Geothermal Tech Outline January 2014.1

PROGRAM OUTLINE
Geothermal Technician
The latest version of this document is available in PDF format on the ITA website
www.itabc.ca
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or learning resources (where available)
for BC trades contact:
Crown Publications, Queens Printer
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Copyright 2009 Industry Training Authority

This publication may not be modified in any way without permission of the Industry Training Authority
01/14
Industry Training Authority
GEOTHERMAL TECHNICIAN
PROGRAM OUTLINE
October 2009
Developed by
Province of British Columbia
01/14
TABLE OF CONTENTS
Section 1 INTRODUCTION ........................................................................................................ 4

Foreword ................................................................................................................................. 5
Acknowledgements ................................................................................................................. 5
Section 2 PROGRAM OVERVIEW ............................................................................................ 7
Program Credentialing Model ................................................................................................. 8
Occupational Analysis Chart ................................................................................................... 9
Training Topics and Suggested Time Allocation ................................................................... 14
Section 3 PROGRAM CONTENT Geothermal Technician ..................................................... 18
Level 1 COMMON CORE ................................................................................................. 19
Level 2................................................................................................................................... 71
Section 4 TRAINING PROVIDER STANDARDS ................................................................... 118
Facility Requirements.......................................................................................................... 119
Tools and Equipment .......................................................................................................... 120
Reference Materials ............................................................................................................ 123
Instructor Requirements ...................................................................................................... 124
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Introduction
Section 1
INTRODUCTION
01/14
Introduction
Foreword
This Program Outline is for use in the Geothermal Technician industry training classes sponsored by the
Industry Training Authority and will be used as a guide for instructors in the formal classroom portions of
industry training.
Practical demonstration and trainee participation should always be integrated with classroom sessions.
Safe working practices, though not always specified in each of the competencies and learning tasks, are
an implied part of the program and should be stressed throughout the apprenticeship.
This Program Outline includes a list of recommended reference textbooks that are available to support
the learning objectives and the minimum shop requirements needed to support instruction.
SAFETY ADVISORY
Be advised that references to the WorkSafeBC safety regulations contained within these materials do
not/may not reflect the most recent Occupational Health and Safety Regulation (the current
Standards and Regulation in BC can be obtained on the following website:
http://www.worksafebc.com). Please note that it is always the responsibility of any person using
these materials to inform him/herself about the Occupational Health and Safety Regulation pertaining
to his/her work.
01/14
Introduction
Acknowledgements
This Program Outline was prepared with the advice and direction from the Geo-TECA Training Committee
convened by the Geo-TECA Association with funding support from Service Canada.
The Industry Training Authority would like to acknowledge the dedication and hard work of the industry
representatives appointed to identify the training requirements of the Geothermal Technician credential.
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Section 2
Program Overview
Section 2
PROGRAM OVERVIEW
01/14
Section 2
Program Overview
Program Credentialing Model

Apprenticeship Pathway
This graphic provides an overview of the Geothermal Technician apprenticeship pathway.
CofQ
Geothermal
Technician
CofA
Geothermal
Technician
CofQ
Heating
Technician
with
Endorsement(s)
RECOMMENDATIONFORCERTIFICATION
CofA
Heating
Technician
with
Endorsement(s)
ENDORSEMENTS
Hydronics
ForcedAir
Optional
PostCofQ
Endorsements
RECOMMENDATIONFORCERTIFICATION
GeothermalTechnicianLevel2
TechnicalTraining:220hours(7weeks*)
WorkBasedTraining:3,000hours
ITAStandardizedWrittenExam
Hydronics Level2
ForcedAirLevel2
WorkBasedTraining:3,000hourstotal
BCSAGasfitterClassBLicense
WorkBasedTraining:3,000hourstotal
BCSAGasfitterClassBLicense
HeatingTechnicianEndorsementschooseoneorboth
CHOOSEAPATHWAY
CommonCore Level1
WorkBasedTraining:Accumulatehours
CofQ=CertificateofQualification
CofA=CertificateofApprenticeship
CofC=CertificateofCompletion
WBT=WorkBasedTraining
APPRENTICESHIP DIRECTENTRY
*Suggesteddurationbasedon30hourweek
CROSSPROGRAMCREDITS
Individualswhoholdthecredentialslistedbelowareentitledtoreceivepartialcredittowardthecompletionrequirementsofthisprogram
CofQ
Heating
Technician
with
Endorsement(s)
SheetMetal
WorkerLevel2
Refrigeration
Mechanic
Level2
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TechnicalTraining:Level1
WorkBasedTraining:None
Plumber
Level2
Domestic/
CommercialGas
FitterClassB
Level2
Section 2
Program Overview
Occupational Analysis Chart

Geothermal Technician Level 1: Common Core
Describe the Construction
Industry
Residential Heating
Industry
A1
A
1
C1
C
1
B2
Describe WorkSafeBC
Regulations With Respect
to the Trade
C2
Demonstrate Use of Hand

Tools
1
Read Plans
01/14
Demonstrate Use of
Power Tools
Demonstrate Use of
Powder Actuated Tools
(Vendor Cert.)
C4
1
Demonstrate Fall
Protection and Use of
Ladders and Scaffolding
C5
1
Describe Safe Vehicle

Operation and Loading
C6
1
C8
D1
Demonstrate Appropriate
Use of PPE
Demonstrate Use of
Measuring Tools
Safe Use and Care of

Tools
Describe Employer and

Employee Responsibilities
as they apply to
WorkSafeBC Regulations
C3
1
Identify Professional Work

Practices
C7
1
B3
1
Achieve First Aid Level 1

Certification
A4
1
Perform Imperial/Metric
Trade Calculations and
Conversions
Describe Common
Hazards of the Trade
Describe Heating
Systems
A3
1
Demonstrate Use of a 4Function Calculator
1
Workplace Safety
A2
B1
Describe the Purpose of

the Trade
Perform Basic Trades

Math Calculations
Apply Trades Math
Describe the Heating

Trades and Their History
Read and Interpret Plan

Symbols and Plan
Sections
E1
1
D2
1
D3
1
Describe Principles of
Scale and Convert
Measurements to Scale
E2
1
Read and Size Key Plan

Elements Such as
Windows and Doors
E3
1
Demonstrate Use of Shop

Equipment
D4
D5
1
Recognize and Identify

Key Structural Elements
E4
1
Section 2
Program Overview
Produce Orthographic
and Isometric Drawings
Perform Basic Drafting
F1
F
1
Describe Types of
Construction
Basics of Framing
Describe and Apply Basic

Framing
G1
G
1
Insulation, Vapour
Barriers and the
Building Envelope
H
Apply Fundamentals of
Heat Loss/ Heat Gain
I
Apply Basics of
Electrical & Wiring
Demonstrate Using R & U

Values in Heat Loss and
Gain Calculations
I1
1
Use Winter/ Summer

Design Condition Tables
Describe Fundamentals
of Electricity
Demonstrate Use of a
Multimeter & Induction
Ammeter
01/14
I2
1
I3
1
J2
Read, Interpret and

Produce Ladder & Wiring
Diagrams
J3
1
Use a Wiring Diagram to

Wire a Class 2 Control
Circuit and Describe a
Branch Circuit
J4
1
Describe Breaker and

Branch Circuit Wiring
Feed to a Load
J5
1
Describe and Apply BC

Ventilation Code
K2
Describe Heat Distribution

Systems
L1
Perform Basic Heat

Loss/Heat Gain
Calculations
Describe Heat Sources
H3
1
1
Basic Heating
H2
K1
Describe Temperature
Gradient, Dew Point and
the Use of Air Barriers
J1
Describe Basic Ventilation

Requirements
G3
1
Describe and Identify

Boundaries Between
Conditioned and
Unconditioned Space
Describe Drilling, Cutting

and Notching Constraints
G2
1
Describe Types, R Values

and Appropriate
Application of Insulating
Materials
H1
1
Ventilation
Produce Flow and

Assembly Drawings and
Duct Layout Schematics
F2
1
Describe Environmental
Considerations
L2
1
L3
1
10
Section 2
Program Overview
Apply Job Skills and
Career Options
M
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Describe Job
Preparations to Maximize
Efficiency
M1
1
Describe Principles of
Effective Time
Management
Describe Effective
Communication
M2
M3
1
11
Section 2
Program Overview
Occupational Analysis Chart

Geothermal Technician Level 2: Geothermal
Geothermal Aspect of
the Heating Industry
N
Geothermal Heat Pump

Systems
O
Field Analysis and

Geology
Describe the History of

and Rational for
Geothermal Energy
Systems
N1
2
Describe Basic Thermal

Energy Exchange
Principles
N2
2
Describe Economic and

Environmental Factors of
the Thermal Energy
Exchange Industry
N3
2
Describe the Components

of a Geothermal Heat
Pump System
O1
2
Describe Various
Applications of
Geothermal Heat Pump
Systems
O2
2
Describe Various
Geothermal System
Sources
Identify Soil and Rock

Types
Determine Soil Thermoconductivity and

Diffusivity
P2
2
Describe Regional Soil

Types and Mean
Temperature Conditions
P3
2
Describe Environmental
Impacts and Sensitivities
Design Ground Heat

Exchanger Systems
Determine System
Heating and Cooling
Loads / Requirements
Identify Heating/Cooling
Distribution Method
P1
P
2
Assess Site Suitability
and Options
System Design
Q2
Q1
Q
2
O3
2
P4
2
Q3
2
Q4
2
Specify Heat Pump Type

and Performance Design
Specifications
Q5
2
Describe Local and

Provincial Regulatory
Design Standards
Q6
2
Describe Operational
Limitations for Various
Load Applications in New
and Retrofit Construction
Q7
2
Describe Control
Strategies
Controls Design
Describe Hydronic
Control
Describe Forced Air

Control
Describe Chilled Water
R
R1
2
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R2
2
R3
2
R4
2
12
Section 2
Program Overview
Piping and Ducting
Design
S
Describe Buffer Tank,

Radiant and Heat Pump
Piping
S1
Describe Direct Cooling
Describe DeSuperheaters and

