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HEED Online 2 Full Technical Guide (2.0) Page: 1 of 29 HEED Online 2 Full Technical Guide 2.0 This Guide provides a full overview to HEED and HEED Online 2 - including an overview of the database, a full guide to data sources and how to get the most from reports.

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HEED Online 2 Full Technical Guide 2.0 This Guide provides a full overview to HEED and HEED Online 2 - including an overview of the database, a full guide to data sources and how to get the most from reports.

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Table of Contents Chapter 1: INTRODUCTION......................................................................................................3

About this guide ...................................................................................................................3 Background about HEED.....................................................................................................4

Chapter 2: DATA SOURCES......................................................................................................5 Current data .........................................................................................................................5 Data types and sources.......................................................................................................7

Survey data.......................................................................................................................7 Installations data .............................................................................................................9

Chapter 3: DATA PROTECTION ..............................................................................................12 HEED & the Data Protection Act 1998.............................................................................12

Chapter 4: DATABASE CONTENTS & STRUCTURE ...............................................................13 Data Handling ....................................................................................................................13 Data Loading & Conflicts...................................................................................................15

Chapter 5: HEED ONLINE 2 REPORTING..............................................................................17 Information shown on all reports......................................................................................17 a) Survey-based reports.....................................................................................................18

i) Area Summary Report ................................................................................................18 b) Installations-based Reports ..........................................................................................19

i) Status Report ..............................................................................................................19 ii) Energy, Carbon & Financial Savings .........................................................................20 iii) Installations Summary ..............................................................................................21 iv) CERT and EEC Reports .............................................................................................22

c) Targeting-based reports ....................................................................................................23 i) Insulation Targeting ....................................................................................................23 ii) CERT Priority Group Eligibility ....................................................................................24 iii) CERT Priority Group Insulation targeting report ......................................................25

Section 6: Where to Go for Further Help ..............................................................................26 Appendix I: Energy & Carbon Savings Reports ....................................................................27 Appendix II: CERT Priority Group / Fuel Poverty Targeting .................................................28

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Chapter 1: INTRODUCTION About this guide The Homes Energy Efficiency Database (HEED) is unique within the UK and Europe, containing address-level information about the ‘sustainable energy characteristics’ of approximately 50% of the homes in the UK. This information comes from a large variety of different sources – both national and local - which differ in their geographical coverage, their trust value and their completeness. This technical guide builds on the HEED Online 2 Basic User Manual. Its main aim is to ensure that all HEED Online users:

• Understand how the information differs from one report to another • Understand how the database is structured • Understand how the information is sourced i.e. ‘Where it comes from’

• Broadly understand how these different reports can be used appropriately and

effectively in their work 1 This guide provides:

• Background information to the HEED project • A description of data sources and providers • An explanation of how HEED is affected by the Data Protection Act • A description of the basic database structure • A description of the different reports available through HEED Online 2

Users are also advised to refer to the HEED Online2 Data Interpretation Guide 2.0 – which provides a deeper understanding of how to interpret information from different reports & how to approach common data queries.

1 For further assistance on interpreting HEED Online 2 reports, always contact the HEED team at Energy Saving Trust via [email protected]. We have in-depth knowledge of the sources, coverage and limitations of the data and can help you pick the best report options.

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Background about HEED HEED has been developed by the Energy Saving Trust on behalf of Government. The programme was initiated in 2001 in order to register the uptake of sustainable energy measures and related survey data throughout the UK housing stock. The first version of the HEED Online reporting tool was released during 2005 and is available to registered users based in Government, Local Administrations and the Not for Profit sector. The improved reporting tool – HEED Online 2 – was released during Autumn 2010. The main programme objectives are:

• To assist the UK in meeting its carbon reduction and fuel poverty goals. It aims to do this by providing detailed information on energy saving and carbon saving potential from UK housing 1

• To provide a key source of information to assist government monitoring and

reporting - local, regional and central government - on their housing duties. This includes the Home Energy Conservation Act.

• To provide a means of assessing the penetration of sustainable energy measures

(including microgeneration) over time and by area. This can be reported to show the overall UK position, the position by country, and the position by other regional and local areas.

