Define the areas to be checked
Confirm which dwelling project and stage the calculation concerns. The location, project type and requested building-control documents help establish the appropriate assessment route.
Prepare the information
Provide the current plans and specifications rather than a mixture of superseded drawings. Construction, glazing and building-services information can materially affect the calculations.
Review the findings and scope
Agree whether the quotation covers design, completion or both, and identify the reports needed at each stage. Revisions and supporting evidence should be discussed before submission.
Keep the right records
Pass later design or construction changes to the assessor. Energy calculations form only part of the project requirements and do not automatically include other studies, site testing or regulatory approval.