Portfolio Plus: model, measure and monitor housing retrofit roadmaps

Portfolio Plus will build on Parity Projects' market-leading software, Portfolio, to produce retrofit roadmaps that incorporate a greater range of inputs, manages their interaction in programme planning, and delivers them in a format suited to the retrofit data supply chain requirements including financial services, procurement services and contractors.

Through 17 years' experience of housing retrofit advice, Parity Projects has used data driven approaches to scale up advice provision from onsite homeowner advice to portfolios of up to 125,000 homes for landlords, and area-based analyses across 1 million+ homes for clients like London Councils, Greater Manchester Combined Authority, Citizens Advice and the Climate Change Committee. The market is mature, to a certain extent, as there are a number of products and services available that map out what homes require to get to their decarbonisation targets.

The gap in knowledge, at the portfolio scale, is how, when and where to do that work.

This has resulted in Parity Projects, its clients and product users including Royal Borough of Greenwich and DG Cities undertaking analysis that could be automated to the benefit of landlords, local authorities and residents.

We believe the answer is through a place-based approach, with a model that incorporates a time dimension that enables mapping and modelling to develop deliverable action plans. Working with current clients, including in-depth research of Greenwich's requirements and wider surveys of Parity's client base, this research will assess how the incorporation of data from across the market, in standardised and interoperable formats, can inform the development of roadmaps that are investor and procurement ready.