Establish the client's control over delivery. Landlord works may require tenant access or operational changes; site works may depend on network capacity or an outage. Record those interfaces before committing the programme.
Compare complete options
Describe the problem, proposed change and retained equipment for each option. Capture associated electrical upgrades, fabric repairs, emitters, controls and access work where relevant, rather than treating the main product as the complete project.
Use consistent assumptions for benefit comparisons. Rated efficiency is not a promised site outcome. For solar and storage, distinguish generation, on-site consumption and export; assess heating demand and distribution as well as generation equipment.
The government device-registration guidance sets out relevant network processes for homes and small businesses. Establish project-specific connection requirements for larger or more complex installations.
Build the cost and programme
Include survey, design, plant, installation, temporary services, commissioning and handover. Record recurring licences, consumables and servicing where applicable. Verify current funding eligibility and conditions before including support as an available project resource.
Show outages and the interim operating arrangements in the programme. Allow for commissioning findings and their resolution; fitting equipment and restoring normal operation are not necessarily simultaneous.
Decide how the result will be assessed
Set measurements and the review period before delivery. Handover should record changed equipment, settings and operational assumptions so the client can maintain the intended improvement and interpret later performance changes.
For carbon reporting, retain boundaries, activity records and calculation references. Government reporting conversion factors support the relevant period and activity calculations, but depend on reliable underlying data.
Frequently asked questions
Should the cheapest quotation be selected?
Compare complete delivery and equivalent operating assumptions. An apparently lower quote may leave out enabling work, commissioning or support included elsewhere.
Can projected savings be treated as guaranteed?
No. Forecasts rely on the stated conditions and assumptions. Require the proposal to explain them and define how achieved performance will be assessed.
Can a project be delivered in stages?
Yes, provided every phase has a workable operating condition. Record later interfaces and dependencies without leaving necessary commissioning or maintenance access unresolved.
Related services
Explore energy technologies, project delivery, maintenance support and the guidance library, or submit an energy project brief.
Compare the complete cost
- Existing energy use and the quality of available data.
- Survey and design work before equipment is selected.
- Installation, controls, commissioning and measurement of performance.
Ask the quotation to show VAT, inclusions, exclusions and how any additional work will be agreed. Confirm whether the price covers the complete job or an initial visit.
A useful scope comparison
An initial energy review and a delivered upgrade are separate stages. Compare proposals by the decisions and deliverables they include, and ask what assumptions underpin any projected savings.
Request a quotation
Provide bills or usage data you are comfortable sharing, operating hours, plant details and the objective of the project.
