BOC 204

Credits: 1
Lecture: 6 hrs
Class Exercise: 1 hr
Project: 3 hrs
Total: 10 hrs

Prerequisites: Students will have completed BOC Level I series or will show equivalent competency in the form of comparable training. Students should have a basic understanding of the HVAC and control system in their own facility and be prepared to access it to fulfill course objectives.

Learning Outcomes/Competencies:
At the completion of the HVAC Controls & Optimization, a participant will:

  • understand of a variety of facility heating & cooling systems controls.
  • identify the elements of a control system.
  • be confident in how to objectively troubleshoot a control system.
  • recognize the basic economics and benefits/challenges of compared controls.
  • be able to recommend energy saving measures as they apply to facility systems.
  • apply knowledge of heating and cooling systems in repair situations.
  • successfully complete the facility project assignment.

Texts:  STUDENT HANDBOOK: BOC 204 – HVAC Controls & Optimization, plus course handouts

Special Equipment for Instructors: None.


a. Test: 50%
b. Take home project: 50%

BOC 204 – HVAC Controls & Optimization: Course Outline

1. Introduction

a. Course overview & objectives
b. Audience experiences and interest areas
c. Reference material

2. Control System Fundamentals

a. Review of controls and terminology
b. Basic control system path
c. Controller action and types
d. Control devices
e. Sensors
f. Controllers

3. Pneumatic Control System Basics

a. Components
b. System accessories

4. DDC Control System Basics

a. Software integration
b. Energy management
c. Related software

5. HVAC Control Systems

a. Single zone
b. Multizone
c. Dual duct
d. Variable air volume

6. Energy Management Techniques

7. System Maintenance and Service

a. Minimizing nuisance alarms
b. Trending and recording
c. Monitoring graphics
d. Calibration of system
e. Loop tuning

8. Troubleshooting and Repair

a. Service problems
b. Repair mechanical problems
c. Electrical system
d. Controller sensitivity
e. Sensor accuracy and checkout
f. O&M manuals and operator training

9. Optimization

a. Calibrated energy savings
b. Reduce ventilation air
c. Hot/cold water reset
d. Economizer control
e. Start times
f. Demand load shedding

Facility Project Assignment

Control Systems Diagram & Maintenance Checklist

Learning Objective:

Understand the operations and maintenance steps necessary to sustain efficiency and capacity for the HVAC control system.

1. For an Energy Inspection Report on your specific job site requirements, create a complete controls diagram to optimize control sequences for the central air system. Include daily, weekly, monthly, and annual inspections. Use manufacturers’ drawings if available.

2. Create a complete maintenance check list for your fan system in question 1, to optimize control sequences for an Energy Inspection Report applicable to your specific job site requirements for the central air system. Include daily, weekly, monthly, and annual inspections.