HVAC Excellence study materials
HVAC Excellence study resources

HVAC Excellence study plan

HVAC Excellence · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Refrigeration Systems and Refrigerant Handling

  • Trace the four state points of the vapor-compression cycle on a pressure-enthalpy sketch and label the phase at each point.

  • Compute superheat and subcooling from suction-line and liquid-line temperatures paired with gauge pressures given in a practice problem set.

  • Distinguish the function of the compressor, metering device, evaporator, and condenser by the pressure change and heat-transfer direction each produces.

  • Explain in your own words why a restricted metering device raises superheat and lowers suction pressure.

Your checkpoint

One hand-labeled pressure-enthalpy cycle diagram plus 20 fully worked superheat/subcooling problems, scored at 85% or better on self-check.

Week 2

Refrigeration Systems and Refrigerant Handling & Electrical and Controls

  • Sequence the leak-test, evacuation, recovery, and charging steps for a residential split system and state a pass/fail criterion for each step.

  • Classify six common refrigerant blends by ASHRAE safety group and by whether they are zeotropic, and note the charging consequence of glide.

  • Interpret standing-vacuum decay and micron-level readings to decide whether a system is dry and tight.

  • State the rules for cylinder fill limits, recovery of different refrigerant types, and required handling records.

Your checkpoint

A written 12-step refrigerant handling checklist with a pass/fail criterion on every step, validated by scoring 80% or higher on a 15-question self-quiz you write from memory first.

Week 3

Electrical and Controls

  • Read a ladder diagram for a residential blower and furnace circuit and separate the line-voltage path from the low-voltage path.

  • Measure and interpret resistance across a run capacitor, a start winding, and a contactor coil given sample meter readings.

  • Compute full-load amps, minimum conductor ampacity, and breaker size from a nameplate using Ohm's law and the 125% continuous-load rule.

  • Diagnose an open winding, a shorted capacitor, and a welded contactor from a table of ohm and volt readings.

Your checkpoint

A hand-drawn ladder diagram with the heat-call and cool-call paths traced in two colors, plus 15 fault scenarios solved with the proving reading named, scored at 80% or better.

Week 4

Electrical and Controls

  • Describe the sequence of operation for a heat pump in normal heating, defrost, and auxiliary heat modes.

  • Convert a 4-20 mA and a 0-10 V sensor signal into an engineering reading, and state what an open or shorted sensor reports.

  • Explain how time delays, safety switches, and lockout logic appear on a control board and which fault each produces.

  • Match six thermostat and control settings to the system behavior they change.

Your checkpoint

A sequence-of-operation flowchart covering heat pump normal heat, defrost, auxiliary heat, and two lockout conditions, plus a 25-question electrical and controls self-test scored at 90% or better.

Week 5

Heating Systems and Combustion

  • Calculate steady-state efficiency from stack temperature, ambient temperature, and CO2 using the flue-loss method.

  • Order the ignition sequence for standing-pilot, intermittent-pilot, and direct-spark ignition systems.

  • Diagnose the four common causes of a rollout switch trip and name the test that isolates each cause.

  • Convert manifold gas pressure to expected input rate and compare it against the nameplate derated value.

Your checkpoint

A combustion-analysis worksheet computing steady-state efficiency and derated input rate for five sample furnaces, with units carried through every step and each result cross-checked a second way.

Week 6

Heating Systems and Combustion & Air Distribution, Duct and Envelope Testing

  • Trace the airflow path and build a pressure-drop budget across the filter, coil, supply duct, and return duct.

  • Compute total external static pressure from sample manometer readings and locate the operating point on a fan curve.

  • Solve the sensible heat equation (Qs = 1.08 x CFM x delta-T) for CFM, delta-T, and sensible capacity in turn.

  • Explain draft, spillage, and combustion air requirements for a Category I appliance and what field condition causes each to fail.

Your checkpoint

A 12-item airflow problem set solved for CFM, delta-T, and sensible capacity with correct units, plus a labeled total external static pressure diagram for one sample system.

Week 7

Air Distribution, Duct and Envelope Testing & System Performance, Efficiency and Troubleshooting

  • Describe the setup and procedure for a duct leakage test and judge sample CFM25 results against a stated program threshold.

  • Select and interpret the right envelope metric among CFM50, ACH50, and leakage per unit envelope area for a given building description.

  • Choose between superheat, subcooling, and approach charging methods for fixed-orifice versus TXV systems and justify the choice.

  • Diagnose low airflow, overcharge, and a restricted filter from a table of simultaneous dry-bulb, wet-bulb, superheat, and static pressure readings.

Your checkpoint

A 10-case diagnostic table where each case gets a written fault, the two readings that prove it, and the corrective action, scored at 80% or better against your own written rubric.

Week 8

System Performance, Efficiency and Troubleshooting & Refrigeration Systems and Refrigerant Handling & Electrical and Controls & Heating Systems and Combustion & Air Distribution, Duct and Envelope Testing

  • Assemble a single one-page reference sheet of formulas, conversions, and safety limits recalled without notes.

  • Complete two timed 50-question mixed practice sets and rank every miss by domain.

  • Re-teach your two weakest domains from memory in a five-minute written or recorded explanation.

  • Re-run every earlier week's deliverable and log pass or fail on each one.

Your checkpoint

A scored 100-question mixed final self-assessment with a written study log showing each of the five domains at 80% or better, plus a dated remediation list for anything below.

Milestones

Week 2: Explain evaporation and metering in three sentences without notes, and score 85% or better on 25 superheat and subcooling items.

Week 4: Complete a timed 40-question mixed set on Domains 1 and 2 at 75% or better, with every miss rewritten as a corrected flashcard.

Week 6: Compute steady-state efficiency and total external static pressure for three sample systems with no formula sheet in front of you.

Week 8: Score 80% or better in each of the five domains on the final 100-question mixed set, with a written remediation list for anything lower.