Define the areas to be checked
Explain the comfort or energy objectives and work already planned. Measures should be considered alongside the building’s condition and constraints.
Prepare the information
Review how proposed fabric, ventilation and services changes interact. The appropriate sequence can matter as much as the individual products.
Review the findings and scope
Identify decisions that require further investigation, technical design or retrofit coordination. Agree which professionals will provide those later outputs.
Keep the right records
A planning review does not guarantee funding, savings or approval. Installation, detailed design and unlisted reports remain separate unless expressly commissioned.
