Retrofit Compliance and Quality Assurance Essentials/Introduction to MCS and Certifying Bodies – Awareness Course

Retrofit Compliance and Quality Assurance Essentials

This course provides a clear and practical introduction to compliance and quality assurance within the context of domestic retrofit.

It is designed for SME contractors, site managers, quality officers, and retrofit coordinators involved in delivering works under schemes such as PAS 2030, PAS 2035, and MCS, including TrustMark-backed initiatives.

Participants will gain essential knowledge on documentation, audit readiness, and how to avoid common pitfalls — helping to ensure projects are delivered in line with industry standards and scheme requirements

Agenda Overview:
Introduction to Retrofit Compliance

● Why compliance matters: legal, reputational, and financial implications

● Overview of PAS 2030, PAS 2035, MCS, and TrustMark requirements

Roles, Responsibilities and Records

● Distinguishing roles: Installer, Coordinator, Designer

● Understanding core documentation: surveys, declarations, checklists

● TrustMark lodgements and record-keeping expectations

Quality Assurance in Practice

● What is a Quality Management System (QMS)?

● Internal vs external audits

● Evidence gathering and photographic records

Break

Audits, Pitfalls and Continuous Improvement

● How to prepare for site audits

● Common non-conformities and how to avoid them

● Maintaining consistent quality across multiple projects

● Final discussion and questions

Included Course Materials:

● Summary slides (PDF)

● Audit preparation checklist

● Retrofit compliance role matrix

● Useful links to PAS and TrustMark guidance

Introduction to MCS and Certifying Bodies – Awareness Course

This awareness course provides a clear and accessible introduction to the Microgeneration Certification Scheme (MCS) and the role of certifying bodies in the UK’s low-carbon and renewable energy sector.

Designed for installers, contractors, and project managers — particularly those working under schemes such as Boiler Upgrade Scheme (BUS), Smart Export Guarantee (SEG) or ECO4 — the course explains how MCS underpins quality assurance, consumer protection, and regulatory compliance.

Learners will explore the certification process, technology-specific routes, and how MCS links with other frameworks like TrustMark, PAS standards, and Competent Person Schemes (CPS).

Whether you are preparing for certification or supporting installation projects, this course will help you understand your role in delivering safe, compliant, and trusted renewable systems

Agenda Overview:
Welcome and Introductions

● Course aims and context

● Role of quality standards in the net-zero transition

What is MCS?

● Overview of the Microgeneration Certification Scheme

● Covered technologies: PV, solar thermal, heat pumps, battery, etc.

● MCS and consumer protection

MCS Certification Standards

● Introduction to MIS standards (e.g. MIS 3005)

● Competence, training, and installer obligations

● Documentation and handover best practices

Break

Role of Certification Bodies

● UKAS-accredited certifying bodies

● Gaining certification and the audit process

● Certification vs CPS schemes

Compliance and Consumer Protection

● TrustMark, warranties, and complaints procedures

● Installer responsibilities under government-backed schemes

● Open discussion and Q&A

Included Course Materials:

● Digital slide pack (PDF)

● Summary of key MCS standards

● Installer certification checklist

Useful links to MCS, TrustMark, and UKAS resources