common minimum technical competences december

common minimum technical competences december
COMMON MINIMUM TECHNICAL COMPETENCES
DECEMBER 2011
Annex 2a – Common Process for HW, CW and ‘Wet’ Heating Systems (Domestic) ............................................................................ 4
Annex 2b – Common Processes for HW, CW and ‘Wet’ Heating Systems (Non-domestic)................................................................ 14
Annex 2c – Common processes (Compressed Gas Welded Pipework) ............................................................................................. 22
Annex 2d – Common Processes (Manual Arc Welded Pipework) ...................................................................................................... 28
Annex 4a – Oil Appliance installation (Domestic) ............................................................................................................................... 34
Annex 4b – Oil Appliance installation (Non-domestic) ........................................................................................................................ 41
Annex 4c – Oil Storage and Tank Systems ........................................................................................................................................ 48
Annex 5a – Solid fuel (Domestic) ....................................................................................................................................................... 55
Annex 5b – Solid fuel (Non-domestic) ................................................................................................................................................ 65
Annex 5c – Biomass (Domestic) ........................................................................................................................................................ 72
Annex 5d – Biomass (Non-domestic) ................................................................................................................................................. 82
Annex 6 – Backflow prevention .......................................................................................................................................................... 89
Annex 7a - Cold Water Systems (Domestic) ...................................................................................................................................... 94
Annex 7b - Cold Water Systems (Non-Domestic)............................................................................................................................. 107
Annex 8 – Rainwater Harvesting and Greywater Reuse Systems .................................................................................................... 124
Annex 9a – Hot Water Systems (Domestic) ..................................................................................................................................... 139
Annex 9b – Unvented Hot Water Storage Systems .......................................................................................................................... 155
Annex 9c – Hot water systems (Non-domestic)................................................................................................................................ 164
Annex 9d – Solar Thermal Hot Water............................................................................................................................................... 183
Annex 10a – ‘Wet’ Heating Systems (Domestic) .............................................................................................................................. 197
Annex 10b – Underfloor heating....................................................................................................................................................... 217
Annex 10c – ‘Wet’ Central Heating systems (Non-domestic) ........................................................................................................... 241
Annex 10d – Warm air heating (Domestic) ....................................................................................................................................... 260
Annex 10e – Warm air heating (Non-Domestic) ............................................................................................................................... 272
Annex 11 – Heat Pump Systems ..................................................................................................................................................... 288
Annex 12 – Micro combined Heat and Power Systems .................................................................................................................... 305
Annex 13a – Energy Efficiency (Domestic) ...................................................................................................................................... 306
Annex 13b – Energy Efficiency (Non-domestic) ............................................................................................................................... 314
Annex 14 – Sanitary appliances ....................................................................................................................................................... 323
Annex 15a – Domestic Ventilation ................................................................................................................................................... 335
Annex 15b – Mechanical Ventilation Systems Installation (Non-domestic) ....................................................................................... 347
Annex 15c – Air handling unit (Non-domestic) ................................................................................................................................. 362
Annex 15d – Plastic ductwork systems ............................................................................................................................................ 373
Annex 15e – Fire-rated ductwork systems ....................................................................................................................................... 383
Annex 16a – Air conditioning installation .......................................................................................................................................... 393
Annex 16b – Air conditioning (Halocarbon Systems)........................................................................................................................ 428
Annex 18 – Solar Photovoltaic ......................................................................................................................................................... 442
Annex 19 – Micro and small scale wind turbine systems .................................................................................................................. 453
Annex 2a – Common Process for HW, CW and ‘Wet’ Heating Systems (Domestic)
Annex 2a – Common Minimum Technical Competency Requirements for Common Processes for Hot
Water, Cold Water and ‘Wet’ Heating System Installation Work (Domestic)
Routes to demonstrating required competence
Route
1a
1b
1c
2
3
Qualifications/Certification
Experience / Evidence
Level 2 NVQ Diploma in Domestic Plumbing and
Heating (QCF); or
QCF Level 2 NVQ Diploma in Domestic
Heating(QCF); or
SVQ Level 3 in Plumbing
QCF unit achievement of unit(s):
D/602/2682 - Understand and carry out site
preparation, and pipework fabrication
techniques for domestic plumbing and heating
systems
and
D/602/2939 - Install and Maintain domestic
plumbing and heating systems, or
R/602/2971 - Install and Maintain domestic
heating systems; or
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
SCQF unit achievement of unit(s):
F9H5 04 - Install and Commission Hot and Cold
Water Systems
and
F9H5 06 - Install and Commission Central Heating
Systems
NVQ Level 2 in Plumbing or domestic heating or
Full craft Certificate in Plumbing or domestic
heating
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
4
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Yes
Yes
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Competence requirement
The installer must:
1
2
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Domestic)
Context/Scope
NOS Ref.
Know the health and safety risks and safe
systems of work associated with common
processes for hot water, cold water and ‘wet’
heating systems installation work
Health and safety risks and safe systems of work associated with:
Know the types of domestic plumbing and
heating pipework and their jointing and
bending principles
Know the pipework materials used in domestic plumbing and
heating work:




electrocution/electric shock
burns
toxic poisoning
personal injury though component/equipment handling

Copper
− R220 soft coils
− R250 half hard lengths
− R290 hard lengths

Low Carbon steel (LCS)
− Medium grade

Plastic pipework (hot, cold and heating)
− Polyethylene (MDPE)
− Polybutylene
Copper
Low carbon steel
MDPE
Polybutylene
PVC-u
Polypropylene
MUPVC
ABS
Further Guidance
Possible associated additional risks:
SUMMES1
K1, K6
SUMMES10
K2
Know the range of typical pipe material sizes available for use in
dwellings:








Annex 2a
SUMMES10
K2
 Working in excavations
 Working in confined spaces
 Refrigerants
Asbestos (retrofit installations)
Area of Competence
Competence requirement
The installer must:
3
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Domestic)
Context/Scope
NOS Ref.
Know the types of domestic plumbing and
heating pipework and their jointing and
bending principles (continued)
Know the acceptable methods of jointing new hot and cold water
pipe to existing lead pipework
SUMMES10
K2
Know the general fitting types used in dwellings:









couplers
elbows and bends
equal tees
reducing tees
reducers
tap connectors
flexible connectors
manifolds
specialist fittings such as tank connectors
SUMMES10
K2
Know the methods of jointing pipework and be able to joint
pipework used in dwellings:

copper pipe
− solder ring
− end feed
− compression (type A and B)
− push-fit
− press-fit

low carbon steel (LCS) pipe
− threaded
− compression e.g. Viking

plastic pipe (hot, cold and heating)
− push-fit
− compression
− proprietary (between lead and MDPE)
SUMMES10
K2
SUMMES10
P3, P6
Annex 2a
Further Guidance
Area of Competence
Competence requirement
The installer must:
4
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Domestic)
Context/Scope
NOS Ref.
Know the types of domestic plumbing and
heating pipework and their jointing and
bending principles (continued)
Know the methods of bending pipework and be able to bend
pipework used in dwellings:

Copper spring bending
o
− 90 bends
− sets and offsets bends

Copper machine bending
o
− 90 bends
− sets and offset bends
− passover bends

LCS hydraulic machine bending
o
− 90 bends
− sets and offset bends
− passover bends

Plastic (hot, cold and heating)
− cabling technique
SUMMES10
K2
SUMMES10
P2
Annex 2a
Further Guidance
Area of Competence
Competence requirement
The installer must:
5
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Domestic)
Context/Scope
NOS Ref.
Know how to use clips and brackets to support
domestic plumbing and heating pipework and
components
Know how to measure and mark out for fixings to pipework and
plumbing and heating components
SUMMES7
P10
SUMMES10
K1
Know the range of general fixing devices used for making fixings for
pipework and plumbing and heating components
6
Know how to use clips and brackets to support
domestic plumbing and heating pipework and
components (continued)

nails
− for timber
− for masonry

screws
− slotted head
− phillips head
− pozidrive
− plastic plugs

heavy duty fixings
− coach bolts
− rawlbolts
SUMMES10
K2
Know the range of specialist fixing devices:


cavity fixings
drive in fixings
Know how to identify appropriate clip and bracket types for
domestic plumbing and heating work:



copper pipework – hot, cold and central heating
LCS pipework – central heating
plastic pipework – hot, cold, central heating
SUMMES10
K2
SUMMES10
K2
Annex 2a
Further Guidance
Area of Competence
Competence requirement
The installer must:
7
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Domestic)
Context/Scope
NOS Ref.
Know the installation requirements of
domestic plumbing and heating pipework
Know the methods of installing domestic plumbing and heating
pipework:




prefabrication of pipework
installing pipework in-situ
use of sleeves
fire-stopping to pipework
SUMMES10
K1
Know how to identify how to select pipework materials and fittings
from instructions including plans and drawings:



8
Be able to apply fixings and brackets to
domestic plumbing and heating pipework and
components
copper pipework – hot, cold and central heating
LCS pipework – central heating
plastic pipework – hot, cold, central heating
Be able to measure, mark out and fix pipework clips and brackets at
recommended spacing intervals:



copper pipework
LCS pipework
plastic pipework
SUMMES10
K2
SUMMES7
P10
SUMMES10
K4
Annex 2a
Further Guidance
Area of Competence
Competence requirement
The installer must:
9
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Domestic)
Context/Scope
NOS Ref.
Be able to install domestic plumbing and
heating pipework
Be able to accurately measure, mark and cut pipework
for bending and jointing:



materials
copper pipework – hot, cold and central heating
LCS pipework – central heating
plastic pipework – hot, cold, central heating pipework
SUMMES10
P2
Be able to bend domestic pipework to clear obstacles:

copper machine bending
o
− 90 bends
− sets and offset bends
− passover bends

LCS Hydraulic machine bending
o
− 90 bends
− sets and offset bends
− passover bends

plastic (hot, cold and heating)
− cabling technique
SUMMES10
P2
Be able to position and fix domestic pipework to specifications:



copper pipework – hot, cold and central heating
LCS pipework – central heating
plastic pipework – hot, cold, central heating
SUMMES10
P3, P5, P6
Annex 2a
Further Guidance
Area of Competence
Competence requirement
The installer must:
10
11
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Domestic)
Context/Scope
NOS Ref.
Be able to install domestic plumbing and
heating pipework (continued)
Know the general site preparation techniques
for plumbing and heating work
Be able to joint domestic pipework systems to specifications:

copper pipe
− solder ring
− end feed
− compression (type A and B)
− push-fit
− press-fit

low carbon steel (LCS) pipe
− threaded
− compression e.g. Viking

plastic pipe (hot, cold and heating)
− push-fit
− compression
− proprietary (between lead and MDPE)
SUMMES10
P3, P6
Know the typical range of activities to be carried out when working
on plumbing and heating systems:







preparing work sites
designing and selecting materials and equipment
installing systems and components
maintaining and dealing with faults on systems and components
decommissioning systems and components – temporary and
permanent
soundness testing systems and components
commissioning systems and components
Know what information should be passed on to the customer when
carrying out work on domestic pipework systems
Know how to check for pre-existing damage to the building fabric
or customer property before the work commences
SUMMES7
K2
SUMMES7
K2
SUMMES7
K8
Annex 2a
Further Guidance
Area of Competence
Competence requirement
The installer must:
12
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Domestic)
Context/Scope
NOS Ref.
Know the general site preparation techniques
for plumbing and heating work (continued)
Annex 2a
Further Guidance
Know how to protect the building fabric or customer property
before the work commences:






use of dust sheets
protection from flame damage
use of walking boards – lawns/flower beds
application of packaging to protect components during partially
completed works
circumstances in which furniture, breakable items and carpets
need to be removed from the work area
circumstances in which damage to vehicles may occur
SUMMES7
K8
M7,
Kn h
SUMMES7
K10
M7,
Kn k
SUMMES7
K9
M7,
Kn i
SUMMES7
K7
M7,
Kn g
Know the method of storing tools, equipment and materials when
working in new buildings and existing dwellings:



prevention of theft
avoiding loss and wastage
minimising damage
Know the checks to be carried out on tools and equipment to
ensure that they work correctly and are correctly calibrated
Know the work methods for preparing building construction
features for installation work:






holes in masonry surfaces – hammer and chisel, large power
drill
making good to masonry surfaces
lifting and replacing timber flooring materials
notching timber floor joists
drilling holes – timber floor joists
cutting chases – wall and floor surfaces
Annex 2b – Common Processes for HW, CW and ‘Wet’ Heating Systems (Non-domestic)
Annex 2b – Common Minimum Technical Competency Requirements for Common Processes for Hot
Water, Cold Water and ‘Wet’ Heating System Installation Work (Non-Domestic)
Routes to demonstrating required competence
Route
1a
Qualifications/Certification
Experience / Evidence
Level 2 NVQ Diploma in Heating and Ventilating
Industrial and Commercial Installation (QCF); or
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Yes
No
Yes
No
NVQ Level 2 in Heating and Ventilating Industrial
and Commercial Installation or Full craft Certificate
in Heating and Ventilating Industrial and
Commercial Installation
Yes
No
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Yes
No
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Yes
No
Yes
Yes
Level 3 SVQ Heating and Ventilating Industrial and
Commercial Installation
1b
Inspection / Assessment
On –Site
Off-Site
QCF unit achievement of unit(s):
A/602/2768 -Understand and carry out site
preparation and pipework fabrication techniques
for industrial and commercial systems; or
SCQF unit achievement of unit(s):
F9NH 04 - Install, Test and Commission Hot and
Cold Water Systems
1c
2
3
4
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Competence requirement
The installer must:
1
2
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Non-Domestic)
Context/Scope
NOS Ref.
Know the health and safety risks and safe
systems of work associated with common
processes for fabricating installing and testing
industrial and commercial MES systems
Know how to and be able to prepare for
fabricating installing and testing industrial and
commercial MES systems
Health and safety risks and safe systems of work associated with:




electrocution/electric shock
burns
toxic poisoning
personal injury though component/equipment handling
Know the materials and fittings required to complete work and how
check them for damage, including materials for MES systems:


Pipe









Low carbon steel
Stainless steel
Galvanised steel
Copper
ABS plastic
PEX plastic
Polypropylene
Polyethylene
Insulation
Fittings

Capillary soldered fittings

Compression fittings

Threaded fittings

Push fit fittings

Fusion welded fittings

Weld-on fittings

Mechanical controls (e.g. valves)

Crimped fittings
Annex 2b
Further Guidance
Possible associated additional risks:
SUMMES1,
K3
 Working in excavations
 Working in confined spaces
 Refrigerants
Asbestos (retrofit installations)
Area of Competence
Competence requirement
The installer must:
1
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Non-Domestic)
Context/Scope
NOS
Ref.
Know how to and be able to prepare for
fabricating installing and testing industrial and
commercial MES systems (continued)
Know the hand and power tools required to complete work and be
able to use the hand and power tools required to complete work,
including:
 General hand and power tools
 Specialist tools used in the MES sector and their maintenance
requirements
 Power threading machines
 Hand threading tools
 Crimping power tools
 Grinders
 Welding equipment
 Electric drills (110v and cordless)
 Pipe bending machines
 Pipe wrenches
 Pipe cutters
 Reamers
 Chain wrenches
 Levels (including Laser)
 Core drills
 Joint forming tools (mechanical groove)
 Testing equipment
Know how to Identify Personal Protective Equipment relevant to the
work activity
Be able to select Personal Protective Equipment relevant to the work
activity
Annex 2b
Further Guidance
Area of Competence
Competence requirement
The installer must:
2
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Non-Domestic)
Context/Scope
NOS
Ref.
Know how to and be able to fabricate and
install industrial and commercial MES systems
Know the methods and techniques for fabricating MES systems to
industry standards and specifications including:
 Measuring and marking out
 Cutting
 Bending, hydraulic and machine

90°

Offset

Passover

In copper and LCS
 Drilling and fixing
Know the material jointing techniques on pipework and be able to
undertake jointing techniques on pipework using:
















Mechanical methods
Bolting
Compression pipe joints
Crimped pipe joints
Threaded pipe joints
Heat methods
Soft soldering
Hard soldering
Solvent methods
Adhesives
Solvent
Specialist jointing techniques
Push fit
Press fit
Crimping
Fusion welding
Annex 2b
Further Guidance
Area of Competence
Competence requirement
The installer must:
2
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Non-Domestic)
Context/Scope
NOS
Ref.
Know how to and be able to fabricate and
install industrial and commercial MES systems
(continued)
Know the methods and techniques for using hand tools, power tools,
drills and fixing devices for fixing to:
 Materials

Wood

Masonry

Metal
 Fixing devices

Nails

Screws

Heavy duty fixing devices
Know the methods and techniques for fixing pipework using clips and
brackets for the following materials:
• Low carbon steel
• Stainless steel
• Galvanised steel
• Copper
• ABS plastic
• PEX plastic
• Polypropylene
• Polyethylene
• Insulation
Annex 2b
Further Guidance
Area of Competence
Competence requirement
The installer must:
2
Common Processes for Hot Water, Cold Water and ‘Wet’ Heating System Installation Work
(Non-Domestic)
Context/Scope
NOS
Ref.
Know how to and be able to fabricate and
install industrial and commercial MES systems
(continued)
Know the appropriate bracket spacing intervals in accordance with
pipe diameter requirements for:
 Horizontally mounted pipework in:




Copper
Plastic
Stainless steel
LCS
 Vertically mounted pipework in:




3
Know how to and be able to test MES systems
Copper
Plastic
Stainless steel
LCS
Know how to and be able to dentify appropriate equipment for
applying soundness tests to rigid and plastic pipework
Know the procedure and be able to undertake the procedure for
completing a soundness test on rigid or plastic pipework systems in
accordance with appropriate industry standards and record the
soundness test procedure
Know the required action and be able to take the required action
when inspection and testing reveals defects in MES systems, including:
• Remedial work associated with leakage from systems
Annex 2b
Further Guidance
Annex 2b - Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Reference Documents for Common Processes for Hot Water, Cold Water and
‘Wet’ Heating System Installation Work (Non-Domestic)
Insert details or state that no specific documents are required if this applies.
Annex 2c – Common processes (Compressed Gas Welded Pipework)
Annex 2c - Common Minimum Technical Competency Requirements for Common Processes
(Compressed Gas Welded Pipework Installation)
Routes to demonstrating required competence
Route
1
2
3
4
Qualifications/Certification
Experience / Evidence
QCF unit achievement of unit(s):
D/602/4884 - Understand industrial and
commercial oxy-acetylene pipe jointing techniques
(Level 3);
and
K/602/4905 - Perform industrial and commercial
Oxy-Acetylene pipe jointing techniques
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Inspection / Assessment
On –Site
Off-Site
Yes
No
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Yes
No
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Yes
No
Yes
Yes
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Common Processes (Compressed Gas Welded Pipework Installation)
Competence requirement
The installer must:
Context/Scope
1
Know the working principles of all the following items of compressed
gas welding equipment:
Know the working principles of industrial and
commercial compressed gas welding processes








2
Know the legislative and organisational
procedures related to all industrial and
commercial compressed gas welding processes
Compressed gas cylinders
Two stage regulators
Blowback arresters
Non-return valves
High pressure welding torches
Welding nozzles
Flame cutting nozzles
High pressure hoses
Know how to interpret and apply appropriate sources of health and
safety information as it relates to:




Compressed gases
Welding equipment
Autogeneous processes
Materials handling
Know how to interpret and apply regulations, codes of practice, industry
recommendations, and welding specifications appropriate to:



Compressed gases
Welding equipment
Autogeneous processes
Know the appropriate persons whom it may be necessary to advise
before undertaking welding processes (including compressed gas
cutting activities)
Annex 2c
NOS
Ref.
Further Guidance
Area of Competence
Common Processes (Compressed Gas Welded Pipework Installation)
Competence requirement
The installer must:
2
Know the legislative and organisational
procedures related to all industrial and
commercial compressed gas welding processes
Context/Scope
Know the actions that should be taken upon completion of welding
processes (including compressed gas cutting activities) in terms of:


Quality control
Documentation procedures
Know how to prevent the inadvertent operation of welding equipment
after completion of work operations.
3
Know how to and be able to complete
preparation work for compressed gas welding
activities
Know how to and be able to complete a risk assessment in the work
location
Know how to and be able to prepare a method statement for welding
processes
Know the preparation requirements and be able to prepare for:
 Joining pipework by welding (cutting pipe to size, preparing pipe
ends)
 Testing welded pipework sections
 Commissioning welded pipework sections
 Decommissioning welded pipework sections
 Identifying faults on welded pipework sections
Know the safety requirements of the work location in terms of:



Safe access and egress
Immediate work location e.g. tripping hazards
Hazards related to the welding process
Know the Personal Protective Equipment and be able to select Personal
Protective Equipment appropriate to the work activity being carried out
Know how to select and be able to select pipework materials and
fittings required to complete work on welded pipework system
installations and check them for defects
Know how to identify appropriate cutting and grinding methods to
ensure pipe ends are properly prepared prior to welding
Annex 2c
NOS
Ref.
Further Guidance
Area of Competence
Common Processes (Compressed Gas Welded Pipework Installation)
Competence requirement
The installer must:
4
Know how to and be able to complete
preparation work for compressed gas welding
activities
Context/Scope
Be able to prepare compressed gas cutting equipment and grinding
equipment for the preparation of pipework materials for welding
Know the procedures for safely using and be able to safely use cutting
and grinding equipment safely and correctly to prepare pipework
materials for welding in accordance with provided welding
specifications
Know the basic requirements and methods for inspecting, testing and
maintaining gas welding equipment
5
Know how to and be able to connect pipework
by compressed gas welding
Know how to interpret engineering drawings and welding specifications
prior to carrying out welding procedures
Know the oxy-acetylene gas welding processes in terms of:



Compressed gases
Welding equipment
Autogeneous processes
Be able to undertake checks to establish that:



Joint preparation
Welding equipment
Consumables
Comply with specifications and are fit for purpose
Be able to select and use tools and inspection equipment to carry out
compressed gas welding of pipework and confirm they are fit for
purpose
Annex 2c
NOS
Ref.
Further Guidance
Area of Competence
Common Processes (Compressed Gas Welded Pipework Installation)
Competence requirement
The installer must:
5
Know how to and be able to connect pipework
by compressed gas welding (continued)
Context/Scope
Be able to:
weld pipework materials to conform with job specifications on all of the
following:








LCS pipe
Pipe headers
Weld-on bends and elbows
Weld-on tees
Weld-on flanges
Weld-on valves
Butt welds
Branch welds
weld pipe and fitting by the following joint methods:
 Vertical horizontal butt (all positions)
 Horizontal vertical butt
 Fillet
Know the procedures for and be able to undertake the procedures for:
 Checking welds for compliance
 Testing for defects in products and assets

Be able to complete relevant documentation including weld test reports
Be able to safely isolate welding equipment after welding activities
Annex 2c
NOS
Ref.
Further Guidance
Annex 2c - Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Reference Documents for Common Processes (Compressed Gas Welded
Pipework Installation)
No specific documents are required.
Annex 2d – Common Processes (Manual Arc Welded Pipework)
Annex 2d – Common Minimum Technical Competency Requirements for Common Processes
(Manual Arc Welded Pipework Installation)
Routes to demonstrating required competence
Route
Qualifications/Certification
Experience / Evidence
QCF unit achievement of unit(s):
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
1
K/602/4886 - Understand industrial and
commercial manual metal arc pipe jointing
techniques (Level 3);
and
T/602/4907 - Perform industrial and commercial
manual metal arc pipe jointing techniques(Level 3);
2
3
4
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Common Processes (Manual Arc Welded Pipework Installation)
Competence requirement
The installer must:
1
Know the working principles of industrial and
commercial manual metal arc welding
processes
Context/Scope
Know the working principles of all the following items of manual metal
arc welding equipment:









2
Know the legislative and organisational
procedures related to all industrial and
commercial manual metal arc welding
processes
Arc welding sets (AC/DC)
Remote controllers
Generators
Rectifiers
Transformers
Welding tongs
Cables
Return clamp
Consumables
Know how to Interpret and apply appropriate sources of health and
safety information as it relates to:




Arc welding sets (AC/DC)
Welding equipment
Autogeneous processes
Materials handling
Know how to interpret and apply regulations, codes of practice, industry
recommendations, and welding specifications appropriate to:



Arc welding sets (AC/DC)
Welding equipment
Autogeneous processes
Know the appropriate persons whom it may be necessary to advise
before undertaking welding processes
Know the actions that should be taken upon completion of welding
processes in terms of:


Quality control
Documentation procedures
Know how to prevent the inadvertent operation of welding equipment
after completion of work operations
Annex 2d
NOS
Ref.
Further Guidance
Area of Competence
Common Processes (Manual Arc Welded Pipework Installation)
Competence requirement
The installer must:
3
Know how to and be able to complete
preparation work for manual metal arc welding
activities
Context/Scope
Know how to and be able to complete a risk assessment in the work
location
Know how to and be able to prepare a method statement for welding
processes
Know the preparation requirements and be able to prepare for:
 Joining pipework by welding (cutting pipe to size, preparing pipe
ends)
 Testing welded pipework sections
 Commissioning welded pipework sections
 Decommissioning welded pipework sections
 Identifying faults on welded pipework sections
Know the safety requirements of the work location in terms of:



Safe access and egress
Immediate work location e.g. tripping hazards
Hazards related to the welding process
Know the Personal Protective Equipment and be able to select Personal
Protective Equipment appropriate to the work activity being carried out
Know how to select and be able to select pipework materials and
fittings required to complete work on welded pipework system
installations and check them for defects
Know how to identify appropriate cutting and grinding methods to
ensure pipe ends are properly prepared prior to welding
Be able to prepare manual metal arc welding equipment for welding
activities
Annex 2d
NOS
Ref.
Further Guidance
Area of Competence
Common Processes (Manual Arc Welded Pipework Installation)
Competence requirement
The installer must:
3
Know how to and be able to complete
preparation work for manual metal arc welding
activities (continued)
Context/Scope
Know the procedures for safely using and be able to safely use cutting
and grinding equipment safely and correctly to prepare pipework
materials for welding in accordance with provided welding
specifications
Know the basic requirements and methods for inspecting, testing and
maintaining gas welding equipment
4
Know how to and be able to connect pipework
by manual metal arc welding
Know how to interpret engineering drawings and welding specifications
prior to carrying out welding procedures
Know the manual metal arc welding processes in terms of:




Arc welding sets (AC/DC)
Welding equipment
Autogeneous processes
Flame cutting processes
Be able to undertake checks to establish that:



Joint preparation
Welding equipment
Consumables
Comply with specifications and are fit for purpose
Be able to select and use tools and inspection equipment to carry out
compressed gas welding of pipework and confirm they are fit for
purpose
Annex 2d
NOS
Ref.
Further Guidance
Area of Competence
Common Processes (Manual Arc Welded Pipework Installation)
Competence requirement
The installer must:
4
Know how to and be able to connect pipework
by manual metal arc welding (continued)
Context/Scope
Be able to:
weld pipework materials to conform with job specifications on all of the
following:








LCS pipe
Pipe headers
Weld-on bends and elbows
Weld-on tees
Weld-on flanges
Weld-on valves
Butt welds
Branch welds
weld pipe and fitting by the following joint methods:
 Vertical horizontal butt (all positions)
 Horizontal vertical butt
 Fillet
Know the procedures for and be able to undertake the procedures for:


Checking welds for compliance
Testing for defects in products and assets
Be able to complete relevant documentation including weld test reports
Be able to safely isolate welding equipment after welding activities
Annex 2d
NOS
Ref.
Further Guidance
Annex 2d - Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Reference Documents for Common Processes (Manual Arc Welded Pipework
Installation)
No specific documents are required.
Annex 4a – Oil Appliance installation (Domestic)
Annex 4a – Common Minimum Technical Competency Requirements for Oil Appliance Installation
Work (Domestic)
Routes to demonstrating required competence
Route
1
2
Inspection / Assessment
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Domestic Heating (QCF) ; or
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (QCF); or
SVQ in Plumbing including the optional unit F9HA 04
Install and Commission Fuel Systems: Oil
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.**
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
OFT10- 101 Domestic/light commercial oil firing
servicing & commissioning course for pressure jet
appliances
OFT10- 102 Servicing and Commissioning of oil and
bio-liquid fuelled Vaporising burner fired domestic
fixed combustion appliances < 45kW
OFT10-105E Installation of oil & bio-liquid fuelled
fixed combustion appliances & systems < 100Kw
OFT10-201 Servicing and Commissioning of oil and bioliquid fuelled pressure jet burner fired commercial
combustion appliances < 2Mw
3
4
Alternative certification that has been mapped to the
competence requirements within this Annex and
agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for acceptance
as alternative certification
Qualifications/certification other than above or no
formal qualification
(The inclusion of this route in this annex is subject to
final agreement)
Minimum of 3 years verifiable relevant experience covering the
competence requirements stated in this annex and successful
completion of the Experienced Worker Assessment
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.**
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be assessed and
demonstrated but do not lead to the award of a qualification.
**Enterprises must demonstrate compliance with the overall business requirements identified in this document and each individual must hold the relevant technical qualification
for the scope for which they have applied. Technical qualifications are those identified in this annex and shall be renewed on a 5 year cycle.
Area of Competence
Oil Appliances and Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
Context/Scope
1
Know the health hazards relating to petroleum products and bio-fuels:
Know the health and safety risks and safe
systems of work associated with oil appliances
and heating systems installation work





hygiene precautions
inhalation
skin contact
eye contact
ingestion and aspiration
Know the dangers and the safety precautions to be taken when working
with petroleum products:










fire and explosion
electrical equipment
product storage (plastic and steel tanks)
fabrication
product handling
product delivery
combustion of fuels
combustion products
combustion air supply and product discharge
indications of danger and poisoning
Know the safe working procedures regarding boiler and furnace
maintenance




removal of combustion products
residual oil deposits
pressurised oil lines
combustion of used lubricating oil
Know the environmental aspects of petroleum products


environmental hazards
product disposal
Know the types and descriptions of safety signs, notices, and signals
Annex 4a
NOS Ref.
Further Guidance
Area of Competence
Oil Appliances and Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of cold water system and their
2
Context/Scope
layout requirements
Know the cold water system pipework features between the water undertaker’s
main and the main internal stop valve in premises:






connection methods to the main
communication pipe
service pipe
main external stop valve and meter housing including surface mounted
meter boxes (Groundbreaker)
depth of external service pipework below ground level
correct methods of entry of the service pipework to a property
Identify types of cold water system from layout diagrams


direct cold water systems
indirect cold water systems
Know the factors which affect the selection of cold water systems for dwellings


direct cold water system
− supplying a storage cistern
− supplying a combination boiler
indirect cold water system
Know the typical pipe sizes used in cold water systems in premises:



supply pipe
distributing pipe
service pipe
Annex 4a
NOS Ref.
Further Guidance
Area of Competence
Oil Appliances and Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
Context/Scope
3
Select suitable appliances meeting installation/standard requirements:
Be able to select oil fired appliances to meet
customer needs









customer needs/preference
provision of suitable flueing arrangements
suitable room/property location
proximity of combustible materials to the appliance
building layout and features - suitable appliance space
suitability of heating system
loadings placed on the oil fired appliance
energy efficient legislation requirements
environmental impact
Calculate the size of oil fired appliances required for given situations using the
whole house boiler sizing method
4
Be able to install oil fired appliances
Carry out a pre-installation inspection to determine that oil fired appliances can
be correctly installed:
 Appliance location/ position
 Hearth provision
 Flueing arrangements and termination
 Appliance ventilation provision
 Fuel supply arrangements
 Condensate disposal arrangements
 Heating/ hot water system provision
 Electrical connection arrangements
Annex 4a
NOS Ref.
DPJ02 &
DVA02
1.1
DPJ02 &
DVA02
1.2
DPJ02 &
DVA02
2.1
Position, fix and connect oil fired appliances to manufacturer requirements:






Assemble and position the appliance
Make connections to, or assemble the appliance flue system/ connection
Make connections to the heating/ hot water system
Make connections to the condensate disposal pipework
Make final connections to the oil supply pipework
Make final electrical connections to the central heating control system
Take precautions to ensure that the appliance cannot be brought into operation
before the installation work is fully completed
DPJ02 &
DVA02
2.2
DPJ02 &
DVA02
2.3
Further Guidance
Area of Competence
Oil Appliances and Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
Context/Scope
5
Use information sources to identify the range of commissioning work required on
oil fired appliances
Be able to commission oil fired appliances
Annex 4a
NOS Ref.
DPJ02 &
DVA02
3.1
Carry out a visual inspection of oil fired appliances and their associated supplies to
confirm that they are ready to be commissioned:








Oil storage tank
Oil supply system – checked, filled and ready for operation
Air supply – combustion and ventilation
Flue system including hearth, proximity of combustible materials, flue
termination and provision of flue draught stabiliser
Oil fired appliance – correct positioning and assembly of components such as
flue baffles
Water connections to the appliance – provision of suitable heating/ hot water
system controls, checked filled and ready for operation
Electrical connection to the appliance – electrical testing has taken place and
the appliance is ready for operation
Appliance burner and controls – setting, positioning etc.
Carry out operational tests prior to appliance light up:

Flue flow test (where required)
DPJ02 &
DVA02
3.2
DPJ02 &
DVA02
3.3
Carry out operational tests on initial appliance light up:







Determination of cold oil depth and/or oil flow rate (vaporising appliances)
Initial function of appliance burner
Oil pressure readings - set and adjust oil pump (pressure jet appliances)
Correct operation of burner safety controls
Appliance flame picture (where required)
Initial readings to determine the cleanliness of combustion and adjust
accordingly – smoke reading and flue draught
Flue operational tests – flue spillage (where required), flue draught
interference test (where required)
DPJ02 &
DVA02
3.4
Further Guidance
Area of Competence
Oil Appliances and Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
Context/Scope
5
Be able to commission oil fired appliances
(continued)
DPJ02 &
DVA02
3.5
Carry out checks to ensure that the appliance oil flow rate/ temperature controls
are operating correctly
DPJ02 &
DVA02
3.6


Hot water systems
Central heating systems
Complete the details contained in a commissioning record for oil fired appliances
Be able to decommission oil fired appliances
NOS Ref.
Carry out appliance combustion efficiency tests and adjust/ fine tune burner
controls accordingly
Carry out checks to ensure that connected water heating systems are functioning
correctly
6
Annex 4a
DPJ02 &
DVA02
3.7
DPJ02 &
DVA02
3.8
Liaise with other persons to determine the decommissioning work to be carried
out
DPJ02 &
DVA02
4.1
Arrange for temporary heating to be available (if required) for the duration of
decommissioning work
DPJ02 &
DVA02
4.2
Isolate the appliance from the supply source


Turn off the electricity and fuel supply to the appliance and make safe
Turn off the water supply to the system
Drain and safely dispose of the system contents


Central heating/ hot water system
Fuel supply system
DPJ02 &
DVA02
4.3
DPJ02 &
DVA02
4.4
Take precautions to ensure that the appliance cannot be brought back into
operation before the decommissioning work is complete
DPJ02 &
DVA02
4.5
Advise other persons that the appliance has been successfully decommissioned
DPJ02 &
DVA02
4.6
Further Guidance
Annex 4b – Oil Appliance installation (Non-domestic)
Annex 4b - Common Minimum Technical Competency Requirements for Oil Appliance Installation
Work (Non Domestic)
Routes to demonstrating required competence
Route
1
2
Inspection / Assessment
Qualifications/Certification
Experience / Evidence
Qualifications/qualification units to be identified or
this route removed
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.**
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
OFT10- 101 Domestic/light commercial oil firing
servicing & commissioning course for pressure jet
appliances
OFT10- 102 Servicing and Commissioning of oil and
bio-liquid fuelled Vaporising burner fired domestic
fixed combustion appliances < 45kW
OFT10-105E Installation of oil & bio-liquid fuelled
fixed combustion appliances & systems < 100Kw
3
4
OFT10-201 Servicing and Commissioning of oil and bioliquid fuelled pressure jet burner fired commercial
combustion appliances < 2Mw
Alternative certification that has been mapped to the
competence requirements within this Annex agreed by
SummitSkills as aligning with the competence
requirements within this annex and aligning with the
related requirements for acceptance as alternative
certification.
Qualifications/certification other than above or no
formal qualification
(The inclusion of this route in this annex is subject to
final agreement)
Minimum of 3 years verifiable relevant experience covering the
competence requirements stated in this annex and successful
completion of the Experienced Worker Assessment
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.**
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be assessed and
demonstrated but do not lead to the award of a qualification.
**Enterprises must demonstrate compliance with the overall business requirements identified in this document and each individual must hold the relevant technical qualification
for the scope for which they have applied. Technical qualifications are those identified in this annex and shall be renewed on a 5 year cycle.
Area of Competence
Oil Appliances and Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
Context/Scope
1
Know the health hazards relating to petroleum products and bio-fuels:
Know the health and safety risks and safe systems
of work associated with oil appliances and heating
systems installation work





hygiene precautions
inhalation
skin contact
eye contact
ingestion and aspiration
Know the dangers and the safety precautions to be taken when working with
petroleum products:










fire and explosion
electrical equipment
product storage (plastic and steel tanks)
fabrication
product handling
product delivery
combustion of fuels
combustion products
combustion air supply and product discharge
indications of danger and poisoning
Know the safe working procedures regarding boiler and furnace maintenance




removal of combustion products
residual oil deposits
pressurised oil lines
combustion of used lubricating oil
Know the environmental aspects of petroleum products


environmental hazards
product disposal
Know the types and descriptions of safety signs, notices, and signals
Annex 4b
NOS Ref.
Further Guidance
Area of Competence
Oil Appliances and Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
Know the types of cold water system and their
2
Context/Scope
layout requirements
Know the cold water system pipework features between the water undertaker’s
main and the main internal stop valve in premises:






connection methods to the main
communication pipe
service pipe
main external stop valve and meter housing including surface mounted meter
boxes (Groundbreaker)
depth of external service pipework below ground level
correct methods of entry of the service pipework to a property
Identify types of cold water system from layout diagrams


direct cold water systems
indirect cold water systems
Know the factors which affect the selection of cold water systems for premises


direct cold water system
− supplying a storage cistern
− supplying a combination boiler
indirect cold water system
Know the typical pipe sizes used in cold water systems in premises:



supply pipe
distributing pipe
service pipe
Annex 4b
NOS Ref.
Further Guidance
Area of Competence
Oil Appliances and Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
Context/Scope
3
Select suitable appliances meeting installation/standard requirements:
Be able to select oil fired appliances to meet
customer needs









customer needs/preference
provision of suitable flueing arrangements
suitable room/property location
proximity of combustible materials to the appliance
building layout and features - suitable appliance space
suitability of heating system
loadings placed on the oil fired appliance
energy efficient legislation requirements
environmental impact
Calculate the size of oil fired appliances required for given situations
4
Be able to install oil fired appliances
Carry out a pre-installation inspection to determine that oil fired appliances can
be correctly installed:
 Appliance location/ position
 Hearth provision
 Flueing arrangements and termination
 Appliance ventilation provision
 Fuel supply arrangements
 Condensate disposal arrangements
 Heating/ hot water system provision
 Electrical connection arrangements
Annex 4b
NOS Ref.
DPJ02 &
DVA02
1.1
DPJ02 &
DVA02
1.2
DPJ02 &
DVA02
2.1
Position, fix and connect oil fired appliances to manufacturer requirements:






Assemble and position the appliance
Make connections to, or assemble the appliance flue system/ connection
Make connections to the heating/ hot water system
Make connections to the condensate disposal pipework
Make final connections to the oil supply pipework
Make final electrical connections to the central heating control system
Take precautions to ensure that the appliance cannot be brought into operation
before the installation work is fully completed
DPJ02 &
DVA02
2.2
DPJ02 &
DVA02
2.3
Further Guidance
Area of Competence
Oil Appliances and Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
Context/Scope
5
Use information sources to identify the range of commissioning work required on
oil fired appliances
Be able to commission oil fired appliances
Annex 4b
NOS Ref.
DPJ02 &
DVA02
3.1
Carry out a visual inspection of oil fired appliances and their associated supplies to
confirm that they are ready to be commissioned:








Oil storage tank
Oil supply system – checked, filled and ready for operation
Air supply – combustion and ventilation
Flue system including hearth, proximity of combustible materials, flue
termination and provision of flue draught stabiliser
Oil fired appliance – correct positioning and assembly of components such as
flue baffles
Water connections to the appliance – provision of suitable heating/ hot water
system controls, checked filled and ready for operation
Electrical connection to the appliance – electrical testing has taken place and
the appliance is ready for operation
Appliance burner and controls – setting, positioning etc.
Carry out operational tests prior to appliance light up:

Flue flow test (where required)
DPJ02 &
DVA02
3.2
DPJ02 &
DVA02
3.3
Carry out operational tests on initial appliance light up:





Initial function of appliance burner
Correct operation of burner safety controls
Oil pressure readings - set and adjust oil pump
Initial readings to determine the cleanliness of combustion and adjust
accordingly – smoke reading and flue draught
Flue operational tests – flue spillage (where required), flue draught
interference test (where required)
DPJ02 &
DVA02
3.4
Further Guidance
Area of Competence
Oil Appliances and Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
Context/Scope
5
Be able to commission oil fired appliances
(continued)
Carry out appliance combustion efficiency tests and adjust/ fine tune burner
controls accordingly
Carry out checks to ensure that the appliance temperature controls are operating
correctly


Appliance control thermostat
Appliance energy cut-out device
Carry out checks to ensure that connected water heating systems are functioning
correctly


Hot water systems
Central heating systems
Complete the details contained in a commissioning record for oil fired appliances
6
Be able to decommission oil fired appliances
Annex 4b
NOS Ref.
DPJ02 &
DVA02
3.5
DPJ02 &
DVA02
3.6
DPJ02 &
DVA02
3.7
DPJ02 &
DVA02
3.8
Liaise with other persons to determine the decommissioning work to be carried
out
DPJ02 &
DVA02
4.1
Arrange for temporary heating to be available (if required) for the duration of
decommissioning work
DPJ02 &
DVA02
4.2
Isolate the appliance from the supply source


Turn off the electricity and fuel supply to the appliance and make safe
Turn off the water supply to the system
Drain and safely dispose of the system contents


Central heating/ hot water system
Fuel supply system
DPJ02 &
DVA02
4.3
DPJ02 &
DVA02
4.4
Take precautions to ensure that the appliance cannot be brought back into
operation before the decommissioning work is complete
DPJ02 &
DVA02
4.5
Advise other persons that the appliance has been successfully decommissioned
DPJ02 &
DVA02
4.6
Further Guidance
Annex 4c – Oil Storage and Tank Systems
Annex 4c - Common Minimum Technical Competency Requirements Oil Storage and Tank Systems
Installation Work
Routes to demonstrating required competence
Route
1
2
3
4
Inspection / Assessment
Qualifications/Certification
Level 3 NVQ Diploma in Domestic Heating (QCF) ; or
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (QCF); or
SVQ in Plumbing including the optional unit F9HA 04
Install and Commission Fuel Systems: Oil
Experience / Evidence
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.**
OFT10-600a Installation of oil fuel storage and supply
systems connected to fixed combustion appliances
Alternative certification that has been mapped to the
competence requirements within this Annex and
agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for acceptance
as alternative certification.
Qualifications/certification other than above or no
formal qualification
(The inclusion of this route in this annex is subject to
final agreement)
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
Minimum of 3 years verifiable relevant experience covering the
competence requirements stated in this annex and successful
completion of the Experienced Worker Assessment
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.**
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be assessed and
demonstrated but do not lead to the award of a qualification.
**Enterprises must demonstrate compliance with the overall business requirements identified in this document and each individual must hold the relevant technical qualification
for the scope for which they have applied. Technical qualifications are those identified in this annex and shall be renewed on a 5 year cycle.
Area of Competence
Oil Storage and Tank Systems Installation Work
Competence requirement
The installer must:
Context/Scope
1
Know the health hazards relating to petroleum products and bio-fuels:
Know the health and safety risks and safe
systems of work associated with oil storage
and tank systems installation work





hygiene precautions
inhalation
skin contact
eye contact
ingestion and aspiration
Know the dangers and the safety precautions to be taken when
working with petroleum products:










fire and explosion
electrical equipment
product storage (plastic and steel tanks)
fabrication
product handling
product delivery
combustion of fuels
combustion products
combustion air supply and product discharge
indications of danger and poisoning
Know the safe working procedures regarding boiler and furnace
maintenance




removal of combustion products
residual oil deposits
pressurised oil lines
combustion of used lubricating oil
Know the environmental aspects of petroleum products


environmental hazards
product disposal
Know the types and descriptions of safety signs, notices, and signals
Annex 4c
NOS Ref.
Further Guidance
Area of Competence
Oil Storage and Tank Systems Installation Work
Competence requirement
The installer must:
Context/Scope
2
Know the requirements for fire valve positioning:
Know the correct procedures to select, locate
and install fire valves






standard external fire valve positioning
external (internal) fire valve positioning
fire valve positioning for an external boiler
fire valve positioning for a vaporising range cooker
fire valve positioning for a vaporising room heater (stove)
fire valve positioning for an oil lifter
Know the correct fitment of fire valves for different supply systems:


single appliance gravity supply systems
multiple appliance oil supply systems
Know the correct operation and testing methods for different types of
fire valve


3
4
dead weight/fusible link type fire valve
remote acting phial and capillary fire valve
Know the requirements of relevant
regulations/standards relating to practical
installation, testing and commissioning
activities for oil storage and tank systems
installation work
Know the legislation and guidance information for the industry
Know the procedure for the safe isolation of
electricity and be able to demonstrate this
procedure
Know the nine steps for the safe isolation of electrical supplies





building regulations
industry standards
manufacturers installation and service/maintenance instructions
competent persons
work notification
Be able to demonstrate safe isolation of electrical supplies
Annex 4c
NOS Ref.
Further Guidance
Area of Competence
Oil Storage and Tank Systems Installation Work
Competence requirement
The installer must:
Context/Scope
5
Know and be able to follow the correct course of action in the event of
an oil spill
Know the procedure to be followed in the case
of oil spill


prevent further release of oil
clean up any oil present
Know the possible implications of an oil spill



6
Be able to identify actual and potential risks
structural damage
health effects
legislation
Know and be able to identify potential safety risks



location of oil tank
size and structure of oil tank base
location of fire valve
Know and be able to identify potential environmental risks



capacity of single skin oil storage tank
location of oil storage tank
condition of oil storage tank
Know and be able to identify immediate risks




location of flue terminal
oil storage tank support
leakages
inadequate oil storage tank fill point
Annex 4c
NOS Ref.
Further Guidance
Area of Competence
Oil Storage and Tank Systems Installation Work
Competence requirement
The installer must:
Context/Scope
7
Know and be able to demonstrate correct methods of oil storage tank
installation
Know the preparatory work required and be
able to install oil storage and supply facilities








steel oil storage tank
plastic oil storage tank
underground oil storage tank
underground tank chamber
height considerations
oil storage tank bases
ground types for oil storage tanks
general site layout of an oil storage tank base
Know and be able to demonstrate correct oil storage tank base
construction for different types of oil tank








plastic oil storage tank on a concrete base
plastic oil storage tank on pre-cast lintels
plastic oil storage tank on paving slabs
plastic oil storage tank on platform with concrete base
plastic oil storage tank on platform with lintel base
steel oil storage tank with integral base supports
steel oil storage tank on piers with concrete base
steel oil storage tank on piers with lintel base
Know the correct methods of installing and testing extended fill pipes




above ground extended fill pipe installation
extended fill pipe installation in a building
underground extended fill pipe installation
multiple installations
Annex 4c
NOS Ref.
Further Guidance
Area of Competence
Oil Storage and Tank Systems Installation Work
Competence requirement
The installer must:
Context/Scope
7
Be able to correctly and safely install oil supply systems
Know the preparatory work required and be
able to install oil storage and supply facilities
(continued)












oil supply pipes
earth bonding
external/exposed oil supply pipes
internal oil supply
underground oil supply
other services
ducts
trenching
sleeving
record keeping
oil line entry into buildings
oil supply connections
Be able to correctly fit and test oil supply connections and fittings








compression fittings with internal support
flared fittings
oil filter/water trap
external de-aerator devices
internal de-aerator devices
de-aerator devices in proximity to a flue terminal
oil lifter
oil leakage/pressure testing
Be able to identify correct oil supply pipe sizing (sub-gravity)






top outlet tanks
mechanical fuel supply methods
suction oil supply system with de-aerator
suction oil supply system with oil lifter
multiple de-aerator installations
anti-syphon valves
Be able to identify correct oil supply pipe sizing (sub-gravity)




bottom outlet tanks
gravity fuel supply methods
maximum/minimum head pressure
multiple appliance and/or multiple storage tank installations
Annex 4c
NOS Ref.
Further Guidance
Area of Competence
Oil Storage and Tank Systems Installation Work
Competence requirement
The installer must:
Context/Scope
8
Know the correct procedures for the decommissioning of oil storage
tanks
Know how to safely decommission oil storage
tanks





removal of residual liquid
disposal of residues
isolation of oil storage tank
vapour dispersion
gas freeing/cleaning/inerting
Annex 4c
NOS Ref.
Further Guidance
Annex 5a – Solid fuel (Domestic)
Annex 5a – Common Minimum Technical Competency Requirements for Solid fuel burning appliance
installation (domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
Qualifications/Certification
Experience / Evidence
QCF unit achievement of unit(s):
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
1
J/502/9406 - Understand core solid fuel safety
principles within domestic building services
engineering (Level 3)
and
L/502/9407 - Apply core solid fuel safety within
domestic building services engineering (Level
3)
and
R/502/9408 - Understand the principles of
domestic solid mineral fuel burning appliances
(Level 3)
and
Y/502/9409 - Install, test and commission
domestic solid mineral fuel burning appliances
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
NOTE: the above units are available as a pathway
option in the following QCF diploma qualifications:
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (QCF); and
Level 3 NVQ Diploma in Domestic Heating (QCF)
2
3
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification.
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
4
Qualifications/certification other than above or no
formal Qualification
(The inclusion of this route in this annex is subject
to final agreement)
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
Yes
Yes
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
**Enterprises must demonstrate compliance with the overall business requirements identified in this document and each individual must hold the relevant technical qualification
for the scope for which they have applied. Technical qualifications are those identified in this annex and shall be renewed on a 5 year cycle.
Area of Competence
Solid fuel burning appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
1
Know the health and safety risks and safe
systems of work associated with solid fuel
appliance installation work
2
Know the solid fuel legislation that applies to
work in dwellings
3
Know and be able to identify solid mineral
fuels and the factors affecting fuel selection
Health and safety risks and safe systems of work associated with:

electrocution/electric shock

burns

scalding

a fall from height

personal injury through component/equipment handling

carbon monoxide poisoning
Building Regulations / industry standards guidance/requirements in
relation to:

recommended responsibilities of companies and key personnel
including registration and competence

responsibilities of installers and consumers (private householders
and tenants

importance of following manufacturer instructions

information required within a commissioning record

notification of works requirements

energy efficiency requirements relating to appliances and central
heating controls (new properties and replacement boilers)
Clean Air legislation in relation to:

installation in smoke control areas

smokeless fuels

exempt appliances
Identification of solid mineral fuel types and the suitability of the fuel
to be burnt in selected appliances:

Bituminous (house) coals

Bituminous coal briquettes

Natural smokeless fuels

Manufactured smokeless fuels
Define the factors which affect the selection of solid fuels:

Customer needs/preference

Appliance type

Fuel storage requirements

Smoke control legislation
Annex 5A
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
4
Know the basic operating principles of solid
fuel appliances
5
Know the factors which affect the selection of
solid fuel appliances and be able to identify
appliances and determine minimum operating
efficiencies
Know solid fuel appliance types and the purpose of their component
parts:

Open fires (dry inset, dry freestanding, dry convector, with
underfloor air supply, with hot water only boiler, with high output
back boiler)

Roomheaters and stoves (dry inset, dry freestanding, with integral
boiler, automatic feed type)

Cookers (cooking only, with hot water only boiler, with high
output boiler)

Independent boilers (batch fed, gravity fed, automatic feed)

Efficiency requirements

Calculate the size of replacement boilers using the whole house
boiler sizing method

Smoke control legislation (restricted fuels, use of exempted
appliances)

Fuel storage requirements for solid mineral fuels

Provision of suitable flueing arrangements

Restrictions placed on boilers installed in certain rooms
(bathrooms, shower rooms, understairs cupboards, loft spaces,
garages, externally sited appliances)

Proximity of combustible materials to the appliance

Building layout, space and fuel storage

Suitability of heating system

Loadings placed on the appliance

Environmental impact

Name the type of solid fuel appliance to be installed

Determine the minimum appliance efficiency and confirm their
compliance with statutory requirements
Annex 5A
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
6
Know the combustion process and the
principles of safe combustion of solid fuels
7
Know the ventilation requirements and be
able to select and install ventilation for solid
fuel appliances in dwellings
Understand the process of combustion as follows:

Solid fuel composition terminology (calorific value, moisture
content, volatile content)

The combustion process (combustion equation, air requirements
including excess air, optimum combustion temperature, impact of
fuel size, main constituents of complete combustion, soot)

Incomplete combustion (inadequate air supply, incorrect fuel,
inadequate flue/chimney performance, carbon monoxide as a
possible by-product of incomplete combustion)

The effects of carbon monoxide (effects of exposure, symptoms of
CO poisoning, appropriate advice to those describing symptoms)

Measures to avoid exposure to CO (correct appliance installation
and maintenance, understanding selection and use CO detectors)

Use of CO analysers for measuring CO in ambient air (test
procedure, response based on levels of CO)
Understand and satisfy ventilation requirements as follows:

Calculate ventilation requirements for open flued solid fuel
appliances (for single appliances and for multiple appliances in the
same space including those burning other fuels)

Identify the types of grilles and vents available (types, restrictions
on the use of flyscreens, sizing and free area availability)

Determine by measurement and calculation the free area of
marked and unmarked grilles and vents

Suitability of grilles and vents (restrictions on locations,
installation through walls including cavity walls, ventilation paths
via other rooms)

Siting of ventilation (walls, windows, floors, ceilings, ducting)

Correct installation (flyscreen fitting and size, fixing arrangements

The effect of other heat producing appliances and extractor fans
on the requirement for ventilation (appliances and flue systems,
passive stacks, extractor fans, cooker hoods, tumble driers)
Annex 5A
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
8
Understand chimney and flue requirements and be able to confirm
suitability as follows:

Principles (clearing the products of combustion, inducing
combustion air to appliances, effect of height on performance)

Types and layout (brick/masonry, pre-cast flue blocks, metal single
and double wall, flexible liners)

Requirements of designer, builder provider or installer when
installing chimneys

Combustible materials (distance requirements, special
requirements, methods of preventing contact with internal metal
flue pipes)

Fire stopping requirements when passing through compartments

Connection of the appliance to the flue system (chimney gathers
canopies and throats for open fires, connection of flues and flue
pipes to freestanding appliances, connections of inset room
heaters)

Use of flue draught stabilisers

Use of chimney fans (requirements, installation and safety)
Understand and be able to verify the requirements for new and
existing chimney/flue installations:

Minimum cross sectional area

Insulation requirements

Bends, offsets and changes of direction

Flue liner types (concrete poured/pumped, precast, flexible,
jointing methods/materials)

Temperature effects and condensation

Flexible liners (sealing and support, components, termination)

Metallic rigid systems (support, jointing, use external to the
building)

Access for cleaning
Know the standards and be able to check the
suitability of chimneys and flue systems
Annex 5A
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (domestic)
Competence requirement
The installer must:
Know the standards and be able to check the
suitability of chimneys and flue systems
(continued)
9
Know and be able to test chimneys and flue
systems for suitability or fault diagnosis
Context/Scope
Requirements for the termination of flue systems

Low level open flues

Open flue terminal positions on roof surfaces including those
easily ignited

Dealing with down draught on steeply pitched roofs

Chimney pots and cowls
Know the methods for testing and diagnosing problems, be able to
perform suitable tests and identify rectifying actions:

Understand the range of faults and potential solutions (high
pressure zones, insufficient flue draught, no or limited chimney
updraught, chimney down-draughting, wind effects at
termination, passive stack ventilation, extractor fans in the vicinity
of open flued appliances)

Sweeping prior to installation

Visual inspection to confirm suitability prior to testing or
commissioning

Circumstances in which CCTV inspection may be required

Testing open flues (coring ball tests, smoke tests, tests where an
extract fan is in the vicinity)

Flue flow tests (correctly and incorrectly operating flues)

Spillage tests of open flued appliances (correctly and incorrectly
operating appliances)

Appliance air leakage tests to closed appliances

Taking flue draught readings and adjusting appliance air control
devices

Use of combustion analysis equipment to commission selected
solid fuel appliances
Annex 5A
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
10
Know the requirements and be able to check
the suitability of hearths and fire surrounds
11
Know how to identify and be able to correctly
respond to unsafe solid fuel situations
12
Know the installation requirements and be
able to install solid mineral fuel appliances
Specify requirements and confirm the suitability of hearths and fire
surrounds as follows:

Requirements for the provision of hearths for appliances with
base temperatures above or below 100°C

Constructional features where the base temperature is above
100°C (constructional and superimposed hearth dimensions,
proximity of appliances on hearths to combustible materials)

Methods of forming recessed fireplace openings

Methods of installing fireplace surrounds and suitability of
surround material

Requirements for the provision of a flue/ hearth dataplate

Perform safety checks and complete report forms/certificates
(installation and service)

Inspect and apply unsafe situations procedures

Label systems, appliances and components as appropriate (‘do
not use’ notices, labels, warning notice forms)

Isolate appliances as appropriate
Pre-installation inspection:

Appliance location

Hearth provision

Flueing arrangements and termination

Appliance ventilation provision

Fuel supply arrangements

Heating / hot water provision

Electrical connection arrangements
Position, fix and connect appliances to manufacturer requirements:

Assemble and position appliance

Installation of, or connection to the flue system

Make / assemble fuel storage arrangements

Make connections to heating / hot water systems

Make final electrical connections to central heating controls
Annex 5A
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
13

Know the commissioning requirements of solid
mineral fuel appliances



14
Know how to appropriately handover an
installed solid mineral fuel appliance




Visual inspection to confirm readiness for commissioning (fuel
storage provision, correct fuel, air supply for combustion and
ventilation, flue system, appliance position and assembly of
component parts, water connections, electrical connections)
Pre-light up (flue flow test where required)
Initial light up (lighting, appliance air leakage test, correct
operation of burner safety controls, flue draught, flue spillage,
flue draught interference test if required)
Operational tests (determine combustion efficiency, adjustment
of burning rate, correct operation of temperature controls, central
heating and hot water systems functioning correctly)
Completion of a commissioning report
Ensure customer left with suitable operating instructions and
demonstrate use of the appliance and controls on handover
Ensure customer aware of recommended service intervals
Ensure customer aware of maintenance requirements
(cleaning system components, checking for blockages
Annex 5A
NOS
Ref.
Further Guidance
Annex 5a - Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Reference Documents for Solid fuel burning appliance installation (domestic)
Insert details or state that no specific documents are required if this applies.
Annex 5b – Solid fuel (Non-domestic)
Annex 5b – Common Minimum Technical Competency Requirements for Solid fuel burning appliance
installation (non-domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
Qualifications/Certification
Experience / Evidence
To be agreed
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
1
2
3
4
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification.
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
(The inclusion of this route in this annex is subject
to final agreement)
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
**Enterprises must demonstrate compliance with the overall business requirements identified in this document and each individual must hold the relevant technical qualification
for the scope for which they have applied. Technical qualifications are those identified in this annex and shall be renewed on a 5 year cycle.
Area of Competence
Solid fuel burning appliance installation (non-domestic)
Competence requirement
The installer must:
Context/Scope
1
Know the health and safety risks and safe
systems of work associated with solid fuel
appliance installation work
2
Know the appropriate items of legislation that
applies to solid fuel systems in industrial and
commercial situations
3
Know the differences between the types of
solid fuels and the factors affecting fuel
selection
Health and safety risks and safe systems of work associated with:

electrocution/electric shock

burns

scalding

a fall from height

personal injury through component/equipment handling

boiler house management systems and procedures

confined spaces work (fuel stores or combustion chambers)

carbon monoxide poisoning
Building Regulations / industry standards guidance/requirements in
relation to:

recommended responsibilities of companies and key personnel
including registration and competence

responsibilities of installers and consumers (industrial and
commercial consumers, multi-dwelling building users including
private householders and tenants)

importance of following manufacturer instructions

information required within a commissioning record

notification of works requirements

Clean Air Act requirements

energy efficiency requirements relating to appliances and central
heating controls (new properties and replacement boilers)
Identification of solid mineral fuel types and the suitability of the fuel
to be burnt in industrial and commercial appliances:

Pulverised / milled dust

Chipped coal
Define the factors which affect the selection of fuels:

Client preference

Appliance type

Fuel storage requirements

Environmental considerations

Smoke control legislation
Annex 5B
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (non-domestic)
Competence requirement
The installer must:
Context/Scope
4
Know the basic operating principles of solid
fuel appliances
5
Know the factors which affect the selection of
solid fuel appliances
6
Know the combustion process and the
principles of safe combustion of solid fuels
Solid fuel independent boilers:

Batch fed appliances (log boilers)

Gravity fed appliances

Automatic feed type, e.g. pellet burners

Minimum appliance efficiency requirements laid down by
statutory legislation

Impact of smoke control legislation on the selection of appliances
(restricted fuel types, exempted appliances)

Fuel storage requirements
Understand the process of combustion as follows:

Solid fuel composition terminology (calorific value, moisture
content, volatile content)

The combustion process (combustion equation, air requirements
including excess air, optimum combustion temperature, impact of
fuel size, main constituents of complete combustion, soot)

Incomplete combustion (inadequate air supply, incorrect fuel,
inadequate flue/chimney performance, carbon monoxide as a
possible by-product of incomplete combustion)

The effects of carbon monoxide (effects of exposure, symptoms of
CO poisoning, appropriate advice to those describing symptoms)

Measures to avoid exposure to CO (correct appliance installation
and maintenance, understanding selection and use CO detectors)

Use of CO analysers for measuring CO in ambient air (test
procedure, response based on levels of CO)
Annex 5B
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (non-domestic)
Competence requirement
The installer must:
Context/Scope
7
Know the ventilation requirements for solid
fuel systems in industrial and commercial
situations
8
Know the types of chimneys and flue
arrangements used for solid fuel systems in
industrial and commercial situations
Understand and satisfy ventilation requirements as follows:

Calculate ventilation requirements for open flued solid fuel
appliances

Identify the types of grilles and vents available (types, sizing)

Determine by measurement and calculation the free area of
marked and unmarked grilles and vents

Suitability of grilles and vents (restrictions on locations,
installation through walls including cavity walls, ventilation paths
via other rooms)

Siting of ventilation (walls, ducts)

The effect of other heat producing appliances and extractor fans
on the requirement for ventilation (appliances and flue systems,
passive stacks)
Understand chimney and flue requirements and arrangements as
follows:

Principles (clearing the products of combustion, inducing
combustion air to appliances, effect of height on performance)

Types and layout (brick/masonry, pre-cast flue blocks, metal single
and double wall, flexible liners)

Requirements of designer, builder provider or installer when
installing chimneys

Combustible materials (distance requirements, special
requirements, methods of preventing contact with internal metal
flue pipes)

Fire stopping requirements when passing through compartments

Temperature effects and condensation problems caused by flue
pipe runs

Chimney systems (open flue or room sealed)

Use of flue draught stabilisers with open flued appliances

Use of chimney fans (requirements, installation and safety)
Annex 5B
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (non-domestic)
Competence requirement
The installer must:
Know the types of chimneys and flue
arrangements used for solid fuel systems in
industrial and commercial situations
(continued)
9
Know how to identify and be able to correctly
respond to unsafe solid fuel situations in
industrial and commercial situations
Context/Scope
Understand the requirements for new and existing chimney/flue
installations:

Minimum cross sectional area

Insulation requirements

Bends, offsets and changes of direction

Flue liner types (concrete poured/pumped, precast, flexible,
jointing methods/materials)

Flexible liners (sealing and support, components, termination)

Metallic rigid systems (support, jointing, use external to the
building)

Access for cleaning
Requirements for the termination of flue systems

Low level open flues

Open flue terminal positions on roof surfaces including those
easily ignited

Dealing with down draught on steeply pitched roofs

Chimney pots and cowls

Types of immediate risk, safety and environmental (actions to
take, notices and labels, warning notice forms)

Types of potential risk, safety and environmental (actions to take,
warning notices)

Substandard installation

RIDDOR situations

Use of general notices and warning labels to avoid the occurrence
of unsafe situations

Use of commissioning certificates and service certificates to help
avoid the occurrence of unsafe situations
Annex 5B
NOS
Ref.
Further Guidance
Area of Competence
Solid fuel burning appliance installation (non-domestic)
Competence requirement
The installer must:
Context/Scope
12
Know the installation requirements and be
able to install solid mineral fuel appliances in
industrial and commercial situations
13
Know the commissioning requirements of solid
mineral fuel appliances
14
Know how to appropriately handover an
installed solid mineral fuel appliance
Pre-installation inspection:

Appliance location

Flueing arrangements and termination

Appliance ventilation provision

Fuel supply arrangements

Heating / hot water systems

Electrical connection arrangements

Integration with other building systems
Position, fix and connect appliances to manufacturer requirements:

Assemble and position appliance

Installation of, or connection to the flue system

Make / assemble fuel storage arrangements

Assemble / connect the fuel delivery system

Make connections to heating / hot water systems

Make final electrical connections to central heating controls

Ensure integration with other building systems

Visual inspection to confirm readiness for commissioning (fuel
storage provision, correct fuel, air supply for combustion and
ventilation, flue system, appliance position and assembly of
component parts, water connections, electrical connections,
controls)

Pre-light up

Initial light up (lighting, appliance air leakage test, correct
operation of burner safety controls, flue draught, flue spillage,
flue draught interference test if required)

Operational tests (determine combustion efficiency, adjustment
of burning rate, correct operation of temperature controls,
heating and hot water systems functioning correctly, checking of
any system alarms or integrated building controls)

Completion of a commissioning report

Ensure customer left with suitable operating instructions and
demonstrate use of the appliance and controls on handover

Ensure customer aware of recommended service intervals

Ensure customer aware of maintenance requirements (cleaning
system components, checking for blockages
Annex 5B
NOS
Ref.
Further Guidance
Annex 5b - Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Reference Documents for Solid fuel burning appliance installation
(non-domestic)
Insert details or state that no specific documents are required if this applies.
Annex 5c – Biomass (Domestic)
Annex 5c - Common Minimum Technical Competency Requirements for
Biomass Combustion Appliance Installation (domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
Qualifications/Certification
Experience / Evidence
QCF unit achievement of unit(s):
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
1
J/502/9406 - Understand core solid fuel safety
principles within domestic building services
engineering (Level 3)
and
L/502/9407 - Apply core solid fuel safety within
domestic building services engineering (Level
3)
and
R/502/9411 - Understand the installation and
commissioning principles of biomass fuel
burning appliances (Level 3)
and
K/502/9415 - Install, test and commission
domestic biomass fuel burning appliances
(Level 3)
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
NOTE: the above units are available as a pathway
option in the following QCF diploma qualifications:
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (QCF); and
Level 3 NVQ Diploma in Domestic Heating (QCF)
2
3
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification.
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
4
Qualifications/certification other than above or no
formal Qualification
(The inclusion of this route in this annex is subject
to final agreement)
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
Yes
Yes
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
**Enterprises must demonstrate compliance with the overall business requirements identified in this document and each individual must hold the relevant technical qualification
for the scope for which they have applied. Technical qualifications are those identified in this annex and shall be renewed on a 5 year cycle.
Area of Competence
Biomass combustion appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
1
Know the health and safety risks and safe
systems of work associated with biomass
combustion appliance installation work
2
Know the solid fuel legislation that applies to
work in dwellings
3
Know and be able to identify biomass fuels
and the factors affecting fuel selection
Health and safety risks and safe systems of work associated with:

electrocution/electric shock

burns

scalding

a fall from height

personal injury through component/equipment handling

carbon monoxide poisoning
Building Regulations / industry standards guidance/requirements in
relation to:

recommended responsibilities of companies and key personnel
including registration and competence

responsibilities of installers and consumers (private householders
and tenants

importance of following manufacturer instructions

information required within a commissioning record

notification of works requirements

energy efficiency requirements relating to appliances and central
heating controls (new properties and replacement boilers)
Clean Air legislation in relation to:

installation in smoke control areas

exempt appliances
Identification of biomass fuel types, the definition of the term
‘sustainable sources’ and the suitability of the fuel to be burnt in
selected appliances:

wood logs

wood chips

wood briquettes

wood pellets
Define the factors which affect the selection of solid biomass fuels:

Customer needs/preference

Appliance type

Fuel storage requirements

Smoke control legislation
Annex 5C
NOS
Ref.
Further Guidance
Area of Competence
Biomass combustion appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
4
Know the basic operating principles of biomass
combustion appliances
5
Know the factors which affect the selection of
biomass combustion appliances and be able to
identify appliances and determine minimum
operating efficiencies
Know biomass combustion appliance types and the purpose of their
component parts:

Log burner (batch fed stoves, batch fed boilers)

Wood pellet burner (automatic stoves, automatic boilers)

Log burner components (fuel store, heat exchanger, cleaning
mechanism, ash removal, fire bed, combustion chamber,
primary/secondary air control, air supply fan, flue gas exhaust
control, flue gas temperature sensor, lambda sensor, combustion
controller)

Wood pellet burner components (fuel store, fuel supply system
including suction or drive feed systems, heat exchanger, cleaning
mechanism, ignition system, ash removal, combustion air fan, flue
gas temperature sensor, lambda sensor, combustion controller)

Efficiency requirements

Calculate the size of replacement boilers using the whole house
boiler sizing method

Smoke control legislation (use of exempted appliances)

Fuel storage requirements for wood (storage during seasoning of
hardwood and softwood logs, storage of fuel ready for burning as
appropriate for logs, chips, briquettes or pellets)

Provision of suitable flueing arrangements

Restrictions placed on boilers installed in certain rooms
(bathrooms, shower rooms, understairs cupboards, loft spaces,
garages, externally sited appliances)

Proximity of combustible materials to the appliance

Building layout, space and fuel storage

Suitability of heating system (underfloor systems, use of
accumulators)

Loadings placed on the appliance

Environmental impact

Name the type of biomass combustion appliance to be installed

Determine the minimum appliance efficiency and confirm their
compliance with statutory requirements
Annex 5C
NOS
Ref.
Further Guidance
Area of Competence
Biomass combustion appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
6
Know the combustion process and the
principles of safe combustion of solid biomass
fuels
7
Know the ventilation requirements and be
able to select and install ventilation for
biomass combustion appliances in dwellings
Understand the process of combustion as follows:

Solid biomass fuel composition terminology (calorific value,
moisture content, volatile content)

The combustion process (combustion equation, air requirements
including excess air, optimum combustion temperature, impact of
fuel size, main constituents of complete combustion, soot)

Incomplete combustion (inadequate air supply, incorrect fuel,
inadequate flue/chimney performance, carbon monoxide as a
possible by-product of incomplete combustion)

The effects of carbon monoxide (effects of exposure, symptoms of
CO poisoning, appropriate advice to those describing symptoms)

Measures to avoid exposure to CO (correct appliance installation
and maintenance, understanding selection and use CO detectors)

Use of CO analysers for measuring CO in ambient air (test
procedure, response based on levels of CO)
Understand and satisfy ventilation requirements as follows:

Calculate ventilation requirements for biomass combustion
appliances (for single appliances and for multiple appliances in the
same space including those burning other fuels)

Identify the types of grilles and vents available (types, restrictions
on the use of flyscreens, sizing and free area availability)

Determine by measurement and calculation the free area of
marked and unmarked grilles and vents

Suitability of grilles and vents (restrictions on locations,
installation through walls including cavity walls, ventilation paths
via other rooms)

Siting of ventilation (walls, windows, floors, ceilings, ducting)

Correct installation (flyscreen fitting and size, fixing arrangements

The effect of other heat producing appliances and extractor fans
on the requirement for ventilation (appliances and flue systems,
passive stacks, extractor fans, cooker hoods, tumble driers)
Annex 5C
NOS
Ref.
Further Guidance
Area of Competence
Biomass combustion appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
8
Understand chimney and flue requirements and be able to confirm
suitability as follows:

Principles (clearing the products of combustion, inducing
combustion air to appliances, effect of height on performance)

Types and layout (brick/masonry, pre-cast flue blocks, metal single
and double wall, flexible liners)

Requirements of designer, builder provider or installer when
installing chimneys

Combustible materials (distance requirements, special
requirements, methods of preventing contact with internal metal
flue pipes)

Fire stopping requirements when passing through compartments

Connection of the appliance to the flue system (chimney gathers
canopies and throats for open fires, connection of flues and flue
pipes to freestanding appliances, connections of inset room
heaters)

Use of flue draught stabilisers

Use of chimney fans (requirements, installation and safety)
Understand and be able to verify the requirements for new and
existing chimney/flue installations:

Minimum cross sectional area

Insulation requirements

Bends, offsets and changes of direction

Flue liner types (concrete poured/pumped, precast, flexible,
jointing methods/materials)

Temperature effects and condensation

Flexible liners (sealing and support, components, termination)

Metallic rigid systems (support, jointing, use external to the
building)

Access for cleaning
Know the standards and be able to check the
suitability of chimneys and flue systems
Annex 5C
NOS
Ref.
Further Guidance
Area of Competence
Biomass combustion appliance installation (domestic)
Competence requirement
The installer must:
Know the standards and be able to check the
suitability of chimneys and flue systems
(continued)
9
Know and be able to test chimneys and flue
systems for suitability or fault diagnosis
Context/Scope
Requirements for the termination of flue systems

Low level open flues

Open flue terminal positions on roof surfaces including those
easily ignited

Dealing with down draught on steeply pitched roofs

Chimney pots and cowls
Know the methods for testing and diagnosing problems, be able to
perform suitable tests and identify rectifying actions:

Understand the range of faults and potential solutions (high
pressure zones, insufficient flue draught, no or limited chimney
updraught, chimney down-draughting, wind effects at
termination, passive stack ventilation, extractor fans in the vicinity
of open flued appliances)

Sweeping prior to installation

Visual inspection to confirm suitability prior to testing or
commissioning

Circumstances in which CCTV inspection may be required

Testing open flues (coring ball tests, smoke tests, tests where an
extract fan is in the vicinity)

Flue flow tests (correctly and incorrectly operating flues)

Spillage tests of open flued appliances (correctly and incorrectly
operating appliances)

Appliance air leakage tests to closed appliances

Taking flue draught readings and adjusting appliance air control
devices

Use of combustion analysis equipment to commission selected
biomass combustion appliances
Annex 5C
NOS
Ref.
Further Guidance
Area of Competence
Biomass combustion appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
10
Know the requirements and be able to check
the suitability of hearths and fire surrounds
11
Know how to identify and be able to correctly
respond to unsafe solid biomass fuel situations
12
Know the installation requirements and be
able to install biomass combustion appliances
Specify requirements and confirm the suitability of hearths and fire
surrounds as follows:

Requirements for the provision of hearths for appliances with
base temperatures above or below 100°C

Constructional features where the base temperature is above
100°C (constructional and superimposed hearth dimensions,
proximity of appliances on hearths to combustible materials)

Methods of forming recessed fireplace openings

Methods of installing fireplace surrounds and suitability of
surround material

Requirements for the provision of a flue/ hearth dataplate

Perform safety checks and complete report forms/certificates
(installation and service)

Inspect and apply unsafe situations procedures

Label systems, appliances and components as appropriate (‘do
not use’ notices, labels, warning notice forms)

Isolate appliances as appropriate
Pre-installation inspection:

Appliance location

Hearth provision

Flueing arrangements and termination

Appliance ventilation provision

Fuel supply arrangements

Heating / hot water provision

Electrical connection arrangements
Position, fix and connect appliances to manufacturer requirements:

Assemble and position appliance

Installation of, or connection to the flue system

Make / assemble fuel storage arrangements

Assemble the fuel delivery system

Make connections to heating / hot water systems

Make final electrical connections to central heating controls
Annex 5C
NOS
Ref.
Further Guidance
Area of Competence
Biomass combustion appliance installation (domestic)
Competence requirement
The installer must:
Context/Scope
13

Know the commissioning requirements of
biomass combustion appliances



14
Know how to appropriately handover an
installed biomass combustion appliance




Visual inspection to confirm readiness for commissioning (fuel
storage provision, fuel supply system, correct fuel, air supply for
combustion and ventilation, flue system, appliance position and
assembly of component parts, water connections, electrical
connections, ignition and cleaning mechanisms)
Pre-light up (flue flow test where required)
Initial light up (initial function of appliance burner, correct
operation of burner safety controls, flue draught, flue spillage,
flue draught interference test if required)
Operational tests (determine combustion efficiency, adjustment
of burning rate, correct operation of temperature controls, central
heating and hot water systems functioning correctly)
Completion of a commissioning report
Ensure customer left with suitable operating instructions and
demonstrate use of the appliance and controls on handover
Ensure customer aware of recommended service intervals
Ensure customer aware of maintenance requirements
(cleaning system components, checking for blockages
Annex 5C
NOS
Ref.
Further Guidance
Annex 5c - Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Reference Documents for Solid fuel burning appliance installation (domestic)
Insert details or state that no specific documents are required if this applies.
Annex 5d – Biomass (Non-domestic)
Annex 5d - Common Minimum Technical Competency Requirements for
Biomass Combustion Appliance Installation (Non-domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
Qualifications/Certification
Experience / Evidence
Currently under consideration
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
1
2
3
4
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification.
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
(The inclusion of this route in this annex is subject
to final agreement)
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex**
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
**Enterprises must demonstrate compliance with the overall business requirements identified in this document and each individual must hold the relevant technical qualification
for the scope for which they have applied. Technical qualifications are those identified in this annex and shall be renewed on a 5 year cycle.
Area of Competence
Biomass combustion appliance installation (non-domestic)
Competence requirement
The installer must:
Context/Scope
1
Know the health and safety risks and safe
systems of work associated with solid fuel
appliance installation work
2
Know the appropriate items of legislation that
applies to biomass combustion systems in
industrial and commercial situations
3
Know the differences between the types of
solid biomass fuels and the factors affecting
fuel selection
Health and safety risks and safe systems of work associated with:

electrocution/electric shock

burns

scalding

a fall from height

personal injury through component/equipment handling

boiler house management systems and procedures

confined spaces work (fuel stores or combustion chambers)

carbon monoxide poisoning
Building Regulations / industry standards guidance/requirements in
relation to:

recommended responsibilities of companies and key personnel
including registration and competence

responsibilities of installers and consumers (industrial and
commercial consumers, multi-dwelling building users including
private householders and tenants)

importance of following manufacturer instructions

information required within a commissioning record

notification of works requirements

Clean Air Act requirements

energy efficiency requirements relating to appliances and central
heating controls (new properties and replacement boilers)
Identification of biomass fuel types, the definition of the term
‘sustainable sources’ and the suitability of the fuel to be burnt in
industrial and commercial appliances:

Wood logs

Wood chips

Wood pellets
Define the factors which affect the selection of fuels:

Client preference

Appliance type

Fuel storage requirements

Environmental considerations

Smoke control legislation
Area of Competence
Annex 5D
NOS
Ref.
Further Guidance
Biomass combustion appliance installation (non-domestic)
Competence requirement
The installer must:
Context/Scope
4
Biomass fuelled independent boilers:

Batch fed appliances (log boilers)

Gravity fed appliances
Know the basic operating principles of biomass
combustion appliances
Annex 5D
NOS
Ref.
Further Guidance
5
Know the factors which affect the selection of
biomass combustion appliances
6
Know the combustion process and the
principles of safe combustion of solid biomass
fuels


Automatic feed type, e.g. pellet burners
Minimum appliance efficiency requirements laid down by
statutory legislation

Impact of smoke control legislation on the selection of appliances
(restricted fuel types, exempted appliances)

Fuel storage requirements
Understand the process of combustion as follows:

Solid biomass fuel composition terminology (calorific value,
moisture content, volatile content)

The combustion process (combustion equation, air requirements
including excess air, optimum combustion temperature, impact of
fuel size, main constituents of complete combustion, soot)

Incomplete combustion (inadequate air supply, incorrect fuel,
inadequate flue/chimney performance, carbon monoxide as a
possible by-product of incomplete combustion)

The effects of carbon monoxide (effects of exposure, symptoms of
CO poisoning, appropriate advice to those describing symptoms)

Measures to avoid exposure to CO (correct appliance installation
and maintenance, understanding selection and use CO detectors)

Use of CO analysers for measuring CO in ambient air (test
procedure, response based on levels of CO)
Area of Competence
Biomass combustion appliance installation (non-domestic)
Competence requirement
The installer must:
Context/Scope
7
Know the ventilation requirements for
biomass combustion systems in industrial and
commercial situations
8
Know the types of chimneys and flue
arrangements used for biomass combustion
systems in industrial and commercial
situations
Understand and satisfy ventilation requirements as follows:

Calculate ventilation requirements for open flued biomass
appliances

Identify the types of grilles and vents available (types, sizing)

Determine by measurement and calculation the free area of
marked and unmarked grilles and vents

Suitability of grilles and vents (restrictions on locations,
installation through walls including cavity walls, ventilation paths
via other rooms)

Siting of ventilation (walls, ducts)

The effect of other heat producing appliances and extractor fans
on the requirement for ventilation (appliances and flue systems,
passive stacks)
Understand chimney and flue requirements and arrangements as
follows:

Principles (clearing the products of combustion, inducing
combustion air to appliances, effect of height on performance)

Types and layout (brick/masonry, pre-cast flue blocks, metal single
and double wall, flexible liners)

Requirements of designer, builder provider or installer when
installing chimneys

Combustible materials (distance requirements, special
requirements, methods of preventing contact with internal metal
flue pipes)

Fire stopping requirements when passing through compartments

Temperature effects and condensation problems caused by flue
pipe runs

Chimney systems (open flue or room sealed)

Use of flue draught stabilisers with open flued appliances

Use of chimney fans (requirements, installation and safety)
Annex 5D
NOS
Ref.
Further Guidance
Area of Competence
Biomass combustion appliance installation (non-domestic)
Competence requirement
The installer must:
Know the types of chimneys and flue
arrangements used for biomass combustion
systems in industrial and commercial
situations (continued)
9
Know how to identify and be able to correctly
respond to unsafe biomass combustion
situations in industrial and commercial
situations
Context/Scope
Understand the requirements for new and existing chimney/flue
installations:

Minimum cross sectional area

Insulation requirements

Bends, offsets and changes of direction

Flue liner types (concrete poured/pumped, precast, flexible,
jointing methods/materials)

Flexible liners (sealing and support, components, termination)

Metallic rigid systems (support, jointing, use external to the
building)

Access for cleaning
Requirements for the termination of flue systems

Low level open flues

Open flue terminal positions on roof surfaces including those
easily ignited

Dealing with down draught on steeply pitched roofs

Chimney pots and cowls

Types of immediate risk, safety and environmental (actions to
take, notices and labels, warning notice forms)

Types of potential risk, safety and environmental (actions to take,
warning notices)

Substandard installation

RIDDOR situations

Use of general notices and warning labels to avoid the occurrence
of unsafe situations

Use of commissioning certificates and service certificates to help
avoid the occurrence of unsafe situations
Annex 5D
NOS
Ref.
Further Guidance
Area of Competence
Biomass combustion appliance installation (non-domestic)
Competence requirement
The installer must:
Context/Scope
12
Know the installation requirements and be
able to install biomass combustion appliances
in industrial and commercial situations
13
Know the commissioning requirements of
biomass combustion appliances
14
Know how to appropriately handover an
installed biomass combustion appliance
Pre-installation inspection:

Appliance location

Flueing arrangements and termination

Appliance ventilation provision

Fuel supply arrangements

Heating / hot water systems

Electrical connection arrangements

Integration with other building systems
Position, fix and connect appliances to manufacturer requirements:

Assemble and position appliance

Installation of, or connection to the flue system

Make / assemble fuel storage arrangements

Assemble / connect the fuel delivery system

Make connections to heating / hot water systems

Make final electrical connections to central heating controls

Ensure integration with other building systems

Visual inspection to confirm readiness for commissioning (fuel
storage provision, correct fuel, air supply for combustion and
ventilation, flue system, appliance position and assembly of
component parts, water connections, electrical connections,
controls)

Pre-light up

Initial light up (lighting, appliance air leakage test, correct
operation of burner safety controls, flue draught, flue spillage,
flue draught interference test if required)

Operational tests (determine combustion efficiency, adjustment
of burning rate, correct operation of temperature controls,
heating and hot water systems functioning correctly, checking of
any system alarms or integrated building controls)

Completion of a commissioning report

Ensure customer left with suitable operating instructions and
demonstrate use of the appliance and controls on handover

Ensure customer aware of recommended service intervals

Ensure customer aware of maintenance requirements (cleaning
system components, checking for blockages
Annex 5D
NOS
Ref.
Further Guidance
Annex 6 – Backflow prevention
Annex 6a – Common Minimum Technical Competency Requirements for Backflow Protection in
Plumbing and Heating Systems Installation Work
Routes to demonstrating required competence
Route
1a
1b
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (QCF); or
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (Gas Fired Water & Central Heating
Appliances) (QCF); or
SVQ Level 3 in Plumbing; or
Water Supply (Water Fittings) Regulations 1999
Certification (supported or approved by WRAS)
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Achievement of QCF unit(s):
K/502/8930 - Understand and apply domestic
cold water system installation, commissioning,
service and maintenance techniques; or
Achievement of SCQF unit(s):
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
Yes
Yes
F9H5 04 - Install and Commission Hot and Cold
Water Systems
2
3
4
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications other than above or no formal
Qualification
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Backflow Protection in Plumbing and Heating Systems Installation Work
Competence requirement
The installer must:
Context/Scope
1
Know the factors that can lead to backflow in plumbing and heating
systems
Know the requirements for backflow
protection in plumbing and heating systems
Installation work
Know the standard backflow prevention devices that are used in in
plumbing and heating systems supplying water to:














baths
WCs
over the rim bidets
wash hand basins
sinks
mixer taps
outside taps
shower mixer valves/ instantaneous showers
refrigerators, washing machines and dishwashers
Industrial and commercial appliances
Hospital sanitary appliances
Appliances for the disabled
Sealed heating systems in domestic premises
Sealed heating systems in domestic non-premises
Know the five fluid risk levels as laid down in water legislation
Know the terminology used when selecting and applying backflow
prevention devices:


point of use protection
whole site or zone protection
Annex 6
NOS
Ref.
Further Guidance
Area of Competence
Backflow Protection in Plumbing and Heating Systems Installation
Competence requirement
The installer must:
Context/Scope
1
Know the installation situations in which non-mechanical backflow
prevention devices may be used:
Know the requirements for backflow
protection in plumbing and heating systems
Installation work (continued)








Type AA – air gap with unrestricted discharge above spill over level
Type AB – air gap with weir overflow
Type AD – air gap with injector
Type AG – air gap with minimum size circular overflow
Type AUK1 – air gap with interposed cistern
Type AUK2 – air gaps for taps and combination taps
Type AUK3 - air gaps for taps and combination taps
Type DC pipe interrupter with permanent atmospheric vent
Know the installation situations in which mechanical backflow
prevention devices may be used:








Type BA – reduced pressure zone valve
Type CA – non verifiable disconnector
Type DB – pipe interrupter with permanent atmospheric vent and
moving element
Type EA/EB – single check valves
Type EC/ED – double check valves
Type HA – hose union backflow preventer
Type HUK1 – hose union tap with double check valves
Type HC – diverter with automatic return
Know the methods of preventing cross connection in systems that
contain non-wholesome water sources
Know the use of components in cold water and hot water systems to
overcome temperature and pressure effects caused by the installation
of backflow prevention devices
Annex 6
NOS
Ref.
Further Guidance
Annex 6 - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Technical Reference Documents for Backflow Protection in Plumbing and
Heating Systems Installation Work
WRAS Water Regulations Guide
Annex 7a - Cold Water Systems (Domestic)
Annex 7a – Common Minimum Technical Competency Requirements for Cold Water Systems
(Domestic)
Routes to demonstrating required competence
Route
1a
Inspection / Assessment
Qualifications/Certification
Experience / Evidence
QCF Level 3 NVQ Diploma in Domestic Plumbing
and Heating; or
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
On –Site
Off-Site
Yes
No
Achievement of QCF unit(s):
K/502/8930 - Understand and apply domestic cold
water system installation, commissioning, service
and maintenance techniques
Yes
No
NVQ Level 3 in Plumbing awarded within 5 years of
date of application to join the Competent Person
Scheme
Yes
No
Yes
No
Yes
Yes
QCF Level 3 NVQ Diploma in Domestic Heating
1b
1c
2
3
4
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Context/Scope
1
Know the health and safety risks and safe
systems of work associated with backflow
protection and heating systems installation
work
Health and safety risks and safe systems of work associated with:
Know the main types and uses of water supply



2




electrocution/electric shock
burns
toxic poisoning
personal injury though component/equipment handling
wholesome supply from a water undertaker’s main
wholesome supply from a private source
recycled or harvested water – WC flushing, water for outdoor use,
clothes washing
Know the uses of cold water supplied to dwellings :


