The question it answersAcross the portfolio we are bidding on, what capital will we need, and how should it shape our bid?
Diligence inside a deal window, from the seller's data room: a full decarbonization engagement for every building in the deal, rolled into one bid-decision report. Required spend is split from discretionary spend. Missing data lowers a building's confidence; it never removes the building, because you are pricing the whole deal.
Your expert decides once per building type, not once per building: a baseline decision and a roadmap decision on one representative building per group, then again on any building that does not fit its group.
| Step | Expert | Lead agent | Knowledge check | Per-building engagements | Portfolio economist | Quality reviewer | Report writer |
|---|---|---|---|---|---|---|---|
| 1. Kickoff and roster | Share the report date, the data room and your underwriting basis. | Reconciles the data room against the deal sheet; merges duplicate folders. | Checks every jurisdiction in the deal, once. | ||||
| 2. Set up buildings | Resolve any folder we cannot match to a building. | Sets up each building in your workspace. | |||||
| 3. Grouping | Groups the portfolio and picks one building to stand for each type. | ||||||
| 4. First wave | Runs the representative buildings first. | A full decarbonization engagement per representative building. | |||||
| 5. Expert decisions | One baseline and one roadmap decision per building type. | Applies your decisions across each group. | |||||
| 6. Second wave | Settle any building that does not fit its group. | Runs the rest on those decisions. | Fits the approved group, or comes back to you. | ||||
| 7. Economics and review | Splits required spend from discretionary. | Required spend against discretionary, across the deal. | Recalculation, plus an audit that every decision traces to you. | ||||
| 8. Bid report | Receive the bid-decision report. | Issues the report and writes headline figures back to each building. | Bid-decision report; names the source of any inherited decision. |
Each one has a single job, and all of their work reaches you through the lead agent. See every specialist.
Runs once for the whole deal, before any building starts: confirms our reference data covers every jurisdiction and building type, and researches the gaps with citations.
Works from: Our shared reference library, filed tariffs, published regulations and cost data
One calculation across the deal, splitting spend you are already obliged to make from spend that is a choice.
Works from: The cashflow engine and your underwriting assumptions
The bid-decision report, framed for a price adjustment, a reserve or both. Where a decision was inherited, it says so and names the building it came from.
Works from: The report template and every building's saved plan
Recalculates the figures and reports any issue building by building, and confirms every recorded decision traces back to a real message from a real person.
Works from: The same engines and data as the specialists, and the decision record
Behind these, the full decarbonization plan team (surveyor, modeller, carbon, measures, economics, report writer and reviewer) runs for every building in the deal.
Each of these is decided the same way every time.
If Something cannot be assessed: Lower the confidence and say what is unknown
If not Never drop the building
If Time remains before the report date: Chase the data room
If not Carry it as a stated assumption
If They share a condition report reference: Merge them before anything is created
If not Never priced twice
If It differs from the representative you approved: It comes back to you
If not Never quietly reshaped to fit
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