Information

  • Conducted on

  • Prepared by

  • Date

  • Standard/Arranged

  • Cold call

Referral Source

  • Source

Tenant/Homeowner Details

  • Name

  • Address
  • Phone Number

  • Mobile Number

  • Email Address

  • Preferred Time of Contact

  • Preferred Contact Method

Client/Landlord Details

  • Name

  • Address
  • Phone Number

  • Mobile Number

  • Email Address

  • Preferred Method of Contact

  • Preferred Time of Contact

Property details

Property Details

  • Property Type

  • Building finish

  • Number of Bedrooms

  • Type of Heating

  • Insulation Works Required

  • Structural condition

  • External Wall Condition

  • Remedial works required

  • Adequate ventilation to work area

  • Dampness or water damage

  • Photo of each elevation

  • Building defects

  • Protected species or rodents

  • Safety monitors present

  • Have the alarms all been tested by surveyor

  • Special Instructions

Access

  • On site parking

  • Client Instructions

  • Access Issues

  • Access Equipment Required

Cavity Wall Insulation

Details

  • Test

  • Total area to be insulated

  • Required material

  • Average Cavity Depth

  • Boroscope photo

  • Total area to be omitted

  • Photos of omitted areas

  • Number of air bricks

  • HTT reason

  • Number of Cavity brushes required

  • Core vent required

  • Photo of any defects

  • List any defects

  • List all access issues

  • Photo of access issues

  • Location of chimneys

  • Location of flue

Front Elevation

  • Cavity Depth

  • Photo of elevation

  • Comments

Rear Elevation

  • Cavity Depth

  • Photo of elevation

  • Comments

Right hand elevation

  • Cavity Depth

  • Photo of elevation

  • Comments

Left hand elevation

  • Cavity Depth

  • Photo of elevation

  • Comments

Extraction

  • Total area to be extracted

  • Reason for extraction

  • Material being extracted

  • Recommended cavity drying time

  • Are all apertures sealed internally

  • Moisture reading results

  • Has client been advised on extent on drilling and core holes

Loft Insulation

  • Photo of loft

  • Area to be insulated

  • Existing Depth

  • Photo of existing depth

  • Depth to be added

  • Loft drawing

  • Relay Required

  • Please note any pipe work that required lagging

  • Loft hatch needing D/P

  • Loft vents required

  • Areas to be omitted

  • Walkway required

  • Loft clearance

  • Additional notes

Draught Proofing

  • Loft hatch

  • Add media

  • Internal Door

  • Add media

  • External Door

  • Add media

  • Standard window

  • Add media

  • Sash windows

  • Add media

Dynamic Risk Assessment & Client Declaration

Dynamic Risk Assessment

  • I have assessed the conditions on site ensuring there is adequate ventilation and no evidence of damp and no remedial works required. Unless listed below, there are no additional significant hazards observed that are not addressed in the generic risk assessment for the work to be undertaken.

  • Assessors signature

Quotation

Quotation

Cavity wall insulation

  • Total m2

  • Price

Extraction

  • Total m2

  • Price

Loft

  • Total m2

  • Price

DP

  • Total m2

  • Price

Other works

  • Total m2

  • Price

Access equipment

  • Price

Total price

  • Price

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.