Domestic Hot Water
Describe Freeze
Protection
S2
Describe Forced Air Duct

Size Modifications
S4
Describe Vibration
Control and Sound
Attenuation
S5
S6
S3
2
Perform an Examination
of Loop Systems
System Installation
Attain Socket Fusion

Certification
T1
T
2
T2
2
Describe Loop
Manifolding Types and
Installation Procedures
Construct a Plan for

Pressure Testing,
Purging, and Flushing
T7
2
System Commissioning
Evaluate System
Performance
U1
2
Servicing and
Troubleshooting
T8
2
Describe System Start-up

Procedures
01/14
Demonstrate Complete
Loop System Installation
Sequence
T3
2
U3
Differentiate Between
Various Drilling Methods
Describe Grouting
Procedures
T5
2
T6
2
U4
2
Evaluate Existing System

V2
Describe Installation
Requirements for Various
Loop Systems
T4
2
Demonstrate System to
Homeowner
Use Test Equipment
Prepare Site Plan

Documentation and
Describe Type of Freeze
Protection
T9
2
U2
V1
Prepare System
Documentation
Troubleshoot a System
Using Standard
Methodology
2
Repair Systems
V3
2
Service Components
V4
V5
2
13
Section 2
Program Overview
Training Topics and Suggested Time Allocation

Geothermal Technician Level 1: Common Core
% of Time
Line A
A1
A2
A3
A4
Residential Heating Industry

Describe the Construction Industry
Describe the Heating Trades and Their History
Describe the Purpose of the Trade
Describe Heating Systems
3%
Line B
B1
B2
B3
Apply Trades Math

Perform Basic Trades Math Calculations
Demonstrate Use of a 4-Function Calculator
Perform Imperial/Metric Trade Calculations and Conversions
10%
Line C
C1
C2
C3
10%
C4
C5
C6
C7
C8
Workplace Safety
Describe Common Hazards of the Trade
Describe WorkSafeBC Regulations With Respect to the Trade
Describe Employer and Employee Responsibilities as they apply to
Demonstrate Appropriate Use of PPE
Demonstrate Fall Protection and Use of Ladders and Scaffolding
Describe Safe Vehicle Operation and Loading
Achieve First Aid Level 1 Certification
Identify Professional Work Practices
Line D
D1
D2
D3
D4
D5
Safe Use and Care of Tools

Demonstrate Use of Measuring Tools
Demonstrate Use of Hand Tools
Demonstrate Use of Power Tools
Demonstrate Use of Powder Actuated Tools (HILTI Cert.)
Demonstrate Use of Shop Equipment
10%
Line E
E1
E2
E3
E4
Read Plans
Read and Interpret Plan Symbols and Plan Sections
Describe Principles of Scale and Convert Measurements to Scale
Read and Size Key Plan Elements Such as Windows and Doors
Recognize and Identify Key Structural Elements
7%
Line F
F1
F2
Perform Basic Drafting

Produce Orthographic and Isometric Drawings
Produce Flow and Assembly Drawings and Duct Layout Schematics
3%
Line G
G1
G2
G3
Basics of Framing
Describe Types of Construction
Describe and Apply Basic Framing
Describe Drilling, Cutting and Notching Constraints
7%
01/14
Theory
Practical
14
Section 2
Program Overview
% of Time
Line H
H1
Insulation, Vapour Barriers and the Building Envelope

Describe Types, R Values and Appropriate Application of Insulating
Materials
Describe and Identify Boundaries Between Conditioned and
Unconditioned Space
Describe Temperature Gradient, Dew Point and the Use of Air
Barriers
3%
Apply Fundamentals of Heat Loss/Heat Gain

Demonstrate Using R & U Values in Heat Loss and Gain
Calculations
Use Winter/ Summer Design Condition Tables
Perform Basic Heat Loss/Heat Gain Calculations
7%
20%
J5
Apply Basics of Electrical & Wiring

Describe Fundamentals of Electricity
Demonstrate Use of a Multimeter & Induction Ammeter
Read and Interpret Ladder & Wiring Diagrams
Use a Wiring Diagram to Wire a Class 2 Control Circuit and Describe
a Branch Circuit
Describe Breaker and Branch Circuit Wiring Feed to a Load
Line K
K1
K2
Ventilation
Describe Basic Ventilation Requirements
Describe and Apply Ventilation Code
7%
Line L
L1
L2
L3
Basic Heating
Describe Heat Distribution Systems
Describe Environmental Considerations
10%
Line M
M1
M2
M3
Apply Job Skills and Career Options

Describe Job Preparations to Maximize Efficiency
Describe Principles of Effective Time Management
Describe Effective Communication
3%
H2
H3
Line I
I1
I2
I3
Line J
J1
J2
J3
J4
Total Percentage for Geothermal Technician Level 1
01/14
Theory
Practical
100%
15
Section 2
Program Overview
Training Topics and Suggested Time Allocation

Geothermal Technician Level 2: Geothermal
% of Time
Line N
N1
Geothermal Aspect of the Heating Industry

Describe the History of and Rational for Geothermal Energy
Systems
Describe Basic Thermal Energy Exchange Principles
Describe Economic and Environmental Factors of the Thermal
Energy Exchange Industry
5%
Line O
O1
O2
O3
Geothermal Heat Pump Systems

Describe the Components of a Geothermal Heat Pump System
Describe Various Applications of Geothermal Heat Pump Systems
Describe Various Geothermal System Sources
10%
Line P
P1
P2
P3
P4
Field Analysis and Geology

Identify Soil and Rock Types
Determine Soil Thermo-conductivity and Diffusivity
Describe Regional Soil Types and Mean Temperature Conditions
Describe Environmental Impacts and Sensitivities
10%
Line Q
Q1
Q2
Q3
Q4
Q5
Q6
Q7
System Design
Assess Site Suitability and Options
Design Ground Heat Exchanger Systems
Determine System Heating and Cooling Loads / Requirements
Identify Heating/Cooling Distribution Method
Specify Heat Pump Type and Performance Design Specifications
Describe Local and Provincial Regulatory Design Standards
Describe Operational Limitations for Various Load Applications in
New and Retrofit Construction
20%
Line R
R1
R2
R3
R4
Controls Design
Describe Control Strategies
Describe Hydronic Control
Describe Forced Air Control
10%
Line S
S1
S2
S3
S4
S5
S6
Piping and Ducting Design

Describe Buffer Tank, Radiant and Heat Pump Piping
Describe De-Superheaters and Domestic Hot Water
Describe Freeze Protection
Describe Forced Air Duct Size Modifications
Describe Vibration Control and Sound Attenuation
10%
N2
N3
01/14
Theory
Practical
16
Section 2
Program Overview
% of Time
Line T
T1
T2
T3
T4
T5
T6
T7
T8
T9
System Installation
Perform an Examination of Loop Systems
Attain Socket Fusion Certification
Demonstrate Complete Loop System Installation Sequence
Describe the Installation Requirements for Various Loop Systems
Differentiate Between Various Drilling Methods
Describe Grouting Procedures
Describe Loop Manifolding Types and Installation Procedures
Construct a Plan for Pressure Testing, Purging, and Flushing
Prepare Site Plan Documentation and Describe Type of Freeze
Protection
15%
Line U
U1
U2
U3
U4
System Commissioning
Describe System Start-up Procedures
Evaluate System Performance
Prepare System Documentation
Demonstrate System to Homeowner
10%
Line V
V1
V2
V3
V4
V5
Servicing and Troubleshooting

Troubleshoot a System Using Standard Methodology
Use Test Equipment
Repair Systems
Service Components
10%
Total Percentage for Geothermal Technician Level 2
01/14
Theory
Practical
100%
17
Section 3
Program Content
SECTION 3
PROGRAM CONTENT
GEOTHERMAL TECHNICIAN
01/14
18
Program Content
Level 1
Level 1
COMMON CORE
01/14
19
Program Content
Level 1
Line (GAC):
RESIDENTIAL HEATING INDUSTRY
Competency:
A1
Describe the Construction Industry
Objectives
To be competent in this area, the individual must be able to:
Describe the characteristics of the BC residential construction industry and its relationship to other
sectors.
LEARNING TASKS
CONTENT
1.
General Contractors
Characteristics of the BC residential

construction industry
Building Contractors
Sub Contractors
2.
3.
Characteristics of various parts of

residential construction (i.e. single family,
duplex/row, multi-unit low-rise, multi-unit
high-rise)
Typical wood frame structures
Identify and discuss relationship to other

constructions sectors
Risk Factors
Steel stud structures

Concrete structures
Quality Standards
Contracts
Good communication
4.
Describe typical residential construction

job sites
Achievement Criteria:
The trainee shall complete a theory assessment on this modules content. Pass mark 70%.
01/14
20
Program Content
Level 1
Line (GAC):
Competency:
A2
Describe the Heating Trades and Their History
Objectives
Describe the trades in the residential heating industry and the history of these trades.
LEARNING TASKS
CONTENT
1.
HVAC
Describe types of heating trades
Hydronics
Geothermal
Refrigeration
2.
Describe how a Certified Heating

Technician relates to other trades in the
industry
3.
Describe the history/evolution of the

heating trades
4.
Overview of heating trades occupations

and relationship to other occupations in
the industry
5.
Describe heating and cooling systems
Sheet Metal
Gas
01/14
21
Program Content
Level 1
Line (GAC):
Competency:
A3
Describe the Purpose of the Trade
Objectives
Describe the role (CHT) in the context of the construction industry.
LEARNING TASKS
1.
Health
2.
Climate control
CONTENT
01/14
22
Program Content
Level 1
Line (GAC):
Competency:
A4
Describe Heating Systems
Objectives
Identify the components and describe the basic concepts of heating systems that use either water or
air as the heating medium.
LEARNING TASKS
CONTENT
1.
Identify basic components of hot air

systems
Furnaces, plenums, ducting, registers
2.
Identify basic components of hydronic

systems
Boilers, distributions piping, heat emitters

controls
3.
Describe buildings heating requirements
Types of heat losses, types of heat transfer
4.
Describe how forced air transfers heat to

the building
5.
Describe how hydronic systems transfers

heat to building
01/14
23
Program Content
Level 1
Line (GAC):
APPLY TRADES MATH
Competency:
B1
Perform Basic Trades Math Calculations
Objectives
Conduct basic construction math calculations.
LEARNING TASKS
CONTENT
1.
Add, subtract, multiply, divide
Handling construction numbers.
2.
Metric, Imperial and fractions
Metric to Imperial and Imperial to Metric
3.
Ratio and proportion
Typical construction problems
4.
Basic geometry
Typical construction problems
5.
Basic trigonometry
Basic trig for construction
6.
Algebra
Basic construction formulas

