Making an Information Disclosure

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    Guidance for CRC:

    Making an

    Information Disclosure

    1 of 34

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    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

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    Using this document

    This document is part of a series of guides designed to help you comply with the requirements of the

    CRC Energy Efciency Scheme.

    This guide is aimed at private and public sector organisations who have read Am I In? A guide to

    qualication and organisational structure and have decided that they need to make an information

    disclosure to comply with their obligations under the Scheme.

    This guidance is based upon the CRC Order laid before parliament in February 2010. You should make

    sure that you are using the most recent version of our Guidance and contact our helpdesk at

    [email protected] seek independent legal advice if you have any questions

    regarding the requirements in the nal legislation.

    Although reference is made to legislative obligations, following this series of Guidance is not in itself

    obligatory. However if you do follow it, subject to any revisions in updated Guidance, you will normally

    be doing enough to help your organisation meet its legal obligations in relation to the obligations of the

    Scheme that are covered by the particular guides.

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

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    About making aninformation disclosure

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

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    About making an information disclosure

    This guide should be used by any organisation

    that has assessed its qualication status and

    has decided that it has to make an information

    disclosure under the CRC scheme. It sets out:

    the information you have to provide in making

    your disclosure;

    how and when to make your disclosure; and

    what happens if you dont comply.

    What information must my organisation provide

    to make its disclosure?

    The information that you will be asked to provide

    to make your disclosure can be divided into the

    following areas:

    (a) Information about your organisation

    (b) Contact details for individuals within

    your organisation

    (c) Meter and electricity information

    Further detail is given later in this section.

    Who should make the disclosure?

    Qualication for CRC must be assessed on

    the basis of the qualifying electricity supply to

    the whole organisation or, if you are part of a

    group of undertakings, for the group as a whole.

    Undertakings or public bodies that have a metersettled on the half hourly market but that are

    not required to register as a participant should

    make their information disclosure independently;

    however, if you are part of a group of undertakings

    or public bodies we encourage you to make your

    information disclosure as a group on behalf of

    your group members, to reduce the administrative

    burden. Where this guidance refers

    Does my organisation need to make aninformation disclosure?

    You should already have read Am I in? A Guide to

    Qualication and Organisational Structure to nd

    out if your organisation needs to take any action

    to comply with CRC.

    If your organisation had at least one half hourly

    electricity meter (HHM) settled on the half hourly

    market in the qualication year 2008, but your

    total qualifying electricity supplies through all

    HHMs (i.e. both settled and non-settled supply

    and dynamic supply) was less than 6,000 MWh,

    you must make an information disclosure

    under CRC.

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

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    About making an information disclosure

    to organisation please treat this as a reference to

    undertaking, public body and group also.

    How and when do I make my disclosure?

    You will need to make your information disclosure

    via the CRC on-line Registry (a web site that we are

    using to collect information for the CRC), between

    1 April and 30 September 2010.

    How long will it take to make my disclosure?Provided you have collected the information

    you need beforehand, completing your on-line

    registration should only take approximately

    30 minutes.

    How much does it cost to make an

    information disclosure?

    There is no fee for making an information

    disclosure.

    What happens if we do not provide

    the information?

    An undertaking or public body may be ned if it has

    to make an information disclosure, but doesnt do

    it by 30 September 2010, or if its list of meters is

    incomplete. There is a ne of 500 for each settled

    half hourly meterfor which you are responsible and

    have not disclosed.

    Why does government require our organisation to

    make an information disclosure?

    The information you disclose helps the Government

    understand more about energy use and ensures

    that all HHMs settled on the half hourly market

    have been accounted for.

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

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    Information you will needto make your disclosure

    About making aninformation disclosure

    What happens now?

    Using the on-line CRC registry

    Information you will need

    to make your disclosure

    Contact details for individuals

    within your organisation

    Information about your organisation

    Meter and electricity

    supply information

    Annexes

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    Information you will need

    to make your disclosure

    This section explains the information you will

    need to collate in order to complete the on-line

    information disclosure process.

    Information about your organisation

    Each organisation making a disclosure should provide

    the following information:

    Registered companies: registered company

    number or registered name. The system will providethe registered address and standard industrial

    classication for economic activities (or SIC code)

    if you have one.

    Other organisations: : if you are representing an

    organisation that is not a registered company,

    please provide its name and main place of business

    or headquarters.

    Organisation type: whether your organisation is a

    company, public body, organisation of individuals.

    Location: please provide the country within

    which your organisation is located or, if you are

    representing a company group, within which your

    parent company is located (England/Wales, Scotland

    or Northern Ireland). If you are representing a

    public body please provide the country within which

    your organisations headquarters is based.

    Overseas ownership: if your highest UK parent

    has an ultimate parent based overseas, you

    will need to provide the name of the worldwide

    parent organisation and its registered address

    or headquarters. If you are an overseas company

    with no UK subsidiary you will need to contact us.

    Contact details for individuals withinyour organisation

    You must nominate three individuals to take

    responsibility for your information disclosure.

    You must also provide contact details for them.

    These three individuals should be:

    Senior ofcer contact. You will need to nominate,

    and disclose the name of, a director or a person

    of equivalent status to act for your organisation.

    Any nes and statutory notices will generally

    be served on this individual. The nominee must

    be someone senior enough to act on behalfof the organisation i.e. someone exercising

    management control. It cannot be a third party.

    - For a registered company this would be

    a director.

