Retrofit prioritization

For portfolios where you hold little more than addresses: every building is enriched from public sources and scored, the top candidates get a look from the street and screening-grade economics, and the result is a shortlist sized to how many document requests you can actually make, with the specific documents to ask for on each.

The expert decides once, at the start: which jurisdictions matter, which measures are off the table, and how many buildings you can request documents on. The rest is ranking.

A portfolio with almost no data Led by the Prioritization lead

From start to finish

1Kickoff

2Enrich every building

3Score and shortlist

4Curbside look

5Screening economics

6Shortlist and asks

Expert

Set the jurisdictions, any measures to exclude, and the document-request budget.

Receive the shortlist and the ask list for each building.

Lead agent

Records the brief and the scoring weights.

Runs every address.

Ranks and cuts to the budget.

Assembles the report.

Knowledge check

Checks what we already hold for each jurisdiction in the portfolio.

Asset screener

Footprint, building type and peer benchmark per address.

Compliance screener

Local rules and carbon exposure per jurisdiction.

Curbside surveyor

Street and satellite imagery for each shortlisted building.

Retrofit advisor

Candidate measures for each shortlisted building.

Portfolio economist

Screening-grade capex, savings and payback.

Report writer

The shortlist and a document request per building.

Quality reviewer

Checks the ranking and that every building was scored or marked unscored.

: Expert decision
: Automatic check
: Lead agent
: Specialist
: Repeats per building
: On site

Read the diagram as text

Retrofit prioritization: who does what at each step
Step	Expert	Lead agent	Knowledge check	Asset screener	Compliance screener	Curbside surveyor	Retrofit advisor	Portfolio economist	Report writer	Quality reviewer
1. Kickoff	Set the jurisdictions, any measures to exclude, and the document-request budget.	Records the brief and the scoring weights.	Checks what we already hold for each jurisdiction in the portfolio.
2. Enrich every building		Runs every address.		Footprint, building type and peer benchmark per address.	Local rules and carbon exposure per jurisdiction.
3. Score and shortlist		Ranks and cuts to the budget.
4. Curbside look						Street and satellite imagery for each shortlisted building.
5. Screening economics							Candidate measures for each shortlisted building.	Screening-grade capex, savings and payback.
6. Shortlist and asks	Receive the shortlist and the ask list for each building.	Assembles the report.							The shortlist and a document request per building.	Checks the ranking and that every building was scored or marked unscored.

The specialists

Each one has a single job. They work from shared files, hand back what they found, and never speak to you directly. Everything comes back through the lead agent.

Asset screener

A building profile and energy position for every address from public sources, each tagged with how confident we are.

Tools: resstock, comstock, building-science, bpd, energy-star, overture-maps, brave-search

Compliance screener

Local building performance rules and carbon-target exposure for every jurisdiction in the portfolio.

Tools: crrem-skills, cambium, bps-compliance

Curbside surveyor

Street and satellite imagery for each shortlisted building: rooftop equipment, glazing, envelope, anything observable before a site visit.

Tools: overture-maps

Retrofit advisor

Candidate measures for the shortlist, screened and costed at screening grade.

Tools: measure, costing, incentives, utility_rates

Portfolio economist

Screening-grade capex, owner-captured savings, payback and NPV per candidate, explicitly marked as estimates.

Tools: cashflow

Report writer

The shortlist, the document request for each building, and the top measures across the portfolio.

Tools: soapbox-agent

Quality reviewer

Recalculates the ranking and checks every building either got a score or is marked unscored.

Tools: cashflow, bpd

When it is not clear-cut

The lead agent never improvises. Each of these is decided the same way every time.

Is this the right pass?

If You hold real data on each building: Portfolio analysis instead

If not Continue here

A building cannot be enriched

If Public sources return nothing usable: Keep it on the list, marked unscored

If not Never drop the building silently

Shortlist size

If More strong candidates than your budget: Cut to the budget and name the next ones down