Qualifying for the Energy Savings Opportunity Scheme (ESOS)

1. Qualifying for the Energy
Savings Opportunity Scheme
(ESOS)
7/28/2014 Gareth Parkes – EI Knowledge Manager
Energy & Environment Expo

2. Knowledge, Skills and Good Practice for the energy sector.
19,000 Individual members – professional fellows and members to students & graduates
250 Company members (from large organisations to SMEs and back again)
About the Energy
Institute (EI)
7/28/2014www.energyinst.org
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Institute

3. 1. What is ESOS?
– Why?
– What is the scope and timeline?
– Which organisations qualify?
2. How to comply?
– Main requirements
– Routes to compliance
– Auditing requirements
3. Who is qualified to do the work?
– Roles and responsibilities
– Lead Assessors
4. Conclusions
Qualifying for ESOS

4. What is ESOS?
Why ESOS?
What is the scope?
Which organisations qualify?
7/28/2014
1.

5. • EU Energy Efficiency Directive – to meet target 20% efficiency improvement by 2020
• 100bn Euro annual cost of energy inefficiency by 2020
• EU EED Article 8 – Requirements for energy audits for all ‘large enterprises’
• ESOS is the UK government response
• Light touch
• Information instrument
• Awareness raising
• Policy coherence
• Energy efficiency market stimulation
Why ESOS?
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6. • All organisations classified as ‘large undertakings’
• Determination of total energy consumption
• Buildings, industrial processes and transport
• Options exist for what to include and how to comply
ESOS Scope
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7. Early 2015
• Work out whether your organisation qualifies
ASAP
• Start undertaking your audits
5th Dec
2015
• Date of disclosure for first reporting period
2016
• Audits to be carried out at least once every four years
ESOS Timeline
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8. • Large undertakings:
• 250 or more employees or
• annual turnover and its annual balance sheet exceed £42.5m and £36.5m, respectively.
• Corporate groups that contain one qualifying organisation require the whole group to comply
• It excludes public sector organisations (but includes third-sector organisations)
• Allows franchisees to ‘opt in’ to group reporting
Which organisations
qualify?
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9. How to comply?
Main requirements
Routes to compliance
Auditing requirements
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2.

10. • Determine total energy consumption over 12 month reference period
• Identify areas of significant consumption: >90% of overall consumption
• Select most appropriate route to compliance
• Lead Assessors to conduct / supervise audits and approve ESOS assessments
• Company director / senior manager to sign off main energy saving conclusions and
recommendations
• Submit formal notification to the compliance body
Main requirements
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11. • ISO 50001 Energy Management Systems certification
• ESOS Assessments
• Lead Assessors
• Internal / External
• Audit coverage
• Beyond compliance
• Engagement
• Investment / Implementation
Routes to compliance
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12. • Lead Assessor
• Agreement on the audit methodology to be implemented
• Auditing stages – buildings, industrial processes, transport adding up to >90% of total
consumption
• Data verification – evidence based
• Use of CRC, CCA, EU ETS, etc. data
• DECs and Green Deal Assessments
• One or many approach can be applied
• It is the participating organisation that has the legal responsibility to comply
Auditing
requirements
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13. Who is qualified to do the
work?
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3.
Roles and responsibilities
Lead Assessors

14. • Lead Assessors
• Internal or external
• Undertake and / or supervise assessments
• Suggest improvement measures
• Senior managers
• Agree assessment process
• Sign off ESOS assessments
• Auditors / Assessors
• Undertake specific technical auditing activity
• Staff / team members
Roles and
responsibilities
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15. • Can be internal staff or external consultants
• Must be a member of a register approved by the compliance body.
• Need to meet requirements of PAS51215
• Demonstrate their knowledge, understanding and expertise of energy assessments
• Technical and non-technical skills
• Up to date and committed to professional development
Lead Assessors
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16. Profile: an individual concerned with the management and efficient use of energy in various forms.
He / she will have expertise in energy management and a broad knowledge of the energy sector as
a whole. He/she will provide a lead role in their organisation with regard to the management of
energy and provide advice on the development and implementation of energy policies.
– Knowledge and understanding of the energy industry
– Practical application of your energy knowledge to your job role
– Management and leadership
– Interpersonal skills
– Professional standards and the energy professional’s obligations to society, the
profession and the environment
Chartered Energy
Managers
7/28/2014

17. • Register of accredited and validated professionals – rigorous requirements for registration and
maintenance to ensure quality.
• Key features of the Register:
• Access to the broadest range of specialist advice on energy efficiency and energy
management.
• A source of experienced, highly qualified, accredited professionals.
• Searchable directory by sector, technology experience or skills.
http://Efficiency.energyinst.org for more information
Register of Professional
Energy Consultants
(RPEC)
7/28/2014

18. Conclusions
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4.

19. • Qualifying organisations
• Need for good quality data
• Opportunity is in the implementation – plan for results
• Qualified people
• Professional development opportunities
• Requirements for key staff
• A successful energy audit should lead to
• a) developing a better understanding of your organisation’s energy consumption,
• b) detecting any variations in energy consumption and the main drivers of these variations
• c) identifying cost-effective energy saving opportunities through the promotion of energy
efficiency.
Register of Professional
Energy Consultants
(RPEC)
7/28/2014

20. Thank you for listening.
Any questions?
General enquiries:
info@energyinst.org
http://Knowledge.energyinst.org
Energy management questions / updates:
efficiency@energyinst.org
http://Efficiency.energyinst.org
7/28/2014