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Overview of Course
What is BREEAM In-Use? The BREEAM In-Use process How ratings are calculated Understanding roles
Client Auditor BRE Global
How to use the system Performance management Certification process Next steps
Existing New
Buildings contribute 40% of total UK carbon emissions Total UK commercial office and warehousing floor space growth of 1-2% per year as percentage of existing (for a typical year)
BRE FB26 - Energy efficiency in new and existing buildings - Comparative costs and CO2 savings
Ecological footprint
Ecological footprint
Who is it for?
Owners/occupiers/investors to: monitor the sustainability specification of their buildings, assess management and organisational practices, produce action plan to manage and improve sustainability of the asset and occupying organisation.
Change behaviour
Key terms
Glossary
Asset: An asset defines the boundaries of which an preassessment can be carried out on a building, these boundaries being decided by the Client. For example: The whole building, A floor of a building, Room of a building, Wing of a building, Separately managed tenanted areas. Note: An asset cannot include more than one building.
Glossary
Auditor: A BRE Global licensed practitioner qualified to assist Clients in the completion of their pre-assessment and/or to verify the pre-assessment within the terms of the Scheme, in order to provide certification. BREEAM In-Use Online System A web based software system used by: Clients (and Auditors acting on behalf of Clients) to conduct BREEAM In-Use pre-assessments, and; Auditors to verify the accuracy of their Clients preassessment or measurement.
Glossary
Client: A person, business or organisation using the BREEAM In-Use process to pre-assess the assets they represent. Portfolio: A collection of assets owned or rented by an individual, group or company, represented by the Client.
Glossary
Pre-assessment: The process of producing dynamic scores against any, or all of the three sections of the BREEAM In-Use standard, generated by answering a series of questions falling under to the BREEAM In-Use Standard. Pre-assessments are produced by either any qualified Client user or licensed Auditors, for use in internal sustainability reporting and ongoing performance management. From start to finish the online pre-assessment process is designed to take no longer than 4 hours for each asset.
Glossary
Verification: The process of cross-referencing evidence to verify pre-assessments submitted from the Client-side, completed by licensed BREEAM In-Use Auditors. Certification: Issuing certificates against Parts 1, 2 or 3 of the BES 5058, Standard to Clients, completed by licensed BREEAM In-Use Auditors on behalf of BRE Global.
Scope of Standard
This standard is relevant to all non-domestic commercial, industrial, retail and institutional buildings. Criteria is currently based on UK building regulations codes of practice, climatic conditions and energy methodology.
Adaptation methods
Two methods to allow confirmed ratings to be achieved outside of UK: 1. National Scheme Operator licensed to deliver countryspecific version under the International Code for a Sustainable Built Environment (ICSBE). Dutch Green Building Council 2. BRE Global-delivered national version sponsored by external organisation. Contact BRE Global for more information.
Becoming an Auditor
To become licensed as a BREEAM In-Use Auditor, Clients must complete training and examination offered by BRE Global. More information can be found at www.breeam.org/training. A number of pre-requisites apply: Delegates must also be a licensed assessor for one of the BRE Global Fire Risk, Energy or BREEAM assessor schemes. Independent Energy Scheme qualifications can also count towards becoming qualified. Note: Auditors may not provide verification services to Clients by whom they are directly employed.
Glossary
Credit: Awarded for meeting a specific environmental performance target within the BREEM In-Use questionnaire. Category: All credits are grouped into one of 9 categories e.g. energy, water, waste, management, materials Weighting: A percentage factor used to control the contribution of credits towards the assets final BREEAM In-Use rating. Raw credit scores are multiplied by the category weighting factor assigned, resulting in an overall points score used to determine the assets final rating.
Glossary
Point: The weighted value of a credit expressed as a percentage point. Rating: An overall classification resulting from pre-assessment questionnaire answers. The rating expresses the performance of an asset against the BREEAM In-Use assessment criteria and ranges from Unclassified, Acceptable, Pass, Good, Very Good, Excellent and Outstanding, depending on the number of points scored. The same ratings can also be expressed from one star to six stars, Pass being one star and Outstanding, six.
Rating calculation
Categories of pre-assessment
Categories of pre-assessment
Using the questionnaire, Clients are able to gauge the assets performance in the following categories: Management: overall management policy, commissioning, site management and procedural issues. Energy: operational energy and carbon dioxide (CO2) issues plus DEC, EPC and EMS. Health and Wellbeing: indoor and external issues affecting health and wellbeing. Materials: environmental implications of building materials used, including life-cycle impacts.
Categories of pre-assessment
Transport: transport-related CO2 and location-related factors such as staff travel. Waste: Storage, policy, waste management Water: equipment, management policies and maintenance programmes intended to reduce potable water consumption. Pollution: air and water pollution issues. Land Use: ecological value conservation and enhancement of the site.
Tier 1
Questions where only one of a number of options must be selected for an answer:
A varying number of credits are allocated to preset answer options. Some questions include answers as mandatory requirements for overall ratings!
By selecting different answers a predefined number of credits are awarded and mandatory requirements are satisfied:
Answer: Credits: (max 4) 1 2 3 4 As a mandatory requirement for an overall rating of: Pass Good Very Good Excellent
a) environmental policies and/or procedures which are under development b) environmental policies and/or procedures are developed c) environmental policies and/or procedures are endorsed by the board of directors/senior management d) environmental policies and/or procedures have been developed with stakeholders consultation in compliance with the guidance given in the relevant BIU appendix (a helpful standard is BS 8900:2006, section 4.2) and stakeholders comments have been integrated. e) Other or f) None
n/a
Tier 2
Tier 2 Multiple preset answer options.
Each answer option carries 1 credit. The maximum possible number of credits scored is the total number of available answer options. Some questions include answers as mandatory requirements for overall ratings!
By selecting multiple answers credits are accumulated and mandatory requirements are satisfied:
Answer: Credits (max 5): 1 1 1 As a mandatory requirement for an overall rating of: Pass Good Good
a) scope and objectives defined b) targets are set and monitored to ensure that actions are completed c) management arrangements include procedures to incorporate feedback from staff, Clients and other stakeholders
d) individual staff and/or champions are identified who 1 are accountable for implementation of the environmental policies, objectives and targets e) formal, regular training is provided for key environmental management staff 1
Very Good
Very Good
Tier 3
Tier 3 User defined answers.
Users are required to enter data specific to the asset or occupying organisation. Such questions do not include answers as mandatory requirements for overall ratings. Credits are instead scored for data availability.
Evidence
BREEAM In-Use Auditors are able to independently verify the answers provided to questions. Clients must collate evidence to validate answers, transferring this offline to Auditors at the point of preassessment submission. Auditors abide by a range of scheme requirements to ensure rigor and impartiality see Scheme Document SD096 for more information. A list of licensed Auditors can be found at www.greenbooklive.com.
Evidence
As part of the verification Clients should expect an Auditor to ask for the following: Copies (hard or electronic) of relevant documents Front covers of documents Relevant sections Policies Plans/drawings Photos If policies are referred to within the pre-assessment Auditors will want proof.
Evidence
Free text fields within the online system pre-assessment allow evidence to be referenced. Shared InfoPortal links etc can also be used.
KPIs
The online system is also being used by the International Sustainability Alliance to measure asset performance against 10 Key Performance Indicators. For a limited period of time, BREEAM In-Use Clients can access the KPI dashboard at no extra charge. For more information please visit www.internationalsustainabilityal liance.org.
Glossary
Portfolio log: The action of logging basic portfolio details to the online system, creating a record within which assets can be logged. Asset log: The action of logging basic asset details to the online system, creating a record against which measurements can be registered. Completed by online system users classified as either Portfolio Managers or the Portfolio Owner. Unless deleted by the users, logged portfolios and assets remain within the Clients online system account indefinitely.
Glossary
Asset measurement registration: Registering new measurements against the asset log to provide access to the BREEAM In-Use online questionnaire and unlimited pre-assessment scoring against a dynamic BREEAM In-Use dashboard and for a limited period of time a free KPI dashboards. Measurements remains live for a period of up to twelve months, or until a certificate or KPI report is issued by a BREEAM In-Use Auditor, whichever is sooner.
Glossary
Portfolio Owner:
Typically sustainability director or property directore for the Client organisation, Portfolio Owners have unlimited privileges within the BREEAM In-Use Online System, which, in addition to those held by Portfolio Managers (see below), will include: creating a online system account for their organisation purchasing credit and allocating Portfolio Managers and Asset Managers Portfolio Owners are the Clients main point of contact for BRE Global.
Glossary
Portfolio Manager:
Person or persons responsible for control of the BREEAM In Use Online System pre-assessment as applied to designated portfolios of the Client's real estate. Portfolio Managers: Log portfolios and assets for the Client organisation. Perform BREEAM In-Use pre-assessments and KPI measurements. Submit pre-assessments and measurements to Auditors for verification and certification.
Glossary
Asset Manager: Those identified by the Portfolio Manager as responsible for the pre-assessment of an asset. Portfolio Managers can also operate as Asset Managers. Typical business practice is for the Asset Manager to report to the Portfolio Manager. Licensed Auditor: A BRE Global licensed Auditor providing third party verification to the accuracy of a pre-assessment conducted by a Client user. Note: Auditors may act on behalf of the Clients by conducting pre-assessments.
Output
KPI Verification (verification gives the right to publicise rating) BREEAM In-Use Certification (certification gives the right to publicise rating) BREEAM In-Use Dashboard (live and dynamic update of pre-assessed rating)
Data Quality
Verified
Auditor
Training pathway: Prequalifications, BREEAM In-Use Auditor Training (see BREEAM website), Online Exam User classification:
Certified
Client
Training pathway: Online Exam
Login page
Home screen
Status of portfolio pre-assessment Team member responsible for pre-assessment of portfolio
Clients Asset Manager (currently termed Assessor by the system) responsible for pre-assessment of asset
Pre-assessment dashboard
Can log in as Clients Asset Manager can only view assigned measurements
Online questionnaire
Free text field for Client and Auditor comments
Answers
Offline questionnaire
An interactive pdf document with all possible answers in drop down menus or tick boxes.
Pre-assessment dashboard
Pre-assessment dashboard
Performance Management
System reports
Based on the relative consumption of the asset during the reporting period.
Fees
Measurement Registration Fee Certification Fee Recertification Fee Exam fee 190* 250 per certificate* 50 per certificate 75* *exclusive of VAT Auditor fees determined outside of online system.
Contacts
BREEAM at BRE Global Website: www.breeam.org Email: BreeamTechnicalCS@bre.co.uk Phone : 01923 664462 Post : BRE Global, Garston, Watford, WD25 9XX