Sustainability, Data, Accounts, Business Planning & H&S

The ability to be maintained at a certain level or rate

As part of the Climate Change Act 2008, UK signed a legally binding agreement to help reduce carbon emissions by 80% by 2050 based on 1990 levels. Recent update is to have a Carbon Footprint of NET ZERO but 2050

Introduced The Energy Act 2011 which aims to make businesses, landlords and tenants more energy efficient

As part of this they introduced The Green Deal which allows landlords, tenants and homeowners to make energy improvements to their properties through savings on their bills

Yes, a recent update as of 2018 declared the UK to have a carbon foot print of net zero by 2050

Introduced the Buildings Carbon Database

Allows users to upload information relating to their property. In doing so, this will provide the user with advice and recommendations on a buildings life cycle, such as changing the light fittings ever x amount of years, changing the M&E etc.

Minimum Energy Efficiency Standards 2015

Required all new leases and renewals from 1st April 2018 to have an EPC rating of E and above 

Required all existing leases from 1st April 2023 to have an EPC rating of E and above

Better Buildings Partnership

Working with UK's largest REITS and funds to try and achieve net carbon zero by 2050

It is an energy performance certificate

The energy performance of a building

• Energy rating A+ - G 
• Certificate reference number 
• Address and size of property 
• Benchmarking info 
• Technical info 
• Estimation on running costs

Every 10 years or if the building has been altered

Yes, within 7 days of marketing

Only the energy rating

12.5% of the RV or (Min £500 - Max £5,000)

Agents

• - Buildings under 50 sq. m 
• - Places of worship 
• - Buildings with no heating system in 
• - Where tenancy is less than 6 months with no security of tenure 
• - Industrial units with low energy demand 
• - When it is not possible to improve the energy rating to E or above with a 7 year payback

If a breach has lasted less than 3 months - up to £5k or 10% of the RV if greater (£50k max fine) 

If a breach has lasted longer than 3 months - up to £10k or 10% of the RV if greater (£150k max fine)

Local authority

Buildings Research Establishment Environmental Assessment Method

It is a voluntary environmental assessment tool which rates a building against 9 weightings including water usage, energy consumption and transport links

• 5 
•  
• Outstanding
• Excellent 
• Very good 
• Good 
• Pass

Health and Wellbeing

Developers are using then WELL STANDARDS which rates buildings in respect of health and mental well being for occupiers

A green lease allows landlords and tenants to share information about the use of energy, water and waste in a building to help improve energy efficiency of a building

Better Buildings Partnerships has a green lease toolkit

GDPR

General Data Protection Regulation 

Largest change in data protection law across the EU

Data Protection Act 2018

Empowers individuals on how their data is used, stored and managed

Data controller must report to the ICO within 72 hours of the breach

4% of global turnover or 20m euros (whichever the greater)

RADIO ERA 

• Right to RECTIFICATION 
• Right of ACCESS 
• Right to DATA PORTABILITY 
• Right to be INFORMED 
• Right to OBJECT 
• Right to ERASURE 
• Right to RESTRICT PROCESSING 
• Right to AUTOMATED DECISION MAKING AND PROFILING

An obligation to conduct data protection impact assessments

• Chairman's statement 
• Independent auditor report 
• P&L Account
• Balance sheet 
• Remuneration report

• P&L = Income statement
• Balance sheet = Statement of financial position

A financial statement showing a companies income and expenditure usually prepared on a annual basis

A financial statement showing a companies asset and liabilities, usually prepared at the end of the year

Asset - Cash, property 

Liabilities - loans and borrowings

Shows a companies receipts and expenditure to include VAT

Prepared for management account purposes only (internal)

• Strengths 
• If a company has a high volume of assets and income 

• Weaknesses 
• If there are no assets and net profit is minor

An financial statement that has been prepared internally for internal use only

Financial statement that is prepared by a chartered accountant

Recommend the client seek prof advice from a chartered accountant 

Or get a Dun Bradstreet report carried out

Sets out regulations on how companies should set up company accounts

It's a credit report for a company 

5A1 

• First number and letter is financial strength, last number is risk indicator
• Financial Strength = Higher number, higher net worth 
• Risk indicator = lower number, lower risk

Yes, IFRS 16 is a new lease accounting standard launched from 2019

Full cost of leases will have to appear on a companies balance sheet 

Rent is recognised as a liability

RICS Surveying Safely 2018

Best practice principles for RICS regulated firms and members for the management of health and safety

8 parts to the BOOK: 

• Personal responsibilities 
• Assessing hazards and risks 
• Workplace health and safety 
• Occupational health and hygiene 
• Visiting premises and sites 
• Fire safety 
• Residential inspections 
• Management contractors

Safe person means each individual assumes individual behavioural responsibility for their own, colleagues and others health and safety

Ensure individuals accept responsibility for their own actions

Advice on health, well-being and mental health

• Safe working environment 
• Safe working systems 
• Safe working equipment 
• Competent staff

Landlords, homeowners and managers must have robust fire assessments for their properties

• Required to undertake induction at the start of employment 
• H&S manual provided outlining H&S requirements for when working in the office and on site 
• Fire safety info, who the fire marshal is, fire escapes and route, fire meeting point

Health & Safety at Work Act 1974

Employers must ensure the health, safety and wellbeing of all of its staff

HSE

Something that can cause harm such as a wet floor

Probability or likelihood someone will be harmed usually shown as low, medium or high

Operations and Maintenance manual

A legal requirement for employers employing more than 5 people 

Assesses the risk associated with the hazard

• Identify the hazard
• Identify those who are at risk 
• Evaluate the risk 
• Report your findings 
• Review on a regular basis

Details how a process is to be carried out

• Management of health and safety at work 
• Display screen equipment 
• Manual handling operations 
• PPE 
• Provision and use of equipment 
• Workplace health, safety and wellbeing

It's a risk assessment but with fire emphasis

RICS Fire Safety

Non-domestic only

• Alarm
• Fire fighting equipment 
• Safe exit routes 
• Emergency lighting

Reporting Injuries Diseases and Dangerous Occurrences Regulations

A insulating material that can cause harm to health if disturbed

No, only causes harm to health if disturbed

Three types: 

• Chrysotile - White 
• Amosite - Brown 
• Crocidolite - Blue

Yes, white banned in 1999, blue and brown banned in 1985

The Control of Asbestos Regulations 2012

Management Survey - Used when the property is in normal occupation to identify the ACM 

Refurbishment Survey - Used for when the building will be going under refurbishment / demolition

• LL - if vacant 
• T - if occupied

• Undertake a risk assessment periodically to manage the asbestos
• Produce risk assessment / asbestos register

Check architects drawing

Construction design and management regulations 2015

Ensure the health and safety during the design and management of all commercial building projects

Improve management of H&S at all stages of construction

Respiratory disease that can be caused by inhaling water droplets that have harmful bacteria

• Usually in purpose built systems where bacteria is able to grow. 
• Air con systems
• Baths / Spa

Disability Discrimination and the Equality Act 2010

• Remove the feature 
• Alter it 
• Provide reasonable means of avoiding the obstacle 
• Provide a reasonable alternative access to the service

• Asbestos management 
• Contamination 
• EPC
• DDA compliance 
• Fire Safety 
• Legionnaires Disease

• We carry out a SWOT analysis at the beginning of each month to determine where the business is at now 
• Keep track of WIP every week at weekly letting meetings 
• Always strive to create more business

Town and Country Planning (use class) order 1987