It’s YOUR data
Data is at the heart of everything that an Energy Assessor does, so it is important that Energy
Assessors are able to manage and storage it carefully.
The most important point is that the data is yours – it is not your employer’s, or the panel that you
work for – you should always retain all of the evidence that you collect for your assessments. Quidos
accredits Energy Assessors as individuals; we do not accredit companies, councils, panels, or
agents, so you will remain responsible for every report lodged with your name on it.
As an Energy Assessor, you will be aware of Section 4.1.2 of the Quidos Code of Conduct:
Energy Assessors shall make accurate and legible records of the Assessment, which
are to be maintained securely for a period not less than 10 years. The records must be
of sufficient detail to enable an unconnected third party to interpret the Energy
Assessor’s Report findings. The practice of completing electronic Reports without the
preparation of such records is unlikely to satisfy the National Occupational Standards.
Irrespective of how your bills are paid, you are required to store all of your records, evidence and
data for at least 10 years from lodgement. We have had a number of scenarios where assessors
leave employment but remain suspended due to “giving them all my data”. This is not acceptable
practice for a fit and proper professional.