Specify area and volumes
Trainees will be given examination questions containing construction calculations.
Theory pass mark 70%.
01/14
24
Program Content
Level 1
Line (GAC):
APPLY TRADES MATH
Competency:
B2
Demonstrate Use of a 4-Function Calculator
Objectives
Use a 4-function calculator.
LEARNING TASKS
1.
CONTENT
Use 4-function calculators
Criteria include addition, subtraction, multiplication and division. Pass mark 70%.
01/14
25
Program Content
Level 1
Line (GAC):
APPLY TRADES MATH
Competency:
B3
Perform Imperial/Metric Trade Calculations and Conversions
Objectives
Use metric-imperial conversions to perform trade math calculations.
LEARNING TASKS
1.
Apply metric units in trades math

calculations
2.
Apply imperial units in trades math

calculations
3.
Calculate conversions
CONTENT
Convert imperial to metric
Convert metric to imperial
Criteria included basic unit, common conversations, etc. Pass mark 70%.
01/14
26
Program Content
Level 1
Line (GAC):
WORKPLACE SAFETY
Competency:
C1
Describe Common Hazards of the Trade
Objectives
Recognize common hazards associated with the trade and describe how to avoid these hazards.
LEARNING TASKS
CONTENT
1.
Describe hazardous locations
2.
Describe chemical hazards
3.
Describe fire hazards
4.
Describe hazards related to confined

space
5.
Describe hazards related to fumes,

chemical contact, noise, vibrating tools
01/14
27
Program Content
Level 1
Line (GAC):
WORKPLACE SAFETY
Competency:
C2
Describe WorkSafeBC Regulations With Respect to the Trade
Objectives
Describe the role of the WorkSafeBC, how to report an injury, and describe trade related injuries and
illnesses.
LEARNING TASKS
CONTENT
1.
Inspects places of employment
Describe the role of the WorkSafeBC
Investigates accidents and causes of industrial

disease
Assists in developing health and safety
programs
Provides rehabilitation and retraining for injured
workers
Assists in creating a safe place to work
2.
Reporting an injury
Identify first-aid room

Get first-aid
Get medical attention
Notify your supervisor
3.
Describe trade related injuries and

illnesses
Assessing risks and hazards

Precautions
Criteria include hazard inspections, safe work procedures, role of supervisors, parts of the BC Workers
Compensation Act, safety committees, safety policies and plans, responsibilities, employer roles, due
diligence, investigations and others. Pass mark 70%.
01/14
28
Program Content
Level 1
Line (GAC):
WORKPLACE SAFETY
Competency:
C3
Describe Employer and Employee Responsibilities as they apply to

Objectives
Describe the responsibilities employers and employees have with respect to WorkSafeBC regulations.
LEARNING TASKS
1. Employer responsibilities
CONTENT
Ensure health and safety of workers.
Remedy hazardous workplace conditions.
Ensure that workers are aware of health or
safety hazards.
Establish occupational health and safety policies
and programs.
Provide protective equipment, devices and
clothing and ensure that these are used.
Provide workers with the information, instruction,
training and supervision necessary to ensure the
health and safety of workers.
Make a copy of the worksafebc act and the
regulations readily available.
Consult and cooperate with the joint committees
and worker health and safety representatives.
Cooperate with the worksafebc, officers of the
board and any other person carrying out a duty
under this part or the regulations.
2.
Take reasonable care to protect the workers

health and safety.
Carry out work in accordance with established
safe work procedures.
Use or wear protective equipment.
Ensure that the ability to work is not impaired by
alcohol, drugs or other causes.
Report to the supervisor or employer any
contravention of the regulations, absence of or
defect in any protective equipment, any other
hazard, that the worker considers is likely to
endanger the worker or any other person.
Cooperate with the joint committee or worker
health and safety representative.
Cooperate with the board, officers of the board
and any other person carrying out a duty under
this part or the regulations.
Employee responsibilities
01/14
29
Program Content
Level 1
Line (GAC):
WORKPLACE SAFETY
Competency:
C4
Demonstrate Appropriate Use of PPE
Objectives
Describe and correctly use personal protective equipment (PPE).
LEARNING TASKS
CONTENT
1.
Close-fitting pants, shirts and jackets
Describe proper work clothing
Safety-toe workboots
Protection of hair
Precautions regarding jewelry, etc.
Hard hat
Gloves
2.
Describe protective equipment
Safety goggles
Face shield
Ear plugs
Respirators
Dust masks
Gloves
Knee pads
3.
Use respirator protection
Protection factors
Air purifying
Fit testing
Selection of cartridge
4.
Overview of various types of sites
Commercial high rise

Residential high rise
Service
Criteria include hard hats, long hair, breathing aspirators, eye protection, adequate/non-adequate hearing
protection, foot protection, and others. Pass mark 70%.
01/14
30
Program Content
Level 1
Line (GAC):
APPLY WORKPLACE SAFETY
Competency:
C5
Demonstrate Fall Protection and Use of Ladders and Scaffolding
Objectives
Select appropriate type of ladder for the job, describe correct storage, maintenance and transport of
ladders, and use ladders safely in various conditions.
Select correct scaffolding for job conditions, describe correct storage, maintenance and transport of
scaffolding, and use scaffolding safely in various conditions.
LEARNING TASKS
CONTENT
1.
Trestle ladder
Describe types of ladders
Extension trestle ladder

Stepladder
Single ladder
Extension ladder
2.
Storage
Demonstrate care of ladders
Maintenance
Transporting
Inspection
Stepladder
Single ladder
Extension ladder (two sections)
Extension ladder (three sections)
Correct material (wood, aluminum, fiberglass)
3.
Demonstrate ability to use ladders safely
Around electricity
Slippery surfaces
Poor footing uneven terrain
Traffic areas
Carrying procedures
Climbing procedures
4.
Explain ladder uses
Selecting proper ladder for the job
5.
Describe types of scaffolding
Wood
Ladder jacks
Trestle
Tube and coupler
Tower and rolling
01/14
31
Program Content
Level 1
6.
Demonstrate care of scaffolding
Storage
Maintenance
Transporting
7.
Select correct scaffolding for job

conditions
Ladder jacks
Trestle
Tube and coupler
Tower or rolling
Wood or metal
8.
Demonstrate the ability to safely use

scaffolds
Around electricity
Slippery surfaces
Poor footing uneven terrain
Traffic areas
Carrying procedures
Erection procedures
Climbing procedures
Working procedures above safe landing
Follow all manufacturers guidelines
Criteria include types of ladders, finishes, sizes and measurements, correct slope, safe use of ladder jack
scaffolds, swing stage sizes and measurements, measurements of planks, guardrails, toe boards, widths,
working at heights and others. Pass mark 70%.
01/14
32
Program Content
Level 1
Line (GAC):
WORKPLACE SAFETY
Competency:
C6
Describe Safe Vehicle Operation and Loading
Objectives
Identify and describe the safe use of various types of material handling vehicles.
LEARNING TASKS
CONTENT
1.
Types
Identify and explain the use of a boom

truck, man lift, and scissor lift
Uses
Safety
2.
Identify and explain the use of a forklift
Sizes and Capacities

Safety
3.
Identify and explain the use of a bobcat
Types
Uses
Safety
The trainee will complete a multiple choice test to assess their understanding of this material. Pass mark
70%. Practical 100% within specifications, safety standards and timeframes.
01/14
33
Program Content
Level 1
Line (GAC):
WORKPLACE SAFETY
Competency:
C7
Achieve First Aid Level 1 Certification
Objectives
Externally referenced.
LEARNING TASKS
CONTENT
1.
Emergency scene management
Use Level 1 First Aid techniques
Cuts and bleeding

Shock, unconsciousness and fainting
Electric shock
CPR
Choking
2.
Complete Level 1 First Aid training course
Third party content
Attain Level One First Aid Certification.
01/14
34
Program Content
Level 1
Line (GAC):
WORKPLACE SAFETY
Competency:
C8
Identify Professional Work Practices
Objectives
Describe fire safety procedures and the role of safety committees.
LEARNING TASKS
CONTENT
1.
Classifications
Describe fire safety procedures
Types of Equipment
Prevention
2.
Describe safety committees
Legislation
Purpose
Structure
The trainee shall successfully complete a theory test on this modules content. Pass mark 70%. Practical
100% within specifications, safety standards and timeframes
01/14
35
Program Content
Level 1
Line (GAC):
SAFE USE AND CARE OF TOOLS
Competency:
D1
Demonstrate Use of Measuring Tools
Objectives
Describe and demonstrate the correct use of measuring and layout tools.
LEARNING TASKS
CONTENT
1.
Imperial tape measures
Metric tape measures
Combination square
Chalk line
Plumb bob
Spirit level
Laser level
Tape
Use with utility knife to measure and score

gypsum wallboard
To square off grid, walls, etc. using 3, 4, 5
To determine radius points
To draw arches
To bisect angles
Read Imperial measurements
Read metric measurements
2.
3.
Describe measuring tools
Describe layout tools
Demonstrate use of measuring tools
Convert metric to Imperial and Imperial to

metric
4.
Demonstrate methods of checking for

accuracy and making adjustments
Spirit levels
Laser beacon
Water level
100% within specifications, safety standards and timeframes.
01/14
36
Program Content
Level 1
Line (GAC):
Competency:
D2
Demonstrate Use of Hand Tools
Objectives
Identify and safely use hand tools.
LEARNING TASKS
CONTENT
1.
Describe types of hand tools
Hand tools used by all construction
Types of hand tools

o Screwdrivers
o Chisels
o Tools in scaffolds
o Drill bits
o T-bevels
o Squares
o Plumb bobs
o Hammers
o Files
o String lines
o Hacksaws
o Hand saws
Note: Refer to Section 3 Under Tools & Equipment
for a complete list of hand tools
2.
Demonstrate care and maintenance of

hand tools
Safe use
Care, cleaning
Storage
Maintenance
To manufacturers specifications
Criteria include personal protective equipment, use of screwdrivers, chisels, tools in scaffolds, drill bits, Tbevels, squares, plumb bobs, hammers, hacksaws, files, string lines, hand saws, etc. Pass mark 70%
01/14
37
Program Content
Level 1
Line (GAC):
Competency:
D3
Demonstrate Use of Power Tools
Objectives
Demonstrate and describe the safe use of power tools.
LEARNING TASKS
CONTENT
1.
Screw gun
Drill
Hammer drills
Rotohammer
Sabre saw
Circular saw
Hand power saw
Routers
Plunge routers
Chain saw
Angle grinder
Staple gun
Safe use
Care, cleaning
Storage
Maintenance
To manufacturers instruction
2.
Describe power tools
Demonstrate correct use, storage and

maintenance of power tools
Criteria include drilling concrete, drilling large holes, accidental starts, measurements, guards, use of
power tools. Pass mark 70%.
01/14
38
Program Content
Level 1
Line (GAC):
Competency:
D4
Demonstrate Use of Powder Actuated Tools (Manufacturer

Certification)
Objectives
Obtain powder actuated tool-specific certification*.
LEARNING TASKS
CONTENT
1.
Tool safety
Third party content
2.
Charges and nails
Third party content
3.
Tool maintenance
Third party content
4.
Concrete project
Third party content
5.
Steel project
Third party content
The trainee shall pass a recognized Powder Actuated Tool Certificate Course. The trainee will
demonstrate competency by completing the projects identified within this module.
*HILTI or equivalent.
01/14
39
Program Content
Level 1
Line (GAC):
Competency:
D5
Demonstrate Use of Shop Equipment
Objectives
Demonstrate and describe the safe use of shop equipment.
LEARNING TASKS
CONTENT
1.
Chop saw
Describe equipment
Shears
Breaks
Mitre saw
Drill press
2.
Demonstrate ability to use shop

equipment safely
To manufacturers instructions
To WorkSafeBC regulations
Criteria include radial arm saw operation, drill presses, table saw operation, chop saw operation, power
nailers, air-powered tools, personal protective equipment, etc.
Pass mark 70%.
01/14
40
Program Content
Level 1
Line (GAC):
READ PLANS
Competency:
E1
Read and Interpret Plan Symbols and Plan Sections
Objectives
Interpret and describe shop drawings, drafting conventions, and project drawings and specifications.
LEARNING TASKS
CONTENT
1.
Architectural drawings
Structural drawings
Shop drawings
Floor drawings
Site drawings
Elevation drawings
Shop drawings
Plans
Specifications
Addenda
Specifications
Addenda
Scaled drawings
Organization of building drawings/details
Architects and engineers specifications
Manufacturers specifications and installation

guides, e.g., environmental and climate
requirements
Describe types of drawings
2.
Identify symbols
3.
Locate information
4.
5.
Describe the purpose
Locate specific information from
6.
Symbols used in forcedair ducting and

hydronic piping
7.
Extract specific information from building

plans/blueprints
8.
Demonstrate ability to read

plans/blueprints
9.
Be able to read specifications
10.
Demonstrate ability to read specifications
01/14
41
Program Content
Level 1
Criteria includes purpose of project specifications and drawings, conflicts, orthographics, preparing shop
drawings, isometric projections, etc.
Pass mark 70%
01/14
42
Program Content
Level 1
Line (GAC):
READ PLANS
Competency:
E2
Describe Principles of Scale and Convert Measurements to Scale
Objectives
Describe the principles of scale and convert measurements to scale.
LEARNING TASKS
1.
Describe principles of scale
2.
Convert measurements to scale
CONTENT
The trainee shall complete an assessment on this modules content. Pass mark 70%.
01/14
43
Program Content
Level 1
Line (GAC):
READ PLANS
Competency:
E3
Read and Size Key Plan Elements Such as Windows and Doors
Objectives
Describe door and window schedules, grid lines and elevations, and read reflected ceiling plans.
LEARNING TASKS
CONTENT
1.
Door schedules
Window schedules
Describe schedules
2.
Describe grid lines in plans and in

elevation
Finding vertical in plane
3.
Use reflected ceiling plans
Read reflected ceiling plans
Criteria include schedule forms, how they are depicted, type of information, common types of grid
systems, master/secondary grids, basic metric module grid, benchmarks in a building, basic imperial
measure grids, elevations, etc. Pass mark 70%.
01/14
44
Program Content
Level 1
Line (GAC):
READ PLANS
Competency:
E4
Recognize and Identify Key Structural Elements
Objectives
Read plans, identify conflicts and sketch simple details including bearing points, beam, truss and joist
layouts.
LEARNING TASKS
CONTENT
1.
Identify types of drawings
Architectural, residential, floor pans,

elevations, cross sections
2.
Use structural drawings
Construction details, footings and foundations,

cross sections, wall sections, etc.
3.
Use contract documents and

specifications
Contracts, drawings and specifications, using

specifications
4.
Identify potential plan/drawing conflicts
Priorities, change orders, addenda,

agreements, drawings, precedence of contract
documents
5.
Sketch simple details
Make simple sketches
6.
Describe the basic implications of using

engineered construction products in a
variety of applications
Given a building plan and multiple-choice test, the trainee will demonstrate their ability to identify and
interpret drawings. Identify errors and conflicts. Sketch simple details. Pass mark 70%. Practical 100%
within specifications, safety standards and timeframes.
01/14
45
Program Content
Level 1
Line (GAC):
PERFORM BASIC DRAFTING
Competency:
F1
Produce Orthographic and Isometric Drawings
Objectives
Produce orthographic and isometric drawings.
LEARNING TASKS
CONTENT
1.
Lines
Symbols
Call-out Bubbles
Page Layout
Titles
Equipment
Discuss Isometric view
Illustrate system using Isometric view
Discuss Orthographic view
Illustrate system using Orthographic view
Discuss Flow view
Illustrate system using Flow view
2.
3.
4.
Basic Board Techniques
Sketch Isometric Drawings
Sketch Orthographic Drawings
Sketch Flow Drawings
01/14
46
Program Content
Level 1
Line (GAC):
PERFORM BASIC DRAFTING
Competency:
F2
Produce Flow and Assembly Drawings and Duct Layout Schematics
Objectives
Produce flow and assembly drawings and duct layout schematics.
LEARNING TASKS
CONTENT
1.
Discuss flow drawings
Illustrate system using flow drawing
Produce Flow Drawings
01/14
47
Program Content
Level 1
Line (GAC):
BASICS OF FRAMING
Competency:
G1
Describe Types of Construction
Objectives
Describe forms and foundations used in residential construction.
LEARNING TASKS
1.
Forms
2.
Framing
3.
Foundations
CONTENT
01/14
48
Program Content
Level 1
Line (GAC):
BASICS OF FRAMING
Competency:
G2
Describe and Apply Basic Framing
Objectives
Describe and identify dimensional lumber and engineered wood products.
LEARNING TASKS
CONTENT
1.
Nominal vs. actual sizes.
Types: lumber, boards, joists/planks,

beams/stringers, posts/timbers, decking.
Grades
Defects
Lumber sold by the piece
Piece by piece estimating
Determine the lengths
Calculations (table)
Costs
Taxes
Waste factors
Load bearing components
Identification of load bearing components
Describe the importance of providing support

up the foundation up to the top of a beam or
wall
2.
3.
Identify standard sizes and grades of

framing lumber
Estimate lumber quantities
Describe load bearing walls, beams,

columns, posts, footings, and foundations
Trainee will be able to identify construction details, material types, material characteristics, material
grades, grade stamps and material quantities. Pass mark 70%.
01/14
49
Program Content
Level 1
Line (GAC):
BASICS OF FRAMING
Competency:
G3
Describe Drilling, Cutting and Notching Constraints
Objectives
Having completed the module on construction issues related to load, trainees will become familiar with
the constraints upon drilling, cutting or notching building structures
LEARNING TASKS
CONTENT
1.
Describe what can or can not be drilled
2.
Describe what can or can not be cut
3.
Describe what can or can not be notched
01/14
50
Program Content
Level 1
Line (GAC):
INSULATION, VAPOUR BARRIERS AND THE BUILDING

ENVELOPE
Competency:
H1
Describe Types, R Values and Appropriate Application of Insulating

Materials
Objectives
Describe types of insulation, thermal resistance, and the appropriate application of insulating
materials.
LEARNING TASKS
CONTENT
1.
Describe heat flow mechanisms
From higher to lower temperatures via one or

more of the following mechanisms: conduction,
convection and radiation
2.
Describe the principles of insulation

performance
Reduction of heat flow through building

envelope by reducing conductance
Insulation holds air (a poor conductor) in small

pockets
3.
Describe types of insulation
4.
Describe R Values
5.
Describe appropriate application of

insulating materials
01/14
51
Program Content
Level 1
Line (GAC):

ENVELOPE
Competency:
H2
Describe and Identify Boundaries between Conditioned and

Unconditioned Space
Objectives
Identify boundaries between conditioned and unconditioned air.
LEARNING TASKS
CONTENT
1.
Describe conditioned and unconditioned

space
2.
Describe boundaries
3.
Identify conditioned spaces, unconditioned

spaces and boundaries
01/14
52
Program Content
Level 1
Line (GAC):

ENVELOPE
Competency:
H3
Describe Temperature Gradient, Dew Point and the Use of Air

Barriers
Objectives
Explain the forces that cause water movement through a wall assembly including gravity, wind,
momentum and capillarity.
LEARNING TASKS
CONTENT
1.
Explain concept of moisture balance
Moisture in a building assembly cannot

accumulate faster than its storage capacity (to
a level that does not degrade its performance)
plus its ability to remove moisture
2.
Describe the overall strategy for moisture

control in walls
Control moisture entry
Control moisture accumulation
Control moisture removal (drying)
3.
Describe rainscreen and requirements for

penetrating it
By practical demonstration and identification of picture graphic elements the trainee will pass a written
(open book) test by achieving 75% or above. This standard is a medium minimum because of the
technical nature of the information. Achievement below 75% will require a re-test until over 75% is
attained. Certificate cannot be granted until this competency level is achieved.
01/14
53
Program Content
Level 1
Line (GAC):
APPLY FUNDAMENTALS OF HEAT LOSS/ HEAT GAIN
Competency:
I1
Demonstrate Using R & U Values in Heat Loss and Gain

Calculations
Objectives
Demonstrate the correct use of R and U values in heat loss and heat gain calculations.
LEARNING TASKS
1.
CONTENT
Calculate Heat Loss and Heat Gain for

Individual Elements
demonstration of the competency must also repeatedly meet industry standards as determined by the
instructor.
01/14
54
Program Content
Level 1
Line (GAC):
Competency:
I2
Use Winter/Summer Design Condition Tables
Objectives
Identify and use Winter/Summer design condition tables correctly.
LEARNING TASKS
1.
Identify tables
2.
Apply knowledge of design condition

tables
CONTENT
The trainee shall successfully complete a theory test on this modules content. Pass mark 70%.
01/14
55
Program Content
Level 1
Line (GAC):
Competency:
I3
Perform Basic Heat Loss / Heat Gain Calculations
Objectives
Perform basic heat loss/heat gain calculations.
LEARNING TASKS
CONTENT
1.
Skin losses
Air losses
Perform heat loss/heat gain worksheet

calculations
01/14
56
Program Content
Level 1
Line (GAC):
APPLY BASICS OF ELECTRICAL & WIRING
Competency:
J1
Describe Fundamentals of Electricity
Objectives
Explain basic principles of electricity and safety issues. They will be able to analyze circuits, describe
components, identify electrical symbols and apply electrical code to basic wiring.
LEARNING TASKS
CONTENT
1.
Describe the atom and electrons
Describe voltage, current, and resistance
Describe Ohms Law
Apply Ohms Law
Conversions
Describe electrical conductors
Describe series circuit
Describe parallel circuit
Describe series circuit
Diagrams
Applications
Calculations using Ohms Law
Diagrams
Applications
2.
3.
4.
Explain basic DC electricity principles
Describe electrical circuits
Describe parallel circuits
Simple series / parallel circuit
5.
Analyze AC/DC circuits
Explain electrical safety
6.
Describe alternating current
Sine wave (hertz)
Generation
Analysis using Ohms Law (Series, Parallel)
Describe transformers
Describe relays
Describe solenoids
Recognized electrical symbols used in the

hydronics industry
7.
8.
Describe Transformers, relays and

solenoids
Identify basic schematic symbols
01/14
57
Program Content
Level 1
9.
10.
Apply electrical code to basic single phase

wiring
Describe direct digital control
Describe basic single-phase branch circuits
Describe grounding (safety)
Describe circuit breaker operation
Describe fuses
Select wire based on application
Size wire based on ampacity
01/14
58
Program Content
Level 1
Line (GAC):
Competency:
J2
Demonstrate Use of a Multimeter & Induction Ammeter
Objectives
Operate multimeters and induction ammeters.
LEARNING TASKS
CONTENT
1.
Describe multimeter functions
Describe safe operation of multimeter
Use multimeters to make measurements
Describe induction ammeter
Describe safe operation of induction ammeter
Use induction ammeter to make

measurements
2.
Demonstrate basic multimeter operation
Demonstrate use of an induction (clamp

on) ammeter
instructor.
01/14
59
Program Content
Level 1
Line (GAC):
Competency:
J3
Read, Interpret and Produce Ladder & Wiring Diagrams
Objectives
Read, interpret and produce ladder and wiring diagrams.
LEARNING TASKS
1.
Describe ladder diagrams
CONTENT
Advantages
Primary/secondary sides
Parallel/series configurations
01/14
60
Program Content
Level 1
Line (GAC):
Competency:
J4
Use a Wiring Diagram to Wire a Class 2 Control Circuit and

Describe a Branch Circuit
Objectives
Use a wiring diagram to wire Class 2 control circuits and will be able to describe a branch circuit.
LEARNING TASKS
1.
2.
CONTENT
Describe wiring diagram for control and

branch diagrams
Control
Branch
Demonstrate wiring procedures for Class

2 control circuitry
instructor.
01/14
61
Program Content
Level 1
Line (GAC):
BASICS OF ELECTRICAL & WIRING
Competency:
J5
Describe Breaker and Branch Circuit Wiring Feed to a Load
Objectives
Describe the components that make up a branch circuit, including breakers wiring and code aspects of
each. Learner will be able using electrical code to size select breakers wiring and disconnects based
on application and load.
LEARNING TASKS
CONTENT
1.
Describe branch circuit including breakers,

wire types, junction boxes disconnect
switches
2.
Describe breaker and their purpose
3.
Use electrical code to size select wiring,

breaker and disconnects
01/14
62
Program Content
Level 1
Line (GAC):
VENTILATION
Competency:
K1
Describe Basic Ventilation Requirements
Objectives
Describe ventilation capabilities and limitations.
LEARNING TASKS
CONTENT
1.
Moisture
Carbon dioxide
Flow rate
Pressure
Air
Density
Velocity
2.
Ventilation requirements
Air flow basics
3.
Combustion air
4.
Circulation air
5.
Exhaust air
6.
Make-up air
01/14
63
Program Content
Level 1
Line (GAC):
VENTILATION
Competency:
K2
Describe and Apply BC Ventilation Code
Objectives
Locate the ventilation section (section 932) of the current BC Building Code and describe and apply the
ventilation aspects of the code.
LEARNING TASKS
1.
Non-distributed ventilation systems
2.
Distributed ventilation Systems
3.
HRV ventilation systems
CONTENT
01/14
64
Program Content
Level 1
Line (GAC):
BASIC HEATING
Competency:
L1
Objectives
Identify and select several types of heat sources.
LEARNING TASKS
CONTENT
1.
Gas, wood, electrical, oil
Steel, cast iron, copper tube
High and standard efficiency boilers
Air to air;
Air to water
Geothermal forced air
Geothermal Hydronic
Gas;
Electric
On-demand
Drain back
Evacuated tube
Gas
Propane
Condensing
Electric
Oil
Wood
80% efficiency
90% efficiency
95% efficiency
2.
3.
4.
5.
6.
Describe types of boilers
Describe heat pumps
Describe water heater
Describe solar water heaters
Describe types of furnaces
Describe efficiency types
01/14
65
Program Content
Level 1
Line (GAC):
BASIC HEATING
Competency:
L2
Describe Heat Distribution Systems
Objectives
Compare several distribution systems.
LEARNING TASKS
CONTENT
1.
Describe direct return/ parallel
Show diagrams and application
2.
Describe reverse return/parallel
3.
Describe series loop
4.
Describe mono flow
5.
Describe primary secondary
6.
Describe zoning
7.
Describe various duct fittings and pipe;

registers; grills; louvre
8.
Describe types of airflow; downflow;

upflow; horizontal
9.
Describe return air
10.
Describe supply Air
11.
Describe insulation of ducts reasons

and purposes
01/14
66
Program Content
Level 1
Line (GAC):
BASIC HEATING
Competency:
L3
Describe Environmental Considerations
Objectives
The learner will be familiar with the environmental considerations of the hydronic heating systems
LEARNING TASKS
CONTENT
1.
High supply temperatures
Air temperature stratification
Excessive heat loss from radiant slabs
2.
Reduced efficiency due to improper boiler

selection, installation, control
3.
Reduced efficiency and comfort due to

improper furnace selection
Short cycling appliance; noisy operation; air

temperature stratification
4.

improper duct sizing and distribution
design
Cold/hot rooms/areas; noisy outlets; potential

interference with other combustion appliances
5.

improper A/C or heat pump selection
Cold/hot rooms/areas; noisy outlets; air noise

at supply or return grills; failure of compressor;
noisy condenser
01/14
67
Program Content
Level 1
Line (GAC):
APPLY JOB SKILLS AND CAREER OPTIONS
Competency:
M1
Describe Job Preparations to Maximize Efficiency
Objectives
Describe the preparations needed to ensure efficiency on the job.

LEARNING TASKS
1.
Organizational skills
2.
Task management
3.
Job planning
CONTENT
01/14
68
Program Content
Level 1
Line (GAC):
Competency:
M2
Describe Principles of Effective Time Management
Objectives
Describe principles of effective time management and how the principles apply to their role on the job.
LEARNING TASKS
1.
Developing to-do lists or action plans
2.
Prioritizing tasks
3.
Avoiding procrastination
4.
80-20 rule
CONTENT
01/14
69
Program Content
Level 1
Line (GAC):
Competency:
M3
Describe Effective Communication
Objectives
Describe the basic principles of effective communication and relate these principles to their role on the
job.
LEARNING TASKS
1.
Listening skills
2.
Customer service
3.
Team work
CONTENT
01/14
70
Program Content
Level 2
LEVEL 2
01/14
71
Program Content
Level 2
Line (GAC):
GEOTHERMAL ASPECT OF THE HEATING INDUSTRY
Competency:
N1
Describe the History of and Rational for Geothermal Energy

Systems
Objectives
Identify the key aspects of the Geothermal Heating Industry and its benefits.
LEARNING TASKS
CONTENT
1.
Harnessing surface sources
Mechanical extraction
Active vs passive sources
Review history of the industry
2.
Describe the present state of the industry
Structure
3.
Describe the rational for geothermal

energy
Cost Effectiveness
Clean sources
Alternatives not available
Achieve at least 70% on a written test.
01/14
72
Program Content
Level 2
Line (GAC):
Competency:
N2
Describe Basic Thermal Energy Exchange Principles
Objectives
Describe the basic principles of increasing usable heat from low temperature sources.
LEARNING TASKS
CONTENT
1.
Ground loop
Heat pump circuit (Refrigeration)
Distribution
Describe the three loops of a thermal

energy exchange system
01/14
73
Program Content
Level 2
Line (GAC):
Competency:
N3
Describe Economic and Environmental Factors of the Thermal

Energy Exchange Industry
Objectives
Describe the economic and environmental advantages of energy exchange.
LEARNING TASKS
CONTENT
1.
Heat pump source usage
Consideration of electricity source (hydro vs

carbon)
Components
Pure electricity
Coefficient of Performance (COP)
Energy Efficiency Ratio (EER)
2.
Research environmental aspects
Perform life cycle cost analysis on various

system options
01/14
74
Program Content
Level 2
Line (GAC):
GEOTHERMAL HEAT PUMP SYSTEMS
Competency:
O1
Describe the Components of a Geothermal Heat Pump System
Objectives
Describe the operation of the three loops of a geothermal heat pump and the operation of a
geothermal heat pump refrigeration cycle.
LEARNING TASKS
CONTENT
1.
2.
3.
4.
Describe heat transfer
Describe refrigerants
Describe the refrigeration cycle
Diagram loops in a water to air and a

water to water heat pump
Temperature differential
Medium - Air
o Specific heat
o Specific gravity
Medium - Water
o Specific heat
o Specific gravity
Medium - Anti-freeze
o Specific heat
o Specific gravity
Flow rate
o Viscosity
Conductivity of heat exchanger

o Efficiency
Types
Characteristics (latent heat)
Environmental impacts
Evaporation
Condensation
Compression
Metering
Reversing valve
Heat extraction
Heat absorption
01/14
75
Program Content
Level 2
Line (GAC):
Competency:
O2
Describe Various Applications of Geothermal Heat Pump Systems
Objectives
Describe a range of applications of energy exchange systems encompassing the breadth and the full
concept of energy exchange.
LEARNING TASKS
CONTENT
1.
Investigate water to air systems
Transfer of heat to/from refrigeration coil to

forced air system
2.
Investigate water to water systems
Transfer of heat to/from refrigeration coil to

water distribution systems
3.
Investigate combination systems
4.
Explore innovative aspects of energy

exchange
Extract heat from an ice rink arena to heat a

swimming pool
5.
Limitations of heat pump systems
Temperature output
01/14
76
Program Content
Level 2
Line (GAC):
Competency:
O3
Describe Various Geothermal System Sources
Objectives
Differentiate options in geo-thermal sources.
LEARNING TASKS
CONTENT
1.
Surface water
Ground water
Earth
Air
Direct
Indirect
Vertical
Horizontal
Slinky
Water based
2.
3.
Describe various sources
Investigate open loop options
Investigate closed loop options
01/14
77
Program Content
Level 2
Line (GAC):
FIELD ANALYSIS AND GEOLOGY
Competency:
P1
Identify Soil and Rock Types
Objectives
Interpret ground conditions with respect to determining thermal conductivity and drilling/trenching
options.
LEARNING TASKS
CONTENT
1.
Fine grain
Course grain
Organic
Clean
Dirty
Moisture content
Petrologic groups
Related TCs
2.
Learn about soils
Learn about rocks
01/14
78
Program Content
Level 2
Line (GAC):
Competency:
P2
Determine Soil Thermo-conductivity and Diffusivity
Objectives
Perform field tests to determine soil thermo-conductivity and thermo-diffusivity for different soils and
rocks.
LEARNING TASKS
CONTENT
1.
TC
TD
Determine when to do it (feasibility)
Testing
Describe thermo-conductivity (TC) and

thermo-diffusivity (TD)
2.
Relate TD/TC to different soils and

different rocks
3.
Perform field thermo-conductivity and

thermo-diffusivity testing
instructor.
01/14
79
Program Content
Level 2
Line (GAC):
Competency:
P3
Describe Regional Soil Types and Mean Temperature Conditions
Objectives
Analyze soil temperature variations.
LEARNING TASKS
CONTENT
1.
Depth
Region
Season
Soil composition
Investigate soil temperatures
01/14
80
Program Content
Level 2
Line (GAC):
Competency:
P4
Describe Environmental Impacts and Sensitivities
Objectives
Describe environmental concerns.
LEARNING TASKS
CONTENT
1.
Thermal variance
Aquifer contamination
Greenhouse gas emissions
Diminishing availability of fossil fuels
Antifreeze contamination
Protection of municipal water system
Investigate and describe environmental

issues
01/14
81
Program Content
Level 2
Line (GAC):
SYSTEM DESIGN
Competency:
Q1
Assess Site Suitability and Options
Objectives
Determine the best loop design options for a site.
LEARNING TASKS
CONTENT
1.
Bodies of water (and temp)
Soil condition
Grade
Placement
loop types
Open/closed
Design
Cost
Property boundaries
Legal restrictions
Load plans
2.
3.
Assess site geology
Assess viability of loop options for site
Determine site plan
Achieve at least 70% on a written test
Including assessing site options in case studies.
01/14
82
Program Content
Level 2
Line (GAC):
SYSTEM DESIGN
Competency:
Q2
Design Ground Heat Exchanger Systems
Objectives
Make appropriate ground exchanger choices.
LEARNING TASKS
CONTENT
1.
Temperatures
Manifolding
Loop length
Pattern
Diameter
Depth
Flow rate
Pressure drops
Temperatures
Manifolding
Loop length
Pattern
Diameter
Flow rate
Pressure drops
Temperatures
Manifolding
Loop length
Pattern
Diameter
Flow rate
Pressure drops
Temperatures
Diameter
Flow rate
Pressure drops
Pump Selection
2.
3.
4.
Design vertical ground heat exchanger

system
Design horizontal ground heat exchanger

system
Design slinky ground heat exchanger

system
Design open loop ground heat exchanger

system
01/14
83
Program Content
Level 2
5.
Design surface water ground heat

exchanger system
Temperatures
Manifolding
Loop length
Pattern
Diameter
Flow rate
Pressure drops
Note that this is a major topic, and should involve all aspects of field design, from heat loss/gain to fluid
dynamics and manifold design
01/14
84
Program Content
Level 2
Line (GAC):
SYSTEM DESIGN
Competency:
Q3
Determine System Heating and Cooling Loads / Requirements
Objectives
Correctly apply R and U values, T, and other heat transmission factors to determine heating and
cooling loads/requirements.
LEARNING TASKS
CONTENT
1.
Conduction
Convection
Radiation
2.
Investigate heat transmission
Apply heat transmission factors to heat

loss/gain calculations
01/14
85
Program Content
Level 2
Line (GAC):
SYSTEM DESIGN
Competency:
Q4
Identify Heating/Cooling Distribution Method
Objectives
Describe advantages/disadvantages of air/water distribution systems.
LEARNING TASKS
CONTENT
1.
Air flows
Temperatures
Describe a typical hydronic distribution

system
Fluid flows
Temperatures
3.
Compare the relative advantages and

disadvantages of Air/Hydronic distribution
systems
Temperature lift associated with air and

hydronic
4.
Compare the potential efficiencies of water

to air and water to water
COP calculations
5.
Investigate particular requirements of geo

systems as related to lower output
temperatures
Specific low temperature requirements
2.
Describe a typical air distribution system
01/14
86
Program Content
Level 2
Line (GAC):
SYSTEM DESIGN
Competency:
Q5
Specify Heat Pump Type and Performance Design Specifications
Objectives
Analyze differences in heat pumps.
LEARNING TASKS
CONTENT
1.
Reading and comprehending

manufacturers tables
Test comprehension of tables
2.
Understand different refrigerant options
Identify evolution of and characteristics of

refrigerants
3.
Correctly size heat pump to load

requirements
Select heat pump using heat loss data and

manufacturers tables
01/14
87
Program Content
Level 2
Line (GAC):
SYSTEM DESIGN
Competency:
Q6
Describe Local and Provincial Regulatory Design Standards
Objectives
Identify sources of information and determine municipal and provincial regulations.
LEARNING TASKS
CONTENT
1.
Local building inspection branch
Provincial water-well associations
Department of fisheries
BC Land and Water
2.
Identify sources for municipal and

provincial regulations
Describe applicable regulatory design

standards
01/14
88
Program Content
Level 2
Line (GAC):
SYSTEM DESIGN
Competency:
Q7
Describe Operational Limitations for Various Load Applications in

New and Retrofit Construction
Objectives
Determine the feasibility of new and retrofit applications and describe operational limitations for load
applications.
LEARNING TASKS
CONTENT
1.
Assess load in new and retrofit

construction
Calculations and duct design
2.
Assess volume capacity of an existing

duct system
Ducting pressure drop calculations
3.
Describe appropriate volume capacity for

a new duct system
Relate air flow to heat pump sizing
4.
Assess the ability of a hydronic system to

function with reduced water temperature
(source)
Piping density and flow characteristics
5.
Describe a hydronic system design to

function with reduced water temperature
(source)
Design for low temperatures
6.
Describe the design/confirm availability of

power (new and retrofit)
Integrate information above
01/14
89
Program Content
Level 2
Line (GAC):
CONTROLS DESIGN
Competency:
R1
Describe Control Strategies
Objectives
Describe the advantages and disadvantages of different levels of controls, and the operational
principles of basic control systems.
LEARNING TASKS
CONTENT
1.
Amperage
Voltage
Resistance
Ohms law
Continuity
Short circuit
Relay design
Field coil voltage
Operating voltage
Transistors
Diodes
Printed circuit boards
Integrated circuits
Input
Process
Output
Feedback
2.
3.
4.
Review electricity
Relay switching review (covered in core)
Solid state electronics review
DDC control strategies
01/14
90
Program Content
Level 2
Line (GAC):
CONTROLS DESIGN
Competency:
R2
Describe Hydronic Control
Objectives
Design a hydronic control circuit.
LEARNING TASKS
CONTENT
1.
Work with tank temperature control
Aquastat hookup and programming
2.
Work with room temperature control
Thermostat hookup and programming
3.
Understand and be able to apply outdoor

reset
Outdoor sensor and programming
4.
Relate heat pump coefficient of

performance (COP) to output temperature
and also to entering liquid temperature
COP calculations with varying inputs and

outputs
5.
Describe loop pump control
Hookup loop pump
6.
Describe fan coil control
Thermostat control of fan coil and circulating

pump
7.
Describe staging control
W1/W2 signals
Y1/Y2 signals
01/14
91
Program Content
Level 2
Line (GAC):
CONTROLS DESIGN
Competency:
R3
Describe Forced Air Control
Objectives
Work with forced air system thermostats.
LEARNING TASKS
CONTENT
1.
W1, W2, Y, R, G, C, X circuit

comprehension
Hook up thermostats
2.
Zone control
Apply thermostats to different zones
3.
Sequence of operation
Staging controls
01/14
92
Program Content
Level 2
Line (GAC):
CONTROLS DESIGN
Competency:
R4
Objectives
Describe how chilled water is created in the heat pump.
LEARNING TASKS
CONTENT
1.
Buffer tank control for single and double

tanks
3-way valves
Multiple pumps
Hot side/cold side applications
Maximize COP with dual use systems
2.
01/14
93
Program Content
Level 2
Line (GAC):
PIPING AND DUCTING DESIGN
Competency:
S1
Describe Buffer Tank, Radiant and Heat Pump Piping
Objectives
Describe the hydronic distribution system, from the heat pump, through the buffer tank, to the
distribution loops.
LEARNING TASKS
CONTENT
1.
Fluid flow rate
Reservoir of heat
Role of the buffer/storage tank, and its

unique importance in Geo systems
01/14
94
Program Content
Level 2
Line (GAC):
Competency:
S2
Objectives
Describe direct cooling in a water-to-air system.
LEARNING TASKS
CONTENT
1.
Review water to air heat pumps,

particularly the reversing valve
Heat pump operation in both heating and

cooling modes
2.
Understand the meaning of DX as

opposed to water based fan coils
Water to air versus refrigerant to air heat

exchangers
01/14
95
Program Content
Level 2
Line (GAC):
Competency:
S3
Describe De-Superheaters and Domestic Hot Water
Objectives
Describe de-superheater operation and advantages.
LEARNING TASKS
CONTENT
1.
Cover the refrigeration aspect of

desuperheaters, ie capture of superheat
Comprehension of superheat
Capture of superheat for domestic hot water
2.
Cover the water flow aspect of

desuperheaters
Flow control
3.
Investigate conditions that make

Legionnaires disease possible
Investigate safe hot water tank storage

temperatures
01/14
96
Program Content
Level 2
Line (GAC):
Competency:
S4
Describe Freeze Protection
Objectives
Describe the need for and the choices available in anti-freeze.
LEARNING TASKS
CONTENT
1.
Investigate relationship between antifreeze choice and loop design
2.
Temperature desirability for anti freeze
3.
Investigate anti-freeze choices
4.
Investigate viscosity concerns
5.
Understand specific heat as it applies to

anti-freeze
6.
Understand specific gravity as it applies to

anti-freeze
Propylene glycol
Ethanol
Methanol
Other options
01/14
97
Program Content
Level 2
Line (GAC):
Competency:
S5
Describe Forced Air Duct Size Modifications
Objectives
Describe air flow requirements in heat pumps.
LEARNING TASKS
CONTENT
1.
Larger size ducting
Parallel runs to increase capacity
Describe modifications to increase duct

size for carrying maximum heat with low
temperature air
01/14
98
Program Content
Level 2
Line (GAC):
Competency:
S6
Describe Vibration Control and Sound Attenuation
Objectives
Describe noise suppression strategies for ducting and piping and determine appropriate strategies for
given situations.
LEARNING TASKS
CONTENT
1.
90 degree bends
Insulate ducts
Flexible connectors
Describe strategies for minimizing

vibration of piping
Flexible connectors
Isolation mounting brackets
Describe strategies for equipment isolation
Sound dampening pads
Spring isolation hangars
Air tightness
Room selection (location)
Insulation
Staggered wall studs
2.
3.
4.
Describe strategies for minimizing

vibration of forced air ducting
Describe room considerations
01/14
99
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T1
Perform an Examination of Loop Systems
Objectives
Describe loop system design criteria and conduct an examination of loop systems.
LEARNING TASKS
CONTENT
1.
Pressure drop
Reynolds number
Flow rate
Flow requirements
2.
Reverse return manifold
Balanced flow through loops
3.
Step down manifold
Maintain purging flow
4.
Design for purging and flushing
2 gallons per minute for purging
Demonstrate a complete examination of loop systems to meet instructor set standards for the task.
01/14
100
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T2
Attain Socket Fusion Certification
Objectives
Externally referenced
LEARNING TASKS
CONTENT
1.
Perform fusion under supervision
Perform destructive testing
Describe and perform fusion (butt and

socket) with inspection
Achieve Socket Fusion Certification.
01/14
101
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T3
Demonstrate Complete Loop System Installation Sequence
Objectives
Correctly demonstrate loop installation procedures.
LEARNING TASKS
CONTENT
1.
Lay pipe
Fuse
Work through ground exchanger field to

mechanical room steps and layout
Test
Connect to heat pump
Demonstrate complete loop installation procedures to industry standards as determined by instructor.
01/14
102
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T4
Describe Installation Requirements for Various Loop Systems
Objectives
Describe installation requirements for various loop systems.
LEARNING TASKS
CONTENT
1.
Direct
Indirect
Surface water
Ground water
Open loop
2.
Vertical
3.
Horizontal
4.
Slinky
5.
Water based
01/14
103
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T5
Differentiate Between Various Drilling Methods
Objectives
Describe various drilling options and determine appropriate situations for advantageous use of each
method.
LEARNING TASKS
CONTENT
1.
Advantages
Disadvantages
Where to use advantageously
Advantages
Disadvantages
Advantages
Disadvantages
Advantages
Disadvantages
2.
3.
4.
Mud rotary drilling
Air rotary drilling
Auger drilling
Sonic drilling
01/14
104
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T6
Describe Grouting Procedures
Objectives
Describe the importance of grout, grouting considerations and the grouting process.
LEARNING TASKS
CONTENT
1.
Describe aquifer protection with respect to

grouting
2.
Grout placement with respect to thermal

bridge
3.
Describe types of grout
4.
Describe mixing of grout
5.
Placement (tremmie pipe)
Bentonite based
Cementitious
Thermally enhanced
01/14
105
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T7
Describe Loop Manifolding Types and Installation Procedures
Objectives
Identify types of manifold and describe manifold options, the advantages and disadvantages of each
and installation procedures.
LEARNING TASKS
CONTENT
1.
Pressurized
Non pressurized
2.
Describe close coupled manifold
Describe extended manifold
01/14
106
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T8
Construct a Plan for Pressure Testing, Purging, and Flushing
Objectives
Describe the importance of and develop a process for pressure testing before burying.
LEARNING TASKS
CONTENT
1.
Cover hydrostatic pressure test
2.
HDPE characteristics with respect to

expansion
3.
Importance of air and debris removal
4.
Investigate the purging process
5.
Review step down manifold with respect to

purge requirements
Designing or building a purge cart
01/14
107
Program Content
Level 2
Line (GAC):
SYSTEM INSTALLATION
Competency:
T9
Prepare Site Plan Documentation and Describe Type of Freeze

Protection
Objectives
Draft site plan documentation.
LEARNING TASKS
CONTENT
1.
Pipes
Antifreeze
Tracer wire
Caution tape
Include anti-freeze documentation as required
2.
Describe the importance of the site plan
Prepare documentation for a case study

site plan
01/14
108
Program Content
Level 2
Line (GAC):
SYSTEM COMMISSIONING
Competency:
U1
Describe System Start-up Procedures
Objectives
Describe proper start up procedures.
LEARNING TASKS
CONTENT
1.
Describe start up sequence
Document start-up process
2.
Describe the required start up tests, and

the importance of each
Start-up
01/14
109
Program Content
Level 2
Line (GAC):
Competency:
U2
Evaluate System Performance
Objectives
Determine the actual operating coefficient of performance (COP) of a heat pump to evaluate system
performance.
LEARNING TASKS
CONTENT
1.
Describe p/t ports
Describe function of ports
Note importance of P/T ports
2.
Determine how to calculate delta T

between ELT and LLT
Perform calculations
3.
Review specific heat and gravity of fluid
Define
4.
Determine flow rate using pressure drop

and tables
Perform sample calculations
5.
Calculate heat of extraction/rejection
6.
Determine heat of compression
7.
Calculate coefficient of performance

(COP)
01/14
110
Program Content
Level 2
Line (GAC):
Competency:
U3
Prepare System Documentation
Objectives
Describe the importance of and be able to draft as built documentation.
LEARNING TASKS
CONTENT
1.
Prepare as-built documentation for case

study installations
Prepare sample documentation

o Site survey
o Performance results
o Warranty info
o Anti-freeze type and concentration
o Equipment manuals
Prepare documentation for case study installation scenarios to industry standards as determined by an
instructor.
01/14
111
Program Content
Level 2
Line (GAC):
Competency:
U4
Demonstrate System to Homeowner
Objectives
Communicate system operation and maintenance requirements effectively.
LEARNING TASKS
CONTENT
1.
Describe importance of a system

demonstration and addressing customer
questions and concerns
Create as-built folder
2.
Articulate service and maintenance issues
Create owners manual
3.
Describe the importance of providing

follow-up and contact information
Create owners manual
4.
Role play system demonstration
In partners, explain operation, etc.
01/14
112
Program Content
Level 2
Line (GAC):
SERVICING AND TROUBLESHOOTING
Competency:
V1
Troubleshoot a System Using Standard Methodology
Objectives
Use standardized or manufacturer provided methodology to troubleshoot system problems.
LEARNING TASKS
CONTENT
1.
Electrical
Fluid flow
Air flow
Refrigerant considerations
Manufacturers troubleshooting chart
2.
Describe common faults and symptoms
Using a troubleshooting chart to

troubleshoot a system
Troubleshoot a system to industry standards as determined by an instructor.
01/14
113
Program Content
Level 2
Line (GAC):
Competency:
V2
Use Test Equipment
Objectives
Use test equipment specific to heat pump systems.
LEARNING TASKS
CONTENT
1.
Review multi-meter use
Electrical section
2.
Determine source side T on a water

source heat pump
Temperature probe
3.
Determine pressure drop on a heat pump,

and extend that measure to flow rate
Pressure gauge with needle
4.
Determine the amperage draw of a heat

pump
Inductive pickup ammeter
01/14
114
Program Content
Level 2
Line (GAC):
Competency:
V3
Objectives
Evaluate the effectiveness of a geo-thermal system.
LEARNING TASKS
CONTENT
1.
Determine condition of existing

components
Pressure and temperature determinations
2.
Review and practice coefficient of

performance (COP) determinations.
COP calculation formula
01/14
115
Program Content
Level 2
Line (GAC):
Competency:
V4
Repair Systems
Objectives
Diagnose and repair geo-thermal systems.
LEARNING TASKS
CONTENT
1.
Temperatures
Pressures
Electrical
Antifreeze
Perform hands-on testing and diagnosis

on heat pumps
Test
Diagnose
Note: Do not include refrigeration system

work unless qualified to do so
Use troubleshooting chart(s)
Analyze sequence of operation
2.
Apply knowledge of heat pumps and

geothermal exchange systems to
troubleshoot and repair common problems
Perform tests
o Temperature
o Pressure
o Electrical
o Antifreeze
Determine repair requirements
Perform repair
Troubleshoot and repair a system to industry standards as determined by an instructor.
01/14
116
Program Content
Level 2
Line (GAC):
Competency:
V5
Service Components
Objectives
Diagnose and service auxiliary components.
LEARNING TASKS
CONTENT
1.
Perform testing on circulating pumps
2.
Perform testing on supplementary heaters.
3.
Maintain equipment
Air Filter
Condenser coil condition
Other coils
Loop pressure
Anti-freeze
Water volume in low pressure system
Service system components to industry standards as determined by an instructor.
01/14
117
Program Content
Section 4
Section 4
TRAINING PROVIDER STANDARDS
01/14
118
Program Content
Section 4
Facility Requirements
Principles and General Standards
Facilities shall offer a safe and productive learning environment.

Facilities shall be appropriate for delivery of instruction at each level of training.
Meets applicable municipal zoning bylaws for technical instruction and education facilities.
Conducts a safety review of the program's facility and equipment annually and meets applicable
safety standards/regulations.
Classrooms, labs, shops and work sites are safe, properly maintained, and in good repair.
Suitable for the size of the class.
Temperature, noise, ventilation, light, and particulate control are maintained at appropriate levels.
Storage space is functional and sufficient for instructional materials, supplies and equipment.
Instructor work stations are adequate and appropriately equipped.
Trainee work areas are adequate and appropriately equipped.
Facilities have adequate floor area and ceiling heights.
Specific Guidelines/Minimum Requirements
Indoor shop/lab area: 115 to 135 sq. ft. per trainee; ceiling height 12 ft. minimum
Outdoor construction area: 275 to 300 sq. ft. per trainee
Classroom area: 35 to 40 sq. ft. per trainee
Material Storage: 35 to 40 sq. ft. per trainee
Tool Storage: 10 sq. ft. per trainee
Instructor office/small meeting space: 120 to 150 sq. ft.
Clean-up/waste area: 120 to 150 sq. ft.
01/14
119
Program Content
Section 4
Tools and Equipment

GENERAL
Tools and Lab/Shop Equipment
Adequate tools and equipment shall be available for each level of training.
Equipment shall be well maintained and operated in a safe manner.
Tools and equipment meet the standard identified in the ITA Program Outline for each level of
technical training.
Tools are suitable for the task being performed.
The tools and equipment used in the program reflect the types used in the industry.
Equipment is suitable for demonstration.
The tools and equipment exist in sufficient quantity for efficient and effective instruction of the class
size.
Trainees have ample time and opportunity to access tools and equipment.
Equipment is in good repair and maintained regularly.
Appropriate safety and personal protective equipment is available and in use.
All shields, guards, and other safety devices are in place, operable and used where required.
The classroom/lab and its equipment are reasonably set-up within a systematic flow of production.
Supplies and Materials
Trade supplies and materials shall be available in sufficient quantities for each module.
Instructional materials shall be adequate to meet the objectives of the program and available to all
trainees.
Trade supplies and materials are available in sufficient quantities to support the program effectively.
Instructional materials support ITA approved standards and objectives.
Instructional materials are available for all trainees through all modules of the program.
01/14
120
Program Content
Section 4
Tools and Equipment

Level 1: COMMON CORE
Note: Since training shops differ from place to place, the following is only a guideline for shop equipment.
The tool list is based on the following assumptions:
16 trainees per class

Trainees will do shop activities in two person teams (i.e. odd numbered teams promote the odd
person out, and leave one person doing little learning)
Projects can be staggered between groups, thus reducing the demand for high numbers of equipment
Tools are listed in groups of 2, 4 or 8 to accommodate 8 - two person teams
The shop has adequate tool shortage cabinets
Hand Tools List
Combination pliers
Cold chisel
Center punch
Allen Keys
Caulking gun
Olfa knife
Robertson screwdrivers: green, red, black
Phillip screwdrivers: CP1, CP2, CP3
Flat screwdrivers 10, 8, 6
Adjustable spanners
Combination square
Bevel square
Side cutters
Levels
Tin snips
Vice grips
Trainee-Owned Tools
Safety glasses and hearing protection
(personal or disposable)
25 foot (carpenter quality) metric and imperial
tape measures
Right & Left Snips
3 Steel Rule
Utility knife
Quality mutli-driver screwdriver
Tool box
Chalk line
Hack saw
Hammer
Duckbill vice grips
25 tape measure: metric and
imperial
Plumb bob
Pry bar
Files: flat, round, half round,
square
Pipe wrenches
Pipe cutter
Crimpers
Sheet metal hammer
Bar
Plumbers torch and solder
Needle nose pliers

Linesman pliers
Scribe
Carpenter pencils
Leather work gloves
Safety boots
Carpenter quality tool belt
Note: The above tools may be provided by the training institution.

Equipment such as scaffolds, brakes, shears and other large/costly items can be rented to reduce costs.
01/14
121
Program Content
Section 4
Level 2: GEOTHERMAL
Tools
Inductive pickup ammeter

Multi-meter (may be incorporated with ammeter)
Electrical presence tester
Probe style pressure tester (through P/T ports)
Infra red temperature sensor
Probe style thermometer
Screw drivers
Wrenches
Pliers
Wire strippers
Equipment
Purge Cart
Butt fusion equipment
Socket fusion equipment
01/14
122
Program Content
Section 4
Reference Materials
Recommended Resources
Energy Exchange: Geothermal Exchange and Beyond
Author: Eric Dickie
ISBN #:978-0-9782997-0-5
Industry Training Authority (ITA) www.itabc.ca
Workers Compensation Board of BC (WorkSafeBC)
www.worksafebc.com
Required Texts
Quality First Ventilation Guidelines (most current available)

Quality First Forced Air Guidelines (most current available)
Quality First Basics of Air Guidelines (most current available)
Quality First Hydronic Design Guidelines (most current available)
BCIT Level 1 Common Core CHT Workbook/Textbook
NOTE:
This list of Reference Materials is for training providers. Apprentices should contact their
preferred training provider for a list of recommended or required texts for this program.
01/14
123
Program Content
Section 4
Instructor Requirements
Principles and General Standards
The instructor qualifications shall be suitable for the program and level of technical training.
The instructor experience shall be appropriate for the program and level of technical training.
The instructor shall demonstrate effective educational practice in materials and techniques.
The instructor holds a BC Certificate of Qualification in the industry.
The instructor has acquired appropriate training on equipment to ensure proper instruction to
trainees.
The instructor demonstrates a broad range of knowledge of the training content.
The instructor has practical and teaching experience sufficient to deliver the program effectively.
The instructor demonstrates industry practical experience reflected in the training content.
The instructor prepares well designed instructional materials and lesson plans.
The instructor uses effective instructional techniques.
The instructor uses a variety of methods in delivery of instruction.
Specific Qualifications
The instructor should possess:
A BC Certificate of Qualification and/or Inter-Provincial Red Seal Certificate in the trade of

Steamfitting or Plumbing or Gasfitting, Refrigeration.
A Provincial (BC) Instructors Diploma or completion of a Train the Trainer program.
A minimum of 5 years experience working in the Domestic/Residential Heating industry.
Experience of 2 years or more teaching or training is also preferred.
The requirement for a trades credential may be waived if the individual has substantial industry and
training experience.
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Geothermal Tech Outline January 2014.1

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PROGRAM OUTLINE

To order printed copies of Program Outlines

Copyright 2009 Industry Training Authority

Industry Training Authority

Industry Training Authority

Section 1 INTRODUCTION ........................................................................................................ 4

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Industry Training Authority

Program Credentialing Model

Industry Training Authority

Occupational Analysis Chart

Demonstrate Use of Hand

Describe Safe Vehicle

Safe Use and Care of

Describe Employer and

Identify Professional Work

Achieve First Aid Level 1

Demonstrate Use of a 4Function Calculator

Describe the Purpose of

Perform Basic Trades

Apply Trades Math

Describe the Heating

Read and Interpret Plan

Read and Size Key Plan

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Demonstrate Use of Shop

Recognize and Identify

Perform Basic Drafting

Describe and Apply Basic

Demonstrate Using R & U

Use Winter/ Summer

Read, Interpret and

Use a Wiring Diagram to

Describe Breaker and

Describe and Apply BC

Describe Heat Distribution

Perform Basic Heat

Describe Heat Sources

Describe Basic Ventilation

Describe and Identify

Describe Drilling, Cutting

Describe Types, R Values

Produce Flow and

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Industry Training Authority

Occupational Analysis Chart

Geothermal Heat Pump

Field Analysis and

Describe the History of

Describe Basic Thermal

Describe Economic and

Describe the Components

Identify Soil and Rock

Determine Soil Thermoconductivity and

Describe Regional Soil

Design Ground Heat

Specify Heat Pump Type

Describe Local and

Describe Forced Air

Describe Chilled Water

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