MINUTES (DRAFT) Refrigeration Committee (REF) - ashrae
MINUTES (DRAFT) Refrigeration Committee (REF) - ashrae
MINUTES (DRAFT) Refrigeration Committee (REF) - ashrae
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
<strong>MINUTES</strong> (<strong>DRAFT</strong>)<br />
<strong>Refrigeration</strong> <strong>Committee</strong> (<strong>REF</strong>)<br />
January 22, 2012<br />
The Palmer House Hotel<br />
Chicago, IL<br />
NOTE: These <strong>DRAFT</strong> minutes have not been approved and are not the official record until approved by this committee<br />
Members Present:<br />
Doug Scott, Chair<br />
Cesar Lim, Vice Chair<br />
Kent Anderson, Consultant<br />
Pradeep Bansal<br />
Jeff Berge<br />
Marc Chasserot<br />
David Hinde<br />
Todd Jekel<br />
Dan Manole<br />
Ross Montgomery, CO<br />
Andy Pearson<br />
Richard Royal<br />
Christopher Seeton<br />
Don Siller, Consultant<br />
Members Not Present:<br />
Chuck Gulledge, BOD Ex-O<br />
Ted Hansen<br />
Visitors:<br />
Bruce Badger<br />
Brian Becker<br />
Dimitrios Charalambopoulos<br />
Don Cleland<br />
Ioanna Deligkiozi<br />
John Dieckman<br />
Brian Fricke<br />
Cynthia Gage<br />
Bruce Griffith<br />
Timothy Gwyn<br />
Danny Halel<br />
Bill Harrison<br />
Georgi Kazachki<br />
Amey Majgaonkar<br />
Corey Metzger<br />
Chun-Cheng Piao<br />
Dan Pettway<br />
Doug Reindl<br />
John Sluga<br />
Eric Smith<br />
Tom Watson<br />
Tom Werkema<br />
Tom Wolgamot<br />
David Wylie<br />
Jing Zheng<br />
ASHRAE Staff:<br />
Steve Hammerling, AMORTS
Table of Contents<br />
Motions Passed……………………………………………..……………………..…………………. iii<br />
Action Items …………………………………………………………………..………………….……iii<br />
List of Attachments ………………………………………….…………….…………………………iii<br />
List of Acronyms………………………………………………………………………………….….iv<br />
1. Call to Order & Introductions…………………………..………………………………….…..…1<br />
2. Approval of Minutes ……………………………………………………………………..……..…1<br />
3. Review of Agenda Meeting ………………………………………………………………..….…1<br />
4. Chair’s Report …………………………………………………………………………………..…1<br />
5. Vice-Chair’s Report………………………………………………………………………………1<br />
6. Other Reports …………………………………………….…………………………………….…1<br />
6.1 BOD Ex-O/CO Report……………………………………………………………………………2<br />
6.2 CTTC Liaison Report…………………………………………………………………………… 2<br />
6.3 Global Refrigerants Topics…………………………………………………………………..… 2<br />
6.4 Consultant Report………………………………………………………………………………. 2<br />
6.5 <strong>Refrigeration</strong> Commissioning Special Project……………………………………………… 3<br />
6.6 Refrigerant Management Ad Hoc…………………………………………………………..… 3<br />
6.7 Refrigerants & their Responsible Use PD…………………………………………………… 3<br />
6.8 Other…………………………………………………………………………………………..….. 3<br />
7. 2011-12 MBOs………...…………………………………………………………………………...4<br />
8. Awards……………………………………………………………………………………………....5<br />
9. 2012-13 MBOs………. …………………………………………………………………………....5<br />
10. Unfinished Business………………………………………………………………………….....5<br />
11. New Business………………………………………………………………………………..….5<br />
12. Adjournment……………………………………………………………………………………...5<br />
ii
MOTIONS PASSED<br />
No. Motion<br />
the minutes from the <strong>REF</strong> Annual Meeting in Montreal be approved.<br />
1<br />
2<br />
3<br />
the Special Projects Subcommittee approve the proposed ASHRAE special project for a<br />
‘<strong>Refrigeration</strong> Commissioning Design Guide’.<br />
<strong>REF</strong> request to TC 4.3 that the final report to RP1448 be reviewed by <strong>REF</strong> before TC<br />
approval.<br />
ACTION ITEMS<br />
No. Responsibility Action Item<br />
1 Royal, Lim Work to organize possible <strong>Refrigeration</strong> Reception for Dallas<br />
2<br />
3<br />
4<br />
5<br />
meeting (Winter 2013)<br />
Lim, Scott, Staff Review MOP, Reference Manual to define and list <strong>REF</strong><br />
subcommittees, roles and responsibilities.<br />
Scott, Siller, Anderson Consider drafting a strategic goal related to refrigeration for<br />
incorporation into ASHRAE Strategic Plan<br />
Siller Develop list of refrigeration related CTTC resources to summarize<br />
what is complete and available and what tasks they need assistance<br />
from <strong>REF</strong><br />
Staff Send UNEP and TRP-1634 presentations to <strong>REF</strong> and interested<br />
parties.<br />
6 Staff Send final report of Refrigerant Management Plan Ad Hoc to <strong>REF</strong><br />
and interested parties when approved by Technology Council.<br />
7 Seeton Attend TC 4.3 meeting to communicate <strong>REF</strong> issues with draft final<br />
report to RP-1448<br />
8 Staff Email Vaughn, TC 4.3 chair, and RP-1448 PMS chair to request<br />
<strong>REF</strong> review of draft final report before they consider approval.<br />
9 Royal Develop orientation materials, summary document and list of<br />
contacts for refrigeration tours to post on <strong>REF</strong> webpage.<br />
10 Pearson/Scott Organize conference call to follow up on refrigeration survey<br />
