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You are here: Home1 / Resources2 / Resources

Getting into Retrofit and Renewables series #3

15 October 2024/in Resources

What is a DEA and is it worth it? Understanding Domestic Energy Assessor training.

The retrofit and renewables market is vast and under-resourced and as such there are many opportunities for those willing to train. There are many roles that you can step into as a retrofit and renewables professional. 

Domestic Energy Assessor 

A Domestic Energy Assessor deals with assessing the energy rating (EPC) of a building.

Retrofit Assessor

A Retrofit Assessor evaluates existing buildings to determine their suitability for energy-efficient retrofitting to upgrade the energy performance of buildings to meet modern standards and reduce carbon emissions.

Retrofit Designer

A Retrofit Designer is responsible for creating detailed plans and specifications for energy-efficient retrofits of existing buildings to ensure that improvements are not only effective in enhancing energy performance but also compatible with the building’s structure and use. 

Retrofit Coordinator

A Retrofit Coordinator is responsible for overseeing and managing the entire retrofit process of existing buildings to enhance their energy efficiency in compliance with relevant standards and regulations. 

Retrofit Installer

A Retrofit Installer is responsible for implementing energy-efficient measures and improvements in existing buildings as part of a retrofit project. 

Where to start

If you are interested in a career in retrofit and renewables, then the Domestic Energy Assessor qualification is a great place to start- and a great pathway into a Retrofit Assessor role. The first of our blog series is dedicated to making your first steps in retrofit and renewables, through the Domestic Energy Assessor qualification. 

The Retrofit and Renewables Market 

The UK Government has committed to reduce carbon emissions in the UK by 80% by the year 2050, you will hear this commonly referred to as ‘Net Zero’. This target includes retrofitting energy efficiency measures in existing housing stock, to bring them up to an energy rating (EPC) of C and above. 

The retrofit and renewables market is worth an estimated £250 billion. Approximately 27.5 million homes need to be retrofitted in the UK by 2050, which equates to roughly 77,000 per week.

For this to happen, there must be enough qualified people in the industry to carry out inspections, installations and maintenance of energy-efficient measures.

A quick guide to PAS 2035

PAS2035 is not a certification, it is a specification for the retrofit of domestic buildings. It forms part of the UK Government’s TrustMark framework for quality assurance in the retrofit sector. PAS2035 is the ‘whole house approach’ within retrofit and details the competencies required for various roles within retrofit (e.g. Retrofit Assessor, Retrofit Coordinator etc), which includes nationally recognised qualifications. 

PAS2030 sits under PAS2035 and refers to the installation element of the specification. So, a Retrofit Installer works to PAS2030 specification.  

As an installer, your organisation needs to be accredited to PAS2030 by demonstrating that you have followed installation to a PAS 2035 compliant standard.

If the prospect of meeting the requirements of PAS 2035 seems daunting and you want to start out in retrofit and renewables then Domestic Energy Assessor (DEA) training might be the place to start.

Domestic Energy Assessor explained

A DEA is responsible for assessing the energy consumption and environmental impact rating, within an existing domestic property. They produce a legal document called an EPC (Energy Performance Certificate). 

A DEA can only produce an EPC for an existing property, and it is a legal requirement for any property which is rented or sold in the UK (with a few exceptions) and is valid for a period of 10 years from the date of completion.

The process of energy assessment involves the DEA visiting the property and conducting a simple, non-invasive inspection of the dwelling, evidencing existing levels of insulation to the floor, walls and roof- and installed building services such as heating, lighting, and any renewable technologies.

Your route into Retrofit & Renewables   

Surveys are always conducted on a ‘Fabric First Approach’, which means that DEA’s firstly must correctly identify the wall construction and age of the building.

DEA’s traditionally work with estate agents to generate the legally required certificate for sale or rental, but increasingly DEAs are realising the potential of progressing on to the Retrofit Assessor Qualification, as this provides an opportunity to upskill, and opens more opportunities to market.

The DEA Level 3 qualification is the entry-level requirement, to advance to the PAS 2035 Retrofit Assessor Qualification, which we find is why most people get the qualification.

Who is the DEA for? 

This qualification is suitable for anyone wanting to:

  • start a career in energy assessment
  • take the first steps into retrofit and renewables
  • achieve the Retrofit Assessor qualification
  • advance their career in building fabric
  • understanding the different elements of a property and how to technically model a property to generate an EPC

Entry-level requirements for DEA


The great news is that there are no entry-level requirements for this qualification, although it is advantageous to have some knowledge of property types, building fabric and energy consumption (although this is not mandatory). 

Why should I take this qualification? 

Level 3 DEA is the entry-level requirement to apply for the PAS 2035 Retrofit Assessor Qualification.

It is also a popular qualification due to the current Government Initiatives, which give financial incentives and grants to landlords and homeowners, to improve the energy efficiency of their homes. 

The biggest scheme where the EPC document is a mandatory requirement is the ECO Scheme (Energy Company Obligation).

Why should I take this qualification? 

Level 3 DEA is the entry-level requirement to apply for the PAS 2035 Retrofit Assessor Qualification.

It is also a popular qualification due to the current Government Initiatives, which give financial incentives and grants to landlords and homeowners, to improve the energy efficiency of their homes. 

The biggest scheme where the EPC document is a mandatory requirement is the ECO Scheme (Energy Company Obligation).

What is the ECO Scheme? 

The Energy Company Obligation (ECO) energy efficiency scheme provides funding to low-income, fuel-poor, and vulnerable households to heat their homes. The scheme aims to reduce the reliance on fossil fuels, reduce carbon emissions and tackle fuel poverty.

There are four iterations of the ECO scheme, with ECO4 being the latest and current phase, launched in July 2022. ECO4 is a four-year scheme, scheduled to continue until 31st March 2026. 

This latest continuation of ECO continues to mandate compliance with PAS 2035, meaning that work carried out will likely require a qualified and Trustmark-approved DEA and Retrofit Assessor.

Support beyond the norm

All learners on our DEA courses will receive personalised Assessor and Mentor support for the duration of the course and portfolio. You will have full contact details for your Assessor, Trainer, and Mentor Support Team, who will help you understand feedback and clarify any areas of misunderstanding.

On completion of the course and portfolio, you will receive the recognised qualification: Level 3 Domestic Energy Assessment, the awarding body is ABBE, The Awarding Body for the Built Environment.

When you have completed the DEA qualification, you may want to progress on to the Level 3 / 4 Retrofit Assessor Qualification, or the Retrofit Assessor Competency Course.

This will enable you to become ‘Trustmark’ Registered and practise Retrofit Assessments under PAS 2035.

Benefits beyond training 

The market potential for DEA’s Retrofit Assessors and qualified installers is huge. There is a massive shortfall of qualified people in the industry, not only to install but to maintain the energy-efficient equipment needed to improve EPC ratings. 

Not only will our training equip you with the skills, knowledge and certifiable processes to ensure quality installations, but it also provides a pathway into retrofit and renewables. 

https://simplyrnr.co.uk/wp-content/uploads/2024/10/4B5A9410-copy-scaled-e1728469458816.jpg 1224 2560 Abbie Riley https://simplyrnr.co.uk/wp-content/uploads/2024/06/RNR.png Abbie Riley2024-10-15 09:00:002024-11-22 11:43:28Getting into Retrofit and Renewables series #3

Getting into retrofit series #2

9 October 2024/in Resources

Your guide to certification

Welcome to the Simply R&R getting into retrofit series! 

The world of retrofit certification and standards can be confusing, so our handy little guide should help you to understand what is a retrofit certification and what is a standard and help you choose the right certification for your business.

What is retrofit? 


