Assessment Details

  • Property address
  • Conducted on

  • Contract

Residents

  • Are the residents elderly, disabled, vulnerable, require further assistance?

  • Is there any disabled access that will be affected by the install of energy efficient measures? (Handrails, ramps, lighting etc)

External Hazards

  • Is there a safe place to park works vehicles including contractors? ( Driveway, Road, Other)

  • Is access and egress to the property clear from obstruction?

  • Is there suitable access to the rear of the property for all measures to be delivered? (Scaffold, EWI , solar PV etc)

  • Is the property's electrical supply provided by overhead lines?

Internal hazards

  • Does the customer have any dogs that require isolating? (or other animals of concern)

  • Is the resident a hoarder or are there stored items that require moving before retrofit measures can be installed?

  • Does the resident smoke indoors?

Area of works

  • Is access to the property free from obstruction? (cars, skips, building materials, rubbish etc)

  • Is access to the work area clear from obstruction? (indoor/outdoor furniture, TV, electrical appliances, clothes, pets etc)

  • Is the work area clean and hygienic/sanitary?

  • Are all stairs clear, accessible and free from obstruction?

  • Is the loft easily accessible? (for workers and materials)

  • Does the loft require clearing before any works commence?

Asbestos

  • Do any of the ceilings and/or walls have textured coatings? (artex etc)

  • Do any of the energy efficient measures being recommended interact with a potential Asbestos Containing Material?

  • Does the resident have any information relating to asbestos in the property?

Electrical Services

  • Is the fuse board accessible?

  • Are the electrics in good condition?

  • Is there evidence of earth bonding? (green and yellow cables)

Gas Service

  • Can you access the gas meter and is it clear from obstruction/stored items?

  • Is the gas meter earth bonded?

Water service

  • Can you access the water stop tap/stopcock?

  • Is the stop tap earth bonded?

Customer Sign Off

  • Have you explained all energy efficient measures and associated works to the customer?

  • Does the customer have any further questions?

  • Customer Sign Off

Surveyor sign Off

  • Name

  • Telephone Number

  • Email address

  • Additional notes

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.