4. HSA Report
Purpose of Report Writing
• Presentation of assessment & analysis outcomes.
• Measures for improving sustainability.
• Incorporates research and technology skills to use general
purpose software packages.
• Provides additional relevant information & recommendations
such as rebates or other forms of support (websites, costing of
implementation).
02
5. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
8. Recommendations
03
6. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
8. Recommendations
03
7. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
8. Recommendations
03
8. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
8. Recommendations
03
9. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
• Family
• House description
• Priorities
• Concerns
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
8. Recommendations
03
10. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
8. Recommendations
03
11. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
8. Recommendations
03
12. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
• Section Headings By service
• By item
• By cost saving
• Return on Investment (ROI)
8. Recommendations
03
13. HSA Report
Structure of Report Writing:
1. Cover page
2. Table of Contents
3. Executive Summary
4. Introduction & Background
5. Energy & water audit
6. Energy & Water Opportunities
7. Summary Findings
8. Recommendations
• Next Step (Implementation)
03
21. Introduction
The purpose of the introduction is to establish the context of the
energy audit.
Introductions cover:
• Family description
• House description
• Priorities
• Concerns
11
22. Introduction
Family Description
• Briefly describe the client’s family.
• Catalogue the number of weeks the house is occupied.
• Describe how the house is occupied
12
23. Introduction
House Description
• Describe the house in detail
• Size
• Composition
• Building materials
• Orientation of roof
• Number of rooms
• etc
• Geographic location and weather conditions are also
described here.
13
24. Introduction
Priorities and Concerns
Catalogues the client’s relative
priorities and concerns regarding:
• Sustainability
• Carbon Reduction
• Cost Savings
• Reduced Utility Costs
• ROI
• Improved Lifestyle
• Improved comfort
14
26. Energy and Water Audit
• Introduction to section
• Summary of Electricity and Gas Bills for 12 months
• Table and graph of 12 months of account data
• Energy & water audit details
• Table detailing major energy & water consuming devices
• Energy & water balance
• Compare on-site data to actual energy use from bills
16
31. Energy and Water Audit
Energy and Water Opportunities
• Introduction to this section and its purpose
• By service; Lighting, Climate Control Food Storage, Food
Preparation, Water Heating, Entertainment &
Administration, Cleaning and Pumping
• Table to report kWh use, energy saved and costs and
costs savings per annum
• ROI & payback by energy saving initiative
• Behavioural changes
21
43. Recommendations
Energy and Water Opportunities
• Provide a summary overview of outcomes of the
recommended measures
• Identify the list of financially viable energy & water
initiatives that meet the priorities & energy and water
service needs of the client.
33
44. Recommendations
Next Step (Implementation)
• What needs to occur to take on the improvements?
• Will the assessor project manage any or some of the
recommended changes? If not, can the assessor
recommend suitably qualified professionals to undertake
the work? (Ex. To find out more, contact us, ongoing
work)
34
Welcome to the EMSI Certificate 4 Session 14a presentation, Report Writing ↗
This module will take you through the process of compiling a Home Sustainability Assessment Report ↗
So what is the purpose of a HSA report?The Habitat Partners HSA Report provides a professional presentation of assessment & analysis outcomes that identify energy & water use in a home. Measures for improving the sustainable aspects of residences are identified through a home sustainability assessment or analysis, in a written report undertaken by an accredited assessor. Report writing incorporates research and technology skills and uses general purpose software packages that collate information to produce written reports.Reporting provides additional, relevant information & recommendations associated with a household sustainability assessment including rebates or other forms of support such as websites, or costings of implementation. ↗
Home Sustainability Reports are structured, informative and engagingreports that convey information to homeowners in a language and format that is easy to understand. ↗
The ideal structure of a Home Sustainability Report begins with a cover page ↗
Followed by a table of contents, ↗
An executive summary, ↗
A summary of the property and occupants, ↗
Details of the energy and water audit process, ↗
A report outlining the opportunities and recommended actions, ↗
A summary of the saving opportunities ↗
And finally, recommendations discussing how the proposed initiatives might be implemented Lets go through each of these in a little more detail↗
Cover page ↗
The cover page gives that important first impression. It should provide The client’s information,A title for the report, the date of the audit, your assessor details and a revision number.The cover should be designed to be compelling and yet simple. It is best if it is easily understood and interesting to look at. ↗
Table of contents ↗
The table of contents is essentially a map of the report, including as a minimum; the major section headings in the report - but typically it would include both level 1 and 2 headings. The purpose of the table of contents is simply to inform readers what page they can refer to in order to view the information that is of interest to them. ↗
The Executive Summary ↗
An executive summary is a concise summary of the essential details and their call to action. Imagine the client is in a hurry and only has two minutes to understand the findings and recommendations of the energy audit report – this is what the executive summary is. ↗
The Introduction ↗
