Delivering retrofit at scale, Retrofit project management, Support for businesses delivering retrofit, Support for Warm Homes grant recipients

Phase Requests – Quick Guide

Introduction

Phase Requests are formal submissions that allow GRs to outline the specific delivery plans for each phase of their Warm Homes: Social Housing Fund (WH:SHF) Wave 3 project. They provide more accurate, realtime information than the estimates submitted at application stage, including the number of homes, expected measures, costs, readiness (KPI1 and KPI2), and forecasted grant drawdowns. Once a Phase Request is approved, the GR becomes eligible to draw down the capital funding required for that phase.

Published: 26 February 2026

This quick guide has been prepared to help Challenge Fund Grant Recipients (GRs) understand the purpose, structure, and practical steps involved in developing and submitting Phase Requests (PRs) as part of the Warm Homes: Social Housing Fund (WH:SHF) Wave 3 process. It provides a clear introduction to what PRs are, the key activities required before submission, and the essential components of the form itself, as well as an overview of how PRs are assessed and approved.

The guide is intended as an accessible entry point to the PR process, and those wishing to explore the topic in more depth should refer to the full training materials and detailed guidance available on the RISE website. Readers requiring this document in a more accessible format can contact rise@turntown.co.uk