Ofqual Logo DfES Logo CCEA Logo
The Register of Regulated Qualifications

View Unit : Undertake occupancy assessments and give advice

Unit
Unit Reference Number
L/503/8186
Qualification Framework
QCF
Title
Undertake occupancy assessments and give advice
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
40
Unit Credit Value
8
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

Know how to conduct an occupancy assessment

1.1

Explain why a home visit is needed in order to undertake an occupancy assessment for the purpose of Green Deal

1.2

Identify the range of data that is required from the customer to enable an occupancy assessment as defined by the prescribed methodology

1.3

Explain the methods used to obtain data and information

1.4

Explain how to make a methodical visual on-site inspection of a property

1.5

Identify the requirements of the prescribed methodology for the occupancy assessment

1.6

Specify the definitions and conventions that apply to the prescribed methodology for occupancy assessment

1.7

Identify the requirements of Codes of Practice or other guidance applying to the home visit

1.8

Describe how to identify gaps in information gathered and any additional data required to fill them

1.9

Explain the data protection requirements relating to customer’s data

1.10

Identify the features of a property that may indicate that RdSAP is an inappropriate methodology for energy assessment

1.11

Describe how to assess the likely current energy performance of any property elements compared to its performance as originally built

1.12

Identify the performance and durability of materials and systems over time

1.13

Describe the functioning of building services where this relates to energy performance

2

Understand the methods of reducing energy consumption and achieving affordable warmth

2.1

Explain how to establish and clarify the needs, circumstances, motivations and capabilities of customers regarding energy consumption

2.2

State the definition of a household in Fuel Poverty

2.3

Explain how to recognise households at risk of being in Fuel Poverty

2.4

Identify the types of poor health typically associated with energy inefficient housing

2.5

Identify the limits of own expertise in relation to Fuel Poverty and possible health outcomes

2.6

Describe the sources of help and advice available for those at risk of Fuel Poverty or poor health associated with energy inefficient housing

2.7

Identify the features of a property that encourage mould growth and condensation

2.8

Identify the types of occupier behaviour that encourages mould growth and condensation

2.9

Describe the indicators of under heating of a property and their implications for the occupancy assessment

2.10

Identify the constraints that may affect the customer’s ability to act

2.11

Identify the sources of financial support available to customers including Green Deal finance and the Energy Company Obligation measures

2.12

Identify the opportunities for the installation of energy efficiency measures

2.13

Describe the impact of<br>different types of tenure on occupancy assessment

2.14

Describe the landlord’s responsibilities for compliance with legislation and obligations regarding property standards and energy efficiency in housing

2.15

Explain how the occupier’s use of installed appliances, systems and controls affect overall energy efficiency and fuel bills

2.16

Identify the efficient, safe and appropriate use of appliances, systems and controls

2.17

Describe the main methods and products for controlling and managing:

• The use of water and minimising waste of water

• Waste reduction, re-use and re-cycling

2.18

Describe the types of questions, issues and concerns that customers might have about the home visit and the occupational advice given

2.19

Identify the sources of information to which the customer can be referred for further help and advice

3

Understand written records required for Inspection findings

3.1

Explain the methods, formats and

conventions for recording information

and evidence on the occupancy

assessment

3.2

Identify the information and evidence required by the current occupancy assessment methodology and associated guidance and conventions

3.3

Define the level of detail required to produce a complete and comprehensive Green Deal Advice Report

3.4

Explain how records can be used to justify decisions on the values recorded and the advice given

3.5

Identify the evidence required to support the choice of the “unknown” value

3.6

Explain the importance of storing information and records securely for future access and to meet Certification Scheme inspection requirements

3.7

Explain the role and obligations of Certification schemes in respect of auditing records of inspection findings

4

Be able to conduct an occupancy assessment

4.1

Explain to customers the information they will need to provide for the occupancy assessment

4.2

Use appropriate methods to obtain relevant information from customers

4.3

Confirm that the customer is the person responsible for the property’s fuel bills and has the authority to take action under the Green Deal

4.4

Gather data and information from appropriate documentation to enable the occupancy assessment to take place

4.5

Establish that the RdSAP methodology is appropriate for identifying Green Deal energy efficiency measures in the property

4.6

Conduct a methodical visual inspection of the property in accordance with the prescribed methodology for the occupancy assessment

4.7

Assess how the current condition of the property may affect its energy performance

4.8

Check for the presence of Carbon Monoxide Detectors in the property

4.9

Seek confirmation that the Carbon Monoxide Detectors are working if present

5

Be able to advise customers on methods of reducing energy consumption and achieving affordable warmth

5.1

Establish with customers their needs, circumstances, abilities, motivations and capabilities in relation to energy consumption reduction

5.2

Identify any constraints that might affect the customer’s ability to act

5.3

Provide advice which is consistent with the needs, circumstances, abilities, motivations and capabilities of the customer

5.4

Provide the customer with information about potential funding and financial support available to them

5.5

Advise customers affected by fuel poverty and poor environmental conditions about the sources of help and advice available to them

5.6

Explain to customers how their current use of appliances, systems and controls affects:

• their energy consumption

• fuel bills

• thermal comfort

• risk of condensation

5.7

Provide information on the methods and products for achieving:

• the efficient management of water usage and minimisation of waste

• reduction, re-use and re-cycling of waste

5.8

Advise the customer of the limitations on the advice given

5.9

Respond to customer queries, issues and concerns about the home visit and the occupational advice given

6

Be able to maintain written records of inspection findings

6.1

Create and maintain complete, accurate and legible records of findings including:

• Investigations carried out

• Values recorded

• Options considered

6.2

Justify decisions on values and the nature of the advice based on the records produced

6.3

Record clearly where information cannot be obtained and where data is recorded as “unknown” and why this action was unavoidable

6.4

Catalogue, secure and store records for the prescribed periods of time to ensure access for future use

Equivalent Units
There are no equivalences to display.
2.4.6.0L