Assessing and mitigating overheating risk

An overheating assessment evaluates whether a residential building is likely to experience excessive internal temperatures during warm weather and identifies measures that can be incorporated into the design to reduce that risk.

Since June 2022, Approved Document O of the Building Regulations has required overheating risk to be considered as part of the design of new residential developments in England. The aim is to ensure homes remain comfortable and habitable as summer temperatures increase, while reducing reliance on mechanical cooling and air conditioning.

Managing overheating requires a balanced approach. Modern buildings are designed to be highly insulated and airtight to improve energy efficiency and reduce heat loss during winter. However, without appropriate design measures, those same characteristics can allow unwanted heat to accumulate during summer months. An overheating assessment helps ensure that energy efficiency, occupant comfort and regulatory compliance are considered together.

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Do I need an overheating assessment?

An overheating assessment is required for new residential buildings in England, including:

  • Houses.
  • Apartments.
  • Student accommodation.
  • Care homes.
  • Residential institutions.
  • Certain residential conversions creating new dwellings.

The assessment forms part of demonstrating compliance with Approved Document O and is typically reviewed during the Building Control approval process.

What the assessment involves

Approved Document O identifies three key areas that must be addressed to reduce overheating risk:

Considering location and surrounding conditions

Approved Document O provides two compliance routes:

  • The Simplified Method, which applies a series of prescriptive criteria based on glazing, ventilation, location and building type.
  • Dynamic Thermal Modelling, which uses detailed computer simulations to predict internal temperatures throughout the year and is typically used for more complex developments or where the Simplified Method cannot demonstrate compliance.

We assess the most appropriate route for your project and provide practical recommendations where mitigation measures are required.

Limiting solar gains

The assessment considers how much heat enters the building through glazing and exposure to sunlight. Mitigation measures may include:

  • Appropriate window sizing and placement.
  • Solar control glazing.
  • External shading devices.
  • Balconies, overhangs or recessed façades.
  • Internal blinds and shading systems.

Removing excess heat

The assessment considers how effectively heat can be removed from the building once it has accumulated. This is often achieved through:

  • Openable windows.
  • Cross-ventilation strategies.
  • Ventilation openings with sufficient free area.
  • Mechanical ventilation solutions where appropriate.

What you’ll receive

You’ll receive a comprehensive overheating assessment report that demonstrates compliance with Approved Document O and supports your Building Control submission.

The report sets out our methodology, identifies any overheating risks and confirms how the design performs. Where we find risks or opportunities for improvement, we work with the design team to develop practical mitigation measures that balance architectural, operational and energy performance requirements.

The team behind you

You’ll work directly with an experienced building physics engineer throughout your overheating assessment, with practical advice on glazing, ventilation and shading at every stage of the project.

Nick Swainston

HEAD OF ACOUSTICS

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Ben Cahill

MANAGING DIRECTOR

Our FAQs

A few common questions about overheating assessments. Get in touch if yours isn’t covered here.

When is an overheating assessment required?

Overheating assessments are required for most new residential developments in England to demonstrate compliance with Approved Document O of the Building Regulations.

What is Approved Document O?

Approved Document O is the section of the Building Regulations that addresses overheating risk in residential buildings. It was introduced to help ensure homes remain comfortable and safe during periods of hot weather.

What types of development require an overheating assessment?

Assessments are typically required for: New-build houses. Apartment developments. Student accommodation. Care homes. Residential institutions. Certain conversion projects that create new dwellings.

What causes a building to overheat?

Several factors can contribute to overheating, including: Large areas of glazing. High solar exposure. Limited shading. Poor ventilation. Urban heat island effects. Highly insulated and airtight construction without adequate cooling strategies.

What’s the difference between the Simplified Method and Dynamic Thermal Modelling?

The Simplified Method follows a set of prescriptive criteria within Approved Document O and is generally suitable for straightforward developments. Dynamic Thermal Modelling is a more detailed computer simulation that predicts how temperatures within a building change throughout the year. It is typically used for larger, more complex or higher-risk developments where the Simplified Method cannot demonstrate compliance.

Can an overheating assessment influence the design?

Yes. Overheating assessments are often most valuable when undertaken early in the design process. The results can inform decisions on glazing, shading, ventilation, façade design and building orientation before construction begins.

Does an overheating assessment consider opening windows?

Yes. Ventilation is a key part of the assessment, and the ability to remove excess heat through openable windows or other ventilation strategies is an important consideration.

How does overheating relate to energy efficiency?

Buildings designed to minimise heat loss in winter can be more susceptible to overheating during summer if adequate mitigation measures are not incorporated. Overheating assessments help achieve the right balance between energy efficiency and occupant comfort.

Will I need air conditioning to comply with Approved Document O?

Not necessarily. Approved Document O encourages passive measures such as shading, glazing selection and natural ventilation before relying on mechanical cooling. Many developments can achieve compliance without installing air conditioning.

What information is required for an overheating assessment?

Typical information includes: Architectural drawings. Floor plans and elevations. Window schedules. Façade and glazing specifications. Ventilation strategy. Site layout and orientation information. The level of detail required will depend on the assessment method being used.

When should an overheating assessment be carried out?

Ideally during the early design stages of a project. Assessing overheating risk early allows mitigation measures to be incorporated efficiently and cost-effectively, reducing the likelihood of redesign later in the project.

Can overheating assessments be coordinated with other building physics services?

Yes. Overheating assessments are often undertaken alongside daylight and sunlight studies, energy assessments, SAP calculations, SBEM calculations and wider building physics analysis to ensure the building performs effectively as a whole.