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PROGRAM OUTLINE

Geothermal Technician

Geothermal Technician Industry Training Authority 1 01/14

The latest version of this document is available in PDF format on the ITA website www.itabc.ca

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Copyright © 2009 Industry Training Authority This publication may not be modified in any way without permission of the Industry Training Authority


GEOTHERMAL TECHNICIAN

PROGRAM OUTLINE

October 2009

Developed by Industry Training Authority

Province of British Columbia


TABLE OF CONTENTS

Section 1 INTRODUCTION ........................................................................................................ 4 Foreword ................................................................................................................................. 5 Acknowledgements ................................................................................................................. 5

Section 2 PROGRAM OVERVIEW ............................................................................................ 7

Program Credentialing Model ................................................................................................. 8 Occupational Analysis Chart ................................................................................................... 9 Training Topics and Suggested Time Allocation ................................................................... 14

Section 3 PROGRAM CONTENT Geothermal Technician ..................................................... 18

Level 1 COMMON CORE ................................................................................................. 19 Level 2................................................................................................................................... 71

Section 4 TRAINING PROVIDER STANDARDS ................................................................... 118

Facility Requirements .......................................................................................................... 119 Tools and Equipment .......................................................................................................... 120 Reference Materials ............................................................................................................ 123 Instructor Requirements ...................................................................................................... 124

Introduction


Section 1

INTRODUCTION


Introduction


Foreword This Program Outline is for use in the Geothermal Technician industry training classes sponsored by the Industry Training Authority and will be used as a guide for instructors in the formal classroom portions of industry training.

Practical demonstration and trainee participation should always be integrated with classroom sessions.

Safe working practices, though not always specified in each of the competencies and learning tasks, are an implied part of the program and should be stressed throughout the apprenticeship.

This Program Outline includes a list of recommended reference textbooks that are available to support the learning objectives and the minimum shop requirements needed to support instruction.

SAFETY ADVISORY

Be advised that references to the WorkSafeBC safety regulations contained within these materials do not/may not reflect the most recent Occupational Health and Safety Regulation (the current Standards and Regulation in BC can be obtained on the following website: http://www.worksafebc.com). Please note that it is always the responsibility of any person using these materials to inform him/herself about the Occupational Health and Safety Regulation pertaining to his/her work.

Introduction


Acknowledgements This Program Outline was prepared with the advice and direction from the Geo-TECA Training Committee convened by the Geo-TECA Association with funding support from Service Canada.

The Industry Training Authority would like to acknowledge the dedication and hard work of the industry representatives appointed to identify the training requirements of the Geothermal Technician credential.

Section 2 Program Overview


Section 2

PROGRAM OVERVIEW




Program Credentialing Model Apprenticeship Pathway

This graphic provides an overview of the Geothermal Technician apprenticeship pathway.

C of Q = Certificate of Qualification C of A = Certificate of Apprenticeship C of C = Certificate of Completion WBT = Work‐Based Training

CROSS‐PROGRAM CREDITS Individuals who hold the credentials listed below are entitled to receive partial credit toward the completion requirements of this program

*Suggested duration based on 30‐hour week

Technical Training: Level 1 Work‐Based Training: None

C of Q Heating

Technician with

Endorsement(s)

APPRENTICESHIP ‐ DIRECT ENTRY

Geothermal Technician ‐ Level 2 Technical Training: 220 hours (7 weeks*)

Work‐Based Training: 3,000 hours ITA Standardized Written Exam

C of A Heating

Technician with

Endorsement(s)

C of QHeating

Technician with

Endorsement(s)

RECOMMENDATION FOR CERTIFICATION

Forced Air – Level 2Technical Training: 220 hours (7 weeks*) Work‐Based Training: 3,000 hours total

ITA Standardized Written Exam BCSA Gasfitter Class B License

Hydronics ‐ Level 2Technical Training: 250 hours (8 weeks*) Work‐Based Training: 3,000 hours total

ITA Standardized Written Exam BCSA Gasfitter Class B License

C of A Geothermal Technician

C of Q Geothermal Technician

RECOMMENDATION FOR CERTIFICATION

Common Core ‐ Level 1Technical Training: 180 hours (6 weeks*) Work‐Based Training: Accumulate hours

ITA Standardized Written Exam

CHOOSE A PATHWAY

Heating Technician Endorsements – choose one or both


Sheet Metal Worker – Level 2 Technical Training: Level 1

Work‐Based Training: None

Plumber –Level 2


Refrigeration Mechanic – Level 2

Technical Training: Level 1Work‐Based Training: None

Domestic/Commercial Gas Fitter Class B – Level 2

ENDORSEMENTS Hydronics Forced Air

Optional Post‐C of Q Endorsements



Occupational Analysis Chart

Geothermal Technician – Level 1: Common Core

Residential Heating Industry

A

Describe the Construction Industry

A1

Describe the Heating Trades and Their History

A2

Describe the Purpose of the Trade

A3

Describe Heating Systems

A4 1 1 1 1

Apply Trades Math

B

Perform Basic Trades Math Calculations

B1

Demonstrate Use of a 4-Function Calculator

B2

Perform Imperial/Metric Trade Calculations and Conversions

B3 1 1 1

Workplace Safety

C

Describe Common Hazards of the Trade

C1

Describe WorkSafeBC Regulations With Respect to the Trade

C2

Describe Employer and Employee Responsibilities as they apply to WorkSafeBC Regulations C3

Demonstrate Appropriate Use of PPE

C4

Demonstrate Fall Protection and Use of Ladders and Scaffolding

C5

Describe Safe Vehicle Operation and Loading

C6

1 1 1 1 1 1

Achieve First Aid Level 1 Certification

C7

Identify Professional Work Practices

C8 1 1

Safe Use and Care of Tools

D

Demonstrate Use of Measuring Tools

D1

Demonstrate Use of Hand Tools

D2

Demonstrate Use of Power Tools

D3

Demonstrate Use of Powder Actuated Tools (Vendor Cert.)

D4

Demonstrate Use of Shop Equipment

D5 1 1 1 1 1

Read Plans

E

Read and Interpret Plan Symbols and Plan Sections

E1

Describe Principles of Scale and Convert Measurements to Scale

E2

Read and Size Key Plan Elements Such as Windows and Doors

E3

Recognize and Identify Key Structural Elements

E4 1 1 1 1



Perform Basic Drafting

F

Produce Orthographic and Isometric Drawings

F1

Produce Flow and Assembly Drawings and Duct Layout Schematics

F2 1 1

Basics of Framing

G

Describe Types of Construction

G1

Describe and Apply Basic Framing

G2

Describe Drilling, Cutting and Notching Constraints

G3 1 1 1

Insulation, Vapour Barriers and the Building Envelope

H

Describe Types, R Values and Appropriate Application of Insulating Materials

H1

Describe and Identify Boundaries Between Conditioned and Unconditioned Space

H2

Describe Temperature Gradient, Dew Point and the Use of Air Barriers

H3 1 1 1

Apply Fundamentals of Heat Loss/ Heat Gain

I

Demonstrate Using R & U Values in Heat Loss and Gain Calculations I1

Use Winter/ Summer Design Condition Tables

I2

Perform Basic Heat Loss/Heat Gain Calculations I3

1 1 1

Apply Basics of Electrical & Wiring

J

Describe Fundamentals of Electricity

J1

Demonstrate Use of a Multimeter & Induction Ammeter

J2

Read, Interpret and Produce Ladder & Wiring Diagrams

J3

Use a Wiring Diagram to Wire a Class 2 Control Circuit and Describe a Branch Circuit J4

Describe Breaker and Branch Circuit Wiring Feed to a Load J5

1 1 1 1 1

Ventilation

K

Describe Basic Ventilation Requirements

K1

Describe and Apply BC Ventilation Code

K2 1 1

Basic Heating

L

Describe Heat Sources

L1

Describe Heat Distribution Systems

L2

Describe Environmental Considerations

L3 1 1 1



Apply Job Skills and Career Options

M

Describe Job Preparations to Maximize Efficiency

M1

Describe Principles of Effective Time Management M2

Describe Effective Communication M3

1 1 1



Occupational Analysis Chart

Geothermal Technician – Level 2: Geothermal

Geothermal Aspect of the Heating Industry

N

Describe the History of and Rational for Geothermal Energy Systems N1

Describe Basic Thermal Energy Exchange Principles

N2

Describe Economic and Environmental Factors of the Thermal Energy Exchange Industry N3

2 2 2

Geothermal Heat Pump Systems

O

Describe the Components of a Geothermal Heat Pump System

O1

Describe Various Applications of Geothermal Heat Pump Systems O2

Describe Various Geothermal System Sources

O3 2 2 2

Field Analysis and Geology

P

Identify Soil and Rock Types

P1

Determine Soil Thermo-conductivity and Diffusivity

P2

Describe Regional Soil Types and Mean Temperature Conditions

P3

Describe Environmental Impacts and Sensitivities

P4 2 2 2 2

System Design

Q

Assess Site Suitability and Options

Q1

Design Ground Heat Exchanger Systems

Q2

Determine System Heating and Cooling Loads / Requirements

Q3

Identify Heating/Cooling Distribution Method

Q4

Specify Heat Pump Type and Performance Design Specifications

Q5

Describe Local and Provincial Regulatory Design Standards

Q6 2 2 2 2 2 2

Describe Operational Limitations for Various Load Applications in New and Retrofit Construction

Q7 2

Controls Design

R

Describe Control Strategies

R1

Describe Hydronic Control

R2

Describe Forced Air Control

R3

Describe Chilled Water

R4 2 2 2 2



Piping and Ducting Design

S

Describe Buffer Tank, Radiant and Heat Pump Piping

S1

Describe Direct Cooling

S2

Describe De-Superheaters and Domestic Hot Water

S3

Describe Freeze Protection

S4

Describe Forced Air Duct Size Modifications

S5

Describe Vibration Control and Sound Attenuation

S6

2 2 2 2 2 2

System Installation

T

Perform an Examination of Loop Systems

T1

Attain Socket Fusion Certification

T2

Demonstrate Complete Loop System Installation Sequence

T3

Describe Installation Requirements for Various Loop Systems

T4

Differentiate Between Various Drilling Methods

T5

Describe Grouting Procedures

T6 2 2 2 2 2 2

Describe Loop Manifolding Types and Installation Procedures

T7

Construct a Plan for Pressure Testing, Purging, and Flushing

T8

Prepare Site Plan Documentation and Describe Type of Freeze Protection T9

2 2 2

System Commissioning

U

Describe System Start-up Procedures

U1

Evaluate System Performance

U2

Prepare System Documentation

U3

Demonstrate System to Homeowner

U4 2 2 2 2

Servicing and Troubleshooting

V

Troubleshoot a System Using Standard Methodology

V1

Use Test Equipment

V2

Evaluate Existing System

V3

Repair Systems

V4

Service Components

V5 2 2 2 2 2



Training Topics and Suggested Time Allocation

Geothermal Technician – Level 1: Common Core

% of Time Theory Practical

Line A Residential Heating Industry 3% A1 Describe the Construction Industry A2 Describe the Heating Trades and Their History A3 Describe the Purpose of the Trade A4 Describe Heating Systems

Line B Apply Trades Math 10% B1 Perform Basic Trades Math Calculations B2 Demonstrate Use of a 4-Function Calculator B3 Perform Imperial/Metric Trade Calculations and Conversions

Line C Workplace Safety 10% C1 Describe Common Hazards of the Trade C2 Describe WorkSafeBC Regulations With Respect to the Trade C3 Describe Employer and Employee Responsibilities as they apply to

WorkSafeBC Regulations

C4 Demonstrate Appropriate Use of PPE

C5 Demonstrate Fall Protection and Use of Ladders and Scaffolding

C6 Describe Safe Vehicle Operation and Loading C7 Achieve First Aid Level 1 Certification

C8 Identify Professional Work Practices

Line D Safe Use and Care of Tools 10% D1 Demonstrate Use of Measuring Tools

D2 Demonstrate Use of Hand Tools

D3 Demonstrate Use of Power Tools

D4 Demonstrate Use of Powder Actuated Tools (HILTI Cert.)

D5 Demonstrate Use of Shop Equipment

Line E Read Plans 7% E1 Read and Interpret Plan Symbols and Plan Sections E2 Describe Principles of Scale and Convert Measurements to Scale

E3 Read and Size Key Plan Elements Such as Windows and Doors

E4 Recognize and Identify Key Structural Elements

Line F Perform Basic Drafting 3% F1 Produce Orthographic and Isometric Drawings F2 Produce Flow and Assembly Drawings and Duct Layout Schematics

Line G Basics of Framing 7% G1 Describe Types of Construction G2 Describe and Apply Basic Framing G3 Describe Drilling, Cutting and Notching Constraints




Line H Insulation, Vapour Barriers and the Building Envelope 3% H1 Describe Types, R Values and Appropriate Application of Insulating

Materials

H2 Describe and Identify Boundaries Between Conditioned and Unconditioned Space

H3 Describe Temperature Gradient, Dew Point and the Use of Air Barriers

Line I Apply Fundamentals of Heat Loss/Heat Gain 7% I1 Demonstrate Using R & U Values in Heat Loss and Gain

Calculations

I2 Use Winter/ Summer Design Condition Tables I3 Perform Basic Heat Loss/Heat Gain Calculations

Line J Apply Basics of Electrical & Wiring 20% J1 Describe Fundamentals of Electricity J2 Demonstrate Use of a Multimeter & Induction Ammeter J3 Read and Interpret Ladder & Wiring Diagrams J4 Use a Wiring Diagram to Wire a Class 2 Control Circuit and Describe

a Branch Circuit

J5 Describe Breaker and Branch Circuit Wiring Feed to a Load

Line K Ventilation 7% K1 Describe Basic Ventilation Requirements K2 Describe and Apply Ventilation Code

Line L Basic Heating 10% L1 Describe Heat Sources L2 Describe Heat Distribution Systems L3 Describe Environmental Considerations

Line M Apply Job Skills and Career Options 3% M1 Describe Job Preparations to Maximize Efficiency M2 Describe Principles of Effective Time Management M3 Describe Effective Communication

Total Percentage for Geothermal Technician Level 1 100%



Training Topics and Suggested Time Allocation Geothermal Technician – Level 2: Geothermal


Line N Geothermal Aspect of the Heating Industry 5% N1 Describe the History of and Rational for Geothermal Energy

Systems

N2 Describe Basic Thermal Energy Exchange Principles N3 Describe Economic and Environmental Factors of the Thermal

Energy Exchange Industry

Line O Geothermal Heat Pump Systems 10%

O1 Describe the Components of a Geothermal Heat Pump System

O2 Describe Various Applications of Geothermal Heat Pump Systems

O3 Describe Various Geothermal System Sources

Line P Field Analysis and Geology 10% P1 Identify Soil and Rock Types

P2 Determine Soil Thermo-conductivity and Diffusivity P3 Describe Regional Soil Types and Mean Temperature Conditions P4 Describe Environmental Impacts and Sensitivities

Line Q System Design 20% Q1 Assess Site Suitability and Options

Q2 Design Ground Heat Exchanger Systems

Q3 Determine System Heating and Cooling Loads / Requirements

Q4 Identify Heating/Cooling Distribution Method Q5 Specify Heat Pump Type and Performance Design Specifications

Q6 Describe Local and Provincial Regulatory Design Standards

Q7 Describe Operational Limitations for Various Load Applications in New and Retrofit Construction

Line R Controls Design 10% R1 Describe Control Strategies

R2 Describe Hydronic Control

R3 Describe Forced Air Control

R4 Describe Chilled Water

Line S Piping and Ducting Design 10% S1 Describe Buffer Tank, Radiant and Heat Pump Piping

S2 Describe Direct Cooling S3 Describe De-Superheaters and Domestic Hot Water S4 Describe Freeze Protection S5 Describe Forced Air Duct Size Modifications

S6 Describe Vibration Control and Sound Attenuation




Line T System Installation 15%

T1 Perform an Examination of Loop Systems

T2 Attain Socket Fusion Certification

T3 Demonstrate Complete Loop System Installation Sequence

T4 Describe the Installation Requirements for Various Loop Systems

T5 Differentiate Between Various Drilling Methods

T6 Describe Grouting Procedures

T7 Describe Loop Manifolding Types and Installation Procedures

T8 Construct a Plan for Pressure Testing, Purging, and Flushing

T9 Prepare Site Plan Documentation and Describe Type of Freeze Protection

Line U System Commissioning 10%

U1 Describe System Start-up Procedures

U2 Evaluate System Performance

U3 Prepare System Documentation

U4 Demonstrate System to Homeowner

Line V Servicing and Troubleshooting 10% V1 Troubleshoot a System Using Standard Methodology

V2 Use Test Equipment

V3 Evaluate Existing System

V4 Repair Systems

V5 Service Components

Total Percentage for Geothermal Technician Level 2 100%

Section 3 Program Content


SECTION 3

PROGRAM CONTENT

GEOTHERMAL TECHNICIAN

Program Content Level 1


Level 1

COMMON CORE




Line (GAC): A RESIDENTIAL HEATING INDUSTRY

Competency: A1 Describe the Construction Industry

Objectives

To be competent in this area, the individual must be able to:

Describe the characteristics of the BC residential construction industry and its relationship to other sectors.

