Assessor Resource

CPPHSA4004
Review thermal performance of existing residences using non-rating tools and techniques

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency specifies the outcomes required to review the thermal performance of existing residences using non-rating tools and techniques.

The unit supports the work of home sustainability assessors and building thermal performance assessors engaged in reviewing the thermal performance of existing residences.

No licensing, legislative, regulatory, or certification requirements apply to this unit of competency at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Plan and organise review of thermal performance of existing residential building.

1.1.

Need for review of thermal performance of existing residential building is clarified with client.

1.2.

Effective communication strategies are used to assist in establishing rapport with client and in responding to client questions and concerns.

1.3.

Potential hazards are identified to ensure risks are suitably managed.

1.4.

Review is planned ensuring that health and safety of self and others are not compromised.

1.5.

Review documentation is prepared.

1.6.

Tools, equipment and other requirements for the review are identified and arrangements are made to ensure their availability on day of review.

1.7.

Owner or occupier status of client is determined.

1.8.

Client is advised of information that should be obtained prior to review and details of review are confirmed.

1.9.

Authority to proceed is obtained from client before commencing, and reconfirmed as appropriate during the review.

2.

Gather and analyse information on thermal performance of existing residence.

2.1.

Information required for conducting the thermal performance review is determined.

2.2.

Information is gathered from resident and measurements and observations are conducted during inspection of residence.

2.3.

Information is verified for accuracy and recorded using relevant data collection tool.

2.4.

Information is analysed to identify strengths and weaknesses of the thermal performance of residence.

3.

Assess options for improving thermal performance of existing residence.

3.1.

Sources of technical advice on building thermal performance are identified.

3.2.

Government rebates and other assistance programs for improving the thermal performance of existing residential buildings are identified.

3.3.

Options for improving thermal performance and reducing emissions of the residence are evaluated.

3.4.

Cost of options for improving thermal performance of the residence is estimated.

4.

Report outcomes of thermal performance review of existing residence.

4.1.

Results and recommendations, along with supporting evidence, are collated and documented.

4.2.

Estimated cost of proposed recommendations, associated reductions in costs and emissions, and improvements in thermal performance are documented.

4.3.

Results and recommendations, including estimated costs, are explained to client.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also review the thermal performance of three different existing residences using non-rating tools and techniques. The buildings must be drawn from the following classes of buildings under the National Construction Code (NCC): Class 1 buildings, sole occupancy units (SOU) in Class 2 buildings, or Class 4 buildings.

In doing the above, the person must:

gather the building information required to conduct a thermal performance review of the existing residence

identify options for improving the thermal performance of the existing residence, taking into account the type of building, ownership of building, cost and practicality

apply knowledge of:

Australian climatic zones

building thermal performance principles

non-rating tools and techniques

passive energy design principles

relationship between building thermal performance and thermal comfort

thermal performance properties of common building materials.

A person demonstrating competency in this unit must demonstrate knowledge of:

Australian climatic zones:

different climatic zones and their characteristics

climate data used in thermal performance review:

diurnal temperature range

humidity

irradiance

minimum and maximum temperature

solar geometry

wind speed and direction

building materials:

constraints on choice of building materials:

availability

compliance with relevant codes, standards and legislation

cost

practicality

size

space

embodied energy and life cycle properties of building materials

thermal performance properties of common building materials

building thermal performance:

relationship between building thermal performance and thermal comfort

sources of professional advice on thermal performance and when referral to a registered practitioner or other licensed professional / consultant is required

thermal performance principles:

glazing, shading and insulation for controlling temperature

orientation

thermal mass for storing

ventilation

thermal performance ratings:

current rating requirements

documentation of ratings

legal requirements

sources of information

uses

ways of improving thermal performance of existing residential buildings:

draught proofing

glazing

insulation

landscaping and planting

shade

structural changes

ventilation

window and floor coverings

commonwealth, state or territory, and local government legislation and regulations impacting on thermal performance review relating to:

building thermal performance

environment protection

privacy

work health and safety (WHS)

data collection tools and techniques:

advantages and disadvantages of non-rating data collection tools and techniques

types of non-rating tools and techniques

energy and power:

terminology:

energy

energy efficiency

power

primary energy source

units of measurement

uses, cost and environmental impact of energy in residential buildings

greenhouse gas emissions:

relationship between building design, energy consumption and greenhouse gas emissions

ways of reducing greenhouse gas emissions through building design

thermal comfort:

definition of thermal comfort

physical factors that influence thermal comfort

requirement for thermal comfort.

The following must be present and available to learners during assessment activities:

equipment:

data collection tool

materials:

relevant codes, standards and regulations relating to thermal performance of residential buildings

physical conditions:

residential buildings from the NCC classes of buildings specified in the performance evidence

householders for provision of information relevant to thermal performance review of buildings

relationships with team members and supervisor:

assessment activities are performed on an individual basis under general supervision.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element. Where bold italicised text is used, further information is detailed in the range of conditions.

1.

Plan and organise review of thermal performance of existing residential building.

1.1.

Need for review of thermal performance of existing residential building is clarified with client.

1.2.

Effective communication strategies are used to assist in establishing rapport with client and in responding to client questions and concerns.

1.3.

Potential hazards are identified to ensure risks are suitably managed.

1.4.

Review is planned ensuring that health and safety of self and others are not compromised.

1.5.

Review documentation is prepared.

1.6.

Tools, equipment and other requirements for the review are identified and arrangements are made to ensure their availability on day of review.

1.7.

Owner or occupier status of client is determined.

1.8.

Client is advised of information that should be obtained prior to review and details of review are confirmed.

1.9.

Authority to proceed is obtained from client before commencing, and reconfirmed as appropriate during the review.

2.

Gather and analyse information on thermal performance of existing residence.

2.1.

Information required for conducting the thermal performance review is determined.

2.2.

Information is gathered from resident and measurements and observations are conducted during inspection of residence.

2.3.

Information is verified for accuracy and recorded using relevant data collection tool.

2.4.

Information is analysed to identify strengths and weaknesses of the thermal performance of residence.

3.

Assess options for improving thermal performance of existing residence.

3.1.

Sources of technical advice on building thermal performance are identified.

3.2.

Government rebates and other assistance programs for improving the thermal performance of existing residential buildings are identified.

3.3.

Options for improving thermal performance and reducing emissions of the residence are evaluated.

3.4.

Cost of options for improving thermal performance of the residence is estimated.

4.

Report outcomes of thermal performance review of existing residence.

4.1.

Results and recommendations, along with supporting evidence, are collated and documented.

4.2.

Estimated cost of proposed recommendations, associated reductions in costs and emissions, and improvements in thermal performance are documented.

4.3.

Results and recommendations, including estimated costs, are explained to client.

This section specifies work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included. Bold italicised wording, if used in the performance criteria, is detailed below.

Need for review must include at least one of the following:

building design or retrofit advice purposes

determining thermal performance profile and identifying opportunities for improving thermal performance

legislative, regulatory and compliance purposes.

Information must include at least six of the following groups:

air leakage features:

fans

wall vents

attachments to other buildings externally

construction materials

glazing

insulation levels:

ceiling

floors

walls

orientation

overshadowing

shading

thermal mass

ventilation

window size and type

zoning and layout.

Data collection toolmust include at least one of the following:

calculator

checklist and form

questionnaire

table

thermal tool.

A person demonstrating competency in this unit must satisfy the requirements of the elements, performance criteria, foundation skills and range of conditions of this unit.

The person must also review the thermal performance of three different existing residences using non-rating tools and techniques. The buildings must be drawn from the following classes of buildings under the National Construction Code (NCC): Class 1 buildings, sole occupancy units (SOU) in Class 2 buildings, or Class 4 buildings.

In doing the above, the person must:

gather the building information required to conduct a thermal performance review of the existing residence

identify options for improving the thermal performance of the existing residence, taking into account the type of building, ownership of building, cost and practicality

apply knowledge of:

Australian climatic zones

building thermal performance principles

non-rating tools and techniques

passive energy design principles

relationship between building thermal performance and thermal comfort

thermal performance properties of common building materials.

