GBE CPD Metadata

• File Name: GBE CPD UK Post PAS 2035
• File Type: Word, PDF and PPTX
• File Size:
  • Word: 0.37 mb
  • Word to PDF: 0.5 mb
  • PDF Handout: 6.3 mb
  • PDF Show: 6.5 mb
  • PPTX: 6.4 mb
• Number of Slides:
  • Word: 15 pages
  • PPTX: 114
  • PDF Show: 112 of 114
  • PDF Handout: 13 pages
• Created for: DWF Direct Forks Forum
• Presented to: DWF Direct Works Forum June 2019 Event
• Author: BrianSpecMan aka Brian Murphy BSc Dip Arch (Hons+Dist)
• © GBE NGS ASWS 2010 – 2019
• Created:
  • Word: 03/06/19
  • PPTX: 06/06/19
• Revision:
  • Word: 2
  • PPTX: 2
  • PDF: 2
• Updated:
  • Word: 06/06/19
  • PPTX: 11/06/19
• Previously published on Scribd: No
• Scribd reads: None
• CI/SfB: (W6)
• CAWS 1987: Many and Cs in particular
• CAWS 2012: Many
• Uniclass 1 1997:
• Uniclass 2 2012:
• Uniclass 3 2015:
• Tags: Retrofit, Refurbishment, PAS 2035, Dr Peter Rickaby, PAS 2030, ECO, GreenDeal, Decent Homes, Retrofit Coordinator, Carbon targets, Programme Costs.
• ProductSets: Methods of Construction, Materials, Building Elements,
• UserGroups: Housing, Refurbishers, Retrofitters, Students, Architects, Assistants, Technicians, Surveyors, Structural Engineers, Constructors

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GBE CPD Content

GBE Retrofit PAS 2035 CPD

(without images; See the slide show for the pictures)

Retrofit Future-Proof Project

• The following content edited up to: 06/06/19
• The PowerPoint refined up to: 11/06/19
• Notes following TGR BiteSize event at PTEa
• Hear Audio Recording: Peter Rickaby PAS 2035 181114_0187.WMA
• NB anything the speaker says or GBE interpretation is all subject to awaiting the final issue of PAS 2030 update and new PAS 2035

Speaker: Dr. Peter Rickaby

Representing:

• Each Home Counts Implementation Board
• BSI Retrofit Standards Task Groups (PR is Chair) authors of PAS 2035
• UKCBM

Speaker: Dan

Representing: The Green Register and Bristol Open Doors

 

BSI Retrofit Standards Framework

• Objectives
  • Improve functionality and durability of buildings
  • Improve the comfort and well-being of occupants
  • Improve energy efficiency
  • Reduce environmental impact
  • Protect and enhance architectural heritage
  • Minimise the ‘performance gap’
  • Avoid unintended consequences
• Principles
  • Focus on materials, workmanship and processes
  • Make retrofit standards accessible (online portal)
  • Combine technical standards with guidance

 

Issue to address:

• Climate Change, Adaptation, Mitigation
  • Carbon Reduction
• Fuel Poverty one of biggest complications to contend with
  • Families trying to keep warm, no focus on Carbon
  • 1990’s failures
  • Government modified counting methods to look better
  • Rises in Fuel Price wiped out savings,
  • Price increases ongoing
  • More Fuel Poverty not less
  • Choices between heating and food
  • People being imprisoned for failure to pay bills
• Fabric First Approach?
  • except ‘no insulation without ventilation’

 

Scope:

• 27 m total homes
• 4 m homes in social sector housing
• 68% in private ownership
• 25-30% of total emissions
• 80% of buildings will still be standing in 2050
• 20-25 m homes to retrofit by 2050
• Current new Part L compliant buildings
  • Will be added to retrofit program later
  • Which year Part L are they built too (applications prior to building)
  • Even current Part L is inadequate
  • Performance Gap leave them inadequate

 

Programme:

10-year-old data:

• 2010-2050 40 years x 50 working weeks = 2,000 working weeks
• 20m/2,000 = 10,000 completions per week
• 25m/2,000 = 12,500 completions per week
• 10,000 No. * £25,000 = £250 m/week expenditure
• 12,500 No. * £25,000 = £312.5 m/week expenditure
• £250 m/week expenditure x 50 weeks = £1.250 bn/year
• £312.5 m/week expenditure x 50 weeks = £1.56 bn/year

Current data:

• 2020-2050 30 years x 50 working weeks = 1,500 working weeks
• 20m/1,500 = 13,333 completions per week
• 25 m/1,500 = 16,667 completions per week
• 13,333 No. * £25,000 = £333.3 m/week expenditure
• 16,667 No. * £25,000 = £416.7m/week expenditure
• £333.3 m/week expenditure x 50 weeks = £1.666 bn/year
• £416.7 m/week expenditure x 50 weeks = £2.32 bn/year

Totals:

• 25m x £25,000 = £625,000 m (£625 billion) total expenditure
• 10,000 homes per week
• 7 x 24 x 60 = 10,080 minutes per week
• 1 retrofit completion per minute

Comparison:

• ‘Quantitive easing’ of 2008 banking crisis: £1,500bn
  • in one go, not spread over 30 years
• BAIS busy now on other things: BREXIT?

 

Every Home is Different,

• Russell Smith ex Parity Projects
• Pie chart image (all in the same S London estate)
• Size of Pie = Consumption level
• Size of Sector = Different energy use breakdown
• Buildings of different eras building types are different,
• The overlay different occupant life style consumptions

 

Failures:

• Glasgow 2014: 4 tonnes of EWI fell from top floor of tower due to extra wind loads at 14 stories
• Oxgang School 2014: Gable wall EWI + Brick slips fell due to wind loadings
• Preston Estate 300 No. homes in private ownership
  • Kate Selincourt wrote in Passivehouse+ magazine
  • LA persuaded house owners to join
  • Funding under CESP Scheme
  • No Design, poor labour = Bad installation
  • Rain penetration around terrible details
  • Walls behind saturated, mould growth and uninhabitable
  • Getting fixes is proving difficult
  • Confronted Insulation Industry with this example
  • Each Home Counts: Challenged
• Grenfell over 18 m tower block
  • 72 dead
  • Rainscreen cladding air gap
  • Fire and bad fire stopping
• Hackett Inquiry Report:
  • Specification race to the bottom
  • Slow response to correct corner cutting culture or profit culture
• Many other failures:
  • Mostly Cavity wall insulation used where walls are too exposed
  • EWI put on badly
  • BEIS tired of letters from owners about failures
  • Not just wet insulation but saturated buildings unlivable buildings
• Most CITB approved Skills courses are for new build not Retrofit
  • Needs to expand its remit to include Repair Maintenance Improvement (RMI)
  • Whole new work force needed
  • Skills is not enough, Competence and Care are essential
  • Profit motivated management do not allow time to Care

 

Zoey Conway Radio 4 Today Programme

• Poor insulation
• Wet buildings
• Life Changing
• Unable to sell
• Mostly carried out as part of ECO programme
• See Also
  • GBE Issue Paper: External Wall Insulation

 

How did we get here?

• Retrofit for a Future Programme
  • 86 projects, 115 HA Homes
  • Down to EnerPHit standard
  • Target: 17 kg/CO2/m2/year
    • Naively set and challenging
    • 25% met the target
  • Budget: £90,000
  • Assessment by extendedSAP or PHPP
  • PCR Post Completion Report to 40 units (by PR)
  • POE Post Occupancy Evaluation x2
  • 2 years of monitoring by EST
  • Expert review panel
  • Catapult Website
  • Book of 20 Case studies
  • Lessons Learned more about failures
  • Now think £25,000 per home if done at scale
• See Also
  • GBE Peterborough Project
  • GBE Book of case studies

 

Where does it go wrong?

• Edges, Junctions, Interfaces, Corners,
• Services Interfaces, Controls, Occupant interaction
• Ventilation is the biggest Problem
  • UK has not needed it and has no experience or know-how

 

GreenDeal (Milestone)

• PAYS Pay as You Save
  • Principle established in Bristol Project
• PAYS via GDP Green Deal Providers
  • Sainsbury’s, M&S, B&Q, etc.
• Ministers: ‘Cowboy Builders Paranoia’
  • Of their own making, not allowing regulated control of builders
• PAS 2030 Installation Standard
• Golden Rule
  • Each system has to pay for itself within 25 years
  • Encouraged single system approach unless payback was slow
    • Insulation usually quickest
    • But insulation without ventilation can be problematic
    • Boilers without insulation did not make sense
    • Airtightness without ventilation is a problem
  • Then combinations could work together
    • Window and PVs slowest
    • But FIT and RHI payments complicated this

