AgilityEco operates the Connect for Help service on behalf of Income Max Community Interest Company, (the ‘Lead Delivery Partner’). The service is funded by the Warm Homes Fund, a National Grid fund administered by Affordable Warmth Solutions CIC (‘the Funder’). This service is delivered in conjunction with a wide variety of partners, details of whom can be provided to you at your request. Our partners include, but are not limited to: ​ Local Authorities and Social Housing Providers; Bierce Surveying Ltd, our subsidiary company; and Third party service providers, for example central heating installers. Your local council, housing association or other local agency may have referred you to us, in which case you will have been asked by them to give your permission for your contact details to be provided to us so that we can assess whether you qualify for the scheme and where you do, for us to contact you directly. ​ If you have previously agreed to us contacting you, but have changed your mind, you can contact us at any time to withdraw from the service.

We will only ever ask for personal data if it is required for a specific purpose; with that in mind we have created a full list of all the kinds of personal data that we may ask you to provide in order to achieve those purposes. The kinds of personal data we may collect are: ​ Data Subjects: Data categories: Applicant Name, address, telephone, email, date of birth, household composition, income, benefits in receipt of, health information. Referrer Name, address, telephone, email Data provided to us through our application form, or where you email us, is processed by us with your consent. You may remove your consent at any time by contacting us using the information given in this Privacy Notice. When we receive your enquiry, we will contact you by telephone using the number(s) you have provided and will then seek your consent to collect further information about your personal and household circumstances in order to establish what help and support we can give you immediately, establish whether you are eligible for and could benefit from the full Connect for Help advice service and to ensure that we provide you with the best service that we can through the scheme. ​ You do not have to disclose any information to us that you feel uncomfortable sharing with us during the Connect for Help service. But you need to be aware that there are some aspects of the service we provide where we are obliged to double-check that you are eligible. ​ You can withdraw consent at any stage of the process.

Where you have requested we provide you with a service, we will keep your data for the purposes of evidencing that you were eligible to receive the service, and to ensure we tailor the service to your needs or for other closely related purposes. Where you have consented during the call to be referred into a related service provided by one of our service partners, only the bare minimum of your information will be shared, sufficient for that third party to be able to contact you directly to explain their service to you. ​ We will never rent or sell any of the data you provide to us, and any third parties we use will only ever process your information for us on a need to know basis and in accordance with this Privacy Notice.

To assess your eligibility for the support, services or solutions you are looking for Where eligible, to offer you support, services or solutions you are looking for To send notifications on subjects you have subscribed to, or otherwise asked us to keep you informed of To improve the quality of the services we offer, and to better understand our customers’ needs by requesting feedback, or requesting you review the services we have provided, or we may send survey forms that we ask you to complete To notify you of any changes to any goods and/or services we provide, or have provided, that may affect you To recognise when customers re-engage with our services To provide reference information to third party organisations where requested or where necessary. We may also process your personal data for Connect for Help to comply with our various legal obligations; this might include: Complying with industry regulatory requirements and any self-regulatory schemes Cooperating with relevant authorities for reporting criminal activity, or to detect and prevent fraud. ​Where we have received your consent to do so we will process your personal data to inform you of the goods and services provided by our partners or other third-party organisations. ​ You may withdraw your consent for us to process your personal data for these purposes at any time. After a withdrawal of consent request is received, we may contact you to verify the request. Withdrawing your consent for us to process your personal data will not affect the lawfulness of the processing beforehand.

Other than data we are legally obliged to keep for longer periods, e.g. taxation records, we will retain any data you submit to us for between 18-24 months in order to comply with requirements laid down by our Funder. This includes e-mail correspondence. All of your data which we collect is stored securely with appropriate physical, managerial and electronic safeguards in accordance with the principles of the General Data Protection Regulation and any other applicable legislation.

We strive to keep third party access to your data to a minimum. However, data provided by you to us may in some circumstances need to be passed to third parties which we use for the running of our scheme, for example: to the hosting provider of our website; to Zoho Corporation who host our cloud based data; to the Lead Delivery Partner, the Funder, your local authority, housing association or other charity partner for the purposes of monthly reporting, where your data will be anonymised. to third party suppliers working for the Connect for Help service; Information passed to third parties is used only to the extent required by them to perform the services that we request. Any use for other purposes is strictly prohibited. Furthermore, any data that is processed by third parties for us will be processed within the terms of this Privacy Notice and in accordance with the General Data Protection Regulation.

Under the General Data Protection Regulation you have certain rights as regards the personal data we hold on you. Where you would like to exercise these rights, you can do so by using a Subject Access Request or (‘SAR’). In a SAR you can ask us if we hold personal data on you, and if so, request a copy of that data. We will also give you a description of the data, tell you why we are holding it and tell you who we could have disclosed it to. We do not charge for the provision of this information. You can also use a SAR to: ask us to rectify data on you which is incorrect; ask us to stop processing data on you; ask us to delete the data we hold on you; ask us to stop processing your data; ask us to transfer your data to another Data Controller/provide you with your data in a machine readable format; object to us processing your data (including for use in direct marketing); and exert rights in relation to automated decision making and profiling. We will reply to all requests as soon as possible, and in no event later than one month. Not all of these rights may be available to you, and will depend on the lawful basis we process your information. For more information on your rights under The General Data Protection Regulation, please see the ICO website.

Some of our third-party service providers may be located out-with the EEA, including Zoho Corporation who we use for cloud based data storage. Therefore personal data which we collect from you may be stored, processed in and transferred to such countries, which may not have as stringent data protection laws as found in the EEA. If we transfer your data outside the EEA in this way, we will ensure that the third party provider which we use is compliant with the GDPR and that your privacy continues to be protected as outlined in this Privacy Notice.

Although any changes are likely to be minor, we reserve the right to change and update this Privacy Notice as we may deem necessary from time to time or as may be required by law. Your continued use of this website after any changes means you are deemed to have accepted any change to the terms of this Privacy Notice. As and when any changes occur, they will be set out on a change log. There are currently no changes.

We will always try to maintain the highest standards and encourage the confidence our customers have in us as an organisation. In order that we can achieve this we do request that any complaints be first brought to our attention so we can properly investigate matters; if however you would like to complain about Connect for Help to a supervisory authority you may do so by contacting the Information Commissioner’s Office on 0303 123 1113, or anyone of the other reporting methods listed on their website - https://ico.org.uk/concerns

This Privacy Notice is governed by English law and any disputes will be subject to the exclusive jurisdiction of the English courts. Connect for Help Privacy Notice version 2, August 2020