As a Scheme Participant, you must complete and lodge an energy savings statement with us by 30 April each year. You may also be required to have your energy savings statement audited.

Lodging your energy savings statement

We publish two alternative templates for submission of your energy savings statement – Nil Return and Annual Energy Savings Statement (AESS).

If you have liable acquisitions, you must complete an Annual Energy Savings Statement Template (AESS). The AESS steps through the calculations needed to meet your legislative requirements.

If you have no liable acquisitions, you should complete the Nil Return Template. Please ensure that you have confirmed that you meet the requirements for no liable acquisitions before using this template.

The Compliance Guide – Scheme Participants provides guidance to Scheme Participants on how to complete your AESS or Nil Return.

We update the AESS and Nil Return Templates each year to account for any changes in the legislation and our processes. Please ensure you use the most up to date version on our website as published by January each year.

Audit your energy savings statement

If you have liable acquisitions, you must have your AESS audited unless you meet specific exemption criteria. The Compliance Guide – Scheme Participants lists audit exemption criteria.

If you qualify for relief available to small retailers for the 2020 compliance year, you are not required to have your 2020 AESS audited. For more information, see 2020 relief for small retailers.

If an audit is required, you must engage an auditor from the Audit Services Panel. The audit process requires that you complete the Scheme Participant section of the Audit Deed Poll.

The auditor must submit a completed DSW submission Form – AESS and Audit Deed Poll to IPART for approval prior to commencing the audit, which are available at Auditing Scheme Participants.

You must lodge the audit report and AESS with IPART by 30 April each year.

Scheme Participants lodging a Nil return do not need to have it audited.

Relevant Documentation

Template - Scheme Participants - Annual Energy Savings Statement
Form - Scheme Participants - Nil Return
Compliance Guide - Scheme Participants
Audit Deed Poll
ESS Update – Scheme Participant Compliance – March 2021
Scheme Participant Compliance 2020 – Information session slide deck