Table of Contents
Task F-22 Installs, tests, maintains, troubleshoots and repairs geo-exchange and geothermal systems
Task Descriptor
Geo-exchange and geothermal systems transfer heat from either ground source or deep earth by means of conduction, convection and radiation by use of closed or open loop systems.
Steamfitters/Pipefitters are responsible for the installation and maintenance of piping, associated components and equipment for these systems. Maintenance is done on a regular schedule or on an emergency basis to ensure the integrity of the piping system. Steamfitters/Pipefitters are also responsible for diagnosing, locating and repairing or replacing equipment and material as needed.
F-22.01 - Installs equipment for geo-exchange and geothermal systems
F-22.01 - Installs equipment for geo-exchange and geothermal systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-22.01.01P |
select geo-exchange and geothermal equipment and controls |
geo-exchange and geothermal equipment and controls are selected according to application, type of system, drawings, specifications and jurisdictional regulations |
| F-22.01.02P |
size geo-exchange and geothermal equipment and controls |
geo-exchange and geothermal equipment and controls are sized according to sizing methods, drawings, specifications and jurisdictional regulations |
| F-22.01.03P |
determine high points and low points for geo-exchange and geothermal equipment and controls |
high points and low points for geo-exchange and geothermal equipment and controls are identified according to drawings |
| F-22.01.04P |
determine location and placement of geo-exchange and geothermal equipment and controls |
location and placement of geo-exchange and geothermal equipment and controls are determined according to drawings, specifications and jurisdictional regulations |
| F-22.01.05P |
select and use tools and equipment |
tools and equipment are selectedand used according to job, type of system and size of piping |
| F-22.01.06P |
install supports and fasteners |
supports and fasteners are installed according to drawings, specifications and jurisdictional regulations |
| F-22.01.07P |
determine installation method |
installation method used to set geo-exchange and geothermal equipment and controls in place is determined according to size, weight and location |
| F-22.01.08P |
install geo-exchange and geothermal equipment |
geo-exchange and geothermal equipment is installed according to drawings, specifications and jurisdictional regulations |
| F-22.01.09P |
install controls |
controls are installed according to drawings, specifications and jurisdictional regulations |
| F-22.01.10P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- geo-exchange and geothermal equipment includes: expansion joints, pumps, heat exchangers, steam traps, tanks, valves, water treatment equipment
- controls include: flow devices, level devices, temperature devices, pressure devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- sizing methods include: performing calculations based on load and demand, determining measurements, consulting manufacturer/supplier documentation
- tools and equipment include: see Appendix B
- supports include: brackets, stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds, seismic restraints, anchors, guides
- fasteners include: anchors, inserts, beam clamps, nuts, bolts, screws, epoxy
- installation method includes: manual, mechanical (cranes, chain falls, tuggers, rollers, come‑alongs, cable grip hoists, hydraulic jacks)
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-22.01.01L |
demonstrate knowledge of geo-exchange and geothermal systems, their characteristics, applications and operation |
identify geo-exchange and geothermal systems, and describe their characteristics, applications and operation |
| identify geo-exchange and geothermal equipment, and describe their characteristics, applications and operation |
| identify supports and fasteners, and describe their applications and procedures for use |
| identify controls, and describe their purpose and operation |
| interpret information pertaining to geo-exchange and geothermal systems found on drawings and specifications |
| identify types of piping components and accessories for geo-exchange and geothermal systems, and describe their purpose and operation |
| identify compression refrigeration components, and describe their cycle, characteristics and applications |
| identify piping configurations for earth loops |
| identify purpose and functionality of reversing valve within heat pump |
| identify difference in operation of direct exchange (DX) system |
| identify sources of heat used in geo-exchange and geothermal systems |
| identify sources of cooling used in geo-exchange and geothermal systems |
| explain principles of heat transfer |
| identify types of heat transfer equipment, and describe their characteristics, applications and operation |
| F-22.01.02L |
demonstrate knowledge of procedures to install geo-exchange and geothermal equipment |
identify tools and equipment used to install geo-exchange and geothermal equipment, controls, supportsand fasteners, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to installing geo-exchange and geothermal equipment |
| describe procedures to install geo-exchange and geothermal equipment, controls, supports and fasteners |
| F-22.01.03L |
demonstrate knowledge of regulatory requirements to install geo-exchange and geothermal equipment |
identify jurisdictional regulations pertaining to installation of geo-exchange and geothermal equipment |
Range of Variables
- geo-exchange and geothermal systems include: domestic hot water heating, hydronic heating and cooling, radiant heating, ground source heat pumps, water source heat pumps, open loop, closed loop, horizontal loop and vertical loop, DX systems
- geo-exchange and geothermal equipment includes: expansion joints, pumps, heat exchangers, steam traps, tanks, valves, water treatment equipment
- supports include: brackets, stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds, seismic restraints, anchors, guides
- fasteners include: anchors, expansion type inserts, beam clamps, nuts, bolts, screws, epoxy
- controls include: flow devices, level devices, temperature devices, pressure devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- sources of heat include: ground source, water source
- sources of cooling include: ground source, water source
- principles of heat transfer include: radiation, conduction, convection
- heat transfer equipment includes: earth loops, heat exchangers
- tools and equipment include: see Appendix B
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-22.02 - Installs piping for geo-exchange and geo-thermal systems
F-22.02 - Installs piping for geo-exchange and geo-thermal systems
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NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-22.02.01P |
determine route and location of piping system |
route and location of piping system are determined according to drawings, or modified to avoid obstructions and conflicts |
| F-22.02.02P |
determine high points and low points of piping system |
high points and low points of piping system are identified according to drawings |
| F-22.02.03P |
select and size piping |
piping is selected and sized according to manufacturers’ recommendations, drawings, specifications and jurisdictional regulations |
| F-22.02.04P |
select and use tools and equipment |
tools and equipment are selectedand used according to job, type of system and size of piping |
| F-22.02.05P |
clean and prepare fittings and joints |
fittings and joints are cleaned and prepared according to drawings, specifications and jurisdictional regulations |
| F-22.02.06P |
determine joining method |
joining methods are determined according to drawings, specifications and jurisdictional regulations |
| F-22.02.07P |
bend piping |
piping is bent according to drawings, specifications and jurisdictional regulations |
| F-22.02.08P |
determine grade or pitch of piping |
grade or pitch of piping is determined according to drawings, specifications and jurisdictional regulations |
| F-22.02.09P |
install piping supports |
piping supports are installed according to drawings, specifications and jurisdictional regulations |
| F-22.02.10P |
install piping restraints |
piping restraints are installed according to drawings, specifications and jurisdictional regulations |
| F-22.02.11P |
assemble and install piping |
piping is assembled and installed using joining methods to allow for insulation of piping, including sleeving and proper spacing, and making allowances for contraction and expansion according to drawings, specifications and jurisdictional regulations |
| F-22.02.12P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- piping includes: carbon steel, alloy steel, copper, stainless steel, HDPE, plastic
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- obstructions include: structural components (beams, walls), other mechanical and electrical systems
- conflicts include: high and low points, clearances, protection from environmental damage (extreme heat or cold), protection from mechanical damage (overhead doors, forklifts, machinery)
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- tools and equipment include: see Appendix B
- joining methods include: flanging, bonding, grooving, threading, welding, soldering, brazing, mechanical joints, fusion
- piping supports include: rollers, hangers, clamps, brackets, stands
- piping restraints include: wires, clamps, pipe, brackets, anchors, guides
- allowances for contraction and expansion include: expansion joints, expansion loops, swing joints
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-22.02.01L |
demonstrate knowledge of piping and piping components for geo-exchange and geothermal systems, their characteristics, applications and operation |
identify types of piping and piping components for geo-exchange and geothermal systems, and describe their characteristics, applications and operation |
| identify piping configurations, and describe their characteristics, applications and operation |
| interpret information pertaining to piping found on drawings and specifications |
| explain effects of electrolysis when connecting dissimilar metals on piping and piping components |
| explain effects of expansion and contraction on piping for geo-exchange and geothermal systems |
| explain effects of trapped air in piping for geo-exchange and geothermal systems and describe procedures to prevent it |
| identify considerations for selecting piping components for geo-exchange and geothermal systems |
| identify systems that require grade or pitch of piping |
| F-22.02.02L |
demonstrate knowledge of procedures to assemble and install piping and piping components for geo-exchange and geothermal systems |
identify tools and equipment used to assemble and install piping and piping components for geo-exchange and geothermal systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to assembling and installing piping and piping components for geo-exchange and geothermal systems |
| describe procedures to install piping and piping components for geo-exchange and geothermal systems |
| describe procedures to protect piping and piping components for geo-exchange and geothermal systems |
| describe procedures to bend piping for geo-exchange and geothermal systems |
| identify documentation to be completed following assembly and installation of piping and piping components for geo-exchange and geothermal systems |
| identify calculations for determining grade |
| F-22.02.03L |
demonstrate knowledge of regulatory requirements for installation of piping and piping components for geo-exchange and geothermal systems |
identify jurisdictional regulations pertaining to installation of piping and piping components for geo-exchange and geothermal systems |
Range of Variables
- piping includes: carbon steel, alloy steel, copper, stainless steel, HDPE, plastic
- piping components include: fittings, dielectric fittings, hangers, brackets, sleeves, anchors, guides, valves, strainers, expansion joints, expansion loops, circuit balancing, valves, pumps
- geo-exchange and geothermal systems include: domestic hot water heating, hydronic heating and cooling, radiant heating, ground source heat pumps, water source heat pumps, open loop, closed loop, horizontal loop and vertical loop, DX systems
- piping configurations include: domestic hot water heating, hydronic heating and cooling, radiant heating, open loop, closed loop
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- considerations include: insulation requirements, type of supports, shoes and sleeves, expansion, contraction
- tools and equipment include: see Appendix B
- protect includes: protection from mechanical damage, seismic activity, environmental conditions
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-22.03 - Tests geo-exchange and geothermal systems
F-22.03 - Tests geo-exchange and geothermal systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-22.03.01P |
perform visual pre-check inspection of geo-exchange and geothermal systems |
visual pre-check inspection of geo-exchange and geothermal systems is performed to check for possible obstructions and deficiencies, and punch list is completed to confirm components are installed |
| F-22.03.02P |
determine test, testing equipment and components, and test parameters |
tests, testing equipment and components, and test parameters are determined according to drawings, specifications and jurisdictional regulations |
| F-22.03.03P |
select and use tools and equipment |
tools and equipment are selected and used according to job and type of system |
| F-22.03.04P |
determine test medium and method of filling, draining or purging system |
test medium is determined according to test selected, and method of filling, draining or purging is determined according to test medium |
| F-22.03.05P |
assemble testing equipment and components |
testing equipment and components are assembled and allow test to be completed |
| F-22.03.06P |
lock out and tag out piping systems and their components |
piping systems and their components are locked and tagged out to prevent activation during testing |
| F-22.03.07P |
install isolation components |
isolation components are installed, sensitive equipment is protected from test pressures and confirmation of zero energy state is completed according to LOTO procedures |
| F-22.03.08P |
connect testing equipment and components |
testing equipment and components are connected according to test procedures |
| F-22.03.09P |
perform test on geo-exchange and geothermal systems |
test medium is introduced to geo-exchange and geothermal systems and results of test are documented for purpose of obtaining sign‑off |
| F-22.03.10P |
remove test medium from geo-exchange and geothermal systems |
test medium is removed from geo-exchange and geothermal systems and either recycled or disposed of according to specifications and jurisdictional regulations |
| F-22.03.11P |
remove lock-out and tag-out from piping systems and their components |
locks and tags are removed from piping systems and their components according to LOTO procedures |
| F-22.03.12P |
reinstate geo-exchange and geothermal systems |
isolation components and testing equipment and components are removed and geo-exchange and geothermal system components are reinstalled according to drawings and specifications |
| F-22.03.13P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations, and final copies are distributed |
Range of Variables
- geo-exchange and geothermal systems include: domestic hot water heating, hydronic heating and cooling, radiant heating, ground source heat pumps, water source heat pumps, open loop, closed loop, horizontal loop and vertical loop, DX systems
- tests include: hydrostatic and pneumatic
- testing equipment and components include:blinds, calibrated pressure gauges, pumps, valves, recorders, testing trees, testing headers, relief devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- tools and equipment include: see Appendix B
- test medium includes: water, water/glycol mix, air, inert gas
- method includes: using pumps, compressors, compressed gas cylinders
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperative
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-22.03.01L |
demonstrate knowledge of geo-exchange and geothermal systems, their characteristics, applications and operation |
identify geo-exchange and geothermal systems, their characteristics, applications and operation |
| F-22.03.02L |
demonstrate knowledge of testing of geo-exchange and geothermal system |
identify types of tests, and describe their characteristics and applications |
| identify test medium used in testing of geo-exchange and geothermal system and, describe their characteristics and applications |
| identify method of filling, draining or purging test medium |
| identify types of isolation components, and describe their characteristics and applications |
| interpret information pertaining to geo-exchange and geothermal system testing found on drawings and specifications |
| explain effect of elevation and temperature on pressure when testing geo-exchange and geothermal systems |
| explain effects of trapped air in piping for geo-exchange and geothermal systems and describe procedures to prevent it |
| F-22.03.03L |
demonstrate knowledge of procedures to test geo-exchange and geothermal systems |
identify tools and equipment used to test geo-exchange and geothermal systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to testing geo-exchange and geothermal systems |
| identify types of testing equipment and components and describe their characteristics and applications |
| describe procedures to test geo-exchange and geothermal systems and equipment |
| describe procedures to remove test medium from geo-exchange and geothermal systems |
