Leading an ESOS Assessment

Face-to-face | In-company

Overview

The Energy Savings Opportunity Scheme (ESOS) is a mandatory energy assessment scheme for organisations in the UK that meet the qualification criteria. For the current requirements, visit the UK Government website. 

Organisations that qualify must carry out an ESOS assessment every four years. These assessments are audits of the energy used by their buildings, industrial processes and transport to identify cost-effective energy saving measures. The assessments must be led, planned and approved by an approved ESOS Lead Energy Assessor (LEA). IChemE is an approved authority to award this status and this course is a prerequisite to registration as an LEA with us.

The course provides those experienced in energy assessment with the necessary knowledge to lead, review and approve an ESOS assessment that will incorporate energy and net zero requirements. It uses a series of short lectures, classroom discussions, video clips, and examples from commerce and industry, allowing you to critically analyse, assess and define the aspects of leading, reviewing, and approving an assessment in your current and future employment.

Learning outcomes

By the end of the course, you will have gained a thorough knowledge of:

• the processes of leading, reviewing, and approving an assessment according to ESOS and PAS 51215-1 (see additional core competency information)
• the competency requirements of a Lead Energy Assessor according to PAS 51215-2
• using data analysis as a basis to scope the energy and net zero assessment and to inform opportunities for improvement
• the common variables that drive energy consumption and GHG emissions
• applying systems thinking in energy and net zero assessment.

You will have to complete and pass a post-course assessment within seven days of the course in order to become registered as an ESOS Lead Energy Assessor.

Who will benefit

Those who wish to become a registered ESOS Lead Energy Assessor to provide energy and net zero assessment for their company and/or wish to undertake external consulting work in energy and net zero assessment to comply with ESOS regulation or follow the principles of PAS 51215-1.

Course outline

• Introduction
• Why carry out an energy and net zero assessment?
• Provisions of Energy Savings Opportunity Scheme (ESOS) regulation
  • Who needs to comply?
  • ESOS compliance routes
  • Requirements for the assessment and the audit(s)
  • Reporting ESOS compliance
  • Enforcement
• Process for conducting energy and net zero assessments
  • Initiating the assessment
  • Preparing the assessment
  • Conducting the assessment
  • Reporting the assessment
• Competence of lead assessors and assessment teams
• Adding values to energy and net zero assessments

Minimum criteria for admission

• Chartered Membership (MIChemE) or Fellow (FIChemE) of IChemE
• Experience in carrying out energy management and energy auditing activities (typically no less than five years).

Upcoming courses

Online

• No scheduled dates.

Face-to-face

• 30 June 2025, Rugby, UK

Fees 

• IChemE member – £900 + VAT
• Non-member – Not applicable

How to register 

In order to register for this course, please first download and complete a course experience form and return it to courses@icheme.org. 

We will then confirm your acceptance on the course within five working days.

Please note, as well as the fees to attend the course, if you successfully pass the post-course assessment, there will be an additional annual fee to remain on the ESOS Register.

More than one person to train?

Multi-place discounts

Discounts are available to companies booking more than one place. Bookings must be made at the same time to receive the discount.

• 2 places – 10% discount
• 3 places –15% discount
• 4 or more places – 20% discount

In-company training

This course can be delivered to corporate teams, either on-site or online. This could be a cost-effective option if you have several people requiring the training. Content can be tailored to your specific requirements. Request a quotation.

Continual Professional Development (CPD)

An e-certificate will be issued at the end of the course to confirm attendance and CPD hours logged. Please note that you must attend the whole course to receive the certificate. 

Delegates who complete the ESOS course will need to demonstrate Continual Professional Development (CPD) in the areas of energy and net zero annually. CPD records will need to be submitted annually for evaluation.

Background reading

• Sustainable Energy – Without Hot Air, David McKay (2008, UIT Cambridge)

• Sustainable Materials with Both Eyes Open, Julian Allwood and Jonathan Cullen (2015, UIT Cambridge)