Green Deal Provider Guidance

This section provides guidance on the processes for becoming an authorised Green Deal Provider and the necessary steps required to issue a Green Deal Plan once fully authorised.

Please note that the guidance provided here is currently under review. If you have any questions please contact the Green Deal ORB Helpdesk.

Application and Authorisation Guidance

Guidance on the authorisation process is available in Become a Green Deal Provider section of this website.

Provider Guidance Document

This Guidance is intended to provide additional information for Green Deal Providers on the requirements of operating in the Green Deal market. It is not a comprehensive handbook to the market but instead gives guidance on the underlying regulatory framework, in particular the requirements in developing a Green Deal Plan and the monitoring and sanctions processes. It should be read in conjunction with Part 1, Chapter 1 of the Energy Act 2011, the Green Deal Framework Regulations (Disclosure, Acknowledgement, Redress etc.) Regulations 2012, and the Green Deal Code of Practice.

Please note – changes to the Green Deal (April 2014)

Since the publication of this guidance some aspects of the Green Deal have changed. Sections in the guidance relating to Cashback, ECO, and consumer credit regulation are now out of date. DECC is currently in the process of updating the guidance and we will make the latest version of it available as soon as possible. In the meantime, Green Deal Providers will need to ensure that they are aware of these changes. More information is available by following the below links:

Cashback and ECO: DECC will make an announcement about new incentives at the end of April.

Consumer credit regulation transferred from the Office of Fair Trading to the Financial Conduct Authority at the beginning of April 2014 – this is an important change for Green Deal Providers to be aware of, and companies wishing to continue to carry out consumer credit activities after 1 April 2014 must register for interim permission. Details can also be found in the Become a Green Deal Provider section of this website.

The Provider Guidance document is available for download from the right hand side of this page (Green Deal Provider Guidance).

Becoming an Active Green Deal Provider

Once an organisation has been authorised to act as a Green Deal Provider, the following steps must be completed before a Green Deal Plan can be issued. When your application has been approved you will then:

A complete Provider’s guide to the post-authorisations steps is available for download from the right hand side of this page (Becoming an Active Green Deal Provider).

Green Deal Providers Walkthrough Guide

This walkthrough guide is designed to provide a simplified overview of the process a Green Deal Provider can go through to create a Green Deal Plan and is available for download from the right hand side of this page (Green Deal Providers Walkthrough Guide).

EPC Register Guidance and Green Deal Plan Tool User Guide

We have issued guidance to help Green Deal Providers once they have been authorised. Guidance documents are available for download on the right hand side of the page:

  • Green Deal Northgate Registration guide
  • Green Deal Provider Organisations Guide
  • Green Deal Provider Users Guide
  • Green Deal Provider Scottish EPC Guidance Document
  • Green Deal Plan User Guide

Monthly Reporting Requirements

As outlined in Section 2 of the Green Deal Framework Regulations 2012, Green Deal Providers are required to report information on their activities to the GD ORB on a monthly basis. The GD ORB collects the information as part of its monitoring activities and to inform the Secretary of State.

Please find in the ‘Downloads’ secton on the right, the monthly reporting instructions for Green Deal Providers (ORB Reporting Instructions for Green Deal Providers). The reporting templates and a list of reporting codes will be forwarded to new Providers as they become authorised.