Air Conditioning and Heat Pump Refrigeration Module

This four part seminar starts with the practical fundamentals and theory behind basic air conditioning and heat pump systems, and systematically moves through the process involved for Quality Installation (QI), Quality Maintenance (QM) and Quality Service (QS) of residential and light commercial air conditioning and heat pump systems as they apply to the California market (CAQI/CAQM/CAQS).

Class 1 - Practical Fundamentals and Theory of the Refrigeration Circuit

Part 1 will review the basic physical properties of air conditioning, common definitions used in the trade, psychrometrics, the comfort index, indoor air quality, refrigerant properties and the practical fundamentals and theories used in all air conditioning and heat pump systems.

Class 2 - CAQI of Air Conditioning and Heat Pump Systems

Part 2 will cover the Quality Installation of air conditioning and heat pump systems as they apply to the California market (CAQI), including proper selection methodology, basic system components, system accessories, proper field installation techniques, basic zone systems, air filtration, humidification, and ventilation.

Class 3 - CAQM of Air Conditioning and Heat Pump Systems

Part 3 will focus on the Quality Maintenance of air conditioning and heat pump systems as they apply to the California market (CAQM) including proper system commissioning after installation and major component replacements, field instruments used for measuring refrigerant pressures and temperatures, condenser air temperatures, and conditioned temperatures, humidity, pressure, filtration, velocity and volume, proper field measuring techniques, system airflow adjustment and planned preventative maintenance.

Class 4 - CAQS of Air Conditioning and Heat Pump Systems

Part 4 is the application of all the information reviewed and learned in the previous classes to provide Quality Service of air conditioning and heat pump systems as they apply to the California market (CAQS) including proper service methodology, system diagnostic techniques, verification of system performance and professional repair vs. replacement recommendations.

Air Distribution Module

This four part seminar starts with the practical fundamentals and theory behind basic air distribution systems and systematically moves through the process involved for Quality Installation (QI), Quality Maintenance (QM) and Quality Service (QS) of residential and light commercial air distribution systems as they apply to the California market (CAQI/CAQM/CAQS).

This seminar gives participants the comprehensive skill sets required to properly design, install, commission, maintain, service, diagnose and verify that the air distribution systems they are working on are safe, reliable and operate at the highest capacity and energy efficiency possible. During Parts 3 & 4 attendees will participate in laying out a duct system. 

Class 1 - Practical Fundamentals and Physical Properties of Air

Part 1 will review the basic physical properties of air, common definitions used in the trade, psychrometrics, the comfort index, indoor air quality and the practical fundamentals and theories used in all air distribution systems.

Class 2 - Practical Fundamentals and Theory of Proper Air Distribution Design

Part 2 will cover the Quality Installation of air distribution systems as they apply to the California market (CAQI), including proper design methodology, basic system components, types of duct materials, fabrication tools, proper field installation techniques, basic zone systems, air filtration, humidification and ventilation.

Class 3 - Fundamental Theory and Techniques of Air Side Design and Installation

Part 3 will focus on the Quality Maintenance of air distribution systems as they apply to the California market (CAQM) including proper system commissioning after installation and major component replacements, field instruments used for measuring air temperature, humidity, pressure, filtration, and volume, proper field measuring techniques, system balancing and planned preventative maintenance.

Class 4 - Advanced Theory and Techniques of Air Side Design and Installation

Part 4 is the application of all the information reviewed and learned in the previous classes to provide Quality Service of air distribution systems as they apply to the California market (CAQS) including proper service methodology, system diagnostic techniques, verification of system performance, the whole house concept, interpreting reported customer problems, overall system analysis and professional repair vs. replacement recommendations.

Boiler Module

Commercial boiler application is very large and diverse. In this module, we will primarily focus on space comfort heating. To get there we will start with a comprehensive overview of the fundamental theory and operation of most boilers and the systems they are applied to. It includes the financial benefits, system design flexibility, basic elements, control and safety components, different control strategies, installation, commissioning, preventive maintenance, and system testing and diagnostics. The module concludes with practical ways to keep boiler systems working at peak operational performance.

Class 1 - Fundamental Theory & Basic Operation of Commercial Boiler Systems

Night 1: Starts by participants taking an informal pre-exam to determine their existing knowledge base and skill sets regarding commercial boilers. Training begins with equipment fundamental theory and boiler operation. Once past the equipment, we will introduce simple system application while keeping safety and performance in the forefront of the learning process. We will take a comprehensive look at basic hardware, specialized controls, and safety components typically encountered in the field.

Class 2 - Installation, Operation, and Service Practices of Commercial Boiler Systems

Night 2: Begins with simple system application. Throughout this evenings training we will add system application complexity so the participant can keep up with this complicated subject matter and at the same time can apply what was learned in the previous class. Practical aspects of installation, operation, preventive maintenance, and the diagnostics involved with commercial boilers, and continues with a comprehensive look at the best practices required to keep boiler systems working at the highest capacity, reliability, and efficiency possible. The evenings training concludes with an informal post-exam to determine and test the participants newly acquired knowledge and skill sets.

Chiller Module

Although this two night training module is an introduction to commercial chillers, it starts with a comprehensive overview of the fundamental theory and operation of all chillers. It includes the financial benefits, system design flexibility, basic elements, control and safety components, different control strategies, installation, commissioning, preventive maintenance, and system diagnostics that commercial chiller service technicians find in the field today. The classes conclude with practical ways to keep chillers working at peak performance.

Class 1 - Fundamental Theory & Basic Operation of Commercial Chillers

Night 1: Starts by participates taking an informal pre-exam to determine their existing knowledge base and skill sets regarding commercial chillers, introduces the fundamental theory, and operation behind all chillers, includes a comprehensive discussion of both the basic hardware and specialized controls and safety components that modern commercial chillers utilize today, and concludes with a brief discussion of ancillary equipment such as chilled and condensing water pumps, condensing heat exchangers, and water towers that may be connected to the chiller.

Class 2 - Installation, Operation, and Service Practices of Commercial Chillers

Night 2: Begins with a basic discussion and the practical aspects of installation, operation, preventive maintenance, and the diagnostics involved with commercial chillers, and continues with a comprehensive look at the best practices required to keep chillers working at the highest capacity, reliability, and efficiency possible. The class concludes with an informal post-exam to determine and test the participants newly acquired knowledge and skill sets regarding commercial chillers.

Commercial HVAC/R Introduction

This commercial HVAC module will set the stage for additional specific modules following this one. Commercial HVAC Systems range from simple to extremely complex. Come join us as we explore this range of complexity through a systematic approach from a simple system, to additional components that add up to an entire complex system that serve the building load and its occupants. Included, but not limited to: packaged gas-electric, packaged heat-pump, split-systems (gas-electric/HP/mini/WSHP), SDHV, chillers, boilers, towers, air handlers, economizers, air distribution, chilled & hot water systems, VAV’s, Pneumatics, DDC, DCV, VFD, VRF, etc. Test points and equations will be learned in detail in the forthcoming modules. Our intent is to help you deliver safe and affordable comfort to owners, operators, and occupants of a commercial building.

Class 1: Why, What, and How of Properly Operating HVAC Systems

Participants will take an informal pre-exam to determine their existing knowledge base and skill sets regarding the HVAC/R industry. Night one sets the stage and carries throughout this training in a simple but comprehensive understanding of the why, what, and how of Commercial HVAC. We will quickly explore internal and external building loads followed by our first look at a commercial system and its interaction with the building.

Class 2: HVAC Systems for Single Story Commercial Buildings

You will be engaged in an exploration and discovery process of a single story commercial building with a simple split or packaged comfort system. After this we will progress throughout the night adding more complexity to a smaller commercial building and its HVAC systems. By the end of the evening we will have progressed to a restaurant application.

Class 3: Complex HVAC Systems for Commercial Buildings

Typically, as a commercial building gets larger, the load and the systems capacities get larger and more complicated by default. We will progress throughout the night adding more complexity to the building and its operating HVAC systems. Controlling our systems becomes necessary because of the complex interaction of the interior and exterior loads complicated by higher occupancy and other specific demands. By the end of the evening we will have progressed to adding outside air, make-up air, exhaust losses and necessary heat exchange applications.

