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GDPR

LEAD Guidance Document 7. GDPR

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

Updated 11 months ago by Jemma Jewkes ( SDCE )

Training Matrix

LEAD Guidance Document 4. Training

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

Updated 11 months ago by Didier Cavrot

Annex XXXX: Example Health and Safety Risk Assessment Questionnaire

LEAD Guidance Document 3. Job Roles and Process Management

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

Updated 11 months ago by Ciara Longley ( PCC )

Annex XXXX: Common Health And Safety Risks and Relevant Regulations

LEAD Guidance Document 3. Job Roles and Process Management

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

Updated 11 months ago by Ciara Longley ( PCC )

Health and Safety

LEAD Guidance Document 3. Job Roles and Process Management

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

Updated 11 months ago by Ciara Longley ( PCC )

Process Management - Phase 1

LEAD Guidance Document 3. Job Roles and Process Management

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

Updated 11 months ago by Jemma French ( DE )

Overview of Customer Journey

LEAD Guidance Document 2. Customer Journey

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

Updated 11 months ago by Jemma French ( DE )

Pre-visit telephone questionnaire template

LEAD Guidance Document 10. Templates

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

Updated 11 months ago by Didier Cavrot

Proving competence

LEAD Guidance Document 4. Training

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

Updated 11 months ago by Didier Cavrot

remove this page

LEAD Guidance Document 3. Job Roles and Process Management

Updated 11 months ago by Didier Cavrot

Complaints

LEAD Guidance Document 8. Complaints

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

Updated 11 months ago by Kate Royston

another New Page

LEAD Guidance Document 6. Contracts and Pricing

Updated 11 months ago by Kate Royston

Legal Compliance around Contracts and Agreements with Consumers

LEAD Guidance Document 6. Contracts and Pricing

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

Updated 11 months ago by Kate Royston

Insurance Arrangements Overview

LEAD Guidance Document 5. Insurance

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

Updated 11 months ago by Kate Royston

Changes needed

LEAD Guidance Document

Date Who and Details Status 22/4/24 Team - How can we add new comments Looks lik...

Updated 11 months ago by Kate Royston

A

LEAD Guidance Document 1. Introduction and Purpose

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

Updated 11 months ago by Kate Royston

Process Management - Phase 2

LEAD Guidance Document 3. Job Roles and Process Management

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

Updated 1 year ago by Jemma French ( DE )

Job Roles

LEAD Guidance Document 3. Job Roles and Process Management

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

Updated 1 year ago by Didier Cavrot

Supporting Document XXXX

LEAD Guidance Document 3. Job Roles and Process Management

     

Updated 1 year ago by Jemma French ( DE )

Supporting Document XXXX - Installer Checklist

LEAD Guidance Document 3. Job Roles and Process Management

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

Updated 1 year ago by Jemma French ( DE )