File 15: Assessors, certificates and evidence
The people and paperwork behind a rating: assessors, accreditation, visits, errors and records to keep.
The file guide
Working guides on this file
Assessors, certificates and evidence An Assessor Code of Conduct What a code of conduct requires of energy assessors, in competence, honesty, independence and care, and how clients can use it. Assessors, certificates and evidence An Assessor Complaints Process How an assessor complaints process works step by step, what to include, and what outcomes to expect, in general terms. Assessors, certificates and evidence An Assessor Visit: What to Expect What happens during an assessor visit, how to prepare, how long it takes, and what to do after the assessor leaves. Assessors, certificates and evidence Assessor Continuing Development Why assessors must keep learning, what continuing development covers, and how clients can check that an assessor is current. Assessors, certificates and evidence Assessor Data Handling How assessors should handle personal and property data, what clients should expect, and how data protection shapes assessment practice. Assessors, certificates and evidence Assessor Insurance, in General What insurance means for energy assessors and their clients, what kinds exist in general, and what to check before engaging an assessor. Assessors, certificates and evidence Assessor Qualifications and Accreditation What qualifications energy assessors hold, how accreditation schemes oversee them, and how to verify a qualification for a specific job. Assessors, certificates and evidence Assessor Tools and Software What tools and software assessors use, from measuring devices to calculation software, and how tool quality affects certificate accuracy. Assessors, certificates and evidence Assessor vs Installer Roles How assessor and installer roles differ, why keeping them distinct protects owners, and how the two roles should work together on a project. Assessors, certificates and evidence Certificate Errors and Corrections How certificate errors arise, how to spot them, and how to get a certificate corrected through the assessor and the scheme. Assessors, certificates and evidence Certificate Evidence to Keep Which documents to keep alongside a certificate, why each one matters, and how a complete evidence file saves time at sale, letting or retrofit. Assessors, certificates and evidence Certificate Retention Periods How long certificates and assessment records should be kept, by whom, and why retention matters for transactions, compliance and future work. Assessors, certificates and evidence Certificate Translation and Accessibility How certificates can be made accessible to people who need translation, large print, or other formats, and what the limits of translated certificates are. Assessors, certificates and evidence Certificates and Building Records How certificates fit into wider building records, from logbooks and maintenance files to sale packs, and how to keep a record that outlasts ownership changes. Assessors, certificates and evidence Certificates and Mortgage Lenders, in General How mortgage lenders use energy certificates in general, what they do and do not do with ratings, and what borrowers should understand. Assessors, certificates and evidence Certificates and Planning Documents How energy certificates relate to planning documents, what each document proves, and why neither substitutes for the other. Assessors, certificates and evidence Certificates for Commercial-to-Residential Conversion What happens to certificates when a commercial building becomes homes, what new assessments are needed, and what pitfalls to check. Assessors, certificates and evidence Certificates for Sales and Lettings When certificates are needed for a sale or a letting, what must be provided and when, and how buyers and tenants should use them. Assessors, certificates and evidence Choosing an Assessor How to choose an energy assessor for a transaction, a letting standard or a retrofit baseline, and how to brief them so the output matches the need. Assessors, certificates and evidence Professional Standards and Complaints, in General What professional standards govern assessors and related professionals, how complaints work in general, and how to pursue one effectively. Assessors, certificates and evidence Remote vs Onsite Assessment When remote or desktop assessment is used, how it differs from an onsite visit, and what its limits mean for relying on the result. Assessors, certificates and evidence What an Assessor Does The assessor's job step by step, from briefing and survey to lodged certificate, and what an assessor does not do.