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GearRefrigeration and Air Conditioning Trade Skills

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Fundamental Occupational Skills

Utilizes mechanical and architectural drawings, acts, codes, standards, legislation, and service and operating manuals.
Interprets blueprints, drawings and schematics.
  • knowledge of types and formats of drawings and schematics
  • knowledge of drawing conventions
  • knowledge of information contained on drawings and schematics such as dimensions, tolerances and components
  • knowledge of system drawings
  • ability to recognize symbols and abbreviations
  • ability to calculate dimensions
  • ability to visualize three dimensional structures, components, piping and ducting
  • ability to perform unit conversions
  • ability to document changes to drawings and schematics
  • ability to prepare sketches
Interprets service and operating manuals, technical bulletins and warranties.
  • knowledge of operation of equipment and components
  • knowledge of service/operating manuals
  • knowledge of technical bulletins
  • knowledge of warranties
  • knowledge of equipment specifications
  • ability to locate product information, operating service procedures and maintenance schedules
  • ability to access information from the Internet, compact discs or supplier/manufacturer representative
  • ability to recognize need for and locate technical updates and technical bulletins
Interprets tables, charts and diagrams.
  • knowledge of types of refrigeration tables, charts and diagrams
  • knowledge of refrigeration and electrical and gas, acts, codes, legislation, regulations and specifications
  • ability to recognize mechanical, electrical, pneumatic, electronic and communication symbols and abbreviations
Interprets manufacturer’s specifications.
  • knowledge of operating conditions such as voltage, pressures, amperage, capacities and temperature
  • knowledge of design data such as tolerances, dimensions, weights, sound ratings, vibrations, volumes and speed
  • knowledge of energy consumptions
  • ability to recognize inconsistencies between specifications and equipment
  • ability to recognize limitations of equipment design
Complies with government acts, codes, standards and regulations.
  • knowledge of government standards and regulations such as OHSA, ASHRAE, WHMIS and TDG
  • knowledge of safety regulations, inspections and standards
  • knowledge of federal, provincial/territorial and municipal codes and by-laws such as fire, gas, building, plumbing and electrical
  • knowledge of types of permits such as electrical, gas, mechanical and hoisting
  • knowledge of procedures to obtain permits and inspections
  • ability to locate and access standards, codes and regulations
  • ability to apply standards, codes and regulations
  • ability to document inspections
Operates and maintains tools and equipment.
Utilizes hand tools.
  • knowledge of types and function of common hand tools
  • knowledge of metric and imperial tool sizes
  • knowledge of operating procedures and techniques for hand tools
  • ability to select hand tools required for task to be performed
  • ability to clean and lubricate hand tools
  • ability to store hand tools
  • ability to perform minor repairs such as sharpening, straightening and cleaning
  • ability to calibrate hand tools
Utilizes portable and stationary power tools.
  • knowledge of types and functions of air, electric and hydraulic portable and stationary power tools
  • knowledge of operating procedures for air, electric and hydraulic portable and stationary power tools
  • knowledge of capabilities and limitations of air, electric and hydraulic portable and stationary power tools
  • knowledge of power supply requirements for selected portable and stationary power tools
  • knowledge of maintenance schedules for equipment
  • ability to select the portable and stationary power tools for the job to be performed
  • ability to clean and lubricate portable and stationary power tools
  • ability to perform minor repairs such as replacing power cord ends, air line connectors and hydraulic or air hoses
  • ability to store portable power tools
  • ability to calibrate power tools
Utilizes oxy-fuel and air-fuel equipment.
  • knowledge of types and functions of oxy-fuel and air-fuel equipment
  • knowledge of operating procedures for oxy-fuel and air-fuel equipment
  • knowledge of capabilities and limitations of oxy-fuel and air-fuel equipment
  • knowledge of local fire codes and safety legislation
  • ability to select oxy-fuel and air-fuel equipment for the job to be performed
  • ability to clean oxy-fuel and air-fuel equipment
  • ability to perform minor repairs such as replacing o-rings, hoses and gauges, and tightening connections
  • ability to store, transport and secure oxy-fuel and air-fuel equipment
Utilizes recovery and recycle equipment.
  • knowledge of government legislation, codes and regulations
  • knowledge of types, functions and limitations of recovery and recycle equipment
  • knowledge of application of recovery and recycle equipment to refrigeration and air conditioning systems
  • knowledge of types of refrigerants and oils and their compositions
  • knowledge of techniques and procedures to recover and recycle refrigerants and oils
  • knowledge of handling and storage techniques for refrigerants and oils
  • ability to operate recovery and recycle equipment
  • ability to maintain recovery and recycle equipment
  • ability to transport recovered and recycled refrigerants and oils
Utilizes evacuation equipment and tools.
  • knowledge of government legislation, codes and regulations
  • knowledge of types and functions of evacuation equipment and tools
  • knowledge of techniques and procedures for evacuation and dehydration of refrigeration and air conditioning systems
  • knowledge of vacuum levels and durations required for refrigeration and air conditioning application
  • knowledge of effects of temperature, electrical connections, power interruptions and line sizing on evacuation
  • ability to operate evacuation equipment and tools
  • ability to maintain evacuation equipment and tools such as replacing vacuum pump oil
  • ability to interpret vacuum readings to adequately evacuate and dehydrate
Utilizes charging equipment and tools.
  • knowledge of government legislation and regulations
  • knowledge of types and functions of charging equipment and tools such as charging cylinders, charging scales and sight glass
  • knowledge of techniques and procedures for operation of charging equipment and tools
  • knowledge of refrigerant types and properties
  • ability to calculate system refrigerant charge
  • ability to interpret name plate data
  • ability to interpret manufacturer’s charging instructions
  • ability to operate charging equipment and tools
  • ability to maintain charging equipment and tools
Utilizes access/egress equipment.
  • knowledge of types of access/egress equipment such as ladders, staging and scaffolding
  • knowledge of load bearing capacity of access equipment
  • knowledge of standards, specifications and regulations for access equipment such as Occupational Health and Safety Regulations
  • ability to secure access equipment
  • ability to employ fall arrest equipment such as harnesses, safety belts and lines
  • ability to erect, dismantle and maintain stationary/rolling scaffolding
  • ability to erect, dismantle and maintain staging
Utilizes hoisting and rigging equipment.
  • knowledge of government legislation, codes and regulations
  • knowledge of types and functions of hoisting, tugging and lifting devices such as jacks, hoists and come-alongs
  • knowledge of types and functions of rigging equipment such as belts, ropes, cables and slings
  • knowledge of operating procedures and techniques for hoisting, tugging and lifting devices
  • knowledge of hoisting, tugging and lifting capacities
  • ability to determine loads and weights
  • ability to clean, lubricate and store rigging, hoisting, tugging and lifting devices
  • ability to recognize damaged, worn, defective and leaking components
  • ability to perform minor repairs and replenish fluids
Utilizes mechanical measuring equipment.
  • knowledge of types and functions of mechanical measuring equipment such as vernier calipers, micrometers and dial indicators
  • knowledge of operating procedures for mechanical measuring equipment
  • knowledge of handling and storage requirements for mechanical measuring equipment
  • ability to check mechanical measuring equipment for accuracy and calibration
  • ability to convert between metric and imperial measurements
  • ability to identify damaged or worn mechanical measuring equipment
  • ability to clean mechanical measuring equipment
  • ability to store mechanical measuring equipment
  • ability to calibrate mechanical measuring equipment
Utilizes electric and electronic diagnostic tools.
  • knowledge of types and functions of electric and electronic diagnostic tools
  • knowledge of proper care and handling of electric and electronic diagnostic tools
  • knowledge of operating procedures for electric and electronic diagnostic tools
  • knowledge of capabilities and limitations of electric and electronic diagnostic tools
  • ability to interpret readings and fault codes
  • ability to hook up electric and electronic diagnostic tools
  • ability to perform minor maintenance such as changing batteries or cleaning connectors
  • ability to store electric and electronic diagnostic tools
  • ability to calibrate electric and electronic diagnostic tools
Utilizes computer equipment to interface with refrigeration and air conditioning systems.
  • knowledge of techniques and procedures to interface computer equipment with refrigeration and air conditioning systems
  • knowledge of hardware and software requirements
  • knowledge of computer operations
  • knowledge of manufacturer’s specifications
  • ability to interface computer to refrigeration and air conditioning automated control system
  • ability to confirm communication link with refrigeration and air conditioning system
Demonstrates work practices and procedures.
Installs fasteners, brackets and hangers.
  • knowledge of types, styles, purposes and sizes of fasteners, brackets and hangers
  • knowledge of capabilities and limitations of fasteners, brackets and hangers
  • knowledge of replacement procedures and techniques for fasteners, brackets and hangers
  • knowledge of torque limits
  • knowledge of required lubricants and sealants on fittings, brackets and hangers
  • knowledge of isolation, vibration and seismic conditions
  • ability to select fasteners, brackets and hangers compatible with job specifications
  • ability to torque fasteners
  • ability to lubricate and seal fasteners
  • ability to apply fasteners for seismic loads
Performs lock-out tagging and isolation procedures.
  • knowledge of hazardous energy sources
  • knowledge of lock-out, tag-out, blank-off and hold-off procedures and techniques
  • knowledge of site lock-out procedures
  • ability to implement hazardous energy lock-out and tag-out procedures
  • ability to affix restraints, tags and signage
Installs piping and tubing.
  • knowledge of types and sizes of piping and tubing and their applications
  • knowledge of specific techniques and procedures such as soldering, brazing, threading, flaring, swaging, compression and barbed fittings to join material types
  • knowledge of components to be joined
  • knowledge of techniques for piping practices such as nitrogen purging, pre- and post- cleaning, piping and tubing supports
  • knowledge of applications requiring piping and tubing such as refrigeration and air conditioning, secondary refrigerant, water and pneumatic
  • ability to mount and secure piping and tubing
  • ability to cut, prep and join piping and tubing such as soldering compression fittings and brazing
  • ability to connect piping and tubing to components
  • ability to bend, flare, ream, or thread and swage piping and tubing
  • ability to route piping and tubing
Applies sealants and adhesives.
  • knowledge of types and properties of adhesives and sealants
  • knowledge of application techniques for sealants and adhesives
  • ability to apply sealants and adhesives
Cleans and lubricates parts and components.
  • knowledge of cleaning equipment
  • knowledge of lubricating equipment
  • knowledge of characteristics, applications, qualities and capabilities of lubricants and cleaners
  • knowledge of cleaning and lubricating equipment operating procedures and techniques
  • knowledge of personal and work area protective equipment
  • knowledge of ventilation requirements
  • knowledge of environmental protection requirements for cleaners and lubricants such as recovery, disposal, storage and handling
  • ability to apply lubricants
  • ability to operate cleaning equipment
  • ability to operate lubricating equipment
Performs internal electrical wiring of systems.
  • knowledge of types, sizes and gauges of wire
  • knowledge of electrical requirements of the system and components
  • knowledge of internal power wiring procedures and techniques
  • knowledge of termination procedures and techniques
  • ability to select wire size and type compatible with the application
  • ability to cut, join and crimp wiring
  • ability to label, verify and record installation of internal wiring of system
  • ability to check continuity of wiring
  • ability to route and secure internal wiring of system
  • ability to terminate internal wiring of system
Coordinates refrigeration and air conditioning installation and maintenance.
Estimates work requirements.
  • knowledge of system specifications
  • knowledge of types, sizes, prices, sources and availability of parts and accessories
  • knowledge of substitute equipment, parts and accessories
  • ability to estimate quantities, times and costs
Conducts work area inspection.
  • knowledge of components to be installed
  • knowledge of inspection check lists
  • knowledge of equipment and system specifications
  • ability to recognize work area hazards
  • ability to select hoisting and rigging equipment
  • ability to document work area inspections
Coordinates work requirements.
  • knowledge of coordination techniques
  • knowledge of equipment and system specifications
  • knowledge of suppliers, vendors and outside sub-trades
  • knowledge of material lists, work orders and permits
  • knowledge of service reports
  • ability to organize work
  • ability to consult with end user on a project
  • ability to process work orders
  • ability to confirm materials availability
  • ability to identify system specific tools and equipment
  • ability to select parts and equipment to correspond to system specifications
  • ability to store and secure equipment and accessories
  • ability to coordinate with other trades
Maintains customer relations.
  • knowledge of warranties, guarantees, return and exchange policies
  • knowledge of features and benefits of refrigeration and air conditioning systems
  • knowledge of customer service practices such as follow up
  • ability to respond to end user queries
  • ability to instruct end user on operation and maintenance
  • ability to clarify end user problems
  • ability to recommend corrective action
  • ability to process claim forms
  • ability to demonstrate features of equipment
  • ability to handle end user complaints
  • ability to recommend service and maintenance requirements
  • ability to solicit approval to perform service or maintenance requirements
  • ability to demonstrate equipment operation and maintenance
  • ability to follow up with end user on system performance
Clarifies end user problems with refrigeration and air conditioning systems.
  • knowledge of end user’s system such as location, type of equipment and controls
  • knowledge of operation of equipment
  • knowledge of repair/maintenance history
  • knowledge of common types of problems
  • ability to confirm end user contacts
  • ability to question client regarding problem
  • ability to qualify/paraphrase end user information
  • ability to interpret customer information
  • ability to develop troubleshooting plan of action
Completes work-related documentation.
  • knowledge of required work-related documents such as repair orders, preventative/predictive maintenance sheets and government inspection forms
  • knowledge of information required for specific work-related documents such as work performed, date performed, signature, time required and parts replaced
  • knowledge of TDG (transport of dangerous goods) forms
  • ability to update service records such as equipment logs and service cards
  • ability to process manufacturer’s pre-start-up and start-up sheets, purchase orders, warranties and material return sheets
  • ability to process TDG forms
  • ability to process refrigerant management records
Generates maintenance documentation.
  • knowledge of normal machine operating conditions
  • knowledge of company’s policy relating to reporting procedures
  • ability to log machine operating conditions
  • ability to organize operating information for report
  • ability to interpret operating conditions such as reading and work completed
  • ability to prepare reports and documentation
Performs system components, accessories and materials acquisition and handling.
Requisitions equipment.
  • knowledge of equipment requirements
  • knowledge of equipment suppliers and vendors
  • knowledge of company rental and purchasing policies
  • ability to complete material order/requisition
  • ability to track orders
  • ability to arrange and schedule deliveries
Receives materials/equipment.
  • knowledge of specifications for materials/equipment ordered
  • knowledge of transportation documents such as bills of lading, packing slips and invoices
  • knowledge of special storage requirements for received goods
  • ability to conduct visual inspection for damage and loss
  • ability to remove packaging material
  • ability to process packing slips, bills of lading, invoices and damage reports
  • ability to verify equipment specifications
Transfers equipment to designated location.
  • knowledge of designated destination
  • knowledge of equipment specifications
  • knowledge of rigging requirements
  • knowledge of special handling requirements
  • knowledge of transfer permits, obstruction permits and transportation restrictions
  • ability to schedule transfer
  • ability to operate materials and handling equipment
  • ability to perform pre-site inspection

Refrigeration And Air Cooling Systems

Plans installation of refrigeration and air cooling systems.
Verifies refrigeration and air cooling system parameters and requirements.
  • knowledge of design criteria and parameters
  • knowledge of trade engineering standards such as ASHRAE (American Society of Heating, Refrigeration and Air Conditioning Engineers)
  • knowledge of load calculation methods such as manufacturer’s load charts and calculations
  • ability to apply load calculation methods
  • ability to calculate load
Selects refrigeration and air cooling components, equipment and accessories.
  • knowledge of design criteria, parameters and code requirements
  • knowledge of types, sizes, capacities, limitations and applications of refrigeration and air cooling equipment, components and accessories
  • knowledge of manufacturer’s specifications
  • knowledge of system requirements
  • ability to choose refrigeration and air cooling equipment/components/accessories to match application to optimize performance
Prepares components, equipment and accessories layout.
  • knowledge of manufacturer’s specifications
  • knowledge of site restrictions
  • knowledge of function and application of components, equipment and accessories
  • knowledge of where components, equipment and accessories are located in system
  • ability to select locations of components, equipment and accessories for optimum performance and accessibility
  • ability to plan components, equipment and accessories locations
  • ability to assess external energy sources
  • ability to produce a layout plan
Selects refrigerant.
  • knowledge of design criteria, parameters and mechanical codes
  • knowledge of refrigerant types and properties
  • knowledge of refrigerant performance
  • knowledge of manufacturer’s requirements
  • ability to choose refrigerant for application
Sizes piping.
  • knowledge of pipe sizing methods for fluids and gases such as primary/secondary refrigerant, fuels and water
  • knowledge of piping practices such as flow, velocity and oil return
  • ability to select piping and tubing to match system requirements
Lays out piping.
  • knowledge of layout methods and techniques
  • knowledge of manufacturer’s recommended procedures
  • ability to produce a piping layout plan
Selects insulation.
  • knowledge of types, application and ratings of insulation
  • knowledge of manufacturer’s recommended application
  • ability to choose insulation for the application
Installs refrigeration and air cooling systems.
Prepares site/location.
  • knowledge of specifications of refrigeration and air conditioning equipment such as size, weight and capacity
  • knowledge of installation requirements related to utilities, roofing and structure support
  • ability to schedule project activities related to sub-trades and end user deadlines
  • ability to calculate labour requirements
  • ability to schedule project teams
  • ability to schedule connection of system to utilities
Assembles refrigeration and air cooling components, equipment and accessories.
  • knowledge of equipment manufacturer’s recommended assembly techniques and procedures
  • knowledge of equipment application
  • ability to remove protective material
  • ability to follow assembly instructions
  • ability to verify assembly
Positions and secures refrigeration and air cooling components, equipment and accessories.
  • knowledge of equipment manufacturer’s installation techniques and procedures
  • knowledge of isolation and vibration requirements
  • knowledge of service accessibility requirements
  • ability to select equipment location
  • ability to select fastening and positioning equipment and accessories
  • ability to anchor components, equipment and accessories in position
  • ability to verify installation of refrigeration and air cooling components, equipment and accessories
Routes and connects refrigerant piping.
  • knowledge of piping layout
  • knowledge of techniques and procedures for routing and connecting refrigerant piping
  • knowledge of sizes and capacity of refrigerant piping
  • knowledge of vibration elimination and support requirements
  • ability to interpret refrigerant piping schematics
  • ability to install refrigerant piping
  • ability to terminate refrigerant piping
Performs leak test on system.
  • knowledge of types and properties of refrigerants
  • knowledge of application of leak detectors
  • knowledge of techniques and procedures for leak testing
  • knowledge of site conditions such as temperature and hazards
  • ability to operate test equipment
  • ability to select test procedure for application
  • ability to interpret test results
  • ability to document test results
Evacuates system.
  • knowledge of vacuum pump fundamentals
  • ability to connect vacuum pump and vacuum gauge
  • ability to operate evacuation systems
  • ability to interpret vacuum readings
Charges system.
  • knowledge of refrigerant requirements such as volume, type and weight
  • knowledge of manufacturer’s specifications for required refrigerant type
  • ability to weigh in refrigerant
  • ability to operate charging equipment
Commissions refrigeration and air cooling systems.
Performs pre-start-up checks.
  • knowledge of manufacturer’s recommendations for pre-start inspection and source of energy
  • knowledge of available energy sources and utilities
  • ability to verify that equipment specifications match energy sources and utilities
  • ability to verify energy sources and utilities’ connection integrity
  • ability to check phase rotation
  • ability to check isolation valve positions
  • ability to verify movement of drives and rotating equipment
  • ability to make adjustments
  • ability to complete pre-start-up sheets
Starts up refrigeration and air conditioning system.
  • knowledge of manufacturer’s recommended start-up procedures
  • knowledge of start-up procedures
  • knowledge of equipment application
  • knowledge of sequence of operation for system
  • ability to coordinate activation of utilities
  • ability to connect instrumentation
  • ability to follow manufacturer’s recommended procedures for start-up
  • ability to make adjustments
  • ability to document start-up
Completes system charge.
  • knowledge of pre-charge refrigerant weight and type
  • knowledge of charging procedures
  • knowledge of optimum operating conditions
  • knowledge of operation of regulating valves and metering devices
  • knowledge of operation of system equipment and components
  • ability to operate charging equipment
  • ability to weigh added refrigerant
  • ability to measure operating conditions such as pressures and temperatures
  • ability to interpret operating conditions
  • ability to adjust operating components such as metering devices, pressure regulating valves, pneumatic controls, test operations and safety controls
  • ability to verify operation of safety controls
Sets up primary and secondary refrigeration system adjustable switches, valves and regulators.
  • knowledge of operating control system for primary and secondary systems
  • knowledge of sequence of operation
  • knowledge of control application and function for primary and secondary systems
  • ability to adjust controls for primary and secondary systems
  • ability to interpret control readings for primary and secondary systems
Maintains refrigeration and air cooling systems.
Inspects refrigeration and air cooling systems.
  • knowledge of components of refrigeration and air cooling system
  • knowledge of equipment specifications and limitations
  • knowledge of equipment and system design
  • knowledge of inspection procedures and techniques
  • ability to conduct visual, physical, odour and noise examination of equipment for worn, damaged or fouled components
  • ability to recognize loose, worn, damaged or fouled components
  • ability to recommend corrective action
Tests electrical and electronic components.
  • knowledge of electricity principles
  • knowledge of electrical and electronic test instruments
  • knowledge of types of components
  • knowledge of equipment electrical and electronic specifications
  • knowledge of equipment operation
  • knowledge of test procedures and techniques
  • ability to simulate a condition
  • ability to operate test instruments
  • ability to isolate electrical/electronic faults
  • ability to interpret and report test results
Tests mechanical components.
  • knowledge of mechanical test instruments
  • knowledge of types of components
  • knowledge of equipment specifications
  • knowledge of equipment operation
  • knowledge of test procedures and techniques
  • ability to simulate an environmental condition
  • ability to operate test equipment
  • ability to isolate mechanical faults
  • ability to interpret and report test results
Recommends corrective action.
  • knowledge of repair/replacement procedures
  • knowledge of repair/replacement alternatives/options
  • knowledge of criteria such as cost, time and availability of equipment
  • knowledge of potential consequences of recommended action
  • knowledge of company repair/replacement policies
  • knowledge of warranties and maintenance agreements
  • ability to estimate repair/replacement costs
  • ability to determine repair options
  • ability to report fault and explain options to end user
  • ability to secure approval
  • ability to schedule repair
  • ability to prepare report
Selects refrigeration and air cooling equipment and components.
  • knowledge of refrigeration and air cooling equipment/component specifications such as voltages and sizes
  • knowledge of refrigeration and air cooling equipment sources and availability
  • knowledge of equipment alternatives such as original equipment manufacturer or generic
  • knowledge of company acquisition policies such as preferred suppliers and purchasing procedures
  • knowledge of time constraints
  • ability to evaluate equipment options
  • ability to evaluate logistical requirements such as transportation
Replaces defective components and equipment.
  • knowledge of required replacement procedures/techniques
  • knowledge of tools, equipment and resources required to complete job
  • knowledge of components and equipment limitations/specifications such as weight, capacity, voltages, limitations, tolerances and programming
  • ability to shut down system
  • ability to isolate/lock out system
  • ability to access equipment and components
  • ability to dismantle equipment
  • ability to assemble equipment
  • ability to adjust equipment/components
  • ability to recover and dispose of refrigerant
  • ability to pressure test, evacuate and charge system
Repairs/overhauls defective components and equipment.
  • knowledge of repair/overhaul procedures and techniques
  • knowledge of equipment/component specifications including tolerances and limitations
  • ability to interpret manufacturer’s specifications
  • ability to shut down system
  • ability to isolate/lock out and tag out system
  • ability to dismantle equipment
  • ability to assemble equipment
  • ability to recover refrigerant
  • ability to pressure test, evacuate and charge system
  • ability to fabricate components such as brackets, hangers and mounts
  • ability to repair/replace defective parts
Verifies refrigeration and air cooling system and component function.
  • knowledge of refrigeration and air conditioning equipment/component operation/function
  • knowledge of test equipment for refrigeration and air conditioning systems
  • knowledge of original design parameters
  • knowledge of equipment specifications such as capacity, voltages and sequence
  • ability to simulate an environmental condition
  • ability to test component operation for functionality
  • ability to interpret and report test results
Performs predictive maintenance.
  • knowledge of predictive maintenance procedures
  • knowledge of non-destructive testing such as oil analysis, refrigerant analysis, eddy current and X-rays
  • ability to conduct non-destructive testing
  • ability to operate test equipment
  • ability to interpret and report test results
Performs preventative maintenance.
  • knowledge of preventative maintenance requirements such as schedule and manufacturer’s recommendations
  • knowledge of preventative maintenance procedures
  • ability to assess the need to replace consumables
  • ability to replace consumables such as belts, filters, lubricants and electrical controls
  • ability to conduct maintenance activities such as cleaning, lubricating, tightening and adjusting
  • ability to return systems to operation

Heating, Ventilating And Air Conditioning Systems

Plans installation of heating, ventilating and air conditioning systems.
Verifies heating, ventilating and air conditioning systems, parameters and requirements.
  • knowledge of design criteria and parameters
  • knowledge of types of heating, ventilating and air conditioning equipment and applications
  • knowledge of manufacturer’s requirements
  • knowledge of energy sources available at site
  • knowledge of indoor poor air quality indicators
  • ability to verify the heating, ventilating and air conditioning systems design
  • ability to verify the heating, ventilating and air conditioning systems specifications
  • ability to test indoor air quality, air distribution and humidity
  • ability to match energy source with equipment requirements
  • ability to determine system needs with end user
  • ability to schedule utility connection
Selects heating, ventilating and air conditioning components and equipment.
  • knowledge of types, sizes, capacities and applications of heating, ventilating and air conditioning equipment and components
  • knowledge of manufacturer’s specifications
  • knowledge of site restrictions
  • knowledge of equipment/component function and application
  • knowledge of equipment/component location in systems
  • ability to choose heating, ventilating and air conditioning equipment/components to match applications
  • ability to plan heating, ventilating and air conditioning equipment and component location
  • ability to select equipment/component locations for optimum performance
Confirms heating, ventilating and air conditioning requirements.
  • knowledge of heating, ventilating and air conditioning systems/components such as diffusers, grills, terminal devices, balancing dampers, boilers, evaporators and humidistats
  • knowledge of heat capacity
  • knowledge of air flow/air quality psychrometric calculations and techniques
  • ability to calculate air flow/air quality requirements
  • ability to calculate heating capacity
  • ability to calculate psychrometric values such as quantity and quality
Installs heating, ventilating and air conditioning systems.