| describe procedures to reinstate geo-exchange and geothermal systems |
| identify documentation to complete following geo-exchange and geothermal system testing |
| describe confirmation of zero energy state procedures |
| F-22.03.04L |
demonstrate knowledge of regulatory requirements to test geo-exchange and geothermal systems |
identify jurisdictional regulations pertaining to testing of geo-exchange and geothermal systems |
Range of Variables
- geo-exchange and geothermal systems include: domestic hot water heating, hydronic heating and cooling, radiant heating, ground source heat pumps, water source heat pumps, open loop, closed loop, horizontal loop and vertical loop, DX systems
- tests include: hydrostatic, pneumatic
- test medium includes: water, water/glycol mix, air, inert gas
- method includes: using hand pump, centrifugal pump, compressors, compressed gas cylinders
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- tools and equipment include: see Appendix B
- testing equipment and components include:blinds, calibrated pressure gauges, pumps, valves, recorders, testing trees, testing headers, relief devices
- confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-22.04 - Maintains, troubleshoots and repairs geo-exchange and geothermal systems
F-22.04 - Maintains, troubleshoots and repairs geo-exchange and geothermal systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-22.04.01P |
determine geo-exchange and geothermal system issues that require investigation |
geo-exchange and geothermal system issues requiring investigation are determined by consulting with system owner/operator |
| F-22.04.02P |
select and use tools and equipment |
tools and equipment are selected and used according to job and type of system |
| F-22.04.03P |
troubleshoot geo-exchange and geothermal system |
of geo-exchange and geothermal system is tested and inspected to determine equipment or components in condition for repair or replacement |
| F-22.04.04P |
lock out and tag out geo-exchange and geothermal systems |
geo-exchange and geothermal systems are locked and tagged out to prevent activation during repair or maintenance |
| F-22.04.05P |
install isolation components and ensure geo-exchange and geothermal system is in zero energy state |
isolation components are installed and confirmation of zero energy state is completed before repair or maintenance of geo-exchange and geothermal systems |
| F-22.04.06P |
disassemble geo-exchange and geothermal system, repair or replace faulty equipment or components and reassemble geo-exchange and geothermal system |
equipment and components are removed, repaired or replaced and geo-exchange and geothermal system is reassembled without damage to other components or surrounding area |
| F-22.04.07P |
reinstate geo-exchange and geothermal system to operating condition |
geo-exchange and geothermal system is filled and pressurized, bled of air or contaminants, and checked for leaks, locks and tags are removed, and system is returned to normal operating condition after maintenance or repair is completed |
| F-22.04.08P |
follow predetermined maintenance schedule |
maintenance is performed according to predetermined maintenance schedule, and geo-exchange and geothermal equipment is free of contaminants and operating efficiently |
| F-22.04.09P |
perform test on geo-exchange and geothermal systems |
test medium is introduced to geo-exchange and geothermal systems and results of test are documented for purpose of obtaining sign‑off |
| F-22.04.10P |
remove test medium from geo-exchange and geothermal systems |
test medium is removed from geo-exchange and geothermal systems and either recycled or disposed of according to specifications and jurisdictional regulations |
| F-22.04.11P |
perform system medium quality test |
system medium quality test is performed using a test kit and testing equipment according to manufacturers’ recommendations, QA/QC requirements and jurisdictional regulations |
| F-22.04.12P |
treat system medium in geo-exchange and geothermal systems |
system medium in geo-exchange and geothermal systems is treated with chemicals according to manufacturers’ recommendations, owner/operator, system parameters and results of system medium quality test |
| F-22.04.13P |
complete documentation |
documentation is completed according to manufacturers’ recommendations, owner/operator, drawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- geo-exchange and geothermal systems include: domestic hot water heating, hydronic heating and cooling, radiant heating, ground source heat pumps, water source heat pumps, open loop, closed loop, horizontal loop and vertical loop, DX systems
- tools and equipment include: see Appendix B
- test and inspect includes: sensory inspection, diagnostic testing, monitoring system operation
- conditions for repair or replacement include: abnormal temperature, leaks, corrosion, control malfunction, vibration, irregular movement
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, and equipment is inoperable
- maintenance include: adding chemical and various additives, lubricating, checking fluids, cleaning components, inspecting equipment or components for wear, replacing worn components
- geo-exchange and geothermal equipment includes: expansion joints, pumps, heat exchangers, steam traps, tanks, valves, water treatment equipment
- tests include: hydrostatic, pneumatic
- test medium includes: water, water/glycol mix, air, inert gas
- documentation includes: lock-out and tag-out, maintenance log, quality control reports
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-22.04.01L |
demonstrate knowledge of geo-exchange and geothermal systems, their characteristics, applications and operation |
identify geo-exchange and geothermal systems, their characteristics, applications and operation |
| F-22.04.02L |
demonstrate knowledge of troubleshooting, repairing and maintaining geo-exchange and geothermal systems |
identify types of isolation components, and describe their characteristics and applications |
| interpret information pertaining to troubleshooting, repairing and maintaining geo-exchange and geothermal systems found on drawings, specifications and manufacturers’ documentation |
| explain effects of pressure on elevation when troubleshooting geo-exchange and geothermal systems |
| explain effects of trapped air in piping for geo-exchange and geothermal systems and describe procedures to prevent it |
| F-22.04.03L |
demonstrate knowledge of procedures to troubleshoot, repair and maintain geo-exchange and geothermal systems |
identify tools and equipment used to troubleshoot, repair and maintain geo-exchange and geothermal systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to troubleshooting, repairing and maintaining geo-exchange and geothermal systems |
| identify types of measuring and testing equipment and components,and describe their characteristics and applications |
| describe procedures to troubleshootgeo-exchange and geothermal systems |
| describe procedures to repair geo-exchange and geothermal systems |
| describe maintenance proceduresfor geo-exchange and geothermal systems |
| identify documentation to complete following geo-exchange and geothermal system repair or maintenance |
| F-22.04.04L |
demonstrate knowledge of regulatory requirements to troubleshoot, repair and maintain geo-exchange and geothermal systems |
identify jurisdictional regulations pertaining to troubleshooting, repairing and maintaining of geo-exchange and geothermal systems |
Range of Variables
- geo-exchange and geothermal systems include: domestic hot water heating, hydronic heating and cooling, radiant heating, ground source heat pumps, water source heat pumps, open loop, closed loop, horizontal loop and vertical loop, DX systems
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- tools and equipment include: see Appendix B
- maintenance include: adding chemical and various additives, lubricating, checking fluids, cleaning components, inspecting equipment or components for wear, replacing worn components
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
Task F-23 Installs, tests, maintains, troubleshoots and repairs solar heating systems
Task Descriptor
Solar heating systems harness energy from the sun and deliver it through means such as conduction, convection and radiation to its intended destination. They encompass environmentally sound practices and technologies to generate energy. These systems create heating, cooling and electricity. Steamfitters/Pipefitters install these systems in residential and ICI settings.
Steamfitters/Pipefitters are responsible for the installation and maintenance of piping, associated components and equipment for these systems. Maintenance is done on a regular schedule or on an emergency basis to ensure the integrity of the piping system. Steamfitters/Pipefitters are also responsible for diagnosing, locating and repairing or replacing equipment and material as needed.
