Energy efficiency upskilling for social investors
Background information
ACCESS – the Foundation for Social Investment has contracted the Centre for Sustainable Energy (CSE) to deliver an upskilling programme on energy efficiency for social investors, running from January 2024 to March 2025. This was one of the market needs identified during the consultation process for ACCESS’s £12m allocated from Dormant Assets to support the sector with energy efficiency.
This survey
When we improve the energy efficiency of a non-domestic building this can encompass a wide range of measures and interventions, ranging from basic works such as the installation of loft insulation or smart heating controls, to bigger projects like new windows, solid wall insulation, or low carbon heating systems. In order to design an upskilling programme that meets the needs of its target audience (you!), we would greatly appreciate your time to answer this survey. We want to understand what your current knowledge is of, for example, energy efficiency measures (to the degree that is relevant to your role in investment decision-making) and the topic areas for which additional information, resources and training would be considered most useful. It shouldn’t take more than 30 minutes to complete the survey. Thank you in advance for your time.
About the Centre for Sustainable Energy
The Centre for Sustainable Energy (www.cse.org.uk) is a Bristol-based charity working on the twin challenges of tackling climate change and ending the suffering caused by cold homes. If you have any questions about this survey and the wider upskilling programme, or if you have supplementary information that you would like to email alongside completing this survey, please be in touch with Harriet Sansom (harriet.sansom@cse.org.uk).
1. About you
Name
First Name
Last Name
Email
example@example.com
Your organisation
Your job role
Do you have any retrofit / energy / building-related qualifications? Please provide details.
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2. Current investment decision-making on energy efficiency
Have you already been involved in making an energy-efficiency related decision for a non-domestic building?
Yes
No
What was funding being requested for (if you remember)?
What information was provided which evidenced the need for the measure(s)?
Energy Performance Certificate (EPC)
Detailed energy audit
I don't know / can't remember
Other
You chose 'other' - please provide details
Did you feel able to understand and interpret the information that was provided?
Yes
No
Somewhat
Was funding granted?
Yes
No
You answered 'no' - please can you briefly explain why (if you remember)
What framework was used for making decisions (i.e. what shaped whether or not the application was approved)?Type a question
More generally, why has your organisation decided to make energy efficiency investments?
We're looking for case studies of energy efficiency-related financing (from the last 3 years) that highlight best practice, lessons learned, and the impact on the organisations that were support. From your investment portfolio, do you have examples that we could feature to support with our training and support programme, and are you happy for the Centre for Sustainable Energy to get in touch with you for further information?
Yes
No
Not relevant
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3. Preparatory work for building retrofit
Prior to making retrofit changes to a building, it is important that essential repairs and maintenance are carried out. Maintenance is the easiest way to improve comfort and energy efficiency levels in a building. And as the first step in the retrofit journey, it will ensure the full benefit of the retrofit changes are captured, and that there are no unintended consequences.
Do you have an understanding of what preparatory works are necessary with regards different retrofit choices?
I have sufficient understanding for carrying out my role
I have some understanding, but also have knowledge gaps, with regards to being able to carry out my role
I do not have sufficient understanding for carrying out my role
I do not think this topic area is relevant to my role
When you make energy efficiency-related investment decisions, could preparatory works, such as maintenance, also be funded through your investment?
Yes
No
Don't know
I haven't yet made any energy-efficiency related investment decisions
Do you take the need for preparatory works into account in your investment decision-making (i.e. are applicants required to demonstrate that their building does not have any maintenance requirements which would negatively impact upon the functionality of the energy efficiency measures for which they're seeking funding)?
Yes
No
Don't know
I haven't yet made any energy-efficiency related investment decisions
Would you like to know more on this topic to support you in your role in investment decision-making?
Yes
No
COMMENT BOX - if relevant, please share any additional comments or detail you may have in relation to the above two questions.
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4. Managing energy in a non-domestic building
Managing energy and heat in a non-domestic building, like a community building, can be a particular challenge. Every building will have multiple different uses, be running with different budgets and capacities, be of different construction types, and have had different changes made to them over the years (to differing standards!). This means each building will require a bespoke solution.
Do you have an understanding of what options there are to increase the efficiency of how energy is managed within a non-domestic building (e.g. building-level energy management systems; smart heating controls) in so far as is relevant to your role in investment decision-making?
I have sufficient understanding for carrying out my role
I have some understanding, but also have knowledge gaps, with regards to being able to carry out my role
I do not have sufficient understanding for carrying out my role
I do not think this topic area is relevant to my role
Would you like to know more on this topic to support you in your role in investment decision-making?
Yes
No
COMMENT BOX - if relevant, please share any additional comments or detail you may have in relation to the above two questions.
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5. Your knowledge of energy efficiency measures
Do you have an understanding of what options there are to increase the energy efficiency of a non-domestic building's fabric (a building's 'fabric' includes its walls, floors, roofs, windows and doors), in so far as is relevant to your role in investment decision-making?
I have sufficient understanding for carrying out my role
I have some understanding, but also have knowledge gaps, with regards to being able to carry out my role
I do not have sufficient understanding for carrying out my role
I do not think this topic area is relevant to my role
Would you like to know more on this topic to support you in your role in investment decision-making?
Yes
No
COMMENT BOX - if relevant, please share any additional comments or detail you may have in relation to the above two questions.
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6. Your knowledge of low-carbon heating options for non-domestic buildings
Low-carbon heating options are those that: 1) Directly use non-fossil fuel based energy; examples include: solar thermal water heating, biomass or wood boilers 2) Are electric and therefore have the potential to not be fossil fuel-based (i.e. they can run off electricity generated by renewable sources, rather than electricity generated via the burning or combustion of fossil fuels); examples include: air, ground and water-source heat pumps.
Do you have an understanding of what low-carbon heating options there are for non-domestic buildings in so far as is relevant to your role in investment decision-making?
I have sufficient understanding for carrying out my role
I have some understanding, but also have knowledge gaps, with regards to being able to carry out my role
I do not have sufficient understanding for carrying out my role
I do not think this topic area is relevant to my role
How confident do you feel in considering the appropriateness of different types of low-carbon heating options in different contexts?
I have sufficient confidence for being able to carry out my role
I have some confidence for being able to carry out my role
I do not have sufficient confidence for being able to carry out my role
I do not think this topic area is relevant to my role
Would you like to know more on the topic of low-carbon heating to support you in your role in investment decision-making?
Yes
No
COMMENT BOX - if relevant, please share any additional comments or detail you may have in relation to the above questions.
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7. Your knowledge of renewable energy generation options for non-domestic buildings
Renewable energy generation is where electricity is generated through renewable sources. More generally these sources include: wind, wave, tidal, hydro, geothermal and solar. When we’re looking at renewable options for a building, this is predominantly solar in the form of photovoltaic panels (although you can also get building-mounted micro wind turbines).
Do you have an understanding of what renewable energy options there are for non-domestic buildings, and what constraints exist, in so far as is relevant to your role in investment decision-making?
I have sufficient understanding for carrying out my role
I have some understanding, but also have knowledge gaps, with regards to being able to carry out my role
I do not have sufficient understanding for carrying out my role
I do not think this topic area is relevant to my role
Would you like to know more on this topic to support you in your role in investment decision-making?
Yes
No
COMMENT BOX - if relevant, please share any additional comments or detail you may have in relation to the above questions.
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8. Risks
When making changes to a building to improve its energy efficiency, there are risks that will need to be identified and processes put in place to mitigate these. When changing the fabric of a building, the headline risk is damp. But there are other risks, and these will vary depending on the building type, age, location and how it is used.
Do you have an understanding of what risks there are when making retrofit changes to a building, in so far as is relevant to your role in investment decision-making?
I have sufficient understanding for carrying out my role
I have some understanding, but also have knowledge gaps, with regards to being able to carry out my role
I do not have sufficient understanding for carrying out my role
I do not think this topic area is relevant to my role
When you make energy efficiency-related investment decisions, are applicants required to demonstrate that they have assessed risks and integrated processes to mitigate these into their design/approach? Please provide details as appropriate.
