Level 3 Diploma in Heating and Ventilating (7188-[03])

70
Level 3 Diploma in Heating and Ventilating (7188-03) September 2012 Version 1.1 QUALIFICATION HANDBOOK

Transcript of Level 3 Diploma in Heating and Ventilating (7188-[03])

Page 1: Level 3 Diploma in Heating and Ventilating (7188-[03])

Level 3 Diploma in Heating and Ventilating (7188-03) September 2012 Version 1.1

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Qualification at a glance

Subject area Heating & Ventilating

City & Guilds number 7188

Age group approved 16+

Entry requirements Level 2

Assessment By assignment/paper based multiple choice/online multiple choice

Fast track Available

Support materials Qualification Handbook Assessment Task Manual

Registration and certification

Consult the Walled Garden/Online Catalogue for last dates

Title and level City & Guilds number

Accreditation number

Level 3 Diploma in Heating and Ventilating

7188-03 600/6101/7

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Contents

1 Introduction 4 Structure 5

2 Centre requirements 7 Approval 7 Resource requirements 8 Guidance note 9 Candidate entry requirements 9 Accreditation of prior learning (APL) 9

3 Delivering the qualification 10 Initial assessment and induction 10 Support materials 10

4 Assessment 11 Assessment of the qualification 11

5 Units 17 Unit 201/501 Health and safety in building services engineering 18 Unit 301 Understand the fundamental principles and

requirements of environmental technology systems 26 Unit 302 Complex industrial and commercial hot and cold

water systems 30 Unit 303 Complex industrial and commercial ventilating and

air conditioning systems 33 Unit 304 Complex industrial and commercial heating systems 36 Unit 305 Fuel supply for industrial and commercial systems 39 Unit 306 Decommissioning and commissioning industrial and

commercial systems 44 Unit 308 Career awareness in building services engineering 49 Unit 309 Service and maintenance of industrial and

commercial systems 52 Unit 310 Servicing and maintaining industrial and commercial

systems 55 Unit 311 Electrical principles for industrial and commercial

systems 57 Unit 312 Principles of pipework welding 60 Unit 313 Welding pipework for industrial and commercial

systems 63 Appendix 1 Relationships to other qualifications 65 Appendix 2 Disclaimer 66 Appendix 3 Sources of general information 67

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1 Introduction

This document tells you what you need to do to deliver the qualification:

Area Description

Who is the qualification for?

For candidates who want to work as heating and ventilating engineers in the building services engineering sector. This qualification does not make candidates fully qualified as heating and ventilating engineers (see Appendix 2).

What does the qualification cover?

It allows candidates to learn, develop and practise the skills required for employment and/or career progression in the heating and ventilating sector. See Appendix 2 for further information.

What opportunities for progression are there?

Once learners have completed this qualification they can progress onto a wide variety of other qualifications. For further information please visit the City & Guilds website at www.cityandguilds.com.

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Structure City & Guilds Level 3 Diploma in Heating and Ventilating - Service and Maintenance Pathway To achieve the Level 3 Diploma in Heating and Ventilating - Service and Maintenance learners must achieve 58 credits the mandatory units

Unit accreditation number

City & Guilds unit number

Unit title Credit value

Credit Level

GLH

T/503/9669 201/501 Health and safety in building services engineering

3 2 26

K/602/3138 301 Understand the fundamental principles and requirements of environmental technology systems

2 3 15

T/504/1258 302 Complex industrial and commercial hot and cold water systems

3 3 21

A/504/1259 303 Complex industrial and commercial ventilating and air conditioning systems

6 3 52

M/504/1260 304 Complex industrial and commercial heating systems

7 3 61

A/504/1262 305 Fuel supply for industrial and commercial systems

7 3 59

F/504/1263 306 Decommissioning and commissioning industrial and commercial systems

6 3 51

K/504/0253 308 Career awareness in building services engineering

2 3 20

J/504/1264 309 Service and maintenance of industrial and commercial systems

7 3 63

L/504/1265 310 Servicing and maintaining industrial and commercial systems

9 3 81

R/504/1266 311 Electrical principles for industrial and commercial systems

6 3 53

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City & Guilds Level 3 Diploma in Heating and Ventilating - Pipework Welding Pathway To achieve the Level 3 Diploma in Heating and Ventilating - Pipework Welding learners must achieve 58 credits the mandatory units

Unit accreditation number

City & Guilds unit number

Unit title Credit value

Credit Level

GLH

T/503/9669 201/501 Health and safety in building services engineering

3 2 26

K/602/3138 301 Understand the fundamental principles and requirements of environmental technology systems

2 3 15

T/504/1258 302 Complex industrial and commercial hot and cold water systems

3 3 21

A/504/1259 303 Complex industrial and commercial ventilating and air conditioning systems

6 3 52

M/504/1260 304 Complex industrial and commercial heating systems

7 3 61

A/504/1262 305 Fuel supply for industrial and commercial systems

7 3 59

F/504/1263 306 Decommissioning and commissioning industrial and commercial systems

6 3 51

K/504/0253 308 Career awareness in building services engineering

2 3 20

D/504/1268 312 Principles of pipework welding

6 3 54

A/504/1486 313 Welding pipework for industrial and commercial systems

16 3 152

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2 Centre requirements

Approval Centres already offering City & Guilds qualifications If your Centre is approved to offer the following qualifications:

• Certificate in Heating and Ventilating (6128)

• NVQ in Mechanical Engineering Services - Heating and Ventilating (6088))

• NVQ in Heating and Ventilating (6188) you can apply for the new Level 3 Diploma in Heating and Ventilating (7188-03) approval using the fast track approval form, available from the City & Guilds website. Centres should use the fast track form if:

• there have been no changes to the way the qualifications are delivered, and

• they meet all of the approval criteria in the fast track form guidance notes.

Fast track approval is available for 12 months from the launch of the qualification. After 12 months, the Centre will have to go through the standard Qualification Approval Process. The centre is responsible for checking that fast track approval is still current at the time of application. Centres NOT already offering City & Guilds qualifications 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. Centre staff should familiarise themselves with the structure, content and assessment requirements of the qualification before designing a course programme.

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Resource requirements

Physical resources and site agreements

Centres can use specially designated areas within a centre to develop practical skills and to assess the simulated practical assignments. The equipment, systems and machinery must meet industrial standards and be capable of being used under normal working conditions.

Human Resources

Staff delivering this qualification must be able to demonstrate that they meet the following occupational expertise requirements. They should:

• be technically competent in the area(s) for which they are delivering training and/or have experience of providing training

• hold appropriate qualifications detailed in this handbook

• have recent relevant experience in the specific area they are assessing

• be able to demonstrate occupational competence in the areas of the Building Services Engineering (BSE) for which they are delivering training and/or assessment. This competence must be at a level equal to, or above, the level of training being delivered and must include current knowledge and skills of each industry (for which the assessment is taking place), its techniques, settings, legislative and regulatory requirements, codes of practice and guidance

• have credible experience of providing training and/or assessment. Centre staff may undertake more than one role, eg tutor and assessor or internal quality assurer, but must never verify their own assessments.

Assessors must;

• hold, or be working towards TAQA (A1/A2 – D32/33 updated) standards and continue to practice to these standards and possess CPD evidence of personally maintaining these standards, or

• have other suitable equivalent assessor qualifications endorsed by the Sector Skills Council and/or the Awarding Organisation.

Assessor Occupational Competence

For the purposes of this qualification, occupational competence will be deemed to have been demonstrated by the verifiable evidence of one, preferably more, of the following:

• a relevant sector qualification equal to or at a level above the training and/or assessment being delivered. Where earlier forerunner qualifications are held eg City & Guilds Craft or Advanced Craft Certificated, the assessor must demonstrate through CPD evidence a thorough knowledge of the qualification standards that they meet the required criteria

• an up-to-date CPD record including relevant CPD qualifications. 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 relevant occupational qualifications to demonstrate that they can be regarded as occupationally competent in terms of assessing or verifying the qualification and the unit contained

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• a verifiable CV of industry experience and current knowledge of industry practice and techniques relevant to the occupational area in which they assess. This verifiable evidence must be at or above the level being assessed

• a thorough knowledge and understanding of the qualification standards and requirements

Assessor continuing professional development (CPD)

The occupational competence of assessors must be updated on a regular basis and be periodically reconfirmed via CPD evidence and quality assured by City & Guilds. It is the responsibility of the assessor to make use of opportunities for CPD such as industry conferences and events, access to trade publications and journals, SSC and professional/Trade Association events, at least on an annual basis to enhance and upgrade their professional development and technical knowledge. It is imperative that evidence records of these CPD opportunities/occasions are maintained and retained in a verifiable CPD record.

Guidance note Where questions arise about the occupational competence/qualification of an individual/trainer/assessor, these should be referred to the centre’s Qualifications Adviser for a decision. The Qualification Advisor may decide to refer the decision to the Portfolio/Group Portfolio Consultant for further consideration.

Candidate entry requirements Candidates should already hold the Level 2 Diploma in Heating and Ventilating or equivalent in order to complete the qualification satisfactorily. Without evidence of formal qualifications, candidates must demonstrate adequate prior knowledge and experience to ensure they have the potential to gain the qualification.

Age restrictions

City & Guilds cannot accept any registrations for candidates under 16 as this qualification is not approved for under 16s.

Accreditation of prior learning (APL) Guidance on APL between this qualification and the 6188 qualification will be available on the website by the start of November 2012.

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3 Delivering the qualification

Initial assessment and induction An initial assessment of each candidate should be made before the start of their programme to identify:

• if the candidate has any specific training needs

• support and guidance they may need when working towards their qualification

• any units they have already completed, or credit they have accumulated which is relevant to the qualification

• the appropriate type and level of qualification. We recommend that centres provide an induction programme so the candidate fully understands the requirements of the qualification, their responsibilities as a candidate, and the responsibilities of the centre. This information can be recorded on a learning contract. Induction should also be used to ensure that candidates are aware that this qualification does not make them qualified heating and ventilating engineers. All candidates should complete a declaration confirming their understanding. This declaration can be found in Appendix 2.

Support materials The following resources are available for this qualification:

Description How to access

Level 3 Assessment Task Manual City & Guilds website

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4 Assessment

Assessment of the qualification

Unit Number

Unit Title Assessment method Where to obtain assessment materials

201/501 Health and safety in building services engineering

Practical Assignment (201) City & Guilds on-line multiple choice test (501) The assessment covers the knowledge and practical requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Externally set assignment, locally marked and externally verified.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

301 Understand the fundamental principles and requirements of environmental technology systems

City & Guilds on-line multiple choice test

The assessment covers the knowledge requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

302 Complex industrial and commercial hot and cold water systems

Paper based multiple choice test

The assessment covers the knowledge requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

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303 Complex industrial and commercial ventilating and air conditioning systems

Assignment

The assessment covers the knowledge and practical requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Externally set assignment, locally marked and externally verified.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

304 Complex industrial and commercial heating systems

Assignment

The assessment covers the knowledge and practical requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Externally set assignment, locally marked and externally verified.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

305 Fuel supply for industrial and commercial systems

Paper based multiple choice test

The assessment covers the knowledge requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

306 Decommissioning and commissioning industrial and commercial systems

Assignment

The assessment covers the knowledge and practical requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Externally set assignment, locally marked and externally verified.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

308 Career awareness in building services engineering

Assignment

The assessment covers the knowledge and practical requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Externally set assignment, locally marked and externally verified.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

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309 Service and maintenance of industrial and commercial systems

Paper based multiple choice test

The assessment covers the knowledge requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

310 Servicing and maintaining industrial and commercial systems

Assignment

The assessment covers the knowledge and practical requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Externally set assignment, locally marked and externally verified.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

311 Electrical principles for industrial and commercial systems

Paper based multiple choice test

The assessment covers the knowledge requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

312 Principles of pipework welding

Paper based multiple choice test

The assessment covers the knowledge requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

313 Welding pipework for industrial and commercial systems

Assignment

The assessment covers the knowledge and practical requirements of the unit and assesses all learning outcomes to verify coverage of the unit.

Externally set assignment, locally marked and externally verified.

Go to www.cityandguilds.com and navigate to the 7188 webpage. Password available on the Walled Garden

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Test Specifications

Test: Unit 501 Health and safety in building services engineering Duration: 1 hour 15 mins

Unit Outcome Number of questions

%

501 01 Know health and safety legislation 4 10

02 Know how to handle hazardous situations 14 33

03 Know electrical safety requirements when working in the building services industry

7 17

04 Know the safety requirements for working with gases and heat producing equipment

8 19

05 Know the safety requirements for using access equipment in the building services industry

4 9

06 Know the safety requirements for working safely in excavations and confined spaces in the building services industry

5 12

Total 42 100

Test: Unit 301 Understand the fundamental principles and requirements of environmental technology systems Duration: 1 hour 15 mins

Unit Outcome Number of questions

%

301 01 Know the fundamental working principles of micro-renewable energy and water conservation technologies

10 37

02 Know the fundamental requirements of building location/building features for the potential to install micro-renewable and water conservation systems to exist

9 33

03 Know the fundamental regulatory requirements relating to micro-renewable energy and water conservation technologies

4 15

04 Know the typical advantages and disadvantages of micro-renewable energy and water conservation technologies

4 15

Total 27 100

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Test: Unit 302 Complex industrial and commercial hot and cold water systems Duration: 1 hour 15 mins

Unit Outcome Number of questions

%

302 01 Know the regulations relating to cold and hot water systems

10 25

02 Understand the requirements for backflow protection in systems

6 15

03 Know the operation of boosted cold water systems

8 20

04 Understand unvented hot water systems 16 40

Total 40 100

Test: Unit 305 Fuel supply for industrial and commercial systems Duration: 1 hour 15 mins

Unit

Outcome Number of questions

%

305 01 Know factors affecting fuel selection 7 116.7

02 Know installation requirements for fuel supply systems

14 33.3

03 Know combustion processes of fuel supply systems

12 28.6

04 Know principles of flue systems 9 21.4

Total 42 100

Test: Unit 309 Service and maintenance of industrial and commercial systems Duration: 1 hour 15 mins

Unit Outcome Number of questions

%

309 01 Understand how to plan for routine maintenance activities

16 40

02 Understand service and maintenance procedures for industrial and commercial systems

12 30

03 Understand fault finding procedures for industrial and commercial systems

12 30

Total 40 100

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Test: Unit 311 Electrical principles for industrial and commercial systems Duration: 1 hour 15 mins

Unit Outcome Number of questions

%

311 01 Know how electricity is supplied 10 25

02 Know the fundamental principles of electrical systems

10 25

03 Understand the principles of electric motors

6 15

04 Know control components 7 17.5

05 Know the requirements of electrical tests 7 17.5

Total 40 100

Test: Unit 312 Principles of pipework welding Duration: 1 hour 15 mins

Unit Outcome Number of questions

%

312 01 Understand principles of welding 11 27.5

02 Understand preparation requirements for welding activities

21 52.5

03 Understand how to weld 8 20

Total 40 100

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5 Units

Availability of units

The following units can also be obtained from The Register of Regulated Qualifications: http://register.ofqual.gov.uk/Unit

Structure of units

These units each have the following:

• City & Guilds reference number

• unit accreditation number

• title

• level

• credit value

• unit aim

• health and safety requirements

• learning outcomes which are comprised of a number of assessment criteria

• notes for guidance, where applicable.

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Unit 201/501 Health and safety in building services engineering

UAN: T/503/9669

Level: Level 2

Credit value: 3

GLH: 26

Aim: This combination unit provides learners with the essential health & safety knowledge and skills to demonstrate best practice in a business services engineering environment or sector. The unit provides learners with an awareness of relevant legislation and should underpin all business services engineering activities learners take part in.

Health and safety: Health and safety behaviour learned in this mandatory unit should be displayed in all arenas.

Learning outcome

The learner will: 1. know health and safety legislation.

Assessment criteria

The learner can: 1.1 state the aims of health and safety legislation 1.2 identify the responsibilities of individuals under health and safety

legislation 1.3 identify statutory and non-statutory health and safety materials 1.4 identify the different roles of Health and Safety Executive in

enforcing health and safety legislation.

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Range

Health and safety legislation The Health & Safety at Work Act, The Electricity at Work Regulations, Control of Substances Hazardous to Health (COSHH) Regulations, Working at Heights Regulations, Personal Protective Equipment at Work Regulations (PPE), Lifting and Manual Handling Operations Regulations, Provision and Use of Work Equipment Regulations, Control of Asbestos at Work Regulations, Health, Safety and Welfare Regulations, Health and Safety (First Aid) Regulations, Confined Spaces Regulations.

