3. Documentation Review

Phase 3 confirms that the project documents are complete, internally consistent, and usable for modelling, certification support, and scheme applications.

Residential projects are vulnerable to small identity mismatches: brand names, legal entities, model names, tank volumes, manuals, labels, data plates, and certificates must line up before audit files are prepared.

In this section

• Document Checklist — files required for modelling, integral vs standalone
• Document Review — the specific checks across all documents
• File Structure — the project folder layout

Phase sub-tasks

1. Confirm all documents are stored in SharePoint, not scattered through email attachments.
2. Review model identity across reports, certificates, drawings, manuals, labels, and data plates.
3. Check technical inputs needed for TRNSYS setup and parameter review.
4. Check scheme/audit evidence required for CER, VEU, and ESS.
5. Send a batched missing-documents follow-up email for gaps or inconsistencies.

Exit gate

Phase 3 exits when required documents are complete enough for modelling and audit preparation, or when any remaining gaps are logged with an owner and due date.

The next phase is Phase 4 - Modelling.