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Legislative Update Northgate Energy Assessor Accreditation Scheme Continual Professional Development

Legislative Update Northgate Energy Assessor Accreditation Scheme Continual Professional Development. Version 2.0, Issue Date: 10 th September 2008 CPD Hours: 1. Background to EPCs.

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Legislative Update Northgate Energy Assessor Accreditation Scheme Continual Professional Development

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  1. Legislative Update Northgate Energy Assessor Accreditation Scheme Continual Professional Development Version 2.0, Issue Date: 10th September 2008 CPD Hours: 1

  2. Background to EPCs • Energy Performance of Building Directive (EPBD) was passed as a result of EU ratification of the Kyoto protocol • EPBD aims are to: • Define a methodology of calculating the energy performance of buildings • Set minimum requirements for energy performance on new buildings / those under major renovation and large existing buildings • Provide information to purchasers / tenants about the relative energy efficiency of a property (dwelling or non-dwelling). Relative means against a benchmark national value.

  3. UK Implementation of EPBD • The British Parliament and the Regional Assemblies are implementing articles of the EPBD via a number of areas: • Climate change bill • Publication of national calculation methodology • SAP for new dwellings • Rd SAP for existing dwellings • SBEM / DSM for non dwellings • DEC for Display Energy Certificates • Building regulations approved documents (L1a & b, L2a & b, F) include interpretation of EPBD articles • Housing Act 2004 (related to HIPs) • Statutory instrument for England &Wales is the “Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations 2007”. There is an equivalent instrument for Northern Ireland and Scotland.

  4. Energy Performance of Buildings - Exclusions • Buildings used primarily or solely as a place of Worship • Temporary buildings (planned time of use of two yrs or less) • Industrial sites, workshops and non residential agricultural buildings with low energy demand • Stand alone buildings of floor area less than 50m2 that are NOT dwellings • The EPC does NOT need to be supplied if the construction of the building has not been completed • EPCs are not required if the building is to be demolished (this has to be demonstrated via the various building regs / planning permission)

  5. Definitions • Who is a buyer or tenant? • Someone who requests information about a building from the relevant person or their agents for the purpose of deciding whether to buy or rent the building • Someone who requests to view the building for the reason as above • Someone who makes an offer (oral or written) to buy or rent the building • A building is “a roofed construction having walls, for which energy is used to condition the indoor climate; a building may refer to the building as a whole or parts thereof that have been designed or altered to be used separately”

  6. EPC Timetable: England & Wales (Domestic) • All domestic properties for sale require an EPC before completion • The EPC is now valid for 3 years as per the September changes in regulations - NOTE THIS WAS 12 MONTHS • All domestic properties require an EPC ON CONSTRUCTION • Related to building regulations • On-construction energy assessors must produce the EPC • From 1st October 2008 all domestic properties FOR SALErequire an EPC even if they are already on the market and did not previously need an EPC • From 1st October 2008 all domestic properties FOR RENT require an EPC on first change of tenancy. • This is private and social sectors • The EPC is valid for 10 years • http://www.communities.gov.uk/documents/planningandbuilding/pdf/circular062008.pdf for full details of the amendments dated 4th September 2008

  7. EPC Timetable: England & Wales (Commercial) • Phased implementation • All non domestic buildings for sale, rent or on-construction more the 2500m2 require an EPC • The requirement for all buildings will be introduced from 1st October 2008 (on a trigger event) • The EPC is valid for 10 years • Non domestic (commercial) energy assessors must produce the EPC • Three levels of assessor (3,4 &5) for different complexity of building • Display Energy Certificates (DECs) are also part of the EPBD for public buildings and are required from October 2008

