This is the Products Register Bulletin for Period 2 of - LU

Transcription

This is the Products Register Bulletin for Period 2 of - LU
This is the
Products Register
Bulletin
for
Period 3 of 2015-16
(from 31st May 2015 to 27th June 2015 inclusive)
1
CONTENTS
Introduction ............................................................................................................. 4
1.1
Legal reminder........................................................................................................................ 5
1.2
LU Cat 1 Standard S1011 ‘Product Approval and Registration’ ................................... 5
1.3
LU Cat 1 Standard S1041 ‘Engineering Asset Information’ .......................................... 5
1.4
Standard Design Solutions................................................................................................... 6
1.5
Building Information Modelling (BIM) ............................................................................... 6
1.5.1 What is BIM in TfL? ............................................................................................................ 6
1.5.2 What is R&U doing about BIM? ....................................................................................... 6
1.5.3 The BIM Toolkit .................................................................................................................. 7
1.5.4 What is the Toolkit? ........................................................................................................... 7
1.5.5 What are the benefits? ..................................................................................................... 7
1.5.6 How is the Products Register involved with BIM? ....................................................... 7
2
Headline Statistics for this Period ................................................................. 8
3
The Energy Technology List and Enhanced Capital Allowances .............. 9
2.1
2.2
2.3
2.4
2.5
2.6
2.7
Products authorised for use ................................................................................................. 8
New Product proposals received ......................................................................................... 8
New organisations added ..................................................................................................... 8
New Users added during this Period .................................................................................. 8
Products withdrawn ............................................................................................................... 8
Products rejected ................................................................................................................... 8
Products authorised for use this Period which may be eligible for an ECA claim .... 8
3.1
What is the Energy Technology List?................................................................................. 9
3.2
UK Government Budget 2015 changes to the ETL List.................................................. 9
3.3
Why is the ETL important to TfL and to London Underground? .................................. 9
3.4
Where can I see which products and their manufacturers are on the ETL? ........... 10
3.5
The business is seeking inclusion of energy efficient products within the APR ...... 10
3.6
How does a product gain acceptance onto the Energy Technology List? ................ 10
3.7
Enhanced Capital Allowances – Frequently Asked Questions .................................... 10
3.7.1 What energy efficient equipment can I claim for? ................................................... 11
3.7.2 What water efficient equipment can I claim for? ...................................................... 12
3.7.3 What information do I need to claim this tax rebate? ............................................ 12
3.7.4 The energy efficient product I have purchased/plan to purchase does not
appear on the official list. Can I get it onto the list? ............................................................ 13
3.7.5 Lighting products are not specified on the list. Can I claim for energy efficient
lighting? .......................................................................................................................................... 13
3.7.6 How is ‘ownership’ of an asset defined? ....................................................................... 13
3.7.7 Who does this scheme apply to? .................................................................................... 13
3.7.8 Where does the money go? Will my team see the tax refund? ............................... 13
3.7.9 How do we claim the tax back? ...................................................................................... 14
3.7.10 If water or energy efficient equipment costs more than standard equipment? 14
3.7.11 When do we need to raise the ECA claim? ................................................................. 14
3.7.12 The list changes – when must the item be on the list? ........................................... 14
3.7.13 How will we encourage suppliers to add products to list? ...................................... 15
3.7.14 If my part of the business is funded by a DfT grant can I claim ECAs? ............ 15
3.7.15 What is the Rail & Underground process?................................................................. 15
3.7.16 ECA Contact List............................................................................................................... 17
3.7.17 R&U Enhanced Capital Allowances Steering Group .................................................. 18
3.8 Keeping Cool - SSP –VRF Systems ....................................................................................... 18
2
4
5
3.8.1 Background ......................................................................................................................... 18
3.8.2 What makes VRF systems the preferred mode of heating/cooling areas?............ 18
3.8.3 Does all expenditure incurred in FY14 on VRF systems purchased on the Station
Stabilisation Programme qualify for ECAs? ............................................................................. 19
The PRO-LITE Lighting Exercise ..................................................................... 19
4.1
4.2
Embodied energy and carbon ......................................................................... 20
5.1
5.2
5.3
6
7
Where to find all necessary information and documentation .................................... 19
Where to send completed submissions .......................................................................... 19
Why are TfL interested in embodied energy and carbon? .......................................... 20
The Inventory of Carbon and Energy .............................................................................. 20
How can I obtain a FREE copy of The Inventory of Carbon and Energy?................ 20
The Energy related Product (ErP) Directive .................................................. 20
Products Authorised for Use during this Period ........................................ 22
3
Introduction
Since the London Underground Products Register was created in February 2010 there have
been several changes, including its transfer from SQE Standards Management Team to
Engineering Information, Capital Programmes Directorate.
When it was originally created, mandatory use of the Products Register across London
Underground asset groups was not a requirement of the governing Category 1 LU Standard
1-011. Nevertheless, Track had been pioneers in taking a unilateral decision to mandate its
use within their own asset group. As a result, this asset group holds the most entries in the
current Products Register.
