The understated role of Asset Information Management in Low

Energy Retrofit

Luke Smith, National Energy Foundation

Greenbuild Expo, November 2015

Improving the use of energy in buildings

• Not-for-profit independent organisation working to

promote the better use and supply of energy in

buildings

• Improving the use of energy in buildings

• Provide services for public and private sector

businesses to help reduce energy use and reduce

carbon emissions

• Focus on energy efficiency and sustainable energy

• Support for domestic and non-domestic buildings

The National Energy Foundation

NEF’s work with RPs:

Why we work with RPs

• Very large impact potential (numbers and

performance of stock)

• Aligned values

• Benefit to fuel poor

• Area- based catalyst

• Demonstration potential

• Research potential

Identifying the importance of data About the NEF iAIM project Opportunities + other NEF initiatives

Data Silos

R&M

Customer enquiries/complaints

Development & regeneration

Acquisitions/ Disposals

Voids

Development opportunities

Strategy

Customers

Compliance

Section 106

Customer finances

Procurement

Allocations

Service Charges

Energy Efficiency

Data Silos

Energy Efficiency

R&M

Customer enquiries/complaints

Development & regeneration

Acquisitions/ Disposals

Voids

Development opportunities

Strategy

Customers

Compliance

Section 106

Customer finances

Procurement

Allocations

Service Charges

Context – policy volatility • Energy Company Obligation – targets and valuation of carbon

• Green Deal

• Feed-in-Tariffs – subsidy and equipment costs

• RHPPs and Renewable Heat Incentive…?

• How can advanced retrofit be funded without reliance on subsidy??

38.1%

26.5%

21.0%

7.2% 6.2%

0.8% 0.2% 0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

To

tal m

easu

res in

sta

lled

HHCRO

CSCO

CERO

Context – RP Barriers

Key barriers preventing RPs installing sustainable retrofit measures

111

23

33

54 13 25

26

46

67

24 10 Lack of funding

Lack of technical knowledge

Difficulties in procurement

Planning issues

Supply chain skills

Resident resistance

Too much risk

Commercial difficulties

Other priorities

Lack of awareness

Other

NEF/RE:NEW social housing sector survey, May 2015

(139 respondents selecting four most significant barriers)

Context – Asset Management Data

RP perceptions of the quality of asset management data

NEF/RE:NEW social housing sector survey, May 2015 (139 respondents)

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Very high High Medium Low Very low

Perceived accuracyof your stockcondition and assetmanagement data

Perceived accuracyof data relating tothe energy efficiencyof your housingstock

47% falling to 30%

Context

• Policy volatility makes creating a business case difficult

• A reactive approach is unhealthy - Planning issues and

specification difficulties encountered

• Wider information management related challenges in

the sector, include:

• Welfare reform e.g. under occupancy

• Rent reductions / budget constraints

• Right to Buy / disposals / acquisitions / mergers

• HCA ‘Assets and Liabilities’ and VFM self reporting requirements

• Efficiency e.g. HCA global accounts year on year -2% R&M cost reductions

Identifying the importance of data The NEF iAIM project Opportunities + other NEF initiatives

NEF iAIM Project

- An Integrated Approach to Asset Information

Management (iAIM)

- 12 month feasibility study project subsidised by

InnovateUK

- Supply Chain Integration in Construction Competition

NEF iAIM Project

• Energy Efficiency

• Welfare reform e.g. under occupancy

• HCA ‘Assets and Liabilities’ and VFM self reporting

requirements – social, environmental, economic

• Rent reductions / budget constraints

• Right to Buy / Disposals / Acquisitions / Mergers

• Cost Efficiencies e.g. HCA global accounts year on year -

2% R&M cost reductions

NEF iAIM Project

• 3D Collaborative BIM on all Government projects by 2016

NEF iAIM Project

• Main project aims:

- Review current approaches to asset information

management in the social housing sector

- Identify asset information related challenges and

opportunities

- Identify the role that PAS 1192-3 and other leading asset

management standards might play in helping to drive

innovation in the sector and support the response to ever

growing demands placed on its assets.

- Identify best practice and novel means information

handling

PAS 1192-3

Specification for

information management

for the operation phase

of assets

The relationship between

the organisation

its asset management

function

and the information

management standards

for project delivery and

asset operation

RP Organisational Information Requirements

• Back to basics – OIRs and AIRs:

- “Provide a sustainable supply of affordable housing”

- “Affordable rents and running costs”

- “Deliver social, environmental, economic added value”

Information ‘triggers’ e.g.

Internal board reports, maintenance requests from residents, scheduling planned maintenance, contracting, regulator requirements etc.

Built attributes, property performance (financial and environmental), running costs, occupancy densities, dimensions, property access,

component level accounting

RP Organisational Information Requirements

• What might a reimagined asset information system

look like?

NEF iAIM Project

• How might a new asset information model be used?

• Calculation of the business case and return on investment –

social, environmental, economic

• Identification and appraisal of risks

• Improved specifications and clearer

contracting arrangements

• Setting of Key Performance Indicators

• Monitoring and evaluation of projects

Summary

• iAIM feasibility study completes October 2016

• NEF and NES in partnership offering RPs an energy

support service that fully integrates with traditional

asset management practices.

1. Energy data review and health check

2. Energy data optimisation and baselining (AutoAssessor Pro)

3. Modelling improvement options and targeting

4. Funding, delivery and continuous improvement

Summary

• When looked at in isolation, conceiving and delivering

energy efficiency projects is a challenge

• Make organisation information requirements and asset

information the starting point. Get this right and

everything will follow.

• With the right information, the business case for energy

efficiency investment goes far beyond CO2 and fuel bill

savings…

www.nef.org.uk

Improving the use of energy in buildings

Thank you

luke.smith@nef.org.uk