Install small bore heating systems

This unit of competency specifies the outcomes required to install small bore hydronic heated water heating systems.


Site location for work application may be either domestic or commercial and may be a new work site or an existing structure being renovated, extended, restored or maintained.

Elements and Performance Criteria


Prepare for work.


Plans and specifications are obtained.


Work health and safety (WHS) and environmental requirements associated with installing small bore heating systems are adhered to throughout the work.


Quality assurance requirements are identified and adhered to according to workplace requirements.


Tasks are planned and sequenced in conjunction with others involved in or affected by the work and statutory and regulatory authorities’ requirements.


Tools and equipment, including personal protective equipment, are selected and checked for serviceability.


Work area is prepared to support efficient installation of small bore heating systems.


Identify system requirements.


Configuration of pipework is checked for compliance with plans, specifications, authorities' requirements and other relevant information.


Position of pipes and heating units is determined from plans, specifications or site requirements, so as not to cause damage or interference to surrounding structures.


Allowances for fabrication or assembly are determined and transferred.


Quantity and type of piping materials and other materials required are calculated from plans and specifications.


Materials are identified, ordered and collected according to workplace procedures.


Materials and equipment are checked for compliance with docket and order form and for acceptable condition, and faults are reported.


Fabricate, install and commission heating system.


System is set out to comply with plans and specifications.


Fixings and supports are installed to manufacturer recommendations, and plans and specifications.


Pipe system is installed and jointed in compliance with plans, specifications and manufacturer requirements for mechanical type joints.


Heating systemunit is installed according to plans, specifications and manufacturer requirements.


Heating system is installed in specified location without damage or distortion to pipework, surrounding environment or other services.


Sustainability principles and concepts are applied throughout the installation process.


Heating system is tested to comply with job specification, regulatory authorities' requirements, and relevant Australian standards and codes of practice; and details are recorded in required format.


Heating system is checked and adjusted for correct operation and balance, including the setting of nominated temperature and adding appropriate inhibitor.


Clean up.


Work area is cleared and materials disposed of, reused or recycled according to legislation, regulations, codes of practice and job specification.


Tools and equipment are cleaned, checked, maintained and stored according to manufacturer recommendations and workplace procedures.


Documentation is completed according to workplace requirements.

Required Skills

Required skills

communication skills to:

access information

determine requirements

enable clear and direct communication, using questioning to identify and confirm requirements, share information, listen and understand

follow instructions

use language and concepts appropriate to cultural differences

use and interpret non-verbal communication, such as hand signals

initiative and enterprise skills to identify and report to appropriate personnel any faults in tools, equipment or materials

literacy skills to:

complete workplace documentation

document heating system test

read and interpret:

documentation from a variety of sources

plans and specifications

numeracy skills to apply measurements and calculations

planning and organising skills to:

plan and sequence tasks with others

plan and set out work

teamwork skills to work with others to action tasks and relate to people from a range of cultural and ethnic backgrounds and with varying physical and mental abilities

technical skills to:

determine system requirements

install and commission a heating system

technology skills to:

access and understand site-specific instructions in a variety of media

use mobile communication technology

Required knowledge

characteristics and application of different fixing and joining techniques and methods

effective isolation processes and procedures

electrical and electronic principles and safety requirements

job safety analysis (JSA) and safe work method statements (SWMS)

WHS regulations relevant to installation of small bore systems

personal protective equipment requirements and use

processes of installing and commissioning small bore heating systems

properties of water, including pressure and flow rates

SI system of measurement

statutory requirements

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

This unit of competency could be assessed in the workplace or a close simulation of the workplace environment providing that simulated or project-based assessment techniques fully replicate plumbing and services workplace conditions, materials, activities, responsibilities and procedures.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

A person who demonstrates competency in this unit must be able to provide evidence of:

locating, interpreting and applying relevant information, relevant Australian standards and specifications to install and commission small bore heating systems

applying safety requirements throughout the work sequence, including electrical safety requirements and the use of personal protective clothing and equipment

given the plans and specifications and using a combination of copper tube and non-metallic piping, installing a two-pipe heating system to either a panel radiator, skirting convector or a unit heater; the installation should have a minimum of DN20 flow and return with DN15 branches, connected to a boiler and heat exchanger and heating source, ensuring:

application of sustainability principles and concepts throughout the installation

correct identification of requirements and details of proposed installation

correct selection and use of appropriate processes, tools and equipment

completion of all work to specification

compliance with regulations, relevant Australian standards and organisational quality procedures and processes

communicating and working effectively and safely with others.

