Major Work Activity F - Performs maintenance and service
Table of Contents
- Task F-15 Maintains HVAC/R systems
- Task F-16 Services HVAC/R systems
- Task F-17 Maintains and services control systems
Task F-15 Maintains HVAC/R systems
Task Descriptor
Refrigeration and air conditioning mechanics maintain systems to increase longevity, reliability and efficiency by analyzing the system and its application, and ensuring safe operating conditions.
F-15.01 - Inspects 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 |
| 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 |
| F-15.01.02P | inspect monitoring equipment and system operational logs to identify operation history | operational checks are performed according to manufacturers’ specifications and jurisdictional regulations |
| F-15.01.03P | perform sensory inspection of HVAC/R components | sensory inspection of HVAC/R components is performed to determine abnormalities and conformity to codes |
| F-15.01.04P | perform safety and operational checks | safety and operational checks are performed by simulating demand according to requirements, manufacturers’ recommendations and jurisdictional regulations |
| F-15.01.05P | identify source of abnormalities | source of abnormalities is identified |
| F-15.01.06P | identify HVAC/R components that require additional service | HVAC/R components that require additional service are identified |
Range of Variables
- tools and equipment include: thermometers, gauges, hand tools, electrical meters, psychrometers, air flow measurement tools, fluid flow measurement tools, manifold gauges, leak detection tools
- sensory inspection includes: visual, touch, auditory, smell
- 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
- operational checks include: motor operation, VFDs, actuator and damper, fan cycling, oil levels, building and environmental safety systems, compressor operation, air and fluid flow
- additional service includes: adjusting, calibrating, replacing system components, testing, cleaning, filtering, power washing of coils, changing filters, performing chemical treatment, corrosion testing of heat exchange systems
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-15.01.01L | demonstrate knowledge of HVAC and refrigeration systems, their components, characteristics, applications and operation | identify types of HVAC and refrigeration systems and their components, and describe their characteristics and applications |
| explain purpose and operation of HVAC and refrigeration systems and their components | ||
| identify sequence of operation required for correct operation of HVAC and refrigeration systems | ||
| F-15.01.02L | demonstrate knowledge of inspecting HVAC and refrigeration systems | identify tools and equipment used to inspect HVAC and refrigeration systems, and describe their applications and procedures for use |
| describe procedures to inspect and test HVAC and refrigeration systems and their components | ||
| identify HVAC and refrigeration system and component abnormalities, and describe their causes and procedures for repair | ||
| F-15.01.03L | 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
- tools and equipment include: thermometers, gauges, hand tools, electrical meters, psychrometers, air flow measurement tools, fluid flow measurement tools, manifold gauges, leak detection tools
F-15.02 - Performs predictive and scheduled maintenance on HVAC/R systems
| NL | NS | PE | NB | QC | ON | MB | SK | AB | BC | NT | YT | NU |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| yes | yes | NV | yes | NV | yes | yes | yes | yes | yes | NV | NV | NV |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| F-15.02.01.P | select and use tools and equipment | tools and equipment are selected and used according to task |
| F-15.02.02P | replace consumables | consumables are replaced according to manufacturers’ recommendations, maintenance schedule, normal wear and abnormalities |
| F-15.02.03P | lubricate bearings, motors and linkages | bearings, motors and linkages are lubricated as required |
| F-15.02.04P | replace oil in gear boxes and compressors | oil in gear boxes and compressors is replaced according to manufacturers’ recommendations |
| F-15.02.05P | clean HVAC/R components | HVAC/R components are cleaned to maintain system performance using system-compatible cleaners |
| F-15.02.06P | visually check and torque electrical connections of HVAC/R components | electrical connections of HVAC/R components are visually checked and torqued to prevent electrical failure |
| F-15.02.07P | verify operation and calibration of safety devices | operation and calibration of safety devices are verified according to manufacturers’ specifications |
| F-15.02.08P | verify operation of system | system is operating according to system design |
| F-15.02.09P | update electronic records, documents and on-site logbooks | electronic records, documents and on-site logbooks are updated according to company and client policies |
