Define the areas to be checked
A retrofit assessment is a starting point for understanding the existing dwelling. Describe the project aims and any requirement supplied by a scheme, installer or other professional.
Prepare the information
Share the EPC, relevant property records and known condition concerns. Information about fabric, services, ventilation and how the home is used can inform later planning.
Review the findings and scope
Check the assessment deliverables with the wider project team before accepting the quotation. A useful report needs to match the information required for the next stage.
Keep the right records
Keep the assessment separate from later coordination, design and installation decisions. Additional reports and professional roles need explicit agreement; funding or a particular outcome is not guaranteed.
