Use the calendar to prepare the installation and records for assessment, then manage any resulting technical work through the appropriate provider. A service visit does not renew the energy-inspection date.
What you need to know
- Separate planned maintenance from statutory energy inspection.
- Review operating schedules when seasonal demand changes.
- Keep plant changes and contractor records up to date.
- Plan assessment access before the inspection deadline.
Plan routine inspection and maintenance separately
Maintain separate entries for servicing, refrigerant-related checks and the accredited energy inspection. Give each a responsible role and record the relevant source for its timing.
Use maintenance evidence to support the assessor’s understanding of condition and operation. Do not mark the energy inspection complete simply because a contractor attended for a routine service.
Review inspection requirementsTrack controls, schedules and seasonal operation
Review timers and occupied hours after changes to opening patterns or seasonal use. Look for temporary overrides left active and settings that no longer fit the building’s operation.
Have competent staff evaluate any adjustment against comfort, equipment and technical requirements. Retain the previous settings and review date rather than changing controls without an accountable owner.
Maintain refrigerant records with qualified specialists
Keep the refrigerant equipment and work records requested by the appropriate specialist, with completion evidence for tasks actually carried out. Flag missing information to that contractor.
The TM44 energy assessor may refer to maintenance history, but an energy report should not be used as proof that every refrigerant check, repair or certification duty has been met.
Reconcile the plant register after replacement works
Update asset identifiers, ratings and system relationships after replacements, removals or extensions. Link the technical completion record to the affected equipment.
Compare the new arrangement with the last report and seek assessor advice where the scope has changed. An old report should remain identifiable as a record of the installation assessed at that time.
Track inspection reports and five-year review dates
For qualifying England and Wales systems, record the actual inspection date and the maximum five-year interval separately from service dates. Allow a planning period for procurement, access and missing records.
Use the relevant national framework for other UK jurisdictions. A portfolio calendar should identify jurisdiction rather than assign every property the same assumed inspection rule.
Prepare the next accredited energy inspection
Before the visit, reconcile the plant list, previous report, maintenance history and operating schedules. Confirm access to controls and the person who can explain normal use.
After issue, review the findings and assign follow-up tasks without assuming attendance included repairs. Retain the full report and applicable reference against the assessed building.
Request an appropriately scoped TM44 quoteCheck the governing guidance
This article does not authenticate a government register entry or establish the status of an individual building. Confirm the applicable national framework and the actual installed equipment before relying on a compliance conclusion.
England and Wales legal points are anchored in current government publications and the regulations. Technical applicability for a specific building still requires its actual system information.