Template

SGN Help for Warmth Home Visit Form

by Steve Bright, from the Community

This SGN Help for Warmth Home Visit Form is designed to capture customer data and assess household energy needs during a site visit. It covers eligibility, tenure, heating systems and controls, boiler condition, insulation, and property details. The checklist also includes sections for energy bills, tariff and supplier information, income maximization, and registration for support schemes. It guides fire risk and hazard checks, safeguarding referrals, and energy efficiency advice. The wrap-up section records onward referrals for measures such as insulation, heating upgrades, and EPC checks, includes consent statements, signatures, and a log of easy measures and winter warmth items provided.

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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
Household Support Fund (Energy) Reporting Form
This comprehensive Household Support Fund (Energy) reporting form is designed for community energy advisors conducting home visits. Capture resident details, eligibility evidence, tenure, and heating system information; assess insulation, damp and mould, and loft conditions; review energy contracts, payment methods, and Warm Home Discount; and record income support needs. The form includes fire risk and hazard checks, safeguarding, energy‑saving advice, and onward referrals (ECO/HHD, Citizens Advice, Fire Service, council). It also covers appliances, accessibility, easy measures, consent statements, and signatures.
by Stephen Bright, from the Community
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COMF COLA Data Capture Form
This COMF COLA data capture form supports home energy efficiency assessments and installations. Capture eligibility and benefits information, household income, and EPC details. Record property type, age, rooms, extensions, and heating systems with current controls and energy use. Identify insulation needs for lofts, cavities, solid walls, rooms in roof, floors, and draught proofing. Assess renewable options including solar PV and solar thermal, plus air source heat pumps and high heat retention storage heaters. Include site photos, access considerations, and building condition checks. Conclude with evidence checks and customer consent to proceed.
by Steve Bright, from the Community
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SGN Help for Warmth Home Visit Form

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Household Support Fund (Energy) Reporting Form

Healthy Homes Dorset Data Capture Survey

Agility A-D Property Assessment Checklist

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You might also like

Household Support Fund (Energy) Reporting Form

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COMF COLA Data Capture Form