6189 l3 Diplomas Qualification Handbook v35

Level 3 Domestic Plumbing and
Heating (6189)
Qualification Handbook www.cityandguilds.com
January 2012
Version 3.0 (November 2012)
Qualification at a glance
Subject area Domestic Plumbing and Heating

City & Guilds number 6189
Age group approved 16+
Entry requirements Level 2
Assessment By portfolio and online assessment
Fast track Not available
Support materials Centre handbook
Assessment pack
Candidate logbook
Registration and certification Consult the City & Guilds website for information
Title and level City & Guilds Accreditation

number number
Level 3 NVQ Diploma in Domestic Plumbing and Heating 6189-31 600/1122/1
Level 3 NVQ Diploma in Domestic Plumbing and Heating (Gas 6189-32 600/1124/5
Fired Warm Air Appliances) (EUSGU0021)
Level 3 NVQ Diploma in Domestic Plumbing and Heating (Gas 6189-33 600/1134/8
Fired Water and Central Heating Appliances) (EUSGU0022)
Level 3 NVQ Diploma in Domestic Heating 6189-41 600/1473/8
Level 3 NVQ Diploma in Domestic Heating (Gas Fired Warm Air 6189-42 600/1116/6
Appliances)(EUSGU0021)
Level 3 NVQ Diploma in Domestic Heating (Gas Fired Water and 6189-43 600/1117/8
Central Heating Appliances) (EUSGU0022)
These qualifications allow learners to become competent to industry standards in either plumbing
and heating or domestic heating. Learners are required to demonstrate the ability to perform the
necessary skills and the knowledge required to be assessed against the National Occupational
Standards.
These qualifications form the core element of the apprenticeship for the sector.
Version and date Change detail Section

1.2 Oct 2011 Amend Assessment Type – Unit 212 Assessment
1.3 Feb 2012 Additonal Assessment Information Assessment
1.4 May 2012 Update on Gas registration categories Structure
1.5 May 2012 Updated UAN of unit 212 Structures
Updated assessment methods Assessment
1.6 May 2012 Amend assessment criteria numbering – Unit Units
343
2.0 November 2012 Permitted material amended from CIBSE Unit 304/024 – permitted
Domestic Heating Design Guide, published by materials
CIBSE, 2007 to ISBN 1 903287 40 5 CIBSE
Domestic Heating Design Guide, revised 2011
3.0 Permitted material list added Assessment 4.5
2 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

Contents
1 Introduction 6
1.1 Structures 7
2 Centre requirements 17
2.1 Approval process 17
2.2 Physical resources and site agreements 17
2.3 Safety 17
2.4 Candidate entry requirements 17
2.5 Human resources 18
2.6 Assessors and internal verifiers (Summit Skills units) 18
2.7 Assessors and internal verifiers (EU Skills units) 20
3 Course design and delivery 23
3.1 Initial assessment and induction 23
3.2 Recommended delivery strategies 23
3.3 Requirements For Assessment 24
4 Assessment 32
4.1 Summary of assessment methods 32
4.2 Principles of Assessment 41
4.3 Assessment Requirements for Gas Safety Register 43
4.4 Test specifications 47
4.5 Permitted open book reference materials 56
4.6 Recognition of Prior Learning (RPL) 57
5 Units 58
Unit 212 Tightness test, purge, commission and de-commission gas pipework up to
35mm 1¼ diameter in small natural gas installations 59
Unit 301 Understand how to organise resources within BSE 70
Unit 302/012 Understand and apply domestic cold water system installation,
commissioning, service and maintenance techniques 75
Unit 303/023 Understand and apply domestic hot water system installation,
Unit 304/024 Understand and apply domestic central heating system installation,
Unit 305/025 Understand and carry out electrical work on domestic plumbing and
heating systems and components 112
Unit 306 Install, commission, service and maintain domestic heating systems 128
Unit 307 Understand core oil firing safety principles within domestic building
services engineering 135
Unit 308 Apply core oil firing safety within domestic building services engineering
154
Unit 309 Understand the principles of domestic oil firing pressure jet appliances 164
Unit 310 Service and maintain domestic oil firing pressure jet appliances 175
City & Guilds Level 3 Domestic Plumbing and Heating (6189) 3

Unit 311 Install, test and commission domestic oil firing pressure jet appliances 179
Unit 312 Install, test and commission domestic oil firing vaporising appliances 184
Unit 313 Service and maintain domestic oil firing vaporising appliances 189
Unit 314 Understand the principles of domestic oil firing vaporising appliances 193
Unit 315 Understand core solid fuel safety principles within domestic building
services engineering 203
Unit 316 Apply core solid fuel safety within domestic building services engineering
216
Unit 317 Service and maintain domestic solid mineral fuel burning appliances 224
Unit 318 Understand the principles of domestic solid mineral fuel burning appliances
228
Unit 319 Install, test and commission domestic solid mineral fuel burning appliances
237
Unit 320 Service and maintain domestic biomass fuel burning appliances 242
Unit 321 Install, test and commission domestic biomass fuel burning appliances 246
Unit 322 Understand the installation and commissioning principles of biomass fuel
burning appliances 251
Unit 323 Understand the service and maintenance principles of biomass fuel burning
appliances 260
Unit 324 Understand the fundamental principles and requirements of environmental
technology systems 264
Unit 325 Know the requirements to install, commission and handover solar thermal
hot water systems 269
Unit 326 Install, commission and handover ‘active’ solar thermal hot water systems
284
Unit 327 Know the requirements to inspect, service and maintain ‘active’ solar
thermal hot water systems 289
Unit 328 Inspect, service and maintain ‘active’ solar thermal hot water systems 293
Unit 329 Install, commission and handover heat pumps non-refrigerant circuits 297
Unit 330 Know the requirements to inspect, service and maintain heat pump system
installations non-refrigerant circuits 303
Unit 331 Inspect, service and maintain heat pump installations non-refrigerant
circuits 307
Unit 332 Know the requirements to install, commission and handover heat pump
systems non-refrigerant circuits 312
Unit 333 Inspect, service and maintain rainwater harvesting and greywater reuse
systems 327
Unit 334 Install, commission and handover rainwater harvesting and greywater
reuse systems 331
Unit 335 Know the requirements to inspect, service and maintain rainwater
harvesting and greywater reuse systems 336
Unit 336 Know the requirements to install, commission and handover rainwater
harvesting and greywater reuse systems 340
Unit 337 Install, commission and de-commission gas pipework up to 35mm 1¼
diameter in domestic and small commercial premises 355
Unit 338 Specific core installation and maintenance 368
Unit 339 Understand core gas safety principles for natural gas within domestic
building services engineering 382

Unit 340 Maintain gas warm air central heating systems and appliances 401
Unit 341 Install domestic gas warm air central heating appliances 412
Unit 342 Maintain gas water heating and wet central heating appliances 424
Unit 343 Install domestic gas water heaters and wet central heating appliances 436
Unit 344/026 Understand and apply domestic sanitation system installation,
Unit 345 Install, commission, service and maintain domestic plumbing and heating
systems 458
Appendix 1 Sources of general Information 465
Appendix 2 EU Skills Assessment Strategy 466
Appendix 3 RPL– Additional requirements for achievements of QCF qualification 485
Appendix 4 Useful contacts 488

1 Introduction
This document tells you what you need to do to deliver the qualifications:
Area Description
Who are the qualifications The Level 3 NVQ Diploma in Plumbing and Domestic Heating is for
for? candidates who want to work within the Mechanical Engineering
Services sector and wish to progress as a qualified plumber or
heating engineer. Learners are required to demonstrate the
ability to perform the necessary skills and the knowledge required
to be assessed against the National Occupational Standards.
What do the qualifications The qualifications cover elements of health and safety, hot and
cover? cold water, domestic central heating, and servicing and
maintaining plumbing systems. There are optional pathways that
learners can choose from these are Gas, Oil, Solid Fuel and
Environmental technologies.
Are the qualifications part of The level 3 qualifications are the core element of the
a framework or initiative? apprenticeship framework.
What opportunities for On completion of this qualification candidates may progress into
progression are there? employment or to the following City & Guilds qualifications:
 City & Guilds Level 3 Award in the Installation of Solar Thermal
Hot Water Systems 2399-21
 City & Guilds Level 3 Award in the Installation and
Maintenance of Solar Thermal Hot Water Systems 2399-22
 City & Guilds Level 3 Award in the Installation of Heat Pumps
Systems (Non-refrigerant Circuits) 2399-31
Maintenance of Heat Pumps Systems (Non-refrigerant
Circuits) 2399-32
 City & Guilds Level 3 Award in the Installation of Water
Harvesting and Re-use Systems 2399-41
Maintenance of Water Harvesting and Re-use Systems 2399-
42
 Level 4 Higher Professional Diploma in Building Services
Engineering (4467)

1.1 Structures
To achieve the Level 3 NVQ Diploma in Domestic Plumbing and Heating (6189-31), learners
must achieve 56 credits from the core group mandatory units;
 plus a minimum of 29 credits from the Oil Firing pathway (16 credits from the core mandatory
units of the Oil Firing pathway plus 13 credits from the Oil Firing Pressure Jet Appliances route or
13 credits from the Oil Firing Vaporising Appliances route)
 or a minimum of 29 credits from the Solid Fuel pathway (16 credits from the core mandatory
units of the Solid Fuel pathway plus 13 credits from the Solid Mineral Fuel route or 15 credits
from the Biomass Fuel route)
 or 12 credits from the Environmental pathway (2 credits from the core mandatory unit of the
Environmental pathway plus 10 credits from the Solar Thermal route or 10 credits from the Heat
Pumps route or 10 credits from the Water Recycling route).
Unit City & Unit title Credit GLH

accreditation Guilds value
number unit
number
Core group
mandatory
units
R/602/2498 301 Understand how to organise resources within BSE 3 26
K/502/8930 302/012 Understand and apply domestic cold water system 9 76
installation, commissioning, service and
maintenance techniques
K/502/9155 303/023 Understand and apply domestic hot water system 9 76
M/502/9156 304/024 Understand and apply domestic central heating 12 98
system installation, commissioning, service and
T/502/9157 305/025 Understand and carry out electrical work on 12 102
domestic plumbing and heating systems and
components
D/502/9296 344/026 Understand and apply domestic sanitation system 8 72
K/502/9298 345 Install, commission, service and maintain domestic 3 4
plumbing and heating systems

Oil Firing Pathway
number unit
number
Core mandatory units within pathway
H/502/9557 307 Understand core oil firing safety principles within 12 110
domestic building services engineering
T/502/9403 308 Apply core oil firing safety within domestic building 4 6
services engineering
Oil firing pressure jet appliances (option within pathway)

D/502/9394 309 Understand the principles of domestic oil firing 7 60
pressure jet appliances
M/502/9402 310 Service and maintain domestic oil firing pressure 3 4
jet appliances
Y/502/9393 311 Install, test and commission domestic oil firing 3 4
Oil firing vaporising appliances (option within pathway)

A/502/9404 312 Install, test and commission domestic oil firing 3 4
vaporising appliances
F/502/9405 313 Service and maintain domestic oil firing vaporising 3 4
appliances
T/502/9403 314 Understand the principles of domestic oil firing 7 60
Solid Fuel Pathway

number unit
number

J/502/9406 315 Understand core solid fuel safety principles within 12 110
L/502/9407 316 Apply core solid fuel safety within domestic 4 6
building services engineering
Solid Mineral Fuel (option within pathway)

L/502/9410 317 Service and maintain domestic solid mineral fuel 3 4
burning appliances
R/502/9408 318 Understand the principles of domestic solid mineral 7 60
fuel burning appliances
Y/502/9409 319 Install, test and commission domestic solid mineral 3 4

Biomass Fuel (option within pathway)
H/502/9414 320 Service and maintain domestic biomass fuel 2 3
burning appliances
K/502/9415 321 Install, test and commission domestic biomass fuel 3 4
burning appliances
R/502/9411 322 Understand the installation and commissioning 7 60
principles of biomass fuel burning appliances
Y/502/9412 323 Understand the service and maintenance principles 3 22
of biomass fuel burning appliances
Environmental Pathway
number unit
number
Core mandatory unit within pathway
K/602/3138 324 Understand the fundamental principles and 2 15
requirements of environmental technology
systems
Solar Thermal Route (option within pathway)
F/602/3100 325 Know the requirements to install, commission and 4 35
handover solar thermal hot water systems
L/602/3102 326 Install, commission and handover ‘active’ solar 2 15
thermal hot water systems
Y/602/3104 327 Know the requirements to inspect, service and 2 15
maintain ‘active’ solar thermal hot water systems
K/602/3107 328 Inspect, service and maintain ‘active’ solar thermal 2 15
hot water systems
Heat Pumps Route (option within pathway)
D/602/3072 329 Install, commission and handover heat pumps non- 2 15
refrigerant circuits
F/602/3078 330 Know the requirements to inspect, service and 2 15
maintain heat pump system installations non-
L/602/3083 331 Inspect, service and maintain heat pump 2 15
installations non-refrigerant circuits
Y/602/3054 332 Know the requirements to install, commission and 4 35
handover heat pump systems non-refrigerant
circuits
Water Recycling Route (option within pathway)
A/602/3130 333 Inspect, service and maintain rainwater harvesting 2 15
and greywater reuse systems
K/602/3110 334 Install, commission and handover rainwater 2 15
harvesting and greywater reuse systems
M/602/3111 335 Know the requirements to inspect, service and 2 15
maintain rainwater harvesting and greywater reuse
systems
T/602/3109 336 Know the requirements to install, commission and 4 35
handover rainwater harvesting and greywater
reuse systems

To achieve the Level 3 NVQ Diploma in Domestic Plumbing and Heating (Gas fired warm air
appliances) (EUSGU0021) (6189-32), learners must achieve 135 credits from the mandatory units.

number unit
number
Mandatory
units
D/503/8628 212 Tightness test, purge, commission and de- 3 16
commission gas pipework up to 35mm 1¼
diameter in small natural gas installations
components
T/502/8381 337 Install, commission and de-commission gas 19 115
pipework up to 35mm 1¼ diameter in domestic and
small commercial premises
H/502/8487 338 Specific core installation and maintenance 21 120
J/502/9390 339 Understand core gas safety principles for natural 13 120
gas within domestic building services engineering
T/502/8302 340 Maintain gas warm air central heating systems and 11 54
appliances
F/502/8299 341 Install domestic gas warm air central heating 12 54
appliances
Note: Completion of this Qualification Combination will enable Gas Registration in the
following categories: CCN 1, DAH 1, CPA 1, MET1/2, CoNGLP1 PD

To achieve the Level 3 NVQ Diploma in Domestic Plumbing and Heating (Gas fired water
and central heating appliances) (EUSGU0022) (6189-33), learners must achieve 146 credits
from the mandatory units.

number unit
number
Mandatory
units
components
T/502/8459 342 Maintain gas water heating and wet central heating 16 75
appliances
Y/502/8454 343 Install domestic gas water heaters and wet central 18 134
heating appliances
following categories: CCN 1, CENWAT 1, CPA 1, MET1/2, CoNGLP1 PD

To achieve the Level 3 NVQ Diploma in Domestic Heating (6189-41), learners must achieve 48
credits from the mandatory group mandatory units;
 plus a minimum of 29 credits from the Oil Firing Fuel pathway (16 credits from the mandatory
Oil Firing pathway units plus 13 credits from the Oil Firing Pressure Jet Appliances route or 13
credits from the Oil Firing Vapourising Appliances route)
 or a minimum of 29 credits from the Solid Fuel pathway (16 credits from the core mandatory
Solid Fuel pathway units plus 13 credits from the Solid Mineral Fuel route or 15 credits from the
Biomass Fuel route) or
 or 12 credits from the Environmental pathway (2 credits from the core mandatory unit in the
Environmental pathway plus 10 credits from the Solar Thermal route or 10 credits from the Heat
Pumps route or 10 credits from the Water Recycling route).

number unit
number
Mandatory units
components
A/502/8933 306 Install, commission, service and maintain domestic 3 4
heating systems
Oil Firing Fuel Pathway

number unit
number
H/502/9557 307 Understand core oil firing safety principles within 12 110
T/502/9403 308 Apply core oil firing safety within domestic building 4 6
services engineering
Oil firing pressure jet appliances (option within pathway)
D/502/9394 309 Understand the principles of domestic oil firing 7 60
M/502/9402 310 Service and maintain domestic oil firing pressure 3 4
jet appliances
Y/502/9393 311 Install, test and commission domestic oil firing 3 4

Oil firing vapourising appliances (option within pathway)
A/502/9404 312 Install, test and commission domestic oil firing 3 4
F/502/9405 313 Service and maintain domestic oil firing vaporising 3 4
appliances
T/502/9403 314 Understand the principles of domestic oil firing 7 60
Solid Fuel Pathway

number unit
number
J/502/9406 315 Understand core solid fuel safety principles within 12 110
L/502/9407 316 Apply core solid fuel safety within domestic 4 6
Solid Mineral Fuel (option within pathway)
L/502/9410 317 Service and maintain domestic solid mineral fuel 3 4
burning appliances
R/502/9408 318 Understand the principles of domestic solid mineral 7 60
Y/502/9409 319 Install, test and commission domestic solid mineral 3 4
Biomass Fuel (option within pathway)
H/502/9414 320 Service and maintain domestic biomass fuel 2 3
burning appliances
K/502/9415 321 Install, test and commission domestic biomass fuel 3 4
burning appliances
R/502/9411 322 Understand the installation and commissioning 7 60
Y/502/9412 323 Understand the service and maintenance principles 3 22
of biomass fuel burning appliances

Environmental Pathway
number unit
number
Core mandatory unit within pathway
K/602/3138 324 Understand the fundamental principles and 2 15
systems
Solar Thermal Route (option within pathway)
F/602/3100 325 Know the requirements to install, commission and 4 35
handover solar thermal hot water systems
L/602/3102 326 Install, commission and handover ‘active’ solar 2 15
Y/602/3104 327 Know the requirements to inspect, service and 2 15
maintain ‘active’ solar thermal hot water systems
K/602/3107 328 Inspect, service and maintain ‘active’ solar thermal 2 15
hot water systems
Heat Pumps Route (option within pathway)
D/602/3072 329 Install, commission and handover heat pumps non- 2 15
F/602/3078 330 Know the requirements to inspect, service and 2 15
maintain heat pump system installations non-
L/602/3083 331 Inspect, service and maintain heat pump 2 15
Y/602/3054 332 Know the requirements to install, commission and 4 35
handover heat pump systems non-refrigerant
circuits
Water Recycling Route (option within pathway)
A/602/3130 333 Inspect, service and maintain rainwater harvesting 2 15
K/602/3110 334 Install, commission and handover rainwater 2 15
M/602/3111 335 Know the requirements to inspect, service and 2 15
maintain rainwater harvesting and greywater reuse
systems
T/602/3109 336 Know the requirements to install, commission and 4 35
handover rainwater harvesting and greywater
reuse systems

To achieve the Level 3 NVQ Diploma in Domestic Heating (Gas fired warm air appliances)
(EUSGU0021) (6189-42), learners must achieve 127 credits from the mandatory units.

number unit
number
Mandatory
units
components
heating systems
T/502/8302 340 Maintain gas warm air central heating systems and 11 54
appliances
F/502/8299 341 Install domestic gas warm air central heating 12 54
appliances
following categories: CCN 1, DAH 1, CPA 1, MET1/2, CoNGLP1 PD

To achieve the Level 3 NVQ Diploma in Domestic Heating (Gas fired water and central
heating appliances) (EUSGU0022) (6189-43), learners must achieve 138 credits from the
mandatory units.

number unit
number
Mandatory
units
components
heating systems
T/502/8459 342 Maintain gas water heating and wet central heating 16 75
appliances
Y/502/8454 343 Install domestic gas water heaters and wet central 18 134
heating appliances
following categories: CCN 1, CENWAT 1, CPA 1, MET1/2, CoNGLP1 PD

2 Centre requirements
This section outlines the approval processes for centres to offer these qualifications and any
resources that centres will need in place to offer the qualifications, including qualification-specific
requirements for centre staff.
2.1 Approval process

To offer this qualification, new centres will need to gain both centre and qualification approval.
Please refer to the Centre Manual - Supporting Customer Excellence for further information.
Centres that are currently delivering either the 6089 or the 6129 Level 3 schemes, and have been
active during the last two years, will be granted automatic approval for registration.
2.2 Physical resources and site agreements

It is acceptable for centres to use specially designated areas within a centre to teach practical skills
and to assess the simulated practical assignments within the combination units. The equipment,
systems and machinery must meet current industrial standards and be capable of being used under
normal working conditions.
2.3 Safety
The need for candidates to wear appropriate clothing whilst in workshops or project areas cannot
be over-emphasised. Candidates should wear overalls and safety shoes. Safety hats should be worn
when working in any site simulation area; these areas should be designated as hard hat areas and
appropriate signs displayed. All other items of Personal Protective Equipment (PPE) shall be
provided and worn as appropriate. It is the responsibility of the centre to ensure that PPE is
provided and worn.
2.4 Candidate entry requirements

Candidates should not be entered for a qualification of the same type, content and level as that of a
qualification they already hold.
There are no formal entry requirements for candidates undertaking these qualifications. However,
centres must ensure that candidates have the potential and opportunity to gain the qualifications
successfully.
Age restrictions
These qualifications are not approved for use by candidates under the age of 16, and City & Guilds
cannot accept any registrations for candidates in this age group.
Other legal considerations

All legal requirements related to the subject matter must be met by candidates and centres.

2.5 Human resources
Staff delivering these qualifications must be able to demonstrate that they meet the following
occupational expertise requirements. They should:
 be technically competent in the areas for which they are delivering training and/or have
experience of providing training; this knowledge must be at least to the same level as the
training being delivered
 hold the appropriate qualifications detailed in this handbook
 have recent relevant experience in the specific area they will be assessing
 be occupationally knowledgeable in the areas of Plumbing and Heating for which they are
delivering training; this knowledge must be at least to the same level as the training being
delivered and must include up-to-date knowledge of each industry (for which the assessment is
taking place), its settings, legislative and regulatory requirements, codes of practice and
guidance
 have credible experience of providing training.
Centre staff may undertake more than one role, e.g. tutor and assessor or internal verifier, but must
never internally verify their own assessments.
2.6 Assessors and internal verifiers (Summit Skills units)

Note: The following information applies to Summit Skills units only (all units except EU
Skills units which are 338, 343, 342, 337, 212, 341, 340)
Assessors must:
 be working towards or have achieved A1 or A2 Standards and continue to practice to those
standards or;
 have achieved D32 or D33 or TQFE/TQSE and possess CPD evidence of practicing to A1 or A2
Standards or;
 have other suitable ‘equivalent assessor qualifications’ endorsed by Summit Skills, which apply
the principles of the A1/A2 Standards.
Assessor Occupational Competence

Assessors must have verifiable relevant industry experience and current knowledge of industry
working practices and techniques relevant to the occupational working area. This verifiable
evidence must be at or above the level being assessed and include one or more of the
following:
 A relevant qualification. Assessors must either be able to demonstrate that they are registered
and up-to-date with their registration with an appropriate approved industry registration body
or have one or more of a relevant occupational qualification to ensure that they can be regarded
as occupational competent in terms of assessing or verifying the relevant qualifications, and
units therein.
 NVQs/SVQs at Level 3 as a minimum or their equivalents in the Qualifications and Credit
Framework:
o Plumbing
o Plumbing (Domestic) (SVQ)
o Heating and Ventilating Installation (Domestic)
If older forerunner qualifications are held such as the City & Guilds Craft Certificate in Plumbing, then
the assessor must have completed CPD updating as outlined under assessor continuing
professional development.

Assessment of competence-based units/qualifications for mechanical services occupations will
require assessors to have the relevant qualification that certifies their competence in key
technical areas pertinent to the completion of the unit/qualification.
Assessor Continuing Professional Development

The occupational competence of assessors must be updated on a regular basis and be periodically
reconfirmed via Continuing Professional Development (CPD) via the assessment centres and quality
assured by City & Guilds.
It is the responsibility of each assessor to identify and make use of opportunities for CPD, such as
industry conferences, access to trade journals, and SSC and Professional Body/Trade Association
events, at least on an annual basis to enhance and upgrade their professional development and
technical knowledge. It is imperative that records are kept of all such CPD opportunities/occasions
and that they provide evidence of cascading such technical knowledge and industry intelligence to
all relevant colleagues.
Internal Verifiers’ role and responsibilities

The Sector Skills Council, Summit Skills considers the main focus of IVs to be the quality assurance
of assessment procedures. The IV is also required to have a minimum of occupational experience
evidenced by having a Building Services Engineering sector-related qualification or proven sector
competence/experience, plus access to relevant ‘occupational expertise’ to enable them to conduct
their role as internal verifier appropriately. This evidence and access to ‘occupational expertise’ is
quality assured by City & Guilds.
Internal Verifiers must:

 be working towards or have achieved the V1 Standard and continue to practice to that standard
or;
 have achieved D34 and possess CPD evidence of practicing to the V1 Standard and;
 demonstrate an understanding of the assessment process.
Internal Verifiers’ Continuing Professional Development

The occupational experience of IVs must be updated on a regular basis and be periodically
reconfirmed via Continuing Professional Development (CPD) via the assessment centres and quality
assured by City & Guilds.
It is the responsibility of each IV to identify and make use of opportunities for CPD, such as industry
conferences, access to trade journals, and SSC and Professional Body/Trade Association events, at
least on an annual basis to enhance and upgrade their professional development and technical
knowledge.
It is imperative that records are kept of all such CPD opportunities/occasions.
Expert Witnesses
Where Expert Witnesses are used in the assessment process identified above they must be sector
competent individuals who can attest to the learner's performance in the workplace. It is not
necessary for expert witnesses to hold an assessor qualification, as a qualified assessor must assess
the performance evidence provided by an expert witness. Evidence from expert witnesses must
meet the tests of validity, reliability, authenticity and sufficiency.
Expert witnesses will need to demonstrate:

 they have relevant current knowledge of industry working practices and techniques
 that they have no conflict of interest in the outcome of their evidence.

2.7 Assessors and internal verifiers (EU Skills units)
The following information applies to EU Skills units only (338, 343, 342, 337, 212, 341, 340)
General
The centre must nominate all assessors to the awarding body for approval prior to them conducting
any assessments. Assessors may be employed by the centre (Centre Based Assessors) or be work
based (Workplace Assessors) who may or may not be from the same organisation as the learners.
Assessors MUST be vocationally and occupationally competent in the areas they are assessing and
have a thorough knowledge of the National Occupational Standards.
In addition to the qualifications listed below, the assessor must be able to provide appropriate
documented evidence that demonstrates they have a minimum of 5 years proven occupational
experience in the activities they will be assessing. Particular attention should be paid to providing
evidence of occupational experience in the gas safety critical areas being assessed.
Where assessors undertake assessments in the workplace, and are not supported by a suitable gas
operative, then they or their employer must be a member of an appropriate Gas Registration Body
in accordance with the Gas Safety (Installation and Use) Regulations. In these circumstances they
should also hold suitable insurance for this activity.
Qualifications
Assessors must be technically qualified in domestic gas installation/maintenance and hold one of
the following qualifications:
 City & Guilds / SQA - S/NVQ in Domestic Natural Gas (Level 3); or
 City & Guilds - 662 Certificate for Service Engineers (Gas); or
 City & Guilds - 598-2 Certificate in Gas Installation Studies; or
 City & Guilds - 660 Certificate in Gas Fitting - Final
This list is not considered exhaustive and other ‘Mechanical Engineering Services’ (MES) or ‘Building
Engineering Services’ (BES) qualifications at Level 3 or equivalent may be considered acceptable.
Centres must submit requests to confirm the acceptability of other qualifications to their External
Verifier who will then seek approval from the SSC.
In addition to the above qualifications, all assessors must hold a current certificate of gas safety
competence in the areas of gas work they will be assessing that is not more than 5 years old (either
current ACS Certificates of Gas Safety Competence or a City & Guilds 6012 S/NVQ are acceptable).
Centre Based Assessors must hold:

 QCF Level 3 Award “Assessing Vocational Related Achievement – in Centres/Colleges or Training
Providers”; or
 QCF Level 3 Certificate “Assessing Vocationally Related Achievement – in Centres/Colleges and
The Workplace”; or
 A1 or D32 /D33 with an Upgrade to A1 as a minimum.
Workplace Assessors must hold:

 QCF Level 3 Award “Assessing Competence in the Workplace Environment”
The Workplace”
 A2 or D32 with an upgrade to A2 as a minimum

 The Teaching Qualification for Secondary Education (TQSE) or the Teaching Qualification for
Further Education (TQFE) (which is recognised in Scotland) these awards are acceptable
providing they are the versions that are recognised as equivalents to the A1 award.
Assessors holding D units must have evidence of Continuing Professional Development (CPD) to
demonstrate compliance with the A units.
A qualified assessor shall supervise ‘Candidate Assessors’ who are working towards their assessor
qualifications. They should have a clear action plan for achieving the assessor qualification(s) (this
does not apply to independent assessors who MUST hold the appropriate assessor qualification).
Assessor approval will be withdrawn if the qualification/units have not been attained within the
approved period (18 months).
Evidence of CPD will be sought by the External Verifier for all assessors approved to assess for the
centre.
Internal Verifiers
General
The centre MUST nominate all Internal Verifiers to City & Guilds for approval prior to them
conducting any verification activities. Internal Verifiers can be employed by the centre or be work
based, who may or may not be from the same organisation as the learners.
Internal Verifiers MUST be vocationally and occupationally competent in the areas they are
verifying, and have a thorough knowledge of the National Occupational Standards.
In addition to the qualifications listed below, the Internal Verifiers must be able to provide
appropriate documented evidence that demonstrates they have a minimum of five years’ proven
occupational experience in the activities they will be verifying. Particular attention should be paid to
providing evidence of occupational experience in the gas safety critical areas being verified.
Qualifications
Internal Verifiers shall be technically qualified in domestic gas installation/maintenance and hold one
of the following qualifications:
 City & Guilds / SQA - S/NVQ in Domestic Natural Gas (Level 3); or
 City & Guilds - 662 Certificate for Service Engineers (Gas); or
 City & Guilds - 598-2 Certificate in Gas Installation Studies; or
 City & Guilds - 660 Certificate in Gas Fitting - Final
In addition to the above the Internal Verifier must hold a current certificate of gas safety
competence in the areas of gas work they will be internally verifying that is not more than 5 years
old (either current ACS Certificates of Gas Safety Competence or a City & Guilds 6012 Domestic
Natural Gas S/NVQ are acceptable).
Where the Internal Verifiers themselves do not hold a suitable technical qualifications they must
have access to technical expertise from qualified personnel, who hold the relevant qualifications, to
support them where the verification requires technical support and interpretation.

Internal Verifiers must hold the following:
The Workplace”
 QCF Level 4 Award “ Internal Quality assurance of assessment processes and practice” or QCF
Level 4 Certificate “leading the Internal Quality assurance of assessment processes and
practice”
OR
 A1 or D32/D33 with an upgrade to A1 as a minimum*
 V1 or D34 with an upgrade to V1 as a minimum*
 The Teaching Qualification for Secondary Education (TQSE) or the Teaching Qualification for
Further Education (TQFE) (which is recognised in Scotland) these awards are acceptable
providing they are the versions that are recognised as equivalents to the A1 award.
Internal Verifiers holding D units must have evidence of CPD to demonstrate compliance with the A
and V units.
It is recommended that ‘Candidate Internal Verifiers’ have a clear action plan for achieving the
Internal Verifier qualification(s).
Internal Verifier approval will be withdrawn if the qualification/units have not been attained within
the approved period (18 months).

3 Course design and delivery
3.1 Initial assessment and induction

Centres will need to make an initial assessment of each candidate prior to the start of their
programme to ensure they are entered for an appropriate type and level of qualification. The initial
assessment should identify any:
 specific training needs the candidate has, and the support and guidance they may require when
working towards their qualifications (this is sometimes referred to as diagnostic testing)
 units the candidate has already completed, or credit they have accumulated which is relevant to
the qualification they are about to begin.
City & Guilds recommends that centres provide an induction programme to ensure the candidate
fully understands the requirements of the qualification they will work towards, their responsibilities
as a candidate, and the responsibilities of the centre. It may be helpful to record the information on
a learning contract.
3.2 Recommended delivery strategies

Centre staff should familiarise themselves with the structure, content and assessment requirements
of the qualifications before designing a course programme.
The SSCs (Summit Skills and EU Skills) expect knowledge only and combination units to be
completed before performance only units are undertaken by the candidate.
Centres may design course programmes of study in any way which:

 best meets the needs and capabilities of their candidates
 satisfies the requirements of the qualifications.
When designing and delivering the course programme, centres might wish to incorporate other
teaching and learning that is not assessed as part of the qualifications. This might include the
following:
 literacy, language and/or numeracy
 personal learning and thinking
 personal and social development
 employability.
Where applicable, this could involve enabling the candidate to access relevant qualifications
covering these skills.
For further information to assist with the planning and development of the programme, please refer
to the City & Guilds log books.

3.3 Requirements For Assessment
The Domestic Natural Gas units are assessed through a combination of workplace assessment, simulation
assessment and knowledge assessment.
* Important Notes
The assessment requirements set out in this document must be met in full.
2. In accordance with good practice and Ofqual requirements regarding Conflict of Interest in Assessment
(Condition A4 in General Conditions of Regulation – Ofqual 2011) Assessors involved in providing direct
training to a Learner, either as part of a group or on a ‘one to one’ basis should not carry out assessments for
any of those trained aspects. Alternatively Awarding Organisations may put in place effective quality control
measures to ensure that any potential conflicts of interest do not have an adverse effect on assessment
outcomes.
4. Gas Safe Register competence criteria are incorporated in all assessments. It is essential that the Awarding
Organisations/Awarding Bodies update their Assessors and Assessment Materials to ensure that any changes
to these criteria are reflected in the performance of the candidate from the date they become effective. (for
example: if the IGE/UP/1B Testing procedure changed six months prior to the candidate completing the
qualification, all assessments including testing from the change date, must be completed against the changed
procedure standard).
PRACTICAL EVIDENCE
Learners must be able to practice on all specified unit components within the tables below.
RWE assessments must be included in the portfolio of evidence leading to completion of a qualification unit in
line with the requirements set out for each unit. This must be supplemented by evidence gathered directly
from the workplace as required for each unit and a work experience portfolio, signed off as accurate and
authentic by a suitably qualified and Gas Safe Registered engineer.
Learners MUST demonstrate competence in the workplace during the performance of genuine work activities,
by carrying out the tasks and duties that would be reasonably expected of them as a competent operative.
Learners will be expected to have demonstrated competence in the assessed tasks over a period of time
under normal working conditions to generate a sufficiency of evidence.
The gas industry is highly regulated regarding safety requirements and this is reflected in these qualifications.
Certain Gas Safety related assessments must only be carried out under simulated conditions. Gas Safety
critical activities within the Units will normally be assessed in a simulated RWE and where necessary these
requirements are incorporated in the tables.

Learners must demonstrate competence in each Unit through assessments in line with the evidence and
assessment requirement tables that follow:
6189 Unit 212 Gas tightness testing and direct purging (IGEM/UP/1B)
(EUS DSG 3.6)
UNIT ASSESSMENT REQUIREMENTS:

 Assessments must be carried out as documented in this table
 Learners must demonstrate sufficient evidence of competence through experience of satisfactorily undertaking the
work activities documented across the full range. This shall be evidenced via the Learners Portfolio and be assessed
as meeting the minimum documented requirements.
3.6.1 Tightness testing and purging gas installations
RANGE RWE ASSESSMENT ASSESSMENT OF EXPERIENCE WORKPLACE ASSESSMENT
Primary Range:
 Natural Gas Installations Evidence of experience
undertaking the
 LPG Installations
satisfactory tightness
Secondary Range: testing and purging is
 Purge Natural Gas Installation required across the
with Volume documented ranges.
≤ 0.02 m 3
At least 5 separate
1
 Purge Natural Gas Installation One Successful installation occasions

Assessment One Successful
with Volume must occur with the
Assessment 2
> 0.02 m ≤ 0.035 m

3 3
(ISA 1 & ISA 12) Learner demonstrating
experience across the
 Including a Meter Assessment Criteria on
 New Installation each occasion.
 Existing Installation At least 3 of the
1
installation occasions
must be from the
workplace.
Table Notes:
1
The documented numbers required to be evidenced do include the assessment occasions.
2
The assessment must be of a different ‘Primary Range’ type than that the one utilised as part of the RWE Assessment.

6189 Unit 337 Install gas pipework (≤ 35 mm)
(EUS DSG 3.5)

3.5.1 Install gas pipework
Primary Range:
 Copper Tube Evidence of experience
undertaking the
 Steel Tube
satisfactory tightness
 Corrugated Stainless Steel testing and purging is
Tube (CSST) required across the
documented ranges.
 Polyethylene Tube (pe)
Secondary Range: At least 5 separate
1
One Successful installation occasions

 Through Walls Assessment One Successful
must occur with the
Assessment
 Under Wooden Floors (ISA 1) Learner demonstrating
experience across the
 Surface Mounted Assessment Criteria on
 Capillary Joints each occasion.
 Compression Joints At least 3 of the
1
 CSST Joints must be from the
 Screwed Joints workplace.
 Formed Bends
Table Notes:
1

6189 Unit 340 Maintain gas warm air central heating systems and appliances
(EUS DSG 3.11)

3.11.1 Routine full service of a gas fired ducted air heater
Primary Range:
 Ducted Air Heater 1
Evidence of experience
Secondary Range: undertaking the
 Open-Flued Natural Draught satisfactory full servicing
Appliance of gas fired ducted air
(Appliance Type B or B )
heating appliances is
11 21
required across the

 Room Sealed Fanned Draught documented ranges.
Appliance One Successful
(Appliance Type C or C or C or C ) Assessment At least 5 separate 2
One Successful
servicing occasions must Assessment
12 13 32 33
 Compartment Installation (ISA 7) occur with the Learner

 Positive Return Air Duct demonstrating experience
across the Assessment
Criteria on each occasion
At least 3 of the servicing
2
occasions must be from

the workplace.
3.11.2 Identify and repair faults on gas fired ducted air heaters
Primary Range:
undertaking the
Secondary Range: identification and
repairing of faults on gas
 Open-Flued Natural Draught fired ducted air heating
Appliance appliances is required
11 21
across the documented
 Room Sealed Fanned Draught ranges.
Appliance One Successful At least 5 separate fault
2
(Appliance Type C or C or C or C )
12 13 32 33
Assessment rectification occasions N/A
 Gas Safety Control Defect (ISA 7) must occur with the
Learner demonstrating
 Electrical Control Defect experience across of the
Assessment Criteria on
each occasion.
At least 2 of the fault
2
rectification occasions
must be from the
workplace.
Table Notes:
1
A ‘Ducted Air Heater’ for the purpose of this document is deemed to be a flued warm air heating appliance that uses ducting to distribute the heating air
around a premise.
2

6189 Unit 341 Install gas warm air central heating systems and appliances
(EUS DSG 3.10)

3.10.1 Installation of a gas fired ducted air heater
Primary Range:
undertaking the
Secondary Range: satisfactory installation of
 Open-Flued Natural Draught gas fired ducted air
Appliance heating appliances is
required across the
11 21
documented ranges.
 Room Sealed Fanned Draught
Appliance One Successful At least 5 separate
2
(Appliance Type C or C or C or C ) Assessment installation occasions One Successful

must occur with the Assessment
12 13 32 33
 Compartment Installation (ISA 7) Learner demonstrating

 Positive Return Air Duct experience across the
 Installation Exchange each occasion.
At least 3 of the
2
must be from the
workplace.
Table Notes:
1
A ‘Ducted Air Heater’ for the purpose of this document is deemed to be a flued warm air heating appliance that uses ducting to distribute the heating air
around a premise.
2

6189 Unit 342 Maintain gas water heating and wet central heating appliances
(EUS DSG 3.4)

3.4.1 Routine full service of a gas fired boiler
Primary Range:
 Traditional Boiler 1
 System Boiler 2
 Combination Boiler 3
undertaking the
satisfactory full servicing
 Gas Fire & Back Boiler 4
of gas fired boilers is
Secondary Range: required across the
documented ranges.
 Open-Flued Natural Draught
Appliance (incl. Draught Diverter) One Successful At least 5 separate
5
Assessment One Successful

(Appliance Type B ) servicing occasions must
Assessment 6
(ISA 5) occur with the Learner

11
 Room Sealed Natural Draught demonstrating experience

Appliance across the Assessment
(Appliance Type C ) 11 Criteria on each occasion
 Room Sealed Fanned Draught
At least 3 of the servicing
5
Appliance
occasions must be from
(Appliance Type C or C or C or C or
C or C )
12 13 32 33
the workplace.
52 53
 Condensing Appliance
 Non Condensing Appliance
3.4.2 Routine full service of a gas fired instantaneous water heater
Primary Range:
 Multipoint Water Heater
One Successful
N/A N/A
Assessment
TABLE CONTINUED OVER THE PAGE

6189 Unit 342 Maintain gas water heating and wet central heating appliances (continued)
(EUS DSG 3.4)
3.4.3 Identify and repair faults on gas fired boilers and instantaneous water heaters
Primary Range:
undertaking the
identification and
 System Boiler 2
repairing of faults on gas

fired boilers and
instantaneous water
 Multipoint Water Heater
heaters is required across
Secondary Range: the documented ranges.
 Open-Flued or Room Sealed One Successful At least 4 separate fault
5
Natural Draught Appliance Assessment rectification occasions N/A

(Appliance Type B or C ) must occur with the
11 11
(ISA 5)
 Open-Flued or Room Sealed Learner demonstrating
Fanned Draught Appliance experience the
(Appliance Type B or B or B or C or Assessment Criteria on
each occasion.
12 13 14 12
C or C or C )
13 32 33
 Gas Safety Control Defect 7

At least 2 of the fault
5
 Electrical Control Defect 7

rectification occasions
must be from the
 Water Control Defect 7
workplace.
Table Notes:
1
A ‘Traditional Boiler’ for the purpose of this document is deemed to be a boiler where the central heating system controls su ch as the pump, zone valves
and other auxiliary controls are external to the appliance casing as supplied by the manufacturer.
2
A ‘System Boiler’ for the purpose of this document is deemed to be a boiler where one or more of the central heating system controls such as the pump,
zone valves and other auxiliary controls are internal to the appliance casing as supplied by the manufacturer.
3
A ‘Combination Boiler’ for the purpose of this document is deemed to be a boiler that provides instantaneous hot water to single or multiple hot water
outlets, such as taps, with no water storage capacity (other than small quantities that may, by manufacturers design, be stored internally to prevent any
delay in hot water delivery).
4
A ‘Gas Fire & Boiler’ for the purpose of this document is deemed to be a boiler, not a back circulator, that is connected to a flexible flue liner and has a
gas fire connected to the front of the appliance.
5
6
The appliance must be of a different ‘Primary Range’ type than that the one utilised as part of the RWE Assessment.
7
The defects listed are ‘Appliance Defects’ and relate to controls within the appliance casing and do not refer to defects on controls on the heating or hot
water systems.

6189 Unit 343 Install gas water heating and wet central heating appliances
(EUS DSG 3.3)

3.3.1 Installation of a gas fired boiler
Primary Range:
 System Boiler 2
undertaking the
satisfactory installation of
gas fired boilers is
Secondary Range: required across the
 Room Sealed Fanned Draught documented ranges.
Appliance (Horizontal Chimney) At least 5 separate
4
(Appliance Type C or C ) One Successful installation occasions

One Successful
12 13
 Room Sealed Fanned Draught Assessment must occur with the

Assessment 5
Appliance (Vertical Chimney) (ISA 5) Learner demonstrating

(Appliance Type C or C ) experience across the
32 33
 Condensing Appliance each occasion.

 New Installation
At least 3 of the
4
 Installation Exchange installation occasions

must be from the
workplace.
Table Notes:
1
A ‘Traditional Boiler’ for the purpose of this document is deemed to be a boiler where the central heating system controls such as the pump, zone valves
and other auxiliary controls are external to the appliance casing as supplied by the manufacturer.
2
A ‘System Boiler’ for the purpose of this document is deemed to be a boiler where one or more of the central heating system controls such as the pump,
zone valves and other auxiliary controls are internal to the appliance casing as supplied by the manufacturer.
3
A ‘Combination Boiler’ for the purpose of this document is deemed to be a boiler that provides instantaneous hot water to single or multiple hot water
outlets, such as taps, with no water storage capacity (other than small quantities that may, by manufacturers design, be stored internally to prevent any
delay in hot water delivery).
4
5
The appliance must be of a different ‘Primary Range’ type than that the one utilised as part of the RWE Assessment.
Specific Core Knowledge and Performance Units
All knowledge and performance criteria must be evidenced by learners. Awarding Organisations/Awarding
Bodies can use a variety of assessment methods which will demonstrate that learners have successfully met
the unit criteria. These can include Closed Book Written Questions, Open Book Written Questions, and
Recorded Oral Questions, Projects and/or Assignments, Evidence from Practical Assessments conducted in a
RWE and evidence from Practical Assessments conducted in the workplace.

4 Assessment
4.1 Summary of assessment methods
For these units/qualifications, candidates will be required to complete the following assessments*:
* Please note that the Unit type column refers to Knowledge (K), Performance (P) or Combination (C).
Unit Title Assessment Unit Where to obtain assessment

No. Method type materials
212 Tightness test, This unit will be P Assessment by our partner, Blue
purge, commission assessed via Flame. See City & Guilds website for
and de- observation and the details
commission gas development of a
pipework up to portfolio in a working
35mm 1¼ environment and will
diameter in small be assessed to the
natural gas assessment criteria
installations set out in the unit.
301 Understand how City & Guilds on-line K Examination provided on e-
to organise multiple choice test. assessment.
resources within
BSE The test covers the
all of the knowledge
in the unit.
302/ Understand and City & Guilds on-line C Examination provided on e-
012 apply domestic multiple choice test. assessment.
cold water system
installation, Externally set The assignment can be found at
commissioning, assignment, locally www.cityandguilds.com/plumbing
service and marked and and navigate to the 6189 webpage.
maintenance externally verified. The password for the assignment is
techniques Assignment (6189- available on the Walled Garden.
302).
The assessment
covers the
knowledge
requirement of the
unit and assesses all
learning outcomes to
verify coverage of
the unit.