Retrofit is the term used to describe any energy-efficiency measures that are fitted into existing buildings retrospectively. By 2050, all residential and commercial buildings need to be an EPC rating of C and above as part of the UK government’s commitment to achieving carbon net zero.

What’s the difference between standards, schemes and certifications?

A standard is a documented set of guidelines, criteria, or specifications designed to ensure that materials, products, processes, and services are fit for their purpose and consistently high in quality. Standards provide a common framework that organisations and individuals can follow to achieve desired outcomes reliably and safely.

A scheme refers to a structured program designed to ensure that products and installation services meet consistent and high-quality standards. A scheme, in general, is an organised plan or program of action designed to achieve specific goals, consisting of rules, standards, and processes that companies and products must follow to obtain certification. 

A certification refers to the formal process by which an organisation or individual is assessed and recognised for meeting specific standards or schemes.


You can gain certification for PAS 2030, Flexi-Orb and MCS through Simply Certification. All certifications include TrustMark registration (read on to find out more).

First, a word on PAS.

When it comes to PAS, there is a lot of confusion. PAS 2035 serves as the overarching standard for retrofitting domestic buildings, providing a comprehensive framework that ensures all stages of the retrofit process are carried out systematically and effectively. 

While PAS 2038 extends the principles to non-domestic buildings. Together, these standards ensure a cohesive approach to improving energy efficiency across different types of buildings.

PAS 2030 focuses on the quality of installations within the frameworks of PAS 2035 and PAS 2038.

PAS 2035- Standard 


This is NOT a certifiable standard. This standard sets out the requirements for a domestic property to be retrofitted with energy efficiency measures and covers all aspects of the project to ensure it’s done to a high quality from project inception through to handover. 

Relevant for: 

Those who are assessing, designing and coordinating the retrofit of the property. There are a range of courses and qualifications that support the understanding to deliver under PAS 2035.

PAS 2030 – UKAS Accredited Certifiable Standard


This is a certifiable standard that installers need to gain to demonstrate they are compliant when it comes to retrofitting a domestic property using a compliant PAS 2035 design. It ensures the installers have the right health and safety, processes, materials, competence and are able to demonstrate an audit trail for each install. 

Relevant for: 

Installers/contractors who carry out the works of the retrofit installation under energy efficiency measures such as insulation, electrical and gas boilers.

PAS 2038 – Certifiable Standard by Simply Certification


Simply Certification have created a scheme under PAS 2038 that is certifiable to demonstrate that your organisation has the relevant processes and procedures in place to deliver a commercial retrofit project. 

The main role within PAS 2038 is the retrofit lead professional. It is largely focused around having the management system in place to manage large commercial projects and ensuring the competencies are in place to fulfil this. 

Relevant for: 

Organisations who deliver refurbishment projects on commercial buildings  such as designers, architects, facilities management service providers and  those who offer construction design and management (CDM).

TrustMark- Registration on a government- backed quality assurance scheme. 



TrustMark is the only scheme endorsed and recognised by the Government that ensures quality of workmanship for the home. When registered with TrustMark, your organisation is added to their scheme, showcasing you are continuing to meet the requirements of their scheme and also the discipline that you offer, i.e. installation of cavity wall insulation, installation of heat pumps etc. 

Relevant for: 

Qualified retrofit coordinators will be added to TrustMark so that their work can be lodged and there is an audit trail.

Retrofit assessors are also added to TrustMark when qualified 

Retrofit and Renewable installers that have been assessed by a certification body against the TrustMark scheme will also be added to TrustMark identifying what scope/trade they have been assessed against e.g PAS 2030 Cavity Wall, MCS Heat Pumps and so on.

Schemes for solar, battery storage, heat pumps and EV charging


In addition to PAS 2030, there are various other schemes which signal to your customers that your installations are of a high quality. If you are installing energy-efficient measures such as Solar PV, battery storage or EV charging, then please read on for our guide to schemes.

Flexible Energy Oversight Registration Body (Flexi-Orb) – certifiable scheme


This scheme was accredited by UKAS under 17067 in 2024, and Simply Certification was the first CB to gain the accredited scheme in May 2024. This scheme demonstrates that organisations are robust from a business practice perspective and that they are technically competent to install electric vehicle chargers, solar panels and battery storage. This provides more choice in the marketplace for installers looking for recognised certification for renewable technologies. It is currently available for residential buildings. 

Relevant for: 

Contractors who install renewable technologies such as electric vehicle chargers,  solar panels and battery storage to both new build and existing buildings.

Microgeneration Certification Scheme (MCS) 


This scheme was launched some time ago, and focuses on the technical competency for renewable technologies. MCS have been vocal in recent times about reducing the focus around assessments for quality management processes and weighted more to the technical installation. 

Relevant for: 

Contractors who install solar PV, solar thermal, battery storage, ground/air source heat pumps and biomass systems for both new builds and existing buildings.

The steps to gaining certification for each standard/scheme. 


Each certification body is different in how they work with customers. Simply Certification has streamlined the process to make it as simple and as straightforward as possible. 

Here is the pathway to certification for PAS 2030, Flexi-Orb and MCS  (all assessments include TrustMark): 

  1. Complete our online application form, providing us with your company information, the  services you require and  agreeing to our Ts & Cs. 
  2. We will issue you with an invoice for the assessments based on the information you have provided in your application.
  3. You will receive an email with all the relevant information you need to understand what you need to do next. This will include your contract and guidance checklists.
  4. Once we have received all your completed contracts and checklists, we will provide you with an assessment plan. 
  5. We will then schedule your assessments in the diary
  6. It is essential you prepare for your assessments, ensuring you have the required evidence available to present to us, showing compliance to the standards you have applied for (read the standard!) 
  7. Once the assessments are complete, you will receive a copy of the assessment report, and any non-conformances that require your attention. 
  8. Non-conformances must be responded to by the deadline provided. 
  9. Once any non-conformances have been closed by the assessor, we will send your reports to an independent verifier who will ensure the standards have been met. 
  10. After the verifier is satisfied with the reports, an internal decision maker will make the final decision to grant certification. 
  11. When certification has been granted, we will send your certification pack via post and email – we will also send you marketing material to help you promote your success. 
  12. To maintain certification, you will be subject to ongoing surveillance to ensure ongoing compliance to the scheme requirements.

This is our tried and tested method to ensure that our certification process is as seamless as possible. 

Hopefully now you have a better understanding of PAS 2030, MCS and Flexi-Orb. Our friendly and experienced team are always on hand to answer any questions you may have. 

And remember, being certified is opening up doors to a huge market of opportunity. Twenty-four million homes (read that again) need to be retrofitted to hit the UK government’s net zero target by 2050- that’s a rate of around 77,000 per month. 

https://simplyrnr.co.uk/wp-content/uploads/2024/09/4B5A9358-copy-scaled-e1727188495911.jpg 1134 2560 Abbie Riley https://simplyrnr.co.uk/wp-content/uploads/2024/06/RNR.png Abbie Riley2024-10-09 10:05:072024-11-22 11:38:09Getting into retrofit series #2

Getting into retrofit series #1

1 October 2024/in Resources

Your guide to roles within retrofit

Welcome to the Simply R&R getting into retrofit series! 

The world of retrofit can be confusing and convoluted, so our ‘Getting into Retrofit’ blog series is designed to demystify the world of retrofit and renewables and help you decide what role might be best for you. 

Ever wondered how to get into retrofit and what qualifications and training you might need? Read on for our quick guide on getting into retrofit.

What is retrofit? 


Retrofit is the term used to describe any energy-efficiency measures that are fitted into existing buildings retrospectively, to bring them up to a better EPC rating, as part of the UK government’s commitment to carbon net zero. 

By 2050, all residential and commercial buildings need to be EPC rating of C and above and as such the opportunity for people trained in retrofit is massive. There is currently a huge shortfall of people who are sufficiently trained in the assessment, installation and maintenance of energy-efficient measures.

Getting into retrofit – understanding qualifications and competency 

Retrofit careers are split into six distinct roles, retrofit coordinators, retrofit assessors, retrofit designers, retrofit installers, retrofit advisors and retrofit evaluators. 

Some of these roles have mandatory qualifications that you must hold, some require only competency e.g. you can train in this field but you don’t necessarily need to hold a qualification. 

Here at Simply Learning we offer a range of training courses and qualifications that have been designed to ensure that you have the best possible training to step into any of these roles. 

Our handy guide will explain all of the roles within retrofit and hopefully help you choose which is right for you.

Getting into retrofit – what type of work do you want to do? 

The first question we usually ask is are you more interested in physically doing the retrofit work or the assessment, paperwork and management side of things? 

If you are interested in doing the work, then retrofit installation is more your bag. If you want to be involved in the strategic side of retrofit, then read on about advisory, assessor, design or coordination roles.

Getting into retrofit – starting from scratch

If you don’t have any retrofit qualifications currently and are starting from scratch, then a first step is to complete your Domestic Energy Assessor qualification. If you have no prior knowledge of the built environment (e.g. you are undergoing a full career change), then we would recommend doing an introduction to energy efficiency & assessment, before completing your Domestic Energy Assessor level 3 (mandatory).  


The Domestic Energy Assessor 

A Domestic Energy Assessor deals with assessing the energy rating (EPC) of a building. 

DEA’s traditionally work with estate agents to generate the legally required certificate for sale or rental, but increasingly DEAs are realising the potential of progressing on to the Retrofit Assessor Qualification, as this provides an opportunity to upskill, and opens more opportunities to market.

The DEA Level 3 qualification is the entry level requirement, to advance on to the PAS 2035 Retrofit Assessor Qualification, which we find is why most people get the qualification. 

Qualifications

The great news is that there are no entry level requirements for this qualification, although it is advantageous to have some knowledge of property types, building fabric and energy consumption.

ABBE Level 3 Domestic Energy Assessor (DEA)

Skills/Experience 

Passion for starting a career in energy efficiency and carbon reduction

Want to achieve the Retrofit Assessor qualification which is the follow- on qualification from DEA.


The Retrofit Assessor 

This role involves carrying out a detailed assessment of a property to evaluate its energy-efficiency. This includes assessments on the current insulation value, heating and ventilation, along with the external and internal profile. 

This role is a natural progression for people who hold the Domestic Energy Assessor qualification. 

The Retrofit Assessor is a competent certified role, meaning that you can hold the DEA and add competency training to top up to a Retrofit Assessor. We provide DEA with the relevant upskill needed to fulfil this role- which is a much more practical application of knowledge than a qualification. 

Qualifications: 

ABBE Domestic Energy Assessor with Retrofit Assessor Upskill

L3 Energy Efficiency Measures in Older and Traditional Buildings

Skills: 

Understanding of insulation, heating and ventilation. 


The Retrofit Advisor

A Retrofit Advisor is usually the point of contact for the homeowner. This is a competent not qualified role, ensuring that the retrofit plans for a building are accurate and up to date with regulations. The retrofit advisor acts as the face of the retrofit project to provide advice and guidance. 

This is a common role in social housing organisations, supporting residents through the process. 

Qualifications: 

L2 Understanding Domestic Retrofit- entry level 

Level 2 Retrofit Advice 

L3 Energy Efficiency Measures in Older and Traditional Buildings 

Skills: 

Customer service, problem-solving.


The Retrofit Coordinator 

A retrofit coordinator acts as a project manager for the whole project to ensure that PAS2035 is met (PAS is the Publicly Available Specification for energy-efficiency retrofit of buildings). All installations delivered under government funded schemes MUST be overseen by a retrofit coordinator. 

A retrofit coordinator typically has experience in the built environment and will have good understanding of project management, buildings, technical knowledge and a passion for compliance. There is a LOT of responsibility that comes with this role, so we highly recommend that people only consider this career if they have a background in site management. 

Qualifications: 

Level 5 Diploma in Retrofit Coordination and Risk Management or 12 credits from a  level 5 qualification.  

Skills/experience: 

Built environment background (ideally), knowledge of buildings, technical knowledge and an eye for compliance. 


The Retrofit Designer 

This role creates a bespoke design for the retrofit of each property which includes product and system specifications across insulation, lighting and heating measures. This role can be fulfilled by a retrofit coordinator. 

Qualifications: 

Either a qualified retrofit coordinator, architect or building surveyor, usually with a CPD top up course in retrofit design. 

Courses we offer: 

L3 Energy Efficiency Measures in Older and Traditional Buildings 


The Retrofit Installer 

There are over 30 energy-efficient measures under PAS2035 and eight renewable technologies under Flexi-Orb and MCS certification schemes. A retrofit design will include a mix of these. 

A retrofit installer organisation would have a range of tradespeople with multiple disciplines to be able to install the retrofit design to meet the requirements of the scheme they are certified to. However, sole traders may also have a specialism in one or two measures. In both cases, a retrofit installer should have a nationally recognised qualification to support the discipline that they install. 

Qualifications

Each certification body may have slightly different requirements for this, however, the most commonly recognised are: 

Insulation

NVQ level 2 3 in the relevant discipline 

Window, plumbing, electrical and gas measures: 

Other forms of competency are recognised such as Gas Safe and FENSA

Renewable technologies: 

Courses under awarding organisations such as LCL, solar PV, heat pumps. 

Courses we offer: 

L2 Understanding Domestic Retrofit- entry level 

L2 and L3 NVQ Insulation and Building Treatments- Installer 

LCL Air Source Heat Pump Installation- Installer 

LCL L3 Design, Installation, and Commissioning of Electrical Energy Storage Systems- Installer  – Coming Soon

LCL L3 in Small Scale Solar Photovoltaic Systems and Electrical Energy Storage Systems- Installer  – Coming Soon


The Retrofit Evaluator

A retrofit evaluator monitors and evaluates the effectiveness of a retrofit project, providing feedback to the client or project team. This role can be fulfilled by a retrofit coordinator. 

Qualifications:  

There isn’t currently a formal recognised qualification specifically for the ‘Retrofit Evaluator’, however the person assigned to this role would benefit from some of the following:

Level 2 Award in Retrofit

Level 3 Certificate for Retrofit Advisors

Level 5 in Retrofit Coordination and Risk Management

Skills/Experience: 

Practical experience in the construction or energy efficiency sectors can be highly beneficial. Roles such as architects, building surveyors, or domestic energy assessors are well-suited to transition into retrofit evaluation.

Courses we offer: 

Level 2 Award in Understanding Domestic Retrofit

Level 3 Domestic Energy Assessor (DEA)

Retrofit Assessment


Simply R&R are adding new courses to our schedule all the time, so do enquire today about how we can support you on your retrofit and renewables journey. We accept individuals and teams onto all of our programmes and we are on hand to ask any questions you may have. 

For a full up to date course calendar, please click here or contact our team on 0330 0948 424

https://simplyrnr.co.uk/wp-content/uploads/2024/06/EventBrite-Intro-to-Retrofit-1-e1726216682965.png 853 1920 Abbie Riley https://simplyrnr.co.uk/wp-content/uploads/2024/06/RNR.png Abbie Riley2024-10-01 09:00:002024-11-22 11:33:05Getting into retrofit series #1

Video: How to gain PAS 2030

3 March 2021/in PAS 2030, Resources
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The Process to Gaining PAS 2030

26 January 2021/in PAS 2030, Resources
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