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The Register of Regulated Qualifications

View Unit : Prepare for Energy Assessments of Domestic property

Unit
Unit Reference Number
K/503/8163
Qualification Framework
QCF
Title
Prepare for Energy Assessments of Domestic property
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Date of Withdrawal
SSAs
7.3 Service Enterprises
Unit Grading Structure
Pass
Assessment Guidance

Please refer to Asset Skills Assessment Principles at www.assetskills.org

 

Learning Outcomes and Assessment Criteria
Learning Outcome - The learner will:Assessment Criterion - The learner can:
1

Understand the legislation and regulations relating to energy assessments and Energy Performance Certificates

1.1

Explain the relevant legislation giving rise to energy assessments and Energy Performance Certificates, for England and Wales and for the Devolved Administrations

1.2

Explain the regulations and guidance under that legislation relating to the role of Domestic Energy Assessors or alternatives within the Devolved Administrations and the undertaking of energy assessments

1.3

Identify the types of property and situations that do not by law require an Energy Performance Certificate

1.4

Explain the principles of the Green Deal and the role of Energy Performance Certificates within Green Deal

2

Understand how to agree and confirm instructions to undertake energy assessments

2.1

Explain how to clarify and confirm the expectations of the customer

2.2

Describe the basic principles of the Green Deal or equivalents within the Devolved Administrations, and the role of Energy Performance Certificates within those schemes

2.3

State when a potential conflict of interest will require disclosure to the customer, or will require the need to decline the instructions altogether

2.4

Explain the limitations and constraints that apply to the conduct of energy assessments and to the prescribed methodology

2.5

Describe the limited circumstances where representative properties and/or data collected by others may be used in the preparation of Energy Performance Certificates for existing dwellings

2.6

Identify alternatives to the prescribed methodology for existing homes, Reduced Data SAP (RdSAP) and the circumstances when an alternative methodology should be considered

2.7

Describe the options that the client could consider regarding the use of an alternative assessment methodology, such as referring on to an assessor accredited for that methodology

2.8

Explain the importance of confirming in writing the arrangements agreed between you and the customer

2.9

Describe the fee structures and payment arrangements for energy assessments

2.10

Explain how to confirm on-site inspection arrangements with the customer or other occupier

2.11

Explain the importance of confirming whether any specific arrangements apply to the energy assessment

2.12

Describe how to identify and explain any circumstances that prevent you from undertaking an energy assessment

2.13

Describe how to explain that ratings and recommendations may differ from past assessments due to changes in methodology or legislation and other differences

3

Understand how to investigate relevant matters relating to the property

3.1

Explain the different types of information that it is important to obtain to generate a complete and accurate Energy Performance Certificate

3.2

Identify the different sources of information relating to the energy performance of the property that can be investigated

3.3

Describe how to obtain information on relevant matters relating to the energy performance of the property

3.4

Identify the prevailing geographical/environmental features that may affect the energy performance of the property

3.5

Describe how to evaluate relevant information in order to identify any significant factors that may influence the energy assessment

3.6

Describe how to identify circumstances that prevent you from assessing the energy performance of the property

3.7

Explain why it is important to ensure that you have access to the most up-to-date version of the RdSAP software and associated reference materials

4

Be able to agree and confirm instructions to undertake energy assessments

4.1

Clarify and confirm the expectations and requirements of the client

4.2

Respond to requests to undertake energy assessments

4.3

Explain to the client that an Energy Performance Certificate is a legally required document, that its form and content is prescribed and that it must be accompanied by cost effective recommendations

4.4

Explain to the client the terms and conditions under which the energy assessment will be undertaken including any circumstances or constraints that may prevent it

4.5

Explain to the client when a potential conflict of interest requires disclosure to the client or requires the energy assessor to decline the instructions altogether

4.6

Explain to the client the limited circumstances where representative properties and/or data collected by others may be used in the preparation of Energy Performance Certificates for existing dwellings

4.7

Where use of the Reduced Data SAP (RdSAP) methodology is not appropriate, direct the customer towards the appropriate approved assessment methodology

4.8

Confirm agreed arrangements in writing, including date and specific circumstances, protocols and the prescribed form and content

4.9

Confirm with the client on-site inspection arrangements, including any specific arrangements, the fee structures and payment arrangements

4.10

Where necessary, explain to the client that ratings and recommendations may differ from past assessments due to changes in methodology or legislation, and other differences

5

Be able to investigate relevant matters relating to the property

5.1

Explain options that the client could consider regarding the use of an alternative assessment methodology, such as referring on to an assessor accredited for that methodology

5.2

Investigate and record the information necessary to generate a complete and accurate Energy Performance Certificate

5.3

Evaluate significant factors such as geographical/environmental features that may influence or affect the conduct of the energy assessment

5.4

Identify circumstances<br>that prevent the assessment of the energy performance of a property (e.g.<br>health and safety) and ensure that the client is informed

5.5

Ensure that the most up-to-date version of the prescribed software and associated reference materials can be accessed

Equivalent Units
There are no equivalences to display.
2.4.6.0L