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Pathway: Heating, Ventilation, & Air Conditioning (HVAC)

HVAC Field Testing & Performance Optimization (Self-Paced)

The first training module helps attendees learn how to optimize HVAC equipment and systems to provide an acceptable level of occupancy comfort or process function while maintaining good indoor air quality and holding overall cost and energy requirements to a minimum. The goal is to have an energy efficient system which provides necessary occupancy comfort while achieving optimum system performance and life cycle.

The second training module explains to attendees and shows how to test and balance (TAB) the airflow in commercial heating, ventilating, and air conditioning (HVAC) systems, diagnostic data collection tools, and methods for identifying energy savings opportunities.

Advanced Prerequisites are required (read more)

Mon, June 1st, 2026 -
Mon, Aug 31st, 2026

12:00am - 12:00am EDT

Virtual

Learning Objectives

Module 1 – Understanding & Optimizing HVAC Systems:

  1. Attendees will be instructed on the various types of HVAC systems - single zone and muti-zone constant air volume systems, water to water, water to air, air to water, air to air, variable air volume systems, package systems, split systems, electric heat pumps, variable refrigerant flow systems, and variable water volume systems. 
  2. Attendees will learn about additional HVAC equipment & systems including fossil fuel and electric boilers, furnaces, chillers, refrigerant coils, heating and cooling water coils, electric duct coils, air filter, volume control dampers, fans, and pumps. 

Learn:

  1. How to optimize HVAC equipment and systems to provide an acceptable level of occupancy comfort or process function while maintaining good indoor air quality and holding overall cost and energy requirements to a minimum. 
  2. Conduct basic math calculations - heat power (Btuh), air changes per hour, volume of air flow, brake horsepower for constant and variable volume systems, and energy savings for optimized equipment. 

Module 2 – Testing and Balancing HVAC Systems:

Learn:

  1. The major air side components in an HVAC system. 
  2. General HVAC and test and balance terminology. 
  3. The four centrifugal fans used in HVAC systems. 
  4. The instruments used in test and balance. 
  5. The report forms used in test and balance. 
  6. Basic test and balance calculations. 

Understand:  

  1. How to do a field inspection.  
  2. How to test fan and duct pressures. 
  3. How to change airflow at fans and in the air distribution system. 
  4. How to Test and Balance Constant Air Volume Systems. 
  5. How to Test and Balance Variable Air Volume Systems. 
  6. How to recognize when a test and balance report may have inconsistencies. 

Course Details

Provider:

PBJ Media Holdings, LLC

Instructor:

Samuel Sugarman

Course Type:

Virtual, Self-Paced

Course Dates:

Access until August 31, 2026

Registration Deadline:

August 30, 2026 at 7:00am (12-person capacity)

Time Commitment:

12 hours

Prerequisites:

This is an intermediate course. Attendees should be well versed in HVAC and have a working knowledge of HVAC systems and function. Intended for facility managers, maintenance professionals, building operators, energy managers, HVAC and indoor air quality professionals, and any anyone interested in knowing how heating, ventilating and air conditioning systems work, save energy and how to optimize them.

CEU:

12 PDH | 1.2 CEU 

Record of Completion:

Certificate of Completion

All training and certification courses are offered at no cost to participants on a first-come, first-served basis. Due to the time commitment, registrants may not sign up for conflicting courses unless the conflicting course is self-paced. This course is provided for educational purposes only and does not constitute professional, financial, tax, or legal advice. Participation in this course does not establish a professional relationship with the instructor or the DCSEU. Course content is subject to change, and we do not guarantee that it will perfectly match descriptions on our website or social media. We are not responsible for students' access to course materials, required products, or their ability to complete the course due to skill level, commitment, or other factors. No guarantees are made regarding earnings, success, or specific outcomes. Course participants are solely responsible for complying with all applicable laws, and the DCSEU and presenters disclaims any liability for penalties or damages incurred due to non-compliance.

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