A better home starts with understanding it.
Before choosing insulation or a new heating system, understand the home as a whole. A retrofit assessment gathers information about the building and its condition to help the project team plan the next steps.
Scoped quotation
Check the important details first
What changes the price?
The dwelling, project requirements and assessment outputs determine the price. Include any report requirements supplied by the scheme or project team.
Does the assessment include installation?
An assessment gathers evidence about the existing home. Design, coordination and installation are separate project stages unless the accepted quotation expressly includes them.
Working to a deadline?
If the report is needed for a sale or tenancy deadline, explain that date at the start. The visit, evidence review and certificate or report timing need confirmation.
Official guidance: check the relevant requirements. Reviewed 8 November 2026.
Start with the problems you want to solve.
Cold rooms, draughts and high energy use can have several causes. Tell the team what you have noticed, what you hope to improve and whether work is already planned. This helps the assessment focus on the home and the project you are considering.
Look at the whole home.
Retrofit planning considers how the building and its systems work together. Construction, condition, heating, ventilation and occupancy information can all matter. Choosing an individual product before understanding the property can leave important questions unanswered.
What information should you have ready?
Provide the address, existing EPC and relevant records of earlier work. Explain known damp, ventilation or condition concerns and include any scheme or installer requirements. Photographs and plans can help the team discuss what is needed before the assessment is agreed.
Assessment is the beginning of the project.
The agreed assessment information supports the next stage of planning. It does not automatically include design, retrofit coordination, installation or every report a funding scheme may request. Check the deliverables with the project team before accepting the quotation.
A quotation for your property.
The price depends on the home, access and required outputs. Describe the property type, size and project purpose on the quotation form. If a scheme or another professional has asked for specific assessment documents, include that request so the team can review it.
Plan improvements in a sensible order.
Use the assessment with suitable professional advice before committing to measures. The right approach depends on the building and the accepted project requirements. Neither an assessment nor a proposed measure guarantees a grant, saving or particular energy rating.
Before your visit.
- Property type and the reason for the retrofit assessment.
- The requesting scheme, coordinator or installer, if applicable.
- Known defects and available improvement records.
- Expected record formats, recipients and deadline.
What you receive.
The retrofit assessment evidence and report specified for the dwelling and project brief.
What is separate?
Coordination, detailed design, installation, scheme approval and guaranteed performance are separate responsibilities unless expressly included.
About Retrofit Assessment.
Guidance reviewed 7 November 2026. Read the official guidance.
Is this just another EPC visit?
No. A retrofit brief considers wider dwelling and project information than a standard energy certificate instruction.
Does the assessment include coordination?
Not automatically. Identify the coordinator and required records so the quote can state the assessment role clearly.
Can you confirm grant eligibility?
The relevant scheme must confirm eligibility and acceptance. Tell the team who requested the assessment and what the project needs.
How is the price set?
The property, purpose, evidence requirements, outputs and access determine the work. Send the brief for a scoped quotation.