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Knowledge Hub

Practical retrofit knowledge.
For the whole supply chain.

Guides on PAS2035, funding schemes, project management, resident engagement and retrofit technology — written for coordinators, housing associations and installers.

Getting Started

New to retrofit? What it is, why it matters and how PAS2035 works from assessment to TrustMark lodgement.

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PAS2035

The four stages, documentation requirements, compliance obligations and TrustMark lodgement in detail.

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Funding Schemes

WH:SHF, Warm Homes Local Grant and Boiler Upgrade Scheme — who can access them and what they require.

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Technology

What to look for in retrofit coordination software and how automation reduces the RC burden.

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Project Management

Resident engagement, non-conformity management and how to run a programme that hits its targets.

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TrustMark

Everything you need to know about lodgement — what's required, common failures and how to avoid them.

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Browse all guides

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PAS2035
Post-Installation Checks: What the RC Must Verify
Retrofit Coordinators must systematically verify installation quality, safety compliance and performance to meet PAS2035 standards before handover.
5 min readRead →
Industry
Retrofit Procurement Frameworks: Which to Use and When
Understand which procurement frameworks work best for different retrofit projects, from traditional tendering to framework agreements and dynamic purchasing systems.
5 min readRead →
Technology
How Document Automation Reduces RC Workload
Discover how document automation streamlines Retrofit Coordinator workflows, reduces manual tasks, and accelerates PAS2035 project delivery across your retrofit programmes.
5 min readRead →
PAS2035
Monitoring Energy Performance After Retrofit
Learn how to establish robust monitoring systems and baselines to verify energy performance improvements following PAS2035 retrofit works.
5 min readRead →
Industry
Portfolio-Level Retrofit Planning for Social Landlords
Strategic approaches for social landlords to plan and coordinate PAS2035-compliant retrofit programmes across their entire property portfolios.
5 min readRead →
Project Management
How to Brief and Appoint a Retrofit Designer
Learn how to effectively brief and appoint a retrofit designer for PAS2035 projects, from defining scope to evaluating qualifications and establishing clear contractual arrangements.
5 min readRead →
Technical
Off-Gas-Grid Retrofit: Heating Options and Assessment
Comprehensive guidance on assessing and selecting heating systems for off-gas-grid properties during PAS2035 retrofit projects, covering heat pumps, biomass, oil and hybrid solutions.
5 min readRead →
PAS2035
Whole-House Retrofit Planning: A Step-by-Step Guide
Learn how to plan a whole-house retrofit systematically using PAS2035 principles. This guide covers assessment, specification, installation coordination, and quality assurance.
5 min readRead →
Technical
Retrofit and Damp: Identifying Risk Before Works Start
Understand how to identify damp risks before retrofit works begin, ensuring PAS2035 compliance and protecting building performance.
5 min readRead →
PAS2035
How to Manage a TrustMark Lodgement Efficiently
A practical guide to navigating TrustMark lodgement requirements under PAS2035, ensuring compliant retrofit documentation and avoiding common delays.
5 min readRead →
Industry
Decarbonisation Strategy for Housing Associations
Strategic framework for housing associations to align retrofit programmes with net-zero targets whilst managing costs, compliance and stakeholder engagement effectively.
5 min readRead →
Technical
Smart Controls and PAS2035: What the Standard Requires
PAS2035 mandates specific requirements for smart controls in retrofit projects. Understanding these standards ensures compliant installations and optimised building performance.
5 min readRead →
Technical
Loft Insulation Under PAS2035: Specification and Compliance
Loft insulation is a cornerstone retrofit measure under PAS2035. This guide covers specification, performance requirements, and compliance checkpoints for coordinated retrofit delivery.
5 min readRead →
Project Management
How to Prepare a Retrofit Programme Delivery Plan
Develop a robust retrofit programme delivery plan by defining scope, sequencing works, allocating resources, and establishing clear governance. This guide covers essential steps for coordinating PAS2035-compliant retrofit projects.
5 min readRead →
PAS2035
Understanding Retrofit Risk Levels and What They Require
PAS2035 defines three retrofit risk levels. Understanding these classifications is essential for proper coordination, compliance and project delivery.
5 min readRead →
Technical
Cavity Wall Insulation Under PAS2035: Suitability and Risks
