March 2014 A National Energy Efficiency Program Accredited Assessor Training Course - Lighting 2015

March 2014

A National Energy Efficiency Program

Accredited Assessor Training Course - Lighting

2015

Housekeeping

Duration

Breaks

OH&S

Evacuation

Turn off mobile phones

Course coverage

1. About CBD Lighting Assessments

2. Understanding the rules

3. The assessment form

4. Example assessments

5. Assessing your knowledge

Topic 1

About CBD Tenancy Lighting Assessment’s

The CBD program is the initiative of the Council of Australian Governments (COAG).

The program was established under the Building Energy Efficiency Disclosure Act 2010 and is managed by the Australian Government Department of Industry

Designed to promote the disclosure of energy efficiency information of large Australian office buildings with an outcome of improving the energy efficiency of these buildings.

What is the CBD program

Paul BANNISTER

Notes at the bottom need updating

Objective of the CBD program

To disclose consistent and meaningful energy efficiency information about large office buildings that are for sale or lease to everyone (buyers, sellers and tenants).

This information empowers the market with information that encourages energy efficiency improvements.

Twin impacts – better price for efficient buildings, and lower greenhouse gas impacts.

What is Building Energy Efficiency Certificate

Under the Building Energy Efficiency Disclosure (BEED) Act 2010─ A Building Energy Efficiency Certificate (BEEC) is required for

sale, lease or sub-lease office space of 2,000m² or more.

The BEEC is comprised of three parts─ Part 1 - A base/ whole building NABERS rating─ Part 2 - A Tenancy Lighting Assessment─ Part 3 - Energy efficiency guidance for building owners and

tenants

What is a CBD Tenancy Lighting Assessment? An assessment of the energy efficiency of

office lighting systems─ Lighting power density

“General lighting system” - primarily open plan lighting Nominal – not the same as BCA Part J6

─ Control capacity No judgment on effectiveness

Doesn’t assess actual consumption─ What it can do – not how it is currently used

Why have the assessments?

Provide information to prospective tenants or owners about the efficiency of the system─ Effects cost to run of different spaces─ Effects NABERS Tenancy Energy ratings.

Provides guidance to owners / tenants to upgrade inefficient lighting systems

Leasa App – assisting tenants to choose energy efficient office space

Guiding principles

Fair comparison between tenancies Robust and repeatable Cost effective and timely

Extract from sample BEECBEEC – Cover page

NABERS Rating

Building details

Assessor details

Lighting Assessment coverage

Energy efficiency guidance

Extract from sample BEECBEEC – Part 1

NABERS Energy Star Rating

Assessment of building energy performance NABERS Assessor who conducted the rating

NABERS Rating scope, area and hours

BEEC – Part 2

Assessment of General Lighting System efficiency

─ Power density─ Control capacity

Extract from sample BEEC

Note: Base building lighting efficiency covered by NABERS rating

Extract from sample BEECBEEC – Part 3

General energy efficiency guidance

This information comes with all BEECs

Who can do a Tenancy Lighting Assessment Accredited CBD assessor

─ Check the CBD website www.cbd.gov.au

Training requirements─ Must be a fully accredited NABERS assessor

─ Attend this session and pass the accreditation exam

─ Pass the CBD program module (online via CBD website)

─ Register for the CBD assessor portal (instructions provided by CBD team)

http://www.cbd.gov.au/

Processes and procedures

Customer─ Agree fee for services including possible initial site

investigation─ Obtain required information

Tenants─ Negotiate access, ensure all parties are aware that someone

will be entering their offices to assess lighting, sometimes you may need to do it after hours

Security and OH&S─ Follow all site and tenant induction and OH&S requirements─ Have general and site specific safe work methods statements

Lighting Assessment process

Site inspection

Complete the Tenancy Lighting Assessment (TLA) form

Submit TLA form to CBD team

CBD team auditing the TLA application

CBD team issue a TLA assessment number

Assessment timing

Lodge assessment within 4 months of assessment date (1st day of site inspection)

Up to 15 days to process TLA application

Up to 28 days to process a BEEC application

Inform clients of processing timeframes

No prioritisation

Record keeping processes

Retain records for seven years Retain primary data from assessment

─ Site photos notes and marked up drawings─ Leases or contractual agreements used in assessments

Summary data only is not acceptable─ Must be sufficient for an assessor / auditor to repeat

accurately the assessment from documentation only

All evidence needs to be provided to the CBD administrator upon request

Record keeping processes

Logical filing of evidence is essential

Poor documentation is the primary cause for failing audits

Rating form provides guidance on documentation requirements

Lighting assessments can be audited up to seven years after the BEEC has been issued

Administrative processes Submission requirement

─ 4 months from date of first inspection to submission

Validity of assessment─ Valid for 12 months from certification date

Interpretation of rules – CBD administrator

Dispute resolution─ With client─ With CBD administrator

Topic 2

Understanding the rules

Functional spaces Break areas to assess into separate functional

spaces Separate assessment per functional space

Acceptable names for a functional space when part floor is selected:─ Level 1, West Tenancy─ Level 10, East

Not acceptable part floor functional space name:─ 10 or 12.03─ Open office─ Suite 103

Functional space area

Maximum size is the smaller of:─ Whole tenancy; or ─ Whole floor

Can define functional spaces to be the same as used for the NABERS rating

NLA required for the whole functional space─ NLA to give perspective but not critical─ Areas already required for NABERS rating so should be

available

Naming functional spaces - example

This is on level 2 of the building

Acceptable use names of:─ Level 2 Suite 1─ Level 2 Suite 2

Unacceptable use names of:─ 12.03─ Open Office─ Suite 103

General lighting system

Lighting to illuminate the workstation areas of the tenancy

May include “base building” and “fit-out” fittings

Not desk-top task lighting

Feature lighting is captured under some assessment methodologies

Both are part of the general lighting system

General lighting system

Do not assess the quality of luminaires─ Poor optics

─ Dirty / old

─ Failed lamps

Do not assess the quantity of light─ Low lux levels

─ Dark areas

General lighting system - example

Included─ Troffers

─ Up lights

Excluded─ Exit lights

─ Emergency lights

Both are part of the general lighting system

Exit lights are excluded

General lighting system identification

YesNo

Yes

Yes

No

Yes

Group exercise – identify the general lighting system

Work in a group, identify the general lighting system from the photos and plans downloaded

You have 15 minutes

General lighting system exercise 1



General lighting system exercise 3a


1200x600 grid

General lighting exercise 5

1200x600 grid

Nominal Lighting Power Density

NLPD─ Applies to general lighting system only

─ Dependent on luminaire power, number of luminaires and area

─ The possible assessment methods are Grid based

Aggregate method (contains 3 options )

Typical range 6 – 20 W/m2

─ Most buildings in 8 – 15 W/m2 range

Nominal Lighting Power Density

Five categories:─ “Very poor” >18.1W/m²─ “Poor” 15.1-18W/m²─ “Median” 10.1-15W/m²─ “Good” 7.1-10.0W/m²─ “Excellent” <7W/m²

Identifying luminaires

Definition of terms

Luminaire naming conventions

Counting lamps

Determining nominal lamp power

Luminaire naming conventions

Suggested option─ XXabb

XX is a luminaire body code (2 or more letters) a is the number of lamps (single digit number) bb is the nominal power of each lamp - typically 2 digits but may

be 3 or more

─ If you need more information, precede with a plus sign

RT236 is a 2x36W recessed troffer

RT236 + LVR for louvred diffuser

Counting lamps

Must physically sight the lamps

Diffusers and reflectors can give misleading lamp images

Luminaire on the right has a single T8 lamp

Determining lamp power

Use the nominal lamp power

Written on the lamp’s tube or base

Where unsafe to inspect use nominal 50W lamp power for halogen downlights

Luminaire control gear fundamentals

Identifying ballast types

Identifying transformer types

Determining luminaire power

Identifying Ballast Types

Using the ballast discriminator

T5 – electronic only

Looking up lamp model

Inspecting lamp connection

Identifying Transformer Types

Visual inspection─ Magnetic – larger, heavier

─ Smaller – details written on transformer

─ Use of ballast discriminator is not permitted, too unreliable

Total luminaire power

NLP = nominal lamp power

Standardised figures only – NLP may differ from actual power

Total luminaire power Standardised figures only – NLP may differ from actual power

