Title Page

  • Date

  • Tech Survey Prepared by

  • Park Homeowner Name

  • Park Home Address

Distance & Ventilation Diagram

  • Please take a photo of the Distance Drawing and Ventilation Diagram

Park Home

  • Property Type

  • Please take photos of all elevations of the property (all angles - 8 photos should cover it)

  • Take a slow and steady video, of the whole home, on the app (This is for our installers to look at)

  • Is there adequate skirt ventilation?<br><br>We need 1 skirt vent on each short end and 2 skirt vents on each long end (6 total)<br><br>*Photos required of the skirt vents (if applicable)

  • What skirt ventilation strategy do we need to implement? Multiple Selections Allowed

  • Fuel Type<br><br>*Photo required of fuel source

EWI

  • External Wall Insulation

  • Are you doing an EWI Tech Survey / PIBI?

  • Construction of Park Home Skin?

  • Do any of the walls require plywood change?

  • How many SQM require changing? Please also take photos of the areas that need replacing

  • How many window sills will be required?

  • What colour are the window sills? *1 photo required

  • Chamfer Insulation (Comment in notes)

  • What are we doing with the Apex? *Photos required of both sides

Roofline Closure System

  • Is the Park Home Soffit over 100mm on the Short ends?

  • Is the Park Home Soffit over 100mm on the Long ends? *Take a photo with a tape measure (THIS IS A MUST)

Roofline Closure Survey Form

  • In all cases, extending the roofline rather than utilising a roofline closure system is considered to be the preferred solution. Where it is impractical or not feasible the use of a roofline closure system can be considered.

  • Carry out an inspection of those elevations of the building which are being considered for a roofline closure system, (gable - eaves etc) Summary: Which areas of the Park Home need a roofline closure system? (you can multi select) Take photos of the areas

  • Identify and record any remedial works required, (missing / damaged felt - loose brickwork - cracked or missing cement fillets - broken roof tiles rotten tile battens etc). Photograph all areas identified for which remedial works are required.

  • Measure and record (photographic evidence required) the existing roof overhang at eaves and verge *Take photos of the roofline, all sides

  • Check the roof angle and note this on this form to assist with the design from system holder

  • 05-Exposure-map-UK.png
  • Identify depth of proposed system and calculate trim depth based on current overhang and proposed system design depth allowing for min 40 mm overhang (sheltered and moderate exposure) or min 50 mm overhang (severe or very severe exposure zones) Summary: If you are in a severe or very severe area we need to install 120mm Roofline Closure System (RFCS)

  • Identify and record if the space below the roof is a heated space (Room in roof)

  • Identify and record potential sites of thermal bridging which need to be rectified in the design.

  • Identify and record existing ventilation (Photographic evidence required). Identify any additional ventilation requirements to assist with the design.

  • Identify and record (Photographic evidence required) type and position of rainwater outlets Summary: Take photos of the gutters and downpipes

  • Identify and record (Photographic evidence required) any other penetrations, services etc which may be affected by the introduction of a roofline closure system<br><br>Summary: Take pictures of anything on the roof that might be blocked when we close it

  • If there is a risk of the presence of asbestos the national health and safety guidence should be followed for it's safe removal. Summary: Is there a risk of Asbestos?

Measurements

  • Width of park home in meters

  • Length of park home in meters

  • Size of Park Home SQM

  • What is the height of the park home from the drip rail to the soffit in meters?

Porch and/or Conservatory

  • Is there a Porch or Inverted/Recessed Porch?<br><br>Please take photographs to showcase the porch area. In case there are any smaller areas, please include a photo with a tape measure for accurate measurement.

  • Is the Porch to be included in the install?

  • Any porch enabling works required? Take photos and add items in notes

  • Is there a Conservatory?<br><br>Please take photographs to showcase the conservatory area. In case there are any smaller areas, please include a photo with a tape measure for accurate measurement.

  • Is the Conservatory to be included in the install?

  • Any conservatory enabling works required? Take photos and add items in notes

Enabling Works

  • *Electrical Works - Surveyor, please take photos of any items below

  • Outside BT Telephone box or Incoming Wire from a pole?

  • TV/Sky?

  • Telephone/Aerial Wiring - Trunk or Bury?

  • Electrical Wiring - Trunk or Bury?

  • Electric box in use or Empty?

  • External electric socket, light switch or external junction box?

  • Any other Electrical items that needs extending? (Leave comments in notes)

  • *Gas Engineer Works - Surveyor, please take photos of any items below

  • LPG Regulator and pipes?

  • External Water Tap?

  • Is there a Boiler Flue? (photo required of Boiler Flue either on wall or roof)

  • Does the Boiler Flue need extending? (photo required with measurement or 60mm insulation next to the flue)

  • Pressure Release Valve (is there a boiler overflow pipe)

  • Soil Vent Pipe

  • If AC unit - please take photo of the label (this also includes any external Oil Boilers)

  • Any other pipework that needs extending? (Leave comments in notes)

  • *Installer Works - Surveyor, please take photos of any items below

  • Gate/Fence/Railing post adjustment (leave comments in notes)

  • What material is the Gate/Fence made out of?

  • Is there a Hand Rail?

  • Does it need extending?

  • Take photo with a tape measure showing the space between the wall and rail

  • Brick work (leave comments in notes)

  • Decking (leave comments in notes)

Extra Work

  • *Extra Works - Surveyor, please take photos of any items below

  • Shrubbery/Trellis/Bushes

  • Mock Tudor/Corner Quoins/Decorative Brick Features/Small Cladding

  • Is there anything else on the wall that might need moving or will impact the installation?

  • Extra comments regarding the job

Underfloor Insulation Inspection

  • Underfloor Insulation

  • Are you doing an UFI Tech Survey / PIBI?

  • If you are doing UFI without EWI what is the *width* of the home<br><br>Ignore if you answered this in the EWI section

  • If you are doing UFI without EWI what is the *length* of the home<br><br>Ignore if you answered this in the EWI section

  • If you are doing UFI without EWI what is the SQM?<br><br>Ignore if you answered this in the EWI section

  • Is there a minimum of two accessible hatches, and are they situated opposite sides of the axle stands? <br><br>*Photo required of each hatch

  • How many hatches need to be installed?

  • Once the drip rail has been removed will there be a gap from the park home to the skirting? (leave comments in notes)<br><br>*Please take a photo of measurement for the installers if applicable

  • Number of Jacks (8 required for a Single, 16 required for a double) - Please ensure jacks are supporting the chassis, we don't count jacks not on the chassis.

  • How many total additional Jacks are required?

  • What size jacks are required? (the quantity will generate below)

  • How many small jacks are required?

  • How many medium jacks are required?

  • How many large jacks are required?

  • What is the condition of the jacks (photo required)

  • What is the condition of the chassis (photo required)

  • UFI pre installation photos

  • Please take photos of underneath the home to show the access and current condition (*minimum of 4 photos please from each hatch)

  • Take a slow and steady video, of the whole home, on the app (This is for our installers to look at)

  • Is the whole of the underfloor accessible?

  • Bottom of chassis to base of Park home (high point) ? (In cm)

  • Bottom of chassis to base of Park home (low point) ? (In cm)

  • Depth of timber joist to base of Park Home? (***Needed for U-Value Docs)

  • Are there any Dangers Visible? (this may include evidence of rodent activity, leaking pipes, exposed wiring)

  • Please state the dangers

  • Is there any pipe work that will require lagging as part of the installation?

  • What size pipe is present?

  • How much pipe lagging will be required?

  • Does the Gas Pipe run under the floor?<br><br>*Please take photos if applicable

  • What is the base made from?

  • Is there pre existing insulation present?

  • What is the condition of the insulation

  • What type of insulation is there and how thick is it? (***Needed for U-Value Docs)

  • Anything else to note for the under floor insulation install?

  • *Under the home inspection for External Wall Insulation

  • Once the drip rail has been removed will there be a gap from the park home to the skirting? (leave comments in notes)

  • Number of Jacks (8 required for a Single, 16 required for a double) *Please ensure jacks are supporting the chassis, we don't count jacks not on the chassis.

  • What is the condition of the jacks *Photo required

  • What is the condition of the chassis *Photo required

Loft Insulation Inspection

  • Loft Insulation

  • Is there an accessible loft

  • Please take photos of inside the loft here (The photos need to include all 4 corners)

  • Take a slow and steady video, of the whole loft, on the app (This is for our installers to look at)

  • Is there existing loft insulation?

