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PAS 2035:2023 · TrustMark Registered

Retrofit coordination that survives the audit.

Every publicly funded domestic retrofit in the UK needs a retrofit coordinator. We do the job properly: whole-house assessment, a medium-term improvement plan for every home, retrofit design, recorded site inspections and TrustMark lodgement — one accountable name from first survey to final evidence pack.

£549per property, fixed
3,600+homes assessed & certified
PAS 2035compliant, end to end
TrustMarklodgement included

What a retrofit coordinator actually does

The title sounds administrative. The job is not. A retrofit coordinator is the person responsible for making sure that a house, after you have spent money on it, is warmer, drier and safer than it was before — and that it can be proved.

PAS 2035:2023 replaced the 2019 edition, which was withdrawn on 30 March 2025. It makes the coordinator responsible for every project from inception to evaluation, protecting both your interest and the public interest. In practice that comes down to six duties. We carry all six:

  1. Agreeing intended outcomes. Before anyone surveys a house, we agree and record with you what the project has to achieve — lower energy use or bills, lower carbon, a better SAP rating, warmer rooms, an end to condensation and mould. Everything that follows is measured against those outcomes.
  2. Whole-dwelling assessment. Every home is assessed by a qualified retrofit assessor: construction, condition, defects, damp and mould, heating and hot water, and a checklist inspection of the existing ventilation. Traditionally built homes also get a heritage significance assessment. On large programmes, design can start from assessments of each house type, but every home still has its own assessment before its design is finished.
  3. Improvement options and a medium-term plan for every home. We evaluate the options and recommend a package of measures, costed, sequenced and mapped against your funding stream. The 2023 edition makes a medium-term improvement plan mandatory for every dwelling, showing what happens in this phase and what is deliberately left for the next.
  4. Design by the right designer. The old A, B and C risk paths are gone. The designer's required qualifications now scale with the work, from a measure specialist for a single measure up to a chartered architect, architectural technologist, CIOB member or chartered building surveyor for three or more interacting fabric measures or any fabric work on high-rise and system-built homes. We offer retrofit design as a service: we subcontract each design to a designer qualified for those measures and that type of building, check their qualifications against the project as the standard requires, and manage the design through to sign-off. Responsibility for the design itself rests with that qualified designer, and every fabric project gets an airtightness and air leakage testing strategy.
  5. Recorded site inspections. We brief the installers on the design and installation sequence before work starts, then inspect during installation — in person for anything beyond the simplest measures, and wherever one measure connects to another. Every inspection is recorded in writing with photographs. Any non-compliance is reported in writing to the contractor and to you, and escalated to TrustMark if it isn't put right.
  6. Handover, advice and evaluation. Handover to the residents (and to you, where you're the landlord), retrofit advice they can actually use, a basic evaluation of every project against the intended outcomes, lodgement with TrustMark, and the property-level evidence pack your funder and your auditor will ask for.

Why sequencing is the risk

The single most expensive mistake in domestic retrofit is insulating a building without dealing with how it breathes. Insulation raises internal surface temperatures and reduces uncontrolled air leakage — both good — but the moisture that was previously escaping through draughts now has nowhere to go.

The pattern is depressingly consistent: walls insulated in year one, condensation and mould complaints in year two, remedial ventilation work in year three at a cost that would have covered the ventilation design in the first place.

PAS 2035 exists largely because this happened at scale under earlier funding programmes. The coordinator's job is to stop it happening again.

In practice that means ventilation is designed at the same time as the fabric measures, not bolted on afterwards; that the heating system is sized against the post-retrofit heat loss rather than the pre-retrofit one; and that the order of works reflects how the building behaves, not the order the installers happen to be available.

Funding streams we work with

ProgrammeWhat we handle
Warm Homes: Social Housing Fund (formerly SHDF)Wave delivery at portfolio scale — assessment, design, coordination, lodgement and the compliance evidence the delivery partner reports against.
Warm Homes: Local Grant (formerly HUG)Able-to-pay and low-income private tenure, including eligibility evidence and coordination across mixed-tenure streets.
ECO4 & ECO FlexWhole-house minimum requirements, flex referral routes and the SAP uplift modelling that determines whether a property qualifies.
Privately fundedHomeowners and landlords who want the same standard without a grant behind it.

What you get, per property

  • Intended outcomes agreed and recorded with you at inception
  • Whole-dwelling retrofit assessment, including a ventilation inspection
  • Medium-term improvement plan, costed and sequenced
  • Retrofit design, subcontracted to a designer qualified for the measures, with ventilation and airtightness strategies
  • Installer briefings and recorded site inspections, with photographs
  • Post-installation evaluation and TrustMark lodgement
  • A property-level evidence pack that stands up to audit

Procurement

However suits your governance: direct award under threshold, call-off from an existing framework, or as a named subconsultant in someone else's bid. Insurances, accreditations and references go out the same day you ask. We are also happy to support a funding application before any commitment exists — if the bid fails, you owe us nothing.

Related: portfolio EPCs for your funding baseline, and air permeability testing for post-works quality assurance.

Before You Ask

Fair questions,
straight answers.

Is a retrofit coordinator a legal requirement?+
For publicly funded domestic retrofit in the UK, effectively yes. PAS 2035 is the governing standard, funders require compliance with it as a condition of grant, and TrustMark lodgement — which the funding depends on — cannot happen without a coordinator having discharged the role. Privately funded work has no such obligation, but the technical reasons for having one do not change.
What is the difference between a retrofit assessor, designer and coordinator?+
The assessor surveys the property and produces the data. The designer specifies the measures and details how they will be built. The coordinator owns the whole process — commissioning the assessment, evaluating the options, managing the design and installation, and taking responsibility for the outcome. One person can hold more than one of these roles if qualified for each, and we hold coordinator and assessor qualifications in-house. Under PAS 2035:2023, responsibility for design rests with a designer whose qualifications match the measures and the type of building. We provide retrofit design as a service by subcontracting each project to an appropriately qualified designer, and we manage the design alongside the coordination.
How long does coordination take per property?+
The assessment itself is a single visit, typically 90 minutes to three hours depending on the size, construction and condition of the property. The improvement plan follows within about five working days. Coordination then runs for the duration of the installation works — so the total elapsed time is governed by your installer programme, not by us.
Can you coordinate work that another assessor has already surveyed?+
Usually yes, provided the assessment is PAS 2035:2023 compliant, recent enough to still reflect the property, and the underlying data is available to us rather than just a PDF summary. We will tell you honestly if a re-survey is needed rather than build a plan on data we cannot stand behind.
What happens if the work fails an audit?+
It should not, because the evidence pack is assembled as the work proceeds rather than reconstructed afterwards. If a funder or TrustMark raises a query on a property we coordinated, we handle the response and any remedial evidence at no additional cost.

One Last Thing

Tell us about the stock.
We'll tell you what's fundable.

Send us a property list and the funding stream you are targeting. We will come back with what qualifies, what it costs to coordinate, and the order the measures should go in — before you commit to anything.

PAS 2035:2023 compliant, end to end
TrustMark lodgement included in the fee
Volume rates for portfolios of 50+ homes
Support on funding applications at no cost

Start the conversation

No obligation. We reply within one working day — usually much faster.

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