LEARNING TASKS CONTENT

1. Characteristics of the BC residential construction industry

General Contractors

Building Contractors

Sub Contractors

2. Characteristics of various parts of residential construction (i.e. single family, duplex/row, multi-unit low-rise, multi-unit high-rise)

Typical wood frame structures

Steel stud structures

Concrete structures

3. Identify and discuss relationship to other constructions sectors

Risk Factors

Quality Standards

Contracts

Good communication

4.

Describe typical residential construction job sites

Achievement Criteria: The trainee shall complete a theory assessment on this module’s content. Pass mark 70%.




Competency: A2 Describe the Heating Trades and Their History

Objectives


Describe the trades in the residential heating industry and the history of these trades.


1. Describe types of heating trades HVAC

Hydronics

Geothermal

Refrigeration

2. Describe how a Certified Heating Technician relates to other trades in the industry

Sheet Metal

Gas

3. Describe the history/evolution of the heating trades

4. Overview of heating trades occupations and relationship to other occupations in the industry

5. Describe heating and cooling systems





Competency: A3 Describe the Purpose of the Trade

Objectives


Describe the role (CHT) in the context of the construction industry.


1. Health

2. Climate control





Competency: A4 Describe Heating Systems

Objectives


Identify the components and describe the basic concepts of heating systems that use either water or air as the heating medium.


1. Identify basic components of hot air systems

Furnaces, plenums, ducting, registers

2. Identify basic components of hydronic systems

Boilers, distributions piping, heat emitters controls

3. Describe buildings heating requirements Types of heat losses, types of heat transfer

4. Describe how forced air transfers heat to the building

5. Describe how hydronic systems transfers heat to building




Line (GAC): B APPLY TRADES MATH

Competency: B1 Perform Basic Trades Math Calculations

Objectives


Conduct basic construction math calculations.


1. Add, subtract, multiply, divide Handling construction numbers.

2. Metric, Imperial and fractions Metric to Imperial and Imperial to Metric

3. Ratio and proportion Typical construction problems

4. Basic geometry Typical construction problems

5. Basic trigonometry Basic trig for construction

6. Algebra Basic construction formulas

Specify area and volumes

Achievement Criteria: Trainees will be given examination questions containing construction calculations.

Theory pass mark 70%.




Competency: B2 Demonstrate Use of a 4-Function Calculator

Objectives


Use a 4-function calculator.


1. Use 4-function calculators

Achievement Criteria: Criteria include addition, subtraction, multiplication and division. Pass mark 70%.




Competency: B3 Perform Imperial/Metric Trade Calculations and Conversions

Objectives


Use metric-imperial conversions to perform trade math calculations.


1. Apply metric units in trades math calculations

2. Apply imperial units in trades math calculations

3. Calculate conversions Convert imperial to metric

Convert metric to imperial

Achievement Criteria: Criteria included basic unit, common conversations, etc. Pass mark 70%.



Line (GAC): C WORKPLACE SAFETY

Competency: C1 Describe Common Hazards of the Trade

Objectives


Recognize common hazards associated with the trade and describe how to avoid these hazards.


1. Describe hazardous locations

2. Describe chemical hazards

3. Describe fire hazards

4. Describe hazards related to confined space

5. Describe hazards related to fumes, chemical contact, noise, vibrating tools





Competency: C2 Describe WorkSafeBC Regulations With Respect to the Trade

Objectives


Describe the role of the WorkSafeBC, how to report an injury, and describe trade related injuries and illnesses.


1. Describe the role of the WorkSafeBC Inspects places of employment

Investigates accidents and causes of industrial disease

Assists in developing health and safety programs

Provides rehabilitation and retraining for injured workers

Assists in creating a safe place to work

2. Reporting an injury Identify first-aid room

Get first-aid

Get medical attention

Notify your supervisor

3. Describe trade related injuries and illnesses

Assessing risks and hazards

Precautions

Achievement Criteria: Criteria include hazard inspections, safe work procedures, role of supervisors, parts of the BC Workers Compensation Act, safety committees, safety policies and plans, responsibilities, employer roles, due diligence, investigations and others. Pass mark 70%.




Competency: C3 Describe Employer and Employee Responsibilities as they apply to WorkSafeBC Regulations

Objectives


Describe the responsibilities employers and employees have with respect to WorkSafeBC regulations.

LEARNING TASKS CONTENT 1. Employer responsibilities Ensure health and safety of workers.

Remedy hazardous workplace conditions.

Ensure that workers are aware of health or safety hazards.

Establish occupational health and safety policies and programs.

Provide protective equipment, devices and clothing and ensure that these are used.

Provide workers with the information, instruction, training and supervision necessary to ensure the health and safety of workers.

Make a copy of the worksafebc act and the regulations readily available.

Consult and cooperate with the joint committees and worker health and safety representatives.

Cooperate with the worksafebc, officers of the board and any other person carrying out a duty under this part or the regulations.

2. Employee responsibilities Take reasonable care to protect the workers’ health and safety.

Carry out work in accordance with established safe work procedures.

Use or wear protective equipment.

Ensure that the ability to work is not impaired by alcohol, drugs or other causes.

Report to the supervisor or employer any contravention of the regulations, absence of or defect in any protective equipment, any other hazard, that the worker considers is likely to endanger the worker or any other person.

Cooperate with the joint committee or worker health and safety representative.

Cooperate with the board, officers of the board and any other person carrying out a duty under this part or the regulations.





Competency: C4 Demonstrate Appropriate Use of PPE

Objectives


Describe and correctly use personal protective equipment (PPE).


1. Describe proper work clothing Close-fitting pants, shirts and jackets

Safety-toe workboots

Protection of hair

Precautions regarding jewelry, etc.

Hard hat

Gloves

2. Describe protective equipment Safety goggles

Face shield

Ear plugs

Respirators

Dust masks

Gloves

Knee pads

3. Use respirator protection

Protection factors

Air purifying

Fit testing

Selection of cartridge

4. Overview of various types of sites Commercial high rise

Residential high rise

Service

Achievement Criteria: Criteria include hard hats, long hair, breathing aspirators, eye protection, adequate/non-adequate hearing protection, foot protection, and others. Pass mark 70%.



Line (GAC): C APPLY WORKPLACE SAFETY

Competency: C5 Demonstrate Fall Protection and Use of Ladders and Scaffolding

Objectives


Select appropriate type of ladder for the job, describe correct storage, maintenance and transport of ladders, and use ladders safely in various conditions.

Select correct scaffolding for job conditions, describe correct storage, maintenance and transport of scaffolding, and use scaffolding safely in various conditions.


1. Describe types of ladders Trestle ladder

Extension trestle ladder

Stepladder

Single ladder

Extension ladder

2. Demonstrate care of ladders Storage

Maintenance

Transporting

Inspection

Stepladder

Single ladder

Extension ladder (two sections)

Extension ladder (three sections)

Correct material (wood, aluminum, fiberglass)

3. Demonstrate ability to use ladders safely Around electricity

Slippery surfaces

Poor footing – uneven terrain

Traffic areas

Carrying procedures

Climbing procedures

4. Explain ladder uses Selecting proper ladder for the job

5. Describe types of scaffolding Wood

Ladder jacks

Trestle

Tube and coupler

Tower and rolling



6. Demonstrate care of scaffolding Storage

Maintenance

Transporting

7. Select correct scaffolding for job conditions

Ladder jacks

Trestle

Tube and coupler

Tower or rolling

Wood or metal

8. Demonstrate the ability to safely use scaffolds

Around electricity

Slippery surfaces

Poor footing – uneven terrain

Traffic areas

Carrying procedures

Erection procedures

Climbing procedures

Working procedures above safe landing

Follow all manufacturers’ guidelines

Achievement Criteria: Criteria include types of ladders, finishes, sizes and measurements, correct slope, safe use of ladder jack scaffolds, swing stage sizes and measurements, measurements of planks, guardrails, toe boards, widths, working at heights and others. Pass mark 70%.




Competency: C6 Describe Safe Vehicle Operation and Loading

Objectives


Identify and describe the safe use of various types of material handling vehicles.


1. Identify and explain the use of a boom truck, man lift, and scissor lift

Types

Uses

Safety

2. Identify and explain the use of a forklift Sizes and Capacities

Safety

3. Identify and explain the use of a bobcat Types

Uses

Safety

Achievement Criteria: The trainee will complete a multiple choice test to assess their understanding of this material. Pass mark 70%. Practical 100% within specifications, safety standards and timeframes.




Competency: C7 Achieve First Aid Level 1 Certification

Objectives

Externally referenced.


1. Use Level 1 First Aid techniques

Emergency scene management

Cuts and bleeding

Shock, unconsciousness and fainting

Electric shock

CPR

Choking

2. Complete Level 1 First Aid training course Third party content

Achievement Criteria: Attain Level One First Aid Certification.




Competency: C8 Identify Professional Work Practices

Objectives


Describe fire safety procedures and the role of safety committees.


1.

Describe fire safety procedures Classifications

Types of Equipment

Prevention

2.

Describe safety committees Legislation

Purpose

Structure

Achievement Criteria: The trainee shall successfully complete a theory test on this module’s content. Pass mark 70%. Practical 100% within specifications, safety standards and timeframes



Line (GAC): D SAFE USE AND CARE OF TOOLS

Competency: D1 Demonstrate Use of Measuring Tools

Objectives


Describe and demonstrate the correct use of measuring and layout tools.


1. Describe measuring tools Imperial tape measures

Metric tape measures

2. Describe layout tools Combination square

Chalk line

Plumb bob

Spirit level

Laser level

Tape

3. Demonstrate use of measuring tools Use with utility knife to measure and score gypsum wallboard

To square off grid, walls, etc. using 3, 4, 5

To determine radius points

To draw arches

To bisect angles

Read Imperial measurements

Read metric measurements

Convert metric to Imperial and Imperial to metric

4. Demonstrate methods of checking for accuracy and making adjustments

Spirit levels

Laser beacon

Water level

Achievement Criteria: The trainee shall successfully complete a theory test on this module’s content. Pass mark 70%. Practical 100% within specifications, safety standards and timeframes.




Competency: D2 Demonstrate Use of Hand Tools

Objectives


Identify and safely use hand tools.


1. Describe types of hand tools Hand tools used by all construction

Types of hand tools

o Screwdrivers

o Chisels

o Tools in scaffolds

o Drill bits

o T-bevels

o Squares

o Plumb bobs

o Hammers

o Files

o String lines

o Hacksaws

o Hand saws

Note: Refer to Section 3 Under Tools & Equipment for a complete list of hand tools

2. Demonstrate care and maintenance of hand tools

Safe use

Care, cleaning

Storage

Maintenance

To manufacturers specifications

Achievement Criteria: Criteria include personal protective equipment, use of screwdrivers, chisels, tools in scaffolds, drill bits, T-bevels, squares, plumb bobs, hammers, hacksaws, files, string lines, hand saws, etc. Pass mark 70%




Competency: D3 Demonstrate Use of Power Tools

Objectives


Demonstrate and describe the safe use of power tools.


1. Describe power tools Screw gun

Drill

Hammer drills

Rotohammer

Sabre saw

Circular saw

Hand power saw

Routers

Plunge routers

Chain saw

Angle grinder

Staple gun

2. Demonstrate correct use, storage and maintenance of power tools

Safe use

Care, cleaning

Storage

Maintenance

To manufacturer’s instruction

Achievement Criteria: Criteria include drilling concrete, drilling large holes, accidental starts, measurements, guards, use of power tools. Pass mark 70%.




Competency: D4 Demonstrate Use of Powder Actuated Tools (Manufacturer Certification)

Objectives


Obtain powder actuated tool-specific certification*.


1. Tool safety Third party content

2. Charges and nails Third party content

3. Tool maintenance Third party content

4. Concrete project Third party content

5. Steel project Third party content

Achievement Criteria: The trainee shall pass a recognized Powder Actuated Tool Certificate Course. The trainee will demonstrate competency by completing the projects identified within this module.

*HILTI or equivalent.




Competency: D5 Demonstrate Use of Shop Equipment

Objectives


Demonstrate and describe the safe use of shop equipment.


1. Describe equipment Chop saw

Shears

Breaks

Mitre saw

Drill press

2. Demonstrate ability to use shop equipment safely

To manufacturer’s instructions

To WorkSafeBC regulations

Achievement Criteria: Criteria include radial arm saw operation, drill presses, table saw operation, chop saw operation, power nailers, air-powered tools, personal protective equipment, etc.

Pass mark 70%.



Line (GAC): E READ PLANS

Competency: E1 Read and Interpret Plan Symbols and Plan Sections

Objectives


Interpret and describe shop drawings, drafting conventions, and project drawings and specifications.


1. Describe types of drawings

Architectural drawings

Structural drawings

Shop drawings

Floor drawings

Site drawings

Elevation drawings

2. Identify symbols

3. Locate information Shop drawings

Plans

4. Describe the purpose Specifications

Addenda

5. Locate specific information from Specifications

Addenda

6. Symbols used in forced- air ducting and hydronic piping

7. Extract specific information from building plans/blueprints

Scaled drawings

Organization of building drawings/details

8. Demonstrate ability to read plans/blueprints

9. Be able to read specifications

10. Demonstrate ability to read specifications Architect’s and engineers’ specifications

Manufacturers’ specifications and installation guides, e.g., environmental and climate requirements



Achievement Criteria: Criteria includes purpose of project specifications and drawings, conflicts, orthographics, preparing shop drawings, isometric projections, etc.

Pass mark 70%




Competency: E2 Describe Principles of Scale and Convert Measurements to Scale

Objectives


Describe the principles of scale and convert measurements to scale.


1. Describe principles of scale

2. Convert measurements to scale

Achievement Criteria: The trainee shall complete an assessment on this module’s content. Pass mark 70%.




Competency: E3 Read and Size Key Plan Elements Such as Windows and Doors

Objectives


Describe door and window schedules, grid lines and elevations, and read reflected ceiling plans.


1. Describe schedules Door schedules

Window schedules

2. Describe grid lines in plans and in elevation

Finding vertical in plane

3. Use reflected ceiling plans Read reflected ceiling plans

Achievement Criteria: Criteria include schedule forms, how they are depicted, type of information, common types of grid systems, master/secondary grids, basic metric module grid, benchmarks in a building, basic imperial measure grids, elevations, etc. Pass mark 70%.




Competency: E4 Recognize and Identify Key Structural Elements

Objectives


Read plans, identify conflicts and sketch simple details including bearing points, beam, truss and joist layouts.


1. Identify types of drawings Architectural, residential, floor pans, elevations, cross sections

2. Use structural drawings Construction details, footings and foundations, cross sections, wall sections, etc.

3. Use contract documents and specifications

Contracts, drawings and specifications, using specifications

4. Identify potential plan/drawing conflicts Priorities, change orders, addenda, agreements, drawings, precedence of contract documents

5. Sketch simple details Make simple sketches

6. Describe the basic implications of using engineered construction products in a variety of applications

Achievement Criteria: Given a building plan and multiple-choice test, the trainee will demonstrate their ability to identify and interpret drawings. Identify errors and conflicts. Sketch simple details. Pass mark 70%. Practical 100% within specifications, safety standards and timeframes.



Line (GAC): F PERFORM BASIC DRAFTING

Competency: F1 Produce Orthographic and Isometric Drawings

Objectives


Produce orthographic and isometric drawings.


1. Basic Board Techniques Lines

Symbols

Call-out Bubbles

Page Layout

Titles

Equipment

2. Sketch Isometric Drawings Discuss Isometric view

Illustrate system using Isometric view

3. Sketch Orthographic Drawings Discuss Orthographic view

Illustrate system using Orthographic view

4. Sketch Flow Drawings Discuss Flow view

Illustrate system using Flow view




Line (GAC): F PERFORM BASIC DRAFTING

Competency: F2 Produce Flow and Assembly Drawings and Duct Layout Schematics

Objectives


Produce flow and assembly drawings and duct layout schematics.


1. Produce Flow Drawings

Discuss flow drawings

Illustrate system using flow drawing




Line (GAC): G BASICS OF FRAMING

Competency: G1 Describe Types of Construction

Objectives


Describe forms and foundations used in residential construction.


1. Forms

2. Framing

3. Foundations





Competency: G2 Describe and Apply Basic Framing

Objectives


Describe and identify dimensional lumber and engineered wood products.


1. Identify standard sizes and grades of framing lumber

Nominal vs. actual sizes.

Types: lumber, boards, joists/planks, beams/stringers, posts/timbers, decking.

Grades

Defects

2. Estimate lumber quantities Lumber sold by the piece

Piece by piece estimating

Determine the lengths

Calculations (table)

Costs

Taxes

Waste factors

3. Describe load bearing walls, beams, columns, posts, footings, and foundations

Load bearing components

Identification of load bearing components

Describe the importance of providing support up the foundation up to the top of a beam or wall

Achievement Criteria: Trainee will be able to identify construction details, material types, material characteristics, material grades, grade stamps and material quantities. Pass mark 70%.