  • What is the thickness of the insulation? ***(2 Photos required with a tape measure in two different areas)

  • What type of insulation?

  • Current condition of the insulation

Loft Measurements:

  • Height - Highest point

  • Length

  • Width

Loft Information

  • Is the loft clear or is there items/rubbish to be removed/relocated?

  • Is the loft boarded?<br><br>*Photo required

  • Is the hatch insulated? (please take photo of the hatch door)

Electrical

  • Are there downlights that need to be covered with a hood?

  • Any cables running through the loft?

  • What type of cables? (multi choice)

Pipework

  • Any waterfed pipes run through the loft?

  • Are these pipes insulated?

  • Any gas pipes run through the loft?

  • Any water tanks in the loft? (Please take photos if there is a tank)

  • Are they insulated?

Ventilation Strategy

  • Ventilation

Inside Inspection of the Park Home

  • Is there a boiler?

  • What is the make and model of the boiler?

  • Add the GC number here

  • Take a photo of the boiler make and model And a photo showing the whole boiler

  • Please take a photo of the top part of the boiler to check the flue is attached correctly

  • Is there a non-condensing boiler?

  • Is there room for a 6 inch core vent?<br><br>Take a photo to confirm this

  • Is there a drop hole (a vent) in the floor by the boiler? (photo required if there is one)

  • Is there a gas, electric fire or log burner in any of the rooms?

  • Please take a photo of the gas fire

  • Is there a core vent?<br><br>*Must be an actual Core Vent

  • Please inform the customer they will need a core vent

  • Please take a photo of the electric fire and the socket/fuse spur it is wired into. We need to ensure that this is electric and not gas as a core vent is needed if there is a gas fire

  • Please take a photo of the Log Burner or Back Burner

  • Is there a core vent?<br><br>*Must be an actual Core Vent

  • Please inform customer they will need a core vent

  • Please take a photo of the Oil Fire

  • Is there a core vent?

  • Please inform the customer they will need a core vent

  • How many bedrooms are there?

Ventilation Strategy

  • Extraction Ventilation:

  • Does the Kitchen have an extractor fan or cooker hood?<br><br>*Please take a photo of the fan or the wall the fan would be installed on if no fan

  • Does the fan work?

  • Does the cooker hood duct to outside?<br><br>*Photo required of cooker hood ducting outside - if already taken or it's not a cooker hood, ignore!

  • Does Bathroom 1 have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does the En-suite have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does the Utility Room have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Please list any additional Wet Rooms in the Park Home (Bathroom, WC, Utility Room, En-Suite etc)

  • Does Bathroom 1 have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does Bathroom 2 have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does Bathroom 3 have an extractor fan? <br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does Ensuite 1 have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does Ensuite 2 have an extractor fan? <br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does Ensuite 3 have an extractor fan? <br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does the Kitchen have an extractor fan or cooker hood?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does the Utility Room have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does WC 1 have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does WC 2 have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Does WC 3 have an extractor fan?<br><br>(Please take a photo of the fan or the wall the fan would be installed on if no fan)

  • Does the fan work?

  • Type in notes the other wet room name and take a photo of the fan or the wall the fan would be installed on

*For City Energy Only Jobs

  • Have you let the customer know that the City Energy funder has said for dMEV continuous fans to be installed, so even if the customer already has fans, these will be replaced with the above fans

Background Ventilation and Door Undercuts

  • Does the Property have adequate background ventilation by means of window trickle ventilation or other room ventilation in habitable rooms?<br><br>***Please take photos here of the existing background ventilation and label the room in/on the photo

  • Please ask the customer if they would want a Window Trickle Vent or a Rectangle Wall Vent to be installed, and fill in the information below.

  • Background Ventilation Strategy

  • I have checked with the customer about the age of the windows and the FENSA guarantee

  • Do all windows have trickle vents? Yes/No Yes = please take evidence No = what rooms need window trickle vents (take photos of the windows for the installers)

  • Does the Property have adequate background ventilation by means of Door undercuts of at least 7 600 mm2 beneath all internal doors, above the floor finish, to allow air to move through the dwelling in habitable rooms? ( approx 10mm gap)<br><br>***Please take photos of each habitable room door undercut (With the DOOR CLOSED!) and label the room in/on the photo

  • What doors will need adjusting?

Customer Questions + Docs

  • Customer Questions + Docs

Questions to ask Customer

  • Colour code: Select the colour code and take a photo of the back of the colour card

  • Let the customer know, we'll do our best to match their chosen colour.

    However, for work scheduled between October 1st and April 1st, we'll be using White 365 Top Coat as it's the only option available during this period—it dries in just 6 hours.

  • Have you let the customer know that any Cladding, Mock Tudor, Corner Quoins, Columns or Decorative Brick Features will be removed and not put back on?

  • Have you let the customer know that we don't paint the soffits, we only Top Coat the walls we insulate?

  • Have you let the customer know that they will need to cutback any shrubbery or plants before we start works?

  • Have you let the customer know the condition of the chassis?

  • Have you let the customer know that we will be putting down floor protection around the home, so some grass may get damaged & decorative items will need to be moved

  • If the customer has an AC unit, does the customer have an engineer they could recommend to move the pipework?

  • **Important** Does the customer require a handrail during Mesh and Render?

  • Boiler Marketing for Platinum! When was your last boiler service?

  • How old is your boiler

  • Anything additional needed to mention?

  • Customer Signature

  • I understand and have been explained to, what the installation of Wall Insulation / Underfloor Insulation / Loft Insulation on my property entails and involves

Risk Assessment

  • Any additional risks/hazards to be added to the Risk Assessment:

Permissions

  • Who owns the park home site?

  • Double check but these parks don't require a permission to work

  • Double check but these sites *REQUIRE a permission to work

  • Permission to Work Required?

Documents Required

  • Please select the managing agent

  • Photo of the signed Purchase Agreement (PPHS Purchase Agreement/Contract)

  • Photo of the signed City Energy Contract

Have you got the following evidence? (PLEASE DO NOT ATTACH HERE - send separately via Google Drive or upload straight to the CRM)

  • Proof of Income: 3 months Bank Statements (most recent 3 months statements, and all pages to be uploaded)

  • Source of income (Like DWP Pension)

  • Proof of Ownership (original paperwork if possible and not a pitch fee review - pitch agreement usually fine)

  • Just a reminder, we will need

    EPC rating of an E, F or G

  • Other (If there is anything else required you can add it here)

  • Photo of the signed Purchase Agreement (PPHS Purchase Agreement/Contract)

  • Photo of the signed Warmer Homes Contract<br><br>(Please Genius Scan these and email them to your project manager, thanks!)

Have you got the following evidence? (PLEASE DO NOT ATTACH HERE - send separately via Google Drive or upload straight to the CRM)

  • Proof of Income: *For the whole household<br><br>Payslips or Pension Statement ONLY

  • Along with the above, we also need 3 months Bank Statements (most recent 3 months statements, and all pages to be uploaded)

  • Proof of Ownership (original paperwork if possible and not a pitch fee review - pitch agreement usually fine)

  • Utility Bill (dated within 6 months)

  • Other (If there is anything else required you can add it here)

  • Photo of the signed Purchase Agreement (PPHS Purchase Agreement/Contract)

  • Photo of the signed Warmer Homes Contract<br><br>(Please Genius Scan these and email them to your project manager, thanks!)

Have you got the following evidence? (PLEASE DO NOT ATTACH HERE - send separately via Google Drive or upload straight to the CRM)

  • Proof of Income: *For the whole household<br><br>Payslips, Pension Statement or P60

  • Along with the above, we also need 3 months Bank Statements (most recent 3 months statements, and all pages to be uploaded)

  • Proof of Ownership (original paperwork if possible and not a pitch fee review - pitch agreement usually fine)

  • Utility Bill (dated within 6 months)

  • Other (If there is anything else required you can add it here)

  • Photo of the signed Purchase Agreement (PPHS Purchase Agreement/Contract)

Have you got the following evidence? (PLEASE DO NOT ATTACH HERE - send separately via Google Drive or upload straight to the CRM)

  • Proof of Income: 3 months Bank Statements (most recent 3 months statements, and all pages to be uploaded)

  • Proof of Ownership (original paperwork if possible and not a pitch fee review - pitch agreement usually fine)

  • Other (If there is anything else required you can add it here)

  • Lucky you, we don't need any documents!

  • Other (If there is anything else required you can add it here)

  • Other (If there is anything else required you can add it here)

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.