Chris Broadbent - PowerPoint Presentation

Slide1

Chris Broadbent

BRE CPD PPSSlide2

2Slide3

Have a look at the BRE website for 90

th

Anniversary features including the interesting facts selector… Slide4

Plan for this session…

Green Deal, the story so far

A brief up-date on new features and schemes…

EPC Update 2011Slide5

The Green Deal…… the story so far

Health Warning, all is still being developed and there is scope for change, this presentation gives the position on 10

th

May 2011 Slide6

Where it all started….. Grant Shapps

at BRE in 2009Slide7

What he said…

Imagine if you could walk into your favourite store, buy some clothes or do your

weekly shop...and then at the checkout, as you hand over your

Clubcard; thecashier offers you the prospect of permanently lower utility bills.

There's nothing to pay, now or even later.

Your home will be retrofitted and all you'll notice is that it costs you less to heat

and power it.

Now, unless you literally enjoy burning money, you're

gonna

love the Green

Deal…all you'll see is lower bills... with zero upfront cost.

Grant

Shapps

: We will green up to 25 million

homes:Thursday

26

th

November 2009 at BRESlide8

Progress to date…

14 March 2011: Call for evidence launched

February 2011: The Green Deal proposal has passed through House of Lords Committee.

December 2010: Marland / Stunnell consultation8 December 2010: Energy Bill introduced to Parliament.

December 2010: First meetings of Industry stakeholder forums

2 November 2010: Chris

Huhne

, announces measures to improve the energy efficiency of the private rented sector with Green Deal.

21 September 2010: Chris

Huhne

announces that “were all 26 million households to take up the Green Deal over the next 20 years, employment in the sector would rise from its current level of 27,000 to something approaching 250,000”  

25 May 2010: The Queen’s speech announced the “Implementation of a “Green deal” to deliver energy efficiency to homes and business.

20 May 2010: Coalition commitment stated the Government’s intention that “through our ‘Green Deal’, we will encourage home energy efficiency improvements paid for by savings from energy bills. Slide9

So what is the Green Deal?

Access to finance

No upfront cost

Pay as you save – the Golden RuleRepayment via energy billCharge linked to property meter, not the occupant

A route to market for improvement measures

Enabling commercial market

Applicable to dwellings and non-dwellings, owners and renters

Subject to legislation

Energy Bill

Focus on consumer protection

Possibility of mandatory standards for private rented dwellingsSlide10

It is not…

A grant scheme

Measures must pay for themselves on commercial terms

Based on energy savings, not FIT or RHI incentivesMarket-based interest ratesConsumers are making a spending decision

Green Deal charge potentially affects future owners / occupiers

But does need to work with ECO

Energy Company Obligation is the new CERT

ECO for vulnerable and low income households

Priority may be improved comfort rather than lower bills

Possibility of ECO support for able to paySlide11

Who are the players…

Policy: DECC

Green Deal Providers

High Street retailers offering this to the homeownerIndividual service providersGreen Deal Advisors

Qualified and accredited

Impartial, Robust, Portable advice

Installers

Accredited

Accreditation Schemes

Product manufacturers

CustomersSlide12

Green Deal Industry Stakeholder forums

Green Deal Installer Accreditation and Qualification

Green Deal Advice Qualification and Accreditation*

Non-dwellings*Tools and methodology*Design of report

Training and Qualification*

Standards and accreditation*

Remote advice

Capacity and Innovation*

Maximising Energy Efficiency in Buildings

*

BRE group member, either as BRE or BRE attendee through PEPA (see over)

12Slide13

Property and Energy Professionals Association (PEPA)

Opportunities for members of PEPA schemes

Close dialogue with Government

ComplianceScheme operating requirementsQualityPromoting EPCs

Is your scheme working for you through PEPA membership?

13Slide14

Green Deal – Seamless Customer Journey

Marketing of Green Deal

Via: web

tool, advisors, retailers, network

of installers (SMEs

)

Initial

Survey

Assessment

of property to determine Asset Rating (

EPC) and the Green Deal Advice based on operational and behavioural data.

