Energy assessor Code of Conduct

Competence and independence

• Accept only work for which you are competent, currently accredited and appropriately insured.
• Declare conflicts of interest and decline work where impartiality cannot be maintained.
• Decline gifts, hospitality or inducements that could compromise the assessment.
• Use the approved methodology, current conventions and appropriate software; keep assessments accurate and reproducible.

Conduct on site and with clients

• Work safely, carry identification and show it when requested.
• Explain the assessment, including why photographs and other data are needed.
• Do not start, or stop, an assessment when requested by the occupier, owner, landlord or authorised representative.
• Do not conduct an assessment where children or vulnerable people are present unaccompanied.
• Explain how to access the certificate and how to make a complaint. Do not misrepresent your role.

Records, confidentiality and cooperation

• Keep assessment evidence securely and resiliently for a minimum of 15 years, subject to applicable legal requirements.
• Protect personal information and only share assessment data where permitted by the EPB and data-protection rules.
• Cooperate with scheme audits, investigations and required corrective actions.
• Notify the relevant scheme of complaints received within two weeks.
• Maintain insurance and CPD, keep membership information current and report matters affecting suitability to practise.

Full Code and enforcement

Published November 2025. The full document includes strand-specific requirements and disciplinary provisions. Applicable legislation takes precedence in any conflict with scheme wording.

Concerns can be raised through the complaints procedure. Members can appeal formal decisions. See also our disciplinary overview.