Level 3 Diploma for Domestic Energy Assessors ( )

Transcription

1 Level 3 Diploma for Domestic Energy Assessors ( ) Assignment Guide for Candidates 500/1628/3 February 2007 Version 1.0

2 About City & Guilds City & Guilds is the UK s leading provider of vocational qualifications, offering over 500 awards across a wide range of industries, and progressing from entry level to the highest levels of professional achievement. With over 8500 centres in 100 countries, City & Guilds is recognised by employers worldwide for providing qualifications that offer proof of the skills they need to get the job done. City & Guilds Group The City & Guilds Group includes ILM (the Institute of Leadership & Management) providing management qualifications, learning materials and membership services and NPTC which offers land-based qualifications and membership services. City & Guilds also manages the Engineering Council Examinations on behalf of the Engineering Council. Equal opportunities City & Guilds fully supports the principle of equal opportunities and we are committed to satisfying this principle in all our activities and published material. A copy of our equal opportunities policy statement Access to assessment and qualifications is available on the City & Guilds website. Copyright The content of this document is, unless otherwise indicated, The City and Guilds of London Institute 2005 and may not be copied, reproduced or distributed without prior written consent. However, approved City & Guilds centres and learners studying for City & Guilds qualifications may photocopy this document free of charge and/or include a locked PDF version of it on centre intranets on the following conditions centre staff may copy the material only for the purpose of teaching learners working towards a City & Guilds qualification, or for internal administration purposes learners may copy the material only for their own use when working towards a City & Guilds qualification the Standard Copying Conditions on the City & Guilds website. Please note: National Occupational Standards are not The City and Guilds of London Institute. Please check the conditions upon which they may be copied with the relevant Sector Skills Council. Publications City & Guilds publications are available on the City & Guilds website or from our Publications Sales department at the address below or by telephoning +44 (0) or faxing +44 (0) Every effort has been made to ensure that the information contained in this publication is true and correct at the time of going to press. However, City & Guilds products and services are subject to continuous development and improvement and the right is reserved to change products and services from time to time. City & Guilds cannot accept liability for loss or damage arising from the use of information in this publication. City & Guilds 1 Giltspur Street London EC1A 9DD T +44 (0) F +44 (0) enquiry@cityandguilds.com

3 Level 3 Diploma for Domestic Energy Assessors ( ) Assignment Guide for Candidates February 2007 Version 1.0

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5 Contents 1 Introduction An introduction to the assignments Important Information 4 2 Assignments 5 Task 001 Outline, agree and confirm terms, conditions and arrangements for carrying out an Energy Performance Assessment and providing an Energy Performance Certificate. 5 Task 002 Investigate relevant matters relating to the property 8 Task 003 Identify representative properties for inspection in appropriate circumstances. 11 Task 004 Collect and collate information for the assessment of energy efficiency. 14 Task 005 Produce and maintain complete, comprehensive and accessible records, issue Energy Performance Certificates and explain their contents 17 Appendix 1 Domestic Energy Assessor Matrix 20 Level 3 Diploma for Domestic Energy Assessors ( ) 2

6 1 Introduction 1.1 An introduction to the assignments The Level 3 Diploma for Domestic Energy Assessors provides you with all the knowledge and skills needed to become a Domestic Energy Assessor. To gain the qualification you are required to pass two units. Unit 1 Principles of Domestic Energy Assessment and Unit 2 Prepare, undertake and produce Domestic Energy Assessments. Unit 1 is assessed by a City & Guilds set and marked multiple choice question test, administered via City & Guilds Global On-line Assessment (GOLA). Unit 2 is assessed by a minimum of five assignments over the specific age bands, property types and issues (See Appendix 1) which test your competencies and understanding of the units. Upon completion of each assignment your work will be graded taking account of 1 preparation, planning and recording 2 your performance in the practical activities 3 your demonstration of the required underpinning knowledge. Each of these will be marked and will be awarded a pass or fail. In order to pass a unit you must gain a pass in all tasks which form part of the assignment. Level 3 Diploma for Domestic Energy Assessors ( ) 3