Generation

of “Green Deal Report”

Green

Deal Finance

Finance Plan to be generated for consumer (must meet “golden rule”)

Green

Deal Retro-fit Installation

Installation of

certificated products

recommended in initial assessment /

survey by accredited installers

Post

installation survey

Following installation a second survey (EPC) is undertaken to produce post installation Asset Rating

Maintain

relationship with customer

Monitoring of future energy consumption through a web-based tool providing feedback to Green Dea

l

provider

Loyalty feedback loop - driving repeat business through rewards system

Technical feedback loop – uploads results into refurbishment portal

BRE Group expertise able to deliver all aspects of the Green DealSlide15

Green Deal Advice and Advisors

15

Impartial

Robust

Portable

Qualified/ Accredited

Fabric

Based on EPC

Can shop around

Fit for purpose

Behavioural /Occupancy

Improved methodology

Market offers

Quality qualification

Trusted

Consumer redress

Standard process and

format

Improved NOS

May be tied

Common

assumptions

Stronger soft skills

Independent

Same

standard of assessor

More knowledgeSlide16

Green Deal process/journey – Advisor role

Visits

building

Assessment lodged

Assessor collects initial information to determine whether specialist assessor needed

Assessment of fabric of property

Considers actual energy use, occupancy patterns

Discusses outcomes of report and likely suitability for Green Deal and how to find out more

Provides advice on other issues e.g. leaflet on water efficiency

Produces report (EPC) with prediction of likely green deal-able measures

Produces report with adjusted assessment of likely green deal suitability

Visits

building – if completed at same time as impartial assessment

*

Adjusts outputs from [EPC] to reflect actual product information

Offers a specific deal to the householder on behalf of provider [allows cooling off]

Draft contract info given to householder/ business

Green Deal entered into

Follow up

Acting for GD Provider

Impartial assessment

* Green Deal providers will provide quotes ‘remotely’ based on the impartial Green Deal Advice Report, if not provided during visitSlide17

How are all the stages accredited?

Energy Assessor

Accreditation

Green Deal Advisor

Accreditation

Green Deal Provider

Code of Conduct

EPC issued

after

installation of measuresSlide18

Green Deal and the EPC:

Marland

Stunnell reviewThe EPCEPC must be clearer, more engaging, informative and relevant to consumer

Green Deal requires EPC more tailored to the property

Clearer behavioural advice needed

Validity too long

Must disclose presence of Green Deal charges

Identify measures eligible for Green Deal

Improved online advisor tool

Green Deal advice report with details of:

Occupancy

Energy use

Behavioural issues

Advice Slide19

Green Deal and EPC: Marland

Stunnell

review (2)EPC AssessmentsConcerns about accuracy and consistency of EPC Importance of improved skills and quality of EPC assessors

Quality of training

Variability between accreditation schemes

Oversupply driving down fees and quality

Need to refine methodology

Concerns about ability to evaluate potential recommendations

Significant improvements planned for EPC

Methodology must accommodate a wider range of measures

Identification of measures during assessment and include

Ability to assess the impact if not already installed

Up-

skilling

required for existing assessors

Qualifications to offer Green Deal AdviceSlide20

Qualification for Green Deal Advice

Up-skill and re-accredit

DEAs

Increase in required technical knowledgeRecognition of energy saving measuresUnderstand issues regarding installationRenewable energy and micro-generation

Increased complexity of survey methodology and more data to collect

Increased potential for mistakes – greater associated liability

Training delivery by schemes?

Centralised exam?

Timescales very tight

Green Deal Advisors

New NOS in preparation

National qualification route based on NOS?

QA by

Ofqual

and Awarding Bodies

Concern about assessment variability and cost

Importance of high quality training and control

20Slide21

Green Deal managing organisation

Approved

Certification Bodies

[accredited by UKAS to EN 45011 and Scheme Standard]

Organisation providing Green Deal Advisor services

Certification schemes ensure organisations meet Green Deal requirements for delivering service provided by Green Deal Advisors

Competition for right to administer the register of Advisors in a competitive bidding process every x years.

