Assessor Resource

CPPHSA5004
Educate clients about thermal efficiency of residential buildings

Assessment tool

Version 1.0
Issue Date: April 2024


This unit of competency specifies the outcomes required to educate clients, including tradespeople, building professionals and end users, about the thermal efficiency features incorporated into the design of residential buildings. It includes assessing client awareness of the thermal efficiency features of buildings, educating clients about these features, and providing follow-up services.

The unit supports the work of NatHERS assessors engaged in educating clients about residential building thermal efficiency.

In some jurisdictions, this unit of competency may form part of the accreditation, licensing, legislative, regulatory or certification requirements for NatHERS assessors.

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.

Assess client awareness of thermal efficiency features of residence.

1.1.

Effective communication strategies are used to establish rapport with client and respond to client questions and concerns.

1.2.

Client awareness of thermal efficiency features of residence and the ways to maximise the benefits of those features is identified.

1.3.

Influences that impact on client attitudes to thermal efficiency features of residence are identified.

1.4.

Potential barriers to client maximising thermal efficiency features of residence are identified.

1.5.

Information needs of client in relation to the thermal efficiency features of residence are identified.

2.

Educate client about thermal efficiency features.

2.1.

Information on thermal efficiency features of residence and potential benefits of these features is provided to client.

2.2.

Practices and behaviours that maximise the effectiveness of the thermal efficiency features of residence are explained to client.

2.3.

Proactive strategies for supporting client adoption of recommended practices and behaviours are identified.

2.4.

Potential barriers to client adoption of recommended practices and behaviours, and strategies for overcoming these barriers, are identified in consultation with client.

3.

Provide follow-up services.

3.1.

Need for follow-up services is determined in consultation with client.

3.2.

Required follow-up services are identified and provided as agreed with 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 educate one client about the ways of maximising the effectiveness of the thermal efficiency features of a residential building.

In doing the above, the person must:

apply effective communication and interpersonal skills to build rapport with clients

assess client awareness of thermal efficiency features of their residence and ways of maximising the effectiveness of those features

explain to client how their practices and behaviours impact on the effectiveness of the thermal efficiency features of their residence

educate client about thermal efficiency features of their residence, including promoting client practices and behaviours that encourage effective use of the energy-efficient features of their residence

provide client with follow-up services.

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

behaviour change:

barriers to voluntary behaviour change

conditions necessary for behaviour change

factors that increase likelihood of voluntary behaviour change

models of behaviour change

personal and environmental factors that impact on behaviour change

stages of change

strategies for dealing with relapse

strategies to promote behaviour change

consultation models and approaches

patterns of occupant use of housing:

times of use

types of use

ways of determining types and times of use

thermal efficiency of residential buildings:

benefits of increasing thermal efficiency of residential buildings

role of assessor in promoting behaviour change

thermal efficiency features of houses

ways of optimising benefits of thermal efficiency installations in residential buildings

sources of information on thermal efficiency of residential buildings.

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

equipment:

computer equipment suitable for generating reports and accessing information on energy efficiency

materials:

clients requiring information on thermal efficiency of residential buildings

relevant codes, standards and government regulations

technical reference library with current publications on:

behaviour change

thermal efficiency

communication strategies

consulting models and strategies

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.

Assess client awareness of thermal efficiency features of residence.

1.1.

Effective communication strategies are used to establish rapport with client and respond to client questions and concerns.

1.2.

Client awareness of thermal efficiency features of residence and the ways to maximise the benefits of those features is identified.

1.3.

Influences that impact on client attitudes to thermal efficiency features of residence are identified.

1.4.

Potential barriers to client maximising thermal efficiency features of residence are identified.

1.5.

Information needs of client in relation to the thermal efficiency features of residence are identified.

2.

Educate client about thermal efficiency features.

2.1.

Information on thermal efficiency features of residence and potential benefits of these features is provided to client.

2.2.

Practices and behaviours that maximise the effectiveness of the thermal efficiency features of residence are explained to client.

2.3.

Proactive strategies for supporting client adoption of recommended practices and behaviours are identified.

2.4.

Potential barriers to client adoption of recommended practices and behaviours, and strategies for overcoming these barriers, are identified in consultation with client.

3.

Provide follow-up services.

3.1.

Need for follow-up services is determined in consultation with client.

3.2.

Required follow-up services are identified and provided as agreed with 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.

Thermal efficiency featuresmust include at least six of the following:

construction materials

draught proofing

floor coverings

glazing

insulation levels

landscaping and planting

orientation

passive heating and cooling

shade

skylights

thermal mass

ventilation

window coverings

window size, location and type

zoning and layout.

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 educate one client about the ways of maximising the effectiveness of the thermal efficiency features of a residential building.

In doing the above, the person must:

apply effective communication and interpersonal skills to build rapport with clients

assess client awareness of thermal efficiency features of their residence and ways of maximising the effectiveness of those features

explain to client how their practices and behaviours impact on the effectiveness of the thermal efficiency features of their residence

educate client about thermal efficiency features of their residence, including promoting client practices and behaviours that encourage effective use of the energy-efficient features of their residence

provide client with follow-up services.

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

behaviour change:

barriers to voluntary behaviour change

conditions necessary for behaviour change

factors that increase likelihood of voluntary behaviour change

models of behaviour change

personal and environmental factors that impact on behaviour change

stages of change

strategies for dealing with relapse

strategies to promote behaviour change

consultation models and approaches

patterns of occupant use of housing:

times of use

types of use

ways of determining types and times of use

thermal efficiency of residential buildings:

benefits of increasing thermal efficiency of residential buildings

role of assessor in promoting behaviour change

thermal efficiency features of houses

ways of optimising benefits of thermal efficiency installations in residential buildings

sources of information on thermal efficiency of residential buildings.

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

equipment:

computer equipment suitable for generating reports and accessing information on energy efficiency

materials:

clients requiring information on thermal efficiency of residential buildings

relevant codes, standards and government regulations

technical reference library with current publications on:

behaviour change

thermal efficiency

communication strategies

consulting models and strategies

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
Effective communication strategies are used to establish rapport with client and respond to client questions and concerns. 
Client awareness of thermal efficiency features of residence and the ways to maximise the benefits of those features is identified. 
Influences that impact on client attitudes to thermal efficiency features of residence are identified. 
Potential barriers to client maximising thermal efficiency features of residence are identified. 
Information needs of client in relation to the thermal efficiency features of residence are identified. 
Information on thermal efficiency features of residence and potential benefits of these features is provided to client. 
Practices and behaviours that maximise the effectiveness of the thermal efficiency features of residence are explained to client. 
Proactive strategies for supporting client adoption of recommended practices and behaviours are identified. 
Potential barriers to client adoption of recommended practices and behaviours, and strategies for overcoming these barriers, are identified in consultation with client. 
Need for follow-up services is determined in consultation with client. 
Required follow-up services are identified and provided as agreed with client. 

Forms

Assessment Cover Sheet

CPPHSA5004 - Educate clients about thermal efficiency of residential buildings
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:

Signature:

Date:


Assessment Record Sheet

CPPHSA5004 - Educate clients about thermal efficiency of residential buildings

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: