Become a Scorecard assessor

If you represent a business, not-for-profit organisation or local council that wants to deliver Scorecard assessments, or if you are an individual with experience and skills, find out about the program requirements below.

To support quality and protect consumers, only accredited assessors can deliver Scorecard assessments.

A high level of skill and experience is required to undertake any robust home assessment. A pilot of the Scorecard found that assessors with little training often made significant errors affecting the accuracy of the rating and recommended upgrades, as well as the overall consumer experience.

Before applying to become a Scorecard assessor, please consider if you have the required skills and experience. See the first four 'quality principles' below. All Scorecard assessors are required to have these skills and experience to gain accreditation.

If you want to become an assessor and lack the required skills, you will need to undertake training or gain experience in the field. For suggested training courses, see 'Stage 1' under 'Scorecard assessor accreditation process:  the 4 stages' below.

See a summary of the Scorecard assessor accreditation process (.DOCX, 378 KB]

Scorecard quality principles

  1. Excellent customer experience. Assessors must demonstrate strong customer relationship and engagement approach and skills, delivering a positive experience for the consumer.
  2. Robust assessment approach. Assessors must have a strong ability to identify home energy efficiency features in the field and accurate data entry skills, to ensure assessments accurately reflect home performance.
  3. Consumer-focused energy efficiency upgrades advice. Assessors must have the skills to assess and present appropriate upgrades options, considering the needs of the household.
  4. Knowledge of safety and well-being. Assessors must have the skills to protect themselves and others while working.
  5. Robust administrative process. Assessors are given Scorecard training and other support services, and must comply with administrative requirements, including audits.
  6. Consultation and continuous improvement. Assessors are invited to provide feedback to continuously improve the scheme.

New: Training and accreditation incentives

Scorecard assessments are now available across Australia, and demand for assessments is growing. To meet the emerging demand, we need to grow our assessor community. So, for a very limited time, we are offering the following incentive payments with strict eligibility criteria.

Accreditation incentive payments

For a limited period of time we are offering the following payments to eligible applicants. These payments will assist in offsetting some of the costs associated with becoming accredited. Please see eligibility requirements under 'How the incentives work' and 'Three incentive options'.

Payment 1: 
Completion of the In House Training Day (where available) - $500
See below for further details of the In House Training Day

Payment 2:
Accreditation finalised - $1000

How the incentives work

Funding has been allocated equally across all states and territories. The payments will be used to support a minimum of three assessors to become accredited in each jurisdiction.

Payments will be allocated on a first come, first served basis. Payment can only be claimed once your accreditation is finalised.

You have until August 30, 2022 to complete accreditation and be eligible for these payments. However, please note that completion of the accreditation process by this time does not guarantee payment as, depending on uptake the available payments may be fully allocated ahead of that date.

Three incentive options

Option 1
If you undertook Scorecard software training prior to 2022 and finalised your accreditation between 1 January to 30 August, 2022, you are eligible to claim half of Payment 2 (Accreditation finalised - total of $500). 

Option 2
If you undertook Scorecard software training and finalised your accreditation between 1 January to 30 August, 2022 you are eligible to claim Payment 2 in full (Accreditation finalised - total of $1000). 

Option 3
You are eligible to claim both Payment 1 (In House Training Day) and Payment 2 (Accreditation finalised) if you started your Scorecard application in 2022, and you:
1) complete Scorecard software training,
2) complete the In House Training Day and
3) finalise your accreditation before August 30, 2022.

If any of these three options apply please email help.scorecard@delwp.vic.gov.au with your details.

Our training provider YESS will administer all payments associated with this initiative on behalf of the Scorecard program. Once your eligibility has been confirmed, Scorecard will authorise YESS to make the payment, subject to funds being available.

Please contact us if you have any questions: help.scorecard@delwp.vic.gov.au

In House Training Day

The In House Training Day is a new initiative that will be introduced as an optional training module. It will involve an experienced assessor providing practical help for to up to 6 trainees in a house, including running part of an assessment, as well as learning more about the certificate and upgrades. The module will only run when there are sufficient trainees in a locality. It could occur at any time during the training process as timing depends on trainer and trainee availability.

How to become a Scorecard assessor - individuals

To start your application, please prepare the following documents:

  1. A copy of your curriculum vitae (CV) or resume.
  2. Evidence such as certificates/academic transcripts of relevant training. Please note that Stream 6 doesn't require qualifications, but requires other specialist documentation. For further information, please read the '6 ways to become an assessor' section below.
  3. The Scorecard application form (DOCX, 129.1 KB)

If you would like to apply, create a login in the Scorecard Portal. and submit your documents.

What happens next?

We will evaluate your documents against the Scorecard Quality Principles 1-4. If you have sufficient skills and experience you will pass to stage 2.

If we think you need more training or experience before becoming an assessor, we will give you recommendations. Once you can demonstrate the required skills, you can continue with your application.

6 ways to become an assessor

Qualifications are one way of showing your capacity as a home energy assessor. Refer to the information below to see which way suits you best.

To find details of each course listed below, click the course links. When you reach the training.gov.au page for the course, click the 'Find RTOs approved to deliver this qualification' link to find course providers. These courses and units are not funded or provided by the Department.

Relevant training courses are not always readily available. As indicated above, if you don't have this training you may be accepted if you can clearly demonstrate the required skills (stream 5).

Stream 1

Suitable if you are new to the field or have no relevant experience.
For those who have completed units prior to 2019, refer to the second row.

Qualification 1 Qualification 2 Qualification 3 Qualification 4

Currently available

CPPHES4005 - Assess household energy use and efficiency improvements

Currently available

CPPHES4007 - Assess thermal performance of existing residential buildings

Currently available

CPPCOM4001 – Manage own work, professional development and ethical behaviour

Currently available

CPPCOM4002 - Implement safe work practices in the property industry.

This unit is not required to start your accreditation, it can be completed at any point during the accreditation process.

If completed prior to 2020

CPPHSA4001A – Assess household energy use (Release 1)

If completed prior to 2020

CPPHSA4004A –Assess thermal performance of existing residences using non-rating tools and techniques

If completed prior to 2020

CPPHSA4006A –Manage own work, professional development and ethical behaviour as a home sustainability assessor

If completed prior to 2020

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability (Release 1)

Stream 2

Suitable if you have completed the course 21845VIC, which is no longer available. You will also need to complete the OH&S unit below.

Qualification 1 Qualification 2

21854VIC – Course in Home Sustainability Assessment

This course is no longer available, however, it is still a valid qualification for entry into the Scorecard program.

Currently available

CPPCOM4002 - Implement safe work practices in the property industry.

This unit is not required to start your accreditation, it can be completed at any point during the accreditation process.

 

If completed prior to 2020

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability (Release 1)

Stream 3

Suitable if you have previously completed the course CPP41110,  which is no longer available. You will also need to complete the OH&S unit below.

Qualification 1 Qualification 2

CPP41110 – Certificate IV in Home Sustainability Assessment

This course is no longer available, however, it is still a valid qualification for entry into the Scorecard program.

Currently available

CPPCOM4002 - Implement safe work practices in the property industry.

This unit is not required to start your accreditation, it can be completed at any point during the accreditation process.

 

If completed prior to 2020

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability (Release 1)

Stream 4

Suitable if you have completed course CPP41119. You will also need to complete the units specified below.

Qualification 1 Qualification 2 Qualification 3

Currently available

CPP41119 - Certificate IV in Home Energy Efficiency and Sustainability

Currently available

CPPHES4005 - Assess household energy use and efficiency improvements

Currently available

CPPCOM4002 - Implement safe work practices in the property industry

This unit is not required to start your accreditation, it can be completed at any point during the accreditation process.

Stream 5

Suitable if you have completed the previously available course CPP41212. You will also need to have completed the units specified below.

Qualification 1 Qualification 2 Qualification 3

If completed prior to 2020

CPP41212 – Certificate IV in NatHERS

This course is no longer available, however, it is still a valid qualification for entry into the Scorecard program.

If completed prior to 2020

CPPHSA4001A – Assess household energy use

If completed prior to 2020

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability (Release 1)

If you have completed CPP41212 but did not complete the units in columns 2 and 3, you will need to complete these units:

Currently available

CPPHES4005 - Assess household energy use and efficiency improvements

Currently available

CPPCOM4002 - Implement safe work practices in the property industry

This unit is not required to start your accreditation, it can be completed at any point during the accreditation process.

Stream 6

Suitable if you have proven, demonstrated and measurable experience as a home energy assessor, but do not have the formal qualifications listed in the other streams.

You will need to upload the following documents to start your Scorecard application:

  1. A copy of your curriculum vitae (CV) or resume.
  2. A home energy assessment you have completed for a client. Please remove all client data, for example: name, address, etc.
  3. The Scorecard application form (DOCX, 129.1 KB). Please use this form to demonstrate you have the required depth of skills to deliver professional home sustainability assessments.

If you have any questions about this process, please contact us at help.scorecard@delwp.vic.gov.au

Successful applicants will be invited to free Scorecard training. The training consists of:

  • A two hour live webinar which gives an overview of the Scorecard program and instructions on how to access and use the Learning Management System.
  • A series of 16 short self-paced learning modules that cover the assessment process, data entry, customer service, safety, evidence requirements and explaining the results.
  • A two hour live webinar where experienced assessors share information on safety and assessment techniques as well as clarifying common mistakes and opportunities to ask questions.

Once training is complete there is a written test.

What happens next?

