AP95 - ESOS Lead Assessor Application

Version History

Version	Revision Date	Changes Requested By	Changes Made	Status
V1.1	13/03/2025	G Law / Accounts	Link to T&Cs updated to point to latest version & Declaration payment wording updated from 'lodgements' to 'invoices'	Completed (LD)
V1.0	04/09/2024	Marketing	Small wording changes to page one instructions. Ready to go live.	Completed (LD)
V0.3	21/08/2024	G Law	Email notifications updated, including new Elmhurst Email Signatures, Director/Owner details included, steps to accreditation updated, form tested.	Completed (LD)
V0.2	07/08/2024	G Law	Remove need to download sep. competencies document and re-include competencies questions in the form, but enable the form to be saved part-way through. Complete overhaul. Included extra sections/pages to enable a corp acc to be created if needed. Hyperlinks corrected. 'Notes for competion' section created.	Completed (LD)
V0.1	24/07/2024	G Law	Complete review/overhaul of form, inc creating separate competencies doc (12 questions)	Completed (LD)

AP95 - Application to be an ESOS Lead Assessor
A note about completing this form . . .

This is a lengthy application and you will need to:
- Provide details of your qualifications, training, employment history, professional body memberships and upload supporting evidence
- Uplod a photograph of yourself (head and shoulders)
- Upload a form of ID
- Provide a detailed statement relating to 10 core competencies of a Lead Assessor
You can save your application at any time and continue at a later stage

To do this, click the 'save' button at the bottom of the page you are on
Then click 'Get Draft Link' - this will produce a link to your part-completed form that you can save for future use

(Note: you will not be emailed a link to your form)

Introduction
The Energy Savings Opportunity Scheme (ESOS) is a mandatory energy assessment and energy saving identification scheme for large undertakings and their corporate groups, which applies throughout the UK.

In order to become a Lead Assessor candidates must document their involvement, for at least two years in the previous five, in a role/project in professional energy assessment, and energy audit experience relevant to PAS51215 (can be purchased at http://shop.bsigroup.com/).

Elmhurst Energy’s Approved Register is approved by the Environment Agency.

Steps to becoming accredited:

Step 1

New ESOS assessors only: Book yourself onto one of our ESOS Lead Assessor training courses, for which payment will be required

Step 2

Submit your completed online AP95 ESOS Lead Assessor application form (for new ESOS assessors, this must be submitted at least 15 days prior to the course start date)

Step 3

Your skills, experience and qualifications will be mapped against our scheme requirements*

Step 4

We will then contact you to carry out a professional discussion, via telephone, to review the information included in your application

Step 5

Providing you successfully complete the mapping process and professional discussion, you will be eligible to attend the training course (new ESOS assessors only), complete the ESOS exam and join the scheme

* If you do not pass the mapping process a refund will be issued minus an administration fee. Please contact us for further details.

Elmhurst Energy Systems shall carry out its accreditation and certification activities with impartiality, manage conflicts of interest and ensure objectivity.

Please read and fully complete this application, providing us with all the information required. Insufficient detail and missing documents will result in applications being delayed.

What type of Account do you need?
Which type of account are you applying for?*

I am an individual / sole trader / owner - so I will be paying for any associated feesI am employed by a company and they will need to be invoiced for any associated fees. Once you are accredited you will need to provide the Company with your Membership Number so they can add you as a member of their Company's Corporate Account. They will then be billed for any fees associated with your accreditation.
Does this company already have an account with Elmhurst?

YesNo - Please note, you will be asked to provide the company details later in this application, which will enable us to set up a 'corporate account' on their behalf. We will also need the contact details of the nominated individual who is to be set up as the 'Operations Administrator' - The Operations Administrator is the person within the company who will manage the account, and will be able add/remove assessors as members to/from the account.
Company Name
Company's Elmhurst Account Number
eg, X123, BR34 etc
Company Invoice Email
example@example.com

Applicant Information
Full Name*

TitleFirst NameLast Name
Home Address*

Address Line 1

Address Line 2

Town/CityCounty

Postcode
Email*
example@example.com
Date of Birth*
DD/MM/YYYY
Main Telephone Number*
Second Telephone Number
Do you have any special needs* that you wish to disclose? If so, please provide details below:
* This could include physical disability, learning disability or anything else you would like to be taken into consideration, or that we may be able to help with as part of your application for membership.

Organisation/Company Details (sole trader/owner)

Please complete this section if you wish to be registered under YOUR OWN company name - these are the details under which your account will be set up. Otherwise, click 'Next' and we will set up your account with the details provided above in the 'Applicant Information Section'
Company Name (I am the owner or appointed director of this company)
Company Registration Number (if applicable)
Trading Address

Address Line 1

Address Line 2

Town/CityCounty

Postcode
Company Email (sole trader / owner)
example@example.com
Invoice Email (sole trader / owner)
example@example.com
Company Telephone Number (sole trader / owner)

Organisation/Company Details (corporate account)

Please complete this section if you will be working on behalf of a company. This will enable us to set up a 'corporate account' on behalf of the company and ensure any fees associated with your accreditation are invoiced to them.
Company Name*
Company Registration Number (if applicable)
Trading Address*

Address Line 1

Address Line 2

Town/CityCounty

Postcode
Company Email*
example@example.com
Invoice Email*
example@example.com
Company Telephone Number*
Director/Owner Name*

First NameLast Name
Director/Owner Email*
example@example.com
Where applicable, the above details must match the details listed at Companies House

Operations Administrator Details
Please provide the details of the person who will manage the corpoate account and will have the ability to view, create and change data, allocate work (for which there will be a charge), and will be able to add and remove assessors to/from the Corporate Account.

The named individual below will be identified as the 'Operations Administrator'.
Name of Operations Administrator*

TitleFirst NameLast Name
Date of Birth*
eg, 04/01/1992
Email (for Ops Admin)*
example@example.com
Main Telephone Number*
Second Telephone Number

Training Course Options
Please tick one of the options below.*

Route 1: 4-Day Lead assessor Training. Route 1 is available for candidates who can demonstrate 2 years experience within a role/project of professional energy assessment and energy audit experience relevant to PAS51215 (see section 11).Route 2: 1-Day Lead Assessor Training. Route 2 is available to CIBSE LCCs and Energy Institute CEM and RPECs who can provide evidence of their accreditation, and can demonstrate sufficient PAS aligned skills.Route 3 is available to ESOS Lead Assessors who are currently, or have been, a member of an approved register. The cost for the first year’s membership is £350+ VAT (this fee will be billed to the above invoice address).

Applicant Area of Experience
Please indicate the area in which your expertise and experience lie (multiple boxes can be selected).*

BuildingsTransportIndustrial Process
Area Coverage
Please tick the region(s) you wish to practise as an ESOS Lead Assessor.*

England & WalesNorthern IrelandScotland
Once you have passed the assessment and entered onto Elmhurst's Lead Assessor Register your details will be included in the Search-for-an-Assessor facility on the Elmhurst website. Each Lead Assessor will be set up showing full UK coverage.

If you do not wish to be listed as covering all areas of the UK please indicte by selecting the following check box and entering your postcode coverage details in the box below.
I do not want to be listed as covering the whole of the UK
Please list the following postcode areas that I cover:

Existing Accreditation
Are you currently accredited with Elmhurst Energy? *

YesNo
Please confirm your Surveyor ID
eg, W123-0001, BR22-0001 etc
Are you, or have you, ever been accredited with another Energy Assessor Accreditation Scheme?*

YesNo
Please confirm the name of the Accreditation Scheme

Qualifications, Training, Employment History and Professional Body Memberships
The following sections require you to confirm your qualifications, relevant training, employment history and professional body memberships. However, if your CV covers these areas in full, please upload a copy of your CV and you can skip the next few sections.

If your CV does not cover all these areas, please complete the below sections. Please also attach colour copies of any qualifications/certificates/membership confirmations relevant to this application.
If your CV covers your qualifications, training, employment history & professional body memberships, please upload your CV here

Upload a File

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Qualifications
Please list below all relevant qualifications held (academic, vocational and/or professional).

Please include details of:
- University/College/Training Provider/Professional Body
- Qualification/Name/Grade
- Relevance to property/Construction and/or Energy Assessment, and
- Year the qualification was obtained
Details of Relevant Qualifications
Qualifications

Upload a File

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Relevant Training
Please enter details below
Employment History

Previous five years only
Current Employer
Job Title
Date From/Date To
Previous Employer
Job Title
Date From/Date To

Membership of Professional Bodies
Please enter details below
Evidence of Membership of Professional Bodies

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Lead Assessor Core Competencies
Please provide a statement against each of the following 10 core competencies of a Lead Assessor or PAS 51215 (can be purchased from http://shop.bsigroup.com/). Each statement should clearly illustrate how the outcome of your qualifications, lifelong learning and experience has equipped you to meet the core competency.
Core Competency 1: Understanding the operational context of an organisation being assessed*
Core Competency 2: Familiarity with, and ability to apply, the requirements of energy efficiency assessment*
Core Competency 3: Scoping an energy efficiency assessment, as applicable to the organisation being assessed*

Lead Assessor Core Competencies (continued)
Core Competency 4: Understanding, in detail, of energy use and energy systems applicable to the organisation being assessed (buildings, industrial, transport)*
Core Competency 5: Managing energy efficiency assessment teams and budgets, and managing working relationships*
Core Competency 6: Understanding the techniques of measuring, sampling, sub-metering, and establishing an energy balance*

Lead Assessor Core Competencies (continued)
Core Competency 7: Data interpretation, including analysis and scrutiny of energy use, energy consumption, and energy performance data*
Core Competency 8: Identification, quantification, ranking and prioritisation of opportunities for improvement*
Core Competency 9: Managing working relationships*

Lead Assessor Core Competencies (continued)
Core Competency 10: Preparing and presenting a technical and non-technical report for an energy efficiency assessment*
Please comment in the box below on how your technical knowledge and skills relate to the following:
- Understanding and application of material and energy balance, fluid flow, heat transfer, transport systems, electrical systems
- Measuring, sampling, sub metering and interpreting results
- Understanding the role of operating procedures and their impact on energy performance
- Conceptual design, technical and economic evaluation
- Project planning and deployment
- Understanding the importance of maintenance

References
Please provide the names and addresses of two individuals who have recent experience of your work as an energy assessor and will be prepared to provide comment on your abilities with regard to the competencies defined in PAS 51215.
Name (1st Referee)

TitleFirst NameLast Name
Company Name (1st Referee)
Company Address (1st Referee)

Address Line 1

Address Line 2

Town/CityCounty

Postcode
E-mail (1st Referee)
Telephone Number (1st Referee)
Name (2nd Referee)

TitleFirst NameLast Name
Company Name (2nd Referee)
Company Address (2nd Referee)

Address Line 1

Address Line 2

Town/CityCounty

Postcode
E-mail (2nd Referee)
Telephone Number (2nd Referee)

Proof of Identity
To verify your identity (ID), please upload a colour copy of an in-date form of ID, either your passport, photo-card driving licence, or Government-issued UK Residence Permit.
ID (colour)*

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Please upload a passport-size photograph of you (head and shoulders). Photographs must be:
- In colour
- Taken with your eyes open and eyes must be clearly visible
- Free from reflection or glare on your glasses and free from red eye
- Forward facing, and looking straight ahead
- Taken of the full head, without any covering
Passport-style photo (colour)*

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Declaration
Terms and Conditions and Code of Conduct

Please click here, or visit the Elmhurst website to read the Elmhurst Energy Systems Ltd Standard Terms and Conditions.

Payment of invoices by direct debit is free, non direct debit payments are subject to a surcharge of 3% (minimum of £3.00). We are now able to accept paperless direct debits. If you would like to sign up to direct debit please email accounts@elmhurstenergy.co.uk stating your account number. We will then send you a link which you will need to complete with your bank details. You will then receive a confirmation email letting you know you have successfully set up your direct debit.

Applicant Declaration:

By signing this document I declare that all the information provided is accurate and truthful. If successful, I promise to abide by the Elmhurst Energy Code of Conduct and will ensure any Terms, Conditions and Standards that are currently defined and may be specified in future, are followed.

If successful in my application I also agree to visit the Elmhurst Energy website on a regular basis (at least monthly) to ensure that I remain aware of any changes to the Terms, Standards or Codes that apply to the Elmhurst Energy Systems Accreditation Scheme. www.elmhurstenergy.co.uk.

As an accredited Energy Assessor, I declare that I will ensure that all QA requests for audit are satisfied.

I confirm I have valid Professional Indemnity (PI) insurance in place and will maintain this throughout my ESOS accreditation.

Bill Payer’s Authorisation:

I confirm that I have discussed this application with the bill payer who has agreed to pay all charges and lodgment fees for work I do on their behalf. If this comes into dispute then I agree to pay the account myself.
Declaration*

By checking this box I agree to the above.
Please verify that you are human*
Should be Empty:

AP95 - Application to be an ESOS Lead Assessor

Introduction

What type of Account do you need?

Applicant Information

Organisation/Company Details (sole trader/owner)

Organisation/Company Details (corporate account)

Operations Administrator Details

Training Course Options

Applicant Area of Experience

Area Coverage

Existing Accreditation

Qualifications, Training, Employment History and Professional Body Memberships

Qualifications

Relevant Training

Employment History

Membership of Professional Bodies

Lead Assessor Core Competencies

Lead Assessor Core Competencies (continued)

Lead Assessor Core Competencies (continued)

Lead Assessor Core Competencies (continued)

References

Proof of Identity

Declaration