Supporting Principal Contractors to Deliver Retrofit Programmes with Control and Compliance

Managing Delivery, Compliance and Evidence Across Every Project

Principal Contractors operate at the centre of retrofit delivery, managing installers, coordinators, and assessors, and ensuring compliance with requirements while delivering projects efficiently and profitably.

ECO Surv provides a complete retrofit delivery platform that gives Principal Contractors full visibility of project progress, compliance status and evidence capture, ensuring PAS 2030 & PAS 2035 requirements are met while keeping programmes moving.

Full PAS 2030 & PAS 2035 Compliance

Compliance failures create delays, withheld payments and unnecessary risk.

ECO Surv embeds PAS 2030 & PAS 2035 requirements directly into project workflows, supporting:

• Retrofit assessment and risk pathway management

• Installation-stage compliance checks

• Evidence capture validation

• Coordinator oversight workflows

• Documentation control and audit readiness

• Structured project sign-off processes

Compliance is integrated into delivery, helping reduce programme risk and rework.

End-to-End Project Management & Oversight

Managing multiple projects, properties, and supply chain partners can be complex.

ECO Surv gives Principal Contractors:

• Real-time visibility of project status

• Live progress tracking across programmes

• Task and workflow management

• Compliance checkpoints throughout delivery

• Centralised project information

This ensures operational teams can quickly identify issues and maintain delivery momentum.

Managing Subcontractors & Delivery Partners

Retrofit delivery often involves multiple organisations working together.

ECO Surv enables Principal Contractors to:

• Assign projects across teams and subcontractors

• Track evidence capture from site operatives

• Monitor job progression across multiple providers

• Maintain consistency in compliance standards

• Centralise documentation from all delivery partners

Everyone works through one structured platform — reducing communication gaps and compliance risk.

Property Portfolio Analysis & Programme Planning

Large retrofit programmes require a clear understanding of housing stock and delivery priorities.

ECO Surv supports:

• Portfolio-level property analysis

• Risk pathway categorisation

• Energy performance insights

• Strategic programme planning

• Data-led decision making

This allows Principal Contractors to plan delivery efficiently and scale operations effectively.

Integrated RdSAP Energy Modelling Tools

Energy performance outcomes must be measurable and validated.

ECO Surv includes RdSAP modelling tools to support:

• Baseline energy assessment review

• Measure impact modelling

• Scenario comparison

• Evidence-backed design decisions

• Project-level energy performance tracking

All modelling data is linked directly to project documentation.

TrustMark Lodgement & Automated Document Generation

Administrative workload often slows delivery and impacts cash flow.

ECO Surv simplifies this through:

• Automated compliance document generation

• Structured evidence collation

• TrustMark-ready project files

• Centralised document storage

• Audit-ready submission packs

From completion to lodgement — documentation is organised and ready.

Retrofit Assessor Network Using ECO Surv

Reliable assessment delivery is essential to programme success.

ECO Surv supports Principal Contractors through a network of Retrofit Assessors using the ECO Surv platform to:

• Capture compliant assessment data

• Collect structured evidence

• Upload documentation directly into project files

• Follow consistent PAS-compliant workflows

This ensures standardised, high-quality inputs across all projects.

Evidence Capture That Protects Delivery & Payment

Missing evidence is one of the biggest causes of delayed submissions and payment issues.

ECO Surv ensures:

• Time-stamped photographic evidence

• Stage-based compliance capture

• Documentation linked to installation stages

• Full digital audit trail

• Secure, centralised storage

Everything required to demonstrate compliance is captured during the delivery process.

Reporting & Operational Visibility

ECO Surv provides real-time reporting for operational managers and leadership teams, including:

• Project completion tracking

• Compliance status dashboards

• Outstanding evidence alerts

• Delivery partner performance

• Portfolio-level performance insight

This enables proactive management and informed decision-making.

Built for Scalable Retrofit Delivery

Whether delivering:

• Large-scale retrofit contracts

• Multi-region installation programmes

• Government-funded schemes

• Social housing retrofit initiatives

ECO Surv helps Principal Contractors deliver with control, consistency and compliance.

Why Principal Contractors Choose ECO Surv

 Full PAS 2030 & PAS 2035 compliant workflows
 End-to-end project management visibility
 Subcontractor and supply-chain oversight
 Portfolio analysis and planning tools
 Integrated RdSAP energy modelling
 TrustMark lodgement & document automation
 Access to Retrofit Assessor network
 Structured evidence capture and audit protection