Gate B Review
Peer review checklist for application files before scheme submission.
Gate B review occurs at the end of audit file preparation, after all application files are ready for submission (CER, VEU, ESS). A 100% pass rate is required before submission.
Review Standards
Stop immediately if any check fails. Exception: minor/aesthetic issues that don’t affect the application (e.g., PDF formatting).
For each failure, clearly state the specific issue:
- “AS/NZS 2712 certificate is missing”
- “Model ID mismatch between certificate and manual”
- “Control declaration does not match modelling settings”
- “Warranty card missing or incomplete”
Checklist
1. Audit Files
- All residential audit files are present in 05-Audit-File-Preparation (see Audit File Checklist)
- CER audit structure is correct (if applicable)
- VEU audit structure is correct (if applicable)
- ESS audit structure is correct (if applicable)
2. Model Identity
- System, tank, and HP model IDs are consistent across:
- AS/NZS 2712 certificate
- AS/NZS 5125.1 test report
- AS/NZS 4692 test report
- Tank drawing
- Installation manual
- Data plate image
- 4234 modelling report
3. Tank Drawing
- Tank volumes and dimensions reconcile with 4234 Appendix TDS
- Tank drawing meets EnergyAE requirements (see Document Review)
4. Installation Manual
- Brand and model name are correct and consistent
- Control logic default mode matches modelling settings
- Plumbing schematic is included and clear
- Warranty information is complete:
- Covers 5+ years
- Company details and contact information provided
- Claim instructions are clear
5. Data Plate
- System ID matches AS/NZS 2712 certificate
- Image resolution is adequate (readable text)
6. Declarations
- Control declaration (if required) matches modelling settings and manual
- Manufacturer declaration exists if brand/model differs between test report and submission
- Authorisation letter is included if applicant does not own the test reports
7. Product Upload Form (PUF)
- PUF data is consistent with source material and modelling
- Spot check TRNSYS .out files for completeness and plausibility
Gate B Pass
When all checks pass, proceed to scheme submission (CER, VEU, ESS).