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Energy-certificate reassessment advice — Energy performance certificate adviser — Professionals

These leads require careful separation of assessment interpretation, factual dispute and reassessment. Providers should explain the available routes using the relevant scheme and avoid promising a target label based only on a customer's account of improvements.

Service scope

Advice on whether and how to obtain a new energy assessment following building changes, missing documentation or concerns about an existing result. An evidence review, a complaint about an assessment and a new certificate commission are distinct processes and should not be treated as automatic rating upgrades.

What is normally included

  • Review of existing assessment information
  • Identification of relevant changes and evidence
  • Scoping of a new assessment or clarification request

What is not included

  • A guaranteed higher rating
  • Alteration of an existing result without the relevant assessment process

Qualification checks

  • Identify the original assessment
  • Review evidence of changes
  • Clarify the disputed point
  • Confirm applicable review process
  • Scope a new survey only where appropriate

Quote guidance

Separate document review from a new inspection and certificate. Record what advice is included and whether further work depends on obtaining evidence, rather than presenting reassessment as a guaranteed rating-improvement service.

Lead risks

  • Clients may seek a target score rather than an evidence-based result
  • Previous survey information may be inaccessible

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