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The irony of this document is not lost; a document stored inside our documentation system showing you how to get into our documentation system.  However, the document is easily downloaded as a PDF (Or a self-contained HTML file if you think the recipient will ...

The irony of this document is not lost; a document stored inside our documentation system showing you how to get into our documentation system.  However, the document is easily downloaded as a PDF (Or a self-contained HTML file if you think the recipient will ...

Introduction to LEAD – modified introduction and summary of contents  The LEAD programme (Local Energy Advice Demonstrator) is led by the Department for Energy Security and Net Zero, working in partnership with the South West Net Zero Hub. This project ...

OVERVIEW OF CUSTOMER JOURNEY      LEAD CUSTOMER JOURNEY  Process  IDENTIFICATION  Qualify LEAD leads (e.g. eligibility tool, referrals, community events)  Create LEAD case in CRM/database system   Add conte...

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Date Who and Details Status 22/4/24 Team - How can we add new comments Looks like they can be done on a page but perhaps not on a chapter Awaiting guidance from Tom 30/4/24 Add a comment to any page that needs deleting to this effect ...

Retrofit Advisors (RAds) will be expected to log their training in a manor which is similar to the example provided below. Training Log: A full version of the document can be found here: Training Spreadsheet    Please note:  this log is a li...

7.1 Legal Compliance  This section covers the main laws partnership members need to comply with and how you can follow the key rules of fair trading and consumer protection. The following law applies to the previously identified retrofit works.  Cons...

8. GDPR  LEAD Consortium Data Protection Policy    1. Purpose The purpose of this policy is to ensure compliance with data protection laws and regulations and to establish guidelines for the proper management and processing of information by the LEAD conso...

 Partner organisations are expected to have appropriate insurance arrangements in place.   These will include:  Employers Liability (EL) Insurance Public Liability Insurance  Product Liability Insurance Professional Indemnity (PI) Insuranc...

8. How to leave feedback or complain about the Local Energy Advice Demonstrator project (LEAD)    Consortium lead agency: Plymouth Community Energy (PEC)  Commissioned by: Department for Energy Security and Net Zero (DESNZ)   8.1 Feedback    LEA...

Summary 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 a...

Summary Phase 1 Process: Identify & qualify lead Book pre-visit with customer Home visit completed by RAd Report & advise delivered to customer  1. Retrofit Advisor & Home Visit  The RA'd is responsible for carrying out the home visit of the property...

  AABC  The Register of Architects Accredited in Building Conservation (AABC) exists for the benefit of clients and the structures they are responsible for. AABC is an independent accreditation body established in 1999 for and by skille...

Phase 2 Process Summary:  Assign a Retrofit Assessor to the client & arrange date for home assessment. Full house energy assessment inc. questionnaire. Full written report/ Whole House Plan (with home energy performance + suggested measures). ...

Installers (Non-renewable measures)   Minimum Requirements  Qualifications/ Accreditations   PAS2030 / Trustmark Proof of CPS   NICEIC, NAPIT, SWIGA, etc.   Public Liability Insurance   £1-5 million   ...