Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

CPPHSA5002 Mapping and Delivery Guide
Assess thermal performance and energy efficiency of residential buildings

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency CPPHSA5002 - Assess thermal performance and energy efficiency of residential buildings
Description
Employability Skills
Learning Outcomes and Application This unit of competency specifies the outcomes required to use the regulatory and non-regulatory functions of a house energy rating software tool to assess the thermal performance and other energy-related features of residential buildings. It includes the competencies required to apply the full functions relating to thermal performance, including free running modes, and non-thermal performance functions that address factors, such as hot water, lighting, water use and embodied carbon dioxide.The unit supports the work of Nationwide House Energy Rating Scheme (NatHERS) assessors engaged in assessing and making recommendations for improving, the thermal performance of residential buildings.In some jurisdictions, this unit of competency may form part of the accreditation, licensing, legislative, regulatory or certification requirements for NatHERS assessors.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

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

equipment:

NatHERS software tool

computer equipment suitable for using NatHERS software tool

materials:

relevant codes, standards and government regulations

building documentation for residential buildings to be assessed

technical reference library with current publications on:

Australian climatic zones

building design and materials

house energy rating system (HERS)

building thermal performance for planned buildings

manufacturer product information on building products and materials

NatHERS

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.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Plan the assessment of residential building’s thermal performance and energy efficiency.
  • Need for assessment is clarified with client.
  • Effective communication strategies are used to assist in establishing rapport with the client and in responding to client questions and concerns.
  • Functions of software package to be used in assessment are identified.
  • Computer equipment required for the assessment is identified and checked for serviceability.
  • Potential risks are identified and suitably managed.
       
Element: Gather building and other relevant information.
  • Building and appliance information is extracted from building drawings, specifications and other documents; outcomes of site inspections; and discussions with client and other building professionals.
  • Information required for assessment is gathered, checked for accuracy, and where necessary verified with software developer, regulatory authorities and other building professionals, as required.
  • Site inspection of existing building, if required, is planned to gather information for assessment.
  • Potential hazards associated with conducting a site inspection of an existing building are identified to ensure risks are suitably managed.
  • Tools, equipment and other requirements for site inspection are identified and arrangements are made to ensure their availability on day of inspection.
  • Information required from client is obtained before conducting site inspection.
  • Details of site inspection are agreed with client before conducting inspection.
  • Site inspection is conducted and information required for assessment is gathered.
       
Element: Enter information into assessment tool.
  • Information on residential building is entered into the assessment tool.
  • Methods for entering information are used correctly.
       
Element: Conduct residential sustainability assessment.
  • Appropriate functions of assessment tool are used to generate outputs in relation to the thermal performance and sustainability of the building.
  • Advanced features of software are used.
  • Assessment tool outputs are identified and analysed.
  • Errors in data entry and assessment are identified and corrected.
       
Element: Identify options for improving residential sustainability.
  • Sources of technical advice on residential sustainability are identified.
  • Assumptions and limitations inherent in assessment tool are considered when interpreting outputs.
  • Assessment tool outputs are interpreted to identify strengths and weaknesses in the residential sustainability of building.
  • Government rebates and other assistance programs for improving residential sustainability are identified, as required.
  • Options for improving thermal performance and residential sustainability are identified by considering the outputs of the assessment and other criteria.
  • Impact of options is evaluated by modelling options using the assessment tool.
  • Costs of options for improving the residential sustainability of residence are estimated.
       
Element: Report outcomes of thermal performance assessment.
  • Results and recommendations, along with supporting evidence, are collated and documented.
  • Estimated cost of proposed recommendations and potential associated reductions in energy use, costs and greenhouse gas emissions are documented.
  • Results and recommendations of the residential sustainability assessment are explained to the client.
  • Reports and other documentation associated with residential sustainability assessment are securely stored to be readily retrieved.
       


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 the assessment of residential building’s thermal performance and energy efficiency.

1.1.

Need for assessment is clarified with client.

1.2.

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

1.3.

Functions of software package to be used in assessment are identified.

1.4.

Computer equipment required for the assessment is identified and checked for serviceability.

1.5.

Potential risks are identified and suitably managed.

2.

Gather building and other relevant information.

2.1.

Building and appliance information is extracted from building drawings, specifications and other documents; outcomes of site inspections; and discussions with client and other building professionals.

2.2.

Information required for assessment is gathered, checked for accuracy, and where necessary verified with software developer, regulatory authorities and other building professionals, as required.

2.3.

Site inspection of existing building, if required, is planned to gather information for assessment.

2.4.

Potential hazards associated with conducting a site inspection of an existing building are identified to ensure risks are suitably managed.

2.5.

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

2.6.

Information required from client is obtained before conducting site inspection.

2.7.

Details of site inspection are agreed with client before conducting inspection.

2.8.

Site inspection is conducted and information required for assessment is gathered.

3.

Enter information into assessment tool.

3.1.

Information on residential building is entered into the assessment tool.

3.2.

Methods for entering information are used correctly.

4.

Conduct residential sustainability assessment.

4.1.

Appropriate functions of assessment tool are used to generate outputs in relation to the thermal performance and sustainability of the building.

4.2.

Advanced features of software are used.

4.3.

Assessment tool outputs are identified and analysed.

4.4.

Errors in data entry and assessment are identified and corrected.

5.

Identify options for improving residential sustainability.

5.1.

Sources of technical advice on residential sustainability are identified.

5.2.

Assumptions and limitations inherent in assessment tool are considered when interpreting outputs.

5.3

Assessment tool outputs are interpreted to identify strengths and weaknesses in the residential sustainability of building.

5.4.

Government rebates and other assistance programs for improving residential sustainability are identified, as required.

5.5.

Options for improving thermal performance and residential sustainability are identified by considering the outputs of the assessment and other criteria.

5.6.

Impact of options is evaluated by modelling options using the assessment tool.

5.7.

Costs of options for improving the residential sustainability of residence are estimated.

6.

Report outcomes of thermal performance assessment.

6.1.

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

6.2.

Estimated cost of proposed recommendations and potential associated reductions in energy use, costs and greenhouse gas emissions are documented.

6.3.

Results and recommendations of the residential sustainability assessment are explained to the client.

6.4.

Reports and other documentation associated with residential sustainability assessment are securely stored to be readily retrieved.

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 use the regulatory and non-regulatory functions of a house energy rating software tool to assess the thermal performance and other energy-related features of one residential building. The assessment must be undertaken using a Nationwide House Energy Rating Scheme (NatHERS) software tool accredited under NatHERS for regulatory purposes in a mode appropriate to the type of assessment.

In doing the above, the person must:

gather the required building information for assessment

correctly enter this information into a software tool with appropriate functions

identify and analyse the outputs of the assessment

make recommendations to improve the energy performance of residential building.

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

Australian climatic zones:

climate data used in thermal performance assessment:

diurnal temperature range

humidity

irradiance

maximum and minimum temperature

solar geometry

wind speed and direction

climatic zones and characteristics

building materials:

constraints on choice of building materials:

availability

compliance with codes, standards and legislation

cost

practicality

size

space

thermal performance properties of common building materials

building thermal performance:

benefits of thermal performance assessment

impact of building design on building thermal performance

impact of building materials on building thermal performance

relationship between building thermal performance and thermal comfort

thermal performance principles:

glazing, shading and insulation for controlling temperature

orientation for heating

thermal mass for storing

ventilation for cooling

thermal performance standards and ratings

ways of improving the thermal performance of residential buildings

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

building and construction

building thermal performance

consumer protection and trade practices

environment protection

occupational licensing

work health and safety (WHS)

energy and power:

terminology:

energy

energy efficiency

energy loads

heating and cooling loads

latent heat

power

primary energy source

units of measurement

uses, cost and environmental impact of energy use in residential buildings

greenhouse gas emissions:

embodied carbon dioxide

relationship between building design, space heating and cooling, water heating, lighting water use, fuel source, energy consumption and greenhouse gas emissions

types of greenhouse gases

ways of reducing greenhouse gas emissions

life cycle approach in building sustainability assessment

passive energy design:

benefits of passive design

principles of passive design

relationship between passive design, energy consumption and greenhouse gas emissions

residential energy use:

appliances

equipment

external installations

fittings

fixtures

fuel sources

occupant use of building

sources of energy consumption

residential heating and cooling:

appliances

carbon dioxide emissions

energy consumption

energy efficiency measures

methods

types

residential lighting:

carbon dioxide emissions

energy consumption

energy efficiency measures

types

residential water use:

appliances

carbon dioxide emissions

energy consumption

fittings

fixtures

types

water efficiency labelling and standards (WELS)

water efficiency measures and regulations

software tools:

assumptions and limitations inherent in software tools

building and other elements included in an assessment

correct operation of software

criteria for the selection of particular software tools

properties of materials, such as heat transfer coefficients and U-value, thermal resistance and R-value, reflectivity, absorptance, solar heat gain coefficient and emissivity

scope and function of software tools

types of software tools

thermal comfort:

definition of thermal comfort

physical factors that influence thermal comfort

requirement for thermal comfort

role of thermal comfort in building thermal performance assessments.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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 the assessment of residential building’s thermal performance and energy efficiency.

1.1.

Need for assessment is clarified with client.

1.2.

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

1.3.

Functions of software package to be used in assessment are identified.

1.4.

Computer equipment required for the assessment is identified and checked for serviceability.

1.5.

Potential risks are identified and suitably managed.

2.

Gather building and other relevant information.

2.1.

Building and appliance information is extracted from building drawings, specifications and other documents; outcomes of site inspections; and discussions with client and other building professionals.

2.2.

Information required for assessment is gathered, checked for accuracy, and where necessary verified with software developer, regulatory authorities and other building professionals, as required.

2.3.

Site inspection of existing building, if required, is planned to gather information for assessment.

