The administrative burden of PAS2035 coordination is substantial. IOE reports, MTP documents, stage advice letters, ventilation assessments, non-conformity logs, handover packs — for every project, across every property. Managing this documentation manually across a large programme creates serious operational risk: inconsistencies, gaps, version control failures and the constant threat of a failed TrustMark lodgement.
Purpose-built retrofit coordination software addresses this overhead directly. But not all platforms are equal, and understanding what genuinely differentiates them helps organisations make the right procurement decision.
The most important technical capability of any retrofit coordination platform is how it handles assessment data. Most platforms are tied to a single assessment body — meaning the RC must use assessors from that specific body, or must manually re-enter data from assessments conducted elsewhere. This creates a significant constraint on supply chain flexibility.
A platform that accepts RdSAP XML from all four major assessment bodies — Elmhurst, ECMK, Quidos and Property Tectonics — gives the RC freedom to use any accredited assessor and allows housing associations to work with their existing supply chain rather than rebuilding it around a software requirement.
Every PAS2035 project requires the same core document set — IOE, MTP, advice letters, ventilation assessment, handover pack and more. A platform that generates these automatically from project data eliminates the most time-consuming part of the RC's administrative role and ensures that documents are consistent with each other and with the underlying assessment data.
Key differentiator: Look for platforms that extract ventilation data — door undercuts, trickle vents, mould and damp indicators — directly from RdSAP XML. This data is critical for PAS2035 compliance but is not captured in standard RdSAP output by most platforms.
The most valuable function a retrofit platform can perform is identifying compliance gaps before they reach TrustMark lodgement. Automated stage-by-stage auditing — flagging missing documents, inconsistencies between the IOE and the as-installed measures, unresolved non-conformities and ventilation assessment gaps — converts what would be a lodgement failure into a manageable in-project correction.
For housing associations managing large programmes with multiple contractors, assessors and RCs, portfolio-level visibility is essential. A platform that provides dashboard-level reporting across the entire programme — showing the compliance status of every property at every stage — is a fundamentally different tool from one that manages individual projects in isolation.
One capability that is currently unique in the UK retrofit software market is the ability to audit work completed by any contractor — not just those using the platform. Housing associations that want to maintain oversight of their entire supply chain, regardless of which tools individual contractors use, need a platform that supports upload and audit of third-party documentation alongside natively-managed projects.
Our accredited team works with housing associations, local authorities and installers across the UK.
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