This is the first step in the energy survey and retrofit assessment process and does the following:

1. Looks at the dwelling on Google maps to get a feel for its make-up
2. Identifies if the property has an accurate EPC certificate – this gives an indication of energy use
3. Establishes actual energy use where records are available
4. Obtains details of previous planning applications which can help understand the fabric of the building and possibly its year(s) of construction – which can determine the applicable building regulations in force at the time
5. Identifies actual occupancy to calculate heat gains
6. Assesses the heating system and controls in use – if gas, is the boiler condensing? If not gas, how efficient and responsive is the system?
7. Assesses whether the dwelling has defects that should be remedied, or require further inspections, before the retrofit work is undertaken: such aspects might include repairs to eliminate water penetration from leaking rain goods, recommending a survey of the inside of a cavity wall with a borescope for mortar snots and gaps or dampness in cavity insulation, underpinning if walls are cracked and leaning;
8. Measures and records all ceiling heights, room sizes, wall thicknesses and fabric make-up, window sizes and glazing types
9. Assesses what lighting types are used – are the bulbs energy efficient?
10. Is the ventilation sufficient to meet building regulations?