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What is ESOS?
ESOS is the UK’s response to Article 8 of the European Commission’s Energy Efficiency Directive. It aims to cut carbon emissions by requiring the thousands of large businesses that operate in the UK to measure their energy consumption and identify measures that could be implemented to achieve energy savings.
You will need to comply with ESOS if your organisation operates in the UK and:
- employs 250 or more people,
- or has an annual turnover in excess of 50 million euro (£44,845,000), and an annual balance sheet total in excess of 43 million euro (£38,566,700)
Under ESOS, all companies required to comply must undertake an energy audit conducted or overseen by an approved ESOS Lead Assessor once every four years, unless the organisation is fully covered by ISO 50001.
Audits will include an estimate of total energy consumption covering buildings, industrial processes, and transport, and identify energy saving opportunities. The audit must be signed off by a board-level director before being submitted to the national scheme administrator.
The first deadline was 5 December 2015, and the next deadline is 5 December 2019. By that date you will need to have completed the following steps
- Measured the organisation’s total energy consumption;
- Conducted audits to identify cost-effective energy efficiency opportunities; and
- Reported compliance to the national scheme administrator – the Environment Agency in England, SEPA in Scotland, NIEA in Northern Ireland and NRW in Wales.
Find an ESOS Lead Assessor
The EI has two listings of energy efficiency professionals who are approved to act as ESOS Lead Assessors, the Register of Professional Energy Consultants (RPEC), and our listing of Chartered Energy Managers approved as ESOS Lead Assessors. You can use these to find an experienced energy efficiency profession who can work through the ESOS process with you and help you identify real energy efficiency savings.
All professionals on our listings required to hold Chartered status and follow a strict Code of Conduct (link), so you can be sure that your organisation will get the best energy advice and that the services you receive are up-to-date, timely and professional.
The following Chartered Energy Managers are approved to act as ESOS Lead Assessors and offer their services to businesses.
The list of In House Lead Assessors lists those Chartered Energy Managers who are approved to act as ESOS Lead Assessors within their own organisation. Some have moved into consultancy roles and may be available to be contracted to perform ESOS assessment on a consultancy basis.
Become ESOS Lead Assessor
Interested in joining our registers?
There are two routes to becoming an ESOS Lead Assessor with the EI –
- By qualifying as a Chartered Energy Manager through the EI and demonstrating that you meet the PAS standards
- By joining RPEC, the Register of Professional Energy Consultants, our expert register for those who specialise in energy efficiency advice
Click the tabs below to find out more about each route.
The ESOS Toolkit
The EI’s ESOS toolkit is designed for those undertaking ESOS audits. This toolkit can be used by anyone working towards ESOS compliance, whether you are an ESOS Lead Assessor or are working within a company preparing to appoint an assessor.
The toolkit includes:
- Tool A: Overview and introduction – A guide to ESOS and the toolkit
- Tool B: Total Energy Consumption tool – It allows user to collate energy data for a Company or Group in either units of energy cost, energy consumption or distance, and produce a view of the total energy profile
- Tool C: ESOS Audit Templates – It outlines the scope, content and output of a best practice ESOS Audit
- Tool D: Life Cycle Cost Analysis tool – It allows the user to collate data from scenarios and determine the life cycle cost analysis of business as usual verses an investment in new equipment
- Tool E: ESOS Commercial considerations – It provides advice for consultants entering into an agreement with a client to conduct ESOS work. (May also be useful from a client point of view when hiring a consultant.)
- Tool F: EU EED Article 8 – A guidance note covering the transposition of the Energy Efficiency Directive (EED) Article 8 across Europe.
For more information, watch our webinar: A guide to using the ESOS Toolkit
- EI member: £155 + VAT
- Non-member: £315 + VAT
- Special rates apply to EI ESOS Lead Assessors and also those individuals who purchased the 1st version of the toolkit during Phase 1 of the Scheme. Please contact the EI's training team at email@example.com for further information on discount codes.
10% discount for purchase of five or more toolkits in the same transaction.
ESOS CPD Training Package
The ESOS CPD training package consists of the following 5 online modules:
- Module 1: ESOS Legislation and Standards
- Module 2: Energy Saving - Controls and Energy Efficiency
- Module 3: Energy Saving - Lighting
- Module 4: Energy Saving - Motors and Drives
- Module 5: Managing Health & Safety for ESOS Assessors
A short multiple-choice quiz is included at the end of each module.
The training package has also been developed to support EI ESOS Lead Assessors in meeting the annual CPD requirements specified by the Environment Agency. As a requirement of their registration, Lead Assessors must complete 5 CPD hours specifically related to ESOS each year.
Please contact the EI's training team at firstname.lastname@example.org for further information.
More about ESOS
- ESOS Briefing: A more detailed guide to the ESOS legislation and its requirements. Download the Briefing
- ESOS FAQs: The most common questions about ESOS compliance and regulations answered. Download the FAQs
- ESOS Presentation: slides from our presentation - ‘Preparing for ESOS Phase 2 – Applying the lessons learnt in Phase One’, presented at the 2018 Edie Energy Management Forum. Download the presentation slides
- ESOS Newsletter February 2019 – Issue 1: Notification that ESOS Phase 2 Guidance is now available and details on the key updates contained in this latest version of the guidance. Download the newsletter
- ESOS Newsletter February 2019 – Issue 2: Update that the new notification system for Phase 2 is now live and details on the changes featured in this new system Download the newsletter