Compliance Assessed.
Risk Reduced.

Independent compliance advisory for Local Authorities and Registered Social
Landlords.

We assess portfolio risk, define regulatory position, and produce governance-ready compliance roadmaps — before procurement or installation begins.

UK-wide coverage

Governance-ready outputs

Structured delivery handover

Who this is for

Local Authorities

Strategic compliance planning across housing and public estate portfolios. Clear reporting for Cabinet, scrutiny, and finance approval processes.

Registered Social Landlords

Portfolio prioritisation, funding alignment, tenant-impact planning and regulatory risk visibility before capital commitment.

What CASE provides

Portfolio Compliance Assessment


EPC/MEES position, risk hotspots, data gap review.

Risk & Readiness Report


Clear findings, recommendations, and decision pack for internal approval.

Compliance Roadmap


Prioritised plan by archetype/stock cohort, timelines and dependencies.

Delivery Handover Pack


Scope of works, specifications, partner matching, structured mobilisation.

What "Compliance Assessed, Risk Reduced" means:

Compliance Assessed

 

Your regulatory position is clearly defined before action is taken — including EPC exposure, funding criteria alignment and documentation strength.

Risk Reduced

Decisions are structured, defensible and audit-aligned — reducing regulatory, financial and reputational risk across your portfolio.

Why public bodies choose CASE

Governance-ready outputs

Clear separation between advisory and delivery

Risk identified before procurement

Funding-aware programme structuring

Consistent methodology across regions and stock types

Welsh local authority & Housing association portfolio

Challenge:

Local Authorities and Housing Associations managing ageing housing stock, variable EPC data, and funding-driven retrofit delivery requirements under ORP and capital programmes.

Delivery approach:

Multi-year installation and service contracts across Welsh social housing, including ORP-aligned programmes and capital-funded heating upgrades. Portfolio-based mobilisation, compliance-led installation, and structured reporting aligned to contract requirements.

Outcome:

Active delivery across Welsh LA and HA portfolios, sustained framework presence, and repeat contract extensions — demonstrating operational capability, governance alignment, and scalable mobilisation within regulated environments.

Ready to reduce compliance risk across your portfolio?

We will review your regulatory exposure, funding pathways and delivery readiness — and provide a structured route forward.