Competency: G3 Describe Drilling, Cutting and Notching Constraints

Objectives

Having completed the module on construction issues related to load, trainees will become familiar with the constraints upon drilling, cutting or notching building structures


1. Describe what can or can not be drilled

2. Describe what can or can not be cut

3. Describe what can or can not be notched




Line (GAC): H INSULATION, VAPOUR BARRIERS AND THE BUILDING ENVELOPE

Competency: H1 Describe Types, R Values and Appropriate Application of Insulating Materials

Objectives To be competent in this area, the individual must be able to:

Describe types of insulation, thermal resistance, and the appropriate application of insulating materials.


1. Describe heat flow mechanisms From higher to lower temperatures via one or more of the following mechanisms: conduction, convection and radiation

2. Describe the principles of insulation performance

Reduction of heat flow through building envelope by reducing conductance

Insulation holds air (a poor conductor) in small pockets

3. Describe types of insulation

4. Describe R Values

5. Describe appropriate application of insulating materials





Competency: H2 Describe and Identify Boundaries between Conditioned and Unconditioned Space

Objectives


Identify boundaries between conditioned and unconditioned air.


1. Describe conditioned and unconditioned space

2. Describe boundaries

3. Identify conditioned spaces, unconditioned spaces and boundaries





Competency: H3 Describe Temperature Gradient, Dew Point and the Use of Air Barriers

Objectives


Explain the forces that cause water movement through a wall assembly including gravity, wind, momentum and capillarity.


1. Explain concept of moisture balance Moisture in a building assembly cannot accumulate faster than its storage capacity (to a level that does not degrade its performance) plus its ability to remove moisture

2. Describe the overall strategy for moisture control in walls

Control moisture entry

Control moisture accumulation

Control moisture removal (drying)

3. Describe rainscreen and requirements for penetrating it

Achievement Criteria: By practical demonstration and identification of picture graphic elements the trainee will pass a written (open book) test by achieving 75% or above. This standard is a medium minimum because of the technical nature of the information. Achievement below 75% will require a re-test until over 75% is attained. Certificate cannot be granted until this competency level is achieved.



Line (GAC): I APPLY FUNDAMENTALS OF HEAT LOSS/ HEAT GAIN

Competency: I1 Demonstrate Using R & U Values in Heat Loss and Gain Calculations

Objectives


Demonstrate the correct use of R and U values in heat loss and heat gain calculations.


1. Calculate Heat Loss and Heat Gain for Individual Elements

Achievement Criteria: The trainee shall successfully complete a theory test on this module’s content. Pass mark 70%. Practical demonstration of the competency must also repeatedly meet industry standards as determined by the instructor.




Competency: I2 Use Winter/Summer Design Condition Tables

Objectives


Identify and use Winter/Summer design condition tables correctly.


1. Identify tables

2. Apply knowledge of design condition tables

Achievement Criteria: The trainee shall successfully complete a theory test on this module’s content. Pass mark 70%.




Competency: I3 Perform Basic Heat Loss / Heat Gain Calculations

Objectives


Perform basic heat loss/heat gain calculations.


1. Perform heat loss/heat gain worksheet calculations

Skin losses

Air losses




Line (GAC): J APPLY BASICS OF ELECTRICAL & WIRING

Competency: J1 Describe Fundamentals of Electricity

Objectives


Explain basic principles of electricity and safety issues. They will be able to analyze circuits, describe components, identify electrical symbols and apply electrical code to basic wiring.


1. Explain basic DC electricity principles Describe the atom and electrons

Describe voltage, current, and resistance

Describe Ohms Law

Apply Ohms Law

Conversions

2. Describe electrical circuits Describe electrical conductors

Describe series circuit

Describe parallel circuit

Describe series circuit

3. Describe parallel circuits Diagrams

Applications

Calculations using Ohms Law

4. Simple series / parallel circuit Diagrams

Applications

5. Analyze AC/DC circuits Explain electrical safety

6. Describe alternating current Sine wave (hertz)

Generation

Analysis using Ohms Law (Series, Parallel)

7. Describe Transformers, relays and solenoids

Describe transformers

Describe relays

Describe solenoids

8. Identify basic schematic symbols Recognized electrical symbols used in the hydronics industry



9. Apply electrical code to basic single phase wiring

Describe basic single-phase branch circuits

Describe grounding (safety)

Describe circuit breaker operation

Describe fuses

Select wire based on application

10. Describe direct digital control

Size wire based on ampacity





Competency: J2 Demonstrate Use of a Multimeter & Induction Ammeter

Objectives


Operate multimeters and induction ammeters.


1. Demonstrate basic multimeter operation Describe multimeter functions

Describe safe operation of multimeter

Use multimeters to make measurements

2. Demonstrate use of an induction (clamp on) ammeter

Describe induction ammeter

Describe safe operation of induction ammeter

Use induction ammeter to make measurements





Competency: J3 Read, Interpret and Produce Ladder & Wiring Diagrams

Objectives


Read, interpret and produce ladder and wiring diagrams.


1. Describe ladder diagrams Advantages

Primary/secondary sides

Parallel/series configurations





Competency: J4 Use a Wiring Diagram to Wire a Class 2 Control Circuit and Describe a Branch Circuit

Objectives


Use a wiring diagram to wire Class 2 control circuits and will be able to describe a branch circuit.


1. Describe wiring diagram for control and branch diagrams

Control

Branch

2. Demonstrate wiring procedures for Class 2 control circuitry




Line (GAC): J BASICS OF ELECTRICAL & WIRING

Competency: J5 Describe Breaker and Branch Circuit Wiring Feed to a Load

Objectives


Describe the components that make up a branch circuit, including breakers wiring and code aspects of each. Learner will be able using electrical code to size select breakers wiring and disconnects based on application and load.


1. Describe branch circuit including breakers, wire types, junction boxes disconnect switches

2. Describe breaker and their purpose

3. Use electrical code to size select wiring, breaker and disconnects




Line (GAC): K VENTILATION

Competency: K1 Describe Basic Ventilation Requirements

Objectives


Describe ventilation capabilities and limitations.


1. Ventilation requirements Moisture

Carbon dioxide

2. Air flow basics Flow rate

Pressure

Air

Density

Velocity

3. Combustion air

4. Circulation air

5. Exhaust air

6. Make-up air




Line (GAC): K VENTILATION

Competency: K2 Describe and Apply BC Ventilation Code

Objectives To be competent in this area, the individual must be able to:

Locate the ventilation section (section 932) of the current BC Building Code and describe and apply the ventilation aspects of the code.


1. Non-distributed ventilation systems

2. Distributed ventilation Systems

3. HRV ventilation systems




Line (GAC): L BASIC HEATING

Competency: L1 Describe Heat Sources

Objectives


Identify and select several types of heat sources.


1. Describe types of boilers Gas, wood, electrical, oil

Steel, cast iron, copper tube

High and standard efficiency boilers

2. Describe heat pumps Air to air;

Air to water

Geothermal forced air

Geothermal Hydronic

3. Describe water heater Gas;

Electric

On-demand

4. Describe solar water heaters Drain back

Evacuated tube

5. Describe types of furnaces Gas

Propane

Condensing

Electric

Oil

Wood

6. Describe efficiency types 80% efficiency

90% efficiency

95% efficiency





Competency: L2 Describe Heat Distribution Systems

Objectives


Compare several distribution systems.


1. Describe direct return/ parallel Show diagrams and application

2. Describe reverse return/parallel Show diagrams and application

3. Describe series loop Show diagrams and application

4. Describe mono flow Show diagrams and application

5. Describe primary secondary Show diagrams and application

6. Describe zoning Show diagrams and application

7. Describe various duct fittings and pipe; registers; grills; louvre

Show diagrams and application

8. Describe types of airflow; downflow; upflow; horizontal


9. Describe return air Show diagrams and application

10. Describe supply Air Show diagrams and application

11. Describe insulation of ducts – reasons and purposes






Competency: L3 Describe Environmental Considerations

Objectives

The learner will be familiar with the environmental considerations of the hydronic heating systems


1. Excessive heat loss from radiant slabs High supply temperatures

Air temperature stratification

2. Reduced efficiency due to improper boiler selection, installation, control

3. Reduced efficiency and comfort due to improper furnace selection

Short cycling appliance; noisy operation; air temperature stratification

4. Reduced efficiency and comfort due to improper duct sizing and distribution design

Cold/hot rooms/areas; noisy outlets; potential interference with other combustion appliances

5. Reduced efficiency and comfort due to improper A/C or heat pump selection

Cold/hot rooms/areas; noisy outlets; air noise at supply or return grills; failure of compressor; noisy condenser




Line (GAC): M APPLY JOB SKILLS AND CAREER OPTIONS

Competency: M1 Describe Job Preparations to Maximize Efficiency

Objectives


Describe the preparations needed to ensure efficiency on the job.


1. Organizational skills

2. Task management

3. Job planning





Competency: M2 Describe Principles of Effective Time Management

Objectives


Describe principles of effective time management and how the principles apply to their role on the job.


1. Developing to-do lists or action plans

2. Prioritizing tasks

3. Avoiding procrastination

4. 80-20 rule





Competency: M3 Describe Effective Communication

Objectives


Describe the basic principles of effective communication and relate these principles to their role on the job.


1. Listening skills

2. Customer service

3. Team work




LEVEL 2




Line (GAC): N GEOTHERMAL ASPECT OF THE HEATING INDUSTRY

Competency: N1 Describe the History of and Rational for Geothermal Energy Systems

Objectives


Identify the key aspects of the Geothermal Heating Industry and its benefits.


1. Review history of the industry Harnessing surface sources

Mechanical extraction

Active vs passive sources

2. Describe the present state of the industry Structure

3. Describe the rational for geothermal energy

Cost Effectiveness

Clean sources

Alternatives not available

Achievement Criteria: Achieve at least 70% on a written test.




Competency: N2 Describe Basic Thermal Energy Exchange Principles

Objectives


Describe the basic principles of increasing usable heat from low temperature sources.


1. Describe the three loops of a thermal energy exchange system

Ground loop

Heat pump circuit (Refrigeration)

Distribution





Competency: N3 Describe Economic and Environmental Factors of the Thermal Energy Exchange Industry

Objectives


Describe the economic and environmental advantages of energy exchange.


1. Research environmental aspects Heat pump source usage

Consideration of electricity source (hydro vs carbon)

2. Perform life cycle cost analysis on various system options

Components

Pure electricity

Coefficient of Performance (COP)

Energy Efficiency Ratio (EER)




Line (GAC): O GEOTHERMAL HEAT PUMP SYSTEMS

Competency: O1 Describe the Components of a Geothermal Heat Pump System

Objectives


Describe the operation of the three loops of a geothermal heat pump and the operation of a geothermal heat pump refrigeration cycle.


1. Describe heat transfer Temperature differential

Medium - Air

o Specific heat

o Specific gravity

Medium - Water

o Specific heat

o Specific gravity

Medium - Anti-freeze

o Specific heat

o Specific gravity

Flow rate

o Viscosity

Conductivity of heat exchanger

o Efficiency

2. Describe refrigerants Types

Characteristics (latent heat)

Environmental impacts

3. Describe the refrigeration cycle Evaporation

Condensation

Compression

Metering

Reversing valve

4. Diagram loops in a water to air and a water to water heat pump

Heat extraction

Heat absorption




Line (GAC): O GEOTHERMAL HEAT PUMP SYSTEMS

Competency: O2 Describe Various Applications of Geothermal Heat Pump Systems

Objectives


Describe a range of applications of energy exchange systems encompassing the breadth and the full concept of energy exchange.


1. Investigate water to air systems Transfer of heat to/from refrigeration coil to forced air system

2. Investigate water to water systems Transfer of heat to/from refrigeration coil to water distribution systems

3. Investigate combination systems

4. Explore innovative aspects of energy exchange

Extract heat from an ice rink arena to heat a swimming pool

5. Limitations of heat pump systems Temperature output




Line (GAC): O GEOTHERMAL HEAT PUMP SYSTEMS Competency: O3 Describe Various Geothermal System Sources

Objectives


Differentiate options in geo-thermal sources.


1. Describe various sources Surface water

Ground water

Earth

Air

2. Investigate open loop options Direct

Indirect

3. Investigate closed loop options

Vertical

Horizontal

Slinky

Water based




Line (GAC): P FIELD ANALYSIS AND GEOLOGY

Competency: P1 Identify Soil and Rock Types

Objectives


Interpret ground conditions with respect to determining thermal conductivity and drilling/trenching options.


1. Learn about soils

Fine grain

Course grain

Organic

Clean

Dirty

Moisture content

2. Learn about rocks

Petrologic groups

Related TCs





Competency: P2 Determine Soil Thermo-conductivity and Diffusivity

Objectives


Perform field tests to determine soil thermo-conductivity and thermo-diffusivity for different soils and rocks.


1. Describe thermo-conductivity (TC) and thermo-diffusivity (TD)

TC

TD

2. Relate TD/TC to different soils and different rocks

3. Perform field thermo-conductivity and thermo-diffusivity testing

Determine when to do it (feasibility)

Testing





Competency: P3 Describe Regional Soil Types and Mean Temperature Conditions

Objectives


Analyze soil temperature variations.


1. Investigate soil temperatures

Depth

Region

Season

Soil composition





Competency: P4 Describe Environmental Impacts and Sensitivities

Objectives


Describe environmental concerns.


1. Investigate and describe environmental issues

Thermal variance

Aquifer contamination

Greenhouse gas emissions

Diminishing availability of fossil fuels

Antifreeze contamination

Protection of municipal water system




Line (GAC): Q SYSTEM DESIGN

Competency: Q1 Assess Site Suitability and Options

Objectives


Determine the best loop design options for a site.


1. Assess site geology Bodies of water (and temp)

Soil condition

Grade

2. Assess viability of loop options for site Placement

loop types

Open/closed

Design

Cost

3. Determine site plan Property boundaries

Legal restrictions

Load plans

Achievement Criteria: Achieve at least 70% on a written test

Including assessing site options in case studies.




Competency: Q2 Design Ground Heat Exchanger Systems

Objectives


Make appropriate ground exchanger choices.


1. Design vertical ground heat exchanger system

Temperatures

Manifolding

Loop length

Pattern

Diameter

Depth

Flow rate

Pressure drops

2. Design horizontal ground heat exchanger system

Temperatures

Manifolding

Loop length

Pattern

Diameter

Flow rate

Pressure drops

3. Design slinky ground heat exchanger system

Temperatures

Manifolding

Loop length

Pattern

Diameter

Flow rate

Pressure drops

4. Design open loop ground heat exchanger system

Temperatures

Diameter

Flow rate

Pressure drops

Pump Selection



5. Design surface water ground heat exchanger system

Temperatures

Manifolding

Loop length

Pattern

Diameter

Flow rate

Pressure drops


Note that this is a major topic, and should involve all aspects of field design, from heat loss/gain to fluid dynamics and manifold design




Competency: Q3 Determine System Heating and Cooling Loads / Requirements

Objectives


Correctly apply R and U values, ∆T, and other heat transmission factors to determine heating and cooling loads/requirements.


1. Investigate heat transmission Conduction

Convection

Radiation

2. Apply heat transmission factors to heat loss/gain calculations





Competency: Q4 Identify Heating/Cooling Distribution Method

Objectives


Describe advantages/disadvantages of air/water distribution systems.


1. Describe a typical air distribution system Air flows

Temperatures

2. Describe a typical hydronic distribution system

Fluid flows

Temperatures

3. Compare the relative advantages and disadvantages of Air/Hydronic distribution systems

Temperature lift associated with air and hydronic

4. Compare the potential efficiencies of water to air and water to water

COP calculations

5. Investigate particular requirements of geo systems as related to lower output temperatures

Specific low temperature requirements





Competency: Q5 Specify Heat Pump Type and Performance Design Specifications

Objectives


Analyze differences in heat pumps.


1. Reading and comprehending manufacturers tables

Test comprehension of tables

2. Understand different refrigerant options Identify evolution of and characteristics of refrigerants

3. Correctly size heat pump to load requirements

Select heat pump using heat loss data and manufacturers’ tables





Competency: Q6 Describe Local and Provincial Regulatory Design Standards

Objectives


Identify sources of information and determine municipal and provincial regulations.


1. Identify sources for municipal and provincial regulations

Local building inspection branch

Provincial water-well associations

Department of fisheries

BC Land and Water

2. Describe applicable regulatory design standards





Competency: Q7 Describe Operational Limitations for Various Load Applications in New and Retrofit Construction

Objectives


Determine the feasibility of new and retrofit applications and describe operational limitations for load applications.


