Understanding Retrofit: PAS 2035, Assessments, and Coordinators

With government goals to achieve EPC band C by 2030, starting a retrofit project offers a valuable opportunity to enhance the energy efficiency of your properties and contribute to a more sustainable future. In this blog, we outline the key steps and roles involved in a successful retrofit journey, from initial assessments to ensuring compliance with PAS 2035 and PAS 2030 standards. Whether your goal is to upgrade your properties to an EPC band C rating by 2030 or improve overall energy performance, this guide provides the insights you need to achieve your objectives effectively. 

To discover a more comprehensive overview of how to navigate your retrofit responsibilities and the key stages of your retrofit journey, download our FREE Housing Provider's Guide to a Successful Retrofit Project here.

What is retrofit?

Retrofit involves integrating new materials, products, and technologies into an existing building to reduce its energy consumption. Unlike renovation or refurbishment, which primarily focus on aesthetic improvements or repairs, retrofit specifically targets reducing energy use. Retrofitting not only helps you comply with regulations but also protects families from fuel poverty, making homes warmer, more affordable, and more comfortable - enhancing the quality of life for occupants. 

Common retrofit measures include: 

 •    Loft or wall insulation 
 •    Underfloor insulation 
 •    Double or triple-glazed windows and doors 
 •    Improved ventilation 
 •    Draught reduction 
 •    Efficient heating and hot water systems 
 •    Solar panels

To ensure your retrofit project is successful, you must complete each of the following stages:  

What is a Retrofit Assessor?

A Retrofit Assessor evaluates your property’s energy efficiency and identifies areas for improvement before any retrofit work begins. In alignment with PAS 2035 guidelines, the assessor conducts a comprehensive Retrofit Assessment, which includes:
 •    Occupant Assessment 
 •    Condition Survey
 •    Energy Report 

This assessment is crucial, as it provides the data needed by a Retrofit Coordinator to create a detailed improvement plan. 

What is a Retrofit Coordinator?

The Retrofit Coordinator is essential for all PAS 2035-compliant projects, overseeing the project from start to finish. Working closely with other retrofit professionals, the Retrofit Coordinator ensures that the project runs smoothly and efficiently. They determine the best ways to enhance energy efficiency in your property. Both Retrofit Assessors and Coordinators, along with surveyors and designers, must adhere to British Standard 40104 for retrofit assessments of domestic dwellings. 

Having qualified Retrofit Coordinators and Assessors is vital. A failed retrofit can lead to deteriorating conditions and cost five times more to correct than the original work cost, demonstrating the importance of appointing qualified professionals from project inception.  

What is a retrofit assessment, and why do I need one?

A Retrofit Assessment is a mandatory part of the PAS 2035 process for designing a whole-house retrofit project. It evaluates the existing heating, ventilation, and insulation components to identify opportunities for improving energy efficiency. The data gathered during this assessment is critical to the success of your retrofit project. 

Understanding PAS 2035 and PAS 2030

PAS 2035
PAS 2035 is the national standard for managing retrofit projects, ensuring they achieve their intended goals and avoid unintended issues, such as damp and mould. All retrofit projects receiving public funding in the UK must comply with PAS 2035, though it is also good practice for any retrofit project. Before diving into your project, it is essential to understand the requirements and processes of PAS 2035. 

For more insight into the importance of following the PAS 2035 process in avoiding damp and mould issues following a retrofit project, sign up for our next free live webinar, The Retrofit Dilemma: Damp, Mould, and Condensation, on Wednesday 22nd January at 12 noon.

PAS 2030
PAS 2030 complements PAS 2035 by setting standards for the installation of energy efficiency measures. It governs the delivery phase, ensuring correct installation, followed by commissioning and testing to confirm that the measures meet specifications. The final step involves handing over all relevant information to the retrofit coordinator, project manager, homeowner, and tenants. 

Our retrofit experts can support you with PAS 2030 compliance, offering services such as Retrofit Assessment, Retrofit Coordination, Project Management, Principal Design, Quantity Surveying, and Procurement Consultancy.

Is financial assistance available?

Several government funding options are available for retrofitting, including the Social Housing Decarbonisation Fund (SHDF), which has allocated £3.8 billion across England. The SHDF is currently in its third wave of funding. 

There are alternative public sector funding schemes available across the UK, including the Social Housing Net Zero Heat Fund in Scotland and the Optimised RetroFit Programme fund for Welsh retrofit projects.  

So, where do i start?

The first step is to gain a robust, up-to-date understanding of your property’s current condition, including energy efficiency data. This can be achieved by undertaking a Stock Condition Survey with an experienced, PAS 2035 and TrustMark accredited organisation. Understanding your housing stock, building types, conditions, and energy efficiency levels is key to making informed decisions and ensuring a successful retrofit project. Get in touch with one of our experts to discuss your stock condition requirements and arrange a bespoke Stock Condition Survey. 

Is support throughout the rest of my retrofit journey available?

At Pennington Choices, we offer more than just services - we provide a holistic solution that addresses every aspect of your retrofit journey, simplifying the entire process. Our tailored offerings are bolstered by innovative digital and experiential levers. Our services cover the end-to-end retrofit process, including: