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EVSE (EV Charger) Installation & Safety Handover — Free Template

Run this EVSE (EV Charger) Installation & Safety Handover from your phone — online or offline — and get a finished PDF report when you're done.

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8
Inspection areas
50
Checkpoints · Pass / Fail / N·A
7critical
High-severity flags
Yes
Photo & signature support
trades
Based on

Overview

What is An EVSE (EV Charger) Installation & Safety Handover?

An EVSE (EV Charger) Installation & Safety Handover is a structured checklist that helps inspectors systematically verify compliance with the relevant standards or operational requirements. Completing the inspection on mobile produces a timestamped PDF that can be shared immediately with clients or management.

The checklist

Every checkpoint, in full

A read-only preview of the live template. Clone it to run the inspection on mobile, where each item records Pass, Fail or N·A with optional photos and notes.

PassFailN·A
01

Site & Installation Info

11 checks

NOTENote on Usage

This handover record is based on DOE Alternative Fuels Data Center EVSE installation guidance and the requirements codified in NEC Article 625 (EV charging). Completing it does not guarantee code compliance and does not replace the authority-having-jurisdiction (AHJ) permit and inspection or any required utility approval. The licensed installer remains responsible for a safe, code-compliant installation.

Installation date

Date

Installation address

Text

Installer name and license / certification number

Licensed electrician or certified EVSE installer performing the work.

Text

Charger make and model

Enter the manufacturer and model as printed on the unit's nameplate.

Text

Charging level

Level 1 (120 V)Level 2 (240 V)DC fast charge

Charger amperage rating

Rated output current of the EVSE as listed on the nameplate.

Number (A)

Connection method

HardwiredPlug-in / receptacle

Receptacle type

Type of dedicated receptacle used for the plug-in unit.

NEMA 14-50NEMA 6-50NEMA 6-20Other

Outdoor location?

Gates the weatherproof-enclosure check. Select Yes for any unit exposed to weather.

YesNo

Commercial / public installation?

Gates impact-protection and accessibility checks that apply to commercial and public sites.

YesNo

Installed on a shared / load-managed circuit?

Gates the load-management / CT verification check. Select Yes when the EVSE shares a circuit or uses load sharing.

YesNo
02

Electrical Supply & Circuit

8 checks

Service / panel capacity adequate for the added load

Confirm the existing service and panel can carry the EVSE load. A service load calculation should support this (NEC 220 — reference).

PassFailN·A

Service load calculation performed?

Documents that the added continuous load was evaluated against the service (NEC 220 — reference).

YesNo

EVSE on a dedicated branch circuit

PassFailN·A

Overcurrent protection sized for the continuous loadCritical

Breaker / OCPD rated at least 125% of the charger's continuous output current (NEC 625 / 210.19 — reference). Example: a 40 A charger needs a 50 A circuit.

PassFailN·A

Branch-circuit breaker / OCPD rating

Record the installed breaker size. Should be at least 125% of the charger's continuous output current.

Number (A)

Conductor / wire gauge correct for the circuit ampacityCritical

Conductors sized for the breaker and continuous-load rating, including any derating (NEC 625 / 310 — reference).

PassFailN·A

Wiring method and conduit appropriate and secured

PassFailN·A

Disconnecting means provided where requiredCritical

A readily accessible disconnect is required where the code or the equipment rating calls for one (NEC 625 — reference).

PassFailN·A
03

Protection & Grounding

6 checks

GFCI / CCID protection present and testedCritical

Ground-fault / charging-circuit interrupting protection installed and verified to trip (NEC 625 / 210.8 — reference).

PassFailN·A

Equipment grounding and bonding completeCritical

Equipment grounding conductor landed and all metal parts bonded (NEC 625 / 250 — reference).

PassFailN·A

Ground continuity / resistance testCritical

Measure equipment-grounding continuity to the panel ground. A low reading confirms a solid bond; a high reading indicates a poor or open ground. Pass band: 1 ohm or less.

Number (ohm)

Terminations torqued to specification

All lugs and terminals tightened to the manufacturer's torque values; mark each torqued connection.