During October 2012 ownership of the Products Register and its governing Standard was
transferred to Engineering Assurance and Efficiency (now renamed as Engineering
Governance and Services) which is part of the Capital Programmes Directorate. The Standard
governing the Register is owned by the Head of Engineering Information. During September
2013 Standard 1-011 was renumbered S1011, revised to A2 and the title changed to ‘Product
Acceptance and Registration’
The revision of S1011 has mandated the use of the Products Register across all asset
groups of London Underground and now covers the whole product assessment
process, whereas the previous version simply contained the requirements for using the
Products Register.
The specification and use of energy-efficient products listed on the Energy Technology List
(ETL) has now become a standard procedure for London Underground. This will help TfL
achieve the budgetary savings required by the Mayor of London by facilitating an ECA claim
for 19 pence in the pound of the product cost, installation and its transport. In addition, the fact
that a given product appears on the ETL is evidence that it is an energy-efficient product
which will result in lower operational costs.
London Underground Category 1 Standard S1011 A2 ‘Product Acceptance and Registration’
has a Written Notice (LU-WN-01248) attached to it which mandates that;
‘Projects wishing to specify a non ETL-listed Product where a similar ETL listed Product
is available must submit a business case at Pathway Gate 3’.
Written Notice LU-WN-01248 has been amended to Version 2 so as to include waterefficient products which are listed on the Water Technology List administered by
DEFRA on behalf of HMRC.
4
As a result of the addition of this Written Notice the Register will act as a valuable aid to
designers in choosing an energy-efficient product in order for the business to claim an
enhanced capital allowance of 19 pence in the pound of the product cost, including that
of its transport and installation.
1.1
Legal reminder
Products must not be publicised as being authorised for use by London Underground
Limited (LUL) without also stating any conditions or limitations that apply. Nor may any
LUL intellectual property rights (such as the roundel trademark) be used in any such
publicity. LUL reserves the right to withdraw authorisation of any product publicised in
breach of this reminder.
1.2
LU Cat 1 Standard S1011 ‘Product Approval and Registration’
Cat 1 LUL Standard 1-011 governs the LUL Products Register (APR) and has now
been revised. In addition, its title has been changed. The new revision is S1011 A2 and
the new title ‘Product Acceptance and Registration’. The main difference is that
Standard S1011 A2 now covers the whole product assessment process, and is
mandated across all London Underground asset groups, whereas the previous version
simply contained the requirements for using the Products Register (APR).
Guidance Note G1040 will be updated to take account of the revised Standard S1011 A2.
Here is a link to the revised Standard S1011 A2 referred to above
http://onespace.tfl.gov.uk/lu_/cms/CMSLibrary/S1/S1011.pdf
1.3
LU Cat 1 Standard S1041 ‘Engineering Asset Information’
London Underground asset groups are defined by Cat 1 Standard S1041 ‘Engineering
Asset Information’ and are:
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Automatic Fare Collection
Civils
Communications
Control & Information
Depot Plant & Equipment
Electrical
Fencing and Environment
Fire Systems
Lifts & Escalators
Mechanical Systems
Plant & Equipment Approval
Power
Premises
Rolling Stock
5
•
•
1.4
Signalling
Track
Standard Design Solutions
In addition to the asset groups listed in S1041 a section for Standard Design Solutions has
been added to the drop-down Asset Discipline box search page so as to show previously
agreed design configurations and thus abrogate the need to re-invent the wheel. In some
cases these design solutions may merely serve as basis for improvement, but nevertheless
give the designer something to start with.
1.5
Building Information Modelling (BIM)
1.5.1 What is BIM in TfL?
BIM is a process involving the collaborative production, use and management of digital
representations of the physical and functional characteristics of a facility / asset. The resulting
information models, when fully coordinated, support decision-making about a facility or asset
throughout its lifecycle from earliest conceptual stages, through design and construction,
operation and maintenance and eventually decommissioning and demolition.
Information Modelling & Management (IM&M) is a term used by TfL to describe what the
industry has coined BIM and used to highlight not only the production and utilisation but more
importantly the management of data and information. Both Standards, Methods & Procedures
(SMPs) and Digital Engineering are key components to IM&M. Digital Engineering is the use,
manipulation, simulation and analysis of digital data to inform decisions. Examples may
include the use or application of virtual design (3D), virtual construction (4D), virtual estimating
(5D), virtual energy/carbon management (6D), digital fabrication and the use of mobile
technology.
1.5.2
What is R&U doing about BIM?
