Title Page

  • Site conducted

  • Conducted on

  • Prepared by

  • Location

Planning

  • Is the property Listed or in a Conservation Area?

  • Will the installation come under "Permitted Development"?

  • Any other planning issues to be considered?

  • Will any form of protected species be disturbed by the installation process?

System Design

  • Proposed Heat Pump type:

  • Will the system be designed for continuous or intermittent heat?

  • Proposed emitter types:

  • Will the system provide:

  • Will an auxiliary heat source be used?

Building Details

  • Is the property New Build or Retro-fit?

  • Is the property in an exposed location?

  • Property type

  • Property detachment:

  • When was the property built?

  • Wall type:

  • Is there a valid EPC availible?

Insulation

  • Depth of loft insulation?

  • Is there cavity wall insulation present?

  • Does the EPC support your findings for the insulation?

  • Is a new EPC required? (Boiler upgrade scheme)

Metering

  • Is the property occupied more than 50% of the year?

  • Will metering be required due to auxiliary heating?

Existing Heating and Fuel

  • Existing heating fuel type:

  • Pence/kwh for existing fuel:

  • Make and model of existing heat source:

  • Pence per kwh for electricity

  • Is water pressure adequate?

Occupancy Information

  • Number of occupants:

  • Number of bedrooms:

  • Number of bathrooms and en-suites:

Equipment Location

  • Proposed location of Heat Pump:

  • Image of proposed Heat Pump location:

  • Proposed location of HW cylinder:

  • Image of proposed HW cylinder location:

Existing Electrical System

  • Location of Electrical Meter:

  • Type of Electric Meter:

  • Fuse rating:

  • Image of meter and fuse rating:

  • Location of Electrical Distribution Board?

  • Are there any spare breakers?

  • Is there a form of isolation:

  • Image of Electrical Distribution Board:

  • Is there an EV charge point present?

  • Is there a PV installation present?

Summary

  • Is there a suitable location for a Heat Pump?

  • Is there a suitable location for a DW cylinder?

  • Is there a route for pipework to be run from the HP to the DWC?

  • Is there a route for electric cabling to be run from the Electrical Distribution Board to the HP?

  • Is there a route for electric cabling to be run from the Electrical Distrubution Board to the DWC?

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.