The following are the key steps an undertaking should undertake to comply with ESOS.

1. Determine if it is within scope – as discussed in Newsletter No 2 – i.e. large undertaking or part of a corporate group.

Not-for-profit bodies

The definition of a large undertaking, using the definition within the Companies Act 2006, includes not-for-profit bodies which are engaged in a trade or business activity Therefore, the activities of some charities will fall within the scope of ESOS so long as they still meet the definition of a large undertaking.

The ESOS scheme will operate in 4 yearly compliance phases.

The last date of each compliance phase (`the compliance date’) is the date by which all participants must have undertaken its ESOS Assessment and notified its compliance to the Environmental Agency (the Scheme Administrator).

Who qualifies for ESOS?

The scheme covers, but is not limited to, the following types of organisations.

The Energy Saving Opportunity Scheme (ESOS) is a mandatory energy assessment scheme for ‘large undertakings’ (and corporate groups) throughout the UK.

ESOS requires participants to: