Assessor Resource

UEERA0009
Audit energy use for commercial HVAC/R systems

Assessment tool

Version 1.0
Issue Date: May 2024


This unit involves the skills and knowledge required to audit energy use for commercial heating, ventilation and air conditioning/refrigeration (HVAC/R) systems.

It includes assessing the energy used by commercial HVAC/R systems in relation to its performance for improving efficiency and/or certification as meeting energy efficiency industry standards. It also includes safe working practices, determining efficiency requirements, setting up performance and energy tests, evaluating results and documenting test outcomes.

The skills and knowledge described in this unit require a licence or permit to practice in the workplace where work is carried out on electrical installations which are designed to operate at voltages greater than 50 volt (V) alternating current (a.c.) or 120 V direct current (d.c.).

Competency development activities in this unit are subject to regulations directly related to licensing. Where a licence or permit to practice is not held, skills and knowledge described in this unit require a relevant contract of training, such as an Australian Apprenticeship.

Additional and/or other conditions may apply in some jurisdictions subject to regulations related to electrical work. Practice in the workplace and during training is also subject to work health and safety (WHS)/occupational health and safety (OHS) regulations.

Permits may also be required for some work environments, such as confined spaces, working aloft, near live electrical apparatus and site rehabilitation.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least one occasion and include:

interpreting performance/certification requirements correctly

setting up and conducting appropriate system assessments and tests

identifying non-compliance issues

reporting assessment and test results and non-compliance issues and recommendations appropriately

dealing with unplanned events

analysing results from test data, including:

analysing electricity tariffs and implications

analysing total consumption versus peak load

comparing against industry standards

reviewing current practices against ideal

applying relevant work health and safety (WHS)/occupational health and safety (WHS/OHS) workplace procedures and practices, including using risk control measures

applying sustainable energy principles and practices

auditing energy use for commercial heating, ventilation and air conditioning/refrigeration (HVAC/R) system, including:

documenting auditing activities results and appropriate actions

planning audit energy use for a commercial HVAC/R application.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions and include knowledge of:

HVAC/R energy audits, safe working practices and relevant standards, codes and regulations, including:

identification of major energy consuming plant:

review of HVAC/R system components

methods of energy conservation:

review of energy conserving strategies

house keeping

time schedules

good maintenance practices:

filters, fans, appropriate set points and dead bands

HVAC/R system control:

night cycle

optimum stop/start

purge cycles

chiller/boiler/cooling tower sequencing

economy cycles (based on temperature or enthalpy)

supply air reset

condenser water temperature reset

electrical load control:

power demand control

load limiting

load shedding

set point relaxation

ventilation cycles

tests and data collection procedures:

use of building management system for data collection (trending)

use of data recorders (loggers)

monitoring of building operations generally

analysis of results from test data:

comparison against standards (BOMA)

revision of current practices against ideal

total consumption vs. peak load

electricity tariffs and implications

methods of reducing energy usage:

plant retrofits

controls - application of strategies

plant - fixed OA to economy, boiler to electric reheat, constant volume to variable air volume (VAV) and cost-benefit (payback)

relevant manufacturer specifications

relevant safe work method statements (SWMS)/job safety assessments or risk mitigation processes

relevant WHS/OHS legislated requirements

relevant workplace documentation

relevant workplace policies and procedures.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment (PPE) currently used in industry

applicable documentation, including workplace procedures, equipment specifications, regulations, codes of practice and operation manuals.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions may be found in the UEE Electrotechnology Training Package Companion Volume Implementation Guide.

Auditing energy use must include at least the following:

two different commercial HVAC/R systems

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions on at least one occasion and include:

interpreting performance/certification requirements correctly

setting up and conducting appropriate system assessments and tests

identifying non-compliance issues

reporting assessment and test results and non-compliance issues and recommendations appropriately

dealing with unplanned events

analysing results from test data, including:

analysing electricity tariffs and implications

analysing total consumption versus peak load

comparing against industry standards

reviewing current practices against ideal

applying relevant work health and safety (WHS)/occupational health and safety (WHS/OHS) workplace procedures and practices, including using risk control measures

applying sustainable energy principles and practices

auditing energy use for commercial heating, ventilation and air conditioning/refrigeration (HVAC/R) system, including:

documenting auditing activities results and appropriate actions

planning audit energy use for a commercial HVAC/R application.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and range of conditions and include knowledge of:

HVAC/R energy audits, safe working practices and relevant standards, codes and regulations, including:

identification of major energy consuming plant:

review of HVAC/R system components

methods of energy conservation:

review of energy conserving strategies

house keeping

time schedules

good maintenance practices:

filters, fans, appropriate set points and dead bands

HVAC/R system control:

night cycle

optimum stop/start

purge cycles

chiller/boiler/cooling tower sequencing

economy cycles (based on temperature or enthalpy)

supply air reset

condenser water temperature reset

electrical load control:

power demand control

load limiting

load shedding

set point relaxation

ventilation cycles

tests and data collection procedures:

use of building management system for data collection (trending)

use of data recorders (loggers)

monitoring of building operations generally

analysis of results from test data:

comparison against standards (BOMA)

revision of current practices against ideal

total consumption vs. peak load

electricity tariffs and implications

methods of reducing energy usage:

plant retrofits

controls - application of strategies

plant - fixed OA to economy, boiler to electric reheat, constant volume to variable air volume (VAV) and cost-benefit (payback)

relevant manufacturer specifications

relevant safe work method statements (SWMS)/job safety assessments or risk mitigation processes

relevant WHS/OHS legislated requirements

relevant workplace documentation

relevant workplace policies and procedures.

Assessors must hold credentials specified within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must satisfy the Principles of Assessment and Rules of Evidence and all regulatory requirements included within the Standards for Registered Training Organisations current at the time of assessment.

Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.

Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.

Resources for assessment must include access to:

a range of relevant exercises, case studies and/or other simulations

relevant and appropriate materials, tools, equipment and personal protective equipment (PPE) currently used in industry

applicable documentation, including workplace procedures, equipment specifications, regulations, codes of practice and operation manuals.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
WHS/OHS processes and workplace procedures for a given work area are identified and applied 
 
 
 
 
 
WHS/OHS risk control measures and workplace procedures for carrying out the work are followed 
 
 
 
 
 
 
WHS/OHS work completion risk control measures and workplace procedures are followed 
 
 
 

Forms

Assessment Cover Sheet

UEERA0009 - Audit energy use for commercial HVAC/R systems
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

UEERA0009 - Audit energy use for commercial HVAC/R systems

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: