Template

Audit Data Checklist

by Geg Dixon, from the Community

This Audit Data template helps teams document residential building and energy audit details. Capture client information, site conditions, and home characteristics such as year built, number of occupants and bedrooms, fuel types, house and roof types, and orientation. Record blower door numbers, wind conditions, insulation types and levels for band joists, cantilevers, garage ceilings, and attics. Track areas and dimensions across floors and basements, note accessibility, finishes, and required actions like sealing and insulating. Ideal for energy efficiency assessments, insulation upgrades, and building inspections.

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With SafetyCulture you can

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.

Template
Building Fabric and Energy Efficiency Survey V1.4
This Building Fabric and Energy Efficiency Survey template helps assess residential and commercial properties for condition and performance. Capture external wall construction, DPC condition, roofing, windows, doors, and rainwater goods. Audit internal rooms for damp, mould, condensation, ventilation, and floor types. Record heating systems, controls, hot water cylinders, lighting, and loft insulation depth and quality. Collect EPC and SAP details, fuel types, and usage. Generate recommendations for cavity or internal wall insulation, ventilation upgrades, loft works, roofing repairs, ground works, heating control improvements, solar PV suitability, and fuel switching. Summarize findings and plan targeted energy efficiency upgrades.
by Lawrence Wells, from the Community
Downloads: 10+
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Template
ENERGY SERVICES-Energy Audit
This energy services audit template provides a structured framework for conducting thorough building assessments. The template includes sections for documenting building information, room details, equipment specifications, and areas for improvement. Users can record essential data such as building specifications, room measurements, equipment details including manufacturer information and efficiency ratings, and identify potential energy conservation measures (ECMs). The template allows for photo documentation throughout the audit process and includes spaces for additional notes and comments. Designed for energy service professionals, this template helps standardize the audit process and ensures comprehensive data collection for building energy assessments.
by Brooke Baugher, from the Community
Downloads: 60+
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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
Downloads: 0
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Template
EXETER Fabric and Energy Survey V1.1
Use this EXETER Fabric and Energy Survey checklist to document property details, wall thickness, age banding, EPC and SAP ratings, fuel types and usage, and resident information. Record heating system make and model, controls, insulation levels, ventilation, and eligibility for upgrades such as cavity or external wall insulation, loft insulation, controls improvements, solar PV, and fuel switching. Capture photos and evidence, evaluate quick wins like low energy lighting, and produce recommendations to improve energy efficiency and comfort.
by Lawrence Wells, from the Community
Downloads: 10+
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Audit Data Checklist

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