ECO4 & Great British Insulation Scheme Pre-Installation Project/ Measure
Survey
Introduction
The purpose of this form is to collect project/retrofit-level information before the installation of
measure(s) takes place. The form may be completed offsite when installation is complete and can
be used for both ECO4 and Great British Insulation Schemes.
The information and details recorded here must be true and accurate. If issues arise that raise
doubts around the accuracy of the evidence and information provided, measures will be
investigated and may be rejected. Any fraudulent activity, including misrepresenting details of
the property, may also be reported to law enforcement agencies.
Any evidence of electronically duplicated or forged signatures will be investigated. Any measures
where suspected fraudulent activity is detected will be rejected.
Ofgem also recommends that any additional evidence collected as part of these forms be handled
as the final step in the process to adhere to Data Protection Act 2018 requirements 1.
All photographic evidence in relation to a measure must be appropriate and in line with UK GDPR2
and Data Protection Act 2018 requirements 3.
For a better understanding of how the data in this form will be used under the Great British
Insulation Scheme or ECO4, please visit our website4.
Please be aware that some sections are scheme specific – and have been labelled as so. If a
section or question is not relevant to your scheme, please leave section blank.
Additional pages should be appended if there is not enough space in the fields provided.
1
Data Protection Act 2018 ([Link])
2
Please note you may be required to provide photographic evidence alongside this document. Photographic evidence in
relation to a measure must be appropriate and in line with UK GDPR and Data Protection Act 2018 requirements.
3
Guide to the UK General Data Protection Regulation (UK GDPR) | ICO
4 [Link]
[Link]
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Completing the pre-installation project/retrofit survey form.
Form Information
Collects details of the premises where the project is being carried out,
Section A such as address, floor area segment and starting SAP band, and the
measures that will be included in the project.
Section B Collects information on wall insulation measures. Only required for
projects which include wall insulation.
Section C Collects information on heating controls and electric storage heaters.
This section must be completed for any project which includes the
installation of a heating measure.
Section D Collects information on sketch plan of the premises. Its mandatory for
all projects and can be completed by retrofit designer/assessor or
retrofit coordinator.
Section E Declaration for completion by the Retrofit Coordinator or if a project
consists solely of a connection to a district heating system (DHC) or a
DHC and data light measures (DLMs) only, the DHC installer
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A. Customer, Retrofit Coordinator and Premises Details
For PAS and GB insulation scheme measures, fields 1-2 and 6-10 are optional. Field 3 is
optional for social housing.
For Non-PAS measures, all fields are required.
Field Response
1. Date of pre project
30/05/2025
RdSAP / SAP survey:
Name:
Bilal Ahmed
Company name:
Amerden Group Limited
2. Retrofit Coordinator:
Tel: 07728344412
Email:
bilal_sahi@[Link]
3. Name of occupier: Mrs Sandra Clarke
4. Address of installation
and postcode: 5 Crowfields,Deeping St
James,Peterborough,PE68NY
5. Property type5: ✔ House
Flat/Maisonette Park home
6. Tenure type: ✔ Owner occupier
Private tenant Social housing
✔ 0-72 m2
73-97m2
Total floor area (m2):
7. Floor area segment6 (m2)
98-199 m2 200+m2 57
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This information is required when measures in the project may be used to support In-fill measures in nearby homes.
For the purposes of ECO4 In-fill, ‘house’ includes bungalows, and ‘flat’ includes maisonettes.
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Floor area segment must be based on the internal total floor area output by the RdSAP/SAP assessment. Whilst RdSAP
permits external dimension to be input, these will be converted to internal dimensions by the software.
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Field Response
High B High C High D High E
8. Starting SAP Band7 ✔ High F High G Low B
Low C
Low D Low E Low F Low G
9. Starting SAP rating: 38
Where relevant, pre retrofit EPC reference
RdSAP
✔
10. Pre assessment number:8
Methodology:
SAP
11. Is the property in a Yes (Enter area code) Output Area Code:
rural area? 9 N/A
✔
12. Has the sketch plan/floor plan of the premises been
✔ Yes (See section D)
provided alongside pictorial evidence?
13. Has smart meter advice been issued?
✔ YesNo
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Standard Assessment Procedure - [Link] ([Link])
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An EPC is required for projects that only include DHC and DLM measures and for in-fill DHC measures, except where
the DHC measure is the installation of a shared ground loop GSHP. For projects within the score of PAS the assessment
will be lodged with Trustmark and no reference number is needed. Mix of a pre-EPC and post EPR would not be
accepted. The pre-retrofit and post-retrofit assessment must use the same methodology. Where the pre-retrofit is a full
SAP lodged as an EPC, the post-retrofit must be the same. This is stated in the supplier data dictionary, in the
description for the field ‘ Post_Assessment_Methodology’.
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Rural/urban classifications - Office for National Statistics - Applies to England, Wales and Scotland. Premises in rural
area in England aren’t eligible for the rural off gas uplift.
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What measure/s will be carried out following the pre installation RdSAP /SAP project
survey? (Please tick below the relevant boxes)
Insulation Measures Heating Measures
Cavity wall Insulation Repair
Boiler
Wall External Wall Insulation Measures: Broken Replacement
Measures: Internal Wall Insulation Upgrade
✔
(ECO4 only)
Hybrid Wall Insulation First time central heating
Electric storage Repair
Underfloor insulation
Floor heaters
Broken Replacement
Measures: Solid floor insulation Measures:
(ECO4 only) Upgrade
✔ Programmer & room
thermostat
✔ Loft insulation
Smart thermostat
Pitched roof insulation
Roof Heating controls
Measures:
✔ TRVs
Flat roof insulation measures:
Time & Temperature Zone
Room in Roof insulation
control
Weather/load Compensation
Solar PV
Floor District Heating Connection or
Park Home Other repair
Wall
insulation: measures: Standard Alternative
Roof
Methodology (AM)
Data Light Measure
Other Draught proofing Window glazing Single to double
insulation
measures: Improved double Higher performance external doors
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B. Information on Wall Insulation Measures
This section is required for measures or projects which include wall insulation.
All wall insulation measures
1. Approximate construction year or age band, plus
reasoning
2. Predominate wall construction type eg solid brick, timber
frame or system build10
3. Percentage of total wall area this wall type: %
Cavity wall insulation measures
Yes11 No N/A
4. Are you claiming on ECO for extracted failed cavity wall?
Yes No N/A
5. Are the walls already partially insulated? 12
10
Although most system build properties meet the definition of solid wall, some have external walls of a standard cavity
construction and require a cavity wall insulation measure. The construction type of the external walls of a system build
property should therefore be assessed prior to insulating the property
11
A report from a chartered surveyor will be required to validate the failed cavity wall material and evidence provided
that no existing guarantee is in place
12
If the U value of the wall already meets relevant standards, any additional insulation will not be an eligible CWI
measure.
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C. Information for Heating Measures
This section is required for projects or retrofits which include the installation of a heating
measure. Question 3 is for ECO4 only.
1. Is there a full set of functioning pre-existing heating
Yes ✔
No
controls?
2. What working heating
Room Thermostat
controls currently exist?
✔ Boiler Programmer
Smart Thermostat
TRV (if TRV please go to 2a)
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The existing number of radiators: _______________________
0
The existing number of radiators with TRVs: ________________
The existing number of heated towel
2a) TRV
0
rails:_______________________
0
The existing number of heated towel rails with TRVs:______________
Does the system incorporate a bypass radiator? ✔
Yes No
Type: Responsiveness:
1 __________________ 1 _________________
3. Pre-existing Yes 2 __________________ 2 _________________
ESH (ECO4 only)
3 __________________ 3 _________________
No
4 __________________ 4 _________________
5 __________________ 5 _________________
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D. Sketch Plan and Instructions for all measure types
Basic sketch plan instructions for all measure types
Room Key13: BR# = Bedrooms; LR = Living Room; K = Kitchen; D = Dining Room; BTH =
Bathroom.
Wall Type key: Cavity/non cavity; Adjacent to unheated space/corridor.
Doors should only be included where the measure being scored is a high-performance
external door, and windows should only be included where the measure is window glazing.
Sketch plan instruction by measure type
Heating Measures Roof, wall and floor measures
HS# = heating system/boiler (HS1 = main The location of pre-main heat source(s)
heating source) should be clearly recorded on the sketch
RAD = Radiator with no existing TRV using the key in the ‘heating measures’
RADT = Radiator with existing TRV column.
RS = Room stat
ST = Smart thermostat PR = Pitched roof
TW = Tower rail FR = Flat roof
TWTRV = Towel rails with TRVs RIR = Room in roof
RH = Room heater RES = RIRI Residual Loft Area
ESH = Storage heater UFI = Under floor insulation (specify solid or
UFH = Under floor heating suspended)
13
For multi storey premises, please record floor position, ie basement, ground floor, room-in-roof adjacent to the
relevant sketch.
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