NABCEP SH Associate study materials
NABCEP SH Associate study resources

NABCEP SH Associate study plan

NABCEP SH Associate · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Conducting a site analysis, including load analysis

  • Build a blank site-analysis worksheet you can reuse, with fields for orientation, tilt, shading, roof or ground condition, and available area.

  • Practice a full load analysis on a sample household: list appliances, estimate daily watt-hours, and apply a design margin and an autonomy allowance.

  • Explain in writing how daily energy demand, peak sun hours, and system losses combine to size array and battery capacity.

  • Identify which site data you must collect on every visit before any equipment is quoted.

Your checkpoint

A completed two-page site and load analysis for one realistic sample project, including a daily energy budget table and a one-paragraph sizing rationale.

Week 2

Conducting a site analysis, including load analysis

  • Compare three site types (pitched roof, flat roof, ground mount) and record what changes in the analysis for each.

  • Calculate battery bank capacity for two autonomy scenarios and note how depth of discharge and temperature derating shift the result.

  • Produce a shading estimate for a described obstruction and translate it into a percentage production loss.

Your checkpoint

A one-page comparison sheet of three site types plus a worked battery sizing calculation for two autonomy cases.

Week 3

Identifying SH safety practices, standards, codes and certification

  • Map each major safety hazard in a solar hot water installation to the control that prevents it.

  • Summarize the code topics that govern potable water connections, pressure relief, and freeze protection, citing the code family rather than memorizing clause numbers.

  • Describe the certification and licensing landscape a solar thermal installer typically encounters and what each credential actually covers.

  • Draft a pre-installation safety checklist covering roof access, lifting, electrical isolation, and scald risk.

Your checkpoint

A hazard-to-control matrix with at least ten rows plus a printable pre-installation safety checklist.

Week 4

Identifying SH safety practices, standards, codes and certification & Identifying systems for specific climates and applications

  • Match collector types to climate and load profile: flat plate, evacuated tube, and unglazed, with reasoning for each match.

  • Design a freeze-protection strategy for a cold climate and a stagnation strategy for a hot, high-irradiance climate.

  • Explain how hard water, dust, salt air, and snow load each change system selection or mounting.

Your checkpoint

A climate-to-system decision table covering at least four climate profiles, each with collector choice, freeze strategy, and mounting note.

Week 5

Identifying systems for specific climates and applications & Identifying proper orientation and installation methods

  • Determine correct orientation and tilt for year-round domestic hot water versus a winter-maximizing design, and state the tradeoff.

  • Lay out a collector array on a described roof, showing row spacing that avoids inter-row shading at the winter solstice.

  • Specify the pipe route, insulation, and drainback or closed-loop arrangement for one chosen design.

  • Identify the installation sequence from roof penetration through commissioning.

Your checkpoint

A dimensioned array layout sketch with tilt, azimuth, row spacing, and a numbered installation sequence.

Week 6

Identifying proper use of balance of system components and materials

  • List each balance-of-system component in a pumped solar thermal system and state its function and common failure mode.

  • Select and justify expansion tank, pressure relief valve, check valve, air vent, and controller settings for one design.

  • Explain how heat transfer fluid choice affects materials, maintenance interval, and freeze protection.

  • Describe how sensor placement and controller differential settings influence pump cycling and energy yield.

Your checkpoint

A labeled BOS component schedule for one system, with function, selection rationale, and setpoint for each item.

Week 7

Identifying common SH maintenance items

  • Build a preventive maintenance calendar covering fluid checks, pressure and expansion tank inspection, collector cleaning, and freeze protection verification.

  • Diagnose three described faults (no hot water, frequent relief valve discharge, pump short cycling) and trace each to likely causes.

  • Write the steps for a safe seasonal shutdown and restart of a solar thermal system.

  • Distinguish owner-level maintenance tasks from tasks requiring a qualified technician.

Your checkpoint

A twelve-month maintenance calendar plus a troubleshooting flowchart covering at least three fault symptoms.

Week 8

Conducting a site analysis, including load analysis & Identifying SH safety practices, standards, codes and certification & Identifying systems for specific climates and applications & Identifying proper orientation and installation methods & Identifying proper use of balance of system components and materials & Identifying common SH maintenance items

  • Revisit your weakest two domains and redo one practice task for each without notes.

  • Assemble a single one-page reference sheet of key formulas, climate rules of thumb, and safety controls.

  • Run a timed mixed review across all six domains and log every missed concept.

  • Review your logged misses and confirm each is now explainable in your own words.

Your checkpoint

A one-page personal reference sheet plus a scored mixed review log with every miss annotated as resolved.

Milestones

Week 2: You can size a battery bank and array from a load table and explain each derating factor without referring to notes.

Week 4: You can pick a collector type and freeze strategy for any described climate and defend the choice in three sentences.

Week 6: You can name every BOS component in a pumped system and state its function and setpoint from memory.

Week 8: You score at least 80 percent on the mixed review and can explain every missed concept in your own words.