Conduct Standard Assessment Procedure (SAP) Assessments to determine the energy performance of new dwellings

URN: INSOCDEA2
Business Sectors (Suites): On Construction Domestic Energy Assessors,Energy Assessment & Advice
Developed by: Skills CFA
Approved on: 30 Mar 2019

Overview

This standard is about evaluating drawings and specifications to determine the energy performance of new dwellings. The aim of the standard is to gather data and information in accordance with the Standard Assessment Procedure (SAP), to enable the generation of design assessments and Energy Performance Certificates.

You must understand the different stages involved in Standard Assessment Procedure (SAP) energy assessment and the stages at which advice should be provided to the customer in accordance with the relevant devolved nation's Building Regulations relating to the energy performance of new dwellings.

The standard is about conducting Standard Assessment Procedure (SAP) energy assessments at the relevant stages in the production of new dwellings and providing advice to customers on ways of improving the energy performance of buildings.

You must create and maintain records relating to your energy assessments in accordance with the relevant data protection legislation.

You must understand and work to the requirements of each devolved nation.


Performance criteria

You must be able to:

Conduct Standard Assessment Procedure (SAP) energy assessments

  1. conduct Standard Assessment Procedure (SAP) energy assessments at the relevant stages in the production of new dwellings
  2. apply Standard Assessment Procedure (SAP) conventions to assess the energy performance of new dwellings
  3. provide advice to customers regarding the energy performance of new dwellings

Maintain records relating to Standard Assessment Procedure (SAP) energy assessments **

  1. maintain electronic and paper records of Standard Assessment Procedure (SAP) energy assessments in accordance with organisational requirements
  2. record your findings in the accepted format to facilitate entry of data into prescribed software
  3. maintain an audit trail that connects all stages of the Standard Assessment Procedure (SAP) energy assessment process
  4. store records securely in accordance with the relevant data protection legislation

  5. confirm that records can be accessed for future use when required by relevant organisations


Knowledge and Understanding

You need to know and understand:

Conduct Standard Assessment Procedure (SAP) energy assessments

  1. the different stages involved in assessing the energy performance of new dwellings
  2. the aspects of the relevant devolved nation's legislation and regulations relating to Energy Performance Certificates and the point at which one is required for new dwellings
  3. the relevant detailed devolved nation's assessment requirements that apply to the dwelling as defined by the Standard Assessment Procedure (SAP) the relevant definitions and conventions contained within the Standard Assessment Procedure (SAP)
  4. how to recognise the various types of building construction, elements and materials from drawings, specifications and any on-site test results
  5. the relevant devolved nation's Building Regulations relating to the energy performance of new dwellings
  6. the importance of keeping records in accordance with the relevant data protection legislation

Maintain records relating to Standard Assessment Procedure (SAP) energy assessments

  1. the range of methods, formats and conventions for recording information and evidence on the new dwelling and its energy performance
  2. the required range of information and evidence relating to the new dwelling and its energy performance as defined by the Standard Assessment Procedure (SAP)
  3. the level of detail required within your records to produce a submission for compliance with the relevant devolved nation's Building Regulations energy performance requirements relating to new dwellings
  4. the level of detail within your records required to produce compliant Energy Performance Certificates
  5. how to record the information and evidence in accordance with the relevant data protection legislation
  6. the importance of maintaining an audit trail that connects all stages of the Standard Assessment Procedure (SAP) energy assessment process

Scope/range

Conduct Standard Assessment Procedure (SAP) energy assessments

Stages:

  • design
  • on construction

Assess:

  • site factors, in so far as they are made known in the plans and specifications
  • construction specifications
  • heat losses
  • hot water systems
  • internal gains
  • solar gains and utilisation factor
  • mean internal temperature
  • space heating requirements
  • CO2 emissions and primary energy
  • any other requirements as defined in the Standard Assessment Procedure (SAP)

Advice at design stage:

  • regarding compliance with those aspects of Building Regulations energy performance requirements, Energy Performance of Buildings Regulations (EPBD), and that are relevant to of new dwellings
  • regarding achieving the best possible energy rating in the most cost-effective manner

Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

06 Jan 2024

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

ASTOCDEA3

Relevant Occupations

Architects, Construction, Planning and the Built Environment, Professional Occupations, Town Planners and Surveyors

SOC Code

3541

Keywords

design; evaluate; specifications; assessments; compliance; building