NABCEP SH Associate study plan
NABCEP SH Associate · Give each week a clear focus.
8 weeks · About 6 hours per week
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.
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.
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.
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.
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.
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.
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.
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.