EDGE Certification Protocol Overview

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Questions and Answers

What is a requirement for candidates applying for the EDGE Auditor certification?

  • Participation in the EDGE Auditor training provided by the relevant Certification Provider (correct)
  • Successfully passing a written exam after the training
  • Submission of a personal project related to EDGE standards
  • Completion of a university degree in engineering

Who is responsible for developing and updating the training materials for EDGE Auditor training?

  • Local Certification Providers
  • EO&M Team (correct)
  • The candidates themselves
  • Third-party educational institutions

What aspect of the training material can be adapted by the Certification Providers?

  • Translation and adaptation for the local market (correct)
  • The choice of teaching platform
  • The examination method for potential auditors
  • The scope of the EDGE Certification Process

Who must approve the local adaptation of training materials provided by Certification Providers?

<p>The EO&amp;M Team (C)</p> Signup and view all the answers

Which statement is true regarding the delivery of the EDGE Auditor training program?

<p>Various platforms, including web-based training, can be used for delivery. (D)</p> Signup and view all the answers

What must happen to the training materials when requested by IFC?

<p>They must be returned to IFC. (D)</p> Signup and view all the answers

What can happen to individuals who take the EDGE Auditor training without the intention to become licensed?

<p>They may receive a different recognition of training completion. (B)</p> Signup and view all the answers

Who can conduct the EDGE Auditor training program?

<p>Certified trainers designated by the EO&amp;M Team or third-party partners (C)</p> Signup and view all the answers

What is required for EDGE Auditors to maintain their licensed status?

<p>Undergo at least one building project Audit every two years (D)</p> Signup and view all the answers

What actions may lead to the withdrawal of an EDGE Auditor's license?

<p>Failing to remain active as an EDGE Auditor (C)</p> Signup and view all the answers

How often is the pool of active EDGE Auditors in a Provider Territory audited?

<p>Annually (C)</p> Signup and view all the answers

What is the minimum sample size for the annual audit of EDGE Auditors by the Certification Provider?

<p>At least 1 for every 5 active EDGE Auditors (B)</p> Signup and view all the answers

What type of training must EDGE Auditors attend every two years to maintain their status?

<p>Refresher training for at least 4 hours (D)</p> Signup and view all the answers

Who is responsible for the quality control of the EDGE Auditors?

<p>The relevant Certification Provider (B)</p> Signup and view all the answers

Which of the following is NOT a requirement for maintaining EDGE Auditor status?

<p>Submitting quarterly certification applications (D)</p> Signup and view all the answers

How are active EDGE Auditors selected for the Certification Provider's site visits?

<p>It is done randomly from all registered auditors (B)</p> Signup and view all the answers

What is required if an EDGE Auditor chooses to work with a different Certification Provider than the one that issued their license?

<p>The Auditor must complete additional territory-specific training. (C)</p> Signup and view all the answers

For how long must EDGE Auditors keep an electronic copy of the EDGE submittals after project approval?

<p>5 years (A)</p> Signup and view all the answers

Which of the following is a criterion that prevents conflicts of interest for EDGE Auditors?

<p>The Auditor must not provide audit services while consulting on a project. (C)</p> Signup and view all the answers

What must an EDGE Auditor do if they represent both EDGE Audit and EDGE Expert consultancy on a project?

<p>They must disclose any potential conflicts of interest. (D)</p> Signup and view all the answers

What is the primary role of EDGE Auditors in regard to projects?

<p>Conducting project reviews and preparing Recommendations. (D)</p> Signup and view all the answers

How does an EDGE Auditor manage their scope of work if they are involved in multiple services for the same project?

<p>They must clearly define their scope and fees separately. (D)</p> Signup and view all the answers

What is true about the relationship between an EDGE Auditor and the Certification Provider?

<p>The Auditor must negotiate a legal agreement to work with a Certification Provider. (D)</p> Signup and view all the answers

Which statement accurately reflects an EDGE Auditor’s requirements when collaborating with multiple providers?