UKAS

Scheme Standard

DECC

[scheme owner]

Self-funding through certification fees

Organisation providing Green Deal Advisor services

Organisation providing Green Deal Advisor services

Organisation providing Green Deal Advisor services

Qualified Green Deal Advisor

Qualified Green Deal Advisor

Consumer assurance code

Accreditation: Proposed Model for Third Party Assurance &

Oversight of Green Deal Advice Slide22

Countdown to the first Green Deal

September 2011 – Green Deal consultation

Deadline for methodology and software specifications

January 2012 – Energy assessors upskillingDeadline for training and re-accreditation to begin

Deadline to begin EPC software and Landmark register developments

April 2012 – Improved EPC goes live

Existing energy assessors re-accredited

Qualification for new energy assessors defined

New Green Deal Advisor qualifications defined

October 2012 – Green Deal goes live

Green Deal Advisors qualified and accreditedSlide23

The Challenge…

Green Deal is for dwellings and non-dwellings, the latter will come later

Green Deal is a financial product with associated risk and liability

The scope remains subject to changeInvolves a co-ordinated delivery by Providers, installers, energy companies and financeGreen Deal will be market driven, it must have:

Consumer confidence

Consumer take up

Market promotion

Green Deal success and the size of the market will depend on this!Slide24

More information…

http://www.decc.gov.uk/

24

The Green Deal: A summary of the Governments Proposals

The Green Deal: Energy savings for homes and businessesSlide25

Green Deal… one we prepared earlier!

The BRE Victorian Terrace demonstrates the technologies likely under Green Deal and will shortly be open for viewing.

25Slide26

A brief up-date on new features and schemes…

10

th

May 2011Andy Butterfield

Associate Director – BRE GlobalSlide27

A brief up-date on new features and schemes…

Green Deal

– the scheme structure

BRE EPBD Compliance HubGreen Book Live – updateNew schemes being launched:

Construction Lean Certification Scheme (CLCS)

Accredited Construction Details (ACD)

Passivhaus Certification Scheme

Insite

2011:

The Victorian Terrace - National Refurbishment Centre

Prince of Wales Foundation – The Natural House

Slide28

Green Deal Advisor scheme structure

We have been working closely with DECC on task group 5 to ensure Green Deal Advisor scheme meets industry needs

Final certification model has been agreed by task group on 6

th May

Proposal for new scheme to be UKAS accredited

Our job is to ensure that assessors are well placed through membership with BRE to capitalise on Green Deal opportunities

Watch out for regular up-dates on Green Deal development in BRE members area and on Linked In “Assessor Network”Slide29

Introducing “BRE EPBD Compliance hub”

BRE

has been working closely with Trading Standards to ensure that poor levels of compliance are addressed

In partnership with Paul Taylor (East Sussex Trading Standards Officer) we have been developing the BRE EPBD compliance hub

Apologies Paul could not join us today…Slide30

Objectives of the BRE EPBD compliance hub…

To ensure that new regulation changes are up-held, raising levels of compliance

To promote closer working relationships between the BRE scheme and other regional Trading Standards

To make the enforcement process easier for Trading Standards bodies by helping to promote best practise

To provide Trading Standards with direct access to all BRE scheme members through the hub, Linked In Assessor Network and Green Book Live

To help provide additional opportunities for work for all BRE scheme membersSlide31

BRE EPBD compliance hub:

Guidance documents for TSOs – regulatory

requirementsDCLG guides

Templates

for TSOs, enforcement letters, penalty notices…

helping to make enforcement easier for TSOs

Direct link to all BRE Energy Assessors using Green Book Live

Post a job opportunity folder for up-load

of details for EPCs

, DECs and ACRS required helping to create work for BRE membersSlide32

GreenBookLive

– www.greenbooklive.com

Search for approved environmental products and servicesOnline listing of approved Energy AssessorsSearchable by name, postcode, speciality and region

The definitive listing for approved Assessors!

www.greenbooklive.comSlide33

GreenBookLive

– www.greenbooklive.com

Also lists licensed BREEAM assessors, microgeneration products and installers and more…Allows you to check the validity of approved products and services

Sign-up for regular updates

Around 25,000 visits each month

Promoted via events, exhibitions and

e

-mailing to specifiers and end users via BRE networks

www.greenbooklive.comSlide34

New BRE Schemes:

Construction Lean Certification Scheme (CLCS)

The aim of the CLCS Accreditation Scheme is:

To raise standards across the whole construction industry supply chain

To give organisations confidence in the level of competence of the individuals who are, or wish to, practice in the field of Lean Improvement

To help provide a framework for Lean Practitioners by demonstrating to clients and potential clients of their on-going experience, qualification and ability to continue to meet industry changes and requirements

BS EN ISO 17024 compliant scheme

Further launch event being planned for

Insite

2011Slide35

New BRE Schemes:

Construction Lean Certification Scheme (CLCS)

BRE owns and manages the Construction Lean Improvement Programme (CLIP)

CLIP was launched in 2003 by the former DTI, has worked with over 200 companies and trained a wide range of practitioners

8 years of CLIP experience has fed into the CLCS to build firm foundation

Scheme officially announced

on 9

th

May at Dept Business Innovation and Skills (BIS)Slide36

New BRE Schemes – Accredited Construction Details (ACD)

As more stringent government legislation and energy awareness lead to increased insulation levels in the fabric of buildings, heat losses due to thermal bridging at junctions between the plane building elements has become increasingly important.

This is reflected in the current Approved Documents L 2010 where, with regard to junction details, the regulation requires that the details either –

a) conform with Accredited Construction Details in which case the appropriate Ψ‑value can be used directly in, for example SAP calculations.

or

b) where this is not the case, have their Ψ-value increased by 0.02 W/

m·K

or 25%, whichever is greater, before being used

36Slide37

New BRE Schemes – Accredited Construction Details (ACD)

DCLG intend there should be Accredited Construction Detail (ACD) schemes, which will accredit and host bespoke ACD details for use by the industry

BRE are developing an ACD Scheme

which

will

be approved and begin accrediting and hosting details by end of 2011

In conjunction with ACD schemes, Accredited Thermal Modeller schemes (ATM) are designed to accredit individuals who have appropriate expertise and experience required to follow guidance given in BR497. BRE are developing such a scheme which is expected to be in place by autumn 2011.

BRE are currently providing Thermal Modelling Training courses and assessment, successful candidates will receive the BRE/BTEC Thermal Modelling qualification

.

For details on training visit:

http://www.bre.co.uk/eventdetails.jsp?id=4961

37Slide38

New BRE Schemes - Passivhaus Certification Scheme

Passivhaus is a design principle whereby heating demand is reduced to a point where the necessary heat can be supplied by fresh incoming air this requires;

excellent levels of fabric insulation

triple glazing

thermally bridge free construction

extremely good levels of air tightness

efficient heat recovery ventilation system

38Slide39

New BRE Schemes - Passivhaus Certification Scheme

BRE Ltd is registered with Passivhaus

Institut

, Darmstadt to issue Passivhaus certificates for all types of buildings including dwellings, offices, schools and industrial buildingsThe certification scheme will provide third party assessment of Passivhaus certificates issued by Certified European Passivhaus Designers (CEPH)

Suitable candidates for the scheme include; Architects, Low Carbon and Energy Consultants, SAP and CSH assessors, Building Services Engineers

BRE scheme to be launched summer

2011

BRE is currently running training courses for Certified European

Passivhaus

designers, for details please visit:

http://www.bre.co.uk/eventdetails.jsp?id=4176

39Slide40

New Projects to see at BRE…

HRH Prince of Wales Foundation – “The Natural House”

40Slide41

New Projects to see at BRE…

Natural

materials - the solid walls of the house are made from strong, lightweight clay blocks that have high levels of thermal insulation, but lower embodied energy than conventional bricks. The roof tiles are clay and floors and windows made from FSC certified timber.

Ease of manufacture

- the simple construction minimises the need for specialist training and maximises the speed of construction

Versatility and adaptability

-

the house can be constructed in a range of architectural forms including paired dwellings, squares and terraces. It can be subdivided to form a family home, maisonette or smaller flat.

41

HRH Prince of Wales Foundation – “The Natural House”Slide42

New Projects to see at BRE…

The Victorian Terrace “The National Refurbishment Centre”

42Slide43

New Projects to see at BRE…

The Victorian Terrace “The National Refurbishment Centre”

43

The project has involved the transformation of a Victorian building with an Energy Performance Certificate rating of F, into a row of Victorian terraced dwellings that are B rated.

It represents a significant collaboration between BRE, Government and over fifty industry partners including energy suppliers, major retailers, products manufacturers and contractors who have worked together for collective benefit.Slide44

Bringing the innovations of the future to the buildings of the past

4 - 5 October 2011

- BRE, Watford  Full details will be available shortly.  To receive further information: events@bre.co.uk

For more information:

BRE Events:

events@bre.co.uk

01923 664800

44Slide45

EPC Update 2011

10

th

May 2011Peter Ward

MRICS

BRE Scheme AuditorSlide46

EPC Update 2011

RdSAP EPC changes for 2011

SAP 2009

 RdSAP 2009

Non-domestic EPC changes for 2011

NCM 2010Slide47

RdSAP 2011 – Driven by Building Regulations

SAP 2009 and Building Regulations 2010

EPC software update:

17th April 2011

CPD required for all DEAs

Revisions to:

All RdSAP software

BRE RdSAP Manual

Appendix A & Appendix S

RdSAP Conventions and Addenda

©

BRE

2011Slide48

RdSAP updates for 2011

SAP 2009, March 2011

SAP 2009 version 9.90, dated Oct. 2010

Incorporating Appendix S

Incorporating Appendix A

RdSAP Conventions v4

RdSAP Addenda v3.1

http://www.bre.co.uk/sap2009/

Major annual revision

Next due April 2012 (Green Deal)

©

BRE

2011Slide49

RdSAP 2009 – Changes to data collection

Position of flat in block of flats

Allow up to 4 extensions

(max. of 3 wall types to be shown on EPC)

Vertical extensions and identifying links between building parts

Insulation of old timber frame walls

Roof insulation (retrofit)

Additional heating systems (from those in the SAP list)

Heating control options for community heating

Additional database items

Two main heating systems

Additional fuels

Fan flue

No heating system present

Space cooling

Existing PV installation

©

BRE

2011Slide50

Identification of parts of a dwelling

A dwelling can be entered into the software as a whole or in parts

previously in vertical sections only.

RdSAP 2009 now allows you to subdivide the dwelling into both vertical and horizontal parts

Every part is individually assessed to determine the space immediately above and below – as previously only entered for flats/maisonettes.

©

BRE

2011Slide51

Identification of parts of a dwelling

The highest level is assessed as having:

pitched roof (slates or tiles), access to loft

pitched roof (slates or tiles), no access

pitched roof (thatch)

flat roof

same dwelling above

another dwelling above

The floor of the lowest level is assessed as being or having:

ground floor

above partially/intermittently heated space (commercial premises)

above unheated space

to external air

same dwelling below

another dwelling below

©

BRE

2011Slide52

Identification of parts of a dwelling

©

BRE

2011

Commercial

Main

Main

Main

MainSlide53

Identification of parts of a dwelling

©

BRE

2011

Commercial

Garages

Ext. 1

Main

Main

MainSlide54

Identification of parts of a dwelling

©

BRE

2011

Commercial

Garages

Ext. 2

Main?

Main

Main

Ext. 1Slide55

Identification of parts of a dwelling

©

BRE

2011

Commercial

Garages

Ext. 3

Main

Main

Ext. 2

Ext. 1Slide56

RdSAP Convention 2.21

Dwelling adjacent to commercial premises

If a dwelling or part of a dwelling has commercial premises below record as partially heated space below.

If a dwelling or part of a dwelling has commercial premises above record as another dwelling above.

If a dwelling has commercial premises alongside it, treat as non-heat loss wall.

©

BRE

2011Slide57

RdSAP Convention 9.05

Photovoltaics

(PV)

If photovoltaics

are present, look for the schematic which is usually adjacent to the electricity meter. The schematic should state the peak power (

kWp

) of the PV array.

Record the following:

kWp

;

estimate of

pitch

of the PVs (horizontal, 30°, 45°, 60°, vertical);

if in doubt select 30°;

if not horizontal, the

orientation

of the PVs (N, NE, E, SE, S, SW,W, NW);

overshading

of PVs (very little, modest, significant or heavy);

if in doubt select modest.

If the

kWp

cannot be ascertained, record the percentage of the total roof area occupied by PVs. Here total roof area includes main dwelling and all extensions where present.

©

BRE

2011Slide58

The EPC – Existing dwellings (9.90) – April 2011

Page 1

Page 3

Page 4Slide59

RdSAP changes for Green Deal 2012

Amend

RdSAP

so all possible recommendations are included on EPC even if no change to EPC rating

Amend

RdSAP

to take account of regional weather data

Provide pay back times for different measures

Include information about

Green Deal

and where householders find out more

Provide information about any

Green Deal

finance attached to property

Introduce subdivisions within bands

A-G

of energy efficiency rating

Indicate all measures that could be paid for through

Green Deal

Quantify how much carbon losses translate to e.g. would need to plant XX trees to offset every tonne of CO

2

emitted and put this information under the CO

2

graph

Amend

RdSAP

to take account of domestic appliances

Develop

RdSAP

to include more renewable options and whether PV,

biofuel

, external insulation, community schemes etc. are suitable for property.

Reduce the number of default values during

RdSAP

assessment (e.g. assumed level of insulation)

Include facility for recommending top-up measures where some already installed, e.g. loft insulation top up not recommended if already 150mm when adding more could make a big difference.

FITs and RHI not adequately represented on the EPC. Cost effectiveness needs to be emphasised and taken account of in recommended measures

Amend

RdSAP

to include building orientation to capture impact of solar gains on heat demand

Include energy efficiency measures in the heat load assessment to ensure people don't waste energy to gain money. Slide60

Non-domestic EPC changes 2011

NCM 2010 changes affect all tools

iSBEM changes seen by the user

Revised building types in geometry drop-downs

New parameters to be entered in geometry

Wall length, roof pitch, number of storeys

Changes in the calculations inside SBEM

New calculation methodologies for

lighting

auxiliary energy

Heating and cooling intermittency calculations improved

Modification of default psi values for thermal bridgesSlide61

NCM website: iSBEM downloads

www.2010ncm.bre.co.uk

Mandatory

iSBEM v4.1.c

iSBEM User manual

Installation instructions

Optional

NCM Modelling Guide 2010

NCM Databases

Activity database

SBEM Technical Manual

©

BRE

2011Slide62

Non-domestic EPC changes 2011

New activity database

Building types revised in terms of planning uses

Number of options rationalised

Revised specifications for 2010 notional building

Depends on building type

TER now based directly on notional building (no improvement factor)

Revised CO

2

emission factorsSlide63

TCP Use Classes Order

The following classes of use for England are set out in the Town and Country Planning (Use Classes) Order 1987 and its subsequent amendments. 

www.planningportal.gov.uk/permission/commonprojects/changeofuse

Retail

Office, Industrial & Warehousing

Residential

Institutional buildings

Sui Generis (others)

©

BRE

2011Slide64

SBEM Buildings Types (v4.1.c) – NCM 2010

©

BRE

2011

A1/A2

Retail and Financial/Professional services

A3/A4/A5

Restaurant & Cafes/Drinking Establishments and Hot

Food takeaways

B1

Offices and Workshop businesses

B2 to B7

General Industrial and Special Industrial Groups

B8

Storage or Distribution

C1

Hotels

C2

Residential Institutions - Hospitals and Care Homes

C2

Residential Institutions - Residential schools

C2

Residential Institutions - Universities and colleges

C2A

Secure Residential Institutions

(e.g. a prison, military barracks)

D1

Non-residential Institutions - Community/Day Centre

D1

Non-residential Institutions - Crown and County

Courts (law courts)

D1

Non-residential Institutions - Education

D1

Non-residential Institutions - Libraries Museums and Galleries

D1

Non-residential Institutions - Primary Health Care Building

D2

General Assembly and Leisure

,

plus

Night Clubs

and

Theatres

Others -

Car Parks 24 hrs

O

thers - Emergency services

Others - Miscellaneous 24hr activitiesOthers - Passenger terminals

Others - Stand alone utility block

Others - Telephone exchangesResidential spaces (not dwellings)Slide65

©

BRE

2011

More information provided via …Slide66

RdSAP Conventions v4.0

http://www.bre.co.uk/accreditation/page.jsp?id=2016

SAP Conventions v2.0

http://www.bre.co.uk/accreditation/page.jsp?id=2296

BRE SAP 2009

http://www.bre.co.uk/sap2009/page.jsp?id=1642

Non-domestic Conventions v2.0

http://www.bre.co.uk/accreditation/page.jsp?id=2243

Latest Conventions: web-linksSlide67