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Domestic GDA Training – 16. Next Steps1Training Material © Stroma Certification 2013 | Version 1.1 ABBE Level 3 Diploma in Domestic Green Deal Advice 16. Next Steps ① Next Steps Presented by [Name]
Domestic GDA Training – 16. Next Steps2Training Material © Stroma Certification 2013 | Version 1.1 Learning Resources All material delivered during this course, and additional learning resources can be found at the following link: Qualification Information Training Slides Portfolio Documentation Reference Materials Technical Bulletins Green Deal Scheme Updates
Domestic GDA Training – 16. Next Steps3Training Material © Stroma Certification 2013 | Version 1.1 Next Steps As you are aware there is no exam to sit for the Green Deal Qualification. As you have completed the Green Deal Advisors course there are now only two steps left that you must follow : Step 1: Complete the online portfolio consisting of 4 units. Step 2: Complete the witnessed assessment
Domestic GDA Training – 16. Next Steps4Training Material © Stroma Certification 2013 | Version 1.1 Next Steps Step 1 Complete the online portfolio: Unit 1 Provide a signed and completed skills scan Provide an up-to date CV Provide copies of any certificates such as DEA certificate. Answer a list of knowledge and understanding Questions with comprehensive answers. Produce 5 EPCs, One of these EPCs will be provided which you can use for the portfolio and witnessed assessment. The EPCs provided must have reasonable amounts of Green deal Measure Recommendations on them Out of the 5 EPCs provided 3 will be used later in the portfolio.
Domestic GDA Training – 16. Next Steps5Training Material © Stroma Certification 2013 | Version 1.1 Next Steps 5 Note: Where an accredited Domestic Energy Assessor is bringing forward EPCs produced as part of their work as the basis of their evidence for this qualification, these EPCs must: Conform to all age bands & detachments of the property grid shown, and the tenancy: Be produced using RdSAP version 9.91 or later Be less than 12 months old Be based on a property that has not been altered post EPC in any way
Domestic GDA Training – 16. Next Steps6Training Material © Stroma Certification 2013 | Version 1.1 Next Steps Unit 1 continued Produce an initial contact form. Produce the initial letter to the client with a green deal overview. Produce an initial contract letter. Produce a comprehensive pre-inspection questionnaire. Produce a comprehensive method statement.
Domestic GDA Training – 16. Next Steps7Training Material © Stroma Certification 2013 | Version 1.1 Next Steps Unit 2 Produce evidence in the form of a letter from a tenant to the landlord asking for permission for a GDA to be carried out on the property. Produce evidence in the form of a letter from the Landlord to the Tennant granting permission for a GDA to be carried out on the property. Produce evidence in the form of a letter that responds to a question from the customer regarding an issue or concern raised by the customer regarding their visit From the initial 4 property’s selected in section one complete TWO Green Deal occupancy assessments using approved software. From one of the occupancy assessments provide a risk assessment detailing some of the risks associated with this type of assessment.
Domestic GDA Training – 16. Next Steps8Training Material © Stroma Certification 2013 | Version 1.1 Next Steps Unit 3 Produce TWO domestic Green Deal Advice Reports (GDARs) using approved software, based on the data from the occupancy assessments carried out in Unit 2. For one of the GDARs provide a covering letter which should include some of the following detail: Some of the immediate measures that the client could utilise immediately Some of the measures that could be covered from green deal finance. Actions for measures with orange ticks The next step Produce ONE draft Energy Performance Certificate for the property that could potentially qualify for the ECO funding that has been updated to take account of the Green Deal measures installed.
Domestic GDA Training – 16. Next Steps9Training Material © Stroma Certification 2013 | Version 1.1 Next Steps Produce a comprehensive statement that describes the improvement in energy efficiency between the pre- and post-Green Deal EPC. Produce a comprehensive method statement detailing the following: Record keeping The safe storage of records Explains how the Green Deal Advice Report data is safely and securely retained How the Green Deal Advice Report is lodged onto the lodgement system. Produce a statement regarding the auditing requirements for all Green Deal Advisors, this should include the following: The auditing procedure and frequency for both the Occupancy assessment and on site assessment The minimum evidence required for audit The outcome for failing an audit.
Domestic GDA Training – 16. Next Steps10Training Material © Stroma Certification 2013 | Version 1.1 Next Steps Step 2: Carry out a witnessed assessment This will demonstrate their ability to explain the components of the Green Deal Advice report and their implications to the domestic customer. The GDA must cover the following: The Customer’s needs, circumstances, abilities, motivations, capabilities and constraints Their views and motivations on energy and energy reductions Any constraints affecting their ability to engage in energy reduction opportunities or act on advice given The sources of funding relevant to them How to improve the energy usage in their home How to achieve the efficient management of water usage and minimisation of waste; and the reduction, re-use and recycling of waste
Domestic GDA Training – 16. Next Steps11Training Material © Stroma Certification 2013 | Version 1.1 Next Steps Witnessed assessment continued Any health and safety considerations, including installation, use and checking of fire and carbon monoxide detectors. Any queries, issues or concerns expressed by the customer and the responses provided to these. How the advisor confirmed the limitations on advice given. The learner must be able to demonstrate the methods they used to get their message across to a customer either through the discussion being conducted/observed by the assessor or by the learner providing a commentary of the approach they took. Where a learner is not directly observed. The client briefing sheet will form the template for your witness assessment This assessment will be recorded and placed with the assessors feedback onto the One File system
Domestic GDA Training – 16. Next Steps12Training Material © Stroma Certification 2013 | Version 1.1 Witnessed Assessment Booking your Witnessed Assessment: 1.Be sure you are ready and understand what is involved. 2. to advise you are ready and to request a date for the 3.The assessment team will offer you an assessment date by return. 4.Please confirm you are happy with the date you are offered. 5.Please stick to this date and attend the venue for the assessment as advised by the assessment team. (Please note: you may be charged for cancellation of the agreed assessment date). 6.You may bring any equipment/tools, information/documentation and software, that you feel you may need on the day to conduct the task.
Domestic GDA Training – 16. Next Steps13Training Material © Stroma Certification 2013 | Version 1.1 Portfolio Submission To begin your Green Deal Portfolio: Please go to: ( Once you have your logins) OneFile ePortfolio is the online, paperless, assessment system used to submit your portfolio. Any problems with logging in or once logged in: please call the One File team Help desk on
Domestic GDA Training – 16. Next Steps14Training Material © Stroma Certification 2013 | Version 1.1 Telephone: Green Deal Support Portfolio/Technical Support
Domestic GDA Training – 16. Next Steps15Training Material © Stroma Certification 2013 | Version 1.1 Questions?
Domestic GDA Training – 16. Next Steps16Training Material © Stroma Certification 2013 | Version 1.1 Stroma Certification Ltd. 4 Pioneer Way, Castleford, WF10 5QU Web Links Contacts
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