Green deal awareness - Chris Broadbent, BRE

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  • 1. Green Deal AwarenessCentre of Refurbishment Excellence, Stoke-on- TrentChris BroadbentDirector, BRE TrainingPart 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
  • 3. An Introduction to the BRE GroupPart of the BRE Trust
  • 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
  • 6. Group Structure BRE Global © BRE 2012
  • 7. Our Staff…– Over 600 staff– Over 400 professionally qualified– Many national and international experts– People at the heart of our business © BRE 2012
  • 8. World class facilities…
  • 9. Some recent clients…
  • 10. Some recent visitors…
  • 11. What is the Green Deal?
  • 12. Green Deal… one we prepared earlier!The BRE Victorian Terrace demonstrates the technologies likely under Green Deal now open forviewing. © BRE 2012
  • 13. Where it all started….. Grant Shapps at BRE in 2009 © BRE 2012
  • 14. The Green Deal“Through our ‘Green Deal’, we will encourage homeenergy efficiency improvements paid for by savings fromenergy bills. We will also take measures to improveenergy efficiency in businesses and public sectorbuildings.”The Coalition: our programme for government (May 2010) © BRE 2012
  • 15. 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
  • 16. 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
  • 17. 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
  • 18. 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
  • 19. Timetable – where are we?Secondary legislation laid in Parliament - completedEarly Adopters work with Green Deal Providers over the development ofpackages in advance of legislation - in progressDEA up-skilling: by 1st April 2012 - completedGreen Deal ready RdSAP 9.91, 1st April 2012 - completedGreen Deal Advisor qualifications, available - completedUKAS approval of pilot Certification bodies, April 2012 - completed UKASannouncement – May 2012Green Deal Oversight Body to be appointed, June 2012 – completed, Gemservhave been appointedAutumn 2012, the first Green Deals appear – “a managed launch” – MP GregBarker Ecobuild 2012…a gentle euphemism for don’t expect an explosivelaunch! © BRE 2012
  • 20. 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
  • 21. 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
  • 22. 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
  • 23. 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.– © BRE 2012
  • 24. 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
  • 25. 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
  • 26. 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: – © BRE 2012
  • 27. Non-domestic GDAR– Energy savings– CO2 reduction– Asset improvements– Steps to improve energy management– Other issues– Recommendations © BRE 2012
  • 28. Green Deal Advisor Qualification
  • 29. 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
  • 30. 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
  • 31. Comparable credits and learning hours DEA DGDA+ NDEA NDGDA+Credits 25 22 28/43 27Guided learning (hrs) 125 110 125/205 135Private study (hrs) 125 110 155/225 135Level 3 3 3/4 4Learning time: a guide to how long it would take the average learner with no priorexperience. 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 bylearners 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
  • 32. 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
  • 33. 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
  • 34. Workshops– Workshop / classroom days– Consolidates the online learning– Practice skills– Work with software– Think through case studies– Learn through interaction © BRE 2012
  • 35. 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 AssessmentASTGDA1: Provide information to customers AssignmentASTGDA 2: Undertake home visits to carry out Portfolio of evidenceOccupancy AssessmentsASTGDA 3: Prepare and explain Domestic Green Assignment, includingDeal Advice three GDARASTGDA 4: Explain the Green Deal Advice report to Assignment, includingthe domestic customer face to face role play Assignments will include software use, report preparation and role play for advice delivery © BRE 2012
  • 36. 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
  • 37. 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
  • 38. 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
  • 39. 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
  • 40. Green Deal Advisor Certification Framework
  • 41. BRE and the Green Deal – a busy year so far! © BRE 2012
  • 42. 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
  • 43. Scheme StandardsSpecification for Certification Bodiescertifying the Green Deal Advice Service201/2012Specification for organisations providingthe Green Deal Advice Services 001/2012 Any organisation, including Sole Traders and SMEs, providing GDA services must meet all requirementsFinal versions of the Green Deal AdvisorStandards were issued 15th June 2012 © BRE 2012
  • 44. 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
  • 45. Guide for Green Deal ProvidersDECC have issued a Guide for Green DealProviders, 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
  • 46. Outcome of the Green Deal consultation– Useful to read– 1/consultation/green-deal/5521-the- green-deal-and-energy-company- obligation-cons.pdf © BRE 2012
  • 47. Green Deal CertificationFramework and Requirements
  • 48. 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
  • 49. 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
  • 50. The BRE GlobalCertificationProcessWe have developed acomprehensive Quality Plan tohelp guide applicants throughthe Certification ProcessThe plan includes a sectiondetailing “what the scheme willreview”Key requirements are asfollows… © BRE 2012
  • 51. Quality Management System (QMS) requirementsOrganisations must operate a Control of Documents“Robust and Credible Specific requirements Control of of Green Deal RecordsManagement System (QMS) Advisor standardISO 9001 registration notrequired Quality Control of Management non- Review Management conforming System product Internal Audit Corrective Action Preventative Action © BRE 2012
  • 52. 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
  • 53. 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
  • 54. 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 siteand 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
  • 55. Green Deal Advisor Organisation – BRE Certificate © BRE 2012
  • 56. 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
  • 57. BRE Global Green Deal Advisor SchemeCollaboration and market positioning
  • 58. Key priorities and market driversCurrent discussions with Green Deal Providers are all indicating thefollowing priorities are key;• Quality• Reduction of risk and liability• Protection of well known and trusted brands• Consumer confidence• Credibility and longevity of Green Deal SchemeMarket dynamics are rapidly changing and BRE are very wellpositioned to be able to help stakeholders deliver Green Deal. © BRE 2012
  • 59. Opportunities and market positioning Energy Companies Social Residential Retail sector BRE Global Certificated Installers Green Deal Organisations © BRE 2012
  • 60. A partnership approach to delivering Green DealCertification Body Services…BRE Global & BBA have formed a collaboration to deliver GreenDeal Advisor and Installer Certification servicesCombined expertise of Certification Bodies to deliver a totalsolution for Green Deal OrganisationsEnabling Green Deal Organisations to provide a comprehensivesuite of services to the market © BRE 2012
  • 61. An opportunity for independent Green Deal AdvisorsBRE Global is working in collaboration withGDAA, providing Certification ServicesGDN and GDAA provide an opportunity forqualified Green Deal Advisors to accessbusiness developed by GDAAGDN will be registering as a Green DealProvider – offering total package to marketAn opportunity for independent Green DealAdvisors, who do not wish to develop a QMSand become a Green Deal Organisation, toaccess the Green Deal market © BRE 2012
  • 62. 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– © BRE 2012
  • 63. BRE Global Green Deal Advisor Certification SchemeNext steps…• New BRE web-pages have just been created, on-line application facility available:• 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
  • 64. Managing the Risk: How BRE will make a diference
  • 65. 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 HubHomeowner English House 700+ Condition Survey Extra Refurbishment Surveyor Product Data Demographic Data Confidence exemplars Pre-visit Questionnaire © BRE 2012
  • 66. The Process – Stage 2: Enhanced Assessment Green Deal Advice Report Surveyor Full Report Visits Home issued Green Deal risk assessment © BRE 2012
  • 67. 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
  • 68. The Future
  • 69. 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
  • 70. 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
  • 71. More information… Thank you for listening, questions…? © BRE 2012
  • 72. Thank you