Do you support applicants to consider risks through the application process? Please provided details as appropriate.
When you make energy efficiency-related investment decisions, are applicants required to include post-installation performance monitoring into their plan (i.e. so that they can monitor whether or not the intended benefit of the measure is realised)?
Would you like to know more about retrofit-related risks to support you in your role in investment decision-making?
Yes
No
COMMENT BOX - if relevant, please share any additional comments.
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9. Tradespeople, trademarks and regulation
The use of experienced tradespeople (with experience that is relevant to the specific building type) is a way through which to reduce risk. There are various methods for finding a good tradesperson, including getting recommendations from others.
When you make energy efficiency-related investment decisions, are applicants required to demonstrate steps they have taken / will take to ensure they are using appropriate tradespeople (i.e. if their building is a heritage building, ensuring they use a tradesperson with experience of traditional/heritage buildings)?
Are you being asked by applicants for support with recommending suppliers?
PAS2038 is government-sponsored (currently voluntary) specification that sets out requirements on retrofitting non-domestic buildings for improved energy efficiency (examples of requirements include: a dedicated project lead is needed to manage/coordinate the various aspects of a building’s retrofit; when working on a traditional building, the project lead is required to have specific training). Would you like to know more about PAS2038 to support you in your role in investment decision-making?
Do you feel you have sufficient knowledge of the regulatory context which governs the retrofitting of non-domestic buildings, in so far as is relevant to your role in investment decision-making?
I have sufficient understanding for carrying out my role
I have some understanding, but also have knowledge gaps, with regards to being able to carry out my role
I do not have sufficient understanding for carrying out my role
I do not think this topic area is relevant to my role
Would you like to know more about the regulatory context to support you in your role in investment decision-making?
Yes
No
COMMENT BOX - if relevant, please share any additional comments.
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10. Format of training sessions
The upskilling programme will run from January 2024 till March 2025. We will start the upskilling programme with a short, online introductory session, outlining the programme's curriculum, and providing some high-level context to the sessions which will follow. Following this introductory session we will have 'deep dive' sessions covering different topics. Would you prefer for these sessions to be online or in-person?
Online
In-person
I don't have a preference
For our deeper dive sessions, what is a maximum session length to support you to join?
Up to 1 hour
Up to 2 hours
Up to 3 hours
We propose running at least 1 in-person session in a building in order to aid understanding of the issues in situ. Depending on requirements, this could be run in different geographical locations. Would you be interested to join an in-situ session?
Yes
No
Not sure
To attend an in-situ session, how far would you be willing to travel? (in hours)
We propose running a monthly session to facilitate peer learning and sharing of experiences across organisations and programmes. Would you be interested to join a monthly peer learning session?
Yes
No
Not sure
We hope to provide some customised 1-1 support from one of CSE's building professionals, enabling you to access and apply CSE's expertise through the course of the upskilling programme. Would you be interested to access this 1-1 support?
Yes
No
Not sure
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11. Format of resources
In addition to our training sessions we propose developing resources covering specific topics, to support your learning from our sessions. These resources could be in the form of: written guides, short videos, or case studies.
Please rate how useful you would find the following resources:
Written guides
1
2
3
4
5
Short videos
1
2
3
4
5
Case studies
1
2
3
4
5
Other (please provide details)
I would not use resources (written/video/case studies)
Please tick
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Future investments
Looking forward, what from the following list do you expect to be supporting investments in (if you're not sure please skip this question):
Rows
A lot
Just a few
None
Don't know
Solar PV panels
Solar water heating
Low head hydro systems
Small-scale wind turbines
Battery storage
Heat pumps
More efficient gas / oil heating systems (i.e. an upgrade)
Energy efficient lighting systems
Glazing upgrades
Insulation (wall, floor, roof)
Electric vehicles
Charging infrastructure for electric vehicles
Smart heating controls
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Final comments
Please provide any further commentary to support your answers above to ensure we have sufficient detail to design a training programme which meets your needs.
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Thank you very much for taking the time to complete this survey. We will be in touch soon.
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