Legislative Update Northgate Energy Assessor Accreditation Scheme Continual Professional Development...
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Transcript of Legislative Update Northgate Energy Assessor Accreditation Scheme Continual Professional Development...
Legislative UpdateNorthgate Energy Assessor Accreditation Scheme
Continual Professional Development
Version 2.0, Issue Date: 10th September 2008
CPD Hours: 1
CPD – Legislative Update v2.0 10/09/08 (9.82)
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.
CPD – Legislative Update v2.0 10/09/08 (9.82)
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.
CPD – Legislative Update v2.0 10/09/08 (9.82)
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)
CPD – Legislative Update v2.0 10/09/08 (9.82)
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”
CPD – Legislative Update v2.0 10/09/08 (9.82)
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 SALE
require 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
CPD – Legislative Update v2.0 10/09/08 (9.82)
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
CPD – Legislative Update v2.0 10/09/08 (9.82)
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
CPD – Legislative Update v2.0 10/09/08 (9.82)
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
CPD – Legislative Update v2.0 10/09/08 (9.82)
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
CPD – Legislative Update v2.0 10/09/08 (9.82)
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
CPD – Legislative Update v2.0 10/09/08 (9.82)
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
CPD – Legislative Update v2.0 10/09/08 (9.82)
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
CPD – Legislative Update v2.0 10/09/08 (9.82)
Questions
1. What are the origins of the introduction of EPCs?
2. Which government departments are responsible?
3. How long are domestic “For Sale” and “rental” EPCs valid for in England & Wales?
4. What is the enforcement date for rental properties in England & Wales, Northern Ireland and Scotland?
5. List 3 examples of properties excluded from EPC regulations
6. 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 ([email protected])