Cavity wall insulation remains a viable retrofit option under PAS2035, but requires careful assessment of wall construction, moisture risks, and building suitability before installation.
5 min readRead →
Project Management
How to Set Up a Retrofit Quality Management System
Establish a robust quality management system for PAS2035 retrofit projects with practical frameworks, documentation standards, and compliance checks.
5 min readRead →
PAS2035
Retrofit Non-Conformity Categories: What They Mean
Understanding PAS2035 non-conformity categories helps retrofit coordinators identify, classify and resolve defects effectively throughout retrofit projects.
5 min readRead →
Technical
Internal Wall Insulation: When and How to Use It
Internal wall insulation is a viable retrofit option for hard-to-treat properties. Learn when it's appropriate, installation methods, and key considerations for PAS2035 compliance.
5 min readRead →
Technical
External Wall Insulation: Design Specification Requirements
Essential design specification requirements for external wall insulation in PAS2035 retrofit projects, covering material selection, performance standards, and installation considerations.
5 min readRead →
Technology
How RdSAP 10 Affects Retrofit Calculations
RdSAP 10 introduces revised calculation methodologies that significantly impact retrofit energy performance assessments. Understanding these changes is essential for accurate PAS2035 coordination.
5 min readRead →
Project Management
Resident Communication Plans for Large Retrofit Programmes
Develop effective resident communication strategies for large-scale PAS2035 retrofit programmes to minimise disruption, build trust, and ensure smooth project delivery.
5 min readRead →
Technical
Heat Networks and Retrofit: Coordination Requirements
Coordinating heat network installations with PAS2035 retrofits requires careful planning, sequencing and stakeholder alignment to maximise efficiency and cost-effectiveness.
5 min readRead →
Project Management
How to Manage Subcontractors Under PAS2035
Effective subcontractor management is essential for PAS2035 compliance. Learn how to establish clear protocols, maintain documentation, and ensure quality standards across your retrofit team.
5 min readRead →
Technical
Ground Floor Insulation in Social Housing: Options Compared
Explore ground floor insulation methods for social housing retrofits, comparing solid floors, suspended timber and beam-and-block systems with practical installation guidance.
5 min readRead →
Getting Started
Retrofit Assessor vs Retrofit Coordinator: What Is the Difference
Understand the distinct roles of retrofit assessors and coordinators in PAS2035 projects. Learn their responsibilities, qualifications, and how they work together.
5 min readRead →
PAS2035
How to Write a Stage Advice Letter Under PAS2035
Learn how to draft compliant Stage Advice Letters for PAS2035 retrofit projects, including required assessments, technical specifications, and client communication best practices.
5 min readRead →
Funding
Understanding the Warm Homes Plan for Social Housing
The Warm Homes Plan provides capital funding for energy efficiency improvements in social housing. Learn how to access grants, understand eligibility criteria, and plan retrofit projects.
5 min readRead →
Technology
How to Choose Retrofit Coordination Software
Selecting the right retrofit coordination software requires understanding your project needs, integration capabilities, and compliance requirements. This guide outlines key evaluation criteria for PAS2035 retrofit projects.
5 min readRead →
Getting Started
What Is PAS2035 and How Does It Work
PAS2035 is the UK standard for retrofit coordination, ensuring quality and consistency across building energy efficiency improvements. This guide explains its framework and practical implementation.
5 min readRead →
Technical
Thermal Bridging: Identification and Mitigation in Retrofit
Thermal bridging undermines retrofit performance. Learn to identify weak points and apply proven mitigation strategies to meet PAS2035 standards.
5 min readRead →
PAS2035
How to Prepare for a TrustMark Audit
Prepare for TrustMark audits by understanding PAS2035 requirements, documentation standards, and quality assurance processes. This guide covers pre-audit preparation and compliance verification.
5 min readRead →
Technical
Solid Wall Insulation: EWI vs IWI Decision Guide
Compare external wall insulation (EWI) and internal wall insulation (IWI) for solid wall retrofits. Understand technical, practical and cost implications to support PAS2035 project decisions.
5 min readRead →
Technical
Understanding MCS Certification for Heat Pump Installations
MCS certification ensures heat pump installations meet quality and performance standards. This guide covers requirements, benefits, and compliance steps for retrofit coordinators.
5 min readRead →
PAS2035
The Retrofit Designer Role: Responsibilities and Requirements
Retrofit designers coordinate PAS2035 compliance across projects, managing technical specifications, stakeholder communication and regulatory requirements. This guide outlines their essential responsibilities and competency standards.
5 min readRead →
Project Management
