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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
4 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 5
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
6 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 7
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
8 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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.
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 9
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+
10 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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.
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 11
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
12 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
Test 2: Unit 002 Understand General Health, Safety and Welfare in the Workplace
Duration: 1 hour
Unit Outcome Number of questions
%
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
Unit Outcome Number of questions
%
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 13
Test 4: Unit 004 Understand the Use of Energy Efficiency Measures on Different Buildings
Duration: 2 hours
Unit Outcome Number of questions
%
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
Unit Outcome Number of questions
%
005 1 Understand the different insulation and building treatment methods
4 29
2 Understand energy efficiency priorities 3 51
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
14 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
Test 6: Unit 006 Understand Air Quality and Ventilation Requirements for Buildings
Duration: 1 hour
Unit Outcome Number of questions
%
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
Duration: 1 hour 10 minutes
Unit Outcome Number of questions
%
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
Unit Outcome Number of questions
%
008 1 Understand how to review regulatory issues
12 50
2 Understand how to obtain regulatory consents
12 50
Total 24 100
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 15
Test 9: Unit 009 Understand How to Procure and Contract Energy Efficiency Measures
Duration: 45 minutes
Unit Outcome Number of questions
%
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
Duration: 50 minutes
Unit Outcome Number of questions
%
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
Duration: 45 minutes
Unit Outcome Number of questions
%
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
16 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
Test 12: Unit 014 Understand How to Monitor Work Progress Against Schedules
Duration: 45 minutes
Unit Outcome Number of questions
%
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
Duration: 40 minutes
Unit Outcome Number of questions
%
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 17
Test 14: Unit 016 Understand Principles for Informing the Client on Completion of Work
Duration: 45 minutes
Unit Outcome Number of questions
%
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
Duration: 50 minutes
Unit Outcome Number of questions
%
017 1 Understand the different building services engineering systems
4 36
2 Understand energy efficiency priorities 6 49
3 Understand the advantages of using building services engineering systems in buildings
1 15
Total 11 100
18 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
Test 16: Unit 018 Understand the Fundamental Principles and Requirements of Environmental Technology Systems
Duration: 1 hour 15 minutes
Unit Outcome Number of questions
%
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 19
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.
20 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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.
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 21
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
22 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 23
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
24 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 25
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
26 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 27
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
28 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 29
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
30 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 31
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
32 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
Range
5.1
effective ways of communicating
Verbal
face to face
telephone
Non-verbal
Written:
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 33
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
34 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 35
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
36 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 37
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
38 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 39
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
40 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 41
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
improved comfort and environment
reductions to heating and cooling costs
reducing moisture to building envelope
soundproofing qualities
42 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 43
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
44 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 45
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
46 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 47
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
48 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 49
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
50 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 51
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
52 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 53
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
54 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
Unit 008 Understand how to review regulatory issues and obtain consents
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
Energy efficiency measures:
heating, ventilation and air conditioning
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 55
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
56 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 57
Unit 009 Understand how to procure and contract 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
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
58 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 59
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
60 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 61
Unit 010 Understand how to plan and coordinate energy efficiency work
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
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
62 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
Guidance material:
regulatory requirements
codes of practice
industry schedules
technical information
Work activities:
energy efficiency measures
enabling works to building fabric
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 63
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
64 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 65
Unit 011 Understand how to manage, control and hand over energy efficiency works
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
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
heating, ventilation and air conditioning
telecommunications
special services and equipment
external works
Work:
energy efficiency measures
enabling works to building fabric
66 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 67
Buildings, installations & systems:
structure
materials
elements of the building fabric
finishes
power and light
heating and ventilating
telecommunications
movement of goods and people
special services and equipment
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
68 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 69
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
70 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 71
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
72 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 73
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
74 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
special services and equipment
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 75
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
76 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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 double glazed windows
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
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:
improved comfort and environment
reductions to heating and cooling costs
payback period
reducing emissions
reducing moisture to building envelope
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 77
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
78 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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 thermal (hot water)
solar photovoltatic
ground source heat pump
air source heat pump
micro-wind
biomass
micro-hydro
micro-combined heat and power (heat-led)
rainwater harvesting
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:
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 79
solar thermal (hot water)
solar photovoltatic
ground source heat pump
air source heat pump
micro-wind
biomass
micro-hydro
micro-combined heat and power (heat-led)
rainwater harvesting
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 thermal (hot water)
solar photovoltatic
ground source heat pump
air source heat pump
micro-wind
biomass
micro-hydro
micro-combined heat and power (heat-led)
rainwater harvesting
greywater re-use
4.2 identify typical disadvantages associated with each of the following technologies:
solar thermal (hot water)
solar photovoltatic
ground source heat pump
air source heat pump
micro-wind
biomass
micro-hydro
micro-combined heat and power (heat-led)
rainwater harvesting
greywater re-use
80 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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
City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03) 81
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.
82 City & Guilds Level 3 Certificate in Understanding Sustainable Energy Efficiency (6068-03)
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.
Useful contacts
UK learners
General qualification information
T: +44 (0)844 543 0033
E: learnersupport@cityandguilds.com
International learners
General qualification information
T: +44 (0)844 543 0033
F: +44 (0)20 7294 2413
E: intcg@cityandguilds.com
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
E: centresupport@cityandguilds.com
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)
E: singlesubjects@cityandguilds.com
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
E: intops@cityandguilds.com
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
E: walledgarden@cityandguilds.com
Employer
Employer solutions, Mapping, Accreditation, Development Skills, Consultancy
T: +44 (0)121 503 8993
E: business@cityandguilds.com
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: feedbackandcomplaints@cityandguilds.com
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
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London EC1A 9DD
T +44 (0)844 543 0000
F +44 (0)20 7294 2413
www.cityandguilds.com
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