Terms and Conditions


1        The Service is The Home Energy Masterplan (“Service”) laid out in the preceding Description of the Service (“the Description”) applies.

2        The Consultants who provide the Service will be  competent persons who have sufficient knowledge and is suitably qualified to carry out and provide the Service.

Please note that the term “Survey “ referred to in these Terms of Engagement is not a Building Survey and therefore the Home Energy Masterplan will not report on the condition of the fabric or structure of the building being surveyed. If you require a building survey it is advised that a Member of the Royal Institution of Chartered Surveyors, who is competent to survey, value and report upon the Property is engaged.

3        Unforeseen Structures/Incorrect Information. The success of the Service is dependent on the information gathered during the survey and provided by the Client. If it is not possible to obtain access to all parts of the property then assumptions will be made on the construction of the parts that cannot be accessed based on the Consultant’s knowledge and experience and also information provided by the Client. A note in the Report will highlight areas which could not be accessed and where information has been provided by the Client. No liability will be accepted for the assumptions made or the information provided by the Client.

4        Terms of Payment. The Client agrees to pay the fee and any other charges agreed in writing as set out in the pricing schedule.

An invoice will be issued with the report. Payment is due 15 days following receipt of the invoice.  Please note that payment is due on delivery of the Home Energy Masterplan report and not any follow up calls (including the optional 30 minute call) or additional work.

Should you notice any problems with the report within 15 days of receipt of the invoice, and you notify us and provided details of the problems then the payment due date will be put on hold until the report meets the standard required by these terms and conditions, at which point payment will be due within 15 days.

Any errors found following invoice due date will still be addressed in line with our terms and conditions however the payment due date will not be put on hold in this instance.

As per the Late Payment of Commercial Debts (Interest) Act 1998, we have the right to charge  interest on any invoice payments outstanding after 15 days will be subject to a daily simple interest charge of annual 8% + the Bank of England reference rate.

5        Cancellation. The Client will be entitled to cancel this contract by notifying the Consultant’s office at any time before 24 hours of the survey. The Consultant will not proceed with the provision of the Service (and will so report promptly to the Client) if, after arriving at the Property, he or she concludes that it is of a type of construction of which he or she has insufficient specialist knowledge to be able to provide the Service satisfactorily

In case of cancellation by the Client within 24 hours of the proposed survey time, we reserve the right to charge £100 to cover Consultant time and expenses. In the case of cancellation by the Consultant, there will be a full refund of any monies paid and the reason for cancellation will be explained to the Client.

6        Liability. The Report provided is solely for the use of the Client and the Client’s professional advisers, and no liability to anyone else is accepted.

7        Complaints Handling Procedure. A copy of the Consultants complaints handling procedure is available on request.

8        Independence. Parity Projects is financially independent of suppliers and manufactures. In general brand names are not included in the report. Parity will make it clear if there are any areas which are covered in which we have a commercial interest.


A       The Service

A1     The Home Energy Masterplan Service comprises:

  • a Survey of the Property (Section B below);
  • a Report and Spreadsheet(s) based on the Inspection (Section C);

A2     The Consultant’s main objective in the provision of the Service is to give Clients a complete report that sets out the most cost efficient route for achieving the maximum environmental or energy gain achieved by lifestyle changes and investment in their property by:

  • by identifying areas of the property where significant improvements can be made to reduce energy bills and CO2 reduction by employing energy saving systems and equipment or the installation of insulation
  • by advising the occupants on the benefits of changing their lifestyle and living habits
  • advising on the latest systems and materials (non branded) that are available in the market and the estimated cost of installation or by DIY methods
  • ranking the options available to the client to ensure that the client is able to target the most cost effective solution

B1     The survey is a general surface examination of those parts of the Property which are accessible. Accessible is defined as, visible and readily available for examination from ground and floor levels, without risk of causing damage to the Property or injury to the Consultant.B       The Survey

Due care is therefore exercised throughout the Survey regarding safety, practicality and the constraints of being a visitor to the Property (which may be occupied). So furniture, floor coverings and other contents are not moved or lifted. In advance of the Survey, the Client is welcome to provide inspection holes etc in various parts of their house at their own risk e.g. removing recessed spot lights to allow visibility behind, cutting section of plasterboard out of sloping roof areas and lifting floorboards.

B2     The services are inspected (in the case of flats the public areas outside of the property are excluded), and an assessment of the efficiency of electric, and heating installations made and their usage recorded.

B3     Where necessary, parts of the Inspection are made from adjoining public property. Leisure facilities and non-permanent outbuildings (e.g. pools and timber sheds) are not examined or reported on unless specifically requested by the client and, if so requested, will be subject to an additional fee.

B4     Air Tightness Test –Our standard assessment applies engineering judgement to include a figure for the likely heat loss due to draughts. For an extra charge we can subcontract testing equipment to measure this element exactly although we do not usually recommend this at the early stages of a project.

C       The Report

C1     The Report will provide the Client with sufficient information to enable he/she to make informed decisions on the use of their property, the installation of efficient heating and electric systems and insulation that will reduce energy consumption and reduce CO2 emissions. The report will set out:

  • Recommendations linked to lifestyle changes, use of heating and electrical use
  • Recommendations to the property that will achieve savings for a range of different costs
  • Appropriate renewable technologies and calculations of their savings and potential revenues
  • As there are an inexhaustive number of potential interventions, we will use our judgement, along with information peculiar to the Client, to evaluate a finite number of appropriate measures for the situation.
  • Measures evaluated should not be seen as recommendations, in actual fact some measures may be evaluated to show that they are either suboptimal or in some circumstances detrimental in terms of cost or CO2.
  • If any substantial measures are deemed to be omitted, and are possible to be evaluated by our software then these will be further evaluated at no additional cost. Where they are material and have a substantial impact on the report, the report will be reissued.  Where they are minor, then information will be provided via email.

C2     The Report is in a standard format arranged in the following sequence:

  • Introduction
  • Energy use and CO2 emission of your property
  • Area by area commentary on your property and options analysed
  • Bespoke recommendation packages
  • Full details of all evaluated measures and general information

An excel spreadsheet of the analysis to allow more detailed scenarios on maintenance, prices and fuel cost rises to be run

C3     Recommendations will be made based on the latest available quantifiable information and knowledge on materials and systems

C4     Delivery of the Report will be made in a timely fashion to meet the timescales of the Client. 10 working days form completion of survey data collection is usually achieved.

D       Information and Access to be provided by the Client

D1     The following whilst not required, should be made available on the agreed date of the Survey or order to the service to be most effective:

  • Electricity and Gas Bills for the preceding 12 months (if available)
  • Safe access to loft or other roof voids (if applicable)
  • Access to boiler and other major components of the heating system (tanks, timers, valves etc)

Home Energy Masterplan

Our Home Energy Masterplan assessments are designed to help you identify the best possible approach to improving your home with measures that meet your specific needs and budget.
Specification diagram

Project Specification

Once you’ve chosen the retrofit measures you want, we can create specification documents for you that will help you obtain accurate quotes, and ensure that the installation meets your requirements.
Home Energy Masterplan Survey

PAYG Support

Even the most confident home improver occasionally comes up against the limits of their knowledge. Our PAYG service is a cost-effective way to ensure you have an expert at hand in you hour of need.

Project Management

Building works are notorious for going over time and budget. Our high quality project management service will help ensure your project runs smoothly.