HVAC Excellen

Competency and Task List

Introduction

HVAC Excellence offers a comprehensive competency and

task list that outlines the foundational competencies that
should be included in most HVACR training programs. The
specific program being offered will determine the required
competencies, and additional competencies may need to
be incorporated to meet program needs.

Department of Energy

The competency and task list has been updated to include

competencies developed by the Pacific Northwest National
Laboratory (PNNL), a United States Department of Energy
Laboratory, to align with their decarbonization goals.
These competencies are marked with asterisks (*).
Additional new competencies are highlighted in green.

Continuing Education Training Recognition

If applying for HVAC Excellence recognition of your
training program for continuing education hours (ceus),
you must complete your information tab on the
spreadsheet, identify any of the elements of your program
on the checklist. Once the review of your program against
the competency and task list is complete, you may submit
your course recognition application at
https://form.jotform.com/241585774494067.

Quick Links to Specific Compete

General Studies
Safety
Electrical
Electric Heat
Residential AC
Heat Pumps
Commercial Heat Pumps
Commercial AC
xcellence
tency and Task List

#VALUE!

Textbook Integration

While no specific textbooks are mandated for the integration

of the competency and task list, several publishers have
aligned their publications with this list. Your chosen publisher
can provide valuable assistance in selecting appropriate
materials for your program. Publishers seeking to use the
HVAC Excellence logo on their textbook, must complete the
crosswalk, and submit their application here.

Contact Information
 © HVAC Excellence 2025. All rights reserved.
P.O. Box 521, Mt. Prospect, IL 60056
Telephone: (800) 394-5268
Revised: June 2024

Specific Competencies
Commercial Refrigeration
Gas Heat
Oil Heat
Duct & Envelope
System Performance
Mini Splits
Building Automation
Low GWP (A2L & A3)
 Applicant Information
Please complete the following information so HVAC Excellence may properly review your applica
Organization:
Program Title:
Contact Name:
Competencies the program will cover:
General Studies
Safety
Electrical
Electric Heat
Residential Air Conditioning
Heat Pump
Commercial Air Conditioning
Commercial Refrigeration
Gas Heat
Oil Heat
Duct & Envelope
System Performance
Mini Splits
Building Automation
erly review your application:
 General Studies

Students should have

knowledge of and be
able to demonstrate
proficiency in the
following:

Students should have

knowledge of and be
able to demonstrate
proficiency in:
 General Studies
Mathematics for HVACR
Adding, subtracting, multiplying, and dividing decimal numbers including negative numbers
Adding, subtracting, multiplying, and dividing fractions
Adding, subtracting, multiplying, and dividing whole numbers including negative numbers
Calculating ΔT
Calculating squares, cubes, and roots for area and volume
Converting English measurements to Metric measurements and Metric to English
Converting fractions to decimals, and decimals to fractions
Measure length, area, and volume using both inch pound (English) and SI (metric) measurem
Solving basic equations
Manipulate ratios and proportions as they relate to various equipment and components such
Compressors
Pumps
Drive systems
Fans
HVACR General Studies
HVACR industry organizations
Energy resources
Energy efficiency ratings
Defining and differentiating between Renewable and Sustainable energy
Life Cycle cost Analysis
The meaning of the follow acronyms:
Building Information Modeling (BIM)
Commercial Buildings Energy Consumption Survey (CBECS)
Energy Conservation Measures (ECM)
Energy Information Administration (EIA)
Energy Efficiency Ratio (EER)
Seasonal Energy Efficiency Ration (SEER)
Seasonal Energy Efficiency Ration2 (SEER2)
Annualized Fuel Utilization Efficiency (AFUE)
Heating Seasonal Performance Factor (HSPF)
United States Green Building Council (USGBC)
Green Buildinig Initiative (GBI)
Leadership in Energy and Environmental Design (LEED)
Coefficent of Performance (COP)
Electroncially Commutated Motor (ECM)
Department of Energy (DOE)
Energy auditing
The thermodynamics of air and water vapor
The water vapor cycle in the Earth’s atmosphere
Standard air volume and density
Psychrometrics
The properties of each line on a psychrometric chart
Plotting any two basic points on the psychrometric chart and evaluating the data
Describing the eight processes of air conditioning and how to plot each on a psychrometric ch
Defining and
Explaining theuse the Process
comfort Triangle
zone and on the psychrometric
the different chartrelative
temperatures and to calculate, sensible
humidity's heat,
effect on
comfort
Explaining sensible heat ratio
Calculating mixed air problems for infiltration and ventilation
Calculating residential structure heat loss and gain
Calculating duct sizing, using duct sizing formulas
Developing critical thinking skills including analysis, evaluation, calculations, and the use of c
Standard Met
tent heat and total heat

mputer technology
 Safety

Students must have

knowledge and be
able to demonstrate
proficiency in:
 Safety

Being able to explain the importance of OSHA in providing a healthful and safe work environm
Locating OSHA Standards references applicable to Heating Air Conditioning and Refrigeration
practices (Introduction to OSHA Standards)
Recognizing the aspects of the General Safety and Health Provisions. OSHA Standard 1962 S
How to Implement preventative measures for accidents in their workplace. OSHA standards (
Recognizing, understanding use, and describing the required types of personal protective equ
Conditioning and Refrigeration Industry and the requirements for using. OSHA standards (Sub
Understanding the requirements for fire protection and air quality in the workplace. OSHA Sta
Prevention)
Recognizing types of rigging equipment used to protect employees. OSHA Standard (Subpart
Recognizing the life-threatening health and safety dangers of welding and cutting metal in th
OSHA Standard (Subpart J - Welding and Cutting)
Recognizing needed procedures for protecting workers and equipment from dangerous falls.
Hazards related with working around excavation and confined spaces sites. OSHA Standards
Hazards of preforming jobs on or around stairways, ladders and at worksites. OSHA Standard
Identifying common electrical hazards. OSHA standards (Subpart K - Electrical Standards)
 Standard Met

nvironmental Controls)
 Electrical
Competencies with an asterisk are recommended by the Unit

Students should have

knowledge of and be
able to demonstrate
proficiency in:
Students should have
knowledge of and be
able to describe and
demonstrate the
following safety
requirements:

Knowledge of the
following test
instruments and or
tools is required:
instruments and or
tools is required:
 Electrical
Competencies with an asterisk are recommended by the United States Department of Energy

Electrical Safety
The structure of an Atom
Direct current
Alternating current
Positive and negative charged atoms
Potential difference
Current flow
Ohm’s Law and solving problems applying to Ohm’s Law
Watts Law
Series and Parallel circuit rules
The effects of voltage drop, amps, and resistance in a series circuit
The effects of voltage, amps, and resistance in a parallel circuit
The effects of voltage, amps, and resistance in a combination series-parallel circuit
Impedance and how it effects a circuits
Interpreting Electrical Diagrams
Calculating and measuring the voltage output of a transformer using the number of turns on t
Defining and identifying conductors
Describing and identifying insulators
Describing and identifying semi-conductors
Identifying the types and describing the proper application and use of “Circuit Protectors”
Overload protectors construction and function
Evaluating, replacing, and describing the function, application and wiring of a start capacitor
Evaluating, replacing and describing the function, application and wiring of a run capacitor
The fundamentals of single phase and three phase motors
Defining and measuring Locked Rotor Amps, and Full Load Amps
Demonstrating and explaining the purpose of checking the resistance of motor windings
Describing a dual voltage three phase motor
Describing a dual voltage three phase motor and demonstrating the wiring configurations
Describing a permanent split capacitor motor, capacitor start induction run motor, and a mult
Describing the operation and characteristics of motor speed drives
Describing and demonstrating setup and adjustment of a Variable Frequency Drive (VFD)
Describing and demonstrating setup and adjustment of a Variable Speed Drive (VSD)
Describing and demonstrating the method used to change rotation direction in a three phase
Describing and explaining motor construction, speed, rotation for single phase motors
Describing the operation and characteristics of an Electronically Commutated Motor (ECM)
Disassembling, assembling, and describing the function of the parts of an induction motor
Explaining the difference between a Wye and Delta three phase motor
Describing the differences between a “Pictorial”, a “Ladder Diagram”, and a “Schematic”
Cleaning evaluating and installing different types of motors (Shaded pole, split phase, PSC, CS
Evaluating and installing a run and start capacitor
Determining the sequence of operation using schematic wiring diagrams
Drawing and interpreting electrical diagrams for the purpose of troubleshooting
Installing and evaluating a transformer.
Installing and evaluating a contactor
Installing and evaluating a control relay
Installing and evaluating a defrost timer
Installing and evaluating a digital thermostat
Installing and evaluating a line starter
Installing and evaluating a solenoid valve
Installing and evaluating start relays (current, potential, and solid state)
Installing and evaluating temperature coefficient thermistors
Identifying electrical symbols used in HVACR schematics
Identifying inoperative/defective components using schematic wiring diagrams
Identifying voltage between two points using schematic wiring diagrams
Installing and evaluating a communications thermostat
Installing, evaluating and servicing a dual stage thermostat
Installing and evaluating a smart thermostat
Installing and evaluating a dual-fuel heat pump thermostat
Evaluating electrical panel capacity as part of electric heating additions or conversions
Servicing and installing equipment control circuits
Servicing and installing equipment power supply
Identifying the types
Identifying the types and
and describing
describing the
the proper
proper application and use
application and of common
use of a Positiveswitches use i
temperature
thermistors (PTC)
Describing and demonstrating the proper solder, flux, and procedures for soldering electrical

Ladder safety procedures

Describe and perform “Lock out and Tag” procedures
Identifying the safety ground
Identifying the “Hot” conductor
Identifying “Neutral” conductor
Electrical Shock, prevention and first aid
Electrical Burns, prevention and first aid
Describe and demonstrate emergency first aid procedures

Ohmmeter
Multimeter
Ammeter
Voltmeter
Wattmeter
Hermetic compressor analyzer
Relay tester
Megger meter
Capacitor analyzer
 Standard Met

ry vs. the secondary sides

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 Electric Heat

Students should have

knowledge of and be
able to demonstrate
proficiency in:
Students should have
knowledge of and be
able to demonstrate
proficiency in:
Students should have
knowledge of and be
able to describe and
demonstrate the
following safety
requirements:

Electric Heat
troubleshooting and
problem solving:

Knowledge of the
following test
instruments and or
tools is required:
 Electric Heat

Electrical Safety
Electric Heat Theory
Identifying system Components
Calculating Watts
Describing how electric heating elements are rated
Describing types and how a sequencer controls heating elements and blower operation
Defining and calculating furnace BTU output
Defining Coefficient of performance
Describing sensible and latent heat
Identifying the formula for sensible heat
Describing the principles of dehumidification and humidification
Differentiating between a resistive and inductive load
Identifying the material used to construct electric heater elements
Describing the insulating properties of mica and ceramics and their application
Describing the operation and purpose of, and evaluate/replace a fan interlock switch
Describing snap discs and their sequence of operation
Describing the operation of, and evaluate/replace a limit switch
Evaluating, describing its operation, installing, and setting a pressure differential switch
Describing the effects of relative humidity on comfort and health
Explaining and measuring temperature rise
Identifying the various types of motor mounts used on residential furnace blower assemblies
Identifying the NEC code requirements for residential thermostat wiring
Describing and calculate wire sizing as it applies to voltage drop and length of wiring run
Describing voltage tolerances
Demonstrating the measurement of and determining the amp draw of electric heating element
Describing and demonstrating the method of wiring heating elements in a single-phase-system
Describing and determine the maximum allowable voltage imbalance in a three phase circuit
Measuring the voltage imbalance in a three phase circuit
Setting the heat anticipation or cycling rate for an electric furnace thermostat
Identifying the proper location for and install a conventional thermostat
Explaining the detailed wiring and operation of a setback programmable thermostat
Describing “R” values and application of various duct insulation materials
Determine system maximum allowable operating static pressure
Describing and demonstrating the method of measuring static pressure
Explain the procedures for determining CFM
Stating the recommended air velocities throughout the supply and return duct system
Stating the recommended air velocities through the return air grilles
Measure air velocities throughout the supply and return duct system
Describing the effects of static pressure on air flow
Measure the effects of static pressure on air flow
Demonstrating the procedure for finding CFM using an anemometer
Demonstrating the procedure for finding CFM using temperature rise
Stating the typical operating characteristics of a direct drive blower
Preforming blower airflow adjustments
Choosing and
Describing andinstalling the proper
demonstrating bearingsoffor
the method a residential
wiring belt driveninblower
heating elements assembly
a three-phase system (wye
or delta)
Choosing and using the proper lubricant for residential blower motor maintenance
Describing and demonstrating the procedure to replace the belt and adjust air flow on a belt driven blower assembly
Describing, fabricating and install various types of duct connectors
Describing the application of and preform the installation of turning vanes
Describing the construction and efficiencies of varying filtering media and systems
Electric Heat Troubleshooting and Problem Solving
Evaluating and replacing a heating element and a sequencer
Describing installation and service procedures for central heating system
Stating the minimum required clearances for service and safety of an electric furnace
Evaluating, describing its operation, and install a duct heater
Describing procedures for retrofit of a system to electric heat
Ladder safety procedures
Describe and perform “Lock out and Tag” procedures
Identifying the safety ground
Identifying the “Hot” conductor
Identifying “Neutral” conductor
Describe and install a GFCI circuit breaker
Describe and demonstrate safety grounding procedures for electric motors
Describe the application of and test a fusible link
Electrical Shock, prevention and first aid
Electrical Burns, prevention and first aid
Describe and demonstrate emergency first aid procedures

Troubleshooting and Problem Solving involves diagnostic procedures requiring the use of test
instruments, data plate information, and wiring diagrams. All of the HVACR electric furnace system
components, circuits, air distribution system, and/or power supply should be part of the
Troubleshooting and Problem Solving question area.

Ohmmeter
Multimeter
Ammeter
Voltmeter
Wattmeter
Megger meter
Capacitor analyzer
Standard Met
lower assembly
 Residential Air Conditioning
Competencies with an asterisk are recommended by the United States Department of Ene
 Students should have
knowledge of Air
Conditioning
components and be
able to demonstrate
proficiency in:
esidential Air Conditioning
Residential Air

Students should have

knowledge of and be
able to describe and
demonstrate the
following safety
Students should have
knowledge of and be
able to describe and
demonstrate the
following safety
requirements:

Air Conditioning
troubleshooting and
problem solving:

Knowledge of the
following test
instruments and or
tools is required:
 Residential Air Conditioning
Competencies with an asterisk are recommended by the United States Department of Energy

The three states of matter

The laws of Thermodynamics
Heat transfer Convection, Conduction, and Radiation
Atmospheric pressure and the effect of altitude
Absolute and gauge pressures
Psychrometrics
Refrigerant charging methods
Refrigerant piping
Soldering and brazing
Refrigerant leak detection and types of leak detectors
Recovery and recycling processes
Defining enthalpy and entropy
Change of state between liquids, vapor, and solids
Describing
Describing,and defining
defining, andthe following;the
converting conduction, convection and
following temperature radiant heat transfer
measurements; Fahrenheit, Celsius, Rankine,
and Kelvin
Condensation of a vapor, and its effect on heat
Vaporization of a liquid, and its effect on heat
Describing the thermodynamics of refrigerants
Describing and defining the following; BTU, latent heat, sensible heat
Describing and defining
the state the following;
of refrigerant, andsubcooled liquid,
explain what superheated
occurs vaporcomponent during normal
in each major
operation
Using saturation tables
Identifying and defining the following types of blends; Binary, Ternary, Azeotropic, and Near Azeotropic
Identifying and defining; CFC’s, HCFC’s, HFC’s, HFO's & HC's
Describing temperature glide
Describing fractionation and its causes
Describing and defining the following; wet bulb temperature, dry bulb temperature, and dew point
Measuring wet and dry-bulb temperatures
Defining wet bulb depression
Describing
Describing,the principles
explaining theoffunction,
dehumidification and
evaluating, humidification
cleaning, and replacing (when feasible) of the following
components:
Compressors (reciprocating, scroll, rotary, and screw)
Compressor capacity control methods and operation
Condensers air cooled
Condensers water cooled
Metering devices (capillary tube, thermostatic expansion valve, automatic expansion valve, electronic expansion valve)
Evaporators
Receivers
Discharge line
Liquid line
Suction line
Liquid line filter/driver
Sight glass
Suction line filter
Accumulator
Head pressure controls
Low pressure controls
Pump down solenoid
Plotting the refrigeration cycle on a pressure enthalpy chart
Defining SEER and EER
Describing the operation and use of a wireless probe set and smart diagnostic application
Describing the operation and use of a gauge manifold assembly
Identifying and differentiate between the various types of service valves
Obtaining gauge pressure using compound gauges and convert to absolute
Defining vacuum and vacuum levels as required in the HVACR industry
Identifying the types of micron gauges and how they should be connected to measure evacuation levels
Explaining vacuum pump selection
Evacuating and measuring system evacuation level
Describing the triple evacuation method
Soldering and brazing using correct techniques
Demonstrating the triple evacuation method
Calculating and demonstrating the weigh-in charging method
Demonstrating charging using the superheat method
Demonstrating charging using the subcooling method
Identifying proper charging of a blended refrigerant into an operating system
Identifying proper charging a blended refrigerant by weight into an empty system
Demonstrating charging using the manufacturers literature
Demonstrating charging a mini-split system with two or more evaporators
Describing the following oils and their applications; Mineral, Alkylbenzene, Glycols, and Esters
Select the proper refrigerant oil and add it to an operating system
Defining compression ratio
Describing and preforming a compressor efficiency test
Determine superheat and subcooling on an operating system
Identifying proper charging of a compound refrigerant into an empty system
Identifying proper charging of a compound refrigerant into an operating system
Describing the six types of leak detectors and demonstrating the proper use
Explaining the proper use of each type of leak detector and their applicability
Explaining the method for and pinpointing a leak
Explaining the proper use and handling of nitrogen in the leak detection process
Defining and demonstrating refrigerant recovery
Defining and demonstrating refrigerant recycling
Defining reclaim
Installing an air handler
Installing a condensing unit
Adjusting blower fan speed
Select the proper refrigerant oil it to an operating system
Perform a compressor efficiency test

