What is an MCS F26B?
The MCS F26B is the official heat pump handover certificate. It confirms the installation meets MCS requirements, records a performance estimate and documents the customer handover. It is a fixed form of around sixteen fields.
MCS F26B
Heat Pump Handover Certificate (MCS F26B)
Fill it in on site, sign on screen, and send a professional MCS F26B PDF before you leave the job.
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Need a MCS F26B for your own property? It's issued by the tradesperson who does the work — TradePlanr is the app they use.
The MCS F26B is the handover certificate that confirms a heat pump installation meets MCS requirements. It records that the system has been designed, installed and commissioned correctly and that the customer has been given the information they need to operate it.
It is a key part of MCS certification. The handover certificate, along with the wider MCS documentation, supports registration of the installation and is typically needed to access grant schemes such as the Boiler Upgrade Scheme.
The real F26B is a fixed official MCS form made up of around sixteen fields. TradePlanr helps you capture those details on site and produce a completed PDF, so the handover is documented before you leave the job.
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What it covers
- Customer and installation address details
- MCS-accredited installer and installation company details
- Heat pump make, model and system type
- Confirmation the install has been designed, installed and commissioned to MCS requirements
- A performance estimate for the installation
- Confirmation that the customer handover and demonstration has taken place
- Commissioning and handover date with the required signatures
When it's required
The MCS F26B handover certificate is completed when a heat pump installation is handed over to the customer. It forms part of the documentation an MCS-accredited installer produces to certify the install.
Because MCS certification underpins eligibility for grant schemes such as the Boiler Upgrade Scheme, a properly completed handover certificate is important for both compliance and for the customer accessing any available funding.
It is normally completed alongside the manufacturer's commissioning record, so together they evidence that the appliance was set up correctly and the install meets MCS requirements.
How to issue it in TradePlanr
- 1
Enter installation and installer details
Record the customer address, the MCS-accredited installer and company details, and the heat pump make, model and system type.
- 2
Confirm MCS compliance
Tick off that the installation has been designed, installed and commissioned to MCS requirements, matching the official F26B fields.
- 3
Record performance estimate and handover
Enter the performance estimate for the system and confirm that the customer handover and demonstration has been carried out.
- 4
Sign and store the PDF
Capture the required signatures, then generate a PDF handover certificate to give the customer and keep with your MCS documentation.
Issue this certificate from your phone or the web
TradePlanr generates this and 79 other gas, electrical, oil, plumbing and renewables certificates as proper PDFs — filled on site, signed on screen and stored against the job. Works even with no signal. Free to start.
Frequently asked questions
Why do I need an MCS handover certificate?
It is part of MCS certification for the installation. MCS certification supports registration and is typically needed to access grant schemes such as the Boiler Upgrade Scheme.
Who can complete an F26B?
The handover certificate is completed by the MCS-accredited installer responsible for the heat pump installation as part of certifying the install.
Does the F26B replace the manufacturer's commissioning record?
No. The F26B confirms the install meets MCS requirements, while the manufacturer's Benchmark record confirms commissioning against their instructions. Both are usually completed at handover.
What goes in an MCS handover pack?
The MCS handover pack for a heat pump typically includes the F26B handover certificate, the Benchmark commissioning record, the MCS certificate, the electrical installation certificate, the DNO notification confirmation where applicable, the performance estimate, user instructions and warranty documents.
Related certificates
Heat Pump Commissioning (HHIC Benchmark)
The Benchmark commissioning checklist for air and ground source heat pump installs.
Central Heating Commissioning (Benchmark)
The Benchmark commissioning checklist completed when a boiler or heating system is installed.
Heat Pump Service & Maintenance Record
The annual service and maintenance record for air and ground source heat pumps.
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