ACCA Workbook for Zoning Technician’s Guide

Technician’s Guide

ACCA Workbook for Zoning

Instructors may customize any of the materials in this two-day course to enhance their student’s learning experience.

This Instructor’s Lesson Plan and all earlier working/review drafts of this lesson plan are protected by copyright. By making this lesson plan available for use and adoption by public authorities and others, ACCA does not waive any rights in copyright to this lesson plan. No part of this lesson plan or earlier working/review drafts may be reproduced stored in a retrieval system or transmitted in any form by any technology without permission from ACCA. Address requests to reproduce, store, or transmit to: ACCA offices in Arlington, Virginia.

©2018, Air Conditioning Contractors of America
2800 Shirlington Road, Suite 300
Arlington, VA 22206
www.acca.org

Disclaimer and Legal Notice
Diligence has been exercised in the production of this Instructor’s Lesson Plan for the Guide & Workbook. The content is based on an industry consensus of recognized good practices. The commentary, discussion, and guidance provided by this publication do not constitute a warranty, guarantee, or endorsement of any concept, observation, recommendation, procedure, process formula, data-set, product, or service. ACCA and the document reviewers do not warrant or guarantee that the information contained in this publication is free of errors, omissions, misinterpretations, or that it will not be modified or invalidated by additional scrutiny, analysis, or investigation. The entire risk associated with the use of the information provided by this Guide is assumed by the user.

ACCA does not take any position with respect to the validity of any patent or copyrights rights asserted in connection with any items, process, procedures, or apparatus which are mentioned in or are the subject of this lesson plan, and ACCA disclaims liability of the infringement of any patent resulting from the use of or reliance on this lesson plan. Users of this lesson plan are expressly advised that determination of the validity of any such patent or copyrights, and the risk of infringement of such rights, is entirely their own responsibility. Users of this lesson plan should consult applicable federal, state, and local laws and regulations. ACCA does not, by the publication of this lesson plan, intend to urge action that is not in compliance with applicable laws, and this document may not be construed as doing so. Nothing in this lesson plan should be construed as providing legal advice, and the content is not a substitute for obtaining legal counsel from the reader’s own lawyer in the appropriate jurisdiction or state.

INTRODUCTION

Heating air conditioning and ventilation (HVAC) system performance is evolving and tommorrow’s technicians need far better documentation and technical dignostic capabilities than past generations of technicians. The HVAC industry is evolving and that evolution will require technicians to become life long learners in order to keep pace. Unfortunatly, many of today’s technicians have not been trained or equiped to meet today’s requirements. By, covering the information in this Workbook in detail, you are preparing your students for today’s market. Further, they will be in demand and have many opportunities throughout their careers because they will have the basic understanding and skill set to be successful in the evolving high-tech home performance industry.

This Guide & Workbook was designed as a stand alone course. However, it is recommenede that the students be technicians how are familure with ACCA’s Quality installation and design process.

Part 1: Curriculum Outline

This course was developed for HVAC contractors and home performance professionals who requested more training material on zoning field practices. Contractor participation in editing and adding insight have made this course’s materials industry neutral so they support all types of zoning equipment and designs. The curriculum outline is intended for use by HVAC instructors at vocational-technical schools, training centers, and community colleges; to introduce students to industry-accepted zoning installation, diagnostics and repair procedures.

This curriculum has been designed for use with the Technician’s Guide & Workbook for Zoning, a “how-to” “hands-on” Guide and workbook. It is designed to be used as a two-day intensive classroom course or may extended to four or more days by adding the recommended hands on exercises.

Course material covers the areas that are commonly taught to technicians in the field. Over 280 power point slides designed for use with the Guide & Workbook are available through ACCA. They address the requirements for completing a zoning installation from a startup technician’s perspective. The instructor may select hands on exercises from recommended options in each section of the Guide & Workbook, or substitute for the hands-on exercises with class discussions based on the provided questions designed to encourage class participation.

The outline format allows the instructor to expand or contract the lesson plan to suit the needs of their students, and augment their available materials, or pre-existing lesson plans. At the end of the 11 basic 1-hour lessons, a student will understand the basic requirements for completing a zoning system evaluation and installation, and for analyzing repairing existing zone systems. Finally, the Guide & Workbook contains two appendices designed to be used in the field as reference when balancing zone systems.

Course Materials

• Student Text Book: Technician’s Guide & Workbook for Zoning

Instructor’s Resources

• Two-day, 10 module power point slide presentation designed for 6-8 hour per day lectures (over 280 power point slides available for instructors; ACCA designed for use with the Guide & Workbook)
• Contained in this document, an 11-page Teacher’s Answer Addenda and Guide for questions in the Guide & Work book and recommendations for spicing up the recommended hands on field testing (pages 5-11)
• Sample self-evaluation final exam answer sheet and exam (pages 12-16)
• Power Point Modules for the Technician’s Guide & Workbook for Zoning is listed under EDU-8 and is available in the free lessons section on ACCA’s Educator’s web page: http://www.acca.org/members/industry/schools

See also, Part 4 of this volume for information on additional ACCA training materials.

Day 1
Hour 1

Part 1: Zoning Introduction 23 power point slides
Subjects:

• System Design Process
• Solar Gains
• Internal Loads
• Buoyancy
• Comfortable Room Temperatures
• Energy Calculations

Hour 2
Part 2: Zoning Types and Design Decisions 29 power point slides
Subjects:

• Zoning Methods
• Different Equipment types
• Zoning Decisions
• Owner Input
• Exposure Load Chart
• Air Balancing Percentage Calculations
• Zone System Control Integration

Hour 3
Part 3: Single Zone Balancing and Thermostat Locations 29 power point slides
Subjects:

• Single Zone balance
• Manual D Airflow Tools
• Zr Balancing by Average CFM
• Thermostat Location by C/H average
• Design CFM for Balancing

Hour 4
Part 4: Zoning Load Calculations 28 power point slides
Subjects:

• Zoning Load Calculation Basics
• Block Load
• Survey Plan Review
• Airflow Comparisons
• Average Approach
• Fenestration and AED
• Glass Load Excursions

Hour 5
Part 5: Blower Motors 28 power point slides
Subjects:

