Table of Contents
Task C-7 Plans installation of HVAC/R systems
Task Descriptor
Refrigeration and air conditioning mechanics plan the installation of HVAC/R systems to facilitate the smooth installation of the equipment and to ensure the desired end result. Proper planning ensures system longevity and reliability, and reduces operating costs. HVAC/R systems include residential, commercial, industrial and institutional applications.
C-7.01 - Verifies HVAC/R system parameters and requirements
Essential Skills: Numeracy, Document Use, Thinking
C-7.01 - Verifies HVAC/R system parameters and requirements
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| C-7.01.01P |
calculate HVAC/R loads |
HVAC/R loads are calculated according to factors |
| C-7.01.02P |
calculate refrigeration heat loads |
refrigeration heat loads are calculated according to factors |
| C-7.01.03P |
identify system capacity |
system capacity is identified according to heat load calculations and physical location |
| C-7.01.04P |
identify utilities available or required |
utilities are identified to ensure proper installation and operation of equipment, and to power accessory systems |
| C-7.01.05P |
determine system parameters |
system parameters are determined using tools, equipment and engineering data |
| C-7.01.06P |
identify provisions for condensate drainage |
provisions for condensate drainage are identified according to drawings, site surveys and code requirements |
Range of Variables
- factors include: space and ambient temperature, insulation, windows, doors, internal loads, ventilation, exposure, volume, application, product load, relative humidity
- accessory systems include: controls, electrical loads
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| C-7.01.01L |
demonstrate knowledge of HVAC/R system parameters and requirements |
explain concepts associated with refrigeration |
| identify types of compressors, and describe their characteristics and applications |
| identify types of basic motors and describe their characteristics and applications |
| explain air quality, air circulation and ventilation |
| describe psychrometric processes |
| identify types of air movement components, and describe their characteristics and applications |
| describe procedures used to determine system parameters |
| C-7.01.02L |
demonstrate knowledge of load calculations |
describe procedures used to perform calculations to determine refrigeration loads |
| describe procedures used to perform calculations to determine HVAC loads |
| explain how to calculate heat gain and heat loss for HVAC systems |
| C-7.01.03L |
demonstrate knowledge of electrical circuits and loads |
identify the factors used to determine conductor ampacity rating |
| identify types of electrical circuits and describe their characteristics and applications |
| C-7.01.04L |
demonstrate knowledge of codes and regulations pertaining to HVAC/R systems |
interpret codes and regulations pertaining to HVAC/R systems |
Range of Variables
- concepts associated with refrigeration include: temperature, heat, mass and weight, density, specific gravity, specific volume, pressure
- compressors include: reciprocating, scroll, rotary, screw, centrifugal, swing, linear
- basic motors include: single-phase, three-phase, electronically commutated motors (ECM)
- psychrometric processes include: cooling, evaporative cooling, humidification, heating and humidification, heating, heating and dehumidification, dehumidification, cooling and dehumidification
- air movement components include: fans (axial, radial), mechanical drives (belt, direct)
- electrical circuits include: series, parallel, series-parallel
C-7.02 - Selects HVAC/R equipment, components and accessories
Essential Skills: Thinking, Document Use, Numeracy
C-7.02 - Selects HVAC/R equipment, components and accessories
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| C-7.02.01P |
select equipment, HVAC/R components and accessories |
equipment, HVAC/R components and accessories are selected according to factors |
| C-7.02.02P |
determine HVAC/R component limitations |
HVAC/R component limitations are determined according to design specifications and operational requirements |
| C-7.02.03P |
determine refrigeration component limitations |
refrigeration component limitations are determined according to design specifications and operational requirements |
| C-7.02.04P |
determine alternative systems |
alternative systems are determined according to energy savings and environmental issues |
Range of Variables
- HVAC/R components include: compressors, condensers, evaporators, liquid pumps, metering devices, valves, heat exchangers, pressure vessels, temperature sensors, transducers, valves and regulators
- factors include: code requirements, manufacturers’ and engineering specifications, system and client requirements, best refrigerant for application, drawings, site conditions, environmental conditions
- HVAC/R component limitations include: blower capacity, pressure drops, size, fluid flow, heating/cooling capacity, sensible heating ratio
- refrigeration component limitations include: pressure drops, oil return, flow rate capacity, corrosion protection
- alternative systems include: building automation systems (BAS), air, water, ground and geothermal source heat pumps, heat reclaim units, district heating and cooling
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| C-7.02.01L |
demonstrate knowledge of HVAC/R equipment, components and accessories |
identify types of alternative systems |
| identify the factors to consider when selecting HVAC/R equipment, components and accessories |
| identify capacity ratings of HVAC/R system components |
| interpret information pertaining to HVAC/R systems found on drawings, specifications, graphs and tables |
| identify types of HVAC/R systems and describe their characteristics and applications |
| identify types of HVAC/R components and describe their characteristics and applications |
| identify types of refrigeration systems, and describe their characteristics and applications |
