Heating, Air Conditioning, & Refrigeration Installer/Servicer

Time-Based Apprenticeship
Sponsoring Company:
CMS Mechanical Services
Industries
O*Net Code
49-9021.00
Rapids Code
0367
Req. Hours
2380
State
DC
Created
Apr 29, 2021
Updated
Apr 29, 2021

Competency-Based Skills

1 skill sets | 0 total skills
Work Processes for Year 1 Only

Time-Based Skills

41 skill sets | 50 total skills | 2380 total hours
Safety Training PPE (LOTO, Ladder Safety, Fall Protection, etc.) - 400 req. hrs
Demonstrate basic knowledge of types
40 hrs
Demonstrate basic knowledge of safe handling of refrigerants
40 hrs
Demonstrate basic knowledge of safe handling of pressurized gasses
40 hrs
Demonstrate basic knowledge of safe handling of combustibles
40 hrs
Demonstrate basic knowledge of SDS (Safety Data Sheet) information to material
40 hrs
Work in a safe and workman-like manner abiding applicable local, state, and federal regulations; EPA (environmental), DOT(environmental), DOT (motor vehicles) and OSHA (worker safety)
40 hrs
Demonstrate basic knowledge of first aid procedures for occupational hazards
40 hrs
Demonstrate basic knowledge of lockout & tag out procedures
40 hrs
Demonstrate basic knowledge of safe ladder usage
40 hrs
Demonstrate basic knowledge and use of personal fall protection equipment
40 hrs
Demonstrate basic knowledge and proficiency in performing package /Split A/C Preventative Maintenance - 700 req. hrs
300 hrs
Demonstrate basic knowledge and proficiency in performing condenser and evaporator Coil Cleaning - 740 req. hrs
40 hrs
Demonstrate basic knowledge and proficiency in the proper installation and replacement of condensate drain lines and p-traps - 780 req. hrs
40 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace crankcase heaters - 800 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a motor pulley/sheave - 820 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace an electric heat bank - 860 req. hrs
40 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a low voltage thermostat - 920 req. hrs
60 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a packaged gas heat pack. - 980 req. hrs
60 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a control relay. - 1000 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a contactor. - 1020 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a capacitor. - 1040 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a draft inducer motor/assembly. - 1060 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/replace open electrical fuses. - 1080 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a low voltage transformer. - 1100 req. hrs
20 hrs
Demonstrate basic knowledge and acquire Universal EPA 608 Certification. - 1180 req. hrs
80 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a time delay relay, Freezestat control, and head pressure/fan cycle control - 1240 req. hrs
60 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace an evaporator fan motor. - 1280 req. hrs
40 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a condenser fan motor. - 1340 req. hrs
60 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a high/low pressure switch. - 1360 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/perform proper refrigerant charging procedures. - 1420 req. hrs
60 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a hermetic compressor. - 1480 req. hrs
60 hrs
Demonstrate basic knowledge necessary to diagnose the need for and perform a refrigerant leak check and repair. - 1580 req. hrs
100 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a faulty metering device. - 1620 req. hrs
40 hrs
Demonstrate basic knowledge necessary to diagnose proper superheat and sub-cooling. - 1680 req. hrs
60 hrs
Demonstrate basic knowledge necessary to install/repair/replace basic sheet metal and duct board systems. - 1720 req. hrs
40 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace an electrical disconnect. - 1740 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a duct smoke detector. - 1760 req. hrs
20 hrs
Demonstrate basic knowledge necessary to measure/diagram/install a curb adapter. - 1780 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a blower wheel, shaft, and bearings/assembly. - 1820 req. hrs
40 hrs
Demonstrate basic knowledge necessary to install/replace a split system condensing unit. - 1880 req. hrs
60 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a condensate drain pan. - 1900 req. hrs
20 hrs
Demonstrate basic knowledge necessary to install/replace a split system air handler. - 1940 req. hrs
40 hrs
Demonstrate basic knowledge necessary to install/replace a packaged rooftop unit. - 2020 req. hrs
80 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace an EMS sensor (RH, temperature, voltage, or current types). - 2040 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/perform a repair or replace analysis for a major failure of packaged equipment. - 2080 req. hrs
40 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a packaged unit control board. - 2100 req. hrs
20 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a packaged economizer system/components. - 2140 req. hrs
40 hrs
Demonstrate basic knowledge necessary to diagnose/repair a basic reach-in type refrigeration unit. - 2220 req. hrs
80 hrs
Demonstrate basic knowledge necessary to diagnose/repair/replace a basic ice machine. - 2320 req. hrs
100 hrs
Demonstrate basic knowledge necessary to install/replace a complete basic split system. - 2380 req. hrs
60 hrs

Technical Instruction

Related Instruction for Year 1 Only
Instruction Content for Year 1 Only
# | hrs
Careers and Certification
Understand career clusters and career pathways.
# | 1.5 hrs
Evaluate HVACR career options.
# | 1.5 hrs
Determine which exams and corresponding certifications are most suited for achieving your career goals.
# | 1.5 hrs
Understand the tools needed for success in the workplace.
# | 1.5 hrs
Understand the value of an accredited HVACR program.
# | 1.5 hrs
Explain the value of continuing education and training. Understand EPA regulations as they relate to air conditioning and refrigeration.
# | 1.5 hrs
Become involved in HVACR service organizations and trade associations.
# | 1.5 hrs
Safety
Describe OSHA and its purpose.
