Major Work Activity F – Installs, Tests, Maintains, Troubleshoots and Repairs Renewable Energy Systems

Task F‑21 Installs, tests, maintains, troubleshoots and repairs geo-exchange and geothermal systems.

Task Descriptor

Geo-exchange and geothermal systems transfer heat from either ground source or deep earth by means of conduction, convection and radiation by use of closed or open loop systems.

Steamfitters/Pipefitters are responsible for the installation and maintenance of piping, associated components and equipment for these systems. Maintenance is done on a regular schedule or on an emergency basis to ensure the integrity of the piping system. Steamfitters/Pipefitters are responsible for diagnosing, locating and repairing or replacing equipment and material. Repairs are performed on an as-needed basis.

Industry Expected Performance

The task must be performed according to the applicable jurisdictional codes and standards. All health and safety standards must be respected. Work should be done efficiently and at a high quality without material waste or environmental damage. All requirements of the manufacturer, client specifications and the AHJ must be met.

At a journeyperson level of performance, all tasks must be done with minimal direction and supervision.

F-21.01 Installs equipment for geo-exchange and geothermal systems.

Essential Skills

Document Use, Thinking Skills, Numeracy

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

yes

yes

NV

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

F-21.01.01P

select equipment

equipment is selected according to load and demand, and type of geo-exchange and geothermal systems

F-21.01.02P

size equipment

geo-exchange and geothermal system is sized using approved methods and consulting engineered drawings, jurisdictional codes and specifications

F-21.01.03P

determine location and placement of equipment

location and placement of equipment is determined according to drawings

F-21.01.04P

select and use tools and equipment required for installation of geo-exchange and geothermal equipment

tools and equipment for the installation are selected based on type of system and size of piping

F-21.01.05P

install equipment supports, fasteners and components

equipment supports, fasteners and components are installed to required spacing, weight, vibration isolation, height and grade in order to accommodate operation of the system

F-21.01.06P

determine installation method

installation method used to set equipment in place is determined by size, weight and location of equipment

F-21.01.07P

set and secure equipment in place

geo-exchange and geothermal equipment is installed respecting the required clearances and limitations, and is aligned/orientated, leveled and anchored

Range of Variables

equipment includes: expansion joints, pumps, heat transfer equipment, heat exchangers, steam traps, tanks, valves, water treatment equipment

geo-exchange and geothermal systems include: domestic hot water heating, hydronic heating and cooling, radiant heating, compression cycle ground source heat pumps (GSHP,

air-to-air, water-to-air, water-to-water), open loop, closed loop, horizontal loop and vertical loop, direct exchange (DX) systems

sizing methods include: performing calculations, determining measurements, consulting manufacturer/supplier documentation

drawings include: engineered, mechanical, and architectural, and manufacturers’ installation instructions

tools and equipment include: hand tools, power tools and equipment, rigging and material handling equipment, threading machines, brazing, soldering and welding tools and equipment, fusion equipment

equipment supports include: stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds

equipment fasteners include: expansion type inserts, beam clamps, nuts, bolts, screws

components include: seismic restraints

installation methods include: manual, mechanical (cranes, chain falls, tuggers, rollers, come-alongs, cable grip hoists, hydraulic jacks)

Knowledge

Learning Outcomes

Learning Objectives

F-21.01.01K

demonstrate knowledge of geo-exchange and geothermal systems, their components, applications and operation

explain the applications and operation of geo-exchange and geothermal systems

interpret information pertaining to geothermal system equipment found on drawings and specifications

explain compression refrigeration components and cycle

F-21.01.02K

demonstrate knowledge of geo-exchange and geothermal equipment, their applications and operation

identify types of geo-exchange and geothermal equipment, and describe their characteristics and operation

identify geo-exchange and geothermal equipment supports and fasteners and describe their applications and procedures for use

identify geo-exchange and geothermal control components and describe their purpose and operation

identify sources of heat used in geo-exchange and geothermal systems

identify sources of cooling used in geo-exchange and geothermal systems

explain the principles of heat transfer

identify types of heat transfer equipment and describe their characteristics and operation

identify piping configurations for earth loops

identify purpose and functionality of reversing valve within heat pump

identify difference in operation of DX system

F-21.01.03K

demonstrate knowledge of the procedures used to install equipment for geo-exchange and geothermal systems

identify equipment , controls, supports and fasteners used in geo-exchange and geothermal systems, and describe their purpose and operation

describe the procedures used to install equipment for geo-exchange and geothermal systems, their controls, supports and fasteners

Range of Variables

geo-exchange and geothermal systems include: domestic hot water heating, hydronic heating and cooling, radiant heating, open loop, closed loop, horizontal loop, vertical loop

compression refrigeration components include: evaporators, compressors, condensers, metering devices, refrigerant controls, related piping

geo-exchange and geothermal equipment includes: expansion joints, pumps, heat transfer equipment, steam traps, tanks, valves, water treatment equipment

equipment supports include: expansion tanks, pumps, outdoor controllers, control valves

equipment fasteners include: expansion type inserts, beam clamps, nuts, bolts, screws

control components include: operating and temperature controls, safety controls

sources of heat include: deep earth, ground source

sources of cooling include: ground source, cooling towers, chillers, refrigeration, heat exchangers

principles of heat transfer include: radiation, conduction, convection

heat transfer equipment includes: radiators, convectors, pipe coils, horizontal and vertical unit heaters, radiant panels, heat exchangers

controls include: LWCO, operating pressure controls, high limit pressure controls, zone valves (motorized)

supports include: stands, hangers, plates, isolator pads, embeds

F-21.02 Installs piping for geo-exchange and geo-thermal systems.

