Template

ESOS Mandatory Questions Checklist

by Dave Winterton, from the Community

10+

Use this ESOS Mandatory Questions checklist to support your Environment Agency notification. It guides you to record registered and trading names, Companies House details, reasons for submission, franchise or trust status, registered office, global parent, and UK entities covered. Capture primary and secondary contact information, board director confirmation, and organisational structure. Add existing audits, energy policies, consumption data, operational hours, and fleet details, including grey fleet.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
ESOS Reporting Template
To prepare for the standardisation of ESOS reporting, use this digital template that includes all of the standardised details recommended by the UK Department for Business, Energy & Industrial Strategy (BEIS). Report on the following for ESOS compliance: a) Organisational details, reason for qualification in ESOS, and route/s used for compliance; b) Total Energy Consumption, Significant Energy Consumption, and de minimis exclusions; c) Use of 12 months energy data, estimates, and energy profiling; d) Brief summary of energy assessment findings; and e) Details of the ESOS lead assessor and other personnel involved in the assessment.
by SafetyCulture
Downloads: 50+
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Template
ESOS Qualification Checklist
This ESOS Qualification Checklist helps UK organisations assess whether they fall within the scope of the Energy Savings Opportunity Scheme. It guides users through eligibility factors including company size thresholds, group status, and qualifying periods to determine if they are in ESOS and what steps to take toward compliance and audit readiness. Templates are provided for guidance only and should not replace professional advice.
by SafetyCulture
Downloads: 0
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Template
Epwin Group Legal Compliance Audit 2023
Conduct a thorough legal compliance audit across health and safety, environmental protection, and energy management for manufacturing sites. This checklist covers policies, risk assessments, contractor control, asbestos, first aid, fire safety, PPE, COSHH, office and plant safety, electrical systems, storage and housekeeping, waste management, air emissions, water controls, and visual environmental checks. It also includes energy reviews for ISO 50001, ESOS, and Climate Change Agreements.
by Martin Connor, from the Community
Downloads: 0
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Template
Amber Energy Site Survey Checklist
This Amber Energy Site Survey template helps teams assess site-wide energy performance and opportunities. Record client and site details, electricity, gas, and water usage, and review available data (including half-hourly). Document compliance items such as ESOS, TM44, EPC, and DEC. Evaluate on-site generation and technologies including DSR participation, solar PV, battery storage, voltage optimization, power factor correction, and LED lighting. Capture equipment data for refrigeration and boilers, add photos of assets and meters, summarize findings, ROI, and next steps.
by David Winterton, from the Community
Downloads: 10+
Get

ESOS Reporting Template

To prepare for the standardisation of ESOS reporting, use this digital template that includes all of the standardised details recommended by the UK Department for Business, Energy & Industrial Strategy (BEIS). Report on the following for ESOS compliance: a) Organisational details, reason for qualification in ESOS, and route/s used for compliance; b) Total Energy Consumption, Significant Energy Consumption, and de minimis exclusions; c) Use of 12 months energy data, estimates, and energy profiling; d) Brief summary of energy assessment findings; and e) Details of the ESOS lead assessor and other personnel involved in the assessment.

by SafetyCulture

50+

Get

Template

ESOS Qualification Checklist

This ESOS Qualification Checklist helps UK organisations assess whether they fall within the scope of the Energy Savings Opportunity Scheme. It guides users through eligibility factors including company size thresholds, group status, and qualifying periods to determine if they are in ESOS and what steps to take toward compliance and audit readiness. Templates are provided for guidance only and should not replace professional advice.

by SafetyCulture

Get

Template

Epwin Group Legal Compliance Audit 2023

Conduct a thorough legal compliance audit across health and safety, environmental protection, and energy management for manufacturing sites. This checklist covers policies, risk assessments, contractor control, asbestos, first aid, fire safety, PPE, COSHH, office and plant safety, electrical systems, storage and housekeeping, waste management, air emissions, water controls, and visual environmental checks. It also includes energy reviews for ISO 50001, ESOS, and Climate Change Agreements.

by Martin Connor, from the Community

Get

Template

Amber Energy Site Survey Checklist

This Amber Energy Site Survey template helps teams assess site-wide energy performance and opportunities. Record client and site details, electricity, gas, and water usage, and review available data (including half-hourly). Document compliance items such as ESOS, TM44, EPC, and DEC. Evaluate on-site generation and technologies including DSR participation, solar PV, battery storage, voltage optimization, power factor correction, and LED lighting. Capture equipment data for refrigeration and boilers, add photos of assets and meters, summarize findings, ROI, and next steps.

by David Winterton, from the Community

10+

Get

ESOS Mandatory Questions Checklist

About author

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ESOS Reporting Template

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ESOS Reporting Template

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