Heating & Air Conditioning Mechanic & Installer

Anonymous

North Carolina (SAA)

Documents

Individual state requirements may vary. Please contact your local apprenticeship office to ensure this version is suitable to your state’s requirements.

Work Process Schedule

Work Process Content

On the Job Training

Anonymous

301

Skills

General Trade Orientation

Care and use of tools
Test and measurement devices
Types and sizes of piping, tubing, fittings
Introduction to refrigeration components
Safety procedures and first aid
Equipment records and reports

Fabrication of System Components

Cut, thread, flare, bend, share piping and tubing
Install fittings
Solder, braise, and thin fittings and components
Care and use of oxy-acetylene and prestolite torches
Silver and soft soldering

System Installation and Connection

Electric supply lines and cables
Electrical connections
Water service lines
Air supply lines
Steam lines
Steam return lines
Steam traps and strainers
Pressure reduction, expansion, evaporator, stop valves
Suction and discharge lines
Gauges
Dehydrators
Filters and strainers
Controls

Equipment Installation

Install condensers
Prepare compressor and motor bases
Install and align compressors and motors
Install evaporators and other cooling coils
Install and align centrifugal pumps and bases
Use of slings, lines, blocks and falls, chain hoists, rollers, dollies and skids

System Maintenance

Troubleshoot field systems
Test pressure, flow, etc.
Check liquid levels
Check repair leaks (Freon, liquid)
Purge, dehydrate, and charge systems
Repair, align, and adjust fans and blower sections
Align pulleys, bearing blocks, belt tension

Equipment Repair

Disassemble and clean, repair/renew, perform shop tests and run-in compressors
Repair, acidize condensers, and roll condenser tubes
Remove, replace, disassemble, and test, clean, calibrate, renew defective parts on controls of all types such as: pneumatic, electrical, electro pneumatic, thermostatic, humidity, pressure, vacuum

Machine Shop Practice

Use of grinders, drill presses, lathes
Tool and drill sharpening

Miscellaneous

Orientation
Housekeeping
Safety
Activity not otherwise listed

Academic Competencies

Can take measurements of structures, distances, length, width, height, perimeter, area, weight, and temperature
Can use and report measurements correctly
Can convert common units of measurement (e.g., from English to metric)
Can level, plumb, and square
Can read gauges and measurement instruments accurately
Can estimate sizes, distances, and quantities
Can use dimensions, spaces, and structures calculations to estimate resources, materials, and supplies needed for project completion
Can choose the right mathematical method or formula to solve a problem
Can perform math operations accurately to complete jobsite/workplace tasks
Can use various formulas for calculating the amount of materials needed to complete a task
Can calculate volumes of shapes and structures

Workplace Competencies

Can examine structures and systems to determine need for repair
Can diagnose malfunctioning systems, apparatus, and material components
Can develop a checklist to track preventative maintenance
Can complete and maintain preventative maintenance records
Can monitor work and record progress of the project
Can keep track of details to ensure work is performed accurately and completely
Can recognize the responsibilities and personal characteristics of a professional craftsperson (e.g., reads trade magazines and journals, manufacturers’ catalogues, industry publications, and internet sites to keep current on industry trends; stays up-to-date technically and apply new knowledge and skills; performs quality work meeting or exceeding the standards of the industry; exerts effort toward task mastery)
Can plan and implement phases of a project
Can identify methods of planning that will save a contractor money, time and materials
Can identify the relationship between available resources and requirements of a project
Can research jobsite information to identify appropriate craft responsibilities
Can coordinate work between trades
Can plan work processes including matching material amounts and types of work to be done
Can create work sequences for tasks and units of work
Can allocate time and resources effectively and coordinate efforts with all affected parties
Can estimate the time required to perform activities needed to accomplish a specific task
Can develop a timeline for sequencing the activities of a project/job
Can establish specific goals to accomplish work in a timely manner
Can ensure that others receive needed materials in time
Can stay on schedule
Can keep all parties informed of progress and all relevant changes to project timelines
Can anticipate obstacles to project completion and develop contingency plans to address them
Can incorporate potential job disruptions into planning timelines
Can adjust/plan schedules to respond to unexpected events and conditions
Can provide a project update to track changes
Can identify a problem, i.e. can recognize the existence of a problem; can identify the nature of the problem and define critical issues; can locate, obtain, and review information relevant to the problem
Can generate alternatives, i.e. can generate a variety of approaches to the problem; can think creatively to develop new ideas for and answers to work-related problems; can use logic and reasoning to identify the strengths and weaknesses of alternative solutions or approaches to problems
Can choose and implement a solution, i.e. can choose the best solution after contemplating approaches to the problem; can commit to a solution in a timely manner; can use strategies, tools, resources, and equipment to implement the solution; can observe and evaluate the outcomes of implementing the solution to assess the need for alternative approaches and to identify lessons learned
Can understand the roles and responsibilities of the individual as part of a team and the hierarchy of individuals on the jobsite
Can perform responsibly as a team member and assist other members of the work team
Can effectively communicate with all members of the group or team to achieve team goals
Can effectively resolve conflicts with co-workers to maintain a smooth workflow
Can learn from other team members
Can assist others who have less experience or have heavy workloads
Can select and use tools & technology, i.e. can identify the hand and power tools appropriate to the work site and to the trade; can select tools, technology, machinery, and equipment appropriate for a given job; can demonstrate appropriate use of tools to complete work functions; can identify potential hazards related to the use of tools; can operate hand or power tools and equipment in accordance with established operating procedures and safety standards
Can keep current, i.e. can demonstrate an interest in learning about new and emerging tools and technologies; can identify resources of information concerning state-of-the-art tools, equipment, materials, and technologies
Can troubleshoot, i.e. can perform routine maintenance on tools, technology and equipment; can determine causes of operating errors and decide what to do about it; can troubleshoot maintenance problems in accordance with established procedures

Industry-Wide Technical Competencies

Can interpret dimensions, symbols, types of lines, views and scales
Can visualize three-dimensional forms from two-dimensional drawings
Can locate worksite features included on a construction plan
Can comply with federal, state, and local regulations, and company health and safety policies
Can recognize common hazards and unsafe conditions that occur at work, their risks, and appropriate controls to address them
Can maintain a sanitary and clutter-free work environment
Can properly handle and dispose of hazardous materials
Can engage in safety training
Can select, inspect, and use personal protective equipment such as respiratory protection and fall protection equipment
Can know effects of and how to deal with temperature extremes and weather conditions
Can work safely in confined spaces or at heights
Can recognize how workplace risks can affect one’s life and one’s family
Can understand the legal rights of workers regarding workplace safety and protection from hazards
Can contribute to discussion of safety concerns in the workplace, making suggestions, and reporting injuries, incidents, and hazards as appropriate
Can follow organizational procedures and protocols for workplace emergencies, including safe evacuation, and emergency response
Can understand shop and worksite safety, fire safety, electrical safety, and chemical safety
Can follow ladder and scaffold safety procedures
Can demonstrate knowledge of hazardous properties of materials such as radiation, toxicity, flammability, reactivity, corrosivity, and limits of fire resistance exposure
Can complete accident reports in accordance with required standards; file reports with appropriate personnel
Can use Material Safety Data Sheets (MSDS) information to manage, use, and dispose of hazardous materials
Can identify materials necessary to complete tasks in the trade
Can describe the structure and properties of various materials
Can evaluate waste of resources/materials
Can evaluate necessity for additional/alternative resources/materials
Can understand criteria used for material selection
Can handle, install, position, move, and store materials properly
Can demonstrate knowledge of various material finishing techniques
Can install, connect, test, and maintain electrical systems
Can repair machines, systems, or structures using the needed tools
Can identify, diagnose, and/or repair equipment problems
Can maintain and troubleshoot mechanical, electrical, and plumbing systems
Can perform preventative maintenance to service existing structures
Can use information given in regulations and codes correctly
Can ensure work is done well, safely, and according to code and customer requirements
Can inspect job sites, equipment, structures, or materials to identify the cause of errors or other problems or defects
Can inspect structures and systems for structural quality, general safety, and conformance to specifications and codes
Can conduct tests and inspections of products or processes to evaluate quality
Can report on issues that affect quality
Can ensure contractual roles and responsibilities are fulfilled

Industry-Sector Technical Competencies

Can exhibit basic understanding of flows of heat, air, and moisture through the home and various methods used to control them