023 apply domestic hot multiple choice test. assessment.
water system Externally set
installation, assignment, locally The assignment can be found at
commissioning, marked and www.cityandguilds.com/plumbing
service and externally verified. and navigate to the 6189 webpage.
maintenance Assignment (6189- The password for the assignment is
techniques 303). available on the Walled Garden.
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
central heating Externally set
system assignment, locally The assignment can be found at
installation, marked and www.cityandguilds.com/plumbing
commissioning, externally verified. and navigate to the 6189 webpage.
service and Assignment (6189- The password for the assignment is
maintenance 304). available on the Walled Garden.
techniques The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
025 carry out electrical multiple choice test. assessment.
work on domestic Externally set
plumbing and assignment, locally The assignment can be found at
heating systems marked and www.cityandguilds.com/plumbing
and components externally verified. and navigate to the 6189 webpage.
Assignment (6189- The password for the assignment is
305). available on the Walled Garden.
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
306 Install, This unit will be P The City & Guilds Logbook can be
commission, assessed via purchased from the Walled Garden.
service and observation and the More details can be found at
maintain domestic development of a www.cityandguilds.com/publications
heating systems portfolio in a working
environment and will Alternatively, centres may wish to use
be assessed to the approved e-portfolios, more details
assessment criteria are available at
set out in the unit. www.cityandguilds.com/eportfolio

307 Understand core City & Guilds on-line K Examination provided on e-
oil firing safety multiple choice test. assessment.
principles within The test covers the
domestic building all of the knowledge
services in the unit.
engineering
308 Apply core oil This unit will be P The City & Guilds Logbook can be
firing safety within assessed via purchased from the Walled Garden.
domestic building observation and the More details can be found at
services development of a www.cityandguilds.com/publications
engineering portfolio in a working
309 Understand the City & Guilds on-line K Examination provided on e-
principles of multiple choice test. assessment.
domestic oil firing The test covers the
pressure jet all of the knowledge
appliances in the unit.
310 Service and This unit will be P The City & Guilds Logbook can be
maintain domestic assessed via purchased from the Walled Garden.
oil firing pressure observation and the More details can be found at
jet appliances development of a www.cityandguilds.com/publications
portfolio in a working
311 Install, test and This unit will be P The City & Guilds Logbook can be
commission assessed via purchased from the Walled Garden.
domestic oil firing observation and the More details can be found at
pressure jet development of a www.cityandguilds.com/publications
appliances portfolio in a working
domestic oil firing observation and the More details can be found at
vaporising development of a www.cityandguilds.com/publications
appliances portfolio in a working
313 Service and This unit will be P The City & Guilds Logbook can be
maintain domestic assessed via purchased from the Walled Garden.
oil firing vaporising observation and the More details can be found at
appliances development of a www.cityandguilds.com/publications

314 Understand the City & Guilds on-line K Test provided on e-assessment.
principles of multiple choice test.
domestic oil firing The test covers the
vaporising all of the knowledge
appliances in the unit.
315 Understand core City & Guilds on-line K Test provided on e-assessment.
solid fuel safety multiple choice test.
principles within The test covers the
domestic building all of the knowledge
services in the unit.
engineering
316 Apply core solid This unit will be P The City & Guilds Logbook can be
fuel safety within assessed via purchased from the Walled Garden.
domestic building observation and the More details can be found at
services development of a www.cityandguilds.com/publications
engineering portfolio in a working
317 Service and This unit will be P .
maintain domestic assessed via The City & Guilds Logbook can be
solid mineral fuel observation and the purchased from the Walled Garden.
burning appliances development of a More details can be found at
portfolio in a working www.cityandguilds.com/publications
environment and will
be assessed to the Alternatively, centres may wish to use
assessment criteria approved e-portfolios, more details
set out in the unit. are available at
www.cityandguilds.com/eportfolio
principles of multiple choice test.
domestic solid The test covers the
mineral fuel all of the knowledge
burning appliances in the unit.
domestic solid observation and the More details can be found at
mineral fuel development of a www.cityandguilds.com/publications
burning appliances portfolio in a working

320 Service and Externally set C The assignment can be found at
maintain domestic assignment, locally www.cityandguilds.com/plumbing
biomass fuel marked and and navigate to the 6189 webpage.
burning appliances externally verified. The password for the assignment is
Assignment (6189- available on the Walled Garden.
320).
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
321 Install, test and Externally set C The assignment can be found at
commission assignment, locally www.cityandguilds.com/plumbing
domestic biomass marked and and navigate to the 6189 webpage.
fuel burning externally verified. The password for the assignment is
appliances Assignment (6189- available on the Walled Garden.
321).
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
322 Understand the City & Guilds on-line K The assignment can be found at
installation and multiple choice test. www.cityandguilds.com/plumbing
commissioning The test covers the and navigate to the 6189 webpage.
principles of all of the knowledge The password for the assignment is
biomass fuel in the unit. available on the Walled Garden.
burning appliances
323 Understand the City & Guilds on-line K The assignment can be found at
service and multiple choice test. www.cityandguilds.com/plumbing
maintenance The test covers the and navigate to the 6189 webpage.
principles of all of the knowledge The password for the assignment is
biomass fuel in the unit. available on the Walled Garden.
burning appliances
fundamental multiple choice test.
principles and The test covers the
requirements of all of the knowledge
environmental in the unit.
technology
systems
325 Know the City & Guilds on-line K Test provided on e-assessment.
requirements to multiple choice test.
install, commission The test covers the
and handover all of the knowledge
solar thermal hot in the unit.
water systems

326 Install, commission City & Guilds on-line C The assignment can be found at
and handover multiple choice test. www.cityandguilds.com/plumbing
‘active’ solar The test covers the and navigate to the 6189 webpage.
thermal hot water all of the knowledge The password for the assignment is
systems in the unit. available on the Walled Garden.
inspect, service The test covers the
and maintain all of the knowledge
‘active’ solar in the unit.
thermal hot water
systems
328 Inspect, service Externally set C The assignment can be found at
and maintain assignment, locally www.cityandguilds.com/plumbing
‘active’ solar marked and and navigate to the 6189 webpage.
thermal hot water externally verified. The password for the assignment is
systems Assignment (6189- available on the Walled Garden.
328).
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
329 Install, commission Externally set C The assignment can be found at
and handover heat assignment, locally www.cityandguilds.com/plumbing
pumps non- marked and and navigate to the 6189 webpage.
refrigerant circuits externally verified. The password for the assignment is
Assignment (6189- available on the Walled Garden.
329).
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
and maintain heat all of the knowledge
pump system in the unit.
installations non-

and maintain heat assignment, locally www.cityandguilds.com/plumbing
pump installations marked and and navigate to the 6189 webpage.
non-refrigerant externally verified. The password for the assignment is
circuits Assignment (6189- available on the Walled Garden.
331).
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
and handover heat all of the knowledge
pump systems in the unit.
non-refrigerant
circuits
and maintain assignment, locally www.cityandguilds.com/plumbing
rainwater marked and and navigate to the 6189 webpage.
harvesting and externally verified. The password for the assignment is
greywater reuse Assignment (6189- available on the Walled Garden.
systems 333).
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
334 Install, commission Externally set C The assignment can be found at
and handover assignment, locally www.cityandguilds.com/plumbing
rainwater marked and and navigate to the 6189 webpage.
harvesting and externally verified. The password for the assignment is
greywater reuse Assignment (6189- available on the Walled Garden.
systems 334).
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
and maintain all of the knowledge
rainwater in the unit.
harvesting and
greywater reuse
systems

and handover all of the knowledge
rainwater in the unit.
harvesting and
greywater reuse
systems
337 Install, commission This unit will be P Assessment by our partner, Blue
and de- assessed via Flame. See City & Guilds website for
commission gas observation and the details
pipework up to development of a
35mm 1¼ portfolio in a working
diameter in environment and will
domestic and be assessed to the
small commercial assessment criteria
premises set out in the unit.
338 Specific core This unit will be P Assessment by our partner, Blue
installation & assessed via Flame. See City & Guilds website for
maintenance observation and the details
development of a
be assessed to the
assessment criteria
set out in the unit.
339 Understand core This unit will be K Assessment by our partner, Blue
gas safety assessed via Flame. See City & Guilds website for
principles for observation and the details.
natural gas within development of a
domestic building portfolio in a working
services environment and will
engineering be assessed to the
assessment criteria
340 Maintain gas warm This unit will be P Assessment by our partner, Blue
air central heating assessed via Flame. See City & Guilds website for
systems and observation and the details
appliances development of a
be assessed to the
assessment criteria
341 Install domestic This unit will be P Assessment by our partner, Blue
gas warm air assessed via Flame. See City & Guilds website for
central heating observation and the details
be assessed to the
assessment criteria

342 Maintain gas water This unit will be P Assessment by our partner, Blue
heating and wet assessed via Flame. See City & Guilds website for
central heating observation and the details
be assessed to the
assessment criteria
343 Install domestic This unit will be P The City & Guilds Logbook can be
gas water heaters assessed via purchased from the Walled Garden.
and wet central observation and the More details can be found at
heating appliances development of a www.cityandguilds.com/publications
sanitation system Externally set
installation, assignment, locally The assignment can be found at
commissioning, marked and www.cityandguilds.com/plumbing
service and externally verified. and navigate to the 6189 webpage.
maintenance Assignment (6189- The password for the assignment is
techniques 305). available on the Walled Garden.
The assessment
covers the
knowledge
requirement of the
verify coverage of
the unit.
345 Install, This unit will be P The City & Guilds Logbook can be
commission, assessed via purchased from the Walled Garden.
service and observation and the More details can be found at
maintain domestic development of a www.cityandguilds.com/publications
plumbing and portfolio in a working
heating systems environment and will Alternatively, centres may wish to use

4.2 Principles of Assessment
The following information applies to Summit Skills units only (all units except EU Skills
units which are 338, 343, 342, 337, 212, 341, 340)
Evidence requirements
The evidence requirements and City & Guilds assessment strategy for these qualifications has been
designed within the confines of the SSC Summit Skills ‘Consolidated Assessment Strategy for units
and Qualifications of ‘Occupational Competence’ in the Qualifications and Credit Framework
(England, Northern Ireland and Wales) for the Building Services Engineering Sector’ (April 2010
v2.1a 06.10)’.
There are three types of units within these qualifications:
Knowledge Unit A unit that gives the learner the opportunity to demonstrate their
knowledge and understanding of identified topics and subject
areas.
Performance Unit A unit that gives the learner the opportunity to demonstrate they have the
practical skills that are in keeping with the relevant National Occupational
Standards for identified activities.
Combination Unit A unit that gives the learner the opportunity to demonstrate their
understanding and application of specific knowledge, and is assessed in
simulated conditions using particularly identified “relevant practical
activities”.
Knowledge units must be undertaken in line with the City & Guilds assessment strategy for each
unit as detailed in this handbook. All knowledge only units for the award are assessed by online
multiple choice tests.
Evidence that is sourced from the real working environment for Performance units must be
naturally occurring and can be generated by:
 direct observation of performance in the workplace by a qualified assessor and/or testimony
from an expert witness subject to the activity being assessed; this will be the primary source of
evidence
 candidate’s reflective account of performance
 Work plans and work based products, e.g. diagrams, drawings, specifications, customer
testimony, authorised & authenticated photographs/images and audiovisual records of work
completed
 evidence from prior achievements that demonstrably match the requirements of the
Performance Unit
 witness testimony.
Meeting the assessment requirements of Performance Units will need initial discussions and
assessment planning between the learner and assessor, as an essential activity to identify
opportunities to assess real working environment evidence, gaps that need to be filled or
opportunities to recognise the prior achievement of the learner.
Competence must be demonstrated consistently over a period of time and on more than one
occasion. Unless specifically stated otherwise within the unit, there is no stipulation what that
period of time might be as this is a decision for the assessor. Based on their own professional
judgement assessors must be capable of identifying when competence has been demonstrated by
the learner.

Simulation and Simulated Conditions (Performance Units)
Permissible
Simulation can take place in those rare circumstances where the opportunities to collect naturally
occurring evidence are limited or absent and the learner lacks evidence for completion of the unit.
However, this scenario is anticipated to be rare in relation to the qualifications and the units to
which this strategy applies given the inherent flexibility of the evidence-gathering process.
Mandatory
Simulation must take place for industry-identified key safety critical aspects of the qualifications as
listed below:
 Activities relating to F Gas installations/service and maintenance
 Pressure testing
 Handling of refrigerants (ODS, Ammonia, HC and CO2)
 Thermal pipe joining methods – welding; brazing; soldering activities
 Limited scope electrical work
 As relevant, the installation, connection and servicing/maintenance of fuel systems and
equipment – gas; oil; solid fuel
 As relevant, the installation, connection and servicing/maintenance of hot/cold water systems
and equipment – unvented water; backflow prevention
The activities that will be undertaken demonstrating competence in these areas are contained
within each industries “Assessment of Occupational Competence” arrangement and this must
not be undertaken before the learner has demonstrated sufficient technical expertise, knowledge,
skill and maturity.
Where simulation does take place it must be in a realistic working environment and/or an
independent assessment structure.
Industry Arrangements for the Assessment of Occupational Competence

This is an independent part of the assessment process. Each industry will have its own
arrangements which will be compliant with the following requirements:
 Activities relating to limited scope electrical work
 Assessment in the following competence areas must meet the minimum standards laid down by
the following bodies and be capable of facilitating separate operative registration (without
further assessment and training) with industry recognised bodies approved to register
operatives in the listed competence area:
o Water Regulations – DEFRA (WRAS)
o Unvented hot water – Building Regulations/Standards
o Energy efficiency – Building Regulations/Standards (Part L1 of the Building Regulations
in England & Wales)
o Gas – gas registration provider
o Oil – OFTEC
o Solid fuel – HETAS
o Electrical – defined scope Part P electrics
o Emerging technologies – MTC proposals (Competent Persons Schemes)
Additional delivery and assessment requirements

MES Electrical Unit: Understand and carry out electrical work on domestic plumbing and heating
systems and components (T/502/9157).

In relation to the delivery and assessment of the unit identified above the two statements below
must be prominently included in any learner and assessor/assessment support and guidance
documentation for the unit and/or the qualification the unit is a component of:
 A learner who completes this unit is not competent to inspect and test a complete electrical
installation. The competencies identified in the unit and demonstrated by the learner are only
applicable to electrically operated mechanical services components and controls up to
230V single phase supply.
 Individuals responsible for the delivery and/or assessment of this unit must provide auditable
evidence that, as a minimum, they have the competencies that equate with the Learning
Outcomes and Assessment Criteria of the unit.
Requirements for Assessment
Practical Evidence
Learners must be able to practice on all specified unit components within the tables in Appendix 2.
RWE assessments must be included in the portfolio of evidence leading to completion of a QCF unit
in line with the requirements set out for each unit. This must be supplemented by evidence
gathered directly from the workplace as required for each unit and a work experience portfolio,
signed off as accurate and authentic by a suitably qualified and Gas Safe Registered engineer.
Learners must demonstrate competence in the workplace during the performance of genuine work
activities, by carrying out the tasks and duties that would be reasonably expected of them as a
competent operative. Learners will be expected to have demonstrated competence in the assessed
tasks over a period of time under normal working conditions to generate a sufficiency of evidence.
The gas industry is highly regulated regarding safety requirements and this is reflected in these
qualifications. Certain Gas Safety related assessments must only be carried out under simulated
conditions. Gas Safety critical activities within the units will normally be assessed in a simulated RWE
and where necessary these requirements are incorporated in the tables.
Learners must demonstrate competence in each unit through assessments in line with the evidence
and assessment requirement tables in Appendix 2.
4.3 Assessment Requirements for Gas Safety Register
As there are units within the qualification that also form part of the gas qualifications, there is a need
for candidates taking these routes to follow the same assessment strategy as for the Gas
qualifications. This applies to the following individual units
338, 343, 342, 337, 212, 341 and 340
Independent Summative Assessments (ISAs)
The gas units use ‘Independent Summative Assessment (ISA)’. The assessment process for the ISAs
involves assessment of the Learner’s performance by realistic simulation in a managed,
independent assessment environment. The ‘Independent Assessor’ will observe assessments of the
Learner’s competence against a specified set of gas safety related performance criteria contained in
the ISA Assessors Marking Sheets.

Several ISA’s have been developed and can be found in the separate ‘Quick Guide to ISA’s’
document. This ‘Quick Guide’ is periodically updated and the latest version must always be used.
This document will be published on the City & Guilds website.
The introduction of these ISA’s simplifies the process of ‘Independent Assessment’ for the gas units.
In particular it removes the need for an ‘Independent Assessor’ to be used for ‘Workplace (Onsite /
On the Job) Assessments’.
Note: It is important to recognise that the introduction of the ISA’s only removes the requirement
for ‘Independent Assessment’ in the workplace. It does not remove the requirement for
‘Workplace Assessment’ and this is still seen as the primary source of evidence for making
judgements of competence.
ISA Assessment Process

To ensure a consistent approach is taken to delivering and implementing the ISA’s, the following
requirements have been laid down.
 The ISAs can only be undertaken at a convenient point in the learning

programme;
 The Assessor for the ISAs should be ‘Independent’;
 The ‘Assessment Area’ that is used to assess the ISAs should be ‘Independent’, ie the learners
should not have had access to the area prior to the initial assessment, the learners must not
have been trained or coached on specific items of equipment / appliance / scenarios that could
be found in the ISA assessment area over and above such training / coaching they may have
normally received whilst working towards their Diploma and the area should have sufficient
equipment / appliances to allow a selection of ‘Learners Routes’ to be planned to reduce
assessment predictability and maintain the robustness of the assessment process;
 All ISA assessment documentation (Assessors Marking Sheets, Learners Job Sheets, Practical
Assessment Workbooks, etc.) must remain within the Centre. Learners must not be allowed to
remove these from the Centre, even when they have completed their Diploma and are entitled
to retain their portfolio (as with the Knowledge & Understanding Paperwork).
ISA Assessment Marking

Initial Assessment
 Learners that achieve 100% pass the ISA assessment.
 Where a Learner has failed to attain 100% (following any oral questioning asked as part of the
assessment) at the Assessors discretion, the Learners may be re-assessed by oral questioning
and / or observing the practical performance of the Learner against those performance criteria
on which competence was not demonstrate during the initial assessment.
 Following the second attempt described in (b) above, Learners that achieve 100% pass the ISA
assessment. Learners attaining less than 100% will be deemed to have referred on the ISA
assessment / task undertaken and will require further training before undertaking a Partial Re-
Take Assessment of the complete ISA / Task, as required.
Note: Due to the requirement for further training, the re-sitting of the entire ISA / Task should not
take place for at least 48 hours after the initial assessment on which the Learner was referred.
Partial Re-Take Assessment

 The Learner may undertake a Partial Re-Take Assessment of the entire ISA / or the full task of
the ISA referred.
 Following the Partial Re-Take Assessment described in (a) above, Learners that achieve 100%
pass the ISA assessment. Where a Learner has failed to attain 100% (following any oral
questioning asked as part of the assessment) at the Assessors discretion, the Learners may be
re-assessed by oral questioning and / or observing the practical performance of the Learner
against those performance criteria on which competence was not demonstrated during the
Partial Re-Take Assessment.

 After undertaking a second attempt on a Partial Re-Take Assessment described above,
Learners that achieve 100% pass the ISA assessment.
 Learners attaining less than 100% on a second attempt on a Partial Re-Take Assessment will be
deemed to have failed to demonstrate a satisfactory competence level for the specific
assessment.
 Where a Learner has failed to demonstrate a satisfactory competence level at this summative
assessment stage in completing their Diploma, an interview should be set up between the
Learner, the Learners workplace assessor(s), the independent assessor and the internal verifier
(and employer if required) to review the Learners performance. Following this interview the
decision should be made as to what action the Learner needs to take before re-attempting the
entire ISA assessment (including all Tasks and Practical Assessment Workbook Scenarios)
Note: Due to the requirement for further actions, the re-sitting of the entire ISA should not take
place for at least 14 days after the Partial Re-Take Assessment on which the Learner was referred.
Completion of ISA Assessor Checklists
Initial Assessment
The Assessors Checklist must be completed as indicated in the following diagram
Partial Re-take Assessment

Assessors undertaking Partial Re-Take Assessment of Learners should use a ‘Blank’ Assessor Check
List to mark the Learners performance against the task or tasks they are being asked to repeat.
Learners should also be provided with a ‘Blank’ Candidates Job Sheet to complete during the
assessment.
Note: It may be beneficial to ease identification of Partial Re-Take Assessment documentation by

using a different colour paper to that used for Initial Assessment.

The Partial Re-Take Assessment should be marked on the paperwork as for Initial Assessment, but
the Assessor should indicate in the appropriate box on the Assessor Checklist that a Partial Retake
Assessment has taken place (see example below).
ISA Route Plans

Each ISA contains a ‘Route Plan’ that enables Centres to document their approach to assessment.
Each plan contains at least 2 variations that enable the Centre to vary the assessment to reduce the
predictability of the assessment occasion.
Centres should complete and retain copies of these to allow the Internal and External Verifiers to
monitor the assessment process and make objective decisions on a Learner’s performance during
an assessment. The External Verifiers will audit Learner’s records against these ‘Route Plans’ on
their monitoring visits.
Each Route plan has a ‘Used From’ date, this clearly indicates the date the plan was used from.
Where equipment, setups are modified etc. the Route Plan should be amended and a new one
created with the appropriate revised ‘Used From’ date. Out of date ‘Route Plans’ should be retained
by the Centre for use by Internal and External Verifiers.
Each ISA Assessment contains a ‘Route Plan Example’; these are designed to give Centres guidance
in developing routes. These examples show green and red text, the green text indicates areas that
will be ‘blank’ on the normal ‘Route Plan’ and this gives the Centre a great deal of latitude to vary
routes and utilise existing equipment. The red text remains on the normal ‘Route Plan’, this should
not normally be altered as they are either requirements of the NVQ / ACS alignment process or are
figures, etc. that are fixed for other reasons (eg a statutory requirement).
ISA Practical Provisions

It is important to ensure that when ISA Assessments are carried out during the completion of
Domestic Natural Gas Diploma’s that suitable ‘Practical Provisions’ are available. Details of these
practical provisions can be found in the ‘Quick Guide to ISA Practical Provisions’. This ‘Quick Guide’
is periodically updated and the latest version must always be used.

4.4 Test specifications
The way the knowledge is covered by each test is laid out in the tables below:
Unit Outcome Number of %

questions
301 Know the responsibilities of relevant people in the building services 7 35
industry.
Know how to oversee building services work 3 15
Know how to produce risk assessments and method statements for 4 20
the building services industry
Know how to plan work programmes for work tasks in the building 6 30
services industry
Total 20 100

questions
302 Know the legislation relating to the installation and maintenance of 3 6
cold water supplied for domestic purposes
Know the types of cold water system layout used in multi-storey 6 12
dwellings
Know the types of cold water system layout used with single 6 12
occupancy dwellings fed by private water supplies
Know the requirements for backflow protection in plumbing systems 7 14
Know the uses of specialist components in cold water systems 3 6
Know the design techniques for cold water systems 4 8
Know the fault diagnosis and rectification procedures for cold water 10 20
systems and components
Know the commissioning requirements of cold water systems and 11 22
components
Total 50 100

questions
303 Know the types of hot water system and their layout requirements 14 26
Know the uses of specialist components in hot water systems 3 5
Know the design techniques for hot water systems 7 13
Know the installation requirements of hot water systems and 10 18
components
Know the fault diagnosis and rectification procedures for hot water 10 18
Know the commissioning requirements of hot water systems and 11 20
components
Total 55 100

questions
304 Know the types of central heating system and their layout 11 22
requirements
Know the design techniques for central heating systems 14 28
Know the installation requirements of central heating systems and 5 10
components
Know the fault diagnosis and rectification procedures for central 9 18
heating systems and components
Know the commissioning requirements of central heating systems 11 22
and components
Total 50 100

questions
305 Know the electrical standards that apply to the mechanical services 2 5
industry
Know the principles of electricity supply to buildings 2 5
Know the layout features of electrical circuits in buildings 9 25
Understand the electrical industry safe isolation procedure 2 5
Know the site preparation techniques for the electrical connection of 4 10
mechanical services components
Understand the installation and connection requirements of 5 15
electrically operated mechanical services components
Know the inspection and testing requirements of electrically 5 15
operated mechanical services components
Know the procedures for safely diagnosing and rectifying faults in 7 20
electrically operated mechanical services components
Total 36 100

questions
307 Know the oil supply legislation that applies to work in dwellings 6 7
Know the types of oil storage tank, associated fittings and installation 9 11
requirements in dwellings
Know the positioning requirements of oil storage tanks in dwellings 8 9
Know the installation requirements of oil supply pipelines in dwellings 14 16
Know the sizing requirements of oil storage and supply systems in 3 4
dwellings
Know how to test oil pipework for soundness 2 2
Know the fault diagnosis and rectification procedures for oil supply 4 5
systems in dwellings
Know the decommissioning requirements of oil storage tanks 3 4

Know the combustion process and the types of burners used in oil 9 10
fired appliances in dwellings
Know the ventilation requirements of oil fired appliances installed in 8 9
dwellings
Know the standards of chimneys and flue systems to be used with oil 13 15
fired appliances in dwellings
Know how to test oil fired appliance flue systems in dwellings for 5 6
effective operation
Know how to identify and respond to unsafe situations relating to oil 2 2
systems and appliances in dwellings
Total 86 100

questions
309 Know the types of pressure jet oil fired appliance and their operating 3 6
principles
Know the condensate disposal requirements of condensing oil fired 3 6
appliances
Know the energy efficiency legislation applicable to pressure jet oil 3 6
fired appliances
Know the factors to be considered when selecting pressure jet oil 6 12
fired appliances to meet customers needs
Know the installation requirements of pressure jet oil fired appliances 3 6
Know the fault diagnosis and rectification procedures for pressure jet 10 20
oil fired appliances
Know the range of equipment used to commission pressure jet oil 4 8
fired appliances
Know the commissioning requirements of pressure jet oil fired 12 24
appliances
Know the decommissioning requirements of pressure jet oil fired 6 12
appliances
Total 50 100

questions
314 Know the types of vaporising oil fired appliance and their operating 5 11
principles
Know the energy efficiency legislation applicable to vaporising oil 2 4
fired appliances
Know the factors to be considered when selecting vaporising oil fired 4 8
appliances to meet customers needs
Know the installation requirements of vaporising oil fired appliances 3 7
Know the fault diagnosis and rectification procedures for vaporising 9 20
Know the range of equipment used to commission vaporising oil fired 4 8
appliances
Know the commissioning requirements of vaporising oil fired 13 29
appliances
Know the decommissioning requirements of vaporising oil fired 6 13
appliances
Total 46 100

questions
315 Know the solid fuel legislation that applies to work in dwellings 6 9
Know the types of solid fuels and the factors affecting fuel selection 4 6
Know the basic operating principles of solid fuel appliances 5 8
Know the factors which affect the selection of solid fuel appliances 5 8
Know the combustion process and the principles of safe combustion 7 11
of solid fuels
Know the ventilation requirements of solid fuel appliances installed in 6 9
dwellings
Know the standards of chimneys and flue systems to be used with 14 21
solid fuel appliances in dwellings
Know the methods of diagnosing problems with flue/chimney 4 6
performance
Know the requirements for hearths and fireplace surrounds to solid 5 8
fuel appliances
Know how to test solid fuel appliances and associated flue systems in 7 11
dwellings for effective operation
Know how to identify and respond to unsafe situations relating to 2 3
solid fuel flue systems and appliances in dwellings
Total 65 100

questions
318 Know the types of solid mineral fuel appliance and their operating 6 13
principles
Know the energy efficiency legislation applicable to solid mineral fuel 3 6
appliances
Know the factors to be considered when selecting solid mineral fuel 6 13
appliances to meet customers needs
Know the installation requirements of solid mineral fuel appliances 3 6
Know the fault diagnosis and rectification procedures for solid 9 19
mineral fuel appliances
Know the range of equipment used to commission solid mineral fuel 2 4
appliances
Know the commissioning requirements of solid mineral fuel 12 26
appliances
Know the decommissioning requirements of solid mineral fuel 6 13
appliances
Total 47 100

questions
322 Know the types of biomass appliance and their operating principles 5 15
Know the energy efficiency legislation applicable to biomass 3 8
appliances
Know the factors to be considered when selecting biomass 5 15
appliances to meet customers’ needs
Know the installation requirements of biomass appliances 2 5
Know the range of equipment used to commission biomass 3 8
appliances
Know the commissioning requirements of biomass appliances 12 33
Know the decommissioning requirements of biomass appliances 6 16
Total 36 100

questions
323 Know the requirements for the routine service of biomass appliances 4 34
Know the how to diagnose faults in biomass appliances 4 33
Know how to rectify faults in biomass appliances 4 33
Total 12 10
0

questions
324 Know the fundamental working principles of micro-renewable energy 10 36
and water conservation technologies
Know the fundamental requirements of building location/building 9 32
features for the potential to install micro-renewable energy and
water conservation systems to exist
Know the fundamental regulatory requirements relating to micro- 4 16
renewable energy and water conservation technologies
Know the typical advantages and disadvantages associated with 4 16
micro-renewable energy and water conservation technologies
Total 27 10
0

questions
325 Know the health and safety risks and safe systems of work associated 3 5
with solar thermal hot water system installation work
Know the requirements of relevant regulations/standards relating to 3 5
practical installation, testing and commissioning activities for solar
thermal hot water system installation work
Know the types and layouts of solar thermal hot water system 3 5
Know the purpose of components used within solar thermal hot 2 4
water system installations
Know the types and key operating principles of solar collectors 3 5
Know the information requirements to enable system component 3 5
selection and sizing
Know the fundamental techniques used to select, size and position 10 20
components for solar thermal hot water systems
Know how the performance of solar hot water systems is measured 2 4
Know the preparatory work required for solar thermal hot water 3 5
system installation work
Know the requirements for connecting solar thermal hot water 2 4
system collector circuits to combination boiler domestic hot water
circuits
Know the requirements for installing solar collector arrays 5 9
Know the requirements for installing for solar thermal hot water 6 11
system pipework
Know the requirements to test and commission solar thermal hot 8 14
water system installations
Know the requirements to handover solar thermal hot water systems 2 4
Total 55 10
0
questions
327 Know the requirements for the routine service and maintenance of 6 40
‘active’ solar thermal hot water systems
Know how to diagnose faults in ‘active’ solar thermal hot water 5 33
system installations
Know how to rectify faults in ‘active’ solar thermal hot water systems 4 27
Total 15 10
0
questions
330 Know the requirements for the non-refrigerant circuit routine service 5 50
and maintenance of heat pump system installations
Know how to diagnose faults in heat pump system installations 3 30
Know how to rectify non-refrigerant circuit faults in heat pump 2 20
Total 10 10
0

questions
with heat pump system installation work (non-refrigerant circuits)
practical installation, testing and commissioning activities for heat
pump installation work
Know the purpose and operational characteristics of heat pump unit 5 6
and heat pump system components
Know the different types of heat pump units and system 6 8
arrangements for hydraulic emitter circuits
Know the fundamental principles of heat pump selection and system 24 32
design that are common to both air and ground source heat pumps
Know the fundamental design principles for ground source ‘closed 15 20
loop’ heat pump collector circuit design, component sizing and
installation
Know the layouts of ‘open loop’ water filled heat pump collector 1 1
circuits
Know the fundamental design considerations and principles that are 3 4
specific to air source heat pumps
Know the preparatory work required for heat pump installation work 3 4
Know the requirements to install and test heat pump systems (non- 6 8
refrigerant circuits)
Understand the requirements to commission heat pump system 4 5
installations (non-refrigerant circuits)
Understand the requirements to handover heat pump system 4 5
installations
Total 77 10
0

questions
335 Know the requirements for the routine service and maintenance of 7 58
rainwater harvesting and reuse systems
Know how to diagnose faults in rainwater harvesting and greywater 3 25
reuse systems
Know how to rectify faults in rainwater harvesting and greywater 2 17
reuse systems
Total 12 10
0

questions
with rainwater harvesting and greywater reuse system installation
work
practical installation, testing and commissioning activities for solar
Know the types and layouts of rainwater harvesting and greywater 4 8
reuse system used for single premises installations
Know the purpose of components used within rainwater harvesting 2 5
Know the information requirements to enable rainwater harvesting 3 6
and greywater reuse system component selection and sizing
Know the fundamental techniques used to select, size and position 12 25
components for rainwater harvesting and greywater reuse systems
Know options and requirements for the treatment of water in 4 8
biological, physical, biomechanical and hybrid rainwater
harvesting/greywater recycling systems
Know the preparatory work required for rainwater harvesting and 3 6
greywater recycling system installation work
Know the requirements for installing rainwater harvesting and 2 5
greywater reuse storage tanks
Know the requirements for installing for rainwater harvesting and 3 6
greywater recycling system pipework
Know the requirements to test and commission rainwater harvesting 7 15
and greywater re-use system installations
Know the requirements to handover rainwater harvesting and 2 5
greywater recycling systems
Total 47 10
0

questions
344 Know the types of sanitation system and their layout requirements 6 15
Know the design techniques for sanitation and rainwater systems 11 28
Understand the installation requirements of sanitation system 7 17
components
Know the fault diagnosis and rectification procedures for sanitary 7 17
pipework systems and components
Know the commissioning requirements of sanitary pipework systems 9 23
and components
Total 40 10
0

4.5 Permitted open book reference materials
Reference materials permitted for:

 Unit 325 Know the requirements to install, commission and handover solar thermal hot water
systems
 Unit 327 Know the requirements to inspect, service and maintain ‘active’ solar thermal hot water
systems
Publication Edition/ Author/ ISBN:
Version Publisher
Solar Heating Design and Installation Guide 2007 CIBSE 9781903287842
CE 131 Solar water heating systems – guidance March Energy Saving
for professionals, conventional indirect models 2006 Trust
Water Regulations Guide: including the Water 2001 WRAS 9780953970803
Byelaws 2000 (Scotland)

 Unit 330 Know the requirements to inspect, service and maintain heat pump system installations
non-refrigerant circuits
 Unit 332 Know the requirements to install, commission and handover heat pump systems non-
Publication Edition/ Author ISBN:
Version /Publisher
BS EN 15450: 2007 Heating systems in BSI 9780580563850
buildings: Design of heat pump heating systems
TR/30 – Guide to Good Practice Heat Pumps 2007 HVCA 0903783584
CE 82 Domestic Ground Source Heat Pumps: 2007 Energy Saving
Design and installation of closed-loop systems Trust

 Unit 335 Know the requirements to inspect, service and maintain rainwater harvesting and
greywater reuse systems
 Unit 336 Know the requirements to install, commission and handover rainwater harvesting and
Publication Edition/ Author ISBN:
Version /Publisher
BS8515: 2009 Rainwater harvesting systems – BSI 9780580604904
Code of Practice
BS8525 – 1:2010 Greywater systems – Part 1: 9780580634758
Code of Practice
Rainwater Harvesting Design & Installation 2010 CIBSE 9781906846084
Guide

4.6 Recognition of Prior Learning (RPL)
Recognition of prior learning means using a person’s previous experience or qualifications already
achieved to contribute to a new qualification. If learners have completed the 6129 or the 6089, see
Appendix 3 for RPL guidance.

5 Units
Structure of units
These units each have the following:
 City & Guilds unit number
 Title
 Level
 Credit value
 Unit Accreditation Number (UAN)
 Unit aim(s)
 Recommended Guided Learning Hours (GLH)
 Relationship to National Occupational Standards (NOS)
 Endorsement by a sector or other appropriate body
 Information on assessment
 Learning outcomes which are comprised of a number of assessment criteria.

Unit 212 Tightness test, purge, commission and de-
Level: 2
Credit value: 3
UAN: D/503/8628
Unit aim(s)
The aim of the unit is to assess the competence of individuals to recognised national occupational
standards. The unit supports workforce development and describes the competencies necessary to
tightness test, purge, commission and decommission gas pipework.
The scope of work of this unit covers the work activities of planning, de-commissioning,
commissioning and gas tightness testing and direct purging of small 2nd family gas (natural gas)
installations downstream of an Emergency Control Valve (ECV). The unit is based on the Institution
of Gas Engineers and Managers, normative standard IGE/UP/1B
The gas installation to be tested and purged:

 must have a maximum operating pressure (MOP) at the outlet of the ECV not exceeding 2 bar
 an operating pressure (OP) at the outlet of the primary meter of 21 mbar (nominal)
 a nominal bore of pipework not greater than 35mm
 a maximum rated capacity through the primary meter of 16m3/h (U16), and
 a maximum installation volume (IV) supplying an individual dwelling or non domestic premises of
0.035 cubic metre.
This unit will provide evidence of competence to enable an individual to apply for a ‘licence to
practice’ from the gas industry registrar, currently Gas Safe Register.
Learning outcomes
There are six learning outcomes to this unit. The learner will:
1. be able to plan and prepare work activities for tightness testing and direct purging
2. be able to de-commission gas systems and components to industry standards
3. be able to carry out tightness testing and direct purging of gas systems and components
4. be able to use and communicate data and information to carry out de-commissioning, tightness
testing and direct purging
5. be able to resolve problems which could affect de-commissioning, tightness testing and direct
purging
6. be able to install, commission and de-commission gas pipework up to 35mm (1¼) diameter in
domestic and small commercial premises.
Guided learning hours

It is recommended that 16 hours should be allocated for this unit. This may be on a full-time or part-
time basis.

The relationship between this unit and the national occupational standards
This unit of assessment relates directly to Energy & Utility Skills Sector Performance Standards
(approved National Occupational Standards) Gas Utilisation and Gas Safety NOS DSG 3.6 Gas
Tightness Testing and Direct Purging.
Endorsement of the unit by a sector or other appropriate body

This unit is endorsed by EU Skills.
Assessment and grading

This unit is assessed by:
 A portfolio of evidence

Outcome 1 Be able to plan and prepare work activities for
tightness testing and direct purging
Assessment Criteria
The learner can:
1. carry out a risk assessment which incorporates:
 safety provisions in the work site
 access to the work site
 movement of the workforce
 members of the public
 the movement and safe storage of materials, tools and equipment
2. survey the work site for:
 any damage or defects to existing building features
 record details of any features that may affect the work
3. advise the property occupier of any defects found
4. protect the work site and the building fabric against possible damage being caused during
the:
 tightness testing process
 direct purging process
5. obtain confirmation from the property occupier before the job starts to ensure that they
agree the planned work
6. confirm the:
 siting of the gas supply
 provision of ventilation
meets the requirements for tightness testing and direct purging
7. check and confirm all:
 materials
 tools
 test equipment
necessary for the tightness testing and direct purging process are available as required and are
fit for purpose
8. check and confirm that the:
 gas supply
 earthing supply
meet the industry standard’s requirements for the installation
9. carry out all necessary checks and tests to confirm the gas supply meets the industry
requirements for the installation
10. check existing installation for unsafe appliances and system components and apply the gas
industry unsafe situations procedures as necessary.

Outcome 2 Be able to de-commission gas systems and
components to industry standards
Assessment Criteria
The learner can:
1. check and confirm that conditions within the gas system will permit safe de-commissioning
2. select and use the correct:
 tools
 equipment
for de-commissioning activities
3. use designated safe:
 isolation methods
 tests
 procedures
to de-commission gas systems and components
4. take precautionary actions to ensure that temporarily de-commissioned:
 appliances
 gas systems
 components
do not present a safety hazard
5. permanently remove and disconnect:
 appliances
 gas system components
as necessary.

Outcome 3 Be able to carry out tightness testing and direct
purging of gas systems and components
Assessment Criteria
The learner can:
1. confirm the complete pipework installation complies with the:
 manufacturer’s specification
 industry standards
2. carry out preparatory work for tightness testing and direct purging to meet industry standards
3. check that conditions within the gas system will permit safe tightness testing and direct purging
4. select and use the correct tools and equipment for tightness testing and direct purging activities
5. measure, calculate and record gas system installation volumes for tightness testing and direct
purging activities
6. ensure ventilation for tightness testing and direct purging activities meets industry standard’s
requirements
7. remove existing gas components as necessary
8. carry out the tightness testing and direct purging process, minimising damage to:
 customer property
 building features
9. use tightness testing procedures to confirm the integrity of the newly installed
 gas system
 new and or existing appliances
10. use tightness testing procedures to confirm the integrity of the existing:
 gas system
 new and existing appliances
to ensure the installation doesn’t exceed the maximum permissible pressure drop
11. use tightness testing procedures to confirm the integrity of the gas system where the:
 maximum operating pressure (MOP) at the outlet of the emergency control valve (ECV) is
above 75mbar but not exceeding 2 bar
 no meter inlet valve is fitted
12. where the installation fails the tightness test, either:
 trace and repair the escape and retest installation
 isolate unsafe gas appliances
 gas system
 components
and apply the gas industry unsafe situations procedure
13. use purging procedures to confirm the safe supply of gas to the installed:
 gas system
 appliances
14. instruct the property occupier on the correct operation of the gas
 system
 valves

 components
15. take precautionary actions to prevent the unauthorised use of uncommissioned gas:
 appliances
 systems
 components
by isolation procedures and use of warning notices.

Outcome 4 Be able to use and communicate data and
information to carry out de-commissioning,
tightness testing and direct purging
Assessment Criteria
The learner can:
1. liaise with the property occupier and other people who will be affected by the work during the
tightness testing and direct purging processes to minimise disturbance to the job
2. use:
 normative documents
 British Standards
 information from manufacturer’s instructions
to ensure the work is carried out to the specification
3. advise of any delays to the work to any persons who are affected by the delay
4. report any delays in the work schedules to the job supervisor
5. advise the designated person in the property of any unsafe situations and actions required to
remedy those situations
6. check that the customer is satisfied with the finished job
7. complete records and documentation confirming the safe tightness testing and direct purging
of gas systems and components
8. complete gas system de-commissioning records.

Outcome 5 Be able to resolve problems which could affect de-
commissioning, tightness testing and direct
purging
Assessment Criteria
The learner can:
1. rectify and report deficiencies in gas and earthing input services
2. resolve problems in accordance with approved procedures where pre-tightness testing and
direct purging checks and tests reveal gas system or component defects
3. resolve problems in accordance with approved procedures when gas systems and components
being tightness tested and purged do not meet design requirements
4. resolve problems in accordance with approved procedures when the gas system and
components cannot be restored to full performance.

Outcome 6 Be able to install, commission and de-commission
gas pipework up to 35mm (1¼) diameter in
domestic and small commercial premises
Assessment Criteria
The learner can:
1. describe the health, safety and environmental factors which need to be incorporated in risk
assessment for the domestic installation process
2. explain safe access and working at heights procedures
3. specify the tools and equipment necessary to provide safe access to work at heights, or in
confined spaces
4. describe the methods of working which protect the building décor, customer property and
existing systems and components
5. state the care and maintenance requirements of tools and equipment, and checks for safe
condition
6. state the tools, equipment, materials and components required for the gas system installation,
commission and de-commission, – ordering, supplying, advising, checking and delivery
procedures
7. explain how to safely secure and store tools, equipment, materials and components to minimise
loss or wastage
8. describe the potential hazards that could arise from all de-commissioning, installation and
commissioning activities and the checks to be carried out before work takes place
9. explain the steps to take should materials, components, tools and equipment not be available at
the site to commence the de-commissioning, installation and commissioning activity
10. demonstrate how and where to access the required information, i.e. normative documents,
industry standards guidance documents, British Standards and manufacturer’s instructions
applicable to the gas system and appliance, to ensure the work is done to the specification and
industry standards
11. demonstrate how to read and interpret the information contained in normative documents,
12. describe how to measure and record installation and site details for prefabrication purposes
13. explain how to confirm that the gas supply and earthing system requirements are adequate for
the installation of the new gas system and components or, for extending the system or adding
components to
14. explain how to confirm that the provision of ventilation meets the industry standard’s
requirements for the installation, ie in voids, shafts, ducts
15. calculate correct sizing of pipework to ensure minimum pressure loss across installation
16. state checks and tests to confirm suitability of the gas supply
17. state checks and tests to confirm suitability of the earthing system, including the installation and
positioning of the main equipotential bonding
18. state safe isolation methods, tests and procedures for temporary and permanent de-
commissioning of gas systems, earthing systems and components, including the use of
temporary continuity bonds
19. explain the precautions to ensure that de-commissioned gas and earthing systems do not prove
a safety hazard

20. describe measures to prevent de-commissioned gas systems being brought into operation
utilising safety and warning notices
21. describe the need to liaise with others whose procedures or routines may be affected by the
suspension of the gas system operation
22. summarise the points in the de-commissioning, installation and commissioning process where
co-operation and liaison with other trades and property occupier may be required
23. state the industry practices and work standards for fabricating and installing gas pipework,
valves, systems and components to comply with the manufacturer’s specification, industry
standards, Gas Safety (Installation and Use) Regulations, British Standards and Building
Regulations
24. identify and describe the types of pipe materials suitable for carrying gas - steel, malleable iron,
copper, corrugated stainless steel tube (CSST), polyethylene and lead
25. identify and describe the types of pipe fittings suitable for carrying gas – capillary, compression,
push-fit, union joints and screwed joints
26. state the industry practices and work standards for jointing materials and fittings suitable for
carrying gas, including connecting to lead composition pipes
27. state the safety precautions to take when jointing materials and fittings - including COSHH
28. state the industry practices and methods of bending pipe materials suitable for carrying gas, ie
bending methods of copper pipe, corrugated stainless steel tube (CSST)and stainless steel
flexible pipe (anacondas)
29. describe the industry practices and methods of bending copper pipework to set measured
distances to include; double sets/offset bends, 90 degree bends, crank sets/passover bends
30. state the positioning and fixing requirements for gas pipework, valves, systems and
components to comply with the manufacturer’s specification, industry standards, Gas Safety
(Installation and Use) Regulations, British Standards and Building Regulations
31. describe how installation of gas pipework meets the industry standard’s requirements for;
location, siting, clearance requirements and relationship to other services, ie. electricity supply
32. state industry practices and work standards of providing adequate support(s) for pipework
installation to conform with industry standard’s requirements
33. produce a plan showing the positioning, protection and fixing methods for gas pipework,
valves, systems and components in; floors, ducts, through walls, buried in walls, multi-
occupancy buildings and protected shafts containing stairs, lifts or other protected fire escape
routes, to comply with industry standards, Gas Safety (Installation and Use) Regulations, British
Standards and Building Regulations, i.e. sleeving, purposed designed channels, fire stops,
purposed designed shafts
34. state the industry practices and work standards for pipe installation within suspended and
joisted floors including methods of lifting and replacing floorboards and chipboard flooring
35. state the industry practices and work standards for pipe installation in concrete floors
36. explain the installation and protection of external installations to meet industry standards
requirements, i.e. protection against mechanical damage, minimum depth below ground level
37. state the procedures and work methods for connecting to input services including; gas,
earthing and ventilation systems
38. state the procedures and work methods of connecting pipework, valves and components to
both new and existing gas systems and appliances
39. describe the procedures and work methods to ensure correct gas pipe identification
40. describe the process and procedures, equipment and legislative requirements for applying
tightness testing and purging to gas appliances, systems and components
electrical tests to earthing systems and components to ensure safe functioning, i.e. earth
continuity checks
42. describe the procedures for checking the correct operation and performance of gas systems,
valves and components and checking against the design specification to ensure safe functioning
43. state the routines and sequences for commissioning gas systems, valves and components
44. explain how to complete all installation and commissioning documentation and records to be
left with the property occupier including; Benchmark, Landlord/Home owner gas safety record

45. explain system handover procedures and demonstrate the operation of gas systems, valves and
components to end users
46. summarise the steps to take when problems arise in the work activities
47. describe Job management structures and methods of reporting and recording job progress or
problems delaying progress
48. describe how to safely collect and dispose of system contents that may be hazardous to health
or the environments, i.e. waste products including asbestos and insulation materials
49. demonstrate how and where to access the required information, i.e. industry regulations
regarding the safe disposal of system contents that may be hazardous to health or the
environment, i.e. Special Waste Regulations, Hazardous Waste Regulations, Control of Asbestos
at Work Regulations
50. explain how to isolate unsafe gas appliances, gas systems and components and apply the gas
industry unsafe situations procedure.

Unit 301 Understand how to organise resources within
BSE
Level: 3
Credit value: 3
UAN: R/602/2498
Unit aim(s)
This knowledge unit provides learning in the organising and planning of work programs, risk
assessments, method statements in the BSE in a supervisory role and knowing the responsibilities
of others and communicating with them.
Learning outcomes
There are four learning outcomes to this unit. The learner will:
1. know the responsibilities of relevant people in the building services industry
2. know how to oversee building services work
3. know how to produce risk assessments and method statements for the building services
industry
4. know how to plan work programmes for work tasks in the building services industry.

time basis.

This unit is endorsed by Summit Skills.

This unit will be assessed by:
 an online multiple choice test.

BSE
Outcome 1 Know the responsibilities of relevant people in the
building services industry
Assessment Criteria
The learner can:
1. define the types of client that are encountered when working:
 private customer:
- direct communication
- through customer representatives - managing agents
 contracting customer
 internal customer – within same company
2. specify the types of communication that may be required with clients throughout the
progress of a job
3. specify the types of communication that may be required with the site management team:
 architect
 quantity surveyor
 buyer/estimator
 surveyor
 project manager/clerk of works
 structural engineer
 building services engineer
 contracts manager
 construction manager
4. define the typical site responsibilities for craft operatives in the workplace:
 apprentices/trainees
 level 2 craft level qualified staff
- limited self responsibility
 level 3 craft level qualified staff
- supervision of self and other staff members
5. specify the different methods of supervising individuals that can be used:
 styles of supervision
 methods of motivating staff
6. define the job responsibilities when supervising staff:
 identifying the competence of subordinates to undertake work
 identifying when direct supervision or detailed direction is required
 specific health and safety issues:
- responsibility for planning safe working for subordinates
- how to adjust work schedules when health and safety problems delay works.

BSE
Outcome 2 Know how to oversee building services work
Assessment Criteria
The learner can:
1. specify how to deal with variations to works:
 prescribed by the work environment:
- communication to the client
- agreement to extra time and costs
 prescribed by the customer:
- agreement to extra time and costs
2. clarify how to undertake ongoing monitoring of the work progress against the work
programme to ensure:
 safety
 cost effectiveness
 quality
3. clarify how to deal with problems that arise with deficiencies in work performance that could
affect:
 safety
 cost effectiveness
 quality.

BSE
Outcome 3 Know how to produce risk assessments and
method statements for the building services
industry
Assessment Criteria
The learner can:
1. define the levels of risk presented by work situations
2. define the hazards presented by work situations
3. specify the methods used to carry out a risk assessment for a task:
 methods of assessing risk
 risk calculation formula
 presentation of a risk assessment
4. identify how to produce a method statement for areas of work with safety risk:
 information to be provided in a method statement
 presentation of a method statement.

BSE
Outcome 4 Know how to plan work programmes for work tasks
in the building services industry
Assessment Criteria
The learner can:
1. specify the types of work programme that would be used for:
 private installation work
 private service/maintenance work
 new-build installation contract work
 service/maintenance contract work
2. state the process for planning work activities against job specifications:
 the scope, purpose and requirements of the work
 identification of work responsibilities
 external factors that affect timeframe
3. state the process for selecting the required resources against the job specification:
 materials
 plant
 vehicles
 equipment
4. specify material delivery requirements against work programmes and the impact that the non-
availability of materials may have on work progress:
 work in private properties
 work on new-build housing
 work on commercial contracts
 avoiding loss of materials on site (theft)
5. define the factors which affect working time allocation to work activities:
 labour resources
 planning work with other trades
 material deliveries
6. identify how to produce simple work programmes:
 simple bar (progress) charts.

Unit 302/012 Understand and apply domestic cold water
system installation, commissioning, service
and maintenance techniques
Level: 3
Credit value: 9
UAN: K/502/8930
Unit aim(s)
This unit provides learning in application of design techniques, installation, maintenance,
diagnostics and rectification of faults and commissioning procedures, along with the backflow
protection in plumbing systems to comply with current legislation and regulations. The unit covers
systems in multi story dwellings with water supplied from the water under taker and private water
supplies.
Learning outcomes
There are eleven learning outcomes to this unit. The learner will:
1. know the legislation relating to the installation and maintenance of cold water supplied for
domestic purposes
2. know the types of cold water system layout used in multi-storey dwellings
3. know the types of cold water system layout used with single occupancy dwellings fed by private
water supplies
4. know the requirements for backflow protection in plumbing systems
5. know the uses of specialist components in cold water systems
6. know the design techniques for cold water systems
7. be able to apply design techniques for cold water systems
8. know the fault diagnosis and rectification procedures for cold water systems and components
9. be able to diagnose and rectify faults in cold water systems and components
10. know the commissioning requirements of cold water systems and components
11. be able to commission cold water systems and components.

time basis.


 an online multiple choice test and an externally set assignment.

Permitted reference material
The learner is permitted to use the following materials during their assessment for this unit:
Cold water
 Water Regulations Guide by Laurie Young & Graham May, published by WRAS, 2000
 BS 6700 - Design, installation, testing and maintenance of services supplying water for domestic
use within buildings and their curtilages
 Building Regulations Approved Document G (P in Northern Ireland), freely downloaded at
www.planningportal.gov.uk (www.dfpni.gov.uk in Northern Ireland)
 OFWAT guaranteed standards scheme paper freely downloaded from www.ofwat.gov.uk
 The Water Supply (Water Fittings) Regulations freely downloaded from
www.legislation.gov.uk

Outcome 1 Know the legislation relating to the installation and
maintenance of cold water supplied for domestic
purposes
Assessment Criteria
The learner can:
1. interpret the legislation controlling the installation and use of water systems:
 supplied from a water undertaker
 supplied form a private source
2. clarify the notification requirements for work on wholesome and recycled water systems:
 water undertaker
 building control or self-certification
3. differentiate between installer and user responsibilities under water legislation.

Outcome 2 Know the types of cold water system layout used in
multi-storey dwellings
Assessment Criteria
The learner can:
1. state the cold water system component layout features for multi-storey dwellings:
 supplied direct from the main
 using break cistern arrangements
 providing drinking water
2. state the system layout features for large scale storage cisterns used in multi-storey cold
water systems for dwellings:
 warning/overflow pipe
 alternative filling methods using:
- float switches and solenoid valves
- specialist inlet valves
 interlinking multiple cisterns
 use of sectional cisterns
3. state the system layout features for break cisterns used in multi-storey cold water systems
for dwellings
4. define the function of components used in boosted cold water systems in multi-storey
dwellings:
 booster pumps:
- sets with integral controls
- self assembled sets
 pressure/expansion vessels
 pressure switch (transducer)
 float switch.

Outcome 3 Know the types of cold water system layout used
with single occupancy dwellings fed by private
water supplies
Assessment Criteria
The learner can:
1. propose 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
2. propose the methods of treating water for use in single occupancy dwellings:
 localised water filtration units
 localised water treatment units – ultra violet
3. state 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
4. define the method of operation of the components used in a boosted (pumped) cold water
supply system from private sources for single occupancy dwellings:
 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.

Outcome 4 Know the requirements for backflow protection in
plumbing systems
Assessment Criteria
The learner can:
1. interpret the five fluid risk levels as laid down in water legislation
2. define terminology used when selecting and applying backflow prevention devices:
 point of use protection
 whole site or zone protection
3. propose the installation situations in which non-mechanical backflow prevention devices may be
used:
 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
4. propose 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.
5. determine methods of preventing cross connection in systems that contain non-wholesome
water sources.

Outcome 5 Know the uses of specialist components in cold
water systems
Assessment Criteria
The learner can:
1. analyse the working principles of cold water system components:
 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
2. evaluate the use of components in cold water systems to overcome temperature and pressure
effects caused by the installation of backflow prevention devices.

Outcome 6 Know the design techniques for cold water systems
Assessment Criteria
The learner can:
1. interpret information sources when undertaking design work on cold water systems:
 statutory regulations
 manufacturer technical instructions
 verbal and written feedback from the customer
2. clarify how to take measurements of building features in order to carry out design calculations:
 from plans, drawings and specifications
 from site
3. calculate the size of cold water system components used in single occupancy dwellings:
 cistern
 pipework
 pump
 pressure vessel
4. clarify how 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.

Outcome 7 Be able to apply design techniques for cold water
systems
Assessment Criteria
The learner can:
1. use information sources when undertaking design work for cold water systems:
2. calculate the size of cold water system components used in single occupancy dwellings:
 cistern
 pipework
 pump
 pressure vessel
3. present design calculations in an acceptable format:

Outcome 8 Know the fault diagnosis and rectification
procedures for cold water systems and
components
Assessment Criteria
The learner can:
1. state the methods of obtaining details of system faults from end users
2. interpret manufacturer instructions and industry standards to establish the diagnostic
requirements of cold water system components
3. propose routine checks and diagnostics on cold water system components as part of a fault
finding process:
 checking components for correct operating pressures and flow rates
 cleaning system components (including dismantling and reassembly)
 checking for correct component operation:
- pumps
- pressure switches (transducers)
- float switches
- expansion and pressure vessels
- gauges and controls
 checking for correct operation of treatment devices
- water filters
- water softeners
4. specify methods of repairing faults in cold water system components:
 pumps
 expansion/pressure vessels
 pressure switches (transducers)
 float switches
 gauges and controls
5. specify methods of safely isolating cold water systems or components to prevent them being
brought into operation before the work has been fully completed
6. define procedures for carrying out diagnostic tests to locate faults in cold water system
components:
 booster (pump) set to a system
 backflow prevention devices
7. specify methods for diagnosing and preventing corrosion within cold water system pipework:
 electrolytic corrosion
 blue water corrosion.

Outcome 9 Be able to diagnose and rectify faults in cold water
Assessment Criteria
The learner can:
1. use manufacturer instructions and industry standards to establish the diagnostic requirements
of cold water system components
2. isolate cold water systems or components to prevent them being brought into operation before
the work has been fully completed
3. carry out diagnostic tests to locate faults in cold water system components and carry out repair
work:
 booster (pump) set to a system
 backflow prevention devices.

Outcome 10 Know the commissioning requirements of cold
water systems and components
Assessment Criteria
The learner can:
1. interpret information sources required to complete commissioning work on cold water systems
2. state the checks to be carried out during a visual inspection of a boosted cold water system to
confirm that it is ready to be filled with water
3. state how to fill cold water pipework with water at normal operating pressure and check for
leakage
4. identify how to conduct a soundness test on cold water systems:
 metallic systems
 plastic pipework systems
5. specify the disinfection procedures for cold water systems and the circumstances in which
disinfection should be applied
6. state the flushing procedure for cold water systems and components
7. clarify how to take flow rate and pressure readings from new and existing cold water systems
8. specify the actions that must be taken when commissioning reveals defects in cold water
systems:
 dealing with systems that do not meet correct installation requirements
 micro-biological contamination within a cold water systems
 remedial work associated with defective components
9. state the procedure for notifying works carried out to the relevant authority
10. propose the range of information that would be detailed on a commissioning record for a cold
water system
11. propose the points to be covered when handing over a completed system to the end-user.

Outcome 11 Be able to commission cold water systems and
components
Assessment Criteria
The learner can:
1. carry out a visual inspection of a boosted cold water system to confirm that it is ready to be
filled with water
2. charge cold water pipework with water at normal operating pressure and check for leakage
3. perform a soundness test to industry requirements on cold water systems pipework and
components
4. perform a disinfection procedure on a cold water system to industry requirements
5. flush the system with wholesome water on completion of soundness testing
6. use test instruments to take readings of the water supply pressure and flow rate
7. adjust and set controls to achieve system design requirements:
 pressure at outlets
 flow rate at outlets.

Unit 303/023 Understand and apply domestic hot water
Level: 3
Credit value: 9
UAN: K/502/9155
Unit aim(s)
This unit provides learning in application of design techniques, installation and use of specialist
components, maintenance, diagnostics and rectification of faults and commissioning procedures,
along with the backflow protection in plumbing systems to comply with current legislation and
regulations. The unit covers open vented and un-vented systems in multi story dwellings.
Learning outcomes
There are ten learning outcomes to this unit. The learner will:
1. know the types of hot water system and their layout requirements
2. know the uses of specialist components in hot water systems
3. know the design techniques for hot water systems
4. be able to apply design techniques for hot water systems
5. know the installation requirements of hot water systems and components
6. be able to install hot water systems and components
7. know the fault diagnosis and rectification procedures for hot water systems and components
8. be able to diagnose and rectify faults in hot water systems and components
9. know the commissioning requirements of hot water systems and components
10. be able to commission hot water systems and components.

time basis.



Hot water
 BS 6700 - Design, installation, testing and maintenance of services supplying water for domestic
use within buildings and their curtilages
 Building Regulations Approved Document G (P in Northern Ireland), freely downloaded at
 Domestic Building Services Compliance Guide, freely downloaded at
www.planningportal.gov.uk
 The Water Supply (Water Fittings) Regulations freely downloaded from
www.legislation.gov.uk

Outcome 1 Know the types of hot water system and their
layout requirements
Assessment Criteria
The learner can:
1. compare the types of hot water supply systems used in dwellings:
 centralised systems:
- unvented hot water systems
- open vented hot water systems
 localised systems:
- unvented point of use heaters
- instantaneous heaters
2. identify hot water system pipework layout features for dwellings:
 centralised unvented hot water systems
 larger systems requiring a secondary circulation system
3. confirm 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
4. evaluate 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)
5. clarify the use of cold water accumulators in unvented hot water systems
6. define 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
7. specify the layout features for temperature and expansion relief pipework in unvented hot
water systems
8. specify the layout features for pipework systems incorporating secondary circulation:
 pump type and location
 timing devices
 prevention of reverse circulation
 methods of balancing circuits
9. state how trace heating can be used as an alternative to a secondary circulation system.

Outcome 2 Know the uses of specialist components in hot
water systems
Assessment Criteria
The learner can:
1. analyse the working principles of hot water system components:
 infra-red operated taps
 concussive taps
 combination bath tap and shower head
 flow limiting valves
 spray taps
 shower pumps – single and twin impellor
 shock arrestors/mini expansion vessels
2. evaluate the use of components in hot water systems to overcome temperature and
pressure effects caused by the installation of backflow prevention devices.

Outcome 3 Know the design techniques for hot water systems
Assessment Criteria
The learner can:
1. define the factors which affect the selection of hot water systems for single occupancy
dwellings
2. state the criteria used when selecting hot water system and component types:
 customers needs
 building layout and features
 suitability of system
 energy efficiency
 environmental impact
3. interpret information sources when undertaking design work on hot water systems:
4. clarify how to take measurements of building features in order to carry out design calculations:
 from site
5. 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)

Outcome 4 Be able to apply design techniques for hot water
systems
Assessment Criteria
The learner can:
1. use information sources when undertaking design work for hot water systems:
2. calculate the size of hot water system components used in single occupancy dwellings:
 cistern
 cylinder
 pipework
 secondary circulation pump
 booster pump (shower and full system)

Outcome 5 Know the installation requirements of hot water
Assessment Criteria
The learner can:
1. define the terms balanced and unbalanced supply pressures in unvented hot water storage
systems
2. specify 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
- single check valve
- expansion device (vessel or integral to cylinder)
- expansion relief valve
- Tundish arrangements
- application of composite valves
3. State the pipe size and positioning methods for safety relief pipework connected to unvented
hot water cylinder safety valves:
 D1 section
 Tundish
 D2 section
4. State how to position, fix and connect new hot water safety relief pipework:
 D1 pipework
 Tundish
 D2 pipework
 correct termination
5. state the positioning and fixing requirements of components of secondary circulation systems:
 system pipework
 pump
 control valves
 timing devices
 reverse circulation control valves
 pipework insulation.

Outcome 6 Be able to install hot water systems and
components
Assessment Criteria
The learner can:
1. connect pipework to an unvented hot water system
 incoming supply pipework:
- line strainer
 expansion vessel
 storage cylinder
 check valve
2. position, fix and connect new hot water safety relief pipework:
 D1 pipework
 Tundish
 D2 pipework
 correct termination.

procedures for hot water systems and components
Assessment Criteria
The learner can:
1. specify the periodic servicing requirements of hot water systems
requirements of hot water system components
4. propose routine checks and diagnostics on hot water system components as part of a fault
finding process:
 checking components for correct operating pressures, temperatures and flow rates
 checking for correct operation of system components:
- thermostats
- pumps
- timing devices
- expansion and pressure vessels
- gauges and controls
 checking for correct operation of system safety valves:
- temperature relief
- expansion relief
5. specify methods of repairing faults in hot water system components:
 pumps
 expansion/pressure vessels
 safety valves:
- temperature relief
- expansion relief
 thermostats
 gauges and controls
6. specify methods of safely isolating hot water systems or components to prevent them being
7. define procedures for carrying out diagnostic tests to locate faults in hot water system
components:
 shower booster pump unit
 safety devices
 expansion devices
 thermostats.

Outcome 8 Be able to diagnose and rectify faults in hot water
Assessment Criteria
The learner can:
of hot water system components
2. isolate hot water systems or components to prevent them being brought into operation before
3. carry out diagnostic tests to locate faults in hot water system components and carry out repair
work:
 shower booster pump unit
 safety devices
 expansion devices
 thermostats
4. carry out the periodic service of an unvented hot water storage system.

Outcome 9 Know the commissioning requirements of hot
water systems and components
Assessment Criteria
The learner can:
1. interpret information sources required to complete commissioning work on hot water systems
2. state the checks to be carried out during a visual inspection of an unvented hot water storage
system to confirm that it is ready to be filled with water
3. state how to fill hot water pipework with water at normal operating pressure and check for
leakage
4. identify how to conduct a soundness test on hot water systems:
5. state the flushing procedure for hot water systems and components
6. clarify how to take flow rate and pressure readings from new and existing hot water outlets
7. state how to balance a secondary circulation system during commissioning activities
8. specify the actions that must be taken when commissioning reveals defects in hot water
systems:
10. propose the range of information that would be detailed on a commissioning record for a hot
water system

Outcome 10 Be able to commission hot water systems and
components
Assessment Criteria
The learner can:
1. carry out a visual inspection of an unvented hot water system to confirm that it is ready to be
filled with water
2. charge hot water pipework with water at normal operating pressure and check for leakage
3. perform a soundness test to industry requirements on hot water systems pipework and
components
4. flush the system with wholesome water on completion of soundness testing
5. use test instruments to take readings of the water supply pressure and flow rate
6. adjust and set system controls to achieve system design requirements:
 pressure at outlets
 flow rate at outlets.
Unit 304/024 Understand and apply domestic central
heating system installation, commissioning,
service and maintenance techniques
Level: 3
Credit value: 12
UAN: M/502/9156
Unit aim(s)
This unit provides learning in installation, maintenance, application of design techniques to include
heat and ventilation loss through the building fabric, diagnostics and rectification of faults and
commissioning procedures. This unit provides in-depth learning of system types, components,
controls, and servicing requirements in systems up to large domestic dwellings and/or system of
equal size in commercial & industrial premises.
Learning outcomes
There are nine learning outcomes to this unit. The learner will:
1. know the types of central heating system and their layout requirements
2. know the design techniques for central heating systems
3. be able to apply design techniques for central heating systems
4. know the installation requirements of central heating systems and components
5. be able to install central heating systems and components
6. know the fault diagnosis and rectification procedures for central heating systems and
components
7. be able to diagnose and rectify faults in central heating systems and components
8. know the commissioning requirements of central heating systems and components
9. be able to commission central heating systems and components.

time basis.



Central heating
 ISBN 1 903287 40 5 CIBSE Domestic Heating Design Guide, revised 2011
 Domestic Building Services Compliance Guide, freely downloaded at
www.planningportal.gov.uk
Outcome 1 Know the types of central heating system and their
layout requirements
Assessment Criteria
The learner can:
1. define the space heating zoning requirements under statutory legislation for larger single
occupancy dwellings
2. define the function of components used in central heating systems:
 zone control valves for multiple space heating applications with appropriate time and
temperature control arrangements
 controllers:
- weather compensation
- delayed start
- optimum start
- home automation systems
3. analyse the operating principles of environmental heat sources used in conjunction with
central heating systems:
 heat pumps:
- ground source
- air source
 micro combined heat and power
4. identify the layout features of underfloor central heating systems
5. analyse the working principles of underfloor central heating system pipework and
components:
 use of manifolds
 controls system application - time and temperature to space heating zones
 underfloor pipework arrangements from manifold to room
6. identify the system layout features for multiple boiler installations incorporating low loss
headers
7. analyse functional flow wiring diagrams to determine the method of control operation for
 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.
Outcome 2 Know the design techniques for central heating
systems
Assessment Criteria
The learner can:
1. define the factors which affect the selection of central heating systems for dwellings
2. state the criteria used when selecting heating system and component types:
 customer’s needs
3. interpret information sources when undertaking design work on central heating systems:
4. clarify how to take measurements of building features in order to carry out design
calculations:
 from site
5. justify the selection of system and control types for single family dwellings
6. state the principles of heat loss and gain in dwellings:
 through the building fabric
 due to ventilation
7. evaluate the heating requirements of rooms in dwellings when designing a central heating
system:
 room size
 temperature required – indoor to outdoor
 air change rate
8. specify the methods of sizing pipework and circulators for central heating systems:
 pipe sizing calculations – space heating and hot water circuits
 pump sizing calculations
9. justify the selection criteria for boilers in dwellings:
 space heating load
 hot water heating load
 heat loss from pipework
 factors for intermittent heating
10. clarify how to size expansion vessels for sealed central heating systems and feed and
expansion cisterns for open vented systems
11. clarify the design principles for underfloor central heating systems:
 combined with radiators
 stand alone
12. calculate the size of central heating components used in single occupancy dwellings:
 heat emitter size
 pipe size
 pump size
 boiler size
Outcome 3 Be able to apply design techniques for central
heating systems
Assessment Criteria
The learner can:
1. use information sources when undertaking design work for central heating systems:
2. calculate the size of central heating components used in single occupancy dwellings:
 heat emitter size
 pipe size
 pump size
 boiler size
Outcome 4 Know the installation requirements of central
Assessment Criteria
The learner can:
1. specify the positioning and fixing requirements of components in underfloor central heating
systems:
 manifolds
 pipework arrangements (cabling)
 pipework installation techniques:
- solid floor
- suspended timber floor
2. specify the positioning, fixing and connection requirements of new central heating components
for sealed central heating systems:
 connections to a boiler
 fully pumped central heating control components – mid position or 2 x two port valve
arrangement
 sealed system components
 connections to panel radiators or underfloor heating manifold
 connections to hot water cylinder
3. specify the positioning and fixing requirements of multiple boiler installations with low loss
headers.
Outcome 5 Be able to install central heating systems and
components
Assessment Criteria
The learner can:
1. connect pipework to an underfloor central heating system
2. position, fix and connect new central heating components for a sealed central heating system:
 connections to a boiler
 fully pumped central heating control components – mid position or 2 x two port valve
arrangement
 sealed system components
 connections to panel radiators or underfloor heating manifold
 connections to hot water cylinder.
procedures for central heating systems and
components
Assessment Criteria
The learner can:
1. specify the periodic servicing requirements of central heating systems
requirements of central heating system components
4. propose routine checks and diagnostics on central heating system components as part of a fault
finding process:
 checking components for correct operation – pressure settings, temperature and
circulation
 checking for blockages in heat emitters and pipework
- circulating pumps
- control components
- expansion vessels
- pressure relief valves
- feed and expansion cisterns
5. specify methods of repairing faults in central heating system components:
 sealed and open vented – fill and vent pipework and components
 circulating pumps
 central heating control components:
- motorised valves
- timing devices
- thermostats
- specialist controls – weather compensation, delayed and optimum start
 blockages in heat emitters and pipework by power flushing
6. specify methods of safely isolating central heating systems or components to prevent them
being brought into operation before the work has been fully completed
7. define procedures for carrying out diagnostic tests to locate faults in central heating system
components:
 replacement of circulating pumps
 sealed heating system components
 control components.
Outcome 7 Be able to diagnose and rectify faults in central
Assessment Criteria
The learner can:
of central heating system components
2. isolate central heating systems or components to prevent them being brought into operation
before the work has been fully completed
3. carry out diagnostic tests to locate faults in central heating system components and carry out
repair work:
 replacement of a circulating pump
 sealed heating system components
 control components
 clean system components using power flushing equipment
4. carry out the periodic service of a central heating system.
Outcome 8 Know the commissioning requirements of central
Assessment Criteria
The learner can:
1. interpret information sources required to complete commissioning work on central heating
systems
2. state 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
3. state how to fill central heating pipework with water at normal operating pressure and check for
leakage
4. identify how to conduct a soundness test on central heating systems:
5. specify the flushing requirements, including the use of chemical treatments for new and existing
 cold and hot flushing
 power flushing
 system additives:
- neutralisers
- cleansers
- corrosion inhibitors
6. specify the method required to balance a central heating system during commissioning
activities
7. specify the actions that must be taken when commissioning reveals defects in central heating
systems:
 defects in the connection of components in systems
 unbalanced systems – poor circulation
 poor boiler connection into a low loss header
8. propose the range of information that would be detailed on a commissioning record for a
central heating system
Outcome 9 Be able to commission central heating systems and
components
Assessment Criteria
The learner can:
1. carry out a visual inspection of a central heating system to confirm that it is ready to be filled
with water
2. charge central heating components with water at normal operating pressure and check for
leakage
3. perform a soundness test to industry requirements on central heating systems pipework and
components
4. flush and treat a central heating system with appropriate additives:
 system cleanser/neutraliser
 system inhibitor
5. balance a central heating system to meet design requirements.
Unit 305/025 Understand and carry out electrical work on
components
Level: 3
Credit value: 12
UAN: T/502/9157
Learning outcomes
There are 13 learning outcomes to this unit. The learner will:
1. know the electrical standards that apply to the mechanical services industry
2. know the principles of electricity supply to buildings
3. know the layout features of electrical circuits in buildings
4. understand the electrical industry safe isolation procedure
5. be able to carry out the electrical industry safe isolation procedure
6. know the site preparation techniques for the electrical connection of mechanical services
components
7. be able to demonstrate and apply site preparation techniques for the electrical connection of
8. understand the installation and connection requirements of electrically operated mechanical
services components
9. be able to install and connect electrically operated mechanical services components
10. know the inspection and testing requirements of electrically operated mechanical services
components
11. be able to inspect and test electrically operated mechanical services components
12. know the procedures for safely diagnosing and rectifying faults in electrically operated
13. be able to safely diagnose and rectify faults in electrically operated mechanical services
components.

It is recommended that 102 hours should be allocated for this unit. This may be on a full-time or
part-time basis.



The learner is permitted to use the following material during their assessment for this unit:
 On-Site Guide
components
Outcome 1 Know the electrical standards that apply to the
mechanical services industry
Assessment Criteria
The learner can:
1. state 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 and service/maintenance instructions
 manufacturer user instructions
2. identify the range of information that would be detailed on a minor works certificate for an
electrical system or component
3. specify the procedure for notifying works carried out to the relevant authority.
components
Outcome 2 Know the principles of electricity supply to
buildings
Assessment Criteria
The learner can:
1. specify the methods by which electricity is generated:
 basic power station operation
 principles of generation
 types of supply:
- single phase
- three-phase and neutral
2. specify 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
3. state the purpose of electrical components at entry to the property:
 main fuse (single phase) and cable head connection
 meter
 consumer unit
 main earth terminal.
components
Outcome 3 Know the layout features of electrical circuits in
buildings
Assessment Criteria
The learner can:
1. define the system layout features for electrical circuits in dwellings:
 ring main circuit
 radial circuit
 fixed equipment supplies:
- spurs and fused outlets
2. specify the types of cables and conductors used for the installation of electrical equipment in
mechanical services systems
3. state the applications and limitations of the types of cable and conductors used for the
installation of electrical equipment in mechanical services systems
4. clarify the difference between Class 1 and Class 2 electrical equipment
5. define 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
- leak detection
 control components:
- thermostats
- programmers/timers
- electrically operated control valves (actuators)
- sensors
- wiring centres
 switches:
- rocker plate (with/without CPC single and double pole)
- pull cord
- pressure operated
- DP lockable isolators
6. define the operating principles of electrical circuit protection devices:
 miniature circuit breakers
 residual current devices including RCBOS
 fuses:
- re-wireable
- cartridge
- high breaking capacity
7. clarify 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
8. identify the warning notices to be applied.
components
Outcome 4 Understand the electrical industry safe isolation
procedure
Assessment Criteria
The learner can:
1. identify the test equipment required to prove that circuits to be worked on are dead:
 approved voltage indicating device
 proving unit
2. specify 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
3. clarify 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).
components
Outcome 5 Be able to carry out the electrical industry safe
isolation procedure
Assessment Criteria
The learner can:
1. check to ensure that test equipment is safe to be used
2. carry out the safe isolation procedure to industry standards.
components
Outcome 6 Know the site preparation techniques for the
electrical connection of mechanical services
components
Assessment Criteria
The learner can:
1. identify the required sources of information when carrying out work on electrical systems:
2. identify the preparatory work required to be carried out to the building fabric in order to
install, commission, decommission or maintain electrical systems or components
3. state 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
4. identify 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
5. identify the cable, materials and fittings required to complete work on electrical systems
6. identify the hand and power tools required to complete work on electrical systems.
components
Outcome 7 Be able to demonstrate and apply site preparation
techniques for the electrical connection of
Assessment Criteria
The learner can:
1. 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
2. wear Personal Protective Equipment relevant to the installation, decommissioning, servicing or
maintenance tasks being carried out.
components
Outcome 8 Understand the installation and connection
requirements of electrically operated mechanical
services components
Assessment Criteria
The learner can:
1. define 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
2. state the procedure for sizing electrical materials and components:
 basic cable sizing procedure type cables and conductors
 basic circuit protection device sizing procedure –circuit types
3. specify 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
4. specify 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
5. define the types of cable termination methods approved for use in dwellings:
 screw terminals
 pillar terminals
 claw and washer terminals
 crimping
 strip connectors
6. specify the method of installation and wiring termination for fixed electrical equipment:
 distribution boards:
- air handling units/VRF systems/system control panels/building energy management
systems/heat pumps/pressure boosting sets/gas supply safety controls
 control panels:
- heating system wiring centres/pumps/heat pumps/fan motors/solar collection
systems/pressurisation units/boilers/motorised valve actuators/solenoid
valves/thermostatic control devices and sensors/fire protection controls
 existing appliance supply point:
- heating system wiring centres/pumps/heat pumps/fan motors/solar collection
systems/pressurisation units/boilers/motorised valve actuators/solenoid
valves/thermostatic control devices and sensors/fire protection controls.
components
Outcome 9 Be able to install and connect electrically operated
Assessment Criteria
The learner can:
1. carry out the electrical wiring of a mechanical control system from an existing supply:
 mechanical engineering services systems incorporating all necessary control components
 positioning and fixing of all necessary enclosures, switches and 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
2. apply temporary continuity bonding to metallic pipework prior to making pipework
connections.
components
Outcome 10 Know the inspection and testing requirements of
electrically operated mechanical services
components
Assessment Criteria
The learner can:
1. specify the requirements of a visual inspection of completed electrical installation work for
mechanical services systems prior to electrical inspection and testing
2. define the equipment used for electrical testing of mechanical services components and its
calibration requirements
3. identify the importance of carrying out tests on dead circuits wherever possible
4. state the purpose of the electrical testing procedures for new and existing circuits:
 polarity
 earth continuity
 insulation resistance
 earth fault loop impedance
 residual current device
5. clarify the requirements for carrying out functional testing of electrical components
6. clarify the procedure for final handover of electrical circuits that supply electrically operated
domestic mechanical services components:
 installation completion of certification
 demonstration to the user.
components
Outcome 11 Be able to inspect and test electrically operated
Assessment Criteria
The learner can:
1. carry out the inspection and testing of a completed mechanical engineering services control
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
2. carry out the inspection and testing of existing electrical circuits following replacement of
electrical conductors, to mechanical engineering services systems and/or equipment
components.
components
Outcome 12 Know the procedures for safely diagnosing and
rectifying faults in electrically operated mechanical
services components
Assessment Criteria
The learner can:
2. identify and use manufacturer instructions and industry standards to establish the diagnostic
requirements of electrical system components
3. identify the electrical test equipment used to undertake fault diagnostics
4. identify the situations in which dead testing of components can be carried out
5. identify the situations in which live testing of components may be necessary and the safety
precautions required
6. define 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
- leak detection
- thermostats
- electrically operated control valves
- wiring centres
 switches:
- rocker plate (with/without CPC) - single and double pole
- pull cord
- pressure operated
- DP lockable isolators
7. state 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.
components
Outcome 13 Be able to safely diagnose and rectify faults in
electrically operated mechanical services
components
Assessment Criteria
The learner can:
1. safely isolate electrical systems or components to prevent them being brought into operation
before the work has been fully completed
2. carry out diagnostic checks to electrical circuits:
 defective cable routing
 defective termination
 provision of inadequate circuit protection devices
3. carry out diagnostic tests to locate faults in electrical components and carry out repair work:
 heating components replacement
 water components replacement
- thermostats
- motorised valve actuators
- sensors.
Unit 306 Install, commission, service and maintain
domestic heating systems
Level: 3
Credit value: 3
UAN: A/502/8933
Unit aim(s)
This performance unit is to demonstrate the correct selection of system types and components, the
installation of domestic heating and hot water systems, the commissioning, diagnostic of faults and
the rectification of those faults. The correct preparation of the working area for all such work must
also be demonstrated.
Learning outcomes
1. be able to select domestic heating and hot water systems and components for application in the
workplace
2. be able to prepare work sites for the installation of domestic heating and hot water systems and
components in the workplace
3. be able to install domestic heating and hot water systems and components in the workplace
4. be able to commission domestic heating and hot water systems in the workplace
5. be able to diagnose faults in domestic heating and hot water components in the workplace
6. be able to rectify faults in domestic heating and hot water components in the workplace.

It is recommended that four hours should be allocated for this unit. This may be on a full-time or
part-time basis.


 evidence collection and observation in the work place.
Outcome 1 Be able to select domestic heating and hot water
systems and components for application in the
workplace
Assessment Criteria
The learner can:
1. obtain details of the customer job requirement:
 by face to face site visit
 by taking details from plans, drawings and specifications
2. discuss and agree initial system and component options with the customer:
 hot water systems
 central heating systems
3. calculate the size and quantities of components required for systems installation
4. present design calculations and information to the customer
5. obtain agreement from the customer to progress domestic heating and hot water work:
 items of small jobbing (maintenance) type work
 full system/component installation work
6. apply changes to customer job requirements and obtain customer agreement to those
changes.
Outcome 2 Be able to prepare work sites for the installation of
domestic heating and hot water systems and
Assessment Criteria
The learner can:
1. use job information to plan the installation work
2. confirm the position of pipework and components with other persons before commencing
the installation work
3. comply with health and safety requirements when carrying out the installation work
4. prepare a safe and unobstructed access route to the work areas to carry out the installation
work
5. arrange for all tools, equipment and materials to be available to undertake the installation
work
6. use job information to identify the location of the building fabric that requires preparatory
work to be carried out
7. report any pre-existing damage to the building fabric or customer property to other persons
before carrying out the installation work
8. provide protection to the building fabric or customer property as the work progresses
9. carry out preparatory work to the building fabric.
Outcome 3 Be able to install domestic heating and hot water
systems and components in the workplace
Assessment Criteria
The learner can:
1. confirm that the incoming main supplies meet the requirements of the system or component
being installed
2. measure and mark out the position of the components to be installed:
 system pipework
 main system components
 system controls
3. make pipework and component fixings to the building fabric
4. position and fix pipework and components to the building fabric:
 copper
 plastics
5. connect pipework to system controls and main components:
6. connect system pipework to incoming supplies
7. carry out installation work minimising the wastage of equipment and materials
8. take precautions to ensure that the system cannot be brought into operation before the
installation work is fully completed.
Outcome 4 Be able to commission domestic heating and hot
water systems in the workplace
Assessment Criteria
The learner can:
1. carry out a visual inspection of the system to be tested to make sure that it is ready to be filled
with water
2. charge the system to normal operating pressure and check for leakage:
3. perform a soundness test to industry requirements on the installed system:
4. flush the system with cold water on completion of soundness testing
5. rectify any leakage from the system found during the soundness test procedure
6. re-fill the system treating the contents with additives as appropriate
7. operate the system and take performance readings in order to compare them to the design
specifications:
 mechanical component readings
 electrical component readings
8. adjust system controls to establish that the system operates to its design specifications
9. carry out remedial work to systems when commissioning reveals that the system does not work
to the design specifications
10. prepare commissioning records for completed systems
11. instruct the customer in the efficient and effective operation of the system.
Outcome 5 Be able to diagnose faults in domestic heating and
hot water components in the workplace
Assessment Criteria
The learner can:
1. use job information to plan the fault diagnosis work
2. comply with health and safety requirements when carrying out fault diagnosis work
3. prepare a safe and unobstructed access route to the work areas to carry out the fault diagnosis
work
4. arrange for all required tools, equipment and materials to be available to undertake the fault
diagnosis work
before carrying out the fault diagnosis work
7. establish details of the fault from other persons
8. test the component to diagnose the cause of the fault.
Outcome 6 Be able to rectify faults in domestic heating and hot
water components in the workplace
Assessment Criteria
The learner can:
1. liaise with other persons to reach agreement on the rectification work to be carried out
2. isolate unsafe components that are not to be rectified and leave the component in a safe
condition
3. isolate the component from the supply source:
 turn off the electricity supply and fuel supply source to the component
 turn off the water supply to the component
4. drain the component contents
5. take precautions to ensure that the component cannot be brought back into operation before
the rectification work is complete
6. carry out the rectification or replacement of the component to industry requirements
7. reinstate the supply or service to the component
8. test the component for effective operation
9. advise other persons that work on the system or component has been successfully completed
10. complete the details contained in a maintenance record for the system or component.
Unit 307 Understand core oil firing safety principles
within domestic building services engineering
Level: 3
Credit value: 12
UAN: H/502/9557
Unit aim(s)
This knowledge unit provides learning for oil supply legislation and safety. The learner will know: the
installation and decommissioning requirements for types of storage tanks and pipelines, the sizing
requirements for oil storage and supply, the testing procedures for supply pipe work and flue
systems, the correct procedures for fault diagnostic and rectification, and the unsafe situation
procedures.
Learning outcomes
1. know the oil supply legislation that applies to work in dwellings
2. know the types of oil storage tank, associated fittings and installation requirements in dwellings
3. know the positioning requirements of oil storage tanks in dwellings
4. know the installation requirements of oil supply pipelines in dwellings
5. know the sizing requirements of oil storage and supply systems in dwellings
6. know how to test oil pipework for soundness
7. know the fault diagnosis and rectification procedures for oil supply systems in dwellings
8. know the decommissioning requirements of oil storage tanks
9. know the combustion process and the types of burners used in oil fired appliances in dwellings
10. know the ventilation requirements of oil fired appliances installed in dwellings
11. know the standards of chimneys and flue systems to be used with oil fired appliances in
dwellings
12. know how to test oil fired appliance flue systems in dwellings for effective operation
13. know how to identify and respond to unsafe situations relating to oil systems and appliances in
dwellings.

part-time basis.


Outcome 1 Know the oil supply legislation that applies to work
in dwellings
Assessment Criteria
The learner can:
1. define the types of statutory legislation and guidance information that applies to oil
installation and maintenance work in the industry:
 building regulations
2. identify the recommended responsibilities of key personnel relating to the installation and
maintenance of oil fired equipment:
 business registration and competence
 personnel registration and competence
 consumers – private householders and tenants
3. identify the legislative requirements related to the prevention of pollution from oil storage
and supply systems
4. analyse and interpret the requirements of specific oil safety legislation
5. define the range of information that would be contained within a commissioning record for
oil fired equipment:
 oil storage tank and supply pipework
 oil fired appliances
6. identify the procedure for notifying works carried out to the relevant building control body:
 notification to the building control body
 self certification via a competent person’s scheme.
Outcome 2 Know the types of oil storage tank, associated
fittings and installation requirements in dwellings
Assessment Criteria
The learner can:
1. state the main features of oil storage tanks used in dwellings:
 steel tanks
 polyethylene tanks
 single skin tanks
 integrally bunded tanks
2. define the purpose of oil tank fittings:
 fill pipe
 extended fill pipe
 vent pipe
 drain valve
 isolating valve
 contents gauge – sight glass, hydrostatic pressure operated, float operated, electronic
gauges with remote readout
 overfill alarms and prevention devices – electronic, mechanical
3. specify the installation requirements of oil tank fittings:
 fill pipe
 extended fill pipe:
- above ground extended fill line
- extended fill line installation in a building
- underground extended fill line
 vent pipe
 drain valve
 isolating valve
 contents gauge
 overfill alarms and prevention devices
4. define the points to be analysed when undertaking a risk assessment to determine whether
secondary containment to an oil storage tank is required:
 tank capacity
 tank proximity to controlled water sources
 tank proximity to spillage running into open drain or loose fitting inspection chamber cover
 tank proximity to borehole or spring
 tank siting on hard ground providing run-off to controlled water source
 tank vent pipe not visible from the fill point
 tank serving other than a single family dwelling
5. specify the types of secondary containment that can be provided to oil storage tanks:
 integrally bunded storage tanks
 use of bunds (catchpits)
6. specify the main features when constructing a bund to act as secondary containment to an
oil storage tank:
 bund holding capacity
 bund base
 bund walls
 bund surface sealant materials
 pipework projection through bund via puddle flange.
Outcome 3 Know the positioning requirements of oil storage
tanks in dwellings
Assessment Criteria
The learner can:
1. define the points that need to be considered when positioning the base of a storage tank for
height:
 access to maintain a connected oil filter
 vertical distance between base and oil control valve/pump in gravity feed systems
2. specify the methods of providing adequate base support to oil storage tanks:
 polyethylene tanks:
- tank sited on a concrete base; tank sited on pre-cast lintels; tank sited on paving slabs;
tank sited on platform with concrete base; tank sited on platform with lintel base;
methods of preventing tank floatation in high wind conditions
 steel tanks:
- tank sited on piers with concrete base; tank sited on piers with lintel base
3. specify the minimum fire separation distance to non-fire rated building components for external
oil storage tanks serving single family dwellings (below 45kw and 3500 litres):
 proximity to non-fire rated building or structure
 proximity to fire rated building or structure with door or window openings
 proximity to flue terminations
 proximity to non-fire rated building eaves
 proximity to non-fire rated boundary eg hedge or fence
4. define the features of fire protection barriers applied to oil storage tanks as fire protection
measures:
 fire resistance requirements of fire protection barriers
 minimum dimensions of a fire protection barrier:
- installed at the side of the tank
- installed at the rear of the tank
- installed above tank at non-fire rated eaves
5. specify the fire protection requirements to multiple oil tank installations serving single family
dwellings
6. define the features of internally sited oil storage tanks:
 fire protection chamber
 bunding requirements
 chamber ventilation requirements
 tank maintenance requirements
 filling methods:
- via chamber access door
- extended fill line
7. define the features of oil storage tanks sited underground:
 type of tank to be used
 chamber requirements
 fire protection requirements.
Outcome 4 Know the installation requirements of oil supply
pipelines in dwellings
Assessment Criteria
The learner can:
1. identify the layout features of oil supply pipeline systems
2. define the function of oil supply pipeline components:
 service/isolation valves
 oil filters
 de-aerators – internal and external
 oil lifters
 fire valves
 anti-syphon valves
3. clarify the pipework materials and jointing processes suitable for oil supply lines:
 R220 copper - manipulative (type B) flared fittings
 low carbon steel – screw thread joints using PTFE tap and petroleum resisting compound
4. specify the support and fixing requirements for oil supply pipework:
 requirements for sleeving
 external and internal surface mounted installation pipework – copper and low carbon steel
 pipework protection against corrosion – externally mounted
5. specify the installation requirements of underground oil supply lines:
 proximity to other services
 pipework protection against corrosion
 use of pipework ducts
 minimum trench depth
 trench preparation
 use of warning tape
 access to underground joints
 use of a pipe in pipe system (sleeving)
 production of records
 specify the installation requirements of oil filters
 oil filter positioning:
- storage tank
- oil fired appliances
 oil filter clearance requirements for maintenance
6. specify the installation requirements of de-aerator devices:
 types of oil fired appliance used with de-aerator devices
 external de-aerator
 internal de-aerator
7. specify the installation requirements of oil lifters:
 types of oil fired appliance used with oil lifters
 lifter positioning
8. specify the installation requirements of oil supply line components:
9. state the types of fire valves considered suitable for use in dwellings
10. clarify the positioning requirements of fire valves fitted to oil supply pipelines:
 standard external valve position to internal appliance
 internal valve position to existing internal appliance
 position for external boiler
 position for vaporising range cooker
 position for vaporising roomheater
 position for oil lifter
11. clarify the earth bonding requirements of oil supply pipework systems and components.
Outcome 5 Know the sizing requirements of oil storage and
supply systems in dwellings
Assessment Criteria
The learner can:
1. determine the recommended size of storage tank for use in dwellings
2. state the size of oil tank fitting connections:
 standard vent size
 standard fill pipe size
3. calculate the size of oil supply pipework:
 single pipe gravity system
 single pipe system with oil lifter
 single pipe suction system with de-aerator.
Outcome 6 Know how to test oil pipework for soundness
Assessment Criteria
The learner can:
1. state the soundness test procedure for new and existing oil supply pipework:
 requirement to minimise oil pollution
 visual inspection requirements
 test medium
 test equipment
 test holding times
2. state the soundness test procedure for extended fill lines:
 test medium
 test equipment
 test holding times.
procedures for oil supply systems in dwellings
Assessment Criteria
The learner can:
1. state the methods of obtaining details of oil supply system faults from users
requirements of oil supply systems
3. propose routine diagnostics on oil supply systems to identify the causes of poor or no oil supply
at appliances:
 unauthorised isolation of service/isolation valves
 presence of water in oil storage tanks
 water contamination in the oil storage tank
 incorrect oil in the storage tank
 blockage or air locks in the supply pipework:
- gravity system
- suction system
 blockage/operation of de-aerator devices
 correct operation/positioning of the appliance fire valve.
Outcome 8 Know the decommissioning requirements of oil
storage tanks
Assessment Criteria
The learner can:
1. specify the industry standards to be used when decommissioning and disposing of oil storage
tanks:
 cleaning and gas freeing of tanks
 use of hot work
 competence requirements of those disposing of tanks
2. clarify the decommissioning phases of an oil storage tank:
 removal of residual liquid
 disposal of hazardous waste residues
 isolation of the storage tank:
- disconnection from supply lines and outlet capping
- application of warning notices
- disconnection of, and warning notice to, extended fill line
 de-gassing
 cleaning
 cutting (if required) and safe disposal.
Outcome 9 Know the combustion process and the types of
burners used in oil fired appliances in dwellings
Assessment Criteria
The learner can:
1. identify the uses of heating oils to supply oil fired appliances in dwellings:
 Class C2 – kerosene
 Class D – kerosene
2. define the key properties of heating oils:
 viscosity
 density
 flashpoint temperature
 sulphur content
 ash content
 water content
 sediment content
 carbon residue
 char value
 smoke point
 cold filter plugging point
 calorific value – gross and nett
 mean specific heat capacity
 minimum storage temperature
 atomisation temperature
3. identify the combustion process with heating oils used in dwellings:
 the combustion equation
 air requirements for combustion
 main constituents of complete combustion
 main constituents of incomplete combustion:
- carbon monoxide
- soot deposits
4. identify the potential effects of carbon monoxide when incomplete combustion takes place:
 effects of exposure to carbon monoxide on the human body
 symptoms of CO poisoning
 advice to give to a person who describes symptoms of being affected by products of
combustion
5. specify the measures necessary to ensure that exposure to carbon monoxide does not take
place:
 primary measures – correct appliance installation and maintenance
 secondary measures – use of carbon monoxide detectors
 types of CO detectors available and standards of manufacture
 the positioning requirements for carbon monoxide detectors
 causes of activation of CO detectors and indicators
6. define the layout features and basic operating principles of burners to oil fired appliances:
 pressure jet burners
 vaporising burners.
Outcome 10 Know the ventilation requirements of oil fired
appliances installed in dwellings
Assessment Criteria
The learner can:
1. calculate the ventilation requirements for open flued oil fired appliances:
 adventitious air supplies
 for single open flued appliances installed in a room or space
 for multiple open flued appliances installed in the same room or space
 for appliances fitted with a flue draught stabiliser
2. state the maximum permissible extract rates for fans sited in the same space as an open
flued oil fired appliance:
 pressure jet appliance
 vaporising appliance
3. calculate the ventilation required for appliances located in compartments:
 open flued appliances
 room sealed appliances
4. identify the types of grilles and vents available for ventilation:
 types of grilles and vents
 sizing of grilles and vents (free area availability)
5. calculate the free area of unmarked grilles and vents
6. specify the acceptable locations for ventilation to appliances:
 restrictions to ventilator/grille locations
 installation of vents through walls (including cavity walls)
 ventilation paths via other rooms
 ventilation paths to compartments including ducts
 siting of ventilation:
- wall
- window
- floor/ceiling (ducted and un-ducted)
7. clarify the effect that other heat producing appliances and other types of extraction have on
the requirement for ventilation of oil fired appliances:
 gas or solid fuel appliances and flue systems
 passive stack ventilation
 extractor fans
 cooker hoods
 tumble driers.
Outcome 11 Know the standards of chimneys and flue systems
to be used with oil fired appliances in dwellings
Assessment Criteria
The learner can:
1. state how oil fired appliances are classified according to the type of chimney or flue used:
 open flued:
- natural draught
- forced (fanned) draught
 room sealed
2. identify the working principles of flue systems serving oil fired appliances:
 open flued chimneys
 room sealed - natural draught
3. state the effects that the flue gas temperature from oil fired appliances has on the selection of
suitable materials for the open flue/chimney construction:
 appliances with a flue gas temperature above 250°C
 appliances with a flue gas temperature below 250°C
4. state the types and general layout features of chimney and flue construction:
 rigid chimney types:
- brick/masonry
- pre-cast flue blocks
- metallic (single and double wall flues)
 flexible metallic liner installation
5. specify the requirements for new and existing chimney/flue installation:
 minimum cross sectional area of new chimney installations to serve appliances and types of
flue liners – during construction (salt glazed, clay etc.)
 poured/pumped concrete flue liners - pre-cast flue blocks - flexible flue liners
 restrictions on the use of poured concrete liners
 pre-cast flue design - minimum cross sectional area of new flue blocks/minimum
requirement of vertical flue blocks before off-sets/jointing material for pre-cast flue
blocks/minimum flue size diameter for connecting pre-cast transfer blocks to termination
point/effects of temperature on installation requirements for pre-cast flues
 flexible flue liners- sealing and support requirements for flexible flue liners in
chimneys/flexible liner components/termination of flue liners
6. define the design requirements of flues used with oil fired appliances:
 requirements of designer, builder, provider or installer when installing chimneys
 requirements for hearths – flue/hearth dataplate
 chimney system design:
- distance requirements when passing through combustible material
- special requirements for chimneys passing adjacent to combustible material or through
other dwellings
 temperature effects and condensation problems caused by flue pipe runs
 open flued chimney system:
- parts of an open flue chimney system
 room-sealed chimney system:
- parts of a room sealed flue chimney system
7. specify the requirements for the provision of hearths to oil fired appliances:
 appliances with base temperature below 100°C
 appliances with base temperature above 100°C
8. specify the requirements for the termination of flue systems serving oil fired appliances:
 room sealed flue positions - including the restrictions on fuel type for flue outlets
discharging below 2M from ground level
 condensing appliances
 terminal guard requirements
 open flue terminal positions
 methods of dealing with down-draught on steeply pitched roofs
9. identify the working principles of flue draught stabilisers and their uses with open flued oil fired
appliances
10. specify the requirements for installing chimney fans to open flues/chimney systems:
 requirements prior to installing fans in flues
 additional safety requirements when fans are installed in flues.
Outcome 12 Know how to test oil fired appliance flue systems in
dwellings for effective operation
Assessment Criteria
The learner can:
1. specify the key points to be checked in the visual inspection of a flue system prior to
undertaking commissioning of the oil fired appliance/flue system:
 open flue systems
 room sealed flue systems
2. state the factors that can affect flue system performance:
 downdraught conditions
 wind effects at the appliance termination
 extraction fans sited in the vicinity of open flued appliances
3. specify the testing procedures that should be performed to check the correct operation of an
existing chimney/flue system:
 flue flow test
 spillage test
 flue testing procedures with appliances sited in the vicinity of extraction fans
 testing fanned draught open-flue systems and associated safety controls
4. specify the testing procedures for room sealed fanned draught flue installations:
 checking case seals/case integrity
 checking flue pipe/air inlet connections for leakage
5. specify the combustion performance tests to be carried out with oil fired appliances:
 vaporising appliances
 oil fired appliances.
Outcome 13 Know how to identify and respond to unsafe
situations relating to oil systems and appliances in
dwellings
Assessment Criteria
The learner can:
1. clarify the types of unsafe situation that may be found with appliances and supply system
installations:
 types of immediate risk – safety and environmental:
- actions to take
- ‘Do not use’ notices and labels
- warning notice forms
 types of potential risk – safety and environmental:
- actions to take
- use of warning notices
2. identify the use of general notices and warning labels to avoid the occurrence of unsafe
situations:
 oil fired installation commissioning certificates
 oil fired service certificates
 landlords safety certificates.
Unit 308 Apply core oil firing safety within domestic
Level: 3
Credit value: 4
UAN: L/502/9391
Unit aim(s)
This performance unit is to enable learners to demonstrate occupational competence in: tank
installations, pipework systems and fittings, testing, fault diagnosis & rectification; the correct
selection and ventilation requirements along with the suitability of chimneys and flues; unsafe
situations procedures.
Learning outcomes
1. be able to identify correct and incorrect oil storage tank installations
2. be able to identify oil supply pipework systems and fittings
3. be able to install oil supply pipework and fittings
4. be able to test oil pipework for soundness
5. be able to carry out fault diagnosis and rectification procedures on oil supply systems
6. be able to select and install ventilation for oil fired appliances
7. be able to check the suitability of chimneys and flue systems
8. be able to test oil fired appliance flue systems for effective operation
9. be able to correctly respond to unsafe oil situations.

It is recommended that six hours should be allocated for this unit. This may be on a full-time or part-
time basis.


Outcome 1 Be able to identify correct and incorrect oil storage
tank installations
Assessment Criteria
The learner can:
1. carry out a risk assessment to determine the type of oil storage tank required:
 existing system with incorrect single skin tank
 new installation requiring secondary containment
2. confirm that the proposed tank installation location meets standards requirements for fire
protection:
 external tanks
 internal tanks
 underground tanks
3. confirm that the tank base construction meets standards requirements:
 polyethylene tank at ground level
 polyethylene tank on piers
 steel tank on piers
4. confirm that the tank filling and vent fittings have been correctly installed
5. confirm that the contents gauge has been fitted and is operating correctly
6. confirm that the oil and sludge connection has been correctly made:
 drain valve
 isolation valve
 oil filter.
Outcome 2 Be able to identify oil supply pipework systems and
fittings
Assessment Criteria
The learner can:
1. confirm the type of oil supply system installed in a dwelling:
 single pipe gravity system
 single pipe system with oil lifter
 single pipe suction system with de-aerator
2. confirm the name/type of oil supply line components for given installations:
 filters
 fire valves
 oil lifters
 de-aerators.
Outcome 3 Be able to install oil supply pipework and fittings
Assessment Criteria
The learner can:
1. cut and joint R220 soft copper pipework using Type B manipulative flared fittings
2. carry out a visual inspection of an oil pipework system to confirm its correct installation:
 correct installations
 incorrect installations
3. make connections from an existing oil supply line to oil supply components, siting all
components correctly:
 oil filter
 de-aerator
 fire valve.
Outcome 4 Be able to test oil pipework for soundness
Assessment Criteria
The learner can:
1. carry out a visual inspection on an oil supply line:
 confirming that it is installed to standards requirements
 confirming that it is ready to be soundness tested
2. carry out a soundness test on an oil supply line to confirm that it is leak free
3. trace leaks in defective oil supply lines and make repairs
4. fill and purge air from the oil pipework system on completion of soundness testing.
Outcome 5 Be able to carry out fault diagnosis and rectification
procedures on oil supply systems
Assessment Criteria
The learner can:
1. obtain details of the fault from the end user and from diagnostic information
2. carry out diagnostic tests to locate faults in oil supply systems and carry out repair work:
 incorrect oil type, water in the storage tanks or no oil stored in the tank
 no oil or poor oil flow:
- unauthorised isolation of supply line valves
- air lock in supply line
- blockage in oil filter
- blockage/defect in de-aerator
- defect in the fire valve.
Outcome 6 Be able to select and install ventilation for oil fired
appliances
Assessment Criteria
The learner can:
1. calculate the ventilation requirements (free area of air vent) for oil fired appliances from on-
site information:
 single open flued appliances
 single open flued appliances with draught stabilisers
 multiple open flued appliances
2. calculate the compartment ventilation requirements for oil fired appliances from on-site
information:
3. determine by measurement and calculation the free area of grilles and ventilators to supply
combustion air and compartment ventilation to oil fired appliances:
 marked ventilators and grilles
 unmarked ventilators and grilles
4. determine the suitability of grilles and vents to provide combustion air and compartment
ventilation:
 grille/vent construction
 flyscreen not fitted/correctly sized
 projection through walls including cavity walls
 fixing arrangements
5. confirm the correct positioning of grilles and ventilators to provide combustion air to open
flued oil fired appliances:
 open flued positioning
 open flued incorrect positioning
 combustion air supply to open flued appliances from adjacent rooms
6. confirm the correct positioning of grilles and ventilators to provide air for compartment
ventilation:
 open flued - correct and incorrect positioning
 room sealed - correct and incorrect positioning.
Outcome 7 Be able to check the suitability of chimneys and flue
systems
Assessment Criteria
The learner can:
1. confirm the parts of a flue system from an existing installation:
 appliance with open flue system
 appliance with room sealed flue system
2. confirm the type of open flue system installed:
 brick masonry chimneys – with/without liners
 rigid flues – metallic and non-metallic including single and double skin
3. confirm the suitability of the chimney/flue for use with an open flued oil fired appliance:
 flue chimney soundness and construction
 flue materials
 flue draught stabiliser (if fitted)
 appliance connection to flue/chimney
 flue proximity to combustible materials
 flue length and routing – internal/external
 flue jointing methods and materials
 flue supports
 flue inspection points are provided (where required)
 flue connection to termination point
 selection of correct flue terminal
4. confirm that the flue outlets (terminals) of open flued appliances are correctly positioned:
 correctly positioned terminals
 incorrectly positioned terminals
5. confirm the type of room sealed flue system that is installed
6. confirm the suitability of the flue system for use with the room sealed appliance:
 flue length, changes of direction and jointing methods conform to manufacturer
requirements
 flue connection to appliance
 flue supports
 provision of plume kit (where required)
7. confirm that the flue outlets (terminals) of room sealed appliances are correctly positioned:
 provision of flue terminal guard.
Outcome 8 Be able to test oil fired appliance flue systems for
effective operation
Assessment Criteria
The learner can:
1. carry out visual inspections of oil fired appliance flue systems to confirm their suitability prior to
testing the operation of the flue system:
 open flued – masonry lined and flue pipe system
 room sealed
2. carry out flue flow tests of open flue systems:
 correctly operating flues
 incorrectly operating flues
3. carry out spillage tests of open flued appliances:
 correctly operating appliances
 incorrectly operating appliances
4. carry out case seal integrity checks to natural draught room sealed appliances:
 correctly sealed appliances
 incorrectly sealed appliances.
Outcome 9 Be able to correctly respond to unsafe oil situations
Assessment Criteria
The learner can:
1. perform safety checks on oil supplies and appliances to check for unsafe situations:
 complete report forms – installation and service
 complete landlords safety report form
2. inspect and apply the unsafe situations procedure to oil supplies and appliances:
 immediate risks – safety and environmental
 potential risks – safety and environmental
3. label systems, appliances and components as appropriate
4. isolate appliances as appropriate.
Unit 309 Understand the principles of domestic oil
firing pressure jet appliances
Level: 3
Credit value: 7
UAN: D/502/9394
Unit aim(s)
This knowledge unit provides learning in operating principles linked to legislation covering energy
efficiency, including the disposal of condensate waste, installation requirements, fault finding,
commissioning and decommissioning requirements plus associated equipment needed to meet
manufacturer’s instructions.
Learning outcomes
1. know the types of pressure jet oil fired appliance and their operating principles
2. know the condensate disposal requirements of condensing oil fired appliances
3. know the energy efficiency legislation applicable to pressure jet oil fired appliances
4. know the factors to be considered when selecting pressure jet oil fired appliances to meet
customers’ needs
5. know the installation requirements of pressure jet oil fired appliances
6. know the fault diagnosis and rectification procedures for pressure jet oil fired appliances
7. know the range of equipment used to commission pressure jet oil fired appliances
8. know the commissioning requirements of pressure jet oil fired appliances
9. know the decommissioning requirements of pressure jet oil fired appliances.

time basis.


Outcome 1 Know the types of pressure jet oil fired appliance
and their operating principles
Assessment Criteria
The learner can:
1. clarify the operating principles of oil fired appliances that contain a pressure jet oil burner:
 traditional boilers
 condensing boilers
 system boilers
 combination boilers
 freestanding boilers
 wall mounted boilers – internal and external
 open flued boilers
 room sealed boilers – high level and low level discharge
 external independent boilers
 open flued cookers.
Outcome 2 Know the condensate disposal requirements of
condensing oil fired appliances
Assessment Criteria
The learner can:
1. identify the properties of condensate water discharged from condensing boilers
2. specify the main installation requirements of condensate pipework:
 acceptable pipework materials
 fall required
 maximum recommended length of run
 recommended pipe sizes
 trapping requirement
 insulation requirement (external pipework)
3. define the layout features of condensate waste disposal systems:
 internal connection to a main soil stack
 internal connection to an existing waste pipe
 external connection to a soakaway
 external connection to a gulley.
Outcome 3 Know the energy efficiency legislation applicable to
pressure jet oil fired appliances
Assessment Criteria
The learner can:
1. specify the types of oil fired boiler that must be installed to meet the requirements of energy
efficiency legislation:
 new properties
 replacement of boilers in existing properties
2. state the main features of the condensing boiler assessment procedure
3. specify the level of central heating controls to be provided in heating and hot water systems
incorporating oil fired boilers:
 new properties
 when carrying out replacement of existing oil fired boilers.
Outcome 4 Know the factors to be considered when selecting
pressure jet oil fired appliances to meet customers’
needs
Assessment Criteria
The learner can:
1. define the factors which affect the selection of oil fired pressure jet appliances in dwellings
2. state the criteria used when selecting oil fired pressure jet appliances:
 customers needs/preference
 provision of suitable flueing arrangements
 restrictions placed on boilers installed in certain rooms:
- bathrooms/shower rooms; bedroom/bedsitting rooms; understairs cupboards; loft
spaces; garages; externally sited appliances
 proximity of combustible materials to the appliance:
- casing temperature above 100°C; casing temperature below 100°C
 building layout and features – suitable appliance space
 suitability of heating system
 loadings placed on the oil fired appliance
 energy efficiency legislation requirements
3. define the processes used when calculating the size of replacement existing boilers using the
whole house boiler sizing method.
Outcome 5 Know the installation requirements of pressure jet
Assessment Criteria
The learner can:
1. specify the requirements of a pre-installation inspection to determine that the pressure jet
appliance 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
2. state how to position, fix and connect pressure jet 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
 position and fix the condensate disposal pipework
 make final connections to the oil supply pipework
 make final electrical connections to the central heating control system.
procedures for pressure jet oil fired appliances
Assessment Criteria
The learner can:
1. specify the periodic servicing intervals of pressure jet oil fired appliances
2. define the schedule of activities to be carried out during the periodic service of an oil fired
pressure jet appliance
requirements of pressure jet oil fired appliances
5. specify methods of safely isolating pressure jet oil fired appliances to prevent them being
6. propose routine checks and diagnostics on pressure jet oil fired appliances as part of a fault
finding process:
 cleaning system components
 checking for blockages/poor flow rate:
- heat exchanger
- fuel supply system including oil nozzle
 checking the flue system for correct operation
 checking for provision of adequate ventilation to the appliance
 checking for correct operation of pressure jet appliance burner components
7. specify methods of identifying and repairing faults in oil fired pressure jet burners:
 oil pump defects/incorrect settings
 solenoid defects
 motor/fan defects
 incorrect air shutter settings
 nozzle – defects/incorrect selection
 blast tube assembly – defects/positioning
 ignition electrodes – defects/positioning
 ignition transformer - defects
 photoresistor - defects
 control box – defects
8. define the actions to take in the event that the appliance/component fault cannot be
rectified:
 use of the unsafe situations procedure
 provision of suitable warning notices
9. specify the procedures to re-commission appliances following completion of
service/maintenance or fault repair activities.
Outcome 7 Know the range of equipment used to commission
Assessment Criteria
The learner can:
1. specify the equipment used to set the oil pump pressure and its method of use:
 pressure gauge
 vacuum gauge
2. specify the equipment used to carry out an initial test to determine the cleanliness of
combustion and its method of use:
 smoke pump (tester)
 draught gauge
3. specify the equipment used to carry out combustion analysis of an oil fired appliance and its
method of use:
 electronic test equipment
 manual/wet analysis equipment
- carbon dioxide analyser
- flue gas thermometer
4. define the maintenance and calibration requirements of test equipment used to commission
pressure jet oil fired appliances.
Outcome 8 Know the commissioning requirements of pressure
jet oil fired appliances
Assessment Criteria
The learner can:
1. interpret information sources required to complete commissioning work on pressure jet oil fired
appliances
2. state the checks to be carried out during a visual inspection of a pressure jet oil fired appliance
to confirm that it is 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
 pressure jet 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.
3. specify the range of operational tests to be carried out prior to appliance light up:
 flue flow test (where required)
4. specify the range of operational tests to be carried out on initial appliance light up:
 initial function of appliance burner
 correct operation of burner safety controls
 oil pressure readings, set and adjust the oil pump
 initial readings to determine the cleanliness of combustion and adjust accordingly – smoke
reading and flue draught
 flue operational tests – flue spillage (flue draught interference test, where required)
5. specify the range of tests to be carried out to determine the appliance combustion efficiency
and adjust/fine tune the burner accordingly
6. specify the checks to be carried out to ensure that the appliance temperature controls are
operating correctly:
 appliance control thermostat
 appliance energy cut-out device
7. specify the range of checks to be carried out to ensure that connected water heating systems
are functioning correctly:
8. define the actions to take in the event that the appliance/component cannot be correctly
commissioned:
9. propose the range of information that would be detailed on a commissioning record for an oil
fired pressure jet appliance
11. propose the points to be covered when handing over a completed installation to the end-user.
Outcome 9 Know the decommissioning requirements of
Assessment Criteria
The learner can:
1. specify working methods that reduce the periods during which pressure jet appliances are not
available to building users
2. state the information that needs to be provided to other persons before decommissioning work
takes place
3. define how to temporarily decommission pressure jet appliances
4. define the work sequences for permanently decommissioning pressure jet appliances
5. specify the procedures for safely draining and disposing of system contents:
 central heating/hot water system
 fuel supply system
6. specify the methods used during the decommissioning process to prevent the end-user from
operating the appliance or system:
 safe isolation of the fuel supply system
 safe isolation of the heating/hot water system
 safe isolation of the heating/hot water electrical control system
 temporary capping of pipework sections
 use of warning notices and signs.
Unit 310 Service and maintain domestic oil firing
Level: 3
Credit value: 3
UAN: M/502/9402
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in the servicing,
commissioning and decommissioning of appliances, and to be able to diagnose and rectify faults.
Learning outcomes
There are three learning outcomes to this unit. The learner will:
1. be able to diagnose faults and carry out rectification work on pressure jet oil fired appliances
2. be able to commission pressure jet oil fired appliances
3. be able to decommission pressure jet oil fired appliances.

part-time basis.


Outcome 1 Be able to diagnose faults and carry out
rectification work on pressure jet oil fired
appliances
Assessment Criteria
The learner can:
1. carry out a visual inspection of existing pressure jet oil fired appliances to confirm that they
are installed to manufacturer/standard’s requirements
2. isolate pressure jet oil fired appliances to prevent them being brought into operation before
3. carry out periodic servicing to oil fired pressure jet appliances in accordance with
manufacturer instructions
4. use manufacturer instructions and industry standards to establish the diagnostic
requirements of oil fired pressure jet appliances
5. carry out routine checks and diagnostics on pressure jet oil fired appliances as part of a fault
finding process:
 checking for blockages/poor flow rate
- heat exchanger
- fuel supply system including oil nozzle
 checking for correct operation of pressure jet appliance burner components
6. carry out fault identification and repair work on oil fired pressure jet burners:
 oil pump defects/incorrect settings
 solenoid defects
 motor/fan defects
 incorrect air shutter settings
 nozzle – defects/incorrect selection
 blast tube assembly – defects/positioning
 ignition electrodes – defects/positioning
 ignition transformer - defects
 photoresistor - defects
 control box – defects
7. re-commission appliances following completion of service/maintenance or fault repair
activities.
Outcome 2 Be able to commission pressure jet oil fired
appliances
Assessment Criteria
The learner can:
1. use information sources to identify the range of commissioning work required on pressure
jet oil fired appliances
2. carry out a visual inspection of pressure jet oil fired appliances and their associated supplies
to confirm that they are ready to be commissioned:
baffles
3. carry out operational tests prior to appliance light up:
4. carry out operational tests on initial appliance light up:
 flue operational tests – flue spillage (where required, flue draught interference test (where
required)
5. carry out appliance combustion efficiency tests and adjust/fine tune burner controls
accordingly
6. carry out checks to ensure that the appliance temperature controls are operating correctly:
7. carry out checks to ensure that connected water heating systems are functioning correctly:
8. complete the details contained in a commissioning record for pressure jet oil fired
appliances.
Outcome 3 Be able to decommission pressure jet oil fired
appliances
Assessment Criteria
The learner can:
1. liaise with other persons to determine the decommissioning work to be carried out
2. arrange for temporary heating to be available (if required) for the duration of decommissioning
work
3. 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
4. drain and safely dispose of the system contents:
5. take precautions to ensure that the appliance cannot be brought back into operation before the
decommissioning work is complete
6. advise other persons that the appliance has been successfully decommissioned.
Unit 311 Install, test and commission domestic oil firing
Level: 3
Credit value: 3
UAN: Y/502/9393
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in understanding
customer requirements by pre-installation inspections, and the installation, commissioning, and
decommissioning of appliances.
Learning outcomes
1. be able to select pressure jet oil fired appliances to meet customers’ needs
2. be able to install pressure jet oil fired appliances
3. be able to commission pressure jet oil fired appliances
4. be able to decommission pressure jet oil fired appliances.

part-time basis.


Outcome 1 Be able to select pressure jet oil fired appliances to
meet customers’ needs
Assessment Criteria
The learner can:
1. select suitable pressure jet appliances meeting installation/standard requirements:
 customers’ needs/preference
 suitable room/property location
 proximity of combustible materials to the appliance
2. calculate the size of pressure jet oil fired appliances required for a boiler replacement using
the whole house boiler sizing method.
Outcome 2 Be able to install pressure jet oil fired appliances
Assessment Criteria
The learner can:
1. carry out a pre-installation inspection to determine that pressure jet appliances can be
correctly installed:
 condensate disposal arrangements
2. position, fix and connect pressure jet oil fired appliances to manufacturer requirements:
 position and fix the condensate disposal pipework
 make final electrical connections to the central heating control system
3. take precautions to ensure that the appliance cannot be brought into operation before the
Outcome 3 Be able to commission pressure jet oil fired
appliances
Assessment Criteria
The learner can:
1. use information sources to identify the range of commissioning work required on pressure jet oil
fired appliances
2. carry out a visual inspection of pressure jet oil fired appliances and their associated supplies to
confirm that they are ready to be commissioned:
baffles
required)
5. carry out appliance combustion efficiency tests and adjust/fine tune burner controls accordingly
6. carry out checks to ensure that the appliance temperature controls are operating correctly:
8. complete the details contained in a commissioning record for pressure jet oil fired appliances.
Outcome 4 Be able to decommission pressure jet oil fired
appliances
Assessment Criteria
The learner can:
work
Level: 3
Credit value: 3
UAN: A/502/9404
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in understanding
customer requirements by pre-installation inspections, and the installation, commissioning, and
decommissioning of appliances.
Learning outcomes
1. be able to select vaporising oil fired appliances to meet customers’ needs
2. be able to install vaporising oil fired appliances
3. be able to commission vaporising oil fired appliances
4. be able to decommission vaporising oil fired appliances.

part-time basis.


Outcome 1 Be able to select vaporising oil fired appliances to
Assessment Criteria
The learner can:
1. select suitable vaporising appliances meeting installation/standard requirements:
2. calculate the size of vaporising appliances required for given situations.
Outcome 2 Be able to install vaporising oil fired appliances
Assessment Criteria
The learner can:
1. carry out a pre-installation inspection to determine that vaporising appliances can be
2. position, fix and connect vaporising oil fired appliances to manufacturer requirements:
Outcome 3 Be able to commission vaporising oil fired
appliances
Assessment Criteria
The learner can:
1. use information sources to identify the range of commissioning work required on vaporising oil
fired appliances
2. carry out a visual inspection of vaporising oil fired appliances and their associated supplies to
confirm that they are ready to be commissioned:
 vaporising appliance – correct positioning and assembly of components such as flue baffles
 determination of cold oil depth and/or oil flow rate
 appliance flame picture (where required)
5. carry out appliance combustion efficiency tests and adjust/fine tune burner controls accordingly
6. carry out checks to ensure that the appliance oil flow rate/temperature controls are operating
correctly
8. complete the details contained in a commissioning record for vaporising oil fired appliances.
Outcome 4 Be able to decommission vaporising oil fired
appliances
Assessment Criteria
The learner can:
work
Level: 3
Credit value: 3
UAN: F/502/9405
Unit aim(s)
Learning outcomes
1. be able to diagnose faults and carry out rectification work on vaporising oil fired appliances
2. be able to commission vaporising oil fired appliances
3. be able to decommission vaporising oil fired appliances.

part-time basis.


Outcome 1 Be able to diagnose faults and carry out
rectification work on vaporising oil fired appliances
Assessment Criteria
The learner can:
1. carry out a visual inspection of existing vaporising oil fired appliances to confirm that they
are installed to manufacturer/standards requirements
2. isolate vaporising oil fired appliances to prevent them being brought into operation before
3. carry out periodic servicing to oil fired vaporising appliances in accordance with
manufacturer instructions
requirements of oil fired vaporising appliances
5. carry out routine checks and diagnostics on vaporising oil fired appliances as part of a fault
finding process:
- heat exchanger
- fuel supply system including oil controls
 checking for correct operation of vaporising appliance burner components
6. carry out fault identification and repair work on oil fired vaporising burners:
 burner defects
 oil level control defects
 oil flow rate control defects
 flue system performance
 inadequate air supply
7. re-commission appliances following completion of service/maintenance or fault repair
activities.
Outcome 2 Be able to commission vaporising oil fired
appliances
Assessment Criteria
The learner can:
1. use information sources to identify the range of commissioning work required on vaporising
2. carry out a visual inspection of vaporising oil fired appliances and their associated supplies
to confirm that they are ready to be commissioned:
required)
5. carry out appliance combustion efficiency tests and adjust/fine tune burner controls
accordingly
6. carry out checks to ensure that the appliance oil flow rate/temperature controls are
operating correctly
8. complete the details contained in a commissioning record for vaporising oil fired appliances.
Outcome 3 Be able to decommission vaporising oil fired
appliances
Assessment Criteria
The learner can:
work
firing vaporising appliances
Level: 3
Credit value: 7
UAN: T/502/9403
Unit aim(s)
efficiency, installation requirements, fault finding, commissioning and decommissioning, plus
equipment needed to meet manufacturer’s requirements.
Learning outcomes
There are eight learning outcomes to this unit. The learner will:
1. know the types of vaporising oil fired appliance and their operating principles
2. know the energy efficiency legislation applicable to vaporising oil fired appliances
3. know the factors to be considered when selecting vaporising oil fired appliances to meet
customers needs
4. know the installation requirements of vaporising oil fired appliances
5. know the fault diagnosis and rectification procedures for vaporising oil fired appliances
6. know the range of equipment used to commission vaporising oil fired appliances
7. know the commissioning requirements of vaporising oil fired appliances
8. know the decommissioning requirements of vaporising oil fired appliances.

time basis.


Outcome 1 Know the types of vaporising oil fired appliance and
their operating principles
Assessment Criteria
The learner can:
1. identify the operating principles of vaporising oil fired appliances featuring:
 perforated sleeve burners
 natural draught pot burners
 natural draught multi stage burners
 fan pressurised pot burners
2. define the purpose of components of a biomass appliance:
 perforated sleeve burners:
- deep well; circular multi-sleeve; rectangular
 natural draught pot burners:
- manual ignition; automatic ignition
 oil level controls:
- single float type; twin float type
 flow rate controls:
- manual type; vapour pressure type thermostatic; electrical bi-metal type
3. clarify the operating principles of oil fired appliances containing vaporising appliances:
 heat storage cookers
 roomheaters (stoves).
vaporising oil fired appliances
Assessment Criteria
The learner can:
1. specify the types of vaporising oil fired appliance that must be installed to meet the
requirements of energy efficiency legislation
2. specify the level of controls to be provided in heating and hot water systems incorporating
vaporising oil fired appliances.
vaporising oil fired appliances to meet customers’
needs
Assessment Criteria
The learner can:
1. define the factors which affect the selection of oil fired vaporising appliances in dwellings
2. state the criteria used when selecting oil fired vaporising appliances:
 restrictions placed on appliances installed in certain rooms:
 suitability of heating or hot water system (where required)
 environmental impact.
Outcome 4 Know the installation requirements of vaporising oil
fired appliances
Assessment Criteria
The learner can:
1. specify the requirements of a pre-installation inspection to determine that the vaporising
2. state how to position, fix and connect vaporising oil fired appliances to manufacturer
requirements:
procedures for vaporising oil fired appliances
Assessment Criteria
The learner can:
1. specify the periodic servicing intervals of vaporising oil fired appliances
2. define the schedule of activities to be carried out during the periodic service of a vaporising
oil fired appliance:
 perforated sleeve burners
 natural draught pot burners
requirements of vaporising oil fired appliances
5. specify methods of safely isolating vaporising oil fired appliances to prevent them being
6. propose routine checks and diagnostics on vaporising oil fired appliances as part of a fault
finding process:
- heat exchanger
- fuel supply system including oil controls
 checking for correct operation of vaporising appliance burner components
7. specify methods of identifying and repairing faults in vaporising appliances:
 burner defects
 oil level control defects
 oil flow rate control defects
 flue system performance
rectified:
Assessment Criteria
The learner can:
1. specify the equipment used to set the cold oil depth/oil flow rate:
 pressure gauge
 vacuum gauge
2. specify the equipment used to carry out an initial test to determine the cleanliness of
combustion and its method of use:
 smoke pump (tester)
 draught gauge
3. specify the equipment used to carry out combustion analysis of an oil fired appliance and its
method of use:
 manual/wet analysis equipment:
- carbon dioxide analyser
- flue gas thermometer
vaporising oil fired appliances.
Outcome 7 Know the commissioning requirements of
Assessment Criteria
The learner can:
1. interpret information sources required to complete commissioning work on vaporising oil fired
appliances
2. state the checks to be carried out during a visual inspection of a vaporising oil fired appliance to
confirm that it is ready to be commissioned:
required)
and adjust/fine tune the burner accordingly
6. specify the checks to be carried out to ensure that the appliance oil flow rate/temperature
controls are operating correctly
commissioned:
vaporising oil fired appliance
Assessment Criteria
The learner can:
1. specify working methods that reduce the periods during which vaporising appliances are not
takes place
3. define how to temporarily decommission vaporising appliances
4. define the work sequences for permanently decommissioning vaporising appliances
Unit 315 Understand core solid fuel safety principles
Level: 3
Credit value: 12
UAN: J/502/9406
Unit aims
This knowledge unit provides learning in legislation and operating principles. The learner will know
the combustion process, ventilation, flue systems and testing, and standards of chimneys. The
learner will know how to identify and respond to unsafe situations, understand diagnostic methods
used to identify problems in flue/chimney performance, and understand the requirements for
hearths and surrounds.
Learning outcomes
1. know the solid fuel legislation that applies to work in dwellings
2. know the types of solid fuels and the factors affecting fuel selection
3. know the basic operating principles of solid fuel appliances
4. know the factors which affect the selection of solid fuel appliances
5. know the combustion process and the principles of safe combustion of solid fuels
6. know the ventilation requirements of solid fuel appliances installed in dwellings
7. know the standards of chimneys and flue systems to be used with solid fuel appliances in
dwellings
8. know the methods of diagnosing problems with flue/chimney performance
9. know the requirements for hearths and fireplace surrounds to solid fuel appliances
10. know how to test solid fuel appliances and associated flue systems in dwellings for effective
operation
11. know how to identify and respond to unsafe situations relating to solid fuel flue systems and
appliances in dwellings.

part-time basis.


Outcome 1 Know the solid fuel legislation that applies to work
in dwellings
Assessment Criteria
The learner can:
1. define the types of statutory legislation and guidance information that applies to solid fuel
 building regulations
2. identify the recommended responsibilities of key personnel relating to the installation and
maintenance of solid fuel equipment:
3. identify the legislative requirements related to clean air (smoke control areas) in the UK
4. analyse and interpret the requirements of specific solid fuel safety legislation
5. define the range of information that would be contained within a commissioning record for
solid fuel equipment
6. identify the procedure for notifying works carried out to the relevant building control body:
 notification to the building control body
 self certification via a competent persons scheme.
Outcome 2 Know the types of solid fuels and the factors
affecting fuel selection
Assessment Criteria
The learner can:
1. clarify the types of solid mineral fuels burnt in solid fuel appliances:
 bituminous (house) coals
 bituminous coal briquettes
 natural smokeless fuels
 manufactured smokeless fuels
2. clarify the types of wood burnt in solid fuel appliances:
 wood logs
 wood chips
 wood briquettes
 wood pellets
3. define the term ‘sustainable sources’ related to the production and burning of wood in solid
fuel appliances
4. define the factors which affect the selection of solid fuels:
 customer preference
 appliance type
 fuel storage requirements
 smoke control legislation.
Outcome 3 Know the basic operating principles of solid fuel
appliances
Assessment Criteria
The learner can:
1. state the operating principles of solid fuel open fires:
 inset (dry)
 freestanding (dry)
 convector (dry)
 with underfloor air supply
 with small hot water only boiler
 with high output back boiler
2. state the operating principles of solid fuel room heaters (stoves):
 inset (dry)
 freestanding (dry)
 with integral boiler
 automatic feed type e.g. pellet burners
3. state the operating principles of solid fuel cookers:
 cooking only
 cooking with small hot water boiler
 cooking with high output boiler
4. state the operating principles of solid fuel independent boilers:
 batch fed appliances (log boilers)
 gravity fed appliances
 automatic feed type, e.g. pellet burners.
Outcome 4 Know the factors which affect the selection of solid
fuel appliances
Assessment Criteria
The learner can:
1. specify the minimum solid fuel appliance efficiency requirements laid down by statutory
legislation
2. clarify the impact of smoke control legislation on the selection of solid fuel appliances:
 appliance fuel types restricted in smoke control areas
 use of exempted appliances
3. specify the fuel storage requirements of solid fuel appliances burning solid mineral fuels
4. specify the fuel storage requirements of solid fuel appliances burning wood:
 seasoning requirements for wood logs:
- soft woods
- hard woods
 storage requirements for wood logs during the seasoning process
 storage requirements for wood ready for burning:
- wood logs
- wood chips
- wood briquettes
- wood pellets.
Outcome 5 Know the combustion process and the principles of
safe combustion of solid fuels
Assessment Criteria
The learner can:
1. define the terms related to solid fuel composition:
 calorific value
 moisture content
 volatile content
2. identify the combustion process with solid fuels used in dwellings:
 air requirements for combustion including excess air
 optimum combustion temperature
 impact of fuel size on the combustion process
 soot production as a by-product of the combustion process
3. specify the main causes of incomplete combustion with solid fuels:
 incorrect fuel
 inadequate flue/chimney performance
4. identify the production of carbon monoxide as a possible by-product of incomplete
combustion
combustion
place:
7. clarify the use of CO analysers in measuring CO concentrations in ambient air:
 test procedure for measuring CO in ambient air
 response required based on CO in ambient air levels (action levels).
Outcome 6 Know the ventilation requirements of solid fuel
Assessment Criteria
The learner can:
1. calculate the ventilation requirements for open flued solid fuel appliances:
 for single open flued appliances installed in a room or space
 for multiple open flued appliances installed in the same room or space including mixed solid
fuel and gas or oil fired appliances
2. identify the types of grilles and vents available for ventilation
 restrictions on the use of flyscreens
- wall
- window
5. clarify the effect that other heat producing appliances and extractor fans have on the
requirement for ventilation of solid fuel appliances:
 gas or solid fuel appliances and flue systems
 extractor fans
 cooker hoods
 tumble driers.
to be used with solid fuel appliances in dwellings
Assessment Criteria
The learner can:
1. state the function of an open flue/chimney system:
 clearing the products of combustion
 inducing combustion air into the solid fuel appliance
2. identify the working principles of open flue systems including the effect that height has on flue
performance
- brick/masonry
 flexible metallic liner installation – types and suitability
4 a) specify the requirements for new and existing chimney/flue installation:
 minimum cross sectional area of new chimney installations to serve appliances
 insulation requirements for flues/chimneys
 restrictions placed on (bends) changes of direction in the chimney/flue system
 types of flue liners – during construction (salt glazed, clay etc):
- poured/pumped concrete flue liners; pre-cast flue blocks; flexible flue liners; flue system
jointing methods
 pre-cast flue design:
- minimum cross sectional area of new flue blocks; minimum requirement of vertical flue
blocks before off-sets; jointing material for pre-cast flue blocks; minimum flue size
diameter for connecting pre-cast transfer blocks to termination point; effects of
temperature on installation requirements for pre-cast flues
4 b) specify the requirements for new and existing chimney/flue installation:
 flexible flue liners:
- sealing and support requirements for flexible flue liners in chimneys
- flexible liner components
- termination of flue liners
 metallic rigid flue/chimney systems:
- support requirements
- jointing methods
- use external to the building
5 a) define the design requirements of flues used with solid fuel appliances:
 requirements of designer, builder, provider or installer when installing chimneys
- distance requirements when passing through combustible material; fire-stopping
requirements when passing through compartments; methods of preventing contact of
combustible materials with metallic internal flue pipes e.g. in cupboards, roofspaces;
special requirements for chimneys passing adjacent to combustible material or through
other dwellings; proximity of single skin flue pipes to combustible materials
5 b) define the design requirements of flues used with solid fuel appliances:
 requirements for access to appliances and chimneys/flue systems for cleaning purposes
6. specify the requirements for the termination of flue systems serving solid fuel appliances:
 low level open flue appliance termination (pellet burners)
 open flue terminal positions on roof surfaces
 open flue terminal positions on easily ignited roof surfaces
 methods of dealing with down-draught on steeply pitched roofs
 types of chimney pots and approved cowls for use with solid fuel flue systems
7. specify the methods of making correct appliance connection to the flue system:
 forming chimney gathers – open fires
 throats to open fires
 use, positioning and sizing of canopies to open fires
 flue connection to freestanding appliances (open fire, cooker, roomheater and boiler)
 freestanding appliance (open fire, cooker, roomheater and boiler) connection to rigid
metallic flue pipe systems
 inset room heater connection to flue systems
8. identify the working principles of flue draught stabilisers and their uses with solid fuel
appliances
 requirements prior to installing fans in flues
 additional safety requirements when fans are installed in flues.
Outcome 8 Know the methods of diagnosing problems with
flue/chimney performance
Assessment Criteria
The learner can:
1. specify the range of faults and their potential solution associated with flues/chimneys sited in
high pressure zones
2. specify the range of faults and their potential solution associated with insufficient flue draught
3. specify the range of faults and their potential solution associated with no, or limited chimney
updraught
4. specify the range of faults and their potential solution associated with chimney down-
draughting.
Outcome 9 Know the requirements for hearths and fireplace
surrounds to solid fuel appliances
Assessment Criteria
The learner can:
1. specify the requirements for the provision of hearths to solid fuel appliances:
 appliances with base temperature below 100°C
 appliances with base temperature above 100°C
2. clarify the constructional features of hearths to solid fuel appliances (base temperatures
above 100°C):
 constructional hearth dimensions
 superimposed hearth dimensions
 proximity of appliances on hearths to combustible materials
3. specify the methods of forming recessed fireplace openings
4. specify the methods of installing fireplace surrounds including the suitability of surround
material
5. identify the requirements for the provision of a flue/appliance hearth dataplate.
Outcome 10 Know how to test solid fuel appliances and
associated flue systems in dwellings for effective
operation
Assessment Criteria
The learner can:
1. identify the requirements for sweeping an existing flue system prior to new solid fuel
appliance installation
undertaking commissioning of the solid fuel appliance/flue system
3. specify the circumstances in which CCTV inspection of a flue system may be required
 extractor fans sited in the vicinity of open flued appliances
5. specify the testing procedures that should be performed to check the correct operation of
an existing chimney/flue system:
 coring ball test
 smoke test
6. specify the testing procedures applied to solid fuel appliances:
 flue flow test
 appliance air leakage test (closed appliances)
 appliance spillage test (open appliances)
 taking flue draught readings and adjustment of appliance air control devices
7. specify the procedures for using combustion analysis equipment to commission selected
solid fuel appliances.
Outcome 11 Know how to identify and respond to unsafe
situations relating to solid fuel flue systems and
appliances in dwellings
Assessment Criteria
The learner can:
1. clarify the types of unsafe situation that may be found with solid fuel appliances and flue
systems:
 types of risk:
- actions to take
- ‘Do Not Use’ notices and labels
- warning notice forms
situations:
 solid fuel commissioning certificates
 solid fuel service certificates.
Unit 316 Apply core solid fuel safety within domestic
Level: 3
Credit value: 4
UAN: L/502/9407
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in the
identification of solid flues and their uses. Select and install ventilation, check suitability of flue
systems and test for effective operation. Be able to diagnose and rectify faults correctly respond to
unsafe situations.
Learning outcomes
There are seven learning outcomes to this unit. The learner will:
1. be able to correctly identify solid fuels and their uses
2. be able to correctly state the type of solid fuel appliance and determine minimum operating
efficiencies
3. be able to select and install ventilation for solid fuel appliances
4. be able to check the suitability of chimneys, hearths and flue systems
5. be able to test solid fuel appliance flue systems for effective operation
6. be able to diagnose faults in open flue systems and identify rectifying actions
7. be able to correctly respond to unsafe solid fuel situations.

It is recommended that six hours should be allocated for this unit. This may be on a full-time or part-
time basis.


Outcome 1 Be able to correctly identify solid fuels and their
uses
Assessment Criteria
The learner can:
1. confirm the type of solid mineral fuel supplied and identify the suitability of the fuel to be
burnt in selected appliances:
 bituminous (house) coals
 bituminous coal briquettes
 natural smokeless fuels
 manufactured smokeless fuels
2. confirm the type of wood supplied and identify the suitability of the fuel to be burnt in
selected appliances:
 wood logs
 wood chips
 wood briquettes
 wood pellets.
Outcome 2 Be able to correctly state the type of solid fuel
appliance and determine minimum operating
efficiencies
Assessment Criteria
The learner can:
1. name the type of solid fuel appliance to be installed
2. determine the minimum appliance efficiency for stated appliances and confirm their
compliance with statutory regulation requirements.
Outcome 3 Be able to select and install ventilation for solid fuel
appliances
Assessment Criteria
The learner can:
1. calculate the ventilation requirements (free area of air vent) for solid fuel appliances from on-site
information:
 single open flued appliances
 multiple open flued appliances
2. determine by measurement and calculation the free area of grilles and ventilators to supply
combustion air to solid fuel appliances:
 marked ventilators and grilles
 unmarked ventilators and grilles
3. determine the suitability of grilles and vents to provide combustion air and compartment
ventilation:
 grille/vent construction
 flyscreen not fitted/correctly sized
 projection through walls including cavity walls
 fixing arrangements
4. confirm the correct positioning of grilles and ventilators to provide combustion air to open flued
solid fuel appliances:
 open flued - correct positioning
 open flued - incorrect positioning
 combustion air supply to open flued appliances from adjacent rooms.
Outcome 4 Be able to check the suitability of chimneys, hearths
and flue systems
Assessment Criteria
The learner can:
1. confirm the parts of a flue system from an existing installation
2. confirm the type of open flue system installed:
 brick masonry chimneys – with/without liners
 rigid flues – including single and double skin
3. confirm the suitability of the chimney/flue for use with an open flued solid fuel appliance:
 flue chimney soundness and construction
 flue materials
 flue draught stabiliser (if fitted)
 appliance connection to flue/chimney
 flue length and routing – internal/external
 flue jointing methods and materials
 flue supports
 selection of correct chimney pot/approved cowl
4. confirm that the flue outlets (terminals) of open flued appliances are correctly positioned:
5. confirm the suitability of hearth provided for use with solid fuel appliances.
Outcome 5 Be able to test solid fuel appliance flue systems for
effective operation
Assessment Criteria
The learner can:
1. carry out visual inspections of open flued (masonry lined and rigid metallic) flue systems to
confirm their suitability prior to testing the operation of the flue system
2. carry out testing procedures to open flue systems:
 coring ball test
 smoke test
3. carry out flue flow tests of appliances/open flue systems:
 correctly operating flues
 incorrectly operating flues
4. carry out spillage tests of open flued appliances:
 correctly operating appliances
 incorrectly operating appliances
5. carry out appliance air leakage tests to open flued appliances.
Outcome 6 Be able to diagnose faults in open flue systems and
identify rectifying actions
Assessment Criteria
The learner can:
1. diagnose faults in solid fuel open flued systems:
 flues/chimneys sited in high pressure zones
 insufficient flue draught
 no, or limited updraught
 downdraughting
2. present solutions to overcome faults in open flue systems.
Outcome 7 Be able to correctly respond to unsafe solid fuel
situations
Assessment Criteria
The learner can:
1. perform safety checks on solid fuel appliances and flue systems to check for unsafe situations:
 complete report forms – installation and service
2. inspect and apply unsafe situations procedures to solid fuel appliances and flue systems
3. label systems, appliances and components as appropriate
4. isolate appliances as appropriate.
Unit 317 Service and maintain domestic solid mineral
Level: 3
Credit value: 3
UAN: L/502/9410
Unit aim(s)
Learning outcomes
1. be able to service and maintain solid mineral fuel appliances
2. be able to diagnose faults in solid mineral fuel appliances
3. be able to rectify faults in solid mineral fuel appliances.

part-time basis.


Outcome 1 Be able to service and maintain solid mineral fuel
appliances
Assessment Criteria
The learner can:
1. obtain the relevant information required to enable the work to take place
2. safely isolate solid mineral fuel appliances in order to undertake periodic service and
maintenance work
3. carry out a periodic service of a solid mineral fuel installation to include checks in relation to:
 visual inspection of the installation for compliance with regulation requirements
 cleaning of components
 checking of system water content
 functional tests on system components
4. complete maintenance records relating to solid mineral fuel appliances.
Outcome 2 Be able to diagnose faults in solid mineral fuel
appliances
Assessment Criteria
The learner can:
1. use information sources as part of the fault diagnosis procedure
2. carry out fault finding procedures to identify the cause of faults with solid mineral fuel
appliances:
 checking for blockages:
- heat exchanger
 checking for correct operation of appliance components – thermostats, fans etc.
Outcome 3 Be able to rectify faults in solid mineral fuel
appliances
Assessment Criteria
The learner can:
1. carry out fault rectification work on solid mineral fuel appliances:
- heat exchanger
 checking for correct operation of appliance components – thermostats, fans etc.
2. re-commission appliances following completion of fault repair activities
3. complete maintenance report forms following rectification work.
Unit 318 Understand the principles of domestic solid
mineral fuel burning appliances
Level: 3
Credit value: 7
UAN: R/502/9408
Unit aim(s)
efficiency, installation requirements, fault finding, commissioning and decommissioning. Know the
range of equipment needed to meet manufactures requirements.
Learning outcomes
1. know the types of solid mineral fuel appliance and their operating principles
2. know the energy efficiency legislation applicable to solid mineral fuel appliances
3. know the factors to be considered when selecting solid mineral fuel appliances to meet
customers’ needs
4. know the installation requirements of solid mineral fuel appliances
5. know the fault diagnosis and rectification procedures for solid mineral fuel appliances
6. know the range of equipment used to commission solid mineral fuel appliances
7. know the commissioning requirements of solid mineral fuel appliances
8. know the decommissioning requirements of solid mineral fuel appliances.

time basis.


Outcome 1 Know the types of solid mineral fuel appliance and
their operating principles
Assessment Criteria
The learner can:
1. identify the operating principles of solid mineral fuel appliances:
 batch fed open fires – with/without boilers
 batch fed room heaters – with/without boilers
 batch fed cookers – with/without boilers
 semi automatic independent boilers
2. define the purpose of components of solid mineral fuel appliances:
 open fires:
- chairbrick/boiler, connection to the flue system, firefront parts, damper mechanism
(where fitted), underfloor air mechanism
 roomheaters:
- combustion chamber, firebed, connection to the flue system, ash removal, appliance
door seals, air supply control
 cookers:
- combustion chamber, firebed, connection to the flue system, ash removal, appliance
door seals, air supply control
 independent boilers:
- combustion, firebed, fuel storage, connection to the flue system, ash removal system,
appliance seals, blocked flue cut-off, thermostatic control, air supply fan, primary air
supply
3. clarify the operating principles of biomass appliances:
 open fires with/without boilers
 roomheaters with/without boilers
 cookers with/without boilers
 independent boilers.
solid mineral fuel appliances
Assessment Criteria
The learner can:
1. specify the types of solid mineral appliance that must be installed to meet the requirements
of energy efficiency legislation:
 new properties
2. state the limitation on the installation of solid mineral fuel appliances laid down by the Clean
Air Act
incorporating solid mineral fuel appliances:
 new properties
 when carrying out replacement of existing fossil fuel burning appliances.
solid mineral fuel appliances to meet customers’
needs
Assessment Criteria
The learner can:
1. define the factors which affect the selection of solid mineral fuel appliances in dwellings
2. state the criteria used when selecting solid mineral fuel appliances:
 restrictions placed on boilers installed in certain rooms:
- bathrooms/shower rooms
- bedroom/bedsitting rooms
- understairs cupboards
- loft spaces
- garages
- externally sited appliances
 building layout and features – suitable appliance space and fuel storage
 loadings placed on the solid mineral fuel appliance
Outcome 4 Know the installation requirements of solid mineral
fuel appliances
Assessment Criteria
The learner can:
1. specify the requirements of a pre-installation inspection to determine that the solid mineral fuel
2. state how to position, fix and connect solid mineral fuel appliances to manufacturer
requirements:
 make connections to, or assemble the appliance flue system/connection
 make/assemble the appliance fuel storage arrangements
procedures for solid mineral fuel appliances
Assessment Criteria
The learner can:
1. specify the periodic servicing intervals of solid mineral fuel appliances
2. define the schedule of activities to be carried out during the periodic service of a solid
mineral fuel appliance:
 open fire
 roomheater
 cooker
 independent boiler
requirements of solid mineral fuel appliances
5. specify methods of safely isolating solid mineral fuel appliances to prevent them being
6. propose routine checks and diagnostics on solid mineral fuel appliances as part of a fault
finding process:
- heat exchanger
 checking for correct operation of appliance components – thermostats, fans etc
7. specify methods of identifying and repairing faults in solid mineral fuel appliances:
 defective firebars
 defective thermostatic controls
 flue performance problems
 inadequate appliance ventilation
 defective fans/combustion controls
 defective door seals
rectified:
solid mineral fuel appliances
Assessment Criteria
The learner can:
1. specify the equipment used to determine flue draught readings
 draught gauge
biomass appliances.
Outcome 7 Know the commissioning requirements of solid
Assessment Criteria
The learner can:
1. interpret information sources required to complete commissioning work on solid mineral fuel
appliances
2. state the checks to be carried out during a visual inspection of a solid mineral fuel appliance to
 fuel storage provision – correctly assembled, sited and correct fuel supplied
provision of flue draught stabiliser (where required)
 solid mineral fuel appliance – correct positioning and assembly of components such as flue
mechanisms, ash cleaning mechanism etc.
 initial lighting of the appliance
 appliance air leakage test
 initial readings to determine the flue draught
and adjust/fine tune the burning rate accordingly
operating correctly
commissioned:
9. propose the range of information that would be detailed on a commissioning record for a solid
mineral fuel appliance
Outcome 8 Know the decommissioning requirements of solid
Assessment Criteria
The learner can:
1. specify working methods that reduce the periods during which biomass appliances are not
takes place
3. define how to temporarily decommission solid mineral fuel appliances
4. define the work sequences for permanently decommissioning solid mineral fuel appliances
 fuel and ash system
Unit 319 Install, test and commission domestic solid
Level: 3
Credit value: 3
UAN: Y/502/9409
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in customer
requirements by pre-installation inspections, the installation, commissioning and decommissioning
of appliances.
Learning outcomes
1. be able to select solid mineral fuel appliances to meet customers’ needs
2. be able to install solid mineral fuel appliances
3. be able to commission solid mineral fuel appliances
4. be able to decommission solid mineral fuel appliances.

part-time basis.


Outcome 1 Be able to select solid mineral fuel appliances to
Assessment Criteria
The learner can:
1. select suitable solid mineral fuel appliances meeting installation/standard requirements:
 loadings placed on the solid mineral fuel appliance
2. calculate the size of solid mineral fuel appliance required for a boiler replacement using the
Outcome 2 Be able to install solid mineral fuel appliances
Assessment Criteria
The learner can:
1. carry out a pre-installation inspection to determine that solid mineral fuel appliances can be
2. position, fix and connect solid mineral fuel appliances to manufacturer requirements:
 make connections to, or assemble the appliance flue system/connection
Outcome 3 Be able to commission solid mineral fuel appliances
Assessment Criteria
The learner can:
1. use information sources to identify the range of commissioning work required on solid mineral
fuel appliances
2. carry out a visual inspection of solid mineral fuel appliances to confirm that they are ready to be
commissioned:
 fuel supply system – correctly assembled, sited and correct fuel supplied
 solid mineral fuel appliance – correct positioning and assembly of components such as flue
mechanism, ash cleaning mechanism etc.
 initial lighting of the appliance
 appliance air leakage test
required)
5. carry out appliance combustion efficiency tests and adjust/fine tune controls accordingly
6. carry out checks to ensure that the appliance temperature controls are operating correctly
8. complete the details contained in a commissioning record for solid mineral fuel appliances.
Outcome 4 Be able to decommission solid mineral fuel
appliances
Assessment Criteria
The learner can:
work
 turn off the electricity supply and make safe
Unit 320 Service and maintain domestic biomass fuel
burning appliances
Level: 3
Credit value: 2
UAN: H/502/9414
Unit aim(s)
commissioning and decommissioning of appliances. To be able to diagnose and rectify faults.
Learning outcomes
1. be able to service and maintain biomass appliances
2. be able to diagnose faults in biomass appliances
3. be able to rectify faults in biomass appliances.

It is recommended that three hours should be allocated for this unit. This may be on a full-time or
part-time basis.


burning appliances
Outcome 1 Be able to service and maintain biomass appliances
Assessment Criteria
The learner can:
1. obtain the relevant information required to enable the work to take place
2. safely isolate biomass appliances in order to undertake periodic service and maintenance
work
3. carry out a periodic service of a biomass installation to include checks in relation to:
 visual inspection of the installation for compliance with regulation requirements
 functional tests on system components
4. complete maintenance records relating to biomass appliances.
burning appliances
Outcome 2 Be able to diagnose faults in biomass appliances
Assessment Criteria
The learner can:
1. use information sources as part of the fault diagnosis procedure
2. carry out fault finding procedures to identify the cause of faults with biomass appliances:
 defects in flue performance
 defective fuel supply system
 failure in the heat exchanger/flue cleaning system
 failure of the ignition system
 sensor/microprocessor faults
 inadequate flow rate through the appliance.
burning appliances
Outcome 3 Be able to rectify faults in biomass appliances
Assessment Criteria
The learner can:
1. carry out fault rectification work on biomass appliances:
 inadequate flow rate through the appliance
2. re-commission appliances following completion of fault repair activities
3. complete maintenance report forms following rectification work.
Unit 321 Install, test and commission domestic biomass
Level: 3
Credit value: 3
UAN: K/502/9415
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in customer
requirements by selecting suitable biomass appliances meeting installation, commissioning and
decommissioning standard requirements.
Learning outcomes
1. be able to select biomass appliances to meet customers’ needs
2. be able to install biomass appliances
3. be able to commission biomass appliances
4. be able to decommission biomass appliances.

part-time basis.


Outcome 1 Be able to select biomass appliances to meet
customers’ needs
Assessment Criteria
The learner can:
1. select suitable biomass appliances meeting installation/standard requirements:
 loadings placed on the biomass appliance
2. calculate the size of biomass appliance required for a boiler replacement using the whole
house boiler sizing method.
Outcome 2 Be able to install biomass appliances
Assessment Criteria
The learner can:
1. carry out a pre-installation inspection to determine that biomass appliances can be correctly
installed:
2. position, fix and connect biomass appliances to manufacturer requirements:
 make/assemble the appliance fuel storage arrangements
 assemble the fuel delivery system
Outcome 3 Be able to commission biomass appliances
Assessment Criteria
The learner can:
1. use information sources to identify the range of commissioning work required on biomass
appliances
2. carry out a visual inspection of biomass appliances to confirm that they are ready to be
commissioned:
 fuel supply system – correctly assembled and ready for operation
 biomass appliance – correct positioning and assembly of components such as flue
mechanism, temperature sensors etc.
 appliance ignition and cleaning mechanisms
required)
5. carry out appliance combustion efficiency tests and adjust/fine tune controls accordingly
6. carry out checks to ensure that the appliance temperature controls are operating correctly
8. complete the details contained in a commissioning record for biomass appliances.
Outcome 4 Be able to decommission biomass appliances
Assessment Criteria
The learner can:
work
 turn off the electricity supply and make safe
Unit 322 Understand the installation and
commissioning principles of biomass fuel
burning appliances
Level: 3
Credit value: 7
UAN: R/502/9411
Unit aim(s)
efficiency, installation requirements, fault finding, commissioning and decommissioning. Plus
equipment needed to meet manufactures requirements.
Learning outcomes
1. know the types of biomass appliance and their operating principles
2. know the energy efficiency legislation applicable to biomass appliances
3. know the factors to be considered when selecting biomass appliances to meet customers’
needs
4. know the installation requirements of biomass appliances
5. know the range of equipment used to commission biomass appliances
6. know the commissioning requirements of biomass appliances
7. know the decommissioning requirements of biomass appliances.

time basis.



 Domestic Building Services Compliance Guide 2010 edition
burning appliances
Outcome 1 Know the types of biomass appliance and their
operating principles
Assessment Criteria
The learner can:
1. identify the operating principles of a biomass appliance:
 log burner – batch type appliance
 wood pellet burner – fully automatic
2. define the purpose of components of a biomass appliance:
 log burner:
- fuel store; heat exchanger; heat exchanger cleaning mechanism; ash removal; fire
bed/combustion chambers; primary/secondary air control; air supply (suction) fan; flue
gas exhaust control; flue gas temperature sensor; lambda sensor; combustion
controller (PCB)
 wood pellet burner:
- fuel store; fuel supply system – suction and drive feed systems; heat exchanger; heat
exchanger cleaning mechanism; automatic ignition system; automatic heat
exchanger/flue cleaning mechanism; automatic ash removal system; combustion air fan;
flue gas temperature sensor; lambda sensor; combustion controller (PCB)
3. clarify the operating principles of biomass appliances:
 automatic wood pellet burning stoves
 automatic wood pellet burning boilers
 batch fed wood log burning stoves
 batch fed wood log burning boilers.
burning appliances
biomass appliances
Assessment Criteria
The learner can:
1. specify the types of biomass appliance that must be installed to meet the requirements of
energy efficiency legislation:
 new properties
2. state the limitation on the installation of biomass appliances laid down by the Clean Air Act
incorporating biomass appliances:
 new properties
 when carrying out replacement of existing fossil fuel burning appliances.
burning appliances
biomass appliances to meet customers’ needs
Assessment Criteria
The learner can:
1. define the factors which affect the selection of biomass appliances in dwellings
2. state the criteria used when selecting biomass appliances:
 restrictions placed on boilers installed in certain rooms
 suitability of heating system:
- use of underfloor heating systems: use of buffer tanks (accumulators)
 loadings placed on the biomass appliance
burning appliances
Outcome 4 Know the installation requirements of biomass
appliances
Assessment Criteria
The learner can:
1. specify the requirements of a pre-installation inspection to determine that the biomass
2. state how to position, fix and connect biomass appliances to manufacturer requirements:
 make/assemble the appliance fuel storage storage arrangements
 assemble the fuel delivery system
burning appliances
biomass appliances
Assessment Criteria
The learner can:
1. specify the equipment used to determine flue draught readings:
 draught gauge
2. specify the equipment used to carry out combustion analysis of a biomass appliance and its
method of use:
biomass appliances.
burning appliances
Outcome 6 Know the commissioning requirements of biomass
appliances
Assessment Criteria
The learner can:
1. interpret information sources required to complete commissioning work on biomass
appliances
2. state the checks to be carried out during a visual inspection of a biomass appliance to
 fuel storage provision – correctly assembled, sited and correct fuel supplied
 fuel supply system – correctly assembled and ready for operation
3. state the checks to be carried out during a visual inspection of a biomass appliance to
 biomass appliance – correct positioning and assembly of components such as flue
mechanisms, temperature sensors etc.
 appliance ignition and cleaning mechanisms
6. specify the range of tests to be carried out to determine the appliance combustion
efficiency and adjust/fine tune the burning rate accordingly
operating correctly
8. specify the range of checks to be carried out to ensure that connected water heating
systems are functioning correctly:
commissioned:
biomass appliance
12. propose the points to be covered when handing over a completed installation to the end-
user.
burning appliances
biomass appliances
Assessment Criteria
The learner can:
1. specify working methods that reduce the periods during which biomass appliances are not
takes place
3. define how to temporarily decommission biomass appliances
4. define the work sequences for permanently decommissioning biomass appliances
 fuel and ash system
Unit 323 Understand the service and maintenance
Level: 3
Credit value: 3
UAN: Y/502/9412
Unit aim(s)
This knowledge unit provides learning in service and maintenance requirements. Fault diagnostics
in flue, fuel, heat source and electrics. Define the work action and sequences required to rectify
those faults.
Learning outcomes
1. know the requirements for the routine service of biomass appliances
2. know the how to diagnose faults in biomass appliances
3. know how to rectify faults in biomass appliances.

time basis.


Outcome 1 Know the requirements for the routine service of
biomass appliances
Assessment Criteria
The learner can:
1. define which documentation needs to be available to enable routine service and
maintenance work on biomass appliances
2. specify methods of safely isolating biomass appliances to prevent them being brought into
operation before the work has been fully completed
3. clarify the typical routine service and maintenance requirements for biomass appliances (log
and pellet burners):
 functional tests
4. clarify the industry requirements for the recording and reporting of routine service and
maintenance work on biomass appliances.
Outcome 2 Know how to diagnose faults in biomass appliances
Assessment Criteria
The learner can:
1. specify the information that needs to be available to enable fault diagnosis
2. define the work action and sequences required to diagnose biomass appliance faults:
rectified:
 provision of suitable warning notices.
Outcome 3 Know how to rectify faults in biomass appliances
Assessment Criteria
The learner can:
1. define the work action and sequences required to rectify biomass appliance faults:
2. specify the procedures to re-commission appliances following completion of fault repair
activities
3. specify the information that needs to be recorded on a maintenance report form following
rectification work.
Unit 324 Understand the fundamental principles and
systems
Level: 3
Credit value: 2
UAN: K/602/3138
Unit aim(s)
This knowledge unit provides learning in the fundamental working principles along with regulatory
requirement relating to renewable energy. Be able to distinguish the potential type of building
features that will meet the requirements to install renewable energy and water conservation along
with typical advantages and disadvantages.
Learning outcomes
1. know the fundamental working principles of micro-renewable energy and water conservation
technologies
2. know the fundamental requirements of building location/building features for the potential to
install micro-renewable energy and water conservation systems to exist
3. know the fundamental regulatory requirements relating to micro-renewable energy and water
conservation technologies
4. know the typical advantages and disadvantages associated with micro-renewable energy and
water conservation technologies.

time basis.


systems
Outcome 1 Know the fundamental working principles of micro-
renewable energy and water conservation
technologies
Assessment Criteria
The learner can:
1. identify the fundamental working principles for each of the following heat producing micro-
renewable energy technologies:
 solar thermal (hot water)
 ground source heat pump
 air source heat pump
 biomass
2. identify the fundamental working principles for each of the following electricity producing
micro-renewable energy technologies:
 solar photovoltatic
 micro-wind
 micro-hydro
3. identify the fundamental working principles of the following co-generation technologies:
 micro-combined heat and power:
- (heat-led)
4. identify the fundamental working principles for each of the following water conservation
technologies:
 rainwater harvesting
 greywater re-use.
systems
Outcome 2 Know the fundamental requirements of building
location/building features for the potential to install
micro-renewable energy and water conservation
systems to exist
Assessment Criteria
The learner can:
1. clarify the fundamental requirements for the potential to install a solar water heating system
to exist
2. clarify the fundamental requirements for the potential to install a solar photovoltaic system
to exist
3. clarify the fundamental requirements for the potential to install a ground source heat pump
system to exist
4. clarify the fundamental requirements for the potential to install an air source heat pump
system to exist
5. clarify the fundamental requirements for the potential to install a biomass system to exist
6. clarify the fundamental requirements for the potential to install a micro wind system to exist
7. clarify the fundamental requirements for the potential to install a micro hydro system to
exist
8. clarify the fundamental requirements for the potential to install a micro-combined heat and
power (heat led) system to exist
9. clarify the fundamental requirements for the potential to install a rainwater
harvesting/greywater re-use system to exist.
systems
Outcome 3 Know the fundamental regulatory requirements
relating to micro-renewable energy and water
Assessment Criteria
The learner can:
1. confirm what would be typically classified as ‘permitted development’ under town and country
planning regulations in relation to the deployment of the following technologies:
 micro-wind
 biomass
 micro-hydro
- (heat-led)
 greywater re-use
2. confirm which sections of the current Building Regulations/building standards apply in relation
to the deployment of the following technologies:
 micro-wind
 biomass
 micro-hydro
- (heat-led)
systems
Outcome 4 Know the typical advantages and disadvantages
associated with micro-renewable energy and water
Assessment Criteria
The learner can:
1. identify typical advantages associated with each of the following technologies:
 micro-wind
 biomass
 micro-hydro
- (heat-led)
 greywater re-use
2. Identify typical disadvantages associated with each of the following technologies:
 micro-wind
 biomass
 micro-hydro
- (heat-led)
Unit 325 Know the requirements to install, commission
and handover solar thermal hot water systems
Level: 3
Credit value: 4
UAN: F/602/3100
Unit aim(s)
This knowledge unit provides learning in health and safety: risks, regulations and standards relating
to installation, testing and commissioning system types and layouts, the components and their
operating principles within the systems, requirements for component selection, sizing, installation,
testing and commissioning, the requirements for the connection of solar heated water to
combination boilers and how to measure solar performance.
Learning outcomes
1. know the health and safety risks and safe systems of work associated with solar thermal hot
water system installation work
2. know the requirements of relevant regulations/standards relating to practical installation,
testing and commissioning activities for solar thermal hot water system installation work
3. know the types and layouts of solar thermal hot water system
4. know the purpose of components used within solar thermal hot water system installations
5. know the types and key operating principles of solar collectors
6. know the information requirements to enable system component selection and sizing
7. know the fundamental techniques used to select, size and position components for solar
8. know how the performance of solar hot water systems is measured
9. know the preparatory work required for solar thermal hot water system installation work
10. know the requirements for connecting solar thermal hot water system collector circuits to
combination boiler domestic hot water circuits
11. know the requirements for installing solar collector arrays
12. know the requirements for installing solar thermal hot water system pipework
13. know the requirements to test and commission solar thermal hot water system installations
14. know the requirements to handover solar thermal hot water systems.

time basis.


and handover solar thermal hot water
systems
Outcome 1 Know the health and safety risks and safe systems
of work associated with solar thermal hot water
system installation work
Assessment Criteria
The learner can:
1. confirm which aspects of solar thermal hot water system installation work pose risk of:
 electrocution/electric shock
 burns
 toxic poisoning
 injury through flash to steam of system heat transfer fluid
 a fall from height
 personal injury through component/equipment handling
2. confirm safe systems of work, for solar thermal hot water system installation work, in
relation to prevention of:
 burns
 toxic poisoning
 injury through flash to steam of system heat transfer fluid
 a fall from height
 personal injury through component/equipment handling.
systems
Outcome 2 Know the requirements of relevant
regulations/standards relating to practical
installation, testing and commissioning activities for
solar thermal hot water system installation work
Assessment Criteria
The learner can:
1. interpret building regulation/building standards guidance documentation as relevant to
solar thermal hot water system installation work to identify the requirements in relation to:
 maintaining the structural integrity of the building
 maintaining the fire resistant integrity of the building
 the prevention of moisture ingress (building water-tightness)
 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
2. Interpret industry recognised water regulation/byelaw guidance documentation as relevant
to solar thermal hot water system installation work to identify the requirements in relation
to:
 prevention of contamination of the wholesome water supply
 safe operation
 testing and commissioning requirements.
systems
Outcome 3 Know the types and layouts of solar thermal hot
water system
Assessment Criteria
The learner can:
1. identify the following solar thermal hot water systems types:
 fully filled (active)
 drainback (active)
 passive (thermosiphon)
2. identify the following solar thermal hot water system storage vessel types and collector circuit
arrangements:
 direct (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.
systems
Outcome 4 Know the purpose of components used within solar
thermal hot water system installations
Assessment Criteria
The learner can:
1. confirm the purpose of the following solar thermal hot water system components:
 differential temperature controller
 cylinder sensor(s)
 solar collector sensor
 drain back vessel
 flow meter
 flow regulator (mechanical)
 expansion vessel.
systems
Outcome 5 Know the types and key operating principles of
solar collectors
Assessment Criteria
The learner can:
1. identify the following types of solar collector:
 unglazed collector
 flat plate glazed collector
 roof integrated glazed collector
 evacuated tube collector – direct flow
 evacuated tube collector – heat pipe
2. confirm the key operating principles for:
 flat plate collectors
 evacuated tube collector – direct flow
 evacuated tube collector – heat pipe
3. identify 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:
 unglazed collector
 flat plate glazed collector
 evacuated tube collector.
systems
Outcome 6 Know the information requirements to enable
system component selection and sizing
Assessment Criteria
The learner can:
1. confirm the 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.
systems
Outcome 7 Know the fundamental techniques used to select,
size and position components for solar thermal hot
water systems
Assessment Criteria
The learner can:
1. confirm how to determine typical domestic hot water system storage vessel requirements in
relation to:
 daily demand (Vd) (litres/day per person or litres/day per M² of floor area)
 boiler volume (Vb)
 dedicated solar volume (Vs) (litres per M² of collector area or as a % or Vd)
 total cylinder volume (Vt)
 solar heat exchange coli surface area (M² of surface area in relation to collector flow rate
and collector surface area)
2. confirm how to determine typical domestic hot water system collector area requirements in
relation to:
 proposed angle of collector installation
 proposed orientation of collector installation
 shading that may affect collector performance
3. confirm how to determine the annual irradiation yield as a % of optimum in relation to:
 collector orientation
 collector angle
 collector over shading
4. state typical recommended solar primary circuit circulation rates
5. confirm how to determine solar primary circuit pipe size requirements in relation to:
 primary circuit circulation rates
 collector area
 primary circuit pipework length
6. confirm how to determine total solar primary circuit water content volume
7. confirm how to determine total solar primary circuit expansion vessel size requirements in
relation to:
 primary circuit water content volume
 collector height above cylinder
8. identify typical sizing requirements for drainback vessels in relation to:
 net collector area
 total volume of the system
9. confirm how to determine solar primary circuit dynamic pressure drop and circulating pump
size requirements for:
 fully filled systems
 drainback systems.
systems
Outcome 8 Know how the performance of solar hot water
systems is measured
Assessment Criteria
The learner can:
1. define the meaning of the term ‘solar fraction’
2. identify factors that affect the solar fraction.
systems
Outcome 9 Know the preparatory work required for solar
Assessment Criteria
The learner can:
1. state the requirements in relation to:
 authorisation for the work to proceed
 the availability of appropriate access to all required work areas
2. confirm the requirements of 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 hot water/heating system installations
 water quality
 the availability of a suitable electrical input service
 the proposed siting of key internal system components.
systems
Outcome 10 Know the requirements for connecting solar
thermal hot water system collector circuits to
combination boiler domestic hot water circuits
Assessment Criteria
The learner can:
1. confirm how to determine the suitability of combination boilers to receive pre-heated water
2. confirm 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.
systems
Outcome 11 Know the requirements for installing solar collector
arrays
Assessment Criteria
The learner can:
1. confirm 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)
2. confirm the pipework layout, component requirements and component positioning
requirements for the following system types and collector array connection arrangements:
 fully filled system, collector array connected in series
 fully filled system, collector array connected in parallel
 fully filled system, collector array connected with east/west split
 drainback system, single collector array
3. confirm the requirements to achieve durable weather-tightness of buildings where collector
array connection pipework passes through the building fabric
4. state when specialist equipment is required in relation to preventing irradiation reaching
collector absorbers during installation.
systems
Outcome 12 Know the requirements for installing solar thermal
hot water system pipework
Assessment Criteria
The learner can:
1. propose suitable pipework materials in relation to:
 system operating temperatures
 system operating pressures
 system chemicals
2. confirm the requirements for pipework supports in relation to:
 suitable materials
 spacing of pipework supports
3. state suitable pipework jointing methods in relation to:
 system operating pressures
 system chemicals
4. confirm the requirements for pipework insulation for solar thermal hot water system installation
work in relation to:
 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
5. confirm the requirements for installing pressure relief valve discharge pipework in relation to:
 routing of pipework
 termination of pipework..
systems
Outcome 13 Know the requirements to test and commission
solar thermal hot water system installations
Assessment Criteria
The learner can:
1. confirm the requirements 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
2. state 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
3. confirm the testing requirements for hydraulic circuits within solar thermal hot water system
installations in relation to:
 hydraulic test pressure
 hydraulic test duration
4. confirm 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
5. confirm the commissioning requirements for a fully-filled drainback installation in relation to:
 setting of the system fluid level
6. confirm the commissioning requirements for multiple collector arrays connected in series
7. state the recording requirements for the commissioning of solar thermal hot water system
installations.
systems
Outcome 14 Know the requirements to handover solar thermal
hot water systems
Assessment Criteria
The learner can:
1. confirm the pre-handover checks that need to be carried out
2. confirm 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.
Unit 326 Install, commission and handover ‘active’
solar thermal hot water systems
Level: 3
Credit value: 2
UAN: L/602/3102
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in how to plan
and prepare for installation. To install, test, commission and hand over an active solar thermal hot
water system.
Learning outcomes
1. be able to plan and prepare for the installation of ‘active’ solar thermal hot water system
2. be able to install solar thermal hot water system components
3. be able to test and commission an ‘active’ solar thermal hot water system
4. be able to handover an ‘active’ solar thermal hot water system.

time basis.


Outcome 1 Be able to plan and prepare for the installation of
‘active’ solar thermal hot water system
Assessment Criteria
The learner can:
1. undertake pre-installation checks for a solar hot water system installation to include checks
relating to:
 verification that the generation capacity of the proposed solar hot water system installation
is appropriate to the hot water system load
 the inspection of existing domestic hot water/heating system 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 solar
 collector panel(s) for optimum collection capacity
 the suitability of the building fabric in relation to the installation of the solar collector
panel(s)
2. confirm that the tools, materials and equipment required for the installation work are
available and are in a safe, usable condition.
Outcome 2 Be able to install solar thermal hot water system
components
Assessment Criteria
The learner can:
1. install in accordance with manufacturer’s guidance, regulatory requirements and industry
recognised procedures, key system components on either a fully-filled or drainback, ‘active’
solar thermal hot water system to include as a minimum the positioning, fixing and
connection of the following components:
 fully-filled systems:
- solar collector
- expansion vessel
- solar circulating pump
 drainback systems:
- solar collector
- drainback vessel
- solar circulating pump.
Outcome 3 Be able to test and commission an ‘active’ solar
thermal hot water system
Assessment Criteria
The learner can:
1. prepare a fully-filled or drainback solar thermal hot water system for testing and commissioning
to include checks/actions to confirm:
 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
 adequate provision of system labelling
2. test the system for hydraulic soundness using appropriate test equipment in accordance with
manufacturer’s guidance, regulatory requirements and industry recognised procedures
3. identify the commissioning requirements for the installation in relation to:
 the system/component manufacturer(s) requirements
 system design/specification requirements
 the client/end user requirements
 statutory regulations and/or industry recognised procedures
4. commission a fully-filled or drainback system in accordance with manufacturer’s guidance,
design requirements, client's requirements and statutory requirements and/or industry
recognised procedures
5. complete relevant documentation to record the commissioning activities.
Outcome 4 Be able to handover an ‘active’ solar thermal hot
water system
Assessment Criteria
The learner can:
1. undertake relevant checks to ensure that the system is ready for handover and compliant with
manufacturer’s guidance, the system design/specification, client’s requirements, regulatory
requirements and/or industry recognised requirements
2. explain and demonstrate to the end user the operation and use of the system using
manufacturer’s guidance and industry agreed handover procedures
3. identify and explain to the end user any aspects of the system that varies from the agreed
specifications and requirements
4. obtain acceptance by the end user of the system according to the industry agreed handover
procedures
5. ensure that all relevant handover documentation is correctly completed and recorded in the
appropriate information systems and passed to the end user in accordance with manufacturer’s
guidance and industry recognised procedures.
Unit 327 Know the requirements to inspect, service
and maintain ‘active’ solar thermal hot water
systems
Level: 3
Credit value: 2
UAN: Y/602/3104
Unit aim(s)
This knowledge unit provides learning in inspection, servicing, maintenance and the diagnostic and
rectification of faults.
Learning outcomes
1. know the requirements for the routine service and maintenance of ‘active’ solar thermal hot
water systems
2. know how to diagnose faults in ‘active’ solar thermal hot water system installations
3. know how to rectify faults in ‘active’ solar thermal hot water systems.

time basis.


systems
Outcome 1 Know the requirements for the routine service and
maintenance of ‘active’ solar thermal hot water
systems
Assessment Criteria
The learner can:
1. confirm which documentation needs to be available to enable routine service and
maintenance work on ‘active’ solar thermal hot water systems
2. confirm the typical routine service and maintenance requirements for fully filled systems in
relation to:
3. confirm the typical routine service and maintenance requirements for drainback systems in
relation to:
4. confirm the industry requirements for the recording and reporting of routine service and
maintenance work on solar thermal hot water systems.
systems
Outcome 2 Know how to diagnose faults in ‘active’ solar
thermal hot water system installations
Assessment Criteria
The learner can:
1. confirm the information that needs to be available to enable fault diagnosis
2. confirm the work action and sequences required to diagnose the following faults:
 loss of system pressure without evidence of discharge
 discharge from pressure relief valve on the solar primary circuit
 insulation melting on solar collector circuit pipework
 overheating of solar collector circuit
 lack of circulation within the solar collector circuit
 poor or no system performance
 system noise and/or vibration.
systems
Outcome 3 Know how to rectify faults in ‘active’ solar thermal
hot water systems
Assessment Criteria
The learner can:
1. confirm the work action and sequences required to rectify the following faults:
Unit 328 Inspect, service and maintain ‘active’ solar
Level: 3
Credit value: 2
UAN: K/602/3107
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in inspection,
servicing and maintenance, as well as diagnostic and rectification of faults.
Learning outcomes
1. be able to undertake the routine service and maintenance of an ‘active’ solar thermal hot water
system
2. be able to undertake fault diagnosis work on ‘active’ solar thermal hot water system installations
3. be able to undertake fault rectification work on ‘active’ solar thermal hot water system
installations.

time basis.


Outcome 1 Be able to undertake the routine service and
maintenance of an ‘active’ solar thermal hot water
system
Assessment Criteria
The learner can:
1. obtain the relevant information required to enable the work
2. undertake a visual service and maintenance inspection of a fully-filled or drainback, ‘active’
solar thermal hot water system installation to include checks in relation to:
 compliance with manufacturer’s installation instructions
 compliance with statutory regulations
 condition of system components including cleanliness
 correct positioning of system components
 security of fixing of system components
3. undertake routine servicing of relevant components on a fully-filled or drainback, ‘active’
solar thermal hot water system to include:
 checking the system water levels
 checking provision for the expansion of system water
 checking for protection of the system water against freezing
 cleaning of system components
 adjustment of system controls
4. undertake routine service and maintenance functional tests on a fully-filled or drainback
solar thermal hot water system to confirm:
 safe operation
 efficient operation
 the correct functioning of
 system components/controls
5. complete the relevant service and maintenance records in accordance with industry
recognised procedures.
Outcome 2 Be able to undertake fault diagnosis work on
‘active’ solar thermal hot water system installations
Assessment Criteria
The learner can:
1. obtain the relevant information required to enable the fault diagnosis work
2. identify the cause of a minimum of four separate faults from the following list:
 system noise and/or vibration
3. agree with the relevant person(s) fault rectification procedures for the faults identified.
Outcome 3 Be able to undertake fault rectification work on
‘active’ solar thermal hot water system installations
Assessment Criteria
The learner can:
1. obtain the relevant information required to enable the fault rectification work
2. take relevant precautionary actions to prevent unauthorised use of the system prior to or during
the fault rectification work
3. take relevant precautionary actions to minimise the risk of injury to self or others during the fault
rectification work
4. rectify a minimum of two separate faults from the following list:
5. undertake post-rectification functional tests in accordance with manufacturer’s guidance,
regulatory requirements and industry recognised procedures to confirm that the system is in a
safe, functional and efficient condition.
Unit 329 Install, commission and handover heat pumps
Level: 3
Credit value: 2
UAN: D/602/3072
Unit aim(s)
and prepare for installation. To install, test, commission, and hand over air or ground source heat
pumps.
Learning outcomes
There are five learning outcomes to this unit. The learner will:
1. be able to plan and prepare for the installation of heat pumps (non-refrigerant circuits)
2. be able to install air and ground source heat pump units (non-refrigerant circuits)
3. be able to test and commission a ground source heat pump installation (non-refrigerant circuits)
4. be able to test and commission an air source heat pump installation (non-refrigerant circuits)
5. be able to handover an air or ground source heat pump installation.

time basis.


heat pumps (non-refrigerant circuits)
Assessment Criteria
The learner can:
1. undertake pre-installation checks for a heat pump installation to include checks relating to:
 the availability and collation of all relevant information
 verification of the suitability of the proposed location of the fan coil unit (air source heat
pumps only)
 verification that the collector circuit is appropriate to the heat pump rating (ground source
heat pumps only)
 verification that the heat pump rating is suitable for the emitter circuit load (heating and/or
heating and hot water)
 verification of the suitability of the proposed location of the heat pump unit
 verification that the emitter circuit design or existing installation is compatible with the
proposed heat pump installation.
 verification that the buffer tank size (where relevant) is appropriate
 verification of the suitability of the availability of a suitable electrical input service
available and are in a safe usable condition.
Outcome 2 Be able to install air and ground source heat pump
units (non-refrigerant circuits)
Assessment Criteria
The learner can:
1. install, in accordance with manufacturer’s guidance, regulatory requirements and industry
recognised procedures, an air source heat pump to include as a minimum the connection of
the heat pump unit to the hydraulic emitter circuit
2. install, in accordance with manufacturer’s guidance, regulatory requirements and industry
recognised procedures. a ground source heat pump to include as a minimum the
connection of the heat pump unit to the collector circuit.
Outcome 3 Be able to test and commission a ground source
heat pump installation (non-refrigerant circuits)
Assessment Criteria
The learner can:
1. prepare a ground source heat pump system for testing and commissioning to include
checks/actions to confirm:
2. test the collector circuit for hydraulic soundness using appropriate test equipment in
accordance with manufacturer’s guidance, regulatory requirements and industry recognised
procedures
4. commission the installation in accordance with manufacturer’s guidance, design requirements,
client's requirements, statutory requirements and/or industry recognised procedures
5. complete relevant documentation to record the commissioning activities.
Outcome 4 Be able to test and commission an air source heat
pump installation (non-refrigerant circuits)
Assessment Criteria
The learner can:
1. prepare an air source heat pump system for testing and commissioning to include
checks/actions to confirm:
3. commission the installation in accordance with manufacturer’s guidance, design requirements,
client's requirements and statutory requirements and/or industry recognised procedures.
Outcome 5 Be able to handover an air or ground source heat
pump installation
Assessment Criteria
The learner can:
1. undertake relevant checks to ensure that the system is ready for handover and compliant
with manufacturer’s guidance, the system design/specification, client’s requirements,
regulatory requirements and/or industry recognised requirements
2. explain and demonstrate, to the end user, the operation and use of the system using
manufacturer’s guidance and industry agreed handover procedures
3. identify and explain to the end user any aspects of the system that varies from the agreed
specifications and requirements
4. obtain acceptance by the end user of the system according to the industry agreed handover
procedures
appropriate information systems and passed to the end user in accordance with
manufacturer’s guidance and industry recognised procedures.
and maintain heat pump system installations
Level: 3
Credit value: 2
UAN: F/602/3078
Unit aim(s)
This knowledge unit provides learning in servicing, maintenance, and the diagnostic and
rectification of faults.
Learning outcomes
1. know the requirements for the non-refrigerant circuit routine service and maintenance of heat
pump system installations
2. know how to diagnose faults in heat pump system installations
3. know how to rectify non-refrigerant circuit faults in heat pump system installations.

time basis.


 observation in the work place and an online multiple choice test.
Outcome 1 Know the requirements for the non-refrigerant
circuit routine service and maintenance of heat
Assessment Criteria
The learner can:
maintenance work on heat pump system installations
2. confirm typical routine service and maintenance requirements for an air source heat pump
3. confirm typical routine service and maintenance requirements for a ground source heat
pump installation in relation to:
maintenance work on heat pump system installations
5. state the action(s) to take in the event of a failure or suspected failure of the refrigerant
circuit and/or a suspected refrigerant circuit defect.
Outcome 2 Know how to diagnose faults in heat pump system
installations
Assessment Criteria
The learner can:
 heat pump low pressure trip/alarm activated by a collector circuit malfunction
 heat pump high pressure trip/alarm activated by an emitter circuit malfunction
 poor or no collector circuit performance
 insufficient heat output to emitter circuit
 domestic hot water heat up is satisfactory but space heating is not operating
Outcome 3 Know how to rectify non-refrigerant circuit faults in
heat pump system installations
Assessment Criteria
The learner can:
Unit 331 Inspect, service and maintain heat pump
Level: 3
Credit value: 2
UAN: L/602/3083
Unit aim(s)
servicing and maintenance, diagnostic and rectification of faults.
Learning outcomes
1. be able to undertake the non-refrigerant circuit routine service and maintenance of an air
source heat pump system installation
2. be able to undertake the non-refrigerant circuit routine service and maintenance of an ground
3. be able to undertake non-refrigerant circuit fault diagnosis work on an air or ground source heat
pump system installation
4. be able to undertake non-refrigerant circuit fault rectification work on an air or ground source
heat pump system installation.

time basis.


Outcome 1 Be able to undertake the non-refrigerant circuit
routine service and maintenance of an air source
heat pump system installation
Assessment Criteria
The learner can:
2. undertake a visual service and maintenance inspection of an air source heat pump
installation to include checks in relation to:
 checking the system fluid levels
 checking the system pressure levels
 checks to ensure that electrical controls and temperature sensors are set correctly
 leakage and/or dampness
 pipework insulation is of the correct grade, in good condition and is firmly in place
 provision of information and safety labels
3. undertake routine servicing of relevant components an air source heat pump installation to
include checks in relation to:
 cleaning and lubrication of system components
4. undertake routine service and maintenance functional tests on a air source heat pump
installation to confirm:
 safe operation
 the correct functioning of system components/controls
 no undue noise or vibration
Outcome 2 Be able to undertake the non-refrigerant circuit
routine service and maintenance of a ground
Assessment Criteria
The learner can:
2. undertake a visual service and maintenance inspection of a ground source heat pump
installation to include checks in relation to:
 checking the system fluid levels
 checking the system pressure levels
 checks to ensure that electrical controls and temperature sensors are set correctly
 leakage and/or dampness
 pipework insulation is of the correct grade, in good condition and is firmly in place
 provision of information and safety labels
3. undertake routine servicing of relevant components a ground source heat pump installation
to include checks in relation to:
 cleaning and lubrication of system components
4. undertake routine service and maintenance functional tests on a ground source heat pump
installation to confirm:
 safe operation
 no undue noise or vibration
Outcome 3 Be able to undertake non-refrigerant circuit fault
diagnosis work on an air or ground source heat
Assessment Criteria
The learner can:
2. identify the cause of a minimum of four separate faults from the following list:
3. agree, with the relevant person(s), fault rectification procedures for the faults identified.
Outcome 4 Be able to undertake non-refrigerant circuit fault
rectification work on an air or ground source heat
Assessment Criteria
The learner can:
3. take relevant precautionary actions to minimize the risk of injury to self or others during the fault
rectification work
4. rectify a minimum of two separate faults from the following list:
and handover heat pump systems non-
Level: 3
Credit value: 4
UAN: Y/602/3054
Unit aim(s)
This knowledge unit provides learning in health and safety risks and safe systems of work associated
with heat pumps, regulations and standards, relating to installation, testing and commissioning, and
the purpose and operational characteristics, different types, fundamental principles of selection,
design, layouts, and the preparation of work needed.
Learning outcomes
1. know the health and safety risks and safe systems of work associated with heat pump system
installation work (non-refrigerant circuits)
testing and commissioning activities for heat pump installation work
3. know the purpose and operational characteristics of heat pump unit and heat pump system
components
4. know the different types of heat pump units and system arrangements for hydraulic emitter
circuits
5. know the fundamental principles of heat pump selection and system design that are common to
both air and ground source heat pumps
6. know the fundamental design principles for ground source ‘closed loop’ heat pump collector
circuit design, component sizing and installation
7. know the layouts of ‘open loop’ water filled heat pump collector circuits
8. know the fundamental design considerations and principles that are specific to air source heat
pumps
9. know the preparatory work required for heat pump installation work
10. know the requirements to install and test heat pump systems (non-refrigerant circuits)
11. understand the requirements to commission heat pump system installations (non-refrigerant
circuits)
12. understand the requirements to handover heat pump system installations.

time basis.


of work associated with heat pump system
installation work (non-refrigerant circuits)
Assessment Criteria
The learner can:
1. confirm which aspects of heat pump installation work pose risk of:
 burns
 toxic poisoning personal injury though component/equipment handling
2. confirm safe systems of work for heat pump installation work in relation to prevention of:
 burns
 toxic poisoning
 personal injury though component/equipment handling.
heat pump installation work
Assessment Criteria
The learner can:
1. interpret building regulation/building standards guidance documentation as relevant to heat
pump installation work to identify the requirements in relation to:
 the prevention of moisture ingress (building water tightness)
 notification of work requirements
 physical installation requirements
 testing and commissioning requirements
2. interpret industry recognised water regulation/byelaw guidance documentation as relevant
to heat pump installation work to identify the requirements in relation to:
 the physical installation of the system
 safe operation
 testing and commissioning requirements
3. state the requirements of the current fluorinated greenhouse gases regulations in relation
to:
 the competence of personnel installing heat pumps where the refrigerant circuit has been
assembled and tested by the product manufacturer
 the competence of personnel installing heat pumps where the refrigerant circuit is to be
assembled and tested in the location where the heat pump is to be installed and operated
 the competence of personnel undertaking leakage checking on heat pump refrigerant
circuits
 the competence of personnel undertaking recovery of fluorinated greenhouse gases from
heat pump refrigerant circuits.
Outcome 3 Know the purpose and operational characteristics
of heat pump unit and heat pump system
components
Assessment Criteria
The learner can:
1. confirm 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 electro-mechanical valves
 fan coil
 integrated buffer tank
 ground loop heat exchanger
2. confirm how the vapour compression refrigerant circuit within a heat pump unit operates.
Outcome 4 Know the different types of heat pump units and
system arrangements for hydraulic emitter circuits
Assessment Criteria
The learner can:
1. 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
2. identify 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
3. confirm the meaning of the terms:
 monovalent system
 bivalent system
4. identify 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
5. identify 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
6. confirm the arrangements for connecting buffer tanks:
 in series
 in parallel.
Outcome 5 Know the fundamental principles of heat pump
selection and system design that are common to
both air and ground source heat pumps
Assessment Criteria
The learner can:
1. confirm the meaning of the term ‘coefficient of performance’
2. confirm the relationship between coefficient of performance and the:
 heat pump input temperature
 heat pump emitter temperature
3. confirm the effect that ambient temperature can have on:
 coefficient of performance
 heat pump output
4. confirm the meaning of the term ‘seasonal performance factor’
5. identify the factors that can affect the seasonal performance factor
6. confirm the meaning of the term ‘system efficiency’
7. identify the factors that can affect the ‘system efficiency’
8. confirm why achieving minimum heat loss from the building is particularly important when
designing a heat pump system
9. state the effect that over-sizing of a heat pump has on:
 system performance/efficiency
 heat pump operation
10. state the effect that under-sizing of a heat pump has on:
 system performance/efficiency
 heat pump operation
11. confirm how to identify heat pump hydraulic flow rate requirements
12. confirm how to use manufacturer’s data to select heat pump units:
 output charts
 other data
13. confirm the meaning of the term ‘bivalent points’ in relation to heat pump output charts
14. confirm how ‘bivalent points’ are used to determine auxiliary heat requirements
15. confirm how heat pump output capacity is affected by:
 heat pump input temperature
 heat pump output temperature
16. identify the suitability of the following types of hydraulic heating system emitter for
suitability with heat pump systems:
 underfloor heating
 fan assisted convector heaters
 standard panel radiators
17. state the typical mean water temperature recommended when designing a hydraulic
emitter circuit that incorporates:
 underfloor heating
 fan assisted convector heaters
 standard panel radiators
18. confirm how correction factors are used to determine panel radiator output requirements in
relation to mean water temperature and room temperature difference (degrees centigrade)
19. confirm the potential benefits of including a buffer tank in the system design
20. identify the potential disadvantages of including a buffer tank in the system design
21. confirm 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
22. 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
23. state the typical annual operating hours for a heat pump that is being used for:
 heating only
 heating and domestic hot water
24. state how heat pump annual operating hours may vary in relation to the:
 type of building
 geographical location of the installation.
Outcome 6 Know the fundamental design principles for ground
source ‘closed loop’ heat pump collector circuit
design, component sizing and installation
Assessment Criteria
The learner can:
1. identify 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
2. confirm 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
3. confirm 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
4. identify 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
5. confirm 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
6. confirm which factors determine the year round energy available in watts (w) per M² of
ground area
7. confirm 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)
8. confirm how the specific heat extraction capacity (in W/M² 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
9. confirm how the total ground area (M²) requirements for horizontal collector loops is
determined using the following data:
 refrigeration capacity (kW)
 specific extraction output (w/M²)
10. confirm how the pipe length (M) requirement for a horizontal ‘loop’ collector circuit is
determined using the following data:
 total ground area (M²)
 collector loop pipe spacing (M)
11. confirm how the pipe length (M) requirement for a ‘slinky’ collector circuit is determined
using the following data:
 total ground area (M²)
 centre to centre spacing of the slinky collector (M)
12. confirm 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
13. confirm how a collector circuit brine pump size (kg/h) is determined using the following data:
 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 pipework (degrees
centigrade).
Outcome 7 Know the layouts of ‘open loop’ water filled heat
pump collector circuits
Assessment Criteria
The learner can:
1. identify the following ‘open loop’ water filled heat pump collector circuit configurations:
 ground ‘open’ loop vertical borehole
 lake ‘open’ loop.
Outcome 8 Know the fundamental design considerations and
principles that are specific to air source heat pumps
Assessment Criteria
The learner can:
1. identify 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 properties)
 air turbulence during operation
2. identify the design options to provide for the defrost cycle for an air source heat pump
3. confirm how to size a buffer tank to provide for an air source heat pump defrost cycle.
Outcome 9 Know the preparatory work required for heat pump
installation work
Assessment Criteria
The learner can:
1. 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:
 the 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 is correct
 the availability and condition of a suitable electrical input service
 adequate provision for the siting of key internal system components
2. confirm the pre-installation checks that are specific to the positioning of fan coil units.
Outcome 10 Know the requirements to install and test heat
pump systems (non-refrigerant circuits)
Assessment Criteria
The learner can:
1. confirm the requirements for moving and handling heat pump units to avoid damage to the
unit
2. 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
3. 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
4. confirm the charging and flushing requirements for closed loop collector circuits in relation
to:
 purging of air and installation debris
 addition of antifreeze protection and suitable biocides
 checking flow rates
5. state what equipment is needed for system charging and flushing
6. confirm the hydraulic test requirements for:
 closed loop collector circuits
 hydraulic emitter circuits.
Outcome 11 Understand the requirements to commission heat
pump system installations (non-refrigerant circuits)
Assessment Criteria
The learner can:
1. confirm the conditions that are required to implement commissioning activities for ground
source heat pump systems
2. confirm the commissioning requirements for ground source heat pump systems in relation to:
3. confirm the conditions that are required to implement commissioning activities for air source
heat pump systems
4. confirm the commissioning requirements for air source heat pump systems in relation to:
 functional tests.
Outcome 12 Understand the requirements to handover heat
Assessment Criteria
The learner can:
1. confirm the pre-handover checks that need to be carried out for a ground source heat pump
system installation
2. confirm the industry handover procedures for a ground source heat pump system installation in
relation to the:
 provision of verbal information/demonstration relating to system operation and use
3. confirm the pre-handover checks that need to be carried out for an air source heat pump
system installation
4. confirm the industry handover procedures for an air source heat pump system installation in
relation to the:
Unit 333 Inspect, service and maintain rainwater
Level: 3
Credit value: 2
UAN: A/602/3130
Unit aim(s)
Learning outcomes
1. be able to undertake the routine service and maintenance of rainwater harvesting and
2. be able to undertake fault diagnosis work on rainwater harvesting and greywater reuse systems
installations
3. be able to undertake fault rectification work on rainwater harvesting and greywater reuse
systems installations.