PassFailN·A

Photo of torqued termination marks

Capture the torque-witness marks on the breaker and EVSE terminations as evidence.

Photo

Outdoor enclosure rated and weatherproofCritical

Outdoor-rated enclosure, gaskets intact, and entries sealed against water ingress (NEC 625 / 110 — reference).

PassFailN·A
04

Mounting & Physical

5 checks

Unit securely mounted at the correct height

PassFailN·A

Cable management and connector holster installed

PassFailN·A

Required clearances around the unit maintained

PassFailN·A

Vehicle-impact protection provided

Bollard or equivalent barrier where vehicles could strike the unit (commercial / public sites).

PassFailN·A

Accessibility / ADA stall provisions met

Accessible space, reach range, and unobstructed access where required for public charging (ADA / local code — reference).

PassFailN·A
05

Commissioning & Test

5 checks

Unit energizes and powers on

PassFailN·A

Supply voltage measured at the unit

Measure line voltage at the EVSE under load and compare to the expected service voltage for the charger level (e.g., ~240 V for a Level 2 unit, ~120 V for Level 1). A low reading under load can indicate excessive voltage drop or a loose connection.

Number (V)

Successful charge test completed

Verify the unit delivers a charge with a vehicle or a test load.

PassFailN·A

No fault or error codes present after commissioning

PassFailN·A

Load management / current transformer install verified

Confirm CT placement and load-sharing limits when the EVSE shares a circuit.

PassFailN·A
06

Client Handover & App Pairing

7 checks

Charger paired to client Wi-Fi / network and app

Mark N/A for a non-networked unit.

PassFailN·A

Client account created in the charger app

Mark N/A for a non-networked unit.

PassFailN·A

Client shown how to start and stop a charge

PassFailN·A

Scheduling / managed charging explained to client

PassFailN·A

Manufacturer warranty registration completed

PassFailN·A

Documentation and manuals left with client

PassFailN·A

Photo of the paired app or charger screen

Optional: capture the app showing the charger online or a completed test session.

Photo
07

Safety

2 checks

Lockout / tagout applied during installation

Circuit de-energized and locked out before working on energized parts (OSHA electrical — reference).

PassFailN·A

Appropriate PPE used for the task

Shock and arc-flash PPE appropriate to the work performed (OSHA electrical — reference).

PassFailN·A
08

Client Information

6 checks

Client name

Name

Client email

Where the branded handover report is delivered.

Email

Work performed and notes for the client

Text

Installer signature

Signature

Client acknowledges handover and safe-use instructions?

Confirms the client received the walkthrough and documentation.

YesNo

Client acknowledgment signature

Signature

Yours to edit

Not quite how your site runs?

Clone it and the checklist becomes yours in seconds. Reword a checkpoint, drop in a whole new section, flag what's critical, and add photo or signature fields wherever proof matters. No code, no form-building.

+ Add a section✎ Reword any check⚑ Flag critical⤓ Photo & signature

Field procedure

How to run this inspection

Walk the site area by area. Mark each checkpoint Pass, Fail or N·A as you go, and add a photo on any Fail to document it for the report.

STEP 01

Site & Installation Info

Check all items in the Site & Installation Info area and record Pass, Fail or N·A for each.

STEP 02

Electrical Supply & Circuit

Check all items in the Electrical Supply & Circuit area and record Pass, Fail or N·A for each.

STEP 03

Protection & Grounding

Check all items in the Protection & Grounding area and record Pass, Fail or N·A for each.

STEP 04

Mounting & Physical

Check all items in the Mounting & Physical area and record Pass, Fail or N·A for each.

STEP 05

Commissioning & Test

Check all items in the Commissioning & Test area and record Pass, Fail or N·A for each.

STEP 06

Client Handover & App Pairing

Check all items in the Client Handover & App Pairing area and record Pass, Fail or N·A for each.

Run your first EVSE (EV Charger) Installation & Safety Handover today

Clone the template, inspect from your phone, and hand over a finished PDF report before you leave the floor.