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Residential HVAC Skills Standards of 44

Residential Heating, Ventilation and Air Conditioning Standards Volume 2

Home Builders Institute


Residential Construction Academy National Association of Home Builders Home Builders Institute

Residential Heating, Ventilation and Air Conditioning Standards Summary

Introduction

We are pleased to present a summary of residential Heating, Ventilation and Air Conditioning (HVAC) standards.

The goal of this project is to establish national standards for the residential construction industry that reflect

industry skill requirements. The standards will provide a basis for the certification and training of workers as well

as provide employers with objective benchmarks for employee selection and evaluating training needs. In addition,

educators will find the standards useful for designing curriculum and evaluating individual training outcomes.

These standards in and by themselves do not represent a model-training program. These standards are designed

to be a source in developing curricula and evaluating the outcomes of residential HVAC training programs.

Residential HVAC standards are designed for installers of HVAC equipment and HVAC service technicians.

Standards are developed and validated for the following eight HVAC specialties: Air Conditioning, Gas Heat, Oil

Heat, Hydronic Heating, Electric Heat, Geothermal Heat and Air Distribution. Nineteen (19) critical work functions

are identified.


Critical work functions describe the major tasks and content areas of work within a specialty.

Key activities, the major tasks and knowledge involved in completing critical work functions, are also provided.

Performance Indicators, which help determine when critical work functions and key activities are being performed

competently and meet standards, are referenced to critical work functions.

In addition, applied academic skills required to perform key activities are provided. These include mathematics,

communications, and applied science skills.

Safety requirements involved in completing key activities have also been identified.

Each of the nineteen critical work functions or duty areas is summarized in two pages. The front page lists the

critical work function and HVAC specialty or specialties performing that work function. Key activities, performance

indicators and applied academic skills and safety requirements are also listed on the front page. Page references

from Residential Construction Academy: HVAC (1st Edition) are correlated with many key activities.

Descriptions of the codes used on the front page of each standard are provided on the follow page.

This format offers a concise presentation of the critical parts of each standard. For more detailed information,

review the complete report: Residential HVAC Standards published by the Home Builders Institute

Washington, DC, 2003.


HVAC Standards Skill Level and Applied Academics These scales will be used to assess performance to standard and knowledge necessary to achieve competency.

Skill Level Percent Performing Key Activities HVAC Installer 100% HVAC Service Technician 100%

Applied Academics Mathematics Communications Safety

1. Arithmetic 1. Follow Verbal Directions 1. Fall Protection 2. Measurement 2. Follow Written Directions 2. Hazardous Materials 3. Graphics 3. Give Simple Directions 3. Electrical Protection 4. Applied Algebra 4. Give Complex Directions 4. Power Tools

5. Rigging 6. Ladders and Scaffolds

7. Personal Protection Equipment 8. Brazing and Soldering 9. Refrigeration Containers

Science 1. Temperature 7. Energy 2. Pressure 8. Gas laws 3. Temperature Conversion 9. Air flow Velocity and Pressure Measurements 4. Electrical Power 10. Temperature and Humidity Measurements 5. Heat 11. Chemistry and Pressure

6. Matter, Mass and WeighHBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): SAFETY


Specialty (HVAC specialties ): AC, GAS, Oil, HYD, ELEC, PUMP, GEO, AirD The Work (What the worker needs to do to be able to perform the work competently)

The Worker (Knowledge the worker needs to perform activity)

Performance Indicators (Indicators that determine when the key activity is being performed competently)

Additional Knowledge (Additional skills and knowledge required to perform key activities)

References (Nationally recognized training materials)

Key Activity (The major tasks or knowledge involved in completing the critical work function)

NAHB Performance Standards 2003 Math Com. Sci. Safe Residential Construction

HVAC 1st Ed

General safety practices 1,2 3,6,8 1-9 Safety Rules 1,2 1,2,3,4,8 1-9 69 58,59,60,61 65,66 57,58 62.63,64