Other luminaire cases Voltage reduction devices, dimmers:

─ Assess as if no voltage reduction device or dimmer present

T5 adapters─ Assess as per T5 lamp of same type

If still not covered:─ Directly measure luminaire power or take from nameplate─ Ensure safe work methods are followed─ Engage specialist trades person if required

Luminaire defaults Where inspection not possible, defaults may

be used:─ Fluorescent: Highest T8 of same length─ GU10 Halogen downlight: 50W+mag transformer─ Other halogen/mercury vapour: 250W─ LED downlight: default figure based on aperture diameter─ LED retrofit linear: default based on length─ LED strip: 21W/m

These are conservative figures

T5 adapters

LED fittings

Luminaires – Documentation Requirements

Photos of each luminaire depicting lamp type, lamp power, number of lamps and control gear

AND/OR

As installed equipment lists

AND/OR

Results of individual luminaire power tests

X

X

OK for # lamps

OK for # lamps

Not OK for lamp W

Not OK for lamp W

X

XOK for grid

OK for lamp W

Group activity– identifying and naming luminaires Identify and name the luminaires shown in

each of the photographs provided

Try to identify

─ Luminaire type

─ Lamp power

─ Control gear type

─ Any additional information needed to work out total luminaire power

ANSWER• Recessed T5 troffer, • Can’t tell the power

without checking the lamp label

• Could be 28W (T5 HE) or 54W (T5 HO)

Luminaire identification 1

Dimensions 1.2m x 0.3m

T5 lamp

ANSWER• Recessed T8 troffer, • Can’t tell the power

without checking the lamp label

• Must use ballast discriminator to check control gear type


ANSWER• CFL Downlight • 2 lamps• Lamp power is 13W• Control gear – need to

check with ballast discriminator (or look up lamp model – this one is magnetic)



ANSWER• Halogen downlight• Can’t tell lamp power

from photo, could be 20W, 35W or 50W

• Visual inspection to find control gear type

• If unsafe to inspect – assume 50W lamp with magnetic transformer

Luminaire type evidence

Visual inspection of the luminaires

Photographs of the system components

─ Lamps─ Evidence of ballast/transformer type─ Overall luminaire

Luminaires

Any questions on luminaire identification?

Assessing NLPD

Four methods

Grid method – works for open plan with regular grid

3 aggregate methods – increasingly flexible methods for sites that are more complex

Assessing NLPD

When is a Functional Space assessable?

A functional space is assessable if:

─ It contains >50m² of qualifying office space AND─ Qualifying office space is >15% of area AND─ There is an existing or proposed lighting system for these

areas

Qualifying office space = space for workstations or desks

─ Excludes meeting rooms, reception areas, function rooms, toilets, kitchens, storage and utility, 2-walled corridors

Aggregate Method 2 - suitable space

Building Core – NO

Open plan - OK

Cell office - OK

Cell office - OK

Cell office - OK

Cell office - OK

Meeting rooms, etc NO

Server room – NO

Tea room – NO

Resource room – NO

Corridors – not OK

Non-assessable functional space documentation requirementsFloor plan or dimensioned mock-up showing

qualifying office space <50m² or <15% of functional space area AND/OR

Photos showing lack of lighting system AND Site notes identifying lack of proposed system

Grid method of assessment

Permitted when

─ Simple repeating block consisting of up to two luminaires covering open plan area of at least 50% of the space area or 250m², whichever is smaller; AND

─ Less than 5% (by wattage) deviation from the repeated block; AND

─ Documentation requirements for grid method can be met

Grid method of assessment

Use for regular arrays

Identifying the array

Measure the grid spacing

─ Need actual measurement of tile size – don’t assume

1.2m0.6m

4 tiles2 tiles

Grid spacing

1350

450

1200

400

Grid spacing

Look for repeating patterns

In this example, assume a 1200x600 grid tile

Alternate spacing 2400 and 1800

Average 2400x2100 spacing

Grid spacing

Staggered array

Area per luminaire

Grid spacing

Another staggered array

Do not be confused

─ Look for the symmetry

Grid Method Documentation Requirements

Reflected ceiling plan (Plan/mock up/photo) demonstrating grid; AND

Plan/mock up showing that the minimum coverage requirement is met; AND

Photos/site notes/drawings showing that non-standard fittings < 5% watts across open plan; AND

Photos/site notes identifying qualifying luminaire types in grid

Grid Method - suitable space Repeating

block:

─ >50% functional space area

─ >250m²

<5% of luminaires in open plan not same as main luminaire

Grid Method - unsuitable space Perimeter

luminaire>5% by wattage

Aggregate Method 1 – Open Space

Permitted when

─ There is open plan area of at least 50% of the space area or 250m², whichever is smaller; AND

─ Documentation requirements for Aggregate Method 1 can be met

Use for most irregular or multi luminaire configurations where there is enough open plan

Aggregate Method 1

Identify an open plan space that:

─ Is either>50% of space area or>250m², whichever is smaller

─ Contains all the luminaire types used in the open plan area in a similar proportion to the open plan area as a whole

OR, if no such space available

─ Use the whole open plan qualifying office space

Aggregate Method 1

Prepare drawing of sample space

Calculate sample space area better than 5% accuracy

Count all luminaires in sample space

Enter data into spreadsheet

Aggregate Method 1 Documentation Requirements Reflected ceiling plan (Plan/mock up/photo)

demonstrating irregularity of layout; AND

Plan/mock up showing aggregate method sample space; AND

Photos/site notes identifying qualifying luminaire types in grid; AND

Site notes count of all luminaires within aggregate method sample space

Example: Mix of luminaires

Open plan space

Two different luminaires

No regular spacing

Aggregate method 1 suitable provided documentation requirements can be met

Aggregate Method 1 - suitable space Sample space:

─ Open plan─ >250m² (316m²)─ Representative

mix of luminaires

Aggregate Method 1 - unsuitable space Includes non-open plan area

X

Aggregate Method 1 - unsuitable space Does not

include representative sample of luminaires

X

Aggregate Method 1 - unsuitable space Too small

─ <250m²

96m²

Aggregate Method 2 – Open space + cell offices

Permitted when

─ There is qualifying office space (open plan + cell offices) of at least 50% of the space area or 250m², whichever is smaller; AND

─ Documentation requirements for Aggregate Method 2 can be met

Use where there is inadequate open plan for the grid method or aggregate method 1

Aggregate Method 2

Identify a qualifying office space made up of open plan and cell offices that:

─ Is either>50% of space area or>250m², whichever is smaller

─ Contains all the luminaire types used in the open plan area in a similar proportion to the open plan area as a whole

OR, if no such space available

─ Use the whole qualifying office space

Aggregate Method 2

Prepare drawing of sample space

Calculate sample space area better than 5% accuracy



Aggregate Method 2 Documentation Requirements Reflected ceiling plan (Plan/mock up/photo)

demonstrating irregularity of layout; AND

Plan/mock up showing aggregate method sample space; AND

Photos/site notes identifying qualifying luminaire types in aggregate method sample space; AND

Site notes count of all luminaires within aggregate method sample space


Aggregate Method 2 – sample spaces

115m²Open plan space <250m² and <50% - too small for

aggregate method 1



286m² - OK



386m² - OK



179m² - too small



294m² - OK

Aggregate Method 3 – Entire Functional Space

Permitted when

─ Space cannot be assessed under Grid Method, Aggregate Method 1 or Aggregate Method 2; OR

─ Space is under 250m²

Use for small functional spaces or where the documentation is too poor to meet requirements for the other methods.

Aggregate Method 3

Identify area of Functional Space to 5% accuracy



Aggregate Method 3 Documentation Requirements Area of functional space to 5% accuracy

Photos/site notes identifying qualifying luminaire types in space; AND

Site notes count of all luminaires within functional space

Grid and Aggregate Methods exercise 1

How would you assess this space?

Tenancy is a single open office area of 240m²

Grid and Aggregate Methods exercise 2

How would you assess this space?

Grid and aggregate method assessment

Any questions on grid or aggregate method assessment?