 

Failed:

• High Interest Rate (?Due to High Risk?)
• No Promotion by Government
• Underfunded assessment
• No Design
• Lack of Trust in the industry by consumers

 

ECO Energy Company Obligation

• Threat of regulation and taxation
• Following: Warm Front, CERT and CESP
• Measures based system, one system at a time
• Quotas encouraged mass single solution without consumer choice
• Wrong Insulation: EWI whether you need it or not
• SAP Standard Assessment Procedure
• Keeping warm not reducing carbon
• ‘Deemed Savings’: Criteria
• The_______ECs
• Measures Based
• 3 years completed 3 more to go
• Move away from individual measure towards whole house approach

 

CoRE

• ERDF Funded
• Stoke on Trent Technical Hub
• CoRE fellowship
• Ran Seminars and Conferences
• Developed role of Retrofit Coordinator (RC)
• Training Programme for RC
• Each Home Counts
• 2015 Local government changed parties, funding cut
• Now Retrofit Acadamy picked up the pieces

 

ReNew

• GLA
• EIB Funded London Retrofit Support Programme
• EU funding
• Developed Risk management tools
• London Homes Energy Efficiency Programme LHEEP
• Tenders in to do £3m of work

 

STBA Sustainable Traditional Building Alliance

• Neil May RIP founded it,
• DECC loan Funded
• Res_____ and Guidance
• Report: Responsible Retrofit of Traditional Building
• Solid wall construction
• Online: Guidance Wheel

See Also:

• GBE CPD GreenDeal & ECO
• STBA
• Retrofit Guidance Wheel

 

Centre for Moisture in Building

• Set up by Neil May RIP
• Peter Rickaby (speaker) is now Chair
• Tools

 

Retrofit Process: GreenDeal and ECO

• BEIS definition of the ‘Customer Journey’ (marketing jargon)
  • Assessment > ?Design? > Installation > Operation
  • Installers have no design skills
• QA system based on PAS 2030 (Installation)
  • Aggregation of Industry based training
  • PAS 2030:2011 to 2014 not fit for purpose
  • Concerned with individual systems
  • Accrediting installers does not guarantee quality installation
  • Preserved high fragmentation of Supply Chain
  • 2017 extensive update to try to put it right
  • Ensure Design
  • Attend to interfaces between fabric and systems/measures
  • Address Ventilation: “No Insulation without Ventilation”

 

TGR Project (more later)

• Focus in detail distributed elements no interface

 

Managing Risk in Retrofit

• What are they and how to avoid them
• Put design back
• Technical Risks
  • Putting the correct package of improvements in place
    • Right Insulation for the house
    • Not EWI on a ventilated cavity wall
  • Managing the Interaction between measures
  • Managing moisture
  • Managing Indoor Air Quality (IAQ)
  • Managing and delivering Ventilation
  • Avoiding unintended consequences
    • g. stuff falling off
    • g. Insulation wrong materials causing overheating
  • Process Risks
    • Assigning tasks to right and competent people
    • Ensuring Appropriate Qualifications, Skills, competence & Tools
    • Auditing and Inspections of work
      • Based on Risk Assessments
    • Feedback loops in process for improvement
    • In the Spirit of Safety

 

Retrofit Coordinator role

• Responsibility to see retrofit project is done right
• Essentially a Project Manager (perceived as less expensive)
• Identical role to Architects (perceived as expensive)
• Cannot afford not to have this role
• CoRE developed the role and the training
• RC look after a library of Materials, Products, Details, Processes used in any given Retrofit
• Ensure the right people are assigned to a Retrofit
  • Assessors doing Assessment
  • Feeding assessment into Design and Installation
  • Risk Assessments helps know what could go wrong
  • Target their Monitoring and Inspections during installation and after
  • Most importantly use a rapid feedback loop to learn quickly and change

 

New Risks

• New materials appropriate to retrofit
• Not new-build materials in a Retrofit project
• A self-learning QA system for things we do not know yet

Risk Assessment

Rapid Feedback

New Technical Risk Matrix

• Lisa Pasquale developed
• Measure against measures
• Blue inherent technical risk of measures
• Risk of Measures
• Risk of Interactions of measures or systems
• Every permutation of systems have their own risk score
• Like STBA Guidance Wheel
• (translated to 3 languages already)

 

