After the Assessment: DEA Best Practice
Completing an EPC assessment doesn’t end when you leave the property. Properly handling post-assessment tasks ensures your reports are accurate, audit-ready, and delivered efficiently and on time. This article outlines best practices for DEAs after completing a site visit.
Organising Your Files
Before leaving site you should, review all site notes, measurements, and photographs to ensure everything has been captured correctly. Once back at the office/home organise files by property and room, maintaining consistent naming conventions for images and documents. For guidance on keeping thorough records, see our article on Managing Site Notes and Records.
Uploading Evidence
Upload photographs, floor plans, and measurement data promptly into your EPC software, if not using the accreditation body app. Uploading images and floor plans promptly ensures that all your evidence supports your report. Using integrated tools such as Plan Up can streamline this process and help maintain audit-ready records.
Checking for Completeness
Before finalising the EPC, cross reference your notes and data entry carefully. Verify that all rooms, features, and heating systems have been included. Ensure any assumptions made due to access limitations are clearly documented and the correct convention is referenced. For strategies to manage your workflow efficiently, see our article on Time Management on Assessments.
Finalising the EPC
After reviewing and confirming all the data is compliant, complete the EPC submission according to software and regulatory guidelines. Once lodged you can then invoice the client, include a link to the report for ease. Timely completion demonstrates professionalism and reliability to clients and agents.
Conclusion
Following a structured post-assessment process helps DEAs deliver high-quality, compliant EPCs. By organising files, uploading evidence, checking for completeness, and finalising reports efficiently, you maintain professional standards and build trust with clients.
For guidance on improving your post-assessment workflow or mentoring support, please get in touch.