proposals<br />
LIST OF ATTACHMENTS<br />
No. Attachment<br />
1 ASHRAE Strategic Plan<br />
2 PEAC update<br />
3 Global Refrigerants Topics<br />
4 UNEP 1634 presentation<br />
5 <strong>Refrigeration</strong> Commissioning Design Guide - Special Project Submission<br />
6 <strong>Refrigeration</strong> Management Plan Ad Hoc final report<br />
7 2011-12 MBOs<br />
8 Refrigerant Survey presentation<br />
iii
LIST OF ACRONYMS<br />
AMORTS Assistant Manager of Research and Technical Services<br />
BOD Board of Directors<br />
CNV Chair Not Voting<br />
CO Coordinating Officer<br />
CTTC Chapter Technology Transfer <strong>Committee</strong><br />
EX-O Ex-Officio<br />
H&A Honors and Awards <strong>Committee</strong><br />
IIAR International Institute of Ammonia <strong>Refrigeration</strong><br />
MOP Manual of Procedures<br />
NIST National Institute of Standards and Technology<br />
PAOE Presidential Award of Excellence<br />
PD Position Document<br />
PEAC President Elect Advisory <strong>Committee</strong><br />
PES Project Evaluation Subcommittee<br />
<strong>REF</strong> <strong>Refrigeration</strong> <strong>Committee</strong><br />
ROB Rules of the Board<br />
RP Research Project<br />
SAC Student Activities <strong>Committee</strong><br />
TC Technical <strong>Committee</strong><br />
TRP Tentative Research Project<br />
UNEP United Nations Environment Programme<br />
YEA Young Engineers in ASHRAE<br />
iv
1. CALL TO ORDER & INTRODUCTIONS<br />
Chair Doug Scott called the meeting to order at 8:00 AM and welcomed all in attendance.<br />
2. APPROVAL OF <strong>MINUTES</strong><br />
It was moved (PB) and seconded (CL) that,<br />
(1) the minutes from the <strong>REF</strong> Annual Meeting in Montreal be approved.<br />
MOTION (1) PASSED: 10-0-0, CNV<br />
3. REVIEW OF AGENDA<br />
Scott referred to agenda sent prior to meeting noting he’d try to accommodate schedules as<br />
the meeting moved along. Reindl asked to discuss Research Project (RP)-1448 when most<br />
appropriate.<br />
4. CHAIR’S REPORT<br />
Motions from Past Meetings Requiring Higher Body Approval<br />
� Montreal #2 to allow <strong>REF</strong> to review draft final report of the Refrigerant Management Plan<br />
ad hoc before Technology Council considered approval was approved. <strong>REF</strong> discussed<br />
the report via conference call an offered guidance to the ad hoc which was since<br />
considered and included in report.<br />
� Montreal #4 to approve changes to <strong>REF</strong> MOP was approved by Technology Council<br />
� No motions from Aug. 29 th conference call.<br />
Scott reported that he spoke with ASHRAE meetings department on reinstituting a<br />
refrigeration reception. This reception was similar to the Welcome Party but was<br />
discontinued for fiscal reasons. The cost in Chicago would’ve been $200/person. <strong>REF</strong><br />
needs to plan 1+ years in advance so <strong>REF</strong> could work towards a reception in Dallas. Gage<br />
suggested this reception could be a good recruiting tool for TC’s and for Young Engineers in<br />
ASHRAE (YEA) members. Funding from Technology Council may be more readily available<br />
now and commercial sponsorship may be an option worth pursuing. Royal and Lim agreed<br />
to pursue effort for <strong>Refrigeration</strong> reception for Dallas (Action Item 1).<br />
5. VICE-CHAIR’S REPORT<br />
Fiscal Report<br />
Lim reported there was a deficit for <strong>REF</strong> primarily due to committee travel. Draft budget for<br />
next year increases to cover this. No other issues to report.<br />
Rules of the Board (ROB) and Manual of Procedures (MOP)<br />
No changes were made to the <strong>REF</strong> ROB. The updated MOP is posted at<br />
www.<strong>ashrae</strong>.org/society-groups/committees/refrigeration-committee.<br />
Lim agreed to review the latest MOP and develop a list of subcommittees with associated<br />
tasks and responsibilities. Lim will lead effort with help from staff and past <strong>REF</strong> chairs<br />
(Action Item 2).<br />
Reference Manual<br />
The <strong>REF</strong> reference manual was updated in June. <strong>REF</strong> may wish to review again once MOP<br />
changes discussed earlier are made.<br />
1
6. OTHER REPORTS<br />
6.1 BOD EX-O/CO Report<br />
Montgomery thanked <strong>REF</strong> members for their time and efforts over the last few months. He<br />
referred to a Technology Council Management by Objective (MBO) to work with <strong>REF</strong> to<br />
increase activities and presence in refrigeration and refrigerant activities. Montgomery asked<br />
<strong>REF</strong> what help they may need to accomplish this objective and expand their role in<br />
ASHRAE. Montgomery continued to encourage <strong>REF</strong> to consider a strategic goal related to<br />
refrigeration for incorporation into ASHRAE Strategic Plan (Attachment 1). Scott, Siller,<br />
