1. Domestic GDA Training – 12. Green Deal Occupancy Assessment1Training Material © Stroma Certification 2013 | Version 1.1 ABBE Level 3 Diploma in Domestic Green Deal Advice 12. Green Deal Occupancy Assessment ① Outline of the Green Deal Home Visit and the Occupancy Assessment ② Occupancy Assessment – Considerations ③ Information Collection for the Occupancy Assessment Presented by [Name]

2. Domestic GDA Training – 12. Green Deal Occupancy Assessment2Training Material © Stroma Certification 2013 | Version 1.1 Outline of the Green Deal Home Visit and the Occupancy Assessment

3. Domestic GDA Training – 12. Green Deal Occupancy Assessment3Training Material © Stroma Certification 2013 | Version 1.1 Outline 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.

4. Domestic GDA Training – 12. Green Deal Occupancy Assessment4Training Material © Stroma Certification 2013 | Version 1.1 Outline 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.

5. Domestic GDA Training – 12. Green Deal Occupancy Assessment5Training Material © Stroma Certification 2013 | Version 1.1 Outline 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.

6. Domestic GDA Training – 12. Green Deal Occupancy Assessment6Training Material © Stroma Certification 2013 | Version 1.1 Outline 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.

7. Domestic GDA Training – 12. Green Deal Occupancy Assessment7Training Material © Stroma Certification 2013 | Version 1.1 Outline 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

8. Domestic GDA Training – 12. Green Deal Occupancy Assessment8Training Material © Stroma Certification 2013 | Version 1.1 Outline 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.

9. Domestic GDA Training – 12. Green Deal Occupancy Assessment9Training Material © Stroma Certification 2013 | Version 1.1 Occupancy Assessment – Considerations

10. Domestic GDA Training – 12. Green Deal Occupancy Assessment10Training Material © Stroma Certification 2013 | Version 1.1 Occupancy Short 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. Don’t attempt to correct for children (e.g. counting as half). Students living away from home during term time should be excluded from the count.

11. Domestic GDA Training – 12. Green Deal Occupancy Assessment11Training Material © Stroma Certification 2013 | Version 1.1 Showers and Baths Short 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 doesn’t know and won’t 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.

12. Domestic GDA Training – 12. Green Deal Occupancy Assessment12Training Material © Stroma Certification 2013 | Version 1.1 Property Details 12

13. Domestic GDA Training – 12. Green Deal Occupancy Assessment13Training Material © Stroma Certification 2013 | Version 1.1 Heating Systems Define 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.

14. Domestic GDA Training – 12. Green Deal Occupancy Assessment14Training Material © Stroma Certification 2013 | Version 1.1 Heating Systems

15. Domestic GDA Training – 12. Green Deal Occupancy Assessment15Training Material © Stroma Certification 2013 | Version 1.1 Main Heating The 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.

16. Domestic GDA Training – 12. Green Deal Occupancy Assessment16Training Material © Stroma Certification 2013 | Version 1.1 Additional Main System If 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

17. Domestic GDA Training – 12. Green Deal Occupancy Assessment17Training Material © Stroma Certification 2013 | Version 1.1 Secondary Heating Secondary 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 fixed in place, so portable heaters are not included in the assessment. Secondary Heater selection: 1.Select the type of heater which heats the greatest number of habitable rooms. 2.If that does not resolve the choice then select the heater which is cheapest to run, based on fuel cost. 3.If that still does not narrow it down, select the device with the lowest efficiency. 4.Make use of the Second Main system.

18. Domestic GDA Training – 12. Green Deal Occupancy Assessment18Training Material © Stroma Certification 2013 | Version 1.1 Heating Systems The selection once the heating systems are defined are for Room Heaters only. The selections are: Main Heating – As RdSap Room Heater

19. Domestic GDA Training – 12. Green Deal Occupancy Assessment19Training Material © Stroma Certification 2013 | Version 1.1 Heating Systems Fuel Category: Gas Oil Solid Electric Fuel: this refers to the type of fuel selected e.g. Mains Gas, LPG etc…

20. Domestic GDA Training – 12. Green Deal Occupancy Assessment20Training Material © Stroma Certification 2013 | Version 1.1 Heating Systems Selection for Room Heaters depends on the Fuel they are burning.

