Template

Evolve Potential Measures Survey

by Steve Reynolds, from the Community

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.

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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

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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
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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 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 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
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Evolve Potential Measures Survey

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Evolve Home Energy Potential Measures Survey

Home Energy Potential Measures Survey