Competency Requirements –2007

Certified Appliance Installer (C.A.I.)

Consumer Appliance Installation Specialty

NCEE Project Manager 2004 for this Competency: Ron Sawyer, M-CAP, CSM

Core Knowledge

1.0 Work Ethic

1.1 Explain the Importance of maintaining a delivery window..

1.2 Explain the necessity of communicating with consumers by calling ahead to keep them informed when behind or on-time arrival.

2.0 Soft Skills
2.1 Explain the need to communicate with the consumer during the installation process
2.2 Describe the need for ethical behavior, dress code and personal hygiene
2.3 Demonstrate product detailing
2.4 Properly detrash, remove labels and clean up a product for installation
3.0 Best Practices

3.1 Demonstrate the use of Cleaning supplies, floor mat, shoe covers, etc.

3.2 Explain the need to leave a satisfied customer
3.3 Describe the need for a follow-up call or customer survey

4.0 Safety

4.1 Explain the need to read and understand warning labels.

4.2 Describe the need for proper grounding.
4.3 Explain why it is necessary to test run a product after the installation is made
4.4 List the precautions that must be taken to protect gas appliances from leaks
4.5 Demonstrate the proper installation of anti-tip devices
4.6 Explain the purpose of using Safety Belts
4.7 Describe Vehicle/Work area safety procedures

5.0 Safety Equipment
5.1 Explain when to use hard hats, goggles, gloves, safety shoes, back brace, and lifting belts
5.2 Demonstrate the proper use of appliance dolly, shoulder dolly and a microwave lift
5.3 Describe proper lifting techniques for moving appliances
5.4 Describe the use of different types of Fire extinguishers
5.5 Explain Spontaneous Combustion
6.0 Local Codes, Requirements & Restrictions

6.1 Explain how to research local agencies for code requirements by location

6.2 Explain the uniform mechanical codes and requirements for gas , electric and plumbing
6.3 Describe the licensing issues, union restrictions and precedence

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7.0 Trade Tools

7.1 Demonstrate the proper use of hand tools and any required specialty tools

7.2 Explain the need to tools to be clean and in good working order
7.3 Demonstrate the use of a Ground tester
7.4 Demonstrate the use of a Polarity tester
7.5 Demonstrate the use of a Gas leak tester
7.6 Demonstrate the use of Air flow tester
7.7 Demonstrate the use of a water pressure gauge
7.8 Demonstrate the use of a manometer
7.9 Demonstrate the use of a Volt-Ohm meter
7.10 Demonstrate the use of a CO Meter
7.11 Demonstrate the use of a Thermometer.

8.0 Product Handling

8.1 Demonstrate the appliance loading and unloading procedures from a truck

8.2 Demonstrate the proper uncrating and handling of appliances

8.3 Explain handling procedures for carting, handling and stacking of appliances.
8.4 Describe the methods of damage prevention when moving appliances
8.5 Explain the policies and procedures for handling product damage

9.0 Installation
9.1 Explain the need to survey installation site including access through doors and hallways
9.2 Explain why it is necessary to check for pre-existing damage to access area before the product is unloaded
9.3 Describe the limit of installation in relationship to access to utilities with proper energy supply
9.4 Describe the necessity of checking for a stable floor before installation
9.5 Describe the installation procedure for installing vent pipe for venting equipment
9.6 Explain the need for proper cut-out dimensions for installing built-in appliance
9.7 Demonstrate the proper installation of a washer explaining drain height and water shut off requirements
9.8 Describe the methods used to measure ambient temperature and the need for air flow around the exterior of the installed product
10.0 Operational Set-up and Tests

10.1 Demonstrate the product prep procedure including removal of packing materials, unpack accessories and remove shipping straps or other shipping hardware

10.2 Describe the procedure for handling pre-existing product damage
10.3 Explain the need to review safety procedures before product is moved into place

11.0 Operational Hook-ups

11.1 Demonstrate a proper gas hook-up including use of sealants, leak testing and proper venting

11.2 Demonstrate a proper water connection hook-up including tapping a water line, leak prevention, proper use of sealants, bleeding/flushing lines and proper installation of hose to prevent kinked hoses
11.3 Demonstrate a proper electrical hook-up explaining the use of proper wire size, proper connections, wire nuts and split bolt connectors, pigtails and grounding, voltage and polarity tests

12.0 Reassembly

12.1 Demonstrate a change in direction of door swing

12.2 Demonstrate the installation of trim, panels making sure the product is properly aligned and level
12.3 Demonstrate the use of operational tests and calibration requirements
12.4 Explain simple maintenance procedures
12.5 Demonstrate procedure for presenting care and use guides and product information to the consumer
12.6 Explain the registration process

13.0 Removal and Disposal of Old Product
13.1 Describe the method of capping unused electrical connections
13.2 Describe the method of capping unused gas connections at the valve
13.3 Explain the method of safe disposal of hazardous materials

Cooling Products

14.0 Freestanding Refrigerators

14.1 Demonstrate the removal of door and change direction of swing

14.2 Properly align and level door

14.3 Explain how improper airflow around the exterior of refrigerator can effect product’s operation
14.4 Demonstrate the proper installation for a icemaker hookup including water line tap, leak prevention and water filters
14.5 Demonstrate the proper hookup for a water dispenser including filtration connection and line purge
14.6 Explain the reasoning for initial control settings

15.0 Ice Makers (Freestanding Units)

15.1 Demonstrate the proper installation for an icemaker hookup including water line tap, leak prevention

15.2 Demonstrate the proper installation for an icemaker hookup drainage system

15.3 Explain how improper airflow around the exterior of ice maker can effect product’s operation
15.4 Outline the need for a water inlet filter

16.0 Freezers (Vertical, Horizontal. Frost Free and Manual Defrost)

16.1 Demonstrate the removal and reattachment of exterior door.

16.2 Demonstrate the proper leveling procedure.

16.3 Explain how improper airflow around the exterior of freezer can effect product’s operation

16.4 Explain the reasoning for initial control settings

17.0 Room Air Conditioners
17.1 Explain the necessity of a dedicated circuit
17.2 Identify the proper electrical connections for different size room air conditioners
17.3 Explain the need for proper tilt in air conditioner installation
17.4 Describe the proper method of sealing air conditioner installation

18.0 Built-in Refrigerators

18.1 Explain rough in requirements and need for lock-in and anti-tip devices
18.2 Demonstrate the removal of door and change direction of swing
18.3 Describe the installation of special door panels
18.4 Properly align and level door.
18.5 Demonstrate the proper installation for a icemaker hookup including water line tap, leak prevention and water filters
18.6 Demonstrate the proper hookup for a water dispenser including filtration connection and line purge
18.7 Explain how improper airflow around the exterior of refrigerator can effect product’s operation
18.8 Explain the reasoning for initial control settings

19.0 Wine Coolers
19.1 Describe the removal and reattachment of door
19.2 Explain the need to level unit
19.3 Describe the security system set-up
19.4 Explain how improper airflow around the exterior of refrigerator can effect product’s operation

20.0 PTAC Units

20.1 Explain rough in requirements and need for lock-in
20.2 Explain the need to level unit
20.3 Demonstrate the proper electrical hookup for a PTAC Unit
20.2 Explain the need for sealing inside and out
20.3 Explain the reasoning for initial control settings
21.0 Recommended list of tools and supplies
21.1 List the basic tools needed for installation of Cooling Products
21.2 List the basic cleaning supplies needed for cleanup after installation is complete

Cleaning Products

22.0 Automatic Washers (Vertical and Horizontal Axis Washers)

22.1 Demonstrate the preparation of product for installation removing shipping brackets, bolts and straps

22.2 Describe the proper installation of a standard floor mounted unit.
22.3 Describe the proper installation of a stacked washer unit
22.4 Describe the proper installation of a rack mounted washer unit
22.5 Explain the need for leveling of unit
22.6 Demonstrate the proper installation of water hookups for washer installation
22.7 Demonstrate the proper installation of drain hookup including anti-siphon device
22.8 Explain the need for proper drain height and pipe size
22.9 Explain the different floor types and the methods of stabilizing weak floors
22.10 Properly align the washer with the dryer
22.11 Set the clock and explain the operation of electronic controls

23.0 Automatic Dryers (Gas and Electric Dryers)

23.1 Describe the basic fuel supply needed for gas and electric dryer installation.

Demonstrate the conversion of a gas dryer from natural gas to LP or reverse
Describe the venting of dryers including type and size of pipe, length of pipe limitation, elbow use
Explain the use of thermal trap, wall cap, dampers and vent booster fan
Properly align the dryer with the washer

24.0 Dishwashers (Portable and Countertop)
24.1 Describe the basic electrical connection for a standard portable dishwasher
24.2 Demonstrate the proper installation of portable dishwasher water line and drain connection
24.3 Explain the need for proper leveling
24.4 Set the controls and explain the operation of dishwasher