• Common HVAC motor Types
• Airflow Across The Heat Exchanger
• Fan Performance Chart
• Airflow Measurement Methods
• Fan Curves
• Blower Motor and System Curves

Hour 6
Part 6: Zone Balancing Basics 23 power point slides
Subjects:

• Balancing
• Heating and Cooling Changeover
• Bypass Damper Balancing
• ESP and SP
• Thermostat Placement Strategy For Zones

Day 2
Hour 1
Part 7: Zone Damper Design 25 power point slides
Subjects:

• Mandatory Design Requirements
• Space Humidity Control
• Zone Temperature Swing
• Simultaneous Heating and Cooling
• Developing a Zoning Plan
• Equipment Selection

Hour 2
Part 8: Balancing and Managing Excess Air 32 power point slides
Subjects:

• Distributed Relief
• Dump Zones
• Overblow Relief
• Selective Throttling
• Capacity Control
• VAV Systems

Hour 3
Part 9: Zoning System Options 23 power point slides
Subjects:

• Adding Zones To Existing Systems
• Equipment Based Zoning
• Mini-Split Equipment
• Single Package Equipment
• Convection and Radiant Heat Systems
• Chillers

Hour 4
Part 10: System Diagnostics 24 power point slides
Subjects:

• Temperature and Comfort Complaints
• Thermostatic Control Issues
• Damper Control Issues
• Electrical Diagnostics
• Retrofit Damper Issues
• Pressure Pan Testing

Hour 5
Part 11: Balancing 3 Zone Long House 19 power point slides
Subjects:

• Zone Plans
• Balancing Calculations
• Proportional balance
• Fan laws and Balancing

Hour 6
Exam to evaluate lesson (if wanted)

Part 2: Answers for Guide & Workbook Q&A Sections

Among the questions provided in the Workbook are a few questions that are designed to encourage class discussion so the instructor can encourage class participation. The vast majority of the questions are designed to drive home specific important points or to make sure the students find and identify duct leakage or insulation defficiencies that lower HVAC system efficiency. Everything in the Guide & Workbook is part of a usefull knowledge base that is needed in the field today. By taking the class through the field exercises in the green sections, students will quickyly learn what they missed or didn’t fully understand as they try to apply the principles taught. Additionally, this course is designed to provide them with the knowledge base needed to snswer customer questions on existing duct systems.

Answers provided in this Teacher’s Guide are designed to aid instructiors when they cover the material in class. In some cases additional correct responses may not be fully covered in this answer guide because there are many possabilities students could come up with. One final thing, the author wrote this Guide & Workbook so it could become a tool to be used to create a fun learning experience, so relax, use these questions as a means for interacting with your students and go with the flow and have some fun!

Test Your Knowledge Study Questions Chapter I
TEST YOUR KNOWLEDGE STUDY QUESTIONS

1. How would you know if solar heat gain was a factor for considering a zone system?
   Solar heat gain is a factor when individual rooms are facing in different directions. Thus, they have different time of day exposures to solar heat gain through windows, walls and roofs.

2. What is the main reason for zoning a residential HVAC system?
   Comfort!

3. Why does an installing technician need to understand about heat losses and gains?
   Installing technicians are the eyes on the ground at the site. They may spot missing insulation, window and door leaks or other items that should be brought into the attention of the person who did the load calculation. The end goal is for the team to install a properly designed system that provides comfort.

4. Explain what a multi-zone HVAC system is.
   The basic track home has one system that serves the whole home. A multi-zone system is one that has the ability to heat and/or cool more than one individual area in the home separately.

5. What are the disadvantages of a single zone system?
   The single zone system disadvantages include the following:
   • Only provides accurate temperature control in the room where the thermostst is located. • Temperatures in isolated rooms may not be maintained. Room temperatures will not match.
   • Seasonal differences in the load total may make some rooms uncomfortable when calling for heating and/or cooling.
   • One room may need heating when another needs cooling.

6. How can zone controls fight?
   When zones are side by side, and one is calling for cooling and the other is calling for heating, they transfer heat and are called dueling or fighting zones. This is not economical to operate and should be avoided.

7. Explain why fixing the building envelope insulation before installing a zone system would be a good idea?
   The building envelope should be in good repair before a zoning system is designed so the loads can accurately be calculated. Zoning will not generally not be able to overcome flaws in construction.

HANDS ON FIELD EXERCISES

1. Look at a home architectural drawing and identify possible zones.
   This can be done with a handout sheet and then the possibilities done by individual students can be compared, or the class can work on one together.

2. Look at the load calculations for heating and cooling and evaluate how well the zones identified in 1 above might work.
   Specifically, focus on sizes that are large enough to work, and similar load patterns for the designated zones. Should be some interesting discussions.

Test Your Knowledge Study Questions Chapter I

TEST YOUR KNOWLEDGE STUDY QUESTIONS

1. The Manual D heating CFM value is 210, and the Manual D cooling CFM value is 176: what is the average value and explain why or why not you would use that value to balance the airflow for a zone system?
   (210 + 176) ÷ 2 = 193
   193 ÷ 210 ×100 = 91.9%
   193 ÷ 176 ×100 = 109.7%
   Since the value of 193 is within 10% for both of the values it will work well for balancing.

2. Do HVAC equipment manufacturers design their equipment to be connected to zone system controls?
   It depends on the piece of equipment; many manufacturers design the high-end variable speed equipment to be used with zone systems. Almost every HVAC system can be connected to a zone system even if they were not specifically designed for operating a zone system.

3. Explain Heating and Cooling Load Ratios.
   The cooling load divided by the heating load is the cooling load ratio. The number is used by engineers to help select locations for thermostats that will work for most of the zones or rooms.

4. Explain where the peak fenestration load would be in the fall using Figure 12.
   The peak fenestration values for the south are from 1-3 PM in the fall, as are the Mid-Day hours for a block load.

5. Where would you recommend using a setback thermostat?
   All thermostats should have the setback capability to allow the homeowners the option should they choose to use it.

6. What is meant by the term “Single Zone in this section of the Guide and Workbook”
   The term “Single Zone” means one zone for the entire home in this section.

7. What is meant by the term “glass load excursion”?
   A glass load excursion is where the solar gain is found to be above 1.3 × average fenestration load.

HANDS ON FIELD EXERCISES

1. Look at a home architectural drawing and identify possible locations for glass excursions.
   For this exercise finding a home with large areas of glass will help the students identify where glass excursions may happen. Pictures of homes from architectural magazines can be used for this exercise too.

2. Look at the load calculations for heating and cooling and evaluate if there are glass excursions.
   For this exercise a Manual J8 load calculation on software beyond the Jae’s capability will be required.

Test Your Knowledge Study Questions Chapter II

TEST YOUR KNOWLEDGE STUDY QUESTIONS

1. Why is it important to know the motor speed setting when a HVAC system is installed?
   The motor speed is needed to establish the airflow in CFM after the External Static Pressure (ESP) is measured.

2. L ooking at Figure 21 in this chapter what would the ESP in IWC be for the blower operating on the C system curve at 900 CFM?
   0.50 IWC

3. What is the single most important primary requirement in the design, installation and operation of zone systems?
   Protecting the central heating and cooling system is our single most important primary requirement in the design, installation, and operation of zone systems.

4. Why wouldn’t it be the best solution to have 14 zones in the Long residence?
   If there were 14 zones the CFM for the relatively small zones would require a majority of the airflow to be bypassed or placed into a dump zone whenever a single zone was calling for heating or cooling. Resulting in a major waste of energy.

5. Explain what diversity is from a HVAC zoning system perspective.
   Diversity is when the total of the final airflow designed for the zones is more CFM of airflow than the system can provide.

6. Why should temperature swings caused by the HVAC operation in a home be avoided when possible?
   Temperature swings may cause the occupants to be uncomfortable.

7. Why are some rooms like a kitchen hard to balance for comfort year-round?
   Some rooms have a large difference between the heating load and the cooling load. Thus, the airflow design is a compromise in a zone design.

HANDS ON FIELD EXERCISES

1. Take apart an AC motor and identify the parts.
   It can be the other way the parts can be identified, and a motor can be assembled and tested.

2. Measure a variable speed ECM motor amperage, voltage and watts at various speeds with an analog meter and with a True RMS meter and compare results.
   This works well if numerous meters are used and a table of the values is put on a whiteboard or spreadsheet so the differences can be understood by the students.

Test Your Knowledge Study Questions Chapter III

TEST YOUR KNOWLEDGE STUDY QUESTIONS

1. Explain what a dump zone is and why the designer might select this option.
   A dump zone is one area where temperature control is not a major concern where the excess air is placed when required by a decrease in the number of open zones. If there is a natural area like a large storage room or unfinished basement, it is an easy solution to the “what to do with the excess air” question.

2. Explain why a bypass duct needs to have a balancing damper or an automated system built in to control airflow passing through it.
   Without a control damper in the bypass duct there is no way to make absolutely sure the correct maximum amount of airflow will be the most allowed to bypass.

3. What happens when airflow enters a room with no return air path?
   To cool and heat a room the air coming in must approximately equal the air leaving the space. When there is no return path, there is no way for the heat to be removed from the space in the air. Thus, the room will not heat and cool properly

4. Explain why verifying the temperature splits across the heat exchanger under all operating conditions is important.
   This question should start an interesting discussion if done in class, it is obviously critical that the airflow across the heat exchanger be correct, a double check for heating only systems by measuring temperature splits would be a double check for safety reasons. This would also spot AC only systems with extremely low discharge air temperatures. Good as a test but not as an actual airflow measurement.

5. Explain how you would set up a selective throttling system’s selection order.               Basically, any answer is correct as long as it includes check with the owners when possible, and it puts excess air into unoccupied rooms or zones.

6. Explain why a combination of relief options might be preferable to using a bypass duct.
   Many well designed multi-zone systems use more than a single relief strategy. Combinations provide the designer with more options and allow the designer to have slightly smaller zones.

7. Explain how you would know if there was not enough airflow across the heat exchanger.
   Hopefully, everyone will have a version of how the airflow was measured and verified .

HANDS ON FIELD EXERCISES

1. Balance a simple two zone system to meet the design guidance provided.
   This will require having a two-zone system the students can practice on. It should include final diffuser balancing and have the final CFM required based on D not the actual blower output. They can use Appendix A guidance to come up with actual balancing design numbers. If you do not have a system they can balance, it can be a paper exercise just on the design aspects by providing them with the blower charts and a Manual D zone design.

2. Verify return air pathways for the system.
   This is fairly simple and could be done in any home or school building that has a system that has airflow, checking for drafts using an anemometer would be a good way to establish if there were any drafty areas, and reinforce the Chapter I comfort lesson.

Test Your Knowledge Study Questions Chapter IV

TEST YOUR KNOWLEDGE STUDY QUESTIONS

1. Name 5 things that you would need to identify in order to complete an existing HVAC system survey for the possible addition of a zoning damper system.
   Expect to get five similar to these: Existing equipment type; thermostat location(s); duct design/size; location of return air pathways; Manual J design values; Manual D design values; Duct leakage test; equipment nameplate and startup data; maintenance records; Zones not heated or cooled.

2. What are the sizing requirements for all zone system types based on?

3. Explain how a multi-split system with a single pipe to each head operates.

   ---

4. Why should humidity control be included in a zone design using equipment shown in this chapter?
   Humidity control is important in all HVAC systems and care should be taken by designers to consider the implications of cooling areas next to unconditioned areas. Note: not covered in this Chapter: Humidity control can also include humidification for dry cold climates where the makeup outside air is dry.

5. Name two types of valves required for hydronic systems to be properly zoned.
   Balancing valve must be one mentioned, then any type of valve that controls flow by opening and closing. Note: for class discussion, some zone systems use pumps for flow control to zones and for those, the second valve would not necessarily be a control valve.

6. Describe the main difference in a PTHP and a multi-split systems design.
   PTHP is an all in one package system, the multi-split is a split system that must be connected through refrigerant line installation in the field.

