Table of Contents
Task E-11 Commissions HVAC/R systems
Task Descriptor
Commissioning of HVAC/R systems is an important step to ensure the system is complete and properly charged, and that all necessary adjustments have been made. This enables the system to run efficiently, environmentally responsible and according to specifications.
E-11.01 - Performs pre-start-up checks for HVAC/R systems
Essential Skills: Reading, Document Use, Thinking
E-11.01 - Performs pre-start-up checks for HVAC/R systems
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-11.01.01P |
select and use tools and equipment |
tools and equipment are selected and used according to manufacturers’ specifications and site conditions |
| E-11.01.02P |
ensure that energy/power source and equipment are compatible |
compatibility of energy/power source and equipment are verified |
| E-11.01.03P |
verify completion of installation |
completion of installation is verified by checking for factors |
| E-11.01.04P |
check control settings |
control settings are set to allow equipment to be operational |
| E-11.01.05P |
verify that equipment is securely fastened and mounted |
equipment is securely fastened and mounted according to codes, regulations, site conditions and manufacturers’ specifications |
| E-11.01.06P |
check electrical connections and components for grounds and shorts |
electrical connections and components are checked to detect loose or damaged wiring according to jurisdictional regulations and manufacturers’ specifications |
| E-11.01.07P |
ensure free movement of movable components |
movable components are free to move |
| E-11.01.08P |
verify holding charge applied during installation |
holding charge applied during installation is verified by checking circuit pressure and referring to holding charge reports |
| E-11.01.09P |
energize crankcase heaters |
crankcase heaters are energized according to manufacturers’ recommendations |
Range of Variables
- tools and equipment include: multimeters, gauges, hand tools, thermometers
- factors include: presence of field installed parts, missing parts, shipping mounts and straps that have not been removed, placement of controls, positioning of valves
- electrical connections include: terminal strips, crimped and wire nuts, connected ground wires
- movable components include: drives, dampers, actuators, fans, motors, pumps, valves
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-11.01.01L |
demonstrate knowledge of performing pre-start-up checks for HVAC/R systems |
identify tools and equipment used for checking HVAC/R system equipment, components and accessories, and describe their applications and procedures for use |
| describe the procedures used to ensure proper installation of HVAC/R systems |
| interpret information pertaining to HVAC/R systems found in drawings, wiring diagrams, manufacturers’ literature and schematic diagrams |
| identify the correct sequence of operation prior to start-up |
| describe the methods used to determine the charge of an HVAC/R system |
| E-11.01.02L |
demonstrate knowledge of codes and regulations pertaining to HVAC/R equipment, components and accessories |
interpret codes and regulations pertaining to HVAC/R equipment, components and accessories |
Range of Variables
- tools and equipment include: multimeters, gauges, hand tools, thermometers
- methods used to determine the charge of an HVAC/R system include: measuring superheat and subcooling, weighing critical charge, interpreting charge charts, checking sight glass, internal volume
E-11.02 - Performs start-up of HVAC/R systems
Essential Skills: Thinking, Numeracy, Writing
E-11.02 - Performs start-up of HVAC/R systems
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-11.02.01P |
turn on and verify utilities |
utilities are turned on and verified to allow equipment to start with the correct rotation, an acceptable voltage imbalance and utility parameters are within specifications |
| E-11.02.02P |
verify direction of rotating components |
direction of rotating components is verified visually or by using a phase sequencing meter to allow equipment to operate according to manufacturers’ specifications |
| E-11.02.03P |
test and adjust operation of HVAC/R control components |
operation of HVAC/R control components is tested and adjusted |
| E-11.02.04P |
verify sequence of operation of system |
sequence of operation of system is verified |
| E-11.02.05P |
verify system operation |
system operation is verified by measuring system conditions and comparing to design parameters and operating conditions and ensuring that the voltage and current imbalance are acceptable |
| E-11.02.06P |
set up components |
components are set up according to design specifications |
| E-11.02.07P |
adjust components |
components are adjusted according to operating conditions |
Range of Variables
- utilities include: electrical, gas, water
- components include: blowers, fans, pumps, compressors, motors, dampers, temperature/pressure controls, valves, safety components
- system conditions include: amperage draws, pressures, temperatures, air and fluid flow
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-11.02.01L |
demonstrate knowledge of performing start-up of HVAC/R systems |
identify the factors to consider when performing an HVAC/R system start-up |
| identify documentation requirements for system start-up and commissioning |
| describe the procedures required to start up and commission HVAC/R systems |
| describe the procedures used to test and adjust components |
| describe the sequence of operation of systems |
| E-11.02.02L |
demonstrate knowledge of codes and regulations pertaining to HVAC/R systems |
interpret codes and regulations pertaining to HVAC/R systems |
Range of Variables
- factors include: phasing, voltage imbalance and amperage, refrigerant charge adjustments, oil levels, operating pressures and temperatures, system control adjustments, manufacturers’ recommendations, liquid or air requirements
