ESOS Assessments

Describe the outcome required as well as the immediate issue. The starting information should identify the location, people affected and any change in use, so the assessment addresses the current requirement rather than simply repeating the previous arrangement.

The brief identifies qualification, energy data, audit or compliance routes, lead-assessor requirements and reporting responsibilities. It defines evidence gathering and the actions needed under the current phase. The accountable organisation retains the approval and submission responsibilities assigned by the scheme.

Scheme requirements can change between phases. Use current official guidance for qualification, deadlines, action plans and progress reporting rather than rely on a previous audit. A general energy survey does not automatically satisfy ESOS.

The proposal identifies the responsibilities that remain with the site or property team and the work included in our instruction. Connected repairs and specialist activities receive their own clear scope, so each person understands what they must arrange and what records they will receive.

Provide organisational structure, energy records, previous submissions and assessment evidence. Identify the responsible senior management and the relevant lead assessor. Agree who supplies data across buildings, transport and other included activities.

We establish the support requirement and organise data and evidence against the current scheme. Assessment and reporting tasks are coordinated with the appropriate parties. Handover identifies completed evidence, remaining actions and the organisation's next responsibilities.

For several sites, we agree consistent reporting and escalation while retaining local contacts and operating requirements. Each action stays connected to its building or service area, with a named route for decisions that affect the wider operation.

Organisational complexity, energy uses, data quality and audit scope affect cost. Lead-assessor and reporting requirements need clear treatment. Start with qualification and boundaries so effort is directed at the right entity and activities.

Tell us about operating hours, critical periods and the activities that must continue. The programme and price should reflect those constraints, including any phased delivery, additional access arrangements and reporting needed by the operational team.

Offices need work coordinated with staff and visitors. Retail needs trading and deliveries considered. Hospitality brings guest areas and food operations into the brief, while education needs access planned around teaching. Our complete service and project offering supports all sectors, with the arrangements based on each site's actual activity.

We cover Northumberland, Tyne and Wear, County Durham and Tees Valley, including Berwick-upon-Tweed, Alnwick, Morpeth, Hexham, Newcastle, Gateshead, Sunderland, Durham, Darlington, Hartlepool, Stockton-on-Tees and Middlesbrough. View all locations.

For a multi-site requirement, provide the local contact and working restrictions for each address. A common service brief still needs the differences between premises recorded.

Read planning an energy improvement project and building management systems explained. Official guidance provides the relevant context for this service. Browse the Knowledge Centre.