| identify types of electrical components and describe their characteristics and applications |
| identify types of heat pump systems and describe their characteristics and applications |
| C-7.02.02L |
demonstrate knowledge of codes pertaining to HVAC/R equipment, components and accessories |
interpret codes pertaining to HVAC/R equipment, components and accessories |
Range of Variables
- HVAC/R components include: compressors, condensers, evaporators, liquid pumps, metering devices, valves, heat exchangers, pressure vessels, temperature sensors, transducers, valves and regulators
- alternative systems include: building automation systems (BAS), air, water, ground and geothermal source heat pumps, heat reclaim units, district heating and cooling
- HVAC/R systems include: heat pumps, split, ductless split, package units, heat reclaim, chillers, humidifiers, dehumidifiers, energy recovery ventilation (ERVs), heat recovery ventilation (HRVs)
- refrigeration systems include: coolers, freezers, chillers, process refrigeration systems, ultra-low, cryogenic, absorption, ice-machines, plate freezers
- electrical components include: motors, transformers, contactors, relays, starters, variable speed drives (VSD), capacitors, resistors
- heat pump systems include: air-to-air, liquid-to-air, liquid-to-liquid, air-to-liquid
C-7.03 - Determines placement of HVAC/R equipment, components and accessories
Essential Skills : Document Use, Numeracy, Thinking
C-7.03 - Determines placement of HVAC/R equipment, components and accessories
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| C-7.03.01P |
determine placement of system |
placement of system is determined according to factors and surrounding environmental issues |
| C-7.03.02P |
determine placement of system components |
placement of system components is determined according to factors and jurisdictional regulations |
| C-7.03.03P |
determine limitations for the placement of system equipment, components and accessories |
limitations for the placement of system equipment, components and accessories is determined according to codes, jurisdictional and design specifications, system requirements and environmental conditions |
| C-7.03.04P |
take measurements |
measurements are taken to ensure that equipment will fit in location |
Range of Variables
- factors include: sizing, serviceability, available utilities, structure, aesthetics, client
- environmental issues include: noise, exhaust and intake vent locations, environmental conditions
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| C-7.03.01L |
demonstrate knowledge of determining placement of HVAC/R equipment, components and accessories |
identify factors and environmental issues to consider for the placement of HVAC/R equipment, components and accessories |
| identify limitations for the placement of HVAC/R equipment, components and accessories |
| describe the procedures used to place HVAC/R equipment, components and accessories |
| identify methods of zoning and describe their applications |
| explain the importance of balancing system capacity with system load |
| C-7.03.02L |
demonstrate knowledge of HVAC/R equipment, components and accessories |
identify types of HVAC systems and describe their characteristics and applications |
| identify types of refrigeration systems, and describe their characteristics and applications |
| C-7.03.03L |
demonstrate knowledge of codes and regulations pertaining to HVAC/R equipment, components and accessories |
interpret codes and regulations pertaining to the placement of HVAC/R equipment, components and accessories |
Range of Variables
- factors include: sizing, serviceability, available utilities, structure, aesthetics, client
- environmental issues include: noise, exhaust and intake vent locations, environmental conditions
- methods of zoning include: dual duct system, terminal reheat (cool) system, variable air volume system (VAV), variable volume and temperature system (VVT), induction reheat system, hydronic system, multiple unitary/heat pump system
- HVAC systems include: heat pumps, split, ductless split, package units, heat reclaim, chillers, humidifiers, dehumidifiers, ERVs, HRVs
- refrigeration systems include: coolers, freezers, chillers, process refrigeration systems, ultra-low, cryogenic, ice machines, plate freezers
C-7.04 - Performs HVAC/R material take-off
Essential Skills: Reading, Numeracy, Thinking
C-7.04 - Performs HVAC/R material take-off
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| C-7.04.01P |
determine quantity of materials required |
quantity of materials required is determined according to component interconnections from working drawings and site visits |
| C-7.04.02P |
determine pipe size and length needed |
pipe size and length needed are determined according to pipe run, refrigerant type and equipment capacity |
| C-7.04.03P |
determine insulation size and length |
insulation type and thickness required are determined according to operating temperature |
| C-7.04.04P |
establish material order list for components |
material order list for components is established according to system requirements |
| C-7.04.05P |
identify alternative options for materials |
alternative options for materials are identified based on availability |
Range of Variables
- component interconnections include: piping, ducting routes, electrical
- components include: hangers, flow controls, piping, venting, ducting, drainage, associated accessories
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| C-7.04.01L |
demonstrate knowledge of performing HVAC/R material take-off |
identify the factors to consider when determining materials and pipe required |
| describe the procedures used to perform an HVAC/R material take-off list |
| identify the types of alternative materials that may be considered as options |
Range of Variables
- factors include: location, quantity, length, obstacles, coring
Task C-8 Plans installation of control systems
Task Descriptor
Planning of control systems ensures proper operation of the equipment installed. Control systems are used to operate the system effectively and efficiently.