21. Domestic GDA Training – 12. Green Deal Occupancy Assessment21Training Material © Stroma Certification 2013 | Version 1.1 Rooms Heated By Each System Short description: Habitable rooms heated by each system. Long description: Identification of which rooms are heated and by which heating system. The living area comprises rooms normally heated to a higher temperature than the rest of the house). Indicate rooms as partially heated if normally kept at a lower temperature (e.g. TRV set 1 or the frost setting because room rarely used). It is possible to have more than one system for a room (commonly the main living room having both central heating and a focal point fire). The following table illustrates.

22. Domestic GDA Training – 12. Green Deal Occupancy Assessment22Training Material © Stroma Certification 2013 | Version 1.1 Rooms Heated By Each System

23. Domestic GDA Training – 12. Green Deal Occupancy Assessment23Training Material © Stroma Certification 2013 | Version 1.1 Living Area Temperature Short Description: The temperature to which the living area is normally heated Long Description: The temperature reached on a normal day in winter in the living room when the heating has been on long enough to reach the occupants’ desired temperature. If the thermostat is in the living room and is used in the normal way (i.e. generally left in one position) record the thermostat set point. If the thermostat is not in the living room, add 3°C to the set-point to estimate the living room temperature. If there is no thermostat, or it is frequently adjusted, a reliable estimate cannot be made, so record ‘unknown’. (Where programmable thermostats are used (with the possibility of having a variable set point) use the highest set point for the most common day type (e.g. even if a higher set-point is used at the weekend, use the weekday maximum).

24. Domestic GDA Training – 12. Green Deal Occupancy Assessment24Training Material © Stroma Certification 2013 | Version 1.1 Heating Patterns The hours of heating on a typical week in winter On a normal day, the hours during which the heating is normally on and on an alternative day, the hours during which the heating is normally on. How many days of the week is the alternative heating pattern used? Only need to provide alternative hours if the heating is used differently on some days of the week (e.g. longer hours at the weekend). Record up to 4 heating periods per normal day and up to 4 per alternative day. More than 4 will be extremely rare, but if necessary combine any remaining hours into the 4 th.

25. Domestic GDA Training – 12. Green Deal Occupancy Assessment25Training Material © Stroma Certification 2013 | Version 1.1 Heating Patterns For each period of heating, record the on time and the off time. In cases where a programmer is present, the occupant may know their on and off time to the nearest minute, in which case enter them to this level of accuracy, but in other cases times to the nearest half an hour would be adequate. Total number of hours on is not sufficient, because the hours the heating is off between heating periods is needed to estimate how much the house cools to get the right average internal temperature. The number of days per week the alternative heating pattern is used doesn’t necessarily have to be a whole number. 25

26. Domestic GDA Training – 12. Green Deal Occupancy Assessment26Training Material © Stroma Certification 2013 | Version 1.1 Heating Patterns Example heating pattern Number of days per week alternative pattern used

27. Domestic GDA Training – 12. Green Deal Occupancy Assessment27Training Material © Stroma Certification 2013 | Version 1.1 Tumble Dryer Short description: Level of use of tumble dryer Long description: During a year, what proportion of clothes drying is done using a tumble dryer? Enter zero if not present. If present, estimate proportion of drying that is done using the tumble dryer over the course of a year, considering the alternatives (e.g. indoor drying racks). You must enter the figure as a percentage Is there space for outside drying: Yes/No There has to be physical space for external drying outside of the property, rotary washing lines do not have to be seen as they are removable.

28. Domestic GDA Training – 12. Green Deal Occupancy Assessment28Training Material © Stroma Certification 2013 | Version 1.1 Cold Appliances Short description: Number of cold appliances present Long description: How many are present (and normally plugged in)? Fridges Fridge-freezers Freezers The only pitfall here is to avoid any misunderstanding with the customer of definitions, by using the terminology ‘stand-alone freezers’, ‘stand-alone refrigerators’ and ‘fridge-freezers’. This should avoid a fridge freezer being counted twice as a fridge and a freezer. Wine coolers / beer fridges are counted as fridges

29. Domestic GDA Training – 12. Green Deal Occupancy Assessment29Training Material © Stroma Certification 2013 | Version 1.1 Appliances

30. Domestic GDA Training – 12. Green Deal Occupancy Assessment30Training Material © Stroma Certification 2013 | Version 1.1 Cooking Hob type and size, and oven type What type of hob is present What type of oven is present Choose from: Gas Electric Gas/Electric Range, and the fuel used Other Hob size Large (more than 4 burners) Normal Beware ‘look-alike’ ranges, which are functionally just normal cookers. Record as a range cooker only if it stays hot all the time.

31. Domestic GDA Training – 12. Green Deal Occupancy Assessment31Training Material © Stroma Certification 2013 | Version 1.1 Cooking Range cooker selection: Always Hot (All Year) Always Hot (Winter) - Should have a Summer Winter Switch

32. Domestic GDA Training – 12. Green Deal Occupancy Assessment32Training Material © Stroma Certification 2013 | Version 1.1 Bill Data Bill Data = amount of each fuel used during a recent 12 month period and a code number indicating the reliability of the data. This should be based on the best evidence available, Bill data (Fuel bills which often contains an annual usage figure) Fuel delivery receipts/invoices (e.g. for oil, LPG etc…) This evidence must relate to the current occupants and the current dwelling. In some cases there will be no evidence and ‘unknown’ should be recorded, for example if the occupants have recently moved in. The reliability code is used to set an appropriate range of uncertainty for the outputs.

33. Domestic GDA Training – 12. Green Deal Occupancy Assessment33Training Material © Stroma Certification 2013 | Version 1.1 Bill Data Reliability Level Description 1Metered mains gas/electricity consumption based on actual meter readings, not estimates. 2Metered gas/electricity consumption based on estimated reading, or oil/LPG consumption based on invoices/receipts 3Solid fuel consumption based on invoices/receipts 4Unknown: no reliable data; includes fixed charge community heating 5Unusual energy-using item affecting this fuel*

34. Domestic GDA Training – 12. Green Deal Occupancy Assessment34Training Material © Stroma Certification 2013 | Version 1.1 Bill Data The annual fuel should be recorded in kWh where possible for electricity and metered gas. For other fuels record the quantity: - mains gas: cubic metres or cubic feet - LPG: litres or kg - heating oil: litres - solid fuel: tonnes or kg If the data does not relate to 12 months, a period between 11 and 13 months is acceptable but there must be no gaps. Record the period to which the bill data relates. In some cases information may only be available on the amount paid for fuels. In this case record the total amount for each fuel concerned.

35. Domestic GDA Training – 12. Green Deal Occupancy Assessment35Training Material © Stroma Certification 2013 | Version 1.1 Fuel Tariffs The fuel tariffs paid by this household. Obtain the information from fuel bills. Tariffs for electricity and mains gas are either in the form of a: standing charge and a unit price or a unit price for a first number of units and another unit price for additional units: Record all details. In the case of LPG, oil and solid fuels record the total number of units purchased and the total amount paid.

36. Domestic GDA Training – 12. Green Deal Occupancy Assessment36Training Material © Stroma Certification 2013 | Version 1.1 Information Collection for the Occupancy Assessment

37. Domestic GDA Training – 12. Green Deal Occupancy Assessment37Training Material © Stroma Certification 2013 | Version 1.1 Data to be Collected for Input ItemDataComment Number of occupantsWhole number Main heating 1“as RdSAP assessment” or heating code from SAP table 4a/4b Use “as RdSAP assessment” whenever relevant. Identification of particular systems is needed only where the occupancy assessment assigns different systems Main heating 2“as RdSAP assessment” or heating code from SAP table 4a/4b Secondary heating“as RdSAP assessment” or heating code from SAP table 4a

38. Domestic GDA Training – 12. Green Deal Occupancy Assessment38Training Material © Stroma Certification 2013 | Version 1.1 Data to be Collected for Input Heating by rooms (enter “1” in each applicable cell) Habitable Rooms Heated by main system 1 Heated by main system 2 Heated by secondary heaters Partially Heated Not Heated Living Room Other Room 1 Other Room 2 Other Room 3 Other Room 4 (continue as necessary) Comments. Enter data for habitable rooms only; omit other rooms (e.g. kitchen) and circulation spaces whether heated or not. Living area comprises rooms normally heated to a higher temperature than the rest of the house. Each room must be indicated as heated by at least one system or as unheated. A room can be heated by two systems (e.g. main and secondary). In the case of a partially heated room indicate also the system that provides heat to it.

