Documentation Management
In today’s retrofit and energy-efficiency landscape, document management is one of the most critical aspects of project delivery. With the introduction of PAS 2030 and PAS 2035, compliance now depends not just on carrying out the works to standard, but on providing full evidence and documentation at every stage.
TF Energy recognises that effective document management can make the difference between a smooth, compliant project and one that faces delays, additional costs, or funding risks. We provide the systems, processes, and expertise to manage documentation from start to finish, ensuring everything is captured, stored, and submitted correctly.
Why Documentation Management is Vital:
- PAS 2030/2035 requires every visit, finding, recommendation, and resident interaction to be documented and evidenced. 
- Projects must provide proof of compliance for health and safety, quality assurance, and funding purposes.
- Approved software platforms are mandatory for storage and lodgement, particularly for TrustMark compliance.
- Without robust documentation, projects risk non-compliance, delays, and financial penalties.
What Our Document Management Covers:
- We capture and manage all essential records, including:
- Pre-start meetings and resident communications.
- Daily progress reports and staged handovers.
- Risk assessments, method statements (RAMS), and toolbox talks.
- Staff DBS checks and qualifications.
Compliance and Accreditation:
- Our team ensures that all compliance-related documents are in place, such as:
- Retrofit assessments, recommendations, and designs.
- TrustMark lodgements and audit evidence.
- Heritage and planning applications.
- Competency questionnaires and installer qualification evidence.
Timeframes and Submissions:
Document management is not just about storage, it is about timing. We ensure documents are created, reviewed, and submitted to the right people at the right time, avoiding delays and missed compliance deadlines.

All documents are stored in approved software systems that meet regulatory requirements. This creates a digital “Golden Thread” of evidence, accessible to clients, funders, and auditors.
The Challenges:
While essential, documentation can create unnecessary complexity if not handled correctly. The volume of records, approvals, and stakeholders involved can increase resource requirements and inflate costs.
TF Energy helps clients navigate this challenge by streamlining processes, removing duplication, and managing the workflow on their behalf.