It is recommended that15 hours should be allocated for this unit. This may be on a full-time or part-
time basis.


Outcome 1 Be able to undertake the routine service and
maintenance of rainwater harvesting and
Assessment Criteria
The learner can:
2. undertake a visual service and maintenance inspection of a rainwater harvesting or
greywater reuse system installation to include checks in relation to:
3. undertake routine servicing of relevant components on a rainwater harvesting or greywater
reuse system to include:
 checking the system water levels
 checking the system water quality
 cleaning of system components
4. undertake routine service and maintenance functional tests on a rainwater harvesting or
greywater reuse system to confirm:
 safe operation
Outcome 2 Be able to undertake fault diagnosis work on
rainwater harvesting and greywater reuse systems
installations
Assessment Criteria
The learner can:
2. diagnose the cause of a minimum of four separate faults on a rainwater harvesting and/or
greywater reuse system from the following list:
 poor or no flow into storage tank
 system pump fails to operate
 back-up water supply fails to operate
 water quality is unacceptable
 undue system noise or vibration
3. agree with the relevant person(s) fault rectification procedures for the faults identified.
Outcome 3 Be able to undertake fault rectification work on
installations
Assessment Criteria
The learner can:
3. take relevant precautionary actions to minimise the risk of injury to self or others during the fault
rectification work
4. rectify a minimum of two separate faults on a rainwater harvesting and/or greywater reuse
system from the following list:
 undue system noise or vibration
Unit 334 Install, commission and handover rainwater
Level: 3
Credit value: 2
UAN: K/602/3110
Unit aim(s)
and prepare for installation. To install, test, commission, and hand over rainwater harvesting and
greywater systems
Learning outcomes
1. be able to plan and prepare for the installation of rainwater harvesting and greywater reuse
systems
2. be able to install rainwater harvesting and greywater reuse system components
3. be able to test and commission rainwater harvesting and greywater reuse systems
4. be able to handover rainwater harvesting and greywater reuse systems.

time basis.


Assessment Criteria
The learner can:
1. undertake pre-installation checks for a rainwater harvesting or greywater reuse system
installation to include checks relating to:
 the suitability of the proposed installation in relation to:
- yield
- usage
- any special features
 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
available and are in a safe usable condition.
Outcome 2 Be able to install rainwater harvesting and
greywater reuse system components
Assessment Criteria
The learner can:
1. install in accordance with manufacturer’s guidance, regulatory requirements and industry
recognised procedures, key system components on either a rainwater harvesting or
greywater reuse system to include as a minimum the positioning, fixing and connection of
the following components:
 storage tank (connection to tank only)
 system control unit (water connections only)
 pump.
Outcome 3 Be able to test and commission rainwater
Assessment Criteria
The learner can:
1. prepare a rainwater harvesting or greywater reuse system for testing and commissioning to
include checks/actions to:
 confirm compliance with the system design and specification
 confirm compliance with system/component manufacturer requirements
 confirm the suitability of electrical supply circuit arrangements
 filling the storage tank
 confirm the provision of appropriate marking and labelling to system pipework and
components
2. test a rainwater harvesting or greywater reuse distribution system for hydraulic soundness
using appropriate test equipment in accordance with manufacturer’s guidance, regulatory
requirements and industry recognised procedures
3. undertake the relevant test procedure to check that cross-connections have not been
introduced
4. identify the commissioning requirements for a rainwater harvesting or greywater reuse
5. commission a rainwater harvesting and greywater reuse system in accordance with
manufacturer’s guidance, design requirements, client's requirements and statutory
requirements and/or industry recognised procedures
6. complete relevant documentation to record the rainwater harvesting or greywater reuse
system commissioning activities.
Outcome 4 Be able to handover rainwater harvesting and
Assessment Criteria
The learner can:
1. undertake relevant checks on either a rainwater harvesting or greywater reuse system to
ensure that the system is ready for handover and compliant with manufacturer’s guidance, the
system design/specification, client’s requirements, regulatory requirements and/or industry
recognised requirements
2. explain and demonstrate to the end user the operation and use of either a rainwater harvesting
or greywater reuse system using manufacturer’s guidance and industry agreed handover
procedures
3. identify and explain to the end user any aspects of the rainwater harvesting or greywater reuse
system that varies from the agreed specifications and requirements
4. obtain acceptance by the end user of the rainwater harvesting or greywater reuse system
according to the industry agreed handover procedures
appropriate information systems and passed to the end user in accordance with manufacturer’s
guidance and industry recognised procedures.
and maintain rainwater harvesting and
Level: 3
Credit value: 2
UAN: M/602/3111
Unit aim(s)
Learning outcomes
1. know the requirements for the routine service and maintenance of rainwater harvesting and
reuse systems
2. know how to diagnose faults in rainwater harvesting and greywater reuse systems
3. know how to rectify faults in rainwater harvesting and greywater reuse systems.

It is recommended that15 hours should be allocated for this unit. This may be on a full-time or part-
time basis.


 observation in the work place and an online multiple choice test.
Outcome 1 Know the requirements for the routine service and
maintenance of rainwater harvesting and reuse
systems
Assessment Criteria
The learner can:
maintenance work on rainwater harvesting and greywater reuse systems
2. confirm the typical routine service and maintenance requirements for a rainwater harvesting
system in relation to:
3. confirm the typical routine service and maintenance requirements for greywater reuse
systems in relation to:
4. confirm the relevant guideline values for the general monitoring of water quality in rainwater
harvesting and greywater reuse systems in relation to:
 dissolved oxygen (stored rainwater)
 suspended solids
 colour
 turbidity
 pH
 residual chlorine
 residual bromine
5. state what equipment is required to monitor water quality in rainwater harvesting and
maintenance work on rainwater harvesting and greywater reuse systems.
Outcome 2 Know how to diagnose faults in rainwater
Assessment Criteria
The learner can:
 undue system noise or vibration.
Outcome 3 Know how to rectify faults in rainwater harvesting
Assessment Criteria
The learner can:
 undue system noise or vibration.
and handover rainwater harvesting and
Level: 3
Credit value: 4
UAN: T/602/3109
Unit aim(s)
This knowledge unit provides learning in health and safety risks and safe systems of work associated
with heat pumps, regulations and standards relating to installation, testing and commissioning, the
purpose and characteristics, different types, fundamental principles of selection, design layouts,
and the preparation of work needed.
Learning outcomes
1. know the health and safety risks and safe systems of work associated with rainwater harvesting
and greywater reuse system installation work
testing and commissioning activities for solar thermal hot water system installation work
3. know the types and layouts of rainwater harvesting and greywater reuse system used for single
premises installations
4. know the purpose of components used within rainwater harvesting and greywater reuse
systems
5. know the information requirements to enable rainwater harvesting and greywater reuse system
component selection and sizing
6. know the fundamental techniques used to select, size and position components for rainwater
7. know options and requirements for the treatment of water in biological, physical, biomechanical
and hybrid rainwater harvesting/greywater recycling systems
8. know the preparatory work required for rainwater harvesting and greywater recycling system
installation work
9. know the requirements for installing rainwater harvesting and greywater reuse storage tanks
10. know the requirements for installing rainwater harvesting and greywater recycling system
pipework
11. know the requirements to test and commission rainwater harvesting and greywater re-use
12. know the requirements to handover rainwater harvesting and greywater recycling systems.

time basis.

of work associated with rainwater harvesting and
greywater reuse system installation work
Assessment Criteria
The learner can:
1. confirm which aspects of rainwater harvesting and greywater reuse system installation work
pose risk of:
 infection
 toxic poisoning
 asphyxiation
 personal injury though component/equipment handling
2. confirm safe systems of work for rainwater harvesting and greywater reuse system
installation work in relation to prevention of:
 infection
 toxic poisoning
 asphyxiation
 personal injury though component/equipment handling.
solar thermal hot water system installation work
Assessment Criteria
The learner can:
1. interpret building regulation/building standards guidance documentation as relevant to
rainwater harvesting and greywater reuse system installation work to identify the
requirements in relation to:
 notification of the work
 the prevention of moisture ingress (building water-tightness)
 cold water supply requirements:
- water quality
- water efficiency
 roof drainage system installation
 rainwater and greywater storage tank installation
2. interpret industry recognised water regulation/byelaw guidance documentation as relevant
to rainwater harvesting and greywater reuse system installation work to identify the
requirements in relation to:
 notification of the work
 backflow and contamination prevention requirements
 marking and labelling requirements
 use of the harvested/reused water.
Outcome 3 Know the types and layouts of rainwater harvesting
and greywater reuse system used for single
premises installations
Assessment Criteria
The learner can:
1. identify the following rainwater harvesting systems types:
 gravity supply
 direct pumped
 pumped to storage cistern
 gravity distribution
2. identify the following greywater reuse systems types:
 direct reuse
 short retention
 basic physical/chemical
 biological
 bio-mechanical
 hybrid
3. confirm where in system layouts the following backflow prevention arrangements for
wholesome back up water supply are required:
 type AA air gap
 type AB air gap.
Outcome 4 Know the purpose of components used within
Assessment Criteria
The learner can:
1. 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
 system control unit
 expansion vessel (direct systems)
 water level gauge.
Outcome 5 Know the information requirements to enable
rainwater harvesting and greywater reuse system
component selection and sizing
Assessment Criteria
The learner can:
 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 the harvested
 rainwater/greywater
 demand/usage
 any special features.
Outcome 6 Know the fundamental techniques used to select,
size and position components for rainwater
Assessment Criteria
The learner can:
1. confirm 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 demand/usage
2. confirm 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
3. confirm which materials are typically suitable for the manufacture of rainwater harvesting
and greywater reuse tanks and cisterns
4. confirm the requirements for durability in relation to the materials selected for rainwater
harvesting and greywater reuse system tanks and components
5. confirm 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 the 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
6. confirm the options for providing a back-up water supply within a rainwater harvesting or
greywater reuse system
7. confirm 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
8. confirm which materials are suitable for rainwater harvesting and greywater reuse system
collection and distribution pipework and fittings
9. state typical collection and distribution system pipe sizes for rainwater harvesting and
greywater reuse systems for pipework between the storage tank and the system control
unit.
Outcome 7 Know options and requirements for the treatment
of water in biological, physical, biomechanical and
hybrid rainwater harvesting/greywater recycling
systems
Assessment Criteria
The learner can:
1. state when the inclusion of a water treatment arrangement in rainwater harvesting and
greywater recycling systems:
 is a regulatory requirement
 may be beneficial or good practice
2. confirm the working principles of a UV disinfection system
3. confirm the typical installation arrangements for a UV disinfection system in relation to:
 water sample points
 filters
 flow restrictors
 isolation valves
4. confirm the options for the chemical treatment of water in rainwater harvesting and greywater
recycling systems.
Outcome 8 Know the preparatory work required for rainwater
harvesting and greywater recycling system
installation work
Assessment Criteria
The learner can:
1. state the requirements in relation to:
2. confirm the requirements of pre-installation checks in relation to the:
 suitability of the proposed installation in relation to:
- yield
- usage
 suitability of the building structure and the building fabric in relation to the installation of
system components
 inspection of the existing water supply installation
 inspection of the existing rainwater and/or greywater installation
 availability of a suitable electrical input service
 proposed siting of key internal system components.
Outcome 9 Know the requirements for installing rainwater
harvesting and greywater reuse storage tanks
Assessment Criteria
The learner can:
1. confirm the requirements to maintain the structural integrity of the tank if holes need to be
cut within a storage tank during the installation process
2. confirm the requirements for mounting and supporting above ground tanks and cisterns.
Outcome 10 Know the requirements for installing rainwater
harvesting and greywater recycling system
pipework
Assessment Criteria
The learner can:
1. confirm the requirement of the connection arrangement where rainwater and greywater
overflow and drainage pipework connects to the underground drainage system
2. confirm which jointing methods are acceptable for rainwater and greywater pipework
collection pipework
3. confirm which jointing methods are acceptable for rainwater and greywater pipework
distribution pipework.
Outcome 11 Know the requirements to test and commission
rainwater harvesting and greywater re-use system
installations
Assessment Criteria
The learner can:
1. confirm the requirements to prepare for testing and commissioning in relation to:
 suitability of electrical supply circuit arrangements
 filling the storage tank
 provision of marking and labelling to system pipework and components
2. confirm the testing requirements for hydraulic testing of the distribution system in relation to:
 test pressure
 test duration
 permitted leakage
 pass criteria
3. confirm the test procedure to check that cross-connections have not been introduced
4. confirm the typical commissioning requirements for a rainwater harvesting system installation
in relation to:
 setting of the system fluid levels
 setting of electrical controls
 water quality checks
5. confirm the commissioning requirements for a greywater re-use system installation in relation
to:
 setting of the system fluid levels
 setting of electrical controls
 water quality checks
6. state the recording requirements for the commissioning of rainwater harvesting and greywater
re-use system installations.
Outcome 12 Know the requirements to handover rainwater
harvesting and greywater recycling systems
Assessment Criteria
The learner can:
1. confirm the pre-handover checks that need to be carried out
2. confirm industry handover procedures in relation to the:
Unit 337 Install, commission and de-commission gas
pipework up to 35mm 1¼ diameter in
Level: 3
Credit value: 19
UAN: T/502/8381
Unit aims
The aim of this unit is to assess the competence of individuals to recognised national occupational
install, commission and decommission gas pipework.
The scope of work covered by this unit is the installation of gas pipework up to 35 mm (1¼ inch)
diameter (where the volume of the pipework does not exceed 0.035 cubic metre) from a meter
outlet connection to gas appliance connection point, including ‘installation pipework and appliance
connector pipework’ or in the case of non metered installations from the Emergency Control Valve
(EVC) located either inside or outside the property to the appliance connection point, supplied with
2nd or 3rd family gases.
Learning outcomes
1. be able to design gas systems for installing gas pipework
2. be able to plan and prepare work activities for installing domestic gas cookers, tumble dryers
and leisure appliances
3. be able to de-commission domestic gas pipework to industry standards
4. be able to install, exchange, and remove gas pipework to industry standards
5. be able to pre-commission and commission gas pipework to industry standards
6. be able to use and communicate data and information to carry out de-commissioning,
installation and commissioning work
7. be able to resolve problems which could affect the de-commissioning, installation and
commissioning process
8. be able to install, commission and de-commission gas pipework up to 35mm (1¼) diameter in
domestic and small commercial premises.

part-time basis.
(approved National Occupational Standards) Gas Utilisation and Gas Safety NOS DSG 3.5 Install Gas
Pipework up to 35mm BS6891.

Outcome 1 Be able to design gas systems for installing gas
pipework
Assessment Criteria
The learner can:
1. identify and record the customer’s job requirements
2. compare the customer’s job requirements with statutory and industry requirements and
identify any conflicting issues
3. survey the work site:
 consult site diagrams for any key structural features that could affect the installation
 record details of any features that may affect the installation
4. check that the proposed positioning of the pipework meets the manufacturer’s and industry
standard’s requirements for:
 location
 clearances
5. check that the availability of input services:
 gas
 electricity
meet the appliance manufacturer’s and industry standard’s requirements for the pipework
installation
6. check and ensure the design of the proposed installation is in compliance with industry
standards
7. prepare a range of design options to meet both customer and industry requirements
8. present design options to the customer using variety of media:
 written
 oral
 drawings
9. consult with the customer and obtain agreement to the design option that best meets all the
requirements.
installing domestic gas cookers, tumble dryers and
leisure appliances
Assessment Criteria
The learner can:
1. produce a risk assessment and method statement that incorporates:
 safety provisions on the work site
 movement of people on site
 the movement and safe storage of installation materials, tools and equipment for the job
 any pre-installation damage
 defects to existing building features
3. advise the property occupier of any defects found in the survey
4. protect the work site and the building fabric against possible damage being caused during:
 de-commissioning
 installation
5. obtain confirmation from the customer before the job starts to ensure that they agree the
planned work
6. check and confirm that all materials, tools and equipment are available as required and are
fit for purpose needed for:
 installation
 commissioning
7. check and confirm that the proposed siting of the gas supply meets the appliance
manufacturer’s and industry standards requirements for:
 location
 siting
 clearances
8. check and confirm that:
 the gas supply
 earthing supply
meets industry standard requirements in relation to other services
9. confirm that the proposed siting of the gas supply meets industry standard’s requirements
in relation to other services i.e. electricity supply
10. carry out all necessary checks and tests to confirm:
 the gas supply
 electricity supply
meet the manufacturer’s and industry requirements for the installation
11. calculate and confirm the correct sizing of pipework to ensure minimum pressure loss
across installation
12. check the existing installation for unsafe:
 appliances
apply the gas industry unsafe situations procedures to any identified.
Outcome 3 Be able to de-commission domestic gas pipework
to industry standards
Assessment Criteria
The learner can:
1. check that the:
 gas supply
are in a condition that enables safe appliance de-commissioning
2. use the correct tools and equipment for de-commissioning activities
 tests
 procedures
to de-commission gas and systems and components
 appliances
 systems
 components
 appliances
 earthing system components
6. after permanent removal of pipework, mark any live gas pipes with a notice to indicate the pipe
contains gas.
Outcome 4 Be able to install, exchange, and remove gas
pipework to industry standards
Assessment Criteria
The learner can:
1. carry out preparatory work to meet the installation requirements
2. carry out the installation processes minimising damage to:
3. select and use the correct tools and equipment for installation activities
4. remove existing gas and earthing system components as required by the installation plan
5. fabricate gas system, fittings and components as required by the installation plan
6. position the pipework and confirm it meets the:
 location
 siting
 clearances
required by the appliance manufacturer’s and industry standard’s specification
7. provide adequate ventilation for:
 new
 replacement
pipework installations and systems
8. provide adequate support(s) for pipework installation to conform with industry standard’s
specification
9. position and protect pipework installation in and through walls to meet industry standards for
sleeving and purpose designed channels
10. position and protect pipework installation in multi-occupancy dwellings to meet industry
standard’s requirements. use of fire stops, sleeving, purposed designed shafts.
11. position and protect pipework installation in protected shafts containing:
 stairs
 lifts
 other protected fire escape routes
to meet industry standard requirements
12. position and protect external installations to meet industry standards and requirements
13. ensure existing gas systems are clean and free of debris
14. fix and connect gas pipework, valves, fittings and components to the supply
15. mark any live gas pipes with a notice to indicate the pipe contains gas
16. install additional emergency control valve (AECV) to the supply
17. connect earthing system components to the gas supply.
Outcome 5 Be able to pre-commission and commission gas
pipework to industry standards
Assessment Criteria
The learner can:
1. confirm that the complete appliance installation complies with:
 Gas Safety (Installation and Use) Regulations
 Building Regulations
2. check that conditions within the gas system will permit safe commissioning
3. select and use the correct tools and equipment for commissioning activities
4. use tightness testing and purging procedures to confirm:
 the integrity of the installed gas system
 existing appliance(s)
5. use purging procedures to confirm the safe supply of gas to the installed gas system
6. use electrical testing procedures to confirm the integrity of the installed earthing system
7. apply protective coating to pipework and to joints after gas tightness testing has been
completed
8. reconfirm that the ventilation requirements meet industry standards for the installation
9. check and confirm the operation of the installed gas valves and components to ensure they
function safely and operate in accordance with manufacturer’s instructions
10. instruct the property occupier on the correct operation of the:
 gas system
 valves
 components
providing them with a copy of any user instructions
11. take precautionary actions to prevent the unauthorised use of:
 uncommissioned gas appliances
 gas systems
 electrical systems
 components
by isolation procedures and use of warning notices.
Assessment Criteria
The learner can:
1. liaise with the property occupier and other people who will be affected by the work during:
 planning
 installation
 commissioning
to minimise disturbance to the job
2. use:
 manufacturer’s instructions for the appliance to ensure the work is completed in
accordance with the specification
4. report any delays in the work schedules to the line manager responsible for the job
5. advise the designated persons of any unsafe situations and actions required to remedy
those situations
6. complete documentation to confirm the safe commissioning of the gas system and
components
7. complete records and documentation confirming the safe commissioning of gas systems
and components
8. complete gas system de-commissioning records.
Outcome 7 Be able to resolve problems which could affect the
de-commissioning, installation and commissioning
process
Assessment Criteria
The learner can:
1. rectify and report deficiencies in gas and earthing input services
2. resolve problems in accordance with approved procedures where pre-commissioning checks
and tests reveal gas system or component defects
3. resolve problems in accordance with approved procedures when gas systems and components
being commissioned do not meet design requirements
4. resolve problems in accordance with approved procedures when the gas system and
components cannot be restored to full performance.
Outcome 8 Be able to install, commission and de-commission
gas pipework up to 35mm (1¼) diameter in
Assessment Criteria
The learner can:
confined spaces
condition
6. state the tools, equipment, materials and components required for the gas system installation,
commission and de-commission, – ordering, supplying, advising, checking and delivery
procedures
loss or wastage
the site, to commence the de-commissioning, installation and commissioning activity
10. demonstrate how and where to access the required information, ie. normative documents,
applicable to the gas system and appliance, to ensure the work is done to the specification and
industry standards
12. describe how to measure and record installation and site details for prefabrication purposes
13. explain how to confirm that the gas supply and earthing system requirements are adequate for
the installation of the new gas system and components, or for extending the system or adding
components to
14. explain how to confirm that the provision of ventilation meets the industry standard’s
requirements for the installation ie. in voids, shafts, ducts
15. calculate correct sizing of pipework to ensure minimum pressure loss across installation
16. state checks and tests to confirm suitability of the gas supply
17. state checks and tests to confirm suitability of the earthing system, including the installation and
positioning of the main equipotential bonding
18. state safe isolation methods, tests and procedures for temporary and permanent de-
19. explain the precautions to ensure that de-commissioned gas and earthing systems do not prove
a safety hazard
20. describe measures to prevent de-commissioned gas systems being brought into operation
suspension of the gas system operation
23. state the industry practices and work standards for fabricating and installing gas pipework,
valves, systems and components to comply with the manufacturer’s specification, industry
standards, Gas Safety (Installation and Use) Regulations, British Standards and Building
Regulations
24. identify and describe the types of pipe materials suitable for carrying gas - steel, malleable iron,
copper, Corrugated Stainless Steel Tube (CSST), polyethylene and lead
25. identify and describe the types of pipe fittings suitable for carrying gas – capillary, compression,
push-fit, union joints and screwed joints
26. state the industry practices and work standards for jointing materials and fittings suitable for
carrying gas, including connecting to lead composition pipes
27. describe the safety precautions to take when jointing materials and fittings - including COSHH
28. explain the industry practices and methods of bending pipe materials suitable for carrying gas,
i.e. bending methods of copper pipe, Corrugated Stainless Steel Tube (CSST) and stainless steel
flexible pipe (anacondas)
29. explain the industry practices and methods of bending copper pipework to set measured
distances to include; double sets/offset bends, 90 degree bends, crank sets/passover bends
30. state the positioning and fixing requirements for gas pipework, valves, systems and
components to comply with the manufacturer’s specification, industry standards, Gas Safety
(Installation and Use) Regulations, British Standards and Building Regulations
31. describe how installation of gas pipework meets the industry standard’s requirements for;
location, siting, clearance requirements and relationship to other services, i.e. electricity supply
32. state industry practices and work standards of providing adequate support(s) for pipework
installation to conform with industry standard’s requirements
33. produce a plan showing the positioning, protection and fixing methods for gas pipework,
valves, systems and components in; floors, ducts, through walls, buried in walls, multi-
occupancy buildings and protected shafts containing stairs, lifts or other protected fire escape
routes, to comply with industry standards, Gas Safety (Installation and Use) Regulations, British
Standards and Building Regulations, i.e. sleeving, purposed designed channels, fire stops,
purposed designed shafts
34. state the industry practices and work standards for pipe installation within suspended and
joisted floors including methods of lifting and replacing floorboards and chipboard flooring
35. state the industry practices and work standards for pipe installation in concrete floors
36. explain the installation and protection of external installations to meet industry standards
requirements, i.e. protection against mechanical damage, minimum depth below ground level
37. describe the procedures and work methods for connecting to input services including; gas,
earthing and ventilation systems
38. describe the procedures and work methods of connecting pipework, valves and components to
both new and existing gas systems and appliances
39. describe the procedures and work methods to ensure correct gas pipe identification
tightness testing and purging to gas appliances, systems and components
electrical tests to earthing systems and components to ensure safe functioning, i.e. earth
continuity checks
42. state the procedures for checking the correct operation and performance of gas systems,
valves and components and checking against the design specification to ensure safe functioning
43. explain the routines and sequences for commissioning gas systems, valves and components
44. state how to complete all installation and commissioning documentation and records to be left
with the property occupier including; benchmark, landlord/home owner gas safety record
45. explain system handover procedures and demonstrate the operation of gas systems, valves and
components to end users
47. describe job management structures and methods of reporting and recording job progress or
or the environments, i.e. waste products including asbestos and insulation materials
environment, i.e. special waste regulations, hazardous waste regulations, control of asbestos at
work regulations
50. explain how to isolate unsafe gas appliances, gas systems and components and apply the gas
industry unsafe situations procedure.
Unit 338 Specific core installation and maintenance
Level: 3
Credit value: 21
UAN: H/502/8487
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in demonstrating
the use of tools, the safety of gas control operation and explain actions for unsafe procedures, how
to carry out chimney performance checks, working safe with electrical systems and components,
combustion and atmosphere sampling devices and calculate ventilation requirements.
Learning outcomes
1. be able to demonstrate the use of common tools used in the gas utilisation industry
2. be able to demonstrate that gas safety controls are operating correctly and explain the actions
required when unsafe or ineffective operation is found
3. know the construction and operation of chimneys used for domestic gas appliances
4. be able to demonstrate how to carry out chimney performance checks
5. be able to identify and complete the correct notices, forms and labels used in domestic gas
utilisation
6. be able to demonstrate how to work correctly and safely with electrical systems and
components used in domestic gas utilisation
7. be able to demonstrate the correct use of combustion and atmosphere sampling analysers
8. be able to demonstrate safe lifting and handling techniques when moving equipment, materials
and appliances associated with gas utilisation activities
9. be able to demonstrate the safe use of steps and ladders used in domestic gas utilisation
activities
10. be able to demonstrate selection and use of correct Personal Protective Equipment (PPE) for
domestic gas utilisation activities
11. be able to install and commission a small domestic gas installation
12. be able to calculate the requirements for permanent ventilation in domestic gas utilisation
environments.

part-time basis.


Outcome 1 Be able to demonstrate the use of common tools
used in the gas utilisation industry
Assessment Criteria
The learner can:
1. demonstrate the correct and safe use of tools for drilling, securing and cutting brick,
concrete, block, studded, timber framed and dry lined walls:
 basic hand tools
 battery operated tools
 RCD adaptors
 power tools including visual inspection of drills, circular saws and jig saws
 visual inspections of tools including checking the condition of flexes cables and plugs
2. checking that PAT Certificates are in date
3. demonstrate the correct use of tools for measuring, cutting, securing and jointing pipework
and other materials used in gas installation activities:
 measuring devices
 cutting devices and saws
 metallic and non metallic pipes
 soldered joints
 screwed joints
 compression joints
4. demonstrate the correct and safe use of the following tools used to test systems:
 pressure gauges
 voltage indicators
 continuity testers
 electrical multi-meters
 plug in socket testers
 electrical proving units
 thermometers
5. make good materials and surfaces to include brick, concrete, block, studded, timber framed,
tiled and dry lined.
Outcome 2 Be able to demonstrate that gas safety controls are
operating correctly and explain the actions
required when unsafe or ineffective operation is
found
Assessment Criteria
The learner can:
1. safely diagnose correct, unsafe or ineffective operation of:
 flame protection devices, to include:
- vapour pressure
- thermoelectric
- flame rectification
- flame conduction
 controls to include:
- atmosphere sensing device
- spillage detection device
- pressure regulators
- low pressure cut off
- thermal cut off
- gas cocks/valves
- cooker hotplate lid control
- electric solenoid valve
- excess flow valves
- thermoelectric valve
- interrupter devices
- multifunction control
 thermostats to include:
- bi metallic
- liquid expansion
- vapour pressure
- electrical thermostats
- thermistors
2. demonstrate actions to be taken when defective or unsafe control operation is identified.
Outcome 3 Know the construction and operation of chimneys
used for domestic gas appliances
Assessment Criteria
The learner can:
1. classify gas appliances according to their chimney types:
 flueless
 open chimney
 room sealed chimney.
Outcome 4 Be able to demonstrate how to carry out chimney
performance checks
Assessment Criteria
The learner can:
1. carry out checks on open chimney systems:
 visual checks throughout the length
 confirmation of correct type
 adequate cross sectional area
 catchment space measurement
 chimney flow test
 chimney spillage test
2. carry out checks on room sealed chimney systems:
 confirmation of correct type and installation
 correct terminal location and protection
 testing operation to include case seal integrity for positive and negative appliance designs.
Outcome 5 Be able to identify and complete the correct
notices, forms and labels used in domestic gas
utilisation
Assessment Criteria
The learner can:
1. identify correct application and complete the following records, forms and labels:
 Landlord/Home Owner Gas Safety Record
 Gas Safety Inspection Form
 Benchmark Maintenance Report
 service/maintenance checklist(s)
 Chimney /Hearth Notice Plate
2. select and attach appropriate labels applicable to domestic gas work:
 un-commissioned appliance label
3. balanced compartment label.
Outcome 6 Be able to demonstrate how to work correctly and
safely with electrical systems and components
used in domestic gas utilisation
Assessment Criteria
The learner can:
1. using Ohms Law, calculate:
 current and power
 voltage
 resistance
2. assemble simple series and parallel circuits
3. identify the type of electrical installation as:
 TT
 TN-S
 TN-C-S
4. connect a domestic gas appliance to a fixed domestic electrical installation:
 cable type and sizing calculation
 fuse rating calculation
 fused spur connection
 wiring a three pin plug
5. safely carry out preliminary electrical safety checks:
 earth continuity
 polarity
 short circuit
 resistance to earth
 RCD operation test
6. demonstrate the safe isolation of electrical supplies connected to gas appliances or controls
7. read and interpret appliance wiring diagrams to establish:
 sequence of electrical operation
 correct appliance and component wiring
8. differentiate between main and supplementary electrical bonding connections
9. demonstrate the procedure for safe electrical isolation:
 use of locking devices
 circuit protection device retention
 voltage indicating device
 use of proving unit
 confirmation of safety – absence of electricity
10. identify electrical faults and defects on domestic gas installations, initiating actions as
required:
 incorrect cable types and position
 clearances from other services
 failed components
 inadequate circuit protection conductors
 defective automatic disconnection device
 appliance connections
11. complete electrical installation certificate.
Outcome 7 Be able to demonstrate the correct use of
combustion and atmosphere sampling analysers
Assessment Criteria
The learner can:
1. demonstrate the correct use of combustion performance analysers and atmosphere sampling
analysers interpreting:
 CO, CO2, O2 readings, CO/CO2 ratios in a flueway
 CO, CO2, O2 readings in the atmosphere
 visually and by the use of combustion performance analysis identify complete and
incomplete combustion for Type ’A’, ‘B’ and ‘C’ gas appliances
2. complete the required checks using a combustion/atmosphere analyser in the event of ‘carbon
monoxide detector’ activation.
Outcome 8 Be able to demonstrate safe lifting and handling
techniques when moving equipment, materials and
appliances associated with gas utilisation activities
Assessment Criteria
The learner can:
1. risk assess the work site and work activities to be undertaken
2. assess loads to be handled and moved, to include:
 size of loads
 weight of loads
 shape of loads
 configuration of loads
 need for assistance
3. prepare to lift and handle loads, to include:
 using correct PPE
 communication to others
 ensuring a clear path
4. lift and move loads in accordance with best practice and safe systems of work:
 correct kinetic techniques
 assisted lift needing two people
5. simple mechanical lifting device.
Outcome 9 Be able to demonstrate the safe use of steps and
ladders used in domestic gas utilisation activities
Assessment Criteria
The learner can:
1. risk assess the work site and work activities to be undertaken
2. prepare the site location where steps and/or ladders need to be used
3. inspect ladders and steps for defects
4. position and erect steps and ladders in accordance with regulations and safe working
practice
5. secure ladders by approved methods to ensure no slippage or movement may occur during
use
6. use steps and ladders for work activities in accordance with regulations and safe working
practice.
Outcome 10 Be able to demonstrate selection and use of correct
Personal Protective Equipment (PPE) for domestic
gas utilisation activities
Assessment Criteria
The learner can:
1. select PPE needed for specific activities:
 gloves
 protective foot ware
 eye protectors
 ear protection
 high visibility clothing
 knee protectors
 dust masks
2. carry out gas installation or maintenance work wearing PPE as determined by each specific
task.
Outcome 11 Be able to install and commission a small domestic
gas installation
Assessment Criteria
The learner can:
1. install a domestic gas meter, pipework and domestic appliance:
 selecting correct materials and fittings
 demonstrate the correct method of jointing materials and fittings
 demonstrate the correct method of installing securing and supporting domestic meters and
regulators
 demonstrate the correct method of installing a domestic appliance
2. demonstrate tightness testing, purging and commissioning procedures including the procedure
for resetting and sealing a regulator
3. carry out a gas rate check and confirm it complies with manufacturers instructions
4. demonstrate the correct method of removal of domestic meters and regulators:
 permanent removal
 temporary removal
5. identify correct and incorrect methods of connecting the main equipotential bonding
6. demonstrate action to meet the main equipotential bonding requirements for both permanent
and temporary meter removal:
 method of bonding connection
 positioning of bond
 sizing of bond.
Outcome 12 Be able to calculate the requirements for
permanent ventilation in domestic gas utilisation
environments
Assessment Criteria
The learner can:
1. calculate the correct ventilation requirements for a range of domestic appliance installations in
accordance with BS5440:
 open chimney appliances
 flueless appliances
 appliances in compartments
 multiple appliance installations
 ventilation pathways via other rooms
2. specify ventilation vents/grilles and methods
3. measure existing vents and grilles to ensure that they are the correct type and provide the
correct supply of air.
Unit 339 Understand core gas safety principles for
natural gas within domestic building services
engineering
Level: 3
Credit value: 13
UAN: J/502/9390
Unit aim(s)
This knowledge unit provides learning in legislation, (natural gas and LPG) characteristic of
combustion and basic principles of requirements for ventilation, chimneys, check and set pressures
and gas rates relating to meters and appliances, and effective flue operation and identifying and
responding to unsafe gas situations.
Learning outcomes
1. know the gas legislation that applies to the domestic mechanical services industry
2. know how domestic NG and LPG supplies are metered, regulated and controlled
3. know how to take pressure readings in domestic gas systems and check meter regulators
4. know the operating principles of appliance gas safety devices and controls
5. know how to install NG and LPG gas pipework and fittings
6. know how to test for tightness of a gas pipework system and purge the system
7. know the characteristics, combustion process and the types of burners used with natural gas
and LPG
8. know the ventilation requirements of gas appliances installed in dwellings
9. know the standards of chimneys and flue systems to be used with gas appliances
10. know how to re-establish gas supplies and relight appliances
11. know how to check and set appliance burner pressures and gas rates
12. know how to test gas appliance flue systems for effective operation
13. know how to identify and respond to unsafe gas situations
14. know the general requirements of LPG systems.

part-time basis.


engineering
Outcome 1 Know the gas legislation that applies to the
domestic mechanical services industry
Assessment Criteria
The learner can:
1. define the types of statutory legislation and guidance information that applies to gas
 gas safety legislation
 approved codes of practice
 industry standards for NG and LPG
2. identify laid down responsibilities under gas safety legislation:
 landlords
3. analyse and interpret the requirements of specific gas safety legislation
4. define the range of information that would be contained within a commissioning record for a
gas system or component
5. identify the procedure for notifying works carried out to the approved gas registration
provider.
engineering
Outcome 2 Know how domestic NG and LPG supplies are
metered, regulated and controlled
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to the installation of gas meters and
regulators:
 gas operative responsibilities
 meter housing and compartment labels
 medium pressure installations
2. describe the installation, operation and positioning requirements for Emergency Control
Valves (ECV) to include:
 natural gas/LPG meter installations
 remote meter installations
 multiple occupancy meter installations
 Meter Inlet Valves (MIV)
3. explain the installation, operation and positioning requirements for appliance isolation
valves (AIV)
4. describe the associated labels required for ECV’s
5. identify the gas supply route to domestic properties:
 the natural gas network
 components of the network
 pressure tiers within the network
6. define the methods of entry and layout features of natural gas service pipework to domestic
dwellings:
 minimum depth of service pipework
 types of domestic gas meter housings and compartments:
- surface mounted meter boxes
- semi-concealed meter boxes
- built-in meter boxes
- purpose built meter housings
- medium pressure installations
- multi-occupancy installation - remote meters
 primary meter installations
 use of secondary meters
 use of pre-payment meters
 use of meter labels – secondary and primary meters
7. state the operation and accuracy of gas positive displacement meters
8. identify the procedure to take when a fault is diagnosed on an emergency control valve
9. define the characteristics of meters used in domestic dwellings:
 U6
 E6
 semi-concealed
 inferential
 rotary
 positive displacement
10. define the operating principles of domestic regulators and governors:
 the construction of a regulator
 the operation of a gas meter regulator
 identification of medium pressure meter and regulator installation
 maintaining correct installation operating pressures
 checking and/or setting correct installation operating pressures.
engineering
Outcome 3 Know how to take pressure readings in domestic
gas systems and check meter regulators
Assessment Criteria
The learner can:
1. specify the procedures for taking pressure readings in domestic gas supply systems:
 measurement of pressure
 types of pressure gauges
 use of pressure gauges
 procedures for taking pressure readings:
- static pressure at the meter
- working pressure at the meter
- working pressure at appliances
2. identify the factors which can affect the pressure readings at meter regulators:
 factors affecting pressure loss
 effects of low flow rates and high flow rates on regulator outlet pressures (19 – 23 mbar)
 effects of pressure absorption across the primary meter installation
3. describe the process for setting:
 meter regulators low and medium pressure
 LPG regulators
4. state the procedures to take when incorrect pressure readings are encountered in gas supply
systems.
engineering
Outcome 4 Know the operating principles of appliance gas
safety devices and controls
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to gas safety devices and controls
2. define the types of gas control devices used for gas appliances and their operating principles:
 pressure regulators
 low pressure cut-off valves
 thermal cut-off valves
 gas cocks/valves
 cooker hotplate lid control valves
 electric solenoid valves
 excess flow valves
3. define the types and operating principles of flame protection devices used in gas appliances:
 vapour pressure devices
 thermoelectric valves
 flame conduction and rectification systems
 interrupter devices
 atmosphere sensing devices
 spillage detection devices
 multifunctional control valves
4. define the types and operating principles of thermostats used to control heat emitted from gas
appliances:
 bimetallic
 liquid expansion
 vapour pressure
 electrical control
 electrical overheat/limit
 thermistors.
engineering
Outcome 5 Know how to install NG and LPG gas pipework and
fittings
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to the installation of gas pipework and fittings
2. clarify the materials suitable for gas pipework and fittings:
 standards for pipework and fittings
 materials used:
- copper
- low carbon steel
- steel semi-rigid
3. identify the acceptable jointing methods for pipework used for domestic gas supplies:
 cleansing agents
 jointing methods:
- copper to copper
- mild steel to mild steel
- copper to mild steel
- steel semi-rigid pipework and termination
 application of unions and compression fittings
 movable appliance hoses
 hoses
4. calculate gas pipe sizes for domestic NG and LPG supply systems:
 supply from meter to appliance branches
 supply from main branch connection to appliance termination
5. clarify the circumstances in which polyethylene pipework may be used for domestic gas
supply pipework
6. specify the correct positioning, support and fixing requirements for gas supply pipework:
 copper pipework
 mild steel pipework
 steel semi-rigid pipework
 requirements for sleeving pipework:
- through building features such as walls and into meter boxes
 external surface mounted installation pipework
 ventilation size requirements for pipework installed within ducts
 ventilation requirements for protected shafts and voids
 accommodation for thermal movement of pipework
7. specify the installation requirements for gas supply pipework:
 exterior pipework
 pipework installed between joists in suspended floors or roof spaces:
- solid timber; metal web; timber engineered; installed across solid timber joists fitted
with flooring
 installed in floors or walls:
- sheathing requirements; buried in concrete floors/walls; installed behind dry lined walls;
installed within stud partition walls; installed under the base of a wall or foundation
8. specify the provision of safety and control measures to gas supply pipework:
 positioning requirements adjacent to other services
 corrosion protection
 gas pipe identification
 main equipontential bonding (minimum cross sectional area)
 disconnection of pipes and fittings – use of temporary continuity bond
9. specify the requirements for pipework to multi-occupancy dwellings:
 safety requirements for fire stopping in buildings containing flats or maisonettes
 safety requirements for pipework inside a protected shaft or other fire escape route
10. state the precautions to be taken when making new connections into an existing gas
pipework system:
 breaking gas connections to an appliance
 fixing requirements for installation pipework when connected to a meter not securely
restrained
11. state the precautions to be taken when using an exposed flame for soldering joints on
existing gas pipework systems.
engineering
Outcome 6 Know how to test for tightness of a gas pipework
system and purge the system
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to the tightness testing of gas installations
2. define the acronyms and symbols used within the industry standards for tightness testing
3. state the types of pressure gauge suitable for carrying out a tightness test and identify the
requirements for the accuracy of reading
4. identify the points when tightness testing of an installation should be carried out:
 before work commences on existing systems
 on completion of work on new and existing gas systems
 following the report of a gas escape
5. clarify how differing system types and configurations impacts on the tightness testing
procedure:
 maximum installation volume for individual tightness tests (0.035M³):
- calculating pipe volume; fittings volume; meter volume
 pipe diameter up to (35mm)
 inlet pressure exceeds 75 mbar without meter inlet valve
 different meter types:
- diaphragm U6/G4/U16/G10; ultrasonic E6; single dwellings; multiple dwellings with
emergency control valves only
 anti tamper devices
6. determine the tightness testing procedures for gas supply systems:
 testing new installation pipework (no meter connected)
 testing new installations (meter connected) with or without appliances connected
 testing existing installations (meter connected) with or without appliances connected
 testing existing medium pressure fed installations without a meter inlet valve fitted
7. specify the actions to take to investigate and repair suspected leakage from gas supplies
and components:
 use of gas detection equipment
 use of leak detection fluid
8. specify the actions to be taken when a smell of gas persists following a gas tightness test:
 when the emergency control valve/additional emergency control valve/meter inlet valve is
turned off
 when a leaking installation cannot be repaired
9. describe the requirements to issue gas testing and purging certificates
10. state the purging methods and requirements for systems that have undergone tightness
testing:
 volume 0.2 M³ or less
 volume over 0.2 M³).
engineering
Outcome 7 Know the characteristics, combustion process and
the types of burners used with natural gas and LPG
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to the burner settings of gas appliances
2. define the different types of gases used to supply appliances in domestic dwellings:
 chemical symbols:
- Methane (CH4)
- Propane (C3H8)
- Butane (C4H10)
 gas characteristics
 viscosity
 families of gas:
- 1st, 2nd and 3rd families
 relative density of gases compared to air
 explosive mixtures
3. identify the combustion process with gases used in dwellings:
 air requirements for combustion
 main constituents of incomplete combustion:
- carbon monoxide; soot deposits
 flammability limits of gases
 causes of incomplete combustion
 calorific values of gases:
- gross; net; British Thermal Units (BTU’s); Kilowatts (kW); use of conversion charts
 Wobbe number of gases
combustion
5. state typical ambient levels of carbon dioxide and identify critical levels and the potential effects
on the gas combustion process
place/is minimised:
 the associated maintenance requirements of CO detectors
 other sources of carbon monoxide in dwellings
7. define the layout features and operating principles of gas appliance burners:
 pre and post aerated burners
 premix burners
 forced draught burners
 radiant burners
8. define the key terms related to gas appliance burners:
 flame speed
 ignition temperature
 venturi
 burner head
 burner (flame) retention
9. identify how to diagnose faults in gas appliance burners:
 flame picture
 sooting
 discolouration
 flame chilling
 linting
 condition of the burner
 air supply faults
 condition and size of injectors
10. clarify the reasons for burner faults that result in incomplete combustion:
 gas rate/pressure settings
 effects of excessive pressure at the appliance (flame lift)
 aeration
 vitiation
 light back
 flame chilling.
engineering
Outcome 8 Know the ventilation requirements of gas
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to the ventilation requirements of gas appliances
2. calculate the ventilation requirements for open flued and flueless gas appliances:
 adventitious air supplies
 gross and net calorific values of appliances
 for multiple appliance installations in the same room/space:
- multiple open flued and flueless appliances
- open flued and flueless appliances
3. calculate the ventilation required for appliances located in compartments:
4. identify the types of grilles and vents available for ventilation:
 ventilation paths to compartments including ducts
- wall
- window
7. clarify the effect that other heat producing appliances and other types of extraction have on the
requirement for ventilation of gas appliances:
 oil or solid fuel appliances and flue systems
 extractor fans
 cooker hoods
 tumble driers
8. specify the ventilation requirements of open flued and flued decorative effect space heaters:
 single appliances
 in rooms with multiple appliances
 oil and solid fuel appliances.
engineering
to be used with gas appliances
Assessment Criteria
The learner can:
1. interpret the legislation that applies to chimneys and flues that serve gas appliances:
 gas safety legislation
 exchange of information and planning requirements for chimneys
2. state how gas appliances are classified according to the type of chimney or flue used:
 flueless
 open flued:
- natural draught
 room sealed:
- natural draught
- vertex type appliances
3. identify the working principles of flue systems serving gas appliances:
 open flued chimneys
 room sealed - natural draught
 room sealed – fanned draught
 vertex type flues
- brick/masonry
 flexible metallic liner installation
 use of flue box systems
 shared (common) chimney systems - SE and U ducts
 minimum cross sectional area of new chimney installations to serve appliances
 types of flue liners – during construction (salt glazed, clay etc):
- poured/pumped concrete flue liners; pre-cast flue blocks; flexible flue liners
 pre-cast flue design:
- minimum cross sectional area of new gas flue blocks; minimum requirement of vertical
flue blocks before off sets; jointing material for pre-cast flue blocks; minimum flue size
diameter for connecting pre-cast transfer blocks to termination point; effects of
temperature on installation requirements for pre-cast flues
 flexible flue liners:
- sealing and support requirements for flexible flue liners in chimneys; flexible liner
components; termination of flue liners
7. define the design requirements of flues used with gas appliances:
 requirements of designer, builder, provider or installer when installing gas chimneys
 requirements for chimney/hearth certificates
- distance requirements when passing through combustible material
- special requirements for chimneys passing adjacent to combustible material or through
other dwellings
8. define the design requirements of flues used with gas appliances:
 requirements for the catchment space to open flued space heaters
 open flued chimney system:
- parts of an open flue chimney system
 room-sealed chimney system:
- parts of a room sealed flue chimney system
- natural and fanned draught
9. specify the requirements for the provision of hearths to gas appliances
10. specify the requirements for the termination of flue systems serving gas appliances:
 room sealed flue positions
 condensing appliances
 terminal guard requirements
 open flue terminal positions:
- flue/chimney outlet locations/terminal positions - before 2001
- flue chimney outlet locations/terminal positions - after 2001
- methods of dealing with down-draught on steeply pitched roofs
 requirements prior to installing fans in secondary flues
 additional safety requirements when fans are installed in secondary flues
 requirements for fan dilution and shared open flue, fanned draught systems in domestic
dwellings
12. specify the flueing requirements for balanced compartments used with open flued appliances:
 compartment construction
 ducted air positioning
 cross sectional areas of air inlet ducts.
engineering
Outcome 10 Know how to re-establish gas supplies and relight
appliances
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to re-establishing gas supplies and relighting
appliances
2. state the correct action to be taken when a non-commissioned appliance is identified
3. state the actions to be taken if pipework and appliances are not commissioned when the gas
supply to the property is re-established
4. identify the procedures for re-establishing gas supplies and relighting appliances.
engineering
Outcome 11 Know how to check and set appliance burner
pressures and gas rates
Assessment Criteria
The learner can:
1. identify the methods of determining and/or setting gas appliance working pressures:
 fixed rated appliances
 range rated appliances
2. identify the methods of determining gas rates at appliances:
 use of manufacturer data (appliance input)
 use of meter test dial/index for calculation of gas consumption rate
3. calculate the gas consumption rates for gas appliances:
 imperial rated meters
 metric rated meters
4. identify and rectify faults discovered during testing:
 excessive pressure loss at the appliance
 incorrect gas consumption rates at appliances
 effects of meter pressure absorption under full load conditions.
engineering
Outcome 12 Know how to test gas appliance flue systems for
effective operation
Assessment Criteria
The learner can:
undertaking commissioning of the gas appliance/flue system:
 open flue systems
 room sealed flue systems – natural draught and fan assisted
 vertex type appliances
 extraction fans sited in the vicinity of open flued appliances
3. specify the testing procedures that should be performed to check the correct operation of an
existing chimney flue/gas appliance:
 flue flow test
 spillage test
 testing fanned draught open-flue systems and associated safety controls
4. specify the testing procedures for room sealed fanned draught flue installations:
 checking case seals /case integrity
 checking flue pipe/air inlet connections for leakage
 checking/testing of positive pressure case appliances
5. specify the testing procedures for gas appliances that require commissioning by analysis of the
flue combustion products:
 types of portable combustion gas analysers
 flue gas samples to be taken during the commissioning process
 sources of information required to determine correct flue gas products and ratios.
engineering
Outcome 13 Know how to identify and respond to unsafe gas
situations
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to situations relating to unsafe gas supplies or
appliances:
 gas operative advice
 gas user advice
 responsibilities of the gas user
 reporting gas escapes
 actions that can be undertaken by the gas transporter
 action of the LPG supplier
 rights of entry to properties
 turning off emergency controls
 elimination of ignition sources
 reduction of gas concentrations via ventilation
2. identify the correct procedure for prioritising actions in the event of an unsafe situation:
 gas emergency priorities:
- protect life
- protect property
- secure the escape
- leave the site safe
3. clarify the types of unsafe situation that may be found with appliances and installations and how
to respond to them:
 Immediately Dangerous (ID) situations:
- actions to take; ‘Do not use’ notices and labels; warning notice forms; RIDDOR
reportable Installations; RIDDOR reporting forms and information required
 At Risk (AR) situations:
- actions to take; concern for safety notices and labels
 Not to Current Standards (NCS) situations:
- actions to take; advice notices; notification criteria for each category of NCS; methods
of notification
situations:
 meter labelling requirements
 compartment labelling
 appliance commissioning certificates
 appliance service certificates
 landlords safety certificates.
engineering
Outcome 14 Know the general requirements of LPG systems
Assessment Criteria
The learner can:
1. interpret the gas safety legislation that applies to the installation of LPG pipework and
appliances
2. describe the additional characteristic and properties of LPG:
 origins of LPG
 boiling point of LPG
 types of gasses
 vapour pressure curves
 vaporisation and off takes
 auto refrigeration and excessive off takes
3. identify the methods of supplying LPG gases to permanent dwellings:
 bottled supplies
 bulk storage
4. state the typical operating pressures within LPG systems for permanent dwellings
5. define the methods of entry and layout features of LPG service pipework to domestic dwellings
fed from bulk storage and bottled supplies:
 pipework materials, jointing, layout and routing
 regulator types and positioning requirements
 types of flexible connections and hoses
 operation and positioning of LPG emergency control valves and isolation valves
6. state the methods of checking and setting domestic LPG regulators
7. interpret the gas safety legislation that applies to the tightness testing of LPG installations
8. specify the tightness test procedure for LPG systems
9. specify the purging requirements for LPG systems that have undergone tightness testing.
Unit 340 Maintain gas warm air central heating systems
and appliances
Level: 3
Credit value: 11
UAN: T/502/8302
Unit aim(s)
maintain gas warm air heating systems and appliances.
The scope of work covered by this Unit is the maintenance, commission and decommission of gas
warm air central heating systems and appliances up to and including the appliance isolation
(service) point supplied with 2nd or 3rd family gases.
Learning outcomes
1. be able to plan and prepare work activities for maintaining warm air central heating
2. be able to de-commission warm air central heating to industry standards
3. be able to maintain warm air central heating to industry standards
4. be able to pre-commission and commission warm air central heating to industry standards
maintenance and commissioning work
6. be able to resolve problems which could affect the de-commissioning, maintenance and
7. be able to maintain gas warm air central heating systems and appliances.