Context of and specific resources for assessment

This competency is to be assessed using standard and authorised work practices, safety requirements and environmental constraints.

Assessment of essential underpinning knowledge will usually be conducted in an off-site context.

Assessment is to comply with relevant regulatory or Australian standards’ requirements.

Resource implications for assessment include:

an induction procedure and requirement

realistic tasks or simulated tasks covering the minimum task requirements

relevant specifications and work instructions

tools and equipment appropriate to applying safe work practices

support materials appropriate to activity

workplace instructions relating to safe work practices and addressing hazards and emergencies

material safety data sheets

research resources, including industry-related systems information.

Reasonable adjustments for people with disabilities must be made to assessment processes where required. This could include access to modified equipment and other physical resources, and the provision of appropriate assessment support.

Method of assessment

Assessment methods must:

satisfy the endorsed Assessment Guidelines of the Construction, Plumbing and Services Training Package

include direct observation of tasks in real or simulated work conditions, with questioning to confirm the ability to consistently identify and correctly interpret the essential underpinning knowledge required for practical application

reinforce the integration of employability skills with workplace tasks and job roles

confirm that competency is verified and able to be transferred to other circumstances and environments.

Validity and sufficiency of evidence requires that:

competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace

where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice, with a decision on competency only taken at the point when the assessor has complete confidence in the person's demonstrated ability and applied knowledge

all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence.

Assessment processes and techniques should as far as is practical take into account the language, literacy and numeracy capacity of the candidate in relation to the competency being assessed.

Supplementary evidence of competency may be obtained from relevant authenticated documentation from third parties, such as existing supervisors, team leaders or specialist training staff.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Work health and safety is to be according to commonwealth, state and territory legislation and regulations and may include:

handling of materials

hazard control

personal protective clothing and equipment prescribed under legislation, regulations and workplace policies and practices

safe operating procedures, including recognising and preventing hazards associated with:


hazardous materials and substances

identifying and testing for electrical hazards

service lines

surrounding structures and facilities

trip hazards

use of tools and equipment

work site visitors and the public

working at heights

working in proximity to others

use of firefighting equipment

use of first aid equipment

workplace environment and safety.

Environmental requirements are to cover:

clean-up protection

ozone protection

waste management.

Quality assurance requirements may include:

Australian standards

environment policy

Environment Protection Authority (EPA)

internal company quality assurance policy and risk management strategy

International Standards Organisation

site safety plan

workplace operations and procedures.

Statutory and regulatory authorities include:

commonwealth, state or territory, and local authorities administering applicable Acts, regulations and codes of practice.

Tools and equipment may include:

hand and power tools

heating and bending equipment


lifting and load shifting equipment, including:

chain blocks

elevated work platforms


hand trolleys

hoists and jacks



measuring equipment

silver brazing equipment

welding equipment.

Information may include:

charts and hand drawings

diagrams and sketches

instructions issued by authorised organisational or external personnel

manufacturer specifications and instructions

material safety data sheets (MSDS)


organisation work specifications and requirements

regulatory and legislative requirements, particularly those pertaining to:

building codes

WHS and environmental requirements

plumbing regulations

relevant Australian standards

safe work procedures relating to installing small bore heaters


verbal, written and graphical instructions

work bulletins

work schedules, plans and specifications.

Piping materials may include:

copper (Cu)

polybutylene (PB)

polyethylene (PP)

steel pipes

other approved materials.

Materials may include:

fixings and supports

heaters (panel, skirting and unit)

pipe materials

other approved materials.

Fault reporting:

may be written or verbal

is to be according to company's workplace procedures.

Heating system may include:

panel radiators

skirting convectors

unit heaters.

Sustainability principles and concepts:

cover the current and future social, economic and environmental use of resources

may include:

efficient energy and water use

efficient use and recycling of material

correct handling of hazardous materials

disposing of waste material to ensure minimal environmental impact

selecting appropriate components to ensure minimal environmental impact.


Functional area

Unit sector

Plumbing and services

Employability Skills

This unit contains employability skills.

Licensing Information

In some jurisdictions, this unit of competency may form part of accreditation, licensing, legislative, regulatory or certification requirements.