Download Lodging EPCs with JPA Designer
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LodgingEPCswithJPA Designer JPA TL Ltd June14, 2011 i Contents Contents ii 1 Introduction 1 2 SettingupJPA Designer 2.1 Initialrequirements . . . . . . . . . . . . . . . . . . . . . . . . . . 2.2 Enteringyouraccreditationdetails . . . . . . . . . . . . . . . . . . 2 2 2 3 LodginganEPC 3.1 Anoverviewofthelodgementprocess 3.2 ObtainingtheUPRN forthedwelling 3.3 LodginganEPC --EnglandandWales 3.4 LodginganEPC --NorthernIreland . 3.5 IssuingEPCs . . . . . . . . . . . . . . . . . . . 5 5 5 6 8 8 4 EPCsfordwellingsassessedwithSAP 9.81 4.1 ConvertingSAP 9.81toSAP 9.90 . . . . . . . . . . . . . . . . . . . 4.2 Datatocheck . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 10 11 5 Lodgementproblems 5.1 Identifyingthecauseofafailedlodgement 5.2 Commoncausesoffailure . . . . . . . . . . 5.3 Gettinghelp . . . . . . . . . . . . . . . . . 5.4 DwellingswithoutaUPRN . . . . . . . . . 13 13 13 15 16 ii . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Introduction This manual explains how to prepare and lodge on-construction Energy Performance Certificates(EPCs)fornewdwellingsusingJPA Designer. ItcoversEnglandandWales, and Northern Ireland: it does not address issuing EPCs in Scotland where there is no requirementforelectroniclodgement. Themanualdescribeshowto: • prepareJPA DesignerforlodgingEPCs; • lodgeEPCsfordwellingsinEnglandandWalesusingSAP 2009(SAP 9.90); • lodgeEPCsfordwellingsinNorthernIrelandusingSAP 2005(9.81). • lodgeEPCsfordwellingswheretheoriginalSAP calculationwascarriedoutusing SAP 2005(SAP 9.81). • identifyandresolvecommoncausesoflodgementfailure. ThismanualisnotaguidetocarryingoutSAP calculationsusingJPA Designer: forthat, youshouldconsultthe JPA Designermanual1 , the SAP 2009document2 andthe SAP conventionsdocument3 . LodgingEPCsis, byandlarge, astraightforwardprocess; however, settingupthesoftware for the first time and making your first lodgement can take some time. We therefore recommendthatyoufamiliariseyourselfwiththeprocessingoodtime, anddon'tsetout tolodgeyourfirstEPC at4:00pmonaFridayafternoon. 1 http://www.techlit.co.uk/downloads/manual501.pdf http://www.bre.co.uk/filelibrary/SAP/2009/SAP-2009 9-90.pdf 3 http://www.bre.co.uk/filelibrary/SAP/2009/SAP Conventions.pdf 2 1 2 SettingupJPA Designer 2.1 Initialrequirements BeforeyoucanissueanEPC foradwellingyoumust: • haveinstalledJPA Designer5.02a1orlaterandhaveavalidlicenceforthesoftware. • makesureyourcomputerhasanactiveinternetconnectionsoitcanuploadthe EPC submissiontoLandmark1 . • beregisteredwithanOn-constructionEPC accreditationschemeandenteryour accreditationdetailsintoJPA Designer(section 2.2). • makesureJPA Designerisconfiguredtouseversion15ofthelodgementformat. theprogramisconfiguredtousethisversion, knownasXML v15: youcancheck this on the Other tab of the Options dialogue (Select Options from the Project Manager windowtoopenthedialogue.) 2.2 Enteringyouraccreditationdetails BeforeyoucanissueanEPC youmustenteryouraccreditationschemedetailsintoJPA Designerusingthe EnergyAssessorAccreditationDetails dialogue(Figure 2.1). The EnergyAssessorAccreditationDetails dialogueholdsthefollowinginformation: • Scheme name: the name of the On Construction EPC accreditation scheme of whichyouareamember. • Accreditationnumber: Youruniqueaccreditationnumberwithinthescheme. • Username and Password: usedtologontotheaccreditationscheme'sservers. • Contactdetails: Yourcontactdetails, whichareheldbytheaccreditationscheme. 