Assessor Name: Membership number: Reference: Level of assessment: L3 L4 New Post code:

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Jemimah Tate
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Project /Survey Details Address: Assessor Name: Membership number: Reference: Level of assessment: L3 L4 New Post code: Building Age: Weather : Conservation status: Building plans available: Yes No

1 Project /Survey Details Address: Assessor Name: Membership number: Reference: Level of assessment: L3 L4 New Post code: Building Age: Weather : Conservation status: Building plans available: Yes No Date of inspection: Occupancy: Occupied Empty Tenanted Customer contact Name: Number of floors: Customer Contact Number: Building Use/Classification: Customer Access to all parts: Yes No Investigations prior or during the assessment Y/N If yes please state the detail Have there been any alterations to the property since the original construction (i.e., extension, alteration to internal layout)? Does the occupier know of any improvements to the energy efficiency of the property (e.g. cavity wall insulation, solar panels, etc.)? Is the occupier in possession of any Building Regulation or Planning Approval? Is the Power factor better than 0.9? Does the occupier know of any contamination with materials containing asbestos? Are there any risks that you should be aware of Have you completed an on-site risk assessment This is mandatory, please include within site notes Notes used for justification of inputs into the software and brief site overview stating the basics of the site Justification of building age Justification for the building assessment level Site Overview

2 Photographs (See SOR s for details of minimum photograph requirement) The following list of photographs is not exhaustive and more may need to be taken to justify your inputs Remember photographs should be date stamped within the image or within the property s file of each image please ensure your camera date is set accordingly this is an audit requirement All Elevations: Y N All Glazing types: Y N All Roof types including evidence of insulation: Y N External Door types: Y N Wall Types including evidence of insulation: Y N HVAC Types including data plates: Y N Floor types including evidence of insulation: Y N HVAC Emitters and controls: Y N Lighting types: Y N Local mechanical exhaust: Y N Lighting controls: Y N Fans with data plates: Y N Hot water systems: Y N Activity s showing use of space: Y N Adjacent property s: Y N Any extensions: Y N Wall construction Schedule Check Convention: Wall Construction CW: Cavity masonry wall SB: Solid masonry wall FCW: Framed/curtain walling PCCP: Pre-cast concrete panels Name Wall construction MC: Metal clad system CC: Cast in-situ concrete WB: Weather boarding and hung tile walls IP: Internal partition Thickness Adjoining Space Construction Date Adjoining Space EXT: External SV: Strongly ventilated space UAS: Unheated adjoin space CAS: Conditioned adjoin space UND: Underground SS: Same Space Y/N Visal/bond Measurement Bldg Regs Plans Notes for justification of wall construction

3 Check Convention: SBEM Construction: FR: Flat roof MC: Metal cladding PR: Pitched roof Other Details: Thickness Pitched Roof construction Schedule Metal cladding U-value Visual/bond measurement Bldg Regulations Plans Name SBEM construction Details Age levels Notes for justification of roof construction Check Convention: Floor construction SP: Suspended floor IF: Intermediate floor SF: Solid Floor Name construction Floor construction Schedule Details: Thickness U-value Details Age levels Visual/bond Measurement Bldg Regulations Plans Notes for justification of floor construction

4 Glazing Schedule (Can be marked on the floor plan) Check Convention: No of Panes Single s/g Double d/g Triple t/g Roof light r/l Coating Reflective Tinted Clear Frame Aluminium Wood Metal PVC No frame Name No of panes Coating Frame Description Construction age Visual/bond Measurement Bldg Regulations Plans Doors (Can be marked on the floor plan) Check Convention: 3.07 Type: : VAD: Vehicle access door PD: Personnel door Building Regulations Name Type Age/Building Regs Visual/bond Measurement Plans Notes for justification of Glazing selection Notes for justification of Door selection

