Title Page

  • Audit Title

General Details

General Details

  • Survey Completed By

  • Name

  • Client

  • Resident Name

  • Contact Details

  • Site Address
  • Photo of property

  • Date of Survey

  • Has a Risk Assessment been conducted ?

Property Details

  • Property Type

  • Comments

  • Property Attachment

  • What is the Overall wall thickness (mm) ?

  • Number of Bedrooms

  • Select Occupancy

  • Quantity 17y and over

  • Comments

  • Quantity 16y and under

  • Comments

  • Quantity of pets

  • Comments

  • Age Banding Of Property

  • Current SAP Rating and Band

  • Year EPC Undertaken

  • Fuel Type

  • Comments

Climate Conditions

  • Weather Conditions

  • Temperatures

  • Relative Humidity

Info From The Resident

Information From The Resident

  • Is Resident Information required for this project ?

  • What is your opinion regarding your current fuel bills

  • Comments

  • Has there been any recent works carried out to your property, which may effect you fuel bills ?

  • Details

  • When is your Property occupied ?

  • How do you currently pay your fuel bills ?

  • Details

  • Are There Any Specific Circumstances That Affect Your Fuel Bills ?

  • Comments

Electric

  • How much do you currently pay for Electric ?

  • What Is The Annual Electric Usage?

  • Payment Evidence

  • Add media

Gas

  • Does The Property Have A Gas Supply ?

  • How much do you currently paid for Gas ?

  • What Is The Annual Gas Usage?

  • Payment Evidence

  • Add media

Other Fuel Types

  • Does The Property Have An Alternative Fuel Supply ?

  • What Alternative Fuel is Present ?

  • How much do you currently pay ?

  • What Is The Annual Usage?

  • Payment Evidence

  • Add media

External Property Survey

External Property Construction

  • What Is The General Construction Type

  • Which Elevations exist on this property

  • Front Elevation photos

  • Sketch or Photo of Elevation (with dimensions)

  • Comments

  • What is the Front elevation construction ?

  • What is the Cavity width (mm) ?

  • Photos of Cavity Width

  • Boroscope Photos

  • Comments on alternative wall construction

  • Is a DPC present and visible ?

  • Is there any visual damage to the DPC ?

  • Comments of damaged DPC

  • Photo of Damaged DPC

  • Is the DPC 150mm or more above ground level

  • Photo of DPC level including tape measure

  • Photo of DPC level including tape measure

  • What is the minimum height of the DPC above ground level

  • Are there any extenuating circumstances (eg: hard surface running away from elevation)

  • What solution is recommended ?

  • What are the measurements ?

  • What are the measurements ?

  • What works are required ?

  • What are the measurements ?

  • Visual Condition of the elevation

  • Explanation of poor elevation condition

  • Photos of Cracking

  • Linear Meterage of cracking

  • Photos of Mortar

  • Square Meterage of re-pointing

  • Photos of Missing Bricks

  • Quantity of bricks required

  • Photos of Damaged Render

  • Square Meterage of Render Required

  • Photos of Wall

  • Square Meterage of Sealant Required

  • Photos of Paint

  • Square Meterage of Paint required

  • Colour of Paint Required

  • Photos

  • Comments

  • What is External Wall Material

  • Comments

  • Photo

  • What Is The External Wall Thickness (mm) ?

  • Rear Elevation Photos

  • Sketch or Photo of rear elevation (with dimensions)

  • Comments

  • What is the rear elevation construction ?

  • What is the Cavity width (mm) ?

  • Photos of Cavity Width

  • Boroscope Photos

  • Comments on alternative wall construction

  • Is a DPC present and visible ?

  • Is there any visual damage to the DPC ?

  • Comments of damaged DPC

  • Photo of Damaged DPC

  • Is the DPC 150mm or more above ground level

  • Photo of DPC level including tape measure

  • Photo of DPC level including tape measure

  • What is the minimum height of the DPC above ground level

  • Are there any extenuating circumstances (eg: hard surface running away from elevation)

  • What solution is recommended ?

  • What are the measurements ?

  • What are the measurements ?

  • What works are required ?

  • What are the measurements ?

  • Visual Condition of the elevation

  • Explanation of poor elevation condition

  • Photos of Cracking

  • Linear Meterage of cracking

  • Photos of Mortar

  • Square Meterage of re-pointing

  • Photos of Missing Bricks

  • Quantity of bricks required

  • Photos of Damaged Render

  • Square Meterage of Render Required

  • Photos of Wall

  • Square Meterage of Sealant Required

  • Photos of Paint

  • Square Meterage of Paint required

  • Colour of Paint Required

  • Photos

  • Comments

  • What is External Wall Material

  • Comments

  • Photo

  • What Is The External Wall Thickness (mm) ?

