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EV charger installation certificate and checklist
An installation and commissioning record for a home or workplace EV chargepoint. Scan the charger label, record the circuit, protective device and cable, the RCD and DC fault protection and how the outdoor PME restriction is met, then the continuity, insulation resistance, Zs and RCD tests. Record the smart set-up, the property's maximum demand and the DNO notification, take photos and get the customer's signature. If a grant is claimed, record the OZEV-authorised installer and the claim reference. Every question is listed below, and you can fill the live form in on this page.
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What should an EV charger installation record include?
An EV charger installation record should include the charger make, model, serial number and power, the circuit and protective device, cable size and length, the RCD type and DC fault protection, the earthing arrangement and how the PME restriction is met, the test results, load management, the smart set-up, the maximum demand, the DNO notification and the handover to the customer. The formal electrical installation certificate is issued separately.
Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against IET Wiring Matters: RCDs for electric vehicle supply equipment (May 2024), IET: electric vehicle charging installations FAQs (PME earthing, regulation 722.411.4.1), MCS: notifying DNOs, GOV.UK: regulations for electric vehicle smart charge points and GOV.UK Find a grant: EV chargepoint grant for renters and flat owners (OZEV-authorised installers).
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Every question in the EV charger installation template
An EV charger installation and commissioning record: the charger, circuit, RCD and DC protection, PME method, tests, load management, smart set-up, DNO notification, handover and photos. 5 sections and 54 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
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Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Client: the project's customer
- Site: the site, when the form is opened for a space or a product
- Site address: the site address, from the space or the project
Charger
- ProjectShort answerFills in from the project name
- ClientShort answerFills in from the project's customer
- Site*Short answerFills in from the site, when the form is opened for a space or a product
- Site addressShort answerFills in from the site address, from the space or the project
- Date commissioned*Date
- TimeTime
- Installer, and OZEV authorisation if a grant is claimed*Short answer
- Charger make and model*Short answer
- Serial numberShort answer
- Scan the charger labelScan a label: serial number, model number
Optional. Scan the label or tag to capture its numbers.
- PowerChoose one
- 7 kW
- 11 kW
- 22 kW
- CableChoose one
- Tethered
- Untethered (socket)
- Where it is mountedShort answer
- Mark where the charger isShort answer
Useful for a pedestal or a workplace car park. Tap Mark current location at the unit. It saves the coordinates, a grid reference and the accuracy.
- Height of the socket or cable holster above the ground (m)Number
Measure from a photo taken square on, using a door or the charger height from its data sheet as the reference. It is an estimate; close to a limit, use a tape.
- Lowest height in the manufacturer's instructions (m)Number
- Highest height in the manufacturer's instructions (m)Number
- Height against the instructionsWorked out by the formShown when “Height of the socket or cable holster above the ground (m)” is answered and “Lowest height in the manufacturer's instructions (m)” is answered and “Highest height in the manufacturer's instructions (m)” is answered
- Grant claim reference, if anyShort answer
- CheckThis is the installer's site record of the installation and tests. The formal electrical installation certificate is issued separately, from the installer's registration scheme or certification software.
Circuit and protection
- Consumer unit and circuit*Short answer
- Protective deviceChoose one
- MCB type B
- MCB type C
- MCB type D
- RCBO type B
- RCBO type C
- BS 88 fuse
- BS 1361 fuse
- BS 3036 rewireable fuse
- Other
- Rating (A)Number
- Cable size (mm²)Number
- Cable length (m)Number
- RCD and DC fault protection*Choose one
- Type B RCD
- Type A or Type F RCD, with DC fault detection (RDC-DD) in the charger
- Other
- GuidanceBS 7671 regulation 722.531.3.101, as the IET explains it: each charging point needs its own RCD of Type A, F or B, rated at no more than 30 mA. A charger can produce DC fault current, so where it has no DC fault protection of its own a Type B RCD is needed. Where it has DC detection (an RDC-DD), a Type A or Type F RCD can be used.
- Describe the protectionShort answerShown when “RCD and DC fault protection” is “Other”
- Earthing arrangementChoose one
- TN-C-S (PME)
- TN-S
- TT
- How the outdoor PME restriction is metShort answer
For example built-in open-PEN protection or an earth electrode.
Shown when “Earthing arrangement” is “TN-C-S (PME)” - GuidanceBS 7671 regulation 722.411.4.1, as the IET explains it: a PME earthing facility must not be used for charging outdoors unless one of the methods the regulation lists is used, such as an earth electrode or a device that disconnects the supply on an open-PEN fault.Shown when “Earthing arrangement” is “TN-C-S (PME)”
- Earth electrode resistance (Ω)Number
Tests
- Continuity R1 + R2 (Ω)Number
- Insulation resistance test voltageChoose one
- 250 V
- 500 V
- 1000 V
- Insulation resistance, live to live (MΩ)Number
- Insulation resistance, live to earth (MΩ)Number
- WarningBelow 1 MΩ. The IET gives 1 MΩ as the minimum insulation resistance, with a 500 V d.c. test for circuits up to 500 V. Investigate before the circuit is put into service.Shown only when the answers above make it relevant
- PolarityChoose one
- Correct
- Fault
- Earth fault loop impedance Zs, measured (Ω)Number
- Maximum permitted Zs for this device (Ω)Number
From the BS 7671 tables or the device manufacturer.
- Measured Zs as a share of the maximum (%)Worked out by the formShown only when the answers above make it relevant
- WarningMeasured Zs is above the maximum permitted for this protective device. The device may not disconnect in time.Shown only when the answers above make it relevant
- RCD operating time at rated residual current (ms)Number
- Test results needing attentionWorked out by the form
Counts insulation resistance below 1 MΩ at 500 V, Zs above the maximum you entered, an RCD slower than 300 ms and a polarity fault, the same checks as the notes above.
- CheckA test result needs attention. Record what was found and put right before the circuit is put into service, in the photos and the handover notes.Shown only when the answers above make it relevant
- WarningOver 300 ms at the rated residual current. IET guidance gives 300 ms as the maximum for a general non-delay RCD (an S type time-delayed RCD may take up to 500 ms). Check or replace the RCD.Shown only when the answers above make it relevant
- Is load management fitted and set to the main fuse?Yes or No
- Has a test charge been completed with the customer's car or a test unit?Yes or No
Smart set-up and DNO
- Is the charger online, with the app set up for the customer?Yes or No
- CheckCharge points sold for home or workplace use in Great Britain since 30 June 2022 must meet the smart charge point regulations. It keeps charging without a connection, but its smart functions send and receive information, so they need one.Shown when “Is the charger online, with the app set up for the customer?” is No
- Has the customer been shown the default off-peak charging hours, to accept or change?Yes or No
- Maximum demand of the property after installation (A)Number
Including the new equipment and the effect of any load management.
- Network operator (DNO) routeChoose one
- Connect and notify after installation
- Applied and approved before installation
- Not known
- CheckMCS points to one ENA process and form for EV chargers and heat pumps. Where the property's new maximum demand is 60 A or less, the equipment can be connected and the DNO notified within 28 days. Between 60 A and 100 A, apply to the DNO before installing.
- WarningMaximum demand is over 60 A. MCS says to apply to the DNO before installing, not connect and notify.Shown only when the answers above make it relevant
- Date the DNO was notified or approvedDateShown only when the answers above make it relevant
- Days from commissioning to notificationWorked out by the formShown only when the answers above make it relevant
- WarningMore than 28 days after commissioning.Shown only when the answers above make it relevant
- WarningThe approval date is after the commissioning date. Approval is needed before installation.Shown only when the answers above make it relevant
- DNO referenceShort answerShown only when the answers above make it relevant
Handover
- Photos of the installed charger, labels and consumer unitPhotos
- Handed overTick all that apply
- Electrical installation certificate
- Charger manual and warranty
- App login
- How to use and lock the charger
- Customer nameShort answer
- Customer signatureSignature
- Installer name*Short answer
- Installer signatureSignature
See it filled in
A completed EV charger installation report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
EV charger installation FAQs
What RCD does an EV charger need?
The IET explains that BS 7671 regulation 722.531.3.101 requires each charging point to have its own RCD of Type A, F or B, rated at no more than 30 mA. Where the charger has no DC fault protection, a Type B RCD is needed. Where it has DC detection (an RDC-DD), a Type A or Type F RCD can be used. The form records which was fitted.
Do I need to tell the DNO?
Yes. MCS points to one ENA process for EV chargers and heat pumps: where the property's new maximum demand is 60 A or less, connect and notify the DNO within 28 days, and between 60 A and 100 A apply before installing. The form records the maximum demand, route and dates, and warns when notification is late or demand is over 60 A.
Does the charger have to be smart?
Charge points sold for home or workplace use in Great Britain since 30 June 2022 must meet the Electric Vehicles (Smart Charge Points) Regulations 2021, including pre-set off-peak default charging hours that the owner can accept or change. The form records whether the charger is online with the app set up and the default hours shown to the customer.
What about PME earthing outdoors?
The IET explains that BS 7671 regulation 722.411.4.1 does not allow a PME earthing facility to be used for charging outdoors unless one of the listed methods is used, such as an earth electrode or a device that disconnects the supply on an open-PEN fault. The form asks how it is met and records the electrode resistance.
Is this the electrical certificate?
No. It is the installer's site record of the installation and tests, with photos and the customer's signature. The formal electrical installation certificate is issued separately, from the installer's registration scheme or certification software.
Who uses this?
EV charger installers, electrical contractors and fleet and facilities teams installing workplace chargers.
Related
Related templates
Templates that go with the EV charger installation form
An EV charger site survey: customer and grant eligibility, parking and charger position, supply, earthing, consumer unit and existing loads, cable route, Wi-Fi signal for a smart charger and photos.
Record an EV charging unit maintenance visit, visible condition, manufacturer procedure references, functional-check evidence and unresolved faults.
An electrical minor works site record: the work done, the circuit it was on, earthing and protection, continuity, insulation resistance, polarity, Zs and RCD tests, departures and Part P notification.
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