Individuals Employers, employees and contractors, visitors to site.

Health and safety materials Acts of Parliament, regulations, approved codes of practice, HSE Guidance notes.

Roles Improvement notice, prohibition notice, powers of prosecution, providing advice and guidance.

Learning outcome

The learner will: 2. know how to handle hazardous situations.

Assessment criteria

The learner can: 2.1 identify common hazardous situations found on site 2.2 describe safe systems at work 2.3 identify the categories of safety signs 2.4 identify symbols for hazardous substances 2.5 list common hazardous substances used in the building services

industry 2.6 list precautions to be taken when working with hazardous

substances 2.7 identify the types of asbestos that may be encountered in the

workplace 2.8 identify the actions to be taken if the presence of asbestos is

suspected 2.9 describe the implications of being exposed to asbestos 2.10 state the application of different types of personal protective

equipment 2.11 identify the procedures for manually handling heavy and bulky

items 2.12 identify the actions that should be taken when an accident or

emergency is discovered 2.13 state procedures for handling injuries sustained on-site 2.14 state the procedures for recording accidents and near misses at

work.

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Range

Hazardous situations Trailing leads, slippery or uneven surfaces, presence of dust and fumes, handling and transporting equipment or materials, contaminants and irritants, fire, working at heights, malfunctioning equipment, improper use and storage of tools and equipment, potential presence of asbestos.

Safe systems at work Method statements, permit to work systems, risk assessments, safety signs and notices.

Categories Mandatory, prohibition, information, warning.

Symbols Toxic, harmful, corrosive, irritant, oxidising, extremely flammable.

Hazardous substances Lead - solid and fume, solvents and lubricants, fluxes, jointing compounds, sealants, gases – LPG, oxy-acetylene and carbon dioxide, cleaning agents.

Precautions PPE, ventilation, risk assessment, method statements, safe systems of work.

Types of asbestos White asbestos (Chrysotile), brown or grey asbestos (Amosite), blue asbestos (Crocidolite), asbestos cement materials.

Actions Stop working immediately, report to supervisor.

Implications Long-term health implications (mesothelioma, asbestosis).

Personal protective equipment Clothing protection including high visibility, Eye protection, Hand protection, Head protection, Foot protection, Hearing protection, Respiratory protection.

Procedures for manually handling Single, two-person lift, mechanical lift.

Actions Raising the alarm, contact emergency services, follow typical emergency evacuation procedures, inform supervisor.

Procedures for handling injuries Make self safe, make area safe, administer first aid where appropriate, contact emergency services, contact nominated first aid person, contact supervisor.

Procedures for recording accidents RIDDOR, the use of company accident books, details to be recorded.

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Learning outcome

The learner will: 3. know electrical safety requirements when working in the building

services industry.

Assessment criteria

The learner can: 3.1 identify the common electrical dangers to be aware of on site 3.2 list different sources of electrical supply for tools and equipment 3.3 describe reasons for using reduced low voltage electrical supplies

for tool and equipment on site 3.4 identify how to conduct a visual inspection of portable electrical

equipment for safe condition before use 3.5 state actions to take when portable electrical equipment fails

visual inspection 3.6 outline the Safe Isolation Procedure 3.7 state the procedures for dealing with electric shocks.

Range

Electrical dangers Faulty electrical equipment, damaged electrical equipment, exposed conductors, damaged insulation, worn electrical cables and cords, trailing cables, proximity of cables, buried/hidden cables.

Sources Battery powered supplies, 110 volt supplies, 230 volt supplies, generating sets.

Reasons Increased likelihood for damage to equipment, operative in better contact with earth, protect from electric shock, reduces trailing leads.

Visual inspection Checking for a valid PAT test, Inspection for general condition.

Actions Remove from use, report to supervisor.

Procedures Removal from supply, CPR method, contact emergency services, report to supervisors, treatment of minor burns.

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Learning outcome

The learner will: 4. know the safety requirements for working with gases and heat

producing equipment.

Assessment criteria

The learner can: 4.1 identify different types of gases used on site 4.2 describe how bottled gases and equipment should be safely

transported and stored 4.3 describe how to conduct a visual inspection on heat producing

equipment for safe condition 4.4 describe how combustion takes place 4.5 state the dangers of working with heat producing equipment 4.6 state the procedures to follow on discovery of fires on site 4.7 identify different classifications of fires 4.8 identify types of fire extinguisher for different classifications of

fires.

Range

Types of gases Propane, butane, oxy-acetylene, nitrogen.

Visual inspection Inspection for general condition.

Combustion Three elements of the fire triangle.

Dangers Fires, burns, fumes, equipment damage, explosions.

Procedures Raise the alarm, follow safety evacuation procedures, fight fire if trained to do so.

Classifications of fires Class A, B, C, D, electrical fires.

Fire extinguisher Carbon dioxide, water, powder, foam.

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Learning outcome

The learner will: 5. know the safety requirements for using access equipment in the

building services industry.

Assessment criteria

The learner can: 5.1 identify different types of access equipment 5.2 select suitable equipment for carrying out work at heights based on

the work being carried out 5.3 describe the safety checks to be carried out on access equipment 5.4 describe safe erection methods for access equipment.

Range

Types of access equipment Step ladders, ladders, roof ladders and crawling boards, mobile tower scaffolds, podiums fixed scaffolds and edge protection, mobile elevated work platforms including scissor lifts and cherry pickers, telescopic ladders.

Work being carried out Duration at work, action points for heights.

Safety checks Visual, tagging, fit for purpose, secure level ground.

Access equipment Step ladders, ladders, roof ladders, mobile tower scaffolds, podiums, telescopic ladders.

Learning outcome

The learner will: 6. know the safety requirements for working safely in excavations and

confined spaces in the building services industry.

Assessment criteria

The learner can: 6.1 identify the situations in which it may be necessary to work in

excavations 6.2 describe how excavations should be prepared for safe working 6.3 state precautions to be taken to make excavations safe 6.4 identify areas where working in confined space may be a

consideration 6.5 state safety considerations when working in confined spaces.

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Range

Prepared Safe access into the excavation, trench support systems.

Precautions Use of warning signs, use of barriers, vehicle proximity to excavation edges.

Confined space Drainage systems, Plant rooms, Main service duct-rooms, In tanks, cylinders, boilers or cisterns, Under suspended timber floors, In roof spaces.

Safety considerations Ventilation, lighting, PPE, evacuation procedures, medical conditions, lone working.

Learning outcome

The learner will: 7. be able to apply safe working practice.

Assessment criteria

The learner can: 7.1 perform manual handling techniques 7.2 manually handle loads using mechanical lifting aids 7.3 demonstrate the safe method of assembly of access equipment 7.4 use access equipment safely.

Range

Manual handling Single, two-person lift.

Access equipment Step ladders, ladders, mobile tower scaffolds.

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Unit 201/501 Health and safety in building services engineering

Supporting information

Guidance Electrical equipment Includes power tools, lights etc Safe Isolation Procedure Recommend referring to JIB Safe Isolation Procedure On Site Where reference to ‘on site’ is made in this unit, the intention is that this covers building sites and domestic sites. It is recommended that assessors cover employee rights in relation to Health & Safety. This First Aid element of this unit is not intended to replicate a full First Aid course but to give learners the underpinning knowledge to understand the types of injuries they may come across in a work place.

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Unit 301 Understand the fundamental principles and requirements of environmental technology systems

UAN: K/602/3138

Level: Level 3

Credit value: 2

GLH: 15

Aim: 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.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. know the fundamental working principles of micro-renewable energy

and water conservation technologies.

Assessment criteria

The learner can: 1.1 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 1.2 identify the fundamental working principles for each of the

following electricity producing micro-renewable energy technologies:

• solar photovoltatic

• micro-wind

• micro-hydro

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1.3 identify the fundamental working principles of the following co-generation technologies:

• micro-combined heat and power (heat-led)

1.4 identify the fundamental working principles for each of the following water conservation technologies:

• rainwater harvesting

• greywater re-use.

Learning outcome

The learner will: 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: 2.1 clarify the fundamental requirements for the potential to install a

solar water heating system to exist 2.2 clarify the fundamental requirements for the potential to install a

solar photovoltaic system to exist 2.3 clarify the fundamental requirements for the potential to install a

ground source heat pump system to exist 2.4 clarify the fundamental requirements for the potential to install an

air source heat pump system to exist 2.5 clarify the fundamental requirements for the potential to install a

biomass system to exist 2.6 clarify the fundamental requirements for the potential to install a

micro wind system to exist 2.7 clarify the fundamental requirements for the potential to install a

micro hydro system to exist 2.8 clarify the fundamental requirements for the potential to install a

micro-combined heat and power (heat led) system to exist 2.9 clarify the fundamental requirements for the potential to install a

rainwater harvesting/greywater re-use system to exist.

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Learning outcome

The learner will: 3. know the fundamental regulatory requirements relating to micro-

renewable energy and water conservation technologies.

Assessment criteria

The learner can: 3.1 confirm what would be typically classified as ‘permitted

development’ under town and country planning regulations in relation to the deployment of the following technologies:

• solar thermal (hot water)

• solar photovoltatic

• ground source heat pump

• air source heat pump

• micro-wind

• biomass

• micro-hydro

• micro-combined heat and power (heat-led)

• rainwater harvesting

• greywater re-use 3.2 confirm which sections of the current building regulations/building

standards apply in relation to the deployment of the following technologies:

• solar thermal (hot water)

• solar photovoltatic

• ground source heat pump

• air source heat pump

• micro-wind

• biomass

• micro-hydro

• micro-combined heat and power (heat-led)

• rainwater harvesting

• greywater re-use.

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Learning outcome

The learner will: 4. know the typical advantages and disadvantages associated with

micro-renewable energy and water conservation technologies.

Assessment criteria

The learner can: 4.1 identify typical advantages associated with each of the following

technologies:

• solar thermal (hot water)

• solar photovoltatic

• ground source heat pump

• air source heat pump

• micro-wind

• biomass

• micro-hydro

• micro-combined heat and power (heat-led)

• rainwater harvesting

• greywater re-use 4.2 identify typical advantages associated with each of the following

technologies:

• solar thermal (hot water)

• solar photovoltatic

• ground source heat pump

• air source heat pump

• micro-wind

• biomass

• micro-hydro

• micro-combined heat and power (heat-led)

• rainwater harvesting

• greywater re-use.

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Unit 302 Complex industrial and commercial hot and cold water systems

UAN: T/504/1258

Level: Level 3

Credit value: 3

GLH: 21

Aim: The purpose of this unit is to enable learners to develop understanding of complex hot and cold water industrial and commercial systems. Learners will develop knowledge of how the regulations for hot and cold water should be applied. They will also gain knowledge of boosted cold water systems and unvented hot water systems.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. know the regulations relating to cold and hot water systems.

Assessment criteria

The learner can: 1.1 describe the purpose of the Water Regulations 1.2 describe how the Water Regulations affect the installation and use

of water systems 1.3 define the legal requirements for drawing water from an

undertakers main using a pump or booster 1.4 interpret the fluid risk levels as laid down in water legislation 1.5 state the regulation that governs work on unvented hot water

systems.

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Range

Purpose To protect against: waste, misuse, undue consumption, erroneous measurement, contamination of drinking water.

Water systems supplied by water undertaker, private source.

Legal requirements flow rates, permissions, notifications.

Learning outcome

The learner will: 2. understand the requirements for backflow protection in systems.

Assessment criteria

The learner can: 2.1 determine methods of preventing contamination in cold water

systems 2.2 propose where backflow prevention devices may be used 2.3 explain the operation of RPZ valves.

Range

Methods Air gaps, single check valves, double check valves, RPZ.

Devices mechanical, non-mechanical.

Learning outcome

The learner will: 3. know the operation of boosted cold water systems.

Assessment criteria

The learner can: 3.1 describe why boosted cold water systems are required 3.2 describe different types of boosted systems 3.3 explain the operation of components within boosted water

systems 3.4 assess suitability of types of boosted water systems.

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Boosted systems Direct, indirect, medium rise, high rise, drinking water, storage, non-storage.

Components Pumps, break cisterns, storage cisterns, pressure vessels, level controls, valves, pressure switches, backflow devices, headers.

Learning outcome

The learner will: 4. understand unvented hot water systems.

Assessment criteria

The learner can: 4.1 explain the working principles of unvented hot water systems 4.2 explain how equipment operates to generate unvented hot water 4.3 describe the operation of a thermal storage system 4.4 explain the function of safety devices in unvented hot water

systems 4.5 explain the operation of functional devices in unvented hot water

systems 4.6 specify the requirements of discharge pipework from temperature

and expansion relief valves 4.7 calculate the diameter of discharge pipework 4.8 explain how balanced supply can be established in unvented hot

water storage systems.

Range

Equipment Multi point, storage heater, instantaneous, gas fired water heater, calorifiers, plate heat exchanger.

Safety devices Pressure relief valve, temperature relief valve, ECO, control thermostat, anti-vac.

Functional devices Strainer, service valve, pressure reducing valve, check valves, expansion vessel, expansion relief valve.

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Unit 303 Complex industrial and commercial ventilating and air conditioning systems

UAN: A/504/1259

Level: Level 3

Credit value: 6

GLH: 52

Aim: This unit gives the learner an understanding of complex ventilating and air conditioning industrial and commercial systems and their operation. Learners will be able to establish comfort conditions for spaces, determine how a system affects the conditions within it and establish whether a system is suitable.

Learning outcome

The learner will: 1. understand the effects of ventilation equipment on comfort

conditions within buildings.

Assessment criteria

The learner can: 1.1 explain the implications of building uses on comfort condition

requirements 1.2 explain the effects of changes in system performance on

comfort conditions 1.3 describe how heat gains effect the comfort conditions within the

building 1.4 explain how test equipment is used to establish comfort

conditions 1.5 calculate air change rates within a room 1.6 assess the suitability of AC and Ventilation equipment for different

spaces 1.7 determine the comfort conditions within different spaces.

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Building uses General offices, high occupancy, heavy work, light work, building size, location, construction.

Comfort conditions Dry/wet bulb temperature, humidity, drafts, external & internal gains.

System performance Air quality, positive/negative room pressures, air flow rates.

Test Equipment Anemometer, manometer, pitot tubes, hygrometer, thermometer.

Guidelines CIBSE guide, building regulations.

Spaces High occupancy, low occupancy, different activity levels, different industrial processes, different purposes.

Learning outcome

The learner will: 2. understand the operation of complex ventilation systems and their

components.

Assessment criteria

The learner can: 2.1 explain the working principles of complex ventilation systems 2.2 explain the operation of components within complex ventilation

systems 2.3 explain how humidity is altered within complex ventilation

systems 2.4 describe methods for the removal of condensation from complex

ventilation systems 2.5 compare fan performance in various fan types 2.6 describe how noise can be reduced within ductwork systems 2.7 propose how energy can be saved within ventilation systems 2.8 explain the implications of undersized ductwork on system

performance.

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Range

Complex ventilation systems AHU, VAV, VRV, FCU, heat recovery units, natural wind catching equipment, balanced systems, dual duct, extract, supply, mechanical.

Components Dampers, actuators, sensors, humidifiers, coils, filters, attenuators, vanes, fans.

Methods Pumps, drains.

Fan types Centrifugal, axial, bifurcated, scroll, propeller.

Performance Laminar and turbulent flow, volume, velocity, pressure.

Learning outcome

The learner will: 3. understand the vapour compression cycle and the role of

components within it.

Assessment criteria

The learner can: 3.1 state the legislative requirements for handling refrigerants 3.2 describe the health and safety requirements for handling

refrigerants 3.3 identify different types of refrigerants 3.4 explain the principles of a vapour compression cycle 3.5 illustrate the layout of a vapour compression cycle 3.6 explain the function of the main components within a refrigerant

circuit 3.7 describe how refrigerant circuits are used within ventilation

systems.

Range

Legislative requirements F Gas regulations, H&S at work act, Environmental protection regulations 1996.

Health & Safety Requirements PPE, risk assessments, method statements.

Refrigerants R22, R134a, R123, R407c, Ammonia.

Components Compressor, evaporator, condenser, expansion device, drier.

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Unit 304 Complex industrial and commercial heating systems

UAN: M/504/1260

Level: Level 3

Credit value: 7

GLH: 61

Aim: The purpose of this unit is for learners to develop understanding of complex industrial and commercial heating systems. In particular, learners will focus on high temperature heating systems.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. understand the working principles of industrial and commercial

heating systems.

