OR HVAC Contractor study materials
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OR HVAC Contractor study plan

OR HVAC Contractor · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Oregon Contractor Business Practices and Law & Heating, Ventilating, and Air Conditioning Systems

  • Map the Oregon Construction Contractors Board licensing path for an HVAC/R contractor, including the required surety bond amount and liability insurance minimums, and write them from memory.

  • Explain in writing the difference between a licensed contractor, a registered specialty contractor, and an unlicensed operator under Oregon law, with one example of work each may and may not perform.

  • Outline the required contents of a residential HVAC contract (scope, price, payment schedule, notice of right to cancel, lien notices) and identify three omissions that commonly trigger complaints.

  • Calculate load-side airflow using the sensible heat equation Q = 1.08 x CFM x delta-T, working five problems with different entering conditions.

  • Sketch a basic vapor-compression cooling cycle and label the four components, the two pressures, and the state of refrigerant at each point.

Your checkpoint

A one-page reference sheet listing Oregon contractor licensing, bonding, and insurance numbers plus the contract-clause checklist, self-quizzed to 90% accuracy.

Week 2

Oregon Contractor Business Practices and Law & Oregon Building Codes and Administrative Provisions

  • Sequence the steps an Oregon contractor must take when a complaint is filed, from CBB notification through dispute resolution and possible sanction.

  • Summarize Oregon lien law timelines for a residential HVAC project, including the pre-lien notice, the 75-day window, and the foreclosure period.

  • Locate the Oregon Residential Specialty Code and Oregon Mechanical Specialty Code adoption structure and state which edition governs permits filed today.

  • List the permit, inspection, and final-approval sequence for replacing a residential forced-air furnace, naming who may pull the permit.

  • Draft the records a contractor must retain for employee and subcontractor payroll under Oregon prevailing-wage rules for a public school HVAC retrofit.

Your checkpoint

A written 10-step permit-to-final-inspection workflow for a residential furnace replacement, cross-checked against the adopted code sections.

Week 3

Heating, Ventilating, and Air Conditioning Systems & Refrigeration Systems and Components

  • Perform a room-by-room Manual J style load estimate for a single-family house using envelope, glazing, and internal-gain inputs, and document assumptions.

  • Select equipment and size ductwork from a completed load calculation, verifying static pressure budget and supply/return velocities against accepted limits.

  • Describe the function and failure symptoms of each major refrigeration component: compressor, condenser, metering device, evaporator, and receiver/accumulator.

  • Explain superheat and subcooling targets for a fixed-orifice and a TXV system, and diagnose three charging faults from gauge readings alone.

  • Trace refrigerant flow and identify the state at six labeled points on a provided system description, including the difference between a heat pump in heating and cooling mode.

Your checkpoint

A completed load calculation summary and equipment selection sheet for one sample house, plus a labeled refrigeration cycle diagram with superheat and subcooling values worked out.

Week 4

Heating, Ventilating, and Air Conditioning Systems & Refrigeration Systems and Components

  • Compare fixed-orifice, TXV, and EEV metering strategies and state which applications each suits and why.

  • Diagnose five common refrigeration faults (restriction, undercharge, overcharge, non-condensables, bad compressor valves) from a written set of pressures and temperatures.

  • Explain combustion efficiency, excess air, and stack temperature relationships for a gas furnace and how each affects steady-state efficiency.

  • Size and lay out a trunk-and-branch duct system for a two-story house, including manual damper placement and return-air strategy.

  • Describe refrigerant recovery, recycling, and evacuation procedures and the recordkeeping required for appliance disposal under federal refrigerant rules.

Your checkpoint

A fault-diagnosis worksheet with five cases, each showing readings, the diagnosis, the reasoning, and the corrective action.

Week 5

Electrical and Controls for HVAC/R Equipment & Fuel Gas Piping and Combustion Appliances

  • Identify the NEC articles that govern HVAC/R branch circuits, disconnecting means, motor overload protection, and hermetic refrigerant motor-compressors.

  • Calculate minimum conductor ampacity and overcurrent protection for a packaged unit using nameplate minimum circuit ampacity and maximum overcurrent protection values.

  • Explain Class 2 low-voltage control wiring limits, thermostat circuit types, and the purpose of a C-wire, and wire a basic heating/cooling thermostat from a schematic.

  • Size a natural gas or LP branch line for a furnace and range using the longest-run method, and state the required sediment trap, union, and shutoff valve locations.

  • Describe combustion air requirements for a confined space and how a Category IV condensing appliance differs in venting from a natural-draft unit.

Your checkpoint

A one-line electrical and gas piping diagram for a furnace-plus-AC installation, with conductor size, breaker size, and gas pipe size annotated and justified.

Week 6

Oregon Building Codes and Administrative Provisions & Fuel Gas Piping and Combustion Appliances

  • Cite the code requirements for appliance clearances, access, condensate disposal, and platform construction for an attic or closet furnace installation.

  • Explain the inspection points a mechanical inspector will check on a gas furnace changeout and list the documentation to have on site.

  • Describe the safety sequence of a standing-pilot versus intermittent-ignition furnace and the components that prove flame and draft.

  • Identify the code and practical requirements for seismic strapping, flex connectors, and protection of gas piping through framing.

  • Summarize Oregon administrative provisions for code interpretations, appeals, and the role of the local building official versus the state.

Your checkpoint

A pre-inspection checklist for a gas furnace changeout with each item tied to a specific code requirement.

Week 7

Safety, Tools, and Jobsite Practices & Refrigeration Systems and Components

  • List the PPE, lockout/tagout, and refrigerant handling steps required before opening a live electrical panel or a pressurized system.

  • Describe safe recovery cylinder practices, including filling limits, hydrostatic testing, and cylinder marking.

  • Explain brazing safety, nitrogen purge, and the fire watch requirements when working near combustible construction.

  • Outline fall protection, ladder, and attic-access hazards for a typical residential HVAC service call and the controls for each.

  • Diagnose a refrigerant leak using electronic, ultrasonic, and dye methods, and state when each method is appropriate.

Your checkpoint

A jobsite safety plan for one service call scenario, covering hazards, controls, PPE, and emergency response, reviewed against a written self-audit.

Week 8

Oregon Contractor Business Practices and Law & Heating, Ventilating, and Air Conditioning Systems & Safety, Tools, and Jobsite Practices

  • Complete a full-length timed practice exam under test conditions and record the score by domain.

  • Review every missed item, write the underlying rule or principle, and re-test those items until correct twice.

  • Re-derive the ten highest-yield formulas (airflow, load, superheat, subcooling, gas pipe sizing, ampacity) from memory.

  • Rehearse Oregon business-practice scenarios: change orders, payment disputes, warranty obligations, and employee supervision.

  • Build a final one-page cheat sheet of code citations and limits you tend to forget.

Your checkpoint

A scored practice exam with a domain-by-domain error log and a completed one-page cheat sheet.

Milestones

Week 2: Can state Oregon contractor licensing, bonding, and insurance requirements and the permit-to-inspection sequence without notes.

Week 4: Can complete a load calculation and diagnose five refrigeration faults from readings with 80% or better on a self-made quiz.

Week 6: Can produce an electrical and gas piping diagram with correct conductor, breaker, and pipe sizes, and pass a code-citation self-check.

Week 8: Scores at least 80% overall on a timed practice exam with no domain below 70%.