Energy Institute Terms and Conditions

The EI’s main website - https://www.energyinst.org - and our other websites - https://www.ieweek.co.uk, https://publishing.energyinst.org, http://knowledge.energyinst.org, https://www.gplusoffshorewind.com, https://toolbox.energyinst.org, https://safetyon.com/ and any sub domains thereof - are hosted by Squiz Ltd on behalf of the EI. The EI Together website - https://communities.energyinst.org - is provided by Centrepoint Computer Services. These are referred to collectively here as “the Sites”. Access to, and use of, “the Sites” are subject to the Terms and Conditions set out below. Your use of the Sites signifies your agreement to the EI’s Terms and Conditions and Privacy Policy.

We may make changes to these terms

We amend these terms from time to time. Every time you wish to use our Sites, please check these terms to ensure you understand the terms that apply at that time.

We may suspend or withdraw our Sites

Our Sites are made available free of charge, other than where a subscription or purchase fee applies for access to restricted content. We do not guarantee that our Sites, or any content on them, will always be available or be uninterrupted. We may suspend or withdraw or restrict the availability of all or any part of our Sites for business or operational reasons. We will try to give you reasonable notice of any suspension or withdrawal. You are also responsible for ensuring that all persons who access our Sites through your internet connection are aware of these terms of use and other applicable terms and conditions, and that they comply with them.

Information on the Sites

The information held on the Sites is for general information purposes only. Whilst the EI and its contributors have applied reasonable care in the selection of content housed on the Sites, no representations or warrantees, express or implied, are made by the EI concerning the applicability, suitability, accuracy or completeness of the information contained on the Sites. The EI accepts no responsibility whatsoever for the use of the information held on the Sites. The materials and information are supplied to you on the condition that you, or any other person receiving them, will make their own determination as to their suitability and appropriateness for any proposed purpose prior to their use. Neither the EI nor any of the contributors shall be liable in any way for any liability loss, cost or damage incurred as a result of the use of the information contained on the Sites. In applying reasonable care in the selection of content housed herein, the EI reserves the right to remove or reject content that is deemed to be inconsistent with the EI’s stated strategic aims, core values and commitments. No representations or warranties, either express or implied, of merchantable quality, fitness for a particular purpose or use, or any other nature whatsoever are made with respect to the materials, products and information contained on or available through the Sites. Where the Sites provide you with a facility for subscribing to or purchasing any product or service provided by the EI or its affiliates, additional terms and conditions of contract may apply; you should read the appropriate order or registration form carefully.

You must keep your account details safe

If you choose, or you are provided with, a user identification code, password or any other piece of information as part of our security procedures, you must treat such information as confidential. You must not disclose it to any third party. We have the right to disable any user identification code or password, whether chosen by you or allocated by us, at any time, if in our reasonable opinion you have failed to comply with any of the provisions of these terms of use. If you know or suspect that anyone other than you knows your user identification code or password, you must promptly notify us at comms@energyinst.org.

Ownership of content

In creating an archive of energy knowledge and information, the EI seeks to provide access to a wide range of data and sources. In so doing, the EI is explicit in attributing ownership of content, which is stated in individual records. The EI goes to all reasonable efforts to contact original sources of content in order to gain permission to attach the PDFs or similar files to records on the Sites. Where applicable, the EI provides links to external content. These links are provided for a number of reasons, including for further information or other key source material; for background information; for useful practical information; for further informed comment. External websites are not under the editorial control of the EI and the EI takes no responsibility whatsoever for the contents. This is because the EI does not produce them or maintain/update them; the EI cannot change them; they can be changed without the EI’s knowledge or agreement. Links to external websites should not be seen as an endorsement of the website or the products, services or information offered by the owner of the website.

User-generated content is not approved by us

The Sites may include information and materials uploaded by other users of the Sites, including to bulletin boards and chat rooms. This information and these materials have not been verified or approved by us. The views expressed by other users on our Sites do not represent our views or values.

Uploading content to our site

Whenever you make use of a feature that allows you to upload content to our Sites, or to make contact with other users of our Sites, you must comply with any reasonable content standards we may publish from time to time. These content standards apply to any and all material which you contribute to our site (Contribution), and to any interactive services associated with it (Content Standards). The Content Standards must be complied with in spirit as well as to the letter. The standards apply to each part of any Contribution as well as to its whole. A Contribution must be accurate (where it states facts); be genuinely held (where it states opinions); comply with the law applicable in England and Wales and in any country from which it is posted.

A Contribution must not be defamatory of any person; be obscene, offensive, hateful or inflammatory; promote sexually explicit material; promote violence promote discrimination based on race, sex, religion, nationality, disability, sexual orientation or age; infringe any copyright, database right or trade mark of any other person; constitute a breach of competition law; be likely to deceive any person;  breach any legal duty owed to a third party, such as a contractual duty or a duty of confidence; promote any illegal activity; be in contempt of court; be threatening, abuse or invade another's privacy, or cause annoyance, inconvenience or needless anxiety; be likely to harass, upset, embarrass, alarm or annoy any other person. impersonate any person, or misrepresent your identity or affiliation with any person. give the impression that the Contribution emanates from us, if this is not the case; advocate, promote, incite any party to commit, or assist any unlawful or criminal act such as (by way of example only) copyright infringement or computer misuse; contain a statement which you know or believe, or have reasonable grounds for believing, that members of the public to whom the statement is, or is to be, published are likely to understand as a direct or indirect encouragement or other inducement to the commission, preparation or instigation of acts of terrorism; contain any advertising or promote any services or web links to other sites.

When we consider that a breach of the above Content Standards has occurred, we may take such action as we deem appropriate. You warrant that any Contribution does comply with the above Content Standards (or such other standards as we may apply from time to time), and you will be liable to us and indemnify us for any breach of that warranty. This means you will be responsible for any loss or damage we suffer as a result of your breach of warranty. Any content you upload to our Sites will be considered non-confidential and non-proprietary, unless you explicitly advise us otherwise. You retain all of your ownership rights in your content, but you are required to grant us and other users of our site a limited licence to use, store and copy that content and to distribute and make it available to third parties. The rights you license to us are described below.

We also have the right to disclose your identity to any third party who is claiming that any content posted or uploaded by you to our site constitutes a violation of their intellectual property rights, or of their right to privacy. We have the right to remove any posting you make on our site if, in our opinion, your post does not comply with the content standards set out in our Acceptable Use Policy. You are solely responsible for securing and backing up your content.

Rights you are giving us to use material you upload

When you upload or post content to our Sites, unless you explicitly advise us otherwise, you grant us the following rights to use that content. You grant to EI a perpetual, worldwide, non-exclusive, royalty-free, transferable licence to use, reproduce, distribute, prepare derivative works of, display, and perform any user-generated content uploaded to our Sites. There shall be no restriction on EI’s right to use any such content for its own commercial purposes.

Viruses

We do not guarantee that our Sites will be secure or free from bugs or viruses. You are responsible for configuring your information technology, computer programmes and platform to access our Sites. You should use your own virus protection software. You must not misuse our Sites by knowingly introducing viruses, trojans, worms, logic bombs or other material that is malicious or technologically harmful. You must not attempt to gain unauthorised access to our Sites, the server on which our Sites are stored or any server, computer or database connected to our Sites. You must not attack our Sites via a denial-of-service attack or a distributed denial-of service attack. By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use our site will cease immediately.

Copyright

The EI is the owner or the licensee of all intellectual property rights in our Sites, and in the material published on it, unless explicitly indicated otherwise.  Those works are protected by copyright laws and treaties around the world. All such rights are reserved.

Copies of documents contained on the Sites may only be made available for information purposes and solely for the private use of the Sites’ users. Any use or reproduction of such documents for any other purpose whatsoever is expressly forbidden without the written permission of the EI. No licence or right, other than the right to view on the Sites, is granted to any person in respect of any intellectual property rights. Visitors accessing restricted files (i.e. documents available as part of a subscription or purchased from the Sites) must also agree to the Licence Agreement (see ‘Purchasing EI publications’ below) for such content.

The corporate name, logos and devices of the EI mentioned or depicted on the Sites are the property of the EI and may not be used without the prior written agreement of the EI. Our status (and that of any identified contributors) as the authors of content on our Sites must always be acknowledged.

Booking a place at a conference, event or on a training course

Public conferences, events or training courses

When completing the online booking form, the purchaser is liable for full payment of the fee and must cover any transfer fees applied by their bank if necessary. Full payment must be received before place(s) can be guaranteed. Discounted fees are available for EI members. Under UK Excise Regulations delegates from all countries are required to pay VAT on any event taking place in the UK. Invoices can only be requested up to 1 month prior to a conference, event or training course, otherwise payment must be by card online or by phone. Bookings may be made online up until the day before the event/course. If you register online after 12 noon the day prior to the event, please arrive at the venue with your receipt as proof of registration.

Bespoke / in-house training courses

Upon signature of the agreement, the purchaser is liable for full payment of the fee and must cover any transfer fees applied by their bank if necessary. The number of delegates attending the training must not exceed the figure specified in the agreement. Full payment must be received in advance of the agreed course dates. Discounted fees are available for EI members. Under UK Excise Regulations delegates from all countries are required to pay VAT on any event taking place in the UK.

Confirmations

Public conferences, events or training courses

Confirmation of registration and joining instructions will be sent to all delegates in advance of the event, conference or training course. If these are not received one week prior to the relevant events, please contact events@energyinst.org or webtraining@energyinst.org.

Bespoke / in-house training courses

The purchaser will be responsible for notifying delegates and providing joining instructions in advance of the scheduled training course. A full final delegate list should be provided to the EI one week prior to the training course.

Records relating to bookings

The EI is the Data Controller of any personal data supplied as part of a booking, and any subsequent interaction with the EI. All data will be managed in accordance with the EI’s Privacy Policy.

Cancellations

Public conferences, events or training courses

In the event of cancellation of attendance by the ticket purchaser, a refund, less 20% administration charge of the total monies due + VAT or 30% for International Energy Week bookings, will be made provided that notice of cancellation is received in writing at least 25 working days before the date of the event, conference or face-to-face or live online training course. No refunds will be paid, or invoices cancelled after this date. No refunds will be paid for self-paced online training courses if access to the course has already been provided.

The EI reserves the right, in its sole discretion, to change the venue, format, content or timing of the conference programme, the virtual location or hosting medium of the conference or conference platform or the identity of any speakers or exhibitors. The EI reserves the right to run the event in online-only format if so dictated by external circumstances. In such case, the sponsorship and delegate fee shall remain payable in full, and the EI shall not be required to refund the Sponsor or delegate for any proportion of the fee or otherwise be held liable for any other costs or expenses incurred by the Sponsor or delegate in connection with the conference.

Where an event, conference or training course is cancelled in its entirety, we will endeavour to reschedule. If it cannot be rescheduled, or the delegate cannot make the new date, the delegate fee will be refunded. However, in the unlikely event of the cancellation occurring for reasons beyond our control, to ensure all costs up to the point of cancellation are met, delegates will receive a refund less 50% of the total monies due or paid.

Bespoke / in-house training courses

In the event of cancellation by the purchaser, a refund, less 30% administration charge of the total monies due + VAT and less any trainer expenses already incurred, will be made provided that notice of cancellation is received in writing at least 25 working days before the start date of the face-to-face or live online training course. No refunds will be paid, or invoices cancelled after this date.

The EI reserves the right to run face-to-face training courses in online-only format if so dictated by external circumstances. In such case, the fee shall remain payable in full, and the EI shall not be required to refund the purchaser for any proportion of the fee or otherwise be held liable for any other costs or expenses incurred by the purchaser in connection with the training course.

