Workshop 2

Home Information PacksDisplay CampaignRichard Macphail National Energy ServicesIan Turner Energie Cites

Workshop 2Home Information PacksRichard Macphail National Energy Services

New FactorsFour New FactorsThe European Directive on the Energy Performance of Buildings (EPBD)To be transposed into UK law by January 2006The Energy White Paper 2003Major update of Building Regulations in 2005Aspirational 60% CO2 reduction targets to 2050Sustainable and Secure Buildings Act 2005A private members billThe need to adapt building practice to the impact of climate change

Energy Certification

What we know, understand and can measure, we can begin to change

Energy Certification

UK implementationBuilding Regulations and energy efficiency policy are devolved responsibilitiesSeparate implementation in:England and WalesScotlandNorthern IrelandFocus on situation in England and Wales

EPC rating bands

The residential sector

New build housing (constructed)Owner occupied housing (sold)Private & social housing (rented)

The Structure of the GuidanceADL1A New dwellingsADL1B Existing dwellingsADL2A New non-domestic buildingsADL2B Existing non-domestic buildingsADF1 Means of VentilationExtensive use second-tier documents

Part L1AKey Features20% reduction in emissionsCompared with Part L1 (2002)Single compliance methodElemental MethodTarget U Value MethodCarbon Index MethodWhole-house carbon dioxide emissions targetSpace heating + water heating + lightingExtensive design freedom with the targetX

Five CriteriaDER TERDesign Limits (longstops)Limits on Summer OverheatingConsistent Performance (e.g. Air leakage)Operating Manuals for Users

DER < TERDERDwelling (Carbon Dioxide) Emissions Rate (kg/m2/yr)predicted by SAP (2005) if floor area < 450 m2predicted by SBEM if floor area > 450 m2for the dwelling as specifiedTERTarget (Carbon Dioxide) Emissions Rate (kg/m2/yr)calculated by prescribed procedure (by SAP software)for a notional dwelling of the same size and shape as the actual dwelling, with reference characteristics

Air leakage rates024681012141618Typical UKhousesUK goodmasonryCanadianR2000Air leakage (m3/hm2 @ 50Pa)SwedishCode 1977UK goodtimberframe

Air Leakage test

Accredited ExpertsArticle 10 of the EPBD Certificates must be prepared in an independent manner by suitably qualified and/or accredited expertsAuthorised SAP AssessorsODPM have named FAERO Ltd as the competent persons scheme for calculating CO2 figuresHome Information Packs 1 June 2007

Authorised SAP Assessors

Individuals are authorised if:They use approved softwareParticipate in a quality assurance scheme that ensures quality standard is attained+/- 5 SAP points in 95% of casesBased on carbon in future?

New Plan Assessor Software demo

The residential sector

New build housing (constructed)Owner occupied housing (sold)Private & social housing (rented)

Housing - Sold

1.3 million transactions in England and Wales Home Information Packs (Sellers Packs) Part 5 of the Housing Act (2003) Pack will be mandatory whenever a home is put on the market for sale Will contain a Home Condition Report which will include an Energy Report

Housing - Sold

7,500 to 10,000 Home Inspectors Home Inspectors VRQ Reduced Data SAP (RDSAP) methodology Quality assurance framework Home Info Pack mandatory from June 2007

Home Inspector QualificationAim to establish specific qualification for producing quality assured RDSAP energy reportQualification to be accepted as meeting requirements of HI NOSAlternatively could satisfy requirements of HI NOS through some other routeOnly Home Inspectors will be able to deliver EPCs as part of the HCRExpected to also allow individuals to provide energy reports in rental sector

RDSAP Software demo

The residential sector

Owner occupied housing (sold) New build housing (constructed) Private & social housing (rented)

Housing - Rented

Private and social landlords Details are being prepared, but ODPM have said that implementation will be simple, cost effective and not easy to evade 2 possible implementation methods identified:European Communities Act 1972New statutory provisions for renting

Housing - Rented

MethodologyNot implemented until 2008 (?)Analogous to the Sold sector Reduced Data SAP (RDSAP) methodology Quality assurance framework Qualified/accredited experts- Competent persons scheme

www.nher.co.uk

richard@nesltd.co.uk

The Display Campaign - Municipal Buildings as Shining ExamplesIan Turner Energie-Cits

What is Display?Why the Campaign?What are the benefits of joining?How can one join?