Essential Skills

Document Use, Thinking Skills, Numeracy

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

yes

yes

NV

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

F-21.02.01P

select and size piping

type of pipe is selected based on system application and sized to ensure operation of system and flow requirements

F-21.02.02P

determine routing of piping

routing of piping is confirmed by referencing drawings, including grade, pitch, depth or modified to avoid obstructions and/or conflicts

F-21.02.03P

determine high points and low points for geo-exchange and geothermal equipment and components

high points and low points are identified

F-21.02.04P

select and use tools and equipment

tools and equipment for the installation are selected and based on type and size of piping

F-21.02.05P

determine joining method for piping system

joining method is determined by engineered drawings and specifications, type and size of pipe

F-21.02.06P

clean and prepare fittings and joints

use joining methods and ensure fit-up to avoid leaks

F-21.02.07P

calculate grade or pitch of piping

grade or pitch of piping is calculated in order to ensure system efficiency and functionality

F-21.02.08P

install piping supports

piping supports are installed to required spacing, height and grade in order to accommodate operation of the system

F-21.02.09P

assemble and install piping

piping is assembled and installed using joining methods and in a manner to allow for insulation of piping including sleeving and proper spacing, and making allowances for contraction and expansion

Range of Variables

piping includes: carbon steel, copper, HDPE, low density polyethylene (LDPE), medium density polyethylene (MDPE), PEX, PEX-AL-PEX, stainless steel

routing obstructions include: structural components (beams, walls), other mechanical and electrical systems

routing conflicts include: high and low points, clearances, protection from environmental damage (extreme heat or cold), protection from mechanical damage (overhead doors, forklifts, machinery)

high points include: air vents, valves, bleeders

low points include: drains

tools and equipment include: hand tools, power tools and equipment, lifting equipment, grooving machines, threading machines and welding equipment, pipe and tube bending equipment, crimping tools, expansion tools, fusion equipment

joining method includes: flanging, threading, grooving, crimping, welding, soldering, solvent cement and bonding, fusion, brazing, mechanical joints

piping supports include: rollers, hangers, clamps, brackets, stands, anchors, saddles, guides

allowances for contraction and expansion include: expansion joints, expansion loops, swing joints

Knowledge

Learning Outcomes

Learning Objectives

F-21.02.01K

demonstrate knowledge of geo-exchange and geothermal piping configurations, their applications and operation

explain the applications of geo-exchange and geothermal piping configurations

identify types of piping and piping components for geo-exchange and geothermal systems , and describe their purpose and operation

interpret information pertaining to geo-exchange and geothermal piping found on drawings and specifications

explain the effects of electrolysis when connecting dissimilar metals on geo-exchange and geothermal piping and components

explain the effects of expansion and contraction on piping in geo-exchange and geothermal systems

explain the effects of trapped air in geo-exchange and geothermal piping systems and describe the procedures to prevent it

identify the considerations for selecting piping system components for geo-exchange and geothermal systems

F-21.02.02K

demonstrate knowledge of the procedures used to install piping and piping components for geo-exchange and geothermal systems

describe the procedures used to install piping and components for geo-exchange and geothermal systems

describe the procedures used to protect and restrain geo-exchange and geothermal system piping and components

Range of Variables

piping configurations include: domestic hot water heating, hydronic heating and cooling, radiant heating, open loop, closed loop, horizontal loop, vertical loop

applications include: residential heating, ICI heating, process

piping includes: carbon steel, copper, HDPE, LDPE, MDPE, PEX, PEX-AL-PEX, stainless steel

piping components include: heat exchangers, pump trim, manual and automatic valves, expansion joints, strainers, check valves

selection considerations include: insulation requirements, type of supports, shoes and sleeves, expansion, contraction

protection includes: protection from mechanical damage, seismic activity, environmental conditions

F-21.03 Tests geo-exchange and geothermal systems.

Essential Skills

Document Use, Numeracy, Writing

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

yes

yes

NV

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

F-21.03.01P

perform a visual pre-check inspection of system to check for possible obstructions and deficiencies

punch list is completed to confirm components are installed

F-21.03.02P

determine type of test, testing equipment and components, and test parameters

type of test and the test parameters are determined to match system application and requirements according to engineered specifications

F-21.03.03P

determine test medium to be used for test, and the method of filling, draining or purging the system

medium to be used is determined based on type of test selected, and method of filling, draining or purging is determined by the medium

F-21.03.04P

assemble testing equipment and components

assembled testing equipment allows test to be completed

F-21.03.05P

lock out and tag out system

system components are locked and tagged out to prevent activation during testing

F-21.03.06P

install isolation components to protect sensitive equipment and ensure the system is in a zero energy state

isolation components are installed, sensitive equipment is protected from test pressures and confirmation of zero energy state is completed

F-21.03.07P

install testing equipment and components

testing equipment and components are connected following the test procedures

F-21.03.08P

perform test on system to verify the integrity of the system

test medium is introduced to the system and results of test are recorded for the purpose of obtaining sign-off once there are no defects

F-21.03.09P

remove test medium from system

test medium is removed and either recycled or disposed of depending on type of test medium

F-21.03.10P

remove lock-out and tag-out from components and piping system

locks and tags are removed

F-21.03.11P

reinstate system

isolation components and testing equipment are removed and original components are reinstalled

F-21.03.12P

complete documentation

required documents are completed, signed off by the appropriate parties and final copies distributed

Range of Variables

tests include: hydrostatic, pneumatic, NDE

testing equipment and components include:blind flanges, calibrated pressure gauges, test pumps, relief valves, isolation valves, recorders, testing trees/headers, regulators

test medium includes: water, air and inert gases

method of filling, draining or purging includes: using hand pumps, centrifugal pumps, compressors, compressed gas cylinders

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable

testing equipment and components includes: test tree and components, pressure gauge, pumps, compressors, test medium

appropriate parties include: QA/QC personnel, owner/operator, AHJ

Knowledge

Learning Outcomes

Learning Objectives

F-21.03.01K

demonstrate knowledge of testing equipment and components

identify types of testing equipment and components and describe their characteristics and applications

F-21.03.02K

demonstrate knowledge of system testing

identify types of tests and describe their applications

identify test medium used in testing of geo-exchange and geothermal systems, and describe their characteristics and applications

identify method of filling, draining or purging test medium

identify types of isolation components and describe their characteristics and applications

interpret information pertaining to geo-exchange and geothermal system testing found on drawings and specifications

explain the effect of elevation and temperature on pressure when testing geo-exchange and geothermal systems

explain the effects trapped air in a geo-exchange and geothermal system will have on testing and describe the procedures to prevent or correct it

F-21.03.03K

demonstrate knowledge of the procedures used to test geo-exchange and geothermal systems

describe the procedures used to perform system testing

describe the procedures used to remove test medium from system

describe the procedures used to reinstate system

identify hazards associated with heat transfer fluid

Range of Variables

testing equipment and components include: test tree and components, pressure gauge, pumps, compressors, test medium

tests include: hydrostatic, pneumatic, vacuum

test medium includes: water, water/glycol mix (appropriate for the piping), air, inert gases

method of filling, draining or purging includes: using hand pumps, centrifugal pumps, compressors, compressed gas cylinders

isolation components include: blind flanges, plugs and caps, temporary spool pieces

F-21.04 Maintains, troubleshoots and repairs geo-exchange and geothermal systems.

Essential Skills

Oral Communication, Thinking Skills, Document Use

NL

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NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

yes

yes

NV

yes

yes

yes

yes

yes

NV

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NV

Skills

Performance Criteria

Evidence of Attainment

F-21.04.01P

determine system issues that require investigation

system issues requiring investigation are determined by consulting with system owner/operator

F-21.04.02P

troubleshoot geo-exchange and geothermal systems to determine requirements for repair or replacement

perform testing and inspection of system to determine equipment or components in condition for repair or replacement

F-21.04.03P

lock out and tag out system

system is locked and tagged out to prevent activation during repair and maintenance

F-21.04.04P

install isolation components and ensure the system is in a zero energy state

isolation components are installed and confirmation of zero energy state is completed

F-21.04.05P

disassemble system, repair or replace the faulty equipment or components and reassemble the system

required equipment and components are removed, repaired or replaced and reassembled without damage to other components or the surrounding area

F-21.04.06P

check medium

medium quality is tested for hardness, acidity, dissolved gases and suspended particulates using a test kit including freeze protection limits (glycol)

F-21.04.07P

document the repairs

repairs are documented

F-21.04.08P

remove lock-out and tag-out from components and piping system

locks and tags are removed

F-21.04.09P

reinstate system

system is filled and pressurized, bled of air or contaminants, checked for leaks, locks removed and returned to normal operating condition

F-21.04.10P

follow a predetermined maintenance schedule and complete required documentation

maintenance is performed according to the predetermined schedule, equipment is free of contaminants and operating efficiently, and documentation is updated with the required information

Range of Variables

testing and inspection includes: sensory inspection (visual, auditory, smell, touch), diagnostic testing, monitor system operation

conditions for repair or replacement include: abnormal temperature, leaks, corrosion, control malfunction, vibration, irregular movement

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable

required documentation includes: lock-out and tag-out, maintenance log, quality control reports

equipment includes: expansion tanks, buffer tanks, glycol tanks, heat exchangers, circulating pumps, transfer pumps, holding tanks, isolators, relief valves, chemical feeders, isolation valves for equipment, backflow preventers, pressure reducing valves

Knowledge

Learning Outcomes

Learning Objectives

F-21.04.01K

demonstrate knowledge of testing equipment and components for troubleshooting geo-exchange and geothermal systems

identify types of testing equipment and components and describe their characteristics and applications

identify types of isolation components and describe their characteristics and applications

interpret information pertaining to geo-exchange and geothermal system troubleshooting, repair and maintenance found on drawings, specifications and equipment manuals

explain the effect of pressure on elevation when troubleshooting geo-exchange and geothermal systems

explain the effects trapped air in a geo-exchange and geothermal system will have on system operation and describe the procedures to prevent or correct it

F-21.04.02K

demonstrate knowledge of the procedures used to troubleshoot, repair and maintain geo-exchange and geothermal systems

describe the procedures used to troubleshoot geo-exchange and geothermal systems

describe the procedures used to repair geo-exchange and geothermal systems

describe the procedures used to maintain geo-exchange and geothermal systems

describe the procedures used to complete documentation following geo-exchange and geothermal systems repair or maintenance

Range of Variables

testing equipment and components include: multimeter, manometer, infrared thermometer, balancing equipment, chemical testing equipment

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

Task F‑22 Installs, tests, maintains, troubleshoots and repairs solar heating systems.

Task Descriptor

Solar heating systems harness energy from the sun and deliver it through means such as conduction, convection and radiation to its intended destination. It encompasses environmentally sound practices, technologies and methodologies to generate energy. These systems create heating, cooling and electricity. Steamfitters/Pipefitters install these systems in residential and ICI settings.

Steamfitters/Pipefitters are responsible for the installation and maintenance of piping, associated components and equipment for these systems. Maintenance is done on a regular schedule or on an emergency basis to ensure the integrity of the piping system. Steamfitters/Pipefitters are also responsible for diagnosing, locating and repairing or replacing equipment and material. Repairs are performed on an as-needed basis.

Industry Expected Performance

The task must be performed according to the applicable jurisdictional codes and standards. All health and safety standards must be respected. Work should be done efficiently and at a high quality without material waste or environmental damage. All requirements of the manufacturer, client specifications and the AHJ) must be met.

At a journeyperson level of performance, all tasks must be done with minimal direction and supervision.

F-22.01 Installs equipment for solar heating systems.