HANDS ON FIELD EXERCISES

1. Do a practice survey of an existing home and make a recommendation on adding a zoning system or fixing the existing system to run as designed.
   This can be done on any available home including a new home under construction. Each student should come up with a plan and then they can be shared and discussed.

2. Using a duct manufacturer’s tables, select diffusers for different applications. OR, select individual zone units for a hydronic system.
   This is useful because it lets the students see and use real OEM literature.

3. Measure the airflow in FPM at various distances and angles from a diffuser and make a sketch of the flow and deflection. OR, measure the hydronic flow and water temperature at the heat exchangers and compare to the design requirements.
   The sketch would include the angle from the diffuser and the distance from the diffuser and the FPM measured.

Test Your Knowledge Study Questions Chapter V

TEST YOUR KNOWLEDGE STUDY QUESTIONS

1. Name 5 things that you could do to try and stop condensation from coming out of a supply register.
   Expect 5 items from the bullet list in the Moisture and Condensation Issues section of this chapter.

2. If the SP was 0.30 on the supply trunk and the measured CFM was 800, what would the CFM be if after repairing and cleaning the supply trunk SP was 0.50?
   CFMfinal= CFMbeginning ÷ (SPbeginning ÷ SPfinal)1/2
   CFMfinal= 800 ÷ (0.3 ÷ 0.5)1/2
   CFMfinal= 619.7

3. Explain how the use of an inferred camera might help you find out why a room is uncomfortable.
   If air leaks or missing insulation in walls, ceilings, and floors are suspected the camera can provide a picture of the exact locations where the heat exchange is different.

4. What is a loop Calibrator?
   A tool that can read and generate common control signals.

5. Why would a load calculation be needed before zone dampers are installed in a system?
   The amount of air for each zone is based on the load to heat or cool the space. The only way to know the BTUH required in each zone/room is to do a load calculation.

6. Why does the required airflow across the heat exchanger need to be verified in every operating configuration?
   To make sure the system will always operate withing the OEM’s design parameters.

HANDS ON FIELD EXERCISES

1. Take an operating HVAC system and using the SP/CFM formula and verify that it works by doing a traverse or measuring airflow with a fan powered flow hood.
   Good exercise, removes fear of doing a traverse and helps students have another tool for air measurement.

2. Using a true RMS amp meter and a regular analog amp meter measure the amperage on a motor, shut several dampers down and remeasure the amperage.
   This provides practice on the use of meters, and their accuracy, add in a SP measurement on the main trunk and you can also throw in an airflow lesson using the fan laws.

3. Use a loop calibrator generate the voltage to operate a damper motor, and to verify the correct voltage is being supplied to the motor from the controller.
   This is a great tool for technicians to see and feel. Note from the author: Whenever I have given one to a technician to use on systems evaluations, I have had to buy myself a new one.

Part 3: Sample Test and Answer Sheet

Questions in this test cover every section in the Guide& Workbook. The weighting for the final grading is up to the instructor, the original multiple choice quiz was designed to be pass-fail with a 70% cut off for passing. Because the multiple choice test touches on all of the sections, the results from the multiple choice questions could be used to determine where more time or emphasis is needed for future classes. Answers for sample multiple choice test which is shown in its entirety starting on the next page:

1. D
2. C
3. C
4. A
5. D
6. B
7. C
8. B
9. D
10. B
11. A
12. C
13. D
14. D
15. B
16. B
17. D
18. D
19. B
20. A

Sample Exam:

Group 1 Questions

1. Which of the following is not a cause of room-to-room temperature differences?
a. Air Buoyancy.
b. Differing Internal Loads.
c. Local Solar Changes.
d. Photosynthesis.

2. Which of the following may not be a true statement about multi-zoned systems?
a. Multi-zoned systems have two or more zones.
b. Multi-zoned systems may have more than one type of HVAC equipment per zone.
c. Multi-zoned systems save energy.
d. Multi-zoned systems provide more comfortable room temperatures.

3. Which of the following statements is not true?
a. Technicians are responsible for following the zoning equipment manufacturer’s design and installation instructions.
b. Technicians are responsible for following the HVAC equipment manufacturer’s design and installation instructions.
c. Technicians jobs include redesigning the controls so the HVAC works with the zoning system.
d. Technicians jobs include properly installing and verifying the proper operation of the zoning and HVAC system controls.

4. Which of the following is a true statement about peak fenestration loads with a northern exposure?
a. Diffuser radiation gain, condition peaks in the late afternoon.
b. Diffuser radiation gain, condition peaks in the early morning.
c. Diffuser radiation gain, condition peaks in October.
d. Diffuser radiation gain, condition peaks in June.

5. Which of the following is not a type of motor commonly found in a residential HVAC system?
a. Permanent Split Capacitor (PSC).
b. Variable Speed Motor VSM).
c. Electrically Commutated Motor (ECM).
d. Synchronous Electric Motor (SEM).

6. Which of the following suggested steps for meeting a successful zoning plan is not listed in the Guide and Workbook?
a. Make a Survey: Get or draw the plans!
b. Make as many zones as possible for maximum comfort.
c. Select supply and return outlets.
d. Get Owner Expectations.

7. Based on the Guide and Workbook, which room would most likely have the largest difference between the cooling and heating loads?
a. Great Room.
b. Master Bedroom.
c. Kitchen.
d. Dining room.

8. Which of the following is not a recommended location for a control thermostat?
a. Near a return outlet.
b. Near a supply outlet.
c. 42” to 48” inches above floor level.
d. On an interior wall.

9. Which of the following is not a type an airflow management technique covered in the Guide and Workbook?
a. Selective Throttling.
b. Consolidate Zones.
c. Distributed Relief.
d. Barometric Relief.

10. Which of the following is not required before making airflow measurements on a Bypass Relief duct?
a. Make sure the system is operating in as-new as possible condition.
b. Make sure the bypass trunk dampers are wide open.
c. Make sure all of the supply and return grills are open.
d. Make sure outside/makeup air dampers are closed/sealed.

11. What is 30% of 240?
a. 72.
a. 96.
b. 24.
c. 48.

12. Based on the Guide and Workbook, when balancing a Dump Zone which of the following is not required?
a. Make sure each zone is receiving the air needed when operating.
b. Make sure the dump zone is open when another zone is closed. c. Make sure the dump zone has a damper that closes when the system shuts down.
d. The dump zone must be set for it’s maximum airflow setting when only the smallest zone is open.

