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Occupational Qualification · E28

Discretionary Grant · Upcoming

Energy Advisor (Heating

QCTO Aligned Audit-ReadyEWSETA
NQF Level
NQF Level 1
Credits
161
Duration
—
SAQA ID
124345
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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

Curriculum Alignment MatrixCRN ZA-SDP-2026-089
Curriculum Alignment Matrix — page 1
Curriculum Alignment Matrix — page 2
Curriculum Alignment Matrix — page 3
Curriculum Alignment Matrix — page 4
Curriculum Alignment Matrix — page 5
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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 credits

Theory, 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

Sub-total credits47
QCTO & EWSETA AlignedSAQA 124345

Qualification 124345 · Curriculum Architecture

Ventilating and Air Conditioning (HVAC) System Optimisation)"": Energy Advisor (Heating · NQF Level 1 (161 Credits)

Filter View
§ 01

Three Curriculum Pillars

47
Credits

Knowledge Modules

Classroom & E-Learning

KM-01 to KM-08 · 8 modules
  • Facilitated lectures & self-study
  • Written question banks
  • Formative comprehension checks
66
Credits

Practical Skill Modules

Simulated Line Tasks

PM-01 to PM-07 · 7 modules
  • Simulated line tasks
  • Observation rubrics
  • Structured task sheets
40
Credits

Work Experience Modules

On-the-Job Production

WM-01 to WM-04 · 4 modules
  • On-the-job rotation
  • Mentor logbooks
  • Workplace sign-offs
§ 02

Evidence & Audit Pipeline

Learner Portfolio of Evidence (PoE)
Owner · Candidate
▾
1
Admin & Registration

ID, learner contract, induction pack, POPIA consent.

2
Knowledge Evidence

Written assessments & question banks — KM-01 to KM-07.

3
Practical Evidence

Task sheets, observation rubrics, assessor photos.

4
Workplace Evidence

Logbooks, mentor sign-offs, supervisor letters.

Assessor Master File
Owner · Registered Assessor
▾
5
Assessment Reports

Judgements, learner feedback, remediation agreements, appeals log.

Internal Moderation & Quality File
Owner · Moderator / SDP
▾
6
Moderation Evidence

10% sampling matrix, HACCP/LOTO compliance sheets, SDP sign-off.

§ 03

Final Accreditation Gateway

Step 1
Statement of Results

Issued by the accredited Skills Development Provider once internal moderation is signed off.

Step 2
EISA Readiness Declaration

Provider submits declaration + PoE to the Assessment Quality Partner (AQP).

Step 3
National Qualification Certificate

QCTO awards the SAQA-registered certificate on successful EISA outcome.

Learner Certified · Uploaded to National Learner Records Database (NLRD)

Audit & Compliance

Evidence & Audit Pipeline

From portfolio assembly to external sign-off — the exact route your evidence travels.

  1. Step 1

    PoE Assembly

    Learner evidence, formative records and logbook entries filed against the alignment matrix.

  2. Step 2

    Internal Assessment

    Registered assessor judges each KM/PM/WM outcome using the supplied instruments.

  3. Step 3

    Internal Moderation

    Sampling and verification of assessor decisions, with remediation loop before submission.

  4. 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

View on SAQA

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
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Most selected

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
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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
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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.

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Moderation Consultation

External moderation dry-run on your PoE + delivery pack. Written report with fixes before your real audit. From R4,900.

Book Moderation Session

The 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.