# | 3 hrs
Properly assess electrical, fire, temperature, pressure, refrigerant, chemical, and breathing hazards.
# | 3 hrs
Explain the components of a safety data sheet (SDS).
# | 3 hrs
Discuss the need for personal protective equipment (PPE) for head, hearing, eye, and respiratory protection.
# | 3 hrs
Exercise safe practices when lifting, using a ladder or scaffold, for fall protection, in confined spaces, and for hand and power tools.
# | 3 hrs
Service Calls
Describe three general categories of HVACR service.
# | 1.5 hrs
Explain the steps in a standard troubleshooting procedure.
# | 1.5 hrs
Evaluate a problem in a logical and systematic sequence.
# | 1.5 hrs
Select a remedy for a problem using a three-step procedure.
# | 1.5 hrs
Explain how a technician’s appearance and conduct affects customer relations.
# | 1.5 hrs
Understand the basics for writing service estimates and service contracts.
# | 1.5 hrs
Energy and Matter
Differentiate between matter and energy.
# | 3 hrs
Summarize the relationship between force, work, and power.
# | 3 hrs
Differentiate between the Fahrenheit, Celsius, Rankine, and Kelvin temperature scales.
# | 3 hrs
Use the appropriate formulas to calculate enthalpy, specific enthalpy, and changes in heat for a given substance.
# | 3 hrs
Compare the radiation, convection, and conduction methods of heat transfer.
# | 3 hrs
Illustrate the differences between the three states of matter.
# | 3 hrs
Differentiate between sensible heat and latent heat.
# | 3 hrs
Predict the effect of a drop-in temperature or an increase in pressure on a saturated vapor.
# | 3 hrs
Summarize the relationships between mass, weight, and density.
# | 3 hrs
Gases
Describe the effect on gas pressure and temperature when its volume is increased or decreased.
# | 3 hrs
Describe Pascal’s law and provide examples of it in the HVACR industry.
# | 3 hrs
Illustrate the effect of pressure and heat on the three states of matter.
# | 3 hrs
Differentiate between gauge pressure and absolute pressure.
# | 3 hrs
Understand how the concepts of Boyle’s law, Charles’ law, Gay-Lussac’s law, and the combined gas law explain the behavior of refrigerant in the operation of a mechanical refrigeration system.
# | 3 hrs
Describe Dalton’s law and explain how it can be applied to HVACR work.
# | 3 hrs
Explain the significance of saturated vapors in a refrigeration system.
# | 3 hrs
Describe how the processes of air exchange, pressure change, and state change provide a cooling effect.
# | 3 hrs
Basic Refrigeration Systems
Explain how phase changes are used in refrigeration systems to transfer heat.
# | 3 hrs
Describe how phase change is possible through pressure change or the addition or removal of heat.
# | 3 hrs
Summarize the four phases of the compression refrigeration cycle.
# | 3 hrs
Identify the components that divide the low and high sides of a compression refrigeration system.
# | 3 hrs
Understand the purpose of each of the components in a compression refrigeration system.
# | 3 hrs
Tools and Supplies
Explain how to use various hand tools.
# | 3 hrs
Select the appropriate hand tool for a specific task.
# | 3 hrs
Select the appropriate power tool for a specific task.
# | 3 hrs
Monitor temperature with various thermometers.
# | 3 hrs
Identify different types of fastening methods and devices.
# | 3 hrs
Compare cleaning methods and the use of various solvents.
# | 3 hrs
Identify basic supplies needed on a typical installation or service call.
# | 3 hrs
Follow approved safety procedures.
# | 3 hrs
Working with Tubing and Piping
Distinguish among the various types of tubing and piping used in refrigeration work.
# | 2.5 hrs
Explain the uses of the various types of tubing and piping in refrigeration work.
# | 2.5 hrs
Perform tube cutting and bending procedures using proper methods.
# | 2.5 hrs
Complete various tubing and piping connecting procedures using approved methods.
# | 2.5 hrs
Use safe and accepted soldering and brazing techniques.
# | 2.5 hrs
Follow approved safety procedures.
# | 2.5 hrs
Introduction to Refrigerants
Recognize the effect of halogenated refrigerants on the ozone layer.
# | 3.5 hrs
Summarize Environmental Protection Agency regulations governing refrigerants.
# | 3.5 hrs
Differentiate between CFC, HCFC, HFC, and blended refrigerants.
# | 3.5 hrs
Identify refrigerants according to their series number and cylinder color code.
# | 3.5 hrs
Interpret pressure-temperature curves, pressure-enthalpy tables, and pressure-enthalpy diagrams.
# | 3.5 hrs
Summarize the properties and common applications of different refrigerants.
# | 3.5 hrs
Identify which types of refrigerants are compatible with which lubricants.
# | 3.5 hrs
Equipment and Instruments for Refrigerant Handling and Service
Distinguish between the different types of refrigerant cylinders and identify the proper use of each type.
# | 2.5 hrs
Identify the different kinds of pressure gauges and how they are used.
# | 2.5 hrs
Recognize the various types of service valves used on refrigeration systems.
# | 2.5 hrs
Understand the purpose, construction, and operation of a gauge manifold.
# | 2.5 hrs
List the types of leak detection methods and their advantages and disadvantages.
# | 2.5 hrs
Explain the purpose for using a vacuum pump.
# | 2.5 hrs
Describe the types of equipment used for refrigerant recovery and recycling.
# | 2.5 hrs
Working with Refrigerants
Check refrigerant charge by determining a system’s superheat or sub-cooling.
# | 3.5 hrs
Implement both passive and active refrigerant recovery procedures.
# | 3.5 hrs
Charge a system with an inert gas to pressure test for leaks.
# | 3.5 hrs
Carry out refrigeration system leak repairs using either epoxy resin or brazing.
# | 3.5 hrs
Evacuate a refrigeration system using both deep vacuum and triple evacuation methods.
# | 3.5 hrs
Charge a specific amount of refrigerant into a system as either a liquid or vapor.
# | 3.5 hrs
Follow approved safety procedures when recovering and charging refrigerant.
# | 3.5 hrs
Basic Electricity
Identify the parts of an atom.
# | 2 hrs
Use Ohm’s law to explain the mathematical relationship among voltage, current, and resistance.
# | 2 hrs
Contrast the properties and applications of static electricity, direct current, and alternating current.
# | 2 hrs
Summarize the three types of materials used in electrical and electronic parts and systems.
# | 2 hrs
Design diagrams of series, parallel, and series-parallel circuits.
# | 2 hrs
Use formulas to calculate the voltage drop across an electrical load.
# | 2 hrs
List the components of an electromagnet and factors that affect the strength of its magnetic field.
# | 2 hrs
Electrical Power
Use mathematical formulas to calculate root mean square values, apparent power, and power factor.
# | 2 hrs
Summarize how resistance, inductive reactance, and capacitive reactance cause power loss and affect power factor in electrical circuits.
# | 2 hrs
Understand the difference between single-phase and three-phase power.
# | 2 hrs
Define a Class 2 circuit and identify the types of electrical connections an HVACR technician is permitted to make.
# | 2 hrs
Recall wire size terminology and connect wires using wire terminals and crimping.
# | 2 hrs
Explain the importance of properly grounding and bonding an electrical system.
# | 2 hrs
Describe the purpose and operation of various overcurrent protection devices used in circuits.
# | 2 hrs
Identify the different types and causes of common electrical problems.
# | 2 hrs
Basic Electronics
Discuss how electrons and holes move through a semiconductor based on the principle of hole flow.
# | 2 hrs
Explain how forward biased and reverse biased diodes affect the flow of current in a circuit.
# | 2 hrs
Define a control circuit and distinguish between electronic and electrical devices used in a control circuit.
# | 2 hrs
Summarize the operation of various electronic semiconductor devices and how they are used in HVACR systems.
# | 2 hrs
Understand the purpose of microprocessors and computers in HVACR.
# | 2 hrs
Electric Motors
Identify the basic parts of a motor.
# | 3 hrs
Explain how a motor operates based on the codependent relationship of magnetism and electricity.
# | 3 hrs
Calculate a motor’s synchronous speed and explain how it is different than the motor’s full-load speed.
# | 3 hrs
Compare how motor windings and capacitors are used to start single-phase motors.
# | 3 hrs
Summarize the different starting and running characteristics of various single-phase motors.
# | 3 hrs
Understand the structure and basic operation of a three-phase motor.
# | 3 hrs
Identify the differences between electronically commutated motors and ac motors.
# | 3 hrs
Select the proper motor for an application by analyzing standard motor data found on motor nameplates.
# | 3 hrs
Identify the different applications of motors in HVACR systems.
# | 3 hrs
Electrical Control Systems
Understand the difference between pictorial and ladder circuit diagrams.
# | 3 hrs
Describe how range and differential adjustments are used to calibrate temperature and pressure controls.
# | 3 hrs
Identify the various types of temperature-sensing devices used in motor controls.
# | 3 hrs
Compare the operation of various electromagnetic and electronic motor starting relays.
# | 3 hrs
Servicing Electric Motors and Controls
Use different testing instruments to measure electrical variables in a circuit
# | 3.5 hrs
Test motor winding insulation using a megohmmeter and perform maintenance based on the measured resistance.
# | 3.5 hrs
Determine the cause of motor trouble by checking a motor’s current draw, start and run capacitors, and internal temperature.
# | 3.5 hrs
Measure a three-phase motor’s voltage and winding resistance to test it for single phasing.
# | 3.5 hrs
Use an ohmmeter to take measurements on a hermetic compressor motor and determine whether it has a shorted winding, an open winding, or a short to ground.
# | 3.5 hrs
Start a stuck hermetic compressor motor by connecting a hard start kit to the compressor terminals.
# | 3.5 hrs
Service fan motors by identifying connection problems, fan problems, and electronically commutated motor trouble codes.
# | 3.5 hrs
Properly lubricate motor bearings and install belts connecting external motors to belt-driven units.
# | 3.5 hrs
Troubleshoot and replace faulty control system components, such as thermostats and motor starting relays.
# | 3.5 hrs
Compressors
Summarize the design differences between open-drive compressors, fully hermetic compressors, and semi-hermetic compressors.
# | 2.5 hrs
Identify the components of a reciprocating piston compressor and summarize their functions.
# | 2.5 hrs
Understand how a Scotch yoke type of reciprocating compressor works.
# | 2.5 hrs
Explain how a rotary compressor works.
# | 2.5 hrs
Summarize the differences between rotating vane and stationary blade rotary compressors.
# | 2.5 hrs
Understand how a scroll compressor works.
# | 2.5 hrs
Explain how a screw compressor works.
# | 2.5 hrs
Identify the components of a centrifugal compressor and summarize their functions.
# | 2.5 hrs
Identify and explain the purpose of compressor cooling and lubrication systems, mufflers, and crankcase heaters.
