Covers building and using the IOE and MTIP under PAS 2035:2023 to model options, sequence measures and secure informed client consent.
This course covers the creation and strategic use of the Improvement Option Evaluation (IOE) and Medium-Term Improvement Plan (MTIP) under PAS 2035:2023. It explains the IOE as a mandatory risk-mitigation tool and guides you through modelling options using cost, payback, and carbon metrics. You will learn to synthesize this analysis into a "no-regrets" MTIP to achieve informed client consent.
Improvement Option Evaluation (IOE), Medium-Term Improvement Plan (MTIP), Fabric First, Retrofit Ready, Measures Interaction Matrix (Annex D), Carbon Cost-Effectiveness, Simple Payback, Building Pathology, Informed Consent.
This lesson explains why the IOE is now mandatory for all projects to prevent unintended consequences. You will learn how to model individual and packaged measures using approved software and how to calculate the three mandatory metrics (Capital Cost, Payback, Carbon) to present objective comparisons to the client.
Here, you learn to tailor the IOE to the specific building. You will explore how construction types (e.g., solid wall) and pathology (e.g., damp) dictate measure selection. Crucially, it covers the use of the Measures Interaction Matrix to identify when measures like insulation require mandatory ventilation upgrades.
The final lesson focuses on the long-term strategy. You will learn to develop the Medium-Term Improvement Plan (MTIP), a 20-30 year document that sequences measures to avoid "locking out" future improvements. The outcome is the ability to present this plan to the client to secure "informed consent" for the retrofit journey.