If you pass the Scorecard tool test, you will move on to Stage 3.

If you don't pass the test, we will give you recommendations on appropriate skills development and a path to continue your application after demonstrating these skills.

We encourage you to practice using the Scorecard tool, explaining the certificate and your conversations with the householder until you are comfortable that you are fully capable of undertaking assessments.

We recommend you complete 4-6 practice assessments, and ask you to submit 2 practice assessments for review and feedback.

When you are confident with the tool and assessment process, you can request to sit your exam via the Administration Portal. The examination process will test how well you can perform a Scorecard assessment, and demonstrate the Scorecard Quality Principles.

The exam is in two parts:

  1. Online multiple choice in which you must achieve at least 80% to pass.
  2. Online assessment simulation where you role play conducting a real assessment. You will need to demonstrate that you are able to explain the Scorecard program, the Scorecard certificate and identify appropriate upgrades for the customer. Your performance is marked against the Scorecard Quality Principles.
What happens next?

If you pass the exam you will be required to submit all remaining documentation through the Administration Portal. These documents are listed under Stage 5.

If you do not pass the exam, we will give you advice on where you have not fully met the Scorecard Quality Principles and suggest a pathway for you to gain the relevant skills and knowledge.

You will need to upload the following documents to the Administration Portal:

1. Relevant health and safety training in the last five years

To demonstrate health and safety skills relevant to home assessments you must show you have completed either CPPCOM4002 - Implement safe work practices in the property industry or CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability (Release 1) within the last five years. The training is not funded or provided by the Department.

2. Completed Safe Work Method Statement relevant to a home sustainability assessment

To demonstrate an understanding of health and safety skills relevant to home assessments, you must complete and submit a Safe Work Method Statement (.DOCX, 103 KB) relevant to a Scorecard assessment.

3. Evidence of Public Liability and Professional Indemnity insurance

Before becoming accredited you must be covered by Public Liability and Professional Indemnity insurance:

Public Liability - minimum $10 million.

Public liability insurance cover should be for any death, injury, damage or loss to other persons arising from the carrying out of Scorecard ratings for an amount of not less than ten (10) million dollars for any single occurrence.

Professional Indemnity – minimum $2 million.

Assessor must maintain such insurance current for the duration of the Assessor Agreement and six (6) years thereafter, and for an amount of not less than two (2) million dollars for any single occurrence.

If you are working through a business or not-for profit organisation, you may provide evidence of the insurance that they hold, showing that it covers you. This should include a copy of the policies and a letter or email that identifies each of the policies, the level of coverage in dollar amount for that policy, the policy number and a statement that the named assessor is covered by that policy.

4. Photo Identification (ID)

As you will enter and examine people’s homes, it is important that you have photographic identification to show the householder. Your photo ID will be checked as part of the Scorecard examination process. If you anticipate working in vulnerable situations, the Working with Children Card (or equivalent) may be the most appropriate form of photo ID. If using a Working with Children Card you will be provided with an opportunity to upload a copy into the Administration Portal during the accreditation process.

What happens next?

Assessors' applications will not be finalised until all Stage 5 documents are submitted and reviewed. Once this has occurred, the Assessor Agreement will be signed and you will be given your assessor number.

All accredited Scorecard assessors are listed on the public Scorecard website, unless requested otherwise.

How to become a Scorecard assessor – organisations

Businesses, councils and organisations (referred from here as intermediaries) can also deliver assessments, using accredited assessors.

Intermediaries must be endorsed to deliver Scorecard services.

All assessors employed by intermediaries to conduct assessments must be accredited before they can deliver Scorecard assessments. Assessors are not employed by the Victorian Government.

Intermediaries who wish to provide Scorecard assessments also need to meet the quality principles, shown at the top of this page.

All interested business, organisations or councils must complete the Residential Efficiency Scorecard - intermediary registration (.DOCX, 238 KB) documentation and a signed Intermediary Agreement (.DOCX, 77 KB).

This provides the requirements for using the Scorecard and associated program materials. The agreement includes a code of conduct outlining the requirements for participation.

As part of the application, you will need to:

  • provide contact details
  • identify any conflicts of interest
  • identify any accredited assessors or assessor applicants related to this application
  • state if assessors will be insured by your organisation or covered by their own insurance. You will need to provide proof of Professional Indemnity and Public Liability insurance covering assessors (see Assessor accreditation for requirements).
  • outline proposed marketing material.

The submitted documents will be reviewed. Once these requirements are met a business, council or organisation becomes endorsed. At this stage you may submit marketing materials for approval.

Accreditation for academic researchers

If you are interested in using the Scorecard solely for academic research purposes, we do offer an alternative simpler accreditation.

Complete the Scorecard researcher documented experience form (.DOCX, 50 KB) and send it to help.scorecard@delwp.vic.gov.au.

Page last updated: 05/05/22