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Retrofit Rulebook

Industry guidance for a thriving retrofit ecosystem that can deliver high-quality, cost-effective home energy upgrades at scale and speed

What is Transform-ER’s Retrofit Rulebook

This Retrofit Rulebook brings together the Transform-ER consortium’s experience, industry research and on-the ground learning and sets out common rules and clear guidance for high-quality home energy upgrades at scale.

It provides a shared framework for how the many parts of the retrofit ecosystem can work together effectively and is designed to be a living resource and can be updated as we all learn, improve and innovate.

The Transform-ER Retrofit Rulebook sets out common rules and guidelines for collaboration across the retrofit sector… The consortium does not intend it to be the final word. It is a starting point – a living resource that will evolve as we all learn, improve and innovate.

Mike Pitts Deputy Director for Heat and Buildings, Innovate UK
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Who is the rulebook for?

Transform-ER’s Retrofit Rulebook is designed for landlords, suppliers and construction professionals, funders, industry bodies and policymakers. It includes rules and guidelines linked to the technical design and installation of retrofit – particularly for the 10 interfaces reviewed – but also other fundamental areas in delivering retrofit at scale, including:
  • testing and certification of retrofit products
  • finance and insurance of scalable projects
  • building a pipeline of retrofits
  • adoption of innovation and technology such as AI and other digital toolsets
  • the role of alliancing business models for the future operating model for Transform-ER.
Find out more about how to use the rulebook

Rulebook sections

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How to use the rulebook

The Retrofit Rulebook was researched and developed by the MTC – (Manufacturing Technology Centre) with input from other project partners and industry experts as part of our Innovate UK funded project (2023 – 2025).The information was up-to-date as of October 2025 and we aim to periodically update as our work progresses.

Please note: It reflects the findings of the Transform-ER consortium during the R&D phase. It is not statutory guidance, nor an industry standard, and does not represent the full extent of knowledge on Retrofit within the UK. It should be read alongside existing industry guidance and used only by suitably qualified and competent professionals. Read our full legal disclaimer.