Ask five estates managers which HTM covers a specific system and you'll often get five slightly different answers — not because anyone's wrong, exactly, but because the Health Technical Memorandum series spans nine subject areas, dozens of individual documents, and decades of updates layered on top of each other. HTM 03-01 covers ventilation. HTM 06-01 covers electrical supply. HTM 08-03 covers bedhead services. None of that is intuitive until it's written down in one place — so here it is.
Every HTM Asset, One Compliance Record
Oxmaint tracks inspection dates, competency records, and certificates against every HTM-regulated asset in your estate, so nothing is one missed reminder away from a compliance gap. Sign up for a free trial and map your first system today.
The HTM Series at a Glance
Health Technical Memoranda are organised into nine numbered subject series, with individual documents underneath covering specific systems in detail.
| HTM | System / Subject | Where It Applies |
|---|---|---|
| 02-01 | Medical gas pipeline systems | Theatres, wards, and anywhere piped medical gases are supplied |
| 03-01 | Specialised ventilation for healthcare premises | Theatres, isolation rooms, labs, and critical care ventilation |
| 04-01 | Safe water in healthcare premises | Hot and cold water systems, Legionella control estate-wide |
| 05-01 | Managing healthcare fire safety | Every occupied clinical and non-clinical building |
| 06-01 | Electrical services supply and distribution | Main electrical infrastructure across the whole site |
| 07-01 | Safe management of healthcare waste | Clinical, hazardous, and general waste streams |
| 08-02 | Lifts | Passenger, bed, and goods lifts across multi-storey sites |
| 08-03 | Bedhead services | Nurse call, bedhead trunking, and patient area services |
This isn't the full list — the 07 series alone also covers energy, car parking, and sustainable buildings — but these are the documents an estates manager is most likely to be asked about day to day.
Who's Competent: The Roles Behind Every HTM
Almost every HTM builds its compliance model around the same three roles, even though the exact titles and duties shift slightly by system.
The named individual within the Trust responsible for day-to-day management of a specific system's compliance — commissioning oversight, permits to work, and liaising with the Authorising Engineer.
The individual, often a contractor or in-house technician, who actually carries out the inspection, testing, or maintenance work under the Authorised Person's oversight.
An independent, externally appointed specialist who audits the system and formally appoints or revalidates the Authorised Person, providing a layer of assurance outside the Trust itself.
Keep AP, CP and Certificate Records in One Place
Oxmaint links every Authorised Person appointment, Competent Person job, and certificate to the asset it covers, so an inspector or auditor never has to chase down which document belongs to which system. Book a demo to see it built around your HTM asset register.
Records Every HTM Expects You to Keep
The specific paperwork varies by system, but the pattern of what auditors and inspectors ask for is consistent across almost every HTM.
| Record Type | Why It's Requested |
|---|---|
| Asset Register | Confirms exactly what's installed, where, and which HTM governs it |
| AP / AE Appointment Letters | Proves the right competent oversight is formally in place, not assumed |
| Commissioning & Validation Certificates | Shows the system met required standards before it went into service |
| Routine Inspection & Test Logs | Demonstrates ongoing compliance between commissioning and the next audit |
| Permit-to-Work Records | Evidences that isolations and safe systems of work were properly followed |
What Changes When HTM Records Live in One System
Estates teams moving off shared drives and paper certificate files see a consistent pattern once every HTM-regulated asset has a single digital home.
Frequently Asked Questions: HTM Compliance
Stop Searching for Which HTM Applies. Just Look It Up.
Oxmaint keeps every HTM-regulated asset, its competent persons, and its certificates organised in one system your whole estates team can search. Sign up for a free trial or book a demo to see your asset register built this way.
