Weitere ähnliche Inhalte Ähnlich wie Green deal awareness - Chris Broadbent, BRE Ähnlich wie Green deal awareness - Chris Broadbent, BRE (20) Mehr von sustainableCoRE (18) Kürzlich hochgeladen (20) 1. Green Deal Awareness
Centre of Refurbishment Excellence, Stoke-on- Trent
Chris Broadbent
Director, BRE Training
Part of the BRE Trust
2. Agenda
• Welcome and Introduction
• What is the Green Deal
• Green Deal Advisor Qualification
• Green Deal Advisor Standards
• Green Deal Advisor Certification Framework
• Managing the risk: How BRE can help?
• The future…
© BRE 2012
4. The BRE Group: Building a better world together
– Research, innovation, consultancy, testing, certification, training
– Working in the built environment, but also transport, manufacturing,
electronics, agriculture and much more…
© BRE 2012
5. History of Innovation in the Built Environment
– Founded in 1921
– LPCB roots go back to 1860s
– Originally owned by Government
– Improve the quality of construction
– Setting standards
– Authority and impartiality
– Privatised in 1997
– Acquired LPC and LPCB in 2000
– Owned by the BRE Charitable Trust
7. Our Staff…
– Over 600 staff
– Over 400 professionally qualified
– Many national and international experts
– People at the heart of our business
© BRE 2012
13. Green Deal… one we prepared earlier!
The BRE Victorian Terrace demonstrates the technologies likely under Green Deal now open for
viewing.
© BRE 2012
14. Where it all started….. Grant Shapps at BRE in 2009
© BRE 2012
15. The Green Deal
“Through our ‘Green Deal’, we will encourage home
energy efficiency improvements paid for by savings from
energy bills. We will also take measures to improve
energy efficiency in businesses and public sector
buildings.”
The Coalition: our programme for government (May 2010)
© BRE 2012
16. Why do we need to do something?
– Government policy objectives
• 74% of UK properties were built before 1975
• Homes produce 27% of UK GHG emissions*
– Climate Change Act 2008 set carbon emission
reduction targets
• 34% by 2020
• 80% by 2050
– Average annual household energy bill
• currently £1,124
• could rise by 33% (real) by 2030
* Source reference EST
16
© BRE 2012
17. The challenge of existing buildings…
– The low carbon refurbishment of over 20m existing
homes by 2050 in the UK may cost £500bn at the rate
of £250m each week.
– 21m homes and 1.8m non-domestic buildings
© BRE 2012
18. What is the Green Deal?
– The customer receives a package of energy efficiency measures at no up-
front cost from a ‘Green Deal provider’.
– The cost of the measures is paid back over the long term (for example, 25
years) through repayments made via energy bills. Payback period must be no
longer than the life of the measure. (Golden rule)
– The cost of the repayments will be equal to or less than the likely energy
bill savings (Golden rule). However only an estimate: no guarantee!
– The customer’s energy supplier will act as a conduit to pass the Green
Deal repayments to the Green Deal provider.
– Green Deal finance will not be structured as a conventional loan: the
customer will not be liable for the capital sum, only the repayments whilst
they occupy the property.
– If the occupants of the property change, the obligation to pay the Green Deal
charge on the energy bills will pass to the new occupier.
– The Green Deal will include owner-occupiers, the private and social rented
sectors and the commercial sector.
© BRE 2012
19. Who are the players…
– Policy: DECC
– Green Deal Providers
– Retailers
– Energy companies
– Individual service providers
– Green Deal Advisors
– Qualified and employed by a certificated Green Deal organisation
– Impartial, Robust, Portable advice
– Organisations providing Green Deal Advice
– Certificated by an independent UKAS accredited Certification body
– Installers
– Certification Schemes
– Product manufacturers
– Certificated products
– Customers
– Owner occupied
– Social and private rented
– Non-domestic
© BRE 2012
20. Timetable – where are we?
Secondary legislation laid in Parliament - completed
Early Adopters work with Green Deal Providers over the development of
packages in advance of legislation - in progress
DEA up-skilling: by 1st April 2012 - completed
Green Deal ready RdSAP 9.91, 1st April 2012 - completed
Green Deal Advisor qualifications, available - completed
UKAS approval of pilot Certification bodies, April 2012 - completed UKAS
announcement – May 2012
Green Deal Oversight Body to be appointed, June 2012 – completed, Gemserv
have been appointed
Autumn 2012, the first Green Deals appear – “a managed launch” – MP Greg
Barker Ecobuild 2012…a gentle euphemism for don’t expect an explosive
launch!
