Provide information to customers on the purpose, funding and operation of the Green Deal (or equivalent programme)

This standard is about providing information to customers on the purpose, funding and operation of the Green Deal (or equivalent programme).  It is about demonstrating a general understanding of the overall purpose of the Green Deal (or equivalent programme) and how it operates, including the customer journey, energy assessment, eligible measures and how they are identified.  It is also about how Green Deal (or equivalent programme) is funded and paid for and sources of information and support.

You must understand and work to the requirements of each devolved nation.

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1. explain to customers the purpose and operation of the Green Deal (or equivalent programme) and its intended contribution to improving energy efficiency and reducing demand for energy consumption
2. explain sources of information on Green Deal (or equivalent programme) and how customers can access them including online and remote services
3. explain the role of the Green Deal (or equivalent programme) Adviser, the requirement for them to provide relevant advice when acting as a Green Deal (or equivalent programme) Adviser and the measures to ensure that they do so
4. explain how customers are protected throughout the Green Deal (or equivalent programme) journey and the relevant legislation governing mis-selling, unfair trading practices and customer credit agreements which are applicable to the Green Deal (or equivalent programme)
5. describe the ways in which the customer can express an interest in the Green Deal (or equivalent programme) and the first steps in the process
6. explain how the assessment of energy performance is made, how it is different to energy use (occupancy) and how this impacts on recommendations in relation to Green Deal (or equivalent programme)
7. explain what constitutes an eligible energy efficiency measure and that only eligible energy efficiency measures will be funded under Green Deal (or equivalent programme)
8. explain the long-term nature of cost savings arising from the installation of energy saving measures and that these will reduce the effect of future energy price increases 
9. explain the conditions on funding in terms of eligible measures, the controls on costs of equipment and installation and the period of repayment 
10. explain the role of the Green Deal (or equivalent programme) provider as the creditor and the energy suppliers as collectors of repayments via the electricity bill
11. respond to the different circumstances of rural customers
12. explain to customers how heating and other fuel benefits can work with Green Deal (or equivalent programme) finance and where to go for more information
13. explain the relevant complaints procedure in relation to Green Deal (or equivalent programme) advice and the means of redress in the event of a complaint
14. explain the information and documents required for the Green Deal (or equivalent programme)
15. explain that there are alternate ways in which energy efficiency measures can be accessed and funded and signpost customers to further sources of information

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1. the purpose and operation of the Green Deal (or equivalent programme) in improving energy efficiency 
2. the ways in which customers can find out about participating in, or expressing interest in joining, the Green Deal (or equivalent programme)
3. the function of the Energy Performance Certificate in assessing energy efficiency for the domestic sector and acting as the starting point for the Green Deal (or equivalent programme)
4. the requirements of the Green Deal (or equivalent programme) Code of Practice relating to the service delivered to customers 
5. ways of confirming that the Green Deal (or equivalent programme) process provides advice and recommendations, as set out in the Green Deal (or equivalent programme) Code of Practice
6. the requirement to confirm that the customer understands that there is no commitment or obligation to take up the Green Deal (or equivalent programme) finance offer, as set out in the Green Deal (or equivalent programme) Code of Practice
7. what constitutes an eligible measure and how they are selected to make a set of recommendations 
8. the different circumstances and requirements of rural customers, those who are off the gas grid and for traditional built properties in relation to the Green Deal (or equivalent programme) arrangements
9. how the Green Deal (or equivalent programme) is funded in terms of finance to the customer, installation costs and equipment purchase and energy provider recoupment
10. who is eligible for Green Deal (or equivalent programme) finance and the restrictions that apply on eligibility
11. the quotation process and roles and responsibilities of the Green Deal (or equivalent programme) provider, energy supplier, installer and customer, as set out in the Green Deal (or equivalent programme) Code of Practice
12. the types of information and documentation required to be prepared in advance to assist in the Green Deal (or equivalent programme) Energy Assessment
13. the types of permissions and consents required to ensure eligibility for Green Deal (or equivalent programme) finance
14. the disclosure arrangements on Green Deal (or equivalent programme) finance packages at time of transfer of electricity bill obligations 
15. the specific protection for vulnerable groups of customers and its impact on Green Deal (or equivalent programme) repayment arrangements
16. the relevant alternative energy efficiency support schemes and how they can be accessed by customers
17. the Green Deal (or equivalent programme) Adviser certification requirements

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1

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06 Jan 2024

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Current

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Original

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Instructus

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ASTGDA1

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Architects, Building and Construction, Construction, Planning and the Built Environment, Professional Occupations, Town Planners and Surveyors

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3541

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green deal (or equivalent programme); green deal (or equivalent programme) advisor; energy company obligation; feed in tariffs; renewable heat incentive mechanisms; golden rule; energy performance certificate; EPC; energy efficiency measures

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