Unit of competency Outline
Date retreived
22/07/2026 8:09 PM AWST
22/07/2026 8:09 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Design heating, ventilation, air conditioning and refrigeration control systems
Design heating, ventilation, air conditioning and refrigeration control systems
Unit of competency
National Code
MEM234018A
MEM234018A
State Code
S8113
S8113
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
29/08/2014
Field of Education
031303 - Electronic Engineering
Original Release Date
29/08/2014
Nominal Hours
54
Description
This unit of competency covers the design of heating, ventilation, air conditioning and refrigeration (HVAC/R) control and energy management systems. It includes the selection of control system elements to suit HVAC/R environmental and hardware control requirements and development of an energy management plan.
Notes
Elements and Performance Criteria
1 Clarify the design brief and specifications for HVAC/R control system
- 1.1 Establish required features and performance parameters of HVAC/R control system
- 1.2 Confirm technical, commercial and environmental parameters to the brief or contract
- 1.3 Determine stakeholders to be consulted in design process
- 1.4 Assess occupational health and safety (OHS), regulatory, sustainability or environmental issues relevant to the design task
- 1.5 Confirm design brief including budget and schedule and provide preliminary advice on feasibility
2 Evaluate design analysis and prepare concept proposals
- 2.1 Appraise initial qualitative and quantitative analysis of the design task
- 2.2 Carry out required detailed modelling and calculations using appropriate software and validation techniques appropriate to given environments
- 2.3 Generate a range of solutions to the design brief for an HVAC/R control system and associated energy management plan
- 2.4 Integrate building management systems (BMS) considerations into the design, where required
- 2.5 Check feasibility and evaluate solutions against design criteria ensuring conformity to standards and codes, technical, economic and OHS requirements
- 2.6 Determine social and sustainability implications of solutions
- 2.7 Present concept proposals to client
3 Design HVAC/R control system
- 3.1 Evaluate concept proposals with client
- 3.2 Ensure that design solution is optimised with respect to the system specifications
- 3.3 Finalise selected design, including equipment, layout and fluid requirements
- 3.4 Ensure preparation of all required documentation, drawings, specifications and instructions
- 3.5 Consult with client and stakeholders to obtain sign-off on design
- 3.6 Monitor installation and commissioning with stakeholders and make any necessary adjustments to design
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.
HVAC/R control system
System components may include:
human machine interfaces
web servers, network topology and bus systems
protocols
system or network controllers
programmable logic controllers (PLCs)
terminal unit controllers for major plant components, such as boilers and HVAC/R central plant air handlers, chilled and hot water valves, air dampers, supply fans and lighting
analog and digital input/output (I/O)
remote control systems, including ethernet options
Parameters to the brief or contract
The design brief may include the design of new equipment or fault analysis, rectification or modification to an existing design. Parameters to the design brief may include:
determination of the degree of innovation and creativity expected by the client
design process limits and budgets
product cost limits and budgets
performance specifications
equipment availability, capacities and restrictions
specified administrative, communication and approval procedures
other special features and limits in the design brief
OHS, regulatory, sustainability or environmental issues
OHS, regulatory, sustainability or environmental issues may include:
OHS Acts and regulations
relevant standards
industry codes of practice
risk assessments
registration requirements
safe work practices
minimising ecological and environmental footprint of process, plant and product
maximising economic benefit of process plant and product to the organisation and the community
minimising the negative OHS impact on employees, community and customer
state and territory regulatory requirements
Given environments
Given environments may include:
workplaces
food halls
restaurants
hotels
hospitals
domestic dwellings
industrial sites, factories, warehouses and cold storage areas
transport and refrigerated vehicles and trains
Range of solutions
Range of solutions may include solutions that:
satisfy the technical requirements of the design brief
are within budget
are able to be manufactured
meet any regulatory requirements
minimise environmental and sustainability impacts
Standards and codes
Standards and codes refer to all relevant Australian and international standards and codes applicable to a particular design task
Client
Client may be:
internal or external to the designer’s organisation
System specifications
System specifications may include, but are not limited to:
ducts and duct systems:
materials
supports
factory and field fabricated
sealants
layout and placements
capacity
zoning
heating and cooling loads
air flow and pressures
refrigerants
energy efficiency
air intake points
control equipment
monitoring equipment
Energy management plan
An energy management plan is a planning document that acts as a single source for all the critical information, steps, resources and methods you need to make efficient and effective movement to improved energy management and reduce energy consumption
BMS
BMS include:
HVAC/R control systems and may also include fire, security and lighting controls
HVAC/R control system
System components may include:
human machine interfaces
web servers, network topology and bus systems
protocols
system or network controllers
programmable logic controllers (PLCs)
terminal unit controllers for major plant components, such as boilers and HVAC/R central plant air handlers, chilled and hot water valves, air dampers, supply fans and lighting
analog and digital input/output (I/O)
remote control systems, including ethernet options
Parameters to the brief or contract
The design brief may include the design of new equipment or fault analysis, rectification or modification to an existing design. Parameters to the design brief may include:
determination of the degree of innovation and creativity expected by the client
design process limits and budgets
product cost limits and budgets
performance specifications
equipment availability, capacities and restrictions
specified administrative, communication and approval procedures
other special features and limits in the design brief
OHS, regulatory, sustainability or environmental issues
OHS, regulatory, sustainability or environmental issues may include:
OHS Acts and regulations
relevant standards
industry codes of practice
risk assessments
registration requirements
safe work practices
minimising ecological and environmental footprint of process, plant and product
maximising economic benefit of process plant and product to the organisation and the community