25.0 Dishwashers (Built-in and Under Counter)

25.1 Describe the rough-in and cut out procedure
25.2 Describe the basic electrical connection for a standard built-in dishwasher
25.3 Demonstrate the proper installation of dishwasher water line and drain connection including garbage disposal knockout
25.4 Explain the need for anti-siphon device, preventing kinks, proper drain hose routing and drain height
25.5 Explain the need for a lock-in or anti-tip device
25.6 Properly level and align unit
25.7 Set the clock and explain the operation of electronic controls

26.0 Dishwasher Drawer

Describe the rough-in and cut out procedure.
26.2 Describe the basic electrical connection for a drawer dishwasher
26.3 Demonstrate the proper installation of dishwasher water line and drain connection including garbage disposal knockout
26.4 Properly level and align unit
26.5 Set the controls and explain the operation of dishwasher

27.0 In-Sink Dishwasher

27.1 Install faucet and hookup
27.2 Describe the rough-in and cut out procedure
27.3 Describe the basic electrical connection for a standard built-in dishwasher
27.4 Demonstrate the proper installation of dishwasher water line and drain connection including garbage disposal knockout
27.5 Explain the need for a lock-in
27.6 Properly level and align unit
27.1 Set the clock and explain the operation of electronic controls

28.0 Recommended list of tools and supplies needed for Cleaning Products

28.1 List the basic tools needed for installation of Cleaning Products
28.2 List the basic cleaning supplies needed for cleanup after installation is complete

Cooking Products

29.0 Freestanding Ranges (Gas, Electric and Dual Fuel)

29.1 Describe the pressure required for LP and Natural gas installations

29.2 Explain the principles of converting from LP to Natural or reverse
29.3 Draw a diagram of a typical gas range installation from supply line to range connection
29.4 Draw a diagram of a typical electric range pigtail connection at the range
29.5 Explain the need for a anti-tip device
29.6 Explain the procedure for making high altitude adjustments
29.7 Explain the need for leveling
29.8 Set the electronic controls and explain the operation and features controlled

30.0 Drop-in and Slide-in Ranges

30.1 Describe the product preparation for installation
30.2 Describe the rough-in and cut out procedure
30.3 Explain the need to secure to base cabinets
30.4 Explain the procedure for making high altitude adjustments
30.5 Explain the need for leveling
30.6 Set the electronic controls and explain the operation and features controlled

31.0 Built-in Ovens (Single or Double)

31.1 Describe the product preparation for installation
31.2 Describe the rough-in and cut out procedure
31.3 Explain the need to secure to base cabinets
31.4 Explain the procedure for making high altitude adjustments
31.5 Explain the need for leveling
31.6 Set the electronic controls and explain the operation and features controlled

32.0 Cooktops (Including Modules)

Describe the product preparation for installation
Describe the rough-in and cut out procedure
Explain the need to secure to Counter-top
Draw a diagram of a typical gas range installation from supply line to range connection
Draw a diagram of a typical electric cook top connection to the supply source
Install modules in unit

33.0 Warming Drawers
33.1 Describe the product preparation for installation
33.2 Describe the rough-in and cut out procedure
33.3 Draw a diagram of a typical electric cook top connection to the supply source
33.4 Explain the procedure for securing drawer frame to cabinet
33.5 Explain the need to make sure that drawer is properly seated and aligned
34.1 Explain the need to check polarity at the power source before attaching power plug
34.2 Set the electronic controls and explain the operation and features controlled
34.3 Describe the ambient conditions for proper microwave operation
34.4 Describe the general use of Accessory Kits for built-in applications
35.1 Describe the rough-in and cut out procedure
35.2 Draw a diagram of a typical electric connection to the supply source
35.3 Explain the need for air flow
35.4 Set the electronic controls and explain the operation and features controlled
36.1 Describe the rough-in and cut out procedure
36.2 Draw a diagram of a typical electric connection to the supply source
36.3 Explain the need to secure to cabinets
36.4 Explain the need for air flow
36.5 Describe the venting of hoods including type and size of pipe, length of pipe limitation, elbow use and cap
36.6 Set the electronic controls and explain the operation and features controlled
37.1 List the basic tools needed for installation of Cleaning Products
37.2 List the basic cleaning supplies needed for cleanup after installation is complete
34.0 Countertop Microwaves
35.0 Built-in Microwaves
36.0 Microwave Hood Combinations (Internal and External Blowers)
37.0 Recommended list of tools and supplies needed for Cooking Products