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GBIS Pre-Qualification Assessment

by Steve Jennings, from the Community

Use this GBIS pre-qualification assessment checklist to determine if a property is eligible for insulation measures under the scheme. Record address details, dates, and preparer information, then document property elevations and capture photos. Assess eligible measures including cavity wall and loft insulation: take borescope images, note wall thickness, confirm loft insulation thickness (flag if under 100 mm), and record loft space images. Review ventilation requirements, including existing fans, DMEV or PIV selection, trickle vent feasibility for wet rooms and habitable rooms, and window types (e.g., UPVC). Check for existing retrofit cavity wall insulation and identify failures. Capture meterage, ATP client-funded details, quotes, and client approvals. Optionally assess raised loft boarding, with square meter measurements and quotes.

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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
GBIS Pre Qualification Assessment
This GBIS Pre Qualification Assessment template helps assess homes for eligibility under the Great British Insulation Scheme. Capture client and property details, address, and contact info, then document eligible measures including cavity wall and loft insulation. Record borescope images, wall and loft thickness (with prompts if loft insulation is under 100mm), and ventilation requirements. Identify wet rooms and any existing fans, then plan installations such as DMEVs or PIV and confirm feasibility of trickle vents across habitable and wet rooms. Verify if windows are UPVC and can be located externally. Check for existing retrofit cavity wall insulation, note any failures found via borescope, and manage extraction options (including client self funding). Specify fibre or foam type, meterage, quotes, client approvals, and optional loft boarding with measured area. Use this structured checklist to streamline GBIS eligibility reviews and site documentation.
by Steve Jennings, from the Community
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Template
Ridgewater Energy Insulation Survey Checklist
This insulation survey checklist helps assess homes and small buildings for cavity wall and loft insulation. It guides surveyors through client and property details, structure and external condition, heating types, access and safety, and suitability checks. Dedicated sections cover cavity wall elevations, vents, borescope photos, cavity depth and omitted areas, plus loft ventilation, existing and proposed insulation depths, downlights, wiring, pipes and tanks, and clearance needs. It includes dynamic risk assessments for both cavity wall and loft work and references PAS 2030 Annex B requirements and ECO/GBIS scheme considerations. Use it to document findings, capture photos, record measurements, and provide recommendations for compliant, efficient installs.
by Steve Bright, from the Community
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Template
External and Loft Insulation Measures Survey
Use this comprehensive survey template to assess external works and insulation measures for residential properties. Document property details, heating types and flue positions, existing finishes and wall conditions, and access needs. Record loft insulation requirements, enabling works, and client instructions. Capture photos, list defects, and complete risk and dynamic risk assessments to plan safe, compliant EWI, cavity, and roof activities.
by Talitha Burton, from the Community
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Cavity Wall and Loft Insulation Survey (PAS 2035)
This survey checklist guides assessments for cavity wall and loft insulation in line with PAS 2035:2019. Capture address and tenure, building and heating details, structural condition, evidence of damp and condensation, and ventilation types and performance. Document cavity depth, boroscope findings, DPC height, and internal heat-loss areas across elevations. Include access requirements, remedial works, quotations, and dynamic risk assessments for cavity and loft activities. Record loft specifics such as hatch size, existing and target insulation depths, services, obstructions, and materials. Conclude with installation checks and customer and crew signatures to verify pre and post installation compliance.
by William Wright, from the Community
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GBIS Pre-Qualification Assessment

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