Coordinate the technical scope with the transaction and landlord-consent process. The statutory inspection question, the lease obligations and permission for physical work should be reviewed separately.
What you need to know
- Identify the outgoing and incoming operational roles.
- Map central services and tenant-installed equipment.
- Include complete reports in the handover.
- Record new plant and agree safe, permitted access.
Identify the assigning and incoming occupier roles
Identify which organisation controls technical operation before and after the assignment. Distinguish the occupier from any landlord or facilities contractor operating shared equipment.
Give the lease advisers the actual system arrangements. Do not assume that a party paying for a visit automatically carries every inspection or repair obligation.
Understand TM44 inspection requirementsMap landlord central plant and tenant cooling separately
List landlord central cooling, tenant equipment and interfaces between them. Mark plant that will be retained, removed or newly installed during fit-out.
Obtain the supporting drawings or contractor information where the boundaries are unclear. This helps prevent a quotation covering only part of the relevant installation.
Check handover of existing reports and references
Request the complete inspection report, date and applicable reference before handover. Check the building identity and equipment schedule against what the incoming party will operate.
In England and Wales, a new relevant person receiving no previous report must consider the specific three-month inspection duty. Obtain advice on its application rather than treating every assignment as a fresh inspection allowance.
Assess new installation and commissioning dates
Record commissioning dates, manufacturer ratings and the completed configuration for new or altered plant. Preserve evidence of equipment safely removed or decommissioned.
Ask the accredited assessor how the change affects scope and inspection timing. An old report should not be assumed to include future tenant cooling.
Coordinate permitted access and relevant survey scopes
Arrange landlord permissions, site escorts, working hours and plant access through the appropriate parties. Keep an assessment visit distinct from permission to undertake installation work.
Tell the assessor about inaccessible areas or a fit-out programme that will change the plant before attendance. Agree a visit that can examine the relevant completed arrangement.
Record responsibility and request an accredited inspection
At handover, issue a clear schedule of documents received, outstanding queries and responsible contacts. Carry open actions into the incoming occupier’s facilities plan.
Confirm any required assessment and report delivery against the agreed scope. A contractor completion certificate and an accredited air-conditioning energy report should remain separately identifiable.
Request a TM44 inspection quotationCheck 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.