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Contents
1. TOPICS THIS ISSUE Launch of the Life Long Learning programme for His and DEAs Why is it important Where and how should record my life long learning Can other material count towards my life long learning When should return my life long programme QSAP software and EPC lodgement procedures guidance 1 Assessment good practice Software data entry Review of draft PDF Lodgement of the EPC Need for revision creating a duplicate RdSAP FAQs of the Month e Heating and Hot water e Dwelling Details e Recommendations CONTACTS HI DEA Accreditation Scheme Manager Bucknalls Lane Garston Watford WD25 9XX T 0845 863 0014 E enquiries breassessor co uk E enquiries breinspector co uk www breglobal co uk www breassessor co uk ISSUE JUNE 2008 FOR His AND DEAs BRE are pleased to issue guidance and suggested materials to assist with the requirement for Life Long Learning see the link in the Members Area of our websites www breassessor co uk It is essential to keep up to date with developments in your profession in order to always give the best and most professional service to your clients Almost all professions have this requirement and Energy Assessors and Home Inspectors are no exception It is also a requirement of the Scheme Standards set by Communities and Local Government that members undertake life long learning and CLG will audit schemes to make sure that members are up to date2. have is should the length of a sheltered wall be included in the heat loss perimeter as well as being recorded in the sheltered wall section or should it only be entered into the sheltered wall section am confused A2 The sheltered wall length should be included in the heat loss perimeter and also recorded in the sheltered wall section This is because the software subtracts the length of the sheltered wall from the heat loss perimeter and treats it differently in the calculation Note sheltered walls are only an issue with flats and maisonettes 2 have just completed an EPC on a detached house that has an extension built onto the front Q The extension has two solid brick walls at the sides and a heavily glazed front wall The roof of the extension however is fully glazed How should this be entered into the system as it does not meet the glazing requirements of a conservatory but has a fully glazed roof and front wall AS This space should be modelled as an extension as it does not meet the requirements of a conservatory If you have measured all the windows in the property then you should select glazing much more than typical and enter the area of glazing for the main property and extension If you have not measured all the windows you should select the glazing as more than typical RECOMMENDATIONS Last night put all the data trom an inspection into the Quest software When calculated the Q results looked plausible apart trom
3. www breassessor co uk Use of pre printed site notes form s Quest or your own if not using a hand held electronic device Ensure your site notes form or field software is updated as the QSAP software is updated Produce site based sketch layout plans of every level of the dwelling annotated with relevant details e g function of each room presence of radiators TRVs and or secondary heating Take and retain relevant external and internal colour photographs sufficient for a third party to understand the dwelling see guidance on photographs in the members area www breassessor co uk Software data entry Review your site notes layout plans and photographs to ensure you have all the relevant information and an accurate understanding of the dwelling Know and follow the most up to date version of the Quest User Manual and the BRE EPC training manual both are in the Members Areas of our website Transfer relevant information trom site notes accurately or if using a hand held device check the data has been uploaded correctly Ensure you enter the Inspection Date accurately ensuring you have the correct month and year as well as the day Additional checks are now in place to validate this date field but these are not exhaustive Complete the Related party disclosure field when relevant This should include any family business or financial relationships or ties It would not normally be appropriate for a HI or DEA t
4. system could not gain access to the plant room but there is a central oil tank located outside which suggests that it is an oil fired boiler All community heating options on Quest appear to assume gas fired heating where in fact it is oil What if anything do assume here A1 You should model as a gas fired community boiler even though it is oil fired By doing this the Energy Efficiency Rating will be correct but the Environmental Impact Rating will be out by two or three points We are looking to extend the fuel type options for community heating in later versions of the software I ve just done an EPC on a house that has a back boiler as the main heating system a Baxi Q Bermuda 57 4E installed within the last 5 years according to the owner The gas fire in front is the same age and has a closed front The only secondary heating option in the software that matches the fire is Gas fire open flue pre 1980 open fronted with back boiler unit None of the other options fully fit what s actually there but the ones that come closest are not accepted by the software What should enter as secondary heating A2 The only fires that are accepted with a back boiler are the fires with codes e 601 Gas fire open flue pre 1980 open fronted e 603 Gas fire open flue 1980 or later open fronted sitting proud of and sealed to fireplace opening e 605 Flush fitting live fuel effect gas fire open fronted sealed to fireplace opening You will ne
5. with this BRE have now set guidance and identified qualifying material for your life long learning You should have received a copy of your life long learning record form together with guidance notes via email This information and the forms are additionally available trom the BRE members area www breassessor co uk The material provided for your life long learning is sufficiently varied to cover a wide selection of relevant information which we believe are relevant in keeping your understanding knowledge and skills up to date in the industry Please visit the members area of www breassessor co uk DEA or www breinspector co uk HI where you can find guidance on BRE s Lifelong learning programme THE LIFE LONG LEARNING PROGRAMME www homeinformationpacks gov uk BRE TECHNICAL UPDATE Energy Efficiency Rating no Current Potential Very energy efficient lower running costs Not energy efficient Higher running costs EU Directive 2002 91 EC Know and follow the most up to date version of the Quest User Manual and the BRE EPC training manual both are in the Members Areas of our website ISSUE 001 JUNE 2008 QSAP SOFTWARE AND EPC LODGEMENT PROCEDURES GUIDANCE Assessment good practice Assess instruction to determine if property dwelling requires an EPC see CLG guidance on HIP exceptions www homeinformationpacks gov uk industry 54_home html and the Sale of more than one dwelling
6. e The Scheme Manager and Scheme Auditor welcome feedback on this article and in particular details of any potential future topics or more detail on any of the currently featured topics The Weltome to the Energy Performance Certiicate and Home PL prop ti Peed Se dee oF Eee red YE Reed Posed b Peete margy Pademang De iig ob meray G a hi a jpj y a at of home hMhapectoi ae EN ay Serre Qt Pie i d higra Cx bahai af the Gerini ISSUE 001 JUNE 2008 Lodgement of the EPC Once you have reviewed the report outputs and the Input Data Summary and are confident to lodge select the Complete button at the top of the screen to proceed to formally lodge the EPC You will note the status of the report will change to 5 EPC once the lodgement has been automatically contirmed by Landmark Your initial legal and contractual obligations for this instruction are completed when you quote the RRN to the client and direct them towards the Landmark website www epcregister com for them to download the official PDF version of the EPC You will of course have ongoing obligations to retain your records securely for 15 years and to respond to any enquiries or complaints trom relevant parties Under no circumstances must the draft PDF version of the EPC the version of the PDF with the additional Input Data Summary at the back be sent in paper or electronic format to anyone This is not a legally valid
7. ed to select the fire that best fits the actual case Note a gas fire with a glass panel does not necessarily mean it is closed fronted if there are vents on the fire this should be treated as open fronted 3 have a decorative fuel effect gas fire that is open to the chimney Should this open chimney Q be included in the open fireplaces count in the utilities section of the software A3 The number of open fireplaces is recorded because open fireplaces effect the ventilation rate in a dwelling and hence its heat loss When an open fire is specified in the heating section the ventilation rate for the chimney is taken into account If you enter one open fire into the utilities section the software assumes that this relates to the open fire entered in the heating section If you enter two open fires in the utilities section the software assumes that there is an additional open fire to that already specified in the heating section In answer to your question if you have an open fire as main or secondary heating you should also include this fire in the open fire count in the utilities section Dwelling Details have recently carried out an EPC on a property that has a room in the roof which looks to Q be an original feature of the property i e not a loft conversion The age of the property is 1900 1929 and would therefore not expect the room in roof to be insulated as also assumed on the EPC However the owner is adamant that there is insulatio
8. n behind the plasterboard stud walls and ceilings The owner has no evidence of any renovation works carried out to the room in roof and there is no access to the eaves to check for insulation Can you advise on what to enter here A1 RdSAP assumes the level of insulation for room in roofs based on the age band as it is not possible for DEAs to measure the thickness or continuity of room in root insulation through a non invasive survey The level of insulation that RASAP assumes for each ageband is given in Table S10 of Appendix S of SAP 2005 If the room in root is original to the dwelling and there is no documented evidence of thermal improvements then you should enter the same age band for the room in roof as that for the built date of the dwelling BRE TECHNICAL UPDATE s0me guidance regarding sheltered wall lengths and heat loss perimeters Shelter Factors Hat and Maisoneties only Flat Corrie Lnkheated LAT PEALE ee Shehered wall length E 35 m for unheated omTidars Plover mumier a Floors im Wik kiaat hase Hear CONTACTS HI DEA Accreditation Scheme Manger enquiries breassessor co uk enquiries breinspector co uk 0845 863 0014 HI DEA Accreditation Scheme Auditor EPCaudit bre co uk HCRaudit bre co uk RdSAP Helpdesk RdSAP breassessor co uk 0871 894 6200 ISSUE 001 JUNE 2008 2 Could you give me some guidance regarding sheltered wall lengths and heat loss perimeters Q The question
9. o produce an EPC for a property they owned or that was owned by close family member or business partner associate Under no circumstances should the Date built field or the Lowest occupied floor Floor area m field for the main and any relevant extension addition s be left blank The software will assume that the whole part including any upper tloor s does not exist Review the suggested improvement options particularly if the property is listed or within a conservation area to ensure that options are appropriate e g double glazing may not be allowed on a listed property Delete options as necessary Ensure you enter the Floor area m2 Room height m and Heat loss perimeter m accurately to 2 decimal places and in the correct order for each relevant floor for the main and any relevant extension addition s Double check that the decimal place is entered in the correct place and not missed or mis typed as a O Review of draft PDF On completion of the data entry select the Calculate button at the top of the screen and review any error messages If the results pop up box states 404 SAP OK then review the output in the SAP Return and SAP Return 2 sections within the software screens to ensure that the output is inline with your survey data input You should have an expectation of the likely SAP score for this type of dwelling question any result you did not expect Remembe
10. ort will now exist Open the QQ1 report to find an identical copy of the original EPC Simply amend only those details that require correcting plus any other consequential fields then select the Calculate button and review the draft report all over again Remember that if the reason for the re issue is to amend an incorrect address the UPRN will also need to be changed There is the facility to re issue an EPC on the same address a second time by creating a QQ2 report but this is the limit Any more reports will require starting trom scratch again and will probably draw the attention of the Auditor Never knowingly lodge an erroneous EPC or one with a suspiciously high or low SAP rating If necessary seek advice from the RdSAP Technical Support emergency telephone helpline 0871 894 6200 before lodging Scheme Manager and Scheme Auditor welcome feedback on this article and in particular details of any potential future topics or more detail on any of the currently featured topics enquiries breassessor co uk BRE TECHNICAL UPDATE Tve just done an EPC on a house that has a back boiler as the main heating system have recently carried out an EPC on a property that has a room in the roof which looks to be an original feature of the ISSUE 001 JUNE 2008 RDSAP FAQS OF THE MONTH Heating and Hot Water have just surveyed a flat in a block which has heating and hot water supplied from a Q communal
11. r the average SAP rating for a dwelling in England amp Wales is E 46 do you expect this dwelling to be above or below average Look at the draft PDF of the EPC before you lodge the report Review the Inout Data Summary at the back of the draft PDF for any obvious data input errors or anomalies Update the software screens with any corrections and select Calculate again review output again until you are confident to lodge the report Finally ensure that your site notes and annotated layout plans fully reflect your final input data Any revisions to your report must be fully reflected in your site notes and layout plans Remember to consult the RASAP FAQs or contact the RASAP Technical Support RASAP breassessor co uk by email or telephone to seek clarification if you need additional advice or need to report a potential fault with the software BRE TECHNICAL UPDATE Wada eee bed ra PAPI HE gee ee gG jg Pjr j reres barria re iia oe iee fete e tee ae S ore per abl torati tr PCE begs F LANDMARK irka ora Horne Condition Report Reniers Find Aasmaan i Deere sirr la Dier erin Urep el g Sneed a F 4 Doreste Energy Assessor iek bere qp find an pooredings pE ob 7 de ot BS L rhe Lara eee oh SP Lae ae Retrieve an nergy Performan Rea Click here to reima ori freg Arootiibi y 40 Hep etereobian Site Polity Tre merg Fedme Cei at ee Se M Be ila ee P
12. the heating cost which read current 438 per year and potential 447 per year had the impression that any potential costs would be less or the same as the current cost Can you advise what is happening here A1 Itis possible for the potential heating costs to be higher than the current costs This typically occurs when low energy lights are recommended as some back ground heat produced from the standard light bulbs is lost resulting in the heating system having to work slightly harder to compensate hence the higher heating costs There is however an overall energy saving as the reduction in lighting costs is greater than the increase in heating costs Note this effect can also happen if a cylinder jacket has been recommended
13. version of the report and is not designed for public consumption This it Fie aot dah a hee carporent of the hyra rigig i H ah Pa GH amp Pardee d pinea Haie pr Hame Cont Cert cehe or Rome Codigo keppi ndien Rapet Kapibare are opereind by version or any part of it is for the use and retention of the named Assessor and their accreditation scheme only tiemani e Itis accepted that helpful Assessors will wish to email the PDF version of the EPC to their clients However only the official PDF version downloaded from the Landmark National Register is permissible to be sent Need to revise a lodged EPC creating a duplicate The need to revise a lodged EPC can arise following either a client enquiry or a complaint or a pro active review of an earlier EPC following a more recent instruction with similar features From an auditing perspective we would prefer if you spotted and corrected your own mistakes before we did Ideally this would be before actual lodgement but if after there is the facility to easily create a second report To re issue an EPC following lodgement first access the original report by selecting the address and opening the 5 EPC lodged version Then within the software select the Create Duplicate button at the top of the screen this is always greyed out prior to lodgement Next close the software and the record then re select the address This time below the 5 EPC report a new QQ1 rep
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