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Further Information about the Green Deal methodology.

The Green Deal is the UK Government’s initiative designed to help meet up-front costs of making homes more energy efficient. 

To get involved with the Green Deal process, a qualified Green Deal Advisor (GDA) must visit your property to carry out and produce a Green Deal Advice Report that provides you with unique property recommendations and related advice on the Green Deal. The Green Deal Adviser must hold a recognised qualification and be a registered member of a certification body. Your Green Deal Adviser is bound by the Green Deal Code of Practice and the Specification for Organisations Providing Green Deal Advice Services and must conduct themselves in line with these specifications. 

This information pack outlines what you should expect during the preliminary assessment and the journey thereafter.

Green Deal Assessment: What You Should Expect – Preliminaries.

Prior to your Green Deal advice visit and not less than 24 hours in advance of the assessment, taking place you should receive a Request for Information Form. This form is designed as a pre-qualifying questionnaire and includes questions relating to the physical elements of your home, accessibility, ownership, usage, and energy bills. The completed questionnaire is intended to ensure that GDAs with the correct competencies are instructed to carry out your assessment and that any constraints or restrictions can be identified and potentially resolved before the property assessment takes place.

During your Green Deal assessment, your advisor shall collect specific information from a physical inspection of your home and occupancy information; additionally you will be provided with plenty of information on the policy and opportunities. 

Below sets out the expected procedure that a Green Deal Advisor should follow and illustrates the kind of activity, you should expect during your assessment.

  • The GDA assigned to carry out your assessment by [ORGANISATION] shall ensure that you (or your appointed representative) is present at your property before entering, and shall present valid identification.
  • The GDA shall confirm the physical scope of the assessment (e.g. whole/part of building) with you in terms of what level of access is required. For example, the GDA is required to inspect any roof voids and will therefore need access to your loft. In the event that the actual circumstances of the property and assessment required are not as envisaged, the GDA shall notify [ORGANISATION] immediately and agree how to proceed. 

The assessment shall not commence until a solution has been agreed upon by all parties.

Before beginning the assessment, the GDA shall ensure that you are informed or reminded of the following points:-

  1. What the Green Deal assessment is for and how it can be used to obtain a quote for Green Deal finance.
  2. How long the visit is likely to take and, if it requires more than one GDA or more than one visit, who each GDA is and what they will be responsible for.
  3. What Organisation the GDA(s) who carry out the assessment are working for and whether they are operating independently or tied to any Green Deal Provider for the purposes of that assessment.
  4. Any charges associated with the assessment and on what basis they are being charged.
  5. Clarify that, in cases where you have requested any other service that fall outside of the Green Deal Assessment, that these services are not part of the Green Deal assessment, may not be impartial and are not subject to certification under the assessors’ certification scheme.
  6. Where appropriate, if an existing EPC has been identified and whether the EPC is valid and suitable or a new EPC will be produced.
  7. The scope of the assessment and the visual inspection/ access that is required, including information recorded for monitoring and compliance purposes (such as photographs and site notes).
  8. What information will be required from you (or your appointed representative) (e.g. information relating to the history of energy use to allow the occupancy assessment to be undertaken), what it will be used for and who will have access to the information recorded.
  9. What the outputs of the assessment will be e.g. provision of the Green Deal Advice Report and the expected timing of those outputs; and,
  10. Whether there are any potential subsidies available (subject to meeting any eligibility criteria), and how you can contact the Energy Saving Advice Service in England and Wales or the ESSAC network in Scotland to find out about subsidies and obtain any further relevant advice.

Your GDA will be available to answer any questions you may have.

Green Deal Assessment: What You Should Expect.

Information Collection:
Your Green Deal Advice Report consists of two documents; an Energy Performance Certificate (EPC) and an Occupancy Assessment (OA).

The EPC shows the current and potential energy efficiency of your home. The EPC will produce recommendations of measures that you can install to save money and make your home more efficient, known as Green Deal measures.

The Occupancy Assessment will involve detailed questions about your lifestyle and energy usage. The idea of this is to gain a better understanding of how the property is used and to provide a better indication of whether the recommendations in the EPC, (which are based on typical energy usage), reflect your personal usage.

Together, these two assessments form your Green Deal Advice report, which is unique to you and your household. Below details the information collected and activities involved in producing these assessments.

EPC Assessment.

In cases where you do not have an existing/valid EPC your GDA will conduct a survey in order to produce and lodge a valid EPC, which forms part of your Green Deal Advice Report (GDAR). The assessment process involves the following:

  1. Establishing the age and construction method of the property.
  2. Measuring floor and wall areas of the property.
  3. Looking at heating systems including the boiler, heat emitters, and controls.
  4. Identifying existing wall and loft insulation.
  5. Identifying any alternative heating (e.g. solar) and energy-efficient products (e.g. energy saving light bulbs).

Your assessor is required to take photographs as evidence for auditing under their certification scheme. However, you are under no obligation to consent to this and should you have any questions/ reservations you should talk to your GDA who will explain the requirements in full detail.

Occupancy Assessment.

During the occupancy assessment the GDA shall provide you with, and collect, the following information:

  1. Explain to you the purpose and scope of the occupancy assessment and associated advice if you requests more information than has already been provided.
  2. They will ask you the questions mandated in the occupancy assessment software and enter data as required.
  3. They will identify the actual energy use for the household as reflected in your energy bills.
  4. Assess whether the standard predictions in the EPC for the property reflect actual use by you, or whether they are higher or lower than typical use.
  5. Explain the results of the occupancy assessment, in particular the GDA must explain the household factors that make a difference e.g. number of occupants, hours at home each day, thermostat setting and annual energy bills.
  6. Make an assessment of the likely suitability of the Green Deal Finance to the current householder and communicate this.
  7. Discuss with you possible packages of measures appropriate to you and the potential energy savings.
  8. Explain to you any ways you can save money today and other ways to avoid energy waste in the home suggested on the occupancy assessment.
  9. Provide behavioural advice and any other free and low cost ways to reduce energy use, which are relevant to you.
  10. Explain to you what the EPC adviser tool does.
  11. Explain what possible subsidies may be available to you.
  12. Explain the availability of relevant incentives, and where you can find out more about them; and,
  13. Point you toward further advice services should you require them, such as the Energy Saving Advice Service in England and Wales or the ESSAC network in Scotland.

Green Deal Assessment: What You Should Expect – Initial Feedback.

At the end of the Green Deal assessment your GDA will present to you the indicative findings and recommendations generated by the approved Green Deal Advice Report (GDAR) software, including the impact that your occupancy patterns and use will have on energy savings and the recommendations arising from the EPC. Your GDA will then explain to you the points on the Green Deal Assessment Checklist, answer any questions that you may have and inform you of who you can contact if you have any follow up questions once you receive your final Green Deal Advice Report.