As a strategic approach to Government’s Mandate on Building Information Modelling (BIM),
the Rail and Underground Board has endorsed a change programme, known as the
Information Modelling and Management Capability Programme (IMMCP), with a remit to
review and modify, where necessary, the standards, products and templates in the Company
Management System (CMS) to align them with current and emerging industry standards and
best practice for BIM. TfL is committed to achieving the Government’s target of BIM maturity
level 2, by 2016 by embedding the capability within the business. However, this means
changing the way we as a Client work and interact with our Supply Chain and Stakeholders
and it requires a greater level of trust, open communication and a cultural shift from
document-based to data-driven approach. Therefore, engaging with our suppliers is vital.
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1.5.3
The BIM Toolkit
The Information Modelling and Management Capability Programme (IMMCP), which was set
up to enable BIM Maturity Level 2 capability in the organisation, has just brought TfL a step
closer to this through the delivery of the IM&M Toolkit. The Toolkit was approved in May and
is now live in the LU Company Management System for use in programmes and projects.
1.5.4
What is the Toolkit?
The IM&M Toolkit comprises of two parts; the IM&M Commercial Toolkit and the IM&M Model
Toolkit.
During the procurement phase of any programme or project the IM&M Commercial Toolkit is
used to define TfL’s IM requirements and ensures suppliers are able to deliver these. The
IM&M Model Toolkit provides the Standards, Methods and Procedures for the production, use
and management of all Production Information and Handover Information.
Based on the requirements documented in a number of Industry Standards and guides, the
Toolkit now provides capability for TfL to achieve the Governments BIM Maturity Level 1.
1.5.5
What are the benefits?
Applying the Toolkit will directly support our ambitions to improve collaboration between us
and our suppliers. Over time we also expect to see more efficient delivery of asset renewal
projects as a result of improved and effective information modelling and management.
Introduction of the IM&M Toolkit underlines the commitment TfL has made in response to the
Government’s target of BIM Maturity Level 2 across centrally procured construction projects
by 2016.
1.5.6
How is the Products Register involved with BIM?
The Products Register will be a key part of implementing BIM Level 2 Capability. Once we (as
a business) know what information we need to operate and maintain our assets (the minimum
attributes) then the Products Register can be utilised to capture and manage these attributes.
IMMCP will also be defining a Classification System which will be used alongside the data
requirements to manage and maintain our assets.
Products must not be publicised as being authorised for use by London Underground Limited
(LUL) without also stating any conditions or limitations that apply. Nor may any LUL
intellectual property rights (such as the roundel trademark) be used in any such publicity. LUL
7
reserves the right to withdraw authorisation of any product publicised in breach of this
reminder
.
2
Headline Statistics for this Period
2.1
Products authorised for use
• 24 products gained acceptance and are authorised for use. Details of these
Products can be found at the end of this Bulletin. The asset groups to which they
relate are as follows:
Communications
Electrical
Premises
Track
2.2
•
2.3
•
2.4
•
2.5
•
2.6
2
2
16
4
New Product proposals received
35 new product proposals were entered onto the Register.
Those were APR Product IDs 3384-3423
New organisations added
2 new organisations were added to the Register.
New Users added during this Period
138 new users were added to the Register.
Products withdrawn
0 Products were withdrawn
Products rejected
3 Products were rejected
Product ID 1679 because it was not a real entry, merely a test
Product ID 2242 because there was no longer a business requirement for the
product
Product ID 3239 because insufficient supporting evidence was provided
2.7
Products authorised for use this Period which may be eligible for an ECA claim
0 Products this Period
8
3
The Energy Technology List and Enhanced Capital Allowances
3.1
What is the Energy Technology List?
The Enhanced Capital Allowances (ECA) Scheme for Energy Saving Technologies
encourages businesses to invest in energy-saving plant or machinery specified on the
Energy Technology List (ETL). This list is managed by the Carbon Trust on behalf of
Government.
The 2013 Chancellor’s Budget included an announcement that, for the first time,
expenditure on energy-saving and water conserving plant and machinery connected
to railway assets and ships, and purchased from 1st April 2013 will be eligible for
enhanced capital allowances (ECAs). This announcement has highlighted the
importance of a hitherto hidden aspect of carbon reporting to accountants.
3.2
UK Government Budget 2015 changes to the ETL List
On 18th March 2015 the Government confirmed, in Budget 2015, that a number
of changes to the ECA Scheme for energy saving technologies would come into
effect later in the year (anticipated late summer/early autumn). Full details of the
proposals can be found at the following links:
https://www.gov.uk/government/policies/reducing-demand-for-energy-fromindustry-businesses-and-the-public-sector--2/supporting-pages/enhancedcapital-allowances-ecas
https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/4
13984/Budget_2015_criteria_and_technology_changes.pdf
3.3
Why is the ETL important to TfL and to London Underground?
This is because TfL may be able to claim a tax benefit of 19 pence in the pound by
means of an Enhanced Capital Allowance (ECA) for the cost of these products;
including their transport and installation costs. This could be achieved by surrendering
losses attributable to ECAs in return for a cash payment from the Government.
Given the size of the LU CAPEX and OPEX annual budgets, and without even
considering the reduction in operating costs resulting from the installation and use of
energy-efficient equipment, their specification could make a positive contribution to the
savings the company has to achieve.
