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Engineering and manufacturingLevel 3Green occupationOCC1308B · ST1308

Heat network maintenance technician - Heat network residential systems specialist

Service, repair and/or overhaul operative or technician · Technical · Maintenance, installation and repair

The official framework — 98 requirements.

Every Knowledge, Skill and Behaviour below is the verbatim regulatory text of the Heat network maintenance technician apprenticeship standard (v1.0). On EngTree, each one becomes a node — verified knowledge entries, training modules and End-Point Assessment evidence all map back to it. This standard has options — requirements marked with an option name apply to that pathway only.

Knowledge (53)

What the apprentice must understand

  • K1

    Heat network systems: heat sources, materials and technology, scale and scope of networks, sustainability, efficiency and cost-effectiveness.

  • K2

    Types of heat networks: local, district and city-wide.

  • K3

    Awareness of legislative, regulatory frameworks and regulators: Department for Energy Security and Net Zero, The Association for Decentralised Energy (ADE), Office of Gas and Electricity Markets (OFGEM), Energy Ombudsman, Heat Networks (Scotland) Act, Heat Networks (Metering and Billing) Regulations.

  • K4

    Awareness of codes of conduct and technical standards: The Heat Trust, Chartered Institution of Building Services Engineers (CIBSE) CP1.2, Building Services Research and Information Association (BSRIA), Building Engineering Services Association (BESA), Manufacturers of Equipment for Heat Networks Association.

  • K5

    Planning, organising and time management techniques.

  • K6

    Awareness of health and safety regulations and the impact on role: Health and Safety at Work Act, Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR), Personal Protective Equipment (PPE) at Work Regulations, Control of Substances Hazardous to Health (COSHH) Regulations, Electrical regulations, Manual Handling Operations Regulations (MHOR), Construction Design Management Regulations (CDM), working at height, confined spaces and lone working.

  • K7

    Awareness of environmental and sustainability regulations and requirements: Environmental Protection Act, Pollution Prevention and Control Act, Clean Air Act, Radioactive Substances Act, Controlled Waste Regulations, Controls on Dangerous Substances and Preparations Regulations. Efficient use of resources. Recycling, reuse and safe disposal of waste.

  • K8

    Hazard identification techniques, control measures, risk assessment method statements (RAMs), risk management and the recording and reporting of incidents and accidents.

  • K9

    Environmental management and environmental management systems: ISO 14000, ISO 14004, ISO 14001.

  • K10

    Site management: work area preparation and maintenance techniques.

  • K11

    Awareness of principles of climate change, including causes and environmental impact and contribution of heat network industry to achieving carbon budgets and net zero.

  • K12

    Maintenance practices: planned, preventative, predictive and reactive methods. Maintenance techniques and standards, statutory inspection and industry standard SFG20.

  • K13

    Principles of asset management, maintenance systems and asset tagging.

  • K14

    Thermodynamics in heat networks: units of measurement, formulae including Q = mcΔT, properties of materials, relationship between energy, heat and power.

  • K15

    Principles of fluid dynamics in heat networks: units of measurement, formulae including Q = V/t and p=ρgh and hydrodynamics, and how they impact pressure, operational pressures, differential pressure and heat network efficiency issues.

  • K16

    Flow, pressure and temperature measurement techniques, portable measurement instruments, static pressure and differential pressure reading.

  • K17

    Electrical installation techniques and principles: circuit theory, capacitance in DC circuits, magnetism, single-phase alternating current (AC) theory, 3 phase wiring, hazards of electricity, safe isolation of circuits, testing for live or dead and minor works certification.

  • K18

    Engineering representations: design principles, piping and instrumentation diagrams, single-line electrical diagrams, control panel schematics, circuit and network diagrams.

  • K19

    Industrial plant and process control systems: characteristics, modes of control, tuning methods, hierarchical and advanced process control systems.

  • K20

    Water quality: the impact of poor water quality on heat networks, scale, corrosion, fouling and microbiology. Open and closed systems, chemical and chemical free systems, industry body and standard.

  • K21

    Water network system maintenance techniques: cleaning of strainer baskets and water sampling.

