GREEN DEAL SOFTWARE SOLUTIONS. Stroma Certification May 2013 Issue 1.1. Lead Generator Widget. GDAO Module RSAP+ OSA15

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1 GREEN DEAL SOFTWARE SOLUTIONS GDAO Module Lead Geerator Widget RSAP+ OSA15 Fulget CRM Gree Deal Eterprise TGDFC Iteractio GDI Module Notificatio Tool Stroma Certificatio May 2013 Issue

2 A collaborative partership Stroma Certificatio ad Fulget Techologies preset a comprehesive software mechaism for Gree Deal Providers ad participats, which maages the Gree Deal jourey from lead geeratio to obligatory fulfilmet, ad Eergy Compaies Obligatio. This solutio was developed through a collaborative partership betwee accreditatio body Stroma Certificatio, a recogised idustry leader i eergy performace calculatio/assessmet software ad scheme provider; ad Fulget Techologies Ltd. log established database specialists ad Microsoft Developmet Parters, with valuable experiece i CERT ad CESP. The partership draws o both parties expertise areas: Stroma provides: Eergy Performace of Buildigs Directive (EPBD) accreditatio schemes ad software uder the approval of the Secretary of State of the Departmet for Commuities ad Local Govermet (DCLG), certifyig approximately 30% of all active Eergy Assessors workig withi the idustry. The effective relatioship complemets existig cliet service ad promotes compliat progressio withi the Gree Deal ad ECO frameworks, ehacig iteractio levels betwee processes ad cliet itegratio. The stregth of the two brads ad busiess ethic s drives forward clear routes ad pricig structures withi the complexities of the scheme derivatives that GDPs ca deped upo. Followig sigificat ivestmet, the combied solutio is robust, compliat ad thorough. Fulget provides: A tried ad tested, robust ad reliable work flow system that provides maagemet, reportig ad compliace tools at every stage of the Gree Deal process. A complete solutio from the prospect stage through to surveyig, istallatio, quality ispectio, Ofgem reportig, warraty ad service. It is provided as a fully hosted ad supported system, or Software as a Service (SaaS). The Departmet of Eergy ad Climate Chage (DECC) ad Uited Kigdom Accreditatio Service (UKAS) created the Gree Deal accreditatio schemes, i which Stroma Certificatio is participatig, to the BS EN 45011:1998 stadard. Tradig for over te years, the Stroma Group is a well-established orgaisatio with a strog reputatio i the buildig eergy-efficiecy ad compliace sectors. Stroma Certificatio is able to certify: 1. Domestic Gree Deal Advisors. 2. No-Domestic Gree Deal Advisors. 3. Gree Deal Assessor Orgaisatios. 4. Gree Deal Istallers domestic ad o-domestic. 5. Micro-geeratio istallatios. Fulget was established i 1992 ad specialises i the developmet ad hostig of Web Based applicatios writte i Microsoft.Net ad SQL server. Fulget is a Microsoft Developmet Parter ad PAF solutio provider. Gree Deal Eterprise is a developmet of the award-wiig Scheme Maager Eterprise software which eabled E.ON, power ad EDF to successfully maage their CERT ad CESP schemes, processig over 5 millio properties ad early 15 millio measures, ad passig umerous Ofgem audits. 2 Cotact Matt Ferguso at Stroma o or m.ferguso@stroma.com

3 Fulget Fulget s Gree Deal Eterprise software is writte i MS.Net ad will ru o MS SQL server database, which provides a thoroughly scalable solutio. The Microsoft Reportig Server allows reports to be desiged ad ru o a adhoc ad/or scheduled basis, with a variety of output formats. Coectig to Stroma s RSAP+ software ad associated web services, Gree Deal Eterprise eables authorised users to upload ad dowload data via desktop or mobile devices. It works i sychroisatio with the Gree Deal ad ECO pre-qualificatio, EPC, OA, Gree Deal Fiace ad ECO calculatio egies. Workflow Features Job Maagemet Each property is recorded ad validated as a job, with iformatio such as applicat details, ladlord details, additioal correspodece, cotact details recorded ad various aalysis headigs such as property type ad marketig codes. All data is validated, with the flexibility for choosig validatio criteria. Documetatio Various documets such