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Retrofit guide

Retrofit assessment (ECO4): survey guide for installers

How organised site evidence can support an ECO4 project file, and where the survey record stops short of the formal retrofit assessment.

Survey evidence · visible assumptions · portal delivery · 4 min read

Guide

Retrofit assessment evidence that supports ECO4 delivery

A Vertex survey can organise property photographs, measurements and observations requested for the job. The Retrofit Assessor, Retrofit Coordinator and other competent parties remain responsible for the formal assessment, risk pathway, design and compliance decisions.

What strong looks like

A traceable site record

  • Property, construction and services evidence captured to the agreed brief
  • Photographs labelled by area instead of supplied as an unstructured folder
  • Measurements tied to the room, elevation or item they describe
  • Missing, inaccessible or unconfirmed information left visible for review
Where time is lost

Gaps found too late

  • Rooms or elevations that cannot be matched to the photographs
  • Construction assumptions presented as confirmed facts
  • Services, access or proposed equipment areas omitted from the brief
  • Different teams holding different versions of the evidence
Why it helps

Checked while correction is practical

  • The submitted record can be reviewed while the surveyor is still on site
  • Missing booked evidence can be requested before the surveyor leaves
  • The report and supporting record remain available through the portal
  • Programme teams can use one repeatable capture method across surveyors
Responsibilities

Where the survey record stops

Vertex does not describe a site-evidence visit as the formal retrofit assessment. The required project roles and documents depend on the scheme, measure and current requirements. The delivery team should set the brief and confirm which qualified person must inspect, assess, design or sign off each part.

Survey evidence

What Vertex can supply

A consistent visual and measured record of the items agreed before the visit, with gaps and site constraints identified for the next team.

Formal assessment

What needs the appointed role

Condition, occupancy, ventilation, risk and improvement decisions must be made and recorded by the appropriately qualified project professionals.

Before booking

Write the brief first

State the required photographs, measurements, documents and handover format so the survey can support the project file without implying certification it does not provide.

Related guides
See survey deliverables Review EPC evidence Discuss a programme brief