| 1 | 1a. Maintain air conditioning and ventilation systems | 1.1 | Work safely at all times, complying with health and safety and other relevant regulations and guidelines |
| 1.2 | Carry out all of the following activities during the maintenance activity: • plan and communicate the maintenance activities to cause minimal disruption to normal working • obtain and use the correct issue of company and/or manufacturers’ drawings and maintenance documentation • adhere to procedures or systems in place for risk assessment, COSHH, personal protective equipment and other relevant safety regulations and procedures to realise a safe system of work • ensure the safe isolation of equipment (such as mechanical, electricity, heating, chilling and air sources) • provide and maintain safe access and working arrangements for the maintenance area • carry out the maintenance activities using appropriate techniques and procedures • re-connect and return the system to service on completion of the maintenance activities • dispose of waste items in safe and environmentally acceptable manner, and leave the work ... |
| 1.3 | ... area in a safe condition |
| 1.4 | Carry out maintenance activities on all of the following types of equipment: • remote air conditioning generation • local air conditioning distribution • air conditioning control |
| 1.5 | Follow the relevant maintenance schedules to carry out the required work |
| 1.6 | Maintain air conditioning and ventilation systems in compliance with one of the following: • organisational guidelines and codes of practice • equipment manufacturer’s operation range • BS7671/IEE wiring regulations • BS, ISO and/or BSEN standards |
| 1.7 | Carry out the maintenance activities within the limits of their personal authority |
| 2 | 1b. Maintain air conditioning and ventilation systems (continued) | 2.1 | Carry out the maintenance activities in the specified sequence and in an agreed timescale |
| 2.2 | Carry out all of the following maintenance techniques, as appropriate to the equipment being maintained: • testing the system for leaks • dismantling equipment to unit/sub-assembly level • setting, aligning and adjusting replaced components • checking components for serviceability • replacing all ‘lifed’ items (such as batteries, lamps) • replacing damaged/defective components • marking/labelling of components • tightening fasteners to the required torque • making ‘off-line’ checks before starting up • functionally testing the completed system • dismantling units to component level |
| 2.3 | Maintain and/or replace a range of air conditioning components to include twelve of the following: • motors • chiller batteries • pumps • humidifiers • chilled beams • condensers • evaporators • fans (supply and extraction) • ducting/trunking • dampers • vents/diffusers • valves • filters • pipework • couplings • manifolds/flanges • silencers/attenuators • gaskets and sealants • gauges/indicators • sensors • switches • local air conditioning system • battery heaters (generation/local controlled) • thermostats • insulation • electrical connectors • electrical components • wiring safety devices |
| 2.4 | Report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule |
| 2.5 | Complete relevant maintenance records accurately, to include one of the following, and pass them on to the appropriate person: • job cards • maintenance log or report • permits to work/formal risk assessment and/or sign-on/off procedures • company-specific documentation |
| 2.6 | Dispose of waste materials in accordance with safe working practices and approved procedures |
| 3 | 2a. Know how to maintain air conditioning and ventilation systems | 3.1 | Describe the health and safety requirements of the area in which the maintenance activity is to take place |
| 3.2 | Describe the isolation and lock-off procedures or permit-to-work procedure that applies |
| 3.3 | Describe the specific health and safety precautions to be applied during the maintenance process, and their effects on others (including The Prevention and Control of Legionellosis, and Safe Working in Confined Spaces 1997) |
| 3.4 | Describe the hazards associated with carrying out maintenance activities on air conditioning equipment (such as handling oils, greases, stored pressure/force, misuse of tools, using damaged or badly maintained tools and equipment, not following laid-down maintenance procedures), and how to minimise them to reduce any risks |
| 3.5 | Describe the importance of wearing protective clothing and other appropriate safety equipment during the maintenance process |
| 3.6 | Explain how to obtain and interpret drawings, specifications, manufacturers’ manuals and other documents needed in the maintenance process |
| 3.7 | Describe the procedure for obtaining replacement parts, materials and other consumables necessary for the maintenance |
| 3.8 | Describe the company policy on the repair/replacement of components during the maintenance process |
| 3.9 | Describe the sequence to be adopted for the dismantling/reassembly of various types of assemblies |
| 3.10 | Describe the methods and techniques used to dismantle/assemble air conditioning equipment (such as release of pressures/force, proofmarking, extraction, pressing, alignment) |
| 3.11 | Describe the methods of checking components are fit for purpose, how to identify defects and wear characteristics, and the need to replace ‘lifed’ items (such as seals and gaskets) |
| 3.12 | Explain how to make adjustments to components/assemblies to ensure that they function correctly |
| 3.13 | Describe the basic principles of how the equipment functions, its operation sequence, the working purpose of individual units/components and how they interact |
| 4 | 2b. Know how to maintain air conditioning and ventilation systems (continued) | 4.1 | Describe the correct operating ranges, including temperature and pressure of secondary heating sources (air and water) |
| 4.2 | Describe the basic applications of different local heating systems (such as radiators, in line duct heaters, skirting heating, fan coil, convectors, storage pipe heaters and air handling units) |
| 4.3 | Describe the typical building design temperatures, such as for offices, factories (light and heavy work) warehouses and canteens |
| 4.4 | Describe the uses of measuring equipment, such as micrometers, Verniers and other measuring devices |
| 4.5 | Explain how to make adjustments to components to ensure they function correctly |
| 4.6 | Explain how to check that tools and equipment are free from damage or defects, are in a safe and usable condition, and are configured correctly for their intended purpose |
| 4.7 | Describe the generation of maintenance documentation and/or reports following the maintenance activity |
| 4.8 | Describe the equipment operating and control procedures to be applied during the maintenance activity |
| 4.9 | Explain how to use lifting and handling equipment correctly and safely in the maintenance activity |
| 4.10 | Describe the problems associated with the maintenance activity, and how they can be overcome |
| 4.11 | Describe the organisational procedure to be adopted for the safe disposal of waste of all types of material |
| 4.12 | Describe the extent of their own authority and to whom they should report if they have problems that they cannot |
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