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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
