Major Work Activity E - Performs commissioning

Table of Contents

Task E-13 Commissions new and retrofitted HVAC/R and control system components

Task Descriptor

Commissioning of HVAC/R systems is an important final step to ensure all components are complete, refrigerant charge is verified, and all required adjustments are finalized. A commissioning procedure occurs when new equipment, replacement equipment, or retrofitted equipment is installed, including all new and existing components, within a system.

Procedures which occur during commissioning shall validate the required operation as detailed in the site and manufacturers’ specifications to ensure optimal operating efficiency, while maintaining compliance with current jurisdictional and environmental regulations.

E-13.01 - Performs pre-start-up checks for HVAC/R systems

E-13.01 - Performs pre-start-up checks for HVAC/R 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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-13.01.01P select and use tools and equipment tools and equipment are selected and used according to task and manufacturers’ specifications
E-13.01.02P ensure energy/power source and equipment are compatible compatibility of energy/power source and equipment are verified
E-13.01.03P verify control wiring control wiring is verified according to manufacturers’ specifications and jurisdictional regulations
E-13.01.04P verify completion of installation completion of installation is verified by checking for factors
E-13.01.05P check control settings control settings are set to maintain safe operation according to manufacturers’ specifications
E-13.01.06P verify that equipment is securely fastened and mounted equipment is securely fastened and mounted according to codes, regulations, site conditions and manufacturers’ specifications
E-13.01.07P check electrical connections and components electrical connections and components are checked to detect loose or damaged wiring according to jurisdictional regulations and manufacturers’ specifications
E-13.01.08P ensure free movement of movable components movable components are free to move
E-13.01.09P verify holding charge applied during installation holding charge applied during installation is verified by checking circuit pressure and referring to holding charge reports
E-13.01.10P verify oil and lubricant level level of oil and lubricant are verified according to site conditions and manufacturers’ specifications
E-13.01.11P energize crankcase heaters crankcase heaters are energized according to manufacturers’ recommendations
E-13.01.12P verify heat transfer mediums heat transfer mediums are present and verified for quality and concentration according to site conditions and manufacturers’ specifications

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-13.01.01L demonstrate knowledge of performing pre-start-up checks for HVAC and refrigeration systems identify tools and equipment used for checking HVAC and refrigeration systems, components and accessories, and describe their applications and procedures for use
identify new and retrofitted HVAC and refrigeration systems, and describe their characteristics and applications
describe procedures to ensure proper installation of HVAC and refrigeration systems
interpret information pertaining to HVAC and refrigeration systems found in drawings, wiring diagrams, manufacturers’ literature and schematic diagrams
identify correct sequence of operation prior to start-up
identify heat transfer mediums, and describe their characteristics and applications
identify calculations to determine volume of heat transfer mediums
describe methods used to determine charge of HVAC and refrigeration systems
E-13.01.02L demonstrate knowledge of codes and regulations pertaining to HVAC and refrigeration systems, components and accessories interpret codes and regulations pertaining to HVAC and refrigeration systems, components and accessories

Range of Variables

E-13.02 - Performs start-up of HVAC/R systems

E-13.02 - Performs start-up of HVAC/R 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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-13.02.01P select and use tools and equipment tools and equipment are selected and used according to task
E-13.02.02P turn on and verify utilities utilities are turned on and verified to allow equipment to start with correct rotation, acceptable voltage range, and utility parameters are within specifications
E-13.02.03P verify factors factors are verified according to components, and site specifications and requirements
E-13.02.04P 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-13.02.05P test and adjust HVAC/R controlcomponents HVAC/R controlcomponents are tested according to design specifications and adjusted according to operating conditions
E-13.02.06P verify system sequence of operation sequence of system operation is verified
E-13.02.07P verify system operation system operation is verified by measuring system conditions according to site conditions and manufacturers’ specifications

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-13.02.01L demonstrate knowledge of performing start-up of HVAC and refrigeration systems identify tools and equipment used to perform start-up of HVAC and refrigeration systems, and describe their applications and procedures for use
identify hazards and describe safe work practices when commissioning HVAC and refrigeration systems
identify new and retrofitted HVAC and refrigeration systems, and describe their characteristics and applications
identify factors to consider when performing an HVAC and refrigeration system start-up
identify documentation requirements for system start-up and commissioning
describe procedures required to start up and commission HVAC and refrigeration systems
describe procedures to test and adjust components
describe sequence of operation of HVAC and refrigeration systems
describe operating system conditions and procedures to validate
E-13.02.02L 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

E-13.03 - Performs start-up checks for control systems

E-13.03 - Performs start-up checks for 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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-13.03.01P select and use tools and equipment tools and equipment are selected and used according to task
E-13.03.02P verify that electrical, pneumatic and electronic connections are completed electrical, pneumatic and electronic connections on control systems are completed according to manufacturers’ specifications and jurisdictional regulations
E-13.03.03P apply power power is applied to energize control system
E-13.03.04P configure software options software options are configured according to job requirements and manufacturers’ specifications
E-13.03.05P check control signals control signals are checked according to site requirements

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-13.03.01L demonstrate knowledge of performing start-up checks for control systems identify tools and equipment used to start up control systems, and describe their applications and procedures for use
identify hazards and describe safe work practices when commissioning control systems
identify new and retrofitted HVAC and refrigeration systems, and describe their characteristics and applications
describe system and control operation processes and sequences
describe procedures to start up and commission control systems
describe procedures to verify electrical control circuit systems and components using schematic wiring diagrams
identify control signals and describe their characteristics and applications
interpret information pertaining to HVAC/R electronic controls found on drawings, specifications and service manuals
describe procedures to perform diagnosis of electronic controls
E-13.03.02L demonstrate knowledge of codes and regulations pertaining to HVAC/R control systems identify codes and regulations pertaining to HVAC/R control systems
E-13.03.03L demonstrate knowledge of digital technology and electronic devices used with control systems describe procedures to start up control systems with digital technology and electronic devices

Range of Variables

E-13.04 - Completes HVAC/R system charge

E-13.04 - Completes HVAC/R system 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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-13.04.01P select and use tools and equipment tools and equipment are selected and used according to task
E-13.04.02P verify type of refrigerant required for system type of refrigerant required for system is verified according to site conditions and manufacturers’ specifications
E-13.04.03P operate system system is operated according to site conditions and manufacturers’ specifications
E-13.04.04P measure and interpret operating load conditions operating load conditions are measured and interpreted according to site conditions and manufacturers’ specifications
E-13.04.05P verify and adjust refrigerant charge and oil level refrigerant charge and oil level are verified and adjusted according to site conditions and manufacturers’ specifications
E-13.04.06P label system system is labelled with type and amount of refrigerant and oil according to code and jurisdictional regulations

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-13.04.01L demonstrate knowledge of completing HVAC/R system charge identify tools and equipment used to complete HVAC/R system charge, and describe their applications and procedures for use
identify hazards and describe safe work practices when completing HVAC/R system charge
identify new and retrofitted HVAC and refrigeration systems, and describe their characteristics and applications
describe pressure/temperature chart and its use in determining refrigerant characteristics
describe methods to determine charge of an HVAC and refrigeration system
describe procedures to complete system charge
E-13.04.02L demonstrate knowledge of refrigerants, their applications and procedures for use identify types of refrigerants, and describe their characteristics and applications
E-13.04.03L demonstrate knowledge of codes and regulations pertaining to refrigerants identify codes and regulations pertaining to refrigerants

Range of Variables

E-13.05 - Sets up primary and secondary HVAC/R system components

E-13.05 - Sets up primary and secondary HVAC/R 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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-13.05.01P select and use tools and equipment tools and equipment are selected and used according to task
E-13.05.02P adjust controls, valves and regulators controls, valves and regulators are operating according to site conditions and specifications
E-13.05.03P measure and interpret readings from primary and secondary HVAC and refrigeration systems readings from primary and secondary HVAC and refrigeration systems are measured and interpreted
E-13.05.04P adjust primary HVAC/R components primary HVAC/R components are adjusted according to site conditions and specifications
E-13.05.05P adjust secondary HVAC/R components secondary HVAC/R components are adjusted according to site conditions and specifications

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-13.05.01L demonstrate knowledge of setting up primary and secondary HVAC/R components identify tools and equipment used to set up primary and secondary HVAC/R components, and describe their applications and procedures for use
identify hazards and describe safe work practices when setting up primary and secondary HVAC/R components
identify new and retrofitted HVAC and refrigeration systems, and describe their characteristics and applications
identify types of primary HVAC/R components, their characteristics, applications and operation
identify types of secondary HVAC/R components, their characteristics, applications and operation
describe procedures to set up primary and secondary HVAC/R components
E-13.05.02L 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

Task E-14 Verifies system performance

Task Descriptor

Refrigeration and air conditioning mechanics perform start-up checks and set operating parameters of new and retrofitted control systems to ensure that controls and safety components are set up correctly and to ensure proper operation of HVAC/R systems.

E-14.01 - Verifies/sets operating parameters

E-14.01 - Verifies/sets operating parameters
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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-14.01.01P select and use tools and equipment tools and equipment are selected and used according to task
E-14.01.02P verify parameters parameters are verified according to manufacturers’ specifications, site conditions and client requirements
E-14.01.03P program controllers controllers are programmed to defined sets of parameters
E-14.01.04P adjust operating controls operating controls are adjusted according to manufacturers’ specifications, site conditions and client requirements
E-14.01.05P adjust parameter set points parameter set points are adjusted according to load requirements and ambient conditions
E-14.01.06P calibrate components components are calibrated to ensure accurate measurement and communication of components to controllers
E-14.01.07P test operation of safety controls operation of safety controls is tested

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-14.01.01L demonstrate knowledge of setting operating parameters identify tools and equipment used to set operating parameters, and describe their applications and procedures for use
describe procedures to verify and set operating parameters
interpret information pertaining to control systems found on drawings and specifications
describe procedures to calibrate components and operating controls
describe procedures to adjust parameter set points
E-14.01.02L demonstrate knowledge of codes and regulations pertaining to safety parameters identify and interpret codes and regulations pertaining to safety parameters

Range of Variables

E-14.02 - Verifies system integration

E-14.02 - Verifies system integration
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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-14.02.01P select and use tools and equipment tools and equipment are selected and used according to task
E-14.02.02P verify operating parameters operating parameters are verified to ensure integration and compatibility with existing systems according to site conditions and manufacturers’ specifications
E-14.02.03P adjust controls, valves and regulators controls, valves and regulators are operating according to site conditions and specifications
E-14.02.04P measure and interpret readings from HVAC and refrigeration systems readings from HVAC and refrigeration systems are measured and interpreted with integrated systems

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-14.02.01L demonstrate knowledge of verifying system integration identify tools and equipment used to verify system integration, and describe their applications and procedures for use
describe procedures to verify system integration
interpret information pertaining to system integration found on drawings and specifications
E-14.02.02L demonstrate knowledge of codes and regulations pertaining to system integration identify and interpret codes and regulations pertaining to system integration

Range of Variables

E-14.03 - Performs system optimization

E-14.03 - Performs system optimization
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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-14.03.01P select and use tools and equipment tools and equipment are selected and used according to task
E-14.03.02P verify operating parameters operating parameters are verified to ensure optimal energy efficiency according to site conditions and manufacturers’ specifications
E-14.03.03P adjust operating parameters operating parameters are adjusted to ensure optimal energy efficiency according to site conditions and manufacturers’ specifications

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-14.03.01L demonstrate knowledge of performing system optimization identify tools and equipment used to perform system optimization, and describe their applications and procedures for use
describe procedures to perform system optimization
interpret information pertaining to system optimization found on drawings and specifications
E-14.03.02L demonstrate knowledge of codes and regulations pertaining to system optimization identify and interpret codes and regulations pertaining to system optimization

Range of Variables

E-14.04 - Completes commissioning documentation

E-14.04 - Completes commissioning documentation
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
Skills
Reference Code Performance Criteria Evidence of Attainment
E-14.04.01P record testing results of operating parameters operating parameters are recorded for reference and warranty issues, and compared with baseline information
E-14.04.02P record data from testing parameters data from testing parameters are recorded according to manufacturers’ specifications, site requirements and jurisdictional regulations
E-14.04.03P complete and submit commissioning documentation commissioning documentation is completed according to engineering and manufacturers’ specifications, site requirements and jurisdictional regulations
E-14.04.04P explain system operational procedures and specifications to end user, project personnel or client system operational procedures and specifications are explained to end user, project personnel or client
E-14.04.05P provide service and installation documentation to end user, project personnel or client service and installation documentation is provided to end user, project personnel or client according to manufacturers’ specifications

Range of Variables

Knowledge
Reference Code Learning Outcomes Learning Objectives
E-14.04.01L demonstrate knowledge of documentation requirements for commissioning, their characteristics and applications identify documentation requirements for commissioning, and describe their characteristics and applications
interpret information pertaining to documentation requirements for commissioning found in manufacturers’ specifications
E-14.04.02L demonstrate knowledge of procedures to complete commissioning documentation describe procedures to complete commissioning documentation
identify tests that need to be completed to take measurements for commissioning and how to record testing results
describe procedures to hand over systems to end users
E-14.04.03L demonstrate knowledge of regulatory requirements pertaining to commissioning documentation identify codes, standards and regulations pertaining to commissioning documentation

Range of Variables