Preparing for an EPC: What Every DEA Should Do Before Arriving on Site
Preparation is key to carrying out a smooth and accurate Energy Performance Certificate (EPC) inspection. Domestic Energy Assessors (DEAs) who plan ahead save time on site, reduce errors, and ensure a professional experience for clients. This guide outlines essential steps to take before visiting a property.
Gather Property Information
Before attending a property, gather as much information as possible. Confirm the full address and check property type, age, number of storeys, and any extensions. Desktop research can reveal details such as property layout or previous renovations that will help during the inspection. This preparation reduces the need for assumptions and ensures your EPC data is accurate. Checking software versions and updates ahead of time avoids delays. For advice, see checking your EPC software version.
Confirm Access and Contact Details
Contact the owner or occupier to confirm access times and any special requirements. Check whether there are pets, restricted areas, or sensitive equipment that might affect your inspection. Clear communication prevents delays and demonstrates professionalism.
Check Your Equipment and Documentation
Ensure all your tools are ready and in working order. This includes ladders, PPE, tape measures, torch, and a fully charged phone or camera. Have your EPC software and paperwork set up for the property you are visiting. Reviewing previous inspection notes for similar properties can also be helpful.
Plan Your Inspection Workflow
Develop a systematic approach for the property. Decide the order in which rooms will be surveyed, how to inspect heating systems, windows, and insulation efficiently, and where to take notes or photographs. A clear plan reduces the chance of missing key elements and speeds up data collection.
Be Aware of Health and Safety Considerations
Always assess potential hazards before entering. Check for trip hazards, low ceilings, or areas that require careful navigation. If you need to access a loft, remember that head-and-shoulders assessments are the standard, see our guide, loft inspection best practice. Always ensure a risk assessment and method statement have been completed. Your safety and that of the occupants must always come first.
Final Thoughts
Thorough preparation before an EPC inspection ensures your work is efficient, accurate, and professional. By gathering property information, confirming access, checking equipment, planning your workflow, and considering safety, you will provide a high-quality service and reduce the risk of errors during the assessment. Viewing our practical YouTube demonstrations can further enhance your approach and confidence on site.
If you’d like guidance on improving you rwork process, get in touch with Bluewire Hub for advice and support tailored to domestic energy assessors.