13. Based on the Guide and Workbook, which of the following would not be included in a technician’s brief survey of a home?
a. Type of HVAC system and it’s condition.
b. Duct Size and Layout.
c. The location of all supply registers and return grilles.
d. A complete updated Manual J.

14. Based on the Guide and Workbook, which of the following would not be included in a technician’s brief survey of a home?
a. Location of zones/rooms not heated and cooled.
b. Maintenance records if available.
c. Manual J and Manual D if available.
d. Infrared imaging.

15. Based on the Guide and Workbook, which of the following types of equipment is not covered as a zoning equipment option?
a. Ductless Multi-Split.
b. Evaporative Cooling.
c. Convective Heat.
d. Chillers.

16. Based on the Guide and Workbook, which of the following I not listed for controlling flow in a hydronic system?
a. Pumps.
b. Check Valves.
c. Balancing Valves.
d. Shutoff Valves

17. Based on the Guide and Workbook, which of the following would not be a damper position after the system shuts down for any type of damper available?
a. Normally Open.
b. Normally Closed.
c. In the last setting position.
d. In the first setting position.

18. Based on the Guide and Workbook, which of the following would not be included in a technician’s brief survey of a home?
a. Location of zones/rooms not heated and cooled.
b. Maintenance records if available.
c. Manual J and Manual D if available. d. Infrared imaging.

19. Based on the Guide and Workbook, which of the following is not listed as a possible control signal type?
a. DC-volts.
b. Mini-Volts.
c. AC-Volts.
d. Mili-Amps.

20. The Guide and Workbook shows tools for measuring voltage which of the following tools cannot be used for that purpose?
a. Anemometer.
b. Loop Calibrator.
c. Volt-Ohm Meter.
d. RMS Amp-Meter.

Part 4: Other Educational Offerings

OVERVIEW: ACCA Training Offerings

ACCA’s Educational Offerings for an Evolving Marketplace
Updated 31 July 2018

As a supplier of educational programs in the HVACR industry for well over 50 years, three factors serve as driving forces within ACCA. First and foremost is to make sure ACCA educational programs and services are of the highest quality; second is to stay a step ahead of the emerging industry needs and trends so that ACCA can offer contractors what they need when they need it, and finally be cost effective in developing and delivering educational programs and services to contractors. ACCA’s Standards have been widely recognized and accepted by all sectors of the HVAC industry and several have become code requirements. The chart on the right provides a snapshot view of how ACCA Manuals combine to cover the Design Process.

In advancing its training mission, ACCA avails itself to a number of approaches, from face-to-face training, to video/CD training solutions, to the online certificate program, to webinars, to ensuring its manuals/standards/guides are on the cutting edge of industry good practices, to develop educational plot forms for A) Contractors, B) Technicians, C) Consumers, D) Instructors, and E) Code Officials [see attached sheets for specifics on each].

FACE-TO-FACE TECHNICAL EDUCATION (‘Classroom Setting’)
(For more information, contact www.acca.org, or call 703-575-4477)

1. Residential Design For Quality Installations (RDQI): A journeyman or higher level, three-day course covering Residential Design for Quality Installations includes: Manual J8® (Load Calculations), Manual D® (Duct Design), and the ANSI/ACCA 5-QI-2014 (HVAC Quality Installation Specification). Also included are: Manual T® (Air Distribution Basics), Manual S® (Equipment Selection), and ACCA’s Duct Slide Rule, that provides the students with all of the tools needed to properly design and supervise the installation of an HVAC system to meet code as well as Energy Star® requirements.

2. Educational Program Instructor Certification (EPIC): Residential EPIC is a master or expert level course that covers the residential design process in depth and requires the use of a Windows-based lap top computer. Material provided and covered includes the following: Manual J8® (load Calculations), Manual S® (Equipment Selection), Manual D® (Duct Design), Manual H® (Heat Pump Systems), Manual P® (Psychrometrics), Manual T® (Air Distribution Basics), Manual TT-102® Understanding the Friction Chart), and Manual 4® (Perimeter Heating and Cooling).
   Commercial EPIC parallels the residential EPIC course covering ACCA’s commercial design materials: Manual CS® (Commercial Applications, Systems and Equipment), Manual N® (Commercial Load Calculation), Manual H® (Heat Pump Systems), Manual P® (Psychrometrics), Manual T® (Air Distribution Basics), and Manual Q® (Commercial Low Pressure, Low Velocity, and Duct System Design)

3. Seminars at ACCA meetings, conferences, and councils: ACCA’s continues to evolve its seminar classroom opportunities that are made available in conjunction with various meetings and other events. These draw a large number of people where it is cost-effective to offer multiple learning modules:

• ACCA Conference and IE3 Indoor Air EXPO.
• Building Performance Forum (a two-day learning experience for contractors co-sponsored by ACCA and BPI).
• National HVACR Service Managers Forum (a two-day learning experience exclusively for service managers in contracting businesses).
• Commercial Contracting Roundtable (the leading educational and networking experience for commercial HVACR contractors).
• Numerous sessions provided at monthly local ACCA chapter meetings.

INDIVIDUALIZED STUDY
Embracing what ACCA sees as an important part in the education of the future, ACCA has developed individualized training so it can be used when and where the user wants. Individualized study materials are available in several formats designed to meet individual needs: CDs, Videos, recorded webinars, and Manuals/Guides. ACCA’s material provides high quality training and reusable training materials at an affordable price so contractors can train employees when it is convenient.

