About this course

The NYS Clean Heat Program offers incentives for Air-Source Heat Pumps (“ASHPs”), Air-to-Water Heat Pumps (“AWHPs”), and Ground-Source Heat Pumps (“GSHPs”) for both space heating and cooling as well as for Heat Pump Water Heaters (“HPWHs”) for water heating.

To apply for incentives under this Program AWHP installers must first become “Participating Contractors” by submitting a Participating Contractor Application, which includes these training requirements:

1. A copy of the U.S. Environmental Protection Agency Section 608 Technician Certification that is appropriate for the size of the system the installer will install.

2. AWHP Manufacturer-sponsored Installation Training Certificate (or comparable, including Heatspring’s Application of Air-to-Water Heat Pumps or Heat Pump System Design & Installation.

This course bundle is the fastest way to get the required training and become an approved contractor. Here's a link to the PDF document with all of the NYS Clean Heat Program details.

Ready To Sign Up Today? Click Here to Enroll

Learning Objectives

  • Earn EPA 608 Certification
  • Document the required A-to-W heat pump training
  • Learn to design and install A-to-W systems that work

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Bundle outline

2 courses • 11 modules

Course 1 • 6 modules
EPA 608 Technician Certification
Module 1 • 10 assignments
EPA 608 Technician Certification Course - Introduction

This course is intended for individuals who would like to prepare for taking the EPA Section 608 examination but would also like a review or refresher of the fundamentals. The Refrigeration Cycle, Refrigerants, and Components course will provide an overview of the following: This course will prepare students and technicians for all sections of the EPA Section 608 examination (Core, Type I, Type II, and Type III) or Universal certification. The course includes the EPA Section 608 Certification Examination. Review the lectures and take the practice quiz.

  • Start Here!!! (02:25 minutes)
  • EPA 608 Technician Certification Course - Getting Started
  • Details about taking the EPA 608 Exam
  • Textbook - Section 608 Certification Exam Preparatory Manual 9th Edition (.pdf)
  • Pressure - Temperature Chart (P/T) Chart (.pdf)
  • EPA 608 Technician Certification Course - Introduction (25:29 minutes)
  • Refrigerant Recovery Machine, Hose, and Tank Setup! Recovery Process!
  • How to Remove (Recover) Refrigerant From a Running AC System
  • Refrigerant Recovery Training! Tips, Problems, Best Practices, Setup!
  • How to Evacuate an AC system, Full Vacuum Procedure
Module 2 • 2 assignments
EPA 608 Technician Certification Course - Core

The Core contains 25 general knowledge questions relating to stratospheric ozone depletion, rules and regulations of the Clean Air Act, the Montreal Protocol, refrigerant recovery, recycling and reclaiming, recovery devices, substitute refrigerants and oils, recovery techniques, dehydration, recovery cylinders, safety, and shipping. Type I contains 25 sector-specific questions pertaining to small appliances. Type II contains 25 sector-specific questions pertaining to medium and high-pressure appliances and Type III contains 25 sector-specific questions pertaining to low-pressure appliances.

  • EPA 608 Technician Certification Course - Core (44:14 minutes)
  • EPA Practice Quiz - Core
Module 3 • 2 assignments
EPA 608 Technician Certification Course - Type 1

Type 1 covers persons who maintain, service, repair, or dispose of small appliances and must be certified as Type I technicians. A small appliance is defined as a pre-assembled unit, hermetically sealed and factory-charged with 5 lbs. or less of refrigerant. Examples include equipment such as water coolers, window units, refrigerators, freezers, de-humidifiers, residential ice machines, and package terminal air conditioning. Split- systems are not included in Type I.

  • EPA 608 Technician Certification Course - Type 1 (12:06 minutes)
  • EPA Practice Quiz - Type 1
Module 4 • 2 assignments
EPA 608 Technician Certification Course - Type 2

Type 2 covers persons who maintain, service, repair, or dispose of appliances containing more than 5 lbs. of refrigerant, or if the installation of such equipment requires refrigerant charging, must be certified as Type II technicians. Type II certification does not include small appliances or motor vehicle air-conditioning (MVAC) systems.

  • EPA 608 Technician Certification Course - Type 2 (20:35 minutes)
  • EPA Practice Quiz - Type 2
Module 5 • 2 assignments
EPA 608 Technician Certification Course - Type 3

Type 3 covers persons who maintain, service, repair, or dispose of low-pressure appliances, such as centrifugals and chillers, and must be certified as Type III technicians. Low-pressure appliances operate with low-pressure refrigerants, which have pressures of 30 psig, or lower, at a liquid-phase temperature of 104°F. HCFC-123, used in chillers, is a “low-pressure refrigerant” under EPA’s Section 608 regulations to replace CFC-11.

  • EPA 608 Technician Certification Course - Type 3 (13:08 minutes)
  • EPA Practice Quiz - Type 3
Module 6 • 3 assignments
Practice Exams

Take these practice exams as many times as you want. You need 70% to pass. Don't forget the P/T Chart.