1. Assess load in new and retrofit construction

Calculations and duct design

2. Assess volume capacity of an existing duct system

Ducting pressure drop calculations

3. Describe appropriate volume capacity for a new duct system

Relate air flow to heat pump sizing

4. Assess the ability of a hydronic system to function with reduced water temperature (source)

Piping density and flow characteristics

5. Describe a hydronic system design to function with reduced water temperature (source)

Design for low temperatures

6. Describe the design/confirm availability of power (new and retrofit)

Integrate information above




Line (GAC): R CONTROLS DESIGN

Competency: R1 Describe Control Strategies

Objectives


Describe the advantages and disadvantages of different levels of controls, and the operational principles of basic control systems.


1. Review electricity Amperage

Voltage

Resistance

Ohm’s law

Continuity

Short circuit

2. Relay switching review (covered in core) Relay design

Field coil voltage

Operating voltage

3. Solid state electronics review Transistors

Diodes

Printed circuit boards

Integrated circuits

4. DDC control strategies Input

Process

Output

Feedback





Competency: R2 Describe Hydronic Control

Objectives


Design a hydronic control circuit.


1. Work with tank temperature control Aquastat hookup and programming

2. Work with room temperature control Thermostat hookup and programming

3. Understand and be able to apply outdoor reset

Outdoor sensor and programming

4. Relate heat pump coefficient of performance (COP) to output temperature and also to entering liquid temperature

COP calculations with varying inputs and outputs

5. Describe loop pump control Hookup loop pump

6. Describe fan coil control Thermostat control of fan coil and circulating pump

7. Describe staging control W1/W2 signals

Y1/Y2 signals





Competency: R3 Describe Forced Air Control

Objectives


Work with forced air system thermostats.


1. W1, W2, Y, R, G, C, X circuit comprehension

Hook up thermostats

2. Zone control Apply thermostats to different zones

3. Sequence of operation Staging controls





Competency: R4 Describe Chilled Water

Objectives


Describe how chilled water is created in the heat pump.


1. Buffer tank control for single and double tanks

3-way valves

Multiple pumps

2. Hot side/cold side applications Maximize COP with dual use systems




Line (GAC): S PIPING AND DUCTING DESIGN

Competency: S1 Describe Buffer Tank, Radiant and Heat Pump Piping

Objectives


Describe the hydronic distribution system, from the heat pump, through the buffer tank, to the distribution loops.


1. Role of the buffer/storage tank, and it’s unique importance in Geo systems

Fluid flow rate

Reservoir of heat





Competency: S2 Describe Direct Cooling

Objectives


Describe direct cooling in a water-to-air system.


1. Review water to air heat pumps, particularly the reversing valve

Heat pump operation in both heating and cooling modes

2. Understand the meaning of DX as opposed to water based fan coils

Water to air versus refrigerant to air heat exchangers





Competency: S3 Describe De-Superheaters and Domestic Hot Water

Objectives


Describe de-superheater operation and advantages.


1. Cover the refrigeration aspect of desuperheaters, ie capture of superheat

Comprehension of superheat

Capture of superheat for domestic hot water

2. Cover the water flow aspect of desuperheaters

Flow control

3. Investigate conditions that make Legionnaire’s disease possible

Investigate safe hot water tank storage temperatures





Competency: S4 Describe Freeze Protection

Objectives


Describe the need for and the choices available in anti-freeze.


1. Investigate relationship between anti-freeze choice and loop design

2. Temperature desirability for anti freeze

3. Investigate anti-freeze choices Propylene glycol

Ethanol

Methanol

Other options

4. Investigate viscosity concerns

5. Understand specific heat as it applies to anti-freeze

6. Understand specific gravity as it applies to anti-freeze





Competency: S5 Describe Forced Air Duct Size Modifications

Objectives


Describe air flow requirements in heat pumps.


1. Describe modifications to increase duct size for carrying maximum heat with low temperature air

Larger size ducting

Parallel runs to increase capacity





Competency: S6 Describe Vibration Control and Sound Attenuation

Objectives


Describe noise suppression strategies for ducting and piping and determine appropriate strategies for given situations.


1. Describe strategies for minimizing vibration of forced air ducting

90 degree bends

Insulate ducts

Flexible connectors

2. Describe strategies for minimizing vibration of piping

Flexible connectors

Isolation mounting brackets

3. Describe strategies for equipment isolation Sound dampening pads

Spring isolation hangars

4. Describe room considerations Air tightness

Room selection (location)

Insulation

Staggered wall studs




Line (GAC): T SYSTEM INSTALLATION

Competency: T1 Perform an Examination of Loop Systems

Objectives


Describe loop system design criteria and conduct an examination of loop systems.


1. Flow requirements Pressure drop

Reynolds number

Flow rate

2. Reverse return manifold Balanced flow through loops

3. Step down manifold Maintain purging flow

4. Design for purging and flushing 2 gallons per minute for purging

Achievement Criteria: Demonstrate a complete examination of loop systems to meet instructor set standards for the task.

Achieve at least 70% on a written test.




Competency: T2 Attain Socket Fusion Certification

Objectives

Externally referenced


1. Describe and perform fusion (butt and socket) with inspection

Perform fusion under supervision

Perform destructive testing

Achievement Criteria: Achieve Socket Fusion Certification.




Competency: T3 Demonstrate Complete Loop System Installation Sequence

Objectives


Correctly demonstrate loop installation procedures.


1. Work through ground exchanger field to mechanical room steps and layout

Lay pipe

Fuse

Test

Connect to heat pump

Achievement Criteria: Demonstrate complete loop installation procedures to industry standards as determined by instructor.




Competency: T4 Describe Installation Requirements for Various Loop Systems

Objectives


Describe installation requirements for various loop systems.


1. Open loop Direct

Indirect

2. Vertical

3. Horizontal

4. Slinky

5. Water based

Surface water

Ground water





Competency: T5 Differentiate Between Various Drilling Methods

Objectives


Describe various drilling options and determine appropriate situations for advantageous use of each method.


1. Mud rotary drilling

Advantages

Disadvantages

Where to use advantageously

2. Air rotary drilling

Advantages

Disadvantages


3. Auger drilling

Advantages

Disadvantages


4. Sonic drilling

Advantages

Disadvantages






Competency: T6 Describe Grouting Procedures

Objectives


Describe the importance of grout, grouting considerations and the grouting process.


1. Describe aquifer protection with respect to grouting

2. Grout placement with respect to thermal bridge

3. Describe types of grout Bentonite based

Cementitious

Thermally enhanced

4. Describe mixing of grout

5. Placement (tremmie pipe)





Competency: T7 Describe Loop Manifolding Types and Installation Procedures

Objectives


Identify types of manifold and describe manifold options, the advantages and disadvantages of each and installation procedures.


1. Describe close coupled manifold Pressurized

Non pressurized

2. Describe extended manifold





Competency: T8 Construct a Plan for Pressure Testing, Purging, and Flushing

Objectives


Describe the importance of and develop a process for pressure testing before burying.


1. Cover hydrostatic pressure test

2. HDPE characteristics with respect to expansion

3. Importance of air and debris removal

4. Investigate the purging process Designing or building a purge cart

5. Review step down manifold with respect to purge requirements





Competency: T9 Prepare Site Plan Documentation and Describe Type of Freeze Protection

Objectives


Draft site plan documentation.


1. Describe the importance of the site plan Pipes

Antifreeze

Tracer wire

Caution tape

2. Prepare documentation for a case study site plan

Include anti-freeze documentation as required




Line (GAC): U SYSTEM COMMISSIONING

Competency: U1 Describe System Start-up Procedures

Objectives


Describe proper start up procedures.


1. Describe start up sequence Document start-up process

2. Describe the required start up tests, and the importance of each

Start-up





Competency: U2 Evaluate System Performance

Objectives


Determine the actual operating coefficient of performance (COP) of a heat pump to evaluate system performance.


1. Note importance of P/T ports Describe p/t ports

Describe function of ports

2. Determine how to calculate delta T between ELT and LLT

Perform calculations

3. Review specific heat and gravity of fluid Define

4. Determine flow rate using pressure drop and tables

Perform sample calculations

5. Calculate heat of extraction/rejection Perform sample calculations

6. Determine heat of compression Perform sample calculations

7. Calculate coefficient of performance (COP)

Perform sample calculations





Competency: U3 Prepare System Documentation

Objectives


Describe the importance of and be able to draft “as built” documentation.


1. Prepare as-built documentation for case study installations

Prepare sample documentation

o Site survey

o Performance results

o Warranty info

o Anti-freeze type and concentration

o Equipment manuals

Achievement Criteria: Prepare documentation for case study installation scenarios to industry standards as determined by an instructor.





Competency: U4 Demonstrate System to Homeowner

Objectives


Communicate system operation and maintenance requirements effectively.


1. Describe importance of a system demonstration and addressing customer questions and concerns

Create as-built folder

2. Articulate service and maintenance issues Create owners’ manual

3. Describe the importance of providing follow-up and contact information

Create owners’ manual

4. Role play system demonstration In partners, explain operation, etc.




Line (GAC): V SERVICING AND TROUBLESHOOTING

Competency: V1 Troubleshoot a System Using Standard Methodology

Objectives


Use standardized or manufacturer provided methodology to troubleshoot system problems.


1. Describe common faults and symptoms Electrical

Fluid flow

Air flow

Refrigerant considerations

2. Using a troubleshooting chart to troubleshoot a system

Manufacturer’s troubleshooting chart

Achievement Criteria: Troubleshoot a system to industry standards as determined by an instructor.





Competency: V2 Use Test Equipment

Objectives


Use test equipment specific to heat pump systems.


1. Review multi-meter use Electrical section

2. Determine source side ∆T on a water source heat pump

Temperature probe

3. Determine pressure drop on a heat pump, and extend that measure to flow rate

Pressure gauge with needle

4. Determine the amperage draw of a heat pump

Inductive pickup ammeter





Competency: V3 Evaluate Existing System

Objectives


Evaluate the effectiveness of a geo-thermal system.


1. Determine condition of existing components

Pressure and temperature determinations

2. Review and practice coefficient of performance (COP) determinations.

COP calculation formula





Competency: V4 Repair Systems

Objectives


Diagnose and repair geo-thermal systems.


1. Apply knowledge of heat pumps and geothermal exchange systems to troubleshoot and repair common problems

Temperatures

Pressures

Electrical

Antifreeze

2. Perform hands-on testing and diagnosis on heat pumps Note: Do not include refrigeration system work unless qualified to do so

Test

Diagnose

Use troubleshooting chart(s)

Analyze sequence of operation

Perform tests

o Temperature

o Pressure

o Electrical

o Antifreeze

Determine repair requirements

Perform repair

Achievement Criteria: Troubleshoot and repair a system to industry standards as determined by an instructor.





Competency: V5 Service Components

Objectives


Diagnose and service auxiliary components.


1. Perform testing on circulating pumps

2. Perform testing on supplementary heaters.

3. Maintain equipment Air Filter

Condenser coil condition

Other coils

Loop pressure

Anti-freeze

Water volume in low pressure system

Achievement Criteria: Service system components to industry standards as determined by an instructor.


Program Content Section 4


Section 4

TRAINING PROVIDER STANDARDS



Facility Requirements

Principles and General Standards Facilities shall offer a safe and productive learning environment. Facilities shall be appropriate for delivery of instruction at each level of training. Meets applicable municipal zoning bylaws for technical instruction and education facilities. Conducts a safety review of the program's facility and equipment annually and meets applicable

safety standards/regulations. Classrooms, labs, shops and work sites are safe, properly maintained, and in good repair. Suitable for the size of the class. Temperature, noise, ventilation, light, and particulate control are maintained at appropriate levels. Storage space is functional and sufficient for instructional materials, supplies and equipment. Instructor work stations are adequate and appropriately equipped. Trainee work areas are adequate and appropriately equipped. Facilities have adequate floor area and ceiling heights.

Specific Guidelines/Minimum Requirements Indoor shop/lab area: 115 to 135 sq. ft. per trainee; ceiling height 12 ft. minimum Outdoor construction area: 275 to 300 sq. ft. per trainee Classroom area: 35 to 40 sq. ft. per trainee Material Storage: 35 to 40 sq. ft. per trainee Tool Storage: 10 sq. ft. per trainee Instructor office/small meeting space: 120 to 150 sq. ft. Clean-up/waste area: 120 to 150 sq. ft.



Tools and Equipment

GENERAL

Tools and Lab/Shop Equipment Adequate tools and equipment shall be available for each level of training. Equipment shall be well maintained and operated in a safe manner. Tools and equipment meet the standard identified in the ITA Program Outline for each level of

technical training. Tools are suitable for the task being performed. The tools and equipment used in the program reflect the types used in the industry. Equipment is suitable for demonstration. The tools and equipment exist in sufficient quantity for efficient and effective instruction of the class

size. Trainees have ample time and opportunity to access tools and equipment. Equipment is in good repair and maintained regularly. Appropriate safety and personal protective equipment is available and in use. All shields, guards, and other safety devices are in place, operable and used where required. The classroom/lab and its equipment are reasonably set-up within a systematic flow of production.

Supplies and Materials Trade supplies and materials shall be available in sufficient quantities for each module. Instructional materials shall be adequate to meet the objectives of the program and available to all

trainees. Trade supplies and materials are available in sufficient quantities to support the program effectively. Instructional materials support ITA approved standards and objectives. Instructional materials are available for all trainees through all modules of the program.



Tools and Equipment

Level 1: COMMON CORE

Note: Since training shops differ from place to place, the following is only a guideline for shop equipment.

The tool list is based on the following assumptions:

16 trainees per class Trainees will do shop activities in two person teams (i.e. odd numbered teams promote the “odd

person out”, and leave one person doing little learning) Projects can be staggered between groups, thus reducing the demand for high numbers of equipment Tools are listed in groups of 2, 4 or 8 to accommodate 8 - two person teams The shop has adequate tool shortage cabinets

Hand Tools List Combination pliers Cold chisel Center punch Allen Keys Caulking gun Olfa knife Robertson screwdrivers: green, red, black Phillip screwdrivers: CP1, CP2, CP3 Flat screwdrivers 10”, 8”, 6” Adjustable spanners Combination square Bevel square Side cutters Levels Tin snips Vice grips

Tool box Chalk line Hack saw Hammer Duckbill vice grips 25’ tape measure: metric and

imperial Plumb bob Pry bar Files: flat, round, half round,

square Pipe wrenches Pipe cutter Crimpers Sheet metal hammer Bar Plumber’s torch and solder

Trainee-Owned Tools Safety glasses and hearing protection

(personal or disposable) 25 foot (carpenter quality) metric and imperial

tape measures Right & Left Snips 3’ Steel Rule Utility knife Quality mutli-driver screwdriver

Needle nose pliers Linesman pliers Scribe Carpenter pencils Leather work gloves Safety boots Carpenter quality tool belt

Note: The above tools may be provided by the training institution. Equipment such as scaffolds, brakes, shears and other large/costly items can be rented to reduce costs.



Level 2: GEOTHERMAL

Tools Inductive pickup ammeter Multi-meter (may be incorporated with ammeter) Electrical presence tester Probe style pressure tester (through P/T ports) Infra red temperature sensor Probe style thermometer Screw drivers Wrenches Pliers Wire strippers

Equipment Purge Cart Butt fusion equipment Socket fusion equipment



Reference Materials Recommended Resources

Energy Exchange: Geothermal Exchange and Beyond

Author: Eric Dickie

ISBN #:978-0-9782997-0-5

Industry Training Authority (ITA) www.itabc.ca

Workers’ Compensation Board of BC (WorkSafeBC) www.worksafebc.com

Required Texts

Quality First Ventilation Guidelines (most current available) Quality First Forced Air Guidelines (most current available) Quality First Basics of Air Guidelines (most current available) Quality First Hydronic Design Guidelines (most current available) BCIT Level 1 – Common Core CHT Workbook/Textbook

NOTE:

This list of Reference Materials is for training providers. Apprentices should contact their preferred training provider for a list of recommended or required texts for this program.



Instructor Requirements

Principles and General Standards The instructor qualifications shall be suitable for the program and level of technical training. The instructor experience shall be appropriate for the program and level of technical training. The instructor shall demonstrate effective educational practice in materials and techniques. The instructor holds a BC Certificate of Qualification in the industry. The instructor has acquired appropriate training on equipment to ensure proper instruction to

trainees. The instructor demonstrates a broad range of knowledge of the training content. The instructor has practical and teaching experience sufficient to deliver the program effectively. The instructor demonstrates industry practical experience reflected in the training content. The instructor prepares well designed instructional materials and lesson plans. The instructor uses effective instructional techniques. The instructor uses a variety of methods in delivery of instruction.

Specific Qualifications The instructor should possess:

A BC Certificate of Qualification and/or Inter-Provincial Red Seal Certificate in the trade of Steamfitting or Plumbing or Gasfitting, Refrigeration.

A Provincial (BC) Instructors Diploma or completion of a Train the Trainer program. A minimum of 5 years experience working in the Domestic/Residential Heating industry. Experience of 2 years or more teaching or training is also preferred.

The requirement for a trades credential may be waived if the individual has substantial industry and training experience.

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