Major Work Activity F – Installs, Tests And Services Low Pressure Steam And Hydronic Heating And Cooling Systems

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identify load requirements

load requirements are identified according to system being used, heat transfer calculations, drawings and specifications

select required steam generator

required steam generator is selected for load according to AHJ

determine pipe size according to load and distribution requirements

pipe size is determined according to load and distribution requirements

select and position components

components are selected and positioned according to system requirements, specifications and AHJ

select and position expansion joints

expansion joints are selected and positioned according to system requirements, specifications and AHJ

demonstrate knowledge of sizing pipe and components for low pressure steam systems

interpret drawings and specifications

interpret codes and regulations related to low pressure steam systems

perform heat transfer calculations to determine loads

identify the type of pipe and components required

determine where provisions for expansion are required

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fit piping, components and accessories required together

piping, components and accessories are fitted according to drawings, codes, AHJ and specifications

determine routing

routing is determined according to drawings, specifications, site conditions, and equipment and component location

select and use tools and equipment

tools and equipment are selected and used according to applications

assist in setting up welding equipment

welding equipment is set up according to AHJ

install piping

piping is installed plumb, level, straight or graded according to system design

locate and install drip legs

drip legs are located and installed according to system design

determine when a condensate pump is required

condensate pump is installed according to drawings and specifications

select and install steam traps

steam traps are selected and installed to ensure optimum operation of steam system and according to drawings and specifications

install anchors, guides and expansion joints

anchors, guides and expansion joints are installed to control movement of pipe

label and stencil pipe

pipe is labeled and stenciled for pipe identification

verify operation of system

system is verified to be operating according to system design

record and transfer heat numbers

heat numbers labelled on the pipe are recorded and transferred

demonstrate knowledge of installing pipe and components for low pressure steam systems

identify the pipe and joining methods for low pressure steam systems

interpret drawings and determine the path for piping providing allowance for interferences, grade, insulation and fire stopping

perform linear expansion calculations

describe the purpose and procedure for documenting pipe heat numbers according to AHJ and quality control procedures

demonstrate knowledge of the principles of low pressure steam system operation

identify why steam traps, drip legs and condensate pumps are required

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use testing equipment

testing equipment is used to detect faults and to confirm operation

perform sensory inspection

sensory inspection is performed to detect problems

perform pressure test

pressure test is performed according to AHJ

perform test on piping and components for low pressure steam systems

piping and components are tested according to specifications and AHJ

demonstrate knowledge of testing piping and components for low pressure steam systems

identify types of piping and components and describe their characteristics and applications

identify inspection requirements for low pressure steam piping and components in order to meet design specifications

demonstrate knowledge of the principles of low pressure steam system operation

identify procedure for monitoring the system for performance deficiencies

demonstrate knowledge of procedures used for testing piping and components for low pressure steam systems

describe the procedures used to test piping and components

identify testing equipment for piping and components

identify potential problems and faults with piping and components

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select and use tools and equipment

tools and equipment are selected and used according to applications

perform scheduled maintenance of systems

scheduled service of system is performed according to manufacturers’ specifications

verify operation of piping and components

operation of piping and components is verified according to system design

inspect piping and components

piping and components are inspected for conditions requiring service

determine whether components require replacement or repair

components are determined to be in need of repair or replacement according to industry standard

notify system owner of need to isolate

owner is notified and isolation is executed

clean components

components are cleaned to prolong life of system and maintain adequate flow

replace components

components are replaced according to manufacturers’ specifications

repair components

components are repaired according to manufacturers’ specifications

inspect water quality

water is treated according to system requirements

complete required documentation

documentation is completed according to AHJ and company policies

return system to service and verify system operation

system is returned to service and system operation is verified according to system design

demonstrate knowledge of low pressure steam system operation

identify system conditions requiring service

identify strategy for isolation

demonstrate knowledge of servicing piping and components for low pressure steam systems

describe procedures used to diagnose problems with piping and components

interpret drawings, specifications and equipment manuals required for system service

identify the tools and equipment used to service the system

describe procedures for lock-out and tag-out of low pressure steam systems

describe procedures for disassembly of the problem area of the system, for repair or replacement of the faulty components and for reassembly of the system

describe procedures for reinstating system to operating condition and verifying repair

demonstrate knowledge of documenting the service for the low pressure steam system

describe program of scheduled service

identify required documentation pertaining to servicing low pressure steam systems

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perform room-by-room heat loss and gain calculation

heat loss and gain calculations are performed as required by AHJ and system design

identify load requirements

load requirements are identified according to designs, drawings, building requirements and specifications

determine pipe type and size

pipe type and size are determined according to friction loss, load and distribution requirements

determine circulators required

circulators required are determined according to drawings, design and specifications

calculate provision for expansion and apply to selection and sizing of expansion device

expansion device is selected and sized with consideration for expansion calculations

calculate requirements for circuit balancing valves

circuit balancing valves meets system requirements and calculations

ensure piping design allows compatibility between multiple heating and cooling generating systems

piping design allows compatibility between multiple heating and cooling generating systems

demonstrate knowledge of fluid fundamental

explain volumetric coefficient differences between various fluids

calculate linear and volumetric expansion

describe the effects of viscosity for various fluids through temperature range

describe the difference between laminar and turbulent flow

describe how velocity affects flow characteristics

demonstrate knowledge of factors that impact the design

identify zoning strategies and how they impact piping

explain the point of no pressure change and the importance of its location within the piping system

identify how piping design strategies affects pipe sizing

demonstrate knowledge of sizing pipe and components for hydronic systems

define terminology associated with hydronic systems

interpret codes and regulations pertaining to hydronic systems

interpret information found on drawings and specifications

perform heat loss calculations

describe procedures for sizing heat transfer units

describe procedures for selecting and sizing auxiliary equipment

identify heat transfer units and describe their characteristics and operation

identify fluids used in hydronic systems and describe their characteristics and applications

identify additives used in hydronic systems and describe their purpose and applications

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determine routing of hydronic system piping and components

routing is determined by drawings, specifications, site conditions and equipment location

determine high points and low points for hydronic piping and components

high points and low points are identified

select and use tools and equipment

tools and equipment are selected and used according to applications

install system piping and components

piping and components are installed plumb, level, straight or graded

assemble and install piping and components

piping and components are assembled and installed using joining methods and in a manner to allow for insulation of piping including sleeving and proper spacing

install provisions for expansion, contraction and vibration

expansion, contraction and vibration provisions are installed according to specifications

install heat transfer units with relevant trim

heat transfer units are installed according to drawings, manufacturers’ specifications and system requirements

install air removal devices

air removal devices are installed according to system requirements

label and stencil pipe for pipe identification

pipes are identified for the purpose and content

ensure requirements for isolation and removal of components are installed

requirements for isolation and removal of components are provided to facilitate servicing according to AHJ

install provisions for draining of the system

provisions are installed so that system can be drained for service

demonstrate knowledge of installing piping and components for hydronic systems

define terminology associated with hydronic systems

interpret codes and regulations pertaining to hydronic systems

interpret information pertaining to hydronic systems found on drawings and specifications

describe the effects of trapped air in hydronic systems

identify control strategies for hydronic systems

identify tools and equipment relating to hydronic systems and describe their applications and procedures for use

identify types of hydronic systems and describe their characteristics and operation

identify hydronic system components and describe their purpose and operation

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

describe procedure to add fluids used in hydronic systems

describe procedure to add additives used in hydronic systems

describe the procedures used to install piping and components for hydronic systems

describe the procedures used to protect hydronic system piping and components

describe the types of auxiliary equipment used with hydronic systems

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perform a visual pre-check inspection

visual pre-check inspection is completed to confirm state of components and that they are installed

determine type of test and appropriate equipment required

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

perform sensory inspection

sensory inspection is performed to detect problems

install isolation components or remove sensitive equipment

isolation components are installed and sensitive equipment or removed from test pressures

perform test on piping and components for hydronic systems

piping and components are tested according to specifications and AHJ

verify operation of components

components operate according to manufacturers’ specification and system design

demonstrate knowledge of testing piping and components for hydronic systems

identify types of piping and components and describe their characteristics and applications

inspect types of piping and components and verify their operation according to their design

demonstrate knowledge of the principles of hydronic system operation

monitor the system for performance deficiencies

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

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

demonstrate knowledge of procedures used for testing piping and components for hydronic systems

describe the procedures used to test piping, components and auxiliary equipment

identify testing equipment for piping, components and auxiliary equipment

identify potential problems and faults with piping, components and auxiliary equipment

