Presentations

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
  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/planningan
  dbuilding/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/ssi200
  7/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,
  TCs, 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_at_northgate-is.com)

15
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