Title Page

  • Job Reference Number

  • Property Address

  • Customer Name

  • Conducted on

  • Prepared by

  • Location

Risk Assessment

Details

  • Address
  • Customer Name

Identify hazards associated with works undertaken

  • Drilling

  • Cutting/Grinding

  • Dust

  • Lifting/Carrying

  • Handling Waste

  • Hot Works

  • Cellar Access

  • Floor Access

  • Loft Access

  • Boiler into Loft

  • Use of Ladders

  • Use of Stepladder

  • Loose Carpets

  • Asbestos

  • Access/Egress

  • Roof Works

  • Confrontation

  • Unsafe Structure

  • Poor Hygiene

  • Weather

Controls Required to Control Hazards Above

  • Ear Muffs/Plugs

  • Face Mask P3

  • Gloves

  • Safety Footwear

  • Harness/Lanyard

  • Lifting Straps

  • Check Power Tools

  • Eye Protection

  • Safety Helmet

  • Ladder Anti Slip

  • Ladder Stand Off

  • Remove Hazards

  • Loft Boarding

  • RCD

  • A Frames

  • Barrier Tape

  • Rigid Barriers

  • Sack Barrow

  • Tidy Work Areas

  • Lighting Unit

  • Hi-Vis Clothing

  • Fire Checks

  • Cool Gel

  • Heat Mats

  • Fire Extinguisher

  • 2 Person Lift

  • Buddy Assist

  • Addition Works Carried Out

  • Is Buddy Assist Needed

  • Called for buddy assist

  • Contact Electrician to Wire System

Signature

  • Surveyor Signature

Technical Survey

Customer Property & Benefits

  • Property Type

  • Tenure

  • Benefit Type

  • Photo Evidence of Benefits (All Pages)

  • If 'other' provide details here

  • Property Size m2

Existing Boiler

  • Heating System Type

  • Location Of Boiler

  • Make and Model of Existing Gas Boiler (inc GC if accessible)

  • Flue Type

  • Asbestos Removal Needed

  • Complete Asbestos Section

  • Photo Evidence of Boiler

New Boiler

  • Recommend Make and Model

  • Boiler Type

  • Shower Compatible

  • Flow Sufficient

  • New Flue Type

  • Vertical Flashing

  • Plume Kit Needed?

  • Terminal Guard Needed?

  • Rear Flue Option (on selected boilers)

Gas Supply

  • Is Gas Supply Adequate

  • 15mm Run Needed?

  • 22mm Run Needed?

  • 28mm Run Needed?

  • Photo of Gas Route

Condensate

  • Termination

  • Termination

  • Termination

  • Condensate Pump Needed?

  • Photo of Condensate Termination Point

Making Good

  • Brick Up and Plaster Needed

  • Comments

  • Photos of Bricks needed and Location of Works

  • High Level Making Good Needed?

  • Comments

Electrics

  • Main Earth Bonding Needed?

  • Comments

  • Fused Spur Needed

  • Comments

Heating Controls

  • Pump Needed?

  • Reason for Replacement (controls to only be replaced if faulty)

  • Photo Evidence

  • Programmer Needed?

  • Reason for Replacement (controls to only be replaced if faulty)

  • Photo Evidence

  • 3 Port Valve Needed?

  • Reason for Replacement (controls to only be replaced if faulty)

  • Photo Evidence

  • 2 x 2 Port Valve Needed?

  • Reason for Replacement (controls to only be replaced if faulty)

  • Photo Evidence

  • Room Thermostat Needed

  • Reason for Replacement (controls to only be replaced if faulty)

  • Photo Evidence

  • Cylinder Thermostat Needed?

  • Reason for Replacement (controls to only be replaced if faulty)

  • Photo Evidence

  • Cylinder To Be Replaced

  • Reason for Replacement (cylinder to only be replaced if faulty)

  • Photo Evidence

  • TRVs Needed?

  • 8mm TRVs Needed

  • 10mm TRVs Needed

  • 15mm TRVs Needed

  • Addition Notes

CODES

  • Type Of Replacement

  • Additional Items

Labour Required

  • Number of Engineers

  • Number of Days

Signatures

  • Client Signature

  • Surveyor Signature

Asbestos Risk Survey

Asbestos Details (Address same as front cover)

  • Has the client indicated that there may be asbestos within the property

  • Location

  • Photo of suspect material

  • Is there any reason to suspect asbestos is present within the property?

  • Location

  • Photo of suspect material

Type of Asbestos

  • What type of asbestos is present

  • Is material in sound condition?

  • Could the location be disturbed/damaged whilst works are been carried out?

  • Type of Asbestos Removal Needed?

  • Location of Works needed

  • Photo of Material

Completion

  • Customer Signature

  • Surveyor Signature

Material Ordering Sheet

Address from front cover

  • Boiler Make and Model

  • Code

Flue

  • Type of Flue

  • Vertical Adaptor

  • Flat Roof Flashing

  • Pitched Roof Flashing

  • 1m Extension

  • Quantity of 1m Extensions

  • 90 Bends

  • Quantity of 90 Bends

  • 45 Bends

  • Quantity of bends

  • Quantity of Clips

  • Flue Guard

  • 1m Extension

  • Quantity

  • 90 Bend

  • Quantity

  • 45 Bend

  • Quantity

  • Clips

  • Quantity

  • Flue Deflector

  • Quantity

  • Plume Kit

  • Plume Extension

  • Quantity

  • Plume 90 Bend

  • Quantity

  • Plume 45 Bend

  • Quantity

Controls Danfoss

  • Programmer / Thermostat Needed

  • Time / Temperature Controls Needed

  • Is Zone Control Needed

  • Zone Control

  • Pump Needed

  • Frost Protection Needed?

  • Frost Protection

Cylinder

  • Is Cylinder Needed

  • Size of Cylinder

Condensate Waste Pack

  • Colour of Pipe

  • Condensate Pump Needed

  • Internal Pack Needed

  • External Pack Needed

  • Soak away and Chippings

Additional Extras

  • Shock Arrestor (For when Combi and Water Meter Present)

  • 15mm Double Check Valve (for shock Arrestor)

  • Pressure Relief Kit

  • Filling Loop with Easy Turn Valves

  • 15mm TRVs

  • Quantity

  • 15mm Lock Shield Valves

  • Select from range

  • MagnaClean Micropack (ECO Only)

  • Adey MC1 Central Heating Protector

  • Adey MC3 Central Heating Cleaner

  • MagnaClean Test Pack

Fittings Pack

  • JES Fittings Pack

  • Additional Pipework

  • 22mm Pipe

  • 15mm Pipe

Radiators

  • Radiators Needed?

  • Size of Radiators Needed

Making Good

  • Block

  • Sand and Cement

  • Plaster

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.