Competencies, Roles and Responsibilities of Lead Assessors

Any organisation that opts for energy audits, Display of Energy Certificates and Green Deal Assessments needs a lead assessor to review the chosen ESOS compliance routes. The Derivative provides that energy audits should be carried out independently by qualified and accredited experts. Additionally, these audits should be implemented as well as supervised by independent authorities under the national legislation.

Lead assessors undertake several roles in ESOS assessments. He or she is the one responsible to take the lead of the entire assessment team, prepare the plan, conduct the meetings and submit the formal report to governing authorities. Nevertheless, selecting an appropriate lead assessor is an important element that every organisation should carefully consider.

Competencies Requirements of Lead Assessors

Lead assessors should be knowledgeable enough with in-depth expertise in carrying out energy efficiency assessment. They should also possess foundational, functional and technical competencies to deliver the task effectively. Likewise, consider the assessors? sector experiences, familiarity with your business? technologies and properties, and accreditation with prescribed standards.

As you choose your lead assessor, contemplate on the skills and qualifications that would give your organisation benefits.

Roles and Responsibilities of Lead Assessors

The business organisation is responsible for the overall legal ESOS compliance. Moreover, here are some of the roles and responsibilities that lead assessors should assume in ESOS assessments.

The lead assessor agrees on the audit methodologies that the organisation would undergo in new audits. He or she agrees with the ESOS participant regarding the audit timetable, sampling approach and visits required. It is also the lead assessor?s role to identify the opportunities on energy saving and assist in calculating the cost savings from the measures taken. During the ESOS audits, the lead assessor determines the energy use profiles, presents the recommendations and reviews the entire assessment as a whole. Furthermore, he or she should maintain the evidence pack of the ESOS to uphold the audit’s credibility, its findings and recommendations.

Finding Lead Assessors

Energy and environment professionals would only be able to demonstrate their expertise as lead assessors upon registering in a professional body accredited by the Environment Agency. Any business that needs a lead assessor is advised to check on the EA?s website to see the details of approved registers.

Lead assessors can either be in-house experts or external professionals. However, they should be able to provide proof of membership as an approved register to take the role of a lead assessor. If the organisation has an internal lead assessor, the company should then take the final ESOS assessment to two board-level directors that would sign the formal report.

Indeed, the lead assessor is an organisation’s partner when it comes to delivering great results. With good professional conduct and excellent management of an assessment team, the lead assessor can help achieve breakthrough energy efficiency strategies. More than anything else, the organisation will benefit from maximum energy savings opportunities ahead. Thus, every qualified business enterprise should invest in finding the best lead assessor to guide them towards success.

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Disadvantages of Spreadsheets

Spreadsheets are flexible, inexpensive and easy to use. They are especially handy when it comes to beating report submission deadlines or making impromptu data computations. That’s why office workers, managers and even executives have made spreadsheets their go-to solution for such undertakings and more.

Spreadsheets have become so ubiquitous, that they’ve found their way into a wide range of applications including complex modelling, accounting reconciliations, market data analysis, work flow tracking and monitoring, analytical review and financial reporting.

Unfortunately, organisations heavy reliance on spreadsheets have made these User Developed Applications (UDA) into high-risk office tools. Simple spreadsheet errors like leaving out a negative sign or a cut-and-paste mistake have already caused million-dollar discrepancies. Also, when a fraudulent employee enters into the picture, the risks become unimaginable.

Think TransAlta?s spreadsheet cut-and-paste glitch (the company later called this a ?simple clerical error?) which caused the energy firm a whopping $24 million loss or Fidelity?s overstatement of its earnings owing to the omission of the minus sign on the spreadsheet of a $1.3 billion net capital loss.

In both cases and in many other similar spreadsheet fiasco, the errors played a major role in the organisation’s decision-making, leading to disastrous results including, but not limited to financial loss, shattered investor confidence and public embarrassment.

If these are scenarios your organisation can ill afford, then it’s time to ask yourself: Do the disadvantages of spreadsheets far outweigh their benefits to merit a call for total liberation from them?

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Still looking for a Way to Consolidate Excel Spreadsheets?


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Spreadsheet woes – ill equipped for an Agile Business Environment


Spreadsheet Fraud


Spreadsheet Woes – Limited features for easy adoption of a control framework


Spreadsheet woes – Burden in SOX Compliance and other Regulations


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Why Spreadsheets can send the pillars of Solvency II crashing down

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Integrated eCommerce – The right way to do extend your business online

With more people spending more time on the Web, now is the perfect time to start selling your products and services online. And if you think those people are only busy posting status updates on Facebook and Twitter but avoid all other websites, think again. Many are actually buying stuff online. E-commerce has never been bigger. In the UK, it was already worth 100 Billion two years ago.

Buyers are finding it more convenient to buy products and services online because they can do so from practically anywhere; even in the comfort of their homes. What’s more, they could browse through more choices at a fraction of the time they?d have spent doing the same thing in brick and mortar establishments.

So if your potential buyers are already out there, what’s stopping you from opening your virtual doors to greet them?

Antiquated e-Commerce

Now, before you start getting excited in setting up your own idea of an eCommerce-ready website, you might want to be aware of what a sound e-commerce investment entails these days. If all you’re thinking is a site that accepts orders and have someone enter those orders in your accounting system, then you’ve got it all wrong.

You’re never going to get good returns on your investment that way. While you’re opening doors for new income streams, you’re also introducing additional costs and sophistication for processes that are highly susceptible to errors, inconsistencies, delays, and, eventually, client dissatisfaction.

Doing it right with integrated e-Commerce

To compete with others who are also offering the same products and services as yours, you need to ensure complete customer satisfaction. The best way to achieve this is to employ integrated e-commerce. This is an e-commerce system that combines your payment system, accounting, ERP, CRM, inventory management, analytics, and others into a cohesive, synchronised environment.

The idea is to do away with majority of your manual tasks in order to achieve fast, efficient, accurate, and secure transactions and other related processes.

eCommerce integration will allow you to do business 24/7 without requiring any of your staff to render the same number of hours. That means, your company continues to operate and earn even while all of you are fast sleep.

Then when you’re up, you can view reports telling you what transpired overnight, over the weekend or over any specified period of time. The information you obtain can help you make well-informed decisions and act on issues much quicker.

And because your business is on the Web, you can serve customers and obtain new ones from geographical locations far from where your office or store is actually located. If you want, you can even gain customers from halfway around the world.

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How to create a custom form with Field Elite

A common requirement for most Field Service Workers is to complete various forms and paper based inspection checklists when visiting customer sites and remote area locations.  Often the data collected is often used in collaboration efforts across multiple teams and organisations. 

Using paper forms, binders, cameras, and filing cabinets can make this process complicated, frustrating, and often, near impossible.

If you consider that, even though we are entering the third decade of the new millennium and despite the proliferation of Smart Phones and Tablet computing an incredibly large percentage of field service teams are still making use of paper based systems!

Read more about the benefits of digital forms data collection

Field Elite Customised forms

Field Elite enables Field Service organisations to easily create their own customised forms which can be attached jobs. 

The creation of forms can be done using the Web Based Administration Portal which is provided as standard to all customers when signing up for an account.

To access the form builder from Side Navigation navigate Settings –> Form Templates –> Create Form


You will then be presented with Form Builder utility which will contain an Empty Default Form and a list of fields types you are able to insert.

There are a variety of fields you can use to create all manner of forms. There is no restriction on the number of fields or field types you can choose to create forms suitable for your purpose.

If you can think it you can create it

In the example, we’ll work through, we are going to create a Simple Conference Room Inspection  Report, to be used by Facility Managers to assist in carrying room inspection reports for conference centres.

To add fields to your form simply Drag and Drop the fields onto the form.

Once you have completed adding which fields you require to your form and you are satisfied with the layout.

Select Settings tab to provide a meaningful name for your form.

You can also select a Form Layout you wish for your form.  For the purpose of this post we are going to leave it as Vertical.

Once you are satisfied with your form you can select Save Form 


Once your form has been saved it will be available for selection when defining jobs in the system.

Summary

It is really easy to define custom forms using the Field Elite from templates module.  The Form Template module enables you to create any manner of forms your organisation may require.

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