Heat pump commissioning work record: free blank PDF
Download a printable heat pump commissioning work record for England, Wales. The PDF contains the record sections shown below and writing space for the actual findings.
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Free blank Heat pump commissioning work record form
Print the blank record and keep the completed copy with the job. The preview shows the actual blank download.
Blank Heat Pump Commissioning Checklist form

Record scope and contents
England, Wales. The competent commissioning person, retaining the actual qualifications and scheme evidence required for the work.
- Record Details: Certificate number, Commissioning date, Building Regs notification no., DNO notification?
- Work location: Work jurisdiction
- Company: Company name, Company address, Company postcode, Phone, MCS installer no., Operative reg no., MCS product cert no., G3 cert no.
- Customer: Customer name, Address, Postcode, Phone
- Site: Address, Site postcode
- Appliance: Make and model, Serial number, Heat pump source, Heat Pump Type, Peak heat loss, Design flow temp, Refrigerant type, Refrigerant weight, Electrical supply, Fused spur rating, Personal F-gas number, F-gas work record, Cascade?, Cascade Heat Pump Series
- Electrical and Hydronic Controls – SYSTEM AND HEAT PUMP: Room stat and programmer, Programmable roomstat, Load/weather compensation, Optimum start, Heat Curve setting, Hot water time/temperature control, Hybrid synchronised control, Boiler switching point
- Controls fitted
- Store and legionella: Buffer Vessel Fitted, Buffer vessel volume, Plate heat exchanger, Expansion vessel charged, Legionella timed control, Legionella cycle temp
- Water Treatment – SYSTEM AND HEAT PUMP: Cleaned and treated, System cleaner, Inhibitor, Anti-freeze/inhibitor, System filter fitted
- Heat Pump outdoor unit: Frost protected and insulated, Refrigerant evacuated and charged, Solid/stable surface, Defrost provision, Fan operational, Condensate drain
- CENTRAL HEATING MODE: Filled and pressure tested, Flow temp, Return temp, System balanced, Flow rate, Additional heat sources
- BORE HOLE/GROUND LOOPS: Collector type, Length/Depth, Ground loops pressure tested, Collector in, Collector out
- DOMESTIC HOT WATER MODE: Cylinder connection, Cylinder size, Stored HW temp, Hot water checked, Blending valves
- Commissioning Engineer: Complies with Building Regulations, Electrical work complies, Installed to manufacturer instructions, Controls demonstrated, Literature left with customer, Engineer name, Signature, Date
- Customer: Customer confirmation, Customer name, Customer signature, Date
Primary source for this record · checked 2 October 2026
What the Heat pump commissioning work record covers
Record the heat pump, installation, commissioning measurements, controls and handover evidence. Keep the required manufacturer, Benchmark or MCS documentation alongside it. This work record does not issue an MCS certificate, manufacturer warranty or building-compliance approval.
Who needs one
- The competent commissioning person, retaining the actual qualifications and scheme evidence required for the work.
- Record scope: England, Wales.
- Keep the completed record with the source documents, findings and job reference.
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