C-8.01 - Verifies control system parameters and requirements
Essential Skills: Reading, Writing, Thinking
C-8.01 - Verifies control system parameters and requirements
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| C-8.01.01P |
determine control system requirements |
control system requirements are determined according to clients’ needs, efficiency considerations and equipment specifications |
| C-8.01.02P |
determine regional considerations |
regional considerations are determined according to jurisdictional regulations and environmental conditions |
| C-8.01.03P |
determine operating ranges required |
operating ranges required are determined to ensure safe control of equipment and safety of controlled space/product |
Range of Variables
- control systems include: electrical, mechanical, electronic, integrated control circuits, pneumatic
- equipment specifications include: maximum allowable distances between components, number of component devices
- regional considerations include: humidity, elevation, fail-safe requirements, temperature, degree days
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| C-8.01.01L |
demonstrate knowledge of control systems and their components |
define terminology associated with control systems and their components |
| explain purpose and operation of control systems, devices and components |
| identify types of control systems and their components, and describe their characteristics and applications |
| C-8.01.02L |
demonstrate knowledge of codes and regulations pertaining to control systems and their components |
interpret codes and regulations pertaining to control systems and their components |
Range of Variables
- control systems include: electrical, mechanical, electronic, integrated control circuits, pneumatic
C-8.02 - Selects control system components and accessories
Essential Skills: Reading, Document Use, Thinking
C-8.02 - Selects control system components and accessories
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| Reference Code |
Performance Criteria |
Evidence of Attainment |
| C-8.02.01P |
determine control system components and accessories |
control system components and accessories are determined according to application, code requirements, manufacturers’ and engineering specifications |
| C-8.02.02P |
determine control system component limitations |
control system component limitations are determined according to system design and application |
Range of Variables
- limitations include: effective connection distances, number of inputs/outputs able to be controlled, communication compatibility, interference
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| C-8.02.01L |
demonstrate knowledge of control systems and their components |
identify types of control systems and their components, and describe their characteristics and applications |
| interpret information pertaining to control systems found on drawings and specifications |
| identify the factors to consider when selecting control systems and their components |
| explain how to incorporate various control strategies into control systems |
| explain the purpose and operation of control systems and their components |
| C-8.02.02L |
demonstrate knowledge of codes and regulations pertaining to control systems and their components |
interpret codes and regulations pertaining to control systems and their components |
Range of Variables
- control systems include: mechanical, electrical, electronic, integrated control circuits, pneumatic, wireless
- control strategies include: two position control, floating control, pulse width modulation (PWM), proportional (P), proportional integral (PI), proportional integral derivative (PID), AI (artificial intelligence), adaptive
C-8.03 - Determines placement of control system components and accessories
Essential Skills: Reading, Continuous Learning, Document Use
C-8.03 - Determines placement of control system components and accessories
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| C-8.03.01P |
assess placement of control systems |
placement of control systems is assessed according to serviceability, code requirements and interference from external forces |
| C-8.03.02P |
determine connection routing for control system components |
connection routing for control system components is determined according to drawings and site visits |
| C-8.03.03P |
determine location of mechanical and electrical controls |
location of mechanical and electrical controls is determined according to their intended function and operation |
Range of Variables
- interference from external forces include: environment, electrical noises, pests
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| C-8.03.01L |
demonstrate knowledge of determining placement of control systems and their components |
identify system control strategies and describe their characteristics and applications |
| interpret information pertaining to the placement of control systems found on drawings and specifications |
| identify types of mechanical controls, and explain their purpose and operation |
| C-8.03.02L |
demonstrate knowledge of the fundamental concepts of electricity |
define terminology associated with electrical fundamentals |
| identify units of electrical measurement and symbols |
| identify hazards and describe safe work practices pertaining to electricity |
| identify types of electronic controls, and explain their purpose and operation |
| C-8.03.03L |
demonstrate knowledge of codes and regulations pertaining to control system components and accessories |
interpret codes and regulations pertaining to control system components and accessories |
Range of Variables
- control strategies include: two position control, floating control, PWM, P, PI, PID, AI, adaptive
C-8.04 - Performs control system material take-off
Essential Skills: Document Use, Reading, Numeracy
C-8.04 - Performs control system material take-off
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| Reference Code |
Performance Criteria |
Evidence of Attainment |
| C-8.04.01P |
determine quantity of materials required |
quantity of materials required is determined according to manufacturers’ and engineering specifications, control requirements and location |
| C-8.04.02P |
identify alternative options for materials |
alternative options for materials are identified according to availability, environmental conditions and regulatory requirements |
Range of Variables
- materials include: control devices, wiring, tubing, hangers, fasteners
- environmental conditions include: indoor/outdoor use of control components, operating temperature
- regulatory requirements include: VOC, restricted materials, food grade
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| C-8.04.01L |
demonstrate knowledge of performing control system take-off |
identify the factors to consider when determining materials required |
| describe the procedures used to perform control system take-off |
| identify the types of alternative materials that may be considered as options |
Range of Variables
- factors include: location, quantity, length, obstacles, coring
- materials include: control devices, wiring, tubing, hangers, fasteners