Knowledge Hub
Preparation

Preparation

The preparation phase covers all the activities needed to take a project from initial concept to ready for approval, financing and execution. All these steps are required to make an effective application to the SHDF.

You don’t have to follow the steps below in a defined order. Many organisations will have different approaches to project development or will already have answered some of the key questions. As long as the tasks get completed before you finish the application, the order is not critical.

1

Gaining senior level buy-in

Senior management buy-in is vital to a successful retrofit project. You will need to demonstrate senior level support as part of any bid to the SHDF. More importantly, gaining and keeping senior management support will help you to build the profile of your project, understand and manage risks, and unlock the resources that you need.

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2

Forming a consortium and creating a team

Assembling the right team is a key part of developing a retrofit project proposal.

Forming a consortium is one of the critical tasks that must be started early on in developing the proposal. It takes time and effort and can be slower than you expect.

Retrofit projects are large and complex involving many different specialist skills. Once you have a consortium, the next task is putting together a core team that can deliver a successful application and then deliver the project.

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3

Retrofit interventions
Coming soon

Please bear with us while we put the finishing touches to this section. It will be available soon but, in the meantime, why not check out our expert-led masterclasses, podcasts and live online events.

If you have a specific question relating to this topic, get in touch and the SHRA team will be on hand able to help.

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4

Planning resident engagement
Coming soon

Please bear with us while we put the finishing touches to this section. It will be available soon but, in the meantime, why not check out our expert-led masterclasses, podcasts and live online events.

If you have a specific question relating to this topic, get in touch and the SHRA team will be on hand able to help.

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5

Building a business case

In social housing, there are always important but competing demands for financial and staff resources – and these resources are often limited. Therefore, a great business case is vital for a successful retrofit project.

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6

Procurement strategy

Procurement can feel complex and dauting, but it is also rich with opportunity. A well-run procurement exercise can leave your organisation:

  • Better informed about the state of the market for retrofit products and services
  • More effectively engaged with your residents
  • Setting out on your contract in an atmosphere of openness and trust
  • Achieving the results you want more efficiently, securing better value for money and meeting your wider objectives
  • Compliant with procurement legislation and regulations

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7

Identifying planning constraints

Housing providers will be well versed in local planning policy when it comes to new build, but may be less familiar with planning related to retrofit. The good news is that many retrofit measures do not require planning permission; however, some local authorities have unique rules and there may be constraints related to older buildings, conservation areas or specific local building types which you will have to follow.

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8

Understanding PAS2035
Coming soon

Please bear with us while we put the finishing touches to this section. It will be available soon but, in the meantime, why not check out our expert-led masterclasses, podcasts and live online events.

If you have a specific question relating to this topic, get in touch and the SHRA team will be on hand able to help.

Learn more

9

Monitoring and evaluation strategy
Coming soon

Please bear with us while we put the finishing touches to this section. It will be available soon but, in the meantime, why not check out our expert-led masterclasses, podcasts and live online events.

If you have a specific question relating to this topic, get in touch and the SHRA team will be on hand able to help.

Learn more