Occupation-Related Competencies

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Can test pipe or tubing joints or connections for leaks, using pressure gauge or soap-and-water solution
Can test electrical circuits or components for continuity, using electrical test equipment
Can repair or replace defective equipment, components, or wiring
Can discuss heating or cooling system malfunctions with users to isolate problems or to verify that repairs corrected malfunctions
Can repair or service heating, ventilating, and air conditioning (HVAC) systems to improve efficiency, such as by changing filters, cleaning ducts, or refilling non-toxic refrigerants
Can install, connect, or adjust thermostats, humidistats, or timers
Can connect heating or air conditioning equipment to fuel, water, or refrigerant source to form a complete circuit
Can study blueprints, design specifications, or manufacturers’ recommendations to ascertain the configuration of heating or cooling equipment components and to ensure the proper installation of components
Can comply with all applicable standards, policies, or procedures, such as safety procedures or the maintenance of a clean work area
Can install auxiliary components to heating or cooling equipment, such as expansion or discharge valves, air ducts, pipes, blowers, dampers, flues, or stokers
Can lay out and connect electrical wiring between controls and equipment, according to wiring diagrams, using electrician’s hand tools
Can inspect and test systems to verify system compliance with plans and specifications or to detect and locate malfunctions
Can record and report time, materials, faults, deficiencies, or other unusual occurrences on work order
Can install and test automatic, programmable, or wireless thermostats in residential or commercial buildings to minimize energy usage for heating or cooling
Can adjust system controls to settings recommended by manufacturer to balance system
Can install dehumidifiers or related equipment for spaces that require cool, dry air to operate efficiently, such as computer rooms
Can recommend, develop, or perform preventive or general maintenance procedures, such as cleaning, power-washing, or vacuuming equipment, oiling parts, or changing filters
Can cut or drill holes in floors, walls, or roof to install equipment, using power saws or drills
Can measure, cut, thread, or bend pipe or tubing, using pipe fitter’s tools
Can install or repair air purification systems, such as specialized filters or ultraviolet (UV) light purification systems
Can assemble, position, and mount heating or cooling equipment, following blueprints or manufacturer’s specifications
Can fabricate, assemble, or install duct work or chassis parts, using portable metal-working tools or welding equipment
Can use adjustable wrenches
Can use air velocity and temperature monitors — Air flow sensors; Air velocity meters
Can use ammeters — Milliamp/microamp meters
Can use anemometers — Hot wire anemometers
Can use awls
Can use blow torch — Acetylene torches
Can use capacitance meters — Capacitor analyzers
Can use carbon monoxide analyzer — Carbon monoxide detectors
Can use caulking guns — Caulking equipment
Can use circuit tester — Circuit analyzers
Can use circuit tracers
Can use claw hammer — Claw hammers
Can use desktop computers
Can use diagonal cut pliers — Diagonal cutting pliers
Can use drill press or radial drill — Drill presses
Can use electronic measuring probes — High-voltage probes
Can use end cut pliers — Side cutting pliers
Can use flowmeters — Pitot tubes; Turbine flow meters
Can use gas detectors — Combustible gas leak detectors
Can use hacksaw — Hand hacksaws; Power hacksaws
Can use hammers — Soft face hammers; Tinners hammers
Can use handheld thermometer — Handheld thermometers
Can use heat tracing equipment — Infrared thermometers
Can use hex keys — Hex wrenches
Can use hoists
Can use hygrometers — Humidity sensors; Hygrosticks
Can use inspection mirror — Inspection mirrors
Can use ladders
Can use levels
Can use liquid leak detectors — Refrigerant leak detectors
Can use longnose pliers — Long nose pliers
Can use magnetic tools — Magnetic pickup tools
Can use manometers
Can use metal cutters — Duct slicers; Metal snips
Can use multimeters — Autoranging meters; Clamp-on multimeters
Can use nut drivers
Can use ohmmeters — Milliohm meters
Can use oil gun — Oil guns
Can use personal computers
Can use pipe bending tools — Pipe benders
Can use pipe or tube cutter — Pipe cutters
Can use pipe reamer — Pipe reamers
Can use pipe wrenches
Can use power drills — Portable drills
Can use power flaring tool — Flaring tools
Can use power saws — Circular saws; Jig saws; Reciprocating saws
Can use pressure indicators — Differential pressure detectors; Pneumatic air gauges; Refrigerant pressure meters; Water pressure gauges
Can use pressure sensors — Bourdon tubes
Can use psychrometers — Wet bulb/dew point meters
Can use razor knives — Box cutters; Insulation knives
Can use refrigerant compressors — Reclaiming equipment; Refrigerant recovery machines
Can use resistance thermometers — Resistance temperature detectors
Can use safety glasses
Can use scaffolding
Can use screwdrivers — Flared tip screwdrivers; Phillips head screwdrivers; Slotted screwdrivers
Can use shears — Duct knives
Can use sheet metal pliers — Hand seamers
Can use single gas monitors — Carbon dioxide CO2 testers
Can use slip or groove joint pliers — Groove pliers
Can use smoke detectors — Smoke detector canisters
Can use stripping tools — Wire strippers
Can use surface thermometers — Non-contact surface temperature heads
Can use swaging tools
Can use temperature humidity testers — Temperature/humidity testers
Can use thermocouples — Bead type thermocouples; Pipe clamp thermocouples
Can use threading dies — Pipe threaders
Can use utility knives
Can use vacuum cleaners — Duct vacuums
Can use vacuum gauges
Can use vacuum pumps — Refrigerant vacuum pumps
Can use voltage or current meters — Alternating current AC line splitters; Electrical current meters; Heating ventilation and airconditioning/refrigeration HVAC/R clamp meters; Voltmeters
Can use welder torch — Brazing equipment
Can use wire cutters
Can use wire lug crimping tool — Sheet metal crimpers
Can perform routine maintenance on equipment and determine when and what kind of maintenance is needed
Can install equipment, machines, wiring, or programs to meet specifications
Can conduct tests and inspections of products, services, or processes to evaluate quality or performance
Can determine causes of operating errors and decide what to do about it
Can watch gauges, dials, or other indicators to make sure a machine is working properly
Can repair machines or systems using the needed tools
Can use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Can control operations of equipment or systems
Can understand written sentences and paragraphs in work related documents
Can understand the implications of new information for both current and future problem-solving and decision-making
Can determine the kind of tools and equipment needed to do a job
Can talk to others to convey information effectively
Can manage one’s own time and the time of others
Can identify complex problems and reviewing related information to develop and evaluate options and implement solutions
Can consider the relative costs and benefits of potential actions to choose the most appropriate one
Can monitor/assess performance of himself, other individuals, or organizations to make improvements or take corrective action
Can determine how a system should work and how changes in conditions, operations, and the environment will affect outcomes
Can teach others how to do something
Can use mathematics to solve problems
Can be aware of others’ reactions and understanding why they react as they do
Can identify measures or indicators of system performance and the actions needed to improve or correct performance, relative to the goals of the system
Can communicate effectively in writing as appropriate for the needs of the audience
Can select and use training/instructional methods and procedures appropriate for the situation when learning or teaching new things
Can actively look for ways to help people
Has the ability to make precisely coordinated movements of the fingers of one or both hands to grasp, manipulate, or assemble very small objects
Has the ability to apply general rules to specific problems to produce answers that make sense
Has the ability to bend, stretch, twist, or reach with his body, arms, and/or legs
Has the ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events)
Has the ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations)
Has the ability to read and understand information and ideas presented in writing
Has the ability to speak clearly so others can understand him
Has the ability to exert maximum muscle force to lift, push, pull, or carry objects
Has the ability to communicate information and ideas in writing so others will understand
Has the ability to judge which of several objects is closer or farther away from him, or to judge the distance between him and an object
Has the ability to come up with a number of ideas about a topic (the number of ideas is important, not their quality, correctness, or creativity)
Has the ability to keep or regain his body balance or stay upright when in an unstable position
Has the ability to remember information such as words, numbers, pictures, and procedures
Has the ability to quickly move the arms and legs
Has the ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources)
Has the ability to focus on a single source of sound in the presence of other distracting sounds
Has the ability to coordinate the movement of his arms, legs, and torso together when the whole body is in motion
Has the ability to choose the right mathematical methods or formulas to solve a problem
Has the ability to quickly respond (with the hand, finger, or foot) to a signal (sound, light, picture) when it appears
Has the ability to exert himself physically over long periods of time without getting winded or out of breath
Has the ability to add, subtract, multiply, or divide quickly and correctly
Has the ability to exert muscle force repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue
Has the ability to know his location in relation to the environment or to know where other objects are in relation to him
Has the ability to time his movements or the movement of a piece of equipment in anticipation of changes in the speed and/or direction of a moving object or scene
Has the ability to make fast, simple, repeated movements of the fingers, hands, and wrists
Has the ability to see objects in the presence of glare or bright lighting
Can service, repair, adjust, and test machines, devices, moving parts, and equipment that operate primarily on the basis of mechanical (not electronic) principles
Can keep up-to-date technically and applying new knowledge to his job
Can analyze information and evaluating results to choose the best solution and solve problems
Can observe, receive, and otherwise obtain information from all relevant sources
Can use hands and arms in handling, installing, positioning, and moving materials, and manipulating things
Can inspect equipment, structures, or materials to identify the cause of errors or other problems or defects
Can perform physical activities that require considerable use of his arms and legs and moving his whole body, such as climbing, lifting, balancing, walking, stooping, and handling of materials
Can use either control mechanisms or direct physical activity to operate machines or processes (not including computers or vehicles)
Can service, repair, calibrate, regulate, fine-tune, or test machines, devices, and equipment that operate primarily on the basis of electrical or electronic (not mechanical) principles
Can identify the underlying principles, reasons, or facts of information by breaking down information or data into separate parts
Can develop constructive and cooperative working relationships with others, and maintaining them over time
Can run, maneuver, navigate, or drive vehicles or mechanized equipment, such as forklifts, passenger vehicles, aircraft, or water craft
Can provide information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in perso.
Can develop specific goals and plans to prioritize, organize, and accomplish his work
Can schedule events, programs, and activities, as well as the work of others
Can identify the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others
Can use relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards
Can monitor and review information from materials, events, or the environment, to detect or assess problems
Can perform day-to-day administrative tasks such as maintaining information files and processing paperwork
Can use computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information
Can monitor and control resources and overseeing the spending of money

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