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March 2014 A National Energy Efficiency Program Accredited Assessor Training Course - Lighting 2015.

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Presentation on theme: "March 2014 A National Energy Efficiency Program Accredited Assessor Training Course - Lighting 2015."— Presentation transcript:

1 March 2014 A National Energy Efficiency Program Accredited Assessor Training Course - Lighting 2015

2 Housekeeping Duration Breaks OH&S Evacuation Turn off mobile phones

3 Course coverage 1.About CBD Lighting Assessments 2.Understanding the rules 3.The assessment form 4.Example assessments 5.Assessing your knowledge

4 Topic 1 About CBD Tenancy Lighting Assessment’s

5 The CBD program is the initiative of the Council of Australian Governments (COAG). The program was established under the Building Energy Efficiency Disclosure Act 2010 and is managed by the Australian Government Department of Industry Designed to promote the disclosure of energy efficiency information of large Australian office buildings with an outcome of improving the energy efficiency of these buildings. What is the CBD program

6 Objective of the CBD program To disclose consistent and meaningful energy efficiency information about large office buildings that are for sale or lease to everyone (buyers, sellers and tenants). This information empowers the market with information that encourages energy efficiency improvements. Twin impacts – better price for efficient buildings, and lower greenhouse gas impacts.

7 What is Building Energy Efficiency Certificate Under the Building Energy Efficiency Disclosure (BEED) Act 2010 ─ A Building Energy Efficiency Certificate (BEEC) is required for sale, lease or sub-lease office space of 2,000m² or more. The BEEC is comprised of three parts ─ Part 1 - A base/ whole building NABERS rating ─ Part 2 - A Tenancy Lighting Assessment ─ Part 3 - Energy efficiency guidance for building owners and tenants

8 What is a CBD Tenancy Lighting Assessment? An assessment of the energy efficiency of office lighting systems ─ Lighting power density  “General lighting system” - primarily open plan lighting  Nominal – not the same as BCA Part J6 ─ Control capacity  No judgment on effectiveness Doesn’t assess actual consumption ─ What it can do – not how it is currently used

9 Why have the assessments? Provide information to prospective tenants or owners about the efficiency of the system ─ Effects cost to run of different spaces ─ Effects NABERS Tenancy Energy ratings. Provides guidance to owners / tenants to upgrade inefficient lighting systems Leasa App – assisting tenants to choose energy efficient office space

10 Guiding principles Fair comparison between tenancies Robust and repeatable Cost effective and timely

11 Extract from sample BEEC BEEC – Cover page NABERS Rating Building details Assessor details Lighting Assessment coverage Energy efficiency guidance

12 Extract from sample BEEC BEEC – Part 1 NABERS Energy Star Rating Assessment of building energy performance NABERS Assessor who conducted the rating NABERS Rating scope, area and hours

13 BEEC – Part 2 Assessment of General Lighting System efficiency ─ Power density ─ Control capacity Extract from sample BEEC Note: Base building lighting efficiency covered by NABERS rating

14 Extract from sample BEEC BEEC – Part 3 General energy efficiency guidance This information comes with all BEECs

15 Who can do a Tenancy Lighting Assessment Accredited CBD assessor ─ Check the CBD website Training requirements ─ Must be a fully accredited NABERS assessor ─ Attend this session and pass the accreditation exam ─ Pass the CBD program module (online via CBD website) ─ Register for the CBD assessor portal (instructions provided by CBD team)

16 Processes and procedures Customer ─ Agree fee for services including possible initial site investigation ─ Obtain required information Tenants ─ Negotiate access, ensure all parties are aware that someone will be entering their offices to assess lighting, sometimes you may need to do it after hours Security and OH&S ─ Follow all site and tenant induction and OH&S requirements ─ Have general and site specific safe work methods statements

17 Lighting Assessment process Site inspection Complete the Tenancy Lighting Assessment (TLA) form Submit TLA form to CBD team CBD team auditing the TLA application CBD team issue a TLA assessment number

18 Assessment timing Lodge assessment within 4 months of assessment date (1 st day of site inspection) Up to 15 days to process TLA application Up to 28 days to process a BEEC application Inform clients of processing timeframes No prioritisation

19 Record keeping processes Retain records for seven years Retain primary data from assessment ─ Site photos notes and marked up drawings ─ Leases or contractual agreements used in assessments Summary data only is not acceptable ─ Must be sufficient for an assessor / auditor to repeat accurately the assessment from documentation only All evidence needs to be provided to the CBD administrator upon request

20 Record keeping processes Logical filing of evidence is essential Poor documentation is the primary cause for failing audits Rating form provides guidance on documentation requirements Lighting assessments can be audited up to seven years after the BEEC has been issued

21 Administrative processes Submission requirement ─ 4 months from date of first inspection to submission Validity of assessment ─ Valid for 12 months from certification date Interpretation of rules – CBD administrator Dispute resolution ─ With client ─ With CBD administrator

22 Topic 2 Understanding the rules

23 Functional spaces Break areas to assess into separate functional spaces Separate assessment per functional space Acceptable names for a functional space when part floor is selected: ─ Level 1, West Tenancy ─ Level 10, East Not acceptable part floor functional space name: ─ 10 or ─ Open office ─ Suite 103

24 Functional space area Maximum size is the smaller of: ─ Whole tenancy; or ─ Whole floor Can define functional spaces to be the same as used for the NABERS rating NLA required for the whole functional space ─ NLA to give perspective but not critical ─ Areas already required for NABERS rating so should be available

25 Naming functional spaces - example This is on level 2 of the building Acceptable use names of: ─ Level 2 Suite 1 ─ Level 2 Suite 2 Unacceptable use names of: ─ ─ Open Office ─ Suite 103

26 General lighting system Lighting to illuminate the workstation areas of the tenancy May include “base building” and “fit-out” fittings Not desk-top task lighting Feature lighting is captured under some assessment methodologies Both are part of the general lighting system

27 General lighting system Do not assess the quality of luminaires ─ Poor optics ─ Dirty / old ─ Failed lamps Do not assess the quantity of light ─ Low lux levels ─ Dark areas

28 General lighting system - example Included ─Troffers ─Up lights Excluded ─Exit lights ─Emergency lights Both are part of the general lighting system Exit lights are excluded

29 General lighting system identification Yes No Yes No Yes

30 Group exercise – identify the general lighting system Work in a group, identify the general lighting system from the photos and plans downloaded You have 15 minutes

31 General lighting system exercise 1

32 General lighting system exercise 2

33 General lighting system exercise 3

34 General lighting system exercise 3a

35 General lighting system exercise x600 grid

36 General lighting exercise x600 grid

37 Nominal Lighting Power Density NLPD ─ Applies to general lighting system only ─ Dependent on luminaire power, number of luminaires and area  ─ The possible assessment methods are  Grid based  Aggregate method (contains 3 options ) Typical range 6 – 20 W/m 2 ─ Most buildings in 8 – 15 W/m 2 range

38 Nominal Lighting Power Density Five categories: ─ “Very poor” >18.1W/m² ─ “Poor” W/m² ─ “Median” W/m² ─ “Good” W/m² ─ “Excellent” <7W/m²

39 Identifying luminaires Definition of terms Luminaire naming conventions Counting lamps Determining nominal lamp power

40 Luminaire naming conventions Suggested option ─ XXabb  XX is a luminaire body code (2 or more letters)  a is the number of lamps (single digit number)  bb is the nominal power of each lamp - typically 2 digits but may be 3 or more ─ If you need more information, precede with a plus sign RT236 is a 2x36W recessed troffer RT236 + LVR for louvred diffuser

41 Counting lamps Must physically sight the lamps Diffusers and reflectors can give misleading lamp images Luminaire on the right has a single T8 lamp

42 Determining lamp power Use the nominal lamp power Written on the lamp’s tube or base Where unsafe to inspect use nominal 50W lamp power for halogen downlights

43 Luminaire control gear fundamentals Identifying ballast types Identifying transformer types Determining luminaire power

44 Identifying Ballast Types Using the ballast discriminator T5 – electronic only Looking up lamp model Inspecting lamp connection

45 Identifying Transformer Types Visual inspection ─ Magnetic – larger, heavier ─ Smaller – details written on transformer ─ Use of ballast discriminator is not permitted, too unreliable

