AES Overheating Tool — Dynamic Method Checklist

1 IES Approved Document O report

Upload the IESVE-exported “Approved Document O 2021 Compliance Report” PDF. The modelling details, modelled openings, modelled ventilation and the criterion (a) / (b) results are read straight out of it.

Drag & drop the IES report PDF here, or click to choose

No IES report loaded.

2 Project details

Everything below is project-specific or AES standard text — it is not in the IES report. The defaults are pre-filled; edit as needed. Fields you leave blank simply come through blank on the checklist, ready to hand-complete.

1.1 Building & site details

Residential building name/number Street Town County Postcode Proposed building use / type of building Are there any security, noise, or pollution issues?

1.2 Designer's details

Designer's name Company Address line 1 Address line 2 Postcode Telephone number Email address Designer's organisation Registration number (if applicable) Date of design

Designer's signature

Drag & drop a signature image here, or click to choose

Revision history

Revision Date Prepared by Comment

The cover-page month is taken automatically from this date. Only the first revision row is filled; rows Rev 01–03 stay blank on the checklist for future hand-edits.

2b — Modelling narrative

Number of sample units modelled Overall overheating strategy

Sample-unit selection explanation Sample-unit selection — bullet points Details of the occupancy profiles used Details of the equipment profiles used

Appendix A — Inputs

Architectural drawings register

Drawing provider

Drawing type	Drawing number	Revision	Issue date

Leave empty to output a blank drawings table on the checklist, ready to hand-complete.

Building fabric

Construction element	U-value [W/m²K]	Kappa [kJ/m²K]

From the SAP assessment / fabric specification. Leave blank to output an empty fabric table for later completion.

Ventilation

Proposed ventilation system Maximum airflow required (trickle flow rate) Modelled ventilation operation Adjacent condition Mechanical boost mode

Compliance checkboxes

Thermal comfort category — auto-set from the IES occupant category

CIBSE TM52 category modelled

Protection from falling

Shading strategy

Security

Mechanical cooling

Appendix B (Modelled Openings) and Appendix C (Results — criterion a & b) are extracted automatically from the IES report — there is nothing to enter for them here.

Appendix D — Model images

Export the MacroFlo opening-profile and CIBSE TM59 thermal-template images from IESVE (PNG / JPG). Drag & drop them below and add a caption to each. Skip this and the appendix is left as a placeholder for hand-insertion.

Drag & drop model images here, or click to choose

3 Generate the checklist

Produces the Part O Compliance Checklist (Dynamic Method) as a Word document, in the AES house style, ready for Building Control.