Discuss a specialist surveying or project requirement

Establish the right appointment before work starts

Some property instructions require a particular professional role or accreditation. A general surveying appointment does not establish that every specialist service is available. This enquiry route allows those requirements to be considered individually.

The subjects below are matters you can raise for an initial discussion, rather than confirmed service appointments. Relevant competence and insurance must be established, together with any required accreditation. Where WHBC cannot accept the requested role, this will be explained so you can make other arrangements.

Requirements to identify in your enquiry

• Domestic EPCs: state whether you need an Energy Performance Certificate or general energy advice. Any EPC instruction requires confirmation of the appropriate current assessor accreditation and availability.
• Construction dutyholder support: distinguish advice supporting a CDM client from appointment as Principal Designer under CDM or Principal Designer under the Building Regulations. Each proposed role requires a separate assessment of its duties and suitability.
• Employer’s Agent appointments: provide the intended contract and required responsibilities so the proposed role can be assessed before any appointment is offered.
• Lease and boundary related instructions: identify whether your enquiry concerns dilapidations or Party Wall matters, and supply the relevant documents and dates for an initial scope discussion.
• Insurance reinstatement valuations: explain the property and the insurer’s stated requirements. This is a specialist valuation enquiry rather than a request for general repair budget allowances.
• Measured surveys and drawings: describe the intended use and required accuracy, including any information needed by a designer or for an application.
• Formal housing hazard assessments: state if a formal HHSRS assessment is required so this can be distinguished from a general housing condition inspection.

What you receive

The initial response will confirm whether the requirement can be considered further and identify information needed to define the appointment. If a service can be offered, a written proposal will set out the role and its limits, together with the fee. An enquiry alone does not appoint WHBC or confirm availability for a specialist service.

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