Supporting Retrofit Coordinators with Full PAS 2035 Control

Designed for Oversight. Built for Compliance. Engineered for Confidence.

Retrofit Coordinators carry significant responsibility under PAS 2035.

ECO Surv provides a fully integrated platform that gives Coordinators complete oversight of projects — from assessment through to lodgement — with compliant workflows, document automation, energy modelling tools and real-time evidence access.

Everything you need to manage risk, validate quality and protect your professional liability — in one secure system.

Full PAS 2035 Compliant Workflow

ECO Surv is structured entirely around PAS 2035 process stages.

The platform supports:

• Retrofit Risk Pathway management

• Assessment review and validation

• Medium Term Improvement Plans (MTIP)

• Improvement Option Evaluation

• Retrofit Design documentation

• Installation review

• Post-installation documentation

• Handover packs

Each stage follows a structured, guided workflow ensuring that nothing is missed.

Compliance is embedded in the system—not managed through disconnected spreadsheets or emails.

Automated PAS Document Generation

Producing compliant documentation manually is time-consuming and exposes coordinators to risk.

ECO Surv automates the generation of:

• PAS 2035 compliant documentation

• Medium Term Improvement Plans

• Retrofit Design documentation

• Compliance reports

• Handover documentation

• Audit-ready project files

Documents are generated directly from captured project data — eliminating duplication and reducing human error.

Professional, consistent, compliant documentation — every time.

Residential Property Ventilation Calculators

Ventilation compliance is a critical element of retrofit coordination.

ECO Surv includes integrated residential property ventilation calculators to support:

• Background ventilation assessment

• Intermittent extract calculations

• Continuous mechanical ventilation validation

• Compliance checks against current standards

Calculations are stored within the project record and linked directly to design documentation.

No separate spreadsheets. No lost calculations.

Integrated RdSAP Energy Modelling Tools

Retrofit Coordinators need visibility of performance improvement.

ECO Surv integrates RdSAP energy modelling functionality, allowing:

• Review of baseline energy performance

• Evaluation of improvement options

• Impact modelling of proposed measures

• Comparison scenarios

• Energy performance documentation linked to project files

Energy modelling data feeds directly into improvement planning and documentation.

This ensures design decisions are evidence-based and fully documented.

TrustMark Lodgement & Document Generation

Managing TrustMark requirements can be administratively heavy.

ECO Surv supports:

• TrustMark data preparation

• Required documentation collation

• Lodgement-ready file generation

• Structured storage of submission records

This streamlines the final compliance stage and reduces administrative overhead.

All project information required for lodgement is already structured and accessible.

Direct Project Allocation — Linked Accounts

Retrofit Coordinators can link their ECO Surv account to multiple organisations.

This enables:

• Projects to be assigned directly into your dashboard

• Real-time access to assessment data

• Immediate visibility of installer uploads

• Centralised oversight across multiple clients

• Reduced email and file sharing

You don’t wait for documents to be sent — they are already inside your system.

Instant Access to On-Site Assessor Evidence

Coordinators need to quickly validate assessment quality.

ECO Surv provides instant access to:

• Assessor site notes

• Time-stamped photographs

• Supporting documentation

• RdSAP inputs

• Evidence mapped to property elements

Everything captured on site is immediately available for review.

This improves turnaround time and strengthens compliance assurance.

Simple, Intuitive Workflow — Built for Real Practice

Retrofit coordination involves technical judgement—not administrative overload.

ECO Surv is designed with:

• Clear stage progression

• Structured compliance prompts

• Minimal manual duplication

• Logical navigation

• Centralised project view

The system supports your expertise rather than slowing it down.

Reporting & Oversight

Retrofit Coordinators require portfolio visibility.

ECO Surv provides reporting dashboards covering:

• Project status tracking

• Stage completion monitoring

• Outstanding evidence alerts

• Risk pathway categorisation

• Document completion status

• Audit trail logs

You maintain full oversight across multiple properties and programmes.

Designed to Protect Your Professional Liability

Under PAS 2035, Retrofit Coordinators hold significant accountability.

ECO Surv supports you by providing:

 Full digital audit trail
 Time-stamped evidence records
 Structured compliance workflow
 Automated document generation
 Centralised secure storage
 Clear version control

Your decisions are documented. Your process is defendable. Your compliance is structured.

Why Retrofit Coordinators Choose ECO Surv

 Fully PAS 2035 compliant platform
 Automated PAS document generation
 Built-in ventilation calculators
 Integrated RdSAP modelling tools
 TrustMark lodgement support
 Linked multi-organisation access
 Instant assessor evidence review
 Clear reporting and oversight