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Retrofit Coordination Services

At STEPSOFT Coordination Services, PAS 2035-compliant Retrofit Coordination is delivered to ensure that every retrofit project is safe, efficient, and fully compliant with industry standards. The coordination process manages the entire retrofit journey—from initial Retrofit Assessment and risk evaluation to design review, installation oversight, and final project completion. Close collaboration with retrofit assessors, designers, installers, and stakeholders ensures that each measure is suitable for the property and aligned with PAS 2035 requirements. Quality assurance, documentation control, and compliance checks are maintained throughout the process to minimise risks and improve building performance. The aim is to deliver sustainable, energy-efficient homes while supporting the UK’s transition towards a low-carbon future.

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Retrofit coordination company

What is Retrofit Coordination?

Retrofit Coordination is a mandatory role in retrofit projects carried out under PAS 2035. The Retortrofit Coordinator manages the entire retrofit process, ensuring that all measures are properly assessed, designed, and installed while maintaining compliance with government and TrustMark standards.

PAS 2035 Compliance

Ensures all retrofit work follows BSI PAS 2035:2033 stadards.

Project Risk Management

Identifies and manages technical and installation risks.

Energy Efficiency Improvement

Helps buildings achieve sustatinable energy performance improvements.

TrustMark Certification

Ensures projects are properly lodged with TrustMark after completion.

Our Coordination Process

Retrofit Assessment Review

Review the Retrofit Assessment to understand the property condition, energy performance, ventilation requirements, and any existing building defects.

Risk Assessment

Identify and evaluate potential risks including moisture risk, structural considerations, ventilation needs, and overall building suitability in line with PAS 2035 risk pathways.

Design Collaboration

Work closely with Retrofit Designers to ensure all proposed measures are technically appropriate, compatible with the building fabric, and compliant with PAS 2035:2023.

Medium-Term Improvement Plan (MTIP)

Develop and review the Medium-Term Improvement Plan to ensure the retrofit measures follow a logical and performance-driven improvement pathway.

Project Oversight

Coordinate and oversee the retrofit project throughout installation to ensure work follows the approved design, specifications, and manufacturer guidance.

Quality Assurance & Monitoring

Monitor installation quality and ensure retrofit measures are installed correctly to achieve expected performance outcomes.

Stakeholder Coordination

Maintain communication between Retrofit Assessors, Designers, Installers, and project stakeholders to ensure smooth project delivery.

Compliance & Documentation Management

Ensure all project evidence, documentation, and compliance records are properly maintained in line with PAS 2035 and scheme requirements.

TrustMark Lodgement

Manage the final TrustMark project lodgement, ensuring all documentation, evidence, and compliance requirements are correctly submitted.

Our Coordination Process

Retrofit Assessment Review

Risk Assessment

Design Collaboration

Medium Term Improvement Plan

Project Oversight

Why Choose StepSoft Coordination Services

  • PAS 2035:2023 Compliant Services
  • Experienced Retrofit Coordinators
  • Risk Assessment & Compliance Expertise
  • Collaboration with Assessors & Designers
  • TrustMark Registration & Lodgement Support
  • End-to-End Retrofit Project Coordination
  • Quality Assurance & Installation Monitoring
  • Accurate Documentation & Evidence Management
  • Medium Term Improvement Plan (MTIP) Development
  • Retrofit Assessment & Design Review
  • Technical Guidance for Installers
  • Energy Efficiency & Carbon Reduction Focus
  • Strong Industry Partnerships

Benefits of Professional Retrofit Coordination

Energy Efficiency

Improved building performance and reduced energy consumption.

Compliance Assurance

Guaranteed compliance with PAS 2035 and TrustMark requirements.

Sustainable Solutions

Long-term improvements that reduce carbon footprint.

Let's Discuss Your Retrofit Needs

Accreditations & Certifications

'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'
'Elmhurst Retrofit Coordinator TrustMark Approved'

FAQ 's

What is Retrofit Coordination under PAS 2035?
Retrofit Coordination is a mandatory management role defined by BSI PAS 2035:2023 for domestic retrofit projects. The Retrofit Coordinator oversees the entire project — reviewing the assessment, assigning a risk pathway, collaborating with the designer, monitoring installation, and managing final TrustMark lodgement. Without a qualified coordinator, retrofit projects cannot achieve PAS 2035 compliance or ECO scheme funding sign-off.
 
StepSoft’s Retrofit Coordination covers: reviewing the Retrofit Assessment, assigning the correct risk pathway, collaborating on Retrofit Design, developing the Medium-Term Improvement Plan (MTIP), overseeing installation, conducting quality checks, managing all compliance documentation, and completing TrustMark project lodgement. This end-to-end service ensures every project is audit-ready and fully compliant with PAS 2035:2023.
 
Any installer, contractor, or managing agent delivering ECO4, GBIS, or Local Authority funded retrofit works must engage a qualified Retrofit Coordinator. Homeowners who want to access government-backed funding schemes also need a coordinator in place. StepSoft works directly with installers, managing agents, housing associations, and local authorities across the UK.
 
The Medium-Term Improvement Plan (MTIP) is a document produced by the Retrofit Coordinator that sets out a logical, performance-driven sequence of energy improvements for a property over time. It ensures that measures installed now do not conflict with or make future improvements more expensive. Under PAS 2035, an MTIP is a required document for medium and high-risk retrofit projects.
 
 
StepSoft handles the full TrustMark lodgement process as part of its Retrofit Coordination service. This includes compiling and verifying all project documentation, ensuring photographic evidence is complete, checking compliance records, and formally submitting the project to TrustMark’s system. This removes the administrative burden from installers and ensures a clean, first-time lodgement.
 
 
Yes. StepSoft has experience coordinating large-scale retrofit programmes for local authorities, housing associations, and managing agents across the UK. The team can manage multiple properties simultaneously, providing consistent documentation, risk pathway management, and compliance oversight across entire portfolios. Contact StepSoft to discuss programme pricing and capacity.
 
 
StepSoft’s coordinators identify and resolve non-compliance issues before they reach the audit or lodgement stage. Common issues such as incorrect property data, missing evidence, unsuitable measure recommendations, or inadequate ventilation strategies are flagged early. StepSoft works with installers and designers to resolve issues efficiently, preventing costly project delays or failed lodgements.
 
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