# | 2.5 hrs
Compressor Safety Components
Explain ideal compressor operating conditions and requirements.
# | 2 hrs
Describe the use and operation of compressor protection devices, such as overcurrent protection devices, overload devices, crankcase pressure regulators, discharge line pressure switches, and discharge line thermostats.
# | 2 hrs
Explain the role an accumulator plays in a system and how it accomplishes its purpose.
# | 2 hrs
Understand the components that maintain proper oil and refrigerant flow to the compressor.
# | 2 hrs
Explain the operation of oil separators, oil reservoirs, oil level regulators, and oil safety control.
# | 2 hrs
Summarize the purpose of vibration absorbers and the techniques for installing them.
# | 2 hrs
Explain the purpose and operation of crankcase heaters.
# | 2 hrs
Metering Devices
Summarize the purpose of metering devices.
# | 4 hrs
Categorize metering devices as modulating or fixed.
# | 4 hrs
Summarize the design and function of capillary tube and fixed-orifice metering devices.
# | 4 hrs
Explain the design and function of common types of thermostatic expansion valves (TXVs).
# | 4 hrs
Summarize the design and function of automatic expansion valves (AXVs).
# | 4 hrs
Explain the design and function of common types of electronic expansion valves (EEVs).
# | 4 hrs
Understand the differences between high-side float (HSF) refrigerant controls and low-side float (LSF) refrigerant controls.
# | 4 hrs
Heat Exchangers
Compare and contrast air-cooling and liquid-cooling evaporators.
# | 3 hrs
Explain the construction of fin-and-tube, plate, and microchannel evaporators.
# | 3 hrs
Compare and contrast domestic, air-conditioning, and commercial refrigeration evaporators.
# | 3 hrs
Summarize the operation of evaporator defrost controls and defrosting methods.
# | 3 hrs
Describe the different types of water-cooled condensers.
# | 3 hrs
Explain the modes of operation of evaporative condensers.
# | 3 hrs
Compare and contrast domestic, air-conditioning, and commercial refrigeration condensers.
# | 3 hrs
Refrigerant Flow Components
Explain the two primary functions of refrigerant loop components.
# | 3 hrs
Describe the purpose and uses of liquid receivers.
# | 3 hrs
Differentiate between the distinct duties of filters and driers.
# | 3 hrs
Explain the function of suction line and liquid line filter-driers.
# | 3 hrs
Explain how sight glasses can be used to indicate the amount of moisture in a refrigeration system.
# | 3 hrs
Describe the operation and use of refrigerant line valves, shutoff valves, service valves, check valves, solenoid valves, hot-gas defrost valves, hot-gas bypass valves, and liquid injection valves.
# | 3 hrs
Explain the operation and purpose of crankcase pressure regulators (CPRs).
# | 3 hrs
Compare the operation of the different types of evaporator pressure regulators (EPRs).
# | 3 hrs
Compare and contrast the different types of relief valves available.
# | 3 hrs
Describe the different head pressure control valves and condenser arrangements and explain how they operate to maintain head pressure.
# | 3 hrs
Overview of Domestic Refrigerators and Freezers
Summarize the differences between domestic refrigeration systems and commercial refrigeration systems.
# | 3 hrs
Recall the causes of food spoilage and explain how domestic refrigeration systems minimize spoilage.
# | 3 hrs
Summarize the operation of an automatic defrost system in a frost-free freezer.
# | 3 hrs
Illustrate airflow patterns in top, bottom, and side-by-side refrigerator-freezer units.
# | 3 hrs
Explain how refrigerator and freezer cabinets are constructed.
# | 3 hrs
Identify the features of gaskets used in refrigerator and freezer doors.
# | 3 hrs
Identify available and innovative refrigeration and freezer units.
# | 3 hrs
Systems and Components of Domestic Refrigerators and Freezers
Explain the function of the basic components in a domestic compression refrigerator-freezer.
# | 3 hrs
Understand how common cooling controls maintain the desired conditions inside a domestic refrigerator-freezer.
# | 3 hrs
Describe how dampers are used to control temperatures in frozen food and fresh food compartments of a domestic refrigerator-freezer.
# | 3 hrs
Understand the operation of common defrost systems used in domestic refrigerator-freezers.
# | 3 hrs
Explain the purpose of condensation controls in domestic refrigerator-freezers and describe their operation.
# | 3 hrs
Describe the methods used to control conditions inside crispers and humidity-controlled drawers.
# | 3 hrs
Installation and Troubleshooting of Domestic Refrigerators and Freezers
Check domestic compression refrigerators for proper installation.
# | 2.5 hrs
Use the proper procedure for starting a domestic refrigerator-freezer.
# | 2.5 hrs
Interpret common symptoms of system malfunction.
# | 2.5 hrs
Use proper procedures to test a domestic refrigerator-freezer’s auxiliary circuits.
# | 2.5 hrs
Explain the use of piercing valves, pinching tools, and valve adapters.
# | 2.5 hrs
Interpret temperature and pressure conditions inside a refrigeration system to determine points of failure.
# | 2.5 hrs
Summarize common symptoms of internal component failure and their possible causes.
# | 2.5 hrs
Service and Repair of Domestic Refrigerators and Freezers
Apply the proper techniques to clean a condenser and compressor in a domestic refrigerator.
# | 3.5 hrs
Explain the steps required to prepare a domestic refrigerator or freezer for internal service.
# | 3.5 hrs
Summarize the steps required to return a domestic refrigerator or freezer to service after a motor burnout.
# | 3.5 hrs
Apply the proper procedure to remove and replace a compressor in a domestic refrigerator or freezer.
# | 3.5 hrs
Use the proper procedures to repair leaks in condensers and evaporators.
# | 3.5 hrs
Apply the proper procedures to clean or replace a capillary tube.
# | 3.5 hrs
Summarize the procedure for selecting, removing, and installing filter-driers.
# | 3.5 hrs
Compare the different methods of charging a small hermetic refrigeration system.
# | 3.5 hrs
Summarize different methods of calibrating, testing, and adjusting thermostatic controls in refrigerator-freezers.
# | 3.5 hrs
Explain considerations to take when removing system components from a cabinet.
# | 3.5 hrs
Summarize the steps required to properly discard or store a domestic refrigerator or freezer.
# | 3.5 hrs
Air Movement and Measurement
Understand the concepts of climate and weather.
# | 3 hrs
Summarize the purpose of air-conditioning systems.
# | 3 hrs
Identify the layers of the atmosphere and the primary components of air.
# | 3 hrs
Understand the relationships between humidity, relative humidity, and dew point.
# | 3 hrs
Use a hygrometer to measure moisture in the air.
# | 3 hrs
Differentiate between wet-bulb and dry-bulb temperatures.
# | 3 hrs
Explain the principles of psychometry and the use of psychrometric charts.
# | 3 hrs
Summarize the range of air conditions that fall within the human comfort range.
# | 3 hrs
Understand how air movement affects human comfort.
# | 3 hrs
Use anemometers, pitot tubes, and manometers to measure air velocity.
# | 3 hrs
Identify external factors that affect indoor air conditions.
# | 3 hrs
Air Quality
Identify the agencies and standards that regulate indoor air quality.
# | 3 hrs
Categorize indoor air pollutants as solid or gas pollutants and provide examples of each.
# | 3 hrs
Recall the factors that affect indoor air quality.
# | 3 hrs
Recognize the main sources of pollutants that adversely affect residential and commercial indoor air quality.
# | 3 hrs
Summarize the processes used to assess residential and commercial indoor air quality.
# | 3 hrs
Summarize the steps that can be taken to prevent indoor air quality problems.
# | 3 hrs
Differentiate between sick building syndrome, building-related illness, and multiple-chemical sensitivity.
# | 3 hrs
Compare the different types of air filters available.
# | 3 hrs
Summarize the different air cleaning methods used to improve indoor air quality.
# | 3 hrs
Explain the operation and maintenance of ultraviolet air treatment system.
# | 3 hrs
Differentiate between heat recovery ventilators (HRVs) and energy recovery ventilators (ERVs).
# | 3 hrs
Air Distribution
Recall the properties of air that affect air distribution system design or installation.
# | 4 hrs
Categorize air circulation systems.
# | 4 hrs
Determine the basic ventilation requirements for a given space.
# | 4 hrs
Identify the basic types of air duct systems.
# | 4 hrs
Explain the relationships between air distribution and duct sizing and design.
# | 4 hrs
Understand the procedure for correctly sizing ducts.
# | 4 hrs
Ventilation System Service
Recall the various methods for checking airflow and air leakage.
# | 2 hrs
Explain how to identify, isolate, and correct duct noise problems.
# | 2 hrs
Use proper equipment and techniques to clean a duct system.
# | 2 hrs
Apply knowledge of airflow to balance a duct system.
# | 2 hrs
Recall methods of removing odors from the air.
# | 2 hrs
Summarize periodic maintenance tasks that must be performed on fans.
# | 2 hrs
Explain procedures for inspecting and servicing various types of air filters.
# | 2 hrs
Ductless Air-Conditioning Systems
Explain the purpose of comfort cooling systems.
# | 2.5 hrs
Describe the cooling and dehumidifying process of an air-conditioning system and show the relationship of dry-bulb temperature, moisture content, and relative humidity on a psychrometric chart.
# | 2.5 hrs
Summarize the characteristics of window and wall-mounted room air conditioners.
# | 2.5 hrs
Install and service window and wall-mounted room air conditioners.
# | 2.5 hrs
Discuss the operation and application of packaged terminal air conditioners and console air conditioners.
# | 2.5 hrs
Identify the characteristics and uses of portable air conditioners.
# | 2.5 hrs
Explain the operation, components, and arrangement of ductless split systems.
# | 2.5 hrs
Install and service ductless split systems.
# | 2.5 hrs
Residential Central Air-Conditioning Systems
Identify the characteristics of a central air-conditioning system.
# | 3.5 hrs
Explain the differences between unitary and field-erected air-conditioning systems.
# | 3.5 hrs
Identify the characteristics of a split air-conditioning system.
# | 3.5 hrs
Identify the types of controls commonly used in central air-conditioning systems.
# | 3.5 hrs
Summarize the steps required to install central air-conditioning.
# | 3.5 hrs
Identify the areas of a central air-conditioning system that must be periodically inspected.
# | 3.5 hrs
Explain the tasks that must be completed as part of central air-conditioning system service.
# | 3.5 hrs
Understand the operation of variable refrigerant flow (VRF) as it is used in residential heating and cooling systems.
# | 3.5 hrs
Commercial Air-Conditioning Systems
Summarize the features of rooftop units and packaged outdoor air-conditioning units.
# | 4 hrs
Identify the types of controls commonly used in commercial air-conditioning systems.
