Job Roles

The table below lays out the various key delivery roles and their basic purpose. As relevant reference is made back to the customer journey above; and the Appendix number provided for the more detailed info including role description, qualifications and accreditations required can be found.

Role	Description	Service provided
Retrofit Advisor (RAd)	Person providing retrofit advice to clients and householders during LEAD home visits	• Initial contact with HO including pre-visit telephone call • Meeting with the HO in the first instance during the LEAD home visit • Produce a post-visit report with recommendations including grants • Educating and informing HOs in what they can expect from other retrofit professionals and the type of measures that could be appropriate • Assisting HO’s in evaluating which measures may or may not be suitable for their home use, lifestyle, budget or physical dwelling • Offer Whole House Plan service to able-to pay clients
		Optionally...
Retrofit Assessor (RAs)	Person completing the whole house plan	• Carry out extensive Retrofit Assessment of property • Produce Whole House Plan • Discuss and explain WHP with client
		Additional service.... (PHASE 2)
Retrofit Coordinator (RC)	Person with overall responsibility for assisting client to having actual measures installed by Retrofit Installers	• Set client expectations as to what can be achieved (working with our Retrofit Advisor)  • Assist client decision-making  • Ensure clients take an appropriate direction through their Retrofit Project in terms of scale, costs, other priorities, etc. • The role covers three main areas: - Advice and Co-ordination, - Procurement advice - Quality Assurance
Retrofit Installer	(Vetted) Company chosen by customer to install measures	• Agree prices for works to be complete in the form a quote • Form works agreement with customer • Comply with LEAD policies while works are completed Provide all required documents to cover as listed within Appendix 8.7.	delete highlights?