1. What is Display?

NewcastleLeicesterMilton KeynesCork CountyModenaAlmadaHelsinkiOdenseSamakovLausanneSevillaRennesFrankfurtUtrechtCharleroiRochefortMalmBrasovGrazLubochnaThe European Display Campaign is a voluntary scheme designed by energy experts from 20 European towns and cities

Display consists of 2 main aspectsThe Poster

Building data

A. The Poster

Water consumption in l/m2/yearPrimary energy consumption in kWh/m2/yearGHG emissions (CO2 equivalents) in kg/m2/yearDistribution of energy sources in %Local authority logo and contact detailsHow to progress towards class ADisplay Classification

B. Building data

2. Why the Campaign?

Accelerate the implementation of the Building Directive in municipal buildings via a bottom up approachEncourage municipalities to improve their building performance towards Class A Stimulate communication and awareness raising campaigns at local authority level

Objectives

Invisible ComplicatedDangerousConcerns techniciansEnergy is not a very sexy subjectKWh/m2/yrGJTons CO2Despite the fact that everyone relies on it, energy remains a subject incomprehensible to common people M3M2kg/kWh

MayorsDeputy mayorsManagersFinancial officersColleaguesGeneral publicWho?Because they are common people

Energie-Cits as a network of European local authorities for the promotion of local sustainable energy policies believes that:Local authorities have an important role to play in communicating energy efficiency issues to the public

Public buildings need to be managed in a transparent manner

The Display Campaign results 24 countries represented 160 local authorities partaking3014 buildings auto labelled 20 millions EU citizens

5 Consortium partners 4 Public associated partners 3 Private associated partners21 Relay Cities

3. What are the benefits of joining?

A. Potential financial benefitsA municipality of 100,000 inhabitants spends 1.5m and more for the energy requirements of its public buildings. By reducing by only 1%, savings of 15,000by 10%, it saves 150,000!More than 10% is achievable

B. Excellent communication toolAimed at the public and political representativesDeveloped by municipalities for municipalities

Bridging the gap between Europe and its citizens

4. How can one join?

Any European municipality may participate, regardless of:

its sizethe existing building stockits level of knowledge regarding its buildings performance

Download charter and sign 2 copies by a legal representativeSend to Energie-CitsPay inscription (1000 Euros for first year and 200 every year after that)Fill in online registration4 simple steps

You get - A copy of the communication handbook

Initiate the CampaignUsers guidePress InformationArticles + stickersCase Studies

The communication handbookUnlimited access to enter as many buildings as you wishStatistical analysis of buildings progressAn e-newsletter every 4 monthsOnline assistance and users guideAccess to a European networkYou get

The Display Campaign allows:Technical information to be more accessible to the public via an administrative obligation (EPBD)European citizens to be more involved and aware about energy issues

Thank you for your timeFor more information please do not hesitate to contact your Display Relay Cities - Leicester, Bristol and Milton KeynesMore information is available at:Or iturner@energie-cites.org w w w . d i s p l a y - c a m p a i g n . o r g

We have all seen the labels on new products and lightbulbs which rate them from A to G. By law, retailers, mail-order companies and manufacturers must display these labels on white electrical goods such as freezers, fridges, washing machines as well as lightbulbs for that are for sale. This initiative has been a success. Over the past few years, the average fridge being sold has improved from a D rating to a B. The enforced availability of energy efficient products, supported by simple and accessible labelling with sustained and effective marketing and communication has helped to create market demand.

Without credible, trustworthy and easy to understand energy efficiency information being available to the public, the chances of reducing energy wastage and Carbon pollution become even harder. Whilst not the sole driver of change regulation needs to underpin better and better standards improved choice and consumer information at the point of sale is important if we want to influence the buying decisions of the public.

What we know, understand and can measure, we can begin to change.Existing EU domestic white goods labelling scheme has resulted in demonstrably better products at no greater cost to the consumerEPBD is designed to build upon the success of the Market Transformation Programmeallows prospective purchaser or tenant to make an informed decisionwill influence the landlord/tenant relationshipcorporate social responsibility implicationsEND

Directive covers *all* buildings. Very few exceptions such as places of worship, agricultural type buildings (tractor sheds and the like)

This presentation indicates how it is proposed to transpose the Directive in England and Wales. The Scottish Executive and the Department of Finance in Northern Ireland have responsibility for the transposition within their jurisdictions, but it is expected that they will follow similar approachesA typical house under the current regs = 85. Under the current SAP scale of 1 to 120. For a gas heated dwelling, a current SAP of 85 equates to a new SAP of about 73, which under the new A to G scale will get you a C.

The top score of 120 at the moment, will get you a SAP of 85, only a B.

So achieving an A band will be very hard work is is the equivalent of way in excess of 120 at the moment.

333The use of four approved documents has raised the importance of work in existing buildings.

The ADs are to be supported by a second tier of documents that provide greater detail on means of compliance with the aims and intentions of Part L

From consultation upper quartile of homes tested post 2002 15 m/h

We still have some way to go compared to Canada and Sweden

Problem is that our new houses are not doing much better.Huge range 9 16.5New regs will be looking for 7We have a fair way to goPut a fan in Pressurise the houseMeasure the air changesThe current system allows organisations to be authorised to issue quality assured SAP ratings if they use software that has been approved as an accurate implementation of the current version of the SAP and they also operate a quality assurance scheme that ensures that a quality standard of 5 SAP points for 95% of ratings issued is achieved.

