Enabling Local Authorities to Manage Retrofit Delivery with Confidence

Local Authorities are under increasing pressure to deliver energy efficiency improvements, reduce carbon emissions and manage public funding responsibly.

ECO Surv provides a complete retrofit delivery platform — combining compliant workflows, project oversight tools, evidence management and specialist retrofit support — enabling Local Authorities to deliver retrofit programmes efficiently, transparently and in full compliance with PAS 2030 & PAS 2035.

Full PAS 2030 & PAS 2035 Compliance

Retrofit projects funded through government schemes require strict compliance and clear audit trails.

ECO Surv ensures projects are delivered through fully compliant workflows, supporting:

• PAS 2035 process stages

• Retrofit risk pathway management

• Assessment, design and installation validation

• Structured evidence capture

• Documentation control and version management

• Audit-ready project records

Compliance is embedded at every stage of delivery, reducing risk for Local Authorities.

Programme & Project Management Oversight

Managing retrofit across multiple properties, contractors, and stakeholders requires clear visibility.

ECO Surv provides:

• Portfolio-wide programme oversight

• Live project tracking

• Stage completion visibility

• Risk and issue monitoring

• Delivery partner management

• Centralised documentation and communication

This enables Local Authorities to maintain control across complex retrofit programmes.

Dedicated Retrofit Delivery Support

ECO Surv combines technology with sector expertise.

Local Authorities benefit from access to a dedicated retrofit team that supports:

• Programme setup and onboarding

• Compliance guidance

• Delivery coordination

• Quality assurance processes

• Operational support throughout delivery

This ensures projects progress efficiently while maintaining compliance standards.

Property Portfolio Analysis & Strategic Planning

Effective retrofit delivery begins with an understanding of the housing stock.

ECO Surv supports Local Authorities with:

• Stock analysis and categorisation

• Energy performance benchmarking

• Risk pathway identification

• Priority property selection

• Data-led programme planning

This allows strategic investment decisions aligned to decarbonisation targets and funding priorities.

Integrated RdSAP Energy Modelling Tools

ECO Surv includes RdSAP energy modelling functionality to support evidence-based decision making.

Local Authorities can:

• Review baseline energy performance

• Model potential improvement outcomes

• Compare retrofit scenarios

• Support funding applications with data

• Measure projected energy impact

All modelling data is linked directly to project records and reporting.

TrustMark Lodgement & Automated Document Generation

Administrative complexity is one of the biggest challenges in large retrofit programmes.

ECO Surv simplifies the process through:

• Automated document generation

• Compliance file creation

• TrustMark-ready data preparation

• Structured storage of lodgement records

• Streamlined submission workflows

This reduces administrative burden while improving accuracy and consistency.

Retrofit Assessor Network Using ECO Surv

Scaling retrofit programmes requires consistent and reliable assessments.

ECO Surv provides access to a network of Retrofit Assessors using the ECO Surv platform to:

• Capture property data using structured workflows

• Collect time-stamped compliance evidence

• Upload documents directly into project records

• Follow PAS-compliant processes

This ensures assessment outputs are standardised and programme-ready from the start.

Robust Compliance Evidence & Governance Protection

Local Authorities must demonstrate transparency and accountability in programme delivery.

ECO Surv provides:

• Full digital audit trails

• Time-stamped photographic evidence

• Structured compliance records

• Centralised secure document storage

• Immediate access to project files

When evidence is required for audit, governance review or funding verification, it is instantly available.

Reporting & Executive-Level Visibility

ECO Surv delivers clear reporting for both operational teams and leadership stakeholders, including:

• Programme performance dashboards

• Compliance status reporting

• Project completion tracking

• Outstanding documentation alerts

• Portfolio-level retrofit insights

This supports informed decision-making and transparent reporting to internal and external stakeholders.

Designed for Public Sector Retrofit Delivery

Whether delivering programmes through:

• Local Authority housing stock

• Area-based retrofit schemes

• Grant-funded energy efficiency programmes

• Net-zero and sustainability strategies

ECO Surv provides the governance, structure and compliance assurance required for successful delivery.

Why Local Authorities Choose ECO Surv

✔ Full PAS 2030 & PAS 2035 compliant workflows
✔ Programme-level oversight and reporting
✔ Dedicated retrofit delivery support
✔ Portfolio analysis tools
✔ Integrated RdSAP modelling
✔ TrustMark lodgement & documentation automation
✔ Access to Retrofit Assessor network
✔ Structured compliance evidence and audit readiness