Air Conditioning Installation Safe Work Method Statement

Air Conditioning Installation Safe Work Method Statement (SWMS Template) delivered in Microsoft Word format for easy editing.

Air Conditioning Installation Safe Work Method Statement

Air Conditioning Installation Safe Work Method Statement (SWMS)


Whether you need to get on site to start work, looking to create a safe work environment or pitching for that next government tender - the Air Conditioning Installation Safe Work Method Statement is easy to customise, easy to use and easy to integrate into your current Safety Management System. If you don't have a Safety Management System, we need to talk, seriously, you don't nee to be carrying that level of risk exposure in your business - we can help.

Look, we understand that business should be rewarding and not consumed by tedious red tape. The Safe Work Method Statement Template we create is in an easy to understand format, while at the same time being some of the highest quality documents in the industry. Our SWMS documents get you on site, save you loads of time and are very user-friendly. This way, you can get on with doing what you do best.

The Air Conditioning Installation Safe Work Method Statement (SWMS) covers the following Job Steps, including potential hazards, control measures and risk ratings:

  1. Planning and preparation
  2. Training and capabilities
  3. Assess onsite conditions
  4. Set up work area
  5. Temporary Traffic Control (TMP)
  6. Delivery of materials and equipment
  7. Hazardous substances on site
  8. Carrying material onto site
  9. Unloading heavy materials
  10. Working on roof
  11. Working in ceiling spaces
  12. Air conditioning cabling installation
  13. Working outside
  14. Working inside
  15. Using power tools
  16. Cutting into structures
  17. On completion

The Air Conditioning Installation Safe Work Method Statement, includes;

Risk Assessment Matrix | Hierarchy of Controls | PPE | Emergency Response


Your Air Conditioning Installation Safe Work Method Statement is ready to be used in three easy steps:

  1. Add your company logo and company details to the document.
  2. Assess any on-site risks.
  3. Address any site specific risks and add them to your SWMS Template.


Now that your Safe Work Method Statement (SWMS) is ready for use, you can also make the SWMS document available as a training resource for activities such as WHS-OHS Toolbox Meeting Talks or Workplace Inductions.

Bluesafe Quick Tips: 

  1. Choose the right size and type of air conditioning installation, and place in the right place.
  2. Consider Energy Efficiency, and use high-quality, credible professionals.
  3. Inspect the existing ductwork and do the correct maintenance of the air-conditioning system.

Air Conditioning Installation Safe Work Method Statement

  • High quality and ready to use Air Conditioning Installation Safe Work Method Statement.
  • Instant Delivery.
    Fully editable Safe Work Method Statement (SWMS) Template.
  • Easy to use - no fuss customisation.
  • Referenced to AS/NZS (Standards) and Legislation. 
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View a Safe Work Method Statement Example

See an example of a Safe Work Method Statement Template below. All our SWMS Template documents are comprehensive in nature, easy to use, and are a huge time saver. Our Safe Work Method Statement Templates are quick and easy to customise to your specific business or operation and are perfectly suited for every day use, for larger contracts and tenders right through to qualifying for contractor management platforms such as CM3.

What is a Safe Work Method Statement?

A SWMS is a document that outlines the high-risk construction work activities that will be performed at a workplace, the hazards that will be present as a result of these activities, and the controls that will be implemented to mitigate the risks.

A single SWMS can be utilised for numerous high-risk construction work activities, such as employing powered mobile plant, working at heights of more than 2 metres, and working near to a road that is used by traffic other than pedestrians.

A SWMS is an administrative control that is used to support higher-order controls, such as engineering controls, that are designed to remove or reduce hazards to health and safety.

A SWMS differs from other documentation such as a Job Safety Analysis or a Safe Operating Procedure in that it focuses on specific jobs or processes. A SWMS isn't meant to be a procedure; rather, it's a tool for supervisors and workers to check and monitor the workplace control measures. For high-risk work activities, a PCBU (Person Conducting a Business or Undertaking)  must prepare a Safe Work Method Statement (SWMS) or check that one has been prepared before starting work. It is important to note that before any work process has started, a SWMS must be prepared.

A PCBU, on the other hand, also must manage health and safety hazards by eliminating or reducing them as much as possible. Before beginning any work on a project, the principal contractor must also obtain a copy of the SWMS.