Anderson would continue to look into drafting a refrigeration related goal (Action Item 3).<br />
Werkema gave a presentation developed for Presidential Elect Advisory <strong>Committee</strong> (PEAC)<br />
(Attachment 2) on the state of the society, highlighting recent achievements and strategies.<br />
6.2 Chapter Technology Transfer <strong>Committee</strong> (CTTC) Liaison Report<br />
Siller met with CTTC Friday as consultant for <strong>REF</strong>. Siller and CTTC chair Metzger<br />
highlighted a few of the major refrigeration related issues:<br />
� New R in ASHRAE award developed last year. Points are expansion of Presidential Award<br />
of Excellence (PAOE) points. Will be presented to Honors and Awards (H&A) committee<br />
at this meeting as Society level award.<br />
� Some comments on the difficulty relating to refrigeration program here in Chicago as<br />
many were on high-tech issues or on refrigerants. More attendees would benefit from<br />
more basic or prepackaged programs.<br />
� Much interest on CTTC in the Tentative Research Project (TRP)-1634 guide, Refrigerants<br />
Position Document (PD), and ASHRAE/NIST Refrigerants Conference.<br />
� There is a need to emphasize posting <strong>REF</strong> activities on <strong>REF</strong> webpage,<br />
www.<strong>ashrae</strong>.org/society-groups/committees/refrigeration-committee.<br />
� CTTC is still looking to receive information from <strong>REF</strong> on hosting a successful refrigeration<br />
related chapter meeting. Lim and Siller had helped to start this effort with a two pager of<br />
tips but something more comprehensive can be completed and posted.<br />
� Siller noted there is currently one vacancy in the distinguished lecturer program<br />
Siller was asked to develop a list of refrigeration related CTTC resources to summarize what<br />
is complete and available and on what tasks they need assistance from <strong>REF</strong> (Action Item<br />
4).<br />
6.3 Global Refrigerants Topics<br />
Werkema made a presentation on Global Refrigerants Topics (Attachment 3) focusing on<br />
various worldwide climate change initiatives and related activities.<br />
6.4 Consultant Report (Anderson)<br />
Anderson report that TRP-1634, Guide for Sustainable Refrigerated Facilities and<br />
<strong>Refrigeration</strong> Systems, was released for bid in fall. Three bids were received and considered<br />
by project evaluation subcommittee (PES) but no bidder selected at this time. The PES will<br />
prepare follow up questions for bidders to address for re-evaluation. UNEP is a potential cofunder<br />
and has placed the project on their agenda for a funding decision in April 2012.<br />
Werkema gave a brief presentation related to UNEP and the proposed TRP-1634<br />
(Attachment 4).<br />
2
Staff was asked to send UNEP and TRP-1634 presentation to all in attendance (Action<br />
Item 5).<br />
Planning continues for the ASHRAE/NIST Refrigerants Conference. The conference is<br />
planned for October 29-30, 2012 at NIST headquarters in Gaithersburg, Maryland.<br />
6.5 <strong>Refrigeration</strong> Commissioning Special Project<br />
It is moved (CS) and seconded (RR) that,<br />
2. <strong>REF</strong> recommends the Special Projects Subcommittee approve the proposed ASHRAE<br />
special project for a ‘<strong>Refrigeration</strong> Commissioning Design Guide’.<br />
BACKGROUND: The special project submittal form is included as Attachment 5.<br />
MOTION (2) PASSED: 10-0-0, CNV<br />
Royal noted that Wal-Mart is doing some work that may be supportive to this effort. Royal<br />
agreed to chair the Special Project committee. Technical <strong>Committee</strong>s (TC) 10.1, 10.5, and<br />
10.7 have reviewed this proposal and support this effort.<br />
Smith noted the IIAR is publishing a commissioning standard for ammonia systems that may<br />
be a resource to this Special Project committee as well.<br />
6.6 Refrigerant Management Ad Hoc<br />
Scott summarized the <strong>REF</strong> conference call last fall and subsequent discussions. A draft of<br />
the report (Attachment 6) will be submitted to Technology Council at this meeting. Staff<br />
agreed to send final report of Refrigerant Management Ad Hoc to <strong>REF</strong> when approved by<br />
Technology Council (Action Item 6).<br />
6.7 Refrigerants and their Responsible Use PD<br />
Gage and Pearson noted the Refrigerants and their Responsible Use PD was approved by<br />
the PD committee. It will be considered for approval by Technology Council and the BOD at<br />
this meeting.<br />
6.8 Other<br />
Reindl discussed a draft final report on RP-1448, Ventilation Requirements for Refrigerating<br />
Machinery Rooms. This is a TC 4.3 project which looks to evaluate the basis for the<br />
ventilation equation in ASHRAE Standard 15 and drafts a change request to Standard 15.<br />
Reindl summarized what he noted were flaws in the report. The project monitoring<br />
subcommittee (PMS) and TC meet Tuesday to review and possible approve report. Reindl<br />
wishes <strong>REF</strong> to review and comment to make changes before this report is published and<br />
made available for reference and download.<br />
It is moved (CS) and seconded (RR) that,<br />
3. <strong>REF</strong> request to TC 4.3 that the final report to RP1448 be reviewed by <strong>REF</strong> before TC<br />
approval.<br />
BACKGROUND: <strong>REF</strong> discussed the draft final report and has concerns with various<br />
methods and conclusions. <strong>REF</strong> wishes to review and provide comments to TC by February<br />
7 th .<br />
3
MOTION (3) PASSED: 10-0-0, CNV<br />
Reindl and Seeton agreed to attend TC 4.3 meeting to voice these concerns (Action Item<br />
7). Staff would email Mike Vaughn, TC 4.3 chair, and RP-1448 PMS chair to request <strong>REF</strong><br />
review of draft final report before they consider approval (Action Item 8).<br />
7. 2011-12 MBOs<br />
Scott will present status report on MBOs (Attachment 7) to the Operations Subcommittee of<br />
Technology Council.<br />
Royal noted he made some contacts to look into tours of Wal-Mart facilities for chapter tours.<br />
A list of contacts with a list of facilities that could be toured could be made available to<br />
chapters. Jekel suggested a script, possible photos, or other orientation materials to tour<br />
attendees ahead of time to get them up to speed to better participate on tour. Royal agreed to<br />
draft these tour orientation materials as well as a list for the ASHRAE website with points of<br />
contact for various facilities (Action Item 9).<br />
Jekel noted he had a draft of write-up on refrigeration as a career but noted a review and<br />
enhancement by a professor or someone that works with students is warranted. Gage<br />
suggested approaching YEA to see if we can give them the presentation to distribute or post<br />
on student page. Local refrigeration members may be able to give presentation at chapter<br />
meetings. This presentation could target high school students also and focus on the<br />
environmental issues.<br />
Berge reported on discussions related to a refrigeration element to the Student Design<br />
Competition. The idea is for the winner to turn design into a project to actually build. There<br />
may be a $5k grant available for this. Berge will continue to work with Student Activities<br />
<strong>Committee</strong> (SAC) on the matter. Gage asked how <strong>REF</strong> stay involved with the award<br />
suggesting <strong>REF</strong> may want to invite winners to <strong>REF</strong> meeting to discuss their project.<br />
<strong>Refrigeration</strong> Survey<br />
<strong>REF</strong> conducted a survey of ASHRAE membership to gain feedback on how/if ASHRAE<br />
refrigeration products and services meet their professional needs. Survey collects 500+<br />
responses. <strong>REF</strong> held a conference call in September to help think about actions going<br />
forward. Pearson presented a summary of responses and gap analysis (Attachment 8) to<br />
determine additional refrigeration products and services needed by ASHRAE members.<br />
Highlights from the presentation include the following potential proposals:<br />
• Collate a <strong>REF</strong> seminar DVD from previous meetings<br />
• Run a <strong>REF</strong> basics seminar<br />
– Once?<br />
– Once a year?<br />
– More often?<br />
• Sponsored DVD<br />
• Teaching webinars on /refrigeration page<br />
• Handbook update – long term plan<br />
• Joint publication with other organisations<br />
• Co-membership<br />
• Current list of refrigeration speakers<br />
4
Pearson/Scott would organize conference calls to follow up on these proposals (Action Item<br />
10).<br />
8. AWARDS<br />
George Briley Award Presentation<br />
The 4 th annual George C. Briley Award for the best refrigeration-related article published in<br />
the ASHRAE Journal was presented to Mr. Amey Majgaonkar at the <strong>Refrigeration</strong><br />
<strong>Committee</strong> meeting for his article ‘Controlling Corrosion in Marine <strong>Refrigeration</strong> Systems’.<br />
Milt Garland & Comfort Cooling Awards<br />
Nominations for the Milt Garland and Comfort Cooling Awards are due May 1. Staff reported<br />
a notice was published in Insights and the E-Newsletter. One nomination for the Milt Garland<br />
Award has been received already.<br />
9. 2012-13 MBOs<br />
Lim has drafted MBOs for 2012-13 Society Year. He will send draft to <strong>REF</strong> for review and<br />
comment before finalizing for Annual Meeting.<br />
10. UNFINISHED BUSINESS<br />
(none)<br />
11. NEW BUSINESS<br />
The next <strong>REF</strong> meeting will be the ASHRAE Annual meeting in San Antonio, Texas on<br />
Sunday June 24, 2012. Staff will help to schedule interim conference calls targeted for April<br />
6 and May 25 th .<br />
12. ADJOURNMENT<br />
