“HOW TO” PRESENTATION

“HOW TO” PRESENTATION
Home insulation / Wind power / Solar energy / Heat harvesting / Energy advice

TEST MAIN MENU TITLES FOR 1 LINE
TEST TITLES FOR 2 LINES
COMMISSION SHEETS AND INVOICES
WHATS REQUIRED TO SUBMIT YOUR SURVEYS INCLUDING THE ORDER
THAT THE PAPERWORK NEEDS TO BE IN
SALES UPDATING
TELEPHONE NUMBERS TO CALL IN THE SALES TO THE INBOUND TEAM TO
ENSURE THAT THE SALE IS REGISTERED
WHAT WE SELL
EXPLAINS HHCRO, CERO AND CSCO
CHOOSE A MENU OPTION
DOWNLOADS
ALL THE PAPERWORK DOWNLOADS TO COMPLETE SURVEYS AND
END OF WEEK SUBMISSION
NES SURVEY SHEETS
HOW TO COMPLETE EACH PAGE OF THE SURVEY SHEET INCLUDING
ALL THE ASSOCIATED PAPERWORK

TEST PAPERWORK TITLES FOR DOWNLOADS 1 LINE
TEST TITLES FOR 2 LINES
PAPERWORK DOWNLOADS
HHCRO commission sheet
CERO commission sheet
CSCO commission sheet
INVOICE sheet
BENEFIT assessment form
ECO Landlord Permission Form
BMO Multiple Occupancy Form
SUPPLIER spreadsheet
(FOR AGENCY PARTNERS ONLY)

TEST COMPLETING TITLES FOR THE 1 NES LINE SURVEY SHEET
TEST TITLES FOR 2 LINES
LOFT INSULATION
PLAN DRAWINGS
THE SIZE OF THE LOFT (LENGTH
X WIDTH)
WHERE THE TANKS ARE IN
RELATION TO THE HATCH AND
THE DISTANCE IN METRES
ANY BOARDED AREAS AND THE
SIZE OF THE BOARDED AREAS
ANY DOWN LIGHTERS OR 6-
10MM CABLES
CAVITY INSULATION
PLAN DRAWINGS
THE SIZE OF EACH ELEVATION
(LENGTH X WIDTH)
ADD WHERE EACH AIRBRICK IS
AND THE SIZE
ENSURE YOU MARK WHERE
YOU HAVE SCOPED A HOLE
MARK IF BRUSHES NEED TO BE
INSTALLED
INDICATE IF THERE ARE ANY
SINGLE SKIN AREAS
MAKE SURE ALL WINDOWS AND
DOORS AND CLEARLY MARKED

TEST COMPLETING TITLES FOR THE 1 NES LINE SURVEY SHEET
TEST TITLES FOR 2 LINES
BOTH LOFT AND CAVITY
ENTER YEAR BUILT WITH AN
APPROXIMATE DATE – ASK THE
CUSTOMER
ENTER NO OF BEDROOMS
TICK HOUSE TYPE E.G. MID
TERRACE HOUSE
ENTER GROUND FLOOR AREA AS
THE TOTAL GROUND FLOOR
LIVING AREA
ENTER TOTAL LIVING AREA AS
THE TOTAL GROUND FLOOR
LIVING AREA MULTIPLIED BY
THE NUMBER OF FLOORS
ENTER NO. OF PHOTOS
ATTACHED
BOTH LOFT AND CAVITY
ENTER THE PRODUCT USED
DEPENDING ON THE
INSTALLATION SOLD – FIBRE
(SUPAFIL) OR BEAD. FOR
LOFT INSULATION THEN
TICK ROCKWOOL
BOTH LOFT AND CAVITY
ENTER SCHEME AS CERO (HTT)
OR HHRCO (AW) OR CSCO
ENTER URN NUMBER RECEIVED
FROM THE CALL CENTRE AS THE
REFERENCE NUMBER
ALWAYS TICK SELF GENERATED
LEAVE INVOICE NUMBER BLANK

TEST COMPLETING TITLES FOR THE 1 NES LINE SURVEY SHEET
TEST TITLES FOR 2 LINES
CAVITY INSULATION
ENTER THE TOTAL AREA SIZE OF
ALL ELEVATIONS MINUS THE
OPENINGS
ENTER THE CAVITY DEPTH
MARK THE LOCATION OF SINGLE
SKIN AREAS HERE AND ON THE
DRAWINGS
IF THE PROPERTY HAS ANY SOLID
WALLS THEN TICK HERE
IF THE PROPERTY NEEDS
INTERNAL DRILLING IN A PORCH,
CONSERVATORY GARAGE OR LOFT
THEN TICK HERE.
BOTH LOFT AND CAVITY
RISK CATEGORY SHOULD BE
CIRCLED DEPENDING ON CRITERIA
OF THE SURVEY – PLEASE REFER
TO THE RISK ASSESSMENT
TRAINING PAGE
ENTER ENERGY PROVIDER BUT THE
ACCOUNT NUMBER DOES NOT
NEED TO BE PROVIDED. WITHOUT
A PROVIDER THE GRANT CANNOT
BE CLAIMED.

TEST COMPLETING TITLES FOR THE 1 NES LINE SURVEY SHEET
TEST TITLES FOR 2 LINES
LOFT INSULATION
EXISTING SHOULD NEVER BE MORE
THAN 60MM
REQUIRED WILL EITHER BE 200MM OR
250MM DEPENDING ON EXISTING
JOIST CENTRES ARE 400 OR 600MM
AREA IS THE TOTAL TO BE INSULATED
INCLUDING BOARDED AREAS
ADEQUATE VENTILATION IF THIS IS NOT
TICKED THEN EASY VENTS ARE NEEDED
ROOF PITCH IN METRES FROM TOP OF
THE JOIST
LOFT HATCH DIMENSIONS – IF UNDER
STANDARD SIZE THEN 2 MEN NEEDED
NO. OF COLD WATER TANKS COME IN
SIZES S, M, L, XL
TOTAL PIPEWORK IN METRES
BOTH LOFT AND CAVITY
ACCESS REQUIREMENTS
CONSERVATORY LADDERS FOR
LENGTHS UP TO 3M
EXTENDED CONSERVATORY
LADDERS ARE NOT USED
3 STOREY LADDERS FOR
HEIGHTS OF 7.5M
CRAWLERS/WALK BOARDS FOR
WORKING ON TOP OF FLAT
ROOFS
CAVITY LADDERS FOR THE LOFT
TO DO INTERNAL DRILLING
NEIGHBOUR ACCESS REQ’D IF
THE LADDER GOES INTO THEIR
GARDEN

TEST COMPLETING TITLES FOR THE 1 NES LINE SURVEY SHEET
TEST TITLES FOR 2 LINES
BOTH LOFT AND CAVITY
NOTES SECTION
PROVIDE AS MANY NOTES AS POSSIBLE
THAT WILL AID THE INSTALLERS IN
COMPLETING THE INSTALLATION.
BOTH LOFT AND CAVITY
ENSURE THAT YOU ENTER YOUR
FULL NAME
ENSURE THAT YOU ENTER YOUR
MARK GROUP ID NUMBER
THE ASSESSOR AGENCY WILL BE
NES

TEST COMPLETING TITLES FOR THE 1 NES LINE SURVEY SHEET
TEST TITLES FOR 2 LINES
BOTH LOFT AND CAVITY
CUSTOMER DETAILS
ENSURE THAT THE FULL ADDRESS IS OBTAINED WITH POSTCODE
2 TELEPHONE NUMBERS ARE BETTER THAN 1 TO ENSURE THAT
THE CUSTOMER CAN BE CONTACTED FOR INSTALLATION DATES IF
NEEDED.
BOTH LOFT AND CAVITY
IF THERE IS A CHARGE FOR THE CORE VENT, HWJ OR EASY VENTS
THEN ENSURE THAT THESE COSTS ARE ADDED
ALWAYS TICK IF THE PROPERTY IS OR IS NOT RENTED
IF THEY ARE ON BENEFITS THEN WRITE WHICH ONE AND THEIR
NI NUMBER
IF THERE IS A COST TO PAY THEN TICK THE PREFERRED PAYMENT
REMEMBER TO GET THE CUSTOMER TO SIGN THE PAPERWORK
BEFORE YOU LEAVE.

TEST COMPLETING TITLES FOR THE 1 DISCLAIMER LINE
TEST TITLES FOR 2 LINES
BOTH LOFT AND CAVITY
ENSURE THAT THE NAME,
ADDRESS, POSTCODE AND
DATE OF SURVEY MATCHES
THE MAIN SHEET BECAUSE
THEY MAY BE SEPARATED
ALWAYS GET A SIGNATURE
LOFT INSULATION
ALSO ENSURE THAT IF
THERE ARE ANY ITEMS IN
THE LOFT THAT THIS IS
TICKED
IF THEY WANT THE
INSULATION OVER THE
BOARDS – GET IT TICKED
CAVITY INSULATION
MANY CWI INSTALLS ARE
CANCELLED BECAUSE THE
CUSTOMER DOES NOT
UNDERSTAND THE WORK
INVOLVED
THE MOST IMPORTANT
TICKS ARE MAKING GOOD
OF THE PAINTWORK AND
INTERNAL DRILLING
THERE WILL ALSO BE AT
LEAST 1 TICK ON HERE TO
GET SIGNED
READ THEM AND READ
THEM AGAIN TO ENSURE
EVERYTHING IS COVERED

