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Setup Tasks Install Software Standards Reading List

Rules of Consulting Contact Persons Pricing Daily Planning End of Day Routine Weekly Admin Ritual How to use Xero Website Editing Review Requests Template Business Development How to Organise Client Documentation With AI

Heat Pump Technology

Vapour Compression Cycle Heat Pump Terminology

Heat Pump Types

Integral Heat Pumps Separate Heat Pumps

CO2 (R744)Propane (R290)HFO R-1234yf

Thermal Stratification Glossary

Incentive Schemes

Small-scale Renewable Energy Scheme (SRES)Victorian Energy Upgrades (VEU)NSW Energy Savings Scheme (ESS)

Trnsys Installation

TRNSYS 15 Installation TRNSYS 18 Installation

TRNSYS Licensing

TRNSYS Training

TRNSYS 15 Debugging using Claude Code TRNSYS 15 Functions Integral HP Template TRNSYS 15 Troubleshooting TRNSYS Development Hints TRNSYS / TRNAUS Component Reference

Residential Swh Modelling

1. Project Initiation

Project Initiation Checklist Client Kickoff Form Portal Access Setup

2. Testing and Certification

Potable Water & Plumbing Electrical Safety Solar Collector Performance (AS/NZS 2535.1 or EN 12975)AS/NZS 4692.1 - tank heat loss AS/NZS 4234 - annual energy modelling Certification

3. Documentation Review

Documentation Review Residential SWH Documentation AS/NZS 2712 Certificate System Schematic Tank Drawing Installation Manual Data Plates Electrical Safety Certificate

TRNSYS Tool TRNSYS Template Selection Detailed Parameter Review Control Settings 1D Analyser Tool 2D Analyser Tool Annual Simulations Calculating VEECs and ESCs Gate A Review

5. Audit File Preparation

Audit File Naming Conventions Manufacturer Declarations Authorisation Letter Test Report Validation Gate B Review

Review Process Accessing VEU & ESS Accounts How to Make a CER Submission VEU Submission Process IPART Submission Process

Closeout Sprint Protocol Post-Project Debrief

Email Templates

Residential Kickoff Residential Portal Access Request Residential Pre-test Advisory Residential Missing Documents Follow-up Residential Technical Clarification Residential Modelling Update Residential Client Approval Residential Declaration Signing Residential Final Review Request Residential Submission Confirmation Residential Application Status Follow-up Residential RFI Response Request Residential Closeout Application Status Updates

Residential Modelling

1. Project Initiation

Project Initiation Checklist Client Kickoff Form Portal Access Setup

2. Testing and Certification

Potable Water & Plumbing Electrical Safety AS/NZS 4692.1 - tank heat loss AS/NZS 5125.1 - heat pump performance Certification

3. Documentation Review

Document Checklist Document Review File Structure

TRNSYS Tool TRNSYS Template Selection Type 104 Modelling Flow Control – Separate Heat Pumps Detailed Parameter Review DTHX Calibration Frosting Penalty Control Settings 1D Analyser Tool 2D Analyser Tool Annual Simulations Calculating VEECs and ESCs Gate A Review

5. Audit File Preparation

Audit File Naming Conventions Manufacturer Declarations Authorisation Letter Test Report Validation Gate B Review

Review Process Accessing VEU & ESS Accounts How to Make a CER Submission VEU Submission Process IPART Submission Process

Closeout Sprint Protocol Post-Project Debrief

Email Templates

Residential Kickoff Residential Portal Access Request Residential Pre-test Advisory Residential Missing Documents Follow-up Residential Technical Clarification Residential Modelling Update Residential Client Approval Residential Declaration Signing Residential Final Review Request Residential Submission Confirmation Residential Application Status Follow-up Residential RFI Response Request Residential Closeout Application Status Updates

Large Commercial Modelling

1. Project Initiation

Project Initiation Checklist (PIC)Client Kickoff Form Portal Access Setup

2. Testing and Certification

Test Lab Register Pre-Test Client Advisory EN 14511 Testing Guidance Tank Heat Loss Calculation

3. Documentation Review

Documentation Required

Set Up the Commercial TRNSYS Tool Create EN 14511 Performance Map Tank Model Parameters Compile HP Parameters Identify TRNSYS Template Gate A Review Finding Commercial Peak Load (CPL)Review Results

5. Audit Preparation

Auditor Briefing Sheet VEU File Structure ESS File Structure How to Prepare Audit Files Gate B Review

Accessing VEU & ESS Portals VEU Submission Process ESS Submission Process Application Status Updates

Closeout Sprint Protocol Post-Project Debrief Reviews

Email Templates

Commercial Kickoff Commercial Portal Access Request Commercial Third-party Communication Routing Commercial Pre-test Advisory Commercial Missing Documents Follow-up Commercial Technical Clarification Commercial Client Approval Commercial Modelling Update Commercial Declaration Signing Commercial Application Status Follow-up Commercial Final Review Request Commercial RFI Response Request Commercial Submission Confirmation Commercial Whitelist Advisory Commercial Closeout

Hp Intelligence

Market Research Strategy

Platform & Account Management

User Account and Company Management Client Portal (Manufacturer Document Submission)

Simulation & Performance Tools

Visual Performance Simulator MEPS Estimation Tool Residential HPWH Annual Simulation Tool Demand Response Simulation Tool Lifetime Cost of Ownership Tool

Data Analysis & Testing Tools

AS/NZS 5125.1 Report Analyser AS/NZS 5125.1 Raw Test Data Analysis Product Assessment and Scoring Tool Price-Performance Map

Compliance & Certification Tools

Scheme Eligibility Checker Scheme Pathway Planner and Compliance Roadmap Certificate Volume and Value Estimator Organisation Product Database Product Compliance Tracker

Market Intelligence

News & Regulations Feed Industry Buyer/Seller Directory

AI Knowledge Chatbot (RAG)Certificate and Document Data Extraction

Plumber & Installer Tools

Hot Water Sizing and Recommendation Tool Product Comparison Tool

Project Plan

Project plan for the HP Intelligence Platform.

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