BREEAM In-Use

1. BREEAM In-Use Half day workshop for Auditors and Clients

2. 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

3. Why BREEAM In-Use? 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)

4. 70% of these building pre-date 1985 Part L of Building Regs 40% of these building pre-date 1985 Part L of Building Regs Projected age of UK non-domestic buildings BRE FB26 - Energy efficiency in new and existing buildings - Comparative costs and CO2 savings

5. Shift in DEC distribution from 2009-2050

6. Ecological footprint Source: WWF Living Planet Report 2008

7. Ecological footprint USA 4.5 Source: WWF Living Planet Report 2008 UK 2.6 Japan 2.3 Germany 2.0 Global Average 1.3 Brazil 1.1 China 1

9. What is BREEAM In-Use? • The BREEAM In-Use assessment methodology launched in March 2009, is an Environmental and Sustainability Standard (BES 5058) designed to provide detailed and meaningful insight into the environmental performance of buildings throughout their entire operational life. • The Standard has been produced to enable the assessment of the environmental performance of: • the building (Asset Rating), • the operation of the building (Building Management Rating) and, • how Clients are managing their activities within the building (Organisational Rating).

10. 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.

11. BREEAM In-Use aims to…

12. Change behaviour

13. Reduce running costs

14. Improve staff productivity

15. Demonstrate commitment to Corporate Social Responsibility (CSR)

16. Provide a genuine badge of proven sustainability

17. Protect and enhance asset value

18. EDF Energy - Why interested in BREEAM In-Use? Help EDF Energy to achieve corporate sustainability targets reduce CO2 from offices & depots by 30% by 2012 reduce CO2 from transport by 20% by 2012 increase recycling of office & depot waste to 60% by 2012 no office and depot waste to landfill by 2020 To achieve this we need to understand status of sites, then identify & prioritise actions Need something that is effective and easy to use

19. EDF Energy – Approach to trial EDF property team gathered In-Use data BRE analysed & provided ratings of 19 buildings Presented in a range of graphical formats Prioritised range of measures to improve sustainability Currently providing more detailed recommendations and planning to roll-out across EDF portfolio in UK Interest from EDF colleagues overseas

20. “From our business perspective, this is a massive differentiator” ...Trudi Cummins, Partner C&W

21. Key terms…

22. Glossary • Asset: • An asset defines the boundaries of which an pre-assessment 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.

23. 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 Client’s pre-assessment or measurement.

24. 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.

25. 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.

26. 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.

27. BREEAM In-Use pre-assessment and certification pathway

28. 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.

29. Adaptation methods • Two methods to allow ‘confirmed’ ratings to be achieved outside of UK: • National Scheme Operator licensed to deliver country-specific version under the International Code for a Sustainable Built Environment (ICSBE). • Dutch Green Building Council • BRE Global-delivered national version sponsored by external organisation. • Contact BRE Global for more information.

30. 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.

31. The pre-assessment process

32. We are about to explore this stage. BREEAM In-Use pre-assessment and certification pathway

33. The pre-assessment process • This opens access to online and downloadable questionnaires that once completed, deliver pre-assessed ratings against any section of the BREEAM In-Use Standard. • Ratings are displayed on a dynamic dashboard providing a live update of the asset’s performance. • This enables Clients to continually evaluate and improve the performance of their asset, prior to seeking formal certification from licensed Auditors (optional).

34. The pre-assessment process in detail

35. How are ratings calculated?

36. 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 asset’s 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 asset’s final rating.

37. 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.

38. Rating calculation

39. Questions within Categories • Answers to 197 questions contribute to the overall Asset, Building Management and Organisational ratings. • Questions are split between Categories and can be shared between Sections. • Answers provided lead to a certain number of credits being scored, depending on the performance represented. • Credits are weighted subject to the question category and converted to ‘points’. Points determine the overall rating achieved. • Answers are not required to every question although a greater number of answers will generally result in a greater number of points being attained.

40. Categories of pre-assessment

41. Existing weightings (%)

42. Categories of pre-assessment • Using the questionnaire, Client’s are able to gauge the asset’s 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.

43. 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.

44. Questions within Categories • Three main question types are used: • Tier 1 - questions where only one of a number of preset answer options must be selected. • Tier 2 - questions with one or more preset answer options. • Tier 3 - questions where user defined answers are entered using free text fields. For example, the amount of waste annually produced by an asset sent to landfill, • For questions where an answer is entered via free text, the response is also used to calculate one or some of the 12 KPIs.

45. Questions within Categories • Although pre-defined answers apply to offices, retail and industrial buildings, ratings may still be achieved for different asset uses and organisations. • Various credits are awarded depending on the options selected / answers provided. • In addition to ‘tradable’ credits, there are certain mandatory requirements that must be attained in order to achieve a specific overall rating, • These are coupled to credit scores. • Please refer to the BREEAM In-Use Scoring Methodology document for more information – to be published.

46. How are questions displayed in the online tool?

47. 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! Tier 1

48. By selecting different answers a predefined number of credits are awarded and mandatory requirements are satisfied:

49. 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! Tier 2

50. By selecting multiple answers credits are accumulated and mandatory requirements are satisfied: