Retrofit assessment
A retrofit assessment is the process of surveying, inspecting, assessing and recording the relevant characteristics of an existing dwelling ...in order to provide sufficient information for the preparation of a retrofit. This role is mentioned in PAS 2035, which is the British Standard for retrofitting dwellings, first published in 2019, and most recently in 2023, it outlines how retrofit projects should be managed and delivered.
Figures by the Trustmark from November 24, indicate that some 225k retrofit assessments have already been carried out in the UK. Following the PAS standard a piece of work regarding a standard for UK retrofit was started by RICS and published in their document 'Residential retrofit standard: RICS Professional Standard UK, as a 1st edition in March 2024, effective from 31 October 2024.
The BS 40104 Assessment of dwellings for retrofit, will effectively formalise and expand on this work, the new British Standard with effectively replace clauses 8.2-8.6 of the PAS 2035 document and will add clarity and context to other sections if so required. The current broad scope structure of the BS 40104 Assessment of dwellings for retrofit as developed by the CB/401 BSI Committee - Retrofitting Energy Efficiency Measures is as follows (for updates follow the BSI link above):
| Context - how the dwelling should be inspected and reported on |
|
| Condition - the assessment of the condition of the dwelling and defects including: |
|
| Occupancy - focussing on the two main facets of occupancy described in PAS 2035: |
|
| Ventilation - Key to healthy homes is a functional ventilation strategy, as such a comprehensive understanding of the dwellings existing ventilation system should recorded, this includes (see also Annex C of PAS 2035): |
|
| Energy Performance - The energy performance characteristics of the dwelling. |
|
| Significance - The architectural or historical context of a dwelling is key to the provision of a sensitive retrofit. Where a dwelling is, or forms part of, a protected dwelling (Listed, part of a conservation area or within a world heritage site for example) or traditional (defined as “constructed with solid brick or stone walls, or timber-framed walls with any infill”), then it should be treated in a specific manner as part of the retrofit assessment: |
|
| Reporting - encompassing the data above provided in a standardised format and may include: |
|
| Qualifications - |
[edit] Related articles on Designing Buildings
- Alterations to existing buildings.
- Do the building regulations apply to works to existing buildings?
- Demolition.
- Material amendment.
- Material change of use.
- Minor material amendment.
- Non material amendment.
- Change of use class.
- Planning permission.
- Permitted development.
- Principal designer.
- Renovation v refurbishment v retrofit.
- Retrofit project roles.
- Types of works to existing buildings.
Featured articles and news
UK Infrastructure: A 10 Year Strategy. In brief with reactions
With the National Infrastructure and Service Transformation Authority (NISTA).
Ebenezer Howard: inventor of the garden city. Book review.
The Grenfell Tower fire, eight years on
A time to pause and reflect as Dubai tower block fire reported just before anniversary.
Airtightness Topic Guide BSRIA TG 27/2025
Explaining the basics of airtightness, what it is, why it's important, when it's required and how it's carried out.
Construction contract awards hit lowest point of 2025
Plummeting for second consecutive month, intensifying concerns for housing and infrastructure goals.
Understanding Mental Health in the Built Environment 2025
Examining the state of mental health in construction, shedding light on levels of stress, anxiety and depression.
The benefits of engaging with insulation manufacturers
When considering ground floor constructions.
Lighting Industry endorses Blueprint for Electrification
The Lighting Industry Association fully supports the ECA Blueprint as a timely, urgent call to action.
BSRIA Sentinel Clerk of Works Training Case Study
Strengthening expertise to enhance service delivery with integrated cutting-edge industry knowledge.
Impact report from the Supply Chain Sustainability School
Free sustainability skills, training and support delivered to thousands of UK companies to help cut carbon.
The Building Safety Forum at the Installershow 2025
With speakers confirmed for 24 June as part of Building Safety Week.
The UK’s largest air pollution campaign.
Future Homes Standard, now includes solar, but what else?
Will the new standard, due to in the Autumn, go far enough in terms of performance ?
BSRIA Briefing: Cleaner Air, Better tomorrow
A look back at issues relating to inside and outside air quality, discussed during the BSRIA briefing in 2023.
Restoring Abbotsford's hothouse
Bringing the writer Walter Scott's garden to life.
Reflections on the spending review with CIAT.
Retired firefighter cycles world to raise Grenfell funds
Leaving on 14 June 2025 Stephen will raise money for youth and schools through the Grenfell Foundation.
Key points for construction at a glance with industry reactions.