The purpose of the introduction isto establish the context of the energy audit; how the client’s home and family currently exists in the world. ↗
The Family section should briefly describe the structure of the client’s family. This is not for intrusive purposes, but simply to inform them that there are X number of children and X number of Adults, making X number of total occupants.Record the number of weeks the house is occupied and givea description of how the house is occupied. For instance, a stay at home parent with children will have a dramatically different pattern of consumption than empty nesters with a house that is unoccupied during daytime hours. ↗
Often reports will be accompanied by photographs the assessor has taken, but it is still important to describe the house in detail including size, building materials, whether any renovation work has been carried out etc.Geographic location and weather conditions are also described here. ↗
It is important to understand what your client is trying to achieve. This section responds to the client’s priorities and concerns and can be populated by concentrating on information gathered during the rapport-building process.In the pre-audit processes, an assessor should have discussed with the client, their concerns about energy use in their property and what they would like to achieve as a result of the assessment. Those priorities and concerns should be recorded in this section; after all, the report is personalised for the client. ↗
The Facts and Figures ↗
The Audit section itself should consist of an Introduction to this section and its purpose, A summary of Electricity and Gas Bills for 12 months including total consumption, average purchase price and total cost per annum, a table and graph of the 12 months of account data, Energy & water audit details, a table detailing the major energy & water consuming devices, an energy & water balance, and compare actual energy use from bills with data that assessors have collected on site. ↗
This is a typical summary of energyservice consumption including gas and electricity. It is common practice to separate energy use from water use. ↗
These graphs show a breakdown of energy consumption by service type and annual energy consumption in an engaging, simple format. The services here are broken down into: Food storage and preparation, cleaning, climate control, entertainment, administration, standby energy, water heating, pump systems, and household lighting. ↗
This is a typical summary of water consumption including potable, rain and greywater. ↗
These graphs show a breakdown of water use by service type and a comparison between current, annual water consumption and best practice water consumption. The services here are broken down into: Showers and baths, taps, garden use, pools and spas, dishwasher, washing machine, and toilets. ↗
Energy and Water opportunities are a key aspect of the Home Sustainability Assessment process. The Energy and Water Opportunities section of the report should be broken down into subsections based on the service type being addressed; Lighting, Climate Control, Food Storage, Food Preparation, Water Heating, Entertainment & Administration, or Cleaning and Pumping.The initiatives proposed in this section are best illustrated in tables that show the kWh use, energy saved, costs and costs savings per annum and Return on Investment. Behavioural changes should also be outlined in this section. ↗
This is an example of a lighting opportunities subsection:As can be seen, total cost savings of $5,630 over 10 years can be achieved by replacing inefficient halogen downlights with LED downlights. This would require an initial investment of $736 and provide a 64% return on investment, with a 1.57 year payback. ↗
A Pumping example, where:Total cost savings of $5,637 over 10 years can be achieved here by upgrading a constant speed pool pump with an efficient speed pump and installing a pool pump timer to avoid wasteful energy use. This requires an initial investment of $1,500 and provides 31% return on investment, with a 3.19 year payback. ↗
In water use, shower opportunities would look like this:Where total cost savings of $632 over 10 years can be achieved by retrofitting a high flow showerhead with a 3 star rated showerhead. This requires an initial investment of $90 and provides 61% return on investment, with a 1.64 year payback. ↗
And for a pool or spa:Total cost savings of $1,214 over 10 years can be achieved by utilising pool cover to prevent water loss through evaporation. This requires an initial investment of $1,200 and provides 9% return on investment, with an 11.34 year payback. ↗
Behavioural Opportunities can either be included in the Water and Energy Opportunities section, or appear as a separate section. In either instance, it should be separated into water and energy sections. ↗
Behavioural based energy saving recommendations require zero financial investment andcan start saving up to $1,152 per year. ↗
Here are some water based behavioural recommendations that alsorequire zero financial investment. ↗
Summary of Findings ↗
It is important to catalogue the financial cost of each service type and compare it to potential cost savings.This section should allow a client to quickly and clearly see their potential savings, payback periods and return on investment. ↗
This bar chart, for example, showspredicted net energy cost savings over the next 10 years. ↗
Depending on the goals set out by your client, providing recommendations is often the most important aspect of a HSA Report. ↗
Recommendations should Provide a summary and overview of outcomes of the recommended measures, and Identify a list of financially viable energy & water initiatives that meet the priorities & energy and water service needs of the client. ↗
This section should outline the steps to be taken respective to each individual initiative proposed. This will ensure that a homeowner is not simply left with information they can’t or do not know how to implement. ↗
To continue, please select Session Session 14b, Promoting Sustainable Practices, from the navigation bar at right. ↗