Refrigeration And Air Conditioning  ·  Level 5
Air Conditioning Units Installation
Chapter 1: Conduct site survey
📚 18 Topics
⚑ What you will be able to do

By the end of this chapter, you will be able to:

  • correctly assess site conditions and installation requirements following the manufacturer’s specifications
  • determine the right tools, equipment, and materials needed based on site conditions and installation needs
  • prepare a clear and accurate site survey report that meets workplace procedures
  • follow all safety procedures carefully according to workplace guidelines and OSHA standards

These skills are essential because a thorough site survey ensures a smooth, safe, and successful air conditioning installation every time.

Conducting a site survey is a critical initial step in the installation of air conditioning units, ensuring that the chosen system fits the environmental, structural, and operational conditions of the site. In Kenya, where climatic variations and building designs differ widely from urban offices in Nairobi to rural health facilities in Kisumu, a thorough site survey allows refrigeration and air conditioning professionals to anticipate challenges and optimize unit performance. This chapter focuses on the essential preparatory measures, particularly the types of personal protective equipment (PPE) necessary during site surveys, to safeguard technicians while maintaining efficiency and compliance with occupational safety standards.

1.1 Types of PPE Survey

A site survey for air conditioning installation involves exposure to various physical, chemical, and environmental hazards. Selecting appropriate personal protective equipment (PPE) is vital to protect technicians from injury and health risks. In Kenya, adherence to the Occupational Safety and Health Act, 2007, mandates employers and workers to use PPE suitable for the hazards encountered. This section explores different categories of PPE relevant during site surveys, emphasizing their protective functions and practical applications.

1.1.1 Identification and Purpose of PPE

Understanding the specific types of PPE required during a site survey is foundational to planning a safe working environment. PPE serves as the last line of defense against hazards that cannot be eliminated or controlled by other means. The main categories of PPE relevant to air conditioning unit installation site surveys include head protection, eye and face protection, hand protection, respiratory protection, and body protection.

Head Protection

  • Hard Hats: These are designed to protect against impact from falling objects or accidental bumps on structural elements. For example, during surveys in buildings with exposed ceiling beams or construction sites, hard hats prevent head injuries.
  • Bump Caps: Useful in low-risk environments where only minor head protection is needed, such as inspecting indoor electrical panels.
  • Hearing Protection: Although not strictly headgear, ear muffs or plugs are sometimes integrated with head protection when working near noisy environments like large HVAC systems.

Eye and Face Protection

  • Safety Glasses: Protect eyes from dust, debris, and chemical splashes encountered during measurements or material handling.
  • Face Shields: Provide enhanced protection during tasks involving potential splashes of refrigerants or solvents.
  • Goggles: Seal tightly around the eyes to protect against fine particles, useful in dusty or confined spaces.

Hand Protection

  • Insulated Gloves: Essential when handling electrical components to prevent electric shocks.
  • Chemical-Resistant Gloves: Protect hands from exposure to refrigerants, oils, and cleaning solvents.
  • Cut-Resistant Gloves: Useful when working with sharp sheet metal ducting or tools.

Respiratory Protection

  • Disposable Masks: Filter out dust and light particulates during inspections in dusty environments.
  • Half or Full Face Respirators: Required when working in spaces with chemical vapors or refrigerant leaks.
  • Air-Purifying Respirators: Necessary in confined spaces with poor ventilation to prevent inhalation of harmful gases.

Body Protection

  • Coveralls: Protect skin and clothing from dirt, refrigerants, and mechanical injuries.
  • Safety Boots: Steel-toed boots prevent foot injuries from falling objects and provide electrical hazard protection.
  • High-Visibility Clothing: Ensures visibility in busy sites or low-light conditions, enhancing safety.

1.1.2 Selection Criteria for PPE in Air Conditioning Site Surveys

Choosing the correct PPE depends on a thorough hazard assessment unique to the survey site. In Kenyan contexts, factors such as climate, site location, and the nature of the building influence PPE selection. For instance, a survey at a county hospital in Mombasa may require different PPE compared to a rural cooperative’s cold storage facility.

Hazard Identification

  • Physical Hazards: Includes risk of falling objects, sharp edges, and electrical contact.
  • Chemical Hazards: Exposure to refrigerants like R410A or cleaning agents.
  • Biological Hazards: Possible exposure to mold or bacteria in air ducts.
  • Environmental Conditions: High temperatures, humidity, or dusty outdoor environments.
  • Ergonomic Risks: Strenuous postures or repetitive movements requiring protective support.

PPE Suitability Factors

  • Comfort and Fit: PPE must allow mobility and comfort to avoid fatigue during prolonged surveys.
  • Durability: Long-lasting materials withstand tough site conditions.
  • Compliance with Standards: PPE should meet Kenyan Bureau of Standards (KEBS) or international equivalents.
  • Ease of Maintenance: Reusable PPE must be easy to clean and inspect.
  • Cost-effectiveness: Balancing protection with budget constraints is essential for small firms or individual contractors.

1.1.3 Proper Use and Maintenance of PPE

Even the best PPE fails to protect if not used correctly or maintained adequately. Training and consistent adherence to PPE protocols are crucial in Kenyan refrigeration and air conditioning firms to prevent accidents during site surveys.

Correct Usage

  • Inspection Before Use: Check for cracks, tears, or damage in gloves, helmets, and respirators.
  • Proper Wearing: Ensure helmets fit snugly, gloves cover wrists, and respirators seal properly.
  • Compatibility: Use PPE that does not interfere with other equipment or tasks, such as ensuring goggles do not fog or restrict vision.
  • Replacement: Timely replacement of disposable masks and worn-out gloves is necessary to maintain protection.

Maintenance Practices

  • Cleaning: Regular washing of coveralls and helmets to remove contaminants.
  • Storage: Store PPE in clean, dry areas to prevent deterioration.
  • Record-Keeping: Maintain logs of PPE issuance and inspections to comply with regulatory requirements.
  • Training: Conduct refresher courses on PPE use and risks associated with non-compliance.

1.1.4 Legal and Safety Compliance in PPE Use

Adhering to Kenya’s safety regulations is mandatory to protect workers and avoid penalties. The Occupational Safety and Health Act (OSHA) provides a legal framework for PPE use during site surveys and installations.

Regulatory Requirements

  • Employer Responsibilities: Provide appropriate PPE at no cost and ensure training on its use.
  • Employee Duties: Use PPE as instructed and report defects or hazards.
  • Inspection and Enforcement: The Directorate of Occupational Safety and Health Services (DOSHS) conducts workplace inspections to ensure compliance.
  • Penalties: Non-compliance can result in fines or work stoppages, affecting project timelines and costs.

Safety Culture Promotion

  • Management Commitment: Leadership must prioritize safety by enforcing PPE policies.
  • Worker Participation: Engage employees in safety discussions to improve PPE practices.
  • Continuous Improvement: Regularly update PPE standards to match evolving site conditions and technology advances.

Practice Questions

  1. Explain the different types of personal protective equipment essential for air conditioning site surveys and their specific protective functions. (10 marks)

  2. Discuss the key factors that influence the selection of PPE during air conditioning installation surveys in Kenya. (10 marks)

  3. Outline the correct procedures for the use and maintenance of PPE to ensure effective protection during site surveys. (10 marks)

  4. Describe the legal obligations of employers and employees regarding PPE use under the Kenyan Occupational Safety and Health Act. (10 marks)

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🔒1.2 Safe and Correct Handling, Use, Maintenance and Storage of Different Types of PPE

In refrigeration and air conditioning installation projects across Kenya, personal protective equipment (PPE) is fundamental in safeguarding technicians and engineers from hazards such as refrigerant exposure, electrical shocks, sharp objects, and falls. Prope…

🔒1.3 Hazards associated with Air Conditioning Units (including hydrocarbons)

