Transcript ABBE Level 3 Diploma in Domestic Green Deal Advice 16

ABBE Level 3 Diploma in
Domestic Green Deal Advice
16. Next Steps
Presented by [Name]
① Next Steps
Domestic GDA Training – 16. Next Steps
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Learning Resources
All material delivered during this course, and additional
learning resources can be found at the following link:
http://www.stroma.com/course/gdadomestic/index.php
Qualification Information
Training Slides
Portfolio Documentation
Reference Materials
Technical Bulletins
Green Deal Scheme Updates
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Next Steps
As you are aware there is no exam to sit for the Green Deal
Qualification.
As you have completed the Green Deal Advisors course
there are now only two steps left that you must follow :
Step 1: Complete the online portfolio consisting of 4 units.
Step 2: Complete the witnessed assessment
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Next Steps
Step 1 Complete the online portfolio:
Unit 1
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Provide a signed and completed skills scan
Provide an up-to date CV
Provide copies of any certificates such as DEA certificate.
Answer a list of knowledge and understanding Questions with comprehensive
answers.
• Produce 5 EPCs,
One of these EPCs will be provided which you can use for the portfolio and witnessed
assessment. The EPCs provided must have reasonable amounts of Green deal Measure
Recommendations on them
Out of the 5 EPCs provided 3 will be used later in the portfolio.
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Next Steps
Note: Where an accredited Domestic Energy Assessor is bringing forward EPCs produced
as part of their work as the basis of their evidence for this qualification, these EPCs must:
Conform to all age bands & detachments of the property grid shown, and the tenancy:
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Be produced using RdSAP version 9.91 or later
Be less than 12 months old
Be based on a property that has not been altered post EPC in any way
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Next Steps
Unit 1 continued
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Produce an initial contact form.
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Produce the initial letter to the client with a green deal overview.
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Produce an initial contract letter.
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Produce a comprehensive pre-inspection questionnaire.
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Produce a comprehensive method statement.
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Unit 2
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Produce evidence in the form of a letter from a tenant to the landlord asking for
permission for a GDA to be carried out on the property.
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Produce evidence in the form of a letter from the Landlord to the Tennant granting
permission for a GDA to be carried out on the property.
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Produce evidence in the form of a letter that responds to a question from the customer
regarding an issue or concern raised by the customer regarding their visit
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From the initial 4 property’s selected in section one complete TWO Green Deal
occupancy assessments using approved software.
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From one of the occupancy assessments provide a risk assessment detailing some of
the risks associated with this type of assessment.
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Unit 3
Produce TWO domestic Green Deal Advice Reports (GDARs) using approved
software, based on the data from the occupancy assessments carried out in Unit 2.
For one of the GDARs provide a covering letter which should include some of the
following detail:
• Some of the immediate measures that the client could utilise immediately
• Some of the measures that could be covered from green deal finance.
• Actions for measures with orange ticks
• The next step
Produce ONE draft Energy Performance Certificate for the property that could
potentially qualify for the ECO funding that has been updated to take account of
the Green Deal measures installed.
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Produce a comprehensive statement that describes the improvement in energy
efficiency between the pre- and post-Green Deal EPC.
Produce a comprehensive method statement detailing the following:
• Record keeping
• The safe storage of records
• Explains how the Green Deal Advice Report data is safely and securely retained
• How the Green Deal Advice Report is lodged onto the lodgement system.
Produce a statement regarding the auditing requirements for all Green Deal
Advisors, this should include the following:
• The auditing procedure and frequency for both the Occupancy assessment and on
site assessment
• The minimum evidence required for audit
• The outcome for failing an audit.
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Step 2: Carry out a witnessed assessment
This will demonstrate their ability to explain the components of the Green Deal
Advice report and their implications to the domestic customer. The GDA must
cover the following:
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The Customer’s needs, circumstances, abilities, motivations, capabilities and
constraints
Their views and motivations on energy and energy reductions
Any constraints affecting their ability to engage in energy reduction opportunities or
act on advice given
The sources of funding relevant to them
How to improve the energy usage in their home
How to achieve the efficient management of water usage and minimisation of waste;
and the reduction, re-use and recycling of waste
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Witnessed assessment continued
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Any health and safety considerations, including installation, use and checking of fire
and carbon monoxide detectors.
Any queries, issues or concerns expressed by the customer and the responses
provided to these.
How the advisor confirmed the limitations on advice given.
The learner must be able to demonstrate the methods they used to get their message
across to a customer either through the discussion being conducted/observed by the
assessor or by the learner providing a commentary of the approach they took. Where a
learner is not directly observed.
The client briefing sheet will form the template for your witness assessment
This assessment will be recorded and placed with the assessors
feedback onto the One File system
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Witnessed Assessment
Booking your Witnessed Assessment:
1. Be sure you are ready and understand what is involved.
2. Email: [email protected] to advise you are ready and to
request a date for the assessment.
3. The assessment team will offer you an assessment date by email
return.
4. Please confirm you are happy with the date you are offered.
5. Please stick to this date and attend the venue for the assessment
as advised by the assessment team. (Please note: you may be
charged for cancellation of the agreed assessment date).
6. You may bring any equipment/tools, information/documentation
and software, that you feel you may need on the day to conduct
the task.
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Portfolio Submission
To begin your Green Deal Portfolio:
Please go to: www.Onefile.co.uk (Once you have your logins)
OneFile ePortfolio is the online, paperless,
assessment system used to submit your portfolio.
Any problems with logging in or once logged in:
please call the One File team Help desk on
0161 918 6768
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Portfolio/Technical Support
Telephone:
Green Deal Support
0845 621 11 11
Email:
[email protected]
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Questions?
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Web Links
www.stroma.com/certification
Contacts
Stroma Certification Ltd.
4 Pioneer Way, Castleford, WF10 5QU
0845 621 11 11
[email protected]
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