Essential Skills

Document Use, Thinking Skills, Numeracy

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

no

yes

yes

yes

NV

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

F-22.01.01P

select equipment

equipment is selected according to load and demand, and type of solar heating systems

F-22.01.02P

size equipment

solar heating system is sized using approved methods and consulting engineered drawings, jurisdictional codes and specifications

F-22.01.03P

determine location and placement of equipment

location and placement of equipment is determined according to drawings

F-22.01.04P

select and use installation tools and equipment required for installation of solar equipment

tools and equipment for the installation are selected based on type of system and size of piping

F-22.01.05P

install equipment supports, fasteners and components

equipment supports, fasteners and components are installed to required spacing, weight, vibration isolation, height and grade in order to accommodate operation of the system

F-22.01.06P

determine installation method

installation method used to set equipment in place is determined by size, weight and location of equipment

F-22.01.07P

set and secure equipment in place

solar heating equipment is installed respecting the required clearances and limitations, and is aligned/orientated, leveled and anchored

Range of Variables

equipment includes: solar collectors (flat plate, evacuated tube), indirect water heaters, heat dissipaters, controls, expansion joints, pumps, heat transfer equipment, tanks, valves, water treatment equipment

solar heating systems include: domestic water heating, space heating, direct and indirect systems, closed loop systems

sizing methods include: performing calculations, determining measurements, consulting manufacturer/supplier documentation

drawings include: engineered, mechanical, architectural, and manufacturers’ installation instructions

installation tools and equipment include: hand tools, power tools and equipment, rigging and material handling equipment, threading machines, brazing, soldering and welding tools and equipment

equipment supports include: stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds

equipment fasteners include: expansion type inserts, beam clamps, nuts, bolts, screws

components include: seismic restraints

installation methods include: manual, mechanical (cranes, chain falls, tuggers, rollers, come‑alongs, cable grip hoists, hydraulic jacks)

Knowledge

Learning Outcomes

Learning Objectives

F-22.01.01K

demonstrate knowledge of solar heating systems , their components, applications and operation

explain the applications and operation of solar heating systems

interpret information pertaining to solar system equipment found on drawings and specifications

F-22.01.02K

demonstrate knowledge of solar equipment, their applications and operation

identify types of solar equipment, and describe their characteristics and operation

identify solar equipment supports and fasteners and describe their applications and procedures for use

identify solar control components and describe their purpose and operation

identify sources of heat used in solar heating systems

explain the principles of heat transfer

identify types of heat transfer equipment and describe their characteristics and operation

F-22.01.03K

demonstrate knowledge of the procedures used to install equipment for solar heating systems

identify equipment, controls, supports and fasteners used in solar heating systems, and describe their purpose and operation

describe the procedures used to install equipment for solar heating systems, their controls, supports and fasteners

Range of Variables

solar heating systems include: domestic water heating, space heating, direct and indirect systems, closed loop systems

equipment includes: solar collectors (flat plate, evacuated tube), indirect water heaters, heat dissipaters, controls expansion joints, pumps, heat transfer equipment, tanks, valves, water treatment equipment

equipment supports include: expansion tanks, pumps, collector rackings, outdoor controllers, control valves

equipment fasteners include: expansion type inserts, beam clamps, nuts, bolts, screws

solar control components include: operating and temperature controls, safety controls

sources of heat include: solar radiation

principles of heat transfer include: radiation, conduction, convection

heat transfer equipment includes: radiators, convectors, pipe coils, horizontal and vertical unit heaters, radiant panels, solar collectors (flat plate, evacuated tube), water heaters, heat dissipaters, heat exchangers

controls include: differential temperature controllers, flow switches, motorized zone valves, sensors

supports include: stands, hangers, plates, isolator pads, embeds

fasteners include: expansion type inserts, beam clamps, nuts, bolts, screws

F-22.02 Installs piping for solar heating systems.

Essential Skills

Document Use, Thinking Skills, Numeracy

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

no

yes

yes

yes

NV

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

F-22.02.01P

select and size piping

type of pipe is selected based on system application and sized to ensure operation of system and flow requirements

F-22.02.02P

determine routing of piping

routing of piping is confirmed by referencing drawings, including grade, pitch or modified to avoid obstructions and/or conflicts

F-22.02.03P

determine high points and low points for solar equipment and components

high points and low points are identified

F-22.02.04P

select and use tools and equipment

tools and equipment for the installation are selected based on type and size of piping

F-22.02.05P

determine joining method for piping system

joining method is determined by engineered drawings and specifications, type and size of pipe

F-22.02.06P

clean and prepare fittings and joints

use joining method and ensure fit-up to avoid leaks

F-22.02.07P

calculate grade or pitch of piping

grade or pitch of piping is calculated in order to ensure system efficiency and functionality

F-22.02.08P

install piping supports

piping supports are installed to required spacing, height and grade in order to accommodate operation of the system

F-22.02.09P

assemble and install piping

piping is assembled and installed using joining methods and in a manner to allow for insulation of piping including sleeving and proper spacing, and making allowances for contraction and expansion

Range of Variables

piping includes: carbon steel, copper, HDPE, LDPE, MDPE, PEX, PEX-AL-PEX, stainless steel

routing obstructions include: structural components (beams, walls), other mechanical and electrical systems

routing conflicts include: high and low points, clearances, protection from environmental damage (extreme heat or cold), protection from mechanical damage (overhead doors, forklifts, machinery)

high points include: air vents, valves and bleeders

low points include: drains

tools and equipment include: hand tools, power tools and equipment, lifting equipment, grooving machines, threading machines, welding equipment, pipe and tube bending equipment

joining methods include: flanging, threading, grooving, crimping, welding, soldering, brazing, mechanical joints

piping supports include: rollers, hangers, clamps, brackets, stands, anchors, guides

allowances for contraction and expansion include: expansion joints, expansion loops, swing joints

Knowledge

Learning Outcomes

Learning Objectives

F-22.02.01K

demonstrate knowledge of solar piping configurations, their applications and operation

explain the applications of solar piping configurations

identify types of piping and piping components for solar heating systems, and describe their purpose and operation

interpret information pertaining to solar piping found on drawings and specifications

explain the effects of electrolysis when connecting dissimilar metals on solar piping and components

explain the effects of expansion and contraction on piping in solar heating systems

explain the effects of trapped air in solar piping systems and describe the procedures to prevent it

identify the considerations for selecting piping system components for solar heating systems

identify systems that require pitch

F-22.02.02K

demonstrate knowledge of the procedures used to install piping and components for solar heating systems

describe the procedures used to install piping and components for solar heating systems

describe the procedures used to protect and restrain solar heating system piping and components

Range of Variables

piping configurations include: domestic hot water heating, hydronic heating and cooling, radiant heating, open loop, closed loop, horizontal loop, vertical loop

applications include: residential heating, ICI heating, process

piping includes: carbon steel, copper, HDPE, LDPE, MDPE, PEX, PEX-AL-PEX, stainless steel

piping components include: heat exchangers, pump trim, manual and automatic valves, expansion joints, flexible connectors, strainers, check valves

selection considerations include: insulation requirements, type of supports, shoes and sleeves, expansion, contraction

protection includes: protection from mechanical damage, seismic activity, environmental conditions

F-22.03 Tests solar heating systems.

Essential Skills

Document Use, Numeracy, Writing

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

no

yes

yes

yes

NV

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

F-22.03.01P

perform a visual pre-check inspection of system to check for possible obstructions and deficiencies

punch list is completed to confirm components are installed

F-22.03.02P

determine type of test, testing equipment and components, and test parameters

type of test and the test parameters are determined to match system application and requirements according to engineered specifications

F-22.03.03P

determine test medium to be used for test, and the method of filling, draining or purging the system

medium to be used is determined based on type of test selected, and method of filling, draining or purging is determined by the medium

F-22.03.04P

lock out and tag out system

system components are locked and tagged out to prevent activation during testing

F-22.03.05P

assemble testing equipment and components

assembled testing equipment allows the test to be completed

F-22.03.06P

install isolation components to protect sensitive equipment and ensure the system is in a zero energy state

isolation components are installed, sensitive equipment is protected from test pressures and confirmation of zero energy state is completed

F-22.03.07P

install testing equipment and components

testing equipment and components are connected following the test procedures

F-22.03.08P

perform test on system to verify the integrity of the system

test medium is introduced to the system and results of test are recorded for the purpose of obtaining sign-off once there are no defects

F-22.03.09P

remove test medium from system

test medium is removed and either recycled or disposed of depending on type of test medium

F-22.03.10P

remove lock-out and tag-out from components and piping system

locks and tags are removed

F-22.03.11P

reinstate system

isolation components and testing equipment are removed and original components are reinstalled

F-22.03.12P

complete documentation

required documents are completed, signed off by the appropriate parties and final copies distributed

Range of Variables

tests include: hydrostatic, pneumatic, NDE, vacuum

testing equipment and components include:blind flanges, calibrated pressure gauges, test pumps, relief valves, gate valves, recorders, testing trees/headers, regulators

test medium includes: water, air, inert gases

method of filling, draining or purging includes: using hand pumps, centrifugal pumps, compressors, compressed gas cylinders

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable

testing equipment and components include: test tree and components, pressure gauges, pumps, compressors, test medium

appropriate parties include: QA/QC personnel, owner/operator, AHJ

Knowledge

Learning Outcomes

Learning Objectives

F-22.03.01K

demonstrate knowledge of testing equipment and components

identify types of testing equipment and components and describe their characteristics and applications

F-22.03.02K

demonstrate knowledge of system testing

identify types of tests and describe their applications

identify test medium used in testing of solar heating systems, and describe their characteristics and applications

identify method of filling, draining or purging test medium

identify types of isolation components and describe their characteristics and applications

interpret information pertaining to solar heating system testing found on drawings and specifications

explain the effect of elevation and temperature on pressure when testing solar heating systems

explain the effects trapped air in a solar heating system will have on testing and describe the procedures to prevent or correct it

identify hazards related to heat transfer fluid

F-22.03.03K

demonstrate knowledge of the procedures used to test solar heating systems

describe the procedures used to perform system testing

describe the procedures used to remove test medium from system

describe the procedures used to reinstate system

identify codes and standards

Range of Variables

testing equipment and components include: test tree and components, pressure gauges, pumps, compressors, test medium

tests include: hydrostatic, pneumatic, vacuum

test medium includes: water, water/glycol mix, air, inert gases

method of filling, draining or purging includes: using hand pump, centrifugal pump, compressors, compressed gas cylinders

isolation components include: blind flanges, plugs and caps, temporary spool pieces

F-22.04 Maintains, troubleshoots and repairs solar heating systems.

Essential Skills

Oral Communication, Thinking Skills, Document Use

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NS

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ON

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AB

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no

yes

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yes

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yes

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Skills

Performance Criteria

Evidence of Attainment

F-22.04.01P

determine system issues that require investigation

system issues requiring investigation are determined by consulting with system owner/operator

F-22.04.02P

troubleshoot solar heating systems to determine requirements for repair or replacement

perform testing and inspection of system to determine equipment or components in condition for repair or replacement

F-22.04.03P

lock out and tag out system

system is locked and tagged out to prevent activation during repair and maintenance

F-22.04.04P

install isolation components and ensure the system is in a zero energy state

isolation components are installed and confirmation of zero energy state is completed

F-22.04.05P

disassemble system, repair or replace the faulty equipment or components and reassemble the system

required equipment and components are removed, repaired or replaced and reassembled without damage to other components or the surrounding area