as customer registratio letters ca be produced automatically by the system. Jourals Ay actio or chages withi the system are recorded as a joural, which provides a complete audit trail. Documetatio ad imagery may be liked to a joural as supportive evidece. Assessmet Allocatio Upo validatio, the assessmet will be allocated to a suitably qualified assessor. Allocatio rules ca be applied. These are features for participat profilig ad Professioal Isurace ad qualificatios records, icludig storage of scaed documetary proof. Assessmet Details Assessmet results are recorded agaist each job with the recommeded measures. The data ad associated attributes are liked for retrieval. Actio Jourals Actio jourals allow a thread of liked actios to be recorded; for istace, a failed attempt to retur a call could be recorded with a actio to call agai. Pricig Pricig rules ca be based o a combiatio of Scheme, Istaller, Property Type, Heatig Type ad Age. Pricig ca be uit, carbo to or pece per poud based. Measures Measures/recommedatios are the allocated to appropriately qualified Istallers. Allocatio rules are applied ad ca be customised to suit, eablig the source of the referral, work volumes, pricig, postcode ad more. Fudig refereces ca be tagged to each measure to trace timelies ad performace metrics, which iclude: Istaller receipt. Assessmet completio. Iteded Istallatio date. Actual start date. Works completio date. Paymet approval date. Paymet. Accessibility Ay authorised perso ca gai access to the system via a secure logi; each user is assiged a user type, which specifies appropriate access levels for data ad software fuctios CRM Fuctios Throughout the system, all iteractio with the customer ca be logged, providig a full history of telephoe calls, letters ad quotes. O Site Data Collectio Measure completio routies may be ru o virtually ay type of smart device, allowig essetial compliace data to be captured o istallatio of a measure. ECO Workflow System Self Geerate Hot Lead Referral Data ad scheme validatio CRM system icludig complaits maagemet Pre-Qualificatio Tool Allocatios Schedulig Eergy Survey Recommeded Measures Cotract Pricig Measure Progressio Measure Completios ad Validatio Carbo /to ad p/ Calculatios Paymets Quality Ispectios ad Remedials Warraty ad Aual Service Visits ESAS CRM Reports Letters ESAS Reports Marketig Reports KPI Reports Istaller KPI Completio Documets Ofgem Submissios Full Audit 3

4 Fulget Complaits Ay umber of complaits may be recorded, moitored, aalysed ad resolved. Quality Audits Istallers may log the fact that they have performed their ow quality audit agaist measures. I additio, the system ca record the outcome of a phoe type follow up audit or a full o site audit. Full audit requiremets ca be created usig rules based o a variety of criteria ad these are the allocated to appoited auditors i a similar maer to measures ad surveys. The outcomes of audits are recorded ad ay remedial actios are tracked to resolutio. Iformatio Maagemet The system ca geerate may predefied IM reports, i a variety of output formats. Moreover, it ca record lodged EPCs ad OAs, which ca be arraged by assessor, date sequece or status. It additioally combies Stroma Certificatio s lists of Retrieval Referece Number (RRN) or Uique Property Retrieval Referece Number (UPRRN) for each property; eablig a look up fuctio to retrieve the lodged EPC ad OA data i XML format especially useful whe coductig ew or additioal ECO assessmets for the property i questio. Ofgem Audit I previous versios tailored to EEC, CERT ad CESP, the system was audited by may customers as well as by Ofgem; it has bee praised by the Ofgem audit team for the level of detail ad auditability available. Iterfaces The system is able to retrieve leads from Stroma s Gree Deal pre-qualificatio website widget, Govermet Remote Advice Service ESAS, referral systems, ad Gree Deal brokerage coectios. Coectig with Stroma s RSAP+ modules Gree Deal Fiace, The Gree Deal Fiace Compay applicatio ad ECO, data captured ad calculated upfrot is relayed withi the software system, to trace ad documet key criteria such as: Quote records. Measures at quoted status. Fudig sources ad status. Progressio rules. Golde rule justificatio. Promotioal offers. The system also documets associated approvals, such as coolig off periods, ad permissios. 4 Cotact Matt Ferguso at Stroma o or m.ferguso@stroma.com

