Record-keeping requirements
Before selling and installing systems, you must provide written evidence of the following up front to the system owner. This ensures they understand what their system is going to do.
● A contract of sale (or accepted quote).
● Accredited DMRV designer and installer names and details.
● Details on system performance and circumstances in which the system may not perform.
● Information about import and export limits for the system.
● Information about the expected payback period, energy savings or cost savings.
● Any conflicts of interest disclosed to the system owner.
You must also keep a record of all required information for at least 5 years.