Important: This SWMS template is provided as a starting point only. It must be reviewed and customised to reflect the specific conditions, hazards, and controls for your workplace and task. The PCBU remains responsible for ensuring the SWMS is suitable for the specific work. This template does not constitute legal advice. Refer to your state or territory WHS regulator for compliance requirements.
Plumbing & Gas

Hot Water System Installation — Safe Work Method Statement

Safe Work Method Statement for the installation and commissioning of electric, gas, heat pump, and solar hot water systems including plumbing connections, electrical terminations, and TPR valve installation.

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Hot water system (HWS) installation in Australia spans multiple licensed trades and regulatory frameworks. Plumbing connections must be made by a licensed plumber in compliance with AS/NZS 3500.4 (Heated water services). Electrical connections for electric HWS and heat pump systems must be made by a licensed electrician under state electrical safety legislation. Gas connections for gas HWS must be made by a licensed gasfitter in compliance with AS/NZS 5601. Many hot water installations involve all three trades, and the SWMS must address the coordination and sequencing of each.

The temperature and pressure relief (TPR) valve is the most critical safety component of any hot water system. The TPR valve must comply with AS 1357 and be installed and tested in accordance with AS/NZS 3500.4. Its discharge pipe must be routed to a safe discharge point that will not cause burns if the valve activates. A non-compliant or incorrectly installed TPR valve can result in catastrophic tank explosion — a failure mode that has caused fatalities and building damage. The SWMS must specifically address correct TPR valve selection, installation torque, discharge pipe routing, and commissioning test.

For solar hot water systems, roof-mounted collector panels involve working at height and present fall risk exceeding 2 metres, making this component HRCW under Schedule 3 of the model WHS Regulations. A specific fall prevention plan addressing roof access, anchor points, and panel handling in wind must be incorporated into the SWMS for any roof-mounted solar HWS installation.

Heat pump HWS units installed outdoors or in plant rooms may require refrigerant pipe connections that must be performed by a licensed refrigeration mechanic holding an Australian Refrigeration Council (ARC) Refrigerant Handling Licence under the Ozone Protection and Synthetic Greenhouse Gas Management Act 1989 (Cth). Handling refrigerants without an ARC licence is a federal offence.

Customise this template with the HWS type and model, the TPR valve specification and discharge arrangement, the trade licence numbers for each discipline, and the roof access method for solar systems. This SWMS applies in all Australian jurisdictions.

Personal Protective Equipment

Safety glassesWork glovesSteel-capped safety bootsHard hat (roof and overhead work)High-visibility vestSafety harness and lanyard (for roof installations above 2 m)

High Risk Construction Work Types

  • Work involving risk of a person falling more than 2 metres
  • Work near energised electrical installations

Risk Assessment

1.Site Preparation and Isolation of Existing Services

Hazard / RiskInitial RiskControl MeasuresResidual RiskResponsibility
Electrocution during replacement of existing electric hot water systemCatastrophicAll electrical isolation must be performed by a licensed electrician before the plumber commences any connection work. Isolate circuit at switchboard, apply LOTO, and verify isolation with an approved voltage tester. Retain lock and tag until electrical connections are complete and verified. Plumber must confirm isolation status with the electrician before touching any electrical components. Never assume isolation without personal verification.LowLicensed Electrician / Licensed Plumber

2.Manual Handling of Hot Water Units

Hazard / RiskInitial RiskControl MeasuresResidual RiskResponsibility
Musculoskeletal injury from lifting and positioning heavy hot water cylindersHighHot water cylinders above 50 kg must be moved using a sack truck, pallet jack, or crane lift — not manually lifted by workers. Where a cylinder must be lifted manually to a final installation position (e.g., on a platform bracket), use a minimum two-person lift with a third person stabilising. Workers must maintain neutral spine, bend at knees, and keep load close to body. Plan material delivery to minimise carry distance. If installation is on a roof, use a crane or mechanical hoist — never carry a heavy cylinder up a ladder.LowAll Workers / Site Supervisor

3.Roof Mounting of Solar or Heat Pump Units

Hazard / RiskInitial RiskControl MeasuresResidual RiskResponsibility
Falls from roof during installation of roof-mounted unitsCatastrophicInstall a roof anchor to AS/NZS 1891.4 before any worker accesses the roof. Workers wear full-body harness and shock-absorbing lanyard connected to the roof anchor at all times on roof. For roofs with a pitch above 26 degrees or greater than 3 m above the gutter line, provide a roof bracket ladder system and running line. Tools and components must be hoisted using a rope or crane — not carried while climbing. Conduct a roof edge fall risk assessment before commencing and document in a pre-task risk assessment.ModerateLicensed Plumber / Site Supervisor

4.Plumbing Connections

Hazard / RiskInitial RiskControl MeasuresResidual RiskResponsibility
Scalding from hot water released when removing old system before drainage is completeHighBefore disconnecting any hot water pipework, shut off the cold water supply to the cylinder and allow the system to drain through the drain valve to a safe disposal point. Open the nearest hot tap to vent pressure and confirm zero residual pressure. Allow cylinder to cool to below 40°C before disconnecting — estimated cool-down time for a 250 L cylinder is 3–4 hours after isolation. If time does not permit cooling, wear heat-resistant gloves and face shield and loosen connections slowly, standing clear of the direction of any residual water release.LowLicensed Plumber

5.Commissioning and TPR Valve Testing

Hazard / RiskInitial RiskControl MeasuresResidual RiskResponsibility
Scalding discharge from temperature-pressure relief (TPR) valve during testingHighConnect the TPR valve discharge pipe to a safe, low-level drain before testing — never leave the discharge termination pointing upward or toward workers. During manual TPR lift test, direct all workers to stand clear of the discharge pipe termination. Lift test must be conducted with the system at maximum operating temperature and pressure. Confirm the valve reseats cleanly after lifting. If the valve fails to reseat or continues to drip, replace it before the system is commissioned and handed to the client.LowLicensed Plumber

Relevant Codes of Practice

Worker Acknowledgement

By signing below, I confirm that I have read, understood and agree to comply with this Safe Work Method Statement.

Name: ___________________Date: ___________________
Signature: ___________________________
Name: ___________________Date: ___________________
Signature: ___________________________
Name: ___________________Date: ___________________
Signature: ___________________________
Name: ___________________Date: ___________________
Signature: ___________________________
Name: ___________________Date: ___________________
Signature: ___________________________
Name: ___________________Date: ___________________
Signature: ___________________________
Name: ___________________Date: ___________________
Signature: ___________________________
Name: ___________________Date: ___________________
Signature: ___________________________

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