Monitoring and evaluation is required under PAS2035, the standard that governs all retrofit programmes in the UK receiving public funding. Understanding how well your project has delivered the planned benefits is also good practice for any retrofit.

This toolkit explains the purpose of monitoring and evaluation in a retrofit project and provides guidance on creating a plan for your project and access to additional resources.

Who should use the toolkit?

The toolkit will help the leadership and retrofit delivery teams understand what impact the installed project measures have on people in their homes, and whether they have resulted in the intended design outcomes.

There are no explicit rules for what needs to be considered in a project. The range of performance metrics you choose to monitor may well change each time a new project is planned.

Who is the audience?

The initial audience is the internal delivery team, but the outputs from any reports generated should be fed back to the leadership team to consider how to carry out other projects more successfully in the future.

We expect the toolkit to be of most benefit to the Retrofit Evaluator, but the process of monitoring and evaluation includes engaging with all parties – from the resident to the Funding Client.