Define the premises

Say whether the request covers the whole building, one unit or several units. Explain the current use and any shared building services.

Gather plans and system details

Floor plans and approximate floor area help scope the assessment. Have relevant heating, cooling, ventilation and lighting information available.

Arrange access

Confirm who can open relevant rooms and plant areas. Tell UPC about site induction requirements and access arrangements before the visit.

Flag your deadline

Share the purpose of the assessment and any transaction deadline. Scope, availability and report timing need confirmation before work is agreed.

General preparation guidance. The appropriate scope depends on your property and instruction.

Browse all guides