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Technical authority

Publications

Our Commissioning Engineers Compendium, Technical Memorandums, and Guidance Notes are all available below. The go-to reference documents for industry professionals.

How to get them

Two ways in, both through CSA Connect

All CSA publications are available through CSA Connect. CSA members can access the complete publications library at no additional cost as part of their membership.

Non-members can create a free CSA Connect account to access Guidance Notes free of charge and purchase other CSA publications directly through the platform as required.

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Everything below is included in your membership. Sign in to CSA Connect and read it, volume by volume.

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Commissioning Compendiums

The Commissioning Engineers Compendium

Complete edition

Free with membership

12 volumes · £60.00 for non-members

Commissioning Compendium

The full Commissioning Compendium, covering all 12 volumes from air systems to recent developments.
  • Every volume included — nothing sold separately
  • Free to CSA members, in full
  • Not a member? Create an account, then purchase
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Everything is read in CSA Connect. Nothing is bought without an account.

What’s inside

12 volumes, covering every discipline from air systems to recent developments.

  • CC1 Air Systems (2026 Version)
  • CC2 Water Systems (2026 Version)
  • CC3 Drive & Pulleys (2015 Version)
  • CC4 Heat Exchangers (2015 Version)
  • CC5 Refrigeration (2015 Version)
  • CC6 Psychrometry (2015 Version)
  • CC7 Basic Electrical Systems (2015 Version)
  • CC8 Building Management Systems (2015 Version)
  • CC9 Documentation (2015 Version)
  • CC10 Life Safety System (2015 Version)
  • CC11 Health and Safety (2015 Version)
  • CC12 Recent Developments (2015 Version)
Free With Every Account

Guidance Notes

Guidance Notes are free to access for both members and non-members through CSA Connect. Create a free account to read them online, or join the Association to gain access to the full library of CSA publications and technical resources.

GN1 WHITE WATER BALANCING

This Guidance Note provides a concise overview of white water balancing, outlining the causes, symptoms and practical implications of microbubble aeration in water systems. It is intended to help commissioning professionals recognise the issue, understand its impact on flow regulation, and follow an appropriate course of action when the condition is encountered.

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GN2 CONSTANT FLOW REGULATORS

This document is a guidance note on Constant Flow Regulators (CFRs), outlining their role in heating and cooling systems, key commissioning considerations, system design guidance, common faults, and troubleshooting advice for commissioning specialists and building services professionals.

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GN3 TROUBLE SHOOTING RADIATOR SYSTEMS

This guidance note provides a concise overview of common issues affecting radiator systems and outlines practical approaches to diagnosing and resolving them. It is intended to support commissioning engineers and technical teams in identifying faults, improving system performance, and maintaining effective control of TRV and differential pressure arrangements.

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GN4 BACTERIA WITHIN CLOSED SYSTEMS

This guidance note provides an overview of bacterial contamination risks within closed circuit heating and cooling systems. It explains how bacteria can develop, the potential impact on system performance and asset life, and the importance of effective water treatment, monitoring, and maintenance. This document is intended to support commissioning engineers, water treatment specialists, and facilities teams in identifying, managing, and preventing microbiological issues within closed circuit pipework systems.

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GN5 SITE SAFETY FOR COMMISSIONING ENGINEERS

This Guidance Note provides practical guidance on health, safety, and welfare requirements for commissioning engineers working on construction and building services projects. It covers key responsibilities, site hazards, risk assessments, safe systems of work, personal protective equipment (PPE), and compliance with current legislation and site safety procedures to help ensure a safe working environment for all personnel.

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GN6 CSCS/SKILLCARD GUIDANCE

This guidance note explains the Engineering Services SKILLcard scheme and its relationship with CSCS for Commissioning Engineers, Water Treatment Engineers and Commissioning Managers. It outlines the approved CSA competence-based routes to obtaining a SKILLcard, the card categories available, and the evidence required to support an application. The guide also provides practical advice on selecting the correct card type and understanding the current Health & Safety and membership requirements recognised by SKILLcard.

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GN7 SAFE USE OF MERCURY WATER MANOMETERS

Updated CSA guidance on the move from mercury to electronic manometers, plus how to use, transport and clean up after mercury instruments safely on the occasions they're still used.

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GN8 INVERTER DRIVES FOR FANS & PUMPS

Updated CSA guidance on setting up, commissioning and handing over inverter drives on HVAC fans and pumps, covering safe start-up, balancing with drives, running above 50 Hz, fire and smoke control modes, and the records to hand over.

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GN12 DEARATION IN HOT WATER SERVICES SYSTEMS

Updated CSA guidance on removing air from hot water services systems, from design through to venting and commissioning.

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GN13 VOLUME FLOW RATE MEASUREMENT BY NON-INVASIVE FLOW METERS

Updated CSA guidance on measuring water flow rates with clamp-on ultrasonic flow meters where flow measuring devices are missing or unusable, covering set-up, mounting, checking the reading and recording results you can rely on.

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Priced for non-members

Technical Memorandums

TM1 STANDARD COMMISSIONING PROCEDURES

TM1: Standard Commissioning Procedures is a core reference document that outlines recognised commissioning practices, helping engineers, managers, and project teams deliver safe, consistent, and effective commissioning across building services systems.

Free with membership · £30.00 for non-members

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TM2 TROUBLE SHOOTING FOR AIR DISTRIBUTION SYSTEMS

TM2 provides practical guidance for identifying, investigating and resolving performance issues within air distribution systems. Designed for commissioning engineers, facilities managers and maintenance personnel, this technical memorandum outlines a structured approach to diagnosing airflow, pressure and system control problems that can arise during commissioning, re-commissioning or ongoing operation.
 
The document includes troubleshooting methodologies, symptom-based fault identification, system and fan assessment procedures, and guidance on identifying common causes of performance deviations. TM2 supports a methodical, evidence-based approach to resolving air system issues whilst promoting compliance with current commissioning best practice and industry standards.

Free with membership · £30.00 for non-members

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TM 3 TEST SHEETS

TM3 provides comprehensive guidance on the preparation, completion and management of commissioning test sheets and associated project documentation. It explains the importance of accurate record keeping, the minimum information that should be captured, and how test sheets demonstrate compliance with project specifications, commissioning standards and industry best practice.

Covering air, water and specialist system applications, TM3 supports commissioning engineers in producing clear, accurate and auditable records that form an essential part of project handover, future maintenance activities and system performance verification. 

Free with membership · £30.00 for non-members

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TM4 DESIGN OF COLLECTION HOODS

TM4 - Guidance on selecting, designing, calibrating and using collection hoods for terminal air flow measurement, updated for 2026 in line with BG 49/2024 and CC1.

Free with membership · £30.00 for non-members

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TM5 ADVERSE EFFECTS OF AIR & WATER IN SYSTEMS

TM5 explains how air and dirt get into closed LTHW and chilled water systems, and the commissioning problems they cause, from unstable flow readings to corrosion. It covers Henry's law, the methods for removing air and dirt, and how cleaning and water treatment affect balancing.

The 2026 edition corrects technical points from the 2018 version. It also adds a practical venting sequence and a checklist to work through before starting balancing.

Free with membership · £30.00 for non-members

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TM7 COMMISSIONING OF STEAM SYSTEMS

TM7 introduces steam systems to the commissioning specialist and sets out a step-by-step procedure for commissioning steam and condensate distribution systems safely. It covers pre-checks, start-up and warm-up, water hammer, trapping, air venting and condensate drainage, integrity testing, and the limits of the commissioning specialist's role.

The 2026 edition keeps the original technical content and updates all references to current regulations, standards and guidance.

Free with membership · £30.00 for non-members

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TM8 TROUBLE SHOOTING REFRIGERATION EQUIPMENT

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM9 WATER TREATMENT & THE COMMISSIONING ENGINEER

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM10 SITE PERFORMANCE OF HEATING & COOLING COILS

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM11 ALTERNATIVE PIPEWORK AND FIXED ORIFICE FLOW MEASUREMENT

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM12 PSYCHROMETRY FOR COMMISSIONING

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM14 PRESSURISATION UNITS, DESIGN, OPERATION & MAINTENANCE

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM15 THE THEORY OF BALANCING WATER DISTRIBUTION SYSTEMS

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM17 DIFFERENTIAL PRESSURE CONTROL VALVES

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM18 PICV'S & COMMISSIONING

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM19 THERMAL BALANCING OF HWS & CWS

Coming soon, currently being reviewed / updated for 2026

Free with membership · £30.00 for non-members

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TM20 CHEMICAL FREE WATER TREATMENT

TM20 explains how chemical-free water treatment protects closed heating and cooling systems by controlling dissolved oxygen, conductivity and pH, in line with VDI 2035 and VDI/BTGA 6044. It covers demineralised fill water, electrochemical reaction tanks, pre-commissioning cleaning, bacterial control and water quality targets.

The 2026 update note clarifies TM20's scope, defines what "chemical-free" means in CSA guidance, and summarises the current UK guidance.

Free with membership · £30.00 for non-members

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Members read the full Commissioning Engineers Compendium, GN's & TM's online in CSA Connect, alongside their training records and membership profile.