Supply Chain Advice Pack: Managing Expired Surveys and Assessments
Introduction
Domestic EPCs and retrofit assessments underpin almost every stage of planning, compliance, and delivery in the domestic retrofit supply chain. A current EPC provides the baseline energy performance of a home, which is essential for funding applications, project scoping, and demonstrating improvements. Retrofit assessments, under PAS 2035, offer a deeper understanding of the property’s condition, ventilation, occupancy patterns, and upgrade needs. To learn more around the difference you can read our other advice packs ‘best practice retrofit assessments’ and ‘RdSAP changes for the supply chain’.
When EPCs expire or assessments become outdated, this risks delays, re-assessing costs, inaccurate planning, and noncompliance with schemes such as Warm Homes: Social Housing Fund Wave 3 and Local Grant (WH:SHF- and LG). It can be irritating to residents and risks drop-outs due to visit fatigue resulting from additional on-site surveys.
This advice pack aims to provide useful, concise information, for supply chain organisations involved in the delivery or use of EPC and retrofit assessments, about understanding and managing the risks associated with old or expired assessments.
Download the PDF below to access this Advice Pack.
Readers that would like this document in a more accessible format should contact rise@turntown.co.uk.
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