Template

Whole House Assessment Report Template

by Lee Gregory, from the Community

10+

Comprehensive whole house assessment report template for residential properties. Capture tenant and property details, building fabric, heating type, and ventilation. Specify insulation works including loft, cavity, internal or external walls, draught proofing, and extraction. Record cavity depth and borescope images, damp and moisture readings, remedial actions, access equipment, and parking. Includes dynamic risk assessment and client declarations to ensure suitability and safe installations.

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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

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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.

Template
ALG Assessment Services Property Report
This property report template supports assessment of residential buildings for insulation and related works. Capture tenant and client details, property type and heating, and note required insulation such as cavity walls, loft, draught proofing, underfloor, and internal wall. Document structural condition, damp or water damage, ventilation adequacy, and building defects with photos. Record cavity wall measurements, materials, boroscope images, extraction needs, and drying times. Include loft depth readings, areas to be insulated or omitted, vents, pipe lagging, and walkways. Log access issues, required equipment like ladders or scaffolding, and special instructions. Complete a dynamic risk assessment and obtain client declaration and assessor signature.
by Lee Gregory, from the Community
Downloads: 10+
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Template
Whole House Assessment Report
This Whole House Assessment Report template by Surveying Cymru supports comprehensive residential property surveys. It captures property tenure, building details, heating types, and structural condition, and checks for damp, mould, rot, and ventilation adequacy. It guides decisions on insulation works (loft, cavity, internal, external, underfloor), ventilation upgrades (DMEV, PIV, trickle vents), and remedial actions such as wall tie replacement, French drains, re-pointing, and plaster repairs. It includes RAG analysis, cost breakdowns, access requirements, and formal disclaimers for housing association clients.
by Peter Cartlidge, from the Community
Downloads: 0
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Template
Advance Property Survey for Insulation Works
This Advance Property Survey template supports home energy and insulation works. Record tenant and client details, property type and heating, and assess required insulation such as loft, cavity, internal, external, and underfloor. Capture access needs and equipment, note structural conditions, ventilation and damp, and identify defects with photos. Include residual cavity checks, boroscope photos, loft depth measurements, vents, and omissions. Conclude with a dynamic risk assessment and client declaration.
by Lee Gregory, from the Community
Downloads: 20+
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Template
Post Extraction and Cavity Wall Survey PAS 2035
Use this checklist to survey cavity walls after insulation extraction and assess suitability for reinstallation in line with PAS 2035. Capture site and property details, tenure and construction, external finishes and structural condition. Record heating appliances, flue and chimney locations, and verify alarms. Document access and equipment needs. Perform post extraction inspections with borescope images, check wall ties, cavity cleanliness, vents, and finish repairs. Include internal checks for damp and condensation, ventilation requirements, and loft inspection. Measure cavity depths by elevation and log photos. Complete a dynamic risk assessment and client declaration. Finalize with installation checks and signatures.
by Vinnie Stokes, from the Community
Downloads: 20+
Get

ALG Assessment Services Property Report

This property report template supports assessment of residential buildings for insulation and related works. Capture tenant and client details, property type and heating, and note required insulation such as cavity walls, loft, draught proofing, underfloor, and internal wall. Document structural condition, damp or water damage, ventilation adequacy, and building defects with photos. Record cavity wall measurements, materials, boroscope images, extraction needs, and drying times. Include loft depth readings, areas to be insulated or omitted, vents, pipe lagging, and walkways. Log access issues, required equipment like ladders or scaffolding, and special instructions. Complete a dynamic risk assessment and obtain client declaration and assessor signature.

by Lee Gregory, from the Community

10+

Get

Template

Whole House Assessment Report

This Whole House Assessment Report template by Surveying Cymru supports comprehensive residential property surveys. It captures property tenure, building details, heating types, and structural condition, and checks for damp, mould, rot, and ventilation adequacy. It guides decisions on insulation works (loft, cavity, internal, external, underfloor), ventilation upgrades (DMEV, PIV, trickle vents), and remedial actions such as wall tie replacement, French drains, re-pointing, and plaster repairs. It includes RAG analysis, cost breakdowns, access requirements, and formal disclaimers for housing association clients.

by Peter Cartlidge, from the Community

Get

Template

Advance Property Survey for Insulation Works

This Advance Property Survey template supports home energy and insulation works. Record tenant and client details, property type and heating, and assess required insulation such as loft, cavity, internal, external, and underfloor. Capture access needs and equipment, note structural conditions, ventilation and damp, and identify defects with photos. Include residual cavity checks, boroscope photos, loft depth measurements, vents, and omissions. Conclude with a dynamic risk assessment and client declaration.

by Lee Gregory, from the Community

20+

Get

Template

Post Extraction and Cavity Wall Survey PAS 2035

Use this checklist to survey cavity walls after insulation extraction and assess suitability for reinstallation in line with PAS 2035. Capture site and property details, tenure and construction, external finishes and structural condition. Record heating appliances, flue and chimney locations, and verify alarms. Document access and equipment needs. Perform post extraction inspections with borescope images, check wall ties, cavity cleanliness, vents, and finish repairs. Include internal checks for damp and condensation, ventilation requirements, and loft inspection. Measure cavity depths by elevation and log photos. Complete a dynamic risk assessment and client declaration. Finalize with installation checks and signatures.

by Vinnie Stokes, from the Community

20+

Get

Whole House Assessment Report Template

About author

You might also like

ALG Assessment Services Property Report

Whole House Assessment Report

Advance Property Survey for Insulation Works

Post Extraction and Cavity Wall Survey PAS 2035

You might also like

ALG Assessment Services Property Report

Whole House Assessment Report

Advance Property Survey for Insulation Works

Post Extraction and Cavity Wall Survey PAS 2035