Energy Savings Opportunity Scheme (ESOS) - McGrady Clarke
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Energy Savings Opportunity Scheme (ESOS)

Delivering end-to-end ESOS consultancy, turning mandatory compliance into a structured opportunity for clients to reduce energy costs, cut carbon emissions and strengthen long-term resilience.

Supporting businesses with ESOS Phase 4 compliance

ESOS Phase 4 is the current four-year compliance period for the UK’s mandatory Energy Savings Opportunity Scheme, administered by the Environment Agency, running from 6th December 2023 to 5th December 2027.

With a highly experienced ESOS team comprised of energy specialists, data analysts and lead assessors, we are able to combine expert oversight, strong project management and actionable energy insights to ensure your business not only remains compliant, but can maximise the benefits of the ESOS process.

Qualification for ESOS Phase 4

Businesses based in the UK qualify for ESOS if they meet one or both of the following criteria:

  • Employ 250 or more people
  • Have both an annual turnover exceeding £44 million and annual balance sheet total exceeding £38 million

Even if your individual entity doesn’t meet these thresholds, you may still be in scope if you are part of a larger corporate group or another entity within the group qualifies.

Key dates and deadlines for ESOS reporting:

ESOS Phase 3

  • 5th December 2026 – Second annual progress report deadline

ESOS Phase 4

  • 31st December 2026 – Qualification date
  • 5th December 2027 – Submission deadline

ESOS clients


ESOS
Our approach

ESOS Scoping and Project Management

We manage the ESOS process from start to finish: defining the scope and reporting boundaries, identifying energy consumption across your business operations, arranging the audit schedule, establishing project timelines to meet compliance deadlines and constant support throughout the process.

Benefit to you: A clear, controlled ESOS programme.

Data Collection, Validation and Energy Profiling

We support the collection and review of 12 consecutive months of gas, electricity, fuel and transport data, half‑hourly energy data where available and invoices, meter readings and asset information. We validate and profile this data to understand energy consumption patterns and identify inefficiencies.

Benefit to you: High‑quality, defensible energy data underpinning ESOS compliance.

ESOS Compliant Energy Audits

Our experienced auditors carry out site assessments to identify major energy‑consuming systems, review operational practices and controls, highlight inefficiencies and performance gaps, and identify cost‑effective energy and carbon saving opportunities.

Benefit to you: Practical, site‑specific opportunities with clear business relevance.

ESOS Reporting, Lead Assessor Sign Off and Submission

We prepare the full ESOS evidence pack and ensure review and sign‑off by an approved ESOS Lead Assessor, MESOS portal submission support, and timely notification to the Environment Agency.

Benefit to you: Confident, on‑time compliance with no last‑minute risk.

Turning ESOS Insight into Action

Beyond compliance, we help clients turn ESOS outputs into delivery through ESOS Action Plan development, prioritisation of investment‑ready opportunities, links to Investment Grade Audits, Net Zero strategies and capital projects, and ongoing energy monitoring and optimisation services.

Benefit to you: ESOS that delivers lasting energy, cost and carbon benefits.

 

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ESOS Insights

ESOS FAQs

ESOS Phase 4 is the current four-year compliance period for the UK’s Mandatory Energy Savings Opportunity Scheme, running from 6th December 2023 to 5th December 2027. Qualifying UK organisations must assess their energy use, identify cost-effective energy-saving opportunities and submit a compliance notification by 5th December 2027.

Your organisation must comply with ESOS if it qualifies as a large undertaking on the qualification date. This means 250 or more employees, and/or meeting both the financial thresholds set out by the scheme. Even if your individual entity doesn’t meet these thresholds, you may still be in scope if you are part of a larger corporate group or another entity within the group qualifies.

McGrady Clarke provides end-to-end ESOS Phase 4 consultancy, combining approved ESOS Lead Assessors with experienced project management to minimise internal workload. We focus on practical recommendations that help organisations achieve compliance while identifying opportunities to reduce energy costs, lower carbon emissions and support long-term sustainability goals.

We support qualifying organisations across a wide range of sectors, including manufacturing, logistics, healthcare, commercial property, retail and other multi-site organisations. Our experience enables us to manage complex compliance programmes while tailoring recommendations to each organisation’s operations.

An approved ESOS Lead Assessor oversees the compliance process, reviews energy assessments, ensures the audit meets regulatory requirements and signs off the final ESOS report before submission.

The ESOS Phase 4 compliance deadline is 5th December 2027. Organisations that qualified on 31st December 2026 should begin planning well in advance to allow sufficient time for data collection, site assessments and reporting.

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