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Assessor Guidance

This section provides guidance documents to Green Deal Assessors and Green Deal Advisors operating under the Green Deal. More infromation for how to become a Green Deal Assessor is available on the Become an Assessor page of this website.

Producing a Green Deal Advice Report   

The Green Deal assessment is made up of two parts – the Energy Performance Certificate (EPC) which rates the property in terms of energy efficiency and gives recommendations for improvement, and the Occupancy Assessment (OA) which modifies the output of the EPC to reflect a household's actual energy use.

Green Deal Advisors need to be qualified to undertake EPCs (a Domestic Energy Assessor/ EPC Assessor and active registrant of  DEA accreditation [EPBD] scheme or Approved Organisation in Scotland) and to hold a Green Deal Advisor qualification based on the National Occupational Standards (NOS) http://nos.ukces.org.uk/Pages/index.aspx

Green Deal Advisor Guidance

For more infromation on the Green Deal Advisor processes, a checklist has been produced for those operating in England and Wales. Please find the following document available for download from the right hand side of this page:

Green Deal Energy Saving Home Improvements Checklist

This checklist should help provide greater transparency for customers in the assessment process whilst highlighting the full scope of improvements available through the Green Deal. This Checklist is available for download on the right hand side of this page. 

Green Deal Improvement Package Tool User Guide 

In England and Wales, the tool enables Green Deal Advisors and Green Deal Providers to retrieve any domestic Green Deal Advice Report (GDAR) and calculate savings estimates for alternative combinations of the recommended improvement measures. In Scotland, the tool currently enables only Green Deal Advisors to retrieve domestic Green Deal Advice Reports. This User Guide is available for download on the right hand side of this page. 

Lodging Green Deal Advice Reports in England and Wales 

In order for Green Deal Advisors to lodge Green Deal Advice Reports you must be registered on the Landmark who operates the EPC Register and the Green Deal Register in England and Wales. The Green Deal Advisor Landmark Registration Guide is available for download on the right hand side of this page.

Lodging Green Deal Advice Reports in Scotland

In order for Green Deal Advisors to lodge Green Deal Advice Reports in Scotland, you must be registered with EST Scotland who operates the Scottish EPC Register. For further information, please download the Green Deal Advisor Guide for Scottish EPC Register from the right hand side of this page.

DCLG and DECC clarifications on requirements of Green Deal post-installation EPCs

The 'Post Installation EPC Clarification' document, which can be downloaded from the right hand side of this page, reiterates the guidance issued by DCLG on the requirements for EPC's lodged on the Landmark Register, post-installation of Green Deal measures. Full guidance document is available here