How we look after your data

Futureproof is an initiative that aims to accelerate the local demand and supply-chains for low carbon retrofit throughout the West of England, this involves working with homeowners to provide home energy advice and energy efficiency services, as well as local builders and contractors to develop low carbon skills and knowledge.

Futureproof retrofit services are delivered by the Centre for Sustainable Energy, with training and skills development delivered by The Green Register.

The Centre for Sustainable Energy collect your data when you contact Futureproof for advice on improving the energy efficiency of your home or to request information on receiving training.

We only ask for the information that we need to help you. We understand how important it is that your information is kept safe and we want it to be easy for you to understand how we use it, so if there’s anything here you don’t understand pleased just get in touch with our team at Futureproof@cse.org.uk.

Who are we?
We are the Futureproof team who are employed at the Centre for Sustainable Energy (CSE). CSE is a registered charity (number 298740) we are registered with the ICO (number Z7115671). Our address is St James Court, St James Parade, Bristol, BS1 3LH. The Centre for Sustainable Energy run the Futureproof service.

Collecting your data

In order to provide you with high quality advice or help you access our training we’ll need to ask for some personal details (such as contact details). We might collect this information.

  • When you fill out a form on this website
  • Over the phone when you call 0800 038 5007 
  • When you fill out a paper form at an event

At the point that we ask for your details we’ll explain what we’ll do with that information and why we need it. If, after you’ve received advice from us you would rather we didn’t keep this information and would like us to delete it, you can let us know by emailing Futureproof@cse.org.uk.

Why do we need your data?

For homeowners, we need certain information to give you comprehensive advice and support on how to improve the energy efficiency of your home. Exactly what this involves depends on the stage you are at with your project and what you want us to help with.

To help us establish what stage you are at with your plans and understand the requirements of your home, you can either complete our detailed homeowner survey or we will send you a short questionnaire, this helps us tailor advice on what type of approach to take.

Over the phone we may ask for more detail about your home and improvement needs, including questions about your current energy use and budget for building work. We’ll always ask you if you’re happy to share your information, and you’re under no obligation to do so.

In order to gain more understanding of the state of your home, we may need to arrange for a survey to be conducted by one of our approved survey providers. If this is the case we will first explain to you why this is required and who they survey provided will be, before asking for your consent for us to pass them your information.

For builders & contractors, we ask you for contact information and company name. This information is shared securely with The Green Register, enabling them to assess your training needs, understand how they can best support you and contact you to see if you’re still interested in receiving training.

Once you have undertaken Futureproof training we will offer you the opportunity to receive referrals from Futureproof householders through our FAB listings page.

When you sign the code of conduct agreement you will be offered the opportunity to create a profile on this website listing your experience and credentials, these details will then be shared with Futureproof householders to contact you directly to request quotes.

You will create a password protected account to create your listing and can control the information you provide on your listing as well as access, update and delete your profile at any time.

Data we might ask for in providing advice or training

Homeowners:

  • Your name, contact details and address
  • Information about your home – for example the age, physical composition, architects drawings of proposed improvements, general condition, energy efficiency measures installed and type of fuel used
  • Information about your available budget for home improvements

Builders & contractors:

  • Your name and contact details
  • Your company details
  • Information around sustainable training modules undertaken
  • Information about experience in sustainable building

Why do we ask for this?

Homeowners:
We ask for your name, contact details and address so that we can keep in touch with you about your project.

The information we ask for about your home and budget enables us to understand the needs of your home and provide tailored support to help maximise the benefit you receive from undertaking work to improve it’s energy efficiency.

Builders & contractors:
When you fill in a web form through our website, your personal data is stored securely in Wordpress, which has certified its compliance with the EU-U.S. Privacy Shield Framework.

We ask for your name, contact and company details so that the Green Register can keep in touch with you about upcoming training.

We ask for information about your level of experience and areas of interest around sustainable building to help tailor suggestions for training as well as to create your profile listing.

Storing your data

When you fill in a web form through our website, your personal data is stored securely in Wordpress for 12 months before being automatically deleted. WordPress has certified its compliance with the EU-U.S. Privacy Shield Framework.

Sometimes we will need to contact you with general service updates or to ask for your feedback, we use Mailchimp for this and you can unsubscribe from these updates at any time through the link in the emails.

Homeowners:
Whether you request advice online, face to face or over the phone we will log all your information, correspondence and notes about your project into our secure database.

In general, we will keep your data for up to five years from the last contact we had with you. After this it will be shredded, if it is in paper form, or deleted if it is digital.

Builders & contractors:
We also store your information in a protected document with access restricted solely to the Futureproof team within CSE and The Green Register.

In general, we will keep your data for up to five years from the last contact we had with you. After this it will be shredded, if it is in paper form, or deleted if it is digital.

If we need to share your data

Homeowners:
We will only process (including sharing and receiving) your information with the following external organisations or official bodies: the grant provider The Department for Business, Energy and Industrial Strategy (BEIS) and the evaluation consultants they employ, Winning Moves, for the purposes of energy efficiency and energy use evaluation and research.

The information supplied to BEIS will be limited to:​

  • Your address
  • Type and capacity of energy efficiency measures installed into your property
  • Date of when the measures were installed into your property

The evaluation company, Winning Moves, will also be provided with your name and contact details and will only contact you for the purpose of evaluation or improving the service – you are under no obligation to take part in the evaluation when contacted.

We may also need to share the information you have given us with approved third party surveyors or installers. If this is the case we will always ask your permission to do so. We may share your information with:

  • Survey providers – to arrange a home survey, help assess the condition of your home and provide advice on more tailored solutions.
  • Futureproof energy efficiency installers – if you require single energy efficiency measures in your home, with your agreement, we may pass on your details to installers and ask them to contact you to give quotes or arrange for installation, we will provide you with the details of the contractors we have referred to. For example solar PV or air source heat pump installers.

When we share your data for the reasons described above we will have checked that the organisation we are sharing it with are going to keep it safe, and will only use it for the reasons we have specified. We check that they are compliant with the law that describes how personal data should be protected (the General Data Protection Regulations).

Builders & contractors:
We share the information you give us with The Green Register through a protected document with access restricted solely to the Futureproof team at CSE and The Green Register. This allows the Green Register to access the information they need to help provide you with training. You can see how the Green Register look after your information in their privacy policy here.

Once you have undertaken Futureproof training we will offer you the opportunity to receive referrals from Futureproof householders. When you sign the code of conduct agreement you will be asked if you agree to your company details and training credentials to be passed on, in the form of a listings page, to Futureproof householders to contact you directly to request quotes.

Sometimes, our funders require us to share information with them about how the project they are funding is going. We will ask you if you agree to your contact details being passed on to the research company who are evaluating Futureproof and you’re under no obligation to do so. The company will only contact you for the purpose of evaluation and you are under no obligation to take part in the evaluation when contacted.

In a few very unlikely situations we might process your data without your permission, for example:

  • To comply with the law or to defend our legal rights.
  • To protect someone’s life – this is called ‘vital interests’.

We’re happy to help with any questions about your data

When you contact the Futureproof team for advice either in person at an event or through the Freephone advice line, we’re processing your data on the lawful basis of legitimate interests

That means that at any time you can ask us to:

  • Tell you what information we have about you
  • Update or correct your information
  • Delete your data
  • Stop using your data in a certain way

If you ask us to do this, we’ll respond to your request within 30 days and we won’t charge you.
If you aren’t happy with how we have used your data, you can make a complaint.
You can also raise your concern with the Information Commissioner’s Office.

Last reviewed: 17/09/20

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