Checklists

School Air-Conditioning Bi-Annual Check Checklist

Record the condition, operation, defects, corrective actions and escalation for school air-conditioning systems. Apply this checklist only to schools with air-conditioning systems and adapt it to the systems installed. It does not replace required energy-assessor inspections or maintenance arrangements.

Checklist
CalmComplianceChecklist template

School Air-Conditioning Bi-Annual Check Checklist

Version
v2
Updated
7 October 2026
Who this checklist is for
Staff or contractors responsible for school estate, premises and air-conditioning checks in maintained and academy primary and secondary schools in England.
Jurisdiction
england

19 checklist steps

Blank response areas · preview only

  1. Confirm applicability

    Use this checklist only where the school has air-conditioning systems. Adapt the checks to the installed systems and do not use this checklist as a replacement for required inspections or maintenance.

  2. Record check details

    Response required

    Record the date of the check, the person completing it and the areas or systems included.

    Date, name or role, and areas or systems checked

  3. Coordinate with inspection and maintenance arrangements

    Response required

    Check the available records for the energy-assessor inspection and maintenance arrangements. The cited guidance states that air-conditioning systems must be inspected by an energy assessor at least every five years and that bi-annual checks and an annual maintenance schedule should continue as best practice. Record any missing, overdue or unclear arrangements for follow-up.

    Record relevant dates, contractors, documents or follow-up required

  4. Identify the equipment

    Response required

    Record the equipment identifier, location, system type and any linked indoor or outdoor units for each system checked.

    Equipment identifier, location and system description

  5. Check access and safe working conditions

    Before checking the equipment, confirm that the work area can be accessed safely and that the check can be completed without exposing people to avoidable hazards. Stop and escalate if it cannot.

    • Yes
    • No
    • Not applicable

    Notes

  6. Inspect visible condition

    Inspect accessible indoor and outdoor components for visible damage, corrosion, loose parts, unusual staining, leaks, obstructions or other deterioration. Record the condition and location of anything found.

    • Yes
    • No
    • Not applicable

    Notes

  7. Check air paths and grilles

    Check accessible supply and return grilles, vents and air paths for blockage, damage, contamination or items restricting airflow. Record any issue and the affected location.

    • Yes
    • No
    • Not applicable

    Notes

  8. Check filters and accessible internal condition

    Where the installed system and site procedure allow the check, inspect accessible filters and internal surfaces for condition, contamination or obstruction. Do not remove or service components unless authorised and competent to do so. Record any cleaning, replacement or specialist action indicated.

    • Yes
    • No
    • Not applicable

    Notes

  9. Check condensate arrangements

    Inspect accessible condensate trays, pipes, pumps and discharge points for visible leaks, blockage, damage or overflow evidence. Record any defect and its location.

    • Yes
    • No
    • Not applicable

    Notes

  10. Check controls and indicators

    Check accessible controllers, displays, indicators, switches and isolators for visible damage, fault indications or unclear status. Do not alter settings beyond the authorised check procedure. Record any fault indication or abnormal condition.

    • Yes
    • No
    • Not applicable

    Notes

  11. Observe operation

    Where operation is permitted and safe, observe the system during its normal operating sequence and record whether it starts, runs and stops as expected for the installed system. Do not force a start or continue operation where a fault or hazard is suspected.

    • Yes
    • No
    • Not applicable

    Notes

  12. Record operational observations

    Response required

    Record unusual noise, vibration, odour, air movement, visible icing, water discharge, repeated cycling or other abnormal behaviour observed during the check.

    Operational observations or state that none were observed

  13. Record user or occupant reports

    Record relevant reports about comfort, operation, odour, noise, leaks, access or recurring faults, including the area affected and when the issue was reported.

    Reports received and affected areas

  14. Record defects and evidence

    Response required

    For each defect or abnormal condition, record what was found, where it was found, supporting evidence and whether the system was left operating, isolated or otherwise restricted.

    Defect, location, evidence and system status

  15. Determine immediate escalation

    Select the action required for the most significant finding.

    Choose one

    • No immediate action identified
    • Record for routine corrective action
    • Refer for competent or specialist attention
    • Escalate urgently and restrict or stop use as appropriate
  16. Specify corrective action

    Record the corrective action required, responsible person or contractor, target date where set by the school, and any interim control or communication needed.

    Action, owner, target date and interim control

  17. Check for unresolved previous actions

    Response required

    Review the previous check and related maintenance records for unresolved defects or actions. Link any outstanding matter to the current findings and record its present status.

    Outstanding actions and current status

  18. Record overall outcome

    Record the outcome for the systems and areas included in this check.

    Choose all that apply

    • No defects or abnormal conditions recorded
    • Defects recorded and corrective action identified
    • Specialist or competent-person follow-up required
    • Urgent escalation or restriction of use recorded
  19. File the record

    Save this completed check with the school’s relevant air-conditioning, maintenance and corrective-action records, and communicate any escalation to the designated responsible person.

    • Yes
    • No
    • Not applicable

    Notes

CalmCompliance · v2Template for adaptation

Template details

Type
Checklist
Version
v2
Updated
7 October 2026

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