestos insulation board
90Further reading Safe surveying! A key text to read is “Surveying Safely” this is available as a free pdf download from the Royal Institution of Chartered Surveyors (www.rics.org), which is focused on the risks associated with property inspectionsComprehensive publications on all aspects of health and safety are also available from the Health and Safety Executive (www.hse.gov.uk)