Title Page
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Site visit conducted
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Prepared by
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Report Reference
Brief
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Explain the current remit and goal of this survey report
Overview
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Give a current overview of the existing building, systems, and general condition
BMS
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Boilers
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Hot water cylinderse
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Heating pumps
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DHW Primary pumps
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Motorised valves
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Extract fans
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Demand signals
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Alarms
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Outside air temp
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DHW outlet temp
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Secondary return temp
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Boiler shunt pump
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Pump VT to AHU
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Cold Water Storage Tanks
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Gas meters
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Electricity meters
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Water meters
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Plate heat exchangers
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Alarms
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Boiler flow temp
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Boiler return temp
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Energy Intelligence
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Summary of BMS condition and recommendations
Mechanical
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Boiler make
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Boiler model
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Fuel type
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kWh input
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kWh output
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DHW equipment
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Heating pumps
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DNHW pumps
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Chiller
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AHU’s
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Extracts
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General summary of HVAC equipment and condition
Utilities
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Gas
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Electric
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Oil
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LPG
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Water
Potential upgrade
Energy profile
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Annual kWh gas
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Annual kwh elec
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Annual m3 water
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High Priority Action Points
Long Term Action Plan
High Level (PC SUM) ROI
![Investigation [Sample template]](/media/1c1ea739-7ef0-435d-9149-f181f3dff775 "Investigation [Sample template]")
![Checklist [Sample template]](/media/060059ec-feb8-4227-b493-e299a51f0876 "Checklist [Sample template]")
![Risk assessment [Sample template]](/media/ef6546ea-7421-4994-a406-b961d2515edd "Risk assessment [Sample template]")
