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PN 194-5 - BRE Global CSH AAPS User Manual

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1. Back Save Create Next Create Range aes Dwellings Browse The template will be displayed we x OLOA CK 88 O E 1 House Type House Name No PlotNo Street1 Street 2 _ se _ _ sl Please Note At the bottom of the spreadsheet there is a tab for a worksheet called Read Me This provides detailed instructions on how to use the spreadsheet e When all dwelling address details to be imported have been entered onto the template please save it a a ES Ee ee 1 House Type House Name No Plot No gt Street1 Street 2 Locality Area Town City County 11 House 105 1 Roberts Road High Wycombe Buckinghamshire 12 House 106 2 Roberts Road High vycombe Buckinghamshire House 107 3 Roberts Road High vvycombe Buckinghamshire 14 15 16 17 e Click on the Browse link at the bottom of the Dwelling Address details page CSH AAPS User Manual PN 194 V6 0 Page 26 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online rating below EPC No CO Rating Social Housing No Complete Duplicate for Next New Record Back Save Create Next Create Range Upload Dwellings L Download Excel template Upload Dwellings e Select the file that has been saved and click on U
2. A method for describing how credits have been achieved for a particular issue e This Spec ID not only describes how credits have been awarded but also links the number of credits awarded to a dwelling or number of dwellings e Fora development a CSH issue may have one or more ways of achieving credits across the development each dwelling on the development may have a unique specification for that issue and as such a Spec ID would be recorded for each dwelling Conversely the specification may be the same for all dwellings or may apply to the site e g some management and ecology issues are site wide where this is the case one Spec ID will be created and assigned to all or a number of dwellings e A Spec ID has one or more Evidence records linked to it to show compliance with the issue criteria and to support credits awarded in the Spec ID it is logical to create evidence records for an issue before creating the Spec ID so that evidence can be linked or assigned to the Spec ID whilst it is being created This will help to streamline the preparation of the report and save the assessor time e A Spec ID is linked to one or more dwellings to contribute to the overall score that the dwelling s achieves it is logical to ensure all address records are created prior to creating Spec ID records this will allow the assessor to link or assign Spec IDs to dwelling as the Spec IDs are being created this will help to streamline
3. a Design Stage and Post Construction Stage Assessment Online 3 2 Registration and report completion workflow diagram CSH Assessment Completion Report Registration Report Completion Assessor Login Assessor Login Select Report from Register New Assessor Work List Assessment Create Dwelling Enter Assessment Details Addresses Create Spec IDs Add Specification Details Submit Registration Add Evidence Details amp References Assign Spec IDs to Dwellings or Credit Not Sought Ensure Mandatory Issues are Completed Complete Site Description amp Category Summaries Check All Entries and Amend As Necessary Submit Report for QA amp Certification CSH AAPS User Manual PN 194 V6 0 Page 7 of 100 BRE Global Ltd 2015 THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online breglobal 4 Logging onto the system e Open your internet browser and go to this address www thecsh co uk e Enter r rname ter your Username REGISTERED USERS LOG IN e Enter your Password e Click the Login button pein y O l Passwords e Your personal Work Summary page will then be displayed Forgot Password Please Note Keep your password secure Do not allow any other person to know your password or to use your CSH Automated Assessment Processing System account 4 1 Work summary Control Panel User Manual Assessor Joe Bl
4. 1 Register New Design Stage Assessment Register New Post Construction Stage Assessment View Archived Work Summary BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online e The Work Summary page above displays a table detailing all assessments that are currently assigned to you e The Status column shows which stage of the reporting process the assessment is at Status Description S DS PCS Assessing Report registered and available to edit before submission for QA and certification DS PCS Submitted Report submitted for QA DS PCS Certified Design Stage Certificate Generated DS PCS Checking Admin Report in QA procedure Report failed QA admin or credit check procedure Please Note The report can only be completed or amended when the status is DS PCS Assessing or DS PCS Action Required e You have the option to create new reports and view or amend existing reports from here 4 2 System time out e After approximately 10 minutes of system inactivity i e no button clicks the system will automatically log you out You will be required to log in again to access your records 4 3 The control panel e A link titled Control Panel exists at the top of all pages within the system ser Manual Assessor Joe Bloggs Log Off Work Summary Registration Report Certificates Work List Working Name Assessor
5. Complete Hea3 Complete Hea4 Complete Mani Complete Man Complete Man3 Complete Man4 Complete Ecol Complete Eco Complete Eco3 Complete Eco4 Complete EcoS Complete e Ifall records are complete scroll down to the bottom of the page and click the Confirm Submit button DELS L pS LS Eco4 Complete EcoS Complete Confirm Submit Please Note Please ensure that you do not have any outstanding work to do on the report before confirming submission as after confirmation the report cannot be amended or reassigned CSH AAPS User Manual PN 194 V6 0 Page 77 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online e After submitting the report the Work Summary page is displayed The assessment which has just been submitted to BRE is still visible in your work summary with the status DS Submitted and cannot be amended or reassigned Control Panel User Manual Assessor Joe Bloggs Work Summary Report Certificates Work List CT j Working Name Assessor st al Registration Number Scheme Version Status A Beechwood Close Nevdand Park J Blogags 05 04 2008 BRE 00000558 D5 001 03 CSH Oct2007 DS Passed OA Jersey Avenue Phase 1 1 Blogqs 01 06 2008 BRE 00001455 05 001 02 CSH Apr2o008 DS Certified C Evolution Colwyn Bay J Blogas 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 Pcs Certified E Jersey Avenue Phase 1 J Blogas 11 08 2008 BRE 0000
6. Save Fig 29 Evidence Assignment Screen To link an evidence record with an individual Spec ID tick the check box es for the evidence record as appropriate When all required evidence records have been selected click on the Save button The system will then display the Spec ID detail screen where the link to the evidence record will be shown as the evidence record ID number in the Related Evidence Number field on the Spec ID detail screen Figure 30 below Specification Details Specification Description Test spec ID 1 Related Evidence Number Enel Credits Lewel s all lt Completed Back Update Fig 30 Specification Details Spec ID Details Screen The link can be seen also on the issue summary screen Figure 31 below Please Note In certain situations where evidence has already been linked to Spec IDs using the old method of evidence linking the assessor may have to re link the evidence using this new method The assessor will be prompted to do this if this is the case LON Pane USernMmanwal Lo Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Credits Status ay 1 Test spec ID 1 15 Complsaes 1 Edit Assign 2 Test sper ID 2 10 omplete Edit Assign Related Evidencg Wersion Location est piece of evidence for
7. and assign it to all relevant issues the assessor will then need to ignore not assign and or un assign the original superseded evidence record or a more tidy solution would be to first un assign the evidence record if assigned and delete the superseded evidence record Where you wish to use an evidence type which is not in the drop down list of the Add Evidence Details screen you can select and apply the User Defined Evidence Type in the same way as any other evidence type If you have correctly completed each evidence record that you had input prior to this update then it is not necessary for you to amend the evidence to comply with the new requirements To help avoid the need to rework all existing evidence records we have pre selected the evidence type to user defined evidence type lf however you have a need to edit any of the evidence records that you had previously completed prior to the update or you have to add new evidence then you will be required to complete the mandatory fields on the Add Evidence Details screen Please Note The aim of capturing evidence on the system is to provide an audit trail As long as evidence is recorded in some way it can be grouped according to preference within the scope of the CSH Technical Guidance document e g If there are ten drawings then it is simpler to reference the range of site drawings as 1 10 under one evidence entry rather than ten separate evidence entries CSH AAPS User
8. 0 Page 75 of 100 BRE Global Ltd 2015 bregloba Work Summary DS Registration DS Report Submission Certificates DS Report Control Panel User Manual Assesser THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Assessment Details Dwelling Addresses summary ISSUES for Coote Green Lane Wakeford Credit on Ka nee dwellings pe assigned Ene 1 Dwelling Emission Rate Oo D 0 Ene 2 Building Fabric Oo o 0 Ene 3 Internal Lighting T o E Ene 4 Drying Space D 0 D Ene 5 Energy Labelled White Goods o o o Ene 6 External Lighting 0 0 0 Ene 7 Low or Zero Carbon L2ZC i Technologies g D g Ene 8 Cycle Storage D D 0 Ene 9 Heme Office D 0 Wat 1 Indoor Water Use 0 0 a Wat 2 External Water Use 0 E a Mat 1 Environmental Impact of Materials g 0 0 Mat 2 Responsible Sourcing of Materials Basic Building oO Elements Mat 3 Responsible Sourcing of Materials Finishing T g 0 Sur 1 Management of Surface Water Run off From D Developments S r 2 Flood Risk o D 0 Was 1 Storage of Non Recyelable Waste and Recyclable i D oO o Household Waste Was 2 Construction Site Waste Management o a Was 3 Composting g e The ISSUES Che Check Report Submit Report ck List page is displayed Issue Details Report Maker Status Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete
9. 001 Phasing within an assessment will not be possible while an assessment has the following status values DS PCS Submitted DS PCS Checking Admin DS PCS Checking QA DS PCS Action Required DS PCS Passed DS PCS Resubmitted DS PCS Certified CSH AAPS User Manual PN 194 V6 0 Page 91 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 20 2 Information copied during phasing When an assessment is phased the system will create the new phase of the assessment and copy across the following data from the original assessment to the new phase e Assessment Details Spec IDs Evidence Links between evidence and speclDs Links between speclDs and dwellings only for the dwellings added to the new phase Therefore if the Spec IDs and evidence are shared between phases assessors are advised to phase an assessment when as much data has been input as possible This will reduce the need for double entry of data when the new phased assessment is completed 20 3 Identifying an assessment phase The assessment reference number indicates if an assessment is a phase and its phase number Every assessment on the system has a unique assessment reference number which consists of the following elements as follows Indication of which phase of the assessment this record is The default for Serial number the master assessment Is 1 1 1 1 BRE 12345678
10. 11 08 2008 BRE 00001905 D5 00 00 CSH Apr2008 OS Assessing per pir be a el im ee a SST sss MMe Se mia mmm m rman mim ml frani e The Assign Assessor page is displayed Assign Assessor Assign Assesssor to Roses Apartments Assessor Nante Assign A HorsfallTurner4 a shahb 5 Tovmnsend h mann a q a q M0503 00000000 a Shah e Click the radio button that corresponds with the name of the assessor the assessment is to be assigned to e Click the Save button to save the changes e The Work Summary page is displayed the assessment you have reassigned will no longer be displayed in your summary list However the assessment will appear in the work summary of the assessor you have re assigned to CSH AAPS User Manual PN 194 V6 0 Page 74 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bre globa THE CODE FOR SUSTAINABLE HOMES 15 Report submission e When full assessment details have been recorded including all dwelling addresses all Spec ID s and all evidence is referenced to justify the credits awarded for each issue you should therefore perform the following checks 15 1 Pre submission Quality Checks Check the Assessment Details for the report and ensure that all names company names dates addresses post codes and summary information are complete and accurate Please Note Some of this information will be used on the certificate therefore it is
11. Bloggs 17 06 2008 BRE OO000062 D5 001 00 CSH Test 2008 DS Checking QA West Wycombe Development 1 Bloggs 17 06 2008 BRE 0O000063 PC 001 00 CSH Test 2008 PCS Assessing F Rothamns Ave P2 1 Bloggs 17 06 2008 BRE OO000064 D5 001 00 CSH Test 2008 DS Checking QA Desborough Ave P1 1 Bloggs 19 06 2008 BRE OOOO00066 DS 001 00 CSH Test 2008 DS Passed QA Roberts Road P1 1 Bloggs 19 06 2008 BRE OOO00067 D5 001 00 CSH Test 2008 DS Certified Fl Bucks Rd P2 1 Bloggs 19 06 2008 BRE O0000068 DS 001 00 CSH Test 2008 DS Assessing L Tadlow Docks Pi J Bloggs 19 06 2008 BRE 00000065 D5 001 01 CSH Test 2008 DS Action Required Pages 1 Fage 1 Register New Design Stage Assessment Register New Post Construction Stage Assess View Archived Work Summary Fig 2 Work Summary Screen showing Roberts Road P1 assessment is no longer visible CSH AAPS User Manual PN 194 V6 0 Page 88 of 100 BRE Global Ltd 2015 Dregiopai o ror SATANAE HINS n When the View Archived Work Summary link is selected the users Archived Work Summary screen is displayed Control Panel User Manual Assessor Joe Bloggs L Work Summary Registration Certificates search Work List Working Name Assessor cal z alion Registration Number Scheme Version Status A Roberts Road P1 1 Bloggs 11 08 2008 BRE 0000106 PC 001 00 CSH Test 2008 PCS Assessing C Fage 1 L Fagas View Archived Work Summary Register New Design Stage Assessment Register New Post
12. Construction Stage Assessment Fig 3 Archive Work Summary Screen CSH AAPS User Manual PN 194 V6 0 Page 89 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES Restoring to the Work Summary screen By following the same process of ticking the tick box of the required assessment row assessments can be moved from the Archive Work Summary screen to the Work Summary Screen Figure 4 below Control Panel User Manual Assessor Joe Bloggs L Work Summary Registration Certificates Work List Search Working Name Assessor i Registration Number Scheme Version Status A Roberts Road Pi 1 Bloggs 11 08 2008 BRE 0O00106 PC 001 00 CSH Test 2008 PCS Assessing a Pages 1 Page 1 Register New Design Stage Assessment Register New Post Construction Stage Assessment View Archived Work Summary Fig 4 Archive Work summary Screen In the Figure 5 below the Roberts Road P1 assessment has been restored to the Work Summary screen Control Panel User Manual Assessor Joe Bloggs L Work Summary Certificates Work List i Working Name Assessor r z A Registration Number Scheme Version Status A Bucks Rd Pi 1 Bloggs 17 06 2008 BRE OO000062 D5 001 00 CSH Test 2008 DS Checking QA West Wycombe Development 1 Bloggs 17 06 2008 BRE 00000063 PC 001 00 CSH Test 2008 PCS Assessing d Rothamns Ave P2 1 Bloggs 17 06 2008 BRE OO00006 4 D5 001 00 CSH
13. Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES 5 Registering an assessment e Login to the system as described in Section 3 of this Manual e From the Work Summary page click either the Registration tab at the top of the page For entering DS registrations only or click on the Register New Design Stage Assessment or Post Construction Stage Assessment if applicable link at the bottom of the assessment list Please Note The registration process described in this section details a Design Stage Assessment DS The process for registering a Post Construction Stage Assessment PCS is broadly similar Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary Registration Report Certificates Work List Search_ Working Name Assessor Registration Registration Number Scheme Version Status A Beechwood Close Nevdand Park J Bloggs 05 04 2008 BRE 00000558 DS 001 03 CSH Oct2007 DS Passed QA Jersey Avenue Phase 1 j Bloggs 01 06 2008 BRE 00001455 DS 001 02 CSH Apr2008 DS Certified C Evolution Colvyn Bay J Bloggs 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 PCS Certified C Jersey Avenue Phase 1 1 Bloggs 11 08 2008 BRE 00001904 PC 001 00 CSH Apr2008 PCS Assessing F Coote Green Lane Wakeford J Bloggs 11 08 2008 BRE 00001905 DS 001 00 CSH Apr2008 DS Assessing Fi Dictionary House J Bloggs 12 11 2008 BRE 000
14. Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 19 Archiving As assessors register more assessments on the system the Work Summary screen can become cluttered this functionality allows the assessor to archive assessments and to reduce the number of assessments held in the Work Summary screen Archived assessments can be simply retrieved at any time Step by step instructions From the Work Summary screen assessments can be moved to the assessors archive section depending on the status of the assessment To archive an assessment tick the tick box under the column headed A on the appropriate row for the assessment you wish to archive Control Panel User Manual Assessor Joe Bloggs L Work Summary Registration Certificates Work List Working Name Assessor screens Registration Number Scheme Version Status A Bucks Rd Pi J Bloggs 17 06 2008 BRE O0O000062 05 001 00 CSH Test 2008 DS Checking QA West Wycombe Development 1 Bloggs 17 06 2008 BRE 00000063 PC 001 00 CSH Test 2008 PCS Assessing F Rothamns Ave P2 1 Bloggs 17 06 2008 BRE O0O000064 05 001 00 CSH Test 2008 DS Checking QA Desborough Ave Pi 1 Bloggs 19 06 2008 BRE 00000066 D5 001 00 CSH Test 2008 DS Passed OA Roberts Road P1 1 Bloggs 19 06 2008 BRE OO000067 05 001 00 CSH Test 2008 DS Certified F Bucks Rd P2 1 Bloggs 19 06 2008 BRE OO000068 05 001 00 CSH Test 2008 DS Assessing F Tadlow Dock
