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UNFC and Competent Persons

Competent Person(s) plays a role in resource management functions in some jurisdictions, especially in corporate reporting for solid minerals.  In some of the national codes or classification systems, the issue of competency has been very well addressed, but a large number of national codes are silent on this matter. In some cases such as the government resource or internal company resource management functions, the issue of competency is not always clear. 

Recognition of competency is now becoming a challenge in many countries where no national codes or classification systems exist but are aspiring to bring in place national systems that are expected to clarify these issues. It will be in the interest of all stakeholders to see that the issue of competency is addressed globally and evenly across commodities.

The Expert Group on Resource Classification at its sixth session in 2015 requested the Bureau to prepare guidance notes on the use of Competent Person or Persons and its relationship with the United Nations Framework Classification for Resources (UNFC) and was reiterated in 2016. Subsequently, two guidance documents were prepared and approved by the EGRC in 2017.

Competent Person Guidance

Guidance Note to support the UNFC Specification for Evaluator Qualifications 

This document provides additional information regarding the specification for Evaluator Qualifications (Specification M) as documented in the United Nations Framework Classification for Fossil Energy and Mineral Reserves and Resources 2009 (UNFC-2009) incorporating Specifications for its Application, ECE Energy Series No. 42, Part II, Annex I. Further, it provides a link to a companion document (ECE/ENERGY/GE.3/2017/5) that is not an integral part of UNFC, but which has been prepared on behalf of the Expert Group and contains detailed guidance on appropriate quality assurance mechanisms, qualification criteria and/or disclosure obligations that can be adopted in circumstances where explicit mandatory competency requirements are considered desirable.

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Guidance Note on Competent Person Requirements and Options for Resources Reporting

This document provides non-mandatory guidance for organizations or entities such as national governments, financial institutions and companies, who wish to establish appropriate quality assurance mechanisms, qualification criteria and/or disclosure obligations that can be adopted in circumstances where competency requirements are considered desirable. This document sets out the purpose, scope, definition of a Competent Person, as well as the requirements for and governance of a Competent Person. The guidelines contained in this document reflect options that could be selected, refined and imposed by an organization when UNFC or an officially aligned system may be adopted as the classification system and/or mandatory reporting system.

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Competent Persons Task Force

Competent Person Task Force has been constituted for preparing appropriate guidance documents on the need, definition and responsibilities of a Competent Person (s) for public reporting functions.