Sample Approval Pack - BOILER REPLACEMENT SCHEME (BRS) INSTALLERS GUIDE

Notification of Commencement of Works Notification of Completion of Works

Payment Letter BACS forms Invoice Template

Approval of Application for Boiler Replacement Scheme

Ref: «refno»

Property Address «paddr2» Applicant’s Name «apname»

Applicant’s Address «paddr1»«paddr2»«paddr3»«paddr4» «paddr5»

Levels of Financial Assistance Available under the Boiler Replacement Scheme Income

Option 1

(New boiler, same fuel type, no

controls)

Option 2

(New boiler, same fuel type, with

controls) Option 3 (Change of fuel type) Less than £20,000 £700 £1,000 £1,000 £20,000 - £39,999 £400 £500 £500

1. The Northern Ireland Housing Executive hereby approves your application for the Boiler Replacement Scheme.

2. Based on all the information you and your installer have provided, the Housing Executive has calculated that the allowance payable in your case is: £ «grant» 3. You are required to complete the works within 3 months of the date of this approval. 4. Signature of Authorising Officer:

Date:

5. Please ensure you read the important notes overleaf

Northern Ireland Housing Executive «Aaoffadd1» «Aaoffadd2» «Aaoffadd3» «Aaoffadd4» «Aaoffadd5» Telephone: 03448 920 900 Fax: «Aaofffax» Textphone: 08456 504 381 E-mail «Aaoffeml» www.nihe.gov.uk

Approval of Application for Boiler Replacement Scheme – NOTES

1. You are required to submit a detailed invoice from your contractor prior to payment of the allowance.

2. The allowance will not be paid until we have received the following documents:

(A) A detailed invoice(s), or, if you have already paid the installer, the receipts relating to the work to be funded by the allowance;

(B) Notification of Completion of Works form BRS 18; (C) Payment form BACS 01 or 02, as appropriate;

(D) Boiler Installation Minimum Standards Checklist appropriate to the type of new boiler installed;

(E) A Building Control completion certificate; (F) A Commissioning Certificate for the new boiler; (G) Copy of Planning Approval where necessary

3. The Housing Executive does not accept any liability or responsibility in respect of the work carried out to your dwelling. Accordingly you should not rely on the inspection or payment of the allowance by the Housing Executive as any proof or guarantee that the contractor you have engaged to execute the works has completed the said works to a proper standard.

4. Any monies due to the Housing Executive as a debt will be set off against any monies payable.

5. All electrical work carried out should be certified as being in compliance with the applicable edition of the IEE regulations.

6. The appropriate health and safety standards must be adhered to if any item of works includes the handling of asbestos-based products.

7. The Housing Executive accepts no liability in respect of any loss or damage arising out of or in connection with:-

(A) Approval of any scheme by the Housing Executive; (B) Non renewal of any such approval;

(D) Any act or omission on the part of any company or body concerned in the management or running of any such scheme;

(E) Any act or omission on the part of any building contractor involved in work or any act or omission of any servant or agent of any such contractor.

8. The amount of allowance payable under the Boiler Replacement Scheme depends on the total, gross, annual income of all registered owners who occupy the property and the type of new boiler it is proposed to install. The allowance is payable solely towards the cost of installing a new boiler as specified by your installer. If you ask your installer to carry out additional works, you must arrange with him to pay for those works yourself.

9. Your new boiler must be SEDBUK ‘A’ rated for maximum energy efficiency. A new gas boiler must be

installed by a GAS Safe registered installer. If you use an Oftec registered installer to install a new oil boiler, please let us know. You must also, on completion of the works, provide a commissioning certificate appropriate to the type of boiler installed.

10. Income means earnings from a job, including self employment; benefit income and any other income including income from a pension.

11. A full description of the works referred to as Options 1, 2 and 3 on this Approval Form was set out at page 6 of the Application Form.

12. This approval is based on the information provided by you and your chosen installer. If we subsequently discover that any of this information was incorrect, we reserve the right to refuse to make payment.

