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Energy Site Survey Full Checklist

by David Winterton, from the Community

Use this full Energy Site Survey checklist to capture a complete picture of building energy performance. Document site details and building fabric, assess solar PV potential, and record improvements for walls, roofs, and windows. Evaluate heating and DHW systems, fuels, capacities, efficiencies, and end of life status. Audit cooling and ventilation equipment, airflow, heat recovery, and controls. Review pumps, insulation, lighting types and coverage, and BMS opportunities. Identify decarbonization options, including ASHP, GSHP, WSHP, and district heat, along with electrical upgrade needs.

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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
Energy Audit Template
Use this Energy Audit Template to evaluate building energy performance across lighting, HVAC, insulation, and controls. Capture utility account access, review bills, and document solar panels, BMS settings, boilers, heat pumps, and RTUs. Inspect rooms and zones for set points, ventilation, and gaps, and record equipment details for kitchens, restrooms, and mechanical spaces. Standardize assessments, identify savings opportunities, and streamline facility energy management.
by Fa Nc 1, from the Community
Downloads: 20+
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Template
Building Fabric and Energy Efficiency Survey
This comprehensive survey template supports detailed assessments of building fabric and energy performance. Capture property details, age banding, SAP rating and EPC year, fuel types and usage, and resident insights. Inspect external walls, damp proof course, cracking, materials and thickness, plus roofing condition and features. Review windows, doors, rainwater goods and joinery. Audit internal rooms for damp, mould, condensation and ventilation performance. Document heating systems, controls, secondary heat sources and hot water cylinders. Evaluate lighting, loft insulation and ventilation, and ducting. Generate recommendations for building works, insulation, ventilation, heating upgrades, solar PV, fuel switching, and quick wins, with quantities, photos and notes.
by William Wright, from the Community
Downloads: 10+
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Template
ASHP, Solar PV & Battery Storage Survey
This comprehensive survey template is designed for private residential works involving air source heat pumps (ASHP), solar PV, battery storage, and heat recovery. It guides surveyors through risk assessment (asbestos, working at height, access), building details (fabric, insulation, windows, doors, roof), existing heating and electrical systems, occupancy, and planning considerations. It also covers proposed equipment locations, condensate management, trunking runs, radiator positions, PV array sizing and shading, scaffolding needs, heat recovery fans, and condition photos. Use it to gather accurate site data and sign-offs to plan safe, compliant installations.
by Ciaran Devaney, from the Community
Downloads: 0
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Template
Energy Audit Checklist for Buildings
This site energy audit checklist helps assess building performance across water, HVAC, and electrical systems. Capture initial details, operating hours, and occupancy, then record water, electricity, gas, and additional meter readings. Inspect washrooms for fixture counts, condition, flow rates, leaks, aerators, restrictors, and TMVs. Review plantroom assets including boilers, DHW, pumps, lagging, and BMS controls, noting temperatures, capacities, age, and efficiency. Evaluate AHUs, heat emitters, and TRVs. Identify lighting retrofit opportunities, wattages, and occupancy sensing. Screen for renewables and electrification options such as solar PV, battery storage, heat pumps, and EV charging, plus point-of-use heaters and behavioural change opportunities.
by Alex Wingate, from the Community
Downloads: 0
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Energy Site Survey Full Checklist

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