Title Page

  • Conducted on

  • Prepared by

  • Client / Site

  • Location

Site Details

  • Client Contact Name

  • Client Contact Details

  • Site Address

  • Postcode

  • TECC Contact

  • Site Photograph

Preamble

Executive Summary

  • Please insert simple ROI

Overview

  • Description of Business

  • Description of Site

  • Main Electricity Usage

  • Main Gas Usage

  • Main Water usage

  • Comments and thoughts on utilities

Energy Data

  • Electricity Data Available

  • HH Data review

  • Gas Data Available

  • Water Data Available

Compliance

  • ESOS

  • TM44 (Air Conditioning Report)

  • EPC (Energy Performance Report)

  • DEC (Display Energy Certificate)

Available Technology Options

DSR (Demand Side Response)

  • Does the site have a generator

  • Do they currently take part in DSR

  • Describe DSR and fill out response below

  • Photograph of on site generation include manufacturers plate

Solar PV

  • Suitable

  • Description

  • Photos showing areas suitable for PV

Battery Storage

  • Suitable

  • Description

  • Photos of locations for battery storage (20ft sea container size)

Voltage Optimisation

  • Suitable

  • Description

  • Photos of suitable installation points

Power Factor Correction

  • Suitable

  • Description

  • Photos of suitable installation points

LED Lighting

  • Suitable

  • Description

  • Photos of existing lighting

Utility Monitoring System

  • Suitable

  • Description

  • Photos of distribution boards, meters etc

Refrigeration

  • Refrigeration or Air Conditioning on site

  • Describe the systems on site, ensure all manufacturers data is captured

  • Capture images of the manufacturers data plate and general condition of equipment

Gas or Steam Boilers

  • Are there Gas Boilers on site

  • Describe the systems on site, ensure all manufacturers data is captured

  • Capture images of the manufacturers data plate and general condition of the equipment

Any other suitable technologies?

  • Add media

Conclusions

Next Steps

  • Add media

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.