Common use of Research Data Clause in Contracts

Research Data. All SHDF Research Data collected in addition to that essential to deliver SHDF Wave 2.1 are processed on a consent-only basis. They are subject to a maximum retention period of 7 years after the completion of the research. Please note: the Authority’ research partners for SHDF Wave 2.1 are yet-to-be appointed. Aspects of this are subject to change. Name of Lead LA Text Name of Lead Local Grant Recipient, whether it is a consortium application and if so all other Registered Providers of Social Housing involved in the application. Summary of status Drop-down Please provide a RAG rating on how the project is performing Activities this period Text Describe the current state of play of the project. Outline activities undergone by the LA during this reporting period Plan for next period Text Outline what activities are planned for the next reporting period Estimated Project Completion date Date Insert when you estimate the project will be complete. Date at which project team was appointed Date MS1 – Insert the date when the full project team is appointed Procurement activity stage completion date Date MS2 – Insert the date when all your projects complete their procurement activity Pre-construction tenant engagement completion date Date MS3 – Insert the date when all pre- construction tenant engagement is complete PAS2035 Risk Assessment stage completion date Date MS4 – Insert the date when all projects complete the PAS2035 risk assessment stage PAS2035 Dwelling Assessment stage completion date Date MS5 – Insert the date when all projects complete the PAS2035 dwelling assessment stage Design & Coordination completion date Date MS6 – Insert the date when all projects complete the design and coordination stage Installation stage started Date MS7 - Insert the date that installation starts Installation stage completed Date MS8 - Insert the date that all projects finish installing measures Handover and data lodgement completed Date MS9 – Insert the date that all projects complete handover and data lodgement stage Top 5 Risks Text Risks descriptions, category, mitigation, RAG of the top 5 risks Instances of Fraud Text Instances, mitigation, RAG Total Number of Installers Number Provide the total number of installers cumulatively that have worked on the project Total Number of Apprentices Number Provide the total number of apprentices cumulatively that have worked on the project % of Project Team Appointed % Outline the percentages of the project team that has been appointed, including the Retrofit Coordinator PAS 2035 Risk Assessment Completed Number KPI1 – Outline the number of homes that have passed the PAS2035 Risk Assessment stage PAS 2035 Dwelling Assessment Number KPI2 – Outline the number of homes that have passed the PAS2035 Dwelling Assessment stage Design & coordination stage Number KPI3 – Outline the number of homes that have completed the Design & Coordination stage Tenant engagement Number KPI4 – Outline the number of tenants engaged and signed up to works Number of completed properties Number KPI5 – Outline the number of properties the project has completed Number of properties reaching EPC C Number KPI6 – Outline the number of properties that have reached EPC C (or EPC D where they started at EPC F/G) Total project spend £ KPI7 – Outline the total project spend, including grant funding Procurement Activity Completed % Outline the percentage of procurement activity completed to deliver all the projects being funded Handover & Data Lodgement Completed Number Outline the number of homes that have passed the Handover & Data Lodgement stage Privacy notices issued to tenants Number Outline the total amount of privacy notices issued to tenants Privacy notices issued to installers Number Outline the total amount of privacy notices issued to installers Ancillary and Admin costs £ This is the value spent within your allocated A&A budget Capital costs £ KPI 6 - This is the value spent from your grant excluding your A&A costs

Research Data. All SHDF Research Data collected in addition to that essential to deliver SHDF Wave 2.1 are processed on a consent-only basis. They are subject to a maximum retention period of 7 years after the completion of the research. Please note: the Authority’ research partners for SHDF Wave 2.1 are yet-to-be appointed. Aspects of this are subject to change. Name of Lead LA Text Name of Lead Local Grant Recipient, whether it is a consortium application and if so all other Registered Providers of Social Housing involved in the application. Summary of status Drop-down Please provide a RAG rating on how the project is performing Activities this period Text Describe the current state of play of the project. Outline activities undergone by the LA during this reporting period Plan for next period Text Outline what activities are planned for the next reporting period Estimated Project Completion date Date Insert when you estimate the project will be complete. Date at which project team was appointed Date MS1 – - Insert the date when the full project team is was appointed Procurement activity stage completion date Date MS2 – Insert the date when all your projects complete their procurement activity Pre-construction tenant engagement completion date Date MS3 – Insert the date when all pre- construction tenant engagement is complete PAS2035 Risk Assessment stage completion date Date MS4 – Insert the date when MS2 - When did all your projects complete the PAS2035 risk assessment stage PAS2035 Dwelling Assessment stage completion date Date MS5 – Insert the date when MS3 - When did all your projects complete the PAS2035 dwelling assessment stage Design & Coordination completion date Date MS6 – Insert the date when MS4 - When did all your projects complete the design and coordination stage Procurement activity stage completion date Date MS5 - When did all your projects complete their procurement activity Installation stage started Date MS6 - Insert the date that installation started Installation stage completed Date MS7 - Insert the date that installation starts Installation stage all your projects finished installing their measures Handover and Lodgement Stage completed Date MS8 - Insert the date that all your projects finish installing measures Handover and data lodgement completed Date MS9 – Insert finished the date that all projects complete handover and data lodgement stage Top 5 Risks Text Risks descriptions, category, mitigation, RAG of the top 5 risks Instances of Fraud Text Instances, mitigation, RAG Total Number of Installers Number Provide the total number of installers cumulatively that have worked on the project Total Number of Apprentices Number Provide the total number of apprentices cumulatively that have worked on the project % of Project Team Appointed % Outline the percentages of the project team that has been appointed, including the Retrofit Coordinator PAS 2035 Risk Assessment Completed Number KPI1 – - Outline the number of homes that have passed the PAS2035 Risk Assessment stage PAS 2035 Dwelling Assessment Number KPI2 – - Outline the number of homes that have passed the PAS2035 Dwelling Assessment stage Design & coordination stage Number KPI3 – - Outline the number of homes that have completed passed the Design & Coordination stage Tenant engagement Number KPI4 – Outline the number of tenants engaged and signed up to works Number of completed properties Number KPI5 – Outline the number of properties the project has completed Number of properties reaching EPC C Number KPI6 – Outline the number of properties that have reached EPC C (or EPC D where they started at EPC F/G) Total project spend £ KPI7 – Outline the total project spend, including grant funding Procurement Activity Completed % Outline the percentage of procurement activity completed to deliver all the projects being funded Number of completed properties Number Outline the number of homes that have had measures installed Handover & Data Lodgement Completed Number Outline the number of homes that have passed the Handover & Data Lodgement stage Privacy notices issued to tenants Number KPI4 - Outline the total amount of privacy notices issued to tenants Privacy notices issued to installers Number KPI4 - Outline the total amount of privacy notices issued to installers Ancillary and Admin costs £ KPI 6 - This is the value spent within your allocated A&A budget Capital costs £ KPI 6 - This is the value spent from your grant excluding your A&A costscosts Total spend this month £ KPI 6 - How much funding (received from BEIS), for this project, has been spent this month. This should not include any other sources of funding such as co-funding contributions.