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Dorset HUG2 Client Certification Form

by Steve Bright, from the Community

10+

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.

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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.

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Healthy Homes Dorset Data Capture Survey
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.
by Steve Bright, from the Community
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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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Dorset Appliance Scheme Form
This Dorset Appliance Scheme Form enables assessors to record resident details and select required household appliances, including fridge freezers, fridges with or without icebox, under-counter freezers, electric or gas cookers, washing machines (7–8kg with spin options), and microwaves. It captures exact size requirements, access considerations (floor level, lift, parking permits), and installation readiness such as nearby sockets, cooker isolation switch, and plumbing access for washing machines. Safety checks include the cooker hot zone clearance and general space around doors and drawers. The form notes ownership of existing appliances, eligibility for first-time supply or replacements, removal and disposal of old units, resident health needs (e.g., medication refrigeration, carer requirements), communication needs, alternative contacts, preferred delivery times, and any additional accessibility notes. It concludes with resident acknowledgement and assessor signature to proceed with delivery and installation.
by Johnny Fox, from the Community
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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
Downloads: 0
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Healthy Homes Dorset Data Capture Survey

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.

by Steve Bright, from the Community

10+

Get

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

Get

Template

Dorset Appliance Scheme Form

This Dorset Appliance Scheme Form enables assessors to record resident details and select required household appliances, including fridge freezers, fridges with or without icebox, under-counter freezers, electric or gas cookers, washing machines (7–8kg with spin options), and microwaves. It captures exact size requirements, access considerations (floor level, lift, parking permits), and installation readiness such as nearby sockets, cooker isolation switch, and plumbing access for washing machines. Safety checks include the cooker hot zone clearance and general space around doors and drawers. The form notes ownership of existing appliances, eligibility for first-time supply or replacements, removal and disposal of old units, resident health needs (e.g., medication refrigeration, carer requirements), communication needs, alternative contacts, preferred delivery times, and any additional accessibility notes. It concludes with resident acknowledgement and assessor signature to proceed with delivery and installation.

by Johnny Fox, from the Community

Get

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

Get

Dorset HUG2 Client Certification Form

About author

You might also like

Healthy Homes Dorset Data Capture Survey

HUG2 Site Survey Data Capture Form

Dorset Appliance Scheme Form

Household Support Fund (Energy) Reporting Form

You might also like

Healthy Homes Dorset Data Capture Survey

HUG2 Site Survey Data Capture Form

Dorset Appliance Scheme Form

Household Support Fund (Energy) Reporting Form