15. HOMES Design Stage and Post Construction Stage Assessment Online e To copy across a DS assessment to PCS from the Work Summary tab click on the Report tab Control Panel User Manual Lead Assessor Manu Moulinierflead assesor Work Summary Registration Report i Certificates Log Off Work List Working Name Assessor Registration Date Download Certificates Registration Number Scheme Version Apply for PCS ome FA test training QA M Moulinier 03 10 2010 BRE 00010545 D5 002 00 CSH Mayzo09 0S Copied E lead assessor Assessing test training QA M Moulinier ga io 2010 BRE 00010545 DS 001 00 CSH Mayzo09 OF O Copy Report lead sssesor Assessing test manu working name M Moulinier 34 08 2010 BRE 00009357 DS 001 00 CSH Mayz009 PS Copy Report lead assessor Assessing test manu 24 08 2010 M Moulinier 34 08 2010 BRE 00009242 DS 001 00 CSH Mayz009 F Copied lead assessor Assessing Pe M Moulinier aes PCs test manu 24 08 2010 24 08 2010 BRE 00009243 PC 001 00 CSH Mayz2009 PCS Report lead assesor Assessing M Moulinier Pere Test Manu 110610 load aeeesor 12 06 2010 BRE 00008399 Ds 002 00 CSH May2009 Dovnload Copy Report 4 M Moulinier PST ai Test Manu 110610 load aseecor 22 96 2010 BRE 00008399 Ds 001 00 CSH May2009 Checking Copy Report z 3 Admin RA BAe lieieae e Tocopy an assessment click on the Copy Report heading under the Apply for PCS column on the appropriate assessment line Cont
16. If you have previously allocated spec ID s to a dwelling and you wished to delete that dwelling address then you must first unallocated all the spec ID s assigned to that dwelling before proceeding with the delete CSH AAPS User Manual PN 194 V6 0 Page 30 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 9 Entering assessment details e Once the assessment is registered and the summary details are entered the next stage will be to describe and assess the range of specifications applicable for each dwelling against each of the 34 Code issues As specifications are added against each issue the system awards them an ID number hence they are referred to as Specification ID s or Spec ID s for short e Inthe context of the Code for Sustainable Homes a Spec ID can be defined as A way of describing how credits have been achieved for a particular issue e As an example for Ene 1 a spec ID might be called House type A This would be in relation to SAP assessments For Ene 4 a spec ID might be called 10 metre washing line e As a spec id can be defined through the way in which credits are achieved it could be applicable to one or more possibly all of the dwellings being assessed on the site This should help to prevent duplication of information and aid the assessor when the PCS assessment is undertaken e From the Work
17. Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Joe Please Note If there are any incomplete addresses or Spec ID s remaining these will be displayed as Incomplete Any incomplete records must be saved as complete before report submission is possible Work Summary DS Report Submiss Assessment Details ISSUES Check List DS Registration ion Dwelling Addresses for Rothamns Ave P2 ASSESSMENT DETAILS Assessment Details Complete DWELLING ADDRESS CREDIT SUMMARY CSH AAPS User Manual PN 194 V6 0 Dwelling Details Incomplete 4 of 5 summary Certificates Issue Details Entries Done Enel Complete Ene InComplete Ene3 Complete Ene4 Complete Ene5 Complete Ene6 Complete Page 76 of 100 Contri Rej BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Please Note Whilst spec ID s dwellings or issues remain as incomplete the confirm submission button will remain greyed out i Control Panel User Work Summary DS Registration Certificates DS Report Submission Assessment Details Dwelling Addresses Summary Issue Details Repor ISSUES Check List for Rothamns Ave P2 Was3 Complete POLi Complete POL Complete Heal Complete Hea
18. Manual PN 194 V6 0 Page 60 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 11 Checking the Report 11 1 The check list screen e This functionality is provided in order to allow the user at any stage of the submission process to see at a glance the completion status of o The Assessment Details Form o Dwelling Addresses o All Issues and therefore spec ID s Control Panel User M Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker ISSUES Check List for Rothamns Ave P2 Entries Done ASSESSMENT DETAILS Assessment Details Complete DWELLING ADDRESS Dwelling Details Complete 5 of 5 CREDIT SUMMARY Enel InComplete Ene Complete Ene Incomplete Ene4 InComplete EneS InComplete Ene6 InComplete Ene InComplete EneS InComplete Ene InComplete Wati InComplete Wat InComplete Mati InComplete e f you have not ticked the Completed tick box through either omission or to act as a reminder for later this functionality will highlight those incomplete dwelling addresses or Spec ID s e If you attempt to submit the report with any incomplete records the Issues Check List page will be displayed Please Note Reports cannot be submitted to the system without all addresses and Spec ID s being complete e To check your re
19. V6 0 Page 96 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 20 6 Editing a phase The phasing management screen is used to make changes to a phase Changes to the dwellings selected and copied to the new phase can then be made To navigate back to the phasing management screen first open the appropriate assessment from the Work Summary screen Once the phased assessment you wish to edit is accessed navigate to the Dwelling Addresses screen and select the Create new Phase link The phasing management Manage Your Assessment screen will then be displayed Click on the Edit link for the phase you wish to edit Figure 14 below MANAGE YOUR ASSESSMENT Phase Select Phase 2 Dwelling Select 1 Buckingham Road 2 Buckingham Road 3 Buckingham Road 4 Buckingham Road OOOO 5 Buckingham Road Create New Phase Go to Work Summary Fig 14 Phasing Address Selection Management Screen CSH AAPS User Manual PN 194 V6 0 Page 97 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online breglobal THE CODE FOR SUSTAINABLE HOMES The phasing management Manage Your Assessment screen will then display the dwellings allocated to that phase you now have the ability to release each dwelling from that phase To release a dwelling s from the phase tick the tick box associated with the dwelling you wish to
20. across to a PCS assessment The copied PCS assessment will contain exactly the same Spec ID information as the completed DS assessment Please Note All individual dwelling address and spec ID records are copied across with a status of Incomplete Please Note Evidence is NOT copied across from DS to PCS since evidence requirements differ e Tocopy across a DS assessment to PCS from the Work Summary tab click on the Report tab Control Panel User Manual Assessor Joe Bloggs L Work Summary Registration Report Certificates Work List Working Name Assessor en Registration Number Scheme Version Status A Beechwood Close Nevdand Park J Bloggs 05 04 2008 BRE 00000558 DS 001 03 CSH Oct2007 DS Passed QA Jersey Avenue Phase 1 J Bloggs 01 06 2008 BRE 00001455 DS 001 02 CSH Apr2008 DS Certified CO Evolution Colwyn Bay J Bloggs 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 PCS Certified C Jersey Avenue Phase 1 J Bloggs 11 08 2008 BRE 00001904 PC 001 00 CSH Apr2008 PCS Assessing d Coote Green Lane Wakeford J Bloggs 11 08 2008 BRE 00001905 DS 001 00 CSH Apr2008 DS Assessing d Dictionary House J Bloggs 12 11 2008 BRE 00003050 DS 001 01 CSH Oct2008 DS Checking QA American College Chesterfield J Bloggs 29 01 2009 BRE 00003458 DS 001 01 CSH Oct2008 DS Submitted abla Gardens Newbon J Bloggs 15 03 2009 BRE 00003790 DS 001 02 CSH Oct2008 DS Action Required Poachers Wood J Bloggs 15 03 2009 BRE 00003791 DS 001 01 C
21. bregloba Control Panel User Manual Assessor Avnish Cariicates Certificates for P1 GCE grounds a PlotNo House No Address Post Code Code Level ere 1 24 New Millennium Avenue MK22 SHG 4 Download 2 25 New Millennium Avenue MK22 3HG 6 Download 3 26 New Millennium Avenue MK22 3HG 6 Dovmload 5 28 New Millennium Avenue MK22 3HG 6 Download 6 29 New Millennium Avenue MK22 3HG 6 Dovmload 7 30 New Millennium Avenue MK22 SHG 6 Download 5 31 New Millennium Avenue MK22 3HG 6 Download 9g 32 New Millennium Avenue MK22 3HG 6 Dovmload i0 33 New Millennium Avenue MK22 3HG 6 Download li 34 New Millennium Avenue MK22 3HG 6 Dovmload 12 a5 New Millennium Avenue MK22 3HG 6 Download 13 36 New Millennium Avenue MK22 3HG 6 Download i4 37 New Millennium Avenue MK22 3HG 6 Download 15 38 New Millennium Avenue MK22 3HG 6 Download 16 39 New Millennium Avenue MK22 3HG 6 Dovmload 17 40 New Millennium Avenue MK22 3HG 6 Download 18 L Saal Westmoreland Cresent RLi7 8FS 6 Download House 19 Eaa Westmoreland Cresent RLi 8FS 6 Download House 20 Saale Westmoreland Cresent RLiI 8FS a Download House 21 ae Westmoreland Cresent RLiI 8Fs 5 Download i House 36 i4 i4 Lavender Fields TTE 6HG 1 Download e From this page you are able to download certificates e To download certificates for individual dwellings click on the Download text on the row of the required dwelling Control Panel User Manual Assessor Avnish Certificates for P1 GCE
22. grounds oe PlotNo House No Address Post Code Code Level Eee aes i 24 New Millennium Avenue MK22 3HG 4 Download 2 25 New Millennium Avenue MK22 3HG 6 Dovmload 3 26 New Millennium Avenue MK22 3HG 6 Download 5 28 New Millennium Avenue MK22 3HG 6 6 29 New Millennium Avenue MK22 3HG 6 Download 7 30 New Millennium Avenue MK22 SHG 6 Dovmload 5 31 New Millennium Avenue MK22 3HG 6 Dovmload 32 New Millennium Avenue MK22 3HG 6 Download 10 33 New Millennium Avenue MK22 3HG 6 Dovmload 1i 34 New Millennium Avenue MK22 3HG 6 Download 12 a5 New Millennium Avenue MK22 3HG 6 Dovmload 13 36 New Millennium Avenue MK22 3HG 6 Download i4 37 New Millennium Avenue MK22 3HG 6 Download i 1 mm aes SS Se I I e n order to download multiple certificates at once you could use some form of download manager software Download manager software can generally be found by carrying out an internet search with a search engine Several are available free of charge and these allow selection via highlighting and downloading usually via right clicking of multiple files or links on a web page CSH AAPS User Manual PN 194 V6 0 Page 83 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES 18 Copying DS assessments to PCS 18 1 Copying Certified DS assessments to PCS e Once an assessment has been successfully certified shown with a status of DS Certified it can then be copied
23. on a dwelling by dwelling basis e Click on the Detailed Summary text which is located above the dwelling list Control Panel User Manual Asses Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Scores Dwellina Address Energy Gta ng Lewel Lewe l Lewel Points ute 1 Rothamns Avenue Chelmsford Essex 4 D 4 12 0 Star 2 Rothamns Avenue Chelmsford Essex 4 o 4 12 O Star 3 Rothamns Avenue Chelmsford Essex 4 D 4 12 0 Star 4 Rothamns Avenue Chelmsford Essex 4 o 4 12 0 Star 5 Rothamns Avenue Chelmsford Essex 4 o 4 13 O Star e Anew window opens displaying the Score Details page Score Details for Rothamns Ave P2 PLOT SURFACE HEALTH amp NO ENERGY WATER MATERIAL WATER WASTE POLL WELLBEING MANAGEMENT ECOLOGY SCORE SUMMARY Ene Wtr M O i 23456789 i 2 1 2 3 1 2 1i zZ z 31i 2 i 2 k 4 1 2 3 4 12345 iy inl Req L io00c0c00000 o o o o o o oooo o o o o o o o o o ooo0oo0o0 4 O0 M 4 ivmoo0ooo oo o0 O 0 0 0 0 0 o 0o00 O 0 0 0 0 D oO 0 0 oooodo 4 0 No 4 io00c0c00000 o o o o o o ooo o o o o o o o o oo0oo0o00 4 W 4 ioo g0o0cooaodd O 0 0 0 0 0 0 0o00 O 0 0 0 0 D 0 o 0 oooodo 4 0 No 4 Wo0doOooOoOOO00 O 0 0 o 0 0 0 p000 O 0 0 0 0 D 0 o 0 a000 4 0 No 4 e Dwellings are identified by the plot number e Ata glance you are able to view which issues have completed Spec ID s assigned to them incomplete spec ID s will not show on this screen the cred
24. production of the report and save time Once a Spec ID is created to describe how the criteria is met and number of credits achieved for an issue the Spec ID is then assigned to a dwelling or a number of dwellings using the assign function e There may be one or more ways that credits are achieved for any issue in an assessment with more than one dwelling Some of the BREEAM CSH Calculator Tools actually define Spec IDs for the assessor e Asa Spec ID can be defined through the way in which credits are achieved it could be applicable to one or more possibly all of the dwellings being assessed on the site This should help to prevent duplication of information and aid the assessor when the PCS assessment is undertaken CSH AAPS User Manual PN 194 V6 0 Page 44 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bre globa THE CODE FOR SUSTAINABLE HOMES 9 9 2 Spec ID fields e A Spec ID has a number of pieces of information or fields required to be completed to fully describe how the credits are achieved for an issue These are detailed below and are designed to provide all required information but to be as simple as possible ID Number e The Spec ID ID number is a system generated number which for each issue e g Ene 1 9 Wat 1 2 etc starts a 1 and increases as more Spec IDs are added There are not unique Spec ID ID numbers across the whole assessment Spec ID Description e T
25. rating below Post Code i EPC No CO Rating Social Housing Mo Complete F Duplicate for Next New F Record e Other mandatory fields in order to complete a range of dwellings are o Town City o County e Once these fields are completed click on the Create Range button e Click the Back button to return to the dwelling address summary screen Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Issue Details Dwelling Addresses Dwelling Addresses Report Maker Create Phase Add New Dwelling Address Plot no Address Status Town City County Post Code oo saa baa aga 1 1 Aylesbury Buckinghamshire Incomplete Aylesbury Buckinghamshire No Edit 2 2 Aylesbury Buckinghamshire Incomplete Aylesbury Buckinghamshire No Edit a 3 Aylesbury Buckinghamshire Incomplete Aylesbury Buckinghamshire No Edit 4 4 Aylesbury Buckinghamshire Incomplete Aylesbury Buckinghamshire No Edit 5 5 Aylesbury Buckinghamshire Incomplete Aylesbury Buckinghamshire No Edit CSH AAPS User Manual PN 194 V6 0 Page 24 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 8 4 Importing dwelling addresses e Users are able to import dwelling addresses onto the dwelling address summary screen from a Microsoft Excel template e From the Dwelling a
26. release back to the original assessment phase 1 then click the Update phase button The selected dwellings will then be returned to the original assessment phase 1 Figure 15 below MANAGE YOUR ASSESSMENT Dwelling 6 Buckingham Road 7 Buckingham Road 8 Buckingham Road 9 Buckingham Road 10 Buckingham Road Back Update Phase Go to Work Summary Fig 15 Phasing Address Selection Management Screen CSH AAPS User Manual PN 194 V6 0 Page 98 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Once updated the user will be returned to the phasing management Manage Your Assessment screen where the changes to associated dwellings in each phase will be displayed Figure 16 below MANAGE YOUR ASSESSMENT Phase Select Phase 2 Edit Dwelling Select 1 Buckingham Road 2 Buckingham Road 3 Buckingham Road 5 Buckingham Road 6 Buckingham Road d d d 4 Buckingham Road F d LI d 7 Buckingham Road amp Buckingham Road C Create New Phase Go to Work Summary Fig 16 Phase Address Selection Management Screen 20 7 Phasing best practice As phasing is a new function of the system care must be taken to avoid confusion It is recommended that assessors familiarise themselves with the phasing functionality by experimenting on the training system before attempting to phase a live assessment on the
27. which has 4 simple fields to complete to enable the assessor to clearly identify the document being referenced and for the QA auditor to easily locate the document on the evidence CD or evidence folder The Evidence record is then linked assigned to all issues for which it is to be used as supporting evidence and the Evidence record will be copied across to all issues selected Evidence records can then be linked to the individual Spec IDs to which they are related The aim of the update is to make the task of recording evidence simpler for the assessor and to remove the need to duplicate evidence where the same item of evidence is used for more than one CSH issue The changes made to this module are significant therefore it is recommended that assessors experiment with updated functionality on the training system before entering live evidence records on the live system 10 1 Improvements to the evidence module Assessors can now create an evidence record and assign that piece of evidence to each issue and Spec ID that it is applicable to This means that items of evidence that apply to more than one Spec ID now only have to be entered once The screen in which evidence records are created now feature issue specific drop down lists containing issue specific pre defined evidence types which match the evidence requirements detailed in the CSH technical guidance document Also the method for linking evidence with Spec IDs has been made
28. 03050 DS 001 01 CSH Oct2008 DS Checking QA American College Chesterfield J Bloggs 29 01 2009 BRE 00003458 DS 001 01 CSH Oct2008 DS Submitted ve Gardens Newton J Bloggs 15 03 2009 BRE 00003790 DS 001 02 CSH Oct2008 DS Action Required Poachers Wood J Bloggs 15 03 2009 BRE 00003791 DS 001 01 CSH Oct2008 DS Assessing E Langham Cresent Durham J Bloggs 16 03 2009 BRE 00003794 DS 001 00 CSH Oct2008 Pa aR ag Hummer Park Phase 2 j Bloggs 26 03 2009 BRE 00003856 PC 002 00 CSH Apr2008 PCS Assessing E Hummer Park Phase 1 J Bloggs 26 03 2009 BRE 00003856 PC 001 00 CSH Apr2008 PCS Assessing 4 F Hummer Park Phase 3 J Bloggs 26 03 2009 BRE 00003856 PC 003 00 CSH Apr2008 PCS Assessing d Page 1 Register New Post Construction Stage Assessment View Archived Work Summary e The DS Registration page is displayed CSH AAPS User Manual PN 194 V6 0 Page 12 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manual Assessor Joe Bloggs Log Off sWere Senmrrry TDS Registration DS Report Certificates E DS Registration pe CO SF Application 15 04 2009 Scheme CSH Scheme Version Oct2008 ASSESSOR DETAILS Assessor Joe Bloggs Assessor Reference Number BREEAM Assessor 36 Assessor s Organisation BRE Global Working Name Developer Organisation Contact Address Post Code Site N
29. 08 PCS Assessing F Fig 7 Work Summary Screen Click on the Dwelling Addresses tab and then the Dwelling Addresses Summary screen will be displayed In the screen shot below 10 dwelling addresses have already been added Control Panel User Manual Assessor Joe Bloggs Work Summary DS Registration Certificates 35 Report Submission Issue Details Assessment Details Dwelling Addresses Dwelling Addresses for Bucks Rd P2 Add New Dwelling Address Plot no Address Town City County Honing ee lean 1 Buckingham Road Aylesbury Buckinghamshire HP19 No Incomplete Edit 2 Buckingham Road Aylesbury Buckinghamshire HPi9 No Incomplete Edit 3 Buckingham Road Aylesbury Buckinghamshire HP19 No Incomplete Edit 4 Buckingham Road Aylesbury Buckinghamshire HPi9 No Incomplete Edit E Buckingham Road Aylesbury Buckinghamshire HP1i9 No Incomplete Edit 6 Buckingham Road Aylesbury Buckinghamshire HP19 No Incomplete Edit Fi Buckingham Road Aylesbury Buckinghamshire HP19 No Incomplete Edit 8 Buckingham Road Aylesbury Buckinghamshire HP19 No Incomplete Edit 9 Buckingham Road Aylesbury Buckinghamshire HPi9 No Incomplete Edit 10 Buckingham Road Aylesbury Buckinghamshire HP19 No Incomplete Edit Fig 8 Dwelling Address Screen CSH AAPS User Manual PN 194 V6 0 Page 93 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online In order to begin phasing an assessment
