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Other building energy-assessment enquiries — Energy performance certificate adviser — Professionals
Providers should use this category for qualification and routing rather than inventing an all-purpose energy package. Identify the substantive question and required authority before promising inspection, modelling or documentation.
Service scope
Intake for building-energy requests that do not clearly match the named certificate, reporting or advisory services. Its purpose is to identify the required technical question and document before referral; it is not a catch-all certification covering every financial, environmental or compliance purpose.
What is normally included
- Clarification of an unusual energy enquiry
- Identification of the requested evidence
- Referral to an appropriate assessment speciality
What is not included
- Undefined certification promises
- Automatic financial, structural or legal advice
Qualification checks
- Confirm the enquiry concerns a building
- Identify the decision to support
- Determine the requested evidence
- Check provider-role suitability
- State the proposed next step
Quote guidance
Quote initial clarification separately when the main task is not yet defined. Any later assessment should have a new or explicit scope, allowing the customer to understand what the intake service actually buys.
Lead risks
- The request may duplicate an existing named service
- A recipient may reject an unspecified report
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