Details of the different schemes, types and versions that can be submitted using a pre-filled MS excel scoring and reporting tool can be found in KBCN1183 and KBCN1069
Simple three step instructions:
Step 1) On the āAssessment Detailsā tab click on āUpload assessment spreadsheetā and browse and submit.
Step 2) On the āBuilding/development detailsā tab click on āUpload and link evidenceā and browse and submit. Very large zip files may take a while to upload. The document will appear once uploaded
Step 3) On the āSubmitā tab at the top ā complete the submission details and declaration and click āSubmit assessment to QAā.
Detailed instructions:
- Find the assessment within your project folders and click on the assessment to open the assessment in BREEAM Projects (it will have a green tick in one of the dots)
- You may get a screen to choose Design stage (interim) or Post Construction (Final, as-built) ā if so, choose Design (Interim) if you plan to complete separate Design stage and then Post Construction Review (PCR) or choose Post Construction if you are planning on assessing straight to Post Construction (PCA). For PCRs please see KBCN1167
- The assessment will open on the Assessment Details page. Scroll to the bottom of the page and click āUpload assessment spreadsheetā
- Save a copy of the completed MS Excel S&R tool and ensure that the requirements are met
– the BREEAM Assessment reference number stated within the tool is entered in the correct format (BREEAM-XXXX-XXXX)
– the BREEAM Assessment reference number stated within the tool matches the reference for the assessment you are uploading into
– the scheme type stated within the tool matches that for the registration - Click āBrowseā and select the saved S&R tool
- Then click submit. BREEAM Projects will read the tool and upload the relevant information into the assessment. For schemes where the full online reporting tool is not available (all versions other than UK NC 2014 and 2018) it is not possible to make any changes to the issues, credits and scoring. Any changes should be made in the MS Excel tool and uploaded again.
- Click on āBREEAM Ratingā and check the rating and score matches the rating and score in the S&R tool. If they do not match please include this as a note in the comment section on submission
- To upload the evidence click on āBuilding/development detailsā tab (sometimes known as āInitial Detailsā) and scroll to the bottom of the page and click on āUpload and link evidenceā
- Select āupload new evidenceā and complete the Document type. For Zip files of evidence select āOtherā, enter a brief document title e.g. āEvidence Zip fileā and browse to find the file and click save. Very large zip files may take a while to upload, you can see the percentage upload in the bottom left hand side of your screen. Do not refresh the page while it is uploading. Once uploaded it will appear in the evidence list.
- Go to the āSubmitā tab at the top of the screen and complete the questions regarding Fast Track, Translation, Purchase Order. If you have any comments or notes for the QA team regarding the submission then enter them in the comments box.
- Optional: Generate a draft certificate ā to check the address details and project team member details. Please note this function currently is only applicable for the first submission
- Complete the declaration and click āSubmit assessment to QAā.
If you have further queries regarding using BREEAM Projects to submit an assessment please contact us at BREEAM@bre.co.uk or ask a quick question on Live Chat.