Technical Survey
Book a visit by one of our MCS Certified designers
inventory
Book a Technical Survey
Book a Technical Survey
What is a Technical Survey?
The technical survey is the sixth stage of our heat pump design and installation process, and can be one of two options shown below.
This is a crucial step in the design process because we must demonstrate with full heat loss calculations that our initial design proposal is correct and that the heat pump chosen is well matched to the heat loss of the building.
A heat pump that’s too small won’t keep your home warm enough in winter, while one that’s too large can lead to higher electricity bills and shorten the lifespan of your system. So it’s vitally important we get this right!
The technical survey overview
- Selecting the right manufacturer.
- Confirming the heat pump location.
- Sizing pipework for optimal flow.
- Ensuring permitted development rights.
- Finding the best cylinder location.
- Checking noise levels meet MCS 020.
- Validating electrical load capacity.
- Planning pipe and cable routes.
- Performing MCS heat loss calculations.
- Assessing health and safety risks.
What does the Technical Survey include?
For clarity, we have separated the two options below to explain what’s included in each service.
Option 1: Technical Survey combined with MCS Heat Loss Calculations
In most cases, Option 1: Technical Survey combined with MCS Heat Loss Calculations is used for retrofitting a heat pump or solar system into a building that already has an existing heating system and has been lived in.
These are effectively conversions, which cannot be priced accurately without a survey, as many design factors are affected by what’s already in place.
Option 1: What’s included...
This service provides a fixed price to any location in our coverage area to visit your property and assess suitability for a heat pump or solar panels in greater detail.
Heat Pump Selection Based on Design Needs
Building on the information gathered from the discovery call, we focus on selecting the right heat pump manufacturer that aligns with the design concept from our affiliated partners. This may or may not match our initial proposal.
Confirming Heat Pump Placement
Confirming the heat pump location to ensure all manufacturer clearance requirements are met.
Pipework Sizing for Optimal Performance
Accurately sizing the pipework to achieve the correct flow rate, ensuring the heat pump operates optimally.
Permitted Development and Certification
Ensuring the installation falls under permitted development rights, allowing us to self-certify through MCS without requiring planning permission.
Hot Water Cylinder Positioning
Identifying the best location for the hot water cylinder, considering weight, servicing clearances, and the required hot water capacity based on the property’s size and occupancy.
Noise Compliance Assessment
Conduct a sound power level calculation to confirm that the heat pump is positioned far enough from habitable rooms to meet the noise limits set out in the MCS Document 020.
Electrical Capacity Validation
Performing an electrical validation check to ensure your current consumer unit and main fuse can handle the additional load from the heat pump.
Planning Pipe and Cable Routes
Planning pipe and cable routes and discussing them with you in detail to avoid any surprises on installation day.
MCS-Compliant Heat Loss Calculations
Carrying out full MCS-compliant heat loss calculations to determine the ideal heat pump size and the specific power required for each room. This ensures a comfortable indoor temperature of 21°C, even in freezing conditions. (MCS requires heating systems to be designed for an outdoor temperature of -2°C in the South East of England.) This standard is set by MCS to protect consumers from high electricity bills and ensure heat pumps perform efficiently in cold weather. (MIS 3005 PDF document).
Health and Safety Risk Assessment
Lastly, we assess all health and safety implications of installing your heat pump, including asbestos awareness, working at height, and manual handling, to ensure the safety of our staff and all third parties involved.
All design information gathered, including the full heat loss calculations, belongs to you, without any obligation to proceed with the installation after this visit.
Option 1: What’s the cost?
Technical Survey combined with MCS Heat Loss Calculations
Postcodes
mon-fri 8am-6pm
sat 8am-4pm
DA BR
£332.50
£332.50
SE CR ME TN RM E IG
£332.50
£332.50
WC EC SM SW KT EN SS CT
£332.50
£332.50
N NW W TW RH BN
£332.50
£332.50
copyrightIf your project is within the London Congestion Zone, we will add the charge to your Total Price.
local_parkingAny Parking or Toll charges will be billed separately following satisfactory completion of the job.
calendar_monthPlease note we are closed on Sundays. Our business hours are Mon-Fri 8-6pm, Sat 8-4pm.
calculateAll prices are subject to VAT at 20% excluding materials.
dialogsWe use the Square platform for processing card payments to ensure your security whilst money is changing hands. Read about Square.
Option 2: MCS Heat Loss Calculations without a Site Survey
The second Option 2: MCS Heat Loss Calculations without a Site Survey, is a much simpler approach that doesn’t require a survey visit to design the system accurately, as all the necessary heat loss information, such as insulation types and wall construction, can be obtained from architectural drawings and accompanying documents.
Option 2: What’s included...
Our Heat Loss Calculation service provides an essential foundation for a correctly sized, efficient, and MCS-compliant heat pump system. This service is ideal for new builds or any property where precise design is key.
Room-by-Room Heat Loss Calculations
Using scaled architectural drawings and any available property data, we calculate individual room requirements in line with MIS 3001 standards to ensure accurate sizing and maximum performance.
Annual Heating Requirement
Your property’s total annual heating demand (in kilowatt-hours) is extrapolated from our detailed heat loss assessment.
Tailored System Specification
A carefully selected heat pump and cylinder combination that matches the unique characteristics of your property for optimal efficiency and performance.
Emitter Log
Provides detailed guidance on the correct sizing of radiators and underfloor heating circuits to maintain comfort at your chosen internal design temperature, even at an outside temperature of -2°C.
Performance Estimate
A projection of your system’s new annual running costs and the electrical energy usage needed (in kWh) against your current or previous heating source running costs. (Please note: Savings may vary depending on future energy prices.)
Carbon Savings Assessment
An estimation of CO₂ savings compared to a conventional gas or oil heating system, helping quantify the environmental benefit of your new system.
Permitted Development Sound Assessment
A calculated sound output level to assist in qualifying for installation under permitted development rights, where applicable.
Comprehensive Proposal Pack
We compile all the relevant documents into an easy-to-navigate proposal, including PDFs of all calculations, system specifications, and recommendations, so you can make a fully informed decision.
Options 2: What’s the cost?
MCS Heat Loss Calculations without a Site Survey
Postcodes
mon-fri 8am-6pm
sat 8am-4pm
DA BR
£200
£200
SE CR ME TN RM E IG
£200
£200
WC EC SM SW KT EN SS CT
£200
£200
N NW W TW RH BN
£200
£200
calendar_monthPlease note we are closed on Sundays. Our business hours are Mon-Fri 8-6pm, Sat 8-4pm.
calculateAll prices are subject to VAT at 20% excluding materials.
dialogsWe use the Square platform for processing card payments to ensure your security whilst money is changing hands. Read about Square.
Our process from start to finish
headset_mic1. Initial Enquiry
Our friendly office team will ask you a few key questions about your project to point you in the right direction.
Once we understand a bit more, we will guide you towards either a remote consultation, the heat pump wizard or straight to an on-site technical survey. The first call is all about gathering as much information as possible for us to work with.
conditions2. Remote Consultation Call
Our remote consultation, scoping call, is a free personalised discovery session.
It’s designed to help us gather as much information as possible about your circumstances and assist you in bringing your renewable energy ideas to life.
energy_program_time_used3. Boiler Upgrade Scheme Eligibility
Before drawing up a design, we will check your eligibility for the Boiler Upgrade Scheme grant.
The £7,500 contribution from Ofgem towards your new air source heat pump installation can make a massive difference to your investment, and sometimes, it can be a deal-breaker.
sell4. The Provisional Quote
We use all the information we’ve gathered so far to create an indicative quotation for your project
This will be emailed with datasheets and brochures relating to the chosen products.
quick_phrases5. The Follow-up
A member of our sales team will be in touch to get your feedback on the provisional quote.
They’ll answer any further questions and discuss any adjustments needed to better align it with your budget or specifications.
inventory6. Technical Survey
Once you are generally happy with the price point and the advice you’ve received up to this point, we’ll proceed to the technical survey.
One of our MCS designers will visit your home for a more detailed inspection and refine our initial quotation. A technical survey will not be required for properties in planning and not built since all the information will be obtained via the architectural drawings.
calculate7. Heat Loss Calculation
Using all the data discovered by the technical survey, our designers will determine the correct size radiators or underfloor heating system needed to match our heat loss calculation.
At this stage, the heat pump size may also be adjusted if the provisional size chosen does not align with the building’s heat loss requirements.
signature8. The Contract
You will receive a final quote from us that reflects all our previous discussions, along with a proposal pack.
This pack contains all the necessary MCS-compliant documents to review and sign. At this stage, we hope you feel confident in signing your contract with Cloverleaf and scheduling your project. See our example of the proposal pack for reference.
energy_program_saving9. The Job
Our expert team of installers will manage your job.
They will minimise disruption and keep you informed throughout the project, ensuring your expectations are met as we progress. We are ready to help you move away from fossil fuels!
support_agent10. After-sales
You’re not on your own once we complete your project!
We are always here to support you. Whether you need help over the phone or via video call, we’re happy to guide you as you get to grips with your new technology. You can even book a heat pump service directly through our website, giving you peace of mind that your new system will run at optimal performance in the future.
linkHelpful links: Remote Consultation | Heat Pump Wizard | Technical Survey | Boiler Upgrade Scheme Checker | Find an EPC Certificate.
deskphoneSupport links: Email | 0800 285 1920 | WhatsApp. Our business hours are Mon-Fri 8-6pm, Sat 8-4pm.
inventory
Online Booking
Book your survey online with ease. Fill out the booking form with your details and pay securely through our card processor Square. Our team will then verify your details and contact you as per your instructions to schedule a mutual booking date with our engineer. If you need help before the team call you, simply get in touch or call us.
Follow a manual added link
credit_score
1) Book and pay for an on-site survey
analytics
2) Receive an in-depth expert analysis
You can also call the team to book your Technical Survey on 0800 285 1920 or chat with us on WhatsApp.