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Keep SAP calculations aligned with the drawings

A project assessment needs the current specification and a clear record of changes through the build.

EPC Fast practical guide · Reviewed 7 November 2026

Identify the current design

Send a coherent set of plans, elevations, sections and specifications with revision dates. Explain the stage, dwelling count and required reports. A mix of old and new drawings can leave the model describing a building nobody intends to construct.

Report the relevant changes

A different window, heating product or insulation detail can affect energy calculations. Tell the assessor when the design develops and confirm whether the change is within the agreed review allowance.

Prepare the as-built information

The completed dwelling needs the relevant final evidence for its assessment route. A design result is not proof that the building was constructed to the proposed specification. Agree who supplies the final records and test information.

Keep deliverables explicit

Confirm whether the quotation includes design-stage calculations, final work, the EPC and any additional reports. Other specialist studies and building-control approval do not automatically come with one calculation instruction.

Before the next instruction

  • Project location, work type, dwelling count and stage.
  • Current plans, sections, elevations and revision schedule.
  • Building fabric and services specifications.
  • Required outputs and available final test information.

This guide helps prepare the enquiry. The actual property, assessment and applicable requirements still need consideration.

Read the relevant official guidance

Make the deadline useful to the team

Separate the preferred visit date from the date the finished report is required. Explain who provides access and whether the property is occupied. A realistic discussion of both dates is more useful than assuming that submitting a request reserves a same-day certificate.