Project Initiation Checklist
Setup checklist for residential SWH modelling projects.
Use this checklist immediately after quote acceptance. Do not begin modelling until the project identity, document pathway, and portal/signatory responsibilities are clear.
Checklist
- Project code assigned
- SharePoint folder created from the residential modelling template
- Monday.com item created using the SWH modelling template
- Client kickoff email sent
- Brand and system list confirmed
- Target schemes confirmed: CER, VEU, ESS
- Testing status recorded for AS/NZS 2535.1 (collector), AS/NZS 4692 (tank), potable water, and electrical safety
- Certification status recorded for AS/NZS 2712 and EESS
- CER, VEU, and IPART/TESSA portal access requirements checked
- Authorised signatory details confirmed or requested
- Out-of-scope items recorded
Exit gate
The checklist passes when every item is green or has a named owner and due date.
Proceed to Client Kickoff Form, then Portal Access Setup.