Major Work Activity F - Performs maintenance and service

Table of Contents

Task F-13 Maintains HVAC/R systems

Task Descriptor

Refrigeration and air conditioning mechanics maintain systems to increase longevity, reliability and efficiency by analysing the system and ensuring safe operating conditions.

F-13.01 - Inspects HVAC/R systems

Essential Skills: Thinking, Document Use, Continuous Learning

F-13.01 - Inspects HVAC/R systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-13.01.01P select and use tools and test equipment tools and test equipment are selected and used
F-13.01.02P inspect monitoring equipment and system operational logs to identify operation history operational checks are performed according to manufacturer’s specifications and jurisdictional regulations
F-13.01.03P perform sensory inspection of system components sensory inspection of system components is performed to determine abnormalities and conformity to codes
F-13.01.04P perform safety and operational checks safety and operational checks are performed by simulating demand according to requirements, manufacturers’ recommendations and jurisdictional regulations
F-13.01.05P identify source of abnormalities source of abnormalities is identified
F-13.01.06P identify non-system items that may affect the overall efficiency of operation non-system items that may affect the overall efficiency of operation are identified
F-13.01.07P identify system components that need to be further investigated system components that need to be investigated are identified
F-13.01.08P determine additional service required additional service required is determined according to inspection results

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-13.01.01L demonstrate knowledge of HVAC/R systems, their applications and components explain the purpose and operation of HVAC/R systems and their components
identify sequence of operation required for correct operation of HVAC/R systems
F-13.01.02L demonstrate knowledge of inspecting HVAC/R systems identify types of tools and test equipment used to inspect HVAC/R systems
describe the procedures used to inspect HVAC/R systems and their components
identify HVAC/R system and component abnormalities, and describe their causes and procedures for repair
F-13.01.03L demonstrate knowledge of codes and regulations pertaining to HVAC/R systems interpret codes and regulations pertaining to HVAC/R systems

Range of Variables

F-13.02 - Performs predictive and scheduled maintenance on HVAC/R systems

Essential Skills: Thinking, Document Use, Continuous Learning

F-13.02 - Performs predictive and scheduled maintenance on HVAC/R systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-13.02.01.P select and use tools and equipment tools and equipment are selected and used according to task
F-13.02.02P replace consumables consumables are replaced according to manufacturers’ recommendations, maintenance schedule, normal wear and abnormalities
F-13.02.03P lubricate bearings, motors and linkages bearings, motors and linkages are lubricated as required
F-13.02.04P replace oil in gear boxes and compressors oil in gear boxes and compressors is replaced according to manufacturers’ recommendations
F-13.02.05P clean equipment components equipment components are cleaned to maintain system performance using system compatible cleaners
F-13.02.06P perform motor winding insulation tests motor winding insulation tests are performed to identify breakdown of winding and wire insulation
F-13.02.07P visually check and tighten electrical connections of system components electrical connections of system components are visually checked and tightened to prevent electrical failure
F-13.02.08P verify operation and calibration of safety devices operation and calibration of safety devices are verified according to manufacturers’ specifications
F-13.02.09P verify operation of system system is operating according to system design
F-13.02.10P update documents and on-site logbooks documents and on-site logbooks are updated according to company and client policies

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-13.02.01.L demonstrate knowledge of HVAC/R systems, their applications and components explain the purpose and operation of HVAC/R systems and their components
F-13.02.02L demonstrate knowledge of performing predictive and scheduled maintenance on HVAC/R systems identify types of tools and equipment used to perform maintenance on HVAC/R systems
describe the procedures used to maintain HVAC/R systems, components and accessories
describe the procedures used to recover and recycle refrigerants and oils
describe the procedures used to store and transport refrigerants, gases and oils
describe the procedures used to perform a basic diagnosis of electronic controls
identify sequence of operation required for proper function of HVAC/R systems
F-13.02.03L demonstrate knowledge of codes and regulations pertaining to HVAC/R systems interpret codes and regulations pertaining to HVAC/R systems

