Template

Evolve Home Energy Survey V5 with Special Measures

by Ken Jackson, from the Community

This comprehensive home energy property survey template helps assess retrofit potential across cavity walls, lofts, ventilation, underfloor areas, damp, and renewables such as solar PV and air source heat pumps. Record building fabric, heating types, access constraints, PAS 2035 considerations, and special measures for hard-to-treat homes. Capture photos, notes, measurements, and signatures to support compliant installations and accurate quotations.

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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

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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

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

10+

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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 Property Survey

This comprehensive home energy property survey template helps assess and document potential measures across insulation, ventilation, and renewables. Capture full property details, access considerations, and floor plans. Conduct cavity wall and loft insulation checks, ventilation and damp inspections, and evaluate extraction needs. Assess suitability for solar PV and air source heat pumps, including electrical supply and inverter locations. Includes PAS 2035 compliance checks, ECO documentation uploads, dynamic risk assessments, quotations for measures, and re‑instatement notes to support end‑to‑end retrofit planning.

by Matthew Griffiths, from the Community

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Template

Evolve Potential Measures Survey V5 and Special Measures

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.

by Steve Jennings, from the Community

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Template

Evolve Potential Measures Survey V4 + Special Measures

This comprehensive home energy property survey template supports assessing and planning energy efficiency upgrades across residential properties. Capture special measures and site details, evaluate gas isolation, ventilation requirements, cavity wall and loft insulation, party wall conditions, underfloor and external wall insulation works, damp inspections, and PAS 2035 compliance. Includes sections for solar PV and air source heat pump feasibility, risk assessments, compliance documents, and quotations to streamline retrofit planning and installation.

by Steve Jennings, from the Community

10+

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Template

Evolve Home Energy Property Survey V3

This comprehensive home energy property survey template supports retrofit assessments and potential measures under PAS 2035. Capture client and property details, access constraints, and detailed survey data for cavity wall and loft insulation, party wall and underfloor checks, damp inspections, and external wall insulation. Include extraction assessments, ventilation checks, and options for air source heat pumps and solar PV. Built in risk assessments, compliance documentation, measurements, and quotation sections help standardize surveys and streamline installation planning.

by Mitchell Randle, from the Community

20+

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