- components include: blowers, fans, pumps, compressors, motors, dampers, temperature/pressure controls, valves, safety components
E-11.03 - Completes HVAC/R system charge
Essential Skills: Thinking, Numeracy, Document Use
E-11.03 - Completes HVAC/R system charge
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-11.03.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry practices |
| E-11.03.02P |
verify type of refrigerant required for system |
type of refrigerant required for system is verified by referring to labelling |
| E-11.03.03P |
weigh and measure refrigerant to be added as required for start-up |
refrigerant to be added is weighed and measured by referring to manufacturers’ specifications |
| E-11.03.04P |
operate system |
system is operated according to manufacturers’ specifications and site conditions |
| E-11.03.05P |
measure and interpret operating load conditions |
operating load conditions are measured and interpreted according to operating pressures, temperatures, superheat and subcooling |
| E-11.03.06P |
verify and adjust refrigerant charge and oil level as required |
oil level and refrigerant charge is verified under all load conditions |
| E-11.03.07P |
label system |
system is labelled with type and amount of oil and refrigerant according to code and jurisdictional regulations |
Range of Variables
- tools and equipment include: gauge manifolds, scales, thermometers, oil pumps, multimeter, instruments
- refrigerants include: primary (CFC, HFC, HFO, HCFC, HC), natural (R744, R717) secondary (water, glycol solutions, brine solutions)
- operating load conditions include: amperage, voltage, rpm, discharge temperature
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-11.03.01L |
demonstrate knowledge of completing HVAC/R system charge |
identify types of tools and equipment used to complete HVAC/R system charge |
| describe the pressure/temperature chart and its use in determining refrigerant conditions |
| describe the methods used to determine the charge of an HVAC/R system |
| describe the procedures used to charge a HVAC/R system |
| E-11.03.02L |
demonstrate knowledge of refrigerants, their applications and procedures for use |
identify types of refrigerants and describe their characteristics and applications |
| E-11.03.03L |
demonstrate knowledge of codes and regulations pertaining to refrigerants |
identify codes and regulations pertaining to refrigerants |
Range of Variables
- tools and equipment include: gauge manifolds, scales, thermometers, oil pumps, multimeter, instruments
- refrigerant conditions include: dew point, bubble point, subcooled, superheated, triple point (R744)
- methods used to determine the charge of an HVAC/R system include: measuring superheat and subcooling, weighing critical charge, interpreting charge charts, checking sight glass, internal volume, condenser flooding considerations, amperage, voltage, rpm, discharge temperature
- procedures used to charge a HVAC/R system include: weighing, sight glass, measuring superheat and subcooling
- refrigerants include: primary (CFC, HFC, HFO, HCFC, HC), natural (R744, R717), secondary (water, glycol solutions, brine solutions)
E-11.04 - Sets up primary and secondary HVAC/R system components
Essential Skills: Document Use, Numeracy, Thinking
E-11.04 - Sets up primary and secondary HVAC/R system components
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-11.04.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry practices |
| E-11.04.02P |
adjust controls, valves and regulators |
controls, valves and regulators are operating at design site conditions |
| E-11.04.03P |
measure and interpret readings from primary and secondary HVAC/R systems |
readings from primary and secondary HVAC/R systems are measured and interpreted |
| E-11.04.04P |
adjust and balance primary HVAC/R components |
primary HVAC/R components are adjusted and balanced to allow system to operate according to design conditions |
| E-11.04.05P |
adjust and balance secondary HVAC/R components |
secondary HVAC/R components are adjusted and balanced according to recommended operating parameters |
Range of Variables
- tools and equipment include: hand tools, multimeters, refractometers, thermometers, pressure gauges, instruments
- primary HVAC/R components include: metering devices, flow controls, pressure regulating valves, compressors, fans, pumps, dampers
- secondary HVAC/R components include: valves (balancing), pumps, fans, flow controls, temperature controls
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-11.04.01L |
demonstrate knowledge of setting up primary and secondary HVAC/R components |
identify types of tools and equipment used to set up primary and secondary HVAC/R components |
| describe the procedures used to set up primary and secondary HVAC/R components |
| identify types of HVAC/R primary components, their characteristics, applications and operation |
| identify types of HVAC/R secondary components, their characteristics, applications and operation |
| E-11.04.02L |
demonstrate knowledge of codes and regulations pertaining to primary and secondary HVAC/R components |
identify codes and regulations pertaining to primary and secondary HVAC/R components |
Range of Variables
- tools and equipment include: hand tools, multimeters, refractometers, thermometers, pressure gauges, instruments
- primary HVAC/R components include: metering devices, flow controls, pressure regulating valves, compressors, fans, pumps, dampers
- secondary HVAC/R components include: valves (balancing), pumps, fans, flow controls, temperature controls
Task E-12 Commissions control systems
Task Descriptor
Refrigeration and air conditioning mechanics perform start-up checks and set operating parameters of control systems to ensure that controls and safety components are set up correctly and to ensure proper operation of HVAC/R systems.
