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Resource: Shelter -The Guide

Name of organisation:

Type of ressource: guidance documents

Addressed barriers:

  • technical
  • managerial

Addressed users:

  • project manager
  • building user (social housing organization)
  • contractor
  • design team


  • English

Process stage:

  • organisational strategy development


Project Management Capacity Building Partnership Working Monitoring


The aim of this Guide is to propose possible alternatives for the energy renovation process for SHO. These alternatives havebeen shown to overcome difficulties some SHOs have experienced in their existing renovation processes.

The guide is divided into 3 sections:
Section 1 describes the different delivery methods that a SHO can use for an energy renovation project, as identified in the SHELTER project. Here, “delivery method” means the process used by an SHO to organise the design, works and subsequent maintenance for a construction project. Each delivery method is analysed, describing the involvement and relationship of people in the different phases.
Section 2 introduces a “decision tree” that is aimed at guiding SHOs in the choice of the most appropriate delivery method depending on a number of identified key parameters that are related to the general policy and ambition of the SHO and to the specific characteristics of each refurbishment project.
Section 3 provides detailed guidance on specific tools that are necessary or may be useful to implement the chosen delivery method. This section describes how to implement and what actions that a SHO can take to improve its renovation process. Some specific examples and links to existing guides complete the landscape of available tools.
This guide is linked to another SHELTER publication “Recommendations for Public Authorities” that gives a number of recommendations on how to improve the coordination between professionals in the energy renovation of social housing.



For further information, please contact:

Ms Ruiz Lazaro Angela
Project Manager
Tel: +33 1 40 99 45 00

Related Files
Shelter_-_The_Guide.pdf (2137.9 kB)