Title Page

  • Client

  • What Client?

  • Conducted on

  • Prepared by

  • Name of Competent Person

  • Survey Type

  • First Line of Address

  • Front Elevation Photo

  • Location
  • Project

Health & Safety

Health & Safety Questions

  • Is this the only energy efficiency measure for this property

  • You must complete the following questions

Access Assessment

  • Do you give consent for us to carry out works within your property?

  • Reasoning?

  • Resident Full Name and Signature

  • Is there an overhead main power cable to the property that needs sheathing before scaffold erected?

  • Photographic Evidence

  • Are there any conservatories or out buildings that require a scaffold bridge for this job?

  • Are there any restrictions to the property i.e. Low bridge, neighbours access required?

  • Comments

  • Photographic evidence

  • Does the property have a main pedestrian route or a public walkway directly on one of the elevations?

  • Comments

  • Photographic evidence

  • Is there adequate parking close to the property?

  • Comments,

  • Photographic evidence

  • Any parking restrictions i.e. Residents parking?

  • Comments

  • Photographic evidence

  • Will the proposed works affect neighbouring properties?

  • Comments

  • Photographic evidence

  • Has the neighbouring property been notified of the imminent works?

  • Date of notification given-

Occupant Assessment

  • Is the property in a suitable condition for the proposed works to be carried out?

  • Comments

  • Photographic evidence

  • Is the property highlighted as flagged or at risk?

  • Comments

  • Do the occupants have any physical disabilities that pose any significant risks?

  • Comments

  • Do the occupants have any learning difficulties or mental health issues where our activities may pose any significant risks?

  • Comments

  • Are there any potential risks regarding minors in the property?

  • Comments

  • Are there any potential risks regarding pets in the property?

  • Comments

  • Is there any presence of protected species (e.g., bats, birds butterflies, dormice) or plants that could be subject to special protection?

  • Comments

  • Is the property high risk of biological waste or vermin?

  • Comments

  • Photographic evidence

  • Does the resident use hypodermic needles?

  • Where is the sharps bin located/comments

Asbestos Assessment

  • Are we in receipt of or have access to the asbestos survey or register for this property ?

  • Asbestos Assessment Needs to be Checked

  • Comments

  • Has asbestos been identified ?

  • Comments

  • Photographic evidence

  • Have the health and safety questions been completed on another survey

  • You may proceed to the next page

  • This health and safety section must be completed

Access Assessment

  • Do you give consent for us to carry out works within your property?

  • Reasoning?

  • Resident Full Name and Signature

  • Is there an overhead main power cable to the property that needs sheathing before scaffold erected?

  • Photographic Evidence

  • Are there any conservatories or out buildings that require a scaffold bridge for this job?

  • Are there any restrictions to the property i.e. Low bridge, neighbours access required?

  • Comments

  • Photographic evidence

  • Does the property have a main pedestrian route or a public walkway directly on one of the elevations?

  • Comments

  • Photographic evidence

  • Is there adequate parking close to the property?

  • Comments,

  • Photographic evidence

  • Any parking restrictions i.e. Residents parking?

  • Comments

  • Photographic evidence

  • Will the proposed works affect neighbouring properties?

  • Comments

  • Photographic evidence

  • Has the neighbouring property been notified of the imminent works?

  • Date of notification given-

Occupant Assessment

  • Is the property in a suitable condition for the proposed works to be carried out?

  • Comments

  • Photographic evidence

  • Is the property highlighted as flagged or at risk?

  • Comments

  • Do the occupants have any physical disabilities that pose any significant risks?

  • Comments

  • Do the occupants have any learning difficulties or mental health issues where our activities may pose any significant risks?

  • Comments

  • Are there any potential risks regarding minors in the property?

  • Comments

  • Are there any potential risks regarding pets in the property?

  • Comments

  • Is there any presence of protected species (e.g., bats, birds butterflies, dormice) or plants that could be subject to special protection?

  • Comments

  • Is the property high risk of biological waste or vermin?

  • Comments

  • Photographic evidence

  • Does the resident use hypodermic needles?

  • Where is the sharps bin located/comments

Asbestos Assessment

  • Are we in receipt of or have access to the asbestos survey or register for this property ?

  • Asbestos Assessment Needs to be Checked

  • Comments

  • Has asbestos been identified ?

  • Comments

  • Photographic evidence

Points Considered

  • Use of a Step ladder/ladder

  • Access and Egress

  • Manual Handing

  • Hand Tools/Power Tools

  • Vibration

  • Noise

  • Dust

  • House Keeping

  • Lone Working

Energy Use

Electric Meter

  • Has the meter information been captured on another PIBI?

  • You can proceed to the next page

  • Current Energy Supplier

  • Which Supplier?

  • Electricity Tariff Information

  • What is the tariff name?

  • On Peak Day Rate (pence per kWh)

  • Is it a dual rate meter?

  • Off Peak Night Rate (pence per kWh)

  • Import Meter Type

  • Make and Model of Meter

  • What Model?

  • Meter Serial Number

Ventilation

Ventilation Survey

  • What rooms are present in the property

Living Room

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Dining Room

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Bedroom 1

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Bedroom 2

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Bedroom 3

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Bedroom 4

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Bedroom 5

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Kitchen

  • Has Extractor Fan

  • Extractor Fan Location

  • Attach photo’s of Vent Ducting in loft (if relevant)

  • Is the Extractor Fan Working

  • Extractor Fan Flow Rate (l/s)

  • Requirements

  • Does it Meet the Requirements

  • Does it Require Replacement?

  • Does it Require Replacement

  • New Extractor to be fitted

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Bathroom

  • Has Extractor Fan

  • Extractor Fan Location

  • Attach photo’s of Vent Ducting in loft (if relevant)

  • Is the Extractor Fan Working

  • Extractor Fan Flow Rate (l/s)

  • Requirements

  • Does it Meet the Requirements

  • Does it Require Replacement?

  • Does it Require Replacement

  • New extractor to be fitted

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Why?

  • Has Trickle Vents / Background Ventilation

  • Why?

W/C

  • Has Extractor Fan

  • Extractor Fan Location

  • Attach photo’s of Vent Ducting in loft (if relevant)

  • Is the Extractor Fan Working

  • Extractor Fan Flow Rate (l/s)

  • Requirements

  • Does it Meet the Requirements

  • Does it Require Replacement?

  • Does it Require Replacement

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Why?

  • Has Trickle Vents / Background Ventilation

  • Why?

Other

  • Specify Room

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

Study

  • Has Required Door Undercuts

  • Door Requires Trimming

  • Has Purge Ventilation

  • Has Trickle Vents / Background Ventilation

PIV System

  • Is there a Positive Input Ventilation System

  • What Room

EEM Specific Survey Information

EEM Information

  • Have relevant checks been undertaken to determine if asbestos containing materials are present

  • Is the nature and extent of the survey known to the customer and is it in line with their expectations

  • Are the arrangements made for site access and installation materials storage adequate and appropriate for the installation to be undertaken

  • The installation work will not result in non-compliance with the building regulations in relation to:

  • Workmanship

  • Materials

  • Structural Stability

  • Fire Safety

  • Resistance to Moisture

  • Any avoidable thermal bridging

  • Any unsafe operation of combustion appliances

  • Compromise the functionality of existing ventilation ducts/systems

  • Compromise the functionality and/or safety of existing services (gas, electric, water, telephone, etc.)

  • Any requirements stated by the supplier

Sign Off

Assessment Sign off

  • Surveyor/Competent Person Signature and Full name

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