Ladder and fall protection safety procedures

Lock Out and Tag Out procedures
Proper and safe handling of refrigerants
Proper PPE requirements
Emergency First Aid procedures
Proper use of hand tools

Troubleshooting and Problem Solving involve diagnostic procedures requiring the use of test equipment,
manufacturers’ installation and start up procedures, and data plate information.

Thermometers (wet and dry)

Gauge manifold assembly
Refrigerant throttling valve
Charging scale and charging cylinder
Soldering and brazing equipment
Flaring tool/ tubing cutters
Tubing benders
Nitrogen Cylinder
Leak detector
Valve Core removal tool
Micron gauge
Vacuum pump
Recovery equipment
Wireless refrigeration probes
Standard Met
c expansion valve)

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 Heat Pump
Competencies with an asterisk are recommended by the United States Department o

Students should have

prior knowledge of:
 Students must have
knowledge of Heat
Pump system
components and be
able to demonstrate
proficiency in:
Heat Pump
Heat Pump

Students should have

knowledge of and be
able to describe and
demonstrate the
following safety
requirements:
Students should have
knowledge of and be
able to describe and
demonstrate the
following safety
requirements:

Heat Pump
troubleshooting and
problem solving:

Knowledge of the
following test
instruments and or
tools is required:
 Heat Pump
Competencies with an asterisk are recommended by the United States Department of Energy

Refrigerant thermodynamics
Psychrometrics
Residential air conditioning and electric heating systems
Refrigerant charging
Refrigerant recovery
Soldering and brazing techniques.
Refrigerant recycling
Refrigerant reclamation

Describing a heat pump’s design, configuration for both the heating and cooling cycle
Define SEER, SEER2, HSPF, and COP
Identifying and differentiate between the various types of service valves
Differentiate between a single-stage, multi-stage, and variable speed compressor
Differentiate between ducted, ductless, and packaged terminal air source heat pumps, as well as ground-source and water-
Identify and evaluate suitable heat pump equipment choices for a specified location
Describe variable speed compressor sequence of operation
Describe low temperature or cold climate heat pump performance at different outdoor temperatures
Explain minimum and maximum system capacity in variable speed systems
Explain the difference between systems with constant speed supply fans and variable speed supply fans
Explain the sequence of operation for systems with variable speed supply fans
Describe dual fuel heat pump systems
Explain different approaches for sizing heat pumps: sizing for cooling, partial heating, full heating
Explain how different climates and outdoor temperature levels affect the approach for sizing heat pumps
Explain differences in operation and comfort between heat pumps and fossil fuel heating systems
Describe requirements for installing outdoor units
Assessing an electrical panel to determine if the building's electrical capacity can account for a heat pump's load
Describing the operation and use of a wireless probe set and smart diagnostic application
Differentiate between a compressor designed for use in a heat pump and one that is designed for use in a cooling only air
conditioner
Demonstrating the proper connection and use of a gauge manifold assembly
Describing the operation of a reversing valve.
Describing the procedures for testing the operation of a reversing valve
Perform a reversing valve replacement
State the purpose of an accumulator and how it is constructed
Evaluate and replace a accumulator
Describing the principle of operation of a capillary tubes as used on a heat pump
Describing the principle of operation of a fixed orifice as used on a heat pump
Describing the principle of operation of a thermostatic expansion valve used with and with out check valves
Describing the principle of operation of an electronic expansion valve
Evaluating and replacing a capillary tube
Servicing, selecting, and installing a fixed orifice
Servicing, selecting, and installing a thermostatic expansion valve
Servicing, selecting, and installing an electronic expansion valve
Describing a check valve, its function and operation
Evaluating and replacing a check valve
Describing the operation of a heat/cool relay
Describing the operation of the following defrost controls, mechanical, time/temperature, and solid state
Describing the function of and testing method for an outdoor thermostat
Describing the sequence of the defrost cycle
Describing the sequence of operation and the testing methods for a defrost relay
Install a solid state defrost control
Stating the purpose of and testing method for a bimetal outdoor coil temperature sensor
Evaluate and replace a defrost board
Servicing and installing a thermistor type temperature sensor (PTC & NTC)
Replacing a printed circuit control board (PC) the indoor and outdoor units
Describing crankcase heating methods and how they operate
Describing a heat pump thermostat with emergency heat feature
Describing the function of and the testing method for a control circuit fuse
Explain how the set points for outdoor thermostats are established
Install and service a thermostat used with a dual fuel system
Describe the system balance point in a dual fuel system and how it is derived
Describing the function and the control methods used by an indoor electronic thermostat
Measure system air flow
Install a condensate drain to handle potential condensation introduced by adding a heat pump
Explain the function of a liquid line bi-flow drier
Installing and evaluating a liquid line bi-flow drier
Installing and evaluating a liquid line drier
Explain the function of a suction line filter drier
Installing and evaluating a suction line filter drier
Identifying the types of micron gauges
Explain the method for connecting a micron gauge to the system
Describing and performing the triple evacuation method
Describing heat pump charging procedures
Explain charging using the manufacturers literature
Calculating and demonstrating the weigh-in charging method
Determine required superheat and subcooling for an operating system
Explain charging using the superheat method
Select the proper refrigerant oil for an operating system
Explain charging using the subcooling method
Demonstrating charging using the manufacturers literature
Demonstrating proper charging of HCFC and HFC refrigerants into an operating system
Demonstrating proper charging of HCFC and HFC refrigerants into an empty system
Describing the operation of and the testing method for a high pressure switch
Describing the operation of and the testing method for a low pressure switch
Describing the procedure to perform a compressor efficiency test

Ladder safety procedures

Fall prevention procedures
Refrigerant handling
Nitrogen handling procedures

Troubleshooting and Problem Solving involves diagnostic procedures requiring the use of test equipment, manufacturers
installation and start up procedures, and data plate information.

Anemometer
Thermometers (wet and dry)
Gauge manifold assembly
Recovery equipment
Vacuum pump
Micron gauge
Leak detector
Nitrogen Cylinder
Soldering and brazing equipment
Charging scale and Charging cylinder
Refrigerant throttling valve
Ohmmeter
Ammeter
Voltmeter
Valve Core removal tool
Flaring tool/ tubing cutters
Tubing benders
Wireless refrigeration probes and apps.
Sling Psychrometer
 Standard Met

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 Commerical Air Conditioning

Students should have prior

knowledge of:
 Students must have
knowledge of light
commercial air conditioning
systems, their components,
ight Commercial Air Conditioning

and be able to demonstrate

proficiency in:
Light Comm
 Students should have
knowledge of and be able to
describe and demonstrate
the following safety
requirements:

Light Commercial Air

Conditioning
troubleshooting and
problem solving:

Knowledge of the following

test instruments and or
tools is required:
 Commerical Air Conditioning

Leak detectors
The laws of Thermodynamics
Recovery and recycling processes
Refrigerant leak detection and types of leak detectors
Refrigerant piping
Soldering and brazing
Refrigerant types
System components such as:
Metering devices
Receivers
Pressure controls
Suction accumulators
Refrigerant flow and control valves
Evacuation methods and equipment
Refrigerant charging methods

Defining enthalpy and entropy

Change of state between liquids, vapor, and solids
Describing and defining the following; conduction, convection and radiant heat transfer
Describing, defining, and converting the following temperature measurements; Fahrenheit, Celsius, Rankine, a
Condensation of a vapor, and its effect on heat
Vaporization of a liquid, and its effect on heat
Describing the thermodynamics of refrigerants
Describing and defining the following; BTU, latent heat, sensible heat
Describing and defining the following; subcooled liquid, superheated vapor
Describing the state of refrigerant, and explain what occurs in each major component during normal operation
Using saturation tables
Identifying and defining the following types of blends; Binary, Ternary, Azeotropic, and Near Azeotropic
Identifying and defining; CFC’s, HCFC’s, HFC’s, HFO's & HC's
Describing temperature glide
Describing fractionation and its causes
Explain the procedures to retrofit a system from a CFC to an HFC, & an HCFC to an HFC
Describing and defining the following; wet bulb temperature, dry bulb temperature, and dew point
Defining wet bulb depression
Measuring wet and dry-bulb temperatures
Describing the principles of dehumidification and humidification
Describing, explaining the function, evaluating, cleaning, and replacing (when feasible) of the following compo
Compressors (reciprocating, scroll, rotary, and screw)
Condensers air cooled
Condensers water cooled
Metering devices (capillary tube, thermostatic expansion valve, automatic expansion valve, electronic expansi
Refrigerant distributors and feeder tubes
Evaporators
Receivers
Discharge line
Liquid line
Suction line
Liquid line filter
Sight glass
Suction line filter
Vibration eliminator
Accumulator
Head pressure controls
Low pressure controls
Pump down solenoid
Oil separator
Crankcase heater
Economizer
Plotting the refrigeration cycle on a pressure enthalpy chart
Defining SEER and EER
Describing a Head Master and its operation
Describing the function, selection and installation of auxiliary heat exchangers
Select the proper refrigerant oil add to an operating system
Adjusting blower fan speed
Sizing, designing, and installing refrigerant lines
Installing a condensing unit
Installing an air handler
Describing the required CFM for system operation and calculate air flow
Installing a condensate drain
Defining reclaim
Defining and demonstrating refrigerant recycling
Defining and demonstrating refrigerant recovery
Explaining the proper use and handling of nitrogen in the leak detection process
Explaining the method for and pinpointing a leak
Explaining the proper use of each type of leak detector and their applicability
Describing the six types of leak detectors and demonstrating the proper use
Identifying proper charging of a compound refrigerant into an operating system
Identifying proper charging of a compound refrigerant into an empty system
Determine superheat and subcooling on an operating system
Describing and preforming a compressor efficiency test
Select the proper refrigerant oil and add it to an operating system
Describing the following oils and their applications; Mineral, Alkylbenzene, Glycols, and Esters
Demonstrating charging a mini-split system with two or more evaporators
Demonstrating charging using the manufacturers literature
Identifying proper charging a blended refrigerant by weight into an empty system
Identifying proper charging of a blended refrigerant into an operating system
Demonstrating charging using the subcooling method
Demonstrating charging using the superheat method
Stating the reason why capillary tube systems require a critical charge
Describing a capillary / distributor tube sizing and selection procedure
Calculating and demonstrating the weigh-in charging method
Describing the triple evacuation method
Demonstrating the triple evacuation method
Soldering and brazing using correct techniques
Evacuating and measuring system evacuation level
Explaining vacuum pump selection
Identifying the types of micron gauges and how they should be connected to measure evacuation levels
Defining vacuum and vacuum levels as required in the HVACR industry
Obtaining gauge pressure using compound gauges and convert to absolute
Describing the operation and use of a gauge manifold assembly
Identifying and differentiate between the various types of service valves
Defining compression ratio
Describing the automatic pump-down system and its operation
Describing an air cooled condenser, its function, and operating parameters
Installing water cooled system and adjusting a water regulating valve
Describing the function of, and install a lockout relay in a circuit
Describing the operation of and install a contactor
Describing, test, and install a run and start capacitor
Describing and install a compressor potential start relay
Describing the operation of and test a high pressure switch
Describing the operation of and test a low pressure switch
Describing and wire the terminal connections of a thermostat temperature control
Describing and test thermistor type temperature sensors (PTC & NTC)
Describing the function, check the operation, and wire an oil pressure safety control
Installing and adjusting a low ambient temperature control
Test a blower or fan motor and its circuit
Describing the operation of and test a hot gas bypass valve
Describing the operation of and adjust an inline, and pilot operated evaporator pressure regulator
Describing and installing a replaceable core liquid line drier
Describing and install a replaceable core suction line filter drier
Describing dry type evaporators and their operation
Describing the piping configuration for a multiple evaporator systems
Describing the function and purpose of a multiple compressor system
Compressor capacity control methods and operation
Describing a chilled water system and its operation
Describing cooling towers and their operating limitations
Describing the operation and function of a flooded evaporator and its metering device
Describing the function, check the operation, and wire a demand ventilation control
Describing the function, check the operation, and wire communications type thermostat
Describing the function, check the operation, and install a variable volume air handler
Describing the function, check the operation, and install a variable air volume (VAV) unit
Describe and perform “Lock out and Tag” procedures
System leak-test pressures and nitrogen regulator installation and adjustment
Explain and demonstrate the proper method of connecting a micron gauge to the system

Troubleshooting and Problem Solving involves diagnostic procedures requiring the use of test equipment, man
installation and start up procedures, and data plate information.

Ammeter
Oil pressure gauge
Ohmmeter
Oil pump
Voltmeter
Nitrogen Cylinder
Micron gauge
Vacuum pump
Sling Psychrometer
Refrigerant throttling valve
Thermometers (wet and dry)
Recovery equipment
Leak detector
Charging scale and charging cylinder
Gauge manifold assembly
Anemometer
Soldering and brazing equipment
Valve Core removal tool
Flaring tool/ tubing cutters
Tubing benders
Standard Met
 Commercial Refrigeratio

Students should have

prior knowledge of:
 Students must have
knowledge of light
commercial
refrigeration systems,
their components, and
be able to demonstrate
proficiency in:
efrigeration
 be able to demonstrate
proficiency in:

Commercial Refrigeration
Students should have
knowledge of and be
able to describe and
demonstrate the
following safety
requirements:

Commercial
Refrigeration
troubleshooting and
problem solving:

Knowledge of the
following test
instruments and or
tools is required:
 Knowledge of the
following test
instruments and or
tools is required:
 Commercial Refrigeration

The laws of Thermodynamics

Recovery and recycling processes
Refrigerant leak detection and types of leak detectors
Refrigerant piping
Soldering and brazing
Refrigerant types
Leak detectors

Defining enthalpy and entropy

Change of state between liquids, vapor, and solids
Describing
Describing,and defining
defining, andthe following;the
converting conduction, convection and
following temperature radiant heat transfer
measurements; Fahrenheit, C
and Kelvin
Condensation of a vapor, and its effect on heat
Vaporization of a liquid, and its effect on heat
Describing the thermodynamics of refrigerants
Define Cryogenics
Define and state the applications of High, Medium, and Low temperature refrigeration
Define “Expendable Refrigerant”
Describing and defining the following; BTU, latent heat, sensible heat
Describing and defining
the state the following;
of refrigerant, andsubcooled liquid,
explain what superheated
occurs vaporcomponent during
in each major
operation
Using saturation tables
Identifying and defining the following types of blends; Binary, Ternary, Azeotropic, and Near A
Identifying and defining; CFC’s, HCFC’s, HFC’s, HFO's & HC's
Describing temperature glide
Describing fractionation and its causes
Explain the procedures to retrofit a system from a CFC to an HFC, & an HCFC to an HFC
Describing and defining the following; wet bulb temperature, dry bulb temperature, and dew
Defining wet bulb depression
Measuring wet and dry-bulb temperatures
Describing the principles of dehumidification and humidification
Define and explain
Describing, the the
explaining usefunction,
of high humidity evaporator
evaluating, cleaning,coils
and replacing (when feasible) of the
components:
Compressors (reciprocating, scroll, rotary, and screw)
Condensers air cooled
Condensers water cooled
Metering devices (capillary tube, thermostatic expansion valve, automatic expansion valve, e
expansion valve)
Refrigerant distributors and feeder tubes
Evaporators
Receivers
Discharge line
Liquid line
Suction line
Liquid line filter
Sight glass
Suction line filter
Vibration eliminator
Accumulator
Head pressure controls
Low pressure controls
Pump down solenoid
Oil separator
Crankcase heater
Economizer
Lockout relay
Thermostat
Oil pressure safety control
Current start relay
Defrost heater
Defrost terminator
Mechanical or electronic defrost timer
Crankcase pressure regulator (CPR)
Liquid line solenoid valve
Evaporator pressure regulator (EPR)
Pressure regulator (OPR)
Ambient temperature controls
Water regulating valve
Plotting the refrigeration cycle on a pressure enthalpy chart
Defining SEER and EER
Describing a cascade system its application and operation
Describing the purpose and applicability of a defrost cycle
Describing defrost cycle initiation and termination
Describing the basic cycles and operation of ice makers
Describing a Head Master and its operation
Describing the function, selection and installation of auxiliary heat exchangers
Select the proper refrigerant oil add to an operating system
Adjusting blower fan speed
Sizing, designing, and installing refrigerant lines
Describing a service valve and its operation
Determine refrigerant line pressure drop and explain the effects of pressure drop on a system
Describing proper soldering and brazing techniques
Describing the function, selection and installation of a vibration eliminator
Describing the design structure, function, operation, and selection of refrigerant distributors a
tubes
Installing a medium temperature condensing unit
Installing a low temperature evaporator with electric defrost
Describing the required CFM for evaporator operation and calculate air flow
Installing a condensate drain for a low temperature system
Describing a drain and drain pan heater and their operation
Defining reclaim
Defining and demonstrating refrigerant recycling
Defining and demonstrating refrigerant recovery
Explaining the proper use and handling of nitrogen in the leak detection process
Explaining the method for and pinpointing a leak
Explaining the proper use of each type of leak detector and their applicability
Describing the six types of leak detectors and demonstrating the proper use
Identifying proper charging of a compound refrigerant into an operating system
Identifying proper charging of a compound refrigerant into an empty system
Determine superheat and subcooling on an operating system
Describing and preforming a compressor efficiency test
Select the proper refrigerant oil and add it to an operating system
Describing the following oils and their applications; Mineral, Alkylbenzene, Glycols, and Esters
Demonstrating charging a mini-split system with two or more evaporators
Demonstrating charging using the manufacturers literature
Identifying proper charging a blended refrigerant by weight into an empty system
Identifying proper charging of a blended refrigerant into an operating system
Demonstrating charging using the subcooling method
Describing the proper procedure for measuring and adjusting evaporator superheat
Stating the reason why capillary tube systems require a critical charge
Describing a capillary / distributor tube sizing and selection procedure
Calculating and demonstrating the weigh-in charging method
Describing the triple evacuation method
Demonstrating the triple evacuation method
Soldering and brazing using correct techniques
Evacuating and measuring system evacuation level
Explaining vacuum pump selection
Identifying the types of micron gauges and how they should be connected to measure evacua
Obtaining gauge pressure using compound gauges and convert to absolute
Describing the operation and use of a gauge manifold assembly
Identifying and differentiate between the various types of service valves
Defining compression ratio
Describing the automatic pump-down system and its operation
Describing an air cooled condenser, its function, and operating parameters
Installing water cooled system and adjusting a water regulating valve
Describing the function of, and install a lockout relay in a circuit
Describing the operation of and install a contactor
Describing, test, and install a run and start capacitor
Describing and install a compressor potential start relay
Describing the operation of and test a high pressure switch
Describing the operation of and test a low pressure switch
Install and adjust a low pressure switch used for temperature control
Describing and wire the terminal connections of a thermostat temperature control
Describing and test thermistor type temperature sensors (PTC & NTC)
Describing the function, check the operation, and wire an oil pressure safety control
Installing and adjusting a low ambient temperature control
Test a blower or fan motor and its circuit
Describing the operation of and testing a hot gas bypass valve
Describing the operation of and adjust an inline, and pilot operated evaporator pressure regu
Describing and installing a replaceable core liquid line drier
Describing and install a replaceable core suction line filter drier
Describing dry type evaporators and their operation
Describing the piping configuration for a multiple evaporator systems
Describing the function and purpose of a multiple compressor system
Compressor capacity control methods and operation
Describing a chilled water system and its operation
Describing cooling towers and their operating limitations
Describing the operation and function of a flooded evaporator and its metering device

Describe and perform “Lock out and Tag” procedures

System leak-test pressures and nitrogen regulator installation and adjustment
Explain and demonstrate the proper method of connecting a micron gauge to the system

Troubleshooting and Problem Solving involves diagnostic procedures requiring the use of test
manufacturers’ installation and start up procedures, and data plate information.

Ammeter
Oil pressure gauge
Ohmmeter
Oil pump
Voltmeter
Nitrogen Cylinder
Micron gauge
Vacuum pump
Sling Psychrometer
Refrigerant throttling valve
Thermometers (wet and dry)
Recovery equipment
Leak detector
Charging scale and charging cylinder
Gauge manifold assembly
Soldering and brazing equipment
Standard Met
 Gas Heat
Competencies with an asterisk are recommended by the United St

Students must have

knowledge of heating
systems, their
components, and be
able to demonstrate
proficiency in:
 able to demonstrate
proficiency in:

Gas Heat

Gas Heat
troubleshooting and
problem solving:

Students should have

knowledge of and be
able to describe and
demonstrate the
following safety
requirements:
 Knowledge of the
following test
instruments and or
tools is required:
 Gas Heat
Competencies with an asterisk are recommended by the United States Department of Energy

Describing and explaining the function of upflow, downflow, and horizontal furnaces
Explaining combustion Theory and Heating Fuels
Explaining the Properties of Heaitng Fuels
Define BTU
Define AFUE
Describing and using the formula for sensible heat
Describing the principles of humidification
Describing the principles of dehumidification
Explaining the BTU content of natural gas and propane gas
Describing the fuel pressures in natural gas and liquefied petroleum (LP) gas piping
Describing and measuring operating fuel pressures in natural gas and liquefied petroleum (LP
furnaces
Describing the typical flue gas temperatures of gas-fired furnaces
Describing the chemical names of natural gas and propane gas
Determining the quantity of combustion air required to burn 1 cubic foot of natural gas and p
gas
Defining and differentiating between primary air and excess air
Stating the maximum percentage of Carbon Dioxide produced by the perfect combustion of n
gas
Stating the maximum percentage of Carbon Dioxide produced by the perfect combustion of p
gas
Explaining the ignition temperatures of natural gas and propane gas
Describing and stating the causes of burner “Flashback”
Describing and stating the causes of a lifting flame.
Stating the reason for appropriate polarity wiring on solid state circuits
Stating the generally accepted standard gas manifold pressure for a residential furnace
Describing, explaining the function, evaluating, cleaning, and replacing (when feasible) of the
Gas valves used with residential furnaces
Gas pressure regulating valves
Orifice
In-shot burner
Pilot burner
Heat exchanger
Flue baffles
Residential gas shutoff valve
Thermocouple
Thermopile
Ignition module
Spark igniter
Hot surface igniter
Flame sensor
Combination fan and limit switch
Door safety switch
Blower motor relay
Vent blower motor
Vent pressure switch
Vent motor relay
Single stage thermostat
Dual stage thermostat
Run and start capacitor
Gas piping drip-leg
Describing a blower housing cut-off plate
Identifying the different types of venting systems
Sizing and installing the vent systems
Poperly sizing, cutting, threading, and connecting gas piping
Installing a fire-stop support plate
Adjusting blower fan speed for proper temperature rise
Describing the procedure to measure static pressure
Sizing wire with regards to voltage drop and length of wiring run
Describing dual fuel heat pump systems
Installing and servicing a dual fuel thermostat
Describing the system balance point in a dual fuel system and how it is derived
Describing and demonstrating proper soldering procedures for electrical wiring
Setting the heat anticipation or cycling rate for a furnace thermostat
Describing and demonstrating proper installation of a single and two stage thermostats
Describing and demonstrating proper installation of a comunication type thermostat
Adjusting airflow on a belt-driven blower assembly
Describing the procedure to de-rate a gas furnace at altitudes of 2,000 feet and above
Describing and demonstrating proper use of a Combustion analyzer
Identifying the different types of conduit used for power
Describing and demonstrating proper installation of a duct mounted Carbon Monoxide detecto
Installing duct connectors and hangers

Troubleshooting and problem solving involves diagnostic procedures requiring the use of test
instruments, data plate information, and wiring diagrams. All of the gas furnace system comp
circuits, air distribution system, and/or power supply should be part of troubleshooting and pr
solving.

Ladder safety procedures

Clearances to combustibles for venting materials
Maximum level of Carbon monoxide in ppm in a flue gas sample
Proper safety procedures to follow on discovery of a gas leak
Combustion analyzer
Ohmmeter
Combustible gas detector
Voltmeter
Carbon Monoxide detector
Manometer
Pipe Reamers
Velometer
Ammeter
Pipe tap and die set
Pipe cutter
Pipe Reamers
 Standard Met

e following components:
*
*
*
 Oil Heat
Competencies with an asterisk are recommended by the United St

Students must have

knowledge of oil
heating systems, their
components, and be
able to demonstrate
proficiency in:
at
Oil Heat

Students should have

knowledge of and be
able to describe and
demonstrate the
following safety
requirements:

Oil Heat
troubleshooting and
problem solving:

Knowledge of the
following test
instruments and or
 Knowledge of the
following test
instruments and or
tools is required:
 Oil Heat
Competencies with an asterisk are recommended by the United States Department of Energy

Describing and explaining the function of upflow, downflow, and horizontal furnaces
Describing Combustion Theory and Heating Fuels
Describing the Properties of Various Heating Fuels
Defining BTU
Defining AFUE
Describing and using the sensible heat formula
Describing the principles of humidification
Describing the principles of dehumidification
Explaining the BTU content and specific gravities of various fuel oils
Describing the oil pressures (and vacuum levels) on an operating oil-fired heating system
Measuring the oil pressures (and vacuum levels) on an operating oil-fired heating system
Measuring the flue gas temperatures of furnaces
Determining the amount of combustion air required to safely burn oil in a furnace
Defining primary and secondary air
Differentiating between primary air and excess air
Describing the causes of burner “Flashback”
Describing the causes of a lifting flame.
Stating the reason for appropriate polarity wiring on solid state circuits
Stating the generally
Describing, explainingaccepted standard
the function, oil pressure
evaluating, for aand
cleaning, residential furnace
replacing (when feasible) of the
following components:
Oil valves used with residential furnaces
Oil pressure regulating valves
Orifice
Heat exchanger
Flue baffles
Fuel oil pump
Cadmium sulfide cell
Burner primary safety control
Ignition module
Spark igniter
High voltage ignition transformer
Flame sensor
Combination fan and limit switch
Door safety switch
Blower motor relay
Vent blower motor
Vent pressure switch
Vent motor relay
Single stage thermostat
Dual stage thermostat
Run and start capacitor
Describing a blower housing cut-off plate
Identifying the different types of venting systems
Sizing and installing the venting systems
Installing fuel lines
Describing the purpose and operation of delayed action solenoid valve
Describing the function of a barometric draft control
Describing the testing and adjustment procedure of a barometric draft control
Describing the function of and the testing method for a fuel unit cut-off
Describing the procedure to perform a smoke test on an oil furnace
Installing a fire-stop support plate
Adjusting blower fan speed for proper temperature rise
Describing the procedure for measuring static pressure
Sizing wires with regards to voltage drop and length of wiring run
Describing dual fuel heat pump systems
Installing and servicing a dual fuel thermostat
Describing the system balance point in a dual fuel system and how it is derived
Describing and demonstrating proper soldering procedures for electrical wiring
Describing and demonstrating proper installation of a single and two stage thermostats
Describing and demonstrating proper installation of a comunication type thermostat
Describing the procedure for adjusting air flow on a belt-driven blower assembly
Describing the procedure to de-rate a gas furnace at altitudes of 2,000 feet and above
Describing and demonstrating proper use of a combustion analyzer
Identifying the different types of conduit used for power
Installing duct connectors and hangers
Describing and demonstrating proper installation of a duct-mounted Carbon Monoxide detect

Ladder safety procedures

Clearances to combustibles for venting materials
Flue gas testing procedures for carbon monoxide
Ambient air testing procedures for carbon monoxide
Proper safety procedures to follow on discovery of an oil leak
Describe the safety procedure to be followed upon discovery of a defective heat exchanger

Troubleshooting and problem solving involves diagnostic procedures requiring the use of test
instruments, data plate information, and wiring diagrams. All of the gas furnace system comp
circuits, air distribution system, and/or power supply should be part of troubleshooting and pr
solving.

Combustion analyzer
Stack Thermometers
Carbon Monoxide detector
Ammeter
Manometers
Anemometer
Ohmmeter
Velometer
Pressure Gauges
Voltmeter
Standard Met
*
*
*
 Duct and Envelope

Students must have

knowledge and be able to
demonstrate proficiency in:

Students must be able to

demonstrate proficiency in:
 Students must be able to
demonstrate proficiency in:

Students must be able to

demonstrate knowledge in:
 Standard Met
Duct and Envelope

Awareness that carbon monoxide is deadly

Define duct leakage testing, conditioned space and unconditioned space
Describing the method of measuring static pressure
Develop an awareness of energy conservation opportunities for both new and existing buildings
Explain the benefits of leakage testing and remediation
Gain knowledge of test pressure measurements
Identifying the components of a blower door
Knowing the recommended action levels of carbon monoxide
Recognize common sources of carbon monoxide
Understand carbon monoxide test instruments
Understand how to perform a blower door test
Understand the basics of building science
Understand the health effects of carbon monoxide exposure
Understand the principle and procedures of duct leakage testing
Understand the purpose and use of the blower door
Understanding the dangers of carbon monoxide

Blower door testing procedure

Calculating conditioned volume of a building
Calculating the ACH50
Calculating the duct leakage rates
Carbon monoxide testing procedures
Comparing and contrasting the difference between a leaky structure and a tight
structure
Demonstrating the procedure for finding CFM using an anemometer
Describing “R” values and application of various duct insulation materials
Determine maximum allowable testing static pressure
Determining the air leakage rate of a building using a blower door
Measuring static pressure
Performing total duct leakage testing
Safe entry protocol for carbon monoxide
Setting up the components of a blower door

Ladder and fall protection safety procedures

Lock Out and Tag Out procedures
Proper PPE requirements
Emergency First Aid procedures
Proper use of hand tools
 System Performanc
Competencies with an asterisk are recommended by the Un

Students must
have knowledge of
and be able to
demonstrate
proficiency in
airflow:

Students must
have knowledge of
and be able to
demonstrate
proficiency in
critical charging:

Students must
have knowledge of
and be able to
demonstrate
proficiency in
Psychrometrics:

Students must
have knowledge of
and be able to
demonstrate
 Students must
have knowledge of
and be able to
demonstrate
proficiency in
Combustion:

Students must
have knowledge of
and be able to
demonstrate
proficiency in
Electrification:
 System Performance
Competencies with an asterisk are recommended by the United States Department of

Demonstrate the ability to calculate the velocity of the air entering a return air filter grille usin
Demonstrate the ability to calculate the velocity of the air leaving a supply grille using an ane
Demonstrate the ability to determine adequate air flow for cooling system capacity.
Demonstrate the ability to determine adequate air flow is for heating system capacity.
Develop critical thinking skills including analysis, evaluation, calculations, and possible use of
Gain knowledge of factors which effect airflow such as velocity, square feet, static pressure a
Identify different airflow measuring tools and understand their use.
Learn the properties of air used to calculate the sensible heat factor.
Understand how the sensible heat factor is calculated and used in the sensible heat formula.

Calculate liquid and suction line sizes.

Calculate system total refrigerant charge.
Check indoor temperature split and determine net cooling capacity.
Explain and demonstrate how to charge blended refrigerants.
Explain and demonstrate how to properly evacuate and dehydrate a system.
Identify and demonstrate the use of Manufacturer’s Charging Charts
Identify and demonstrate the use of subcooling charging method
Identify and demonstrate the use of system superheat charging method
Identify and demonstrate the use of weigh-in charging method
Identify the different leak detection methods.
Knowledge of preliminary required checks and troubleshooting for system charging.
Describing the operation and use of a wireless probe set and smart diagnostic application
Understand the relationship of evaporator temperature split and indoor relative humidity.

Calculate mixed air problems infiltration and ventilation.

Define and use the process triangle, sensible heat, latent heat and total heat formulas.
Define psychrometric fundamentals.
Demonstrate the ability to plot any two basic points on the psychrometric chart and evaluate
Develop critical thinking skills including analysis, evaluation, calculations, and the use of com
Explain sensible heat ratio.
Explain the water vapor cycle in the earth’s atmosphere.
Identify what property each line on a psychrometric chart represents.
Understand standard air volume and density.
Understand the comfort zone and the effect different temperatures and relative humidity has
Understand the eight processes of air conditioning and how to plot each.
Understand the thermodynamics of air and water vapor.

Calculate orifice deration based on elevation.

Define and explain temperature rise and the temperature rise testing procedure
Define and explain the different methods of calculating CFM of airflow based on temperature
Define basic
Describe andcombustion and gain
explain manifold gasknowledge of fuels
pressure testing used
and in the process.
adjustment to verify and achieve ma
efficiency.
Describe and identify the combustion testing procedure, probe insertion depth, probe hole loc
methods.
Explain the benefit of timing a gas meter to calculate the total Btu input to the appliance
Explain the efficiency difference between mid and high efficiency furnaces.
Increase student knowledge of draft, and the interactions of draft and combustion.
Understand and utilize the stoichiometric chart to analyze the combustion process, to improv
performance.
Describe the differences between high efficiency and standard efficiency air conditioning and
Evaluate and calculate the operating cost savings of different heating and cooling systems
Explain differences in operation and comfort between heat pumps and fossil fuel heating syst
Describing low temperature or cold climate heat pump performance at different outdoor temp
Describe dual fuel heat pump systems
Explain different approaches for sizing heat pumps: sizing for cooling, partial heating, full hea
Explain how different climates and outdoor temperature levels affect the approach for sizing h
Identify andif evaluate
Determine ductworksuitable heatinsulated
is properly pump equipment
to preventchoices for a specified
condensation location
if replacing a ducted foss
a ducted heat pump
Understand how customer's goals and limitations can affect HVAC equipment selection
Assessing an electrical panel to determine if the building's electrical capacity can account for
 Standard Met

*
*
*
*
*
*
*
*
*
*
*
*
 Mini-Splits

Students should have

knowledge of air,
movement, pressure,
temperature and heat
transfer fundamentals

Students should have

knowledge of Air
Conditioning and Heat
Pump System
components

Students should have

knowledge of
refrigerants and oils
used in air conditioning
and heat pump systems
 Students should have
knowledge of
refrigerants and oils
used in air conditioning
and heat pump systems

Students should be able

to explain/describe the
following:

Students should be able

to demonstrate
proficiency in:
Students should be able
to demonstrate
proficiency in:

Students should have

knowledge of and be
able to describe and
demonstrate the
following safety
requirements:

Knowledge of the
following test
instruments and or tools
is required:
instruments and or tools
is required:

Students must have

knowledge of Heat Pump
system components and
be able to:

Knowledge of the
following test
instruments and or tools
is required:
 Knowledge of the
following test
instruments and or tools
is required:
 Mini-Splits

The three states of matter

The laws of Thermodynamics
Defining and describing heat transfer by convection, conduction, and radiation
Defining and describing latent and sensible heat
Pressure and the effects of altitude on atmospheric pressure
Absolute and gauge pressures (psia and psig)
Converting between absolute and gauge pressure
Describing superheated vapors and subcooled liquids
Psychrometrics (air and its properties)
Defining enthalpy and entropy
Change of state between liquids, vapor, and solids
Describing, defining, and converting the following temperature measurements; Fahrenheit, C
Describing and defining the following; wet-bulb temperature, dryb-ulb temperature, and dew
Measuring wet and dry-bulb temperatures
Defining wet bulb depression
Describing the principles of dehumidification and humidification

Compressors (single-speed, multispeed, inverter-controlled)

Capacity control devices
Air-cooled condensers
Water-cooled condensers
Metering devices (capillary tube, thermostatic expansion valve, automatic expansion valve, e
Evaporators
Receivers
Discharge line
Liquid line
Suction line
Filter drier (liquid and suction)
Sight glass
Suction line filter
Accumulator
Head pressure controls
Low pressure controls
Pump down solenoid
Reversing valves
Check valves

Identifying and defining the following types of blends; Binary, Ternary, Azeotropic, and Near A
Identifying and defining the following refrigerant types; CFCs, HCFCs, HFCs, HFOs & HCs
Describing temperature glide
Describing fractionation and its causes
Describing the thermodynamic properties of refrigerants
Describing the following oils and their applications; Mineral, Alkylbenzene, Glycols, and Esters
Select the proper refrigerant oil and add it to an operating system
Proper refrigerant handling and transporting

The state of refrigerant at each point in a properly operating vapor-compression system

The function of each component in a vapor-compression system
A heat pump’s design, configuration and refrigerant flow paths for both the heating and coolin
HSPF, COP, SEER, SEER2, EER and EER2
Operation and use of a wireless probe set and smart diagnostic application
Electric heating systems
Operation and use of a gauge manifold assembly
Various types of service valves
Vacuum and vacuum levels as required in the HVACR industry
The term micron as it applies to vapor-compression systems
Vacuum pump selection
The triple evacuation method
Condensing and its effect on heat content of a refrigerant
Evaporating and its effect on heat content of a refrigerant
The operation of pressure switches (high and low)
A compressor efficiency test
Compression ratio
Bi-flow filter drier
Explain the method for connecting a micron gauge to the system
Describing and performing the triple evacuation method
Crankcase heat

Refrgerant charging methods for single and multiple indoor unit systems
Using a pressure/temperature chart
Refrigerant piping
Soldering and brazing
System evacuation (single and triple evacuation processes)
Connecting gauge manifolds, vacuum pumps, micron gauges and recovery units to a system
Obtaining and interpreting gauge readings from an operating system
Calculating superheat (evaporator and system) and subcooling
Measuring system vacuum level using a micron gauge
Purging a system with nitrogen during the soldering and brazing processes
Introducing nitrogen to a system for leak detection purposes
Flaring
Refrigerant leak detection and types of leak detectors
Refrigerant recovery and recycling processes
Performing a compressor efficiency test
Installing an indoor unit
Installing an outdoor unit
Adjusting blower fan speed
Selecting the proper refrigerant oil and adding it to an operating system
Plotting the refrigeration cycle on a pressure enthalpy chart
Measuring air properties (Dry-bulb and wet-bulb tempertatures, relative humidity, enthalpy)
Measuring air flow properties (velocity and cfm)
The testing of pressure switches (high and low)
Evaluating and replacing of a system compressor or motor
Replacing a reversing valve
Replace an electronic expansion valve
Replace the head on an electronic expansion valve
Replace a filter drier
Evaluate/Install/replace a solid state control or defrost board
Install a heat pump thermostat
Install a heat pump dual fuel thermostat
Install/run a dcondenstate removal line
Service/install a thermistor type temperature sensor (PTC or NTC)
Test/replace a control circuit fuse

Ladder and fall protection safety procedures

Lock Out and Tag Out procedures
Proper and safe handling of refrigerants
Proper PPE requirements
Emergency First Aid procedures
Proper use of hand tools

Gauge manifold assembly

Refrigerant throttling valve
Charging scale and charging cylinder
Soldering and brazing equipment
Flaring tool/ tubing cutters
Tubing benders
Nitrogen Cylinder
Leak detector
Valve Core removal tool
Micron gauge
Vacuum pump
Recovery equipment
Wireless refrigeration probes
Psychrometer
Thermometers (wet-bulb and dry-bulb)
Electrical test instruments (Voltmeter, ammeter, ohmmeter)

Differentiate between ducted, ductless, and packaged terminal air source heat pumps, as we
Identify and evaluate suitable heat pump equipment choices for a specified location
Describe variable speed compressor sequence of operation
Describe low temperature or cold climate heat pump performance at different outdoor tempe
Differentiate between systems with constant speed supply fans and variable speed supply fan
Explain the sequence of operation for systems with variable speed supply fans
Describe dual fuel heat pump systems
Explain different approaches for sizing heat pumps: sizing for cooling, partial heating, full hea
Explain how different climates and outdoor temperature levels affect heat pump system sizin
Explain differences in operation and comfort between heat pumps and fossil fuel heating syst
Describe requirements for installing outdoor units
Assess an electrical panel to determine if the building's electrical capacity can account for a h
Describe the operation and use of a wireless probe set and smart diagnostic application
Differentiate between a compressor designed for use in a heat pump and one that is designed
Describe the operation of a reversing valve.
Explain how to test the operation of a reversing valve
Describe the operation of the following defrost controls, mechanical, time/temperature, and s
Describe the function of and testing method for an outdoor thermostat
Describe the sequence of the defrost cycle
Describe the sequence of operation and the testing methods for a defrost relay

Anemometer
Thermometers (wet and dry)
Gauge manifold assembly
Recovery equipment
Vacuum pump
Micron gauge
Leak detector
Nitrogen Cylinder
Soldering and brazing equipment
Charging scale and Charging cylinder
Refrigerant throttling valve
Ohmmeter
Ammeter
Voltmeter
Valve Core removal tool
Flaring tool/ tubing cutters
Tubing benders
Wireless refrigeration probes and apps.
Psychrometer (sling and/or digital)
 Standard Met

and Kelvin

sion valve)
urce and water-source heat pumps

ooling only air conditioner

 Building Autom

Students should have

prior knowledge of:

Students must have

knowledge of and be
able to demonstrate
proficiency in DDC
Fundamentals:

Students must have

knowledge of and be
able to demonstrate
proficiency in
Building Automation
Networks:
Students must have
knowledge of and be
able to demonstrate
proficiency in
Building Automation
Networks:

Students must have

knowledge of and be
able to demonstrate
proficiency in
Building Automation
Controllers:

Students must have

knowledge of and be
able to demonstrate
proficiency in Digital
Logic and
Programming:

Students must have

knowledge of and be
able to demonstrate
proficiency in Sensor
Installation and
Applications:

Students must have

knowledge of and be
able to demonstrate
proficiency in
Actuator Installation
and Applications:
Students must have
knowledge of and be
able to demonstrate
proficiency in
Actuator Installation
and Applications:

Students should have

knowledge of and be
able to describe and
demonstrate the
following safety
requirements:

Knowledge of the
following test
instruments and or
tools is required:
 Building Automation

Basic computer operations

Proper use of hand tools
Electrical principles
Basic wiring techniques
Reading schematic diagrams
Interpreting a systems operational sequence from a schematic diagram
Converting schematic diagrams to Ladder diagrams
NEC usage
Ampacity calculations
Voltage-drop calculations
Psychrometer principles
Identifying what property each line on a psychrometric chart represents.
The ability to plot any two basic points on the psychrometric chart and evaluate the data
Define standard air volume, velocity, and static pressure.

Defining the following: range, setpoint, dead band, bias, trending, scheduling, digital, analog,
positioner, Ethernet, fieldbus,
Reading and interpreting commercial building prints- lighting, electrical, mechanical, plumbin
Reading and interpreting commercial building schedules located on prints
Defining and describing the function of a DDC system.
Describing the functions and advantages of a Building Automation System.
Explaining how DDC systems are used to improve the Energy Management of a building.
Explaining proportional control theory.
Explaining Integral control theory.
Explaining Derivative control theory.
Listing the major NEC articles related to Low-voltage systems/networks.
Describing the Low-voltage licensing process in your state.
Creating flow charts to illustrate the operational sequence of- VAV, AHU, cooling towers, rooft
Creating and maintain documentation related to a BAS install- to include hardware componen

Listing the Layers 1-7 of the OSI Model.

Explaining TCP/IP protocols
Defining and describing the following network topologies: bus, ring, star
Describing Ethernet applications and operations
Explaining RS-485 network standards.
Explaining RS-232 network standards.
Comparing different bus architecture used in the BAS industry
Contrasting open networks to closed networks.
Listing and contrasting the most common BAS open network protocols: Modbus, LonWorks, B
Explaining BAS network-addressing formats used in the BAS industry.
Defining and describing "points" in a DDC control system.
Creating network diagrams using MS Visio or related software.
Fabricating of an Ethernet patch-cable
Demonstrating common cabling practices used in the BAS industry, per NEC requirements.
Wiring/networking a unit controller to a room operator, per NEC requirements.

Describing the function and application of a Java Application Control Engine (JACE) controller.
Describing the function and application of a field controller.
Describing the function and application of a room operator.
Describing the function and of a PLC used in refrigeration applications.
Comparing programmable controllers and configurable controllers.
Installing controllers, per NEC requirements.
Wiring a power supply to a controller, per NEC requirements.
Configuring a room operator/controller.
Adding virtual points to network database.
Adding network addresses to network database.

Comparing the following expressions of logic- relay logic, truth tables, ladder logic, Boolean a
Defining and describing the following digital numbering systems- decimal, binary, octal, hexa
Contrasting analog and digital communications.
Defining microprocessor control systems.
Identifying different types of data points: numeric, Boolean, enumerated, string.
Converting between the different expressions of logic (e.g., relay logic to Truth Tables)
Developing flow charts for simple programs using MS Visio or related software.
Connecting a laptop/workstation to a field controller
Using a laptop to configure a field controller
Programming controllers using; line-programming, icon-based programming, or block program

Identifying the types of sensors that measure- temperature, humidity, pressure, velocity, leve
diode.
Describing the proper application of sensors that measure- temperature, humidity, pressure,
Wiring sensors to unit controllers, per NEC requirements.
Addressing points for various input sensors types
Configuring inputs to unit controllers.

Identifying the types of the following output components- control valve, regulators, dampers,
TRIAC.
Describing the proper application of the following output components- control valve, regulato
Wiring actuators to unit controllers, per NEC requirements.
Addressing points for various output devices
Configuring outputs to unit controllers.
Configuring a VFD to operate with a BAS network.

Ladder safety procedures

Fall protection safety procedures
Lock Out and Tag Out procedures
Electrical Shock, prevention
Identifying the safety ground
Identifying the “Hot” conductor
Identifying “Neutral” conductor
Proper PPE requirements
Emergency First Aid procedures
Safe use of power tools

Personal Computer
Digital Voltmeter
Digital Ohmmeter
Digiatl Clamp-on Ammeter
Digital Balometer
Digital Manometer
Digital Anemometer
Digital Psychrometer
Pressure Gauges
Standard Met
otion, photoelectric diode.

e, solid-state relay, TRIAC.

 Low GWP Refriger

CORE
Technicians must have
the knowledge and
experience in the core
areas to maximize safety
and performance when
working with low GWP
refrigerants.
 Technicians should have
knowledge of and be able
to describe and
demonstrate the
following safety
requirements:

Technicians should have

Air Conditioning
troubleshooting and
problem solving skills:

Technicians should have

knowledge of A2L &
A3(Low GWP) refrigerant
standards:

Technicians should have

knowledge of the
following test
instruments and/or tools
requirements:
 Low GWP Refrigerants

Absolute and gauge pressures

Refrigerant charging methods
Refrigerant piping (Installation methods for suction, liquid, discharge lines)
Soldering and brazing
Refrigerant leak detection and types of leak detectors
Recovery and recycling processes
Using P/T charts
Identifying and defining Azeotropic and Near Azeotropic blends
Describing dew point, bubble point, and midpoint
Describing temperature glide
Describing fractionation and its causes
Identifying and defining refrigerants; CFC’s, HCFC’s, HFC’s, HFO's & HC's
Explaining Global Warming Potential (GWP)
Describing, and explaining the function of the following components:
Compressors (reciprocating, scroll, rotary, and screw, variable speed, inverter)
Condensers (air cooled and water cooled, evaporator type)
Metering devices (capillary tube, thermostatic expansion valve, automatic expansion valve
valve)
Evaporators
Receivers
Filter/Dryers (liquid line, suction line, clean-up)
Sight glass
Accumulator
Pressure controls (head, low, evaporator, and crankcase)
Pump down solenoid
Reversing valves
Describing the operation and use of a wireless probe set and smart diagnostic application
Describing the operation and use of a gauge manifold assembly
Identifying and differentiate between the various types of service valves
Defining and demonstrating evacuation measures (level, single and triple as required in the H
Identifying the types of micron gauges and how they should be connected to measure proper
Soldering and brazing using correct techniques
Describing determining, and demonstrating charging methods (superheat, subcooling, weigh-
instructions)
Identifying proper charging of a blended refrigerant into an empty system
Identifying proper charging of a blended refrigerant into an operating system
Explaining the proper use of a leak detector and the methods for pinpointing leaks
Explaining the proper use and handling of nitrogen in the leak detection process
Defining and demonstrating refrigerant recovery, recycling and reclaiming
Explain the installation process of an A2L and A3 refrigerant system, following relevant codes

Ladder and fall protection safety procedures

Lock Out and Tag Out procedures
Proper, safe handling of refrigerants
Proper PPE requirements
Emergency First Aid procedures
Proper use of hand tools
DOT requirements for the transport of A2L refrigerants

Troubleshooting and Problem Solving involve diagnostic procedures requiring the use of test e
installation and start up procedures, and data plate information.

Have a general understanding of the industry codes and standards that affect the s
A2L refrigerants, including:
ASHRAE Standards 15 and 15.2
UL 60335-2-40 and UL 60335-2-89
EPA SNAP rulings
The American Manufacturing and Innovation Act (AIM)

Thermometers (wet and dry)

Gauge manifold assembly (analog, digital and wireless)
Refrigerant Chargng Tools (throttling valve, charging scale, manufacturers instructions)
Refrigernat Tubing Installation Equipment (benders. flaring tools, tubing cutters, tubing bende
Refrigerant System Pressure Testing Tools (nitrogen cylinder, pressure manifold, flow control)
Leak Detector Tools (combustable gases, electronic detection systems, UV refrigerant detecti
Evacuation Tools (valve core removal tool, micron guage, vacuum pump)
Recovery equipment
Standard Met