# | 4 hrs
Explain how variable refrigerant flow is incorporated into commercial air-conditioning applications.
# | 4 hrs
Explain the basic operation of a chiller system.
# | 4 hrs
Compare the different types of compressors that can be used in chiller systems.
# | 4 hrs
Explain the basic function and operation of a cooling tower.
# | 4 hrs
Absorption and Evaporative Cooling Systems
Explain the absorption refrigeration cycle and process.
# | 2 hrs
Identify the heat sources that can be used to operate an absorption air-conditioning system.
# | 2 hrs
Summarize the operation of residential and commercial absorption chillers.
# | 2 hrs
Compare direct-fired and indirect fired absorption systems.
# | 2 hrs
Understand the difference between single-effect and double-effect absorption chillers.
# | 2 hrs
Explain the differences in operation between ammonia and lithium bromide absorption systems.
# | 2 hrs
Understand how multiple absorption units can be combined in a multiple unit load system.
# | 2 hrs
Summarize the energy efficiency advantages of an absorption air-conditioning system.
# | 2 hrs
Explain the basic concepts behind evaporative cooling.
# | 2 hrs
Understand how a roof pond works.
# | 2 hrs
Summarize the function of a roof mist cooling system.
# | 2 hrs
Summarize the steps involved in absorption cooling system service.
# | 2 hrs
Humidity Control
Understand the basics of relative humidity (rh), moisture content in the air, and the effect of dry-bulb temperature on humidity levels.
# | 2 hrs
Summarize the design and operation of a typical dehumidifier.
# | 2 hrs
Understand the steps involved in humidifier installation and service.
# | 2 hrs
Thermostats
Describe how a thermostat can function in different roles in HVACR systems.
# | 4 hrs
Explain the operating principles of different temperature-reactive components and the switching components used in thermostats.
# | 4 hrs
List the features and options available in modern thermostats.
# | 4 hrs
Understand the differences among heating, cooling, combination, and multistage thermostats.
# | 4 hrs
Understand the purpose and operation of anticipators in thermostats.
# | 4 hrs
Summarize the operations and applications of line-voltage, low-voltage, and millivolt thermostats.
# | 4 hrs
Identify and explain the operation of line-voltage thermostats.
# | 4 hrs
Explain the operation of low-voltage thermostats.
# | 4 hrs
Understand the use and operation of millivolt thermostats in standing-pilot heating systems.
# | 4 hrs
Explain the use and operation of wireless and power-stealing thermostats.
# | 4 hrs
Program and set up a programmable thermostat.
# | 4 hrs
Identify thermostat wiring terminals by their letters.
# | 4 hrs
Arrange free cooling through the use of an air-side economizer in a forced-air HVAC system.
# | 4 hrs
Evaluate a building to determine suitable locations for thermostats and remote sensing devices.
# | 4 hrs
Diagnose an HVAC system that is not operating properly by using its thermostat.
# | 4 hrs
Diagnose a high current draw on a step-down transformer used with a low-voltage thermostat.
# | 4 hrs
Understand the operation and purpose of the various components used in a forced-air zoned system.
# | 4 hrs
Troubleshoot forced-air zoned system that is not operating properly.
# | 4 hrs
Heating and Cooling Loads
Understand the principles of heat loss and heat gain.
# | 4 hrs
Compare the sources of heat loads for heating and heat loads for cooling.
# | 4 hrs
Explain the relationship between a material’s K-value, C-value, U-value, and R-value and the rate at which heat is transferred through the material.
# | 4 hrs
Summarize the use of indoor and outdoor design temperatures in calculating heat loads.
# | 4 hrs
Understand the relationship between surface area and heat transfer rate.
# | 4 hrs
Compare the techniques for finding a building component’s heat transfer rate using the component’s C-values, K-values, U-value, and R-values.
# | 4 hrs
Explain how heat load calculations differ depending on whether the building is built on a basement, a slab, or a crawl space.
# | 4 hrs
Understand infiltration and exfiltration and explain their effects on heat load.
# | 4 hrs
Summarize the effect of sunlight on cooling loads and methods of reducing sun loads.
# | 4 hrs
Understand heat lag and its effect on heat loads.
# | 4 hrs
Identify miscellaneous smaller heat loads within a building that affect the calculation of total heating or cooling loads.
# | 4 hrs
Use a worksheet or computer program to properly calculate total heating and cooling loads for a building.
# | 4 hrs
Forced-Air Heating Fundamentals
Identify the basic components of a forced-air heating system and explain their functions.
# | 2 hrs
Understand the difference between a condensing and a noncondensing furnace.
# | 2 hrs
Describe the different types of indoor blower and combustion blower arrangements.
# | 2 hrs
Compare and contrast upflow, downflow, and horizontal furnaces.
# | 2 hrs
Summarize the operation of two-stage furnaces and modulating furnaces.
# | 2 hrs
Explain how makeup air units improve system efficiency and prevent negative pressure from developing in a house.
# | 2 hrs
Understand how blower function can be controlled using time-delay controls and thermostatic controls.
# | 2 hrs
Summarize the design and purpose of unit heaters.
# | 2 hrs
Hydronic Heating Fundamentals
List the basic components of a hydronic system and explain their functions.
# | 3.5 hrs
Explain the purpose of hydronic system water treatment.
# | 3.5 hrs
Describe the different types of hydronic system designs.
# | 3.5 hrs
Summarize the different methods for installing radiant heating systems.
# | 3.5 hrs
Identify various controls used in hydronic systems and explain their functions.
# | 3.5 hrs
Perform regular maintenance and service on a steam heating system.
# | 3.5 hrs
Explain how to balance a hydronic system and prepare it for initial start-up.
# | 3.5 hrs
Troubleshoot boiler and water circulation problems in a hydronic system.
# | 3.5 hrs
List the steps required to purge series loop systems, one-pipe systems, and zoned systems.
# | 3.5 hrs
Heat Pumps
Describe the basic operation of a heat pump in heating mode and in cooling mode.
# | 2.5 hrs
Summarize the difference between ground-source heat pumps and air-source heat pumps.
# | 2.5 hrs
Identify a heat pump system’s principal components.
# | 2.5 hrs
Explain how a reversing valve operates and how it controls the direction of refrigerant flow through a heat pump.
# | 2.5 hrs
Compare and contrast different types of coils and loops used in heat pump systems.
# | 2.5 hrs
List two common methods used to defrost heat pumps.
# | 2.5 hrs
Understand how auxiliary heat is used in conjunction with heat pumps.
# | 2.5 hrs
Summarize how heat pumps can be combined with solar heating systems.
# | 2.5 hrs
Perform routine maintenance and service on heat pump systems.
# | 2.5 hrs
Gas-Fired Heating Systems
Identify the components necessary for and products of combustion.
# | 3.5 hrs
Understand how the ratio of air to fuel affects combustion efficiency.
# | 3.5 hrs
Describe the differences in design between medium-efficiency and high-efficiency gas furnaces.
# | 3.5 hrs
Classify the different types of materials used for chimneys and flue pipes.
# | 3.5 hrs
Oil-Fired Heating Systems
Summarize the basic operation of an oil furnace.
# | 3 hrs
Identify the characteristics of fuel oil.
# | 3 hrs
Perform several tests to check the combustion efficiency of an oil-fired heating system.
# | 3 hrs
Compare the advantages and disadvantages of using a one-pipe or two-pipe fuel delivery system.
# | 3 hrs
Describe the functions of different fuel line components.
# | 3 hrs
Identify oil burner components and explain their purposes.
# | 3 hrs
Explain how stack relays and cad cell relays are used to detect the presence of a flame.
# | 3 hrs
Describe the difference between interrupted and intermittent ignition.
# | 3 hrs
Define the various functions of a primary control unit.
# | 3 hrs
Follow code requirements for installing fuel lines and storage tanks for an oil-fired heating system.
# | 3 hrs
Bleed an oil-fired heating system’s fuel lines and perform other routine maintenance and service procedures.
# | 3 hrs
Electric Heating Systems
Identify the advantages and disadvantages of electric heating systems compared to combustion heating systems.
# | 3 hrs
Calculate an electric heating system’s heat production when given the system’s wattage or voltage and amperage values.
# | 3 hrs
Describe the three types of electric heating elements.
# | 3 hrs
List examples and applications of convection electric heating systems.
# | 3 hrs
Compare and contrast direct and indirect radiant heating systems.
# | 3 hrs
Explain the purpose of sequencers and different contactors used in electric heating systems and how they function.
# | 3 hrs
Describe the operation of airflow and safety control devices in electric heating systems.
# | 3 hrs
Explain how controls are used in electric baseboard heating and some of their requirements.
# | 3 hrs
Install, maintain, test, and troubleshoot electric heating systems.
# | 3 hrs
Solar Power and Thermal Storage
Understand the nature of solar energy.
# | 3 hrs
Compare flat-plate collectors, evacuated tube collectors, and concentrating collectors.
# | 3 hrs
Characterize passive, active, and hybrid solar energy systems.
# | 3 hrs
Describe the operation of air-based and liquid-based solar heating systems.
# | 3 hrs
Recall applications for solar heating systems.
# | 3 hrs
Explain how solar heating can be combined with various supplemental heating sources.
# | 3 hrs
Describe how solar energy is converted to electricity.
# | 3 hrs
Explain the operating principles of sensible and latent thermal energy storage.
# | 3 hrs
Energy Management
Identify factors affecting heat gain, heat loss, and building energy consumption.
# | 4 hrs
Explain the purpose of a building control system.
# | 4 hrs
Understand the energy audit process.
# | 4 hrs
Describe the three general types of building system controllers.
# | 4 hrs
Explain the purpose of building control protocols, such as BACnet.
# | 4 hrs
Summarize principles of control system diagnostics and repair.
# | 4 hrs
Energy Conservation
Explain how the construction of a building relates to its heating and cooling efficiency.
# | 2 hrs
Describe how the degree-day method can be used to estimate heating and cooling costs.
# | 2 hrs
Differentiate among the various efficiency ratings used to evaluate furnaces, air conditioners, and heat pumps.
# | 2 hrs
List individual components that can be changed or added to an existing HVAC system to increase energy efficiency.
# | 2 hrs
Describe alternative systems and solutions that may be used to increase energy conservation.
# | 2 hrs
Explain the role of the HVACR technician in energy conservation.
# | 2 hrs
Overview of Commercial Refrigeration Systems
Recognize the types of commercial refrigeration systems and their applications.
# | 3.5 hrs
Explain how and why ice banks are used in certain refrigeration systems.
# | 3.5 hrs
Describe the two types of water coolers.
# | 3.5 hrs
Describe the different types of evaporators in commercial ice machines.
# | 3.5 hrs
List some of the industrial applications of refrigeration systems.
# | 3.5 hrs
Special Refrigeration Systems and Applications
Identify the different types of refrigerant metering devices, evaporators, compressors, and condensers used in transportation refrigeration systems.
# | 2.5 hrs
Summarize the operation of various expendable refrigeration systems.
# | 2.5 hrs
Explain how thermoelectric couples produce heating and cooling using electricity.
# | 2.5 hrs
Summarize the operation of vortex tubes, steam jet systems, and refrigerant jet systems.
# | 2.5 hrs
Describe the operation of a basic Sterling refrigeration system.
# | 2.5 hrs
Commercial Refrigeration System Configurations
Explain the difference between packaged and split commercial refrigeration systems.
# | 2.5 hrs
Understand the operation and purpose of various components used in sophisticated commercial refrigeration systems.
# | 2.5 hrs
Identify applications for multiple-evaporator systems.
# | 2.5 hrs
Summarize the different methods of achieving variable capacity in modulating refrigeration systems.
# | 2.5 hrs
Explain the refrigeration cycle in compound and cascade systems.
# | 2.5 hrs
Describe the purpose and operation of secondary loop refrigeration systems.
# | 2.5 hrs
Understanding Heat Loads and System Thermodynamics
Understand the relationship between total heat load, service heat load, and heat leakage load.
# | 3 hrs
Compute a system’s heat leakage load.
# | 3 hrs
Calculate a system’s service heat load manually and by using manufacturer’s tables.
# | 3 hrs
Use heat leakage load, service heat load, and all applicable miscellaneous heat loads to calculate a system’s total heat load.
# | 3 hrs
Compute the total heat load for a water cooler.
# | 3 hrs
Summarize the thermodynamic principles at work in the basic refrigeration cycle.
# | 3 hrs
Identify the various lines on a pressure-enthalpy diagram.
# | 3 hrs
Interpret the graphs of different refrigeration cycles on pressure-enthalpy diagrams.
# | 3 hrs
Commercial Refrigeration Component Selection
Identify the factors that affect compressor sizing.
# | 2 hrs
Calculate a compressor’s required capacity based on its total heat load and operating cycle.
# | 2 hrs
Summarize the factors that affect the heat transfer rates of evaporators and condensers.
# | 2 hrs
Use tables from manufacturers to size compressors, condensers, and evaporators.
# | 2 hrs
List the basic criteria that must be considered when sizing refrigerant lines.
# | 2 hrs
Installing Commercial Systems
Summarize some of the basic regulations found in most codes.
# | 2 hrs
Identify procedures for locating and mounting condensing units and evaporators.
# | 2 hrs
Determine where to mount thermostatic expansion valve sensing bulbs based on suction line tubing size.
# | 2 hrs
Install various components, such as valves, filter-driers, and sight glasses, along refrigerant lines.
# | 2 hrs
Properly mount and install open-drive compressor motors and also hermetic compressors.
# | 2 hrs
Test a refrigeration installation for leaks by using leak detection devices, a standing pressure test, and a standing vacuum test.
# | 2 hrs
Charge a system with refrigerant using either the low-side method or the high-side method.
# | 2 hrs
Troubleshooting Commercial Systems—System Diagnosis
Recognize the effects of an undercharged refrigeration system.
# | 3 hrs
Recognize the effects of an overcharged refrigeration system.
# | 3 hrs
Recognize the effects of non-condensable in a refrigeration system.
# | 3 hrs
Identify causes of suction line pressure drop.
# | 3 hrs
Summarize the effects of having moisture in a refrigeration system.
# | 3 hrs
Check a commercial refrigeration system’s refrigerant charge.
# | 3 hrs
Differentiate among the different causes of high head pressure.
# | 3 hrs
Analyze a refrigeration system that runs continuously to determine its root cause.
# | 3 hrs
Evaluate a refrigeration system that produces little or no cooling.
# | 3 hrs
Analyze a refrigeration system that will not run to determine its root cause.
# | 3 hrs
Troubleshoot basic problems in ice machines.
# | 3 hrs
Troubleshooting Commercial Systems— Component Diagnosis
Test the components of a system to determine what causes it to short cycle.
# | 2.5 hrs
Identify and distinguish the various causes of abnormal noises created by commercial refrigeration systems before implementing a remedy.
# | 2.5 hrs
Identify restrictions and pressure drops in various inline components using a temperature survey.
# | 2.5 hrs
Servicing Commercial Systems
Properly pump down or move the refrigerant charge for system service.
# | 3.5 hrs
Perform atmospheric balancing (pressure equalizing) before opening a system to atmosphere for service.
# | 3.5 hrs
Safely remove a compressor from a system for replacement.
# | 3.5 hrs
Safely replace an external electric motor.
# | 3.5 hrs
Safely service a refrigeration system with a motor burnout in a hermetic compressor.
# | 3.5 hrs
Add refrigerant oil to a refrigerant system using several different methods.
# | 3.5 hrs
Safely remove, repair, and install air-cooled and water-cooled condensers.
# | 3.5 hrs
Diagnose and repair or replace water valves.
# | 3.5 hrs
Perform basic cooling tower maintenance.
# | 3.5 hrs
Remove, repair, and install expansion valves.
# | 3.5 hrs
Adjust the setting of a thermostatic expansion valve (TXV).
# | 3.5 hrs
Diagnose, repair, install, and adjust evaporator pressure regulators (EPRs) and hot-gas valves.
# | 3.5 hrs
Remove and replace service valves and solenoid valves.
# | 3.5 hrs