Operating Engineer Jta Comment

BUILDING TECHNOLOGIES
Job/Task Analysis for

an Operating
Engineer/Building
Technician: Public
Comment Draft
September 2011
DOE/GO-102011-3425 September
2011
Printed with renewable-source ink on paper containing at

least 50% wastepaper, including 10% post-consumer waste.
OperatingEngineer/BuildingTechnician
JobDescription
AnOperatingEngineer/BuildingTechnician
isaprofessionalwhomanages
commercialandlaboratorybuildingsbymaintaining,operating,andrepairingHVAC,
lifesafety,electrical,andplumbingsystems,
andperforminggeneralbuilding
maintenancetooptimizeequipmentperformance,maintainthebuildings
operability,andensurethecomfortandsafetyofoccupants.
Aproposedcontentoutlineresultingfromthisjob/taskanalysisfollows.
A
B
C
D
E
F
G
OperatingEngineer/BuildingTechnician
OperatingHVACSystems
MaintainingHVACSystems
RepairingHVACSystems
OverseeingLifeSafetySystems
MaintainingElectricalSystems
MaintainingPlumbingSystems
PerformingGeneralBuildingMaintenance
DRAFT,forCommentOnlyDoNotCite
Contents
1.0
Introduction......................................................................................................................................5
2.0
SubjectMatterExpertSelectionProcess..........................................................................................
3.0
Job/TaskAnalysisWorkshop.............................................................................................................
4.0
Results...............................................................................................................................................
5.0
References........................................................................................................................................6
6.0
Nomenclature...................................................................................................................................7
7.0
ProposedContentBlueprint............................................................................................................. 8
8.0
Knowledge.......................................................................................................................................11
9.0
Skills,Abilities,andAttributes........................................................................................................ 14
10.0
PhysicalConditions......................................................................................................................... 16
11.0
Tools,Equipment,andResources...................................................................................................
17
12.0
DACUMChart..................................................................................................................................
20
1.0
Introduction
TheNationalRenewableEnergyLaboratorysecuredtheservicesofProfessionalTestingtohelpdevelop
ajob/taskanalysis(JTA)foroperatingengineers/buildingtechnicians.
JTAisaprocedureforanalyzingthetasksperformedbyindividualsinanoccupation,aswellasthe
knowledge,skills,andabilitiesrequiredtoperformthosetasks.Specifically,aJTAcanbedefinedas
anysystematicprocedureforcollectingandanalyzingjobrelatedinformationtomeetaparticular
purpose(Raymond2001).JTAcanbeusedtodescribe,classify,andevaluatejobs;ensurecompliance
withlegalandquasilegalrequirements;developtraining,promoteworkermobility,planworkforces,
increaseefficiencyandsafety,andappraiseperformance(Brannicketal.2007).
JTAistraditionallyusedbysecondaryandpostsecondaryeducators,testdevelopers,andbusiness,
industry,government,andmilitarytrainerstohelpidentifycoreknowledgeareas,criticalwork
functions,andskillsthatarecommonacrossarepresentativesamplingofcurrentpractitioners.
Thisprojectusedthedevelopingacurriculum(DACUM)methodtoconductaJTA.DACUMisan
occupationalanalysisledbyatrainedfacilitator,wherepractitionersinaspecificoccupationcome
togetherforamultidayworkshoptoprovideinputaboutthespecifictasks,knowledge,andskills
neededtoperformtheirjob.
Thisdocumentprovidesdraftresultsoftheanalysisandwillformthebasisforasubsequentindustry
validationphase,wherealargergroupofindustrypractitionerswillevaluatethelistofjobrelated
tasks.Thisgroupwillensurethattheidentifiedtasksandweightingfactorsaccuratelyrepresentthejob
ofanoperatingengineer/buildingtechnician.Thisstepwillalsoprovideanopportunityforindustryto
identifyanymissedtasksoranythatwereincludederroneously.
Thecontentpresentedinthisdocumentwascreatedbyindustrypractitionersandisintendedtoportray
thejobofanoperatingengineer/buildingtechnicianascurrentlypracticed.
2.0
Subject Matter Expert Selection Process
ProfessionalTestinghelpedtoestablishthecriteriaforselectingtheDACUMpanelofsubjectmatter
experts(SMEs).Tobeeligiblefortheworkshoppanel,applicantswererequiredtosubmitanelectronic
applicationandtodemonstratethattheywereactivepractitionersintheirfield.Tocreatea
representativepanelofpractitioners,ProfessionalTestingselectedSMEsfromalargerapplicantpoolto
ensure:
Geographicdiversity
Representationofawiderangeofexperiencelevels(novicetoexpert)
Nosingleorganizationororganizationsizedominatedthegroup
Allsectorswererepresentedwithnosinglesectordominating(publicversusprivate)
Diversityofindustryrelatedcredentials,representedbythepanelists.
Sixapplicantsmeetingtheabovecriteriawereselectedtocreatetheoperatingengineer/building
technicianSMEpanel.
3.0
Job/Task Analysis Workshop
Theoperatingengineer/buildingtechnicianJTAworkshopwasheldinDenver,Colorado,May1113,
2011.
TheDACUMPhilosophy:
Practitionerscandescribeand
definetheirjobsmoreaccurately
thananyoneelse.
Oneofthemosteffectivewaysto
defineajobistodescribethe
taskspractitionersperform.
Alljobscanbeeffectivelyand
sufficientlydescribedintermsof
thetaskssuccessfulworkers
perform.
Alltasks,tobeperformed
correctly,demandcertain
knowledge,skills,abilities,
attributes,andtools.
Day1consistedofanintroductiontotheDACUM
process.ThetrainedDACUMfacilitatorexplainedthe
JTAprocessandprovidedtheSMEpanelwithdutyand
taskstatementdefinitions.Adutyreflectsalargearea
ofworkforaspecificprofession;multipletasks
describehowtoperformeachduty.Thepresentation
thenshiftedtoadiscussionaboutoperating
engineers/buildingtechnicians,morespecificallythe
who,how,what,andwhyoftheprofession.The
SMEpanelistscompiledthisinformationintoa
comprehensivelisttocapturekeyoperating
engineer/buildingtechnicianjobcomponents.
Thenextstepwastoidentifyduty(ordomain)areas.
OncetheSMEpanelistsreachedconsensusonthe
dutyareas,theydelineatedeachdutybyidentifying
therequiredtasks.
OnDay2,thefacilitatorprojectedaspreadsheetthat
containedtheidentifieddutyareasandcorresponding
taskstatements.TheSMEswereaskedtolistthe
stepsundereachtaskandtoidentifytheknowledge,skills,abilities,andtoolsneededtocompleteeach
task.
OnDay3,workconcludedwiththeSMEsfinalizinganoverarchingjobdescriptionforoperating
engineers/buildingtechnicians.
4.0
Results
Thisdocumentpresentsaspectsofanoperatingengineer/buildingtechnician,ascapturedbythe6
memberpanelduringtheMay1113,2011JTAworkshopinDenver,Colorado.Thetablesthatfollow
reflectjobrequirementsandaremeanttoprovideaclearunderstandinganddetaileddescriptionofthe
workperformed.
5.0
References
Brannick,M.T.,Levine,E.L.,&Morgeson,F.P.(2007).Jobandworkanalysis:Methods,researchand
applicationsforhumanresourcemanagement.ThousandOaks,CA:Sage.
Raymond,M.R.(2001).Jobanalysisandthespecificationofcontentforlicensureandcertification
examinations.AppliedMeasurementinEducation14(4),369415.
6.0
Nomenclature
Table1providesalistoftheacronymsandabbreviationsusedinthisdocument.Inadditionto
increasingtheefficiencyofcommunications,manytechnicalandprocessacronymsareusefulin
memoryretentionandlearning.Occupationalacronymsarethereforeofinteresttotrainersand
curriculumdesigners.
Table 1: List of Acronyms and Abbreviations
Nomenclature
AHJ
BAS
DACUM
F
HVAC
JTA
MSDS
O2
O&M
PPE
PRV
SME
Definition
Authorityhavingjurisdiction
Buildingautomationsystem
Developingacurriculum
Fahrenheit
Heating,ventilation,andairconditioning
Job/taskanalysis
Materialsafetydatasheets
Oxygen
Operations&maintenance
Personalprotectiveequipment
Pressurereducingvalve
Subjectmatterexpert
7.0
Proposed Content Blueprint
TheSMEsratedthelistofjobrelateddutiesandtasksdefinedduringtheJTAworkshopbasedonatwo
factorscale:theimportanceofthedutyareaortasktooveralljobperformanceandthefrequencywith
whichdutiesandtasksareperformed.Theresultisaweightedrankingofthedutiesandtasksknownas
acontentblueprint.
Theproposedcontentblueprintprovidesaninitialbasisfromwhichanassessment(e.g.,acertification
orlicensureexamination)maybeconstructedandprovidescurriculumdeveloperswithamodeltoalign
trainingtothecoreneedsoftheoccupation.
Table 2: Proposed Content Blueprint for Operating Engineers/Building Technicians
1
2
3
4
5
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
DutiesandTasks
CollectOperatingData
AdjustBASParameters
AnalyzeEquipmentPerformance
CoordinateHVACSystemChanges
CheckOperationalEfficiencies
ChangeAirFilters
CleanAirFilters
CleanCoilWaterStrainer
CleanCondenserorFanCoils
CleanCoolingTowerBasin
CleanCoolingTowerStrainers
CleanPumpStrainers
CleanSideStreamFilter
CleanSideStreamSeparator
PerformAirDamperMaintenance
PerformAirDryerMaintenance
PerformBoilerMaintenance
PerformExpansionTankMaintenance
PerformFanMaintenance
PerformHeatExchangerMaintenance
PerformPumpMaintenance
PerformSteamTrapMaintenance
PerformValveMaintenance
PerformWaterTreatmentTesting
PerformAirCompressorMaintenance
CleanChillerTubes
TestSecondaryBoilerFuelSystem
Weighting
9%
2%
2%
2%
2%
1%
32%
2%
2%
1%
1%
2%
2%
2%
2%
1%
1%
1%
2%
1%
2%
1%
2%
1%
1%
2%
1%
1%
1%

