COMPETENCY BASED LEARNING MATERIAL

Sector: HEATING, VENTILATING, AIR-CONDITIONING AND REFRIGERATION (HVAC/R)

Qualification: RAC SERVICING (DomRAC) NC II

Unit of Competency: MAINTAIN TOOLS AND EQUIPMENT

Module Title: MAINTAINING TOOLS AND EQUIPMENT

 HOW TO USE THIS COMPETENCY- BASED LEARNING MATERIALS

Welcome!
The unit of competency, "Maintain Tools and Equipment ", is one of
the competencies o f RAC Servicing NC II, a course which comprises the
knowledge, skills and attitudes required for a TVET trainee to possess.
The module, Maintaining Tools and Equipment, contains training
materials and activities related to Refrigeration and Air-conditioning
Servicing NC II Level.
In this module, you are required to go through a series of learning
activities in order to complete each learning outcome. In each learning
outcome are Information Sheets, Self-Checks, Task Sheets and Job
Sheets. Follow and perform the activities on your own. If you have
questions, do not hesitate to ask for assistance from your facilitator.
Remember to:
 Read information sheets and complete the self-checks. Suggested
references are included to supplement the materials provided in this
module.
 P e r f o r m the Task Sheets and Job Sheets until you are confident
that your outputs conform to the Performance C r it er ia Checklist
that follows the sheets.
 S u b m i t outputs of the Task Sheets and Job Sheets to your
facilitator for evaluation and recording in the Achievement Chart.
Outputs shall serve as your portfolio during the Institutional
Competency Evaluation. When you feel confident that you have had
sufficient practice, ask your trainer to evaluate you. The results of
your assessment will be recorded in your Progress Chart and
Achievement Chart.
You must pass the Institutional Competency Evaluation for this
competency before moving to another competency. A Certificate of
Achievement will be awarded to you after passing the evaluation.
You need to complete this module, Maintaining Tools and
Equipment before you can perform the module on Working in a team
environment.
 LIST OF COMPETENCIES

NO UNIT OF COMPETENCIES MODULE TITLE CODE

1 Prepare Materials and Tools Preparing Tools and Materials HVC713201
2 Interpret technical drawings Interpret technical drawings HVC311202
3 Observe procedures, Observing procedures,
HVC311201
specifications and manuals of specifications and manuals of
3
instructions instructions
4 Perform Mensuration and Performing Mensuration and
HVC311203
Calculations Calculations
5 Perform basic benchworks Performing basic benchworks HVC713202
6 Perform basic electrical Performing basic electrical
HVC724201
works works
7 Maintain Tools and Maintaining Tools and
HVC311204
Equipment Equipment
8 Perform Housekeeping and Perform Housekeeping and
HVC315201
Safety Practices Safety Practices
9 Document Work Documenting Work
HVC311205
Accomplished Accomplished
 MODULE CONTENT

Qualification: RAC SERVICING NC II

Unit of competency: MAINTAIN TOOLS AND EQUIPMENT

Module Title: MAINTAINING TOOLS AND EQUIPMENT

Module Description:
This module covers the knowledge, skills, attitudes and safety required in
maintaining tools and equipment.

Nominal Duration: 40 hours

Summary of Learning outcome:

Upon completion of the module, the trainees/students should be able to:

LO 1. Check condition of tools and components:
 Hand tools
 Measuring tools
 HVAC/R equipment
LO 2. Perform preventive maintenance.
Assessment Criteria:
1. Tools and equipment are identified according to classification.
2. Non-functional tools and equipment are segregated and labeled.
3. Non- functional tools are stored prior for repair.
4. Safe handling of tools and equipment are applied.
5. A safe working habit is observed.
6. Appropriate lubricants are identified according to types of equipment
7. Tools and equipment are lubricated according to preventive
maintenance schedule.
8. Measuring instruments are checked and validated.
9. Lubricated hand tools are properly stored.
10. Inventory of tools, instruments and equipment are conducted and
recorded.
11. Defective hand tools, instruments, equipment and accessories are
replaced according to manufacturer’s specification.
12. Proper housekeeping is applied.

LEARNING OUTCOME #1 CHECK CONDITION OF TOOLS AND

 EQUIPMENT

CONTENTS:
 Proper usage of tools and equipment
 Testing procedures
 Communication skills
 Fundamentals of refrigeration and air conditioning (RAC)
 Parts and functions of HVAC/R equipment
 Applied occupational health and safety (OH & S)
 Housekeeping

ASSESSMENT CRITERIA

1. Tools and equipment are identified according to classification.

2. Non-functional tools and equipment are segregated and labeled.
3. Non- functional tools are stored prior for repair.
4. Safe handling of tools and equipment are applied.
5. A safe working habit is observed.

