Template

Healthy Homes Dorset Data Capture Survey

by Steve Bright, from the Community

10+

Use this Healthy Homes Dorset data capture survey to record resident details and assess home energy efficiency. The form covers property type, tenure, EPC status, fuel and heating systems, controls, meter types, damp or mould, eligibility indicators, and income. Capture photos and measurements for loft, cavity wall, external wall, room-in-roof, underfloor and flat roof insulation. Document boiler condition, first-time central heating, HHR storage heaters, and potential renewables. Evaluate ECO4 eligibility, note hazards, and create referrals to LEAP or CAB. Includes consent and completion sections.

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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
HUG2 Site Survey Data Capture Form
This HUG2 data capture form supports Home Upgrade Grant site surveys for residential properties. It guides assessors to record eligibility evidence, household details, EPC status and LSOA checks, property type and age, heating systems and controls, and current electricity use. Surveyors can document insulation opportunities (loft, cavity, solid wall, room-in-roof, flat roof, underfloor), low energy lighting, draught proofing, and heating or renewable options including HHR storage heaters, air source heat pumps, solar PV, and solar thermal. The form prompts for required photos, measurements, and signatures to ensure accurate records and compliance.
by Steve Bright, from the Community
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Template
Dorset HUG2 Client Certification Form
This Dorset HUG2 Client Certification Form helps confirm eligibility for the Home Upgrade Grant Phase 2 in BCP and Dorset. It collects client details and address, ownership or tenancy status, proof of income or qualifying benefits, postcode eligibility, energy fuel type, current EPC rating, and consent. Includes assessor declaration and signature, evidence capture, GDPR privacy notice acknowledgement, and fraud protection statement. Suitable for use by Ridgewater Energy assessors and local authority partners.
by Steve Bright, from the Community
Downloads: 10+
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Template
Cavity Wall and Loft Insulation Survey
Use this comprehensive survey template to investigate failed cavity wall insulation and assess loft insulation across domestic properties. It covers client inspection, pre-extraction, post-extraction, and revisit checks, with structured fields for tenure, property type and age, external finishes, structural condition, cavity depths, boroscope photos, and wall tie condition. Record internal damp, mould, condensation, ventilation, heating types, and safety monitors. Capture access constraints and remedial works, verify vents, flues, and guttering, and document asbestos confirmations. Includes a loft survey section and a dynamic risk assessment checklist.
by Rob Mckenna, from the Community
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Template
EXETER Fabric and Energy Survey V1.1
Use this EXETER Fabric and Energy Survey checklist to document property details, wall thickness, age banding, EPC and SAP ratings, fuel types and usage, and resident information. Record heating system make and model, controls, insulation levels, ventilation, and eligibility for upgrades such as cavity or external wall insulation, loft insulation, controls improvements, solar PV, and fuel switching. Capture photos and evidence, evaluate quick wins like low energy lighting, and produce recommendations to improve energy efficiency and comfort.
by Lawrence Wells, from the Community
Downloads: 10+
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Healthy Homes Dorset Data Capture Survey

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HUG2 Site Survey Data Capture Form

Dorset HUG2 Client Certification Form

Cavity Wall and Loft Insulation Survey

EXETER Fabric and Energy Survey V1.1

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HUG2 Site Survey Data Capture Form

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