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1 Introduction
This application form is for customers who wish to join our certification scheme, existing members who wish to extend the scheme services they offer under an existing membership, and existing members who wish to change their company name for the following schemes:
• Domestic Energy Assessor (DEA)
Once you have completed the application form and submitted it to Stroma Certification, we will review the information provided to us and aim to process your application within 3 working days of receipt.
Merger with Elmhurst Energy
The following schemes have now migrated to Elmhurst Energy. Please access Elmhurst’s website for application options for these scheme’s:
• Non-Domestic Energy Assessor (SAP)
• Non-Domestic Energy Assessor (NDEA)
• Display Energy Certificates (DEC)
• Air Conditioning Energy Assessor (ACEA)
• Section 63 Advisor
Supporting Documentation: It is expected that you can provide (where required) digital/scanned copies of documentation. We are also able to accept photos if you cannot provide a digital or scanned copy. These electronic documents must be in colour and must be clear and legible. If not, this will delay your application as we will be required to request new copies from you.
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1.1 Member Pack
Before completing this application form, you must read the Members Pack for the relevant scheme you wish to apply for. The Members Pack can be download from the Stroma Certification website, or directly download from the following links:
• Energy Assessors
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What scheme(s) are you applying for? *
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2 Register, Extension of Schemes Held & Change of Company Name
2.1 Application Route
Please mark one of the following options which best describes your application route:
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Route *
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If you have chosen ‘Existing Member’ from Section 2.1 above, please record the existing membership numbers you wish to update - Please do not list any you do not wish to update:
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A clear copy of your qualification (where applicable), DEC Scotland top up training (where applicable), Section 63 top up training (where applicable) should be sent with your application to Stroma Certification. This can be a clear digital or scanned copy, or a clear photo of each page.
*^ Section 63 is only available in Scotland
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Please keep individual uploads less than 1MB per file
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If you have chosen ‘Transfer’ from Section 2.1 above, please record the name of the Certification Body below:
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2.2 Personal Information - The Named Assessor
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2.4 Company Information - The Assessment Organisation - To be Invoiced
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* If you are a sole trader, please input your name, or a company name you wish to operate under.
** This is only required if your company is registered with Companies House.
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2.5 Panel
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Are you applying to join a panel scheme
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3 Identification Check
You are required to provide a colour copy of either your passport or driving license. Please indicate below which item you will be providing:
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Identity Check *
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Please keep individual uploads less than 1MB per file
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4 Domestic Energy Assessor - Disclosure and Baring Service (DBS)
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Applicants wishing to join the DEA scheme shall provide a basic Disclosure and Baring Service (BDS) certificate that is no more than one year old at the time the application is received. If you are an existing Stroma member, we can accept a DBS dated within the last 3 years.
A copy of the original certificate must be sent with your application. This can be either a clear digital or scanned copy, or a clear photo of each page.
The certificate copy will be retained by Stroma Certification until such a time that either the DEA wishes to leave the scheme, or the certificate is no longer valid. This can be a clear digital or scanned copy, or a clear photo of each page.
If you have an online version that you can 'share with an employer' please email us the link, the last 6 digits of your certificate and the one-time share code so we can view your DBS online.
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Please keep individual uploads less than 1MB per file
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5 Insurance
Energy Assessors wishing to join a scheme should hold the relevant Professional Indemnity (PI) and Public Liability (PL) Insurance as per the scheme requirements. A clear copy of the original insurance document(s) should be sent with your application to Stroma Certification. This can be a clear digital or scanned copy, or a clear photo of each page.
A list of the minimum requirements can be found below:
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DEA:
Professional Indemnity - £50,000
Public Liability - £1,000,000
Insurance - Per Click
Stroma Certification offer, in partnership with Thomas, Carrol (Brokers) Ltd, a Per-Click policy which you can chose to use, to cover your business for PI and PL under:
• Domestic: DEA
Applicants wishing to use the Per Click insurance rather than provide their own cover, shall provide a completed Per Click Proposal Form with your application to Stroma Certification. The Per Click Proposal Form can be downloaded directly:
Domestic Per Click Proposal Form
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NDEA Levels 3-5, ACI Levels 3-4 & Section 63 Advisor:
Professional Indemnity - £250,000
Public Liability - £1,000,000
DEC:
Professional Indemnity - £100,000
Public Liability - £1,000,000
Insurance - Per Click
Stroma Certification offer, in partnership with Thomas, Carrol (Brokers) Ltd, a Per-Click policy which you can chose to use, to cover your business for PI and PL under:
• Commercial: NDEA Level 3 & 4 (Level 5 is not covered), DEC and Section 63 Advisor.
Applicants wishing to use the Per Click insurance rather than provide their own cover, shall provide a completed Domestic or Commercial Per Click Proposal Form with your application to Stroma Certification. The Per Click Proposal Form can be downloaded directly:
Commercial Per Click Proposal Form - Section 63 Advisors wishing to use Per Click should tick Non-Domestic Level 3 or 4.
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Confirmation *
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Company/Personal Insurance
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Please keep individual uploads less than 1MB per file
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Per Click Insurance
Once you have completed the proposal form (available above), please email it directly to Thomas Carroll Brokers Ltd. Stroma Certification is not able to send this to Thomas Carroll for you due to FCA rules.
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6 Work Area
Please indicate below which core coverage area(s) of the United Kingdom you will be undertaking assessments:
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Country *
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Complete our CPD requirements form
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7 Direct Debit
Energy Assessors must complete the direct debit mandate and include in your application a hand signed copy of this document. We can accept a digital scanned copy, or clear photo of all pages (upload below). Were you are unable to upload a digital scan or photo, a paper copy with signature must be posted to the Customer Service Team.
Download a copy of the Direct Debit Mandate Form
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Please keep individual uploads less than 1MB per file
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8 Code of Conduct Declaration
To complete your application, you are required to read the Code of Conduct (Provided in the Members Pack highlighted in Section 1.1), then hand sign and return the Code of Conduct Declaration Agreement Form.
We can accept a digital scanned copy, or clear photo of all pages (upload below). Were you are unable to send a digital scan or photo, a paper copy with signature must be posted to the Customer Service Team.
Download a copy of the Code of Conduct Declaration
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Please keep individual uploads less than 1MB per file
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9 Stroma Certification ID Card Please upload a passport style photograph
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Please keep individual uploads less than 1MB per file
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10 Permission to Contact
We like to keep in touch with our clients by post, phone, email and other electronic means with industry news, exclusive offers, events details, CPDs and the latest information from Stroma Certification and Stroma Group companies. Please be assured we’ll treat your information with the utmost care and will not share your information with other companies for marketing purposes without your express permission. For more information about how we’ll use your data please refer to our Privacy Policy.
Please confirm if you would like us to contact you or not from the options below:
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Permission *
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You can update your permissions status at any time for receiving communications from Stroma Certification and the Stroma Group by completing the Permissions to Contact form.
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11 Applicant Declaration
I declare that the all information provided within this document is true to the best of my knowledge. I confirm that I have read and understood all policies, terms and documentation provided within the scheme Members Pack, including specifically this document (EA Scheme Application), and the Code of Conduct Declaration Agreement Form.
I promise to abide by all rules and ensure that all terms, conditions and standards currently defined within these polices, terms and documentation will be fully adhered to. I also accept that this ‘EA Scheme Application’ (and all other policies, terms and documentations within the Members Pack) may be altered in the future by Stroma Certification Ltd (Stroma Certification Ltd will notify the applicant of any changes made) and agree to abide by all subsequent changes made. The information on this form supersedes all previous versions.
Stroma Certification will ensure compliance with the General Data Protection Regulation (GDPR) when processing the personal information that you have included within this document. Stroma Certification will only use this information in accordance with the training provider and/ or certification scheme requirements and to contact you about other opportunities with Stroma if you have given permission for this to happen. If you would like to find out more information about Stroma Certification’s compliance with GDPR and your personal data, please visit our Data Protection website. If you have any questions concerning data protection or the use of your personal data, please contact us before submitting this document.
Furthermore, I confirm that by signing below, I hereby agree that my company details will be published on the Stroma Certification website as part of my on-going certification and shared with other Schemes, the Operator of the EPC Register, and MHCLG where required.
I confirm I am duly authorised to act on behalf of the business to be invoiced, and I understand that I will be held personally liable in the event that I am not authorised to act on behalf of this entity.
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Please tick to confirm *
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Note:A member of the team will contact applicants for any additional documentation required if this is not already held on file.
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Produced By: Steven Marriott
Authorised By: Sam Cantle
On behalf of Stroma Certification Ltd
Issued Date: 01/03/2023
Issue Revision: v1.7
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