Prepare your Phase Request: Tools and guides
Introduction
Phase Requests are formal statements that allow Warm Homes: Social Housing Fund Wave 3 recipients to outline the specific delivery plans for a group of homes that are ready to start delivery. Phase Requests should be submitted to the Department for Energy Security & Net Zero (DESNZ) and, once approved, grant funding for that phase becomes available for drawdown.
The Phase Request guides and tools below will give you an overview of Phase Requests, how to submit and monitor them, and the Phase Request Planning Tool developed by RISE.
A practical walkthrough
An overview of how to plan, submit and monitor your phase request, and an introduction to the tools and guides on this page.
Stage 1: Introduction to Phase Requests
The purpose of Phase Requests is to balance flexibility for grant recipients with assurance for the Department for Energy Security and Net Zero (DESNZ). This guide shares key considerations and lessons learned from year one.
Stage 2: Planning a phase request
An introduction to the Grant Recipient Portal Dashboard, Phase Planning Tools and the Cost Caps Tracker.
Stage 3: Submitting a Phase Request
The Phase Request must be submitted and approved before any retrofit installations begin. This guide outlines this process and how to complete the Phase Request Form.
Stage 4: Monitoring your phases
Monitoring your phases is about regularly checking that delivery, funding and approvals remain aligned as your project progresses. Use the Grant Recipient Portal dashboard as your primary reference point. This will provide real-time information on your project. This guide also outlines how you can use this and the Phase Planning Tools throughout your project to support delivery.
Phase Request Planning Tool
RISE has developed the Phase Request Planning Tool. The tool should be used to input financial information for your project and track how phase costs relate to your grant and co-funding allocations. This will help to ensure that costs are not allocated to the wrong FY and to ensure that annual funding allocations are not exceeded.