If you represent a 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 one' below.

Print a summary of the accreditation process [MS Word Document - 190.1 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 wellbeing: 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.

If you would like to apply, please email the following documents to help.scorecard@delwp.vic.gov.au:

  1. The Documented Experience Form [MS Word Document - 36.9 KB]
  2. Evidence (such as certificates) of relevant training. If you have not completed the suggested training (see the list below), use the documented experience form to clearly demonstrate you have the required depth of skills to deliver home sustainability assessments.
  3. A copy of your curriculum vitae (CV) or resume.

Training

Training is one way of partially demonstrating the required experience. There are four relevant home assessment qualifications:

 Qualification 1Qualification 2Qualification 3Qualification 4

Requirement – Stream 1

CPPHSA4001A–Assess household energy use

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

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

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability

Requirement – Stream 2

21854VIC – Course in Home Sustainability Assessment

  

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability

Requirement – Stream 3

CPP41110 – Certificate IV in Home Sustainability Assessment

  

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability

Requirement – Stream 4

CPP41212 – Certificate IV in NatHERS

CPPHSA4001A –Assess household energy use

 

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability

Requirement – Stream 5

Proven, demonstrated and measurable experience by the assessor.

Proven, demonstrated and measurable experience by the assessor.

Proven, demonstrated and measurable experience by the assessor.

CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability

To find details of each course, click the course links in the above table. Once you reach the training.gov.au page for the course, you can click the 'Find RTOs approved to deliver this qualification' link to find providers who can deliver the course.

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. This training is not funded or provided by the Department.

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 two.

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

Successful applicants will be invited to a free one-day training session that explains the use of the tool and provides broader Scorecard program information. Training is provided by the Department at no cost and is only available to applicants who have passed stage one.

Training includes a test in using the Scorecard tool at the end of the training.

What happens next?

If you pass the Scorecard tool test, you will move on to stage three.

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.

You will have to submit the following documents to help.scorecard@delwp.vic.gov.au

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 CPPHSA4005A - Minimise health, safety and security risks when assessing home sustainability within the last five years. This 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 relevant to a Scorecard assessment.

3. Evidence of Public Liability and Public Indemnity insurance

Before becoming accredited you must be covered by Public Liability and Public 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.

Public 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. Working with Children photo ID

You must provide a Working with Children photo ID before you can be accredited. Because you will enter and examine people's homes, it is important that you have this photographic identification to show the householder.

What happens next?

Assessors' applications will not be progressed to the next stage until all the stage three documents are submitted and reviewed. Once all documents are submitted and accepted, we will offer you a field exam.

At this stage of the process, we encourage you to practice with the Scorecard tool until you are comfortable that you are fully capable to undertake assessments. Once you are comfortable, you can schedule an exam where you will be tested on how well you can perform a Scorecard assessment and demonstrate the Scorecard Quality principles in a home.

What happens next?

Your performance in this exam is evaluated against the Scorecard Quality Principles. If you pass the exam you will become an accredited Scorecard assessor. At that point you will have to sign the Assessor Agreement [MS Word Document - 84.4 KB], which outlines the requirements for an assessor to work under the program.

All accredited Scorecard assessors are listed on the public Scorecard website.

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.

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 Victorian Residential Efficiency Scorecard - intermediary registration documentation and a signed Intermediary Agreement.

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.