Skip to main content

Form library · Housing and property

Retrofit assessment template

A site record for a whole-house retrofit assessment. Record the dwelling type, age and any listing or conservation area, then the walls, loft insulation, floor and glazing. The form flags defects to deal with before measures go in, then records ventilation and whether the extract fans work, heating, occupants and comfort, and the improvement options noted. The optional Walk Cam films the outside and every room. Every question is listed below, and you can fill the live form in on this page.

Try the live form ↓Use it in SiteSurveySee completed form (PDF) ↗

Ready to use from the form library, and every question is yours to edit. Trial from £1, cancel any time.

Try it on your phone

Try it on this phone

Fill in the retrofit assessment on your phone now

See how the retrofit assessment looks on your phone

Scan the code with your phone camera. It opens the real form, no sign-up needed.

Open the live example and fill it in, just as your team would on site. No sign-up needed.

See it on this phone

Every question is editable. Add this form to your account, then change the wording, add or remove questions and options, and make it fit your own jobs.

Or start your trial with this form ready →

Prefer paper? Download a printable copy: PDF or Word

One email, and we won't add you to a mailing list.

What is a PAS 2035 retrofit assessment?

PAS 2035:2023 is the BSI specification for retrofitting dwellings for improved energy efficiency. Every domestic retrofit project is coordinated by a Retrofit Coordinator, and every dwelling is first assessed by a Retrofit Assessor. The assessment covers the construction and condition, defects, damp and mould, the existing ventilation, heating and hot water, planning constraints and any measures already installed. Measures are then installed to PAS 2030, or to MCS standards for some systems.

Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against BSI: PAS 2035:2023, retrofitting dwellings for improved energy efficiency and Ofgem: ECO4 guidance, new measures and products (TrustMark and PAS 2035).

Try the retrofit assessment form live

Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.

Live form: Retrofit Assessment RecordOpen full screen ↗
See a filled-in example

Open the completed example to see fictional readings, notes, photos and calculations. Choose Blank form to try entering your own answers.

Want to see one filled in? See a completed retrofit assessment report (PDF), made by SiteSurvey from a fictional site visit.

Every question in the retrofit assessment template

A whole-house retrofit assessment data record (PAS 2035 style): dwelling, construction, condition, ventilation, heating and hot water, existing measures, occupancy, defects to fix first and photos. 3 sections and 52 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.

Make it your own: every question is editable

This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.

Details you only enter once

Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.

  • Project: the project name
  • Client: the project's customer
  • Site: the site, when the form is opened for a space or a product
  • Site address: the site address, from the space or the project

Dwelling

  • ProjectShort answer
    Fills in from the project name
  • ClientShort answer
    Fills in from the project's customer
  • Site*Short answer
    Fills in from the site, when the form is opened for a space or a product
  • Site addressShort answer
    Fills in from the site address, from the space or the project
  • Assessment date*Date
  • TimeTime
  • Retrofit assessor*Short answer
  • Assessor accreditation or membership numberShort answer

    For example the TrustMark-registered scheme or professional body membership.

  • Dwelling typeChoose one
    • Detached
    • Semi-detached
    • Mid-terrace
    • End-terrace
    • Flat
    • Maisonette
    • Bungalow
  • AgeChoose one
    • Before 1900
    • 1900 to 1929
    • 1930 to 1949
    • 1950 to 1966
    • 1967 to 1982
    • 1983 to 2002
    • 2003 or later
  • Listed building or conservation area?Yes or No
  • GuidancePAS 2035:2023 says every domestic retrofit project is coordinated by a Retrofit Coordinator, and every dwelling is first assessed by a Retrofit Assessor. The assessment covers the construction and condition, defects, damp and mould, ventilation, heating and hot water, planning constraints and any measures already installed. This form records the site data for the assessment. It is not the assessment report or the energy assessment, and it does not by itself make a project PAS 2035 compliant.
  • CheckThis is a site data record that supports the PAS 2035 retrofit assessment and any RdSAP energy assessment or EPC. It is not the lodged assessment, the EPC or the Retrofit Coordinator's sign-off.
  • Walk Cam: retrofit assessmentWalk Cam video with voice-to-text

    Optional. Film a guided walk-through on the SiteSurvey app.

Fabric and condition

  • Main wallsChoose one
    • Solid brick
    • Cavity, unfilled
    • Cavity, filled
    • Timber frame
    • System build
    • Stone
  • Loft insulation depth (mm)Number

    Rule or tape in the insulation, or measure from a photo with an A4 sheet standing upright in it as the reference.

  • Ground floorChoose one
    • Suspended timber
    • Solid
    • Unknown
  • GlazingChoose one
    • Single
    • Double before 2002
    • Double 2002 or later
    • Triple
    • Mixed
  • Wall areas by elevation
    Repeat for each entry. Each one asks:
    • Elevation*Choose one
      • Front
      • Rear
      • Left side
      • Right side
      • Rear extension
      • Other
    • Wall type on this elevationChoose one
      • Solid brick
      • Cavity, unfilled
      • Cavity, filled
      • Timber frame
      • System build
      • Stone
      • Mixed
    • Width of the elevation (m)Number

      Tape or laser along the base, or measure from a photo taken square on with the front door as the reference.

