ESOS Phase 3 Crib Sheet
Qualification Criteria

ESOS Key Dates
ESOS Qualification
31 December 2022 Note: Your Total Energy Calculation (TEC)

period must include this date.
5 December 2023 ESOS compliance deadline

Your company qualifies for the Energy Savings Opportunity Scheme (ESOS) if it is considered alarge undertaking, i.e. it has met one or both of the following criteria for two consecutive
financial years on or before the 31st December 2022:• Employ 250 people or more
• Have an annual turnover in excess of £44 million and an annual balance sheet in excess of£38 million
If your company is part of a group and one or more of the companies meets the criteria, then
all the entities in the group must comply.

How to comply

Reasons to start now

To comply with ESOS you must:• Measure your 12 month total energy consumption (TEC) for buildings, industrial
processes and transport• Identify the areas of significant energy consumption, that account for >95% of yourtotal energy consumption• Conduct energy audits to identify cost-effective energy efficiency solutions for highconsumption areas• Appoint a ‘Lead Energy Assessor’ to review your ESOS Assessment• Report your compliance to the Environment Agency portal by the 5th December
2023

You do not need to wait until 2023 to start on your ESOS assessment. If
you completed ESOS phase 2, then it is likely you will already understandyour significant energy use and can get started on your site / transportenergy audits now.

2020

Start your site andtransport energy
audits

December 31st 2022

ESOS Phase 3
Qualification Date2023

For more information and how we can help visit:https://www.carbonfootprint.com/esos_energy_savings_opportunity_scheme.html• Maximise the benefit of cost saving opportunities identified throughyour energy audits.
• Avoid the inevitable last minute rush in 2023.
• Supports other areas of your sustainability management e.g. ISO14001
targets.

Total energy
calculations canbe finalised for2022 year

Finalise
ESOS
Evidence
Pack

December 5th 2023

ESOS ComplianceDeadline

Carbon Footprint Ltd, Belvedere House, Basing View, Basingstoke, RG21 4HG,
UK | +44 (0)1256 592 599 info@carbonfootprint.com | www.carbonfootprint.com

2024

ESOS Phase 3 Crib Sheet
ESOS Key Dates
ESOS Qualification
31 December 2022 Note: Your Total Energy Calculation (TEC) period must
include this date.
5 December 2023 ESOS compliance deadline

Qualification CriteriaYour company qualifies for the Energy Savings Opportunity
Scheme (ESOS) if it is considered a large undertaking – i.e. you
have met one or both of the following criteria for two
consecutive financial years prior to the 31st December 2022:• Employ 250 people or more
• Have an annual turnover in excess of £44 million and anannual balance sheet in excess of £38 million

If your company is part of a group and one or more of thecompanies meets the criteria, then all the entities in the groupmust comply.
For more information and how we can help visit:https://www.carbonfootprint.com/esos_energy_savings_opportunity_scheme.html

How to comply
To comply with ESOS you must:• Measure your 12 month total energy consumption forbuildings, industrial processes and transport• Identify the areas of significant energy consumption, that
account for >95% of your total energy consumption• Conduct energy audits to identify cost-effective energy
efficiency solutions for high consumption areas• Appoint a ‘Lead Energy Assessor’ to review your ESOS
Assessment• Report your compliance to the Environment Agency portal by
the 5th December 2023
Carbon Footprint Ltd, Belvedere House, Basing View, Basingstoke, RG21 4HG,
UK | +44 (0)1256 592 599 info@carbonfootprint.com | www.carbonfootprint.com

ESOS Phase 3 Crib Sheet
Reasons to start now
You do not need to wait until 2023 to start on your ESOS Phase 3 assessment. If you
completed ESOS phase 2, then it is likely you will already understand your significant
energy use and can get started on your site / transport energy audits now.

• Maximise the benefit of cost saving opportunities identified through your energy
audits.
• Avoid the inevitable last minute rush in 2023
• Support other areas of your sustainability management e.g. ISO14001 targets

2020

Start your site andtransport energy
audits31st December 2022

ESOS Phase 3
Qualification Date2023

For more information and how we can help visit:https://www.carbonfootprint.com/esos_energy_savings_opportunity_scheme.html

Total energy
calculations canbe finalised for2022 year

FinaliseESOS
EvidencePack

5th December 2023

ESOS ComplianceDeadline

Carbon Footprint Ltd, Belvedere House, Basing View, Basingstoke, RG21 4HG,
UK | +44 (0)1256 592 599 info@carbonfootprint.com | www.carbonfootprint.com

2024

ESOS Phase 3 Crib Sheet
Financial year ending 31st December 2022

1st January 2022
Start of TEC
data period

31st December 2022
End of TEC data
periodStart your site
and transportenergy audits

31st December 2022
ESOS Phase 3
Qualification Date2022

2023

Total energy
calculations canbe finalised for2022 year

Finalise ESOS
EvidencePack

5th December 2023
ESOS ComplianceDeadline

20245th December 2023
ESOS ComplianceDeadline

2024

Financial year ending 31st March 2023

2022

Start your site
and transportenergy audits

1st April 2022
Start of TEC
data period

31st December 2022
ESOS Phase 3
Qualification Date

For more information and how we can help visit:https://www.carbonfootprint.com/esos_energy_savings_opportunity_scheme.html

31st March 2023
End of TEC dataperiod2023

Total energy
calculations canbe finalised for2022/23 year

Finalise
ESOS
Evidence
Pack

Carbon Footprint Ltd, Belvedere House, Basing View, Basingstoke, RG21 4HG,
UK | +44 (0)1256 592 599 info@carbonfootprint.com | www.carbonfootprint.com