Post-installation checklist
Following the completion of works, you should:
• Make sure you fully understand how to use a newly installed system. The installer should also ensure this, as well as handing over any manuals, but the level and detail of handover varies between installers.
• Collect and file invoices and any Microgeneration Certification Scheme (MCS) or TrustMark certificates, building regulations notifications, planning consent notifications etc.
• Keep your commissioning certificate and warranty details in a safe place.
• Get a post-installation Energy Performance Certificate (EPC) – see EPCs for business premises below.
• Keep a note of the installer’s contact details.
• Know when to expect contact about annual servicing.
EPCs for business premises
• An EPC rates how energy efficient your building is using grades from A to G (with ‘A’ the most efficient grade) and is required if you wish to sell or rent your property for example.
• If you get any energy saving measures retrofitted in your property that will not be visible, such as wall, floor or loft insulation, it is very important to keep evidence of this work. Take photos before and after installation, keep receipts of materials and builders’ invoices and building warranty plans.
- If an EPC surveyor cannot visually see the measure because it’s inaccessible, they will need to see documentary evidence of the work undertaken in order to validate the EPC.
- If you do not have evidence of retrofit insulation, this insulation cannot be factored into the EPC rating and will be ignored. Instead, the level of insulation will be assumed based on the building’s age. This may significantly affect the EPC energy rating and the rating may not be as high as it could be.

The Energy Resilience Hub
If you're interested in learning more about the role social investment can play in increasing energy resilience for charities and social enterprises, check out the Energy Resilience Hub. Featuring case studies, blogs, events and more, this hub has been designed to help your organisation explore how repayable finance can and has helped to finance energy saving measures.