F-23.01 - Installs equipment for solar heating systems
F-23.01 - Installs equipment for solar heating systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
no |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.01.01P |
select solar heating equipment and controls |
solar heating equipment and controls are selected according to application, type of system, drawings, specifications and jurisdictional regulations |
| F-23.01.02P |
size solar heating equipment and controls |
solar heating equipment and controls are sized according to sizing methods, drawings, specifications and jurisdictional regulations |
| F-23.01.03P |
determine high points and low points for solar heating equipment and controls |
high points and low points for solar heating equipment and controls are identified according to drawings |
| F-23.01.04P |
determine location and placement of solar heating equipment and controls |
location and placement of solar heating equipment and controls are determined according to drawings, specifications and jurisdictional regulations |
| F-23.01.05P |
select and use tools and equipment |
tools and equipment are selectedand used according to job, type of system and size of piping |
| F-23.01.06P |
install supports and fasteners |
supports and fasteners are installed according to drawings, specifications and jurisdictional regulations |
| F-23.01.07P |
determine installation method |
installation method used to set solar heating equipment and controls in place is determined according to size, weight and location |
| F-23.01.08P |
install solar heating equipment |
solar heating equipment is installed according to drawings, specifications and jurisdictional regulations |
| F-23.01.09P |
install controls |
controls are installed according to drawings, specifications and jurisdictional regulations |
| F-23.01.10P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- solar heating equipment includes: solar collectors, indirect water heaters, heat dissipaters, controls, expansion joints, pumps, heat exchangers, tanks, valves
- controls include: flow devices, level devices, temperature devices, pressure devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- sizing methods include: performing calculations based on load and demand, determining measurements, consulting manufacturer/supplier documentation
- tools and equipment include: see Appendix B
- supports include: brackets, stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds, seismic restraints, anchors, guides
- fasteners include: anchors, inserts, beam clamps, nuts, bolts, screws, epoxy
- installation method includes: manual, mechanical (cranes, chain falls, tuggers, rollers, come‑alongs, cable grip hoists, hydraulic jacks)
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.01.01L |
demonstrate knowledge of solar heating systems, their characteristics, applications and operation |
identify solar heating systems, and describe their characteristics, applications and operation |
| identify solar heating equipment, and describe their characteristics, applications and operation |
| identify supports and fasteners, and describe their applications and procedures for use |
| identify controls,and describe their purpose and operation |
| interpret information pertaining to solar heating systems found on drawings and specifications |
| identify types of piping components and accessories for solar heating systems, and describe their purpose and operation |
| identify equipment used for heat dissipation |
| explain principles of heat transfer |
| identify types of heat transfer equipment, and describe their characteristics, applications and operation |
| F-23.01.02L |
demonstrate knowledge of procedures to install solar heating equipment |
identify tools and equipment used to install solar heating equipment, controls, supportsand fasteners, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to installing solar heating equipment |
| describe procedures to install solar heating equipment, controls, supportsand fasteners |
| F-23.01.03L |
demonstrate knowledge of regulatory requirements to install solar heating equipment |
identify jurisdictional regulations pertaining to installation of solar heating equipment |
Range of Variables
- solar heating systems include: domestic water heating, space heating, direct and indirect systems, closed loop systems
- solar heating equipment includes: solar collectors, indirect water heaters, heat dissipaters, controls, expansion joints, pumps, heat exchangers, tanks, valves
- supports include: brackets, stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds, seismic restraints, anchors, guides
- fasteners include: anchors, expansion type inserts, beam clamps, nuts, bolts, screws, epoxy
- controls include: flow devices, level devices, temperature devices, pressure devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- principles of heat transfer include: radiation, conduction, convection
- heat transfer equipment includes: solar collectors, indirect water heaters, heat dissipaters, heat exchangers, tanks
- tools and equipment include: see Appendix B
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-23.02 - Installs piping for solar heating systems
F-23.02 - Installs piping for solar heating systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
no |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.02.01P |
determine route and location of piping system |
route and location of piping system are determined according to drawings, or modified to avoid obstructions and conflicts |
| F-23.02.02P |
determine high points and low points of piping system |
high points and low points of piping system are identified according to drawings |
| F-23.02.03P |
select and size piping |
piping is selected and sized according to manufacturers’ recommendations, drawings, specifications and jurisdictional regulations |
| F-23.02.04P |
select and use tools and equipment |
tools and equipment are selectedand used according to job, type of system and size of piping |
| F-23.02.05P |
clean and prepare fittings and joints |
fittings and joints are cleaned and prepared according to drawings, specifications and jurisdictional regulations |
| F-23.02.06P |
determine joining method |
joining methods are determined according to drawings, specifications and jurisdictional regulations |
| F-23.02.07P |
bend piping |
piping is bent according to drawings, specifications and jurisdictional regulations |
| F-23.02.08P |
determine grade or pitch of piping |
grade or pitch of piping is determined according to drawings, specifications and jurisdictional regulations |
| F-23.02.09P |
install piping supports |
piping supports are installed according to drawings, specifications and jurisdictional regulations |
| F-23.02.10P |
install piping restraints |
piping restraints are installed according to drawings, specifications and jurisdictional regulations |
| F-23.02.11P |
assemble and install piping |
piping is assembled and installed using joining methods to allow for insulation of piping, including sleeving and proper spacing, and making allowances for contraction and expansion according to drawings, specifications and jurisdictional regulations |
| F-23.02.12P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- piping includes: carbon steel, alloy steel, copper, stainless steel, HDPE, plastic
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- obstructions include: structural components (beams, walls), other mechanical and electrical systems
- conflicts include: high and low points, clearances, protection from environmental damage (extreme heat or cold), protection from mechanical damage (overhead doors, forklifts, machinery)
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- tools and equipment include: see Appendix B
- joining methods include: flanging, bonding, grooving, threading, welding, soldering, brazing, mechanical joints, fusion
- piping supports include: rollers, hangers, clamps, brackets, stands
- piping restraints include: wires, clamps, pipe, brackets, anchors, guides
- allowances for contraction and expansion include: expansion joints, expansion loops, swing joints
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.02.01L |
demonstrate knowledge of piping and piping components for solar heating systems, their characteristics, applications and operation |
identify types of piping and piping components for solar heating systems, and describe their characteristics, applications and operation |
| identify piping configurations, and describe their characteristics, applications and operation |
| interpret information pertaining to piping found on drawings and specifications |
| explain effects of electrolysis when connecting dissimilar metals on piping and piping components |
| explain effects of expansion and contraction on piping for solar heating systems |
| explain effects of trapped air in piping for solar heating systems and describe procedures to prevent it |
| identify considerations for selecting piping components for solar heating systems |
| identify systems that require grade or pitch of piping |
| F-23.02.02L |
demonstrate knowledge of procedures to assemble and install piping and piping components for solar heating systems |
identify tools and equipment used to assemble and install piping and piping components for solar heating systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to assembling and installing piping and piping components for solar heating systems |
| describe procedures to install piping and piping components for solar heating systems |
| describe procedures to protect piping and piping components for solar heating systems |
| describe procedures to bend piping for solar heating systems |
| identify documentation to be completed following assembly and installation of piping and piping components for solar heating systems |
| identify calculations for determining grade |
| F-23.02.03L |
demonstrate knowledge of regulatory requirements for installation of piping and piping components for solar heating systems |
identify jurisdictional regulations pertaining to installation of piping and piping components for solar heating systems |
Range of Variables
- piping includes: carbon steel, alloy steel, copper, stainless steel, HDPE, plastic
- piping components include: fittings, dielectric fittings, hangers, brackets, sleeves, anchors, guides, valves, strainers, expansion joints, expansion loops
- solar heating systems include: domestic water heating, space heating, direct and indirect systems, closed loop systems
- piping configurations include: open system, closed system
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- considerations include: insulation requirements, type of supports, shoes and sleeves, expansion, contraction, weight, loading
- tools and equipment include: see Appendix B
- protect includes: protection from mechanical damage, seismic activity, environmental conditions
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-23.03 - Tests solar heating systems
F-23.03 - Tests solar heating systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
no |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.03.01P |
perform visual pre-check inspection of solar heating systems |
visual pre-check inspection of solar heating systems is performed to check for possible obstructions and deficiencies, and punch list is completed to confirm components are installed |
| F-23.03.02P |
determine test, testing equipment and components, and test parameters |
tests, testing equipment and components, and test parameters are determined according to drawings, specifications and jurisdictional regulations |
| F-23.03.03P |
select and use tools and equipment |
tools and equipment are selected and used according to job and type of system |
| F-23.03.04P |
determine test medium and method of filling, draining or purging system |
test medium is determined according to test selected, and method of filling, draining or purging is determined according to test medium |
| F-23.03.05P |
assemble testing equipment and components |
testing equipment and components are assembled and allow test to be completed |
| F-23.03.06P |
lock out and tag out piping systems and their components |
piping systems and their components are locked and tagged out to prevent activation during testing |
| F-23.03.07P |
install isolation components |
isolation components are installed, sensitive equipment is protected from test pressures and confirmation of zero energy state is completed according to LOTO procedures |
| F-23.03.08P |
connect testing equipment and components |
testing equipment and components are connected according to test procedures |
| F-23.03.09P |
perform test on solar heating systems |
test medium is introduced to solar heating systems and results of test are documented for purpose of obtaining sign‑off |
| F-23.03.10P |
remove test medium from solar heating systems |
test medium is removed from solar heating systems and either recycled or disposed of according to specifications and jurisdictional regulations |
| F-23.03.11P |
remove lock-out and tag-out from piping systems and their components |
locks and tags are removed from piping systems and their components according to LOTO procedures |
| F-23.03.12P |
reinstate solar heating systems |
isolation components and testing equipment and components are removed and solar heating system components are reinstalled according to drawings and specifications |
| F-23.03.13P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations, and final copies are distributed |
Range of Variables
- solar heating systems include: domestic water heating, space heating, direct and indirect systems, closed loop systems
- tests include: hydrostatic, pneumatic
- testing equipment and components include: blinds, calibrated pressure gauges, pumps, valves, recorders, testing trees, testing headers, relief devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- tools and equipment include: see Appendix B
- test medium includes: water, water/glycol mix, air, inert gas
- method includes: using pumps, compressors, compressed gas cylinders
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.03.01L |
demonstrate knowledge of solar heating systems, their characteristics, applications and operation |
identify solar heating systems, their characteristics, applications and operation |
| F-23.03.02L |
demonstrate knowledge of testing of solar heating system |
identify types of tests, and describe their characteristics and applications |
| identify test medium used in testing of solar heating system and, describe their characteristics and applications |
| identify method of filling, draining or purging test medium |
| identify types of isolation components, and describe their characteristics and applications |
| interpret information pertaining to solar heating system testing found on drawings and specifications |
| explain effect of elevation and temperature on pressure when testing solar heating systems |
| explain effects of trapped air in piping for solar heating systems and describe procedures to prevent it |
| F-23.03.03L |
demonstrate knowledge of procedures to test solar heating systems |
identify tools and equipment used to test solar heating systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to testing solar heating systems |
| identify types of testing equipment and components and describe their characteristics and applications |
| describe procedures to test solar heating systems and equipment |
| describe procedures to remove test medium from solar heating systems |
| describe procedures to reinstate solar heating systems |
| identify documentation to complete following solar heating system testing |
| describe confirmation of zero energy state procedures |
| F-23.03.04L |
demonstrate knowledge of regulatory requirements to test solar heating systems |
identify jurisdictional regulations pertaining to testing of solar heating systems |
Range of Variables
- solar heating systems include: domestic water heating, space heating, direct and indirect systems, closed loop systems
- tests include: hydrostatic, pneumatic
- test medium includes: water, water/glycol mix, air, inert gas
- method includes: using pumps, compressors, compressed gas cylinders
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- tools and equipment include: see Appendix B
- testing equipment and components include:blinds, calibrated pressure gauges, pumps, valves, recorders, testing trees, testing headers, relief devices
- confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-23.04 - Maintains, troubleshoots and repairs solar heating systems
F-23.04 - Maintains, troubleshoots and repairs solar heating systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
no |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.04.01P |
determine solar heating system issues that require investigation |
solar heating system issues requiring investigation are determined by consulting with system owner/operator |
| F-23.04.02P |
select and use tools and equipment |
tools and equipment are selected and used according to job and type of system |
| F-23.04.03P |
troubleshoot solar heating system |
solar heating system is tested and inspected to determine equipment or componentsin condition for repair or replacement |
| F-23.04.04P |
lock out and tag out solar heating systems |
solar heating systems are locked and tagged out to prevent activation during repair or maintenance |
| F-23.04.05P |
install isolation components and ensure solar heating system is in zero energy state |
isolation components are installed and confirmation of zero energy state is completed before repair or maintenance of solar heating systems |
| F-23.04.06P |
disassemble solar heating system, repair or replace faulty equipment or components and reassemble solar heating system |
equipment and components are removed, repaired or replaced and solar heating system is reassembled without damage to other components or surrounding area |
| F-23.04.07P |
reinstate solar heating system to operating condition |
solar heating system is filled and pressurized, bled of air or contaminants, checked for leaks, locks and tags removed and system is returned to normal operating condition after maintenance or repair is completed |
| F-23.04.08P |
follow predetermined maintenance schedule |
maintenance is performed according to predetermined maintenance schedule, and solar heating equipment is free of contaminants and operating efficiently |
| F-23.04.09P |
perform test on solar heating systems |
test medium is introduced to solar heating systems and results of test are documented for purpose of obtaining sign‑off |
| F-23.04.10P |
remove test medium from solar heating systems |
test medium is removed from solar heating systems and either recycled or disposed of according to specifications and jurisdictional regulations |
| F-23.04.11P |
perform system medium quality test |
system medium quality test is performed using a test kit and testing equipment according to manufacturers’ recommendations, QA/QC requirements and jurisdictional regulations |
| F-23.04.12P |
treat system medium in solar heating systems |
system medium in solar heating systems is treated with chemicals according to manufacturers’ recommendations, owner/operator, system parameters and results of system medium quality test |
| F-23.04.13P |
complete documentation |
documentation is completed according to manufacturers’ recommendations, owner/operator, drawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- solar heating systems include: domestic water heating, space heating, direct and indirect systems, closed loop systems
- tools and equipment include: see Appendix B
- test and inspect includes: sensory inspection, diagnostic testing, monitoring system operation
- conditions for repair or replacement include: abnormal temperature, leaks, corrosion, control malfunction, vibration, irregular movement
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, and equipment is inoperable
- maintenance include: adding chemical and various additives, lubricating, checking fluids, cleaning components, inspecting equipment or components for wear, replacing worn components
- solar heating equipment includes: solar collectors, indirect water heaters, heat dissipaters, controls, expansion joints, pumps, heat exchangers, tanks, valves
- tests include: hydrostatic, pneumatic
- test medium includes: water, water/glycol mix, air, inert gas
- documentation includes: lock-out and tag-out, maintenance log, quality control reports
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.04.01L |
demonstrate knowledge of solar heating systems, their characteristics, applications and operation |
identify solar heating systems, their characteristics, applications and operation |
| demonstrate knowledge of troubleshooting, repairing and maintaining solar heating systems |
identify types of isolation components, and describe their characteristics and applications |
| interpret information pertaining to troubleshooting, repairing and maintaining solar heating systems found on drawings, specifications and manufacturers’ documentation |
| explain effects of pressure on elevation when troubleshooting solar heating systems |
| explain effects of trapped air in piping for solar heating systems and describe procedures to prevent it |
| F-23.04.02L |
demonstrate knowledge of procedures to troubleshoot, repair and maintain solar heating systems |
identify tools and equipment used to troubleshoot, repair and maintain solar heating systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to troubleshooting, repairing and maintaining solar heating systems |
| identify types of measuring and testing equipment and components,and describe their characteristics and applications |
| describe procedures to troubleshootsolar heating systems |
| describe procedures to repair solar heating systems |
| describe maintenance procedures for solar heating systems |
| identify documentation to complete following solar heating system repair or maintenance |
| F-23.04.03L |
demonstrate knowledge of regulatory requirements to troubleshoot, repair and maintain solar heating systems |
identify jurisdictional regulations pertaining to troubleshooting, repairing and maintaining of solar heating systems |
Range of Variables
- solar heating systems include: domestic water heating, space heating, direct and indirect systems, closed loop systems
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- tools and equipment include: see Appendix B
- maintenance include: adding chemical and various additives, lubricating, checking fluids, cleaning components, inspecting equipment or components for wear, replacing worn components
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
Task F-24 Installs, tests, maintains, troubleshoots and repairs heat recovery systems
Task Descriptor
Heat recovery systems transfer heat from various sources of heat such as refrigerant gas, exhaust steam, flash steam, waste water, cooling water, heat recovery ventilators (HRV) and gland seals. Steamfitter/Pipefitters install, test, maintain, troubleshoot and repair heat recovery systems.
Steamfitters/Pipefitters are responsible for the installation and maintenance of piping, associated components and equipment for these systems. Maintenance is done on a regular schedule or on an emergency basis to ensure the integrity of the piping system. Steamfitters/Pipefitters are also responsible for diagnosing, locating and repairing or replacing equipment and material as needed.
F-24.01 - Installs equipment for heat recovery systems
F-24.01 - Installs equipment for heat recovery systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-24.01.01P |
select heat recovery equipment and controls |
heat recovery equipment and controls are selected according to application, type of system, drawings, specifications and jurisdictional regulations |
| F-24.01.02P |
size heat recovery equipment and controls |
heat recovery equipment and controls are sized according to sizing methods, drawings, specifications and jurisdictional regulations |
| F-24.01.03P |
determine high points and low points for heat recovery equipment and controls |
high points and low points for heat recovery equipment and controls are identified according to drawings |
| F-24.01.04P |
determine location and placement of heat recovery equipment and controls |
location and placement of heat recovery equipment and controls are determined according to drawings, specifications and jurisdictional regulations |
| F-24.01.05P |
select and use tools and equipment |
tools and equipment are selectedand used according to job, type of system and size of piping |
| F-24.01.06P |
install supports and fasteners |
supports and fasteners are installed according to drawings, specifications and jurisdictional regulations |
| F-24.01.07P |
determine installation method |
installation method used to set heat recovery equipment and controls in place is determined according to size, weight and location |
| F-24.01.08P |
install heat recovery equipment |
heat recovery equipment is installed according to drawings, specifications and jurisdictional regulations |
| F-24.01.09P |
install controls |
controls are installed according to drawings, specifications and jurisdictional regulations |
| F-24.01.10P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- heat recovery equipment includes: expansion joints, pumps, heat exchangers, tanks, valves
- controls include: flow devices, level devices, temperature devices, pressure devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- sizing methods include: performing calculations based on load and demand, determining measurements, consulting manufacturer/supplier documentation
- tools and equipment include: see Appendix B
- supports include: brackets, stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds, seismic restraints, anchors, guides
- fasteners include: anchors, inserts, beam clamps, nuts, bolts, screws, epoxy
- installation method includes: manual, mechanical (cranes, chain falls, tuggers, rollers, come‑alongs, cable grip hoists, hydraulic jacks)
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-24.01.01L |
demonstrate knowledge of heat recovery systems, their characteristics, applications and operation |
identify heat recovery systems, and describe their characteristics, applications and operation |
| identify heat recovery equipment, and describe their characteristics, applications and operation |
| identify supports and fasteners, and describe their applications and procedures for use |
| identify controls,and describe their purpose and operation |
| interpret information pertaining to heat recovery systems found on drawings and specifications |
| identify types of piping components and accessories for heat recovery systems, and describe their purpose and operation |
| identify sources of heat used in heat recovery systems |
| identify sources of cooling used in heat recovery systems |
| explain principles of heat transfer |
| identify types of heat transfer equipment, and describe their characteristics, applications and operation |
| F-24.01.02L |
demonstrate knowledge of procedures to install heat recovery equipment |
identify tools and equipment used to install heat recovery equipment, controls, supports and fasteners, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to installing heat recovery equipment |
| describe procedures to install heat recovery equipment, controls, supports and fasteners |
| F-24.01.03L |
demonstrate knowledge of regulatory requirements to install heat recovery equipment |
identify jurisdictional regulations pertaining to installation of heat recovery equipment |
Range of Variables
- heat recovery systems include: domestic water heating, process water heating, heating and cooling
- heat recovery equipment includes: expansion joints, pumps, heat exchangers, tanks, valves
