Conduct site visits to inspect property and provide initial on-site information and advice to customers

This standard is about conducting site visits to inspect property and provide initial on-site information, advice and support to customers.

It is about inspecting property in accordance with the prescribed methodology for producing Home Energy Audit Reports.  It includes being able to conduct a visual inspection of the property, taking measurements and notes as required, and identifying factors that affect the energy performance of property.

The standard is about maintaining electronic and paper records of site visits, recording information using relevant methods, and presenting key findings and initial recommendations to the customer, taking account of their requirements.

You must understand and work to the requirements of each devolved nation.

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Conduct site visits to inspect property and provide initial information and advice to customers

1. confirm the availability of the equipment and resources required to conduct a site visit to inspect property and provide initial information and advice to customers
2. use the relevant equipment and interpret the available and gathered data to the required devolved nation's standards
3. provide evidence of your identity to those present at the property before commencing the inspection
4. identify and record the method of construction of the property, the main materials used, and the space and water heating systems present
5. identify circumstances when at the property that prevent you from continuing with the inspection and explain the reasons to the customer
6. undertake a visual inspection of the relevant aspects of the property in accordance with the requirements of the prescribed methodology for producing Home Energy Audit Reports
7. observe and take measurements which are required to provide data for the calculation of energy performance ratings
8. obtain the required additional information about the property and its use
9. undertake further investigations where observations are inconsistent with existing evidence and expected findings
10. follow the relevant devolved nation's procedures for collecting information to enable ratings to be determined and improvement measures identified

Maintain records of site visits

1. maintain electronic and paper records of your site visits in accordance with organisational requirements
2. record, if required, where and why inspection has not been possible
3. store records securely in accordance with the relevant data protection legislation
4. confirm that records can be accessed for future use when required by relevant organisations

Provide initial on-site information, advice and support

1. determine the requirements of the customer regarding reducing energy consumption and promoting sustainability
2. present your initial information and advice to the customer and confirm their understanding of these
3. support customers to ask questions and to seek clarification where required
4. develop an outline action plan, in consultation with the customer, that takes account of their requirements
5. inform the customer about any follow-up services available to them, and the terms and conditions on which they can be provided
6. inform the customer about referral fees or other benefits that you may receive should they follow your suggestions for particular products, services and/or suppliers
7. verify and agree next steps with the customer, including the date by which their Home Energy Audit Report will be delivered

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Inspect property

1. the equipment and resources required for the inspection and how to use them
2. the relevant detailed inspection requirements that apply to the property as defined by the prescribed methodology for Home Energy Audit reports
3. how to recognise the various types of building construction and materials
4. how to identify the space and water heating system(s) present at the property
5. how to conduct the inspection in accordance with the relevant devolved nation's requirements
6. how to observe and take measurements which meet the required standards to produce a Home Energy Audit report
7. how to undertake further investigations where observations are inconsistent with existing evidence and expected findings, and how to identify the causes of inconsistencies
8. the importance of keeping electronic and paper records in accordance with the relevant data protection legislation

Maintain records of site visits

1. the required range of information and evidence relating to the property, its use and its energy performance as defined by the prescribed methodology for Home Energy Audit reports
2. the level of detail within your records required to produce a Home Energy Audit Report
3. the reasons you are required to record where and why accurate inspection has not been possible
4. the circumstances in which records can include the fact that information is 'unknown' and the evidence required to support this choice
5. the relevant organisations who can access the records when required

Provide on-site information, advice and support to customers

1. how to determine customer requirements regarding reducing energy consumption
2. how to encourage customers to ask questions and seek clarification on issues about which they are unsure
3. how to develop an outline action plan, in consultation with the customer, that takes account of their requirements
4. how to support customers in making decisions and prioritising actions
5. the range of follow-up support, products and services that are available to the customer, and the terms and conditions on which they can be provided
6. the importance of disclosing referral fees or other benefits you may receive as a result of the customer following your suggestions for particular products, services and/or suppliers
7. the importance of clarifying and agreeing next steps with the customer

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Inspect property

Circumstances:

• situations/occupants upon which it would be inappropriate to intrude
• the discovery of unexpected or hazardous conditions or materials
• other potential threats to health and safety

Provide on-site information, advice and encouragement to customers

Recommendations may relate to:

• lighting, heating and hot water
• insulation and glazing
• household appliances, electrical equipment and their controls
• occupants' use of the home
• energy suppliers, tariffs and household bills
• financial support available to implement measures to reduce energy consumption (e.g. grants)
• options for low and zero carbon energy technologies 

Follow-up services may include:

• further information and advice
• encouragement and support
• action planning
• referral to other professionals
• recommending products, services and/or suppliers

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1

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2024

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Current

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Original

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Instructus

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ASTNDEA3

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Architects, Building and Construction, Construction, Planning and the Built Environment, Professional Occupations, Town Planners and Surveyors

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3541

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conduct; inspect; property; advice; energy performance; energy rating; records; consultation; site visits; prescribed methodology; materials performance; heating; recommendations

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