Transcript 11. DEA Portfolio v1.1

DEA Qualification Assessment
Portfolio Requirements
Portfolio assessment
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
Portfolio Requirements
As part of your DEA diploma you must produce a portfolio of work
The portfolio is broken up into 4 units;
Unit 1 Conduct Energy Assessments in a Safe, Effective and Professional Manner.
Unit 2 Prepare for Energy Assessments of Domestic Property.
Unit 3 Undertake Energy Assessments.
Unit 4 Produce and explain Energy Performance Certificates Relating to Domestic
Property.
Examples of the documents are available on the course link
www.stroma.com/course/abbedea
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
Portfolio Requirements
• Once you have completed the DEA course you will be issued a OneFile
Username and Password by Email.
• OneFile is your Electronic portfolio system you will build your portfolio by
uploading evidence produced on your computer.
• The tasks will be given to you in stages.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
3
Portfolio Requirements
All Tasks set you will come from the ABBE handbook, however this has been
collated into the ABBE DEA Candidate Evidence Requirements To Task v1.1
found on the post course link www.stroma.com/course/abbedea
Conduct Energy Assessments in a Safe, Effective and
Professional Manner. (Unit 1)
Task 1 - Answers to the D.E.A. knowledge and understanding
questionnaire
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
4
Portfolio Requirements
Task 2 - A written statement describing your business
relationship with customers, meeting all the unit criteria
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
How I carry out my work in accordance with: the relevant legal requirements, prescribed codes of conduct
and auditing and monitoring requirements
Action I take to protect the customers’ property and information
How I maintain goodwill and trust
How I request and handle information
How I handle a dispute or difference of opinion
How I handle a conflict of interest
How I maintain my personal image
My professional indemnity insurance requirements
How I maintain an appropriate level of service and manage expectations
How I recognise my own limits and competence.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
5
Portfolio Requirements
Task 3 - A business pack of 5 letters, meeting all the unit
criteria in the evidence requirement document.
a.
b.
c.
d.
e.
Responding to a question.
Answering a question that falls outside area of expertise.
Declining an instruction giving reasons.
Responding to a request for confidential information.
Responding to a complaint or difference of opinion.
Task 4 - A written example of your Time Management system.
Task 5 - Your Personal Development Plan. (PDP) and a written
statement of yours, commitment to Continuous Professional
Development (CPD) as a DEA.
Task 6 - A preliminary Health & Safety assessment record for a
DEA.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
Portfolio Requirements
Prepare for Energy Assessments of Domestic Property. (Unit 2)
Task 7 - A written statement describing your preparations for
carrying out a DEA meeting all the unit criteria in the evidence
requirement document.
a.
b.
c.
d.
e.
f.
g.
How I respond promptly to the customer’s request
How I establish that the assessment falls within their competence.
How and why ratings can change with time and conventions
How to identify circumstances that prevent me from assessing the energy performance of the property
How to obtain the latest version of RdSAP
How I confirm the client’s expectations and requirements
Where representative properties and/or data collected by others may be used in the preparation of EPCs for existing
dwellings.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
Portfolio Requirements
Task 8 - A business pack of 5 letters, meeting all the
unit criteria in the evidence requirement document.
a.
b.
c.
d.
e.
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 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 9 - An example of the background research
undertaken on 1 of the 5 properties chosen, showing
location on maps, & relevant DEA features.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
8
Portfolio Requirements
Undertake Energy Assessments. (Unit 3)
Task 10 – a) A completed property grid for your first 2 chosen
properties.
b) Updated and revised property grid showing all 5
chosen properties
Candidates need to cover all property features, heating systems and potential
issues shown on page 2 of the property grid. Where chosen properties do not
cover all these features, candidates will need to a written statement to cover
them.
Task 11 – Complete 2 Domestic Energy Assessments
Task 12 – Complete 3 Domestic Energy Assessments
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
Evidence needed for Unit 3
Evidence Requirements for each EPC
EPC 1
EPC 2
EPC 3
EPC 4
EPC 5
Building cover sheet with photograph, address & postcode.
Information obtained from client via property questionnaire.
Instruction confirmation letter.
Site survey form and comprehensive site notes.
Floor plans showing overall layout with measurements.
Health Safety & Welfare Risk Assessment.
Calculations for wall thickness, areas and heat loss
perimeters.
Colour referenced and date stamped photographs.
RdSAP data input form.
Draft Energy performance certificate. (EPC)
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
10
Portfolio Requirements
Task 13 - A written statement referring to 1 of the properties,
describing your methodical approach to carrying out a DEA,
meeting all the unit criteria in the evidence requirement
document.
a.
b.
c.
d.
the procedures followed to conduct a safe and exhaustive home energy assessment
any issues found, specific to the individual property, and how these challenges were met.
where and why accurate inspection has not been possible.
where “unknown” is used with supporting evidence.