Assessment criteria

The learner can: 1.1 explain the working principles of industrial and commercial

heating systems 1.2 describe the pipework layouts for industrial and commercial

heating systems 1.3 explain the operating principles of boilers 1.4 calculate the pipe size requirements in relationship to heat loads 1.5 justify the positioning of components in industrial and commercial

heating systems 1.6 explain the effect of pipework bore diameter on heat loads 1.7 assess the relative merits of district heating 1.8 differentiate between constant and variable temperature circuits 1.9 differentiate between diverting and mixing applications.

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Range

Industrial and commercial heating systems Low temperature hot water, medium temperature hot water, warm air systems, radiant heating, trench heating.

Boilers High efficiency, modular, cast iron sectional, steel shell, copper or steel water tube.

Components Low loss headers, heat emitters, temperature controls, time controls, energy management systems, valves (including safety valves), pumps, accelerators, expansion vessels.

Learning outcome

The learner will: 2. understand preparation requirements for installation of industrial and

commercial heating systems.

Assessment criteria

The learner can: 2.1 determine specific heating installation requirements from drawings 2.2 interpret sources of information when determining heating

installation requirements 2.3 justify pipework for industrial and commercial heating systems 2.4 describe the purpose of documents relating to heating design and

installation 2.5 propose thermostatic heating controls for heating systems 2.6 critically compare heat emitters for different heating systems 2.7 assess suitability of materials for heating systems.

Range

Pipework Materials, fittings.

Sources of information Statutory Regulations, Codes of Practice, Industry Standards, Industry Guides/Good Practice Guides, specifications, Manufacturers Instructions.

Documents TR/6, TR20, Part L Building Regulations, Manufacturers instructions, Gas Safe Installation and Use Regulations.

Thermostatic heating controls Radiator valves, Pipe line sensors, Room sensors.

Heat emitters Radiators, Convectors (natural and forced), Unit heaters, Radiant panels and strips, Coils/fan coil units, Embedded panels (under floor).

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Learning outcome

The learner will: 3. understand principles of high temperature heating systems.

Assessment criteria

The learner can: 3.1 explain scientific principles of high temperature heating systems 3.2 describe the advantages of high temperature hot water (HTHW)

over low temperature hot water (LTHW) systems 3.3 explain methods of pressurising high temperatures 3.4 describe different types of application for high temperature

heating systems 3.5 explain system layout for the type of application 3.6 compare types of heat exchangers 3.7 describe the installation techniques for high temperature

heating systems 3.8 analyse the safety implications involved with high temperature

heating systems.

Range

Scientific principles Relationship between pressure and temperature, expansion, use of steam, boiling points at different temperatures.

Methods Nitrogen, steam, air, pressurisation units.

Types of application Process, space heating, LTHW, hot water generation, industrial, district heating.

System layout Arrangement of pipework and components.

Heat exchangers Phase change, plate, non-storage, horizontal calorifiers, storage.

Installation techniques Pipe jointing, bracketing, accommodation of pipework expansion.

Safety implications Explosion, scalding, high pressure, production of steam.

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Unit 305 Fuel supply for industrial and commercial systems

UAN: A/504/1262

Level: Level 3

Credit value: 7

GLH: 59

Aim: This unit provides learners with knowledge of different types of fuels used in industrial and commercial systems. Learners will focus on gas and oil fuel supply systems, but will also gain knowledge of solid fuel and sustainable sources. Learners will gain knowledge of combustion processes and chimney and flue systems and apply this knowledge when planning installation.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. know factors affecting fuel selection.

Assessment criteria

The learner can: 1.1 identify the types of fuels used in appliances 1.2 identify scientific properties of fuels 1.3 describe the factors which affect the selection of fuels 1.4 state sources of information for fuel supply installation 1.5 define the regulatory bodies which govern the installation of

various fuel types 1.6 specify the storage requirements for fuels 1.7 describe factors which could affect storage requirements for

fuels.

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Fuels Natural Gas, LPG, oil, solid fuel, sustainable sources.

Scientific properties Viscosity, density, flash point temperature, explosive limits, calorific value – gross and net values, specific gravity, pressure.

Factors Client preference, Availability, appliance type, fuel storage requirements, environmental considerations, smoke control legislation, cost.

Sources of information British Standards, regulations, manufacturers instructions, guidance notes.

Regulatory bodies Gas Safe, OFTEC, HETAS.

Factors Space, delivery requirements, safety, weather conditions, distribution, locality to dwelling.

Learning outcome

The learner will: 2. know installation requirements for fuel supply systems.

Assessment criteria

The learner can: 2.1 describe the operation of solid fuel supply distribution system

components 2.2 identify the correct installation sequence for solid fuel supply

distribution system components 2.3 describe pipework installation techniques for oil supply pipework

systems 2.4 identify the installation requirements for oil storage tanks 2.5 identify the different types of oil supply distribution systems 2.6 describe the correct sequence of components within oil supply

distribution system 2.7 describe the correct operation of components within oil supply

distribution system 2.8 explain the operating procedures of fire valves 2.9 identify the different types of gas supply distribution system 2.10 describe pipework installation techniques for gas supply

pipework systems 2.11 identify correct operating pressures of gas supply systems 2.12 describe the correct sequence of components within gas supply

distribution system 2.13 describe the correct operation of components within gas supply

distribution system.

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Range

Solid fuel supply distribution system components Storage hopper, service bunker, stoker, automatic worm /screw, clinker crusher.

Oil supply pipework systems Suitable materials, fittings, brackets, jointing methods, underground supply requirements, corrosion protection, insulation requirements, labelling identification.

Requirements for oil storage tanks Bunding requirements, suitable materials, fill pipe, vent pipe, sludge prevention, drain valve, gauges.

Types of oil supply distribution system Single pipe, two pipe tiger loop.

Components within oil supply distribution system Supply line, return line, isolation valve, non-return valve, fire valve, service valve, filter, de-aerator.

Fire valves Fusible head, fusible link, electronic sensor.

Gas supply LPG, Natural gas.

Gas supply pipework systems Suitable materials, fittings, brackets, jointing methods, underground supply requirements, corrosion protection, insulation requirements, labelling identification.

Components within gas supply distribution system Emergency control valve, meter, governor, filter, service valve, purge point, service valve, test point.

Learning outcome

The learner will: 3. know combustion processes of fuel supply systems.

Assessment criteria

The learner can: 3.1 describe the chemical reaction required for the combustion

process 3.2 identify the main constituents of complete combustion 3.3 identify the main constituents of incomplete combustion 3.4 identify signs of incomplete combustion 3.5 identify causes of incomplete combustion 3.6 describe the symptoms of co poisoning 3.7 describe procedures if incomplete combustion is suspected 3.8 describe the use of co detectors 3.9 explain the requirements for ventilation 3.10 identify the different types of ventilation 3.11 explain installation practices for ventilation 3.12 calculate ventilation requirements for different situations.

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Chemical reaction Fuel + Oxygen + Ignition.

Signs Yellow flame, sooting, staining.

Causes Lack of oxygen, too much fuel, Vitiated air, flame cooling.

Procedures Isolate, ventilate, evacuate, notify.

Use Secondary protection.

Requirements Combustion air, cooling air.

Types Natural, Mechanical.

Installation practices Continuous size, sleeved, free air calculated, permanently open, fly screen.

Situations Open flue, room sealed, compartment.

Learning outcome

The learner will: 4. know principles of flue systems.

Assessment criteria

The learner can: 4.1 explain the operating principles of flue systems 4.2 identify classifications of flue systems 4.3 identify the components within flue systems 4.4 explain the effects of layout on flue systems 4.5 state the layout and features of chimney and flue construction 4.6 reference termination requirements for flue systems from relevant

documents 4.7 identify safety requirements when fans are installed into flue

systems 4.8 describe testing requirements for flue systems 4.9 explain maintenance requirements for flue systems.

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Range

Operating principles Remove combustion products, draw in combustion air.

Classifications Open flued, balanced, fan assisted.

Components Primary flue, draught diverter, secondary flue, terminal, fan, damper.

Effects Height, internal temperature, external temperature, air quality, humidity, route, bends.

Chimney and flue construction Rigid chimney types (brick / masonry, pre-cast flue blocks, metallic (single & double wall flues), flexible metallic liner installation – (types and suitability).

Documents British standards, manufacturer’s instructions.

Safety requirements Appliance Interlock.

Testing requirements Visual inspection, Flue flow, spillage, flue analysis.

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Unit 306 Decommissioning and commissioning industrial and commercial systems

UAN: F/504/1263

Level: Level 3

Credit value: 6

GLH: 51

Aim: This combination unit allows learners to develop their understanding of how industrial and commercial systems are decommissioned and commissioned. Learners will understand procedures involved in soundness testing and the requirements for commissioning and decommissioning both systems and their constituent components. They will develop skills that allow them to both commission and decommission a range of industrial and commercial systems.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. understand how to carry out soundness tests on industrial and

commercial systems.

Assessment criteria

The learner can: 1.1 interpret information for the soundness testing of industrial and

commercial systems 1.2 explain effects of soundness testing on system components 1.3 explain actions taken to prevent damage to components from

soundness testing 1.4 explain the procedure for carrying out a soundness test on

industrial and commercial systems 1.5 assess suitability of tests for different scenarios 1.6 describe the methods for soundness testing on industrial and

commercial systems.

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Range

Information Statutory Regulations, Codes of Practice, Industry Standards, Industry Guides/Good Practice Guides, specifications, manufacturers instructions.

Components Safety valves, pipework, expansion vessels, boilers, pumps, bellows.

Procedure Notify relevant persons, check relevant information sources, isolation, visual inspection, soundness test, inspect, witnessing, certificate.

Scenarios Above ground, below ground, different types of systems, different types of materials.

Industrial and commercial systems Wet systems, ventilating systems.

Methods Hydraulic, pneumatic.

Learning outcome

The learner will: 2. understand decommissioning of industrial and commercial systems.

Assessment criteria

The learner can: 2.1 interpret the information to ensure the safe decommissioning of

systems 2.2 explain methods used to confirm that systems are safe to work on 2.3 explain implications of carrying out decommissioning activities 2.4 compare decommissioning work sequences for different industrial

and commercial systems 2.5 describe means of safeguarding client’s property 2.6 propose actions to take when normal emptying or shut off

mechanisms for industrial and commercial systems do not operate 2.7 explain the safe isolation of the source of electrical energy and

controls 2.8 describe methods of isolating the fuel supply.

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Information Statutory Regulations, Codes of Practice, Industry Standards, Industry Guides/Good Practice Guides, specifications, manufacturers instructions, drawings.

Methods Check system pressure, check system contents, check power.

Implications To other persons (clients/customers, other site workers, site visitors), to building operations, to systems.

Industrial and commercial systems Low temperature hot water, high temperature hot water, cold water, fuel types, ventilating.

Safeguarding Dust sheets, warning notices, appropriate clothing, move delicate items, board out floor.

Fuel supply Natural gas, LPG, oil.

Learning outcome

The learner will: 3. understand the commissioning of industrial and commercial systems.

Assessment criteria

The learner can: 3.1 interpret the information to ensure the correct commissioning of

systems 3.2 explain the procedures for establishing correct performance of

industrial and commercial systems 3.3 describe the procedures for establishing correct performance of

industrial and commercial wet components 3.4 describe the procedures for establishing correct performance of

industrial and commercial ventilating components 3.5 explain why cooperation and liaison with other persons may be

required during commissioning 3.6 discuss actions to take when components do not meet

performance requirements 3.7 explain water treating procedures for industrial and commercial

systems 3.8 explain the procedures for charging industrial and commercial

systems 3.9 state information that would be required to complete

commissioning documentation.

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Range

Information Statutory Regulations, Codes of Practice, Industry Standards, Industry Guides/Good Practice Guides, specifications, manufacturers instructions, drawings.

Performance Flow, pressures, temperature, efficiency, velocity, volume, speed, mechanical, operational.

Industrial and commercial systems Cold water, hot water, heating, chilled water, ventilating.

Industrial and commercial wet components Calves, heat emitters, appliances, controls, pumps, accelerators, storage cisterns, vessels, heat exchangers.

Industrial and commercial ventilating components Fans (axial and centrifugal), heater battery, cooling battery, Variable air volume units, motorised dampers, fire dampers.

Other persons Clients/customers, other site workers, site visitors, other trades.

Actions Investigate, rectify, recheck, report.

Water treating Flushing, dosing, chlorinating.

Learning outcome

The learner will: 4. be able to decommission industrial and commercial systems.

Assessment criteria

The learner can: 4.1 plan decommissioning activities 4.2 isolate electrical supplies 4.3 isolate water supplies 4.4 confirm safe isolation 4.5 drain industrial and commercial systems 4.6 take procedures to make safe industrial and commercial systems.

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Plan Use information to identify commissioning activities, sequence activities, allocate timings to activities, identify resource requirements, method statements, risk assessment, points of contact, permit to work.

Isolate To IEE wiring regulations.

Industrial and commercial systems

Cold water, hot water, heating.

Procedures Warning notices, capping off, plugging off, valve isolation, locking off.

Learning outcome

The learner will: 5. be able to commission industrial and commercial systems.

Assessment criteria

The learner can: 5.1 take procedures to make safe industrial and commercial systems 5.2 charge industrial and commercial systems 5.3 vent industrial and commercial systems 5.4 commission components for industrial and commercial systems 5.5 commission industrial and commercial systems 5.6 document commissioning activities.

Range

Procedures Prove test equipment, isolate, test all phases, remove fuse and lock off, prove test equipment.

Industrial and commercial systems Cold water, hot water, heating.

Commission Accordance with manufacturers instructions.

Document Commissioning certificate.

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Unit 308 Career awareness in building services engineering

UAN: K/504/0253

Level: Level 3

Credit value: 2

GLH: 20

Aim: This unit will introduce learners to the concept of planning for own career development and setting goals to help realise plans. Learners will investigate the different crafts that make up Building Services Engineering. Learners are required to compile documents to support career plans including Curriculum Vitaes and personal statements. The unit is designed to demonstrate to learners that there are many optional career pathways including becoming highly skilled in own craft or exploring supervisory responsibilities

Learning outcome

The learner will: 1. understand how to plan for careers in building services engineering.

Assessment criteria

The learner can: 1.1 identify resources to support career planning 1.2 describe elements of career planning 1.3 describe documents to support career development 1.4 explain the principles of goal setting 1.5 describe how to set goals 1.6 define the different roles in building services engineering 1.7 explain opportunities for progression within building services

engineering 1.8 describe types of employment.

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Resources Internet, publications, professional bodies/organisations, educational support and guidance, independent research, mentors, networking, job descriptions, role models, job centres, recruitment agencies, awarding organisations.

Elements Goal setting, qualifications, Curriculum Vitae (CV), person specification, aspirations, work experience, SWOT analysis.

Documents Curriculum Vitae (CV), personal statement, portfolio, cover letter, references, business plans.

Principles SMART targets, SWOT analysis.

Goals Short, medium, long.

Roles Installation electrician, heating and ventilation service and maintenance engineer, plumber, heating and ventilation engineer, refrigeration engineer, maintenance electrician, ductwork installer, air-condition engineer.

Opportunities for progression Supervisor, manager, business owner, highly skilled in craft, sideways moves to different crafts, assessor/trainer, designer, surveyor, estimator, apprenticeship, engineer, director.

Types Contract work, private, consultancy, sub-contractor, casual labour.

Learning outcome

The learner will: 2. understand the requirements to become a qualified operative in

building services engineering.

Assessment criteria

The learner can: 2.1 describe specific requirements for career choices in building

services engineering 2.2 identify the areas in building services which run competent person

schemes 2.3 define the term competent person scheme (CPS) 2.4 identify the renewal requirements for being part of competent

person schemes 2.5 describe the consequences of not being part of the competent

person scheme when working in building services engineering.

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Specific requirements Qualifications, experience, competency, legal.

Areas Gas, hot water, cold water, electrical, air conditioning, solid fuel, environmental technologies, oil.

Term competent person scheme (CPS) To enable self-certification of own work carried out.

Consequences Fines, imprisonment, loss of license to practice, injury.

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Unit 309 Service and maintenance of industrial and commercial systems

UAN: J/504/1264

Level: Level 3

Credit value: 7

GLH: 63

Aim: This unit will develop in learners the understanding of service and maintenance requirements of industrial and commercial systems. Learners will understand documentation requirements from types of contracts to documentation to be completed by service and maintenance engineers. They will develop understanding of the planning required and procedures to be followed when carrying out service and maintenance activities. Learners will also develop an understanding of fault finding techniques used by service and maintenance engineers.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. understand how to plan for routine maintenance activities.

Assessment criteria

The learner can: 1.1 describe types of maintenance contracts 1.2 assess financial impacts of the correct selection of maintenance

plans 1.3 describe how sources of information contribute to producing

maintenance schedules 1.4 explain the importance of communicating with client 1.5 describe access requirements for different buildings 1.6 describe service and maintenance notification requirements 1.7 explain resources required for service and maintenance activities 1.8 discuss how the environmental conditions of systems affects

maintenance requirements.

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Range

Maintenance contracts Fully comprehensive, reactive, maintenance only.

Information Risk assessment, method statement, maintenance programme, permits to work, HVCA specification.

Access requirements Points of contact, security arrangements, hours of operation, working at heights.

Notification requirements Who to notify, timings, content.

Resources Tools, equipment, materials, fittings, sub-contractors.

Environmental conditions Humidity, temperature, air quality, hours of operation.

Learning outcome

The learner will: 2. understand service and maintenance procedures for industrial and

commercial systems.

Assessment criteria

The learner can: 2.1 explain maintenance activities for systems 2.2 explain how maintenance activities affects system performance 2.3 describe the operation of appliances 2.4 explain maintenance procedures for appliances 2.5 explain maintenance procedures for components 2.6 explain how to make adjustments to appliances.

Range

Maintenance activities Cleaning, lubricating, adjusting, balancing, tightening, charging, venting, replacing, checking, bleeding.

Systems Hot, cold, chilled, heating, fuel supply.

Appliances Warm air heaters, radiant tube heaters, boilers, burners, water heaters.

Components Pumps, fans, actuators, valves, controls, flues, filters, dampers, batteries.

Adjustments Pressures, temperatures, combustion ratios, flow rates, speeds.

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Learning outcome

The learner will: 3. understand fault finding procedures for industrial and commercial

systems.

Assessment criteria

The learner can: 3.1 identify sources of information required 3.2 explain logical sequence for finding faults 3.3 explain symptoms of faults in systems 3.4 describe how system faults are rectified 3.5 explain performance checks required to confirm correct system

operation 3.6 describe how replacement components are assessed for suitability.

Range

Sources of information

Manufacturer’s instructions, operation manual, client, drawings, specifications, risk assessments, method statement, flow.

Symptoms

No flow, no heat, noise, low pressure, seizure, high pressure, leaks, vibration, corrosion.

Performance checks

Visual, operational, electrical, mechanical.

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Unit 310 Servicing and maintaining industrial and commercial systems

UAN: L/504/1265

Level: Level 3

Credit value: 9

GLH: 81

Aim: This practical unit develops in learners the skills needed to service and maintain industrial and commercial systems. They will also develop fault finding and rectifying techniques that are appropriate for these systems. The focus of the unit is on hot water, cold water and heating systems.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. be able to perform service and maintenance activities on industrial

and commercial systems.

Assessment criteria

The learner can: 1.1 produce a maintenance programme 1.2 plan maintenance activities 1.3 assess risks of planned maintenance activities 1.4 deactivate systems for maintenance activities 1.5 perform service and maintenance activities on systems 1.6 perform service and maintenance activities on appliances.

Range

Plan Tools, equipment, materials, labour, notifications, access.

Systems Hot, cold, heating.

Maintenance activities Cleaning, lubricating, adjusting, balancing, tightening, charging, venting, replacing, checking, bleeding.

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Learning outcome

The learner will: 2. be able to perform fault finding activities on industrial and

commercial systems.

Assessment criteria

The learner can: 2.1 identify faults in systems 2.2 identify faults in appliances 2.3 assess suitability of replacement components 2.4 rectify faults in systems 2.5 rectify faults in appliances 2.6 conduct performance checks 2.7 document fault finding activities.

Range

Systems Hot, cold, heating.

Appliances Warm air heaters, radiant tube heaters, boilers, burners, water heaters.

Performance checks Visual, operational, electrical, mechanical.

Document Report sheets.

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Unit 311 Electrical principles for industrial and commercial systems

UAN: R/504/1266

Level: Level 3

Credit value: 6

GLH: 53

Aim: The purpose of this unit is for learners to develop knowledge of electrical principles needed to carry out service and maintenance tasks on industrial and commercial systems. Learners will gain knowledge of electrical principles of motors and circuits and related testing requirements.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. know how electricity is supplied.

Assessment criteria

The learner can: 1.1 identify methods of generating electricity for distribution 1.2 identify transmission voltages 1.3 identify distribution voltages 1.4 state the component parts of the electrical distribution network.

Range

Methods Coal, oil, biomass, wind, wave, hydro, nuclear, photo-voltaic, gas, microgeneration.

Transmission voltages 400KV, 275KV, 132KV.

Distribution voltages 33KV, 11KV, 400/230V.

Component parts Sub-stations, pylons, power stations, cables, insulators, transformers.

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Learning outcome

The learner will: 2. know the fundamental principles of electrical systems.

Assessment criteria

The learner can: 2.1 identify the fundamental principles of electricity 2.2 describe the fundamental principles of three phase supply 2.3 describe how three phase supply is protected 2.4 identify the fundamental principles of electrical circuits.

Range

Principles of electricity Ohms Law, direct current and alternating current, potential difference, resistance, frequency, impedance, current, power, electrical shock potential and its consequences.

Principles of three phase supply A.c, frequency, phase angle, current, voltage, transforming potential, live and neutrals, power, power factor.

Protected MCB, fuse, cartridge fuse, thermal overload, isolator, phase failure.

Principles of electrical circuits Single phase, three phase, earthing and bonding, series, parallel.

Learning outcome

The learner will: 3. understand the principles of electric motors.

Assessment criteria

The learner can: 3.1 explain the principles of motors 3.2 explain starting arrangements for motors 3.3 describe the protection arrangements for motor starting

arrangements.

Range

Principles of three phase motors Rotation, frequency, magnetic field, winding connections, Star, Delta, part-wind.

Starting arrangements Direct Online (Star, Delta) Star-Delta, resistance start induction run (RSIR), capacitor start induction run (CSIR), capacitor start and run (CSR).

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Learning outcome

The learner will: 4. know control components.

Assessment criteria

The learner can: 4.1 explain relationship between power and control circuits 4.2 describe the operation of control components 4.3 describe control circuit protection methods.

Range

Control components Thermostats, flow switches, over current/over temperature (bimetal, PTC, NTC), relays (current, potential, solid state), contactors, actuators.

Protection methods Fuse, MCB, thermal.

Learning outcome

The learner will: 5. know the requirements of electrical tests.

Assessment criteria

The learner can: 5.1 identify the purpose of electrical tests for industrial and

commercial systems 5.2 describe procedures of electrical tests 5.3 select testing equipment for electrical tests.

Range

Electrical tests Polarity, earth fault loop impedence, continuity, insulation resistance, run current.

Testing equipment Multimeter, ammeter, voltmeter, megaohm meter.

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Unit 312 Principles of pipework welding

UAN: D/504/1268

Level: Level 3

Credit value: 6

GLH: 54

Aim: The purpose of this unit is to develop learner’s understanding of the principles of pipework welding that can be used with industrial and commercial systems. The unit can relate to either arc welding or oxy-acetylene welding, although they will be introduced to both. Learners will understand how to prepare for welding activities, including safety requirements as well as techniques used in welding.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. understand principles of welding.

Assessment criteria

The learner can: 1.1 explain the behaviour that heat has on metals 1.2 explain how MMA welding works 1.3 explain the principles of Oxy-acetylene welding 1.4 explain the methods of reducing distortion 1.5 explain the effect that welding has on the structure of steel.

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Range

Behaviour Pressure Stress, tensile stress, creep, fatigue, strain elasticity, distortion.

How MMA welding works Source of electrical power, the simple electric circuit of arc welding, earthing, voltage drop, three phase welding supply, transference of metal across the arc gap.

Principles Oxygen, acetylene, adjustment of the flame, leftward or rightward welding.

Methods Decrease welding speed using small flame, use large electrode and lowest current, correct alignment of work, use wedges or clamps.

Effect Structural, dilution, pick-up, cracking in steel.

Learning outcome

The learner will: 2. understand preparation requirements for welding activities.

Assessment criteria

The learner can: 2.1 explain safety issues associated with welding activities 2.2 interpret information sources for welding activities 2.3 explain operating principles of welding equipment 2.4 interpret welding symbols 2.5 analyse relationship between amps and heat output 2.6 describe how heat output is controlled throughout the welding

process 2.7 explain how flame settings are optimised 2.8 assess suitability of consumables for welding activities 2.9 explain how waste materials are managed.

