Approach

The same sequence, whether it is one home or a thousand.

Every property runs through the PAS 2035 process: assessed, designed, installed, inspected and lodged. On a programme the difference is scale and sampling, not the method.

  1. 01

    Consultancy & programme team

    Stock analysis & bid support

    Portfolio data, archetype and tenure mix reviewed, then the right funding route identified with bid-stage feasibility, carbon baselines and net zero roadmaps.

    Funding strategy · feasibility · carbon baseline

  2. 02

    Retrofit assessor

    Retrofit assessment

    Whole-dwelling assessments by TrustMark-registered assessors: fabric build-up, heat loss, ventilation, moisture risk and condition, sampled by archetype.

    PAS 2035 assessment · RdSAP model · condition report

  3. 03

    Retrofit coordinator

    Design & coordination

    A retrofit coordinator develops the improvement pathway: measure package, sequencing, interaction and moisture risk under PAS 2035 Annex B, with an MTIP where phased.

    Retrofit design · MTIP · measure specification

  4. 04

    Site team & resident liaison

    Installation & resident liaison

    PAS 2030 installers deliver to the approved design. A resident liaison officer manages access and expectations, keeping occupied homes liveable throughout.

    Installed measures · site records · resident sign-off

  5. 05

    QA inspector

    Quality assurance & commissioning

    Pre-install, during and post-install inspections, airtightness testing, thermal imaging and commissioning against the design, with defects closed out before sign-off.

    Inspection reports · commissioning · remedial close-out

  6. 06

    Retrofit coordinator

    Certification & handover

    TrustMark lodgement, MCS certificates, updated EPCs and warranties, with a handover pack and aftercare route for client and resident alike.

    Lodgement · certificates · updated EPC · handover pack

Working in occupied homes

Almost all of our work is carried out around residents. A named retrofit coordinator and a resident liaison officer stay with the scheme from assessment through to handover, so the person arranging access is the person the resident already knows.

Access rates and refusals are the usual reason a programme slips, not the installation itself. We plan for that: notification letters ahead of the works, appointments booked against the installation sequence, and a route back for anything reported after sign-off.

Moisture risk
Assessed at design stage under PAS 2035 Annex B, with ventilation specified alongside the fabric measures rather than after them.
Phased work
Where the full package cannot be installed in one visit, the remainder is recorded in a medium-term improvement plan so the next phase starts from the design, not from scratch.
Quality assurance
Pre-install, in-progress and post-install inspections, with airtightness testing and thermal imaging used to evidence what was installed.
Certification
TrustMark lodgement, MCS certificates, warranties and updated EPCs, issued in a handover pack for each dwelling.
A site manager talking with residents outside their home during a retrofit programme

See how the process reads on completed schemes.

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