Class 4: Built-up HVAC Systems for Commercial Buildings

The fourth night will be devoted to finishing off your exploration and discovery process that you went through in the previous three nights. Built-up systems are specifically engineered for known criteria and a calculation methodology to choose specific application of equipment and other component selection, controls, and distribution systems. We will expose you to these larger and more complicated buildings and their advanced systems that you will encounter when your career is at an advanced level. On-site operation personnel and engineering staff become an integral part of building operation.

Cooling Towers Module

Although this two night training module is an introduction to commercial cooling towers, it starts with a comprehensive overview of the fundamental theory and operation of all towers. It includes the financial benefits, system design requirements, basic elements, control components, different control strategies, installation, commissioning, preventive maintenance, and system diagnostics that commercial cooling tower service technicians find in the field today, and concludes with practical ways to keep cooling towers working at peak performance.

Class 1 - Fundamental Theory & Basic Operation of Commercial Cooling Towers

Night 1 starts by participates taking an informal pre-exam to determine their existing knowledge base and skill sets regarding commercial cooling towers, introduces the fundamental theory, and operation behind all forced, inducted, and natural draft towers, includes a comprehensive discussion of both the basic hardware and specialized controls and components that modern commercial cooling towers utilize today, and concludes with a brief discussion of ancillary equipment such as condensing water pumps, condensing heat exchangers, chillers, boilers, and water source heat pumps that may be connected to the cooling towers.

Class 2 - Installation, Operation, and Service Practices of Commercial Cooling Towers

Night 2 begins with a basic discussion and the practical aspects of installation, operation, preventive maintenance, and the diagnostics involved with commercial cooling towers, and continues with a comprehensive look at the best practices required to keep cooling towers working at the highest capacity, reliability, and efficiency possible, and concludes with an informal post-exam to determine and test the participants newly acquired knowledge and skill sets regarding commercial cooling towers.

Electrical Module

Get the skills needed to properly install and diagnose electrical systems.

This four-part evening series provides practical fundamentals and theory behind basic electricity, as well as knowledge of electrical symbols, components, wiring diagrams, electronics and electrical systems. Get the comprehensive skill sets you need to properly install, commission, maintain, service, diagnose and verify electrical systems are safe, reliable, and operating at the correct settings for the highest energy efficiency possible.

Class 1 - Practical Fundamentals and Theory of HVAC/R System Electrical:

This class reviews the basic fundamentals of electricity, electrical formulas, common definitions used in the trade, symbols, schematic diagrams and the practical fundamentals and theories used in all electrical systems.

Class 2 - Essential HVAC/R System Motor Theory for the Field Technician:

This class covers the interaction of electrical components in an electric system, introduction to schematic, component and field wiring diagrams, power wiring and control wiring, thermostats, electronics, motors, proper field installation, and electrical tools.

Class 3 - Different Electrical Components Found in the HVAC/R Industry:

This class focuses on the Quality Maintenance of electrical systems as they apply to the California market (CAQM) including proper system maintenance after installation, component replacements and field instruments used for measuring voltage, amperage, resistance, capacitance and watts.

Class 4 - Electrical Schematics: A Roadmap to Diagnosing an HVAC/R System:

This class applies all the information reviewed and learned in the previous classes to provide Quality Service of electrical systems as they apply to the California market (CAQS) including proper service methodology, system diagnostic techniques and verification of system performance.

Gas Heating Module

This two-part seminar starts with the practical fundamentals and theory behind basic gas heating systems and systematically moves through the process involved for Quality Installation (QI), Quality Maintenance (QM) and Quality Service (QS) of residential and light commercial gas heating systems as they apply to the California market (CAQI/CAQM/CAQS). Participants will receive the comprehensive training required to properly install, commission, maintain, service, diagnose and verify that the gas heating systems they are working on are safe, reliable and operate at the highest capacity and energy efficiency possible.

Class 1 - Practical Fundamentals and Theory of Gas Heating

This course will review the basic physical properties of gas heating, common definitions used in the trade, psychometrics, the comfort index, indoor air quality, fuel gas properties and the practical fundamentals and theories used in all gas heating systems.

