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Agility A-D Property Assessment Checklist

by Steve Jennings, from the Community

10+

This checklist helps domestic energy assessors evaluate A-D tax band properties for energy efficiency upgrades. Capture property details, heating type, and EPC rating; assess cavity wall and loft insulation, including extraction of failed materials; and review secondary measures such as smart heating controls, TRVs, draught proofing, reflective panels, and low energy lighting. Document ventilation needs, condensation risks, and mitigation plans. Complete risk assessments, photos, and client consent to support funding and installation decisions.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

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Agility A-D Property Energy Assessment
This template guides assessors through energy efficiency assessments for A-D council tax band properties. Capture property details, main heating sources, suitability for cavity wall and loft insulation, foam extraction requirements, ventilation checks, and secondary measures like smart heating controls and TRVs. Includes risk assessments, EPC outcomes, photographic evidence, and client approvals.
by Steve Jennings, from the Community
Downloads: 10+
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Template
Agility A-D Property Assessment
Use this assessment to evaluate council tax band A-D properties for fabric measures and heating controls. Record property details, heating source, and suitability for cavity wall and loft insulation, including required depths, areas, and supporting imagery. Review secondary measures such as smart heating controls, TRVs and radiator performance, draught proofing, reflective panels, chimney balloons, and low energy bulbs. Check ventilation and condensation issues, document extractor fans, and specify trickle or background ventilation. Capture EPC details, benefits eligibility, client consent, and planned measures.
by A Burrows, from the Community
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Template
F221 LCX Energy Efficiency Survey
Use this comprehensive F221 LCX energy efficiency survey to assess homes and residential buildings. Capture property type and age band, wall construction and thickness, DPC condition, external elevations, roof covering and ventilation, window and door materials and glazing. Record internal room details, building fabric issues, ventilation types and flow rates, heating systems and controls, secondary heating, hot water cylinder insulation and controls, lighting counts and low energy share, loft insulation depth and condition, and loft ventilation. Gather resident information on occupancy, fuel payments, and annual usage for electric, gas, and other fuels. Generate recommendations for building works, wall insulation, ventilation improvements, loft upgrades, heating control upgrades, and suitability for solar PV, and summarize findings to support EPC and SAP updates.
by William Wright, from the Community
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Template
Technical Survey Form for Energy Efficiency
This technical survey form is designed for energy efficiency assessments and retrofit planning across residential properties. Use it to scope cavity wall, internal wall, room in roof, loft, and underfloor insulation, plus draft proofing, low energy lighting, and ventilation upgrades. Capture customer details, property type and tenure, construction condition, ventilation, moisture readings, and access. Document dynamic risk assessments, required PPE, and trade dependencies for plumbing and electrical work. Log measurements, photos, omissions, and notes to determine suitability, materials, and next steps for safe and compliant installation.
by Paul Mclean, from the Community
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Agility A-D Property Assessment Checklist

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Agility A-D Property Energy Assessment

Agility A-D Property Assessment

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Agility A-D Property Energy Assessment

Agility A-D Property Assessment

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