CONDITION:
Student/trainees must be provided with the following:
 Required tools and equipment
 Workplace
 Personal Protective Equipment (PPE)
 Courseware
 Signage

METHODOLOGIES

 Direct laboratory experience

 Group discussion
ASSESSMENT METHODS

 Written test/exam
 Demonstration with questioning
 LEARNING EXPERIENCES

Learning Outcome # 1 – Check condition of tools and equipment

Learning activities Special Instructions

Read information sheet 5.1- 1 Secure CBLM Module# 5

Tools and equipment Read Information Sheet 5.1-1 the CBLM

Answer self check 5.1-1 Check answer with answer key 5.1-1

INFORMATION SHEET 5.1-1

 Tools, Instrument and equipment

Learning Objectives:

After reading this information sheet, the trainee will be able to identify the
different tools and instrument in performing basic electrical works

Refrigeration and Air Conditioning is a course that requires the use of basic
hand tools and testing instruments. The hand tools commonly used in this area of
specialization are as follows:

1. SIDE CUTTING PLIERS

Used in bending or sometimes cutting thicker wires.

2. Screw Driver

A handtool commonly used to tighten or loosen screws

3. Adjustable wrench

Used for adjusting bigger hexagonal screw and to hold bolt and
nuts

4. Vise grip

Used for adjusting bigger size of bolts and nut

Testing instruments play great role in analyzing and understanding the troubles
in many refrigerator units as well as the window-type air conditioning unit.
1. Clamp Ammeter
This measuring equipment is used for the measurement of AC current of a loaded
or unloaded compressor. There are many models or brands available with the
capability of measuring current only.

2. Multitester

This measuring instrument is capable of measuring AC vpltage, DC voltage,

resistance and current

3. System Analyzer- A system analyzer consist of a manifold, brass cylinder pipe,

with three exhaust technicaly measures positive and negative pressure

To ensure the lifetime use of the tools and instruments, several pointers
are provided to the users.

1. Use the right tool for a given job.

2. Do not use tools where it can be in a unsafe place.
3. Always have a tool room and systematic manner of lending and
retrieving tools and instruments.
4. Tools and measuring instruments must be treated properly to avoid
circuit troubles.
 SELF CHECK 5.1-1

Directions: Read the questions carefully. Choose the letter of the best
answer and write it on a separate sheet of paper.

1. Which of the following instruments is used to measure the

AC current of a loaded or unloaded compressor?
a. clamp meter c. multi-Tester
b. milliammeter d. voltmeter

2. In Refrigeration and Air conditioning, what instrument is used to measure AGV

voltage and resistance?
a. ammeter c. multi-Tester
b. megohmeter d. watt Meter

3. What is the part of the ohmmeter that adjusts the pointer to exact zero-ohm
position?
a. the test probes c. range Selector
b. the scale d. zero-Ohm Adjustment

4. What is the sensitivity of the regular TR 360 Multi-Tester?

a. 10 k Q/volt c. 20 k O/volt
b. 15k Q/volt d. 30k Q/volt

5. What hand tool is used to loosen or tighten screws?

a. file c. screw driver
b. Hammer d. wrench

6. Which of the following hand tools is used to hold wires?

a. diagonal cutter c. screw Driver
b. long Nose Pliers d. soldering iron

7. What is the name of the Refrigeration tool that is used to cut

tubes made up of light materials aluminum or copper?
a. aluminum Cutter c. diagonal Cutter
b. metal Cutter d. tube Cutter

8. What is the most dangerous electrical

a. grounded circuit c. normal circuit
b. open circuit d. short circuit

9. What is the process of enlarging the tube end?

a. boring c. reamering
b. filing d. swaging

10. What is the opposition to the flow of current?

a. electromotive force c. inductive reactance
b. inductance d. resistance

11. What is the device that is connected in series from the line 1 of
the power to the common terminal of the motor?
a. compressor c. over load protector
 b. lamp switch d. relay

12. What is the switch that opens the electrical circuit as soon as the cool inside
the refrigerator has gone down to the rated temperature?
a. push button switch c. toggle switch
b. relay switch d. thermostat

13. What is the frequency of AC in the Philippines?

a. 50 cps c. 160 cps
b. 60 cps d. 120 cps

14. Which switch is normally at a position when it is pushed?

a. lamp switch c. starting switch
b. relay switch d. toggle switch
 ANSWER KEY 5.1-1

1. a
b. c
3. d
4. a
5. c
6. b
7. d
8. d
9. d
10. a
11. c
12. d
13. b
14. a
LEARNING OUTCOME #2 Perform Preventive Maintenance

CONTENTS:
 Types of lubricants
 Housekeeping
 Inventory guidelines and procedures
 HVAC/R equipment, tools and instrument types and specifications
 Lubrication procedures
 HVAC/R equipment operating procedures
ASSESSMENT CRITERIA
1. Appropriate lubricants are identified according to types of
equipment.
2. Tools and equipment are lubricated according to preventive
maintenance schedule.
3. Measuring instruments are checked and validated.
4. Lubricated hand tools are properly stored.
5. Inventory of tools, instruments and equipment are conducted and
recorded.
6. Defective hand tools, instruments, equipment and accessories are
replaced according to manufacturer’s specification.
7. Proper housekeeping is applied.

CONDITION:
Student/trainees must be provided with the following:
 Required types of lubricants
 Required HVAC/R equipment, tools and instruments
 Personal Protective Equipment (PPE)
 Courseware
 Workplace
 Cleaning materials and solution
 Inventory forms
 Storage
METHODOLOGIES
 Self paced Modular
 Group discussion

ASSESSMENT METHODS
 Written test/exam
 Demonstration with questioning
 LEARNING EXPERIENCES

Learning Outcome # 2 – Perform Preventive Maintenance

Learning activities Special Instructions

Read information sheet 5.2- 1 Secure CBLM Module# 5

Maitaining RAC tools and Read Information Sheet 5.1-1 the CBLM
Equipment

Answer self check 5.2-1 Check answer with answer key 5.2-1
 INFORMATION SHEET 5.2-1

Maintaining RAC Tools and Equipment

Learning Objectives:

After reading this information sheet, the trainee will be able to know on how to
maintain tools and equipment

All tools should be used only for the purpose intended. It is the technician’s
responsibility to keep his or her tools sharp, clean and lubricated. A well-maintained
tools has a longer life and safer to use than an improperly maintained tools.

1. Screw driver
- Discard, worn or damaged flat blade screwdrivers.
- Discard Phillips screwdriver with damaged tips.

2. Pliers
- Keep clean and free of rust
- Keep cutting edges sharp
- Keep pliers working freely
- Replace damaged handle insulation

3. Adjustable wrenches
- Keep worn gears clean and lubricated

4. Cutting tools
Example: saws, punches, drills, tube cutter
- Keep cutting edges sharp
- Protect cutting edges
- Keep tools clean and lubricated

5. Electrically powered tools / equipment

- Replace damaged cords
- Do not unplug by pulling the cord
- Lubricate movable parts
- Store properly
Maintenance schedule a list of allocating specific maintenance to a specific period. A
list of Comprehensive list of maintenance and its incidence.

Characteristics and Applications of Air Conditioning and Refrigeration (ACR)

lubricants

a. In all ACR system that has a compressor, lubricants play two important roles:

1. Lubricants protect against by forming a thin hydrodynamic film that keeps

mechanical surfaces separated and thus protected.
2. Lubricants perform sealing function by filling the gap between the piston and
walls in a motor or compressor and help make the compression cycle more
efficient.

b. Some lubricants have anti-wear (AW) compounds added as well as stabilizers,

and undergo mechanical testing to determine the chemical interaction of the
lubricant has with the refrigerant and with metal surfaces.

Example: Mineral oil is used with CFC – 12 because the chlorine in the
refrigerant reacts chemically with metal surfaces to improve the lubrication
capacity of the oil.

c. An oil must have a certain capacity to absorb or not absorb water, and this is
known as the oil’s hygroscopicity or affinity to absorb water.

d. Mineral oils absorb only a small amount of water and any excess water in a
system using mineral oil will be carried around the system where it could cause
corrosion or even freeze.

e. Some synthetic oils used in ACR applications are capable of holding much more
water than mineral oil and they require special handling because of that
characteristic.
Guidelines for adding or changing lubricant

a. Lubricants are usually referred to by their initials:

1. MO = Mineral Oil
2. PAG = Poly Alkaline Glycols
3. AB = Alkylbenzone
Example: Zerol 200 TD is a popular Alkylbenzone lubricant
4. POE = Polyolester
Example: Mobile EAL, Arctic 22 is a popular P.O.E. lubricant

b. MO is the lubricant of choice for traditional refrigerants, so adding or charging

oil with H – 12, H – 22, H – 500, and H – 502 is just a matter of using the
amount of MO recommended by the equipment manufacturer.

c. MO is not miscible with most alternative and many transition refrigerants, and
if it is present in a system being retrofitted, the MO may have to be flushed from
the system before the system is charged with new refrigerant.

d. Always follow recommended flushing procedures when removing MO from a

system because the complete procedure may require several hours.

