People Powered Retrofit services

This document is a guide to the services available under the People Powered Retrofit project. They are designed to help householders plan, procure and deliver their domestic retrofit projects. The development of the service has been informed by the PAS2035 quality standard for retrofit. For more information and to obtain a quote on the cost of services contact Jonathan Atkinson on jonathan@carbon.coop Liam Schofield on liam@carbon.coop or call us on 0161 820 1273.

There are five service stages available, you can pick and mix which services to access depending on your project needs and progress to date.

  • Stage 1: Starting out
  • Stage 2: Making a Plan
  • Stage 3: Design development
  • Stage 4: On Site – getting the work done
  • Stage 5: Evaluation and Handover

The People Powered Retrofit Team consists of staff members from Carbon Co-op and URBED with specialist consultants brought in as required.


Stage 1: Starting out

We will offer support and advice to help you understand how retrofit might improve your home and help you work up a Retrofit Project Brief which sets out the key elements of your project and your aims.

The aim of these services is to:

  • Develop your expectations as to what can be achieved
  • Assist your decision-making
  • Help you to articulate your aims and priorities 
  • Ensure you take an appropriate direction through your Retrofit Project in terms of scale, costs, other priorities etc

Outputs

  • Retrofit Project Brief

In detail:

What We Will Do

  • Offer advice and guidance on retrofit options.
  • Assist you in refining your Retrofit Project brief
  • Signpost you to relevant information e.g. our website, factsheets etc
  • Highlight case studies and sources of advice
  • Outline options for your Retrofit Project in terms of service level (whole house retrofit, single measures) and delivery pathway (Traditional, Design & Build, DIY etc)

What You as Client Will Do

  • Help us to manage your expectations and seek to understand our progress against the agreed Services

Stage 2: Making a Plan

Using My Home Energy Planner energy assessment tool, we will formulate a strategic plan for your retrofit project, helping you to decide which measures and improvements are most suitable for your home.

If you have already had an assessment or have a clear idea of what measures you want to install, we will still carry out a short survey about your priorities, preferences and perceptions and a visual inspection of building condition during a survey visit to inform the next stage of your project.

The aim of these services is to:

  1. Benchmark your home: this enables you to understand how your home performs currently – in terms of energy use but also in terms of comfort, condition and the quality of the internal environment.
  2. Assist your decision-making and assess potential improvements, strategies or scenarios for your Retrofit Project
  3. Inform next steps: provide detailed information to inform design development, contractor procurement or training needs assessment to progress your Retrofit Project

Outputs

  • A My Home Energy Planner assessment report for your property.

In detail:

What We Will Do

  • Carry out a pre-assessment screening of your home or property with a few simple questions and an online search
  • Visit your home at an arranged time and day.
  • Ask you about your future plans for your home that may affect retrofit opportunities.
  • Carry out a short survey about your priorities, preferences and perceptions.
  • Carry out a visual inspection of building condition to inform the assessment.
  • Carry out an approximate measure survey to a level required to inform a whole house energy model.
  • *Optional/weather dependant: sketch thermal image survey.
  • Take a large number of photographs to act as a record and inform the assessment.
  • Create an energy model of your home as it is now and use this to develop three potential retrofit scenarios.
  • Provide a PDF report outlining the findings of the assessment including scenarios with outline budget costs and approximate performance outcomes.
  • Provide a 30-minute follow-up consultation with your assessor to discuss questions and clarify the report findings.
  • Where possible, provide you with access to the relevant raw data collected; no liability is accepted for its accuracy, clarity or that it is virus-free.

What We Will Not Do

  • Access areas of your home or property where it is unsafe to do so.
  • Recommend contractors to carry out the Retrofit Project works.
  • Be prescriptive on what action you or others should take (the report is to aid your decision-making).
  • Assist you with statutory permissions – planning, building control, party wall, right to light.
  • Create a construction specification or set of construction drawings.
  • Carry out any invasive survey work e.g. drilling a hole in your wall to check the cavity construction or lifting floor finishes

What You as Client Will Do

  • Complete the on-line questionnaire at least one week before the Visit Date.
  • Provide us, where readily available, with (1) energy bills from the last 12 months for your home or property, (2) any construction information relating to your home or property such as drawings, energy performance certificates, planning and building control approvals or certificates etc.
  • Get consent to our visit from any owners, landlords, co-owner or occupiers of your home or property.
  • Ensure key decision-makers are present during our visit so we can obtain clear accurate instructions by way of a questionnaire.
  • Provide safe access to your home or property, including clearing all obstructions; we will need to access the loft and roof spaces, garages, energy meters and to take photographs or thermal images as well as taking notes.
  • Contact us at least 3 days before the Visit Date if you wish to reschedule it; please call us on 0161 820 1273 and email us info@carbon.coop titling your email ‘Rescheduling Our Home Visit’ (as appropriate) and including your property address and the Visit Date in the first line of your email

Stage 3: Design Development

Overseen by a Retrofit Co-ordinator, the design development stage sees the retrofit plans you have made in Stage 2 transformed into a clear set of requirements ready for procurement.

Stage 3 is split into two parts: in Design Development Part 1 we work up a Scope of Works which sets out the measures you intend to carry out and we then conduct a Retrofit Risk Assessment which assesses any risks associated with those works and highlights any actions required during design or construction. In Design Development Part 2 we carry out or commission any design work identified in the risk assessment, work up a detailed Schedule of Works including specifications and assist you in procuring contractors to carry out the work.

The aim of these services is to:

  1. Help you select the appropriate measures and improvements for your Retrofit Project and assess any Retrofit Risks associated with these.
  2. Assist you in procuring your Retrofit Project.
  3. Ensure you secure a suitably experienced contractor for your Retrofit Project.
  4. Encourage the development of a quality retrofit supply chain in Greater Manchester.

Outputs

Part 1

  • Scope of Works document
  • Retrofit Risk Assessment
  • An assigned Retrofit Pathway

Part 2

  • Any elements of design identified in Part 1
  • Schedule of Works
  • Procured contractor(s)

In detail:

What We Will Do

  • Update your Retrofit Project Brief on the basis of discussions and information from the My Home Energy Planner assessment.
  • Appoint an appropriately qualified Retrofit Coordinator to assist in the delivery of these services.
  • Help you select the improvements you wish to commission and draw them up as a Scope of Works.
  • Carry out a Retrofit Risk Assessment to properly assess and identify mitigations for any risks associated with the measures you wish to undertake.
  • Use the Risk Assessment to assign a Retrofit Pathway indicating the level of risk associated with the works.
  • Carry out or commission any design work required to mitigate retrofit risks from appropriately qualified people.
  • Draw up a Schedule of Works with specifications to enable contractors to quote for works.
  • Provide suggestions for items to be included in prelims (a document to be provided to the contractor).
  • Advise you if we have any pre-existing relationships with contractors.
  • Provide quality assurance checklists and information on process for inclusion in the works contract.
  • Provide contact details for potential contractors and signpost you to local contractor networks.
  • Offer market intelligence on expected prices, competencies, supply chain networks etc.
  • Review the tender package for clarity and usefulness and provide appropriate feedback.
  • Provide guidance on a range of suitable standard form contracts.
  • Provide a quote template to be sent to potential contractors.
  • Provide a suggested tender review checklist/weighting template.
  • Review tender returns – provide feedback on quality and cost.
  • Advise on contractor training needs and plan.

What We Will Not Do

  • Carry out design work which we are not qualified to do.
  • Enter into a contract with any contractor, builder, supplier, installer or trades.
  • Decide which contractor is most suitable.
  • Issue instructions to the contractor.
  • Be liable for additional contractor or client payments at a later stage.
  • Facilitate collusion of any sort.

What You Will Do

  • Make the final decision on which works you wish to include in your Retrofit Project.
  • Make contact with the contractor(s) and be point of contact to answer any of its questions.
  • Make a final decision on the chosen contractor and appoint them directly.
  • Understand that a change in specification will result in a change in price.

Stage 4: On site

After procuring contractors and whilst works are taking place, we will offer on-site Quality Assurance services to provide a framework to ensure works are being carried out to a high standard. Where skills gaps are identified we can carry out on site training or Toolbox talks with contractors in specific techniques or competencies.

Aim

Led by your Retrofit Coordinator, the aim of this stage of services is to provide a framework to monitor and assess the quality of work carried out under a contract between you and your contractor.

Outputs

  • Quality Assurance reports and associated photo documentation
  • Toolbox Training sessions

In detail

What We Will Do

  • Provide a template quality assurance checklist relevant to your Retrofit Project confirming what needs to be checked and recorded.
  • Provide agreed training/Toolbox Talks on specific issues e.g. air tightness.
  • Carry out an agreed number of site visits at appropriate points (will be different for different works) and provide written notes and photos from these to you in a timely manner i.e. within 48 hours.
  • Facilitating email or round table (maximum 3) discussions and effective communication between you and your contractor and designers to address key obstacles/issues.
  • Provide guidance on commissioning and handover (for example, what documents to expect from the contractor).
  • Provide guidance on monitoring.

What We Will Not Do

  • Make good any defects in the works.
  • Issue instructions (you should appoint a contract administrator to do this).

What You Will Do

  • Include the requirement for quality assurance photos and checklist and commissioning requirements in your contract with your contractor.
  • Agree to post-completion monitoring (in line with PAS2035).
  • Raise quality issues with contract administrator and/or contractor.
  • Provide access to the site.
  • Provide sanitary facilities (eg WC and hand-washing).

Stage 5: Evaluation and handover

After works are completed, we will work with you to assess the impact of the Retrofit Project in terms of energy bills, carbon emission reductions and other metrics. We will also liaise with the contractors to ensure you receive and handover information to assist you in operating and maintaining any improvements.

Outputs

  • Retrofit evaluation reports
  • Retrofit Handover Pack

Service expectations

Applicable throughout the service.

What we will do

  • Outline our retrofit services available to you and optional additional services to be carried out by specialist consultants such as a heat camera survey, air pressure test, condensation risk etc.
  • Help you to identify additional specialist services/advice required
  • Highlight statutory approvals that you may require
  • Facilitate discussions between you and your contractors and designers to agree scope/ measures/ specification (limited to a pre-agreed number of meetings)
  • Provide, where requested, a detailed quote for our retrofit services as they relate to your Retrofit Project including an idea of service level e.g. number of meetings, phone calls, days of work etc
  • Provide you with feedback on the Retrofit Project services we have offered you as they progress i.e. time/costs spent
  • Offer you the opportunity to feedback on the service you have received and when appropriate to make a complaint that is properly assessed and resolved.

What We Will Not Do

  • Give informal and/or general technical opinions on work or buildings we have not seen
  • Provide specialist legal or statutory advice directly e.g. on party walls, planning, rights to light or legal matters relating to property rights or title
  • Prepare and make submissions for: Planning; Building Control; Party Wall; Rights to Light/legal issues

What You as Client Will Do

  • Respond to any quotes for further retrofit services
  • Make us aware promptly of any changes to your circumstances that may affect your Retrofit Project.

People Powered Retrofit – Prices

Services are specified and quoted ahead of each stage.