How is engagement impacted by PAS 2035?

Our Tenant Engagement Toolkit sets out how to bring residents on the journey with you when retrofitting their homes. We recently set out the steps you can take to create an engagement strategy using the OASIS framework, but how do PAS 2035 regulations fit into engagement?

There are two areas within PAS 2035 that relate directly to an engagement strategy for retrofit. These are: Retrofit Advice and Monitoring & Evaluation. PAS 2035 includes some quite specific requirements around retrofit advice. These are significantly beyond what is typically delivered in the majority of retrofit projects for social housing.

The retrofit advice framework in PAS 2035 is clear and this will provide a robust basis for retrofit advice with projects. The full detail for retrofit advice is in Section 12 of PAS 2035.

Below, we provide the headline framework and pick out some key reference points.

The monitoring and evaluation requirements of PAS 2035:2023 are relatively light. The standard mandates ‘Basic’ monitoring, which only requires a questionnaire. More involved ‘Further’ monitoring is only required if: there are unintended consequences; the intended outcomes are not achieved; or if a more detailed monitoring plan is designed into the project from the outset.

Key points from PAS 2035

  • “12.1.1… All retrofit advice delivered in connection with domestic retrofit projects shall be overseen by the Retrofit Coordinator.”
  • “12.1.4 Retrofit advice shall be provided to householders at the following points in the retrofit process:”
    • a) initial engagement / inception of project Click here to return to Contents page 29
    • b) on completion of the Improvement Options Evaluation (IOE)
    • c) on completion of design d) handover / completion of installation.
  • Sections 12.1.5, 12.1.6, 12.1.7, and 12.1.8, set out the PAS 2035 details for the retrofit advice at each of defined points.
  • “13.1 The Retrofit Coordinator shall evaluate every Retrofit Project…”
  • “13.4.1 Basic evaluation shall include a measure specific questionnaire…”
  • “13.4.2 The Retrofit Evaluator shall collate the information… and circulate…[including] to the client… a summary… recommendations…[etc]”

Take a look at the Tenant Engagement Toolkit for more information about how you can put PAS 2035 into practice in your engagement initiatives.

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