Notification of Commencement of Work

Applicant Name: «apname» Property Address: «paddr2»

Boiler Replacement Scheme Reference: «refno»

I WOULD LIKE TO INFORM YOU THAT THE BOILER REPLACEMENT WORKS AT THE ABOVE ADDRESS, ALONG WITH ALL NECESSARY ASSOCIATED WORKS, WILL COMMENCE ON

Date ___/_____/ 20___

Applicant’s Signature: _______________________________ Date: _____________________

PLEASE READ THE FOLLOWING IMPORTANT NOTES

1. In order to save unnecessary journeys by the Housing Executive’s Technical Officer, please do not submit this form until the commencement of works has been definitely arranged. 2. Please read notes number 3 and 7 on the back of your formal approval document which

state that the Housing Executive does not accept any liability or responsibility in respect of the work carried out to your dwelling. You need to satisfy yourself that you have appointed a competent installer to carry out the works.

Please return this form to the Grants Office at the address above

Notification of Completion of Work

Applicant Name: «apname» Property Address: «paddr2»

Boiler Replacement Scheme Reference: «refno»

_______________________________________________________________________

I would like to inform you that the boiler replacement work at the above address has been completed to my satisfaction on

Date ___/_____/ 20___

I now wish to claim my boiler replacement allowance.

Applicant’s Signature: _______________________________ Date: _____________________

PLEASE READ THE FOLLOWING IMPORTANT NOTES

1. In order to save unnecessary journeys by the Housing Executive’s Technical Officer, please do not submit this form until ALL WORKS HAVE BEEN COMPLETED. You are required to have the works completed within 3 months of the date of the approval.

2. Please read notes number 3 and 7 on the back of your formal approval document which state that the Housing Executive does not accept any liability or responsibility in respect of the work carried out to your dwelling. You need to satisfy yourself that you have appointed a competent installer to carry out the works.

3. Please note that while we encourage you to complete this form, we can make payment without it because payment of the allowance is conditional on the work being carried out to the satisfaction of the Housing Executive

Please return this form to the Grants Office at the address above.

«apname» «paddr1» «paddr2» «paddr3» «paddr4» «paddr5»

Date: «Aadate» Ref: «refno»

Dear «apnameA»

Northern Ireland Boiler Replacement Scheme Address of Property: «paddr2»

I refer to your formal approval for the Boiler Replacement Scheme for works to the above property. The Housing Executive intends to pay the allowance directly into your bank account. You should, therefore, complete the attached form BACS 01 to give us your bank account details and return it to this office.

If you wish, you can authorise us to pay the allowance directly to your chosen installer. In that case, please complete section A on attached form BACS 02 to give us your installer’s bank details. You must also sign the declaration in section B on BACS 02 to confirm your authorisation for us to pay the allowance directly to the installer. The completed form should be returned to us at this office.

Post Office card accounts do not currently accept BACS payments. The Housing Executive cannot accept responsibility for incorrect details entered above. If in doubt, please contact your bank to ensure you have the correct sort code, account number and (if applicable) roll number. Please note that, once we receive the signed form of assignment, we must pay the money to your installer unless you both agree, in writing, that the assignment should be set aside.

Yours sincerely

«Aaofficer» «AaofficerA» «AaofficerB»

APPLICANT BANK ACCOUNT DETAILS

Bank Name Bank Address

Post Code

Name of Account Holder

Sort Code (6 Digits Only)

Account Number (8 Digits Only)

Roll Number (if applicable) Applicant’s signature

Post Office card accounts do not currently accept BACS payments. The Housing Executive cannot accept responsibility for incorrect details entered above. If in doubt, please contact your bank to ensure you have the correct sort code, account number and (if applicable) roll number.

Boiler Replacement Scheme BACS 01

Applicant Name: «apname» Property Address: «paddr2»

Boiler Replacement Scheme Reference: « refno »

Boiler Replacement Scheme

Assignment of Allowance BACS 02

Applicant Name: «apname» BRS reference: « refno »

Nominated Installer (Assignee) Details (to be completed by the Installer) Name of Installer

Signature of Installer Installer Address

Post Code

Installer’s Telephone No. Installer’s VAT No. Installer’s Email address Installer’s Bank Name Installer’s Bank Address Installer’s Bank Post Code

Installer’s Bank Sort Code (6 Digits Only)

Installer’s Bank A/C No. (8 Digits Only)

Roll Number (if applicable)

Have you previously been paid by the Housing Executive? Yes No If Yes, did we pay the money into this account? Yes No

If you wish to assign all of the approved allowance to your chosen installer, you (the assignor) must complete the following assignment of allowance declaration.