© BRE 2012
21. BRE at the centre of Green Deal development…
– Working with DECC
• Software development
• Green Deal working groups
– Working with Asset Skills
• Qualifications scoping and development
– Working with GEMSERV
• Certification scheme standards development
– Working with UKAS
• Certification bodies for Green Deal Advice
– Working with DCLG
• EPC schemes
– Working with Awarding Bodies (ABBE, City & Guilds, EDI)
• Qualification development and assessment process
© BRE 2012
22. Development of RdSAP for Green Deal
– Recommendations and Golden Rule based
on standard occupancy
– Regional weather included (degree days) for
cost saving calculations
– Actual U-values where evidence supports
– Additional recommendations included
(annually refreshed)
– Additional measures modelled (roof
insulation, heat recovery, heat pumps etc..)
– Partial installations, room by room
– Occupancy assessment to show effect of
current lifestyle on standard savings
– Green Deal Advice Report = EPC +
Occupancy assessment + Summary wrapper
– EPC advisor tool to be expanded in scope
© BRE 2012
23. Scope of the Green Deal Advice Report
– The GDAR is the output report of the Occupancy Assessment
which is developed from the EPC plus the additional data.
– A Green Deal Advisor must therefore be able to prepare and lodge
an EPC in addition to producing the GDAR
– The Green Deal plan will be based on the standard occupancy
RdSAP calculation for domestic
– The Green Deal plan will be based on the actual (tailored)
occupancy for non-domestic
– The full report will be lodged by the advisor
© BRE 2012
24. Domestic Occupancy Assessment
– Occupancy assessment requires input of:
– Occupant numbers
– Number of showers and baths
– Heating systems, patterns and temperature
– Freezers and fridges
– Driers
– Appliances
– It allows the homeowner to look at the EPC
recommendations and select one or more scenarios
– Occupancy tool will then calculate the savings based
on standard RdSAP assumptions AND on the given
occupancy.
– https://www.gdsap.org.uk
© BRE 2012
25. Green Deal Occupancy Assessment
– Improvements
– Typical savings for your type of
property
– Savings based on your energy
use
– Specific packages of measures
– Information
© BRE 2012
26. iSBEM – what’s changing?
– Ability to unlock some standardised assumptions
– Tailor to building’s actual operation
– More convenient means of testing and recording impact of
different measures
– Amend building model to incorporate recommendations
– Means to input actual fuel prices
– Calculate approximate energy and CO2 reductions
– Normalising predicted energy use and savings against actual
metered consumption
© BRE 2012
27. Results
– Building owner and Green Deal Provider have enough
information to know:
– Whether a GD solution could save energy
– Which sorts of measure would be worth pursuing
– The scale of likely savings
– Public trial versions of tool:
– www.gdtool.bre.co.uk
© BRE 2012
28. Non-domestic GDAR
– Energy savings
– CO2 reduction
– Asset improvements
– Steps to improve energy
management
– Other issues
– Recommendations
© BRE 2012
30. National Occupational Standards
– Revised for Energy Assessment and converted to QCF Units to form
part of the new Qualifications and Credit Framework
– New NOS and QCF Units developed for domestic and non-domestic
Green Deal
© BRE 2012
31. QCF Units: Green Deal Advice
– ASTGDA1: Provide information to customers on the principles, financing and operation
of the Green Deal – Level 3-Credit 4
– ASTGDA 2: Undertake home visits to carry out Occupancy Assessments and give
advice Level 3 – Credit 8
– ASTGDA 3: Prepare and explain Domestic Green Deal Advice Reports Level 4 Credit 6
– ASTGDA 4: Explain the Green Deal Advice report to the domestic customer Level 3
Credit 4
– ASTGDA 5: Carry out non-domestic energy inspections to determine an Operational
Profile and give advice Level 4 – Credit 10
– ASTGDA6: Prepare and issue Non-domestic Green Deal Advice Reports Level 4 –
Credit 9
– ASTGDA 7: Explain the Green Deal Advice report to the non-domestic customer level
4–Credit 4
© BRE 2012
32. Comparable credits and learning hours
DEA DGDA+ NDEA NDGDA+
Credits 25 22 28/43 27
Guided learning (hrs) 125 110 125/205 135
Private study (hrs) 125 110 155/225 135
Level 3 3 3/4 4
Learning time: a guide to how long it would take the average learner with no prior
experience. This will vary according to the existing skill and knowledge of the individual.
Guided Learning Hours (GLH): this refers to the amount of study undertaken by
learners under direction. This could include seminars, workshops, directed research,
project or assignment work and assessment.
