Soft Skills. DEA Soft Skills. To effectively operate as an Energy Assessors you will have to acquire and develop a variety of “Soft S kills” that comprise of; Communication – keep good written and verbal correspondence between you and the client.
To effectively operate as an Energy Assessors you will have to acquire and develop a variety of “Soft Skills” that comprise of;
As a DEA you will work with a variety of people, due to this good communication and correspondence
skills are needed in order to;
CPD - Continued Professional Development refers to activities undertaken by scheme members to maintain and build upon their skills and knowledge within the energy assessing environment.
This enables you to keep well informed about the industry and to continuously improve your techniques when carrying out assessments and communicating with clients
Stroma is obligated by the Department for Communities and Local Government (DCLG) to ensure that all members meet their annual CPD requirements.
To aid assessors with this we have a CPD Channel, which has videos to watch and learn from.
As a DEA, you are required to complete 10 hours of CPD a year.
If you hold more than one qualification, such as OCDEA you will be required to complete the required ten hours for DEA and a further 5 hours for any additional qualification held. In this case, fifteen hours of CPD would need to be fulfilled.
To aid assessors with obtaining the required amount of CPD Stroma have a CPD Channel, the CPD channel is comprised videos on various different aspects of energy assessing .
The following are all considered acceptable forms of CPD:
You will need to supply satisfactory evidence of your CPD such as a certificate of CPD, attendance of events or email with dates etc.
The following are not acceptable forms of CPD:
These are all considered fundamental learning in order to practice as a DEA, and therefore do not count as further development
Part of your “Soft Skills”require you to work in a professional and ethical manner.
As a DEA and a lone worker you can easily be put in compromising positions and it is important you deal with these appropriately.
Study the details in the following scenarios and as a group outline how you think an Energy Assessor should deal with the situation.
Property. The owner (a property developer) is on site during your
He mentions that he needs a high energy rating to help the house sell
As you are completing the data form, he offers you a cash ‘bonus’ if
you enter a more efficient heating system than the one that is installed.
What would you do?
“If the discussion ends, consider completing the survey”
You have been asked to carry out an EPC on a property that has a
heating system of a type you have not come across before
(see next slide)
How would you tackle this situation?
How would you proceed?
The heating system is a gas central heating system with a pressurised
hot water tank
Take as much information as possible on site (including photos &
manufacturers details) and use this information to try and identify the system
If you are totally unfamiliar with the system
Back in the Office.
An Estate Agent has asked you to carry out Energy Assessments at
Four properties. He has arranged appointments for 10.30,
11.30, 12.30 and 2pm.
You have been given their addresses and told they are straight forward
The first house you arrive at is a 10 bedroom Mansion house
The second is 15 miles away
The Mansion house will take longer than an hour to assess.
You will need to ring ahead and re arrange times for the survey and
confirm that the other houses are of size suitable to be surveyed in
such a short length of time.
The property owners/agents will need contacting as soon as possible
to rearrange inspection times and dates.
You should also point out to the estate agent the appropriate time scales
You should ensure that before accepting an EPC assessment that you have as much information about the property as possible, this can include;
A householder has ordered an EPC on his property.
The morning the inspection is due to take place, the owner rings to say he will have to go out but he will leave his 14 year old daughterin charge to let you in so you can do the survey.
What would your response be to you client?
Under no circumstances should you enter a property where an unaccompanied minor is left in charge.
You would have to rearrange the survey, ensuring an appropriate adult will be present and point out there may be a charge for a cancelled appointment.
What would you do in the following situation?
apologise for the disturbance, then explain who you are and why you are there, you should then leave and inform your client immediately.
Abandon the survey and inform your client, also if they are not authorised to be there inform the police.
Take a photo of the money in situ then ask the owner to remove it, this should also be photographed. For added safety you could ask the owner to write and sign to say it has been moved by them.
The Domestic Energy Assessor qualification is designed to give individuals a platform to develop an energy assessment business.
Therefore you are required to produce a range of documents and correspondence for before, during and after the survey.
What correspondence and records do you think will be required?
All energy assessors are subject to quality assurance checks.
These QA checks or audits are carried out by accredited DEA’s within the accreditation schemes.
These are minimum checks for all DEA’s of 1% of EPC’s in a quarter or a minimum of 1 audit per quarter, assuming you lodge in that quarter, plus, the schemes must audit 2% of all surveys lodged, on the scheme
These audit requirements are imposed by the DCLG and all schemes must adhere to them.
Energy assessors are required to submit all their
when an audit is requested. There is a deadline of 15 working days to submit documents from the day the request is made.
Most audits pass the assessment, but if the audit fails the scheme will carry out 2 additional audits.
Schemes shall ensure DEAs have a minimum professional indemnity insurance cover
Supporting documents can be found at
Overview of requirements
For Schemes to remain compliant with DCLG requirements, they shall be able to demonstrate that the following provisions are in place, and are functioning correctly:
What are the seven elements of a simple Contract?
An Agreement is formed when one party accepts the offer of another and involves a “meeting of the minds”
Both parties must have provided consideration, i.e, each side must promise to give or do something for each other
The parties must have intended their agreement to have legal consequences. The law will not concern itself with purely domestic or social agreements.
In some cases, certain formalities (that is, writing) must be observed
The parties must be legally capable of entering into a contract
The agreement must have been entered into freely. Consent may be vitiated by duress or undue influence
The purpose of the agreement must not be illegal or contrary to public policy
In a standard contract for an EPC, what is likely to be included in
the Conditions (or Terms) of engagement?
These will vary depending on the nature of the organization or
individual but will usually include:
Vicarious liability: is the principle by which one person can be held liable
for the actions of another. The person held vicariously liable need not
necessarily be a person who carried out the act – she/he may in some
circumstances be completely blameless.
A Typical example would be the employee who carries out a negligent act and the employer is held responsible.
Any circumstance that might lead to an actual or perceived conflict of interest must be explored by the EA with the seller and/or the person from whom instructions are received
Energy Assessors may come across personal or business information about the various parties, in particular the owner, occupier/s or sellers of the property, which has no relevance to the EPC
Energy Assessors must keep all information & records safe and secure
You must keep all your information relating to a survey for 15 years, it is therefore important that you:
The Data Protection Act requires all organizations which handle personal information to comply with a number of important principles regarding privacy and disclosure
Stroma will ensure that a person is ‘fit and proper’ for membership with the scheme by checking a person’s basic criminal disclosure
Further information can be found at;
An application for Certification will not be successfulif a person has been convicted or cautioned for a serious offence including (but not necessarily restricted to):
An application for Certification will be rejected or membership revoked if a person has committed an offence as listed below
(which resulted in a prison sentence within the last 5 years)
All other cases will be assessed on an individual basis
A ‘Data Gatherer’ is somebody who collects the property data on behalf of a qualified DEA who then lodges the report