PAS 2035 Retrofit Evidence Pack Template
Funders expect airtight PAS 2035 evidence for every dwelling, not just a tidy folder on someone's desktop. This template and Toolfy workflow keep coordinators, installers, and residents on the same page when audits land.
Homes funded (SHDF R3)
≈38k
DLUHC estimates
Audit fail rate
~20%
BRE QA samples
Docs per dwelling
≈9
PAS 2035 annex guidance
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Evidence categories funders inspect
Auditors care less about pretty PDFs and more about traceability: can you link every decision to the dwelling, measure, and responsible person? These are the five folders they open first.
- Retrofit assessment + improvement option appraisal with signatures
- Design and risk assessment (ventilation, moisture, fire) aligned to PAS 2030 installers
- Installation evidence: product data, photos, commissioning sheets
- Post-installation evaluation + occupancy engagement proofs
- Handover + warranties mapped to each measure and dwelling
Run the evidence coverage calculator
Quantify the backlog before funders do. Feed in the number of homes, documents, and coordinator capacity.
Evidence coverage
PAS 2035 Evidence Meter
Estimate the documentation backlog before your next SHDF or LAD audit.
Projected coverage after sprint
74%
Missing documents
302
of 1,080 required
Hours to reconcile
363 hrs
Document tagging + QA
Weeks to close
12.1 wks
Recommend 13 coord.
Interactive implementation checklist
Toolfy workflow highlights
Retrofit coordinators, installers, and residents use the same board.
- Dwelling passports: store UPRN, archetype, risk notes, and link every job to that passport.
- Installer guardrails: refusal to close a job until mandatory evidence fields are filled.
- One-click audit packs: export zipped folders tagged by dwelling/measure with Idempotency-Key hashes.
Next step
Ship a PAS 2035-ready workspace in days.
Book a workflow session—we will import your dwelling list, evidence tree, and automate exports.
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