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 | |
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Home Owner (HO) |
Person engaging with a LEAD partner to explore retrofit journey for their property |
• Provide information about their property both pre-visit (e.g. over phone or by email) and during visit • Give access to their property for a home visit that will typically last 1 to 1.5 hours |
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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 |
include example of pre-visit questionnaire? (from CoC document or other? |
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Optionally...
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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 |
include example of retrofit assessment questionnaire? |
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Additional service.... (PHASE 2) |
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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 |
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| 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? |
Add PAS2035 definitions of above roles for more details?