Class 2 - California Quality Installation, Maintenance, and Service of Gas Heating Systems

This course will cover the Quality Installation, Quality Maintenance, and Quality Service of gas heating systems as they apply to the California market (CAQI, CAQM, and CAQS), including proper selection methodology, proper system commissioning, major component replacements, field instruments used for measuring gas fuel temperatures, pressures, flow, planned preventative maintenance, system diagnostic techniques, and verifying the heating system is operating at the highest capacity and energy efficiency possible.

HVAC/R New Hire Module

This training module is designed for novice level technicians who are just entering the HVAC/R field with little to no formal education or training. First, and foremost it begins by focusing on the numerous areas of safety installers and service technicians are required to know when working on the various systems within our industry. It also includes an introduction and comprehensive overview of the fundamental knowledge, and skill sets new hires should possess, such as component identification, tool selection and identification, system measurements and units, heat transference, airflow, and concludes by outlying the proper soft skills and diagnostic steps required when servicing residential or light commercial HVAC/R systems in the field.

Class 1 - Fundamental Introduction to Major Components in the HVAC/R Industry:

Night 1 starts by participants taking an informal pre-exam to determine their existing knowledge base and skill sets regarding the HVAC/R industry. Class continues with a fundamental introduction and overview of the various major components found in today’s modern HVAC/R systems. We discuss the importance of not only keeping the equipment running, but leaving the systems running at the highest capacity, and energy efficiency possible, and conclude with a brief self-graded review test that can be used as a quick field reference guide in the future.

Class 2 - Introduction & Selection of Tools, Instruments, and Service Equipment in the HVAC/R Industry:

Night 2 begins with the introduction and identification of both the basic and industry specific tools, instruments, and equipment used to install systems, perform preventive maintenance, diagnose, and service the various equipment and systems found in the field today. We conclude with a comprehensive discussion of selecting and using, the right tool, instrument, and/or equipment for the job.

Class 3 - Practical Math & Measurements and Introduction to the World of Electricity:

Night 3 starts with a review and practice of the basic math and measurement skills required by all installers and service technicians found in the industry today; continues with a fundamental introduction to the world of HVAC/R electricity, and concludes with a detailed and comprehensive discussion of proper electrical procedures and safety.

Class 4 - Theory of Heat and Essential Industry Safety:

Night 4 begins with an introduction to heat, the different types of heat, and heat transfer, continues with the importance of general, refrigerant, worksite, ladder, clothing, and driving safety for both the installer and service technician today. Class concludes with an informal post-exam to determine and test newly acquired knowledge and skill sets of the participant in regards to the HVAC/R industry.

NATE HVAC/R Support Module

This training module is designed for HVAC/R installers and service technicians who have been in the field between six and twelve months. Training includes a review of general knowledge and HVAC specific knowledge in the areas of safety, tools, heat transfer, comfort, basic science, basic electrical, installation, planned maintenance, system components, and design considerations, and concludes with attendees being required to take the NATE HVAC Support Certificate Exam on night 4. There is a mandatory, non-refundable fee of $50.00 required for the NATE Certificate Exam.

Class 1 - HVAC/R Safety, Electrical, Tools, Instruments, and Service Equipment:

Night 1 starts by participants taking an informal pre-exam to determine their existing knowledge base and skill sets regarding the HVAC/R industry; continues with the importance of general, refrigerant, worksite, ladder, clothing, and driving safety. It’s followed by an overview of HVAC/R electricity, and includes a detailed and comprehensive discussion of proper electrical procedures, and continues with identification of the basic and industry specific tools, instruments, and equipment used in the field today. Class concludes with a comprehensive discussion of selecting and using, the right tool, instrument, and service tools for the job.

Class 2 - Industry Best Installation & Service Practices, and Practical Science as it Applies to the Field Installer and Service Technician:

Night 2 resumes with the basic theory and best industry standards and practices of correct HVAC/R installations, including general construction and industry specific terms, fundamental preventive maintenance, diagnostic, and service practices, and concludes with an in depth study and discussion of science as it applies to the field installer and service technician in our industry.

Class 3 - System Components, Proper Design Considerations of the HVAC/R Systems, and Practical Field Techniques of Air Measurements:

Night 3 starts with an overview of the various major components found in today’s modern HVAC/R equipment and systems, continues with a discussion of the importance of properly engineering and designing an HVAC/R system to achieve a system that is not just running, but operating at the highest capacity, and energy efficiency possible, continues with a detailed discussion of proper field techniques when making temperature and humidity measurements, and concludes with an informal post test to determine and test the participate in regards to our HVAC/R industry.