Table 2 (Continued): Proposed Content Blueprint for Operating Engineers/Building Technicians
1
2
3
4
5
6
7
8
9
10
11
12
1
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8
9
10
1
2
3
4
5
6
7
8
9
DutiesandTasks
CalibrateEquipmentControls
ChangeCoolingTowerFillMedia
FabricateSheetMetal
RecoverRefrigerant
RepairAirDampers
RepairRefrigerantLeaks
ReplaceBASInputandOutputComponents
ReplaceMechanicalPumpSeals
ReplacePumps
TroubleshootMixingBox
TroubleshootFanCoilUnits
TroubleshootVariableAirVolumeBox
OperateFireAlarmPanel
TestFireAlarmSystems
TestEmergencyGenerator
TestFirePumps
TestSprinklerSystems
TestSmokeandHeatSensors
InspectFireExtinguishers
InspectSprinklerDripLegs
TroubleshootLightingSystems
AdjustLightingProgramming
ReplaceLamps
ReplaceBallasts
MaintainLampsandBallastInventory
ChangeElectricalFuses
ChangeControlBoards
ChangeElectricalFixtures
ChangeElectricalRelays
ReplaceElectricalMotors
MaintainPlumbingFixtures
MaintainSewageInjectors
MaintainWaterHeaters
IdentifyIrrigationLeakLocation
MaintainDrains
MaintainBackflowPreventers
MaintainPressureReducingValves(PRV)
ReplaceWaterFilters
WinterizeIrrigationSystem
Weighting
14%
2%
1%
1%
1%
1%
2%
1%
1%
1%
1%
1%
1%
14%
2%
2%
2%
2%
2%
1%
2%
1%
13%
1%
1%
2%
1%
2%
2%
1%
1%
1%
1%
12%
1%
1%
1%
1%
2%
2%
2%
1%
1%

Table 2 (Continued): Proposed Content Blueprint for Operating Engineers/Building Technicians
G
1
2
3
4
5
6
Total
DutiesandTasks
MaintainDoorHardware
MaintainRoofSystems
MaintainCeilingTiles
MaintainFlooring
MaintainWindowSystems
PerformMinorWallRepairs
10
Weighting
6%
1%
1%
1%
1%
1%
1%
100%
8.0
Knowledge
TheSMEsidentifiedandcategorizedspecifictypesofknowledgeneededtobeaproficientoperating
engineer/buildingtechnician(Table3).Generalknowledgeareas(calculations,basicmeasurements,
andcommunications),althoughnotexclusivetothisoccupation,werealsoidentifiedusingagroup
consensusprocess(Table4).Thepanelistsconcludedthatapractitionermustmastertheknowledgein
bothtablestobecompetentasanoperatingengineer/buildingtechnician.
Table 3: Specialized Knowledge Required of Operating Engineers/Building Technicians
SpecializedKnowledge
Actuatortypes
Firemonitoringcompanycontactinformation
Adhesivetypes
Firepumptypes
Airdryersystems
Firesprinklersystemtypes
Backflowpreventertypes/operations
Flooringtypes
Ballasttypes
Fluidsystems
Boardtypes
Flushvalvetypes
Boilertypes
Fueltypes/systems
Ceilingsystems
Fusetypes
Ceilingtiletypes
Gassystems
Chemistry(basic)
Generatortypes
Chillerwatersystems/types
Healthandsafetyprocedures
Coldwatersystems/types
Heattransfers
Componenttypes
Heatingsystems
Compressortypes
Heatexchangertypes
Computersystems/programs
Hotwatersystems/types
Condenserequipment
Hotworkprocedures
Condenserwatersystems
Howtoreadgauges
Controlsystems
HVACsystems
Coolingtowertypes/equipment
Hydronicsystems
Dampersystems
Irrigationsystems/types
Deionizedwater
Lamptypes
Digitalcontrols/systems
Landscaping
Domesticwatersystems
Lightingcontrols/systems
Doorclosuretypes
Lightingfixturetypes
Doorhingetypes
Lockout/tagoutprocedures
Doorlocktypes
Mechanicalsealtypes
Electricalfixturetypes
Mechanicalsystems
Electricalsystems
Mixingboxtypes
Electronics
Monitoringcompanycontactinformation
Equipmentoperations/performance
Motortypes
Equipmentsequenceofoperations
MSDS
Expansiontanktypes
Operatingprocedures/parameters
Fancoilunittypes
Plumbingfixturetypes
Fantypes
Plumbingsystems
Faucettypes
Pneumaticcontrols/systems
Filterperformance
Pressurizedsystems/vessels
Filtertypes/sizes
PRVtypes
Firealarmsystem/paneltypes
Pumptypes/operation
Fireextinguishertypes
Refrigeranttypes
11

Table 3 (Continued): Specialized Knowledge Required of Operating Engineers/Building
Technicians
Refrigerationsystems
Relaytypes
Roofingsystems/materials
Safetyprocedures
Separatorsystems
Sewagesystemtypes
Sheetmetalfabrication
Sidestreamfiltertypes
Sprinklersystemtypes
Steamsystems
Steamtraptypes
Systemcontrols
Systemsserved
Testequipment
Tuningacontrolloop
Valves
Variableairvolumetypes
Ventilationsystems
Wallrepairtechniques
Waterchemicals
Watertestingequipment
Windowoperatortypes
Windowsealtypes
Windowshadingtypes
Windowtypes
Table 4: General Knowledge Required of Operating Engineers/Building Technicians
GeneralKnowledge
Calculations
Changenumbersfromfractionsintodecimalsand
Performsimplemathoperationsofaddition
back
Changenumbersfrompercentintodecimalsand
Performsimplemathoperationsofdivision
back
Collectinformationtosolveaproblem
Performsimplemathoperationsofmultiplication
Comparenumbers
Performsimplemathoperationsofsubtraction
Figureaverages
Solveformulacalculationswithoneunknown
Makeroughestimates
Solvepercentproblems
Measureangles
Solveproblemswithgraphs
Performmathoperationsusingsigned(positive
Solveratioproblems
andnegative)numbers
Performmathoperationsusingsingleand
Transfernumbersequencesfromasourceintoa
multipledigitnumbers
column
Performmathematicaloperationswithdecimals
Useacalculator
Performmathematicaloperationswithfractions
BasicMeasurements
Calculatetheperimeterandareasofcommon
Measurelineardistances(length,width,etc.)
figures
Convertmeasurementsfromoneunittoanother
Measuretemperaturetowithin1degreeF
(Englishtometric,etc.)
Estimateandapproximatemeasurements
Measurevolume(cubicinches,liters,etc.)
Measureweightsusingdevicescalibratedin
Measureaccuratelyto0.01inches
ounces
Measurearea(squareinches,squarecentimeters, Measureweightsusingdevicescalibratedin
etc.)
pounds
Measurelengthto1/32ofaninch
Readandusethescaleofadrawing
12

Table 4 (Continued): General Knowledge Required of Operating Engineers/Building Technicians
GeneralKnowledge
Calculations
Readmeasurementstakenwithcommon
Recordmeasurements,usingappropriateunit
measuringtools
notations(feet,yards,etc.)
Usetoolstomeasurequantitiesandsolve
Read,interpret,andusesize/scalerelationships
problemsinvolvingmeasurements
Communications
Askquestions
Participateinbrainstorming
Communicateusingthevocabulary/terminology
Readandfollowamap,chart,plan,etc.
ofarelatedtrade
Communicatewithcoworkersand/orbusiness
Readandfollowdirectionsfoundinequipment
peopleverbally(facetoface)
manualsandcodebooks
Readandinterpretdirectionsfoundonlabels,
people verbally (telephone, radio)

packages,orinstructionsheets
Readcodes(buildingcodes,electricalcodes,
peopleinwriting(letters,memos)
standards,etc.)
Evaluateoptions/alternatives
Readdrawingsandspecificationssheets
Evaluatesolutions
Readflowcharts
Explainprocedures
Readstatisticaldata
Readinformationfromtablesandgraphs(bar,
Findinformationincatalogs
circle,etc.)
Findinformationinreferences(machinery
Researchinformation
handbook,tap/drillcharts,etc.)
Followverbaljobinstructions
Summarizeinformation
Listen
Writewordsandnumberslegibly
13
9.0
Skills, Abilities, and Attributes
Aproficientworkerpossesseskeyskills,abilities,andattributesthatinfluencejobsuccess.Skillsare
developedthroughexperienceandtrainingandmayapplytoawiderangeoftasks;properskillsenable
workerstoperformtheirtaskswithprecisionandquality.
Abilitiesandattributesaremorefundamentalthanknowledgeandskills;theyrepresentunderlying,
enduringtraits,bothcognitiveandphysical,thatsupportthesuccessfulperformanceofawiderangeof
jobtasks.
Thepanelistsidentifiedtaskspecificskillsandabilities,aswellasbroadattributes(e.g.,analytic,
creative,patient),todefinetherecommendedtraitsanoperatingengineer/buildingtechnicianshould
possess(Table5).
HumanResourceprofessionalsandjobanalystsoftenanalyzeskills,abilities,andattributestocompare
jobsintermsofworkercharacteristics.
Table 5: Skills, Abilities, and Attributes Required of Operating Engineers/Building Technicians
Skills,Abilities,andAttributes
Abilitytooperatefirealarm/panel
Inventoryskills
Abilitytooperaterecoveryequipment
Listeningskills
Abilitytoreadgauges
Literate
Abilitytoworkonboilersystems
Locksmithingskills
Abilitytoworkonsteamsystems
Managesstress/pressure
Accurate/Precise
Mathematicalskills
Adaptable/Flexible
Multitasker
Alignmentskills
Nonaggressive
Brazingskills
Openmindedtochange
Calibrationskills
Paintingskills
Carpetingskills
Patience
Commonsense
Persistent
Computerskills
Personalhygiene
Confident
Physicalstamina
Conscientious
Plumbingskills
Controlskills
Pneumaticskills
Cooperative
Positiveattitude
Courteous
Possesseshighselfesteem
Criticalthinker
Possessesintegrity
Customeroriented
Prideinjob
Dependable
Problemsolvingskills
Detailoriented
Professional
Eagertolearnnewthings
Programmingskills
Electricalskills
Punctual
Enthusiastic
Qualityfocused
Ethical
Respectful
Focused
Responsible/accountable
Freeofsubstanceabuse
Riggingskills
Goaloriented
Safetyconscious
Helpful
Selfcontrol
Honest
Selfdiscipline
Industrious
Selfmotivated
14

Table 5 (Continued): Skills, Abilities, and Attributes Required of Operating Engineers/Building
Technicians
Skills,Abilities,andAttributes
Timemanagementskills
Tolerant
Trustworthy
Unbiased
Wallrepairskills
Writtencommunicationskills
Mechanicalskills
Abilitytoliftheavyobjects
Analytical
AbilitytoreadandunderstandO&Mmanuals
Goodhandeyecoordination
Abilitytounderstandmechanicalsystems
Manualdexterity
Abilitytousehandtools
Mathematicalskills
Abilitytousepowertools
Problemsolvingskills
Abilitytoworkwithhands
Understandingtolerances
Sheetmetalskills
Solderingskills
Stockroomskills
Takesinitiative
Teamplayer
Tilingskills
15
10.0 Physical Conditions

Inanyjob,theenvironmentinwhichtasksarecompletedandthespecificphysicalrequirements
necessarytocompleteeachtaskmustbeunderstood.Awarenessofphysicalconditionsisusefulfora
varietyofpurposes,includingergonomicdesign,safetyanalysis,andtheidentificationofjobelements
thataredeemedessentialfunctionsforcompliancewithTheAmericanswithDisabilitiesAct.
Table6containsthelistofpanelistrecommendedphysicalconditionsanoperatingengineer/building
technicianshouldpossess.
Table 6: Physical Conditions Recommended for Operating Engineers/Building Technicians
PhysicalConditions
Bendforwardfrequently
Stoop,kneel,orcrouch
Carryobjectsheavierthan50pounds
Talk
Climbladders,stairs,poles,etc.usinglegsand/or
Walk
arms
Workaroundornearhighvoltagepowersources
Detectabnormalnoises
orequipment
Feelsize,shape,andtemperatureortextureof
Workaroundornearmagneticequipmentor
objectswiththehands
materials
Workatheightsof1to25feetabovegroundor
Handlehotorcoldobjects
floorlevel
Workinasquattingpositionformorethanfive
Hearspeech
(5)minutesperhour
Workinchangingtemperatures(inandoutof
Holdormoveobjectsusingthefingers
buildingsrepeatedly)
Holdormoveobjectsusingthehandsbutnotthe
Workinconfinedspaces
fingers
Judgedepth(thepositionanddistanceofobjects) Workindampplaces(highhumidity,some
withtheeyes
standingwater)
Workindryplaces(lackinganynaturalmoisture
Lift100poundsmaximum
orhumidity)
Liftobjectsfromgroundtooverheadlevel
Workindust,oils,fumes,orsmells
Liftobjectsfromgroundtowaistlevel
Workinhightemperatures(85to130degreesF)
Liftobjectsfromwaisttooverheadlevel
Workinlowtemperatures(0to45degreesF)
Workinnoisyplaces(85decibelsorhigherwith
Pullobjectswitharmsorhands
earprotection)
Pushobjectswitharmsorhands
Workinoneplace(nochangeofworklocation)
Reachwitharmsandhandsinanydirection
Workinside
Seeanddiscriminatecolors
Workonslipperysurfaces
Seeclearlyat20feetormore(with/without
Workoutside
opticalassistance)
Seeclearlyat20inchesorless(with/without
Workwhilestandingonportableladders
opticalassistance)
Standallofthetime
Workwhilestandingonscaffolding
Workwhilewearingprotectiveequipment
Standatall
(respirators,hoods,etc.)
Standpartofthetime
Workwithhandsandarmsoverheadlevel
16
11.0 Tools, Equipment, and Resources

Eachoccupationrequiresauniquesetofsupportmaterials.Itisimportanttoidentifythetools,
equipment,andothertangibleobjects,aswellastheresources(e.g.,informationtechnologies,codes
andstandards)requiredforaworkertoeffectivelyaccomplishtasks.Table7liststhepanelistidentified
inventoryoftools,equipment,andresourcesnecessarytoperformtheidentifiedtasks.
Table 7: Tools, Equipment, and Resources Used by Operating Engineers/Building Technicians
Tools,Equipment,andResources
GeneralTools,Equipment,andResources
Adhesives
Inspectionsheets
Aircompressor
Insulationtools
Alignmenttools/devices
Inventorysheets
Antiseize
Irrigationtools
Backflowpreventerparts
Jobhazardcodesandrequirements
Ballast
Labelingmachine
Baselinedata
Ladder
Bearings
Lamps
Belts
Leakdetector
Brazingandsolderingequipment
Lockingdevices
Brooms/brushes
Logsheets
Calibrationequipment
Lubricationequipment/lubricant
Ceilinggridmaterials
Manometer
Ceilingtiles
Mechanicalseal
Chemicalcleaners
MSDS
Circuitcard
Newelectricalfixtures
Cleaningequipment/supplies
Newpump
CodesandrequirementsofAHJ
Oil
Combustionanalyzer
O&Mmanuals
Computer
Packingmaterials
Computertestequipment
Paint/paintingtools
Controlboard
Plumbingcodes
Coupler
Plumbingfixtures
Damperrepairmaterials
Pneumaticequipment
Drainsnake
Pressuregauges
Drywall
Pressurewasher
Electricalcodes
Printer
Electricalmeters
Program
Endgaskets
Temperaturemeasuringdevice
Enzymes
PRVparts
Fillmedia
Raingear
Filters
Recoveryequipment
Finbrush
Refrigerant
Fincomb
Refrigerantgauges
Flashlight
Refrigeranthandlercertification
Flooringmaterials/supplies
Refrigerationtestequipment
Gaskets
Replacementcomponents
Groundingstrap
Riggingequipment
Hose
Roofingtools/supplies
17

Table 7 (Continued): Tools, Equipment, and Resources Used by Operating Engineers/Building
Technicians
Sandpaper
Sealantmaterials
Sealingdevices
Sheaves
Sheetmetal/tools
Shovel
Spackle
Sprayer
Squeegee
Telephone
Temperatureprobe
Ampprobe
Electricalgloves
Electricaljumpers
Electricalmultimeter
Electricaltape
Adjustablewrench
Allenwrenches
Ballpeenhammer
Channellocks
Chisel
Cleaningbrushes
Combinationwrenches
Deburringtool
Extensionmagnet
File
Flashlight
Hacksaw
Hammer
Inspectionmirror
Measuringdevice
Aviatorsnips
Basinwrench
Chippinghammer
Closetauger
Flaringtool
Handdies
Insidecutter
Laserlevels
Markers
Nohubwrench
GeneralTools,Equipment,andResources
Thermometer
Testequipment
Tubecleaningmachine/brushes
Vacuumpump
Waterfilters
Watertestingequipment/chemicals
Watertestingmanual
Windowdecals
Windowoperators
Windowshades
Wirebrushes
ElectricalEquipment
Electricallyinsulatedtools
Fusepullers
Wire
Wirecutters
Wirenuts
HandTools
Nutdrivers
Pipewrenches
Pliers
Pocketknife
Pocketlevel
Rubbermallet
Screwdrivers
Socket
Strapwrench
Tapemeasure
Torquewrench
Tubebender
Tubingcutters
Waterkey
PlumbingTools
Pipecutters
Plasticcutter
Plumbbob
Ratchetcutters
Rope
Sandcloth
Saw
Spudwrench
Square
Stopwrenches
18

Table 7 (Continued): Tools, Equipment, and Resources Used by Operating Engineers/Building
Technicians
PlumbingTools
Tubebender
Tubingcutters
Waterkey
Wirebrush
PPE
Respirator
Rubberboots
Vests
Weldingjacket
Workshoes
TestingandBalancingEquipment
Manometer
Pitottubes
Pressuregauge
Thermometers
Strapwrench
Striker
Swage
Torch
Eyeprotection/safetyglasses
Faceshield
Fallprotection
Gloves
Hardhat
Hearingprotection
Differentialpressuregauges
Flowhoods
Flowmeasuringdevice
Flowtree
Magnehelicgauges
19
12.0 DACUM Chart

TheDACUMchart(Table8)isatabularrepresentationoftheJTA.Capitallettersidentifymajorjobduty
areas.Numbersidentifytasks,andlowercaselettersidentifythestepsrequiredtoaccomplisheach
task.Movinghorizontallyacrossthechart,adjacentcolumnsdetail(1)specializedknowledge,(2)skills
andabilities,and(3)tools,equipment,andresourcesrequiredtoperformeachtask.Theinformation
containedinthesecolumnsisrelatedtoeachtaskanddoesnotnecessarilycorrespondtoaspecific
step.
TheimportanceoftheDACUMchartistoshowtherelationshipbetweenjobtasksandthespecialized
knowledge,skillsandabilities,andtools,equipment,andresourcesrequiredtoperformeachtask.This
concept,calledjobrelatedness,isessentialtocompliancewithkeylegalandprofessionalvalidity
standardspertainingtotheuseofJTAinformationinemployeeselection.Suchinformationisalso
criticaltothedevelopmentofhighstakesassessmentsforoccupationallicensingandcertification
examinations.
TheDACUMchartdepictsthejobelementrelationshipsassociatedwitheachtask,andcantherefore
easilybeusedtoassesstherelevanceofcurrentprograms(curriculum),developinstructionalobjectives
andtrainingcontent,sequenceinstructionalmaterials,anddevelopexamination,competency,and
performanceevaluationinstruments.
20

Table 8: DACUM Chart for Operating Engineers/Building Technicians
Duties,Tasks,andSteps
a
b
c
d
e
f
g
h
a
b
c
d
e
f
a
b
c
d
CollectOperatingData
Readpressuregauges
OperateBAScomputers
Readtemperaturegauges
Readcontrolpanels
Checkoillevels
Logequipmentreadouts
Reportinconsistencies
Recordmeterreadings
AdjustBASParameters
Opengraphicpages
Selectparameterstobechanged
Enternewparametervalues
Createnewvariables
Deleteoldvariables
Verifyparameterchanges
AnalyzeEquipmentPerformance
Collecttrendsofoperationalparameters
Collectdatafromperformancetests
Comparetrendsanddata
Reportfindings
a
b
c
d
e
f
g
CoordinateHVACSystemChanges
Opencomputergraphics
Startalternateequipment
Verifyalternateequipmentisonline
Applychangestosystemconfiguration
Disableinitialequipment
Verifyvalvepositions
Verifyequipmentshutdown
Howtoreadgauges
Operating
procedures/parameters
SkillsandAbilities
Literate
Written
communication
skills
Computer
Computerskills
systems/programs
Controlsystems
Equipment
operations/performance
Tuningacontrolloop
Equipmentsequenceof
Computerskills
operations
Mathematical
skills
Equipment
Testequipment
Controlsystems
Computerskills
Equipmentsequenceof
operations
Fluidsystems
HVACsystems
Lockout/tagout
procedures
Safetyprocedures
21
Tools,Equipment,and
Resources
Computer
Logsheets
O&Mmanuals
Printer
Computer
O&Mmanuals
Baselinedata
O&Mmanuals
Testequipment
Computer
Handtools
Lockingdevices
O&Mmanuals

Table 8 (Continued): DACUM Chart for Operating Engineers/Building Technicians
CheckOperationalEfficiencies
a Checkchillerperformance
b Checkboilerperformance
c Checkventilationperformance
d Checkpressuredata
e Checktemperaturedata
f Checkamperagedata
g Checkvoltagedata
h Checkairflowdata
i Checkwaterflowdata
a
b
c
d
a
b
c
d
e
f
g
h
ChangeAirFilters
Disableventilationequipment
Removeoldairfilters
Installnewairfilters
Enableventilationequipment
CleanAirFilters
Disableventilationequipment
Removedirtyairfilters
Rinseairfilter
Steamairfilter
Blowoutairfilter
Sendairfiltersoutfordebrisremoval
Installcleanairfilter
Enableventilationequipment
SkillsandAbilities
Chillerwater
systems/types
Electricalsystems
Equipment
Hotwater
systems/types
HVACsystems
Pneumatic
controls/systems
Ventilationsystems
Filterperformance
Filtertypes/sizes
HVACsystems
Abilitytoread
gauges
Mathematical
skills
Mechanicalskills
list(Table5)
Filterperformance
Filtertypes/sizes
HVACsystems
Lockout/tagout
procedures
Safetyprocedures
22
Mechanicalskills
list(Table5)
Tools,Equipment,and
Resources
Computertest
equipment
Electricalequipment
Handtools
O&Mmanuals
Pneumatictest
equipment
Testingandbalancing
equipment
Handtools
Ladder
Lockingdevices
PPE
Aircompressor
Handtools
Ladder
Lockingdevices
PPE
Pressurewasher

CleanCoilWaterStrainer
a Isolatewaterstrainer
b Drainwaterstrainer
c Removestrainerhousing
d Rinsewaterstrainer
e Reinstallwaterstrainer
f Refillwaterstrainer
g Placewaterstrainerinservice
CleanCondenserorFanCoils
a Disableequipment
b Disassembleequipment
c Applychemicalcleanertocoils
d Rinsecoils
e Blowoutcoils
f Cleanoutcondenserdrippan
g Reassemblecondenserequipment
h Enableequipment
CleanCoolingTowerBasin
a Disablecoolingtowercell
b Isolatetowerbasin
c Draintowerbasin
d Sprayfillmedia
e Removedebris
f Filltowerbasin
g Enablecoolingtowercell
SkillsandAbilities
Lockout/tagout
procedures
Pressurized
systems/vessels
Safetyprocedures
Mechanicalskills
list(Table5)
Condenserequipment
Lockout/tagout
procedures
Safetyprocedures
Mechanicalskills
list(Table5)
Coolingtower
types/equipment
Lockout/tagout
procedures
Safetyprocedures
Mechanicalskills
list(Table5)
23
Tools,Equipment,and
Resources
Handtools
Ladder
Lockingdevices
O&Mmanuals
PPE
Aircompressor
Chemicalcleaners
Cleaningsupplies
Finbrush
Handtools
Hose
Lockingdevices
MSDS
O&Mmanuals
PPE
Sprayer
Brooms/brushes
Handtools
Hose
Ladder
O&Mmanuals
PPE
Sprayer

a
b
c
d
e
a
b
c
d
e
f
g
h
i
j
k
l
m
CleanCoolingTowerStrainers
Disabletowercell
Removetowerstrainer
Rinsetowerstrainer
Reinstalltowerstrainer
Enabletowercell
CleanPumpStrainers
Disablepump
Isolatestrainer
Drainstrainer
Openstrainerhousing
Removestrainer
Rinsestrainer
Brushstrainer
Reinstallstrainer
Closestrainerhousing
Fillstrainerhousing
Primepump
Openisolationvalves
Enablepump
SkillsandAbilities
Coolingtower
types/equipment
Lockout/tagout
procedures
Safetyprocedures
Lockout/tagout
procedures
Pressurized
systems/vessels
Pumptypes/operation
Safetyprocedures
Mechanicalskills
list(Table5)
24
Mechanicalskills
list(Table5)
Tools,Equipment,and
Resources
Handtools
Hose
Lockingdevices
O&Mmanuals
PPE
Antiseize
Brooms/brushes
Handtools
Hose
Lockingdevices
O&Mmanuals
PPE
Sealingdevices

B
8
10
a
b
c
d
e
f
g
h
i
j
k
l
m
a
b
c
a
b
c
d
e
f
g
h
CleanSideStreamFilter
Disablefilter
Backflushfiltermedia(i.e.,forsandfilter)
Isolatefilter
Drainfilterhousing
Openfilterhousing
Removefilter
Rinsefilter
Replacefilters
Installfilter
Closefilterhousing
Fillfilterhousing
Openisolationvalves
Enablefiltersystem
CleanSideStreamSeparator
Lineupsystemforbackflushing
Backflushseparator
Lineupsystemfornormaloperation
PerformAirDamperMaintenance
Disabledamperequipment
Configuresystemformaintenance
Checkdamperoperation
Cleandamper
Lubricatedamperlinkages
Adjustdamperposition
Checkactuators
Returnsystemtonormaloperation
SkillsandAbilities
Lockout/tagout
procedures
Safetyprocedures
Sidestreamfiltertypes
Mechanicalskills
list(Table5)
Separatorsystems
Mechanicalskills
list(Table5)
Dampersystems
Electricalsystems
Lockout/tagout
procedures
Pneumatic
controls/systems
Safetyprocedures
Mechanicalskills
list(Table5)
Tools,Equipment,and
Resources
Handtools
Hose
Lockingdevices
O&Mmanuals
PPE
25
Handtools
O&Mmanuals
PPE
Cleaning
equipment/supplies
Handtools
Ladder
Lockingdevices
Lubrication
equipment/lubricant
O&Mmanuals
Pneumatic
equipment
PPE

B
11 PerformAirDryerMaintenance
a Isolateairdryer
b Changeairfilter
c Checkmoistureindicator
d Cleancondensingcoil
e Checkcompressoroil
f Checkrefrigerantpressures
g Cleandrippan
h Checkdrivebelts
i Checkdrainlines
j Lubricatefanbearings
k Enableairdryer
Airdryersystems
Heatingsystems
Lockout/tagout
procedures
Pressurized
systems/vessels
Safetyprocedures
26
SkillsandAbilities
Mechanicalskills
list(Table5)
Tools,Equipment,and
Resources
Belts
Filters
Handtools
Lockingdevices
Lubrication
equipment/lubricant
O&Mmanuals
Oil
PPE
Refrigerant
Refrigerationtest
equipment
Sealingdevices

B
12 PerformBoilerMaintenance
a Disableboiler
b Isolatefeedwater
c Isolatesteam
d Isolatefuelsystem
e Drainboilerdrum
f Checksafeties
g Checkelectricalconnection
h Checkoperatingcontrols
i Cleanburners
j Checkrefractory
k Removehandholes
l Removemanwaycover
m Inspectburnertubes
n Openfiredoors
o Removeoldfiredoorgaskets
p Cleanfiredoorsealingsurfaces
q Cleanfireeye
r Rinseoutwaterside
s Openlowwatercutouts
t Inspectlowwatercutouts
u Inspectwaterside
v Changewaterlevelsightglass
w Verifypressures
x Checkoperationoffuelsupplyvalves
y Checkoperationoffeedwaterregulator
z Checkdraftoperation
aa CheckO2sensor
ab Replacesealinggaskets
ac Refillboilerdrum
ad Replacehandholes
Boilertypes
Fueltypes/systems
Heatingsystems
Hydronicsystems
Lockout/tagout
procedures
Pressurized
systems/vessels
Safetyprocedures
27
SkillsandAbilities
Electricalskills
Mechanicalskills
list(Table5)
Tools,Equipment,and
Resources
Codesand
requirementsofAHJ
Combustionanalyzer
Electricalmeters
Handtools
Leakdetector
Lockingdevices
Lubrication
equipment/lubricant
Manometer
MSDS
O&Mmanuals
PPE
Sealingdevices

B
12 PerformBoilerMaintenance
ae Replacemanwayholes
af Closefiredoors
ag Openfeedwaterisolationvalves
ah Openfuelsystemisolationvalves
ai Pressuretestwaterside
aj Warmupboiler
ak Performcombustionanalysis
al Returntheboilertonormaloperation
13 PerformExpansionTankMaintenance
a Inspectphysicalconditionoftank
b Checkairpressure
c Checkpressurereliefvalve
14 PerformFanMaintenance
a Disablefan
b Lubricatefanbearings
c Cleanfanblades
d Cleanfanmotor
e Removebeltguard
f Checkfanbelts
g Checkalignment
h Reinstallbeltguard
i Enablefan
Takeelectricalreadings
j
SkillsandAbilities
Expansiontanktypes
Mechanicalskills
list(Table5)
Fantypes
Lockout/tagout
procedures
Safetyprocedures
Mechanicalskills
list(Table5)
Electricalskills
28
Tools,Equipment,and
Resources
Handtools
O&Mmanuals
Pressuregauges
Bearings
Belts
Electricalmeters
Handtools
Lockingdevices
Lubrication
equipment/lubricant
O&Mmanuals
PPE
Sheaves

B
15 PerformHeatExchangerMaintenance
a Checkdifferentialtemperatures
b Isolateheatexchanger
c Checkforleaks
d Replacezincanodes
e Cleanheatexchangesurfaces
f Removeplates
g Cleanplates
h CheckOringsorgaskets
i Fillvessel
j Returnheatexchangertoservice
16 PerformPumpMaintenance
a Checkpumppressure
b Checkbearingtemperatures
c Disablepump
d Isolatepumpfromsystem
e Checkpumpandmotoralignment
f Lubricatebearings
g Inspectcouplingandpacking
h Drainpumphousing
i Cleanpumpstrainer
j Returnpumptoservice
k Checkpumpseals
l Takeelectricalreadings
SkillsandAbilities
Heatexchangertypes
Heattransfers
Lockout/tagout
procedures
MSDS
Pressurized
systems/vessels
Safetyprocedures
Systemsserved
Mechanicalskills
list(Table5)
Lockout/tagout
procedures
Plumbingsystems
Pumptypes/operations
Safetyprocedures
Mechanicalskills
list(Table5)
29
Tools,Equipment,and
Resources
Brooms/brushes
Cleaning
equipment/supplies
Handtools
Hose
Lockingdevices
MSDS
O&Mmanuals
PPE
Alignment
tools/devices
Brooms/brushes
Handtools
Hose
Insulationtools
Lockingdevices
Lubrication
equipment/lubricant
O&Mmanuals
PPE
Sealingmaterials

B
17 PerformSteamTrapMaintenance
a Measuretemperaturedifferential
b Isolatesteamtrap
c Relievepressure
d Removefrontpartoftrap
e Cleaninternalcomponents
f Replacegaskets
g Reinstalltrap
h Returnsteamtraptonormaloperation
18 PerformValveMaintenance
a Inspectconditionsofvalve
b Cleanvalvethreads
c Inspectactuator
d Checkvalvepacking
e Verifyvalveopeningandclosing
f Lubricatevalvestem
19 PerformWaterTreatmentTesting
a Obtainwatersamples
b Analyzewatersample
c Recordfindings
SkillsandAbilities
Lockout/tagout
procedures
Pressurized
systems/vessels
Safetyprocedures
Steamsystems
Steamtraptypes
Mechanicalskills
list(Table5)
Plumbingsystems
Valves
Mechanicalskills
list(Table5)
Chemistry(basic)
Mechanicalskills
list(Table5)
Chilledwater
systems/types
Condenserwater
systems
Deionizedwater
Domesticwatersystems
Hotwater
systems/types
Steamsystems
Waterchemicals
Watertesting
equipment
30
Tools,Equipment,and
Resources
Gaskets
Handtools
Lockingdevices
O&Mmanuals
PPE
Temperature
measuringdevice
Wirebrushes
Handtools
Lubrication
equipment/lubricant
O&Mmanuals
Packingmaterials
Wirebrushes
MSDS
O&Mmanuals
PPE
Watertesting
equipment/chemicals
Watertestingmanual

B
20 PerformAirCompressorMaintenance
a Disablecompressor
b Isolatecompressor
c Blowdowncompressor
d Lubricatebearings
e Checkoillevels
f Removebeltguard
g Checkbelts
h Changefilters
i Checkoperatingcontrols
j Reinstallbeltguard
k Returncompressortonormaloperation
l Checkelectricalmotor
21 CleanChillerTubes
a Disablechiller
b Isolatechiller
c Drainchiller
d Removeendbellhousing
e Brushtubes
f Cleantubesheet
g Checkendbellgasket
h Reinstallendbell
i Fillchiller
j Returnchillertonormaloperation
SkillsandAbilities
Compressortypes
Mechanicalsystems
Pressurized
systems/vessels
Mechanicalskills
list(Table5)
Chilledwater
systems/types
Mechanicalskills
list(Table5)
Riggingskills
31
Tools,Equipment,and
Resources
Belts
Electricalmeters
Filters
Handtools
Lockingdevices
O&Mmanuals
Oil
PPE
Endgaskets
Handtools
Hose
Pneumatic
equipment
PPE
Raingear
Tubecleaning
machine/brushes
Wirebrushes

B
22 TestSecondaryBoilerFuelSystem
a Startsecondarysystem
b Isolateboiler
c Shutdownboiler
d Removeprimaryfuelburner
e Installsecondaryfuelburner
f Alignfueltraintosecondarysource
g Restartboiler
h Verifyboileroperation
C
1
CalibrateEquipmentControls
a CalibrateBAScomponents
b Isolatefaultycomponent
c Adjustfaultycomponent
d Verifycalibrationiscorrect
e Placecomponentintonormaloperation
2
ChangeCoolingTowerFillMedia
a Disablecoolingtowercell
b Isolatecoolingtowercell
c Draincoolingtowercell
d Removeoldfillmedia
e Installnewfillmedia
f Fillcoolingtowercell
g Restoretowertonormaloperation
3
FabricateSheetMetal
a Takemeasurementsfordesign
b Fabricatetospecifications
c Removedefectivesheetmetal
d Installnewmaterial
e Checkforleaks
SkillsandAbilities
Abilitytoworkon
boilersystems
Abilitytoworkon
steamsystems
Mechanicalskills
list(Table5)
Componenttypes
Computer
systems/programs
Electricalsystems
HVACsystems
Coolingtower
types/equipment
Lockout/tagout
procedures
Safetyprocedures
Calibrationskills
Electricalskills
Mathematical
skills
Safetyprocedures
Sheetmetalfabrication
Mathematical
skills
Mechanicalskills
list(Table5)
Boilertypes
Fueltypes/systems
Heatingsystems
Lockout/tagout
procedures
Safetyprocedures
Steamsystems
32
Mechanicalskills
list(Table5)
Tools,Equipment,and
Resources
Handtools
Lockingdevices
O&Mmanuals
PPE
Calibration
equipment
Electricalmeters
Handtools
O&Mmanuals
Fillmedia
Handtools
Ladder
Lockingdevices
O&Mmanuals
PPE
O&Mmanuals
PPE
Sheetmetal/tools

SkillsandAbilities
RecoverRefrigerant
a Pumpdownrefrigerationsystem
b Disablerefrigerationequipment
c Installgauges
d Hookuprecoveryequipment
e Transferrefrigeranttoholdingtank
Refrigeranttypes
Abilitytooperate
recovery
equipment
Mechanicalskills
list(Table5)
a
b
c
d
RepairAirDampers
Disableairdamper
Fixdefectiveairdampercomponent
Verifyoperationofairdamper
Returnairdampertonormaloperation
Electricalskills
Mechanicalskills
list(Table5)
Pneumaticskills
a
b
c
d
e
f
g
h
RepairRefrigerantLeaks
Recoverrefrigerant
Prepareleakareaforrepair
Fixleak
Checkpressurizedsystemforleaks
Evacuatesystem
Rechargesystemwithrefrigerant
Checkoperationofsystem
Returnsystemtonormaloperation
Electricalsystems
Lockout/tagout
procedures
Pneumatic
controls/systems
Safetyprocedures
Ventilationsystems
Refrigeranttypes
33
Brazingskills
Mechanicalskills
list(Table5)
Solderingskills
Tools,Equipment,and
Resources
Handtools
O&Mmanuals
PPE
Recoveryequipment
Refrigeranthandler
certification
Refrigerantgauges
Handtools
Lockingdevices
Damperrepair
materials
O&Mmanuals
PPE
Brazingandsoldering
equipment
Handtools
O&Mmanuals
PPE
Recoveryequipment
Refrigerantgauges
Vacuumpump

ReplaceBASInputandOutputComponents
a Isolatecomponentfromsystem
b Removedefectivecomponent
c Installnewcomponent
d Testoperationofnewcomponent
e Restoresystemtonormaloperation
ReplaceMechanicalPumpSeals
a Disablepump
b Isolatepump
c Drainpump
d Disconnectmotorcoupling
e Removepump
f Removedefectivemechanicalseal
g Installnewmechanicalseal
h Reinstallpump
i Reconnectmotorcoupling
j Alignmotorcoupling
k Refillpump
l Restorepumptonormaloperation
SkillsandAbilities
Controlsystems
Electricalsystems
Electricalskills
Mechanicalskills
list(Table5)
Lockout/tagout
procedures
Mechanicalsealtypes
Safetyprocedures
Alignmentskills
Mechanicalskills
list(Table5)
34
Tools,Equipment,and
Resources
Handtools
O&Mmanuals
PPE
Replacement
components
Alignment
tools/devices
Gaskets
Handtools
Lockingdevices
Mechanicalseal
O&Mmanuals
PPE

C
9
ReplacePumps
a Disablepump
b Isolatepump
c Drainpump
d Disconnectmotorcoupling
e Removedefectivepump
f Installnewpump
g Connectmotorcoupling
h Alignmotorcoupling
i Fillpump
j Checkpumpoperation
k Returnsystemtonormaloperation
10 TroubleshootMixingBox
a Checktheairflowtrendlog
b Verifydamperoperation
c Verifyairflow
d Checkoperationofthermostat
e Checkcalibrationonthermostat
f Checktheoperationoftheactuator
g Summarizefindingstoindicateproblem
SkillsandAbilities
Lockout/tagout
procedures
Safetyprocedures
Alignmentskills
Mechanicalskills
list(Table5)
Calibrationskills
Electricalskills
Mechanicalskills
list(Table5)
Pneumaticskills
Actuatortypes
Mixingboxtypes
Pneumatic
controls/systems
Ventilationsystems
35
Tools,Equipment,and
Resources
Alignment
tools/devices
Coupler
Gaskets
Handtools
Lockingdevices
Mechanicalseal
Newpump
O&Mmanuals
Packingmaterials
PPE
Calibration
equipment
Handtools
Ladder
Manometer
O&Mmanuals
PPE

C
11 TroubleshootFanCoilUnits
a Checkairflow
b Checkvalvepositions
c Checkfanoperations
d Checkairfilter
e Checkcoilcleanliness
f Checksupplyairtemperature
g Checkmotor
h Checkifpowerispresent
i Checkbeltcondition
j Summarizefindingstoindicateproblem
12
a
b
c
d
e
f
g
h
i
j
k
l
TroubleshootVariableAirVolumeBox
Checktheairflowtrendlog
Checkthetemperaturetrendlog
Checkthethermostatoperation
Verifyairflow
Checkactuatoroperation
Checkdamperoperation
Checkcontroloperation
Checkvalveposition
Checkstartupparameters
Checkcoilcleanliness
Checkprogramming
Summarizefindingstoindicateproblem
Coldwater
systems/types
Controlsystems
Electricalsystems
Fancoilunittypes
Hotwater
systems/types
Lockout/tagout
procedures
Mechanicalsystems
Pneumatic
controls/systems
Safetyprocedures
Ventilationsystems
Coldwater
systems/types
Controlsystems
Electricalsystems
Hotwater
systems/types
Lockout/tagout
procedures
Pneumatic
controls/systems
Safetyprocedures
Variableairvolume
types
Ventilationsystems
36
SkillsandAbilities
Controlskills
Electricalskills
Mechanicalskills
list(Table5)
Pneumaticskills
Controlskills
Electricalskills
Mechanicalskills
list(Table5)
Pneumaticskills
Tools,Equipment,and
Resources
Electricalmeters
Fincomb
Handtools
Lockingdevices
Manometer
O&Mmanuals
PPE
Thermometer
Calibration
equipment
Electricalmeters
Fincomb
Handtools
Ladder
Lockingdevices
O&Mmanuals
PPE
Temperatureprobe

a
b
c
d
e
f
g
a
b
c
d
e
f
g
a
b
c
d
e
OperateFireAlarmPanel
Informmonitoringcompanytoplacesystemin
test
Logontofirealarmpanel
Selectdevice
Disabledevice
Acknowledgedeviceisisolated
Enabledevice
Callmonitoringcompanytoplacesystemback
online
TestFireAlarmSystems
Informmonitoringcompanytoplacesystemin
test
Informbuildingoccupantsoftest
Activatefirealarmsystemdevice
Checkaudibleandvisualdevices
Resetsystems
Informbuildingoccupantsoftestcompletion
Informmonitoringcompanytoplacesystem
backonline
TestEmergencyGenerator
Notifybuildingoccupantsofgeneratortest
Checkgeneratorfluids
Startgenerator
Checkgeneratoroperation
Placegeneratorbackinnormaloperation
Firealarmsystem/panel
types
Firemonitoring
companycontact
information
types
Monitoringcompany
contactinformation
Electricalsystems
Generatortypes
Operating
procedures/parameters
37
SkillsandAbilities
Tools,Equipment,and
Resources
O&Mmanuals
Telephone
Telephone
Logsheets
O&Mmanuals
PPE

a
b
c
d
e
f
g
a
b
c
d
e
f
g
h
a
b
c
d
e
f
g
TestFirePumps
Callmonitoringcompanytoplacesystemin
test
Disablewaterflowdevice
Startfirepump
Verifyfirepumpoperation
Stopfirepump
Enablewaterflowdevice
online
TestSprinklerSystems
Callmonitoringcompanytoplacesystemin
test
Bypassfirealarmoutputs
Opentestports
Verifyflowalarmsignals
Closetestports
Resetfirealarmpanel
Restorefirealarmoutputs
online
TestSmokeandHeatSensors
Callmonitoringcompanyandplacesystemin
test
Bypassfirealarmpaneloutputs
Manuallyactivatesmokeandheatsensors
Verifyalarmsignalatfirealarmcontrolpanel
Resetfirealarmpanel
Restorefirealarmoutputs
Callmonitoringcompanyandplacesystem
backonline
types
Firepumptypes
Firemonitoring
companycontact
information
types
Firemonitoring
companycontact
information
Firesprinklersystem
types
Abilitytooperate
firealarm/panel
Handtools
Telephone
types
Firemonitoring
companycontact
information
Abilitytooperate
firealarm/panel
Telephone
Testingequipment
38
SkillsandAbilities
Tools,Equipment,and
Resources
Flashlight
Logsheets
Telephone

a
b
c
d
e
f
g
h
a
b
c
d
e
a
b
c
d
e
a
b
c
d
e
InspectFireExtinguishers
Locatefireextinguishers
Verifyproperchargeonindicator
Verifyhoseisingoodcondition
Verifyhornisingoodcondition
Verifypinisinplace
Verifytampersealisinplace
Updateinspectiontag
Logfireextinguisherinspection
InspectSprinklerDripLegs
Isolatedripleg
Removecaporplug
Draindripleg
Reinstallcaporplug
Placebackinnormaloperation
TroubleshootLightingSystems
Checklamps
Checkballasts
Verifypowerisrunningtoballasts
Checklightingprogram
Summarizefindingstoindicateproblems
AdjustLightingProgramming
Logintoprogrammingcontrols
Changelightingprogram
Saveprogramchanges
Verifyprogramchanges
Logoutofprogrammingcontrols
SkillsandAbilities
Tools,Equipment,and
Resources
Flashlight
Logsheets
Fireextinguishertypes
Sprinklersystemtypes
Mechanicalskills
list(Table5)
Handtools
PPE
Electricalskills
Ballasttypes
Electricalsystems
Lamptypes
Lighting
controls/systems
Lighting
controls/systems
Systemcontrols
39
Computerskills
Electricalmeters
Handtools
Lockingdevices
Ladder
PPE
Computer
O&Mmanuals

ReplaceLamps
a Disablecircuit
b Removeoldlamps
c Installnewlamps
d Enablecircuit
e Verifynewlamplights
f Recyclelamps
ReplaceBallasts
a Disablecircuit
b Verifycircuitisdeenergized
c Removeoldballast
d Installnewballast
e Enablecircuit
f Verifylamplights
g Recycleballast
a
b
c
d
e
a
b
c
d
e
f
g
MaintainLampsandBallastInventory
Inventorylampsandballasts
Setminimumandmaximumlevels
Tracklampandballastusage
Orderlampsandballasts
Stocklampsandballasts
ChangeElectricalFuses
Deenergizecircuit
Verifycircuitisdeenergized
Removedefectivefuse
Verifynewfuseisgood
Installnewfuse
Reenergizecircuit
Verifyequipmentoperation
Electricalsystems
Lamptypes
Safetyprocedures
SkillsandAbilities
Electricalskills
Tools,Equipment,and
Resources
Handtools
Ladder
Lamps
Lockingdevices
PPE
Ballasttypes
Electricalsystems
Lighting
controls/systems
Lockout/tagout
procedures
Safetyprocedures
Ballasttypes
Lamptypes
Electricalskills
Mechanicalskills
list(Table5)
Ballast
Electricalmeters
Handtools
Ladder
Lockingdevices
O&Mmanuals
PPE
Inventoryskills
Mathematical
skills
Stockroomskills
Handtools
Inventorysheets
Ladder
PPE
Electricalsystems
Fusetypes
Lockout/tagout
procedures
Safetyprocedures
Electricalskills
Mathematical
skills
Mechanicalskills
list(Table5)
Electricalcodes
Electricalmeters
Handtools
Lockingdevices
PPE
40

SkillsandAbilities
ChangeControlBoards
a Deenergizecircuit
c Removedefectivecontrolboard
d Installgroundingdevice
e Installnewcontrolboard
f Installprogramming
g Reenergizecircuit
h Verifyequipmentoperation
i Recyclecontrolboard
ChangeElectricalFixtures
a Deenergizecircuit
c Removedefectivefixtures
d Installnewfixture
e Reenergizecircuit
f Verifycircuitoperation
Electricalskills
Computerskills
Programming
skills
Electricalfixturetypes
Electricalsystems
Lockout/tagout
procedures
Safetyprocedures
Electricalskills
Mechanicalskills
list(Table5)
a
b
c
d
e
f
g
Electricalsystems
Lockout/tagout
procedures
Relaytypes
Safetyprocedures
Electricalskills
ChangeElectricalRelays
Deenergizeelectricalcircuit
Removedefectiverelay
Installnewrelay
Reenergizeelectricalcircuit
Recycleelectricalrelay
Boardtypes
Controlsystems
Electricalsystems
Electronics
Lockout/tagout
procedures
Safetyprocedures
41
Tools,Equipment,and
Resources
Circuitcard
Controlboard
Electricalmeters
Groundingstrap
Handtools
Ladder
Lockingdevices
O&Mmanuals
PPE
Electricalmeters
Handtools
Ladder
Lockingdevices
Newelectrical
fixtures
O&Mmanuals
PPE
Electricalmeter
Handtools
Ladder
Lockingdevices
O&Mmanuals
PPE

E
10
F
1
a
b
c
d
e
f
g
h
i
j
k
l
m
a
b
c
d
e
f
g
ReplaceElectricalMotors
Deenergizeelectricalcircuit
Disconnectmotorfromelectricalsystem
Disconnectmotorfromequipment
Removemotor
Checkelectricalconfiguration
Installnewmotor
Reconnectmotortoequipment
Reconnectmotortoelectricalsystem
Reenergizecircuit
Verifycorrectmotorrotation
Recycleoldmotor
MaintainPlumbingFixtures
Locateplumbingfixtures
Checkplumbingfixturesforleaks
Checkplumbingfixturesforproperoperation
Recorddeficiencies
Repairplumbingfixtures
Repairplumbingpiping
Replaceplumbingfixtures
SkillsandAbilities
Electricalsystems
Lockout/tagout
procedures
Mechanicalsystems
Motortypes
Safetyprocedures
Electricalskills
Mechanicalskills
list(Table5)
Riggingskills
Brazingskills
Electricalskills
Mechanicalskills
list(Table5)
Plumbingskills
Solderingskills
Faucettypes
Flushvalvetypes
HealthandSafety
Hotworkprocedures
Plumbingfixturetypes
Plumbingsystems
Safetyprocedures
42
Tools,Equipment,and
Resources
Alignmentdevices
Electricalmeters
Handtools
Lockingdevices
O&Mmanuals
PPE
Riggingequipment
Cleaning
equipment/supplies
Handtools
Ladder
O&Mmanuals
Plumbingcodes
Plumbingfixtures
PPE

