Our stock assessment, data analysis and archetyping services help social landlords, councils, and housing associations make evidence-based decisions for retrofit energy improvement programmes. By analysing your housing stock and creating property archetypes, we provide a clear understanding of energy performance, upgrade potential, and funding eligibility.
These services are particularly valuable for programmes such as the Social Housing Decarbonisation Fund (SHDF), Off-Gas Retrofit Programme (ORP), Energy Company Obligation (ECO) and other grant or incentive-backed retrofit initiatives.
Why Stock Assessment and Data Analysis Are Critical
Accurate stock data and analysis are essential for planning retrofit schemes efficiently. Without a detailed understanding of your properties, investment decisions may be misaligned, costly, or non-compliant.
Our services help landlords to:
- Identify construction types and non-traditional housing systems (PRC, Airey, Wimpey No-Fines, Cornish, BISF, etc.)
- Understand energy efficiency and retrofit potential across the stock
- Prioritise interventions for maximum impact and cost-effectiveness
- Generate evidence for grant funding applications and business cases
- Support long-term asset management and decarbonisation strategies
What Our Service Includes
Stock Assessment
Comprehensive review of housing stock, including construction type, age, condition, energy performance, and historical interventions.
Data Analysis
Collation and validation of stock condition, EPC and retrofit assessment data to identify gaps, inconsistencies, and opportunities for improvement.
Archetyping
Grouping properties into representative archetypes based on construction, energy performance, and retrofit suitability, providing a scalable approach to programme planning.
Reporting and Recommendations
Clear outputs detailing stock characteristics, archetype profiles, retrofit potential, and funding programme eligibility, enabling informed decision-making.
Supporting Retrofit and Energy Improvement Programmes
Our stock assessment and archetyping services are designed to support:
- SHDF, ORP, and ECO funding applications
- PAS 2035-compliant retrofit planning
- EPC improvement strategies
- Options appraisals for retrofit or refurbishment programmes
- Strategic asset management and long-term decarbonisation planning
This ensures landlords understand their stock comprehensively and can target interventions where they deliver the greatest benefit.
Deliverables
Clients receive:
- Detailed stock assessment reports
- Validated and analysed datasets
- Property archetype profiles with retrofit recommendations
- Prioritisation framework for intervention planning
- Documentation suitable for boards, regulators, funding bodies, and asset managers
Reports are written in plain English, translating complex data into actionable insights that drive retrofit decision-making.
Why Work With Us?
We have extensive experience delivering stock assessment, data analysis and archetyping for social housing retrofit programmes, including non-traditional and hard-to-treat properties. Our expertise combines technical energy performance knowledge, housing asset management, and funding programme insight, ensuring your retrofit planning is evidence-based, compliant, and cost-effective.
We help landlords optimise retrofit outcomes, secure funding, and achieve energy efficiency and net zero targets, while making strategic decisions that maximise the long-term value of their housing stock.