Title Page

  • Site Name

  • Conducted on

  • Prepared by

  • Location
  • Gross Internal Area

Summary Of Opportunities

  • Fabric opportunities

  • Solar or other on-site renewable opportunities

  • Heating opportunities

  • Domestic hot water opportunities

  • Cooling opportunities

  • Ventilation opportunities

  • Pump opportunities

  • Insulation opportunities

  • Controls opportunities

  • Lighting opportunities

  • Heat decarbonisation opportunities

  • Other opportunities

  • Please list other opportunities

  • Surveyors notes

Building Description

  • Building ID

  • Building Description

  • Building Age

  • Building GIA

  • Number of Floors

  • Average Room Height

  • Kitchen with significant equipment

  • Area of perimeter facades

  • % of glazing

  • Number of electric meters and locations

  • Number of gas meters and locations

  • Recent works undertaken

  • Note any double height spaces

Solar PV

  • Is there existing solar PV

  • Rating and year installed

  • New Solar PV Possible

  • Size of available space for PV

Building Fabric Improvements

  • Wall Improvements

  • Description of existing fabric

  • Age

  • Condition

  • % of element identified for improvement

  • Recommendation for improvement

  • Notes

  • U Value if known

  • Roof Improvements

  • Description of existing fabric

  • Age

  • Condition

  • % of element identified for improvement

  • Recommendation for improvement

  • Notes

  • U value if known

  • Window improvements

  • Description of existing fabric

  • Age

  • Condition

  • % of element identified for improvement

  • Recommendation for improvement

  • Notes

  • U value if known

Heating System

  • Heat Source type

  • Fuel Source

  • Number of units

  • Heating Rating kW

  • Seasonal Efficiency

  • % of building served

  • Age of equipment

  • Condition

  • Terminal Units 1

  • % of area served by terminal units 1

  • Terminal Units 2

  • % of area served by terminal units 2

  • Is full system replacement required

  • Comment

  • Operating Temperature

  • Surveyor notes

Domestic Hot Water

  • Heat Source type

  • Fuel Source

  • Number of units

  • Heating Rating kW

  • Seasonal Efficiency

  • % of building served

  • Age of equipment

  • Condition

  • Storage volume Litres

  • Age

  • Is central DHW required

  • Is full system replacement required

  • Comment

  • Can POU be implemented

  • Surveyor Notes

Cooling

  • Cooling Source type

  • Fluid type

  • Number of units

  • Cooling Rating kW

  • Seasonal Efficiency

  • % of building served

  • Age of equipment

  • Condition

  • Terminal Units 1

  • % of area served by terminal units 1

  • Terminal Units 2

  • % of area served by terminal units 2

  • Is full system replacement required

  • Comment

  • Operating Temperature

  • Surveyor Notes

Ventilation systems

  • Ventilation type

  • Total Airflow

  • Number of units

  • Rating of units

  • Heat recovery

  • Heat recovery type

  • Area served

  • Age of units

  • Condition of units

  • Condition of ductwork

  • Replace ventilation unit

  • Replace ductwork

  • Fit heat recovery

  • Type

  • Fit VSD

  • Fit speed or CO2 controllers

  • Surveyors notes

Pumps - Heating, cooling, DHW

  • Total flow rate

  • Number of pumps

  • Ratings of pumps

  • Pump Age

  • Pump condition

  • VSD Fitted

  • Surveyors Notes

Insulation- Pipework and Ductwork

  • Insulation missing or in poor condition

  • Detail what insulation is missing or in poor condition and on what services

  • Recommendation for improvement

Building Controls

  • Are building management control systems fitted

  • Type of control system

  • Manufacturer and type

  • Does it control heating

  • Does it control cooling

  • Does it control DHW

  • Does it control ventilation

  • Does it control lighting

  • Is there excessive running hours

  • Are TRV's fitted

  • Are there any BMS opportunities

  • Surveyors Notes

Lighting

  • Is LED lighting fitted

  • % of LED

  • Is T8 or CFL lighting fitted

  • % of T8 or CFL fitted

  • Is T12 fitted

  • % of T12 fitted

  • Is Halogen fitted

  • % of Halogen fitted

  • Is T5 fitted

  • % of T5 fitted

  • Are there external lights

  • Number and type of external lighting

  • How are these controlled and are there any lights on during daylight hours

Heat Decarbonisation Opportunities

  • Is there ground available for GSHP

  • Identify area

  • Is there space suitable for ASHP

  • Identify area

  • Is there a suitable water source for WSHP

  • Identify area

  • Is there suitable plant room space for ASHP

  • Identify area

  • Electrical upgrade required

  • Existing electricity supply capacity

  • Is there a local District Heat Network

  • Would a District Heating Network solution be suitable

  • Other recommendations for decarbonisation of heating

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.