    • Height to the eaves (m)Number
    • Gross wall area (m²)Worked out by the form
      Shown only when the answers above make it relevant
    • Windows and doors on this elevation
      Repeat for each entry. Each one asks:
      • Window or door (for example W1, front door)*Short answer
      • Width (m)Number
      • Height (m)Number
      • Area (m²)Worked out by the form
        Shown only when the answers above make it relevant
    • This elevation: window and door area (m²)Worked out by the form
    • This elevation: net wall area (m²)Worked out by the form
      Shown only when the answers above make it relevant
    • Photo of the elevationPhotos
  • Gross wall area (m²)Worked out by the form
  • Window and door area (m²)Worked out by the form
  • Net wall area (m²)Worked out by the form
  • Windows and doors as a share of the wall area (%)Worked out by the form
    Shown only when the answers above make it relevant
  • Defects to fix before retrofitTick all that apply
    • Damp or mould
    • Roof leaks
    • Gutters or downpipes
    • Cracked render or pointing
    • High ground levels
    • Blocked air bricks
    • None found
  • WarningPAS 2035 asks for structural defects to be repaired and the causes of damp or water ingress to be dealt with before retrofit measures are installed.
    Shown only when the answers above make it relevant
  • Defects found
    Repeat for each entry. Each one asks:
    Shown only when the answers above make it relevant
    • Defect*Choose one
      • Damp or mould
      • Roof leaks
      • Gutters or downpipes
      • Cracked render or pointing
      • High ground levels
      • Blocked air bricks
      • Other
    • WhereShort answer
    • When to fix*Choose one
      • Before any measures
      • Alongside the measures
      • Monitor
    • PhotosPhotos
  • Defects recordedWorked out by the form
    Shown only when the answers above make it relevant
  • To fix before any measuresWorked out by the form
    Shown only when the answers above make it relevant
  • To fix alongside the measuresWorked out by the form
    Shown only when the answers above make it relevant
  • Photos of defectsPhotos

Ventilation, heating and occupancy

  • Ventilation*Tick all that apply
    • Trickle vents
    • Kitchen extract
    • Bathroom extract
    • Continuous (dMEV)
    • Positive input ventilation (PIV)
    • MVHR
    • None
  • Do the extract fans run and move air?Choose one
    • Yes
    • No, or weak
    • No fans fitted
  • Main heatingChoose one
    • Gas boiler
    • Oil boiler
    • Electric storage
    • Heat pump
    • Solid fuel
    • Other
  • Boiler make, model and ageShort answer
  • OccupantsNumber
  • Occupancy and comfort notes (cold rooms, condensation, health)Notes
  • Improvement options notedNotes
  • Householder nameShort answer
  • Householder signatureSignature
  • Completed by*Short answer
  • SignatureSignature

See it filled in

A completed retrofit assessment report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.

See completed form (PDF) ↗

Retrofit assessment FAQs

Why fix defects first?

PAS 2035 asks the retrofit design to take account of the need to repair structural defects and deal with the causes of damp or water ingress before retrofit measures are installed. The form flags them.

Why record ventilation?

PAS 2035 warns that work to reduce heat loss or air leakage might have unintended consequences for indoor air quality and moisture. The assessment includes an inspection of the existing ventilation, including fans and background ventilators.

Do funded schemes use PAS 2035?

Ofgem's ECO4 guidance says measures must be installed by, or under the responsibility of, a person registered with TrustMark (or equivalent), and that the TrustMark framework requires PAS 2035:2023 compliance.

Is this the full PAS 2035 assessment?

It records the site data. The assessor's full report, including the energy assessment, is produced from your retrofit software.

Can I film the home?

Yes. The optional Walk Cam guides you to film each elevation, the roof and every room, and the householder signs on your phone at the end of the visit.

Who uses this?

Retrofit assessors and coordinators, housing associations, councils and energy efficiency installers.

Related

Stock condition surveys softwareLoft insulation surveyStock condition survey templateDamp and mould inspection formAll forms in the library

Related templates

Templates that go with the retrofit assessment form

Loft insulation survey

A loft insulation pre-install survey: access, existing insulation depth, joists, ventilation and condensation, cables and downlights, tanks and pipes, boarding and storage, area and the work proposed.

3 sections · 44 questions · See every question →
Stock condition survey template

Elements, lifecycles and renewal years, kitchen and bathroom, heating and electrics, hazards and recommended work for each property.

7 sections · 105 questions · See every question →
Damp and mould inspection form

Room by room damp and mould inspection with causes, HHSRS hazard check, photos and remedial actions. Built for Awaab's Law timescales.

10 sections · 131 questions · See every question →

Browse all 315 forms in the library

Use this retrofit assessment form with your team

Add it from the form library in one click, change any question, and every completed form becomes a branded PDF report.

Start your trial →