What is ESOS?

In 2014 the Energy Savings Opportunity Scheme (ESOS) regulation was introduced as a reiteration of the Article 8 of the EU Energy Efficiency Directive. The ESOS as an energy assessment and energy savings scheme  mandates that all large enterprises carry out an ESOS compliant energy assessment and identify energy efficiency opportunities at least ones every four years. We are now if Phase 2 (second compliance period) of ESOS. The qualification date for the ESOS Phase 2 is 31 December 2018, and the final date for compliance with Phase 2 and making your notification is 5th December 2019.

Which organisations qualify for ESOS?

1. Any UK organisation must comply with the Energy Saving Opportunities Scheme (ESOS) if it is a large undertaking, or is part of a corporate group which includes another UK undertaking, and meet either one or both of the conditions below:

– has 250 or more employees, or
– has a turnover of more than 50 million euro annually  (£44,845,000),  and an annual balance sheet total of more than 43 million euro (£38,566,700)

2. Any overseas (non-UK registered) company with a UK registered establishment which has 250 or more UK employees

Organisations qualify for the second ESOS compliance period if, on 31 December 2018, they met the ESOS definition of a large undertaking. Whilst ESOS compliance predominantly applies to businesses,  not-for-profit organisations and any other non public sector undertakings that meet the criteria must also comply.

For more information about ESOS, and to find out if your organisation will need to take part, refer to the Environment Agency’s  ESOS Guidelines.

The EMA offers both opportunities for your company to train internally one of your staff member to undertake your ESOS compliance or to appoint one of the EMA Registered Lead Assessors.

How to become an EMA Registered ESOS Lead Assessor?

The four-step process through which a candidate is placed on the register is outlined below.

  1. Application — The application form can be downloaded here
    NB. As part of the application each candidate must submit a CV, copies of academic, vocational or professional qualification certificates and evidence of competence in the ten mandatory areas outlined in PAS 51215:2014 and as outlined in the Competence and Commitment section of the application form. In addition to the application form, CV and certificates, the initial pack should also include a signed copy of the EMA Code of Conduct.
  2. Become an ESOS Lead Assessor Course — This One Day Course has been designed to ensure successful candidates are conversant in all aspects of ESOS. The next course is scheduled on 16 Sep 2019 in London.
  3. Written Assessment — Each candidate will be asked to complete a post-course written assessment to progress to the Peer Review Interview stage.
  4. Peer Review Interview — The candidate will then undergo a peer-review interview (undertaken by telephone) by two members of the EMA ESOS Scrutiny Committee to check the knowledge gained through the process, skills and experience to date and also to check the validity of the evidence provided at the previous stages.

  • Dates

The next available EMA Leading an Energy Assessment course date is 16 September 2019 in London.

If you are interested in appointing an ESOS Lead Assessor, or if you want to become an ESOS Lead Assessor please contact Jana at jana.skodlova@theema.org.uk or call 0203 176 2834 for further information.

  • Cost

The cost of the process including all learning materials, tuition and administration is £1,250 + VAT.

The successful candidate will be placed on the EMA ESOS Lead Assessor Register for 3 years, subject to annual CPD. If there is a change in ESOS Regulations further evidence of competence may be necessary.
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