Title Page

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  • Surveyor name:

  • Date of survey:

  • Customer name:

  • Address:

  • Postcode:

  • Telephone:

Boiler Information - Proposed

  • Make and model:

  • Size (kW)

  • Recommended sales size:

  • Required size:

  • Location:

  • Recommended manufacturer's clearances?

  • All access issues checked (doorway openings, floor types, etc.)?

  • Location of nearest domestic cold water supply?

  • Preparatory work for boiler area (customer / our responsibilities)?

Boiler Information - Photographs of Proposed Location

  • Proposed boiler room (angle 1)

  • Proposed boiler room (angle 2)

  • Proposed boiler room (angle 3)

  • Proposed boiler room (angle 4)

Boiler Information - Existing System

  • Make, model and fuel type:

  • Size (kW):

  • Location:

  • Existing boiler to be removed from site?

  • What is entailed in removing the boiler?

  • Existing flue to be removed?

  • What is required to make good post flue removal?

  • Does existing heating system work?

  • What remedials are required?

  • What is the age of the existing boiler / heating system?

  • What heat emitters are being used?

  • What type(s) of radiator?

  • Do all of the radiators work?

  • What type(s) of warm air heater?

  • What type(s) of radiant heater?

  • What type(s) of underfloor heating?

  • What type(s) of electrical heating?

  • Do all of the radiators work?

  • Is the current system in good condition?

  • What is the total number of washrooms?

Boiler Information - System Photographs

  • Existing boiler (where fitted):

  • Boiler plate (where possible):

  • Existing pipe work :

  • Pumps and zone valves (where fitted and accessible):

  • Hot water cylinder (if adjacent):

  • Access to outside:

Fuel Store - Proposed

  • Fuel store required?

  • Fuel store size:

  • Fuel store location (must be adequate size for store):

  • Fuel store type (external / fabric bag, etc.):

  • Dimensions of recommended fuel store:

  • Location of fuel store:

  • Feed system:

  • Distance between the fuel store and the boiler/day hopper:

  • Is there access for the refuelling vehicle?

  • Does the customer require extended filling pipes?

  • How much hose is required?

Proposed Fuel Store - Photographs

  • Ground type:

  • Interior angle 1:

  • Interior angle 2:

  • Interior angle 3:

  • Interior angle 4:

  • Exterior obstructions?

  • Exterior obstruction 1:

  • Exterior obstruction 2:

Proposed Buffer - Details

  • Buffer tank required?

  • Buffer tank location:

  • Buffer tank size (ltr)

  • Dimensions of the buffer tank location:

  • Details of any access issues:

Proposed Buffer - Photographs

  • Space for buffer:

  • Entryway to room:

  • Path from outside doorways, etc.

Proposed Expansion Vessel - Details

  • Size (ltrs)

  • Location:

  • Location dimensions:

  • Expansion vessel dimensions:

Proposed Expansion Vessel - Photographs

  • Location:

Cylinder - Details

  • Existing system:

  • Cylinder required?

  • Size:

  • Type:

  • Location:

  • Cylinder dimensions:

  • Cylinder location dimensions:

  • Any access issues?

  • Details of any access issues:

Cylinder - Photographs

  • Proposed cylinder location:

Flue - Details

  • Flue data plate:

  • Flue location:

  • Height of flue:

  • Colour of flue:

  • Roof pitch:

  • Overhang size:

  • Extractor fan required?

  • Access issues?

  • Is MEWP (i.e. cherry picker) required?

  • Is the location clear of obstructions?

  • Do trees need removing?

  • List of flue parts (including insulation where flue liner required):

  • Core drilling issues?

  • Details of the issues:

  • Location of additional ventilation:

Flue - Photographs

  • Inside location:

  • Outside location:

  • External hazards (trees / high banks / buildings):

  • Location of possible vents from outside:

  • Exterior vent positions:

Electrics and Controls - Details

  • Hard wired or internet interface required:

  • Earth bonding present (water and gas)?

  • Consumer unit type:

  • Is mains electric present at the boiler location?

  • Is there RCD protection to existing heating system?

  • Existing heating system:

  • New boiler location:

  • New buffer location:

  • Duct work required for underground wiring?

Electrics and Controls - Photographs

  • Main consumer unit:

  • Close ups of breaker(s):

  • Close up of main breaker:

  • Close up of main fuse (where old):

  • Mains power in proposed boiler location:

  • Timer:

  • Thermostat:

  • Cylinder stat:

  • Immersion heater:

  • Zone valves (where fitted):

  • 3 way valve (where fitted):

Groundworks - Details

  • Concrete base required?

  • Concrete base dimensions:

  • Location of concrete base

  • Trench required?

  • Length of trench:

  • Route of trench:

  • Heat cabin required?

  • Heat cabin location:

  • Heat cabin dimensions:

  • Mini digger required?

  • Ground suitable for a mini digger?

  • Size of mini digger required:

  • Access clear for a mini digger?

  • Concrete mixer required?

  • Delivery of concrete required?

  • Is access clear for a concrete mixer?

  • Is a skip required?

  • Agreed location for skip:

  • Size of skip required:

  • Groundworks overview, including reinstating:

Groundworks - Photographs

  • Area for groundworks:

  • Area for trenching:

Health & Safety and Planning

  • Evidence of asbestos on site?

  • Details of asbestos location(s)

  • Is the property in a conservation area?

  • Is the property listed?

  • Could planning be an issue?

  • Provide details of why planning could be an issue:

Health & Safety and Planning - Photographs

  • Photographs of any planning concerns:

Installation - Details

  • Works to be completed by the customer prior to installation:

  • Can equipment be delivered prior to installation?

  • Provide details of where equipment can be delivered to and securely stored:

  • Is access suitable for 7.5 tonne vehicle?

  • Is installer parking available at location?

  • Is on-street parking available?

  • On-street parking details:

Installation - Details

  • Recommended timescales for installation (days)

  • Anticipated down time for hot water / heating during installation (please advise customer):

  • Will auxiliary heating be required during the installation period?

  • Quantity of heaters required:

Additional Items - Details

  • Is there an oil tank at the property that requires removal?

  • Size of oil tank:

  • Oil tank type:

  • Any access issues for removal?

  • Provide details of access issues:

  • Additional radiators required?

  • Radiator model:

  • Radiator type(s)

  • Radiator size(s)

  • Radiator kW rating:

  • Radiator quantities:

  • TRVs

  • Make and model of TRVs

  • Quantity of TRVs

Additional Items - Photographs

  • Oil tank for removal:

  • Room(s) where radiator(s) are to be installed:

Schematic of Existing Boiler and Heating Layout

  • Existing boiler and heating layout:

Schematic of Proposed Boiler and Heating Layout

  • Proposed boiler and heating layout:

Additional Notes

  • Additional notes:

Consumables

Items

  • CB end feed straight coupling 15mm quantity:

  • CB end feed 90D elbow 15mm quantity:

  • CB end feed 90D equal tee 15mm quantity:

  • CB end feed straight coupling 22mm quantity:

  • CB end feed 90D elbow 22mm quantity:

  • CB end feed 90D equal tee 22mm quantity:

  • CB end feed straight coupling 28mm quantity:

  • CB end feed 90D elbow 28mm quantity:

  • CB end feed 90D equal tee 28mm quantity:

  • CB end feed fitting reducer 22x15 quantity:

  • CB end feed reducer 28x15 quantity:

  • CB end feed fitting reducer 28x22 quantity:

  • Centre 22mm WRAS LVR brass ball valve quantity:

  • Centre 28mm WRAS LVR brass ball valve quantity:

  • Compression ball valves (ballaffix) 15mm quantity:

  • Tradefix filling loop 15mm WRAS APP quantity:

  • 15mm MT plug type A (10) quantity:

  • Jet auto air vent c/w stopcock quantity:

  • CB compression stop end quantity:

  • Blk mall bush - 140 1.1/4x1 quantity:

  • Blk mall bush - 140 1.1/2x1 quantity:

  • Blk mall bush - 140 1.1/2x1/2 quantity:

  • Blk mall bush - 140 1x3/4 quantity:

  • Blk mall plug - 147 1.1/2 quantity:

  • M10251 Blk mall plug - 147 1/2 quantity:

  • CB Compression MI Tpr Str Con 15x1/2 quantity:

  • CB Compression MI Tpr Str Con 22x3/4 quantity:

  • CB Compression MI Tpr Str Con 28x1 quantity:

  • CB Compression FI Str Connector 15x1/2 quantity:

  • CB Compression FI Str Connector 22x3/4 quantity:

  • CB Compression FI Str Connector 28x1 quantity:

  • CB Compression Stop Ends 15mm quantity:

  • CB Compression Stop Ends 22mm quantity:

  • CB Compression Stop Ends 28mm quantity:

  • Yorkex 15mm copper tube (3m) per mtr quantity:

  • Yorkex 22mm copper tube (3m) per mtr quantity:

  • Yorkex 28mm copper tube (3m) per mtr quantity:

  • Inhibitor quantity:

  • Control system (make/model/type):

  • Thermostat:

  • Plastic pipe and fitings (size):

  • Expansion vessel (size):

  • CO alarm:

  • NTC probe and pocket

  • ESBE valve (size):

  • Lagging (length and thickness):

  • Zone valves (type/size):

  • Pump (type/size):

  • Water cylinder (type/size):

  • Cylinder kit:

  • Central heating cleaner:

  • Upinor pipe (length/size/type):

  • Additional items not listed above:

  • EES representative signature:

  • Select date

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