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OFTEC CD/14

OFTEC CD/14 Oil Warning and Advice Notice

The OFTEC CD/14 is the Oil Warning and Advice Notice issued when an oil installation is found to be unsafe or at risk. It documents the fault, the advice given and the action taken so there is a clear written record of the situation.

TradePlanr lets you raise a CD/14 on your phone at the property the moment you identify a problem, record the details and produce a PDF for the customer immediately. It ensures the warning is captured properly rather than scribbled on a job sheet.

Each notice is stored against the customer and property, giving you and the customer a clear record of when the fault was found and what advice was issued.

Issue this certificate from your phone

TradePlanr generates this and 35+ other gas, electrical, oil, plumbing and renewables certificates as proper PDFs — filled on site, signed on screen and stored against the job. Works even with no signal. Free to download.

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What it covers

  • Property address, customer details and the date the notice is issued
  • Details of the oil-fired appliance or installation found to be at risk
  • Description of the fault or defect that makes the installation unsafe
  • The classification or risk level assigned to the installation
  • Advice given to the customer and any action taken, such as isolating the appliance
  • Recommended remedial work required to make the installation safe
  • OFTEC registration number, engineer declaration and customer signature

When it's required

A CD/14 is issued when you identify that an oil installation or appliance is unsafe or at risk during an installation, service, safety check or breakdown visit. It records the defect and the advice given so both you and the customer have documented evidence.

The notice should be given to the customer at the time, and a copy retained with your records. It is an important safeguard, showing you clearly warned the customer about the risk and set out the remedial work needed.

How to issue it in TradePlanr

  1. 1

    Enter the property and installation details

    Open a CD/14, add the customer and property, then record the oil-fired appliance or installation that has been found to be at risk.

  2. 2

    Describe the fault and risk level

    Record the defect that makes the installation unsafe and assign the appropriate risk classification for the situation you have found.

  3. 3

    Record the advice and action taken

    Log the advice given to the customer, any action such as isolating the appliance, and the remedial work needed to make it safe.

  4. 4

    Sign and store the PDF

    Capture the customer's signature, then generate a branded PDF that is emailed to the customer and saved against the job automatically.

Frequently asked questions

What is an OFTEC CD/14?

The OFTEC CD/14 is the Oil Warning and Advice Notice, issued when an oil installation or appliance is found to be unsafe or at risk. It documents the fault, the advice given and the action taken.

When should I issue a CD/14?

You issue a CD/14 whenever you find an oil installation or appliance that is unsafe or at risk, so there is a written record of the defect and the advice you gave the customer.

Can I complete OFTEC forms on my phone?

Yes. TradePlanr lets you raise the CD/14 on your phone or tablet at the property, capture a signature and email the customer a PDF straight away.

Who keeps a copy of the CD/14?

The customer is given a copy at the time, and TradePlanr stores your copy against the job so you have documented evidence of the warning and advice provided.

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