Becoming certified to PAS 2030 (2017 Edition)

Your route to becoming an ECO or Green Deal Installer

The Green Deal is a government-led energy efficiency programme in the UK, which presents multiple opportunities for installer businesses to generate new work installing energy-saving home improvements.

The Energy Company Obligation (ECO) is a sister-scheme that runs alongside the Green Deal and provides subsidies for those on low incomes or living in certain areas to improve the energy efficiency of their homes.

Both schemes mean that, in almost all cases, any homeowner, landlord or tenant who wishes to upgrade their property’s energy efficiency is eligible for some form of subsidy or assistance to cover the cost of the installation.

Only Green Deal Approved installers are able to undertake Green Deal work, and in the case of ECO, most energy companies also require the measures they are funding to be installed by a PAS 2030 accredited business.

PAS 2030 Installer Accreditation

PAS 2030:2017 (entitled “Improving the energy efficiency of existing buildings“) is the standard which all Energy Company Obligation (ECO) and Green Deal Approved installers must adhere to. PAS stands for Publicly Available Specification – there are many different types covering a variety of industries.

The PAS 2030 standard is published by BSI and specifies how Green Deal Approved Installer (GDI) and Energy Efficiency Measure (EEM) installer businesses should operate, the processes they must go through for each installation they do, how they should engage with and manage their customers, and how problems, risks and issues are dealt with.

Three straightforward steps are involved in becoming PAS 2030 Accredited and being licensed as a Green Deal Approved installer. These are:

Step One – Quality Management System (QMS) and Training

Your business needs to begin operating in-line with the PAS 2030 standard, which involves having an adequate Quality Management System in place that deals with its requirements. The QMS needs to contain a written set of policies, processes and procedures (describing how your business operates) along with forms and record-keeping facilities to ensure your day-to-day work is complaint with the standard. Records must be kept for a minimum of 6 years, and for 25 years in certain cases.

Trade Engine is a dynamic Quality Management System that implements all requirements of PAS 2030, as well as many other standards. It includes full Customer Relationship Management and Project Management as well.

All our users are provided with their own dedicated mentor to train them in using our QMS, help them to deploy it within their organisation, and to assist in keeping it up-to-date on an ongoing basis. We have trained in excess of 600 Green Deal Installer businesses, from sole traders to large national firms.

Step Two – Example Project(s)

Once you have a PAS 2030 Quality Management System in place, it is necessary to complete at least one example installation of each type of energy efficiency measure you’re applying for Green Deal Accreditation for. In most cases, existing examples of your firm’s work will suffice – anything that has been performed within the last 18 months and meets current UK Building Regulations. This work will be assessed at the accreditation stage and the operative(s) who installed it will need to be present. If you have any questions regarding this, please don’t hesitate to contact us.

Step Three – Accreditation & Approval

Your Quality Management System and your example project(s) are assessed by a UKAS-accredited Certification Body. There are 19 such Bodies nationally that can assess and accredit Green Deal Installers – examples include NAPIT, NICEIC, Stroma Certification, Ocean Certification, Benchmark, BSI and BRE.

We have relationships with the majority and will work with you to identify the most suitable route to accreditation for your business, which can vary depending on the size of your organisation, geographic location and the measures you’re seeking accreditation for.

The PAS 2030 assessment is a one-day activity, whereby an independent assessor from the Certification Body you choose will visit you to assess both of the above items. It is not really a ‘pass or fail’ assessment: rather, any issues identified will be raised as observations or non-conformities (ways in which your business does not yet adhere to the relevant standards) and you will be given ample opportunity to rectify these. Your Trade Engine mentor will be able to assist you in recifying any such issues.

What does PAS 2030 cover?

The current edition, PAS 2030:2017 covers 27 individual energy efficiency measures. The standard specifies the installation processes, service requirements and process management for these measures. Measures are organised into 3 categories:

  • Building Fabric Measures (e.g., roof insulation, wall insulation, draught proofing, windows and doors)
  • Building Services Mechanical (e.g., heating and ventilation systems, controls, heat recovery)
  • Building Services Electrical (storage heaters, low-energy lighting and fan / pump drives)

Renewable technologies such as Solar PV, Solar Thermal, Biomass and Ground or Air-Source Heat Pumps are covered by the Microgeneration Certification Scheme (MCS). Installers need to be MCS certified in order to install any such measures under a Green Deal Plan or if the customers of those installs are to access the Renewable Heat Incentive (RHI). Renewables installers do not need to be accredited to PAS 2030 if they do not install any of the 26 measures it covers.

PAS 2030:2017 covers the above measures in a series of Annexes, labelled B1-12, C1-11 and to D1-3. Each annex relates to an individual energy efficiency measure. Similarly, MCS covers seven renewable energy technologies, each having its own standard, labelled MIS3001 through to MIS3007. We invite you to contact us to help you determine which annexes and technologies apply to your business.

Each PAS 2030 Annex and MIS Standard details how an installation of such a measure should be performed. This includes conducting a survey, production of the necessary Risk Assessments, Design Specifications and Method Statements, creation of any paperwork (e.g., quotations and contracts) that needs to be provided to the customer before the installation, and the competences of any Surveyors or Installers that are required to undertake such work. Items that need to be handed over to the customer at project completion are also covered, and in most cases a suitable Certificate or Declaration of Conformity must be issued.

Trade Engine contains full processes for both PAS 2030 and MCS within its Project Management System. These guide the installer through the installation process and generate all the necessary documents and certifcates for the install in question.