F-22.04.06P

check medium

medium quality is tested for hardness, acidity, dissolved gases and suspended particulates using a test kit including freeze protection limits (glycol)

F-22.04.07P

document the repairs

repairs are documented

F-22.04.08P

remove lock-out and tag-out from components and piping system

locks and tags are removed

F-22.04.09P

reinstate system

system is filled and pressurized, bled of air or contaminants, checked for leaks, locks removed and returned to normal operating condition

F-22.04.10P

follow a predetermined maintenance schedule and complete required documentation

maintenance is performed according to the predetermined schedule, equipment is free of contaminants and operating efficiently, and documentation is updated with the required information

Range of Variables

testing and inspection includes: sensory inspection (visual, auditory, smell, touch), diagnostic testing, monitor system operation

conditions for repair or replacement include: abnormal temperature, leaks, corrosion, control malfunction, vibration, irregular movement

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable

required documentation includes: lock-out and tag- out, maintenance log, quality control reports

equipment includes: expansion tanks, buffer tanks, glycol tanks, heat exchangers, circulating pumps, transfer pumps, holding tank, isolators, relief valves, chemical feeders, isolation valves for equipment, backflow preventers, pressure reducing valves

Knowledge

Learning Outcomes

Learning Objectives

F-22.04.01K

demonstrate knowledge of diagnostic and testing equipment for troubleshooting solar heating systems

identify types of testing equipment and components and describe their characteristics and applications

identify types of isolation components and describe their characteristics and applications

interpret information pertaining to solar heating systems system troubleshooting, repair and maintenance found on drawings, specifications and equipment manuals

explain the effect of pressure on elevation when troubleshooting solar heating systems

explain the effects trapped air in a solar heating system will have on system operation and describe the procedures to prevent or correct it

F-22.04.02K

demonstrate knowledge of the procedures used to troubleshoot, repair and maintain solar heating systems

describe the procedures used to troubleshoot solar heating systems

describe the procedures used to repair solar heating systems

describe the procedures used to maintain solar heating systems

describe the procedures used to complete documentation following solar heating system repair or maintenance

Range of Variables

testing equipment and components include: multimeter, manometer, infrared thermometer, balancing equipment, chemical testing equipment

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

Task F‑23 Installs, tests, maintains,troubleshoots and repairs heat recovery systems.

Task Descriptor

Heat recovery systems transfer heat from various sources of heat such as gland seals, refrigerant gas, exhaust steam, flash steam, waste water, cooling water and heat recovery ventilators. Steamfitter/pipefitters install, test, maintain, troubleshoot and repair heat recovery systems.

Steamfitters/Pipefitters are responsible for the installation and maintenance of piping, associated components and equipment for these systems. Maintenance is done on a regular schedule or on an emergency basis to ensure the integrity of the piping system. Steamfitters/Pipefitters are also responsible for diagnosing, locating and repairing or replacing equipment and material. Repairs are performed on an as-needed basis.

Industry Expected Performance

The task must be performed according to the applicable jurisdictional codes and standards. All health and safety standards must be respected. Work should be done efficiently and at a high quality without material waste or environmental damage. All requirements of the manufacturer, client specifications and the AHJ must be met.

At a journeyperson level of performance, all tasks must be done with minimal direction and supervision.

F-23.01 Installs equipment for heat recovery systems.

Essential Skills

Document Use, Thinking Skills, Numeracy

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Skills

Performance Criteria

Evidence of Attainment

F-23.01.01P

select equipment

equipment is selected according to load and demand, and type of heat recovery systems

F-23.01.02P

size equipment

heat recovery system is sized using approved methods and consulting engineered drawings, jurisdictional codes and specifications

F-23.01.03P

determine location and placement of equipment

location and placement of equipment is determined according to drawings

F-23.01.04P

select and use tools and equipment required for installation of heat recovery equipment

tools and equipment for the installation are selected based on type of system and size of piping

F-23.01.05P

install equipment supports, fasteners and components

equipment supports, fasteners and components are installed to required spacing, weight, vibration isolation, height and grade in order to accommodate operation of the system

F-23.01.06P

determine installation method

installation method used to set equipment in place is determined by size, weight and location of equipment

F-23.01.07P

set and secure equipment in place

heat recovery equipment is installed respecting the required clearances and limitations, and is aligned/orientated, leveled and anchored

Range of Variables

equipment includes: pumps, heat transfer equipment,

heat recovery systems include: domestic and process water heating, space heating and cooling

sizing methods include: performing calculations, determining measurements, consulting manufacturer/supplier documentation

drawings include: engineered, mechanical, architectural, structural, manufacturers’ installation instructions

tools and equipment include: hand tools, power tools and equipment, rigging and material handling equipment, threading machines, brazing, soldering and welding tools and equipment

equipment supports include: stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds

equipment fasteners include: expansion type inserts, beam clamps, nuts, bolts, screws

components include: seismic restraints

installation methods include: manual, mechanical (cranes, chain falls, tuggers, rollers, come‑alongs, cable grip hoists, hydraulic jacks)

Knowledge

Learning Outcomes

Learning Objectives

F-23.01.01K

demonstrate knowledge of heat recovery systems, their components, applications and operation

explain the applications and operation of heat recovery systems

interpret information pertaining to heat recovery system equipment found on drawings and specifications

F-23.01.02K

demonstrate knowledge of heat recovery equipment, their applications and operation

identify types of heat recovery equipment, and describe their characteristics and operation

identify heat recovery equipment supports and fasteners and describe their applications and procedures for use

identify heat recovery control components and describe their purpose and operation

identify sources of heat used in heat recovery systems

explain the principles of heat transfer

identify types of heat transfer equipment and describe their characteristics and operation

F-23.01.03K

demonstrate knowledge of the procedures used to install equipment for heat recovery systems

identify equipment, controls, supports and fasteners used in heat recovery systems, and describe their purpose and operation

describe the procedures used to install equipment for heat recovery systems, their controls, supports and fasteners

Range of Variables

heat recovery systems include:domestic and process water heating, space heating and cooling

equipment includes: expansion joints, pumps, heat transfer equipment (rooftop units), heat exchangers, tanks, valves, water treatment equipment

equipment supports include: stands, hangers, plates, housekeeping pads, isolator pads, concrete embeds

equipment fasteners include: expansion type inserts, beam clamps, nuts, bolts, screws

control components include: operating and temperature controls, safety controls

sources of heat include: gland seals, refrigerant gases, exhaust steam, flash steam, waste water, cooling water, heat recovery ventilators (HRV) (pre‑heat coils, exhaust steam coils)

principles of heat transfer include: radiation, conduction, convection

heat transfer equipment includes: radiators, convectors, pipe coils, horizontal and vertical unit heaters, radiant panels, heat exchangers

controls include: differential temperature controllers, flow switches, motorized zone valves, sensors

F-23.02 Installs piping for heat recovery systems.

Essential Skills

Document Use, Thinking Skills, Numeracy

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NS

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QC

ON

MB

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AB

BC

NT

YT

NU

yes

yes

yes

yes

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yes

yes

yes

yes

yes

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NV

Skills

Performance Criteria

Evidence of Attainment

F-23.02.01P

select and size piping

type of pipe is selected based on system application and sized to ensure operation of system and flow requirements

F-23.02.02P

determine routing of piping

routing of piping is confirmed by referencing drawings, including grade or pitch, depth or modified to avoid obstructions and/or conflicts

F-23.02.03P

determine high points and low points for heat recovery equipment and components

high points and low points are identified

F-23.02.04P

select and use tools and equipment

tools and equipment for the installation are selected and based on type and size of piping

F-23.02.05P

determine joining method for piping system

joining method is determined by engineered drawings and specifications, type and size of pipe

F-23.02.06P

clean and prepare fittings and joints

use joining methods and ensure fit-up to avoid leaks

F-23.02.07P

calculate grade or pitch of piping

grade or pitch of piping is calculated in order to ensure system efficiency and functionality

F-23.02.08P

install piping supports

piping supports are installed to required spacing, height and grade in order to accommodate operation of the system

F-23.02.09P

assemble and install piping

piping is assembled and installed using joining methods and in a manner to allow for insulation of piping including sleeving and proper spacing, and making allowances for contraction and expansion

Range of Variables

piping include: carbon steel, copper, HDPE, LDPE, MDPE, PEX, PEX-AL-PEX, stainless steel

routing obstructions include: structural components (beams, walls), other mechanical and electrical systems

routing conflicts include: high and low points, clearances, protection from environmental damage (extreme heat or cold), protection from mechanical damage (overhead doors, forklifts, machinery)

high points include: air vents, valves, bleeders

low points include: drains

tools and equipment include: hand tools, power tools and equipment, lifting equipment, grooving machines, threading machines, welding equipment, pipe and tube bending equipment

joining methods include: flanging, threading, grooving, crimping, grooving, crimping, welding, soldering, solvent cement, fusion, brazing, mechanical joints

piping supports include: rollers, hangers, clamps, brackets, stands, anchors, guides

allowances for contraction and expansion include: expansion joints, expansion loops, swing joints

Knowledge

Learning Outcomes

Learning Objectives

F-23.02.01K

demonstrate knowledge of heat recovery piping configurations, their applications and operation

explain the applications of heat recovery piping configurations

identify types of piping and piping components for heat recovery systems, and describe their purpose and operation

interpret information pertaining to heat recovery piping found on drawings and specifications

explain the effects of electrolysis when connecting dissimilar metals on heat recovery piping and components

explain the effects of expansion and contraction on piping in heat recovery systems

explain the effects of trapped air in heat recovery piping systems and describe the procedures to prevent it

identify the considerations for selecting piping system components for heat recovery systems

calculate pitch or grade in order to ensure system efficiency and functionality

F-23.02.02K

demonstrate knowledge of the procedures used to install piping and components for heat recovery systems

describe the procedures used to install piping and components for heat recovery systems

describe the procedures used to protect and restrain heat recovery system piping and components

Range of Variables

heat recovery piping configurations include: open loop, closed loop

applications include: residential heating, ICI heating, process

piping includes: carbon steel, copper, HDPE, LDPE, MDPE, PEX, PEX-AL-PEX, stainless steel

piping components include: heat exchangers, pump trim, manual and automatic valves, expansion joints, flexible connectors, strainers, check valves

considerations include: insulation requirements, type of supports, shoes and sleeves, expansion, contraction

protection includes: protection from mechanical damage, seismic activity, environmental conditions

F-23.03 Tests heat recovery systems.

Essential Skills

Document Use, Numeracy, Writing

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Skills

Performance Criteria

Evidence of Attainment

F-23.03.01P

perform a visual pre-check inspection of system to check for possible obstructions and deficiencies

punch list is completed to confirm components are installed

F-23.03.02P

determine type of test, testing equipment and components, and test parameters

type of test and the test parameters are determined to match system application and requirements according to engineered specifications

F-23.03.03P

determine test medium to be used for test, and the method of filling, draining or purging the system

test medium to be used is determined based on type of test selected, and method of filling, draining or purging is determined by the medium

F-23.03.04P

assemble testing equipment and components

assembled testing equipment allows the test to be completed

F-23.03.05P

lock out and tag out system

system components are locked and tagged out to prevent activation during testing

F-23.03.06P

install isolation components to protect sensitive equipment and ensure the system is in a zero energy state

isolation components are installed, sensitive equipment is protected from test pressures and confirmation of zero energy state is completed

F-23.03.07P

install testing equipment and components

testing equipment and components are connected following the test procedures

F-23.03.08P

perform test on system to verify the integrity of the system

test medium is introduced to the system and results of test are recorded for the purpose of obtaining sign-off once there are no defects

