In Site Spring 2010 Authors: Spring 2010 In Site Kevin Greene kevin.greene@klgates.com +44.(0)20.7360.8188 Welcome to the Spring 2010 edition of In Site. In this edition we consider the new CRC Energy Efficiency Scheme, a UK-wide mandatory emissions trading scheme which is expected to come into force on 1 April 2010. Inga K. Hall inga.hall@klgates.com +44.(0)20.7360.8137 Daniel T. Lopez daniel.lopez@klgates.com +44.(0)20.7360.8152 Sophie Charveron sophie.charveron@klgates.com +44.(0)20.7360.8154 Bonny Hedderly bonny.hedderly@klgates.com +44.(0)20.7360.8192 K&L Gates includes lawyers practicing out of 36 offices located in North America, Europe, Asia and the Middle East, and represents numerous GLOBAL 500, FORTUNE 100, and FTSE 100 corporations, in addition to growth and middle market companies, entrepreneurs, capital market participants and public sector entities. For more information, visit www.klgates.com. Our adjudication update focuses on natural justice issues, including the recent clarification of the scope of the slip rule in ROK Building Ltd v Celtic Composting Systems (No. 2) and the importance of limiting the number of rounds of submissions in an adjudication in GPS Marine Contractors Ltd v Ringway Infrastructure Services Ltd. The case of RWE Npower PLC v Alstom Power Limited shows that incorporation of the Scheme for Construction Contracts into a contract not otherwise bound by the Construction Act can have unintended consequences. For more information on any of these articles, or any other issue relating to construction and engineering law, please contact any of the authors or your usual K&L Gates’ contact. Carbon Reduction Commitment – the CRC Energy Efficiency Scheme What is the CRC? The Carbon Reduction Commitment Energy Efficiency Scheme (“CRC”) is a mandatory, UK-wide, auction-based emissions trading scheme for large businesses and public sector organisations. The CRC Energy Efficiency Scheme Order 2010 (made under powers in the Climate Change Act 2008) is expected to come into effect on 1 April 2010. It incorporates incentives and challenges to encourage businesses and the public sector to reduce energy use by taking steps to become more energy efficient. Whilst energy-intensive industries are already covered by climate change legislation, such as the EU Emissions Trading Scheme, the CRC will target organisations that are not energy-intensive but nevertheless contribute significantly to the UK’s total greenhouse gas emissions. The Environment Agency (“EA”) will be largely responsible for administering the CRC and estimates that around 20,000 large public and private sector organisations will be involved in the CRC in some way. Most of these organisations will simply need to make periodic information disclosures to the EA about their electricity usage, but it is expected that there will be around 5,000 organisations that will not only have to record and monitor their CO2 emissions, but also purchase allowances equivalent to their emissions each year. Such organisations may also receive a revenue recycling payment each year, based on their performance in the previous year. In Site purchase allowances to emit CO2 in each subsequent year (running April to March). Thresholds and coverage Qualification for CRC is assessed by reference to electricity usage. An organisation will qualify for full CRC participation if (i) at any point during the relevant qualification period, it had at least one half-hourly meter (“HHM”) settled on the half-hourly market and (ii) its annual electricity supply through all HHMs was at least 6,000 MWh. HHMs are used by electricity suppliers to calculate electricity bills, and the “half-hourly market” is the electricity market used by suppliers and generators to calculate balance or imbalance in the amount of electricity generated and supplied. At current energy prices, the 6,000 MWh threshold means that the CRC will impact businesses with electricity bills of approximately £500,000 per annum. Large offices, hotel chains and shopping centres are likely to be caught by this threshold, along with schools, local authorities and PFI/PPP entities. Detailed guidance for organisations as to whether the CRC will apply to them (and, if so, what they must do) is given in the EA’s “The CRC Energy Efficiency Scheme User Guide” and which can be accessed via www.decc.gov.uk. Key obligations During the introductory phase, allowances will be sold at a fixed price of £12 per tonne of CO2. This phase will not include a cap so CRC organisations will be allowed to purchase as many allowances as they need to offset their total emissions. This phase is intended to allow CRC organisations to develop their energy efficiency strategies and to become familiar with the scheme without being constrained by a cap. • From the end of the introductory phase in 2013 however, the number of allowances will be capped. Allowances can be purchased by way of an online auction run by the Government. There will not be any fixed price from 2013 onwards, rather the price will be set by the market. Organisations will need to monitor their electricity consumption in order to evaluate the number of allowances they will need to purchase each year. • The number of allowances auctioned each year will decrease in line with the Government's target to reduce CO2 emissions, thus providing incentives to decrease energy usage and increase the energy efficiency of the CRC organisations’ operation. • The CRC Order provides for both criminal and civil penalties to enforce compliance with the scheme. It is likely that the initial threshold energy use will be lowered over time so that the CRC captures