LEAD Guidance Document

Introduction to LEAD – modified introduction and summary of contents  The LEAD programme (...

OVERVIEW OF CUSTOMER JOURNEY      LEAD CUSTOMER JOURNEY  Process  IDENTIFICATION  ...

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Summary The table below lays out the various key delivery roles and their basic purpose. As rele...

Summary Phase 1 Process: Identify & qualify lead Book pre-visit with customer Home visit com...

Phase 2 Process Summary:  Assign a Retrofit Assessor to the client & arrange date for home...

Installers (Non-renewable measures)   Minimum Requirements  Qualification...

  HEALTH AND SAFETY   Introduction This section outlines the basic minimum health and safety ...

  Common Health and Safety risks and relevant regulations:  Health and safety at work act 1974 ...

  HEALTH AND SAFETY RISK ASSESSMENT QUESTIONAIRE Risk assessment conducted by: ...

Retrofit Advisors (RAds) will be expected to log their training in a manor which is similar to th...

This guidance document should be followed in relation to  every type of work and every trade an...

 Partner organisations are expected to have appropriate insurance arrangements in place.   These...

7.1 Legal Compliance  This section covers the main laws partnership members need to comply with ...

8. GDPR  LEAD Consortium Data Protection Policy    1. Purpose The purpose of this policy is t...

8. How to leave feedback or complain about the Local Energy Advice Demonstrator project (...

  AABC  The Register of Architects Accredited in Building Conservation (A...

Below is a template for a pre-visit questionnaire that can be done over the phone.  Whilst all LE...