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Non Domestic EPC Conventions for England & Wales Issue 5.0

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1. lamps must be made 2D Lamps Where lamps are specifically identified via technical information and or visual inspection as TS lamps 1 September 2014 in a 2D configuration and appropriate evidence is provided for this by the energy assessor they should be entered into SBEM as T5 lamps In all other circumstances 2D lamp fittings shall be entered into SBEM as compact fluorescent lamps i e CFL Page 15 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 8 EPBD Audit Trail 9 Recommendations 10 Appendices Commercial Glossary of Terms Issue 1 1 June 2010 EPC Updated Glossary of Terms Issue 2 17 January 2011 Conventions Updated Glossary of Terms Issue 4 30 November 2012 Updated Glossary of Terms Issue 5 1 September 2014 Page 16 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Glossary of Terms Air Permeability Air permeability is expressed as volume flow per hour m h of air supplied to the space per square metre m of envelope area for an internal to external pressure difference of 50 Pa i e 25 m hr m at 50Pa Atrium In this context a non continuously occupied interior space within a building often several stories high bounded on at least one side by occupied spaces set to the conditions determined from the activity database There may or may not be building elements Such as glazing surrounding the atrium although there
2. buildings built to 2006 Building Regulations or later e 0 4 W s buildings built to 2010 Building Regulations or later The energy assessor should provide in assessment notes the reason why specific fan performance is not available Reversible extract fans are treated in the same way as non reversible extract fans in SBEM It is not acceptable to use an arbitrary value or software default for the extraction rate where the actual value is unknown Refer to Estimating Local Mechanical Exhaust rates in existing buildings 6 07 to calculate the extraction rate if necessary A Hot Water Storage Vessels Where you have a number of hot water storage vessels that have exactly the same fuel type and efficiency of operation these can be entered into SBEM as one system incorporating the sum total of the storage losses of the individual storage vessels In these circumstances it is permissible to aggregate vessels of different sizes as long as the storage losses are known for all individual vessels Storage vessels that are identified by the insulation type cannot be aggregated as the SBEM model derives an assumption for the storage losses based upon insulation type and vessel size in these circumstances Individual systems that vary by way of recirculation systems or by the use of CHP or solar energy cannot be aggregated and should be entered separately Page 11 of 29 17 January 2011 Amended 30 November 2012 17 January 2011 Amende
3. Circular not elliptical or other shapes emi circular so that width 2 x height e Walls are 70 90 from horizontal roofs are lt 70 e So zone height how dividing point between wall and roof where slope 70 at eaves e Ifa floor e g as shown dotted meets roof at lt 70 there is no wall so zone height he average height of space e Ifthe dotted line represents the ceiling with an unoccupied void above remember to input the area of roof where the slope lt 70 between this ceiling and the eaves with its U value U and the flat ceiling with U value Usg including the void above the ceiling For consistency the convention is to assume all such roofs are semi circular lf floor width L and building depth is d Zone height New 0 171 x Le Wall height Ly 0 175 x Le Area curved walls Lwe x d x 2 both sides e Treat dormer windows the same as Curved roof width L 1 222 x Le for a room in a pitched roof see below Area curved roof Lic x d Page 24 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Dimensions Convention continued e For room in roof or mansard roof Areas and U values should correspond U values for walls should include any voids Uw Uwe Zone height hw height of vertical part of walls adjacent to exterior If this varies calculate area weighted average height of external walls Where there a
4. apportioned to the Refinement on an area weighted basis using the following formula PV apportioned Area of PV Installation x __Gross Internal Floor Area of Refinement Gross Internal Floor Area of Whole Building Note Area of whole building to include communal areas Where the PV installation has multiple arrays with different attributes each array with different attributes must be apportioned separately for inclusion in the New Build Compliance or EPC calculation Where there is more than one meter present in the building the assessor may only include the PV if the PV only serves the Refinement and is attached to the dedicated meter serving that Refinement Appropriate documentary evidence must be provided to support the inclusion of the PV in the EPC in these circumstances Where software allows the option to enter the kW of the PV system the following formula shall be used PV apportioned kW of PV Installation x__ Gross Internal Floor Area of Refinement Gross Internal Floor Area of Whole Building 2 General Information 2 01 Assessment Refer to assessment level decision flowchart and notes Issue 1 1 June 2010 amended in issue 5 17 January 2011 Level See Appendix 10 02 Use of Defaults The energy assessor shall only use the default values within the Software Tool in the absence of any 1 June 2010 conventions identified within this document or more specific information on the building Where a default value is se
5. be defined as the presence of suitable systems controls and operating strategy such that overnight ventilation passive and or mechanical is used to cool down the exposed building mass and thereby offset daytime cooling demands If no such operation and subsequent offset is possible through the automatic operation of systems and controls then night ventilation strategy is deemed to be not present as part of the building energy asset rating Self contained dwelling A unit designed to accommodate a single household This would imply it has its own kitchen and bathroom Significant Alteration Alterations that are covered by the Building Regulations Ventilation with Enhanced Thermal Coupling to Structure This is a further development of the Night Ventilation strategy such that significant components of the building structure in addition to its ordinary surfaces are exposed to night ventilation in order to enhance the building s capability of offsetting daytime cooling demands An example of this procedure is the TermoDeck system where night ventilation is passed through ducts in the solid floors of the building thereby increasing the coolth contained in the thermal capacity of the building structure available to offset subsequent summertime daytime cooling loads Variable Speed Drive systems HVAC system designs are increasingly incorporating variable speed drives VSDs to provide control and reduce the energy consumption of the motors on f
