Research 2018

Introduction

The West Midlands Housing Officers Group provided grant funding to SHAP to carry out three linked pieces of research that are intended to assist West Midlands Local Authorities and Housing Associations to improve outcomes from investment in housing stock and to improve long-term outcomes from investment.

The research areas are:

  1. Development of a West Midlands healthy homes new build standard for the financing of the delivery of high quality, energy efficient, healthy homes. SHAP West Midlands domestic new build standard – ToR
  2. Development of a West Midlands Smart Sustainable procurement model to improve value for money and long term outcomes from investment for Local Authorities and their partners.   SHAP West Midlands smart sustainable procurement model – ToR
  3. Development of a West Midlands Model for financing the refurbishment of existing homes to address fuel poverty and energy efficiency targets.  SHAP West Midlands financial model for retrofitting existing housing stock – ToR

The research reports can be found on our RESOURCES webpage and below:

SUMMARY REPORT

SHAP WMHOG RESEARCH 2018 Summary Report August 2018 v2.0

SHAP WMHOG 2018 RESEARCH REPORTS

West Midlands new build healthy housing performance standard matrix

SHAP standard presentation – conference – handout

West Midlands new build healthy housing performance standard supporting notes

Costing Energy Performance Enhancements Beyond Building Regulations

Maximising Outcomes from Investment in Domestic Retrofit

Finance Models for Retrofit of All Housing Tenures

SHAP WMHOG Smart and Sustainable Procurement Model July 2018

The Smart and Sustainable Procurement Model report will be uploaded shortly.  We are currently updating information to include the work of the Construction Leadership Council.

 

 

 

PROCESS AND NEXT STEPS

A separate steering group was set up for each piece of research and, in addition, a wider panel of experts were invited to participate in the research groups through provision of information and contribution of their experience in commenting on research findings and the shape of the interim and final research outputs.

The research gave rise to a number of interesting findings and we will continue to develop the research information over the next few months.

We will hold technical workshops in Autumn 2018 and a final event on 16 November 2018.

The research information is already being used to support strategy development by the West Midlands Combined Authority.

SHAP has also set up a modern methods of construction group which is looking for opportunities to test the West Midlands New Build Healthy Homes Standard and monitor costs for different energy performance levels for different construction types and for a range of dwelling types.

We have begun a discussion on whether a new grant/low cost loan fund is needed to provide finance for construction of innovative new homes.

BACKGROUND

Invitation to join the SHAP Research Expert Panel 2018

(Published research outputs can be found under RESOURCES)

RESEARCH TIMETABLE

SHAP WMHOG New Build Healthy Homes Performance Standard 

15 March – first draft research reports due

19 March – first draft reports issued for Steering Group comment

26 March – deadline for Steering Group comment

29 March – Issue of final draft reports for expert panel comments

19 April –  deadline for expert panel comments

24/26 April – Steering Group meeting

5 May – final updates to the research reports/model

15 May – report/model launch

6 June – deadline for any further consultation comments

30 June – updated reports/models received

SHAP WMHOG Smart and Sustainable Procurement Model 

19 March – confirmation of award of commission

16 April – first draft research reports due

24/26 April – Steering Group meeting

4 May – updated reports issued to expert panel for comment

15 May – launch of interim report and consultation invitation to attendees and wider networks at the SHAP annual conference

6 June – deadline for consultation comments

30 June – updated reports/models received

SHAP WMHOG Finance Model for Retrofitting Existing Housing Stock

13 March – Invitations to Quote issued

20 March -Quotations returned

27 March – appointments confirmed and briefings held

24 or 26 April – draft reports presented to the Steering Group

1 May – updated reports issued to expert panel for comment

9 May – deadline for comments

15 May – launch of interim report and consultation invitation to attendees and wider networks at the SHAP annual conference

6 June – deadline for consultation comments

30 June – updated reports/models received

The research terms of reference  and invitation to join the research groups

SHAP West Midlands financial model for retrofitting existing housing stock – ToR 

SHAP West Midlands smart sustainable procurement model – ToR

SHAP West Midlands domestic new build standard – ToR

Invitation to join the SHAP WMHOG Research Groups 2017-2018

 

1. Domestic New Build Standard

A financial model for an affordable high quality energy efficient house that is commercially viable but delivers better quality and higher energy efficiency standards than the current Building Regs requirement.

The model will confirm construction costs per m2 (or ft2) that allow comparison with costs currently being funded by institutional investment.

The model will show how HCA DQS, Lifetime Homes and other quality standards can be met through new methods of construction which can also deliver to Code 4 -6 / zero carbon energy efficiency standards.

2 . West Midlands Smart Sustainable Procurement Model

A procurement model that provides an alternative to business as usual procurement and identifies appropriate timescales, processes and activity stages to deliver long term beneficial outcomes.

3.  West Midlands Refurbishment Finance Model

The output from this research will be a business case based on new financial models for funding investment in existing housing stock.

This model will respond to the following questions:

  1. What finance is available to Local Authorities and their partners to fund investment in existing housing stock?
  2. How do stock owners recover the cost of their investment in their stock? What is the business case that will encourage landlords to invest in energy efficiency retrofit?
  3. How can the risks that investment in existing stock does not deliver the predicted benefits be managed?
  4. What questions should be asked of private finance companies e.g. those offering free PV and battery storage installation currently.

Get Involved in SHAP Research

You can apply (or nominate someone else) to join the SHAP WMHOG (West Midlands Housing Officers Group) research groups, which will run from July 2017 to May 2018 in either of 2 roles:

  1. As a member of the research steering groups which guide the technical research programme and provide oversight and governance to ensure all funding conditions are met and research objectives are delivered.
  2. As a member of the expert panels, contributing time, expertise and information to inform the research and, in turn, benefitting from real time research findings.

A role on SHAP research groups provides real time access to emerging research. SHAP Members and representatives of the West Midlands Housing Group will form the body of the Steering Groups. After an initial scoping phase, invitations are now being extended to ensure that all skills sets and technical experiences relevant to the research area are represented on the Steering Groups and within the Expert Panels.

Sustainable Procurement – we are specifically seeking input from business on experiences of early market engagement; responding to market demand for new products; the accreditation process; and barriers experienced with the current procurement standards and access to supply chains

New financial models for energy efficiency retrofit – we are specifically seeking input from business including the financial, insurance and investor sectors

New build performance standard – we are specifically seeking input from businesses throughout the supply chain with experience of delivering new homes beyond current building regulation requirements, including those procuring, installing and maintaining sustainable construction and low carbon technology products

Join the Steering Group or Expert Panel

If you are interested in being involved in any of the Steering Groups or Expert Panels, please email co-ordinator@shap.uk.com.

Your Commitment

  1. Provide support throughout the duration of the research programme in your chosen role
  2. Attend at the Steering Group meetings or the Expert Panel member events
  3. Comment on documents which may be circulated in between meetings via email or post
  4. Contribute to discussions
  5. Treat everybody as an equal in the group, be tolerant of others’ experiences and perspectives and accept that while yours may be very different, no view is less valid than another
  6. Abide by the terms of reference and respect the rules of confidentiality

West Midlands Housing Officers Group Research Funding Rationale

The research meets the priorities for the WMHOG Work Programme as follows:

  • Supporting initiatives to address fuel poverty and links to health improvements through improving the energy efficiency of existing stock and promoting new performance standards for new build housing
  • Adding value by filling evidence gaps
  • Facilitating the exchange of best practice and developing initiatives relating to strategic housing matters.

This research is relevant to all housing tenures.