5 Stroma RSAP+ is Stroma s all-iclusive software package for calculatios, lodgmets ad reports related to domestic eergy assessmet, the Gree Deal, ad the Eergy Compay Obligatio. The RSAP+ software suite There are five modules i the RSAP+ family. Data ca be seamlessly ad securely shared betwee the modules, so they work o a stadaloe basis or together. Gree Deal Providers ad Stroma Certificatio ca set permissios for users to gai access to each module as required. RSAP+ EPC Module The RSAP+ EPC Module makes EPC productio ad lodgmet more mobile, secure, super-efficiet ad compliat. It s available for both PC ad ipad, ad ca perform surveys ad calculatios offlie. Simple ad fast The user-friedly iterface speeds up the assessmet process. ipad users ca eve capture evidece o-device, usig ay camera app, ad upload it directly at lodgmet. Secure All data, site otes ad photos are backed usig Olie Secure Archive, OSA 15. Cosistet EPCs ad supportig evidece are automatically amed ad filed i a cosistet ad user-friedly filig system. Compliat RSAP+ is based o the Govermet s approved RdSAP methodology, ad the EPC module assists i meetig certificatio requiremets ad Gree Deal stadards. RSAP+ Occupacy Assessmet (OA) Module Prepare ad lodge Occupacy Assessmets (OA) with RSAP+, which covers all of the requiremets for a domestic Gree Deal Advisory Report. The module collects the survey data ad performs the calculatios to gai measure recommedatios ad lodges the OA. A accurate OA depeds o effective commuicatio betwee the GDA ad the customer ad Stroma s OA Module makes this simple. There are o-scree prompts o items to discuss, user-friedly graphics to explai the potetial savigs, ad a traffic light warig system to make sure o vital iformatio is missed. Fulget s software is able to draw dow the output data of the assessmets for record keepig ad iformatio maagemet, allowig the operative to view lodgemet activity ad volume. 5

6 Stroma RSAP+ ECO Module The ECO Module assists eergy compaies with compliace, while helpig to esure that ECO fudig is directed to appropriate households. Gree Deal Providers beefit from the directig of the ECO fudig through appropriate chaels, so that it ca be factored ito Gree Deal Pla quotatios. The ECO module is based o the RdSAP methodology ad will: Idetify ECO-qualifyig households. Idetify ECO-qualifyig measures, ad the calculate the overall cost, the ECO subsidy available, ad eergy ad CO2 savigs associated with each selected measure. Geerate a ECO Report icluded withi the Eergy Performace Report (EPR) for the customer. Export the ECO data that the eergy compay is required to submit to Ofgem. Lik with the Gree Deal Pla module, so ay available ECO subsidies ca be factored ito the Gree Deal Pla quotatio. The modular tool guides the Advisor through evidece-gatherig related to the occupier ad the property itself; workig i cojuctio with the Gree Deal Pla module, the ECO tool the calculates the most appropriate eergy-efficiecy improvemets, the cost of istallig the selected measures ad the ECO subsidy available, alog with the eergy ad CO2 savigs the measures will deliver. The software provides a high level of flexibility i the calculatios, to esure that the requiremets of each stakeholder are met; this icludes the ability to amed ad select measures, esurig the primary measures are icluded, ad to adapt the CO2 per toe settigs depedig o the Gree Deal Provider offerig. A visual o-scree summary presets the customer with the aual cost ad carbo savigs for each measure, alogside the potetial ECO fiacial cotributio; there is also the optio to export a ECO report. ECO Report Tool Software Techical Fuctios: Calculates savigs, usig the appropriate degree-day regio where the methodology allows. Utilises the Product Characteristics Data File (PCDF), which cotais up-to-date iformatio o boiler efficiecies ad fuel prices, withi the RdSAP methodology to associate cost savig scores valid at either the time of assessmet or istallatio. Accurately determies each ECO subsidy, calculatig the carbo or cost savig for each measure by usig RSAP+ Stroma Certificatio s approved RdSAP software. Adopts the Govermet's Idex of Multiple Deprivatio scores for Lower Level Super Output Areas (LOSA) to determie qualifyig ECO actios. Determies customers who were previously members of the Affordable Warmth Group (AWG) or who have a referral from the Eergy Savig Advice Service (ESAS). Presets idicative aual eergy ad CO2 savigs. Exports the data required by eergy compaies for reportig to OFGEM. The ECO Module is available for ipad or desktop, with the survey desiged to sit comfortably ext to the Gree Deal assessmet. For regulatig compliace with the ECO obligatios, the software exports the data required which ca be imported, maaged ad reported upo withi Fulget s iformatio maagemet suite. Traslatig the RSAP+ data collectio ad calculatio egie the scorig coverts withi the categorised database, facilitatig the sequetial exportig of CSV files for submissio to Ofgem, i compliace with the ECO obligatios, o a measure-by-measure basis. 6 Cotact Matt Ferguso at Stroma o or m.ferguso@stroma.com

7 Stroma Gree Deal Pla ad Gree Deal Fiace Applicatio Module Stroma Certificatio s RSAP+ software ow cotais a Gree Deal Pla ad Gree Deal Fiace applicatio module. The module is available o both desktop ad ipad applicatios, available for Gree Deal Providers ad certified members. All measures detailed withi the Gree Deal Pla quotatio framework are take from accurate EPC ad OA data determiig the property s eergy use. Oly recogised products ad systems withi the Gree Deal Code of Practice may be used, ad each measure or category must be istalled by a certified Gree Deal Istaller (GDI) to the highest quality-assured stadards, esurig the eergy efficiecy measures deliver geuie carbo ad eergy bill savigs. The Gree Deal Advisor is able to demostrate the pla buildig i frot of the cliet ad ca process the applicatio i sychroisatio. The Gree Deal Pla software calculates: Appropriate measures, based o fact ad compliace. Gree Deal Pla customer savigs. Aual savigs, maximum repaymets ad Gree Deal repaymets, compliat with the Golde Rule. CO2 savigs, o a per year ad product lifetime basis. Iterest rates from TGDFC ad applicable set-up charges. Deposits ad Gree Deal Provider icetives/early take up offers. ECO subsidies (if applicable). Paymet profiles, based o Aual, Mothly ad Daily paymets across yearly product lifespas. The dashboards allow calculatios to be udertake oscree, with graphical represetatio to aid promotio of the quotatio. Moreover, the software allows the GDP to defie parts/specificatios; product costs ad associated labour costs: ad to calculate the pla fiacial details ad associated terms, ad the CO2 ad eergy savigs geerated by the istallatio measures. The software is flexible ad allows measures to be tailored to the customers choices, eablig ad disablig appropriate measures for selectio ad iclusio i the pla quotatio. Meawhile, the Golde Rule will always be adhered to. Gree Deal Pla Software Techical Fuctios: Highlights/alerts applicable ECO subsidies. Customisable offer rates as promoted by the GDP, to idicate extra promotioal savigs. Compliat with the Cosumer Credit Act ad the Gree Deal Code of Coduct. Gree Deal Pla Quote exported i PDF format upo completio of a appropriate assessmet. Allows for hadlig of data prior to a fial calculatio, ad collates all of the ecessary elemets that form a Gree Deal Pla. The repaymet profile ad customer APR will be derived from defied ad applied rate cards. Stroma s IT framework ad operatioal procedures have udergoe security ehacemets to ISO stadards to cater for data protectio requiremets ad esure secure trasitios, eablig wider orgaisatios to coect ito the software for data trasfer ad processig. Coectig with Fulget s iformatio maagemet software scope, the Gree Deal Pla module ca associate required warraties ad certificatios alogside istaller schedulig. Furthermore, coectig withi Stroma s Competet Perso Scheme (CPS) for Buildig Regulatio otificatios, the combied software package works seamlessly ad i sychroisatio. The Gree Deal Fiace Compay Iteractio Tool The Gree Deal Fiace Compay (TGDFC) is able to receive tested ad approved Gree Deal Pla data from Gree Deal Providers usig Stroma Certificatio s RSAP+ Gree Deal Pla module. The module creates the frot-ed Gree Deal Pla ad fiace quote ad performs the Applicatio Programmig Iterface (API) submissio for the Gree Deal Fiace applicatio. The API ca be submitted directly to The Gree Deal Fiace Compay or withi the data maagemet software for processig. A mirrored versio will be applied to the trasactio for referece ad record keepig. The module is a reliable mechaism for calculatig Gree Deal Plas ad esurig the mechaism for applicatio is i place, ad complies with TGDFC format requiremets. By adoptig RSAP+ from Stroma Certificatio, Gree Deal Providers ca prepare Gree Deal Pla quotatios for their customers usig the TGDFC s iterest rates, set-up ad Pla maiteace fee structures, or those of other fiacial providers. Stroma Certificatio s software has bee a key compoet for Gree Deal Providers i the early developmet stages i achievig compliace with TGDFC s first wave Provider applicatios. The compay operates at a atioal level, miimisig the cost of operatig ad admiistratig Gree Deals, with the aim of accessig the cheapest sources of fiace i the market at the highest possible credit ratig. The Fulget Gree Deal Eterprise software has the ability to mirror documeted calculatios ad stages coducted by the RSAP+ software user. It maages the outputs that uderpi the customer jourey across the Gree Deal ad ECO framework, supportig the iitial equiry through to the coversio to a Gree Deal Pla, with schedulig, workflow maagemet, ad the geeratio of correspodece ad maagemet reports, associated documetatio alog the way. To coform to fiacial requiremets, the Cosumer Credit Act ad the Gree Deal Code of Practice, bespoke outputs ca be embedded withi Fulget s Gree Deal Eterprise software to eable the Provider to distribute: Agreemet Terms ad Coditios. Credit Statemets. Paymet Terms. Ivoicig. Early Repaymet Terms. Dispute Resolutios. The repaymet profile ad customer APRs will be derived from defied ad applied rate cards, which are documeted ad reportable. Moreover, the cotaimet of the reportig esures that the appropriate warraties ad certificatios are associated throughout the duratio of the Gree Deal Pla ad product lifetime. 7

8 Workig Text Here alogside Stroma Certificatio schemes, the software suite caters for compliace, esurig at that as a Stroma Certificatio cliet you comply with the Gree Deal Code of Practice, each stage of the Gree Deal Jourey. With a combied techical support team providig telephoe, o-site, olie, ad remote assistace, you will receive excellet customer care, support ad attetio. All queries will be logged ad traceable via helpdesk trackig to esure your equiry or support request is hadled efficietly ad i a appropriate timely maer. Stroma provides Customer requests Gree Deal Assessmet, drive from lead geeratio tools Fulget provides GDAO schedules lead to appropriate profiled GDA Assessor udertakes assessmet usig RSAP+ Assessor lodges certifiable reports with certificatio body Stroma Certificatio Customer is provided with a writte proposal for a Gree Deal Pla Customer appoits a Gree Deal Provider to proceed Gree Deal Provider submits the fiace applicatio for approval Appropriately certified istaller appoited Fulget Techologies Ltd Haddosacre Statio Road Evesham Worcester WR11 8JJ Techical surveys coducted where appropriate Telephoe: sales@fulget.co.uk Istallatio of Gree Deal Measure(s) scheduled Notificatio/warraties submitted ad documeted to meet PAS 2030, MCS 023 requiremets Ivoicig admiistered Post istallatio customer support commuicated Appropriate evidece documetatio stored securely Auditig as required by certificatio body ECO reportig submissio to Ofgem Busiess performace/maagemet reports coducted To discuss the scope of the software further please cotact Stroma Certificatio Ltd. o or greedeal@stroma.com. Stroma Head Office 4 Pioeer Way Castleford WF10 5QU Stroma Certificatio May 2013 Issue 1.1