NABCEP SHSI study plan
NABCEP SHSI · Give each week a clear focus.
8 weeks · About 7 hours per week
Solar Heating System Design and Sizing
Compute daily and monthly space-heating and DHW loads from degree-day and draw-volume data for two sample homes
Size a flat-plate collector array to meet 50% and 70% solar fractions, and compare the resulting area and storage volumes
Calculate collector-loop flow rate from manufacturer-specified flow per collector and check it against pipe sizing limits
Derive expansion-tank acceptance volume and precharge pressure for a closed glycol loop with a known static height
Your checkpoint
A one-page sizing worksheet for two homes showing loads, collector area, tank volume, flow rate, and expansion-tank figures with unit checks
Solar Heating System Design and Sizing & Safety, Codes and Standards
Select pipe, insulation, and pump materials rated for the maximum stagnation temperature of the chosen collector
Apply freeze-protection rules for glycol concentration and drainback slope to a design layout
Identify the code and standard clauses that govern potable-water separation in a combi system and list the required backflow devices
Check a design against collector mounting wind and snow-load requirements for the local jurisdiction
Your checkpoint
An annotated system schematic with freeze protection, backflow protection, and pressure-relief points labeled and justified in a short written key
Solar Heating System Installation
Lay out a collector array on a roof plan showing row spacing, tilt, azimuth, and penetration locations
Write a step-by-step installation sequence from roof flashing through collector connection, piping, and insulation
Specify pipe supports, expansion compensation, and high-point air removal for a pumped glycol loop
Plan the sensor placement and wiring routes for collector, tank, and outdoor reset sensors before rough-in
Your checkpoint
A complete installation work package: roof layout drawing, sequence of work, and sensor/wiring plan
Solar Heating System Installation & Safety, Codes and Standards
Assemble a glycol loop by instruction, including flushing, mixing to the target concentration, and pressure testing
Verify relief valve discharge piping, vacuum relief, and check-valve orientation against the schematic
Document torque values, insulation joints, and labeling required for inspection
Explain the electrical disconnect and controller wiring requirements that apply to a residential solar thermal installation
Your checkpoint
A signed-off mock or bench installation checklist with pressure-test record and glycol concentration reading
Solar Heating System Commissioning and Troubleshooting
Commission a system by setting controller parameters, pump speed, and differential setpoints to design values
Measure and record flow rate, inlet and outlet temperatures, and pressure drop, then compute delivered collector output
Diagnose three seeded faults (air lock, reversed sensor, low glycol concentration) from symptom descriptions alone
Write a commissioning report that compares measured performance with the design prediction
Your checkpoint
A completed commissioning report with measured flow, temperatures, delta-T, and computed output versus design for one system
Solar Heating System Commissioning and Troubleshooting & Solar Heating System Operation and Maintenance
Build a troubleshooting decision tree covering no-flow, low delta-T, overheating, and repeated air accumulation
Interpret controller error codes and sensor resistance readings to isolate a failed component
Draft a 12-month maintenance schedule listing glycol testing, anode inspection, relief-valve exercise, and pump checks
Practice a customer handover walkthrough explaining stagnation behavior, vacation settings, and freeze alarms
Your checkpoint
A troubleshooting flowchart plus a 12-month maintenance calendar with task owners and intervals
Solar Heating System Operation and Maintenance
Evaluate a glycol sample report and decide whether to top up, dilute, or replace the fluid
Inspect insulation, flashing, and mounting hardware for degradation and record findings in a condition report
Analyze a year of logged performance data to spot seasonal underperformance and propose corrective actions
Explain how to safely isolate and drain a loop for service, including stagnation and scald precautions
Your checkpoint
A sample annual service report containing fluid test interpretation, inspection findings, performance analysis, and recommended actions
Solar Heating System Design and Sizing & Solar Heating System Installation & Solar Heating System Commissioning and Troubleshooting & Solar Heating System Operation and Maintenance & Safety, Codes and Standards
Complete a timed 100-question practice set weighted by domain percentage and review every missed item
Re-derive the five most error-prone calculations (solar fraction, expansion tank, flow rate, delta-T output, freeze point) from memory
Summarize each domain's key code references and safety limits on a single reference sheet
Identify remaining weak areas and schedule targeted review before exam day
Your checkpoint
A scored practice exam with a written error log and a one-page personal reference sheet
Milestones
Week 2: Can size a full system and justify freeze, backflow, and relief protection without notes
Week 4: Can complete a pressure test, glycol mix, and inspection-ready labeling on a bench loop
Week 6: Can diagnose a seeded fault and produce a commissioning report matching design within 15%
Week 8: Scores at least 80% on the weighted practice exam with a written error log