Green Deal Guide
Please be advised that there has been changes to the PAS 2030 and the Green Deal
Code of Practice.
The latest edition of the PAS 2030: 2014 Edition 1 is now available
on the BSI website and the Green Deal Code of Practice Version 4 is now available
to view on the Green Deal Oversight Body website
5. THE COSTS
- 1. GREEN DEAL - AN INTRODUCTION
- 2. WHY FENSA FOR GREEN DEAL?
- 3. BECOMING A GREEN DEAL CERTIFIED INSTALLER
To become a Green Deal Certified Installer companies will need to pass a Green Deal
Office Audit and an On-Site Inspection carried out by FENSA approved inspectors.
On the subsequent pages of this guide we outline what that involves. However, the
detailed requirements are outlined in a document called PAS 2030 Improving the Energy
Efficiency of existing buildings:
Specification for installation process, process management and service provision,
which is issued by BSI and is currently available from their website:
shop.bsigroup.com Please note it is a requirement for the installer to hold
a current copy of PAS 2030 for their own information.
Installation companies will also need to sign up to the Green Deal Code of Practice
(GD COP) and have copies available for both staff and improver/bill payer. A copy
of this document is available on the Green Deal Oversight and Registration Body
(GD ORB) web Site: gdorb.decc.gov.uk
Green Deal Certified installers will most likely operate through a Green Deal Provider
(GDP) as they do not usually have initial direct contact with the homeowner. The
Green Deal contract is negotiated between the homeowner and the GDP.
The GDP is the counter-signatory to the Green Deal Plan and responsible for both
the provision of finance and arranging Green Deal energy efficiency (in this case
windows and doors) works with homeowners. To become a subcontractor of a GDP, installation
companies will need to make contact with GDPs directly a full list of certified
GDP’s is available at the Green Deal Oversight and Registration Body (GD ORB) website
- 4. GREEN DEAL – HOW IT WORKS
Here is a summary of how the Green Deal process works:
• A Green Deal Assessor undertakes an assessment of the property and energy
• The Green Deal Assessor provides a report which identifies the energy efficiency
• A Green Deal Provider will then offer a low interest loan for the installation
of the measure
• The Green Deal installer then installs the measure
• The improver/bill payer then repays the loan through their utility bill.
The Green Deal Certification Body (i.e. FENSA):
• Once certified, will register the Green Deal installer with the Green Deal
Oversight & Registration Body (GD ORB)
• Conducts both ongoing and annual surveillance of the Green Deal Installer
• Updates Green Deal Orb website of any changes in status of the Green Deal
• Pays the installer
• Notifies the consumer's energy supplier.
• Provides an Energy Performance Certificate (EPC) to the homeowner.
The Energy Supplier
• Updates homeowners’ records with the details of the Green Deal Package
and adds a charge to their regular utility bill.
If required, planning permission and consent from Building Control should be obtained
by the homeowner before signing up to the package. Green Deal Installers who are
also registered with a Competent Person scheme for the type of work being undertaken
can notify their compliance with Building Regulations in the usual manner.
Installers must keep the Green Deal Provider informed, particularly if there are
any changes (e.g. homeowner changes specification or products). This is vital as
the installer is contracted and paid by the GDP (not the homeowner).
6. FENSA MULTIPLE MEASURES
7. BENEFITS OF REGISTERING GREEN DEAL THROUGH FENSA
8. GREEN DEAL AUDITS
9. GREEN DEAL – OFFICE AUDIT REQUIREMENTS
First Year + VAT
Initial Assessment inclusive of office and site
Failure of initial inspection (major noncompliance with several points) resulting
Site failure reassessment cost
Second Year Annual Registration
Office Inspection and Site inspection
Ongoing Site Surveillance Audit Inspections
Individual Green Deal Inspections
Office revisit following initial audit to clear minor non-conformance
Site revisit following initial audit to clear non-conformance
Note; Green Deal inspections also count towards Competent Person Scheme (CPS) quota.
Ongoing Site Surveillance Audit Inspections
Once Green Deal certification has been achieved the ongoing site surveillance audit
inspection regime will be carried out on 1% of installations covered on Green Deal
Individual Registration cost
The cost of notifying FENSA of installations i.e. registration on the FENSA Green
Deal Data base is £1.50.
All the above cost is subject to VAT at the current rate at time of application.
Payment of these charges may vary in amount dependent on activity but all will be
charged via a direct debit mandate.
Your account will be debited monthly as authorised in your direct debit mandate.
All costs will be taken from your current Direct Debit Account.
10. DOCUMENTS REQUIRED
11. PRE INSTALLATION
FENSA will be looking at the following areas during the office audit:
Named Staff Responsible for Managing Green Deal Work
Please provide a list of staff and their responsibilities.
The company will need to provide documentary proof of feedback from installation
operatives and surveyors on the installation process be it either positive or negative.
Dated minutes or notes of such meetings will suffice.
Internal Audit and Corrective Action
The procedure for internal auditing of installation processes by the installer shall
be established. Over a 12 month period each type of installation process shall be
audited at least once.
Installation documents and record keeping
A record of installation processes should be kept for future reference. The company
will need to demonstrate that all data held is retained for a minimum of 6 years.
Note: Warranties may exceed this 6 year requirement and VAT documentation should
be kept longer if required by accountancy rules.
Management of Suppliers/Subcontractors
An installer will need to demonstrate that the following are documented:-
• Checklist of incoming materials against specification
• Correct storage and handling of materials
Equipment and Tools
Equipment must be made available to the operative and the equipment required
to carry out the installation process should be fit for the purpose.
Management of Orders/Contracts
An installer will need to demonstrate the following:
• Installer must be GD Certified and have the capacity to complete the job.
• Materials ordered are in line with the EEM /GDP requirement (including quantity,
• Any amendments to orders/contracts are advised and agreed by the GDP.
• Any changes in costs to those in the original specification are advised and
agreed by the GDP.
• Agreements of said changes are given in writing and are retained.
• Improver/bill payer details.
• Surveyors/Operative used on specific job.
• Pre-installation survey and method statement.
• GDP approved contract completion form (subject to the GDP requirements).
12. MARKETING MATERIALS
13. ON SITE ISSUES
The Green Deal installer shall ensure all ancillary works are compliant with
Building regulations and carried out by members of relevant Competent Persons Schemes
Preparation/Notice of Commencement of Work
Green Deal installers are required to give adequate notice to improver/bill
payer to allow preparation of the site by them, and assistance needs to be offered
(and its cost clearly defined) for improver/bill payer requiring assistance with
this preparation in liaison with the GDP.
14. POST INSTALLATION
Green Deal installers are required to demonstrate adequate site supervision
of operatives and subcontractors.
Green Deal installers must ensure subcontractors comply with GD COP and PAS 2030.
Improver/Bill Payer Liaison
Green Deal installers are required to train staff on good improver/bill payer liaison
This must include, amongst others, consideration of the presence of protected species
or plants and safety alarms.
Older / Protected Buildings, in conservation areas for example, should be captured
on the pre installation survey.
See below for further information.
Conflicts of Interest
Links with other companies working under Green Deal (eg material suppliers) must
be notified to the Green Deal provider and the Green Deal installer must have a
process for the avoidance conflicts of interest.
Records are required, where applicable, that commissioning has been undertaken as
per the manufacturer’s instructions and design specification.
16. ANNUAL AUDIT
Ongoing site monitoring inspections will normally be carried out as follows at a
frequency of at least 1% of installations undertaken. (For Green Deal installers
who are also registered with FENSA for CPS, this inspection regime will contribute
to overall quota) In the event of failed inspections, the Green Deal installer will
be responsible for the costs of re-inspections, and the frequency of surveillance
inspections may increase.
to view the printable version of this Green Deal Guide.