e. Most HCFC blends such as R – 22 and R – 502 will use the synthetic oil AB
because it can be mixed with to 20% MO which will not require extensive
flushing when converting a CFC / MO system to an HCFC blend.

f. Polyolester oils are the alternative refrigerants because they are compatible with
a wide range of alternative refrigerants.

g. The PAG oils first used with R – 134a applications posed problems with
absorbing water and separation, and in CFC applications, PAGs proved to be
incompatible with chlorine, so the PAGs are under further evaluation.

h. Always follow specifications of the compressor manufacturer when changing oil,

and include the use of antiwater or other additives that may be specified.
 TABLE 1. LUBRICANT COMPATABILITY
REFRIGERANT M.O. P.A.G. A.B. P.O.E.
R – 12 YES NO YES YES
R – 22 YES NO YES YES
R – 500 YES NO YES YES
R – 502 YES NO YES YES
R – 134a NO YES NO YES
R – 404 A (FX – 70) NO NO NO YES
FX 56 YES NO YES YES
MO (Mineral oil) PAG (Poly Alkaline Glycol) AB (Alkylbenzene) POE (Polyolester)

Guidelines for working with synthetic oils

a. Complete evacuation of the system before charging the system with oil.

b. Do everything possible to avoid exposing synthetic oil to air because even the
humidity in the air can affect performance.

c. Use small oil containers instead of large ones.

d. Keep oil containers capped at all times when not in use.

e. Store containers or oil in areas that are as humidity-free as possible.

Proper storage of tools and equipment

a. Clean the cabinet or tool room.

b. Classify the functional and non functional.

c. Non- functional tools are segregated and labeled.

d. Clean tools and equipment.

e. Store idle tools when not in use, tools should be stored in dry and locked up
place.

f. Keep tools and equipment clean, oiled and unplug from power source.

Tools Use, Maintenance, and Storage Safety

- Use the right tools or equipment for the job and use it properly.

- Keep all tools, sharp, clean and in safe working order.

- Retain all tool guards and safety devices

- Operate a hazardous machine only after reading instruction on how to

operate the machine safely in all working conditions.

- Make sure that all guards and barrels are in place and adjusted properly
before using a machine tool.

- Use correct, properly fitting wrenches for nuts, bolts and objects to be
turned or hold.

- Keep work areas clean and free of debris and other hazards.

- Store tools, materials and supplies safely in cabinets, on shelves, or other

suitable areas.
- Keep sufficient brooms, brushes and other housekeeping equipment
ready available.
- Clean chips from a machine with a brush, not with a rag or your bare
hands.
- Wear eye protection when using grinders and buffers.

SELF CHECK 5.2-1

Direction: 1. Enumerate the Guidelines for adding or changing lubricant
2. Guidelines for working with synthetic oils
 ANSWER KEY 5.2-1

Guidelines for adding or changing lubricant

a. Lubricants are usually referred to by their initials:

1. MO = Mineral Oil
2. PAG = Poly Alkaline Glycols
3. AB = Alkylbenzone
Example: Zerol 200 TD is a popular Alkylbenzone lubricant
4. POE = Polyolester
Example: Mobile EAL, Arctic 22 is a popular P.O.E. lubricant

Guidelines for working with synthetic oils

a. Complete evacuation of the system before charging the system with oil.

b. Do everything possible to avoid exposing synthetic oil to air because even the
humidity in the air can affect performance.

c. Use small oil containers instead of large ones.

d. Keep oil containers capped at all times when not in use.

e. Store containers or oil in areas that are as humidity-free as possible.

 Operation Sheet 5.2-1
Clean and Lubricate Adjustable Hand Tool

Performance Objective:

Given the necessary materials and tools, you will be able to clean and lubricate
adjustable hand tools following the correct procedures.

Supplies and Materials:

1. Lubricating oil
2. rags

Tools and Equipment

Basic Hand tools

Procedures:

1. Put on protective gloves and safety glasses.

2. Lay pliers on a tray.
3. Pour oil into tray until pliers are submerged.
4. Open and close the pliers several times while submerged.
5. Let pliers dip on oil for 2 – 3 minutes.
6. Remove pliers from oil.
7. Open and close until pliers work freely.
8. Wipe out residue from pliers joints with cloth.

Assessment Method

Demonstration using Performance criteria checklist

 Procedural Checklist 3.3-4

Name of Trainee _______________________________ Date______________

Did the candidate YES NO

1. Put on protective gloves and safety glasses.

2. Lay pliers on a tray.

3. Pour oil into tray until pliers are submerged

4. Open and close the pliers several times while

submerged.

5. Let pliers dip on oil for 2 – 3 minutes.

6. Remove pliers from oil.

7. Open and close until pliers work freely.

8. Wipe out residue from pliers joints with cloth.