It isn’t every day that you present energy saving measures to your director.
Don’t base your recommendations on estimated data.

Start now

With the best part of two years until you need to submit your compliance on 5 December 2019, it seems a bit early to be talking about the next round of the Energy Savings Opportunity Scheme (ESOS).
However, we are within a year of the qualification date which falls on 31 December 2018.

This date not only identifies the end of the 4 year qualification period but also dictates what data you should be collecting and using for ESOS.

Need a quick introduction to ESOS? Click here.

ESOS Phase 2 Dates

What data do I need?

Your energy data is required for two separate stages of the ESOS process and whilst there are differences in each stage, there is plenty of overlap that can make your life easier.

You can see from the table below that using energy units when assessing your total consumption means consistency when moving forwards to your audits – and whilst you may not use the exact same dates, this is an option.

Relying on invoices for your data could also be a mistake with your audits requiring more granular data.

ESOS Data Requirements

Different date restrictions for different data

For your total energy calculation

You require 12 consecutive months of data that includes the qualification date but not the compliance date.

ESOS_Assessment Dates_Phase 2

For your audits

For your ESOS audits, you require 12 consecutive months of data not more than 24 months before your audit and starting not more than a year before the compliance period nor extending beyond the compliance date. This data can’t have been used in a previous phase of the scheme.

ESOS_Audit Dates

The quality of your data is more important for your audits

Once you have collated, analysed, gap-filled and selected your de minimis energy to exclude; you will need to perform ESOS audits on any energy not covered by ISO 50001, a Display Energy Certificate or a Green Deal assessment.

ESOS audits have to use energy consumption profiling in their analysis of energy use. Make sure your data is easily accessible by those conducting your site visits to allow them to focus on the identification of Energy Conservation Measures.

The better the data, the more insight from your audits and the more reliable your energy saving recommendations.

Whilst using the same 12 month period for your assessment and audit is a time-saver, the more recent the data to your audit; the more relevant the audit will be to current practice. This is another reason to get as much of your portfolio metered or logged now and as much of your data on a single energy analytics platform.


What to do next?

  1. Ensure you have absorbed all of the guidance available on
  2. Sort your data and metering NOW so you have great data available for your assessment and audits
  3. Determine whether you can save costs by performing the data analysis in-house before outsourcing
  4. Find the most suitable auditor for your business sector so you can get relevant recommendations. Make use of the approved register of ESOS lead assessors that can be found here.


Don’t give yourself a headache

Stark offers metering and data collection for anything from large electricity supplies to sub-metering of specific equipment or gas metering with added AMR.

Our superior analytics platform makes compiling all your utility data easy and our consultant access means that your auditor can access your most relevant site energy data even when they are at site.

If you aren’t proactive about collating and collecting your energy data now then you risk giving yourself a headache next year when carrying out your audits.

Ask our energy analysts for a hand if you’d like help compiling your data including data estimation.


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