Approved Document Part O of the Building Regulations / Dynamic Simulation Modelling (CIBSE TM52 & TM59)

Overheating has become a key problem for building design. The need to reduce energy consumption whilst dealing with global climate change has reduced the options available for building comfortable, low-energy buildings

Approved Documents Part O – Overheating

Compliance to AD. Part O can be achieved by one of the following.

  • Simplified calculation
  • Dynamic Simulation Modelling to CIBSE TM59

Compliance for TM59 modelling is based on passing both of the following two criteria:

a) For living rooms, kitchens and bedrooms: the number of hours during which DT is greater than or equal to one degree (K) during the period May to September inclusive shall not be more than 3 per cent of occupied hours. (CIBSE TM52 Criterion 1: Hours of exceedance).

b) (For bedrooms only: to guarantee comfort during the sleeping hours the operative temperature in the bedroom from 10 pm to 7 am shall not exceed 26 °C for more than 1% of annual hours. (Note: 1% of the annual hours between 22:00 and 07:00 for bedrooms is 32 hours, so 33 or more hours above 26 °C will be recorded as a fail).

Homes that are predominantly naturally ventilated, including homes that have mechanical ventilation with heat recovery (MVHR), with good opportunities for natural ventilation in the summer should assess overheating using the adaptive method based on CIBSE TM52 (2013), against criteria (a) and (b)

TM59 provides a single criterion for assessing comfort and overheating in predominantly mechanically ventilated buildings:

For homes with restricted window openings, the CIBSE fixed temperature test must be followed, i.e. all occupied rooms should not exceed an operative temperature of 26 ˚C for more than 3% of the annual occupied annual hours (CIBSE Guide A (2015a)).

  • Domestic – CIBSE TM59
  • Non-domestic – CIBSE TM52

Domestic – CIBSE TM59

Compliance for TM59 modelling is based on passing both of the following two criteria:

  • For living rooms, kitchens and bedrooms: the number of hours during which DT is greater than or equal to one degree (K) during the period May to September inclusive shall not be more than 3 per cent of occupied hours. (CIBSE TM52 Criterion 1: Hours of exceedance).
  • (For bedrooms only: to guarantee comfort during the sleeping hours the operative temperature in the bedroom from 10 pm to 7 am shall not exceed 26 °C for more than 1% of annual hours. (Note: 1% of the annual hours between 22:00 and 07:00 for bedrooms is 32 hours, so 33 or more hours above 26 °C will be recorded as a fail).

Homes that are predominantly naturally ventilated, including homes that have mechanical ventilation with heat recovery (MVHR), with good opportunities for natural ventilation in the summer should assess overheating using the adaptive method based on CIBSE TM52 (2013), against criteria (a) and (b)

TM59 provides a single criterion for assessing comfort and overheating in predominantly mechanically ventilated buildings:

For homes with restricted window openings, the CIBSE fixed temperature test must be followed, i.e. all occupied rooms should not exceed an operative temperature of 26 ˚C for more than 3% of the annual occupied annual hours (CIBSE Guide A (2015a)).

Recent evidence has shown that overheating risk needs to be taken seriously in the residential sector. Many new or refurbished homes have designs that contribute to overheating risk by, for example, having high proportions of glazing (resulting in excessive solar heat gains), inadequate natural ventilation strategies or mechanical ventilation systems that are not delivering intended air change rates

Overheating risk is also affecting existing homes, especially in buildings that do not have adequate methods for dissipating heat gains and are less resilient to climate change. The health and well-being impacts of overheating can be significant for residents, resulting in stress, anxiety, sleep deprivation and even early deaths in heat waves, especially for vulnerable occupants. The situation is predicted to get worse. The Committee on Climate Change has estimated that mortality rates arising from overheating could rise from 2000 per year in 2015 to 7000 per year by the 2050s

Assessing overheating risk in homes is a complex issue and not adequately assessed by building regulations. Indeed, it would be wrong to assume that a home that complies with building regulations that were designed to focus on energy conservation also gives sufficient assurance of avoidance of overheating. Hence the recommendation that comfort conditions are separately assessed if it is felt that there could be a risk.

Many factors influence overheating in homes, including the intensity of heat gains, occupancy patterns, orientation, dwelling layout, shading strategy and ventilation method. Dynamic thermal modelling can be used to simulate the internal temperature conditions and will therefore help establish whether threshold conditions of discomfort will be reached. Given the complexity of the factors influencing overheating it is important that a standardised methodology is used to assess risk and hence the need for this technical memorandum. It can be applied to dwellings, care homes and student residences. Early analysis of overheating risk is recommended so that mitigation strategies can be reviewed in design proposals.

Non-domestic – CIBSE TM52

CIBSE TM52 provides a methodology for the assessment of overheating risk in non-domestic

Buildings, the criteria are split into 3 sections 1, 2 and 3:

  • Criterion 1 – Hours of Exceedance (He): sets a limit for the number of hours that the operative temperature can exceed the threshold comfort temperature (upper limit of the range of comfort temperature) by one degree or more during the occupied hours of a typical non-heating season (1st May to the 30th September)
  • Criterion 2 – Daily Weighted Exceedance (We): deals with the severity of overheating, which can be as important as its frequency, the level of which is a function of both temperatures rise and its duration. This criterion sets a daily limit for acceptability.
  • Criterion 3 – Upper Limit Temperature (Tupp): sets an absolute maximum daily temperature for a room, beyond which the level of overheating is unacceptable.

 Research has been directed towards methods for increasing indoor winter temperatures, but this can lead to lightweight, highly insulated buildings that respond poorly in the summer. CIBSE has responded by forming the CIBSE Overheating Task Force.

This Technical Memorandum (TM) is about predicting overheating in buildings. It is intended to inform designers, developers, and others responsible for defining the indoor environment in buildings. It includes the recommendations of the Overheating Task Force, which has sponsored and published this document.

The Task Force realised that one problem for designers has been the absence of an adequate definition of overheating in naturally ventilated buildings. In the past overheating has been defined as a number of hours over a particular temperature, irrespective of conditions outside the building. Recent work embodied in European standards suggests that the temperature that occupants will find uncomfortable changes with the outdoor conditions in a predictable way. This research informs the CIBSE guidance presented in this Technical Memorandum (TM). The meaning of the research and the link with overheating are explained and a series of criteria by which the risk of overheating can be assessed or identified are suggested.