Lighting control assessment

Assessed as “control capacity”

Assess only the control system’s capacity to deliver outcomes

No assumptions on how well it is actually working

Lighting controls

Control capacity assessed as Good, Moderate or Poor

Look at the main control system for the space

Two factors to consider

─ Switching zone size─ Control strategy

Control strategy

Three basic control strategies to assess

─ Manual─ Time based─ Occupancy based

Occupancy sensorsOccupancy control

─ Luminaires on supervisory control with occupancy sensors available

─ Luminaires hardwired to occupancy sensors─ Luminaires with occupancy sensor and timer control

Timer ControlTimer control

─ Luminaire connected to a supervisory control system─ Luminaire controlled by time switch─ Luminaire interlinked to turn off when security alarm set

Manual ControlManual control

─ Anything which doesn’t meet the requirements of timer or occupancy sensor control

Bell press switch is not sufficient evidence of a timer control system

Daylight sensors

Not included in control grading

May be integrated into occupancy sensors

Control Type Flow Chart

Control Technology Documentation Presence of occupancy control

─ Photos/docos for sensors AND─ Drawing/mock up of sensor locations OR count of sensors

Presence of supervisory control

─ Manuals, photo of interface, controllers, switch type

Presence of time switch

─ Manuals, photos, drawings

Manual Control – no documentation

Control Technology Documentation

Sketch or commentary reasonably demonstrating coverage of the occupancy/timer system is greater than 50%

Can’t document it?

─ Then you can’t claim that level of control─ Try the level below

Switching zone size

Three switching zone sizes to assess

─ Up to 100m²─ From 100 to 250m²─ Over 250m²

Assessment is based on the largest switching zone in the functional space

Control Capacity

Control Zone Documentation

Lighting control zone area documentation

─ Only required for spaces claiming occupancy control─ Marked up scale drawing showing fittings, control zones

and area of each control zone

Functional space area documentation

─ Only required for manual space control spaces under 250m²

Switching size example

Sensors marked in red

All areas are controlled by the occupancy sensors

Ceiling tile is 1.2m x 0.4m


Case 1 – motion on any sensor turns all the lights on

Switching zone size is >250m2

Control capacity is “moderate”


Case 2 – motion sensors control local area only

Largest switching zone size is <100m2

Control capacity = “good”

Effect of switching zone size

Small switching zone (50m²)

Large switching zone (2,000m²)

Control Capacity

Any questions on control capacity identification?

Proposed systems

Lighting system is to be upgraded within 3 months of the assessment date

Assessments cover both NLPD and control capacity

Must assess the existing system too

─ Proposed systems are not a substitute for an existing system assessment

Proposed system assessments are optional

Assessment of proposed systemMay arise from contractual commitment to

upgrade lighting system

─ Owner proposed lighting upgrade─ Make good provision

Must be contracted with an agreed completion date within 3 months of assessment date

Contract must be sighted by assessor

─ Retain copy of contract or relevant pages as evidence

Assessment of proposed system

Must be fully documented

─ Luminaire selections complete─ Control strategy clearly set out─ Control equipment selected

Assess existing and proposed

Difficult Buildings

Exemptions for Buildings

Denial of access or information to complete ratings

Non-assessable spaces for the TLA component

Exemptions from Disclosure Obligations

A building may apply for an exemption if:

─ It is used for police or security operations; or─ It can’t be assessed due to the characteristics of the

building or area of the building.

Submission of exemption application does not allow marketing or negotiation of the property until the exemption is granted.

Exemption - Process

Police or security operations

─ Gather details on the nature of operations within the building

─ Seek exemption from the Department of Industry under BEED Act Clause 17 (3) (a)

─ Note: Security is generally interpreted as being national as opposed to corporate or commercial security

• Provide detailed reasons in the application form why exemption is required.

• Exemptions are provided at the discretion of the Department.

