RAMS template for heat pump installers

Heat-pump installer RAMS should cover survey, delivery and lifting, indoor and outdoor unit positioning, drilling, pipework, electrical connection, pressure testing and commissioning. Heavy equipment, refrigerant release, pressure, electric shock, brazing, hidden services, access and noise affect both installers and occupants. PUWER and Electricity at Work requirements apply, while fluorinated-gas work must meet current environmental rules. Refrigerant handling must be undertaken by appropriately qualified personnel and businesses where certification is required; electrical and gas-related enabling work also needs the relevant competence or registration. Use manufacturer lifting points and a planned mechanical lift, verify wall or base capacity, scan penetrations, ventilate leak-prone spaces and document pressure, vacuum, electrical and functional tests before handover.

In short

A RAMS (risk assessment and method statement) is a combined document that identifies the hazards of a specific job, the controls that reduce the risk, and the step-by-step safe method of work. UK law requires a suitable and sufficient risk assessment; main contractors usually require a RAMS before you start on site.

What it must include

  • ✓Scope of works, site address, dates and who is involved
  • ✓Hazards, who could be harmed and how
  • ✓Control measures and the risk rating before and after
  • ✓Sequence of works from preparation to completion
  • ✓Plant, tools, permits and PPE
  • ✓Competence, supervision and emergency arrangements
  • ✓Briefing and sign-off by the people doing the work
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1

The job

Pick your trade and tick what the job involves.

Tasks on this job
2

Your details

3

The work

4

Emergency arrangements

Leave blank and the document reminds you to confirm them on site.

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Questions

Who may handle heat-pump refrigerant?

Personnel and businesses must hold the certification required for the refrigerant and activity under current fluorinated-gas rules.

How should an outdoor unit be lifted?

Use its verified weight and lifting points, suitable rated equipment, a clear route and a stable prepared base or support.

What needs checking at commissioning?

Follow the manufacturer and design for pressure, leak, vacuum, electrical, flow, control and performance checks, recording results.

Guides

Sources

Page updated 2026-10-04.

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