We’re proud to announce the launch of our brand new compliance workflow scheme designed specifically for the Warm Homes: Local Grant (WH:LG)  built to support local authorities delivering the programme and installers installing energy efficiency improvements at scale.

As funding volumes grow and delivery expectations increase, robust compliance, evidence capture, and real-time reporting are no longer optional. Our new workflow has been purpose-built to help delivery partners reduce risk, improve efficiency, and demonstrate full compliance with confidence.

Built for Warm Homes: Local Grant Delivery

The Warm Homes: Local Grant places strong emphasis on governance, auditability, and outcomes. Our workflow aligns directly with these expectations, providing a clear, structured, and repeatable process from referral through to post-installation.

Key capabilities include:

  • End-to-end PAS 2030 & PAS2035 compliance workflow aligned to WH:LG delivery requirements

  • Structured evidence capture at every stage of the journey

  • Clear audit trails for internal assurance and external review

  • Consistent installer submissions, reducing rework and delays

  • Real-time visibility for programme managers and local authorities

  • TrustMark Lodgement into the data warehouse

Whether you are managing hundreds or thousands of properties, the workflow ensures nothing is missed, and everything is evidenced and compliant to the PAS standards at every step of the project lifecycle.

For Installers: Less Admin, Faster Payment, Clearer Requirements

We know installers are under pressure to deliver quality work quickly without being slowed down by paperwork and unclear compliance rules.

Our Warm Homes: Local Grant workflow helps installers by:

  • Multi-installer & sub-contractor delivery models

  • Providing clear, step-by-step task guidance

  • Standardising photo and document evidence requirements

  • Reducing rejected submissions and resubmission cycles

  • Enabling faster validation and payment readiness

  • Supporting consistent delivery across multiple local authorities

The result: less friction, lower admin overhead, and more time on-site delivering improvements.

For Local Authorities: Control, Transparency, and Assurance

For local authorities and scheme delivery teams, compliance risk and reporting accuracy are critical.

Our workflow enables you to:

  • Maintain full oversight of scheme delivery

  • Track progress, status, and bottlenecks in real time

  • Ensure consistent standards across all installers

  • Generate audit-ready evidence packs

  • Support internal governance and external assurance with confidence

You gain a single source of truth for Warm Homes: Local Grant delivery without relying on spreadsheets, email trails, or disconnected systems.

Designed for Scale, Built for Assurance

The workflow has been designed to scale alongside the Warm Homes: Local Grant programme, supporting:

  • Multi-installer delivery models

  • Area-based or phased rollouts

  • Ongoing monitoring and reporting

  • Future scheme changes or extensions

It’s not just a tool, it’s a delivery framework that brings structure, accountability, and clarity to everyone involved.

Get Started with the Warm Homes: Local Grant Workflow

If you’re a local authority preparing to deliver the Warm Homes: Local Grant, or an installer looking to participate with confidence, we’d love to talk.

Get in touch today to see how our Warm Homes: Local Grant compliance workflow can support your delivery goals and reduce risk from day one.

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