AP131-Retrofit Application

Version History

Version	Revision Date	Changes Requested by	Changes Made	Status
v4.0	22/05/2024	S.Marriott	Applied fix to insurance link, where link opens in new tab	Completed (DR)
V3.9	15/05/2024	G Law	Question inserted in Qualification section re training provider	Completed (LD)
V3.8	31/01/2024	G Law	Special discount fee now removed	Completed (LD)
V3.7	06/12/2023	L Asprey	Question inserted re previous accreditation (as requested by TrustMark) and sentence added to Declaration.
V3.6	13/11/2023	L Asprey	Fees amended to show current special offer	Completed (LD)
V3.5	20/10/2023	G Law	Drop-down options corrected/enabled when 'I am employed...' account type selected.	Completed (LD)
V3.4	11/10/2023	S Marriott	Reference to EPC removed from 'What type of account are you applying for?' section	Completed (LD)
V3.3	31/03/2023	L Asprey	Fees section updated (special offer period now finished)	Completed (LD)
V3.2	16/03/2023	L Asprey	Updated to included TM code number (120 & 121), link to TM Licence Agreement, separate TM Declaration, autoresponder email to include copy of app & TLA1	Completed (LD)
V3.1	09/03/2023	L Asprey	Link included in Declaration to the TrustMark Code of Conduct & TrustMark Customer Charter	Completed (LD)
V3.0	10/02/2023	D.Reed	Fix to broken 'brand guidelines' and 'Sub Licence'	Completed (DR)
V2.9	17/01/2023	D.Reed	RA and RC membership promotion added	Completed (DR)
V2.8	10/10/2022	L Asprey	RC insurance declaration tick box included in Insurance section. TrustMark contact details question made 'required' field	Completed (LD)
V2.7	12/07/2022	L Asprey	Disclosure wording updated to confirm all pages now required	Completed (LD)
v2.6	24/01/2022	L Asprey	Section inserted for TrustMark contact details	Completed (LD)
V2.5	02/12/2021	L Asprey	2 additional paras inserted into the Declaration section re TrustMark compliance and insolvency checks.	Completed (LD)
V2.4	09/09/2021	L Asprey	Removed requirement for RC applicants to upload Basic Disclosure	Completed (LD)
V2.3	08/09/2021	J Astrop	DD wording in Declaration section (2nd para) updated	Completed (LD)
V2.2.	16/07/2021	Towergate	Change to RC proposal form email	Completed (DR)
V2.1	23/06/2021	D Reed	'ECO Surv' included as an option in the 'Where did you hear about us?' section.	Completed (LD)
V2.0	17/05/21	Towergate	Change to insurance section- new proposal form link and email submission info.	Compelted (DR).
V1.9	07/04/2021	Lesley Asprey	DD wording in T&Cs section updated (wording provided by Accounts)	Completed (LD)
V1.8	31/03/2021	Lesley Asprey	AP number (131) added to form title, and Elmhurst email signature on autoresponder emails replaced with newly formatted version by Marketing.	Completed (LD)
V1.7	29/01/2021	Lesley Asprey	Updated 'where did you hear about us?' section for RCs as per Dom's wording. Included surveyor ID box for RAs and link to AP41 if not a current DEA.	Completed (LD)
V1.6	25/01/2021	Amo Sihra	Update copy for RC insurance with link to proposal form.	Completed (DR)
V1.5	11/01/2021	Amo Sihra	Remove reference to Risk Solutions unde Retrofit Coordinator Insurance	Completed (DR)
V1.4	11/01/2021	Lesley Asprey	Fees section updated (uncrossed application fee wordingas now charging app fee from 11/01/2021)	Completed (LD)
V1.3	15/12/2020	Lesley Asprey	RC Insurance Section - removed list of activiities (but wording saved to Accred folder if needed in future)	Completed (LD)
V1.2	17/11/2020	Amo Sihra	Change to Insurance wording: a defined minimum level of cover is £250k PI & PL per property, or as required by client- this replaces minimum cover of £2m.	Completed (by DR)
V1.1	28/10/2020	Approved by Lesley Asprey	Corporate Account option removed and applicants referred to aP41 if they require Corporate Acc. Form for Retrofit accreditation only. Automated emails updated in line with above. PDF version of form (uploaded to our Network) not pulling through correct form wording. IT to look into.	Completed

AP131-Retrofit Application (Accreditation Only)
This application form is for accreditation only. Please complete this form if you wish to be accredited as a Retrofit Assessor and/or Co-ordinator.
Introduction
Please read and fully complete this application, providing us with all the information required. Insufficient detail and missing documents will result in applications being delayed.

Fees

1st Year/New Applicant

Retrofit Assessor - Application fee £95 + VAT, First year's membership £265+VAT
Retrofit Coordinator - Application fee £95 + VAT, First year's membership £350+VAT

Annual Renewal Fee

Retrofit Assessor - £265 + VAT
Retrofit Coordinator - £350 + VAT

Following receipt of your application, you (or the bill payer if you will lodging for an employer) will receive a 30-day invoice within 2 working days.

There is an Annual Registration Fee. For all fees please see our Price List.

What type of Account do you need?
This is where you will need to tell us whether you are an individual working for yourself, a company owner, or you are working for a company.
Which Type of Account are you applying for?*

I am an Individual / sole trader / ownerI am employed by a company and will only be lodging for them (once you are accredited you will need to provide the Company with your Membership Number so they can add you as an assessor to their Company Account. They will then be billed for the lodgements you make, your annual software fee and any other fees associated with your account).
Does this company already have an account with Elmhurst?

YesNo
If your employer does not have an account with Elmhurst you will not be able to lodge on their behalf until:
- They have completed an AP41 application form
- A corporate account has been set up for them
- Your employer has linked you to their account
Company Name*
Company Contract Number
eg X123
Company Invoice email*
example@example.com

Applicant Information
All applicants who wish to lodge reports must complete this section in full and provide the supporting documentation.
Full Name*

TitleFirst NameLast Name
Full Name = TLA1 'Reference 1'
Home Address*

House Name/Number

Street Name

Town/CityCounty

Postcode
Date of Birth *
DD/MM/YYYY
Email*
example@example.com
Telephone Number*
Mobile Number

Organisation/Company Details

Please complete this section if you wish to be registered under YOUR OWN company name. These are the details under which your Elmhurst Account will be set up.
Company Name
Company Registration Number (if applicable)
Trading Address

Street Address

Street Address Line 2

Town/CityCounty

Postcode
Company email
example@example.com
Invoice email
example@example.com
Telephone Number

TrustMark Contact Details
Please confirm below the contact details you want to appear on the TrustMark Register.

If you are already accredited with Elmhurst (for example as a DEA), your TrustMark contact details can be different, if you wish, to those already held by us and which currently appear on the Central/EST Registers.
TrustMark 'Trading As' Name [Reference 2]*
eg, 'John Smith' or 'John Smith T/A JS Energy Services'
Main Telephone Number (TrustMark)*
2nd Telephone Number (if required)
Address (TrustMark) [Reference 3]*

Address Line 1

Address Line 2

Town/CityCounty

Postcode
Email (TrustMark)*
example@example.com
Website Address, if required (TrustMark)
eg, jsenergyservices.co.uk

Qualifications
Retrofit Assessor

If you are applying to become an accredited Retrofit Assessor with Elmhurst Energy you will need to supply us with your Retrofit Assessor Qualification.
Qualification Upload File

Browse Files
Please note you will need to provide colour copies of Full Awards and Unit of Credits Cancelof
Retrofit Coordinator

If you are applying to become an accredited Retrofit Coordinator with Elmhurst Energy you will need to supply us with your Retrofit Coordinator Qualification.
Qualification Upload File

Browse Files
Please note you will need to provide colour copies of Full Awards and Unit of Credits Cancelof
Please confirm who you trained with (the name of the training provider)*
Proof of Identity
Verification

Please provide a colour copy of either your in-date passport, photo card driving licence, or Government-issued UK Residence Permit. Please also enclose a passport size photograph with your application.

Photographs must be;

• In colour, not black and white

• Taken with your eyes open and eyes must be clearly visible

• Free from reflection or glare on your glasses and free from red eye

• Forward facing, and looking straight ahead

• Taken of the full head, without any covering
ID*

Browse Files

Cancelof
Photograph

Browse Files

Cancelof

Previous Accreditation
Are you currently, or have you ever previously been, accredited as a Retrofit Assessor and/or Retrofit Coordinator with another accreditation scheme?

YesNo
Please state the accreditation scheme name
Please confirm which strand you are/you were accredited for

Retrofit AssessorRetrofit Coordinator
Declaration

Terms and Conditions
Terms and Conditions

Please click here, or visit the Elmhurst website to read the Elmhurst Energy Systems Ltd Standard Terms and Conditions.

Payment of lodgement fees by direct debit is free, non direct debit payments are subject to a surcharge of 3% (minimum of £3.00). We are now able to accept paperless direct debits. If you would like to sign up to direct debit please email accounts@elmhurstenergy.co.uk stating your account number. We will then send you a link which you will need to complete with your bank details. You will then receive a confirmation email letting you know you have successfully set up your direct debit.
Applicant Declaration

By completing and submitting this document I declare that all the information provided is accurate and truthful. If successful, I promise to abide by the Elmhurst Energy and Trustmark Codes of Conduct and also the TrustMark Customer Charter. I will ensure any Terms, Standards or Codes that are currently defined and may be specified in future, are followed.

If successful in my application I also agree to visit the Elmhurst Energy website on a regular basis (at least monthly) to ensure that I remain aware of any changes to the Terms, Standards or Codes that apply to the Elmhurst Energy Systems Accreditation Scheme.

If applying to be accredited as a Retrofit Co-ordinator, I confirm I will maintain valid Public liability and professional indemnity insurance.

I confirm I am not currently suspended or struck off, nor do I have any outstanding remedial actions with any other TrustMark scheme provider.

I confirm that I have discussed this application with the bill payer who has agreed to pay all charges and lodgement fees for work I do on their behalf. If this comes into dispute then I agree to pay the account myself.

I agree to satisfy the requirements of the TrustMark Sub Licence and comply with the TrustMark Brand Guidelines.

By submitting this form I agree to disclose, and also to rectify any outstanding TrustMark non-compliance from any previous trading entity.

By submitting this form I acknowledge that Elmhurst Energy Systems Ltd must satisfy themselves of the suitability of myself (the applicant) for registration, and complete checks as necessary, including insolvency and bankruptcy registers for key people within the business; I therefore agree that should my business have a 6-month or less trading history, Elmhurst reserve the right to carry out further checks as may be deemed necessary.
Sole Trader / Individual / Owner Declaration*

By checking this box, I agree to the above and confirm that I will pay all charges for assessments and related fees for this account.
Employee Declaration*

By checking this box, I agree to the above
TrustMark Licence Agreement Declaration

Before submitting this form you must read the following TrustMark Licence Agreement (TLA1) found at the link below:

TrustMark Licence Agreement (TLA1)

You are not required to print and sign the agreement.

Reading the agreement and completing this form is sufficient to confirm you agree to the TrustMark Licence Agreement (TLA1).
TrustMark Agreement*

By checking this box I confirm I am the named individual stated above [Reference 1] and I have completed this agreement in good faith. I understand that a copy of this completed form (AP131) and the TrustMark Licence Agreement (TLA1) will be emailed to me as proof of agreement and that a copy of both documents will be retained on my Elmhurst Energy Systems Ltd file.
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AP131-Retrofit Application (Accreditation Only)

Introduction

Fees

What type of Account do you need?

Accreditation Strands

Insurance

Are you a fit and proper person?

Applicant Information

Organisation/Company Details

TrustMark Contact Details

Qualifications

Retrofit Assessor

Retrofit Coordinator

Proof of Identity

Previous Accreditation

Declaration