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Umbrella Schemes

MCS

Umbrella Schemes

 Find information on Umbrella Schemes, how they operate and how you can work through one. 

Installer carrying parts.

What is an Umbrella Scheme?

An Umbrella Scheme provides a structured framework to support multiple small-scale renewable energy projects. It simplifies funding, administration, and compliance, making it easier for smaller projects to gain approvals and financial support.

Umbrella Schemes are operated by MCS certified contractors who typically complete the design and commissioning of a new system but subcontract all, or some of, the installation. 

Umbrella Schemes operated by an MCS certified contractor are required to comply with MCS Standards and Scheme requirements.  

Why are Umbrella Schemes important?

Umbrella Schemes have an important role to play in supporting the growth of the renewables sector. Umbrella Schemes can provide a critical framework through which a broad range of contractors can participate in the delivery of small-scale renewable installations. An effective scheme can help to upskill engineers, enabling their transition into the low-carbon technologies market.

Installer doing wiring for heat pump.

Working through an Umbrella Scheme operator

Working as a subcontractor to an MCS certified contractor will enable you to assess demand within the sector, gain valuable experience and even potentially work towards achieving MCS certification for your own business.

Installer fitting heat pump.

Choosing an Umbrella Scheme operator

You should consider the below factors when choosing an Umbrella Scheme operator to work with:

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Check that the operator is an MCS certified business.

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Check that the technology types they’re certified for are relevant to you.  

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Check where they are based in relation to your location, and which locations they operate in.

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Check pricing structures and fees for working with the Umbrella Scheme operator.

Check what training, guidance and technical support they can offer you for your chosen technology.

You can check steps 1 -3 via the MCS Find an Installer Tool. 

Find An Installer

Develop your skills

If you are an installer looking to operate under an Umbrella Scheme, these MCS-approved courses can help develop your skills in the sector.

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Information for Umbrella Scheme operators

Our Umbrella Scheme best practice guidance acts as a benchmark to aspire to. As well as complying with the MCS Standards, this guidance aims to outline best practice for Umbrella Scheme operators, to help raise the bar with respect to their operations in support of a growing industry sector. 

Phil Collier, Customer Support Specialist at MCS.

Umbrella Scheme best practice guidance

Customer/end-user relationships

In terms of customer contact and relations, the best Umbrella scheme operators should:

  • Have a form of contractual relationship with the customer that underwrites the scheme operator’s commitment to providing an accurately specified and installed system. 
  • Ensure the customer is supported throughout the whole process including providing compliant pre-sale information, appropriate system design specifications and a thorough system handover.  
  • Provide a maintenance/aftercare package to the customer, defining what activity will be covered under the maintenance of the system and the schedule of maintenance checks. 
  • Provide ongoing guidance to customers during and post installation, with dedicated phone lines for homeowners to call if they have any technical issues or queries. Best practice scheme operators provide customers with access to adequately skilled engineers, available to offer support with maintenance and technical faults. 
  • Seek customer feedback as to their satisfaction with their installed system, resolving any snags, issues or concerns the customer has about the system in a timely fashion. 

Sub-contractor relationships  

In terms of engagement and relations with sub-contractors, the best Umbrella Scheme operators should:

  • Have a contractual relationship with appointed subcontractors, to ensure accountability and detail areas of responsibility.  
  • Ensure and maintain records that show that the sub-contractor completing the installation has received appropriate training and has the competency required.
  • Maintain a long-term partnership. The best umbrella scheme operators nurture their network of sub-contractors, offering training, onsite support, and technical guidance.  
  • Help sub-contractors work towards MCS certification if it is appropriate and feasible for their business. Umbrella scheme operators that promote the aim of achieving MCS certification for their sub-contractors offer the clearest evidence of the pursuit of quality installations for customers, delivered by qualified and certified sub-contractors. 

Design, installation & commissioning process   

In terms of the design and installation of a system, the best umbrella scheme operators should:   

  • Procure high-quality products and materials to be installed that are in accordance with the system’s design. Best practice involves sharing with the customer the appropriateness of a system’s components to best meet the design. 
  • Project manage the entirety of the system’s delivery from end to end and take an active role in the oversight of the installation. 
  • Umbrella scheme operators are expected to implement appropriate supervision of their sub-contractors.  
  • Be present for the commissioning of the system, to ensure an MCS compliant installation is handed over to the customer, that aligns with the design of the system. 
  • Ensure sub-contractors are available at the point of commissioning to rectify any issues with the installed system.   

Feedback

MCS is open to further feedback as to the operation of Umbrella Schemes. If you wish to provide further feedback, please email the MCS Secretariat.

Email the MCS Secretariat