WHQS_questionnaire

Whole Stock Assessment and Target Energy Pathways:
Pilot Assessments Questionnaire

This questionnaire identifies the subject matter for discussion in the planned one-to-one meetings with Sustenic. There is no requirement to complete this ahead of the meetings but any early consideration and notes will help progress our work on the day.

Whole Stock Assessment and Target Energy Pathways - Step 1 of 7

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WHQS reporting in the past

Do you have a record of your last WHQS performance report in relation to the energy efficiency of your housing stock?

Yes
No
Don't know

How was this information gathered or derived?

How/when do you refer back to this information?

How do you use this existing information?

How did you manage housing energy efficiency improvements at the same time as maintenance and renewal programmes?

Notes

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Draft WHQS2023 Guidance

Have you seen a draft of the WHQS 2023 Guidance on Whole House Assessments and Target Energy Pathways?

Yes
No
Only relevant parts

What do you think the implications of this guidance are for you and your organisation?

How does this differ from your practice in the past?

Notes

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Asset management software & database

Please give an overview of what data is stored in your asset management database where it impacts on or relates to energy efficiency?

This, for example, could include some condition information.

Add files/documentation if relevant

Click or drag files to this area to upload. You can upload up to 5 files.

Is all or part of your energy data stored in this database?

All
Part
None

Do you have a separate energy module in the asset management database?

Yes
No
Don't know

Is one available?

Yes
No
Don't know

Please provide its name, version and the provider.

What support has your provider given you in setting up this software?

What facilities does your energy software have for modelling?

Does your energy software identify energy efficiency improvement measures?

Yes
No
Don't know

Does your energy software identify energy efficiency improvement measure combinations necessary to meet a target e.g. SAP or EIR?

Yes
No
Don't know

Which energy efficiency measures does it identify?

Insulation (wall, roof, floor)
Double or triple glazing windows
Draught-proofing
Smart heating controls
Renewable energy sources (e.g. solar panels, wind turbines)
High-efficiency boilers
Energy-efficient lighting (LED lights)
Hot water cylinder insulation
Air source heat pumps
Ground source heat pumps.
Others:

Please specify:

What output metrics can you identify from your energy software beyond SAP and EPC rating?

EIR
CO2 emissions
Heat Loss Parameter
Space Heating Requirement
Others:

Please specify:

Notes:

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Stock condition software & database

What data do you have on stock condition?

Where is it stored?

In the main asset database
A separate asset database module
A separate software
None of the above:

Please specify:

How is your condition data sourced?

Stock condition survey
Periodic inspections
Void inspections
Complaint response inspections

Please provide detail on frequency and survey/inspection numbers

Notes

Database linkages

How do you combine housing asset, energy and condition data?

They are in a single system linked by reference number/address
They are in multiple systems able to query each other by reference number/address
They are in multiple systems which can import data and link data by reference number/address
They are in multiple systems with no or poor linkage or import capability
Other

Please describe:

Is there a primary address list containing all of the properties owned and/or managed by your organisation?

Yes
No
Don't know

Are Ordnance Survey UPRNs provided together with address information?

Yes
No
Don't know

Do you have a spatial file of the property locations?

Yes
No
Don't know

i.e. GIS capability?

Notes

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Data

Please provide an overview of the extent and depth of coverage of your data in relation to assets, energy and condition.

More detailed questions on this are included below.

How many and what kind of items of information are held and how are they structured?

What limits are there on how you can store your data?

Regarding fields in the database

Fields are pre-defined
Fields are configured by ourselves
Both

Are there templates that you use to configure your databases?

Yes
No
Don't know

Are there certain types of data that you need that are completely missing?

Yes
No
Not applicable

What are they and why do you think they are necessary?

Please describe how complete is your data for housing assets, energy and condition.

Are there gaps in datasets?

Yes
No
Don't know

How extensive are they and what data is affected?

Please describe how up to date your data is in relation to housing assets, energy and condition.

Do your databases timestamp data entry allowing you to assess timeliness of data?

Yes
No
Don't know

How do you assess how up to date your data is?

Are there compulsory date fields?

Yes
No
Don't know

Are these validated?

Yes
No
Don't know

Please describe how accurate your data is in relation to housing assets, energy and condition.

What is the basis of your assessment? Please include in your response

What is your current strategy/approach to data collection for housing assets, energy and condition?

For example do you have any current plans for a stock condition survey?

What part does EPC data play in your energy data?

Data include the input data as collected by the EPC surveyor
We only have access to the published EPC dataset
Don't know

How is your EPC data stored?

How is your EPC data updated?

Notes

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Analytical Capability

Please describe what access do you have to data analytical skilled personnel.

Do you have a data analyst in your team or your organisation?

Yes
No
Don't know

What access do you have to your data analyst?

Do they have sufficient capacity to support you on decarbonisation?

Yes
No
Don't know

Do you have anyone with some data analysis skills?

Yes
No
Don't know

Please tick all the statements that you agree with in the following list:

Specific data analysts skill are necessary
The software you have available to you is able to deliver your analytical requirements
None of the above

Please describe the ability of your data analyst to support you in developing a whole stock assessment and target energy pathways.

What tools do your analysts use?

Dedicated energy software
Asset management software
Stock condition software
Spreadsheets
Other:

Please specify

Notes

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Compliance policy

How do you see your compliance policy developing to address decarbonisation and affordable warmth in WHQS2023?

How do you think this will differ from your current approach?

Notes

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WHQS_questionnaire

WHQS reporting in the past

Draft WHQS2023 Guidance

Asset management software & database

Stock condition software & database

Database linkages

Data

Analytical Capability

Compliance policy

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