Where a training course is cancelled by EI in its entirety, we will endeavour to reschedule. If it cannot be rescheduled, 100% of the fee will be refunded. However, in the unlikely event of the cancellation occurring for reasons beyond EI’s control, to ensure all costs up to the point of cancellation are met, the purchaser will receive a refund, less 30% administration charge of the total monies due + VAT and less any trainer expenses already incurred.

Transfers and substitutions

Public conferences, events or training courses

If the delegate would prefer to transfer to a different training course date, this will be administered at no extra charge provided that notice is received in writing at least 25 working days prior to the start of the course originally booked, and that there are spaces available on the desired course date. After this date transfers will be charged at the cancellation rate. Email: webtraining@energyinst.org

Once a delegate has transferred onto another training course, no refunds can be made for the cancellation of either course. Only one such transfer can be made per delegate.

If you are unable to attend an event or conference you have registered for, a substitute delegate may attend in your place, provided the EI Events team is notified in writing in advance. Only one such transfer can be made per delegate. Email: events@energyinst.org

Bespoke / in-house training courses

The purchaser may request a one-time rescheduling / transfer of the agreed course dates at no extra administration charge, provided that notice is received in writing at least 25 working days prior to the start of the course originally booked, and the trainer has availability on the desired course date. After this, any additional rescheduling / transfer requests will be charged at the cancellation rate.

Substitutions of delegates may be arranged at the purchaser’s discretion provided the EI Academy team is notified in writing in advance so that delegate access to the online course area can be appropriately managed.

Exclusion of delegates

The right to exclude any delegate, guest or substitution and to reject any application for registration for any conference, event or training course is reserved.

Additional terms relating to the International Energy Week and EI Awards gala dinners

Companies reserving 10 tickets will have an exclusive table. Any tables under 10 or any additional tickets above 10 may be accommodated on shared tables. Special requests for tables of 12 can be made; however, these are subject to availability and cannot be guaranteed at time of booking. Table allocation will be considered on a first-come, first-served basis. Tickets include a 4-course or 3-course meal. Drinks and liqueurs are an additional charge. Full payment must be received on or before the ‘early bird’ rate expires to receive the discount. All tickets are the same price, whether or not you and your guests are EI Members. Tickets for tables will be mailed one month before the event. If you have not received your tickets 7 days prior to the event please email events@energyinst.org. Note that the EI may be unable to meet requirements in full, and we suggest therefore that you do not invite guests until you have received confirmation of your booking.

Successful applicants should secure their guests’ consent to being in the printed guest list and submit names in writing to the EI at the latest one month before the event for inclusion. Name changes or additions submitted after this date cannot be included. Further information regarding the guest list will be provided with the tickets. Special dietary requirements will be accommodated if the hotel is notified at least two weeks before the event. Some requests may incur an additional charge. An additional charge will be levied by the venue to delegates requesting a special meal on the day. Dress is black tie with decorations. Please adhere to the dress code. Admission is strictly by ticket only. The EI and the hotel reserve the right to refuse admission.

Exclusion of liability

When booking any conference, event or training course the purchaser does so entirely at their own risk and the purchaser should make such insurance arrangements as they consider appropriate in the event that the any conference, event or training course is cancelled or otherwise disrupted for any reason. The EI shall accept no liability for, and the purchaser shall hold EI harmless against, any claim for loss of profits, loss of sales or business, loss of agreements or contracts, loss of anticipated savings, loss of or damage to goodwill or indirect or consequential loss in the event that any conference, event or training course is cancelled or otherwise disrupted for any reason.

Nothing in these Terms and Conditions limits any liability which cannot legally be limited, including the EI’s liability for death or personal injury caused by negligence or fraud or fraudulent misrepresentation.

Visa requests

The EI will issue Visa request letters for anyone needing them provided we have received full payment for the course or event. Those not receiving a Visa to enter the UK will be given a full refund less 20% administration charge of the total monies due + VAT for conferences and events, or £250 + VAT for training courses, provided the EI has been notified two weeks prior, or in the case of International Energy Week 3 weeks prior, to the course/event commencing. Refunds cannot be given after this date. The notification must be accompanied with proof that the visa has been denied – a scanned copy of the letter from the relevant UK Embassy will be sufficient. In the case of any irregularities, the EI may check with the relevant UK Embassy and reserves the right not to issue a refund if necessary.

Filming and photography

At events where photographers and videographers will be operating onsite, I agree that by entering, my photograph and video may be taken and this footage may be used by the Energy Institute for future promotional activities, as well as broader Energy Institute marketing purposes. There may also be camera crews and photographers present, working for the various news outlets that are approved by the Energy Institute. Please note that any questions you may ask during the conference sessions and briefings may be recorded.

Terms relating to sponsorship

In the unlikely event that an EI event is cancelled, EI will agree a replacement package across its activities to provide the event sponsors with suitable replacement benefits. Should that not be possible, sponsors will be liable for partial payment of their sponsorship fee to cover all benefits delivered by the EI up to the point when the event is cancelled. The sponsorship fee due to the EI will be calculated based on the cancellation period prior to the event, and will be as follows:

• More than 9 months to and including 12 months 20%
• More than 6 months up to and including 8 months 30%
• More than 4 months up to and including 6 months 50%
• More than 2 months up to and including 4 months 60%
• More than 1 month up to and including 2 months 70%
• Up to and including 1 month 80%

Where an event is held jointly with a sponsor or partner organisation, in accordance with our Privacy Policy, we may share details of registrants to the event with our co-hosts. Where we share such data, partners’ further processing of this is at their own risk. As a condition of receipt of such information they shall indemnity EI against all liabilities, costs, expenses, damages and losses (including but not limited to any direct, indirect or consequential losses, loss of profit, loss of reputation and all interest, penalties and legal costs (calculated on a full indemnity basis)) arising out of or in connection with their subsequent use of that data for any purposes.

This Licence agreement covers the supply of and access to electronic content provided through restricted access on the Sites (including PDF documents, movie files and all other media) and the use of hard copies of materials supplied, specifically where purchase of content is made; or subscription access (whether individual or corporate subscriptions) is provided.