• Quality Assurance Accreditation Programs: ACCA now offers an online training course with testing that allow contractors to receive accreditation for the Energy Star New Homes program (QA), ACCA’s Existing Homes –Residential Service & Installation (RSI), and the RSI Verifier Program.
• Energy and Home Performance Programs: ACCA offers online training courses with testing that allow contractors to become program members. The programs include the Quality Assured (QA) program and the Residential Service & Installation (RSI) program.
• Webinars for ACCA Members: ACCA provides members with access to the latest business practices and technology implementations through webinars. Webinars are seen as a hybrid methodology that allows those who want to participate to have access to very specific topics when it is more convenient for them.
• qTech Online Training (CEU) Programs: ACCA offers online 6 hour video QI and QH training courses with a pdf copy of the selected guide & workbook and online testing that allows a technician to receive a certificate that is recognized for CEUs by BPI, ESCO, NATE, RESNET, and RSES.
• Contractors Can Sing up as Proctors for the online 608 Exam: https://www.acca.org/certification/epa

INDUSTRY TRAINING COLLABORATIONS

• North America Technician Excellence (NATE): ACCA is committed to NATE certification as a mark of distinction and a way for consumers and contractors to gain a true comfort level with the professionalism of HVAC technicians.
• Instructor Workshops: ACCA has been working with the Council of Air Conditioning and Refrigeration Educators (CARE), and to develop and disseminate the information HVACR instructors want and need.
• Building Performance Forum: ACCA forum for HVAC contractors and raters involved in the home performance industry held in conjunction with the Building Performance Institute, Inc. (BPI).

ACCA values collaborative partnerships with business entities and allied associations to advance the goal of quality education in a cost effective manner.

CONTRACTOR: ACCA Training Offerings

ACCA’s Educational Offerings for an Evolving Marketplace
Updated 31 July 2018

Contractor To Contractor
For access to member benefits: http://members.acca.org/home

• ACCA Conference
• Mixed Groups
• Code of Professional Conduct
• ACCA Blogs
  o Federal Affairs
  o State Affairs
  o Conference & Expo
  o Industry News & Opinion
  o Service Managers Forum
  o Building Performance

QA & RSI Training
Access to all contractors:
http://www.acca.org/qa/resources

• QA Contractor Elements
• Participation Requirements
• Outdoor Load Calculation Design Conditions
• QA Sample Policy Template
• ENERGY STAR Checklists
• RSI HVAC Verifiers
• Contractors Can Sing up as Proctors for the online 608 Exam: https://www.acca.org/certification/epa

Safety Downloads
Risk Management Library: http://www.acca.org/members/downloads

• A SIR Program – It’s Just the Ticket!

• Who Are You Insuring?

• Who Pays for Errors?

• Conduct a “Safety” Interview

• Don’t Risk a Lot to Save a Little

• Distracted Driving: At What Cost?

• First Impressions Work Both Ways

• Set Driving Expectations

• Workers’ Compensation Fraud
  How Much Is a Good Name Worth?

• Two to Hire, Two to Fire!

• Preparing for a Flu Pandemic

• Concentrate On Safety

• Real Value or Paper Value?
  o Winter Driving Woes
  o Battling Mother Nature
  o Business Interruption
  o Add TLC to Workers’ Comp
  o Back to Back Safety

Free Member Downloads
Keeping contractors up to date:
http://members.acca.org/home

• Residential HVAC Design for Quality Installation (Jack Rise Course)
• Technical Bulletins
• Customizable Brochures
• Comfor Tools (to be customized for distribution to customers)
• Q&A Section
• Forms and Templates
• ACCA Annual Report
• Hurricane Last Minute Essentials Guide
• Sample Emergency Management Plan
• Open for Business Planning Package

Contractor Focused CD’s & DVDs
Training Library:
http://www.hvacessentials.com

• Contractor Soft Skills DVD
• Convert Phone Calls into More Sales DVD
• LEED, Follow or Get Out of the Way (Book and/or CD)

Forums & Annual Meeting
Live Training & Information: http://members.acca.org/home

• ACCA Conference & IE3 Expo
• Service Manager Forum
• Building Performance Forum
• Radiant & Hydronic Forum

Free To Members Audio Training
Listen: http://members.acca.org/acca/listen/

• The Price Is Right! How To Properly Price Commercial Services
• The Next Generation of HVAC
• Private Label Products: Are They Worth It?

Plus, 30 Additional Audio Programs addressing business related issues.

Political Action Committee
Legislation Tracking, Grassroots Action Center and Federal affairs updates on the following items brings the latest information on in following areas of interest to contractors:
http://www.capwiz.com/acca/home/

• Tax Legislation
• Regional standards
• Copper & Metal Theft
• Healthcare
• Labor
• Commercial Energy Eff. Incentives
• Residential Energy Eff. Incentives
• Refrigerants
• Regional Standards
• Regulatory reform
• Small Business Capital Investment
• Transportation

Breaking News
IE3 Media: http://www.ie3media.com/

• IE3
• Insider Emails
• Special Interest Council News Letters:
  o Building Performance
  o Radiant and Hydronics

ACCA Town Hall
Town hall discussions and issues discussed.
http://www.acca.org/members/videos

Why Join ACCA?
To become part of the leading edge in the HVACR industry and grow your business.
Learn what ACCA has to offer Contractors: http://www.acca.org/join/

• Free Training
• Free Technical & Legal Support
• Free Downloads
• Connect with:
  o Customers
  o Contractors
  o Job Seekers

TECHNICIAN: ACCA Training Offerings

ACCA’s Educational Offerings for an Evolving Marketplace
Updated 31 July 2018

Video and CD Training
ACCA on line store: www.acca.org/store
HVAC Essentials

• Understanding Manual J: Heat Gain & Heat Loss in the Real World
• Understanding Manual D: Airflow & Duct Design in the Real World
• Understanding Section 608: refrigerant Handling in the Real World
• Understanding Manual N: Commercial Load Calculation in the Real World
• Understanding Quality Installation
• Understanding Electricity
• Understanding Manual Q: Low Pressure, Low Velocity Duct Design in the Real World
• Understanding Manual Zr
• HVAC Essentials Understanding 608
• Tips for Residential HVAC Installation CD
• Control System Basics for HVAC Technicians CD
• Refrigeration and Air Conditioning 7th Edition CD set

Nate Training CDs

• Mastering Core Service CD
• Mastering Heat Pump Service CD
• Mastering Core Installation CD
• Mastering Air Conditioning Inst. CD
• NATE Air Conditioning and Heat Pumps CD
• NATE Air Distribution CD
• NATE Gas and Oil Heating CD
• NATE Hydronics CD

