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TO BECOME A DEA
EDI qualification requirements
The portfolio to the qualification
A portfolio of evidence that you are competent to carry out the role
of an energy assessor
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5 EPC
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18 Documents in total (including Photos)
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Various Letters
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Basic Disclosure
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Photo Id
For 1 EPC case study
You need to have a case study file which contains:
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1. Enquiry Management Form.
2. DIARY EXTRACT.
3. Accepting Instruction.
4. Terms and Conditions.
5. Seller Questionnaire.
6. GOOGLE MAP OF PROPERTY.
7. AA AUTO ROUTE DIRECTIONS TO PROPERTY.
8. Risk Assessment DEA.
9. RdSAP Site Notes.
10 Floor plan.
11 Customer Care Survey.
13. PRINT OUT OF EPC.
14 Printout of site notes
15. Photographs template.
16 Rationale.
17 Invoice.
18. Completion letter.
What is an accreditation body?
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Delegated responsibility for managing energy assessors
previously called certification schemes)
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Purpose is to accredit energy assessors who are ‘fit and proper’
persons, by:
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Checking that they are appropriately qualified
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Police checked (CRB or Basic Disclosure)
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Insurance
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Annual licence renewal
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Check the quality and consistency of reports by auditing work
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Developing standard forms
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CPD and updating conventions to DEA
Auditing
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Monitoring is a crucial part of DEA
It is important to understand why you must adhere to the audit
requirements
Failing to supply audits can result in your membership being
suspended
Failing to supply adequate information can also result in an
automatic fail
Accreditation schemes are required to carry out a minimum
audit of 2% of all lodgements
Participate in developing conventions
What Are Conventions?
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Conventions set standard terms of practice and allow for
the specification of non-standard items/entries
They standardise the assessment process, in that every
assessor will be following the same conventions, meaning
they should arrive at the same conclusion for a particular
circumstance
Generally, they set out the rules and parameters of certain
aspects of a survey
They are in place to provide clarity on any ‘grey’ areas
that could be open to interpretation
Licence and accreditation
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Software is free
Lodgment fees – between £4 and £7, this may include
‘Landmark’ fees for national database management
Maybe free membership with some accreditation
schemes?
Homework 1 – Check accreditation websites and prices to
choose which scheme you want to go for
Homework 2- Look at the ‘Sampling and Cloning’ training
slides and make notes so you understand this concept
and also it will help you with templates for your ’Oneoff’ letters
Accreditation schemes to research
Applicant
Website
NES
www.nher.co.uk
BRE
www.bre.co.uk/accreditation
Elmhurst
www.elmhurstenergy.co.uk
Northgate
www.northgate-ispublicservices.com
Stroma
www.stroma.com
ECMK Ltd
www.epc-solutions.co.uk
Quidos
www.quidos.co.uk
Stirling
www.sterlingaccreditation.com
YOU WILL NEED TO PROVIDE A ‘BASIC
POLICE CHECK’
HOMEWORK 3 – GO TO
HTTP://WWW.DISCLOSURESCOTLAND.C
O.UK/
COMPLETE BASIC DISCLOSURE ON-LINE
(BDO). IT WILL COST £25.00
Conducting the inspection
7. Nothing in this Schedule shall be construed as
requiring a DEA to—
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Inspect such parts of the property as are not
reasonably accessible on the day of the inspection; or
Move furniture, fittings or personal items at the
property during an inspection.
Only report what they see on the site visit and not
any promises of future installations that a property
owner proposes
Workplace Legislation for DEAs
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Health & Safety at work Act
Data Protection Act – must keep records for 15
years
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Confidentiality
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Security
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Lone working
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Insurance requirements
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Complaints
You are required to complete 10 hours
of CPD for DEA
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The following are all considered acceptable forms of CPD:
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New product ranges
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Particular property types in an individual's area of work (e.g.
system build, thatch)
Any certificated lecture/ presentation on products and services
New innovations that are not fundamental to the role they are
undertaking
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Renewable Technologies
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Improvement in the use of IT skills and/ or written records
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You will need to supply satisfactory evidence of your CPD such
as a certificate of attendance or email with dates etc.
WHAT ISN'T ACCEPTABLE?
The following are not acceptable forms of CPD:
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Training courses (leading to certification)
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Software changes
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Changes in building regulations
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Changes in DCLG guidance
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These are all considered fundamental learning in
order to practice as a DEA, and therefore do not
count as further development