Produce and issue Advisory Reports

This standard is about producing and issuing Advisory Reports, required for defined categories of public buildings to accompany Display Energy Certificates and communicating their contents to customers.  It is about processing information to produce an Advisory Report, preparing and issuing Advisory Reports, lodging them on the relevant devolved nation's National Register and communicating the contents of the Advisory Report to customers.  

Note that the term 'assessment' is used throughout the standards when referring to the overall process of determining the Asset Rating of a property, or its Operational Rating, whereas 'inspection' is used only when referring to on- site inspection of the property and its features. 

The references to customers throughout the standard refer both to internal customers, such as line managers, as well as external customers; for example, organisations who have contracted your services or representatives of external customer organisations.

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Process information to produce Advisory Reports

1. identify the features present in a building that will be relevant to the development of recommendations for improving operational energy efficiency
2. determine the operational and maintenance practices that will be relevant to the development of recommendations for improving operational energy efficiency
3. determine the aspects of operational behaviour, energy awareness and training that will be relevant to the development of recommendations for improving operational energy efficiency
4. review the potential energy efficiency measures associated with each building feature, in terms of their financial payback and carbon impact, to determine which are relevant

Prepare Advisory Reports

1. filter and prioritise a list of potential recommendations for customers to produce a set tailored to the improvement of the operational energy efficiency of a building
2. assign carbon impact to selected recommendations for improving the operational energy efficiency of a building
3. review existing reports and energy surveys to identify additional recommendations that should be included in the report
4. develop additional recommendations where appropriate
5. comply with the approved guidance and conventions to gather the information required to generate the recommendations
6. provide justification for any adjustments to recommendations
7. use the relevant devolved nation's approved software to produce the Advisory Report in accordance with approved guidance and Conventions

Issue Advisory Reports

1. use the relevant devolved nation's approved software to generate the data file for lodgement
2. explain the requirement for Energy Assessors to be accredited to produce valid Advisory Reports to customers
3. explain the process by which an Energy Assessor's accreditation status is confirmed when producing a valid data file for lodgement to customers
4. lodge Advisory Reports onto the relevant devolved nation's national register
5. retrieve Advisory Reports from the relevant devolved nation's national register

Communicate the contents of the Advisory Reports to customers

1. explain to customers, their responsibilities under the regulations for having and being able to produce, a current Advisory Report
2. explain to customers how the recommendations included in the Advisory Report are derived and the significance of their division into short, medium and long-term recommendations
3. explain the information presented in the Advisory Report to customers and answer questions related to this
4. explain to customers how to obtain further information before deciding to implement any of the energy efficiency measures
5. produce, maintain and retain internal electronic and paper records in accordance with the relevant professional requirements and data protection legislation

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Process information to produce Advisory Reports

1. the features present in a building that are relevant to the development of recommendations for improving operational energy efficiency
2. operational and maintenance practices that are relevant to the development of recommendations for improving operational energy efficiency
3. the aspects of operational behaviour, energy awareness and training that are relevant to the development of recommendations for improving operational energy efficiency
4. the range of potential energy efficiency measures associated with each building feature
5. how to order potential energy efficiency measures in terms of payback
6. how to review the potential energy efficiency measures associated with each building feature, in terms of their financial payback and carbon impact, to determine which are relevant

Prepare Advisory Reports

1. how to filter and prioritise a list of potential recommendations to produce a set tailored to the improvement of the operational energy efficiency of a building for customers
2. how to assign carbon impact to selected recommendations for improving the operational energy efficiency of a building
3. how to review existing reports and energy surveys to identify additional recommendations that should be included in the report
4. the types of existing reports that could be reviewed to identify additional recommendations that should be included in the report
5. when it is relevant to develop additional recommendations and how to do this
6. the relevant devolved nation's approved guidance and conventions on gathering the information necessary to generate the recommendations
7. the reasons for adjusting recommendations
8. how to use the relevant devolved nation's approved software to generate the Advisory Report in accordance with approved guidance and conventions

Issue Advisory Reports

1. how to use the relevant devolved nation's approved software to generate the data file for lodgement
2. the requirement for Energy Assessors to be accredited to produce valid Advisory Reports
3. the process by which an Energy Assessor's accreditation status is confirmed when producing a valid data file for lodgement
4. how Display Energy Certificates are lodged on and retrieved from the relevant devolved nation's National Register

Communicate the contents of the Advisory Report to customers

1. the customers' responsibilities under the regulations for having and being able to produce a current Advisory Report and how to explain this to customers
2. how the recommendations included in the Advisory Report are derived and the significance of their division into short, medium and long-term measures and how to explain this to customers
3. how to explain the information presented in the Advisory Report to customers and answer their questions
4. the sources of further information available to customers that may aid their decision to implement any of the recommended measures
5. the level of detail within own records required to produce a complete and comprehensive Advisory Report and justify decisions on the values recorded and recommendations made
6. the importance of storing electronic and paper records securely and in accordance with the relevant data protection legislation and allowing for future access

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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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ASTOR5

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

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3541

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energy performance of buildings directive; EPBD; energy performance certificate; EPC; display energy certificate; DEC; operational rating; OR; advisory report; AR

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