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  3. Section 3: Demand, Develop, Deploy framework
  4. Dwelling system level certification ​

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  2. Retrofit Rulebook
  3. Section 3: Demand, Develop, Deploy framework
  4. Dwelling system level certification ​

Dwelling system level certification ​

Current certification processes are poorly suited to integrated, dwelling-level solutions. Industry-agreed criteria, defined certification hierarchies, and a clear framework to enable consistent, system-level certification of interoperable retrofit solutions would better suit large-scale delivery.

Current state pains and barriers

Pains

– The much-needed move towards integrated solutions adds complexity e.g. interoperable kits-of-parts.
– Confusion in the industry around which bodies can certify at the different system levels – product vs system (dwelling).
– The current certification landscape is fragmented with inconsistent language and policy, and unclear timeframes and expectations.

Barriers

– Lack of UK capability for dwelling system level certification.
– No clear route map or process for system level certification, covering portfolios of whole house retrofits.

Definition of a dwelling kit-of-parts

Every product, system, measure or component required to deliver a whole house retrofit for a portfolio of properties.

A dwelling kit-of-parts (KoP) is the highest level of the KoP Hierarchy for one property, consisting of all manufacturer’s kits-of-parts.​ 

(Source: Transform-ER)

For further definitions relevant for this chapter, please see Transform-ER kit-of-parts and interoperability.

Current state

As outlined by BRE in the state of the market report, integrated solutions or whole house retrofits are complex to certify, due to: 

  • Multiple performance factors  
  • Overlapping product warranties and certification 
  • Boundary of product certification 
  • Overlapping certification offerings and organisations in the market, at product level.

Dwelling system level certification has the following added complications: 

  • No clear organisations exist that are capable of signing off at dwelling level vs product level. This is a major gap in UK capability highlighting a barrier to reaching retrofit at scale. 
  • As highlighted by the Connected Places catapult, mass customisation is key to achieving retrofit at scale. This involves using combinations of variable kits-of-parts, at scale. 
    • How does industry expediate the process of certifying – at the dwelling level – for all the different combinations and iterations of kits-of-parts? 
  • Certification at dwelling level for a portfolio of properties is critical for unlocking insurance and finance. 

As part of the Transform-ER UKRI programme, a certification event was held at MTC Liverpool in September 2025, attended by organisations involved and leading in this area. Positive and productive discussions led to consensus on these key points:   

  • The current certification landscape is fragmented with inconsistent language and policy, and unclear timeframes and expectations.   
  • We need to strengthen industry capability and SME support through consistent guidance, signposting and matchmaking to help innovators navigate the certification landscape – like ESC’s Sherpa Service.   
  • Education for residents and installers needs to be improved through clear guidance to counter misinformation and negative publicity.   
Future state

Reaching an ideal future state for system level certification is a significant advancement from the industry current state. Therefore, the following points are speculative, to illustrate what an ideal state could be: 

  • From the certification event held at MTC Liverpool in September 2025, discussions highlighted that, for the future of certification at a system level:  
    • We need a national ‘lily pad roadmap’ with a clear pathway from initial safety checks to provisional approval and full certification – with consolidated auditing roles and modular retrofit standards.    
    • Funding, procurement and insurance need to be aligned with certification to help absorb early risk.   
  • For reaching retrofit at scale, a clear route for certifying variable combinations of retrofits, comprising of interoperable kits-of-parts for divergent portfolios of projects. 
  • A certification framework for product developers to follow, outlining which organisations must be involved at specific stages in the process, e.g. BRE for Product Testing. 
    • This should include a hierarchy of certification and associated organisations. 
  • Industry agreed criteria for system level certification. 
    • How do two different energy efficiency measures (EEMs) / retrofit products interact and how do you qualify this from a functional performance perspective, at system and product level? 
    • See also the Functional requirements checklist. 

To highlight the complexity of functions and stakeholders on this topic, Figure 1 shows the finance, regulatory and compliance ecosystem required for the dwelling system level certification to function.

Getting from here to there

Questions

  • Mass customisation is key to achieving retrofit at scale, this involves combinations of variable kits-of-parts, at scale. 
    • How does industry expediate the process of certifying at the dwelling level, for all the different combinations and iterations of kits-of-parts? 
    • How do two different energy efficiency measures (EEMs) / retrofit products interact and how do you qualify this from a functional performance perspective, at system and product level? 

Enablers

  • Industry route map to reaching system level certification for mass customisation of retrofit at scale and interoperable kits-of-parts. 
  • We need a national ‘lily pad roadmap’ with a clear pathway from initial safety checks to provisional approval and full certification – with consolidated auditing roles and modular retrofit standards.    
  • Funding, procurement and insurance need to be aligned with certification to help absorb early risk.   

 

Finance, regulatory and compliance ecosystem

“Adopting a platform approach for retrofit enables the move towards mass customisation and interoperable kits-of-parts”.

Define the Need report