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Guide · Energy Consultants

Planning an energy retrofit

Upgrade in the right order with a renovation roadmap and expert advice.

2 min readEditorially updated: 04/10/2026realestateagent.club editorial team

Key points

  • Define the required outcome before approaching providers
  • Verify qualifications and relevant experience
  • Compare written scope, responsibilities and extra costs
  • Keep decisions and key evidence documented

Advice first, then build

Energy advice shows which measures complement each other. Insulating before replacing the heating can reduce the required heating capacity.

The renovation roadmap

The individual renovation roadmap (iSFP) arranges measures in sensible steps and can improve subsidies for individual measures.

Check subsidies

Current programmes and rates are published by BAFA and KfW. Applications usually have to be made before work starts.

Checklist

  • Objective and constraints written down
  • Comparable proposals reviewed
  • Qualifications and references checked
  • Scope, timing and fees agreed
  • Change process and contact person identified

Common mistakes

  • Choosing on price alone
  • Accepting an unclear scope
  • Using unrelated references as proof of suitability

Frequently asked questions

How many proposals should I compare?

Two or three genuinely comparable proposals are often more useful than many offers with different assumptions.

Are references proof of quality?

They show experience but do not replace checks of qualifications, contract and suitability for your project.

General editorial information, not individual legal, tax or financial advice. Rules and programmes can change; verify the current position for your case.

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