Discretionary Grant Available · EWSETAUpcoming▾
Energy & Water SETA · EWSETA
Renewables & smart-metering skills at the top of the priority list.
- Window:
- Discretionary Grant window opens 1 April
- Priority focus:
- Renewable Energy · Solar Installers · Water Reticulation
SAQA Qualification · 124345
Energy Advisor (Heating
R35 000
(Once-off Institutional License Fee)
Professional Role & Capability Blueprint
- 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.
Strategic Institutional Purpose
- Audit Objective
- Formulated to systematically bridge operational skills deficits under the governing EWSETA quality matrix.
- Value Proposition
- Equips your workforce with measurable, legally compliant skills to optimise productivity, satisfy Workplace Skills Plans (WSP), and unlock maximum B-BBEE scorecard weight.
Who is this for
The Energy Advisor (Heating is intended for entry-level workers, school leavers, or career changers who want to gain foundational skills. If you have a passion for this field and want to turn that passion into a profession, this programme will give you the tools and credentials to succeed. It is also suitable for employers who wish to upskill their workforce to meet industry standards.
Qualification Rules · Module Matrix
Official SAQA module breakdown parsed from the qualification's registered rules.
Knowledge Modules (KM)
47 crTheory · 8 modules
- 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
Practical Skill Modules (PM)
66 crApplied · 7 modules
- 214105-006-00-PM-015 cr
Evaluate the Aspects and Estimate the Impact on the Current and Future Energy Environment, Including Energy
NQF Level 8
- 214105-006-00-PM-0215 cr
Develop HVAC System Optimisation Strategy and Plan
NQF Level 8
- 214105-006-00-PM-035 cr
Prepare and Implement Energy Performance Measurement Processes and Indicators
NQF Level 7
- 214105-006-00-PM-0418 cr
Facilitate the Implementation of HVAC System Processes
NQF Level 8
- 214105-006-00-PM-0515 cr
Assess and Track Performance of the Energy Management Programme
NQF Level 7
- 214105-006-00-PM-064 cr
Participate in Stakeholder Forums and Provide Information to Inform Stakeholders Regarding Energy System Implementation or Optimisation
NQF Level 8
- 214105-006-00-PM-074 cr
Compile and Communicate Report Findings
NQF Level 8
Work Experience Modules (WM)
40 crSite · 4 modules
- 214105-006-00-WM-0112 cr
HVAC System Assessment and Analysis Processes
NQF Level 8
- 214105-006-00-WM-0212 cr
HVAC System Performance Processes
NQF Level 8
- 214105-006-00-WM-0312 cr
Energy Performance Monitoring and Reporting Processes
NQF Level 8
- 214105-006-00-WM-044 cr
Processes and Procedures for Stakeholder Engagement
NQF Level 8
Official SAQA Curriculum
Source of truth · SAQA ID 124345 · Field 06 - Manufacturing, Engineering and Technology › Engineering and Related Design
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.
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.
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.
Learning Material Stack
Start-to-Exit Moderation Timeline
- 1
Pre-Delivery Setup
Facilitator induction, learner enrolment forms, baseline assessment, PoE folder issue. Alignment matrix stamped.
- 2
Delivery & Formative Moderation
Modular rollout with formative assessments per KM/PM. Internal moderator reviews evidence weekly; feedback loop before summatives.
- 3
Summative & External Moderation
Summative assessments captured, PoE finalised, submitted for external moderation. Certification uploaded to the SETA/QCTO.
Bespoke QMS Build
We author your Quality Management System — policies, procedures, records, matrices — mapped to your accreditation scope. From R18,500.
Talk QMS on WhatsAppModeration Consultation
External moderation dry-run on your PoE + delivery pack. Written report with fixes before your real audit. From R4,900.
Book Moderation SessionClassroom Transformation Blueprint
Broken Standard
- 📄Photocopied guides with mismatched outcomes
- ❔Missing formative/summative assessments
- ⚠️No SETA alignment matrix — audit fails
- 🎲Facilitators improvise Energy Advisor (Heating delivery
- 🕳️PoE gaps flagged in moderation
i2Graduates Transformation
- ✓8 KM + 7 PM + 4 WM modules mapped to NQF Level 1
- ✓Pre-validated assessment bank per module
- ✓EWSETA alignment matrix included
- ✓Facilitator scripts + learner activities per credit
- ✓PoE templates that survive external moderation
The i2Graduates Quality Guarantee
Every page of this bundle is meticulously checked for sequence and structural perfection — no missing pages, no stolen content, no shortcuts. You get pre-validated assessment instruments ready to survive rigorous compliance moderation, wrapped in an engaging curriculum your facilitators will love teaching.