minimising the negative OHS impact on employees, community and customer
state and territory regulatory requirements
Given environments
Given environments may include:
workplaces
food halls
restaurants
hotels
hospitals
domestic dwellings
industrial sites, factories, warehouses and cold storage areas
transport and refrigerated vehicles and trains
Range of solutions
Range of solutions may include solutions that:
satisfy the technical requirements of the design brief
are within budget
are able to be manufactured
meet any regulatory requirements
minimise environmental and sustainability impacts
Standards and codes
Standards and codes refer to all relevant Australian and international standards and codes applicable to a particular design task
Client
Client may be:
internal or external to the designer’s organisation
System specifications
System specifications may include, but are not limited to:
ducts and duct systems:
materials
supports
factory and field fabricated
sealants
layout and placements
capacity
zoning
heating and cooling loads
air flow and pressures
refrigerants
energy efficiency
air intake points
control equipment
monitoring equipment
Energy management plan
An energy management plan is a planning document that acts as a single source for all the critical information, steps, resources and methods you need to make efficient and effective movement to improved energy management and reduce energy consumption
BMS
BMS include:
HVAC/R control systems and may also include fire, security and lighting controls
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.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Assessors must be satisfied that the candidate can competently and consistently:
design control system and energy management plans
apply safe working practices and procedures
conform to OHS, regulatory and environmental requirements, standards, codes of practice, risk management and organisational procedures
investigate and interpret brief and options
communicate, consult, negotiate and review with client, stakeholders, experts, and licensed technical and professional services
research current issues, sustainability implications, control system and energy management options, software and programming techniques
measure and investigate for initial proposals
model and calculate
use judgement and discretion
use appropriate software and validation techniques
innovate and create for a range of solutions incorporating systems thinking, continuous improvement and constraint and contingency management
evaluate solutions against design criteria
conform to OHS requirements
obtain sign-off on design
document and produce graphics and drawings, specifications and instructions.
Context of and specific resources for assessment
This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is, the candidate is not in productive work, then a simulated working environment must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team.
Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.
Access must be provided to appropriate learning and/or assessment support when required. Where applicable, physical resources should include equipment modified for people with disabilities.
Method of assessment
Assessment must satisfy the endorsed Assessment Guidelines of the MEM05 Metal and Engineering Training Package.
Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of underpinning knowledge.
Assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure its correct interpretation and application.
Assessment may be applied under project-related conditions (real or simulated) and require evidence of process.
Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances.
Assessment may be in conjunction with assessment of other units of competency where required.
Guidance information for assessment
Assessment processes and techniques must be culturally appropriate and appropriate to the language and literacy capacity of the candidate and the work being performed.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Assessors must be satisfied that the candidate can competently and consistently:
design control system and energy management plans
apply safe working practices and procedures
conform to OHS, regulatory and environmental requirements, standards, codes of practice, risk management and organisational procedures
investigate and interpret brief and options
communicate, consult, negotiate and review with client, stakeholders, experts, and licensed technical and professional services
research current issues, sustainability implications, control system and energy management options, software and programming techniques
measure and investigate for initial proposals
model and calculate
use judgement and discretion
use appropriate software and validation techniques
innovate and create for a range of solutions incorporating systems thinking, continuous improvement and constraint and contingency management
evaluate solutions against design criteria
conform to OHS requirements
obtain sign-off on design
document and produce graphics and drawings, specifications and instructions.
Context of and specific resources for assessment
This unit may be assessed on the job, off the job or a combination of both on and off the job. Where assessment occurs off the job, that is, the candidate is not in productive work, then a simulated working environment must be used where the range of conditions reflects realistic workplace situations. The competencies covered by this unit would be demonstrated by an individual working alone or as part of a team.
Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.
Access must be provided to appropriate learning and/or assessment support when required. Where applicable, physical resources should include equipment modified for people with disabilities.
Method of assessment
Assessment must satisfy the endorsed Assessment Guidelines of the MEM05 Metal and Engineering Training Package.
Assessment methods must confirm consistency and accuracy of performance (over time and in a range of workplace relevant contexts) together with application of underpinning knowledge.
Assessment methods must be by direct observation of tasks and include questioning on underpinning knowledge to ensure its correct interpretation and application.
Assessment may be applied under project-related conditions (real or simulated) and require evidence of process.
Assessment must confirm a reasonable inference that competency is able not only to be satisfied under the particular circumstance, but is able to be transferred to other circumstances.
Assessment may be in conjunction with assessment of other units of competency where required.
Guidance information for assessment
Assessment processes and techniques must be culturally appropriate and appropriate to the language and literacy capacity of the candidate and the work being performed.
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| OEW16 | MEM234018 | Design heating, ventilation, air conditioning and refrigeration control systems | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| J482 | MEM80112 | Graduate Diploma of Engineering | Qualification |