F-23.03.09P

remove test medium from system

test medium is removed and either recycled or disposed of depending on type of test medium

F-23.03.10P

remove lock-out and tag-out from components and piping system

locks and tags are removed

F-23.03.11P

reinstate system

isolation components and testing equipment are removed and original components are reinstalled (may or may not include filling)

F-23.03.12P

complete documentation

required documents are completed, signed off by the appropriate parties and final copies distributed

Range of Variables

tests include: hydrostatic, pneumatic, NDE, vacuum

testing equipment and components include:blind flanges, calibrated pressure gauges, test pumps, relief valves, gate valves, recorders, testing trees/headers, regulators

test medium includes: water, air, inert gases

method of filling, draining or purging includes: using hand pumps, centrifugal pumps, compressors, compressed gas cylinders

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable

testing equipment and components includes: test tree and components, pressure gauges, pumps, compressors, test medium

appropriate parties include: QA/QC personnel, owner/operator, AHJ

Knowledge

Learning Outcomes

Learning Objectives

F-23.03.01K

demonstrate knowledge of testing equipment and components

identify types of testing equipment and components and describe their characteristics and applications

F-23.03.02K

demonstrate knowledge of system testing

identify types of tests and describe their applications

identify test medium used in testing of heat recovery systems, and describe their characteristics and applications

identify method of filling, draining or purging test medium

identify types of isolation components and describe their characteristics and applications

interpret information pertaining to heat recovery system testing found on drawings and specifications

explain the effect of elevation and temperature on pressure when testing heat recovery systems

explain the effects trapped air in a heat recovery system will have on testing and describe the procedures to prevent or correct it

F-23.03.03K

demonstrate knowledge of the procedures used to test heat recovery systems

describe the procedures used to perform system testing

describe the procedures used to remove test medium from system

describe the procedures used to reinstate system

Range of Variables

testing equipment and components include: test tree and components, pressure gauges, pumps, compressors, test medium

tests include: hydrostatic, pneumatic, vacuum

test medium includes: water, water/glycol mix, air, inert gases

method of filling, draining or purging includes: using hand pumps, centrifugal pumps, compressors, compressed gas cylinders

isolation components include: blind flanges, plugs and caps, temporary spool pieces

F-23.04 Maintains, troubleshoots and repairs heat recovery systems.

Essential Skills

Oral Communication, Thinking Skills, Document Use

NL

NS

PE

NB

QC

ON

MB

SK

AB

BC

NT

YT

NU

yes

yes

yes

yes

NV

yes

yes

yes

yes

yes

NV

NV

NV

Skills

Performance Criteria

Evidence of Attainment

F-23.04.01P

determine system issues that require investigation

system issues requiring investigation are determined by consulting with system owner/operator

F-23.04.02P

troubleshoot heat recovery systems to determine requirements for repair or replacement

perform testing and inspection of system to determine equipment or components in condition for repair or replacement

F-23.04.03P

lock out and tag out system

system is locked and tagged out to prevent activation during repair and maintenance

F-23.04.04P

install isolation components and ensure the system is in a zero energy state

isolation components are installed and confirmation of zero energy state is completed

F-23.04.05P

disassemble system, repair or replace the faulty equipment or components and reassemble the system

required equipment and components are removed, repaired or replaced and reassembled without damage to other components or the surrounding area

F-23.04.06P

check medium

medium quality is tested for hardness, acidity, dissolved gases and suspended particulates using a test kit including freeze protection limits (glycol)

F-23.04.07P

document the repairs

repairs are documented

F-23.04.08P

remove lock-out and tag-out from components and piping system

locks and tags are removed

F-23.04.09P

reinstate system to operating condition after completing maintenance procedures

system is filled and pressurized, bled of air or contaminants, checked for leaks, locks removed and returned to normal operating condition

F-23.04.10P

follow a predetermined maintenance schedule and complete required documentation

maintenance is performed according to the predetermined schedule, equipment is free of contaminants and operating efficiently, and documentation is updated with the required information

Range of Variables

testing and inspection includes: sensory inspection (visual, auditory, touch), diagnostic testing, monitor system operation

conditions for repair or replacement include: abnormal temperature, leaks, corrosion, control malfunction, vibration, irregular movement

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

confirmation of zero energy state includes: ensuring necessary valves and drains are open and clear, pressure gauges identify zero energy, equipment is inoperable

required documentation includes: lock-out and tag-out, maintenance log, quality control reports

equipment includes: boilers, expansion tanks, buffer tanks, glycol tanks, heat exchangers, circulating pumps, transfer pumps, holding tanks, isolators, relief valves, chemical feeders, isolation valves for equipment, backflow preventers, pressure reducing valves

Knowledge

Learning Outcomes

Learning Objectives

F-23.04.01K

demonstrate knowledge of testing equipment and components for troubleshooting heat recovery systems

identify types of testing equipment and components and describe their characteristics and applications

identify types of isolation components and describe their characteristics and applications

interpret information pertaining to heat recovery system troubleshooting, repair and maintenance found on drawings, specifications and equipment manuals

explain the effect of pressure on elevation when troubleshooting heat recovery systems

explain the effects trapped air in a heat recovery system will have on system operation and describe the procedures to prevent or correct it

F-23.04.02K

demonstrate knowledge of the procedures used to troubleshoot, repair and maintain heat recovery systems

describe the procedures used to troubleshoot heat recovery systems

describe the procedures used to repair heat recovery systems

describe the procedures used to maintain heat recovery systems

describe the procedures used to complete documentation following heat recovery systems system repair or maintenance

Range of Variables

testing equipment and components include: multimeter, manometer, infrared thermometer, balancing equipment, chemical testing equipment

isolation components include: spectacle blinds, spades, plugs and caps, temporary spool pieces

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