Retrofit Roles for pros

Funding and PAS 2035

Currently, all government funding programs for residential retrofit require the PAS 2035 process and PAS 2030 installers.

Funding

Overview

Funding for Social Housing

• Social Housing Decarbonisation Fund (SHDF): association-led
• Great British Insulation Scheme (GBIS, ECO+): tenant-led
• Energy Company Obligation (ECO): by household, energy company-led
• Home Upgrade Grant (HUG): local authority-led
• Green Homes Grant Local Authority Delivery scheme (LAD)

Funding:

Public Sector

Funding for Private Sector

• Great British Insulation Scheme
• (GBIS)Energy Company Obligation (ECO)
• Home Upgrade Grant (HUG)

Funding: Private Sector

Data Collector

Retrofit Assessor

Q: Who Can Be a Retrofit Assessor?

A: An experienced DEA (Domestic Energy Assessor)

DEA

Data Collector

Retrofit Assessor

Q: What does a Retrofit Assessor do?

• Desktop survey
• Site assessment
• Standard EPC survey: plans, areas, type(s) of construction, heating, water, etc.
• Ventilation assessment
• Occupancy assessment
• Condition assessment
• Historic significance survey

Data Collector

Retrofit Assessor

DEA qualification course (example)

Q: How do you become a Retrofit Assessor?

A:

• Required: Level 3 DEA qualification
• Recommended: + Level 4 retrofit assessor qualification
• Registration (for example, with Elmhurst)
• Insurance

Retrofit Assessor

Q: What about pay and demand?

A. Demand is strong.

According to Check-a-trade...

EPC

Energy Performance Certificate

Based on

EPC

Condition assessment

Site Assessment

Significance assessment

Ventilation

Existing EEM

Retrofit Coordinator

Q: Who Can Be a Retrofit Coordinator?

A: An experienced construction industry professional

engineer

retrofit designer

surveyor

architect

retrofit assessor

experienced

tradesperson

Client Contact and Advocate

Retrofit Coordinator

Q: What does a retrofit coordinator do?

• Records client goals and motivations

• Performs risk assessments based on property and project type and potential measures interactions

• Oversees property/site assessment

Client Contact and Advocate

Retrofit Coordinator

Q: What does a retrofit coordinator do?

• Produces Improvement Options Evaluation based on property assessment

• Meets with clients to choose package of measures

• Produces Medium Term Plan for house (or archtype), usually phased

Client Contact and Advocate

Retrofit Coordinator

Q: What does a retrofit coordinator do?

• Engages designer (if required for job), sets and verifies scope of design

• Monitors installation; may make site visits and give toolbox talks

• Initiates basic evaluation after installation is complete

Client Contact and Advocate

Retrofit Coordinator

Q: How do you become a Retrofit Coordinator?

A: It's a level 5 qualification

Retrofit Academy Process

• You must already have basic knowledge of the construction industry and residential construction in the UK.

• It takes most people three months to a year to finish the course (145 hours total)

• Registration (for example, with Elmhurst) and insurance are also required in order to work independently

Client Contact and Advocate

Retrofit Coordinator

Q: What about pay and demand?

A.

Demand is strong.

According to Check-a-trade...

Retrofit Evaluator (same qualification as RC)

Problem Solver

What do Retrofit Evaluators do?

• Specialised Retrofit Evaluators come in post-installation if issues have been identified through the basic evaluation questionnaire

• They report results of their investigation to the clients, Trustmark, and the PAS 2035 team

• At the Advanced Evaluation level, they will produce a formal report

Problem Solver

Retrofit Evaluator (same qualification as RC)

What do Retrofit Evaluators do?

In the process of sorting out the issue(s) Evaluators may:

• monitor and evaluate data
• perform tests
• perform or commission technical surveys on-site
• Administer interviews or questionnaires

Improvement Options Evaluation

Medium Term Plan

Scope of Design

Retrofit Designer

Q: Who Can Be a Retrofit Designer?

A: People with existing qualifications and registrations

registered architect

chartered building surveyor

measure-specific

(1-2 measures)

chartered architectural technologist

member: Chartered Institute of Building

Not present on every job

Retrofit Designer

Q: What does a retrofit designer do?

• Works with the Retrofit Coordinator
• Has a copy of the home retrofit assessment report
• Has a copy of the medium term retrofit plan
• Is assigned design tasks, often based on measures interactions
• Produces drawings (including details) and specifications
• The Retrofit Installer uses the design as a guide

Retrofit Designer

Q: What about pay and demand?

A.

Demand is strong.

According to Glass Door...

Retrofit Installer

Q: Who Can Be a Retrofit Installer?

A: Tradespeople and labourers who are part of a PAS 2030-certified company

carpenter/joiner

Plumber

trained

system/product

specialists

Bricklayer

electrician

Retrofit Installers

Are usually experienced in the installation of one or more EEMs (energy efficiency measures) and can be registered with the relevant certification body for each of those EEMs.

Retrofit Installer

The Retrofit Installer should be provided with:

• The Retrofit Assessment report

• The Medium Term Plan

• The Retrofit Design

1

Retrofit Installer

Q: What does a Retrofit Installer do?

A:

• Perform a pre-installation building inspection

• Validate the retrofit design (make sure it's sufficient for costing) and report to retrofit coordinator

• Provide costing / estimates

• May (if agreed upon with the RC) apply for planning permission and building regulations approval.

• Install one or more energy efficiency measures (EEMs)

2

Retrofit Installer

Q: What does a Retrofit Installer do?

A:

• Make sure the interfaces between components are airtight and well insulated

• Demonstrate compliance of processes and competence of operatives (with PAS 2030) if the RC finds any issues onsite

• Perform commissioning and handover:

Handover includes giving advice to the clients and/or tenants on how the EEMs work, how to protect and maintain them, and how to operate them. Occupants must demonstrate their ability to operate the systems.

Retrofit Installer

How do you become a Retrofit Assessor?

Q: How does a company get PAS 2030-certified?

Method Statement - how the job is done

Method Statement

- May be edited for each job:

• location-specific
• Incorporates retrofit design
• may include air tightness strategy

- Lays out installation process for a retrofit measure or set of measures

- Must comply with any PAS 2030 reference standards that apply

Operatives and Qualifications

Operatives & Qualifications

An operative is an employee or subcontractor working for a retrofit installer.

PAS 2030 rules for specific retrofit measures may include documenting operatives and their qualifications, and may include minimum standards for qualifications.

Inspections

Commissioning and Handover