Range of Variables
- tools and equipment include: thermometers, gauges, hand tools, electrical meters, psychrometers, air flow measurement tools, fluid flow measurement tools, manifold gauges, leak detection tools, thermal imagers
- consumables include: filters, belts, chemical treatment, grease, lubricants, seals, sealants, electrical connectors, tape, caps, plugs
- 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
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-15.02.01L | demonstrate knowledge of HVAC and refrigeration systems, their components, accessories, consumables, characteristics, applications and operation | identify types of HVAC and refrigeration systems and their components, accessories, and consumables, and describe their characteristics and applications |
| explain purpose and operation of HVAC and refrigeration systems and their components, accessories and consumables | ||
| F-15.02.02L | demonstrate knowledge of performing predictive and scheduled maintenance on HVAC and refrigeration systems | identify tools and equipmentused to perform maintenance on HVACand refrigeration systems, and describe their applications and procedures for use |
| describe procedures to maintain HVAC and refrigeration systems, components and accessories | ||
| identify HVAC and refrigeration system abnormalities and describe their causes and procedures for repair | ||
| describe procedures to perform a basic diagnosis of electronic controls | ||
| identify sequence of operation required for proper function of HVAC and refrigeration systems | ||
| F-15.02.03L | demonstrate knowledge of thermal imaging | interpret thermal imaging to find system deficiencies |
| F-15.02.04L | 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
- consumables include: filters, belts, chemical treatment, grease, lubricants, seals, sealants, electrical connectors, tape, caps, plugs
- tools and equipment include: thermometers, gauges, hand tools, electrical meters, psychrometers, air flow measurement tools, fluid flow measurement tools, manifold gauges, leak detection tools, thermal imagers
- system abnormalities include: incorrect refrigerant charge, plugged/fouled heat exchangers, incorrect valve operation, insufficient system capacity, dirty or plugged filter driers, leaking valves, incorrect refrigerant condition, air and fluid flow issues
F-15.03 - Tests HVAC/R system 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 |
|---|---|---|
| F-15.03.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| F-15.03.02P | check refrigerant pressures and temperatures | refrigerant pressures and temperatures are checked for system abnormalities |
| F-15.03.03P | check heat transfer mediums | heat transfer mediums are checked for flow rate, pressure, velocity, temperature and freeze point |
| F-15.03.04P | test electrical supply and electrical components | electrical supply and electrical components are tested for issues |
| F-15.03.05P | perform motor winding insulation tests | motor winding insulation tests are performed to identify breakdown of winding and wire insulation |
| F-15.03.06P | verify system parameters | system parameters are within design specifications and system settings |
| F-15.03.07P | test mechanical components and accessories | mechanical components and accessories are tested for wear and abnormalities |
| F-15.03.08P | retrieve oil and fluid samples and send for analysis | oil and fluid samples are retrieved and sent for lab analysis, and results are documented and interpreted according to manufacturers’ recommendations |
| F-15.03.09P | perform acid test on oil or refrigerant | acid test is performed on oil or refrigerant sample to determine level of system contamination |
| F-15.03.10P | check integrity of secondary heat transfer mediums | secondary heat transfer mediums are checked for freeze point, pH, contaminants and protection |
| F-15.03.11P | test and document operation of safety controls and devices | operation of safety controls and devices are tested and documented |
| F-15.03.12P | perform test procedures | test procedures are performed according to manufacturers’ specifications |
Range of Variables
- tools and equipment include: thermometers, gauges, hand tools, electrical meters, psychrometers, air flow measurement tools, fluid flow measurement tools, manifold gauges, leak detection tools, instruments, electronic devices, interfaces and computers, analyzing devices
- system abnormalities include: incorrect refrigerant charge, plugged/fouled heat exchangers, incorrect valve operation, insufficient system capacity, dirty or plugged filter driers, leaking valves, incorrect refrigerant condition, air and fluid flow issues
- heat transfer mediums include: glycol, brine, water, refrigerants, air
- electrical components include: motors (single-phase, three-phase, ECM), transformers, contactors, relays, solid state relays, starters, VSDs, VFDs, SCRs, capacitors, resistors, inverter drives, potentiometers, rheostats, disconnects
