Explain the Green Deal (or equivalent programme) Advice report to non-domestic customers

This standard is about explaining the components of the Green Deal (or equivalent programme) Advice report to non-domestic customers and the implications for implementing the recommendations.  It also identifies the limits of the report and clarifies where impartial advice ends and where commercial activities begin. Funding eligibility and options are explained. 

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

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1. explain the hierarchy of energy efficiency measures based on carbon impact and the payback period
2. explain the difference between high, medium and low carbon impact energy efficiency measures, giving examples of the relative scale of savings which may be achieved by each
3. explain which energy efficiency measures have greater impact on the energy performance of the non-domestic building elements in question and why
4. explain the benefits of installing several energy efficiency measures as part of a package
5. explain how estimates of running costs have been arrived at and for how long they will be valid
6. provide advice as to how the recommendations can be implemented and where to access further information
7. provide information on how the management of the building and its services can impact on energy savings and costs 
8. respond to the different requirements of rural customers in relation to the Green Deal (or equivalent programme) arrangements  
9. indicate how any future changes in energy consumption and prices not included in the assessment may impact on savings
10. identify any relevant incentives for the non-domestic customer adopting the proposed Green Deal (or equivalent programme) package of energy efficiency measures
11. explain the limitations on customer choice in respect to brands and appearance of equipment and materials that installers will provide in implementing a package of energy efficiency measures in respect of measures financed through Green Deal (or equivalent programme)
12. discuss issues and concerns the customer may have regarding the report and information provided and next steps in the process and provide additional explanation and information as required 
13. explain the funding options available and how to apply for funding
14. discuss the proposed energy efficiency measures in the report and identify ways of addressing barriers to implementing the energy efficiency measures 
15. invite and respond to customer questions, issues and concerns based on the energy assessment
16. confirm that the customer is aware of their responsibilities to future occupiers in terms of potential changes to energy savings should energy saving features be removed 
17. confirm the nature of the impartial technical advice being provided up to this point in the process
18. confirm your professional responsibility for the recommendations made, any liabilities that arise from this and any disclaimers relating to the recommendations 
19. disclose the fees that the Green Deal (or equivalent programme) Adviser might receive if the customer follows the advice given in relation to one or more energy efficiency measures 
20. confirm the next stages in the process, following the requirements of the Green Deal (or equivalent programme) relevant Code of Practice and indicate who may be involved in the process
21. declare any specific links with suppliers of Green Deal (or equivalent programme) products and services you may have and the fact that any further involvement in the process will involve your promotion of the products and services of those suppliers

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1. the requirements of the Green Deal (or equivalent programme) relevant Code of Practice in respect of issuing Green Deal (or equivalent programme) Advice Reports to customers
2. the difference between high, medium and low carbon impact energy efficiency measures and the scale of savings that each may achieve
3. which energy efficiency measures have greater impact on the energy performance of the building in question and why
4. the benefits of installing several energy efficiency measures as one package
5. how estimates of costs have been arrived at and for how long they will be valid
6. the different circumstances and requirements of rural customers in relation to Green Deal (or equivalent programme) arrangements 
7. the impact of how the building is managed on potential energy savings and actual costs
8. how to communicate and explain the energy efficiency measures to the customer
9. the specific advice on implementing the energy efficiency measures which you may be required to provide and sources of further help and advice
10. the funding options available and the eligibility requirements of the Green Deal (or equivalent programme) financial package
11. your professional responsibilities and liabilities in the giving of advice on Green Deal (or equivalent programme) and any disclaimers that should be made
12. how to disclose links to suppliers of products and services in a manner that confirms the customer understands the implications of your further engagement in the Green Deal (or equivalent programme) process

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Energy efficiency measures:

• all energy performance improvements listed at Appendix T of the current version of Standard Assessment Procedure (SAP)
• any other improvements that may be supported by UK Government policy of that of the devolved nations, as listed in relevant legislation or guidance

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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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ASTGDA7

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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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non-domestic green deal (or equivalent programme) advice report; energy efficiency measures

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