How to Manage a Multi-Site Retrofit Programme
Master the coordination of multiple retrofit sites simultaneously with proven project management strategies, scheduling techniques and stakeholder communication frameworks.
5 min readRead →
Technical
Overheating Risk Assessment in PAS2035 Design
Learn how to identify and manage overheating risks in retrofit designs under PAS2035, ensuring thermal comfort whilst meeting energy efficiency standards.
5 min readRead →
Funding
WH:SHF Cost Caps: What Counts as Capital vs Admin Spend
Understanding how to correctly categorise expenses as capital or administrative spend is essential for maximising your Warm Homes Fund budget allocation and avoiding compliance issues.
5 min readRead →
Getting Started
Assessment Body Accreditation: Elmhurst, ECMK, Quidos and Property Tectonics
Understand the role of assessment bodies in PAS2035 retrofit projects. This guide covers accreditation standards and what to expect from major UK providers.
5 min readRead →
Technology
How Retrofit Software Reduces the RC Administrative Burden
Retrofit coordinators face mounting administrative pressures under PAS2035. Specialist software streamlines documentation, scheduling and compliance workflows to reduce manual burden.
5 min readRead →
PAS2035
Managing Non-Conformities Under PAS2035
Understand how to identify, document, and resolve non-conformities effectively within PAS2035 retrofit projects to maintain quality standards and compliance.
5 min readRead →
Technical
Ventilation Strategy in PAS2035 Retrofit
Ventilation strategy is critical in PAS2035 retrofits to maintain indoor air quality whilst achieving energy targets. This guide covers assessment, design and compliance approaches.
5 min readRead →
PAS2035
The Medium Term Plan: Purpose, Structure and Common Errors
The Medium Term Plan is a cornerstone PAS2035 requirement that outlines retrofit sequencing and financing over 3-5 years. Understanding its purpose and structure prevents common coordination failures.
5 min readRead →
PAS2035
Writing a Compliant Improvement Option Evaluation
Master the essentials of writing a compliant Improvement Option Evaluation under PAS2035, ensuring your retrofit proposals meet regulatory standards and client requirements.
5 min readRead →
PAS2035
How to Conduct a PAS2035-Compliant Retrofit Assessment
A practical guide to conducting thorough PAS2035-compliant retrofit assessments, covering pre-assessment planning, data collection, and documentation requirements for retrofit coordination projects.
5 min readRead →
Technology
Data Management Across a Large Retrofit Portfolio
Manage retrofit data effectively across your portfolio with standardized systems, compliance tracking, and integrated workflows to meet PAS2035 requirements.
5 min readRead →
Getting Started
How to Select a TrustMark-Registered Retrofit Assessor
Learn how to find and select a qualified TrustMark-registered retrofit assessor for your PAS2035 project, ensuring compliance and quality standards.
5 min readRead →
Industry
Carbon Reporting for Retrofit Programmes
Understand carbon reporting requirements for retrofit programmes under PAS2035, including measurement methodologies, scope definition, and compliance frameworks for UK retrofits.
5 min readRead →
Industry
The Procurement Act 2023: What Retrofit Suppliers Need to Know
The Procurement Act 2023 introduces significant changes to public procurement rules affecting retrofit suppliers. Understanding these new requirements is essential for bidding on government-funded retrofit projects.
5 min readRead →
Project Management
Managing Retrofit in Occupied Properties: Practical Guidance
Essential strategies for coordinating retrofit works in occupied homes, from pre-project planning through completion, ensuring minimal disruption and compliance with PAS2035 standards.
5 min readRead →
PAS2035
Post-Retrofit Monitoring: What PAS2035 Requires
PAS2035 mandates comprehensive post-retrofit monitoring to verify performance, ensure quality, and demonstrate compliance. Learn the essential monitoring requirements and practical implementation steps.
5 min readRead →
Technical
BISF Housing: Retrofit Challenges and Solutions
BISF housing presents unique retrofit challenges due to steel frame construction and non-traditional methods. This guide outlines practical solutions for achieving PAS2035 compliance.
5 min readRead →
Technical
Solar PV Assessment and Design Under PAS2035
A comprehensive guide to assessing and designing solar PV systems within PAS2035 retrofit standards, covering technical requirements, integration considerations and quality assurance.
5 min readRead →
Project Management
Quality Assurance in Retrofit: Beyond the Minimum Standard
Exceed PAS2035 minimum requirements by implementing robust quality assurance frameworks that protect project outcomes and ensure lasting retrofit performance.
5 min readRead →
Funding
Programme Reporting for WH:SHF Grant Recipients
Essential guidance for WH:SHF grant recipients on meeting programme reporting requirements, including timelines, data collection and submission processes.
5 min readRead →
Technology
How to Use RdSAP Data for Retrofit Modelling
Learn how to leverage RdSAP assessment data as a foundation for accurate retrofit modelling and energy performance predictions under PAS2035.
5 min readRead →
Technology
Building a Business Case for Retrofit Software Investment
Understand how to evaluate retrofit software investments and justify costs against operational savings and compliance benefits in your retrofit business.
5 min readRead →
Technical
District Heating and PAS2035: Coordination Requirements
Understand how district heating systems integrate with PAS2035 retrofits, including assessment requirements, technical coordination, and compliance pathways for retrofit programmes.
5 min readRead →
Project Management
Resident Consent and Access Management in Retrofit Programmes
Establish clear consent protocols and access schedules to ensure smooth retrofit delivery whilst respecting resident rights and minimising disruption.
5 min readRead →
Getting Started
PAS2030 Certification: What Installers Must Hold and Why
PAS2030 certification is mandatory for installers delivering retrofit work under PAS2035. Learn what qualifications you need, why they matter, and how to maintain compliance.
5 min readRead →
Getting Started
What Is Retrofit Coordination and Why Is It Required?
The RC role, what it involves at each PAS2035 stage, why it is mandatory for funded projects and what accreditation is required.
5 min readRead →
PAS2035
The Four Stages of PAS2035: A Detailed Guide
What happens at each stage — assessment, IOE/MTP, design, installation — and what documentation is required at every step.
6 min readRead →
PAS2035
TrustMark Lodgement: The Complete Guide
What lodgement requires, the full documentation set needed, the most common causes of failure and how to avoid them.
5 min readRead →
Technology
Retrofit Coordination Software: What to Look For
Assessment body integration, document automation, compliance auditing and portfolio management — what actually differentiates platforms.
5 min readRead →
Funding
Warm Homes: Social Housing Fund — A Guide for Housing Associations
How WH:SHF works, who can apply, cost caps, PAS2035 requirements and how to build a competitive application.
6 min readRead →
Project Management
Resident Engagement in Retrofit: Principles and Practice
Why engagement determines programme success, how to communicate effectively with residents and what post-installation follow-up should include.
5 min readRead →
Technical
Retrofit Technical Considerations: Stock, Construction and Constraints
How property type, construction method and existing conditions affect retrofit decisions — and what coordinators need to assess before design begins.
6 min readRead →
Project Management
Managing a Retrofit Project: Stages, Roles and Key Decisions
A practical walkthrough of the retrofit project lifecycle — from inception and assessment through design, installation and handover under PAS2035.
7 min readRead →
Funding
UK Retrofit Funding: A Practical Guide to the Main Schemes
An overview of the main publicly funded retrofit schemes — Warm Homes SHF, Warm Homes Local Grant, BUS and SHDF — including eligibility and key requirements.
7 min readRead →
Getting Started
Property Data in Retrofit: What You Need and Where to Find It
What property data is required at each PAS2035 stage, where to source it, and how data quality affects project outcomes.
5 min readRead →
Project Management
Monitoring and Evaluation in PAS2035: What Is Required and Why It Matters
What PAS2035 requires for monitoring and evaluation, how it differs from basic handover, and why good M&E data improves programme outcomes.
6 min readRead →
Funding
Minimum Energy Efficiency Standards: What Landlords Need to Know
The current and proposed MEES requirements for rented properties — what ratings are needed, by when, and how retrofit works towards compliance.
5 min readRead →
Getting Started
The Hierarchy of Retrofit Compliance: PAS2035, PAS2030, MCS and TrustMark
How the main standards and quality schemes fit together — and what each party in the retrofit supply chain is required to hold.
5 min readRead →
Getting Started
Getting Started in Retrofit: A Practical Introduction
A practical introduction to domestic retrofit for new entrants — what the sector involves, how it is regulated and what the main roles are.
6 min readRead →
Technical
The Fabric First Approach: Principles, Benefits and Application
Why insulation, airtightness and ventilation come before heating technology — and how the fabric first principle is applied under PAS2035.
5 min readRead →
Resident Engagement
Engaging Residents in Retrofit: Strategy, Communication and Consent
How to communicate with residents effectively through a retrofit programme — from initial contact to post-installation follow-up.
5 min readRead →
Scale Delivery
Delivering Retrofit at Scale: Consortia, Procurement and Supply Chain
How to structure large-scale retrofit delivery — procurement frameworks, supply chain management and programme governance.
6 min readRead →
Project Management
Costing Retrofit Projects: A Practical Guide for Contractors and Coordinators
How to build accurate cost estimates for retrofit projects — measures, professional fees, surveys and contingencies.
7 min readRead →