What information does a Safe Work Method Statement need to contain?

A Safe Work Method Statement should identify high-risk work and any specify hazards related to high-risk construction work as well as any health and safety risks. The SWMS should describe the risk-control measures to be implemented, monitored, and reviewed and also should describe how the risk-control measures will be effective at reducing or eliminating the risk, and how they will be implemented, monitored, and reviewed.

A Safe Work Method Statement should be concise and focus on outlining the specific risks identified for the high-risk work to be performed, as well as the control measures to be implemented to ensure that the work is completed safely.

A long and overly complex Safe Work Method Statement which could be difficult to comprehend, implement and monitor or review may be confusing for workers to mentally digest and therefore is not ideal in helping to reduce or eliminate risks in the workplace. It is imperative that workers, and especially those who do not speak English, are able to understand the Safe Work Method Statement. Consider having pictures or diagrams added to the SWMS as a more effective way of presenting information contained within the SWMS.

The SWMS should also contain other regulatory requirements to protect health and safety of all personnel, such as controlling noise exposure and manual job risks. Also, keep in mind that evidence of a completed risk assessment may be required by the regulator or for auditing reasons if the Safe Work Method Statement is based on a workplace-specific risk assessment.

Who's Responsible for creating the Safe Work Method Statement?

In collaboration with workers who will be directly engaged in the activity, the person responsible for carrying out the work is usually best equipped to prepare the SWMS document. In most cases, this means that a Safe Work Method Statement is created by the builder for his or her employees, or by the subcontractor for their employees.

To establish who is in the best position to prepare the Safe Work Method Statement, the principle contractor, builder, and/or subcontractors should decide who will take responsibility for the SWMS.

It's also a requirement that all managers, contractors, supervisors, and workers be involved in the creation of a Safe Work Method Statement. Workers must be consulted so that they understand the SWMS in depth and what they must do to establish and maintain risks and implement control measures to manage the risk. Sharing information and utilising workers' knowledge and experience may also aid in ensuring that the task is completed in accordance with the SWMS.

If your workplace has a Health and Safety Representative, they should also be contacted while creating a Safe Work Method Statement.

What does the principal contractor's responsibility entail?

Before beginning work, a principal contractor must take all reasonable steps to obtain a SWMS from any contractor performing high-risk work. If no SWMS exists, the principal contractor must arrange for one to be created, for example by the contractor or subcontractor.

A general contractor should establish plans to ensure that high-risk work is carried out safely and in compliance with the Safe Work Method Statement. This can be done by keeping an eye on how the SWMS is being implemented on the ground.

The principal contractors' WHS management plan must also include detailed arrangements for collecting, assessing, monitoring, and reviewing the SWMS, according to the WHS Regulations.

How to Write a Safe Work Method Statement 

If you're looking to write your own Air Conditioning Installation Safe Work Method Statement, the first step is to create the document as a Safe Work Method Statement Template. This way, you can use the same SWMS Template and then adjust the document for each different air conditioning installation or glazing project as needed, making sure that your Air Conditioning SWMS Template addresses any site specific risks. 

The fastest and most cost effective solution would be to purchase a Bluesafe Air Conditioning Installation SWMS Template. However, if you decide to take the route of writing your own glass installation or glazing SWMS.

There are some fundamental requirements and information which you may want to consider adding to your Air Conditioning Installation SWMS such as:

  • Details of the person(s) responsible for making sure implementation, monitoring and compliance of the Air Conditioning Installation SWMS as well as any reviews and modifications. 
  • Any information detailing safety meetings or toolbox talks in relation to glass installation or glazing work, scheduled in accordance with legislative requirements to first identify any site hazards where the air conditioning installation work is being conducted, secondly, communicate the risks and hazards and then take steps to eliminate or control each hazard in relation to the glass installation or glazing work being done. 
  • Any changes added to the Air Conditioning Installation SWMS after an incident or a near miss. 

Note: The Air Conditioning Installation SWMS must be kept and be available for inspection at least until the air conditioning installation is completed. Where the Air Conditioning Installation SWMS is revised, all versions of the SWMS Template should be kept. If a notifiable incident occurs in relation to the Air Conditioning Installation Safe WorkMethod Statement, the Air Conditioning Installation SWMS must be kept for a minimum of two years from the date of the incident.

Your Air Conditioning Installation Safe Work MethodStatement Template should list any high risk construction work, such as: 

  • Does the air conditioning installation work outlined in the Air Conditioning Installation SWMS involve a risk of a person falling more than2 meters?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out on or near pressurised gas mains or piping?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out on a telecommunication tower?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out on or near chemical, fuel or refrigerant lines?
  • Does the air conditioning installation work outlined in the Air Conditioning Installation SWMS involve demolition of an element of a structure that is load-bearing?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out on or near energised electrical installations or services?
  • Does the air conditioning installation work outlined in the Air Conditioning Installation SWMS involve demolition of an element related to the physical integrity of a structure?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out in an area that may have a contaminated or flammable atmosphere?
  • Does the air conditioning installation work outlined in the Air Conditioning Installation SWMS involve, or is likely to involve, disturbing asbestos?
  • Does the air conditioning installation work outlined in the Air Conditioning Installation SWMS involve tilt-up or precast concrete?
  • Does the air conditioning installation work outlined in the Air Conditioning Installation SWMS involve structural alteration or repair that requires temporary support to prevent collapse?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out on, in or adjacent to a road, railway, shipping lane or other traffic corridor?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out in or near a confined space?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out in an area of a workplace where there is any movement of powered mobile plant?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out in/near a shaft or trench deeper than 1.5m or tunnel involving use of explosives?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out in areas with artificial extremes of temperature?
  • Is the air conditioning installation work outlined in the Air Conditioning Installation SWMS carried out in or near water or other liquid that involves a risk of drowning?
  • Does the air conditioning installation work outlined in the Air Conditioning Installation SWMS involve diving work? 

Your Air Conditioning Installation Safe Work Method Statement should also identify any high-risk machinery or equipment in operation near the work site, such as: 

  • Forklift
  • Crane
  • Hoist
  • Glazing
  • Backhoe
  • Loader
  • Boom Lift
  • Elevated Work Platform (EWP)
  • Genie Lift
  • Trencher
  • Drilling Rig
  • Trucks
  • Formwork
  • Bobcat
  • Flammable Gas
  • Fuel
  • Dozer
  • High Voltage
  • Mulcher
  • Tilt-up Panels
  • Roller
  • Scissor Lift
  • Tractor 

Your Air Conditioning Installation SWMS should also list any Personal Protective Equipment such as:

  • Foot Protection - Boots or closed in shoes
  • Hand Protectiglazinon - Gloves
  • Head Protection - Hard hat or helmet
  • Hearing Protection - Ear plugs or ear muffs
  • Eye Protection - Safety glasses, goggles or face shields
  • Respiratory Protection - Face masks etc
  • Face Protection - Face shield, welding mask etc
  • High Visual Clothing
  • Protective Clothing - Overalls etc
  • Fall Protection - Safety harness, edge protection etc
  • Sun Protection - Sunscreen, hat etc
  • Hair and Jewellery Secured - Hair Net, etc 

The Air Conditioning Installation SWMS must be reviewed continually to ensure it remains effective and relevant. The Air Conditioning Installation SWMS must be reviewed (and revised if necessary) if relevant control measures in relation to air conditioning installation work are revised.The review process should be carried out in consultation with workers(including contractors and subcontractors) who may be affected by the Air Conditioning Installation and their health and safety representatives who represented that work group at the workplace.

When the Air Conditioning Installation SWMS has been revised, the person conducting a business or undertaking must ensure:

  1. All persons involved in the air conditioning installation work are advised that a revision has been made and how they can access the revised Air Conditioning Installation SWMS;
  2. Persons who will need to change a work procedure or system as a result of the review are advised of the changes in a way that will enable them to implement their duties consistently with the revised Air Conditioning Installation SWMS; and,
  3. Workers that will be involved in the air conditioning installation work are provided with the relevant information and instruction that will assist them to understand and implement the revised Air Conditioning Installation SWMS.

When preparing your Air Conditioning Installation SWMS, here are some topics you might want to also include to ensure you have covered as many risks and hazards as possible.  

