Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before start time.

Wednesday, October 12, 2022
8:00 am – 4:00 pm CDT


Presented by
Bart Bales, PE MSME

Overview of Systems to be Covered
Air-source heat pumps, mini-splits and ducted units for space heating
Energy recovery ventilators for provision of fresh air

Heat Pumps Overview
Underlying heating concepts
How they work: heat pump process cycle, terminology, measures of performance
COP (coefficient of performance)
Performance in cold climates
Cold-climate air-source heat pumps
A retrofit example

Heat and Energy Recovery Ventilators
Different types of recovery ventilators
Energy recovery ventilator (ERV) versus heat recovery ventilator (HRV)?
Ductwork design considerations
Commercial examples

Air-Source Heat Pumps for Space Heating
Proposed improvements to rating metrics for air-source heat pumps
Coefficient of performance (COP) at various temperatures
Equipment types and performance
New construction and retrofit case studies

Integrating Ducted Air Source Heat Pumps with Energy Recovery Ventilators
The big question: duct together or separately?
An innovative and energy-efficient way to replace rooftop units with heat pumps and energy recovery ventilators

Round-Up and Review


 Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at


Professional Engineers:
6.5 PDHs

6.5 HSW CE Hours

International Code Council:
.65 CEUs (Energy)


Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for 6.5 PDHs for professional engineers and 6.5 HSW continuing education hours for licensed architects in all states.

HalfMoon Education is an approved continuing education sponsor for engineers in Florida (Provider No. 0004647), Indiana (License No. CE21700059), Maryland, New Jersey (Approval No. 24GP00000700) and North Carolina (S-0130). HalfMoon Education is deemed an approved continuing education sponsor for New York engineers and architects via its registration with the American Institute of Architects Continuing Education System (Regulations of the Commissioner §68.14(i)(2) and §69.6(i)(2)). Other states do not preapprove continuing education providers or courses.

The American Institute of Architects Continuing Education System has approved this course for 6.5 LU|HSWs (Sponsor No. J885). Only full participation is reportable to the AIA/CES.

The International Code Council has approved this event for .65 CEUs in the specialty area of Energy (Preferred Provider No. 1232).

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).


Bart Bales, PE, MSME

Principal of Bales Energy Associates

In the residential sector, Bales Energy Associates provides mini-consults for heat pumps, energy recovery ventilators and other green heating and cooling systems. Over the last 15 years, Bart Bales has taught high-performance heating systems workshops for an eight state region in the Northeast. BEA provides investment-grade energy audits and renewable energy system studies for commercial and institutional buildings and facilities, BEA takes a whole-systems approach to each facility or home, informed by the most current building-science standards. Mr. Bales is a registered Professional Engineer in Massachusetts, New York, Connecticut, Vermont, and Rhode Island. Services offered by BEA include HVAC, energy-related studies and design services, as well as training workshops for high-performance, energy-efficient mechanical, electrical, and enclosure systems for new and existing buildings. 


AIA Info

AIA Provider Statement:

HalfMoon Education Inc. is a registered provider of AIA-approved continuing education under Provider Number J885. All registered AIA/CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider of learning program may be sent to AIA/CES ( or (800) AIA 3837, Option 3).

This learning program is registered with AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.

AIA continuing education credit has been reviewed and approved by AIA/CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA/CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

Course Title: Air-Source Heat Pumps, Split Systems, and Energy Recovery Ventilators

Delivery Method: Live Online

Course Description: This course provides useful information and guidance to assist design professionals in incorporating air-source heat pumps and energy recovery ventilation systems into new and existing buildings. Specifically, the course discusses the science, principles and operation of air-source heat pumps and energy recovery ventilation systems which allow for efficient heating, cooling and ventilation of a building.

Learning Objectives:

Learning Objective 1:
Learners will be able to review the science and operation of air-source heat pumps, mini-splits, and ducted units for space heating and energy recovery ventilators for provision of fresh air.

Learning Objective 2:
Learners will be able to understand how heat pumps work (heat pump process cycle, terminology, measures of performance), calculate the coefficient of performance (COP), and discuss heat pump performance in cold climates.

Learning Objective 3:
Learners will be able to identify the different types of recovery ventilators (heat and energy) and their benefits, as well as understand their operations and ductwork design.

Learning Objective 4:
Learners will be able to consider integrating ducted air source heat pumps with energy recovery ventilators and whether to duct together or separately.

LUs: 6.5                                                                                              LU Type: LU|HSWs.

Prerequisites: Familiarity with heating and cooling principles

Advance Preparation: None

Program Level: Intermediate

Course Expiration Date: 08/02/2025

Complaint Resolution Policy:

Complaints regarding this course can be emailed to or by calling (715) 835-5900. A HalfMoon Education representative will respond within 72 hours to resolve the complaint, which will include, but not limited to, access to another CE activity at no or reduced cost or a full or partial refund. Each instance will be resolved on a case-by-case situation.