Guidance: Comply with the Energy Savings Opportunity Scheme (ESOS) phase 4
Summary
The Environment Agency has published guidance for ESOS phase 4, setting out updated qualification, compliance and notification requirements for the fourth compliance period. The changes remove certain compliance routes, add new reporting and review obligations, and reduce requirements for participants that comply solely through ISO 50001 certification.
Why it matters
Residential property surveyors may encounter ESOS-related requirements when advising corporate or portfolio clients on energy compliance and asset management. The guidance also signals a tighter reporting framework that may affect how energy efficiency measures are documented and evidenced.
Key points
- ESOS phase 4 guidance reflects amendments to the Energy Savings Opportunity Scheme Regulations 2014.
- Green Deal Assessments and Display Energy Certificates are removed as compliance routes.
- Participants must report progress against action plan commitments and include energy savings details in compliance submissions.
- A new action plan review is required, including reasons for any proposed measures not implemented.
- ISO 50001-only participants with full or significant energy coverage may be exempt from producing an ESOS report or appointing a lead assessor.
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