Template

ECO 4 Property Handover Checklist

by Kate Burgan, from the Community

Use this ECO 4 Property Handover checklist to finalize residential energy retrofit works. Document installed measures such as IWI, UFI, loft and flat roof insulation, EWI, CWI, solar PV, and ASHP or hybrid systems. Verify work completed to specification, capture customer comments, record location and preparer details, and obtain site manager and customer signatures for sign-off. Ideal for contractors delivering ECO4-compliant upgrades.

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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
Home Upgrade Grant Property Handover Checklist
Use this Home Upgrade Grant HUG property handover checklist to document completion of domestic energy efficiency works and capture customer sign off. Record project details, location, and responsible personnel; confirm installed measures such as IWI, UFI, loft and sloping ceiling insulation, EWI, CWI, flat roof insulation, solar PV, and ASHP or hybrid systems. Verify specification and workmanship, check ventilation adequacy, and collect customer comments and signatures.
by Kate Naylor, from the Community
Downloads: 0
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Template
ECO 4 Tech Survey Checklist
This ECO 4 Tech Survey checklist guides surveyors through a full property assessment for ECO4 energy upgrades. Capture build date, property type, floors, and wall construction. Record the scope for cavity wall insulation and verify external condition including roof, gutters, vegetation, and damp proof course. Document services with images of electric and gas meters, consumer unit, and stop tap. Check for damp, ventilation, and plan DMEV and trickle vents. Assess roof space condition, loft access, solar pitch, joist spacing, and inverter requirements. Evaluate ASHP feasibility, existing radiators, and floor construction. Note required remedial works, parking and delivery areas, waste arrangements, and obtain customer declaration.
by Chris Barlow, from the Community
Downloads: 0
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Template
PAS 2035 Retrofit Design
Create a PAS 2035-compliant retrofit design for domestic properties with this guided template. Plan fabric-first improvements including IWI, EWI, CWI, loft and floor insulation, heating upgrades, heat pumps, solar PV, and controls. Includes ventilation assessment, condition surveys, technical standards (PAS 2030), installer competency, testing and commissioning, handover, and maintenance notes. Supports ECO outcomes and TrustMark requirements with clear sequences and roles for the Retrofit Coordinator and installers.
by Peter Old, from the Community
Downloads: 40+
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Template
PAS 2035 Retrofit Design Template
Use this PAS 2035 retrofit design template to plan and document domestic energy efficiency upgrades. Capture scope for insulation measures (IWI, EWI, CWI, LI, RIR, UFI), heating system changes, electric storage heaters, heating controls, air source heat pumps, and solar PV. Reference PAS2030:2019 Annex B, MCS standards, and manufacturer guidance. Record ventilation assessments, building condition, planning permissions, product specifications, and moisture management. Define sequence of works, installer competencies, testing and commissioning, and resident handover. Align designs with ECO outcomes to cut carbon, improve comfort, and reduce fuel poverty.
by Peter Old, from the Community
Downloads: 0
Get

Home Upgrade Grant Property Handover Checklist

Use this Home Upgrade Grant HUG property handover checklist to document completion of domestic energy efficiency works and capture customer sign off. Record project details, location, and responsible personnel; confirm installed measures such as IWI, UFI, loft and sloping ceiling insulation, EWI, CWI, flat roof insulation, solar PV, and ASHP or hybrid systems. Verify specification and workmanship, check ventilation adequacy, and collect customer comments and signatures.

by Kate Naylor, from the Community

Get

Template

ECO 4 Tech Survey Checklist

This ECO 4 Tech Survey checklist guides surveyors through a full property assessment for ECO4 energy upgrades. Capture build date, property type, floors, and wall construction. Record the scope for cavity wall insulation and verify external condition including roof, gutters, vegetation, and damp proof course. Document services with images of electric and gas meters, consumer unit, and stop tap. Check for damp, ventilation, and plan DMEV and trickle vents. Assess roof space condition, loft access, solar pitch, joist spacing, and inverter requirements. Evaluate ASHP feasibility, existing radiators, and floor construction. Note required remedial works, parking and delivery areas, waste arrangements, and obtain customer declaration.

by Chris Barlow, from the Community

Get

Template

PAS 2035 Retrofit Design

Create a PAS 2035-compliant retrofit design for domestic properties with this guided template. Plan fabric-first improvements including IWI, EWI, CWI, loft and floor insulation, heating upgrades, heat pumps, solar PV, and controls. Includes ventilation assessment, condition surveys, technical standards (PAS 2030), installer competency, testing and commissioning, handover, and maintenance notes. Supports ECO outcomes and TrustMark requirements with clear sequences and roles for the Retrofit Coordinator and installers.

by Peter Old, from the Community

40+

Get

Template

PAS 2035 Retrofit Design Template

Use this PAS 2035 retrofit design template to plan and document domestic energy efficiency upgrades. Capture scope for insulation measures (IWI, EWI, CWI, LI, RIR, UFI), heating system changes, electric storage heaters, heating controls, air source heat pumps, and solar PV. Reference PAS2030:2019 Annex B, MCS standards, and manufacturer guidance. Record ventilation assessments, building condition, planning permissions, product specifications, and moisture management. Define sequence of works, installer competencies, testing and commissioning, and resident handover. Align designs with ECO outcomes to cut carbon, improve comfort, and reduce fuel poverty.

by Peter Old, from the Community

Get

ECO 4 Property Handover Checklist

About author

You might also like

Home Upgrade Grant Property Handover Checklist

ECO 4 Tech Survey Checklist

PAS 2035 Retrofit Design

PAS 2035 Retrofit Design Template

You might also like

Home Upgrade Grant Property Handover Checklist

ECO 4 Tech Survey Checklist

PAS 2035 Retrofit Design

PAS 2035 Retrofit Design Template