Planning and Preparation When Working With and Around Air Conditioning Installation.

When writing your Air Conditioning Installation SWMS, establish any policies, procedures and systems for working with Air Conditioning Installation in consultation with the Principal Contractor and workers while being sure to establish:

  • Health and Safety guidelines for air conditioning installation work
  • Emergency plans and evacuation procedures for the Air Conditioning Installation SWMS
  • Worker inductions for Air Conditioning Installation
  • Toolbox talks (safety meetings) added to the Air Conditioning Installation SWMS
  • Outline details of supervision of the site and workers on the Air Conditioning Installation SWMS
  • Check all workers qualifications, permits and competencies for Air Conditioning Installation operations
  • Ensure the Air Conditioning Installation and any related equipment is functioning correctly
  • Hazard reporting procedures in place and added to the Air Conditioning Installation SWMS
  • Incident reporting procedures in place and added to the Air Conditioning Installation SWMS
  • Exclusion zones when conducting air conditioning installation work
  • Risk Assessment for TASK completed and noted on the Air Conditioning Installation SWMS
  • Electrical NO GO ZONES identified, discussed and documented. 

Assessment of Site Conditions 

Thoroughly assess the work site/area conditions when doing air conditioning installation and ensure that:

  1. A risk assessment of the air conditioning installation work is conducted
  2. Suitable access and adequate space to conduct air conditioning installation work safely
  3. Consult with all stakeholders on potential hazards and risks when conducting air conditioning installation work
  4. Consultation with all relevant workers and personnel for Air Conditioning Installation SWMS details
  5. If conducting Air Conditioning Installation at night, ensure there is adequate lighting
  6. Check that the work environment is suitable for air conditioning installation work

Air Conditioning Installation Training and Worker Qualifications 

Ensure all workers have the appropriate licenses in conducting Air Conditioning Installation as well as any qualifications that maybe required for various air conditioning installation projects before starting work. If White Cards are required, retain copies of all cards, licenses and qualifications of personnel.

All personnel must:

  1. Be trained and/or have received instructions on the Air Conditioning Installation SWMS including all safety and emergency procedures.
  2. Be qualified, knowledgeable and competent in Air Conditioning Installation operations and air conditioning installation work as well as all delegated tasks/responsibilities
  3. Be fully aware and understand the scope of work in relation to the Air Conditioning Installation SWMS

Below are some examples of some Control Measures to be implemented when creating your own Air Conditioning Installation Safe Work Method Statement Template: 

