Building compliance packages
Choosing compliance packages around the work ahead
Each package below groups services that are commonly needed on the same kind of project: a new home, a rented property or an energy retrofit of an existing home. Choosing one tells us the shape of the work from the start. We still check the details of your project before arranging assessors, because a package is a starting point and some projects need services added or removed.
A package connects related pieces of work around a common brief. It gives the assessor preparing an early calculation access to the same project description used to arrange a later visit. You can discuss drawings, access, outstanding decisions and report recipients together, rather than rebuilding the background for each separate instruction.
Three compliance packages for different starting points
A proposed home or housing development
The New Build Compliance package brings together SAP calculations, air tightness testing, sound insulation testing, ventilation testing, water calculations, overheating assessments, background ventilation calculations and Regulation 25A reports. Each service is checked for relevance to the dwelling, construction and applicable route. Start while layout and specification choices can still change.
An occupied or soon-to-be-let property
The Landlord Compliance package groups EPCs, legionella risk assessments, fire risk assessments and management asbestos surveys. The starting point is the premises and the extent of your control. A flat, its shared hallway and a commercial unit may involve different people and separate records, even at the same address.
An existing home receiving energy improvements
The Retrofit Compliance package connects retrofit assessments, EPCs, U-value calculations, condensation risk analysis and ventilation testing. It suits work where insulation, heating choices, moisture and airflow need considering together. Existing defects and uncertain wall construction should be understood before a preferred improvement becomes a purchase order.
Explore the compliance package options
When a compliance package beats separate bookings
| Situation | Useful booking approach |
|---|---|
| Several reports use the same drawings | A package can reduce repeated briefing. Agree a drawing register and tell the contact when an architect issues a replacement. Different assessors still need the information relevant to their own work; sharing a brief does not make their technical checks interchangeable. |
| One clearly defined missing document | A single service may be the better fit. If an existing report identifies a specific gap and no connected design decisions remain open, ordering a wider group can add work without helping the decision. Send the existing evidence before asking for another survey. |
| A property changes use or receives substantial alterations | Ask for scoping before choosing a package. A conversion can involve both construction evidence and future management records. Neither the building address nor the proposed owner alone establishes which assessments belong in the instruction. Describe the work and intended occupation separately. |
What compliance packages do and do not settle
The package names describe related services, rather than a statement that every building needs every item. Building work must be considered against the applicable Building Regulations. For example, sound insulation guidance in Approved Document E concerns particular separating constructions and uses. A detached house and a flat conversion should not receive identical testing instructions simply because both provide homes.
Planning evidence sits alongside the agreed package scope. Planning requirements differ by council, and the submission should respond to the authority and the actual proposal, as explained in planning practice guidance on making an application. A requested noise survey or energy statement needs its own brief. Do not assume that a construction calculation answers a condition written for a different purpose.
How to instruct a compliance package without losing detail
Describe the decision
Explain whether you are seeking design advice, preparing for a site visit, answering an authority or assembling a handover file. Include the intended use, current occupation and any planned changes. A clear purpose lets the assessor identify which information has to be established first.
Agree inclusions and dependencies
Ask for the proposed services, exclusions and information requests in writing. Identify who supplies drawings and who can approve changes. Site availability should follow the technical sequence, rather than forcing a test before the building or system is ready to provide useful evidence.
Keep the evidence connected
Record the drawing version, property reference and scope against each report. Pass queries back with the relevant document attached. If construction changes, identify the affected assessment instead of treating an earlier result as evidence for something that was never inspected or calculated.
Questions about choosing compliance packages
Does a package promise a lower price?
No price comparison should be assumed. The useful comparison is the written scope: which visits, calculations, revisions and outputs are included, and which circumstances would need another instruction. Tell us about reports you already hold so that proposed work can be assessed against genuine gaps.
Can an existing consultant stay involved?
Yes. Explain which responsibilities and reports remain with that consultant. Read the new build checklist or landlord checklist to organise your questions, then share the actual project documents. The instruction should identify who answers technical queries and who receives the final records.
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