Resources / Checklists

Heat Pump Readiness Checklist

Devon & Cornwall homes — use this before you request quotes or lock a system size. Print it or keep it beside you on survey calls.

Independent planning tool from HeatWiseSW — not a quote and not a grant application.

How to use: Tick what you already know. Gaps are the questions to ask installers. Bring bills and photos of the boiler, cylinder, consumer unit and outdoor space.

1. Building & heat loss

  • Rough floor area and age/type of property noted (terrace, solid stone, new build, etc.)
  • Loft insulation depth known (or “none / unknown”)
  • Wall type known (solid stone/cob, cavity, insulated)
  • Windows mostly single / secondary / double
  • Any planned insulation this year written down
  • I will ask for a room-by-room heat loss — not only “we’ve done lots of 3-beds”
  • I will ask what outdoor design temperature / weather location they used

2. Current heating & fuel

  • Fuel: mains gas / oil / LPG / electric / other
  • Last 12–24 months fuel cost estimated
  • Boiler age and any recent breakdowns noted
  • Hot water: combi / cylinder / thermal store
  • Radiators: mostly original / partly upgraded / unknown sizes
  • Any existing underfloor heating (rooms?)

3. Emitters & flow temperature

  • I understand heat pumps prefer lower flow temperatures than old boilers
  • I will ask what flow temperature emitters were sized at
  • Radiator upgrades or UFH discussed as options, not afterthoughts
  • If UFH: floor type (solid / joist), height limits, occupied during works?

4. Outdoor unit & noise

  • Possible siting spots photographed (distance to windows, neighbours, boundaries)
  • I will ask about MCS 020 / permitted development noise assessment for the exact position
  • Airflow clearances and condensate drainage path considered
  • Conservation / listed / flat? Planning may differ from standard PD

5. Electrics & future kit

  • Consumer unit age / spare ways noted if known
  • Main fuse size known or “to be checked”
  • Solar / battery / EV planned within 5 years? (tell the designer)

6. Grants & money

  • BUS: expect installer to handle eligible grant (£7,500 typical; £9,000 often for oil/LPG with no mains gas — confirm GOV.UK)
  • Quote shows price before and after grant clearly
  • Running-cost assumptions (SCOP, tariff) written down — not only capital
  • Contingency allowed for emitters / electrics / fabric surprises

7. Installer conversation — must ask

  • Can I see the heat loss and emitter schedule?
  • What capacity does this model have at our design outdoor temperature and flow temperature?
  • Who commissions weather compensation and how is handover done?
  • What happens if rooms are short on the first cold snap?

Next step

Get a planning band for your home, then use this list on real surveys.

HeatWiseSW — independent advice for Devon & Cornwall. Checklists are educational planning aids. Installers provide formal design and quotes.

Next step

Get a realistic planning band for your home, then use the checklist when you speak to installers.