As the recast EPBD (2024) raises expectations for the quality and scope of building performance assessments, integrated approaches are becoming increasingly important. The revised Energy Performance of Buildings Directive (EPBD) places strong emphasis on the quality, reliability and usability of Energy Performance Certificates (EPCs), while simultaneously promoting the uptake of the Smart Readiness Indicator (SRI) to better capture the role of automation, controls and smart services in building performance.
In this context, the SmarterEPC team has developed an integrated on-site audit methodology and certification approach that combines Energy Performance (EP) and Smart Readiness (SR) assessments within one coherent workflow. To test its practical relevance, we collected a first round of feedback from 25 building performance assessors, active in the context of the national implementation of the EPBD. The survey results provide valuable insights into how integrated EPC-SRI on-site audits can support EPBD implementation, while also highlighting conditions needed for successful uptake in professional practice.
Integrated EPC-SRI audits: supporting EPBD objectives in practice
A central takeaway is strong support for the integrated nature of the SmarterEPC methodology. Many survey respondents valued bringing envelope, technical systems and smart readiness aspects together within a single on-site audit procedure. One assessor noted that “integrated checklists ensure that every assessor evaluates the same critical points, leading to reduced subjectivity”.
By aligning EPC and SRI data collection, the SmarterEPC methodology can help:
- reduce duplication between parallel assessment and certification processes,
- improve consistency and coherence of collected data,
- strengthen the link between on-site observations, EPC results and SRI score.
For assessors, this can translate into a clearer view of how smart services and automation contribute to energy performance, comfort and operational efficiency.
Quality assurance through standardisation and traceability
Respondents frequently highlighted the contribution of integrated checklists to quality assurance. Clear, standardised audit steps and documentation requirements were seen as important for consistency and repeatability, and for traceability through structured data collection (including photographic evidence). On balance and coverage of topics, most respondents rated the procedure as “adequate” or “more than adequate” for the envelope, heating, ventilation and lighting.
Coverage of controls/automation was also largely positive, though a small number rated it “insufficient”. These elements closely align with EPBD requirements for stronger EPC control mechanisms and reduced variability in assessment results. Most notably, assessors recognised the added value of treating EPC and SRI as complementary components of a single certification logic, rather than as parallel or disconnected exercises.
Managing complexity while preserving professional judgement
At the same time, responses underline that professional judgement remains essential, especially when evaluating smart functionalities and building automation and control systems. Multiple respondents called for clearer definitions, measurable criteria, and more practical examples to reduce subjectivity. As one assessor put it, vague terms like “appropriate” or “adequate” should be replaced with “measurable, observable criteria.”
Upskilling assessors for integrated EPC-SRI certification
A recurring message is the need for upskilling and training. Integrated EPC-SRI assessments require assessors to combine traditional energy expertise with knowledge of automation, controls and digital tools. Respondents frequently requested practical supporting materials, especially case studies, step-by-step guidance and templates, to enable consistent uptake. Typical examples requested include: instructional videos, real-life case studies, downloadable templates for site visits/reporting, and hands-on workshops or simulations.
Digitalisation as a key enabler of integrated certification
Assessors also highlighted the role of digitalisation in making integrated audits feasible and efficient. Digital tools were seen as helpful to manage the increased volume of data, support on-site evidence collection and streamline outputs. In fact, 23/25 respondents said they would be likely or very likely to use or recommend a digital implementation, and 19/25 could imagine the checklists implemented in an app guiding data collection and photographic documentation.
From methodology to market uptake
Overall, respondents perceived the SmarterEPC integrated methodology and certification approach as technically sound, policy-relevant and professionally valuable. At the same time, they also emphasised that market uptake depends on more than methodological design alone, especially clarity, workload, training and tooling.
To fully realise its potential, suggested that integrated EPC-SRI certification must be supported by:
- clear quality assurance frameworks,
- targeted training and upskilling of assessors (with practical examples),
- user-friendly digital tools,
- guidance that balances standardisation with professional judgement.
By addressing these elements together, SmarterEPC team aims to help translate EPBD ambitions into practical, high-quality certifications and support the more energy-efficient and smarter buildings across Europe.
Good news for you!
SmarterEPC team is developing a free training course to address the upskilling needs highlighted by assessors, covering EPCs, the SRI and the integrated on-site audit methodology.
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