Retrofit Assessments UK | PAS 2035 | RdSAP

Q: What information is collected during a StepSoft Retrofit Assessment?

StepSoft assessors collect RdSAP or SAP energy data, property condition details, photographic evidence, occupancy and lifestyle information, ventilation and moisture observations, details of existing heating systems, and any building defects or structural concerns. This data is compiled into an assessment report that meets PAS 2035 requirements and supports the subsequent design process.

Q: How long does a Retrofit Assessment take?

A standard domestic Retrofit Assessment typically takes 1 to 3 hours on-site depending on the size and complexity of the property. More complex properties such as those with unusual construction types, historic fabric, or multiple occupancies may require additional time. StepSoft assessors carry out surveys efficiently to minimise disruption to occupants.

Q: Can StepSoft carry out assessments for housing associations and local authorities?

Yes. StepSoft provides Retrofit Assessments for housing associations, local authorities, private landlords, and homeowners across the UK. For larger programmes, the team can manage batched assessments across multiple properties, ensuring consistent data quality and compliance with PAS 2035 across entire portfolios.

Q: What qualifications do StepSoft Retrofit Assessors hold?

StepSoft Retrofit Assessors are approved by ECMK and Elmhurst, two of the leading retrofit certification bodies in the UK. These approvals confirm that assessors meet the competency standards required under PAS 2035 and TrustMark. The company also holds MCIOB accreditation, adding an extra layer of professional credibility to every project.

Retrofit Assessment Services

At StepSoft Coordination Services, we provide detailed retrofit assessments to help homeowners, landlords, and businesses improve energy efficiency and meet BSi PAS 2035:2023 compliance. Our expert assessors carry out in-depth property evaluations to identify energy-saving opportunities and support the development of a cost-effective and sustainable retrofit plan.

What is a Retrofit Assessment?

A Retrofit Assessment is the first and most important step in the PAS 2035 retrofit process. It involves a comprehensive evaluation of an existing property to understand its current energy performance, condition, and occupancy.

PAS 2035 Compliance

Ensures that the property evaluation follows BSi PAS 2035 retrofit standards.

Energy Performance Analysis

Provides a clear understanding of the building’s energy efficiency and improvement opportunities.

Accurate Property Data

Captures detailed information about the structure, condition, and occupancy of the dwelling.

Foundation for Retrofit Planning

Provides the data required for Retrofit Coordinators to create improvement plans and evaluations.

Our Retrofit Assessment Process

RdSAP Assessment

Detailed Floor Plan Creation

Condition Report

Occupancy Assessment

Data Collection & Analysis

Why Choose StepSoft Coordination Services

Benefits of Professional Retrofit Coordination

Better Energy Efficiency

Identify the most effective energy-saving improvements for your property.

Compliance Assurance

Ensure the retrofit process follows PAS 2035 standards and regulatory requirements.

Smart Retrofit Planning

Provide the critical data needed to develop a successful retrofit improvement plan.

Let's Discuss Your Retrofit Needs

Accreditations & Certifications

FAQ 's

What is a Retrofit Assessment and what does it involve?

A Retrofit Assessment is a detailed survey of an existing property carried out by a qualified Retrofit Assessor in line with PAS 2035:2023. It covers the property’s physical condition, energy performance (via RdSAP data collection), occupancy patterns, ventilation, and any existing building defects. The assessment forms the mandatory foundation for all subsequent retrofit design and coordination decisions.

Is a Retrofit Assessment a legal requirement for ECO4 projects?

Yes. A Retrofit Assessment by a qualified assessor is a mandatory requirement under PAS 2035:2023 for all ECO4 (Energy Company Obligation 4) and GBIS funded projects involving medium or high-risk measures. Without a valid assessment, no compliant Retrofit Design can be produced, and TrustMark lodgement cannot proceed. StepSoft’s assessors are ECMK and Elmhurst approved.

What information is collected during a StepSoft Retrofit Assessment?

StepSoft’s assessors collect: RdSAP or SAP energy data, property condition details, photographic evidence, occupancy and lifestyle information, ventilation and moisture observations, details of existing heating systems, and any building defects or structural concerns. This data is compiled into an assessment report that meets PAS 2035 requirements and supports the subsequent design process.

How long does a Retrofit Assessment take?

A standard domestic Retrofit Assessment typically takes 1–3 hours on-site, depending on the size and complexity of the property. More complex properties — such as those with unusual construction types, historic fabric, or multiple occupancies — may require additional time. StepSoft assessors arrive prepared and carry out surveys efficiently to minimise disruption to occupants.

Can StepSoft carry out assessments for housing associations and local authorities?

Yes. StepSoft provides Retrofit Assessments for housing associations, local authorities, private landlords, and homeowners across the UK. For larger programmes, the team can manage batched assessments across multiple properties, ensuring consistent data quality and compliance with PAS 2035 across entire portfolios.

What qualifications do StepSoft Retrofit Assessors hold?

StepSoft’s Retrofit Assessors are approved by ECMK and Elmhurst — two of the leading retrofit certification bodies in the UK. These approvals confirm that assessors meet the competency standards required under PAS 2035 and TrustMark. The company also holds MCIOB accreditation, adding an extra layer of professional credibility to every project.

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