Portfolio Plus: model, measure and monitor housing retrofit roadmaps

Portfolio Plus将以Parity Projects的市场领先软件Portfolio为基础，制作包含更多输入的改造路线图，管理它们在方案规划中的互动，并以适合改造数据供应链要求的格式提供，包括金融服务，采购服务和承包商。通过17年的住房改造咨询经验，Parity Projects使用数据驱动的方法来扩大咨询服务范围，从现场房主咨询到房东多达125，000套房屋的投资组合，以及为伦敦议会，大曼彻斯特联合管理局，公民咨询和气候变化委员会等客户提供100多万套房屋的基于区域的分析。市场在一定程度上是成熟的，因为有许多产品和服务可以规划出家庭需要什么来达到他们的脱碳目标。在投资组合规模上，知识的差距是如何，何时以及在哪里做这项工作。这导致了平价项目，其客户和产品用户，包括格林威治的皇家自治市和DG城市，进行可以自动化的分析，以造福房东，我们认为，解决办法是采取基于地点的办法，并采用一个包含时间维度的模型，以便能够进行绘图和建模，制定可交付的行动计划。与现有客户合作，包括对格林威治要求的深入研究和对Parity客户群的更广泛调查，这项研究将评估如何以标准化和可互操作的格式整合来自整个市场的数据，为投资者和采购准备的路线图的制定提供信息。

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.