30. 1904 PC 001 00 CSH Aprz008 PCs Assessing 4 C Coote Green Lane Wakeford J Bloggs 11 08 2008 BRE 00001905 D5 001 00 CSH Apr2008 DS Assessing C Dictionary House J Bloggs 12 11 2008 BRE OO003050 D5 001 01 CSH Mct2008 DS Checking QA American College Chesterfield J Bloggs 29 01 2009 BRE 00003458 D5 001 01 CSH Oct2008 Bap EE J Bloggs 15 03 2009 BRE 00003790 DS 001 02 CSH Oct2008 DS Action Required 15 3 Report status e The Work Summary page displays the progress of the report through the Quality Assurance process e After submission the report will undergo Quality Assurance QA checks Firstly an administrative check is performed to ensure all information required for certification is present during this stage the report status will be displayed as DS PCS Checking Admin after admin checks it may be passed on for a credit check to ensure that all credits are awarded correctly at this stage the status is displayed as DS PCS Checking QA e If there are no problems with the report the status of the report will change to DS PCS Passed QA e Once the certificate has been generated the report status will change to DS PCS Certified CSH AAPS User Manual PN 194 V6 0 Page 78 of 100 BRE Global Ltd 2015 bregloba 16 16 1 THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Reports that do not pass the QA admin check Managing reports which do not pass Quality Assurance checks If t
31. 2 8YxX No Edit 8 6 Delete an address e From the Dwelling Addresses summary page click on the Edit button in the right hand column of the appropriate address record e Please ensure that this is the dwelling address record you wish to delete If you are sure this address needs to be deleted click the Delete button Control Panel User Manual Dwelling Address oe Plot No 6 Or Plot No s to Street 1 Rothmans Avenue Street 2 Po Locativ Area You are about to delete a record would you like to continue Performande i Cancel EPC co Ra Li Ja Socal No Housing Complete Duplicate for Next New Record e The Dwelling Addresses summary page is displayed summarising all address records for this assessment CSH AAPS User Manual PN 194 V6 0 Page 29 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Scores Report Maker 1 Rothamns Avenue Complete Chelmsford 2 Rothamns Avenue Complete Chelmsford Complete Chelmsford 3 Rothamns Avenue Complete Chelmsford Chelmsford 4 Rothamns Avenue 5 Rothamns Avenue Complete Please Note
32. 2008 PCS Assessing y F There are two areas of the assessment that may have failed the QA admin check the Assessment Details form and or individual dwellings from the Dwelling Addresses tab In the case of both areas the admin checker will have emailed you some comments in order for you to see what action is required before the report can be passed for a technical QA check Please Note The Assessment Details form and each Dwelling Address are verified during the admin check Please check these areas should a report be failed during an admin check CSH AAPS User Manual PN 194 V6 0 Page 79 of 100 BRE Global Ltd 2015 THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online bregloba 16 1 1 16 2 Report does not pass the QA check e Ifthe report does not pass the credit check the status changes to DS PCS Action Required Control Panel User Manual Assessor Joe Bloggs L Work Summary Registration Certificates Work List ere Working Name Assessor er Registration Number Scheme Version Status A Beechwood Close Newand Park J Bloggs a5 04 2008 BRE O0000558 D5 001 03 CSH Oct2007 DS Passed QA Jersey Avenue Phase i J Bloggs 01 06 2008 BRE 00001455 D05 001 02 CSH Apr2008 DS Certified E Evolution Colwyn Bay J Bloggs 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 POS Certified C Jersey Avenue Phase 1 1 Bloggs 11 08 2008 ERE 00001904 PC 001 00 CSH Aprz2008 PTS As
33. 8 05 001 03 CSH Oct2007 DS Passed OA Jersey Avenue Phase i 1 Blogas 01 06 2008 BRE 00001455 05 001 02 TSH Apr2008 DS Certified Evolution Colwyn Bay J Eloggs 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 PCS Certified Jersey Avenue Phase 1 1 Blogas 11 08 2008 BRE 00001904 PC 001 00 CSH Apr2008 PCS Assessing 4 C Coote Green Lane Wakeford J Bloggs 11 08 2008 BRE 00001905 D5 0071 00 CSH Apr2008 0S Assessing T F ret oe bai ml m ia a mmmn m mnre ssa MMe Ami mi i mmi a E ae mml is ie th Once the control panel is displayed click on the Edit button on the My Registration Details section At the bottom of the Registered Users Profile Update page there is a field labelled Upload Logo CSH AAPS User Manual PN 194 V6 0 Page 71 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES r REGISTERED USERS UPDATE PROFILE Title hlr ka First Name Joe Surname mr 5 Ta od Organisation BRE Global 7 Phe ti Addressi Unit 158 Address Kings Business Park al City igh Wycombe County Buckinghamshire Post Code HP19 9QF 3 Country S s Ta pa a Username Email e Click on browse button and click on the file you wish to upload from the appropriate local directory e Click on the Update button to add this logo to the system e If the file is successfully uploaded a message will be displa
34. CSH system will not allow a report to be submitted unless the assessor has saved all dwelling address records as Complete e Enter as many dwelling address details as possible The following fields are mandatory and must be completed before a dwelling address record can be saved as Complete o House Name No and or Plot no o Town City o County o Post Code Outer e The following fields should be filled in as described below o Street 1 If address details are unavailable substitute with site street address o Town City If site is not in a town or village please enter nearest city town or village e f you have finished entering all available dwelling address details and do not wish to use the duplicate address details function see below click the Save button to save the address record Please Note Dwelling address information entered here is used to populate certificates at the end of the process CSH AAPS User Manual PN 194 V6 0 Page 21 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online e The Dwelling Addresses summary page is displayed summarising all address records for this assessment Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Scores Report Maker Dwelling Addresses for Coote Green La
35. E OO0O00068 D5 002 00 Test 2008 DS Assessing L Bucks Rd P2 1 Bloggs 19 06 2008 BRE 00000068 05 001 00 Test 2008 D5 Assessing F Tadlow Docks P1 J Bloggs 19 06 2008 BRE O0000065 D5 001 01 CSH Test 2008 DS Action Required Roberts Road Pi 1 Bloggs 11 08 2008 BRE 0000106 PC 001 00 CSH Test 2008 PCS Assessing C Fig 12 Work Summary Screen showing original and new Phase assessment Note the number 002 indicating phase 2 in the assessment reference number Directly below the new phase 2 assessment is the original phase 1 assessment from which the phase 2 assessment was created When the Dwelling Addresses screen is opened for the new assessment phase the dwelling addresses selected for the new phase are displayed Figure 13 below Control Panel User Manual Assessor Joe Bloggs L Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Dwelling Addresses for Bucks Rd P2 Create Phase Add New Dwelling Address Social Address Plot no Address Town City County Post Code Hean Status Detail Buckingham Road Aylesbury Buckinghamshire HP19 Incomplete Buckingham Road Aylesbury Buckinghamshire HPiS Incomplete Buckingham Road Aylesbury Buckinghamshire HP19 Incomplete Buckingham Road Aylesbury Buckinghamshire HPiS Incomplete Buckingham Road Aylesbury Buckinghamshire HP19 Incomplete Fig 13 New phasing addresses CSH AAPS User Manual PN 194
36. Full Report LJ LJ LJ LJ d _ Generate PDF CSH AAPS User Manual PN 194 V6 0 Page 69 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Please Note Option 8 Rep008 Full Report combines the first 7 options into one report The full report contains all vital information regarding an individual assessment the intention is that it can be presented to clients and other assessment stakeholders Option 8 will also output all 8 of the reports Please Note Generation of PDF reports may take up to several minutes depending on current system usage local connection speed and other factors If a time out screen is presented please hit the back button on the browser and press the Generate PDF button again Please Note If a printed copy of the report is required then for best results use a colour printer e The requested reports will appear as a list of final names Each report can be opened saved and printed as required Assessment Details Dwelling Addresses Issue Details Report Maker BREEAM Reports BRE 00000066 D3 001 00 0000 Rep000_pdt 11 08 2008 15 25 35 BRE 00000066 D3 001 00 0000 Rep001_pdf 11 08 2008 15 25 36 BRE 00000066 D3 001 00 0000 Rep003 pdf 11 08 2008 15 25 42 BRE 00000066 D3 001 00 0000 Rep005_pdf 11 08 2008 15 25 51 13 2 Using the report maker for assessments with DS PC Certified status e From the Work Summary scre
37. MES Design Stage and Post Construction Stage Assessment Online Please Note There is a character limit of 30 for the Organisation fields within the Client Housing Body Developer and Architect sections This is due to space for these details on the DS and PCS certificates Please Note Each free text field within the General Description of Site and Category Summary sections has a character limit of 450 characters which includes spaces which is 9 full lines of text If more than 450 characters are entered the system will not save any of the data entered into the field Please Note If the user is copying and pasting from a word processing application such as Microsoft Word it is strongly advised that text is copied and pasted via Notepad This ensures that no hidden formatting is carried across which may cause report corruption Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Summary Issue Details Scores Report Maker CATEGORY SUMMARY Energy Materials Surface Water Run Off e When you have completed as many details as possible tick the Update Complete tick box and click the Update button CSH AAPS User Manual PN 194 V6 0 Page 18 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES Control Pa
38. Online e The record you are currently creating will be saved and a new address record will be created with all fields except the House Name No and Plot no fields populated You must enter these details for each new record Control Panel User Man Dwelling Address Name No Plot No o to o Street 1 Rothmans Avenue Street Locality Area Gt Baddow Town City Chelmsford County Essex Post Code CM2 As part of information required on the Code Certificate you are required to provide the Carbon Dioxide CO emmision rating for this dwelling This must i be obtained from a SAP energy efficiency survey carried out on the property Please provide the Energy Performance Certificate EFC Number and the CO rating below EPC No CO Rating Social Housing lo i Complete Duplicate for Next New Record Save Create Next Create Range e Once you have completed entering all address records untick the Duplicate for Next New Record tick box and click the Save button to save the final address record e The Dwelling Addresses summary page is displayed summarising all address records for this assessment Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Plot no Address Status Town City 1 Rothamns Avenue Complet
39. Panel User Manual Assessor Avnish shah assessor Log Off Evidence Details Add Evidence Details Document Wersion Location Hotes Completed C Fig 22 Evidence Details Screen Within each issue the drop down list will contain some generic types of evidence such as Site drawings and some types specific to that individual issue the evidence types correspond with the CSH technical guidance document CSH AAPS User Manual PN 194 V6 0 Page 50 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Please Note In some cases the names of items in the list of evidence types have been shortened and or contain abbreviations This ensures that item names fit into the field and are still readable relating fully to the evidence requirements in the CSH technical guide As an example Design Stage SAP 2005 Worksheets are displayed within the drop down list for evidence entry for Ene in the Figure 23 below Control Panel User Manual Assessor Avnish shah assessor Log Off Evidence Details Add Evidence Details Ew Nog e Select Type i n Calculation indicating percentage of energy efficient lighting Copy of Design Stage Part L1A Building Regulations Compliance Checklist TE T Copy of outputs from Ene1 Ene tool Design Stage SAP 2005 Worksheets Locatign Drawings showing location and details of internal dry
40. SH Oct2008 DS Assessing e Langham Cresent Durham J Bloggs 16 03 2009 BRE 00003794 DS 001 00 CSH Oct2008 PPR a Hummer Park Phase 2 J Bloggs 26 03 2009 BRE 00003856 PC 002 00 CSH Apr2008 PCS Assessing T E Hummer Park Phase 1 J Bloggs 26 03 2009 BRE 00003856 PC 001 00 CSH Apr2008 PCS Assessing C Hummer Park Phase 3 J Bloggs 26 03 2009 BRE 00003856 PC 003 00 CSH Apr2008 PCS Assessing d e The completed assessments screen will be displayed This screen will show all assessments with a status of DS or PCS Certified Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary Registration Work List f Registration a Download i Working Name Assessor Dat Registration Number Scheme Version Certificat Apply for PCS Jersey Avenue Phase i 1 Bloggs 01 06 2008 BRE 00001455 D5 001 02 CSH Apr2008 Dovmload Copy Report Evolution Colwyn Bay 1 Blogas 21 06 2008 BRE 00001589 PC 001 00 TSH Apr2008 Dovmload PCS Report CSH AAPS User Manual PN 194 V6 0 Page 84 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online e Tocopy an assessment click on the Copy Report heading under the Apply for PCS column on the appropriate assessment line Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary Registration Certificates Work List Registration z E Download Working Name Assessor Date Registration Number Scheme Wersion Certi
41. Summary page click on the DS Assessing Status text for the assessment you wish to update e The Assessment Details page is displayed e Click on the Summary tab Control Panel Work Summary DS Registration DS Report Certificates DS Report Submission Dwelling Addresses Summary Issue Details Report Maker Assessment Details Scores Assessment Details for Rothamns Ave P7 Date of Application 17 06 2008 Scheme CSH Scheme Version Test 2008 ASSESSOR DETAILS Assessor Joe Bloggs Assessor Reference Number BREEM Assessor 639 Assessor s Organisation Green Assessments Ltd Working Name Rothamns Ave P MAIN PARTIES Please ensure that this information is correctly spelt as it will be displayed on all certificates Client Housing body Organisation Essex County Council B Contact F smith Address 1 5 High Street Chelmsford Essex postcode CM2 T Organisation Eco Builders Ltd at Address 15 High Street Tring Buckingha PostCode HP15 7YH Organisation Shaw AS sociates Contact F Shaw mshire Architect CSH AAPS User Manual PN 194 V6 0 Page 31 of 100 BRE Global Ltd 2015 bregloba e The Issue Summary page for the selected assessment is displayed DS Registration Work Summary DS Report Submission Assessment Details Dwelling Addresses DS Report Summary Certificates Issue Details Control Panel User Ma
42. TAINABLE HOMES 8 5 Amend an address e From the Dwelling Addresses summary page click on the Edit button in the right hand column of the appropriate address record Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Dwelling Addresses Create Phase Add New Dwelling Address Plot no Address Status Town City County Post Code Social MAES Housing 1 1 Rothamns Avenue Complete Chelmsford Essex CM2 8 x Mo 2 2 Rothamns Avenue Complete Chelmsford Essex CM2 8YX Mo 3 3 Rothamns Avenue Complete Chelmsford Essex CM2 8YX Mo 4 4 Rothamns Avenue Complete Chelmsford Essex CM2 8YX Mo 5 5 Rothamns Avenue Complete Chelmsford Essex CM2 YX Mo 6 6 Rothmans Avenue Complete Chelmsford Essex CM2 8YX Mo e The Dwelling Addresses details page is displayed Amend the details of the dwelling address record as required e Once amendments for this address record are completed click on the Update button to save the changes Control Panel User Manual Dwelling Address House Type Flat House Name No Plot No Or plot No s ito Street 1 Rothmans Avenue Street 2 Locality Area Gt Baddow Town City Chelmsford County Essex w Post Code As part of information required on the Code Certificate you are required to provide the Carbon Dioxi
43. Test 2008 DS Checking QA Desborough Ave P1 1 Bloggs 19 06 2008 BRE OOO00066 D5 001 00 CSH Test 2008 DS Passed QA Roberts Road Pi J Bloggs 19 06 2008 ER E 00000067 D05 001 00 CSH Test 2008 DS Certified ar F Bucks Rd P2 J Bloggs 19 06 2008 BRE 00000068 D5 001 00 CSH Test 2008 DS Assessing all os member Le ifatela Se Feels Gils EE P ODODQDODOAS D 001 C E F Gia i ition E cg Roberts Road Pi 11 08 2008 BRE O000106 PC 001 00 Test 2008 PCS Assessing Fig 5 Work summary Screen CSH AAPS User Manual PN 194 V6 0 Page 90 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online breglobal THE CODE FOR SUSTAINABLE HOMES 20 Phasing Assessments Developments are often constructed and completed in phases the assessor is now able to use a single assessment to create any number of assessment phases this has the dual purpose of reflecting what is happening on site allowing for certification to happen as appropriate and for the assessor to copy assessment data such as Spec IDs and Evidence records from the master assessment to subsequent phases streamlining the process saving time and the need to input duplicate information 20 1 General system rules around phasing Phasing can be carried out for both DS and PCS assessments Phasing can only be carried out on an assessment whilst the assessment has a status of DS or PCS Assessing Phasing can only be carried out from the master assessment phase
44. The new system is a web based software tool which can be accessed from any internet enabled computer platform It has been designed to substantially reduce the time taken for issuing CSH certificates The system will enable assessors to manage all of their CSH assessments from the registration stage through to issuing the final certificate Licensed assessors can register an assessment complete and submit reports using the system After the assessment has been certified electronic copies of certificates can be downloaded from the system 2 1 Who can use the system Only CSH Assessors licensed by BRE Global can have access to this system Licensed assessors can register for a system user account via the Register a New Account button located on the system home page at www thecsh co uk A license check will then be carried out by BRE before the account is verified and system access granted If an assessors license lapses system access will be disabled until the license is renewed 2 2 Overview of system features This new system will enable licensed assessors to e Register new Design Stage DS and Post Construction Stage PCS assessments e Complete and submit DS and PCS reports e Monitor the status of DS and PCS assessments CSH AAPS User Manual PN 194 V6 0 Page 4 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online breglobal THE CODE FOR SUSTAINABLE HOMES e Download copies of DS a
45. To View Scores for dwellings e From the Work Summary page e Click on the Status text for the assessment you wish to update e The Assessment Details page is displayed e Click on the Scores tab e The Scores page for the selected assessment is displayed Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Summary Issue Details Scores Report Maker Scores Dwelling Address i Rothamns Avenue Chelmsford 2 Rothamns Avenue Chelmsford 3 Rothamns Avenue Chelmsford 4 Rothamns Avenue Chelmsford 5 Rothamns Avenue Chelmsford Essex Essex Essex Essex Essex Control Panel User Manual Detailed Sum Level Points Status 4 iz o Star 4 iz 0 Star 4 le 0 Star 4 12 0 Star 4 12 O Star e The columns indicate the mandatory level reached for the Energy and Water categories the Overall Level Total Points and Star Rating Please Note This page reflects only what has been recorded and assigned so far Always check that the report is complete before taking the data displayed here as being final CSH AAPS User Manual PN 194 V6 0 Page 67 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES 12 2 Detailed score summary e This function provides a detailed summary of the scores broken down for categories and issues
46. User Defined Evidence Type An example piece of evidence wi Filing cabinet 1 Edit Assign Add Evidence Details Notes amp Further Information Description of Features Relating to Issue amp Suggested Improvements o Completed C e In order for each issue to be saved as Completed on this form the assessor must first ensure that all spec ID s have been saved as complete DS Report Submission Assessment Details Dwelling Addresses Issue Details Specifications for Ene 1 Dwelling Emission Rate ID Description Credits Status Complete Add New Specification 1 Example Spec ID 1 10 1 Edit Assign Please Note In cases where a development is not seeking a particular issue or in other words credit not sought the issue detail should be saved as complete through this check box without entering any spec ID s or evidence e The system will not allow the assessor to submit the report until all items under the issues check list are marked as complete with a tick displayed in the corresponding Entries Done column CSH AAPS User Manual PN 194 V6 0 Page 66 of 100 BRE Global Ltd 2015 bregloba 12 Viewing scores THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 12 1 The score summary e Atany stage in the submission process the user is able to use the View Scores function to see at a glance a summary of the score for each dwelling e
47. akeford Dictionary House American College Chesterfield Lavender Gardens Nevton Fairfiel Poachers Wood Langham Cresent Durham Hummer Park Phase 2 Hummer Park Phase 1 Hummer Park Phase 3 Pages 1 J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs Register New Design Stage Assessment CSH AAPS User Manual PN 194 V6 0 05 04 2008 01 06 2008 21 06 2008 11 08 2008 11 08 2008 12 11 2008 29 01 2009 15 03 2009 15 03 2009 16 03 2009 26 03 2009 26 03 2009 26 03 2009 BRE 00000558 DS 001 03 BRE 00001455 DS 001 02 BRE 00001589 PC 001 00 BRE 00001904 PC 001 00 BRE 00001905 DS 001 00 BRE 00003050 DS 001 01 BRE 00003458 DS 001 01 BRE 00003790 DS 001 02 BRE 00003791 DS 001 01 BRE 00003794 DS 001 00 BRE 00003856 PC 002 00 BRE 00003856 PC 001 00 BRE 00003856 PC 003 00 Page 15 of 100 Oct2007 Apr2008 Apr2008 Apr2008 Apr2008 Oct2008 Oct2008 Oct2008 Oct2008 Oct2008 Apr2008 Apr2008 Apr2008 DS Passed QA DS Certified PCS Certified PCS Assessing DS Assessing DS Checking QA DS Submitted DS Action Required DS Assessing DS Checking Admin PCS Assessing PCS Assessing PCS Assessing Page 1 Register New Post Construction Stage Assessment View Archived Work Summary BRE Global Ltd 2015 regloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stag
48. ame SITE DETAILS Site Address County 22 2ct Line Site Post Code Local Planning Authority Developer 1 Developer 2 e The Date Scheme Scheme Version Assessor Name Assessor Reference Number and Assessor Organisation fields are populated automatically Work Summary DS Registration DS Report Certificates DS Registration Date of Application 15 04 7009 Scheme CSH Scheme Version Oct2008 L ESESSOR DETAILS Assessor Joe Bloggs Poseti atr eee Et e ee Assessor Reference Number BREEAM Assessor ab x r Assessor s Organisation BRE Global Working Name e Complete all appropriate fields on the form e Please Note the following fields are mandatory and are indicated with a red asterix and must be completed before the assessment can be registered o Working Name This field is used to help the assessor identify the development This can be the same as site name Site Name Site Address County Postcode Outer Local Planning Authority Developer 1 Number of Units O O OOOHOO CSH AAPS User Manual PN 194 V6 0 Page 13 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Joe Bloggs Log Off Control Panel User Manual Assessor Work Summary DS Registration DS Report Certificates DS Registration Date of Application 15 04 7009 Scheme CSH Scheme Ver
49. anual 1 5 Folder 1 section a Edit Assign 2 Design Stage SAP 2005 Worksheets 2 Folder 2 Edit Assign 3 Drawings showing location of fixtures footings Folder c kee acon of external drying spac Add Evidence Details Notes amp Further Information Fig 35 Issue Details Screen Page 59 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bre globa THE CODE FOR SUSTAINABLE HOMES 10 9 Helpful Notes on Application of Evidence Once an evidence record has been created the issues it can be assigned to are limited to those that the Code guidance requires that evidence type for with one or two exceptions Some evidence types are available to be assigned to all issues The evidence record will appear in the issue detail screen of the issues to which the assessor has assigned it A single evidence record can be used for assigned to many Spec IDs within the same issue And where evidence is assigned to more than one issue it can be assigned to many Spec IDs within those issues If an evidence record is assigned to many issues you may go into any single issue summary screen for issues it is assigned to and edit or delete the evidence record there this will not affect this evidence record in any other issue Where there is a requirement to make a universal change to an evidence record assigned to more than one issue the assessor would need to create a new evidence record with the new information
50. breglobal User Manual April 2015 Code for Sustainable Homes Automated Assessment Processing System www thecsh co uk breqlobal 2 1 2 2 2 3 2 4 2 5 2 6 3 1 3 2 4 1 4 2 4 3 4 4 CO N O O1 8 1 8 2 8 3 8 4 8 5 8 6 9 1 9 2 9 3 9 4 9 5 9 6 9 7 9 8 9 9 10 10 1 10 2 10 3 10 4 10 5 10 6 10 7 10 8 10 9 Contents About this guide THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 4 Introduction to our Automated Assessment Processing System 4 Who can use the system Overview of system features System queries and support Technical guidance Email Related documents Assessment workflow diagrams Overall CSH workflow diagram Registration and report completion workflow diagram Logging onto the system Work summary System time out The control panel Logging out Registering an assessment Search Functionality The assessment details tab Creating dwelling addresses To create a new address Duplicate address details Creating a range of dwelling addresses Importing dwelling addresses Amend an address Delete an address Entering assessment details Creating a new spec ID Adding a specification detail Free text fields for supporting information The Spec ID and Evidence Counters Assigning a spec ID to a dwelling Amending spec ID s Unassigning spec ID s Deleting spec ID s Helpful notes on Spec IDs Creating Evidenc
51. ddresses page e Click on the Add New Dwelling Address link Control Panel User Manual A essor Joe Bloggs Log Off DS Registration DS Report Submission Assessment Details Dwelling Addresses Work Summary DS Report Certificates Issue Details Report Maker Create Phase Plot no Address Status Town City County Post Code Dwelling Addresses Add New Dwelling Address in e The Dwelling Address details page is displayed Dwelling Address House Type e PlotNo Orplotno s ito a weatty Aress O roma O County portcades As part of information required on the Code Certificate you are required to provide the Carbon Dioxide CO emmision rating for this dwelling This must be obtained from a SAP energy efficiency survey carried out on the property Please provide the Energy Performance Certificate EFC Number and the CO rating below eem OOO O Social Housing Complete F Duplicate for Record Create Next Create Range gt S Dri Browse Download Excel template Upload Dwellings CSH AAPS User Manual PN 194 V6 0 Page 25 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online e Click on the Download Excel template link at the bottom of the Dwelling Address details page rating below EPC No CO Rating Social Housing No Complete Duplicate for Next New Record
52. de CO emmision rating for this dwelling This must be obtained from a SAP energy efficiency survey carried out on the property Please provide the Energy Performance Certificate EFC Number and the CO rating below EPC No CO Rating Social Housing No Complete Duplicate for Next New Record Ft Please Note The report cannot be submitted until all dwelling address records show a status of Complete CSH AAPS User Manual PN 194 V6 0 Page 28 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES e The Dwelling Addresses summary page is displayed summarising all dwelling address records for this assessment Work Summary DS Registration DS Report Submission Assessment Details Dwelling Addresses Control Panel User Manual Assessor Joe Bloggs Log Off Certificates Issue Details DS Report Report Maker Create Phase Add New Dwelling Address Social Address Dwelling Addresses Plot no Address Status Town City County Post Code Huag Debi i i Rothamns Avenue Complete Chelmsford Essex CM2 8YX No Edit 2 2 Rothamns Avenue Complete Chelmsford Essex CM2 8YxX No Edit 3 3 Rothamns Avenue Complete Chelmsford Essex CM2 8YX No Edit 4 4 Rothamns Avenue Complete Chelmsford Essex CM2 8YxX No Edit 5 5 Rothamns Avenue Complete Chelmsford Essex CM2 BYX No Edit 6 6 Rothmans Avenue Complete Chelmsford Essex CM
53. dress Create Phase Add New Dwelling Address Town City County Post Code ts Status Housing Details CSH AAPS User Manual PN 194 V6 0 Page 20 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online breglobal THE CODE FOR SUSTAINABLE HOMES e The Dwelling Address details page is displayed Control Panel User Manual Dwelling Address house Type House Name No Plot No Or Plot No s to Street 1 Po smeete Locality Area Town City I poscos As part of information required on the Code Certificate you are required to provide the Carbon Dioxide CO emmision rating for this dwelling This must be obtained from a SAP energy efficiency survey carried out on the property Please provide the Energy Performance Certificate EFC Number and the CO rating below we oo CO Rating Social Housing Complete Duplicate for Next New Record e With regard to dwelling addresses each individual record can be saved as Complete or Incomplete by ticking or un ticking the Complete tick box before clicking on the save update button This functionality has been included to help assessors keep track of dwelling address records that they have only entered partial address information for The status of each dwelling Complete or Incomplete is shown on the addresses summary screen Please Note The
54. dwelling addresses must be recorded Once dwelling addresses are recorded click on the Create Phase link at the top of the dwelling address table Figure 8 above The assessment phasing address selection screen Manage Your Assessment screen is displayed Figure 9 below MANAGE YOUR ASSESSMENT Dwelling Select 1 Buckingham Road 2 Buckingham Road 3 Buckingham Road 4 Buckingham Road 5 Buckingham Road 6 Buckingham Road 7 Buckingham Road 8 Buckingham Road 9 Buckingham Road FA NNN N N 10 Buckingham Road Create New Phase Go to Work Summary Fig 9 Phasing Address Selection Screen This screen enables the system user to specify which dwellings should be moved into a new phase of this assessment To move a dwelling or group of dwellings into an additional phase tick the check box es as appropriate When all dwellings to be moved into the new phase report have been selected click the Create New Phase button In the example below dwellings 6 to 10 will be moved into a new phase Figure 10 below CSH AAPS User Manual PN 194 V6 0 Page 94 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online MANAGE YOUR ASSESSMENT Dwelling 1 Buckingham Road 2 Buckingham Road 3 Buckingham Road 4 Buckingham Road 5 Buckingham Road 6 Buckingham Road 7 Buckingham Road 8 Buckingham Road 9 Buckingham Road p EARNwwpoo
55. e 11 4 The credit summary Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Summary Issue Details ISSUES Check List for Rothamns Ave P2 Entries Done ASSESSMENT DETAILS Assessment Details Complete DWELLING ADDRESS Dwelling Details Complete 5 of 5 CREDIT SUMMARY Enel InComplete Ene Complete Ene3 InComplete Ene4 InComplete Ene5 InComplete ee ee e S The final section of the issues check list shows the credit summary and the status of each of the 34 issues which make up the Code for Sustainable Homes The status of each issue under the credit summary relates directly to the Completed status of each issue which is defined through the Completed tick box found at the bottom left of each individual issue detail screen CSH AAPS User Manual PN 194 V6 0 Page 65 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manual Logged in as Assessor A Work Summary DS Registration DS Report Certificates assesso DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Credits Status id i Example Spec ID i i0 Complete i Edit Assign Related Evidence sig Evidence Type Evidence Title Version Location Edit Assign i
56. e o5 04 2008 01 06 2008 21 06 2008 11 08 2008 11 08 2008 12 11 2008 29 01 2009 15 03 2009 15 03 2009 16 03 2009 26 03 2009 26 03 2009 26 03 2009 Registration Number BRE O0000558 D05 001 BRE 00001455 D05 001 BRE O0001589 BRE 00001904 BRE 00001905 BRE 00003030 BRE 00003438 BRE 00003790 ERE 00003791 BRE 00003794 BRE O0O003856 BRE O0003856 BRE OO0003856 Page 16 of 100 Oct2007 Apr2z008 Aprz008 Apr2008 Apr2008 Oct2008 Oct2008 Oct2008 Mct2008 Oct2008 Aprz2008 Apr2008 Apr 008 DS Passed OA DS Certified PCS Certified PCS Assessing OS Assessing DS Checking QA DS Submitted DS Action Required DS Assessing DS Checking Admini Pcs Assessing PTS Assessing PTS Assessing View Archived Work Summary BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 7 The assessment details tab e By clicking on the DS Assessing status text following a successful registration the user enters into the CSH report completion area of the system e The Assessment Details tab is the default tab displayed when DS PCS Assessing status is clicked e The Assessment Details tab contains the Assessment Details form Control Panel User Manual Assessor Joe Bloggs Li Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details R
57. e 3 Internal Lighting Ene 4 Drying Space Ene 5 Energy Labelled White Goods Ene 6 External Lighting Ene 7 Low or Zero Carbon LZC Technologies Ene 8 Cycle Storage Ene 9 Home Office Wat 1 Indoor Water Use Wat 2 External Water Use Mat 1 Environmental Impact of Materials Mat 2 Responsible Sourcing of Materials Basic Building Elements Mat 3 Responsible Sourcing of Materials Finishing Sur 1 Management of Surface Water Run off From Developments Sur 2 Flood Risk The QA Scores column displays the mark each issue has been awarded by the QA checker E Bh k OB e WU BE 8 B e N WU M e N U YP PF e N B OH CA HO O bb am QA Scores Red No Mark No Mark No Mark Red No Mark No Mark Red No Mark Red No Mark No Mark No Mark No Mark No Mark THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Status Incomplete Complete Complete Complete Incomplete Complete Complete Incomplete Complete Incomplete Complete Complete Complete Complete Complete Complete Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit There are 3 marks no mark amber and red Issues with a mark of amber may require correction issues with red will require correction Please see the assessor operations manual for further detail around QA credit check scores Please Note Issues that require re work will be ind
58. e Assessment Online 6 Search Functionality e Asearch box is located on the Work Summary screen to allow easy location of specific assessments It searches through the contents of all pages within the Work Summary e In order to locate an assessment it is possible to search by a partial or whole Working Name or Registration Number Once the search term e g 0558 or Beechwood has been typed into the text box on the top right and Search has been clicked any assessment with that term anywhere within the Working Name or Registration Number will be listed on the Work Summary screen e Page Numbers have also been added to the Work Summary screen in place of a scrolling list A selectable list of all pages in the Work Summary will appear on the bottom left of the screen The currently selected page will appear on the bottom right of the screen Work Summary Registration Certificates Work List Working Name Beechwood Close Newland Park Jersey Avenue Phase i Evolution Colwyn Bay Jersey Avenue Phase 1 Coote Green Lane Wakeford Dictionary House American College Chesterfield Lavender Gardens Newton Fairfiel Poachers Wood Langham Cresent Durham Hummer Park Phase 2 Hummer Park Phase 1 Hummer Park Phase 3 Pesos CSH AAPS User Manual PN 194 V6 0 Assessor J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs 1 Bloggs J Bloggs 1 Blogas J Bloggs 1 Bloggs 1 Eloggs J Bloggs Registration Dat
59. e Blue Cross to access the Evidence Assignment screen and un tick the check boxes under the Assign column for each piece of evidence as appropriate Once this has been completed save all changes Evidence Assignment Evidence Assignment Aa Type Version Location 2 Design Stage SAP 2005 Worksheets 2 Folder 2 3 Drawings showing location of fixtures footings of external drying space Folder c 1 Test piece of evidence for user manual 1 5 Folder 1 section a Fig 33 Evidence Assignment Screen Once saved the Spec ID Detail screen shows that the link between the Spec ID and evidence records have been removed Figure 34 below CSH AAPS User Manual PN 194 V6 0 Page 58 of 100 BRE Global Ltd 2015 CSH AAPS User Manual PN 194 V6 0 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Specification Details Specification Description Test spec ID 2 Related Evidence a O H Fig 34 Specification Details Spec ID Details Screen Click the Update button to save changes here also changes made can be seen displayed on the Issue Details screen Figure 35 below CONCI Panel VSer Manuail Loggec 551 tail es Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Ev 1 Test spec ID i 15 Complete i Edit Assign 2 Test spec ID 2 10 Complete Edit Assign Related Evidence aed Type Version Location 1 Test piece of evidence for user m
60. e Chelmsford 2 Rothamns Avenue Complete Chelmsford 3 Rothamns Avenue Complete Chelmsford 4 Rothamns Avenue Complete Chelmsford 5 Rothamns Avenue Complete Chelmsford 6 Rothmans Avenue Complete Chelmsford Please Note Dwelling address records can be duplicated as complete OR incomplete by ticking or unticking the complete box as appropriate before clicking Create Next Please Note The EPC Number and CO Rating are mandatory for PCS Assessments only They are not required when completing DS assessments NB CO Rating should be a whole number between 1 and 100 only no letters CSH AAPS User Manual PN 194 V6 0 Page 23 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 8 3 Creating a range of dwelling addresses e Users are also able to create a range of dwelling addresses e In order to do this complete the Or Plot No s section with a range of plot numbers Dwelling Address House Type House Name No Plot No Street 1 Street 2 Locality Area Bierton Town City Aylesbury pO County Buckinghamshire As part of information required on the Code Certificate you are required to provide the Carbon Dioxide CO emmision rating for this dwelling This must be obtained from a SAP energy efficiency survey carried out on the property Please provide the Energy Performance Certificate EFC Number and the CO
61. e Records Improvements to the evidence module Adding Evidence Records The Evidence entry form explained Saving the evidence record Assigning or Linking Evidence Records to Spec IDs Spec ID Detail Screen Creating a link Removing links Helpful Notes on Application of Evidence CSH AAPS User Manual PN 194 V6 0 Page 2 of 100 m oOo ooo WDNYo ODOoanxaunsb A a a ok N O N N O NOM MB NM DN ND oOoioarkkKN O OO BRHKHHWBWWW W BRWNONN OD BND iN N onann ann n st A owoOn RWW ON N BRE Global Ltd 2015 breqlobal 11 11 1 11 2 11 3 11 4 12 12 1 12 2 13 13 1 13 2 13 3 14 15 15 1 15 2 15 3 16 16 1 16 2 16 3 17 17 1 18 18 1 18 2 19 19 1 20 20 1 20 2 20 3 20 4 20 5 20 6 20 7 CSH AAPS User Manual PN 194 V6 0 Checking the Report The check list screen The assessment details check The dwelling addresses check The credit summary Viewing scores The score summary Detailed score summary The Report Maker Using the report maker for assessments with DS PC Assessing status Using the report maker for assessments with DS PC Certified status Importing corporate logos Re assigning assessments Report submission Pre submission Quality Checks Submitting the report Report status THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 61 61 63 64 65 67 67 68 69 69 70 71 74 19 15 15 78 Managing rep
62. e button Specification Details Spec ID 1 Specification Decoription Example spec ID 1 Related Evidence Number E Enel Credits 10 Level 4 Completed F e The Issue Details page is displayed with the incomplete spec ID on the spec ID table CSH AAPS User Manual PN 194 V6 0 Page 35 of 100 BRE Global Ltd 2015 breg lobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manual Logged in as Assessor A Work Summary DS Registration DS Report Certificates i assesso DS Report Submission Acacia Datalls Dwelling Addresses Summary Tssue Details Scores Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Credits Status e No 1 Example Spec ID i 10 Incomplete Edit Assign Add New Specification Related Evidence Evidence Type Evidence Title Version Location Edit Assign Add Evidence Details Notes amp Further Information Description of Features Relating to Issue amp Suggested Improvements Completed F Save Repeat the process described above for each unique specification for this issue Please Note All spec ID s and evidence must be completed before an issue can be ticked as complete 9 3 Free text fields for supporting information On all spec ID detail forms there are two boxes available to the asses
63. e for 1 cycle in the communal storage and the other described as Cycle Storage in the compliant shed Remember you as the assessor should be able to clearly see how the credits awarded for an issue have been achieved and your client may wish to view a printout of the report which is easy to understand so your Spec ID description should be relevant and clear You will also need to ensure that you minimise the time spent producing the report without compromising accuracy and completeness One final consideration is that when having your report QA checked the way your Spec IDs are created and described should be clear enough for the QA checker to be able to understand 9 9 4 Must I create a spec ID where credits are not sought or not achieved Yes but only for the mandatory credit issues The assessor may choose to create a Spec ID to demonstrate that credits were sought for an issue but not achieved and this may be useful to highlight to the client at design stage where credits are lost but could potentially be achieved at the post construction stage CSH AAPS User Manual PN 194 V6 0 Page 46 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bre globa THE CODE FOR SUSTAINABLE HOMES 10 Creating Evidence Records The recording of evidence has proven a time consuming task in the past and has been a source of frustration for assessors In consultation with assessors we have redesigned the Evidence record form
64. eces of evidence is achieved through the Spec ID detail screen for each individual Spec ID CSH AAPS User Manual PN 194 V6 0 Page 54 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 10 7 Creating a link In the example in Figure 26 below the user wishes to link Spec ID 1 with evidence record number 1 Work Summary DS Registration DS Report Certificates DS Report Submission Control Panel User Manual Assessment Details Dwelling Addresses Issue Detail Specifications for Ene 1 Dwelling Emission Rate ails Scores Report Maker ID Description I Test spec ID 1 Complete 2 est spec IO 2 Complete Ssign Add New Specification Related Evidence co Type 1 Version Location Test piece of evidence for user manual Folder i section a Edit Assign Notes amp Further Information Description of Features Relating to Issue amp Suggested Improvements Save Fig 26 Issue Details Screen showing Spec ID and Evidence record to be linked To do this the Spec ID detail form for Spec ID must be opened by selecting the Edit text on the Spec ID number 1 record Figure 27 below CSH AAPS User Manual PN 194 V6 0 Page 55 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manual Work Summary DS Registration DS Report Certificat
65. el Completed e From the Issue Details page e Select the Spec ID you wish to delete and click on the Edit text in the far right column for the Spec ID e To delete this Spec ID click the Delete button e A pop up warning message is displayed if you are sure you wish to delete the Spec ID click OK e The Issue Details page is displayed CSH AAPS User Manual PN 194 V6 0 Page 43 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bre globa THE CODE FOR SUSTAINABLE HOMES 9 9 Helpful notes on Spec IDs e Assessor feedback has indicated that a more detailed description of a Spec ID is required This section endeavours to fully explain Spec IDs and their application 9 9 1 Spec ID Description e Once the assessment is registered and the summary details are entered the next stage will be to describe and assess the range of specifications applicable for each dwelling against each of the 34 CSH issues As specifications are recorded against each issue the CSH system assigns them an ID number hence they are referred to as Specification IDs or Spec IDs for short e Spec IDs are linked to Evidence records which support the credits awarded in the Spec ID and to Address records which links the credits awarded in the Spec ID to the individual dwellings and eventually produces the final score for certification e Inthe context of the Code for Sustainable Homes a Spec ID can be defined as
66. en click on the DS PC Certified status heading e Following this click on the Report Maker tab located under the Work Summary tab LONTrOI rani UEP manui AFSESE Work Summary DS Registration DS Report Certificates Report Maker 3 P oberts Road P1 Id Plot No House No Address PostCode Code Level Certificate i 1 i A Street DE i Download CSH AAPS User Manual PN 194 V6 0 Page 70 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online The user is then presented with the same Report Maker menu screen Please select the type of print required from the list below 1 RepOO1 Parties Involved 2 RepOO Assessment and Site Information 3 RepOO3 Category Summary A Rep004 Dwelling Details 5 RepO0O5 Issue Details 6 Rep006 Allocation of SpecIDs to Dwellings T RepOO Detailed Score Sheet 3 RepOoOs Full Report m o o o o 13 3 Importing corporate logos Users may upload their own corporate logo onto the Report Maker so that it is incorporated into all generated reports To add a corporate logo click on the Work Summary tab and click on the Control Panel link ser Manual Assessor Joe Bloggs Log Off Work Summary Registration Certificates Work List Search Working Name Assessor eee Registration Number Scheme Version Status A Beechwood Close Newland Park J Blogas o5 04 2008 BRE O000055
67. eport Maker Assessment Details for Rothamns Ave P2 A Date of Application 17 06 2008 Scheme CSH Scheme Version Test 2008 ASSESSOR DETAILS Assessor Joe Bloggs Assessor Reference Number BREEM Assessor 639 Assessor s Organisation Green Assessments Ltd E Working Name Rothamns Ave P2 MAIN PARTIES Please ensure that this information is correctly spelt as it will be displayed on all certificates Client Housing body Organisation Essex County Council Contact F Smith Address 5 High Street Chelmsford Essex Postcode CM2 Organisation Eco Builders Ltd Contact Address 15 High Street Tring Buckinghamshire Organisation F Shaw amp Associates Post Code Architect Contact F Shaw e This page has four main sections Main Parties Site Details General Description of Site Category Summary ee e When first opening the Assessment Details form please enter as much data as possible e It will be necessary to return to this page and complete all main party and site details as the assessment progresses e The General Description of Site and Category Summary sections of this page are not mandatory for completion Please Note The information in the Assessment Details is used to populate the dwelling certificates and it is the responsibility of the assessor to ensure this information is correct CSH AAPS User Manual PN 194 V6 0 Page 17 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HO
68. erst Registration Number Scheme Version Status A Beechwood Close Nevdand Park J Bloggs 05 04 2008 BRE 00000558 DS 001 03 CSH Oct2007 DS Passed QA Jersey Avenue Phase 1 J Bloggs 01 06 2008 BRE 00001455 DS 001 02 CSH Apr2008 DS Certified C Evolution Colvyn Bay J Bloggs 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 PCS Certified C Jersey Avenue Phase 1 J Bloggs 11 08 2008 BRE 00001904 PC 001 00 CSH Apr2008 PCS Assessing C Coote Green Lane Wakeford J Bloggs 11 08 2008 BRE 00001905 DS 001 00 CSH Apr2008 DS Assessing d Dictionary House J Bloggs 12 11 2008 BRE 00003050 DS 001 01 CSH Oct2008 DS Checking QA e When opened this link takes the user to the Control Panel main page CSH AAPS User Manual PN 194 V6 0 Page 9 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage amp Post Construction Stage Assessment Online ABOUT THE CODE HOW THE CODE WORKS BECOME AN ASSESSOR CONTACT US USER CONTROL PANEL Name Mr Joe Bloggs CSH User Type Assessor Edit My Registration Details Change My Password To Update your Registration Details Please To Update Change your Password Please click click on the button below on the butten below Ci eT I Summary Reports Manage Assessment Report To generate create some Summary Reports To Manage your Assessment Reports Please Please click on the but
69. es DS Report Submission Assessment Details Dwelling Addresses Summary Issue Details Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Credits Status a No IE Test spec ID 1 15 Complete Assign 2 Test sper ID Z 10 Complete Edit Assign Related Evidence Ew 2 2 No Type Version Location 1 Test piece of evidence for user manual 1 5 Folder 1 section a Edit Assign Add Evidence Details Notes amp Further Information Fig 27 Issue Details Screen showing Edit option The Spec ID Detail screen is displayed Figure 28 below Specification Details Specification Description Test spec ID 1 Related Evidence Number Enel Credits 15 Leve Completed Fig 28 Specification Details Spec ID Detail Screen Click on the Blue Cross to begin the process of selecting and assigning Spec IDs and evidence records The Blue Cross is located at the end of the Related Evidence Number field as shown in Figure 28 above CSH AAPS User Manual PN 194 V6 0 Page 56 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online The Evidence Assignment screen is displayed Figure 29 below This screen lists all evidence that has been entered for the issue in this case Ene Evidence Assignment Evidence Assignment Ew No Type Version Location 1 Test piece of evidence for user manual 1 3 Folder 1 section a Back
70. esponsible Sourcing of Materials Finishing a Oo Oo Incomplete Edit a of Surface Water Run off From 0 o o Iimonpee Eit Sur 2 Flood Risk o g Oo Incomplete Edit Herel EE Non Recyclable Waste and Recyclable 0 o o imompke E Was 2 Construction Site Waste Management o E Incomplete Edit Was 3 Composting 0 T g Incomplete Edit Page 62 of 100 Check Report Submit Report BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES 11 2 The assessment details check Work Summary DS Registration Certificates Summary Issue Details Entries Done DWELLING ADDRESS Dwelling Details Complete 5 of 5 CREDIT SUMMARY Enel InComplete Ene Complete Ene InComplete Ene4 InComplete Ene5 InComplete Ene6 InComplete Ene InComplete EneS InComplete Ene9 InComplete Wati InComplete Wat InComplete Mati InComplete e The first area of the check list screen verifies the status of the assessment details form e n order for this section to be complete the assessment details form reached from the assessment details tab has to be saved with the Update Complete box ticked Management Update CSH AAPS User Manual PN 194 V6 0 Page 63 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 11 3 The dwelling addresses check Work Summary DS Registration Certifica
71. f this box is not ticked then the report will not be able to be submitted for certification 9 9 3 When do I need to create a new Spec ID e Spec IDs are designed to minimise the amount of inputting the assessor is required to do when preparing a report e Spec IDs can be created at the discretion of the assessor The Ene 1 calculator tool defines the number Spec IDs to be created in this case the number of credits awarded for a dwelling or a CSH AAPS User Manual PN 194 V6 0 Page 45 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bre globa THE CODE FOR SUSTAINABLE HOMES group of dwellings defines a spec ID For example 2 detached houses and a group of flats all achieve 5 credits for Ene 1 then 1 Spec ID is created and assigned to all of these dwellings Each highlighted line in the Spec ID Summary tab of the Ene 1 Calculator tool equates to a Spec ID for Ene 1 The assessor may choose to create more than one Spec ID for an issue where all dwellings achieve the same number of credits but achieve it in a different way For example a 2 bed flat may get 1 credit for Ene 8 Cycle Storage for having storage for 1 cycle in a communal store and a 3 bed house may get 1 credit for having storage for 1 cycles in a compliant shed The assessor can then choose to create 1 Spec ID perhaps described as Cycle Storage achieving 1 credit and assign to both dwellings or to create 2 Spec IDs one described as Cycle storag
72. ficate Jersey Avenue Phase i J Bloggs 01 06 2008 BRE 00001455 D5 001 02 TSH Apr2008 Dovmload Evolution Colwyn Bay J Bloggs 21 06 2008 BRE OO001589 PC 001 00 CSH Apr2008 Dovmload e The heading will then change to Copied Control Panel User Manual Assessor Joe Bloggs Log Off Work List Working Name Assessor S Registration Number Scheme Version Pitan Apply for PCS Jersey Avenue Phase 1 1 Bloggs 01 06 2008 BRE 00001455 D5 001 02 CSH Apr2008 Dovmload Evolution Colwyn Bay 1 Blogas 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 Dovmload PET REpTt e Onthe Work Summary screen the copied PCS assessment will appear Please Note Currently certified DS assessments can only be copied across to PCS ONCE 18 2 Copying Uncertified DS assessments to PCS e The system allows the user to copy an uncertified DS assessment with a status of DSAssessing to PCS if the status of the assessor logged in the system is lead assessor please refer to page 4 for information on lead assessor functionality e The copied PCS assessment will contain exactly the same Spec ID information as the uncertified DS assessment Please Note All individual dwelling address and spec ID records are copied across with a status of Incomplete Please Note Evidence is NOT copied across from DS to PCS since evidence requirements differ CSH AAPS User Manual PN 194 V6 0 Page 85 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE
73. fication Description Example Spec ID 1 Related Evidence Ea Number Enei Credits 10 Level 4 Completed Back Dette update 9 7 Unassigning spec ID s e From the Issue Details page e Select the Spec ID you wish to amend and click on the Assign text in the far right column for the Spec ID e Use the tick boxes and un tick dwellings to un assign when un assigning is complete tick the Complete tick box and click the Save button LOND Faner User Ma Ene 1 Credit Specification DER TER applied to the selected dwellings All Plot no Address Town City County PostCode Apply 1 1 Rothamns Avenue Chelmsford Essex CM BYX J 2 Rothamns Avenue Chelmsford Essex CM EYX E 3 3 Rothamns Avenue Chelmsford Essex CM2 BYX FI 4 4 Rothamns Avenue Chelmsford Essex CM2 BYX FI O 5 5 Rothamns Avenue Chelmsford Essex CM BYxX e You can also click the All tick box to un tick all dwellings CSH AAPS User Manual PN 194 V6 0 Page 42 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES 9 8 Deleting spec ID s e Before attempting to delete a Spec ID please ensure it is not assigned to any dwellings If the Delete button is greyed out please follow the Unassigning procedure described above Specification Details Specification Description isl psi thal Related Evidence a Number Enel Credits 1 oe Lev
74. he Description field is provided to give the assessor facility to give a meaningful name to each Spec ID This is free text and can be used to show the way credits are being achieved for a particular house type or to indicate the method or equipment used to achieve the credits e As an example for any issue a Spec ID might be called House type A This allows the assessor to show that for this house type all units are achieving the same number of credits in the same way It may be more helpful to have a few more words describing how the credits are achieved although in some cases this example may be enough e Another example for the Ene 4 issue in an assessment of a dwelling with a 10 metre washing line the Ene 4 Spec ID description could be 10 metre washing line This Spec ID would be assigned to all dwellings with a 10m washing line e For issues where the credits are awarded for a site wide compliance such as for committing to achieve Beyond Best Practice in the Considerate Constructors scheme the Spec ID description could be Considerate Constructors Beyond Best Practice Credits e Adrop down list that indicates the number of credits awarded Level e Where an issue has a mandatory requirement to achieve a certain score such as Ene 1 and Wat 1 the level achieved based on the credits awarded is automatically displayed Completed e This tick box must be ticked to indicate that recording of the Spec ID is complete I
75. he report does not pass the admin check the status changes to DS PCS Action Required Control Panel User Manual Assessor Joe Bloggs Lo Work Summary Registration Report Certificates Work List Working Name Assessor ae Registration Number Scheme Version Status A Beechwood Close Nevwdand Park J Bloggs 05 04 2008 BRE 00000558 DS 001 03 CSH Oct2007 DS Passed QA Jersey Avenue Phase 1 j Bloggs 01 06 2008 BRE 00001455 DS 001 02 CSH Apr2008 DS Certified Evolution Colvyn Bay J Bloggs 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 PCS Certified C Jersey Avenue Phase 1 J Bloggs 11 08 2008 BRE 00001904 PC 001 00 CSH Apr2008 PCS Assessing F Coote Green Lane Wakeford J Bloggs 11 08 2008 BRE 00001905 DS 001 00 CSH Apr2008 DS Assessing d Dictionary House J Bloggs 12 11 2008 BRE 00003050 DS 001 01 CSH Oct2008 DS Checking QA American College Chesterfield J Bloggs 29 01 2009 BRE 00003458 DS 001 01 CSH Oct2008 DS Submitted aurea Gardens Newton J Bloggs 15 03 2009 BRE 00003790 DS 001 02 CSH Oct2008 Poachers Wood J Bloggs 15 03 2009 BRE 00003791 DS 001 01 CSH Oct2008 DS Assessing C Langham Cresent Durham J Bloggs 16 03 2009 BRE 00003794 DS 001 00 CSH Oct2008 Pa CEOS Hummer Park Phase 2 J Bloggs 26 03 2009 BRE 00003856 PC 002 00 CSH Apr2008 PCS Assessing C Hummer Park Phase 1 J Bloggs 26 03 2009 BRE 00003856 PC 001 00 CSH Apr2008 PCS Assessing F Hummer Park Phase 3 J Bloggs 26 03 2009 BRE 00003856 PC 003 00 CSH Apr
76. icated by the incomplete status against the relevant issue on the Issue Summary Screen The provided QA feedback form will guide you as to what changes need to be made e g if credits for a particular issue have been awarded without sufficient Supporting evidence the QA feedback will direct you to the issues which require amendment 16 3 Resubmitting the assessment Once all feedback provided by the QA credit checker in a separate form has been addressed in all appropriate sections of the assessment the same process of checking the assessment should be followed to activate the Submit Report button found on the Check Report screen CSH AAPS User Manual PN 194 V6 0 Page 81 of 100 BRE Global Ltd 2015 bregloba CSH AAPS User Manual PN 194 V6 0 17 17 1 THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Managing certificates Once the Interim certificate has been generated the report status will change to DS Certified Work List Working Name Assessor Beechwood Close Newland Park J Bloggs Jersey Avenue Phase i Evolution Colwyn Bay Jersey Avenue Phase 1 Coote Green Lane Wakeford Dictionary House American College Chesterfield Lavender Gardens Newton Fairfiel Poachers Wood Langham Cresent Durham Hummer Park Phase 2 Hummer Park Phase 1 Hummer Park Phase 3 Pages 1 A mm Register New Design Stage Fi Bloggs Bloggs Bloggs Blogg
77. ing space and ventilation Drawings showing location of fixtures footings of external drying space Notes Drawings specification text showing location of light fittings in all rooms Letter from developer to assessor giving the specific undertaking Letter of instruction to contractor supplier Plans and elevations showing construction details specification text confirming intention where drying space specification is not known at design stage E a Specification text confirming intention where internal lighting specification is not known at design stage Specification text confirming intention where SAF cannot be produced at design stage Text describing location and length of drying line Fig 23 Evidence Details Screen showing Type List CSH AAPS User Manual PN 194 V6 0 Page 51 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online The secondary method for adding evidence is through manual entry This function can be used by selecting the User Defined Evidence Type option from the drop down list on the Evidence Details screen Figure 24 below Please Note For the purpose of transitioning evidence from the old method of recording to this new method on assessments where evidence has already been filled in by the assessor we have defaulted the evidence type to User Defined Evidence Type However when recording new evidence the assessor must use
78. ings 9 5 Assigning a spec ID to a dwelling e Once a Spec ID and related evidence have been recorded the Spec ID must be linked to the dwellings to which it applies this enables the report tool to calculate scores It is recommended to assign Spec ID s to dwellings as they are recorded in the system e From the Issue Details page click on the Assign text at the far right column of the Spec ID to be assigned CSH AAPS User Manual PN 194 V6 0 Page 37 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES Control Panel User Manual Log Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Credits Status ag i Example Spec ID i i0 Complete i Edit Related Evidence Evidence Type Evidence Title Version Location 1 User Defined Evidence Type An example piece of evidence vi Filing cabinet 1 Add Evidence Details Notes amp Further Information Description of Features Relating to Issue amp Suggested Improvements Completed C e A list of the dwellings entered so far is displayed Control Panel User Manu Dwelling Credits Ene 1 Credit Specification DER TER applied to the selected dwellings All Plot no Address Town City County PostCode Apply i 1 Rotha
79. inh le ok Indicates the assessment stage Design or Post Construction Fig 6 Assessment Reference Number Description CSH AAPS User Manual PN 194 V6 0 Page 92 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online breg oba THE CODE FOR SUSTAINABLE HOMES Step by step instructions 20 4 Creating a phase Phasing functionality is accessed on the Dwelling Address tab of the specific assessment that requires phasing From the Work Summary screen click on the appropriate assessment Figure 7 below Control Panel User Manual Assessor Joe Bloggs L Work Summary Registration Certificates Work List Working Name Assessor soe acer rare Registration Number Scheme Version Status A Bucks Rd Pi 1 Bloggs 17 06 2008 BRE OO000062 05 001 00 CSH Test 2008 DS Checking QA West Wycombe Development 1 Bloggs 17 06 2008 BRE O0000063 PC 001 00 CSH Test 2008 PCS Assessing F Rothamns Ave P2 1 Bloggs 17 06 2008 BRE OO0000064 05 001 00 CSH Test 2008 DS Checking QA Desborough Ave Pi 1 Bloggs 19 06 2008 BRE O0O000066 05 001 00 CSH Test 2008 DS Passed QA Roberts Road Pi 1 Bloggs 19 06 2008 BRE 00O000067 05 001 00 CSH Test 2008 DS Certified d l Bucks Ad P2 1 Bloggs 19 06 2008 BRE OO000068 05 001 00 CSH Test 2008 DS Assessing Tadlow Docks Pi 1 Bloggs 19 06 2008 BRE OO0000065 05 001 01 CSH Test 2008 DS Action Required Roberts Road Pi 1 Bloggs 11 08 2008 BRE OO00L106 PC 001 00 CSH Test 20
80. its that have been awarded by assigned spec ID s and the total number of points that this translates to e Mandatory levels achieved are indicated along with the final Code Level score Score Details for Rothamns Ave P2 PLOT SURFACE HEALTH amp NO ENERGY WATER MATERIAL WATER WASTE POLL WELLBEING MANAGEMENT ECOLOGY 1 2343530789 1 2 1 2 3 1 Zz E 2 2 nt 2 LI 2 F 4 1 2 3 4 12345 i io00 D0 0000 0 o oO o 0 0 oO CoO G O o o o 0 000 6 D 2 1000000000 0 o 0 0 0 0 0 ooa 0 0 0 O0 0 0 0 0 00000 k a 10000000000 0 o E 0 0 0 a ooog 09 0 0 0 0 0 0 0 0000 0 D 4 1000000000 0 o 0 0 0 0 a oaoa o 0 0 O0 0 0 0 0 000000 k 3 i100 0000000 0 al 0 0 0 0 0 poon 0 0 0 0 0 0 0 0 0000 0 k Please Note The total points score awarded to a dwelling does not equate to the total number of credits awarded to that dwelling Please Note The M Req column is not applicable to November 2010 assessments CSH AAPS User Manual PN 194 V6 0 Page 68 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 13 The Report Maker e The Report Maker allows the generation of pre defined reports on various aspects of an individual assessment All reports are generated in PDF format and can be saved locally and or printed Please Note The Report Maker can be used at any time while an assessments status is DS PC Assessing Once an assessment has been submitted DS PC Subm
81. itted the Report Maker cannot be used again until the assessment status is DS PC Action Required or DS PC Certified 13 1 Using the report maker for assessments with DS PC Assessing status e From the Work Summary screen open an individual assessment with a status of DS PC Assessing from the Work Summary Screen and click on the Report Maker tab at the far right Control Panel User Report Maker Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Assessment Details for Coote Green Lane Wakeford Phase 1 Date of Application 11 08 2008 Scheme CSH Scheme Version Aorz008 ASSESSOR DETAILS summary Assessor loe Bloggs Assessor Reference Number BREEAM Assessor 736 Assessor s Organisation BRE Global Working Name Coote Green Lane Wakeford MAIN PARTIES Please ensure that this information is correctly spelt as it will be displayed on all certificates a Fe oe e Select the combination of reports you would like from the Report Maker menu and click on the Generate PDF button Please select the type of print required from the list below 1 RepO0O1 Parties Involved 2 Rep0O Assessment and Site Information 3 Rep003 Category Summary A Rep004 Dwelling Details 5 Rep0OS Issue Details 6 Rep006 Allocation of SpecIDs to Dwellings 7 Rep007 Detailed Score Sheet 3 RepOOS
82. k the complete tick box field and click the Save button 10 5 Assigning or Linking Evidence Records to Spec IDs As part of the assessment of each individual CSH issue within the system the assessor must indicate which evidence records support the credits that have been awarded for each Spec ID The CSH AAP system provides the ability for assessors to create a link between Spec IDs and evidence records This assignment is performed in the individual Spec ID detail screen Assigning evidence records to Spec IDs provides an auditable trail for the award of credits for an issue The evidence record must be created before it can be linked to a Spec ID Therefore it is wise to create evidence records first and then to link in the evidence when creating the Spec IDs This will help to save time in preparing the assessment CSH AAPS User Manual PN 194 V6 0 Page 53 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES 10 6 Spec ID Detail Screen When viewing the Issue Details screen for any of the 34 Code Issues the Spec ID detail screen is accessed by clicking on the Add New Specification button or by clicking on the blue Edit text for an existing Spec ID record Specification Details Spec ID 3 pam DO Description o A Number Enei Credits Completed F Fig 25 Spec ID Details Screen Creating the link between a Spec ID and one many pi
83. lighted by the system when an individual issue is opened from the Issue Summary page CSH AAPS User Manual PN 194 V6 0 Page 33 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 9 2 Adding a specification detail To create a new Spec ID click on the Add New Specification button Work Summary DS Registration Control Pane DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Specifications for Ene 1 Dwelling Emission Rate ID Description a Ew Credits Status Ho Related Evidence FE Evidence Type Evidence Title Add Evidence Details Notes amp Further Information Description of Features Relating to Issue amp Suggested Improvements Completed F Save e The Specification Details page is displayed d Complete all fields on this page other than the related evidence number field this should be completed after evidence has been entered and specify the number of credits awarded Specification Details Spec ID Specification Description Enel Credits 0 v Lewel Completed E CSH AAPS User Manual PN 194 V6 0 Page 34 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Please Note The Related Evidence Number field highlighted in the image on the previous page is used
84. live system Recommended practices when phasing assessments on the system e Where possible always enter as much data as possible on the original registered assessment before creating any phases This will help to reduce double entry of assessment data later when other phases are completed e All phases must be made from a single master assessment This will be phase one 001 The system does not provide the ability to create a phase from a phase e Design stage assessments should not be phased if it is intended to be copied over to post construction CSH AAPS User Manual PN 194 V6 0 Page 99 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online CSH AAPS User Manual PN 194 V6 0 Page 100 of 100 BRE Global Ltd 2015
85. ls screen is displayed Figure 21 below Control Panel User Manual Assessor Avnish shah assessor Log Off Evidence Deta ils Add Evidence Details Ew No 2 Completed C Back Save Fig 21 Evidence Details Screen CSH AAPS User Manual PN 194 V6 0 Page 49 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online breglobal THE CODE FOR SUSTAINABLE HOMES 10 3 The Evidence entry form explained When entering evidence records four pieces of information are required as follows e Evidence Type The name of the type of evidence being recorded e Evidence Title The title or type of user defined evidence of the piece of evidence being recorded e Document Version The unique number reference number revision or version of the evidence document being recorded e Location The file path and location of the evidence document on the Assessment Supporting Evidence CD e Notes For the assessor to make notes for BRE or themselves to indicate location of document in assessors company filing system Also this field can be used to elaborate on User Defined Evidence 10 3 1 Type field Please Note This is a mandatory field The assessor has 2 options for naming the type of evidence to be recorded The primary method for choosing the evidence type is through use of the type field which can be used to select a piece of evidence from a pre populated drop down list Control
86. lvan Bay Jersey Avenue Phase 1 Coote Green Lane Wakeford Dictionary House American College Chesterfield Lavender Gardens Nevton Fairfiel Poachers Wood Langham Cresent Durham Hummer Park Phase 2 Hummer Park Phase 1 Hummer Park Phase 3 Pages 1 J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs J Bloggs Register New Design Stage Assessment 05 04 2008 01 06 2008 21 06 2008 11 08 2008 11 08 2008 12 11 2008 29 01 2009 15 03 2009 15 03 2009 16 03 2009 26 03 2009 26 03 2009 26 03 2009 Register New Post Construction Stage Assessment CSH AAPS User Manual PN 194 V6 0 BRE 00000558 DS 001 03 BRE 00001455 DS 001 02 BRE 00001589 PC 001 00 BRE 00001904 PC 001 00 BRE 00001905 DS 001 00 BRE 00003050 DS 001 01 BRE 00003458 DS 001 01 BRE 00003790 DS 001 02 BRE 00003791 DS 001 01 BRE 00003794 DS 001 00 BRE 00003856 PC 002 00 BRE 00003856 PC 001 00 BRE 00003856 PC 003 00 Page 11 of 100 Control Panel User Manual Assessor Joe Bloggs Cearn Oct2007 Apr2008 Apr2008 Apr2008 Apr2008 Oct2008 Oct2008 Oct2008 Oct2008 Oct2008 Apr2008 Apr2008 Apr2008 DS Passed QA DS Certified PCS Certified PCS Assessing DS Assessing DS Checking QA DS Submitted DS Action Required DS Assessing DS Checking Admin PCS Assessing PCS Assessing PCS Assessing Page 1 View Archived Work Summary BRE
87. mns Avenue Chelmsford Essex CM2 8Yx 2 2 Rothamns Avenue Chelmsford Essex CM2 8Yx F 3 3 Rothamns Avenue Chelmsford Essex CM2 8Yx F 4 4 Rothamns Avenue Chelmsford Essex CM2 BYX 5 5 Rothamns Avenue Chelmsford Essex CM2 8YX C Complete e Tick the Apply tick box es for all dwellings which this Spec ID applies to When assigning is completed tick the Complete tick box and click the Save button CSH AAPS User Manual PN 194 V6 0 Page 38 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manu Dwelling Credits Ene 1 Credit Specification DER TER applied to the selected dwellings Plot no Address Town City County 1 1 Rothamns Avenue Chelmsford Essex 2 2 Rothamns Avenue Chelmsford Essex 3 3 Rothamns Avenue Chelmsford Essex 4 4 Rothamns Avenue Chelmsford Essex 5 5 Rothamns Avenue Chelmsford Essex Complete e Alternatively if the spec ID should be applied to ALL dwellings displayed the All tick box should be clicked This will automatically tick all boxes Control Panel User Manual Dwelling Credits Ene 1 Credit Specification DER TER applied to the selected dwellings Plotno Address Town City County rr 1 1 Rothamns Avenue Chelmsford Essex CM2 8YX 2 2 Rothamns Avenue Chelmsford Essex CM2 8YX 3 3 Rothamns Avenue Chelmsford Essex CM2 8YxX 4 4 Rothamns Avenue Chelmsford Essex CM2 8YX J 5 Rothamns Aven
88. n THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online ISSUES for Rothamns Ave P2 Credit ari ee al aer Status Specs Refs ener Ene 1 Dwelling Emission Rate o g oO Incomplete Edit Ene 2 Building Fabric o 0 D Incomplete Edit Ene 3 Internal Lighting o g g Incomplete Edit Ene 4 Drying Space o g 5 Incomplete Edit Ene 5 Energy Labelled White Goods o g o Incomplete Edit Ene 6 External Lighting g g o Incomplete Edit Ene 7 Low or Zero Carbon L2C Technologies g g 5 Incomplete Edit Ene amp Cycle Storage a o 5 Incomplete Edit Ene 9 Home Office o 0 o Incomplete Edit Wat 1 Indoor Water Use Oo o 5 Incomplete Edit Wat 2 External Water Use o o 5 Incomplete Edit Mat 1 Environmental Impact of Materials o o 5 Incomplete Edit Hp E aa Sourcing of Materials Basic Building o D o Incomplete Edk Mat 3 Responsible Sourcing of Materials Finishing a g oO Incomplete Edit teal es hla of Surface Water Run off From o D o meompiee Edi Sur 2 Flood Risk a g 5 Incomplete Edit mas E Sage Non Recyelable Waste and Recyclable o 0 o Tonnes EJK Was 2 Construction Site Waste Management E D 0 Incomplete Edit Was 3 Composting o 0 oO Incomplete Edit Check Report Submit Report 9 1 Creating a new spec ID e From the Issue Summary page select the issue you wish to record specification details for and click on the Edit text in the far right column for the issue Control Panel User Man Scores Report Maker Certificate
89. nagement of Surface Water Run off From o o Developments Sur 2 Flood Risk o 0 Was 1 Storage of Non Recyclable Waste and Recyclable Household Waste 9 9 Was 2 Construction Site Waste Management g a Was 3 Composting D a Check Report Submit Report Status Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Incomplete Avnish shah assessor Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Edit Please Note Lower final scores will be achieved for dwellings which do not have all Spec ID s assigned Please ensure that the total No of dwellings assigned tallies with the total number of dwellings in the report Please Note Where Spec ID s have been assigned to dwellings incorrectly incorrect scores will be achieved Delays could occur in the issuing of certificates if QA checks pick up any unassigned issues or incorrectly assigned Spec ID s 9 6 Amending spec ID s e Spec ID s can be updated amended or deleted as required Please Note Spec ID s cannot be deleted whilst still assigned to dwellings e From the Work Summary page e Click on the Status text for the assessment you wish to update e The Assessment Details page is displayed e Click on the Summary tab e The lssue Summar
90. nd PCS certificates 2 3 System queries and support e For support with the CSH Assessment Processing System please refer to this guide in the first instance 2 4 Technical guidance e For technical guidance and general queries relating to the Code for Sustainable Homes including help and support with using the Automated Assessment Processing System please call 0333 321 811 e Telephone lines open Monday to Friday 9am to 5pm 2 5 Email e Emails should be sent to breeam Dbre co uk 2 6 Related documents e BRE CSH Operations Manual available via the BREEAM extranet CSH AAPS User Manual PN 194 V6 0 Page 5 of 100 BRE Global Ltd 2015 breg lobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 3 Assessment workflow diagrams 3 1 Overall CSH workflow diagram CSH Assessment Processing System Workflow Assessor BRE Register User Register Login Password Assessment Management Prepare Report lt gt rit Quality Check Issues and Addresses Quality Assurance Submit Report gt Administrative Checks Pass Quality Assurance J Technical Checks Pass Download a Certificate Certificates Generation CSH AAPS User Manual PN 194 V6 0 Page 6 of 100 BRE Global Ltd 2015 7 THE CODE FOR SUSTAINABLE HOMES
91. ne Wakeford Create Phase Add New Dwelling Address Plot rat i Social Address i Address Town City County Post Code Housing Status Details 105 Roberts Road High Wycombe Buckinghamshire Incomplete 106 Roberts Road High Wycombe Buckinghamshire Incomplete 107 Roberts Road High Wycombe Buckinghamshire Incomplete 8 2 Duplicate address details e Itis possible to use the details you have entered for other address records which share the same details e f you wish to do so whilst creating an address record tick the Duplicate for Next New Record tick box and click the Create Next button Control Panel Use Dwelling Address House Type Flat House Name No Plot No Or Plot No s ito Street 1 Rothmans Avenue Street Locality Area Gt Baddow Town City Chelmsford County Essex postcodes CM2 As part of information required on the Code Certificate you are required to provide the Carbon Dioxide CO emmision rating for this dwelling This must i be obtained from a SAP energy efficiency survey carried out on the property Please provide the Energy Performance Certificate EFC Number and the CO rating below wows O Complete Duplicate for Next New Record Save Create Next Create Range CSH AAPS User Manual PN 194 V6 0 Page 22 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment
92. nel User Manual Assessor Joe Bloggs Log Off DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Summary Issue Details Scores Report Maker Waste Ecology Update Complete e The Dwelling Addresses page will then displayed Log Off Control Panel User Manual Assessor Joe Bloggs Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Dwelling Addresses for Coote Green Lane Wakeford Create Phase Add New Dwelling Address CSH AAPS User Manual PN 194 V6 0 Page 19 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Creating dwelling addresses After an assessment is registered the next step is likely to be the entry of dwelling addresses Please Note When amending or adding further addresses to an assessment this page may be reached by clicking on the Dwelling Addresses tab 8 1 To create a new address e From the Dwelling Addresses page Click on the Add New Dwelling Address link Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Control Panel User Manual Assessor Joe Bloggs Log Off Dwelling Addresses Issue Details Dwelling Addresses for Coote Green Lane Wakeford Plot no Report Maker Ad
93. oggs Log Off CSH AAPS User Manual PN 194 V6 0 Page 8 of 100 Work Summary Registration Report Certificates Work List Y Working Name Assessor Registration Registration Number Scheme Version Status A Beechwood Close Nevdand Park J Blogas 05 04 2008 BRE 00000558 DS 001 03 CSH Oct2007 DS Passed QA Jersey Avenue Phase 1 j Bloggs 01 06 2008 BRE 00001455 DS 001 02 CSH Apr2008 DS Certified E Evolution Colwyn Bay J Bloggs 21 06 2008 BRE 00001589 PC 001 00 CSH Apr2008 PCS Certified E Jersey Avenue Phase 1 J Bloggs 11 08 2008 BRE 00001904 PcC 001 00 CSH Apr2008 PCS Assessing Fj Coote Green Lane Wakeford J Bloggs 11 08 2008 BRE 00001905 DS 001 00 CSH Apr2008 DS Assessing Fi Dictionary House J Bloggs 12 11 2008 BRE 00003050 DS 001 01 CSH Oct2008 DS Checking QA American College Chesterfield J Blogags 29 01 2009 BRE 00003458 DS 001 01 CSH Oct2008 DS Submitted vee Gardens Newton J Bloggs 15 03 2009 BRE 00003790 DS 001 02 CSH Oct2008 DS Action Required Poachers Wood J Bloggs 15 03 2009 BRE 00003791 DS 001 01 CSH Oct2008 DS Assessing C Langham Cresent Durham J Bloggs 16 03 2009 BRE 00003794 DS 001 00 CSH Oct2008 ee Hummer Park Phase 2 j Bloggs 26 03 2009 BRE 00003856 PC 002 00 CSH Apr2008 PCS Assessing Ei Hummer Park Phase 1 J Bloggs 26 03 2009 BRE 00003856 PC 001 00 CSH Apr2008 PCS Assessing CO Hummer Park Phase 3 J Bloggs 26 03 2009 BRE 00003856 PC 003 00 CSH Apr2008 PCS Assessing A Pages 1 Page
94. one of the other acceptable evidence types from the drop down list as much as possible Control Panel User Manual Assessor Avnish shah assessor Log Off Evidence Details _ Add Evidence Details Ev No 2 a __ Select Type Select Type ___ a Copy of Design Stage Part L1A Building Regulations Compliance Checklist for each Energy Type Design Stage SAP 2005 Worksheets for each Energy Type Document e 7 Version Location We Notes Completed F Fig 24 Evidence Details Screen showing Type List The assessor is then able to create an evidence Type name as required 10 3 2 Title field Please Note This is a mandatory field The purpose of this field is to describe the piece of evidence on the Issue Details screen if it is classified as a User Defined Evidence Type or to add key points describing the piece of evidence if it is not user defined This field can also enable the QA auditor to easily identify the document presented as part of the evidence supporting the award of credits for a dwelling s This field is a free text field to be used by the assessor to record the Title of the document or item of evidence being recorded In the case of a letter or email the title could include details of who the letter is To From Subject and date 10 3 3 Document Version field Please Note This is a mandatory field The purpose of
95. oos 10 Buckingham Road Create New Phase i Go to Work Summary Fig 10 Phasing Address Selection Screen The new phase will then be created Figure 11 below MANAGE YOUR ASSESSMENT 1 Buckingham Road 2 Buckingham Road 4 Buckingham Road d L 3 Buckingham Road F L d 5 Buckingham Road Create New Phase Go to Work Summary Fig 11 Phasing Address Selection Screen showing new phase CSH AAPS User Manual PN 194 V6 0 Page 95 of 100 BRE Global Ltd 2015 breg oba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 20 5 Viewing the new phase The new phase can be viewed and accessed from the work summary screen in the usual way The new phase assessment is shown in Figure 12 below Control Panel User Manual Assessor Joe Bloggs L Work Summary Registration Certificates Work List i al Working Name Assessor Date peas Registration Number Scheme Wersion Status A Bucks Rd Pi 1 Bloggs 17 06 2008 BRE OO000062 D5 001 00 CSH Test 2008 DS Checking QA West Wycombe Development 1 Blogqs 17 06 2008 BRE 00000063 PC 001 00 CSH Test 2008 PCS Assessing L Rothamns Ave P2 1 Bloggs 17 06 2008 BRE OO000064 D5 001 00 CSH Test 2008 DS Checking QA Desborough Ave Pi 1 Bloggs 19 06 2008 BRE OOO000066 D5 001 00 CSH Test 2008 DS Passed QA Roberts Road P1 J Bloggs 19 06 2008 BRE 00000067 05 001 00 CSH Test 2008 DS Certified C Bucks Rd P2 1 Bloggs 19 06 2008 BR
96. orts which do not pass Quality Assurance checks 9 Reports that do not pass the QA admin check Report does not pass the QA check Resubmitting the assessment Managing certificates Downloading certificates Copying DS assessments to PCS Copying Certified DS assessments to PCS Copying Uncertified DS assessments to PCS Archiving Restoring to the Work Summary screen Phasing Assessments General system rules around phasing Information copied during phasing Identifying an assessment phase Creating a phase Viewing the new phase Editing a phase Phasing best practice Page 3 of 100 79 80 81 82 82 84 84 85 87 89 91 91 92 92 93 96 97 99 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bre global THE CODE FOR SUSTAINABLE HOMES 1 About this guide We are continually improving the CSH Automated Assessment Processing System and therefore some of the screens in this manual may not reflect the latest changes Any comments or suggested improvements regarding this user guide can be emailed to the CSH mailbox at csh bre co uk 2 Introduction to our Automated Assessment Processing System This User Manual provides licensed BRE Global Code for Sustainable Homes CSH assessors with a step by step guide to using the new Automated Assessment Processing System Historically all BREEAM assessments were completed using a paper based system supported by a spreadsheet tool
97. pload Dwellings we O O copRatings OO Social Housing Complete Duplicate for Next New Record Back Save Create Next Create Rangel Plen nim C Documents and Settings ThorpeM My Doc Upload Dwellings The dwelling address details entered will be displayed on the Dwelling Address summary screen Control Panel User Manual Assessor Joe Bloggs Log Off DS Report Work Summary DS Registration Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Dwelling Addresses for Coote Green Lane Wakeford Town City County Post Code m z2 Status Report Maker Create Phase Add New Dwelling Address Address 105 Roberts Road High Wycombe Buckinghamshire Incomplete 106 Roberts Road 107 Roberts Road Incomplete High Wycombe Buckinghamshire High Wycombe Buckinghamshire Incomplete Please Note Dwelling address records can only be imported as INCOMPLETE using the import dwelling address functionality All dwelling address records will have to be edited and marked as COMPLETE manually before the report can be submitted Please Note ONLY the supplied template available on the CSH system should be used to import dwelling address records onto the CSH system CSH AAPS User Manual PN 194 V6 0 Page 27 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUS
98. port for completeness e From the Work Summary page e Click on the Status text for the assessment you wish to update CSH AAPS User Manual PN 194 V6 0 Page 61 of 100 BRE Global Ltd 2015 THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online reglobal e The Assessment Details page is displayed CSH AAPS User Manual PN 194 V6 0 Click on the Summary tab The Issue Summary page for the selected assessment is displayed Click the Check Report button Work Summary DS Registration DS Report Submission Assessment Details Dwelling Addresses ISSUES for Rothamns Ave P DS Report Summary Certificates Issue Details Control Panel User Manual Report Maker Gaii Noof Noof Qwelings Status assigned Ene 1 Dwelling Emission Rate 1 1 a Incomplete Edit Ene 2 Building Fabric o oO Oo Incomplete Edit Ene 3 Internal Lighting T T T Incomplete Edit Ene 4 Drying Space T g Oo Incomplete Edit Ene 5 Energy Labelled White Goods T g Oo Incomplete Edit Ene 6 External Lighting o Oo Oo Incomplete Edit Ene 7 Low or Zero Carbon L2C Technologies T T 0 Incomplete Edit Ene amp Cycle Storage oO oO Oo Incomplete Edit Ene 9 Home Office T T g Incomplete Edit Wat 1 Indoor Water Use a oO oO Incomplete Edit Wat 2 External Water Use g T T Incomplete Edit Mat 1 Environmental Impact of Materials a g Oo Incomplete Edit a ai Sourcing of Materials Basic Building 0 o o Incompleie Ed Mat 3 R
99. rol Panel User Manual Lead Assessor Manu Moulinier lead assesor Work Summary Registration Report Certificates Log Off Work List Working Name Assessor EE s Registration Number Scheme Version Ce tester Apply for PCS test training QA pineal 01 10 2010 BRE 00010545 DS 002 00 CSH May2003 eee Copied E l M Moulinier oa os test training QA gt Di 10 2010 BRE 00010545 D05 001 00 CSH May2 009 Copy Report e lead assessor Assessing test manu working name M Moulinier 34 08 2010 BRE 00009357 DS 001 00 CSH Mayz009 PS Copy Report 4 lead assessor Assessing e The heading will then change to Copied Control Panel User Manual Lead Assessor Manu Moulinierflead assesar Work Summary Registration Certificates Log Off Work List Registration 2 a A Download Working Name Assessor Date Registration Number Scheme Version Certificates Apply for PCS M Moulinier DS test training QA d 01 10 2010 BRE 00010545 Ds 002 00 CSH May2009 Copied lead assesor Assessing TE M Moulinier eager DS test training QA 01 10 2010 BRE 00010545 05 001 00 CSH May2009 Copied lead assessor Assessing test training QA M Moulinier 42 10 2010 BRE 00010817 PC 001 00 CSH Mayzoog PCS PCS Report lead assessor Assessing e Onthe Work Summary screen the copied PCS assessment will appear Please Note Currently certified DS assessments can only be copied across to PCS ONCE CSH AAPS User Manual PN 194 V6 0 Page 86 of 100 BRE
100. s Bloggs Bloggs Bloggs Bloggs Bloggs Bloggs Bloggs Bloggs ssessment Registration Date 05 04 2008 01 06 2008 21 06 2008 11 08 2008 11 08 2008 12 11 2008 29 01 2009 15 03 2009 15 03 2009 16 03 2009 26 03 2009 26 03 2009 26 03 2009 Downloading certificates From the Work Summary page Click on the report Status text The Certificates page is displayed Work Summary Registration Certificates Registration Number ERE 00000558 05 001 03 BRE 00001455 D5 001 02 ERE 00001589 PC 001 00 ERE 00001904 PC 001 00 BRE 00001905 D5 001 00 BRE OO0003050 D5 001 01 BRE 00003458 D5 001 01 BRE O0003790 D5 001 02 BRE OO003791 DS5 001 01 BRE O0003794 D5 001 00 BRE OO003856 PC 002 00 BRE O0003856 PC o01 00 BRE O00035656 PC 003 00 fi Register New Post Construction Stage Assessment Page 82 of 100 Control Panel User Manual Assessor Scheme Version Oct2007 Apr2008 Apr2008 Apr2008 Aprz008 Octz008 Oct2008 Oct2008 Oct2008 Oct2008 Apr2008 Apr2008 Apr2008 View Archived Work Summary Joe Bloggs Status A DS Passed QA OS Certified Pcs Certified PITS Assessing DS Assessing DS Checking QA DS Submitted OS Action Required CDS Assessing DOS Checking Admini PITS Assessing PTS Assessing PCS Assessing Page 1 BRE Global Ltd 2015 Log Off THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online
101. s Scores Report Maker ISSUES for example working name P Credit aida seats a ee Status assigned Ene 1 Dwelling Emission Rate T Incomplete Edit Ene 2 Building Fabric o o E Incomplete Edit Ene 3 Internal Lighting o o D Incomplete Edit Ene 4 Drying Space D o D Incomplete Edit Ene 5 Energy Labelled White Goods o o 0 Incomplete Edit Ene 6 External Lighting D o D Incomplete Edit Ene 7 Low or Zero Carbon L20 Technologies o o D Incomplete Edit Ene 8 Cycle Storage o o o Incomplete Edit Ene 9 Home Office o o o Incomplete Edit Wat 1 Indoor Water Use D o D Incomplete Edit Wat 2 External Water Use o o D Incomplete Edit Mat 1 Environmental Impact of Materials D D D Incomplete Edit 7 sac tau Seurcing of Materials Basic Building o o 5 imamna FeR Mat 3 Responsible Sourcing of Materials Finishing o a T Incomplete Edit Se re of Surface Water Run off From o o 0 eones E Sur 2 Flocd Risk o o o Incomplete Edit AAEE NR RE Noen Recrelable Waste and Recyclable o o 5 a E Gai Was 2 Construction Site Waste Management o a D Incomplete Edit Was 3 Composting o o D Incomplete Edit Certificates Control Panel User Manual Assessor Check Report Submit Report Avnish shah assessor Please Note Only spec ID s that have been saved as complete will be added to the No of specs column Please Note If it is necessary to delete a spec ID for some reason then you must first ensure that the spec ID is not currently assigned to any dwell
102. s Issue Details Work Summary DS Registration DS Report Submission Dwelling Addresses Assessment Details ISSUES for Rothamns Ave P2 summary Credit ed aad EE Status F assigned Ene 1 Dwelling Emission Rate o 0 0 Incomplete Ene 2 Building Fabric i 0 5 Incomplete Edit Ene 3 Internal Lighting o 0 5 Incomplete Edit Ene 4 Drying Space g o o Incomplete Edit Ene 5 Energy Labelled White Goods o 0 o Incomplete Edit Ene 6 External Lighting o o oO Incomplete Edit Ene 7 Low or Zero Carbon LZC Technologies o Oo o Incomplete Edit Fre A Durla Stearsne ni ni n Traramnlate FAit e The Issue Details page is displayed CSH AAPS User Manual PN 194 V6 0 Page 32 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manual Logged in as Assessor Joe Bloggs Log Off Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Credits Status FY Add New Specification Related Evidence a Evidence Type Evidence Title Version Location Edit Assign Add Evidence Details Notes amp Further Information Description of Features Relating to Issue amp Suggested Improvements Completed C Please Note The Issue Details tab can t be accessed directly This tab is automatically high
103. s Pi J Bloggs 19 06 2008 BRE OO000065 D5 001 01 CSH Test 2008 DS Action Required Roberts Road P1 1 Bloggs 11 08 2008 BRE OO001L106 PC 001 00 CSH Test 2008 PCS Assessing oO Pages 1 Page 1 Register Mew Design Stage Assessment Register New Post Construction Stage Assessment View Archived Work Summary Fig 1 Work Summary Screen CSH AAPS User Manual PN 194 V6 0 Page 87 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES Only assessments with the following status value can be archived e DS PCS Assessing e DS PCS Certified Assessments with any other status cannot be archived as they are going through QA or certification processes Where an amendment has been requested e g certificate amendment or developer name amendment the report must not be archived When the tick box for an assessment is ticked the assessment is moved from the Work Summary screen to the Archive Work Summary screen In Figure 1 above the assessment named Roberts Road P1 was moved to the archive Figure 2 below shows that it has been moved to the archive In order to view the Archived Work Summary screen the View Archived Work Summary link should be clicked at the bottom of the Work Summary screen Control Panel User Manual Assessor Joe Bloggs L ST Work List ii Working Nante Assessor a age aay Registration Number Scheme Version Status A Bucks Rd Pi 1