Q&A

• Risk in funding and failure of Green Deal
• Having done the risk Assessments have you approached Financial world
• Interest Rate of 7% was average over period compared with 3% mortgage
• Too many other failures too complicated to assign one cause

 

GreenDeal Community Scheme did well

• Private individuals in Cambridge
• Landlords not interested
• Provision for Tenant Cooperatives to take over social (communal) part of blocks of flats

 

Architect’s Training

• Retrofit Coordinator developed with RIBA involvement
• Perfect for small practices who do this type of work already but now with different funding scheme
• Further obligations
• Value Added Service

 

Drivers to make things happen

• Barrier: High cost
• Carrots and Sticks at same time
• Sticks: Building Regulations
• Carrots: Funding
• Liberal Democrats
• Greta Thunberg from Davos ‘behave as if your House is on Fire’
• Selling Private house
• Obligation

 

EPC Energy Performance Certificate

• D towards A
• Obligation on Private landlords C by 2030

 

Future Proofing in Bristol

• Able to pay Programme
• Enough People Want it, but do not know how to do it or who to do it well
• Bringing the Builders up to speed
• Attempt to Normalise it
• ‘Next million First’
• Able to pay
• Already being green
• Find them, do it right, shout about it
• Develop the Supply chain
• Parity Projects: £25,000 60% reduction
• 1 in every street ideally
• Bristol City Open Doors is a Big program to promote it
• Postcode of visitors and demographics of them and location to them
• Fuel Poor As well

 

‘Each Home Counts’ Bonfield Review

• Chaired by Peter Bonfield CEO at BRE,
• Industry led
• Sponsored by DECC, DCLG, BEIS, MHCLG whichever
• Consumer Advice, Standards,
• 8-10 work streams
• 27 Recommendations
• Cross industry Implementation Board: £2m support so far
• Transition
• 2 Strategic objectives
  • Boost Demand (Cities involved)
  • Restore trust in the Industry
    • Reduce Risk to financial Bodies
    • (68% owner Occupied)

 

 

Establish Framework

• Led by Industry (not like GreenDeal)
• Government intervening only where necessary to create the scheme

 

Vision Diagram

• Assessment                         Design             Install  Operation
• Becomes >
• Whole House Assessment Design             Install  Commission    Handover

Standards

• Quality Mark = Trustmark supported by:
  • Retrofit Consumer Charter
  • Retrofit Code of Conduct (how to behave, not do)
  • Retrofit Code of Practice (new name Technical Standards)
• Feed into training, etc.
• Data warehouse: Records of all retrofits
  • Used by Trustmark Enforcement team
  • Pinpoint by risk assessment: building or measures to inspect
  • Monitoring and Evaluation
  • Lessons learning

 

ECO

• Trustmark™ (TM)
• Funded to develop the ‘Data Warehouse’
• Government Owned and Endorsed quality scheme
• TrustMark operates within a Master Licence Agreement issued by the Government’s Department for Business, Energy and Industrial Strategy (BEIS)
  • 3 cornerstones of quality
    • Technical Competence
    • Good Customer Service
    • Good Trading Practices
  • Working alongside MCS Micro-generation Certification Scheme (Renewables)
  • Trustmark and Retrofit members must adhere to Consumer Charter and Code of Conduct
  • ECO installers must be members of TM
  • TM & OFGEM require compliance with standards
  • Trying to persuade BEIS to expand scope beyond retrofit to HA, ALMO, etc.
  • Sanctions: Loss of Trustmark, no more work

 

BSI Retrofit Standard Task Group

• Chaired by Dr. Peter Rickaby
• Review 100s of standards that apply and deliver updates
• Retrofit Technical Standards (renamed Code of Practice)
• Feeds into training, specified products
• NB: Certify the retrofit work done to buildings, not the Installer
  • Alternative has no effect on results
• Underfunding erodes trained installers

 

Objectives

• Energy Efficiency
• Maintain Buildings and heritage for our society
• Looking after Occupants/Owners
• Avoiding unintended consequences
• Performance gap (misnomer)
  • Failing to meet savings claimed
  • Lack of attention to detail
• EnerPHit + PHPP (Passive House Planning Package) addresses the details
  • Tells you which details to get right and how

 

Principles

• Plain English
• Focus on the materials, workmanship and process
• Standards on line accessible by smart phone
• Combine Tech standards and guidance
• PAS 2035 >

 

PAS 2035: 2019

Application:

