Start with the project requirements
Tell us why the assessment is being commissioned and who will use it. A privately planned renovation and a particular delivery programme can require different records, formats and follow-up roles. Confirm the expected assessment framework in the scope.
Look at how the home works together
Fabric, heating, ventilation and condition are connected. Information about occupancy and known problems can also matter to the brief. Disclose damp, leaks, defects and earlier work so concerns can be recorded rather than overlooked.
Give the next professional useful evidence
The accepted quotation should say what records are included and how they will be delivered. An assessment can inform coordination and design, but it does not automatically appoint every specialist needed for the later work.
Avoid treating the visit as approval
An assessment does not itself award a grant, approve an installer’s proposal or guarantee a final EPC band. Resolve the relevant constraints and responsibilities before committing to products or installation.
Getting ready
- Describe the intended programme or renovation.
- Provide the existing EPC and relevant building records.
- List known moisture, condition or ventilation concerns.
- Confirm required outputs with the person coordinating the project.
The output to agree
The assessment records and evidence specified for the project.
Work outside this brief
Funding decisions, retrofit coordination, detailed design, installation and specialist investigations are not automatically included. Each additional role needs its own agreed scope.
Questions about Retrofit Assessment
Does this guarantee eligibility for funding?
No. Funding decisions follow the relevant programme’s rules and evidence requirements.
Can a retrofit assessment replace an EPC?
The outputs have different purposes. Ask which certificates and assessment records your project requires.
Should I mention damp or a previous leak?
Yes. Known condition issues can affect the suitability and sequencing of later improvements.