• To provide a means of assessing the potential for installing further energy saving

measures and to o facilitate better targeting, o facilitate increased uptake, o facilitate improved cost effectiveness.

The database stores property details (such as building type and full address), as well as details of the installed energy efficiency measures (such as cavity wall insulation). It does not contain personal details of occupants. The stored information comes from a wide variety of different sources. Information is stored by individual address, to avoid “double counting”. HEED also maintains a history of improvements or ‘measure installations’ over time. Users do not access the HEED database directly. Instead, they run reports from the web based application HEED Online 2 (http://heed.est.org.uk). Access is by username and password, which provides users with access to specific geographic areas.

1 UK housing was identified in the 2007 Energy White Paper as one of the key areas for reduction to 2020

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Chapter 2: DATA SOURCES The database stores property details (such as building type and full address), as well as details of the installed energy efficiency measures (such as cavity wall insulation). It does not contain personal details of occupants. The stored information comes from a wide variety of different sources. Current data As of 1st September 2010 the following datasets are available in HEED. If you are a registered HEED user, you will soon be receiving our quarterly newsletter, updating you with additional data sets received. Survey data:-

− EST Home Energy Checks (HECs) – updated monthly − Warm Front – to December 2008 − New HEES in Wales, Warm Homes – to March 2006 − Warm Deal & Central Heating Programme – to March 2007 − Northern Ireland Housing Executive stock database − Northern Ireland Home Survey data − National Register of Social Housing (CLG) – to April 2007

Installations Data:-

− Warm Front – to December 2008 − New HEES in Wales, Warm Homes – to March 2006 − Energy Efficiency Commitment 2002 - 05 − Energy Efficiency Commitment 2005 – 08 − Carbon Emission Reduction Target 2008 – 09 − Carbon Emission Reduction Target 2009 - 10 − Cavity Insulation Guarantee Agency – to March 2005 − Corgi Works Notifications – to May 2008 − Clear Skies (complete scheme) − Scottish Community & Household Renewables Initiative (SCHRI) – to December

2007 − Low Carbon Buildings Programme –to March 2008 − FENSA Works Notifications database –to August 2008 − Northern Ireland Energy Efficiency Levy Scheme – to March 2008

The Heed team are continually securing new data sets and hope to soon have the following datasets available for loading:-

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− Fuel poverty scheme updates to present date − Corgi notifications June – November 2008 − Gas Safety Register notifications − FENSA Works notifications - to present date − Boiler Scrappage Scheme data (England) − Bi annual update for CERT yr 2 expected January 2011

For further details about the datasets, please see the Data Interpretation Guide which contains a more detailed list. Alternatively, contact the heed team directly.

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Data types and sources HEED stores two main data types; survey data and installations data. Survey data provides HEED with basic property information including the property type, age and size, building fabric details and heating fuel(s) of the dwellings. Installations data details the sustainable energy measures (aka ‘interventions’) that have been installed, when and by whom.

Survey data Survey data provides the database with information regarding the property details, building fabric and heating fuel(s) of the dwellings. These data items cover the current status of sustainable energy measures in a property and are updated when newer records are provided. The table below provides examples of the types of property attributes that can be recorded. Property survey data types and examples

Data type Examples

Property type/built form & no. bedrooms Flat, Detached House, Mid-terraced house etc

Construction date Before 1900, 1900-1929, 1930-1949, 1950-1965, 1966-1976, 1977-1981,1982-1990, 1991-1995, 1996-2002, 2003-2006, 2007 or later

Property tenure Owner occupied, private rented, local authority, registered social landlord etc.

Heating fuel Natural gas, electricity, oil, LPG etc

Main heating system Boiler with radiators, storage heaters, room heaters etc.

Heating controls Room thermostat, cylinder thermostat, TRVs, automatic charge control etc.

Boiler type Condensing, non-condensing, combination, back etc.

External wall type Cavity, filled cavity, solid, stone, timber frame

Loft Insulation None, 1-24mm, 25-49mm, 50-74mm etc.

Window type Single, double, wooden frames, uPVC frames, metal frames

Hot water heating system From main heating system, single immersion, dual immersion, instantaneous etc.