104. sessing z5 F Coote Green Lane Wakeford J Bloggs 11 08 2008 BRE 00001905 D05 001 00 CSH Apr2008 DS Assessing L Dictionary House J Bloggs 12 11 2008 BRE 00003050 D5 001 01 CSH Oct2008 DS Checking QA American College Chesterfield J Bloggs 29 01 2009 BRE 00003458 D5 001 01 CSH Oct2008 DS Submitted Lavender Gardens Newton Spier Lee a ee Fairfiel 1 Bloggs 15 03 2005 BRE OO00S790 05 001 02 CSH Gct2008 Poachers Wood 1 Bloggs 15 03 2009 BRE O0003791 D5 001 01 CSH Oct2008 DS Assessing E Langham Cresent Durham J Bloggs 16 03 2009 BRE 00003794 DS5 001 00 CSH Oct2008 Aa a Hummer Park Phase 2 1 Bloggs 26 03 2009 BRE 00003856 PC 002 00 CSH Apr2008 PCS Assessing E Hummer Fark Phase 1 1 Bloqgs 26 03 2009 BRE O0003856 PC 001 00 CSH Apr2008 PTS Assessing Hummer Park Phase 3 1 Bloggs 26 03 2009 BRE 00003856 PC 003 00 CSH Apr2008 PCS Assessing L e An assessment failure at QA credit check will be associated with spec ID or evidence errors e The QA checker will have emailed you a separate feedback form in order for you to see what action is required before the report can be passed for certification e To view the QA Scores click on the DS PCS Action Required status text e The Assessment Details page is displayed e Click on the Summary tab the issue summary page will be displayed CSH AAPS User Manual PN 194 V6 0 Page 80 of 100 BRE Global Ltd 2015 breglobal Credit Ene 1 Dwelling Emission Rate Ene 2 Building Fabric En
105. simpler easier and more robust 10 2 Adding Evidence Records Entering evidence is carried out within an individual assessment from each individual Issue Details screen An individual issue screen can be reached from the Issue Summary screen See Figure 19 below CSH AAPS User Manual PN 194 V6 0 Page 47 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manual Assessor Certificates Work Summary DS Registration DS Report Submission Assessment Details Dwelling Addresses Issue Details ISSUES for Bucks Rd P2 Credit Ene 1 Dwelling Emission Rate Ene 2 Building Fabric Ene 3 Internal Lighting Ene 4 Drying Space Ene 5 Energy Labelled White Goods Ene 6 External Lighting Ene 7 Low or Zero Carbon LZC Technologies Ene 8 Cycle Storage Ene 9 Home Office Wat 1 Indoor Water Use Wat 2 External Water Use Mat 1 Environmental Impact of Materials Mat 2 Responsible Sourcing of Materials Basic Building Elements Mat 3 Responsible Sourcing of Materials Finishing Sur 1 Management of Surface Water Run off From Developments Sur 2 Flood Risk Was 1 Storage of Non Recyclable Waste and Recyclable Household Waste Was 2 Construction Site Waste Management Was 3 Composting No of Noof Noof QA Status Ref dwellings S F assigned D o o Incomplete Edit D o i Complete Edit D o o Complete Edi
106. sion Oct2006 ASSESSOR DETAILS Assessor Joe Bloggs acinibma civil Assessor Reference Number BREEAM Assessor fa6 Assessor s Organisation BRE Global Working Name Deweloper Organisation Contact Address posteade _ SITE DETAILS Site Name Site Address County k EJECT LIne Site Post Code s Local Planning Authority I t Developer 1 Developer 2 e Once all details are entered tick the Registration Complete tick box and click the Save button in order to register the assessment e The registration is saved and the Work Summary page is displayed Please Note Although the registration is now locked most of the registration details entered are editable within the Assessment Details page of the corresponding report Where details cannot be edited please email breeam bre co uk with the report reference field name and amendment The Assessment Details form for each report can be reached by clicking on the DS Assessing status text from the users work summary screen CSH AAPS User Manual PN 194 V6 0 Page 14 of 100 BRE Global Ltd 2015 breglobal THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Work Summary Registration Work List Control Panel User Manual Assessor Joe Bloggs Log Off i Beechwood Close Nevdand Park J Bloggs Jersey Avenue Phase 1 Evolution Colwyn Bay Jersey Avenue Phase 1 Coote Green Lane W
107. sor Notes and Further Information and Description of Features Relating to Issue amp Suggested Improvements Each field should be used to enter notes or further information descriptive commentary that may help to justify the number of credits that have been awarded for a particular spec ID It should be noted that these fields are NOT mandatory for completion Please Note Each free text field within the General Description of Site and Category Summary sections has a character limit of approximately 1700 characters which includes spaces which is around 40 full lines of text If more than 1700 characters are entered the system will not save any of the data entered into the field that is over this limit Please Note If the user is copying and pasting from Microsoft Word or any other proprietary word processing software it is strongly advised that text is copied and pasted via Notepad This ensures that no hidden formatting is carried across which may cause report corruption CSH AAPS User Manual PN 194 V6 0 Page 36 of 100 BRE Global Ltd 2015 bregloba 9 4 The Spec ID and Evidence Counters THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online As spec ID s and pieces of evidence are added for each issue the totals that appear on the issue summary screen will increase Work Summary DS Registration DS Report DS Report Submission Assessment Details Summary Issue Detail
108. t oO Oo oO Complete Edit D o o Complete Edit oO Oo oO Complete Edit o o o Complete Edit 1 o o Complete Edit o o o Complete Edit D Oo D Complete Edit o o o Complete Edit D Oo Oo Complete Edit T T T Complete Edit D Oo oO Complete Edit D o o Complete Edit D o oO Complete Edit D o o Incomplete Edit oO o oO Complete Edit 0 o o Incomplete Edit Check Report Submit Report To access an individual issue detail screen click on the blue issue name or Edit text for the applicable issue The issue detail screen will be displayed see Figure 20 below for the Ene1 issue Work Summary DS Registration Control Panel User Manual Logged in as Assessor Joe Blagg DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Related Evidence Notes amp Further Information Description of Features Relating to Issue amp Suggested Improvements Completed F Fig 20 Ene 1 Issue Details Screen To create a new evidence record CSH AAPS User Manual PN 194 V6 0 Ew No Add New Specification Credits Status Evidence Title Version Location Edit Assign Add Evidence Details click on the Add Evidence Details button Page 48 of 100 BRE Global Ltd 2015 lene THE CODE FOR SUSTAINABLE HOMES bre d lo D Design Stage and Post Construction Stage Assessment Online The Evidence Detai
109. tes DS Report Submission Assessment Details Dwelling Addresses Issue Details ISSUES Check List for Rothamns Ave P2 Entries Done ASSESSMENT DETAILS Assessment Details Complete DWELLING ADDRESS Dwelling Details Complete 5 of 5 CREDIT SUMMARY Enel InComplete Ene Complete Ene InComplete Ene4 InComplete Ene5 InComplete Ene6 InComplete e The second area of the check list shows the assessors if the correct number of dwelling addresses have been entered and also if each dwelling address has been marked as complete e There are two stages to generating the complete status for this part of the report check as indicated with the 5 of 5 part o The first 5 refers to the number of dwelling addresses that have been entered so far by the assessor Please note that this figure represents completed dwelling address records ONLY o The second figure refers to the number of dwelling addresses that the report should contain This figure is carried across from the Number of Units field which is completed by the assessor on the Assessment Details form ALALU LLU Y CU oy E Developer 1 Eco Builders Ltd Developer General Description of Development toe lt gt GENERAL DESCRIPTION OF SITE Site Area m 2 100 0 CSH AAPS User Manual PN 194 V6 0 Page 64 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Onlin
110. this field is to enable the QA auditor to easily identify the document presented as part of the evidence supporting the award of credits for a dwelling s This is a free text field to be used by the assessor to record the unique reference number revision or version of the item of evidence being recorded A range of unique reference numbers revisions or versions can also be entered here if appropriate CSH AAPS User Manual PN 194 V6 0 Page 52 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online breglobal THE CODE FOR SUSTAINABLE HOMES 10 3 4 Location Please Note This is a mandatory field The purpose of this field is to enable the QA auditor to quickly and easily locate the document presented as part of the evidence supporting the award of credits for a dwelling s This field is a free text field to be used by the assessor to record the location of the evidence item on the CD containing supporting evidence 10 3 5 Notes This is an optional field The purpose of this free text field is to enable the assessor to make notes for themselves or the QA auditor Notes entered here are likely to provide further detail on an the item of evidence being recorded The assessor may also wish to use this field to record the location of the document s within their own company filing systems 10 4 Saving the evidence record Once all fields have been completed the item of evidence can then be saved Tic
111. to indicate which evidence entries apply to an individual Spec ID Entering evidence is discussed in the next section of this guide Once evidence has been entered the related evidence number field can be selected as appropriate for each spec ID by clicking on the Blue Cross symbol next to the field See the image at the bottom of this page Control Panel User Evidence Assignment Evidence Assignment Type Title Wersion Location Assign Design Stage SAP 2005 Worksheets for z each Energy Type q99 q9 q E Once the Blue Cross has been clicked the Evidence Assignment tab is visible as in the image above This allows assignment of previously created evidence to the Spec ID currently being edited All evidence items which exist within the issue will appear in this selection list Simply click in the Assign box for the appropriate piece of evidence and then click Save to associate evidence to a Spec ID Please Note EVIDENCE ASSIGNMENT IS COVERED IN THE NEXT CHAPTER OF THIS MANUAL Please Note Each Issue has different information requirements please ensure credits are awarded in line with the criteria set out in the relevant version of the Code Technical Guide Please ensure full and clear descriptions are used where appropriate Any incorrectly awarded credits or lack of clarity in descriptions could result in delays to the QA process and may result in delays in certification e Once all details are entered click the Sav
112. ton below click on the button below Latest System Updates March 2009 Terms Cenditions and hiar policy Copyright BRE Global 2008 e Once on the Control Panel main page the user can perform a number of functions o Edit Registration Details This allows the user to edit their account details including their username o Change My Password This option allows the user to change their password o Summary Reports More detail will be released on this in the future o Latest System Updates This link takes the user to a screen that shows the latest system updates that have occurred on the CSH system e In order to return to the work summary screen please click on the Manage Assessment Report option 4 4 Logging out e tis important for data security that you do not remain logged in to the system if leaving your personal computer unattended The system will automatically log you out after approximately 10 minutes of system inactivity CSH AAPS User Manual PN 194 V6 0 Page 10 of 100 BRE Global Ltd 2015 regloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online e Before logging out ensure your work is saved by clicking the Update or Save button on the page you are using e Click on the Log Off text at the top right hand corner of the page Work Summary Registration Certificates Work List Beechwood Close Nevdand Park J Bloggs Jersey Avenue Phase 1 Evolution Co
113. ue Chelmsford Essex CM2 8YxX Complete e Repeat the process described above for each Spec ID for every issue e The issue summary screen will display how many dwellings have been assigned for each issue This is displayed under the No of dwellings assigned column PLEASE NOTE You cannot assign the same dwelling to more than one Spec ID within an issue If by mistake you assign a Spec ID within that issue the original allocation of the Spec ID to that dwelling is automatically removed CSH AAPS User Manual PN 194 V6 0 Page 39 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online Dreg oba THE CODE FOR SUSTAINABLE HOMES Work Summary DS Registration DS Report Certificates DS Report Submission Control Panel User Manual Assessor Assessment Details Dwelling Addresses Summary Issue Details Report Maker ISSUES for example working name No of Mo of Credit Specs Refs Ene 1 Dwelling Emission Rate 1 Ene 2 Building Fabric m o Ene 3 Internal Lighting 0 0 Ene 4 Drying Space a 0 Ene 5 Energy Labelled White Goods 0 0 Ene 6 External Lighting a a Ene 7 Low or Zero Carbon L20 Technologies 0 g Ene 8 Cycle Storage g 0 Ene 9 Home Office Oo o Wat 1 Indoor Water Use 0 0 Wat 2 External Water Use 0 0 Mat 1 Environmental Impact of Materials 0 o Mat 2 Responsible Sourcing of Materials Basic Building o 5 Elements Mat 3 Responsible Sourcing of Materials Finishing 0 0 Sur 1 Ma
114. user manual 1 5 Folder 1 section a Edit Assign Add Evidence Details Notes amp Further Information Fig 31 Issue Details Screen showing evidence Spec ID link In the example shown in Figure 32 below the user has linked evidence ID 1 with Spec ID 1 and all 3 pieces of evidence with Spec ID 2 CSH AAPS User Manual PN 194 V6 0 Page 57 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Control Panel User Manual Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Scores Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Description Credits Status Fal 1 Test sper ID i1 15 Complete 1 Edit Assign 2 Test spec ID 2 10 Complete 2 3 1 fait Assign Related Evidence ype Version Location est piece of evidence for user manual 1 5 Folder 1 section a Edit Assign hesign Stage SAP 2005 Worksheets 2 Folder 2 Edit Assign drawings showing location of fixtures footings aan aa Folder c Edit Assign Add Ewidence Details Notes amp Further Information Fig 32 Issue Details Screen showing evidence Spec ID link 10 8 Removing links Removing links between a Spec ID and a piece several pieces of evidence can be achieved by reversing the process detailed above Open the Spec ID Detail screen for the specific Spec ID click on th
115. very important that this information is correct or the certificates will be published with incorrect information e Check all dwellings have been recorded Check that all Spec ID s required have been recorded Check that all evidence has been linked to appropriate spec ID s Check that all evidence is referenced correctly Check that all relevant Spec ID s have been allocated to the dwellings Check the report for completeness see the Checking the Report chapter of this guide for more information on checking for completeness Check final scores see the View Scores chapter of this guide for further information on checking scores Once you are satisfied that the report is complete and accurate you may submit it to BRE for quality assurance checks Please Note Failing to ensure that the report is complete and accurate with credits awarded correctly could result in unnecessary delays Quality assurance will require clarification and or corrections to be made before certificates can be issued Any inaccuracies in data may result in certificates being issued with inaccuracies 15 2 Submitting the report From the Work Summary page Click on the Status text for the assessment you wish to update The Assessment Details page is displayed Click on the Summary tab The Credit Summary page for the selected assessment is displayed Click the Submit Report button CSH AAPS User Manual PN 194 V6
116. y page for the selected assessment is displayed CSH AAPS User Manual PN 194 V6 0 Page 40 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Select the issue you wish to edit and click on the Edit text on the Issue Summary Page in the far right column for the issue e The Issue Details page is displayed Select the Spec ID you wish to amend and click on the Edit text in the far right column for the Spec ID Control Panel User Manual Log Work Summary DS Registration DS Report Certificates DS Report Submission Assessment Details Dwelling Addresses Issue Details Report Maker Specifications for Ene 1 Dwelling Emission Rate ID Descriptian Credits Status sid 1 Example Spec ID i i0 Complete i Add New Specification Related Evidence E Evidence Type Evidence Title Version Location 1 ser Defined Evidence Type An example piece of evidence wi Filing cabinet 1 Add Evidence Details Notes amp Further Information Description of Features Relating to Issue amp Suggested Improvements Completed al CSH AAPS User Manual PN 194 V6 0 Page 41 of 100 BRE Global Ltd 2015 Design Stage and Post Construction Stage Assessment Online bregloba THE CODE FOR SUSTAINABLE HOMES e Make any changes required when amendments are complete tick the Completed tick box and click the Update button Specification Details Speci
117. yed at the bottom of the Registered Users Profile Update page CSH AAPS User Manual PN 194 V6 0 Page 72 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online Usernamel Email j bl ogqs ga com Your Profile has been updated successfully Please Note Only files that are in gif jpg or png format will be successfully uploaded CSH AAPS User Manual PN 194 V6 0 Page 73 of 100 BRE Global Ltd 2015 bregloba THE CODE FOR SUSTAINABLE HOMES Design Stage and Post Construction Stage Assessment Online 14 Re assigning assessments e tis possible to re assign an assessment to another assessor within your company e From the Work Summary page e Click on the small blue plus symbol in the far right column of the assessment you wish to assign Control Panel User Manual Assessor Joe Bloggs Log Off Work Summary Registration Certificates Work List aa Working Name Assessor een Registration Number Scheme Version Status A Beechwood Close Newland Park J Blogags o5 04 2008 BRE 00000558 05 001 03 CSH Oct2007 DS Passed OA Jersey Avenue Phase i 1 Bloggs 01 06 2008 BRE 00001455 05 001 02 TSH Apr2o008 DS Certified HE Evolution Colwyn Bay J Eloggs 21 06 2008 BRE OO0001589 PC 001 00 SH Apr2008 PCS Certified E Jersey Avenue Phase 1 1 Blogas 11 08 2008 BRE O0001904 PC 001 00 CSH Apr2008 PCS Assessing Coote Green Lane Wakeford J Bloggs

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