Task 14 - A written statement describing how and why data is
stored safely and securely in accordance with Scheme
Operating requirements, including protection and recovery
systems in place in case of fire or flood.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
11
Portfolio Requirements
Produce and explain Energy Performance Certificates Relating
to Domestic Property. (Unit 4)
Task 15 - A written statement referring to 1 of the EPC’s
describing your methodical approach to preparing the EPC,
meeting all the unit criteria in the evidence requirement
document.
a.
b.
c.
d.
The procedure followed to prepare the EPC
How they checked that the input data and the recommendations generated were accurate and appropriate
How the EPC should be lodged
Any issues they encountered when producing the EPC and how these were dealt with.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
12
Portfolio Requirements
• Task 16 - A letter to a customer explaining that the EPC has
been completed, meeting all the unit criteria in the evidence
requirement document.
a.
b.
c.
d.
e.
f.
g.
h.
i.
j.
The Energy Performance Certificate has been completed and is available to them
All the component parts of the Energy Performance Certificate and their implications
Variations between ratings and energy efficiency measures produced by different versions of the calculation
methodology, and between assessment undertaken using the different methodologies for new and existing homes
The limitations of the approved software for both ratings and energy efficiency measures
Which energy efficiency measures were considered and rejected with reasons
Where additional advice and support can be obtained
Precise meanings of technical terms
Why predicted savings may not be achievable in practice and why
The role of the EPC in Green Deal and how customers can access this
Their complaints procedure.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
13
Portfolio Requirements
• Task 17 - Statements for each of the property features, and
heating systems, that has not been covered and listed in the
property elements table, detailing the identification process
and data entry method.
Please note only features not covered on the property elements table (second page of
the property grid) will require written statements.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
14
Property Matrix
Pre - 1920 with solid walls
At least 1 property.
Building Types
1920 - 1950 at least 1 property.
Address:
EPC
Address:
Address:
EPC
Address:
Address:
EPC
Address:
EPC
1950 - 1980 at least 1 property.
EPC
Post – 1980
No more than 1 property
Address:
EPC
Address:
EPC
EPC
Address:
EPC
Address:
EPC
Address:
EPC
Address:
EPC
Address:
EPC
Address:
EPC
Address:
EPC
Address:
EPC
Detached
Semi-Detached
Terraced
Flat
You must produce 5 EPCs covering:
• Each of the age bands
• Each of the dwelling types
• Plus the additional property features and heating systems listed
on the next slide
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
ABBE EPC Properties
•
If these issues cannot all be covered in the 5 EPCs then additional statements will be required about the
missing element/feature
•
The properties in your portfolio can include your own home, and those of friends and family,
but they must all be real properties which you have visited.
•
You cannot use simulation properties.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
QCF
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
Assessment Process
•
•
•
•
•
•
Pre-assessment - We will send confirmation that the portfolio has been received within 48 hours of
receipt, it will have a pre-assessment to ensure all the relevant documents are included, if not you will
receive a request for the missing documents. If all the relevant information is present it will be passed on
to one of Stroma’s assessors.
1st Full assessment - We aim to complete the first full assessment of the portfolio assessment within 4
weeks of the pre-assessment.
Feedback - The assessor will email detailed feedback on your portfolio and there may be elements which
require re-submission or additional detail.
Further submissions - We aim to complete any assessment of further submissions within 3 weeks from
the date received.
Internal Verification - Once the assessor is satisfied with your portfolio it will be verified by one of
Stroma’s internal verifiers to ensure it has been assessed appropriately.
Completion - Once the portfolio has been assessed and verified, and you have passed the exam, we will
inform ABBE and you will be qualified as a DEA. You will then be able to join an accreditation scheme, such
as Stroma, and lodge Domestic EPCs.
Please note that the time taken to complete the assessment can vary dependent upon the quality of the portfolio content and
time taken for the candidate to respond to assessment feedback.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
Quality of evidence
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
Quality of evidence
Photos
For every EPC we require photos to backup every input you have put into
RdSAP. The photo must be clear, in colour and clearly annotated e.g.
Potterton Profile 40e boiler ID
plate, the boiler runs on mains
Gas and the G.C. Nᵒ 41-605-40
is visible
This shows to the assessor that you understand what you are
photographing and the importance of it within the survey
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
20
Quality of evidence
Floor Plans
For your portfolio you need to put as much information on as possible, this
will help when the assessor is looking at things like the habitable room count.
some of the key information needed is;
•
•
•
•
Clearly drawn and labelled rooms e.g. bedroom 1
Dimensions (in meters)
Party walls
Heat loss walls (HLP)
Here are a couple of examples of the types of floor plans that need to be produced.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
21
Quality of evidence
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
22
Quality of evidence
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
23
Quality of evidence
Calculations
• It is best practice to include a calculations sheet in addition to the ones
done on your floor plans.
• These should be done in long hand showing all dimensions used.
• This is very useful when you have added/or taken away an area for some
reason, for example made an L-shape property square then subtracted the
additional area.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1
24
Any Questions?
if you have any questions/queries about
anything please feel free to ask them now.
Stroma – DEA Portfolio
© Stroma Development Ltd 2013 | Version 1.1