5 Check Convention: Project entry Geometry and Building Services Fitted Y/N or completed Air Permeability Power factor Lighting Sub metered HVAC M&T Out of range alarm HVAC Sub metered HVAC M&T Out of range alarm Leni Calculation completed Air conditioning inspection Notes for justification of Geometry and Building Services Air permeability given < >0.9 Rated Output if known HVAC HVAC Type Heating Source Fuel Heating: Central heating using water with radiators Central heating using water with convectors Central heating using water, under floor heating Other room heater, un-fanned Other room heater, un-fanned Unflued radiant heater Flued radiant heater Multi-burner radiant heater Flued forced convection air heater Unflued forced convection air heater LTHW Low temp hot water boiler EH Direct or storage UFR Un-flued radiant heater UniR Unitary radiant heater RH Radiant heater AH Air heater GA Un-flued gas warm air heater Natural gas Grid supplied LPG Oil Coal Bio gas Biomass Anthracite Waste heat Smoke less fuel Dual fuel Controls/Metering details Controls: CT Central time control OPTI-Optimum start/stop control LT Local time control Ltemp Local temperature control WC--Weather compensation Heating and cooling systems: Split or multi-split system Constant volume system (variable fresh air rate) Active chilled beams Single room cooling Multi zone (hot deck/cold deck) Water loop heat pump Single-duct VAV Terminal reheat (constant volume) Dual-duct VAV Dual duct (constant volume) Indoor packaged cabinet VAV Fan coils system Chilled ceilings or passive chilled beams and displacement ventilations Induction system Constant volume system (fixed fresh air rate) Check Convention: SCHEDULE OF HEATING SYSTEMS EER Heat Name Type SEER Cooling Source source Efficiency EER SEER Efficiency Controls

6 DHW Check Convention: Name: HW Type Stand alone Instantaneous Same as HVAC Fuel Efficiency Storage volume thickness & Storage losses Dead Leg Post 98 Notes for justification of the HVAC Notes for the justification of the HW Mechanical Ventilation Systems Check Convention: 6.08 Name Controls SFP W/L/S Heat Recovery Night cooling (hours/rate/sfp) Age or AHU Leakage info Notes for the justification of the Mechanical Ventilation Systems

7 Lighting Options Check Convention: T: Tungsten T8 HF: T8 fluorescent, halo, high frequency FL: Fluorescent no details T8 HF Triph: T8 fluorescent, triphosphor, high frequency CFL: Compact fluorescent T5: T5 fluorescent, triphosphor, high frequency MH: Metal halide HPM: High pressure mercury T12: T12 fluorescent lamp, halo, low frequency HPS: High pressure sodium T8 MF: T8 fluorescent lamp, halo, low frequency Lighting Type Controls Local or photo electric LED: Light emitting diode Occupancy Display sensor lighting Notes for the justification of the lighting inputs Area of Panel Orientation Incline (degree) Solar Energy Systems (SES) Storage Separate cylinder type and thickness Insulated pipes 1. Thermosiphon 2. Circulation with PV 3. Pumped Circulation Assigned to which hot water system Photovoltaic System (PV) Check Convention: 1.01 Area of Panel Type of silicone (Mono, poly, amorphous, others) Orientation Incline (degree) Comments

8 Terrain type Smooth; Farm; Suburban; Urban Wind Generator Diameter Height Power Area Comments Notes for the justification of the renewables Feature Night Ventilation strategy (night cooling)/demand Control Ventilation Combined Heat and Power (CHP)/Mixed Mode operation (from design specs) Bivalent systems HVAC or Lighting separately metered/bms with alarm for out of range values TSC/Destratification fans Display Lighting Extra SBEM Features Present Y?N Comments Display window present Solar shading present (This affects TF on windows) Notes for the justification of the extra SBEM features

9 Notes for the justification of any other features

atspaceltd.co.uk SBEM Checklist Version 1.0 January 2017 Call us today on to speak with an adviser or visit atspaceltd.co.

atspaceltd.co.uk SBEM Checklist Version 1.0 January 2017 Call us today on to speak with an adviser or visit atspaceltd.co. Version 1.0 January 2017 SBEM Checklist Call us today on 0800 917 8922 to speak with an adviser or visit SBEM Checklist This checklist is split into four sections. Section 1 Project/Client details. Section