Template

HFIL Needs Assessment

by Aisling Sims, from the Community

10+

This HFIL (Homes for Independent Living) Needs Assessment template helps councils and housing providers evaluate tenant suitability and support needs for independent living schemes. It captures personal and tenancy details, next of kin, health history, prescribed medications, mobility and sensory needs, living skills, cultural and faith preferences, and financial capability. The form also includes risk assessments across health, substance use, mobility, and social factors, plus identification verification, landlord references, tenancy agreements, and property acceptance steps. Use it to structure fair, consistent assessments and connect tenants with appropriate support services.

With SafetyCulture you can

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

With SafetyCulture you can

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

HFIL Tenancy Audit Checklist

This HFIL Tenancy Audit template helps housing teams verify legal occupancy, review arrears, record repairs and damage, confirm room counts, and assess hazards and vulnerabilities. Capture tenant photos and signatures, document property condition, and complete office-use checks on ASB cases, fraud referrals, and system updates to Academy.

by Aisling Sims, from the Community

10+

Get

Template

Tenant Support Plan Review

Use this Tenant Support Plan Review template to evaluate a tenant’s needs and risks and to update outcomes and actions. Sections include risk assessment (low, medium, high) with required actions, health and safety considerations, daily living skills, finance, mobility, and sensory needs. Capture review dates, responsible officers, and tenant/advocate signatures. Record location of support visits, whether joint visits are required, and if a tenancy audit has been conducted. Document outcomes updates, targets, and follow-up schedules to ensure ongoing support. Includes confidentiality notice and guidance that a new plan is required if major changes occur.

by Aisling Sims, from the Community

10+

Get

Template

Tenancy Check Form

This tenancy check form supports housing officers and property managers during scheduled tenancy visits. Capture property address, tenancy dates, officer details, and proof of ID. Record tenant and household information, communication preferences, and availability. Assess housing needs including health, accessibility, and support requirements. Inspect property condition, fixtures, damp and mould, garden maintenance, and alterations. Log outstanding repairs, income maximisation support, fuel poverty referrals, and tenant involvement. Conclude with signatures, completion date, and agreed actions.

by Tenancy Management, from the Community

Get

Template

Tenancy Check Form Template

This tenancy check form template helps housing teams and property managers capture key information during tenancy visits. Record tenant identities, household composition, communication preferences, and any accessibility needs. Assess housing needs aligned with the Equality Act 2010, note support services, and identify special requirements. Inspect the property for cleanliness, damp or mould, maintenance issues, communal area safety, and garden upkeep. Include income maximization prompts, fuel poverty referrals, and tenant engagement questions. Conclude with signatures, visit date, and follow-up actions.

by Tenancy Management, from the Community

Get

Template

Financial Inclusion Form

Use this Financial Inclusion Form to assess tenants’ circumstances during housing visits. Capture property details, officer verification, tenant and household demographics, communication preferences, health and disability needs, household condition checks, and risk factors. Record benefits and pensions status, council tax support, utility debts, and fuel poverty referrals, plus notes on social tariffs and tenant engagement. Includes signatures, date, and action taken to document financial advice and next steps. Ideal for local government housing teams and social landlords.

by Tenancy Management, from the Community

Get

Template

Tenants Advice Housing Inspection Checklist

This Tenants Advice housing inspection checklist helps capture essential tenancy and property details to assess living conditions and maintenance needs. Record tenant names, address, rent, start date, and any reported issues including damp and mould, leaks, structural problems, rotten windows and doors, and infestations. Identify property type and occupancy, add proof of address, and attach images of the exterior and each room. For every room, note observations, add photos, and list outstanding repair items. Include additional items and areas affected to ensure nothing is missed. Designed to support tenants in documenting issues comprehensively for follow-up with landlords or housing providers.

by Tom Kennedy, from the Community

10+

Get

HFIL Needs Assessment

About author

You might also like

HFIL Tenancy Audit Checklist

Tenant Support Plan Review

Tenancy Check Form

Tenancy Check Form Template

Financial Inclusion Form

Tenants Advice Housing Inspection Checklist

You might also like

HFIL Tenancy Audit Checklist

Tenant Support Plan Review

Tenancy Check Form

Tenancy Check Form Template

Financial Inclusion Form

Tenants Advice Housing Inspection Checklist