Non Domestic Energy Assessor L3 Portfolio Contents Page 2016

Non Domestic Energy Assessor L3 portfolio Contents page 2016

This document outlines the format the portfolio must be submitted to Stroma Certification.

Examples of certain documents can be found in the resources section of one file

Task 1

Personal Information - Please provide the following documentation:

Any relevantQualification Certificatesto demonstrate your competence. These may also be used to gain recognition of prior learning against tasks 2, 3, 4 & 5
A signed copy of your learning agreement.A blank template can be found in the resources section of OneFile
A completed Skills scan which should be filled in signed and the work experience section completed. A blank template can be found in the resources section of OneFile

Task 2(please look in the resources section of OneFile for the most up to date version of this questionnaire)

Please provide answers to the questions to the Task 2 N.D.E.A. knowledge and understanding questionnaire.

Task 3

Produce a risk assessment on the property you currently reside in, (The risk assessment template, and instructions for its completion can be found in the OneFile resources section)

Task 4

Assignment A

Produce a business pack comprising of 4 letters to a client, the letters must cover the following.

(The letter template and instructions for its completion can be found in the OneFile resources section)

Responding to a question regarding confidential information
Answering a question that falls outside their expertise or is outside their authority to deliver
Responding to a complaint or difference of opinion
Requesting further information to assist in the completion of the calculation

Task 5(please look in the resources section of OneFile for the most up to date version of this questionnaire)

Please provide answers to the questions to the Task 5 N.D.E.A. knowledge and understanding questionnaire.

Task 6(please look in the resources section of OneFile for a template which will help complete this task)

Produce a business pack comprising letters to the client. This can be on more than one letter or document but should include all of the following:

Provisionally accepting the instruction, explaining the purpose of the inspection, the legal requirement for an Energy Performance Certificate and its relevance to the Green Deal.
Confirming a mutually convenient time for an inspection.
Stating their terms and conditions as a Non-Domestic Energy Assessor.
Confirming their fee structure and giving an estimate of the costs involved in the assessment.
Explaining why, having started an energy assessment, the inspection cannot continue any further and laying out options on the way ahead for the client.

Task 7(please look in the resources section of OneFile for the most up to date version of this questionnaire)

Please provide answers to the questions to the Task 7 N.D.E.A. knowledge and understanding questionnaire.

Task 8Simulation building

Carry out the first of THREE non-domestic energy assessments on real Level 3 properties. The properties must include at least ONE in each row and column of the property grid below.

Domestic style construction / Low rise or wide span (Portal Frame) / Medium rise (3+ story’s)*
Natural ventilation only
Comfort cooling (simple systems)
Heating System (LTHW)

*Note: Learners may use buildings with more than three floors, but the report must include the ground, top floor, and one of the middle floors.

For each EPC the following evidence is required, the simulation building in task nine does not require the evidence blanked out in the table below, all other evidence must be provided.

Evidence Requirements for each N.D.E.A. Assessment / NDEA 1 / NDEA 2 / NDEA 3
Background research document See note 1 below
Information obtained from client via property questionnaire.
Site survey form and comprehensive site notes.
Assumptions document see note 2 below
Data input form.
Floor plans showing overall layout with measurements.
Zoned Plans showing clearly annotated well defined zones
Health Safety & Welfare Risk Assessment.
Colour referenced and date stamped photographs.
Draft Energy performance certificate. (EPC)
SBEM main calculation output document
SBEM recommendations report
SBEM secondary recommendations report
NCT File and SBEM output document

Note 1 Background research (please look in the resources section of OneFile for a template which will help complete this task)

Provide copies of background research (e.g. web searches, local maps) on the location and features of the 3 property’s to be visited and the factors likely to impact on the energy assessment (e.g. geographical location, physical layout affecting access, whether the property is on the gas network, any pre-existing EPC)

Note 2 Assumptions document

This document must contain any calculations you have made and describe any assumptions or conventions you have used within the project.

If you are utilizing the calculator spread sheet for your calculations then please provide clear well annotated screen shots showing the calculation made and the applicable zone name this needs to be done for each calculation (SFP, LME, Boiler efficiency and dead legs)

Uploading evidence for this task

When you are submitting evidence for assessment please make sure that each document is clearly titled and uploaded into a single zip file. Where you are providing images please place all the annotated images into a separate zip file named photos, this zip file should be kept separate from the other evidence.

Once the work has been assessed it will either be signed off as complete or you will be asked to make some amendments. When you upload your amendments simply add a new ZIP file which should include V2 for the second submission V3 for the third etc. it should also contain any previously assessed correct evidence

In theory every zip file should contain all the evidence required for a full assessment of the project, your assessor can explain this in more detail if you don’t understand.

PLEASE DO NOT REMOVE ANY EVIDENCE FOR ANY REASON ONCE IT HAS BEEN SUBMITTED FOR ASSESSMENT.

Task 9

Carry out the second of THREE non-domestic energy assessments on real Level 3 properties.

The properties must include at least ONE in each row and column of the property grid below.

Domestic style construction / Low rise or wide span (Portal Frame) / Medium rise (3+ story’s)*
Natural ventilation only
Comfort cooling (simple systems)
Heating System (LTHW)

*Note: Learners may use buildings with more than three floors, but the report must include the ground, top floor, and one of the middle floors.

For each EPC the following evidence is required, the simulation building in task nine does not require the evidence blanked out in the table below, all other evidence must be provided.

Note 1 Background research (please look in the resources section of OneFile for a template which will help complete this task)

Note 2 Assumptions document

This document must contain any calculations you have made and describe any assumptions or conventions you have used within the project.

Uploading evidence for this task

In theory every zip file should contain all the evidence required for a full assessment of the project, your assessor can explain this in more detail if you don’t understand.

PLEASE DO NOT REMOVE ANY EVIDENCE FOR ANY REASON ONCE IT HAS BEEN SUBMITTED FOR ASSESSMENT.

Task 10

Carry out the third of THREE non-domestic energy assessments on real Level 3 properties. The properties must include at least ONE in each row and column of the property grid below.

Domestic style construction / Low rise or wide span (Portal Frame) / Medium rise (3+ story’s)*
Natural ventilation only
Comfort cooling (simple systems)
Heating System (LTHW)

*Note: Learners may use buildings with more than three floors, but the report must include the ground, top floor, and one of the middle floors.

For each EPC the following evidence is required, the simulation building in task nine does not require the evidence blanked out in the table below, all other evidence must be provided.

Note 1 Background research (please look in the resources section of OneFile for a template which will help complete this task)

Note 2 Assumptions document

This document must contain any calculations you have made and describe any assumptions or conventions you have used within the project.

Uploading evidence for this task

In theory every zip file should contain all the evidence required for a full assessment of the project, your assessor can explain this in more detail if you don’t understand.

PLEASE DO NOT REMOVE ANY EVIDENCE FOR ANY REASON ONCE IT HAS BEEN SUBMITTED FOR ASSESSMENT.

Task 11

Assignment A

Please provide a summary of assessment findings and any additional advice you may have for the client this should be in the form of a letter and cover the following points: (please look in the resources section of OneFilefor a template for this task)

What the results of the EPC are
What are the 3 main recommendations the client should think about improving first
What other recommendations were considered in the report
What recommendations where considered but discounted and why they were discounted.
State where clients can go for further help or advice

The letter should be based on one of the live surveys not the simulation building

Assignment B

Please complete the activities in the task 11 Assignment B template in the resources section of OneFile.

The template covers the following areas of uncertainty for most assessors and once completed correctly should ensure a thorough understanding of these points

Air Permeability
Hot Water calculations
COP/SEER Calculations

Assignment C (please look in the resources section of OneFile for the most up to date version of this questionnaire)

Please provide answers to the questions to the Task 11 Assignment C knowledge and understanding questionnaire.