Retrofit Compliance and Quality Assurance Essentials

This half-day course provides a clear and practical introduction to compliance and quality assurance within the context of domestic retrofit.

It is designed for SME contractors, site managers, quality officers, and retrofit coordinators involved in delivering works under schemes such as PAS 2030, PAS 2035, and MCS, including TrustMark-backed initiatives.

Participants will gain essential knowledge on documentation, audit readiness, and how to avoid common pitfalls — helping to ensure projects are delivered in line with industry standards and scheme requirements

Agenda Overview:
09:00 – 09:15 | Introduction to Retrofit Compliance

● Why compliance matters: legal, reputational, and financial implications

● Overview of PAS 2030, PAS 2035, MCS, and TrustMark requirements

09:15 – 10:00 | Roles, Responsibilities and Records

● Distinguishing roles: Installer, Coordinator, Designer

● Understanding core documentation: surveys, declarations, checklists

● TrustMark lodgements and record-keeping expectations

10:00 – 10:30 | Quality Assurance in Practice

● What is a Quality Management System (QMS)?

● Internal vs external audits

● Evidence gathering and photographic records

10:30 – 10:45 | Break

10:45 – 11:30 | Audits, Pitfalls and Continuous Improvement

● How to prepare for site audits

● Common non-conformities and how to avoid them

● Maintaining consistent quality across multiple projects

● Final discussion and questions

Included Course Materials:

● Summary slides (PDF)

● Audit preparation checklist

● Retrofit compliance role matrix

● Useful links to PAS and TrustMark guidance