Start with the property
Explain what you want to improve: comfort, energy use, renovation planning or a specific scheme requirement. The purpose influences the information needed.
Gather the right information
The assessment considers the dwelling as a whole. Fabric, heating, ventilation and the condition of the home can affect the next decisions.
Ask the useful questions
Tell the team about damp, access restrictions and work already planned. Do not conceal a known defect behind a proposed energy improvement.
Agree the next step
Assessment, coordination, design and installation are distinct roles. Confirm the required reports and what later project stages need separate agreement.
Put the information to use
Existing EPC, relevant plans, past-work records and details of known condition or comfort concerns.
Explore Retrofit Assessment