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Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)

February 2014 Version 1.1

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2 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)

Qualification at a glance

Subject area Understanding Sustainable Energy Efficiency

City & Guilds number 6068

Age group approved Pre-16, 16-18, 19+

Entry requirements Level 2

Assessment Short Answer/Multi Choice

Fast track Available

Support materials Centre handbook

Assessment pack

Registration and certification

Consult the Walled Garden/Online Catalogue for last dates

Title and level City & Guilds number

Accreditation number

Level 3 Certificate in Understanding Sustainable Energy Efficiency

6068-03

600/6566/7

Version and date Change detail Section

V1.1 Sep 2014 Units 007-011 added to Structure. Units 012-013 removed from Structure.

Units 007-011 and 018 added to Test Specifications.

Units 012-013 removed from Test Specifications.

1 Introduction

4 Assessment

City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 3

Contents

1 Introduction 5

Structure 6

2 Centre requirements 8

Approval 8

Candidate entry requirements 9

3 Delivering the qualification 10

Initial assessment and induction 10

4 Assessment 11

Assessment of the qualification 11

Test specifications 11

5 Units 19

Unit 001 Understand the principles and operation of the green deal 20

Unit 002 Understand general health, safety and welfare in the workplace 26

Unit 003 Understand the principles of customer service 29

Unit 004 Understand the use of energy efficiency measures on different buildings 33

Unit 005 Understand insulation and building treatment methods 38

Unit 006 Understand air quality and ventilation requirements for buildings 43

Unit 007 Understand how to identify, assess and agree sustainable energy efficiency measures 47

Unit 008 Understand how to review regulatory issues and obtain consents 52

Unit 009 Understand how to procure and contract energy efficiency measures 55

Unit 010 Understand how to plan and coordinate energy efficiency work 59

Unit 011 Understand how to manage, control and hand over energy efficiency works 63

Unit 014 Understand how to monitor work progress against schedules 68

Unit 015 Understand how to maintain energy efficiency measures 71

Unit 016 Understand procedures for informing the client on completion of work 73

Unit 017 Understand building services engineering systems75


Unit 018 Understand the fundamental principles and requirements of environmental technology systems 77

Appendix 1 Relationships to other qualifications 80

Appendix 2 Sources of general information 81


1 Introduction

This document tells you what you need to do to deliver the qualification:

Area Description

Who are the qualifications for?

For candidates who work or want to work in the energy services sector, usually in a support services role such as sales or customer advice.

What do the qualifications cover?

They allow candidates to learn the knowledge and understanding required for employment and/or career progression in the energy advisory sector. They cover a variety of subjects relevant to rolling out energy efficiency measures across the built environment of the UK, including Customer Services and Sales as well as understanding the Green Deal, and the variety of energy efficiency measures that may be implemented in a building.

Are the qualifications part of a framework or initiative?

The qualifications are not part of a framework. They relate to the wider roll-out of the Green Deal, the coalition Government’s flagship initiative for energy efficiency for UK buildings. They are also relevant to the wider energy sector, for example Housing Associations, Social Landlords, Charities and other organisations involved in the energy efficiency of buildings.

Who did we develop the qualification with?

They were developed by Construction Skills Sector Skills Council, after consultation with industry.

What opportunities for progression are there

The qualifications cover a broad range of knowledge and understanding related to buildings, construction and building services. Learners may wish to progress to further study in these areas, or in the following:

6281 Energy Awareness (restricted qualification)

6361-01 Level 3 Certificate in Domestic Energy Assessment

6066-01 Level 3 Diploma in Green Deal Domestic Advice

6068-01 Level 2 Award In Understanding Sustainable Energy Efficiency


Structure

To achieve the Level 3 Certificate in Understanding Sustainable Energy Efficiency, learners must achieve a total of 16 credits. Learners must achieve 13 credits from the mandatory units and a minimum of 3 credits from the optional units.

Unit accreditation number

City & Guilds unit number

Unit title Credit value

Mandatory

H/503/8825 001 Understand the Principles and Operation of the Green Deal

1

K/503/8826 002 Understand General Health, Safety and Welfare in the Workplace

1

M/503/8827 003 Understand the Principles of Customer Service

1

F/503/8816 007 Understand How to Identify, Assess and Agree Sustainable Energy Efficiency Measures

2

J/503/8817 008 Understand How to Review Regulatory Issues and Obtain Consents

2

L/503/8818 009 Understand How to Procure and Contract Energy Efficiency Measures

2

J/503/8820 010 Understand How to Plan and Coordinate Energy Efficiency Work

2

R/503/8822 011 Understand How to Manage, Control and Hand Over Energy

2


Unit accreditation number

City & Guilds unit number

Unit title Credit value

Optional

M/503/8830 004 Understand the Use of Energy Efficiency Measures on Different Buildings

1

A/503/8832 005 Understand Insulation and Building Treatment Methods

1

F/503/8833 006 Understand Air Quality and Ventilation Requirements for Buildings

1

T/503/8828 014 Understand How to Monitor Work Progress Against Schedules

1

A/503/8829 015 Understand How to Maintain Energy Efficiency Measures

1

L/503/8835 016 Understand Principles for Informing the Client on Completion of Work

1

D/503/8807 017 Understand Building Services Engineering Systems

1

K/602/3138 018 Understand the Fundamental Principles and Requirements of Environmental Technology Systems

2


2 Centre requirements

Approval

Centres already offering City & Guilds qualifications

You will be automatically approved for the new Level 2 Award in Understanding Sustainable Energy Efficiency if your Centre is approved to offer any of the following qualifications:

6066-01 and/or -04 Level 3 and 4 Diplomas in Green Deal Advice (Domestic or Non-Domestic)

6361-01 and/or -02/-04 Level 3 Certificate in Domestic Energy Assessment or Level 4 Diploma in Non-Domestic Energy Assessment.

6068-01 Level 2 Award In Understanding Sustainable Energy Efficiency

Existing Centres not currently offering these qualifications should follow the normal qualification approval procedures.

Centres not already offering City & Guilds qualifications

To offer this qualification, new centres will need to gain both centre and qualification approval. Please refer to the “Centre Manual - Supporting Customer Excellence” for further information.

Centre staff should familiarise themselves with the structure, content and assessment requirements of the qualification before designing a course programme.

Centre staffing

Staff delivering this qualification must be able to demonstrate that they meet the following occupational expertise requirements. They should:

be occupationally competent or technically knowledgeable in the areas for which they are delivering training and/or have experience of providing training. This knowledge must be to the same level as the training being delivered.

hold a relevant qualification related to energy efficiency. For example this may include Green Deal Advice, Domestic Energy Assessment, Insulation and Building Treatments, or a higher education degree in a related field such as building services engineering.

have recent relevant experience in the specific area they will be assessing.

have credible experience of providing training.

Centre staff may undertake more than one role, eg tutor and assessor or internal verifier, but cannot internally verify their own assessments.


Assessors and internal verifiers

Assessor/Verifier (A/V) units are valued as qualifications for centre staff, but they are not currently a requirement for the qualification.

Continuing professional development (CPD)

Centres must support their staff to ensure that they have current knowledge of the occupational area, that delivery, mentoring, training, assessment and verification is in line with best practice, and that it takes account of any national or legislative developments.

Candidate entry requirements

City & Guilds does not set entry requirements for this qualification. However, centres must ensure that candidates have the potential and opportunity to gain the qualification[s] successfully.

Age restrictions

This qualification is available for learners aged 16+


3 Delivering the qualification

Initial assessment and induction

An initial assessment of each candidate should be made before the start of their programme to identify:

if the candidate has any specific training needs,

support and guidance they may need when working towards their qualification.

any units they have already completed, or credit they have accumulated which is relevant to the qualification[s].

the appropriate type and level of qualification.

We recommend that centres provide an induction programme so the candidate fully understands the requirements of the qualification[s], their responsibilities as a candidate, and the responsibilities of the centre. This information can be recorded on a learning contract.


4 Assessment

Assessment of the qualification

The assessment packs that contain each short-written answer question paper will be available from the City & Guilds website www.cityandguilds.com

Passwords will be available on the Walled Garden.

Test specifications

The way the knowledge is covered by each test is laid out in the tables below:

Test 1: Unit 001 Understand the Principles and Operation of the Green Deal

Duration: 2 hours

Unit Outcome Number of questions

%

001 1 Understand the principles of the Green Deal initiative

5 28

2 Understand the operation of the Green Deal initiative

4 17

3 Understand how to liaise with consumers to access Green Deal energy efficiency measures

4 14

4 Understand the financial arrangements for Green Deal conformity

7 30

5 Understand the information requirements for the Green Deal initiative

1 11

Total 21 100

http://www.cityandguilds.com/


Test 2: Unit 002 Understand General Health, Safety and Welfare in the Workplace

Duration: 1 hour


%

002 1 Understand how to contribute to health, safety and welfare in the workplace

8 88

2 Understand the organisational security procedures when working in the workplace

1 12

Total 9 100

Test 3: Unit 003 Understand the Principles of Customer Service

Duration: 1 hour 15 minutes


%

003 1 Understand the organisational policies and procedures for delivering effective customer service

2 17

2 Understand the key factors required to carry out effective customer service

2 21

3 Understand the appropriate behaviour required when dealing with customers

1 14

4 Understand the importance of responding effectively to the requirements of the customer

4 21

5 Understand how to communicate effectively with the customer

3 27

Total 12 100


Test 4: Unit 004 Understand the Use of Energy Efficiency Measures on Different Buildings

Duration: 2 hours


%

004 1 Understand the main considerations to take account of when undertaking energy efficiency improvements

5 32

2 Understand energy efficiency priorities 3 43

3 Understand the effects that energy efficiency measures could have on different buildings

3 13

4 Understand the recording and reporting procedures when carrying out energy efficiency measures on different buildings

2 12

Total 13 100

Test 5: Unit 005 Understand Insulation and Building Treatment Methods

Duration: 2 hours


%

005 1 Understand the different insulation and building treatment methods

4 29


3 Understand the advantages of using insulation measures on buildings

1 13

4 Understand the disadvantages of using insulation measures on buildings

1 7

Total 9 100


Test 6: Unit 006 Understand Air Quality and Ventilation Requirements for Buildings

Duration: 1 hour


%

006 1 Understand air quality requirements for domestic and non-domestic buildings

4 31

2 Understand ventilation requirements for domestic and non-domestic buildings

6 69

Total 10 100

Test 7: Unit 007 Understand How to Identify, Assess and Agree Sustainable Energy Efficiency Measures



%

007 1 Understand how to confirm client requirements

10 23

2 Understand how to assess information about environmental characteristics

13 30

3 Understand how to assess sustainable energy efficiency measures

16 37

4 Understand how to agree sustainable energy efficiency measures

4 10

Total 43 100

Test 8: Unit 008 Understand How to Review Regulatory Issues and Obtain Consents

Duration: 40 minutes


%

008 1 Understand how to review regulatory issues

12 50

2 Understand how to obtain regulatory consents

12 50

Total 24 100


Test 9: Unit 009 Understand How to Procure and Contract Energy Efficiency Measures



%

009 1 Understand how to procure energy efficiency measures

14 61

2 Understand how to agree a contract 9 39

Total 23 100

Test 10: Unit 010 Understand How to Plan and Coordinate Energy Efficiency Work



%

010 1 Understand how to plan energy efficiency work activities

16 50

2 Understand how to co-ordinate work to existing properties

16 50

Total 32 100

Test 11: Unit 011 Understand How to Manage, Control and Hand Over Energy



%

011 1 Understand how to co-ordinate work to existing properties

17 57

2 Understand how to manage project completion and handover

13 43

Total 30 100


Test 12: Unit 014 Understand How to Monitor Work Progress Against Schedules



%

014 1 Understand how to monitor resources required to carry out the work effectively

5 17

2 Understand how to monitor progress against agreed work schedules

2 28

3 Understand how to take corrective actions to the scheduled work when required

2 17

4 Understand the options available and take the appropriate actions

4 38

Total 13 100

Test 13: Unit 015 Understand How to Maintain Energy Efficiency Measures



%

015 1 Understand the information requirements for maintaining energy efficiency measures

2 39

2 Understand how to maintain energy efficiency measures

4 52

3 Understand the maintenance documentation procedures

2 9

Total 8 100


Test 14: Unit 016 Understand Principles for Informing the Client on Completion of Work



%

016 1 Understand how to complete the work in the appropriate manner.

5 50

2 Understand how to complete energy efficiency works

3 29

3 Understand the information requirements for completion of the work

2 21

Total 10 100

Test 15: Unit 017 Understand Building Services Engineering Systems



%

017 1 Understand the different building services engineering systems

4 36


3 Understand the advantages of using building services engineering systems in buildings

1 15

Total 11 100


Test 16: Unit 018 Understand the Fundamental Principles and Requirements of Environmental Technology Systems



%

018 1 Know the fundamental working principles of micro-renewable energy and water conservation technologies

10 37

2 Know the fundamental requirements of building location/building features for the potential to install

micro-renewable and water conservation systems to exist

9 33

3 Know the fundamental regulatory requirements relating to micro-renewable energy and water

conservation technologies

4 15

4Know the typical advantages and disadvantages of micro-renewable energy and water

conservation technologies

4 15

Total 27 100


5 Units

Availability of units

Structure of units

These units each have the following:

City & Guilds reference number

unit accreditation number

title

level

credit value

unit aim

relationship to NOS, other qualifications and frameworks

endorsement by a sector or other appropriate body

information on assessment

learning outcomes which are comprised of a number of assessment criteria

notes for guidance.


Unit 001 Understand the principles and operation of the green deal

UAN: H/503/8825

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand the principles of the green deal initiative

Assessment criteria

The learner can:

1.1 describe who is eligible for the green deal and the restrictions that apply

1.2 describe what constitutes an eligible energy efficiency measure and how they are selected to make a set of recommendations

1.3 describe the role of the green deal in improving the energy efficiency of buildings

1.4 describe the legislation and regulations relevant to the delivery of the green deal in relation to:

Energy Act 2011.

Range

1.1

Who is eligible

building owner

tenants (domestic and non-domestic)

Restrictions

property must have an electricity meter supplied by a registered electricity supplier

measures must meet the golden rule

(Golden Rule - Expected financial savings must be greater to or equal to the costs attached to the energy bill)

if tenant, then permission from building owner

if landlord, then permission from tenant

consent of the bill payer.


1.2

suitable

fixed to the property, not portable

needs to be on the PCDF (Product Characteristics Data File)

meet the golden rule

SAP Appendix T – hierarchy of measures – check whether still relevant in Green Deal

product assurance.

1.3

raising awareness of energy efficiency

reducing fuel poverty

providing a financial means to install measures without customer capital

helping the government reduce CO2 emissions and meet its targets and obligations.

1.4

Part 1 Energy Efficiency chapters 1-5

creates a financial framework for implementing energy efficient improvements

consideration of Consumer Credit Act for domestic and non-domestic sectors

requirement for Secretary of State to act to improvement energy efficiency

requirement for Secretary of State to report on the contributions of the green deal to reduce carbon emissions.

energy company obligation (ECO)

green deal code of practice

source - Department of Communities and Local Government (DCLG)

Learning outcome

The learner will:

2. understand the operation of the green deal initiative

Assessment criteria

The learner can:

2.1 describe the main stages of the quotation process for green deal energy efficiency measures

2.2 describe the roles and responsibilities of the energy supplier, provider, assessor, green deal/remote advisor, installer, operative and consumer

2.3 describe the legal safeguards available to customers in relation to mis-selling, credit agreements and redress for complaints

2.4 describe the specific protections and support available for vulnerable groups and customers under the green deal


Range

2.1

Main stages of the Green deal journey

unlocking consumer demand

qualifying assessment

developing the Green deal plan

installation

repayments

2.2

energy supplier – must agree to the deal and collect payment

provider – finance provider (eg British Gas)

assessor – produce energy performance certificate (EPC) on the building

GD/remote advisor – carry out occupancy assessment and gives GD advice; ensures measures meet the golden rule

installer/operative – carry out recommended measures

consumer – pay for work through energy bill

2.3

Legal safeguards

The Consumer Credit Act

Office of Fair Trading

Green deal code of practice

2.4

Vulnerable Groups

elderly

people in fuel poverty

people with poor credit history

mentally impaired

physically impaired

Legislations - Energy Act 2011; ECO


Learning outcome

The learner will:

3. understand how to liaise with consumers to access green deal energy efficiency measures

Assessment criteria

The learner can:

3.1 describe how to engage consumers in the principles and operation of the green deal

3.2 describe the function of the energy performance certificate in assessing energy efficiency and acting as the starting point for the green deal

3.3 describe the methods of ensuring that the green deal process provides impartial advice and recommendations

3.4 explain why it is important to ensure that the consumer understands that there is no commitment or obligation at the expression of interest stage

Range

3.1

Methods of engagement

telephone – cold calling, advice & guidance, signposting for further info.

face to face – cold calling, advice & guidance, signposting for further info.

information – leaflets, advertisements, advice & guidance, signposting for further info.

3.2

Energy Performance certificate

provides an energy rating of property; provides a range of measures eligible for GD finance

3.3

accreditation body audit of assessors and advisors; use of standard software for producing EPCs

Code of Practice

Consumer Credit Act

3.4

faith

trust

credibility

legal and regulatory obligations


Learning outcome

The learner will:

4. understand the financial arrangements for green deal conformity

Assessment criteria

The learner can:

4.1 describe how the green deal is financed in relation to:

finance to the consumer

installation costs

equipment purchase

energy provider recoupment

4.2 explain the meaning of the golden rule and how it influences the nature of the financial offer based upon an appropriate assessment

4.3 describe the long term nature of cost savings arising from the installation of energy saving measures

4.4 explain the role of the energy suppliers as collectors of payment via the energy bill

4.5 describe the pay as you save metering process and time periods for recoupment

4.6 describe the relevant conditions applying to the green deal financial offer

4.7 describe other relevant available incentives/funding available to the consumer in relation to:

energy company obligation (ECO)

feed in tariff (FIT)

renewable heat incentive (RHI)

other relevant local schemes

Range

4.1

Finance to the consumer

finance rate and period

repayment methods

Installation costs

labour

Equipment purchase

equipment / materials, products

Energy provider recoupment

administration costs

4.2

golden rule is defined as “the expected financial savings must be greater or equal to the costs attached to the energy bill”.

consumer finance

4.3

reduced energy costs


4.6

eligibility

building owner

tenants (domestic and non-domestic)

Relevant conditions

property must have an electricity meter supplied by a registered electricity supplier

measures must meet the golden rule

(Golden Rule - Expected financial savings must be greater to or equal to the costs attached to the energy bill)

if tenant, then permission from building owner

if landlord, then permission from tenant

consent of the bill payer.

4.7

other relevant local schemes – local / national government schemes

Learning outcome

The learner will:

5. understand the information requirements for the green deal initiative

Assessment criteria

The learner can:

5.1 describe the relevant sources of information about green deal and how they are accessed by customers

5.2 describe where further information and support about the green deal can be accessed by customers

Range

5.1

department of energy and climate change

green deal providers

utility companies

energy saving trust

the carbon trust

green deal advisor

green deal installer

local authority

5.2

information and support

internet

Citizen’s Advice Bureau


Unit 002 Understand general health, safety and welfare in the workplace

UAN: K/503/8826

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand how to contribute to health, safety and welfare in the workplace

Assessment criteria

The learner can:

1.1 explain why it is important to take individual responsibility for health, safety and welfare in the workplace

1.2 describe the legal responsibilities of your organisation and yourself in relation to health, safety and welfare in the workplace

1.3 describe the potential risks and hazards to people and property in the workplace

1.4 describe how to report risks and hazards to the appropriate person

1.5 explain how changes in circumstances could effect hazards in the workplace

1.6 describe the organisational procedures to be followed in the event of an accident or emergency

1.7 describe how to comply with control measures identified by risk assessments and safe systems of work

1.8 describe the appropriate procedure to use if hazardous materials are detected whilst carrying out energy efficiency work


Range

1.2

legal responsibilities

HASWA

COSHH

RIDDOR

Employer

protection from anything that may cause harm

effectively controlling any risks to injury that could arise in the workplace

effectively controlling any risks to health that could arise in the workplace

assess risks in the workplace

give employees information about the risks in the workplace

give employees information on how they are protected

instruct and train employees on how to deal with the risks

Employee:

employees have a duty to take care of their own health and safety

employees have a duty to take care of others who may be affected by their actions

co-operate with employers in regards to Health and safety requirements

to use any equipment how they have been trained

report anything they consider dangerous

1.3

Hazards – see 4065-201 3.1

Fire, slips, trips and falls, manual handling, chemicals, spillages, Display screen equipment, electricity/faulty equipment

Risks -

1.4

appropriate person

line manager

H&S officer

1.5

changes in circumstances

environmental: weather, temperature

temporary: workmen in building; use of scaffolding


1.7

control measures

actions that minimise risk eg PPE

1.8

appropriate procedure

stop work

report to relevant responsible persons

Learning outcome

The learner will:

2. understand the organisational security procedures when working in the workplace

Assessment criteria

The learner can:

2.1 describe the organisational procedures relating to security in the workplace in relation to:

customers

others

self

resources


Unit 003 Understand the principles of customer service

UAN: M/503/8827

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand the organisational policies and procedures for delivering effective customer service

Assessment criteria

The learner can:

1.1 describe why it is beneficial to have an organisational customer service policy and procedures

1.2 explain how organisational customer service policies and procedures contribute to ensuring high levels of customer service

Range

1.1

Procedures

complaints

returns

purchasing

service level agreement (SLAs)

customer charter

1.2

ensures consistency of service so customer knows what to expect

encourages customer loyalty

Influences repeat business


Learning outcome

The learner will:

2. understand the key factors required to carry out effective customer service

Assessment criteria

The learner can:

2.1 describe the main qualities and attributes required to deliver the appropriate level of customer service

2.2 describe how to present a professional and knowledgeable image when delivering customer service

Range

2.1

main qualities and attributes

oral and written communication skill

non-verbal communication skills (body language)

questioning skills

listening skills

empathy

positive attitude

friendly

patient

2.2

smart appearance

confident body language

remaining calm under pressure

Learning outcome

The learner will:

3. understand the appropriate behaviour required when dealing with customers

Assessment criteria

The learner can:

3.1 describe how self behaviour could affect the behaviour of the customer

3.2 describe why it is important to behave assertively and professionally at all times when dealing with the requirements of the customer