Mobile App
https://www.calcunow.com
Duct Wheel for iPad

Qtech Online Course CEU’s
Available at: http://www.acca.org

• Technician Field Practices for Quality Installation
• EPA 608 Prep Course
• Duct Design basics
• Duct Diagnostics and Repair
• Basic Electricity
• Maria’s Restaurant
• Home Evaluation and Performance Improvements
• Technician Field Practices for Zoning

Training Books and Materials
ACCA on line store: www.acca.org/store

• Study Guide for EPA Section 608 (English, Spanish, and Italian)
• Training Manual for EPA Section 608 (English, and Spanish)
• Section 608 Refresher Manual (English, and Spanish)
• EPA 609 Certification and Training Manual
• Calculator/Pocket Card Set
• Careers In the HVAC Industry
• Control System Basics for HVAC Technicians
• Customer Service Handbook For HVACR Technicians
• Airflow In Ducts
• Blueprints and Plans For HVAC
• Commercial System Quick Reference (CSQR)
• Digital Controls for HVAC Technicians
• Duct Calculation Slide Rule
• Energy Efficiency Manual
• Fans and V-Belt Drives
• Geothermal HVAC: Green Heating and Cooling
• Good HVAC Practices for Residential and Commercial Buildings (ACCA)
• Green Guide
• HVAC Equations, Data, and Rules of thumb, 2nd Edition
• HVAC Licensing Study Guide
• HVAC Spanish
• Math for the Technician
• Refrigeration and Air Conditioning 7th
• Modern Refrigeration and Air Conditioning, 19th Edition
• Refrigeration for HVAC Technicians How Refrigeration Works
• Troubleshooting HVAC-R Equipment
• Building Science Principles Reference Guide
• Geothermal HP Training Manual
• Tech to Tech
• How Come?
• Modern Hydronic Heating
• Pumping Away, and other really cool piping options for hydronic system
• Residential Hydronic Heating, Installation and Design
• The Lost Art of Steam Heating
• Refrigeration for HVAC Technicians
• Bob’s House
• Duct Diagnostics and Repair
• HVAC Installation Procedures Handbook
• HVAC Maintenance Procedures Handbook
• HVAC Service Procedures Handbook
• Layout for Duct Fittings
• Manual 4 Inst. Techniques for Perimeter heating and Cooling
• Tips for Residential HVAC Inst.
• HVAC Servicing Procedures Handbook
• HVAC Installation Procedures Handbook
• HVAC Maintenance Procedures Handbook
• Installing Residential Forced Air Furnaces
• Layout For Duct Fittings

NATE Training Manuals
ACCA on line store: www.acca.org/store

• NATE A/C & Heat Pumps Manual
• NATE Air Distribution
• NATE Essentials Manual
• NATE Gas and Oil Heating
• NATE Hydronics
• Mastering Air Distribution Service
• Mastering Hydronics – Gas Service
• Mastering Gas Furnace installation
• Mastering Gas Furnace Service
• NATE Core Essentials
• NATE Air Conditioning and Heat Pumps
• NATE Air Distribution
• NATE Gas and Oil Heating
• NATE Hydronics

Course Related Text and Work Books
ACCA online store: www.acca.org/store

• Technician’s Guide & Workbook for QI
• Manual B Balancing and Testing Air and Hydronic Systems
• Manual H Heat Pump Systems and Applications
• Controls – Level 1 Fundamentals
• Life Cycle Costing for HVAC SYS.
• Principles of Mechanical Refrigeration

Consumer: ACCA Training Offerings

ACCA’s Educational Offerings for an Evolving Marketplace
Updated 31 July 2018

ACCA develops innovative consumer education materials for light commercial and residential customers. Tools are designed to help consumers locate and evaluate HVACR contractors. They help consumers recognize contractors who have differentiated themselves by offering standards-based quality installation services. Extensive web information on how to:

1. Find a contractor
2. Select a contractor
3. What questions to ask a contractor
4. What the QI is
5. Contractor proposal evaluation checklists
6. Commonly asked questions and answers
7. Texts that explain basic HVAC design and installation principles in non-technical language

Consumer Videos
Animated Videos:

• Comfort Health Safety http://www.acca.org/homes/
• When Is The Best Time To Ask These Questions? http://www.acca.org/homes/

Videos:

• A Guide For Home Heating and Air Conditioning http://www.acca.org/homes/
• A Guide For Business Heating AND Air Conditioning Services http://www.acca.org/buildings/

Consumer Checklists
Quality Installation Checklist (English & Spanish) http://www.acca.org/homes/

Quality Maintenance Checklist (Residential and Commercial Versions) http://www.acca.org/homes/

Frequently Asked Questions & The Right Questions To Ask
Found at: http://www.acca.org/homes/

• Are your technicians NATE certified? NATE certification is the industry’s standard for
  technician excellence. You should never accept anything less.

• Do you offer continuing education to your employees? This industry changes rapidly.
  Ask the contractor to describe their training program.

• Can you provide local references? Get the names of neighbors who have used the
  company’s services, and then follow up with them.

• Do you offer a service agreement plan? Well-maintained equipment runs more efficiently
  and lasts longer.

• Are you properly licensed? Unfortunately, every state, city, or county could have different
  contractor licensing rules. Ask for proof!

• Do you follow the industry standards? Make sure your contractor knows what “Manual J”
  and “Quality Installation” are, just for a start. Scroll down on this page to find out what these standards are and why they are important to you!

Texts Designed For End Users
Found at: http://www.acca.org/store

Bob’s House, a case study for understanding the residential HVAC design process and Manual RSComfort, Air Quality, & Efficiency by Design are designed to be used by those who want a basic understanding of HVAC design practices.

INSTRUCTOR: ACCA Training Offerings

ACCA’s Educational Offerings for an Evolving Marketplace
Updated 31 July 2018

ACCA participates in HVACR Instructor Work Shops and develops education materials for light commercial and residential training. ACCA helps instructors provide the training that contractors need today’s technicians to have. The net result of using ACCA’s HVACR training materials is to provide students with market place skills based on the HVACR industry’s good practices and procedures.

