Monitoring and Evaluation Toolkit
Introduction
Monitoring and evaluation is required under PAS 2035, the standard that governs all retrofit programmes in the UK receiving public funding. Understanding how well your project has delivered the planned benefits is also good practice for any retrofit. This toolkit explains the purpose of monitoring and evaluation in a retrofit project and provides guidance on creating a plan for your project and access to additional resources.
Contents
Summary
This toolkit explains the purpose of monitoring and evaluation in a retrofit project and provides guidance on creating a plan for your project and access to additional resources.
Monitoring and evaluation is required under PAS 2035, the standard that governs all retrofit programmes in the UK receiving public funding. Understanding how well your project has delivered the planned benefits is also good practice for any retrofit.
Who should use the toolkit?
The toolkit will help the leadership and retrofit delivery teams understand what impact the installed project measures have on people in their homes, and whether they have resulted in the intended design outcomes. There are no explicit rules for what needs to be considered in a project. The range of performance metrics you choose to monitor may well change each time a new project is planned.
When should you use this toolkit?
The internal delivery team will use the toolkit at the project initiation stage, but the outputs of any reports generated or decisions made should be fed back to the leadership team. This could help them to consider how to carry out other projects more successfully in the future.
We expect the toolkit to be of benefit throughout the project to the Retrofit Evaluator, whose focus is on monitoring and evaluation. However, the process of monitoring and evaluation includes engaging with all parties, from the resident to the funding client.
How should you use the toolkit?
The toolkit has three levels of increasing detail:
• Level 1 – a brief introduction
• Level 2 – a framework for coordinating the evaluation process
• Level 3 – more detailed guidance on how to evaluate the measures, including templates, links to external reports, standards, calculators, and tools
If you have experience carrying out post-occupancy or building performance evaluation, you may be able to skip level 1.
Recommended process
1. ReadtheinformationinLevels1and2tounderstandthetoolkitbasics
2. Use Level 3 to help develop your own assessment strategy, using the external resources, standards, templates, and reference documents
In both the 2019 and 2023 versions of PAS 2035, the Retrofit Evaluator role can be carried out by the Retrofit Coordinator as long as they are skilled in retrofit evaluation. However, because the overall retrofit project is overseen by the Retrofit Coordinator, it is sometimes considered best practice for a different person to carry out the Evaluator role. This helps ensure a truly objective performance evaluation.