Occupational Qualification · E28
Discretionary Grant · UpcomingEnergy Advisor (Heating
- NQF Level
- NQF Level 1
- Credits
- 161
- Duration
- —
- SAQA ID
- 124345
Official QCTO Registry Profile
Source: SAQA / QCTO registry- SAQA ID
- 124345
- Min Credits
- 161
- Registered
- 2025-06-03
- Re-registration
- 2030-06-03
- Field
- Field 06 - Manufacturing, Engineering and Technology
- Sub-field
- Engineering and Related Design
Sample Asset Preview





Overview & Scope
Programme Profile
- Target Designation
- Certified Energy Advisor (Heating Practitioner
- Competency Focus
- Master specialised practical applications, safety criteria, and regulatory mandates required of a qualified Energy Advisor (Heating.
- Academic Weight
- Full national recognition at NQF Level 1 yielding 161 credits upon successful PoE verification.
- Work Opportunities
- Deployment across As a qualified energy advisor (heating, you can find employment opportunities in Various sectors (depending on specialisation). Your skills will be in demand across both public and private sectors, and you may also choose to work as an independent contractor or start your own business in this field. operations under EWSETA scope.
- Audit Objective
- Bridges operational skills deficits under the governing EWSETA quality matrix.
- Value Proposition
- Measurable, legally compliant skills that optimise productivity, satisfy Workplace Skills Plans (WSP), and unlock B-BBEE scorecard weight.
Introduction▾
The Energy Advisor (Heating is a Ventilating and Air Conditioning (HVAC) System Optimisation)"" set at NQF Level 1, comprising 0 credits. This qualification has been carefully developed to provide you with the essential knowledge, practical skills, and workplace experience needed to excel in your chosen field. Whether you are starting your career or looking to formalise your existing expertise, this programme offers a structured pathway to competence and recognition.
Purpose▾
The purpose of this qualification is to prepare a learner to operate as a Energy Advisor (Heating, Ventilating and Air Conditioning (HVAC) System Optimisation). A qualified learner will be able to: • Conduct assessment and analyse the performance of the HVAC system, energy conversion, distribution, and end use applications. • Advise on and manage HVAC system optimisation and enhancement of the performance, processes, and practices. • Manage energy performance programme, monitoring, and reporting. • Capacitate and maintain productive relationships and negotiate commitment for HVAC system optimisation. Qualifying learners would acquire the necessary knowledge and skills to develop, manage and advise on enhancing the performance, energy efficiency, and sustainability of HVAC systems used in industrial and commercial applications for optimising the systems to improve energy performance, life cycle costs, and environmental impact. A qualified learner will demonstrate the following key attributes: Strategical, problem solving, creativity, methodical, technicality, analytical and procedural.
Entry Requirements▾
Recognition of Prior Learning (RPL): RPL for Access to Training/Exemption: Learners may use the RPL process to gain access to training opportunities for a programme of learning, qualification, part-qualification or skills programme if they do not meet the formal, minimum entry requirements for admission. RPL assessment provides an alternative access route into a programme of learning, qualification, part-qualification, or skills programme. Such an RPL assessment may be developed, moderated and conducted by the accredited Skills Development Provider which offers that specific qualification/part qualification/skills programme. Such an assessment must ensure that the learner is able to display the equivalent level of competencies required for access, based on the NQF level descriptors. RPL for exemption from modules: For exemption from modules through RPL, learners who have gained the stipulated competencies of the modules of a programme of learning, qualification, part-qualification or skills programme through any means of formal, informal or non-formal learning and/or work experience, may be awarded credits towards relevant modules, and gaps identified for training, which is then concluded. RPL for credits: Learners who have gained the stipulated competencies of the modules of a programme of learning, qualification, part-qualification or skills programme through any means of formal, informal or non-formal learning and/or work experience, may be awarded credits towards relevant modules, and gaps identified for training, which is then concluded. RPL for Access to the External Integrated Summative Assessment (EISA): A valid Statement of Results is required for admission to the EISA in which confirmation of achievement is provided that all internal assessment criteria for all modules in the related curriculum document have been achieved. Upon successful completion of the EISA/FISA, RPL learners will be issued with the QCTO certificate for the qualification, part-qualification or skills programme. Quality Partners are responsible for ensuring the RPL mechanism and process for qualifications and part-qualification is approved by the QCTO. Entry Requirements • An NQF Level 7 qualification or equivalent in Engineering, Physics, Chemistry, Environmental or any other related fields.
SAQA Rationale▾
The South African energy landscape is characterised by unique challenges that demand specialised skills as an Energy Advisor (Heating, Ventilating and Air Conditioning (HVAC) systems) to ensure energy efficiency and sustainability. With a growing emphasis on reducing energy consumption and carbon emissions, there is a critical need for professionals trained in HVAC systems. These systems are pivotal in commercial, industrial, and residential settings, where they represent a significant portion of energy use. This qualification is designed to address these needs by equipping professionals with the expertise to conduct assessments, advise and manage performance of energy-efficient HVAC systems. This qualification is particularly relevant as South Africa faces frequent energy constraints and seeks to diversify its energy mix, including a greater reliance on renewable energy sources. Specialists in HVAC will be at the forefront of integrating these technologies into new and existing buildings, optimising energy use, and contributing to the overall energy efficiency of the nation. Moreover, the qualification supports South Africa's commitment to international climate agreements by preparing a workforce capable of implementing cutting-edge, energy-efficient, and sustainable HVAC solutions. This will not only help reduce the country's greenhouse gas emissions but also improve energy security by lessening the dependence on imported energy sources. Currently there are no other similar occupational qualifications for this specific specialisation area registered on the NQF. There are several energy related qualifications on the NQF, but they are in the HEQSF at either a lower or higher NQF Level and they are provider specific qualifications such as: • SAQA ID: 101562 Advanced Diploma in Mechanical Engineering in Renewable Energy, NQF Level 07, Cape Peninsula University of Technology. • SAQA ID: 73761 Bachelor of Commerce Honours: Energy Studies, NQF Level 08, University of Johannesburg. These qualifications are more general in energy studies or renewable energy and not in energy advising with specific focus on HVAC. The occupational certificate is only at NQF Level 4 and deals with fitment of an HVAC system and not the assessment of its efficiency. Sector Benefit: The introduction of this qualification will greatly benefit the HVAC sector by providing a pool of qualified individuals who can drive innovation and efficiency improvements. This is crucial for meeting both current and future energy challenges, ensuring that HVAC systems contribute positively to sustainability goals. Societal Benefit: By promoting the adoption of more efficient HVAC systems, this qualification contributes to environmental protection and enhances public health through improved air quality. It also raises public awareness about the importance of energy efficiency and the role of HVAC systems in achieving it. Economic Benefit: Training specialists in HVAC systems supports economic development by reducing energy costs, decreasing reliance on imported energy, and fostering local industries related to HVAC equipment and services. This, in turn, can lead to job creation and stimulate innovation in the sector. The typical learners for this qualification are professionals with a background in engineering, environmental sciences, or related fields, seeking to specialise in energy system optimisation. They are likely to have experience in the energy sector and are seeking to enhance their expertise to take on more specialised roles within occupations such as Energy Management Experts, HVAC systems Advisor, HVAC Manager, Energy Engineer, Energy Auditor and Building Services Engineer. Stakeholders from different associations and organisations operating within the energy advising and management environment participated in the development of the qualification. The typical occupations related to this qualification include: • Energy Management Experts. • HVAC systems Advisor. • HVAC Manager. • Energy Engineer. • Energy Auditor. • Building Services Engineer.
Learning Assumed to be in Place & RPL▾
Recognition of Prior Learning (RPL): RPL for Access to Training/Exemption: Learners may use the RPL process to gain access to training opportunities for a programme of learning, qualification, part-qualification or skills programme if they do not meet the formal, minimum entry requirements for admission. RPL assessment provides an alternative access route into a programme of learning, qualification, part-qualification, or skills programme. Such an RPL assessment may be developed, moderated and conducted by the accredited Skills Development Provider which offers that specific qualification/part qualification/skills programme. Such an assessment must ensure that the learner is able to display the equivalent level of competencies required for access, based on the NQF level descriptors. RPL for exemption from modules: For exemption from modules through RPL, learners who have gained the stipulated competencies of the modules of a programme of learning, qualification, part-qualification or skills programme through any means of formal, informal or non-formal learning and/or work experience, may be awarded credits towards relevant modules, and gaps identified for training, which is then concluded. RPL for credits: Learners who have gained the stipulated competencies of the modules of a programme of learning, qualification, part-qualification or skills programme through any means of formal, informal or non-formal learning and/or work experience, may be awarded credits towards relevant modules, and gaps identified for training, which is then concluded. RPL for Access to the External Integrated Summative Assessment (EISA): A valid Statement of Results is required for admission to the EISA in which confirmation of achievement is provided that all internal assessment criteria for all modules in the related curriculum document have been achieved. Upon successful completion of the EISA/FISA, RPL learners will be issued with the QCTO certificate for the qualification, part-qualification or skills programme. Quality Partners are responsible for ensuring the RPL mechanism and process for qualifications and part-qualification is approved by the QCTO. Entry Requirements • An NQF Level 7 qualification or equivalent in Engineering, Physics, Chemistry, Environmental or any other related fields.
Exit Level Outcomes▾
- Apply appropriate processes or techniques in analysing the needs for the HVAC system, energy conversion, distribution, and end use applications performance assessment.
- Demonstrate the ability to apply the knowledge of energy system and process to analyse HVAC system performance optimisation measures, and efficiency enhancement processes, and practices.
- Analyse HVAC energy performance programme, monitoring, and reporting by applying knowledge and skills of management processes and principles.
- Use relevant tools and methodologies to prepare and present information on HVAC system performance improvements to encourage stakeholder commitment.
Learning Material Included
- Learner Guide (Theory and Knowledge Modules)
- Facilitator Guide
- Workplace Logbook
- Formative and Summative Assessment
- Assessor Guide & Marking Memorandum
- SETA / QCTO Alignment Matrix
- Administrative & Onboarding Pack
- Implementation Plan
Moderator-Ready Curriculum Breakdown
19 modules · 153 creditsTheory, regulatory and safety knowledge. Each row carries the registered module code, NQF level and credit weight used for formative assessment rubric mapping.
- 214105-006-00-KM-015 cr
International and Local Commitment to Climate Change Mitigation and Reduction of Greenhouse Gas (GhG) Emissions
NQF Level 7
- 214105-006-00-KM-023 cr
Theory of HVAC Systems Auditing
NQF Level 7
- 214105-006-00-KM-034 cr
Scientific Principles of Energy
NQF Level 7
- 214105-006-00-KM-048 cr
HVAC System Optimisation
NQF Level 8
- 214105-006-00-KM-0610 cr
Scientific and Engineering Principles of Renewable Energy Systems
NQF Level 8
- 214105-006-00-KM-074 cr
Energy Performance Measurement Indicators
NQF Level 7
- 214105-006-00-KM-083 cr
Management of Energy Performance Improvements
NQF Level 7
- 214105-006-00-KM-0910 cr
Implementation Programme Management
NQF Level 7
Qualification 124345 · Curriculum Architecture
Ventilating and Air Conditioning (HVAC) System Optimisation)"": Energy Advisor (Heating · NQF Level 1 (161 Credits)
Three Curriculum Pillars
Knowledge Modules
Classroom & E-Learning
- Facilitated lectures & self-study
- Written question banks
- Formative comprehension checks
Practical Skill Modules
Simulated Line Tasks
- Simulated line tasks
- Observation rubrics
- Structured task sheets
Work Experience Modules
On-the-Job Production
- On-the-job rotation
- Mentor logbooks
- Workplace sign-offs
Evidence & Audit Pipeline
Learner Portfolio of Evidence (PoE)Owner · Candidate▾
Admin & Registration
ID, learner contract, induction pack, POPIA consent.