Range

3.1

remain calm

helpful

friendly

respectful

creates good impression

encourages loyalty

Learning outcome

The learner will:

4. understand the importance of responding effectively to the requirements of the customer

Assessment criteria

The learner can:

4.1 describe how to identify and confirm the expectations of the customer

4.2 explain why it is important to ensure that the customer is informed and reassured

4.3 explain why it is important to explain to customers when their needs and expectations cannot be met

4.4 explain why it is important to gather feedback to help meet the expectations of the customer

Range

4.1

asking questions

active listening

re-affirm customer requirements verbally or in writing

Learning outcome

The learner will:

5. understand how to communicate effectively with the customer

Assessment criteria

The learner can:

5.1 describe effective ways of communicating with a customer to meet their requirements

5.2 explain how non-verbal communication could affect customer behaviour

5.3 explain why it is important to communicate with the customer in a manner that ensures that their expectations have been fully understood


Range

5.1

effective ways of communicating

Verbal

face to face

telephone

Non-verbal

Written:

Email

text message

body language:

gestures

posture

facial expression

eye contact

use language appropriate to the customer, avoid not jargon; being clear

adapting communication method to suit customer need

language difficulties

different age groups

cultural differences

hearing impaired

visually impaired

5.2

positive and negative impact of body language signals

awareness of personal space

folding arms v open arms

giving lots of eye contact v no eye contact

frowning v smiling


Unit 004 Understand the use of energy efficiency measures on different buildings

UAN: M/503/8830

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand the main considerations to take account of when undertaking energy efficiency improvements

Assessment criteria

The learner can:

1.1 explain who would need to be consulted with to obtain consents and/or permissions prior to undertaking energy efficiency work

1.2 describe why it is important that the fabric of the building is in good condition before energy aspects are addressed

1.3 explain the innate benefits of a range of features and how they can assist in reducing energy consumption

1.4 describe why it is important to work with the design and fabric of the building and not against it

1.5 describe the considerations that must be taken into account in relation to:

the building construction, to avoid causing damage

the importance of moisture movement

minimising disturbance to the existing fabric

the building being deemed suitable for appropriate energy efficiency measures

1.6 describe why it is important to maintain the architectural, cultural and historically valuable resource of the building


Range

1.1

local planning office

building owners / occupiers commercial or domestic

conservation officer

1.2

Construction material – brick work, openings, roof, floor

Energy aspects – boilers; lighting; heating other energy users

1.3

Features

Insulation (wall, internal, external, ceiling); glazing; boilers; lighting; behaviour change

1.4

HVAC

planning and building regulations

1.5

Considerations

inappropriate insulation

inappropriate glazing

listed building or not

financial viability

1.6

planning and conservation


Learning outcome

The learner will:

2. understand energy efficiency priorities

Assessment criteria

The learner can:

2.1 describe appropriate ways in which to reduce demand for energy and water by:

efficient use of lighting and appliances

efficient use of heating controls

monitoring energy use and planning reduction

energy advice/assessment

2.2 describe appropriate ways to improve the efficiency of energy and water usage by:

insulating lofts and pipes

insulating cavity and solid walls

installing energy efficient glazing

installing draught-proofing

installing flow-rate taps/showers

2.3 describe the use of low and zero carbon and recycling environmental technologies including:

solar hot water

solar photovoltaic electricity

heat pumps

water harvesting and recycling

Range

2.1

appropriate ways

energy efficient lighting and controls

a rated appliances

energy meters

temperature control eg thermostatic radiator valves

EPC

energy inspection

green deal occupancy assessment

2.2

insulating options

installation options

2.3

Recycling environmental technology - Water harvesting

solar

heat pumps


Learning outcome

The learner will:

3. understand the effects that energy efficiency measures could have on different buildings

Assessment criteria

The learner can:

3.1 describe the potential counter productive effects that energy efficiency measures could have on different buildings in relation to:

trapping moisture

restricting air flow

accelerating decay

3.2 describe the potential effects that energy efficiency measures could have visually on different buildings in relation to:

materials used

design

3.3 describe a range of alternative options that may be available when carrying out energy efficiency measures

Range

3.1

Counter productive effects

damp, rot, decay, poor air quality, condensation, loss of productivity (non –domestic building)

Different buildings

construction type: solid wall, cavity wall, timber frame, portal frame, British Iron and Steel Federation / system built

3.2

potential effects

aesthetic appeal;

being sympathetic to immediate environment; unappealing/unattractive

different buildings

domestic and non-domestic buildings

3.3

Alternative options

Insulation (wall, internal, external, ceiling); glazing; boilers; lighting; behaviour change


Learning outcome

The learner will:

4. understand the recording and reporting procedures when carrying out energy efficiency measures on different buildings

Assessment criteria

The learner can:

4.1 describe the suitable methods for reporting the energy efficiency work being carried out

4.2 recognise and report endangered protected flora and fauna

Range

4.1

suitable methods

building logbook

EPC

green deal advisory report

4.2

trees – eg overshading for solar

local environment agency; tree protection officer

Natural environment and rural communities Act 2006 (NERC)

local planning office

Conservation of habitats and species regulations 2010


Unit 005 Understand insulation and building treatment methods

UAN: A/503/8832

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand the different insulation and building treatment methods

Assessment criteria

The learner can:

1.1 describe the main reason for using insulation methods to insulate buildings

1.2 outline the basic principles of thermal mass and how it could be affected by insulation measures

1.3 describe the different insulation methods employed when carrying out energy efficiency measures to buildings including:

cavity wall insulation

internal wall insulation

external wall insulation

loft insulation

draught proofing

floor insulation

glazing upgrade

1.4 describe the suitable areas within the envelope of the building where the relevant insulation methods could be used effectively

1.5 describe typical circumstances when it would be inappropriate to use certain types of insulation methods to buildings


Range

1.1

reducing energy consumption

reducing co2 emissions

reducing energy costs

improve warmth

1.2

rate at which a building cools down or heats up

U value - measure of how much heat escapes through the fabric

effect of insulation

1.3

cavity wall insulation

internal wall insulation

external wall insulation

loft insulation

draught proofing

floor insulation

glazing upgrade

1.4

Envelope

wall

floor

roof

Suitable areas

cavity

external or internal walls

floors to be insulated

1.5

typical circumstances

solid walls

narrow cavities

listed buildings

geographically exposed buildings


Learning outcome

The learner will:


Assessment criteria

The learner can:









installing energy efficient glazing


installing flow rate taps/showers


solar hot water


heat pumps


Range

2.1

appropriate ways

energy efficient lighting and controls

A rated appliances

energy meters

temperature control eg thermostatic radiator valves

EPC

energy inspection


Learning outcome

The learner will:

3. understand the advantages of using insulation measures on buildings

Assessment criteria

The learner can:

3.1 describe the potential energy savings through the use of insulation measures to the building

3.2 describe the potential benefits of insulating buildings in relation to:

improved comfort and environment

reductions to heating and cooling costs

payback period

reducing emissions

reducing moisture to building envelope

soundproofing qualities

Range

3.1

Reducing energy consumption; reducing Co2 emissions; reducing energy costs

3.2

potential benefits

commercial/public building: productivity

payback period – reduced for existing installations

reducing emissions – meet corporate social responsibility targets ; reduces costs

preventing damp, rot, building fatigue




soundproofing qualities


Learning outcome

The learner will:

4. understand the disadvantages of using insulation measures on buildings

Assessment criteria

The learner can:

4.1 describe the potential disadvantages of insulating buildings in relation to:

cost

health, safety and welfare

interior space

future retrofit activities

thermal bridging

Range

4.1

Potential disadvantages

cost v’s viability

can cause sick building syndrome if inadequate airflow

reduced interior space

may prevent future modifications, use of advanced energy efficiency technologies

thermal bridging – can cause cold spots, damp


Unit 006 Understand air quality and ventilation requirements for buildings

UAN: F/503/8833

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand air quality requirements for domestic and non-domestic buildings

Assessment criteria

The learner can:

1.1 describe why it is important to have a suitable level of air quality in buildings

1.2 describe the main benefits of suitable air quality in buildings in relation to:

health

comfort

well being

1.3 describe suitable measures and methods to control and improve air quality in buildings

1.4 describe effective ways to monitor and measure air quality levels in buildings


Range

1.1

health and wellbeing

1.2

health

comfort

well being

1.3

suitable measures

supply and extraction

methods

air vents

supply and extraction fans

trickle ventilation

mechanical ventilation

air filters

air flow rates

1.4

effective ways

CO2 sensors

temperature sensors

humidity


Learning outcome

The learner will:

2. understand ventilation requirements for domestic and non-domestic buildings

Assessment criteria

The learner can:

2.1 describe why it is important to have acceptable levels of ventilation in buildings in relation to:

effects from hazardous gases

2.2 describe the main benefits of ventilating buildings in relation to:

removing unpleasant odours

removing excessive moisture

introducing outside air

circulating indoor air

preventing stagnation of air

2.3 describe the effects that inadequate ventilation could have on the building and environment

2.4 describe the potential effects that condensation and damp could have on the building

2.5 describe suitable measures and methods to improve ventilation in buildings

2.6 describe methods used to check the performance of ventilation in buildings

Range

2.1

Legislative requirement – COSHH

hazardous gases

carbon monoxide

process related eg paint

Soldering

welding

2.2

removing unpleasant odours

removing excessive moisture

introducing outside air

circulating indoor air

preventing stagnation of air

2.3

effects

damp

condensation

rot


health implications

hazardous gases

risk of explosion

2.4

potential effects

deterioration of building fabric

cost implications

2.5

suitable measures

supply and extraction

Methods

new equipment

installation of supply and extract fans

air handling units

soffit ventilation

ensure air vents not blocked

installation of wind and stack ventilation

use natural ventilation

2.6

Methods

CO2 sensor

temperature sensors

periodic inspection


Unit 007 Understand how to identify, assess and agree sustainable energy efficiency measures

UAN: F/503/8816

Level: 3

Credit value: 2

GLH: 20

Learning outcome

The learner will:

1. understand how to confirm client requirements

Assessment criteria

The learner can:

1.1 summarise how to provide advisory services in a manner which conforms to legal requirements, ethical standards and recognised good practice

1.2 explain how to clarify the client’s understanding of the energy efficiencies measures and processes and the roles of those who need to be involved

1.3 propose how to advise clients about new regulatory or technological requirements and innovations to enable them to make informed decisions

1.4 explain how to clarify the client’s circumstances and requirements, the options available and the criteria which might apply to the project


Learning outcome

The learner will:

2. understand how to assess information about environmental characteristics

Assessment criteria

The learner can:

2.1 explain how to gather and record the information on the property and systems necessary to assess energy use

2.2 examine how to analyse information relating to traditionally built properties in order to understand their status, condition and behaviour over time

2.3 describe how to identify and obtain specialist advice where complex issues are found

2.4 examine how to identify relevant environmental characteristics which are likely to influence detailed solutions, assess their significance and prioritise them

2.5 examine how to identify and calculate data relevant to the environmental characteristics in order to assess their relative implications for detailed solutions

Learning outcome

The learner will:

3. understand how to assess sustainable energy efficiency measures

Assessment criteria

The learner can:

3.1 describe how to identify potential energy efficiency measures in the short and long term

3.2 describe how to identify the criteria that need to be considered in choosing the optimum sustainable and renewable energy efficiency measures

3.3 explain how to calculate the relative effectiveness of different solutions to meet the criteria

3.4 examine how to assess and justify the features and long term benefits of the recommended detailed energy efficiency measures

3.5 summarise how to advise clients on situations where incompatibility of materials and installations can be detrimental to the future of the building fabric


Learning outcome

The learner will:

4. understand how to agree sustainable energy efficiency measures

Assessment criteria

The learner can:

4.1 examine how to assess the criteria relevant to the projected cost options for the project with clients

4.2 describe how to identify and confirm with the client a cost budget and programme for the implementation of the energy efficiency measures

4.3 evaluate how to reach an agreement on the energy efficiency measures which is acceptable to the clients and allows the project to progress to the next stage

4.4 explain how to produce specifications and schedules for the purpose which are based on identified, applicable source information


Unit 007 Understand how to identify, assess and agree sustainable energy efficiency measures

Supporting information

Assessment Requirements

This unit will be achieved in accordance with the assessment requirements as set out by the Awarding Organisation.

Trainers must have sufficient, verifiable, current occupational expertise and knowledge of working in the relevant area and hold the appropriate qualifications as required by the awarding organisation to be effective and reliable when confirming a learners understanding.

Guidance/Range

Clarify:

reference to standard documentation

Green Deal code of practice

checklists

client consultation

questionnaires

identifying options and alternatives

Energy efficiency measures:

building fabric

heating, ventilation and air conditioning

lighting

water heating

micro generation

energy saving behaviours

Criteria

client requirements

legislation and regulatory consents

capital financing models and costs

project financial savings specified “pay back” period

energy costs

whole-life costs & maintenance

timescales

environmentally sustainability technologies and materials

protection of architectural, cultural and historically valuable assets

impact of modern technology and repair methods on traditional buildings, structures and elements and materials

need to inhibit and respond to deterioration


quality

working environment

health and safety

Information:

building age, type & use

building location, size and capacity

architectural, cultural and historical status

soundness and viability of existing structure, fabric and materials

previous repairs and maintenance

existing building heating, lighting and ventilation

current energy usage

Identify:

condition survey

standard lists and procedures

investigative research

energy surveys and assessments of existing buildings

Environmental characteristics:

heating and cooling – natural (solar) and artificial

thermal insulation and air-tightness (cavity wall, loft, under wall, internal/external solid wall)

ventilation - natural and artificial

light – natural and artificial

sound – absorption and insulation

fire –protection and insulation

moisture ingress and condensation

flood risk

topography and ground condition


Unit 008 Understand how to review regulatory issues and obtain consents

UAN: J/503/8817

Level: 3

Credit value: 2

GLH: 20

Learning outcome

The learner will:

1. understand how to review regulatory issues

Assessment criteria

The learner can:

1.1 examine how to review legislative requirements in order to identify the energy use and control criteria relevant to the type of property and systems

1.2 describe how to identify the requirements and preferred options of planning and other regulatory bodies which have an interest in key factors of the development

1.3 examine how to assess any regulatory issues which might affect the viability of the energy efficiency measures

1.4 summarise how to provide clear and accurate advice on the findings and implications of the investigation to the client


Learning outcome

The learner will:

2. understand how to obtain regulatory consents

Assessment criteria

The learner can:

2.1 explain how to check and confirm with the relevant authorities the requirements, current procedures and likely timescale for statutory approvals and other consents

2.2 explain how to prepare and assemble the information that will be needed for the application

2.3 explain how to prepare and submit a clear and valid application for the consent

2.4 explain how to provide the consent authorities with additional clear, relevant and accurate information when it is requested

2.5 evaluate how to manage negotiations with consent authorities to secure consents

2.6 summarise how to plan and agree alternatives with the client in anticipation of approval being refused


Unit 008 Understand how to review regulatory issues and obtain consents


Assessment requirements



Guidance/Range

Energy efficiency measures:


building fabric

lighting

water heating

micro generation

energy saving behaviours

Consents:

planning

buildings

work to architectural, cultural or historically valuable assets

grant, loan and subsidy applications

funding

Alternatives:

amending the client’s requirements

amending the proposal

appealing

withdrawing the application


Unit 009 Understand how to procure and contract energy efficiency measures

UAN: L/503/8818

Level: 3

Credit value: 2

GLH: 20

Learning outcome

The learner will:

1. understand how to procure energy efficiency measures

Assessment criteria

The learner can:

1.1 explain how to confirm the areas of work for which resources will need to be procured and identify potential sources for obtaining them

1.2 describe how to identify within the procurement programme the lead times for ordering and receiving essential resources

1.3 summarise how to identify any inconsistencies and variations in the procurement programme, recommend feasible alternatives, and agree modifications to the procurement programme with the client

1.4 evaluate how to select and implement an appropriate type of procurement process

1.5 explain how to draft necessary procurement documents which meet statutory regulations, codes of practice and the organisation's policies

1.6 explain how to clarify any queries that arise from the procurement process and confirm with all parties


Learning outcome

The learner will:

2. understand how to agree a contract

Assessment criteria

The learner can:

2.1 examine the results of the procurement process against the agreed cost budget and procurement programme

2.2 explain how to identify the obligations of the parties to the contract and obtain valid, written proof that they are able to meet the obligations

2.3 summarise how to negotiate and agree any variations, adjustments and corrections and confirm them in writing, subject to contract

2.4 explain how to prepare accurate copies of the final contract documents, check that they meet legal requirements and arrange for them to be signed


Unit 009 Understand how to procure and contract energy efficiency measures





Guidance/Range

Areas of work:

energy efficiency measures

enabling works to building fabric

Resources:

information (including documents and drawings)

labour, plant and equipment, materials & components

services

finance

Procurement programme for:

principal contractors

sub/works/trade contractors

suppliers

consultants

Inconsistencies and variations:

working arrangements

payback arrangements

schedule of deliveries

obligations to third parties

statutory obligations and approvals

quality

waste


Procurement process:

competitive tender

negotiated

Queries, variations, adjustments and corrections:

price

quantity

quality

standards

logistics

completion

maintenance

after sales service

method of payment

terms of payment

contract conditions

scope of service

survey information

time

administrative

technical/design queries


Unit 010 Understand how to plan and coordinate energy efficiency work

UAN: J/503/8820

Level: 3

Credit value: 2

GLH: 20

learning outcome

the learner will:

1. understand how to plan energy efficiency work activities

assessment criteria

the learner can:

1.1 explain how to confirm organisational resource requirements for the work to be carried out to the property

1.2 summarise how to identify, consult on and review influencing factors and guidance material about the approach to work activities

1.3 examine how to assess priorities for work activities by assessing and accounting for all the influencing factors

1.4 explain how to amend priorities to take account of changing circumstances whilst retaining consistency with the influencing factors

1.5 explain how to prepare plans and programmes of work activities and negotiate and agree them with all parties


learning outcome

the learner will:

2. understand how to co-ordinate work to existing properties

assessment criteria

the learner can:

2.1 explain how to ask for and obtain permission to carry out the work activities from property owners who will be affected and from any authorities which have to be notified

2.2 explain how to give adequate notice, as required in the contract, to all the people who will be affected about when the work activities will start, how long it will take and when it will finish, and confirm all the dates in writing

2.3 explain how to make arrangements for the acquisition and organisation of production resources to achieve efficient work activities flow and minimise disruption to occupiers

2.4 summarise how to plan the site work arrangements and pass on information about the plans to the people who will be working on the site and occupiers

2.5 explain how to make arrangements for occupier care and providing information about work activities operations

2.6 evaluate how to agree and negotiate with clients and users changed work activities procedures and practices to allow for special considerations affecting the work

2.7 evaluate how to select and use the best method of communication to meet customers’ expectations

2.8 explain how to take the initiative to contact your customers to update them when things are not going to plan or when further information is required


Unit 010 Understand how to plan and coordinate energy efficiency work





Guidance/Range

Resources:

people

plant and equipment

materials and components

sub-contractors

information

work area and facilities

storage

Influencing factors:

client/occupiers requirements

physical state

organisational requirements

contractual requirements

statutory requirements

resource requirements

costs & availability of replacement parts

materials identification and sourcing

costs & availability of labour & skills - ease with which trades could undertake repairs/alterations, or the need to employ manufacturer-approved/specialist contractors

working requirements

work to architectural, cultural or historically valuable assets

impact of modern technologies and repair methods on traditional buildings, structures, elements & materials

incompatibility of materials and their use

health, safety and welfare requirements


Guidance material:

regulatory requirements

codes of practice

industry schedules

technical information

Work activities:



Changing circumstances:

susceptibility to damage

safety requirements

need to inhibit and respond to deterioration

compromised operational effectiveness

weather conditions

meeting current legislation

resources

continuing use by occupiers

emergency repairs

Permissions:

client

site owners and occupiers

adjoining owners and occupiers

notifiable authorities

Site work arrangements:

storage

temporary accommodation

work areas

material use planning and work flow

co-ordination of sub-contractors

plant

temporary services

access/egress

security

continuing use by occupiers

waste management

pollution control

provision for pre-fabricated components and systems


Unit 011 Understand how to manage, control and hand over energy efficiency works

UAN: R/503/8822

Level: 3

Credit value: 2

GLH: 20

learning outcome

the learner will:

1. understand how to control implementation of energy efficiency measures

assessment criteria

the learner can:

1.1 explain how to assemble and review relevant information which was used in the preparation of the project plan, clarify any information which is not clear and update it for production purposes

1.2 examine how to identify those parts of the work that interact with each other and potentially require greater care in assembly to achieve sound construction

1.3 examine how to identify relevant technical factors to be taken into account in assembly processes and review their implications with experts and decision makers

1.4 examine how to identify potential issues posed by new technologies and make arrangements for any necessary guidance, training and co-ordination

1.5 evaluate how to agree and communicate particular methods to be used in assembly processes to take account of technical factors and issues posed by new technologies

1.6 summarise how to organise and control assembly operations and resources to meet technical factors and issues posed by new technologies and ensure compliance with contract and regulatory requirements


learning outcome

the learner will:

2. understand how to manage project completion and handover

assessment criteria

the learner can:

2.1 explain how to check that project requirements have been met and record outstanding work and defects

2.2 explain how to carry out commissioning inspections and tests that require certification and ensure that they are witnessed by clients as required

2.3 explain how to identify and arrange for the satisfactory completion of any outstanding work

2.4 explain how to arrange a handover inspection involving client and all relevant parties

2.5 explain how to confirm any client concerns and record and agree any required actions

2.6 explain how to assemble and hand over buildings, installations and systems and operational documentation in accordance with the contract

2.7 summarise how to explain to clients and users the operation and maintenance of installations, systems and energy saving behaviour and ensure that they understand why this is important to the long term effectiveness of energy saving measures


Unit 011 Understand how to manage, control and hand over energy efficiency works





Guidance/Range

Information:

survey reports

design

contractual

statutory consents

contractors pre-planning information

Health and Safety Plan

method statements

programmes

verifying competence

sub contractors

Parts:

structure

elements of the building fabric

materials

finishes

power and light


telecommunications

special services and equipment

external works

Work:




Technical Factors:

physical (including exposure, orientation, solar gain, light levels, temperature range, wind speed) temperature range, wind speed)

technical (including materials performance and availability, prefabricated components, maintain dimensional accuracy and tolerances, building services and control, building physics (energy performance of structures, heat loss & SAP variables), thermal bridging, insulation, air tightness, sequencing of construction processes -placing of insulation, continuity of the insulation layer structural forms (thermal properties), component life, heating and cooling, natural ventilation and cooling, thermal flows, surface type and durability, occupancy, interaction of users and buildings, health and safety, fire protection, access, equipment performance, plant availability, human resource availability)

environmental (sustainability, energy use, U values, resource availability, emissions, pollution risk)

protection of architectural, cultural and historically valuable resources

cost

time

health and safety

resource

standards and codes of practice

fitness of purpose

Issues posed by new technologies:

the logistics of assembling labour and materials for the execution of the works

ensuring compliance

achieve high levels of quality control and precision

accreditation requirements for workers and systems

integration and interaction between different materials, components, systems and finishes what is required to achieve highly thermally efficient and airtight fabric

how to spot the most likely problems, e.g. identify thermal bridging

how to upgrade products to meet more stringent requirements

Project requirements:

time

quality

cost

health and safety

regulations

environmental and sustainability

defects rectification period


Buildings, installations & systems:

structure

materials

elements of the building fabric

finishes

power and light

heating and ventilating

telecommunications

movement of goods and people


external works

building energy management systems

grey water systems

smart meters

Operational documentation:

manuals and guidance materials

plans

health and safety file

operating equipment

security information and equipment

guarantees and warranties

statutory consents

commissioning and test certificates


Unit 014 Understand how to monitor work progress against schedules

UAN: T/503/8828

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand how to monitor resources required to carry out the work effectively

Assessment criteria

The learner can:

1.1 describe how to identify what are inadequate and inappropriate resources in relation to:

people

tools and ancillary equipment

materials and components

time

information

1.2 describe how to specify and suggest when alternative resources are required


Learning outcome

The learner will:

2. understand how to monitor progress against agreed work schedules

Assessment criteria

The learner can:

2.1 describe how to identify deviations from scheduled work which could affect work progress in relation to:

resource shortage

design issues and constraints

lack of information

inclement weather conditions

construction errors

physical (workplace) constraints

2.2 describe how to quantify any deviations from the scheduled work in relation to:

method of work

implication on resources

Learning outcome

The learner will:

3. understand how to take corrective actions to the scheduled work when required

Assessment criteria

The learner can:

3.1 describe how to confirm the circumstances of any deviations to the work

3.2 describe how to agree and implement corrective actions in circumstances of any deviations to the work in relation to:

restore progress in accordance with the agreed programme

agree new completion times

secure additional resources

make alterations to the planned work


Learning outcome

The learner will:

4. understand how to monitor progress against agreed work schedules

Assessment criteria

The learner can:

4.1 explain how to identify options which are most likely to minimise increases in cost and time and help progress the scheduled work

4.2 describe the most effective way to communicate appropriate options and actions to decision makers in relation to:

the customer and/or representative

other contractors/operatives

suppliers

line management

4.3 explain when to inform decision makers about progress, changes to the work schedule and resource requirements


Unit 015 Understand how to maintain energy efficiency measures

UAN: A/503/8829

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand the information requirements for maintaining energy efficiency measures

Assessment criteria

The learner can:

1.1 describe the different types of information required for the maintenance of relevant energy efficiency measures

1.2 describe how to interpret information relevant to the energy efficiency measure being maintained in relation to:

specifications

schedules

work instructions

manufacturers’ instructions

drawings

diagrams


Learning outcome

The learner will:

2. understand how to maintain energy efficiency measures

Assessment criteria

The learner can:

2.1 describe the procedures for carrying out a risk assessment and implementing safe systems of work prior to carrying out the maintenance procedure

2.2 explain the maintenance procedures required to ensure compliance with industry requirements for routine and non-routine maintenance activities

2.3 explain the advantages and limitations of repair versus replacement of energy efficiency measures

2.4 explain the main reasons for carrying out regular maintenance on relevant energy efficiency measures including contractual obligations

2.5 describe the difference between carrying out routine and non-routine maintenance activities

2.6 describe the responsibilities with regards to making appropriate decisions for the repair of energy efficiency measures


Unit 016 Understand procedures for informing the client on completion of work

UAN: L/503/8835

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand how to complete the work in the appropriate manner

Assessment criteria

The learner can:

1.1 describe any specific health and safety requirements for the work and surrounding area to be considered on completion of the work

1.2 describe how to ensure that the work has been completed to specification and quality standards

1.3 describe the suitable procedure for completing the work in relation to:

installation work

commissioning of work

1.4 describe how to ensure that the relevant people understand the safe and efficient operation of relevant equipment on completion of the work

1.5 describe how to ensure that the relevant people understand any care and future maintenance requirements for equipment on completion of the work

1.6 describe how to clear the work area in a suitable manner including the appropriate disposal of hazardous and non hazardous waste


Learning outcome

The learner will:

2. understand how to complete energy efficiency works

Assessment criteria

The learner can:

2.1 explain how to check that project requirements have been met and outstanding work and defects recorded in relation to:

time

quality

cost

health and safety

regulations

environmental and sustainability

defects rectification period

2.2 describe how to confirm any client concerns and record and identify any further actions required

2.3 describe how to instruct clients and other users on effective operation and maintenance of installations, systems and energy saving behaviour in relation to:

materials

elements of building fabric

finishes

power and light

heating and ventilating

telecommunications

movement of goods and people


external works

building energy management systems

grey water systems

smart meters

Learning outcome

The learner will:

3. understand the information requirements for completion of the work

Assessment criteria

The learner can:

3.1 describe the different types of information and advice that could be required by the client concerning the property at the work completion stage

3.2 describe how to complete necessary records in accordance with organisational requirements

3.3 describe why it is important for all information relevant to the energy efficiency measures is kept with the building


Unit 017 Understand building services engineering systems

UAN: D/503/8807

Level: Level 2

Credit value: 1

GLH: 10

Learning outcome

The learner will:

1. understand the different building services engineering systems

Assessment criteria

The learner can:

1.1 describe the main reason for using building services engineering systems in domestic and non-domestic buildings

1.2 describe the different building services engineering systems employed when carrying out energy efficiency measures to buildings in relation to:

plumbing

electrical

heating and ventilation

refrigeration and air conditioning

building environmental management

1.3 describe the suitable areas within the envelope of the building where the relevant building services engineering systems could be used effectively

1.4 describe typical circumstances when it would be inappropriate to use certain types of building services engineering systems to buildings


Learning outcome

The learner will:


Assessment criteria

The learner can:









installing double glazed windows


installing flow-rate taps/showers


solar hot water


heat pumps


Learning outcome

The learner will:

3. understand the advantages of using building services engineering systems in buildings

Assessment criteria

The learner can:

3.1 describe the potential energy savings through the use of relevant building services engineering systems to the building

3.2 describe the potential benefits of using building services engineering systems in buildings in relation to:



payback period

reducing emissions



Unit 018 Understand the fundamental principles and requirements of environmental technology systems

UAN: K/602/3138

Level: Level 3

Credit value: 2

GLH: 15

Learning outcome

The learner will:

1. know the fundamental working principles of micro-renewable energy and water conservation technologies

Assessment criteria

The learner can:

1.1 identify the fundamental working principles for each of the following heat producing micro-renewable energy technologies:

solar thermal (hot water)

ground source heat pump

air source heat pump

biomass

1.2 identify the fundamental working principles for each of the following electricity producing micro-renewable energy technologies:

solar photovoltatic

micro-wind

micro-hydro

1.3 identify the fundamental working principles of the following co-generation technologies:

micro-combined heat and power (heat-led)

1.4 identify the fundamental working principles for each of the following water conservation technologies:

rainwater harvesting

greywater re-use


Learning outcome

The learner will:

2. know the fundamental requirements of building location/building features for the potential to install micro-renewable energy and water conservation systems to exist.

