Define the stage
Explain the dwelling count, project type and whether design-stage work, completion work or both are needed. Identify the energy documents you expect to receive.
Build a consistent set of inputs
Dimensioned drawings and fabric, glazing and service specifications should describe the same revision of the project. Mark updated files clearly so the model does not combine old and new information.
Record the completed specification
The as-built stage needs suitable evidence of the finished dwelling and relevant test information. Tell the assessor when products or construction details change. Energy calculations support the wider compliance process; they do not replace every design or approval function.
A short preparation list
- Send dimensioned drawings and dwelling numbers.
- Provide fabric, glazing and building-services specifications.
- Identify the calculation stage and required deliverables.
- Keep a record of design changes and completion evidence.
Share what is available and explain anything that cannot be accessed safely. Leave equipment covers, gas fittings and unsafe spaces untouched.
Before the instruction is agreed
Check that the full address, work and expected output match the property. Say whether the assessment concerns one unit, several dwellings or a shared system. A previous report can be useful without proving that the new instruction has the same scope.
Keep a note of the questions still to resolve: the evidence needed, professional role, access arrangements and whether follow-up work is separate. Ask the team to explain a gap before attendance rather than relying on an assumption.
Put the next step in the right place
Use the service brief for the included output and exclusions. Use the booking or quotation form for the property details. Keep the eventual assessment with the address records; this guide is preparation material rather than a report on the building.