Knowledge Evidence
Written assessments & question banks — KM-01 to KM-07.
Practical Evidence
Task sheets, observation rubrics, assessor photos.
Workplace Evidence
Logbooks, mentor sign-offs, supervisor letters.
Assessor Master FileOwner · Registered Assessor▾
Assessment Reports
Judgements, learner feedback, remediation agreements, appeals log.
Internal Moderation & Quality FileOwner · Moderator / SDP▾
Moderation Evidence
10% sampling matrix, HACCP/LOTO compliance sheets, SDP sign-off.
Final Accreditation Gateway
Issued by the accredited Skills Development Provider once internal moderation is signed off.
Provider submits declaration + PoE to the Assessment Quality Partner (AQP).
QCTO awards the SAQA-registered certificate on successful EISA outcome.
Audit & Compliance
Evidence & Audit Pipeline
From portfolio assembly to external sign-off — the exact route your evidence travels.
- Step 1
PoE Assembly
Learner evidence, formative records and logbook entries filed against the alignment matrix.
- Step 2
Internal Assessment
Registered assessor judges each KM/PM/WM outcome using the supplied instruments.
- Step 3
Internal Moderation
Sampling and verification of assessor decisions, with remediation loop before submission.
- Step 4
External Moderation
SETA/QCTO desktop audit and certification upload against registered credits.
Broken Standard vs i2Graduates Standard
The measurable delta between improvised material and an audit-ready suite.
Broken Standard
i2Graduates Standard
Curriculum Mapping
Photocopied guides with mismatched outcomes
8 KM + 7 PM + 4 WM modules mapped to NQF Level 1
Assessment Bank
Missing formative and summative assessments
Pre-validated assessment bank per module
Alignment Evidence
No alignment matrix — audit fails
EWSETA alignment matrix included
Facilitation
Facilitators improvise Energy Advisor (Heating delivery
Facilitator scripts + learner activities per credit
Portfolio of Evidence
PoE gaps flagged in moderation
PoE templates that survive external moderation
Pricing & Delivery Tiers
Base licence from R35 000
Digital Master Suite
Editable master files, licensed to your SDP
- Learner Guide, Facilitator Guide & Assessment Suite
- Workplace logbook + alignment matrix (editable)
- Instant digital delivery under institutional licence
- Free minor corrections for 12 months
Turnkey Print & Bound Package
Printed, bound and couriered per learner
- Everything in the Digital Master Suite
- Full-colour print, wire-bound learner packs
- Per-learner PoE folders and dividers
- Nationwide courier with tracked delivery
Full Enterprise Accreditation Bundle
Assets plus accreditation support end-to-end
- Everything in the Print & Bound Package
- Bespoke QMS build mapped to your scope
- Moderation dry-run + written remediation report
- Brand & metadata integration across the suite
Complementary Services
Optional add-ons that harden your accreditation scope before an external audit.
Bespoke QMS Build
We author your Quality Management System — policies, procedures, records, matrices — mapped to your accreditation scope. From R18,500.
Request QuoteModeration Consultation
External moderation dry-run on your PoE + delivery pack. Written report with fixes before your real audit. From R4,900.
Book Moderation SessionThe i2Graduates Quality Guarantee
Every page of this bundle is checked for sequence and structural accuracy — no missing pages, no shortcuts. You get pre-validated assessment instruments ready to survive rigorous compliance moderation, wrapped in a curriculum your facilitators will enjoy teaching.
