BRE CPD PPS

1. BRE CPD PPS Chris Broadbent

3. Have a look at the BRE website for 90th Anniversary features including the interesting facts selector…

4. Plan for this session… Green Deal, the story so far A brief up-date on new features and schemes… EPC Update 2011

5. The Green Deal…… the story so farHealth Warning, all is still being developed and there is scope for change, this presentation gives the position on 10th May 2011

6. Where it all started….. Grant Shapps at BRE in 2009

7. 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; the cashier 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 26th November 2009 at BRE

8. 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 consultation • 8 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.

9. So what is the Green Deal? • Access to finance • No upfront cost • Pay as you save – the Golden Rule • Repayment via energy bill • Charge 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 dwellings

10. It is not… • A grant scheme • Measures must pay for themselves on commercial terms • Based on energy savings, not FIT or RHI incentives • Market-based interest rates • Consumers 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 pay

11. Who are the players… • Policy: DECC • Green Deal Providers • High Street retailers offering this to the homeowner • Individual service providers • Green Deal Advisors • Qualified and accredited • Impartial, Robust, Portable advice • Installers • Accredited • Accreditation Schemes • Product manufacturers • Customers

12. 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)

13. Property and Energy Professionals Association (PEPA) • Opportunities for members of PEPA schemes • Close dialogue with Government • Compliance • Scheme operating requirements • Quality • Promoting EPCs • Is your scheme working for you through PEPA membership?

14. Green Deal – Seamless Customer Journey Technical feedback loop – uploads results into refurbishment portal 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 Deal provider Loyalty feedback loop - driving repeat business through rewards system BRE Group expertise able to deliver all aspects of the Green Deal

15. Green Deal Advice and Advisors

16. Green Deal process/journey – Advisor role Acting for GD Provider Impartial assessment Assessor collects initial information to determine whether specialist assessor needed Visits building Visits building – if completed at same time as impartial assessment* 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 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 Produces report (EPC) with prediction of likely green deal-able measures Produces report with adjusted assessment of likely green deal suitability Green Deal entered into Assessment lodged Follow up * Green Deal providers will provide quotes ‘remotely’ based on the impartial Green Deal Advice Report, if not provided during visit

17. How are all the stages accredited? Green Deal Advisor Accreditation Energy Assessor Accreditation Green Deal ProviderCode of Conduct EPC issued after installation of measures

18. Green Deal and the EPC: MarlandStunnell review • The EPC • EPC 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

19. Green Deal and EPC: MarlandStunnell review (2) • EPC Assessments • Concerns 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 Advice

20. Qualification for Green Deal Advice • Up-skill and re-accredit DEAs • Increase in required technical knowledge • Recognition of energy saving measures • Understand issues regarding installation • Renewable 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

21. DECC [scheme owner] Accreditation: Proposed Model for Third Party Assurance & Oversight of Green Deal Advice Consumer assurance code UKAS Competition for right to administer the register of Advisors in a competitive bidding process every x years. Scheme Standard Green Deal managing organisation Approved Certification Bodies [accredited by UKAS to EN 45011 and Scheme Standard] Certification schemes ensure organisations meet Green Deal requirements for delivering service provided by Green Deal Advisors Self-funding through certification fees Organisation providing Green Deal Advisor services 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

22. Countdown to the first Green Deal • September 2011 – Green Deal consultation • Deadline for methodology and software specifications • January 2012 – Energy assessors upskilling • Deadline 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 accredited

23. 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 change • Involves a co-ordinated delivery by Providers, installers, energy companies and finance • Green 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!

24. More information… http://www.decc.gov.uk/ The Green Deal: A summary of the Governments Proposals The Green Deal: Energy savings for homes and businesses

25. Green Deal… one we prepared earlier!The BRE Victorian Terrace demonstrates the technologies likely under Green Deal and will shortly be open for viewing.

26. A brief up-date on new features and schemes… 10th May 2011 Andy Butterfield Associate Director – BRE Global

27. A brief up-date on new features and schemes… • Green Deal – the scheme structure • BRE EPBD Compliance Hub • Green Book Live – update • New 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

28. 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 6th 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”

29. 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…

30. 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 members

31. BRE EPBD compliance hub: Direct link to all BRE Energy Assessors using Green Book Live Guidance documents for TSOs – regulatory requirementsDCLG guides Post a job opportunity folder for up-load of details for EPCs, DECs and ACRS required helping to create work for BRE members Templates for TSOs, enforcement letters, penalty notices… helping to make enforcement easier for TSOs

32. GreenBookLive– www.greenbooklive.com • Search for approved environmental products and services • Online listing of approved Energy Assessors • Searchable by name, postcode, speciality and region • The definitive listing for approved Assessors! www.greenbooklive.com

33. 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.com

34. 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 2011

35. 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 9th May at Dept Business Innovation and Skills (BIS)

36. 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

37. 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

38. 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

39. 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 buildings • The 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

40. New Projects to see at BRE… HRH Prince of Wales Foundation – “The Natural House”

41. HRH Prince of Wales Foundation – “The Natural House” New Projects to see at BRE… • Naturalmaterials - 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.

42. New Projects to see at BRE… The Victorian Terrace “The National Refurbishment Centre”

43. New Projects to see at BRE… The Victorian Terrace “The National Refurbishment Centre” 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.

44. 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

45. EPC Update 2011 10th May 2011 Peter Ward MRICS BRE Scheme Auditor

46. EPC Update 2011 • RdSAP EPC changes for 2011 • SAP 2009  RdSAP 2009 • Non-domestic EPC changes for 2011 • NCM 2010

47. 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 ©BRE2011

48. 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) ©BRE2011

49. 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 ©BRE2011

50. 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. ©BRE2011