This unit involves the skills and knowledge required to design control systems for heating, ventilation and air conditioning/refrigeration (HVAC/R) systems.

It encompasses applying processes and methods of HVAC/R control systems components, safety and relevant industry standards. It also includes following design specifications and customer requirements, and documenting system designs.

The skills and knowledge described in this unit may, in some jurisdictions, require a licence or permit to practice in the workplace subject to regulations for undertaking refrigeration and air conditioning work. Practice in the workplace and during training is also subject to work health and safety (WHS)/occupational health and safety (OHS) regulations.

No other licensing, legislative or certification requirements apply to this unit at the time of publication.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1

Prepare to design control systems for HVAC/R

1.1

WHS/OHS requirements and workplace procedures for a given work area are identified, obtained and applied

1.2

Scope of the HVAC/R system is determined from design specifications and/or in consultations with relevant person/s

1.3

Safety and systems are identified, obtained and applied in accordance with relevant industry standards

1.4

Work supervisor and/or customer/s are consulted to determine functions and parameters of the system required in accordance with design specifications and workplace documentation

1.5

Design development work is planned in accordance with workplace procedures for timelines in consultation with others involved

2

Design control systems for HVAC/R

2.1

WHS/OHS risk control measures and workplace procedures for carrying out the work are followed

2.2

Relevant control system components are applied to developing the system design in accordance with workplace procedures and relevant industry standards

2.3

Safety, functionality and budgetary considerations are incorporated into the design

2.4

Control equipment required is selected in accordance with design specifications and workplace procedures

2.5

Location of components are documented in accordance with workplace procedures and operation of system functions

2.6

Control system design draft is checked for compliance in accordance with the design brief and relevant industry standards

2.7

Control system design is documented and submitted to relevant person/s for approval

2.8

Unplanned events are dealt with in accordance with problem-solving techniques and workplace procedures

3

Obtain approval for control systems for HVAC/R systems design

3.1

Control system design is presented and explained to customer and/or relevant person/s

3.2

Requests for alterations to the design are negotiated with relevant person/s in accordance with workplace procedures

3.3

Final design is documented and approval obtained from relevant person/s

3.4

Quality of work is monitored in accordance with workplace procedures and relevant industry standards

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:

understanding required operating functions and parameters from the design specification

developing the design within the safety, regulatory and functional requirements and budget limitations

documenting and presenting design effectively

successfully negotiating design alteration requests

obtaining approval for final design

dealing with unplanned events

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

designing control systems for heating ventilation and air conditioning/refrigeration (HVAC/R) systems

preparing to design control systems for HVAC/R.

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 design control systems, system operating requirements, integration of electrical, electronic, pneumatic and digital controls, safe working practices and relevant standards, codes and regulations, including:

control systems:

control terminology

control system characteristics

control system diagrams and symbols

types of control equipment:

electrical:

classification of circuits

two position control

floating control

sensors

controllers

flow control devices

control systems diagrams

electronic:

operating principles

sensors

controllers

control system diagrams

pneumatic:

control fundamentals:

pneumatic control terminology

definitions

control basics:

air supply

pilot bleed system

signal amplifier

sensing elements

relays and switches

air supply system:

air drying methods

pressure regulating valves

pressure reducing valves

system controllers:

thermostats

sensors

actuators

dampers

system control configuration:

sequence control

limit control

changeover control

compensated control

recycling control

pneumatic – electric control

control systems

digital control systems:

computer-based control fundamentals

definitions

principles

controller configuration:

equipment

zone level controllers

system level controllers

controller software:

operating software

application software

controller programming:

system diagrams

control diagrams

configuration

programming

initialisation

EMS and BMS

supervisory control and data acquisition (SCADA) system

lan and Bacnet

applications:

refrigeration systems

HVAC systems:

air handling system controls

ventilation

heating

building airflow system control

airflow control

single and multi-zones

chiller boiler and distribution system

logic analysis

energy management

asset management

life cycle

supervisory:

introduction building management

remote building control interface and modem

problem-solving techniques

relevant industry standards, codes of practice, regulations and industry practices

relevant job safety assessments or risk mitigation processes

relevant manufacturer specifications

relevant WHS/OHS legislated requirements

relevant workplace budget, quality, policies and procedures

relevant workplace documentation.

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 suitable workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in suitable 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.

Foundation skills essential to performance are explicit in the performance criteria of this unit of competency.

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.

Designing control systems for HVAC/R must include at least the following:

two different HVAC/R systems, including one of the following:

condenser

compressor

evaporator

associated components and controls

Electrotechnology

Refrigeration and air-conditioning