Guidance: Comply with the Energy Savings Opportunity Scheme (ESOS) phase 3
Summary
The Environment Agency has updated guidance for ESOS phase 3, setting out qualification, compliance and notification requirements and confirming the remaining deadline for the second progress update report is 5 December 2026. The update also notes that ESOS guidance has been split into separate phase 3 and phase 4 documents, with phase 4 reflecting amendments to the Energy Savings Opportunity Scheme Regulations 2014 as amended in 2026.
Why it matters
Surveyors involved in energy assessments, compliance advice or asset management may need to understand the revised ESOS reporting and audit requirements, particularly where clients are within scope. The changes also affect how energy data, intensity ratios and savings are documented and notified.
Key points
- Phase 3 guidance confirms the second progress update report deadline of 5 December 2026.
- ESOS guidance has been split into separate phase 3 and phase 4 documents.
- Phase 4 guidance reflects amendments to the Energy Savings Opportunity Scheme Regulations 2014, as amended 2026.
- New and expanded requirements cover energy data, intensity ratios, savings estimates and evidence pack contents.
- Action plans and progress updates are mandatory for phase 3, with public disclosure noted as a possible enforcement route.
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