Major Work Activity D - Performs installation
Table of Contents
- Task D-11 Installs HVAC/R systems
- D-11.01 Confirms system layout
- D-11.02 Assembles HVAC/R equipment, components and accessories
- D-11.03 Places HVAC/R equipment, components and accessories
- D-11.04 Retrofits HVAC/R equipment refrigerants and refrigerant oils
- D-11.05 Retrofits HVAC/R equipment, components and accessories
- D-11.06 Installs fasteners, brackets and hangers
- D-11.07 Installs HVAC/R piping and tubing
- D-11.08 Applies HVAC/R holding charge
- Task D-12 Installs control systems
Task D-11 Installs HVAC/R systems
Task Descriptor
Refrigeration and air conditioning mechanics assemble, place, secure and connect components of HVAC/R systems for all types of applications such as residential, commercial, industrial and institutional. They also perform retrofits to replace old equipment and integrate high efficiency systems with existing systems.
D-11.01 - Confirms system layout
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-11.01.01P | verify that equipment matches material take-offs | equipment is verified that it matches material take-offs to ensure correct components are installed |
| D-11.01.02P | determine modifications for HVAC and refrigeration system equipment, components and accessories | HVAC and refrigeration system equipment, components and accessories and their locations are modified to accommodate actual site conditions and equipment |
| D-11.01.03P | verify site measurements and clearance for HVAC and refrigeration system equipment, components and accessories and their location/orientation | site measurements and clearance for HVAC and refrigeration system equipment, components and accessories and their location/orientation are verified for serviceability and overall function |
| D-11.01.04P | verify utilities | required utilities are available |
Range of Variables
- HVAC systems include: air conditioning systems, heat pump systems, packaged units, split systems, ductless split systems, VRF, chillers, geothermal systems, CRAC units, field built-up systems, inverter driven systems, humidification systems, dehumidification systems, heat reclaim equipment, HRVs, ERVs, district heating and cooling systems, evaporative coolers, hydronic systems
- refrigeration systems include: coolers, freezers, food/beverage equipment, ice machines, supermarket and warehouse systems, plate freezers, blast coolers and freezers, compound systems, process refrigeration systems, chillers, cooling towers, ice rinks, refrigerated containers, marine refrigeration systems, ultra-low systems, cascade systems, cryogenic systems, adsorption and absorption systems
- HVAC/R components include: compressors, condensers, metering devices, evaporators, remote air-cooled condensers, filter driers, sight glasses, valves, regulators, receivers, pressure vessels, heat exchangers, vibration eliminators, liquid pumps, temperature sensors, pressure transducers, fans, blowers, air filters, economizers, controllers, oil management devices, insulation, condensate drains, supply diffusers, return grilles, dampers, flow switches
- accessories include: pressure controls, temperature controls, safety controls, time clocks, defrost controls, crankcase heaters, pipe hangers and clamps, solenoid valves, regulating valves, check valves, oil separators, accumulators, stands and supports, condensate pumps, IAQ devices
- utilities include: electrical, gas, water
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-11.01.01L | demonstrate knowledge of procedures to confirm HVAC/R system layout | interpret information found on material take-offs |
| identify factors to consider when modifying HVAC and refrigeration system components and accessories or their location | ||
| identify utilities required for HVAC and refrigeration systems | ||
| identify types of energy sources and describe their application | ||
| describe procedures to prepare for HVAC and refrigeration system installations |
Range of Variables
- HVAC systems include: air conditioning systems, heat pump systems, packaged units, split systems, ductless split systems, VRF, chillers, geothermal systems, CRAC units, field built-up systems, inverter driven systems, humidification systems, dehumidification systems, heat reclaim equipment, HRVs, ERVs, district heating and cooling systems, evaporative coolers, hydronic systems
- refrigeration systems include: coolers, freezers, food/beverage equipment, ice machines, supermarket and warehouse systems, plate freezers, blast coolers and freezers, compound systems, process refrigeration systems, chillers, cooling towers, ice rinks, refrigerated containers, marine refrigeration systems, ultra-low systems, cascade systems, cryogenic systems, adsorption and absorption systems
- HVAC/R components include: compressors, condensers, metering devices, evaporators, remote air-cooled condensers, filter driers, sight glasses, valves, regulators, receivers, pressure vessels, heat exchangers, vibration eliminators, liquid pumps, temperature sensors, pressure transducers, fans, blowers, air filters, economizers, controllers, oil management devices, insulation, condensate drains, supply diffusers, return grilles, dampers, flow switches
- accessories include: pressure controls, temperature controls, safety controls, time clocks, defrost controls, crankcase heaters, pipe hangers and clamps, solenoid valves, regulating valves, check valves, oil separators, accumulators, stands and supports, condensate pumps, IAQ devices
- energy sources include: electric, natural gas, propane, fossil fuels, solar, pneumatics, alternative fuels, steam, water
D-11.02 - Assembles HVAC/R equipment, components and accessories
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-11.02.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| D-11.02.02P | unpack and perform pre-assembly check of HVAC and refrigeration system equipment, components and accessories | HVAC and refrigeration system equipment, components and accessories are unpacked to ensure quantity and type are correct, in good condition, and are compatible with utilities/energy sources, and installation and job specifications |
| D-11.02.03P | modify or adjust HVAC and refrigeration system equipment, components and accessories including orientation, flow direction, add-on kits and rotations | HVAC and refrigeration system equipment, components and accessories including orientation, flow direction, add‑on kits and rotations are modified or adjusted to match system orientation and design |
| D-11.02.04P | confirm final assembly of components and accessories | final assembly of components and accessories is confirmed according to jurisdictional regulations and manufacturers’ specifications |
Range of Variables
- tools and equipment include: hand tools, power tools, rigging and hoisting equipment
- HVAC systems include: air conditioning systems, heat pump systems, packaged units, split systems, ductless split systems, VRF, chillers, geothermal systems, CRAC units, field built-up systems, inverter driven systems, humidification systems, dehumidification systems, heat reclaim equipment, HRVs, ERVs, district heating and cooling systems, evaporative coolers, hydronic systems
- refrigeration systems include: coolers, freezers, food/beverage equipment, ice machines, supermarket and warehouse systems, plate freezers, blast coolers and freezers, compound systems, process refrigeration systems, chillers, cooling towers, ice rinks, refrigerated containers, marine refrigeration systems, ultra-low systems, cascade systems, cryogenic systems, adsorption and absorption systems
- HVAC/R components include: compressors, condensers, metering devices, evaporators, remote air-cooled condensers, filter driers, sight glasses, valves, regulators, receivers, pressure vessels, heat exchangers, vibration eliminators, liquid pumps, temperature sensors, pressure transducers, fans, blowers, air filters, economizers, controllers, oil management devices, insulation, condensate drains, supply diffusers, return grilles, dampers, flow switches
- accessories include: pressure controls, temperature controls, safety controls, time clocks, defrost controls, crankcase heaters, pipe hangers and clamps, solenoid valves, regulating valves, check valves, oil separators, accumulators, stands and supports, condensate pumps, IAQ devices
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-11.02.01L | demonstrate knowledge of assembling HVAC and refrigeration system equipment, components and accessories | identify tools and equipment used for assembling HVAC and refrigeration system equipment, components and accessories, and describe their applications and procedures for use |
| interpret information pertaining to HVAC and refrigeration system equipment, components and accessories found on drawings and manufacturers’ specifications | ||
| identify factors to consider when assembling HVAC and refrigeration system equipment, components and accessories | ||
| identify components and accessories used in assembly of HVAC and refrigeration systems, and describe their characteristics and applications | ||
| identify hazards and describe safe work practices when assembling HVAC and refrigeration systems |
Range of Variables
- HVAC systems include: air conditioning systems, heat pump systems, packaged units, split systems, ductless split systems, VRF, chillers, geothermal systems, CRAC units, field built-up systems, inverter driven systems, humidification systems, dehumidification systems, heat reclaim equipment, HRVs, ERVs, district heating and cooling systems, evaporative coolers, hydronic systems
- refrigeration systems include: coolers, freezers, food/beverage equipment, ice machines, supermarket and warehouse systems, plate freezers, blast coolers and freezers, compound systems, process refrigeration systems, chillers, cooling towers, ice rinks, refrigerated containers, marine refrigeration systems, ultra-low systems, cascade systems, cryogenic systems, adsorption and absorption systems
- HVAC/R components include: compressors, condensers, metering devices, evaporators, remote air-cooled condensers, filter driers, sight glasses, valves, regulators, receivers, pressure vessels, heat exchangers, vibration eliminators, liquid pumps, temperature sensors, pressure transducers, fans, blowers, air filters, economizers, controllers, oil management devices, insulation, condensate drains, supply diffusers, return grilles, dampers, flow switches
- accessories include: pressure controls, temperature controls, safety controls, time clocks, defrost controls, crankcase heaters, pipe hangers and clamps, solenoid valves, regulating valves, check valves, oil separators, accumulators, stands and supports, condensate pumps, IAQ devices
- tools and equipment include: hand tools, power tools, rigging and hoisting equipment
- factors to consider include: component placement, tool requirements, material list, scheduling
D-11.03 - Places HVAC/R equipment, components and accessories
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-11.03.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| D-11.03.02P | install anchors and supports | anchors and supports are installed according to jurisdictional regulations and manufacturers’ specifications |
| D-11.03.03P | install isolation components | isolation components are installed to eliminate vibration transmission and noise |
| D-11.03.04P | secure HVAC and refrigeration system equipment, components and accessories | HVAC and refrigeration system equipment, components and accessoriesare secured according to jurisdictional regulations and manufacturers’ specifications |
Range of Variables
- tools and equipment include: chain falls, lifts, ladders, scaffolding, wrenches, measuring tapes, laser levels
- anchors and supports include: hangers, straps, seismic restraints, fasteners, threaded rods, brackets, manufactured stands
- isolation components include: spring isolators, cork/rubber pads, canvas connectors, vibration eliminators
- HVAC systems include: air conditioning systems, heat pump systems, packaged units, split systems, ductless split systems, VRF, chillers, geothermal systems, CRAC units,field built-up systems, inverter driven systems, humidification systems, dehumidification systems, heat reclaim equipment, HRVs, ERVs, district heating and cooling systems, evaporative coolers, hydronic systems
- refrigeration systems include: coolers, freezers, food/beverage equipment, ice machines, supermarket and warehouse systems, plate freezers, blast coolers and freezers, compound systems, process refrigeration systems, chillers, cooling towers, ice rinks, refrigerated containers, marine refrigeration systems, ultra-low systems, cascade systems, cryogenic systems, adsorption and absorption systems
- HVAC/R components include: compressors, condensers, metering devices, evaporators, remote air-cooled condensers, filter driers, sight glasses, valves, regulators, receivers, pressure vessels, heat exchangers, vibration eliminators, liquid pumps, temperature sensors, pressure transducers, fans, blowers, air filters, economizers, controllers, oil management devices, insulation, condensate drains, supply diffusers, return grilles, dampers, flow switches
- accessories include: pressure controls, temperature controls, safety controls, time clocks, defrost controls, crankcase heaters, pipe hangers and clamps, solenoid valves, regulating valves, check valves, oil separators, accumulators, stands and supports, condensate pumps, IAQ devices
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-11.03.01L | demonstrate knowledge of HVAC and refrigeration system equipment, components and accessories, characteristics, applications and operation | identify types of evaporators and their components, and describe their characteristics, applications and operation |
| identify types of compressors, and describe their characteristics, applications and operation | ||
| identify types of metering devices and their components, and describe their characteristics, applications and operation | ||
| identify types of motors and their components, and describe their characteristics, applications and operation | ||
| identify types of condensers/gas coolers and their components, and describe their characteristics, applications and operation | ||
| identify types of fluid coolers and their components, and describe their characteristics, applications and operation | ||
| D-11.03.02L | demonstrate knowledge of HVAC systems, their characteristics, applications and operation | identify types of HVAC systems and describe their characteristics, applications and operation |
| identify types of auxiliary heat rejection devices and their components, and describe their characteristics, applications and operation | ||
| identify alternative heat transfer devices and describe their characteristics, applications and operation | ||
| D-11.03.03L | demonstrate knowledge of refrigeration systems, their components, accessories, characteristics, applications and operation | identify types of chillers and their components, and describe their characteristics, applications and operation |
| identify types of industrial refrigeration systems and describe their characteristics, applications and operation | ||
| identify types of refrigerant flow controls, and describe their characteristics, applications and operation | ||
| identify types of refrigeration valves and describe their characteristics, applications and operation | ||
| identify types of refrigeration accessory devices and describe their characteristics, applications and operation | ||
| D-11.03.04L | demonstrate knowledge of heat pump systems, their components, accessories, characteristics, applications and operation | identify types of heat pump systems and their components and accessories, and describe their characteristics, applications and operation |
| describe backup heating and supplemental heating for heat pumps | ||
| describe operation of defrost cycle as it relates to heat pumps | ||
| explain control sequences for heat pumps | ||
| explain how variable speed and capacity affect heat pump performance and efficiency | ||
| describe water/fluid quality as it relates to open and closed loop systems | ||
| D-11.03.05L | demonstrate knowledge of placing HVAC and refrigeration system equipment, components and accessories | identify tools and equipment used for placing HVAC and refrigeration system equipment, components and accessories, and describe their applications and procedures for use |
| describe anchors and supports used to place HVAC and refrigeration system equipment | ||
| identify types of isolation components used to eliminate vibration transmission and noise | ||
| identify hazards and describe safe work practices pertaining to HVAC and refrigeration system equipment installations | ||
| describe procedures to place HVAC and refrigeration system equipment | ||
| interpret documentation for HVAC and refrigeration system installations | ||
| D-11.03.06L | demonstrate knowledge of codes and regulations pertaining to HVAC and refrigeration systems | interpret codes and regulations pertaining to HVAC and refrigeration systems |
Range of Variables
- HVAC systems include: air conditioning systems, heat pump systems, packaged units, split systems, ductless split systems, VRF, chillers, geothermal systems, CRAC units,field built-up systems, inverter driven systems, humidification systems, dehumidification systems, heat reclaim equipment, HRVs, ERVs, district heating and cooling systems, evaporative coolers, hydronic systems
- refrigeration systems include: coolers, freezers, food/beverage equipment, ice machines, supermarket and warehouse systems, plate freezers, blast coolers and freezers, compound systems, process refrigeration systems, chillers, cooling towers, ice rinks, refrigerated containers, marine refrigeration systems, ultra-low systems, cascade systems, cryogenic systems, adsorption and absorption systems
- HVAC/R components include: compressors, condensers, metering devices, evaporators, remote air-cooled condensers, filter driers, sight glasses, valves, regulators, receivers, pressure vessels, heat exchangers, vibration eliminators, liquid pumps, temperature sensors, pressure transducers, fans, blowers, air filters, economizers, controllers, oil management devices, insulation, condensate drains, supply diffusers, return grilles, dampers, flow switches
- accessories include: pressure controls, temperature controls, safety controls, time clocks, defrost controls, crankcase heaters, pipe hangers and clamps, solenoid valves, regulating valves, check valves, oil separators, accumulators, stands and supports, condensate pumps, IAQ devices
- evaporators include:direct expansion, flooded and liquid overfeed, forced and induced, brazed plate, primary and secondary surface, chiller barrel (fluid cooler)
- evaporator components include:drain pan heaters, evaporator fans and controls, drain lines, flow switches, defrost heaters
- compressors include: reciprocating, scroll, rotary, screw, centrifugal, swing, linear
- metering devices include: hand expansion valve, piston, capillary tube, thermostatic expansion valve, automatic expansion valve, electronic expansion valve, electric expansion valve, high side and low side float control valve, orifice plate
- motors include:multi-lead, dual-voltage, multi-speed, ECM, inverter, 3 phase
- condensers/gas coolers include: air-cooled, water-cooled, evaporative, adiabatic
- condenser/gas cooler components include: fans, centrifugal pumps, fill, eliminators
- auxiliary heat rejection devices include: adiabatic heat exchanger, cooling towers (open and closed), evaporative coolers, internal and external sumps
- alternative heat transfer devices include: eutectic plates, plate and frame
- characteristics (of alternative heat transfer devices)include:counter flow, cross flow, parallel flow
- chillers include: direct expansion, flooded, absorption
- chiller components include: compressors, oil pumps, condensers, purge units, chiller barrels, metering devices
- industrial refrigeration systems include: parallel, compound, cascade, flooded, low-charge
- refrigerant flow controls include: direct-acting, reverse-acting, pilot-operated, pressure regulators, reversing valves
- refrigeration valves include: safety, metering, service/access, flow controls
- refrigeration accessory devices include: regulators, filters and driers, liquid/moisture indicators, suction accumulators, oil separators, liquid receivers, pressure relief devices, heat exchangers
- heat pump systems include: air-to-air, liquid-to-air, liquid-to-liquid, air-to-liquid, geothermal, solar, variable speed, VRF, dual fuel
- tools and equipment include: chain falls, lifts, ladders, scaffolding, wrenches, measuring tapes, laser levels
- anchors and supports include: hangers, straps, seismic restraints, fasteners, threaded rods, brackets, manufactured stands
- isolation components include: spring isolators, cork/rubber pads, canvas connectors, vibration eliminators
- documentation includes: start-up reports, commissioning reports, warranty documentation, environmental refrigeration documentation, record of pressure level, jurisdictional requirements, manufacturers’ requirements, logbooks
- codes and regulations include: CSA codes (B51, B52, B149), CEC, decibel noise level, seismic and hurricane restraints, jurisdictional
D-11.04 - Retrofits HVAC/R equipment refrigerants and refrigerant oils
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-11.04.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| D-11.04.02P | identify refrigerant oil used in existing HVAC/R system | refrigerant oil being used in existing HVAC/R system is identified |
| D-11.04.03P | drain refrigerant oil | refrigerant oil is drained |
| D-11.04.04P | add recommended refrigerant oil to HVAC/R system prior to retrofitting | recommended refrigerant oil is added to HVAC/R system prior to retrofitting if existing refrigerant oil is different than retrofitted refrigerant oil |
| D-11.04.05P | recover refrigerant | refrigerant is recovered according to best practices |
| D-11.04.06P | replace components | components are replaced |
| D-11.04.07P | change or adjust metering device if required | metering device is changed or adjusted according to refrigerant manufacturers’ specifications if required |
| D-11.04.08P | clean base screens | base screens are cleaned |
| D-11.04.09P | evacuate system | system is evacuated |
| D-11.04.10P | add new refrigerant | new refrigerant is added according to design specifications |
| D-11.04.11P | set up system operation with new refrigerant | system is operational with new refrigerant |
| D-11.04.12P | set up system super heat at compressor | system super heat at compressor is set up according to manufacturers’ specifications |
| D-11.04.13P | check pressure drop on filters after adequate run time and replace if required | pressure drop on filters is checked after adequate run time, and filters are replaced if required |
| D-11.04.14P | check refrigerant oil quality after adequate run time and replace if required | refrigerant oil quality is checked after adequate run time and replaced if required |
Range of Variables
- tools and equipment include: gauge manifolds, thermometers, refractometers, air and water cooled refrigerant recovery and recycle units, refrigerant hoses, refrigerant cylinders, weigh scales, valve core removal tools, valve core depressors, A1, A2L and A3 rated equipment, access fitting adapters, smart probes, cylinder heaters, portable ventilation equipment, fire extinguishers, liquid refrigerant pumps, PPE (e.g., masks, safety eyewear, personal monitors, gloves)
- refrigerant oils include: mineral, AB, POE, PVE, PAG, PAO
- refrigerants include: primary (CFC, HFC, HFO, HCFC, HC), natural (R-744, R-717), secondary (water, glycol solutions, brine solutions)
- components include: gaskets, O-rings, filter driers, suction filters, oil filters
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-11.04.01L | demonstrate knowledge of refrigerants and refrigerant oils | define terminology associated with HVAC/R refrigerants and refrigerant oils |
| identify types of refrigerants and refrigerant oils used to retrofit HVAC/R equipment, and describe their characteristics and applications | ||
| D-11.04.02L | demonstrate knowledge of retrofitting HVAC/R equipment refrigerants and refrigerant oils | identify tools and equipment used to retrofit HVAC/R equipment refrigerants and refrigerant oils, and describe their applications and procedures for use |
| describe procedures to retrofit HVAC/R equipment refrigerants and refrigerant oils | ||
| D-11.04.03L | demonstrate knowledge of training and certification requirements to retrofit HVAC/R equipment refrigerants and refrigerant oils | identify training and certification requirements to retrofit HVAC/R equipment refrigerants and refrigerant oils |
| D-11.04.04L | demonstrate knowledge of regulatory requirements pertaining to refrigerants and refrigerant oils | interpret standards, codes and regulations pertaining to refrigerants and refrigerant oils |
Range of Variables
- refrigerants include: primary (CFC, HFC, HFO, HCFC, HC), natural (R-744, R-717), secondary (water, glycol solutions, brine solutions)
- refrigerant oils include: mineral, AB, POE, PVE, PAG, PAO
- characteristics include: glide, fractionation, saturation, dew point, bubble point, flammability, subcooled, superheated, triple point (R-744)
- tools and equipment include: gauge manifolds, thermometers, refractometers, air and water cooled refrigerant recovery and recycle units, refrigerant hoses, refrigerant cylinders, weigh scales, valve core removal tools, valve core depressors, A1, A2L and A3 rated equipment, access fitting adapters, smart probes, cylinder heaters, portable ventilation equipment, fire extinguishers, liquid refrigerant pumps, PPE (e.g., masks, safety eyewear, personal monitors, gloves)
D-11.05 - Retrofits HVAC/R equipment, components and accessories
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-11.05.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| D-11.05.02P | isolate energy sources | energy sources are isolated using lock-out and tag-out procedures |
| D-11.05.03P | remove refrigerant and dispose of, store or reclaim | refrigerant is removed and disposed of, stored or reclaimed according to client’s requirements, codes and jurisdictional regulations |
| D-11.05.04P | disconnect existing HVAC and refrigeration system equipment from wiring, piping and ducting | existing HVAC and refrigeration system equipment is disconnected from wiring, piping and ducting |
| D-11.05.05P | document disconnections for future reference | disconnections are documented for future reference |
| D-11.05.06P | take measurements | measurements are taken to ensure that HVAC and refrigeration system equipment will fit in location |
| D-11.05.07P | remove and dispose of existing HVAC and refrigeration system equipment | existing HVAC and refrigeration system equipment is removed according to client’s requirements and jurisdictional regulations |
| D-11.05.08P | install HVAC and refrigeration system equipment, components and accessories | HVAC and refrigeration system equipment, components and accessories are installed according to manufacturers’ specifications, codes and jurisdictional regulations |
| D-11.05.09P | integrate HVAC and refrigeration system equipment with supplemental systems | HVAC and refrigeration system equipment is integrated with supplemental systems |
| D-11.05.10P | update documentation | documentation is updated to reflect changes |
Range of Variables
- tools and equipment include: chain falls, lifts, ladders, scaffolding, wrenches, measuring tapes, laser levels
- HVAC systems include: air conditioning systems, heat pump systems, packaged units, split systems, ductless split systems, VRF, chillers, geothermal systems, CRAC units,field built-up systems, inverter driven systems, humidification systems, dehumidification systems, heat reclaim equipment, HRVs, ERVs, district heating and cooling systems, evaporative coolers, hydronic systems
- refrigeration systems include: coolers, freezers, food/beverage equipment, ice machines, supermarket and warehouse systems, plate freezers, blast coolers and freezers, compound systems, process refrigeration systems, chillers, cooling towers, ice rinks, refrigerated containers, marine refrigeration systems, ultra-low systems, cascade systems, cryogenic systems, adsorption and absorption systems
- HVAC/R components include: compressors, condensers, metering devices, evaporators, remote air-cooled condensers, filter driers, sight glasses, valves, regulators, receivers, pressure vessels, heat exchangers, vibration eliminators, liquid pumps, temperature sensors, pressure transducers, fans, blowers, air filters, economizers, controllers, oil management devices, insulation, condensate drains, supply diffusers, return grilles, dampers, flow switches
- accessories include: pressure controls, temperature controls, safety controls, time clocks, defrost controls, crankcase heaters, pipe hangers and clamps, solenoid valves, regulating valves, check valves, oil separators, accumulators, stands and supports, condensate pumps, IAQ devices
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-11.05.01L | demonstrate knowledge of HVAC and refrigeration systems, their components, accessories, characteristics, applications and operation | identify types of HVAC and refrigeration systems and their components and accessories, and describe their characteristics and applications |
| D-11.05.02L | demonstrate knowledge of retrofitting HVAC and refrigeration system equipment, components and accessories | identify types of heating systems that can be retrofitted with heat pump systems |
| identify factors to consider when retrofitting HVAC and refrigeration systems | ||
| D-11.05.03L | demonstrate knowledge of procedures to retrofit HVAC and refrigeration system equipment, components and accessories | identify tools and equipment used to install HVAC and refrigeration system equipment, components and accessories, and describe their applications and procedures for use |
| identify hazards and describe safe work practices to retrofit HVAC and refrigeration system equipment, components and accessories | ||
| describe procedures to retrofit HVAC and refrigeration system equipment, components and accessories | ||
| D-11.05.04L | demonstrate knowledge of training and certification requirements to retrofit HVAC and refrigeration system equipment, components and accessories | identify training and certification requirements to retrofit HVAC and refrigeration system equipment, components and accessories |
| D-11.05.05L | demonstrate knowledge of standards, codes and regulations pertaining to HVAC and refrigeration systems, components and accessories | interpret standards, codes and regulations pertaining to HVAC and refrigeration systems, components and accessories |
Range of Variables
- HVAC systems include: air conditioning systems, heat pump systems, packaged units, split systems, ductless split systems, VRF, chillers, geothermal systems, CRAC units,field built-up systems, inverter driven systems, humidification systems, dehumidification systems, heat reclaim equipment, HRVs, ERVs, district heating and cooling systems, evaporative coolers, hydronic systems
- refrigeration systems include: coolers, freezers, food/beverage equipment, ice machines, supermarket and warehouse systems, plate freezers, blast coolers and freezers, compound systems, process refrigeration systems, chillers, cooling towers, ice rinks, refrigerated containers, marine refrigeration systems, ultra-low systems, cascade systems, cryogenic systems, adsorption and absorption systems
- HVAC/R components include: compressors, condensers, metering devices, evaporators, remote air-cooled condensers, filter driers, sight glasses, valves, regulators, receivers, pressure vessels, heat exchangers, vibration eliminators, liquid pumps, temperature sensors, pressure transducers, fans, blowers, air filters, economizers, controllers, oil management devices, insulation, condensate drains, supply diffusers, return grilles, dampers, flow switches
- accessories include: pressure controls, temperature controls, safety controls, time clocks, defrost controls, crankcase heaters, pipe hangers and clamps, solenoid valves, regulating valves, check valves, oil separators, accumulators, stands and supports, condensate pumps, IAQ devices
- heating systems that can be retrofitted with heat pump systems include: hydronic (air-to-liquid, liquid-to-air, liquid-to-liquid, air-to-air), forced-air
- factors include: energy efficiency, compatibility issues, appropriate equipment, reusable components, space availability, electrical upgrades, emerging technologies
- tools and equipment include: chain falls, lifts, ladders, scaffolding, wrenches, measuring tapes, laser levels
D-11.06 - Installs fasteners, brackets and hangers
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-11.06.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| D-11.06.02P | select fasteners, brackets and hangers | fasteners, brackets and hangers are selected according to job specifications |
| D-11.06.03P | lay out fasteners, brackets and hangers | fasteners, brackets and hangers are laid out according to drawings and site conditions |
| D-11.06.04P | construct and fabricate hangers and brackets from raw material | hangers and brackets are constructed and fabricated from raw material for custom applications |
| D-11.06.05P | assess base material dimensions, condition, and strength, and select appropriate fasteners and hardware | hangers and hardware are installed securely to base material |
| D-11.06.06P | mount brackets and hangers | brackets and hangers are mounted according to codes, job specifications and environmental conditions |
Range of Variables
- tools and equipment include: hand tools, power tools, measuring tapes, levelling devices
- constructing and fabricating includes: cutting, bending, bolting, welding, fastening
- base materials include: concrete products, decking, metal (steel and aluminum), wood/lumber, wall board, composite
- mounting includes: placing, drilling, anchoring, adhering, screwing, nailing, bolting, clamping
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-11.06.01L | demonstrate knowledge of procedures to install fasteners, brackets and hangers | identify types of fasteners, brackets and hangers, and describe their characteristics and applications |
| interpret information pertaining to fasteners, brackets and hangers found on drawings and specifications | ||
| identify tools and equipment used to install fasteners, brackets and hangers, and describe their applications and procedures for use | ||
| describe procedures to install fasteners, brackets and hangers | ||
| identify procedures to fabricate a bracket or support | ||
| identify when scope of work requires additional certification | ||
| identify requirements for selecting hardware and fasteners for specific base materials | ||
| D-11.06.02L | demonstrate knowledge of codes and regulations pertaining to installation of fasteners, brackets and hangers | identify and interpret code requirements for securing fasteners, brackets and hangers |
Range of Variables
- tools and equipment include: hand tools, power tools, measuring tapes, levelling devices
D-11.07 - Installs HVAC/R piping and tubing
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-11.07.01P | bend tubing | tubing is bent according to installation requirements |
| D-11.07.02P | support piping and tubing | piping and tubing is supported using hangers, supports and saddles according to codes and design specifications |
| D-11.07.03P | install accessories | accessories are installed according to design specifications, manufacturers’ recommendations and site conditions |
| D-11.07.04P | connect piping, tubing and accessories | piping, tubing and accessories are connected by brazing (while purging with inert gas) or using mechanical connections |
| D-11.07.05P | perform pressure test on system to ensure integrity of joints | pressure test is performed on system to determine if it is leak-free |
| D-11.07.06P | insulate piping and tubing | piping and tubing are insulated according to environmental conditions, location, applications, and design and manufacturers’ specifications |
Range of Variables
- accessories include: valves (isolation, solenoid, regulating, check), metering devices, filter driers, sight glasses, flow controls, vibration eliminators, oil separators, accumulators, receivers, heat exchangers, pressure vessels
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-11.07.01L | demonstrate knowledge of HVAC/R piping and tubing, their components, accessories, characteristics and applications | identify types of piping and tubing materials, fittings and accessories used in HVAC/R systems |
| interpret information pertaining to installation of piping and tubing found in manufacturers’ and code specifications | ||
| D-11.07.02L | demonstrate knowledge of installing piping and tubing | describe procedures to install HVAC/R piping and tubing |
| describe procedures to cut, fit and connect piping and tubing | ||
| D-11.07.03L | demonstrate knowledge of codes and regulations pertaining to installation of HVAC/R piping and tubing | interpret codes and regulations pertaining to HVAC/R piping and tubing installations |
Range of Variables
- piping and tubing materials include: copper, copper-iron, brass, steel, stainless steel, aluminum, fittings
- procedures include: cleaning, reaming, swaging, annealing, brazing, welding, threading, flaring, purging with inert gas
D-11.08 - Applies HVAC/R holding charge
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-11.08.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| D-11.08.02P | select refrigerant | refrigerant is selected according to design specifications |
| D-11.08.03P | add refrigerant into system and monitor quantity | refrigerant is added into system and quantity is monitored to a positive pressure according to industry practices and standards |
| D-11.08.04P | label system and complete records | system is labelled and records are completed |
Range of Variables
- tools and equipment include: service valve wrenches, charging scales, transfer pumps, gauge manifolds, refrigerant hoses
- refrigerants include: primary (CFC, HFC, HFO, HCFC, HC), natural (R-744, R-717), secondary (water, glycol solutions, brine solutions)
- records include: refrigerant type, quantity, ambient and space temperature, holding charge and pressure
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-11.08.01L | demonstrate knowledge of refrigerants, their applications and procedures for use | identify types of refrigerants,and describe their characteristics and applications |
| D-11.08.02L | demonstrate knowledge of applying HVAC/R holding charge | identify tools and equipment used to apply holding charge, and describe their applications and procedures for use |
| describe procedures to pressurize system with refrigerant to achieve positive pressure | ||
| identify hazards and safe work practices pertaining to refrigerants and applying a holding charge | ||
| D-11.08.03L | demonstrate knowledge of codes and regulations pertaining to applying HVAC/R holding charge | interpret codes and regulations pertaining to refrigerants |
Range of Variables
- refrigerants include: primary (CFC, HFC, HFO, HCFC, HC), natural (R-744, R-717), secondary (water, glycol solutions, brine solutions)
- characteristics include: glide, fractionation, saturation, dew point, bubble point, flammability, subcooled, superheated, triple point (R-744)
- tools and equipment include: service valve wrenches, charging scales, transfer pumps, gauge manifolds, refrigerant hoses
Task D-12 Installs control systems
Task Descriptor
Refrigeration and air conditioning mechanics assemble, place, secure and connect controls for HVAC/R systems for all types of applications such as residential, commercial, industrial and institutional.
The controls enable systems to start, stop, modulate, monitor and report conditions.
D-12.01 - Places control system components
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-12.01.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| D-12.01.02P | unpack and perform pre-assembly check | controls and devices are unpacked and checked to ensure they are correct and in good condition |
| D-12.01.03P | determine location, orientation and position of controls and devices | location, orientation and position of controls and devices are determined according to design specifications and site conditions |
| D-12.01.04P | assemble and install controls and devices | controls and devices are assembled and installed according to codes, jurisdictional regulations and manufacturers’ specifications |
| D-12.01.05P | mount and secure controls and devices | controls and devices are mounted and secured according to manufacturers’ specifications and site conditions |
| D-12.01.06P | configure hardware options | hardware options are configured prior to installation according to job requirements and manufacturers’ specifications |
| D-12.01.07P | update documentation | documentation is updated to reflect changes |
Range of Variables
- tools and equipment include: hand tools, power equipment, instruments, access equipment
- orientation and position include: spring or capacitor action, clockwise vs counter-clockwise, fail-safe
- codes include: CEC, NBC, CSA codes (B51, B52)
- hardware options include: dip switches, jumpers, clockwise/counter-clockwise settings
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-12.01.01L | demonstrate knowledge of types of controls and devices, their applications and operation | interpret information pertaining to controls and devices found on drawings and specifications |
| D-12.01.02L | demonstrate knowledge of installing control systems | identify tools and equipment used to install control systems, and describe their applications and procedures for use |
| describe method for determining location, orientation and position of control systems | ||
| describe procedures to install and configure control systems | ||
| interpret information pertaining to control systems found in drawings, wiring diagrams, and schematic diagrams | ||
| identify hazards and describe safe work practices pertaining to control systems | ||
| D-12.01.03L | demonstrate knowledge of codes and regulations pertaining to controls and devices | interpret codes and regulations pertaining to controls and devices |
Range of Variables
- tools and equipment include: hand tools, power equipment, instruments, access equipment
- orientation and position include: spring or capacitor action, clockwise vs counter-clockwise, fail-safe
- codes include: CEC, NBC, CSA codes (B51, B52)
D-12.02 - Connects control systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-12.02.01P | determine circuitry and load requirements | calculations are completed based on voltage and amperage requirements, specifications and codes |
| D-12.02.02P | select wiring, cabling and tubing | wiring, cabling and tubing are selected according to manufacturers’ specifications, codes, standards, trade practices and job specifications |
| D-12.02.03P | lay out wiring, cabling and tubing path | wiring, cabling and tubing layout is performed according to drawings |
| D-12.02.04P | install interconnecting wiring, cabling and tubing | interconnecting wiring, cabling and tubing are installed according to codes, standards, job specifications and wiring diagrams |
| D-12.02.05P | prepare wiring and tubing for final connection to control devices | wiring and tubing are prepared for final connection to control devices using tools and materials |
| D-12.02.06P | select termination points | termination points are selected according to system requirements |
| D-12.02.07P | arrange and secure wiring and tubing | wiring and tubing are arranged and secured for aesthetics, protection and serviceability |
| D-12.02.08P | terminate control wiring and tubing | control wiring and tubing are terminated according to site-specific drawings, manufacturers’ specifications and jurisdictional regulations |
| D-12.02.09P | update documentation | documentation is updated to reflect changes |
Range of Variables
- tools and materials include: hand tools, power tools, dielectric paste, instruments, heat transfer compounds, fittings, clamps, connectors, cable ties, conduits
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-12.02.01L | demonstrate knowledge of connecting system wiring and control tubing | identify tools and materials used to connect and secure wiring and control tubing, and describe their applications and procedures for use |
| identify hazards and describe safe work practices pertaining to control circuits | ||
| describe sequence of operation of control circuit and explain its relationship to its physical wiring and tubing configuration | ||
| interpret information pertaining to control systems found in drawings, wiring diagrams and schematic diagrams | ||
| identify types of wiring diagrams and describe their characteristics and applications | ||
| D-12.02.02L | demonstrate knowledge of codes and regulations pertaining to HVAC/R control system wiring and tubing | interpret codes and regulations pertaining to HVAC/R control system wiring and tubing |
Range of Variables
- tools and materials include: hand tools, power tools, dielectric paste, instruments, heat transfer compounds, fittings, clamps, connectors, cable ties, conduits
- wiring diagrams include: pictorial, schematic, ladder, component location, installation
D-12.03 - Retrofits control systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| D-12.03.01P | select and use tools and materials | tools and materials are selected and used according to task |
| D-12.03.02P | document disconnections for future reference | disconnections are documented for future reference |
| D-12.03.03P | unpack and perform pre-assembly check | controls and devices are unpacked and checked to ensure they are correct and in good condition |
| D-12.03.04P | isolate energy sources | energy sources are isolated using lock-out and tag-out procedures |
| D-12.03.05P | remove old devices | old devices are removed and disposed of or repurposed according to client’s requirements and jurisdictional regulations |
| D-12.03.06P | determine location, orientation and position of controls and devices | location, orientation and position of controls and devices are determined according to design specifications and site conditions |
| D-12.03.07P | assemble and install controls and devices | controls and devices are assembled and installed according to codes, jurisdictional regulations and manufacturers’ specifications |
| D-12.03.08P | mount and secure controls and devices | controls and devices are mounted and secured according to manufacturers’ specifications and site conditions |
| D-12.03.09P | configure hardware options | hardware options are configured according to job requirements and manufacturers’ specifications |
| D-12.03.10P | update documentation | documentation is updated to reflect changes |
Range of Variables
- tools and materials include: hand tools, power tools, dielectric paste, instruments, heat transfer compounds, fittings, clamps, connectors, cable ties, conduit, tubing, wiring
- orientation and position include: spring or capacitor action, clockwise vs counter-clockwise, fail-safe
- codes include : CEC, NBC, CSA (B51, B52)
- hardware options include: dip switches, jumpers, clockwise/counter-clockwise settings
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| D-12.03.01L | demonstrate knowledge of control systems and their components | define terminology associated with control systems and their components |
| identify types of control systems and their components, and describe their characteristics and applications | ||
| explain purpose and operation of control systems, devices and components | ||
| identify communication protocols for control systems and describe their associated security levels | ||
| D-12.03.02L | demonstrate knowledge of retrofitting control systems | identify tools and materials used to retrofit control systems, and describe their applications and procedures for use |
| describe procedures to retrofit control systems | ||
| interpret information pertaining to control systems found in drawings, wiring diagrams and schematic diagrams | ||
| D-12.03.03L | demonstrate knowledge of codes and regulations pertaining to control systems and devices | interpret codes and regulations pertaining to control systems and devices |
Range of Variables
- control systems include:electrical, mechanical, electronic, integrated control circuits, app-based, wireless, predictive (AI-capable), pneumatic, centralized, distributed
- communication protocols include: standards, codes and regulations, baud rates, addressing network communication protocols (Modbus, BACnet [MS/TP, IP], Hypertext Transfer Protocol [HTTP], Address Resolution Protocol [ARP], Highway Addressable Remote Transducer [HART], local operation network [LON]), serial port protocols (e.g., RS-232, RS‑485, RS-422), communication speeds, wireless networks (e.g., Wi-Fi, ZigBee, Z-Wave), ethernet, Bluetooth, manufacturers’ proprietary systems
- tools and materials include: hand tools, power tools, dielectric paste, instruments, heat transfer compounds, fittings, clamps, connectors, cable ties, conduit, tubing, wiring
- codes include : CEC, NBC, CSA (B51, B52)