Template

Internal Wall Insulation Technical Survey

by Paul Mclean, from the Community

Use this internal wall insulation technical survey template to capture property details, assess suitability, and plan safe, compliant IWI installations. Record wall materials and areas, access and parking, required trades, and items to remove or refit. Include dynamic risk assessment with PPE, tools, asbestos, working at height, vibration, and housekeeping controls. Verify PAS 2030 considerations such as thermal performance, condensation risk, ventilation, and thermal bridging. Confirm substrate condition, fire safety, services impacts, and building regulation compliance. Gather customer understanding and consent, attach photos, and document sign‑off to support high‑quality retrofit delivery.

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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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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
External Wall Insulation Survey Checklist - F222 LCX
Complete this External Wall Insulation survey checklist before installation to record property details, construction type, wall build-up, existing finishes, measurements, and elevation photos. Assess enabling works for services and attachments, note structural defects, render condition, damp and frost damage, and movement joints. Document heating and ventilation, windows and doors, rainwater goods, DPC and abutments, and architectural features. Use the checklist to verify PAS 2030 compliance, eliminate thermal bridging, and capture sign-off for suitability.
by William Wright, from the Community
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Template
Technical Survey Form for Energy Efficiency
This technical survey form is designed for energy efficiency assessments and retrofit planning across residential properties. Use it to scope cavity wall, internal wall, room in roof, loft, and underfloor insulation, plus draft proofing, low energy lighting, and ventilation upgrades. Capture customer details, property type and tenure, construction condition, ventilation, moisture readings, and access. Document dynamic risk assessments, required PPE, and trade dependencies for plumbing and electrical work. Log measurements, photos, omissions, and notes to determine suitability, materials, and next steps for safe and compliant installation.
by Paul Mclean, from the Community
Downloads: 10+
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Template
LCX Combined Measure Survey F253
A comprehensive residential retrofit survey template covering loft and cavity wall insulation, external wall insulation, ventilation checks, photovoltaic readiness and air source heat pump assessment. Capture client, property and occupancy details, structural conditions, ventilation strategy, photos, and measurements. Includes risk and asbestos checks, electrical and meter information, scaffolding needs, and sign off. Designed to support PAS 2030 and PAS 2035 requirements and streamline planning for energy efficiency upgrades.
by William Wright, from the Community
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Template
Internal Retrofit Survey Revised v2.6
This internal retrofit survey template supports detailed building assessments to plan energy‑efficiency upgrades. Capture room use and dimensions, floor level and ceiling height, and heat loss perimeters. Document wall and floor construction, external wall depth, and conditions such as cracks, damp, and mould. Record door and window types, sizes, orientation, glazing, shading, draught proofing, and security. Survey radiators, TRVs and controls, pipework, and defects. Include underfloor void details, joists, insulation type and depth, and ventilation. Note water use features, lighting and appliances, and any fuel‑burning appliances. Assess spaces outside the thermal envelope, access, insulation, ventilation, and any suspected asbestos or dangerous gas or electrical installations.
by Jason A Imrie, from the Community
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Internal Wall Insulation Technical Survey

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External Wall Insulation Survey Checklist - F222 LCX

Technical Survey Form for Energy Efficiency

LCX Combined Measure Survey F253

Internal Retrofit Survey Revised v2.6

You might also like

External Wall Insulation Survey Checklist - F222 LCX

Technical Survey Form for Energy Efficiency

LCX Combined Measure Survey F253

Internal Retrofit Survey Revised v2.6