Mobilised in two weeks
Three trained assessors, access contacts, PPE requirements, delivery standards and the shared reporting process were brought into one plan.
Flagship case study • commercial portfolio
157-property programme.
157 EPCs in three weeks.
Caisson IO appointed ECO Connect to deliver 157 commercial EPCs and bespoke MEES reporting across a multi-estate pension-fund portfolio in South Wales.
The proposition
A time-critical investment decision needed dependable portfolio evidence.
The portfolio included expired certificates and lower-rated assets. The client needed a clear, current compliance position and costed improvement pathways to support MEES investment, budgeting, leasing and risk decisions. ECO Connect took responsibility for the full programme rather than treating it as a collection of disconnected surveys.
One controlled programme
ECO Connect allocated the workload, managed exceptions, tracked every property centrally and provided clear progress updates.
Audited before lodgement
Survey evidence was reviewed for consistency, with added scrutiny wherever the proposed rating was unexpectedly low.
The instruction
Industrial assets across four South Wales locations.
The 157 completed properties were spread across Cardiff, Bridgend, Cwmbran and Newport. They were mainly occupied or vacant workshops, storage buildings and distribution units, all requiring consistent assessment within a demanding programme window.
157Commercial EPCs completed
4South Wales locations
3Assessors coordinated
~3Weeks to deliver
Access and delivery
Occupied businesses kept operating while the programme kept moving.
Fisher German issued the initial access communications. ECO Connect then handled detailed responses, opening-hour restrictions, returned properties, PPE requirements and unforeseen access issues. Appointments and progress were controlled centrally through a shared Google Sheet and the programme’s audited delivery process.
Allocate
Properties were distributed between three reliable commercial assessors trained to ECO Connect’s delivery standards.
Coordinate
Access queries and business constraints were resolved through ECO Connect, Fisher German and site contacts.
Audit
Survey evidence and draft results were checked before lodgement, with technical queries managed centrally.
Report
Completed outputs were transferred to the client and summarised in a master portfolio spreadsheet.
Quality control
Consistency mattered as much as speed.
Assessors followed the same surveying expectations and bespoke MEES reporting structure. ECO Connect handled missing evidence and unusual buildings centrally, while low or unexpected ratings received additional visual and technical review before lodgement.
Survey review
Assessments were reviewed before lodgement, with enhanced scrutiny of lower ratings and results below the historic EPC.
Uniform MEES reporting
Reports presented costed measures, relevant limitations and modelled scenarios showing practical improvement pathways.
Portfolio insight
Property-level outputs were consolidated into a useful master view so the client could identify priorities and exceptions quickly.
Verified outcome
The portfolio finished with a substantially stronger energy-rating position.
The master portfolio analysis confirmed that 156 of 157 completed EPCs improved. It also identified the properties requiring further attention, supporting future investment, leasing and asset-management decisions.
99.4%of completed EPC ratings improved
45.9%reached an A or B rating
96.8%finished at C or above
152properties achieved C or above
These figures were cross-referenced against the completed EPC records and the original programme spreadsheet.
Client perspective
Clear communication, flexibility and ownership.
The programme depended on dependable coordination across a large number of properties, assessors and access contacts. The client’s feedback reflects the difference made by one accountable ECO Connect delivery team.
“ECO Connect successfully delivered a large and complex EPC and MEES improvement programme across 157 commercial properties throughout Wales. Their communication was clear and proactive throughout, and they managed access arrangements, assessor coordination and reporting with a level of flexibility and ownership that set them apart from other EPC providers we have worked with. Most importantly, ECO Connect always does what it says it will do—we would have no hesitation in appointing them for future portfolio projects.”Caisson IO
Portfolio capability
From 50 buildings to thousands—one clear delivery structure.
ECO Connect can mobilise and manage EPC, MEES and TM44 programmes across regional and UK-wide property portfolios, providing consistent standards, clear communication and one accountable route from instruction to final reporting.
Credible timescales
Delivery commitments are made when the programme can be resourced and controlled properly.
Managed network
Reliable assessors operate to one defined standard across every instruction.
Decision-ready outputs
Individual building evidence is combined with a useful portfolio-level view.
Start a conversation
Bring us the building—or the whole programme.
We will establish the scope, information required and the most appropriate route forward.