  8. EPC Timetable: Northern Ireland • Statutory Instrument is the “The Energy Performance of Buildings (Certificates and Inspections) Regulations (Northern Ireland)” 2008 • http://www.opsi.gov.uk/sr/sr2008/pdf/nisr_20080170_en.pdf • Commencement dates are: • Dwellings: • For Sale - 30th June 2008 • New builds - 30th September 2008 • Rental - 30th December 2008 • Buildings other than Dwellings: • For Sale - 30th December 2008 • New Builds - 30th September 2008 • Rental - 30th December 2008

  9. EPC Timetable: Scotland • Statutory Instrument is the “The Building (Scotland) Amendment Regulations 2007” http://www.opsi.gov.uk/legislation/scotland/ssi2007/ssi_20070166_en_1 • Commencement dates are: • Dwellings: • New builds – 1st May 2007 • For Sale – 1st December 2008 • The EPC is provided with the Home Pack issued under the Single Survey • Rental – 4th January 2009 • Buildings other than Dwellings: • New builds – 1st May 2007 • For Sale – 4th January 2009 • Rental – 4th January 2009 • A separate CPD module will be issued for Scotland in Autumn 2008

  10. Energy Assessors & EPCs • An EPC must be “issued by an Energy Assessor who is accredited to produce and EPC for that category of building” • An in England, Wales & Northern Ireland an Energy Assessor “must be a member of an accreditation scheme approved by the Secretary of State”. In Scotland an assessor must belong to a protocol organisation (Northgate is one) • Accreditation schemes are limited to the categories of buildings for which members may produce EPCs • Accreditation schemes MUST ensure its members: • Are fit and proper persons to undertake energy assessments • Operate under an appropriate code of conduct • Are Qualified to undertake energy assessments • Have suitable indemnity cover And in addition they MUST • Operate procedures that ensure consistency and accuracy of assessments • Have active QA procedures • Facilitate resolution of complaints against members • Operate disciplinary procedures • Maintain a register of members • Is an organisation that has financial stability / probity

  11. Energy Assessor Obligations • Each EA has been issued with the code of conduct, T&Cs, complaints and disciplinary documents on accreditation • The Accreditation Scheme will monitor DEAs against the code • Via householder survey, accompanied visits and complaints • What is in the Code of Conduct? • Covers professional behaviour, confidentiality of information, discrimination, essential items such as PII, records and CPD • DEAs must inform the scheme if any of their details or circumstances change • DEAs must only work within their level of technical competence • Must notify the scheme of ALL complaints and escalate to us if it can not be resolved • Must notify the scheme if you have a concern about another member • Covers conflict of interest when conducting an Energy Assessment

  12. Responsibilities: The Energy Assessor • The Energy Assessor shall • Follow the Code of conduct • Comply with the complaints and disciplinary policies (and any decisions arising from them) • Keep “full and detailed” records of work activities as a EA for the duration of membership AND for 6 year thereafter • Records / other documentation may be requested (and must be provided) by the scheme • Notify us if you become a member of another Scheme (or cease to be a member) • Keep up to date and develop expertise via CPD / lifelong learning • Arbitration is allowed for via the Chartered Institute of Arbitrators • Allow the scheme (or representatives) to conduct quality audits on EPCs including accompanied and re-visits

  13. Responsibilities: Northgate Scheme • Northgate shall • Operate the scheme in accordance with the appropriate government guidelines • Provide the rdSAP software and lodgement mechanism in accordance with the register provider • In accordance with Data Protection laws hold information about EAs • We are a Data Controller and take great care of your personal data • Our accreditation scheme is certified to ISO27001 standard

  14. Questions • What are the origins of the introduction of EPCs? • Which government departments are responsible? • How long are domestic “For Sale” and “rental” EPCs valid for in England & Wales? • What is the enforcement date for rental properties in England & Wales, Northern Ireland and Scotland? • List 3 examples of properties excluded from EPC regulations • Explain the difference between an Asset rating and an Operational rating Name: Assessor No: • Please complete the answers to the questions and forward to the Northgate Accreditation scheme (dea@northgate-is.com)

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