F-13.03 - Tests HVAC/R system components and accessories

Essential Skills: Thinking, Document Use, Continuous Learning

F-13.03 - Tests HVAC/R system components and accessories
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-13.03.01P select and use tools and test equipment tools and test equipment are selected and used according to system requirements
F-13.03.02P check refrigerant pressures and temperatures refrigerant pressures and temperatures are checked for system abnormalities
F-13.03.03P check heat transfer fluids including water, air and brine heat transfer fluids are checked for flow rate, pressure, velocity and temperature
F-13.03.04P test electrical supply and electrical components electrical supply and electrical components are tested for abnormalities
F-13.03.05P verify system requirements system requirements are within design specifications and system settings
F-13.03.06P test mechanical components and accessories mechanical components and accessories are tested for wear and abnormalities
F-13.03.07P retrieve oil and fluid samples and send for analysis oil and fluid samples are retrieved and sent for lab analysis and results are interpreted according to manufacturers’ recommendations
F-13.03.08P perform acid test on oil sample acid test is performed on oil sample to determine level of system contamination
F-13.03.09P check integrity of secondary heat transfer fluids secondary heat transfer fluids are checked for freeze point, pH, contaminants and protection
F-13.03.10P test and document operation of safety controls and devices operation of safety controls and devices are tested and documented
F-13.03.11P perform test procedures test procedures are performed according to manufacturers’ specifications

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-13.03.01L demonstrate knowledge of HVAC/R systems, their applications and components explain the purpose and operation of HVAC/R systems and their components
identify HVAC/R system abnormalities and describe their causes and procedures for repair
F-13.03.02L demonstrate knowledge of testing HVAC/R systems and components identify types of tools and test equipment and their procedures for use
describe the procedures used to verify system requirements
describe the procedures used to test electrical components
describe the procedures used to test mechanical components and accessories
identify factors that affect HVAC/R system capacity and performance
describe defrost cycle and operation
F-13.03.03L demonstrate knowledge of codes and regulations pertaining to HVAC/R systems interpret codes and regulations pertaining to HVAC/R systems

Range of Variables

Task F-14 Services HVAC/R systems

Task Descriptor

Refrigeration and air conditioning mechanics will use the most current procedures to troubleshoot, repair and retrofit a system, and to return it to optimal operation in a timely manner.

F-14.01 - Troubleshoots HVAC/R systems

Essential Skills: Thinking, Continuous Learning, Working with Others

F-14.01 - Troubleshoots HVAC/R systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-14.01.01P interview client client is interviewed about equipment concerns and history
F-14.01.02P select and use tools and equipment tools and equipment are selected and used to diagnose problems based on information obtained
F-14.01.03P interpret temperature, pressure, concentration, flow rate and velocity readings from primary and secondary systems temperature, pressure, concentration, flow rate and velocity readings from primary and secondary systems are interpreted
F-14.01.04P use electrical schematics and diagrams to diagnose problems electrical schematics and diagrams are used to diagnose problems
F-14.01.05P perform troubleshooting procedures on primary and secondary systems troubleshooting procedures are performed on primary and secondary systems according to industry practices
F-14.01.06P interpret data data is interpreted to identify cause of problems
F-14.01.07P identify components and accessories that need to be replaced or repaired components and accessories that need to be replaced or repaired are identified
F-14.01.08P present options for repair, replacement or improvement and complete documentation requirements options for repair, replacement or improvement are presented and documentation requirements completed

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-14.01.01L demonstrate knowledge of HVAC/R systems, their applications and components identify types of HVAC systems and describe their characteristics and applications
identify types of HVAC components and describe their characteristics and applications
identify types of HVAC accessories and describe their characteristics and applications
identify types of refrigeration systems and describe their characteristics and applications
identify types of refrigeration components and describe their characteristics and applications
identify types of refrigeration accessories 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
explain the purpose and operation of air movement and indoor air quality (IAQ) components
F-14.01.02L demonstrate knowledge of procedures used to troubleshoot HVAC/R systems identify types of tools and equipment used to troubleshoot HVAC/R systems
describe the procedures used to troubleshoot HVAC/R systems and their components
identify HVAC/R system and component problems, and describe their causes
identify pressure and temperature scales, and describe the procedures used to perform conversion calculations
describe the procedures used to troubleshoot HVAC/R electronic components and control boards
identify troubleshooting techniques using schematics and wiring diagrams and describe their associated procedures
interpret information pertaining to HVAC/R systems and components found on drawings, specifications and service manuals
identify types of air distribution systems and their components, and describe the procedures used to troubleshoot them
describe the procedures used to troubleshoot electrical control circuit systems and components using schematic wiring diagrams
identify the sequence of operations and procedures used to troubleshoot
F-14.01.03L demonstrate knowledge of codes and regulations pertaining to HVAC/R systems interpret codes and regulations pertaining to HVAC/R systems

Range of Variables

F-14.02 - Repairs HVAC/R systems

Essential Skills: Thinking, Continuous Learning, Working with Others

F-14.02 - Repairs HVAC/R systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-14.02.01P select and use tools and equipment tools and equipment are selected and used according to task being performed
F-14.02.02P shut down and/or isolate failed component or accessory failed component or accessory is shut down and/or isolated for repair using procedures according to system configuration
F-14.02.03P recover refrigerant refrigerant is recovered and measured according to recovery procedures
F-14.02.04P drain, store, dispose of and refill/recharge lubricants, fluids and heat transfer fluids including oils, water, brine and glycol lubricants, fluids and heat transfer fluids including oils, water, brine and glycol are drained, disposed, stored and refilled/recharged according to jurisdictional regulations and manufacturers’ recommendations
F-14.02.05P protect system from contamination system is protected from contamination using protection methods
F-14.02.06P select compatible replacement components compatible replacement components are selected according to manufacturers’ specifications, jurisdictional regulations, certifications and job requirements
F-14.02.07P repair or replace HVAC/R components and accessories HVAC/R components and accessories are repaired or replaced according to requirements
F-14.02.08P perform pressure and leak tests pressure and leak tests are performed according to codes
F-14.02.09P evacuate system system is evacuated according to industry practices, jurisdictional regulations and manufacturers’ specifications
F-14.02.10P retrofit system refrigerant/oil, as required retrofit is completed according to manufacturers’ specifications, codes and jurisdictional regulations
F-14.02.11P charge/add refrigerant refrigerant is charged/added according to charging procedures
F-14.02.12P test operation of system operation of the system is tested to verify performance is within parameters and according to system design
F-14.02.13P update documents, on-site logbooks and operating and maintenance instructions documents, on-site logbooks and operating and maintenance instructions are updated according to company and client policies, and jurisdictional regulations
F-14.02.14P present options for additional repair, replacement or improvement options for additional repair, replacement or improvement are presented

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-14.02.01L demonstrate knowledge of HVAC/R systems, their applications and components identify HVAC/R systems, their applications and components
explain the purpose and operation of HVAC/R systems and their components
F-14.02.02L demonstrate knowledge of repairing HVAC/R systems identify types of tools and equipment used to repair HVAC/R systems
identify HVAC/R system and component failures, and describe their causes and procedures for repair
identify air and secondary refrigerant distribution systems, and component failures, and describe their causes and procedures for repair
F-14.02.03L demonstrate knowledge of codes and regulations pertaining to HVAC/R systems identify and interpret codes and regulations pertaining to HVAC/R systems
F-14.02.04L demonstrate knowledge of codes and regulations pertaining to HVAC/R refrigerant and oil retrofits identify codes and regulations pertaining to retrofit requirements
identify safety regulations pertaining to retrofitting HVAC/R systems
F-14.02.05L demonstrate knowledge of procedures used to retrofit refrigerant and oil in HVAC/R systems identify procedures used to retrofit refrigerant and oil in HVAC/R systems

Range of Variables

Task F-15 Maintains and services control systems

Task Descriptor

Control systems need to be maintained to ensure accuracy, reliability and efficiency of systems. Maintenance includes routine inspection, testing and calibration activities. When control systems malfunction, refrigeration and air conditioning mechanics need to troubleshoot and repair or replace the system components.

F-15.01 - Performs maintenance and inspection on control systems

Essential Skills: Thinking, Writing, Working with Others

F-15.01 - Performs maintenance and inspection on control systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-15.01.01P select and use tools and equipment tools and equipment are selected and used according to task being performed
F-15.01.02P perform visual inspection of control systems and control system components visual inspection of control systems and control system components is performed according to manufacturers’ specifications, client requirements and jurisdictional regulations
F-15.01.03P perform run checks run checks are performed to determine sequence of operations according to system documentation
F-15.01.04P verify safety controls safety controls are within system parameters according to jurisdictional regulations
F-15.01.05P perform test procedures test procedures are performed according to manufacturers’ specifications, client requirements and jurisdictional regulations
F-15.01.06P secure and clean connections on control system components connections are secured and cleaned on control system components
F-15.01.07P identify components that need to be replaced or repaired components that need to be replaced or repaired are identified
F-15.01.08P present options for additional repair, replacement or improvement options for additional repair, replacement or improvement are presented

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-15.01.01L demonstrate knowledge of control systems, their applications and components explain the purpose and operation of control systems and their components
F-15.01.02L demonstrate knowledge of the procedures used to maintain control systems and their components identify types of tools and equipment used to perform maintenance on control systems and their components
describe the procedures used to maintain control systems and their components
describe the procedures used to inspect control systems and their components
describe sequence of operation required for proper function of control systems
describe the procedures used to perform a diagnosis of controls
interpret information pertaining to control systems and their components found on manufacturers’ specifications and maintenance schedule
describe communication protocols for control systems
F-15.01.03L demonstrate knowledge of codes and regulations pertaining to control systems interpret codes and regulations pertaining to control systems

Range of Variables

F-15.02 - Troubleshoots control systems

Essential Skills: Thinking, Reading, Continuous Learning

F-15.02 - Troubleshoots control systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-15.02.01P discuss client concerns about equipment client’s concerns about equipment are discussed
F-15.02.02P select and use tools and equipment tools and equipment are selected and used to diagnose problem based on information obtained from client
F-15.02.03P use system documentation and schematics system documentation and schematics are used to diagnose problems
F-15.02.04P interpret system readings system readings are interpreted from gathered information
F-15.02.05P identify problems problems are identified by sensory inspection and use of test equipment
F-15.02.06P combine system readings and data system readings and data are interpreted to identify cause and source of problem
F-15.02.07P identify components or accessories that need to be reconfigured, repaired or replaced components or accessories that need to be reconfigured, repaired or replaced are identified
F-15.02.08P present options for reconfiguration, repair, replacement or improvement options for reconfiguration, repair, replacement or improvement are presented

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-15.02.01L demonstrate knowledge of schematics and wiring diagrams define terminology associated with schematic wiring diagrams
identify symbols on schematics and wiring diagrams and their application
interpret schematics and wiring diagrams
F-15.02.02L demonstrate knowledge of the procedures used to troubleshoot control systems identify tools and equipment used with control systems, and describe their applications and procedures for use
describe the procedures used to inspect control systems and their components
describe the procedures used to troubleshoot control systems
F-15.02.03L demonstrate knowledge of codes and regulations pertaining to control systems interpret codes and regulations pertaining to control systems

Range of Variables

F-15.03 - Calibrates operating and safety controls

Essential Skills: Thinking, Numeracy, Continuous Learning

F-15.03 - Calibrates operating and safety controls
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-15.03.01P select and use tools and equipment tools and equipment are selected and used according to task being performed
F-15.03.02P test and record conditions conditions are tested and recorded to compare to system settings
F-15.03.03P verify that operating and safety controls operate at system design settings operating and safety controls operate according to system design settings and jurisdictional regulations
F-15.03.04P adjust controls that are operating outside parameters controls are adjusted to meet parameters according to jurisdictional regulations
F-15.03.05P identify and replace faulty controls that cannot be calibrated faulty controls that cannot be calibrated are replaced according to jurisdictional regulations
F-15.03.06P update documentation and on-site logbooks documentation and on-site logbooks are updated according to jurisdictional regulations and company and client policies
F-15.03.07P repair or replace cabling and wiring cabling and wiring are installed and terminated according to manufacturers’ specifications, job requirements and industry practices
F-15.03.08P communicate with stakeholders stakeholders are communicated with using various methods according to job specifications and jurisdictional regulations

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-15.03.01L demonstrate knowledge of calibrating operating and safety controls identify tools and equipment used to calibrate operating and safety controls, and describe their applications and procedures for use
describe the procedures used to calibrate operating and safety controls
F-15.03.02L demonstrate knowledge of codes and regulations pertaining to control systems interpret codes and regulations pertaining to control systems

Range of Variables

F-15.04 - Repairs control systems

Essential Skills: Thinking, Working with Others, Continuous Learning

F-15.04 - Repairs control systems
NL NS PE NB QC ON MB SK AB BC NT YT NU
yes yes yes yes NV yes yes yes yes yes NV NV NV
Skills
Reference Code Performance Criteria Evidence of Attainment
F-15.04.01P select and use tools and equipment tools and equipment are selected and used according to task being performed
F-15.04.02P select compatible and acceptable replacement control system component compatible and acceptable replacement control system component is selected according to manufacturers’ specifications, availability and retrofit requirements
F-15.04.03P adjust, repair or replace control system components, wiring, cabling and connections that are operating outside parameters control system components, wiring, cabling and connections that are operating outside parameters are adjusted, repaired or replaced
F-15.04.04P test operation of repaired or replaced control system component operation of repaired or replaced control system component is tested
F-15.04.05P update control system schematics, documentation and on-site logbooks control system schematics, documentation and on-site logbooks are updated according to jurisdictional regulations and company and client policies

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
F-15.04.01L demonstrate knowledge of repairing control systems identify tools and equipment used to repair control systems, and describe their applications and procedures for use
identify control system failures and describe their causes and sources
explain procedures used to isolate, de-energize and lock out control systems
describe procedures used to repair control systems, components, wiring, cabling and connections
F-15.04.02L demonstrate knowledge of codes and regulations pertaining to control systems interpret codes and regulations pertaining to control systems

Range of Variables