Air conditioning installation sites in Kenya present several hazards that technicians and engineers must identify and control to ensure safety and operational efficiency. The use of refrigerants, particularly hydrocarbons, introduces specific risks that requir…

🔒1.4 Classes of Fires and Fire Extinguishers

In the refrigeration and air conditioning industry in Kenya, understanding fire safety is critical for technicians and engineers working on site. Installation environments often involve electrical equipment, flammable refrigerants, and combustible materials, c…

🔒1.5 Risk Assessment

In the installation of air conditioning units, conducting a thorough risk assessment is fundamental to ensuring the safety of technicians, clients, and the environment. In Kenya, where installation sites vary from busy urban commercial buildings to remote rura…

🔒1.6 Investigation of Accident/Incident

In the refrigeration and air conditioning industry in Kenya, accidents or incidents on-site can have severe consequences, including injury, equipment damage, project delays, and financial losses. A thorough investigation of any accident or incident is essentia…

🔒1.7 Risk/accident/incident reporting process

Risk, accident, and incident reporting form a critical component of safety management in the refrigeration and air conditioning sector in Kenya. Proper reporting ensures that hazards are identified, accidents are investigated, and preventive measures are imple…

🔒1.8 First Aid

In the refrigeration and air conditioning sector in Kenya, conducting site surveys often exposes technicians to various hazards such as sharp tools, electrical components, refrigerant leaks, and heavy equipment. Immediate response to accidents and injuries is…

🔒1.9 Relevant legislations

In Kenya, the installation of air conditioning units is governed by several laws and regulations designed to ensure safety, environmental protection, and consumer rights. Compliance with these legislations is critical for refrigeration and air conditioning pro…

🔒1.10 Air Conditioning Installation Requirements

In Kenya's refrigeration and air conditioning industry, adhering to installation requirements is fundamental to ensuring system efficiency, safety, and longevity. Installation practices must align with national standards such as the Kenya Bureau of Standards (…

🔒1.11 Air Circulation/Ventilation Requirements

In the installation of air conditioning units, understanding and addressing air circulation and ventilation requirements is fundamental for system effectiveness and occupant comfort. In Kenya's diverse climates, from the humid coastal regions to the cooler hig…

🔒1.12 Drain disposal requirements

In air conditioning installation projects in Kenya, proper management of condensate drain disposal is crucial to ensure system performance, environmental safety, and compliance with local regulations. The site survey must assess the appropriate methods for rem…

🔒1.13 Power supply requirements

In refrigeration and air conditioning installations, understanding the power supply requirements is critical for ensuring system reliability, efficiency, and safety. Kenya’s varying power quality and frequent load shedding make it essential for technicians to…

🔒1.14 Wall and floor finishing

In refrigeration and air conditioning installations, the condition and quality of wall and floor finishes at the site significantly influence the durability, safety, and efficiency of the installed units. In Kenya, where climatic variations and environmental f…

🔒1.15 Provision for Serviceability

Provision for serviceability is a critical consideration during the installation of air conditioning units, especially in Kenya's diverse climatic and infrastructural environments. Proper planning ensures that maintenance, repairs, and inspections can be condu…

🔒1.16 Tools Equipment and Materials Needed in Installing Air Conditioning Units

Installing air conditioning units requires a precise selection of tools, equipment, and materials to ensure a safe, efficient, and durable setup. In the Kenyan refrigeration and air conditioning sector, professionals must be familiar with both basic hand tools…

🔒1.17 Free hand sketching

In refrigeration and air conditioning installation projects across Kenya-free hand sketching remains an essential skill for technicians and engineers during site surveys. It allows professionals to quickly capture spatial layouts, equipment positioning, and pi…

🔒1.18 Site Survey Report

A site survey report is a critical deliverable in the installation of air conditioning units, serving as the documented outcome of the site survey process. In Kenya's refrigeration and air conditioning industry, producing a comprehensive and precise site surve…

Chapter Summary

This chapter covered the essential aspects of conducting a site survey for air conditioning unit installation, beginning with the identification and proper use of various types of personal protective equipment to ensure safety during the process. It emphasized the importance of safe handling, maintenance, and storage of PPE to maintain its effectiveness. The discussion included potential hazards related to air conditioning units, particularly those involving hydrocarbons, and outlined the different classes of fires alongside their appropriate extinguishers. A thorough approach to risk assessment was presented, followed by methods for investigating accidents and incidents to prevent recurrence. The procedures for reporting risks, accidents, and incidents were detailed, complemented by guidance on first aid measures relevant to site work. The chapter also reviewed applicable legislation governing installation practices and specified requirements for air conditioning installations, including air circulation, ventilation, drainage, power supply, and suitable wall and floor finishes. Finally, it addressed provisions for serviceability, necessary tools and materials, the role of freehand sketching in planning, and the preparation of comprehensive site survey reports.

Self-Assessment

🔒 PDFDownload this self-assessment, with answers

A. Written Assessment

  1. Identify five types of personal protective equipment (PPE) commonly used during air conditioning unit installations. (5 marks)
  2. Explain the correct procedure for maintaining and storing PPE to ensure its longevity and effectiveness. (4 marks)
🔒20 more in this section.

Chapter Examination Questions

🔒 PDFDownload these examination questions, with worked answers

SECTION A (40 Marks) - Answer ALL Questions

  1. Identify four types of personal protective equipment (PPE) commonly used during air conditioning unit installation on construction sites in Nairobi. (4 marks)
  2. Explain two key steps in the correct storage of PPE to ensure longevity and safety. (4 marks)
🔒18 more in this section.

Chapter Practical Activities

Practical 1: PPE Selection and Usage for Air Conditioning Site Survey

Refrigeration And Air Conditioning · Level 5
Air Conditioning Units Installation
PRACTICAL ASSESSMENT
TIME: 3 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Select and demonstrate correct usage, handling, maintenance, and storage of PPE for a site survey of an air conditioning installation.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Safety helmetSite survey checklist form
Safety boots
Protective gloves (leather and latex)
Safety goggles
Dust coat/Overall
Ear plugs
PPE storage box
PPE cleaning materials
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Safety helmet1 Pc per Candidate
2Safety boots1 Pair per Candidate
3Protective gloves (leather and latex)1 Pair each per Candidate
4Safety goggles1 Pair per Candidate
5Dust coat/Overall1 Pc per Candidate
6Ear plugs1 Pair per Candidate
7PPE storage box1 Pc per Candidate
8PPE cleaning materials (mild detergent, soft cloth)Shared per 5 Candidates
9Site survey checklist form1 Pc per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: PPE Selection and Usage
Selected appropriate PPE for site survey including helmet, boots, gloves, goggles, dust coat, and ear plugs
(Award 1 mark for correct PPE selection or zero)
1
Demonstrated correct wearing of PPE according to safety standards
(Award 1 mark each for proper wearing of helmet and gloves; zero if incorrect)
2
Handled PPE carefully to avoid damage during usage
(Award 1 mark for correct handling or zero)
1
Maintained PPE by cleaning using appropriate materials (e.g. mild detergent and soft cloth)
(Award 1 mark for proper maintenance or zero)
1
Stored PPE correctly in designated storage box after use
(Award 1 mark for correct storage or zero)
1
Completed site survey checklist form including PPE usage records
(Award 1 mark for accurate form completion or zero)
1
Sub-Total7
PRODUCT CHECKLIST
PPE correctly selected, worn, maintained, and stored as per standards
(Award up to 3 marks based on overall correctness and completeness of PPE usage)
3
Sub-Total3
GRAND TOTAL10
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)

Practical 2: Hazard Identification for Air Conditioning Units Including Hydrocarbon Risks

Refrigeration And Air Conditioning · Level 5
Air Conditioning Units Installation
PRACTICAL ASSESSMENT
TIME: 4 HOURS
⬇ PDFCandidate Instructions (Candidate Tool)

