Five stages between a site list and a dated pack
This is the calendar we use for energy usage reporting. Sustainability tracking reviews borrow the later stages once a baseline already exists.
Brief
You name the reporting year, the postal addresses, and the fuels you can actually invoice. We write back with a meter checklist. If a landlord holds an incoming supply, that sentence goes in the brief before any chart is drawn.
Gathering
Invoices, AMR exports you already hold, and — if booked — a plant walkthrough. We stop gathering when the missing months are listed, not when the folder looks full. Estimated reads stay estimated.
Draft
Charts follow the year you named. Weather notes use a regional series when we have one. Questions sit in the margin: tenancy changes, a boiler swap, a kitchen closure. You are not asked to approve a live screen.
Review
One working session, remote or on your site. We correct names and hours. We do not flatten a spike because it is awkward. If you want an occupant briefing, this is when heating clocks are confirmed with the caretaker.
Issue
A versioned PDF. A printed set posted to a UK address if you asked for it. The tracking review, if commissioned, uses the same year and does not reopen the fence unless you change the brief in writing.
When to start
Begin gathering before the year closes if invoices lag by a month. School sites often brief us in April with a March year-end still missing a kitchen bill; we would rather wait than issue a hollow last bar.