{"id":38926,"date":"2025-03-05T05:08:22","date_gmt":"2025-03-05T05:08:22","guid":{"rendered":"https:\/\/sitemate.com\/?page_id=38926"},"modified":"2026-03-06T01:56:49","modified_gmt":"2026-03-06T01:56:49","slug":"epc-checklist","status":"publish","type":"page","link":"https:\/\/sitemate.com\/za\/templates\/environmental\/forms\/epc-checklist-template\/","title":{"rendered":"EPC Checklist"},"content":{"rendered":"<h3>Use and edit template for free<\/h3>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=epc-checklist-template-direct&#038;templateId=67be87cf14928900189e0e0f\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tUse this template now\n\t\t\t\t\t<\/a>\n\t<h1>EPC Checklist Template<\/h1>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=epc-checklist-template-direct&#038;templateId=67be87cf14928900189e0e0f\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tUse this template now\n\t\t\t\t\t<\/a>\n\t<p>Start with a free 30-day trial. No credit card required.<\/p>\n\t<p>This Energy Performance Certificate (EPC) Checklist template will standardise your EPC Assessments. It is equipped with all the customisable sections of each of the necessary areas for inspection as you go through the required parameters for the Standard Assessment Procedure (SAP) methodology.<\/p>\n<p>Improve the accuracy of your EPC inspections by minimising errors in data entry and calculation. Easily input fabric specification details and measurement records and conveniently add photo\/video evidence whenever necessary. \u00a0Enjoy an efficient workflow when conducting assessments as this EPC checklist streamlines your process with a structured and organised form.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0100% fully editable EPC Inspection Checklist<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0Export your EPC Checklist to PDF or CSV<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0Access Checklists on mobile, tablet or computer<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/01\/check.svg\" alt=\"\" loading=\"lazy\" \/>\u00a0 \u00a0Thousands of UK and Govt. regulation templates<\/p>\n  <img decoding=\"async\" id=\"template\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2025\/03\/2025-03-04-public-template-library-000_legacy-all-templates-dp-f03-c02-0000-013-v00-en-gbr-1_page-0001.jpg\" alt=\"EPC Checklist template\" loading=\"lazy\" \/>\n    Click to preview full template\n\t<p>Trusted by over 250,000 people from built-world companies of all sizes<\/p>\n\t\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-19.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\t\n<\/p>\n<p>~10,000 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\n\n\t\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-42.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\t\n\n\n<\/p>\n<p>~500 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\t\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-43.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\t\n\n\n<\/p>\n<p>~10 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\t\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-20.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\t\n\n\n<\/p>\n<p>~25,000 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\t\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-21.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\t\n\n\n<\/p>\n<p>~200 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\t\n<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Frame-44.svg\" loading=\"lazy\" \/>\n\n\n\n\n\n\n\n\n\n\n\n\t\n\n\n<\/p>\n<p>~1,500 employees<\/p>\n<p>\n\n\n\n\n\n\n\n\n\n\t<h2>Use this EPC Checklist template for free.<\/h2>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=epc-checklist-template-direct&#038;templateId=67be87cf14928900189e0e0f\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tGet started now\n\t\t\t\t\t<\/a>\n\t<h3>What does an EPC Inspection Checklist need to include?<\/h3>\n\t<p>The sample structured EPC checklist template have already the key elements that an EPC checklist should contain, such as:<\/p>\n<ul>\n<li><strong>Assessor Details<\/strong> &#8211; EPC Assessment should only be carried out by a competent and registered domestic energy assessor or on construction domestic energy assessor. With this, the checklist has a portion for the assessor to fill in these details.<\/li>\n<li><strong>House Address\/Details<\/strong> &#8211; To specify which home is being assessed, this also includes the design survey reference relevant to the building plans or specification. This is useful as well for future reviews of similar building structures.<\/li>\n<li><strong>Building Fabric<\/strong> &#8211; In this digital EPC checklist template all the types are specified to easily walk through by the assessor, including an option to capture a photo. The building fabric refers to floor, walls, roof, door, window, roof and should indicate its type and other relevant details.<\/li>\n<li><strong>Heating details<\/strong> -This includes the heating system, and the type of fuel used.<\/li>\n<li><strong>Ventilation details<\/strong>&#8211; This should cover the mechanical and natural ventilation systems like local extract fans or whole house mechanical system.<\/li>\n<li><strong>Lighting<\/strong> &#8211; Indicate the number of light fittings, and low energy fittings, to have a good representation of the property&#8217;s energy consumption<\/li>\n<li><strong>Renewable energy systems<\/strong> &#8211; These are alternative sources of energy in the property that is sustainable and helps in the overall efficiency of the property. If a property has renewable energy sources, this will also increase the market value, so this is an essential part of the EPC checklist to be included.<\/li>\n<\/ul>\n<p>While all these EPC checklist elements are present in the sample digital template provided in this post, it&#8217;s important to remember that it&#8217;s completely customisable to adapt to your own organisations workflow when conducting these EPC assessments.<\/p>\n\t<h3>Why do you need an EPC Checklist Template?<\/h3>\n\t<p>EPC Checklist template is essential in data collection to streamline your assessment procedure, it allows you to conveniently input the data collected in EPC assessment. This template should have all the necessary sections that an assessor needs to go through during site visit, this template instantly makes the job easier. Here&#8217;s a practical breakdown of why you should use an EPC Checklist template.<\/p>\n<h3>Streamlines your Energy Assessment<\/h3>\n<p>Whether you are surveying and assessing a small residential building or multiple stories of commercial building, you would benefit from a structured workflow of what to check first and manage your time of inspection. This EPC checklist can act as a guide when you are walking through your inspection.<\/p>\n<h3>Standardise your EPC Data Collection<\/h3>\n<p>Standardising data collection of property specifications relevant to energy performance is essential for the calculation of energy efficiency using a specialised software for SAP calculation, it ensures consistency, clarity and reduces errors. A standardised EPC checklist template such as this ensures all the necessary sections such as: the building&#8217;s design, heating and cooling system, ventilation and other relevant factors, are consistent allowing for accurate input for calculation. This template is easily customisable as well using a drag-and-drop system for hassle free edits.<\/p>\n<h3>Better communication with property owners<\/h3>\n<p>As property owners are required to acquire a valid Energy Performance Certificate, they will naturally care the most about whether their property has a good rating. EPCs should also include recommendations on how to improve energy efficiency of the property which is usually relevant on older properties requiring technological upgrades. This EPC checklist template can be exported to PDF and sent directly to the client for them to preview the reports and improve communication between the assessors helping them to improve the energy efficiency of their homes or buildings.<\/p>\n\t<h3>Meet UK and Government Regulatory Requirements<\/h3>\n\t<p>Getting an Energy Performance Certificate is a government-regulated requirement for property owners who construct a new home or building or decides to sell or rent their property. For this reason, energy performance rating must be accurate as this certificate can affect the market value of a property, trigger financial obligations and improvement to the property owners, and serve as commonly used resource for policy making related to the environmental health.<\/p>\n<blockquote><p>It is the responsibility of energy assessors to provide an accurate evaluation of the energy performance of a building and one effective way to achieve this is to utilise a digital EPC checklist.<\/p><\/blockquote>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-111-1.svg\" loading=\"lazy\" \/>\n\t<h2>Other popular templates you can use and customise for free<\/h2>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2024\/04\/Energy-Assessment-Checklist-template.jpg\" alt=\"EPC\" loading=\"lazy\" \/>\n\t<p>Energy Assessment Checklist<\/p>\n\t<p>Conduct energy assessments in a streamlined way using this form<\/p>\n\t\t\t<a href=\"https:\/\/sitemate.com\/za\/templates\/environmental\/forms\/energy-assessment-checklist-template\/\" target=\"_self\">\n\t\t\t\t\t\t\tSee the template\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2019\/10\/Drill-log-form-template.jpg\" alt=\"Drill log\" loading=\"lazy\" \/>\n\t<p>Drill log form<\/p>\n\t<p>Make sure your drills are documented properly<\/p>\n\t\t\t<a href=\"https:\/\/sitemate.com\/za\/templates\/environmental\/forms\/drill-log-form\/\" target=\"_self\">\n\t\t\t\t\t\t\tSee the template\n\t\t\t\t\t<\/a>\n\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2018\/10\/Environmental-audit-checklist.jpg\" alt=\"Environmental audit\" width=\"1200\" height=\"360\" \/>\n\t<p>Environmental audit checklist<\/p>\n\t<p>Ensure all of your environmental processes are audit proof<\/p>\n\t\t\t<a href=\"https:\/\/sitemate.com\/za\/templates\/environmental\/forms\/environmental-audit-checklist\/\" target=\"_self\">\n\t\t\t\t\t\t\tSee the template\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/01\/Vector-112.svg\" loading=\"lazy\" \/>\n\t<h3>This EPC Checklist was generated with Dashpivot<\/h3>\n\t<p>Improve your EPC Assessments by standardising your data collection and improving your workflows:<\/p>\n<ul>\n<li>Access, edit and complete EPC Checklist from any device &#8211; mobile, tablet or computer.<\/li>\n<li>Print, download or send your EPC Checklist as perfectly formatted PDF documents with your company logo and brand.<\/li>\n<li>Store your assessment results securely online, where they can be searched and found in seconds.<\/li>\n<li>Invite internal and external parties to see, edit and sign off on EPC records online.<\/li>\n<\/ul>\n\t\t\t<a href=\"https:\/\/sitemate.com\/za\/\" target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/za\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo video\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2023\/03\/Quotation-app-mobile-form.svg\" loading=\"lazy\" \/>\n\t<p>Sitemate builds best-in-class software tools for built world companies.<\/p>\n\t\t\t<a href=\"https:\/\/sitemate.com\/za\/\" target=\"_self\">\n\t\t\t\t\t\t\tLearn more\n\t\t\t\t\t<\/a>\n\t\t\t<a href=\"https:\/\/sitemate.com\/za\/software\/dashpivot\/demo\/\" target=\"_self\">\n\t\t\t\t\t\t\tWatch demo videos\n\t\t\t\t\t<\/a>\n\t<img decoding=\"async\" src=\"https:\/\/sitemate.com\/wp-content\/uploads\/2021\/08\/Group-944-2.svg\" loading=\"lazy\" \/>\n\t\t\t<a href=\"https:\/\/dashpivot.com\/signup?reference=epc-checklist-template-direct&#038;templateId=67be87cf14928900189e0e0f\" target=\"_self\" rel=\"nofollow noopener\">\n\t\t\t\t\t\t\tUse this template now\n\t\t\t\t\t<\/a>","protected":false},"excerpt":{"rendered":"<p>Use and edit template for free Use this template now EPC Checklist Template Use this template now Start with a free 30-day trial. No credit card required. This Energy Performance Certificate (EPC) Checklist template will standardise your EPC Assessments. It is equipped with all the customisable sections of each of the necessary areas for inspection&hellip;<\/p>","protected":false},"author":11,"featured_media":38893,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"industry":[],"product":[78],"region":[85],"system":[86],"content_type":[99],"class_list":["post-38926","page","type-page","status-publish","has-post-thumbnail","hentry","product-dashpivot","region-uk","system-field-reporting","content_type-template-landing-page"],"acf":[],"custom_permalink":"templates\/environmental\/forms\/epc-checklist-template","_links":{"self":[{"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/pages\/38926","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/comments?post=38926"}],"version-history":[{"count":0,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/pages\/38926\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/media\/38893"}],"wp:attachment":[{"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/media?parent=38926"}],"wp:term":[{"taxonomy":"industry","embeddable":true,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/industry?post=38926"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/product?post=38926"},{"taxonomy":"region","embeddable":true,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/region?post=38926"},{"taxonomy":"system","embeddable":true,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/system?post=38926"},{"taxonomy":"content_type","embeddable":true,"href":"https:\/\/sitemate.com\/za\/wp-json\/wp\/v2\/content_type?post=38926"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}