Free Downloads From The ACCA Website

Speedsheet Videos available at: www.acca.org/speedsheet
Other Supporting Resource Materials Available as Free Downloads:
Standards available at: www.acca.org/standards/quality :

• HVAC Quality Installation Specification (English)
• HVAC Quality Installation Specification (Spanish)
• Home Performance Evaluation & Improvement
• HVAC Quality Installation Protocols
• Quality Maintenance of Residential HVAC Systems
• HVAC System Cleanliness & Restoration

ACCA Instructor’s Lesson Plans
ACCA has lesson plans for Instructors available on the educator’s page on the website. Lesson plans are available for:

• EDU 1-9/2015 Instructor’s Lesson Plan for Manuals J, D, and S.
• EDU 2-9/2015 Instructor’s Lesson Plan for Technician’s Guide & Workbook for Quality Installations
• EDU 3-9/2015 Instructor’s Lesson Plan for Technician’s Guide & Workbook for Home Performance Improvement
• EDU 4-9/2016 Instructor’s Lesson Plan for Duct Design Basics
• EDU 5-9/2016 Instructor’s Lesson Plan for Technician’s Guide & Workbook for Home Performance Improvement
• EDU 6-9/2017 Instructor’s Lesson Plan for Maria’s Restaurant
• EDU 7-7/2018 Instructor’s Lesson Plan for Technician’s Guide and Workbook for EPA 608 Exam.
• EDU 8-9/2018 Instructor’s Lesson Plan for Technician’s Guide & Workbook for Zoning

North American Technical Excellence Instructor’s CDs

NATE CDs available at: www.acca.org/store

• NATE A/C & Heat Pumps Manual
• NATE Air Distribution
• NATE Essentials Manual
• NATE Gas and Oil Heating
• NATE Hydronics

Instructor Power Point Presentations on CD’s
Cd’s developed for Instructor Use In the Classroom
Power points available at: www.acca.org/store

• Controls – Level 1 Fundamentals
• Life Cycle Costing for HVAC Systems
• Principles of Mechanical Refrigeration
• Simutech –Simuair- Air Conditioning Simulator Training System
• Water Piping and Heat Pumps- Instructor
• Residential Design Instructor Power point
• Commercial design Instructor Power Point
• 608 Certification Program (Refrigerant Transition and recovery Certification Instructor Manual includes lesson plans and overhead masters) Procter Sign Up: http://www.acca.org/for-contractors/
• Understanding Section 608

ACCA’s Educational Program Instructor Certification (EPIC)
ACCA’s Educational Program Instructor Certification (EPIC) is a 4 day course designed for those instructors with a master’s level experience in HVAC systems. Participants must supply their own windows-based computer system. The following Manuals and materials are provided by ACCA:

Residential EPIC available at: www.acca.org/education/epic/

• Manual D (Duct Design)
• Manual J (Load Calculation)
• Manual H (Heat Pump Systems)
• Manual P (Psychrometrics)
• Manual S (Equipment Selection)
• Manual T (Air Distribution Basics)
• Manual 4 (Perimeter Heating & Cooling)
• Manual TT-102 (Understanding the Friction Chart)

Apprenticeship Program
ACCA developed a training series of Manuals designed to teach what contractors need entry level technicians to know. Designed to be a two or four year program, the books are available with an Instructor’s Guide CD. The following Courses are designed to build upon one another:

• HVACR 101 Book and Instructor’s Guide on CD
• HVACR 201 Book and Instructor’s Guide on CD
• HVACR 301 Book and Instructor’s Guide on CD
• HVACR 401 Book and Instructor’s Guide on CD
  Available at: www.acca.org/store

Instructor’s Training Certification Manual
ACCA has a Geothermal Heat Pump Training Certification Instructor Manual available for those who wish to teach the basics of Geothermal Heat Pump design and installations. Available at: www.acca.org/store

CODE OFFICIALS: ACCA Training & Resources

ACCA’s Educational Offerings for an Evolving Marketplace
Updated 31 July 2018

ACCA develops education materials for light commercial and residential Code Officials. Tools are designed to help them understand the basic requirements for HVACR designs. Additionally, ACCA is available as a trusted unbiased HVACR industry expert to answer Code Official’s questions one on one when they call in.

Receive CEUs for ICC Code Officials Through Qtech Online courses:
Available at: http://www.acca.org

• Technician Field Practices for Quality Installation
• EPA 608 Prep Course
• Duct Design basics
• Duct Diagnostics and Repair
• Basic Electricity
• Maria’s Restaurant
• Home Evaluation and Performance Improvements
• Technician Field Practices for Zoning

Building Code Requirements for ACCA Manuals
The following national codes make reference to specific ACCA procedures in order to comply. Jurisdictions that adopt these codes require the use of ACCA procedures as outlined in our technical manuals.

• The IAPMO’s Uniform Mechanical Code requires the use of Manual J (Residential Load Calculation), Manual N (Commercial Load Calculation), Manual D (Residential Duct Systems), and Manual Q (Commercial Duct Systems).
• The ICC’s International Mechanical Code requires the use of Manual D (Residential Duct Systems).
• The ICC’s International Residential Code requires the use of Manual J (Residential Load Calculation) and Manual S (Residential Equipment Selection), Manual D (Residential Duct Systems).
• The ICC’s International Energy Conservation Code requires the use of Manual J (Residential Load Calculation) and Manual S (Residential Equipment Selection).

Bob’s House
A Manual designed to walk Code Officials through the whole design process on a typical home.

Codes Verification Brochure’s for Manuals J, D, and S
Available at: http://www.acca.org/standards/codes/

Videos for Code Officials
Available at: https://www.acca.org/standards/codes/

Residential System Design Review Forms
Available at: https://www.acca.org/standards/codes/
Illustrated examples and review form downloads are made available for free to Code Officials

• ICC Residential System Review Form
• UMC Residential System Review Form
• Understanding & Using the System Review Form

Guidance on Approved Software Meeting Code Requirements
A brochure designed to provide guidance on approved software providers http://www.acca.org/standards/software/

Read More About This Manual & Download PDF:

ACCA Workbook for Zoning Technician’s Guide – Download [optimized]
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