You must comply with The Energy Saving Opportunities Scheme (ESOS) if your organisation is a large undertaking and:

– has 250 or more employees in the UK, or
– has a turnover of more than 50 million euro annually (£38,937,777), and an annual balance sheet total of more than 43 million euro (£33,486,489)

If you are a charity, are part of a conglomerate, or are small but own other businesses, you may still need to take part. The Environment Agency have published the ESOS Guidelines to refer to in order to find out if you will need to take part.

If you must comply, here’s what you need to do:

Track all of your energy for 12 months.
This can go back to December, 2011 and must include your buildings, fleet vehicles and industrial processes.
Appoint a Lead Assessor as soon as possible.
The Lead Assessor is a qualified energy assessor who can help you determine the best way to go about the process.

The EMA offers both opportunities for your company to train internally one of your staff member to undertake your ESOS audit 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. Leading an Energy Assessment Course — This One Day Course and its introductory pre-course assignment  have been designed to ensure successful candidates are conversant in all aspects of ESOS.
  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.


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. If there is a change in ESOS Regulations further evidence of competence may be necessary.


The next available EMA Leading an Energy Assessment course dates:

3 July 2019, London

If you are interest to appoint an ESOS Lead Assessor or if you want to become an ESOS Lead Assessor please  contact Jana at or call 0203 176 2834 for further information.

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