identify method of filling, adding, draining or purging fluids or additives

describe procedure for start-up of components

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select and use tools and equipment

tools and equipment are selected and used according to applications

perform scheduled maintenance of systems

scheduled service of system is performed

verify operation of piping and components

operation of piping and components is verified according to system design and manufacturers’ specifications

inspect piping and components

piping and components are inspected for conditions requiring service

determine whether components require replacement or repair

components are determined to be in need of repair or replacement according to industry standard

notify system owner of need to isolate and execute isolation

owner is notified and isolation is executed

clean components

components are cleaned to prolong life of system and maintain adequate flow

replace components

components are replaced according to manufacturers’ specifications

repair components

components are repaired according to manufacturers’ specifications

inspect fluid quality

fluid is treated according to system requirements

complete required documentation

documentation is completed according to AHJ and company policies

return system to service and verify system operation

system is returned to service and system operation is verified according to system design

demonstrate knowledge of the principles of hydronic system operation

identify system conditions requiring service

identify strategy for isolation

identify hazards pertaining to hydronic system operation

demonstrate knowledge of servicing piping and components for hydronic systems

describe procedures used to diagnose problems with piping and components for hydronic systems

interpret drawings, specifications and equipment manuals required for system service

identify the tools and equipment used to service the system

describe procedures for lock-out and tag-out of hydronic systems

describe procedures for disassembly of the problem area of the system, for repair or replacement of the faulty components and for reassembly of the system

describe procedures for reinstating system to operating condition and verifying repair

demonstrate knowledge of documenting the service for hydronic systems

describe program of scheduled service

identify required documentation pertaining to servicing hydronic systems

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coordinate and set up installation of heat source

heat sources are selected and assembled according to building requirements, manufacturers’ specifications, drawings and AHJ

determine location and placement of heat source

location and placement of heat source is determined according to drawings, specifications, site conditions and AHJ

determine housekeeping pad

housekeeping pad for protection of heat source is determined according to drawings, specification, site conditions and AHJ

select and use tools and equipment

tools and equipment are selected and used according to applications

install vibration isolation for heat source

vibration isolation is installed where required according to drawings, site conditions and specifications

level and secure equipment

heat source is installed respecting required clearances and limitations, is aligned/ orientated, leveled and anchored

assemble near heat source piping and trim

heat source piping and trim is assembled according to drawings, specification, site conditions and AHJ

install connections for flue gas condensate

connections for flue gas condensate are installed according to AHJ

select and install treatment equipment for corrosive condensate

treatment for corrosive condensate is selected and installed according to manufacturers’ specifications and AHJ

demonstrate knowledge of hydronic heat sources and their operation

define terminology associated with hydronic heat sources

identify hazards and describe safe work practices pertaining to hydronic heat sources

identify and interpret codes, manufacturers’ specifications, drawings and regulations pertaining to hydronic heat sources

identify tools and equipment relating to hydronic heat source and describe their applications and procedures for use

explain the principles of heat transfer

identify sources of energy used by hydronic heat sources

identify types of heat sources and describe their characteristics and operation

identify hydronic heat source components and describe their purpose and operation

explain variables that impact on pipe and tubing in hydronic systems and their associated calculations

identify fluids used in hydronic systems and describe their characteristics and applications

identify additives used in hydronic systems and describe their purpose and applications

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coordinate and set up installation of cooling source

cooling sources are selected and assembled as per building requirements, manufacturers’ specifications, drawings and AHJ

determine location and placement of cooling source

location and placement of cooling source is determined according to drawings, specifications, site conditions, and AHJ

determine housekeeping pad

housekeeping pad for protection of cooling source is determined according to drawings, specification, site conditions and AHJ

select and use tools and equipment

tools and equipment are selected and used according to applications

install vibration isolation for cooling source

vibration isolation is installed where required according to drawings, site conditions and specifications

level and secure equipment

cooling source is installed respecting required clearances and limitations, is aligned/ orientated, leveled and anchored

assemble near cooling source piping and trim

cooling source piping and trim is assembled according to drawings, specification, site conditions and AHJ

install connections for condensate

connections for condensate are installed according to AHJ

demonstrate knowledge of principles of heat transfer

explain the principles of how heat is transferred

explain the difference between latent and sensible heat removal in cooling systems

