Renewables - Grant Application and Funding Process

Confirm basic property eligibility at first contact: existing fossil fuel heating, valid EPC, no previous BUS grant at the address. Record results on the lead before committing to a survey.

Complete the site survey. Record heat loss calculation, design flow temperature, and existing pipework condition in a digital survey form linked to the job record.

Issue the customer quote with the BUS grant (£7,500 for ASHP/GSHP, or £9,000 for off-gas-grid properties from July 2026) deducted from the total. Confirm eligibility is subject to Ofgem approval.

Submit the voucher application to Ofgem via the installer portal. Ofgem typically processes in 2-4 weeks. Record the application date and track status in the job record.

On voucher approval, schedule the installation immediately. The voucher is valid for 3 months (6 months for ground source heat pumps). Treat approval as a hard deadline trigger.

Complete the installation. Record all commissioning data on-site using the eForms App. Generate the MCS certificate and link it to the job record.

Issue the final invoice to the customer for the net amount. Submit the grant claim to Ofgem for the full grant value. Reconcile all receipts against the job cost record and close the job.

Eligibility checks are skipped or done inconsistently at the inquiry stage, leading to survey costs being absorbed on properties that don't qualify, and quotes being issued that must later be withdrawn.

Voucher expiry creates hidden timeline pressure: installers who allow scheduling to drift beyond the three-month window must reapply from scratch, with no guarantee the grant level or eligibility rules will be the same.

Tracking grant claim status across multiple live jobs simultaneously is difficult without a central system, resulting in missed claim submissions and delayed cash flow that can run to weeks.