- supports include: brackets, stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds, seismic restraints, anchors, guides
- fasteners include: anchors, expansion type inserts, beam clamps, nuts, bolts, screws, epoxy
- controls include: flow devices, level devices, temperature devices, pressure devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- sources of heat include: refrigerant gases, steam, waste water, cooling water, heat recovery ventilators (HRV), gland seals
- sources of cooling include: ground source, cooling towers, chillers, refrigeration, heat exchangers
- principles of heat transfer include: radiation, conduction, convection
- heat transfer equipment includes: radiators, convectors, pipe coils, unit heaters, radiant panels, heat exchangers
- tools and equipment include: see Appendix B
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-24.02 - Installs piping for heat recovery systems
F-24.02 - Installs piping for heat recovery systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-24.02.01P |
determine route and location of piping system |
route and location of piping system are determined according to drawings, or modified to avoid obstructions and conflicts |
| F-24.02.02P |
determine high points and low pointsof piping system |
high points and low points of piping system are identified according to drawings |
| F-24.02.03P |
select and size piping |
piping is selected and sized according to manufacturers’ recommendations, drawings, specifications and jurisdictional regulations |
| F-24.02.04P |
select and use tools and equipment |
tools and equipment are selectedand used according to job, type of system and size of piping |
| F-24.02.05P |
clean and prepare fittings and joints |
fittings and joints are cleaned and prepared according to drawings, specifications and jurisdictional regulations |
| F-24.02.06P |
determine joining method |
joining methods are determined according to drawings, specifications and jurisdictional regulations |
| F-24.02.07P |
bend piping |
piping is bent according to drawings, specifications and jurisdictional regulations |
| F-24.02.08P |
determine grade or pitch of piping |
grade or pitch of piping is determined according to drawings, specifications and jurisdictional regulations |
| F-24.02.09P |
install piping supports |
piping supports are installed according to drawings, specifications and jurisdictional regulations |
| F-24.02.10P |
install piping restraints |
piping restraints are installed according to drawings, specifications and jurisdictional regulations |
| F-24.02.11P |
assemble and install piping |
piping is assembled and installed using joining methods to allow for insulation of piping, including sleeving and proper spacing, and making allowances for contraction and expansion according to drawings, specifications and jurisdictional regulations |
| F-24.02.12P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- piping includes: carbon steel, alloy steel, copper, stainless steel, HDPE, plastic
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- obstructions include: structural components (beams, walls), other mechanical and electrical systems
- conflicts include: high and low points, clearances, protection from environmental damage (extreme heat or cold), protection from mechanical damage (overhead doors, forklifts, machinery
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- tools and equipment include: see Appendix B
- joining methods include: flanging, bonding, grooving, threading, welding, soldering, brazing, mechanical joints, fusion
- piping supports include: rollers, hangers, clamps, brackets, stands
- piping restraints include: wires, clamps, pipe, brackets, anchors, guides
- allowances for contraction and expansion include: expansion joints, expansion loops, swing joints
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-24.02.01L |
demonstrate knowledge of piping and piping components for heat recovery systems, their characteristics, applications and operation |
identify types of piping and piping components for heat recovery systems, and describe their characteristics, applications and operation |
| identify piping configurations, and describe their characteristics, applications and operation |
| interpret information pertaining to piping found on drawings and specifications |
| explain effects of electrolysis when connecting dissimilar metals on piping and piping components |
| explain effects of expansion and contraction on piping for heat recovery systems |
| explain effects of trapped air in piping for heat recovery systems and describe procedures to prevent it |
| identify considerations for selecting piping components for heat recovery systems |
| identify systems that require grade or pitch of piping |
| F-24.02.02L |
demonstrate knowledge of procedures to assemble and install piping and piping components for heat recovery systems |
identify tools and equipment used to assemble and install piping and piping components for heat recovery systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to assembling and installing piping and piping components for heat recovery systems |
| describe procedures to install piping and piping components for heat recovery systems |
| describe procedures to protect piping and piping components for heat recovery systems |
| describe procedures to bend piping for heat recovery systems |
| identify documentation to be completed following assembly and installation of piping and piping components for heat recovery systems |
| identify calculations for determining grade |
| F-24.02.03L |
demonstrate knowledge of regulatory requirements for installation of piping and piping components for heat recovery systems |
identify jurisdictional regulations pertaining to installation of piping and piping components for heat recovery systems |
Range of Variables
- piping includes: carbon steel, alloy steel, copper, stainless steel, HDPE, plastic
- piping components include: fittings, dielectric fittings, hangers, brackets, sleeves, anchors, guides, valves, strainers, expansion joints, expansion loops
- heat recovery systems include: domestic water heating, process water heating, heating and cooling
- drawings include: engineered, mechanical, electrical, architectural, manufacturer, structural
- considerations include: insulation requirements, type of supports, shoes and sleeves, expansion, contraction
- tools and equipment include: see Appendix B
- protect includes: protection from mechanical damage, seismic activity, environmental conditions
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-24.03 - Tests heat recovery systems
F-24.03 - Tests heat recovery systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-24.03.01P |
perform visual pre-check inspection of heat recovery systems |
visual pre-check inspection of heat recovery systems is performed to check for possible obstructions and deficiencies, and punch list is completed to confirm components are installed |
| F-24.03.02P |
determine test, testing equipment and components, and test parameters |
tests, testing equipment and components, and test parameters are determined according to drawings, specifications and jurisdictional regulations |
| F-24.03.03P |
select and use tools and equipment |
tools and equipment are selected and used according to job and type of system |
| F-24.03.04P |
determine test medium and method of filling, draining or purging system |
test medium is determined according to test selected, and method of filling, draining or purging is determined according to test medium |
| F-24.03.05P |
assemble testing equipment and components |
testing equipment and components are assembled and allow test to be completed |
| F-24.03.06P |
lock out and tag out piping systems and their components |
piping systems and their components are locked and tagged out to prevent activation during testing |
| F-24.03.07P |
install isolation components |
isolation components are installed, sensitive equipment is protected from test pressures and confirmation of zero energy state is completed according to LOTO procedures |
| F-24.03.08P |
connect testing equipment and components |
testing equipment and components are connected according to test procedures |
| F-24.03.09P |
perform test on heat recovery systems |
test medium is introduced to heat recovery systems and results of test are documented for purpose of obtaining sign‑off |
| F-24.03.10P |
remove test medium from heat recovery systems |
test medium is removed from heat recovery systems and either recycled or disposed of according to specifications and jurisdictional regulations |
| F-24.03.11P |
remove lock-out and tag-out from piping systems and their components |
locks and tags are removed from piping systems and their components according to LOTO procedures |
| F-24.03.12P |
reinstate heat recovery systems |
isolation components and testing equipment and components are removed and heat recovery system components are reinstalled according to drawings and specifications |
| F-24.03.13P |
complete documentation |
documentation is completed according todrawings, QA/QC specifications and jurisdictional regulations, and final copies are distributed |
Range of Variables
- heat recovery systems include:domestic water heating, process water heating, heating and cooling
- tests include: hydrostatic, pneumatic
- testing equipment and components include: blinds, calibrated pressure gauges, pumps, valves, recorders, testing trees, testing headers, relief devices
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
- tools and equipment include: see Appendix B
- test medium includes: water, air, inert gases
- method includes: using hand pump, centrifugal pump, compressors, compressed gas cylinders
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-24.03.01L |
demonstrate knowledge of heat recovery systems, their characteristics, applications and operation |
identify heat recovery systems, their characteristics, applications and operation |
| F-24.03.02L |
demonstrate knowledge of testing of heat recovery system |
identify types of tests, and describe their characteristics and applications |
| identify test medium used in testing of heat recovery system and, describe their characteristics and applications |
| identify method of filling, draining or purging test medium |
| identify types of isolation components, and describe their characteristics and applications |
| interpret information pertaining to heat recovery system testing found on drawings and specifications |
| explain effect of elevation and temperature on pressure when testing heat recovery systems |
| explain effects of trapped air in piping for heat recovery systems and describe procedures to prevent it |
| F-24.03.03L |
demonstrate knowledge of procedures to test heat recovery systems |
identify tools and equipment used to test heat recovery systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to testing heat recovery systems |
| identify types of testing equipment and components and describe their characteristics and applications |
| describe procedures to test heat recovery systems and equipment |
| describe procedures to remove test medium from heat recovery systems |
| describe procedures to reinstate heat recovery systems |
| identify documentation to complete following heat recovery system testing |
| describe confirmation of zero energy state procedures |
| F-24.03.04L |
demonstrate knowledge of regulatory requirements to test heat recovery systems |
identify jurisdictional regulations pertaining to testing of heat recovery systems |
Range of Variables
- heat recovery systems include: domestic water heating, process water heating, heating and cooling
- tests include: hydrostatic, pneumatic
- test medium includes: water, air, inert gases
- method includes: using hand pump, centrifugal pump, compressors, compressed gas cylinders
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- tools and equipment include: see Appendix B
- testing equipment and components include:blinds, calibrated pressure gauges, pumps, valves, recorders, testing trees, testing headers, relief devices
- confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
F-24.04 - Maintains, troubleshoots and repairs heat recovery systems
F-24.04 - Maintains, troubleshoots and repairs heat recovery systems
| NL |
NS |
PE |
NB |
QC |
ON |
MB |
SK |
AB |
BC |
NT |
YT |
NU |
| yes |
yes |
NV |
NV |
NV |
yes |
yes |
yes |
yes |
yes |
NV |
NV |
NV |
Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-24.04.01P |
determine heat recovery system issues that require investigation |
heat recovery system issues requiring investigation are determined by consulting with system owner/operator |
| F-24.04.02P |
select and use tools and equipment |
tools and equipment are selected and used according to job and type of system |
| F-24.04.03P |
troubleshoot heat recovery system |
heat recovery system is tested and inspected to determine equipment or componentsin condition for repair or replacement |
| F-24.04.04P |
lock out and tag out heat recovery systems |
heat recovery systems are locked and tagged out to prevent activation during repair or maintenance |
| F-24.04.05P |
install isolation components and ensure heat recovery system is in zero energy state |
isolation components are installed and confirmation of zero energy state is completed before repair or maintenance of heat recovery systems |
| F-24.04.06P |
disassemble heat recovery system, repair or replace faulty equipment or components and reassemble heat recovery system |
equipment and components are removed, repaired or replaced and heat recovery system is reassembled without damage to other components or surrounding area |
| F-24.04.07P |
reinstate heat recovery system to operating condition |
heat recovery system is filled and pressurized, bled of air or contaminants, and checked for leaks, locks and tags are removed, and system is returned to normal operating condition after maintenance or repair is completed |
| F-24.04.08P |
follow predetermined maintenance schedule |
maintenance is performed according to predetermined maintenance schedule, and heat recovery equipment is free of contaminants and operating efficiently |
| F-24.04.09P |
perform test on heat recovery systems |
test medium is introduced to heat recovery systems and results of test are documented for purpose of obtaining sign‑off |
| F-24.04.10P |
remove test medium from heat recovery systems |
test medium is removed from heat recovery systems and either recycled or disposed of according to specifications and jurisdictional regulations |
| F-24.04.11P |
perform system medium quality test |
system medium quality test is performed using a test kit and testing equipment according to manufacturers’ recommendations, QA/QC requirements and jurisdictional regulations |
| F-24.04.12P |
treat system medium in heat recovery systems |
system medium in heat recovery systems is treated with chemicals according to manufacturers’ recommendations, owner/operator, system parameters and results of system medium quality test |
| F-24.04.13P |
complete documentation |
documentation is completed according to manufacturers’ recommendations, owner/operator, drawings, QA/QC specifications and jurisdictional regulations |
Range of Variables
- heat recovery systems include: domestic water heating, process water heating, heating and cooling
- tools and equipment include: see Appendix B
- test and inspect includes: sensory inspection, diagnostic testing, monitoring system operation
- conditions for repair or replacement include: abnormal temperature, leaks, corrosion, control malfunction, vibration, irregular movement
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- confirmation of zero energy state include: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, and equipment is inoperable
- maintenance include: adding chemical and various additives, lubricating, checking fluids, cleaning components, inspecting equipment or components for wear, replacing worn components
- heat recovery equipment includes: expansion joints, pumps, heat exchangers, tanks, valves
- tests include: hydrostatic, pneumatic
- test medium includes: water, air, inert gases
- documentation includes: lock-out and tag-out, maintenance log, quality control reports
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-24.04.01L |
demonstrate knowledge of heat recovery systems, their characteristics, applications and operation |
identify heat recovery systems, their characteristics, applications and operation |
| F-24.04.02L |
demonstrate knowledge of troubleshooting, repairing and maintaining heat recovery systems |
identify types of isolation components, and describe their characteristics and applications |
| interpret information pertaining to troubleshooting, repairing and maintaining heat recovery systems found on drawings, specifications and manufacturers’ documentation |
| explain effects of pressure on elevation when troubleshooting heat recovery systems |
| explain effects of trapped air in piping for heat recovery systems and describe procedures to prevent it |
| F-24.04.03L |
demonstrate knowledge of procedures to troubleshoot, repair and maintain heat recovery systems |
identify tools and equipment used to troubleshoot, repair and maintain heat recovery systems, and describe their applications and procedures for use |
| identify hazards, and describe safe work practices pertaining to troubleshooting, repairing and maintaining heat recovery systems |
| identify types of measuring and testing equipment and components,and describe their characteristics and applications |
| describe procedures to troubleshootheat recovery systems |
| describe procedures to repair heat recovery systems |
| describe maintenance proceduresfor heat recovery systems |
| identify documentation to complete following heat recovery system repair or maintenance |
| F-24.04.04L |
demonstrate knowledge of regulatory requirements to troubleshoot, repair and maintain heat recovery systems |
identify jurisdictional regulations pertaining to troubleshooting, repairing and maintaining of heat recovery systems |
Range of Variables
- heat recovery systems include:domestic water heating, process water heating, heating and cooling
- isolation components include: blinds, spades, plugs and caps, temporary spool pieces
- drawings include: engineered, mechanical, electrical, architectural, manufacturer
- tools and equipment include: see Appendix B
- maintenance include: adding chemical and various additives, lubricating, checking fluids, cleaning components, inspecting equipment or components for wear, replacing worn components
- jurisdictional regulations include: by-laws, standards, codes, ANSI, CSA, OH&S, ASME