demonstrate knowledge of hydronic cooling sources and their operation

define terminology associated with hydronic cooling sources

identify hazards and describe safe work practices pertaining to hydronic cooling sources

identify and interpret codes, manufacturers’ specifications, drawings and regulations pertaining to hydronic cooling sources

identify tools and equipment relating to hydronic cooling source and describe their applications and procedures for use

identify sources of energy used by hydronic cooling sources

identify types of cooling sources and describe their characteristics and operation

identify hydronic cooling source components and describe their purpose and operation

explain variables that impact on pipe and tubing in hydronic systems and their associated calculations

identify fluids used in cooling systems and describe their characteristics and applications

identify additives used in cooling systems and describe their purpose and applications

identify and interpret codes, manufacturers’ specifications, drawings and regulations pertaining to hydronic cooling sources

identify tools and equipment relating to hydronic cooling source and describe their applications and procedures for use

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conduct a pressure test

pressure test is performed to specifications and AHJ

verify the sequence of operations

sequence of operation are verified according to manufacturers’ specifications

test safeties and controls

safeties and controls are tested to insure proper operation according to manufacturers’ specifications

verify flow rate

flow rate is compared to manufacturers’ specifications and operating design

complete a fuel combustion analysis

fuel combustion analysis is conducted to meet manufacturers’ specifications

set manifold pressures

manifold pressures are adjusted to manufacturers’ specifications

conduct a fluid test

fluid test is conducted according to engineer and manufacturers’ specifications

submit a commission report

commission report is submitted to required authority

demonstrate knowledge of testing hydronic heating and cooling sources and their operation

define terminology associated with hydronic heating and cooling sources

identify tools and equipment used for testing

describe function of safeties

describe the operation of controls

demonstrate knowledge of interpreting manufacturers’ data

demonstrate the ability to interpret manufacturers’ data

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select and use tools and equipment

tools and equipment are selected and used according to applications

perform scheduled maintenance of generating systems

scheduled service of generating system is performed according to system design

verify operation of generating equipment and associated piping and components

operation of generating equipment, piping and components is verified according to system design

inspect generating equipment, piping and components

piping, generating equipment and components are inspected for conditions requiring service

determine whether components require replacement or repair

components are determined to be in need of repair or replacement according to industry standard

notify system owner of need to isolate and execute isolation

owner is notified and isolation is executed

perform lock-out and tag-out procedures

lock-out and tag-out procedures are performed according to AHJ

clean generating equipment and associated components

generating equipment and associated components are cleaned to prolong life of system and maintain design flow

replace generating equipment and associated components

generating equipment and associated components are replaced according to manufacturers’ specifications

repair generating equipment and associated components

generating equipment and associated components are repaired according to manufacturers’ specifications

inspect heat transfer fluid quality

heat transfer fluid is treated as required

complete required documentation

documentation is completed according to AHJ and company policies

return system to service and verify system operation

system is returned to service and system operation is verified according to system design

demonstrate knowledge of the principles of hydronic heating and cooling generating systems operation

identify system conditions requiring service

identify hazards pertaining to hydronic heating and cooling generating systems

identify strategy for isolation

demonstrate knowledge of servicing for hydronic heating and cooling generating systems

describe procedures used to diagnose problems with hydronic heating and cooling generating equipment and associated piping and components

interpret drawings, specifications and equipment manuals required for system service

identify the tools and equipment used to service the system

describe procedures for lock-out and tag-out of hydronic heating and cooling generating systems

describe procedures for disassembly of the problem area of the system, for repair or replacement of the faulty components and for reassembly of the system

 describe procedures for reinstating system to operating condition and verifying repair

demonstrate knowledge of documenting the service for hydronic heating and cooling generating systems and associated piping and components

describe program of scheduled service

identify required documentation pertaining to servicing hydronic systems

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confirm system requirements for components and accessories

components and accessories meet system requirements and design

confirm the location of components and accessories

components and accessories are located according to plans and specifications

use tools and equipment

tools and equipment are selected and used according to application

assemble and install components and accessories

components and accessories are installed according to plans and specifications

program, calibrate and adjust mechanical and electrical controls/modules and components

mechanical and electrical controls/modules and components are set to points to optimize system performance

demonstrate knowledge of hydronic system control components and accessories, their applications and operation