7 1.2 Important Information Health and Safety The importance of safe working practices must always be stressed. Candidates have responsibilities for the safety of others as well as themselves. Anyone behaving in an unsafe manner must be stopped and a suitable warning given. Machinery, tools and equipment Centres must have access to sufficient equipment in the college, training centre or workplace to ensure candidates have the opportunity to cover all of the practical activities. It is acceptable for centres to use specially designated areas within a centre for some of the units. The equipment, systems or machinery must be of an industrial standard and be capable of being used under normal working conditions. Feedback The assignments are intended as a formal assessment of candidates practical skills. They are not designed as teaching aids and candidates should not be entered until they are ready. Should a candidate fail any of these assignments, appropriate feedback should be given by the assessor both to the candidate and the tutor concerned. If a candidate s work is selected for verification, samples of work must be available to the appointed External Verifier. Equal opportunities It is a requirement of centre approval that centres have an equal opportunities policy (see PCGQ). The regulatory authorities require City & Guilds to monitor centres to ensure that equal opportunity policies are being followed. The City & Guilds equal opportunities policy is set out on the City & Guilds website: in PCGQ, in the Directory of Awards and is also available from the City & Guilds Customer Relations department. Access to assessment City & Guilds guidance and regulations on access to assessment are designed to facilitate access to assessment and qualifications for candidates who are eligible for adjustments in assessments. Access arrangements are designed to allow attainment to be demonstrated. See City & Guilds Access to assessment and qualifications, available on the City & Guilds website, for further information. Appeals Centres must have their own, auditable, appeals procedure that must be explained to candidates during their induction. Appeals must be fully documented by the quality assurance co-ordinator and made available to the External Verifier or City & Guilds. Further information on appeals is given in PCGQ. There is also appeals information for centres and candidates on the City & Guilds website and from the Customer Relations department. Level 3 Diploma for Domestic Energy Assessors ( ) 4

8 2 Assignments Task 001 Outline, agree and confirm terms, conditions and arrangements for carrying out an Energy Performance Assessment and providing an Energy Performance Certificate. Candidate introduction Brief overview of the assignment You are required to demonstrate your ability to interact with people, identify a mutually convenient time for the inspection, explain the terms and conditions and confirm the appointment in writing. Materials, equipment and other resources You will need the following to complete the assignment: Computer and appropriate software A4 Printer Access to the internet A desk diary An enquiry management form. Briefing for the assignment The vocational context of the assignment is as follows: Dealing with people (sellers, their representatives and others in the buying and selling process) is an essential skill for the Domestic Energy Assessor. The National Occupational Standards require Domestic Energy Assessors to deal with people professionally, courteously, tactfully and ethically. Level 3 Diploma for Domestic Energy Assessors ( ) 5

9 Task 001 Outline, agree and confirm terms, conditions and arrangements for carrying out an Energy Performance Assessment and providing an Energy Performance Certificate. Assignment coverage sheet The information below provides brief details of the requirements for each sub-task within the assignment: Sub-task 1.1 The candidate will be able to show they can respond to requests from various sources, accepting or declining an instruction to carry out an energy assessment. It will also allow them to show they can manage their time, schedule appointments, prioritise tasks and set objectives The candidate will be able to show they can examine, and are aware of circumstances which may prevent them from accepting, an instruction. This task will allow candidates to show they understand the range of circumstances and reasons that might prevent them from carrying out an inspection The candidate will be able to set out the terms and conditions under which they accept an instruction, who must be present at the property and any other specific requirements The candidate will be able to produce and send out written confirmation of the date and time of the inspection and detail any other specific arrangements they will require The candidate will be able to demonstrate that they can ensure that the client or their representative understands why an Energy Performance Certificate is required by statute. For further details ask your tutor for page 36 in the specification Level 3 Diploma for Domestic Energy Assessors ( ) 6

