Template

Evolve Potential Measures Survey V5 and Special Measures

by Steve Jennings, from the Community

Use this comprehensive home energy property survey to scope and document energy efficiency measures. Capture special measures and access needs, client and landlord details, property type and elevations, and heating appliance information. Conduct detailed inspections for cavity walls, loft insulation, ventilation, party walls, underfloor, extraction and damp, plus options for air source heat pumps and solar PV. Record photos, measurements, boroscope evidence, and material requirements. Include PAS 2035 checks, dynamic risk assessment, and ECO compliance documentation uploads. Finish with a clear quotation by measure and obtain client and assessor signatures for approval.

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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
Evolve Potential Measures Survey V4 Special Measures
Use this comprehensive checklist to survey residential properties for energy efficiency upgrades. Capture occupant and landlord details, property type and heating, access conditions, and elevations. Assess cavity walls, loft insulation, ventilation, underfloor areas, damp, party walls, and extraction. Document special measures, risk assessments, PAS 2035 checks, and ECO compliance. Include evidence with photos, measurements, and signatures, then generate quotations for insulation, ventilation, air source heat pumps, and solar PV.
by Steve Jennings, from the Community
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Template
Evolve Home Energy Potential Measures Survey
Use this comprehensive home energy property survey template to scope potential measures and retrofit opportunities. Document client and property details, access considerations, and site conditions. Assess cavity wall and loft insulation, ventilation, party wall and underfloor areas, damp issues, and external wall insulation. Capture options for extraction, air source heat pumps, and solar PV with PAS 2035 checks, risk assessments, and evidence. Generate quotations and photos to support compliance and installation planning.
by Steve Reynolds, from the Community
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Template
Evolve Potential Measures Survey
This comprehensive home energy property survey template supports assessing and specifying potential retrofit measures. Capture client and property details, heating types, elevations, and access needs. Inspect and document cavity wall and loft insulation, ventilation, damp issues, party walls, underfloor areas, and external wall insulation. Include extraction assessments (foam and other materials), photos, measurements, and notes. Perform risk assessments, dynamic checks, and ECO compliance documentation, aligned with PAS 2035. Generate quotations for measures such as cavity and loft insulation, ventilation, damp works, extraction, and more.
by Steve Reynolds, from the Community
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Template
Evolve Home Energy Property Survey V4
This comprehensive home energy property survey template helps assess and document potential retrofit measures across a residential property. Capture client and property details, access considerations, and perform inspections for cavity wall and loft insulation, ventilation, party wall, underfloor, and external wall insulation. Support extraction and damp investigations, and assess suitability for air source heat pumps, solar PV, and high heat retention storage heaters. Includes PAS 2035 checks, ECO compliance documentation, detailed risk assessments, and a quotation section to scope works and pricing.
by Steve Jennings, from the Community
Downloads: 10+
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Evolve Potential Measures Survey V5 and Special Measures

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Evolve Potential Measures Survey V4 Special Measures

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