HV
HVAC & Refrigeration Health and Safety Management System
A client or a prequalification scheme such as Totika or SiteWise usually asks a hvac & refrigeration business for a documented system, not a document per task. This is that system, written to New Zealand law and ready to carry your name.
It holds the manual and policies, the procedures a business is expected to follow, the registers it keeps, and the project paperwork a main contractor asks for before you start. The task documents for hvac & refrigeration come with it, covering work such as blank task analysis, site establishment and setout and manual handling.
Editable Word and Excel files, delivered as a single download, yours to use on every job you run.
What you get
Policies
The signed statements of intent a client asks to see first, ready for your business name and your director to sign.
- POL-001Health and Safety Policy
- POL-002Drug and Alcohol Policy
- POL-003Mental Health and Wellbeing Policy
- POL-004Fatigue Management Policy
- POL-005Fitness for Work Policy
- POL-006Return to Work and Injury Management Policy
- POL-007Working from Heights Policy
- POL-008Psychosocial Hazard Management Policy
- POL-009Workplace Bullying Harassment and Sexual Harassment Prevention Policy
- POL-010Asbestos Management Policy
Plans and Manuals
The manual that ties the system together, and the plans that sit under it.
- PLN-001Health and Safety Manual
- PLN-002Emergency and Evacuation Plan
Procedures
How the business actually does each thing, from reporting an incident to managing a subcontractor.
- PRO-001Documents and Records Control Procedure
- PRO-002Training and Competency Procedure
- PRO-003Incident Reporting and Investigation Procedure
- PRO-004Risk and Hazard Management Procedure
- PRO-005Emergency Response Procedure
- PRO-006Procurement and Subcontractor Management Procedure
- PRO-007Plant, Equipment and Asset Management Procedure
- PRO-008Health and Safety Review and Improvement Procedure
- PRO-012Worker Consultation and Participation Procedure
- PRO-015Communications Procedure
- PRO-016Psychosocial Hazard Management Procedure
Registers
The running records a business is expected to keep and produce on request, as Excel workbooks.
- REG-001Documents and Records
- REG-002Training Records Register
- REG-003Incident and Corrective Action Register
- REG-004Risk Management Register
- REG-005Subcontractor and Supplier Register
- REG-006SDS and Hazardous Substances Register
- REG-007Equipment Register
- REG-008Inspection Register
- REG-009Legal Requirements Register
- REG-010Safety Goals Register
- REG-011Test and Tag and RCD Register
- REG-012Lifting Gear Register
- REG-013Health Monitoring Register
- REG-014Licences Registrations and Insurances Register
- REG-015Height Safety Equipment Register
- REG-016Fleet and Vehicle Maintenance Register
- REG-017Emergency Equipment Register
- REG-018Hire Plant Register
- REG-019Instrument Calibration Register
Forms
The blank forms the procedures refer to, ready to print or fill in on site.
- FOR-001Training and Competency Form
- FOR-002Internal Audit Form
- FOR-003Incident Investigation Form
- FOR-004Meeting Minutes Form
- FOR-005Issue and Action Form
- FOR-006Workplace Inspection Form
- FOR-007Supplier and Subcontractor Evaluation Form
- FOR-008Company Induction Form
- FOR-009Emergency Report Form
- FOR-010Vehicle Pre-Start Checklist
- FOR-011Management Review Agenda and Minutes
- FOR-012Psychosocial Hazard Identification and Risk Assessment Worksheet
- FOR-013Psychosocial Hazard and Wellbeing Survey
- FOR-014Psychosocial Incident and Complaint Report Form
Site Specific Safety Plan (SSSP)
The plan a main contractor asks for before you start, in the versions for each position you might hold on site.