• Any Domestic Retrofit
• PAS Public anybody can use it: LA, HA, Individuals, designers, Cities (e.g. Bristol, London)
• PAS 2030 must be in conjunction with requirements
• Must have a design
• Must also comply (where applicable) with: PAS 2030, BS 5250, BS 7913, MCS,

 

Compliance:

• Energy Retrofit Project must have a Retrofit Coordinator (RC)
• RC NVQ National Vocational Qualification on OFFQUAL website
• Retrofit Coordinator RC is responsible for ensuring PAS 2035 compliance
• Agreement with client
  • What are their objectives
  • Save energy or carbon
  • Have they achieved it
• RC independence
  • Within installers doing design
  • In Architectural Practices
• Responsibility:
  • Not design but can be
  • Might need PII (but difficult now)
  • PII is new so getting insured may be difficult
  • Architects already have PII

 

Exponential Curve

• 60% £90,000 (includes risk factors)
• 50% Reduction is good enough
• Lots in fabric cost
• 30-40% underfunded
• Doing it properly needs 2 x the money or half the work
• BEIS long discussions:
  • Cost of not doing it properly is huge:
  • Clawbacks, legal cases, insurance, remedial works, loss of progress and loss of faith

 

PAS 2035 (Risk assessment private no disclosure)

• Flow charts
• Content Diagram
• _ & Guidance
• 60 Pages +
• Risk Assessment
  • Assessed risk determines the Path
• 3 Processes = 3 Paths = 3 Routes
• 3 Risk levels: A low risk B mid risk C high risk
• Qualifications of people to suit each route

 

PAS 2035 Role of RC

• Full list in document
• Predates D&B Design & Build
• Its what Architects do
• Its not rocket science but it is complicated
• That’s why we have a Retrofit Coordinator
• Establish intended outcomes
  • Energy Efficiency
  • Cost cutting
  • Cutting CO2 emissions
  • Fuel saving
  • Fuel Poverty
  • Eliminating CBM?
  • Dealing with overheating
  • Better Internal Comfort
  • Improving SAP Rating
  • PHPP
  • Meeting EnerPHit
  • AECB Carbonlite Retrofit
  • Bio-based materials
  • Reduce VOCs in indoor air
• RC Discuss with client
  • Select outcomes
  • Agree outcomes
  • Put numbers to it if ……
  • Do what was agreed and check it

 

PAS 2035 Risk Assessment

• Carried out by RC
• RC to organise Good advice
• Before Survey
• Pre-assessment (=Triage)
• Annex B Pro-former A B or C based on 5 criteria
  • How many dwellings
  • Numbers of Buildings
  • Number of improvement measures/dwelling (more interactions between measures)
  • Type of construction
  • Built form: E.g. High rise
• Measures have their own inherent technical risks
  • g. Internal wall insulation higher risk than cavity wall insulation
  • g. HP heat pumps more risk than a boiler
• Highest risk Combination of measures
• Construction of built form criteria
  • Conventional Construction = A
  • Low rise = A
  • High rise = C
• Overall Risk Grade:
  • Best scores A, Worst score C, total project score = C = Path C

 

ITR Inerrant Technical Risk of the measures

• 1-4 (none have no risk)
• High Rise 3
• Flat roof Insulation 3
• Room in Roof Insulation 3
• Micro CHP 3
• ASHP 3
• MVHR 3
• PIV 3
• Insulation 1
• Airtightness 1

Modifications:

• If Industry sector has good QA scheme – 1
• Good details available – 1

 

Matrix of measures interactions

• Green: No connection
  • Retrofit Designer: No other actions
• Yellow: Physical interaction Junction Needs a detail
  • Retrofit Designer: Need to do detail
• Amber: non-physical interaction
  • Heating & boiler needs complimentary specifications
  • Retrofit Designer: Need to write the specification
• Red: do not do together
  • Retrofit Designer: Check design avoids these
• Crude, but better than nothing

 

Source of detail does not matter

• g. Jonny Baker of Red Carp in Manchester
• Best Practice details
• Minimise thermal bridges
• Maintain airtightness

 

Whole Dwelling Assessment

• What the assessor needs to look at
• Assessors:
  • DEA
• Not just rdSAP reduced data Standard Assessment Procedure
• Other stuff:
  • Full scale whole assessment of building
  • Site Constraints
  • Heritage Architecture
  • Age of building
  • Building Condition what is wrong than needs putting right
  • Building Problems
  • Anything you will need for a SAP assessment
• Granulated WDA according to Path A B or C
• To be uploaded to the data Warehouse

 

Path A B or C separate

• Path A does not need SAP or PHPP (optional)
• ECO programme OFGEM dropped SAP
  • Used ‘Deemed scores’
  • Dumbed down assessment
  • Argued with OFGEM
  • SAP is back in here
• Suggests EPC needed at end to reassess
  • Improvement options is useful
• LIB+
• Full SAP not rdSAP
• SAP has many very Conservative Assessment
• Design wants more details
• IOE Improvement option evaluations useful
• Need to add in Psi values
• Needs a thorough survey to determine Psi values

 

BS 7913 Historic Significance Assessment

• Process: very simple
• Traditional Constructed
  • Pre-1919 (solid walls)
• Protected:
  • Listed Building
  • Conservation Area
  • ANOB Area of Outstanding Natural Beauty
  • WHS World Heritage Site
  • Planning restriction imposed for other reasons
    • Urban context contribution
  • If any of these:
    • Assessment of Significance
    • To Retrofit Designer via RC to inform the design

 

Annex C Ventilation Assessment

• A B or C all need this
• “No Insulation without Ventilation”
• Assessment:
  • Is the existing ventilation is adequate: yes or no
  • Condensation or mould existing: yes or no
  • No working ventilation present: none or not working
  • Present but incomplete or partial or inadequate design (including air vents)
  • Airtightness may be inadequate
  • Upgrade the ventilation system
• Upgrade: if it is or it might become because of what we are doing….
  • Q50 > 5m2/m2h then
    • IEV Inter E Ventilation
    • PSV Passive Stack Ventilation
  • Q50 < 5m2/m2h then
    • CMV Continuous Mechanical Ventilation
    • MEV Mechanical Extract Ventilation
    • MVHR Mechanical Ventilation with Heat Recovery
    • PIV Positive Inward Ventilation
  • PIV Positive Inward ventilation
    • Pushes moisture into construction
    • (tried to get them out)
  • Calculations to acknowledge number of beds
    • Has to assume full occupation numbers of bedrooms or beds
    • BRAD F allows minimum occupation capacity
    • Greater occupation level, intensive occupation
    • Higher moisture levels in the air from breathing
    • Tend to have condensation and mould
  • Over provision
    • More ventilation
    • More fan power
    • More energy
    • More Noise
  • Demand Control room by room
    • So only matches demand to actual occupation level
    • Only ventilates where it is needed
  • To be uploaded to the data Warehouse

 

PAS 2035 Design

• Designer to Design
  • Irrespective of path
• Take account of:
  • Deliver the Client outcomes
  • Whole Dwelling assessment
  • Architectural Heritage context
  • Planning and Building Control constraints
  • Moistures management
  • Construction Details: cores, Junctions and edges
  • Interface between fabric, systems and occupants
  • Ventilation upgrade if required
  • Specify the testing and commissioning handover requirements
  • Specify Warranties Guarantees maintenance documents for all products are submitted
• Design
  • A proper job
  • To be uploaded to the data Warehouse
  • Inspected by the Trust Mark assessor
  • Occupier Access

 

Path A

• Single measure based on a systems
  • g. EWI, by manufacturer/installer
  • g. MVHR by engineer
  • Can be designed by specialist designer or engineer
  • Designer subject to approval by the RC
  • Check it fits the rest of the building and interacts with other parts
  • Avoid risk of standard product off shelf applied without consideration

Path B or C: also requires

• IOE Improvement Option Evaluation
• Based on SAP or PHPP
  • Look at effects of improvement measures
  • Provide Simple payback
  • Prior
• Discuss with the client
  • This house, this budges, these measures
  • Agree with client
  • This become the retrofit-plan
• Medium-term retro-improvement-plan
  • Future proofing up to 2050
  • If it can’t be done now
  • Plan what is next and when
• Logged onto Data warehouse
  • Coexists with house
  • For owner/occupier and future owner/occupier access
  • Avoid doing things twice
  • Plays same role as HIP Home Information Pack
    • Previously dropped by government

Path C also requires:

• = RIBA Conservation Qualification
• = CIBSE List
• = RICS List
• = CITB List, etc,
• Right people for the design, who know what they are doing

 

Installation

• Must comply with PAS 2030:2019
• Retrofit Installer must work to a design to PAS 2035:2019
  • Both locked into each other both ways
• ?Validate the design: does it make sense
• Qualification or competence of operatives
• Method statement for works
• Pre-installation Building Inspection
• Purpose of the installation
• Testing Commissioning and handover in accordance with the design and specification
• Provision of Documents
• Uploading to Data warehouse

 

Moisture Evaluation

• Objective
• Basic Monitoring
  • Every project
  • Within 3-6 months
  • But some may emerge later
  • CO2 measures outcomes difficult
• Intermediate Monitoring
  • To get to the bottom of the problem
  • Investigates

 

Questionnaire to Client

• Good professional service
• POE Questionnaire
• Satisfied with outcomes?
• Unintended Consequences
• Monetary Evaluation
• Provision of documents
• Basic monitoring

 

Retrofit Evaluator (RE)

• (RC initially, RE Training to follow)
• Advanced Monitoring: up to 1 year
• RE responsible for Report
• Paid for by industry/design team:
  • Deterrent to getting it wrong
  • Get it right first time
• 3 months for most
  • Customer Option for 12 months
  • Heating needs longer to assess (1 heating season potentially 1.25 year)
• Customer Satisfaction Difficult
  • Subjective
  • Won’t know
  • Satisfaction levels vary
  • Open to misuse
• Public Access for later work
  • GDPR rules apply

 

Appendix A Qualifications

• RA Retrofit Energy Advisor
  • C&G City and Guilds 6176 Energy Awareness training
• RA Retrofit Assessor
  • Path A: Can be RC
  • Path B: DEA Domestic Energy Advisor
  • Path C:
    • DEA and some more ___
    • See RICS Guidance Note ‘Surveys of Residential Properties’,
    • Historic Building Qualifications
  • RC Retrofit Coordinator
    • Level 5 diploma in Retrofit ___ as standard
    • RPEL taken into accounts Rapid process CoRE or Retrofit Academy
    • 6 day training at CoRE or Retrofit Academy or online
    • Path A: qualified construction project management
    • Path B & C: qualified Retrofit coordinator
  • RD Retrofit Designer
    • Path A: RC, Architects, Technologist
    • Path B: Architects, Technologist, Professional member of CIOB
    • Path C: +Conservation Course Historic Building Qualifications
  • RE Retrofit Evaluators: RC until RE established
  • GDA Green Deal Assessor
  • RPEL Requires Prior Experience or Learning will apply to most of the above

 

Data warehouse

• Trustmark™ (TM)
  • Funded to develop the ‘Data Warehouse’
  • Government Owned and Endorsed quality scheme
• Data warehouse: Records of all retrofits
  • Used by Trustmark Enforcement team
  • Pinpoint by risk assessment: building or measures to inspect
  • Monitoring and Evaluation
  • Lessons learning
• Whole House Assessment
  • To be uploaded to the data Warehouse
• PAS 2035 Design
  • A proper job
  • To be uploaded to the data Warehouse
  • Inspected by the Trust Mark assessor
• Design Logged onto Data warehouse
  • Coexists with house
  • For owner/occupier and future owner/occupier access
  • Avoid doing things twice
  • Plays same role as HIP Home Information Pack
    • Previously dropped by government
  • Ventilation Assessment
    • Uploading to Data warehouse
  • Installation:
    • Provision of Documents
    • Uploading to Data warehouse

 

Summary

• Retrofit Project Risk Assessment
  • Whole dwelling
  • Ventilation
  • Determines Path A B or C
• Qualification to suit Risk Path
• Design essential
• Ventilation essential
  • Assessment of existing
  • Upgrade subject to outcome airtightness
• Measures Interaction Matrix (Inherent and combined risk)
  • Details of interfaces
• Installation
• Documents
• Monitoring & Evaluation
• Data Warehouse
• Trustmark
• Funding
• All the ducks aligned

 

Next Steps

• Transition Period
• Standards Publish in May 2019
• Certification information June 2019
• 6 months period UKAS recertifying assessment bodies
• 12 months period certification bodies to update
• Takes you to November 2020
• OFGEM to engage ECO Regulations to require Trustmark therefore PAS 2035
• 19 Months to do it
• Interim Pilots underway
  • Bristol and London
• Getting Sectors and regulators engaged and make sure Trustmark is applied
• Promote Trustmark on all housing Sectors
• Require funding sector to adopt Trustmark
• All of us to promote Trustmark