Skip to main content
For Councils & Contractors

Retrofit assessment —
delivered to programme standard.

Survey-led assessment support to validate baseline conditions, constraints, and measure suitability—producing clear outputs that move programmes into design and delivery with fewer surprises.

  • PAS-aligned approach & gateway thinking
  • Constraints and suitability captured clearly
  • Early risk flags (moisture, ventilation, interfaces)
  • Outputs structured for audit-readiness

Looking for delivery support? View coordination service

What it is

A structured technical assessment that establishes the "truth on the ground" before design begins. We go beyond basic EPC data to capture the constraints, condition, and suitability factors that actually drive retrofit cost and complexity.

Focus: Baseline Validation • Constraints • Suitability

Who it's for

  • Programme entry and baseline validation
  • Pre-design feasibility and constraint capture
  • When moisture/ventilation risk needs early flagging
* Not a substitute for detailed design—this stage informs it.

Scope Options

Modular assessment tiers to suit your programme stage.

Assessment Only

Standard baseline capture.

  • Baseline capture
  • Constraints summary
  • Suitability check
Enquire
Popular

Assessment + Risks

Adds structured risk analysis.

  • All standard features
  • Risk flags (Moisture)
  • Ventilation checks
Enquire

Readiness Pack

Full handover-ready outputs.

  • All risk features
  • Client template alignment
  • Handover workshop
Enquire

Interfaces & Responsibilities

Clear delineation of duties to ensure procurement compliance.

ResponsibilityClient / AuthorityContractorRetrofit Green
InputsProperty List / AccessProgramme Schedule--
Existing DataEPCs / Asset DataPrior SurveysData Review & Gap Check
Site WorksTenant Comms LeadAccess ManagementAssessment / Survey
OutputsTemplate RequirementsReceipt of PackFormatted Readiness Pack

Deliverables

Property Baseline

Construction notes, access constraints, key observations.

Suitability & Prerequisites

What's feasible, enabling works needed, dependencies.

Risk Flags

Moisture/ventilation/interface flags with suggested next actions.

Note: Outputs can be aligned to client templates and funder requirements during mobilisation.

Typical Workflow

1

Intake

Scope Confirm

2

Planning

Access & Comms

3

Assessment

Site Capture

4

Review

Constraints Check

5

Handover

To Design Team

Voids Programme

Fast-turnaround assessment for empty properties.

Focus: Speed & Defects

Occupied Delivery

Assessment with resident considerations.

Focus: Ventilation & Lifestyle

Multi-Measure

Complex interface checks (e.g., EWI + Pump).

Focus: Interdependencies

Procurement FAQs

Are you the installer?
No. We are a consultancy service. We act as independent assessors to validate scope and constraints before you commit to installation.
Can you align to our templates?
Yes. During mobilisation, we can map our data outputs to your specific Excel/Word templates or CDE requirements.
What are typical lead times?
Mobilisation typically takes 5-10 working days. Site attendance lead times are agreed per programme, usually 2 weeks in advance of access.

Enquire about Assessment

What happens next?

1

We respond with a short capability pack and a scope-fit recommendation.

2

If helpful, we'll propose mobilisation steps and a delivery cadence.

3

No obligation—just a clear next step.