Title Page

  • Client

  • Prepared by

  • Job/Contract number

  • Installation address

Customer details

  • Customer Name

  • Customer Telephone Number

  • Customer email

Risk Assessment

  • Are there any Potential Asbestos Containing Materials present ?

  • Is there a safe workaround to avoid disturbing Asbestos Containing Materials

  • Is Scaffolding Required ?

  • Is Parking available at the Property

  • Are there parking charges in operation

  • Are there any obstructions on or around the Property

  • Are there any animals kept at the property that may be considered dangerous

  • Is there any working at heights involved

  • Will permissions be required for working in a neighbouring Property e.g access to garden

  • Are there any signs of Health Hazards e.g Animal Fowling, discarded needles, excessive rubbish

  • Will there be anyone present within property that would require Respite care

  • Will there be any Children within the property

  • Will any Persons with Visual Impairments or Hearing Difficulties be present

  • Are there any Gas Bottles present within the Property e.g Medical Qxygen

Building Details

  • House Type

  • Detachment Type

  • Front Elevation

  • Rear Elevation

  • Side Elevations

  • Main Wall Thickness

  • EWI Thickness if any

  • Main External Wall Construction Type

  • Main External Wall Material Finish

  • External Door Type

  • Internal Wall Type

  • Party Wall Type

  • Ground Floor Type

  • Intermediate Floor Construction

  • Window Type

  • Roof Type

  • Is there Insulation within the joists/rafters

  • Is current loft insulation sufficient?

  • How many rolls are required and what depth?

Existing Heating Type

  • Existing Fuel Type

  • Photo of existing Heating Source

  • Photo of existing Domestic Hot Water Cylinder

Occupancy Information

  • Number of Bedrooms

  • Number of Occupants of Property

Existing Electrical Detail

  • Clear Photo of all Consumer Units

  • Are there Spare Ways in the Consumer Unit

  • Clear Photo of Cable Head showing the rating label

  • Type of Earthing System

  • Is there an MI Installed

  • Clear Photo of Electricity Meter

  • Is the supply looped

  • Is there Solar PV

  • Please take Photo of PV Array

  • Is there an EVCP

  • Please take Photo

Planning & Proposed Locations

  • Is the property in a Listed or Conservation Area

  • Will the install fall under permitted Development

  • Are there any other planning issues to consider

  • Location of Heat Pump

  • Water management arrangements for condensate from ASHP

  • Are there any alterations to paths required

  • Position of New DHW Cylinder

  • Internal dimensions of cupboard where either cylinder is being located

  • Is the proposed location suitable for the weight of the DHW Cylinder

  • Are there any cupboard alterations required

  • Dimension of Cupboard Door

  • Is External Trunking Required

  • Length of Trunking Required

  • Primary Flow and Return Pipework distance to DHWC

Radiator Locations

  • Photo of existing Lounge Radiator Location

  • Space available for additional Lounge Rad

  • Photo of existing Kitchen Radiator Location

  • Space available for additional Kitchen Rad/Downflow

  • Photo of existing Hall Radiator Location

  • Photo of existing Bathroom Radiator Location

  • Space available for additional Bathroom Rad/Downflow

  • Photo of existing Bedroom Radiator 1 Location

  • Photo of existing Bedroom 2 Radiator Location

  • Photo of existing Bedroom 3 Radiator Location

  • Photo of existing Landing Radiator Location

  • Photos of any other rooms within the property that require to be Heated along with room information

Condition Photos

  • Photos of Floor Coverings Ground Floor

  • Photos of Floor Coverings First Floor

  • Photos of any obvious existing cosmetic damage

Floor Plans

  • Photo of Ground Floor Layout

  • Photo of First Floor Layout

  • Is there laminate flooring in any areas?

Heating Engineer Media

  • Screenshots from app

Battery

  • Proposed battery location

  • Proposed cable route to battery

PV Array Location

  • Photo of proposed location of PV Array

  • Size of roof

  • Pitch of roof in degrees

  • Is there any shading within 10m of the Array if so please not distance from property

  • Is scaffold required

  • Photo of access requirement

Heat Recovery Information

  • Photo of Kitchen fan including isolator

  • Photo of Bathroom fan including isolator

  • Can existing cores be reused?

  • Photo showing external grill for fans

  • Are there any signs of dampness / black mould etc

Tenant Responsibilty's

  • Has the customer been made aware of areas to be cleared?

  • Has the customer made made aware of the upheaval involved in job?

  • Has the customer been made aware that laminates and hardwood floorings are their responsibility to lift before install can commence?

Sign-Off

  • Surveyor Signature

  • Tenant Signature

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