Hot water tank insulation Factory fit, good jacket, poor jacket, no insulation, no HWTI

Microrenewables Solar hot water system, micro wind turbine, heat pump, solar PV, biomass system, microchip etc.

N.B. It is important to note that not all the available attributes may be supplied in the dataset and hence recorded for a dwelling. However, HEED has been designed so as to accept as much or as little data as is available yet still ensuring that the reports can be

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run and give valid results even without a complete survey data set for a particular dwelling. Property survey data for HEED can be collected from a number of sources. EST Home Energy Checks (HECs) The Home Energy Check (HEC) is a householder completed questionnaire containing approximately 30 questions about the dwelling and its energy efficiency attributes. The questionnaire is either completed online or on a paper form. The data is then fed through an advice database and a unique advice report is generated on the basis of the responses. Typically some 500,000 HECs are completed each year either through advice centre activity or online via the EST’s website. Home Energy Checks are uploaded onto HEED on a monthly basis. Government Fuel Poverty scheme data (e.g. Warm Front) The Government fuel poverty schemes such as Warm Front in England, New HEES in Wales, Warm Deal and the Central Heating Programme (now Energy Assistance Package) in Scotland and Warm Homes in Northern Ireland provide comprehensive datasets. These consist of detailed survey information on dwellings as well as details of energy efficiency measures subsequently installed. These fuel poverty surveys typically provide around 20 different data attributes ranging from the property type, size and tenure to the state of the building fabric and heating systems. At present data is updated on an annual basis though quarterly updates are planned in future. National Register of Social Housing Data from social housing providers such as local authorities and registered social landlords is also available to HEED. Currently, the main source of this data is NROSH, the National Register of Social Housing1. This is a central property database of social housing properties in England & Wales operated by the Communities and Local Government (CLG). Local Authority data A relatively small amount of the survey data currently available for inclusion in HEED is sourced from Local Authorities. This data is typically collected by local authority surveyors as part of local house condition surveys. Occasionally this data can be householder completed energy surveys similar to EST Home Energy Checks. This data can vary in its complexity, ranging simply from an address list detailing the tenure or property type to a full set of survey information.

1 National Register of Social Housing (NROSH) http://www.communities.gov.uk/housing/housingresearch/housingstatistics/housingdataprojects/nationalregisterofsocialhousing

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Installations data The other main data type stored in HEED is installations data. These data items describe the sustainable energy measures that have been installed, when and by whom. HEED can accommodate a wide variety of different measures, certainly all that are currently offered to householders. Examples of the kinds of measures that can be registered in HEED are provided overleaf. Sustainable energy measures capable of being stored within HEED. Wall insulation Heating controls Loft insulation (various thicknesses)

Compact fluorescent lamps (various wattages & lifetimes)

Draught proofing Energy efficient white goods (various) Hot water tank insulation Solar PV systems Central heating boilers Solar thermal systems Electric storage heaters Ground/air source heat pump Room heaters Micro CHP Solid fuel fire cassettes Micro wind turbines Smart Meters Energy Efficient Appliances

Once again a number of different sources provide access to installations data. These are examined below:- Energy Supplier data The main delivery mechanism for the installation of energy efficiency measures across the United Kingdom is the work funded/part funded by energy suppliers as part of their energy efficiency obligations. In Great Britain, there have been energy supplier energy efficiency obligations in place since the Energy Efficiency Standards of Performance (EESoP) 1 scheme which started in 1994. Data from the energy suppliers provides details of what measures have been installed together with the installation date as well as some basic property survey information. This typically covers the property type, number of bedrooms, tenure and heating fuel. EST has contracts in place with the main 6 obligated suppliers. Data from all suppliers has been received and loaded for the EEC1 period (2002-2005), EEC2 period (2005-2008), year 1 of CERT (April 2008 – March 2009) and CERT year 2 (April 2009 - March 2010). We expect to receive bi-annual data updates throughout the rest of the CERT scheme. Data from activity in Northern Ireland is similar in content but relates to the Northern Ireland Energy Efficiency Levy scheme. This was introduced as part of a review of the price controls on Northern Ireland Electricity plc (NIE) by the energy regulator Ofreg in 1997/98. Since that time over 53,000 insulation and 12,000 heating measures have been installed as a result of the levy scheme.

