Code for Sustainable Homes

Assessor Training
Day 3 - Code Report and Tools Training

December 2010
Housekeeping
Overview of the Day

• Pre Assessment Estimator

• Introduction to the Online Report System

• Code Calculator Tools

• Spec ID’s

• Scores
Technofear

• Don’t struggle
• Don’t be shy
• Ask Questions
• You can’t make any mistakes!

• Work in pairs – share – learn - experience

Tools used today

• Online Report System

• Energy Tools
• Water Calculator
• Materials 1 Calculator
• Materials 2/3 Calculator
• Pollution 2 Calculator
• Ecology 4 Calculator

• Tools not covered but available

– Ene 5
– Hea 1
Pre Assessment Estimator

• Very broad indication of score for type of dwelling

• Multiple PAE’s needed to pre assess site

• Graphical results

• Exercise 1 - Have a play!

CSH Online Report System

• Access to live system once registered

• Register online
• Forgotten Password

• Login name – train#@training.co.uk

• Password – train#
• Log off – Time out
CSH Online Report System

• Demonstration of the system

– Your Work Summary screen
– Assessment Details
– Addresses
– Summary
Issue Details
– Spec ID
– Evidence
– Scores
CSH Online Report System

• Exercise
– Log in to the system using the login and password provided
by the trainer
– Access the User Manual and view the table of contents
Online Registration of assessment

• Basic Details
• Accuracy / Completeness
• Working Name
• Site Details
• Registration Complete
• Add further basic assessment details

• Exercise 3 – Register a new assessment

and add some basic details
Online Registration of assessment

• Create Dwelling Addresses

– Individual
– Duplicate information
• Ranges
Spec ID’s

• Spec ID describes the way a dwelling (or a number of

dwellings) achieves credits for a particular issue

• Summary Screen

• Spec ID Screen

• Evidence References

• Assigning Spec ID’ to dwellings

Energy and CO2 Emissions
Compiling the data

• Need to get SAP sheets for every dwelling

• Large sites means lots of SAP sheets!
• Calculator tool helps you compile results

Also
• Some dwellings have same SAP rating
– Identical SAP sheets or
– One SAP sheet covers more than one dwelling
• Grouping is allowed in some cases (more to follow)
– Same building envelope (Ene 1)
• Makes your job easier!
DER/TER for individual or grouped dwellings
• Individual dwellings
– Need a SAP rating for every dwelling on
the site
– Some dwellings have same SAP rating
• Identical SAP sheets or
• One sheet covers more than one
dwelling

Grouping (Optional approach)

Rules (only 1)
– Same building envelope (Ene 1)

– DER / TER / HLP scores can then be

averaged
Dwellings in the same envelope

Energy Group
Different servicing strategies

Top floor flats

serviced by the PV

1 Energy Group
Dwellings in different blocks/envelopes

2 Energy Groups
Dwellings in a terrace (Ene 1 only)
1 Energy Group

Same building envelope – can be grouped

Low or zero carbon technologies

• Not allowable
– Green Tariffs

• Allowable
– Offsite LZCs acceptable under certain
conditions
– See manual
SAP Energy Types
• Some dwellings have identical SAP scores
• Will have same
– Built form, orientation, servicing , overshading…etc
• May get separate identical SAP sheets
or
• May get one SAP sheet which covers several
dwellings
• Good news - Less data to enter into the tool!
SAP sheet collection

• Collecting evidence can be time consuming

for the assessor

• SAP Reports - get them early!

• Suggest client get a SAP estimate on poorest

dwelling very early on
Ene 2 – Stepped/staggered terraces

• Stepped terraces

– Allowance made for greater exposed area

– Formula
• See ‘Special Cases’ in manual
Ene 2 – Fabric Energy Efficiency
Dwelling Type
End Terrace,
Apartment
Semi-
Blocks, Mid-
Detached &
Terrace
Detached All calculations
Fabric Energy Efficiency Mandatory
kWh/m2/year
Credits
Levels done
≤ 48 ≤ 60 3 automatically in
≤ 45 ≤ 55 4
≤ 43 ≤ 52 5
the Ene 1/2 tool
≤ 41 ≤ 49 6
≤ 39 ≤ 46 7 Levels 5 & 6
≤ 35 ≤ 42 8
≤ 32 ≤ 38 9

These scales represent the 2 extremes

The scale for stepped will lie in between

Ene 1 / Ene 2 Prerequisites

• Section 16 allowances
– Only creditable providing good fabric energy
efficiency
– ie must get 5 credits in Ene 2 Fabric Energy
Efficiency

• Code level 6
– Must get 7 credits in Ene 2 Fabric Energy
Efficiency
Quick reminder of key points
• Section 16 allowances
– Refer to communal energy generation
– Boxes ZC5 and ZC7 in SAP
SECTION
– Resultant DER is even lower
• Pre requisites
– Section 16 allowances
• Only if 5 FEE Ene 2 credits awarded
16
– Code level 6
• Only if 7 FEE Ene 2 credits awarded
• Stepped terraces
– Recognised and accounted for in Ene 2
• Grouping (energy averaging)
– Multiple dwellings in same building
envelope
Demonstration
• CSH Ene 1 Calculator Tool
– Individual
– Group
•
Exercise

Ene 1 Dwelling Emission Rate & Ene 2 Building Fabric

Exercise 1

Exercise 2
Ene 7 - Zero/Low Carbon Technologies 2 Credits

• LZC technology specified must be:

– Direct supply (dedicated)
– Meet additional requirements defined in Directive 2009/28/EC
– Certified under Micro-generation Certification Scheme (MCS)
• Under 50kWe or 300kWth
• http://www.microgenerationcertification.org/
– Certified under CHPQA standard
• Under 50kWe
• http://www.chpqa.com/ for further info
– Accounted for in SAP

• Energy calculator tool needed Reduction in Credits

CO2 Emissions
• Proportion communal supply by net floor area
10% 1
• Green Tariffs do not comply
15% 2
• KgCO2/m2/year
Ene 7 - Methodology

• Standard case SAP

– Actual SAP (from Ene 1) with some details replaced
– See table CAT 1.2
• Mains gas
‘Actual’
• SEDBUK 88% boiler Standard SAP
• Stored hot water etc SAP

• Actual case
– Standard case with some details replaced
– ‘put back’ the actual values
– But only if they correspond to ‘eligible technologies’
• Defined in EU directive
– i.e.
• Has to be a LZC not just a more efficient gas boiler
• No recognition in Ene 7 for a boiler of SEDBUK rating of
Ene 7 - Zero/Low Carbon Technologies

• See Table Cat 1.2 in ‘Calculation Procedures’

– Only the actual values for eligible
technologies can be ‘put back’
– Some or all could be ‘put back’
– Care needed

• Could mean 3 SAP sheets!

– SAP of the actual building (used in Ene 1 and
2)
– SAP of standard case
– ‘Actual SAP’ = standard case with some
actual values ‘put back’
– Simple adjustments for a SAP assessor
Exercise

Exercise 3 - Ene 7 Zero/Low Carbon Technologies

Water
Wat 1 - Indoor Water Use 5 Credits

• Theoretical average water consumption, using normalised use

patterns

• Calculation data based on research undertaken by the Water

Research Council on behalf of Government

• Measured in Litres / person / day

• All data based on 3 bar pressure,

from BS EN112:1997
Wat 1 - Indoor Water Use

• Measure water used (l/p/d) by;

– WC / bidet
– Basin taps
– Shower
– Bath
– Kitchen sink taps
– White goods
– Water softeners

• Measure reduction from;

– Grey water recycling
– Rainwater collection
Wat 1 - Indoor Water Use

You need to know

• Flow rates of fittings
• Capacity of bath
• Water consumption of white goods

• Full water calculation methodology available at

www.communities.gov.uk/publications/planningandbuilding/water
calculator
Wat 1 - Indoor Water Use

Water consumption Credits Mandatory Levels

(litres / person / day)
≤120 l/p/day 1 Level 1 and 2
≤110 l/p/day 2
≤105 l/p/day 3 Level 3 and 4

≤90 l/p/day 4
≤80 l/p/day 5 Level 5 and 6
Wat 1 - Indoor Water Use

• Major water consumers

– Taps
– Bidet
– Shower
– WC

• Reducing consumption
– Low water use fittings and appliances
– Flow restriction for free flow fittings
– Rainwater collection / Greywater recycling
• Limited by collection sources / possible uses in the home
Demonstration of water calculator

• Type, flow rate and number of fittings entered into the tool

• Appliances
– Washing machine and dishwasher
– If not specified, tool will adopt default values

• Water softener impact included (if specified)

Average Annual Rainfall

Lighter Brown area

466 – 640mm = 0.46 - 0.64m

Use minimum value 0.46m

See Met Office website for more
detailed data
Exercise

Wat 1 - Indoor Water Use

Review

• Wat 1 Calculator
– Capacities
– Flow Rates
– Numbers
Materials
Mat 1 - Environmental Impact of Materials
• Assessment covers:
– Roof
– External walls
– Internal walls
– Floors
– Windows

• For each element you need to know

– Area of element – for weighting
– Green Guide rating
• This issue assesses elements within a building envelope
Mat 1 - Environmental Impact of Materials

Mandatory Requirement

• 3 out of 5 named elements will need to be rated D or above

• 3 elements which are rated D will result in compliance with the

mandatory requirement, but no credits will be awarded
Mat 1 - Environmental Impact of Materials

• Credits awarded for the total combined rating score for assessed
elements

• Calculate using the Code Calculator Tool

• Area weighted
Mat 1 - Environmental Impact of Materials

Green Guide Credits

2007 Rating
A+ Rating 3
A Rating 2
B Rating 1
C Rating 0.5
D Rating 0.25
E Rating 0

Score is rounded down to nearest whole number

Demonstration of Mat 1 Calculator

• Mat 1 Calculator
• Green Guide Online – www.thegreenguide.org.uk
Exercise

Mat 1 - Environmental Impact of Materials

Exercise 5
Mat 1 - Environmental Impact of Materials
Mat 2/3 - Responsible sourcing of materials

• Mat 2 – Responsible sourcing of materials 6 Credits

– Basic Building Elements

• Mat 3 – Responsible sourcing of materials 3 Credits

– Finishing Elements
Mat 2/3 - Responsible sourcing of materials

• Materials that are responsibly sourced

• Defined elements and material considered

• Timber Certification schemes and EMS used to

demonstrate compliance
Mat 2/3 - Responsible sourcing of materials

• EMS covering part or all of the supply chain rewarded

• Reused materials can be rewarded

• Volumes or percentages of materials required

• CSH spreadsheet tool used to determine the credits

awarded
Three Stages (Mat 2 – Basic Building Elements)

Elements Materials Rigour - of source

• Frame • Metal • Tier 1

• Ground floor • Concrete • Tier 2 (currently
• Upper floors N/A)
• Brick
• Roof • Tier 3
• Stone
• External
walls • Glass • Tier 4
• Internal walls • Composites
• Foundation/ • Timber
substructure • Plastics
• Staircase • Plasterboard
Three Stages (Mat 3 – Finishing Elements)

Elements Materials Rigour - of source

• Stairs • Metal • Tier 1

• Windows • Concrete • Tier 2 (currently
• External & N/A)
Internal doors • Brick
• Stone • Tier 3
• Skirting
• Glass • Tier 4
• Panelling
• Furniture • Composites
• Fascias • Timber
• Any other • Plastics
significant use • Plasterboard
 Material selection process

• Look at all materials in element and discard

those not in the list. Eg:
– Insulation materials
– Fixtures
– Adhesives
– Additives

• Can opt to exclude materials of <10%

– Although it may improve your rating to
keep them!

• Of remaining materials a minimum 80% by

volume to be responsibly sourced
Material selection process

• Consider the largest volume of material first

• If not 80% of remainder consider next largest etc

• May include or exclude some materials strategically

Roof Element – Materials Breakdown

Concrete, 6%
Plasterboard, Plaster, 20%
10%

Composite, 15%
Insulation, 10%

Stones (Slate),
Plastic,
Timber,1%1%
3%

Plastic,
Timber, 35%
35%
Roof Element – Applicable Materials

Concrete, 7%
Plasterboard, Plaster, 22%
11%

Stones
(Slate), 3%
Composite,
17%

Timber,1%
Plastic, 1%

Plastic, 39%
Timber, 39%
Roof Element – Materials Considered

Material % remaining material considered

• Stone 3%
• Concrete 7%
• Composite 17%
• Timber 39%
• Plaster / Plasterboard 33%
Stage 3 – Rigour of Source

Elements Materials Rigour - of source

ü ü
• Roof • Metal • Tier 1
• Frame • Concrete • Tier 2 (currently
• Walls N/A)
• Brick
• Floors • Tier 3
• Stone
• Foundation/
• Glass • Tier 4
substructure
• Doors • Composite
• Windows s
• Timber
• Plastics
Rigour of Source - Certification Schemes

• Environmental Management Systems (EMS)

– ISO14001
– EMAS (Eco-Management and Audit Scheme)
– for SMEs
• BS8555
• Green Dragon Environmental Standard (level 4 or 5)

• Timber - Chain of Custody (CoC)

– Linking & tracking timber through the chain
– Various certification schemes

• Non Certified Timber

– 100% of all timber used within the elements assessed must
be legally sourced before any credits can be awarded
Rigour of source

• Certification / EMS schemes allocated to tiers

• Tiers determined by:

– Rigour of certification scheme
– Whether EMS covers:
– Supply Chain Processes
– Key Processes

• Spreadsheet tool used to calculate credits awarded

Rigour of source – Tier system
Tier level Issue assessed Points available Evidence/measure Examples of compliant schemes
per element assessed

1 Legality and
responsible sourcing
2a Legality and 2.5
responsible sourcing
2b Legality and
responsible sourcing
3 Legality and 1.5
responsible sourcing
4 Legality and
responsible sourcing
3 Certification scheme
Certification scheme
2 Certification scheme
Certification scheme/EMS
1 Certification scheme/EMS
FSC, CSA, SFI with CoC, PEFC,
Reused Materials, and Schemes
compliant with BES6001:2008 (or
similar) ‘Excellent’ and ‘Very Good’
Performance Ratings (Note: the EMS
required to achieve these ratings must
be independently certified).
Schemes compliant with
BES6001:2008 (or similar) ‘Good’
Performance Rating (Note: the EMS
required to achieve this rating must be
independently certified).
Schemes compliant with
BES6001:2008 (or similar) ‘Pass’
Performance Rating (Note: the EMS
required to achieve this rating must be
independently certified).
Timber: MTCC, Verified, SGS, TFT
Other materials: Certified EMS for
the Key Process and Supply Chain
Recycled Materials with Certified
EMS for the Key Process.
Certified EMS for the key process
stage.
Exercise

Mat 2 & 3 Responsible Sourcing

Exercise 6

• All Timber - FSC Certified

• Concrete – ISO14001 – Key Processes Only
• Plastics – EMAS – Key Processes Only
• Metals – ISO14001 – Key & Supply Chain Processes
• Brick – BES6001 Good rating
• Plasterboard – EMAS - Key & Supply Chain Processes
Exercise

Mat 2 & 3 Responsible Sourcing

Exercise 6
Review

• Materials 1 Calculator
– 3 out of 5 elements
– A+ - D rated
– Type
– Percentage of Element
– Green Guide Rating

• Materials 2 / 3 Calculator
– No. of elements present
– Volumes or Percentages
– Tiers – evidence required
Pollution
Pol 2 - NOx Emissions 3 Credits

• Space & hot water heating systems

• Dry NOx level (mg/kWh) at 0% excess oxygen

Dry NOx level Boiler class Credits

mg/kWh
≤ 100 4 1
≤ 70 5 2
≤ 40 - 3

• Open Flue – no credits

• Alternative approaches
Pol 2 - NOx Emissions

• Pol 2 – Calculator or Table 1

• Secondary heating system < 8%
– Option to discount

• Emission Calculation Procedures

– Conversion factors
– Excess Oxygen correction
– Dwellings with multiple heating systems
– CHP – combined emission value from both
heat & power outputs

• Special Cases
Demonstration of Pol 2 Calculator
Exercise

Pol 2 NOx Emissions

Exercise 7
Review
Pol 2 Calculator
• Space & hot water heating
• Dry NOx (mg/kWh) at 0% O2
• Boiler Class / Fuel
• Two results – Discount secondary system optional
Ecology
Eco 4 - Change in Ecological Value 4 Credits

• Site wide Issue

• Assess the change in ecological value before and after

development

• Use calculator tool

Eco 4 - Change in Ecological Value

• Measured in change in number of plant species

– -9 to -3 species (1 credit)
– -3 to +3 species (2 credits)
– +3 to +9 species (3 credits)
– +9 or above (4 credits)
Eco 4 - Change in Ecological Value

• Define landscape type and plot vegetation (see table in tech guide)

• Calculate plot area(s)

• Enter data into calculator

Note;
– Ecologist can be used
– Plant species only
 Eco 4 - Change in Ecological Value - Example

• 1.52 Hectares - Fertile Grassland

– =11.6 plant species
• 0.82 Hectares - Lowland wooded
– =12.9 plant species

• Species value
11.6 x 1.52 = 17.63
12.9 x 0.82 = 10.58
(Added) Total species = 28.21
Pre-Construction
(Arable Landscape type)
• Average Species Hectare = 28.21 / 2.34 Area = 2.34 Hectares
• Ecological value = 12.06 Species / Hectare
 Eco 4 - Change in Ecological Value - Example
• Post-Construction
• 0.94 Ha. - Buildings & hard landscaping
= 0 plant species
• 0.70 Ha. Fertile Grassland
= 11.6 plant species
• 0.70 Ha. Lowland wooded
= 12.9 plant species

• Species value
0.0 x 0.94 = 0.0
11.6 x 0.70 = 8.12
12.9 x 0.70 = 9.03 Area = 2.34 Hectares
(Added) Total species = 17.15
• Average Species Hectare = 17.15 / 2.34
• Ecological value = 7.33 Species / Hectare
Eco 4 - Change in Ecological Value - Example

Minus

Change in ecological value

Post construction value – Pre-construction value
7.33 Species / Ha – 12.06 Species / Ha
= - 4.73 Species / Ha (negative change in ecological value)
Demonstration of Eco 4 Calculator

• Plot types
• Plot area
• Values - Default or Ecologist specified
• Areas must match
Exercise

Eco 4 – Change in Ecological Value of the Site

Exercise 8
Questions
Scores

• Score overview page

• Detailed Summary for development
• Detail summary for dwelling
– Re-assign Spec Id’s
• Apply Record set to other addresses
QA Feedback

• Feedback online
• Make required changes and resubmit
Using the spreadsheet tools

The security settings for the VB macros in Excel must be set as

follows:

Go:
• Tools / Macro / Security

• When the security box appears, set the settings to low

Getting Help!

• User Manual
• CSH AAPS Customer Service Number - 0845 31 31 485
• Email – csh@bre.co.uk

• Practising at home before you are licensed?

– http//:training.thecsh.co.uk
– Register online
– Send email to csh@bre.co.uk
– FAO Maria Woodard
– Explain that you are in training
– NB not on the exam!
Review

• Pre assessment estimator tool

• Login / Password
• User Manual
• Registering assessments
• Creating addresses
• Calculator Tools
• Spec ID’s
• Getting help
And finally

• Feedback Forms

• CPD Certificate

• Hand back your badges - for recycling

• Thank you and have a safe trip home