time basis.
(approved National Occupational Standards) Gas Utilisation and Gas Safety NOS DSG 3.11 Maintain
Gas Warm Air Central Heating Appliances.


and appliances
maintaining warm air central heating
Assessment Criteria
The learner can:
1. produce a risk assessment and method statement which incorporates:
 safety provisions in the work site
 movement of the workforce and members of the public
 movement and safe storage of materials, tools and equipment for the job
 any pre-maintenance damage
and record it
4. protect the work site and the building fabric against possible damage being caused during
the de-commissioning and maintenance process
5. obtain confirmation from the property occupier before the job starts, to ensure that they
agree the planned work
6. check and confirm all materials, tools and equipment necessary for the de-commissioning,
maintenance and commissioning process are available as required and are fit for purpose
7. check and confirm that the proposed position of the appliance meets the manufacturer’s
and industry standard’s requirements for:
 location
 siting
 clearances
8. check the existing duct system of the appliance to ensure it meets manufacturer’s and
industry standard’s requirements
9. confirm that the:
 gas supply
 ventilation and where required, chimney/flue suitability
meets the appliance manufacturer’s and industry standard’s requirements for the
installation
10. carry out all necessary checks and tests to confirm the:
 gas supply
 chimney /flue system(where required)
11. check location of condensate disposal is in compliance with appliance manufacturers and
industry standards requirements as necessary
12. check existing installation for any unsafe appliances and system components and apply the
gas industry unsafe situations procedures as required.
and appliances
Outcome 2 Be able to de-commission warm air central heating
to industry standards
Assessment Criteria
The learner can:
1. check that conditions within the:
 gas
 electricity
systems will permit safe de-commissioning
3. use designated:
 safe isolation methods
 tests
 procedures
to de-commission gas and electricity systems and components
 appliances
 systems
 components
 appliances
 electricity system components
as required.
and appliances
Outcome 3 Be able to maintain warm air central heating to
industry standards
Assessment Criteria
The learner can:
1. carry out preparatory work to meet the maintenance requirements
2. remove existing gas and electricity system components as required by the maintenance
activities
3. carry out the maintenance process in accordance with:
4. carry out the maintenance process minimising damage to:
5. use the correct tools and equipment for maintenance work activities
6. re-position the appliance and confirm it meets the:
 location
 siting
 clearances
required by the manufacturer’s and industry standard’s specification
7. check existing ventilation for appliances and system meets industry requirements for the
installation
9. re-connect:
 gas
 electricity
system components to the appliance
10. use tightness testing and purging procedures to confirm the integrity of the re-connected gas
system and appliance
11. use electrical testing procedures to confirm the integrity of the re-installed electrical system and
appliance
12. use industry standard checks and testing procedures to confirm the integrity of the existing
chimney system and appliance flue seals where required.
and appliances
Outcome 4 Be able to pre-commission and commission warm
air central heating to industry standards
Assessment Criteria
The learner can:
1. confirm the complete appliance installation complies with:
 the manufacturer’s specification
 Gas Safety (Installation and Use)Regulations
 British Standards and Building Regulations
 gas
 electricity
systems will permit safe commissioning
3. use the correct tools and equipment for commissioning activities
4. check that the gas system operating pressures meet industry standards
5. check the appliance in accordance with industry standard’s and manufacturer’s requirements
for:
 operating pressure
 heat input
6. check the combustion performance as required:
 visually
 by flue gas analysis
7. test chimney performance and reconfirm it performs according to:
 manufacturer’s instructions
8. check that the location of any condensate disposal method complies with:
 appliance manufacturers instructions
9. check that the ventilation requirements meet current industry standards for the installation
10. check the operation of the:
 gas appliance
 gas system
 gas components
to ensure they function safely and operate in accordance with manufacturer’s instructions
11. check the:
 electrical system
 electrical components
function safely and operate in accordance with the manufacturer’s instructions
12. explain to the property occupier the correct operation of the:
 appliance
 gas system
and provide them with their copy of the appliance literature
13. take precautionary actions by isolation procedures and use of warning notices to prevent the
unauthorised use of uncommissioned:
 gas appliances
 gas systems
 electrical systems and components.
and appliances
Assessment Criteria
The learner can:
1. liaise with the property occupier and other people who will be affected by the work in order
to minimise disturbance to the job during:
 planning
 installation
 commissioning processes
2. use normative documents:
 manufacturer’s instructions for the appliance
to ensure the work is completed in accordance with their requirements
those situations
7. complete records and documentation confirming the safe maintenance of:
 gas appliances
 systems
 components
8. complete commissioning and de-commissioning records for:
 gas appliance
 gas system
and ensure they are stored securely.
and appliances
de-commissioning, maintenance and
Assessment Criteria
The learner can:
1. rectify and report deficiencies in gas and electric input services
2. resolve problems in accordance with approved procedures where pre-maintenance checks
and tests reveal gas appliance, gas system or component defects
3. resolve problems in accordance with approved procedures when gas appliances, gas
systems and components being commissioned do not meet design requirements
4. resolve problems in accordance with approved procedures when the gas appliance, the gas
system or component cannot be restored to full performance.
and appliances
Outcome 7 Be able to maintain gas warm air central heating
systems and appliances
Assessment Criteria
The learner can:
1. describe the health, safety and environmental factors that need to be incorporated in risk
assessment for the domestic maintenance process
2. outline methods for safe access and working at heights
3. specify tools and equipment necessary to provide safe access to work at heights, or in confined
spaces
4. explain the methods of working which protect the building décor, customer property and
condition
6. specify the tools, equipment, materials and components required for the gas appliance and gas
system de-commission, maintenance and commission – ordering, supplying, advising, checking
and delivery procedures
loss or wastage
8. describe the potential hazards that could arise from all de-commissioning, maintenance and
the site to commence the de-commissioning, maintenance and commissioning activity
10. explain how and where to access the required information, ie normative documents, industry
standards guidance documents, British Standards and manufacturer’s instructions applicable to
the appliance, to ensure the work is done to the specification and industry standards
12. describe how to confirm that the gas supply, electric supply, chimney system and ventilation
requirements are adequate for existing gas appliances, systems, or components
13. describe how to confirm that the existing duct system is adequate for the warm air central
heating appliance, system and components
14. state safe isolation methods, tests, and procedures to de-commission gas and electricity
systems or components
15. explain the procedures for temporary and permanent de-commissioning of appliances and
systems including use of temporary continuity bonds
16. explain the precautions to ensure that de-commissioned appliances or systems do not prove a
safety hazard
17. explain measures to prevent de-commissioned appliances or systems being brought into
operation utilising safety and warning notices
18. define the need to liaise with others whose procedures or routines may be affected by the
suspension of the gas appliance and gas system operation
19. define the points in the de-commissioning, maintenance and re-commissioning process where
20. identify the types of warm air central heating appliances to ensure correct heater selection;
downflow, upflow, horizontal flow and slot-fit
21. state the industry practices and work standards for fabricating and installing warm air central
heating gas appliances, systems and components to comply with the manufacturer’s
specification, industry standards, Gas Safety (Installation and Use) Regulations, British Standards
and Building Regulations
22. identify the positioning and fixing requirements for warm air central heating gas appliances,
systems and components to comply with the manufacturer’s specification, industry standards,
Gas Safety (Installation and Use) Regulations, British Standards and Building Regulations
23. identify the positioning and fixing requirements for warm air central heating appliances,
systems and components in; airing cupboards, compartments, roof spaces, slot-fit and under
stairs installations in order to comply with the manufacturer’s and industry standard’s
requirements
24. define the positioning and fixing requirements for the installation of; warm air ducting, return air
ducting, plenums, plenum adaptors, transfer grilles, registers and grilles
25. explain the industry practices and work standards for connecting to input services including;
gas, electric, ventilation and chimney systems, including natural and fanned air supply
26. define the industry practices and work standards for connecting warm air central heating gas
appliances and components to both new and existing gas, electric, ventilation and chimney
systems
27. explain the industry practices and manufacturer’s requirements for the positioning and the
installation of condensate drain for condensing warm air units
tightness testing and purging to appliances, gas systems and components
29. specify the process and procedures, equipment and legislative requirements for applying
electrical tests to appliances, systems and components to ensure safe functioning, e.g.
preliminary electrical safety checks
30. define the routines and sequences of the maintenance process of warm air central heating
domestic gas appliances, gas systems and components in accordance with manufacturer’s
specification and industry standards
31. define the routines and sequences for re-commissioning warm air central heating domestic gas
appliances, gas systems and components in accordance with manufacturer’s specification and
industry standards
32. state the procedures for checking the correct operation and performance of warm air central
heating gas appliances, gas systems and components and checking against the design
specification
33. state the procedures for checking the correct operation and performance of warm air central
heating gas appliances, gas systems and components to ensure safe functioning
34. state the procedures for checking and confirming the gas system operating pressures
35. state the procedures for checking and confirming the appliance operating pressure and the
heat input
36. describe the tests, checks and use of flue gas analysers which confirm the suitability of the gas
combustion performance
37. describe the tests and checks to confirm the integrity, suitability and performance of the
chimney system
38. explain the tests and checks to confirm the suitability and performance of the ventilation system
39. explain how to complete all maintenance documentation and records to be left with the
property occupier i.e., Benchmarks, Landlord/Home Owner Gas Safety Record, Maintenance
Report Form, etc.
40. describe the measures to prevent un-commissioned gas systems being brought into operation
41. explain the system handover procedures and demonstrating the operation of replacement
systems and components to end users
42. explain the steps to take when problems arise in the work activities
or the environments e.g. waste products such as asbestos, insulation etc
environment e.g. Special Waste Regulations, Hazardous Waste Regulations, Control of Asbestos
at Work Regulations etc
46. explain how to isolate unsafe gas appliances, gas systems and components and application of
the gas industry unsafe situations procedure.
Unit 341 Install domestic gas warm air central heating
appliances
Level: 3
Credit value: 12
UAN: F/502/8299
Unit aim(s)
install, commission and decommission domestic gas warm air central heating appliances.
The scope of work covered by this unit is from the appliance isolation valve to and including the
appliance. Electrical connection (where necessary) will be made to an existing 13 amp 240 volt plug
socket or fused socket outlet or a suitable connection point on the heating wiring system. The range
of warm air appliances (up to 70 kW net input), providing whole house or selective heating, covered
by this unit are:
 Up flow
 Down flow
 Cross (horizontal) flow.
Learning outcomes
There are eight learning outcomes to this unit. The learner will be able to:
1. be able to design gas systems for installing domestic gas warm air central heating appliances
2. be able to plan and prepare work activities for installing domestic gas warm air central heating
appliances
3. be able to de-commission domestic gas warm air central heating appliances
4. be able to install, exchange, and remove domestic gas warm air central heating appliances
5. be able to pre-commission and commission domestic gas warm air central heating appliances
8. be able to install domestic gas warm air central heating appliances.

time basis.
Warm Air Systems and Appliances.

appliances
Outcome 1 Be able to design gas systems for installing
domestic gas warm air central heating appliances
Assessment Criteria
The learner can:
4. check that the proposed positioning of the appliance meets the manufacturer’s and industry
 location
 clearances
5. check that the availability of input services:
 gas
 electricity
meet the appliance manufacturer’s and industry standard’s requirements for the pipework
installation
6. check the:
 size
 location
 availability
of new or existing warm air and return air duct systems are suitable for the installation of
warm air central heating appliances, systems and components
7. check the:
 size
 location
 availability
of plenum adaptors, transfer grilles, registers and grilles are suitable for the installation of
warm air central heating appliances, systems and components
standards
9. prepare a range of design options to meet both customer and industry requirements
10. present design options to the customer using variety of media:
 written
 oral
 drawings
requirements.
appliances
installing domestic gas warm air central heating
appliances
Assessment Criteria
The learner can:
1. produce a risk assessment and method statement that incorporates:
 safety provisions
 access at the work site
 movement and safe storage of installation materials, tools and equipment
 installation
planned work
fit for purpose needed for:
 installation
 commissioning
7. carry out checks, tests and confirm that:
 the gas supply
 the provision of ventilation
meets industry standard’s requirements in relation to other services
8. check the existing installation for unsafe:
 appliances
apply the gas industry unsafe situations procedures to any identified unsafe situations
in relation to other services, i.e. electricity supply
manufacturer’s and industry’s requirements for:
 location
 siting
 clearance.
appliances
Outcome 3 Be able to de-commission domestic gas warm air
central heating appliances
Assessment Criteria
The learner can:
1. check that the:
 gas supply
are in a condition that enables safe appliance de-commissioning
 tests
 procedures
 appliances
 systems
 components
 appliances
 electricity system components.
appliances
Outcome 4 Be able to install, exchange, and remove domestic
gas warm air central heating appliances
Assessment Criteria
The learner can:
1. carry out preparatory work to meet the manufacturer’s installation requirements
2. install the appliance minimising damage to:
3. use the correct tools and equipment for the installation
4. remove any existing gas and electricity system components required for the installation
5. fabricate gas and electricity system components required by the installation
6. position the appliance and confirm it meets the:
 location
 siting
 clearances
7. provide the required ventilation for the appliance installation in accordance with manufacturers
instructions
8. ensure existing gas system is clean and free of debris
9. connect the gas and electricity supply components to the appliance
10. use tightness testing and purging procedures to confirm the integrity of the installed appliance
and gas system
11. use electrical testing procedures to confirm the integrity of the installed electrical system and
appliance
12. carry out precautionary actions to prevent the unauthorised use of potentially unsafe gas
appliances by following isolation procedures and use of warning notices.
appliances
Outcome 5 Be able to pre-commission and commission
domestic gas warm air central heating appliances
Assessment Criteria
The learner can:
1. confirm that the complete appliance installation complies with the:
2. check that the condition of the gas and electricity systems will allow safe commissioning
3. use the correct tools and equipment for commissioning
4. check and confirm the gas system operating pressures meet industry standards
5. check and confirm the appliance:
 heat input
meet industry standard’s and manufacturer’s requirements
6. check the combustion performance visually
7. confirm the operation of the gas appliance and components to ensure they function safely
and operate in accordance with manufacturer’s instructions
8. confirm the electrical system and components function safely and operate in accordance
with the manufacturer’s instructions
9. instruct the customer on the correct:
 operation of the appliance
 gas system
provide the customer with a copy of the appliance user instructions.
appliances
Assessment Criteria
The learner can:
1. liaise with the property occupier and other people who will be affected by the work during
the:
 planning
 installation
 commissioning
processes to minimise disturbance to the job
2. use:
for the appliance to ensure the work is completed in accordance with the specification
5. identify and advise persons that need to be informed of any unsafe situations and actions
required to remedy those situations
6. complete documentation to confirm the safe commissioning of the gas appliance and
components
7. complete gas appliance and system de-commissioning records
8. submit details of installation and exchange appliance(s) to a Gas Work Notification Scheme.
appliances
process
Assessment Criteria
The learner can:
1. report deficiencies in:
 gas supply services
 electricity supply services
2. resolve problems in accordance with approved procedures where pre-commissioning checks
and tests reveal:
 gas appliance
 gas supply
component defects
3. resolve problems in accordance with approved procedures when:
 gas appliances
 gas systems
 components
which are being commissioned, do not meet design requirements
4. report problems in accordance with approved procedures when the:
 gas appliance
 gas system
 component
cannot be restored to full performance.
appliances
Outcome 8 Be able to install domestic gas warm air central
heating appliances
Assessment Criteria
The learner can:
Legislative and Safety Knowledge

1 a interpret regulations and guidance governing health and safety in the workplace,
environmental protection and the use of risk assessments
1 b interpret legislation covering the general responsibilities of the installer for their own safety
and that of others
 The Gas Safety (Installation and Use) Regulations 1998 and associated Approved Code of
Practice Guidance
- Regulation 26 Gas appliances
- Regulation 28 - Access
- Regulation 29 – Manufacturer’s instructions
- Regulation 33 – Testing of appliances
- Regulation 34 – Use of appliances
Installing, commissioning and de-commissioning cookers, tumble dryers and leisure

appliances knowledge
2. implement the health, safety and environmental factors which need to be incorporated in risk
3. apply safe access and working at heights
4. select and use the tools and equipment necessary to provide safe access to work at heights, or
in confined spaces
5. apply the methods of working which protect the building décor, customer property and existing
6. demonstrate the care and maintenance requirements of tools and equipment, and checks for
safe condition
7. select and use the tools, equipment, materials and components required for the gas appliance
and gas system de-commission, installation and commission – ordering, supplying, advising,
checking and delivery procedures
8. demonstrate how to safely secure and store tools, equipment, materials and components to
minimise loss or wastage
10. explain the steps to take, should materials, components, tools and equipment not be available
at the site to commence the de-commissioning, installation and commissioning activity
11. demonstrate how and where to access the required information, ie normative documents,
applicable to the appliance, to ensure the work is done to the specification and industry
standards
13. demonstrate how to measure and record installation and site details for prefabrication
purposes
14. evaluate and confirm that the gas supply, electric supply, chimney system and ventilation
requirements are adequate for installation of the new gas appliance, gas system and
components
15. evaluate and confirm that the gas supply, electric supply, chimney system and ventilation
requirements are adequate for extending the system
16. perform isolation methods, tests, and procedures to de-commission gas and electricity systems
or components
17. apply procedures for temporary and permanent de-commissioning of appliances and systems
including use of temporary continuity bonds
18. explain the precautions to ensure that de-commissioned appliances or systems do not prove a
safety hazard
19. apply measures to prevent de-commissioned appliances or systems being brought into
22. apply the industry practices and work standards for fabricating and installing domestic warm air
central heating appliances and components to comply with the manufacturer’s specification,
industry standards, Gas Safety (Installation and Use) Regulations, British Standards and Building
Regulations
23. apply the procedures and work methods for connecting to input services including; gas,
electric, ventilation and chimney systems
24. apply the procedures and work methods of connecting warm air central heating appliances and
components to both new and existing gas, electricity, ventilation and chimney systems
25. demonstrate the process and procedures, equipment and legislative requirements for applying
26. demonstrate the process and procedures, equipment and legislative requirements for applying
electrical tests to appliances, systems and components to ensure safe functioning ie preliminary
electrical safety checks
27. apply the routines and sequences for commissioning domestic warm air central heating
appliances and components in accordance with manufacturer’s specification and industry
standards
28. apply the procedures for checking the correct operation and performance of domestic warm air
central heating appliances and components and checking against the design specification
29. apply the procedures for checking the correct operation and performance of domestic warm air
central heating appliances and components to ensure safe functioning
30. apply the procedures for checking and confirming the gas system operating pressures
31. apply the procedures for checking and confirming the appliance operating pressure and the
heat input
32. perform the tests, checks and use of flue gas analysers which confirm the suitability of the gas
combustion performance
33. perform the tests and checks to confirm the integrity, suitability and performance of the
chimney system
34. perform the tests and checks to confirm the suitability and performance of the ventilation
system
35. demonstrate how to complete all installation and commissioning documentation and records to
be left with the property occupier, i.e. Benchmarks, Landlord/Home Owner Gas Safety Record,
Chimney/Hearth Notice Plate
36. apply measures to prevent un-commissioned gas appliances and gas systems being brought
into operation utilising safety and warning notices
37. demonstrate the system handover procedures and demonstrating the operation of domestic
warm air central heating appliances and components to end users
or the environment i.e. waste products such as asbestos, insulation, electrical/electronic items
and those containing fluorinated gases as in gas refrigeration appliances
41. demonstrate how and where to access the required information, i.e. Industry Regulations
environment i.e. Special Waste Regulations, Hazardous Waste Regulations, Fluorinated
Greenhouse Gases Regulations (F gas), Control of Asbestos at Work Regulations
42. demonstrate how to isolate unsafe gas appliances, gas systems and components and
application of the gas industry unsafe situations procedure.
Unit 342 Maintain gas water heating and wet central
heating appliances
Level: 3
Credit value: 16
UAN: T/502/8459
Unit aims
The aim of this unit is to assess the competence of individuals to recognised National Occupational
Standards. The unit supports workforce development and describes the competencies necessary to
maintain domestic water heating and wet central heating gas appliances.
The scope of work covered by this unit is the maintenance, commission and decommissions of
water heating and wet central heating domestic gas appliances up to and including the appliance
isolation (service) point supplied with 2nd or 3rd family gases.
Learning outcomes
There are seven learning outcomes to this unit. The learner will be able to:
1. be able to plan and prepare work activities for maintaining water heating and wet central
heating appliances
2. be able to de-commission water heating and wet central heating appliances to industry
standards
3. be able to maintain domestic water heating and wet central heating appliances to industry
standards
4. be able to pre-commission and commission water heating and wet central heating appliances to
industry standards
6. be able to resolve problems which could affect the de-commissioning, maintenance and
7. be able to maintain water heating and wet central heating appliances.

time basis.
(approved National Occupational Standards) Gas Utilisation and Gas Safety NOS DSG 3.5 Maintain
Gas Water Heating and Wet Central Heating Appliances.

heating appliances
maintaining water heating and wet central heating
appliances
Assessment Criteria
The learner can:
1. produce a risk assessment and method statement which incorporates:
 safety provisions on the work site
 movement of people on the site
 movement and safe storage of materials, tools and equipment for the job
 any pre-maintenance damage
and record it
4. protect the work site and the building fabric against possible damage being caused during the
de-commissioning and maintenance process
5. obtain confirmation from the property occupier before the job starts to ensure that they agree
the planned work
6. check and confirm all materials, tools and equipment necessary for the de-commissioning,
maintenance and commissioning process are available as required and are fit for purpose
7. check and confirm that the siting of the appliance meets the manufacturer’s and industry
 location
 siting and clearances
8. confirm that the:
 gas supply, electricity supply ventilation and where required chimney/flue suitability
meet the appliance manufacturer’s and industry standard’s requirements for the installation
9. carry out all necessary checks and tests to confirm the:
 gas supply
 chimney /flue system(where required)
10. check location of condensate disposal is in compliance with appliance manufacturers and
industry standards requirements as necessary
11. check existing installation for any unsafe appliances and system components and apply the gas
industry unsafe situations procedures as required.
heating appliances
Outcome 2 Be able to de-commission water heating and wet
central heating appliances to industry standards
Assessment Criteria
The learner can:
 gas
 electricity
systems will permit safe de-commissioning
3. use designated:
 safe isolation methods
 tests
 procedures
to de-commission gas and electricity systems and components
 appliances
 systems
 components
 appliances
 electricity system components
as required.
heating appliances
Outcome 3 Be able to maintain domestic water heating and
wet central heating appliances to industry
standards
Assessment Criteria
The learner can:
1. carry out preparatory work to meet the maintenance requirements
2. remove existing gas and electricity system components as required by the maintenance
activities
3. carry out the maintenance process in accordance with:
4. carry out the maintenance process, minimising damage to:
5. use the correct tools and equipment for maintenance work activities
6. re-position the appliance and confirm it meets the:
 location
 siting
 clearances
7. check existing ventilation for appliances and system meets industry requirements for the
installation
9. re-connect:
 gas
 electricity
system components to the appliance
10. use tightness testing and purging procedures to confirm the integrity of the re-connected gas
11. use electrical testing procedures to confirm the integrity of the re-installed electrical system and
appliance
12. use industry standard checks and testing procedures to confirm the integrity of the existing
chimney system and appliance flue seals where required.
heating appliances
Outcome 4 Be able to pre-commission and commission water
heating and wet central heating appliances to
industry standards
Assessment Criteria
The learner can:
1. confirm the complete appliance installation complies with:
 the manufacturer’s specification
 Gas Safety (Installation and Use)Regulations,
 British Standards and Building Regulations
 gas
 electricity
systems will permit safe commissioning
3. use the correct tools and equipment for commissioning activities
4. check that the gas system operating pressures meet industry standards
5. check the appliance in accordance with industry standards and manufacturer’s requirements
for:
 heat input
6. check the combustion performance as required:
 visually
 by flue gas analysis
7. test chimney performance and reconfirm it performs according to (where required):
 manufacturer’s instructions
8. check that the ventilation requirements meet current industry standards for the installation
9. check the operation of the:
 gas appliance
 gas system
 gas components
to ensure they function safely and operate in accordance with manufacturer’s instructions
10. check the:
 electrical system
 electrical components
function safely and operate in accordance with the manufacturer’s instructions
11. explain to the property occupier the correct operation of the:
 appliance
 gas system
and provide them with their copy of the appliance literature
12. take precautionary actions by isolation procedures and use of warning notices to prevent the
unauthorised use of uncommissioned:
 gas appliances
 gas systems
 electrical systems and components.
heating appliances
Assessment Criteria
The learner can:
1. liaise with the property occupier and other people who will be affected by the work in order
to minimise disturbance to the job during:
 planning
 installation commissioning
processes
2. use normative documents, such as:
 manufacturer’s instructions for the appliance
to ensure the work is done to specification
those situations
7. complete records and documentation confirming the safe maintenance of:
 gas appliances
 systems
 components
8. complete commissioning and de-commissioning records for:
 gas appliance
 gas system as required
and ensure they are stored securely.
heating appliances
de-commissioning, maintenance and
Assessment Criteria
The learner can:
1. rectify and report deficiencies in gas and electric input services
2. resolve problems in accordance with approved procedures where pre-maintenance checks
and tests reveal gas appliance, gas system or component defects
3. resolve problems in accordance with approved procedures when gas appliances, gas
systems and components being commissioned do not meet design requirements
4. resolve problems in accordance with approved procedures when the gas appliance, the gas
system or component cannot be restored to full performance.
heating appliances
Outcome 7 Be able to maintain water heating and wet central
heating appliances
Assessment Criteria
The learner can:
assessment for the domestic maintenance process
confined spaces
condition
6. state the tools, equipment, materials and components required for the gas system de-
commission, maintenance and commission – ordering, supplying, advising, checking and
delivery procedures
7. explain how to safely secure and store tools, equipment, materials and components to
8. describe the potential hazards that could arise from all de-commissioning, maintenance and
9. explain the steps to take should materials, components, tools and equipment not be
available at the site to commence the de-commissioning, maintenance and commissioning
activity
applicable to the gas system and appliance, to ensure the work is done to the specification
and industry standards
12. describe how to confirm that the gas supply, electric supply, chimney system and ventilation
requirements are adequate for existing gas appliances, systems, or components
13. state safe isolation methods, tests, and procedures to de-commission gas and electricity
14. state safe isolation methods, tests, and procedures for temporary and permanent de-
15. explain the precautions to ensure that de-commissioned gas and earthing systems do not
prove a safety hazard
16. describe measures to prevent de-commissioned appliances or systems being brought into
17. explain how to liaise with others whose procedures or routines may be affected by the
18. describe the points in the de-commissioning, maintenance and re-commissioning process
where co-operation and liaison with other trades and property occupier may be required
19. state the industry practices and work standards for fabricating and installing water heating
and wet central heating gas appliances, systems and components to comply with the
manufacturer’s specification, industry standards, Gas Safety (Installation and Use)
Regulations, British Standards and Building Regulations
20. state the positioning and fixing requirements for water heating and wet central heating gas
appliances, systems and components to comply with the manufacturer’s specification,
industry standards, Gas Safety (Installation and Use) Regulations, British Standards and
Building Regulations
21. state the positioning and fixing requirements for water heating and wet central heating gas
appliances, systems and components in; airing cupboards, compartments, roof spaces and
external installations in order to comply with the manufacturer’s specification and industry
standards
22. explain the industry practices and manufacturer’s requirements for the positioning and the
installation of condensate drain for condensing boilers
23. describe the procedures and work methods for connecting to input services including; gas,
24. state the procedures and work methods of connecting water heating and wet central
heating gas appliances and components to both new and existing gas, water, electric,
ventilation and chimney systems
25. explain the process and procedures, equipment and legislative requirements for applying
electrical safety tests to appliances, systems and components to ensure safe functioning
27. describe the routines and sequences of the maintenance process of water heating and wet
central heating domestic gas appliances, gas systems and components in accordance with
manufacturer’s specification and industry standards
28. describe the routines and sequences for re-commissioning water heating and wet central
heating domestic gas appliances, gas systems and components in accordance with
manufacturer’s specification and industry standards
29. explain the procedures for checking the correct operation and performance of water
heating and wet central heating gas appliances, gas systems and components and checking
against the design specification
30. explain the procedures for checking the correct operation and performance of water
heating and wet central heating gas appliances, gas systems and components to ensure
safe functioning
31. explain the procedures for checking that the hot water performance of water heating gas
appliances and combination boilers complies with the manufacturer’s specification i.e.,
there is sufficient pressure and flow rate and correct temperatures are achieved
33. describe the procedures for checking and confirming the appliance operating pressure and
the heat input
34. describe the tests, checks and use of flue gas analysers which confirm the suitability of the
gas combustion performance
chimney system
36. describe the tests and checks to confirm the suitability and performance of the ventilation
system
37. explain how to complete all maintenance documentation and records to be left with the
property occupier i.e., Benchmarks, Landlord/Home Owner Gas Safety Record, Maintenance
Report Form etc
38. describe the measures to prevent un-commissioned gas systems being brought into
39. explain the system handover procedures and demonstrating the operation of replacement
systems and components to end users
40. explain the steps to take when problems arise in the work activities
41. describe job management structures and methods of reporting and recording job progress
or problems delaying progress
42. describe how to safely collect and dispose of system contents that may be hazardous to
health or the environment, e.g. waste products such as asbestos, insulation, etc
environment, e.g. Special Waste Regulations, Hazardous Waste Regulations, Control of
Asbestos at Work Regulations, etc
44. explain how to isolate unsafe gas appliances, gas systems and components and application
of the gas industry unsafe situations procedure.
Unit 343 Install domestic gas water heaters and wet
Level: 3
Credit value: 18
UAN: Y/502/8454
Unit aims
install, commission and decommission domestic gas water heaters and wet central heating
appliances.
The scope of work covered by this unit is from the appliance shut-off valve to and including the
appliance, locating and fixing the appliance to the wall, connecting and assembling the chimney
components to the appliance, drilling the wall to accommodate the chimney assembly and
connecting the appliance to water supplies. Electrical connection will be made either to an existing
13 amp 240 volt plug socket, fused socket outlet or to a suitable connection point on the central
heating wiring system.
The range of appliances, fitted in domestic and or small commercial premises, covered by this unit
are:
 Instantaneous single and multipoint flued and flueless water heaters
 Back boiler units not exceeding 70 kW net
 Open, balanced and fan assisted, system, combination and condensing boilers not
exceeding 70 kW net
 Storage hot water boilers not exceeding 70 kW net
 Swimming pool boilers not exceeding 140 kW
Learning outcomes
There are eight learning outcomes to this unit. The learner will be able to:
1. be able to design gas systems for installing domestic gas water heaters and wet central
heating appliances
2. be able to plan and prepare work activities for installing domestic gas water heaters and wet
3. be able to de-commission domestic gas water heaters and wet central heating appliances
4. be able to install, exchange, and remove domestic gas water heaters and wet central
heating appliances
5. be able to pre-commission and commission domestic gas water heaters and wet central
heating appliances
8. be able to carry out installing, commissioning and de-commissioning domestic gas water
heaters and wet central heating appliances.

part-time basis.
Water Heating and Wet Central Heating Appliances.


 A portfolio of evidence.
Outcome 1 Be able to design gas systems for installing
domestic gas water heaters and wet central
heating appliances
Assessment Criteria
The learner can:
 record details of any features that may effect the installation
4. check that the proposed positioning of the appliance meets the manufacturer’s and industry
 location
 clearances
5. check that the availability of input services meet the appliance manufacturer’s and industry
standard’s requirements for the appliance installation
6. check the size, location and availability of input services meet the:
 appliance manufacturer’s
requirements for the installation of:
 gas supply
 chimney suitability
 the provision of ventilation
7. check proposed location of condensate disposal is in compliance with:
 appliance manufacturer’s instructions
standards
9. prepare a range of design options to meet:
 customer
 industry
requirements
10. present design options to the customer using a variety of media:
 written
 oral
 drawings
requirements.
installing domestic gas water heaters and wet
Assessment Criteria
The learner can:
1. carry out a risk assessment that incorporates:
 safety provisions
 access at the work site
 movement and safe storage of installation materials, tools and equipment
 installation
planned work
fit for purpose, needed for:
 installation
 commissioning
7. carry out checks and tests to confirm the:
 gas supply
meet the industry standard’s requirements for the installation
8. check existing installation for any unsafe appliances and system components apply the gas
industry unsafe situations procedures as required
in relation to other services, i.e. electricity supply
10. confirm the suitability of the proposed location of condensate disposal as required
in relation to other services, ie electricity supply
manufacturer’s and industry’s requirements for:
 location
 siting
 clearance.
Outcome 3 Be able to de-commission domestic gas water
heaters and wet central heating appliances
Assessment Criteria
The learner can:
1. check that the:
 gas supply
is in a condition that enables safe appliance de-commissioning
 tests
 procedures
 appliances
 systems
 components
 appliances
 electricity system components.
Outcome 4 Be able to install, exchange, and remove domestic
gas water heaters and wet central heating
appliances
Assessment Criteria
The learner can:
1. carry out preparatory work to meet the manufacturer’s installation requirements
2. install the appliance minimising damage to:
3. select and use the correct tools and equipment for the installation
4. remove any existing gas and electricity system components required for the installation
5. fabricate gas and electricity system components required by the installation
6. position the appliance and confirm it meets the:
 location
 siting
 clearances
7. provide the required ventilation for the appliance installation in accordance manufacturer’s
instructions
8. ensure existing gas systems are clean and free from debris
9. fix and connect the:
 gas supply
 electricity supply components
to the appliance
10. fix and connect the condensate disposal system as required
11. use tightness testing and purging procedures to confirm the integrity of the installed gas
12. use electrical testing procedures to confirm the integrity of the installed electrical system
and appliance
13. use industry:
 standard checks
 testing procedures
to confirm the integrity of the newly installed or existing chimney system and appliance flue
seals
14. carry out precautionary actions to prevent the unauthorised use of:
 uncommissioned gas appliances
 gas systems
 electrical systems
 components
by following isolation procedures and use of warning notices.
Outcome 5 Be able to pre-commission and commission
domestic gas water heaters and wet central
heating appliances
Assessment Criteria
The learner can:
1. confirm that the complete appliance installation complies with the:
2. check that the condition of the gas and electricity systems will allow safe commissioning
3. use the correct tools and equipment for commissioning
4. check and confirm the gas system operating pressures meet industry standards
5. check and confirm the appliance:
 heat input
meet industry standard’s and manufacturer’s requirements/instructions
6. check the combustion performance by:
 visual inspection
 conducting flue gas analysis using an electronic flue gas analyser
7. confirm the operation of the gas appliance and components to ensure they function safely
and operate in accordance with manufacturer’s instructions
8. test chimney performance and reconfirm it performs according to manufacturer’s and
industry requirements
9. confirm the electrical system and components function safely and operate in accordance
with the manufacturer’s instructions
10. instruct the customer on the correct operation of the:
 appliance
 gas system
11. provide customer with a copy of the appliance literature
12. check and confirm the operation of the condensate disposal system.
Assessment Criteria
The learner can:
1. liaise with the property occupier and other people who will be affected by the work during
the:
 planning
 installation
 commissioning
processes to minimise disturbance to the job
2. use:
for the appliance to ensure the work is completed in accordance with the specification
5. identify and advise persons that need to be informed of any unsafe situations and actions
required to remedy those situations
6. complete documentation to confirm the safe commissioning of the gas appliance and
components
7. complete gas appliance and system de-commissioning records
8. submit details of installation and exchange appliance(s) to a Gas Work Notification Scheme.
process
Assessment Criteria
The learner can:
1. report deficiencies in:
 gas supply services
 electricity supply services
2. resolve problems in accordance with approved procedures where pre-commissioning
checks and tests reveal:
 gas appliance
 gas supply
 component defects
3. resolve problems in accordance with approved procedures when:
 gas appliances
 gas systems
 components
that are being commissioned do not meet design requirements
4. report problems in accordance with approved procedures when the:
 gas appliance
 gas system
 component
cannot be restored to full performance.
Outcome 8 Be able to carry out installing, commissioning and
de-commissioning domestic gas water heaters and
wet central heating appliances
Assessment Criteria
The learner can:
Legislative and Safety Knowledge
1 a interpret regulations and guidance governing health and safety in the workplace,
environmental protection and the use of risk assessments
1 b interpret legislation covering the general responsibilities of the installer for their own safety
and that of others
 The Gas Safety (Installation and Use) Regulations 1998 and associated Approved Code of
Practice Guidance:
- Regulation 26 Gas appliances
- Regulation 28 - Access
- Regulation 29 – Manufacturer’s instructions
- Regulation 33 – Testing of appliances
- Regulation 34 – Use of appliances
Installing, commissioning and de-commissioning domestic gas water heaters and wet
central heating appliances knowledge
3. explain safe access and working at heights
confined spaces
condition
7. state the tools, equipment, materials and components required for the gas appliance and
gas system de-commission, installation and commission – ordering, supplying, advising,
checking and delivery procedures
8. explain how to safely secure and store tools, equipment, materials and components to
10. explain the steps to take should materials, components, tools and equipment not be
available at the site to commence the de-commissioning, installation and commissioning
activity
applicable to the appliance, to ensure the work is done to the specification and industry
standards
13. explain how to measure and record installation and site details for prefabrication purposes
14. explain how to confirm that the gas supply, electric supply, chimney system and ventilation
requirements are adequate for installation of the new gas appliance, gas system and
components
15. explain how to confirm that the gas supply, electric supply, chimney system and ventilation
requirements are adequate for extending the system
16. describe isolation methods, tests, and procedures to de-commission gas and electricity
17. state procedures for temporary and permanent de-commissioning of appliances and
systems including use of temporary continuity bonds
18. explain the precautions to ensure that de-commissioned appliances or systems do not
prove a safety hazard
19. describe measures to prevent de-commissioned appliances or systems being brought into
21. summarise the points in the de-commissioning, installation and commissioning process
where co-operation and liaison with other trades and property occupier may be required
22. explain the industry practices and work standards for fabricating and installing domestic gas
cookers, tumble dryers, leisure appliances, gas systems and components to comply with the
manufacturer’s specification, industry standards, Gas Safety (Installation and Use)
Regulations, British Standards and Building Regulations
23. state the procedures and work methods for connecting to input services including; gas,
24. state the procedures and work methods of connecting domestic gas cookers, tumble
dryers, leisure appliances and components to both new and existing gas, electric,
ventilation and chimney systems
25. state the process and procedures, equipment and legislative requirements for applying
26. state the process and procedures, equipment and legislative requirements for applying
electrical tests to appliances, systems and components to ensure safe functioning, i.e.
preliminary electrical safety checks
27. explain the routines and sequences for commissioning domestic gas cookers, tumble
dryers, leisure appliances, gas systems and components in accordance with manufacturer’s
specification and industry standards
28. state the procedures for checking the correct operation and performance of domestic gas
cookers, tumble dryers, leisure appliances, gas systems and components and checking
against the design specification
29. state the procedures for checking the correct operation and performance of domestic gas
cookers, tumble dryers, leisure appliances, gas systems and components to ensure safe
functioning
31. state the procedures for checking and confirming the appliance operating pressure and the
heat input
32. describe the tests, checks and use of flue gas analysers which confirm the suitability of the
gas combustion performance
chimney system
34. describe the tests and checks to confirm the suitability and performance of the ventilation
system
35. explain how to complete all installation and commissioning documentation and records to
be left with the property occupier, i.e., Benchmarks, Landlord/Home Owner Gas Safety
Record, Chimney/Hearth Notice Plate
36. describe measures to prevent un-commissioned gas appliances and gas systems being
brought into operation utilising safety and warning notices
37. explain the system handover procedures and demonstrating the operation of domestic gas
cookers, tumble dryers, leisure appliances, gas systems and components to end users
39. describe job management structures and methods of reporting and recording job progress
or problems delaying progress
40. describe how to safely collect and dispose of system contents that may be hazardous to
health or the environment ie waste products such as asbestos, insulation,
electrical/electronic items and those containing fluorinated gases as in gas refrigeration
appliances
41. demonstrate how and where to access the required information, i.e. Industry Regulations
environment ie Special Waste Regulations, Hazardous Waste Regulations, Fluorinated
Greenhouse Gases Regulations (F gas), Control of Asbestos at Work Regulations
42. explain how to isolate unsafe gas appliances, gas systems and components and application
of the gas industry unsafe situations procedure.
Unit 344/026 Understand and apply domestic sanitation
Level: 3
Credit value: 8
UAN: D/502/9696
Unit aim(s)
This knowledge unit provides learning in systems and layouts, design techniques and apply them to
systems, installation requirements, fault diagnostics and rectification. Know commissioning
requirements and apply them to pipework and system components.
Learning outcomes
1. know the types of sanitation system and their layout requirements
2. know the design techniques for sanitation and rainwater systems
3. be able to apply design techniques for sanitation and rainwater systems
4. understand the installation requirements of sanitation system components
5. know the fault diagnosis and rectification procedures for sanitary pipework systems and
components
6. be able to diagnose and rectify faults in sanitary pipework systems and components
7. know the commissioning requirements of sanitary pipework systems and components
8. be able to commission sanitary pipework systems and components.

time basis.