E-12.01 - Performs start-up checks for control systems
Essential Skills: Digital Technology, Thinking, Reading
E-12.01 - Performs start-up checks for control systems
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-12.01.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry standards |
| E-12.01.02P |
verify that electrical, pneumatic and electronic connections are completed |
electrical, pneumatic and electronic connections on controls are completed according to manufacturers’ specifications and jurisdictional regulations |
| E-12.01.03P |
apply power |
power is applied to energize system |
| E-12.01.04P |
check transformer output |
transformer output is checked to ensure correct secondary voltage and polarity |
Range of Variables
- tools and equipment include: thermometers, multimeters, electronic devices, instruments
- controls include: electrical, mechanical, electronic, pneumatic, wireless
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-12.01.01L |
demonstrate knowledge of performing start-up checks for control systems |
identify types of tools and equipment used to start up control systems |
| describe the procedures used to start up and commission control systems |
| describe the procedures used to verify basic electrical control circuit systems and components using schematic wiring diagrams |
| interpret information pertaining to HVAC/R electronic controls found on drawings, specifications and service manuals |
| describe the procedures used to perform a basic diagnosis of electronic controls |
| E-12.01.02L |
demonstrate knowledge of codes and regulations pertaining to HVAC/R control systems |
identify the codes and regulations pertaining to HVAC/R control systems |
| E-12.01.03L |
demonstrate knowledge of digital technology used with control systems |
describe the procedures used to start up control systems with digital technology |
Range of Variables
- tools and equipment include: thermometers, multimeters, electronic devices, instruments
E-12.02 - Verifies/sets operating parameters
Essential Skills: Thinking, Document Use, Digital Technology
E-12.02 - Verifies/sets operating parameters
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| Reference Code |
Performance Criteria |
Evidence of Attainment |
| E-12.02.01P |
select and use tools and equipment |
tools and equipment are selected and used according to industry practices |
| E-12.02.02P |
verify parameters |
parameters are verified according to manufacturers’ specifications, site conditions and client requirements |
| E-12.02.03P |
program controllers to a defined set of parameters |
controllers are programmed to a defined set of parameters |
| E-12.02.04P |
adjust operating controls |
operating controls are adjusted according to manufacturers’ specifications and client requirements |
| E-12.02.05P |
adjust parameter set points |
parameter set points are adjusted according to load requirements and ambient conditions |
| E-12.02.06P |
record operating parameters in start-up information sheets |
operating parameters are recorded in start-up information sheets for reference and warranty issues |
| E-12.02.07P |
calibrate components |
components are calibrated to ensure accurate readings from components to controllers |
| E-12.02.08P |
test operation of safety controls |
operation of safety controls is tested |
Range of Variables
- tools and equipment include: meters, gauges, hand tools, instruments
- parameters include: alarm, humidity, temperature, pressures, flow, levels
- controllers include: timers, microprocessors, analog and digital control systems, electronic devices
- operating controls include: thermostats, economizer controls, pressure switches
- components include: thermostats, pressure controls, transducers, pneumatic devices, enthalpy controllers
- safety controls include: high and low pressure switches, high and low temperature switches, compressor overload switch, oil pressure safety switch, flow switch
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| E-12.02.01L |
demonstrate knowledge of setting operating parameters |
identify types of tools and equipment used to set operating parameters |
| describe the procedures used to verify and set operating parameters |
| interpret information pertaining to control systems found on drawings and specifications |
| describe the procedures used to calibrate components |
| describe the procedures used to adjust parameter set points |
| E-12.02.02L |
demonstrate knowledge of codes and regulations pertaining to verifying and setting safety parameters |
identify and interpret codes and regulations pertaining to verifying and setting safety parameters |
Range of Variables
- tools and equipment include: meters, gauges, hand tools, instruments
- components include: thermostats, pressure controls, transducers, pneumatic devices, enthalpy controllers