identify hydronic system control components and accessories and describe their purpose and operation

identify types of hydronic system controls and describe their characteristics, applications and operation

identify hazards and describe safe work practices pertaining to hydronic system control

interpret codes and regulations pertaining to hydronic system controls

interpret information pertaining to hydronic system control found on drawings and specifications

identify tools and equipment relating to hydronic system controls and describe their applications and procedures for use

demonstrate knowledge of the procedures used to install hydronic system controls

describe the procedures used to install hydronic system control components

describe the procedures used to set and adjust hydronic system control components

describe the procedures used to protect hydronic system control components

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confirm location and type of hydronic transfer units

location and type of hydronic transfer units are confirmed according to drawings and specifications

select and use tools and equipment

tools and equipment are selected and used according to applications

level and secure hydronic transfer units

hydronic transfer units are level and secure

install trim

trim is installed according to type and style of hydronic transfer unit

install vibration isolation on hydronic transfer units

vibration isolation on hydronic transfer units is installed according to specifications

position and connect hydronic transfer unit to piping

hydronic transfer unit is positioned and connected to piping using joining methods

demonstrate knowledge of hydronic transfer units, their applications and operation

identify types of hydronic transfer units and describe their characteristics, applications and operation

identify hazards and describe safe work practices pertaining to hydronic transfer units

interpret codes and regulations pertaining to hydronic transfer units

interpret information pertaining to hydronic transfer units found on drawings and specifications

identify tools and equipment relating to hydronic transfer units and describe their applications and procedures for use

identify hydronic transfer unit components and describe their purpose and operation

demonstrate knowledge of the procedures used to install hydronic transfer units

describe the procedures used to install hydronic transfer unit

describe the procedures used to set and adjust hydronic transfer unit

describe the procedures used to protect hydronic transfer unit

describe the procedures used to join hydronic transfer unit to system

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pressurize system and inspect for faults

system is pressurized and inspected for faults

activate automated controls and inspect

automated controls are activated and inspected for designed operation

perform sensory inspection of system controls and transfer unit

sensory inspection is performed to detect non-automated controls and transfer unit problems

perform systems checks

systems check is performed to analyze performance of controls and accessories

check and adjust pressures

pressures are checked and adjusted according to system design

demonstrate knowledge of types of hydronic system controls and transfer units, related equipment and components, their applications and operation

identify types of hydronic system controls and transfer units, and related equipment and components

demonstrate knowledge of testing hydronic system controls and transfer units, their procedures and equipment

identify testing equipment used for hydronic system controls and transfer units

describe the procedures used to test hydronic system controls and transfer units

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interpret client’s information

client’s information is interpreted to assist in the diagnostic process

inspect equipment

equipment is inspected for conditions requiring service

perform sensory inspection

sensory inspection is performed to detect conditions requiring service

clean and change filters and strainers

filters and strainers are cleaned and changed to prolong the life of the system and maintain adequate flow

adjust components

components are adjusted according to manufacturers’ specifications

check and adjust pressures

pressures are checked and adjusted to maintain system performance and to detect system problems

select and use tools and equipment

tools and equipment are selected and used according to applications

determine required isolation of system

isolation of system is determined according to required service

notify system owner of need to isolate and execute isolation

owner is notified and isolation is executed

determine whether components require replacement or repair

components are determined to require replacement or repair based on factors

replace and repair components

components are replaced or repaired as required

complete checklist

checklist documents status of current system and follow-up actions required

perform scheduled service of systems

scheduled service of system is performed according to manufacturers’ specifications, system design and AHJ

return system to service and verify system operation

system is returned to service and system operation is verified according to system design

complete required documentation

documentation is completed according to specifications and company policies

demonstrate knowledge of hydronic system controls and transfer unit equipment and components, their applications and operation

describe the procedures used to service hydronic system controls and transfer unit equipment and components

identify types of hydronic system controls and transfer units, and describe their characteristics and applications

identify tools and equipment relating to hydronic system controls and transfer unit and describe their applications and procedures for use

identify hydronic system controls and transfer unit equipment and components and describe their purpose, operation and applications

demonstrate knowledge of the procedures used to service hydronic system controls and transfer units

interpret performance data and specifications pertaining to servicing hydronic system controls and transfer unit equipment and components

describe the procedures used to service hydronic system controls and transfer unit equipment and components