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Cavity Insulation Guarantee Agency (CIGA) data CIGA was created in 1995 by the insulation industry in consultation with the UK Government as an independent agency to provide and administer a 25 year guarantee covering retrofit installations of cavity wall insulation and technical leadership to the industry. Since that time, in excess of 2 million guarantees have been issued and provision of an independent CIGA Guarantee is a requirement of all Government grant schemes and the Energy Supplier’s Obligations, so almost 100% of all installations are covered. Data from CIGA informs HEED the details of which properties have had cavity wall insulation installed and when the work was completed. Government Fuel Poverty scheme data (e.g. Warm Front) The Government fuel poverty schemes such as Warm Front in England, New HEES in Wales, Warm Deal and the Central Heating Programme (now the Energy Assistance Package) in Scotland and Warm Homes in Northern Ireland provide comprehensive datasets. These consist of detailed survey information on dwellings as well as details of energy efficiency measures subsequently installed. These fuel poverty surveys typically provide around 20 different data attributes ranging from the property type, size and tenure to the state of the building fabric and heating systems. At present data is updated on an annual basis though quarterly updates are planned in future. Corgi Works Notifications Until April 2009, Corgi ran the gas safety register for Great Britain. When a new or replacement gas installation has taken place, the Corgi engineer was required to notify Corgi of the work so that a compliance certificate was issued. This should capture all gas installations in the given period. This dataset recorded the main heating fuel as gas, the basic build type and the type of boiler/appliance installed. Clear Skies This programme has now closed, being replaced by the LCBP (see below). It ran from 2004 to 2006, and covered householder grants for solar thermal, wind, small-scale hydro, biomass and ground source heat pump technologies. Details of all householder installations under the scheme are loaded in HEED, along with basic details for the property such as build type, heating system etc.

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Scottish Community & Household Renewables Initiative (SCHRI) – to December 2007 This programme, funded by Scottish government, provides grants for householders for solar PV, micro-hydro, micro wind, solar water heating, biomass, heat pumps and connections to the Lerwick District Heating Network. This information is captured within HEED to 2007, along with basic details for the property such as property type, age of construction, heating system etc. Low Carbon Buildings Programme – to March 2008 This government funded scheme in England and Wales replaced the Clearskies and solar PV programmes. It captures data in HEED relating to installations of solar thermal, wind, small-scale hydro, biomass and ground source heat pump technologies. Details of all householder installations under the scheme are loaded in HEED, along with basic survey details for the property. FENSA Works Notifications database –to August 2008 From 2002, the Glass and Glazing Federation have administered a scheme for the self-certification of replacement glazing, known as the Fenestration Self-Assessment Scheme (FENSA). The whole database covering the installation of replacement of windows, rooflights, roof windows and doors, in existing buildings has been loaded into HEED. This dataset comprises some 4 million individual records.

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Chapter 3: DATA PROTECTION HEED & the Data Protection Act 1998 Whilst HEED contains address specific property information, no data that relates to or identifies a living individual is collected or stored. Since 2009 The ICO’s definition and interpretation of personal data has been considerably widened. This led to the conclusion that data contained on HEED is considered to be personal data and therefore subject to the provisions and requirements of the Data Protection Act 1998 (“The Act”). This definition therefore requires EST to handle and process all data for HEED in a lawful and fair manner in accordance with The Act. To understand further the measures taken by EST to operate HEED within these guidelines please refer the information held on EST’s data policy web page – http://www.energysavingtrust.org.uk/Data-Policy-Terms-of-Use In order to meet the requirements of The Act, access to the database and its outputs is strictly controlled and is only available for the purposes of monitoring and targeting energy efficiency activity. The output reports themselves are aggregated, so no address level data is accessible to users. For further information please contact the HEED team, who can provide further details of ICO guidance and answer any queries or concerns you may have about data protection and HEED.

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Chapter 4: DATABASE CONTENTS & STRUCTURE

The database records property survey attributes and other sustainable energy information against known property references. Data is stored at individual address level to avoid the “double counting” of data relating to the same property or improvement that could be received from different data sources. HEED also maintains a history of improvements. When a dwelling receives an improvement or new or more accurate data is received, the previous data is recorded in a mirror image of the main database table. In this way it is possible to track the energy improvement of a dwelling over time. The database registers these installations on a property-by-property basis with data from a wide variety of sources including energy suppliers, government scheme managing agents, local authorities and other landlords, Energy Saving Trust Home Energy Checks as well as other Energy Saving Trust programmes. The database stores property details such as building type and full address, as well as details of the installed energy efficiency measures. It does not contain personal details of occupants. It will also store property survey data, so that a picture of the remaining potential for measures can be built up. Users do not access the HEED database directly but run reports from the web based application called HEED Online 2 (http://heed.est.org.uk). Access is by username and password which provides users with access to specific geographic areas. Data Handling HEED stores multiple data items for each unique address, meaning that an individual address could have only limited data describing it, for example a property type or it could have numerous data items associated with it. Each data item is date stamped, recording when it was entered and the date of the data (the survey date or installation date). The source of the data is also recorded. This helps maintain a full audit trail for all the data within the database. An example of how data for a particular dwelling obtained from a number of different sources is handled is illustrated below:- The example data is sourced from a Home Energy Check and describes a 3 bed-roomed semi detached house with electric heating and a range of other attributes such as tenure, age and loft insulation depth. These attributes all have the date of collection and source and are identified as an “S” data type which indicates survey type data.

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Some time later the property benefits from some Warm Front work. This provides updated survey data as well as details of heating and insulation improvements.

The property age and wall type survey attributes have been updated with newer and more accurate data. Also, the electric storage heaters have been replaced by a gas central heating system with a condensing boiler and a 200mm top up of loft insulation has been completed. These are indicated by the “M” data type. These would be counted in any installation reports run which included the appropriate geographic area and installation date in the selected range. The survey data attributes of main heating fuel and system and the loft thickness have also been updated to reflect the changes. The property then has cavity wall insulation installed as well as CFLs provided via an energy supplier EEC scheme. These installations and updates to the survey information can be seen in the revised dataset below.

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Data Loading & Conflicts All data is loaded into HEED electronically from spreadsheets or other text type data files. There is no direct manual input. Data loading can be a complex process as the property addresses must be matched against a master list. The data items in the source data then have to be mapped to their corresponding values within HEED and are then loaded into the many database tables. If details are loaded for an address where data is already held, a ‘conflict’ occurs. The database must be ‘told’ which data to accept as valid and which to discard. This must also be balanced with the basic premise of data collection within HEED; that the most recent information is stored and made available. However, this also must also take into account the accuracy of the data being collected. In order to address this issue of conflicting data, a set of complex and detailed programming has been developed. This coding, called Auto Conflict Resolution (ACR) deals with this problem by examining both the sources of the data involved in the conflict and the age or detail dates (survey date or measure installation date) of the data. Prior to a data set being loaded into the database, the data is allocated a ‘trust level’ or hierarchy based on its source. This is a measure of how accurate the data is deemed to be. For example, data supplied by an energy supplier or Government fuel poverty scheme managing agent, is deemed high trust as the information is collected for example by trained surveyors. In contrast, from experience the data sourced from householder completed Home Energy Checks and other similar surveys are allocated a lower trust level. This is due to the fact that householders are more likely to make mistakes in identifying property characteristics such as external wall type and loft insulation thickness. If data for a property is received and we have no existing data describing this home or attribute then this data is loaded regardless of trust level as there is no existing data to contradict what has been received. However, should a conflict occur during the load process, the Auto Conflict Resolution package activates. Firstly the dates (survey or installation date) and trust levels of both data are determined. Should the data being loaded be newer and hence more up to date than the existing data already stored in the database, the existing data will be overwritten and stored in the history table. The newer data will be loaded into the ‘live’ tables and used in reporting. If on the other hand the data being loaded is older than what is currently held, this data when fully loaded will be stored in ‘history’ and not used in live reporting.

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The second stage of the ACR is activated whenever the conflict involves one of the following dwelling attributes:-

• Property type • Tenure • Loft insulation • Wall type and insulation • Heating system If any of these attributes are conflicting, then the trust levels of both data are examined and the data with the highest trust is stored and the lower trust data discarded and placed in ‘history’. For example, data is newly received from a low trust source such as householder completed Home Energy Check; this is newer than the data currently existing for the address already in HEED. It indicates that the dwelling is a detached house with 5 bedrooms, solid external walls, 200mm of loft insulation and a standard gas boiler. Records already exist for the same address in the database from an EEC/CERT energy supplier scheme (a higher trusted source). This reports that the dwelling is a detached house with four bedrooms; the cavity walls have been filled by the energy supplier who also installed a condensing boiler. In this case the number of bedrooms for the property will be updated, the property type and levels of loft insulation will remain the same, but the newer data on the external wall type and heating system will be rejected and the existing data from the energy supplier retained. By using this methodology, the key data within the database is always kept as accurate as possible.

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Chapter 5: HEED ONLINE 2 REPORTING HEED Online 2 is the web-based tool which allows registered users of the service to run a variety of different pre-written database queries – to produce textual/numerical reports - against HEED. Textual/numerical reports are available in spreadsheet, HTML, PDF and other data format. All the examples used in this guide are PDF format. There are now eight types of report available, and can be grouped into 3 categories:

a) Survey-based Report i) Area Summary Reports

b) Installations-based Reports

i) Status Reports ii) Energy & Carbon Savings iii) Installations Summary iv) EEC & CERT Reports

c) Targeting-based reports i) Insulation Targeting ii) CERT Priority Group Eligibility iii) CERT Priority Group Targeting

Information shown on all reports

The majority of reports show basic information about number of homes in the area for context, and details of the report type run. Using an example of the header from an installations summary report:

Data Density – the level of coverage HEED has within the location

Total homes in location – based on data from the ONS National Statistics Postcode Directory

The total number of homes in HEED for the location

Filter/date options selected (as relevant to the report)

Report type Area of interest

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a) Survey-based reports These reports give information about the current state of dwellings. Their main usefulness is in allowing users to get an overview of the properties of the housing stock in their area, and can be used in conjunction with other local data sets providing useful information which the user may have access to.

i) Area Summary Report What is it? The Area Summary Report provides users with housing stock summary data detailing property type, tenure, fabric insulation levels and heating fuels & systems. What does it show? It is useful to give a quick snapshot overview of an area. However, we recommend that this be followed up by a more detailed report into the attributes of interest.

Main summary details

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b) Installations-based Reports

i) Status Report What is it? The Status reports provide details of the current installations with regard to the following property attributes:-

− Appliances − Heating − Insulation − Lighting − Microgeneration − Replacement Windows

What does it show? The report can be filtered and/or grouped by different categories. For example, you might ‘filter’ by data source category, and then have the results ‘grouped’ by property type. This allows you to analyse data in much greater depth. For example, a user can look at the levels of reported installed loft insulation in different property types. N.B. The data density displayed in the report header covers all attribute data within HEED for the location and not just that of the property attributes selected in the report.

Grouping option e.g. Property type, location, tenure, data source category

Filters selected e.g. Property type, age, tenure, heating fuel etc

Report data source summary

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ii) Energy, Carbon & Financial Savings What is it? A report giving the estimate savings for all the measurable installations within the specified area of interest. What does it show? One of the advantages of HEED is that it is possible to calculate energy and carbon savings for measures installed across a range of delivery mechanisms using a consistent set of savings and assumptions. These savings are based on the ex-post savings that are used to evaluate the impact of Carbon Emissions Reduction Target (CERT). All the savings for each CERT measure split by property type, size and heating fuel have been entered into the database (see appendix I for full list) and details of modelling. N.B. These reports are currently being reconfigured and updated. It is anticipated that new, more accurate Savings reports will be available to HEED Online 2 users very soon.

Example report coming soon

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iii) Installations Summary What is it? The Installations report provides information about which sustainable energy measures have been installed in an area. What does it show? The report can be filtered and/or grouped by different categories, and run for a specific date range. In the example below, the report below has been grouped by data source category and run for the EEC1 period for the West Midlands – the same options as returned by the energy carbon savings report example (above). This allows us to see the range of work carried out during this time and which types of organisations were focusing on which types of work.

Page

Selected grouping type, from a choice of property type, location, tenure and data source category

Specific measures of interest can be selected from appliances, heating, lighting, insulation, microgeneration and other measures.

Installation totals shown by grouping type (e.g. data source category).

Totals shown by measure type

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iv) CERT and EEC Reports What is it? The CERT and EEC reports provide regional breakdown of installations completed under the CERT and EEC initiatives. What does it show? The Energy Saving Trust publishes a series of reports based on data in HEED that provides a geographic distribution of professionally installed measures - currently cavity wall and loft insulation - claimed under the Carbon Emissions Reduction Target (CERT) scheme. For more information on CERT and Guidance notes on these reports please refer to the documents accompanying the reports found on EST’s Official CERT and EEC Statistic page -http://www.energysavingtrust.org.uk/business/Business/Information-centre/Homes-Energy-Efficiency-Database-HEED/CERT-reports-from-HEED

Report Location Level

Scheme Period Counts of measures chosen on the prompt pages

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c) Targeting-based reports This group of reports allows users to target their activity – for example, direct marketing campaigns - in areas where there is the highest chance of finding their group of interest.

i) Insulation Targeting What is it? A ranking of insulation potential within a specified area. What does it show? The insulation targeting report provides an indication of the relative potential for insulation measures between different areas. Three different reports are available covering loft insulation (current depth less than or equal to 100mm), unfilled cavity walls or under insulated homes, which is a combination of both loft and cavity wall potential.

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Locations, ranked from highest to lowest probability of finding the chosen criteria

Total Number of homes in location

Criteria – What the report is report is targeting. In this case, under insulated lofts

Likelihood of finding homes matching criteria in this group

Number homes in HEED with information relating to the criteria – in this case, information about loft insulation.

Number homes with information in HEED matching criteria – in this case, under insulated loft.

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ii) CERT Priority Group Eligibility What is it? A ranking of CERT Priority Group potential within a specified area. The following rankings are available:- What does it show? The CERT PG report provides an indication of the relative likelihood of finding households which fall into the CERT priority group in a particular area. Four reports are available which combine either/or/both the DWP data with the CSE Fuel poverty indicator (England only). See Appendix II for further details.

• Total Eligibility – ranking based on a combination of benefits data and persons over 70 years of age

• Benefits Eligibility – ranking based on benefits data only • Age Eligibility – ranking based on benefits data only • CSE – Fuel Poverty Indicator – ranking based on the “basic income” definition of

fuel poverty (England only).

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Likelihood of finding households which fall into the priority group

Criteria – What the report is targeting. In this case, it is combining DWP benefits and age data only.

Locations – in this case Electoral Ward area - ranked from highest to lowest probability of finding the chosen criteria of CERT Priority Group

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iii) CERT Priority Group Insulation targeting report What is it? A ranking of locations within a specified area which potential for under-insulated homes which fall within the CERT Priority Group. What does it show? The CERT PG Insulation targeting report combines the insulation targeting report and the CERT PG targeting report, providing both sets of information and providing a ranking based on highest likelihood of fin ding CERTY PG households which require loft or cavity insulation.

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As in insulation targeting reports

As in CERT PG targeting reports

Locations – in this case Middle Super Output Area - ranked from highest to lowest probability of finding the chosen criteria of CERT Priority Group with unfilled cavity walls

Likelihood of finding householdwhich fall into thepriority group andin this example, have uninsulated cavity walls

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Section 6: Where to Go for Further Help If you would like further guidance about how to use HEED to its best advantage, contact [email protected] or Tel: 020 7222 0101. Please note that for technical IT support click on the support link found on the HEED Online 2 portal page (http://heed.est.org.uk). HEED is regularly updated with new data sets and HEED Online reporting functions are subject to ongoing development and improvement. However, if you have any data that you think might be useful for the database, or suggestions on how HEED Online could provide you with a better service, please contact [email protected] or Tel: 020 7222 0101.

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Appendix I: Energy & Carbon Savings Reports The following measures are included within the energy and carbon savings reports: Loft Insulation 0 - 270mm Loft Insulation 50 - 270mm Loft Insulation 100 - 270mm Loft Insulation 150 - 270mm Loft Insulation (0,50,100) - 270mm Hot Water Cylinder Insulation Draughtproofing Replacement condensing boilers External Wall Insulation (U=0.35) Internal Wall Insulation (U=0.45) Solar Water Heating (Average) Ground Source Heat Pumps Air Source Heat Pumps Biomass wood pellet boiler Fuel Switch to Gas CH Switch to New Oil Central Heating Switch to New LPG Central Heating Fuel Switch to Gas CH Switch to New Oil Central Heating Switch to New LPG Central Heating

Fuel Switch to Gas CH Switch to New LPG Central Heating Double Glazing to C rated* Double Glazing to A rated* PV (2kWp) 1*CFL 2*CFL 3*CFL 4*CFL 5*CFL 6*CFL ESR Fridge Freezer ESR Freezer ESR Refrigerator/fridge ESR Washing Machine ESR Dishwasher ESR Tumble dryer* ESR IDTVs ESR Set top box Gas Tumble Dryer*

These savings were modelled by the Building Research Establishment using the BREDEM-12 model. The savings engine uses property type and size information together with heating fuel and measure detail to apply the appropriate modelled saving of annual and lifetime energy, carbon and associated customer benefits. The assumptions used by the regulator Ofgem to evaluate CERT in terms of rebound/comfort factors and energy prices and carbon factors are also used. *Currently these categories do not have savings applied to them. Although they may achieve savings during the course of this financial year.

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Appendix II: CERT Priority Group / Fuel Poverty Targeting A recent addition to HEED is functionality to assist the targeting of households within the CERT Priority Group and or in Fuel Poverty. Energy Saving Trust has included within HEED statistical benefit claimant data from Department of Work and Pensions as well as the CSE Fuel Poverty Indicator for England to enable this. The CERT Priority Group is defined by householders in receipt the following benefits or tax credits:

− council tax benefit − housing benefit − income support − income based jobseekers allowance1 − attendance allowance − disability living allowance − disablement pension which includes a constant attendance allowance* − war disablement pension which includes a mobility supplement or a constant

attendance allowance* − child tax credit (where the consumer’s relevant income is £15,592 or less)* − working tax credit (where the consumer’s relevant income is £15,592 or − less)* − state pension credit

and all householders with one or more members aged 70 or over. *indicates claimant data not available to include in HEED. Claimant data has been sourced for a range of eligible benefits aggregated at Lower Super Output Area (LSOA) from the Department of Work and Pensions. Data is generally updated on a quarterly basis. The current data is based on claimants as at November 2007, except for council tax benefit/housing benefit (CTB/HB) where the latest available data at LSOA is from August 2005. Please note that CTB/HB data for Scotland is currently unavailable at Data zone level. Therefore, a ranking of areas across England, Wales and Scotland will not provide comparable results. This is not an issue when ranking areas in Scotland alone. Ranking based on the Centre for Sustainable Energy’s Fuel Poverty Indicator for England is available. More information about the CSE fuel poverty indicator is available the Centre for Sustainable Energy at http://www.fuelpovertyindicator.org.uk/

1 NB at present all Job Seeker Allowance claimants are included in the indicator dataset, as data detailing IB-JSA claimants is not available to the required resolution. Based on the latest available data (as at July 2008) approximately 76% of all recipients of JSA also receive the Income Based element so would be CERT PG eligible.

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Population estimates from the Office of National Statistics (ONS) to LSOA are used. Estimates of persons over 70 years of age are sourced from age data from State Pension claimants, also sourced from DWP. The data is presented solely to help inform decision making about the possible density of CERT Priority Group eligible households within geographic areas. The data is NOT to be interpreted as official estimates of eligibility or fuel poverty. The source dataset does not yet contain claimant data of all eligible benefits and credits. However, Energy Saving Trust believes the dataset to provide a useful indicator to an area having a higher likelihood of eligible householders.