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ESOS Surveys and Services

What is ESOS?

The Energy Saving Opportunity Scheme (ESOS) is a new mandatory government scheme which affects up to 10,000 UK organisations. The scheme has been designed to increase industry’s awareness of energy consumption to make it easier for businesses to take action, to lower their energy bills and lower the rate of carbon emissions across the UK. The ethos behind the scheme is that reducing your energy consumption goes hand in hand with saving you money, so that the costs of the ESOS audit itself are more than paid back, if the identified energy saving measures are implemented.

ESOS will operate in four-yearly compliance phases. Organisations in the UK must assess whether or not they are required to participate in ESOS on the qualification date of each phase. The qualification date for the first phase was 31st December 2014.

Does ESOS apply to me?

ESOS will apply to your company if: it has more than 250 employees OR) an annual turnover exceeding €50m and a balance sheet exceeding €43m. For UK incorporate groups, if any part of the group qualifies for ESOS, then the whole group must comply, including any SME’s.

Your first and most important action is to engage with Luis and Bell to find out whether your business needs to comply with ESOS.

What do I need to do?

Following your initial free consultation Luis and Bell and if you qualify we will assign one of our ESOS consultant as soon as possible to plan your first audit as this must be completed by 5th December 2015 and could take several months to pull together.

We will then continue to monitor your organisation top assist in working towards the opportunities energy savings and further ESOS audits which will take place every four years from 2015 onwards.

Your dedicated Luis and Bell ESOS lead Assessor is responsible for working with you and the key parties in your organisation to identify opportunities to reduce energy costs and target energy waste, detailing those opportunities in your ESOS Report before the 5th December 2015 deadline.

The audit will involve looking at how your business uses energy, including how energy is used in buildings, transport and industrial operations based on an analysis of energy data and site survey evidence.

What about Compliance and Enforcement?

Organisations that are subject to ESOS, but do not meet the requirements, may be liable to compliance and enforcement activities.

Three types of notice are available under the ESOS Regulations.

These are:

A Compliance notice – This is an information request from the regulator to the participant. The compliance notice asks for information so the regulator can determine if the participant is complying with its obligations under ESOS.

An enforcement notice – this tells you what you must do to comply with a requirement of ESOS.

A penalty notice – this imposes civil penalties for breaches of the ESOS regulations The civil penalties which can (at the discretion of the regulator) be applied can vary from £5000 per regulation breach and £500 per day thereafter and up to £50,000 for misleading and inaccurate information.


Has it really been 5 years since the first one we did?

Time does fly by and before you know it its been 5 years and if you are not careful the expiry date has been reached and suddenly you are not as compliant as you would like to be. Having been in this business since the beginning I can recall the first AC - TM44 reports we carried out and here I am now speaking with the same client about re issuing them.

Air conditioning inspections are required for all air conditioning systems with an effective rated output of more than 12kw to be regularly inspected by an energy assessor.The inspections are to be no more than five years apart and the regulations to be carried out required the first inspection of the affected AC system are set out below.

  • Air conditioning systems, where the effective rated output is more than 250kW the first inspection must have taken place by 4 January 2009
  • Air conditioning systems, where the effective rated output is more than 12kW the first inspection must have taken place by 4 January 2011
  • A first inspection must have taken place within five years of the date when the system was first put into service on all AC systems put into service on or after 1 January 2008

Its easy to forget with all the legislation and various implementations of the Energy Performance Building Directive (EPBD). Its not been easy to keep up for my clients and who can blame them with all the various reports.....TM44 - EPC's - DEC's - ESOS - CRC - etc etc

At the time we had a bit of a "mad rush" as our clients understood that the impact of non compliance was far harsher than any of the other EPBD surveys and often impacted their Quality Systems and ISO Standards when externally audited.

Its time to check that diary and look into the Building Log Book and drop me a line if time has moved on a little quicker than you first thought.

Luis and Bell Surveyors complete a TITAN project.

Following the success of our delivery on project Tree earlier in the year Luis and Bell Surveyors were again successful in winning and then delivering on yet another large and complex EPC portfolio.

Project Titan portfolio comprised of 187 properties spread throughout the UK and comprised of retail, some with residential, offices, industrial and leisure.

The project was truly national and comprised of 42 properties in the South East and London; 41 properties in the North West; 29 properties in Scotland; 21 in Yorkshire and Humberside; 16 in South West; 13 in West Midlands; 10 in the North East; and finally seven, five and four in East Anglia, East Midlands and Wales, respectively.

Within the portfolio tenants included Rank Group’s Gaming division, the European operator of bingo clubs and casinos, Mecca Bingo and Grosvenor Casinos.

Luis and Bell Surveyors can see the woods for the TREE

Luis and Bell Surveyors Ltd completed the EPC requirement for project TREE. Project Tree portfolio comprised of 144-strong retail units along with a mixture of high street shops, convenience parades and centres, quality offices, industrial assets and around 250 apartments.

Jones Lang La Salle appointed sales agent by KPMG, increased the portfolio’s size by adding an additional 19 secondary and tertiary office properties around two weeks prior to the first round bidding deadline, formerly owned by Topland.

Assets included a secondary quality office in Birmingham, a tertiary office block in Croydon, a trading estate in Swindon as well as offices in Southampton and Swindon.

Large retailers within the portfolio included Wilkinson’s BHS, Sommerfield and Superdrug.

Luis and Bell Surveyors were instructed to undertake the EPCs and completed the project on time and within budget.

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