energy efficiency in commercial building, accreditation .../media/resources/documents... · energy...

Energy Efficiency in Commercial Building, Accreditation and Skills Scoping Report May 2011

sustainability.vic.gov.ausustainability.vic.gov.ausustainability.vic.gov.au

ii

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY ........................................................................................................................... 4

1.1 Overview.................................................................................................................... 4

1.2 An Overview of Accreditation and Standards ............................................................ 7

1.3 Demand-Side Accreditations ................................................................................... 16

1.4 Supply-Side Accreditations...................................................................................... 12

1.5 Standards for Processes and Company Accreditation ............................................ 18

1.6 Creating Demand for Accreditation and Standards ................................................. 19

1.7 The Next Steps ........................................................................................................ 19 2 THE PROJECT.......................................................................................................................................... 1

3 THE OPPORTUNITY, DRIVERS AND BARRIERS OF RETROFITTING............................................................. 3

3.1 The Opportunity ......................................................................................................... 3

3.2 The Drivers ................................................................................................................ 3

3.3 The Barriers ............................................................................................................... 5

3.4 Overcoming the Barriers ............................................................................................ 6 4 THE BUILDING ENERGY EFFICIENCY UPGRADE PROCESS ......................................................................... 7

4.1 The Process of Managing Upgrade Works................................................................ 9

4.2 The Extent of the Upgrade Undertaken ................................................................... 10 5 THE ENERGY EFFICIENCY UPGRADE PARTICIPANTS............................................................................... 11

5.1 Review of Existing Research ................................................................................... 11

5.2 Role Mapping........................................................................................................... 12

5.3 Skills ........................................................................................................................ 18

5.4 Key Findings ............................................................................................................ 20 6 ACCREDITATIONS AND INDUSTRY ASSOCIATIONS ................................................................................ 22

6.1 Benefits of Accreditation .......................................................................................... 22

6.2 Types of Accreditation and Standards..................................................................... 23

6.3 Global Trends in Accreditation Systems and Standards ......................................... 25 7 EXISTING ACCREDITATIONS TARGETING THE RETROFIT PROCESS ......................................................... 26

7.1 Australian Systems .................................................................................................. 26

7.2 International Systems .............................................................................................. 27

7.3 Lessons from the Past ............................................................................................. 29 8 KEY CONSIDERATIONS FOR AN AUSTRALIAN RETROFIT MODEL............................................................ 31

APPENDIX 1 – STEPS IN AN ENERGY EFFICIENCY RETROFIT WITH ACCREDITATION POINTS AND STANDARDS HIGHLIGHTED ............................................................................................................................................... 33

APPENDIX 2 – CONSULTATION GROUPS ....................................................................................................... 36

Energy Efficiency Council ................................................................................................... 36

Reference Committee......................................................................................................... 36

Stakeholder Network .......................................................................................................... 36 APPENDIX 3 – PROJECT GOALS ..................................................................................................................... 39

APPENDIX 4 -‐ ROLES, POSITIONS AND SKILLS BY FUNCTION.......................................................................... 40

APPENDIX 5 – ROLES, FUNCTIONS AND SKILLS BY POSITION ......................................................................... 52

APPENDIX 6 – ASSOCIATIONS, TRAINING AND ACCREDITATIONS.................................................................. 73

iii

Australian............................................................................................................................ 73

International ........................................................................................................................ 87

LIST OF FIGURES

Figure 1: Roles and functions with accreditation points highlighted...................................................................... 8 Figure 2: The US EPA ENERGY STAR energy management process ........................................................................ 8 Figure 3: Key steps in the energy efficiency upgrade process .............................................................................. 10 Figure 4: Steps and roles/functions in the commercial building energy efficiency retrofit process..................... 14 Figure 5: Positions likely to fulfil each role/function in the retrofit process......................................................... 17 Figure 6: Roles and functions, positions and competency mapping -‐ lighting upgrade example......................... 18

4 Page Energy Efficiency Council, Suite 2, 490 Spencer Street, West Melbourne 3003, [email protected], www.eec.org.au

1 EXECUTIVE SUMMARY

1.1 Overview The context

Retrofitting existing commercial buildings can deliver both good financial returns and

substantial energy savings. The level of retrofitting could increase rapidly in Australia with

recent policy developments, including the Commercial Building Disclosure program, Tax

Breaks for Green Buildings, a number of State-based efficiency certificate schemes and

legislation in Victoria and NSW that enables local government to facilitate loans for retrofits.

However, there are a range of barriers that impede retrofitting, including gaps in the skills of

a broad range of individuals, trades and professions. Accreditation and standards, in

conjunction with training, can address these skill barriers, increasing the uptake and

effectiveness of retrofits.

Accreditation and standards are not a universal panacea to all the barriers to retrofitting.

There are many barriers to retrofits that are not related to skills, such as split incentives

between landlords and tenants. Furthermore, even in situations where skill gaps are a key

barrier, in some cases accreditation may not be suitable (e.g. skills for fund management).

However, accreditation and standards will be an essential as part of the suite of policies and

tools that will enable quality retrofits.

This project examined how accreditation and standards could best support retrofitting

commercial buildings in Australia.

Developing accreditation systems

There are a large number of roles, professions and processes in an energy efficiency retrofit

of a commercial building. The steps and associated roles are shown in Appendix 1 and

include:

• Project managers preparing a business case for an energy efficiency retrofit

• Specialist energy auditors

• Experts in detailed design and installation of lighting and heating, ventilation and cooling

(HVAC)

• Measurement and verification specialists; and

• Valuers.

Each role requires a different set of skills. Therefore, a single accreditation system or

standard will not be able to cover the large number of roles, professions and processes.

Energy Efficiency in Commercial Building, Accreditation and Skills Scoping Report Final Report April 2011

5 Page Suite 2, 490 Spencer Street, West Melbourne 3003. Phone 03 8327 8423. ARBN 136 469 291/ABN 63 136 469 291

Instead, Australia will need a suite of interlinked accreditations and standards cover the full

set of skills required for retrofitting.

As a result, a number of key organisations need to be involved in managing accreditation and

standards. Each one of these organisations has expertise in a particular sector and has the trust

and support of critical stakeholders in that sector. If these organisations coordinate their

activities, they will create synergies, limit duplication and reduce confusion, which will lower

costs and create greater benefits for the retrofit market.

Therefore, this report recommends that governments and industry associations jointly

develop and endorse a comprehensive roadmap to develop the critical suite of accreditation

schemes and standards that Australia requires to facilitate retrofitting.

However, there is an urgent need to develop a number of priority accreditation systems, and

these should not be held off until this comprehensive roadmap is developed. In particular, an

accreditation scheme for Energy Service Companies (ESCOs) and Retrofit Project Managers

should be developed immediately to support a range of local, state and federal government

programs.

Key recommendations for accreditation systems in Australia

After extensive consultation and research, the Energy Efficiency Council (EEC)

recommends:

1. Governments and industry associations jointly develop and endorse a national

training, accreditation and standards roadmap. The information in this report provides

a starting point for the development of this roadmap.

2. The development of a linked accreditation scheme for retrofit project managers and

ESCOs. This would be developed by the EEC in conjunction with state and federal

governments and the property sector.

3. Key organisations develop the other accreditation schemes and standards that were

identified as urgent priorities in Table 1 (see overleaf).



Recommended priority accreditation systems and standards No. Accreditation system Possible lead organisations

Accreditation for companies

1 Energy Service Companies (ESCOs) (linked to

Retrofit Project Manager)

EEC

Supply-side individual accreditations

2 Retrofit Project Manger

(linked to ESCO accreditation)

EEC

3 Project lead/Facilitator Several options (e.g. EEC)

4 Lead energy auditor Australian Institute of Refrigeration, Air

Conditioning and Heating (AIRAH)

and/or EEC

5 Retro-commissioning design

(Building Management Systems)

Several options including AIRAH and

EEC

6 Lighting design (including controls) Illuminating Engineering Society (IES)

7 HVAC analysis, upgrade and design AIRAH and Chartered Institution of

Building Services Engineers (CIBSE)

8 Review building performance, Measurement and

Verification (M&V)

EEC

Demand-side accreditations (individual)

9 Developing the business case for energy efficiency

retrofits (e.g. sustainability manager)

Several options (e.g. EEC)

Standards for processes

10 Standard 1: Energy efficiency audit standard

(process)

Department of Resources, Energy and

Tourism (DRET)

11 Standard 2: Valuation (potentially delivered via

Guidance Notes)

Royal Institution of Chartered Surveyors

(RICS)

Table 1. Recommended priority accreditation systems and standards



1.2 An Overview of Accreditation and Standards

The need for accreditation and standards Retrofitting commercial buildings can deliver both good financial returns and substantial

energy savings. Numerous studies have demonstrated that retrofits can reduce building

energy use by 20 to 60 per cent with annual returns on investment exceeding 20 per cent.

Delivering effective retrofits requires a broad range of individuals, trades and professions to

have skills that are specific to their role. The following description of key roles is simplified -

the main report describes the roles involved in retrofitting in far more detail.

Role Description

Demand-side roles Demand-side roles include senior executives and fund managers in

property companies. Individuals in these roles need to work together to

understand and quantify the costs, benefits, objectives and other drivers

for retrofits. This will allow the company to develop a basic business case

for retrofitting. These roles also need to be able to engage and manage

energy efficiency experts to identify and implement specific energy saving

opportunities.

Supply-side roles Once a property company has decided to undertake a retrofit, they engage

a mixture of in-house and external experts including lighting experts,

project managers and facility managers. These parties need to:

• Identify energy saving opportunities

• Design and install energy saving measures

• Carry out ongoing monitoring and management

Auxiliary roles A number of individuals support demand- and supply-side roles. For

example, a valuer’s assessment of the financial impacts of retrofitting a

building is critical to develop the business case for a retrofit. These

‘auxiliary’ roles also include lawyers, NABERS assessors and

accountants.

Table 2. Description of key roles

Retrofits may be impeded if any of these individuals lack the necessary skills to fulfil their

role. As one interviewee noted, “the quality of a retrofit is determined by the least qualified

person on site”. Individuals may also need to be supported by processes and resources (e.g.

equipment, software and finance) that are held at the company level to deliver some services.



However, even where contractors have the appropriate skills, if they have an incentive to ‘cut

corners’, and their clients are unable to enforce quality control, it can lower the quality of

energy efficiency upgrades. This is commonly called ‘misaligned incentives’.

Issues with skills, resources and misaligned incentives are exacerbated when ‘principals’ (e.g.

building owners) engage or oversee ‘agents’ (e.g. staff or contractors) and the principals lack

the ability to either identify if the agents have suitable skills (hiring), or to determine if agents

have delivered adequate services (managing). This situation where principals don’t have the

information required to control agents is termed ‘information asymmetry’.

Addressing barriers with accreditation and standards

Accreditation is designed to support the sustained growth of industry by providing standards

of practice that are recognised within industry, government and by the consumer.

Accreditation and standards provide unique benefits including:

• Protecting and enhancing the quality and safety of both practice in the industry and the

training that is offered

• Recognition of the skills of those individuals that secure accreditation

• Enabling government or industry to regulate practices in an industry

• Providing information for consumers so that they can make informed decisions

• Enabling industries to push for a commitment to continuous improvement

• Promoting the skills held by an industry by highlighting why accreditation is required

• Potentially enabling standardised levels of service nationally

• Potentially enabling international recognition and standardisation1

Accreditation and standards are particularly beneficial to new and growing industries. They

provide quality assurance, which encourages the industry to practice and develop in a sound

manner. In turn, this protects customers and safeguards an industry’s reputation, promoting

further growth of the industry. If the accreditation and standards are internationally

recognised, they encourage transferrable skills and products, which allows greater industry

development.

1 S A Buetow, J Wellington, “Accreditation of general practices: Challenges and lessons, Quality and Safety in Health Care, Apr 2003, 12:2



To develop an accreditation scheme or standard it is essential to understand how they impact

on a market. Accreditation schemes and standards can address information asymmetries,

enabling principals to either identify suitably qualified individuals and companies or assess

whether they have delivered an adequate quality of service. In turn, this encourages

individuals and companies to invest in training to ensure that they meet the criteria set out in

the accreditation or standard. Therefore, accreditation and standards are relevant where there

is an information asymmetry and there are:

• Significant gaps in the skill sets of critical individuals

• Significant gaps in the resources or processes of companies

• Misaligned incentives between managers and contractors

As a result, there are three broad categories of accreditations and standards:

Accreditation/standard Description

Accreditation of

individuals

Skills are generally held by individuals. Therefore, accreditation of

individuals is appropriate where the aim is to build skills and help

principals hire suitably skilled individuals. Accreditation can be

linked to a role (e.g. lighting design) or a trade/profession (e.g.

electrician).

Accreditation of companies Companies, rather than individuals, are generally responsible for

maintaining processes, resources and finances. For example, if a

skilled HVAC expert works for a company that has insufficient

resources they may be unable to deliver an effective service.

Therefore, accreditation of companies is relevant for processes,

resources and finances.

Standards for services Where there is a strong incentive for agents to cut corners, standards

for services are appropriate. For example, as non-experts may lack the

experience to determine whether audits are adequate, contractors are

able to under-quote and under-deliver.

Table 3. Other dimensions for accreditation and standards



There are also a range of other dimensions for accreditations and standards including:

Considerations Description

Degree of obligation Accreditation and standards can vary from desirable to obligatory,

depending on how critical they are.

Degree of coverage If there is only a subset of individuals in a role, trade or profession

who get involved in retrofits (e.g. lawyers), then accreditation may

only be necessary for those individuals who wish to undertake

retrofits. However, if all practitioners in a field need to have basic

energy efficiency skills (e.g. architects), then accreditation could be

obligatory to practice in a field (e.g. architects registration).

Multiple levels If the skills that are necessary for a role significantly vary between

contexts, multiple levels of accreditation may be necessary. For

example, basic lighting design skills may be sufficient to design a

lighting system for a small, two storey commercial building, but more

extensive skills would be appropriate for a fifty storey building.

Table 4. Other dimensions for accreditation and standards

There are various ways to accredit individuals and companies. For example, individuals may

be required to undertake specified training courses or have a certain amount of experience.

Ideally, accreditation systems should assess an individual’s capabilities. If individuals already

have appropriate skills, it is counterproductive to ask them to undertake additional training.

Therefore, in roles where many individuals already have appropriate skills, accreditation

assessments would ideally be undertaken via tests or demonstrating experience.

Prioritising accreditation and standards Organisations face costs in developing and managing accreditation systems and individuals

face costs in achieving accreditation. Therefore, although it’s desirable to up-skill the

complete range of parties involved in retrofitting, accreditation and standards should be

focused on priorities.

In order to determine accreditation priorities, EEC examined a range of factors including:

• How widespread a role was. For example, almost every retrofit will require someone

to analyse the HVAC system, but a smaller proportion of retrofits will require an

architect.



• Whether information asymmetry was an issue for a role and whether principals would

be likely to demand an accreditation system. For example, there is rarely a principal

who would demand energy efficiency accreditation from a building owner, and so

accreditation is irrelevant for building owners.

• Whether individuals fulfilling a role were already likely to have the necessary skills.

For example, qualified electricians should already have the necessary skills to safely

and effectively install lighting systems, irrespective of whether those lighting systems

are efficient or not. However, electricians and other parties would need additional

skills if they took on the role of designing lighting systems.

• The urgency of establishing an accreditation system to meet demand. For example,

the Prime Minister’s Task Group notes that it takes at least two years to turn an

engineer into a competent energy efficiency retrofit project manager, making this an

urgent priority to meet future demands.

• Minimising duplications and overlaps, particularly with existing accreditation

schemes.

• Using existing resources, including existing domestic industry bodies to deliver

accreditation and using existing domestic or international accreditation systems.

Once the EEC had identified a set of priorities for accreditation and standards, we engaged

with key stakeholders to confirm these priorities. This resulted in some reprioritisation, and

there was general agreement from stakeholders that the final set of priorities were

appropriate. However, the EEC did not seek formal sign-off from stakeholders as this is a

scoping report. The priority accreditations and standards are described in the next section and

were outlined in table 1 above.

1.3 Accreditation for companies Accreditation 1: Energy Service Companies (linked to Retrofit Project Manager) URGENT

Energy Service Companies (ESCOs) may be hired to undertake specific roles in energy

efficient retrofits or manage the entire process, including hiring and managing any third

parties that implement the retrofit.



When an ESCO manages the entire process, the building owner only needs to engage one

party, rather than manage both technical issues and multiple parties, which streamlines the

process. In addition, the building owner can hold the ESCO responsible for energy savings,

increasing the surety of outcomes, and can even ask for guaranteed energy savings under an

Energy Performance Contract (EPC). As a result, in a competitive tendering environment,

ESCOs have incentives to deliver substantial, cost-effective energy savings, which reduces

the need for an audit standard.

However, building owners still need to ensure that they engage a reputable ESCO in the first

place, but building owners often lack the information to assess ESCO quality. To address

this, governments in Victoria and the USA carry out whole-of-government assessments to

develop panels of ‘pre-qualified’ ESCOs that agencies can engage with confidence. There

would be economies of scale if all governments in Australia agree to a single ‘pre-

qualification’ system, and if this was turned into a national accreditation system it would help

the private sector assess ESCO quality.

The Retrofit Project Manager accreditation system (see Section 1.4, below) could form the

backbone of an ESCO accreditation scheme. However, some of the information that

governments seek for pre-qualification will relate to features of the company, rather than

individuals, such as ESCOs’ financial status. The EEC proposes to engage with Australian

governments and the property sector to develop an accreditation system for ESCOs that is

linked to an accreditation for Retrofit Project Managers.

1.4 Supply-side individual accreditations Accreditation 2: Retrofit Project Manager (linked to ESCO accreditation) URGENT

Retrofit Project Managers (RPMs) are the in-house or external parties that directly oversee

the entire retrofit process. The process flow chart (Appendix 1) clearly illustrates the central

role of the RPM in almost every stage of the retrofit, including:

• Overseeing an investment-grade audit to identify and design energy saving

opportunities

• Managing the various experts that implement the retrofit

• Ensuring ongoing monitoring, verification and management



As a result, RPMs are critical in ensuring that retrofits are integrated and effective. While

RPMs may use contactors and sub-contractors to carry out much of the detailed design and

implementation of energy saving measures, experienced RPMs should have sufficient

experience to understand the basics of these roles and effectively manage them.

Accreditation of RPMs presents two opportunities. Firstly, retrofits run by accredited RPMs

are likely to be more effective, irrespective of the quality of other experts in the process.

Second, as RPMs typically engage experts (e.g. lighting designers), they are in a position to

demand accreditation and should remain abreast of which accreditation system is appropriate

for each role. This means that appropriately accredited project managers could create the

demand for many of the other demand-side accreditation systems.

The RPM role is particularly critical for ESCOs that offer integrated energy efficiency

services. In Singapore, ESCOs obtain accreditation largely through having an accredited

energy efficiency specialist, a Certified Energy Manager. Therefore, the EEC proposes the

development of a linked accreditation scheme that is based on the skills of individual RPM

and the resources and processes of ESCOs.

Accreditation 3: Project lead/Facilitator Extensive skills are required to initiate an energy efficiency retrofit, even prior to engaging an

ESCO or RPM. These skills include:

• Establishing baseline energy use

• Managing the identification of energy efficiency opportunities, with consideration for

existing and future operations

• Selecting the best model for the energy efficiency retrofit

• Developing and negotiating contracts and tendering for energy service providers

• Engaging appropriate energy efficiency professionals

• Managing and enforcing contracts

In addition, energy efficiency retrofits are often enhanced by collaboration between property

companies and external experts. Because of asymmetric information between the project lead

and energy efficiency professionals, the project lead also needs to have a good understanding

of what the professionals actually do.



The project lead role may be undertaken internally or externally. If a company has a large

portfolio of properties, it may be beneficial for an internal project lead to develop these skills.

Alternatively, companies with smaller portfolios may be better placed engaging an external

RPM who already has this full range of skills.

Due to the number of skills, level of understanding, pivotal nature of this role, and its ability

to maximise savings through high quality, tailored, energy efficient retrofits; it appears to be

a critical point for accreditation to ensure the skills are developed internally, or appropriately

skilled individuals can be contracted.

There is significant overlap between these project management skills and the business-case

skills described below, and it may be desirable to link these together under a single

accreditation scheme.

Accreditation 4: Lead energy auditor The assessment of energy efficiency opportunities on a site may involve one or more

specialists, including experts in lighting and HVAC. Technical specialists in areas like

HVAC need to have a range of skills to identify and design energy saving opportunities.

However, the lead auditor, who may also be a technical specialist in one or more areas, needs

to have a range of other capabilities, including:

• Managing an integrated energy assessment, requiring whole-of-system services

thinking

• Experience in implementation

• Knowledge of financial factors affecting upgrades, including incentives and

legislation

• Developing a sound business case for energy efficiency measures

The lead auditor may or may not also be the RPM, depending on the scale of the project, and

therefore accreditation of these two roles should be separate. The skills that are appropriate

for the lead energy auditor will also strongly depend on the scale and nature of the project

that they are managing – a lead auditor for a $5 million project should have significantly

greater skills than the lead auditor for a $100,000 project; and a lead auditor for an industrial

and commercial project would need different skills. Accreditation for lead auditors could be



linked to audit standards, although accreditation for auditors would be based around skills,

whereas audit standards are there to ensure that consultants do not ‘cut corners’.

Accreditation 5: Retro-commissioning design (Building Management System) Large commercial buildings have Building Management Systems (BMSs) that control

various aspects of the building, including the timing of heating, cooling and lighting services.

Retro-commissioning the BMS (effectively re-programming the BMS) can reduce energy use

by 30 per cent in some sites, and is essential to the overall performance of a retrofit. The

person who programs the BMS needs to have a sound understanding of many issues,

including BMS, HVAC, lighting and occupant behaviour.

Stakeholders noted that there are very few experts who have sufficient skills to optimise a

BMS. The level of skill required by an individual that maintains an optimised BMS would be

lower than the skills required by a person who carries out the initial commissioning/retro-

commissioning. Therefore, any accreditation system would need to recognise multiple levels

of skill in this area.

Accreditation 6: Lighting design (including controls) Electricians generally have sufficient skills to install energy efficient lights and controls if

they are provided with good designs and specifications. However, a different set of skills is

required to design lighting systems, including:

• Awareness of legislation and programs, especially Building Code of Australia (BCA)

compliance

• Basic understanding of lighting and control technology

• Tenant/occupant needs, behaviour and energy efficiency motivations

• Basic assessment of lighting conditions post assessment

• Understanding of different lighting options and when they are appropriate

It is recommended that the Illuminating Engineering Society develop and manage an

accreditation system with multiple levels. The most basic level of lighting design

accreditation would enable electricians or other parties who are familiar with lighting to also

design the lighting systems for small commercial buildings. The highest level of accreditation

would apply to qualified lighting designers who have extensive knowledge in lighting energy

efficiency.



Accreditation 7: Heating, ventilation and air conditioning analysis, upgrade and design Heating, ventilation and cooling (HVAC) systems generally account for the largest

proportion of energy use in a building. A wide variety of parties are involved in optimising

HVAC systems, from designers through to installers. AIRAH has developed an accreditation

system for design engineers. Stakeholders indicated that further accreditation levels by

AIRAH or another body would be highly desirable to ensure that HVAC designers have

sufficient skills.

Accreditation 8: Review building performance, measurement and verification Measuring and verifying energy savings is critical to quantify the financial savings of a

retrofit, assess contactor performance and enable ongoing optimisation. The US-based

Efficiency Valuation Organisation (EVO) has developed a training and accreditation system

for measurement and verification that enables practitioners to use the International

Performance Measurement and Verification Protocol. The EEC is affiliated with EVO and is

preparing to provide training and accreditation in Australia.

1.5 Demand-Side Accreditations

A range of individuals are essential in creating the demand for energy efficiency retrofits, and

fund managers were noted as having a particularly pivotal role. However, accreditation is

unsuitable for many demand-side roles, such as building owners and fund managers. Instead,

alternative approaches are required that ensure that these individuals have access to the

appropriate information, either through:

• Tailored awareness raising programs (e.g. via the Australian Institute of Company

Directors)

• Ensuring that demand-side decision-makers have access to good information from

experts like sustainability managers and valuers (valuers are covered under a ‘process

standard’)

Consequently, one demand-side accreditation is recommended as follows.

Accreditation 9: Developing the business case for energy efficiency retrofits

The demand for energy efficiency upgrades and the contract model chosen for an upgrade

hinges on the robustness and soundness of the business case for a retrofit. Developing a

sound business case requires access to a range of skills, including:



• How to carry out a pre-audit assessment, including identifying the existing asset base

and integrating energy efficiency into broader organisational plans

• The options for retrofits e.g. retro-commissioning, auditing and integrated energy

services

• A detailed understanding of energy efficiency issues, trends, legislation and programs

• A sound understanding of energy rating software and tools

• Energy efficiency financing options, including grant funding

A property company can seek external or internal advice to develop the business case, but

one person (internal or external) needs to have a sound overview of all these issues in order to

develop the business case. This accreditation system would apply to a role, which could be

filled by a sustainability manager, energy efficiency facilitator and auditor or similar.

Therefore, it could be a stand-alone accreditation for people requiring these skills, and/or

incorporated into other accreditations such as the Project lead/facilitator role.



1.6 1.7 Standards for processes and company accreditation

Standard 1: Energy efficiency audit standard Standards for audits would provide guidance to help companies carry out audits and enable

property companies to manage service providers to ensure that they deliver adequate audits.

Audit standards are particularly relevant for ‘stand-alone’ audits, but are less relevant where

audits are part of an integrated energy service. If auditors are hired on a one-off basis to

identify energy saving opportunities on a site, they may have an incentive to ‘cut corners’.

However, under an integrated energy service, like Energy Performance Contracts (EPC), the

company carrying out the audit has a strong incentive to cost-effectively reduce energy use,

and a standard is less relevant.

Some individuals that carry out ‘stand-alone’ audits have developed an excellent reputation

and provide high-quality audits even in the absence of a standard. However, in the absence of

a standard these high-quality providers can be undercut by lower-quality, less scrupulous

providers. This could result in ‘adverse selection’, where competitive pressures reduce the

overall quality of audits.

An audit standard has already been developed (AS/NZS 3598:2000), but there are significant

concerns about its quality. The EEC endorses the decision by the Australian Department of

Resources, Energy and Tourism to update the audit standard. The audit standard should focus

on commercial buildings first, as the demand for audit services in this sector is likely to grow

rapidly over the next five years.

Standard 2: Valuation (potentially delivered via guidance notes)

Valuers have a key role in helping companies determine the value of energy efficiency

retrofits, and their advice will strongly influence decisions by fund managers and senior

executives to investigate energy efficiency and approve capital works. Therefore, valuers

need to be able to accurately estimate the impact of energy efficiency retrofits on rents,

vacancy rates and building value.

Ideally, all valuers would have some basic competency in valuing energy efficiency, as

property companies will often rely on the advice of valuers, rather than seek out valuers with

certain skills. One option for ensuring best-practice by valuers would be the introduction of



more detailed guidance on mandatory Valuation Standards - such as the Royal Institution of

Chartered Surveyors - 'Red Book - Valuation and Appraisal Standards’.

1.8 Creating Demand for Accreditation and Standards Accreditation and standards are only effective when clients demand them. Therefore, creating

the demand for an accreditation system or standard is as critical as developing the

accreditation system itself.

Clients will only demand accreditation if they are aware of the accreditation system or

standard and they perceive that the accreditation system has value. This means that

governments and industry bodies need to:

• Ensure that their accreditation schemes meet client demands

• Invest in promoting the accreditation scheme

1.9 The Next Steps As discussed, the EEC recommends that:

1. Governments and industry associations jointly develop and approve a national

training, accreditation and standards roadmap.

2. EEC develops a linked accreditation scheme for retrofit project managers

(individuals) and ESCOs (companies).

3. Relevant organisations begin developing the other priority areas for accreditation and

standards (see table 1 for a complete list).


1 Page Energy Efficiency Council, Suite 2, 490 Spencer Street, West Melbourne 3003, [email protected], www.eec.org.au

2 THE PROJECT

Energy efficient retrofits of commercial buildings have the potential to deliver good financial

returns and energy savings. However, there are a range of barriers that impede retrofitting,

including gaps in skills and misaligned incentives. Training, accreditation systems and

standards can address some of these skill and incentive barriers.

Sustainability Victoria and the Energy Efficiency Council identified the need for this project,

the Energy Efficiency in Commercial Building, Accreditation and Skills Scoping Report, to

carry out background research on the role of accreditation systems and standards to support

retrofitting.

The EEC undertook considerable consultation as part of the project. They key steps included:

I. Establishing a Reference Committee including key government agencies to provide

input into project structure, reports and recommendations

II. Drafting a desktop research report on national and international accreditation schemes

III. Engaging a wide range of stakeholders, primarily through workshops, to identify the

energy efficiency upgrade process, skills and current accreditation schemes

IV. Drafting a Consultation Report reflecting initial input and sought stakeholder input on

the content of the Report

V. Finalising the Energy Efficiency in Commercial Building, Accreditation and Skills

Scoping Report for submission to Sustainability Victoria (this report)

VI. Providing recommendations addressing the critical elements of a series of

accreditation systems and standards for Australia

A list of organisations that participated in the project is set out in Appendix 2. The full project

goals are set out in Appendix 3.

The key outcomes presented in this report include:

1. The opportunity, drivers and barriers of retrofitting

2. The critical roles or functions within the retrofit process

3. Identifying the positions that execute those roles or functions and their associated skills

4. Examining how training, accreditation and standards can help to develop these skills



5. Identifying existing, relevant Australian and international accreditation systems

Although this information is presented in great detail in this report, this project does not

attempt to produce an ‘Industry Development Plan’ with a definitive list of key skills,

accreditation systems and standards. An Industry Development Plan would require further

collaborative work with a wide range of industry bodies.

While extensive consultation was undertaken during this project, this Energy Efficiency in

Commercial Building, Accreditation and Skills Scoping Report, reflects EEC’s position only,

and has not been signed off by stakeholders. However, we would hope that this Report would

underpin the collaborative development of an Industry Development Plan.



3 THE OPPORTUNITY, DRIVERS AND BARRIERS OF RETROFITTING

3.1 The opportunity Energy efficiency is an enormous opportunity to strengthen Australian businesses while

reducing emissions. Energy efficiency saves companies money simply because it uses less of

a valuable resource and, even without climate change, urgent action on energy efficiency

makes sense.

The scale of opportunity is well documented in the commercial buildings sector. Focusing on

retrofitting existing buildings will have a significant impact, as these will account for two

thirds or more of the building stock in 2030. Retrofitting Australia’s existing commercial

buildings over the next decade could save $1.4 billion a year2, cut building emissions by 30

per cent and create 27,000 jobs3.

In addition, retrofit programs that focus on integrated building upgrades by combining a

bundle of measures together, such as chiller replacements and lighting refits, are cost

effective and deliver deeper cuts in emissions.

However, Australia has barely tapped this opportunity. Between 1973 and 1998 Australia’s

energy efficiency increased by just 0.7 per cent a year, compared to 1.6 per cent a year in

most other developed countries4.

3.2 The Drivers There are growing local, national and global factors that could substantially drive up the

demand for energy efficiency retrofits, including:

Political: The federal government’s Multi-Party Climate Change Committee has been

tasked with recommending a system to put a price on carbon. Initial recommendations

including establishing a carbon tax that will lead to an emissions trading scheme. Other

policies and programs, such as the Energy Efficiency Opportunities program, National

Greenhouse and Energy Reporting, Commercial Building Disclosure Scheme and state- 2 ClimateWorks Australia 2010, A Low Carbon Growth Plan for Australia.

3 Davis Langdon 2009, Retrogreening Offices in Australia, Davis Langdon Research Report, Davis Langdon

4 International Energy Agency (IEA) 2004, Oil Crises and Climate Challenges: 30 Years of Energy Use in IEA Countries



based carbon reduction targets and programs assist in increasing the requirement and

demand for energy efficiency.

Economic: Electricity prices are increasing Australia-wide, primarily due to increased

investment in energy network infrastructure. As a result, electricity prices have increased

by an average of 30 per cent over the past 4 years, and are projected to rise substantially

over the coming decade, with or without a carbon price. This encourages consumers to

implement energy efficiency to reduce costs and also improves the return on investment

for energy efficiency initiatives.

Environmental: The Australian Government has adopted a goal to reduce Australia’s

greenhouse gas emissions by at least 5 per cent below 2000 level by 2020. Energy

efficiency is one of the most cost effective forms of greenhouse gas abatement, and could

deliver around half of Australia’s abatement. If Australia fails to tap into its energy

efficiency potential it will substantially increase the cost of abatement and make it

extremely difficult to meet Australia’s emissions reduction goal.

Social: The Australian Bureau of Statistics Environmental Views and Behaviour Survey

found that almost three quarters of adults in Australia said that they were concerned about

climate change in 2007/20085. Despite some growth in ‘climate change fatigue’, concerns

about climate change have remained high, and there is growing discussion of the practical

options to reduce emissions through media attention, political debate, corporate social

responsibility, courses in schools and universities and public events. As a result, there are

more environmental champions in the workplace who are trying to bring about change

and consumers who are making choices based on environmental values. This provides an

incentive to companies to increase their energy efficiency to attract and maintain staff,

customers and tenants.

Technological: Energy efficiency technology is developing rapidly. Greater uptake will

result from current trends including improved technological performance; more tailored

solutions; promotion of benefits; competition; and more efficient and larger scale

production in Australia and offshore. Many of these factors also assist in reducing the

cost of the technology and again improve the return on investment.

5 Australian Bureau of Statistics, Australian Social Trends 4102.0 June 2010



Global: The global debate on climate change has resulted in increased international focus

on energy efficiency, resulting in both a growing global demand for energy efficiency

services and technologies (and therefore skilled individuals) and a greater but growing

global consensus on the need to address climate change, and greater focus on

international initiatives on energy efficiency.

3.3 The Barriers There are several barriers that impede the uptake of commercial building retrofits. These

include:

Information and skill gaps: Upgrading the efficiency of buildings requires a range of

information and skills. Building owners need to understand the benefits of retrofitting

their buildings. Specialists such as Heating, Ventilation and Air Conditioning (HVAC)

engineers need to know the latest technologies and how to install and optimise them.

Information asymmetries: These occur where “two parties to a transaction do not have

equal access to relevant information”6. For example, a building owner may not be able to

distinguish between a competent and incompetent energy efficiency service provider.

This can lead to sub-optimal decision making and, in some cases, entirely prevent

decisions where a building owner feels unsure that they will be able to secure a competent

contractor.

Bounded rationality and organisational failures: Even if parties have access to the

relevant information, they can still make sub-optimal decisions. This can occur due to

inappropriate ‘rules of thumb’ used by individuals or the structures that businesses use to

make decisions (e.g. potential investments in energy efficiency have to be made through

maintenance budgets).

Principal-agent problems: While retrofits can deliver overall benefits to a wide range of

parties, the incentives faced by different parties can prevent effective action. For example,

while landlords may face the major costs of a retrofit, much of the benefits accrue to

tenants. If the cost of renegotiating a lease is too expensive, the landlord may not receive

sufficient benefits to justify an energy efficiency retrofit.

6 Garnaut, R. (2008,) The Garnaut Climate Change Review: Final Report, September 2008 [Online] http://www.garnautreview.org.au/index.htm, p407



Economic externalities: Where parties do not pay for the full costs of their actions, or

receive the full benefits, their investments are likely to be sub-optimal. For example,

building owners do not currently pay for the damages arising from their direct or indirect

greenhouse gas emissions, and are not paid for the benefits from research, development or

demonstration of novel energy efficiency technologies.

Regulatory problems: There are significant regulatory barriers to improving the energy

efficiency of commercial buildings. For example the regulations around electricity

generation don’t support distributed generation such as trigeneration, which can be used

effectively in commercial buildings.

3.4 Overcoming the Barriers

Despite the significant potential of energy efficiency and significant drivers for retrofits,

Australia’s rate of retrofitting will remain low unless the barriers in section 3.3 are addressed.

Three critical barriers can be addressed directly by increasing the knowledge of participants

in the retrofit process:

Information gaps: In order to demand quality retrofits, property managers need to

understand the retrofit process, its drivers and its organisational benefits. In order to

deliver quality retrofits, a wide range of individuals require skills in areas such as

measuring energy use and designing energy efficiency measures.

Information asymmetries: Property managers and lead contractors will be more able

to hire and manage quality sub-contractors if they have some knowledge of the skills

that the sub-contractors have and the processes that they should undertake.

Bounded rationality and organisational failures: Improving individuals

understanding of how to manage energy use can result in changes to business processes

that prevent optimal decision-making. For example, understanding that investments in

energy efficiency should be assessed as strategic investments, rather than costs,

substantially changes the way that they are processed.

Governments and industry bodies have invested heavily in developing education and training

programs for participants in the retrofit process, but evidence indicates that there is still

substantial work to do. As noted in the Garnaut Review (2008), the method of engaging with



different participants is critical. For example, an expert providing a brief to the board will be

a better way to provide information to a company director than a training course in energy

efficiency.

The barriers to energy efficiency, and the solutions to these barriers, are very specific to the

ways in which individuals in the property sector operate. Consequently, this project examines

the retrofit upgrade process; participants and their roles, positions, professions and associated

skills; to begin scoping systems of training, accreditation and standards that will address the

critical barriers of the property sector.

4 THE BUILDING ENERGY EFFICIENCY UPGRADE PROCESS

An energy efficiency upgrade or retrofit of a commercial building involves making changes

to the building’s structure and/or operations to reduce and optimise its energy use.

The US Environmental Protection Agency Guidelines for Energy Management articulates a

seven step process for energy management7.

7 US EPA Guidelines for Energy Management Overview [Online] http://www.energystar.gov/index.cfm?c=guidelines.guidelines_index



STEP 1: Make Commitment

STEP 2: Assess Performance

STEP 3: Set Goals

STEP 4: Create Action Plan

STEP 5: Implement Action Plan

STEP 6: Evaluate Progress

STEP 7: Recognise Achievements

Figure 2: The US EPA ENERGY STAR energy management process



While this is a useful guide, it needs to be expanded to reflect the complexity of undertaking

an energy efficiency upgrade at either an asset or portfolio level. Specifically, key issues to

address are:

1. The process of managing upgrade works adopted by the building owner

2. The extent of upgrade undertaken

4.1 The process of managing upgrade works

A building owner has a number of options for managing the upgrade works. The Melbourne

1200 Buildings Program identifies three models for implementing a building upgrade8:

Integrated design: Where the building owner project manages the process by selecting a

number of suitably qualified parties who undertake relevant parts of the works from

assessment through to design, implementation and commissioning.

Design and construct: Similar to an integrated design approach, but where the building

owner contracts one external party to undertake design, implementation and

commissioning responsibilities.

Energy Performance Contract (EPC): Where an ESCO is hired to improve the energy

efficiency of a building and provides a guarantee of the energy savings. The ESCO takes

on a project management role and is responsible for hiring, managing and paying third

parties who carry out the works. The building owner deals directly with one party, the

ESCO, rather than several.

This can be further complicated by the project management approach adopted by the building

owner. The building owner may have someone with in-house capabilities; appoint an

independent project manager, such as an energy efficiency facilitator; or accept the project

manager appointed by a participant in an integrated design or design and construct process.

Figure 3 (below) highlights the key steps in an energy efficiency upgrade. It is mapped

against the US EPA seven step process and reflects different project management approaches.

8 Melbourne 1200 Buildings Program -‐ What is a retrofit? [Online] http://www.melbourne.vic.gov.au/1200buildings/what/Pages/What.aspx



Figure 3: Key steps in the energy efficiency upgrade process

4.2 The extent of the upgrade undertaken The model that participants choose will be influenced by the extent of the upgrade:

• Owners of small single buildings are more likely to undertake integrated design and

manage the process themselves. In addition, rather than consult energy efficiency or

HVAC specialists, they may act on the advice of professionals such as electricians

and maintenance staff in the selection and installation of technology, and oversee the

installation and verification themselves.

• The larger end of the property market is more likely to adopt Energy Performance

Contracts. The contractual guarantee of energy savings results in integrated energy

efficiency retrofits and a greater focus on measurement and verification.

No matter which approach is adopted, the property managers in both situations experience the

same barriers as described in section 3: information and skills gaps; information asymmetries;

and bounded rationality and organisational failures. Therefore, this project focuses on an

overall retrofit process and the roles and skill sets that are common to the vast majority of

effective retrofits.



5 ENERGY EFFICIENCY UPGRADE PARTICIPANTS

5.1 Review of existing research There is a significant body of research that has sought to identify and prioritise the

participants in the energy efficiency upgrade process, at the industry, trade or professional

levels9,10,11,12.

This research shows that there is a wide variety of participants in the energy efficiency

retrofit process. A number of different trades and professions may be employed in numerous

service areas and there is considerable overlap in the work undertaken by each of the

different service providers.

The majority of research undertaken to date has focussed on individuals and companies

supplying services in energy efficiency retrofits (e.g. electricians, building engineers). In this

report these roles are referred to as ‘supply-side’.

The individuals that drive demand for improved energy efficiency, including building

owners, fund managers and tenants, have received considerably less attention. Recent work

by Goddard13 for the Department of Environment, Climate Change and Water (NSW) clearly

articulates this gap. In addition, sustainability managers who provide property companies

with internal advice on sustainability have received limited attention despite their critical

role. In this report these parties are referred to as ‘demand-side’

Finally, a range of other parties have critical roles in facilitating the energy efficiency retrofit

process, including leasing agents, property valuers, lawyers and accountants. In this report

these parties are referred to as ‘ancillary roles’.

9 Environment and Natural Resources Committee on the Inquiry into the Energy Services Industry, 2005. found at http://www.parliament.vic.gov.au/enrc/inquiries/energyservices/.

10 Department of Resources Energy and Tourism Final Report (2008) Accreditation Feasibility and Guidelines Research for the Energy Services Sector. A report prepared by the National Centre for Sustainability, Swinburne University of Technology. Canberra, ACT, Australia.

11 National Centre for Sustainability (2006) Report One: Audit of Current Australian and International Trades and Professional Training in Energy Efficiency and Estimation of Influence on National Energy Efficiency. Prepared by the National Centre for Sustainability for the NFEE National Trades and Professional Training Initiative Project. pp 9

12 Goddard, John (2009) Training Needs Analysis of the Commercial Property Sector. A report prepared for the Department of Environment, Climate Change and Water NSW.



5.2 Role mapping

In order to clearly articulate the parties involved in energy efficiency retrofits, the project

mapped and categorised the functions, positions and professions of the participants in the

process. This mapping process used the following definitions.

A role or function: A ‘role’ indicates an action (or set of actions) that a specified person

has to undertake in order for a specific element of the upgrade process to be achieved. For

example in order to ‘assess performance’ (a step), someone has to ‘engage an assessor’ (a

function or role).

A position: The position or job title of the person likely to undertake the action. For

example an Executive Director (a position) may ‘give high level sign-off’ on an energy

efficiency retrofit (a function or role). There may be numerous positions that could have

responsibility for executing a role or function depending on the project management

approach adopted by the building owner and the extent of in-house expertise and

engagement.

A trade or profession: The professions most likely to fulfil the position. For example the

position of a Building Fabric and Facade specialist may be held by a variety of

professions including a Civil Engineer, Structural Engineer or Architect. In some cases a

profession and a position may be identical – for example a “fund manager” is both a

position and a profession.

Over 36 roles or functions were identified, and these were fulfilled by 26 different positions,

with numerous positions fulfilling a variety of roles or functions. Figure 4 provides an

overview of the different roles or functions within each step in the retrofit process.

These distinctions are critical in understanding the role of training, accreditation and

standards. Accreditation that just focussed on a particular profession (e.g. lighting architect)

would have a much more limited impact if the role those professionals carried out (e.g.

lighting design) was also often carried out by other trades or professions. Similarly if training

on the financial benefits of a retrofit was provided to someone without decision making

authority, the knowledge, while useful, would not result in any increase in the rate of building

energy efficiency retrofitting.



Steps and role/functions in the commercial building energy efficiency retrofit process



Figure 4: Steps and roles/functions in the commercial building energy efficiency retrofit process

The role mapping clearly indicates the importance of demand-side participants in:

Demanding energy efficiency upgrades

Hiring energy efficiency specialists

Approving energy efficiency improvements

Ongoing behaviour and maintenance

The role mapping also highlights the critical role of the project managers as they oversee the

identification of energy efficiency opportunities and design of efficiency measures; and

manage the multiple sub-contractors who install these measures.

Figure 5 below provides an overview of all of the different positions with potential to be

involved in executing each role or function in the process.



Figure 5: Positions likely to fulfil each role/function in the retrofit process



5.3 Skills

Once the roles were clearly identified, the next step was to identify the skills and other factors

that individuals need to effectively fulfil that role.

Individuals in positions (e.g. electricians) who carry out roles (install lighting) typically

require a large number of skills to successfully practice, irrespective of whether they are

engaged in energy efficiency specifically. For example, electricians need to have good

knowledge of electrical safety, irrespective of whether they install efficient or inefficient

lighting equipment.

Therefore, this project focused on additional skills that roles require to engage in an energy

efficient upgrade of a commercial building. Building the full competency list is critical but

requires extensive work with industry and professional accreditation bodies.

An example of the mapping process is provided in Figure 6 for the lighting upgrade

component of the implementation step. The complete process is provided in Appendix 4.

Figure 6: Roles and functions, positions and competency mapping - lighting upgrade example



The next stage is aligning positions with the skills required to fulfil all of the designated roles

or functions. Appendix 5 provides a breakdown of functions and roles, positions, professions

and skills.



5.4 Key findings The role and competency mapping process highlighted a number of issues.

a) Demand-side participants need to understand the value of energy efficiency upgrades

Regardless of the driver (eg. government grant or consumer/staff expectation), a building

owner or executive is required to sign-off on an energy efficient upgrade. Consequently a

property company needs to have a building owner or executive who understands the value of

energy efficiency upgrades. This does not require accreditation or training, but owners and

executives may benefit from awareness raising or behaviour change programs.

b) Demand-side participants need a number of core skills, including the ability to develop financial cases

The demand-side participants (building owners, executives, fund managers, facility managers

and sustainability managers) need a number of core skills, including the ability to develop a

financial case for an energy efficiency upgrade. This financial case is essential for a building

owner or executive to sign-off on the project and may be prepared by an in-house facility

manager or external sustainability manager. Some form of training, and possibly

accreditation, may be beneficial at this essential stage in the process.

c) Project managers need extensive skills due to their pivotal role in managing the process and a variety of energy efficiency professionals

The project manager needs extensive skills in order to oversee the process of identifying

energy efficiency opportunities and then designing and installing appropriate initiatives.

These skills require extensive experience in energy efficiency upgrades and involve the

overall design of an upgrade process, managing multiple energy efficiency professionals and

integrating their work. Because of asymmetric information between the project manager and

these energy efficiency professionals, the project manager needs to have a good

understanding of what these professionals actually do. In addition, to reduce the potential for

future issues arising from energy efficiency improvements, the existing and future operations

of a building/facility must be considered at all stages of the decision-making process. This

appears to be a critical role in the process where accreditation may be beneficial to maximise

savings and ensure high quality, tailored, energy efficient retrofits.

Moreover, unless a property company has a very large portfolio of properties; it may be

uneconomic for them to develop these skills if they don’t already have them in house.

Accordingly, they would be better placed engaging an external project manager who has this

full range of skills and accreditation.



d) Project managers would benefit from the accreditation of energy efficiency professionals and companies

The project managers who oversee energy efficiency assessments and upgrade processes are

involved in recruiting and managing a large number of professionals and trades. As such,

they could demand accreditation from a large number of parties, such as lighting designers

and HVAC installers. Likewise, as they are a nexus for ‘subordinate’ accreditation systems, if

a company is outsourcing an energy efficiency upgrade, they would ideally rely on

accreditation of these individuals/companies to quality control subcontractors.

Combining c) and d), would result in a competent (potentially accredited) project manager

having the skills to identify competent (potentially accredited) trades and professionals

involved in an energy efficiency upgrade.

e) There are numerous trades and professions requiring specific energy efficiency expertise

Finally, there are a large number of trades and professions involved in the upgrade process

that need specific experience and/or training in energy efficiency. Each trade and profession

may require the ability to accurately benchmark energy use, identify key sources of energy

use, design appropriate solutions, install and maintain initiatives, and measure and verify

savings.



6 ACCREDITATIONS AND INDUSTRY ASSOCIATIONS

The project team undertook a detailed review of current Australian and international

accreditations and professional memberships. This section describes the benefits of

accreditation; types of accreditation and when they are appropriate; and global trends.

6.1 Benefits of accreditation Accreditation is defined as an external review of quality with four principal components:

It is based on written and published standards

Reviews are conducted by professional peers

The accreditation process is administered by an independent body

The aim of accreditation is to encourage organisational development14.

Accreditation is designed to support the sustained growth of industry by providing standards

of practice that are recognised within industry, government and by the consumer.

Accreditation and standards provide unique benefits beyond training including:

Protecting and enhancing quality and safety of both practice in the industry and the

training that is offered

Recognition for those accredited

Regulation by government or industry

Information for consumers so that they can make informed decisions

Commitment to continuous improvement

Promotion of the quality and complexity of the industry by highlighting why

accreditation is required

Potentially standardised levels of service nationally

Potentially international recognition and standardisation15

14 Montagu, D, “Accreditation and other external quality assessment systems for healthcare” Health Resources Centre, May 2003




Accreditation and standards are particularly beneficial to new and growing industries. They

provide quality assurance, which encourages the industry to practice and develop in a sound

manner, thereby protecting the industry’s reputation and customers, and promoting further

growth. In addition, if the accreditation and standards are internationally recognised, they

encourage transferrable skills and products, which allows greater industry development.

6.2 Types of accreditation and standards There are a number of different types of accreditation and standards. The top level includes

the accreditation of individuals, companies and services. These forms of accreditation are

best suited to addressing skills or behaviour.

Individual accreditation Accreditation at the individual level is best focused where key

skills and experience are naturally held by individuals, or

decision-making is taken by an individual with limited

oversight by a company.

For example, the decisions involved in connecting a light

fitting are made by an individual electrician. As a result, the

individual electrician is the appropriate point of accreditation

for safety training. Conversely, project management decisions

are typically made in line with company protocols.

Company accreditation Companies are the appropriate point for accreditation where

the features being considered sit at the company level.

For example, processes, procedures, hiring practices, financial

status and ownership of equipment are appropriately targeted

at the company level.

Services (standards) Standards for services (e.g. audit standards) are appropriate

when the quality of a process is critical and accreditation at the

company level does not guarantee quality of a service (e.g.

undercutting by competitors could drive down the quality of

services).



This raises an important distinction – where outcomes are

guaranteed (e.g. Energy Performance Contracts) standards for

services are less relevant than accreditation for companies.

However, where outcomes are not guaranteed (e.g. energy

audits) standards are more critical.

Table 5. Types of accreditation and standards

There are further distinctions within these categories. At the individual level, four broad

categories of accreditation were identified:

Training and awareness-

raising not leading to a

certification or

accreditation

There are a large number of courses that offer training that

are not linked to accreditation, or the accreditation has limited

value (e.g. certificate of attendance). These are relevant when

the upstream demand for accreditation is limited (e.g.

awareness training for senior property executives). However,

the lack of an exam or proof of competency may diminish the

perceived value of the training.

Specific skill certification

(role)

Where a number of professions/trades could potentially

undertake a role, certification at the role level is

recommended. For example, “energy efficient lighting design

certification” would be appropriate for lighting architects,

lighting designers and electricians that undertake lighting

design.

Specific skill certification

(professional/trade)

Where only a sub-set of professionals need to work in energy

efficiency, specific skill certification is appropriate. For

example, in the USA, engineers who want to work in energy

efficiency are encouraged to become Certified Energy

Managers (CEM).

General

certification/professional

Some professions encourage (or require) all practicing

members to have one-off training or Continuing Professional



memberships/registration

(professional/trade)

Development (CPD). For example, engineers need to

undertake CPD if they want to remain certified. In some cases

(engineers) certification is voluntary, in others (architects)

registration is essential to practice.

Where ALL professionals in a field should have certain skills

in energy efficiency, these skills should be integrated into

general certification/registration (e.g. architects).

Table 6. Further distinctions in accreditation and standards

6.3 Global trends in accreditation systems and standards Internationally, accreditation systems and standards are increasing in response to

globalisation and a proliferation of products and services in our increasingly complex society.

Global trends in the engineering, technology and computer sectors are:

An increase in local, non-governmental accrediting bodies that are replacing government-

based systems or those that relied on foreign accrediting bodies

Out-come based models (rather than focussing on inputs), to ensure engineers have the

skills to practice, rather than just information that may quickly become outdated

Accrediting higher levels of study including Masters programs

Mutual recognition between accreditation bodies in different countries, which promotes

communication and cooperation; however, it also has the effect of homogenising criteria

and approaches16.

16 Accreditation.org, a joint effort of the Institute of Electrical and Electronics Engineers (IEEE), IBM and the New York Hall of Science



7 EXISTING ACCREDITATIONS TARGETING THE RETROFIT PROCESS

There is a wide range of established accreditation systems targeting different categories of

participants in the retrofit process in Australia and internationally. However, aside from the

USA, few countries have a comprehensive system of accreditation and standards.

Following is an overview of the systems reviewed as part of the project, and a detailed

summary of the systems is provided in Appendix 6.

7.1 Australian systems Unsurprisingly, given the number of professions involved in the commercial building energy

efficiency upgrade process, there are many professional associations and industry bodies

providing combinations of professional memberships, accreditations and accredited training.

These accreditations relate to practice in a particular field, and the majority do not relate to

competency in energy efficiency.

Architects, electricians and plumbers all require essential accredited qualifications in order to

be registered to practice.

Other professions, trades and roles have voluntary professional accreditations that have good

coverage in their sectors. These include:

- Engineers Australia provides a range of professional accreditations such as Chartered

Professional Engineer (CPEng)

- Facility Management Association of Australia (FMA) provides Certified Facility

Manager (CFM) and Facility Management Professional (FMP) accreditations

- Green Building Council of Australia provides Green Star Associate and Green Star

Accredited Professional accreditations

- Australian Institute of Refrigeration, Air Conditioning and Heating (AIRAH) provides

AIRAH Accredited Practitioner and AIRAH Accredited Energy Auditor

These are predominantly focussed on the technical supply-side although the Green Star

Associate accreditation appears well placed to capture demand-side and auxiliary

participants.



The Royal Institution of Chartered Surveyors (RICS), Australian Property Institute (API) and

Chartered Institution of Building Services Engineers (CIBSE) as professional associations

with qualifying memberships do capture some supply-side and auxiliary participants as well

as demand.

Appendix 5 includes an initial assessment of accreditations and professional memberships

that align strongly with the role/function, position and skills involved in energy efficient

retrofits in Australia.

There has been significant investment in the development of education programs and

participants have a wide variety of options. While increasing coordination is occurring

through the National Strategy for Energy Efficiency (NSEE) and the National Framework for

Energy Efficiency (NFEE) there is a need to avoid duplication and streamline existing and

proposed accreditation systems with industry bodies. Industry bodies and accrediting

authorities should continue to hold responsibility for core professional skills to leverage their

expertise, membership and acceptance of accreditation systems.

7.2 International systems Internationally, and in the USA in particular, there is a much greater focus on commercial

building energy efficiency upgrade accreditations. The accreditations address companies,

roles and processes including energy engineers, auditors and measurement and verification.

In addition, the accreditation is predominantly delivered by a relevant association.

The USA has the most comprehensive system of professional accreditations, which is

provided by The Department of Energy (DOE) and the National Association of Energy

Service Companies (NAESCO). In addition, The American Association of Energy Engineers

(AEE) and the American Society of Heating, Refrigerating and Air Conditioning Engineers

(ASHRAE) have a rigorous suite of accreditations as listed in Appendix 6.

Accrediting Energy Service Companies

Companies can be accredited by the Department of Energy and then added to a Qualified List

of Energy Service Companies (ESCOs). This accreditation is necessary for ESCOs to

undertake Energy Savings Performance Contracts (ESPCs) for the Federal Government. The

system was established to ensure that the government is contracting ESCOs that have the

appropriate financial, technical and management capabilities. Although there is no legal



requirement for any other level of government or commercial company to use ESCOs that are

on the qualified list, research demonstrated that other levels of government and organisations

use the Qualified List of ESCOs as a benchmarking tool or requirement in their selection and

procurement of ESCOs. ESCOs must re-certify every year to remain on the Qualified List.

Companies can also be accredited with NAESCO in three different categories:

• Energy Service Company (ESCO): Accredited ESCOs demonstrate the technical and

managerial competence to design, implement and verify energy efficiency projects

involving multiple technologies

• Energy Service Provider (ESP): Accredited ESPs generally offer all of the services

offered by ESCOs with the addition of energy supply options

• Energy Efficiency Contractor (EEC): Accredited EECs typically concentrate on one

energy efficiency measure (e.g., lighting) or one type of service (e.g. engineering or

project management), but can offer multiple measures or services. EECs typically

work as subcontractors to ESCOs or ESPs

The three levels are beneficial for the mature American market and catering for different

sized ESCOs with different specialties. The US example demonstrates that accrediting

ESCOs is an important method of giving consumers confidence that they are contracting

appropriately skilled companies. However, duplication should be avoided to reduce costs and

confusion in the market.

Accrediting Energy Service Professionals The American Association of Engineers has 18 certifications for energy professionals. Those

pertinent to a potential Australian system include:

• Certified Energy Manager (CEM)

• Certified Energy Auditor (CEA)

• Measurement and Verification (M&V)

To be certified, applicants require professional qualifications, multiple years of experience,

specific training and to pass an exam. Project management, auditing and measurement and

verification are critical contributors to the success of an energy efficiency retrofit and

therefore important roles to consider for accreditation and standards.



It is important to learn from international examples of accreditation systems when

considering an Australian system, and to link Australian systems with those in place

internationally to facilitate the transfer of skills and knowledge across the sector.

7.3 Lessons from the Past

An accreditation system for general health practices was established in Australia in 1998.

This Australian example has been comprehensively reviewed and is applicable to this project

as it involves the accreditation of a practice, and not just an individual. This section briefly

summarises the challenges faced and consequent recommendations to highlight issues that

may be faced by the energy efficiency industry.

Accreditation of general health practices is a voluntary system, which can be achieved via

two accrediting bodies. When implementing the system, the health sector experienced key

challenges including concerns about the need for accreditation from those who had been

practicing for some time; uncertainty over the effectiveness of a new system; increased cost;

and erosion of professional autonomy17. These were addressed by the following initiatives:

1. Rewarding quality practices: The federal government established the Practice

Incentives Program (PIP) and provided financial incentives such as funding for

information management and student teaching, to practices that were working

towards, or had already achieved, formal accreditation. This was designed to address

concerns about the cost of accreditation to practices.

2. Trade some consistency of standards for validity: Accreditation requires

compliance with standards. Objective standards are easy to assess and compare, such

as record keeping. Subjective standards, such as GP interview, are more challenging

however they are vital to the industry and need to be assessed. All standards that will

benefit the industry and ensure a high standard of practice should be identified, and a

balance between more and less objective standards is suggested to ensure that all

aspects of a profession are addressed.




3. Transparency: To improve clarity and acceptance from participants, the

accreditation process, type, purpose, benefits and risks should be clearly articulated.

4. Separating quality assurance from Continual Quality Improvement (CQI): CQI

can be encouraged as part of the accreditation process and provision of feedback from

the accreditation body; however accreditation should not be withheld if CQI has not

occurred. It was recommended that CQI is ultimately the responsibility practitioner.



8 KEY CONSIDERATIONS FOR AN AUSTRALIAN RETROFIT MODEL

As a result of the research on accreditation systems, we identified key considerations for the

Australian energy efficiency sector.

a) Develop systems for the priority roles and functions first Given the costs in establishing accreditation systems, and the savings that can be achieved, it

is apparent that the critical roles should be identified and effort should focus on developing

accreditation for these roles first. As a guide, the critical points are where:

1) Roles and positions manage the entire process and require detailed understanding of all

aspects of energy efficient retrofits

2) Roles and positions involve making decisions about the design aspects of the retrofit

3) There is a market demand for quality assurance and accreditation is appropriate for

meeting this demand

b) Address additional skills

An important step would be to undertake more extensive engagement with professional

organisations to accurately ascertain the extent to which current accreditation and

professional membership skills sufficiently capture the additional skills required to

effectively participate in the commercial building energy efficiency upgrade process. This

will ensure that duplication is avoided, an actual need is identified, and the most critical roles

are addressed first.

c) Ensure quality A minimum standard of competency needs to be established and agreed upon across the

industry. This consistency and quality guarantee is necessary to ensure the legitimacy and

acceptance of the accreditation. However, careful consideration needs to be given to the level

of the standards. The level needs to reflect reality and be achievable18.

d) Keep costs low Again, to engender support for the system and reduce the burden on all participants, the

systems should be developed in a streamlined, efficient manner to reduce the costs associated

with developing the systems. In addition, there needs to be a balance between making sure

18 Montagu, D. Accreditation and other External Quality Assessment Systems for Healthcare, Review of experience and lessons learned, May 2003



that accreditation is moderately priced for participants, while still being viable for the

organisations that provide the accreditation.

e) Work with industry and incorporate/recognise existing accreditation schemes

There will be significant efficiencies gained by working within existing accreditation and

professional membership processes to support the commercial building energy efficiency

upgrade process. In addition, these organisations already have professional legitimacy in the

sector.

f) Implement a tiered or modular system

The concept of a tiered or modular accreditation system is supported by research undertaken

by the National Centre for Sustainability19 for the National Framework for Energy Efficiency

(NFEE). The research acknowledges that an ideal accreditation model must incorporate the

many facets of qualifications, experience and skill sets that potential participants own.

g) Foster demand

It is clear that accreditation systems will only be relevant when demand can be generated for

the system. Fostering this demand will be as critical as developing the accreditation system in

the first place. Governments and industry bodies face substantial costs in developing

accreditation systems and standards. Likewise, individuals and companies face costs in

securing the skills to meet accreditation requirements and standards, and will only invest in

securing accreditation and meeting standards if there is significant demand from clients and

employers.

h) Ensure professionals are receptive to the accreditation process Accreditation is voluntary, therefore, the process must be non-threatening, interactive and

independent to ensure that practitioners and companies are receptive to being accredited20.

19 Department of Resources Energy and Tourism Final Report (2008) Accreditation Feasibility and Guidelines Research for the Energy Services Sector. A report prepared by the National Centre for Sustainability, Swinburne University of Technology. Canberra, ACT, Australia.

20 Montagu, D. Accreditation and other External Quality Assessment Systems for Healthcare, Review of experience and lessons learned, May 2003



APPENDIX 1 – STEPS IN AN ENERGY EFFICIENCY RETROFIT WITH ACCREDITATION POINTS AND STANDARDS HIGHLIGHTED



APPENDIX 2 – CONSULTATION GROUPS

Energy Efficiency Council This report was prepared by the Energy Efficiency Council (EEC). Formed in 2009, the EEC

is the peak body for energy efficiency services and products, focusing on the commercial and

industrial sectors. Energy efficiency delivers major economic benefits to organisations and is

the largest, most cost-effective and technologically mature source of emissions abatement.

Realising this potential requires high-tech products and specialists to identify and implement

energy efficiency upgrades.

Reference Committee

A Reference Committee was established to provide input into project structure, reports and

recommendations. Participating organisations and representatives were:

Organisation Representative

Energy Efficiency Council Rob Murray-Leach, Chief Executive Officer

Sustainability Victoria Val MacGregor, Green Skills Training Manager

Department of Environment, Climate Change and

Water NSW

Clare Donovan, Project Officer, Sustainability

Programs Division

Department of Climate Change and Energy

Efficiency

Lloyd Woodford (alternative Simon Wong,

Government Energy Efficiency)

Property Council of Australia Paul Waterhouse, Executive Director (alternative

Jane Macnamara, National Policy Advisor)

Expert Advisor Trevor Monaghan, Energy Services Manager -

Schneider Electric

At the first meeting of the Reference Committee on Friday 18 June 2010, participants

reviewed and agreed on the project goals and discussed information gaps to be addressed

through the project. The need for the project to reflect the complexity of the property sector

and how upgrades occur was highlighted as a key focus. Reference Committee members were

then invited to participate in the broader stakeholder workshops.

Stakeholder Network Once an initial mapping of the commercial building energy efficiency upgrade process was

complete, the Energy Efficiency Council invited a number of organisations from the broader

stakeholder network to participate in workshops to review the work. Two workshops were



held, one held in Melbourne on 5 August 2010 and the other in Sydney on the 6 August 2010.

The following organisations participated.

Organisation Representative

Energy Efficiency Council Rob Murray-Leach

Sustainability Victoria Val MacGregor

Sue Gipson

Australian Institute of Refrigeration, Air

Conditioning and Heating

Carolyn Hughes

Engineers Australia Peter Hoffman

Illuminating Engineering Society John Ford

Tim Shotbolt

National Electrical Communications Association Stuart Norman

Energy Conservation Systems Stuart Macfarlane

Department of Environment, Climate Change and

Water NSW

Clare Donovan

Department of Climate Change and Energy

Efficiency

Simon Wong

Property Council of Australia Jane Macnamara

Expert Advisor Trevor Monaghan

Green Building Council of Australia Bronwyn Papas

Chartered Institution of Building Services

Engineers (Australia)

Steve Hennessy

Royal Institution of Chartered Surveyors (AU) Nick Hudson



The following organisations were consulted directly.

Organisation

Facility Management Association of Australia

Master Plumbers and Mechanical Services Association of Australia

Architects Accreditation Council of Australia

Building Designers Association of Australia

Exergy Australia

GPT

Honeywell Limited



APPENDIX 3 – PROJECT GOALS

a. Identify the key skills, resources and processes that are required to upgrade the energy

efficiency of commercial buildings.

b. Identify the trades and professions involved in energy efficiency upgrades in commercial

buildings, both currently and in the future.

c. Determine the avenues that clients have to assess the 'competency', experience and

capability of energy efficiency service providers.

d. Identify the state of play in Australia on energy efficiency accreditation.

e. Identify global developments in energy efficiency accreditation systems and standards

and lessons from these developments.

f. Assess how the current Australian system relates to overseas experiences, and assess the

positives, barriers and gaps with existing arrangements.

g. Identify the industry bodies involved in energy efficiency accreditation and standards.

h. Recommend options for accreditation, standards and other systems that could increase

client confidence in their selection of energy efficiency service providers. This should

consider the current skills of energy efficiency service providers and options for

increasing skills across various industry sectors.

i. Recommend options for articulation of accreditation between differing skills sets, trades

and professions, bearing in mind the differing specialist levels involved. This should

consider different sectors (e.g. lighting and HVAC specialists) and the diversity within

these sectors.

j. Recommend options to drive the adoption of accreditation requirements by major

consumers of energy efficiency services, including governments and building owners.



APPENDIX 4 - ROLES, POSITIONS AND SKILLS BY FUNCTION

Note: The following tables refer to the position of Sustainability Manager. In some cases, this

role is performed by the Facility Manager as sustainability and environmental management

may be considered a sub-set of facilities management.

Who is likely to

complete the

action? What is

their position or

job title likely to

be?

• What are the competencies that they would need in order to be able to execute that particular action?

• Could be knowledge, skills and/or experience



Note: the term Energy Service Provider is used to mean an external organisation providing specialist energy efficiency advice and upgraded services.



Detailed building envelope upgrade design inc windows, doors, walls, the roof and the foundation.

Installation of building envelope upgrades



Another typical position that has been identified for “Develop operations and maintenance

procedures” is a Mechanical Services Contractor/Designer.



+



APPENDIX 5 – ROLES, FUNCTIONS AND SKILLS BY POSITION

Position Chief Executive Officer/Executive Decision Maker

Role/Functions Senior decision maker/sign-off Approve goals and action plan

Skills • Awareness of building green/energy efficiency issues, trends, legislation and programs

• Awareness of energy rating software and tools • Business case interpretation • Energy efficiency/reduced outgoings valuation implications • Asset valuation implications • Understanding of building green/energy efficiency issues, trends, legislation

and programs

Position Accreditations

Nil

Professional Accreditations

Green Star Associate

Professional Memberships

• Royal Institution of Chartered Surveyors (RICS) • Australian Property Institute (API) • Real Estate Institute of Australia (REIA) • Financial Services Institute of Australia (FINSIA) • Chartered Accountants (CA)



Position Building Owner (if fulfilling all of the following roles/functions)

Role/Functions Senior decision maker/sign-off Property investment strategy Engage assessor Project manage assessment Interpret assessment report and business case Prepare action plan including setting goals Approve goals and action plan Oversee the implementation process Secure finance Review building energy performance Document process and prepare case studies Produce energy savings certificates (or other as per jurisdiction)

Skills • Ability to integrate with broader organisational plans • Ability to undertake energy assessment in accordance with client

requirements including relevant standards and legislation • Asset valuation interpretation • Awareness of building green/energy efficiency issues, trends, legislation

and programs • Awareness of energy rating software and tools • Business case interpretation • Capacity to tender for and engage an energy service provider to deliver

assessment or complete building energy upgrade • Communications planning • Contract and contractor management • Conventional and non-conventional financial analysis of energy savings • Detailed understanding of energy rating software and tools • Energy collection, modelling and analysis in commercial buildings • Energy efficiency/reduced outgoings valuation implications • Knowledge of and experience in relevant jurisdiction program • Knowledge of local protocol (ie Australian Standards and legislative

requirements including the Energy Efficiency Opportunities Act) • Negotiation for and facilitation of energy efficiency resources • Presentation and communication skills • Report writing • Risk assessment - action vs. inaction • Stakeholder engagement • Strong project management skills • Strong understanding of property and portfolio operating and capital

expenditure budgeting processes • Tenant - landlord functions and relationships • Understanding of behavioural and other factors influencing energy

efficiency • Understanding of building green/energy efficiency issues, trends, legislation

and programs • Understanding of energy efficiency financing options including grant

funding



• Understanding of measurements and verification protocols including the International Performance Measurement and Verification Protocol (IPMVP)

• Whole of system and services thinking


Nil




• Royal Institution of Chartered Surveyors (RICS) • Australian Property Institute (API) • Real Estate Institute of Australia (REIA)

Position Fund/Investment Manager (if fulfilling all of the following roles/functions)

Role/Functions Property investment strategy Approve goals and action plan Secure finance Review valuations Financial assurance and reporting

Skills • Ability to integrate with broader organisational plans • Business case interpretation • Conventional and non-conventional financial analysis of energy savings • Financial analysis of asset value • Energy efficiency/reduced outgoings valuation implications • Negotiation for and facilitation of energy efficiency resources • Presentation and communication skills • Report writing • Strong understanding of property and portfolio operating and capital

expenditure budgeting processes • Understanding of building green/energy efficiency issues, trends, legislation

and programs • Understanding of energy efficiency financing options including grant

funding • Understanding of energy rating software and tools


Nil




• Royal Institution of Chartered Surveyors (RICS) • Australian Property Institute (API) • Real Estate Institute of Australia (REIA • Financial Services Institute of Australia (FINSIA) • Chartered Accountants (CA)



Position Sustainability Manager

Role/Functions Detailed case for energy efficiency action Engage assessor Project manage assessment Prepare assessment report Interpret assessment report and business case Prepare action plan including setting goals Present to executive/decision maker Oversee the implementation process Engage with tenant Review tenant office equipment and kitchen equipment Provide advice to tenant on opportunities Develop operations and maintenance procedures Train staff/building operations, in operations and maintenance procedures Educate and train tenants in building use Review building energy performance Prepare verification report Document process and prepare case studies Produce energy savings certificates (or other as per jurisdiction)


requirements including relevant standards and legislation • Assessment planning and project management • Business case development • Business case interpretation • Capacity to tender for and engage an energy service provider to deliver

assessment or complete building energy upgrade • Communications planning • Contract and contractor management • Conventional and non-conventional financial analysis of energy savings • Cross functional team work/management • Culture and behavioural change management • Detailed understanding of building green/energy efficiency issues, trends,

legislation and programs • Detailed understanding of energy markets, energy pricing and tariffs • Detailed understanding of energy rating software and tools • Development and delivery of training programs • Energy collection, modelling and analysis in commercial buildings • Energy efficiency/reduced outgoings valuation implications • Equipment operation and options • Experience in implementation – reality of process • Knowledge of and experience in relevant jurisdiction program • Knowledge of local protocol (ie Australian Standards and legislative

requirements including the Energy Efficiency Opportunities Act) • Leasing structures and tenant-landlord relationship dynamics • Negotiation for and facilitation of energy efficiency resources • Presentation and communication skills



• Report writing • Risk assessment – action vs. inaction • Stakeholder engagement • Strong project management skills • Tenancy electrical equipment inventory and auditing • Tenant – landlord functions and relationships • Understanding of behavioural and other factors influencing energy

efficiency • Understanding of commercial building technology and engineering

processes • Understanding of energy efficiency financing options including grant

funding • Understanding of measurements and verification protocols including the

International Performance Measurement and Verification Protocol (IPMVP) • Whole of system and services thinking


• Certified Business Energy Professional (BEP) (American Association of Energy Engineers (AEE))

• Certified Energy Manager® (CEM®) (AEE) • Certified Carbon Reduction Manager (CRM) (AEE) • Certified Sustainable Development Professional (CSDP) (AEE)


• Green Star Accredited Professional (GBCA) • Chartered Professional Engineer (CPEng) • AIRAH Accredited Practitioner


• Royal Institution of Chartered Surveyors (RICS) • Australian Property Institute (API) • The Real Estate Institute of Australia (REIA) • Australian Association of Architects (AAA) • Chartered Institution of Building Services Engineers (CIBSE)



Position External Energy Efficiency Consultant/Facilitator

Role/Functions Detailed case for energy efficiency action Engage assessor

Skills • Ability to integrate with broader organisational plans • Capacity to tender for and engage an energy service provider to deliver

assessment or complete building energy upgrade • Contract and contractor management • Conventional and non-conventional financial analysis of energy savings • Detailed understanding of building green/energy efficiency issues, trends,

legislation and programs • Detailed understanding of energy rating software and tools • Knowledge of local protocol (ie Australian Standards and legislative

requirements including the Energy Efficiency Opportunities Act) • Understanding of commercial building technology and engineering

processes • Understanding of energy efficiency financing options including grant

funding


• Certified Business Energy Professional (BEP) (American Association of Energy Engineers (AEE))

• Certified Energy Manager® (CEM®) (AEE) • Certified Carbon Reduction Manager (CRM) (AEE)


• Green Star Accredited Professional (GBCA) • Chartered Professional Engineer (CPEng) • AIRAH Accredited Practitioner


• Royal Institution of Chartered Surveyors (RICS) • Australian Property Institute (API) • The Real Estate Institute of Australia (REIA) • Australian Association of Architects (AAA) • Chartered Institution of Building Services Engineers (CIBSE) • Australian Institute of Refrigeration, Air conditioning and Heating

(AIRAH)



Position External Energy Service Provider – Project Manager & Lead Assessor

Role/Functions Detailed case for energy efficiency action Project manage assessment Prepare assessment report Prepare action plan including setting goals Present to executive/decision maker Oversee the implementation process Secure finance Engage with tenant Review tenant office equipment and kitchen equipment Provide advice to tenant on opportunities Develop operations and maintenance procedures Review building energy performance Prepare verification report Document process and prepare case studies Produce energy savings certificates (or other as per jurisdiction)


requirements including relevant standards and legislation • Assessment planning and project management • Business case development • Communications planning • Conventional and non-conventional financial analysis of energy savings • Detailed understanding of building green/energy efficiency issues, trends,

legislation and programs • Detailed understanding of energy markets, energy pricing and tariffs • Detailed understanding of energy rating software and tools • Energy collection, modelling and analysis in commercial buildings • Energy efficiency/reduced outgoings valuation implications • Equipment operation and options • Experience in implementation – reality of process • Knowledge of and experience in relevant jurisdiction program • Leasing structures and tenant-landlord relationship dynamics • Negotiation for and facilitation of energy efficiency resources • Presentation and communication skills • Report writing • Risk assessment – action vs. inaction • Stakeholder engagement • Strong project management skills • Strong understanding of property and portfolio operating and capital

expenditure budgeting processes • Tenancy electrical equipment inventory and auditing • Tenant – landlord functions and relationships • Understanding of behavioural and other factors influencing energy

efficiency • Understanding of commercial building technology and engineering

processes



• Understanding of energy efficiency financing options including grant funding

• Understanding of measurements and verification protocols including the International Performance Measurement and Verification Protocol (IPMVP)

• Whole of system and services thinking


• AIRAH Accredited Energy Auditor • Certified Energy Auditor (CEA) (AEE) • Certified Energy Manager® (CEM®) (AEE) • Existing Building Commissioning Professional (EBCP) (AEE) • Operations & Performance Management Professional (OPMP) (ASHRAE) • Commissioning Process Management Professional (CPMP) (ASHRAE)


• Chartered Professional Engineer (CPEng) • AIRAH Accredited Practitioner • Green Star Accredited Professional (GBCA)


• Australian Institute of Refrigeration, Air Conditioning and Heating (AIRAH)

• Royal Institution of Chartered Surveyors (RICS) • Chartered Institution of Building Services Engineers (CIBSE)



Position External Energy Service Provider – Lead Assessor (not Project Manager)

Role/Functions Project manage assessment Prepare assessment report Engage with tenant Review tenant office equipment and kitchen equipment Provide advice to tenant on opportunities Develop operations and maintenance procedures Review building energy performance Prepare verification report

Skills • Ability to undertake energy assessment in accordance with client requirements including relevant standards and legislation

• Assessment planning and project management • Business case development • Conventional and non-conventional financial analysis of energy savings • Detailed understanding of energy markets, energy pricing and tariffs • Detailed understanding of energy rating software and tools • Energy collection, modelling and analysis in commercial buildings • Energy efficiency/reduced outgoings valuation implications • Equipment operation and options • Experience in implementation – reality of process • Leasing structures and tenant-landlord relationship dynamics • Presentation and communication skills • Report writing • Risk assessment – action vs. inaction • Stakeholder engagement • Tenancy electrical equipment inventory and auditing • Tenant – landlord functions and relationships • Understanding of behavioural and other factors influencing energy

efficiency • Understanding of measurements and verification protocols including the



• Certified Energy Auditor (CEA) (AEE) • Certified Energy Manager® (CEM®) (AEE) • Operations & Performance Management Professional (OPMP) (ASHRAE) • AIRAH Accredited Energy Auditors (AIRAH) • Building Energy Modelling Professional Certification (BEMP) (ASHRAE) • Certified Building Energy Simulation Analyst Certifications (BESA) (AEE)


• Chartered Professional Engineer (CPEng) • Chartered Engineering Technologist (CEngT) • Chartered Engineering Officer (CEngO) • AIRAH Energy Auditor • AIRAH Accredited Practitioner • Green Star Accredited Professional (GBCA)


• Royal Institution of Chartered Surveyors (RICS) • Chartered Institution of Building Services Engineers (CIBSE) • Australian Institute of Refrigeration, Air conditioning and Heating



(AIRAH)

Position Portfolio Manager (if fulfilling all of the following roles/functions)

Role/Functions Engage assessor Interpret assessment report and business case Prepare action plan including setting goals Present to executive/decision maker Oversee the implementation process Negotiate/renegotiate leases Review valuations Financial assurance and reporting

Skills • Ability to integrate with broader organisational plans • Awareness of building green/energy efficiency issues, trends, legislation

and programs • Awareness of energy rating software and tools • Business case interpretation • Capacity to tender for and engage an energy service provider to deliver

assessment or complete building energy upgrade • Communications planning • Contract and contractor management • Conventional and non-conventional financial analysis of energy savings • Energy efficiency/reduced outgoings valuation implications • Knowledge of local protocol (ie Australian Standards and legislative

requirements including the Energy Efficiency Opportunities Act) • Leasing structures and tenant-landlord relationship dynamics • Negotiation for and facilitation of energy efficiency resources • Presentation and communication skills • Report writing • Risk assessment – action vs. inaction • Stakeholder engagement • Strong project management skills • Structuring and negotiating 'green leases' • Understanding of behavioural and other factors influencing energy

efficiency • Understanding of energy efficiency financing options including grant

funding • Whole of system and services thinking


Nil







Position Maintenance/Mechanical Services Contractor (if fulfilling all of the following roles/functions)

Role/Functions Project manage assessment Specialist technical assessment Implement identified retro-commissioning opportunities Detailed heating, ventilating and air conditioning upgrade design Review building energy performance

Skills • Specialist technical skills plus: • Ability to undertake energy assessment in accordance with client

requirements including relevant standards and legislation • Assessment planning and project management • Detailed understanding of energy markets, energy pricing and tariffs • Detailed understanding of energy rating software and tools • Energy collection, modelling and analysis in commercial buildings • Experience in implementation – reality of process • Tenant – landlord functions and relationships • Understanding of behavioural and other factors influencing energy


and programs • Understanding of energy rating software and tools • Understanding of measurements and verification protocols including the



• Existing Building Commissioning Professional (EBCP) (AEE) • Operations & Performance Management Professional (OPMP) (ASHRAE) • Commissioning Process Management Professional (CPMP) (ASHRAE)


• AIRAH Accredited Practitioner • Green Star Accredited Professional (GBCA)



(AIRAH) • Air Conditioning and Mechanical Contractors Association (AMCA)



Position Facility Manager (if fulfilling the majority of the following roles/functions)

Role/Functions Project manage assessment Prepare assessment report Engage with tenant Review tenant office equipment and kitchen equipment Provide advice to tenant on opportunities Develop operations and maintenance procedures Train staff/building operations in operations and maintenance procedures Educate and train tenants in building use Review building energy performance Prepare verification report


• Assess and manage risk • Assessment planning and project management • Business case development • Conventional and non-conventional financial analysis of energy savings • Cross functional team work/management • Culture and behavioural change management • Detailed understanding of energy markets, energy pricing and tariffs • Detailed understanding of energy rating software and tools • Develop and manage facility maintenance plans • Development and delivery of training programs • Energy collection, modelling and analysis in commercial buildings • Energy efficiency/reduced outgoings valuation implications • Equipment operation and options • Experience in implementation – reality of process • Facilitate continuous improvement • Leasing structures and tenant-landlord relationship dynamics • Manage budgets and financial plans • Presentation and communication skills • Read and interpret plans and specifications • Report writing • Stakeholder engagement • Tenancy electrical equipment inventory and auditing • Tenant – landlord functions and relationships • Understanding of behavioural and other factors influencing energy

efficiency • Understanding commercial building technology and engineering processes • Understanding of measurements and verification protocols including the



• Facility Management Professional (FMP) – FMA Australia • Certified Facility Manager (CFM) – FMA Australia


• Facility Management Association of Australia (FMA) • Royal Institution of Chartered Surveyors (RICS) • Chartered Institution of Building Services Engineers (CIBSE)



Position Building Engineer (if fulfilling all of the following roles/functions)

Role/Functions Project manage assessment Prepare assessment report Implement identified retro-commissioning opportunities Develop operations and maintenance procedures Review building energy performance Prepare verification report


• Assessment planning and project management • Business case development • Conventional and non-conventional financial analysis of energy savings • Detailed understanding of energy markets, energy pricing and tariffs • Detailed understanding of energy rating software and tools • Energy collection, modelling and analysis in commercial buildings • Energy efficiency/reduced outgoings valuation implications • Experience in implementation – reality of process • Presentation and communication skills • Report writing • Risk assessment – action vs. inaction • Tenant – landlord functions and relationships • Understanding of commercial building technology and engineering

processes • Understanding of measurements and verification protocols including the



• Existing Building Commissioning Professional (EBCP) (AEE) • Operations & Performance Management Professional (OPMP) (ASHRAE) • Commissioning Process Management Professional (CPMP) (ASHRAE)


• AIRAH Accredited Practitioner • Green Star Accredited Professional (GBCA)



(AIRAH)



Position Building Superintendant (if fulfilling all of the following roles/functions)

Role/Functions Project manage assessment Implement identified retro-commissioning opportunities Review building energy performance


• Assessment planning and project management • Detailed understanding of energy markets, energy pricing and tariffs • Detailed understanding of energy rating software and tools • Energy collection, modelling and analysis in commercial buildings • Experience in implementation – reality of process • Tenant – landlord functions and relationships • Understanding of commercial building technology and engineering

processes • Understanding of measurements and verification protocols including the



• Accredited Facility Manager (AFM) (Facility Management Association of Australia (FMA))


• AIRAH Accredited Practitioner (Australian Institute of Refrigeration, Air Conditioning and Heating (AIRAH))

• Green Star Associate (GBCA)





Position Specialist team member - Mechanical Services & HVAC

Role/Functions Specialist technical assessment Implement identified retro-commissioning opportunities Detailed heating, ventilating and air conditioning upgrade design

Skills Specialist technical skills plus: Experience in implementation – reality of process Understanding of behavioural and other factors influencing energy efficiency Understanding of building green/energy efficiency issues, trends, legislation and programs Understanding of energy rating software and tools Whole of system and services thinking


• Existing Building Commissioning Professional (EBCP) (AEE) • Certified Building Energy Simulation Analyst Certifications (BESA) (AEE) • Operations & Performance Management Professional (OPMP) (ASHRAE) • Commissioning Process Management Professional (CPMP) (ASHRAE) • Building Energy Modelling Professional Certification (BEMP) (ASHRAE) • High-Performance Building Design Professional (HBDP) (ASHRAE)


• Chartered Professional Engineer (CPEng) • AIRAH Accredited Practitioner • AIRAH Accredited Energy Auditor • Green Star Accredited Professional (GBCA)


• Chartered Institution of Building Services Engineers (CIBSE) • Australian Institute of Refrigeration, Air conditioning and Heating

(AIRAH)



Position Specialist team member – Lighting Design (Lighting Specialist/Lighting Designer/Lighting Architect/Electrical Engineer)

Role/Functions Specialist technical assessment Implement identified retro-commissioning opportunities Detailed lighting design including lighting controls

Skills • Specialist technical skills plus: • Experience in implementation – reality of process • Understanding of behavioural and other factors influencing energy


and programs • Understanding of energy rating software and tools • Whole of system and services thinking


• High-Performance Building Design Professional (HBDP) (ASHRAE) • Certified Lighting Efficiency Professional (CLEP) (AEE)


• AIRAH Accredited Practitioner • Chartered Professional Engineer (CPEng) • Chartered Engineering Technologist (CEngT) • Chartered Engineering Officer (CEngO) • Green Star Accredited Professional (GBCA)



Position Specialist team member – Controls-BMS (Electrical Engineer/Controls Specialist)

Role/Functions Specialist technical assessment Implement identified retro-commissioning opportunities Integration of lighting with controls/BMS Detailed heating, ventilating and air conditioning upgrade design Integration of HVAC with controls/BMS





• Existing Building Commissioning Professional (EBCP) (AEE) • Commissioning Process Management Professional (CPMP) (ASHRAE)


• Chartered Professional Engineer (CPEng) • AIRAH Accredited Practitioner • Green Star Accredited Professional (GBCA)





Position Specialist team member - Electrical Services (Electrical Engineer)

Role/Functions Specialist technical assessment Implement identified retro-commissioning opportunities Integration of lighting with electrical systems






• Chartered Professional Engineer (CPEng) • Green Star Accredited Professional (GBCA)



Position Specialist team member - Building Fabric & Facade (Civil Engineer/Structural Engineer/Architect/Building Fabric & Facade Specialist/Building Designer (for smaller programs)

Role/Functions Specialist technical assessment Implement identified retro-commissioning opportunities Detailed building-envelop upgrade design inc windows, doors, walls, the roof, and the foundation.





• High-Performance Building Design Professional (HBDP) (ASHRAE)


• Green Star Accredited Professional (GBCA)





Position Electrician (if fulfilling all of the following roles/functions)

Role/Functions Detailed lighting design including lighting controls (for smaller/less complex upgrades) Lighting Installation

Skills • Core trade skills plus: • Awareness of legislation and programs especially BCA compliance • Basic understanding of lighting and control technology • Tenant/occupant, needs behaviour and energy efficiency motivations • Basic assessment of lighting conditions post installation • Understanding of building green/energy efficiency issues, trends, legislation

and programs • Understanding of energy rating software and tools • Experience in implementation – reality of process


• Licensed Electrician • Registered Electrical Contractor\


• Global Green Electricians (Electrical Trades Union of Victoria) • EcoSmart Electricians (National Electrical Communications Association

(NECA)) • Green Star Accredited Professional (GBCA)


• Chartered Institution of Building Services Engineers (CIBSE) • National Electrical and Communications Association

Position Builder

Role/Functions Installation of building envelop upgrades Installation of HVAC upgrades

Skills • Core trade skills plus: • Understanding of building green/energy efficiency issues, trends, legislation

and programs • Understanding of energy rating software and tools • Experience in implementation – reality of process



• Green Star Accredited Professional (GBCA)





Position External Energy Service Provider –training specialist

Role/Functions Train staff/building operations in operations and maintenance procedures Educate and train tenants in building use

Skills • Cross functional team work/management • Culture and behavioural change management • Development and delivery of training programs • Leasing structures and tenant-landlord relationship dynamics Presentation

and communication skills • Report writing • Stakeholder engagement • Understanding of behavioural and other factors influencing energy

efficiency


• Australasian Energy Performance Contracting Association Facilitator (non-current)





Position Leasing Agent

Role/Functions Negotiate/renegotiate leases


• Awareness of energy rating software and tools • Leasing structures and tenant-landlord relationship dynamics • Presentation and communication skills • Report writing • Stakeholder engagement • Structuring and negotiating 'green leases' • Understanding of behavioural and other factors influencing energy

efficiency


Nil







Position Lawyer

Role/Functions Negotiate/renegotiate leases


• Awareness of energy rating software and tools • Leasing structures and tenant-landlord relationship dynamics • Presentation and communication skills • Report writing • Stakeholder engagement • Structuring and negotiating 'green leases' • Understanding of behavioural and other factors influencing energy

efficiency


Nil


Green Star Associate (GBCA)


Law Society

Position Valuer

Role/Functions Review valuations


• Awareness of energy rating software and tools • Business case interpretation • Energy efficiency/reduced outgoings valuation implications • Presentation and communication skills • Report writing


Registered Property Valuer




Chartered Accountant (CA) Certified Practising Accountant (CPA)



Position Accountant

Role/Functions Financial assurance and reporting


• Awareness of energy rating software and tools • Conventional and non-conventional financial analysis of energy savings • Energy efficiency/reduced outgoings valuation implications • Presentation and communication skills • Report writing


• Charter Accountant • Certified Professional Accountant




Royal Institution of Chartered Surveyors (RICS)



APPENDIX 6 – ASSOCIATIONS, TRAINING AND ACCREDITATIONS

Australian

Name Australian Institute of Refrigeration, Air Conditioning and Heating (AIRAH)

Website www.airah.org.au

About AIRAH is a specialist membership association representing over 10,000 for air conditioning, refrigeration, heating and ventilation professionals across Australia. AIRAH is the official Australian secretariat of the International Institute of Refrigeration (IIR), is affiliated with the International Institute of Ammonia Refrigeration (IIAR) and collaborates closely with the American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE). AIRAH is also an inaugural member of the Green Building Council of Australia (GBCA).

Target Members Individuals

Training AIRAH runs training programs on a range of topics related to the HVAC&R industry including: • Air Conditioning 101 • Ammonia training • BCA - Section J • Building Code of Australia • Energy Auditing • Energy Efficient HVAC Design • Energy Efficient HVAC Operation for Designers • Essentials of Air Conditioning • Essential Services Maintenance • HVAC Maintenance • HVAC Water Conservation • Managing Legionella and your risk R410A training • Smoke Control and Fire Dampers • Sustainable HVAC Design • Water Treatment

Vocational Graduate Certificate in Mechanical Services (Code Application) To qualify candidates must successfully complete all the following units: • VU20094: Apply the Building Code of Australia to mechanical services design • VU20095: Design and manage the implementation of smoke control systems in

multi-compartment buildings • VU20096: Manage the selection, installation, commissioning and maintenance

of fire and smoke dampers • VU20097: Design and manage the installation of mechanical ventilation to

address indoor air quality in buildings • VU20098: Manage the microbial control of air handling and water systems of

buildings

Vocational Graduate Certificate in Energy Efficient HVAC Design (Qualification Code – 21877VIC) To qualify candidates must successfully complete all the following units:



• VPAU234: Ensure compliance with mechanical services codes, standards and rating schemes to heating, ventilation and air conditioning (HVAC) systems design

• VPAU235: Maximise energy efficiency in building services operations • VPAU236: Design energy efficient heating, ventilation and air conditioning

(HVAC) systems (subject to accreditation)

Vocational Graduate Certificate in Energy Efficiency for Facility Managers (Qualification Code – 21928VIC) To qualify candidates must successfully complete all the following units: • VPAU338: Scope and conduct energy audit • VPAU235: Maximise energy efficiency in building services operations • VPAU327: Create an energy management plan • VPAU328: Implement an energy management plan

Accreditation AIRAH Accredited Practitioners Graduates of the Vocational Graduate Certificate in Mechanical Services (Code Application) are designated as AIRAH Accredited Practitioners.

AIRAH Accredited Energy Auditors In order to become accredited with AIRAH, candidates must have worked as an energy auditor within the past five years and submit an evidence portfolio of work conducted in energy auditing. This evidence portfolio must comply with Level 3 of the Australian Standard AS 3598:2000 Energy Audits. This means that the portfolio must provide a detailed analysis of energy usage, the savings that can be made, and the costs of achieving those savings.

Name Air Conditioning and Mechanical Contractors' Association of Australia (AMCA)

Website www.amca.com.au

About AMCA is an organisation of air conditioning and mechanical services companies who have come together to represent and promote the industry along with the well being of the companies.

Target Members Companies

Training A number of national training programs are offered, focussed more leadership, financial management and organisational management skills than technical skills: Managing for Profit The program provides participants with intensive in-depth training in the fundamentals of managing for profit in the air conditioning, engineering and mechanical services industry. Leadership Program Comprises of an intensive four day workshop. Managing Financial Resources Comprises an intensive four day workshop. Contract Law for Managers Graduates will develop the critical skills and resources they need to successfully contribute to the financial management of their companies, regardless of economic conditions or internal human dynamics. Fundamental Service Leadership



The course equips staff to lead with outstanding insight into Customer Service, to understand what drives costs and the critical factors impacting on profitability, to consider intelligent logistics around the use of available resources, to collaborate on writing clear and influential reports and to become clear and dynamic communicators to the business. Strategic Service Leadership The course equips staff to lead with understanding of what actions will improve financial performance, outstanding insight into Sales and Marketing, effective management of Human Resources, earned respect and successful strategic planning across the business and consideration for Sustainability.

Accreditation Nil

Name Air Conditioning and Refrigeration Equipment Manufacturers Association of Australia (AREMA)

Website www.arema.com.au

About AREMA is a member based organisation representing companies actively engaged in the manufacture and/or marketing of air filtration, air conditioning and refrigeration equipment throughout Australia.

Target Members

Members comprise of Senior Managers and Professionals from Australia's major companies, representing most popular product brands and services - both for Domestic and Commercial application.

Training Member events held, none currently listed.

Accreditation No accreditation offered, but supports the development of an industry strategy for Quality Assurance and Best Practice. This includes actively promoting the verification of all performance statements and members serving on standards committees and management committees of industry bodies on a voluntary basis.

Name Architects Accreditation Council of Australia (AACA)

Website www.aaca.org.au

About The Architects Accreditation Council of Australia is recognised as the national organisation responsible for establishing, coordinating and advocating national standards for the registration of architects in Australia and for the recognition of Australian architects overseas by the relevant Registration Authorities. It is not a Registration Authority and can only make recommendations to the various State and Territorial Architects' Registration Boards in Australia. The decision for the registration of architects lies solely with the Boards.

Target Members

AACA is constituted of nominees from all State and Territorial Architects' Registration Boards in Australia.

Training Nil

Accreditation Nil, makes recommendations to the various State and Territorial Architects' Registration Boards in Australia

Name Australian Institute of Architects (AIA)



Website www.architecture.com.au

About The Australian Institute of Architects is a national body consisting of almost 10,000 members across Australia and overseas. The Institute was formed in 1930 when state architectural Institutes combined to form a unified national association with the following aims: • To advance architecture • To maintain the integrity and standing of the profession • To promote the profession's views nationally and internationally, and • To encourage the study of architecture

Target Members Architects, members of the architect profession.

Training Knowledge Services keeps members abreast of the latest ideas, technology and trends in architecture by providing detailed advice including practice, law, cautionary and client notes, and co-ordinating an extensive CPD program at both national and state level. Training is provided through event based seminars and an accessible online training resource; www.continuum.com.au. 'Refuel' 2010 CDP National Seminar Series • Best Practice In Documentation • Specification Writing • Climate Change Adaption • Integrating Solar Technology Continuum - online continuing professional development

Accreditation Professional architecture courses in Australia are subject to an accreditation and recognition procedure which is jointly run by the Architects Registration Boards in each State and Territory, The Australian Institute of Architects and the Architects Accreditation Council of Australia (AACA). AACA and AIA also have a joint policy on CDP.

Name Australian Sustainable Built Environment Council (ASBEC)

Website www.asbec.asn.au

About The peak body of key organisations committed to a sustainable built environment in Australia. ASBEC aims to be the peak consultative forum on built environment sustainability in Australia and develop a uniform built environment industry response to the environmental and ecological issues that now face the industry.

Target Members

ASBEC members consists of industry and professional associations, non-government organisations and government observers who are involved in the planning, design, delivery and operation of our built environment, and are concerned with the social and environmental impacts of this sector.

Training Nil

Accreditation Nil – but well placed to advocate for standards and accreditation.

Name Building Products Innovation Council (BPIC)

Website www.bpic.asn.au



About The Building Products Innovation Council (BPIC) is the national body representing Australia’s building product associations. The Council’s prime objective is to provide unified and coordinated representation of the building products industry to Government and regulators while providing a forum for discussion and information sharing between manufacturers.

Target Members Building product associations

Training Industry events held, none currently listed.

Accreditation Nil – but well placed to advocate for standards and accreditation.

Name Building Designers Association of Australia (BDAA):

Website www.bdaa.com.au

About

Target Members

Training

Accreditation Accredited Building Designer

Name Climate Control Industry Alliance (CCIA)

Website www.ccia.com.au

About The Climate Control Industry Alliance (CCIA) has been formed by three Australian Associations in the Heating, Ventilating and Air Conditioning Industry. The Australian Institute of Refrigeration, Air Conditioning and Heating (AIRAH), the Air Conditioning and Mechanical Contractors Association (AMCA) and the Australian Refrigeration and Air Conditioning Equipment Manufacturers Association (AREMA). The focus of CCIA today is to work with the Ministerial Council on Energy, a Federal-State forum of Australian Governments, to implement the HVAC High Efficiency System Strategy. This ten year strategy has received funding for the first three years under the National Framework for Energy Efficiency.

Target Members Alliance of AIRAH, AMCA and AREMA

Training Focussed on delivering the HVAC High Efficiency Systems Strategy strategic initiatives • Practices - creating nationally standard cradle-to-grave systems of

documentation and data capture that allow trained climate control professionals to most effectively commission operate, and maintain the performance of HVAC systems.

• Systems - Identifying, demonstrating, analysing and promoting best practice, sustainable efficiency gains and technological advances, systems and tools across the entire spectrum of climate control industry participants and stakeholders.

• People - creating nationally standard, recognised and transferable qualifications and certificates built on effective multi-disciplinary training modules that



provide numerous entry points for industry participants and stakeholders to access material that improves their understanding of HVAC systems and their skills as climate control professionals.

Accreditation As above

Name Electrical & Communications Association Queensland (ECAQ)

Website www.ecaq.asn.au

About The Electrical and Communications Association (ECA) is the leading voice of the electrotechnology industry and is committed to improving and advancing this sector. Our vision is to be recognised by industry, government and the community as the leading business partner, knowledge source and advocate.

Target Members Electrical and communications professionals and organisations.

Training ECA's BusinessConnect training college offers courses in the following areas: Business • Advanced Diploma of Management • Certificate IV in Training and Assessment - Bridging • Certificate IV in Training and Assessment - Regular • Diploma of Project Management • Electrical Estimating Version 2.0 - Semester 2 • Energy Auditing Level 1 - Version 1.0 • Qualified Business Person Training for Electrical Contractor Licence • Qualified Technical Person Training for Electrical Contractor Licence • Qualified Technical and Business Person Training for Electrical Contractor

Licence Electrical • Electrical Installation and Testing Version 3 • Working with Electrical Equipment in Hazardous Areas • Certificate II in Split Systems Air conditioning • Skills Maintenance - Licence Renewal • Working Safely at Heights Green Electricians/Electrical Energy Efficiency (21876VIC) Consists of two mandatory units: • VPAU283—Advise on Electrical Energy Management; • VPAU284—Implement Energy Efficient Electrical Systems Electronic Photovoltaic Systems Certificate IV in Electrical Photovoltaic Systems.

Accreditation As above

Name Engineers Australia (EA)

Website www.engineersaustralia.org.au

About Engineers Australia is the national forum for the advancement of engineering and the professional development of our members.

Target More than 85,000 members embracing all disciplines of the engineering team.



Members

Training Engineering Education Australia (www.eeaust.com.au) deliver education and training on behalf of Engineers Australia Continuing Professional Development (CPD) • Advanced Exponential Mindset Leadership Strategies for Engineers • Asset Management • Business Acumen • Constraint Management for Manufacturing • Contract Management • Design Build Contracting • Detailed Engineering of Piping Systems and Layout of Piping Systems • Earthworks • Engineering Leadership Conversation Series • Engineering Planning and Design • Fear Free Presentations • Financial Management • Finite Element Analysis for Success • Gas Transmission and Distribution Piping Systems • Heat Exchanger Design and Operation • Leadership Skills For Professional Women • Mechanical Engineering Practice for Building Services Engineering - Module 1,

2 and 3 • Mentoring Skills • Negotiation Skills • Non Destructive Evaluation for QA and Condition Assessment of Concrete,

Wood and Asphalt • Process Piping Design and Maintenance • Project Management Practice Course Module 1 – 5 • Pumping Systems Design • Risk and Liability Management • Safer Construction – Design Stage • Senior Engineers Leadership Residential • Slide Rule Thinking in the Internet Age • Stepping up to Management • Stormwater Management Source Control • System Safety Engineering • Time Management • Treatment Plant Hydraulics • Writing Winning Technical Documents Engineering Courses • Asset Management • Constraint Management for Manufacturing • Design Build Contracting • Detailed Engineering of Piping Systems and Layout of Piping Systems • Earthworks • Engineering Planning and Design • Gas Transmission and Distribution Piping Systems



• Heat Exchanger Design and Operation • Mechanical Engineering Practice for Building Services Engineering - Module 1-

3 • Process Piping Design and Maintenance • Pumping Systems Design • Safer Construction – Design Stage • Stormwater Management Source Control • System Safety Engineering • Treatment Plant Hydraulics Engineering Leadership • Advanced Exponential Mindset Leadership Strategies for Engineers • Engineering Leadership Conversation Series • Engineering Leadership Residential • Fear Free Presentations • Slide Rule Thinking in the Internet Age • The Experienced Engineering Management Program

Accreditation Chartered Status is exclusive to Engineers Australia. Chartered Status certifies that the member practices in a competent, independent and ethical manner; and are a leader in their field. Chartered Status is open to those in the Member and Fellow grades of each occupational category: • Professional Engineer – Chartered Professional Engineer (CPEng) • Engineering Technologist – Chartered Engineering Technologist (CEngT) • Engineering Officers – Chartered Engineering Officer (CEngO). The Chartered Status application process is a competency-based assessment with two steps: The preparation of an Engineering Practice Report linking your work experience to the Stage 2 engineering skills A professional interview conducted by senior practitioners from the area of practice: three compulsory units plus two of the ten elective units.

Name Energy Efficiency Council (EEC)

Website www.eec.org.au

About The Energy Efficiency Council is the peak body for energy efficiency services and products, focusing on the non-residential sector. Energy efficiency delivers major economic benefits to companies and is the largest, most cost-effective and technologically mature source of emission abatement. Realising this potential requires high-tech products and specialists to identify and implement energy efficiency upgrades.

Target Members Providers of energy efficiency services and products.

Training Delivers an annual Energy Efficiency Council National Conference

Accreditation The Energy Efficiency Council recommends the use of accredited firms for the three major skill sets involved in Energy Performance Contracting. Energy Service Companies (ESCOs)



ESCOs can be accredited through the Australasian Energy Performance Contracting Association process. Facilitators Australasian Energy Performance Contracting Association facilitator training. Measurement & Verification Specialists The Energy Efficiency Council recognises international qualifications under the "Certified Measurement & Verification Professional program" run by the Efficiency Valuation Organisation.

Name Electrical Trades Union of Victoria

Website www.etu.asn.au

About The Electrical Trades Union of Australia, Victorian Branch are committed to an accountable, democratic union, developing the electrical, communications and electronic industries, improving job security and giving members top quality service at all times.

Target Members With 17,000 members across dozens of industries

Training The Global Green Electricians™ (GGE) (www.ggelectricians.com) training course provides electrical workers with the skills and knowledge to cater for the uptake of renewables and the increased implementation of energy efficiency measures. The course curriculum utilises nationally recognised Renewable Energy Units of Competence from the Certificate IV in Renewable Energy or Photovoltaics content from the National Electrotechnology Training Package, and delivers theory and practical training in: • the greenhouse effect, causes and consequences • regulatory framework • identifying renewable and energy efficiency measures • developing an energy efficiency audit, inspection and assessment • photovoltaic energy apparatus • undertaking practical audit, inspection and assessment.

Accreditation Global Green Electricians

Name Facility Management Association of Australia (FMA Australia)

Website www.fma.com.au

About FMA Australia is the peak national body for the facility management industry. The mission of FMA Australia is to inspire, shape and influence the facility management industry and at every opportunity to support, promote and represent the interests of their members.

Target Members

FMA Australia represents professionals responsible for the efficient operation of facilities, such as buildings, properties and major infrastructure, commonly referred to as the ‘built environment’, where responsibilities can range from high-level strategic planning and management to operational and technical issues such as repairs, maintenance, cleaning and security.

Training FMA Australia’s Diploma of Facility Management is currently available to



professionals around Australia through the Holmesglen Institute, with a Vocational Graduate Certificate in Energy Efficiency for Facility Managers provided and developed in conjunction with the Australian Institute of Refrigeration, Air conditioning and Heating and others FMA Australia’s Professional Development courses range from introductory through to higher level management courses, with numerous additional resources are available in support of its membership, including; a comprehensive Knowledgebase and various publications developed in collaboration with industry.

Accreditation FMA Australia offers two internationally recognised FM Credentials: Facility Management Professional (FMP) - a knowledge-based credential designed to accelerate a Facility Manager’s transition into the profession. This credential has been designed for entry-level and transitioning professionals who do not yet have the hands-on experience required for obtaining the CFM. Certified Facility Manager® (CFM®) credential sets the industry standard around knowledge and abilities for practicing facility managers. The certification process assesses competence in the field through work experience, education and the ability to pass a comprehensive exam.

Name Green Building Council of Australia (GBCA)

Website www.gbca.org.au

About Launched in 2002, the GBCA is a national, not-for-profit organisation that is committed to developing a sustainable property industry for Australia by encouraging the adoption of green building practices.

Target Members

The GBCA has over 840 member companies who work together to support the Council and its activities. Membership base is drawn from a diverse cross-section of developers, local, state and federal governments, owners, professional services firms, investors, manufacturers, suppliers and distributors, facility and asset managers, universities, professional societies, utilities and contractors.

Training The GBCA offer a range of education courses: • Green Star Foundation Course • Green Star Project Certification Workshop • Green Star Office Interiors • Green Law - legal aspects of a green building. • GBCA Master classes Also industry events providing thought leadership on green building practices and a forum for the industry's green leaders to connect.

Accreditation The GBCA is launching a new Continuing Professional Development Program and from 1 July 2010 there will be two levels of recognition: • Green Star Accredited Professional To achieve and maintain GSAP status a number of compliance criteria must be met and ongoing training is required (30 points of 'sustainability' education which must include 10 points of GBCA education/events) over two years. • Green Star Associate The Green Star Associate is an introductory level intended for those needed to understand and participate in the Green Star projects, but without the same technical



skills as a GSAP. To become a Green Star Associate the Green Star Accredited Professional course must be complete, a fee paid and 15 CPD points completed over two years.

Name Illuminating Engineering Society (IESANZ)

Website www.iesanz.org

About The Illuminating Engineering Society of Australia and New Zealand Limited is an organisation comprising six Chapters which are located in the Australian States (New South Wales, Queensland, South Australia, Victoria and Western Australia) and New Zealand. The aim of the Society is the advancement of the art and science of illumination and the dissemination of knowledge to all interested parties.

Target Members

The Society's diversified membership includes engineers, architects, educators, students, contractors, manufacturers and designers. There are two types of membership available: individual and corporate (or company).

Training The IES offer a number of training courses: • Enlightenment - The Basics of Efficient Lighting • Best Practices in Lighting - Australia • Best Practices in Lighting – New Zealand The IES accredits the following education courses in Australia and New Zealand: • University of Sydney, Department of Architectural and Design Science GradCertDesSc (Illum) - (24 credit points) - satisfies the academic requirements for Member status of the IES and entry requires motivation and some preparation such as a TAFE trade course. GradDipDesSc (Illum) - (48 credit points) MDesSc (Illum) - (72 credit points). • RMIT University, School of Engineering (TAFE) N0010 Lighting Engineering and Design program is a two year part-time program which consists of 3 courses (subjects) with a total of 200 nominal contact hours per year. Completion satisfies the academic requirements for Member status of the IES. • Queensland University of Technology PH62 Graduate Certificate in Lighting PH72 Graduate Diploma in Lighting, and PH82 Masters in Lighting • TAFE South Australia Regency Campus , Utilities and Aviation Unit • Massey University – College of Sciences, School of Engineering and Advanced

Technologies Grad Cert Science and Technology (Lighting) - The course is offered as a series of two day block courses, six blocks per year, over a two year period. The course has been designed to satisfy the academic requirements for Member status of the IESANZ.

Accreditation The main grades of membership based on qualifications and experience are: • Associate - available to anyone wishing to join the Society. Post nominals

allowed: AssocIES • Technician - an Associate member who has successfully completed a lighting

course accredited by the Society may apply for upgrade to Technician. Post-nominals allowed: TechIES



• Member - an Associate or Technician who has successfully completed a lighting course accredited by the Society and who has a minimum of 4 (four) years of approved lighting practice or equivalent practice in an allied field may apply for upgrade to Member. Post-nominals allowed: MIES

• Fellow - a person who has equivalent qualifications to those of a Member and who has at least 8 (eight) years of approved lighting practice or equivalent practice in an allied field may apply for upgrade to Fellow. Post-nominals allowed: FIES

• Corporate - organisations that are involved in any way with the lighting industry may signify their support for the Society by applying for Corporate membership.

Continuing Professional Development (CDP) is not currently required to maintain membership status, although may become so in the future. The IES strongly urge all members, particularly MIES and FIES members, (other than retired members), to undertake CPD.

Name Master Plumbers and Mechanical Services Association of Australia (MPMSAA)

Website www.mpmsaa.org.au

About The Master Plumbers' and Mechanical Services Association of Australia (MPMSAA) is a registered national employer organisation providing representation and extensive services for its members. The principal activities of the Association are to provide business services, industry representation, training and advice on industrial relations and employment to the membership.

Target Members Broad base of members in the plumbing and mechanical services sectors.

Training MPMSAA is a Registered Training Organisation (registered provider No 3937) and provides education and training services to the building and construction industry, in particular the plumbing & mechanical services sector. An extensive range of programs offered including: 21596VIC - Course in Green Plumbers Environmental Solutions Core Units • VBP187 - Provide advice on plumbing measures to reduce household impact on

climate change (8 Hours) • VBP188 - Provide advice on plumbing water conservation measures (8 Hours) • VBP189 - Provide design advice on solar heated water system (6 Hours) • VBP191 - Present an environmental plumbing inspection report (4 Hours) • VBP190 - Provide advice on urban alternative water sources (8 Hours) Elective units (2 or more elective units must be completed) • VPAU286 - Provide advice on the selection of commercial hot water systems (8

Hours) • VPAU287 - Provide advice on the selection of urban pumping systems (8 Hours) • VPAU285 - Provide design advice on natural wastewater treatment systems (8

Hours) • VPAU288 - Provide design advice on urban irrigation systems (8 Hours)

Accreditation MPMSAA Certified Practising Master Plumber® Program • Business - 30 CDP points per year required to be recognised as a Certified

Practicing Master Plumber



• Individual – 15 CDP points per year required to be recognised as a Certified Practicing Master Plumber

Name National Electrical Communications Association (NECA)

Website www.neca.asn.au

About The National Electrical and Communications Association (NECA) is the national voice of the electrotechnology contracting industry. NECA provide members with timely information, advice and practical tools to make business easier, safer and more cost-effective. NECA employs specialists in industrial relations, occupational health and safety, management, education and training, human resources and technology who are on-hand to offer advice on a range of topics and provide representation and support in industrial relations matters. NECA has representatives on many Standards Australia technical committees and is also a registered organisation in federal and state industrial jurisdictions.

Target Members More than 5,000 members across Australia in electrotechnology contracting.

Training EcoSmart Electricians A national training and accreditation program for electricians consisting of training in energy efficient products, technology and installations. The program is specifically designed to provide a broad understanding of the concepts of energy efficiency utilizing modern technology and products. Consists of: • Energy management • Lighting • Pumps, fans and motors • Solar generation systems • Heating and Cooling 3 x 4 hour sessions, plus 1 x 8 hours

Accreditation EcoSmart Electricians accreditation on completion of the course.

Name Australian Property Institute (API)

Website www.propertyinstitute.com.au

About The Australian Property Institute (API) was originally formed in 1926 as the Commonwealth Institute of Valuers. The Institute’s primary role is to set and maintain the highest standards of professional practice, education, ethics and professional conduct for it members and the broader property profession.

Target Members

The API represents the interests of more than 7,500 property professionals throughout Australia. API members include residential, commercial and plant and machinery valuers, property advisers, property analysts, property and facility managers, property educators, property fund and asset managers, property lawyers, accountants, bankers, and property researchers and academics. API offers several categories of membership for property professionals including: • Student • Graduate



• Technical Associate • Provisional Associate • Associate • Fellow

Training The API endorses a wide range of Undergraduate Degrees, Postgraduate and Non-Degree and TAFE courses 2009.

Accreditation Certified Practising Valuers • Only API members can obtain the status of Certified Practising Valuer (CPV). A

CPV must have the following attributes: • Relevant tertiary degree • Demonstrated professional property experience • Over and above government requirements to value property in Australia • Adherence to the API Code of Ethics and Rules of Conduct • Annual compliance with compulsory professional advice on property values. With the exception of ‘Affiliate members’, the API requires members to achieve 20 Continuing Professional Development (CPD) points per annum.

Name Property Council of Australia (PCA)

Website www.propertyoz.com.au

About Peak industry body representing owners and managers.

Target Members The Property Council has over 2200 member companies.

Training The PCA Professional Development Centre delivers a range of courses: Diploma Courses • Operations and Facilities Management (OFM) • Property Asset Management (PAM) • Property Development (DEV) • Shopping Centre, Management and Marketing (SCMM) • Property Investment and Finance (PIF) Short Courses • Leasing Fundamentals • Retail Leases Act • Hotel Property Investment Fundamentals • Property Industry Induction • Building Services Fundamentals • Industrial Property Development Also the following e-learning courses: • Property Investment • Private Equity • Valuation of Direct Property • Advanced Valuation of Direct Property • Acquisitions • Overview of the Property Development Industry • Management and Business • Compliance and Governance



• Project Management • Self Development • IT & Computing Applications

Accreditation Diploma courses as above.

Name The Real Estate Institute of Australia (REIA)

Website www.reia.com.au

About The Real Estate Institute of Australia (REIA) is the national association for Australia’s real estate profession. REIA is a politically non-aligned organisation that provides research and well-informed advice to the Federal Government, Opposition, members of the real estate profession, media and the public on a range of issues affecting the property market.

Target Members

REIA has eight members, these members are the state and territory Real Estate Institutes, through which about 80 per cent of real estate firms and licensed agents are collectively represented.

Training Training offered through state and territory Institutes includes: • An agent's guide to tax and property investment • Creating impact and influence • Essential skills and communication • Participating in an Owners Corporation • The Lease and the Law

Accreditation Qualifying Member Recognition REIA presents certificates of Associate (AREI) and Fellow (FREI) of the Real Estate Institute of Australia to approved applicants to recognise achievement of members’ tertiary qualifications, and their continuous involvement with Real Estate Institutes at state and territory level. To obtain an AREI or FREI applicants must be current members of their state or territory Real Estate Institute (for the past 5 or 7 years respectively), satisfy a number of by-laws listed in the application forms, show relevant documents to support their application, and satisfy licensing requirements in their state or territory. REIA Accredited Specialist • Accredited Specialist – Accommodation • Accredited Specialist – Business Broking• • Accredited Specialist – Buyers’ Agency • Accredited Specialist – Commercial Property • Accredited Specialist – Property Auctioneering • Accredited Specialist – Property Management • Accredited Specialist – Property Valuation • Accredited Specialist – Residential Sales • Accredited Specialist – Rural Property • Accredited Specialist – Strata Management

International

Name American Association of Energy Engineers (AEE)



Website www.aeecenter.org

About The Association of Energy Engineers (AEE) is a source for information and networking in the dynamic fields of energy engineering and management, renewable and alternative energy, power generation, energy services, sustainability, and all related areas.

Target Members Over 11,000 professionals in 71 local and international chapters

Training Also range of seminars and training offered as: • Live Seminars • Realtime Online Seminars • "24-7" Online University • Self-Study Professional Training Seminars • In-House Seminars With all AEE seminars Continuing Education Units (CEU) and Professional Development Hours (PDH) credits are earned. Additional training focussed on preparation for certifications, see below.

Accreditation Certified Business Energy Professional (BEP) AEE's Certified Business Energy Professional (BEP) program awards special recognition to those business/marketing and energy professionals who have demonstrated a high level of competence and ethical fitness for business/marketing and energy management related disciplines, as well as laws governing and affecting energy professionals. A passing score of at least 70% in the BEP examination is required in conjunction with meeting all other eligibility requirements to become certified. 4-year degree in business/marketing, engineering or architecture OR Professional Engineer (P.E.) or Registered Architect (R.A.) AND 2+ years of experience in business/marketing/sales in the energy field. OR -4-year non-technical degree business/marketing/sales AND 3+ years of experience in business/marketing/sales in the energy field. OR -2-year technical degree business/marketing/sales AND 5+ years of experience in business/marketing/sales in the energy field. OR -No qualification BUT 8+ years of experience in business/marketing/sales in the energy field. Certified Building Energy Simulation Analyst Certifications (BESA) AEE's Building Energy Simulation Analyst (BESA) professional certification is designed to recognize individuals with special expertise and experience in the area of utilizing building energy simulation software to assess a facility's energy performance. A passing score of at least 70% in the BESA examination is required in conjunction with meeting all other eligibility requirements to become certified. A four-year degree from an accredited university or college in engineering or architecture, or be a registered Professional Engineer (P.E.) or Registered Architect (R.A.). In addition, the applicant must have at least three years of experience in building modelling, commercial energy auditing, energy management, or related. OR -A four-year non-engineering degree with at least five years experience in building modelling, commercial energy auditing, energy management, or related. OR -A two-year technical degree with at least six years experience in building



modelling, commercial energy auditing, energy management, or related. OR -Ten years of experience in building modelling, commercial energy auditing, energy management, or related. OR -The current status of Certified Energy Manager (CEM®). Certified Building Commissioning Professional (CBCP) Certification of the effective commissioning of existing buildings. A passing score of at least 70% in the CBCP examination is required in conjunction with meeting all other eligibility requirements to become certified. A four-year degree from an accredited university or college in science, engineering, architecture, business, law, finance, or related field, or be a registered professional engineer (P.E.), or registered architect (R.A.). In addition, the applicant must have at least three years experience in facilities management HVAC or process engineering design, construction project management, electrical/controls design, installation or operations, testing, adjusting and balancing, or building commissioning. OR -A two-year technical degree, or vocational school certificate in HVAC/Electrical; or valid HVAC or Electrician contracting license; or hold a four-year non-technical degree from an accredited university or college in a field not specified above with five years experience in facilities management HVAC or process engineering design, construction project management, electrical/controls design, installation or operations, testing, adjusting and balancing, or building commissioning. OR -Ten years or more verified experience in facilities management HVAC or process engineering design, construction project management, electrical/controls design, installation or operations, testing, adjusting and balancing, or building commissioning. OR -The current status of Certified Energy Manager (CEM). Certified Energy Auditor (CEA) The CEA certification is one that identifies professionals as having the required knowledge and experience needed to succeed in the growing field of energy auditing. The candidate for CEA certification must have: A four-year degree from an accredited university or college in engineering or architecture, or be a registered Professional Engineer (P.E.) or Registered Architect (R.A.). In addition, the applicant must have at least three years of verifiable experience in energy auditing, energy management, facility management, or experience related to energy management; OR -A four-year non-engineering degree with at least four years of verifiable experience in energy auditing, energy management, facility management, or experience related to energy management; OR -A two-year technical degree with at least five years of verifiable experience in energy auditing, energy management, facility management, or experience related to energy management; OR -Ten years of verifiable experience in energy auditing, energy management, facility management, or experience related to energy management; OR -The current status of Certified Energy Manager (CEM®). Plus attend one of AEE's preparatory CEA training seminars, and complete and pass the four-hour written CEA examination Certified Energy Auditor in Training (CEAIT)



The prerequisites for the are as follows: 4-year degree in engineering Plus attend one of AEE's preparatory CEA training seminars, and complete and pass the four-hour written CEA examination Certified Energy Manager® (CEM®) Recognises individuals who have demonstrated high levels of experience, competence, proficiency, and ethical fitness in the energy management profession. 4-year degree in business/marketing, engineering or architecture or Professional Engineer (P.E.) or Registered Architect (R.A.) AND 3+ years of experience in energy engineering or energy management. OR 4-year degree in environmental science, physics or earth science AND 4+ years of experience in energy engineering or energy management. OR- 4-year degree in business (or related field) AND 5+ years of experience in energy engineering or energy management. OR - 2-year energy management associate's degree AND 6+ years of experience in energy engineering or energy management. OR 2-year technical associate's degree AND 8+ years of experience in energy engineering or energy management. OR – no qualification and 10+ years of experience in energy engineering or energy management. All CEM candidates must attend one of AEE's preparatory CEM training seminars, and complete and pass a four-hour written open-book exam, proctored by an approved exam administrator. Certified Lighting Efficiency Professional (CLEP) AEE's Certified Lighting Efficiency Professional (CLEP) program identifies individuals who have demonstrated high levels of experience, competence, proficiency, and ethical fitness, bringing to their professional activities the full scope of knowledge requisite to the development and implementation of effective lighting efficiency solutions within the commercial, industrial, institutional and governmental market sectors. A four-year engineering or architectural degree from an accredited university or college, and/or P.E., and/or R.A., and/or C.E.M., with at least three years experience in lighting efficiency. OR-A four-year business or related degree from an accredited university or college, with at least five years experience in lighting efficiency. OR-A two-year technical degree from an accredited college, with eight years verified experience in lighting efficiency. OR- Ten years or more verified experience in lighting efficiency. All candidates for CLEP certification must attend one of AEE's preparatory CLEP training seminars, and complete and pass the four-hour written CLEP examination. Certified Measurement & Verification Professional (CMVP®) CMVP designates high levels of experience, competence, and specialized knowledge application of accurate and reliable measurement and verification methodologies. A four-year degree from an accredited university or college in science, engineering, architecture, business, law, finance, or related field, or be a registered professional engineer (P.E.), or registered architect (R.A.). In addition, the applicant must have at least three years experience in energy or building or facility management, or



measurement and verification. OR- A two-year technical degree, or four-year non-technical degree from an accredited college or university in a field not specified above with five years experience in energy or building or facility management, measurement verification. OR-Ten years or more verified experience in energy or building or facility management, or measurement and verification. OR-The current status of Certified Energy Manager (CEM®). All CMVP candidates must attend one of AEE's preparatory CMVP training seminars, and complete and pass an exam. Certified Carbon Reduction Manager (CRM) AEE's Certified Carbon Reduction Manager (CRM) program is designed to provide recognition for professionals who have distinguished themselves as leaders in the growing field of carbon reduction. The designation CRM identifies individuals who have demonstrated high levels of technical expertise in energy management and environmental practices. A four-year engineering or architectural degree, and/or the current status of Certified Energy Manager (CEM®) in good standing. OR - A four-year business or related degree, with at least three years experience in energy/carbon management. OR - A two-year technical degree, with at least five years experience in energy/carbon management. OR - Eight years or more of verified experience in energy/carbon management. All CRM candidates must attend one of AEE's preparatory CRM training seminars, and complete and pass the four-hour written CRM examination. Certified Sustainable Development Professional (CSDP) AEE's Certified Sustainable Development Professional (CSDP) program is designed to provide recognition for professionals who have distinguished themselves as leaders in the sustainable development field. The designation CSDP identifies individuals who have demonstrated high levels of technical expertise in energy management and environmental practices. A four year engineering or architectural degree from an accredited university or college and/or the current status of P.E. or R.A. or C.E.M., with at least three years verified experience in energy efficiency and pollution prevention, or sustainable development OR- A four-year degree in business or related degree from an accredited university or college with at least five years verified experience in energy efficiency and pollution prevention, or sustainable development OR- A two-year technical degree from an accredited college with at least eight years verified experience in energy efficiency and pollution prevention, or sustainable development OR- Ten years or more verified experience in energy efficiency and pollution prevention, or sustainable development All CSDP candidates must attend one of AEE's preparatory CSDP training seminars, and complete and pass a four-hour written examination. Existing Building Commissioning Professional (EBCP) Designates the full scope of knowledge requisite to the effective commissioning of existing buildings.



A four-year degree from an accredited university or college in science, engineering, architecture, business, law, finance, or related field, or be a registered professional engineer (P.E.), or registered architect (R.A.). In addition, the applicant must have at least three years experience in facilities management HVAC or process engineering design, construction project management, electrical/controls design, installation or operations, testing, adjusting and balancing, or building commissioning. OR-A two-year technical degree, or vocational school certificate in HVAC/Electrical; or valid HVAC or Electrician contracting license; or hold a four-year non-technical degree from an accredited university or college in a field not specified above with five years experience in facilities management HVAC or process engineering design, construction project management, electrical/controls design, installation or operations, testing, adjusting and balancing, or building commissioning. OR-Ten years or more verified experience in facilities management HVAC or process engineering design, construction project management, electrical/controls design, installation or operations, testing, adjusting and balancing, or building commissioning. OR-The current status of Certified Energy Manager (CEM) or Certified Building Commissioning Professional (CBCP). All EBCP candidates must attend one of AEE's preparatory EBCP training seminars, and complete and pass a four-hour written examination. Other certifications: The Certified Energy Procurement Professional (CEP®) Program The Certified GeoExchange Designer (CGD®) Program The Certified Power Quality Professional (CPQ®) Program The Distributed Generation Certified Professional (DGCP®) Program Certified Green Building Engineer (GBE™) Certified Renewable Energy Professional (REP)

Name American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE)

Website www.ashrae.org

About ASHRAE, founded in 1894, is. ASHRAE fulfils its mission of advancing heating, ventilation, air conditioning and refrigeration to serve humanity and promote a sustainable world through research, standards writing, publishing and continuing education.

Target Members

An international organization of 51,000 persons. Membership is open to any person associated with the field.

Training The ASHRAE Learning Institute offers a wide selection of courses to expand knowledge in the HVAC&R Industry and earn Continuing Education Units (CEU) and Professional Development Hours (PDH).

Accreditation Building Energy Modelling Professional Certification (BEMP) ASHRAE’s BEMP certification certifies individuals’ ability to evaluate, choose, use, calibrate, and interpret the results of energy modelling software when applied to building and systems energy performance and economics and to certify individuals’ competence to model new and existing buildings and systems with their full range of



physics. Any individual who meets one of the following combinations of academic and work experience requirements will be eligible to take the examination for the Building Energy Modelling Professional certification. Government-issued or government-recognized license as a professional engineer or architect and a minimum of two (2) years’ building energy modelling experience Minimum of Bachelor’s degree in engineering or a related field (e.g., building science, architecture, physics, or mathematics) from an accredited institution of higher learning and a minimum of five (5) years’ energy-related HVAC, architecture, lighting, or renewable energy experience, including a minimum of two (2) years’ building energy modelling experience; up to two years of graduate studies at an accredited institution of higher learning can be counted toward the five (5) years’ experience in this category Associate’s degree or Technical degree or certificate in design, construction, or a related field from an accredited institution of higher learning and a minimum of seven (7) years’ energy-related HVAC, architecture, lighting, or renewable energy experience, including a minimum of two (2) years’ building energy modelling experience High School diploma or equivalent and a minimum of ten (10) years’ energy-related HVAC, architecture, lighting, or renewable energy experience, including a minimum of two (2) years’ building energy modelling experience The candidate must successfully pass the examination in full; no partial credit for this examination will be given. High-Performance Building Design Professional (HBDP) Candidates who earn the HBDP certification will have demonstrated a well-rounded understanding and knowledge of how HVAC&R design is integrated into high performing buildings to achieve the overall goal of producing a sustainable HVAC&R design. Any individual who meets one of the following sets of academic and work experience requirements will be eligible to take the examination for the HBDP certification. Government-issued or government-recognized license as a professional engineer Minimum of Bachelor’s degree in engineering or a related field from an accredited institution of higher learning and a minimum of 5 years’ experience in HVAC&R design Associate’s degree or Technical degree or certificate in design, construction, or a related field from an accredited institution of higher learning and a minimum of 7 years’ experience in HVAC&R design High School diploma or equivalent and a minimum of 10 years’ experience in HVAC&R design The candidate must successfully pass the examination in full; no partial credit for this examination will be given. Operations & Performance Management Professional (OPMP) Candidates who earn the OPMP certification will have demonstrated a well-rounded understanding and knowledge of the management of facility operations and maintenance and their impact on HVAC&R systems' performance. Any individual who meets one of the following sets of academic and work



experience requirements will be eligible to take the examination for the OPMP certification. Government-issued or government-recognized license as a professional engineer and a minimum of two (2) years’ experience in facility operations Minimum of Bachelor’s degree in engineering or related field from an accredited institution of higher learning and a minimum of five (5) years’ experience in one of the following areas: facilities operations/management, construction, design, or consulting, including a minimum of two (2) years’ experience in facility operations Associate’s degree or Technical degree or certificate in building design, construction, construction management, facility operation, or a related field from an accredited institution of higher learning and a minimum of five (5) years’ experience in one of the following areas: facilities operations/management, construction, design, or consulting, including a minimum of two (2) years’ experience in facility operations High school diploma or equivalent or construction-related trades training or building operations training from a nationally or internationally recognized trade association with a minimum of seven (7) years’ experience in one of the following areas: facilities operations/management, construction, design, or consulting, including a minimum of two (2) years’ experience in facility operations The candidate must successfully pass the examination in full; no partial credit for this examination will be given. Commissioning Process Management Professional (CPMP) The purpose of this certification is to help building owners, developers, standards writing agencies, and others assess the capability of individuals to manage the whole building commissioning process. To participate an individual must have been involved with at least three (3) projects utilizing the commissioning process and must meet one of the following combinations of academic and work experience: Government-issued or government-recognized license as a professional engineer or architect with a minimum of three (3) years’ facilities operations/management, construction, design, or consulting experience Minimum of Bachelor’s degree in engineering, architecture, or related field from an accredited institution of higher learning and a minimum of six (6) years’ facilities operations/management, construction, design, or consulting experience • Associate’s degree or technical diploma in building design, construction, construction management, facility operation, or a related field from an accredited institution of higher learning and a minimum of seven (7) years’ facilities operations/management, construction, design, or consulting experience High school diploma or equivalent or construction-related trades training or building operations training from a nationally or internationally recognized trade association with a minimum of ten (10) years’ facilities operations/management, construction, design, or consulting experience The candidate must successfully pass the examination in full; no partial credit for this examination will be given. Other certifications: Healthcare Facility Design Professional (HFDP)



Name Chartered Institution of Building Services Engineers (CIBSE)

Website www.cibse.org.au

About CIBSE is the international professional body for the building services profession. CIBSE exists to promote the art, science and practice of building services engineering for the benefit of all, and the advancement of education and research in building services engineering.

