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Energy-performance coordination for managed properties — Energy performance certificate adviser
Describe the managed buildings, ownership boundaries and whether the request concerns individual units or shared systems. Gather existing certificates and identify who can authorise access so the adviser can plan consistent work without confusing a management summary with the underlying assessment documents.
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
Typical tasks
- Compile a property-document register
- Define unit and shared-system scope
- Coordinate authorised access
- Arrange appropriate assessments
- Summarise findings for the responsible parties
What to include in your brief
- Building and unit schedule
- Management authority
- Existing certificate register
- Shared heating information
- Occupancy and access constraints
Choosing the right professional
Ask how the provider will keep each unit's evidence and documents distinct. Agree the manager-facing summary, communication process and any additional improvement study separately from certificate issuance.
Important considerations
- Access approval may rest with several parties
- Shared systems and private units can have different assessment boundaries
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