SECR and ESOS reporting

Streamlined Energy and Carbon Reporting (SECR)

Streamlined Energy and Carbon Reporting (SECR) regulations were introduced by the UK Government in 2018 with the intention of increasing organisations’ awareness of energy costs, and providing data to encourage the adoption of energy efficiency measures. The ultimate goal is to reduce organisations’ and companies’ impact upon climate change. These regulations also seek to provide greater transparency for stakeholders about energy use.

The 2018 Regulations require large, unquoted companies that have used more than 40,000 kilowatt-hours (kWh) of energy during reporting periods beginning on or after 1 April 2019, to include energy and carbon information within their directors’ or trustees’ report.

Companies are defined as large if they meet two or more of the following criteria:

  • turnover (or gross income) of £36 million or more,
  •  balance sheet assets of £18 million or more,
  • 250 employees or more.

Government regulations often make company directors groan as they appear bureaucratic and onerous. However, SHIFT’s team has over 15 years of experience calculating and reporting on energy use and carbon emissions, and we have developed bespoke tools for doing this efficiently and with minimal fuss. We translate this data into an easy-to-understand and bespoke action plan in the correct SECR format.

Other reasons why your SECR reporting is safe in our hands:

  • We have successfully calculated and written SECR statements for many clients
  • We all have Chartered Environmentalist status with the Institute of Environmental Management and Assessment (IEMA) or are working towards this accreditation
  • We have carried out environmental reporting for many other standards e.g. Code for Sustainable Homes, BREEAM and Heat Metering Regulations, so we know well how the Governmental regulatory mind works!

Here’s a case study of one of our SECR reports.


SHIFT employs our very own in-house ESOS lead assessor, qualified via the Institute of Environmental Management and Assessment (IEMA).  The following is our general approach to ESOS but please feel free to be in touch to discuss your project.

  • Kick-off – establish and/or confirm project parameters.
  • Data collection – most likely gas, electricity and fuel bills for sites and transport.
  • Energy assessment – calculate your total energy consumption for the qualifying period.
  • Energy audit – identify where at least 95% of your energy consumption originates and analyse data. We will deal with any granularity you have.
  • Audit visit – we will need to visit, in person, a representative number of sites.
  • Prepare business case – this requires considerable research to identify the actions you can take to reduce energy consumption and then to cost them and indicate how they align with net zero.
  • Get director sign-off – present these energy savings opportunities to a director and gain their sign-off (we can do this via Teams/Zoom).
  • Lodge assessment – we write our reports to make this easy for you. Make sure you do this by 5th December.

 Here’s a case study of one of our ESOS projects.


Talk to us today about making your SECR and ESOS reporting easy

“A2Dominion gained valuable understanding of the organisation’s environmental performance through our latest SHIFT assessment. Areas for improvement through better practices and/or better data were made really clear and I look forward to seeing the progress in environmental performance from our next SHIFT assessment”

- A2Dominion, Sustainability Manager

“Our SHIFT accreditation recognises our work to keep homes energy efficient and reduce carbon emissions. Izzy, our assessor, was a pleasure to work with – she made the process very straightforward and was very patient on our first SHIFT assessment.”

– Lynne Campbell, Bernicia

“We commissioned SHIFT to provide environmental briefings to CCHA’s Green Group, which is formed by representatives across all directorates. Richard and Sam provided engaging, informative presentations and facilitated excellent brainstorming sessions that have generated targets and actions for our forthcoming environmental strategy.”

– Jonathan Jones, Corporate Director of Property, Cardiff Community Housing Association

“We are really pleased to have achieved SHIFT Silver in Halton’s first environmental assessment. Throughout the assessment process we have been able to identify where environmental improvements should be made and Halton are looking forward to implementing the SHIFT recommendations and seeing how the business evolves to meet its sustainability ambitions.”

– Scott Murray, Director of Homes

“As well as benefitting from being a SHIFT landlord, Mosscare St Vincent have worked with SHIFT services in developing a robust and in-depth sustainability strategy. From this, we gained helpful understanding of the organisations current position, with clear SMART targets to work towards long term aims and meet sustainability ambitions.”

– Patrick McKendry, Sustainability Lead

“Thank you so much that was a really lovely engaging session which I think helped us all feel less daunted by this topic.”

– Denise Fowler, Chief Executive, Woman’s Pioneer Housing

“We have worked with SHIFT across numerous environmental projects and have been impressed with their attention to detail, technical knowledge and commitment to improving environmental performance in the social housing sector. The SHIFT assessment has also proved to be a really useful tool for us to demonstrate the challenges ahead to the wider business in an easily understandable format”

– Liz Daniels, Asset Manager

“South Liverpool Homes commissioned SHIFT to analyse the costs and interventions required to achieve net-zero carbon emissions across our housing stock. We have been really impressed with the level of detail provided, but also the effective communication of the longer-term action required across both existing homes and new developments. Sam and the team really advanced our understanding of the agenda and we will enjoy working with them again.”

– Michael Gibney, Asset & Development Manager

“At St Leger, we have expanded on our knowledge of our environmental performance through our most recent SHIFT assessment. The SHIFT assessment helped to highlight areas for improvement and challenges ahead for the whole business, with clear and understandable recommendations for the future. SHIFT has been invaluable in developing and delivering our Environmental Strategy”

– Christopher Litherland, Asset Management Service Manager

“Thank you very much for this morning, it was thought provoking which is exactly what I was hoping for. I am so pleased to see you doing well and that the message is getting out there that SHIFT offers good, independent advice that our sector so desperately needs.”

– Sue Chalkley, Chief Executive, Golding Homes

“VAHT commissioned SHIFT to undertake an EPC analysis and they have provided such a useful report which will enable us to implement plans to achieve both fuel poverty and EPC C targets.”

– Karen Flanagan, Contract Surveyor

“Our recent SHIFT assessment gave us clear areas to target with relevant improvement which we believe will enhance sustainability action throughout the business. The SHIFT team were very supportive and aimed to make the process as easy as possible for us.”

– Poppy Scott, Worthing Homes

“We are delighted to retain our SHIFT Gold status as it shows our commitment to working in a sustainable way and reducing our carbon footprint is continuing to pay off. A big thank you to our Environmental Champions, other Broadland staff and Sam our SHIFT Assessor who helped to gather the information needed for the assessment.”

– Louise Archer, Executive Property Director

“We are delighted to retain our SHIFT Gold status as it shows our commitment to working in a sustainable way and reducing our carbon footprint is continuing to pay off. A big thank you to our Environmental Champions, other Broadland staff and Sam our SHIFT Assessor who helped to gather the information needed for the assessment.”

– Louise Archer, Executive Property Director