Concept-stage consultant handoff packs
assumptions first, not lodgement
Route early projects by north-star preference and export a design-intent pack: targets, assumptions, and evidence gaps for SAP / PHPP / HEM consultants. Live self-serve for briefs and saved projects — not production modelling or Part L deliverables.
Planning aid only. Not SAP, PHPP, HEM, Part L, Part O, LCA, or professional-indemnity-backed analysis. You still model and certify with recognised tools.
View retrofit sample brief · My saved projects · Architect Pro · Practice inquiry
Shape a consultant handoff in seconds
Enter a rough floor area and pick a north star — the handoff sections update from your inputs, not static mock data. Export JSON and Markdown in one click, or open the full planning view with your choices carried over.
Affects roof type, cooling priority, and bridge URL for hot-dry demos (e.g. Petah Tikva).
North star
Consultant handoff preview
Live previewPreview onlyProject assumptions
- ·For your 120 m² detached project — Sustainability north star
- ·Recommended pathway (preference-ranked): efficient electrified — unknown
- ·Climate profile: Temperate (UK)
Envelope & glazing
- ·walls: U ≤ 0.15 W/m²K (concept target)
- ·roof: U ≤ 0.12 W/m²K (concept target)
- ·airtightness: ≤ 1.0 ACH @ 50 Pa (design target)
- ·glazing: Balance g-value and Uw by orientation; avoid overglazing south façades
- ·Glazing: ~18% floor area — balanced glazing
Evidence gaps
- ·Site location not confirmed — climate and orientation assumptions provisional
- ·Loft depth / roof build-up not verified on site
- ·No blower-door test scheduled — airtightness target is design intent only
- ·Battery / thermal storage sizing not locked — solar readiness is design intent only
Questions for SAP / HEM assessor
- ·Confirm notional vs actual specification path
- ·Overheating screening method for primary living rooms
- ·Renewable contribution accounting if PV included later
- ·Which PCDB product categories apply to heating and MVHR?
- ·What air permeability target is assumed for Design SAP / HEM?
- ·Are thermal bridge psi-values from accredited details or bespoke calc?
- ·What evidence will be collected for as-built sign-off?
Questions for PHPP consultant
- ·Thermal bridge Psi-values for preferred junction details
- ·Heating/cooling load after fabric specification locked
- ·Ventilation summer bypass strategy with MVHR
How architects use this today
- Structure early client conversations around fabric vs plant
- Test low-regret energy priorities with north-star routing
- Document assumptions before assessor review
- Flag overheating and thermal bridge risks at concept
- Hand consultants a clearer intent pack — they still run SAP / PHPP / HEM
- Show clients why fabric-first decisions matter before plant sizing
- Avoid premature plant sizing and hidden evidence gaps
Not for
- Compliance certificate or Building Regulations sign-off
- Substitute for SAP, PHPP, or HEM lodgement
- Part L or Part O approval
- Detailed whole-building LCA
- Professional indemnity cover or fee-bearing compliance deliverable
- Replacement for retrofit coordinator, engineer, or assessor
Options architects often miss
Fabric before plant
Heat pumps on weak envelopes are expensive to run and hard to retrofit later.
Read source →Overheating at concept stage
Glazing balance and shading belong in RIBA 0–2, not as late MVHR fixes.
Read source →Embodied vs operational
Indicative embodied ranges help early material choices — not a substitute for LCA.
Read source →
Collaboration workflow preview
Step 4 liveSteps 1–3 and practice workspace remain pilot-only. Versioned Passport export is live today for claimed homes. Practice preview →
- 1.Homeowner invites architect with consent-scoped factsComing soon
- 2.Architect adds design assumptions — owner controls sharingComing soon
- 3.M&E or assessor reviews assumptions — professional review flagsComing soon
- 4.Versioned export captures snapshot + audit trailLive
- 5.Practice tier: editor/viewer seats and export metadata (inquiry)Pilot only
BIM & integration roadmap
Honest status labels — not live unless marked. Full integrations hub →
- SAP / HEM assessor pack (JSON/Markdown)Live
- IFC importSkeleton
- gbXML exchangeConsidering
- Revit schedule exportPlanned
- SketchUp / Vectorworks / ArchicadConsidering
- PHPP handoff content (JSON/Markdown)Live
- PDF drawing extractionPlanned
- Embodied-carbon export with LCA practitionerPlanned
Passport grounds professional views
Start with the free Health Score. Use the Passport to track what is confirmed before money leaves the account — evidence improves the decision, not the other way around.