Retrofit assessment and coordination for Warm Homes schemes, social landlords and installers

Reviewed October 2026

Who we support

Retrohaus Energy Consultancy provides retrofit assessment and retrofit coordination for homes improved under Warm Homes schemes, and we support the social housing providers and local authorities that deliver them. We also support solar PV and air source heat pump (ASHP) installers, including the work they deliver under grant schemes.

What the schemes require, and what we provide

What we deliver

• EPCs before the work, with the evidence file, to establish each home's starting band
• PAS 2035 retrofit assessments using RdSAP 10: condition, occupancy, ventilation and energy, with measured plans and photographs
• Retrofit coordination: a review of each assessment, the medium-term improvement plan, design liaison, site inspections and the evidence record
• TrustMark lodgement of the completed project
• EPCs after the work, so that the result is on the public register
• Access arranged directly with residents, landlords or agents

We do not install measures. The design and fitting of each system stay with the Retrofit Designer and the installer.

For solar PV and heat pump installers

You fit the system. Funded schemes also need someone to assess the home first, to decide whether the measure suits it and to record that it went in properly. Under PAS 2035 those are separate roles. The Local Grant guidance says that whether a home is suitable for a heat pump should be determined by a Retrofit Coordinator or another competent professional.

• An assessment before design, so that ventilation, damp and the condition of the building are known before a measure is specified.
• A coordinator who does not install or supply the measures.
• Evidence gathered as the job goes, so that lodgement is not held up by a missing photograph.
• EPCs before and after, for your customer and for the scheme.

For private installations and Boiler Upgrade Scheme work, where PAS 2035 is not required, we can still provide the certificate that records what your system has added.

For social housing providers and local authorities

Bringing a stock up to band C starts with knowing where each home stands. We survey, we assess and we coordinate, and we report in a form a programme team can use.

• EPCs across a stock or an estate, set out on request in one schedule showing each home's rating, expiry date and distance from band C.
• Retrofit assessments across a programme, carried out to one standard.
• Coordination through design, installation and handover, with site inspections wherever the standard requires them.
• Lodgement with TrustMark, and EPCs after the work to show the band each home has reached.

In the West Midlands the Warm Homes: Local Grant and the Social Housing Fund are devolved to the combined authority and delivered with the seven councils. The standards are the same.

Why Retrohaus

• Accredited and registered. Our assessors are accredited through Elmhurst Energy, ECMK and Quidos, and Retrohaus is registered with TrustMark.
• Independent. We do not fit or sell insulation, heating or solar panels.
• Evidence first. We back the figures we enter with measurements, photographs and documents.
• Based in Coventry. Site surveys across the Midlands, and retrofit coordination nationwide.

Sources: Department for Energy Security and Net Zero, Warm Homes: Local Grant policy guidance (July 2026) and Warm Homes: Social Housing Fund Wave 3 scheme guidance; West Midlands Combined Authority, devolved retrofit pilot; Ofgem, Boiler Upgrade Scheme guidance and Energy Company Obligation pages; government response on extending ECO4 (23 January 2026); Elmhurst Energy guidance on PAS 2035. This page describes our services and summarises published scheme rules. Always check the current guidance for the scheme you are delivering.