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Energy Savings Opportunity Scheme (ESOS)

Join our free ESOS Phase 4 webinar on Thursday 16th July!

With Phase 4 now underway and the 31st December 2026 qualification date approaching, join us as we cover the ESOS compliance process, qualification criteria, key dates, routes to compliance, the removal of Green Deal assessments, and more. Through case studies and expert guidance, we will also offer practical insight into how ESOS can support your wider sustainability goals, from SECR, carbon footprinting, and Carbon Reduction Plan development. 

Go beyond compliance with the Energy Savings Opportunity Scheme (ESOS).

The Energy Savings Opportunity Scheme (ESOS) is a mandatory energy assessment for large UK organisations. It requires qualifying businesses to undertake energy audits and identify energy reduction measures, which they must report back to the Environment Agency.

The ultimate aim of ESOS is to help companies uncover new ways to save and reduce their energy usage, increase operational efficiency, and contribute to the UK’s Net Zero targets.

ESOS is a dynamic regulation, with phases introducing new reporting requirements. Beyondly's hassle-free solution helps businesses navigate these complexities and meet their obligation with ease.

Am I obligated?

Obligated organisations must comply in phases, with each phase having a qualification date (on which a company must assess whether they are obligated) and a compliance deadline (by which date an organisation must be compliant).

A UK organisation is obligated to comply with an ESOS phase if, on the qualification date, it either:

  • Employs 250 or more people, or
  • Has an annual turnover in excess of £44m and an annual balance sheet total in excess of £38m, or
  • Is an overseas company with a UK registered establishment which has 250 or more UK employees
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Chat to us about your ESOS obligation or request your proposal today.

ESOS operates in four year phases, with obligated companies required to carry out an audit of their energy consumption over a 12 month period. As we approach Phase 4, businesses must prepare for new compliance requirements and expanded reporting obligations.

Qualification date for Phase 3: 31st December 2022

Compliance deadline for Phase 3: 5th June 2024

Qualification date for Phase 4: 31st December 2026

Compliance deadline for Phase 4: 5th December 2027

Increasingly, businesses who don’t meet the above thresholds are conducting ESOS assessments voluntarily to support their carbon reduction commitments, going above and beyond to mitigate climate change. Following the ESOS scheme presents a real opportunity for businesses to improve energy and fuel efficiency, reduce carbon emissions and subsequently, reap financial benefits.

Your solution & the benefits

How can Beyondly help?

There are two main routes to compliance with ESOS; most organisations comply either through the development and maintenance of a certified ISO 50001 energy management system, or through the energy audit route.

Beyondly provide full compliance management for both routes and have delivered ESOS consultancy projects achieving 100% compliance from Phase 1 of the scheme.

Our team act as an extension of your business, providing you with the expertise and support you need to achieve compliance with confidence. 

Through the energy audit route, Beyondly will:

  • Appoint the right Lead Assessor for your business.
  • Calculate accurate energy data, including electricity, heating, fuel for fleet and company cars.
  • Identify areas of significant energy consumption.
  • Conduct high-quality ESOS compliant energy audits onsite.
  • Notify the Environment Agency of compliance.

Speak to our friendly team for further advice and your no-obligation ESOS compliance proposal.

Contact our team!

ESOS Action Plans & Progress Updates

ESOS action plans are a new requirement for all ESOS obligated companies, to report on which energy efficiency actions they intend to commit to, with details of timelines and estimated kWh savings.

Phase 3 action plan deadline: 5th March 2025 (extended from the original deadline of 5th December 2024)

Phase 4 action plan deadline: 5th December 2028

Beyondly can help your organisation create your action plan following notification of ESOS compliance. You can expect:

  • An initial kick-off call.
  • A review of existing ESOS reports and recommendations.
  • A collaborative call to discuss which recommendations to pursue in the action plan period.
  • Calculations of kWh savings broken down for each action type (buildings, transport and industrial processes).
  • Calculation of the total kWh savings over the period covered (Dec 2023-Dec 2027).
  • The provision of a spreadsheet inclusive of calculated savings, graphs and timelines for action implementation in line with the requirements outlined below.

Following the action plan submission, you'll be required to provide an update on your progress within 12 months, and then 12 months after the first progress update deadline. 

Phase 3 progress update deadline 1: 5th December 2025

Phase 3 progress update deadline 2: 5th December 2026

If you've missed any of the ESOS compliance deadlines, our expert team are still on hand to support you in meeting the requirements.

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Meet your legal obligation

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Identify energy saving opportunities

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Reduce carbon emissions

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Increase operational efficiency

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Your ESOS Actions Roundup for 2025

As we move further into 2025, it's time to focus on turning ESOS commitments into tangible progress. Whether you're already underway or just getting started, we have highlighted key actions and deadlines to keep your organisation on track with ESOS Phase 3 requirements – and prepare for what’s ahead in Phases 4 and 5.

We have worked with Beyondly for multiple ESOS phases; always finding their energy audits and support with the process insightful and informative, giving us ideas to complement our own energy saving initiatives. Since forming the partnership, we have greatly increased our understanding of organisational energy use and reduced our consumption and costs.

ESOS runs on a four-year cycle, at the end of which, a full assessment must be carried out by a Lead Assessor and the relevant information submitted to the Environment Agency. From Phase 3 onwards, there is also the requirement to report on action plans and provide annual progress updates in line with the recommendations from the assessment.

Why Beyondly?

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Beyondly's expert team are here to support your business navigate environmental regulations with confidence, providing you with a straight-forward and practical solution to compliance, so you can meet your obligation with ease and achieve real impact.

We actively engage with government and key stakeholders to shape and guide regulatory developments, whilst representing our customer’s interests wherever possible.

As a proud B Corp, we are dedicated to using our business as a force for good by helping businesses become more confident in their environmental choices, as well as driving positive change to preserve and protect the planet. For the past decade, we have maintained the Customer Service Excellence Standard, which underscores our unwavering commitment to placing the customer at the heart of everything we do. Our adaptable approach ensures that we evolve alongside you, guiding you through the ever-changing environmental landscape.

Meet our experts:

Coleman, Sean
Sean Coleman (AISEP, AMEI)
Sustainability Consultant

Sean Coleman (AISEP, AMEI)

Sustainability Consultant

I enjoy assisting our clients with their sustainability goals to help ensure a healthier environmental future
Lovell, Ben
Ben Lovell (PISEP)
Sustainability Consultant

Ben Lovell (PISEP)

Sustainability Consultant

I enjoy facilitating businesses' journeys towards impactful and lasting sustainability
Bergman, Kristi
Kristi Bergman (AISEP)
Sustainability Consultant

Kristi Bergman (AISEP)

Sustainability Consultant

I'm passionate about supporting others in reducing their environmental impact.

A complete approach to sustainability

Why does it matter and where to begin! 

The climate crisis has led to increased demand on companies to assess and improve their environmental performance. Pressure comes from all stakeholders; investors, government, customers, employees, and the public. Therefore, in order to continue meeting expectations and grow as a business, it is crucial to develop and implement robust sustainability strategies.  

The world of sustainability is complex, and with evolving demands and sustainability jargon it can be difficult to know where to start.  An additional challenge is that it can vary for every business, with the need to consider specifics for your industry and business model. This is where Beyondly's sustainability strategy can be tailored to your specific business, allowing you to excel in your industry and where it counts for you. 

A sustainability strategy can help businesses create long-term benefits for their employees and business while ensuring they have a positive impact on the environment. 

It's time to prepare for the future and embrace the demands of your stakeholders.

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