Sanitation
 BS 6465 part 2 - Code of practice for space requirements for sanitary appliances
 BS EN 12056 part 2 - BS EN 12056: 2 - Gravity drainage systems inside buildings. Sanitary
pipework, layout and calculation
 Building Regulations Approved Document H (N in Northern Ireland), freely downloaded at
Outcome 1 Know the types of sanitation system and their
layout requirements
Assessment Criteria
The learner can:
1. state 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
2. clarify 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
3. analyse the working principles and layout features for foul tanks in sanitation systems:
 cesspits
 septic tanks
4. state the periodic maintenance and cleaning requirements of foul tanks:
 cesspits
 septic tanks
5. analyse the working principles and system layout features of specialist sanitary
components:
 WC macerators
 waste water lifters
 sink waste disposals.
Outcome 2 Know the design techniques for sanitation and
rainwater systems
Assessment Criteria
The learner can:
1. define the factors which affect the selection of sanitation systems for dwellings
2. state the criteria used when selecting sanitation systems and appliances:
 customers’ needs
3. interpret information sources required when undertaking design work for sanitation
systems:
4. specify the fire stopping arrangements required under statutory legislation as they apply to
sanitary pipework passing between fire compartments in a dwelling
5. calculate the sanitary provision requirements for dwellings
6. clarify the method of sizing and selecting the correct gradient for branch pipework used in
sanitary pipework systems
7. clarify the methods used when designing a sanitary pipework system:
 main stack size
 branch pipework sizes
 ventilation requirements:
- air admittance valves
- ventilating pipes
8. clarify the methods used when designing a rainwater system:
 roof area calculations
 gutter type selection
 outlet positioning
9. calculate the size of sanitary pipework used in single occupancy dwellings:

 main stack size
 branch pipework size
 stack vent size
10. calculate the size of rainwater system components used with single occupancy and multiple
terraced properties:
 outlet requirements
 gutter requirements
 rainwater pipe requirements
Outcome 3 Be able to apply design techniques for sanitation
and rainwater systems
Assessment Criteria
The learner can:
1. use information sources when undertaking design work for sanitation systems:
2. calculate the size of sanitary pipework used in single occupancy dwellings. simple
calculations of:
 main stack size
 branch pipework size
 stack vent size
3. calculate the size of rainwater system components used with single occupancy and multiple
terraced properties:
 outlet requirements
 gutter requirements
 rainwater pipe requirements
Outcome 4 Understand the installation requirements of
sanitation system components
Assessment Criteria
The learner can:
1. state the layout features for walk in wet rooms in dwellings
2. specify the installation and fixing methods for components of walk in wet rooms used in
dwellings
3. specify the positioning and fixing methods for designer sanitary appliances used in
dwellings:
 glass sanitary appliances
 antique style sanitary appliances
 sanitary appliances with floor mounted taps
4. state how to assemble and prepare for the installation of sanitation system components:
 WC macerator
 waste water lifter
 sink waste disposal unit
5. specify 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
6. specify the methods for positioning and fixing sink waste disposal units:
 reference to manufacturer’s instructions
 trapping and branch discharge pipework requirements.
procedures for sanitary pipework systems and
components
Assessment Criteria
The learner can:
requirements of sanitation system components
3. propose routine checks and diagnostics on sanitation system components as part of a fault
finding process:
- WC macerators
- waste water lifters
- sink waste disposal units
4. specify methods of repairing faults in sanitation components:
 WC macerators
 waste water lifters
 sink waste disposal units
 air admittance valves
5. specify methods of safely isolating sanitation system components to prevent them being
6. define procedures for diagnosing faults in macerator units.
Outcome 6 Be able to diagnose and rectify faults in sanitary
Assessment Criteria
The learner can:
requirements of sanitation system components
2. isolate sanitation system components to prevent them being brought into operation before
3. carry out diagnostic tests to locate faults in macerator units.
Outcome 7 Know the commissioning requirements of sanitary
Assessment Criteria
The learner can:
1. interpret information sources required to complete commissioning work on sanitation
systems
2. state the checks to be carried out during a visual inspection of a sanitation system to
confirm that it is ready to be operated
3. identify how to carry out an air test on a sanitary pipework system to industry requirements
4. state how to performance test sanitation systems to test for trap seal retention
5. specify the commissioning procedures for macerator type WCs
6. specify the actions that must be taken when commissioning reveals defects in sanitation
systems
sanitation system
Outcome 8 Be able to commission sanitary pipework systems
and components
Assessment Criteria
The learner can:
1. carry out a visual inspection of a sanitation system to confirm that it is ready to be operated
2. perform an air test on a sanitary pipework system to industry requirements
3. 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
4. commission a WC with macerator pump installation.
domestic plumbing and heating systems
Level: 3
Credit value: 3
UAN: K/502/9298
Unit aim(s)
The aim of this unit is to enable learners to demonstrate occupational competence in the selection
of components, the preparation of work sites, to install, commission, diagnose and rectify faults.
Learning outcomes
1. be able to select plumbing and heating systems and components for application the
workplace
2. be able to prepare work sites for the installation of plumbing and heating systems and
3. be able to install plumbing and heating systems and components in the workplace
4. be able to commission plumbing and heating systems in the workplace
5. be able to diagnose faults in plumbing and heating components in the workplace
6. be able to rectify faults in plumbing and heating components in the workplace.

part-time basis.


Outcome 1 Be able to select plumbing and heating systems
and components for application the workplace
Assessment Criteria
The learner can:
1. obtain details of the customer job requirement:
 by face to face site visit
 by taking details from plans, drawings and specifications
2. discuss and agree initial system and component options with the customer:
 cold water systems
 sanitation systems and sanitary appliances
 gravity rainwater systems
3. calculate the size and quantities of components required for systems installation
4. present design calculations and information to the customer
5. obtain agreement from the customer to progress plumbing and heating work:
 items of small jobbing (maintenance) type work
 full system/component installation work
6. apply changes to customer job requirements and obtain customer agreement to those
changes.
Outcome 2 Be able to prepare work sites for the installation of
plumbing and heating systems and components in
the workplace
Assessment Criteria
The learner can:
1. use job information to plan the installation work
2. confirm the position of pipework and components with other persons before commencing
the installation work
3. comply with health and safety requirements when carrying out the installation work
4. prepare a safe and unobstructed access route to the work areas to carry out the installation
work
5. arrange for all tools, equipment and materials to be available to undertake the installation
work
6. use job information to identify the location of the building fabric that requires preparatory
work to be carried out
before carrying out the installation work
9. carry out preparatory work to the building fabric.
Outcome 3 Be able to install plumbing and heating systems and
Assessment Criteria
The learner can:
1. confirm that the incoming or outgoing main supplies meet the requirements of the system
or component being installed
2. measure and mark out the position of the components to be installed:
 system pipework
 main system components
 system controls
3. make pipework and component fixings to the building fabric
4. position and fix pipework and components to the building fabric:
 copper
 plastics
5. connect pipework to system controls and main components:
 sanitation systems
6. connect system pipework to incoming supplies or outgoing services:
 existing system pipework and components
 cold water supply pipework
 below ground drainage pipework
7. carry out installation work, minimising the wastage of equipment and materials
8. take precautions to ensure that the system cannot be brought into operation before the
Outcome 4 Be able to commission plumbing and heating
systems in the workplace
Assessment Criteria
The learner can:
1. carry out a visual inspection of the system to be tested to make sure that it is ready to be
filled with water
2. charge the system to normal operating pressure and check for leakage:
3. perform a soundness test to industry requirements on the installed system:
 sanitation systems
4. flush the system with cold water on completion of soundness testing
5. rectify any leakage from the system found during the soundness test procedure
6. re-fill the system treating the contents with additives as appropriate
7. operate the system and take performance readings in order to compare them to the design
specifications:
 mechanical component readings
 electrical component readings
8. adjust system controls to establish that the system operates to its design specifications
9. carry out remedial work to systems when commissioning reveals that the system does not
work to the design specifications
10. prepare commissioning records for completed systems
11. instruct the customer in the efficient and effective operation of the system.
Outcome 5 Be able to diagnose faults in plumbing and heating
Assessment Criteria
The learner can:
1. use job information to plan the fault diagnosis work
2. comply with health and safety requirements when carrying out fault diagnosis work
3. prepare a safe and unobstructed access route to the work areas to carry out the fault
diagnosis work
4. arrange for all required tools, equipment and materials to be available to undertake the fault
diagnosis work
before carrying out the fault diagnosis work
7. establish details of the fault from other persons
8. test the component to diagnose the cause of the fault.
Outcome 6 Be able to rectify faults in plumbing and heating
Assessment Criteria
The learner can:
1. liaise with other persons to reach agreement on the rectification work to be carried out
2. isolate unsafe components that are not to be rectified and leave the component in a safe
condition
3. isolate the component from the supply source or outgoing service:
 turn off the electricity and fuel supply to the component
 turn off the water supply to the component
 prevent the use of sanitary appliances
4. drain the component contents
5. take precautions to ensure that the component cannot be brought back into operation
before the rectification work is complete
6. carry out the rectification or replacement of the component to industry requirements
7. reinstate the supply or service to the component
8. test the component for effective operation
9. advise other persons that work on the system or component has been successfully
completed
10. complete the details contained in a maintenance record for the system or component.
Appendix 1 Sources of general Information
The following documents contain essential information for centres delivering City & Guilds
qualifications. They should be referred to in conjunction with this handbook. To download the
documents and to find other useful documents, go to the Centres and Training Providers
homepage on www.cityandguilds.com.
Centre Manual - Supporting Customer Excellence contains detailed information about the
processes which must be followed and requirements which must be met for a centre to achieve
‘approved centre’ status, or to offer a particular qualification, as well as updates and good practice
exemplars for City & Guilds assessment and policy issues. Specifically, the document includes
sections on:
 The centre and qualification approval process
 Assessment, internal quality assurance and examination roles at the centre
 Registration and certification of candidates
 Non-compliance
 Complaints and appeals
 Equal opportunities
 Data protection
 Management systems
 Maintaining records
 Assessment
 Internal quality assurance
 External quality assurance
Our Quality Assurance Requirements encompasses all of the relevant requirements of key
regulatory documents such as:
 Regulatory Arrangements for the Qualifications and Credit Framework (2008)
 SQA Awarding Body Criteria (2007)
 NVQ Code of Practice (2006)
and sets out the criteria that centres should adhere to pre and post centre and qualification
approval.
Access to Assessment & Qualifications provides full details of the arrangements that may be
made to facilitate access to assessments and qualifications for candidates who are eligible for
adjustments in assessment.
The centre homepage section of the City & Guilds website also contains useful information such
on such things as:
 Walled Garden: how to register and certificate candidates on line
 Qualifications and Credit Framework (QCF): general guidance about the QCF and how
qualifications will change, as well as information on the IT systems needed and FAQs
 Events: dates and information on the latest Centre events
 Online assessment: information on how to register for e-assessments.
Appendix 2 EU Skills Assessment Strategy
Requirements for Scheme Staff
Assessors
General
The centre must nominate all Assessors to the Awarding Body for approval prior to them
conducting any assessments. Assessors may be employed by the Centre (Centre Based Assessors)
or be work based (Workplace Assessors) who may or may not be from the same organisation as the
Learners.
Assessors must be vocationally and occupationally competent in the areas they are assessing and
have a thorough knowledge of the National Occupational Standards
In addition to the qualifications listed below, the Assessor must be able to provide appropriate
documented evidence that demonstrates they have a minimum of 5 years proven occupational
experience in the activities they will be assessing. Particular attention should be paid to providing
evidence of occupational experience in the gas safety critical areas being assessed.
Where Assessors undertake assessments in the workplace, and are not supported by a suitable gas
operative, then they or their employer must be a member of an appropriate Gas Registration Body
in accordance with the Gas Safety (Installation and Use) Regulations. In these circumstances they
should also hold suitable insurance for this activity.
Qualifications
Assessors must be technically qualified in domestic gas installation / maintenance and hold one of
the following qualifications
 C&G / SQA - S/NVQ in Domestic Natural Gas (Level 3); or
 C&G - 662 Certificate for Service Engineers (Gas); or
 C&G - 598-2 Certificate in Gas Installation Studies; or
 C&G - 660 Certificate in Gas Fitting - Final
In addition to the above qualifications, all Assessors must hold a current certificate of gas safety
competence in the areas of gas work they will be assessing that is not more than 5 years old (either
current ACS Certificates of Gas Safety Competence or a 6012 S/NVQ are acceptable).
While holding one of the previously listed qualifications is not a mandatory requirement in this case,
Assessors must be technically qualified in domestic gas installation / maintenance and hold a
current certificate of gas safety competence that includes Gas Metering and is not more than 5
years old (either current ACS Certificates of Gas Safety Competence or a 6012 S/NVQ are
acceptable).
‘Centre Based Assessors’ must hold:
 QCF Level Three Award “Assessing Vocational Related Achievement – in Centres/Colleges or
Training Providers”
or
 QCF Level Three Certificate “Assessing Vocationally Related Achievement – in Centres/Colleges
and The Workplace”
or
 A1 or D32 /D33 with an Upgrade to A1 as a minimum *
‘Workplace Assessors’ must hold

 QCF Level Three Award “Assessing Competence in the Workplace Environment”
 A2 or D32 with an upgrade to A2 as a minimum *
* The Teaching Qualification for Secondary Education (TQSE) or the Teaching Qualification for
Further Education (TQFE) (which is recognised in Scotland) these awards are acceptable providing
they are the versions that are recognised as equivalents to the A1 award. Assessors holding D units
must have evidence of Continuing Professional Development (CPD) to demonstrate compliance with
the A units
A qualified Assessor shall supervise ‘Candidate Assessors’ who are working towards their Assessor
qualifications. They should have a clear action plan for achieving the Assessor qualification(s) (this
does not apply to Independent Assessors who must hold the appropriate Assessor qualification).
Assessor approval will be withdrawn if the qualification / units have not been attained within the
approved period (18 months).
Evidence of CPD will be sought by the External Verifier for all Assessors approved to assess for the
centre.
Internal Quality assurance (internal verifiers)
General
The centre must nominate all Internal Verifiers to the Awarding Body for approval prior to them
conducting any verification activities. Internal Verifiers can be employed by the centre or be work
based who may or may not be from the same organisation as the learners.
Internal Verifiers must be vocationally and occupationally competent in the areas they are verifying
and have a thorough knowledge of the National Occupational Standards.
In addition to the qualifications listed below, the Internal Verifiers must be able to provide
appropriate documented evidence that demonstrates they have a minimum of 5 years proven
occupational experience in the activities they will be verifying. Particular attention should be paid to
providing evidence of occupational experience in the gas safety critical areas being verified.
Qualifications:
Internal Verifiers shall be technically qualified in domestic gas installation / maintenance and hold
one of the following qualifications:
 C&G / SQA - S/NVQ in Domestic Natural Gas (Level 3); or
 C&G - 662 Certificate for Service Engineers (Gas); or
 C&G - 598-2 Certificate in Gas Installation Studies; or
 C&G - 660 Certificate in Gas Fitting - Final
In addition to the above the Internal Verifier must hold a current certificate of gas safety
competence in the areas of gas work they will be internally verifying that is not more than 5 years
old (either current ACS Certificates of Gas Safety Competence or a 6012 Domestic Natural Gas
S/NVQ are acceptable).
Where the Internal Verifiers themselves do not hold a suitable technical qualifications they must
have access to technical expertise from qualified personnel, who hold the relevant qualifications, to
support them where the verification requires technical support and interpretation.
Internal Verifiers must hold the following:

 QCF Level Four Award “ Internal Quality assurance of assessment processes and practice” or
QCF Level Four Certificate “leading the Internal Quality assurance of assessment processes and
practice”
OR
 A1 or D32/D33 with an upgrade to A1 as a minimum*
 V1 or D34 with an upgrade to V1 as a minimum*
* The Teaching Qualification for Secondary Education (TQSE) or the Teaching Qualification for
Further Education (TQFE) (which is recognised in Scotland) these awards are acceptable providing
they are the versions that are recognised as equivalents to the A1 award. Internal Verifiers holding
D units must have evidence of CPD to demonstrate compliance with the A and V units
It is recommended that ‘Candidate Internal Verifiers’ have a clear action plan for achieving the
Internal Verifier qualification(s).
Internal Verifier approval will be withdrawn if the qualification / units have not been attained within
the approved period (18 months).
Electrical and Plumbing Assessor/Internal verifier Competence

The requirements for staff delivering and assessing the plumbing and electrical activities contained
in this qualification are set out in the Summit Skills Consolidated Assessment Strategy for
Units and Qualifications of “Occupational Competence” in the Credit Framework (England,
Northern Ireland and Wales) for the Building Services Engineering Sector.
In general terms Gas Assessors and Internal Verifiers who meet the criteria to assess and internally
verify the gas components of these QCF awards will be eligible to assess and internally verify
plumbing and/or electrical activities, provided that they can demonstrate the additional
competence and experience required to competently assess electrical and/or plumbing work.
Additional evidence for this competence and experience may be in the form of relevant
plumbing/electrical qualifications, minimum technical competence type awards, building
regulations competent persons schemes, CPD records and suitable work experience. This is not an
exhaustive list and centres must submit requests to confirm the acceptability of other qualifications
and experience to their External Verifier who will then seek approval from Summit Skills.
Electrical and Plumbing units of Competence
The units in scope of these additional Assessor/IV requirements are:
 DMES 02 Understand and apply domestic cold water system installation and maintenance
techniques
 DMES 03 Understand and apply domestic hot water system installation and maintenance
techniques
 DMES 04 Understand and apply domestic central heating system installation and maintenance
techniques
 DMES 05 Understand and apply domestic cold water system installation, commissioning, service
 DMES 06 Understand and apply domestic hot water system installation, commissioning, service
 DMES 07 Understand and apply domestic central heating system installation, commissioning,
 DHTG 02 Install and maintain domestic heating systems
 DHTG 04 Install, commission, service and maintain domestic heating systems
 MES 02 Understand and carry out electrical work on domestic plumbing and heating systems
and components
Requirements For Assessment

The Domestic Natural Gas QCF qualifications (NVQs) are assessed through a combination of
workplace assessment, simulation assessment and knowledge assessment.
The Level 3 Diploma in Gas Utilisation: Core Skills and Knowledge (EUSGU001) is now an integral
part, and a prerequisite of, all the Gas Utilisation qualifications. As such the following options are
available to Learners:
 EUSGU001 may be completed as a stand alone qualification*
 EUSGU001 may be completed as an introductory part of a larger qualification
* Important Notes: The assessment requirements set out in this document must be met in full.
Any proposed variation(s) may not be introduced without prior written permission from the Sector
Skills Council(s) and relevant Awarding Organisation.
The EUSGU001 Diploma, taken as a stand alone qualification is not sufficient for eligibility for entry
to the Gas Safe Register, via any assessment only route (eg. ACS). Candidates must complete a
minimum of one of the range of Level 2 and Level 3 Diplomas (EUSGU002-EUSGU024) to meet the
requirements for Gas Safe Registration.
“Matters of Gas Safety” criteria are incorporated in all assessments. It is essential that the Awarding
Organisations update their Assessors and Assessment Materials to ensure that any changes to
these criteria are reflected in the performance of the candidate from the date they become
effective. (for example: if the IGE/UP/1B Testing procedure changed six months prior to the
candidate completing the qualification, all assessments including testing from the change date,
must be completed against the changed procedure standard).
Practical Evidence
Learners must be able to practice on all specified unit components within the tables
below.
RWE assessments must be included in the portfolio of evidence leading to completion of a QCF unit
in line with the requirements set out for each unit. This must be supplemented by evidence
gathered directly from the workplace as required for each unit and a work experience portfolio,
signed off as accurate and authentic by a suitably qualified and Gas Safe Registered engineer.
Learners MUST demonstrate competence in the workplace during the performance of genuine work
activities, by carrying out the tasks and duties that would be reasonably expected of them as a
competent operative. Learners will be expected to have demonstrated competence in the assessed
tasks over a period of time under normal working conditions to generate a sufficiency of evidence.
The gas industry is highly regulated regarding safety requirements and this is reflected in these
qualifications. Certain Gas Safety related assessments must only be carried out under simulated
conditions. Gas Safety critical activities within the Units will normally be assessed in a simulated RWE
and where necessary these requirements are incorporated in the tables.
Learners must demonstrate competence in each Unit through assessments in line with the evidence
and assessment requirement tables below:
Unit 3.3 Install gas water heating and wet central heating appliances
Unit Assessment Requirements:

 Learners must be allowed to practice on all of the identified unit components and the evidence
from these activities must be recorded in the RWE and Work Experience Portfolio
 Assessments must be carried out as detailed in this table
 Assessments must cover the range of fanned flue systems including vertical, horizontal, twin
pipe
 In an RWE Learners must install one typical chimney lined flue system
Unit Components Assessments to Assessments to RWE and Work

be conducted in be conducted in Experience Portfolio
either a RWE or the Workplace
the Workplace only
Install Water Heaters:
Multipoint
Balance Chimney One assessment
Instantaneous multipoint required from this Learners must
Fanned Chimney group complete a RWE and
Instantaneous multipoint Work Experience
Portfolio to provide
Storage additional information
WH/Circulators One assessment about the experience
required from this gained by the learner in
Storage water heater
group both RWE and the
Circulators workplace. Evidence
Install Wet Central must be specific
Heating Appliances: regarding actual work
Fanned Chimney Two assessments activities undertaken by
Condensing required from this the learner. It should
Combination Boiler group Include all relevant
Fanned Chimney One assessment evidence as available
Combined Primary required from this and be authorised by a
One of the
Storage Condensing group competent responsible
installations should
Combination Boiler person
be a replacement
Fanned Chimney Regular boiler located in a
System Condensing different position
Boiler
Back Boiler Condensing
Unit 3.4 Maintain gas water heating and wet central heating appliances

 Maintain must include maintenance of all appropriate components and controls. Fault
Diagnostics. Servicing to manufacturers specifications. Checking the correct operation via the
appropriate methods including gas pressures, gas rates, combustion performance, chimney
system performance, heating/hot water system performance.

the Workplace only
Service Water
Heaters:
Multipoint
Balance Chimney
Instantaneous multipoint Learners must
One assessment
Fanned Chimney complete a RWE and
required from this
Instantaneous multipoint Work Experience
group
additional information
Storage about the experience
WH/Circulators gained by the learner in
Storage water heater both RWE and the
Circulators workplace. Evidence
must be specific
Service Wet Central regarding actual work
Heating Appliances: activities undertaken by
Fanned Chimney the learner. It should
Condensing Include all relevant
Combination Boiler evidence as available
Fanned Chimney One assessment Two assessments and be authorised by a
Combined Primary required from this required from this competent responsible
Storage Condensing group group person
Combination Boiler
Fanned Chimney Regular
System Condensing
Boiler
Identify and Repair
Faults on Water
Heaters:
Multipoint
Balance Chimney
Instantaneous multipoint
One assessment
Fanned Chimney required from this
Instantaneous multipoint group
Storage
WH/Circulators
Storage water heater
Circulators
Identify and Repair

Faults on Wet Central
Heating Appliances:
Fanned Chimney
Condensing
Combination Boiler
One assessment Two assessments
Fanned Chimney
required from this required from this
Combined Primary
group group
Storage Condensing
Combination Boiler
Fanned Chimney Regular
System Condensing
Boiler
Unit 3.5 Install Gas Pipework Up to 35mm

 The range of pipework and sizes up to 35mm must be covered by the assessments and they
must include capillary, mechanical, compression and screwed joints. Union joints and pressed
joints
 Pipework installations used for assessment must be a minimum of 3 metres in length and
include changes in direction via the use of fittings and bends.
 Pipework installations used for assessment must include at least one occasion where:
o Pipework passes through a cavity wall
o Pipework is installed under a wooden floor
o Pipework is installed on the surface and clipped
o Pipework is protected from corrosion

the Workplace only
Learners must
complete a RWE and
Work Experience
Install Copper Pipework Three assessments additional information
required from this about the experience
Install Steel Pipework Yes x 1 group gained by the learner in
both RWE and the
workplace. Evidence
Install Corrugated Yes x 1 The assessments must be specific
Stainless Steel Tube must include at regarding actual work
(CSST) least two different activities undertaken by
types of pipework the learner. It should
Install Polyethylene material Include all relevant
Yes x 1
evidence as available
and be authorised by a
competent responsible
person
Unit 3.6 Gas Tightness Testing and Direct Purging IGE/UP/1B

 The range of Low and Medium Pressure supply must be covered by the assessments
 The range of pipework sizes up to 35mm must be covered by the assessments
 The range of volumes up to 0.035cu mtrs must be covered by the assessments

the Workplace only
Learners must
complete a RWE and
Testing and Purging Work Experience
Two assessments Portfolio to provide
Low Pressure fed One assessment
required from this additional information
U6/G4, E6 Type required from this
group about the experience
Installations group
gained by the learner in
U16/G10 Type both RWE and the
Installations workplace. Evidence
must be specific
Medium Pressure fed regarding actual work
U6/G4, E6 Type One assessment activities undertaken by
Installations required from this the learner. It should
group Include all relevant
U16/G10 Type evidence as available
Installations and be authorised by a
competent responsible
person
Unit 3.10 Install gas warm air central heating systems and appliances

 This unit must not be used to assess combined warm air and water heating system installation.
Other units are available in the QCF framework to assess the associated water skills and
competences
 Chimney types must include open, room sealed and fanned draught
 In an RWE Learners must also install one typical open flue system

the Workplace only
Install Warm Air Learners must
Central Heating complete a RWE and
Appliances: Work Experience
Basic Warm Air Units: additional information
Down-flow Two assessments Two assessments about the experience
are required from are required from gained by the learner in
Up-flow
this group this group both RWE and the
Horizontal-flow workplace. Evidence
Slot-fit must be specific
regarding actual work
Ducting Systems: activities undertaken by
Stub Duct Two assessments the learner. It should
are required from Include all relevant
Radial Duct
this group evidence as available
Perimeter Loop and be authorised by a
Extended Plenum competent responsible
Stepped Duct person.
Unit 3.11 Maintain gas warm air central heating systems and appliances

 This unit must not be used to assess combined warm air and water heating system
maintenance. Other units are available in the QCF framework to assess the associated water
skills and competences
 Chimney types must include open, room sealed and fanned draught
 In an RWE Learners must also install one typical open flue system
 Maintain must include maintenance of all appropriate components and controls. Fault
Diagnostics. Servicing to manufacturers specifications. Checking the correct operation via the
appropriate methods including gas pressures, gas rates, combustion performance, chimney
system performance, warm air system performance.

the Workplace only
Service Basic Warm
Air Central Heating
Appliances and
Ducting Systems
Down-flow Two assessments Two assessments

Up-flow are required from are required from
this group this group
Horizontal-flow
Slot-fit Learners must
complete a RWE and
Work Experience
Stub Duct Portfolio to provide
Radial Duct additional information
Perimeter Loop about the experience
Extended Plenum gained by the learner in
Stepped Duct both RWE and the
workplace. Evidence
Identify and Repair must be specific
Faults on Basic Warm regarding actual work
Air Central Heating activities undertaken by
Appliances and the learner. It should
Ducting Systems: Include all relevant
evidence as available
Down-flow Three assessments and be authorised by a
Up-flow are required from competent responsible
this group person
Horizontal-flow
Slot-fit
Stub Duct
Radial Duct
Perimeter Loop
Extended Plenum
Stepped Duct
QCF Gas Awards - Assessment Requirements
Generic Core Knowledge Units

All knowledge criteria must be evidenced by learners. Awarding Organisations can use a variety of
assessment methods which will demonstrate that learners have successfully met the unit criteria.
These can include Closed Book Written Questions, Open Book Written Questions, Recorded Oral
Questions, Projects and Assignments.
Specific Core Knowledge and Performance Units

All knowledge and performance criteria must be evidenced by learners. Awarding Organisations
can use a variety of assessment methods which will demonstrate that learners have successfully
met the unit criteria. These can include Closed Book Written Questions, Open Book Written
Questions, Recorded Oral Questions, Projects, Assignments, Evidence from Practical Assessments
conducted in a RWE and evidence from Practical Assessments conducted in the workplace.
Optional Knowledge and Performance Units

All knowledge and performance criteria must be evidenced by learners. Awarding Organisations
must ensure that the “Assessment Strategy Evidence and Assessment Requirement Tables”
produced for each unit are followed. A variety of assessment methods can be used to demonstrate
that learners have successfully met the unit criteria. These can include Closed Book Written
Questions, Open Book Written Questions, Recorded Oral Questions Projects, Assignments,
Evidence from Practical Assessments conducted in a RWE and evidence from Practical Assessments
conducted in the workplace.
Matters of Gas Safety

Awarding Organisations must ensure that all QCF units and the associated “matters of gas safety
criteria” are referenced to those issued by Energy & Utility Skills. The “matters of gas safety criteria”
are updated on a six monthly cycle and any changes must be implemented in line with the industry
requirements agreed with Gas Safe Register.
Realistic Working Environment (RWE) Assessment (Simulation)
RWE simulated assessment may only be used as specified and, if necessary, with the prior approval
of the External Verifier (see previous section). Any approval given by the External Verifier MUST be
in writing and filed in the centre’s Quality Manual and in the ‘Learners Portfolio’ for audit purposes.
These assessments will normally be installation and maintenance bays in a workshop area. These
areas are considered to be a ’managed’ environment because there is a degree of control over the
conditions under which the activity is undertaken. The simulation activities and bays will normally
contain:
 real time pressures;
 a range of appliances, applicable to the assessment types;
 a variety of flue types, e.g. Type ‘B’, Type ‘C’, natural & fanned draught with a range of
construction methods;
 a range of potential hazards that could realistically be found in a domestic dwelling, e.g.
combustible surfaces, openable windows, doors, fans, curtains etc. (Note: these hazards may
be simulated);
 a range of installation conditions, e.g. surface installation, under floor installation, through wall
installation etc;
 a range of building material types, e.g. brick walls, block walls, plaster board and timber walls.
The RWE must take account of health and safety requirements for risk assessments, gas safety
related issues and against other activities where generating evidence is limited.
Recognition of Prior Learning (RPL)

Recognition of Prior Learning (RPL) evidence is an acceptable source of evidence for these
qualifications.
For evidence of gas safety competence the following constraints shall apply:
 Current (issued within last 3 years) ACoPS / ACS Certificates of competence in matters of gas
safety are acceptable as RPL evidence. However, as these do not attest to competence in the
other essential aspects of gas installation and maintenance, all unit requirements must be
satisfied in full to achieve the qualification. All evidence of current gas safety competence MUST
be demonstrated throughout the qualification being undertaken.
All RPL evidence must be approved by the centre’s RPL Advisor. The RPL Advisor shall hold D36 or
equivalent. All evidence shall be sufficient, valid, reliable, authentic and current.
Gathering Evidence
In order to achieve a qualification, Learners MUST produce sufficient evidence of competence.
Documentation must be provided to ensure that evidence of competence is gathered, organised

and recorded in a uniform manner across all centres.
Where appropriate, learners may provide evidence of prior learning (see RPL Section of this Guide).
Witness testimony may be used as supporting evidence to cover the range of activities not covered
naturally by workplace assessment. This evidence will normally be via a completed document
signed by a ‘Technically and Occupationally Competent Witness’ (the centres External Verifier will
be able to give further advice on the use of witness testimony). Note: Witness testimony is not
acceptable as evidence to meet the “Matters of Gas Safety” criteria, incorporated into each
qualification.
The Learner’s Portfolio
The learner portfolio documents the evidence which will demonstrate learner progress. It records
their assessment achievement, development and work experience leading to the attainment of their
chosen QCF qualification.
The ‘Learner’s Portfolio’ could be made up of a combination of the following:

 Summary of the results from Knowledge & Understanding Question Papers
 Summary of the results from Assessments (RWE/Workplace)
 Assessment sheets
 Copies of all Learner specific questions together with a record of the answers given (oral or
written)
 Feedback sheets
 Workplace Experience Evidence
 Witness Statements
 Work Method Statements
 Evidence of Prior Learning (RPL Evidence)
 Assessor Assessment Plans - feedback to Learners
 Company or employer job sheets and specifications
 Curriculum Vitae
 Photographic Evidence
Witness Testimony
‘Witness Testimony’ can not be accepted as a primary source of evidence for all work activities.
‘Witness Testimony’ may be used as supporting evidence to cover the range of activities not
covered by ‘Workplace Assessment’ or RWE Assessment.
‘Witness Testimony’ evidence can only be accepted if the testimony is completed by a ‘Technically
and Occupationally Competent Witness’ and will normally be in the form of a completed and signed
SoE with other supporting evidence (e.g. company or employer job sheets, photographic evidence).
The centres External Verifier will be able to give further advice on the use of witness testimony.
The evidence provided by ‘Witness Testimony’ and other non-observed sources must be
substantiated by an Assessor (e.g. by confirming the suitability of the witness and by professional
discussion). Once the evidence has been substantiated and suitably documented, then it can be
referenced to the appropriate RoA by the Assessor.
Written & Oral Questioning

Assessors should use questioning where they consider it is appropriate to fully cover the subject
area being assessed and to allow the Learner to evidence their full understanding.
When using oral questions, Assessors should be mindful of the effect their behaviour can have on
the Learners performance. Questions should be asked in the spirit of gaining information rather
than pressurising a Learner by creating the atmosphere of a test.
ALL oral questions must be relevant to the assessment criteria and the Assessor must not coach or
lead the Learner towards providing correct answers. The Assessor must not ask the Learner any
‘leading’ or ‘closed’ questions. Assessors should take care to ask clear questions.
Questions and the Learners responses should be recorded on the appropriate assessment
documentation, for example on the ‘Feedback Sheet’ provided.
Feedback
Learners shall be given feedback at appropriate times during the completion of their qualification,
as determined suitable by the Assessor, employer, mentor, etc. This would normally be associated
with an assessment activity with Assessor involvement and should be given as soon as practical
after the completion of the activity.
It is important that a copy of all feedback and oral questioning sessions with Learners are kept for
inclusion in the Learner Portfolio.
Notes from feedback and oral questioning sessions might not include a precise record of the
feedback, questions and answers to every question, but a summary of the feedback, questions and
answers must be recorded with reference to specific criteria as necessary.
Glossary of terms EU Skills Assessment strategy
Approved Centre: an organisation inspected by the Awarding Body and deemed to have the
trained staff and resources to make assessment arrangements for particular QCF qualifications.
Assessor: person accountable to the external verifier (through the internal verifier) who is both
experienced and qualified/or working towards qualifications in assessing Learners. Assessor skills
include observation, evaluation, making judgements about individual performance. Assessors may
be based in the workplace, in an approved centre such as a college, or be peripatetic, visiting
Learners in a variety of situations.
Assessment Plan: Between Assessor and Learner a structured approach is used to specify how,
where and when evidence will be generated and what method of assessment will be used. This
information is recorded, dated and signed by assessor and Learner and is used as the basis for
review meetings between Learner and assessor.
Awarding Organisation: an organisation recognised by Ofqual for the purpose of awarding QCF
qualifications.
Learner: employee or student / trainee who wishes to be assessed in order to gain a qualification
(formerly referred to as a candidate).
Competence: an assessment based on the Learner’s ability to perform a task to a defined standard
specified in the national occupational standards.
Evidence: the means by which an external verifier can be satisfied that an individual has been
properly assessed, usually a combination of completed/endorsed witness statements, and
assessments by a qualified assessor with additional documentation collected in a portfolio of
evidence.
External Verifier: person accountable to the Awarding Body who by monitoring and advising
internal verifiers and assessors effects quality assurance.
Internal Verifier: person accountable to the external verifier and the Awarding Body who is based
in the approved centre and who co-ordinates assessment arrangements and monitors assessor
standards.
National Standard of Work (Performance Criteria): required from learners to demonstrate their
capability.
National Vocational Qualification: a qualification recognised by UKCES as being relevant to the

need of industry.
Portfolio: a structured collection of evidence from several sources, gathered together and
referenced to the national occupational standards, in which a learner’s achievements are recorded.
Qualification Credit Framework (QCF) Qualification Credit Framework, the suite of units that may
be used to build qualifications and enable career progression.
Real Work: where the provision of the product or service by the Learner, if not carried out, would
require an organisation to employ someone else to do it.
Realistic Working Environment (RWE): an environment within which Learners are producing
performance evidence subject to the following conditions:
 real work pressures (e.g. working hours, timescales, accountability, establishing priorities)
 real work problems
 real tools to do the job (e.g. real information, industry standard equipment)
 a real client or customer (not the trainer or assessor).
RPL: the Recognition of Prior Learning- the facility for an individual to receive credit for previously
acquired (and still current) competence.
Technically & Occupationally Competent Witness: a gas operative who holds a current
certificate of competence in the area of work for which they are providing witness testimony (these
operatives must be a ‘member of a class of persons’ as outlined in Regulation 3(3) of the Gas Safety
(Installation and Use) Regulations).
Glossary of terms Summit Skills Assessment Strategy
Terminology Explanation/Definition
Assessment of A term specifically relating to a means of assessment of the safety-

Occupational critical and technically critical aspects for the units and qualifications
Competence that are the subject of this assessment strategy. It is an independent
holistic assessment of the learner’s occupational competence via an
assessment process as determined by the industry and endorsed by
SummitSkills and the Awarding Organisation(s).
In order to undertake this stage of the qualification’s assessment

procedure/requirements, evidence of a leaner’s involvement, relevant
experience and progressive development of occupational competence
must be available before an “Assessment of Occupational
Competence” is undertaken.
RoC Rules of Combination – a combination of units, determined by

SummitSkills, that are required for a learner to be awarded an
identified QCF qualification.
Knowledge Unit A unit that gives the learner the opportunity to demonstrate their
knowledge and understanding of identified topics and subject areas.
Performance Unit A unit that gives the learner the opportunity to demonstrate they have
the practical skills that are in keeping with the relevant National
Occupational Standards for identified activities.
Combination Unit A unit that gives the learner the opportunity to demonstrate their
understanding and application of specific knowledge, and is assessed
in simulated conditions using particularly identified “relevant practical
activities”.
Simulation and An environment in which simulated activities take place involving the
Simulated replication of a real working environment. The criteria for which must
Conditions be to supply fit-for-purpose tools, equipment, full-size components,
realistic deadlines and other commercial requirements.
Independent The independent assessment structure must not be a part of the

Assessment learner’s working or training environment and will provide facilities for
Structure assessment in keeping with the industry arrangements (See Annex 3).
Therefore, the learner will be independently assessed by an
independent assessor in keeping with an industry determined
specification.
Key safety-critical Any “technical” activity with the potential to harm/damage

aspects personnel/property if carried out incorrectly (See section 4).
Technically critical Any activity that is fundamental to the safe and efficient operation of
equipment, components and systems.
Appendix 3 RPL– Additional requirements for
achievements of QCF qualification
NQF qualification APL additional requirements for achievement of QCF

already achieved qualifciation
Level 3 VRQ (6129-33 6189-71- Level 3 NVQ Diploma in Domestic Plumbing and
and 36) Heating (QCF) APL route
 Certificate in water supply (water fittings) water regulations 1999

 Certificate covering the latest requirements of Part G (Building
regulations)
 All the units within the chosen pathway:
Oil firing pressure jet appliances (345, 307, 308, 309, 310, 311)
Oil firing vaporising appliances (345, 307, 308, 312, 313, 314)
Solid mineral fuel (345, 315, 316, 317, 318, 319)
Biomass fuel (345, 315, 316, 320, 321, 322, 323)
Solar thermal (345, 324, 325, 326, 327, 328)
Heat pumps (345, 324, 329, 330, 331, 332)
Water recycling (345, 324, 333, 334, 335, 336)
* Achieve Level 3 QCF 6189-31- Level 3 NVQ Diploma in

Domestic Plumbing and Heating (QCF) (600/1122/1)*
6189-72 - Level 3 NVQ Diploma in Domestic Plumbing and
Heating (Gas Fired Warm Air Appliances) (QCF) APL route

regulations)
 Complete units (212, 337, 338, 339, 340, 341, 345)
* Achieve Level 3 QCF 6189-62 - Level 3 NVQ Diploma in

Domestic Plumbing and Heating (Gas Fired Warm Air
Appliances) (QCF) (600/1124/5)*
6189-73- Level 3 NVQ Diploma in Domestic Plumbing and

Heating (Gas Fired Water and Central Heating Appliances) (QCF)
APL route

regulations)
 Complete units (212, 337, 338, 339, 342, 343, 345)
* Achieve Level 3 QCF 6189-33 - Level 3 NVQ Diploma in

Domestic Plumbing and Heating (Gas Fired Water and Central
Heating Appliances) (QCF) (600/1134/8)*
6189-81 - Level 3 NVQ Diploma in Domestic Heating (QCF) APL
route

regulations)
 All the units within the chosen pathway:
Oil firing pressure jet appliances (306, 307, 308, 309, 310, 311)
Oil firing vaporising appliances (306, 307, 308, 312, 313, 314)
Solid mineral fuel (306, 315, 316, 317, 318, 319)
Biomass fuel (306, 315, 316, 320, 321, 322, 323)
Solar thermal (306, 324, 325, 326, 327, 328)
Heat pumps (306, 324, 329, 330, 331, 332)
Water recycling (306, 324, 333, 334, 335, 336)
* Achieve Level 3 QCF Level 3 NVQ Diploma in Domestic

Heating (QCF) (600/1473/8)
6189-82 - Level 3 NVQ Diploma in Domestic Heating (Gas Fired

Warm Air Appliances) (QCF)

regulations)
 Complete units (212, 306, 337, 338, 339, 339, 340, 341)
* Achieve Level 3 NVQ Diploma in Domestic Heating (Gas Fired

Warm Air Appliances) (QCF) (600/1116/6)*
6189-43 - Level 3 NVQ Diploma in Domestic Heating (Gas Fired

Water and Central Heating Appliances) (QCF) (600/1117/8)

regulations)
 Complete units (212, 306, 337, 338, 339, 342, 343)
* Achieve Level 3 QCF Diploma in Domestic Heating (Gas Fired

Water and Central Heating Appliances) (QCF) (600/1117/8)*
Learners with a L2 NVQ Progress straight to relevant QCF Level 3 qualification (6189)
(6089)
Learners with Level 2 LEVEL 2 NVQ Diploma in Plumbing and Heating (QCF) (APL)
VRQ (6129-22 AND 26)  Complete 019, 020.
LEVEL 2 NVQ Diploma in Installing and Maintaining Domestic

Heating Systems (QCF)
 Complete 019, 022
City & Guilds
Believe you can
www.cityandguilds.com
Appendix 4 Useful contacts
UK learners T: +44 (0)844 543 0033

General qualification information E: learnersupport@cityandguilds.com
International learners T: +44 (0)844 543 0033
General qualification information F: +44 (0)20 7294 2413
E: intcg@cityandguilds.com
Centres T: +44 (0)844 543 0000
Exam entries, Certificates, F: +44 (0)20 7294 2413
Registrations/enrolment, Invoices, Missing or E: centresupport@cityandguilds.com
late exam materials, Nominal roll reports,
Results
Single subject qualifications T: +44 (0)844 543 0000
Exam entries, Results, Certification, Missing or F: +44 (0)20 7294 2413
late exam materials, Incorrect exam papers, F: +44 (0)20 7294 2404 (BB forms)
Forms request (BB, results entry), Exam date E: singlesubjects@cityandguilds.com
and time change
International awards T: +44 (0)844 543 0000
Results, Entries, Enrolments, Invoices, Missing F: +44 (0)20 7294 2413
or late exam materials, Nominal roll reports E: intops@cityandguilds.com
Walled Garden T: +44 (0)844 543 0000
Re-issue of password or username, Technical F: +44 (0)20 7294 2413
problems, Entries, Results, e-assessment, E: walledgarden@cityandguilds.com
Navigation, User/menu option, Problems
Employer T: +44 (0)121 503 8993
Employer solutions, Mapping, Accreditation, E: business@cityandguilds.com
Development Skills, Consultancy
Publications T: +44 (0)844 543 0000
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Level 3 Domestic Plumbing and

Subject area Domestic Plumbing and Heating

Title and level City & Guilds Accreditation

Version and date Change detail Section

2 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 3

4 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 5

6 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

Unit City & Unit title Credit GLH

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 7

Oil firing pressure jet appliances (option within pathway)

Oil firing vaporising appliances (option within pathway)

Solid Fuel Pathway

Core mandatory units within pathway

Solid Mineral Fuel (option within pathway)

8 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 9

Unit City & Unit title Credit GLH

10 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

Unit City & Unit title Credit GLH

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 11

Unit City & Unit title Credit GLH

Oil Firing Fuel Pathway

12 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

Solid Fuel Pathway

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 13

14 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

Unit City & Unit title Credit GLH

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 15

Unit City & Unit title Credit GLH

16 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

2.1 Approval process

2.2 Physical resources and site agreements

2.4 Candidate entry requirements

Other legal considerations

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 17

2.6 Assessors and internal verifiers (Summit Skills units)

Assessor Occupational Competence

18 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

Assessor Continuing Professional Development

Internal Verifiers’ role and responsibilities

Internal Verifiers must:

Internal Verifiers’ Continuing Professional Development

It is imperative that records are kept of all such CPD opportunities/occasions.

Expert witnesses will need to demonstrate:

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 19

Centre Based Assessors must hold:

Workplace Assessors must hold:

20 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 21

22 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

3.1 Initial assessment and induction

3.2 Recommended delivery strategies

Centres may design course programmes of study in any way which:

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 23

24 City & Guilds Level 3 Domestic Plumbing and Heating (6189)

UNIT ASSESSMENT REQUIREMENTS:

3.6.1 Tightness testing and purging gas installations

RANGE RWE ASSESSMENT ASSESSMENT OF EXPERIENCE WORKPLACE ASSESSMENT

 Purge Natural Gas Installation One Successful installation occasions

> 0.02 m ≤ 0.035 m

City & Guilds Level 3 Domestic Plumbing and Heating (6189) 25

UNIT ASSESSMENT REQUIREMENTS: