Energy Company Obligation (ECO) forms

Forms, tables and lists
Publication date
Scheme name
ECO
Great British Insulation Scheme

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Forms for ECO4 and the Great British Insulation Scheme (GBIS)

This page hosts forms for two Energy Company Obligation (ECO) schemes: 

  • ECO4 
  • Great British Insulation Scheme (GBIS)

The forms are used to collect and provide evidence of measure eligibility and project and measure level information on ECO projects. Some forms have been merged, which means they can be used for both schemes. Merged forms will be titled with both 'ECO4' and 'GBIS'.

ECO4 and GBIS Eligibility and Pre-Installation Declaration 

This document confirms eligibility for both schemes. Where applicable, it must be signed by the occupier, the landlord or social landlord. It is also to capture project and measure information before installation takes place. It must be signed by the retrofit coordinator. 

This was previously two separate forms (ECO4 and GBIS Eligibility Requirements Form, and ECO4 and GBIS Pre-Installation Project and Measure Survey). They have now been combined into one. 

ECO4 and GBIS Pre-Existing Loft Insulation Declaration

This form is used to declare the presence or absence of pre-existing loft insulation. It must be signed by the retrofit coordinator, retrofit installer, and the occupier or landlord. Where loft insulation is installed, this declaration must be completed and secured inside of the loft. 

ECO4 and GBIS Post-Installation Declaration Form

The purpose of this form is to capture the details of the completed measure or project. It must be signed by the retrofit coordinator, retrofit installer, and the occupier or landlord.

ECO4 Pre-Installation Heating Checklist 

The purpose of this form is to provide assurance that heating measures installed meet ECO4 requirements. It assesses a home’s pre-main heat source and status with regard to insulation pre-conditions. It must be signed by the retrofit coordinator and the retrofit installer. 

ECO4 and GBIS ECO Reporting and Evidencing Forum Privacy Notice 

The privacy notice outlines what personal information is collected under ECO4 and the Great British Insulation Scheme by retrofit coordinators and installers.  

ECO4 and GBIS Templates to Evidence Private Domestic Premises and Social Housing

These templates are to be used in scenarios where documents as requested by the forms are not available. For example, Land Registry extracts or a tenancy or occupancy agreement. 

Measures tables

The measures tables are now available as subsidiary documents to the ECO4 and GBIS delivery guidance. You can find them here:

ECO4 and GBIS file naming convention

The below table contains document codes to simplify the reporting process for members of the supply chain. 

Document name Document code
ECO4 and GBIS Eligibility and Pre-Installation Declaration  EPD
ECO4 and GBIS Post-Installation Declaration     PID 
ECO4 and GBIS Pre-Existing Loft Insulation Declaration  PLID
ECO4 and The Great British Insulation Scheme and ECO4 Reporting Working Group Privacy Notice  PRIV 
ECO4 Pre-Installation Heating Checklist  PIHC