Product description.

The Sites contain (1) fully searchable HTML text, titles, scopes and key words and (2) the full text for documents, generally supplied in PDF format, that are published by the EI. Additional file formats may also be included as part of the product. This includes, but is not limited to, MP3, MP4, JPEG, PNG, TIFF, EPS, MS Excel, MS Word, MS Powerpoint and Macromedia Flash files. This database and any documents or software used within the Sites which are accessed and paid for by a subscription or payment of a fee are hereinafter collectively referred to as the Product. Users should note that some parts of the Product may be owned by third parties and as such is governed by Licences provided by those third parties.

Licence and rights for print and electronic copies.

You acknowledge that the EI is the exclusive owner or (where applicable) the licensee of the Product, unless explicitly stated otherwise. The EI, in return for a fee, hereby grants you a non-exclusive and non-transferable single user licence to use the Product of which it is the exclusive owner. The Product fee includes a limited site licence to print a single copy of content accessed for personal use only. The Product may not be distributed, in whole or in part, elsewhere. Photocopying of pages printed from EI documents is especially forbidden unless such privileges are arranged for under separate contract with the EI. Users should note that some parts of the Product may be owned by third parties and as such is governed by Licences provided by those third parties. The EI will endeavour to ensure that you are made aware of any instance where this may occur.

Copyright

The EI is the owner or the licensee of all intellectual property rights in our Sites, and in the material published on it, unless explicitly stated otherwise.  Those works are protected by copyright laws and treaties around the world. All such rights, other than those granted by this license, are reserved.

No warranties

The information held on the Sites is for general information purposes only. Whilst the EI and its contributors have applied reasonable care in the selection of content housed on the Sites and the Product, no representations or warrantees, express or implied, are made by the EI concerning the applicability, suitability, accuracy or completeness of the information contained on the Sites. The EI accepts no responsibility whatsoever for the use of the information held on the Sites or of the Product. The materials and information (including the Product) are supplied to you on the condition that you, or any other person receiving them, will make their own determination as to their suitability and appropriateness for any proposed purpose prior to their use. Neither the EI nor any of the contributors shall be liable in any way for any liability loss, cost or damage incurred as a result of the use of the information contained on the Sites or the Product.

In applying reasonable care in the selection of content housed herein, the EI reserves the right to remove or reject content that is deemed to be inconsistent with the EI’s stated strategic aims, core values and commitments. No representations or warranties, either express or implied, of merchantable quality, fitness for a particular purpose or use, or any other nature whatsoever are made with respect to the materials, products and information contained on or available through the Sites. Where the Sites provide you with a facility for subscribing to or purchasing any product or service provided by the EI or its affiliates, additional terms and conditions of contract may apply you should read the appropriate order or registration form carefully.

Hearts and Minds

If a purchaser is a direct employee of an organisation and purchases electronic copies of Hearts and Minds branded materials using an account with said organisation’s email address (i.e. ‘purchaser_name@company_name.com’), EI grants the purchaser limited permission to transmit or network electronic and printed copies within said organisation to direct colleagues solely for the purpose of using the materials for training and information purposes. Electronic copies of Hearts and Minds branded materials may not be transmitted or networked to individuals outside of said organisation, including to contractors, sub-contractors, suppliers, or clients, nor stored on a network accessible to employees within the organisation, with the exception of temporary networks used for sharing the materials directly with employees partaking in said training activities. Printed copies may be made and distributed to a limited extent outside of said organisation to third party organisations (including to clients for consultancy purposes, contractors, sub-contractors and suppliers) where such third parties work directly with the organisation and the organisation’s efforts to improve its organisational culture. Onward selling of electronic or printed copies is prohibited

Records relating to your purchase

The EI is the Data Controller of any personal data you supply as part of your purchase, and your subsequent interaction with the EI.  Your data will be managed in accordance with the EI’s Privacy Policy.

General

Questions or correspondence concerning this Agreement may be directed to The Publications Department, Energy Institute, 61 New Cavendish Street, London W1G 7AR, United Kingdom or pubs@energyinst.org.

Please note that the purchaser is liable for full payment of the fee and must cover any transfer fees applied by their bank if necessary.

Individual membership

About the EI and your membership

A registered charity, incorporated by Royal Charter in 2003, the Energy Institute is the leading professional body for the energy sector. Its key objects include developing and promoting best professional practice, setting and certifying standards of education and practice, holding conferences, meetings and seminars, gathering and disseminating knowledge and developing and promoting training. In joining the EI, you are showing that you support these key objects and wish to benefit from the services offered by the Institute.

Terms of Conditions and the Code of Conduct

When you submit an application to become a member of the EI you are confirming your acceptance of these Terms and Conditions. This includes agreeing to abide by the EI’s Code of Professional Conduct, and disciplinary procedures should a complaint be made against you about conduct which may be in breach of the Code.

The EI’s membership grades

Membership of the EI is offered at the pre-professional grades of Affiliate, Student and Associate Member and the professional grades of Technician Member, Member and Fellow. The title Honorary Fellow of the EI is also awarded by invitation.

Use of post nominals

Individuals holding current professional membership of the EI are entitled to use the post nominals accorded to their grade of membership as follows

• Technician Member of the EI: TMEI
• Member of the EI:  MEI
• Fellow of the EI: FEI
• Honorary Fellow of the EI: HonFEI

Current Associate Members of the EI are entitled to use the post nominals AMEI.

Under the Code of Conduct, members must not use post nominals or professional titles to which they are not entitled.

Membership Benefits

As an EI member you will receive a range of benefits. The EI reserves the right to vary benefits that apply to particular grades of membership from time to time.

Depending on your membership grade, your member benefits will include a range of products, services and membership communications. These will be sent to you on the basis of the contact details you have provided. We will not be responsible for the non-delivery of products, services or communications if you have supplied us with an incorrect postal or email address or have not notified us of a change in your contact details.

Members are entitled to discounted fees for EI events, conferences and training.

Branches and YPNs

As part of your membership you will automatically become a member of a local branch of the EI, which will be allocated on the basis of your home address. You may also, if you wish, choose to be a member of up to two other branches. We also have Young Professional Networks (YPNs) in many branch areas.

Applying for membership and registration

Pre-professional membership

The EI offers three grades of pre-professional membership, Affiliate, Student and Associate Member (AMEI). Applications for pre-professional membership can be made using the EI’s online application form.

• Student membership

Student membership is intended for those who are currently studying with the intention of progressing to a career in any part of the energy sector. Student membership covers the full duration of the course being undertaken and those who go on to undertake a further qualification can also extend their Student membership further by notifying the EI of their new course and graduation date.

Students who have not upgraded to Associate Member or Affiliate within 12 months of graduation will normally be lapsed from membership.

• Associate Membership

Associate Member (AMEI) is the membership grade for those who are intending to work towards professional membership and/or professional registration. There are three bands of Associate membership. Lower fees are charged for those at the very beginning of their careers. Those who have graduated more than five years ago or have been Associate Members (inclusive of time spent on the predecessor grade of Graduate member – GradEI) for more than five years are charged a higher subscription rate.

Professional membership

Application for the professional membership grades (Technician, Member and Fellow) is via submission of an application form, which may be followed by a professional interview. You must first join the EI as an Associate Member or an Affiliate before you make an application for professional membership, unless it is via a direct entry route.

The assessment of applications for professional membership is overseen by the EI’s Membership Panel and Fellowship Board. Your election to the EI as a Member will be subject to approval by the EI’s Professional Development Committee; approval will be based on the recommendations made by the Membership Panel or Fellowship Board. Your admission to the membership following election will be subject to receipt from you of a pro rata subscription fee for the remainder of the year. This will be the difference between your subscription for your old grade of membership and that for the new, which again will be for that part of the year remaining.

The EI reserves the right to award membership of the EI at a different grade to that for which an individual has applied, if the recommendation of the Panel or Board following assessment is that the evidence submitted by the applicant does not satisfy the relevant assessment criteria.

The EI also reserves the right to terminate an application for membership or professional registration if the relevant application fees are not received within a reasonable time period. We also reserve the right to close your application if you are asked to provide further information or evidence in support of your application, and this is not received within six months.

Professional registration and other titles

In addition to its professional and pre-professional grades of membership, the EI awards a range of professional registrations and chartered titles, including a number which are awarded under license or approval from a third party such as the Engineering Council, the Society for the Environment or the Environment Agency.

Application for professional registration (such as Chartered Engineer, Incorporated Engineer, Engineering Technician, Chartered Environmentalist or Chartered Energy Manager) and for professional approval awarded through the EI (eg ESOS Lead Assessor) is via submission of an application form, which may be followed by a professional interview. You will need to be a professional member of the EI to be eligible to make an application for professional registration - but, if you wish, you may apply for professional membership and a professional registration at the same time.

The assessment of applications for professional registration is overseen by the EI’s Membership Panel. Your professional registration will be subject to approval by the EI’s Professional Development Committee; approval will be based on the recommendations made by the Membership Panel. Your admission to professional registration will be subject to receipt from you of any registration fees payable.

If you are granted professional registration via the EI, the EI will administer any fees payable to the relevant Licensing body on your behalf. Under the conditions of our License, we may also be required to pass details of your registration and the basis on which it was awarded to the relevant Licensing body for the purposes of confirming and administering your registration and any associated auditing processes. The Licensing body may also communicate with you on essential matters relating to registration and your records may also be reviewed by them as part of the periodic review of the EI’s license.

In many cases there are specific requirements which must be met for those holding particular types of professional registration or approval, for example in respect of CPD or Codes of Conduct. It will be the responsibility of the individual member to ensure that they are aware of and are compliant with any rules, regulations and codes pertaining to the specific registrations they hold.

Statements made in applications

If you are accepted into membership or are awarded professional registration but it subsequently emerges that the information you have provided in support of your application is misleading or false, the EI reserves the right to revoke membership or registration. If you hold a professional registration which is awarded by the EI under license from a third party, the relevant Licensing body will be informed.

Please note that the purchaser is liable for full payment of the fee and must cover any transfer fees applied by their bank if necessary.

Records relating to your membership

The EI is the Data Controller of any personal data you supply as part of your application for membership or professional registration, and your subsequent interaction as a member with the EI.

Your data will be managed in accordance with the EI’s Privacy Policy.

Renewal of your membership

Membership of the EI is a rolling agreement which will automatically renew on 1 January each year. The EI reserves the right to increase or vary the price of membership on an annual basis, and to determine the basis on which concessionary rates may apply. Fees for the coming year will be published on the EI website in October each year.

Members will receive a renewal notice in advance of the renewal date each year, including details of the membership and/or other fees (such as professional registration fees) which may be due. If you pay by direct debit, any payment arrangements you have made will continue, unless you notify the EI and your bank/building society of your wish to cancel your payment.

Membership services will be withdrawn for those whose membership is still unpaid two months after the due date (28 February). Membership will be lapsed if fees are not paid in full.

Transfer to another grade or upgrade

Members may transfer from their membership grade to another at any time during their membership on demonstration that they meet the criteria of the grade to which they wish to be transferred. In the case of transfer to professional membership grades, an application form and application fee will be required, and requests will be subject to review by the Membership Panel or Fellowship Board and, if your application is approved, ratification by the Professional Development Committee.

Termination of your membership

You may cancel your membership of the EI at any time by notifying us in writing by letter or email, and on payment of any fees outstanding. On termination of your membership, any professional registration or titles held by you and awarded by the EI will also be deemed to have been terminated, unless you have taken steps to formally transfer them to another professional body. If you hold registrations awarded to you by the EI under a license to a third party, the third party will be informed.

Reinstatement

Individuals who have left the EI may request to be reinstated at any time.

Professional Members who have been outside the membership for less than three years but who now wish their membership, registrations and/or other titles they obtained through the EI to be reinstated will be required to pay all fees relating to the period during which their membership was not current. If a professional member wishes to be reinstated after a period greater than three years outside the membership, they will be required to reapply through the usual procedure for membership.

Concessionary rates

Members may be eligible to pay at a concessionary rate following submission of a formal declaration that they satisfy concessionary rate criteria, as described on the EI website. The EI reserves the right to change the criteria for eligibility for concessionary rates to be granted, at any time and without notice.

Unless a concessionary rate has been granted on the basis that you are now fully retired, a new declaration must be submitted each year and you will be required to inform us if your circumstances change such that you are no longer eligible for a concessionary rate. Concessionary rates may not be applied retrospectively.

Refunds and transfer of membership

Membership fees and application fees are non-refundable and non-transferrable.

Energy Efficiency Experts is the Energy Institute’s online publicly accessible database of individuals who have a proven track record in energy efficiency consultancy. The database includes details of the level of knowledge, skill and experience that an individual has demonstrated in a range of sectors and technologies. All Energy Efficiency Experts registrants must be chartered in a relevant discipline and adhere to a strict Code of Conduct.

The Energy Efficiency Experts Code of Conduct and requirements of registration

When you submit an application to join the Energy Efficiency Experts, you are confirming your acceptance of the Terms and Conditions described in this document.  This includes agreeing to abide by the Energy Efficiency Experts Code of Conduct. Failure to adhere to the Code may result in disciplinary procedures being brought against you.

As a condition of your registration you will also be required to:

• Maintain your chartered status (ie the chartered status which was the basis of your admittance to the register).
• Submit evidence of your CPD annually.
• Submit evidence of affiliations, credentials and Professional Indemnity Insurance in accordance on request.
• Pay an annual subscription fee.

Failure to comply with these conditions may result in your removal from the register.

Benefits

As an Energy Efficiency Experts registrant you will receive a range of benefits, including promotion of your services through our online listing, and the right to use the Energy Efficiency Experts logo for the period during which your registration is current. The EI reserves the right to vary benefits from time to time. The EI makes no warranty, guarantee, promise or other representation (whether directly or indirectly) as to the extent of the benefit registration will confer on any individual registrant.

Your listing on the Energy Efficiency Experts register, communications about your registration and/or delivery of services will be on the basis of the information you provide. The EI will not be responsible for out of date listings or the non-delivery of products, services or communications if you have supplied us with an incorrect postal or email address or have not notified us of a change in your contact details, or the information you wish to be publicly displayed.

ESOS Lead Assessor status

Under approval granted to the EI by the Environment Agency, current Energy Efficiency Experts registrants are eligible to act as Lead Assessors for phase 3 of the Energy Savings Opportunity Scheme (ESOS) in the UK, provided that they meet requirements set by the Environment Agency.

Applying for Energy Efficiency Experts registration

Application for admission to Energy Efficiency Experts is via submission of an application form, followed by a professional interview.  The assessment of applications for admission is overseen by the Energy Efficiency Experts Validation Panel.

If your application to the register is successful, your admission will be subject to receipt from you of a pro rata subscription fee for the remainder of the year.

The EI also reserves the right to terminate an application for Energy Efficiency Experts if the relevant application or subscription fees are not received within a reasonable time period. We also reserve the right to close your application if you are asked to provide further information or evidence in support of your application, and this is not received within six months.

If you are accepted onto the register but it subsequently emerges that the information you have provided in support of your application is misleading or false, the EI reserves the right to revoke your registration.

Records relating to your Energy Efficiency Experts registration

The EI is the Data Controller of any personal data you supply as part of your application to join the Register, and your subsequent interaction as a member with the EI.

Your data will be managed in accordance with the EI’s Privacy Policy.

Renewal of your Energy Efficiency Experts registration

Your Energy Efficiency Experts registration is a rolling agreement which will automatically renew on 1 January each year. The EI reserves the right to increase the price of your registration on an annual basis. Fees for the coming year will be published on the EI website in November each year.

You will receive a renewal letter and invoice for your annual subscription in advance of the renewal date each year. You will be removed from the register if your subscription is still unpaid two months after the due date (28 February).

Termination of your Energy Efficiency Experts registration

You may cancel your Energy Efficiency Experts registration at any time by notifying us in writing by letter or email, and on payment of any fees outstanding.  On termination of your registration, your name will be removed from the Energy Efficiency Experts online listing.

Reinstatement to Energy Efficiency Experts

Individuals who have been outside the register for less than three years may request to be reinstated. You will be required to pay a reinstatement fee and any fees outstanding, and your readmission will be subject to your provision of evidence that you have maintained your knowledge skills and understanding through appropriate CPD while you were outside the register. If you have been outside the register for more than three years, you will be required to make a new application to join the register.

Refunds and transfer of registration

Registration fees are non-refundable and non-transferrable.

Becoming accredited or approved with the EI

The EI is licensed by the Engineering Council to award accreditation for academic programmes in respect of the professional titles Chartered Engineer (CEng) and Incorporated Engineer (IEng), and to approve vocational qualifications in respect of the title Engineering Technician (EngTech). The EI is also licensed to accredit programmes developed by companies to deliver Initial Professional Development (IPD) in respect of the titles CEng or IEng.

The EI can also accredit programmes in relation to two titles which are exclusive to the EI, Chartered Energy Manager and Member of the Energy Institute (MEI). Companies can also be accredited for MEI status.

Accreditation and approval are both a rigorous process providing an assurance that your programme meets the high standards set by the engineering and/or energy professions. It demonstrates to students, staff, employees and the wider community that you are committed to the professional development of your students/employees and to meeting national standards in the energy sector.

Applying for academic accreditation or approval

The criteria is detailed in our document ‘Guidance note for academic accreditation.’

If you wish to apply for accreditation or approval of a programme offered by your educational establishment, your department (or equivalent) must first become a Learning Affiliate Member of the EI, for which there is an annual fee. As a Learning Affiliate of the EI you will receive a range of benefits. The EI reserves the right to vary these benefits from time to time. Fees for Learning Affiliate status are reviewed annually.

As part of your Learning Affiliate Member status, two of your members of staff will receive free Affiliate member status with the EI, one of whom will be the main point of contact. The EI will not be liable for the non-delivery of communications, products and services if you have supplied us with an incorrect postal or email address or have not notified us of a change in personnel.

In making an application for accreditation or approval, you are making a commitment to maintain Learning Affiliate status, and to maintaining the standards and content of your programme such that you meet the criteria, for the full period of your accreditation or approval.

As a condition of accreditation or approval your establishment will be required to have appropriately qualified staff including a minimum of

1. Two professional members of the Energy Institute
2. For all accredited or approved engineering programmes, two members of staff holding appropriate registrations

Applying for company accreditation

The criteria for company accreditation is detailed in our document ‘Guidance note for Company Accreditation’.

If you wish to apply for accreditation of a programme offered by your company, your organisation must first become a Company Member of the EI, for which there is an annual fee. As a Company member, you will receive a range of benefits. The EI reserves the right to vary benefits that apply to your company from time to time. Fees for Company Membership are reviewed annually.

As part of your Company Membership, two of your members of staff will receive free Affiliate member status with the EI, one of whom will be the main point of contact. The EI will not be liable for the non-delivery of communications, products and services if you have supplied us with an incorrect postal or email address or have not notified us of a change in personnel.

In making an application for accreditation, you are making a commitment to maintain Company membership status for the full period of your accreditation and to maintaining the standards and content of your programme such that you meet the accreditation criteria, for the full period of your accreditation.

The accreditation and approval partnership

The EI sees accreditation and approval as a partnership in which the EI and the company or institution are committed to working together for mutual benefit. In the initial stages of the application process, the EI will look at current or planned engagement between an institution or company and the EI, as evidence of this commitment.

The accreditation and approval process

It will be the decision of the Accreditation and Approvals Panel (AAP) to determine whether, on the basis of your application, we are able to progress your request for your programme or course to be accredited or approved at a given time.

This process for determining your application will be in two stages

• Review of the evidence you have submitted in your paper application;
• and if we are able to proceed on the basis of your application, attend a visit to your teaching premises

If there is insufficient evidence in your application for the visit to go ahead, you will be given feedback and advice on what you will need to do before you reapply.

Accreditation/approval costs

If you are new to the EI process, you must join the EI as a Learning Affiliate or Company Member before progressing your application.

At the time of your application, you will be advised of any fees charged for accreditation or approval if applicable.

As part of the application process, you will also be required to cover visiting panel expenses. Payment must be made by the institution or company prior to the EI attending any visit. If expenses exceed the initial amount, we have invoiced to you, a second follow up invoice will be sent to the institution or company on completion of the visit. All invoices must be settled before accreditation or approval is granted.

If a programme falls short of what was accredited or approved on the last visit, a review visit may need to be carried out during the accreditation/approval cycle, the institution or company will be required to pay for the expenses incurred during any review visit.

For more information about fees, please refer to our guidance documents.

The expenses payment and any other fees charged are non-refundable. Application fees, if charged, are also non-refundable.

Period of accreditation or approval

Accreditation and approval is normally granted for a period of five years, though there may be situations where a shorter period of accreditation or approval is granted – for example, to harmonise expiry dates if you have a number of programmes, so that future visits  can be conducted at the same time.

The EI reserves the right to

• conduct a review visit at any time, regardless of whether the programme has reached the end of its accreditation or approval period, if concerns are raised relating to the quality or delivery of a programme, such that the Accreditation and Approvals Panel determines a review is necessary
• withdraw accreditation/approval following such a visit if there is evidence that the criteria is not being met.

Requirements and recommendations

Accreditation or approval may be granted with a number of requirements or recommendations.

Requirements are conditions which must be met within an agreed timescale. If requirements are not met within this timescale, accreditation or approval may be suspended.

Recommendations are suggested areas for development or improvement, and are advisory, but your institution may be asked to explain why you have decided not to comply with a recommendation in any subsequent visits.

Promotion of your programme

If your programme is accredited or approved by the EI, it will be added to the listing of programmes on the EI website. If your programme is accredited or approved by the EI acting under license from a third party (for example the Engineering Council), it will also be listed on the Engineering Councils accredited course search (ACAD) or for approved programmes, on the database of Technician Qualifications.

The EI Learning Affiliate logo is the designated logo for Learning Affiliate Members and is only to be used by educational establishments that have Learning Affiliate Membership with the Energy Institute. Institutions are encouraged to promote Learning Affiliate Membership through their website and promotional literature.

The EI Company Membership logo is the designated logo for Company Members and is only to be used by companies that have been awarded this status by the Energy Institute. Institutions are encouraged to promote Company Membership through their website and promotional literature.

The EI Accreditation logo is the designated logo for accredited programmes and is only to be used by organisations that have accredited programmes with the Energy Institute. Institutions and companies are encouraged to promote accredited status through their website and promotional literature. Accredited engineering programmes will be provided with wording to add to your KIS statements for the UNISTAS website.

The EI Approval logo is the designated logo for approved qualifications and programmes and is only to be used by organisations that have approved programmes with the Energy Institute. Institutions are encouraged to promote approved stats through their website and promotional literature.

Any wording used by the institutions and companies that is not provided by the Energy Institute, must accurately reflect the membership, approval or accreditation awarded.

Other versions of the EI logo may not be used in place of these logos.

Changes to accredited or approved programmes

Institutions must advise the EI in writing of any plans to make substantial or significant changes to an accredited or approved programme during a period of accreditation or approval.

Re-accreditation and re-approval

Re-accreditation or re-approval of a programme follows the same process as for the initial accreditation or approval.

Withdrawal or end of accreditation or approval

The EI reserves the right to withdraw or suspend accreditation or approval at any point if

• following investigation, the institution or company is found to be no longer compliant with the standards against which they were accredited or approved
• the institution fails to pay the fees due within three months of invoice
• the evidence submitted by an institution within an application is found to be false or misleading
• the status of accreditation or approval is misrepresented by an institution
• a requirement of accreditation or approval is not met within the specified timescale

Where accreditation or approval has been granted by the EI under a license it holds from a third party e.g. the Engineering Council, any actions taken will be in accordance with guidelines set by that organisation.

The EI also reserves the right to terminate an application if the information required as part of the process is not provided within a reasonable period of time.

Where accreditation or approval is suspended or terminated, or a programme is not re-reviewed, it will be the responsibility of the institution to advise students or employees undertaking such programmes who may be affected.

Storing of information

The EI will keep records of meetings and agreements with regard to the accreditation or approval. This may include the names of persons within your institution or company and contact details you have supplied as part of the process. All data will be stored in accordance with the EI privacy policy.

Where accreditation or approval is granted under licence from a third party, the EI is required to provide details of then decision with the licensing body, who may publish details of your programme status on their database. The EI will be subject to periodic review of its licence; as part of this review the licensing body may require us to share documentation relating to the way in which we have processed your application with the licensing review panel.

Energy Institute March 2019

When you submit an application to become a Company Member of the EI, you are confirming your acceptance of the following Terms and Conditions.

Breach of the Terms and Conditions may lead to the withdrawal or suspension of your Company Member status.

The EI is the Data Controller of any personal data you supply as part of your application, and any subsequent interaction as a member of the EI or Representative for your Company Membership. Your data will be managed in accordance with the EI’s Privacy Policy.

About Company Membership

• Company Membership is a partnership between the Energy Institute and individual organisations operating in the energy sector.
• As part of the Company Membership offer, the EI makes available a range of services and support, which we hope will be taken up to the full.
• Company Member status does not imply the EI endorsement of products or services offered by an organisation, or of any particular policies or activities.

Applying for Company Membership

• Receipt of an application does not imply acceptance. The EI reserves the right to terminate an application for Company Membership if relevant fees or information required in support of an application are not received within a reasonable time period.
• As part of your application, you will need to designate either one or two members of your staff team who will act as your Representatives in your relationship with the EI. Your Representatives must be individual members of the EI, but your Company Membership includes up to two free individual Affiliate memberships of the EI which can be given to your Representatives if they are not already EI members.

The ongoing relationship

• As a Company Member, you will receive a range of benefits. The EI reserves the right to vary these benefits from time to time.
• Membership benefits and updates are communicated through the Company Member Representatives, and so it will be the responsibility of your Representatives to disseminate this information to other members of staff, and promote membership of the EI.
• It will also be the Representative’s responsibility to inform the EI if any update of information pertinent to the company’s listing on the publicly accessible Company Member database is required.
• The EI will not be liable for the non-delivery of communications, products and services if you have supplied us with an incorrect postal or email address, have not notified us of a change in Representative, or have not appointed a new one following a change in your staff team.

Renewal of Company Membership

• Company Membership of the EI is a rolling agreement which will automatically renew on 1 January each year.
• Membership runs from January to December and the subscription fees for new Company members joining are pro-rated each quarter.
• The EI reserves the right to increase or vary the price of membership on an annual basis. Fees for the coming year will be published on the EI website in November each year.
• Company Members will receive a renewal letter and invoice in early December each year.
• Your Company Membership may be lapsed if relevant fees remain unpaid more than 3 months after the due date.
• Annual subscription fees are non-refundable.

Termination of Company Membership

• You may cancel your Company Membership of the EI at any time by notifying us in writing by letter or email.
• The EI reserves the right to withdraw or suspend your membership if you are found to be in breach of the Terms and Conditions and in particular if you
  • have failed to pay fees within a reasonable period of time
  • have made a statement in your application which is false or misleading
  • have misrepresented your Company Member status
  • have falsely implied EI endorsement of products, services, policies and activities of your Company

EI Company Member logo

• The EI Company Member logo is the designated logo for Company Members. Its use is strictly limited to companies awarded Company Member status by the EI. Use of the logo is only permitted if Company Membership status is current, and the relevant fees have been paid.
• Company Members are encouraged to promote Company Membership through their website and promotional literature.
• You will be sent the logo on making a successful application for Company Membership. Up to date Company Membership logos for use in your company literature are available from the EI Professional Affairs team who can be contacted at membership@energyinst.org. Other versions of the EI logo may not be used in place of this logo.
• The logo must not be used inappropriately, or in a misleading way, or to falsely imply EI endorsement of particular products, services, policies or activities.
• The logo must be removed from all channels on cancellation or withdrawal of a company from Company Membership.

If you have made an error in your one-off donation or if you change your mind about wishing to donate to the Energy Institute, we will happily refund your donation, provided that you contact us within 14 days of the donation being made. Your refund will be credited to the card from which it was taken.

To request a refund, please call 0207 467 7100 or email accounts@energyinst.org with the subject ‘Donation refund’ and include your name and address and the donation amount that you would like refunded.

If you become aware that your card has been used fraudulently, please contact your card provider.

Written confirmation of room hire is required and must be made by email. All listed prices are subject to VAT. A 10% discount is available to members on the room hire. If cancellation is made after a confirmed booking, a 10% cancellation fee will be charged. If a cancellation has to be made within five working days prior to the booking, then a 50% charge be will applicable. Opening hours are 08:00 – 17:00; the building closes at 17:30. Meetings running beyond 17:30 will incur additional charges and will be charged at an hourly rate. Please be advised due to the constraints of the building design we are unable to offer wheelchair access (there are no disabled toilet facilities available).

A deposit of the full room hire price will be taken on a confirmed booking, and we would kindly ask that this could be paid in advance of the booking date.

Your use of our Sites, products and services and all matters relating to the interpretation and operation of these terms and conditions shall be governed in accordance with the laws of England and Wales. The English courts shall have exclusive jurisdiction over any dispute arising.

Please email info@energyinst.org in the first instance if you wish to extend, or have any general queries, about these Terms and Conditions.