Documentation Required | Knowledge Base

Before opening any tools, confirm that all required documentation has been received and is sufficient for modelling. A tank drawing with missing dimensions or a test report with mismatched model names will cause downstream issues and may require the client to revise documents after modelling has begun.

If any item cannot be verified, flag it to the client before proceeding using the Technical Clarification Email Template. Document any open issues in the Monday.com item.

Summary

Document	Modelling	Submission	Condition
EN 14511 test report	✓
AS/NZS 4692.1 test report	✓		Tanks < 700 L only
Tank drawing	✓
System schematic	✓
Pipe insulation specification	✓
Pump performance curve	✓
Control logic / declaration	✓	✓
Bill of materials		✓
AS/NZS 2712 certificate		✓	Tanks < 700 L only
Installation manual		✓
Data plate images		✓

EN 14511 test report

The EN 14511 test report is the primary input to the performance map. Without complete, plausible test data across the required air and water temperature conditions, modelling cannot proceed.

What to check:

Model name on the test report matches the model name being submitted to the scheme.
Test conditions (air and water temperatures) align with the conditions specified in EN 14511 Testing Guidance.
Capacity (kW), input power (kW), and COP values are present for all test conditions.
COP values are physically plausible — generally between 2 and 6 for air-source HPs at commercial operating conditions.
Standby power is stated (typically in W or kW), with the test method or measurement condition noted.
The report is digitally signed by the accredited testing laboratory - if not, request an email from test lab to validate the report.
Units are consistent throughout (no mixed W and kW within the same table).

AS/NZS 4692.1 test report

Required for any tank with storage volume less than 700 L. The heat loss value from this report is used directly in the TRNSYS model — for tanks ≥ 700 L, EnergyAE calculates heat loss using the Appendix E method from the tank drawing.

What to check:

Tank model name is consistent with the tank drawing.
Report is from a JAS-ANZ accredited laboratory.
Tank model name matches exactly — character for character — the name on the AS/NZS 2712 certificate and data plate.

Tank drawing

The tank drawing is used to derive the TRNSYS tank model geometry. It must be the client’s own engineering drawing — not a reference image, brochure extract, or un-labelled sketch.

What to check:

Tank model name matches the AS/NZS 2712 certificate (if < 700 L) and data plate.
Drawing carries a client logo, document number, and revision date.
A data table is included showing all key dimensions and volumes. At minimum:
- Tank inner diameter and wall thickness
- Total internal volume
- Heights above tank base for: cold water inlet, hot water outlet, HP flow and return connections, electric element and thermostat (if fitted), all temperature sensor locations, booster connections (if applicable)
- Inlet/outlet pipe inner diameter and length
For tanks with a coil HX: coil dimensions are present (height, diameter, tube length or number of turns, number of HX per tank, coil material thermal conductivity).
For tanks ≥ 700 L: insulation thickness, material, and thermal conductivity are stated — these are required for the Appendix E heat loss calculation.
Brand and model name on the drawing are consistent with the company applying to the scheme, not the original manufacturer’s branding.

System schematic

The schematic is used to select the correct TRNSYS template and verify that the model configuration matches the physical system.

What to check:

All major components are shown: HP unit(s), tank(s), pump(s), control valves, and sensors.
HP and tank model names on the schematic match the test report and drawing.
For separate HP systems: pipework is clearly shown between HP and tank, including flow directions.
For systems with a coil HX: HX position and fluid flow directions are unambiguous.
For multi-tank systems: parallel or series configuration is clearly shown.
Pump model, position, and flow direction are shown.
Sensor locations are labelled and consistent with the control logic description.

Control logic

The control logic description is needed to replicate the system’s control behaviour in the TRNSYS model. It must describe actual product behaviour — not a generic or aspirational description.

What to check:

A control declaration or control logic description is provided.
HP setpoint and deadband are specified (e.g. “compressor turns on when the mid-tank sensor falls below 60 °C and off when it exceeds 65 °C”).
Legionella control is specified: what temperature and at what frequency.
If the system has a gas booster or electric boost element: boost setpoint and control conditions are specified.
Control logic is replicable in the TRNSYS model — if unusual control sequences are described (e.g. adaptive setpoints, demand-response modes), flag to the project lead before proceeding.
The control declaration is signed by an authorised representative of the manufacturer.

Pipe insulation specification

Required for pipework heat loss calculations in the TRNSYS model.

What to check:

Specification sheet is provided (not just a product name or brand).
Insulation thickness is stated.
Thermal conductivity (W/m·K) or material type with a referenced conductivity value is stated.
Specification covers the main HP flow and return pipework (and boost plant pipework if applicable).

Bill of materials

Required to confirm the system configuration matches what is being modelled and submitted.

What to check:

All major components are listed: HP unit(s), tank(s), pump(s), heat exchanger(s) if applicable.
Model names and quantities match the system schematic and the PIC.
Element capacity per tank is stated (required for the Product Upload Form).

AS/NZS 2712 certificate (submission — tanks < 700 L)

Design and construction certification. Required for every individual tank with storage volume below 700 L — one certificate per tank model, not one per system.

What to check:

Certificate is from a JAS-ANZ accredited certification body.
Tank model name on the certificate matches the tank drawing and data plate exactly — character for character, including hyphens and digits.
The certificate schedule lists every tank variant being submitted.
If any tank variant is not on a certificate, an Equivalence Declaration is required explaining the relationship to a certified model.

Installation manual (submission)

The manual must be consistent with the TRNSYS modelling and any other documents submitted to the application.

What to check:

Manual is in English and covers the specific model being submitted (not a generic or OEM version for a different market).
Plumbing schematic is included, showing piping and control valves.
Control settings stated in the manual (setpoints, deadband, legionella) are consistent with the modelled settings and the control declaration.
HP rated capacity in the manual matches the EN 14511 test report — check for factor-of-10 errors (e.g. 3.56 kW vs 35.6 kW).
For tanks < 700 L: warranty section is present and covers the whole product (tank, compressor, and parts) for at least 5 years from the date of installation. The following wording (or equivalent) must be present: “Our goods come with guarantees that cannot be excluded under the Australian Consumer Law.”
Contact details for warranty obligations in Australia are included.

Data plate images (submission)

What to check:

Clear, legible photos or PDFs of both the HP and tank data plates.
Brand name, model name, and key specifications (refrigerant type and charge, electrical ratings) are readable.
Model names on data plates match the test reports, drawings, and certificates exactly.

Model name consistency check

Run a final cross-check across all documents using Claude review before proceeding to modelling. The system, HP, and tank model names must be identical — every character, hyphen, and digit — across:

EN 14511 test report
AS/NZS 4692.1 test report (if applicable)
AS/NZS 2712 certificate (if applicable)
Tank drawing
System schematic
Data plate images
Installation manual
Control declaration

Any discrepancy must be resolved before submission. If model names differ between documents, a Manufacturer Declaration will be required to explain the difference.