Template

Building Fabric and Energy Efficiency Survey V1.4

by Lawrence Wells, from the Community

10+

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.

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Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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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
Building Fabric and Energy Efficiency Survey
This comprehensive survey template supports detailed assessments of building fabric and energy performance. Capture property details, age banding, SAP rating and EPC year, fuel types and usage, and resident insights. Inspect external walls, damp proof course, cracking, materials and thickness, plus roofing condition and features. Review windows, doors, rainwater goods and joinery. Audit internal rooms for damp, mould, condensation and ventilation performance. Document heating systems, controls, secondary heat sources and hot water cylinders. Evaluate lighting, loft insulation and ventilation, and ducting. Generate recommendations for building works, insulation, ventilation, heating upgrades, solar PV, fuel switching, and quick wins, with quantities, photos and notes.
by William Wright, from the Community
Downloads: 10+
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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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Template
Energy Efficiency Feasibility Basic Survey
Use this basic energy efficiency survey to assess residential properties. Capture client and site details, current SAP rating, age banding, fuel type, and heating systems. Identify damp, mould, condensation, and cold issues. Record construction details including wall thickness, cavity width, and insulation status, and note any required extraction. Evaluate feasibility for insulation upgrades and the suitability of solar PV panels. Summarize building fabric issues and recommendations, then sign off the survey. Ideal for housing associations, councils, and energy assessors.
by Lawrence Wells, from the Community
Downloads: 20+
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Building Fabric and Energy Efficiency Survey V1.4

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