I, the Boiler Replacement Scheme applicant (assignor), hereby authorise the Housing Executive to pay all of the approved allowance to my chosen installer as specified above. In agreeing to this assignment, I am aware that the assignment is irrevocable at law and cannot be waived or set aside without the prior written consent of both assignee and assignor.

Signed: Date:

Please return this form to the address at the top of the covering letter

Boiler Replacement Scheme

Installers Final Invoice

Installer Name

Address

Telephone Number Email Address

VAT Registration Number

(If not VAT registered, you should still detail VAT on materials)

GAS Safe Reg. No.* (If Gas boiler installed) OFTEC Reg. No.

Client Name Property Address

Works Carried Out Total Cost

Option 1*

Oil to Oil £

LPG to LPG £

Gas to Gas £

Option 2 Oil to Oil with controls £

LPG to Oil £

Option 3* Oil to Gas £

LPG to Gas £

Option 4 Oil to Wood Pellet £

LPG to Wood Pellet £ VAT (5% on Grant aided works) £

VAT (20% on Non Grant aided works) £

TOTAL AMOUNT DUE £

*Please ensure that your Gas Safe registration number has been provided if you have installed a new gas boiler. THE AMOUNT OF GRANT PAID IS BASED ON THE TYPE OF BOILER INSTALLED. INSTALLERS SHOULD ENSURE THAT INFORMATION PROVIDED ON THIS FORM IS CORRECT. ANYONE

KNOWINGLY MAKING A FALSE STATEMENT TO FRAUDULENTLY OBTAIN MONIES IS LIABLE TO PROSECUTION. Signature Date BRS REF. refno » No « _______________

Applicant Name: «apname» Property Address: «paddr2»

Boiler Replacement Scheme Reference: « refno »

Option 5:

EXISTING LPG TO NEW COMBINATION OIL BOILER Option 6:

EXISTING OIL OR LPG TO NATURAL GAS COMBINATION BOILER (Tick one box only)

Have you flushed the system prior to boiler installation?

Have you added corrosion inhibitor to the completed installation?

Have you fitted the following time and temperature controls on the space heating? 1. Time Clock

2. Room Thermostat

3. TRVs on all radiators (except the bathroom and the room where the thermostat has been fitted)

4. If required under the Building Regulations, have you installed a Carbon Monoxide detector?

Signature of Installer Date

If you have replaced a boiler with a new boiler of a different fuel type, you must have added controls as listed above. You must now complete this form and leave it with the householder – the Building Control inspector will expect to receive a copy of the form when he inspects the new boiler. The completed form

must then be returned to the Grants Office to enable us to pay the allowance

Boiler Installation Minimum

Standards Checklist for Change

Notes to Installer

1. It is a legal requirement under the Building Regulations (Northern Ireland) 2012 that an application be made to the relevant local council for work in connection with boiler replacements.

2. The Building Control Northern Ireland website (www.buildingcontrol-ni.com) may be of further assistance.

3. When you make an application to Building Control, you must provide an adequate description of the planned works. You must insert the correct wording to reflect the options as detailed in our Boiler Installer Form as this is what will be printed on the Building Regulation Completion Certificate. The options are:

Option 1: Existing Oil to new Oil (no additional controls)/ Existing Natural Gas to new Natural Gas (retaining existing controls)

Option 2: Existing Oil to new Oil with full NIHE requirement dual controls Option 3: Existing LPG to new LPG (no additional controls)

Option 4: Existing LPG to new LPG with full NIHE requirement dual controls Option 5: Existing LPG to new Oil with full NIHE requirement dual controls Option 6: Existing Oil (or LPG) to Natural Gas with full NIHE requirement dual

controls

Option 7: Existing Oil (or LPG) to Wood Pellet with full NIHE requirement dual controls

Option 8: Existing Natural Gas to new Natural Gas with full NIHE requirement dual controls

Applicant Name: «apname» Property Address: «paddr2»

Boiler Replacement Scheme Reference: « refno »

Option 5:

EXISTING LPG TO NEW OIL FIRED BOILER Option 6:

EXISTING OIL OR LPG TO NATURAL GAS WALL HUNG BOILER (Tick one box only)

Have you flushed the system prior to boiler installation?

Have you added corrosion inhibitor to the completed installation?

Have you fitted the following time and temperature controls on the hot water and space heating?

1. 2 Channel Time Clock

2. 2 no. 2 port or 1 no. 3 port motorized valves 3. Hot Water Cylinder Thermostat

4. Room Thermostat

5. TRVs on all radiators (except the bathroom and the room where the thermostat has been fitted)

6. Confirm that boiler interlock has been achieved

7. If required under Building Regulations, have you installed a Carbon Monoxide detector?

Signature of Installer Date

must then be returned to the Grants Office to enable us to pay the allowance.

Boiler Installation Minimum

Standards Checklist for Change

Notes to Installer

2. The Building Control Northern Ireland website (www.buildingcontrol-ni.com) may be of further assistance.

Option 1: Existing Oil to new Oil (no additional controls)/ Existing Natural Gas to new Natural Gas (retaining existing controls)

Option 2: Existing Oil to new Oil with full NIHE requirement dual controls Option 3: Existing LPG to new LPG (no additional controls)

controls

Option 7: Existing Oil (or LPG) to Wood Pellet with full NIHE requirement dual controls

Option 8: Existing Natural Gas to new Natural Gas with full NIHE requirement dual controls

Boiler Installation Minimum

Standards Checklist for Change

of Fuel Source

Applicant Name: «apname» Property Address: «paddr2»

Boiler Replacement Scheme Reference: « refno »

Option 7:

EXISTING OIL or LPG TO WOOD PELLET BOILER

Have you flushed the system prior to boiler installation?

Have you added corrosion inhibitor to the completed installation?

Have you fitted the following time and temperature controls on the hot water and space heating?

1. 2 Channel Time Clock

2. 2 no. 2 port or 1 no. 3 port motorized valves 3. Hot Water Cylinder Thermostat

4. Room Thermostat

5. TRVs on all radiators (except the bathroom and the room where the thermostat has been fitted)

6. Confirm that boiler interlock has been achieved

7. If required under Building Regulations, have you installed a Carbon Monoxide detector?

Signature of Installer Date

Notes to Installer

2. The Building Control Northern Ireland website (www.buildingcontrol-ni.com) may be of further assistance.

Option 1: Existing Oil to new Oil (no additional controls)/ Existing Natural Gas to new Natural Gas (retaining existing controls)

Option 2: Existing Oil to new Oil with full NIHE requirement dual controls Option 3: Existing LPG to new LPG (no additional controls)

controls

Option 7: Existing Oil (or LPG) to Wood Pellet with full NIHE requirement dual controls

Option 8: Existing Natural Gas to new Natural Gas with full NIHE requirement dual controls

Boiler Installation Minimum

Standards Checklist where

Additional Controls have been

Fitted

Applicant Name: «apname»

Property Address: «paddr2»

Boiler Replacement Scheme Reference: « refno » Option 2: OIL TO OIL WITH CONTROLS Option 4: LPG TO LPG WITH CONTROLS

Option 8: NATURAL GAS TO NATURAL GAS WITH CONTROLS (Tick one box only)

The Installation Must Comply with the Minimum Standards listed below 1. Have you flushed the system prior to boiler installation?

2. Have you added corrosion inhibitor to the completed installation? 3. Are the hot water and space heating fully pumped (gravity circulation is

not acceptable)?

4. Can the hot water be heated independently? 5. Have you provided a two channel time clock? 6. Have you:

Provided a thermostatically controlled motorized valve with a cylinder stat on the hot water circuit? or

Fitted a thermostatically controlled mechanical valve on the hot water circuit at the hot water cylinder? or

Installed a combi boiler to provide instantaneous hot water?

7. Have you fitted TRVs on all radiators (except heat leak radiators on solid fuel link up systems)?

8. Have you fitted a bypass valve at the boiler?

9. If required under Building Regulations, have you installed a Carbon Monoxide detector?

Signature of Installer Date

If you have replaced a boiler with a new boiler of the same fuel type and have added controls, you must now complete this form and leave it with the householder – the Building Control inspector will expect to receive a

In document BOILER REPLACEMENT SCHEME (BRS) INSTALLERS GUIDE (Page 59-77)