Type: Individual

INSTRUCTIONS TO CANDIDATE:
1.  You are required to perform the following task:
i.  Conduct a hazard identification inspection of a split air conditioning unit focusing on hydrocarbon refrigerant risks and other safety hazards as per workplace safety standards.
2.  You have been provided with the following resources for the practical task:
Tools & EquipmentMaterials
Leak detector suitable for hydrocarbonsSplit air conditioning unit
Digital thermometerNotebook and pen for recording observations
Flashlight or inspection torch
Personal protective equipment (dust coat, safety boots, gloves, safety goggles)
⬇ PDFResources Required (Cutting List)
S/NItemQuantity
1Split air conditioning unit1 Pc per Candidate
2Leak detector suitable for hydrocarbons1 Pc per Candidate
3Personal protective equipment (dust coat, safety boots, gloves, safety goggles)1 Set per Candidate
4Digital thermometer1 Pc per Candidate
5Flashlight or inspection torch1 Pc per Candidate
6Notebook and pen for recording observations1 Set per Candidate
⬇ PDFAssessor Guide
Items to be EvaluatedMarks AvailableMarks ObtainedComments
TASK 1: Hazard Identification Inspection
Wore appropriate PPE including dust coat, safety boots, gloves, and safety goggles
(Award 1 mark for correct PPE usage or zero)
1
Used leak detector correctly to check for hydrocarbon refrigerant leaks around the unit
(Award up to 2 marks for correct use and safety during leak detection or zero)
2
Inspected all accessible components of the AC unit for physical damage, corrosion, or signs of refrigerant leakage
(Award up to 2 marks for thorough visual inspection or zero)
2
Checked electrical wiring and connections for loose contacts, exposed wires, or damage
(Award 1 mark for proper electrical hazard identification or zero)
1
Measured surface temperatures of key components using digital thermometer to identify overheating risks
(Award 1 mark for correct temperature measurement and recording or zero)
1
Recorded all identified hazards clearly and accurately in the notebook
(Award up to 2 marks for complete and clear documentation or zero)
2
Sub-Total9
PRODUCT CHECKLIST
Complete hazard identification report including hydrocarbon risks, electrical hazards, physical damages, and temperature irregularities
(Award up to 5 marks for clarity, accuracy, and completeness of the report or zero)
5
Sub-Total5
GRAND TOTAL14
ASSESSMENT OUTCOME:   ☐ Competent    ☐ Not Yet Competent (competent if at least 50%)
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🔒Identify fire classes and demonstrate correct use of fire extinguishersPractical 3
🔒Conduct a detailed risk assessment for air conditioning installation sitePractical 4
🔒Accident/Incident Investigation in Air Conditioning Installation SitePractical 5
🔒Complete a Risk and Incident Report for Air Conditioning Installation SitePractical 6
🔒Basic First Aid Application for Air Conditioning Site InjuriesPractical 7
🔒Site Survey for Compliance with Air Conditioning Installation LegislationPractical 8
🔒Air Conditioning Installation Requirements Site SurveyPractical 9
🔒Assessing Air Circulation and Ventilation Suitability at Installation SitePractical 10
🔒Drain Disposal Site Assessment for Air Conditioning Unit InstallationPractical 11
🔒Power Supply Site Evaluation for Air Conditioning Unit InstallationPractical 12
🔒Wall and Floor Finishing Inspection for Air Conditioning InstallationPractical 13
🔒Provision for Serviceability Assessment of Air Conditioning UnitsPractical 14
🔒Free hand sketching and site survey report for air conditioning unit installationPractical 15
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Am I competent?

At the start of this chapter we promised you would be able to:

  • correctly assess site conditions and installation requirements following the manufacturer’s specifications
  • determine the right tools, equipment, and materials needed based on site conditions and installation needs
  • prepare a clear and accurate site survey report that meets workplace procedures
  • follow all safety procedures carefully according to workplace guidelines and OSHA standards

Tick each one you can genuinely do.

So, are you there yet?

You're competent when you can confidently do 50% or more of what this chapter promised.

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