SUMPM7
Provide technical and functional building services
engineering information to relevant people
Overview
This standard is for people who pass on technical or functional information relating to
building services engineering systems and equipment.
The person carrying out this work must be able to supply technical and functional
information accurately on appropriate occasions or at handover with the right amount
of detail bearing in mind the level of awareness of the recipient of the information.
They must also demonstrate the skills and knowledge to be able to:

identify who should receive such information and at what level of detail

supply the information that is within their job capabilities and responsibilities

pass on the necessary safety information in the correct manner.
SUMPM7 Provide technical and functional building services engineering information to relevant people
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SUMPM7
Provide technical and functional building services
engineering information to relevant people
Performance
criteria
You must be able to:
P1
identify the relevant person(s) that need to be supplied with technical and
functional information
P2
discuss, with the relevant person(s) their technical information and functional
information requirements
P3
obtain current and relevant information from appropriate sources
P4
assess the nature and extent of information required by the relevant
person(s) in order for the installation, or equipment, to be operated safely and
effectively
P5
provide written technical and functional information to the relevant person(s)
in accordance the procedures of your organisation
P6
confirm that the relevant person(s) receive the necessary health and safety
information and advice in the approved manner
SUMPM7 Provide technical and functional building services engineering information to relevant people
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SUMPM7
Provide technical and functional building services
engineering information to relevant people
Knowledge and
understanding
You need to know
K1
and understand:
technical and functional information, including information related to
equipment, system components and any environmental technologies you
work with
K2
which relevant person(s) have requirements for what technical and
functional information
K3
sources of technical and functional information, including manufacturer(s),
suppliers or own organisation
K4
which situations warrant written technical and functional information
K5
how to provide written technical and functional information to the relevant
person(s) in accordance the procedures of your organisation
K6
ways to confirm that the relevant person(s) understand those aspects of the
information which have a bearing on health and safety
K7
methods to check that the relevant person(s) understand the information
provided
K8
responsibilities for health and safety according to current legal and regulatory
requirements
SUMPM7 Provide technical and functional building services engineering information to relevant people
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SUMPM7
Provide technical and functional building services
engineering information to relevant people
Additional information
Scope related to
1 Relevant person(s)
performance criteria
1.1 customer(s)/client(s)/client representatives/user(s)
1.2 supervisor(s)/site manager(s)/contract manager(s)
1.3 other contractors/trades/consultants
1.4 health and safety officers/managers
1.5 planning advisors/officers
2 Information
2.1 technical (design documentation, plans, installation specifications, equipment
specifications, manufacturers' data, manufacturers’ instructions, tender
documents, surveys, BIM data, physical models)
2.2 functional (user instructions, including the circumstances when professional
expertise should be called upon)
3 Requirements
3.1 project (e.g. contractual, specification)
3.2 social (e.g. user, client)
3.3 functional (user instructions, including the circumstances when professional
expertise should be called upon)
4 Equipment
4.1 electrical
4.2 mechanical
4.3 software
4.4 hardware
5 Procedures
5.1 information management
5.2 project management
5.3 risk management
5.4 accident reporting
5.5 communication with relevant person(s)
SUMPM7 Provide technical and functional building services engineering information to relevant people
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SUMPM7
Provide technical and functional building services
engineering information to relevant people
5.6 implementing and monitoring requirements related to listed buildings or
conservation areas
5.7 estimating
SUMPM7 Provide technical and functional building services engineering information to relevant people
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SUMPM7
Provide technical and functional building services
engineering information to relevant people
Range related to
1 Requirements
knowledge and
1.1 project (e.g. contractual, specification)
understanding
1.2 social (e.g. user, client)
1.3 legal and good practice (e.g. health and safety, management of hazards and
risks, codes of practice, legal and regulatory constraints, contents for listed
buildings and conservation areas)
1.4 business
2
Information
2.1 technical (design documentation, plans, installation specifications, equipment
specifications, manufacturers' data, manufacturers’ instructions, tender
documents, surveys, BIM data, physical models)
2.2 functional (user instructions, including the circumstances when professional
expertise should be called upon)
3 Procedures
3.1 information management
3.2 project management
3.3 risk management
3.4 accident reporting
3.5 communication with relevant person(s)
3.6 implementing and monitoring requirements related to listed buildings or
conservation areas
3.7 estimating
4 Legal and regulatory
4.1 building regulations
4.2 health and safety regulations (including where appropriate specialist
regulations related to gas, electricity, hazardous substances, lifting, manual
handling, design, noise, provision and use of work equipment regulations,
display screen at work regulations)
4.3 control of waste
4.4 data protection
SUMPM7 Provide technical and functional building services engineering information to relevant people
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SUMPM7
Provide technical and functional building services
engineering information to relevant people
4.5 customer/consumer rights
4.6 planning
4.7 recycling
4.8 landlords’ obligations
4.9 employment law (including equality)
4.10 listed buildings
4.11 conservation areas
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SUMPM7
Provide technical and functional building services
engineering information to relevant people
External Links
Links correct at time of NOS approval:

Health & Safety Executive Documents http://www.hse.gov.uk/pubns

The quality of buildings and building work in England
https://www.gov.uk/government/policies/providing-effective-building-regulations-sothat-new-and-altered-buildings-are-safe-accessible-and-efficient

The quality of buildings and building work in Wales
http://wales.gov.uk/topics/planning/buildingregs/?lang=en

The quality of buildings and building work in Northern Ireland
http://www.dfpni.gov.uk/building-regulations

The quality of buildings and building work in Scotland
http://www.scotland.gov.uk/Topics/Built-Environment/Building/Building-standards

British Standard 7671: – Requirements for Electrical Installations
http://www.theiet.org/resources/wiring-regulations/

Carriage of dangerous goods authorisations
https://www.gov.uk/government/publications/carriage-of-dangerous-goodsauthorisations

The requirements and information on microgeneration
https://www.gov.uk/government/publications/microgeneration-strategy

Refrigeration and Air Conditioning Standards
http://www.iso.org/iso/home/store/catalogue_tc/catalogue_tc_browse.htm?commid=
50356

F-Gas guidance - https://www.gov.uk/managing-fluorinated-gases-and-ozonedepleting-substances

BRA Jointing of Copper Pipework Guide
http://www.feta.co.uk/associations/bra/downloads

Waste Electrical and Electronic Equipment recycling (WEEE):
www.hse.gov.uk/waste/waste-electrical.htm

Control of Substances Hazardous to Health (COSHH): www.hse.gov.uk/coshh

Construction (Design and Management) Regulations:
http://www.hse.gov.uk/construction/cdm.htm
SUMPM7 Provide technical and functional building services engineering information to relevant people
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SUMPM7
Provide technical and functional building services
engineering information to relevant people
Developed by
SummitSkills
Version number
1
Date approved
March 2014
Indicative review
date
April 2018
Validity
Current
Status
Original
Originating
organisation
SummitSkills
Original URN
ST7
Relevant
occupations
Building Services Engineering Technician; Supervisor; Team Leader; Project
Manager; Managers; Owner/Manager; Contract Manager; Air conditioning and
Refrigeration Engineers; Electricians; Heating and Ventilation Engineers;
Plumbers; Plumbing
Suite
Building Services Engineering Technology & Project Management
Key words
air conditioning, RAC, H&V; refrigeration, cooling systems, installing,
commissioning, health and safety, building services engineering, plumbing,
electrical, heating and ventilating; management, project management,
information management, information
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