9
So, the simple message is to use products that feature on the Energy Technology List
(ETL) where possible, so that we can save money.
3.4
Where can I see which products and their manufacturers are on the ETL?
The Energy Technology List can be found at www.gov.uk/etl
It should be remembered that it is a dynamic list and new categories of products are
being continually proposed by manufacturers of energy-efficient products.
The Carbon Trust is keen to monitor feedback specifically relating to the ETL scheme.
If you have any comments to make then please email the Products Register Manager
[email protected] with ‘ETL Feedback’ in the subject line.
3.5
The business is seeking inclusion of energy efficient products within the APR
If you know of any manufacturers who produce energy efficient products and you
believe that a business case could be developed for their use on London
Underground’s infrastructure, then please contact us by e-mail at:
[email protected]
It is necessary to obtain documentary evidence from the manufacturer in order to
support any potential ECA claim made by London Underground.
Always remember to ask sales people about the ECA scheme and ETL. Does the
equipment you are considering specifying or buying qualify for an ECA? Is it on the
ETL?
3.6
How does a product gain acceptance onto the Energy Technology List?
The Carbon Trust have produced a webinar which explains what a manufacturer has
to do in order to have their Product considered for inclusion on the Energy Technology
List. Here is a link to that Webinar which took place on 5th March 2014.
https://www.youtube.com/watch?v=W5TpEP7iEJY
3.7
Enhanced Capital Allowances – Frequently Asked Questions
February 2014
10
The Enhanced Capital Allowances scheme allows London Underground and London Rail claim 19p
tax back for every pound spent on certain energy and water efficient equipment. This includes the cost
of the equipment, transportation of equipment to the site and direct installation costs. A proportion of
project “add-on” costs such as preliminaries can also be claimed.
This document aims to answer any questions you may have about Enhanced Capital Allowances. It
will be updated regularly. If you have any questions that aren’t answered here, contact Marian Kelly.
These FAQs will be updated as the Rail & Underground processes are developed.
1. What energy efficient equipment can I claim for?
2. What water efficient equipment can I claim for?
3. What information do I need to claim this tax rebate?
4. The energy efficient product I have purchased/plan to purchase does not appear on
the official list. Can I get it onto the list?
5. Lighting products are not specified on the list. Can I claim for energy efficient lighting?
6. How is ‘ownership’ of an asset defined?
7. Who does this scheme apply to?
8. Where does the money go? Will my team see the tax refund?
9. How do we claim the tax back?
10. What about where water or energy efficient equipment costs more to buy than standard
equipment?
11. When do we need to raise the ECA claim?
12. The list changes – when must the item be on the list?
13. How will we encourage suppliers to add products to list?
14. What is the Rail & Underground process?
15. Enhanced Capital Allowances Steering Group - contact list
16. ECA Commercial leads - contact list
3.7.1
What energy efficient equipment can I claim for?
The qualifying equipment is divided into 15 categories:
o
o
o
o
o
o
o
o
Air to air energy recovery (heat exchanger products)
Automatic monitoring and targeting equipment
Boiler equipment
Combined heat and power
Compressed air equipment
Heat pumps
Heating ventilation and air-conditioning
High speed hand driers
11
o
o
o
o
o
o
o
Lighting
Motors and drives
Pipework insulation
Radiant and warm air heaters
Refrigeration equipment
Solar thermal systems
Uninterruptable power supplies
Full list of energy equipment
Some technologies categories which are eligible for ECA tax rebates, i.e. CHP, component based
AMT, lighting and pipework insulation, do not have products listed on the Energy Technology Product
List. Qualifying products are not listed because it is impractical to list all possible product variations.
For these areas, it is recommended that you obtain confirmation from your equipment
supplier/installer that the equipment you have purchased meets the ECA Scheme eligibility criteria
currently in force.
ECA Scheme eligibility criteria
3.7.2 What water efficient equipment can I claim for?
The qualifying equipment is divided into 13 categories:
1. Cleaning in Place Equipment
2. Efficient Showers
3. Efficient Taps
4. Efficient Toilets
5. Efficient Washing Machines
6. Flow Controllers
7. Leakage Detection Equipment
8. Meters and Monitoring Equipment
9. Rainwater Harvesting Equipment
10. Small Scale Slurry and Sludge Dewatering Equipment
11. Vehicle Wash Water Reclaim Units
12. Water efficient industrial cleaning equipment
13. Water management equipment for mechanical seals
3.7.3 What information do I need to claim this tax rebate?
For products which are listed, you need to provide the details of the product purchased. This should
include the following details: relevant category (in line with lists above), product - manufacturer name
and model name/number.
Information on additional direct costs such as the transportation and installation of equipment, and
professional fees should also be collected as TfL can claim a tax refund on these costs also. Advice
on this is available from Emily Clark, TfL Direct Tax Manager.
