Title Page

  • Date & Time of Visit

  • Reference Number

  • Customers Full Name (including Title)

  • Location
  • First Line of Address

  • Telephone Number (home)

  • Telephone Number (Mobile)

  • Email Address

  • Home Visit Completed By

Home Visit Form Page 1 (Eligibility)

Begin the visit by sitting down with the resident for a discussion about how they use energy in their home. We are looking to gather information about whether they are generally warm enough and if they have any issues with cold and damp.

  • Have you been show evidence confirming eligibility

  • Tenure

  • Please provide details of Landlord

  • Please provide details of Social Housing Provider

  • Do you generally feel warm enough in your property

  • What do you feel prevents you from feeling warm enough in your home?

  • Number Of Adults in the Property

  • Adults Date of Birth

  • Number of Children Under 18 in the Property?

  • Youngest Children's Date of Birth

  • Benefits or Allowances

  • Please select all Benefits or Allowances that Apply

  • Annual Household Income?

Home Visit Form Page 2 (Heating)

  • What is the main way you heat your home

  • Are these High Heat Retention ESH

  • Are these mains Gas or Electric

  • What fuel does this system use

  • How do you heat the hot water in your home

BOILER

  • How old is the Boiler

  • How long since the last boiler service (Months)

  • If over 18 months + Mains Gas - Offer Free Boiler Service

  • Is the Boiler Broken

  • Is this a "NO HEAT" situation (gas only)

  • Tick if the boiler is broken and there is No Heating / No Hot Water / Leak / Repair Identified. Answer all the questions on boiler make, fault, and add some note on any other information that might help. eg, Info on any issues, Vulnerability, Location. PLEASE DO NOT MAKE ANY PROMISES.

  • Please include information regarding this situation

  • Boiler Make & Model

  • Boiler Type

  • How is the Boiler Mounted

  • Where is the Boiler located in the Property

  • Please specify location

  • How many Radiators in the Property

  • What are the known faults? (these issues may be resolved by following manufacturers guidance)

  • Please provide CLEAR photos of Boiler, Make & Model, Location, Flue, Any Issues

HEATING CONTROLS

  • How do you control the times & temperatures of your heating

  • Guidance on heating controls given & fact sheet left

  • Do you think the resident understood the heating control guidance?

  • If No, Why?

ELECTRIC STORAGE HEATERS

  • How many "Old Style" storage heaters are present

  • How many "New Style" storage heaters are present

  • Are the storage heaters broken

  • How Many are broken

  • Make and Model of storage heaters

Home Visit Form Page 3 (Insulation)

  • Property Type

  • Detachment

  • Flat/Maisonette Location

  • For Flat or Maisonette, Please list number of Outside Walls

  • Detachment

  • Flat/Maisonette Location

  • For Flat or Maisonette, Please list number of Outside Walls

  • Detachment

  • Number of Bedrooms

WALLS

  • Wall Type?

  • Have the walls been retrofitted with Cavity Wall Insulation?

  • Photo Of Evidence

  • Can the Installer park a large CWI Install Vehicle close enough to the property to Complete the Install (Parking to be no more than 50m from the closest point of the Property)?

  • Please Confirm there are No Visible Drill marks on all Elevations of the Property

  • Please Confirm that you have measured the External Wall width to be greater than 260mm (Door or Window reveal)

  • Wall Width is (mm)

  • Are there any defects that will be made worse by installing CWI? (eg, Cracks, Brick Erosion, Repointing Needed, Penetrating or Rising Damp, Damp Proof course less that 100mm from ground level.)

  • Please List Defects

  • Are there any reasons why you may feel some walls may not be Possible to installed?

  • Reasons For this are,?

LOFT

  • Is the loft Space easily accessible

  • reason for restriction

  • Is there a loft ladder?

  • Is the loft space reasonably clear of belongings?

  • Will the resident be able to empty loft if required?

  • What is the current depth of the loft insulation?

  • What is current Depth (mm)

  • Please List Depth

  • As above 150mm there may not be funding. Would resident like a Private Quote for Loft top up

  • Depth of loft Insulation

  • Are there Water tanks & Pipe work in the loft to be insulated?

  • Are there any Down lights that will be affected by the insulation?

  • How Many?

  • Is there any damage to any of the ceilings (cracks, water damage)?

  • Please list rooms with damage

Home Visit Form Page 4 (Energy Bills & Income Maximisation)

  • Do you struggle to pay your energy bills?

  • What sort of Energy Contract do you have?

  • If Separate Contracts please add notes to each question in relation to Gas/Electric

  • Who is you Current Energy Supplier?

  • What Kind of Energy tariff are you on?

  • If Fixed, Do you know how much longer remains on your fixed tariff deal?

  • Is there an Early Termination penalty on your fuel contract?

  • How do you pay for your energy?

  • Does the resident receive the Warm Home Discount?

  • Did you help the resident register for their Energy Company's PSR? - www.thepsr.co.uk

  • Did you help the resident register for their Water Company's Social tariff + PSR?

SWITCHING, If the resident could benefit from switching Energy Provider. Go through the switching process with them provided they are willing. Ensure that the resident understands the you will only be helping them to search for a better deal for their energy and that it is totally up to them if they decide to switch. If the resident receives the WHD, it is important to ensure that switching will not result in them losing out. You must either switch them to another supplier that provides the WHD, or ensure that their annual savings are at least £150.

  • Will the resident switch to a new tariff or supplier for there Gas?

  • Will the resident switch to a new tariff or supplier for there Electric

INCOME MAXIMISATION

  • Do you feel that you're getting all the state benefits that you are entitled to?

  • Are there any other household bills, that are a challenge to pay or to understand?

  • Do you mind if I ask. Have you built up much debt with any of those people? Are people pursuing you for Money?

The resident could benefit from a referral to CAB that provides Income, Debt & Budgeting advice. If you are going to refer then to CAB then you now need to read out this consent statement:

  • I would like to refer you to Citizens Advice that delivers income advice by telephone. They will contact you and help you make sure that you are getting all the benefits you are entitled to and give you lots of useful advice. In order to access this service, we need to share your name and contact details with Citizens Advice. Do you consent to being referred and your contact information being passed across to Citizens Advice.

  • What is the best contact details to provide Citizens Advice with?

  • Any Notes that may help Citizens Advice get in touch

WATER SAVING, Could the resident benefit from water saving devices around the home.

  • This section is work in progress but we can direct them to https://www.savewatersavemoney.co.uk/

Home Visit Form Page 5 (Fire Service & Hazard referrals)

Look around the property to identify any elevated fire risks or potential category 1 hazards that could be referred on. Fire risks will be referred to the Local Fire Service for a Safe & Well visit. Serious Hazards will be reported (with the tenants consent) to their council or Landlord.

CONDENSATION,MOULD & DAMP

  • Do you have problems with Condensation, Mould or Damp

  • Where is this located?

  • Does this look like Condensation?

  • Are these signs of Penetrative or Rising Damp?

  • List potential sources/reasons

  • please provide resident with a Condensation Booklet

  • If a Social Housing Property, has the issue been reported.

  • Do we need to Follow this up?

  • If Owner Occupier, Would the property benefit from some Thermal Imaging to locate & identify problem areas?

  • Please take some images to identify any Damp, Drafts, Etc..

FIRE RISK ASSESSMENT

  • Are there Smoke alarms present?

  • Is there a Working Carbon Monoxide alarm installed?

  • Is this under 10 years old

  • If No, Please issue a new one (up to 3 per property) and record number issued + Leave Firebird Leaflet

  • If No, Please issue a new one (up to 3 per property) and record number issued

  • CO ALARM SURVEY – Every time you have a CO Alarm conversation or distribute an alarm you need to complete a simple online survey – https://forms.office.com/pages/responsepage.aspx?id=vDxWuXSYq0G0SH4PYa_z65NlU0RRNaRGkIY2c6C4m99URU5ISTdNWDZFUlRJV00ySTFTUU5LRU9CTCQlQCN0PWcu&route=shorturl

  • LOCKING COOKER VALVE - (Designed for residents with Memory loss/Alzheimers or Dementia) Safety device to your existing gas cooker pipework. When the valve is locked, the gas supply to the cooker is stopped. This eliminates the risk of the cooker being unintentionally turned on or left on, - referrals can be made via Locking Valve SGN.. https://www.smartsurvey.co.uk/s/LockingValveSGN/

If you are going to refer for a Fire Service Safe & Well Visit, you must read this out:

  • Fire Risk Issues?

  • I think you would benefit from a visit from the Fire Service Safe & Well Team. if they agree, they will arrange a date and time to come out and see you. They can give you advice on Fire Safety, and fix smoke alarms. In order to arrange this, we will need to share your Name & contact details with the fire service, and the information I've gathered on why you think you are entitled to a home visit. I can mark this for a referral now. You need to agree to this and consent to us sharing this information about you and your home with the Fire Service.

HAZARD RISK ASSESSMENT

  • Are there any obvious hazards in the home?

  • Risk of falling on stairs/steps

  • Risk of falling on level surface

  • Risk of falling between levels

  • Risk of Damp & Mould growth

  • Risk of Food Safety/Hygiene

  • Risk of Personal Hygiene (bathroom & WC)

  • Risk of dangerous cold

  • Please provide more information on Hazards recorded

  • If a Private/Social Tenant, Have you reported the Hazard(s) to your Landlord?

If you are going to refer a hazard, you must read this out

  • If we refer this hazard into the council, and they think it is serious enough, they will arrange an inspection by one of their environmental health team. If it is a private rented property, they may take enforcement action against your landlord to rectify the problem. I can mark this for referral to the council now. You need to agree to this and consent to us sharing this information about you and your home with the council.

SAFEGUARDING ASSESSMENT

  • Have you identified a serious safeguarding issue?

  • Please provide more information regarding safeguarding issue

  • Please provide note that will help with the referral, and then Email notes and visit details to peter@ridgewaterenergy.co.uk

Home Visit Form Page 6 (Energy Efficiency Advice)

  • Will the resident wash clothes at 30 degrees?

  • Will the resident try to reduce showering time by one minute?

  • Will the resident wash up in a bowl rather than Under a flowing tap?

  • Will the resident only boil as much water as needed and stop the kettle from boiling for too long?

  • Will the resident dry clothes outside during the spring & summer months?

  • Will the resident avoid using standby mode on appliances?

  • Will the Resident turn the Thermostat down by 1 degree?

  • Will the resident consider doing Batch cooking?

  • Does the resident cook using a Microwave, Slow Cooker, or Air fryer?

  • Does the resident keep their freezer full?

  • Does the resident wear extra layers when it's cold?

  • Does the resident make sure they have hot drinks & meals when it's cold?

  • Does the resident make sure they heat at least one room?

  • Does the resident use residual heat in the oven to finish cooking food?

Home Visit Form Page 7 (Wrap-up & Summary of Onward referrals)

Now run through with the householder the various onward referrals that are appropriate. Make sure you have their consent for us to pass on their details to the organisations concerned.

WHLG or HHD REFERRAL (Have a look back at your Heating & insulation surveys to see which WHLG/HHD measures you think can be referred). If the resident isn't a DWP HHcro match, They may still be eligible under the councils ECOflex scheme or HHD

  • What is the WHLG/HHD Referral status?

IF THE TENURE IS OWNER OCCUPIER, (Explain that the funding available for measures come from the Grant, Council or Utility Companies.

IF THE TENURE IS PRIVATE RENTAL, (Explain that we will need the Landlords permission to carry out works on the property and may need an agreement to pay a contribution to the cost. We will contact the Landlord to seek consent. Now collect the Landlords details.)

  • Landlords/Agents Full Name (including title)

  • Landlords/Agents Postal Address & Post Code

  • Landlords/Agents Contact Phone Number

  • Landlords/Agents Email Address

MEASURES TO BE REFERRED

  • Which WHLG measures are you referring?

  • Which HHD Measures are you referring?

  • Do we need to book A Free EPC? (if there is not one or has expired) https://www.gov.uk/find-energy-certificate

OWNER OCCUPIER CONSENT STATEMENT

  • I agree to be referred for one or more WHLG/HHD measures. I understand and accept that the information gathered in this visit about my home and circumstances and the photos taken will be used by Ridgewater Energy to access whether I am eligible for funding and whether my home is suitable for the measures.

PRIVATE TENANT CONSENT STATEMENT

  • I agree to be referred for one or more WHLG/HHD measures. I understand and accept that the information gathered in this visit about my home and circumstances and the photos taken will be used by Ridgewater Energy to access whether I am eligible for funding and whether my home is suitable for the measure. You will also contact my Landlord for permission for any work or Contributions required.

COMPLETION SIGNATURE

  • Tenant/Homeowner Signature

  • Assessors Signature

  • Date of visit

Home Visit Form Page 9 (Easy Measures & Winter Warmth Pack)

  • Are there any Draughts or other easy measures lacking?

  • Customer consents to installation of Easy Measures

LIST NUMBER OF EASY MEASURES INSTALLED

  • 8.5w B22 Bayonet warm white bulb

  • 9w E27 Large Screw warm white bulb

  • 5.5w E14 Small Screw Candle warm white bulb

  • 5.5w C37 Bayonet Candle warm white bulb

  • GU10 Downlight Bulb

  • Number of Radiators on outside walls

  • Number of individual panels used (please use rigid panels)

  • Remote Control Socket sets

  • Shower Save Water regulator

WINTER WARMTH PACK (single issue item - Per Person)

  • Fleece Jacket

  • Gloves

  • Scarf

  • Hat

  • Socks

  • Hot Water Bottle

  • Thermos Mug

  • Thermos Flask

  • Hot Chocolate Sachet

WINTER WARMTH PACK ((Older Person/Young Child, Those with Limited Mobility, Feel Cold Due to Health Issues))

  • Heated Throw (1 Per Household) - ((Over 65, Child Under 5, or Heath Condition Only.))

  • Winter Warmth Pack (Max 2 per Household) ((Hot water bottle, Fleece Jacket, Fleece Blanket, Hat, Gloves, Scarf, Socks, Thermos Mug))

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.