Prepares heating, ventilating and air conditioning equipment site/location.
  • knowledge of specifications of heating, ventilating and air conditioning equipment such as size, weight and capacity
  • knowledge of installation and equipment related to utilities, roofing, venting and structural support
  • ability to schedule project activities related to sub-trades and end user deadlines
  • ability to calculate labour requirements
  • ability to schedule project teams
  • ability to schedule connection of system to utilities
Assembles heating, ventilating and air conditioning equipment.
  • knowledge of equipment manufacturer’s recommended assembly techniques and procedures
  • knowledge of equipment application
  • knowledge of equipment layout
  • ability to remove protective material
  • ability to follow assembly instructions
  • ability to verify assembly of components
Positions and secures heating, ventilating and air conditioning equipment.
  • knowledge of equipment manufacturer’s installation techniques and procedures
  • knowledge of isolation, vibration and seismic requirements
  • knowledge of service accessibility requirements
  • knowledge of sequence of positioning and connecting accessories and components
  • knowledge of types, sizes and function of components and accessories
  • ability to select equipment location
  • ability to anchor equipment and components in position
  • ability to sequence accessories and components
  • ability to connect components and accessories to manufacturer’s specifications
  • ability to position and secure prefabricated ducting and accessories
  • ability to verify installation of heating, ventilating and air conditioning equipment
  • ability to coordinate connection of heating, ventilating and air conditioning systems to utilities
Commissions heating, ventilating and air conditioning systems.
Performs pre-start-up checks.
  • knowledge of manufacturer’s recommendations for pre-start inspections and energy sources
  • knowledge of available energy sources and utilities
  • knowledge of air psychrometrics
  • ability to verify energy sources and utilities’ connection integrity
  • ability to verify that equipment specifications match energy sources
  • ability to verify movement of drives and rotating equipment
  • ability to make adjustments
  • ability to complete pre-start-up sheets
Starts up heating, ventilating and air conditioning systems.
  • knowledge of manufacturer’s recommended start-up procedures and documentation requirements
  • knowledge of start-up procedures
  • knowledge of start-up conditions such as ambient temperatures, pressures, voltage and current
  • knowledge of equipment application
  • knowledge of sequence of operation for systems
  • knowledge of operation of system equipment and components
  • knowledge of flame characteristics
  • knowledge of draft characteristics
  • ability to coordinate activation of energy sources
  • ability to connect diagnostic instrumentation
  • ability to follow manufacturer’s recommended procedures for start-up
  • ability to measure operating conditions for heating, ventilating and air conditioning systems
  • ability to interpret operating conditions for heating, ventilating and air conditioning systems
  • ability to test operation of safety controls
  • ability to verify operation of safety controls
  • ability to make adjustments
  • ability to verify flame characteristics
  • ability to document start-up
Maintains heating, ventilating and air conditioning systems.
Inspects heating, ventilating and air conditioning systems.
  • knowledge of components of heating, ventilating and air conditioning systems
  • knowledge of equipment specifications and limitations
  • knowledge of equipment and system design
  • knowledge of inspection procedures and techniques
  • ability to conduct visual, physical, odour and noise examination of equipment for worn, damaged or fouled components
  • ability to recognize loose, worn, damaged or fouled components
  • ability to recommend corrective action
Tests electrical/electronic components in heating, ventilating and air conditioning systems.
  • knowledge of electricity principles
  • knowledge of electric and electronic test instruments
  • knowledge of types of components
  • knowledge of equipment electrical and electronic specifications
  • knowledge of equipment operation
  • knowledge of test procedures and techniques
  • ability to simulate a condition
  • ability to operate test instruments
  • ability to isolate electrical/electronic fault
  • ability to interpret and report test results
Tests mechanical components in heating, ventilating and air conditioning systems.
  • knowledge of mechanical test instruments
  • knowledge of types of components
  • knowledge of equipment specifications
  • knowledge of equipment operation
  • knowledge of test procedures and techniques
  • ability to simulate an environmental condition
  • ability to operate test equipment/instruments
  • ability to isolate mechanical fault
  • ability to interpret and report test results
Recommends corrective action.
  • knowledge of repair/replacement procedures
  • knowledge of repair/replacement alternatives/options
  • knowledge of potential consequences of recommended action
  • knowledge of company repair/replacement policies
  • knowledge of warranties and maintenance agreements
  • ability to estimate repair/replacement costs
  • ability to determine repair options
  • ability to report fault and explain options to end user
  • ability to secure approval
  • ability to schedule repair
  • ability to prepare report
Selects heating, ventilating and air conditioning equipment and components.
  • knowledge of heating, ventilating and air conditioning systems’ equipment/component specifications such as voltages and sizes
  • knowledge of heating, ventilating and air conditioning systems’ equipment sources and availability
  • knowledge of equipment alternatives such as original equipment manufacturer or generic
  • knowledge of company acquisition policies such as preferred suppliers and purchasing procedures
  • knowledge of time constraints
  • ability to order equipment/components
  • ability to evaluate equipment options
  • ability to evaluate logistical requirements such as transportation
  • ability to fabricate components such as brackets, hangers and mounts
Replaces defective heating, ventilating and air conditioning components and equipment.
  • knowledge of required replacement procedures/techniques
  • knowledge of tools, equipment and resources required to complete job
  • knowledge of components and equipment limitations/specifications such as weight, capacity, voltages and programming
  • ability to schedule required equipment, human resources, tools and material
  • ability to source required tools, resources and equipment such as cranes, helicopter and lifts
  • ability to transport or arrange transportation of required tools and equipment to job site
  • ability to shut down system
  • ability to isolate/lock out and tag out system
  • ability to access equipment and components
  • ability to dismantle equipment
  • ability to assemble equipment
  • ability to adjust equipment/components
Repairs/overhauls defective components and equipment for heating, ventilating and air conditioning systems.
  • knowledge of repair/overhaul procedures and techniques
  • knowledge of equipment/component specifications including tolerances and limitations
  • ability to interpret manufacturer’s specifications
  • ability to recommend adjustments
  • ability to shut down system
  • ability to isolate/lock out and tag out system
  • ability to dismantle equipment
  • ability to assemble equipment
Verifies heating, ventilating and air conditioning systems and component function.
  • knowledge of heating, ventilating and air conditioning systems equipment/component operation/function
  • knowledge of test equipment for heating, ventilating and air conditioning systems
  • knowledge of original design parameters
  • knowledge of equipment specifications such as capacity, voltages and sequence
  • ability to simulate an environmental condition
  • ability to test component operation for functionality
  • ability to interpret specifications
  • ability to interpret and report test results
Performs predictive maintenance on heating system.
  • knowledge of system analyzing and testing procedures
  • ability to conduct system analysis and testing procedures
Performs preventative maintenance on heating, ventilating and air conditioning systems.
  • knowledge of preventative maintenance requirements such as schedule and manufacturer’s recommendations
  • knowledge of preventative maintenance procedures
  • knowledge of local water conditions
  • ability to assess the need to replace consumables
  • ability to replace consumables such as belts, filters, cylinders and elements
  • ability to conduct maintenance activities such as cleaning, lubricating, tightening and adjusting
  • ability to check flame characteristics
  • ability to return system to operation

Control Systems

Plans installation of control systems.
Selects controls.
  • knowledge of end user requirements
  • knowledge of trade standards such as ASHRAE
  • knowledge of types and applications of controls such as electric, electronic, pneumatic and direct digital controls (DDC)
  • knowledge of manufacturer’s specifications
  • knowledge of control fundamentals and strategies
  • knowledge of system control requirements
  • knowledge of control programming methods
  • ability to specify design criteria and parameters
  • ability to outline sequence of operations of control system
  • ability to assess compatibility of controls with a system
  • ability to choose controls to match application
Lays out control system components and wiring.
  • knowledge of installation methods and requirements
  • knowledge of wiring and connecting methods and procedures
  • knowledge of equipment function and operation
  • knowledge of sequence of operations of control system
  • knowledge of layout techniques and terminology
  • ability to assess electrical requirements of control system
  • ability to optimize control system functions
  • ability to produce a layout plan
Installs control systems.
Prepares site/location for control system.
  • knowledge of available locations for control panels and components
  • knowledge of installation requirements related to utilities such as communication network and electrical
  • knowledge of control system operation and application
  • ability to schedule project activities related to sub-trades and end user deadlines
  • ability to calculate labour requirements
  • ability to schedule project teams
  • ability to schedule connection of control system to utilities
Positions and secures control system components.
  • knowledge of equipment manufacturer’s recommended installation techniques and procedures
  • knowledge of equipment application
  • knowledge of isolation and vibration requirements
  • knowledge of service accessibility requirements
  • knowledge of sequence of positioning and connecting accessories and components
  • knowledge of types, sizes and function of components and accessories
  • ability to anchor components in position
  • ability to sequence accessories and components
  • ability to connect components and accessories to manufacturer’s specifications
  • ability to verify installation of control system components
  • ability to coordinate connection of control system to utilities
Connects system wiring and tubing.
  • knowledge of equipment manufacturer’s specifications, procedures and techniques for installing control systems
  • knowledge of electrical noise interference
  • knowledge of types, sizes and capacities of tubing
  • knowledge of tube routing techniques and company’s labelling strategies
  • ability to terminate mechanical connections
  • ability to label/tag controls, wiring and tubing
Commissions control systems.
Performs pre-start-up checks.
  • knowledge of manufacturer’s recommendations for pre-start inspections and sources of energy
  • knowledge of site specific conditions such as controller, sensor, computer and actuator locations
  • knowledge of available energy sources
  • ability to verify energy sources and connection integrity
  • ability to comply with equipment specifications
  • ability to verify movement of drives and rotating equipment
  • ability to check isolation devices, disconnect switches and valves
  • ability to verify required voltage
  • ability to verify completion of controls, wiring and tubing
  • ability to make adjustments
  • ability to complete pre-start-up sheets
Sets operating parameters.
  • knowledge of site-specific operating parameters
  • knowledge of manufacturer’s programming and configuration
  • ability to program controllers such as microprocessors, timers and analog control systems
  • ability to verify operating parameters
  • ability to interpret control system’s specifications
Starts up control system.
  • knowledge of manufacturer’s recommended start-up procedures and documentation requirements
  • knowledge of start-up procedures
  • knowledge of equipment application
  • knowledge of sequence of operation for system
  • knowledge of operation of system equipment and components
  • ability to coordinate activation of energy source
  • ability to connect diagnostic instrumentation
  • ability to follow manufacturer’s recommended procedures for start-up
  • ability to make adjustments
  • ability to verify safety and operating controls
  • ability to document start-up
  • ability to create and save a backup file
Maintains control systems.
Inspects control system.
  • knowledge of components of control system
  • knowledge of equipment specifications and limitations
  • knowledge of equipment and system design
  • knowledge of inspection procedures and techniques
  • ability to conduct visual, physical, odour and noise examination of equipment for worn, damaged or fouled components
  • ability to recognize loose, worn, damaged or fouled components
  • ability to recommend corrective action
Verifies and resets operating parameters.
  • knowledge of electricity, pneumatic and hydraulic principles
  • knowledge of test instruments
  • knowledge of operating parameters
  • knowledge of control strategies such as PID loops, proportional control and on/off control
  • knowledge of manufacturer’s specifications, tolerances and ranges
  • knowledge of interface equipment
  • ability to interface devices
  • ability to simulate conditions such as temperature, current or voltage
  • ability to test and confirm functionality
  • ability to adjust parameters such as set points, differentials, scheduling and sequences
Tests electrical/electronic components in control system.
  • knowledge of electricity principles
  • knowledge of electric and electronic test instruments
  • knowledge of types of control system components
  • knowledge of equipment’s electrical and electronic specifications
  • knowledge of equipment operation
  • knowledge of test procedures and techniques including voltage, amperage and ohm tests
  • ability to operate test instruments
  • ability to simulate a condition
  • ability to isolate electrical/electronic fault
  • ability to interpret and report test results
Tests mechanical components in control system.
  • knowledge of mechanical test instruments
  • knowledge of types of components
  • knowledge of equipment specifications
  • knowledge of equipment operation
  • knowledge of test procedures and techniques
  • ability to operate test equipment
  • ability to isolate a mechanical fault
  • ability to simulate an environmental condition
  • ability to interpret and report test results
Recommends corrective action.
  • knowledge of repair/replacement procedures
  • knowledge of repair/replacement alternatives/options
  • knowledge of criteria such as cost, time and availability of equipment
  • knowledge of potential consequences of recommended action
  • knowledge of company repair/replacement policies
  • knowledge of warranties and maintenance agreements
  • ability to estimate repair/replacement costs
  • ability to determine repair options
  • ability to report fault and explain options to end user
  • ability to secure approval
  • ability to schedule repair
  • ability to prepare report
Selects control system equipment and components.
  • knowledge of control system equipment/component specifications such as voltages and sizes
  • knowledge of control system equipment sources and availability
  • knowledge of equipment alternatives such as original equipment manufacturer or generic
  • knowledge of company policies such as preferred suppliers and purchasing
  • knowledge of time constraints
  • ability to coordinate ordering of equipment/components
  • ability to evaluate equipment options
  • ability to evaluate logistical requirements such as shipping
  • ability to expedite orders
  • ability to fabricate components such as brackets, hangers and mounts
Replaces defective control components and equipment.
  • knowledge of required replacement procedures/techniques
  • knowledge of tools, equipment and resources required to complete job
  • knowledge of equipment limitations/specifications such as weight, capacity, voltages and programming
  • ability to schedule required equipment, human resources, tools and materials
  • ability to source required tools, resources and equipment such as meters, gauges and recorders
  • ability to transport or arrange transportation of required tools and equipment to job site
  • ability to shut down system
  • ability to isolate/lock out and tag out system
  • ability to access equipment and components
  • ability to dismantle equipment
  • ability to assemble equipment
  • ability to adjust equipment/components
Repairs/overhauls defective components and equipment for control system.
  • knowledge of repair/overhaul procedures and techniques
  • knowledge of equipment/component specifications including tolerances and limitations
  • ability to interpret manufacturer’s specifications
  • ability to recommend adjustments
  • ability to shut down system
  • ability to isolate/lock out and tag out system
  • ability to dismantle equipment
  • ability to assemble parts
  • ability to override/bypass controls
  • ability to reprogram and adjust control system
  • ability to create backup of data
  • ability to restore original parameters
Verifies control system component function.
  • knowledge of control system equipment/component operation/function
  • knowledge of test equipment for control systems
  • knowledge of original design parameters
  • knowledge of equipment specifications such as capacity, voltages and sequence
  • knowledge of calibration techniques and procedures
  • knowledge of interface equipment such as computers, microprocessors and hand-held modules
  • knowledge of implications/possible consequences of adjustments to items such as set points, schedules and sequences
  • ability to simulate fault conditions
  • ability to test component operation for functionality
  • ability to interpret specifications
  • ability to interpret and report test results
  • ability to override/bypass controls
  • ability to calibrate controllers and transmitters
  • ability to utilize interface equipment
  • ability to adjust parameters such as set points, differentials, scheduling and sequences
Performs preventative maintenance on control system.
  • knowledge of preventative maintenance requirements such as schedule and manufacturer’s recommendations
  • knowledge of preventative maintenance procedures
  • ability to assess the need to replace consumables
  • ability to replace consumables such as filters and batteries
  • ability to conduct maintenance activities such as cleaning, lubricating, tightening and adjusting
  • ability to return system to operation
Calibrates operating and safety controls.
  • knowledge of operation of control systems
  • knowledge of testing and calibration procedures and techniques
  • ability to test operating and safety controls for range of calibration
  • ability to calibrate controls to specified range
  • ability to calibrate controllers and transmitters
Provided by the Interprovincial Standards Red Seal Program National Occupational Analysis (NOA) http://www.red-seal.ca