2.4.

Potential hazards associated with conducting a site inspection of an existing building are identified to ensure risks are suitably managed.

2.5.

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

2.6.

Information required from client is obtained before conducting site inspection.

2.7.

Details of site inspection are agreed with client before conducting inspection.

2.8.

Site inspection is conducted and information required for assessment is gathered.

3.

Enter information into assessment tool.

3.1.

Information on residential building is entered into the assessment tool.

3.2.

Methods for entering information are used correctly.

4.

Conduct residential sustainability assessment.

4.1.

Appropriate functions of assessment tool are used to generate outputs in relation to the thermal performance and sustainability of the building.

4.2.

Advanced features of software are used.

4.3.

Assessment tool outputs are identified and analysed.

4.4.

Errors in data entry and assessment are identified and corrected.

5.

Identify options for improving residential sustainability.

5.1.

Sources of technical advice on residential sustainability are identified.

5.2.

Assumptions and limitations inherent in assessment tool are considered when interpreting outputs.

5.3

Assessment tool outputs are interpreted to identify strengths and weaknesses in the residential sustainability of building.

5.4.

Government rebates and other assistance programs for improving residential sustainability are identified, as required.

5.5.

Options for improving thermal performance and residential sustainability are identified by considering the outputs of the assessment and other criteria.

5.6.

Impact of options is evaluated by modelling options using the assessment tool.

5.7.

Costs of options for improving the residential sustainability of residence are estimated.

6.

Report outcomes of thermal performance assessment.

6.1.

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

6.2.

Estimated cost of proposed recommendations and potential associated reductions in energy use, costs and greenhouse gas emissions are documented.

6.3.

Results and recommendations of the residential sustainability assessment are explained to the client.

6.4.

Reports and other documentation associated with residential sustainability assessment are securely stored to be readily retrieved.

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.

Functions of software package must include:

building thermal performance:

conditioned mode

non-conditioned mode

non-building thermal performance:

embodied carbon dioxide

energy consumption

lighting

operational carbon dioxide

plug-in appliances

water heating

water use.

Information must include:

appliances

non-standard and complex building materials, designs and other features

occupant usage.

Options must include at least two of the following:

behaviour change

construction materials

energy-efficient appliances

glazing

indigenous planting

insulation levels

landscaping and planting

orientation

overshadowing

passive heating and cooling

re-use and recycling of products

size

style

thermal mass

type of glazing

ventilation

water conservation strategies

window

zoning and layout.

Criteria must include at least one of the following:

availability of rebates and other assistance programs

cost

intended use of the building

occupant preferences

ownership of the building

practicality.

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 assessment is clarified with client. 
Effective communication strategies are used to assist in establishing rapport with the client and in responding to client questions and concerns. 
Functions of software package to be used in assessment are identified. 
Computer equipment required for the assessment is identified and checked for serviceability. 
Potential risks are identified and suitably managed. 
Building and appliance information is extracted from building drawings, specifications and other documents; outcomes of site inspections; and discussions with client and other building professionals. 
Information required for assessment is gathered, checked for accuracy, and where necessary verified with software developer, regulatory authorities and other building professionals, as required. 
Site inspection of existing building, if required, is planned to gather information for assessment. 
Potential hazards associated with conducting a site inspection of an existing building are identified to ensure risks are suitably managed. 
Tools, equipment and other requirements for site inspection are identified and arrangements are made to ensure their availability on day of inspection. 
Information required from client is obtained before conducting site inspection. 
Details of site inspection are agreed with client before conducting inspection. 
Site inspection is conducted and information required for assessment is gathered. 
Information on residential building is entered into the assessment tool. 
Methods for entering information are used correctly. 
Appropriate functions of assessment tool are used to generate outputs in relation to the thermal performance and sustainability of the building. 
Advanced features of software are used. 
Assessment tool outputs are identified and analysed. 
Errors in data entry and assessment are identified and corrected. 
Sources of technical advice on residential sustainability are identified. 
Assumptions and limitations inherent in assessment tool are considered when interpreting outputs. 
Assessment tool outputs are interpreted to identify strengths and weaknesses in the residential sustainability of building. 
Government rebates and other assistance programs for improving residential sustainability are identified, as required. 
Options for improving thermal performance and residential sustainability are identified by considering the outputs of the assessment and other criteria. 
Impact of options is evaluated by modelling options using the assessment tool. 
Costs of options for improving the residential sustainability of residence are estimated. 
Results and recommendations, along with supporting evidence, are collated and documented. 
Estimated cost of proposed recommendations and potential associated reductions in energy use, costs and greenhouse gas emissions are documented. 
Results and recommendations of the residential sustainability assessment are explained to the client. 
Reports and other documentation associated with residential sustainability assessment are securely stored to be readily retrieved. 

Forms

Assessment Cover Sheet

CPPHSA5002 - Assess thermal performance and energy 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

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

CPPHSA5002 - Assess thermal performance and energy 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: