Retrofit Assessor

The National Energy Foundation

Milton Keynes, Buckinghamshire / Home-based with extensive travel
Maximum £35,000 pa

Paid • Full Time • Fixed Term Contract

Sectors: carbon, climate & energy

Closing date: Monday, 22nd July 2024  

Job Title: Retrofit Assessor 
Reporting to: Retrofit Coordinator 
Base: Milton Keynes, or home based with extensive travel in Bedfordshire, Hertfordshire and around the UK
Job Type: Full Time, 12 month fixed term contract (with the possibility of extension) 
Salary: Up to £35,000 plus 25 days leave and 2 Foundation Days and contributory pension (after 3 months) 

The National Energy Foundation 

The National Energy Foundation is an independent charity based in Milton Keynes, which has been at the forefront of improving the use of energy in buildings since 1988. We aim to give people, organisations and government the knowledge, support and inspiration they need to understand, manage and reduce the use of energy in buildings. 

Role Summary: 

The Retrofit Assessor will work closely with and support our existing inhouse Retrofit Coordinators to deliver a high volume of retrofit plans (WHRP). The Assessor will carry out the majority of the home surveys, gather data and liaise with the Retrofit Coordinator in making recommendations on retrofit options. In addition, and as appropriate, the Assessor will input data into SAP energy modelling for review by the Coordinator. You will also provide basic technical advice and guidance to customers in the form of consultations before and after the issue of the retrofit plan. 

Candidates applying for this role must be both an accredited Retrofit Assessor (level 4) and Domestic Energy Assessor (DEA). 

SuperHomes & Energy advice project

SuperHomes is a project delivered by NEF which has a focus on whole house domestic retrofit. It is both a Network of Members and a Rating Scheme. All aspiring SuperHomers are encouraged to follow a customer journey that is aligned to PAS2035, starting with a Whole House Retrofit Plan (WHRP) – also known as a medium-term improvement plan – from a Retrofit Coordinator. NEF are currently working with over 500 individual aspiring SuperHomers and anticipate many more requesting our services over the coming months. Due to our recent success in securing new funding, NEF is looking to recruit a Retrofit Assessor to support our existing Retrofit Coordinators with delivering a significant number of retrofit option appraisals (WHRP’s). The project will be focused in Bedfordshire, Hertfordshire and around the UK

Key Responsibilities: 

  • Carrying out home surveys in line with the provisions and role requirements for Retrofit Assessors under PAS 2035. 
  • To undertake energy modelling using SAP software and interpreting EPC baseline, incremental improvements and post retrofit ratings. 
  • Assist in determining the options for appropriate packages of retrofit measures to suit the home and customer’s interest. 
  • Undertaking basic retrofit risk assessments. 
  • Estimate changes in annual running costs and household emissions pre and post retrofit. 
  • Estimate the installation costs of selected retrofit measures using a database. 
  • Populating the retrofit plan template with commentary and text as appropriate. 
  • Agreeing final versions of retrofit plans with the Coordinator prior to issuing to customer. 
  • Providing consultation with the customer pre and post issue of the retrofit plan to establish aspirations and review findings and recommendations. 
  • Assist with signing customers up to the local retrofit service and participating in marketing activity. 
  • Advising customers on next steps with their retrofit journey and with a view to measures being installed. 
  • Advising and signposting customers to available capital grant funding support for retrofit measures and making referrals to NEF colleagues to take applications forward. 
  • Connecting customers with retrofit installers from NEF’s supplier network where appropriate. 
  • Reviewing retrofit proposals made by third party suppliers and installers. 
  • To potentially provide retrofit option appraisals acting as initial advice to homeowners as to how they could improve domestic energy efficiency. These appraisals would follow a new template and will essentially be a slimmed down version of a full medium-term improvement plan (WHRP), which could later be developed into a full retrofit PAS 2035 plan if required. The slimmed down version is referred to as a ‘lite’ plan. 
  • Offer general support services to the Project Manager and Coordinator as necessary for successful implementation and delivery of the project. 
  • To represent NEF at events, to promote the charity, its projects and aims. 
  • Work with a range of systems and processes, including relevant CRM systems and/or databases. 
  • Keeping records up to date and progress reporting to the Project Manager. 
  • Adhere fully to NEF Quality Management Systems (QMS). 
  • Support, assist and deputise for other members of the Foundation as workload and/or circumstances might require. 
  • Other activities as agreed with Line Manager. 

Person Specification: 


  • Level 4 Award in Domestic Retrofit Assessment. 
  • Accredited as a Domestic Energy Assessor (DEA). 
  • A minimum of 12 months working experience in the role of a Retrofit Assessor and / or DEA. 
  • A sound understanding of a range of domestic construction methods, building services, micro-generation, energy efficiency measures and with an appreciation of retrofit risks. 
  • Excellent verbal (including telephone) and written communication skills. 
  • An enthusiastic approach and the ability to work both individually and as part of a team. 
  • The ability to engage with people confidently and effectively; remotely, one-to-one and in groups. 
  • Able to work with and for householders in a non-judgemental way, helping them to achieve their objectives and aspirations. 
  • Highly organised, with the ability to manage your own time and a keen eye for detail. 
  • Able to work independently, with an understanding of when to seek clarification from colleagues or experts. 
  • Ability and willingness to travel extensively. Regular travel to carry out surveys is a feature of the job and the role may be expanded to other regions in the UK. 
  • Ability to work outside of office hours, by arrangement. 
  • Familiarity with Microsoft Office Outlook, Excel, Word and Microsoft 365. 
  • Possession of a full UK driving licence and use of a car with business insurance cover. 

Desirable (not essential) 

  • Lived experience of carrying out retrofit works in a domestic setting and experience of working with domestic refurbishment clients. 
  • A qualification in a built environment or energy efficiency related discipline. 
  • Energy Efficiency in Older & Traditional Buildings (EEOTB) Level 3 Award. 
  • Familiarity with sketch up tools e.g. for floor plans. 

To apply, please submit your CV and Cover Letter outlining why you feel you would excel in this role at NEF to [email protected] by the closing date. Applicants who send their CV without a covering letter will not be considered for the role.

The National Energy Foundation is an equal opportunity employer committed to diversity and inclusion. We encourage applications from candidates of all backgrounds and experiences.

Join us in shaping a sustainable and healthier future! Apply today and be a part of a dynamic team dedicated to making a positive impact.