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ESOSPhase 4: qualify 31 Dec 2026, notify by 5 Dec 2027

Energy Savings Opportunity Scheme

ESOS is a UK mandatory energy assessment scheme for large undertakings. Phase 4 requires qualifying organisations to audit at least 95% of their energy consumption across buildings, transport and industrial processes, identify cost-effective savings, have the assessment signed off by an approved ESOS Lead Assessor, and notify the Environment Agency through the MESOS reporting system by 5 December 2027. An action plan and two annual progress updates then follow.

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Key fact:Phase 4 compliance deadline: 5 December 2027

Who needs to comply

Large UK undertakings: 250+ employees, or £44m+ turnover and £38m+ balance sheet, measured on the 31 December 2026 qualification date

250+ employees

Any UK undertaking employing 250 or more people on the qualification date

£44m+ turnover AND £38m+ balance sheet

Smaller headcount but meeting both financial thresholds

Corporate groups

If the highest UK parent qualifies, the whole group is in scope

Either the employee threshold OR both financial thresholds must be met on the 31 December 2026 qualification date.

What's required

The key disclosure and reporting requirements under ESOS.

Energy audit covering at least 95% of total energy consumption, known as your areas of significant energy consumption (AoSEC)

12 months of energy data spanning buildings, transport and industrial processes, including the qualification date

Identification of cost-effective energy saving opportunities

Sign-off by an approved ESOS Lead Assessor

Notification of compliance to the Environment Agency via the MESOS reporting system by 5 December 2027

An ESOS action plan with board-level director sign-off, followed by two annual progress updates

How Climatise automates ESOS compliance

From raw data to audit-ready report, fully automated.

Complete Energy Mapping

Automatically categorise total energy consumption across buildings, transport and processes, and surface your areas of significant energy consumption (AoSEC).

Savings Identification

AI-powered analysis identifies the most cost-effective energy efficiency opportunities across your portfolio.

Assessor-Ready Evidence Pack

Auto-assemble the reports, energy data, and sign-offs your Lead Assessor needs for MESOS notification.

Action Plan & Progress Tracking

Carry recommendations into an action plan and track delivery through the annual progress updates Phase 4 now requires.

Frequently asked questions

Related regulations

Explore other frameworks Climatise helps you comply with.

Automate your ESOS compliance

From raw data to audit-ready ESOS report in minutes. See how Climatise can save your team weeks of work.

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