Class 4 - NATE HVAC Support Certificate Exam:

Night 4: The NATE HVAC Support Technician Certificate Exam will be given on this night…be early! MANDATORY. Attendees will be required to take the NATE Support Certificate Exam on Night 4. $50 fee required.

System Diagnostics Module

This four part seminar starts with the fundamentals and theory behind the residential and light commercial diagnostic process and covers all aspects of the HVAC system including the mechanical, electrical, refrigeration, air distribution, gas, venting, condensate, indoor air quality and whole house concept sections. This seminar will equip participants with the broad skill sets required to properly obtain, record, evaluate, analyze, identify and eliminate all operating problems reported and revealed thru the diagnostic process and concludes by verifying that the HVAC systems they are working on are safe, reliable and operate at the highest capacity and energy efficiency possible.

Class 1 - Practical Fundamentals, Theory, Methodology and Mindset of True System Diagnostics:

Part 1 will review the basic definition, description, methodology, outline, and theory behind the system diagnostic process. Operating aspects of Quality Design (QD), Quality Installation (QI), Quality Maintenance (QM), Quality Service (QS), and ultimately Quality Performance (QP) as they apply to the California market (CAQD/CAQI/CAQM/CAQS/CAQP) and the diagnostic process will be covered as well.

Class 2 - Essential Field Techniques Required to Investigate the HVAC/R System:

Part 2 begins with the client’s reported symptom(s) or concern(s), covers the diagnostic tools and instruments used to obtain measurements of the system, and provides the proper field techniques required to investigate the system by observing, obtaining, and recording all relevant information and data concerning the system.

Class 3 - Evaluating, Analyzing, and Ultimately Identifying the Root Cause(s) of the HVAC/R System:

Part 3 will focus on the information provided by the client, and the observations and data obtained by the field technician to evaluate, analyze, and ultimately identify the root cause(s) of the reported symptom(s).

Class 4 - Accurate Elimination and Verification of the Root Cause(s) of the HVAC/R System:

Part 4 starts with exploring possible alternatives to simply replacing the non-functioning or defective component, examines the repair vs. replacement question, covers reporting the diagnoses to the client, the client’s decision making process, outlines the proper corrective action to eliminate the symptom(s) or problem(s) and concludes by the field technician verifying that not only is the system working, but is working safely, reliably and operating at the highest capacity and energy efficiency possible.

System Performance Module

This four-part seminar starts with the fundamentals and theory behind residential and light commercial HVAC system performance with an overview of Quality Design (QD), Quality Installation (QI), Quality Maintenance (QM) and Quality Service (QS) as applied to the California market. CAQD/CAQI/CAQM/CAQS introduces and details the “whole house” concept, outlines the instruments and field techniques required to measure HVAC system performance, and problem solves any issues discovered. Participants will receive the comprehensive skill sets required to understand and evaluate the whole HVAC system and provide the client with an HVAC system that will be safe, reliable and operate at the highest capacity and energy efficiency possible.

Class 1 - Thermodynamics: Heat in Motion

Part 1 will introduce and detail the “whole house” concept as it applies to our field, and will identify and explain the most common building envelope and weather issues, including investigating the building envelope, evaluating and analyzing the observations and data collected, and concludes by discussing possible solutions and various responsibilities of envelope discovered problems.

Class 2 - HVAC: A Sub-system of the Building

Part 2 will introduce the concept and ramifications of the HVAC system being a sub-system in the building envelope and provides the participants the skill sets required in identifying the direct and indirect problems that will affect system performance and concludes by the HVAC contractor reporting and providing the client the information resources needed to verify and/or restore peak capacity and energy efficiency to their HVAC systems.

Class 3 - Heating System: Comfort with Energy Efficiency

Part 3 will introduce the basic theory behind client comfort while operating the heating and humidification systems at peak capacity and performance. This class will explain the skill sets required in using the proper instruments and field techniques to measure total heating system capacity, energy consumption, and then introduce the methods and formulas required to calculate the overall heating system performance. Proper heating system Quality Installation, Maintenance, and Service as applied in the California market (CAQI/CAQM/CAQS) will be explored on all levels.

Class 4 - Cooling System: Comfort with Energy Efficiency

Part 4 will introduce the basic theory behind client comfort while operating the cooling and de-humidification systems at peak capacity and performance. This class will explain the skill sets required in using the proper instruments and field techniques to measure both sensible and latent cooling system capacity, energy consumption, and then introduce the methods and formulas required to calculate the total (enthalpy) cooling system performance. Proper cooling system Quality Installation, Maintenance, and Service as applied in the California market (CAQI/CAQM/CAQS) will be explored on all levels.

CA 2016 Title-24 Module

The 2016 Title-24 codes and standards will go into effect January 1, 2017.

This two-part seminar is a comprehensive look at California Title 24 Energy Standards and Regulations regarding HVAC installations, change-outs, alterations, and repairs. This seminar includes discussion designed to clarify 2016 Title 24 HVAC Standards and Regulations questions the contractor, HVAC designer, installer, or homeowner may have relating to the installation and repair of the HVAC system.

Night 1: Participants will learn the practices and procedures required for H.E.R.S. verification, contractor registration, and electronic H.E.R.S. registration including introduction of the California Green Building Standards Code which have been “adopted and mandated” by many cities and municipalities throughout California. Clarification of the new 2016 Title 24 codes and standards which went into effect January 1, 2017 will be discussed, and a question and answer session will follow.

Night 2: Topics include the H.E.R.S. forms and process involved with H.E.R.S. registration, refrigerant charge measurement parameters, identifying superheat and subcooling targets, and other various measures taken during the H.E.R.S. inspection. There will also be a discussion on the importance of delivered BTU’s to the conditioned space.

Join the growing number of professionals who demonstrate proficiency in the heating, ventilation, air-conditioning and refrigeration (HVAC/R) industry by becoming certified by North American Technician Excellence (NATE). NATE is a nationally recognized certification program for HVAC/R technicians, and it is widely supported by the entire industry. More customers are placing a high priority on locating a certified expert and a NATE certification helps HVAC professionals keep that competitive edge.

This series of seminars are specifically designed to help experienced HVAC professionals prepare for successfully completing the NATE Certification Exam. For the convenience of working professionals, these classes are held on weekday evenings and will be followed by an opportunity to complete the NATE exam on a Saturday. There is a fee for the NATE exam; however there is no charge for the preparation series.

This training opportunity is offered as part of the Institute of Heating and Air Conditioning Industry’s (IHACI) commitment to provide exceptional service. This 8-night series is designed for experienced HVAC techs, and is not an entry-level series. Attending the entire 8-part series is strongly suggested.

Core 1 (General Skills) and Core 2 (Electrical Skills)

NATE Core Modules 1-2: This two night course is both an introduction and review to the heating, ventilating and air conditioning trade as well as to the personal and business skills needed to succeed in this industry. The introduction covers HVAC terminology, proper use of tools, mechanical principles, and electricity and wiring diagrams. The review includes communication skills, mathematics, science, working skills, HVAC careers and safety.

Gas Heating:

Part 1 (Introduction) and Part 2 (Installation & Service)

NATE Modules 3 and 4: The first night will focus on gas heaters used in furnaces and package units. This class also examines the basics of gas heat, equipment and components. The second night will delve further into gas heat by covering equipment installation and service procedures.

Air Conditioners & Heat Pumps:

Part 1 (Introduction) and Part 2 (Installation & Service)

NATE Modules 5 and 6: The first night will cover the mechanical refrigeration cycle and provide an introduction to air conditioners and their components. In addition, reverse-cycle heat pumps and their similarities and differences with standard air conditioners will also be discussed. The second night will focus on air conditioner and heat pump equipment installation and service procedures.

Air Distribution:

Part 1 (Introduction) and Part 2 (Installation & Service)

NATE Modules 7 and 8: The first night will explain the basic physical properties of air and provide an introduction to modern air distribution systems. The second night will focus on designing an actual HVAC air distribution system and will review field diagnostic techniques that can be used to solve air distribution problems.

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