HVAC Maintenance Mechanical and Electrical Service Risk Assessment

Product Overview

This risk assessment covers mechanical and electrical HVAC maintenance work, including isolation, access, servicing, testing and recommissioning. It supports planning and risk management for work around electrical and mechanical energy, elevated locations, hazardous substances, restricted spaces and operational plant.

Activities & Risks Covered

This assessment addresses activities and risks including:

• Reviewing the scope and setting up the work area
• Isolating, testing and controlling electrical re-energisation
• Isolating mechanical equipment and stored energy
• Accessing roofs, ceilings, plant rooms and elevated locations
• Handling motors, belts, filters, fans and access panels
• Managing refrigerants, gases, oils and other hazardous substances
• Working in confined or restricted spaces with poor ventilation
• Using powered tools, testing equipment and temporary leads
• Managing dust, biological exposure and thermal stress
• Recommissioning, functional testing and closing out the work area

Who is this for?

Suitable for contractors, workers, supervisors and businesses carrying out HVAC maintenance, mechanical service or electrical service activities.

Activities & Hazards Covered

Legislation & References

The template records model guidance used to inform the documented controls. Applicable WHS/OHS laws and adopted Codes vary by state or territory, so confirm the current local requirements when tailoring the assessment:

• Model guidance: Model Code of Practice: Managing electrical risks in the workplace — 5. Isolation, locking off and access; p. 34.
• Model guidance: Model Code of Practice: Managing risks of plant in the workplace — Assessing plant risks — work practices and procedures; p. 20.
• Model guidance: Model Code of Practice: Managing the work environment and facilities — 1.2 Managing risks associated with the work environment and facilities; p. 12.
• Model guidance: Model Code of Practice: Hazardous manual tasks — 4.1 The hierarchy of control measures; p. 31.
• Model guidance: Model Code of Practice: Confined spaces — 3.4 Assessing the risks; p. 24.
• Model guidance: Model Code of Practice: Managing the risk of falls at workplaces — 3.2 Identifying the hazards; p. 16.
• Model guidance: Model Code of Practice: Managing risks of hazardous chemicals in the workplace — 2.1 How to identify which chemicals are hazardous; p. 15.
• Model guidance: Model Code of Practice: How to manage work health and safety risks — 2. Step 1 — How to identify hazards; p. 12.
• Model guidance: Model Code of Practice: Managing the risk of fatigue at work — Provide sufficient breaks while at work; p. 30.

---

Standard Risk Assessment Features (Click to Expand)

• Activity-specific hazard identification and control measures
• Initial and residual risk ratings
• Assigned responsible persons for each activity
• Risk matrix and assessment classification
• Review, monitoring and sign-off fields
• Site-specific customisation before use