46 Total luminaire power NLP = nominal lamp power Standardised figures only – NLP may differ from actual power

47 Total luminaire power Standardised figures only – NLP may differ from actual power

48 Other luminaire cases Voltage reduction devices, dimmers: ─ Assess as if no voltage reduction device or dimmer present T5 adapters ─ Assess as per T5 lamp of same type If still not covered: ─ Directly measure luminaire power or take from nameplate ─ Ensure safe work methods are followed ─ Engage specialist trades person if required

49 Luminaire defaults Where inspection not possible, defaults may be used: ─ Fluorescent: Highest T8 of same length ─ GU10 Halogen downlight: 50W+mag transformer ─ Other halogen/mercury vapour: 250W ─ LED downlight: default figure based on aperture diameter ─ LED retrofit linear: default based on length ─ LED strip: 21W/m These are conservative figures

50 T5 adapters

51 LED fittings

52 Luminaires – Documentation Requirements Photos of each luminaire depicting lamp type, lamp power, number of lamps and control gear AND/OR As installed equipment lists AND/OR Results of individual luminaire power tests

53 X X OK for # lamps Not OK for lamp W

54 X X OK for grid OK for lamp W

55 Group activity– identifying and naming luminaires Identify and name the luminaires shown in each of the photographs provided Try to identify ─Luminaire type ─Lamp power ─Control gear type ─Any additional information needed to work out total luminaire power

56 ANSWER Recessed T5 troffer, Can’t tell the power without checking the lamp label Could be 28W (T5 HE) or 54W (T5 HO) Luminaire identification 1 Dimensions 1.2m x 0.3m T5 lamp

57 ANSWER Recessed T8 troffer, Can’t tell the power without checking the lamp label Must use ballast discriminator to check control gear type Luminaire identification 2

58 ANSWER CFL Downlight 2 lamps Lamp power is 13W Control gear – need to check with ballast discriminator (or look up lamp model – this one is magnetic) Luminaire identification 3

59 Luminaire identification 4 ANSWER Halogen downlight Can’t tell lamp power from photo, could be 20W, 35W or 50W Visual inspection to find control gear type If unsafe to inspect – assume 50W lamp with magnetic transformer

60 Luminaire type evidence Visual inspection of the luminaires Photographs of the system components ─Lamps ─Evidence of ballast/transformer type ─Overall luminaire

61 Luminaires Any questions on luminaire identification?

62 Assessing NLPD Four methods Grid method – works for open plan with regular grid 3 aggregate methods – increasingly flexible methods for sites that are more complex

63 Assessing NLPD

64 When is a Functional Space assessable? A functional space is assessable if: ─It contains >50m² of qualifying office space AND ─Qualifying office space is >15% of area AND ─There is an existing or proposed lighting system for these areas Qualifying office space = space for workstations or desks ─Excludes meeting rooms, reception areas, function rooms, toilets, kitchens, storage and utility, 2-walled corridors

65 Aggregate Method 2 - suitable space Building Core – NO Open plan - OK Cell office - OK Meeting rooms, etc NO Server room – NO Tea room – NO Resource room – NO Corridors – not OK

66 Non-assessable functional space documentation requirements Floor plan or dimensioned mock-up showing qualifying office space <50m² or <15% of functional space area AND/OR Photos showing lack of lighting system AND Site notes identifying lack of proposed system

67 Grid method of assessment Permitted when ─Simple repeating block consisting of up to two luminaires covering open plan area of at least 50% of the space area or 250m², whichever is smaller; AND ─Less than 5% (by wattage) deviation from the repeated block; AND ─Documentation requirements for grid method can be met

68 Grid method of assessment Use for regular arrays Identifying the array Measure the grid spacing ─Need actual measurement of tile size – don’t assume 1.2m 0.6m 4 tiles 2 tiles

69 Grid spacing

70 Grid spacing Look for repeating patterns In this example, assume a 1200x600 grid tile Alternate spacing 2400 and 1800 Average 2400x2100 spacing

71 Grid spacing Staggered array Area per luminaire

72 Grid spacing Another staggered array Do not be confused ─Look for the symmetry

73 Grid Method Documentation Requirements Reflected ceiling plan (Plan/mock up/photo) demonstrating grid; AND Plan/mock up showing that the minimum coverage requirement is met; AND Photos/site notes/drawings showing that non- standard fittings < 5% watts across open plan; AND Photos/site notes identifying qualifying luminaire types in grid

74 Grid Method - suitable space Repeating block: ─>50% functional space area ─>250m² <5% of luminaires in open plan not same as main luminaire

75 Grid Method - unsuitable space Perimeter luminaire>5% by wattage

76 Aggregate Method 1 – Open Space Permitted when ─There is open plan area of at least 50% of the space area or 250m², whichever is smaller; AND ─Documentation requirements for Aggregate Method 1 can be met Use for most irregular or multi luminaire configurations where there is enough open plan

77 Aggregate Method 1 Identify an open plan space that: ─Is either>50% of space area or>250m², whichever is smaller ─Contains all the luminaire types used in the open plan area in a similar proportion to the open plan area as a whole OR, if no such space available ─Use the whole open plan qualifying office space

78 Aggregate Method 1 Prepare drawing of sample space Calculate sample space area better than 5% accuracy Count all luminaires in sample space Enter data into spreadsheet

79 Aggregate Method 1 Documentation Requirements Reflected ceiling plan (Plan/mock up/photo) demonstrating irregularity of layout; AND Plan/mock up showing aggregate method sample space; AND Photos/site notes identifying qualifying luminaire types in grid; AND Site notes count of all luminaires within aggregate method sample space

80 Example: Mix of luminaires Open plan space Two different luminaires No regular spacing Aggregate method 1 suitable provided documentation requirements can be met

81 Aggregate Method 1 - suitable space Sample space: ─Open plan ─>250m² (316m²) ─Representative mix of luminaires

82 Aggregate Method 1 - unsuitable space Includes non- open plan area X

83 Aggregate Method 1 - unsuitable space Does not include representative sample of luminaires X

84 Aggregate Method 1 - unsuitable space Too small ─<250m² 96m²

85 Aggregate Method 2 – Open space + cell offices Permitted when ─There is qualifying office space (open plan + cell offices) of at least 50% of the space area or 250m², whichever is smaller; AND ─Documentation requirements for Aggregate Method 2 can be met Use where there is inadequate open plan for the grid method or aggregate method 1

86 Aggregate Method 2 Identify a qualifying office space made up of open plan and cell offices that: ─Is either>50% of space area or>250m², whichever is smaller ─Contains all the luminaire types used in the open plan area in a similar proportion to the open plan area as a whole OR, if no such space available ─Use the whole qualifying office space

87 Aggregate Method 2 Prepare drawing of sample space Calculate sample space area better than 5% accuracy Count all luminaires in sample space Enter data into spreadsheet

88 Aggregate Method 2 Documentation Requirements Reflected ceiling plan (Plan/mock up/photo) demonstrating irregularity of layout; AND Plan/mock up showing aggregate method sample space; AND Photos/site notes identifying qualifying luminaire types in aggregate method sample space; AND Site notes count of all luminaires within aggregate method sample space

89 Aggregate Method 2 - suitable space Aggregate Method 2 – sample spaces 115m² Open plan space <250m² and <50% - too small for aggregate method 1

90 Aggregate Method 2 - suitable space Aggregate Method 2 – sample spaces 286m² - OK

91 Aggregate Method 2 - suitable space Aggregate Method 2 – sample spaces 386m² - OK

92 Aggregate Method 2 - suitable space Aggregate Method 2 – sample spaces 179m² - too small

93 Aggregate Method 2 - suitable space Aggregate Method 2 – sample spaces 294m² - OK

94 Aggregate Method 3 – Entire Functional Space Permitted when ─Space cannot be assessed under Grid Method, Aggregate Method 1 or Aggregate Method 2; OR ─Space is under 250m² Use for small functional spaces or where the documentation is too poor to meet requirements for the other methods.

95 Aggregate Method 3 Identify area of Functional Space to 5% accuracy Count all luminaires in sample space Enter data into spreadsheet

96 Aggregate Method 3 Documentation Requirements Area of functional space to 5% accuracy Photos/site notes identifying qualifying luminaire types in space; AND Site notes count of all luminaires within functional space

97 Grid and Aggregate Methods exercise 1 How would you assess this space? Tenancy is a single open office area of 240m²

98 Grid and Aggregate Methods exercise 2 How would you assess this space?

99 Grid and aggregate method assessment Any questions on grid or aggregate method assessment?

100 Lighting control assessment Assessed as “control capacity” Assess only the control system’s capacity to deliver outcomes No assumptions on how well it is actually working

101 Lighting controls Control capacity assessed as Good, Moderate or Poor Look at the main control system for the space Two factors to consider ─Switching zone size ─Control strategy

102 Control strategy Three basic control strategies to assess ─Manual ─Time based ─Occupancy based

103 Occupancy sensors Occupancy control ─Luminaires on supervisory control with occupancy sensors available ─Luminaires hardwired to occupancy sensors ─Luminaires with occupancy sensor and timer control

104 Timer Control Timer control ─Luminaire connected to a supervisory control system ─Luminaire controlled by time switch ─Luminaire interlinked to turn off when security alarm set

105 Manual Control Manual control ─Anything which doesn’t meet the requirements of timer or occupancy sensor control Bell press switch is not sufficient evidence of a timer control system

106 Daylight sensors Not included in control grading May be integrated into occupancy sensors

107 Control Type Flow Chart

108 Control Technology Documentation Presence of occupancy control ─Photos/docos for sensors AND ─Drawing/mock up of sensor locations OR count of sensors Presence of supervisory control ─Manuals, photo of interface, controllers, switch type Presence of time switch ─Manuals, photos, drawings Manual Control – no documentation

109 Control Technology Documentation Sketch or commentary reasonably demonstrating coverage of the occupancy/timer system is greater than 50% Can’t document it? ─Then you can’t claim that level of control ─Try the level below

110 Switching zone size Three switching zone sizes to assess ─Up to 100m² ─From 100 to 250m² ─Over 250m² Assessment is based on the largest switching zone in the functional space

111 Control Capacity

112 Control Zone Documentation Lighting control zone area documentation ─Only required for spaces claiming occupancy control ─Marked up scale drawing showing fittings, control zones and area of each control zone Functional space area documentation ─Only required for manual space control spaces under 250m ²

113 Switching size example Sensors marked in red All areas are controlled by the occupancy sensors Ceiling tile is 1.2m x 0.4m

114 Switching size example Case 1 – motion on any sensor turns all the lights on Switching zone size is >250m 2 Control capacity is “moderate”

115 Switching size example Case 2 – motion sensors control local area only Largest switching zone size is <100m 2 Control capacity = “good”

116 Effect of switching zone size Small switching zone (50m²) Large switching zone (2,000m²)

117 Control Capacity Any questions on control capacity identification?

118 Proposed systems Lighting system is to be upgraded within 3 months of the assessment date Assessments cover both NLPD and control capacity Must assess the existing system too ─Proposed systems are not a substitute for an existing system assessment Proposed system assessments are optional

119 Assessment of proposed system May arise from contractual commitment to upgrade lighting system ─Owner proposed lighting upgrade ─Make good provision Must be contracted with an agreed completion date within 3 months of assessment date Contract must be sighted by assessor ─Retain copy of contract or relevant pages as evidence

120 Assessment of proposed system Must be fully documented ─Luminaire selections complete ─Control strategy clearly set out ─Control equipment selected Assess existing and proposed

121 Difficult Buildings Exemptions for Buildings Denial of access or information to complete ratings Non-assessable spaces for the TLA component

122 Exemptions from Disclosure Obligations A building may apply for an exemption if: ─It is used for police or security operations; or ─It can’t be assessed due to the characteristics of the building or area of the building. Submission of exemption application does not allow marketing or negotiation of the property until the exemption is granted.

123 Exemption - Process Police or security operations ─Gather details on the nature of operations within the building ─Seek exemption from the Department of Industry under BEED Act Clause 17 (3) (a) ─Note: Security is generally interpreted as being national as opposed to corporate or commercial security Provide detailed reasons in the application form why exemption is required. Exemptions are provided at the discretion of the Department.