  • K22

    Pipe work: types and pipework common issues, riser and lateral pipework, stainless steel, carbon steel, barrel, plastic and copper pipe.

  • K23

    Pipe working techniques: repair and replacement, safe isolation, drain down and refill.

  • K24

    Documentation: methods and requirements - electronic and paper.

  • K25

    Problem solving techniques: diagnostics, root cause analysis, DMAIC (Define, Measure, Analyse, Improve, Control), PDCA (Plan Do Check Act), 5 Whys’, Fishbone and Ishikawa.

  • K26

    Quality assurance requirements and monitoring processes.

  • K27

    Remote diagnostic techniques and supply system crossover impact: monitoring and test equipment, use and interpretation of results of fixed monitoring equipment for on and offline monitoring including continuous and semi-continuous data recording, flow rates, temperatures and distribution system.

  • K28

    Continuous improvement techniques: lean, 6-sigma, KAIZEN, 5 S (Sort, set, shine, standardise and sustain).

  • K29

    Team working principles.

  • K30

    Equity, diversity and inclusion requirements in the workplace.

  • K31

    Written communication techniques. Plain English principles. Engineering terminology. Report writing.

  • K32

    End to end process through a heat network upon a customer demanding heat (hot water or heating) within a property with indirect HIU (Heat Interface Unit).

  • K33

    Verbal communication techniques. Giving and receiving information. Matching style to audience.

  • K34

    Tools and equipment used in district heat system maintenance. Requirements for cleaning, storage, care, and operational checks.

  • K35

    Visual inspection techniques.

  • K36

    Fault finding techniques.

  • K37

    Information technology: Management Information Systems (MIS), spreadsheets, presentation, word processing, email, virtual communication and learning platforms. General Data Protection Regulation (GDPR). Cyber security.

  • K38

    Planned and unplanned maintenance techniques: servicing, repair and replacement.

    Heat network distribution systems specialist
  • K39

    Distribution plant equipment: pumps, inverters, motors, fans, strainers, thermal stores, expansion and vibration bellows and plant heat exchangers.

    Heat network distribution systems specialist
  • K40

    Pressurisation plant equipment: pressurisation unit, expansion vessel, fill and spill unit, break tank and Automatic Air Vents (AAVs).

    Heat network distribution systems specialist
  • K41

    Water treatment plant equipment: de-gasser, chemical dosing pot, chemical auto dosing equipment, dirt air separator and water softener.

    Heat network distribution systems specialist
  • K42

    Valves and associated actuators: including Pressure Independent Control Valve (PICV), Differential Pressure Control Valve (DPCV), Non-Return Valve (NRV) temperature and pressure release valve (PRV), three port valves and isolation valves.

    Heat network distribution systems specialist
  • K43

    Building Management System (BMS) remote plant operation techniques: fault reset, heat generation asset commercial gas boilers, pumps, valves and pressurisation units.

    Heat network distribution systems specialist
  • K44

    Plant equipment control panels and local operation techniques: pumps and heat source.

    Heat network distribution systems specialist
  • K45

    E-Stops and safety circuits: operation and return to normal service techniques.

    Heat network distribution systems specialist
  • K46

    Planned and unplanned maintenance techniques: servicing, repair and replacement.

    Heat network residential systems specialist
  • K47

    Heat Interface Unit (HIU): single plate (direct or indirect heating system), twin Plate, electrical and mechanical. Cooling Interface Unit (CIU), Hot Water Cylinders and Fan Coil Units (FCU).

    Heat network residential systems specialist
  • K48

    Tertiary system assets: radiator, Thermostatic Radiator Valves (TRVs), heating control units, under floor heating systems, automatic air valves, lock shield, dynamic balancing valve, Direct Hot Water (DWH) systems and trace heating.

    Heat network residential systems specialist
  • K49

    Tertiary system wiring, controls and metering: pre and post pay systems, 2 and 3 port (S and Y plan), valves, programmers, thermostats, heating circuit pumps, heating circuit and zone control.

    Heat network residential systems specialist
  • K50

    Applied calculation techniques: HIU energy balance and efficient operation.