TEST COMPLETING TITLES FOR THE 1 RISK LINE ASSESSMENT
TEST TITLES FOR 2 LINES
BOTH LOFT AND CAVITY
THE GAS AND ELECTRIC
METERS ALONG WITH THE
STOP COCK HAVE TO BE
LOCATED WHEN DOING
BOTH LOFT AND CAVITY
SURVEYS
ANSWER EACH QUESTIONS
COMPLETELY TO ENSURE A
SMOOTH INSTALLATION
IF THE CUSTOMER
REQUIRES A CORE VENT
THEN EXPLAIN THE
PROCESS TO THE
CUSTOMER
BOTH LOFT AND CAVITY
ENSURE THAT THE NAME,
ADDRESS AND POSTCODE
MATCHES MAIN SHEET.
ENSURE THAT THE RISK
CATEGORY MATCHES THE
MAIN SHEET
ALWAYS SIGN THE LEFT SIDE
THE TSA
LOFT INSULATION
ENSURE YOU ALWAYS PROVIDE
PHOTOS OF ISSUES
THE LOFT IS ALWAYS WEIGHT
BEARING
MOST PROPERTIES DO NOT
HAVE FIRE PROTECTION IN THE
LOFT

TEST COMPLETING TITLES FOR THE 1 RISK LINE ASSESSMENT
TEST TITLES FOR 2 LINES
CAVITY INSULATION
THERE CAN BE A NUMBER OF ISSUE WHEN
DOING A SURVEY FOR CWI AND THESE NEED
TO BE NOTED ON THIS FORM
ENSURE THAT YOU TAKE PHOTOGRAPHS
OF ANY ISSUES BUT DO NOT STICK THEM
TO THIS PAGE ATTACH THEM TO THE BACK
MAKE NOTES ON EACH ELEVATION IF
THERE IS AN ISSUES LIKE SLOPING PATHS
OR NARROW PASSAGE WAYS
MAKE SURE THAT YOU ALWAYS SIGN THE
FORM ALONG WITH THE CUSTOMER
ASWELL ELSE THE INSTALLATION CANNOT
GO AHEAD

TEST BENEFIT TITLES ASSESSMENT FOR 1 LINE FORM
TEST TITLES FOR 2 LINES
THIS FORM HAS TO BE COMPLETED FOR ALL
HHCRO SPG CUSTOMERS
ENSURE THE NAME AND ADDRESS IS COMPLETED
ENSURE THE BENEFIT NUMBER OR NI IS ON
THERE WITHOUT IT CANNOT BE PROCESSED
ALWAYS DOUBLE CHECK IF THE CUSTOMER IS ON
EITHER OF THE 2 COMBINATIONS. IF THEY ARE ON
3,4,5 THEN CHECK IF THEY HAVE A,B,C,D,E. IF THEY
ARE ON 6 THEN CHECK THEY HAVE A,B,C,OR D.
YOU NEED PHOTOGRAPHIC PROOF OF THE
BENEFITS THEY ARE ON WHICH CAN BE A DWP
STATEMENT.
YOU NEED PHOTOGRAPHIC PROOF THAT
THEY OWN THE PROPERTY. THIS CAN BE A
MORTGAGE STATEMENT OR PROPERTY DEEDS.
YOU CAN ALSO RETRIEVE THIS INFORMATION OFF
THE LAND REGISTRY WEBSITE (ACCOUNT NEEDED)

TEST LANDLORD TITLES FOR PERMISSION 1 LINE FORM
TEST TITLES FOR 2 LINES
WHEN SHOULD THESE FORMS BE
COMPLETED
WHEN THE HOUSE IS OWNED BY THE
FOLLOWING:-
PRIVATE LANDLORDS
HOUSING ASSOCIATION
LOCAL AUTHORITY
FAILURE TO GET PERMISSION FROM THE
PROPERTY OWNER WILL RESULT IN A
REJECTED SALE AND A POSSIBLE PAYMENT
PENALTY

TEST MULITPLE TITLES OCCUPANCY FOR 1 LINE FORM
TEST TITLES FOR 2 LINES
WHEN SHOULD THESE FORMS BE
COMPLETED
WHEN YOU ARE SIGNING UP THE
FOLLOWING:-
FLATS UP TO 3 STOREYS HIGH
MULTIPLE OCCUPANCY LIKE 4 IN BLOCK
PLEASE ENSURE THAT ALL SURVEYS AND
THIS FORM ARE KEPT TOGETHER. YOU
WILL NOT HAVE TO CALL THESE SALES IN.
ALWAYS GET THE BUILDING
MANAGER/WARDEN TO SIGN THE
PAPERWORK WHO WILL BE AVAILABLE FOR
THE INSTALL

WHAT SCHEMES WE SELL
Carbon Emissions Reduction
Obligation
ANY CUSTOMERS
CAVITIES 40-49mm
3 STOREY PROPERTIES (7.5m)
ALL ELEVATIONS MUST BE SCOPED
YOU CAN ONLY DO LOFT INSULATION
WITH 1 OF THE ABOVE
LOFTS UP TO 60mm existing
Home Heating Cost Reduction
Obligation
SPG CUSTOMERS ONLY
CAVITIES 50-90mm
LOFTS UP 60mm existing
FOR BOTH SCHEMES THERE IS
NO RESTRICTIONS ON THE SIZE
OF THE PROPERTY

WHAT SCHEMES WE SELL
Carbon Saving Communities
Obligation
Any customer within the postcode area
CAVITIES 50-90mm
LOFTS UP 60mm existing
FOR CSCO THERE IS NO
RESTRICTIONS ON THE SIZE OF
THE PROPERTY
**PLEASE NOTE**
THESE ARE POSTCODE SPECIFIC SALES ONLY
UNLESS YOU ARE GIVEN THE SPECIFIC POSTCODES
FOR YOUR AREA THEN YOU ARE UNABLE
TO DO CSCO SALES

TEST COMMISSION TITLES FOR SHEETS 1 LINE
TEST TITLES FOR 2 LINES
All the commission sheets will be the same (CERO,
CSCO, HHCRO)
If in doubt please contact your TMO or ASM. Any
commission sheets received incomplete will be
returned to be completed again.
POINTS TO REMEMBER
ALWAYS ENTER YOUR FULL NAME /
AGENCY NAME
ENTER YOUR ACCOUNT NUMBER (IF
AN AGENCY)
ENTER THE CONTRACTOR TO BE USED
(ASK YOUR ASM)
ONLY ENTER YOUR COMMISSION IN
THE LAST COLUMN
IF YOU CANNOT OBTAIN AN INSTALL
DATE ENTER NES TO CALL £10
ADMIN CHARGE
IF YOU ARE USING DIFFERENT
CONTRACTORS THEN YOU DO
DIFFERENT COMMISSION SHEETS

TEST INVOICES TITLES FOR 1 LINE
TEST TITLES FOR 2 LINES
POINTS TO REMEMBER
PLEASE ENSURE YO ENTER YOUR NAME AND ADDRESS
IF YOU ARE VAT REGISTERED THEN ENTER YOUR NUMBER
USE A CONSECUTIVE INVOICE NUMBER LIKE AW01
ALWAYS REMEMBER YOR ACCOUNT NUMBER (AGENCY
PARTNERS ONLY)
IF THERE ARE ADMIN CHARGES THEY WILL BE DEDUCTED
FROM YOR INVOICE E.G. NES OBTAINING INSTALL DATES
AND PROOFS OF OWNERSHIP

TEST WHERE TITLES AND FOR WHEN 1 LINE TO SEND
TEST TITLES FOR 2 LINES
POINTS TO REMEMBER
ALL SURVEYS ARE TO REACH US BY 10AM ON
MONDAY. ANY SURVEYS RECEIVED AFTER THIS
TIME WILL GO ONTO THE FOLLOWING WEEK
PLEASE ENSURE YOU USE REGISTERED SPECIAL
DELIVERY – WE CANNOT TAKE RESPONSIBILITY
FOR LOST SURVEYS
PLEASE ENSURE YOU ARE USING THE CORRECT
ADDRESS WHICH IS ON THE INVOICE
IF YOU HAVE ANY DOUBTS PLEASE CONTACT
YOUR ASM

TEST PAPERWORK TITLES FOR ORDER 1 LINE
TEST TITLES FOR 2 LINES
ENSURE THEY ARE STAPLED TOGETHER
IN THE TOP LEFT CORNER
1 ST – WHITE COPY
2 ND – BENEFIT FORM (IF REQUIRED)
3 RD – DISCLAIMER (IF REQUIRED)
4 TH – RISK ASSESSMENT
5 TH – LLP FORM (IF REQUIRED)
6 TH – PHOTO’S
PLEASE BATCH ALL
YELLOWS TOGETHER IN
1 PILE IN THE SAME
ORDER AS THE
SURVEYS

CALLING IN SALES
You MUST call in to the call centre from the customers house at the end of every sale to
ensure that it can be processed and In most cases we will be speaking to the customer
to confirm some details.
PHONE NUMBERS
08081 812 244
(Freephone from customers house)
01792 720 019
(use from your mobile)