A report is available for review
The record can be matched against the correct address, assessor, inspection date and cooling equipment described. Finding a reference does not establish that newly installed or separate tenant systems were covered.
Portfolio desk / TM44 evidence review
Know what you have. Know what you’re missing. Know what to do next.
A useful estate review is a decision tool, not a dashboard that turns unknown documents into green ticks. Begin with your site list, identify report evidence and define where an accredited inspection genuinely needs further investigation.
- Quotation agreed before any visit
- Accredited energy assessors
- Report lodged on the register
PRELIMINARY HUMAN REVIEW / SUBJECT TO SCOPELess scattered paperwork.
Less scattered paperwork.
More accountable next steps.
Our proposed Estate Compliance Snapshot is an initial desk review for commercial portfolios. Availability of a free introductory review is confirmed case by case once the number of buildings and information required are understood. It is not a statutory inspection, independent legal opinion or guarantee of portfolio compliance.
01 · EVIDENCE, NOT ASSUMPTIONS
Three outcomes that keep decisions honest.
Each building needs an evidence trail. A found certificate number, a missing document and a possible inspection requirement are not interchangeable statuses.
The evidence needs follow-up
The building's cooling output, relevant person, plant list or inspection history is unavailable. Keep the position UNKNOWN until documents or an appropriately accredited assessor establish the facts.
A new assessment may be needed
A possible missing or overdue report, changed equipment or unclear system responsibility needs a site-specific scope review before a quotation or inspection can be confirmed.
What a useful preliminary snapshot should contain
We can agree an initial building list and the information to be reviewed. A responsible summary distinguishes supplied facts from records that need checking, then identifies a named practical next action instead of implying an automatic government compliance verdict.
A building-by-building scheduleAddresses, operating controller, relevant system and existing inspection evidence where supplied or available for lawful review.
An evidence status, not an invented gradeDocument located, information missing and technical inspection questions remain separate. We do not assign a blanket green compliance rating.
A prioritised action queueWho should retrieve documents, confirm equipment, review changes to plant or obtain an accredited assessment.
A clearer inspection briefFor sites that appear to require a visit, list what must be scoped: assessor competence, technical records, site access, report and official lodgement.
A preliminary review cannot verify every installation remotely. For England and Wales, the statutory more-than-12 kW test depends on rated cooling output and relevant technical control, and the accredited inspection report is the legal evidence, not the estate spreadsheet.
02 · A STRAIGHTFORWARD REVIEW PROCESS
Four steps from site list to action plan.
You do not need to invent missing asset data just to begin. Scope and availability are agreed first.
Share the estate outline
Start with building addresses, approximate number of premises and any known inspection references. Technical asset schedules can be supplied later if available.
Agree the initial review scope
We confirm what can be checked from supplied records and accessible official sources, what information is missing, and whether an introductory desk review is available at no charge.
Separate evidence from assumptions
Each site is reviewed on its own facts: installed cooling, the relevant person, report references, inspection date and any equipment changes. Unverified items remain UNKNOWN.
Decide the practical next action
The output can guide missing-record requests, assessor scoping and coordinated site quotations. It is not an official energy inspection or legal compliance certificate.
PRIVATE WORKSHEET / NO ACCOUNT REQUIRED
Turn your building list into a practical review queue.
Add up to 25 buildings, mark the evidence you currently hold and export an action worksheet. This is preparation for a human review, not an official TM44 register search or compliance certificate.
On your device onlyNo upload, registration, tracking submission or automatic email. Data is lost when you close or reload this page unless you export it.
0Named site rows
0Reports held, unverified
0Reports not located
0Technical or inspection review
These categories describe your own unverified records, not whether a building is legally compliant. Do not include names of occupants, entry codes, security arrangements or confidential access details.
How this differs from booking an inspection
An estate desk review organises evidence and identifies technical questions. It does not substitute for the site attendance, report preparation or official lodgement carried out under an appropriately accredited assessor. We cannot declare every site compliant from a spreadsheet, a postcode lookup or a sample of historic reports.
Where a qualifying system needs assessment, we discuss a separate written inspection quotation covering equipment scope, access, assessor suitability, VAT and reporting. No inspection date or report turnaround is guaranteed by submitting an initial enquiry.
03 · WHERE PORTFOLIOS LOSE VISIBILITY
Different estates. Different evidence problems.
These are illustrative management situations, not claimed client projects or completed TM44.uk case studies.
A managing agent with 12 offices
Some landlord reports may exist while tenants have added their own split systems. The first action is to separate control and installed plant before assuming one document covers each block.
Clarify who controls the systemsA buyer taking over several sites
Reports can be supplied with inconsistent addresses, inspection dates and incomplete equipment lists. Establish what was handed over and who now controls each relevant system.
Review the acquisition evidenceAn FM team facing scattered renewals
Maintain site-specific inspection dates and registered references, then identify information gaps before grouping visits. A single five-year date should never be applied blindly to every building.
Build a workable inspection programmeWhat should you send at the first stage?
Only the essentials: the number of properties, their locations, your role and whether previous TM44 reports or an equipment schedule exist. Do not send sensitive building security information, occupant records or unnecessary personal data through an unverified channel.
The worksheet stays on your device and does not upload a file or send an enquiry. Contact the office before sharing it, and agree a suitable transfer method for the information required.
04 · BEGIN WITH THE BUILDINGS
Prepare a portfolio review enquiryBring the site list. We’ll establish the review scope.
A preliminary records review may be a useful first step before committing to inspections. Its availability, cost and deliverables must be expressly confirmed. On this staging website, the new enquiry form is a non-transmitting preview.