Understand & apply general safety procedures Understand & apply OSHA regulations Understand & apply DOT regulations Understand & apply EPA regulations Apply basic fall protection safety procedures Apply OSHA, EPA, DOT hazmat safety procedures Apply electrical safety procedures Apply safety & maintenance procedures for power tools & cords Apply OSHA rigging safety procedures Apply OSHA ladder & scaffold & maintenance procedures Use PPE properly Use safe methods & tools for lifting & moving materials Use proper procedures to prevent & respond to fire, etc. Use proper procedure for reporting fire & safety incidents


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): SAFETY (cont.)

Specialty (HVAC specialty(s) ): AC, GAS, Oil, HYD, ELEC, PUMP, GEO, AirD The Work (What the worker needs to do to be able to perform the work competently)







HVAC 1st Ed

Safety Rules Cont. 1,2 1,2,3,4,8 1-9

67

Apply brazing & soldering safety procedures Apply OSHA, EPA, DOT & local safety procedures Apply proper safety precautions


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): TOOLS & EQUIPMENT








HVAC 1st Ed

Basic Safety of tools & equipment 1,2 1,2,4,9,11 1,4,6,7,8,9, 10

64,65

Fasteners & Adhesives 3 1,2 2,6 7 Tubing & Piping 3 1,2 1,2,3,5,6,7

8 2,4,7,8,9

102-105 108-110 110,135 407-409 111,112

Describe the safe use of tools Describe the safe use of specialized service & installation equipment Describe, select & install the proper fasteners for various materials Describe, select & install the proper machine screw & masonry anchors Describe, select & install the proper hanging devices Describe, select & install solderless terminals Identify, select, measure & install proper type of pipe & tubing Describe & apply proper procedures for measuring & fabricating copper pipe Fabricate & install plastic piping Describe & apply the proper procedures for steel pipes Understand & install proper piping design for oil return in AC systems Understand & install proper long-line refrigerant piping design


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): TOOLS & EQUIPMENT (cont.)








HVAC 1st Ed

Tubing and Piping Cont. Condensate Piping 3 1,2 1,2,3,5,6,7

8 2,4,7,8,9 112,113

113,114 115,116 System Evacuation 3 1,2 1,2,3,8,9 2,4,7,9 143-146

Explain factors that affect fittings/valves selection Explain factors that affect flanges/hangers selection Identify, select, measure & install proper condensate Identify, select, locate & install drain lines Identify, select, locate & install proper traps & vents Identify, select, locate & install proper auxiliary drains Understand & apply vacuum and evacuation procedures Describe & apply proper selection of vacuum pump Describe & apply single/multiple vacuum evacuations List & apply proper safety procedures










HVAC 1st Ed

Refrigerant & Oil Management 1,3 1,2 1,2,8,9 2,4,7,9 198-200 204-209 198 197 204 201-203 System Charging 1,3 1,2 1,2,3,8,9

10 2,4,7,9 150-152

153

Understand relationship of potential ozone depletion & global warming Describe how to recover, reclaim & recycle refrigerants Differentiate blended/azeotropic refrigerants Differentiate CFCs, HCFs, HFCs, HCs Understand & apply EPA regulations Identify DOT-approved recovery cylinders Describe & apply proper procedures for system charging Describe how & when refrigerant is charged into system Read, understand & interpret charging charts










HVAC 1st Ed

Checking Instruments 2 1,2 1,2,3,9,10 3,7,9 228-232 379-381

Test & verify calibration of thermometers Test & verify ohmmeters & voltmeters Verify settings on multimeter Describe & apply proper procedures for checking & air flow instruments Check flue gas instruments


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): BASIC AUTOMATIC CONTROLS








HVAC 1st Ed

Basic Electricity & Magnetism 1,2,3,4 1,2 4,7 3,7 219,220 226,227 228-232 220 221 232-234 245,246 241 228 242

Understand principles of electron flow & parts of the atom Understand alternating & direct currents Explain basic measurement principles of amperage, voltage, wattage, ohms Apply Ohms’ & Watts’ Laws Understand the principles of magnetism & electromagnetic induction Explain basic principles for series, parallel & series-parallel circuits Determine voltage & current values for single/three-phase service Determine voltage drop in circuits Read, interpret & apply manufacturer specifications Understand relationship of resistance, inductive/capacitive reactance Read & interpret VOM Understand & apply principles of electrical circuit protection Understand principles of sine waves Describe & apply NEC & local codes


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): BASIC AUTOMATIC CONTROLS (cont.)








Academy: HVAC 1st Ed

Automatic Control Circuits 1,2 1,2,8 3,7 239,240 Automatic Controls 1,2 1,2,8,9,10,

11 3,7 301-303

277-305 278 Automatic Control Components 1,2 1,2,8,9,10,

11 3,7 281-284

278,279 299,300 302 290

Read & draw simple schematic of electrical control circuit Understand basic principles of semiconductors Describe different types of automatic controls Understand the operation of devices that use bimetal sensors Understand the principles of fluid expansion Understand the principles of thermocouple & thermistors Explain differences & application of low/high-voltage controls Explain electrical motor protection Describe the uses of pressure-sensing devices Describe functions of mechanical & electromechanical controls Explain the function of solid-state relays Explain basic principles of control transformers Explain basic principles of operation for variable-speed motor controls

291










Academy HVAC 1st Ed

Automatic Control Components (Cont.) 1,2 1,2,8,9,10,11

3,7 297

298 280 289 281-284

Explain operation of defrost systems Explain operation of flow switches Explain operation of humidistats/demumidistats Explain operation of fan-limit switches Explain operation of solenoid valves Explain operation of short-cycle timers Understand thermostat operations Describe electronic and electromechanical controls Describe operation of electronic control boards Troubleshoot electronic control boards










Academy HVAC 1st Ed

Automatic Control Components cont. 308-336 Troubleshoot Automatic Controls 1,2,3,4 1,2,3,4 1-11 3,7 Integrated Circuit Control Boards 3 1,2,3 4 3,7

Identify & troubleshoot a basic electronic control circuit board Troubleshoot mechanical, electromechanical & electronic control devices Recognize control components in a heat-cool circuit Troubleshoot control devices Conduct systematic & comprehensive diagnostic practices Follow electrical safety practices Record electrical voltage & other electrical readings Prepare repair plan Understand principles of operation of integrated circuit control boards Identify & troubleshoot integrated circuit control boards


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): ELECTRIC MOTORS








Academy HVAC 1st Ed

Types & Characteristics of Electric Motors 1,2,3,4 1,2 4,7,10,11 251-269 253 253 Application of Motors 1,2,3,4 1,2 4,7,10,11 1,3,4,6,7,9 Motor Controls 1,2,3,4 1,2 2,4,7,9,10,

11 3,4,7,9 296

Understand & explain single/three/split-phase motors Understand principle of torque Identify different types of motors & motor specifications Describe use of motors in hermetic compressors Describe principles of operation for different types of motors Understand design features that influence motor selection Describe application of single-phase and three-phase motors Understand principles & differences of relay, contactor & magnetic starter


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): ELECTRIC MOTORS (cont.)








Academy HVAC 1st Ed

Motor Controls Con’t 278 Troubleshoot Electric Motors 1,2,3,4 1,2 2,4,7,9,10,

11 1,3,4,6,7,9

Understand different types external motor overload protection Describe proper procedures Identify & describe various electric motor problems Distinguish difference between mechanical or electrical malfunctions Describe capacitor checkout procedures Describe troubleshooting electric motors


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): REFRIGERATION

Specialty (HVAC specialty(s).): AC, PUMP, GEO The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Principles of Evaporators & Refrigerant Systems

1,2,3,4 1,2,3 1-11 1-9 25

32 Expansion Devices 1,2,3,4 1,2,3 1-11 1-9 32 Condensers 1,2,3,4 1,2,3 1-11 1-9 30

Understand differences between air conditioning and refrigeration systems Describe different types of evaporators Understand the principles of multiple-and single-circuit evaporators. Select appropriate refrigerant metering devices. Understanding operating characteristics of expansion devices and how they respond to load changes. Understand heat exchange principles. Describe operating characteristics of water- and air-cooled condensers. Explain differences between open-loop and closed-loop condense systems. Explain differences among tube and fin, coil, coaxial tube, shell and service-tube condensers. Understand rRelationship between refrigerant and condensing medium.


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): REFRIGERATION (cont.)

Specialty (HVAC specialty(s) ): AC, PUMP, GEO The Work (What the worker needs to do to be able to perform the work competently)







academy HVAC 1st Ed

Compressors 1,2,3,4 1,2,3 1-11 1-9 26 Accessories and Minor Components 1,2,3,4 1,2,3 1-11 1-9 Troubleshoot Refrigeration Systems 1,2,3,4 1,2,3 1-11 1-9

Understand function of refrigerant compressor. Explain differences between hermetic and semi-hermetic compressors. Identify and describe various components and parts of compressors. Understand principles of refrigeration systems components including mechanical, electrical and electromechanical controls and accessories such as receivers, accumulators, and filter-driers. Understand operating conditions for air-cooled, open loop and closed-loop water-cooled systems. Describe and diagnose problems in refrigeration systems.


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): ELECTRIC HEAT

Specialty (HVAC specialty(s) ): ELEC, PUMP, GEO, AirRD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Principles of Electric Heat 1,2,3,4 1,2,3 1,3,4,5,7,9 1,3,4,5,6,7,9 365 365 Install Electric Furnace 1,2,3,4 1,2,3 1,3,4,5,7,9 1,3,4,5,6,7,9 361 365 Install Electric Duct Heaters 1,2,3,4 1,2,3 1,3,4,5,7,9 1,3,4,5,6,7,9

Electric furnaces and duct heaters. Install electric furnaces according to manufacturer specifications Comply with applicable NEC and local codes Provide required voltage and safety controls as specified Follow all applicable safety procedures Install duct heaters according to manufacturer specifications Comply with applicable NEC and local codes Size duct heaters properly to the duct and air flow requirements Install control circuits to provide required voltage and safety controls as specified Follow all applicable safety procedures


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): ELECTRIC HEAT (cont.)

Specialty (HVAC specialty(s) ): ELEC, PUMP, GEO, AirRD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Troubleshoot Electric Heat 1,2,3,4 1,2,3 1,3,4,5,7,9 1,3,4,5,6,7,9 366

Follow systematic and comprehensive diagnostic practices consistent with manufacturer’s specifications Follow all appropriate safety regulations and procedures Record electrical measurements and temperatures not meeting specified operating parameters


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): GAS HEAT

Specialty (HVAC specialty(s) ): GAS, HYD The Work (What the worker needs to do to be able to perform the work competently)







Academy 1st.Ed

Principles of Gas Heat 1,2,3,4,5 1,2,3 1-11 382 384 379 Install Gas Furnaces 1,2,3,4 1,2,3 9 1,3,4,5,6,7,9, 398

Explain principles of gas-fired forced-air heating systems Describe the major components of gas-fired furnaces and types of fuel Explain basic principles of operation for gas burner controls Describe procedures for taking flu-gas carbon dioxide reading and temperatures Install gas-fired forced-air heating systems according to manufacturer’s specifications. Comply with AGA standards, local codes and regulations Install furnace with all electrical and control circuits as specified Ensure that system operates within manufacturer specifications


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): GAS HEAT (cont.)








Academy HVAC 1st Ed

Install Gas Piping 1,2,3,4 1,2,3 8 2,3,4,6,7 398 398 Install Gas Venting 1,2,3,4,5 1,2,3 8 1,4,6,7, 399 399 Provide Combustion Air for Gas-Fired System

1,2,3,4,5 1,2,3 8 1,4,6,7,

Gas Safety Tests and Start-Up 1,2,3 1,2,3 1-11 1,2,4,6,7,9

Install gas-fired forced-air heating system piping according to applicable local codes, AGE standards and manufacturer’s specifications Perform tests to determine that piping and joints do not leak Install vents according to manufacturer specifications and applicable local codes Perform test to determine that all seams and joints do not leak Provide combustion air to meet local code and manufacturer specifications Perform all applicable safety tests to meet manufacturer specifications and applicable codes at start-up Follow all applicable safety procedures


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): GAS HEAT (cont.)








Academy HVAC 1st Ed

Troubleshoot Gas Heat System 1,2,3,4,5 1,2,3 1-11 1,3,4,6,7,9 400

Follow systematic and comprehensive diagnostic practices consistent with manufacturer’s specifications Record electrical measurements, pressures and temperatures not meeting specified operating parameters including measurements of gas valves, pilot lights, blower fans, etc. Prepare repair plan that meets applicable manufacturer’s specifications and local codes.


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): OIL HEAT

Specialty (HVAC specialty(s) ): OIL, HYD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Principles of Oil Heat. 1,2,3,4,5 1,2,3 2 1,4,6,7 414 414 415 Install Oil Furnaces 1,2,3,4,5 1,2,3 1-10 1,3,4,6,7,9 Install Oil Piping and Tanks 1,2,3,4,5 1,2,3 1-10 1,3,4,6,7,9 419

Apply principles oil-fired forced air-heating systems. Describe major components. Explain basic operation. Describe basic service and maintenance. Describe basic diagnostic procedures. Install oil-fired forced-air system according to manufacturer specifications. Comply with NEC, National Fuel Gas, and local codes. Install all electrical and control circuits, voltage and safety controls as specified. Follow all safety procedures. Install steel piping according to specifications and codes. Measure and install piping correctly. Install joints without leaks. Properly support all piping.


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): OIL HEAT (cont.)

Specialty (HVAC specialty(s) ): OIL, HYD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Install Oil Piping and Tanks (cont.) Install Oil Venting 1,2,3,4,5 1,2,3 2 1,4,6,7 433 Provide Combustion Air Oil-Fired System 1,2,3,4,5 1,2,3 2 1,4,6,7 Oil Safety Tests and Start –Up 1,2,3 1,2,3 1-10 1,3,4,6,7,9 Troubleshoot Oil Heat Systems 1,2,3,4,5 1,2,3 1-10 1,3,4,6,7,9 434 416

Follow safety procedures. Install vents per manufacturer specifications & codes Perform tests to determine seams & joints do not leak Follow safety procedures Provide combustion air per manufacturer specifications & codes Perform safety tests at start-up per manufacturer specifications and codes Follow safety procedures Follow systematic & comprehensive diagnostic practices Record efficiency measurements and stack temperatures Record measures of parts not meeting operating parameters


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): BOILERS

Specialty (HVAC specialty(s) ): GAS, OIL, HYD, ELEC The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Boilers 1,2,3 1,2,3 1,2,4,5,6, 8,9

1,2,4,5,7,8, 9

443

Understand & apply principles of boilers: electric, gas & oil


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): HYDRONIC HEAT








Academy HVAC 1st Ed

Principles of Hydronic Heat 1,2,3 1,2,3 1-8 440-474 444,445 448 Install Hydronic Heating Systems 1,2,3 1,2,3 1-8 1,3,4,5,6,7,8,

9 470

471

471,477

Understand & apply principles of gas-fired, electric or oil-fired hot water & radiant panel hydronic heating systems Describe major components of hydronic heating systems Understand & apply principles of centrifugal pumps Install system per manufacturer specifications Comply with NEC & other codes Install components for correct water flow Fill & bleed system per manufacturer specifications Install safety devices Follow safety procedures


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): HYDRONIC HEAT (cont.)








Academy HVAC 1st Ed

Test Integrity of Hydronic Heating Water Circuits

1,2,3 1,2,3 1,2,6 3,6,7,9

Hydronic Heating Systems Start-Up 1,2,3 1,2,3 1,2,4,5,7,8

9,10 3,4,6,7

Troubleshooting Hydronic Heating System 1,2,3,4,5 1,2,3 1,2,4,5,7,8

9,10 2,3,4,6,7,9 10

472

Test system for leaks & air entrapment Adjust as required Test that system does not leak Follow safety procedures Perform safety tests per manufacturer’s specifications & codes Follow safety procedures Follow systematic & comprehensive diagnostic practices Record electrical measurements, pressures & temperatures & other systems not meeting parameters Prepare repair plan


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): ALTERNATIVE HEATING

Specialty (HVAC specialty(s) ): The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Alternative Heating

Understand & apply principles of alternative stoves, fireplace inserts & solar heating systems Explain proper venting for gas/wood stoves Explain safety hazards of wood stoves Understand & apply basic principles of active/passive solar heating


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): PACKAGED ELECTRICAL AIR CONDITIONING AND GAS HEATING UNITS Specialty (HVAC specialty(s) ): AC, GAS, HYD, ELEC, PUMP, GEO The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Packaged Units 1,2,3 1,2,3 1-11 1,2,4,5,7,8,9,10

239

Explain basic principles for air conditioning system that operates with gas heating system Properly read & interpret schematic diagrams


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): AIR TREATMENT DEVICES

Specialty (HVAC specialty(s) ): AC, GAS, OIL, HYD, ELEC, PUMP, GEO, AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Air Treatment Devices 1,2,3 1,2,3 4,9,10 1,2,4,6,7 338-353 338-353 350 346 Troubleshoot Air Treatment Devices 1,2,3,4,5 1,2,3 1,2,4,6,9

10 1,2,3,4,6,7 352

Understand indoor air treatment devices & carbon monoxide safety standards Understand & apply principles of air treatment devices Install per manufacturer specifications, job requirements & local codes Comply with NEC & local codes Follow safety procedures Understand & apply principles of fresh air ventilation & air exchange Understand & apply principles of humidification/dehumidification Properly connect humidistat/dehumidistat Follow systematic & comprehensive diagnostic practices Record measurements not meeting operating parameters Prepare repair plan


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): AIR DISTRIBUTION SYSTEMS








Academy HVAC 1st Ed

Principles of Air Distribution Systems 1,2,3 1,2,3 4,6 81 Install Air Distribution Systems 1,2,3,4,5 1,2,3 4,6 1,2,4,6,7 91-98 89,90 90

Understand & apply principles of air distribution systems Describe proper components Describe uses of propeller & centrifugal blowers Describe types of air-measuring devices Understand & use a duct calculator Install air distribution systems per applicable standards & codes Provide air flow to rooms that match heat loss/gain calculations Fabricate, install & insulate duct systems per manufacturer specifications Support trunk/branch ducts per standards & codes Connect branch ducts to trunk ducts Seal all seams Test air distribution systems


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): AIR DISTRIBUTION SYSTEMS (cont.)








Academy HVAC 1st Ed

Troubleshoot Air Distribution Systems 1,2,3,4,5 1,2,3 1,3,4,6,7 1,2,4,6,8,9

Conduct systematic & comprehensive diagnostic practices Identify air distribution parameters not meeting required specifications Prepare repair plan


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): AIR CONDITIONING

Specialty (HVAC specialty(s) ): AC, PUMP, GEO, AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Principles of Air Conditioning 1-5 1,2,3 1,2,3,5,10,11

112 Install Air Conditioning Systems 1,2,3 1,2,3 1,2,4,5,6 1,3,4,5,6,7,8

9,10 101-136

Understand & apply basic principles of air conditioning Describe & explain the function of air conditioning components Describe & explain the function of condensate drains Understand & apply basic principles & effects of temperature/humidity Explain relationship of air properties to comfort of humans Understand design standards per ARI Install air-conditioning package or split system to manufacturer specifications Comply with NEC, local codes Provide air flow as required Securely fasten air conditioning unit Locate & install air handler per manufacturer’s specifications & code Install air handler, condenser & evaporator coil in serviceable positions


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): AIR CONDITIONING (cont.)








Academy HVAC 1st Ed

Install Air Conditioning Systems Con’t 112 116 349 Air Conditioning Control Systems 1,2,3 1,4,9 Air Conditioning Evacuation and Charging 1,2,3 1,2,3 1,2,4,8,9 1,2,3,4,6,7,9 143 142-152 Recover, Reclaim and Recycle Refrigerants

1,2,3 1,2,3 1,2,4,8,9 1,2,3,4,6,7,9 204-209

Install condensate drain system per manufacturer specifications and local codes Properly connect electrical & control circuits Install air filtration system Install evaporative cooling system Test condensate drain Understand & describe basic components of air conditioning control systems Understand differences between operating controls & safety controls Describe functions of systems components Understand purpose of evacuating systems before charging Perform evacuation & charging per manufacturer specifications Perform recovery, reclamation & recycling per EPA regulations


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): AIR CONDITIONING (cont.)








Academy HVAC 1st Ed

Air Conditioning Start-up and Performance Testing

1,2,3 1,2,3 1,2,4,7,8,9 10,11

1,3,4,6,7 101-124

Troubleshoot Air Conditioning Systems 1-5 1,2,3 1,2,4,7,8,9

10,11 1,2,3,4,6,7,9 172-193

Check electrical & refrigerant connections & drains at start-up Understand & evaluate ambient operating conditions Compare operating performance with manufacturer specifications Perform systematic & comprehensive diagnostic practices Compare suction, discharge pressure & refrigerant temperatures to manufacturer specifications Check & record delta T across the evaporator Check & record line & low-voltage power measurements Prepare repair plan


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): AIR-TO-AIR HEAT PUMPS (AIR SOURCE HEAT PUMPS)

Specialty (HVAC specialty(s) ): PUMP, AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Principles of Air-to-Air Heat Pumps 1,2,3 1,2,3 1,2,3,45,8,9,10

484

485-496 Install Heat Pump 1,2 1,2,3 1,3,4,5,6,7 Supplementary, Auxiliary or Emergency Heat

1,2,3 1,2,3 1,4 3,4,7

Charging and Evacuating Heat Pumps 1,2,3 1,2,3 1,2,4,5,8,9

10 1,3,4,6,7

Understand & apply basic principles of air-to-air heat pumps Understand COP & HSPF Describe functions of various components Use manufacturer performance data to determine balance point Install air source heat pump Comply with NEC & local codes Securely fasten heat pump unit Properly install electrical & control circuits Test condensate drain Understand & apply principles of supplemental, auxiliary or emergency heat Charge & evacuate heat pumps per manufacturer’s specifications


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): AIR-TO-AIR HEAT PUMPS (AIR SOURCE HEAT PUMPS cont.)

Specialty (HVAC specialty(s) ): PUMP, AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Performance and Start-up Testing 1,2,3 1,2,3 1,2,4,5,8,9 10

1,3,4,6,7

Troubleshoot Heat Pumps 1,2,3 1,2,3 1,2,4,5,8,9

10 1,3,4,6,7

Check electrical & refrigerant connections and drains at start-up Verify safety devices function properly Understand & evaluate ambient operating conditions Test system for proper air flow Compare operating performance with manufacturer’s specifications Perform systematic & comprehensive diagnostic practices Compare suction, discharge pressures & refrigerant temperatures to manufacturer’s specifications Check & record delta T of air across indoor coil Check operation of reversing valve & defrost system Check & record line & low-voltage power measurements Prepare repair plan


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): GEOTHERMAL OR WATER-SOURCE HEAT PUMPS

Specialty (HVAC specialty(s) ):GEO, AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Principles of Geothermal Heat Pumps 1,2,3 1,2,3 1,2,4,5,8,9,10

507

508 508 516 Install Geothermal or Water-Source Heat Pumps

1,2,3 1,2,3 1,2 1,3,4,6,7

Understand & apply principles of open-loop & closed-loop heat pumps Describe different ground-loop configurations for closed-loop geothermal systems Explain advantages/disadvantages of series/parallel-flow configurations Describe different types & water sources for geothermal or water-source heat pumps Install geothermal or water-source heat pump per manufacturer specifications Comply with NEC & local codes Securely fasten heat pump unit Properly install electrical & control circuits Properly size & assemble heat pump transfer piping system without leaks Test for air and water leaks


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): GEOTHERMAL OR WATER-SOURCE HEAT PUMPS (cont.)

Specialty (HVAC specialty(s) ): GEO, AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Supplementary, Auxiliary or Emergency Heat

1,2,3 1,2,3 1,4 3,4,7

Charging and Evacuating Heat Pumps 1,2,3 1,2,3 1,2,4,5,8,9

10 1,3,4,6,7

Performance and Start-up Testing Troubleshoot Geothermal or Water-Source Heat Pumps

1,2,3,5 1,2,3 1,2,4,5,8,9 10

515

Understand & apply principles of supplementary, auxiliary or emergency heat Charge & evacuate heat pumps per manufacturer specifications Check electrical & refrigerant connections & drains at start-up Verify safety devices function properly Understand & evaluate ambient operating conditions Test for proper air flow Test system for proper water flow pressure & temperature Compare operating performance with manufacturer specifications Perform systematic & comprehensive diagnostic practices


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): GEOTHERMAL OR WATER-SOURCE HEAT PUMPS (cont.)

Specialty (HVAC specialty(s) ): GEO, AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Troubleshoot Geothermal or Water-Source Heat Pumps Con’t

1,2,3,5 1,2,3 1,2,4,5,8,9,10

1,3,4,6,7

Compare suction, discharge pressures & refrigerant temperatures to manufacturer’s specifications Check & record delta T of air across indoor coil Check operation of reversing valve Check water flow, GPM & inlet/outlet temperatures Check & record line & low-voltage power measurements Prepare repair plan


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): EVAPORATIVE COOLERS

Specialty (HVAC specialty(s) ): AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Principles of Evaporative Coolers 1,2,3 1,2,3 1,2,4,5,6,9,10

Install Evaporative Coolers 1,2 1,2,3 4,6 1,3,4,5,6,7 Performance and Start-up Testing 1,2,3 1,2,3 1,2,4,5,6,9

,10 1,3,4,5,6,7

Understand & apply principles of evaporative coolers Install evaporative coolers per manufacturer specifications Comply with NEC & local codes Provide air flow as required Securely fasten cooling unit & electrical & control circuits Test for air & water leaks Install piping system & drains with no leaks Check electrical & water connections & drains at start-up Verify safety devices function properly Understand & evaluate ambient operating conditions Test for proper air flow Test system for proper water flow over evaporator pads Compare operating performance with manufacturer specifications


HBI National Residential HVAC Skill Standards Critical Work Function (Major concentration in career area): Evaporative Coolers (cont.)

Specialty (HVAC specialty(s) ): AirD The Work (What the worker needs to do to be able to perform the work competently)







Academy HVAC 1st Ed

Troubleshoot Evaporative Coolers 1,2,3 1,2,3 1,2,4,5,6,9 10

1,3,4,5,6,7

Conduct systematic & comprehensive diagnostic practices Record electrical voltage, air flow, temperature & relative humidity Prepare repair plan

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