Private Study: other learning and reading around the subject
© BRE 2012
33. Learning and assessment process (domestic GDA)
– Skills audit where appropriate
– DEA online learning
– DEA classroom days, according to skills audit
– Produce two EPCs for assessment (one observed)
– Green Deal on-line learning: two to three day classroom equivalent
– Two workshop days
– Assessment, portfolio and assignment work including three Green
Deal Advice Reports
• E-portfolio on-line assessment
• Expert qualification assessors
– Role play face to face assessment of advice giving
© BRE 2012
34. GDA On-line modules
– Moodle based bespoke Learning Management System
– Progress at a pace and time to suit all and to enable
better management of the balance between work and
study
– Reflect and revisit the material at any time to reinforce
the learning
– Green Deal modules include:
• Induction and Setting the Scene
• Principles of the Green Deal
• The qualification and assessment process
• Mechanics of the Green Deal Assessment
• Responsibilities of Green Deal participants: The Code
of Practice
• Principles of energy efficiency
• Energy Advice and Reading the Meter
• The EPC and the Green Deal process –
• Technologies and applicable measures
• Using software
• Additional and Alternative Funding ECO/Warmfront
/FITs / RHI
• Reducing Waste and Water Savings
• Introduction to Occupancy Assessment © BRE 2012
35. Workshops
– Workshop / classroom days
– Consolidates the online
learning
– Practice skills
– Work with software
– Think through case studies
– Learn through interaction
© BRE 2012
36. Assessment of the Qualification
– This is being developed at present by the Awarding Bodies
– This may vary between Awarding Bodies and is likely to include:
Unit Assessment
ASTGDA1: Provide information to customers Assignment
ASTGDA 2: Undertake home visits to carry out Portfolio of evidence
Occupancy Assessments
ASTGDA 3: Prepare and explain Domestic Green Assignment, including
Deal Advice three GDAR
ASTGDA 4: Explain the Green Deal Advice report to Assignment, including
the domestic customer face to face role play
Assignments will include software use, report preparation and role
play for advice delivery
© BRE 2012
37. Assessment
– On-line assessment using
QualsDirect e-portfolio
– All assessors are A1 qualified
– Support and helpdesk
– Approved by ABBE, City & Guilds,
BTEC Edexcel and EDI
– BRE Training has direct claims status
for all existing qualifications
– This will readily be achieved for GDA
– Completion rate of 85% for vocational
qualifications
© BRE 2012
38. Cost
– Top Up Training for Qualified DEAs: £1,495 + VAT
– Domestic Green Deal Training for New Entrants: £2,345 + VAT
– GLH similar to DEA for domestic GDA
– GLH similar to L3 NDEA for non-domestic GDA
– HOWEVER both will include one-to-one role play in the assessment
and this is expensive to deliver
© BRE 2012
39. Training
– Approved assessment Centre with ABBE,
City & Guilds and Edexcel (BTEC).
– NVQ qualifications for all energy assessor
qualifications and more
– A range of other qualifications and CPD in
energy, sustainability, health and safety, fire
– On-line, in-store and classroom based
delivery
– Already trained:
– 1,960 in energy assessment
– 2,000 Code and BREEAM Assessors per
year
– 150 Code designers
– 160 Passivhaus Designers
– 300 in Renewable energy technology
– 100 in Sustainable Refurbishment
© BRE 2012
40. BRE unique training offering…
– Access to BRE’s 600 consultants and staff
– Extensive onsite facilities
– Supporting all those involved in Green Deal
advice with training in:
– Green Deal Advice
– Use of BRE Green Deal enhanced modelling
software
– Awareness in Green Deal
– Remote advice NOS Units
• Provide information to customers on Green Deal
• Dealing with customers face to face
• Dealing with customers using bespoke software
• Dealing with telephone calls with customers
– Provider staff
– Tradesmen
– Surveyors
– Storefront staff
– Helpline staff
– Master-classes for advisors in specific
measures
© BRE 2012
42. BRE and the Green Deal – a busy year so far!
© BRE 2012
43. UKAS and Standards for Certification Bodies
UKAS Accreditation mandated for all
Certification Bodies
System of UKAS accreditation against
BS EN 45011
UKAS accreditation also against
“Specification for Certification Bodies
Certifying the Green Deal Advice
Service”
© BRE 2012
44. Scheme Standards
Specification for Certification Bodies
certifying the Green Deal Advice Service
201/2012
Specification for organisations providing
the Green Deal Advice Services 001/2012
Any organisation, including Sole Traders
and SMEs, providing GDA services must
meet all requirements
Final versions of the Green Deal Advisor
Standards were issued 15th June 2012
© BRE 2012
45. Code of Practice
• A CoP has been set up under secondary
legislation to the Energy Bill, with which
all parties will need to comply in order to
be registered to carry out work under the
Green Deal.
• All Green Deal Organisations are
required to sign a copy of the CoP as
part of the Certification application
process
• Draft Code of Practice laid before Parliament
pursuant to section 39(2) of the Energy Act 2011;
draft to lie for forty days pursuant to section 39(3),
(5) and (6) of that Act, during which period either
House of Parliament may resolve that the Code of
Practice not be approved.
© BRE 2012
46. Guide for Green Deal Providers
DECC have issued a Guide for Green Deal
Providers, this details;
• How an organisation is able to register as
a Green Deal Provider, including
registering with the Office of Fair Trading
and the Green Deal Oversight Body
• What is expected of Green Deal Providers
• Requirements for obtaining finance –
Green Deal Finance Company
© BRE 2012
47. Outcome of the Green Deal consultation
– Useful to read
– http://www.decc.gov.uk/assets/decc/1
1/consultation/green-deal/5521-the-
green-deal-and-energy-company-
obligation-cons.pdf
© BRE 2012
49. Certification with BRE Global
– Assurance of quality for Green Deal Services
through high quality scheme controls and
Quality Assurance.
– Announced as one of the UKAS accredited
Certification Bodies, listing by Gemserv to
follow
– Only energy assessor scheme with UKAS
accreditation under BS EN 45011
– Operates an MCS scheme automatically
acceptable to Green Deal.
– Extensive suite of related certification schemes,
including:
UK distribution of BRE Energy assessors
– BREEAM
– BREEAM in Use
– BREEAM Refurbishment
– Passivhaus Designer
– Code for Sustainable Homes
© BRE 2012
50. Overview of Certification Framework
Scheme Owner – DECC
Green Deal Oversight Body (Gemserv)
manages standards on behalf of Government
Scheme Accreditation – UKAS
UKAS accreditation against BS EN 45011 and
the Green Deal standards
Accredited Certification Bodies
BRE Global
Certification Bodies certificate organisations
(whether sole traders or larger) against the
Standard for Organisations providing the
Green Deal Advice service
Green Deal Organisations
Organisations certificated by Certification
Bodies provide Green Deal Advisor services
to market
Green Deal Advisors
Operating under Green Deal Organisations
GDAs deliver Green Deal Assessments
© BRE 2012
51. The BRE Global
Certification
Process
We have developed a
comprehensive Quality Plan to
help guide applicants through
the Certification Process
The plan includes a section
detailing “what the scheme will
review”
Key requirements are as
follows…
© BRE 2012
52. Quality Management System (QMS) requirements
Organisations must operate a Control of
Documents
“Robust and Credible Specific
requirements Control of
of Green Deal Records
Management System (QMS) Advisor
standard
ISO 9001 registration not
required
Quality Control of
Management non-
Review Management conforming
System product
Internal Audit Corrective
Action
Preventative
Action
© BRE 2012
53. Key requirements of the Green Deal Advisor scheme:
• Insurance Domestic PI £100K, PL £1m, Non Domestic indemnity
cover must be proportionate to the risk but not less than £250K
• Complaints management procedures
• Disciplinary and Appeals procedures
• CPD – requirement that organisations control CPD for their Green Deal
Advisors (GDAs)
• Sub-contracting Green Deal Advice work – organisations must
control sub-contract process
• Auditing of Green Deal Advisors and Green Deal Advisory Reports
• Data protection – organisations must be registered with the Public
Register of Data Controllers by notifying the Information
Commissioners Office (ICO)
© BRE 2012
54. Key requirements of the Green Deal Advisor scheme:
• Operational procedures – must be applied to control GDA activities,
including;
• Preparation for assessments
• Information provided to (and requested from) customers prior to a
Green Deal Assessment visit
• Requirements during the assessment
• Checking EPC validity and suitability for the Green Deal assessment
• Follow up post Green Deal Assessment, including obtaining customer
sign off sheet
• Lodgement of Green Deal Advice Reports
• Production of new EPC following installation of Green Deal measures
© BRE 2012
55. The Certification process summarised
Maintenance Certification
Initial
Certification requirements renewal
Application Review Assessment
Decision Witnessed
assessment of Full QMS re-
Scheme conducts Assessment of QMS GDAs within first assessment every
Completion of initial cursory via site visit or by Applicant is 6 months 5 years by
application form review of off-site meeting advised of Annual review of undertaking site
and submission of documentation Review of Green outcome of QMS visit
QMS to scheme and provides Deal Advisor assessment
Desk top auditing
feedback schedule of 2% of GDARs
© BRE 2012
57. The Certification Cycle
Annual review
of Scope of
Certification
(GDA review)
Head Office
Witness
re-
Assessment
assessment
of Green Deal
every five
Advisors
years
Desk top audit
Annual review
2% of lodged
of any
Green Deal
changes to
Advice
QMS
Reports
© BRE 2012
59. Key priorities and market drivers
Current discussions with Green Deal Providers are all indicating the
following priorities are key;
• Quality
• Reduction of risk and liability
• Protection of well known and trusted brands
• Consumer confidence
• Credibility and longevity of Green Deal Scheme
Market dynamics are rapidly changing and BRE are very well
positioned to be able to help stakeholders deliver Green Deal.