  • Left side (looking at the property) photos

  • Sketch or Photo of left side (with dimensions)

  • Comments

  • What is the left side elevation construction ?

  • What is the Cavity width (mm) ?

  • Photos of Cavity Width

  • Boroscope Photos

  • Comments on alternative wall construction

  • Is a DPC present and visible ?

  • Is there any visual damage to the DPC ?

  • Comments of damaged DPC

  • Photo of Damaged DPC

  • Is the DPC 150mm or more above ground level

  • Photo of DPC level including tape measure

  • Photo of DPC level including tape measure

  • What is the minimum height of the DPC above ground level

  • Are there any extenuating circumstances (eg: hard surface running away from elevation)

  • What solution is recommended ?

  • What are the measurements ?

  • What are the measurements ?

  • What works are required ?

  • What are the measurements ?

  • Visual Condition of the elevation

  • Explanation of poor elevation condition

  • Photos of Cracking

  • Linear Meterage of cracking

  • Photos of Mortar

  • Square Meterage of re-pointing

  • Photos of Missing Bricks

  • Quantity of bricks required

  • Photos of Damaged Render

  • Square Meterage of Render Required

  • Photos of Wall

  • Square Meterage of Sealant Required

  • Photos of Paint

  • Square Meterage of Paint required

  • Colour of Paint Required

  • Photos

  • Comments

  • What is External Wall Material

  • Comments

  • Photo

  • What Is The External Wall Thickness (mm) ?

  • Right side (looking at the property) photos

  • Sketch or Photo of right side (with dimensions)

  • Comments

  • What is the right side elevation construction ?

  • What is the Cavity width (mm) ?

  • Photos of Cavity Width

  • Boroscope Photos

  • Comments on alternative wall construction

  • Is a DPC present and visible ?

  • Is there any visual damage to the DPC ?

  • Comments of damaged DPC

  • Photo of Damaged DPC

  • Is the DPC 150mm or more above ground level

  • Photo of DPC level including tape measure

  • Photo of DPC level including tape measure

  • What is the minimum height of the DPC above ground level

  • Are there any extenuating circumstances (eg: hard surface running away from elevation)

  • What solution is recommended ?

  • What are the measurements ?

  • What are the measurements ?

  • What works are required ?

  • What are the measurements ?

  • Visual Condition of the elevation

  • Explanation of poor elevation condition

  • Photos of Cracking

  • Linear Meterage of cracking

  • Photos of Mortar

  • Square Meterage of re-pointing

  • Photos of Missing Bricks

  • Quantity of bricks required

  • Photos of Damaged Render

  • Square Meterage of Render Required

  • Photos of Wall

  • Square Meterage of Sealant Required

  • Photos of Paint

  • Square Meterage of Paint required

  • Colour of Paint Required

  • Photos

  • Comments

  • What is External Wall Material

  • Comments

  • Photo

  • What Is The External Wall Thickness (mm) ?

  • Extensions or addition elevation photos

  • Sketch or Photo of Elevation (with dimensions)

  • Comments

  • What is the extensions or additions elevation construction ?

  • What is the Cavity width (mm) ?

  • Photos of Cavity Width

  • Boroscope Photos

  • Comments on alternative wall construction

  • Is a DPC present and visible ?

  • Is there any visual damage to the DPC ?

  • Comments of damaged DPC

  • Photo of Damaged DPC

  • Is the DPC 150mm or more above ground level

  • Photo of DPC level including tape measure

  • Photo of DPC level including tape measure

  • What is the minimum height of the DPC above ground level

  • Are there any extenuating circumstances (eg: hard surface running away from elevation)

  • What solution is recommended ?

  • What are the measurements ?

  • What are the measurements ?

  • What works are required ?

  • What are the measurements ?

  • Visual Condition of the elevation

  • Explanation of poor elevation condition

  • Photos of Cracking

  • Linear Meterage of cracking

  • Photos of Mortar

  • Square Meterage of re-pointing

  • Photos of Missing Bricks

  • Quantity of bricks required

  • Photos of Damaged Render

  • Square Meterage of Render Required

  • Photos of Wall

  • Square Meterage of Sealant Required

  • Photos of Paint

  • Square Meterage of Paint required

  • Colour of Paint Required

  • Photos

  • Comments

  • What is External Wall Material

  • Comments

  • Photo

  • What Is The External Wall Thickness (mm) ?

Roof

  • What is the roof covering ?

  • What is the condition of the roof covering ?

  • Explanation of poor condition

  • Photo of poor roof condition

  • Photo of roof condition

  • Description of other roof covering

  • Photo of other roof covering

  • What are the tile features ?

  • What is the condition of the ridge ?

  • Description of poor condition

  • Photo of poor condition

  • What is the condition of the hip ?

  • Description of poor condition

  • Photo of poor condition

  • What is the condition of the verge ?

  • Description of poor condition

  • Photo of poor condition

  • What is the condition of the valley ?

  • Description of poor condition

  • Photo of poor condition

  • What is the condition of the abutment ?

  • Description of poor condition

  • Photo of poor condition

  • Description of other roof features

  • What is the condition of the other roof feature ?

  • Description of poor condition

  • Photo of poor condition

  • What is the condition of the mono ridge ?

  • Description of poor condition

  • Photo of poor condition

  • Is there any roof ventilation ?

  • Photo of roof ventilation

  • Description of ventilation

External Joinery

  • Window material type

  • General condition of windows

  • Explanation of poor window condition

  • Photos of poor window condition

  • Photos of windows

  • What type of glazing is present

  • What are the percentages of glazing type

  • What is the age of the windows ?

  • What is the glazing gap ?

  • What external doors are present

  • Front door material type

  • General condition of external front door

  • Explanation of poor external door condition

  • Photos of poor external front door condition

  • Photos of external doors

  • Is the front door glazed ?

  • What glazing is present on the front door ?

  • Rear door material type

  • General condition of external rear door

  • Explanation of poor external rear door condition

  • Photos of poor external rear door condition

  • Photos of external doors

  • Is the rear door glazed ?

  • What glazing is present on the rear door ?

  • Side door material type

  • General condition of external side door

  • Explanation of poor external side door condition

  • Photos of poor external side door condition

  • Photos of external doors

  • Is the side door glazed ?

  • What glazing is present on the side door ?

  • Shed/Outhouse door material type

  • General condition of external shed/outhouse door

  • Explanation of poor external shed/outhouse condition

  • Photos of poor external shed/outhouse door condition

  • Photos of external doors

  • Is the shed/outhouse door glazed ?

  • What glazing is present on the shed/outhouse door ?

  • What external joinery is present ?

  • What is the fascia material ?

  • What is the condition ?

  • Description of poor condition

  • Photo of poor condition

  • Is the element painted ?

  • Does the element require re painting ?

  • Photo of paint colour

  • What is the soffit material ?

  • What is the condition ?

  • Description of poor condition

  • Photo of poor condition

  • Is the element painted ?

  • Does the element require re painting ?

  • Photo of paint colour

  • Is there any roof ventilation ?

  • Photo of roof ventilation

  • What is the bargeboard material ?

  • What is the condition ?

  • Description of poor condition

  • Photo of poor condition

  • Is the element painted ?

  • Does the element require re painting ?

  • Photo of paint colour

  • Is there any roof ventilation ?

  • Photo of roof ventilation

Rainwater Goods

  • Photos of rainwater goods

  • What rainwater goods are present ?

  • What is the guttering material ?

  • What is the condition ?

  • Description of poor condition

  • Photo of poor condition

  • Is the element painted ?

  • Does the element require re painting ?

  • Photo of paint colour

  • What is the downpipe material ?

  • What is the condition ?

  • Description of poor condition

  • Photo of poor condition

  • Is the element painted ?

  • Does the element require re painting ?

  • Photo of paint colour

  • Are gulleys and drains clear ?

  • Photos of block gulleys or drains

Internal Property Survey

Internal Property Survey

  • Which rooms exist in this property

  • Photo of humidity meter reading in kitchen

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the kitchen ?

  • Photos of issues

  • Comments

  • Does the kitchen have Dry Lining ?

  • Photo of humidity meter reading in Utility

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Utility ?

  • Photos of issues

  • Comments

  • Does the utility have Dry Lining ?

  • Photo of humidity meter reading in Hallway

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Hallway ?

  • Photos of issues

  • Comments

  • Does the hallway have Dry Lining ?

  • Photo of humidity meter reading in Living room

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Living room ?

  • Photos of issues

  • Comments

  • Does the living room have Dry Lining ?

  • Photo of humidity meter reading in Dining room

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Dining room ?

  • Photos of issues

  • Comments

  • Does the dining room have Dry Lining ?

  • Photo of humidity meter reading in WC

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the WC ?

  • Photos of issues

  • Comments

  • Does the WC have Dry Lining ?

  • Photo of humidity meter reading in Bathroom

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Bathroom ?

  • Photos of issues

  • Comments

  • Does the bathroom have Dry Lining ?

  • Photo of humidity meter reading in Landing

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Landing ?

  • Photos of issues

  • Comments

  • Does the landing have Dry Lining ?

  • Photo of humidity meter reading in Bedroom 1

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Bedroom 1 ?

  • Photos of issues

  • Comments

  • Does bedroom 1 have Dry Lining ?

  • Photo of humidity meter reading in Bedroom 2

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Bedroom 2 ?

  • Photos of issues

  • Comments

  • Does bedroom 2 have Dry Lining ?

  • Photo of humidity meter reading in Bedroom 3

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Bedroom 3 ?