Assessment criteria

The learner can:

2.1 clarify the fundamental requirements for the potential to install a solar water heating system to exist

2.2 clarify the fundamental requirements for the potential to install a solar photovoltaic system to exist

2.3 clarify the fundamental requirements for the potential to install a ground source heat pump system to exist

2.4 clarify the fundamental requirements for the potential to install an air source heat pump system to exist

2.5 clarify the fundamental requirements for the potential to install a biomass system to exist

2.6 clarify the fundamental requirements for the potential to install a micro wind system to exist

2.7 clarify the fundamental requirements for the potential to install a micro hydro system to exist

2.8 clarify the fundamental requirements for the potential to install a micro-combined heat and power (heat led) system to exist

2.9 clarify the fundamental requirements for the potential to install a rainwater harvesting/greywater re-use system to exist

Learning outcome

The learner will:

3. know the fundamental regulatory requirements relating to micro-renewable energy and water conservation technologies

Assessment criteria

The learner can:

3.1 confirm what would be typically classified as ‘permitted development’ under town and country planning regulations in relation to the deployment of the following technologies:


solar photovoltatic



micro-wind

biomass

micro-hydro



greywater re-use

3.2 confirm which sections of the current building regulations/building standards apply in relation to the deployment of the following technologies:



solar photovoltatic



micro-wind

biomass

micro-hydro



greywater re-use

Learning outcome

The learner will:

4. know the typical advantages and disadvantages associated with micro-renewable energy and water conservation technologies

Assessment criteria

The learner can:

4.1 identify typical advantages associated with each of the following technologies:


solar photovoltatic



micro-wind

biomass

micro-hydro



greywater re-use

4.2 identify typical disadvantages associated with each of the following technologies:


solar photovoltatic



micro-wind

biomass

micro-hydro



greywater re-use


Appendix 1 Relationships to other qualifications

Literacy, language, numeracy and ICT skills development

This qualification can develop skills that can be used in the following qualifications:

Functional Skills (England) – see www.cityandguilds.com/functionalskills

Essential Skills (Northern Ireland) – see www.cityandguilds.com/essentialskillsni

Essential Skills Wales – see www.cityandguilds.com/esw

http://www.cityandguilds.com/functionalskills

http://www.cityandguilds.com/essentialskillsni


Appendix 2 Sources of general information

The following documents contain essential information for centres delivering City & Guilds qualifications. They should be referred to in conjunction with this handbook. To download the documents and to find other useful documents, go to the Centres and Training Providers homepage on www.cityandguilds.com.

Centre Manual - Supporting Customer Excellence contains detailed information about the processes which must be followed and requirements which must be met for a centre to achieve ‘approved centre’ status, or to offer a particular qualification, as well as updates and good practice exemplars for City & Guilds assessment and policy issues. Specifically, the document includes sections on:

The centre and qualification approval process

Assessment, internal quality assurance and examination roles at the centre

Registration and certification of candidates

Non-compliance

Complaints and appeals

Equal opportunities

Data protection

Management systems

Maintaining records

Assessment

Internal quality assurance

External quality assurance.

Our Quality Assurance Requirements encompasses all of the relevant requirements of key regulatory documents such as:

Regulatory Arrangements for the Qualifications and Credit Framework (2008)

SQA Awarding Body Criteria (2007)

NVQ Code of Practice (2006)

and sets out the criteria that centres should adhere to pre and post centre and qualification approval.



Access to Assessment & Qualifications provides full details of the arrangements that may be made to facilitate access to assessments and qualifications for candidates who are eligible for adjustments in assessment.

The centre homepage section of the City & Guilds website also contains useful information such on such things as:

Walled Garden: how to register and certificate candidates on line

Qualifications and Credit Framework (QCF): general guidance about the QCF and how qualifications will change, as well as information on the IT systems needed and FAQs

Events: dates and information on the latest Centre events

Online assessment: how to register for GOLA/e-volve assessments.

Centre Guide – Delivering International Qualifications contains detailed information about the processes which must be followed and requirements which must be met for a centre to achieve ‘approved centre’ status, or to offer a particular qualification. Specifically, the document includes sections on:

The centre and qualification approval process and forms

Assessment, verification and examination roles at the centre

Registration and certification of candidates

Non-compliance

Complaints and appeals

Equal opportunities

Data protection

Frequently asked questions.

City & Guilds

Believe you can

www.cityandguilds.com


Useful contacts

UK learners

General qualification information

T: +44 (0)844 543 0033

E: [email protected]

International learners

General qualification information

T: +44 (0)844 543 0033

F: +44 (0)20 7294 2413


Centres

Exam entries, Certificates, Registrations/enrolment, Invoices, Missing or late exam materials, Nominal roll reports, Results

T: +44 (0)844 543 0000

F: +44 (0)20 7294 2413


Single subject qualifications

Exam entries, Results, Certification, Missing or late exam materials, Incorrect exam papers, Forms request (BB, results entry), Exam date and time change

T: +44 (0)844 543 0000

F: +44 (0)20 7294 2413

F: +44 (0)20 7294 2404 (BB forms)


International awards

Results, Entries, Enrolments, Invoices, Missing or late exam materials, Nominal roll reports

T: +44 (0)844 543 0000

F: +44 (0)20 7294 2413


Walled Garden

Re-issue of password or username, Technical problems, Entries, Results, e-assessment, Navigation, User/menu option, Problems

T: +44 (0)844 543 0000

F: +44 (0)20 7294 2413


Employer

Employer solutions, Mapping, Accreditation, Development Skills, Consultancy

T: +44 (0)121 503 8993


Publications

Logbooks, Centre documents, Forms, Free literature

T: +44 (0)844 543 0000

F: +44 (0)20 7294 2413

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.

If you have a complaint, or any suggestions for improvement about any of the services that we provide, email: [email protected]

About City & Guilds

As the UK’s leading vocational education organisation, City & Guilds is leading the talent revolution by inspiring people to unlock their potential and develop their skills. We offer over 500 qualifications across 28 industries through 8500 centres worldwide and award around two million certificates every year. City & Guilds is recognised and respected by employers across the world as a sign of quality and exceptional training.

City & Guilds Group

The City & Guilds Group operates from three major hubs: London (servicing Europe, the Caribbean and Americas), Johannesburg (servicing Africa), and Singapore (servicing Asia, Australia and New Zealand). The Group also includes the Institute of Leadership & Management (management and leadership qualifications), City & Guilds Land Based Services (land-based qualifications), the Centre for Skills Development (CSD works to improve the policy and practice of vocational education and training worldwide) and Learning Assistant (an online e-portfolio).

Copyright

The content of this document is, unless otherwise indicated, © The City and Guilds of London Institute and may not be copied, reproduced or distributed without prior written consent. However, approved City & Guilds centres and candidates studying for City & Guilds qualifications may photocopy this document free of charge and/or include a PDF version of it on centre intranets on the following conditions:

centre staff may copy the material only for the purpose of teaching candidates working towards a City & Guilds qualification, or for internal administration purposes

candidates may copy the material only for their own use when working towards a City & Guilds qualification

The Standard Copying Conditions (see the City & Guilds website) also apply.

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.

Published by City & Guilds, a registered charity established to promote education and training

City & Guilds

1 Giltspur Street

London EC1A 9DD

T +44 (0)844 543 0000

F +44 (0)20 7294 2413

www.cityandguilds.com

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