A person demonstrating competency in this unit must demonstrate knowledge of:

Australian climatic zones:

different climatic zones and their characteristics

climate data used in thermal performance review:

diurnal temperature range

humidity

irradiance

minimum and maximum temperature

solar geometry

wind speed and direction

building materials:

constraints on choice of building materials:

availability

compliance with relevant codes, standards and legislation

cost

practicality

size

space

embodied energy and life cycle properties of building materials

thermal performance properties of common building materials

building thermal performance:

relationship between building thermal performance and thermal comfort

sources of professional advice on thermal performance and when referral to a registered practitioner or other licensed professional / consultant is required

thermal performance principles:

glazing, shading and insulation for controlling temperature

orientation

thermal mass for storing

ventilation

thermal performance ratings:

current rating requirements

documentation of ratings

legal requirements

sources of information

uses

ways of improving thermal performance of existing residential buildings:

draught proofing

glazing

insulation

landscaping and planting

shade

structural changes

ventilation

window and floor coverings

commonwealth, state or territory, and local government legislation and regulations impacting on thermal performance review relating to:

building thermal performance

environment protection

privacy

work health and safety (WHS)

data collection tools and techniques:

advantages and disadvantages of non-rating data collection tools and techniques

types of non-rating tools and techniques

energy and power:

terminology:

energy

energy efficiency

power

primary energy source

units of measurement

uses, cost and environmental impact of energy in residential buildings

greenhouse gas emissions:

relationship between building design, energy consumption and greenhouse gas emissions

ways of reducing greenhouse gas emissions through building design

thermal comfort:

definition of thermal comfort

physical factors that influence thermal comfort

requirement for thermal comfort.

The following must be present and available to learners during assessment activities:

equipment:

data collection tool

materials:

relevant codes, standards and regulations relating to thermal performance of residential buildings

physical conditions:

residential buildings from the NCC classes of buildings specified in the performance evidence

householders for provision of information relevant to thermal performance review of buildings

relationships with team members and supervisor:

assessment activities are performed on an individual basis under general supervision.

Assessor requirements

As a minimum, assessors must satisfy the assessor requirements in the Standards for Registered Training Organisations (RTOs) current at the time of assessment.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Need for review of thermal performance of existing residential building is clarified with client. 
Effective communication strategies are used to assist in establishing rapport with client and in responding to client questions and concerns. 
Potential hazards are identified to ensure risks are suitably managed. 
Review is planned ensuring that health and safety of self and others are not compromised. 
Review documentation is prepared. 
Tools, equipment and other requirements for the review are identified and arrangements are made to ensure their availability on day of review. 
Owner or occupier status of client is determined. 
Client is advised of information that should be obtained prior to review and details of review are confirmed. 
Authority to proceed is obtained from client before commencing, and reconfirmed as appropriate during the review. 
Information required for conducting the thermal performance review is determined. 
Information is gathered from resident and measurements and observations are conducted during inspection of residence. 
Information is verified for accuracy and recorded using relevant data collection tool. 
Information is analysed to identify strengths and weaknesses of the thermal performance of residence. 
Sources of technical advice on building thermal performance are identified. 
Government rebates and other assistance programs for improving the thermal performance of existing residential buildings are identified. 
Options for improving thermal performance and reducing emissions of the residence are evaluated. 
Cost of options for improving thermal performance of the residence is estimated. 
Results and recommendations, along with supporting evidence, are collated and documented. 
Estimated cost of proposed recommendations, associated reductions in costs and emissions, and improvements in thermal performance are documented. 
Results and recommendations, including estimated costs, are explained to client. 

Forms

Assessment Cover Sheet

CPPHSA4004 - Review thermal performance of existing residences using non-rating tools and techniques
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

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Assessor name:

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Date:

Assessment Record Sheet

CPPHSA4004 - Review thermal performance of existing residences using non-rating tools and techniques

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: