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Housing Stock Energy Assessment

Housing Stock Energy Assessment

After attending this course you will have:

  • Provide an understanding of the SAP energy rating, including the factors that affect the rating achieved by a particular dwelling and the data required to calculate the rating at different levels of precision (including RDSAP)
  • Discuss the benefits of the active management of energy efficiency information to a housing stock, including knowledge of the average SAP energy rating, identifying poorly performing properties and supporting applications for funding
  • Describe the alternative data management strategies that can be used to support the monitoring of the energy efficiency of housing stock and the planning of energy efficiency improvement programmes, including the use of NHER Auto Assessor with asset management databases
  • Discuss the practical issues which arise when implementing data management strategies.


  1. 9:30am Arrival and coffee
  2. 9:30am Introductions
    The concept of energy ratings and Energy Performance Certificates (EPCs)
    An overview of data required for SAP, RDSAP and the minimum data set to calculate a rating
  3. 10:30am Factors affecting the energy rating
    The relative effect of energy efficiency improvement measures
    How improvement measures are selected for inclusion in the EPC
    Comparing alternative heating systems, including heat pumps
    The differences between different versions of SAP/RDSAP
  4. 11:15am Break
  5. 11:30am Discussion of how housing stock energy efficiency data can be used for:
    Monitoring average SAP
    Planning improvement programmes
    Developing energy/affordable warmth strategies
    Supporting funding applications (potential sources of funding for energy efficiency improvements)
    Issuing EPCs
  6. 1:00pm Lunch
  7. 1:30pm Establishing a data management strategy
    Potential sources of data
    Data hierarchy
    How to improve partial data sets
    Procedures for updating data following installation of improvements
    Links to EPC data
  8. 2:30pm Break
  9. 2:45pm Discussion of practical issues
    Implications of defaults that may be assumed with partial data sets
    Factors that may be outside the landlord’s control that can affect the results
    Dealing with data sets with carrying levels of data available
    Preparing reports on data sets with varying levels of data available
  10. 3:45pm Questions/Discussion/Feedback
  11. 4:00pm Finish


This is a classroom based training day that looks at the alternative data management strategies that can be used to support the monitoring of the energy efficiency of a housing stock and the planning of energy efficiency improvement programmes.


This one day course is aimed at anyone with an interest in the energy assessment of their housing stock, e.g. asset managers, policy makers, energy assessors, etc., whether or not they are users of NHER Auto Assessor.

Course type: Classroom learning CPD hours: 5

Please note that licensed users of AutoAssessor and/or AutoAssessorPRO are entitled to at least one FREE place on this course. If you are a user of AutoAssessor/AutoAssessorPRO and would like to book a FREE place, please call us on 01908 442244 to book over the phone.

Course Details

September 27, 2017, 9:30 am – 4:00pm
Milton Keynes