Title Page

  • Address
  • Retrofit Assessor

  • Retrofit Coordinator

  • Retrofit Designer

  • Please provide name

  • Additional qualifications needed? Retrofit Designer Qualifications (Ref PAS2035:2023 Annex A Qualifications) A chartered architectural technologist (MCIAT or FCIAT) registered by the Chartered Institute of <br>Architectural Technologists (CIAT) <br>An architect registered by the Architects Registration Board (ARB) <br>A professional member of the Chartered Institute of Building (MCIOB or FCIOB) <br>A chartered building surveyor (MRICS or FRICS) <br>

  • Measures to be installed (Stage 1 only)

Preliminaries

  • Retrofit Designer Qualifications

  • Review Guidance

  • Review assessment information

  • Retrofit Coordinator activities

Overheating Statement

  • As part of my role as the Retrofit Coordinator I have identified that your property has [south, east or west] [windows, patio doors, bi-fold doors] and therefore as the home is being insulated temperatures in the summer may result your home to be warmer than normal.

  • Has the property oversized windows, Patio Doors, or Bifold Doors, If so what directing are they facing?

  • [If existing shading is present]
    It is recommended that during the UK’s warmer months that the existing shading (Curtains, Blinds, shutters, external sun canopies etc) is used to prevent your property becoming too warm during those months.

  • If existing shading is not present Some of our recommendations to try and keep the property cooler during the summer months are as follows [include as appropriate]:

Retrofit Coordinator Site Visits

  • When a site Coordinator Site Visit is Required who will carry it out.

Retrofit Design

  • Scope of the design

  • PAS 2035:2030: Compliant Design

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  • This install must be completed in line with:

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  • The install must be completed in line with:

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  • This install must be completed in line with:

  • Ventilation Assessment (Insulation Measures) - does it meet the PAS 2035 requirements?

  • If Yes:

  • If No:

  • If N/A

  • Condition of the existing building

  • What remedial works are needed?

  • Planning Conditions - Is Planning Permission Required for EEM upgrade?

  • Please explain the Planning Permission Requirements

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  • Products & material specification

  • Moisture Management

  • Damp, Mould & Condensation

  • Where is this evident?

  • Physical interactions between measures

  • Resilience to rainwater ingress or flood

  • Fire Safety

  • Maintenance requirements (Insulation)

  • Technical Standards

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  • Please select the heaters which are being installed?

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  • What Boiler is being installed?

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  • What Heat Pump is being installed?

  • Sequence of Installation

  • Operative Competency

  • Testing & Commissioning

  • Handover (All Measures)

  • Handover (Ventilation)

Liaison with the Retrofit Installer regarding the Retrofit Design

  • Assessment and handover documents

  • Name of Installation Company

Conflict of Interest Statement

  • John Bradbury Retrofit Coordinator declare that I have no conflict of interest.

  • The Role of the Retrofit Coordinator shall be to protect both the Client's interest and the public interest. The Retrofit Coordinator shall be responsible for overseeing the project from inception to completion, i.e. the Risk Assessment, the Dwelling Assessment, the Retrofit Design, the installation of improvement measures (in accordance with PAS2030), and post-completion Monitoring and Evaluation.

  • The Retrofit Coordinator may be employed by the Client, or by an organisation commissioned to undertake the assessment, design, installation, commissioning or monitoring and evaluation work (or a combination of these). Where a conflict of interest arises between the Retrofit Coordinator's duty to protect the Client's interest, the public interest and the employer's interest it shall be declared to the Client so that arrangements can be made to resolve it.

  • Signature

  • Trustmark Licence Number

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