10 Task 001 Tasks Outline, agree and confirm terms, conditions and arrangements for carrying out an Energy Performance Assessment and providing an Energy Performance Certificate. 1.1 Complete an enquiry management form, entering the details into your desk diary. 1.2 Draft a letter to a pack provider or similar client accepting an instruction and explaining why the Energy Performance Certificates are required. 1.3 Draft a letter to the i) seller or their representative, declining the instruction for a specific reason ii) resident confirming the time and date of the inspection detailing any specific arrangements and including the blank seller s questionnaire. 1.4 Complete an enquiry management form, entering details into your desk diary. 1.5 Produce a method statement on how and why an instruction would be declined, with a supporting letter. Notes Your tutor can support you by providing a template to help you structure your report. Timings 1.5 hours What to hand in 1 Draft letters on the above basis. 2 Method statement of the process you would follow and the rationale behind your decisions. 3 Extract from your desk diary. Deadline for completion As arranged by your centre. Level 3 Diploma for Domestic Energy Assessors ( ) 7

11 Task 002 Investigate relevant matters relating to the property Candidate introduction Brief overview of the assignment You are required to demonstrate your ability to undertake background research into the property using web based resources, your own local knowledge and information provided by the client or their representative. Materials, equipment and other resources You will need the following to complete the assignment: Computer with appropriate software Access to the internet Printer. Briefing for the assignment The vocational context of the assignment is as follows: You need to be able to carry out research and investigate the home to be inspected and determine if it falls within the range of legislation for Domestic Energy Assessments. Level 3 Diploma for Domestic Energy Assessors ( ) 8

12 Task 002 Investigate relevant matters relating to the property Assignment coverage sheet The information below provides brief details of the requirements for each sub-task within the assignment: Sub-task 2.1 The candidate will be able to show they can research a property using records and data which is available to the public. These records will include regulatory research relating to the property and its surroundings The candidate will be able to show they can examine the facts they have discovered about a property. They will use this information to arrive at conclusions on factors which might influence the way they conduct the inspection The candidate will be able to show they are aware of the legislation and issues relating to the carrying out of Domestic Energy Assessments. They will be able to show they know the types of properties which fall within the scope of the legislation. They will promptly inform the client. For further details ask your tutor for page 37 in the specification Level 3 Diploma for Domestic Energy Assessors ( ) 9

13 Task 002 Tasks Investigate relevant matters relating to the property 2.1 Assemble a selection of information about the home using web based resources. This may include information about conservation areas and listed status, relevant information from the client or their representatives. 2.2 Produce a method statement on the research that has been carried out and how the information researched could influence the way the Domestic Energy Assessment is carried or is not applicable. 2.3 Produce a method statement detailing which legislation may influence whether or not a Domestic Energy Assessments is carried out. Timings Half an hour What to hand in 1 Printouts from web based providers. 2 Information from the occupier, client or their representatives. (ie is it a shop freeholding) 3 Method statements of the processes you would follow and the rationale behind your decisions. Deadline for completion As arranged by your centre Level 3 Diploma for Domestic Energy Assessors ( ) 10

14 Task 003 Identify representative properties for inspection in appropriate circumstances. Candidate introduction Brief overview of the assignment You are required to identify representative properties for inspection in appropriate circumstances Materials, equipment and other resources You will need the following to complete the assignment: Computer Internet Access A4 printer Briefing for the assignment The vocational context of the assignment is as follows: Undertaking the sampling of representative properties for inspection is required where portfolios of similar properties require Domestic Energy Assessments. Level 3 Diploma for Domestic Energy Assessors ( ) 11

15 Task 003 Identify representative properties for inspection in appropriate circumstances. Assignment coverage sheet The information below provides brief details of the requirements for each sub-task within the assignment: Sub-task 3.1 The candidate will be able to request relevant information relating to the properties in question from the owner or manager of those properties. 3.2 The candidate will take appropriate action where the required information is incomplete, inaccurate or not provided The candidate will be able to evaluate the relevant information provided relating to the property or properties in order to determine their similarities or differences with regard the factors likely to affect energy performance The candidate will be able to show they can identify, from the gathered information, a property or number of properties that constitute a representative sample for the purposes of assessing energy performance The candidate will be able to demonstrate where it is not possible to identify sample properties, record their rationale and explain the situation to the owner or manager of the properties. For further details ask your tutor for page 38 in the specification. Level 3 Diploma for Domestic Energy Assessors ( ) 12

16 Task 003 Tasks Identify representative properties for inspection in appropriate circumstances. 3.1 Draft a letter to the owner or manager asking for the information required for the identification of representative properties. 3.2 Produce a method statement stating the necessary action if information is incomplete, inaccurate or not forthcoming. 3.3 Produce a method statement detailing how to evaluate which property, or number of properties, constitutes a representative sample for the purposes of assessing energy performance. 3.4 Produce a method statement for when sampling would not be appropriate. 3.5 Draft a letter to the owner or manager explaining why sampling would not be appropriate. Timings 2.5 hours What to hand in 1 Draft letter to the owner or manager requesting information to identify representative properties. 2 Method statements of the processes you would follow and the rationale behind your decisions. 3 Draft letter to the owner or manager explaining why sampling would not be appropriate. Deadline for completion As arranged by your centre. Level 3 Diploma for Domestic Energy Assessors ( ) 13

17 Task 004 Collect and collate information for the assessment of energy efficiency. Candidate introduction Brief overview of the assignment You are required to collect and collate data and take measurements for the production of the Energy Performance Certificate. Materials, equipment and other resources You will need the following to complete the assignment: Inspection equipment Site notes pro-forma Computer Internet access A4 printer Digital camera. Briefing for the assignment The vocational context of the assignment is as follows: Accurate data collection for the production of Energy Performance Certificates is an essential skill for the Domestic Energy Assessor. Incorrect identification of construction, heating type, age, measurements, insulation, etc can significantly affect the accuracy and value of the Energy Performance Certificate. Level 3 Diploma for Domestic Energy Assessors ( ) 14

18 Task 004 Collect and collate information for the assessment of energy efficiency. Assignment coverage sheet The information below provides brief details of the requirements for each sub-task within the assignment: Sub-task 4.1 The candidate will ensure that the equipment and resources needed for an inspection are available and used correctly. 4.2 The candidate will present identification to those present at the property and identify circumstances preventing the inspection from continuing, explaining these to the client or their representative The candidate will be able to show they are familiar with the correct procedures and protocols to be followed when collecting data for the production of the Energy Performance Certificate (EPC) The candidate will be able to produce legible complete and comprehensive site notes. 4.5 The candidate will recognise how certain issues affect Energy Performance Certificates. 4.6 The candidate will be aware when it is not possible to continue with the Domestic Energy Assessment. For further details ask your tutor for pages in the specification Level 3 Diploma for Domestic Energy Assessors ( ) 15

19 Task 004 Tasks Collect and collate information for the assessment of energy efficiency. 4.1 Collect the data required for the production of an Energy Performance Certificate in a clear and legible format. 4.2 Produce a risk assessment for the property. 4.3 Record your findings, observations and measurements about the home on a site notes pro forma in a clear and legible manner, which conforms to industry standards. 4.4 Produce a signed and dated witness statement from a named resident from at least one of the Domestic Energy Assessments. 4.5 Produce a method statement of the process you followed for inspecting the issues, relating to the DEA matrix (only one method statement per issue across the five certificates). 4.6 Produce a method statement describing the circumstances preventing a Domestic Energy Assessment from continuing. Provide a candidate statement explaining the principles of Risk Assessment required by a DEA. Timings 2 hours What to hand in A portfolio consisting of: 1 Completed site notes pro-forma. 2 Completed risk assessment 3 A set of completed site notes with cross referenced supporting digital images including: all elevations with roof slopes, restrictions to the inspection, boiler, boiler controls, secondary heating, water heating, thermal insulation in the main roof space, renewable energy equipment, health and safety issues, electricity meter 4 Completed witness statement 5 Method statements of the processes you would follow and the rationale behind your decisions. Deadline for completion As arranged by your centre Level 3 Diploma for Domestic Energy Assessors ( ) 16

20 Task 005 Produce and maintain complete, comprehensive and accessible records, issue Energy Performance Certificates and explain their contents Candidate introduction Brief overview of the assignment You are required to produce a domestic Energy Performance Certificate for inclusion in your portfolio of evidence. Materials, equipment and other resources You will need the following materials and components to complete the assignment: Computer and appropriate software A4 Printer Access to the internet Briefing for the assignment The vocational context of the assignment is as follows: Actual production of the Domestic energy Assessment is the outcome of all of the preparatory work carried out during the previous tasks. This outcome must meet industry standards, legislative requirements, be professionally prepared and meet the needs of consumers and other stakeholders. Level 3 Diploma for Domestic Energy Assessors ( ) 17

21 Task 005 Produce and maintain complete, comprehensive and accessible records, issue Energy Performance Certificates and explain their contents Assignment coverage sheet The information below provides brief details of the requirements for each sub-task within the assignment: Sub-task 5.1 The candidate will be able to produce complete, comprehensive, legible and accurate site notes. 5.2 The candidate will be able to show they can assemble and collate the information from the inspection and other relevant sources to produce a complete and objective Domestic Energy Assessment that meets relevant codes of practice and standards using prescribed technology, deleting any energy saving measures that are inappropriate and explaining their reasons The candidate will be able to demonstrate logging the Domestic Energy Assessment on the National Databank and inform clients or their representatives that the Domestic Energy Assessment is complete and available to them The candidate will be able to explain the rating and recommendations including the Energy Performance Certificate and produce practical advice to the client and/or other interested parties and produce behavioural advice to the occupant The candidate will be able to respond to questions about the Domestic Energy Assessment, produce clarification where required and refer individuals to relevant sources of information and advice when necessary. For further details ask your tutor for pages in the specification Level 3 Diploma for Domestic Energy Assessors ( ) 18

22 Task 005 Tasks Produce and maintain complete, comprehensive and accessible records, issue Energy Performance Certificates and explain their contents 5.1 Complete and comprehensive site notes. 5.2 Complete and comprehensive Domestic Energy Assessment 5.3 A copy of the correspondence between the candidate and the client or their representative informing them that the DEA has been completed and is available to them. 5.4 At least one letter (over the five Domestic Energy Assessments) responding to an enquiry from a concerned resident wanting clarification for a recommendation made in your report. 5.5 A method statement stating how you maintain your record storage and retrieval systems. Timings 1.5 hours What to hand in 1 A professional Domestic Energy Assessment (including site notes) that conforms to industry standards and meets the needs of consumers 2 A sample letter informing the client or their representative that the DEA has been completed. 3 A sample letter responding to an enquiry from a concerned resident (over the five Domestic Energy Assessments) 4 Method statements of the processes you would follow and the rationale behind your decisions. Deadline for completion As arranged by your centre Level 3 Diploma for Domestic Energy Assessors ( ) 19

23 Appendix 1 Domestic Energy Assessor Matrix No Issues Extensions Room in Roof Conservatory Alternative wall type Solid Wall Converted non dom estic No Issues Extensions Room in Roof Conservatory Alternative wall type Solid W all Converted non dom estic No Issues Extensions Room in Roof Conservatory Alternative wall type Solid Wall Converted non dom estic No Issues Extensions Room in Roof Conservatory Alternative wall type Solid Wall Converted non dom estic No Issues Extensions Room in Roof Conservatory Alternative wall type Solid W all Converted non dom estic Terrace/Semi A Detached Flat/Maisonette B A B A B Pre Post 2002 DEA number Property address The candidates need to enter the Domestic Energy Assessment numbers into the relevant boxes in the first matrix. The address of the property should be entered in the table against the inspection number. This ensures that the candidates cover the necessary number of property types, ages of properties and the issues. Level 3 Diploma for Domestic Energy Assessors ( ) 20

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25 Published by City & Guilds 1 Giltspur Street London EC1A 9DD T +44 (0) F +44 (0) City & Guilds is a registered charity established to promote education and training Level 3 Diploma for Domestic Energy Assessors ( ) 1