1 LandmarkisthecompanytheGovernmenthaschosentomaintainthecentralelectronicregisterof EPCs. 2 CHAPTER2. SETTING UP JPA DESIGNER Figure 2.1: EnergyAssessorAccreditationDetails 3 CHAPTER2. SETTING UP JPA DESIGNER 4 • Defaultrelatedpartydisclosure: TheregulationsregardingEPCsrequireanassessortodeclareanyfinancialorfamilyrelationshipwiththepartywhoisbuildingor sellingthedwelling. Youwouldhavetomakeadisclosureif, forexample, youare issuingEPCsforhousesbuiltandsoldbyyouremployer, orforahousebuiltbya memberofyourimmediatefamily. Youcanchangethedefaultrelatedpartydisclosureforindividualcalculationsusing the ProjectInformation dialoguewithintheSAP calculation. • Insurancedetails: Thedetailsofyourpublicindemnityinsurancepolicy. Tosetyouraccreditationdetails: 1. Fromthemenubarselect EPC>EnergyAssessoraccreditationdetails. The Energy AssessorAccreditationDetails dialogueopens. 2. Fromthe Schemename dropdownselecttheschemeofwhichyouareamember.. 3. Enterthe Username and Password suppliedbytheschemeandclick Lookmeup. JPA Designerwillcompletetheboxesusingdatafromtheaccreditationscheme's systems. 4. Click OK. Ifyoufindthereisamistakeinthedetailsyoushouldcontactyouraccreditationscheme tohaveitcorrected: itisnotpossibletocorrecttheinformationinJPA Designer. 3 LodginganEPC 3.1 Anoverviewofthelodgementprocess ThemainstepsforlodginganEPC are: 1. Revisethe asdesigned SAP calculationtotakeaccountofanychangesmadeduring constructionandtoincludetheassessedairpermeability. ForEnglandandWalesthisshouldbeaSAP 2009(SAP 9.90)calculation, butfor NorthernIrelanditshouldbeaSAP 2005(9.81)calculation. 2. ObtaintheUPRN (UniquePropertyReferenceNumber)forthedwelling. 3. UploadthedraftEPC andaccompanyingdatatoLandmark. As the details of the process vary slightly, make sure you follow the appropriate sequenceforEnglandandWales(section 3.3), orNorthernIreland(section 3.4). 4. RetrievethelodgedEPC fromLandmarkandissueittoyourclient. 3.2 ObtainingtheUPRN forthedwelling BeforeyoucanissueanEPC foradwellingyoumustobtainits UniquePropertyReference Number (UPRN) whichidentifiesitontheLandmarkdatabase. JPA DesignerusestheSAP module's ProjectInformation dialoguetolookupandstoretheUPRN foreachproperty (Figure 3.1). Tolookupadwelling'sUPRN: 1. OpentheSAP calculationforthedwelling. 2. Openthe ProjectInformation dialoguefromthemenubarortoolbar. 3. Enterthepostcodeforthedwellinginthe PostCode boxofthe Projectaddress section. 4. Clickthe getUPRN button. The UPRN Address dialogueopens, withthepostcode fromthe ProjectInformation dialogueinthe Postcode box(Figure 3.2). 5 CHAPTER3. LODGING AN EPC 6 Figure 3.1: Projectaddress 5. Clickthe Look-up button. Thesoftwaredisplaystheaddresseswhichmatchthat postcode. 6. ClickontheaddressofthedwellingforwhichyouintendtoproduceanEPC,then clickthe Look-upUPRN button. ThesoftwarerequeststheUPRN fromtheserver anddisplaysit. Ifthereisnomatchingaddressitmaywellbethatthedwellingdoesnotyethave aUPRN.InthatcaseyoushouldcontactLandmarkandrequestaUPRN forthe dwelling(see section 5.4). 7. Iftheaddressiscorrectclick UsethisUPRN &address. The UPRN Address dialoguecloses, leavingthe ProjectInformation dialoguewiththeaddressandUPRN. OnceyouhaveselectedtheUPRN theaddressdetailswillbegreyedoutandyouwillnot beabletoeditthem. Ifyouneedtochangetheaddressyoumustfirstclick ClearUPRN. 3.3 LodginganEPC –EnglandandWales An EPC for a dwelling in England andWales must be lodged to Landmark's national database. YoushouldonlylodgeanEPC oncethefinal as-built SAP calculationhasbeen carriedout. Thefollowinginstructionspresumeyouhavefinalisedthecalculationandhaveobtained theUPRN forthedwelling. TolodgeanEPC withLandmark: 1. Savetheprojectfile. 2. Fromthe ProjectManager menubarselect EPC>RequestV15EPC forthisdwelling. 3. Thesoftwaredisplaysaninformationdialogue: SubmittingarequestforanEPC will causeyouraccounttobecharged. Areyousureyouwanttocontinue? Tocontinue inordertoissueanEPC click Yes. CHAPTER3. LODGING AN EPC 7 Figure 3.2: LookinguptheUPRN 4. JPA DesignernowcollatesthedataandgeneratesadraftEPC whichisdisplayed forapprovalinthe EPC Preview dialogue. IfyouarehappywiththeEPC click I approvethisEPC,proceedwithsubmission. 5. JPA DesignerpreparesthefinalEPC andaccompanyingsubmissiondata, thentells youhowmuchdatawillbeuploaded. Click OK tostarttheupload. 6. JPA Designernotifiesyouwhenthesubmissioniscompleteandwhetherornotit hasbeensuccessful. IfthelodgementwassuccessfulyoucannowobtainthefinalEPC fordistribution(section 3.5). Ifitfailedyouneedtoidentifytheprobleminordertoattemptthelodgement again(chapter 5). CHAPTER3. LODGING AN EPC 3.4 8 LodginganEPC –NorthernIreland AnEPC foradwellinginNorthernIrelandmustbelodgedtoLandmark'snationaldatabase. YoushouldonlylodgeanEPC oncethefinal as-built SAP calculationhasbeencarried out. ForNorthernIrelandtheSAP calculationmustbeaSAP 9.81calculation not aSAP 9.90 calculation. Thefollowinginstructionspresumeyouhavefinalisedthecalculationandhaveobtained theUPRN forthedwelling. TolodgeanEPC withLandmark: 1. Savetheprojectfile. 2. Fromthe ProjectManager menubarselect EPC>RequestV14EPC forthisdwelling. 3. Thesoftwaredisplaysaninformationdialogue: SubmittingarequestforanEPC will causeyouraccounttobecharged. Areyousureyouwanttocontinue? Tocontinue inordertoissueanEPC click Yes. 4. JPA DesignernowcollatesthedataandgeneratesadraftEPC whichisdisplayed forapprovalinthe EPC Preview dialogue. IfyouarehappywiththeEPC click I approvethisEPC,proceedwithsubmission. 5. JPA DesignerpreparesthefinalEPC andaccompanyingsubmissiondata, thentells youhowmuchdatawillbeuploaded. Click OK tostarttheupload. 6. JPA Designernotifiesyouwhenthesubmissioniscompleteandwhetherornotit hasbeensuccessful. IfthelodgementwassuccessfulyoucannowobtainthefinalEPC fordistribution(section 3.5). Ifitfailedyouneedtoidentifytheprobleminordertoattemptthelodgement again(chapter 5). 3.5 IssuingEPCs OncetheEPC hasbeenlodgedsuccessfullyyouhavetogototheLandmarkwebsite to download a PDF of the EPC which you can then issue to your client1 . In order to downloadtheEPC youwillneedtohavetheRRN,whichistheuniquereferencenumber forthelodgement. YoucangettheRRN forthelodgementusingthe EPC RequestManagement dialogue: 1. Once the EPC has been successfully lodged, select EPC>EPC Request Management fromthe ProjectManager menubar. The EPC RequestManagement dialogue opens. 1 Thisisachangefromthepreviousarrangementandhasbeenintroducedfollowinginstructionsfrom BRE thatassessorsarenolongerallowedtoobtainthefinalEPC fromSAP software, butmustdownloadit fromLandmark. CHAPTER3. LODGING AN EPC 9 Figure 3.3: TheGetRRN buttonatthebottomoftheEPC RequestManagementdialogue 2. Selectthelodgementbyclickingontherowinthe EPC Submissions table. Thismakesthefirstrowofbuttonsactive. 3. Clickthe GetRRN button(Figure 3.3). JPA DesignercopiestheRRN totheWindows clipboard. 4. OpenyourwebbrowserandgototheLandmarkwebsite. • ForEnglandandWales: https://www.epcregister.com. • ForNorthernIreland: https://www.epbniregister.com. 5. Onthehomepageclickthelinkbelow RetrieveanEnergyPerformanceCertificate. Thelinkislabelled Clickhere. 6. Onthe RetrieveanEnergyPerformanceCertificate pageclickinthe RRN boxand pastetheRRN fromtheWindowsclipboard. Youcandothisbyright-clickingthemouseandselecting Paste fromthepop-up menu, oryoucanpress <Ctrl+P> 7. Nowtypethedistortednumbersintheimageintotheboximmediatelybelow. Thisisasecuritychecktopreventcomputerprogramsloggingintothesystem. 8. Click Retrievereport. 9. ThesitenowdisplaysapagesettingouttheconditionsforretrievingtheEPC.Near thebottomofthepageclick Acceptterms. 10. Atthenextpageleave Retrievethelatestreport at Yes andthe Reportretrievalformat as PDF.Thenclick Retrievereport. 11. ThenextpageshowsthesummarydatafortheEPC lodgement. Click Clickhereto viewreport(PDF). 12. TheEPC willthenbedownloadedtoyourPC asPDF whichyoucanthenissueto yourclient. 4 EPCsfordwellingsassessedwithSAP 9.81 From17thApril2011EPCsforallnewdwellingsinEnglandandWaleshavetobelodged usingSAP 2009(SAP 9.90), eveniftheoriginal, designstage, compliancecalculations forPartL1awerecarriedoutusingSAP 2005(eitherSAP 9.80or9.81)1 . ThismeansthatthefinalsubmissionforPartL1acomplianceandtheEPC havetobe producedseparately: • TheTER/DER outputsandtheRegulationschecklistmustbeproducedfromtheSAP 9.80/9.81calculation(revised, ifnecessarytotakeaccountofanychangessince thedesignstage). PartL1acompliancewillbebasedontheseresults. • TheEPC mustbelodgedfromaSAP 9.90calculationforthedwelling. ThesimplestwayofproducingaSAP 9.90calculationforthedwellinginJPA Designeris tousethe CopySAP 2005(9.8x)dwellingtoSAP 2009dwelling optiononthe Edit menu inthe ProjectManager window. Ofcourse, theSAP 9.90TER andDER figureswillshow considerablyworseperformancethanthecomparableSAP 9.8xfigures, andmayeven showafail. However, theSAP 9.90TER/DER are not usedforcompliance: theSAP 9.90 calculationisused only forproducingtheEPC. 4.1 ConvertingSAP 9.81toSAP 9.90 ToconvertaSAP 9.81calculationtoSAP 9.90inordertolodgeanEPC: 1. SelecttheSAP 9.81calculationinthe ProjectManager windowbyclickingonit once. 2. Fromthe Edit menuselect CopySAP 9.8x(SAP 2005)dwellingtoSAP 9.90(SAP 2009)dwelling. ThiscreatesaSAP 9.90versionofthedwelling, butleavesthe originalcalculationintact. 3. OpenthenewSAP 2009calculationandcheckthedataitemslistedin section 4.2. 4. Returnto ProjectManager andsavetheproject. You can now obtain the UPRN for the dwelling (section 3.2) and then lodge the EPC (section 3.3). 1 ThisdoesnotapplytoNorthernIreland, whereEPCsarestillbasedonSAP 9.81calculations. 10 CHAPTER4. EPCS FOR DWELLINGS ASSESSED WITH SAP 9.81 11 Figure 4.1: Settingthethermalbridgingandthermalmass 4.2 Datatocheck Youmustcheckthefollowingitemsforallconvertedcalculations • Thermalbridging: ifthethermalbridgingintheSAP 9.81calculationissetto accreditedconstructiondetails itshouldbecomeauser-definedy-valueof0.08with thecalculationreference ACD,2006regulations (Figure 4.1). Thereisnoneedto changesettingsitthermalbridgingissetto Notaccreditedconstructiondetails ora manuallycalculatedHtbvalue. • Thermalmass: wherethermalmasswasnotdefinedintheSAP calculationitshould besetto 250 kJ/m2 K (medium). TodothatinJPA Designer: 1. Inthe Walls, roofs&floors tabtick User definedThermal Mass Parameter (Figure 4.1. 2. Setthe Thermalmass drop-downto 250. • Airpressuretest: adesignvalueforaSAP 9.81dwellingwhichisnotpressuretested should remain a design value for SAP 9.90, even though this is not a standard conditionforSAP 9.90. ForScotland, iftherehasbeennopressuretestandthe accreditedconstructiondetailshavebeenused, theairpermeabilityshouldbeset to pressuretest, withavalueof 10 m3 /hm2 . • AppendixQ:anynewtechnologiesenteredusingtheAppendixQ procedureshould beleftastheyare. • Communityheating: wheretherearetwoboilersfeedingonecommunityheating scheme, oraboilerandaCHP unitthesystemsmustbere-enteredastwoheat sourceswiththerelevantcharacteristics: seesection22.3.6of the JPA Designer manual. • Otheritems: otheritemsofdatawhicharenotsetintheSAP 9.81calculationcan beignoredintheSAP 9.90calculation. There have been other changes in the EPC lodgement data set which affect mid floor andtopfloorflats(butnotgroundfloorflats): youmustnowindicateifaflathasanother occupancybeneathitandtheflooristhereforea partyfloor. Asthiswasnotarequirement underSAP 9.81youmustaddapartyfloorelementtotheSAP 9.90calculation: CHAPTER4. EPCS FOR DWELLINGS ASSESSED WITH SAP 9.81 12 1. In the Dimensions tab tick the party box next to the storey which has the area assigned(e.g.firstfloor). 2. Inthe Wallsroofs&floors tabcreateanewelement: • Setthe Element typetoPartyfloor; • Pickaconstructiontosetaheatcapacity; • Setthe Storey totheappropriatenumber; • Assigna U-value ofzero; • Setthe Area tothesamesizeasthestoreyareainthe Dimensions tab; • Click OK. Notethatthismakesitimportanttoenterthefloorareaoftheflatagainstthecorrectrow inthe Dimensions tab. 5 Lodgementproblems This section describes how to identify and resolve data problems which result in EPC lodgementsfailing. Italsodescribeshowtogethelpforthoseproblems, andhowto requestaUPRN foradwellingwhichdoesnotappearontheLandmarkdatabase. 5.1 Identifyingthecauseofafailedlodgement Sometimes an EPC submission is unsuccessful and the EPC fails to lodge with Landmark. Thisusuallyhappensbecauseofinconsistenciesinthedata, whicharecaughtby Landmark'scheckingsystems. Ifalodgementfailsyoucanviewthefailurereportfrom LandmarkinJPA Designerandcorrecttheproblembeforetryingthelodgementagain. Toviewthereportfromafailedlodgement: 1. Openthe EPC RequestManagement dialogue(Figure 5.1). 2. Clickonceonthefailedlodgement, soitishighlighted. 3. Click View returned value. The Lodgement ReturnValues dialogue opens (Figure 5.2). 4. Scrolldownthe ReturnXML areatothe ExceptionList section. Thecauseofthe failurewillbegivenhere. 5. Ifthecauseoffailureisnotclear(andthecodesarenotalwayshelpful), usethe Copytoclipboard buttontocopythereport. Youcanthenpasteitdirectlyintoan emailandsendittoyouraccreditationschemeorJPA TL foradvice. 5.2 Commoncausesoffailure Lodgementsgenerallyfailbecauseofmismatchesbetweendifferentitemsofdata. The commonestonesare: • Dates: theapplicationdateisfoundatthebottomofthe Dimensions tab. Thismust notbe: 13 CHAPTER5. LODGEMENT PROBLEMS Figure 5.1: TheEPC RequestManagementDialogue Figure 5.2: Viewingtheexceptionlistforafailedlodgement 14 CHAPTER5. LODGEMENT PROBLEMS 15 – inthefuture1 ; – morethantwoyearsinthepast(thisismorelikelytobeanissuewithcalculationsconvertedfromSAP 2005toSAP 2009thanwithcalculationsstarting inSAP 2009); – earlierthanthedateonwhichyouwereregisteredasanassessor. • Dwellingtypeanddwellingdimensions: ifthedwellingtypehasbeensetasamidfloorortop-floorflatormaisonette, thedwellingfloorareainthe Dimensions tab mustbesettoanappropriatestory. Settingamid-floorflat, butenteringthefloor areaagainst Groundfloor willresultinafailure. • Dwelling type and elements: a house must have a ground floor element in the Walls, roofs&floors tab. Definingthatfloorelementasa floor ratherthan ground floor willresultinafailure. • Flatsandpartyfloors: Mid-floorandtop-floorflatsmustnowbemarkedas party floors inthe Dimensions tab. Theymustthenhaveapartyfloorelementdefinedin the Walls, roofs&floors tab(forinstructionssee section 4.2). 5.3 Gettinghelp If you are unable to identify the cause of a failed lodgement you can ask the advice of your accreditation scheme, or contact us at JPA TL (email enquiries only to: [email protected]). Whenyouaremakinganenquirypleaseensure: 1. Youareusingthelatestversionoftheprogram. Youcangetyourversionnumber bygoingto About onthe Help menu, andcanthencomparethatwiththeversion numbershownonthehomepageofourwebsite: http://www.techlit.co.uk. You canfindmoreinformationonthisinsection2.5ofthe JPA DesignerUserManual2 . 2. Youhavefollowedtherecommendationsforresolvingproblemsinthismanual, and havereviewedthecommoncausesoffailure(section 5.2). 3. Inyouremail: • telluswhichaccreditationschemeyouarewith; • paste the Lodgement ReturnValues into the body of the email (there is no needtoputitinaseparatedocument). • attach the JPA Designer project file for the calculation. That will have the extension JDP. 1 Therewasatonestageanissuewiththeapplicationdatebeingsettothedateofthelodgement, ifthe lodgementwasmadebeforenoon. Thatdoesnotseemtohavebeenanissuerecently. 2 http://www.techlit.co.uk/downloads/manual501.pdf CHAPTER5. LODGEMENT PROBLEMS 5.4 16 DwellingswithoutaUPRN TheremaybeoccasionswhenyoucannotobtainaUPRN foradwellingbecauseithas notbeenaddedtotheLandmarkdatabase. Ifthathappens, youcanrequesttheproperty beadded, usingtheLandmarkwebsite. Beforeyougotothewebsiteyouwillneedtoinstallthedigitalsecuritycertificateprovidedbyyouraccreditationscheme. Torequestapropertybeaddedtothedatabase: 1. InyourwebbrowsergototheLandmarkwebsite. EnglandandWales: https://www.epcregister.com. NorthernIreland: https://www.epbniregister.com. 2. Onthewelcomepageclick Authorisedusers. 3. Thesitedisplaysa ClientAuthentication dialogue. Selectthedigitalcertificatefrom youraccreditationbodyandclick OK. 4. Thesiteshowsatermsandconditionspage. Click Acceptterms. 5. Onthe AddressServices pagescrolldownto RequestPropertyAddressAddition andfollowthelinktoaddanaddress(labelled clickhere). 6. Onthe RequestPropertyAddressAddition pageenterthedetailsoftheproperty andyouraccreditationnumberthenclick RequestAddressAddition. Landmarkshouldprocesstherequestwithin24hoursandshouldnotifyyoubyemail oncetheURPN hasbeenassigned. YoucanthentrytogettheUPRN inJPA Designer again.