- SSSP-IC-HVIndependent Contractor - HVAC and Refrigeration
- SSSP-MC-HVMain Contractor - HVAC and Refrigeration
- SSSP-SC-HVSingle Subcontractor SSSP - HVAC and Refrigeration
- SSSP-IC-F11Lower Tier Subcontractor Coordination Record
- SSSP-IC-F03PCBU Interface and Shared Control Agreement
- SSSP-IC-F05Worker Briefing and Toolbox Record
- SSSP-IC-F07Work Area Inspection and Corrective Action Record
- SSSP-IC-F08Incident Near Miss and Follow Up Record
- SSSP-IC-F09Emergency Interface and Task Rescue Reference
- SSSP-IC-R01Task Analysis Schedule
- SSSP-IC-R02Competency and Licence Evidence Index
- SSSP-IC-R03Hazardous Substances Inventory
- SSSP-IC-R04Site Hazard and Shared Control Register
- SSSP-MC-F01Project Start and Site Setup Checklist
- SSSP-MC-F03Contractor Pre Start and Shared Controls Agreement
- SSSP-MC-F04Site Induction and Worker Acknowledgement
- SSSP-MC-F05Task Plan Review and Work Start Decision
- SSSP-MC-F06Daily Site Coordination and Pre Start Record
- SSSP-MC-F07Controlled Work Authorisation and Permit Check
- SSSP-MC-F08Site Emergency Response Plan and Exercise Record
- SSSP-MC-F09Site Inspection Checklist
- SSSP-MC-F10Toolbox and Worker Consultation Record
- SSSP-MC-F11Plant and Equipment Site Entry Check
- SSSP-MC-F12Incident Investigation and Action Form
- SSSP-MC-F13Visitor Briefing and Access Record
- SSSP-MC-F15Site Access and Traffic Arrangement
- SSSP-MC-R01Contractor and Work Plan Review Register
- SSSP-MC-R02Site Induction Register
- SSSP-MC-R03Site Attendance and Visitor Register
- SSSP-MC-R04Competency and Licence Evidence Index
- SSSP-MC-R05Site Hazard and Shared Control Register
- SSSP-MC-R06Task Analysis Review Schedule
- SSSP-MC-R07Site Inspection and Corrective Action Register
- SSSP-MC-R08Site Incident and Near Miss Register
- SSSP-MC-R09Hazardous Substances Inventory
- SSSP-MC-R10Planned Work Notification and Permit Evidence Log
- SSSP-SC-F09Lower Tier Subcontractor Coordination Record
- SSSP-SC-F03Main Contractor Coordination and Record Locations
- SSSP-SC-F05Worker Briefing and Acknowledgement Record
- SSSP-SC-F07Incident and Near Miss Notification Record
- SSSP-SC-R01Task Analysis Schedule
- SSSP-SC-R02Competency and Licence Evidence Index
- SSSP-SC-R03Hazardous Substances Inventory
- SSSP-SC-R04Site Hazard and Shared Control Register
Project Plans
The job level plans a main contractor asks for before you start on site.
- PLN-P01Project Health and Safety Management Plan
- PLN-P02Site Incident Flow
- PLN-P03Site Emergency Response and Evacuation Plan
- PLN-P04Site Evacuation Map
- PLN-P05Traffic and Pedestrian Management Plan
Project Procedures
How the work is run on a particular site, from establishment through to handover.
- PRO-010Site Establishment and Site Safety Procedure
- PRO-P01Site Induction and Access Control Procedure
- PRO-P02Toolbox Talks and Pre-Start Briefings Procedure
- PRO-P03Permit to Work Procedure
- PRO-P04Site Inspection and Housekeeping Procedure
- PRO-P05Subcontractor Site Management Procedure
- PRO-P06Plant and Equipment Management Procedure
- PRO-P07Site Emergency Response Procedure
- PRO-P08Working at Height and Rescue Procedure
- PRO-P09Lifting Operations Procedure
- PRO-P10Hazardous Substances Management Procedure
- PRO-P11Environmental Site Controls Procedure
- PRO-P12Heavy Vehicle and Load Safety Procedure
- PRO-P13Electrical Isolation and Lock-Out Tag-Out Procedure
- PRO-P14Site Specific Safety Plan (SSSP) Procedure
Project Registers
The site records kept for the duration of a job.
- REG-P01Project Document Register
- REG-P02Project Risk Register
- REG-P05Site Plant and Equipment Register
- REG-P09Chemical Application Register
- REG-P10Permits and Approvals Register
- REG-P11Environmental Controls Register
- REG-P12Permit to Work Register
Project Forms
The paperwork used day to day on site, including inductions, permits and sign-offs.
- FOR-P03Project Site Rules
- FOR-P04Daily Site Diary
- FOR-P06Permit to Work
- FOR-P08Task Analysis Monitoring Record
- FOR-P09What To Do - Fire
- FOR-P10What To Do - Injury
- FOR-P11Site Reporting Quick Reference Card
- FOR-P13Project Communication and Contacts Sheet
- FOR-P17Service Location and Positive Identification Record
- FOR-P18Electrical Test Record
- FOR-P19Isolation and Lockout Record
- FOR-P20Switchboard Energisation Checklist
Task Analyses, HVAC and Refrigeration
A document per task, breaking the work into steps with its hazards and controls.
- TA-GEN-01Blank Task Analysis
- TA-HV-01HVAC and Refrigeration - Master Task Analysis
- TA-HV-02Site Establishment and Setout
- TA-HV-03Manual Handling
- TA-HV-04Material Handling, Loading and Unloading
- TA-HV-05Truck Operations and Deliveries
- TA-HV-06Concrete Chasing
- TA-HV-07Air Conditioning Installation
- TA-HV-08AC Service and Repairs
- TA-HV-09Ductwork Installation
- TA-HV-10Mechanical Ventilation System
- TA-HV-11Mechanical Pipework
- TA-HV-12Cool Room Construction
- TA-HV-13Cool Room Repair
- TA-HV-14Refrigeration
- TA-HV-15Refrigerant Gas Handling
- TA-HV-16EWP Operations
- TA-HV-17Working at Height - On Structure
- TA-HV-18Working in Roof Spaces
- TA-HV-19Hazardous Substances
- TA-HV-20Working in Private Residences
- TA-HV-21UV Light Installation
- TA-HV-22Lock Out Tag Out (LOTO)
- TA-HV-23Test and Tag
Standard operating procedures, HVAC and Refrigeration
Standard operating procedures for the equipment and activities the trade uses.
- SOP-CR01Refrigerant Recovery Unit & Cylinders - NZ
- SOP-CR02Nitrogen Pressure Testing of Refrigeration Systems - NZ
- SOP-CR03Panel Suction Lifter & Panel Trolley - NZ
- SOP-CR05Vacuum Pump, Manifold Gauges and Evacuation Equipment - NZ
- SOP-EL01Voltage Tester & Multimeter - Proving Dead - NZ
- SOP-EL02Insulation Resistance, Earth Continuity & RCD Tester - Installation Testing - NZ
- SOP-EL03Portable Appliance Tester - In-Service Test and Tag - NZ
- SOP-EL07Insulated Tools, Insulated Gloves & Arc-Rated PPE - Inspection & Use - NZ
- SOP-G04Reciprocating Saw - NZ
- SOP-G06Drill - Hammer Drill - NZ
- SOP-G07Impact Wrench - Driver - NZ
- SOP-G13Wet-Dry Vacuum & Dust Extraction (H-Class) - NZ
- SOP-G14Extension Leads, RCDs and Portable Power - NZ
- SOP-G15Step Ladder - Extension Ladder - NZ
- SOP-G16Mobile Scaffold (Tower) - NZ
- SOP-G17Elevated Work Platform (EWP) - Scissor Lift - NZ
- SOP-G18Elevated Work Platform (EWP) - Boom Lift - NZ
- SOP-G20Manual Handling - Team Lifting - NZ
- SOP-G22Chain Block - Lever Hoist - NZ
- SOP-G25Hazardous Substance Handling & Storage - NZ
- SOP-PL06Press-Fit Tool (Battery) - NZ
- SOP-PL07Pipe - Tube Cutter & Bender - NZ
- SOP-PL08Oxy - LPG Brazing & Soldering Set (Hot Works) - NZ
- SOP-PL10Core Drill - Penetrations - NZ
- SOP-RF03Full-Body Harness, Lanyards & Anchors - Inspection, Restraint & Rescue - NZ
Pre-Start Inspections
Daily and pre-start checks for the plant and equipment the trade runs.
- FOR-P14EWP - Scissor and Boom Lift Pre-Start and Daily Inspection
- FOR-P14Portable Generator Pre-Start and Daily Inspection
- FOR-P14Core Drill Rig Pre-Start and Daily Inspection
Verification of competency
Verification of competency assessments, one per machine or task, for recording that an operator has been checked.
- VOC-CR01Refrigerant Recovery, Evacuation, Pressure Testing and Charging - Verification of Competency
- VOC-EL01Electrical Isolation, Lock-Out and Proving De-energised - Verification of Competency
- VOC-EL02Electrical Testing, Verification and Controlled Energisation - Verification of Competency
- VOC-G06Drill - Hammer Drill - Verification of Competency
- VOC-G07Impact Wrench - Driver - Verification of Competency
- VOC-G11Portable Generator - Verification of Competency
- VOC-G13Wet-Dry Vacuum & Dust Extraction (H-Class) - Verification of Competency
- VOC-G14Extension Leads, RCDs & Portable Power - Verification of Competency
- VOC-G15Step Ladder - Extension Ladder - Verification of Competency
- VOC-G16Mobile Scaffold (Tower) - Verification of Competency
- VOC-G17Elevated Work Platform (EWP) - Scissor Lift - Verification of Competency
- VOC-G18Elevated Work Platform (EWP) - Boom Lift - Verification of Competency
- VOC-G20Manual Handling - Team Lifting - Verification of Competency
- VOC-G25Hazardous Substance Handling & Storage - Verification of Competency
- VOC-G28Fire Extinguisher Use - Verification of Competency
- VOC-G30Vehicle - Ute Pre-Start and Safe Driving - Verification of Competency
- VOC-PL08Oxy - LPG Brazing & Soldering Set (Hot Works) - Verification of Competency
- VOC-PL10Core Drill - Penetrations - Verification of Competency
- VOC-SK01Working at Heights - Harness and Fall Arrest - Verification of Competency
- VOC-SK03Scaffolding - Mobile Towers and Low-Level Platforms - Verification of Competency
Toolbox Talks
Short briefings to run with the crew, each on one topic, with a sign-on sheet.
- TT-00Introduction to the Health and Safety Management System
- TT-01beforeUdig - Service Location and Potholing
- TT-02Traffic Spotter Duties - Workzone Interface
- TT-04Hot Weather Work - Heat Illness Prevention
- TT-05Manual Handling - Mechanical Aids and Technique
- TT-06Plant Exclusion Zones - Worker-Plant Interaction
- TT-07Working Near Live Services - Power, Gas, Water, Comms
- TT-08Dust Control on Site - Silica and Visibility
- TT-09Slips, Trips and Falls - Site Housekeeping
- TT-10Tool and Equipment Tethering - Working at Heights
- TT-11Refuelling Plant - Fire and Environmental
- TT-12Near-Miss Reporting - Why We Report
- TT-13Fatigue Management - Long Shifts and Night Work
- TT-14PPE Compliance - Daily Checks and Replacement
- TT-15Site Emergency Response - What To Do
- TT-16Psychosocial Hazards and Respectful Workplace
Training Packages
Material for inducting people into the system and keeping their training current.
- TP-01System Overview and Awareness
- TP-02Health and Safety Management and Site Safety
- TP-03Plant Traffic and Site Vehicles
- TP-04Permits and High-Risk Work
- TP-05Health Hazards on Site
- TP-06Leadership and Due Diligence
- TP-07Risk Assessment and Task Analysis in Practice
- TP-08Incident Response and Investigation
- TP-09Psychosocial Hazards for Leaders
- TP-10Managing Subcontractors
- TP-11Housekeeping Site Standards and Public Protection
- TP-12Emergency Preparedness and Drills
How it works
Buy it and the download arrives straight away. Open the Start Here guide, add your logo and business name, then work through the registers and the parts that describe how you run the work. Once it reflects your business, use it on every job: the licence is per business, not per site.
Who it is for, and how it differs from the Task Analysis Pack
For an HVAC or refrigeration business that has to show a documented system rather than a document per task, usually because a client or a prequalification scheme asked for one.
The HVAC & Refrigeration Task Analysis Pack is the task documents on their own, one per task, for the crew doing the work. This is the system around them: the manual and policies, the procedures, the registers a business keeps, and the training records. The task documents are included here too, so buying this does not mean buying them twice.
What it is not
A standard editable system written to New Zealand law. It is not certification, and it is not an ISO-aligned template. Certification is a decision for an accredited certification body after an audit of what your business actually does.
The policies name your business, the registers start empty, and the parts that describe how you work have to be made true before any of it means anything. Filling it in for the business you actually run is the work.
Questions buyers ask
Can I put my own logo and business name on it?
Yes. Every document is an editable Word or Excel file with no locked fields and no password. Add your logo in the header, put your business name through the policies, and sign them off as your own.
Is it written to New Zealand law?
Yes. It is written to the Health and Safety at Work Act 2015 and the General Risk and Workplace Management Regulations 2016, and it uses New Zealand terms and agencies throughout.
Does it include the Task Analyses as well?
Yes. The HVAC & Refrigeration Task Analyses are part of this system, so buying it does not mean buying them again. If the task documents are all you need, the Task Analysis Pack sells them on their own.
Will this get me certified?
No, and nothing here claims it will. This is a standard editable system. Certification is a decision for an accredited certification body after it audits what your business actually does.
What file formats do I get?
Microsoft Word for the documents and Microsoft Excel for the registers, with a Start Here guide. They open in Google Docs, Pages and LibreOffice, though complex tables can shift a little between applications.