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  3. How to use the rulebook

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  2. Retrofit Rulebook
  3. How to use the rulebook

How to use the rulebook

Retrofit at scale will require multiple stakeholders working together – from the supply chain to policymakers. Find out which sections of the rulebook are most relevant to you

In this section

Retrofit Rulebook contents

Section 1: BackgroundForeword
Policy context
Current state
Section 2: Interoperability rules and standard detailing Guidance on interface standard detailing
Transform-ER definitions of key terms
Grading of standard details
Roles and responsibilities
Section 3: Demand > Develop > Deploy frameworkDemand
Archetype definition
Current pipeline requirements
Energy condition assessments
Portfolio surveys

Develop
Retrofit market and current product capability
Product testing and certification
Tolerances
Product development
Installer accreditation and verification

Deploy
Packaged retrofit
Rule logic tree of archetypes
Project risk, finance and insurance
Product, installation and project performance
Completion assessment
Dwelling system level certification
Logistics for site delivery and installation
Culture, values and behaviour
Retrofit design process
Cost modelling
Portfolio management
Integrated approach to retrofit
Systems thinking
Section 4: AppendixSustainability and circular economy
Existing built asset risk potential
Technical requirements
Retrofit strategies and net-zero pathways
Skills and labour

What’s most relevant to me?

We’ve identified the following six key audiences as those that should gain the most benefit from the Rulebook.

  1. Suppliers
    You’ll likely find most of the Rulebook useful, especially Section 2: Interoperability rules and standard detailing and Section 3: Demand > Develop > Deploy framework.
  2. Construction sector e.g. contractors, architects and designers  
    You’ll likely find most of the Rulebook useful, especially Section 2: Interoperability rules and standard detailing and Section 3: Demand > Develop > Deploy framework.
  3. Industry bodies   
    You’ll likely find most of the Rulebook useful, especially Section 2: Interoperability rules and standard detailing and Section 3: Demand > Develop > Deploy framework.
  4. Social housing landlords
    You’ll likely find the Section 3: Demand > Develop > Deploy most useful.
  5. Financiers and funders  
    You’ll likely find the Section 3: Demand > Develop > Deploy most useful.
  6. Policymakers 
    You’ll likely find most of the Rulebook useful, especially Section 2: Interoperability rules and standard detailing and Section 3: Demand > Develop > Deploy framework.

Let’s transform retrofit – together

This is the moment to choose collaboration. Let’s commit to making it a reality – because with it, we have a real chance of unlocking retrofit at the scale and speed our net-zero goals require.”

Stéphanie Ah Tchou Energiesprong UK’s culture change lead

Retrofit is what is known as a ‘wicked problem’ – one with multiple stakeholders, no clear-cut answers and layer upon layer of complexity. The only way to deal with these is to have a collaborative, community-based approach.   

Transform-ER has brought together the range of expertise needed to design a new delivery model to tackle the retrofit challenge. But for large-scale adoption, we need other communities to embrace our shared mission and develop it further. 

Please use our guidance to support your projects and get in touch if you have insights and case studies to share with us.

Let’s transform retrofit – together

Our toolkit for nurturing collaborative working in retrofit projects draws on hard-won lived experience, industry insights and wider research into building partnerships that work. It’s jam-packed with practical ways to align teams, navigate complexity and build trust.