6. for England amp Wales Issue 5 0 Dimensions Convention 1 June 2010 17 January 2011 Dimensions Convention Horizontal dimensions Consider Building 7 an Building 2 e Plan view of two buildings in a terrace Separated by a party wall Building 1 has two zones e Wall types Perimeter surrounds each building external and party walls 7 Paniion gt 4 Internal refers to walls within each building partitions Generally follow RICS definition of Gross Internal Area Need to measure e Inside perimeter walls e Mid point of internal walls e Party walls are perimeter so measure to surface not mid point Openings e Inside structural opening w x h e Not just glass area e Percentage glazing is as viewed from inside i e percentage of wall area to full zone height defined below e 100 Glazing Enter a wall of total area Enter glazing with same area or as 100 Zone height and element areas Generally zone height is top of slab to top of slab for ground and intermediate floors or soffit eaves level at roof level e For ground and intermediate floors Zone height is top of floor to top of floor e For top floors with flat roof Zone height is top of floor to soffit underside of roof slab Page 21 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Dimensions Convention continued For top floors with pitched roof but fla
7. may need to be something for smoke control in case of fire The atrium itself is not maintained to the conditions set by the activity database for adjoining spaces The technical purpose of the atrium can be one or more of the following e Providing a buffer between the thermal conditions in the adjoining spaces and the exterior to reduce the direct impact of the exterior on those zones In this case it should not be maintained to conditions as though it is occupied If it is conditioned and the features below do not apply in this context it is not considered to be an atrium e Providing a means for daylight to reach the middle of deep plan spaces that would otherwise not receive it e Encouraging stack effect or other passive ventilation to draw extract air from the adjoining spaces Automatic Blind Control In this context internal or inter pane but not exterior blinds that are motorised so that the position can be modified to control solar heat gain and or glare controlled by automatic sensors The control regime must also open the blinds as the heat gain and or daylight levels decrease so that the use of these natural resources can be optimised for each zone Note that exterior shading devices can be modelled using ISBEM in the definition of each window however SBEM currently does not model the re radiation effects of blinds where solar gain has entered the space before it is modulated by the shading device Demand Controlled Ventilati
8. structural opening 4 Geometry Light Wells Light wells to be treated as external envelopes 1 June 2010 4 02 All atria to be treated as Level 5 NDEPC assessment feature Refer to accompanying Level 3 Level 4 1 June 2010 and Level 5 decision flowchart and notes Issue 1 15 March 2010 4 03 Dimensions Horizontal and vertical inc zone height measurements to be carried out in accordance with 1 June 2010 diagrams and notes in CEPC Dimension Conventions documentation Page 7 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 4 04 Measurement Calculated values entered into the software for the purpose of an EPC calculation must be provided 21 January 2013 Accuracy for with supporting calculations presented for audit Distance Area The minimum level of accuracy for calculated values entered into the software for the purpose of an and Volume EPC calculation is 2 decimal places i e 2 places after the decimal point for any given value All measurements entered into the software must be recorded to at least 2 decimal places on site notes Where the required level of measurement accuracy is not possible the reason must be recorded Roofs With Where the external roof of a zone or an individual component has a horizontal internal ceiling the 21 January 2013 Multiple roof shall be entered as having a horizontal orientation and the area of the roof shall be the total Components horizontal internal surfa
9. the case light pipes should be modelled in SBEM as follows Page 4 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 e Light pipes will be modelled as roof lights using the glazing type Roof light skylight twin skin with no frame e Additionally if suitable evidenced number of panes U values T solar or L solar values are available then these should also be utilised e Automatic daylight zoning will apply e Each sun pipe should be modelled as a roof light as above with the area equivalent to the cross sectional area of the light pipe in a horizontal plane e g the area of the circular opening for circular pipes Adjacency Unless evidence to the contrary is readily and easily available all buildings adjoining that building or 1 June 2010 Assumed part building which is being assessed are assumed to be conditioned unless they are of Planning Party Walls Class B2 to B8 in which case they are assumed to be unconditioned where appropriate Removed from Issue 5 0 1 September 2014 3 04 Frame Factor The Frame Factor within SBEM is set at 10 by default The assessor should amend this figure 17 January 2011 3 07 Appropriate Use The following must be observed whenever an assessor is introducing their own U and Km values for 21 January 2013 of U and Km building elements rather than selecting pre defined values from the SBEM database Values 1 The use of assessor defined values b
10. 10 I s Person Shops and Supermarkets 10 Sports Hall Squash Courts Gymnasiums 6 Stores and Warehouses 6 Swimming Pools 10 Tea Making 10 Toilets 10 Utility Rooms 20 Welding Shops General Extract 30 Page 26 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 ma SBEM Weather Locations 1 February 2012 HI e CL2_1 SBEM CEPC CL2 1 SBEM Weather Locations Lc Weather Locations F a EES aF dinburgh EH ghtewcastle Upon Tyne SR H al elfast Norwich oy aie ae F L Plymouth Page 27 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 m Roofs With Multiple Components 21 January 2013 Roofs with Multiple Components Horizontal internal ceiling Example 1 Horizontal internal ceiling Example 2 No horizontal internal ceiling Roof structure with number of pitched components Page 28 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 10 07 Zones Without Fixed Conditioning Equipment 1 September 2014 Zones Without Fixed Conditioning Equipment Page 29 of 29
