PAS 2035 qualified assessors and coordinators on our team, managing the full pathway from initial dwelling surveys through to measure coordination and TrustMark lodgement.
The usual setup has the assessor working for one company, the coordinator for another, and the installers for a third. That means the person writing the improvement plan has never met the person carrying out the work. Recommendations get made that cannot be delivered on site. Timelines slip because nobody is coordinating properly. Lodgement paperwork gets chased for months after the work is finished.
With us, the Retrofit Assessor, the Coordinator and the installers all work for Three Phase. The assessor knows what our teams can deliver. The coordinator knows when each trade is available. The installers know what was specified and why. It runs smoother because there are fewer gaps between the people involved.
Our assessors survey every dwelling and produce the medium-term improvement plans. They look at the building fabric, the existing heating system, and the most effective combination of measures for that specific property. Not a tick-box exercise — a proper assessment that leads to sensible, deliverable recommendations.
The coordinator then manages the programme end to end. Scheduling, measure sequencing, householder communications, quality checks and progress reporting. One person who knows the entire programme and can make decisions without waiting for sign-off from three different companies.
Once the measures are installed, we lodge everything through TrustMark, update the EPCs and package the compliance documentation. Every job is photographed, evidenced and audit-ready before we move on to the next property. Your compliance team is not spending months chasing paperwork from the field.
Our own PAS 2035 qualified Retrofit Assessors survey every dwelling. They assess the building fabric, the existing heating and hot water system, the current insulation levels, and any constraints that affect what can be installed. The output is a practical improvement plan that our teams can actually deliver.
Each property gets a medium-term improvement plan setting out which measures will make the most difference. Because our assessors work alongside our installers, the plans are grounded in what is practically achievable on site — not theoretical specifications that fall apart when someone picks up a drill.
A dedicated Retrofit Coordinator manages the whole programme. They schedule the work, sequence the measures in the right order, coordinate access with householders, run quality checks at each stage, and keep you updated on progress. One person who knows the full picture and can make decisions quickly.
In-progress quality checks at every stage. TrustMark lodgement on every completed property. EPC updates. MCS certification where applicable. All documentation packaged and handed over, not drip-fed months after the work is done. When Ofgem or your compliance team checks the paperwork, everything is there.
The assessor knows what our installers can do. Improvement plans reflect reality, not theory. You do not end up with a specification that looks great on paper but falls apart on site.
No handoff delays between assessment, coordination and installation. The coordinator schedules our teams directly. When a property is assessed, it moves into the installation queue without waiting for a third party to pick it up.
The people who do the work are the same people who lodge it. Documentation is not scattered across three companies. TrustMark lodgement happens before we leave the property, not weeks later when someone remembers to chase it.
If something needs sorting — a lodgement query, a quality issue, a householder complaint — there is one company to call. No finger-pointing between the assessor, the coordinator and the installer. Just us.
We have delivered retrofit assessment and coordination across HUG 1, HUG 2, LAD, SHDF, the Warm Homes Local Grant and the CHiL framework. 731 measures installed through CHiL alone, every one assessed, coordinated and lodged by our own team.
We know what the different programmes require in terms of assessment methodology, documentation standards and lodgement timelines. We have been through the Ofgem audit process and we know what the auditors look for. That experience means fewer issues, faster lodgement and a cleaner programme overall.
We are set up and ready for 2026/27 Warm Homes delivery. If you are a local authority, housing association or managing agent looking for a delivery partner who can handle the full PAS 2035 pathway in house, we would welcome the conversation.
Because we install every measure ourselves, our assessors can recommend the full range of retrofit measures and know they will be delivered to the right standard. There is no referral to a third party for any of these — it all stays in house.
Whether you are planning a new programme or need a delivery partner for an existing one, drop us a line and we will have a straightforward conversation about how it could work.