Exemption - Process

Non assessable Building

─ Gather detailed evidence demonstrating why building is not assessable, e.g.Detailed reasons why rating can’t be completedAny statement from NABERS indicating a rating can’t be provided

─ Seek exemption from Department of Industry under clause 17(3)(b)

─ Record details on application form specifically identifying reasons why building is not assessable

Access Denial - Process

If a tenant/owner refuses access or information

─ Assessors can require information or access be provided by owners or tenants (lessees) if it is necessary for an assessment.The Department provides templates for requests

─ If an owner or lessee still refuses access or information after a request, they must apply for an exemption under clause 18(7). If access or information is refused without an exemption, this is a

breach of a civil penalty provision. Penalties apply.Exemptions granted under 18(7) may support claims of inability to

conduct an assessment under clause 17(3)(b);

Where a functional space does not allow a TLA Assessment An assessment may not be possible because

space is:

─ Under refurbishmentNo lighting system in place; orLighting system is incomplete (luminaires missing)

─ Non office fit-out Extensively fitted out with small cellular offices, meeting rooms or

conference rooms

Where a space does not qualify for an exemptionAssessor needs to include the space in the

assessment form

Mark the space as not assessable on the FS tab

Provide a reason why the space was not assessable

─ Include a reference to the clause in the rules used to determine the space as not assessable

Difficult Buildings

Any questions on exemptions, non-assessable spaces or denial of access?

Topic 3The Online TLA Assessment Form

and Single BEEC Application process

The Online Assessment Form

Online form

Contains all information used in assessments

Submit assessments through Portal

Can pre-fill and save parts before going to site

Downloadable PDF Summaries

The Single step BEEC Application- Complete whole BEEC process in one

application, TLA and NABERS combined.

Tracking of applications.

Increased validations to minimise returns for incorrect data.

CBD Assessor Portal User Manual.

The Online TLA Component

Building Overview

Luminaires

Functional Spaces

Individual area assessment details

Summary

Typical assessment workflow

Site information

Owner details Assessor details

Areas to be assessed

All functional spaces Space sizes

Luminaires used

Lamp types Lamp power Number of lamps

Functional space assessments

Site information

Building owner details

Site contact details

Assessor details

Rules and assessment form versions

Other comments and/or assumptions

Luminaires All luminaires used in

assessment

Can’t modify luminaire names

─ Delete and recreate if necessary

Add luminaires via button click

Delete luminaires via button click only

─ Can’t delete if in use

Functional spaces Data entered to automatically generate description for BEEC

Add new/delete unused spaces via button click

Quickly navigate to space forms

Functional space detailsNLPD

Control capacity

Performance comments

Proposed systems

Grid based methodBlock info

─ Luminaire type, ─ Quantity─ X Spacing (must be in metres)─ Y Spacing (must be in metres)─ Non-standard luminaires─ Standard luminaires

Aggregate methodCount and type of all luminaires

─ Each luminaire type needs a new line in the table

Total size of aggregate area (m²)

Control capacity

Start with control system type

Boxes requiring information will become visible

Automatically grades controls based on inputs

Evidence Describe documentation gathered for functional

space

All evidence fields that are presentmust be completed

Proposed systemDetails recorded on the functional spaces page

Click on “Add / remove proposed system”

Proposed systemAssess NLPD and

control capacity

No performance comments

Summary tabReview the information

Automated data completion check

Automatic submission to CBD administrator

Two downloadable summaries, one with all the data entered and a second to check that the main details are correct which will appear on the final BEEC.

Topic 4Next Steps and Further Information

Next steps

Complete on-line CBD training module

Successfully complete the examination

─ Exam will be sent to you within two weeks

Apply for accreditation within 6 months

─ $375 fee

Any questions?

Further information

Disclaimer

This presentation is intended to provide a summary about the Commercial Building Disclosure Program. The Program may be subject to change without notice. Readers should not act on the basis of the information provided in this presentation but should instead obtain legal advice.

Readers wanting further information may refer to the Program’s website.

While reasonable efforts have been made to ensure that the contents of this presentation are factually correct, the Australian Government does not accept responsibility for the accuracy or completeness of the contents, and shall not be liable for any loss or damage that may be occasioned directly or indirectly through the use of, or reliance on, this presentation.

www.cbd.gov.au;

[email protected]

Tel 1800 020 131

http://www.cbd.gov.au/

mailto:[email protected]

Documents

March 2014 A National Energy Efficiency Program Accredited Assessor Training Course - Lighting 2015