ESOS Phase 2 – Advice from ESOS Lead Assessors


Unlike Phase 1, participants of ESOS have had plenty of time to get prepared for Phase 2.

As you are no doubt aware, ESOS requires participants to review their energy consumption within three (3) specific areas:

  1. Industrial Processes
  2. Transport
  3. Buildings

As we approach the start of Year 3 in Phase 2 of ESOS, the guidance requires that energy consumption data covers the specific date of the 31st December 2018.

We would, therefore, recommend that the period 1st April 2018 to 31st March 2019 is utilised for your ESOS reporting. Please note that if you are not already recording transport mileage; you should make provision to do so for the above period.

Participants must also conduct audits to identify cost-effective energy saving opportunities and report compliance to the scheme’s administrator by the 5th December 2019.

Taking action now to ensure that this data is recorded and correlated correctly will make your reporting in 2019 far easier for all concerned.

Compliance Period Qualification Date  Compliance Period Compliance Date;
1 31st December 2014 From 17th July 2014* to 5th December 2015 5th December 2015
2 31st December 2018 From 6th December 2015 to 5th December 2019 5th December 2019
3 31st December 2022 From 6th December 2019 to 5th December 2023 5th December 2023
4 31st December 2026 From 6th December 2023 to 5th December 2027 5th December 2027

Our advice is to not delay the process any longer. Despite the legal requirement to comply with ESOS, the compliance process will provide a comprehensive overview of your organisation’s energy consumption, highlighting energy saving opportunities which could benefit your business greatly. Therefore, the sooner you comply, the sooner you can start saving money for your business.

We understand that this process can be overwhelming so we have put together this simplified guide on the steps that are required to complete ESOS and help you reach compliance by the 5th of December.

  • Meet qualification criteria
  • Understand ESOS requirements
  • Decide whether to carry out the audits yourself, or appoint a Lead Assessor
  • Gather all relevant data
  • Draw up an audit plan
  • Set and undertake audits
  • Identify energy saving opportunities
  • Complete a report highlighting return on investments (ROIs), with a life-cycle cost analysis (LCCA) or a simple payback calculation
  • (LCCA) or a simple payback calculation
  • Sign off by selected Lead Assessor and Director
  • Submit to Environment Agency by 5th December

2EA® have two CIBSE registered UK ESOS Lead Assessors and we offer three main ESOS management packages to help you meet the requirements of the Energy Savings Opportunity Scheme. If you require any assistance or have any questions, please feel free to get in touch.

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