  • Refrigerant Gases:
  • Make sure of adequate restraint on transport vehicle
  • Do not store inside the cabin of vehicles
  • Keep only minimum quantities
  • Make sure Material Safety Data Sheet is available (must be within 5 years of issue date)
  • Inspect all cylinders regularly for any damage or leaks.
  • Be careful not to kink copper pipes.
  • Expel the air from the system as required by the manufacturer.
  • Check if there is leakage of refrigerant from pipe containers. Use appropriate gas detector or soapy water in a spray bottle. Id bubbles form, tighten all fittings and recheck.
  • Maintain adequate ventilation.
  • Follow correct lifting techniques as found in the Manual Handling Safe Work Method Statement.
  • Use protective Gloves if Necessary.
  • Use Lifting Aids if Necessary.
  • Use Respiratory Equipment if Necessary.
  • Do not work in awkward postures (such as bending or working with arms raised above head height) or in static postures for more than 30minutes at a time and or 2 hours over the entire shift.
  • Make sure of taking regular rest breaks.
  • Clear all obstructions from the access path.
  • Wear high-visibility clothes at all times.
  • Unload only in areas that have been declared as safe by the principal contractor.
  • Follow correct lifting techniques as found in the Manual Handling Safe Work Method Statement.
  • Use protective Gloves if Necessary.
  • Use Lifting Aids if Necessary.
  • Use cable trolleys, hand trucks, etc., to move materials.
  • Use mechanical aids such as duct lifters to lift and hold pipes in position.
  • Always lift heavy materials as a team.
  • Provide manual lifting training to all team members.
  • Make sure duct lifters used have adequate safety gear capable of holding the load in the event of a failure of hoisting rope.
  • Ensure lifting equipment has suitable SWL.
  • Use smaller sized cable drums.
  • Make sure work areas are regularly kept clear of off-cuts and tripping hazards.
  • Always wear high-visibility clothing.
  • Be aware of the requirements of traffic management.
  • Follow correct lifting techniques as found in the Manual Handling Safe Work Method Statement.
  • Use protective Gloves if Necessary.
  • Check the type of roof (skylights, tiled, pitched, etc.)
  • Inspect the condition of roof (brittle, fragile, etc.)
  • Make sure the support walls, ceiling and the roof have sufficient load bearing capacity.
  • Make sure the work area is of the necessary height.
  • Estimate the number of persons required on the roof/ceiling space.
  • Make sure step platforms or scissor lifts are used. If ladders are being used, make sure they are of the proper industrial type, in good condition, are set-up correctly and secured at both the top and bottom.
  • Never stand on the roof if the pitch exceeds 35 degrees. Preferably work from a travel restraints system, scaffold or a cherry picker.
  • If using fall arrestors or travel restraints, make sure that clips and harnesses are compatible, qualified persons have assessed the anchor points, training is undertaken and an emergency plan is in place for rescue.
  • Follow procedures as found in Working at Heights SWMS.
  • Use Adequate Fall Protection Systems.
  • Wear suitable Protective Boots with good grip at all times.
  • Follow any Risk Assessments at all times.
  • Preferably avoid entering ceiling spaces, work from a solid platform instead. If not avoidable to enter, make sure purlins/joists are capable of holding the weight of the person and equipment and have been tested for load capacity.
  • Never stand on fragile areas such as a plasterboard.
  • Walk only along planks and if required, crawl.
  • Make sure of taking regular rest breaks.
  • Wear suitable Respiratory protection if necessary.
  • Check for proximity to power lines.
  • Ensure the power supply is shut off.
  • Make sure the equipment has been regularly checked.
  • Make sure the equipment register is maintained up to date.
  • Inspect the wiring before each use.
  • Never operate electrical equipment if near water or chemicals.
  • Wear Protective Gloves if necessary.
  • Wear suitable protective footwear.
  • If possible, avoid placing the unit under drains or indirect sun.
  • Leave sufficient space in the front, rear and sides (follow specifications of the manufacturer).
  • Keep the unit at a distance from ignition sources or hazardous atmospheres.
  • Make sure the base and the supporting frame is secure and is capable of holding up the unit.
  • Locate unit in areas where there is fresh air.
  • Wear high-visibility clothing to avoid collision with moving vehicles.
  • Make sure work areas are regularly kept clear of off-cuts and tripping hazards.
  • Use appropriate Sun Protection.
  • Make sure there are no steam or heating sources nearby.
  • Make sure there are no hazardous materials nearby.
  • Always check the anchor points are suitable for work load and position.
  • Locate all existing services such as heating, water pipes and electrical leads.
  • Ensure a good circulation of air.
  • Do not place too near doorways.
  • Position where the vents will not be blocked.
  • Make sure work areas are regularly kept clear of off-cuts and tripping hazards.
  • Wear suitable Respiratory protection if necessary.
  • Wear suitable protective footwear.
  • Make sure all guards are in place.
  • Ensure the electrical leads are in good condition, are tested/tagged and RCDs are being used.
  • Make sure the tools are correct for the job and for the purpose.
  • Never place face too close to work.
  • Strip cables away from the body and stand to side when tightening pipe wrenches.
  • Sharp edges of a duct must be covered.
  • Make sure protective caps are covering the ends of thread droppers.
  • Do not use knives and hacksaws for cutting pipes use pipe cutters and cable strippers instead.
  • Do not work in awkward postures (such as bending or working with arms raised above head height) or in static postures for more than 30 minutesat a time and or 2 hours over the entire shift.
  • Make sure of taking regular rest breaks.
  • Use suitable protective clothing.
  • Follow any Risk Assessments conducted before starting.
  • Determine the type of material before cutting.
  • For short term works, suitable personal protective equipment must be provided.

National: View the Model Codes of Practice for Excavation Work on Safe Work Australia's website here.
Victoria: Victoria's Code of Practice for Excavation Work may be viewed on Work Safe Victoria's website here.