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Guidance and reporting forms

As a scheme participant, you will need to provide us with certain information to meet legislative requirements. To help you in this, we have provided:

  • guidance material
  • reporting forms
  • templates.

Guidance material

The Compliance Guide - Scheme Participants explains the process scheme participants must follow to meet obligations. 

The Audit Guide - Scheme Participants explains our audit requirements and the audit process specific to audits of scheme participants.

Reporting forms

TESSA online reporting forms

TESSA is our online reporting system. Scheme participants use the online reporting forms in TESSA to meet their reporting obligations. The TESSA for scheme participants page has more information, including instructional videos for each reporting form. 

Energy Savings Scheme Peak Demand Reduction Scheme
ESS Annual Statement  Individual Liable Demand 
  PDRS Annual Statement 

Detailed Scope of Works form

We provide auditors with the DSW Submission Form – Scheme Participants. Auditors submit this form as their Detailed Scope of Works (DSW) for auditing scheme participants. The auditor submits the DSW to us for approval before commencing the audit.

Our Auditing scheme participants page contains further information.

Summary of Liable Acquisitions template (voluntary)

We no longer require scheme participants to use the Declaration of Liable Acquisitions. We provide the Summary of Liable Acquisitions excel template for voluntary use.

More information