- issues include: grounding, phase imbalances, brown outs, voltage drops, carbon tracking, excessive heat
- system parameters include: voltages, amperages, temperatures, pressures, sound, vibration, torque specifications, flow rates
- mechanical components and accessories include: compressors, condensers, metering devices, evaporators, mechanical valves, linkages, bearings, fans and fan motors, actuators, dampers, accumulators, crankcase heaters, solenoid valves, limit switches, receivers, oil separators, pumps, safety devices
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-15.03.01L | 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 |
| explain purpose and operation of HVAC and refrigeration systems and their components and accessories | ||
| F-15.03.02L | demonstrate knowledge of testing HVAC and refrigeration systems, their components and accessories | identify tools and equipment used to test HVAC and refrigeration systems and their components and accessories, and describe their applications and procedures for use |
| describe procedures to verify system parameters match design | ||
| describe procedures to test electrical components | ||
| describe procedures to test mechanical components and accessories | ||
| describe defrost cycle and operation | ||
| F-15.03.03L | 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
- tools and equipment include: thermometers, gauges, hand tools, electrical meters, psychrometers, air flow measurement tools, fluid flow measurement tools, manifold gauges, leak detection tools, instruments, electronic devices, interfaces and computers, analyzing devices
- system parameters include: voltages, amperages, temperatures, pressures, sound, vibration, torque specifications, flow rates
- electrical components include: motors (single-phase, three-phase, ECM), transformers, contactors, relays, solid state relays, starters, VSDs, VFDs, SCRs, capacitors, resistors, inverter drives, potentiometers, rheostats, disconnects
- mechanical components and accessories include: compressors, condensers, metering devices, evaporators, mechanical valves, linkages, bearings, fans and fan motors, actuators, dampers, accumulators, crankcase heaters, solenoid valves, limit switches, receivers, oil separators, pumps, safety devices
F-15.04 - Optimizes integrated system performance
| 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 |
|---|---|---|
| F-15.04.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| F-15.04.02P | collect and document relevant system data that reflects current operating conditions | current and relevant system data is collected and documented |
| F-15.04.03P | observe, calculate and adjust systems to meet building envelope values | building envelope values are observed, loads are calculated and reviewed, and systems are adjusted to meet current building design and jurisdictional standards and regulations |
| F-15.04.04P | compare current system efficiency to expected system efficiency | current system efficiency is compared to expected system efficiency to meet or exceed current building design and jurisdictional standards and regulations |
| F-15.04.05P | communicate with client | clients are communicated with using various methods according to job specifications and jurisdictional regulations |
Range of Variables
- tools and equipment include: software, flow meters, thermometers, gauges, hand tools, data loggers
- building envelope values include: change in heating and cooling loads, variations in occupancy, changes to standards and regulations
- system efficiency includes: equipment performance, schedules, environment, energy consumption, improved environmental practices
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-15.04.01L | demonstrate knowledge of optimizing integrated system performance | identify tools and equipment used to optimize integrated system performance, and describe their applications and procedures for use |
| describe procedures to optimize integrated system performance | ||
| identify applicable standards and regulations | ||
| identify design, and jurisdictional standards and regulations in relation to system performance | ||
| F-15.04.02L | demonstrate knowledge of relevant system data | identify relevant system data and describe their collection and documentation |
| interpret system data collected over time to identify system efficiency | ||
| identify calculations for system efficiency and optimization | ||
| identify adjustments and related impacts on system efficiency |
Range of Variables
- tools and equipment include: software, flow meters, thermometers, gauges, hand tools, data loggers
- system efficiency includes: equipment performance, schedules, environment, energy consumption, improved environmental practices
Task F-16 Services HVAC/R systems
Task Descriptor
Refrigeration and air conditioning mechanics will use the most current procedures to troubleshoot, repair and retrofit HVAC/R systems and their components, and to return them to optimal operation.
F-16.01 - Troubleshoots 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 |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| F-16.01.01P | communicate with client | equipment concerns and history are communicated with client |
| F-16.01.02P | select and use tools and equipment | tools and equipment are selected and used to diagnose problems based on information obtained |
| F-16.01.03P | interpret temperature, pressure, concentration of chemicals and additives, flow rate and velocity readings from relevant systems | temperature, pressure, concentration of chemicals and additives, flow rate and velocity readings from relevant systems are interpreted |
| F-16.01.04P | use documents, reference materials, electrical schematics and diagrams to diagnose problems | documents, reference materials, electrical schematics and diagrams are used to diagnose problems |
| F-16.01.05P | perform troubleshooting procedures on relevant systems | troubleshooting procedures are performed on relevant systems according to industry practices |
| F-16.01.06P | interpret data | data is interpreted to identify cause of problems |
| F-16.01.07P | identify components and accessories that need to be replaced or repaired | components and accessories that need to be replaced or repaired are identified |
| F-16.01.08P | 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
- concerns include: noise problems, vibrations, high utility bills, comfort issues, indoor air quality, poor cooling/heating, humidity problems, drafts, temperature problems
- tools and equipment include: hand tools, power tools, data loggers, instruments, electronic devices, interfaces, analyzing devices, meters, air quality monitors, flow meters
- problems include: defective components, electrical issues, utility issues, leaks
- documentation requirements include: service orders (verbal, written or electronic), GWP and ozone depletion prevention records, site/client specific documents, warranty requirements, jurisdictional documentation
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-16.01.01L | 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 |
|
explain purpose and operation of HVAC and refrigeration systems and their components and accessories |
||
|
interpret information pertaining to HVAC and refrigeration systems and their components and accessories found on drawings, specifications and service manuals |
||
| F-16.01.02L | demonstrate knowledge of relevant systems | identify types of primary, secondary and adjacent systems, and describe their characteristics and applications |
| F-16.01.03L | demonstrate knowledge of heat pump systems, their characteristics and applications | identify types of heat pump systems and describe their characteristics and applications |
| F-16.01.04L | demonstrate knowledge of electrical systems, their components, characteristics and applications | identify electrical systems and their components,and describe their characteristics and applications |
| F-16.01.05L | demonstrate knowledge of distribution systems, their characteristics and applications | identify types of distribution systems and their components, and describe their characteristics and applications |
| explain purpose and operation of air movement and IAQ devices | ||
| F-16.01.06L | demonstrate knowledge of procedures to troubleshoot HVAC and refrigeration systems and their components and accessories | identify tools and equipment used to troubleshoot HVAC and refrigeration systems and their components and accessories, and describe their applications and procedures for use |
| describe sequence of operations and procedures to troubleshoot HVAC and refrigeration systems and their components and accessories | ||
| identify HVAC and refrigeration system problems, and describe their causes | ||
| identify pressure and temperature scales, and describe procedures to perform conversion calculations | ||
| describe procedures to troubleshoot HVAC and refrigeration system electrical components and control boards | ||
| identify troubleshooting techniques using documents, reference materials, electrical schematics and diagrams, and describe their associated procedures | ||
| describe procedures to troubleshoot distribution systems and their components | ||
| describe procedures to troubleshoot electrical control circuit systems and components using schematic wiring diagrams | ||
| F-16.01.07L | 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
- heat pump systems include: air-to-air, liquid-to-air, liquid-to-liquid, air-to-liquid, geothermal, solar, variable speed, VRF, dual fuel
- electrical components include: motors (single-phase, three-phase, ECM), transformers, contactors, relays, solid state relays, starters, VSDs, VFDs, SCRs, capacitors, resistors, inverter drives
- tools and equipment include: hand tools, power tools, data loggers, instruments, electronic devices, interfaces, analyzing devices, meters, air quality monitors, flow meters
- problems include: defective components, electrical issues, utility issues, leaks
F-16.02 - Repairs 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 |
| Reference Code | Performance Criteria | Evidence of Attainment |
|---|---|---|
| F-16.02.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| F-16.02.02P | shut down and/or isolate failed HVAC/R components and accessories | failed HVAC/R components and accessories are shut down and/or isolated for repair using procedures according to system configuration |
| F-16.02.03P | recover refrigerant | refrigerant is recovered and measured according to recovery procedures |
| F-16.02.04P | drain, store and dispose of lubricants and fluids | lubricants and fluids are drained, disposed of, stored and refilled/recharged according to jurisdictional regulations and manufacturers’ recommendations |
| F-16.02.05P | protect system from contamination | system is protected from contamination using industry practices, jurisdictional regulations and manufacturers’ specifications |
| F-16.02.06P | determine if a retrofit is recommended or required | retrofit recommendation or requirement is determined based on availability of HVAC/R components, refrigerant and scope of work |
| F-16.02.07P | select compatible replacement HVAC/R components | compatible replacement HVAC/R components are selected according to manufacturers’ specifications, jurisdictional regulations, certifications and job requirements |
| F-16.02.08P | repair or replace HVAC/R components and accessories | HVAC/R components and accessories are repaired or replaced according to requirements |
| F-16.02.09P | perform pressure and leak tests | pressure and leak tests are performed according to industry practices, jurisdictional regulations and manufacturers’ specifications |
| F-16.02.10P | evacuate system | system is evacuated according to industry practices, jurisdictional regulations and manufacturers’ specifications |
| F-16.02.11P | charge/add refrigerant | refrigerant is charged/added according to charging procedures |
| F-16.02.12P | test operation of system | operation of system is tested to verify performance is within parameters and according to system design |
| F-16.02.13P | update documents, on-site and electronic logbooks, and operating and maintenance instructions | documents, on-site and electronic logbooks, and operating and maintenance instructions are updated according to company and client policies, and jurisdictional regulations |
| F-16.02.16P | present options for additional repair, replacement, retrofit or improvement | options for additional repair, replacement, retrofit or improvement are presented |
Range of Variables
- tools and equipment include: hand tools, power tools, data loggers, meters, air quality monitors, instruments, electronic devices, interfaces and computers, analyzing devices, recovery equipment, evacuation equipment
- 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
- lubricants and fluids include: oils, water, brine, glycol
- documents include: wiring diagrams, piping diagrams, flow diagrams, piping and instrumentation (P&I) diagrams, sequence of operations, schematics, site layout diagrams, as-built drawings, jurisdictional approvals
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-16.02.01L | 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 |
| explain purpose and operation of HVAC and refrigeration systems and their components and accessories | ||
| F-16.02.02L | demonstrate knowledge of repairing HVAC and refrigeration systems | identify tools and equipment used to repair HVAC and refrigeration systems, and describe their applications and procedures for use |
| identify HVAC and refrigeration system and component failures, and describe their causes and procedures for repair | ||
| identify distribution system, and component failures, and describe their causes and procedures for repair | ||
| F-16.02.03L | demonstrate knowledge of procedures to retrofit refrigerant and oil in HVAC and refrigeration systems | describe procedures to retrofit refrigerant and oil in HVAC and refrigeration systems |
| F-16.02.04L | demonstrate knowledge of codes and regulations pertaining to HVAC and refrigeration systems | identify and interpret codes and regulations pertaining to HVAC and refrigeration systems |
| identify codes and regulations pertaining to retrofit requirements | ||
| identify codes and regulations pertaining to availability and lifespan of refrigerant and components | ||
| identify safety regulations pertaining to retrofitting 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, data loggers, meters, air quality monitors, instruments, electronic devices, interfaces and computers, analyzing devices, recovery equipment, evacuation equipment
Task F-17 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-17.01 - Performs maintenance and inspection on 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 |
|---|---|---|
| F-17.01.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| F-17.01.02P | perform visual inspection of control systems and components | visual inspection of control systems and components is performed according to manufacturers’ specifications, client requirements and jurisdictional regulations |
| F-17.01.03P | secure and clean connections on components | connections on components are secured and cleaned |
| F-17.01.04P | verify system operation | system operation is observed and verified with system documentation |
| F-17.01.05P | verify safety controls | safety controls are within system parameters according to jurisdictional regulations |
| F-17.01.06P | perform test procedures | test procedures are performed according to manufacturers’ specifications, client requirements and jurisdictional regulations |
| F-17.01.07P | identify components that need to be replaced or repaired | components that need to be replaced or repaired are identified |
| F-17.01.08P | present options for additional repair, replacement or improvement | options for additional repair, replacement or improvement are presented |
Range of Variables
- tools and equipment include: hand tools, power tools, data loggers, instruments, electronic devices, interfaces and computers, analyzing devices, meters, air quality monitors, flow meters
- control systems include:electrical, mechanical, electronic, integrated control circuits, app-based, wireless, predictive (AI-capable), pneumatic, distributed
- components include: thermostats, pressure switches, limit switches, flow switches, timers, control boards, transformers, relays, fuses, wire, transmitters, receivers, tubing, valves, connectors, transducers, sensors, modems, routers, network switches
- safety controls include: limit switches, current sensing devices, flow switches, low/high pressure switches, refrigerant monitors, environmental monitors
- test procedures include: cycling safety controls, simulating out of range/unsafe conditions
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-17.01.01L | demonstrate knowledge of control systems,their components, characteristics, applications and operation | identify types of control systems and their components, and describe their characteristics and applications |
| explain purpose and operation of control systems and their components | ||
| interpret information pertaining to control systems and their components found on manufacturers’ specifications and maintenance schedule | ||
| describe communication protocols for control systems | ||
| F-17.01.02L | demonstrate knowledge of procedures to maintain control systems and their components | identify tools and equipment used to maintain control systems and their components, and describe their applications and procedures for use |
| describe procedures to maintain control systems and their components | ||
| describe procedures to inspect control systems and their components | ||
| describe sequence of operation required for proper function of control systems | ||
| describe procedures to perform a diagnosis of controls | ||
| F-17.01.03L | demonstrate knowledge of codes and regulations pertaining to control systems and their components | interpret codes and regulations pertaining to control systems and their components |
Range of Variables
- control systems include:electrical, mechanical, electronic, integrated control circuits, app-based, wireless, predictive (AI-capable), pneumatic, distributed
- components include: thermostats, pressure switches, limit switches, flow switches, timers, control boards, transformers, relays, fuses, wire, transmitters, receivers, tubing, valves, connectors, transducers, sensors, modems, routers, network switches
- communication protocols include: baud rates, addressing network communication protocols (Modbus, BACnet [MS/TP, IP], HTTP, ARP, HART, 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 equipment include: hand tools, power tools, data loggers, instruments, electronic devices, interfaces and computers, analyzing devices, meters, air quality monitors, flow meters
F-17.02 - Troubleshoots 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 |
|---|---|---|
| F-17.02.01P | communicate with client | equipment concerns are communicated with client |
| F-17.02.02P | select and use tools and equipment | tools and equipment are selected and used according to task |
| F-17.02.03P | use system documentation and schematics | system documentation and schematics are used to diagnose problems |
| F-17.02.04P | interpret system readings | system readings are interpreted from collected information |
| F-17.02.05P | identify problems | problems are identified by sensory inspection and use of test equipment |
| F-17.02.06P | combine system readings and data | system readings and data are interpreted to identify cause and source of problems |
| F-17.02.07P | identify components and accessories that need to be reconfigured, repaired or replaced | components and accessories that need to be reconfigured, repaired or replaced are identified |
| F-17.02.08P | present options to client for reconfiguration, repair, replacement or improvement | options for reconfiguration, repair, replacement or improvement are presented to client |
Range of Variables
- problems include: incorrect design/installation, user misuse, defective components, utility issues, open/closed circuits, irregularities in sequence of operation, missing components, poor environmental controls, sensor inaccuracy, interference, lack of shielding, improper grounding, improper phasing, harmonic interference, termination issues, equipment address issues, sensor drift/calibration issues
- system readings include: temperature, humidity, pressure, voltage, amperage, flow, levels
- data includes: trend logs, data loggers, information from test equipment, sensory information, system documentation, graphics
- components include: thermostats, pressure switches, limit switches, flow switches, timers, control boards, transformers, relays, fuses, wires, transmitters, receivers, tubing, valves, connectors, transducers, sensors, modems, routers, network switches
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-17.02.01L | demonstrate knowledge of schematics and wiring diagrams | define terminology associated with schematic and wiring diagrams |
| identify symbols on schematics and wiring diagrams and their application | ||
| interpret schematics and wiring diagrams | ||
| F-17.02.02L | demonstrate knowledge of procedures to troubleshoot control systems and their components | identify tools and equipment used to troubleshoot control systems and their components, and describe their applications and procedures for use |
| describe procedures to inspect control systems and their components | ||
| describe procedures to troubleshoot control systems and their components | ||
| F-17.02.03L | demonstrate knowledge of codes and regulations pertaining to control systems and their components | interpret codes and regulations pertaining to control systems and their components |
Range of Variables
- control systems include:electrical, mechanical, electronic, integrated control circuits, app-based, wireless, predictive (AI-capable), pneumatic, centralized, distributed
- components include: thermostats, pressure switches, limit switches, flow switches, timers, control boards, transformers, relays, fuses, wires, transmitters, receivers, tubing, valves, connectors, transducers, sensors, modems, routers, network switches
F-17.03 - Calibrates operating and safety controls
| 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 |
|---|---|---|
| F-17.03.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| F-17.03.02P | test and record conditions | conditions are tested and recorded to compare to system settings |
| F-17.03.03P | verify operating and safety controls | operating and safety controls operate according to system design settings and jurisdictional regulations |
| F-17.03.04P | adjust controls that are operating outside parameters | controls are adjusted to meet parameters according to jurisdictional regulations |
| F-17.03.05P | identify and replace faulty controls that cannot be calibrated | faulty controls that cannot be calibrated are replaced according to jurisdictional regulations |
| F-17.03.06P | update documentation and on-site or digital logbooks | documentation and on-site or digital logbooks are updated according to jurisdictional regulations, and company and client policies |
| F-17.03.07P | repair or replace cabling and wiring | cabling and wiring are installed and terminated according to manufacturers’ specifications, job requirements and industry practices |
| F-17.03.08P | communicate with project personnel | project personnel are communicated with using various methods according to job specifications and jurisdictional regulations |
Range of Variables
- tools and equipment include: hand tools, power tools, data loggers, instruments, electronic devices, interfaces and computers, analyzing devices, meters, air quality monitors, flow meters
- conditions include: temperature, pressure, humidity, flow, levels, air quality, voltage, current, resistance, velocity
- operating and safety controls include: thermostats, humidity controls, limit switches, current sensing devices, loss of charge switches, flow switches, low/high pressure switches, refrigerant and gas monitors, timers, transducers, thermocouples, thermistors, resistive temperature devices (RTDs), transmitters
- project personnel include: electricians, network and information technology technicians, plumbers, engineers, sheet metal workers, site personnel, utilities providers, monitoring and alarm suppliers, jurisdictional regulators
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-17.03.01L | 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 procedures to calibrate operating and safety controls | ||
| F-17.03.02L | demonstrate knowledge of codes and regulations pertaining to control systems | interpret codes and regulations pertaining to control systems |
Range of Variables
- operating and safety controls include: thermostats, humidity controls, limit switches, current sensing devices, loss of charge switches, flow switches, low/high pressure switches, refrigerant and gas monitors, timers, transducers, thermocouples, thermistors, resistive temperature devices (RTDs), transmitters
- tools and equipment include: hand tools, power tools, data loggers, instruments, electronic devices, interfaces and computers, analyzing devices, meters, air quality monitors, flow meters
F-17.04 - Repairs 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 |
|---|---|---|
| F-17.04.01P | select and use tools and equipment | tools and equipment are selected and used according to task |
| F-17.04.02P | select compatible and acceptable replacement components | compatible and acceptable replacement components are selected according to manufacturers’ specifications, availability and retrofit requirements |
| F-17.04.03P | adjust, repair or replace components, wiring, cabling and connections that are operating outside parameters | components, wiring, cabling and connections that are operating outside parameters are adjusted, repaired or replaced |
| F-17.04.04P | test operation of repaired or replaced components | operation of repaired or replaced components are tested |
| F-17.04.05P | update control system schematics, documentation and on-site or digital logbooks | control system schematics, documentation and on-site or digital logbooks are updated according to jurisdictional regulations, and company and client policies |
Range of Variables
- tools and equipment include: hand tools, power tools, data loggers, instruments, electronic devices, interfaces and computers, analyzing devices, meters, air quality monitors, flow meters
- components include: thermostats, pressure switches, limit switches, flow switches, timers, control boards, transformers, relays, fuses, wire, transmitters, receivers, tubing, valves, connectors, transducers, sensors, modems, routers, network switches
| Reference Code | Learning Outcomes | Learning Objectives |
|---|---|---|
| F-17.04.01L | demonstrate knowledge of repairing control systems and their components | identify tools and equipment used to repair control systems and their components, and describe their applications and procedures for use |
| identify control system failures and describe their causes and sources | ||
| explain procedures to isolate, de-energize and lock out control systems | ||
| describe procedures to repair control systems and their components,wiring, cabling and connections | ||
| F-17.04.02L | demonstrate knowledge of codes and regulations pertaining to control systems and their components | interpret codes and regulations pertaining to control systems and their components |
Range of Variables
- components include: thermostats, pressure switches, limit switches, flow switches, timers, control boards, transformers, relays, fuses, wire, transmitters, receivers, tubing, valves, connectors, transducers, sensors, modems, routers, network switches
- tools and equipment include: hand tools, power tools, data loggers, instruments, electronic devices, interfaces and computers, analyzing devices, meters, air quality monitors, flow meters