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How Do We Keep Track of EPC Ratings and Expiry Dates for Every Commercial Unit We Own?

Commercial landlord EPC expiry dates and ratings are scattered across units and buildings. We build a register that flags expiries and links EPCs to lettings.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer — TL;DR

EPCs get missed because each unit, and sometimes each building, has its own certificate with its own expiry date and rating, and nobody holds them together against the lease and letting plan. We build an EPC register that pulls certificates from the public register, links each to its unit, flags expiries and ratings your advisers want reviewed, and connects them to lease events so a missing certificate is found long before a letting or sale depends on it.

A letting held up by a certificate

Heads of terms are agreed on a vacant unit. The tenant's solicitor asks for the EPC. The property team finds one, but it has expired. A new assessment is ordered, and the assessor's visit is a fortnight away. When it arrives, the rating is lower than the old one, and the asset manager needs to take advice before the letting can proceed.

Across the portfolio, nobody knows how many other units are in the same position.

Why EPCs slip through

Energy performance rules for commercial lettings have tightened over time and may change again. Your advisers keep you informed on what applies. The administrative problem is simpler: certificates are scattered and dates are not watched.

  • Certificates were commissioned at different times by different people.
  • Some cover a whole building, some a single unit, some combined units.
  • Units split or merged since the certificate was issued no longer match it.
  • Expiry dates are not tracked against lease events.
  • Ratings are not reviewed alongside refurbishment plans.

What missing certificates cost

Lettings and sales are delayed while certificates are commissioned. Assessments are ordered in a hurry. Poor ratings are discovered at the point of letting, when there is least time to respond. Refurbishment plans are made without knowing which units most need energy improvements. And investors increasingly ask for a portfolio view of energy performance that is hard to produce.

Multi-let buildings complicate things further. A building-level certificate may have been used for years when individual units are let, and when a unit is refurbished and let on its own, its own certificate may be needed. Whether that is so is a question for your assessor and advisers, but it is only asked if someone knows which certificate covers which space.

The EPC register we build

  1. Each unit and building in your portfolio is matched to its certificates on the public EPC register by address, with a person confirming matches that are not clean.
  2. Certificate details are stored: rating, issue and expiry dates, the area covered and a copy of the certificate.
  3. Units whose layout has changed since the certificate are flagged for your review.
  4. Expiries are flagged ahead of time, and earlier where a lease event such as an expiry or break is coming up.
  5. Ratings are shown against the thresholds your advisers tell you to monitor, so you can see which units need attention.
  6. A portfolio view shows ratings by building and by floor area, for asset planning and investor reporting.
QuestionAnswered by
Is there a valid EPC for this unit?The unit record
Which EPCs expire in the next year?The expiry list
Which units does our adviser want reviewed?Rating against your chosen thresholds
Does the EPC match the current unit?Layout change flag
What is the portfolio's energy profile?The portfolio view

What your EPCs mean for your ability to let or sell is a question for your advisers. The register keeps the facts current and in one place.

How it helps the asset plan

No more discovering an expired certificate in the middle of a letting. Assessments are booked ahead of need. Refurbishment plans can include energy improvements where they matter most. Investor and lender questions about energy performance are answered from the register.

It also becomes easier to track the effect of works. When a unit is refurbished and reassessed, the old and new certificates sit side by side on the unit record, with the works that happened in between.

Is your EPC position clear?

  • You have found expired EPCs during a letting or sale.
  • Nobody holds a list of all certificates and expiry dates.
  • Units have changed shape since their EPC was issued.
  • You are not sure which units have low ratings.
  • Investors ask for energy data you struggle to produce.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Where does the EPC data come from?

From the public EPC register, matched to your units by address, and from certificates you hold.

Does this tell us what the rules require?

No. Your advisers advise on the rules. The register shows ratings against the thresholds they tell you to watch.

Can it book assessments?

It can send a request to your assessor with the unit details when an expiry is due, for a person to confirm.

What affects the cost?

The number of units, how clean your address data is and which systems hold your lease events.

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