12
3.7.4 The energy efficient product I have purchased/plan to purchase does not appear on the official
list. Can I get it onto the list?
Yes, products can be added to the list, but only by the manufacturer, not by the purchaser. It is
suggested that you ask the supplier to add the product to the list if a category for the equipment
already exists. As there is a commercial benefit for manufacturers being on the list, many are
progressing this where suggested by LU/LR.
Information for the manufacturer
3.7.5 Lighting products are not specified on the list. Can I claim for energy efficient lighting?
Lighting products are an “unlisted” product but energy efficient lighting can qualify. Eligibility criteria
are set out in the list. You will also need to obtain a statement from your lighting supplier to say that
the product(s) supplied to you meets the eligibility criteria in force at the time of purchase. This can
then form the basis of your supporting evidence for your tax claim.
In order for lighting products to be eligible, it must be a single packaged unit. Individual components
do not qualify for the ECA tax rebate.
3.7.6 How is ‘ownership’ of an asset defined?
Within LU and LR, some equipment is purchased directly from suppliers and some is purchased via a
contractor/supplier. In order for LU/LR to claim the tax rebate, LU/LR must own the asset. If an asset is
purchased by a contractor or supplier, but handed over to LU/LR – we own that asset and can claim a
tax rebate. If a contractor/supplier purchases an asset to do works on our behalf, but takes that asset
away at the end of the works, we do not own the asset so cannot claim a tax rebate.
3.7.7 Who does this scheme apply to?
The scheme applies to assets purchased by London Rail and London Underground, across all
directorates. The governance board is the Value & Sustainability Programme Board (led by Andrew
Pollins).
3.7.8 Where does the money go? Will my team see the tax refund?
This is currently being discussed. Two options have been identified (i) the financial benefit gained
from the tax rebate being returned to the project/maintenance team or (ii) the value being captured in
the directorate’s efficiency programme. It has been noted that it is difficult to guarantee savings as
there are no assurances that applications for tax rebates will be approved. It is likely that capturing
the value of the tax rebate in team efficiency programmes will be selected as the preferred option for
a number of reasons:


the timescales for the tax rebate is approximately 18-24 months and many projects will
have been completed in that time,
the number of transactions (and relatively low value of each) (one transaction for every
piece of equipment) would add a layer of complexity (and cost) in adding new
administration processes to deliver the financial benefit back to the project/ maintenance
team.
13

It would be relatively straight-forward to capture the value of tax rebates in scorecards
through creation of a multi-year dashboard which would be visible and would drive behaviour
today, but could be validated over a given time to quantify the actual rebate.
3.7.9 How do we claim the tax back?
The TfL Tax team will manage the process for claiming the tax rebate as part of the normal process
for submitting tax returns for all parts of LR and LU. Processes are being put in place to capture
information on assets as they are purchased (see table below) so that all relevant information is
captured effectively.
3.7.10 If water or energy efficient equipment costs more than standard equipment?
The Business Case process is being developed to allow the tax rebate to be captured as part of the
normal business case process. This should allow the purchase of water or energy efficient equipment
(which costs more to buy than standard equipment) where appropriate.
3.7.11 When do we need to raise the ECA claim?
An ECA claim should be made in the financial year in which expenditure is incurred on qualifying
equipment by TfL. Expenditure is treated as incurred in the following scenarios:



The date on which the obligation to pay becomes unconditional. This is usually on the
delivery of the equipment.
Where there is an issue of a payment certificate within one month after the end of the financial
year, expenditure is treated as incurred immediately before the end of that financial year
If there is a gap of more than four months between the delivery date and the date on which
payment is required to be made, the expenditure is not treated as incurred until the later date.
This may result in expenditure being treated as incurred in the following financial year.
The TfL Tax team will be responsible for including all ECA claims in the relevant tax returns for LU,
DLR, Tramlink and London Overground trading entities.
3.7.12 The list changes – when must the item be on the list?
Equipment is only eligible for an ECA if it meets the specified criteria, in the case of non- listed
technologies, or is listed on the Energy Technology List (ETL) on one of the following dates:


The date that the expenditure is incurred, or
The date that the contract for the provision of equipment is entered into.
This provides the opportunity to procure equipment prior to it being approved by the Carbon Trust
and as long as it is on the ETL list before the expenditure is incurred it can be treated as qualifying
equipment.
The ETL which can be found on the ECA website is continually updated, with new products added
and old ones removed at the beginning of every month. It is therefore important that the ETL is
reviewed prior to purchasing/ entering into a contract with a supplier.
14
4
3.7.13 How will we encourage suppliers to add products to list?
LU or LR cannot add products to the list, it must be done by the manufacturers. We have started
discussions with a number of manufacturers who supply equipment which we consider could be on
the list. These manufacturers have responded positively and are progressing this.