    Heat network residential systems specialist
  • K51

    Balancing and flow optimisation techniques: radiators and underfloor heating.

    Heat network residential systems specialist
  • K52

    Residential heat meters: removal and installation techniques, network communication and configuration.

    Heat network residential systems specialist
  • K53

    Electrical, mechanical Heat Interface Unit (HIU) and space heating circuit commissioning techniques.

    Heat network residential systems specialist

Skills (37)

What the apprentice must be able to do

  • S1

    Plan and organise tasks including the selection and organisation of resources.

  • S2

    Comply with health and safety regulations and guidance.

  • S3

    Comply with environmental and sustainability regulations and requirements, including safe disposal of waste, re-cycling or re-use of materials, and efficient use of resources.

  • S4

    Identify and document hazards and risks in the workplace and apply control measures.

  • S5

    Prepare and maintain the work area.

  • S6

    Apply maintenance practices and standards.

  • S7

    Conduct thermodynamic calculations.

  • S8

    Complete calculations for cold fill pressure of building and differential pressure across pump.

  • S9

    Conduct flow, pressure and temperature measurements using portable instrumentation, including static pressure and differential pressure reading.

  • S10

    Test electrical system for live and dead.

  • S11

    Install and certify electrical wiring to three phase pump.

  • S12

    Interpret and use engineering representations.

  • S13

    Maintain water network systems, for example cleaning of strainer baskets and heat network water sampling ready for analysis.

  • S14

    Repair or replace pipework.

  • S15

    Record or enter information - paper based or electronic. For example, energy usage, job sheets and task list, risk assessments, equipment service records, test results, handover documents and manufacturer's documentation, asset management records, work sheets, checklists and waste environmental records.

  • S16

    Apply quality assurance procedures and monitoring processes.

  • S17

    Perform remote performance diagnostics.

  • S18

    Apply continuous improvement techniques. Devise suggestions for improvement.

  • S19

    Apply team working principles.

  • S20

    Apply ethical principles.

  • S21

    Communicate in writing. For example, with colleagues and stakeholders.

  • S22

    Communicate with others verbally, for example, colleagues and stakeholders.

  • S23

    Use information and digital technology. Comply with GDPR and cyber security regulations and policies.

  • S24

    Carry out and record planned and unplanned learning and development activities.

  • S25

    Check tools and equipment including calibration. Use and store tools and equipment.

  • S26

    Conduct visual inspection.

  • S27

    Apply problem solving techniques.

  • S28

    Apply fault finding techniques.

  • S29

    Perform maintenance on distribution plant equipment.

    Heat network distribution systems specialist
  • S30

    Operate plant equipment remotely through BMS using remote plant operation techniques, including switch duty of a duty standby pump, change lead heat source and valve operation.

    Heat network distribution systems specialist
  • S31

    Operate plant equipment locally from control panel, including pump and heat source.

    Heat network distribution systems specialist
  • S32

    Operate e-stop and safety circuits on equipment and return plant to normal service, including fire alarm re-activation.

    Heat network distribution systems specialist
  • S33

    Perform maintenance on residential heat network systems.

    Heat network residential systems specialist
  • S34

    Conduct HIU energy balance and efficient operations calculations.

    Heat network residential systems specialist
  • S35

    Apply balancing and flow optimisation techniques.

    Heat network residential systems specialist
  • S36

    Apply techniques to remove, install, configure and set network communications for residential heat meters.

    Heat network residential systems specialist
  • S37

    Perform commissioning of electrical HIU and mechanical HIU and a space heating circuit.

    Heat network residential systems specialist

Behaviours (8)

How the apprentice must conduct themselves

  • B1

    Prioritise health and safety.

  • B2

    Consider the impact on the environment when using resources and carrying out work.

  • B3

    Take responsibility for the quality of their own work.

  • B4

    Act professionally.

  • B5

    Act ethically.

  • B6

    Support an equitable, diverse and inclusive culture.

  • B7

    Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice.

  • B8

    Respond and adapt to work demands and situations.

This framework is where Pathways
meets verified knowledge.

Scenarios practise these requirements. Verified entries teach them. The evidence portfolio proves them. One spine, three surfaces.