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Energy-performance coordination for managed properties — Energy performance certificate adviser — Professionals
Portfolio enquiries suit advisers able to organise consistent evidence without collapsing distinct properties into one result. Establish the manager's authority, unit references and shared-system ownership before committing to assessment dates or deliverables.
Service scope
Coordination of energy assessments and improvement advice for a managed building or property portfolio. Individual units, common systems and whole-building responsibilities must be distinguished; a manager's involvement does not make one certificate automatically applicable to every dwelling or tenant.
What is normally included
- Property and document inventory
- Coordinated survey access
- Assessment and recommendation tracking
What is not included
- Assumed authority over privately owned units
- Automatic replacement of unit-specific documents with a portfolio report
Qualification checks
- Verify commissioning authority
- Identify individual assessment units
- Review shared-system evidence
- Plan occupant access
- Define document tracking and handover
Quote guidance
Separate per-building assessment work from coordination and portfolio reporting. State how missed access, changing unit schedules and additional common-system analysis affect the fee rather than assuming every visit is identical.
Lead risks
- Unit records may be inconsistent
- A manager may be unable to authorise work inside every property
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