Assisting in the installation of air conditioning and ventilation equipment
Overview
This standard identifies the competences you need to assist in the installation of air conditioning and ventilation systems equipment, in accordance with approved procedures. You will be required to assist in the installation of a range of air conditioning and ventilation equipment, which will include air generation, distribution and control systems. This will also include the installation of motors, fans, pumps, ducting and trunking, heaters, safety devices, sensors and activators, and control devices.
This standard does not involve maintenance/repair type activities, such as removal and replacement of existing equipment.
You will be required to use the appropriate tools and equipment throughout the installation activities, and to apply a range of installation methods and techniques to position, level and align the equipment, and to make connections to the required services. The installation activities will include making checks and adjustments, in line with your permitted authority, and assisting others to ensure that the installed equipment functions to the required specification.
Your responsibilities will require you to comply with organisational policy and procedures for the installation activities undertaken, and to report any problems with the activities, tools or equipment used that you cannot personally resolve, or are outside your permitted authority, to the relevant people. You must check that all tools, equipment and materials used in the installation activities are removed from the work area on completion of the work, and that all necessary job/task documentation is completed accurately and legibly. You will be expected to work to instructions, alone or in conjunction with others, taking personal responsibility for your own actions, and for the quality and accuracy of the work that you carry out.
The installation activity may be carried out as a team effort, but you must demonstrate a significant personal contribution to the installation activities, in order to satisfy the requirements of the standard, and you must demonstrate competence in all the areas required by the standard.
Your underpinning knowledge will be sufficient to provide a sound basis for your work, and will enable you to adopt an informed approach to applying heating and ventilation installation procedures. You will have an understanding of the equipment being installed, and its installation requirements, in adequate depth to provide a sound basis for carrying out the installation process safely and effectively.
You will understand the safety precautions required when carrying out the installation activities, especially those for ensuring the safe isolation of services. You will be required to demonstrate safe working practices throughout, and will understand your responsibility for taking the necessary safeguards to protect yourself and others in the workplace.
Performance criteria
You must be able to:
- work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines
- follow all relevant instructions/documentation for the installation being carried out
- use the correct tools and equipment for the installation operations, and check that they are in a safe and usable condition
- assist in the installation, positioning and securing of the equipment, using appropriate methods and techniques
- carry out and/or assist in checking the installation, and make any adjustments in accordance with the specification
- assist in using fault location methods and techniques on the installed equipment
- deal promptly and effectively with problems within your control and report those that cannot be solved
- dispose of waste items in a safe and environmentally acceptable manner
- assist in the completion of installation documentation
Knowledge and Understanding
You need to know and understand:
- the health and safety requirements of the area in which the installation activity is to take place, and the responsibility these requirements place on you
- the isolation and lock-off procedure or permit-to-work procedure that applies
- the specific health and safety precautions to be applied during the installation procedure, and their effects on others
- the hazards associated with installing air conditioning and ventilation equipment, and with the tools and equipment used, and how they can be minimised
- the importance of wearing protective clothing and other appropriate safety equipment (PPE) during the installation
- how to obtain and interpret information from job instructions and other documents needed in the installation process (such as drawings, specifications, manufacturers' manuals, regulations, symbols and terminology)
- the basic principles of how the equipment functions, and its operating sequence
- methods of marking out the site for positioning the equipment, and the tools and equipment used for this
- methods of drilling holes for rag bolts and expanding bolts (including the use of grouting and adhesives)
- the various mechanical fasteners that will be used, and their method of installation (including threaded fasteners, special securing devices, masonry fixing devices)
- procedures for ensuring that you have the correct tools, equipment and fasteners for the installation activities
- the techniques used to position, align, level, adjust and secure the equipment
- methods of lifting, handling and supporting the equipment during the installation activities
- how to make adjustments to components to ensure that they function correctly
- methods of connecting equipment to service supplies (such as electrical, fluid power, compressed air, oil and fuel supplies)
- why electrical bonding is critical, and why it must be both mechanically and electrically secure
- the procedure for the safe disposal of waste materials
- how to conduct any necessary checks to ensure the equipment integrity, functionality, accuracy and quality of the installation (including the fitting of guards to all moving parts and covers on electrical connections)
- how to recognise installation defects (such as leaks, poor seals, misalignment, ineffective fasteners, foreign object damage, or contamination)
- the importance of ensuring that the completed installation is free from dirt, swarf and foreign object damage, and of ensuring that any exposed components or pipe ends are correctly covered/protected
- the problems that can occur with the installation operations, and how these can be overcome
- the fault finding techniques to be used if the equipment fails to operate correctly
- the recording documentation to be completed for the activities undertaken
- the extent of your own responsibility and to whom you should report if you have problems that you cannot resolve
Scope/range
Scope Performance
Carry out all of the following during the installation of the air conditioning and ventilation equipment:
- adhere to procedures or systems in place for risk assessment, COSHH, personal protective equipment and other relevant safety regulations
- confirm that authorisation to carry out the installation activities has been given
- check that safe access and working arrangements for the installation area have been provided
- confirm that services have been safely isolated, ready for the installation (such as mechanical, electricity, gas, air or fluids)
- check that all required installation consumables are available
- leave the work area in a safe condition and free from foreign object debris
Assist in the installation of equipment for two of the following types of air conditioning and ventilating system:
- remote air conditioning generation
- local air conditioning distribution
- air conditioning control
Assist in the installation of eight of the following air conditioning equipment components:
- pipework
- condensers
- regulators
- valves
- motors
- fans
- heaters
- safety devices
- chillers
- evaporators
- ducting/trunking
- filters
- pumps
- sensors and actuators
- electrical wiring/connectors
- gauges/indicators
- humidifiers
- control devices
- electrical components
- other specific components
Apply installation methods and techniques, to include five of the following:
- marking out of locating and securing positions
- levelling the equipment
- drilling and hole preparation
- fitting anti-vibration mountings
- positioning of equipment/components
- securing by using mechanical fixings
- aligning pipes, connections, ducting and equipment
- securing by using masonry fixings
- dressing and securing piping and hoses
- applying screw fastener locking devices
- making installation connections (such as mechanical, electrical, fluid power, utilities)
- applying hose/cable clips and fasteners
Assist in the movement and positioning of equipment, using two of the following:
- slings
- portable lifting devices
- hoists
- cranes
- block and tackle
- jacks
- fork lift
- rollers
- manual handling and moving loads
Use three of the following instruments during the installation activities:
- alignment devices
- temperature sensing devices
- electrical measuring instruments
- flow testing devices
- mechanical measuring instruments
- pressure sensing and monitoring devices
- emission testing devices
- flushing and bleeding devices
Carry out all of the following checks and adjustments, as appropriate to the equipment being installed:
- setting working clearance
- making visual checks for completeness and freedom from damage
- leak testing
- making sensory checks (sight, sound, smell, touch)
- making `off-load' checks
- ensuring that moving parts are clear of obstruction and are guarded
- checking level and alignment
Plus: assist with four of the following:
8. pressurising the system
9. checking torque settings of fasteners
10. line pressure tests
11. ensuring that locking devices are fitted to fasteners (as appropriate)
12. flow checks
13. testing that the equipment operates to the installation specification
Assist in dealing with two of the following conditions during the installation process:
- installations with no faults
- partial equipment malfunction
- complete malfunction of equipment
Assist in using fault location methods and techniques on the installed equipment, to include one of the following:
- diagnostic aids (such as company records/history, manufacturers' manuals, fault analysis charts, troubleshooting guides)
- fault finding techniques (such as six point, half-split, unit substitution)
- function testing the installation/running equipment self-diagnostics
Produce installations which comply with one of the following:
- equipment manufacturer's operation range
- BS, ISO and/or BSEN standards
- customer (contractual) standards and requirements
- company standards and procedures
Assist in the completion of the relevant paperwork, to include one of the following:
- installation records
- company-specific documentation
- job card