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This document serves as a guidance checklist for Green Deal Advisors to ensure all necessary points are covered during a Green Deal assessment visit, including customer consent, verification of property
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How to fill out green deal customer briefing
How to fill out Green Deal Customer Briefing Check List
01
Start by gathering all necessary information related to the customer's energy needs.
02
Review the sections of the Green Deal Customer Briefing Check List.
03
Fill out the customer's personal details, including name, address, and contact information.
04
Assess the current energy usage of the customer and record it in the appropriate section.
05
Identify and list relevant energy-saving measures suitable for the customer.
06
Discuss financing options available under the Green Deal and note them down.
07
Provide information on the benefits of the Green Deal program.
08
Ensure the customer understands the terms and conditions by going through them together.
09
Finalize the checklist and ask the customer for their signature to confirm understanding.
Who needs Green Deal Customer Briefing Check List?
01
Homeowners looking to improve energy efficiency in their properties.
02
Landlords seeking funding for energy upgrades.
03
Tenants wanting to understand their energy options.
04
Local authorities and organizations involved in community energy efficiency programs.
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What is Green Deal Customer Briefing Check List?
The Green Deal Customer Briefing Check List is a document designed to provide customers with essential information regarding the Green Deal scheme, which aims to improve the energy efficiency of homes and properties in the UK.
Who is required to file Green Deal Customer Briefing Check List?
The Green Deal Customer Briefing Check List must be filed by Green Deal providers and contractors who are involved in the delivery of Green Deal assessments and installations in properties.
How to fill out Green Deal Customer Briefing Check List?
To fill out the Green Deal Customer Briefing Check List, providers should ensure all required sections are completed accurately, including customer details, property information, and specifics about the energy efficiency measures being proposed.
What is the purpose of Green Deal Customer Briefing Check List?
The purpose of the Green Deal Customer Briefing Check List is to inform customers about their rights and responsibilities under the Green Deal, ensure transparency in the process, and help customers make informed decisions regarding energy efficiency improvements.
What information must be reported on Green Deal Customer Briefing Check List?
The Green Deal Customer Briefing Check List must include information such as the customer's name and contact details, property address, energy-saving measures proposed, potential costs, financing options, and any rights to cancel or appeal.
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