39. Domestic GDA Training – 12. Green Deal Occupancy Assessment39Training Material © Stroma Certification 2013 | Version 1.1 Data to be Collected for Input ItemData Comment Living Area Temperature“unknown” or valueNearest 1°C Heating pattern, normal dayOn 1 Off 1 On 2 Off 2 On 3 Off 3 On 4 Off 4 Include times for the identified number of separate periods per day. Enter time in hours and minutes. Heating pattern, alternative dayAs above; also record number of days per week using alternative Showers and bathsShower type: one of - none - mixer - pumped - electric - unknown Baths per day (if known) Showers per day (if known) If more than one shower select value for the one used most often. Number per day is for the household as a whole and is a decimal number, e.g. 2.6

40. Domestic GDA Training – 12. Green Deal Occupancy Assessment40Training Material © Stroma Certification 2013 | Version 1.1 Data to be Collected for Input ItemDataComment Tumble dryerFraction (0 to 1)0 if no tumble dryer. Otherwise householder’s estimate of proportion of all clothes drying done in dryer. Cold appliancesNumber of each of: - stand-alone fridge - stand-alone freezer - fridge-freezer “stand-alone” means it performs only one of the two functions (a small freezing compartment as is present in most fridges does not make it fridge-freezer, which is a unit with two separate compartments) Cookingtype, one of - gas - Electric - Gas/electric - range - other

41. Domestic GDA Training – 12. Green Deal Occupancy Assessment41Training Material © Stroma Certification 2013 | Version 1.1 Data to be Collected for Input ItemDataComment Community heatingYes/no and if yes one of - charging based on amount of heating used - fixed charge If based on amount of heating used in kWh per year Fixed charge includes cases where charge is incorporated in rent Electricity bills- kWh - Period to which this relates complete tariff data below Period in months e.g. 12, 12.5, should be approx 1 year. Where spread over more than one bill, add up and enter total Gas bills- kWh - Period to which this relates complete tariff data below Period in months e.g. 12, 12.5, should be approx 1 year. Where spread over more than one bill, add up and enter total Other fuels purchasedComplete “other fuel” below for each other fuel Unusual energy-using item present Yes/no and if yes then short description and the fuel it affects e.g. heated swimming pool

42. Domestic GDA Training – 12. Green Deal Occupancy Assessment42Training Material © Stroma Certification 2013 | Version 1.1 Electricity tariff – standard domestic tariff Reliability levelOne of - actual readings - estimated readings - unknown Select “actual” if that applies to the first and last reading of the total period. If unknown omit the data in the remainder of this table Charging basisOne of - standing charge and unit price - two unit prices If standing charge- amount (£ or p) - period p/day or £/month or £/quarter - p/kWh If two unit prices: Initial unit price Follow-on unit price - p/kWh - units at this price - per month or per quarter - p/kWh Data to be Collected for Input

43. Domestic GDA Training – 12. Green Deal Occupancy Assessment43Training Material © Stroma Certification 2013 | Version 1.1 Electricity tariff – off peak tariff Reliability levelOne of - actual readings - estimated readings - unknown Select “actual” if that applies to the first and last reading of the total period. If unknown omit the data in the remainder of this table Charging basisOne of - standing charge and unit price - two high-rate unit prices If standing charge- amount (£ or p) - period p/day or £/month or £/quarter - high-rate p/kWh - low-rate p/kWh If two unit prices: Initial high-rate unit price Follow-on high-rate unit price Low-rate unit price - p/kWh - units at this price - per month or per quarter - p/kWh Data to be Collected for Input

44. Domestic GDA Training – 12. Green Deal Occupancy Assessment44Training Material © Stroma Certification 2013 | Version 1.1 Gas Tariff Reliability levelOne of - actual readings - estimated readings - unknown Select “actual” if that applies to the first and last reading of the total period. If unknown omit the data in the remainder of this table Charging basisOne of - standing charge and unit price - two unit prices If standing charge- amount (£ or p) - period p/day or £/month or £/quarter - p/kWh If two unit prices: Initial unit price Follow-on unit price - p/kWh - units at this price - per month or per quarter - p/kWh Data to be Collected for Input

45. Domestic GDA Training – 12. Green Deal Occupancy Assessment45Training Material © Stroma Certification 2013 | Version 1.1 Data to be Collected for Input

46. Domestic GDA Training – 12. Green Deal Occupancy Assessment46Training Material © Stroma Certification 2013 | Version 1.1 Data to be Collected for Input

47. Domestic GDA Training – 12. Green Deal Occupancy Assessment47Training Material © Stroma Certification 2013 | Version 1.1 Bills We will now look at a couple of example bills and how to take data from them

48. Domestic GDA Training – 12. Green Deal Occupancy Assessment48Training Material © Stroma Certification 2013 | Version 1.1 Questions?

49. Domestic GDA Training – 12. Green Deal Occupancy Assessment49Training Material © Stroma Certification 2013 | Version 1.1 Stroma Certification Ltd. 4 Pioneer Way, Castleford, WF10 5QU 0845 621 11 11 training@stroma.com Web Links www.stroma.com/certification Contacts