Client Kickoff Form
Residential project kickoff information to collect from the client.
The kickoff form should collect the information EnergyAE needs before documentation review and modelling. It can be a Word document, Excel table, or email table, but it must be saved in the project folder.
Required fields
- Client legal entity and trading name
- Primary contact and technical contact
- Brand name for scheme listings
- Model names and model descriptions
- Tank volume for each model
- System type: integral or separate heat pump
- Refrigerant and compressor type
- Target schemes: CER/SRES, VEU, ESS
- Preferred control settings or client constraints
- Testing status and expected report dates
- Certification body and AS/NZS 2712 status
- CER, VEU, and IPART/TESSA portal access status
- Authorised signatory name, role, and email
Exit gate
The form is complete when model identity, scheme scope, control assumptions, testing/certification status, and submission responsibility are clear.
Next, confirm Portal Access Setup.