all CO2 emissions from buildings. More stringent obligations may also be imposed at a later stage. It should also be borne in mind that, whilst electricity use is the threshold, once a CRC organisation crosses that threshold all nontransport energy use within the UK (such as natural gas, fuel and oil) will be caught by the CRC. The CRC timeline The CRC comprises 7 phases governing emissions targets from now until 2043. The initial introductory phase will run from 1 April 2010 to 31 March 2013. For practical purposes this means that initially: • from April 2010, organisations covered by the CRC have to disclose their total electricity consumption per half hour to the Government; and • from April 2011, those organisations meeting the threshold outlined above will have to Who is responsible? The “customer” of the electricity supplier is the person or entity who has to comply with the CRC obligations. It may not, however, always be obvious who this will be. In the case of parent and subsidiaries, for example, they will be treated as one single entity. The parent company acts as the primary responsible entity under the CRC, although it may not itself use enough energy to be captured by the CRC. Consequently, if the total annual electricity use of all subsidiaries within a group having halfhourly meters exceeds 6,000 MWh, the group will be caught by the CRC. Also of interest is how the CRC will impact on the landlord and tenant relationship. Landlords who are CRC participants will be responsible Spring 2010 2 In Site under the CRC for energy consumed in relation to both the buildings they themselves occupy and their tenanted buildings where they procure the energy their tenants consume. Where a tenant itself procures the energy it consumes, it will be responsible for that energy consumption and the resulting emissions (where it is large enough to be a CRC participant in its own right). Issues will arise in multi-let buildings where the landlord is responsible for the supply of energy for the building and, therefore, the landlord's energy performance will be affected by the activities of its tenants. The way tenants use and occupy buildings could have very real financial implications for the landlord. A property industry consultation was recently held with a view to proposing standardised drafting in lease documents on issues such as how CRC costs should be apportioned between landlords and tenants in new leases. The results of that consultation are awaited. Conclusion The CRC is not a building regulation as such but its aim is ultimately to enhance the efficiency of existing and future buildings in the UK. The decrease over time in the number of available allowances and the increase of the carbon price are intended to incentivise construction companies and building owners/developers to improve the energy efficiency of buildings in the UK and should encourage landlords and tenants to work together to improve overall energy efficiency. Adjudication update: natural justice issues Application of natural justice principles is obviously important in order to give parties confidence in the adjudication process. Equally importantly, however, spurious arguments that the rules of natural justice have been breached should not prevent enforcement of adjudicators’ decisions. In this article we examine two recent Technology and Construction Court decisions which considered the appropriate boundaries to enforcement challenges based on alleged natural justice breaches. Scope of the slip rule The recent case of ROK Building Ltd v Celtic Composting Systems Ltd (No. 2) [2010] EWHC 66 (TCC) confirmed the limits of an adjudicator’s power to correct his or her decision using the “slip rule”. Adjudicators have either an implied power to correct genuine mistakes or accidental clerical errors (see Bloor Construction (UK) Ltd v Bowmer & Kirkland (London) Ltd) or, as in the ROK case, an express contractual power. The sub-contract between the parties contained a provision in clause 28 that the adjudicator could, within 5 days of delivery of his decision, “correct his decision so as to remove any error arising from an accidental error or omission or to clarify or remove any ambiguity”. The contractor (Celtic) sought to resist enforcement of an adjudicator’s decision in favour of the sub-contractor (ROK) on the grounds that the adjudicator had acted unfairly and contrary to the rules of natural justice in a number of ways, including a failure to apply the slip rule. As well as inviting the adjudicator to apply the slip rule to correct minor typographical errors (which he did), Celtic also wanted the adjudicator to make more substantive changes to his decision, such as clarifying why he had not referred to certain incomplete works, and to open up and revise a payment certificate to reflect his decision. The adjudicator declined to do so, stating that those requests “…go beyond the terms of clause 28 of the procedure and to the heart of my decision”. The court agreed with the adjudicator, holding that what Celtic was asking the adjudicator to do fell outside the scope of the contractual slip rule and that the adjudicator “…does not have a right to correct so wholly to reconsider and re-draft substantive parts of his decision and in effect to change his mind on material points of principle”. In effect, Celtic was alleging that the decision was wrong, and that is not a matter for the slip rule. It is a matter for final determination by the courts or arbitration. Reservation of rights and rejoinders In GPS Marine Contractors Ltd v Ringway Infrastructure Services Ltd [2010] EWHC 283 (TCC) the contractor (GPS) commenced an adjudication against the employer (Ringway) under the Scheme for Construction Contracts (England and Wales) Regulations 1998 (‘the Scheme”). Ringway wrote to the adjudicator shortly before it served its response, seeking to reserve its right to challenge the adjudicator’s Spring 2010 3 In Site jurisdiction. As well as a list of specific grounds of challenge, Ringway reserved its right to raise “…further jurisdiction issues which we have not had time or opportunity to investigate. Our client’s position in this respect is reserved and the above list should not be understood to be exhaustive”. Ringway continued to reserve its rights in the response. After GPS served its reply, Ringway served a rejoinder two days before the decision was due. No rejoinder had been provided for in the adjudicator’s directions and, in response to Ringway’s request to make further submissions, the adjudicator expressly said a rejoinder could not be served. The adjudicator refused to consider the rejoinder and subsequently found in favour of GPS. The court declined to enforce the adjudicator’s decision at summary judgment stage. Ringway argued that it had evidence that the parties had compromised the dispute at an earlier meeting and the court held that, given that there were weak, but real, prospects of this argument succeeding, summary judgment was not appropriate. What is interesting about this is that the “compromise argument” was not one of the specific grounds of challenge Ringway raised at the beginning of the adjudication but, on the facts of the case, the general reservation was found to be sufficient to allow Ringway to take the point in enforcement proceedings. As the court put it, “..the question in this case [was]…whether the words of general reservation were sufficiently clear to prevent Ringway’s subsequent participation in the adjudication from amounting to a waiver or an ad-hoc submission”. The other main point of interest in this case is that the court held that the adjudicator had not breached the rules of natural justice by refusing to consider the rejoinder. In particular, in the context of the tight timetable governing most adjudications, an adjudicator is entitled to, and needs to, limit the number of rounds of submissions. The timetable the adjudicator had set in this case was a fair one, and there was no “crucial new aspect” to the case which would justify the rejoinder. The adjudicator had also made it clear that permission was not given for a rejoinder, but Ringway served it anyway. RWE Npower PLC v Alstom Power Limited The recent decision in RWE Npower PLC v Alstom Power Limited [2010] EWHC B40 (TCC) is of particular interest to the drafters of bespoke contracts which are not automatically subject to the payment and adjudication provisions of the Construction Act (the “Act”). The contract between RWE (as employer) and Alstom (as contractor) was not a “construction contract” for the purposes of Part II of the Act as it fell within the power and water industries exemptions in section 105. As such the Act did not apply. Nevertheless, the parties agreed to incorporate the adjudication provisions of the Scheme into a deed of variation regarding the contract. A dispute arose when certain boiler repair works overran and Alstom referred its claim for extra costs to adjudication. Alstom was successful, but RWE then sought to set off a separate claim for liquidated damages against the extra costs awarded by the adjudicator (without issuing a withholding notice). This would not be permissible if the contract was a “construction contract”, as section 111 of the Act prohibits set-off against a sum due without a valid withholding notice. RWE argued that where an adjudication is purely contractual and no withholding notice provisions are involved, enforcement of an adjudicator’s decision can be resisted on the grounds of set-off unless the contract clearly excludes that right. RWE said it had an express contractual right of set-off and that incorporation of the Scheme was not sufficient to displace that right. The court disagreed and held that “…by choosing to incorporate the provisions of the Scheme rather than their own bespoke provisions for adjudication, the parties intended to import into the contract the parliamentary intention underlying the Scheme… The express choice of the Scheme, rather than of any other set of adjudication provisions, brings with it the purpose underlying it and the interpretation it has received in its statutory context”. The wording of the set-off clause was not, on the facts of this case, sufficient to displace the intention behind the Scheme, namely that “...adjudication decisions…be honoured without resort to the set-off of cross-claims”. A deduction by way of set-off from the sum Spring 2010 4 In Site ordered by the adjudicator to be paid would not be due compliance with the decision. The decision may well have been different if the wording of the set-off clause had been more explicit and it is also worth noting that if the parties had written out the Scheme terms as bespoke contract terms and not actually referred to “the Scheme” itself, these unintended consequences, i.e incorporation of the payment principles of the Act, might have been avoided. Anchorage Austin Beijing Berlin Boston Charlotte Chicago Dallas Dubai Fort Worth Frankfurt Harrisburg Hong Kong London Los Angeles Miami Moscow Newark New York Orange County Palo Alto Paris Pittsburgh Portland Raleigh Research Triangle Park San Diego San Francisco Seattle Shanghai Singapore Spokane/Coeur d’Alene Taipei Tokyo Warsaw Washington, D.C. 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