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Range

Safety issues Ventilation and fume protection, lighting, fire, explosion, burning, lifting, arc eye.

Information sources TR5 document, British Standards, engineering drawings, specifications, hot work permits, method statements, risk assessments.

Welding equipment Leads, handsets, transformers, regulators, flame arresters, cylinders, nozzles.

Settings Oxidising, aerated, carbonising.

Controlled Flow rates, nozzle sizes, amps.

Consumables Rods, filler wire, pipe, nozzles, flux coatings.

Learning outcome

The learner will: 3. understand how to weld.

Assessment criteria

The learner can: 3.1 explain the purpose of stages in welding processes 3.2 identify angles required for different welding positions 3.3 describe different types of tests.

Range

Stages Tack, root-run, filler, reinforcement.

Positions Horizontal, vertical, overhead, fixed.

Types of tests Strength, destructive, non-destructive, stress, x-ray.

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Unit 313 Welding pipework for industrial and commercial systems

UAN: A/504/1486

Level: Level 3

Credit value: 16

GLH: 152

Aim: This practical unit develops in learners the skills needed to weld pipework for industrial and commercial systems. Learners can develop skills for either arc welding or oxy-acetylene welding through this unit.

Health and safety Healthy and safety behaviour learned in mandatory unit 201/501 should be displayed in all arenas.

Learning outcome

The learner will: 1. be able to prepare for welding activities.

Assessment criteria

The learner can: 1.1 bevel pipe edges 1.2 select consumables for welding 1.3 check materials fit for purpose 1.4 prepare welding equipment 1.5 set welding equipment 1.6 align pipe.

Range

Consumables Rod types, rod types, nozzles, filler wire, flux coatings.

Materials Pipe, fittings, flux coatings, equipment.

Prepare Leads, earthing, connections, nozzles.

Set Gas pressures, voltages.

Align Alignment, gaps.

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Learning outcome

The learner will: 2. be able to weld.

Assessment criteria

The learner can: 2.1 tack pipework 2.2 conduct root-run welds on pipework in different positions 2.3 conduct filler welds on pipework in different positions 2.4 conduct reinforcement welds on pipework in different positions 2.5 adopt safe working practices.

Range

Pipework Pipe, plate.

Positions Horizontal, vertical, overhead, restricted, fixed.

Welds Butt, fillet, branch.

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Appendix 1 Relationships to other qualifications

Links to other qualifications

This qualification has connections to the:

• Level 2 Diploma in Heating and Ventilating (7188)

• Level 2 Diploma in Plumbing Studies (6035)

• Level 3 Diploma in Plumbing Studies (6035)

• Level 2 NVQ in Plumbing and Heating (6189)

• Level 3 NVQ in Plumbing and Heating (6189)

• Level 3 NVQ in Electrotechnical Services (2357)

• Level 2 NVQ in Heating and Ventilating (6188)

• Level 3 NVQ in Heating and Ventilating (6188)

• Level 2 NVQ in Refrigeration and Air Conditioning (6187)

• Level 3 NVQ in Refrigeration and Air Conditioning (6187)

• Level 2 Diploma in Electrical Installations (Buildings and Structures) (2365)

• Level 3 Diploma in Electrical Installations (Buildings and Structures) (2365)

• Level 2 Diploma in Refrigeration, Air Conditioning and Heat Pump Systems (7189)

• Level 3 Diploma in Refrigeration, Air Conditioning and Heat Pump Systems (7189)

Literacy, language, numeracy and ICT skills development

This qualification can develop skills that can be used in the following qualifications:

• Functional Skills (England) – see www.cityandguilds.com/functionalskills

• Essential Skills (Northern Ireland) – see www.cityandguilds.com/essentialskillsni

• Essential Skills Wales – see www.cityandguilds.com/esw

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Appendix 2 Disclaimer

This document must be completed by the candidate and the tutor as part of the qualification induction.

You have been enrolled on the Level 3 Diploma in Heating and Ventilating (7188-03). This is a qualification that tests both practical and knowledge based skills in a realistic working environment. When you have successfully completed this qualification you will be at an Engineer’s Mate level.

In order to fully qualify as a Heating and Ventilating Engineer you will need to fully meet the performance criteria as laid down in the National Occupational Standards put together by Summit Skills, the Sector Skills Council. This is covered in the City & Guilds6188 NVQ Diploma in Heating and Ventilating.

Your tutor/assessor will be able to explain how you may progress onto the City & Guilds 6188 NVQ Diploma in Diploma in Heating and Ventilating. However, you should be aware that the relevant performance units will need to be carried out in industry. Completion of the 6188 will enable you to apply to join an industry graded or competent person’s scheme.

I can confirm that as part of my induction the above statement has been explained and I understand that completing the City & Guilds Level 3 Diploma in Heating and Ventilating (7188-03) qualification will not make me a fully qualified Heating and Ventilating Engineer. Candidate _________________________ Date _________________ Tutor __________________________ Date-__________________

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Appendix 3 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.

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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: how to register for e-assessments.

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Useful contacts

UK learners General qualification information

T: +44 (0)844 543 0033 E: [email protected]

International learners General qualification information

T: +44 (0)844 543 0033 F: +44 (0)20 7294 2413 E: [email protected]

Centres Exam entries, Certificates, Registrations/enrolment, Invoices, Missing or late exam materials, Nominal roll reports, Results

T: +44 (0)844 543 0000 F: +44 (0)20 7294 2413 E: [email protected]

Single subject qualifications Exam entries, Results, Certification, Missing or late exam materials, Incorrect exam papers, Forms request (BB, results entry), Exam date and time change

T: +44 (0)844 543 0000 F: +44 (0)20 7294 2413 F: +44 (0)20 7294 2404 (BB forms) E: [email protected]

International awards Results, Entries, Enrolments, Invoices, Missing or late exam materials, Nominal roll reports

T: +44 (0)844 543 0000 F: +44 (0)20 7294 2413 E: [email protected]

Walled Garden Re-issue of password or username, Technical problems, Entries, Results, e-assessment, Navigation, User/menu option, Problems

T: +44 (0)844 543 0000 F: +44 (0)20 7294 2413 E: [email protected]

Employer Employer solutions, Mapping, Accreditation, Development Skills, Consultancy

T: +44 (0)121 503 8993 E: [email protected]

Publications Logbooks, Centre documents, Forms, Free literature

T: +44 (0)844 543 0000 F: +44 (0)20 7294 2413

Every effort has been made to ensure that the information contained in this publication is true and correct at the time of going to press. However, City & Guilds’ products and services are subject to continuous development and improvement and the right is reserved to change products and services from time to time. City & Guilds cannot accept liability for loss or damage arising from the use of information in this publication. If you have a complaint, or any suggestions for improvement about any of the services that we provide, email:[email protected]

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About City & Guilds As the UK’s leading vocational education organisation, City & Guilds is leading the talent revolution by inspiring people to unlock their potential and develop their skills. We offer over 500 qualifications across 28 industries through 8500 centres worldwide and award around two million certificates every year. City & Guilds is recognised and respected by employers across the world as a sign of quality and exceptional training. City & Guilds Group The City & Guilds Group operates from three major hubs: London (servicing Europe, the Caribbean and Americas), Johannesburg (servicing Africa), and Singapore (servicing Asia, Australia and New Zealand). The Group also includes the Institute of Leadership & Management (management and leadership qualifications), City & Guilds Licence to Practice (land-based qualifications), the Centre for Skills Development (CSD works to improve the policy and practice of vocational education and training worldwide) and Learning Assistant (an online e-portfolio). Copyright The content of this document is, unless otherwise indicated, © The City and Guilds of London Institute and may not be copied, reproduced or distributed without prior written consent. However, approved City & Guilds centres and candidates studying for City & Guilds qualifications may photocopy this document free of charge and/or include a PDF version of it on centre intranets on the following conditions:

• centre staff may copy the material only for the purpose of teaching candidates working towards a City & Guilds qualification, or for internal administration purposes

• candidates may copy the material only for their own use when working towards a City & Guilds qualification

The Standard Copying Conditions (see the City & Guilds website) also apply. Please note: National Occupational Standards are not © The City and Guilds of London Institute. Please check the conditions upon which they may be copied with the relevant Sector Skills Council. Published by City & Guilds, a registered charity established to promote education and training

City & Guilds 1 Giltspur Street London EC1A 9DD T +44 (0)844 543 0000 F +44 (0)20 7294 2413 www.cityandguilds.com

HB-02-7188