G98 and G99 paperwork: a job-file checklist for electrical installers

Confirm the route before preparing the form

Before starting the paperwork for a solar or battery job, record which network operator serves the property and which route the responsible installer has checked. Do not leave that decision to whoever is typing the form.

This guide is about organising the installer’s admin. It is not a way to choose a connection route from the size of one item of equipment. Existing generation, the proposed arrangement and any export limitation need technical review. Use the current guidance for the network serving the actual site.

SSEN publishes separate application and commissioning forms, including fast-track documents. Start from the operator’s current document page rather than an attachment saved from an old job.

Sources: SSEN: G98/G99 requirements and forms

Make one connection file for the job

The desk can collect the information the current form asks for and flag gaps. Technical ratings, diagrams, protection details and declarations must come from the responsible person or the approved equipment records.

Keep the equipment description consistent across the quote, design and application. If a model changes, send that change back for technical review before reusing the old paperwork.

For example, SSEN’s generation page lists the appropriate forms, a site boundary plan, the supply-point layout and generation details. It also specifies a letter of authority when the applicant is not the landowner or occupier, subject to the stated exceptions. Other operators and routes can ask for different information. Build your collection list from the actual form.

• Property and customer details, supply reference where required and the network operator.
• Existing generation or storage information supplied by the installer.
• Approved proposed equipment, quantities, ratings and supporting documents.
• The required drawings and diagrams, with a version and named approver.
• The confirmed application or notification route and required next step.
• Permission or authority to submit on the customer’s behalf where required.

Sources: SSEN: generation application information and authority

Separate submitted, acknowledged and approved

Save the actual submission and reference against the job. Record a receipt as a receipt; do not mark the job approved because a message arrived.

National Grid describes a fit-and-notify process for installations meeting its single-premises G98 criteria, with notification within 28 days of commissioning. That is a specific route, not a deadline to apply to every solar or battery job. Have the installer confirm the route and any permission needed before work or connection proceeds. Record the applicable date from the current operator guidance.

Sources: National Grid: single microgeneration G98 process

Give every query an owner

When the operator asks for more information, copy the request into the job record and identify who can answer it. Check the latest approved equipment and diagram rather than replying from an old attachment.

Use a short status note with the reference, the outstanding question and the next action. Agree a follow-up date based on the actual correspondence; do not promise the customer a decision date the operator has not given.

Invented handover example Job: [site and job number] DNO and application reference: [operator / reference] Current status: information requested; not marked approved Missing item: revised diagram for the substituted equipment Owner: responsible installer to approve the diagram and confirm whether the change affects the route Next desk action: submit the approved revision, retain the sent version and save the acknowledgement Customer update: explain what is outstanding; do not promise an unconfirmed approval date

Close the record after the required final step

A design change, an approval condition or commissioning paperwork can leave further actions after the first application. Keep those actions visible until the responsible installer confirms what is required has been completed.

The desk can organise the documents and handle the admin correspondence. You retain the connection decisions and technical declarations. Use the Admin Handover Pack to agree that boundary and test it on the next job.

A short weekly DNO admin check

Open the jobs with outstanding connection paperwork. Work through these questions against each job. This is an admin review; the technical approval remains with the installer.

If somebody tells you “the DNO paperwork is done”, ask which stage is complete. A submission, an acknowledgement and an approval are different records. Keep that distinction in your customer update.

• Have we saved the route the installer confirmed and the current form or guidance used?
• Does the file describe the equipment actually being installed, including approved changes?
• Was the required submission made, and have we saved its actual reference and sent documents?
• Is there an unanswered query, a condition or a commissioning step? Who owns it?
• What is the next action and applicable due date?
• Which approved records still need to go to the customer?