There is a commercial benefit to manufacturers in having their product on the list. This benefit goes
wider than TfL, and, as a result, TfL will not be funding manufacturers in review of their own products
to establish qualification criteria. The Energy Technology List has clear criteria and instructions for
manufactures who may want to get their product onto the list (available here:
https://etl.decc.gov.uk/etl/site/faq/manufacturers.html).
Terry Price, Engineering Information Team, is working with suppliers/manufacturers to get products
on the list. Contact him for further information.
3.7.14 If my part of the business is funded by a DfT grant can I claim ECAs?
Yes. Through the distribution of funding streams across TfL, the TfL Tax Department will ensure that
your part of the business is not precluded from making an ECA claim. This is p a r t of the accounting
process undertaken at year end. All LU and LR projects are eligible for ECA tax rebates.
3.7.15 What is the Rail & Underground process?
We are in the process of developing the process for collecting information necessary to c l a i m this tax
rebate. It is planned to have a process in place by mid 2014. The table below sets out the current and
proposed future process. The table will be updated as the process is developed.
What to do now
Proposed future process
15
I think that equipment I
have purchased in
2013/14 qualifies for the
ECA tax rebate.
Provide the following information to
those listed below:
 Your name
 Team
 Relevant category
 Product information:
manufacturer name
 Product information: model
name/number
The necessary information
will be captured through
asset management systems
(e.g. the MAID process in LU)
to make this process as
straight-forward as possible.
Exact details to be agreed.
Asset Performance: Monika Agoston
Capital Programmes Directorate:
James Terry
DLR/Tramlink/LO: Helen Woolston
The named contacts will ensure, with
other colleagues, that this
information is collated and passed
onto the TfL tax team.
Note: products in the Approved
Product Register which qualify for
16
I am at the procurement
stage of a project or am
setting technical
specifications for new
equipment
I am at design stage
I am at delivery stage
ECA rebate have been flagged so
that they can be easily identified.
The following information should be
included in the tender documents:
 Requirement to ensure that
information from the
‘performance criteria’ in the
Energy Technology Criteria list
should be included in the
Minimum Performance Criteria
 Requirement on supplier to
provide complete information on
qualifying equipment when asset
has been handed over.
Advice is available from Commercial
team: Contact list
Conceptual design stage: consider
energy demands of the project.
Project should provide detailed
information on qualifying equipment
and add into asset management
system as per normal process.
There will be an agreed set of
words which will be used for
contracts which will direct
suppliers towards using
qualifying equipment.
Exact words to be agreed.
There will be a trigger at Gate
3 in the Pathway process to
require the project to identify
whether the project will use
potentially qualifying
equipment.
There will be a trigger at Gate
5 in the Pathway process to
require the project to provide
the detailed information
(necessary to claim the tax
rebate).
3.7.16 ECA Contact List
Please contact anyone in the list below for support or advice on Enhanced Capital
Allowances, we are happy to help.
Marian Kelly (chair)
Miriam Kingsley
Emily Clark
James Terry
Helen Woolston
Denise O’Connor
John Downes
Leon Smith
Charl O’Connell
HSE
Group Tax
Group Tax
HSE Capital Programmes
London Rail/TfL Sustainability
LU Asset Performance
LU Capital Programmes
Commercial Centre of Excellence
Finance
17
3.7.17 R&U Enhanced Capital Allowances Steering Group
Commercial ECA leads
Leon Smith
Commercial Centre of Excellence
Craig Keogh
CPD Major Projects
Marlene Matthews
CPD Lifts & Escalators
Martin Dorey
CPD Stations
Simon Gibbs
CPD Power & Cooling
Lee Rudderham
CPD Track
Graham Sprague
Asset Performance
Peter McMahon
Docklands Light Railway
Andrew Swietowski
London Overground
Greg Lyons
Tramlink
3.8 Keeping Cool - SSP –VRF Systems
3.8.1 Background
An air conditioning system configuration, referred to as Variable Refrigeration Flow (VRF)
has recently been purchased and installed at the following London Underground Stations as
part of the Station Stabilisation Programme:
■ Baker Street
■ South Kensington
■ Earls Court
■ Embankment
■ Paddington
3.8.2 What makes VRF systems the preferred mode of heating/cooling areas?
■ VRF systems are preferred to standard DX
units, as they have:
■ A greater Coefficient of Performance in comparison to DX systems making
them more energy efficient to run, which reduces costs long term
■ Fewer condensers which reduces the maintenance required
■ An ability to heat a local water supply using heat that would otherwise be wasted. For
example, this is used at Baker Street for the staff welfare facilities
18
3.8.3 Does all expenditure incurred in FY14 on VRF systems purchased on the Station
Stabilisation Programme qualify for ECAs?
■ YES! Mitsubishi who have supplied these VRF systems have confirmed that they meet
the published design criteria and therefore qualify for ECAs
■ As well as the asset costs, ECAs can be claimed on all costs directly associated with the
provision of each qualifying VRF system, for example
■
■
■
■
Delivery costs and direct installation costs of the asset
Contractor profit and overheads
Professional fees
Contractor preliminaries
3.8.4 What does this mean for TfL?
■ As the VRF systems purchased on the Station Stabilisation Programme qualify for
ECAs, TfL are expected to receive an ECA cash tax credit of £400,000 from HMRC.
Future expenditure incurred on VRF systems and other HVAC equipment could also qualify
for an ECA cash tax credit, which would mean more cash back from HMRC for TfL!
4
The PRO-LITE Lighting Exercise
TfL have initiated a Market Sounding Exercise in order to:
•
•
•
•
identify potential future lighting suppliers and manufacturers;
comprehend the attributes that define quality lighting products and their availability in the
market;
define the questions we will need to ask as part of our future procurement processes.
It is not a call for tenders or a pre-qualification exercise.
This Market Sounding Exercise has been developed to provide Transport for London with
information that will inform future procurement specifications and strategies.
The information within the documents has been generated solely for market engagement
purposes and (depending on the information received from potential suppliers and/or
manufacturers) may not reflect the information ultimately presented in any future calls to
tender.
4.1 Where to find all necessary information and documentation
All necessary information and documentation can be found on the PRO-LITE website at
www.prolitepartnership.eu
4.2 Where to send completed submissions
All completed submissions must be made via e-mail to the PRO-LITE mailbox at
[email protected]
NB - Submissions should NOT be made via the Approved Products Register at
London Underground
19
5
Embodied energy and carbon
Embodied energy is the amount of energy consumed to extract, refine, process, transport and
fabricate a material. It is often measured from cradle to (factory) gate, or cradle to site (of
use). Likewise, embodied carbon footprint is the amount of carbon (CO2 or CO2e emission)
to produce a material.
5.1
Why are TfL interested in embodied energy and carbon?
5.2
The Inventory of Carbon and Energy
The Inventory of Carbon and Energy (also known as the ICE database) is a free database
for building materials. It contains data for over 200 materials, broken down into over 30 main
material categories (such as cement, concrete, glass, timber, plastics, steel et cetera). The
embodied energy data provides the energy consumed to make a building material. This then
gives rise to embodied carbon emissions, which contribute to global warming and climate
change.
5.3
How can I obtain a FREE copy of The Inventory of Carbon and Energy?
The database can be downloaded from the link on the Circular Ecology website at:
http://www.circularecology.com/embodied-energy-and-carbon-footprintdatabase.html?utm_source=ActiveCampaign&utm_medium=email&utm_content=Circular+Ecology+N
ews&utm_campaign=Circular+Ecology+Newsletter+Feb+2015
6
The Energy related Product (ErP) Directive
S o as to inform choice, many products including gas and oil boilers , cylinders , heat pumps
and s olar thermal cylinders which are manufactured after 26 S eptember 2015 will need to be
compliant with the E nergy related P roduct (E rP ) D irective.
T he objective is to reduce greenhous e gas emis s ions and other advers e environmental
impacts throughout the life-cycle of a product with emphas is placed on the des ign and
development s tages of a product with a view to improving its energy efficiency.
E nergy-related products account for a large proportion of the cons umption of natural
res ources and energy. T hey als o have a number of other important environmental impacts .
F or the vas t majority of product categories available on the market, very different degrees of
environmental impact can be noted, though they provide s imilar functional performances .
More information on T he E nergy related P roduct (E rP ) D irective can be found at this link:
https ://www.gov.uk/placing-energy-related-products -on-the-uk-market
20
Products which were authorised for use during
this Period are listed on the pages which
follow.
Products must not be publicised as being authorised for use by London Underground
Limited (LUL) without also stating any conditions or limitations that apply. Nor may
any LUL intellectual property rights (such as the roundel trademark) be used in any
such publicity. LUL reserves the right to withdraw authorisation of any product
publicised in breach of this reminder.
21
7
Products Authorised for Use during this Period
APR Product ID
3358
Product Title
Primary Use
Asset L1 Group
Railsafe Cat6 S/FTP
LSC Cable
Brand-Rex Cat6 S/FTP
LSC communication cable
100 Ohm 4 x 2 x AWG
23/1 is a premium grade
Class E Category 6 cable.
It exceeds the category 6
performance standards
and is rated to 250Mhz. It
is suitable for use in all
structured wiring cabling
systems up to and
including Class E and is
able to support gigabit
protocol for installation in
horizontal and backbone
areas.
Communications
Asset L2 Name
Date Authorised For
Use
04/06/2015
22
3359
3153
Railsafe Cat7 S/FTP
LSC Cable
Pegasus Non-mettalic
Modular Cable Hanger
System
Brand-Rex Cat7 S/FTP
LSC communications
cable 100 Ohm 4 x 2 x
AWG 23/1 is a premium
grade Class F Category 7
cable. It exceeds the
Category 7 performance
and is rated to 600Mhz. It
is suitable for use in all
structured wiring cabling
systems up to and
including Class F and is
able to support 10 gigabit
Ethernet protocol for
installation in horizontal
and backbone areas.
Cable support.
Communications
Electrical
04/06/2015
Cable Management
15/06/2015
23
3220
198
2517
2520
Designplan Tube 30 and
50 Tube ranges
For wall wash, cove,
pelmet lighting for surface
and sub-surface stations.
Electrical
Stn Lighting & Pwr AC
Only
16/06/2015
Cement All
High strength, non-shrink
grout
Premises
Buildings
02/06/2015
Ardex S21
S21 is a rapid hardening,
floor tile bedding mortar
suitable for both internal
and external applications
and for all tile types
including large format tiles
and natural stones.
Premises
Buildings
02/06/2015
Ardex DS20
Decoupling membrane for
the unbonded installation
of tiles and slabs in areas
where there is a
requirement to avoid
damage to the existing
sub-floor.
Premises
02/06/2015
24
Non-combustible,
moisture resistant
cladding and lining boards
for general use in
stations, above and below
ground.
2564
PassiveTec Pro Board /
PassiveTec FRM Boards
Premises
Buildings
02/06/2015
Premises
Buildings
17/06/2015
NB. PassiveTec Pro and
PassiveTec FRM boards
are identical in
composition, but available
under two brand names.
2856
Idrosilex Pronto
Waterproofing render for
brick and concrete
substrates
25
2857
2910
2937
Mapelastic Smart
Flexible Waterproofing
Render for use with
Ceramic & Stone Finishes
Premises
Buildings
17/06/2015
Concrete Mix
Fast setting concrete
Premises
Buildings
02/06/2015
Temacoat RM 40
A two component resin
modified expoxy paint
system used as primer or
finish for interior/exterior
steelwork, Aluminium,
Zinc and concrete
surfaces exposed to
mechanical/chemical
stress.
Premises
Buildings
02/06/2015
26
2940
3168
3200
Temadur 50
A two component
semigloss polyurethane
paint. Can be used on
steel work exposed to wet
and dry conditions.
Suitable for steel
framework structures,
canopies, storage tanks,
machinery and other steel
structures.
Premises
Isocrete Isogran
A modified granolithic
wearing screed
incorporating Isocrete
Polymer 70 to provide a
tough, hardwearing heavy
duty floor.
Premises
02/06/2015
Premises
03/06/2015
Nickel Bronze, Gunmetal
Stair Nosings, Type
SN3/SL3/140
DDA compliant, 'Sightline
Series' stair nosing, for
use in stations, above and
below ground, for use in
areas of medium to high
density pedestrian traffic.
This profile is to be used
in conjunction with AATi
coloured Aluminium riser
plate to achieve 55mm x
55mm colour contrast
Buildings
03/06/2015
27
3207
3289
3380
Gyproc WallBoard
Mortar Mix
Terrazzo Flooring:
Terrazzo Tile Ref:
C15167 (St. James' Mix)
Standard plasterboard
product, suitable for most
applications where base
fire, structural and
acoustic levels are
specified. Suitable for
direct decoration or
Thistle plaster finish.
Premises
Buildings
02/06/2015
Repair mortar
Premises
Buildings
02/06/2015
Concourse, Circulation
Areas and Platform
flooring
Premises
02/06/2015
28
3381
1372
1373
1387
Terrazzo Flooring:
Terrazzo Tile ref:
C15362
Concourse, circulation
areas and platform
flooring
Bullhead E switch with
extended flexing length
for use on 4ft EH/EP
point mechanism.
Switch rail for use on
bullhead E straight planed
switches with under cut or
straight cut profile
Bullhead E switch with
extended flexing length
fou use on Chairlock
point mechanisms
Bullhead straight planed E
switch with undercut or
straight cut profile
AVm full depth flat
bottom vertical switch
rail
Stock and switch rail
assembly for use with
vertical A length
flatbottom turnouts to
replace the existing AV
switch design
Premises
Track
Track
Track
04/06/2015
08/06/2015
12/06/2015
09/06/2015
29
3239
Insulated Conductor Rail
Work cover.
Insulated shield to permit
work adjacent to live
conductor rail.
Track
Conductor Rail
03/06/2015
30
Please refer to the online register at www.lu-apr.co.uk for the current product status,
conditions of use and supporting documentation.
New users can request a logon to the Products Register at www.lu-apr.co.uk by clicking
‘Request a Logon’.
Registered users have on-line access to information for all products on the register,
conditions of use, ‘public’ documents that support approval or use, registration certificates
and the system user guide.
Enquiries regarding the LU Products Register should be sent by
[email protected] with ‘LU-APR question’ in the subject line.
email
to
REFERENCE
A Better Deal for Building. Report from the Commission of Enquiry into achieving the best value in procurement of construction work.
All Party Group for Excellence in the Built Environment. Section 3.2.2 p20. House of Commons. London. September 2012.
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