<p>They may undergo a detailed review on their first Recommendations. (C)</p> Signup and view all the answers

What is required of Auditors when visiting EDGE Project sites?

<p>They are required to comply with the most stringent safety codes. (A)</p> Signup and view all the answers

What should Auditors share with the Certification Provider and the EO&M Team?

<p>They are required to provide their own feedback and feedback from Clients. (D)</p> Signup and view all the answers

What is the permission granted to Auditors in terms of using the EDGE Logo?

<p>Auditors must use the latest EDGE Logo available from the EDGE Buildings website. (A)</p> Signup and view all the answers

What happens if an Auditor fails to abide by the professional code of conduct?

<p>They risk losing their EDGE Auditor license. (D)</p> Signup and view all the answers

Under what condition can EDGE Auditors provide audit services?

<p>They can provide audit services only for projects submitted to a licensed Certification Provider. (C)</p> Signup and view all the answers

What is required before an Auditor begins working in a new country?

<p>They must obtain a new license from a Certification Provider active in that country. (D)</p> Signup and view all the answers

What must Auditors report regarding the use of the EDGE brand?

<p>They must report any unauthorized use of the EDGE brand by a Client contrary to guidelines. (B)</p> Signup and view all the answers

What must Auditors ensure regarding the EDGE Brand Assets guidelines?

<p>They must ensure any marketing materials are in line with the guidelines. (D)</p> Signup and view all the answers

What is the primary purpose of the content in the document?

<p>To provide guidelines for EDGE certification providers (C)</p> Signup and view all the answers

Which of the following statements is true regarding the document's copyright?

<p>Clear attribution to IFC is required for any use (D)</p> Signup and view all the answers

What type of relationship does the document clarify between IFC and third parties?

<p>No specific relationship unless defined in a separate agreement (A)</p> Signup and view all the answers

What type of liabilities does IFC disclaim in the document?

<p>Damages arising from the use of the document (B)</p> Signup and view all the answers

How can users disseminate the content of this document?

<p>Freely, with required attribution to IFC and no commercial use (D)</p> Signup and view all the answers

What does the document mention about the nature of the relationship described?

<p>It has no implications unless legally defined (C)</p> Signup and view all the answers

What is NOT a condition mentioned for using content from this document?

<p>Restricting use to educational purposes only (D)</p> Signup and view all the answers

What legal status does the document hold?

<p>It is not legally binding unless integrated into a separate agreement (C)</p> Signup and view all the answers

Which of the following is a requirement for individuals to be licensed as EDGE Auditors?

<p>Be a licensed EDGE Expert (B)</p> Signup and view all the answers

What is one of the conditions that disqualifies an applicant from becoming an EDGE Auditor?

<p>Holding a role in the Certification Provider organization (A)</p> Signup and view all the answers

What must a potential EDGE Auditor provide as evidence of qualifications?

<p>A valid EDGE Expert certificate (C)</p> Signup and view all the answers

Which document is NOT required during the EDGE Auditor application process?

<p>Evidence of being a TEAM member on a past EDGE certification (D)</p> Signup and view all the answers

Can EDGE Auditors provide training or consultancy to EDGE Clients on their own auditing projects?

<p>No, unless specified in Section 4.1.3 (C)</p> Signup and view all the answers

What can organizations do regarding EDGE Auditor licenses?

<p>Apply on behalf of multiple employees with evidence of each candidate's qualifications (C)</p> Signup and view all the answers

Which of the following statements is true regarding the roles of EDGE Auditors?

<p>They should be independent of the oversight of the Certification Provider (B)</p> Signup and view all the answers

What type of projects must an EDGE Auditor demonstrate experience with?

<p>Certified green building projects, including EDGE (A)</p> Signup and view all the answers

Flashcards

EDGE Auditor Licensing

The process of becoming qualified to conduct EDGE audits.

EDGE Auditor

A person certified to conduct EDGE audits.

EDGE Expert

A person with expertise in EDGE standards and principles, who can assist in achieving EDGE certification.

Certification Provider

An organization that provides EDGE certification, conducting audits and granting certification.

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EDGE Certification Protocol

The document outlining the process and requirements for EDGE certification.

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Auditor Independence

An individual must be independent from any individuals responsible for auditing or issuing EDGE certification decisions.

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EDGE Auditor Training Program

A program designed to educate individuals on how to conduct EDGE certifications.

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EDGE Certification Process

The certification process for EDGE buildings, including the requirements and procedures for attaining certification.

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Auditor Conflict of Interest

An EDGE auditor cannot provide training or consultancy to a client they are auditing.

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EDGE Auditor Qualification Evidence

Evidence of qualifications for EDGE Auditor licensing, including credentials like LEED AP and BREEAM Assessor.

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EO&M Team

The team responsible for developing and managing EDGE programs.

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Local Market Adaptation

The process of adapting EDGE training materials to meet the specific needs of local markets.

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EDGE Auditor Training Fee

A fee set by Certification Providers for participating in EDGE Auditor training.

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Interested Parties

Individuals or organizations who are interested in EDGE certification but do not necessarily want to become EDGE Auditors.

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Licensing Protocol for EDGE Auditors

This protocol covers the process of becoming an EDGE auditor, outlining the requirements and procedures involved.

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EDGE

The EDGE certification program, which stands for Excellence in Design for Greater Efficiencies, aims to promote sustainable building practices.

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Licensing Protocol for EDGE Auditors

This document outlines the requirements and procedures for becoming an EDGE auditor, including training, experience, and certification.

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Maintaining Integrity

The document aims to ensure that qualified individuals are certified as EDGE auditors, thereby maintaining the integrity and credibility of the certification program.

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Scope

This document applies to all individuals and organizations that are seeking to become EDGE auditors.

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Version 5.0

The licensing protocol for EDGE auditors is subject to changes and updates based on the evolving needs and requirements of the EDGE certification program.

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Disclaimer

The information in this document should not be interpreted as legally binding unless incorporated into a separate legal agreement.

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EDGE Auditor Multi-Provider Work

An EDGE Auditor can work with multiple EDGE Certification Providers after a legal agreement is made.

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New Provider Training

An EDGE Auditor working with a new provider may need additional training specific to the new provider's requirements.

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No Repeat Exam

An EDGE Auditor does not have to retake the EDGE exam when working with a new provider.

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EDGE Auditor Responsibilities

EDGE Auditors must review projects at design and/or post-construction stages and prepare recommendations for EDGE Certification Providers.

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Project Documentation Retention

EDGE Auditors must keep electronic copies of EDGE project submissions for at least 5 years after project approval.

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Conflict of Interest

An EDGE Auditor cannot have any other professional or financial interest in the project being audited.

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Auditor Service Restriction

An EDGE Auditor cannot provide audit services if they are also providing other services like design or consulting on the same project.

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Combined Services

A company can provide both EDGE Audit and other services, such as EDGE Expert consultancy, if certain conditions like separate individuals and clear scope definition are met.

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EDGE Auditor Approval and Responsibilities

EDGE Auditor's role is approved by the EDGE Certification Provider. Auditors need to adhere to safety codes and provide feedback on EDGE.

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EDGE Auditor Licensing and Branding

The EDGE Certification Provider issues licenses to EDGE Auditors, allowing them to use the EDGE logo and specify their territory in their email signatures.

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EDGE Brand Usage for Auditors

EDGE Auditors must use the latest EDGE logo and follow branding guidelines. They must also report any misuse of EDGE brand by clients.

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Professional Conduct for EDGE Auditors

EDGE Auditors must follow the professional code of conduct set by the EDGE Certification Providers who licensed them.

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Consequences of Violating EDGE Protocol

Failing to follow the EDGE protocol or professional code of conduct can lead to the loss of an EDGE Auditor license.

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Audit Service Scope for EDGE Auditors

EDGE Auditors can only perform audits for projects submitted to the Certification Provider that licensed them.

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EDGE Auditor Licensing in Different Countries

If an EDGE Auditor moves to a different country, they must obtain a license from an active Certification Provider in that country before auditing.

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Key Requirements for EDGE Auditors

EDGE Auditors must adhere to the EDGE Protocol and the professional code of conduct established by their licensing provider.

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EDGE Auditor Quality Control

The process of ensuring that EDGE Auditors meet quality standards and maintain their license.

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Maintaining EDGE Auditor Status

To maintain their license, EDGE Auditors need to stay active by participating in audits, training, or other approved activities.

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Audit of EDGE Auditors

The process of reviewing the work of EDGE Auditors to ensure quality and compliance with standards.

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Analyzing EDGE Data

The EDGE Certification System can be strengthened by analyzing data from certified buildings.

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Certification Provider Responsibilities

The EDGE Certification Provider is responsible for overseeing the work of EDGE Auditors within their specific territory.

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Study Notes

Licensing Protocol for EDGE Auditors

  • This document outlines the process for becoming a licensed EDGE Auditor, including training, interim licensing, final licensing, maintaining active status, and the protocol for quality assurance.
  • The EDGE Protocol provides detailed requirements for EDGE Certification Programs worldwide.
  • The EDGE Protocol is the base reference for all EDGE training materials and guidance documents. If there's a conflict between the protocol and supporting materials, the protocol takes precedence.
  • The document should be read in conjunction with Chapter 6 (EDGE Certification Protocol) and Chapter 2 (Licensing Protocol for Certification Providers).
  • The EDGE Auditor role is to verify client-provided evidence to ensure accuracy of EDGE claimed certification level.
  • Auditors perform Design Audits and Site Audits, making Recommendations for project certification.
  • Auditors are not involved in Zero Carbon projects or issuing EDGE Certificates for buildings.
  • Auditors undergo training provided by a Certification Provider in their region. Training may be offered through different channels such as: classroom instruction, written materials, web-based training, video-conferencing, and other communication technologies.
  • Training materials are developed and updated by the IFC EO&M Team.
  • An EDGE Auditor is not allowed to conduct training to EDGE clients on the project they are auditing except where permitted.
  • An EDGE Auditor must be a licensed EDGE Expert, independent from the Certification Provider, and not have other roles within the Certification Program, in the relevant Certification Provider organization.
  • Auditors are required to have no conflicts of interest with the project they audit. They will sign a legal agreement with a Certification Provider.
  • The agreement includes details on Conflict of Interest; Auditor's obligations, interim and full licensures; training; EDGE audits to remain active; Certification Provider obligations; Auditors' responsibilities with regard to limitations of liability; contact information; and record keeping policies.
  • The EO&M Team maintains a database of all active Auditors worldwide.
  • The EDGE Auditor will keep electronic copies of submissions for 5 years after the project is approved.
  • The Certification Provider will review and may conduct a further detailed technical review if the preliminary Certification has deficiencies.
  • Auditors must comply with high professional standards; be available for communication with clients; and abide by the relevant guidelines for conflict of interest during the audit.
  • Contracts between Auditors and Clients outline the audit process; requirements for documentation (Preliminary Certificate submission); timeline and response times; payment schedules; statements regarding conflicts of interest; compliance with local safety codes; and the liability limitations of Auditors, IFC, and Certification Providers.
  • EDGE Auditors must adhere to the professional code of conduct required by Certification Providers.
  • The quality of the Auditors work is assessed by the relevant Certification Provider.
  • Auditors are subject to annual audit by the relevant Certification Provider.
  • An EDGE Auditor has to audit a minimum of 1 project every 2 years, have a refresher training for at least 4 hours every 2 years, retake the EDGE exam; or undertake other activities as determined by the relevant Certification Provider. Failure to remain active results in withdrawal of the licence.

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