Target Members

CIBSE has a membership of over 17,000 across more than 80 countries. Consulting, contracting, manufacture, sales, facilities management, research or academia.

Training Offers a range of continuing professional development (CDP) modules that can count towards CIBSE’s annual CPD requirement for membership.

Accreditation A CIBSE member holds accredited status as a competent and professional building services engineer. There are 8 grades of CIBSE membership depending on experience and qualifications. Fellow (FCIBSE) Fellowship is the most senior grade of CIBSE membership. To become a Fellow of CIBSE you need to be engaged in a position of responsibility in building services engineering for at least ten years, of which period for not less than three years you have been engaged in a position of superior responsibility Member (MCIBSE) To become an Associate of CIBSE you need • to be able to demonstrate competence against designated competency criteria

within the field of Building Services Engineering • to submit an Engineering Practice Report, work experience listing, organisation

chart and development action plan • to participate in an Interview Associate (ACIBSE) To become an Associate of CIBSE you need • to be able to demonstrate competence against designated competency criteria

within the field of Building Services Engineering • to submit an Engineering Practice Report, work experience listing, organisation

chart and development action plan • to participate in an Interview Licentiate Membership (EngTech LCIBSE) To become a Licentiate of CIBSE and to register with ECUK at the EngTech level you need: • To be able to demonstrate competence against designated competency criteria

within the field of Building Services Engineering • To submit a work experience report, organisation chart and development action

plan • To participate in an interview, if you do not hold appropriate qualifications or if

otherwise required Graduate Graduate membership of CIBSE is a transitional grade for those who are working towards the ACIBSE or MCIBSE grades. To become a Graduate member of CIBSE you need to have successfully completed one of the following: • a Bachelors degree in an engineering, science or technology subject



• an MEng degree • other qualifications accepted via the Individual Case Procedure • degrees appropriately accredited by Washington Accord signatories are also

accepted Companion Companion is the senior of the grades of affiliated membership and is open to those who are not academically qualified building services engineers but who are contributing in a substantial way to the advancement of our profession. To become a Companion member of CIBSE you need: • To have made a contribution to the promotion of building services • To have had at least 15 years of experience within the field of building services

engineering • To be in a senior position in an enterprise related to building services engineer Affiliate Affiliate membership is open to anyone who is studying, or is in some other way involved in, building services engineering, whether or not they eventually expect to become qualified as building services engineers. To become an Affiliate member of the Institution you need: • To be a contributor to the art, science or practice of Building Services • To be interested in the promotion of Building Services Student Affiliate To become a Student member of the Institution you need: • To be registered on an approved course of study in Building Services

Engineering or related discipline • To be working towards Licentiate, Associate or Member status • To provide a Sponsor who must be your course tutor or a senior lecturer Other Certifications • Low Carbon Energy Assessor (Design) to produce Energy Performance

Certificates (EPCs) • Low Carbon Energy Assessor (Operation) to produce Display Energy

Certificates (DECs) • Air Conditioning Inspector to produce air conditioning assessments • Low Carbon Energy Assessor (Scotland) to produce EPCs in Scotland The applicant must be able to demonstrate that they meet 100% of the National Occupational Standards for the Production of Energy Performance Certificates to become an energy assessor. Level 3 candidates will be qualified to undertake EPCs on simple existing non dwellings which can be modelled using the Simplified Building Energy Model (SBEM). They will need to demonstrate that they have conducted energy assessments of existing non-dwellings with frequently occurring characteristics for which SBEM is appropriate. Level 4 candidates will be qualified to undertake energy assessments on any new or existing non dwellings which can be modelled using SBEM. Level 4 candidates will need to demonstrate that they have conducted energy assessments of new and existing non-dwellings through site visits, as well as through the examination of building plans/information. They will need to have carried out energy assessments of non-dwellings for which SBEM is appropriate.



Level 5 candidates will be qualified to undertake energy assessments on any new or existing non dwellings using appropriate approved modelling tools. In addition to the skills required for Level 4, Level 5 candidates may also need to be competent to oversee a team of specialists, though they will ultimately take responsibility for the completed energy assessment. Their work will relate to complex buildings that require assessment through Dynamic Simulation Models (DSMs).

Name Engineering Council (UK) (ECUK)

Website www.engc.org.uk

About The Engineering Council is the UK regulatory body for the engineering profession. They hold the national registers of 235,000 Chartered Engineers (CEng), Incorporated Engineers (IEng), Engineering Technicians (EngTech) and Information and Communications Technology Technicians (ICTTech). In addition, the Engineering Council sets and maintains the internationally recognised standards of professional competence and ethics that govern the award and retention of these titles. This ensures that employers, government and wider society - both in the UK and overseas - can have confidence in the knowledge, experience and commitment of registrants.

Target Members

Chartered Engineers (CEng), Incorporated Engineers (IEng), Engineering Technicians (EngTech) and Information and Communications Technology Technicians (ICTTech).

Training Not a training organisation

Accreditation Accreditation of courses This is the process of reviewing an engineering degree programme to judge whether or not it meets the defined standards set by the Engineering Council. Chartered Engineer (CEng) Chartered Engineers develop appropriate solutions to engineering problems. They may develop and apply new technologies, promote advanced designs and design methods and introduce new and more efficient production techniques, or pioneer new engineering services and management methods. Eligibility The CEng professional qualification is open to anyone who can demonstrate the required professional competences and commitment. These are set out in our professional standard, UK-SPEC, and are developed through education and working experience. Incorporated Engineer (IEng) Incorporated Engineers maintain and manage applications of current and developing technology, and may undertake engineering design, development, manufacture, construction and operation. Eligibility The IEng professional qualification is open to anyone who can demonstrate the required professional competences and commitment. These are set out in our professional standard, UK-SPEC, and are developed through education and working experience. Incorporated Engineer (IEng) Incorporated Engineers maintain and manage applications of current and developing



technology, and may undertake engineering design, development, manufacture, construction and operation. Eligibility The IEng professional qualification is open to anyone who can demonstrate the required professional competences and commitment. These are set out in our professional standard, UK-SPEC, and are developed through education and working experience.

Name European Federation of Intelligent Energy Efficiency Services (EFIEES)

Website www.efiees.eu

About EFIEES, European Federation of Intelligent Energy Efficiency Services, represents private companies (Energy Efficiency Services Companies, EESCs) providing an overall energy management service to end-users. These companies provide services operating, maintaining and managing plant and equipment on end-users’ sites, including industry, commercial offices, collective residential buildings, public premises (leisure facilities, healthcare, hospitals, etc.), and district heating networks.

Target Members

Companies represented by EFIEES are very different in type: ranging from small or family-owned enterprises, with a local scope, to subsidiaries of international groups.

Training EFIEES organises a decentralised forum each year in a European city.

Accreditation NIL

Name Energy Services & Technology Association (ESTA)

Website www.esta.org.uk

About ESTA, the Energy Services and Technology Association, is the UK’s leading Energy Management industry association. ESTA focuses on demand side energy efficiency of buildings, building services and process services. ESTA considers issues beyond pure energy consumption to those systems and processes that influence the whole life cost of a building. These include maintenance and management costs and the effectiveness of the working space in creating a better environment that can positively impact on staff output.

Target Members

ESTA has a membership of over 100 suppliers of products and services covering energy efficient monitoring, control, operation and management of buildings, building services and process services.

Training Training offered, but no information currently available.

Accreditation Nil

Name Energy Sustainability Unit at the School of Design and Environment, National University of Singapore (ESU)

Website www.esu.com.sg

About The Energy Sustainability Unit (ESU) was established in August 2004 at the School of Design and Environment, NUS through the support of the Economic and Development Board (EDB), the National Environment Agency (NEA) and the



Energy Market Authority (EMA). It is a Partner of the Economic Development Board (EDB) Locally-based Enterprise Advancement Program (LEAP) and receives a Partnership grant of $400,000 over a period of 2 years to undertake 4 programmes sponsor by EDB

Target Members Not a member based organisation.

Training EDB Locally-based Enterprise Advancement Program (LEAP) Programme A 2-year grant of S$400,000 was given by EDB to support the development of a performance measurement and verification protocol for Singapore. This serves to improve the realization of building energy saving during the implementation of energy efficiency retrofit projects. The programme also oversees the following: • Establishing a Training Curriculum and a National Certification System for

energy engineers and managers • Establishing a measurement and verification protocol on energy utilization for

use by ESCOs in Singapore • Developing and implement a National Accreditation System of Energy Services

Companies (ESCOs) • Organizing events to educate professionals, industries and financial institutions

Accreditation Energy Services Companies (ESCOs) Accreditation Scheme The accreditation is open to any company established in Singapore who wishes to be accredited in the provision of energy auditing services for Building and Industrial facilities. Scope and Coverage of Accreditation This scheme provides accreditation of energy auditing services at the following levels: a. ESCOs accredited for Level II Energy Audit Services b. ESCOs accredited for Level III Energy Audit Services Within each level, accreditation is also differentiated according to facility types at general and system level. Eligibility Criteria To qualify for accreditation, the ESCO or company must satisfy the following requirements: a) Existing ESCO (In operation for 3 or more years) Have under its full-time employment a minimum of one (1) Key Qualified Person (KQP) to carryout and/or oversee energy audit work; Have undertaken a minimum of NINE (9) energy audits works at Levels II and/or III within the immediate past THREE (3) years; and Have in place a number of relevant calibrated equipment/instruments to carry out energy audit works. b) Newly Formed ESCO (In operation for less than 3 years) Newly formed ESCO may be given provisional accreditation on a 12 monthly basis, up to a maximum period of Three (3) years, whereupon full accreditation shall be sought. Requirements: The ESCO has under its full-time employment a minimum of one (1) Key Qualified Person (KQP) to carryout and/or oversee energy audit work; Have available a number of relevant calibrated equipment/instruments to carry out



energy audit works. Detailed requirements for accreditation can be found from the Application Guidelines for the Assessment and Accreditation of Energy Services Companies (Auditing Services). The accreditation is valid for a period of Three (3) years from the date of approval.

Name European Association of Energy Services Companies (EU-ESCO)

Website www.eu-esco.org

About eu-esco is the European Association of Energy Services Companies. It was founded by eu.bac – the European Building Automation and Controls Association – that has developed building standard procedures to determine the EPC potentials. eu-esco accelerates and individualizes the communication on EPC benefits to better assist the EU member states in achieving their energy efficiency targets. With particular emphasis on the modernization of building automation in existing public buildings eu-esco contributes to the practical implementation of the European Directives on energy performance in buildings, in particular the Energy Performance of Buildings Directive (EPBD) and the End-user Energy Efficiency & Energy Services Directive (EEES).

Target Members Energy Services Companies

Training Nil

Accreditation Nil

Name Efficiency Valuation Organisation (EVO)

Website www.evo-world.org

About EVO's mission is to develop and promote the use of standardized protocols, methods and tools to quantify and manage the performance risks and benefits associated with end-use energy efficiency, renewable energy, and water efficiency business transactions

Target Members

EVO, a Non-Profit Corporation, is financially supported by voluntary contributions from generous organizational Subscribers made up of utilities, private corporations, industry associations and public bodies, as well as 70 Individual Subscribers (as of August 2009).

Training One-Day Introductory Workshop The one-day workshop introduces the basics concepts of M&V and the IPMVP. It highlights the purposes of M&V, summarizes the range of possible M&V methods, and points out the need for specific M&V design for each project. The program is designed for management, financial, regulatory and technical persons needing basic understanding of the role of M&V in supporting energy efficiency investments. Two-Day Fundamentals Workshop The two-day workshop begins with the One-Day introductory topics. It continues with details on preparing an M&V Plan, and more worked examples of the basic methods of Retrofit Isolation, Whole Facility, and Calibrated Simulation. The



program also provides an overview of the role of M&V in Emission Trading, and ample opportunity for participants to practise methods and debate issues. The program of this workshop is geared to the typical knowledge level and needs of: • performance contractors, • energy auditors wanting to expand their expertise into verification roles, • large energy users who might use performance contractors, • large energy users interested in getting a better understanding of their energy

budgets and being able to explain significant variations and fluctuations in energy use, and

• energy efficiency program designers and mangers for utilities or governments.

Accreditation Certified Measurement & Verification Professional program (CMVP) The Efficiency Valuation Organization (EVO), in cooperation with the Association of Energy Engineers, has established the Certified Measurement and Verification Professional program. EVO offers worldwide the Certified Measurement & Verification Professional (CMVP) designation. The right to use the CMVP title is granted to those who demonstrate proficiency in the M&V field by passing a 4-hour written exam and meeting the required academic and practical qualifications. EVO's certification level training is offered as preparation for the exam and as a review of basic principles for experts. Each candidate for CMVP certification must pass the four-hour written exam as well as meet one of the following criteria: Have a four-year degree from an accredited university or college in science, engineering, architecture, business, law, finance, or related field, or be a registered professional engineer (P.E.), or registered architect (R.A.). In addition, the applicant must have at least three years experience in energy or building or facility management or measurement and verification OR - Have a two-year technical degree, or four-year non-technical degree from an accredited college or university in a field not specified above with five years experience in energy or building or facility management or measurement and verification OR - Have ten years or more verified experience in energy or building or facility management or measurement and verification OR - The current status of Certified Energy Manager (CEM®) given by AEE.

Name Hong Kong Association of Energy Service Companies Limited (HAESCO)

Website www.haesco.hk

About The Hong Kong Association of Energy Service Companies Limited (Limited by guarantee) was founded in January 2008, and is a professional non-profit trade organisation with its headquarters in Hong Kong.

Target Members Organisations in the energy related business, NGO’s, and individuals

Training Occasional industry events offered.

Accreditation Nil



Name National Association of Energy Service Companies (NAESCO)

Website www.naesco.org

About The National Association of Energy Service Companies is a national trade association which has been promoting the benefits of the widespread use of energy efficiency for over 25 years. On behalf of its membership, NAESCO works to help open new markets for energy services by directly promoting the value of demand reduction to customers through seminars, workshops, training programs, publication of case studies and guidebooks, and the compilation and dissemination of aggregate industry data.

Target Members

Members include: • Energy Service Companies (ESCOs) • Energy Service Affiliates • Associate Energy Service Affiliate Members • Public Sector Members • International Members • NAESCO Accredited Companies

Training Deliver an annual conference, regional meetings and other events including webinars.

Accreditation Energy Service Company (ESCO) ESCOs develop and implement turnkey, comprehensive energy efficiency projects. ESCOs offer performance-based contracts (i.e., contracts that tie the compensation of the ESCO to the energy savings generated by the project) as a significant part of their business. To gain accreditation, ESCOs must demonstrate the technical and managerial competence to design and implement projects involving multiple technologies. ESCOs must also demonstrate the ability to provide the full range of services required for a comprehensive energy efficiency project, including: • Energy Audits • Design Engineering • Providing or Arranging Project Financing • Construction Management • Commissioning • Operations and Maintenance of Energy Efficiency Technologies • Verifying Energy Savings In earning accreditation, an ESCO has been determined to possess the following: • the technical and managerial competence to develop comprehensive energy

efficiency projects, defined to include lighting measures; efficient motors and drives; and measures involving heating, ventilation, and air conditioning systems;

• the technical and managerial competence to provide a full range of energy services, defined to include conducting energy audits; providing or arranging for project financing; design engineering; providing operations and maintenance services; and verifying energy savings according to accepted industry practice;

• and the regular business practice of developing performance-based projects, defined to mean projects for which the developer's compensation is contingent upon the projects realizing verified cost savings.

Energy Service Provider (ESP)



ESPs in most instances will offer all of the services offered by ESCOs (see above), and additionally offer energy supply options. These options can include: • Development and implementation of build/own/operate distributed generation,

cogeneration or combined heat and power (CHP) projects; • Arrangement of firm contracting of energy supply. The criteria for ESP accreditation include those for ESCO accreditation plus: • The technical and managerial competence to provide energy supply through the

development and implementation of build/own/operate distributed generation, cogeneration or combined heat and power (CHP) projects or the firm contracting energy supply.

Energy Efficiency Contractor (EEC) EECs offer some, but not all, of the services of an ESCO (see above). EECs typically concentrate on one energy efficiency measure (e.g., lighting) or one type of service (e.g., engineering or project management), but can offer multiple measures or services. EECs typically work as subcontractors to ESCOs or ESPs.

Name Royal Institution of Chartered Surveyors (RICS)

Website www.rics.org

About RICS is the world's leading professional body for qualifications and standards in land, property and construction. An independent, not-for-profit organisation, RICS acts in the public interest: setting and regulating the highest standards of competence and integrity among our members; and providing impartial, authoritative advice on key issues for business, society and governments worldwide.

Target Members

With around 100,000 qualified members and over 50,000 students and trainees in some 140 countries, RICS provides the world's leading professional qualification in land, property, construction and the associated environmental issues

Training A wide range of technical, management & leadership and business skills training is provided. Also preparation for membership/accreditation. Technical • Introduction to Sustainability & the Built Environment • Health and Safety in the Built Environment • Introduction to Inspection • Introduction to Valuation • Award in Adjudication in the Construction Industry • Certificate in Adjudication in the Construction Industry • Diploma in Adjudication in the Construction Industry • Mediation Training RICS APC Process • Understanding the Assessment of Professional Competence • Preparing for the critical analysis • Preparing for the final assessment • Becoming a Supervisor/Counsellor • Supervisor/Counsellor refresher Management & Leadership • Leadership Skills • Managing People



• Personal Development • Building Successful Teams • Introduction to Presenting • Practical Presentation Skills • Negotiation skills Business Skills • Finance Fundamentals for Property Professionals • Fundamentals of Business Planning • Conduct rules, ethics and professional practice • Data management • Managing Resources • Customer Care • Conflict Avoidance, Management and Dispute Resolution Procedures • Introduction to Corporate Finance

Accreditation RICS is the world's leading qualification when it comes to professional standards in land, property and construction. The APC (Assessment of Professional Competence) is the practical training and experience which, when combined with academic qualifications, leads to RICS membership.

Energy Efficiency in Commercial Building, Accreditation and Skills Scoping Report © Sustainability Victoria 2011 Sustainability Victoria gives no warranty regarding this publication’s accuracy, com-pleteness, currency or suitability for any particular purpose and to the extent permitted by law, does not accept any liability for loss or damages incurred as a result of reliance placed upon the content of this publication. This publication is provided on the basis that all persons accessing it undertake responsibility for assessing the relevance and accuracy of its content. Energy Efficiency in Commercial Building, Accreditation and Skills Scoping Report should be attributed to Energy Efficiency Council. Sustainability Victoria wishes to acknowledge the authors of this report, Energy Efficiency Council, in particular Rob Murray-Leach, Lisa de Kleyn and Shauna Coffey. Sustainability Victoria also acknowl-edges the valuable contribution of all members of the Reference Committee and the Stakeholder Networks. Energy Efficiency in Commercial Building, Accreditation and Skills Scoping Report is licensed under a Creative Commons Attribution-No Derivatives 3.0 Australia licence. In essence, you are free to copy and distribute the work, as long as you attribute the work, do not adapt the work and abide by the other licence terms. To view a copy of this licence, visit: http://creativecommons.org/licenses/by-nd/3.0/au/

http://creativecommons.org/licenses/by-nd/3.0/au/