    - For a public body or other type of

    organisation it would be a director or person

    of equivalent seniority.

    Information about your organisation

    Contact details for individuals

    within your organisation

    About making aninformation disclosure

    What happens now?

    Using the on-line CRC registry

    Information you will need

    to make your disclosure

    Meter and electricity

    supply information

    Annexes

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    Information you will need

    to make your disclosure

    Primary and secondary contacts. You will need

    to nominate, and disclose the name of, two

    individuals to be primary and secondary contacts.

    They will be responsible for any administration

    in relation to the CRC. We will contact these

    individuals from time to time if there are actions

    you need to take. This role could suit someone

    who is responsible for energy management or

    environmental compliance. The primary and

    secondary contacts must be different people.

    One of these contacts may also be the senior

    ofcer contact.

    For each contact you must provide the following

    information: name, job title, organisation name and

    address, e-mail address, phone number (and also

    mobile number, if applicable).

    Meter and electricity supply information

    Follow the steps below in order to collate themeter and electricity supply information you will

    need to disclose.

    Step A: collate meter informationRecord a list of all the half hourly electricity

    supplies you were responsible for during the

    qualication period:

    If you are choosing to make a disclosure as a

    group then take the group structure of your

    organisation as the one in place at the end

    of the qualication period (i.e. for Phase 1 on

    31 December 2008). For further information

    on dening your CRC organisation see theaccompanying guidance document Am I in?

    A guide to qualication and organisation

    structure: Section 2: Detailed guidance for the

    public sector page 19 or Section 3: Detailed

    guidance for the private sector page 31.

    Include all the electricity supplies measured by

    any half hourly meter (HHM) received by your

    organisation in 2008.

    Important:Keep a record of all the information

    sources that you use to complete the steps

    below and keep the information sources

    themselves. We may ask you to present them in

    the future and you may need to refer to

    them again.

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Information about your organisation

    About making aninformation disclosure

    Annexes

    Contact details for individuals

    within your organisation

    Meter and electricity

    supply information

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    Information you will need

    to make your disclosure

    This includes all remotely read automatic meter

    reading (AMR) meters, as well as the settled HHM

    types listed in Annex 3: Meters and metering

    page 32 of this guidance document.

    To understand which electricity supplies your

    organisation was responsible for, you must

    account for supplies for which you:

    had a contract with a supplier to purchase

    electricity; and

    received the supply via a metering device

    that measures electricity supply for charging

    purposes meter; and

    paid for

    For further information on determining the

    supplies for which you are responsible see

    Annex 1: Denition of supply page 25 of this

    guidance document.

    Remember: Include all electricity supplies

    you were responsible for during the

    qualication period.

    You do not need to include any new meters that

    you have acquired since the qualication period.

    You should not remove from your list any meters

    that you were not responsible for after the end of

    the qualication period

    Make a note of the meter details for each supply

    (i.e. whether it is settled on the half hourly market

    and, where relevant, the MPAN (Meter Point

    Administration Number) or MPRN in Northern

    Ireland (Meter Point Reference Number) Please

    refer to Annex 3 - Meters and metering page

    32 of this guidance document which denes

    the different meter types for the purpose of

    determining whether you qualify for CRC.

    The list of both settled and non-settled meters you

    have collected will be useful to collate your energy

    data. You will also need to submit the list of MPANs

    to the on-line registry (see below).

    Step B: collate the volume of electricity for

    each of your half hourly supplies during the

    qualication period

    Collate information about how much electricity was

    supplied during the qualication period for each ofthe settled and non-settled meters in the list from

    Step A. To do this you can use:

    the meter and electricity consumption data that

    we sent to your settled HHM billing address(es)

    during 2009

    data from the relevant electricity supplier

    electricity bills

    meter readings

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Information about your organisation

    Contact details for individuals

    within your organisation

    About making aninformation disclosure

    Annexes

    Meter and electricity

    supply information

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    Information you will need

    to make your disclosure

    Record the volume of electricity supplied during

    the qualication period for each supply in the

    list from Step A and retain the information you

    used as evidence. You will need to enter this

    gure into the CRC Registry when you make your

    information disclosure.

    Step C - Uses of energy that you do not need to

    count (excluded use)

    Not all energy use is included in CRC. Supplies forsome uses are outside the scope of the scheme

    therefore you need to identify them. Remember

    that, for the purposes of making an information

    disclosure, you need to declare half hourly and

    dynamic electricity supply only.

    Uses that you do not need to count are:

    supply for the purposes of domestic

    accommodation

    supply for the purposes of transport

    energy that is supplied to you but that your

    organisation does not consume at all for its

    own use. The exception to this is where a

    landlord organisation is supplied with energy

    but that energy is partly or entirely consumed

    by its tenants. In this case, the landlord is still

    responsible for the supply

    electricity used for the purposes of distribution,

    generation or transmission by an organisation

    that has a licence for such activities under the

    Electricity Act 1989

    Street lighting in Northern Ireland

    The above list refers to half hourly electricity

    supply only. Please refer to the following

    references for further information:

    Annex 1 - Denition of supply page 25 of this

    guidance document.

    This explains the rules for determining

    responsibility for supply, including landlord/tenant

    situations.

    Annex 2: Electricity you should not account for

    - page 27 of this guidance document. Explains

    which uses of energy are excluded from CRC.

    We have also produced a separate guidance noteSupply rules which provides further detail.

    What happens next:

    You should record the amount of energy that you

    were supplied with during 2008 that you do not

    need to count under CRC (that is, your excluded

    use that you calculated in Step C).

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Information about your organisation

    Contact details for individuals

    within your organisation

    About making aninformation disclosure

    Annexes

    Meter and electricity

    supply information

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    Information you will need

    to make your disclosure

    You should then subtract this gure from the total

    amount you calculated under step B.

    You must retain the information you used

    as evidence.

    If you do not have any excluded supplies,

    the amount calculated for Step B is your

    total qualifying HHM electricity supply in the

    qualication period.

    If you have excluded supplies, you need to

    deduct these (step C) from your total during the

    qualication period (step B) to calculate your total

    qualifying electricity supply.

    Step D: check the meter and electricity supplyinformation you need to provide

    The information you need to disclose depends

    on your total HHM electricity supplies during

    the qualication period (i.e. the results of the

    calculation in Steps A to C).

    I. If your HHM electricity supplies were at least

    6,000 MWh HHM electricity in the qualication

    period, you must participate in the CRC. (Step B

    minus Step C) You must therefore register as aparticipant and should refer to the accompanying

    guidance document Registering as a CRC

    Participant. This guidance document Making an

    Information Disclosure does not apply to you.

    Checklist

    If you have completed Steps A to C you should

    now have:

    - a list of the half hourly electricity supplies

    for which you were responsible during the

    qualication period (Step A)

    - details of the meters for each of those supplies,

    including the MPAN for settled HHM (Step A)

    - a calculation of your total HHM electricity

    supplies during the qualication period which

    count towards CRC (Step B)

    - a record of all of the information you used tocompile and calculate each of these points

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Information about your organisation

    Contact details for individuals

    within your organisation

    About making aninformation disclosure

    Annexes

    Meter and electricity

    supply information

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    Information you will need

    to make your disclosure

    II. If your total HHM electricity supplies were at

    least 3,000 MWh but less than 6,000MWh HHM

    electricity in the qualication period, you must:

    make an information disclosure which must

    include:

    - the information listed in sections (a) and (b) of

    this document

    - list of all your settled HHMs by providing the

    MPAN for each (from Step A)

    - your total HHM electricity supply during the

    qualication period (from Steps B to C)

    III.If your total HHM electricity supplies were

    less than 3,000 MWh in the qualication period,

    you must:

    make an information disclosure which includes:

    - the information listed in sections (a) and (b) on

    page four of this document

    - list of all your settled HHMs by providing the

    MPAN for each (from Step A).

    Important:We intend to carry out audits on

    the structures of those organisations that have

    made an information disclosure. We may impose

    nes where an information disclosure is not

    made on time or is incomplete. Please see our

    accompanying guidance document

    Am I in? A Guide to Qualication and

    Organisational Structure,for advice on dening

    organisation structures.

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Information about your organisation

    Contact details for individuals

    within your organisation

    About making aninformation disclosure

    Annexes

    Meter and electricity

    supply information

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    Using the on-line CRCRegistry

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Making an information

    disclosure on-line

    Preparing to use the registry

    Annexes

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    Using the on-line CRC registry

    Organisations that need to make an information

    disclosure must do so via the on-line CRC Registry.

    This section explains how to get ready to use

    the registry, then how to make an information

    disclosure via the on-line CRC registry.

    Preparing to use the registry

    What security arrangements are in place?

    To prevent any unauthorised access to theinformation that you give us, access to the CRC

    on-line registration system will be underpinned

    by the Government Gateway (GGW) security

    arrangements. Your organisation may already

    be registered on it e.g. to make use of Electronic

    VAT Returns, Employer Direct Online and PAYE

    Online for Employers. For more information on the

    Government Gateway, please visit

    www.gateway.gov.uk

    How do I log in? When you log on to the CRC

    system for the rst time, it will create a

    username and password. If you are already

    registered with the GGW you can use your existing

    registration details.

    Do I have to complete my information disclosure in

    one go? No, you will be able to save and exit the

    CRC system at any time during your information

    disclosure and then return at a later time.

    Who needs to complete my information disclosure?

    You may give access to anyone (either within

    your organisation or a third party) to ll in the

    information. However, the contact details provided

    must relate to one of the three individuals

    described in Section 2: Information you will need

    to make your disclosure - (b) Contact details forindividuals within your organisation page 7 of this

    guidance document.

    What is my registration number? This is a unique

    serial number that identies your organisation

    in the on-line registry. The system will allocate

    this to you automatically when you make your

    information disclosure.

    What happens now?

    Making an information

    disclosure on-line

    Using the on-line CRC registry

    Annexes

    Information you will need

    to make your disclosure

    About making aninformation disclosure

    Preparing to use the registry

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    Using the on-line CRC registry

    Making an information disclosure on-line

    You must make your information disclosure using

    the CRC on-line information disclosure form. It

    leads you through the process of submitting your

    information disclosure.

    1. Choose registration type

    You will be asked to indicate which type of

    registration you are making. If you had at least

    one settled half hourly electricity meter in 2008

    and your electricity supply through all half hourly

    meters was less that 6,000MWh during that year,

    after having deducted any excluded use, you should

    select make an information disclosure.

    2. Please provide details of your organisation,

    or the highest UK parent organisation if you are

    part of a group

    The rst few screens ask for information

    described below.

    Organisation type and address

    Please tell us the type or organisation from the

    following: company,public bodyor organisation

    of individuals.

    Enter the name of the organisation, or the highest

    parent if you are a group.

    Company

    The system has a company address look-up facility

    based on data held at Companies House. This will

    bring back a list of options if you type in part of

    your company name or registered number

    Public body

    If you are a public body you should dene the

    type of body further by selecting from the

    options presented:

    The system will lead you through the registration

    requirements. We have included screen shots

    below where we believe it will help you tounderstand what is required and how to enter the

    information. You can save and exit at any time.

    The screen shots shown on the following pages

    are taken from the test version of the CRC

    Registry prior to the live version having been

    fully completed. The screens may look slightly

    different when you come to register.

    What happens now?

    Preparing to use the registry

    Using the on-line CRC registry

    Annexes

    Information you will need

    to make your disclosure

    About making aninformation disclosure

    Making an information

    disclosure on-line

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    Using the on-line CRC registry

    You can enter part of the name of the organisationand then identify the correct option from theinformation shown on the system. If yourorganisation is not listed in the system, pleaseenter the organisation name and it will be added tothe database.

    Organisation of individualsPlease select the closest match from the dropdown list:

    You should enter the full name of the organisationand its main business address.

    Country where UK registered ofce is locatedPlease select from the drop down box (England/Wales, Scotland, N Ireland). If you do not have aregistered ofce, please use your main place ofbusiness or main ofce.

    SIC (Standard Industrial Classication foreconomic activities) codeIf you are registering as a company, the system willinsert this data for you. If you are registering as anyother type of organisation, this does not apply.

    Overseas organisation detailsPlease indicate whether your organisation is asubsidiary of an overseas parent. If yes pleaseprovide the name and address. This should be the

    highest worldwide parent.

    3. Primary and secondary contacts

    Please enter contact details for your primary

    and secondary contacts. They must be different

    individuals, but they can be the same as the senior

    ofcer contact.

    We will communicate with these contacts via the

    e-mail addresses that you provide.

    4. Senior ofcer (Person exercising

    management control)

    You should enter the details of a director or senior

    ofcer of the organisation, or parent organisation if

    you are part of a group.

    5. Enter information about individual half hourly

    electricity meters

    You will be asked to enter the list of settled half

    hourly meters that you were responsible for during

    the qualication year into the following screen(the list you have collated for Step A above). You do

    this by providing the MPAN/MPRNfor each meter.

    In Northern Ireland the equivalent number is an

    MPRN. Where we refer to MPAN, please treat this

    as a reference to MPRNs also.

    You will see the following screen:

    What happens now?

    Preparing to use the registry

    Using the on-line CRC registry

    Annexes

    Information you will need

    to make your disclosure

    About making aninformation disclosure

    Making an information

    disclosure on-line

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    Using the on-line CRC registry

    You will see the following screen:

    The system gives you the option to enter the

    settled half hourly meter information in two ways:

    (1). You can type the MPAN/MPRNnumbers directly

    into the system using the meter registration

    number eld towards the top of the screen.

    As you enter the meter numbers onto the system,

    they will appear in a list in the middle of the

    screen. An error message may be displayed under

    the circumstances described below (see Check

    settled half hourly electricity meter data).

    (2). You can also upload a text le containing alist of all of the MPANs. To do this, use the

    browse button at the bottom right hand side

    of the screen to nd the le you want to upload

    and click import le The next step provides

    further detail on this.

    Once you have nished your list, click on the button

    at the bottom of the screen marked Next.

    What happens now?

    Preparing to use the registry

    Using the on-line CRC registry

    Annexes

    Information you will need

    to make your disclosure

    About making aninformation disclosure

    Making an information

    disclosure on-line

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    Using the on-line CRC registry

    What do I do if I have an Excel spreadsheet le

    rather than a text le? Excel les can be converted

    into text by selecting File then Save As and

    choosing the *.txt le option from the Save as

    type drop down box.

    What do I do if I have more than one list of MPANs?

    If you have a number of lists covering your

    organisation, you will be able to upload each list

    separately. You do not need to combine thelists beforehand.

    Check settled half hourly electricity meter data

    The system will check each MPAN against our

    master list of all HHMs and play back the numbers

    that you have entered.

    The system will then produce a warning message

    against any meter numbers where there seems to

    be a problem, i.e. meter numbers that:

    do not appear on our master list

    someone else has already claimed

    are not in the correct number format

    The screen that will display any errors is shown

    below. If the screen shows that warnings have

    been issued, you should select review warnings.

    You should check that you have entered your meter

    numbers correctly and edit accordingly. If there

    are errors in an uploaded le you can correct these

    outside of the system and upload your le(s) again

    if you wish.

    Once you have nished your corrections, click on

    the button at the bottom of the screen markedNext.

    If you think that your list does not contain any

    errors, even though warnings have been issued,

    you should click on next. The Registry will accept

    your input and you can continue with registration.

    What happens now?

    Preparing to use the registry

    Using the on-line CRC registry

    Annexes

    Information you will need

    to make your disclosure

    About making aninformation disclosure

    Making an information

    disclosure on-line

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    Using the on-line CRC registry

    We will investigate any unresolved errors and may

    ask the primary contact for further information in

    due course. This will not prevent you being able to

    submit your information disclosure

    6. Enter qualifying HHM electricity supply data

    during qualication year

    On the next screen you will be asked to record

    information about your total HHM electricity

    supply during the qualication period. This is thecalculation set out in Step B above; it includes

    electricity from all types of HHM (not just settled

    HHM). The gure that you enter must include your

    excluded supplies, that is, you must not deduct the

    gure that you calculated in Step C. The excluded

    supplies will not play a part in determining

    whether you qualify as a participant or need

    to make an information disclosure but you do need

    to account for them

    The screen below explains the information you are

    required to enter.

    If your total HHM electricity supplies were less

    than 3,000 MWh in the qualication period

    (organisation type III in Step D above), tick Yes

    in response to the rst question; otherwise

    tick No.

    If you ticked Yes, then you will not be asked to

    report a value for that supply.

    If you ticked No (organisation type I or II in Step

    D above), enter the value for your total HHM

    electricity supplies in the qualication period.

    There are then two statements relating to excluded

    use (below). You should tick the appropriate radio

    button if either of these apply, otherwise click on

    next When I remove excluded supplies from

    my qualication amount this results in my

    qualication falling below 6000MWh.

    I have no supplies for excluded uses.

    What happens now?

    Preparing to use the registry

    Using the on-line CRC registry

    Annexes

    Information you will need

    to make your disclosure

    About making aninformation disclosure

    Making an information

    disclosure on-line

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    Using the on-line CRC registry

    Once you have nished your entry, click on the

    button at the bottom of the screen marked Next.

    7. Summary of data entered and information

    disclosure submission

    The system will now display the data you have

    entered and you may edit or add to any of the data.

    Once you are satised, please click on Submit.

    Your disclosure is now complete. The system will

    allow you to download a summary of the data that

    you have entered.

    You have now met the requirement to make aninformation disclosure.

    What happens now?

    Preparing to use the registry

    Using the on-line CRC registry

    Annexes

    Information you will need

    to make your disclosure

    About making aninformation disclosure

    Making an information

    disclosure on-line

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    What happens now?About making aninformation disclosureInformation you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    Re-assessment o qualifcation or

    the next phase o CRC

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    What happens now?

    As you have made an information disclosure and

    are not required to register as aparticipant, you

    do not need to collect and report any future supply

    data, or to purchase allowances.

    We may, however, need to contact you from time

    to time and you must also contact us under certain

    circumstances as described below:

    Requests for further information:

    We may contact the primary or secondary contactfor further information if we have any queries

    about your meter numbers or your HHM

    supply gure.

    Notifying us of changes to organisation structure:

    You should let us know if your organisation takes

    over another organisation that is registered

    as a CRC participant or is a signicant group

    undertaking of a participant organisation because

    you will need to register as a participant. You can

    do this by emailing us [email protected]

    Re-assessment of qualication forthe next phase of CRC:

    CRC runs in phases, each of which will be

    preceded by a qualication year. Each organisation

    which has at least one settled half hourly electricity

    meter during a qualication year will need to

    re-assess its qualication status for the next

    phase based on their electricity supply during the

    qualication period.

    The introductory phase lasts for three years and

    will run from 1 April 2010 until 31 March 2013.

    As noted above, the qualication year for this

    phase was the calendar year 2008.

    The next phase (phase 2) of CRC starts on 1 April

    2011 and will run for seven years. The qualication

    year for phase 2 is the nancial year 2010/11.

    What happens now?

    Annexes

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    Re-assessment o qualifcation or

    the next phase o CRC

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    What happens now?

    Qualication letters: We will be sending out

    letters detailing re-assessment of qualication

    and meter information for the period 2010/11.

    These letters will be sent to primary and

    secondary contacts during the summer of 2011.

    You should re-assess the supply for which your

    organisation is responsible and your supply

    during the qualication period.

    Even If your qualication status does not

    change, you must re-register and conrm your

    information disclosure.

    The CRC system will present you with a partly

    completed form for you to re-afrm your details.

    We will send out a full explanation with the

    qualication letter in 2011.

    How can I get help?

    If you have any queries relating to your energy

    supply or your meters you should contact your

    energy supplier.

    The on-line registry contains guidance to help

    you understand what you need to do, but if you

    have any questions, please contact the helpdesk

    at [email protected],quoting

    your registration number.

    What happens now?

    Annexes

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    Re-assessment o qualifcation or

    thr next phase o CRC

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    AnnexesAbout making aninformation disclosureInformation you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    2 - Electricity you should not

    account for

    3 - Meters and metering

    1 - Denition of supply

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    Annexes

    Annex 1 - Denition of supply

    Organisations must work out if they are

    responsible for a half hourly electricity supply

    for the purposes of CRC qualication, following

    the criteria set out below.

    Supply

    In CRC an organisation receives a supply when

    it has an agreement with another organisationfor the supply of energy. For the purposes of

    qualication for CRC this is half hourly electricity.

    On the basis of the agreement the customer

    receives the supply of electricity via a metering

    device that measures electricity supply for

    charging purposes half hourly and pays for the

    quantity received.

    The supplier can be either a licensed or an

    exempt supplier or any other third partyorganisation. In this way, if you buy energy through

    a third party provider, a broker or as part of a

    facilities management company you will retain

    responsibility for emissions of the electricity you

    have been supplied with.

    For example, where Organisation A buys

    electricity from an authorised licensed supplier,

    this electricity counts as a supply to A.

    Responsibility for this supply in CRC rests with

    A. Alternatively, Organisation A may be buying its

    electricity from a facilities management company.

    Even if it is the facilities management company,

    and not A, which has the contract with the

    authorised licensed supplier, A will be responsible

    for that supply of electricity in CRC. This is because

    the facilities management company buys energy

    not for its own use, and the energy is in fact used

    by organisation A. This applies whether the supply

    is delivered to A by the facilities management

    company or a third party supplier. There are four

    key points for assessing supply. The answer to all

    the following questions must be yes for the supply

    in question to count as supply under CRC:

    1. Is there agreement between two parties that one

    will supply electricity to the other and that the

    recipient party shall pay the supplying party?

    2. Does the recipient party receive a supply further

    to that agreement?

    3. Is the electricity supplied via a metering device

    that measures electricity supply for charging

    purposes or is it a dynamic supply?

    4. A supply of electricity or gas is made at the time

    it is received.

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    AnnexesAnnexes

    2 - Electricity you should not

    account for

    3 - Meters and metering

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    Landlord/tenant arrangements

    Where a landlord receives an electricity supply that

    is dened as CRC qualifying supplies and provides

    some or all this supply to the tenants, the landlord

    remains responsible for that energy use under CRC.

    Therefore:

    If you are a tenant and were responsible for the

    supply of electricity in 2008 you, or your parent

    organisation, will be responsible for the supplywhen dening qualication for CRC.

    If your landlord was responsible for the supply

    in 2008 it, or its parent organisation, must

    include that in the consideration of whether it

    meets that qualifying criteria for CRC or not.

    A landlord organisation can acquire a directed

    utility status under the Climate Change Levy

    regime (pursuant to the Finance Act 2000) for

    the purpose of collecting the levy on behalfof its tenants. However, you should note that

    this has no relevance for the purposes of

    CRC. These organisations will be treated as

    landlord organisations.

    Facilities management and third party supply

    If your organisation is supplied with electricity via

    a facilities management company or any other

    third party supplier that is not your landlord (where

    relevant), you are responsible for the supply of

    energy you receive. Even though it is the third party

    organisation that receives the electricity supply

    from the energy supplier, in CRC you receive and

    are responsible for the supply of electricity from

    your provider.

    Likewise if your organisation operates a facilities

    management company or any other third party

    supply contract (not in a landlord capacity) then you

    are not responsible for the electricity that you do

    not use yourself. This is classied as unconsumed

    supply in the CRC.

    Annexes

    2 - Electricity you should not

    account for

    3 - Meters and metering

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    1 - Denition of supply

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    Annex 2 - Electricity you should notaccount for

    If, as a result of deducting electricity supplies,

    your qualifying supply is below 6000MWh you do

    not need to register as aparticipant. In this case

    you must make an information disclosure. These

    subtractions apply for the whole of the phase.

    Exclusion of domestic energy-use

    Energy that is supplied for the purposes of

    domestic accommodation is not included in CRC

    unless it is provided in relation to any of theactivities described in the Table below.

    This supply should be deducted when you calculate

    your total half hourly supply for the purposes of

    determining if you qualify for CRC.

    The following are examples of domestic

    accommodation which is not included in CRC:

    private owner occupied housing, accommodation

    provided on caravan/camp sites, accommodation

    provided on travellers sites, emergency temporaryaccommodation, rented/social housing (most forms).

    However, energy-use provided for accommodation

    for the following purposes is included in

    CRC and you must take this use into account

    when determining your half hourly qualifying

    electricity supply. Please see Table 1 Domestic

    accommodation included in CRC.

    There are some instances where you will notneed to account for electricity supplied toyou. These are:

    supply for the purposes of

    domestic accommodation

    supply for the purposes oftransport

    energy that is supplied to you but that your

    organisation does not consume at all for

    its own use. The exception to this is where

    a landlord organisation is supplied with

    energy but that energy is partly or entirely

    consumed by its tenants. In this case, the

    landlord is still responsible for the supply

    electricity used for the purposes of

    distribution, generation or transmission

    by an organisation that has a licence or

    is exempt from the requirement to hold

    a licence, for such activities under the

    Electricity Act 1989

    Street lighting in Northern Ireland in

    Phase 1 only

    Annexes

    3 - Meters and metering

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    2 - Electricity you should not

    account for

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    Mixed use buildings

    If you operate within a mixed use building, the

    electricity supplied for domestic accommodation

    within this building should be calculated and

    removed from your total half hourly supplies when

    determining qualication. This can be done usinga sub-meter or by using estimation/approximation

    techniques as described below.

    Where there is no sub-meter in the building, you

    should determine the split between electricity

    supplies which are to be included in CRC and that

    which is to be excluded by calculating on the basis

    of an estimate of your electricity supplies through

    half hourly meters.

    The appropriate technique for this estimate is a

    pro rata comparison. You should use actual meter

    readings for a period to derive a daily supply rate

    for the building and then gather evidence of all

    units and appliances that are supplied by energy for

    CRC (i.e. non-domestic) purposes. This evidence

    should be used to arrive at an estimate of qualifying

    electricity supplies. This evidence should be

    retained in your Evidence pack in case we ask for it.

    The half hourly energy supplies which are used

    in their entirety for domestic use should always

    be removed - ie there is no option to include if it

    cannot be measured. There is discretion however

    where there are communal areas in mixed use

    buildings (please refer to the section below) which

    provides further information. This use can be

    included if the organisation so wishes.

    Is the property used solely fordomestic purposes?

    YesNo

    Is the domestic accomodation provided for the

    purposes of education, employment, religion,

    recreation or care services?

    YesNo

    Is the energy consumption

    associated with domestic use, sub-metered?

    YesNo

    The energy

    consumption should

    be included in CRC.Examples include

    university halls of

    residence, police

    section houses,monasteries, hotels

    and residential

    care homes

    The energy

    consumption

    should be excludedfrom CRC

    The energy

    consumptionassociated with

    domestic use

    should be excluded

    You will need to use

    estimation techniques

    to account for your

    domestic energyconsumption. This

    should be excluded

    from CRC.

    Figure 16: Summary for mixed use buildings

    ActivityExamples of specic useincluded in CRC

    Education University halls of residence,boarding schools

    Employment Police section houses,nurses accommodation

    Service Monasteries, nunneries and othersimilar religious establishments

    Recreation Hotels, hostels and bed

    and breakfastsCare services Hospitals, care homes, care

    homes with nursing homes andrehabilitation centres

    Table 1: Domestic accommodation included in CRC

    Annexes

    3 - Meters and metering

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    2 - Electricity you should not

    account for

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    Communal areas

    Energy supplied for communal areas of a property

    solely used for domestic accommodation is

    excluded from CRC.

    It is up to you and other organisations sharing

    communal areas in mixed use buildings whether

    or not you treat them as part of the domestic

    accommodation. You can either:

    treat them as part of the domesticaccommodation and so remove the energy

    supplies used for communal areas when you are

    calculating your qualifying electricity (default

    position); or

    to avoid the need to include or remove supplies,

    you can decide that all energy-supplied for

    communal areas is not treated as domestic

    accommodation and is therefore included

    for qualication. Whatever decision you make this decision must

    be applied for the entire phase.

    You must maintain a record of what the decision

    was, and how it was made in your Evidence pack.

    Exclusion of transport-related energy use

    Energy supplied for the purposes of transport is

    excluded from CRC.

    For the purpose of CRC energy is consumed for

    the purposes of transport where it is used by

    certain types of transport which are listed in Table

    2 Transport equipment included and excluded

    in CRC.

    This supply should not be included when youcalculate your total half hourly supply for the

    purposes of determining if you qualify for CRC.

    Where your organisation uses half hourly electricity

    for transport in situations where there is no sub-

    metering in place you can decide at the point of

    registration, if you wish to include in CRC transport

    related supplies that are not sub-metered. Whatever

    you decide, this decision will apply for the rest of the

    phase, and you will be required to maintain evidenceof this decision in your Evidence pack.

    Transport equipment is divided into four categories.

    All other transport is included in CRC.

    Annexes

    2 - Electricity you should not

    account for

    3 - Meters and metering

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

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    Transport Excluded from CRC Included in CRC

    Road going vehicles

    All vehicles which require a licence(including a nil licence) under theVehicle Excise and RegistrationAct 1994 or are exempt from thisrequirement under the provisions ofthat Act. Vehicles which are required todisplay a certicate of Crown exemptionunder regulation 31 of the Road Vehicles

    (Registration and Licensing) Regulations2002 are also excluded.

    Vehicles operating without a licence such ason-ste vehicles.

    (Subject to the denition of transport some forklifts,drill rigs, non-road going mobile or oating cranes andexcavators may be included in CRC)

    Vessels

    Vessels, meaning any boat or shipwhich is self propelled and operatesin or under water (this would includehydrofoil boats, air cushion vehicles,submersibles, oating craft, shingvessels, pleasure boats, hovercrafts,warships and wooden ships).

    Aircraft

    Any self-propelled machine that can

    move through air other than againstthe earths surface.

    Train and Railways

    All trains, as dened section 83 of theRailways Act 1993.

    All network services (as dened bysection 82 of the Railways Act).

    Energy used in relation to railways to provide heating,power or lighting to a building.

    Table 2: Transport equipment included and excluded in CRC

    Annexes

    3 - Meters and metering

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    2 - Electricity you should not

    account for

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    Electricity not for own use

    Where a person A receives a supply of electricity

    that is then consumed by others (A does not

    consume it for its own use), A is not responsible

    for that unconsumed supply.

    As an example, a facilities management company

    is in fact providing a service to its client, it is not

    using energy for its own company. The facilities

    management company is therefore not responsiblefor the supply in CRC. If however a person A

    receives a supply of electricity that is partly

    consumed by others (A does consume some of it

    for its own use), it is responsible for the portion

    it consumes.

    This does not apply to landlord/tenant

    arrangements.

    Public lighting in Northern Ireland

    Half hourly electricity supplied for the purpose ofpublic lighting in Northern Ireland is excluded in

    Phase 1 only.

    Annexes

    3 - Meters and metering

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    2 - Electricity you should not

    account for

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    Annex 3 - Meters and metering

    Settled half hourly meters

    A settled half hourly meter:

    (a) is able to measure electricity supplied at least

    every half hour; and

    (b) is used by electricity generators, suppliers,

    distributors and transmitters to calculate

    the balance or imbalance between electricitygenerated and consumed.

    This denition deliberately does not take into

    account the mandatory requirement to install these

    meters. This is because the mandatory threshold

    for installation of settled half hourly meters

    is not consistent across the United Kingdom.

    The denition is instead based on the technical

    characteristics of settled half hourly meters and on

    the function they perform.

    Electricity suppliers use half hourly meters (HHMs)

    to calculate your bill. There are four types of

    metering which can be settled on the half hourly

    market. These are:

    mandatory HHMs (which are HHMs required to

    be installed in certain situations)

    voluntary HHMs

    half-hourly light meters

    Mandatory HHMs

    Mandatory half hourly meters are required where

    a sites average peak electricity demand exceeded

    100kW in three out of the previous 12 months.

    Voluntary HHMs

    Voluntary half hourly meters have, in most cases,

    been installed on a voluntary basis. They are

    installed because an organisation wants their

    electricity settled on the HH market or because

    it wants to collect data on their electricity

    consumption for energy management purposes.

    Half hourly light meter

    HH light meters were introduced in April 2009 and

    are designed to be an alternative to traditional halfhourly settled meters, as they are able to provide

    HH data at a lower cost. The data recorded by half

    hourly light meters can be used for settlement

    purposes. In CRC, these meters are therefore

    counted as HHMs settled on the HH market. As

    they were only introduced in 2009, they will not be

    relevant for determining qualication for Phase1.

    Annexes

    3 - Meters and metering

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

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    Non-settled half hourly meters

    A non-settled half hourly meter is able to measure:

    electricity supplied at least every half hour; and

    the majority of electricity supplied to a premises.

    Automatic Meter Reading (AMR) meters are non-

    settled half hourly.

    Automatic Meter Reading (AMR) meters

    AMR meters have been developed for electricity

    supply not measured by traditional HHMs. These

    meters provide consumers with access to half-

    hourly data of their energy consumption. CRC will

    only capture AMR meters, which are the main

    meters measuring the electricity for charging

    purposes, not a sub-meter or clip on device. In

    CRC, AMR meters must be read remotely either

    by customers or a third party and that data madeavailable to the customer.

    A meter will now be dened as an AMR meter

    for electricity under CRC if it meets the following

    four criteria:

    The meter needs to be capable of capturing

    consumption data on at least a half hourly basis;

    The meter must be the main meter for electricity

    for charging purposes for that supply and not a

    clip-on or sub metering device.

    The meter is read remotely (Read remotely

    means that the data is not accessed at the meter

    itself. The remote reading may be done by the

    customer or a third party)

    The electricity consumption data needs to be

    made available to the customer.

    The denition now reects the fact that AMRmeters might not be read directly by the

    customer but instead may be read by a third party

    organisation that makes the data available to

    the customer.

    Pseudo HH supply

    Also referred to as unmetered supply (UMS),

    pseudo half-hourly supply is a technique for

    calculating half hourly electricity consumption

    where the supply is unmetered.

    This data is used for settlement purposes

    and so in CRC is counted as an HHM settled

    on the half hourly market. Pseudo half hourly

    Unmetered supply falls within two categories

    dynamic or passive. Only dynamic supply counts

    towards qualication.

    Annexes

    2 - Electricity you should not

    account for

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

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    Annexes

    Dynamic supply Is characterised by: (i) a set of

    equipment that is xed to land that performs a

    common function (eg street lighting) (ii) one of the

    set is metered (eg a lamp post) and (iii) the existing

    meter point is used as a benchmark to determine

    the overall supply to the entire set of equipment

    over a given period.

    Passive supply - allocates the un-metered

    supply across the HH periods by a mathematical

    relationship of annual burning hours to the

    daily time of sunrise and sunset, in the example

    of street lighting. Passive supply is treated

    as standard unmetered supply and does not

    count towards qualication or supply and is not

    reportable under CRC.

    Total half hourly electricity

    To work out your qualifying electricity

    consumption, you need to add up all the electricityyou have been supplied with over the course of the

    qualication year that was measured by all types of

    HHM, both settled and non-settled. This includes

    all remotely read automatic meter reading (AMR)

    meters, as well as the settled HHMs listed above.

    To understand whether you have a half hourly

    meter, you can refer to the label that appears on any

    meter. An example of meter label is shown below:

    00 indicates that the meter is a HHM.

    The lower line of 13 digits forms the unique

    MPAN (Meter Point Administration Number)

    number. This is the number you need to

    submit as part of your CRC registration or

    information disclosure.

    The upper line of 8 digits provides extra

    information. This is not needed for CRC.

    In Northern Ireland the equivalent of an MPANis

    MPRN(Meter Point Registration Number) which

    is an 11 digit number usually starting with an 8

    e.g. 80000000000.

    Annexes

    2 - Electricity you should not

    account for

    1 - Denition of supply

    About making aninformation disclosure

    Information you will need

    to make your disclosure

    Using the on-line CRC registry

    What happens now?

    Annexes

    3 - Meters and metering

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    Figure 16: Summary for mixed use buildings

    Is the property used solely for

    domestic purposes?

    YesNo

    Is the domestic accomodation provided for the

    purposes of education, employment, religion,

    recreation or care services?

    YesNo

    Is the energy consumption

    associated with domestic use, sub-metered?

    YesNo

    The energy

    consumption should

    be included in CRC.Examples include

    university halls of

    residence, police

    section houses,

    monasteries, hotels

    and residential

    care homes

    The energy

    consumption

    should be excludedfrom CRC

    The energy

    consumption

    associated withdomestic use

    should be excluded

    You will need to use

    estimation techniques

    to account for your

    domestic energy

    consumption. This

    should be excluded

    from CRC.