Define the areas to be checked
Begin with the current certificate and the correct property details. Note alterations made after the assessment so the review does not rely on an outdated picture of the home.
Prepare the information
Explain the purpose of the plan, such as preparing a rental improvement budget or comparing renovation options. Include the proposed works, practical restrictions and any target rating.
Review the findings and scope
Use the written review to identify priorities and questions requiring technical advice. Product selection, design and installer pricing may need further investigation beyond the plan itself.
Keep the right records
A plan is not an updated certificate or a promise of bill savings. Keep evidence of subsequent work and arrange the appropriate new assessment if an updated EPC is required.
