EPC Pre-Assessment Report Template

What This Report Covers

An EPC pre-assessment report provides a detailed evaluation of a property's energy performance — covering everything from construction type and insulation levels to heating systems and renewable energy installations. It is designed for property owners, landlords, and energy assessors who need to understand a building's likely EPC band before commissioning a formal Energy Performance Certificate. Whether you are preparing a rental property for Minimum Energy Efficiency Standards (MEES) compliance — or simply want to identify the most cost-effective energy improvements — this report gives you a clear, data-driven starting point. AnyInspect's AI-powered template captures all the key variables that feed into the Standard Assessment Procedure (SAP) methodology — helping you predict your EPC rating and plan upgrades with confidence.

Key Report Sections

Property Details & Construction Type

This section records the essential property characteristics — age, type (detached, semi-detached, mid-terrace, flat), total floor area, number of storeys, and construction method (cavity wall, solid wall, timber frame). These details directly influence the SAP calculation — a Victorian solid-wall terrace will score very differently to a modern cavity-wall build — so accuracy here is critical to a meaningful pre-assessment.

Heating Systems

The heating system section documents the primary and secondary heating sources — boiler type and age, fuel source (mains gas, oil, LPG, electric), distribution method (radiators, underfloor), and hot water provision. AnyInspect's AI identifies heating system details from your video walkthrough — capturing boiler model numbers, flue types, and thermostat configurations that manual templates routinely miss.

Insulation Levels

Insulation is one of the biggest factors in energy performance — and one of the easiest to improve. This section assesses loft insulation depth, cavity wall insulation status, floor insulation, and any external or internal wall insulation. The report distinguishes between confirmed insulation (visually verified or documented) and assumed insulation based on property age — a distinction that can shift EPC predictions by one or two bands.

Lighting & Electrical

This section catalogues the proportion of low-energy lighting throughout the property — LED and CFL versus traditional incandescent or halogen fittings. While lighting upgrades represent relatively modest SAP improvements, they are among the cheapest and easiest interventions — making them a quick win for landlords chasing a higher EPC band.

Renewable Energy & Low Carbon Technology

Any existing renewable energy installations are documented here — solar PV panels (capacity and orientation), solar thermal systems, heat pumps, biomass boilers, and mechanical ventilation with heat recovery (MVHR). These technologies can dramatically improve an EPC rating — a 4kW solar PV array alone can push a property up by one or two bands.

EPC Band Prediction & Improvement Recommendations

The final — and most valuable — section of the report. Based on all the data captured, AnyInspect's AI generates a predicted EPC band alongside a prioritised list of improvement recommendations. Each recommendation includes estimated cost, potential energy savings, and the likely impact on the EPC rating — giving property owners a clear roadmap for achieving their target band.

How AnyInspect Generates This Report

Step 1: Record Your Walkthrough

Open the AnyInspect mobile app and start a new EPC pre-assessment inspection. Walk through the property — narrating what you see as you go. Describe the construction type, point your camera at the boiler and its data plate, check loft insulation depth, note window types and glazing, and capture any renewable energy installations. The app records video and audio simultaneously — there is no need to stop and type notes. A typical property walkthrough takes 15–25 minutes, and the app works fully offline — syncing your recording when connectivity returns.

Step 2: AI Processes Your Recording

Once uploaded, AnyInspect's AI pipeline takes over. Deepgram transcribes your spoken commentary with high accuracy — capturing technical details like boiler model numbers and insulation specifications. Google Gemini then analyses both the transcript and extracted video frames against the SAP methodology — identifying construction elements, heating systems, insulation levels, and renewable technologies. The AI cross-references your observations against known property archetypes to flag any gaps or inconsistencies — ensuring nothing is overlooked.

Step 3: Review & Generate Your Report

The AI-populated report appears in your AnyInspect dashboard — ready for review. Every field is pre-filled based on your walkthrough — from property construction details through to the predicted EPC band and improvement recommendations. You can accept, edit, or reject any AI suggestion before generating a professional PDF report. The finished document is formatted, branded with your company logo, and ready to share with clients — all within minutes of completing your inspection.

Compliance Standards

Energy Performance of Buildings Regulations 2012

These regulations — implementing the EU Energy Performance of Buildings Directive into UK law — require that an EPC is produced whenever a building is constructed, sold, or let. A pre-assessment report helps property owners understand their likely rating before commissioning the formal certificate — avoiding surprises and enabling targeted improvements.

Minimum Energy Efficiency Standards (MEES)

Since April 2018, rental properties in England and Wales must achieve a minimum EPC rating of E — with proposals to raise this to C by 2030. MEES compliance is a legal requirement for landlords — and failure to meet the minimum standard can result in fines of up to £30,000. An EPC pre-assessment identifies exactly what work is needed to reach the required band.

Standard Assessment Procedure (SAP)

SAP is the UK Government's methodology for calculating the energy performance of dwellings. It underpins the EPC rating system — assessing energy use per square metre based on standardised assumptions about occupancy, climate, and behaviour. AnyInspect's AI applies SAP principles to generate accurate EPC band predictions from your walkthrough data.

Why Use AnyInspect Instead of a Manual Template?

Traditional EPC pre-assessment templates — whether paper forms or fillable PDFs — demand that you stop, write, and re-enter data at every stage of the inspection. You are juggling a clipboard, a camera, and a torch — all while trying to read boiler data plates and measure loft insulation depths. Details get missed. Handwriting gets misread. And the office write-up takes as long as the inspection itself.

AnyInspect replaces that entire workflow with a single video walkthrough. You narrate what you see — the AI captures, transcribes, and structures the data for you. Boiler model numbers are extracted from your video frames. Insulation observations are matched to SAP categories automatically. Improvement recommendations are generated with cost estimates — not copied from a generic checklist but tailored to the specific property you have just inspected.

The result is faster inspections — typically 40% quicker than manual methods — with more comprehensive, more consistent reports. No more missed fields. No more hours of office write-up. Just record, review, and generate.

Related Templates

- HHSRS Assessment Report Template — Housing health and safety assessments that often accompany EPC pre-assessments for rental properties.
- Decent Homes Assessment Report Template — Includes thermal comfort criteria directly linked to energy performance standards.
- Damp & Mould Inspection Report Template — Energy efficiency improvements like insulation can impact moisture dynamics — these inspections are closely related.
- Stock Condition Survey Report Template — Comprehensive property assessments that include energy performance as a key component.