I have outlined the broad process, although the exact scope will depend on the property and the decision the owner needs to make. I provide energy assessments for projects in the Johannesburg area.
An initial review is used to define the work, after which the client receives a written description of the agreed outputs, timing and exclusions. Anyone making an enquiry can share a general property description, the purpose of the assessment and the preferred timetable without posting sensitive details. The fee basis, final deliverables, relevant credentials, professional insurance and possible conflicts should be settled before the appointment is confirmed.
An initial review is used to define the work, after which the client receives a written description of the agreed outputs, timing and exclusions. Anyone making an enquiry can share a general property description, the purpose of the assessment and the preferred timetable without posting sensitive details. The fee basis, final deliverables, relevant credentials, professional insurance and possible conflicts should be settled before the appointment is confirmed.