How to Prepare for an EPC Assessment: A Complete Guide for Homeowners and Landlords

24th May 2025

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By Harrison Price

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How to Prepare for an EPC Assessment: A Complete Guide for Homeowners and Landlords

Energy Performance Certificates (EPCs) are essential for anyone selling, letting, or improving a property in the UK - there are some exceptions. They provide a snapshot of your building’s energy efficiency, rated from A (most efficient) to G (least efficient), and include recommendations for improvement. Preparing thoroughly before your EPC assessment can lead to a more accurate rating and help you identify cost-effective ways to enhance your property’s energy performance.

Complete All Planned Energy Efficiency Improvements

EPC assessments reflect the property's condition at the time of the survey. Therefore, any planned upgrades should be completed beforehand to ensure they are included in the assessment. Here are some key improvements to consider:

Insulation Icon

Insulation

  • Loft insulation
  • Cavity wall insulation
  • Underfloor insulation
Windows and Doors Icon

Windows and Doors

  • Double or triple glazing
  • Draught-proofing
  • Insulated Doors
Boiler Icon

Heating Systems

  • Modern, energy-efficient boiler
  • Smart heating controls
Lighting Icon

Lighting

  • LED Bulbs
  • Smart Lighting
  • Replace Incandescents
Solar Panels Icon

Renewable Energy

Gather Essential Documentation

Assessors can only include features they can see or for which you provide evidence. Having the right documentation ready can significantly impact your EPC rating.

  • Insulation Certificates (loft, cavity, underfloor)
  • FENSA or CERTASS window installation certificates
  • Boiler and heating system installation records
  • Building Control Completion Certificates (for extensions/lofts) for historical comparison
  • Air Pressure test certificate - if you have one
Required Documents

Ensure Full Access to the Property

The assessor needs unobstructed access to all areas of your property to conduct a thorough evaluation.

  • Loft space: clear hatch and ensure safe access
  • Heating and hot water systems
  • Gas and electricity meters
  • All rooms including extensions and conservatories
  • External walls, especially for insulation inspection

Understand the EPC Assessment Process

Knowing what the assessor will evaluate can help you prepare effectively. Essentially, there are three main components to assessing a property for an EPC:

Calculating the volume of space that needs to be heated

With this, the surveyor will:

  • Draw a floor plan to get the area
  • Take ceiling heights, multiply it by the area to get the volume.

    Knowing how that space is heated

    • Look at the method of heating within the property
    • Note the heating controls
    • Photograph any supplementary heating systems

      Surveying how that heat escapes

      • Surveying the fabric of the building, including walls, roof, insulation etc
      • Window types will be assessed
      • Measuring wall thicknesses and noting construction materials
      • Photographing features for documentation

      Consider Additional Steps to Improve Your EPC Rating

      Beyond basic preparations, consider these steps to enhance your property's energy efficiency:

      • Install renewable energy systems like solar panels or heat pumps
      • Upgrade to smart heating controls
      • Add mechanical ventilation with heat recovery (MVHR)
      • Schedule a preliminary energy audit to identify improvement areas
      • Check out our list of improvements that can be made prior to your EPC visit.

      Final Thoughts

      Preparing for an EPC assessment involves completing energy efficiency improvements, gathering necessary documentation, ensuring full access to your property, and understanding the assessment process. Taking these steps can lead to a more accurate EPC rating, identify cost-effective improvements, and enhance your property's value and energy performance.

      For professional EPC assessments and advice on improving your property’s energy efficiency, contact us today.

      Find Your EPC

      And view its details


      EPC Certificate Reference (RRN)

      Current RRN:
      UPRN:
      Valid Until:

      MEES 2030 Compliance

      Target: C-band (69+)

      Property Details

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