11. Non Domestic EPC Conventions for England amp Wales Issue 5 0 The conventions in the following pages have been agreed and approved by the Non Domestic Energy Performance Certificate NDEPC Conventions Group Membership of the group is open to all Accreditation Schemes as part of the on going work to standardise the assessment process and to ensure a uniformity of approach that will assist Accreditation Schemes and Energy Assessors The Group has been set up with the approval of DCLG These conventions issue 5 0 which apply to assessments in England and Wales only have been sent to you by your Accreditation Scheme and must be applied by all NDEPC accredited Energy Assessors This also applies to those Energy Assessors currently in training To enable Accreditation Schemes Energy Assessors and training providers to manage the implementation process successfully please note that not all conventions are applied on the same date For audit and management purposes the conventions must be applied on the dates shown in the lmplementation Date column on the right hand side of the table These conventions will be included as part of future quality assurance checks of the assessments you have undertaken and the EPCs you have produced thereafter New and amended conventions for v5 0 are highlighted by a light blue background The conventions are designed to improve the quality and accuracy of NDEPC The conventions will therefore supersede any pr
12. Seasonal Efficiency for all boilers 1 Use ECA product list part load values at 30 and 100 these should be used to calculate the seasonal efficiency as per the Non Domestic Building Services Compliance Guide NDBSCG 2 Use ECA product list full load value when part load values are not given 3 Use current SEDBUK values where available 4 Use either manufacturer s information or boiler plate information or information from manufacturer s technical helodesk Where a gross efficiency value is established for a non condensing boiler then a deduction of 0 05 i e 5 should be made to it to convert it to an appropriate seasonal efficiency 5 Use SAP tables up to 70kW output 6 Use suitable SBEM default it is essential for the site notes to provide evidence as to why the above methods were not used to obtain a more accurate value i e by providing evidence of failed attempts In addition to any boiler efficiency values established from the above the relevant heating credits should be added by following the guidance in the NDBSCG Net efficiencies values must be converted to gross efficiencies as per the NDBSCG Electric HWS Where an electric system has no storage then it should be entered as an instantaneous system 17 January 2011 With and with grid supplied electricity as its fuel and a seasonal efficiency of 1 i e 100 Without Storage Where an electric system has some any storage then electric insta
13. Ventilation with Enhanced Thermal Coupling to Structure This is a further development of the Night Ventilation strategy such that significant components of the building structure in addition to its ordinary surfaces are exposed to night ventilation in order to enhance the building s capability of offsetting daytime cooling demands An example of this procedure is the TermoDeck system where night ventilation is passed through ducts in the solid floors of the building thereby increasing the coolth contained in the thermal capacity of the building structure available to offset subsequent summertime daytime cooling loads Demand Controlled Ventilation Is defined as supply and or extract ventilation that is modulated to match the needs of the actual occupation level of each zone rather than operating at a constant level defined by the activity database Thus the energy required to adjust the condition of the supply air and that required to move the air can be reduced The rate of ventilation would typically be controlled by presence detectors CO sensors or another device that senses the varying requirement Automatic Blind Control In this context internal or inter pane but not exterior blinds that are motorised so that the position can be modified to control solar heat gain and or glare controlled by automatic sensors The control regime must also open the blinds as the heat gain and or daylight levels decrease so that the use of these natur
14. al resources can be optimised for each zone Note that exterior shading devices can be modelled using iSBEM in the definition of each window however SBEM currently does not model the re radiation effects of blinds where solar gain has entered the space before it is modulated by the shading device Atrium In this context a non continuously occupied interior space within a building often several stories high bounded on at least one side by occupied spaces set to the conditions determined from the activity database There may or may not be building elements Such as glazing surrounding the atrium although there may need to be something for smoke control in case of fire The atrium itself is not maintained to the conditions set by the activity database for adjoining spaces The technical purpose of the atrium can be one or more of the following e providing a buffer between the thermal conditions in the adjoining spaces and the exterior to reduce the direct impact of the exterior on those zones In this case it should not be maintained to conditions as though it is occupied If it is conditioned and the features below do not apply in this context it is not considered to be an atrium providing a means for daylight to reach the middle of deep plan spaces that would otherwise not receive it encouraging stack effect or other passive ventilation to draw extract air from the adjoining spaces Page 20 of 29 Non Domestic EPC Conventions
15. ally 1 September 2014 conditioned individual shop in a shopping centre 1 The unit has local heating or Air Conditioning and receives unconditioned central fresh air from the plant room This unit should be assessed in SBEM with the local heating plus mechanical ventilation to the affected zones The level of assessment will depend on the type of system conditioning the room Please refer to assessment level decision flowchart Appendix 10 02 2 The unit has local heating or Air Conditioning and tempered fresh air from a central location This unit should be modelled as item 1 above 3 The unit is supplied by a centrally conditioned system in addition to local devices In these circumstances the following should be followed The zone should be split into a number of zones to match the number of HVAC types All of the zones envelopes including glazing should be equally split and entered into each relevant zone along with the appropriate respective HVAC type 7 Lighting 17 January 2011 7 01 Lighting Options in SBEM lf a building s original lighting design is available and there is no discrepancy between that and the observed lighting within the building the wattage and lux values from that design should be entered using the Full lighting design carried out option in SBEM If complimentary values are not available i e both values from the same lighting design the lighting design s must not be used lf the ci
16. ance with CL6 07 within Conventions Issue 2 However where it is not possible to identify all of the equipment in any given zone the defaults shown in the table above for Assumed Extract Rate shall be used In addition in order to remove a degree of the process power of the fan itself the assessor should select the following additional default exhaust specific fan power values e SFP 0 4 for the circumstance where the fan is within the zone e SFP 0 6 where the fan is outside the zone Identifying Where a zone is without any form of fixed conditioning appliance s and there is evidence that there 1 September 2014 would not be any direct conditioning but at least 50 of the surrounding envelope area including walls floors ceiling roof is adjacent to directly conditioned spaces then it will be assumed to be indirectly conditioned Indirectly Conditioned Zones The zone will be assigned the same HVAC as that which is adjacent to the opening of the indirectly conditioned area The energy assessor should provide suitable evidence to show that there is no fixed direct conditioning and that at least 50 of the surrounding area is conditioned i e a floor plan and or photos of unconditioned zone Page 13 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 6 14 Individual Shop Units in Shopping Centres There are three scenarios that should be dealt with when assessing a locally and centr
17. ans and pumps The term Variable Speed Drive describes the equipment used to control the speed of pumps fans and compressors Variable speed drives may be purely mechanical electromechanical hydraulic or electronic It is generally accepted that variable speed pumping systems offer significant benefits compared to constant flow systems For alternating current AC electric motors this is achieved by controlling the frequency and or voltage of the electrical power supplied to the motor As the motor reduces the operating speed of the fan pump or compressor the power required to operate the system is greatly reduced Page 18 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Commercial EPC Delivery Updated Assessment Level Decision 1 June 2010 17 January 2011 Flow Chart 1 February 2012 30 November 2012 Page 19 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Assessment Level Decision Flow Chart Accompanying Notes Night Ventilation Strategy Can be defined as the presence of suitable systems controls and operating strategy such that overnight ventilation passive and or mechanical is used to cool down the exposed building mass and thereby offset daytime cooling demands If no such operation and subsequent offset is possible through the automatic operation of systems and controls then night ventilation strategy is deemed to be not present as part of the building energy asset rating
18. ate 4 Uand Km values not specific to the building being assessed and introduced from sources other than the SBEM approved database are not acceptable for an EPC assessment 3 08 Strongly Where ventilation specifications are available strongly ventilated spaces shall be defined as such in 21 January 2013 Ventilated accordance with the table below Ha D For an envelope separating the considered zone from the outside air or water Strongly ventilated spaces For an envelope separating the considered zone from a space provided with one or more permanent openings i e that cannot be closed with a capacity for the supply of fresh air and extract of inside air determined according to section 5 3 of NEN 1087 of at least 3x10 3 m3 s per m useable Area Unheated adjoining space For an envelope separating the considered zone from an unheated adjoining space other than meant under Strongly ventilated spaces Conditioned adjoining space For an envelope separating the considered zone from another conditioned zone Underground For an envelope separating the considered zone from the ground Same space For constructions representing the internal envelopes that separate contiguous zones which have been merged into one zone i e the envelope is contained within the merged zone ISBEM User Guide February 2012 Table 9 Options for Connects space to field for envelopes Note that a strongly ventilated space is an al
19. ce area exposed to the conditioned space The roof pitch angle shall be entered as the SBEM default of 45 degrees See Roofs with Multiple Components 10 06 Horizontal internal ceiling Examples 1 and 2 Where a horizontal internal ceiling is not present the roof area shall be that of the internal surface area exposed to the conditioned space and the orientation shall be the compass position that is faced by the pitched component The pitch angle shall be the angle of the component to the horizontal See Roofs with Multiple Components 10 06 No horizontal internal ceiling Where a roof structure is constructed of a number of pitched components then each shall be addressed individually and entered as separate components as part of the model however if individual components have exactly the same set of properties they can be entered as one envelope comprising of the sum area of the components See Roofs with Multiple Components 10 06 Roof structure with number of pitched components Page 8 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 5 Global Building Services 5 01 Electric Power Electric power factor within SBEM must be left at the default value of lt 0 9 unless you have provided 21 January 2013 Factor a photograph of the power factor correction device and or other compelling evidence to amend this figure Where only a photograph of the power factor correction device is available the
20. d 1 September 2014 1 February 2012 1 February 2012 Non Domestic EPC Conventions for England amp Wales Issue 5 0 B Instantaneous Hot Water Systems Multiple instantaneous systems having the same fuel type and assumed efficiency can simply be entered as one system and allocated to all zones as appropriate Zones Without This convention provides the procedure to be followed in the circumstances where an energy 1 September 2014 Fixed assessor comes across zones that are without any form of fixed buildings services Conditioning Equipment The flow chart in Appendix 10 07 provides the approach an energy assessor should take in these circumstances Energy assessors should ensure that they can provide evidence to justify the option selected at each decision point in the flow chart Assessors will apply the procedure illustrated within 10 07 Zones without fixed conditioning equipment For the purposes of this convention the SBEM activity types where it is acceptable for the activity concerned to have no conditioning where no systems are present are as follows Circulation Areas Plant rooms Store rooms and Warehouse Storage Industrial process area Car park In these circumstances the SBEM HVAC type will be identified as Zones without HVAC system Kitchen Area All kitchen area extraction devices are to be included as part of the SBEM assessment process in September 2014 order to account for the additional
21. een recorded in line with the Society of Light amp Lighting s Code for Lighting 2009 Evidence of achieving a complete blackout of windows and the required calculations to establish the grid size for the measurements taken must be provided Mixed Lighting Where a zone contains both general lighting and display lighting and for the selected activity SBEM 17 January 2011 in a Zone in assumes the presence of display lamps then the display lighting and the general lighting must be SBEM entered as display and general lighting respectively Where a zone contains both general lighting and display lighting and for the selected activity SBEM does not assume the presence of display lamps then the zone must be subdivided to create additional display zones to represent the display lighting A suitable display activity should be used for the display zones and appropriate lighting entries entered The remains of the original zone must have the original activity and only the general lighting is entered into the zone s Where a zone contains a mixture of lamp types providing general lighting no display lighting across the entire zone such that simply splitting the zone to reflect the lamp s locations is not practicable then the following method should be followed 1 The proportion of the zone s area lit by each lamp type should be established 2 The zone should then be split into a number of zones to match the number of lamp t
22. energy requirements for the conditioning of higher air change rates l e extractor hoods are no longer to be disregarded and are to be assessed as part of the extraction rate for the zone s concerned Extraction If performance details of the units are unknown then defaults should be assumed in accordance with CL6 07 Estimating Local Mechanical Exhaust rates in existing buildings with the following table provided for additional guidance Description SBEM Activity CEPC 6 07 Assumed Vent Room Type Extract Rate a c per hour Small kitchen or kitchenette or tea Generic Office Tea making making facility with a single wall or was Tea Making window extractor fan only Very limited food preparation activities taking place Page 12 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Domestic type kitchen with a Food preparation Kitchen single cooker hood extraction unit domestic and or a single wall or window extractor fan and limited food preparation activities Non domestic kitchen with Food preparation Kitchen multiple cooker hood extraction non domestic and or multiple wall or window extraction units Extensive food preparation activities e g kitchen serving restaurant canteen residential schools colleges etc Assessors should endeavour to obtain and utilise the performance details of all extraction equipment identified as part of their assessment in accord
23. evious assessment process including the iSBEM manual The conventions outlined in this log should be used unless they conflict with the requirements of Part L Building Regulations in which case Part L always takes precedence With this in mind further conventions are being discussed and developed by the Conventions Group and these will be released to you in stages If you have any questions about the conventions you must feed them back to your Accreditation Scheme not to DCLG so the issue you have raised where appropriate can be discussed at a future meeting of the Conventions Group The conventions must be applied as issued even if you believe there may be a convention that requires further clarification until such time as the Conventions Group have had the opportunity to discuss the issue you have raised in more detail Any subsequent change to the conventions will then be circulated to all NDEPC Energy Assessors Convention Implementation date 1 Fundamentals Single Metering Where part of a building Refinement is being assessed for New Build Compliance or EPC purposes 1 September 2014 with Multiple AND the building has Renewables Apportionment a Photovoltaic PV panels affixed to the building and FPV b One electricity meter serves the whole building and OUEN c The PV is attached to the meter in the building Page 1 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 the area of PV shall be
24. hted input so that all heat loss gain and thermal average vertical wall height mass is calculated If it has the same activity or is Note that zoning for daylit areas must inaccessible then merge with be carried out manually in these circumstances do not use automatic daylight zoning auditorium and enter zone area as though the floor is flat La x d However the sloping floor area must be input so that thermal e For cubical rooms under the sloping floor mass is calculated Zone height top of slab to top of slab hs Page 23 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Dimensions Convention continued e For rooms with mono pitched ceiling Zone height is top of floor to weighted average height of all external walls Nay Area of roof A is as seen from underside i e L4 x zone depth U value from under ceiling to outside roof is U Use total area of external gable wall Note that zoning for daylit areas must be carried out manually in these circumstances Average of external wall heights e lf there is a horizontal ceiling under the mono pitched roof Level with or below eaves zone height at eaves Above eaves zone height average exposed wall height Roof area would have to be divided into areas with different U values with and without void e Curved roof all buildings with curved roof sections shall be approximated as in the diagram
25. idence is utilised there must be a demonstrable link between visual observations taken on site and the additional documentary evidence used A common example is the identification of boilers where a visual inspection might be inconclusive on its own but the identification of a Model No from the site inspection can be directly read across to a manufacturer s data sheet in order to identify the boiler efficiency If that direct link cannot be made then the additional documents cease to be acceptable documentary evidence This principle must be applied in all cases where documentary evidence is used i e there must be a direct identifiable link between the data observed and recorded on site and the additional information obtained from the documents via a part no model no etc lf the Assessor is confident with the source consistency and the quality of the information provided including letters and emails and it agrees with the visual observations on site then this should be adequate for the process otherwise the information should not be used 3 Project Database 3 01 Light Pipes HOUSH HH A 1 June 2010 Amended 1 The modelling of light pipes using SBEM will only be considered where the pipes do not pass through September 2014 a complete building storey in order to serve the storey below in these circumstances consideration should be given to the use of a dynamic simulation model in order to model correctly Where this is not
26. lected the assessor must provide evidence detailing why the default value has been selected to enable their Accreditation Scheme to verify appropriate use of default values during Quality Assurance processes Use of default values should be avoided where possible The SBEM default value of 25 m hr m for all existing buildings shall be amended as follows 1 June 2010 e Less than 10 m hr m only with an accredited air pressure test result Air Permeability Amended 30 November 2012 e 10 m hr m buildings gt 500 m built to 2002 Building Regulations or later e 15 m hr m buildings lt 500 m built to 2002 Building Regulations or later and buildings built to 1995 Building Regulations Page 2 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 e 25 m hr m buildings built to Building Regulations pre 1995 e 35 m hr m to be considered where buildings are pre 1995 regulations and where suitable evidence of high permeability exists e g single skin metal clad structure within Planning Use Class B2 B8 with large roller shutter doors and poor constructional details etc SBEM Weather For EPCs in England amp Wales select the weather location closest to the subject address using the 1 February 2012 Locations Excel lookup file based on the Postcode Area the initial 1 or 2 letters in the first part of the postcode For EPCs in Northern Ireland the software should auto
27. matically default to Belfast See SBEM Weather Locations 10 05 Planning Use The Energy Assessor is not responsible for establishing the official authorised Planning Use Class of 1 February 2012 Class a particular building However if Assessors are provided with the authorised Planning Use Class from a suitable source then this should be entered as the Building Type under the building General Details data entry form Otherwise the Building Type will be based on the Assessor s visual assessment of the building on the day of inspection In both cases the Assessor is at liberty to alter the Building Type on a zone by zone basis as necessary in order to model the activity types as seen The Assessor should as a matter of course record and be able to provide evidence for the selection of the main building type chosen and any subsequent changes made to the building type at zone level 2 06 As Built Data Documentary evidence provided by the client s design team upon which the Energy assessor is 1 September 2014 relying to produce an EPC shall be the As Built documentation only Suitable evidence will include but not be confined to Drawings which clearly indicate they are the As Built drawings OR drawings accompanied by a statement from the designer s stating the drawing numbers and issue and the drawings are As Built As Built specification documentation accompanied by a statement from the designe
28. ntaneous system should NOT be used and Stand alone water heater should be used Where such a system also has its losses or volume and insulation details entered then the efficiency of the system should be 1 i e 100 HWS The presence of storage losses MUST be entered for all storage systems and this should be done 17 January 2011 Efficiencies and where possible by entering the losses in MJ month in preference to the volume and insulation type Storage Losses and thickness The source information Such as manufacturer s data and or calculation must be included in site notes Where losses cannot be established then the volume and insulation details should be entered Where the volume cannot be readily established via external visual inspection and or paperwork it should be estimated as follows the external dimensions of the unit will be used as if the storage vessel completely fills the unit with no deduction for insulation thickness Where the insulation type cannot be readily established via survey and or paperwork it should be assumed to be uninsulated Where details of the HWS are unavailable or there is no system then the HWS shall be entered as an instantaneous system with no storage with a seasonal efficiency of 0 5 i e 50 Where the fuel type can be readily determined then the appropriate fuel tyoe must be entered otherwise grid electric should be assumed Page 10 of 29 Non Domestic EPC Convention
29. on Is defined as supply and or extract ventilation that is modulated to match the needs of the actual occupation level of each zone rather than operating at a constant level defined by the activity database Thus the energy required to adjust the condition of the supply air and that required to move the air can be reduced The rate of ventilation would typically be controlled by presence detectors CO sensors or another device that senses the varying requirement Fixed Building Services Are those which are directly attached or connected to the building and cannot be removed disconnected without the use of tools A portable electric heater with a plug allowing it to be removed from the building without the use of tools is not considered a fixed building service Although the presence of such a system clearly shows there is an expectation of conditioning and an EPC is required Light Pipes A light pipe is a tube pipe consisting of internal reflective surfaces which channels daylight to an internal area Page 17 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Lightwell A lightwell is a space surrounded by the walls of a building but that has no roof or glazing above it It is therefore similar to a courtyard in appearance The walls that surround the lightwell are exposed to external alr Mixed Use building A building that incorporates both commercial areas and residential spaces Night Ventilation Strategy Can
30. power factor shall be amended to 0 9 to 0 95 Compelling evidence includes the following e Photographic evidence if the photograph can confirm the actual power factor figure from the device then select the most appropriate figure within the SBEM power factor drop down options If the photograph cannot confirm the actual figure but shows evidence of the power factor device then the assessor shall select the option of 0 90 0 95 within SBEM for the power factor value Equipment specifications name plates specification manuals and printouts from Building Mechanical Services BMS systems Utility bills Power factor calculations conducted by electricians and power engineering specialists Meter readings incorporating reactive unit consumption and appropriate calculations Variable Speed Ignored unless using approved DSM software which allows for this input option 1 June 2010 Pumps Other than Central 6 02 Passive Stack Treat as per natural ventilation 1 June 2010 Ventilation 6 03 Electric Room Any form of fanned or unfanned electric room heater whether panel bar convector or storage heater 1 June 2010 Heaters shall have a user amended efficiency of 1 i e 100 Page 9 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 6 04 LTHW Boller The following hierarchy should be followed to establish suitable values for the Effective Heat 17 January 2011 Efficiencies Generating
31. r s confirming that the specification is As Built Commissioning documentation including air permeability test certificates ductwork leakage test certificates air handling units leakage test certificates Power factor correction documentation Statement from designer s of As Built U values or As Built calculations supplied by design team Documented and dated specific answers to As Built questions raised by the Energy Assessor to the design team to confirm details for the production of the EPC e g Lighting design specific fan powers BMS details district heating carbon emissions Letter from the architect engineer stating that the As Built building has not changed from the As Designed specifications Page 3 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 It is not acceptable to use Design documentation only for the production of an EPC Acceptable Potential Types of Acceptable Documentary Evidence not exhaustive 1 September 2014 Documentary Evidence Building Control sign off sheets Technical design information Manufacturer s technical data sheets Calculations from an accredited individual Installation record Safety records checks Service maintenance record schedule Purchase Order Delivery Note Operation maintenance manual User guide instructions Letters Emails from the architect engineer manufacturer s technical support General rule in all cases where documentary ev
32. rcuit wattage and lux levels can be accurately recorded by the assessor see Use of Lux Level Meters 7 02 the option for Full lighting design carried out should also be used and the appropriate values entered Wattage and lux values must not be entered separately nor is it acceptable to input assumed wattage or lux values from BSRIA publications or other reference documents or to accept or use software suggested default value lf the circuit wattage and lux values cannot be ascertained by either of the above methods it may be possible to use the Lighting chosen but calculation not carried out option where the lumens per circuit wattage must be entered calculated in line with building regulations guidance This may not be possible for all zone activity selections The evidence of how the values for lamp lumens and circuit wattage must be provided in the site notes If none of the above options are applicable the Lighting parameters not available option should be chosen and the appropriate lamp type for the zone should be selected For zones with a mixture of lamp types please see Mixed lighting in a zone 7 03 If no lamps are present please see Missing Lamp Selection 7 05 Page 14 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 7 02 Use of Lux Lux level readings taken by an assessor may only be used for the production of an EPC if the 17 January 2011 Level Meters readings have b
33. re dormer windows i e window bays that project through the roof Do not adjust zone height for the dormer windows Zone manually for daylit areas if the glazing gt 20 of vertical wall area Enter the glazing details and areas as normal Note that zoning for daylit areas must be carried out manually in these circumstances Page 25 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 10 04 Local Mechanical Exhaust and Ventilation Rates 1 June 2010 17 January 2011 Local Mechanical Exhaust and Ventilation Rates Room or Building Air Changes per Hour Assembly Rooms 10 Bakeries 30 Banks Building Societies 6 Bathroom non domestic without Shower 8 Bathroom non domestic with Shower 20 Bathroom domestic 10 Bedrooms 4 Boiler Rooms 30 Caf s and Coffee Bars 15 Canteens 12 Cellars 10 Cinemas and Theatres 10 Club Games Rooms 10 Compressor Rooms 20 Conference Rooms 10 Dairies 10 Night Club Disco 20 Dye Works 30 Electroplating Shops 12 Engine Rooms 30 Entrance Halls Corridors 5 Factories and Workshops 10 Fitness Centres 12 Foundries 30 Garages workshop 10 Glass houses 60 Hairdressing Salons 15 Hotel Bars 10 Kitchens Non Domestic 40 Kitchens Domestic 15 Laboratories 15 Launderettes Laundries 15 Lecture Theatres 10 Libraries 4 Living Rooms 6 Meeting Room 10 Offices 6 Photo and X ray Darkrooms 8 Public House Bars 15 Recording Studios 12 Restaurants 15 Schoolrooms
34. s for England amp Wales Issue 5 0 6 07 Estimating Local Mechanical Exhaust Rates in Buildings Estimating the Specific Fan Power SFP in Existing Buildings Reversible Extract Fans Hot Water Storage Vessels Where it is not possible to obtain details of the fan performance from the Fan nameplate or Building Logbook Operation amp Maintenance manual etc during the Site Survey an approximation of the of the air flow rate in s m often written as I s m in SBEM can be established by using an appropriate ventilation rate from the attached table Local Mechanical Exhaust and Ventilation Rates and converting this to I s m using the zone height do not adjust the height measurement used to compensate for an internal ceiling It is not acceptable to use an arbitrary value such as 51s m or a software applied default for extraction rates where the mechanical extraction rate is unknown Where the fan power motor can be established from the fan nameplate or Building Logbook Operation amp Maintenance manual etc during the site survey the established power will be used to calculate the SFP If the power rating of a fan is Known in horsepower then it shall be converted using the approximation of 1 horsepower 746 Watts Where specific fan performance details are not available the W I s value shall be amended as follows for existing buildings e 1 5 W s buildings built to Building Regulations pre 2006 e 0 5 W s
35. t ceiling Zone height is top of floor to underside of soffit eaves level U value is from under ceiling to outside roof including insulation wherever it is e that is consistent with the area being entered Area of gable wall is that below soffit eaves level i e length Ly x h e For top floors with pitched roof and dropped ceiling with or without insulation at ceiling level Zone height h is top of floor to underside of soffit eaves level not ceiling U value is from under ceiling to outside roof Side and end wall areas are calculated to soffit eaves level i e dropped ceiling is treated as though it is at soffit eaves level e For rooms with pitched ceiling e g where ceiling is fixed in line of pitched roof Zone height h4 is top of floor to U underside of soffit eaves level not average room height Roof heat loss area is as seen from underside of ceiling i e L x d zone depth h U value is from under ceiling to 4 outside roof U End wall area is whole gable up to roof apex as this is all exposed to inside temperature e fthere is a horizontal ceiling half way up the pitched roof split the area into The part with a void L using the U value including the void U 1 The part where there is no void Ly L3 using the U value without a void Ur2 Lone height is still to underside of soffit eaves level So the general rule is always to input
36. ternative to an unheated adjoining space only and is not selected in any other circumstances Where appropriate ventilation specifications are unavailable a zone will be considered to be a strongly ventilated space if it is unheated and is one of the following 1 Any part of the building being assessed that is identified with the activity of car park 2 Any non heated cooled industrial process area that has mechanical extraction ventilation serving the whole of the zone in order to accommodate the on going processes 3 Any area that has deliberate fixed openings in order to provide significant natural ventilation e g a Aplant room with louvered doors vents for provision of combustion air b A naturally ventilated internal underground or basement store area with fixed openings Note that windows that are left permanently open are not categorised as fixed openings If in any doubt the assessor is to assume the presence of a strongly ventilated space as a worst case default position Site notes evidence to be provided accordingly Page 6 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 3 09 Transparent The description of curtain walling in the SBEM database refers to solid or opaque wall construction 21 January 2013 Curtain Walling only and therefore the U and Km values applied to this construction type do not include areas of glazing or translucent materials within the wall space Areas of glazing or
37. the area exposed to the inside temperature and the U value between this surface and outside Page 22 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 Dimensions Convention continued e Intermediate floors with suspended ceilings and raised floors Zone height is top of floor slab to top of next floor slab e g h SO ignore the suspended ceilings and raised floors for the purposes of e zone height e surrounding wall areas But include their impact on Kappa values of the slabs above and below so that thermal mass effects are calculated correctly With suspended timber ground floor and ventilated void below Zone height is top of suspended floor surface to top of first floor surface hst Where the floor U value is calculated it should take account of the ventilated void Us When there are walls of different heights to consider For sloping floors and ceilings e g auditoria lf the activity above and under the floor is the same or the void is inaccessible choose normal zone height otherwise zone height weighted average external wall height ha Naz Nag etc from where floor adjoins each wall to top of floor above Zone area A is projected area plan area as per RICS GIA standard Don t forget this void is another Make sure in addition that all external Zone if it has a different activity and internal wall and slab areas are Its zone height area weig
38. translucent material within a curtain wall should be treated as glazed areas and assessed following the SBEM methodology and iSBEM User Manual See also Dimensions Convention 10 03 Appropriate For activities such as veterinary or similar building where space for housing animals is conditioned on 1 September 2014 a 24 hour basis 7 days a week assessors should use the C2A Secure Residential Institutions as the building type and select the Cell police prison as the activity type the temperature values for this activity type are the closest to those associated with housing animals overnight Activity Selection For Animals Housed Overnight For veterinary and similar buildings where there is no overnight stay or storage for animals then C2 Residential Institutions Hospitals and Care Homes should be used at zone level and the animal holding area should be assessed as store room Secondary Where secondary glazing is present in existing buildings select from the Project database Library the 1 September 2014 Glazing following option Acoustic double glazing with 200mm interpane gap The frame type shall be the framing material used for the outer pane only Multiple Window Where any window has frames made of multiple frame types e g timber outer frame and metal 1 September 2014 intermediate frames the assessor shall select the frame type for the material that is in direct contact Frame Types yP with the
39. y Level 3 qualified assessors is only appropriate where the values have been calculated by a suitably qualified and accredited person organisation or have been taken from an as built design specification document Suitable qualification accreditation is through membership of a recognised U value calculation competency scheme BBA TIMSA UK OCDEA membership England amp Wales Northern lreland or any other scheme formally agreed between Accreditation Schemes Approved Organisations and Government Where U or Km values not calculated by the assessor or introduced from the SBEM database have been used for the SBEM assessment a copy of the documentation stating the introduced values must be provided if called for audit with notes describing the validity of the values used The source of the values will be added to the EPC Audit section of the software used for production of the EPC If both the U and Km values for a specific building element have been introduced by the assessor then both values must come from the same source Page 5 of 29 Non Domestic EPC Conventions for England amp Wales Issue 5 0 3 Where the U and Km values used in the EPC assessment have been calculated by the assessor the values used for the fabric elements pertaining to Thermal Conductivity Thermal Resistance Fabric Density and Specific Heat Capacity must be taken from the same source to ensure that the relationships between the values used are appropri
40. ypes and for each lamp type the relevant proportion of the zone area and all of the zone s envelopes including glazing should be entered into each relevant zone along with the appropriate respective lamp type Display Lighting Where zones incorporate an activity whereby SBEM automatically assumes the presence of display 17 January 2011 lighting but none is actually present the display lighting efficiency for SBEM shall be entered such that it is the same as that of the general lighting present in that zone Where possible this should be calculated but as this requires detailed measurements of the Im and cW this is not usually practical in existing buildings The following default values should therefore be used 1 For all general lamp types except Tungsten or Tungsten Halogen you must enter that the display lighting uses efficient lamps and enter 50Im cW in the relevant Lumens per circuit wattage box 2 For Tungsten or Tungsten Halogen general lamps you do not enter that the display lighting uses efficient lamps and you do not have to enter a value in the Lumens per circuit wattage box Missing Lamp Where a lamp type is to be selected for a zone but no lamp is currently fitted the assessor should 1 February 2012 Selection select the least efficient lamp type that can be housed in the installed light fitting If no light fittings are observed or the acceptable lamp type s cannot be ascertained the default selection of tungsten

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