F
2
MaintainSewageInjectors
a Checksewageinjectoroperation
b Lubricatemotor
c Lubricatepump
d Verifycontroloperations
e Cleansumppump
f Repairsewageinjector
g Replacesewageinjector
MaintainWaterHeaters
a Inspectwaterheaterforleaks
b Checkreliefvalves
c Checkwatertemperaturesettings
d Blowdownwaterheater
e Inspectwaterheaterburner
f Testelectricalheatingelements
g Checkcirculatorpumpoperation
h Checkcirculatorpumpoillevels
IdentifyIrrigationLeakLocation
a Pressurizeirrigationsystem
b Isolateeachzone
c Monitorwatermeters
d Walkirrigationlines
e Pinpointleaklocation
f Makerepairs
g Returnsystemtonormaloperation
Healthandsafety
Motortypes
Pumptypes
Sewagesystemtypes
Electricalsystems
Gassystems
Hydronicsystems
Mechanicalsystems
Plumbingsystems
Safetyprocedures
Landscaping
Plumbingsystems
43
SkillsandAbilities
Electricalskills
Mechanicalskills
list(Table5)
Plumbingskills
Riggingskills
Electricalskills
Mechanicalskills
list(Table5)
Plumbingskills
Mechanicalskills
list(Table5)
Plumbingskills
Tools,Equipment,and
Resources
Handtools
Lockingdevices
Lubrication
equipment/lubricant
O&Mmanuals
PPE
Riggingequipment
Electricalmeters
Handtools
O&Mmanuals
PPE
Handtools
Irrigationtools
Lockingdevices
O&Mmanuals
PPE
Shovel

a
b
c
d
e
f
g
h
i
a
b
c
d
e
f
g
h
a
b
c
d
e
f
g
MaintainDrains
Unclogdrains
Repairsanitarydrains
Checktrapprimers
Verifywaterflow
Inspectdrainpiping
Replacedrainpiping
Checkpipingforleaks
Addenzymestodrains
Primetraps
MaintainBackflowPreventers
Notifyoccupantsofshutdown
Isolatebackflowpreventer
Installtestgauges
Checkoperationofbackflowpreventer
Checkreliefvalves
Replacedefectivebackflowpreventerparts
Recordtestingresults
Placebackflowpreventerbackinservice
MaintainPressureReducingValves(PRV)
VerifypressuresettingofPRV
AdjustPRVpressuresetting
IsolatePRV
RepairPRV
ReplacePRV
PlacePRVbackinservice
ReverifypressuresettingofPRV
SkillsandAbilities
Healthandsafety
Plumbingsystems
Safetyprocedures
Mechanicalskills
list(Table5)
Plumbingskills
Backflowpreventer
types/operations
Plumbingsystems
Mechanicalskills
list(Table5)
Plumbingskills
Lockout/tagout
procedures
Mechanicalsystems
Plumbingsystems
PRVtypes
Safetyprocedures
Mechanicalskills
list(Table5)
Plumbingskills
44
Tools,Equipment,and
Resources
Drainsnake
Enzymes
Handtools
Ladder
MSDS
Plumbingcodes
Plumbingtools
Plunger
PPE
Backflowpreventer
parts
Handtools
Inspectionsheets
Lockingdevices
O&Mmanuals
Plumbingcodes
PPE
Handtools
Ladder
Lockingdevices
O&Mmanuals
Plumbingtools
PPE
PRVparts
Sealingmaterials

F
8

G
1
a
b
c
d
e
f
a
b
c
d
a
b
c
d
e
f
g
a
b
c
d
e
f
g
h
SkillsandAbilities
ReplaceWaterFilters
Isolatefiltercartridge
Drainfiltercartridge
Removeoldfilter
Installnewfilter
Refillfiltercartridge
Returnwaterfiltertonormaloperation
WinterizeIrrigationSystem
Isolatewatersupply
Drainirrigationpiping
Blowoutirrigationlineswithcompressedair
Turnoffirrigationcontrols
Filtertypes/sizes
Plumbingsystems
Mechanicalskills
list(Table5)
Plumbingskills
Lockout/tagout
procedures
Safetyprocedures
Mechanicalskills
list(Table5)
Plumbingskills
MaintainDoorHardware
Inspectdoorlocks
Inspectdoorhinges
Inspectdoorclosures
Rekeydoorlocks
Adjustdoorclosures
Replacedoorclosures
Repairdoorhinges
MaintainRoofSystems
Cleanroofdrains
Checkroofforleaks
Inspectroofflashing
Inspectlightningarrestorsystem
Repairroofleaks
Repairflashing
Cleanroof
Inspectwindowwashingmounts
Doorclosuretypes
Doorlocktypes
Doorhingetypes
Roofing
systems/materials
Safetyprocedures
Electricalskills
Mechanicalskills
list(Table5)
Plumbingskills
Sheetmetalskills
45
Tools,Equipment,and
Resources
Handtools
O&Mmanuals
Plumbingtools
Waterfilters
Locksmithingskills
Mechanicalskills
list(Table5)
Aircompressor
Handtools
Hose
Irrigationtools
Lockingdevices
Handtools
Ladder
Cleaning
equipment/supplies
Electricalmeters
Handtools
PPE
Roofing
tools/supplies
Sheetmetal/tools

G
3

a
b
c
d
e
f
a
b
c
d
e
f
g
a
b
c
d
e
f
g
h
i
j
k
MaintainCeilingTiles
Inspectceilingtiles
Replaceceilingtiles
Repairceilinggrid
Replaceceilinggrid
Cleanceilingtiles
Orderceilingmaterials
MaintainFlooring
Inspectflooring
Repairflooring
Replaceflooring
Cleanflooring
Repairbaseboardorcovebase
Cleanbaseboardorcovebase
Replacebaseboardorcovebase
MaintainWindowSystems
Inspectwindowseals
Inspectwindowshading
Inspectwindowglazing
Checkwindowsforleaks
Labelsafetyglass
Repairwindowseals
Repairwindowshading
Replacewindowshading
Inspectwindowoperators
Repairwindowoperators
Replacewindowoperators
SkillsandAbilities
Tools,Equipment,and
Resources
Ceilinggridmaterials
Ceilingtiles
Handtools
Ladder
PPE
Ceilingsystems
Ceilingtiletypes
Safetyprocedures
Mechanicalskills
list(Table5)
Adhesivetypes
Flooringtypes
Carpetingskills
Tilingskills
Adhesives
Cleaning
equipment/supplies
Flooring
materials/supplies
Handtools
Mechanicalskills
list(Table5)
Windowoperatortypes
Windowsealtypes
Windowshadingtypes
Windowtypes
46
Handtools
Labelingmachine
Ladder
PPE
Sealantmaterials
Windowdecals
Windowoperators
Windowshades

PerformMinorWallRepairs
a Prepareaforrepairs
b Spacklewalls
c Patchholeswithdrywall
d Sandspackleordrywallrepair
e Touchuppaintonwalls
Wallrepairtechniques
47
SkillsandAbilities
Paintingskills
Wallrepairskills
Tools,Equipment,and
Resources
Drywall
Handtools
Paint/paintingtools
PPE
Sandpaper
Spackle
DACUMPERFORMEDFOR:
DACUMPERFORMEDBY:
DACUMFACILITATORS:
DACUMPANEL:
JoeDrexler
ChiefEngineer
NRELSiteOperations
Golden,CO
ChuckFrost
SeniorFacilityEngineer
UCBerkeley
Livermore,CA
JamesG.Gilmore
PhysicalPlantSuperintendent
UniversityofMaryland
CollegePark,MD
NRELStaff:
NationalRenewableEnergyLaboratory
1617ColeBlvd.
Golden,Colorado80401
ProfessionalTesting,Inc.
7680UniversalBlvd.,Suite300
Orlando,Florida32819
AdrienneW.Cadle,M.Ed.
Dr.CorinaM.Owens
R.ScottMacLean
LeadFacilityEngineer
McKinstry
Seattle,WA
JamesB.Miller
LeadWatchEngineer
CompleteBuildingServices
Leesburg,VA
JonRasch
ChiefBuildingOperator
CushmanandWakefield
Denver,CO
DanielStuder
Golden,CO

Operating Engineer Jta Comment

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Operating Engineer Jta Comment

Uploaded by

Copyright:

Available Formats

BUILDING TECHNOLOGIES

Job/Task Analysis for

Printed with renewable-source ink on paper containing at

Subject Matter Expert Selection Process

Job/Task Analysis Workshop

Proposed Content Blueprint

Table 4: General Knowledge Required of Operating Engineers/Building Technicians

people verbally (telephone, radio)

Skills, Abilities, and Attributes

10.0 Physical Conditions

11.0 Tools, Equipment, and Resources

12.0 DACUM Chart

You might also like