Template

ESOS Qualification Checklist

10+

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.

With Mitti 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

With Mitti 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

Mitti

Mitti (by SafetyCulture) is the operations system for every site, shift and standard. Trusted by 80,000 organizations in 190 countries, Mitti publishes free checklists, SOP templates, audit checklists and toolbox talk topics that turn paper processes into a digital audit trail. Download one, put it to work on your next inspection or shift, and see why teams keep coming back for more.

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 Mitti

50+

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Template

ESOS Mandatory Questions Checklist

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.

by Dave Winterton, from the Community

10+

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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

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Template

Forklift Qualification Checklist

Use this forklift qualification checklist to evaluate operator competency and document training. The template covers key forklift components such as the mast, overhead guard, lift mechanisms, counterweight, ID plate, and lights, plus instrument panel gauges including fuel, air pressure, battery voltage, oil pressure, and water temperature. It guides pedestrian approach protocols, differences in operation across terrains, and distinctions from standard vehicles like speed, visibility, steering, and load stability. Includes steps for a thorough pre-trip inspection, criteria to take equipment out of service, incline travel guidance, and site specific travel routes. Signature fields for trainee and evaluator are provided to record acknowledgment and qualification.

by Camron Gregory, from the Community

10+

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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

10+

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SafetyInsights - Contractor Company Qualification

Template

SafetyInsights - Contractor Company Qualification

The SafetyInsights Contractor Company Qualification template supports evaluation of contracting companies to ensure they meet operational, legal, and safety requirements. It includes sections for company background, insurance coverage, safety performance history, certifications, and compliance with industry standards. Ideal for procurement teams, safety officers, and project managers to streamline contractor prequalification.

by SafetyInsights

20+

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ESOS Qualification Checklist

About author

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ESOS Reporting Template

ESOS Mandatory Questions Checklist

Epwin Group Legal Compliance Audit 2023

Forklift Qualification Checklist

Amber Energy Site Survey Checklist

SafetyInsights - Contractor Company Qualification

You might also like

ESOS Reporting Template

ESOS Mandatory Questions Checklist

Epwin Group Legal Compliance Audit 2023

Forklift Qualification Checklist

Amber Energy Site Survey Checklist

SafetyInsights - Contractor Company Qualification