Acquaint Help Topics
Acquaint Help Topics
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EPC

🌍 Energy Performance Certificates (EPC) – UK Only

As of 6th April 2012, it is a legal requirement to:

  • Order an EPC before advertising a property for sale or letting

  • Provide a copy of the EPC to applicants within 7 days

📺 Watch EPC Overview Video

🏠 Attaching an EPC in Acquaint

Once an EPC is received from an approved Energy Assessor, it should be attached to the relevant property record in Acquaint.

🔍 Viewing an EPC

  • Navigate to the Property record

  • Click Services

  • The EER chart will be displayed

  • Click View to open the EPC certificate

📎 Adding an EPC (England, Wales & Northern Ireland)

You can add an EPC using either of the following methods:

✅ Method 1: Quick Attach via Services

  1. Open the Property record and ensure it is saved

  2. Click Services

  3. Click Attach

  4. A list of EPCs matching the property’s postcode will appear

  5. Acquaint will attempt to auto-highlight the correct property

    • ⚠️ For flats, apartments, or commercial properties, verify the correct match manually

  6. Click Select to attach the EPC

  7. A Certificate record is created and linked to the property

  8. The EER chart will now appear in the Services section

    • Note: The EIR chart is no longer included in the current EPC format

  9. The EPC is saved as an .HTML file in the Certificate’s Correspondence

🛠️ Method 2: Manual Entry via Certificates

  1. Go to Services → Add/Edit Certificates

  2. In the Certificates screen, click Menu → New

  3. Set Type to Energy Performance Certificate

  4. Click Save

  5. Click Attach to select the EPC file

  6. Click Save or Save and Close

🧠 Smart Features

  • If Acquaint cannot read EPC values, enter them manually in the Certificate and EPC Details fields

  • Acquaint automatically extracts:

    • Report Reference Number (RRN) – 20-digit unique ID

    • Expiry Date

    • Issuer – matched via assessor’s email or domain

  • Floor area import is enabled by default

    • To disable: File → Configuration → Site/Branch → Property Management → EPC Import Property Floor Area

✉️ Merge Fields for Communication

  • Emails: PropertyEPCTextWebLink

  • Letters/SMS: PropertyEPCWebLink

🏴 Adding an EPC (Scotland Only)

Use either method below:

Method 1: Attach via Services

  1. In the Property record, go to Energy Performance section

  2. Click Attach

  3. Use Find to search the EPC Register before valuing the property

Method 2: Attach via Correspondence

  1. Go to the Correspondence screen of the Property

  2. Right-click the grid or click Menu → Attach Document → Property EPC

Notes

  • If EPC values cannot be read, enter manually:

    • Certificate Expiry

    • Energy Efficiency

    • Environmental Impact

  • Acquaint will still extract the RRN and Expiry Date, and attach the EPC to the Correspondence screen

📄 EPC in Property Particulars

  • The first page of the EPC can be auto-attached to the last page of Property Particulars

  • Enable this via the Attach EPC setting in each Property Particular Template

🕒 EPC Renewal Reminders (Home Page)

Acquaint displays EPC reminders for:

  • Sales Properties

  • Lettings Properties

Key Reminders

  • Let Properties EPCs Expiring – shows EPCs nearing expiry for Let/Completed properties

    • From 1st October 2015, landlords must provide a valid EPC

    • Source: Residential Landlords Association (RLA)

  • Property EPCs Required – flags Available or Under Offer properties missing an EPC

⚠️ Minimum EPC Rating Requirements

  • From April 2018, private rental properties must have a minimum EPC rating of E

    • Applies to new tenancies and renewals

  • From April 2020, this rule extends to all private rentals

    • Properties rated F or G must be improved or withdrawn from the market

Acquaint helps track Low EPC Ratings via the Home Page.

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🛡️ MEES Exception Certificates

For properties exempt from EPC minimum standards:

  • Add an EPC Minimum Energy Efficiency Standards (MEES) Exception Certificate

  • This excludes the property from Low EPC reminders

  • The certificate is valid for 5 years

  • Acquaint will alert you when the certificate is nearing expiry

Tenancy Checkout Warning

When saving a Tenancy Checkout for a property with an active MEES Exception Certificate, a warning will be displayed.

IRISH BERs

BERs are changing - from the 24th May 2026:

The BER scale will be simplified to these categories: A0, A, B, C, D, E, F, G

All subcategories (e.g., B1, B2, B3) will be removed, reducing rating levels from 15 to a clearer 8.

A0 is a new category for the most energy-efficient buildings without fossil fuel use.

All existing BER certificates remain valid for 10 years from their issue date(same as before). You may continue using your current BER when selling or renting your home or building unless major renovations alter its energy performance.

In Acquaint, we will continue displaying the chart, attach option, and find button on the property's services tab.