Define the dwelling and the stages
Include the number of dwellings, project type and current stage. Explain whether you need design-stage calculations, completion work or both. Agree the relevant assessment route and deliverables before treating a quote as complete.
Build the model from the specification
Dimensioned drawings, construction build-ups, openings, thermal bridging and service specifications provide the inputs. Early information gaps can be easier to resolve while design choices are still open.
Keep the model in step with changes
A different window, insulation build-up or heating system can alter the model. Send revised specifications as the project develops. The final calculation needs appropriate evidence of what was actually built and installed.
Separate calculations from wider sign-off
The energy assessment supports the relevant compliance process. It does not provide structural design, construction supervision or building-control approval. The quotation should also explain included revisions and any final EPC stage.
Getting ready
- 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.
The output to agree
The agreed design-stage or as-built calculations and relevant energy documents.
Work outside this brief
Architectural design, ventilation design, testing, site supervision and building-control approval remain separate unless explicitly commissioned.
Questions about SAP Assessment
When should I request a quote?
As soon as you can describe the dwellings, project stage and expected outputs. Early discussion can identify missing inputs.
Are design-stage and as-built calculations identical?
No. One reflects the proposed specification; the other must use suitable evidence of the completed dwelling.
What happens when the specification changes?
Tell the assessor and share the updated documents. The quotation should explain the revision allowance and any additional work.