General

Approved Equivalent Roles List (AERL) - KBCN1809

BREEAM International standards are unique because of their flexibility. For International projects, Assessors can submit roles to substitute those described in the Technical Manuals. Provided that such roles are equivalent to the BREEAM specified roles, BRE Global will approve them for use in a particular country or region. The Approved Equivalent Roles List is a record of all roles that BRE Global has approved to date. The list is periodically updated to reflect recent approvals or withdrawals. Using existing approved roles Where you are using an approved role, and not the role described in the criteria in the scheme Technical Manuals, a copy of the AERL should be included as part of your evidence submission for QA. AERL versions The version of the AERL that is current at the time of registration is the one that is used for assessment. Newer versions released after this can also be used, however older versions before the registration date cannot be used. For example: if the version current at registration was v3.0, then v3.0 (or any later versions) can be used, but v2.0 (or any earlier versions) cannot be used. Proposing new roles New roles cannot be proposed if they are not of equal competency to the BREEAM requirements. Only roles which are equivalent or more rigorous than the BREEAM default roles are considered. If you wish to propose a new role which you think is equivalent in your country or region:

1. Check what the role needs to cover by referring to the roles described in the scheme Technical Manual definition.
2. Complete BF2599 BREEAM Approved Equivalent Roles Application Form and send this to our Technical Team via the Query Webform, adding AERL into the subject field.

The information provided to us within this form must include:

• the names of the proposed role(s)
• confirmation of the scheme and issues the role should apply to
• confirmation of the roles / competent persons you are referring to in the manual
• a detailed explanation of how this work is conducted in your market and how it meets the same level of competency as the BREEAM requirements
• documentation to support your explanation which is clearly marked for our ease of reference. If the documentation is not in English, translations of the relevant sections must be provided.

We will need a few weeks to review the information (please check with us for time scales). If there is missing information, or the information is not clearly referenced, this might take longer. If successful, we will send you a revised copy of the AERL which includes the new role, and will update this for future versions of the AERL.

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Approved Standards and Weightings (ASWL) – Applicability to BREEAM INC V6 - KBCN1489

The International New Construction 2016 country weightings in the Approved Standards and Weightings List (ASWL) are applicable to International New Construction V6. This includes:

• The country weightings
• Approved country specific standards
• BREEAM International 2016-Weightings Questionnaire

The latest version of the ASWL template must be used for newly registered assessments (see KBCN0910).

23 Mar 2022 - Updated to include additional information and align title with other content

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Assessment tools – Applicability to BREEAM INC V6 - KBCN1503

The following offline (Excel) spread-sheet tools for BREEAM International New Construction 2016 remain applicable for assessments using BREEAM INC V6:

• Tra 01 calculator
• Wat 01 calculator
• Mat 01 calculator
• Mat 03 calculator
• Pol 01 calculator

The referencing of these tools will be updated shortly, to confirm this.

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Asset classification – co-living developments - KBCN1568

The following is a guide only. Every project is unique, and assessors must in all cases review the suitability of the criteria to determine the most appropriate asset classification. Co-living features Co-living developments generally combine:

• Self-contained residential apartments with private kitchens and bathrooms.
• Apartments are typically rented for long-term stay (i.e. for periods of more than one month).
• Managed communal areas for work and leisure.
• Managed common facilities.
• Managed landscaping and external areas.

Classification

• For NC or RFO, generally the most appropriate asset classification is 'Residential institutions - long term stay.'
• For BIU, it is Residential.

As a guide, assessors can also consider how their asset is classified according to local regulations.

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Fit-out level – Selecting the appropriate assessment type - KBCN1627

Projects designed and constructed as fully fitted should not be evaluated as ‘Shell and core’ or ‘Shell-only’ where the intent is to limit the scope of the BREEAM assessment without further justification. Where the fit-out level of a project is not consistent, the BREEAM assessment type should be considered in line with KBCN0702

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Guidance Notes – Applicability to BREEAM INC V6 - KBCN1502

Some Guidance Notes that apply to BREEAM International New Construction 2016 (INC 2016) remain fully or partly applicable to assessments using BREEAM International New Construction Version 6 (INC V6): Fully applicable

• GN06 Indoor Air Quality Plans
• GN10 Assessing mixed-use schemes and developments with multiple buildings or units on the same site
• GN13 Relating ecologist reports to BREEAM
• GN18 Recognised responsible sourcing certification schemes in BREEAM and HQM
• GN22 Recognised schemes for emissions from construction products in BREEAM and HQM
• GN24 Demonstrating compliance with Mat 03 in BREEAM

Partly applicable

• GN30 Scheme assessment timeline for BREEAM International New Construction 2016 – this remains applicable for all sections except Energy. We are likely to release a separate, updated scheme assessment timeline for INC V6 later this year.

Not applicable

• GN25 Ene 01 calculation methodology for BREEAM International New Construction 2016 – this is not applicable to INC V6. The new Ene 01 calculation methodology for INC V6 is now described in GN48.

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Knowledge Base – Applicability of INC 2016 KBCNs to INC V6 - KBCN1501

The transition from BREEAM International NC2016 to V6 includes a significant update to the Energy section of the technical manual, however most of the criteria in other categories remain unchanged. We are in the process of migrating KBCNs from NC2016 to V6 and adding new V6-specific content. In the meantime, assessors should consider that where the criteria have not changed in the transition, all relevant NC2016 KBCNs are valid for V6. If, having compared the criteria of both schemes, you are unsure whether a KBCN can be applied to V6, please contact us for clarification using the assessor webform.

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Time critical requirements – Concept / Technical Design stages - KBCN1711

The intent of the criteria relating to project stages in BREEAM is to ensure that actions are taken at a time when they can have the intended influence. Where projects are following these defined stages via a traditional procurement route, referring to the project programme and work stages are a robust and convenient way to demonstrate that the intent is met. However, not all projects will follow these work stages. In such cases, the project can show that the intent is met by demonstrating that, for the relevant BREEAM requirement, the activity has happened when the project is at an appropriate stage of development. Concept Design The project stage at which fundamental aspects of the design are developed.

• What has happened already: the architectural concept is established.
• What is in progress: the design is undergoing spatial coordination and design development for detailed planning approval.
  • Detailed planning approval is an approval that covers all major aspects of the asset's external appearance and form. Typically this means the detailed massing, external materials, and site layout are confirmed.
  • Achieving outline planning permission does not mean that the project has left Concept Design. An outline approval is an approval for architectural concept but with many of the above details still missing, and yet to be developed.

Technical Design Once a detailed planning application has been submitted, many aspects of the design will be fixed, and the project is at Technical Design stage.

• What has happened already: full planning approval has been granted.
• What is in progress: detailed spatial coordination and developed design information is being used to develop the information needed to construct the asset.

Depending on the procurement route, there may be an overlap between technical design and the construction phase of the works. Additional guidance Sometimes different aspects of the design might be at different project stages. KBCN1156 gives detailed guidance on how to define the project stage for each construction element, based on the design information available for that element. Although it was originally written specifically to address Mat 01 LCA for UK NC 2018 and V6, it may be useful in other situations.

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