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RAMS, CPP & Site Documents for Heat Pump Engineers

Heat pump installations combine refrigerant handling, electrical work, and heavy plant lifting. Your RAMS need to cover F-gas compliance, electrical isolation, and manual handling in a single document.

No card needed · Used by UK heat pump engineers · CDM 2015 compliant

Built for Heat Pump Engineers

Real work, real hazards. Here are examples of what The Site Book creates RAMS for:

Air source heat pump installation

ASHP unit installation with outdoor condenser and indoor cylinder — covers manual handling of heavy units, refrigerant pipework, electrical connection, and noise considerations.

Ground source heat pump installation

Borehole drilling or horizontal trench loops — covers excavation safety, working near buried services, glycol handling, and connection to the distribution system.

Heat pump commissioning and servicing

System commissioning, refrigerant charging, and annual servicing — covers F-gas handling, pressure testing, electrical isolation, and working in plant rooms.

Hybrid heating system retrofit

Integrating a heat pump with an existing gas boiler — covers dual-fuel system isolation, refrigerant and gas pipework in proximity, and electrical modifications.

What You Get

Job-specific RAMS

Describe your job and get professional risk assessments covering refrigerant exposure and other trade-specific hazards.

Construction Phase Plans

CDM 2015 compliant CPPs created from your job description. Covers management arrangements, risk control, welfare, and emergency procedures.

COSHH Assessments

Smart substance search and SDS upload. Pre-loaded with common heat pump engineer substances like refrigerant gases (r32, r410a), glycol antifreeze solution, brazing flux.

Site Inductions

Digital induction sign-offs for every worker on site. Linked to your CPP and site rules. Works on any phone or tablet.

Worker & subcontractor tracking

Track certifications, insurance, and CSCS cards. Get alerts before documents expire. One view for all your workers.

Digital document sharing

Share your full document pack with clients, principal contractors, or inspectors via a secure read-only link. No login needed on their end.

Common Hazards We Cover

These are the real risks heat pump engineers face on site every day. Your RAMS will address each one with specific control measures.

  • Refrigerant exposure — F-gas refrigerants can cause cold burns, asphyxiation in confined spaces, and environmental harm if released
  • Electrical shock — heat pumps require dedicated electrical supplies, often three-phase, with high current connections
  • Manual handling of heavy units — outdoor ASHP units typically weigh 80–150kg and require mechanical lifting or team handling
  • Excavation hazards — ground source installations involve trenching or borehole drilling near buried services
  • Noise exposure — compressor units and drilling equipment can exceed daily noise exposure limits
  • Working with pressurised systems — refrigerant circuits operate at high pressure and must be leak-tested before charging

Key Regulations & Standards

F-Gas Regulations (EU 517/2014 retained in UK law) and BS 7671 (IET Wiring Regulations)

Heat pump installers must hold F-gas certification to handle refrigerants under the F-Gas Regulations. Electrical work must comply with BS 7671 and be carried out or certified by a competent person. MCS certification (MIS 3005 for heat pumps) is required for installations eligible for the Boiler Upgrade Scheme. CDM 2015 applies to all installation work, and ground source installations may also require compliance with borehole drilling regulations.

Frequently Asked Questions

Do heat pump engineers need RAMS?
Yes. Heat pump installation involves electrical work, refrigerant handling, manual handling of heavy equipment, and often excavation — all significant risk activities under CDM 2015. Your RAMS should cover F-gas safety procedures, electrical isolation, lifting plans for heavy units, and any excavation or drilling work.
How long does it take to create RAMS for heat pump work?
Under 5 minutes with The Site Book. Describe the job — for example, 'install 12kW air source heat pump with new hot water cylinder in a semi-detached house' — and the AI generates RAMS covering unit handling, refrigerant pipework, electrical connection, and F-gas compliance, specific to your project.
Does The Site Book cover F-gas and MCS requirements?
Yes. The Site Book generates RAMS that reference the F-Gas Regulations for refrigerant handling and MCS 3005 for heat pump installation standards. It covers safe refrigerant charging procedures, leak testing requirements, and the documentation needed for Boiler Upgrade Scheme applications.

Ready to stop writing RAMS by hand?

Describe your job, get professional RAMS, CPP, and COSHH assessments in minutes. Free trial — no credit card required.