Three organisations are currently authorised to issue quality assured SAP ratings Elmhurst Energy Systems, MVM and National Energy Services. As at January 2004, six other organisations are currently registered as offering SAP software that has been approved by BRE on behalf of Defra[1], but this software is used without the necessary quality assurance procedures to achieve compliance with the quality standard. An unknown number of other organisations produce SAP software that is not submitted for approval. Similarly, an unknown number of organisations calculate SAP ratings without the aid of software, using the freely available SAP worksheet.

The existing arrangements result in considerable confusion as to the relative status of ratings from an authorised provider; ratings produced by approved software; ratings from other software; and manually calculated ratings. This reflects the fact that there is no requirement under the current Building Regulations for the SAP rating to be prepared under any formal quality assurance framework. Although it is commonly believed that BCOs must ask for SAP certificates, in fact the only requirement is for the Building Control authority to be satisfied that the SAP is calculated correctly.

Every year 1.3 million homes are sold in England and Wales. When a home changes hands, this is obviously a perfect opportunity for energy efficiency to intervene. A home purchase is a major trigger point for home improvements.In England and Wales, the owner occupied housing sector will be dealt with by the Home Information Pack. How Scotland is to be implement the Directive in this sector is still to become clear.The Housing Bill, currently in the House of Lords, proposes the mandatory creation of a Home Information Pack as part of the home purchase process. These packs have been suggested before back then they were called Sellers Packs.It will be mandatory to have one of these Packs before putting your home onto the market.The pack will contain: Terms of sale Evidence of Title Standard searches Planning consents and building control certificates Property information and fixtures and fittings forms Copies of guarantees and warranties Draft contract Home Condition Report including an energy efficiency assessment Etc but critically the Pack will contain a Home Condition Report. This Home Condition Report will provide impartial and reliable information on the condition and energy efficiency of the property. It will be a mid-range inspection, broadly similar to the Royal Institute of Chartered Surveyors' Homebuyers Survey and Valuation. The information in the HCR will be used to inform the prospective buyer, seller and mortgage lender. It will contain an integral Energy Report. It is this Energy Report that will enable compliance with the requirements of the EU Directive.

Only licensed Home Inspectors will be able to undertake these Home Condition Reports, and by implication, the Energy Report.It is estimated that between 7,500 and 10,000 Home Inspectors will be required to undertake the 1.3 million or so reports needed. So what are you going to have to do to become a Home Inspector? In principle this is an easy question to answer:Get your Home Inspector vocationally related qualification (VRQ)Convince the Home Inspectors Certification Board (HICB) that you are of suitable characterSign up to the HICB code of conduct and pay your registration fee.The Home Inspectors VRQ is the basic means of demonstrating that you have the technical and operational expertise needed to be a Home Inspector.What methodology will be employed to generate the Energy Report?The energy surveys will all be undertaken using the same methodology called the Reduced Data SAP methodology. Some of you might of heard that it was going to be called the FasterSAP methodology which is true, until we discovered wasnt very fast at all! But on the upside it means that it is accurate and meaningful.This methodology has been developed over the past 2 years by DEFRA, BRE, NES and other members of FAERO Elmhurst and MVM and is an agreed and tested approach to modelling energy consumption in dwellings, when not all the necessary data items are visible to the naked eye. This same team of people DEFRA, BRE, NES and so on are now working up the quality assurance framework necessary to ensure that all energy surveys and reports are undertaken to a high standard a standard that will ensure that the same rating and same recommendations for improvement are given regardless of the Home Inspector actually undertaking the survey.Every single Home Condition Report will be uploaded electronically to a central on-line databank. All the data that is collected for the energy survey will also be uploaded and will be accessible by ODPM, and I would hope, other Government Departments and agencies.

The consultation is very quite on this issue indeed and makes no specific recommendations. Even though the consultation is supposed to be a consultation on the EU Directive as well as Part L, they only seem keen to consult on issues around the Directive where there is an implication for Part L.

The above is what Andy Hannan from ODPM explained at the NHER conference in February 2004 on the issue of the rented sector.Because it is analogous to the Sold sector it is unlikely that we will see implementation before the sold sector is implemented. This is because:It would be a nonsense to have them out of synchb) It would seem that effort at ODPM is being taken up by Housing Bill (the sold sector) and Part L (the constructed sector). To expect implementation any earlier than 2007 would be mad.From a technical point of view will be very similar to Sold sector. The same methodology will be use (ie RDSAP) and the same output will be generated (ie the Home Energy Report, together with the same recommendations etc)We believe that a Competent Persons scheme will be set up, to guarantee standards and ensure a free market for Home Energy Reports in the rented sector.A quality assurance framework is imperative for repeatability of results to ensure confidence in the whole Energy Report.