ESOS Compliance Guidance: Are you ready for ESOS Phase 2?

We are quickly approaching ESOS Phase 2 of the Energy Savings Opportunity Scheme. If you qualify for ESOS you must submit your notification of compliance by 5th December 2019.  Whilst this might seem a little early to be talking about the next round of ESOS assessments, companies need to start collecting 12 consecutive months of energy data that includes the qualification date (which falls on 31st December 2018) but not the compliance date.

Phase 1 saw close to 2,800 late submissions, resulting in a number of punitive measures.  In addition, only 16% of the total submissions received during Phase 1 were compliant with the ESOS requirements, with three-quarters requiring remedial action.

It is essential that you review your ESOS requirements to ensure you capture the correct information and energy data for your sites. This was one of the biggest audit failings for many organisations during ESOS Phase 1 due to lack of consideration to the organisation structure, its partner, parent and sister companies.


Data Collection

12 consecutive months of energy data must be provided that includes the qualification date (which falls on 31st December 2018) but not the compliance date.  Figure 1 shows the energy data restrictions.  It is worth noting that relying on invoices could be a mistake as your audits may require more granular data.

Figure 1 – Energy data restrictions

Our team of Energy Data Analysts can support your organisation with collating accurate energy data and ensuring all aspects of reporting are covered, subject to the organisations’ declaration.

Audit Restrictions

 You are required to provide 12 consecutive months of energy data in order to complete your audit.  Your audit cannot be undertaken more than a year before the compliance deadline of 5th December 2019 nor extended beyond this date.

Many organisations that delayed starting the process during Phase 1, experienced difficulties in finding ESOS Lead Assessors and collating accurate energy data. This resulted in a number of late submissions.  We recommend planning early and speaking with one of our ESOS Lead Assessors now by calling 0117 379 0850 or emailing

Data Quality

The better your data, the more insight you will gain from your energy audits and the more reliable your energy savings recommendations.  The more recent the data included within your audit, the more relevant the audit will be to current working practices; this is why metering your portfolio and collating your energy data now will provide you with valuable information.

Next Steps

The qualification criteria and requirements of ESOS Phase 2 are complex and can be challenging for organisations to ensure compliance.  Speak to one of our ESOS Lead Assessors now on 0117 379 0850 or email


If you would like to learn more about ESOS Phase 2, sign up to our free webinar and speak with one of our ESOS Lead Assessors.  Alternatively, if you are not able to join our webinar, a recording can be viewed here.

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