  • EPA Practice Quiz - Set A
  • EPA Practice Quiz - Set B
  • EPA Practice Quiz - Set C
Course 2 • 5 modules
Application of Air-to-Water Heat Pumps for Hydronic Heating & Cooling
Welcome • 2 assignments
Orientation Materials

This course is self-paced, so you don’t need to be logged in at any specific time. You can get started immediately after you enroll and the course materials will remain in your account with minimum guaranteed access for 12 months (1 year) after enrollment.

  • Set up email notifications and your student profile
  • Introduce yourself on the discussion board
Module 1 • 7 assignments
Introduction & Brief History of Air-Source Heat Pumps

This week provides an overview of the course, learning objectives, and background information on air-source heat pumps. It discusses the benefits of air-to-water heat pumps, and trends that point to a growing market in North America.

  • Module 1 - Part A (17:56 minutes)
  • Module 1 - Part B (40:20 minutes)
  • Module 1 - Part C (15:18 minutes)
  • Module 1 - Part D (15:22 minutes)
  • Module 1 Part E (40:54 minutes)
  • idronics #12 - Hydronics Fundamentals (.pdf)
  • All Module 1 Presentation Slides (.pdf)
Module 2 • 8 assignments
Working With Air-to-Water Heat Pumps

This week presents the “nut & bolt” details of working with modern air-to-water heat pumps. It examines the thermal performance of modern vapor/compression air-to-water heat pumps, freeze protection options, use of buffer tanks, modulating versus fixed speed heat pumps, and integration of an auxiliary boiler. They details will all be applied in the example systems described later in the course.

  • Module 2 - Part A (34:12 minutes) Preview
  • Module 2 Part B (REV) (28:24 minutes)
  • Module 2 - Part C (27:34 minutes)
  • Module 2 - Part D (25:47 minutes)
  • Module 2 - Part E (21:25 minutes)
  • Module 2 - Part F (11:44 minutes)
  • Module 2 (REV) all presentation slides (.pdf)
  • (Module 2 Part D) Revised slide #100 (.pdf)
Module 3 • 4 assignments
Low-Temperature Heat Emitters & Distribution Systems

This week focuses on heat emitter options and the important of designing the heating distribution system to operate at low supply water temperatures. Several heat emitters are discussed, and preferred piping layouts are shown.

  • Module 3 Part A (01:03:18 hours)
  • Module 3 Part B (24:56 minutes)
  • Module 3 all presentation slides (.pdf)
  • heat emitter retrofit possibilities (.pdf)
Module 4 • 3 assignments
Small-Scale Chilled Water Cooling Using Air-to-Water Heat Pumps

The week is devoted to smaller scale chilled water cooling, which allows air-to-water heat pumps to provided zoned cooling and dehumidification. Both sensible and latent cooling are described along with terminal unit options including radiant panel cooling.

  • Module 4 Part A (the only part) (31:45 minutes)
  • Revised slide 173 (.pdf)
  • Module 4 all slides (REV 10-10-16) (.pdf)
Module 5 • 7 assignments
Example Systems

This week presents several complete system designs for heating cooling and ancillary loads. They include piping schematics, control concepts, electrical wiring, and descriptions of operation.

  • Module 5 Part A (35:42 minutes) Preview
  • Module 5 Part B (15:39 minutes)
  • Module 5 Part C (09:03 minutes)
  • Module 5 Part D (12:10 minutes)
  • Module 5 Part E (11:10 minutes)
  • Module 5 all presentation slides PDF (.pdf)
  • Final Quiz
Conclusion • 4 assignments
Feedback and Additional Resources

This is our last module but you still have access to the all of course materials for 12 months (1 year), so keep working and you'll be able to complete the course at your own pace. After your year of access expires you can optionally extend access with a HeatSpring Membership. Enjoy the course and keep in touch!

  • 1 Year of Access to Course Materials
  • Feedback: 2-minute Exit Survey
  • Consider Joining as a HeatSpring Member
  • Certificate of Completion: Request a Certificate


  • Brynn Cooksey

    ESCO's Top 25 Most Influential HVACR Instructors of 2024, HVAC U
    View profile

    Brynn Cooksey, CEM, CMS, RCT, was named one of ESCO's Top 25 Most Influential HVACR Instructors of 2024. He has been in the Building Science industry for over 20 years. Brynn specializes in residential and commercial building performance. A genuine product of his environment, he started his career as an employee of his family’s heating, cooling, and refrigeration... Learn more

  • John Siegenthaler

    P.E., Appropriate Designs
    View profile

    John Siegenthaler, P.E., is a mechanical engineering graduate of Rensselaer Polytechnic Institute, a licensed professional engineer, and Professor Emeritus of Engineering Technology at Mohawk Valley Community College. “Siggy” has over 40 years of experience in designing modern hydronic systems. He is a hall-of-fame member of the Radiant Panel Association, and a... Learn more

Frequently asked questions

How do I become an approved contractor and get funding through the NYS Clean Heat Program?
Here's a link to the program's contractor portal:

Here's a link to all of the program details. Contractor requirements start on page 55:
How long do I have access to the materials?
How does this course work?
Is there a certificate of completion?
Can I register multiple people?

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