124 Exemption - Process Non assessable Building ─Gather detailed evidence demonstrating why building is not assessable, e.g.  Detailed reasons why rating can’t be completed  Any statement from NABERS indicating a rating can’t be provided ─Seek exemption from Department of Industry under clause 17(3)(b) ─Record details on application form specifically identifying reasons why building is not assessable

125 Access Denial - Process If a tenant/owner refuses access or information ─Assessors can require information or access be provided by owners or tenants (lessees) if it is necessary for an assessment.  The Department provides templates for requests ─If an owner or lessee still refuses access or information after a request, they must apply for an exemption under clause 18(7).  If access or information is refused without an exemption, this is a breach of a civil penalty provision. Penalties apply.  Exemptions granted under 18(7) may support claims of inability to conduct an assessment under clause 17(3)(b);

126 Where a functional space does not allow a TLA Assessment An assessment may not be possible because space is: ─Under refurbishment  No lighting system in place; or  Lighting system is incomplete (luminaires missing) ─Non office fit-out  Extensively fitted out with small cellular offices, meeting rooms or conference rooms

127 Where a space does not qualify for an exemption Assessor needs to include the space in the assessment form Mark the space as not assessable on the FS tab Provide a reason why the space was not assessable ─Include a reference to the clause in the rules used to determine the space as not assessable

128 Difficult Buildings Any questions on exemptions, non-assessable spaces or denial of access?

129 Topic 3 The Online TLA Assessment Form and Single BEEC Application process

130 The Online Assessment Form Online form Contains all information used in assessments Submit assessments through Portal Can pre-fill and save parts before going to site Downloadable PDF Summaries

131 The Single step BEEC Application- Complete whole BEEC process in one application, TLA and NABERS combined. Tracking of applications. Increased validations to minimise returns for incorrect data. CBD Assessor Portal User Manual.

132 The Online TLA Component Building Overview Luminaires Functional Spaces Individual area assessment details Summary

133 Typical assessment workflow Site information Owner details Assessor details Areas to be assessed All functional spaces Space sizes Luminaires used Lamp types Lamp power Number of lamps Functional space assessments NLPD Controls Proposed systems

134 Site information Building owner details Site contact details Assessor details Rules and assessment form versions Other comments and/or assumptions

135 Luminaires All luminaires used in assessment Can’t modify luminaire names ─Delete and recreate if necessary Add luminaires via button click Delete luminaires via button click only ─Can’t delete if in use

136 Functional spaces Data entered to automatically generate description for BEEC Add new/delete unused spaces via button click Quickly navigate to space forms

137 Functional space details NLPD Control capacity Performance comments Proposed systems

138 Grid based method Block info ─Luminaire type, ─Quantity ─X Spacing (must be in metres) ─Y Spacing (must be in metres) ─Non-standard luminaires ─Standard luminaires

139 Aggregate method Count and type of all luminaires ─Each luminaire type needs a new line in the table Total size of aggregate area (m²)

140 Control capacity Start with control system type Boxes requiring information will become visible Automatically grades controls based on inputs

141 Evidence Describe documentation gathered for functional space All evidence fields that are present must be completed

142 Proposed system Details recorded on the functional spaces page Click on “Add / remove proposed system”

143 Proposed system Assess NLPD and control capacity No performance comments

144 Summary tab Review the information Automated data completion check Automatic submission to CBD administrator Two downloadable summaries, one with all the data entered and a second to check that the main details are correct which will appear on the final BEEC.

145 Topic 4 Next Steps and Further Information

146 Next steps Complete on-line CBD training module Successfully complete the examination ─Exam will be sent to you within two weeks Apply for accreditation within 6 months ─$375 fee Any questions?

147 Further information Disclaimer This presentation is intended to provide a summary about the Commercial Building Disclosure Program. The Program may be subject to change without notice. Readers should not act on the basis of the information provided in this presentation but should instead obtain legal advice. Readers wanting further information may refer to the Program’s website. While reasonable efforts have been made to ensure that the contents of this presentation are factually correct, the Australian Government does not accept responsibility for the accuracy or completeness of the contents, and shall not be liable for any loss or damage that may be occasioned directly or indirectly through the use of, or reliance on, this presentation. Tel


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