Retrofit in the UKLearning Lessons and Driving Policy

Dr Peter Rickaby

Director, Rickaby Thompson Associates Ltd

Member, Each Home Counts Implementation Board

Chair, BSI Retrofit Standards Task Group

UK Retrofit Milestones• Retrofit for the Future

• TSB | IUK £17m social housing retrofit programme

• 86 monitored projects: deep retrofit to 17 kgCO2/m2/yr

• The Green Deal• PAYS retrofit funding programme

• Failed due to lack of consumer incentive and high cost

• Energy Company Obligation (ECO)• Ongoing incremental retrofit funded by energy suppliers

• Dogged by poor standards and some technical disasters!

• Sustainable Traditional Buildings Alliance research• Protecting heritage buildings during retrofit

• Moisture management, online Guidance Wheel

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UK Retrofit Milestones• Publicly Available Specification (PAS) 2030

• Installer specification for retrofit• First edition (2012) “unfit for purpose”• New edition (2017) draws on NSAI SR 54

• CoRE | Retrofit Academy• Retrofit Coordinator training (200 graduates)

• RE:NEW• EIB funded London retrofit support programme• Retrofit risk management tools

• Each Home Counts (Bonfield) review• Review completed 2016• Industry-led implementation 2017-2020

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STBA Guidance Wheel

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RE:NEW Retrofit Risk Management

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START

TRIAGE MATRIX

DETAILED ASSESSMENT

IN-HOUSE EXPERTISE?

high risk

PROCESS

TOOLS

WATCH POINTS

FACT SHEETS

REFERENCES

STBAGUIDANCE

WHEEL

low risk

yes

RISK WORKSHOPS

DETAILAUDITS

MONITORING AND

EVALUATION

RETROFITCOORDINATOR

SUPPORTOPTIONS

no

PAS 2030: 2017What’s new?

• Requirement for designs• Scope of designs defined in the PAS• Installer may not proceed without a compliant design

• Focus on corners, junctions, edges and interfaces• Construction details required• Thermal bridges must be minimised• Measures Interaction Matrix

• Ventilation• No insulation without ventilation!• Existing ventilation must be upgraded if air-tightness is

improved by insulation or there is evidence of poor IAQ

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Measures Interaction Matrix

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Twenty-seven recommendations• Consumer protection• Advice and guidance• Quality and standards• Skills and Training• Compliance and Enforcement• Insulation and building fabric• Smart meters• Home energy technologies

Each Home Counts: Implementation

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Whole-House Assessment

Design

Installation

Commissioning

Handover

Retrofit Code of Conduct

(behaviour)

Retrofit Codeof Practice

(technical standards)

Quality Mark (mandatory for publicly

funded retrofit)

Guidance

Training

Data Warehouse

(records of all retrofit)

QA Scheme -Enforcement

Monitoring and Evaluation

Standards Advice, skills, training Retrofit Process Quality Assurance

Feedback

Information and Advice Hub

Retrofit Consumer

Charter

BSI Retrofit Standards Task Group

• Develop a framework of retrofit standards• Improve functionality and durability of buildings

• Improve the comfort and well-being of occupants

• Improve energy efficiency

• Reduce environmental impact

• Protect and enhance architectural heritage

• Minimise the ‘performance gap’

• Avoid unintended consequences of retrofit

• Focus• Technical characteristics of retrofit

• Processes that are used to plan and carry out retrofit

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Scope• Assessment of buildings for retrofit

• Improving insulation and air tightness

• Improving building fabric performance and resilience

• Establishing safe dynamic moisture equilibria in buildings

• Providing or upgrading ventilation and ensuring good IAQ

• Minimising overheating risk and cooling demand

• Providing efficient and responsive services (heating, DHW, lighting)

• Providing locally generated renewable heat and power

• Providing on-site energy storage

• Installing ‘smart’ metering and monitoring to promote efficiency

• Commissioning and handover of retrofit measures

• Advising occupants on efficient and appropriate use of retrofitted buildings

• Monitoring and evaluation of retrofit, and feed-back

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PrinciplesFocus

• Standards should focus on materials, workmanship and processes rather than installer competence

• Compliance of work should be certifiable

Accessibility

• Standards should be accessible to the whole industry, including small installers and their customers

• Publication should be online and inexpensive (or free)

Guidance

• Standards should be combined with guidance

• See for example Irish NSAI SR54: 2014

• Clickable online expert commentary

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BSI Code of Practice for Retrofit of BuildingsPossibly partially modelled on Irish retrofit CoP NSAI SR 54: 2014

Existing BSI Standards

New BSI Standards(including assessment, design, moisture and

ventilation)

Other StandardsMCS, BBA, etc.

BSI PAS 2030: 2017Each Home Counts (Bonfield Review)

BSI Retrofit Standards Task Group

VISION and RESEARCH(gap analysis, etc.)

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Where Next?All of the UK Government’s national green-house gas emissions models

show that to meet our national emissions reduction targets the carbon

dioxide emissions associated with energy use in buildings need to be

reduced to zero by 2050

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All UK Buildings Zero Carbon by 2050?

27 million homes2 million non-domestic buildings

25 million domestic retrofits in 32 years= 781,250 homes per year

(3-4 times the size of the UK new-build programme)

= 1.5 retrofits per minute

25 million homes @ £25,000 (average)= £625 billion programme over 32 years

(But no sign of Government policy yet)

Retrofit in the UKLearning Lessons and Driving Policy

Dr Peter Rickaby

peter.rickaby@rickabythompson.com

www.rickabythompson.com