3
Know the legislation relating to the installation
and maintenance of cold water supplied for
domestic purposes
wholesome water for domestic purposes - drinking, washing, food
production
recycled or harvested water – WC flushing, water for outdoor use,
clothes washing
Know the sources of information required when undertaking work on
cold water systems:



statutory regulations
industry standards
manufacturer technical instructions
Know the legislation controlling the installation and use of water
systems
 supplied from a water undertaker
 supplied form a private source
Know the notification requirements for work on wholesome and
recycled water systems
 water undertaker
 building control or self-certification
Know installer responsibilities and user responsibilities under water
legislation
Annex 7A
NOS Ref.
Further Guidance
Possible associated additional risks:
SUMEVTS 1
K3
 Working in excavations
 Working in confined spaces
 Refrigerants
Asbestos (retrofit installations)
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of cold water system and their
4
layout requirements
Context/Scope
Know the cold water system pipework features between the water
undertaker’s main and the main internal stop valve in premises:






connection methods to the main
communication pipe
service pipe
main external stop valve and meter housing including surface
mounted meter boxes (Groundbreaker)
depth of external service pipework below ground level
correct methods of entry of the service pipework to a property
Identify types of cold water system from layout diagrams


direct cold water systems
indirect cold water systems
Know the factors which affect the selection of cold water systems for
dwellings


direct cold water system
− supplying a storage cistern
− supplying a combination boiler
indirect cold water system
Know the typical pipe sizes used in cold water systems in dwellings:



supply pipe
distributing pipe
service pipe
Annex 7A
NOS Ref.
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of cold water system and their
5
layout requirements (continued)
Context/Scope
Annex 7A
NOS Ref.
Know the system layout features for protected plastic storage cisterns :
 typical cistern sizes for small dwellings
 warning pipe (overflow) arrangements
 inlet/ outlet position
 position of float operated valve
 position of cistern vent
 position of open vent pipe connection
 requirement for a rigid close fitting lid
 service valve requirements
 cistern base support requirements
Know the methods of linking cold water storage cisterns for use in
dwellings
Know the positioning requirements of components in cold water
systems:
 supply stop valves
 drain valves
 water meters
 water conditioning devices
 service valves
 backflow prevention devices
SUMMES10
K3
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of cold water system and their
6
Context/Scope
Know the working principles of cold water system components:
layout requirements (continued)























7
Know the types of cold water system layout
used with single occupancy dwellings fed by
private water supplies (continued)
stop valves
servicing valves
drain valves
float operated valves
terminal fittings
− pillar taps
− bib taps
− mixer taps
− ceramic disc taps
shower mixer valves
− gravity
− mains fed
water softeners
water filters
water conditioners
water meters
backflow prevention devices
− simple air gap arrangements
− double and single check valves
cold water storage cisterns
combined feed and expansion cisterns
WC/ urinal flushing cisterns
infra-red operated taps
concussive taps
combination bath tap and shower head
flow limiting valves
spray taps
urinal – water conservation controls
shower pumps – single and twin impellor
pressure reducing valves
shock arrestors/mini expansion vessels
Know the methods of providing private water supplies to single
occupancy dwellings:


pumped from wells and boreholes
collected from surface water sources

– streams and springs
use of externally sited break cisterns
Annex 7A
NOS Ref.
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of cold water system layout
8
used with single occupancy dwellings fed by
private water supplies (continued)
Context/Scope
Annex 7A
NOS Ref.
Know the methods of treating water for use in single occupancy
dwellings:


localised water filtration units
localised water treatment units – ultra violet
Know the system layout features for cold water systems fed from
private water supplies:



conventional direct or indirect systems from an incoming supply
boosted (pumped) supply from a well or borehole
boosted (pumped) supply from a low level internal or external
break cistern
Know the method of operation of the components used in a boosted
(pumped) cold water supply system from private sources for single
occupancy dwellings:



9
Know the pipework materials and fittings
required and be able to select the pipework
materials and fittings required to complete
work on cold water systems :
small booster pump sets which incorporate all controls and
components
boosted system with separate controls and components
use of accumulators in increasing system flow rate
Materials and fittings required to complete


external water service pipework
internal water supply pipework
SUMMES7
K10
SUMMES7
P2
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
10
Know the requirements to and be able to
install cold water systems and components
Context/Scope
Annex 7A
NOS Ref.
Know suitable methods of connecting cold water system supply
pipework to incoming service pipework and be able to connect cold
water system supply pipework to incoming service pipework



SUMMES10
K4
medium density polyethylene (MDPE)
copper
lead
Know how to and be able to position, fix and connect new cold water
pipework to outlets:






bath tap or shower mixer valve
wash hand basin tap
sink tap
combination boiler
WC flushing cistern
cold water storage cistern
SUMMES10
K2,3
SUMMES10
P3,4,5,6
Be able to measure and mark out the position of the components to be
installed:



11
Know the inspection and soundness testing
requirements of cold water systems and
components and be able to inspect and
soundness test cold water systems and
components
system pipework
main system components
system controls
SUMMES10
P3
Know the checks to be carried out during a visual inspection of a cold
water system to confirm that it is ready to be filled with water and be
able to carry out a visual inspection of a cold water system to confirm
that it is ready to be filled with water
SUMMES25
K1
Know how to fill cold water pipework with water at normal operating
pressure and check for leakage and be able to Fill cold water pipework
with water at normal operating pressure and check for leakage
SUMMES25
K2
SUMMES25
P1,2
SUMMES25
P2,4
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
12 Know the inspection and soundness testing
requirements of cold water systems and
components and be able to inspect and
soundness test cold water systems and
components (continued)
Annex 7A
Context/Scope
NOS Ref.
Know how to carry out a soundness test to industry requirements on
cold water systems pipework and components and be able to perform
a soundness test to industry requirements on cold water systems
pipework and components:
SUMMES25
K1


metallic pipework systems
plastic pipework systems
Know the flushing procedure for cold water systems and components
and be able to flush the system with wholesome water on completion
of soundness testing
SUMMES25
P3,4
SUMMES25
K1
SUMMES25
P5
Know the actions that must be taken when inspection and testing
reveals defects in cold water systems :



13
Know the commissioning requirements of cold
water systems and components and be able to
commission cold water systems and
components
dealing with systems that do not meet correct installation
requirements
remedial work associated with defective pipework bracketing
remedial work associated with leakage from pipework systems
SUMMES25
K4
Know information sources required to complete commissioning work
on cold water systems
SUMMES25
K1
Know the disinfection procedures for cold water systems and the
circumstances in which disinfection should be applied and be able to
perform a disinfection procedure on a cold water system to industry
requirements
SUMMES25
K4
Be able to use test instruments to take readings of the water supply
pressure and flow rate
SUMMES25
P4
SUMMES25
P2
SUMMES27
P3
Be able to adjust and set controls to achieve system design
requirements:


pressure at outlets
flow rate at outlets
SUMMES27
P4
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
14 Know the commissioning requirements of cold
water systems and components and be able to
commission cold water systems and
components (continued)
Annex 7A
Context/Scope
NOS Ref.
Know the procedure for notifying works carried out to the relevant
authority
SUMMES27,
K6
Know the range of information that would be detailed on a
commissioning record for a cold water system and be able to prepare
commissioning records for completed systems
SUMMES27
K6
Know the points to be covered when handing over a completed system
to the end-user and be able to instruct the customer in the efficient
and effective operation of the system
SUMMES27
P1
SUMMES27
K7
SUMMES27
P5
Know the actions that must be taken when commissioning reveals
defects in cold water systems:



15
Know the decommissioning requirements of
cold water systems and components and be
able to decommission cold water systems and
components
dealing with systems that do not meet correct installation
requirements
micro-biological contamination within a cold water systems
remedial work associated with defective components
SUMMES25
K4
Know the working methods that reduce the time periods during which
cold water systems need to be isolated
SUMMES13,
K1,3
Know the information that needs to be provided to other persons
before decommissioning work takes place
SUMMES13,
K2
Be able to advise appropriate persons before cold water system
components or pipework are isolated in order to undertake work
SUMMES13
P1
Know how to temporarily decommission and able to temporarily
decommission cold water system components and connecting
pipework systems
SUMMES13
K4
Know the work sequences for permanently decommissioning cold
water system components
SUMMES13
K4
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
16 Know the decommissioning requirements of
cold water systems and components and be
able to decommission cold water systems and
components (continued)
Context/Scope
Know the design techniques and be able to
apply the design techniques for cold water
systems
NOS Ref.
Know the methods used during the decommissioning process to
prevent the end-user from operating cold water system components :



isolation of stop/ servicing valves
temporary capping of pipework sections
use of warning notices and signs
Be able to drain and safely dispose of the system contents
17
Annex 7A
SUMMES13
K4
SUMMES13
P3
Be able to take precautions to ensure that the system cannot be
brought back into operation before the decommissioning work is
complete
SUMMES13
P4
Be able to Advise other persons that the system has been successfully
decommissioned
SUMMES13
P3
Be able to check to ensure that the decommissioning procedures
carried out prevent the end-user from operating cold water system
components
SUMMES13
P4
Know the information sources and be able to interpret the information
sources when undertaking design work on cold water systems:




statutory regulations
industry standards
manufacturer technical instructions
verbal and written feedback from the customer
Know how to and be able to take measurements of building features in
order to carry out design calculations:


from plans, drawings and specifications
from site
Know how to and be able to calculate the size of cold water system
components used in single occupancy dwellings:




cistern
pipework
pump (domestic boosted systems)
pressure vessel (domestic boosted systems)
SUMMES8
K3
SUMMES8
K3
SUMMES7
K9
SUMMES8
P7
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
18
Know the design techniques and be able to
apply the design techniques for cold water
systems (continued)
Context/Scope
Annex 7A
NOS Ref.
Know how to and be able to present design calculations in an
acceptable format:


using basic not to scale line drawings
details for insertion into a quotation or tender for work in a smallscale dwelling
SUMESM8
K10
Further Guidance
Annex 7A - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Technical Reference Documents for Cold Water Systems Installation Work
(Domestic)
WRAS Water Regulations Guide
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document G (2010 Edition)
BS 6700: 2006+A1:2009 - Specification for design, installation, testing and
maintenance of services supplying water for domestic use within buildings and their
curtilages
BS 8000-15:1990 Workmanship on building sites. Code of practice for hot and cold
water services (domestic scale)
Annex 7b - Cold Water Systems (Non-Domestic)
Annex 7b – Common Minimum Technical Competency Requirements for Cold Water Systems
Installation Work (Non-Domestic)
Routes to demonstrating required competence
Route
1a
1b
1c
2
3
Inspection / Assessment
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Heating and Ventilating
Industrial and Commercial Installation (QCF); or
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF unit achievement of unit(s):
R/602/4851 - Understand industrial and
commercial cold water system installation and precommissioning techniques (Level 3); and
Y/602/4897 - Install H&V industrial and
commercial systems (Level 3)
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
Level 3 NVQ in Heating and Ventilating Industrial
and Commercial Installation
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
4
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial cold water systems
Context/Scope
Know the operating and working principles of boosted and high rise
cold water systems including:




Connections from mains to premises
Cold water storage cisterns
Factors to determine system selection
Key regulations relevant to the installation
Know the operating principles of different appliance types that are
connected to cold water systems, including:




Sanitary appliances
Hospital appliances
Appliances specific industrial and commercial premises
Compliance with Building and Water Regulations
Know the working principles of all cold water system components in
boosted and high rise systems
Know how to determine pipe sizing requirements in relation to
demand units for cold water systems, including:




Storage (indirect)
Non storage (direct)
Boosted
High rise building systems
Know the cold water system layout requirements for boosted and high
rise systems including:
• Cisterns
• Terminal fittings
• Valves
• Industry specifications and regulations
Annex 7B
NOS Ref.
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial cold water systems
(continued)
2
Know the legislative and organisational
procedures related to all industrial and
commercial cold water systems work activities
Context/Scope
Know the positioning of selected components in industrial and
commercial cold water systems.
Know and apply appropriate sources of health and safety information
as they relate to the:
 Installation
 Testing
 Commissioning
of cold water systems
Know how to interpret and apply regulations, codes of practice, and
industry recommendations appropriate to the:
 Installation
 Testing
 Commissioning
of cold water systems
Know the actions that should be taken to liaise with other persons
during the:
 Installation
 Testing
 Commissioning
Explain how to prevent the inadvertent operation of the installed
system during work activities
3
Know how to and be able to complete
preparation work for industrial and
commercial cold water system installation
activities
Know how to and be able to undertake visual inspections and tests
required in the work location to determine preparation requirements
to:
Annex 7B
NOS Ref.
Further Guidance
 Install
 Test
 Commission
cold water systems
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
3
Know how to and be able to complete
preparation work for industrial and
commercial cold water system installation
activities (continued)
Context/Scope
Be able to confirm that job information and documentation for cold
water system installation is available and appropriate including:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Verbal instructions
Be able to use job information and documentation to ensure that the
following is fit for purpose:
 Equipment
 Tools
 Labour resources
Be able to confirm that authorisation has been obtained from the
relevant person(s) prior to commencement of the work.
Know how to evaluate the work location to determine planning
requirements
Know how to and be able to select pipework materials and fittings
required to complete work on cold water systems and check them for
damage
Be able to complete preparatory work for the installation of cold water
systems to include:
 Use of material and equipment requisites where appropriate
 Confirmation that the selection of material, equipment and
components are compatible to the installation
 Confirmation that the work location is ready for installation
activities
 Confirmation of secure site storage for tools, equipment, materials
Annex 7B
NOS Ref.
Further Guidance




and components
Confirmation of suitable access equipment
Confirmation of suitable lifting equipment where required
Completion of risk assessments
Completion of method statements
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
4
Know the procedures and be able to apply the
procedures for identifying industrial and
commercial cold water systems, equipment
and components
Context/Scope
Know how to evaluate site drawings and plans and the work location to
determine specific cold water installation requirements
Know how to interpret and apply appropriate sources of information
when determining cold water installation requirements:
 Statutory Regulations
 Codes of Practice
 Industry Standards
 Industry Guides/Good Practice Guides
Be able to confirm that the proposed job specification for cold water
system installation complies with:
 Statutory Regulations
 Codes of Practice
 Industry Standards
 Industry Guides/Good Practice Guides
 Specifications
Know how to evaluate possible proposals to determine how well they
meet:
 Site structures and features
 Industry requirements
Know how to critically compare the range of environmentally friendly
materials, products, procedures and energy efficiency devices and
make recommendations for their use
Know how to determine the size and specification of components to be
used within cold water systems including:
 Storage (indirect)
 Non storage (direct)
 Boosted
 High rise building systems
Annex 7B
NOS Ref.
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
5
Know how to and be able to install industrial
and commercial cold water systems
Context/Scope
Know the methodologies to measure and record site details for
installation purposes
Be able to verify that job information applicable to the installation
process is available and conforms to:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Know how to interpret and apply information for the installation of
cold water systems from:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Be able to verify that materials, tools, equipment and resources
necessary for the installation of cold water systems are:




Available as required
Safely and securely stored
Meet industry requirements
Fit for intended purpose
Be able to position and fix control components for industrial and
commercial cold water systems
Be able to Inspect and confirm that all aspects of the installation
process conforms with industry requirements, including:
Annex 7B
NOS Ref.
Further Guidance






Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Verbal instructions
Manufacturer’s instructions
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
5
Know how to and be able to install industrial
and commercial cold water systems
(continued)
6
Know the procedures and be able to complete
the procedures for soundness testing
industrial and commercial cold water systems
Context/Scope
Be able to apply methods of working that ensures that any damage to
customer/client property and building features is avoided during work
activities
Know how to interpret and apply information for the soundness testing
of cold water systems:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Know how to Identify the requirements of boosted and high rise
building cold water systems to confirm that they are ready to receive
soundness tests to cover:
 Pipework
 Appliances
 Components
Be able to confirm through visual inspections that the following
systems conform with industry requirements and is ready to receive a
soundness test:
 Unvented
 Secondary circulation
 Instantaneous (plate heat exchanger)
Know how to specify procedures for flushing and charging all industrial
and commercial cold water systems.
Be able to verify that procedures for:
 Cleaning
 Flushing
Annex 7B
NOS Ref.
Further Guidance
 Charging
systems have been carried out in accordance with industry
requirements
Know how to and be able to check and confirm that input services
adequately meet the cold water system requirements for boosted and
high rise building cold water systems
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
6
Know the procedures and be able to complete
the procedures for soundness testing
industrial and commercial cold water systems
(continued)
Context/Scope
Know the procedures for and be able to carry out a soundness test on
boosted and high rise building cold water systems
Know the information that would be required to complete precommissioning documentation in order to ensure the safe precommissioning of systems and components
Be able to implement pre-commissioning tests and checks in
accordance with appropriate industry requirements, including:




Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
 Verbal instructions
Be able to implement checks to confirm:




System cleanliness
Use of additives where appropriate
System is charged
Un-commissioned systems and components cannot be activated
Annex 7B
NOS Ref.
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
7
Know the procedures and be able to complete
the procedures for commissioning industrial
and commercial cold water systems
Context/Scope
Know how to interpret and apply appropriate sources of information
on the performance of cold water systems including:




Storage (indirect)
Non storage (direct)
Boosted
High rise building systems
Know the procedures for and be able to complete the procedures for
establishing correct mechanical, electrical and control performance for
the following:
Systems –
 Storage (indirect)
 Non storage (direct)
 Boosted
 High rise building systems
Components –
 Storage cisterns
 Appliance control valve or tap, terminal fittings
 Stop valves
 Float operated valves
 Single and double check valves
 Gate valves
 Pressure booster sets
 Break cisterns
 RPZ valves
 Servicing valves
 Drain taps
 Shower mixer valves
 Blending valves
 Expansion vessel
Annex 7B
NOS Ref.
Further Guidance
Area of Competence
Cold Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
7
Know the procedures and be able to complete
the procedures for commissioning industrial
and commercial cold water systems
(continued)
Context/Scope
Know procedures for commissioning cold water systems and
components in accordance with project specifications
Know the points in the commissioning process where co-operation and
liaison with other trades and clients/customers may be required
Know the information that would be required to complete
commissioning documentation in order to ensure the safe
commissioning of systems and components
Know the actions to take when components being commissioned do
not meet performance requirements
Annex 7B
NOS Ref.
Further Guidance
Annex 7B - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Cold Water Systems Installation Work (Non-Domestic)
Building Regulations - Approved Documents G & L
The Non-domestic Building Services Compliance Guide
Water Regulations Guide (WRAS)
BS EN 806 Parts 1-4 – Installations inside buildings conveying water for human
consumption
HVCA Installation and Testing of Pipework Systems Part 5 - Cold Water Service
CWS [TR20/5]
BSRIA Model Commissioning Plan (BG 8/2009)
•
•
• Water Supply (Water Fittings) Regulations 1999
• DEFRA – Water Regulations Guidance Note
•
• BS6700 Design, installation, testing and maintenance of services supplying water for domestic use within buildings
•
• HVCA Installation and Testing of Pipework Systems Part 4 - Cold Water Service HWS
[TR20/4]
Annex 8 – Rainwater Harvesting and Greywater Reuse Systems
Annex 8 – Common Minimum Technical Competency for Rainwater Harvesting and Greywater Reuse
Systems Installation
Routes to demonstrating required competence
Route
1
2
3
4
Inspection / Assessment
Qualifications/Certification
Experience / Evidence
QCF Level 3 Award in the Installation of Water
Harvesting and Recycling Systems; or
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF Level 3 Award in the Installation and
Maintenance of Water Harvesting and Recycling
Systems
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Annex 8
Competence requirement
The installer must:
Context/Scope
1
Know the health and safety risks and safe
systems of work associated with backflow
protection and heating systems installation
work
Health and safety risks and safe systems of work associated with:
Possible associated additional risks:




 Working in excavations
 Working in confined spaces
 Refrigerants
Asbestos (retrofit installations)
Know the health and safety risks and safe
systems of work associated with water
harvesting and greywater reuse systems
installation work
Health and safety risks and safe systems of work associated with:
2
3
Know the requirements of relevant
regulations/standards relating to practical
installation, testing and commissioning
activities for water harvesting and greywater
reuse systems installation work
electrocution/electric shock
burns
toxic poisoning
personal injury though component/equipment handling
 electrocution/electric shock
 toxic poisoning
 biologically contaminated water
 asphyxiation
 personal injury though component/equipment handling
 working in excavations
Know building regulation/building standards guidance/requirements in
relation to:





notification of the work
maintaining the structural integrity of the building
maintaining the fire resistant integrity of the building
the prevention of moisture ingress (building watertightness)
cold water supply requirements
water quality
water efficiency
 roof drainage system installation
 rainwater and greywater storage tank installation
 compliance certification
Know water regulation/byelaw guidance/requirements in relation to:
NOS
Ref.
Further Guidance
Knowledge of sanitary pipework
system installation is also required.
This is covered in the minimum
competences for plumbing work.
BS8515 and BS8525-1 offer
additional guidance




notification of the work
backflow and contamination prevention requirements
marking and labelling requirements
use of the harvested/reused water
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Competence requirement
The installer must:
Know the types and layouts of rainwater
4
harvesting and greywater reuse system used
for single premises installations
Context/Scope
Know the layout of the following rainwater harvesting systems types:
 direct pumped
 gravity supply
 pumped to storage cistern, gravity distribution
Know the layout of the following greywater reuse systems types:






direct reuse
short retention
basic physical/chemical
biological
bio-mechanical
hybrid
Know the application of the following backflow prevention
arrangements for wholesome back up water supply
 Type AA air gap
 Type AB air gap
5
Know the purpose of components used within
rainwater harvesting and greywater reuse
systems
Confirm the purpose of the following rainwater harvesting and
greywater reuse system components:






anti-surcharge valve
calmed inlet
inlet filter
level sensor/float switch
module (including pump and air gap)
pump control unit
Annex 8
NOS
Ref.
Further Guidance
 system control unit
 expansion vessel (direct systems)
 water level gauge
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Competence requirement
The installer must:
Know the information requirements to enable
6
rainwater harvesting and greywater reuse
system component selection and sizing
Context/Scope
Annex 8
NOS
Ref.
Know the information requirements in relation to:
 building design
 building dimensions
 building location and orientation
 building fabric/material details
 existing wholesome water supply systems
 existing rainwater and waste water systems
 proposed use of harvested rainwater/greywater
Know the information requirements in relation to:
 building occupancy
 usage or behaviour patterns
 any special features
7
Know the fundamental techniques used to
select, size and position components for
rainwater harvesting and greywater reuse
systems
Further Guidance
Special features (e.g. susceptible
occupants etc.)
Know how to determine the storage capacity (litres) of a greywater
reuse system within a single premises using the simplified approach in
relation to:
 occupancy
 greywater yield
 greywater usage demand
Know how to determine the storage capacity (litres) of a rainwater
harvesting system within a single premises using the simplified
approach in relation to:
 roof plan area (tiled pitched roofs)
 average annual rainfall depth for the location
 building occupancy
Know which materials are typically suitable for the manufacture of
rainwater harvesting and greywater reuse tanks and cisterns.
Kn b
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Competence requirement
The installer must:
Know the fundamental techniques used to
8
select, size and position components for
rainwater harvesting and greywater reuse
systems (continued)
Context/Scope
Know the requirements for resistance for durability in relation to the
materials selected for rainwater harvesting and greywater reuse
system tanks and components.
Know the design requirements for rainwater harvesting and greywater
reuse storage tank/cistern installation in relation to:
 prevention of stagnation of the stored water
 provision of covers and vents
 prevention of contamination/microbial growth
 keeping stored water dark and cold
 provision and sizing of an overflow
 prevention of surcharging via overflow pipework
 termination of overflows from rainwater harvesting storage tanks
 termination of overflows from greywater reuse storage tanks
 proximity to trees
 contaminated ground
 groundwater levels
 ground strength and stability
 proximity to utilities and foundations
Know the options for providing a back-up water supply within a
rainwater harvesting or greywater reuse system
Know the requirements of pump installation within a rainwater
harvesting or greywater reuse system in relation to:
 prevention of dry-running
 prevention of sound and vibration transfer
 prevention of overheating
 provision of non-return valves
 provision of isolating valves
 provision of a pump failure alarm
 provision of controls
 provision for monitoring
Annex 8
NOS
Ref.
Further Guidance
Durability to include resistance to
acidic conditions
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Competence requirement
The installer must:
Know the fundamental techniques used to
9
select, size and position components for
rainwater harvesting and greywater reuse
systems (continued)
Context/Scope
Know which materials are suitable for rainwater harvesting and
greywater reuse system collection distribution pipework and fittings.
Know typical collection and distribution system pipe sizes for rainwater
harvesting and greywater reuse systems for pipework
10
Know options and requirements for the
treatment of water in biological, physical, biomechanical and hybrid rainwater
harvesting/greywater recycling systems
Know when the inclusion of a water treatment arrangements in
rainwater harvesting and greywater recycling systems:
 is a regulatory requirement
 may be beneficial and/or good practice
Know the working principles of a UV disinfection system
Know the typical installation arrangements for a UV disinfection system
in relation to:




water sample points
filters
flow restrictors
isolation valves
Know the options for the chemical treatment of water in rainwater
harvesting and greywater recycling systems
Annex 8
NOS
Ref.
Further Guidance
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Competence requirement
The installer must:
11 Know the preparatory work required and be
able to undertake the preparatory work
required for rainwater harvesting and
greywater recycling system installation work
Context/Scope
Know the requirements in relation to:
 authorisation for the work to proceed
 the availability of appropriate access to all required work areas
Know the requirements of and be able to undertake pre-installation
checks in relation to:
 the suitability of the proposed installation in relation to:
yield
usage
 the suitability of the building structure and the building fabric in
relation to the installation of system components
 the inspection of the existing water supply installation
 the inspection of the existing rainwater and/or greywater
installation
 the availability of a suitable electrical input service
 the proposed siting of key internal system components
12
Know the requirements for installing rainwater
harvesting and greywater reuse storage tanks
Know the requirements to maintain the structural integrity of the tank
if holes need to be cut within a storage tank during the installation
process
Know the requirements for mounting and supporting above ground
tanks and cisterns.
Annex 8
NOS
Ref.
Further Guidance
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Competence requirement
The installer must:
13 Know the requirements for installing for
rainwater harvesting and greywater recycling
system pipework
Context/Scope
Know the requirement of the connection arrangement where
rainwater and greywater overflow and drainage pipework connects to
the to underground drainage system
Know which jointing methods are acceptable for rainwater and
greywater pipework collection pipework
Know which jointing methods are acceptable for rainwater and
greywater pipework distribution pipework
14
Be able to install rainwater harvesting and
greywater recycling systems
Be able to install in accordance with manufacturer’s guidance,
regulatory requirements and industry recognised procedures a
rainwater harvesting system
Be able to install in accordance with manufacturer’s guidance,
regulatory requirements and industry recognised procedures a
greywater reuse system.
Annex 8
NOS
Ref.
Further Guidance
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Competence requirement
The installer must:
15 Know the requirements to test and be able to
test rainwater harvesting and greywater
recycling system installations
Context/Scope
Annex 8
NOS
Ref.
Further Guidance
Know the requirements to prepare for testing and commissioning and
be able to prepare for testing and commissioning in relation to:






compliance with the system design and specification
compliance with system/component manufacturer requirements
suitability of electrical supply circuit arrangements
flushing the system of installation debris
filling the storage tank
provision of marking and labelling to system pipework and
components
Know the testing requirements for hydraulic testing of the distribution
system and be able to hydraulically test the distribution system in
relation to:




test pressure
test duration
permitted leakage
pass criteria
Know the test procedure to check that cross-connections have not
been introduced and be able to check that cross-connections have not
been introduced
e.g. by dye testing
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation
Competence requirement
The installer must:
16 Know the requirements to commission and be
able to commission rainwater harvesting and
greywater recycling system installations
Context/Scope
Know the typical commissioning requirements for a rainwater
harvesting system installation be able to commission in accordance
with manufacturer’s guidance, design requirements, client's
requirements and statutory requirements and/or industry recognised
procedures a rainwater harvesting system in relation to:





NOS
Ref.
Further Guidance
Functional tests e.g. flow and
pressure tests
setting of the system fluid levels
setting of mechanical controls
setting of electrical controls
system functional tests
water quality checks
Know the typical commissioning requirements for a greywater reuse
system installation be able to commission in accordance with
manufacturer’s guidance, design requirements, client's requirements
and statutory requirements and/or industry recognised procedures a
greywater reuse system in relation to:





Annex 8
setting of the system fluid levels
setting of mechanical controls
setting of electrical controls
system functional tests
water quality checks
Know the recording requirements for the commissioning of rainwater
harvesting and greywater reuse system installations and be able to
complete commissioning record documents
Functional tests e.g. flow and
pressure tests
Area of Competence
Rainwater Harvesting and Greywater Reuse Systems Installation Work
Competence requirement
The installer must:
17 Know the requirements to handover rainwater
harvesting and greywater reuse systems and
be able to handover rainwater harvesting and
greywater systems.
Context/Scope
Know the industry handover procedures for rainwater harvesting
systems and be able to handover rainwater harvesting systems in
accordance with industry handover procedures, in relation to:




pre-handover checks
the provision of written information
the provision of diagrammatic information
the provision of verbal information/demonstration relating to
system operation and use
Know the industry handover procedures for greywater reuse systems
and be able to handover greywater reuse systems in accordance with
industry handover procedures, in relation to:




pre-handover checks
the provision of written information
the provision of diagrammatic information
the provision of verbal information/demonstration relating to
system operation and use
Annex 8
NOS
Ref.
Further Guidance
Annex 8 - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for Rainwater Harvesting and Greywater
Reuse Systems Installation Work
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document G (2010 Edition)
Building Regulations Approved Document H (2002 Edition)
BS8515:2009 – Rainwater Harvesting Systems – Code of Practice
BS8525-1:2010 – Greywater Systems – Code of Practice
Annex 9a – Hot Water Systems (Domestic)
Annex 9a – Common Minimum Technical Competency Requirements for Hot Water Systems
Installation Work (Domestic)
Routes to demonstrating required competence
Route
1a
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (QCF); or
Level 3 NVQ Diploma in Domestic Heating; or
(QCF): or
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
SVQ Level 3 in Plumbing
1b
QCF unit achievement of unit(s):
K/502/9155 - Understand and apply domestic hot
water system installation, commissioning, service
and maintenance techniques
and
D/602/2939 - Install and Maintain domestic
plumbing and heating systems, or
SCQF unit achievement of unit(s):
F9H5 04 - Install and Commission Hot and Cold
Water Systems
1c
2
3
NVQ Level 3 in Plumbing or Advanced Craft
Certificate in Plumbing
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications other than above or no formal
Qualification
Yes
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
No
Yes
No
Yes
Yes
NOTES
Route 3: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the legislation and sources of
1
information relating to undertaking work on
hot water systems
Context/Scope
Know the sources of information required when undertaking work on
hot water systems:
 statutory regulations
 industry standards
 manufacturer technical instructions
Know the notification requirements for work on hot water systems:
 water undertaker
 building control or self-certification
Know installer responsibilities and user responsibilities under water
legislation
2
Know the types of hot water system and their
layout requirements
Identify the type of hot water system from layout diagrams:
 centralised systems
- unvented hot water systems
- open vented hot water systems
 Localised systems
- unvented point of use heaters
- instantaneous heaters
 direct system
- conventional boiler (small hot water only boiler)
- immersion heater including low energy tariff types
 indirect system
- fed by combined hot water and heating boiler
 single point of use vented heaters
 instantaneous hot water heaters
- multipoint heaters
- combination boilers
Annex 9a
NOS Ref.
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of hot water system and their
3
layout requirements (continued)
Context/Scope
Know the factors that need to be considered when the type of hot
water system is selected for use in a building:
 quantity and usage of hot water required
 distance of outlet from hot water source
 need for a secondary recirculation system
Know hot water system pipework layout features for dwellings:
 larger systems requiring a secondary circulation system
Know the recommended design temperatures within hot water
systems:
 hot water storage vessel
 hot water outflow
 secondary return
 at point of use
- instantaneous heaters
- storage system
- thermostatic mixing valve installations
Know the layout features for pipework systems incorporating
secondary circulation:
 pump type and location
 timing devices
 prevention of reverse circulation
 methods of balancing circuits
Know how trace heating can be used as an alternative to a secondary
circulation system
Annex 9a
NOS
Ref.
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of hot water system and their
4
layout requirements (continued)
Context/Scope
Know the working principles of hot water system components :


















stop valves
fullway gate valves
servicing valves
drain valves
float operated valves
terminal fittings
- bib taps
- pillar taps
- mixer taps
- ceramic disc taps
showers
- gravity mixer
- mains fed mixer
- electric instantaneous
thermostatic mixing valves
backflow prevention devices
- simple air gaps
- single check valves
feed and expansion cisterns
cold water feed cisterns
directly heated storage cylinders
indirectly heated storage cylinders
- single feed
- double feed
- combination
instantaneous water heaters
- mains fed multipoint heaters
- mains fed combination boilers
- single point of use vented heaters
infra-red operated taps
concussive taps
combination bath tap and shower head
flow limiting valves
Annex 9a
NOS
Ref.
Further Guidance




spray taps
shower pumps – single and twin impellor
pressure reducing valves
shock arrestors/mini expansion vessels
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of hot water system and their
5
layout requirements (continued)
Context/Scope
Know the use of components in hot water systems to overcome
temperature and pressure effects caused by the installation of
backflow prevention devices
Know the typical pipe sizes used in centralised open vented hot water
systems in dwellings :
 primary circuit
 secondary circuit
Know the system layout features for the open vent and cold feed pipes
of primary and secondary open vented hot water circuits
Know the connection requirements for feed and expansion cisterns
into open vented primary hot water circuits
Know the system layout features for plastic feed and expansion
cisterns:
typical cistern sizes for small dwellings
 warning pipe (overflow) arrangements
 inlet/ outlet position
 position of float operated valve
 position of cistern vent
 service valve requirements
 cistern base support requirements
Know the types and typical sizes of open vented storage cylinder used
in hot water systems in dwellings:
 direct
 single feed indirect
 double feed indirect
 double feed indirect super duty recovery
 combination
Annex 9a
NOS
Ref.
Further Guidance
Know the system layout features for hot water heaters:
 mains fed Instantaneous multipoint water heaters including
combination boilers
 localised (point of use) open vented hot water heaters
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the types of hot water system and their
6
layout requirements (continued)
Context/Scope
Annex 9a
NOS Ref.
Know the typical pipe sizes used with mains fed instantaneous hot
water heaters and open vented point of use water heaters in dwellings
Know the need for temperature control of hot water systems:
 thermostats
 overheat thermostats
 temperature relief valves
Know the factors that can lead to backflow from hot water outlets and
equipment in dwellings
7
Know the pipework materials and fittings
required and be able to select the pipework
materials and fittings required to complete
work on hot water systems :
Know the system layout features for the installation of hot water
components:
 gravity fed showers
 mains fed showers
 instantaneous electric showers
 thermostatic mixing valves
 pipework materials
 pipework fitting and fixings
SUMMES7,
K10
SUMMES7,
P2,P9
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
8
Know the requirements to install and be able
to install hot water systems and components
Context/Scope
Know the positioning requirements of components in hot water
systems and be able to position and fix components in hot water
systems:
 heaters/storage cylinders
 cisterns – hot water feed cisterns and feed and expansion cisterns
 drain valves
 service valves
 thermostatic mixing valves
 showers – gravity fed mixer, mains fed mixer and instantaneous
electric
Know how to make pipework connections and be able to make
pipework connections to open vented hot water storage cylinders
Annex 9a
NOS Ref.
SUMMES10,
K4
SUMMES10
P3,P4,P6
SUMMES10,
K1, K3
SUMMES10
P5
Know the positioning and fixing requirements of components of
secondary circulation systems:
 system pipework
 pump
 control valves
 timing devices
 reverse circulation control valves
 pipework insulation
Be able to demonstrate that hot water components and pipework
systems cannot be brought into operation by the end user before the
work has been fully completed
SUMMES10,
K1, K2,K3,K4
SUMMES10
P9
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
Know the inspection and soundness testing
9
requirements of hot water systems and
components and be able to inspect and
soundness test hot water systems and
components (continued)
Annex 9a
Context/Scope
NOS Ref.
Know the checks to be carried out during a visual inspection of a hot
water system to confirm that it is ready to be filled with water
and be able to carry out a visual inspection of a hot water system to
confirm that it is ready to be filled with water
SUMMES25,
K1
Know how to fill hot water pipework with water at normal operating
pressure and check for leakage and be able to fill hot water pipework
with water at normal operating pressure and check for leakage
SUMMES25,
K2
SUMMES25
P12
SUMMES25
P2,P4
Know how to carry out a soundness test to industry requirements on
hot water systems pipework and components and be able to perform a
soundness test to industry requirements on hot water systems
pipework and components
 metallic pipework systems
 plastic pipework systems
Know the flushing procedure for hot water systems and components
and be able to flush for hot water systems with wholesome water on
completion of soundness testing
SUMMES25,
K1
SUMMES25
P3,P4
SUMMES25,
K1
SUMMES25
P5
Know the actions that must be taken when inspection and testing
reveals defects in hot water systems:
 dealing with systems that do not meet correct installation
requirements
 remedial work associated with defective pipework bracketing
 remedial work associated with leakage from pipework systems
SUMMES25,
K4
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
10 Know the commissioning requirements of hot
water systems and components
Annex 9a
Context/Scope
NOS Ref.
Know the information sources required to complete commissioning
work on hot water systems
SUMMES27,
K1
Know the how to take flow rate and pressure readings from new and
existing hot water outlets
SUMMES25,
K2
Be able to adjust and set system controls to achieve system design
requirements/specification:
 pressure at outlets
 flow rate at outlets
 temperature at outlets
Be able to operate the system and take performance readings in order
to compare them to the design specifications:
 mechanical component readings
 electrical component readings
SUMMES27
P4
SUMMES27
P3
Know the how to balance a secondary circulation system during
commissioning activities
SUMMES25,
K2
Know the actions that must be taken when commissioning reveals
defects in hot water systems:
 dealing with systems that do not meet correct installation
requirements
 remedial work associated with defective components
SUMMES25,
K4
Know the procedure for notifying works carried out to the relevant
authority
SUMMES25,
K6
Know the range of information that would be detailed on a
commissioning record for a hot water system
SUMMES27,
K6
Know the points to be covered when handing over a completed system
to the end-user
SUMMES27,
K7
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
11 Know the decommissioning requirements of
hot water systems and components and be
able to decommission hot water systems and
components
Annex 9a
Context/Scope
NOS Ref.
Know the working methods that reduce the time periods during which
hot water systems need to be isolated
SUMMES13,
K1, K3
Know the information that needs to be provided to other persons
before decommissioning work takes place
SUMMES13,
K2
Be able to advise appropriate persons before hot water system
components or pipework are isolated in order to undertake work
SUMMES13
P1
Know how to temporarily decommission and able to temporarily
decommission hot water system components and connecting pipework
systems
SUMMES13,
K4
SUMMES13
P3
Know the work sequences for permanently decommissioning hot water
system components
SUMMES13,
K4
Know the methods used during the decommissioning process to
prevent the end-user from operating hot water system components :
 isolation of stop/ servicing valves
 temporary capping of pipework sections
 use of warning notices and signs
SUMMES13,
K4
Be able to drain and safely dispose of the system contents
SUMMES13
P3
Be able to take precautions to ensure that the system cannot be
brought back into operation before the decommissioning work is
complete
SUMMES13
P4
Be able to advise other persons that the system has been successfully
decommissioned
SUMMES13
P3
Be able to check to ensure that the decommissioning procedures
carried out prevent the end-user from operating cold water system
components
SUMMES13
P4
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Domestic)
Competence requirement
The installer must:
12 Know the design techniques and be able to
apply the design techniques for hot water
systems
Annex 9a
Context/Scope
NOS Ref.
Know the information sources and be able to interpret the information
sources when undertaking design work on cold water systems:
 statutory regulations
 industry standards
 manufacturer technical instructions
 verbal and written feedback from the customer
SUMMES8,
K3
Know how to and be able to take measurements of building features in
order to carry out design calculations:
 from plans, drawings and specifications
 from site
SUMMES8,
K3
Know the factors which affect the selection of hot water systems for
single occupancy dwellings
SUMMES8,
K4
Know the criteria used when selecting hot water system and
component types:
 customers needs
 building layout and features
 suitability of system
 energy efficiency
 environmental impact
Know how to and be able to calculate the size of hot water system
components used in single occupancy dwellings:
 cistern
 hot water storage vessel
 pipework
 secondary circulation pump
 booster pump (shower and full system)
Know how to and be able to present design calculations in an
acceptable format:
 using basic not to scale line drawings
SUMMES8,
K1,K2,K3.
SUMMES7,
K9
SUMMES8
P7
SUMMES8,
K10
Further Guidance
 details for insertion into a quotation or tender for work in a smallscale dwelling
SUMMES8
P8
Annex 9a - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Technical Reference Documents for Hot Water Systems Installation Work
(Domestic)
WRAS Water Regulations Guide
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments or subsequent edition)
Building Regulations Approved Document G (2010 Edition or subsequent edition)
Domestic Building Services Compliance Guide (2010 Edition or subsequent edition)
BS 6700: 2006+A1:2009 - Specification for design, installation, testing and
maintenance of services supplying water for domestic use within buildings and their
curtilages or subsequent edition
BS 8000-15:1990 Workmanship on building sites. Code of practice for hot and cold
water services (domestic scale) or subsequent edition
Annex 9b – Unvented Hot Water Storage Systems
Annex 9b – Common Minimum Technical Competency for Unvented Hot Water Storage Systems
Installation Work (Systems up to 500 litres capacity and 45kW power input)
Routes to demonstrating required competence
Route
1a
1b
2
3
Qualifications/Certification
Experience / Evidence
QCF Level 3 NVQ Diploma in Domestic Plumbing
and Heating; or
QCF Level 3 NVQ Diploma in Domestic Heating; or
Level 3 SVQ in Plumbing
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF unit achievement of unit(s):
K/502/9155 - Understand and apply domestic hot
water system installation, commissioning, service
and maintenance techniques
and
D/602/2939 - Install and Maintain domestic
plumbing and heating systems, or
SCQF unit achievement of unit(s)
F9H5 04 - Install and Commission Hot and Cold
Water Systems
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
Inspection / Assessment
On –Site
Off-Site
Yes
Yes
No
No
Yes
No
Yes
No
covered in this annex
4
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Yes
Yes
In addition – all applicants will require the following recognised certificates
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Unvented Hot Water Storage Systems Installation Work (systems up to 500 litres storage
capacity and 45kW power input)
Context/Scope
NOS Ref.
Competence requirement
The installer must:
Know the legislation and sources of
1
information relating to undertaking work on
unvented hot water storage systems
Know the sources of information required when undertaking work on
unvented hot water storage systems:
 statutory regulations
 industry standards
 manufacturer technical instructions
Know the notification requirements for work on unvented hot water
storage systems:
 water undertaker
 building control or self-certification
2
Know the types of unvented hot water storage
system and their layout requirements
Know unvented hot water storage system pipework layout features for
dwellings :
 centralised systems
 localised systems
Know the various types of unvented hot water system:
 indirect storage systems
 direct storage systems
- electrically heated
- gas or oil fired
 small point of use (under sink)
Know the use of cold water accumulators in unvented hot water
systems
Annex 9a
Further Guidance
Area of Competence
Unvented Hot Water Storage Systems Installation Work (systems up to 500 litres storage
capacity and 45kW power input)
Context/Scope
NOS
Ref.
Competence requirement
The installer must:
Know the types of unvented hot water storage
3
system and their layout requirements
(continued)
Know the function of components in unvented hot water systems:
 safety devices
- control thermostat
- overheat thermostat (thermal cut-out)
- temperature relief valve
 functional devices
- line strainer
- pressure reducing valve
- single check valve
- expansion device (vessel or integral to cylinder)
- expansion relief valve
- tundish arrangements
- application of composite valves
Know the layout features for temperature and expansion relief
pipework in unvented hot water systems
4
Know the installation requirements of
unvented hot water storage system and
components
Know the meaning of the terms balanced and unbalanced supply
pressures in unvented hot water storage systems
SUMMES10
K1
Know the positioning and fixing requirements of components in
unvented hot water systems:
 safety devices
- control thermostat
- overheat thermostat (thermal cut-out)
- temperature relief valve
 functional devices
- line strainer
- pressure reducing valve
- single check valve
SUMMES10
K1,K2,K3,K4
Annex 9a
Further Guidance
-
expansion device (vessel or integral to cylinder)
expansion relief valve
tundish arrangements
application of composite valves
Area of Competence
Unvented Hot Water Storage Systems Installation Work (systems up to 500 litres storage
capacity and 45kW power input)
Context/Scope
NOS Ref.
Competence requirement
The installer must:
Know the installation requirements of
5
unvented hot water storage system and
components
Be able to connect pipework to an unvented hot water system
 Incoming supply pipework
- Line strainer
- Pressure reducing valve
 Expansion vessel
 Storage cylinder
 Check valve
SUMMES10
P3,P4,P5
Know the pipe size and positioning methods for safety relief pipework
connected to unvented hot water storage system cylinder safety
valves:
 D1 section
 tundish
 D2 section
SUMMES10
K2,K3
Know how to position, fix and connect and be able to position, fix and
connect new unvented hot water storage system safety relief
pipework:
 D1 pipework
 tundish
 D2 pipework
 Correct termination
6
Be able to commission unvented hot water
storage and components
Be able to carry out a visual inspection of an unvented hot water
storage system to confirm that it is ready to be filled with water
Be able to charge hot water pipework with water at normal operating
pressure and check for leakage
Be able to perform a soundness test to industry requirements on hot
water systems pipework and components
Be able to flush the system with wholesome water on completion of
soundness testing
SUMMES10
K2,K3
SUMMES10
P3,P4,P5
SUMMES25
P1,P2
SUMMES25
P2,P4
SUMMES25
P3,P4
SUMMES25
P5
Annex 9a
Further Guidance
Be able to use test instruments to take readings of the water supply
pressure and flow rate
SUMMES25
P2
SUMMES27
Pf. 3
Area of Competence
Unvented Hot Water Storage Systems Installation Work (systems up to 500 litres storage
capacity and 45kW power input)
Context/Scope
NOS
Ref.
Competence requirement
The installer must:
Be able to commission unvented hot water
7
storage and components (continued)
Be able to operate the system and take performance readings in order
to compare them to the design specifications:
 mechanical component readings
 electrical component readings
SUMMES27
P3
Be able to adjust and set system controls to achieve system design
requirements:
 pressure at outlets
 flow rate at outlets
SUMMES27
P4
Know the actions that must be taken when commissioning reveals
defects in hot water systems:
 dealing with systems that do not meet correct installation
requirements
 remedial work associated with defective components
Know the procedure for notifying works carried out to the relevant
authority
Know the range of information that would be detailed on a
commissioning record for a hot water system
Know the points to be covered when handing over a completed system
to the end-user
SUMMES25
K4
SUMMES27
K6
SUMMES27
K6
SUMMES27
K7
Annex 9a
Further Guidance
Annex 9b - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent
documents) listed in the following table
Technical Reference Documents for Unvented Hot Water Storage Systems
Installation Work
(systems up to 500 litres storage capacity and 45kW power input)
WRAS Water Regulations Guide
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments or subsequent edition)
Building Regulations Approved Document G (2010 Edition or subsequent edition)
Domestic Building Services Compliance Guide (2010 Edition or subsequent edition)
BS 6700: 2006+A1:2009 - Specification for design, installation, testing and
maintenance of services supplying water for domestic use within buildings and their
curtilages or subsequent edition
BS 8000-15:1990 Workmanship on building sites. Code of practice for hot and cold
water services (domestic scale) or subsequent edition
Annex 9c – Hot water systems (Non-domestic)
Annex 9c – Common Minimum Technical Competency Requirements for Hot Water Systems
Installation Work (Non-Domestic)
Routes to demonstrating required competence
Route
1a
1b
Inspection / Assessment
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Heating and Ventilating
Industrial and Commercial Installation (QCF); or
Level 3 SVQ in Heating and Ventilating Industrial
and Commercial Installation
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Achievement of QCF unit(s):
Y/602/4852 - Understand industrial and
commercial hot water system installation and precommissioning techniques (Level 3);
and
Y/602/4897 - Install H&V industrial and
commercial systems (Level 3); or
On –Site
Off-Site
Yes
No
Yes
No
Yes
Yes
Yes
Yes
Achievement of SCQF unit(s):
F9NH 04 - Install, Test and Commission Hot and
Cold Water Systems
1c
2
3
Level 3 NVQ in Heating and Ventilating Industrial
and Commercial Installation
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 3: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial hot water systems
Context/Scope
Know the operating and working principles of hot water systems
including:






Indirect
Unvented
Secondary circulation
Instantaneous (plate heat exchanger)
Factors to determine system selection
Key regulations relevant to the installation
Know the operating principles of different appliance types that are
connected to hot water systems, including:




Sanitary appliances
Hospital appliances
Appliances specific industrial and commercial premises
Compliance with Building and Water Regulations
Know the working principles of all hot water system components
including:




Indirect systems
Unvented systems
Secondary circulation systems
Instantaneous (plate heat exchanger) systems
Know how to determine pipe sizing requirements in relation to
demand units for hot water systems, including:




Indirect
Unvented
Secondary circulation
Instantaneous (plate heat exchanger)
Annex 9C
NOS Ref.
Further Guidance
Confirm the hot water system layout requirements for all hot water
systems including:




Indirect
Unvented
Secondary circulation
Instantaneous (plate heat exchanger)
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial hot water systems
(continued)
2
Know the legislative and organisational
procedures related to all industrial and
commercial hot water systems work activities
Context/Scope
Know the positioning of selected components in hot water systems.
Know and apply appropriate sources of health and safety information
as they relate to the:
 Installation
 Testing
 Commissioning
of hot water systems
Know how to interpret and apply regulations, codes of practice, and
industry recommendations appropriate to the:
 Installation
 Testing
 Commissioning
of hot water systems
Know the actions that should be taken to liaise with other persons
during the:
 Installation
 Testing
 Commissioning
Explain how to prevent the inadvertent operation of the installed
system during work activities
3
Know how to and be able to complete
preparation work for industrial and
commercial hot water system installation
activities
Know how to and be able to undertake visual inspections and tests
required in the work location to determine preparation requirements
to:
Annex 9C
NOS Ref.
Further Guidance
 Install
 Test
 Commission
hot water systems
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
3
Know how to and be able to complete
preparation work for industrial and
commercial hot water system installation
activities (continued)
Context/Scope
Be able to confirm that job information and documentation for cold
hot water system installation is available and appropriate including:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Verbal instructions
Be able to use job information and documentation to ensure that the
following is fit for purpose:
 Equipment
 Tools
 Labour resources
Be able to confirm that authorisation has been obtained from the
relevant person(s) prior to commencement of the work.
Know how to evaluate the work location to determine planning
requirements
Know how to and be able to select pipework materials and fittings
required to complete work on hot water systems and check them for
damage
Be able to complete preparatory work for the installation of hot water
systems to include:
 Use of material and equipment requisites where appropriate
 Confirmation that the selection of material, equipment and
components are compatible to the installation
 Confirmation that the work location is ready for installation
activities
 Confirmation of secure site storage for tools, equipment, materials
Annex 9C
NOS Ref.
Further Guidance




and components
Confirmation of suitable access equipment
Confirmation of suitable lifting equipment where required
Completion of risk assessments
Completion of method statements
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
4
Know the procedures and be able to apply the
procedures for identifying industrial and
commercial hot water systems, equipment
and components
Context/Scope
Know how to evaluate site drawings and plans and the work location to
determine specific hot water installation requirements
Know how to interpret and apply appropriate sources of information
when determining hot water installation requirements:
 Statutory Regulations
 Codes of Practice
 Industry Standards
 Industry Guides/Good Practice Guides
Be able to confirm that the proposed job specification for hot water
system installation complies with:
 Statutory Regulations
 Codes of Practice
 Industry Standards
 Industry Guides/Good Practice Guides
 Specifications
Know how to evaluate possible proposals to determine how well they
meet:
 Site structures and features
 Industry requirements
Know how to critically compare the range of environmentally friendly
materials, products, procedures and energy efficiency devices and
make recommendations for their use
Know how to determine the size and specification of components to be
used within hot water systems including:
 Indirect systems
 Unvented systems
 Secondary circulation systems
 Instantaneous (plate heat exchanger)
Annex 9C
NOS Ref.
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
5
Know how to and be able to install industrial
and commercial hot water systems
Context/Scope
Know the methodologies to measure and record site details for
installation purposes
Be able to verify that job information applicable to the installation
process is available and conforms to:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Know how to interpret and apply information for the installation of hot
water systems from:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Be able to verify that materials, tools, equipment and resources
necessary for the installation of hot water systems are:




Available as required
Safely and securely stored
Meet industry requirements
Fit for intended purpose
Be able to position and fix control components for industrial and
commercial hot water systems
Be able to Inspect and confirm that all aspects of the installation
process conforms with industry requirements, including:
Annex 9C
NOS Ref.
Further Guidance






Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Verbal instructions
Manufacturer’s instructions
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
5
Know how to and be able to install industrial
and commercial hot water systems
(continued)
6
Know the procedures and be able to complete
the procedures for soundness testing
industrial and commercial hot water systems
Context/Scope
Be able to apply methods of working that ensures that any damage to
customer/client property and building features is avoided during work
activities
Know how to interpret and apply information for the soundness testing
of hot water systems:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Know how to Identify the requirements of hot water systems to
confirm that they are ready to receive soundness tests to cover:
 Pipework
 Appliances
 Components
Be able to confirm through visual inspections that the following
systems conform with industry requirements and is ready to receive a
soundness test:
 Unvented
 Secondary circulation
 Instantaneous (plate heat exchanger)
Know how to specify procedures for flushing and charging all hot water
systems.
Be able to verify that procedures for:
 Cleaning
 Flushing
 Charging
Annex 9C
NOS Ref.
Further Guidance
systems have been carried out in accordance with industry
requirements
Know how to and be able to check and confirm that input services
adequately meet hot water service system requirements.
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
6
Know the procedures and be able to complete
the procedures for soundness testing
industrial and commercial hot water systems
(continued)
Context/Scope
Know the procedures for and be able to carry out a soundness test on
hot water systems.
Know the information that would be required to complete precommissioning documentation in order to ensure the safe precommissioning of systems and components
Be able to implement pre-commissioning tests and checks in
accordance with appropriate industry requirements, including:




Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
 Verbal instructions
Be able to implement checks to confirm:




System cleanliness
Use of additives where appropriate
System is charged
Un-commissioned systems and components cannot be activated
Annex 9C
NOS Ref.
Further Guidance
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
7
Know the procedures and be able to complete
the procedures for commissioning industrial
and commercial hot water systems
Context/Scope
Know how to interpret and apply appropriate sources of information
on the performance of hot water systems including:




Indirect
Unvented
Secondary circulation
Instantaneous (plate heat exchanger)
Know the procedures for and be able to complete the procedures for
establishing correct mechanical, electrical and control performance for
the following:
Systems –
 Indirect
 Unvented
 Secondary circulation
 Instantaneous (plate heat exchanger)
Components –
 Cold water storage cistern – secondary system
 Feed and expansion cistern – primary system
 Hot water storage vessels, including high temperature to low
temperature calorifiers
 Electric and gas water heaters
 Appliance control valve or tap, terminal fittings
 Stop valves
 Float operated valves
 Single and double check valves
 Gate valves
 Servicing valves
 Drain taps
 Pressure reducing valves
 Shower mixing valves
 Blending valves
 Mixing valves
 Circulating pumps (bronze)
Annex 9C
NOS Ref.
Further Guidance





Line strainers
Temperature and pressure relief valves
Expansion vessel
relief valves
Expansion vessel
Area of Competence
Hot Water Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
7
Know the procedures and be able to complete
the procedures for commissioning industrial
and commercial hot water systems
(continued)
Context/Scope
Know procedures for commissioning hot water systems and
components in accordance with project specifications
Know the points in the commissioning process where co-operation and
liaison with other trades and clients/customers may be required
Know the information that would be required to complete
commissioning documentation in order to ensure the safe
commissioning of systems and components
Know the actions to take when components being commissioned do
not meet performance requirements
Annex 9C
NOS Ref.
Further Guidance
Annex 9C - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Hot Water Systems Installation Work (Non-Domestic)
Building Regulations - Approved Documents G & L
The Non-domestic Building Services Compliance Guide
Water Regulations Guide (WRAS)
BS EN 806 Parts 1-4 – Installations inside buildings conveying water for human
consumption
HVCA Installation and Testing of Pipework Systems Part 4 - Hot Water Service
HWS [TR20/4]
BSRIA Model Commissioning Plan (BG 8/2009)
•
•
• Water Supply (Water Fittings) Regulations 1999
• DEFRA – Water Regulations Guidance Note
•
• BS6700 Design, installation, testing and maintenance of services supplying water for domestic use within buildings
•
• HVCA Installation and Testing of Pipework Systems Part 4 - Hot Water Service HWS
[TR20/4]
Annex 9d – Solar Thermal Hot Water
Annex 9d – Common Minimum Technical Competency Requirements for Solar Thermal Hot Water
Systems Installation Work
Routes to demonstrating required competence
Inspection / Assessment
Route
1
Qualifications/Accreditation
Experience / Evidence
Level 3 Award
Installation of Solar Thermal Hot Water Systems
(QCF); or
Level 3 Award Installation and Maintenance of
Solar Thermal Hot Water (QCF); or
SQA Certificate in Environmental Technology
Systems (Installation) including Unit F8XK 04 Install, Test, Commission and Handover Solar
Thermal Hot Water
Systems; or
SQA Certificate in Environmental Technology
Systems (Installation, Service & Maintenance
including Unit F8XK 04 - Install, Test, Commission
and Handover Solar Thermal Hot Water
Systems; or
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (QCF) including EN1 Environmental
Pathway – Solar Thermal Route; or
Level 3 NVQ Diploma in Domestic Heating (QCF)
including EN1 Environmental Pathway – Solar
Thermal Route; or
SVQ in Plumbing including the Emergent
Technologies Combined Option including Solar
Water Heating Systems technology
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.
On –Site
Off-Site
Yes
No
2
3
4
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification.
Registered with a Building Regulations Competent
Person Scheme or certificated by a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in
accordance with the competence requirements stated in this annex.
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise's evidence of meeting the underpinning
knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed and demonstrated
but do not lead to the award of a qualification
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Annex 9d
Competence requirement
The installer must:
Context/Scope
NOS Ref.
1
Know the health and safety risks and safe
systems of work associated with solar thermal
hot water system installation work
Health and safety risks and safe systems of work associated with
 electrocution/electric shock
 burns
 toxic poisoning
 injury through flash to steam of system heat transfer fluid
 a fall from height
 personal injury though component/equipment handling
SUMEVTS1
K3
Know the requirements of relevant
regulations/standards relating to practical
installation, testing and commissioning
activities for solar thermal hot water system
installation work
Building regulation/building standards guidance/requirements in
relation to:
SUMEVTS1
K2
2





maintaining the structural integrity of the building
maintaining the fire resistant integrity of the building
the prevention of moisture ingress (building watertightness)
notification of work requirements
control of temperature in primary and secondary circuits including
primary circuits connected to unvented hot water storage systems
 energy conservation
 testing and commissioning requirements
 compliance certification
Water regulation/byelaw guidance/requirements in relation to:




prevention of contamination of the wholesome water supply
energy conservation
safe operation
testing and commissioning requirements
SUMEVTS1
K2
Further Guidance
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
1
Know the types and layouts of solar thermal
hot water system
Annex 9d
Context/Scope
NOS Ref.
Solar thermal hot water systems types:
 Fully filled (active)
 Drainback (active)
 Passive (thermosiphon)
SUMEVTS2
K3
Solar thermal hot water system storage vessel types and system
arrangements:
SUMEVTS2
K3
 Fully filled, DHW storage cylinder only
 Indirect, sealed collector circuit, DHW storage cylinder only (solar
primary coil only)
 Indirect, sealed collector circuit, DHW storage cylinder only (dual
coil)
 Indirect, sealed collector circuit, pre-heat cylinder and DHW storage
cylinder
 Indirect, sealed collector circuit, thermal store
2
Know the purpose of components used within
solar thermal hot water system installations







Differential temperature controller
Cylinder sensor(s)
Solar collector sensor
Drain back vessel
Flow meter
Flow regulator (mechanical)
Expansion vessel
SUMEVTS2
K3
SUMEVTS4
K8
Further Guidance
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
3
Context/Scope
Know the types and key operating principles of
solar collectors




unglazed collector
flat plate glazed collector
evacuated tube collector – direct flow
evacuated tube collector – heat pipe
Know the effect that the temperature difference between the solar
primary circuit/collector temperature and the ambient temperature
has on the relative efficiency of the following types of solar collector:
Annex 9d
NOS Ref.
SUMEVTS2
K3
Linked to
SUMMES8,
K9
 unglazed collector
 flat plate glazed collector
 evacuated tube collector
4
Know the information requirements to enable
system component selection and sizing

Information requirements in relation to:
 building design
 building dimensions/angles
 building location and orientation
 building fabric/material details
 existing input services
 existing hot water/heating systems
 building occupancy
 required hot water usage pattern
SUMEVTS2
K3
Linked to
SUMMES8,
K9
Further Guidance
evacuated tube collector – compound
parabolic
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
5
Annex 9d
Context/Scope
Know the fundamental techniques used to
select, size and position components for solar
thermal hot water systems
NOS Ref.
Know how to determine typical domestic hot water system storage
vessel requirements in relation to:
2
 Daily demand (Vd) (litres/day per person or litres/day per m of
floor area)
 Boiler volume (Vb)
2
 Dedicated solar volume (Vs) (litres per m of collector area or as a %
or Vd)
 Total cylinder volume (Vt)
2
 Solar heat exchange coli surface area (m of surface area in relation
to collector flow rate and collector surface area)
SUMMES8,
K9
Know how to determine typical domestic hot water system collector
area requirements in relation to:




building occupancy
proposed angle of collector installation
proposed orientation of collector installation
shading that may affect collector performance
SUMMES8,
K9
Know how to determine the annual irradiation yield as a % of optimum
in relation to:
 collector orientation
 collector angle
 collector over shading
SUMMES8,
K9

Know typical recommended solar primary circuit circulation rates
SUMMES8,
K9
Further Guidance
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
5
Context/Scope
Know the fundamental techniques used to
select, size and position components for solar
thermal hot water systems (continued)
Annex 9d
NOS Ref.
Know how to determine solar primary circuit pipe size requirements in
relation to:
 primary circuit circulation rates
 collector area
 primary circuit pipework length
Know how to determine total solar primary circuit water content
volume
Know how to determine total solar primary circuit expansion vessel
size requirements in relation to:
 primary circuit water content volume
 collector height above cylinder
SUMMES8,
K9
SUMMES8,
K9
SUMMES8,
K9

Know typical sizing requirements for drainback vessels in relation to:
 net collector area
 total volume of the system
Confirm how to determine solar primary circuit dynamic pressure drop
and circulating pump size requirements for:
 fully filled systems
 drainback systems
SUMMES8,
K9
SUMMES8,
K9
Further Guidance
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
6
7
Know how the performance of solar hot water
systems is measured
Know how to and be able to undertake
preparatory work required for solar thermal
hot water system installation work
Annex 9d
Context/Scope
NOS Ref.
Know the meaning of the term ‘solar fraction’
SUMMES8,
K9
Know the factors that affect the solar fraction
SUMMES8,
K9
Know the requirements in relation to:
 authorisation for the work to proceed
 the availability of appropriate access to all required work areas
SUMEVTS1
K4,K5
Know the requirements of pre-installation checks and be able to
undertake pre-installation checks in relation to:
 the suitability of the proposed location and position of the solar
collector(s) for optimum collection capacity
 the suitability of the building structure and the building fabric in
relation to the installation of system components
 verification that the generation capacity of the proposed solar hot
water system installation is appropriate to the hot water system
energy load and usage
 the inspection of existing hotwater/heating system installations
 water quality
 the availability of a suitable electrical input service
 the proposed siting of key internal system components
SUMEVTS1
K4,K5
Can confirm that the tools, materials and equipment required for the
installation work is available and is in a safe usable condition.
SUMEVTS1
P2
SUMEVTS1
P1,P6, P9
SUMEVTS2
K1
Further Guidance
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
8
Know the requirements for connecting solar
thermal hot water system collector circuits to
combination boiler domestic hot water circuits
Annex 9d
Context/Scope
NOS Ref.
Know how to determine the suitability of combination boilers to
receive pre-heated water.
SUMEVTS2
K3
Further Guidance
Know the pipework layout and components required for connecting a
solar thermal hot water system to a combination boiler to include the:
 arrangements for prevention of backflow
 arrangements for ensuring that the combination boiler cold inlet
supply water is provided at an appropriate temperature
 arrangements for allowing stored hot water to be used directly from
the store when the temperature of the stored water is appropriate
9
Know the requirements for installing solar
collector arrays
SUMEVTS2
K3
Know the positioning and fixing requirements and where appropriate
the weathering requirements for the following solar collector types:
 Flat plate, surface mounted, inclined roof with single lap roof
covering
 Flat plate, surface mounted, inclined roof with double lap roof
covering
 Flat plate, integrated, inclined single lap roof covering
 Flat plate, integrated, inclined double lap roof covering
 Evacuated tube, inclined single lap roof covering
 Evacuated tube, inclined double lap roof covering
 Frame mounted, inclined (roof, wall or ground)
 Frame mounted, horizontal (roof or ground)
Where work on metallic roof coverings
is undertaken , relevant additional
competence will be required
SUMEVTS2
K2, K3,K5
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
9
Know the requirements for installing solar
collector arrays (continued)
Context/Scope
Know the requirements for installing for solar
thermal hot water system pipework
NOS Ref.
Know the pipework layout, component requirements and component
positioning requirements for the following system types and collector
array connection arrangements:




10
Annex 9d
fully filled system,
fully filled system,
fully filled system,
drainback system,
collector array connected in series,
collector array connected in parallel,
collector array connected with east/west split
single collector array
SUMEVTS2
K2, K3
Know the requirements to achieve durable weather-tightness of
buildings where collector array connection pipework passes through
the building fabric.
SUMEVTS2
K2, K3
Know when specialist equipment is required in relation to preventing
irradiation reaching collector absorbers during installation.
SUMEVTS2
K2, K3
Know suitable pipework materials in relation to:
 system operating temperatures
 system operating pressures
 system chemicals
SUMEVTS2
K3
Know the requirements for pipework supports in relation to:
 suitable materials
 spacing of pipework supports
SUMEVTS2
K2, K3
Know suitable pipework jointing methods in relation to:
 system operating temperatures
 system operating pressures
 system chemicals
SUMEVTS2
K2
Further Guidance
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
10
Know the requirements for installing for solar
thermal hot water system pipework
(continued)
Context/Scope
system operating temperatures
system efficiency and performance
potential exposure of the insulation to ultra-violet rays/light
potential exposure of the insulation to adverse weather
the sections of installations that must be insulated
the sections of installations that must not be insulated
resistance to vermin attack
Know the requirements for installing pressure relief valve discharge
pipework in relation to:
 routing of pipework
 termination of pipework
Be able to Install in accordance with
manufacturer’s guidance, regulatory
requirements and industry recognised
procedures solar thermal hot water systems
NOS Ref.
Know the requirements for pipework insulation for solar thermal hot
water system installation work in relation to:







11
Annex 9d
 fully-filled ‘active’ systems
 drainback ‘active’ systems
SUMEVTS2
K2, K3
SUMEVTS2
K2,K3
SUMEVTS2
P6, P7,P8,
P9, P10
Further Guidance
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
1
Know how to and be able to test and
commission solar thermal hot water system
installations
Context/Scope
Know the requirements to prepare for testing and commissioning and
be able to prepare for testing and commissioning in relation to:









compliance with the system design and specification
compliance with system/component manufacturer requirements
suitability of electrical supply circuit arrangements
flushing the system of installation debris
selection of suitable heat transfer fluid
filling and venting the hydraulic circuits
checking system water quality
protection against freezing
provision of system labelling
Annex 9d
NOS Ref.
SUMEVTS3
K1, K2
SUMEVTS4
K2
SUMEVTS2
P12
SUMEVTS3
P1, P2,P 4
Know what specialist equipment is required in relation to:
 the introduction and checking of system freeze protection fluids
 setting system pressure
 checking the corrosion protection of the system
Know the testing requirements for hydraulic circuits within solar
thermal hot water system installations and be able to test hydraulic
circuits within solar thermal hot water system installations in relation
to:
 hydraulic test pressure
 hydraulic test duration
SUMEVTS3
K1
SUMEVTS3
P3
Know the commissioning requirements for a fully-filled indirect sealed
collector circuit installation in relation to:





setting of the expansion vessel charge pressure
setting of the system fluid level
setting of mechanical controls
setting of electrical controls and temperature sensors
system functional tests
SUMEVTS4
K2, K3
Further Guidance
Area of Competence
Solar Thermal Hot Water Systems Installation Work
Competence requirement
The installer must:
2
Know the requirements to test and
commission and be able to test and
commission solar thermal hot water system
installations
Context/Scope
Know the requirements to handover solar
thermal hot water systems and be able to
handover solar thermal hot water systems.
NOS Ref.
Know the commissioning requirements for a fully-filled drainback
installation in relation to:




setting of the system fluid level
setting of mechanical controls
setting of electrical controls and temperature sensors
system functional tests
SUMEVTS4
K2, K3
Know the commissioning requirements for multiple collector arrays
connected in series
SUMEVTS4
K2, K3
Can commission fully-filled and drainback system in accordance with
manufacturer’s guidance, design requirements, client's requirements
and statutory requirements and/or industry recognised procedures
SUMEVTS4
P3, P4
Know the recording requirements for the commissioning of solar
thermal hot water system installations
3
Annex 9d
SUMEVTS4
K6
Know the pre-handover checks that need to be carried out
Know industry handover procedures in relation to the:
 provision of written information
 provision of diagrammatic information
 provision of verbal information/demonstration relating to system
operation and use
Can handover solar thermal hot water systems in accordance with
industry handover procedures
SUMEVTS4
K7
SUMEVTS4
P5
Further Guidance
Annex 9d - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for Solar Thermal Hot Water Systems
Installation Work
WRAS Water Regulations Guide
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document G (2010 Edition)
Domestic Building Services Compliance Guide (2010 Edition)
BS 6700: 2006+A1:2009 - Specification for design, installation, testing and
maintenance of services supplying water for domestic use within buildings and their
curtilages
BS 8000-15:1990 Workmanship on building sites. Code of practice for hot and cold
water services (domestic scale)
Annex 10a – ‘Wet’ Heating Systems (Domestic)
Annex 10a – Common Minimum Technical Competency Requirements for ‘Wet’ Heating Systems
Installation Work (Domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
1a
1b
Qualifications/Accreditation
Experience / Evidence
QCF Level 3 NVQ Diploma in Domestic Plumbing
and Heating; or
QCF Level 3 NVQ Diploma in Domestic Heating; or
Level 3 SVQ in Plumbing
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF unit of achievement of unit(s):
M/502/9156 - Understand and apply domestic
central heating system installation, commissioning,
service and maintenance techniques; or
SCQF unit of achievement of unit(s):
F9H6 04 - Install and Commission Central Heating
Systems
1c
2
NVQ Level 3 in Plumbing or domestic heating or
Advanced craft Certificate in Plumbing or domestic
heating
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
3
4
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Yes
No
Yes
Yes
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
1
Know the legislation and sources of
information relating to undertaking work on a
‘wet’ heating system or its associated controls
Context/Scope
Know the sources of information required when undertaking work on
wet’ heating systems:
 statutory regulations
 industry standards
 manufacturer technical instructions
Know the notification requirements for work on wet’ heating system:
 water undertaker
 building control or self-certification
2
Know the uses of central heating systems in
dwellings
State the purpose of central heating systems used in dwellings
Identify the different types of space heating systems used in dwellings:




3
Know the types of central heating system and
their layout requirements
full central heating
background heating
selective heating
two and one pipe systems
Identify the working principles of central heating systems:





pumped heating only system
pumped with gravity hot water
fully pumped with 2 x two port valves
fully pumped with a mid position valve
combination boiler with pumped heating
Annex 10a
NOS
Ref.
Further Guidance
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
4
Know the types of central heating system and
their layout requirements (continued)
Context/Scope
Annex 10a
NOS
Ref.
Further Guidance
Know the type of central heating system:
 open vented
- pumped heating only
- pumped with gravity hot water including heat sink
circuits
- fully pumped with 2 x two port valves
- fully pumped with a mid position valve
 Sealed system
- pumped heating only
- fully pumped with 2 x two port valves
- fully pumped with a mid position valve
- combination boiler with pumped heating
- system boiler with pumped heating
Know the system layout features for filling and venting systems:
 open vented systems
- feed and expansion cistern position
- pump position
- cold feed and open vent pipe connection
- methods of releasing air from the system
 sealed systems
- expansion vessel position
- pressure gauge, pressure relief valve and filling loop
position
- pump position
- methods of releasing air from the system
Know the layout features for systems that include micro and minibore
pipework
Know the general operating principles of solid fuel heat producing
appliances:
 open fire with high output back boilers
This requirement is specific to the
scheme relating to the installation of a
‘wet’ heating system connected to a solid
 room heaters
 cookers
 independent boilers
fuel burning appliance or its associated
controls
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
4
Know the types of central heating system and
their layout requirements (continued)
Context/Scope
Know the general operating principles of oil fired heat producing
appliances:
 pressure jet
- traditional boilers
- condensing boilers
- combination boilers
- freestanding boilers
- wall mounted boilers
- open flued boilers
- room sealed boiler
Annex 10a
NOS
Ref.
Further Guidance
This requirement is specific to the
scheme relating to the installation of a
‘wet’ heating system connected to an oilfired combustion appliance or its
associated controls
 vapourising
- open flued cookers
Know the general operating principles of gas fired heat producing
appliances:
 open flued boilers
 room sealed boilers
 traditional boilers
 condensing boilers
 combination boilers
 system boilers
 freestanding boilers
 wall mounted boilers
 fan assisted boilers

Know the operating principles of heat emitters:





panel radiators
column radiators
low surface temperature radiators
fan convectors
wall mounted
This requirement is specific to the
scheme relating to the installation of a
‘wet’ heating system connected to an
gas-fired combustion appliance or its
associated controls
 kick space
 towel warmers
 towel warmers with integral panel radiators
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
4
Know the types of central heating system and
their layout requirements (continued)
Context/Scope
Know the function and operating principles of central heating
components and controls:
 radiator valves – thermostatic and manual valves
 automatic air vents
 motorised valves – two port and three port mid position and
diverter
 hot water storage cylinders
 feed and expansion cisterns
 circulating pumps
 automatic bypass valves
 thermo-mechanical cylinder control valves
 anti gravity valves
 drain valves
 timing devices – clocks and programmers
 room thermostats
 cylinder thermostats and overheat protection devices
 frost and pipe combined thermostats
 other controls
- weather compensation
- delayed start
- optimum start
- home automation systems
Know the operating principles of devices used in central heating
systems to minimise the build-up of sediment
Know the system layout features for multiple boiler installations
incorporating low loss headers
Annex 10a
NOS
Ref.
Further Guidance
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
4
Know the types of ‘wet’ central heating system
and their layout requirements (continued)
Context/Scope





6
NOS
Ref.
Know how to analyse and interpret functional flow wiring diagrams to
determine the method of control operation for central heating
systems:




5
Annex 10a
pumped heating only systems
pumped heating systems with combination boilers
pumped heating with gravity hot water systems
fully pumped incorporating 3 port valves – mid position and diverter
valves
fully pumped incorporating 2 x two port valves
fully pumped incorporating hot water and multiple space heating
zones
fully pumped incorporating weather compensation, optimum start
or delayed start controllers
multiple boiler controls application
application of frost thermostats and boilers with pump overrun
facility
Know the pipework materials and fittings
required and be able to select the pipework
materials and fittings required to complete
work on ‘wet’ central heating system
 pipework materials
 pipework fittings and fixings
Know the installation requirements of ‘wet’
central heating systems and components and
be able to install ‘wet’ central heating systems
and components
Know the procedures required to assemble valves to radiators and
mount radiators on wall surfaces and be able to assemble heat emitter
components
M7,
Kn. j
M7,
Pf. 2, 9
SUMMES
10,
Kn. b
SUMMES
10,
Pf. 2
Be able to make pipework fixings to copper and low carbon steel
central heating system pipework
SUMMES
10,
Pf. 4
Further Guidance
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
6
Know the installation requirements of ‘wet’
central heating systems and components and
be able to install ‘wet’ central heating systems
and components (continued)
Context/Scope
Annex 10a
NOS Ref.
Know the positioning and fixing requirements of components in central
heating systems:
 radiator valves – thermostatic and manual valves
 automatic air vents
 motorised valves – two port and three port mid position and
diverter
 hot water storage cylinders
 feed and expansion cisterns
 circulating pumps
 automatic bypass valves
 thermo-mechanical cylinder control valves
 anti gravity valves
 drain valves
 timing devices – clocks and programmers
 room thermostats
 cylinder thermostats and overheat protection devices
 frost and pipe combined thermostats
Know suitable methods and how to position, fix and connect new
central heating pipework to components and be able to position, fix
and connect new central heating pipework to components






boilers
central heating control system components
heat emitters
hot water storage cylinders
feed and expansion cisterns
filling and venting components
Know suitable methods for making new central heating pipework
connections into existing central heating circuits:
 to a one system
SUMMES10,
K2
SUMMES10,
K2,K4
SUMMES10,
P4
SUMMES10,
K4
Further Guidance




to a two pipe system
to a microbore or minibore system
to copper pipework systems
to low carbon steel pipework system
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
6
7
Annex 10a
Context/Scope
NOS Ref.
Know the installation requirements of ‘wet’
central heating systems and components and
be able to install ‘wet’ central heating systems
and components (continued)
Be able to ensure that central heating components and pipework
systems cannot be brought into operation by the end user before the
work has been fully completed
SUMMES10,
P9
Know the inspection and soundness testing
requirements of ‘wet’ central heating systems
and components and be able to inspect and
soundness test ‘wet’ central heating systems
and components
Know the checks to be carried out during a visual inspection of a
central heating system to confirm that it is ready to be filled with water
and be able to carry out a visual inspection of a central heating system
to confirm that it is ready to be filled with water:
 open vented systems
 sealed systems
Know how to fill central heating systems with water at normal
operating pressure and check for leakage and be able to fill central
heating systems with water at normal operating pressure and check for
leakage:
 open vented systems
 sealed systems
Know how to carry out a soundness test to industry requirements on
central heating systems pipework and components and be able to
perform a soundness test to industry requirements on central heating
systems pipework and components
 metallic pipework systems
 plastic pipework systems
Know the actions that must be taken when inspection and testing
reveals defects in central heating systems:
 dealing with systems that do not meet correct installation
requirements
 remedial work associated with defective pipework bracketing
SUMMES25,
K1
SUMMES25,
P1,P2
SUMMES25,
K2
SUMMES25,
P2,P4
SUMMES25,
K1
SUMMES25,
P3,P4
SUMMES25,
K4
Further Guidance
 remedial work associated with defective control valves
 remedial work associated with leakage from pipework systems
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
7
8
Annex 10a
Context/Scope
NOS Ref.
Know the inspection and soundness testing
requirements of ‘wet’ central heating systems
and components and be able to inspect and
soundness test ‘wet’ central heating systems
and components (continued)
Know the flushing requirements including the use of chemical
treatments for new and existing central heating systems:
SUMMES27,
K3
 cold and hot flushing
 power flushing
SUMMES25,
P1,P2
Know the commissioning requirements of
‘wet’ central heating systems and components
and be able to commission ‘wet’ central
heating systems and components
Know the information sources and be able to interpret the information
sources required to complete commissioning work on central heating
systems
SUMMES27,
K1
Know the chemical treatment requirements for new and existing
central heating systems and be able to treat a central heating system
with appropriate additives:
 system additives
- neutralisers
- cleansers
- corrosion inhibitors
Know the method required to balance a central heating system during
commissioning activities and be able to balance a central heating
system to meet design requirements
SUMMES27,
K3
SUMMES25,
P4,P5
SUMMES27,
K2,K3
SUMMES27,
P3,P4
Be able to operate the system and take performance readings in order
to compare them to the design specifications:
 mechanical component readings
 electrical component readings
SUMMES27,
P3
Further Guidance
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
8
Know the commissioning requirements of
‘wet’ central heating systems and components
and be able to commission ‘wet’ central
heating systems and components (continued)
Annex 10a
Context/Scope
NOS Ref.
Be able to adjust system controls to establish that the system operates
to its design specifications
SUMMES27,
P3
Know the range of information that would be detailed on a
commissioning record for a central heating system and be able to
prepare commissioning records for completed systems
SUMMES27,
K6
SUMMES27,
P1
Know the procedure for notifying works carried out to the relevant
authority
Know the points to be covered when handing over a completed system
to the end-user and be able to instruct the end-user in the efficient and
effective operation of the system
SUMMES27,
K6
SUMMES27,
K7
SUMMES27,
P5
Know the actions that must be taken when commissioning reveals
defects in central heating systems:
 dealing with systems that do not meet correct installation
requirements
 defects in the connection of components in systems
 unbalanced systems – poor circulation
 poor boiler connection into a low loss header
 remedial work associated with defective components
SUMMES27,
K8
Further Guidance
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
9
Know the decommissioning requirements of
‘wet’ central heating systems and components
and be able to decommission ‘wet’ central
heating systems and components
Context/Scope
Know the working methods that reduce the periods during which
central heating systems are not available to building users
Annex 10a
NOS Ref.
SUMMES13,
K1, K3
Know the information that needs to be provided to other persons
before decommissioning work takes place and be able to advise
appropriate persons before central heating components or pipework
are isolated in order to undertake work
SUMMES13,
K2
Know how to temporarily decommission central heating and
connecting pipework systems and be able to carry out temporary
decommissioning of central heating system components and
connecting pipework systems
SUMMES13,
K4
Know the work sequences for permanently decommissioning central
heating and pipework systems
SUMMES13,
K4
Know the procedures for safely draining and disposing of central
heating system contents
SUMMES13,
K6
Know the methods used and be able to apply the methods used during
the decommissioning process to prevent the end-user from operating
the appliance or system:
SUMMES13,
K5
 isolation of the fuel/electricity supply to the system
 temporary capping of pipework sections
 use of warning notices and signs
SUMMES13,
P1
SUMMES13,
P3
SUMMES13,
P4
Further Guidance
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
9
Know the design techniques for ‘wet’ central
heating systems
Context/Scope
Know the factors which affect the selection of central heating systems
for dwellings
Annex 10a
NOS Ref.
SUMMES8,
K4
Know the criteria used when selecting heating system and component
types:





customers needs
building layout and features
suitability of system
energy efficiency
environmental impact
Know relevant information sources and be able to use relevant
information sources when undertaking design work on central heating
systems :




statutory regulations
industry standards
manufacturer technical instructions
verbal and written feedback from the customer
Know how to take measurements of building features in order to carry
out design calculations:
 from plans, drawings and specifications
 from site
Be able to obtain details of the customer job requirement:
 by face to face site visit
 by taking details from plans, drawings and specifications
Be able to discuss and agree initial system and component options with
the customer
SUMMES8,
K1,K2,K5
SUMMES8,
K3
SUMMES8,
P3
SUMMES8,
K3
SUMMES8,
P1,P2
SUMMES8,
P3 ,P5,P6
Further Guidance
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
9
Know the design techniques for ‘wet’ central
heating systems (continued)
Annex 10a
Context/Scope
NOS Ref.
Know appropriate options for the selection of system and control types
for single family dwellings
SUMMES8,
K3
Know the principles of heat loss and gain in dwellings:
 through the building fabric
 due to ventilation
Know how to evaluate the heating requirements of rooms in dwellings
when designing a central heating system:
 room size
 temperature required – indoor to outdoor
 air change rate
SUMMES8,
K2
SUMMES8,
K4
Know the selection criteria for boilers in dwellings in relation to:




space heating load
hot water heating load
heat loss from pipework
factors for intermittent heating
SUMMES8,
K4
Know the methods of calculating pipework sizes and component sizes
for ‘wet’ central heating systems and be able to calculate pipework
sizes and component sizes for ‘wet’ central heating systems:







pipe sizing calculations – space heating and hot water circuits
circulator pump sizing calculations
heat emitter size calculations
hot water heating load calculations
boiler size calculations
expansion vessels size calculations ( sealed central heating systems)
feed and expansion cistern size calculations (open vented systems)
SUMMES8,
K4,K9
SUMMES8,
P7
Further Guidance
Area of Competence
‘Wet’ Heating Systems Installation Work (Domestic)
Competence requirement
The installer must:
9
Know the design techniques for ‘wet’ central
heating systems (continued)
Context/Scope
Annex 10a
NOS Ref.
Know how to specify the positioning, fixing and connection
requirements of new central heating components for sealed central
heating systems:
 connections to a boiler
 multiple boiler installations with low loss headers
 fully pumped central heating control components – mid position or
2 x two port valve arrangement
 sealed system components
 connections to panel radiators
 connections to hot water cylinder
Know how to present and be able to present design calculations in an
acceptable format:
 using basic not to scale line drawings
 details for insertion into a quotation or tender for work in a smallscale dwelling
SUMMES8,
K2, K3
SUMMES8,
K10
SUMMES8,
P8
Further Guidance
Annex 10a - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for ‘Wet’ Heating Systems Installation Work
WRAS Water Regulations Guide
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document L (2010 Edition)
Domestic Building Services Compliance Guide (2010 Edition)
BS EN 12828:2003 Heating systems in buildings. Design for water-based heating
systems
BS EN 12831:2003 Heating systems in buildings. Method for calculation of the design
heat load
BS EN 14336:2004 Heating systems in buildings. Installation and commissioning of
water based heating systems
Annex 10b – Underfloor heating
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Annex 10b – Common Minimum Technical Competency Requirements for ‘Wet’ Central Heating
Systems Installation Work (Underfloor Heating)
Routes to demonstrating required competence
Inspection / Assessment
Route
1
2
3
4
Qualifications/Certification
Experience / Evidence
QCF unit achievement of unit(s):
L/503/6986; and
F/503/6984
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification.
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
* Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
1
Know the types and layouts of underfloor
warm water heating and cooling pipework
system
Context/Scope
Annex 10B
NOS Ref.
Know the types system installation:
 systems with pipes in the weight-bearing layer (screed) – Type A
construction detail
 systems with pipes under the weight-bearing layer (screed or
timber) Type B construction detail
 systems with pipes in an adjustment screed - Type C construction
detail
 systems including Raised Access Floors/modular wood and nonType A,B & C
Know and recognise following system components:










system manifold/pump station
clip rails and staple clips
screed system plates
pocketed polystyrene products
heat emission/transfer plates
floating floor panels
reflective foil insulation
bend supports
polythene protection layer
pipe
Know and be able to identify suitable a location for the system
manifold(s) in relation to:
BSEN 1264-4:2009 4.1.2.8.2
SUMMES8
K8
SUMMES8,
K9
SUMMES9,
K3
SUMMES9,
P6, K3, K4
 heat source
 primary pipework
 underfloor circuits
Identify the typical layouts for pipework from the system manifold/
pump station:
 series pattern constant spacing
Further Guidance
SUMMES9,
K3, K4
 series pattern modified spacing
 spiral pattern constant spacing
 spiral pattern modified spacing
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
1
Know the types and layouts of underfloor
warm water heating and cooling pipework
system (continued)
Annex 10B
Context/Scope
NOS Ref.
State the typical minimum spacing requirement between the room
perimeter and an underfloor circuit
SUMMES9,
K3
State the typical pipe spacing requirements for UFH circuits in:





2
Know the structural pre-condition
requirements to enable warm water floor
heating and cooling pipework installation
older buildings
buildings heated by a heat pump
small rooms with two or three outside walls
corner bathrooms
corridors with large glass areas
 conservatories
Know the structural pre-condition requirements in relation to the
external building envelope
Heat Emitter Guide (Relevant to heat
pumps only)
SUMMES9,
K3
SUMMES7
K5, K12
Know the structural pre-condition requirements in relation to the
internal building services installations:
 the stage of completion of the internal building services
installations
 the method and standard of work to which the internal building
services installations have been carried out
3
Know the requirements relating to the
positioning and installation of peripheral
insulating strips and protective layers
parts of the structure that require a peripheral insulating strip
secure positioning/fixing requirements
the height of the peripheral insulating strip
allowance for screed movement
the final trimming of peripheral insulating strips
Know the requirements for positioning and installing of protective
layers in relation to:
 overlaps at joints and taping
BSEN 1264-4:2009 4.1.1
Ref: BSEN 1264-4:2009 4.1.1
4.1.2.1
SUMMES7
K5, K12
Know the requirements for positioning and installing of peripheral
insulating strips in relation to:





Further Guidance
BSEN 1264-4:2009 4.1.2.2.2
SUMMES9
K3
SUMMES9
K3
BSEN 1264-4:2009
4.1.2.3
 the arrangement where the protective layer meets the
peripheral insulating strip
 the requirement when synthetic resin screeds or calcium
sulphate screeds are specified.
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
4
Know the types of piping material that are
suitable for underfloor warm water heating
and cooling pipework systems
Context/Scope
Know the preparatory requirements for
underfloor warm water heating and cooling
pipework installation work
 plastic piping
 composite piping
Know how to cross check, using the industry rule of thumb method
that pipe circuit lengths are broadly appropriate
Know the requirements relating to the
installation of piping in underfloor warm water
heating and cooling systems
Further Guidance
BSEN 1264-4:2009 4.1.2.2.2
SUMMES8
K9
SUMMES8
K9
BSEN 1264-4:2009 4.1.2.3
Know the information that needs to be available to enable the work
to proceed:
 written information
 diagrammatic information
6
NOS Ref.
Know suitable piping material types and grades:
Know the recommended material types and grades in relation to
the protection of the system against corrosion
5
Annex 10B
SUMMES7
K2, K5
SUMMES7
K2, K5
Know the handling requirements in relation to:
 transportation of underfloor pipework
 storage of underfloor pipework
State the potential issues associated with installing plastic pipework
when the ambient temperature is low
Identify work methods that address the issues associated with
installing plastic pipework when the ambient temperature is low
SUMMES7
K11, K12
SUMMES9
K2
CIBSE Underfloor Heating Design and
Installation Guide P.22
SUMMES9
K2
State the bending radius requirements for pipework:
 minimum bend radius
 other requirements
State the clearance requirements in relation to minimum distances
from:
BSEN 1264-4:2009
4.1.2.6.1
SUMMES9
K2, K3
SUMMES9
K3
BSEN 1264-4:2009
4.1.2.6.3
BSEN 1264-4:2009
4.1.2.6.1
 vertical structures
 smoke ducts and open fireplaces, open or walled shafts, lift
wells.
 External and internal walls to pipe
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
6
Know the requirements relating to the
installation of piping in underfloor warm water
heating and cooling systems (continued)
Context/Scope
Annex 10B
NOS Ref.
Know the requirements where pipework couplings are used with
the floor construction in relation to:




types of coupling
method of securing and sealing the coupling
record requirements/ pressure tests
record locations of repair joins
Further Guidance
BSEN 1264-4:2009 4.1.2.6.4
SUMMES9
K2, K3
Know the requirements for sleeving of pipework
 adjacent to manifolds
 at floor expansion joints
 other locations
SUMMES9
K2, K3
Know acceptable pipe support and fixing methods for:
 solid floor/screed finished structures
 solid floor/floating floor structures
 Suspended timber floor structures
SUMMES9
K2, K3
Know the requirements for the attachment of piping in relation to:
 vertical deviation limits
 horizontal deviation limits
 attachment spacing
BSEN 1264-4:2009 4.1.2.7
SUMMES9
K2, K3
Know the requirements where underfloor heating pipework crosses
thermal movement joints in Type A and Type C floor screeds in
relation to:
 the purpose of the pipework crossing the joint
 the levels of the pipework crossing the joint
 the requirements for insulation sleeving
Know the typical requirements for installing temperature control
BSEN 1264-4:2009 4.1.2.8.5
SUMMES9
K2, K3
SUMMES9
probe conduit in relation to:
 room perimeter
 UFH circuit pipework
 thermostat location
K2, K3
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
6
Know the requirements relating to the
installation of piping in underfloor warm water
heating and cooling systems (continued)
7
Know the requirements relating to the leak
testing of piping
Annex 10B
Context/Scope
NOS Ref.
Know when there may potential requirement for pipework
insulation where underfloor heating pipework passes through a
room to supply a circuit in another room.
SUMMES9
K2, K3
Know the accepted methods of leak testing
SUMMES9
K8
SUMMES 27
K1
Know the test pressure requirements for standard s ystems:




minimum test pressure
maximum test pressure
test duration
pass criteria
Know the requirements when water is being used for leak testing
and there is a risk of freezing
8
Be able to install an underfloor warm water
heating and cooling pipework system to a solid
floor construction (screeded)
Be able to identify the tools, equipment and materials required for
the installation
Be able to undertake the necessary pre-installation checks and
preparatory work
Be able to install the underfloor warm water heating and cooling
pipework system and any associated components in accordance
with regulatory requirements and recognised industry practice
9
Be able to install an underfloor warm water
heating and cooling pipework system to a
suspended floor construction (timber)
Be able to identify the tools, equipment and materials required for
the installation
Be able to undertake the necessary pre-installation checks and
preparatory work
Further Guidance
CIBSE Underfloor Heating Design and
Installation Guide P.24
BSEN 1264-4:2009 4.1.3
BSEN 1264-4:2009 4.1.3
SUMMES9
K8, K9
SUMMES27
K1
SUMMES9
K8, K9
SUMMES27
K1
SUMMES9
P2, P5
SUMMES9
P4
SUMMES9
P6, P7, P8,
P9, P10
SUMMES9
P2, P5
SUMMES9
P4
BSEN 1264-4:2009 4.1.3
Be able to install the underfloor warm water heating and cooling
pipework system and any associated components in accordance
with regulatory requirements and recognised industry practice
SUMMES9
P6, P7, P8,
P9, P10
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
10
Be able to inspect and test an underfloor
warm water heating and cooling pipework
system
Context/Scope
Be able to inspect a completed underfloor warm water heating and
cooling pipework system installation for compliance with the
installation specification, regulatory requirements and recognised
industry practice.
Be able to identify and obtain the equipment required to perform a
hydraulic soundness test and check that the equipment is in a safe,
usable condition.
Be able to perform a hydraulic soundness test on a completed
underfloor warm water heating and cooling pipework system
installation in accordance with the installation specification,
regulatory requirements and recognised industry practice.
Be able to obtain written acceptance from the authorised person
that the completed underfloor warm water heating and cooling
pipework system installation is installed and tested in accordance
with the installation specification, regulatory requirements and
recognised industry practice.
11
Know the recommended minimum standards
for compliance with the building regulations
relating to warm water underfloor heating
system installation work.
Annex 10B
NOS Ref.
SUMMES9
P12
SUMMES27
P1, P2
SUMMES9
P12
SUMMES9
P12
SUMMES27
P3
system temperature control
room temperature control
time control
requirements for heating zones
heat source control
floor insulation
minimising distribution losses
system corrosion protection
system commissioning
BSEN 1264-4:2009 4.1.3
SUMMES9
P12
SUMMES27
P3
Knows how to interpret building regulation/building standards
guidance documentation as relevant to warm water underfloor
heating installation work to identify the recommended minimum
standards in relation to:









Further Guidance
Domestic Building Services Compliance
Guide, Section 7
SUMMES7
K2
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
12
Know industry recognised sources of guidance
relating to warm water underfloor heating
system installation work.
13
Know the purpose and features and/or
operational characteristics of warm water
underfloor heating control components
Context/Scope
Know the requirements of different types of
warm water underfloor heating system
arrangements between the heat source and
the underfloor heating system manifold
NOS Ref.
Know industry recognised sources of guidance:
 British/European Standards
 other publications
SUMMES7
K2
Know the purpose features and/or operational characteristics of the
following components:






14
Annex 10B
system manifold
thermostatic mixing valve (self-acting)
thermal actuator
zone controller
electronic water temperature control sets (with mixing valve)
master controller
SUMMES8
K9
SUMMES9
K3
Know the typical pipework layout, component requirements and
component positions for:
 systems with a hot water storage cylinder but without a radiator
zone
 systems with a hot water storage cylinder and a radiator zone
 systems with a combination boiler but without a radiator zone
 systems with a combination boiler and a radiator zone
 systems with a heat pump
 open vented systems
 sealed systems
Further Guidance
BS EN 1264
CIBSE Underfloor Heating Design and
Installation Guide
BSRIA Underfloor Heating and Cooling
Guide
UHMA/TACMA Controls Guide
Screeds with underfloor heating Guidance for a defect-free interface (IEP
11/2003)
CIBSE Underfloor Heating Design and
Installation Guide P.26-28
BSRIA Underfloor Heating and Cooling
Guide P. 50 -.52
BSRIA Underfloor Heating and Cooling
Guide P. 44 (partial coverage only)
SUMMES8
K9
SUMMES9
K3
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
15
Know the options, operating principles,
component requirements and operating
sequences of warm water underfloor heating
time and temperature control arrangements
Context/Scope
Annex 10B
NOS Ref.
Further Guidance
Know the following warm water underfloor heating electrical
control system options:





low voltage
networked
230v
wireless
dial / programmable options
SUMMES8
K9
SUMMES9
K3
Know the positioning requirements for warm water underfloor
heating system electrical controls:
 room temperature controls
 flow temperature high limit thermostat
SUMMES9
K3
Know the operating principles of:
 a weather compensation flow temperature control arrangement
 a ‘night’ or ‘unoccupied’ set back control arrangement
 an optimisation control arrangement
SUMMES8
K9
SUMMES9
K3
Know the typical component requirements for:
 a weather compensation flow temperature control arrangement
 a ‘night’ or ‘unoccupied’ set back control arrangement
 an optimisation control arrangement
SUMMES8
K9
SUMMES9
K3
Know the typical control operating sequence for:
 a weather compensation flow temperature control arrangement
 a ‘night’ or ‘unoccupied’ set back control arrangement
 an optimisation control arrangement
SUMMES8
K9
SUMMES9
K3
BSRIA Underfloor Heating and Cooling
Guide P. 45 and P. 53-57 (partial
coverage only)
UHMA/TACMA Guide
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
15
Know the options, operating principles,
component requirements and operating
sequences of warm water underfloor heating
time and temperature control arrangements
(continued)
Context/Scope
Annex 10B
NOS Ref.
Know the positioning requirements for:
 weather compensation
 flow temperature sensor(s)
 external temperature sensor(s)
 internal temperature sensor(s)
 optimisation
 external temperature sensor(s)
 internal temperature sensor(s)
SUMMES9
K3
Know the suitability of night set-back and/or optimisation control
arrangements in relation to:
 thermal response requirements
 temperature modulation arrangements
16
Know the fundamental principles of warm
water underfloor heating system design to
achieve optimal system operation
Further Guidance
Know the features of the spatial temperature profile that is
achieved through the use underfloor heating systems
Know the minimum information requirements to enable system
design to achieve optimal system operation
BSRIA Underfloor Heating and Cooling
Guide P. 57
SUMMES8
K4
SUMMES8
K4
SUMMES8
K3, K7
Know the suitability of the following heat sources for use with warm
water underfloor heating systems:







high efficiency gas and oil fired condensing boilers
non-condensing gas and oil fired boilers
micro-Combined Heat and Power (mCHP) units
biomass stoves and boilers
heat pumps
solar thermal collectors in support of one of the above
electric boilers
BSRIA Underfloor Heating and Cooling
Guide P. 5
BSRIA Underfloor Heating and Cooling
Guide P. 63 -76
SUMMES8
K4
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
16
Know the fundamental principles of warm
water underfloor heating system design to
achieve optimal system operation (continued)
Context/Scope
Annex 10B
NOS Ref.
Know the factors that affect the heat output from a warm water
underfloor heating system
SUMMES8
K4
Know the industry recommended design values for:





external air temperature
room temperatures
air change rates
allowance for high ceilings
allowance for intermittent heating
SUMMES8
K4
occupied areas
peripheral areas
bathroom or similar areas
heat sensitive floor coverings
BSRIA Underfloor Heating and Cooling
Guide P. 14
SUMMES8
K4
Know the industry recommended maximum floor covering
resistance value (m2K/W and TOG) for use with warm water
underfloor heating systems
SUMMES8
K4
2
Know typical floor covering resistance values (m K/W and TOG) for:
 ceramics, stone slate
 parquet blocks, synthetic fibre
 carpets and heavy parquet blocks
BSRIA Underfloor Heating and Cooling
Guide P. 8
CIBSE Underfloor Heating Design and
Installation Guide P.11, P12, P13
Know the industry recommended maximum floor surface
temperatures design guidance/values for:




Further Guidance
SUMMES8
K4
CIBSE Underfloor Heating Design and
Installation Guide P.14
CIBSE Underfloor Heating Design and
Installation Guide P.9
 deep pile carpets
 timber flooring
Know which building types and room types should be given special
consideration when designing an underfloor heating system
SUMMES8
K4
CIBSE Underfloor Heating Design and
Installation Guide P.10
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
16
Know the fundamental principles of warm
water underfloor heating system design to
achieve optimal system operation (continued)
Context/Scope
Annex 10B
NOS Ref.
Know how to establish the total heated floor area available in
relation to:
 permanent fixtures
 other fixtures
 provision for floor covering fixings at the perimeter of the room
Know the potential effect of heat build-up if areas of an underfloor
heating circuit are covered with thermally insulating structures e.g.
bath, kitchen units
BSRIA Underfloor Heating and Cooling
Guide P. 35
SUMMES8
K4, K9
SUMMES8
K4
2
Know how the heat output requirement (W/m ) is identified in
relation to:
 heat required in the space
 total heated floor area available
C
SUMMES8
K4, K9
BSRIA Underfloor Heating and Cooling
Guide P. 36
SUMMES8
K4, K9
Know which factors determine the surface temperature and heat
output achieved from an underfloor heating circuit:
 constrained factors
 variable factors
17
Know the fundamental principles of warm
water underfloor heating component sizing
and component selection and/or positioning
Know the factors that determine the system manifold (including
pump/control group) requirements.
Know how to determine optimum system manifold position
requirements in relation to:
 individual heating circuit pipework lengths
BSRIA Underfloor Heating and Cooling
Guide P. 35
BSRIA Underfloor Heating and Cooling
Guide P. 35
Know how to establish the floor surface temperature requirement
C
(o ) in relation to:
 the operative temperature (o )
3
 the surface heat transfer coefficient (W/m K)
Further Guidance
BSRIA Underfloor Heating and Cooling
Guide P. 36
SUMMES8
K4
SUMMES8
K4, K9
SUMMES8
K4, K8
 lengths of pipework that supply other circuits but do not form
part of
the heating for a room
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
18
Know the requirements to commission hot
water underfloor heating system installations
Context/Scope
Annex 10B
NOS Ref.
State what information will or may need to be available to enable
commissioning activities in relation to:
 floor types
 system set-up and adjustment
CIBSE Underfloor Heating Design and
Installation Guide P.35
SUMMES27
K1
Confirm the conditions that need to exist to commence
commissioning activities in relation to:







pre-commissioning testing and cleaning of system pipework
system water treatment
curing of floor screeds
initial setting of valves and thermostats
safety checks
visual inspection requirements
installation of floor coverings
Know what specialist equipment needs to be available to enable
commissioning and filling activities
CIBSE Underfloor Heating Design and
Installation Guide P.35 and P. 36
SUMMES27
K2
SUMMES7
K10
Know the fundamental principles of each industry commissioning
method:
 water flow meter method
 return temperature method
 pre-setting valve method
Know the requirements for the recording of the commissioning
activities
Further Guidance
CIBSE Underfloor Heating Design and
Installation Guide P.35
CIBSE Underfloor Heating Design and
Installation Guide P.35 and P. 36
SUMMES27
K2
SUMMES27
K6
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Competence requirement
The installer must:
19
Be able to commission a warm water
underfloor heating system installation
Annex 10B
Context/Scope
NOS Ref.
Be able to obtain the information required to enable commissioning
activities
Be able to confirm that the conditions required to commence
commissioning activities exist
SUMMES27
P1
Further Guidance
SUMMES27
P2
Be able to commission a warm water underfloor heating system
installation in accordance with:
 manufacturer’s instructions
 system design specification
 industry recognised procedures
Be able to correctly complete a record of commissioning activities
20
Know the requirements to handover warm
water underfloor heating system installations
Identify pre-handover check requirements
SUMMES27
P3, P4
SUMMES27
P5
BSRIA Underfloor Heating and Cooling
Guide, Appendix B, Final Inspection
Checklist
SUMMES27
K7
Confirm the industry handover procedures in relation to the:
 provision of written information
 provision of diagrammatic information
 provision of verbal information/demonstration relating to system
operation and use
SUMMES27
K7
Written Information
 Guarantees/warranty
 Testing and commissioning certificates
 Water treatment records
 User manuals/guides
 Installer details
 mechanical
 electrical
Diagrammatic Information
 Hydraulic schematic
 Wiring schematic
Verbal information/ demonstration
 Setting of controls
 Awareness of the effect that changing
to a different type of floor covering
may have on system output
 Awareness of which system
components should only be adjusted
by a competent engineer
Annex 10B - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
‘Wet’ Central Heating Systems Installation Work (Underfloor Heating)
Building Regulations - Approved Document L
The Domestic Building Services Compliance Guide, 2010
Water Regulations Guide (WRAS)
BS EN 1264 Parts 1-5 – Water based surface embedded heating and cooling
systems
CIBSE Underfloor Heating Design and Installation Guide
BSRIA Underfloor Heating and Cooling Guide
UHMA/TACMA Controls Guide
Screeds with underfloor heating - Guidance for a defect-free interface (IEP
11/2003)
•
•
• Water Supply (Water Fittings) Regulations 1999
• DEFRA – Water Regulations Guidance Note
•
• BS6700 Design, installation, testing and maintenance of services supplying water for domestic use within buildings
•
• HVCA Installation and Testing of Pipework Systems Part 4 - ‘Wet’ Central Heating Service HWS
[TR20/4]
Annex 10c – ‘Wet’ Central Heating systems (Non-domestic)
Annex 10c - Common Minimum Technical Competency Requirements for ‘Wet’ Central Heating
Systems Installation Work (Non-Domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
1a
1b
Qualifications/Accreditation
Experience / Evidence
Level 3 NVQ Diploma in Heating and Ventilating
Industrial and Commercial Installation (QCF); or
Level 3 SVQ Heating and Ventilating Industrial and
Commercial Installation
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF unit achievement of unit(s):
K/602/4855 - Understand industrial and
commercial heating system installation and precommissioning techniques (Level 3); and
Y/602/4897 - Install H&V industrial and
commercial systems (Level)
On –Site
Off-Site
Yes
No
Yes
No
Yes
Yes
SCQF unit achievement of unit(s):
F9NH 04 - Install, Test and Commission Hot and
Cold Water Systems
2
3
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 3: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial hot water heating
systems
Context/Scope
Know the operating and working principles of industrial and
commercial hot water heating systems including:





Low temperature hot water
Medium temperature hot water
High temperature hot water
Factors to determine system selection
Key regulations relevant to the installation
Know the operating principles of different appliance types that are
connected to hot water heating systems, including:
 Boilers, fired by solid fuel, gas or oil including:
 High efficiency
 Modular
 Cast iron sectional
 Steel shell
 Copper or steel water tube
Know the working principles of all hot water heating components
including:
 Low temperature hot water systems
 Medium temperature hot water systems
 High temperature hot water systems
Know how to determine pipe sizing requirements in relationship to
loading in hot water heating systems including:
 Low temperature hot water heating
 Medium temperature hot water heating
 High temperature hot water heating
Know hot water heating system layout requirements for hot water
Annex 10C
NOS Ref.
Further Guidance
heating systems including:
 Low temperature hot water heating
 Medium temperature hot water heating
 High temperature hot water heating
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial hot water heating
systems (continued)
2
Know the legislative and organisational
procedures related to all industrial and
commercial hot water heating systems work
activities
Context/Scope
Know the positioning of selected components in hot water heating
systems
Know and apply appropriate sources of health and safety information
as they relate to the:
 Installation
 Testing
 Commissioning
of hot water heating systems
Know how to interpret and apply regulations, codes of practice, and
industry recommendations appropriate to the:
 Installation
 Testing
 Commissioning
of hot water heating systems
Know the actions that should be taken to liaise with other persons
during the:
 Installation
 Testing
 Commissioning
Explain how to prevent the inadvertent operation of the installed
system during work activities
3
Know how to and be able to complete
preparation work for industrial and
commercial hot water heating system
installation activities
Know how to and be able to undertake visual inspections and tests
required in the work location to determine preparation requirements
to:
Annex 10C
NOS Ref.
Further Guidance
 Install
 Test
 Commission
hot water heating systems
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
3
Know how to and be able to complete
preparation work for industrial and
commercial hot water heating system
installation activities (continued)
Context/Scope
Be able to confirm that job information and documentation for hot
water heating system installation is available and appropriate
including:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Verbal instructions
Be able to use job information and documentation to ensure that the
following is fit for purpose:
 Equipment
 Tools
 Labour resources
Be able to confirm that authorisation has been obtained from the
relevant person(s) prior to commencement of the work.
Know how to evaluate the work location to determine planning
requirements
Know how to and be able to select pipework materials and fittings
required to complete work on hot water heating systems and check
them for damage
Be able to complete preparatory work for the installation of hot water
heating systems include:
 Use of material and equipment requisites where appropriate
 Confirmation that the selection of material, equipment and
components are compatible to the installation
 Confirmation that the work location is ready for installation
activities
Annex 10C
NOS Ref.
Further Guidance
 Confirmation of secure site storage for tools, equipment, materials
and components
 Confirmation of suitable access equipment
 Confirmation of suitable lifting equipment where required
 Completion of risk assessments
 Completion of method statements
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
4
Know the procedures and be able to apply the
procedures for identifying industrial and
commercial hot water heating systems,
equipment and components
Context/Scope
Know how to evaluate site drawings, plans and the work location to
determine specific heating installation requirements
Know how to interpret and apply appropriate sources of information
when determining hot water heating installation requirements:
 Statutory Regulations
 Codes of Practice
 Industry Standards
 Industry Guides/Good Practice Guides
Be able to confirm that the proposed job specification for a hot water
heating installation complies with:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Know how to evaluate possible proposals to determine how well they
meet:
 Site structures and features
 Industry requirements
Know how to critically compare the range of environmentally friendly
materials, products, procedures and energy efficiency devices and
make recommendations for their use
Know how to determine the size and specification of components to
be used within hot water heating systems including:
 Low temperature hot water
 Medium temperature hot water
Annex 10C
NOS Ref.
Further Guidance
 High temperature hot water
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
5
Know how to and be able to install industrial
and commercial hot water heating systems
Context/Scope
Know the methodologies to measure and record site details for
installation purposes
Be able to verify that job information applicable to the installation
process is available and conforms to:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Know how to interpret and apply information for the installation of hot
water heating systems from:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Be able to verify that materials, tools, equipment and resources
necessary for the installation of hot water heating systems are:




Available as required
Safely and securely stored
Meet industry requirements
Fit for intended purpose
Be able to position and fix control components for industrial and
commercial hot water heating systems.
Be able to Inspect and confirm that all aspects of the installation
process conforms with industry requirements, including:
Annex 10C
NOS Ref.
Further Guidance






Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Verbal instructions
Manufacturer’s instructions
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
5
Know how to and be able to install industrial
and commercial hot water heating systems
(continued)
6
Know the procedures and be able to complete
the procedures for soundness testing
industrial and commercial hot water heating
systems
Context/Scope
Be able to apply methods of working that ensures that any damage to
customer/client property and building features is avoided during work
activities
Know how to interpret and apply information for the soundness testing
of hot water heating systems:





Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications
Know how to Identify the requirements of hot water heating systems
to confirm that they are ready to receive soundness tests to cover:
 Pipework
 Appliances
 Components
Be able to confirm through visual inspections that the following
systems conform with industry requirements and is ready to receive a
soundness test:
 Unvented
 Secondary circulation
 Instantaneous (plate heat exchanger)
Know how to specify procedures for flushing and charging all industrial
and commercial hot water heating systems
Be able to verify that procedures for:
 Cleaning
 Flushing
 Charging
Annex 10C
NOS Ref.
Further Guidance
industrial and commercial hot water heating systems have been
carried out in accordance with industry requirements
Know how to and be able to check and confirm that input services
adequately meet industrial and commercial hot water heating system
requirements.
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
6
Know the procedures and be able to complete
the procedures for soundness testing
industrial and commercial hot water heating
systems (continued)
Context/Scope
Know the procedures for and be able to carry out a soundness test on
industrial and commercial hot water heating systems.
Know the information that would be required to complete precommissioning documentation in order to ensure the safe precommissioning of systems and components
Be able to implement pre-commissioning tests and checks in
accordance with appropriate industry requirements, including:




Statutory Regulations
Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
 Verbal instructions
Be able to implement checks to confirm:




System cleanliness
Use of additives where appropriate
System is charged
Un-commissioned systems and components cannot be activated
Annex 10C
NOS Ref.
Further Guidance
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
7
Know the procedures and be able to complete
the procedures for commissioning industrial
and commercial hot water heating systems
Context/Scope
Know how to interpret and apply appropriate sources of information
on the performance of hot water heating systems including:



Low temperature hot water heating
Medium temperature hot water heating
High temperature hot water heating
Know the procedures for and be able to complete the procedures for
establishing correct mechanical, electrical and control performance for
the following:
Systems –
 Low temperature hot water heating
 Medium temperature hot water heating
 High temperature hot water heating
Appliances –
 Boilers, fired by solid fuel, gas or oil
 High efficiency
 Modular
 Cast iron sectional
 Steel shell
 Copper or steel water tube
Components –
 Hot water storage vessels
 Radiators
 Convector heaters, natural and assisted
 Panel heaters
 Ceiling coils
 Thermostatic control of hot water heating systems
 Time control of hot water heating systems
 Energy management systems
 Motorised valves
Annex 10C
NOS Ref.
Further Guidance



Pumps/accelerators
Temperature and pressure relief valves
Expansion vessels
Area of Competence
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Competence requirement
The installer must:
7
Know the procedures and be able to complete
the procedures for commissioning industrial
and commercial hot water heating systems
(continued)
Context/Scope
Know procedures for commissioning hot water heating systems and
components in accordance with project specifications
Know the points in the commissioning process where co-operation and
liaison with other trades and clients/customers may be required
Know the information that would be required to complete
commissioning documentation in order to ensure the safe
commissioning of systems and components
Know the actions to take when components being commissioned do
not meet performance requirements
Annex 10C
NOS Ref.
Further Guidance
Annex 10c - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
‘Wet’ Central Heating Systems Installation Work (Non-Domestic)
Building Regulations - Approved Documents G & L
The Non-domestic Building Services Compliance Guide
Water Regulations Guide (WRAS)
BS EN 806 Parts 1-4 – Installations inside buildings conveying water for human
consumption
HVCA Installation and Testing of Pipework Systems Part 4 - ‘Wet’ Central Heating
Service HWS [TR20/4]
BSRIA Model Commissioning Plan (BG 8/2009)
Annex 10d – Warm air heating (Domestic)
Annex 10D - Common Minimum Technical Competency Requirements for warm air heating systems
installation (Domestic)
Routes to demonstrating required competence
Route
Qualifications/Certification
Experience / Evidence
To be agreed
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
1a
1b
2
3
4
QCF unit achievement of unit(s):
M/502/8931 - Understand and apply domestic
warm air heating installation and maintenance
techniques (Level 3); and
T/502/8932 - Install, commission, service and
maintain domestic warm air heating installation
and maintenance techniques (Level 3)
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Warm air heating system installation work (Domestic)
Competence requirement
The installer must:
1
Know the uses of warm air heating systems in
dwellings
Context/Scope
Know the purpose of warm air heating systems used in dwellings
Know the different types of warm air heating systems used in dwellings
 Full warm air
 Combined warm air and conventional wet central heating
 Combined warm air and hot water circulator
2
Know the types, and layout requirements, of
warm air heating systems
Know the operating principles of warm air units used in dwellings:
 Centralised systems
– Down flow
– Up flow
– Cross flow (horizontal)
– Units with hot water circulator
– Slot-fit
Know the warm air ductwork system layout features for dwellings
 Stepped duct
 Extended plenum duct
 Radial duct
 Stub duct
Know the types of ductwork materials used within warm air heating
systems
 Stainless and galvanised steel
 Aluminium
 Plastic – ABS thermoplastic
 Plastic – Polyurethane duct board
 Plastic – Fibreglass duct board
 Flexible tubing (all types
Annex 10D
NOS Ref.
Further Guidance
Know the requirements of diffusers used in warm air heating systems

Wall mounted (register)

Ceiling mounted

Floor mounted

Balancing damper arrangement (floor mounted diffusers)
Area of Competence
Warm air heating system installation work (Domestic)
Competence requirement
The installer must:
2
Know the types of, and layout requirements of
warm air heating systems (continued)
Context/Scope
Annex 10D
NOS Ref.
Further Guidance
Know the requirements for controls used in warm air heating systems

Programmer/timing device

System temperature control thermostats

Overheat/limit thermostats

Fan switch/fan delay units

Low limit thermostats
Know the system layout features for return air ductwork

Return air grille positioning

Return air ducting

Relief air grille positioning
Know the methods of providing relief air openings within dwellings
that contain warm air heating systems
3
Know how, and be able to, select warm air
heating systems and components
Be able to obtain details of the customer job requirement

By face to face site visit

By taking details from plans, drawings and specifications
Know how to select warm air heating system and component types
based on

Customers needs

Building layout and features

Suitability of system

Energy efficiency


Environmental impact
Know how to define the factors which affect the selection of warm air
heating systems for single occupancy dwellings
Be able to discuss and agree initial system and component options with
the customer

Warm air heating systems

Hot water systems (as part of warm air installation)
Area of Competence
Warm air heating system installation work (Domestic)
Competence requirement
The installer must:
3
Know how, and be able to, select warm air
heating systems and components (continued)
Context/Scope
Know how to interpret, and be able to use, information sources when
undertaking design work on warm air heating systems

Statutory regulations

Industry standards

Manufacturer technical instructions

Verbal and written feedback from the customer
Know how to take measurements of building features in order to carry
out design calculations

From plans, drawings and specifications

From site
Know how to evaluate the heating requirements of rooms in dwellings
when designing warm air heating systems

Room size

Temperature required – indoor to outdoor

Air changes
Know how, and be able to calculate the heat losses and the component
sizes for warm air heating systems in single occupancy dwellings

Unit with suitable heat output for the dwelling

Ductwork
- Outflow
- Return air

Relief air inlets

Diffuser size
Know how to calculate relief air requirements for warm air heating
systems
Be able to calculate the size and quantities of components required for
systems installation
Be able to present design calculations and information to the customer
Annex 10D
NOS Ref.
Further Guidance
Be able to obtain agreement from the customer to progress warm air
heating work

Items of small jobbing (maintenance) type work

Full system/component installation work
Be able to apply changes to customer job requirements and obtain
customer agreement to those changes
Area of Competence
Warm air heating system installation work (Domestic)
Competence requirement
The installer must:
4
Know, and be able to, prepare work sites for
the installation of warm air heating systems
and components
Context/Scope
Know how to identify the sources of information required when
carrying out work on warm air heating systems
 Statutory regulations
 Industry standards
 Manufacturer technical instructions
Know how to Identify the preparatory work required to be carried out
to the building fabric in order to install and commission warm air
heating systems
Be able to check the safety of the work location in order for the work
to safely proceed
 Safe access and exit
 Immediate work location e.g. tripping hazards
 Appropriate risk assessments/ method statements are available
Be able to prepare a safe and unobstructed access route to the work
areas to carry out installation work
Know and wear Personal Protective Equipment relevant to the
installation and commissioning task being carried out
Know how to, identify and apply the protection measures required to
the building fabric or customer property, during and on completion of
work on warm air heating systems and components
Know how to specify the fire stopping arrangements required under
statutory legislation as it applies to warm air ductwork passing
between fire compartments in a dwelling
Annex 10D
NOS Ref.
Further Guidance
Know how to identify and select ductwork materials and fittings
required to complete work on warm air heating systems, ensuring that
they are not damaged
Know how to identify the hand and power tools required, and arrange
for them to be available to complete work on warm air heating systems
Be able to carry out preparatory work in order to install warm air
heating systems
Area of Competence
Warm air heating system installation work (Domestic)
Competence requirement
The installer must:
5
Know how, and be able, to install warm air
heating systems and connecting ductwork
Context/Scope
Be able to comply with health and safety requirements when carrying
out the installation work
Know how to select supports for warm air heating system ductwork
and space them at industry recommended intervals

Horizontally mounted ductwork

Vertically mounted ductwork
Know how, and be able to assemble warm air fixtures and fittings

Ductwork sections

Diffusers to ductwork
Know how expansion and contraction may be catered for in warm air
ductwork

Plastics

Galvanised steel
Know the positioning and fixing requirements of warm air ductwork
and components

In suspended timber floors

In solid floors

Embedded in walls
Be able to measure and mark out the position of the components to be
installed

System ductwork

Main system components

System controls
Know how to make joints to warm air ductwork
Be able to joint galvanised steel and ABS thermoplastic warm air
system ductwork
Annex 10D
NOS Ref.
Further Guidance
Be able to make ductwork and components fixings to the building
fabric
Area of Competence
Warm air heating system installation work (Domestic)
Competence requirement
The installer must:
5
Know how, and be able, to install warm air
heating systems and connecting ductwork
(continued)
Context/Scope
Be able to position and fix ductwork and components to the building
fabric
Know the positioning and fixing requirements of warm air heating
controls

Programmer/ timing device

Cylinder thermostat (for warm air circulator)

Room thermostat

Even temperature controllers (thermistat) instead of
room thermostat

Overheat/limit thermostat

Fan switch /fan delay unit

Low limit thermostat
Know the suitable methods for making new warm air ductwork
connections into existing warm air duct systems
Be able to fix supports to galvanised steel and ABS thermoplastic warm
air system ductwork
Know the requirements of, and be able to apply insulation to warm air
system components
Be able to take precautions to ensure that the system cannot be
brought into operation before the installation work is fully completed
Be able to carry out installation work minimising the wastage of
equipment and materials
Annex 10D
NOS Ref.
Further Guidance
Annex 10D - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Warm air heating installations (Domestic)
Building Regulations - Approved Documents Part L1b
The Domestic Building Services Compliance Guide 2010
Annex 10e – Warm air heating (Non-Domestic)
Annex 10E - Common Minimum Technical Competency Requirements for warm air heating systems
installation (Non-domestic)
Routes to demonstrating required competence
Route
Qualifications/Certification
Experience / Evidence
To be agreed
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
1a
1b
2
3
4
K/502/8197 - Install and pre-commission industrial
and commercial warm air heating systems; and
R/602/4879 - Understand industrial and
commercial warm air heating installation and precommissioning techniques
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial warm air heating
systems
Context/Scope
Know the operating and working principles of warm air heating:

Connections from primary heat sources

Connections to ducted distribution systems

Factors to determine system selection

Key regulations relevant to the installation

Know the operating principles of different appliance types that are
connected to warm air heating systems, including:

Heater batteries

Fan coil units

Industrial and commercial heating appliances
Appliances specific to industrial and commercial premises

Compliance with Building Regulations
Know the working principles of all warm air heating system.

Know how to determine pipe sizing requirements in relation to
expected demand for warm air heating systems, including:

Heater batteries

Fan coil units

Industrial and commercial heating appliances
Appliances specific to industrial and commercial premises
Know how to confirm the warm air heating system layout
requirements including:

Heater batteries

Fan coil units

Industrial and commercial heating appliances

Appliances specific to industrial and commercial premises

Industry specifications and regulations
Annex 10E
NOS Ref.
Further Guidance
2
Know the legislative and organisational
procedures related to all industrial and
commercial warm air heating systems work
activities
Know, Interpret and apply appropriate sources of health and safety
information as they relate to the:

Installation

Testing

Commissioning

Fault diagnosis

De-commissioning
of warm air heating systems
Area of Competence
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
2
Know the legislative and organisational
procedures related to all industrial and
commercial warm air heating systems work
activities (continued)
Context/Scope
Know how to interpret and apply regulations, codes of practice, and
industry recommendations appropriate to the:

Installation

Testing

Commissioning

Fault diagnosis

De-commissioning
of warm air heating systems
Know the actions that should be taken to liaise with other persons
during the:

Installation

Testing

Commissioning

Fault diagnosis

De-commissioning
of warm air heating systems
Be able to explain how to prevent the inadvertent operation of the
installed system during work activities
Annex 10E
NOS Ref.
Further Guidance
3
Know how, and be able to complete
preparation work for industrial and
commercial warm air heating system
installation activities
Know the visual inspections and tests required in the work location to
determine preparation requirements to:

Install warm air heating systems

Test warm air heating systems

Commission warm air heating systems

Decommission warm air heating systems

Identify faults on warm air heating systems
Area of Competence
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
3
Know how, and be able to complete
preparation work for industrial and
commercial warm air system installation
activities (continued)
Context/Scope
Be able to confirm that job information and documentation for warm
air heating system installation is available and appropriate including:
Systems
Warm air heating: two of the following;
 Tempered air supply ventilation
 Fan coil units
 Direct fired warm air appliances
 Ducted distribution systems
 Main distribution duct
 Branch duct
 Re-circulation duct
Job information and documentation
 Statutory Regulations
 Codes of Practice
 Industry Standards
 Industry Guides/Good Practice Guides
 Verbal instructions
Be able to use job information and documentation to ensure that the
following are fit for purpose:
 Equipment
 Tools
 Labour resources
Be able to confirm that authorization has been obtained from the
relevant person(s) prior to commencement of the work
Be able to complete preparatory work for the installation of warm air
heating systems, to include:
 Use of material and equipment requisites where appropriate
 Confirmation that the selection of material, equipment and
components are compatible to the installation
 Confirmation that the work location is ready for installation
activities
Annex 10E
NOS Ref.
Further Guidance




Area of Competence
Confirmation of secure site storage for tools, equipment, materials
and components
Confirmation of suitable access equipment
Confirmation of suitable lifting equipment where required
Completion of risk assessments
Completion of method statements
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
4
Understand the procedures and be able to
apply the procedures for identifying industrial
and commercial warm air heating systems,
equipment and components
Context/Scope
Know how, and be able to evaluate site drawings, plans and the work
location to determine specific warm air installation requirements
Know how, and be able to interpret and apply appropriate sources of
information when determining warm air heating installation
requirements including:

Statutory Regulations

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Know how to evaluate possible proposals to determine how well they
meet:

Site structures and features

Industry requirements
Know how to critically compare the range of environmentally friendly
materials, products, procedures and energy efficiency devices and
make recommendations for their use
Be able to demonstrate methods for determining the size and
specification of components to be used within warm air heating
systems including:

Heater batteries

Fan coil units

Industrial and commercial heating appliances

Appliances specific to industrial and commercial premises
5
Know how to and be able to install industrial
and commercial warm air systems
Know the methodologies to measure and record site details for
installation purposes
Annex 10E
NOS Ref.
Further Guidance
Know how to interpret and apply information for the installation of
warm air heating systems from:

Statutory Regulations

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Area of Competence
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
5
Know how to and be able to install industrial
and commercial warm air systems (continued)
Context/Scope
Be able to verify that materials, tools, equipment and resources
necessary for the installation of warm air heating systems are:

Available as required

Safely and securely stored

Meet industry requirements

Fit for intended purpose
Be able to position and fix control components for one of the following
systems:
 Tempered air supply ventilation
 Fan coil units
 Direct fired warm air appliances
 Ducted distribution systems
 Main distribution duct
 Branch duct
 Re-circulation duct
Be able to inspect and confirm that all aspects of the installation
process conforms with industry requirements, including:
 Statutory Regulations
 Codes of Practice
 Industry Standards
 Industry Guides/Good practice guides
 Verbal instructions
Be able to apply methods of working that ensures any damage to
customer/client property and building features is avoided during work
activities
Annex 10E
NOS Ref.
Further Guidance
Area of Competence
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
6
Know the procedures and be able to complete
the procedures for soundness testing of
industrial and commercial warm air heating
systems
Context/Scope
Know how to interpret and apply information for the soundness testing
of warm air heating systems from:

Statutory Regulations

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Know how to identify the requirements of warm air heating systems to
confirm that they are ready to receive soundness tests to cover:

Pipework

Appliances

Components
Know how to specify and be able to verify procedures for flushing and
charging a:

Warm air heating component
Be able to confirm through visual inspections that the following
systems conform with industry requirements:

Tempered air supply ventilation

Fan coil units

Direct fired warm air appliances

Ducted distribution systems

Main distribution duct

Branch duct

Re-circulation duct
Be able to confirm that warm air heating system is ready to receive
soundness tests to cover:

Pipework

Appliances

Components
Annex 10E
NOS Ref.
Further Guidance
Area of Competence
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
6
Know the procedures and be able to complete
the procedures for soundness testing of
industrial and commercial warm air heating
systems (continued)
Context/Scope
Be able to confirm procedures for establishing that input services to
the system components are suited to the intended purpose for two of
the following:

Mains cold water

Gas

Oil
Know the procedure for carrying out a soundness test on warm air
heating systems
Be able to verify that the soundness test conforms with appropriate
industry standards, guides and good practice guides on the following
systems:

Tempered air supply ventilation

Fan coil units

Direct fired warm air appliances

Ducted distribution systems

Main distribution duct

Branch duct

Re-circulation duct
Know the information that would be required to complete precommissioning documentation in order to ensure the safe precommissioning of systems and components
Be able to implement pre-commissioning tests and checks in
accordance with appropriate industry requirements, including:

Statutory Regulations

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Verbal instructions
Be able to implement checks to confirm:

System cleanliness
Annex 10E
NOS Ref.
Further Guidance


Use of additives where appropriate
System is charged
Area of Competence
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
7
Know the procedures and be able to complete
the procedures for commissioning industrial
and commercial warm air systems
Context/Scope
Know how to interpret and apply appropriate sources of information
on the performance of warm air heating systems including:

Tempered air supply ventilation

Fan coil units

Direct fired warm air appliances

Ducted distribution systems

Main distribution duct

Branch duct

Re-circulation duct
Know how to specify and be able to verify the procedures for
establishing correct mechanical, electrical and control performance for
the following:
Systems –
 Tempered air supply ventilation
 Fan coil units
 Direct fired warm air appliances
 Ducted distribution systems

Main distribution duct

Branch duct

Re-circulation duct
Appliances –
 Direct fired warm air heater unit

Oil fired

Gas fired
 Heater batteries
 Fan coil units
 Air handling units
Components –
 Ductwork sections, rectangular and circular, angles and elbows
 Diffusers
 Pipework
Annex 10E
NOS Ref.
Further Guidance



Diverter valves
Mixer valved
Mechanical and electrical time and thermostatic controls
Area of Competence
Warm air heating system installation work (Non-domestic)
Competence requirement
The installer must:
7
Know the procedures and be able to complete
the procedures for commissioning industrial
and commercial warm air systems (continued)
Context/Scope
Know the procedures for commissioning warm air heating systems and
components in accordance with project specifications
Know the information that would be required to complete
commissioning documentation in order to ensure the safe
commissioning of systems and components
Be able to conduct mechanical and control performance checks and
adjustments in accordance with industry specifications for the
following:
Warm air heating system components including all of the following:
Appliances 
Direct fired warm air heater unit
 Oil fired
 Gas fired

Heater batteries

Fan coil units

Air handling units
Components 
Ductwork sections, rectangular and circular, angles and elbows

Diffusers

Pipework

Diverter valves

Mixer valve

Mechanical and electrical time and thermostatic controls
Know the actions to take when components being commissioned do
not meet performance requirements
Annex 10E
NOS Ref.
Further Guidance
Annex 10E - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Warm air heating installation (Non-Domestic)
Building Regulations - Approved Documents L2b
The Non-domestic Building Services Compliance Guide 2010
Annex 11 – Heat Pump Systems
Annex 11 – Common Minimum Technical Competency Requirements for Heat Pump Systems
Installation Work (non-refrigerant circuits) – systems up to 45kW
Routes to demonstrating required competence
Route
1
2
3
Qualifications/Accreditation
Experience / Evidence
Level 3 Award in the Installation of Heat Pumps
Systems (Non-refrigerant Circuits) (QCF); or
Level 3 Award in the Installation and Maintenance
of Heat Pumps Systems (Non-refrigerant Circuits)
(QCF); or
SQA Certificate in Environmental Technology
Systems (Installation, Service & Maintenance)
including Unit F8XM 04 - Install, Test, Commission
and Handover Heat Pump Systems; or
Level 3 NVQ Diploma in Domestic Heating (QCF)
including EN2 pathway – Heat Pumps route; or
Level 3 NVQ Diploma in Domestic Plumbing and
Heating (QCF) including EN2 pathway – Heat
Pumps route; or
SVQ in Plumbing including the Emergent
Technologies Combined Option including Heat
Pumps (Air and Ground)
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by a UKAS
Accredited Certification Body for the type of work
covered in this annex.
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Inspection / Assessment
Requirements
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
4
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Yes
Yes
In addition – all applicants will require the following recognised certificates
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise's evidence of meeting the underpinning
knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed and demonstrated
but do not lead to the award of a qualification
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
Context/Scope
1
Know the health and safety risks and safe
systems of work associated with heat pump
system installation work (non-refrigerant
circuits)
Health and safety risks and safe systems of work associated with:
Know the requirements of relevant
regulations/standards relating to practical
installation, testing and commissioning
activities for heat pump installation work
(non-refrigerant circuits)
Know building regulation/building standards guidance/requirements
in relation to:
2












electrocution/electric shock
burns
toxic poisoning
personal injury though component/equipment handling
maintaining the structural integrity of the building
maintaining the fire resistant integrity of the building
the prevention of moisture ingress (building watertightness)
notification of work requirements
physical installation requirements
energy conservation
testing and commissioning requirements
compliance certification
NOS Ref.
Annex 11
Further Guidance
Possible associated additional risks:
SUMEVTS1,
K1
 Working in excavations
 Working in confined spaces
 Refrigerants
Asbestos (retrofit installations)
SUMEVTS1,
K2
Know water regulation/byelaw guidance/requirements in relation to:




the physical installation of the system
energy conservation
safe operation
testing and commissioning requirements
Know the requirements of fluorinated gas regulations in relation to
heat pump work
SUMEVTS1,
K2
SUMEVTS1,
K2
F Gas certification not required
providing work on or relating to the
refrigerant circuit is not undertaken
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
3
Know the purpose and operational
characteristics of heat pump unit and heat
pump system components
Context/Scope
NOS Ref.
Know the purpose and operational characteristics of the following
components::















Evaporator
Low pressure switch
Compressor
High pressure switch
Condenser
Dryer/receiver
Sight glass
Expansion valve
Expansion valve phial
Refrigerant four way valve
Brine pump
Emitter circuit electromechanical valves
Fan coil
Integrated buffer tank
Ground Loop Heat Exchanger
Know how the vapour compression refrigerant circuit within a heat
pump unit operates.
SUMEVTS2,
K3
SUMEVTS4,
K8
SUMEVTS3,
K
SUMEVTS4,
K8
4
Know the different types of heat pump units
and system arrangements for hydraulic
emitter circuits
Recognise the following heat source/heat sink heat pump packages
that can be deployed with a hydraulic ‘heat sink’ emitter circuit:





outside air/water
exhaust air/water
brine (closed loop)/water
water (open loop)/water
DX (closed loop)/water
SUMEVTS2,
K3
Annex 11
Further Guidance
Whilst the competence requirements
do include working on heat pump
refrigerant circuits and components,
Knowledge of refrigerant circuit
components and vapour compression
circuit operation is included to ensure
that installers can recognise and
differentiate between refrigerant and
non-refrigerant circuits and
components
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
4
Know the different types of heat pump
units and system arrangements for
hydraulic emitter circuits (continued)
Context/Scope
NOS Ref.
Know the different types of heat pump unit within the categories:





ground source – packaged (indoor)
ground source – packaged (outdoor)
air source - external air, packaged (indoor)
air source - external air, packaged (outdoor)
air source - external air, internal heat pump unit with brine circuit
between fan coil unit and heat pump unit
SUMEVTS2,
K3
Annex 11
Further Guidance
Where relevant to the work activities
of the Certified Contractor, knowledge
of the following types of heat pump
unit will be required:
 airsource – external air, internal
hydronic with refrigerant cicuit
between
 water source
Know the meaning of the terms:
 monovalent system
 bivalent system
SUMEVTS2,
K3
Know the following monovalent hydraulic emitter circuits:




heating only
heating with buffer tank
heating with buffer tank and indirect stored domestic hot water
heating with buffer tank and indirect stored domestic hot water with
solar coil
 heating with thermal store
SUMEVTS2,
K3
Know the following parallel bivalent hydraulic emitter circuits that
incorporate a secondary heat source other than an immersion heater:
 heating with buffer tank
 heating with buffer tank and indirect stored domestic hot water
 heating with buffer tank and indirect stored domestic hot water with
solar coil
 heating with buffer tank and thermal store
SUMEVTS2,
K3
Know the arrangements for connecting buffer tanks:
 in series
 in parallel
SUMEVTS2,
K3
Where relevant to the work activities
of the Certified Contractor, knowledge
of the following types of emitter circuit
will be required:
 passive cooling
 reverse cycle cooling
 simultaneous heating & cooling
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
5
Know the fundamental principles of heat
pump selection and system design that are
common to both air and ground source heat
pumps
Context/Scope
NOS Ref.
Know the meaning of the term ‘Coefficient of Performance’
Linked to
SUMMES8,
K9
Know the relationship between Coefficient of Performance and the:
 heat pump input temperature
 heat pump emitter temperature
Know the effect that ambient temperature can have on:
 coefficient of performance
 heat pump output
Linked to
SUMMES8,
K9
Linked to
SUMMES8,
K9
Know the meaning of the term ‘Seasonal Performance Factor’
Linked to
SUMMES8,
K9
Know the factors that can affect the Seasonal Performance Factor
Linked to
SUMMES8,
K9
Know the meaning of the term ‘System Efficiency’
Linked to
SUMMES8,
K9
Linked to
SUMMES8,
K9
Linked to
SUMMES8,
K9
SUMMES8,
K9
Know the factors that can affect the System Efficiency
Know why achieving minimum heat loss from the building is
particularly important when designing a heat pump system
Know the effect that oversizing of a heat pump has on:
 system performance/efficiency
 heat pump operation
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
5
Know the fundamental principles of heat
pump selection and system design that are
common to both air and ground source
heat pumps (continued)
Context/Scope
NOS Ref.
Know the effect that undersizing of a heat pump has on:
SUMMES8,
K9
 system performance/efficiency
 heat pump operation
Know how to identify heat pump hydraulic circuit flow rate requirements
Know how to use manufacturer’s data to select heat pump units:
 output charts
 other data
Know the meaning of the term ‘bivalent points’ in relation to heat pump
output charts
Know how ‘bivalent points’ are used to determine auxiliary heat
requirements
Know how heat pump output capacity is affected by:
 heat pumo input temperature
 heat pump output temperature
Know the suitability of the following types of hydraulic heating system
emitter for installation with heat pump systems:
 underfloor heating
 fan assisted convector heaters
 standard panel radiators
Know the typical mean water temperature recommended when designing
a hydraulic emitter circuit that incorporates:
 underfloor heating
 fan assisted convector heaters
 standard panel radiators
SUMMES8,
K9
SUMMES8,
K9
Linked to
SUMMES8,
K9
SUMMES8,
K9
SUMMES8,
K9
Linked to
SUMMES8,
K9
Linked to
SUMMES8,
K9
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
5
Know the fundamental principles of heat
pump selection and system design that are
common to both air and ground source heat
pumps (continued)
Context/Scope
NOS Ref.
Know how correction factors are used to determine panel radiator
output requirements in relation to mean water temperature and room
0
temperature difference ( C)
Linked to
SUMMES8,
K9
Know the potential benefits of including a buffer tank in the system
design.
Linked to
SUMMES8,
K9
Know the potential disadvantages of including a buffer tank in the
system design
Linked to
SUMMES8,
K9
Know the typical allowance in litres (l) per kilowatt (kW) of heat pump
output that would be allowed for sizing a buffer tank when there is no
requirement for heat during compressor ‘off’ periods
Linked to
SUMMES8,
K9
Be able to confirm using available external temperature, heat load and
system flow temperature data, the required size (heat output in kW) of
a heat pump to be connected to a hydraulic heat emitter circuit using a
monovalent system design
Know the typical annual operating hours for a heat pump that is being
used for:
SUMMES8,
K9
 heating only
 heating and domestic hot water
Know how annual operating hours may vary in relation to the:
 type of building
 geographical location of the installation
Linked to
SUMMES8,
K9
Linked to
SUMMES8,
K9
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
6
Know the fundamental principles for ground
source ‘closed loop’ heat pump collector
circuit design, component sizing and
installation
Context/Scope
NOS Ref.
Know the following brine filled heat pump collector circuit
configurations:






ground ‘closed’ loop horizontal
ground ‘closed’ loop compact collector
ground ‘closed’ loop slinky
ground ‘closed’ loop vertical borehole
lake ‘closed’ loop
vertical borehole closed’ loop
SUMEVTS2
K3
Know the requirements of horizontal ‘closed’ loop brine filled hydraulic
heat pump collector circuits in relation to:







suitable pipework materials
below ground jointing
protection against frost damage
protection against mechanical damage
separation distances to avoid thermal interference
separation distances from other services and adjacent buildings
achieving balanced loop/collector circuits
SUMEVTS2
K3
Know the typical requirements of vertical borehole ‘closed’ loop brine
filled hydraulic heat pump collector circuits in relation to:







suitable pipework materials
below ground jointing
protection against frost damage
protection against mechanical damage
separation distances to avoid thermal interference
separation distances from other services and adjacent buildings
achieving balanced loop/collector circuits
SUMEVTS2
K3
Annex 11
Further Guidance
Where relevant to the work activities
of the Certified Contractor, knowledge
of compact collector design and
installation to ensure the efficient
operation of the heat pump is required.
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45Kw
Competence requirement
The installer must:
6
Know the fundamental design principles
for ground source ‘closed loop’ heat pump
collector circuit design and component
sizing (continued)
Context/Scope
NOS Ref.
Know the typical components required in relation to:
 single circuit ‘closed’ loop collector circuits
 multi-circuit ‘closed’ loop collector circuits
 brine circuits between outside air source units and internal heat pump
units
SUMEVTS2
K3
Know the typical layout of components in relation to:
 single circuit collector circuits
 multi-circuit collector circuits
 brine circuits between outside air source units and internal heat pump
units
Know which factors determine the year round average energy available in
2
Watts (W) per m of ground area
Know how to determine the energy requirement (refrigeration capacity)
from the ground loop (kW) using the total heat pump capacity (kW) and
the electrical energy input rating (kW)
SUMEVTS2
K3
Linked to
SUMMES8,
K9
Linked to
SUMMES8,
K9
2
Know how the specific heat extraction capacity (in W/m for
horizontal/vertical trench collectors and W/m for vertical borehole
collectors) of the ground collector circuit can be affected by the:





ground conditions/soil types
type of backfill material
geographical location – ground rest temperature
ground loop configuration
annual heat pump operating hours
Linked to
SUMMES8,
K9
2
Know how the total ground area (m ) requirements for horizontal collector
loops is determined using the following data:
 refrigeration capacity (kW)
2
 specific extraction output (W/m )
Linked to
SUMMES8,
K9
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
6
Know the fundamental design principles for
ground source ‘closed loop’ heat pump
collector circuit design and component sizing
(continued)
Context/Scope
NOS Ref.
Know how the pipe length (m) requirement for a horizontal ‘loop’
collector circuit is determined using the following data:
2
 total ground area (m )
 collector loop pipe spacing (m)
Know how the pipe length (m) requirement for a ‘slinky’ collector
circuit is determined using the following data:
2
 total ground area (m )
 centre to centre spacing of the slinky collector (m)
Know how the typical collector length (m) requirement for a vertical
borehole collector circuit is determined using the following data:
 heat pump refrigeration capacity (kW)
 ground condition
 annual heat pump operating hours
Linked to
SUMMES8,
K9
Linked to
SUMMES8,
K9
Linked to
SUMMES8,
K9
Know how a collector circuit brine pump size (Kg/h) is determined
using the following data:





7
Know the layouts of ‘open loop’ water filled
heat pump collector circuits
design flow rate
brine viscosity
heat pump refrigeration capacity (kW)
specific thermal capacity of brine (kJ/kg)
temperature difference between brine circuit flow and return
0
pipework ( C)
Know the following ‘open loop’ water filled heat pump collector circuit
configurations:
 ground ‘open’ loop vertical borehole
 lake ‘open’ loop
SUMMES8,
K9
SUMEVTS2
K3
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
8
Know the fundamental design considerations
and principles that are specific to air source
heat pumps
Context/Scope
Know the factors that need to be considered when selecting and
positioning air source heat pump fan coil units in relation to:
 operating noise (including the potential effect on neighbouring
property)
 air turbulence during operation
9
Know the preparatory work required and be
able to undertake the preparatory work
required for heat pump installation work
NOS Ref.
SUMMES8,
K9
Know the design options to provide for the defrost cycle for an air
source heat pump
SUMMES8,
K9
Know how to size a buffer tank to provide for an air source heat pump
defrost cycle
SUMMES8,
K9
Confirm the common requirements of pre-installation checks for air or
ground source heat pump unit installations connected to hydraulic
emitters circuits in relation to:
 authorisation for the work to proceed
 availability and collation of all relevant information
 verification of the suitability of the hydraulic emitter circuit for
connection to the heat pump unit
 verification that the heat output capacity of the heat pump unit is
matched to the required proportional contribution of the total
building heat load
 verification that the buffer tank sizing correct
 the availability of appropriate access to all required work areas
 the availability and condition of a suitable electrical input service
 adequate provision for the siting of key internal system components
 the suitability of the building structure in relation to the proposed
installation
Know the pre-installation checks that are specific to the positioning of
fan coil units
SUMEVTS1,
K4, K5
SUMEVTS1,
P 1, P 6, P9
SUMEVTS1,
K5,
SUMEVTS2,
K3
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
10
Know the requirements to install heat pump
units (non-refrigerant circuits)
Context/Scope
Confirm the requirements for moving and handling heat pump units to
avoid damage to the unit.
Confirm the requirements to avoid undue noise and/or vibration
transmission from the heat pump unit to the building structure during
the operation of the heat pump.
NOS Ref.
SUMEVTS1
K4
SUMEVTS1
K3,K4
Identify the requirements where brine circuit pipework passes through
the external building fabric in relation to:
 provision for movement
 protection against freezing
 prevention of water ingress
11
Be able to Install air and ground source heat
pump units (non-refrigerant circuits)
SUMEVTS2
K3
Be able to install air source heat pumps in accordance with
manufacturer’s guidance, regulatory requirements and industry
recognised procedures
SUMEVTS2
P6,P7,P8,
P9,P10
Be able to install ground source heat pumps in accordance with
manufacturer’s guidance, regulatory requirements and industry
recognised procedures
SUMEVTS2
P6,P7,P8,
P9,P10
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
12
Know how to and be able to test heat pump
system installations (non-refrigerant circuits)
Context/Scope
NOS Ref.
Know the charging and flushing requirements for closed loop collector
circuits in relation to:
 purging of air and debris
 addition of antifreeze protection and suitable biocides
 checking flow rates
SUMEVTS3
K1
Know what equipment is needed for system charging and flushing
SUMEVTS3
K1
Know the hydraulic test requirements and be able to undertake
hydraulic tests for:
 closed loop collector circuits
 hydraulic emitter circuits
SUMEVTS3
K1
Be able to prepare a ground source heat pump system for testing and
commissioning to include checks/actions to confirm :






compliance with the system design and specification
compliance with system/component manufacturer requirements
the suitability of electrical supply circuit arrangements
correct flushing the system of installation debris
correct filling and venting the hydraulic circuits
protection of the system against freezing
SUMEVTS2
P 12,
SUMEVTS3
P1, P2, P4
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
13
Know the requirements to commission heat
pump system installations and be able to
commission heat pump system installations
(non-refrigerant circuits)
Context/Scope
Know the conditions that are required to implement commissioning
activities for ground source heat pump systems
NOS Ref.
SUMEVTS4
K2
Know the commissioning requirements for ground source heat pump
systems and be able to commission ground heat pump system
installations in relation to:
 setting of mechanical controls
 setting of electrical controls and temperature sensors
 functional tests
Know the conditions that are required to implement commissioning
activities for air source heat pump systems
SUMEVTS4
K3
SUMEVTS4
K2
Know the commissioning requirements for air source heat pump
systems and be able to commission air heat pump system installations
in relation to:
 setting of mechanical controls
 setting of electrical controls and temperature sensors
 functional tests
Be able to complete relevant documentation to record the
commissioning activities
SUMEVTS4
K3
Annex 11
Further Guidance
Area of Competence
Heat Pump Systems Installation Work (non-refrigerant circuits) – systems up to 45kW
Competence requirement
The installer must:
14
Context/Scope
Know the requirements to handover heat
pump system installations and be able to
handover heat pump system installations
Know the pre-handover checks that need to be carried out for an
ground source heat pump system installation
NOS Ref.
SUMEVTS4
K7
Know the industry handover procedures for an ground source heat
pump system installation and be able to undertake handover
procedures for an ground source heat pump system installation in
relation to the:

 provision of written information
 provision of diagrammatic information
provision of verbal information/demonstration relating to system
operation and use
Know the pre-handover checks that need to be carried out for an air
source heat pump system installation
SUMEVTS4
K7
SUMEVTS4
K7
Know the industry handover procedures for an air source heat pump
system installation and be able to undertake handover procedures for
an air source heat pump system installation in relation to the:
 provision of written information
 provision of diagrammatic information
 provision of verbal information/demonstration relating to system
operation and use
SUMEVTS4
K7
Annex 11
Further Guidance
Annex 11 - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for Heat Pump Systems Installation Work
(non-refrigerant circuits) – systems up to 45kW
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document L (2010 Edition)
Domestic Building Services Compliance Guide (2010 Edition)
WRAS Water Regulations Guide
Annex 12 – Micro combined Heat and Power Systems
Under development
Annex 13a – Energy Efficiency (Domestic)
Annex 13a – Common Minimum Technical Competency Requirements for Energy Efficiency for
Domestic Heating and Hot Water Systems
(Gas-fired and oil-fired systems in domestic premises excluding community heating systems)
Routes to demonstrating required competence
Inspection / Assessment
Route
1
2
3
4
Qualifications/Accreditation
Experience / Evidence
QCF unit achievement of unit(s):
EEDH 1 (Temporary Unit Code)
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
On –Site
Off-Site
Yes
No
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Yes
No
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Yes
No
Yes
Yes
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Energy Efficiency for gas-fired and oil-fired wet central heating and hot water systems in domestic
premises (non-community heating systems)
Competence requirement
The installer must:
Context/Scope
1
Know which regulations apply in:
Know the regulatory requirements and
sources of guidance for energy efficiency
standards for gas-fired and oil-fired heating
appliances connected to ‘wet’ heating circuits


England
Wales
Know the industry recommended sources of guidance for:


2
Know the requirement of minimum boiler
efficiency standards for gas-fired and oil-fired
heating appliances connected to ‘wet’ heating
circuits
minimum regulatory compliance
best practice
Know the requirement for gas-fired heating appliances connected to
‘wet’ heating circuits in relation to:






new systems – new dwellings
new systems – existing dwellings
new systems – existing dwellings where a non-condensing
appliance is assessed as being acceptable
- Natural gas
- LPG
new systems – where the heating boiler is combined with a range
cooker.
replacement systems - not involving a fuel or energy switch
replacement systems - involving a fuel or energy switch
NOS
Ref.
Annex 13a
Further Guidance
Area of Competence
Energy Efficiency for gas-fired and oil-fired wet central heating and hot water systems in domestic
premises (non-community heating systems)
Competence requirement
The installer must:
2
Know the requirement of minimum boiler
efficiency standards for gas-fired and oil-fired
heating appliances connected to ‘wet’ heating
circuits (continued)
Context/Scope
Know the requirement for oil-fired heating appliances connected to
‘wet’ heating circuits in relation to:







new systems – new dwellings, conventional boilers
new systems – new dwellings, combination boilers
new systems – existing dwellings
new systems – existing dwellings where a non-condensing
appliance is assessed as being acceptable
new systems – where the heating boiler is combined with a range
cooker.
replacement systems - not involving a fuel or energy switch
replacement systems - involving a fuel or energy switch
Know the correct use of the CLG Guide to condensing boiler installation
assessment procedure for dwellings
3
Know the requirement relating to space
heating primary circuits type and design for
gas-fired and oil-fired ‘wet’ heating systems
Know the requirement in relation to:




4
Know the compliance standards requirement
for hot water storage vessels
new systems
full replacement systems
boiler replacements to systems with existing semi-gravity
circulation
provision of a bypass valve
Know the relevant compliance standards for hot water storage vessels:





vented copper hot water storage cylinders
vented cylinders made from materials other than copper
copper hot water storage combination units
primary storage vessels (thermal stores)
unvented hot water storage cylinders
Know the requirements relating to labelling of hot water vessels
NOS
Ref.
Annex 13a
Further Guidance
Area of Competence
Energy Efficiency for gas-fired and oil-fired wet central heating and hot water systems in domestic
premises (non-community heating systems)
Competence requirement
The installer must:
5
Know the requirements relating to the
preparation and water treatment of hot water
systems and wet central heating systems
Context/Scope
Know the requirements relating to the :




6
Know the requirements relating to the
commissioning of hot water systems and wet
central heating systems
NOS
Ref.
cleaning and flushing of wet central heating systems – new
systems
cleaning and flushing of wet central heating systems – boiler
replacements to existing systems
use of chemical water treatment inhibitors or other appropriate
means of controlling corrosion and the formation of scale and
sludge within primary circuits – new and existing systems
treatment of feed water to water heaters and the hot water
circuit of combination boilers - new and existing systems
Know the requirements of the commissioning process/checks in
relation to:










compliance with manufacturer’s instructions
compliance with current building regulations
provision of system controls
system flushing, cleaning and protection
heat generating appliance checks
temperature checks – heating
temperature checks – domestic hot water
provision of condensate drainage
demonstration of the operation of the system/appliance/controls
to the customer/user
provision of system/appliance/control literature to the
customer/user
Know the options relating to the use of industry approved
commissioning checklists:


TM
Benchmark
OFTEC CD10 and CD11
Annex 13a
Further Guidance
Area of Competence
Energy Efficiency for gas-fired and oil-fired wet central heating and hot water systems in domestic
premises (non-community heating systems)
Competence requirement
The installer must:
7
Know the requirements of the minimum
standards for the control of gas-fired and oilfired wet central heating systems
Context/Scope
Know the meaning of the term ‘boiler interlock’
Know the control and wiring arrangements required to provide a
‘boiler interlock’
Know the requirements for the provision of a boiler interlock in
relation to:


new systems
replacement systems (including boiler replacements to existing
systems)
Know the requirements relating to space heating zone control for:





new systems in dwellings with a total usable floor area up to
2
150m
replacement systems (including boiler replacements to existing
2
systems) in dwellings with a total usable floor area up to 150m
new systems in dwellings with a total usable floor area greater
2
than 150m
replacement systems (including boiler replacements to existing
systems) in dwellings with a total usable floor area greater than
2
150m
single-storey open-plan dwellings in which the living area is
greater than 70% of the total floor area
Know the requirements relating to hot water zone control for:



systems with stored domestic hot water
systems where domestic hot water is produced instantaneously
thermal storage systems fitted with a second circulating pump
NOS
Ref.
Annex 13a
Further Guidance
Area of Competence
Energy Efficiency for gas-fired and oil-fired wet central heating and hot water systems in domestic
premises (non-community heating systems)
Competence requirement
The installer must:
7
Know the requirements of the minimum
standards for the control of gas-fired and oilfired wet central heating systems (continued)
Context/Scope
Know the requirements relating to time control for:

new and replacement heating and hot water systems (including
boiler replacements to existing systems) in dwellings with a total
2
usable floor area up to 150m
 new and replacement heating and hot water systems (including
boiler replacements to existing systems) in dwellings with a total
2
usable floor area greater than 150m
 new and replacement heating and hot water systems (including
boiler replacements to existing systems) where hot water is
produced instantaneously
 replacement systems where only the hot water cylinder is being
replaced and an separate control for the hot water circuit is not
present.
Know the requirements relating to temperature control for:

new and replacement space heating systems (including boiler
replacements to existing systems) in dwellings with a total usable
2
floor area up to 150m and in dwellings with a total usable floor
2
area greater than 150m
Know the requirements relating to temperature control for:


new and replacement domestic hot water systems (including
boiler replacements to existing systems) in dwellings with a total
2
usable floor area up to 150m
new and replacement domestic hot water systems (including
boiler replacements to existing systems) in dwellings with a total
2
usable floor area greater than 150m
Know the permitted use of non-electrical (thermo-mechanical) hot
water controllers in:


new systems
replacement systems
NOS
Ref.
Annex 13a
Further Guidance
Area of Competence
Energy Efficiency for gas-fired and oil-fired wet central heating and hot water systems in domestic
premises (non-community heating systems)
Competence requirement
The installer must:
8
Know the requirements of the minimum
standards for the control of insulation of
pipework gas-fired and oil-fired wet central
heating and hot water storage systems
Context/Scope
Know the maximum permitted heat loss (W/m) for pipework insulation
for the following pipe sizes:









8mm
10mm
12mm
15mm
22mm
28mm
35mm
42mm
54mm
Know the requirements for the insulation of:



9
Know the requirements relating to standalone, glandless heating system circulators
primary circulation pipework for heating and domestic hot water
circuits
pipework connected to hot water storage vessels
domestic hot water secondary circulation pipework
Know the requirements for circulators fitted to new and replacements
systems in relation to:


energy efficiency labelling
energy efficiency rating
NOS
Ref.
Annex 13a
Further Guidance
Annex 13a - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for Energy Efficiency for gas-fired and oil-fired
wet central heating and hot water systems in domestic premises
(non-community heating systems)
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document L (2010 Edition)
Domestic Building Services Compliance Guide (2010 Edition)
Annex 13b – Energy Efficiency (Non-domestic)
Annex 13B - Common Minimum Technical Competency Requirements for Energy Efficiency for gas, oil
and biomass-fired wet central heating and hot water systems in non-domestic premises
Routes to demonstrating required competence
Inspection / Assessment
Route
1
2
3
4
On –Site
Off-Site
Yes
No
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Yes
No
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Yes
No
Yes
No
Qualifications/Accreditation
Experience / Evidence
Development of QCF units proposed are under
consideration
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Energy Efficiency for gas, oil and biomass-fired wet central heating and hot water systems in nondomestic premises
Competence requirement
The installer must:
Context/Scope
1
Know which regulations apply in:
Know the regulatory requirements and
sources of guidance for energy efficiency
standards for gas, oil and biomass-fired
heating appliances connected to ‘wet’ heating
circuits
2
Know the meaning of terminology used in
relation to boiler efficiency in non-domestic
premises
3
Be able to determine Boiler Seasonal Efficiency
(gross) for natural gas, LPG and oil-fired boiler
installations.


Know the industry recommended sources of guidance for minimum
regulatory compliance



Know the requirement of minimum boiler
efficiency standards for gas, oil and biomassfired boilers in new non-domestic buildings
Heat Generator Seasonal Efficiency
Boiler Seasonal Efficiency (gross)
Effective Boiler Seasonal Efficiency (gross)
Be able to determine Boiler Seasonal Efficiency (gross) for:


4
England
Wales
single boiler systems and multiple-boiler systems using identical
boilers
multiple-boiler systems with non-identical boilers replacing
existing systems
Know the minimum boiler seasonal efficiency (gross) requirement for:







Natural gas boilers – single boiler systems
Natural gas boilers – multiple-boiler systems
LPG boilers – single boiler systems
LPG boilers – multiple-boiler systems
Oil boilers – single boiler systems
Oil boilers – multiple-boiler systems
Biomass boilers – independent automatic pellet/woodchip
NOS
Ref.
Annex 13B
Further Guidance
5
Know the requirement of minimum boiler
efficiency standards for gas, oil and biomassfired boilers in existing non-domestic buildings
Know the minimum effective boiler seasonal efficiency (gross)
requirement for:



Natural gas boilers
LPG boilers
Oil boilers
Area of Competence
Energy Efficiency for gas, oil and biomass-fired wet central heating and hot water systems in nondomestic premises
Competence requirement
The installer must:
5
6
7
Context/Scope
Know the requirement of minimum boiler
efficiency standards for gas, oil and biomassfired boilers in existing non-domestic buildings
(continued)
Know the minimum effective boiler seasonal efficiency (gross)
requirement for:
Know the recommended minimum controls
package for new boilers and multiple boiler
systems
Know the recommended minimum controls package in relation to:
Know the recommended minimum controls
package for replacement boilers in existing
buildings
Know the recommended minimum controls package in relation to:








Independent gravity-fed biomass boilers <20.5kW
Independent automatic pellet/woodchip biomass boilers.
Boiler plant output <100 kW
Boiler plant output 100 kW to 500 kW
Boiler plant output >500 kW individual boilers
Zone control
Demand control
Time control
NOS
Ref.
Annex 13B
Further Guidance
Area of Competence
Energy Efficiency for gas, oil and biomass-fired wet central heating and hot water systems in nondomestic premises
Competence requirement
The installer must:
8
Know the options for, and the use of,
additional measures (linked to heating
efficiency credits) to achieve the required
minimum effective heat generator seasonal
efficiency where the boiler seasonal efficiency
is less than the required minimum effective
boiler seasonal efficiency.
Context/Scope
Know the options in relation to:

















Boiler size
Multiple boilers
Sequential control of multiple boiler systems
Monitoring and targeting
Thermostatic radiator valves
Weather (inside/outside temperature) compensation system
using a mixing valve
Addition of thermostatic radiator valve or temperature zone
control to a weather (inside/outside temperature)compensation
system to ensure full building temperature control
A ‘room’ thermostat or sensor that controls boiler water
temperature control in relation to heat load
Weather (inside/outside temperature) compensation system
that is direct acting
Addition of thermostatic radiator valve or temperature zone
control to a ‘room’ thermostat or sensor that controls boiler
water temperature control in relation to heat load to ensure full
building temperature control
Addition of thermostatic radiator valve or temperature zone
control to Weather (inside/outside temperature) compensation
system that is direct acting to ensure full building temperature
control
An optimised start control system
An optimised stop control system
An optimised start/stop control system
Full zoned time control
A full building management system
De-centralised heating system
Know how to use heating efficiency credit points to determine the
effective heat generator seasonal efficiency for a boiler system in an
existing building.
NOS
Ref.
Annex 13B
Further Guidance
Area of Competence
Energy Efficiency for gas, oil and biomass-fired wet central heating and hot water systems in nondomestic premises
Competence requirement
The installer must:
8
9
Know the recommended minimum standards
for heat losses from domestic hot water
storage vessels installed in new and existing
non-domestic buildings
Know the recommended minimum thermal
efficiencies for domestic hot water systems
installed in new and existing non-domestic
buildings
Context/Scope
Know the recommended maximum heat loss (kWh/24h) in relation to
the domestic hot water storage vessel nominal volume for nominal
volumes in the range 200 litres to 2000 litres
Know the recommended minimum thermal efficiency (gross calorific
value) for direct-fired domestic hot water systems using the following
fuel types:



Natural gas
LPG
Oil
Know the recommended minimum effective heat generating seasonal
efficiency (gross calorific value) for indirect-fired domestic hot water
systems using the following fuel types:



10
11
Natural gas
LPG
Oil
Know how to and be able to determine heat
generator seasonal efficiencies for domestic
hot water systems installed in new and
existing non-domestic buildings
Know how to and be able to determine heat generator seasonal
efficiencies for:
Know the recommended minimum controls
package for domestic hot water systems
installed in new and existing non-domestic
buildings
Know the recommended minimum controls package for:




Gas and oil-fired direct-fired systems
Gas and oil-fired indirect-fired systems
Gas and oil-fired direct-fired systems
Gas and oil-fired indirect-fired systems
NOS
Ref.
Annex 13B
Further Guidance
Area of Competence
Energy Efficiency for gas, oil and biomass-fired wet central heating and hot water systems in nondomestic premises
Competence requirement
The installer must:
12
Know the options for, and the use of,
additional measures (linked to heating
efficiency credits) to achieve the required
minimum effective heat generator seasonal
efficiency where the domestic hot water
system heat generator seasonal efficiency is
less than the minimum required heat
generator seasonal efficiency.
Context/Scope
Know the options in relation to:






Decentralization (all system types)
Decentralization (systems in new buildings)
Decentralization (systems in existing buildings)
Inclusion of an integral combustion circuit shut-off device (directfired systems)
Inclusion of fully automatic ignition controls (direct-fired
systems)
Confirmation of correct sizing of the unit using manufacturer’s
technical helpline and sizing software
Know the meaning of the term ‘heat generator seasonal efficiency’ in
relation to:


direct-fired systems
Gas and oil-fired indirect-fired systems
Know how to determine the gross thermal efficiency of a direct-fired
domestic hot water system in relation to:




Recovery rate of the heater
Gross input rate of the heater
Specific heat capacity of water
Temperature rise of water inside the heater
Know how to use heating efficiency credit points and heater gross
thermal efficiency to determine the effective heat generator seasonal
efficiency for a domestic hot water system.
NOS
Ref.
Annex 13B
Further Guidance
Area of Competence
Energy Efficiency for gas, oil and biomass-fired wet central heating and hot water systems in nondomestic premises
Competence requirement
The installer must:
13
Know the requirements of the minimum
standards for the insulation of direct hot water
and heating pipes in non-domestic buildings
Context/Scope
Know the recommended maximum permitted heat loss (W/m) for
pipework insulation fitted to pipework with an outside diameter in the
range 17.2mm to 273.0mm and above in relation to




Domestic hot water system pipework
Low temperature heating system pipework
Medium temperature heating system pipework
High temperature heating system pipework
Know the requirements for the insulation of:



14
Know the requirements relating to heating
system glandless circulators and water pumps
in non-domestic buildings
primary circulation pipework for heating and domestic hot water
circuits
pipework connected to hot water storage vessels
domestic hot water secondary circulation pipework
Know the recommended minimum standards for heating system
glandless circulators and water pumps in relation to:



energy efficiency labelling requirements a rating
The type of glandless circulator(s) to be used on variable volume
systems
The use of water pumps with a motor rating exceeding 750 W
NOS
Ref.
Annex 13B
Further Guidance
Annex 13B - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for Energy Efficiency for gas-fired and oil-fired
wet central heating and hot water systems in domestic premises
(non-community heating systems)
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document L2A (2010 Edition)
Building Regulations Approved Document L2B (2010 Edition)
Non-domestic Building Services Compliance Guide (2010 Edition)
Annex 14 – Sanitary appliances
Annex 14 - Common Minimum Technical Competency Requirements for
the Installation of Sanitary Appliances, Sinks and Associated Pipework in Dwellings
Routes to demonstrating required competence
Inspection / Assessment
Route
1a
1b
1c
2
3
4
Qualifications/Certification
Experience / Evidence
QCF Level 3 NVQ Diploma in Domestic Plumbing
and Heating
OR
SVQ Level 3 in Plumbing
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF Unit Achievement of units:
D/502/9296 - Understand and apply domestic
sanitation system installation, commissioning,
service and maintenance techniques
NVQ Level 3 in Plumbing or Advanced Craft
Certificate in Plumbing
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
Area of Competence
Competence requirement
The installer must:
Know the uses of sanitary appliances and their
1
operating principles
Context/Scope
Know the purpose and different types of sanitary appliances used in
dwellings
Know the working principles of sanitary appliances:









2
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Know the types of sanitary pipework system
and system layout requirements
conventional WCs
WC macerators
baths
bidets
wash hand basins
showers/cubicles
sinks
sink waste disposal units
waste water lifters
Know the types of sanitary pipework system/connection and know
where they may be used in dwellings:
 primary ventilated stack system
 secondary ventilated stack system
 ventilated branch discharge system
 stub stack systems
 waste appliance connections to gullies
 waste appliance connections direct to drain
 WC connection direct to drain
Know the factors that lead to trap seal loss in sanitary pipework
systems
NOS
Ref.
Further Guidance
Know the system layout features for discharge stacks (wetted portion)
at the foot of the stack in buildings up to 5 storeys in height:
 type of bend
 proximity of low level connections
Area of Competence
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Competence requirement
The installer must:
Know the types of sanitary pipework system
2
and system layout requirements
(continued)
Context/Scope
Know the system layout features for discharge stacks (wetted portion):



soil stack sizes based on WC outlet size
waste stack sizes serving waste appliances only
use of bends in the wetted portion of the stack
Know the system layout features for branch discharge pipework:






layout of unventilated and ventilated branch discharge pipework
– maximum length of pipework and pipework gradient
sizes of branch discharge pipework for soil and waste appliances
use of traps and self sealing valves in preventing noxious smells
in buildings
methods of ventilating branch discharge pipework
methods of connecting multiple waste appliances to branch
discharge pipework
methods of connecting branch discharge pipework into the main
stack
Know the system layout features for stack ventilation (dry portion of
the stack) :


proximity of vent outlet to openable windows and other
openings into the building
use of air admittance valves
NOS
Ref.
Further Guidance
Area of Competence
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Competence requirement
The installer must:
Know the types of sanitary pipework system
2
and system layout requirements
(continued)
Context/Scope
Know the use of air admittance valves in above ground sanitary
pipework systems:



types of air admittance valves
their suitability of use in the various types of pipework system
application on multi-dwelling housing estates
Know the statutory requirements for the provision of sanitary facilities
and equipment in dwellings for the disabled:


spacing requirements of the human body
appliance space requirements for the disabled
Know the working principles and layout features for foul tanks in
sanitation systems:


cesspits
septic tanks
Know the periodic maintenance and cleaning requirements of foul
tanks:


cesspits
septic tanks
Know the working principles and system layout features of specialist
sanitary components:



WC macerators
waste water lifters
sink waste disposals
NOS
Ref.
Further Guidance
Area of Competence
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Competence requirement
The installer must:
Know the site preparation techniques and be
3
able to undertake the site preparation
techniques for sanitary appliances and
connecting pipework systems
Context/Scope
NOS
Ref.
Know the sources of information required when carrying out work on
sanitary appliances and pipework systems:



statutory regulations
industry standards
manufacturer technical instructions
SUMMES7
K2
Know the preparatory work required to be carried out to the building
fabric in order to install or decommission sanitary appliances and
pipework systems
SUMMES7
K2
Know the protection measures and be able to apply the protection
measures required to the building fabric or customer property, during
and on completion of work on sanitary appliances and pipework
systems
SUMMES7
K9
Know the pipework materials and fittings and be able to select the
pipework materials and fittings required to complete work on sanitary
pipework systems ensuring that they are not damaged
SUMMES7
K10
SUMMES,
P2, 9
SUMMES7
K10
SUMMES7
P2
Know the hand and power tools be able to select the hand and power
tools required to complete work on sanitary appliances and pipework
systems
SUMMES7
P10
SUMMES7
P10
Further Guidance
Area of Competence
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Competence requirement
The installer must:
Know the installation requirements of; and be
4
able to undertake the installation of sanitary
appliances and connecting pipework systems
Context/Scope
Know how to and be able to assemble and prepare for installation
sanitary appliance fixtures and fittings:
 waste fittings to appliances
 terminal fittings to appliances
 flushing cistern assemblies
 pre-fabricated bath supports and fixings
 WC macerator
 waste water lifter
 sink waste disposal unit
Know how to and be able to make joints to sanitary pipework systems:
 ring seal joints
 solvent weld joints
 compression joints
 specialist joints such as pan connectors
Know how to select brackets appropriate to the sanitary pipework and
the industry recommended spacings:
 horizontally mounted pipework
 vertically mounted pipework
Know how expansion and contraction may be catered for in plastics
pipework:
 ring seal joints
 solvent weld joints
 compression joints
NOS Ref.
SUMMES10,
K3,4,5
SUMMES10
P2
SUMMES10
K2
SUMMES10
P2
SUMMES10
K3
SUMMES10
K2
Know the positioning and fixing requirements of; and be able to,
position and fix sanitary appliances





conventional WCs (not macerators)
baths
bidets
wash hand basins and sinks
showers/cubicle
SUMMES10
K3
Further Guidance
Area of Competence
Competence requirement
The installer must:
Know the installation requirements of; and be
4
able to undertake the installation of sanitary
appliances and connecting pipework systems
(continued)
Context/Scope
Know the methods for positioning and fixing WC macerators and waste
water lifters:
 reference to manufacturer’s instructions
 vertical lift position
 use of long radius bends
 pipework material selection and assembly
Know the methods for positioning and fixing sink waste disposal units:
 reference to manufacturer’s instructions
 trapping and branch discharge pipework requirements
Know the suitability of below ground drainage systems to receive foul
soil and waste water:
 combined drainage systems
 separate drainage systems
 partially separate drainage systems
Know suitable methods for making ; and be able to make, new plastic
pipework connections:
 soil stack at ground level to below ground plastic, clay or cast
iron drainage pipework
 waste pipework discharging to ground floor gullies
 stub waste connection to ground floor drainage pipework
 WC pan connector direct to ground floor drain
 soil and waste connections to existing cast iron pipework
 soil and waste pipework to existing plastic pipework
c
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Know the decommissioning requirements of
sanitary appliances and connecting pipework
systems
NOS Ref.
SUMMES10,
K2,3,4
SUMMES10
K2,3,4
SUMMES10
K4
SUMMES10
K4
SUMMES10
P2
Know the information that needs to be provided to other persons
before decommissioning work takes place and be able to advise
appropriate persons before a sanitary appliance or pipework system is
isolated in order to undertake work
SUMMES13,
K2
Know the procedures for safely handling sanitary appliances and
pipework components that may be contaminated with foul waste
SUMMES13
K3
SUMMES13
P1
Further Guidance
Area of Competence
Competence requirement
The installer must:
Know the decommissioning requirements of
5
sanitary appliances and connecting pipework
systems (continued)
Context/Scope
NOS Ref.
Know how to temporarily decommission and be able to temporarily
decommission sanitary appliances and connecting pipework systems
SUMMES13
K4
SUMMES13
P3
Know the methods used during the decommissioning process and be
able to apply the methods during the decommissioning process to
prevent the end-user from operating the appliance or system:


6
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Know the inspection and soundness testing
requirements of sanitary appliances and
connecting pipework systems and be able to
inspect and soundness test sanitary appliances
and connecting pipework systems
temporary capping of pipework sections
use of warning notices and signs
Know the checks to be carried out during a visual inspection of a
sanitation system to confirm that it is ready to receive foul water and
be able to carry out a visual inspection of a sanitation system to
confirm that it is ready to receive foul water
Know how to and be able to carry out an air test on a sanitary
pipework system to industry requirements
SUMMES10
K4
SUMMES13,
P4
SUMMES25
K1
SUMMES25
P1,2
SUMMES25,
K1
SUMMES25,
P3,4
Know the actions that must be taken when inspection and testing
reveals defects in sanitary pipework systems:



dealing with systems that do not meet correct installation
requirements
remedial work associated with defective pipework bracketing
remedial work associated with leakage from pipework systems
SUMMES25
K4
Further Guidance
Area of Competence
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Competence requirement
The installer must:
Know the commissioning requirements of; and
7
be able to commission sanitary pipework
systems and components
Context/Scope
Know how to interpret information sources required to complete
commissioning work on sanitation systems
Know the checks to be carried out during a visual inspection of a
sanitation system and be able to carry out a visual inspection of a
sanitation system to confirm that it is ready to be operated
Know how to performance test sanitation systems to test for trap seal
retention and be able to carry out a performance test on a sanitary
pipework system to check for effective trap seal retention:


branch discharge pipework
- test for self siphonage
- test for induced siphonage
main discharge stack
- test for induced siphonage and compression
Know the commissioning procedures for macerator type WCs and be
able to commission a WC with macerator pump installation
NOS Ref.
SUMMES27,
K1
SUMMES25
K1
SUMMES25
P1,2
SUMMES25
K1
SUMMES25
P5
SUMMES27
K1,2,3
SUMMES27
P3,4
Know the actions that must be taken when commissioning reveals
defects in sanitation systems
SUMMES27
K8
Know the range of information that would be detailed on a
commissioning record for a sanitation system
SUMMES27
K6
Know the procedure for notifying works carried out to the relevant
authority
SUMMES27
K6
Know the points to be covered when handing over a completed system
to the end-user
SUMMES27
K7
Further Guidance
Area of Competence
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Competence requirement
The installer must:
Know the design techniques for sanitation
8
systems and be able to apply design
techniques for sanitation systems
Context/Scope
NOS
Ref.
Know the factors which affect the selection of sanitation systems for
dwellings
SUMMES8
K4
Know the criteria used when selecting sanitation systems and
appliances:





customers needs
building layout and features
suitability of system
energy efficiency
environmental impact
SUMMES8
K1,2,5
Be able to use information sources when undertaking design work for
sanitation systems:




statutory regulations
industry standards
manufacturer technical instructions
verbal and written feedback from the customer
SUMMES8
K3
Know the fire stopping arrangements required under statutory
legislation as they apply to sanitary pipework passing between fire
compartments in a dwelling
SUMMES8
K3
Know how to calculate the sanitary provision requirements for
dwellings
SUMMES8
K4
Know the method of sizing and selecting the correct gradient for
branch pipework used in sanitary pipework systems
SUMMES8
K4
Know the methods used when designing a sanitary pipework system:
 main stack size
 branch pipework sizes
 ventilation requirements
- air admittance valves
- ventilating pipes
SUMMES8
K4
Further Guidance
Area of Competence
Annex 14
Installation of sanitary appliances, sinks and associated pipework in dwellings
Competence requirement
The installer must:
Know the design techniques for sanitation
8
systems and be able to apply design
techniques for sanitation systems
Context/Scope
Know how to and be able to calculate (using simple calculations) the
size of sanitary pipework used in single occupancy dwellings:



main stack size
branch pipework size
stack vent size
NOS
Ref.
SUMMES8
K4
SUMMES8
P7,8
Be able to present design calculations in an acceptable format:


using basic not to scale line drawings
details for insertion into a quotation or tender for work in a
small-scale dwelling
SUMMES8
P8
Further Guidance
Annex 14 - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for the Installation of Sanitary Appliances,
Sinks and Associated Pipework in Dwellings
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document H (2010 Edition)
BS 8000 – 13: 1989 Workmanship on building sites Part 13: Code of practice for
above ground drainage and sanitary appliances
Additional recommended guidance documents
BS EN 12056-1:2000 Gravity drainage systems inside buildings. General and
performance requirements
BS EN 12056-2:2000 Gravity drainage systems inside buildings. Sanitary pipework,
layout and calculation
Annex 15a – Domestic Ventilation
Annex 15a - Common Minimum Technical Competency Requirements for Ventilation Systems
Installation Work (Domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
1
2
3
4
Qualifications/Certification
Experience / Evidence
QCF unit achievement of unit(s):
S/006/868 - Knowing the requirements to install,
commission and handover domestic ventilation
systems
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification.
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
Area of Competence
Ventilation systems installation work (domestic)
Annex 15a
Competence requirement
The installer must:
Context/Scope
NOS Ref.
1
Know and be able to interpret building regulations/building standards/
guidance as relevant to domestic ventilation systems installation work in
relation to:
SUMMES7
K2
Know the requirements of the relevant
regulations/ standards relating to practical
installation, testing and commissioning
activities for domestic ventilation systems
installation work












materials and workmanship
maintaining the structural integrity of the building
maintaining the fire resistance of the building
prevention of water ingress
continuity of air barriers
controlled service requirement
specified noise limits [not yet AD guidance]
energy conservation
use of the system controls by disabled persons
inspection and testing
commissioning
handover and provision of information
Know the various sources of guidance documentation relating to
domestic ventilation systems installation work
2
Know the meaning of key terminology
associated with domestic ventilation systems
Know the meaning of the following terms:
 background ventilation
 extract ventilation
 whole building ventilation
 purge ventilation
 equivalent area (of ventilators)
 free area (of ventilators)
Further Guidance
SUMMES8
K4
SUMMES7
K2
SUMMES8
K3
SUMMES8
K4
Other relevant terminology is
defined in Approved Document F and
the Domestic Ventilation Compliance
Guide
Area of Competence
Ventilation systems installation work (domestic)
Competence requirement
The installer must:
3
Know the types and layouts of domestic
ventilation systems
Annex 15a
Context/Scope
NOS Ref.
Further Guidance
 Natural ventilation and intermittent extract systems
background ventilators and intermittent extract fans
passive stack ventilation
SUMMES8
K4
Where relevant to the scope of the
work undertaken knowledge of the
types and layout of Demand
Controlled Ventilation (DCV) is
required
 Continuous mechanical ventilation systems
Continuous mechanical extract: centralised (MEV)
Continuous mechanical extract: de-centralised (MEV)
Continuous mechanical balanced systems with heat recovery:
centralised (MVHR)
Continuous mechanical balanced systems with heat recovery:
single room (SRHRV)
Positive input ventilation (PIV)
4
Know the fundamental requirements to
select, size and position components for
domestic ventilation systems installation
work
Know minimum extract ventilation rates for intermittent extract
systems for installations in:
 kitchens (adjacent to hobs and elsewhere)
 utility rooms
 bathrooms
 sanitary accommodation
SUMMES7
K2
Know the minimum high rate and low rate extract ventilation rates for
continuous extract systems for installations in:
 kitchens
 utility rooms
 bathrooms
 sanitary accommodation
SUMMES7
K2
Confirm minimum whole building ventilation rates requirements in
relation to:
2
 internal floor area (m )
 number of bedrooms
 building occupancy
SUMMES7
K2
SUMMES8
K4, K9
SUMMES8
K4, K9
SUMMES8
K4, K9
Area of Competence
Ventilation systems installation work (domestic)
Competence requirement
The installer must:
4
Know the fundamental requirements to select,
size and position components for domestic
ventilation systems installation work
(continued)
Annex 15a
Context/Scope
NOS Ref.
Know the requirements relating to the positioning of:
 cooker hood intermittent extract fans above the surface of a hob
 mechanical extract fans below ceiling level
 intermittent extract fans in the proximity of background ventilators
SUMMES7
K2
Know the requirements for:
2
 total equivalent area (mm ) of background ventilation for dwellings
3
2
with a design air permeability leakier than (>) 5 m /(h.m )@ 50 Pa
2
 total equivalent area (mm ) of background ventilation for dwellings
with a design air permeability tighter than or equal to (≤) 5
3
2
m /(h.m )@ 50 Pa
 the positioning of intermittent extract fans in the proximity of
background ventilators
Know the requirements for the positioning of background ventilators:
 to avoid draughts
 in relation to rooms with single outside walls (single-sided
ventilation)
Confirm the requirements to achieve air transfer throughout dwellings
in relation to:
 internal doors
 floor levels
SUMMES8
K8
SUMMES7
K2
SUMMES8
K4, K9
SUMMES7
K2
SUMMES8
K8
SUMMES7
K2
SUMMES8
K4, K9
Further Guidance
Area of Competence
Ventilation systems installation work (domestic)
Competence requirement
The installer must:
4
Know the fundamental requirements to select,
size and position components for domestic
ventilation systems installation work
(continued)
Annex 15a
Context/Scope
NOS Ref.
Confirm the requirements for Passive Stack Ventilation systems in
relation to:
 internal duct diameter (mm)
2
 internal duct cross sectional area (mm )
 free area of ceiling extract grilles
 the location of extract grilles
 outlet terminals and ducts for systems serving more than one room
 positioning of tile terminal ventilators in relation to a roof ridge
 the termination of ‘through roof’ Passive Stack Ventilation terminal
outlets where the roof penetration point is more than 0.5 m from the
roof ridge
SUMMES7
K2
Know the suitability of passive stack ventilation systems when located in
dwellings adjacent to:
 another building that is less than 50% taller than the dwelling
 another building that is more than 50% taller than the dwelling
SUMMES7
K2
Know the requirements for ‘through wall’ extract fan duct sleeving in
relation to:
 the duct sleeve diameter
 the duct sleeve construction
Know the requirements for intermittent extract fan ductwork in relation
to:
 ducting material (flexible/rigid)
 the maximum length of flexible ductwork to be connected to axial
fans
 the maximum length of flexible ductwork to be connected to
centrifugal fans with extract rates in the range:
6 to 30 l/s
31 to 60 l/s
 the permitted number of bends for systems with extraction rates:
< 30 l/s
> 30 l/s
SUMMES8
K4, K9
SUMMES8
K4, K9
SUMMES8
K9
SUMMES7
K2
SUMMES8
K4, K9
Further Guidance
Area of Competence
Competence requirement
The installer must:
4
Annex 15a
Ventilation systems installation work (domestic)
Know the fundamental requirements to select,
size and position components for domestic
ventilation systems installation work
(continued)
Context/Scope
NOS Ref.
Know the effect of undersized air vents and roof/wall terminals on the
performance of the system
SUMMES8
K4, K9
Know the types of controls used for domestic ventilation systems:
SUMMES8
K4, K5, K9
 controlled ventilation controls
manual override controls
fan speed controls
passive infra red detectors
usage sensors
 demand controlled ventilation controls
current and temperature controller
air quality sensors
humidity controlled ventilators
humidistat sensors
pressure controlled background ventilators
run-on timers
Know the requirements for isolation of control circuits within domestic
ventilation systems in relation to:
 type of isolator(s)
 position of isolator(s)
 rating of circuit overcurrent protection devices
Know the system control options/requirements for:
 intermittent extract fans
 passive stack ventilation (PSV)
 continuous mechanical extract: centralised (MEV) systems
 continuous mechanical extract: de-centralised (MEV) systems
 continuous mechanical balanced systems with heat recovery:
centralized (MVHR)
 continuous mechanical balanced systems with heat recovery: single
room (SRHRV)
 positive input ventilation (PIV)
SUMMES7
K2
SUMMES8
K9
SUMMES7
K2
SUMMES8
K4, K9
Further Guidance
Area of Competence
Competence requirement
The installer must:
4
5
Annex 15a
Ventilation systems installation work (domestic)
Context/Scope
NOS Ref.
Know the fundamental requirements to select,
size and position components for domestic
ventilation systems installation work
(continued)
Know the requirements to prevent the transfer of moisture/condensate
from system ductwork to system fan units for Continuous Mechanical
Extract: Centralised (MEV) and Continuous Mechanical Balanced
Systems with Heat Recovery: Centralized (MVHR) in relation to:
 horizontal ductwork
 vertical ductwork
SUMMES7
K2
Know the implications and requirements of
installing domestic ventilation systems in
dwellings that contain combustion appliances
Know the potential implications of extract fan installation and operation
on open-flued combustion appliance operation
Know the requirements to ensure that the installation and operation of
extract fans does not affect the safe operation of combustion appliances
Know the potential implications of positioning domestic ventilation
system ductwork air inlet grilles adjacent to flue terminals from
combustion appliances
Know the requirements relating to the positioning of domestic
ventilation system ductwork air inlet grilles adjacent to flue terminals
from combustion appliances
SUMMES8
K4
SUMMES8
K4
SUMMES8
K4, K9
SUMMES8
K8
SUMMES7
K2
SUMMES8
K4, K9
SUMMES7
K2, K3, K4,
K5, K6, K8,
K12
SUMMES9
K1
6
Know the preparatory work requirements for
domestic ventilation system installation work
Know the requirements of preparatory work in relation to:
 verification of the suitability of the installation location for system
equipment
 verification of the suitability of the proposed ductwork routes and
offsets
 cutting of holes through the external building fabric
 cutting of holes through internal building fabric
7
Know the requirements for the installation of
domestic ventilation system ductwork
Know the requirements relating to the correct extension of flexible
ducting
SUMMES9
K2, K3
Know the requirements where flexible ducting is used to pass through a
cavity wall
SUMMES9
K2, K3
Know the minimum radius requirements for bends in flexible ducting
SUMMES9
K2, K3
Further Guidance
Area of Competence
Competence requirement
The installer must:
7
Annex 15a
Ventilation systems installation work (domestic)
Know the requirements for the installation of
domestic ventilation system ductwork
(continued)
Context/Scope
NOS Ref.
Know the requirements for the support of:
 flexible ducting
 rigid ducting
 semi-rigid ducting
SUMMES9
K2, K3
Know the requirements where ducting is installed in unheated areas and
voids
SUMMES9
K2, K3
Know the requirements for the correct routing of ducting in loft areas
Know the requirements where ducting passes through a building’s air
barrier
SUMMES9
K2, K3
SUMMES9
K2, K3
Know the requirements where ducting passes through a fire-stopping
wall or fire compartment
SUMMES9
K2, K3
Know the requirements of the outlet terminal where Passive Stack
Ventilation ducting passes through the roof slope to outside
SUMMES9
K2, K3
Know the requirement where a duct extends externally above roof level
Know the requirements for bend angle and bend radius for Passive Stack
Ventilation ducts
SUMMES9
K2, K3
SUMMES9
K2, K3
Know the maximum number of offsets (2 bends) recommended for
Passive Stack Ventilation ducts
SUMMES9
K2, K3
Know where acoustically insulated flexi-duct should not be used when
installed as part of a Continuous Mechanical Extract (MEV)
or Continuous Mechanical Balanced System with Heat Recovery (MVHR)
or Continuous Mechanical Balanced System with Heat Recovery: Single
Room (SRHRV) ventilation system.
SUMMES9
K2, K3
Further Guidance
Area of Competence
Competence requirement
The installer must:
7
8
Annex 15a
Ventilation systems installation work (domestic)
Know the requirements for the installation of
domestic ventilation system ductwork
(continued)
Know the requirements for the location of fan
units in Continuous Mechanical Extract (MEV),
Continuous Mechanical Balanced System with
Heat Recovery (MVHR) and Continuous
Mechanical Balanced System with Heat
Recovery: Single Room (SRHRV) domestic
ventilation systems
Context/Scope
NOS Ref.
Know the requirements for joints/connections for flexible ductwork in
relation to the
 type of joint/connector
 method of securing and sealing the flexible ductwork to the
joint/connector
SUMMES9
K2, K3
Know the requirements for joints/connections for rigid ductwork in
relation to the
 type of joint/connector
 method of securing and sealing the rigid ductwork to the
joint/connector
SUMMES9
K2, K3
Know the potential conditions that may arise as a result of poor or
incorrect ductwork jointing processes in relation to:
 system performance
efficiency
noise
 air quality/pollution
SUMMES9
K2, K3
Confirm the requirements relating to:
 access for maintenance/repair
 access for the future replacement of the fan unit
 the structure on which the fan is installed
 the need for insulation
SUMMES9
K2, K3
Confirm inappropriate locations for Continuous Mechanical Balanced
System with Heat Recovery: Single Room (SRHRV) fan units
SUMMES9
K2, K3
Further Guidance
Area of Competence
Competence requirement
The installer must:
9
10
Annex 15a
Ventilation systems installation work (domestic)
Know the requirements for condensate
drainage within Continuous Mechanical
Balanced System with Heat Recovery (MVHR)
and Continuous Mechanical Balanced System
with Heat Recovery: Single Room (SRHRV)
domestic ventilation systems
Know the minimum commissioning
requirements for natural ventilation systems
Context/Scope
NOS Ref.
Know the minimum required fall for condensate drain pipework from
fan units
SUMMES9
K2, K3
Know the minimum required diameter for condensate drain pipework
from fan units
SUMMES9
K2, K3
Know the requirement where condensate drain pipework passes
through a unheated space
SUMMES9
K2, K3
Know the requirements for the provision and position of condensate
traps
SUMMES9
K2, K3
Confirm the minimum commissioning requirements for background
ventilator and intermittent extract fan installations in relation to:
 visual inspection
 functional check
 airflow measurement
SUMMES27
K2, K3
Confirm the minimum commissioning requirements for Passive Stack
Ventilation (PSV) system installations in relation to:
 visual inspection
 functional checks
SUMMES27
K2, K3
Further Guidance
Area of Competence
Annex 15a
Ventilation systems installation work (domestic)
Competence requirement
The installer must:
Context/Scope
NOS Ref.
11
Know the minimum commissioning
requirements for Continuous Mechanical
Extract (MEV), Continuous Mechanical
Balanced System with Heat Recovery (MVHR)
and Continuous Mechanical Balanced System
with Heat Recovery: Single Room (SRHRV)
domestic ventilation systems
Know the minimum commissioning requirements in relation to:
 visual inspection
 initial start up
 airflow balancing:
systems with adjustable terminals and a fixed (stepped) fan
systems with adjustable terminals and a controllable fan
systems with fixed terminals with flow adjustment by duct
damper or similar device at the fan unit
systems with adjustable terminals and a fixed volume flow fan
systems with fixed terminals with automatic flow adjustment
at the fan unit
 airflow measurement
 fan power consumption measurement
 inspection and testing of the system controls
SUMMES25
K1, K2, K3
Be able to inspect, test and commission
domestic ventilation systems
Be able to inspect and test a background ventilator and intermittent
extract fan installation in relation to:
 visual inspection requirements
 functional check requirements
 airflow measurement requirements
SUMMES25
P1, P2, P3,
P4, P5
12
Be able to inspect, test and commission a Continuous Mechanical
Balanced System with Heat Recovery (MVHR) in relation to:
 visual inspection requirements
 initial start up requirements
 airflow balancing and measurement
 fan power consumption measurement
 inspection and testing of the system controls
13
Know the requirements for completion and
handover of domestic ventilation system
installations
Know the requirements relating to:
 completion of documentation
 documentation to be handed over to the end user
 documentation to be provided to the Building Control Body
SUMMES27
K2, K3
SUMMES27
P1, 22, P3,
P4
SUMMES25
P1, P2, P3,
P4, P5
SUMMES27
P1, P2, P3,
P4
SUMMES27
K5, K7
Further Guidance
Annex 15a - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for the Installation of Sanitary Appliances,
Sinks and Associated Pipework in Dwellings
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments)
Building Regulations Approved Document F (2010 Edition)
Domestic Ventilation Compliance Guide (2010 Edition)
Annex 15b – Mechanical Ventilation Systems Installation (Non-domestic)
Annex 15B - Common Minimum Technical Competency Requirements for
Mechanical Ventilation Systems Installation (Non-domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
1
2
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Heating and Ventilating
Ductwork Installation (QCF)
OR
SVQ Level 3 in Heating and Ventilating Ductwork
Planning and Installation
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF Unit Achievement of units:
F/602/4909 - Understand and apply industrial and
commercial rectangular ductwork installation and
pre-commissioning techniques (Level 3); and
A/602/4911 - Understand and apply industrial and
commercial circular and flat oval ductwork
installation and pre-commissioning techniques
(Level 3); and
H/502/8229 - Install and pre-commission industrial
and commercial ductwork systems (Level 3)
OR
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
SCQF Unit Achievement of units:
F9NE 04 - Install, Test and Pre-Commission
Ductwork Systems and Components
3
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
4
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
Yes
Yes
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
Area of Competence
Mechanical ventilation systems installation (Non-domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
rectangular, circular or flat oval industrial and
commercial ductwork systems
Context/Scope
Know the working principles for the following

Supply

Extract

Re-circulation

Kitchen extract

Low, medium and high pressure/velocity air
Know the working principles of the following components

Small air handling units

Fans, axial and centrifugal

Attenuator

Heater / filter / cooler batteries

Fan coil units

Variable air volume units

Regulating/ motorised dampers

Fire dampers

Kitchen hoods and grease filters

Plenum boxes

Access doors

Terminal units/Grilles/Diffusers
Know the operating and working principles for all of the following air
handling units:

High and low velocity

Constant and variable volume systems:
 Primary (fresh air) air plant for fan-coil, induction and room
heat pump systems
 Supply and extract air plant for single-duct, dual-duct and
multi-zone systems
 Special filtration for operating theatres, museums or clean
rooms
 Energy/ heat recovery for industrial application, and for very
quiet applications such as concert halls.
 Units that may be accommodated in plant rooms or external to the
building served, typically a roof location.
Annex 15B
NOS Ref.
Further Guidance


Including
Factors to determine unit/system selection
Key regulations relevant to the installation
Area of Competence
Mechanical ventilation systems installation (Non-domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
rectangular, circular or flat oval industrial and
commercial ductwork systems (continued)
Context/Scope
Know the procedures that should be followed where the installation
requirements do not meet the design specification
Interpret the ductwork system layout requirements for systems and
components including:
– Systems
 Supply
 Extract
 Re-circulation
 Kitchen extract
 Low, medium and high pressure/velocity air
 Components

Rectangular ductwork components including flexible ducts

Air handling units

Fans, axial and centrifugal

Attenuator

Heater / filter / cooler batteries

Fan coil units

Variable air volume units

Regulating/ motorised dampers

Fire dampers

Kitchen hoods and grease filters

Plenum boxes

Access doors

Terminal units/Grilles/Diffusers
In accordance with Industry specifications and regulations
Know the positioning of selected components in ductwork systems
2
Know the legislative and organisational
procedures related to rectangular, circular or
flat oval industrial and commercial ductwork
systems work activities
Know how to interpret and apply appropriate sources of health and
safety information as they relate to the:

Installation

Testing

Commissioning
Annex 15B
NOS Ref.
Further Guidance
Know how to interpret and apply codes of practice and industry
recommendations appropriate to the:

Installation

Testing

Commissioning
Area of Competence
Mechanical ventilation systems installation (Non-domestic)
Competence requirement
The installer must:
2
Know the legislative and organisational
procedures related to rectangular, circular or
flat oval industrial and commercial ductwork
systems work activities (continued)
3
Know how, and be able to complete
preparation work for rectangular, circular or
flat oval industrial and commercial ductwork
installation
Context/Scope
Know how to prevent the inadvertent operation of the installed system
during work activities
Know the visual inspections required in the work location to
determine preparation requirements to:

Install

Test

Commission
Be able to confirm that job information and documentation for the
installation of the following rectangular, circular or flat oval ductwork
systems is available and appropriate, including:

Supply

Extract

Kitchen extract, as well as:

Medium and high pressure/velocity air systems
Job information and documentation including:

Regulations

Industry Standards

Industry Guides/Good Practice Guides
Be able to confirm the points in the work process where liaison with
other persons will be required
Be able to select and use job information and documentation to ensure
that the following is fit for purpose:

Equipment

Tools
Know how to evaluate the work location to determine planning
requirements
Annex 15B
NOS Ref.
Further Guidance
Know how to calculate from drawings and specifications the materials
and fittings required to complete work on rectangular, circular or flat
oval ductwork systems
Be able to demonstrate that suitable personal protective equipment
has been worn throughout the duration of work preparation activities
Area of Competence
Mechanical ventilation systems installation (Non-domestic)
Competence requirement
The installer must:
3
Know how, and be able to complete
preparation work for rectangular, circular or
flat oval industrial and commercial ductwork
installation (continued)
Context/Scope
Be able to identify any pre work damage or defects to existing
equipment or building features should it exist, and report to the line
manager
Be able to verify that the materials needed to complete the job are
free from damage and report any defects
Be able to complete preparatory work for the installation of
rectangular, circular or flat oval ductwork systems to include:

Completion of risk assessments

Completion of method statements
4
Know the procedures, and be able to apply the
procedures for identifying industrial and
commercial rectangular, circular or flat oval
ductwork systems, equipment and
components
Know how, and be able to evaluate site drawings, plans and the work
location to determine specific installation requirements on the
following ductwork systems:
Know how, and be able to interpret and apply appropriate sources of
information when determining installation requirements including:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Know how to evaluate the installation requirements against drawings
and specifications to determine compatibility
Know the range of environmentally friendly materials, products,
procedures and energy efficiency devices
5
Know how to install industrial and commercial
rectangular, circular or flat oval ductwork
systems
Be able to verify that job information appropriate to the installation
process is available and conforms with industry specifications
Know the methodologies to measure and record site details for
installation purposes
Annex 15B
NOS Ref.
Further Guidance
Be able to verify that materials, tools and equipment necessary for the
installation are available as required

Safely and securely stored

Meet industry requirements

Fit for intended purpose
Area of Competence
Mechanical ventilation systems installation (Non-domestic)
Competence requirement
The installer must:
5
Know how to install industrial and commercial
rectangular, circular or flat oval ductwork
systems (continued)
Context/Scope
Know how, and be able to interpret and apply information from:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Be able to verify that methods of working ensures that any damage to
customer/client property and building features is avoided during work
activities
6
Know the procedures for the soundness
testing of industrial and commercial
rectangular, circular or flat oval ductwork
systems
Know how, and be able to interpret and apply information for the
soundness testing from:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Know how, and be able to identify the requirements of circular or flat
oval ductwork systems to confirm that they are ready to receive
soundness tests to cover:

Ductwork

Appliances

Components
Be able to confirm through visual inspections that rectangular, circular
or flat oval supply systems conform with industry specifications
Know how to interpret test records to confirm compliance with
specifications
Know the actions that must be taken when testing reveals leakage f
Be able to complete and evaluate test sheet documentation in
accordance with appropriate industry specifications/guides
Annex 15B
NOS Ref.
Further Guidance
Be able to implement checks to confirm:

System cleanliness

Un-commissioned systems and components cannot be activated
Area of Competence
Mechanical ventilation systems installation (Non-domestic)
Competence requirement
The installer must:
7
Know the procedures for commissioning
industrial and commercial rectangular, circular
or flat oval ductwork systems
Context/Scope
Know how, and be able to interpret and apply industry specifications
and guidelines including:

Supply

Extract

Re-circulation

Kitchen extract

Low, medium and high pressure/velocity air
Specify the procedures for establishing correct mechanical and control
performance for the following:

Small air handling units

Fans, axial and centrifugal

Heater / filter / cooler batteries

Fan coil units

Variable air volume units

Regulating/ motorised dampers

Fire dampers
Know the procedures for commissioning ductwork systems and
components in accordance with industry specifications
Know, and be able to confirm the points in the commissioning process
where co-operation and liaison with other trades and
clients/customers may be required
Conduct mechanical and control performance checks and adjustments
in accordance with industry specifications for the following:

Fans, axial and centrifugal

Heater / filter / cooler batteries

Regulating/ motorised dampers

Fire dampers
Know the information that would be required to complete
commissioning documentation
Annex 15B
NOS Ref.
Further Guidance
Know the actions to take when components being commissioned do
not meet performance requirements
Annex 15B - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Mechanical ventilation system installation (Non-Domestic)
Building Regulations - Approved Documents L2b(2010)
The Non-domestic Building Services Compliance Guide (2010)
Annex 15c – Air handling unit (Non-domestic)
Annex 15C - Common Minimum Technical Competency Requirements for
air handling unit installation (non-domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
1
2
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Heating and Ventilating
Ductwork Installation (QCF)
OR
SVQ Level 3 in Heating and Ventilating Ductwork
Planning and Installation
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
QCF Unit Achievement of units:
D/602/4920 - Understand industrial and
commercial air handling unit installation
techniques (Level 3)
OR
SCQF Unit Achievement of units:
F9NF 04 - Install, Test and Pre-Commission Air
Handling and Extraction Units
3
4
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
Area of Competence
Air handling unit installation
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial air handling units
Context/Scope
Know the operating and working principles for all of the following air
handling units:

High and low velocity

Constant and variable volume systems:
 Primary (fresh air) air plant for fan-coil, induction and room
heat pump systems
 Supply and extract air plant for single-duct, dual-duct and
multi-zone systems
 Special filtration for operating theatres, museums or clean
rooms
 Energy/ heat recovery for industrial application, and for very
quiet applications such as concert halls.
 Units that may be accommodated in plant rooms or external to
the building served, typically a roof location.


Including
Factors to determine unit/system selection
Key regulations relevant to the installation
Know the operating principles of different appliance types that are
connected to air handling units, including:

Manufacturer’s units

Compliance with industry specifications and manufacturer’s
instructions
Know the working principles of the following air handling unit
components:

Mechanical, moving and non-moving parts

Electrical

Motors

Pumps

Humidifiers

Filters
Annex 15C
NOS Ref.
Further Guidance
Area of Competence
Air handling unit installation
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial air handling units
(continued)
Context/Scope
Know how to calculate the duct sizing requirements for air handling
units, including:

High and low velocity

Constant and variable volume systems:
– Primary (fresh air) air plant for fan-coil, induction and room
heat pump systems
– Supply and extract air plant for single-duct, dual-duct and
multi-zone systems
– Special filtration for operating theatres, museums or clean
rooms
– Energy/ heat recovery for industrial application, and for very
quiet applications such as concert halls.

Units that may be accommodated in plant rooms or external to
the building served, typically a roof location
Confirm the air handling system layout requirements for:
Systems

High and low velocity systems

Constant and variable volume systems:
– Primary (fresh air) air plant for fan-coil, induction and room
heat pump systems
– Supply and extract air plant for single-duct, dual-duct and
multi-zone systems
– Special filtration for operating theatres, museums or clean
rooms
– Energy/ heat recovery for industrial application, and for very
quiet applications such as concert halls.

Units that may be accommodated in plant rooms or external to
the building served, typically a roof location.
and components
 Mechanical, moving and non-moving parts
 Electrical
 Motors
 Pumps
Annex 15C
NOS Ref.
Further Guidance
 Humidifiers
 Filters
In accordance with Industry specifications and regulations
Know the positioning of selected components in air handling units
Area of Competence
Air handling unit installation
Competence requirement
The installer must:
2
Know the legislative and organisational
procedures related to all industrial and
commercial air handling unit work activities
Context/Scope
Know how to interpret and apply appropriate sources of health and
safety information as they relate to the:

Installation

Testing

Commissioning
of air handling units
Know how to interpret and apply codes of practice, and industry
recommendations appropriate to the:

Installation

Testing

Commissioning
of air handling units
Know how to prevent the inadvertent operation of the installed system
during work activities
3
Know how to complete preparation work for
industrial and commercial air handling unit
installation activities
Describe the visual inspections and tests required in the work location
to determine preparation requirements to:

Install

Test

Commission
On air handling units
Know how to evaluate the work location to determine planning
requirements
4
Know the procedures for identifying industrial
and commercial air handling unit equipment
and components
Know how to calculate from drawings and specifications the materials
fittings and components required to complete work on air handling
units
Know how to evaluate site drawings, plans and the work location to
determine specific air handling unit installation requirements
Know how to interpret and apply appropriate sources of information
when determining air handling installation requirements including:

Statutory Regulations
Annex 15C
NOS Ref.
Further Guidance




Codes of Practice
Industry Standards
Industry Guides/Good Practice Guides
Specifications

Know how to evaluate the installation requirements against drawings
and specifications to determine compatibility
Area of Competence
Air handling unit installation
Competence requirement
The installer must:
4
Know the procedures for identifying industrial
and commercial air handling unit equipment
and components (continued)
5
Know how to install industrial and commercial
air handling units
Context/Scope
Know the range of environmentally friendly materials, products,
procedures and energy efficiency devices applicable to air handling
units
Know the methodologies to measure and record site details for
installation purposes
Know how to interpret and apply information for the installation of air
handling units from:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
6
Know the procedures for the testing of
industrial and commercial air handling units
Know how to interpret and apply information for the testing of air
handling units from:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Know the requirements of air handling units to confirm that they are
ready to receive tests to cover:

Motors

Pumps

Humidifiers

Filters
Know the procedure for testing air handling units/unit components
including:

Motors

Pumps

Humidifiers

Filters
Annex 15C
NOS Ref.
Further Guidance
Know the procedures for cleaning and charging an air handling unit
Know how to interpret test records to confirm compliance with
specifications
Area of Competence
Air handling unit installation
Competence requirement
The installer must:
7
Know the procedures for commissioning
industrial and commercial air handling units
Context/Scope
Know how to interpret and apply appropriate sources of information
on the performance of air handling units including:

High and low velocity systems

Constant and variable volume systems:
 Units that may be accommodated in plant rooms or external to
the building served, typically a roof location.
Know the procedures for establishing correct mechanical and control
performance for the following:
Systems –

High and low velocity

Constant and variable volume systems:
– Primary (fresh air) air plant for fan-coil, induction and room
heat pump systems
– Supply and extract air plant for single-duct, dual-duct and
multi-zone systems
– Special filtration for operating theatres, museums or clean
rooms
– Energy/ heat recovery for industrial application, and for
very quiet applications such as concert halls.

Units that may be accommodated in plant rooms or external to
the building served, typically a roof location.
Components –

Mechanical, moving and non-moving parts

Electrical

Motors

Pumps

Humidifiers

Filters
Know the procedures for commissioning systems and components in
accordance with industry specifications
Annex 15C
NOS Ref.
Further Guidance
Know the information that would be required to complete
commissioning documentation
Know the actions to take when components being commissioned do
not meet performance requirements
Annex 15C - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Air handling unit installation (Non-Domestic)
Building Regulations - Approved Documents L2b (2010)
The Non-domestic Building Services Compliance Guide (2010)
Annex 15d – Plastic ductwork systems
Annex 15D - Common Minimum Technical Competency Requirements for
Plastic Ductwork Systems Installation (Non-domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
1
2
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Heating and Ventilating
Ductwork Installation (QCF)
OR
SVQ Level 3 in Heating and Ventilating Ductwork
Planning and Installation
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF Unit Achievement of units:
D/602/2715 - Understand industrial and
commercial plastic ductwork installation
techniques (Level 3); and
H/502/8229 - Install and pre-commission industrial
and commercial ductwork systems (Level 3)
OR
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
SCQF Unit Achievement of units:
F9NE 04 - Install, Test and Pre-Commission
Ductwork Systems and Components
3
4
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
Area of Competence
Plastic ductwork installation (Non-domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial plastic ductwork
systems
Context/Scope
Know the operating and working principles for all of the following
plastic ductwork systems:
 Supply
 Extract
 Low, medium and high pressure/velocity air
Know the working principles of the following plastic ductwork
components:
 Flexible ducts
 Air handling units
 Fans, axial and centrifugal
 Attenuator
 Heater / filter / cooler batteries
 Regulating/ motorised dampers
 Fire dampers
 Plenum boxes
 Access doors
 Terminal units/Grilles/Diffusers
Know the options where the installation requirements are not
compatible with the design specification.
Know the ductwork system layout requirements for systems and
components including:
- Systems
– Supply
– Extract
– Low, medium and high pressure/velocity air
– Components
 Flexible ducts
 Air handling units
 Fans, axial and centrifugal
 Attenuator
 Heater / filter / cooler batteries
 Regulating/ motorised dampers
 Fire dampers
Annex 15D
NOS Ref.
Further Guidance
 Plenum boxes
 Access doors
 Terminal units/grilles/Diffusers
In accordance with Industry specifications and regulations
Area of Competence
Plastic ductwork installation (Non-domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial plastic ductwork
systems (continued)
2
Know the legislative and organisational
procedures related to all industrial and
commercial plastic ductwork systems work
activities
Context/Scope
Know the positioning of selected components in plastic ductwork
systems
Know and apply appropriate sources of health and safety information
as they relate to the:
 Installation
 Testing
 Commissioning
 Fault diagnosis
 De-commissioning
of plastic ductwork systems
Know and apply codes of practice, and industry recommendations
appropriate to the:
 Installation
 Testing
 Commissioning
of plastic ductwork systems
Know the actions that should be taken to liaise with other persons
during the:
 Installation
 Testing
 Commissioning
of plastic ductwork systems
Know how to prevent the inadvertent operation of the installed
system during work activities
3
Know how to complete preparation work for
industrial and commercial plastic ductwork
installation activities
Know the visual inspections required in the work location to determine
preparation requirements to:
 Install
 Test
 Commission
Annex 15D
NOS Ref.
Further Guidance
plastic ductwork systems
Know how to evaluate the work location to determine planning
requirements
Know how to calculate from drawings and specifications the materials
and fittings required to complete work on plastic ductwork systems
Area of Competence
Plastic ductwork installation (Non-domestic)
Competence requirement
The installer must:
4
Know the procedures for identifying industrial
and commercial plastic systems, equipment
and components
Context/Scope
Know how to evaluate site drawings, plans and the work location to
determine specific plastic ductwork installation requirements
Know how to interpret and apply appropriate sources of information
when determining plastic ductwork installation requirements
including:
 Codes of Practice
 Industry Standards
 Industry Guides/Good Practice Guides
 Specifications
Know the installation requirements against drawings and specifications
to determine compatibility
Know the range of environmentally friendly materials, products,
procedures and energy efficiency devices applicable to plastic
ductwork systems
5
Know how to install industrial and commercial
plastic ductwork systems
Know the methodologies to measure and record site details for
installation purposes
Know how to interpret and apply information for the installation of
plastic ductwork systems from:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
6
Know the procedures for the soundness
testing of industrial and commercial plastic
ductwork systems
Know how to interpret and apply information for the soundness testing
of plastic ductwork systems from:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Annex 15D
NOS Ref.
Further Guidance
Know the requirements of plastic ductwork systems to confirm that
they are ready to receive soundness tests to cover:

Ductwork

Appliances

Components
Area of Competence
Plastic ductwork installation (Non-domestic)
Competence requirement
The installer must:
6
Know the procedures for the soundness
testing of industrial and commercial plastic
ductwork systems (continued)
7
Know the procedures for commissioning
industrial and commercial plastic ductwork
systems
Context/Scope
Know how to interpret test records to confirm compliance with
specifications
Know the actions that must be taken when testing reveals leakage
from plastic ductwork systems:
Know how to interpret and apply appropriate sources of information
on the performance of plastic ductwork systems including:

Supply

Extract

Low, medium and high pressure/velocity air
Know the procedures for establishing correct mechanical and control
performance for the following:

Small air handling units

Fans, axial and centrifugal

Heater / filter / cooler batteries

Fan coil units

Variable air volume units

Regulating/ motorised dampers

Fire dampers
Know the procedures for commissioning plastic ductwork systems and
components in accordance with project specifications
Know the points in the commissioning process where co-operation and
liaison with other trades and clients/customers may be required
Know the information that would be required to complete
commissioning documentation in order to ensure the safe
commissioning of systems and components
Know the actions to take when components being commissioned do
not meet performance requirements
Annex 15D
NOS Ref.
Further Guidance
Annex 15D - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Plastic ductwork installation (Non-Domestic)
Building Regulations - Approved Documents L2b (2010)
The Non-domestic Building Services Compliance Guide (2010)
Annex 15e – Fire-rated ductwork systems
Annex 15E - Common Minimum Technical Competency Requirements for
Fire-rated Ductwork Systems Installation (Non-domestic)
Routes to demonstrating required competence
Inspection / Assessment
Route
1
2
Qualifications/Certification
Experience / Evidence
Level 3 NVQ Diploma in Heating and Ventilating
Ductwork Installation (QCF)
OR
SVQ Level 3 in Heating and Ventilating Ductwork
Planning and Installation
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF Unit Achievement of units:
M/502/8203 - Understand and apply industrial
and commercial fire rated ductwork installation
and pre-commissioning techniques (Level 3); and
H/502/8229 - Install and pre-commission industrial
and commercial ductwork systems (Level 3)
OR
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
SCQF Unit Achievement of units:
F9NE 04 - Install, Test and Pre-Commission
Ductwork Systems and Components
3
4
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be assessed
and demonstrated but do not lead to the award of a qualification.
Area of Competence
Fire rated ductwork installation (Non-domestic)
Competence requirement
The installer must:
1
Know the working principles and layouts of
industrial and commercial fire rated ductwork
systems
Context/Scope
Know the operating and working principles for supply and extract fire
rated ductwork systems in:

Car parks

Stair wells

Other fire protected areas
Know the working principles of the following fire rated ductwork
components:

Flexible ducts

Air handling units

Fans, axial and centrifugal

Attenuator

Regulating/ motorised dampers

Fire dampers

Access doors

Terminal units/Grilles/Diffusers
Know the options where the installation requirements are not
compatible with the design specification
Know how to interpret the ductwork system layout requirements for
systems and components including:
–
Systems

Supply

Extract
–
Components

Flexible ducts

Air handling units

Fans, axial and centrifugal

Attenuator

Regulating/ motorised dampers

Fire dampers

Access doors

Terminal units/grilles/Diffusers
In accordance with Industry specifications and regulations
Annex 15E
NOS Ref.
Further Guidance
Know the positioning of selected components in fire rated ductwork
systems
Area of Competence
Fire rated ductwork installation (Non-domestic)
Competence requirement
The installer must:
2
Know the legislative and organisational
procedures related to all industrial and
commercial fire rated ductwork systems work
activities
Context/Scope
Know how to interpret and apply appropriate sources of health and
safety information as they relate to the:

Installation

Testing

Commissioning
of fire rated ductwork systems
Know how to interpret and apply codes of practice, and industry
recommendations appropriate to the:

Installation

Testing

Commissioning
of fire rated ductwork systems
Know the actions that should be taken to liaise with other persons
during the:

Installation

Testing

Commissioning
of fire rated ductwork systems
Know how to prevent the inadvertent operation of the installed system
during work activities
3
Know how to complete preparation work for
industrial and commercial fire rated ductwork
installation activities
Know the visual inspections required in the work location to determine
preparation requirements to:

Install

Test

Commission
fire rated ductwork systems
Know how to evaluate the work location to determine planning
requirements
Annex 15E
NOS Ref.
Further Guidance
Know how to calculate from drawings and specifications the materials
and fittings required to complete work on fire rated ductwork systems
4
Know the procedures for identifying industrial
and commercial fire rated ductwork
equipment and components
Know how to evaluate site drawings, plans and the work location to
determine specific fire rated ductwork installation requirements
Area of Competence
Fire rated ductwork installation (Non-domestic)
Competence requirement
The installer must:
4
Know the procedures for identifying industrial
and commercial fire rated ductwork
equipment and components (continued)
Context/Scope
Know how to interpret and apply appropriate sources of information
when determining fire rated ductwork installation requirements
including:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Know how to evaluate the installation requirements against drawings
and specifications to determine compatibility
Know the range of environmentally friendly materials, products,
procedures and energy efficiency devices applicable to fire rated
ductwork systems
5
Know how to install industrial and commercial
fire rated ductwork systems
Know the methodologies to measure and record site details for
installation purposes
Know how to interpret and apply information for the installation of fire
rated ductwork systems from:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
6
Know the procedures for the soundness
testing of industrial and commercial fire rated
ductwork systems
Know how to interpret and apply information for the soundness testing
of fire rated ductwork systems from:

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides

Specifications
Know the requirements of fire rated ductwork systems to confirm that
they are ready to receive soundness tests to cover:

Ductwork
Annex 15E
NOS Ref.
Further Guidance


Appliances
Components
Know how to interpret test records to confirm compliance with
specifications
Area of Competence
Fire rated ductwork installation (Non-domestic)
Competence requirement
The installer must:
6
Know the procedures for the soundness
testing of industrial and commercial fire rated
ductwork systems (continued)
7
Know procedures for commissioning industrial
and commercial fire rated ductwork systems
Context/Scope
Know the actions that must be taken when testing reveals leakage
from fire rated ductwork systems
Know how to interpret and apply appropriate sources of information
on the performance of fire rated ductwork systems including:

Supply

Extract
Know the procedures for establishing correct mechanical and control
performance for the following:

Small air handling units

Fans, axial and centrifugal

Regulating/ motorised dampers

Fire dampers
Know the procedures for commissioning fire rated ductwork systems
and components in accordance with project specifications
Know the points in the commissioning process where co-operation and
liaison with other trades and clients/customers may be required
Know the information that would be required to complete
commissioning documentation in order to ensure the safe
commissioning of systems and components
Know the actions to take when components being commissioned do
not meet performance requirements
Annex 15E
NOS Ref.
Further Guidance
Annex 15E - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Fire-rated ductwork systems installation (Non-Domestic)
Building Regulations - Approved Documents L2b (2010)
The Non-domestic Building Services Compliance Guide (2010)
Annex 16a – Air conditioning installation
Annex 16A - Common Minimum Technical Competency Requirements for air conditioning system
installation
Routes to demonstrating required competence
Route
1a
1b
2
3
Qualifications/Certification
Experience / Evidence
600/0912/3 - City & Guilds Level 2 NVQ Diploma in
Installing, Testing and Maintaining Air Conditioning
and Heat Pump Systems (QCF)
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF unit achievement:
R/602/4994 - Understand and Carry Out Site
Preparation and Pipework Fabrication Techniques
for RAC Systems; and
A/602/496? - Understand air conditioning and
heat pump system installation, testing and
maintenance techniques; and
K/602/4998 - Understand and carry out electrical
work on RAC systems and components; and
Y/602/4981 - Understand and carry out brazing
techniques for RAC systems; and
D/602/5002 - Install, Test and Maintain Air
Conditioning and Heat Pump Systems
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
4
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Yes
Yes
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
1.
Know how to complete general site
preparation work for RAC pipework systems
Context/Scope
Know how to identify and use appropriate sources of information
when preparing for RAC work activities, including:
Regulations and standards

Statutory Regulations

Codes of Practice

Industry Standards

Industry Guides/Good Practice Guides
Sources of information

Drawings, specifications and data

Common types of RAC drawing

Common graphical symbols and abbreviations used on RAC
drawings

Specifications and standards used to communicate information

Service and maintenance records, programmes, schedules and
specifications

Installation, Operating and Maintenance Manuals
Know what preparatory work is required for the work location in order
to prepare, fit and fix, service and maintain and test then
decommission RAC pipework systems, to include:

Preparing work sites

Identifying and selecting materials and equipment

Fit and fix cooling systems and components

Soundness testing systems and components

Commissioning systems and components
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
1
Know how to complete general site
preparation work for RAC pipework systems
(continued)
Context/Scope
Know the building construction/local site features which may impact
upon the work required to fit and fix, service and maintain and test
then decommission RAC pipework systems, including:

Building construction methods and materials used in the RAC
sector

Simple industrial/commercial building details

Main functions of the components that make up a simple building

Principal services required for a simple industrial/commercial
building
Know the measures required to protect the building fabric/customer
property, before and throughout completion of work on RAC
installations, including:

Use of dust sheets

Protection from flame damage

Protection of customer/client

Protection of appliances and components before and during work
activities
Know the implications that suspension of an RAC system can have on
appropriate persons, including:
2
Know how, and be able to apply leak tightness
tests to RAC pipework

Customers

Other site workers

Site visitors
Know and be able to use the appropriate equipment for applying a leak
tightness test to a pipework section
Know and be able to apply the procedure for completing a leak
tightness test on a pipework section in accordance with appropriate
industry standards and record the leak tightness test procedure
Know and be able to take the action that must be taken when
inspection and testing reveals defects in RAC pipework, including:

Remedial work associated with leakage from RAC pipework
systems
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
3
Know how, and be able to apply general site
preparation techniques to fit, fix and test RAC
pipework systems
Context/Scope
Know the procedures for reporting problems that could delay progress
of the work
Know the procedures for the ordering, requisitioning and checking of
RAC materials
Know the procedures for the safe and secure storage of RAC materials,
tools and equipment in the workplace
Be able to check the safety of the work location in order for the work
to safely proceed



Safe access and exit
Immediate work location e.g. slips, trips and fall hazards
Appropriate risk assessments/ method statements are available
and worked to
Be able to select Personal Protective Equipment relevant to the RAC
work activity being carried out
Be able to select the hand and power tools relevant to the RAC work
activity being carried out
Be able to check that tools and equipment selected for RAC work
activity are safe to use and are correctly calibrated
4
Know how, and be able to prepare to fit, fix
and test RAC pipework systems
Know and be able to use the drawings and specifications required to
prepare for the fabrication of RAC pipework systems
Know and be able to select the appropriate materials and fittings
required to complete work and check them for damage, including:






Pipe
Copper
Steel pipe (for industrial refrigeration)
Insulation
Plastic or copper condensate pipe work
Fittings
Annex 16A
NOS Ref.
Further Guidance







Flare nut fittings (implications of use – i.e. possibility of leakage)
Line tap and Schrader valves
Mechanical control devices
Electrical control components
Brazed fittings
Steel pipe fittings (for industrial refrigeration)
Electrical cables and associated component fittings
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
4
Know how, and be able to prepare to fit, fix
and test RAC pipework systems (continued)
Context/Scope
Know and be able to select the hand and power tools required to
complete work, including:
Tools for 
Marking out

Cutting (pipe, cable & insulation)

Bending (copper pipe & plastic conduit)

Jointing (Electrical, Mechanical and Brazing)
Specialist tools used in the RAC sector 
Brazing equipment

Torque wrenches

Electric drills (110v and cordless)

Electrical test instruments

Pipe bending machines

Pipe cutters and Reamers

General hand tools

Levels (including Laser)

Core drills

Joint forming tools (Swage, brazing etc)

Relevant Mechanical and Electrical testing equipment
Know and be able to select the Personal Protective Equipment
relevant to the work activity
5
Know how, and be able to fabricate RAC
pipework
Know the methods and techniques for fabricating, and be able to
fabricate RAC pipework to industry standards and specifications
including:




Measuring and marking out
Bending; hand springs and mechanical formers o 90°
o Off-set
o Passover
Cutting
Drilling and fixing
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
5
Know how, and be able to fabricate RAC
pipework (continued)
Context/Scope
Know the material jointing techniques, and conduct jointing on
pipework using:

Mechanical methods
o Flare joints

Heat methods
o Flame Brazing and Gas Welding
o Silver soldering

Solvent methods
o Adhesives for insulation

Joints for secondary refrigeration systems (glycol)
Know the methods and techniques for using, and be able to select and
use hand tools, power tools, drills and fixing devices for fixing to:

Wood (timber studding and wall board)

Masonry (brick, block, concrete, plasterboard)

Metal
And using appropriate fixing devices, including:

Nails

Screws

Heavy duty fixing devices

Threaded rod and ‘U’ channel
Know the methods and techniques for fixing pipework, and be able to
fix pipework using clips and brackets for the following pipe materials as
identified in

Copper

Steel

Insulation

Plastic / copper condensate pipe work
Know how to determine the appropriate bracket spacing intervals in
accordance with pipe diameter requirements for horizontally and
vertically mounted copper pipework
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
5
Know how, and be able to fabricate RAC
pipework (continued)
6
Know the specific Health and Safety
requirements which apply to the fitting and
fixing, servicing and maintaining and decommissioning of air conditioning and heat
pump systems
Context/Scope
Know and be able to apply the industry requirements for:
 Safe use of tools identified in for o Marking out
o Cutting
o Bending
o Jointing (Mechanical and Brazing)
 Tool maintenance
o Cleaning
o Servicing
o PAT testing (confirmation of due date)
o Sharpening
o
Calibration (confirmation of due date)
Know the COSHH requirements of different refrigerants and other
pressurised and flammable fluids
Know the impact that working with refrigerants can have on the safety
of individuals and wider environment
Know the dangers associated with pressurised systems
7
Know the legislative and organisational
procedures for fitting and fixing, servicing and
maintaining and de-commissioning of air
conditioning and heat pump systems
Know the appropriate sources of health and safety information when
fitting and fixing, servicing and maintaining and de-commissioning of
air conditioning systems
Know the regulations, codes of practice, and industry
recommendations appropriate to the fitting and fixing of air
conditioning systems, including working with refrigerants and other
pressurised and flammable fluids
Know the appropriate persons whom it may be necessary to advise
before a system is isolated in order to undertake work
Know the actions that should be taken to liaise with other persons
upon completion of work procedures with regard to:
 Safe system shutdown
 Labelling of components
 Recording refrigerant and oil use
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
8
Understand the working principles and layouts
of air conditioning and heat pump systems
Context/Scope
Know the function and operating principles of:

Compressors

Condensers

Expansion devices
o Capillary tube
o Thermostatic expansion valves
o Electronic expansion valves

Direct Expansion and Flooded Evaporators

Accumulators

Air to air cooling only systems (aero thermal)

Air to water heat pump systems (hydrothermal)
Know the features and characteristics of:

Oil free compressors

Four way valves

Critical charge systems

Inverter driven systems (2 and 3 pipe systems)

Low ambient control systems

Pipework insulation

Air filters

Condensate removal
Know the properties, advantages and disadvantages of different
refrigerants, including:

Leakage implications (direct and indirect)

TEWI (Total Environmental Warming Impact) effect
Know how the following are designed or contribute towards helping to
reduce the indirect Global Warming Potential of RAC systems:

Variable speed drives

Defrost controls

Capacity control

Enhanced Capital Allowances (ECAs)

Energy Efficiency Ratio (EER)
Know the requirements for following work procedures to replace
refrigerant types in RAC systems
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
8
Understand the working principles and layouts
of air conditioning and heat pump systems
(continued)
Context/Scope
Know the procedures for plotting the following on a simple
psychometric chart:

Sensible heating

Sensible cooling

Humidification

Dehumidification
Know how to identify and calculate cooling and heating capacity in kW
using system information and psychometric charts
Know the various environmental conditions in relation to the operation
of air conditioning and heat pump systems
9
Know the procedures for fitting, fixing and
testing cooling systems equipment and
components
Know the fitting and fixing procedures for air conditioning and heat
pump systems, equipment and components, to include:

Indoor refrigeration units

Fresh and regenerated air systems

Outdoor refrigeration units

Water Chillers
Know the suitable methods for making pipework connections to:

Single and multiple Indoor units

Outdoor units
Know the requirements for the correct selection and use of the
following items of specialist RAC equipment:

Gauges and regulators

Leak detection devices

Vacuum pumps

Weighing scales
Know the methods and procedures for:

Strength integrity testing

Tightness testing

Leak testing

Evacuation and dehydration
Know the requirements for the appropriate test results
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
9
Know the procedures for fitting, fixing and
testing cooling systems equipment and
components (continued)
Context/Scope
Know the procedures for charging blended (zeotopic blends) and single
fluid refrigerants into systems
Know the procedures for determining when charge is correct in air to
air and air to water refrigeration systems
Know the process for handing over systems to customers, including:

Operation of system and controls
Know the procedures for completing appropriate employer and any
required legislative documentation when work is complete
10
Know the electrical standards that apply to the
mechanical services industry
Know the statutory legislation and guidance information that applies to
electrical supply and control of domestic mechanical services systems
and their components
 General legislation
 Construction specific legislation
 Mechanical services specific legislation
– Professional body guidance
 Codes of practice
 Manufacturer installation & service/maintenance instructions
 Manufacturer user instructions
Know the range of information that would be detailed on a minor
works certificate for an electrical system or component
Know the procedure for notifying works carried out to the relevant
authority
11
Know the principles of electricity supply to
Buildings
Know the methods by which electricity is generated

Basic power station operation

Principles of generation

Types of supply
- Single phase
- Three-phase and neutral
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation (
Competence requirement
The installer must:
11
Know the principles of electricity supply to
Buildings (continued)
Context/Scope
Know the methods by which generated electricity is distributed to non
dwellings and commercial properties.

Basic operation of the national grid and local distribution systems
- Sub-stations
- Supply transformers
- Local distribution of three – and single-phase supplies to
premises
Know the purpose of electrical components at entry to the property

Main fuse (single phase) and cable head connection

Meter

Consumer unit

Main earth terminal
12
Know the layout features of electrical circuits
in Buildings
Know the system layout features for electrical circuits in non dwellings
and commercial properties

Ring main circuit

Radial circuit

Fixed equipment supplies
Spurs and fused outlets
Know the types of cables and conductors used for the installation of
electrical equipment in mechanical services systems
Know the applications and limitations of the types of cable and
conductors used for the installation of electrical equipment in
mechanical services systems
Know the difference between class 1 and class 2 electrical equipment
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
12
Know the layout features of electrical circuits
in Buildings (continued)
Context/Scope
Know the function of electrically operated components used in
mechanical services systems
 Flame rectification devices
 Flame suppression devices
 Solenoid valves
 Thermistors
 Thermocouples
 Micro switches
 Relays
 Printed circuit boards
 Pressure switches
 Pumps
 Fans
 Compressors
 Evaporators
 Leak detection

Control components
 Thermostats
 Programmers/timers
 Electrically operated control valves
 Wiring centres

Switches
 Rocker plate (with/without cpc) – single and double pole
 Pull cord
 Pressure operated
Know the operating principles of electrical circuit protection devices

Miniature circuit breakers

Residual current devices including RCBOs

Fuses
Re-wireable
Cartridge
High breaking capacity
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
12
Know the layout features of electrical circuits
in Buildings (continued)
Context/Scope
Know the need for, and requirements of earthing systems
 Main earthing systems
TT system
TN - S system
TN-C-S system
 Protective equipotential bonding
 High risk rooms (zones) in dwellings
 Supplementary earthing (bonding)
 Temporary continuity bonding
Know the warning notices to be applied
13
Know, and be able to carry out the electrical
industry safe isolation procedure
Know and be able to use the test equipment required to prove that
circuits to be worked on are dead
 Approved voltage indicating device
 Proving unit
Know and be able to carry out the electrical industry agreed procedure
for safe isolation of electrical circuits
 Select the approved voltage indicating device and test on a known
supply
 Locate and identify the isolation point for the equipment to be
worked on
 Isolate the supply and prevent re-energisation
 Verify that the equipment is dead
 Fit warning labels
 Re-check the approved voltage indicating on a known supply for
correct function
Know the methods of ensuring that circuits cannot be re-activated
while work is taking place on them
 Use of locking devices
 Device retention (fuse removal)
Annex 16A
NOS Ref.
Further Guidance
14
Know, and be able to demonstrate and apply
the site preparation techniques for the
electrical connection of mechanical services
components
Know the required sources of information when carrying out work on
electrical systems
 Statutory regulations
 Industry standards
 Manufacturer technical instructions
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
14
Know, and be able to demonstrate and apply
the site preparation techniques for the
electrical connection of mechanical services
components (continued)
Context/Scope
Be able to check the safety of the work location in order for the work
to safely proceed
 Safe access and exit
 Immediate work location e.g. tripping hazards
 Appropriate risk assessments/ method statements are followed
Know the preparatory work required to be carried out to the building
fabric in order to install or commission electrical systems or
components
Know the types of pre-existing damage to the existing building fabric or
customer property that may be encountered before commencing work
on electrical systems and components
 Building wall/floor surfaces
 Existing electrical system components
 Building décor and carpets
Know the protection measures to be applied to the building fabric or
customer property, during and on completion of work on electrical
systems and components
 Building wall/floor surfaces
 Existing and new electrical systems and kitchen furniture /
components and hygiene
 Building décor and carpets
Know the cable, materials and fittings required to complete work on
electrical systems
Know the hand and power tools required to complete work on
electrical systems
15
Know the installation and connection
requirements of, and be able to install
electrically operated mechanical services
components
Know the method used to identify that existing electrical supplies and
circuits are suitable for the proposed installation of electrical
equipment used in domestic mechanical services systems
Know the procedure for sizing electrical materials and components
 Basic cable sizing procedure type cables and conductors
 Basic circuit protection device sizing procedure –circuit types
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
15
Know the installation and connection
requirements of, and be able to install
electrically operated mechanical services
components (continued)
Context/Scope
Know the method used to select suitable cables and cords for
components and circuits
 Selection of appropriate multi-core cables
 Selection of appropriate multi-core cords
 Selection of pvc single conductors
Know the requirements for protecting cables installed in the building
fabric and terminating in enclosures

Protection methods in wall and floor surfaces
Embedded (sheathing) – depth of cover, application of RCD
protection
Exposed (mini-trunking)
Within ducting
Within timber stud partitions
Within timber floor structures

Junction boxes

Switch/socket boxes
Countersunk
Pattresses
Surface mounted

Wiring centres
Know the types of cable termination methods approved for use in
dwellings

Screw terminals

Pillar terminals

Claw and washer terminals

Crimping

Strip connectors
Be able to carry out the electrical wiring of a mechanical / refrigeration
or air conditioning control system from an existing supply.

Refrigeration or air conditioning system incorporating all
necessary control components

Positioning and fixing of all necessary enclosures, switches and
Annex 16A
NOS Ref.
Further Guidance


circuit protection devices
Correct routing, installation and termination of appropriate
cables and conductors to control system components
Correct earthing provision for all components and exposed
metallic parts of the system
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
15
Know the installation and connection
requirements of, and be able to install
electrically operated mechanical services
components (continued)
Context/Scope
Know the method of installation and wiring termination for fixed
electrical equipment

From consumer unit
Air Conditioning Units cassette / free standing
Free standing chiller / cooler
Refrigeration cabinet
Refrigeration control unit
Refrigeration compressor / pack
Refrigeration evaporators

From fused-spur connection unit
- Air Conditioning Units cassette / free standing
- Free standing chiller / cooler
- Refrigeration cabinet
- Refrigeration control unit
- Refrigeration compressor / pack
- Refrigeration evaporators

From existing appliance supply point
- Air Conditioning Units cassette / free standing
- Free standing chiller / cooler
- Refrigeration cabinet
- Refrigeration control unit
- Refrigeration compressor / pack
Refrigeration evaporators
Be able to apply temporary continuity bonding to metallic pipework
prior to making pipework connections
16
Know the inspection and testing requirements
of, and be able to inspect and test, electrically
operated mechanical services components
Know the requirements of a visual inspection of completed electrical
installation work for mechanical services systems prior to electrical
inspection and testing
Know the equipment used for electrical testing of mechanical services
components and its calibration requirements
Know the importance of carrying out tests on dead circuits wherever
possible
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
16
Know the inspection and testing requirements
of, and be able to inspect and test, electrically
operated mechanical services components
(continued)
Context/Scope
Know the purpose of the electrical testing procedures for new and
existing circuits

Polarity

Earth continuity

Insulation resistance

Earth fault loop impedance

Residual current device
Know the requirements for carrying out functional testing of electrical
components
Be able to carry out the inspection and testing of a completed
refrigeration or air conditioning controls system

Visual inspection

Selection and use of appropriate test equipment

Appropriate circuit testing
- Polarity
- Earth continuity
- Insulation resistance

Functional testing

Completion of a minor works certificate
Be able to carry out the inspection and testing of existing electrical
circuits following replacement of electrical conductors, to:

refrigeration or air conditioning systems and/ or equipment
components
Know the procedure for final handover of electrical circuits that supply
electrically operated domestic mechanical services components

Installation completion of certification

Demonstration to the user
Annex 16A
NOS Ref.
Further Guidance
17
Know the procedures for safely diagnosing and
rectifying faults, and be able to diagnose and
rectify faults in electrically operated
mechanical services components
Know the methods of obtaining details of system faults from end users
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
17
Know the procedures for safely diagnosing and
rectifying faults, and be able to diagnose and
rectify/faults in electrically operated
mechanical services components (continued)
Context/Scope
Know how to identify and use manufacturer instructions and industry
standards to establish the diagnostic requirements of electrical system
components
Know the electrical test equipment used to undertake fault diagnostics
Know the situations in which dead testing of components can be
carried out
Be able to safely isolate electrical systems or components to prevent
them being brought into operation before the work has been fully
completed
Know the situations in which live testing of components may be
necessary and the safety precautions required
Know how to perform a range of routine checks and diagnostics on
electrical system components as part of a fault finding process.
Checking for correct operation of

Appliance components
Flame rectification devices
Flame suppression devices
Solenoid valves
Thermistors
Thermocouples
Micro switches
Relays
Pressure switches
Printed circuit boards
Pumps
Fans
Compressors
Evaporators
Leak detection

Control components
Thermostats
Annex 16A
NOS Ref.
Further Guidance

-
Programmers/timers
Electrically operated control valves
Wiring centres
Switches
Rocker plate (with/without cpc) - single and double pole
Pull cord
Pressure operated
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
17
Know the procedures for safely diagnosing and
rectifying faults, and be able to diagnose and
rectify/faults in electrically operated
mechanical services components (continued)
Context/Scope
Know the methods of correcting deficiencies in electrical components

Inadequate earthing provision

Defective cable positioning (aged cables/ proximity to other
services)

Failed electrical components

Incorrect polarity

Provision of inadequate circuit protection devices
Be able to carry out diagnostic checks to electrical circuits

Inadequate earthing provision

Defective cable routing

Defective termination

Incorrect polarity

Provision of inadequate circuit protection devices
Be able to carry out diagnostic tests to locate faults in electrical
components and carry out repair work

Refrigeration components replacement

Air conditioning components replacement

Control components
- Thermostats
- Programmers/timers
18
Know the working principles of RAC
compressed gas brazing processes
Know the working principles of all the following items of compressed
gas brazing equipment:

Compressed gas cylinders

Two stage regulators

Blowback arresters

Non-return valves

High pressure welding torches

Welding nozzles

High pressure hoses
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
19
Know the legislative and organisational
procedures related to RAC compressed gas
brazing processes
Context/Scope
Know how to Interpret and apply appropriate sources of health and
safety information as it relates to:

Compressed gases

Welding equipment

Brazing processes

Materials handling
Interpret and apply regulations, codes of practice, industry
recommendations, and brazing specifications appropriate to:

Compressed gases

Welding equipment

Brazing processes
Know the appropriate persons whom it may be necessary to advise
before undertaking brazing processes
Know the actions that should be taken upon completion of brazing
processes in terms of:

Quality control

Documentation procedures
Know how to prevent the inadvertent operation of brazing equipment
after completion of work operations
20
Know how, and be able to complete
preparation work for compressed gas brazing
activities
Know how, and be able to carry out a basic risk assessment for the
completion of brazing in the work location
Know and be able to Interpret the method statements for brazing to
ascertain requirements for:

Storage of materials and finished products

Availability of service supplies

Informing appropriate people at key stages in the brazing
process

Reporting problems

Joining procedures

Job instructions
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
20
Know how, and be able to complete
preparation work fo compressed gas brazing
activities (continued)
Context/Scope
Know and be able to select the Personal Protective Equipment
appropriate to the work activity being carried out
Know the preparation requirements for:

Joining pipework by brazing

Testing brazed pipework sections

Commissioning brazed pipework sections
Know and be able to select the pipework materials and fittings
required to complete brazing processes and check them for defects
Know and be able to select the suitable tools and equipment required
to carry out brazing processes
Know the procedures for maintaining brazing tools and equipment
21
Know how, and be able to connect pipework
by compressed gas brazing
Know how to identify and interpret engineering drawings and brazing
specifications for the completion of brazing procedures
Know the methods for and be able to set up and use brazing
equipment, including:

Compressed gas cylinders

Two stage regulators

Blowback arresters

Non-return valves

High pressure welding torches

Welding nozzles

High pressure hoses
Know the basic principles for inspecting, testing and maintaining gas
brazing equipment
Annex 16A
NOS Ref.
Further Guidance
Know the procedures for and be able to braze the following materials
in accordance with industry standards:

Copper pipe

End feed bends and elbows

End feed tees

End feed couplings

Integral ring capillary fittings

Manually formed sockets

Manually formed branches
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
21
Know how, and be able to connect pipework
by compressed gas brazing (continued)
Context/Scope
Know the procedures for and be able to conduct:

Checks on brazed joints for compliance

Tests for defects
Be able to complete checks to establish that:

Joint preparation

Brazing equipment

Consumables
comply with specifications and are fit for purpose
Be able to select tools and equipment required to carry out
compressed gas brazing of pipework and confirm they are fit for
purpose
Be able to confirm that equipment has been safely isolated after
completion of brazing activities
22
Be able to plan and prepare for the
installation, testing and maintenance of air
conditioning systems
Be able to complete relevant documentation including brazed joint test
reports
Be able to confirm that all information is available prior to planning
installation or maintenance activities
Be able to confirm that all tools, equipment and materials are available
and fit for use prior to commencement of the work
Be able to confirm that all persons relevant to the installation or
maintenance activity are identified and that lines of communication
are established
Be able to ensure that all necessary risk assessment and safe working
procedure development has been undertaken prior to work
commencement
Be able to carry out site survey to identify any variations or deviations
to planned work or any structural or access issues which need to be
resolved prior to work commencement
Annex 16A
NOS Ref.
Further Guidance
Be able to identify safe storage arrangements for tools, equipment and
materials prior to commencement of installation or maintenance
activity
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
22
Be able to plan and prepare for the
installation, testing and maintenance of air
conditioning systems (continued)
23
Be able to carry out the installation of air
conditioning systems
Context/Scope
Be able to plan safe access to work areas and confirm with responsible
person on site
Be able to complete preparatory work as necessary in relation to:

The location, siting and fixing of:
Outdoor unit/condensers
Indoor unit/evaporators
Piping (flow and return)

Jointing by brazing or flaring

Confirming requirements for:
Cleanliness inside pipes by purging with OFN
Insulation
Electrical connection
Condensate disposal
Be able to identify and interpret appropriate sources of information
which impact upon the installation of air conditioning pipework,
systems and components, including:

Regulatory documents

Industry Codes of Practice

Manufacturer’s instructions

Installation specifications
Be assemble air conditioning system components to meet the
requirements of the installation specification
Be able to demonstrate appropriate methods for positioning and fixing:

Indoor units

Outdoor units

Condensate drains
Be able to demonstrate appropriate methods for interconnecting,
fixing and insulating pipework
Annex 16A
NOS Ref.
Further Guidance
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
23
Be able to carry out the installation of air
conditioning systems (continued)
Context/Scope
Be able to complete the interconnection and fixing of electrical power
and communication components
Be able to confirm that installed system components and pipework are
correctly installed in accordance with the installation specification
Be able to confirm that the worksite has been cleared in preparation
for system testing
24
Be able to carry out the testing of air
conditioning and heat pump systems
Be able to carry out the checks and tests in accordance with industry
and safety requirements
Be able to carry out the following tests in accordance with appropriate
legislation:




Strength integrity test
Pressure tightness test
Leak test
Evacuation, dehydration and vacuum rise test
Be able to compare pipework length with system factory charge and
determine whether extra refrigerant charge is required
Be able to add additional refrigerant charge by weight in accordance
with manufacturer’s instructions
Be able to carry out basic electrical tests to confirm that system is safe
to switch on:

Continuity

Insulation resistance

Polarity

Resistance to earth

Visual check
Be able to open system valves and run system
Be able to complete checks to confirm system is leak free
Annex 16A
NOS Ref.
Further Guidance
Be able to confirm that the system provides cooling and/or heating by
measuring air flow temperature difference across indoor and outdoor
unit heat exchangers
Area of Competence
Air conditioning system installation
Competence requirement
The installer must:
24
Be able to carry out the testing of air
conditioning and heat pump systems
(continued)
Context/Scope
Be able to record temperature differences
Be able to remove analysers/gauges from systems without refrigerant
loss
Be able to replace valve caps and confirm valves are leak free
Annex 16A
NOS Ref.
Further Guidance
Annex 16A - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Air conditioning systems installation
Building Regulations - Approved Documents L1b, L2b (2010)
The Non-domestic Building Services Compliance Guide (2010)
The Domestic Building Services Compliance Guide (2010)
BSRIA Model Commissioning Plan (BG 8/2009)
Annex 16b – Air conditioning (Halocarbon Systems)
Annex 16b – Common Minimum Technical Competency Requirements for Common Processes for Air
Conditioning Systems Installation (Halocarbon Systems)
Routes to demonstrating required competence
Route
1a
1b
2
3
4
Qualifications/Certification
Experience / Evidence
600/0900/7 - City & Guilds Level 3 NVQ Certificate
in Installing and Commissioning Air Conditioning
and Heat Pump Systems (QCF)
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
QCF unit achievement:
K/502/8913 - Understand Halocarbon 'fluorinated'
air conditioning and heat pump system installation
and commissioning techniques; and
J/502/8918 - Install and commission Halocarbon
'fluorinated' air conditioning and heat pump
systems
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications other than above or no formal
Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4: Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise’s evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enables the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Air conditioning system installation (Halocarbon systems)
Competence requirement
The installer must:
1
Know the working principles and layouts of
Halocarbon (fluorinated) air conditioning
systems
Context/Scope
Know the function and operating principles of:

Compressors

Condensers

Expansion devices
- Capillary tube
- Thermostatic expansion valves
- Electronic expansion valves

Direct Expansion & Flooded Evaporators

Accumulators

2 and 3 pipe variable refrigerant flow systems for cooling and
heating

Same mode systems

Heat recovery systems

Free cooling facility

Oil recovery systems

Defrosting systems

Fan arrangements (propeller, centrifugal, axial)
Know the features and characteristics of:

Four way valves

Critical charge systems

Inverter systems

Low ambient control systems

Pipework insulation

Air filters

Condensate removal

Refrigeration network and splitter joints

BC boxes

Solenoid valves

Ducted units
Annex 16B
NOS Ref.
Further Guidance


Wall mounted and above ceiling cassette units
Fan arrangements (propeller, centrifugal, axial)
Area of Competence
Air conditioning system installation (Halocarbon systems)
Competence requirement
The installer must:
1
Know the working principles and layouts of
Halocarbon (fluorinated) air conditioning
systems (continued)
Context/Scope
Know the procedures for plotting and calculating quantities and
capacities for each of the following:

Sensible and latent processes

Humidification and dehumidification

Supply condition using:
- Mixing fresh air/re-circulated air
- Volume flow rates
Know how to identify and calculate cooling and heating capacity in kW
for individual fan coil or supply grille using system information and
psychometric charts
Know the various environment conditions and how they may be
maintained through application of air conditioning systems
2
Know the legislative and organisational
procedures for the installation
and commissioning of
Halocarbon (fluorinated) air conditioning
systems
Know the appropriate sources of health and safety information which
apply when installing and commissioning air conditioning and heat
pump systems
Know the regulations, codes of practice, and
industry recommendations appropriate to installation
and commissioning of air conditioning and heat pump systems,
Know the procedures for carrying out risk assessments to ensure safe
working with all pressurised and flammable fluids
Know the appropriate persons it may be necessary to advise before a
system is isolated in order to undertake work
State the actions that should be taken to liaise with other persons
upon completion of work procedures with regard to:
 Safe system shutdown
 Labelling of components
Annex 16B
NOS Ref.
Further Guidance
Identify client and employer requirements for procedures to be
followed when work has been completed:

Tidy and clear site

Complete documentation (client and employers)

Communicate with customer and employer

Complete hazardous waste consignment documentation
Area of Competence
Air conditioning system installation (Halocarbon systems)
Competence requirement
The installer must:
3
Know the procedures for planning and
preparing for the installation and
commissioning of Halocarbon (fluorinated)
air conditioning systems
Context/Scope
Know what information is required in order to plan installation and
commissioning activities
Know which people should be communicated with to enable planning
and preparation
Know how to check for any pre-existing damage to customer/client
property, such as:

Building wall/floor fabric

Appliances and components

Building décor and floor finishes
 Condensate drainage and components
Know the potential risk posed by Legionella in condensate areas
Know the planning considerations and procedures for replacing the
refrigerant type in air conditioning and heat pump systems, including:

Evaluating the suitability of replacement refrigerant types for
different systems

Requirements for safely disposing of refrigerant that is to be
replaced
Know the measures required to protect the building fabric/customer
property, before and throughout completion of installation and
commissioning work, including:

Use of dust sheets

Protection from flame damage

Protection of customer/client

Protection of appliances and components
Know the procedures for conducting a visual inspection of the
work site to determine requirements for:

Access

Structures
Annex 16B
NOS Ref.
Further Guidance



Storage of tools, equipment and materials
Co-ordination of work with others
Services
- Electric
- Drains
- Water
Area of Competence
Air conditioning system installation (Halocarbon systems)
Competence requirement
The installer must:
3
Know the procedures for planning and
preparing for the installation and
commissioning of Halocarbon (fluorinated)
air conditioning systems (continued)
4
Know the procedures for installing
Halocarbon (fluorinated) air conditioning
systems equipment and components
Context/Scope
Know the Personal Protective Equipment relevant to the installation
and commissioning work activities
Know how to fit and fix pipework, equipment and components to a
range of different backgrounds:

Brick

Block

Concrete

Timber studding

Plasterboard/wall board

Rolled Steel Joists and ‘U’ Channel
Know the care and maintenance procedures required for tools and
equipment to be used, including requirements for confirming that
appropriate items of equipment are correctly calibrated
Know the methods and procedures for completing the following
pipework jointing techniques:

Brazing of similar and dissimilar metals

Flaring and alternative compression fittings
Know the features and characteristics of different brackets used for
securing air conditioning pipework, equipment and components
Know other fixing methods for attaching indoor and outdoor units to:

Walls

Roofs

Ground

Ceiling voids

Risers
5
Know the procedures for the completion of
pre-commissioning and commissioning of
State the methods and procedures for:

Strength integrity testing
Annex 16B
NOS Ref.
Further Guidance
Halocarbon (fluorinated) air conditioning
systems



Tightness testing
Leak testing
Evacuation and dehydration
Know the procedures for determining what type and quantity of
refrigerant is required
Area of Competence
Air conditioning system installation (Halocarbon systems)
Competence requirement
The installer must:
5
Know the procedures for the completion of
pre-commissioning and commissioning of
Halocarbon (fluorinated) air conditioning
systems
Context/Scope
Know how to charge blended (zeotopic blends) and single fluid
refrigerants into the system
Know when charge is correct using system parameters

Weight

Running conditions

Temperatures, pressures, current, air flow/volume
Know the procedures for completing system records
and commissioning documentation
6
Be able to plan and prepare for the installation
and commissioning of Halocarbon
(fluorinated) air conditioning systems
Be able to confirm that all information is available prior to planning
installation or commissioning activities
Be able to confirm that all tools, equipment and materials are available
and fit for use prior to commencement of the work
Be able to confirm that all persons relevant to the installation or
commissioning activity are identified and that lines of communication
are established
Be able to carry out site survey to identify any variations or deviations
to planned work or any structural or access issues which need to be
resolved prior to work commencement
Be able to identify safe storage arrangements for tools, equipment and
materials prior to commencement of installation or commissioning
activity
Be able to plan safe access to work areas and confirm with responsible
person on site
7
Be able to plan and prepare for the installation
and commissioning of Halocarbon
(fluorinated) air conditioning systems
Be able to identify and interpret appropriate sources of
information which impact upon the installation of pipework, systems
and components, including:

Regulatory documents

Industry Codes of Practice
Annex 16B
NOS Ref.
Further Guidance


Manufacturer’s instructions
Installation specification
Be able to assemble system components to meet the requirements of
the installation specification
Area of Competence
Air conditioning system installation (Halocarbon systems)
Competence requirement
The installer must:
7
Be able to plan and prepare for the installation
and commissioning of Halocarbon
(fluorinated) air conditioning systems
Context/Scope
Be able to demonstrate appropriate methods for positioning and fixing:

Indoor units

Outdoor units

Condensate drains
Be able to demonstrate appropriate methods for interconnecting,
fixing and insulating pipework
Be able to complete the interconnection and fixing of electrical power
and communication components
Be able to confirm that installed system components and pipework
are correctly installed in accordance with the installation specification
Be able to confirm that the worksite has been cleared in preparation
for system testing
8
Be able to carry out the commissioning of
Halocarbon (fluorinated) air conditioning
systems
Be able to confirm that the system provides cooling and/or heating by
measuring air flow temperature difference across indoor and outdoor
unit heat exchangers
Be able to record temperature differences
Be able to remove analysers/gauges from systems without refrigerant
loss
Be able to replace valve caps and confirm valves are leak free
Annex 16B
NOS Ref.
Further Guidance
Annex 16B - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for
Air conditioning systems installation (Halocarbon systems)
Building Regulations - Approved Documents L1b, L2b (2010)
The Non-domestic Building Services Compliance Guide (2010)
Annex 18 – Solar Photovoltaic
Annex 18 – Common Minimum Technical Competency Requirements for Solar Photovoltaic Systems
Installation Work
Routes to demonstrating required competence
Route
1
2
3
4
Qualifications/Certification
Experience / Evidence
Level 3 Award in the Installation of Small Scale
Solar Photovoltaic Systems (QCF); or
Level 3 Award in the Installation and Maintenance
of Small Scale Solar Photovoltaic Systems (QCF); or
Must have evidence of work carried out to be able to demonstrate their
practical competence for the scope for which they have applied in accordance
with the competence requirements stated in this annex.
SQA Certificate in Environmental Technology
Systems (Installation) including F8XL 04 - Install,
Test, Commission and Handover Solar Photovoltaic
Systems
Alternative certification that has been mapped to
the competence requirements within this Annex
and agreed by SummitSkills as aligning with the
competence requirements within this annex and
aligning with the related requirements for
acceptance as alternative certification
Registered with a Building Regulations Competent
Person Scheme or certificated by another a UKAS
Accredited Certification Body for the type of work
covered in this annex
Qualifications/certification other than above or no
formal Qualification
Minimum of 3 years verifiable relevant experience covering the competence
requirements stated in this annex and successful completion of the
Experienced Worker Assessment*
In addition – all applicants will require the following recognised certificates
Inspection / Assessment
On –Site
Off-Site
Yes
No
Yes
No
Yes
No
Yes
Yes
NOTES
Route 4 - Experienced Worker Assessments will be conducted by the registering Scheme Operator or Certification Body who shall assess the Enterprise's evidence of meeting the
underpinning knowledge and practical competence requirements as stated in this annex. Note: Experienced worker assessment enable the competences within this annex to be
assessed and demonstrated but do not lead to the award of a qualification.
Area of Competence
Solar Photovoltaic Systems Installation Work
Competence requirement
The installer must:
1
Know the health and safety risks and safe
systems of work associated with solar
photovoltaic system installation work
2
Know the requirements of relevant
regulations/standards relating to practical
installation, testing and commissioning
activities for solar photovoltaic system
installation work
Context/Scope
Annex 18
NOS Ref.
Health and safety risks and safe systems of work associated with:




electrocution/electric shock
burns
a fall from height
personal injury though component/equipment handling
Building regulation/building standards guidance/requirements in
relation to:









SUMEVTS1,
K3
SUMEVTS1,
K2
maintaining the structural integrity of the building
mandating the fire resistant integrity of the building
the prevention of moisture ingress (building watertightness)
notification of works
electrical safety
system installation
energy conservation
inspections and testing
commissioning
Industry recognised electrical wiring regulation requirements as
relevant to solar photovoltaic system installation work in relation to:

system installation

inspection and testing

commissioning
SUMEVTS1,
K2
Further Guidance
Area of Competence
Solar Photovoltaic Systems Installation Work
Competence requirement
The installer must:
3
Know the fundamental differences between
a.c and d.c circuits within solar photovoltaic
systems
4
5
Know the purpose of solar photovoltaic system
components
Know the types, silicon characteristics and
typical conversion efficiencies of solar
photovoltaic modules
Context/Scope
Annex 18
NOS Ref.
The fundamental differences between a.c and d.c circuits within solar
photovoltaic systems in relation to:
 voltages
 safe isolation
 selection of appropriate system components
SUMEVTS1,
K2














SUMEVTS3,
K3
photovoltaic module
module mounting systems
d.c. cabling
PV connectors
blocking diodes
d.c. isolator
d.c. fuses
d.c junction box
Inverter
a.c isolators
a.c. distribution board
generation meter
generation display unit
labels
Identify the following types of solar photovoltaic module:
 ‘On roof’ photovoltaic module
 thin film photovoltaic module
silicon-based
non-silicon based
 ‘In roof’ (slate) photovoltaic module
 ‘In roof’ (tile) photovoltaic module
 building integrated photovoltaic module
SUMEVTS4,
K8
linked to
SUMEVTS2,
K3
Further Guidance
Area of Competence
Solar Photovoltaic Systems Installation Work
Competence requirement
The installer must:
6
Know the types, silicon characteristics and
typical conversion efficiencies of solar
photovoltaic modules (continued)
Annex 18
Context/Scope
NOS Ref.
Know the silicon characteristics of:
 monocrystalline photovoltaic modules
 polycrystalline/Multicrystaline photovoltaic modules
 thin film photovoltaic modules
No specific
NOS ref.
Know the relevant manufacturing compliance requirements for:
 crystalline type modules
 thin film type modules
No specific
NOS ref.
Know the typical conversion efficiencies associated with:
Linked to
SUMETS8,
K9
 Monocrystalline photovoltaic modules
 Polycrystalline/Multicrystaline photovoltaic modules
 thin film photovoltaic modules
7

Know the fundamental design principles used
to determine solar photovoltaic system
module array size and position requirements.
Know the information required to enable solar photovoltaic array
design in relation to:




Linked to
SUMETS8,
K8, K9
building design
building dimensions/angles
building location and orientation
building fabric/material details
2
Confirm how to calculate the nominal power (kWp) per m of a given
product
Know how annual solar photovoltaic electrical output (kWh) can be
affected by::
 geographical irradiation levels
 the array mounting angle
 the array orientation
 over shading of the array or modules within the array
SUMETS8,
K9
SUMETS8,
K8, K9
Further Guidance
Area of Competence
Solar Photovoltaic Systems Installation Work
Competence requirement
The installer must:
8
Know the fundamental design principles used
to determine solar photovoltaic system
module array size and position requirements.
(continued)
9
10
Know the preparatory work and be able to
undertake the preparatory work required for
solar photovoltaic system installation work
Know the layouts and the requirements for
installing solar photovoltaic module arrays
Annex 18
Context/Scope
NOS Ref.
Know the potential benefit(s) of incorporating a solar tracker into the
system design
SUMETS8,
K8
Know the potential effect of shading on:
 solar photovoltaic module condition
 solar photovoltaic array condition
SUMETS8,
K8
Know the requirements of and be able to undertake pre-installation
checks in relation to:
 authorisation for the work to proceed
 the availability of appropriate access to all required work areas
 the inspection & testing of existing electrical installations
 the proposed siting of key internal system components
 the suitability of the building structure in relation to the proposed
installation
 the suitability of the proposed location and position of the PV
modules for optimum collection capacity
 the suitability of the building fabric in relation to the installation of
the PV modules
SUMEVTS1
K4, K5
SUMEVTS1
P1,P6,P9
Know the following solar photovoltaic system module array layouts:
 single array, single string
 single array, multiple string
SUMEVTS2
K3, K4
Know the requirements for handling, moving and storing solar
photovoltaic modules
SUMEVTS2
K2, K5
Know the requirements for fixing ‘on roof’ solar photovoltaic modules
to pitched roof slopes
SUMEVTS2
K3
Know the requirements for fixing ‘in roof’ solar photovoltaic modules
to pitched roof slopes
SUMEVTS2
K3
Further Guidance
Area of Competence
Solar Photovoltaic Systems Installation Work
Competence requirement
The installer must:
11
Know the layouts and the requirements for
installing solar photovoltaic module arrays
(continued)
Annex 18
Context/Scope
NOS Ref.
Know the requirements for fixing solar photovoltaic modules using
secondary frame structures
SUMEVTS2,
K3
Know the requirements for ventilation in relation solar photovoltaic
modules/module arrays
SUMEVTS2,
K3
Know how to achieve durable weather-tightness of buildings where
array cables pass through the building fabric.
SUMEVTS2,
K3
Know the safety requirements that must be applied when a solar
photovoltaic array has been installed prior to the installation of other
system components
SUMEVTS2,
K2
Confirm the requirements for connecting solar photovoltaic modules in
a single string array
SUMEVTS2,
K2, K3
Know the requirements for connecting solar photovoltaic modules with
multiple string array
Confirm how to check that string voltages and currents are suitable for
the:
 inverter rating
 overall system installation
SUMEVTS2,
K2, K3
SUMEVTS2,
K2, K3
Know the requirements for cable routing within solar photovoltaic
module arrays in relation to:
 avoidance of inductive loops
 other requirements
SUMEVTS2,
K2, K3
Know the correct sequence of work to minimize the risk of injury
through electrocution
SUMEVTS2,
K2
Further Guidance
Area of Competence
Solar Photovoltaic Systems Installation Work
Competence requirement
The installer must:
12
Know solar photovoltaic system d.c and a.c
circuit installation layouts within the scope of
the relevant Engineering Recommendation for
grid tied systems
13
14
Know solar photovoltaic system protection
techniques and components
Be able to install solar photovoltaic system
components
Annex 18
Context/Scope
NOS Ref.
Know the industry approved d.c and a.c circuit layout for single array
systems connected to single phase installations
Know the industry approved d.c and a.c circuit layout for single array
systems connected to three phase installations
SUMEVTS2,
K2, K3, K4
SUMEVTS2,
K2, K3, K4
Know the techniques and components used to protect system and
or/building users in relation to:
 d.c. circuit over and under voltage protection
 d.c. circuit over and under current protection
SUMEVTS2,
K2, K3
Know the techniques and components used to protect system and
or/building users in relation to:
 a.c. circuit over and under voltage protection
 a.c. circuit over and under frequency protection
 a.c. circuit over and under current protection
SUMEVTS2,
K2, K3
Install a solar photovoltaic systems in accordance with:

manufacturer’s guidance

regulatory requirements

industry recognised procedures
SUMEVTS2,
P 6,P7,P8,P9,
P10
Further Guidance
Area of Competence
Solar Photovoltaic Systems Installation Work
Competence requirement
The installer must:
15
Know how to and be able to test and
commission solar photovoltaic systems
installations
Context/Scope
Annex 18
NOS Ref.
Know the requirements of and be able to undertake the precommissioning procedures and/or requirements for a solar
photovoltaic system in relation to:






compliance with relevant installation instructions/regulatory
requirements
compliance with the system design
the security and integrity of system components
the provision of adequate ventilation for system components
electrical safety
electrical over-current protection arrangements
Know the requirements of and be able to undertake regulatory and
industry pre-commissioning inspection and test requirements for the
a.c circuit within a solar photovoltaic system
SUMEVTS3,
K2
SUMEVTS3,
P1,P2, P3,P4
SUMEVTS3,
K1, K2, K3
SUMEVTS3,
P1, P2, P3,
P4
Know the requirements of and be able to undertake regulatory and
industry pre-commissioning inspection and test requirements for the
d.c circuit within a solar photovoltaic system
Be able to complete relevant inspection, testing and certification
records in accordance with manufacturer’s requirements and the
relevant regulatory requirements
SUMEVTS3,
K1, K2, K3
Linked to
SUMEVTS3,
P1, P2, P3,
P4
Further Guidance
Area of Competence
Solar Photovoltaic Systems Installation Work
Competence requirement
The installer must:
16
Know how to and be able to test and
commission solar photovoltaic systems
installations (continued)
17
Know how to and be able to handover a solar
photovoltaic systems installations
Context/Scope
Know the conditions that are required to implement commissioning
and activities for solar photovoltaic systems
Annex 18
NOS Ref.
SUMEVTS4,
K2
Know the requirements of and be able to undertake regulatory and
industry requirements for the commissioning of the a.c circuit within a
solar photovoltaic system
SUMEVTS4,
K2,K3, K6
Know the requirements of and be able to undertake regulatory and
industry requirements for the commissioning of the d.c circuit within a
solar photovoltaic system
SUMEVTS4,
K2,K3,K6
Be able to complete relevant documentation to record the
commissioning activities in accordance with manufacturer’s
requirements and the relevant regulatory requirements
Related to
SUMEVTS4,
P3,P4
Know the pre-handover checks that need to be carried out for solar
photovoltaic systems
SUMEVTS4,
K7
Know the recommended industry handover procedures for solar
photovoltaic systems in relation to the:
 provision of written information
 provision of diagrammatic information
 provision of verbal information/demonstration relating to system
operation and use
SUMEVTS4,
K7
Be able to handover solar photovoltaic system installation in
accordance with industry handover procedures
SUMEVTS4,
P5
Further Guidance
Annex 18 - Technical Reference Document Requirements
The Enterprise shall hold or have access to current editions, including all amendments, of the documents (or recognised equivalent documents)
listed in the following table
Technical Reference Documents for Solar Photovoltaic Systems Installation
Work
Building Regulations Approved Document to support Regulation 7 (1999 Edition
incorporating 2000 amendments or any subsequent edition)
Building Regulations Approved Document P (2006 edition or any subsequent
edition)
Engineering Recommendation G83/1-1 Recommendations For The
Connection Of Small-Scale Embedded Generators (Up To 16 A Per Phase) In
Parallel With Public Low-Voltage Distribution Networks (2008 edition or
subsequent edition)
Engineering Recommendation G.59/2-1 Recommendations for the Connection
of Generating Plant to the Distribution Systems of Licensed Distribution
Network Operators.(2011edition or subsequent edition)
BS 7671:2008 Requirements for electrical installations. IEE Wiring Regulations
(Seventeenth edition or any subsequent edition)
BS EN 62446:2009 Grid Connected Solar Photovoltaic Systems – Minimum
requirements for system documentation, tests and inspections
DTI Photovoltaics in Buildings - Photovoltaics in Buildings Guide to the
installation of PV systems (2nd Edition or any subsequent edition)
Annex 19 – Micro and small scale wind turbine systems
Annex in development
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