Title Page

  • Site conducted

  • Conducted on

  • Prepared by

  • Location

Property information

  • Property Surveyed (elevations x4)

  • Number of occupants

  • Number of bedrooms

  • Will any form of protected species be disturbed?

  • What species

  • Electrical box (including loop)

  • Electric Bill (inc MPAN)

  • Is the existing electrical installation in good condition?

  • Is the existing electrical Box RCD protected

  • Picture of property highlighted on google Maps

  • Unit Electricity Price

  • Annual Consumption

Planning considerations

  • Is the property Listed or Conservation?

  • Are there any current renewables installed on site?

  • Will the installation come under permitted development?

  • Are there any planning issues to consider?

  • Will the installation result in non-compliance with Building regulations?

  • Will the installation work result in non-compliance with the Building Regulations in relation to workmanship; materials; structural stability; fire safety; resistance to moisture; conservation of fuel and power and electrical safety?

  • Will the proposed installation result in non-compliance with the IET wiring regulations?

  • Will the proposed installation be compliant with any requirements stated by the Solar PV system component products manufacturers?

System considerations

  • Home all day/Home half day/Out all day

  • On-site or remote survey

  • Retrofit or New Build

  • Roof / In Roof / Wall or Ground Mounted

  • Domestic / Commercial

  • On / Off Grid

  • Proposed location of Inverter:

  • Proposed location of Generation Meter:

  • Proposed location of the DC Disconnect and AC isolator:

  • Do the proposed locations of the above meet with both the regulatory requirements and the customer's expectations?

Roof Assessment

  • General Roof condition

  • Type of roof

  • Property in an exposed location

  • Inclination of roof from horizontal:

  • Roof slope length, ridge to eaves:

  • Lower width – gable to gable:

  • Upper width – if different:

  • Gutter height above ground:

  • Are there any obstacles that will cause shading issues? (Chimneys, windows etc.).

  • Is there a likelihood that significant overshading issues could occur in the future e.g. tree growth?

  • Rafters checked against MIS-3002 section 5.8.6

  • Pictures of Roof front & back and Apex

  • Scaffolding required

Electrical Requirements

  • Does property have electric space heating, electric hot water or electric vehicle charging loads?

  • Is property on a split tariff meter (e.g. Economy 7)?

  • Latest 12 month readings for day/on peak tariff (kWh)

  • Latest 12 month readings for night/off peak tariff (kWh)

  • Is microgeneration already installed?

  • Are 12 months electricity reading (kWh) prior to the installation of these loads available from bills?

  • Will permission from the DNO be required prior to installation?

  • G99

  • G98

  • What is the distance from the Consumer Unit to the proposed location of the inverter

  • What is the voltage drop

  • Is main earthing and bonding in place?

  • Single/Three phase

Additional information

  • Does the customer have any preferences on the make of panels?

  • Does the customer have any preference on the colour of panels?

  • Any other important installation notes

  • Customer interested in other products with CSG

  • DNO Statement: As the landowner would like to confirm that I give my consent for the following company to make an application for an electricity connection at the above address on my behalf: Carbon Saving Group Ltd - 09470826 Unit 9 , 32 Burrington Way, Plymouth, PL5 3FR Thomas Read - 0800 772 3572

  • Customer Signature

  • Customer happy to receive marketing material from CSG

  • Customer Signature

  • Customer happy for us to hold their details under DPA and GDPR

  • Customer signature

  • Survey completed

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.