Stock condition and energy surveys for newbuild homes, providing Optivo with consistent asset data for Apex system integration and future planning.
The client
Optivo (now Southern Housing) is a large housing association delivering new homes across London and the South East. As part of its development programme, the organisation requires accurate, consistent asset data to support long‑term management, compliance and investment planning.
Services provided
The project
FFT was appointed to deliver stock condition and energy surveys across a series of newly completed residential developments. The aim was to ensure that newbuild properties were fully and consistently represented within the client’s Apex asset management system from the point of handover.
The programme covered multiple schemes and phases, requiring a flexible approach that could respond to changing delivery timelines while maintaining data consistency across the portfolio.
Our role
FFT undertook stock condition and RdSAP surveys of newly constructed homes, capturing asset attributes, energy data and key building information.
We developed a programme based on sampling and archetype‑based data cloning, allowing representative units to be surveyed in detail and applied across similar properties. This ensured efficiency while maintaining the integrity of the data.
All outputs were aligned to the structure and requirements of the Apex system, with validation undertaken prior to upload to ensure the data could be used immediately by the client’s asset management and data teams.
The challenges
The programme spanned multiple sites and phased completions, requiring survey activity to be carefully aligned with handover timelines.
Asset and development data provided at the outset varied in quality and structure, requiring validation before surveys could be progressed.
Different tenure types within schemes meant that not all units required the same level of inspection, adding complexity to the survey strategy.
There was also a critical requirement to ensure consistency across datasets so that information could be reliably uploaded and used within the Apex system.
Added value
FFT applied a proportionate, programme‑wide approach that balanced efficiency with data quality. By using sampling and data cloning, we reduced unnecessary site visits while ensuring coverage across all asset types.
We also worked closely with the client’s asset and data teams to ensure outputs were structured correctly, reducing the need for rework and enabling faster integration into existing systems.
The result was a consistent, reusable dataset that could support decision‑making beyond initial data upload, forming a reliable foundation for ongoing asset management.
The outcome
Optivo achieved a complete and consistent set of stock condition and energy data across newly developed homes, ready for integration into its Apex asset management system.
The data supports a range of business needs, including planned maintenance, compliance reporting and long‑term investment planning, while also providing a structured baseline for future updates as the stock matures. puts can be reused and built upon, supporting a more structured and progressive approach to energy improvement rather than one‑off assessments.
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