Template

Agility A-D Property Energy Assessment

by Steve Jennings, from the Community

10+

This template guides assessors through energy efficiency assessments for A-D council tax band properties. Capture property details, main heating sources, suitability for cavity wall and loft insulation, foam extraction requirements, ventilation checks, and secondary measures like smart heating controls and TRVs. Includes risk assessments, EPC outcomes, photographic evidence, and client approvals.

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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

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
Agility A-D Property Assessment Checklist
This checklist helps domestic energy assessors evaluate A-D tax band properties for energy efficiency upgrades. Capture property details, heating type, and EPC rating; assess cavity wall and loft insulation, including extraction of failed materials; and review secondary measures such as smart heating controls, TRVs, draught proofing, reflective panels, and low energy lighting. Document ventilation needs, condensation risks, and mitigation plans. Complete risk assessments, photos, and client consent to support funding and installation decisions.
by Steve Jennings, from the Community
Downloads: 10+
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Template
Agility A-D Property Assessment
Use this assessment to evaluate council tax band A-D properties for fabric measures and heating controls. Record property details, heating source, and suitability for cavity wall and loft insulation, including required depths, areas, and supporting imagery. Review secondary measures such as smart heating controls, TRVs and radiator performance, draught proofing, reflective panels, chimney balloons, and low energy bulbs. Check ventilation and condensation issues, document extractor fans, and specify trickle or background ventilation. Capture EPC details, benefits eligibility, client consent, and planned measures.
by A Burrows, from the Community
Downloads: 10+
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Template
Home Energy Potential Measures Survey
This home energy property survey template supports residential retrofit assessments across cavity wall and loft insulation, ventilation, damp investigations, party wall checks, external wall insulation, and air source heat pump suitability. It captures client and property details, heating appliance and flue information, access constraints, and evidence via photos. The survey includes extraction assessments for existing insulation, PAS 2035 pre-installation checks for cavity and loft measures, dynamic risk assessments, and ECO compliance documentation uploads. Measurement sections cover elevations, openings, vents, services, and reinstatement needs, concluding with a quotation section for selected measures.
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
Downloads: 0
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Agility A-D Property Assessment Checklist

This checklist helps domestic energy assessors evaluate A-D tax band properties for energy efficiency upgrades. Capture property details, heating type, and EPC rating; assess cavity wall and loft insulation, including extraction of failed materials; and review secondary measures such as smart heating controls, TRVs, draught proofing, reflective panels, and low energy lighting. Document ventilation needs, condensation risks, and mitigation plans. Complete risk assessments, photos, and client consent to support funding and installation decisions.

by Steve Jennings, from the Community

10+

Get

Template

Agility A-D Property Assessment

Use this assessment to evaluate council tax band A-D properties for fabric measures and heating controls. Record property details, heating source, and suitability for cavity wall and loft insulation, including required depths, areas, and supporting imagery. Review secondary measures such as smart heating controls, TRVs and radiator performance, draught proofing, reflective panels, chimney balloons, and low energy bulbs. Check ventilation and condensation issues, document extractor fans, and specify trickle or background ventilation. Capture EPC details, benefits eligibility, client consent, and planned measures.

by A Burrows, from the Community

10+

Get

Template

Home Energy Potential Measures Survey

This home energy property survey template supports residential retrofit assessments across cavity wall and loft insulation, ventilation, damp investigations, party wall checks, external wall insulation, and air source heat pump suitability. It captures client and property details, heating appliance and flue information, access constraints, and evidence via photos. The survey includes extraction assessments for existing insulation, PAS 2035 pre-installation checks for cavity and loft measures, dynamic risk assessments, and ECO compliance documentation uploads. Measurement sections cover elevations, openings, vents, services, and reinstatement needs, concluding with a quotation section for selected measures.

by Steve Reynolds, from the Community

Get

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

Get

Agility A-D Property Energy Assessment

About author

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Agility A-D Property Assessment Checklist

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