Domestic GDA Training – 12. Green Deal Occupancy Assessment1Training Material...

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Transcript of Domestic GDA Training – 12. Green Deal Occupancy Assessment1Training Material...

Qualification/Course Title Module Title

ABBE Level 3 Diploma in Domestic Green Deal Advice12. Green Deal Occupancy AssessmentOutline of the Green Deal Home Visit and the Occupancy AssessmentOccupancy Assessment ConsiderationsInformation Collection for the Occupancy Assessment

Presented by [Name]Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Outline of the Green Deal Home Visit and the Occupancy AssessmentDomestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Outline of Visit/Occupancy Assessment 1. Contact the customer in advance of the visit to explain what it entails, and to ask them to have ready any relevant info, such as fuel bills, receipts or guarantees for any work done. Also ask if they already have an EPC (especially if they have recently moved into the home) if so, and they cannot find it, obtain their permission to look it up on Landmark.

2. Visit at the agreed time and discuss the visit with the customer. Explain all points on your sign off sheet/check sheet, to make sure the customer is fully informed about the process before the assessment begins.Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Outline of Visit/Occupancy Assessment 3. Inspect the property and talk to the customer to determine how the occupiers use the home in practice, if possible taking information from their fuel bills, and noting their usage of appliances (e.g. refrigerator and tumble dryer).

Do not make assumptions. Ask the question

4. If possible, immediately enter the data gathered into the Green Deal Advisor software and compare the customer's fuel bills with the estimates in the EPC and OA.

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Outline of Visit/Occupancy Assessment 5. Talk to the customer about their use of the installed energy-using systems, particularly how they use any controls, to establish if any high energy use is down to the way the customer uses them.

6. Find out whether they fall into any category that may receive funding help from the Energy Company Obligation (ECO). The ECO works alongside the Green Deal finance offer by targeting appropriate measures at those households likely to need additional support in particular those containing vulnerable people on low incomes and in hard-to-treat housing.

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Outline of Visit/Occupancy Assessment 7. Use the outputs from the GDAR to consider what improvement measures and/or behaviour changes would help to reduce the customer's fuel bills.

Reviewing the recommendations produced by the GDAR will provide estimates of the savings that can be expected from them and an indication of whether the suggested measures will satisfy the Golden Rule. Be aware that some options for improvements will almost certainly be beyond Green Deal funding, but might still be a viable solution if the customer is willing to provide some of their own funding, from savings or via a separate loan.

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Outline of Visit/Occupancy Assessment 8. Discuss these options, their relative costs, disadvantages and benefits, with the customer, and agree the types of improvement that the customer wishes to consider.

9. Discuss possible low cost, no cost measures with the customer to improve their energy saving and to begin saving immediately

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Outline of Visit/Occupancy Assessment 10. Encourage the customer to adopt a programme of whole house improvement, which is generally more cost effective and less disruptive than making individual improvements one at a time; one large-saving item may also pay fully for additional energy-saving items.

For example, for a solid wall home, internal wall insulation may be under consideration; if the customer is considering refitting the kitchen, this would be the ideal time to install wall insulation and also to replace older white goods with the most efficient options. To an extent, this will depend on funding availability and the financial circumstances of the customer, so again this should be handled tactfully.

11. If applicable, discuss possible ECO funding that may be available to offset some of the upfront costs.

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Occupancy Assessment ConsiderationsDomestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1OccupancyShort Description: Number of occupants.

Long Description: Total number of occupants normally living in the dwelling.

Notes: This is just a straight count of the number of people who sleep in this dwelling on at least half of the nights in a year, regardless of their age/size. The answer should be a whole number. Dont attempt to correct for children (e.g. counting as half). Students living away from home during term time should be excluded from the count.Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Showers and BathsShort description: Type of shower and frequency of use of bath and shower

Long description: What type of shower is present (if any)? How often is it used? How often is the bath used?

Notes: If more than one shower type is present, choose the one that is used most Frequency of use can be asked in terms of uses per day/week/month, or whatever is easiest for the occupant, but record in uses per day (for the household as a whole) for input to the software. Given the personal nature of this question, some occupants may not wish to answer it, in which case default values are used, resulting in a less accurate assessment of hot water use. Choose from the following shower types: None: No shower is present in this home. Unknown: Unidentifiable, or occupant doesnt know and wont let assessor see it. Mixer: Shower fed from hot water cylinder (not pumped), or combi boiler. Electric: Shower with an electric heating element which heats water at the point of use. Pumped: Power shower with an electric pump to increase the flow rate.Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Property Details 12

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Heating SystemsDefine main and secondary heating systems:

Which heating system is actually used as the main heating system in this household?Which second main system is actually used in this household?Which secondary system is actually used in this household?

This question is about how occupants heat this home in practice in the winter. The choice of systems may therefore be different to what was assumed in the RdSAP assessment.

Main, Second Main and Secondary systems can only be replaced with Secondary Heaters.

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Heating Systems

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Main HeatingThe main heating system is defined as:A system which heats the largest proportion of the dwelling.A system which is not usually based on individual room heaters (although it can be).A system which usually also provides the water heating.

If there is more than one heating system or device in a property, use the following process to decide which is the main heating system:The main system usually provides both space and water heating and should heat at least 30% of the dwelling.If no system provides space and water heating then select the system which heats the greatest part of the dwelling.If there is still doubt then select the system which supplies useful heat to the dwelling at the lowest cost.If the costs are the same then select the system which heats the living room.Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Additional Main SystemIf a dwelling has an additional main system then the proportion of the property heated by each system should be calculated. This should be based on heated floor area to the nearest 10%.If two systems serve the same heating circuit then assume there is a 50/50 split.The main system should be the one which heats the living area.

Examples where an additional main system can be used:A large property has two different boilers fitted so the whole property can be heated. One boiler is the main system the other is the additional main system.A property has a boiler fitted to replace storage heaters, but some functioning storage heaters are left in the property, the boiler is the main system and the storage heaters are the additional system

Domestic GDA Training 12. Green Deal Occupancy Assessment

#Training Material Stroma Certification 2013 | Version 1.1Secondary HeatingSecondary heating must be based on fixed room heaters.A fixed room heater is an independent heater not on a central system, such as a gas fire or electric panel heater. The heater must be fi