© BRE 2012
60. Opportunities and market positioning
Energy
Companies
Social
Residential
Retail sector
BRE Global
Certificated
Installers Green Deal
Organisations
© BRE 2012
61. A partnership approach to delivering Green Deal
Certification Body Services…
BRE Global & BBA have formed a collaboration to deliver Green
Deal Advisor and Installer Certification services
Combined expertise of Certification Bodies to deliver a total
solution for Green Deal Organisations
Enabling Green Deal Organisations to provide a comprehensive
suite of services to the market
© BRE 2012
62. An opportunity for independent Green Deal Advisors
BRE Global is working in collaboration with
GDAA, providing Certification Services
GDN and GDAA provide an opportunity for
qualified Green Deal Advisors to access
business developed by GDAA
GDN will be registering as a Green Deal
Provider – offering total package to market
An opportunity for independent Green Deal
Advisors, who do not wish to develop a QMS
and become a Green Deal Organisation, to
access the Green Deal market
© BRE 2012
63. GreenBookLive – THE On-line Directory
– Unique listing of products
and services:
• Installers
• Advisors
• Products
– Up to 50,000 hits per month
Passivhaus Certification
Scheme
– GBL already being used by Listing of Passivhaus
Designers
major GDPs and BRE
partners to source EPC work
– GBL has been extensively
promoted to Green Deal
Providers wishing to access
national network of EPC
assessors
– www.greenbooklive.com © BRE 2012
64. BRE Global Green Deal Advisor Certification Scheme
Next steps…
• New BRE web-pages have just been created, on-line application
facility available:
www.bre.co.uk/greendeal
• Following the UKAS announcement applications can now be taken
forward
• Green Deal Oversight Body (Gemserv) to list all approved
Certification Bodies - August
• Process of initial QMS assessments for early adoptors has already
started…
© BRE 2012
66. Engagement and process
– Reducing risk for Providers and the general public
– Reassurance around technologies and expectations
– Better reputation for Green Deal as a whole
– Reducing abortive survey and administration costs
– ‘Pre-informed’ clients = Greater proportion of qualified leads
– Target surveyors skills = Less risk of non GD applicable buildings
Lead to
Pre-visit BRE Calculation Green Deal Provider
Questionnaire Engine Remote Advice Hub
Homeowner
English House 700+
Condition Survey Extra Refurbishment
Surveyor Product
Data
Demographic Data Confidence exemplars
Pre-visit
Questionnaire © BRE 2012
67. The Process – Stage 2: Enhanced Assessment
Green Deal
Advice Report
Surveyor Full Report
Visits Home issued
Green Deal
risk
assessment
© BRE 2012
68. The answer – “plug and play” mock-ups
- reduction factors ~ 0-20%
– “Plug and play” house in a lab
– Everything is controllable - simulated occupancy
and weather
– Fabric components can be replaced or upgraded
quickly and repeatedly
– Allows interaction with and between building
services and the building fabric and controls
“SAP Q testing and certification can be
undertaken at the same time”
© BRE 2012
70. The Future – Live feedback
– Monitor the actual performance of a house - using a
heating control system set to monitoring mode.
– Measure the energy used to heat the house - as well
as the temperatures in the different rooms: this
provides information combining both the performance
of the house and the behaviour of the occupants.
– Feed this data into the Tool, and the resulting Green
Deal solution is more accurate still.
© BRE 2012
71. The BRE Green Deal Life-cycle
Data
Platform
Reviewed
House and
Monitoring Assessed
by BRE
Informs
BRE Green Super Tools
Deal more and
Accurate Product
Confidence
© BRE 2012
