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The accreditation process

All Scorecard applicants must follow the complete accreditation process as outlined below and in this Accreditation Process Summary document. The accreditation process is self-paced. Some applicants have completed Stages 2-5 in as little as 6 weeks, although it generally takes 3 months.

There are several learning modules, tests, practice assessments and exams throughout the accreditation process. All responses, including within the Application Form, must be the applicant’s own work and experiences. Any work copied, shared or created by artificial intelligence (AI) will lead to your application being rejected.

There may be circumstances where the Scorecard team requires you to complete additional training tasks or repeat stages. This is to maintain program quality and ensure consistency across assessments.

Accreditation process time limit and cost

There is a time limit of 9 months to complete the accreditation process from the date of Stage 2: Webinar 1.

  • Please contact the team directly if you require extra time. In special circumstances this may be granted and will be assessed on a case-by-case basis.
  • Should you exceed this time limit, your application will be archived.
  • If your application has been archived and you wish to return to the accreditation process, you will be moved back to Stage 2: Scorecard training.
  • Applicants can only be moved back to Stage 2: Scorecard training once. There is a 12-month waiting period before you can reapply if your application is moved back to Stage 2: Scorecard training a second time.

Generally the Department does not charge fees for participation in the Scorecard training and accreditation process, however it reserves the right to do so as required.

This infographic shows the 5 stages to the Residential Efficiency Scorecard accreditation process

Stage 1: select your entry stream and submit application documents

There are 6 ways you can enter the Scorecard assessor accreditation process. There are options for everyone, whether you are new to the industry, have recognised qualifications or are an experienced home energy assessor. Consider the options below and see which is the best fit for you:

Once you know which stream is right for you, please prepare your application documents as listed under your stream.

When these documents are ready, create a login in the Scorecard Portal to submit your application. The Scorecard Portal link can be found by clicking through to your Stream's page (listed above). The link is listed under the application document information.

What happens after you submit your application?

We will evaluate your documents against the 6 streams and 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.

Scorecard quality principles

All Scorecard assessors must follow the Scorecard quality principles in all elements of their work. Applications are measured against these 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.

Stage 2: Scorecard software and program training

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

  • Webinar 1: a one-and-a-half-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 9 short self-paced learning modules that cover the assessment process, data entry, customer service, safety, evidence requirements and explaining the results.
  • Webinar 2: a two-and-a-half-hour live webinar where experienced assessors share information on safety and assessment techniques as well as clarifying common mistakes and opportunities to ask questions.
  • A further 7 self-paced learning modules with a focus on practising data input.

Once training is complete there is a written test which must be passed. Training must be completed within 3 months of attending Webinar 1.

What happens next?

Once you pass the written test you will move on to Stage 3.

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

If you do not pass a second time, you must repeat Stage 2: Scorecard training. There is a 12-month waiting period if you are required to return to Stage 2: Scorecard training a second time.

Stage 3: practice assessments

We encourage you to practice using the Scorecard tool, explaining the certificate and your conversations with the householder until you are confident and 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.

The first practice assessment will be reviewed, and you will be given feedback you can incorporate into your second practice assessment. The second practice assessment will be marked, and you will be required to pass before you can move on to Stage 4.

If you do not pass the marked practice assessment, we will give you recommendations on appropriate skills development and a path to continue your application after demonstrating these skills.

If you do not pass a second time, you must repeat Stage 2: Scorecard training. There is a 12-month waiting period if you are required to return to Stage 2: Scorecard training a second time.

Stage 4: the Scorecard exam

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. It will take approximately 90 minutes to complete.
  2. Online 90 minute 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.

If you do not pass a second time, you must repeat Stage 2: Scorecard training. There is a 12-month waiting period if you are required to return to Stage 2: Scorecard training a second time.

Stage 5: complete paperwork requirements

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

1. Specific health and safety training

To demonstrate health and safety skills relevant to home assessments you must show you have completed one of the following units in the past 5 years. This training is not funded by the Department:

Option 1: CPPCOM4002 - Implement safe work practices in the property industry or 

Option 2: CPPHSA4005A – Minimise health, safety and security risks when assessing home sustainability (superseded).

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.

Professional indemnity insurance cover should be for breaches of professional duty (whether owed in contract or otherwise) in carrying out energy assessments, for an amount of not less than two million dollars ($2,000,000) for any single occurrence.

The Scorecard 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 Public Liability and Professional Indemnity insurances that they hold, showing they cover you. This evidence should include:

  1. a copy of the relevant policies
  2. a letter on the organisation's letterhead 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?
  • Applications will not progress until all Stage 5 documents are submitted and reviewed by the Department.
  • Once this has occurred, the Assessor Agreement will be co-signed by the Department and you will be given your assessor number.
  • Receiving your assessor number enables access to the live Scorecard software tool, and for you to deliver Scorecard assessments.
  • Scorecard assessors are listed on the public Scorecard website, unless requested otherwise.

Do you have any questions?

Please contact the Scorecard team directly: help.scorecard@delwp.vic.gov.au

Page last updated: 31/01/24