  • Photos of issues

  • Comments

  • Does bedroom 3 have Dry Lining ?

  • Photo of humidity meter reading in Bedroom 4

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Bedroom 4 ?

  • Photos of issues

  • Comments

  • Does bedroom 4 have Dry Lining ?

  • Photo of humidity meter reading in Bedroom 5

  • Floor Type

  • Comments

  • Are There Any Issues With The Building Fabric in the Bedroom 5 ?

  • Photos of issues

  • Comments

  • Does bedroom 5 have Dry Lining ?

  • Does this room suffer with any Damp/Mould/Condensation or Cold Issues ?

  • Photos of issues

  • Comments of issues

  • Does this room have any ventilation

  • Photo of Ventilation

  • Type of ventilation

  • Photo of fan flow rate (in litres per second)

  • What is the fan flow rate (in litres per second)

  • Comments of ventilation

  • What is the Temperature and Humidity reading in this room

  • What Fire/Smoke detectors are present

  • Is Smoke detector working ?

  • Is Heat detector working ?

  • Is Carbon Monoxide detector working ?

Heating System

  • What is the main heating system ?

  • Photo of heating system

  • Description of Boiler (make and model)

  • What are the heating system controls

  • Details

  • Is there a secondary heating system?

  • What is the secondary heating system ?

  • Photo of secondary heating

  • Is there a hot water cylinder ?

  • Photo of cylinder

  • Is the cylinder insulated

  • Thickness of insulation

  • Does the cylinder have a Thermostat ?

  • Photo of Thermostat

  • Does the cylinder have a Control unit ?

  • Photo of control unit

Lighting

  • How many fixed lights in the property (including external lighting) ?

  • How many lights are low energy ?

Loft

  • Is the Loft Insulated ?

  • What is the insulation ?

  • What Is The Insulation Depth (mm)

  • What is the condition of the insulation ?

  • Comments of insulation condition

  • Is the loft cluttered?

  • Photo of Clutter

  • Is the loft ventilated ?

  • How is the loft ventilated ?

  • Is the Loft Hatch Insulated ?

  • Photo of insulated loft hatch

  • Are there sloping ceilings ?

  • Are sloping ceilings correctly insulated ?

  • Photos of incorrect insulation

  • Is there any ducting in the loft

  • Photos of ducting

  • Comments of ducting

Recommendations

Survey Recommendations

Building Works Recommend

  • Are ground works required ?

  • Select required ground works

  • Description & quantity of reduce level dig

  • Description & quantity of french drain

  • Description & quantity of ACO drain

  • Description & quantity of soakaway

  • Description & quantity of other

  • Are building works required to the walls ?

  • Select required building works

  • Description & quantity of full property repointing

  • Description & quantity of isolated area repointing

  • Description & quantity of crack repairs

  • Description & quantity of spalled or damaged brickwork

  • Description & quantity of weathershield sealant

  • Description & quantity of rendered plinth detail

  • Description & quantity of render repairs

  • Description & quantity of other building works required

  • Are roofing works required

  • Select required roofing works

  • Description & quantity of roof tiles to renew

  • Description & quantity of roof tiles to refix

  • Description & quantity of ridge tiles to renew

  • Description & quantity of ridge tiles to rebed

  • Description & quantity of hip tiles to renew

  • Description & quantity of hip tiles to rebed

  • Description & quantity of verge tiles to renew

  • Description & quantity of chimney to repoint

  • Description & quantity of other

Insulation Recommended

  • Is The Property Suitable For Cavity Insulation

  • Comments

  • Is The Property Suitable for External Wall Insulation

  • Comments

  • Is Loft Insulation recommended ?

  • Comments

  • Do sloping ceilings require insulating ?

  • Comments

Ventilation

  • Is Ventilation Recommended?

  • What Measures Are Recommended ?

  • Comments

Loft Recommendations

  • Are any works recommended in the loft ?

  • What works are recommended ?

  • Description

  • Comments

  • Comments

  • Comments

  • Comments

  • Comments

  • Description

  • Comments

  • Comments

  • Comments

  • Description

  • Comments

  • Comments

Heating

  • Is The Property Suitable For a Heating Upgrade

  • What Heating System Is Recommended ?

  • Comments

  • Do The Heating Controls Require Upgrading ?

  • What Heating Controls Are Recommended ?

  • Comments

  • Does The Cylinder Insulation Require Upgrading ?

  • Comments

Solar PV

  • Is The Property Suitable For PV

  • Comments

Fuel Switching

  • Is The Property Suitable For Fuel Switching

  • Comments

Quick wins

  • Is low energy lighting recommended ?

  • Comments

  • Are full SAP calculations recommended ?

  • Comments

  • Is a new EPC recommended ?

  • Reason And Timing For EPC

  • Comments

Survey Sign Off

Survey Sign off

  • Low Carbon Exchange

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.