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Strata Surveying & Retrofit Ltd
Delivery Methodology

How We Deliver: Methodology, Technology and Operational Rigour

A standardised production pipeline: mobile field capture to one work instruction, mandatory 18-point GPS photo evidence, a same-day QA desk and live client sync, so every home is captured the same way and every exception is caught on the day.

A Standardised, Repeatable Survey Production Pipeline

High-volume surveying contracts fail when data collection is inconsistent across surveyors or when QA happens weeks after the field visit. Strata runs a rigorous, automated delivery workflow designed to catch exceptions on the day of inspection, keep every home on the same standard and give the client the same live view our operations desk uses.

Strata five-stage delivery process graphic: mobilisation, scheduling, field delivery, QA and handover
Five stages, one system: mobilisation and set-up, scheduling and route planning, field delivery, QA and validation, then reporting and sign-off.
1

Field Capture (WI01)

Every surveyor works to our WI01 Field Work Instruction. The mobile app enforces mandatory geotagged, timestamped photographs across 18 property categories before a job can be closed, so evidence is never left to memory.

2

Same-Day QA Desk

Submitted survey data, measurements and photographs are audited daily by our central QA desk. Discrepancies go back to the surveyor the same day for re-check before anything is lodged or released.

3

Live Client Sync

Completed surveys, EPC lodgement references and structured condition exports sync to the client dashboard in the Survey Programme Management System, giving full transparency on programme velocity.

Strata surveyor viewing today's jobs map on the field app with current and next property references
Field App

Every Surveyor Starts the Day With a Route, Not a List

Jobs are scheduled and routed centrally and pushed to each surveyor's device with the property reference, access notes and the survey template for that programme. Start, no-access, book-appointment and add-note actions are one tap, and every action is timestamped and geotagged for the audit trail.

Mandatory 18-Point Photographic Evidence Checklist

Enforced digitally on every dwelling so the record withstands accreditation body audits, funder scrutiny and Awaab's Law evidence requests:

1. Front Elevation & Number
2. Rear Elevation & Garden
3. Boiler / Heat Source Plate
4. Heating Controls
5. Hot Water Cylinder & Jacket
6. Consumer Unit / Meter
7. Loft Space & Insulation Depth
8. Roof Structure & Pitch
9. Wall Thickness & Construction
10. Window Glazing & Frames
11. Extract Fans / Vents
12. Kitchen Condition
13. Bathroom Sanitaryware
14. Internal Wall Condition
15. Ceilings / Damp Observations
16. Doors & Escape Routes
17. Smoke & Heat Detectors
18. Laser Dimension Plan
Property survey process graphic: digital contract, active field survey, compiled and verified evidence pack
Instruction to evidence pack: digital contract and schedule, GPS-tagged field survey, then a compiled evidence pack per property with photographs, measurements, floor plans and documents.
Strata director reviewing digital evidence packs on dual monitors before final sign-off
Evidence Pack

Senior Sign-Off Before Anything Leaves the Building

Each property's evidence pack, crack details, boiler plate, floor plan and supporting documents, is reviewed and approved by senior surveying staff before release. The pack is what your auditor, funder or board asks for later, so it is built and checked on the day rather than reconstructed months afterwards.

Continuous audit trail graphic: field capture, QA review, secure storage
Continuous audit trail: field capture, QA review, then secure archive of every record and photograph for the client's retention period.
Capability Portfolio 2026

How we get into homes other programmes miss.

Twenty pages on the part of a survey programme that actually decides whether it lands: resident contact, booking, and what happens on the day nobody answers. Includes our live exception log, mobilisation timetable, SLA commitments, and a full page on what we do not do.

Written for councils and housing associations · 20 pages · PDF

Read it online Download PDF

No form. Straight to the document.

Certified & Regulated Compliance

Fully Accredited Across UK Statutory & Funding Frameworks

PAS 2035 accreditation logo PAS 2035 Decarbonisation & SHDF
TrustMark accreditation logo TrustMark Quality & Standards
Elmhurst Energy accreditation logo Elmhurst Energy Energy Performance
ECMK accreditation logo ECMK Domestic RdSAP EPCs
Quidos accreditation logo Quidos Building Energy Performance
Sterling accreditation logo Sterling Energy Assessment
NICEIC accreditation logo NICEIC Electrical Safety & Compliance
3,000+
Completed Surveys
Across London & South East portfolios
7
Qualified Surveyors
In-house field capacity & rapid dispatch
4
Accreditation Bodies
Elmhurst, ECMK, Quidos, Sterling
356
Property Flagship Programme
Combined EPC + SCS, South East London
Rapid B2B Procurement Turnaround

Discuss Your Programme Scope or Request a Specification Quotation

Direct consultation with our qualified surveying leadership. We review schedules and respond within 4 business hours.

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