Scott thanked all for their attendance today and for their participation throughout the year.<br />
The <strong>Refrigeration</strong> <strong>Committee</strong> meeting was adjourned at approximately 12:05 PM.<br />
5
<strong>REF</strong> Minutes 12.W – Attachment 1<br />
ASHRAE Strategic Plan<br />
Approved by Board of Directors March 20, 2006<br />
Edited April 3, 2006<br />
Strategies numbered June 25, 2006<br />
Strategies in Direction 4 amended June 24, 2007<br />
Directions, Rationale and Strategies amended June 26, 2011
Direction 1<br />
Direction 1 ASHRAE will be a leader in advancing sustainable design, construction, and operations for<br />
new and existing built environments.<br />
Rationale<br />
1. Building sustainability effort is critical to our global environment and society.<br />
2. Leading the building sustainability effort is both competitively essential for ASHRAE members<br />
and will motivate the next generation of leaders in the field.<br />
3. ASHRAE and its membership have unique building performance expertise that sets them apart<br />
from others.<br />
4. The focus on energy efficient buildings continues to increase as energy costs rise, fossil fuel<br />
sources are depleted, and environmental impacts increase.<br />
5. In general, building operation and maintenance account for 60-80% of total cost of ownership,<br />
and building performance typically decreases after the first year of operation.<br />
6. Tools are needed to help owners operate and renew buildings in a sustainable manner thereby<br />
reducing their impact on the environment.<br />
Strategies<br />
1.1 Working with others, lead the development of integrated design, construction, and operations and<br />
maintenance guidance that includes improved energy efficiency, indoor environmental quality,<br />
water use reduction, and other key parameters for high performing and sustainable buildings.<br />
1.2 Lead and influence research, publications, education and certification for systems and equipment to<br />
be used in high-performing buildings.<br />
1.3 Develop metrics and rating systems to certify performance of buildings for improved energy and<br />
water efficiency, indoor environmental quality and other key parameters.<br />
1.4 Promote the use of life-cycle-cost analysis to encourage sustainable building construction,<br />
operation, and renewal.<br />
1.5 Lead the development and implementation of advanced operations for buildings which should<br />
include designing for maintainability (including building control systems) training, guidance, and<br />
tools for building operators.<br />
1.6 Streamline internal processes to accelerate effective technology transfer.<br />
1.7 Promote improved refrigeration system design, construction and operating efficiency.<br />
<strong>REF</strong> Minutes 12.W – Attachment 1<br />
1.8 Accelerate the use of state-of-the-art working fluid technologies to reduce environmental<br />
impacts.
Direction 2<br />
Direction 2 ASHRAE will be a world class provider of education and certification programs.<br />
Rationale<br />
1. Education is an ongoing need of ASHRAE members and the industry and provides an opportunity for<br />
membership growth.<br />
2. Membership and industry surveys show that there is a demand for ASHRAE certification programs.<br />
3. ASHRAE has the expertise and the credibility to design and deliver education and certification<br />
programs.<br />
4. Rapidly changing technology and issues such as sustainability, energy cost, and indoor<br />
environmental quality and security have created heightened expectations for timely delivery of diverse<br />
education content for life-long learning.<br />
Strategies<br />
2.1 Provide accessible on-demand education and distance learning to members and other<br />
customers.<br />
2.2 Expand ASHRAE’s education and certification delivery infrastructure and make it self-supporting.<br />
2.3 Develop a marketing strategy for certification programs within the building and energy systems<br />
industry.<br />
2.4 Create educational and train-the-trainer programs that can be offered by ASHRAE chapters.<br />
2.5 Partner with organizations around the world that have expertise in the development and delivery<br />
of education and certification programs.<br />
2.6 Promote the ASHRAE Learning Institute brand and the value of life-long learning.<br />
<strong>REF</strong> Minutes 12.W – Attachment 1<br />
2.7 Develop programs about career opportunities and work with other interested organizations that<br />
sponsor or support K-12 programs to promote career fields in our industry.<br />
2.8 Develop and promote educational programs and materials that support documents produced<br />
through ASHRAE's Standards Development and Special Publications process.<br />
2.9 Develop and encourage the use of ASHRAE documents in curricula on sustainable building and<br />
energy systems used by universities and technical schools.
Direction 3<br />
Direction 3 ASHRAE will position itself as an essential resource for optimizing the performance of<br />
building and energy systems throughout their life cycles.<br />
Rationale<br />
1. Public interest in HVAC&R related issues is growing and ASHRAE has the technical knowledge<br />
to meet this need.<br />
2. Policy makers and other stakeholders need to be aware of ASHRAE’s expertise.<br />
3. Increasing competition requires ASHRAE to distinguish itself as the leader in the field. ASHRAE<br />
needs to be recognized as the building and energy systems design and performance experts.<br />
4. The utilization of ASHRAE’s knowledge base can directly lead to gains in worker productivity and<br />
efficiency of industrial processes.<br />
5. Appropriate commissioning through the life cycle of a building promotes optimum performance.<br />
Strategies<br />
3.1 Aggressively market ASHRAE to enhance its image with the industry, policy makers, and other<br />
stakeholders through advocacy, public relations, association relations and dissemination of its<br />
products and services.<br />
3.2 Expand ASHRAE’s marketing focus to target all stakeholders in building and energy systems<br />
design and operation such as contractors, building owners, and architects.<br />
3.3 Make ASHRAE’s products and services useful, desirable, and accessible to both existing and<br />
prospective customers by strengthening and adding focus to the ASHRAE brand as a key<br />
resource.<br />
3.4 Provide tools to enable chapters to become a local focus for education and community outreach.<br />
3.5 Help ASHRAE regions and chapters provide appropriate and timely information to state and local<br />
government bodies.<br />
3.6 Establish and maintain effective relations with key government agencies so that ASHRAE is<br />
recognized as a resource for regulatory and legislative development and for program<br />
implementation.<br />
3.7 Conduct periodic market research and environmental scans to understand and act upon the<br />
needs of current and prospective members.<br />
3.8 Target selected industry media to present ASHRAE and its activities.<br />
<strong>REF</strong> Minutes 12.W – Attachment 1<br />
3.9 Promote availability of appropriate products and services to markets outside the ASHRAE<br />
membership.
Direction 4<br />
Direction 4 ASHRAE will be a global leader in the building and energy system community.<br />
Rationale<br />
1. The world has evolved from independent national economies to an interdependent global economy.<br />
2. Markets in developing countries present significant growth opportunities.<br />
3. Technology developed outside North America can enhance ASHRAE’s knowledge base.<br />
Strategies<br />
4.1 While ASHRAE’s chapter and regional structure shall be the backbone of ASHRAE’s structure<br />
globally, it shall be flexibly applied to serve our membership.<br />
4.2 ASHRAE will cooperate with organizations with shared objectives and will work to strengthen the<br />
ASHRAE Associate Society Alliance.<br />
4.3 Meetings, conferences and expositions should be held in locations that best support our<br />
members globally.<br />
4.4 The cost of membership will be balanced with the cost of providing benefits and services in<br />
different geographic regions to include adding alternatives that help increase membership<br />
globally.<br />
4.5 Publications and educational products will be priced so they are within reach of ASHRAE’s global<br />
membership but will not be priced at less than the cost of providing them.<br />
4.6 ASHRAE will develop its expertise in building and energy system technologies to embrace whole<br />
building sustainable design and be one of the most valuable resources for related publications<br />
and educational products.<br />
4.7 ASHRAE will encourage use, adaptation, and/or translation of its products in additional<br />
languages.<br />
4.8 Volunteer participation obstacles will be addressed through meeting planning and organization<br />
that is sensitive to global participation and incorporates electronic communication technologies.<br />
4.9 ASHRAE will actively support and participate in international standards development activities<br />
and will promote adoption of ASHRAE standards, or portions of standards, in standards to be<br />
used outside of North America.<br />
4.10 ASHRAE will protect its intellectual property rights.<br />
4.11 ASHRAE will provide enhanced staff support outside of North America.<br />
4.12 ASHRAE will align its business practices to better serve members globally.<br />
<strong>REF</strong> Minutes 12.W – Attachment 1<br />
4.13 The ASHRAE brand will be strengthened to reflect a global strategy that serves the needs of all<br />
members.
ASHRAE Update<br />
brought to you by PEAC<br />
Commercial Building Standards<br />
Standard 90.1-2010, Energy Standard for<br />
Buildings Except Low-Rise Residential<br />
Buildings<br />
– Recently established by U.S. Department of<br />
Energy (DOE) as the commercial building<br />
reference standard for state building energy<br />
codes.<br />
– States must certify compliance by October<br />
2013<br />
– DOE determined 18.5% less building energy<br />
use than 2007 standard<br />
– PNNL confirmed 30% less building energy use<br />
than 2004 standard<br />
Commercial/Residential<br />
Building Standards<br />
The High Performance Building Standard –<br />
189.1<br />
– 2011 standard now available<br />
ASHRAE/IES Standard 100, Energy<br />
Conservation in Existing Buildings<br />
– First publication public review could be<br />
approved in Chicago<br />
<strong>REF</strong> Minutes 12.W – Attachment 2<br />
Presidential Member Lynn G. Bellenger<br />
Lynn G. Bellenger Memorial Fund<br />
www.<strong>ashrae</strong>.org/bellenger<br />
Commercial Building Standards<br />
Standard 90.1-2013, Energy Standard for<br />
Buildings Except Low-Rise Residential<br />
Buildings<br />
– Goal 50 percent less building energy use over<br />
2004 standard<br />
– 15+ face-to-face meetings; 90+ conference<br />
calls<br />
– 40 addenda in various stages of approval;<br />
possibly 50 more to be proposed<br />
Residential Energy Standard<br />
• Draft goals being considered for ASHRAE/IES<br />
Standard 90.2, Energy-Efficient Design of Low-<br />
Rise Residential Buildings<br />
– 30% more energy efficient than the 2004 version of<br />
90.2 and IECC 2006<br />
– Technology Council appointed a Standard Advisory Panel<br />
to position 90.2 as a leadership standard<br />
– Requirements achievable to meet and enforce<br />
– To include both a prescriptive and a performance path<br />
• DOE has increased its support by means of staff<br />
and national lab analysis
What’s Your Building EQ?<br />
• As Designed Pilot launched<br />
in March 2011; pilot<br />
addresses office buildings<br />
only<br />
• Anticipated program launch<br />
in early 2012<br />
• Research project to expand<br />
building types to be rated<br />
has been proposed<br />
• BEAP and BEMP<br />
certifications now available<br />
www.buildingeq.org<br />
Technology Council<br />
• Developing Position Documents<br />
– Unvented Combustion Appliances and IAQ<br />
– Professional Aspects of Building Commissioning<br />
– Refrigerants and Their Responsible Use<br />
– Limiting Indoor Mold Growth and Managing Moisture in<br />
Building Systems<br />
– Building Safety and Security<br />
• U.S. refrigeration management plan being drafted<br />
• <strong>Refrigeration</strong> <strong>Committee</strong> compiling survey results<br />
from 500 members on products and services<br />
• Standards <strong>Committee</strong> – 62 public review drafts,<br />
106 comments received, revised online comment<br />
database complete<br />
RP Campaign<br />
Join in the success!<br />
7,000+ members support RP …<br />
Do you?<br />
<strong>REF</strong> Minutes 12.W – Attachment 2<br />
Advanced Energy Design Guides<br />
• Circulation of 30 and 50%<br />
Advanced Energy Design<br />
Guidance series is 356,000+<br />
• Available for free download<br />
• 50% K-12 School Buildings<br />
and Existing Buildings now<br />
available<br />
• Guides on 50% Mid-Big Box<br />
Retail and Hospitals<br />
buildings available in<br />
January<br />
Members Council<br />
• Record number of Technology Award submissions<br />
–37<br />
• Proposing regional members as Members Council<br />
voting members vs. director and regional chairs<br />
• Reviewed and took action on 43 Fall Chapters<br />
Regional Conference motions<br />
• Chartered the Dominican Republic Section in El<br />
Vergel, Santo Domingo, and the Tri-Cities Section<br />
in Kingsport, Tenn.<br />
• Approved name changes for<br />
– South India Chapter to Bangalore Chapter<br />
– Hyderabad Chapter to Deccan Chapter<br />
Publishing/Education Council<br />
• COMNET recognizes the Building Energy Modeling<br />
Professional (BEMP) certification program as<br />
identifying qualified energy modelers (vs. creating<br />
its own energy modeling certification program to<br />
test individuals’ ability to use COMNET software)<br />
– Commercial Energy gy Services Network ( (COMNET) ) extends<br />
and supports existing systems for assessing and rating<br />
the energy efficiency of commercial and multifamily<br />
buildings in the United States.<br />
• Thermal Comfort Tool, Version 2, predicts thermal<br />
comfort based on Standard 55-2010; allows users<br />
to fine tune comfort analysis to needs of<br />
occupants<br />
• Special certification exam administrations<br />
provided in Italy, Brazil and Argentina
Government Affairs<br />
• Washington office now staffed with state<br />
and local government affairs manager<br />
• Canadian members working to incorporate<br />
ASHRAE standards in Canadian Building<br />
Code and a d model ode National at o a Energy e gy Code<br />
• Recent issues:<br />
–CBECS funding<br />
– Energy bills<br />
Join Us<br />
• High Performance Buildings Conference, March 12-13,<br />
2012, San Diego, Calif. Also offered is ALI course,<br />
Implementing Standard 189.1, all-day seminar March<br />
11<br />
• Building Systems and Services for the 21 st Century,<br />
CIBSE/ASHRAE, April 18-19, 2012, London<br />
• Energy Modeling Conference: Tools for Designing High<br />
Performance Buildings, Oct. 1-3, 2012, Atlanta<br />
• ASHRAE/NIST Refrigerants Conference, Oct. 29-30,<br />
2012, Gaithersburg, Md.<br />
• Seventh International HVAC Cold Climate Design<br />
Conference, Nov. 12-14, 2012, Calgary, Alberta,<br />
Canada<br />
• IAQ 2013, fall 2013, Vancouver, British Columbia,<br />
Canada<br />
Breakdown of Brand<br />
Evolvement<br />
• Updated Logo—visual acknowledgement<br />
of expansion of ASHRAE expertise<br />
• New Tagline—indicates ASHRAE’s<br />
promise to the industry and the future<br />
• Departure from use of full name—alludes<br />
to ASHRAE’s growing global presence<br />
Finances and Membership<br />
• 2010-2011 budget surplus of almost<br />
$800,000<br />
• Projected 2011-12 outlook –$150,000<br />
• Membership stable with 53,000+<br />
members<br />
• 2011-12 is the largest total revenue<br />
budget in ASHRAE history<br />
• AHR Expo 2012 is largest in history<br />
A Changing Industry<br />
An Expanding Field<br />
An Evolving Environment<br />
• The building industry has experienced rapid change within<br />
the last decade, i.e., increased demand for energy efficient<br />
buildings<br />
• HVAC&R is no longer the niche industry it once was:<br />
– Integrated design examines total building<br />
– Goal of systems y have become more than heating g or<br />
cooling, but conserving energy and promoting<br />
sustainability too<br />
• Focusing solely on HVAC&R in a dynamic green building<br />
industry is no longer practical<br />
• ASHRAE has been expanding its scope to meet needs of<br />
total building for some years now, e.g.:<br />
– Commissioning<br />
– Building automation control<br />
– Indoor environmental quality<br />
– Building energy efficiency<br />
ASHRAE.org<br />
• Better navigation<br />
• Better search<br />
engine<br />
• Better tracking<br />
• All designed to help<br />
you find the<br />
information you<br />
need to support you<br />
whether in your role<br />
in the industry or<br />
ASHRAE<br />
<strong>REF</strong> Minutes 12.W – Attachment 2
<strong>Refrigeration</strong> Com.<br />
Issues Update<br />
January 23, 2012<br />
Tom Werkema<br />
Climate Change - International<br />
� 3 largest GHGs at record levels<br />
� Increasing at ever faster rate<br />
� CO 2 @ 389 PPM<br />
� CH 4 & N 2O also up<br />
� Total increase 29% since 1990<br />
Climate Change – Other Countries<br />
� Australia – new carbon tax<br />
� 18 bills introduced – lower Chamber approved 74-72<br />
� Tax $18A/MT CO2 � HFC-134a ~$32 USD/kg<br />
�� Japan new parliament has not discussed<br />
� Canada – 873 MM T above KP 2,792 MM T<br />
� Europe<br />
� EU Advocate General determines EU ET can include foreign airlines<br />
� 2012 85% free, 15% auction<br />
� 15.5% emissions reduction since 1990; economy grew by 41%<br />
� Emission trading – value below $9/MT CO2e � Peaked at almost $40/MT CO2 � Adding aviation, aluminum, ammonia production<br />
� Adding nitrous oxide, PFCs<br />
Montreal Protocol<br />
HFC Amendment<br />
� Baseline 2005-2008, GWP HFCs plus 85% GWP HCFCs<br />
� Imports/exports banned to non parties of this Amendment<br />
� 20 chemicals including 2 HFOs<br />
� Discussions continue, but decision blocked by China, India, Venezuela,<br />
BBolivia li i<br />
� Approved $400 M new funds for 2012-2014 – lowest in history<br />
Climate Change – International<br />
� Meetings concluded 36 hours late at 6 AM, Dec 11<br />
� Durban Platform – negotiate by 2015, start 2020<br />
� Includes all major emitters (China, India, US, EU)<br />
� Green Climate Fund (empty)<br />
� Climate Technology gy Center – Feb, , 2012 Germany y<br />
� HFC “enabling” Text disappeared during final day<br />
� Second phase Kyoto Protocol starting in 2013<br />
� Until 2017 or 2020<br />
� By May 1, 2012 Developed Parties submit “ambition”<br />
� 11% of total current emissions<br />
� Japan, Russia, Canada will not participate in Second Period<br />
� Leaves EU and EU wanabees, plus maybe New Zealand<br />
� Added nitrogen trifluoride to KP list<br />
US EPA – Major Activity<br />
<strong>REF</strong> Minutes 12.W – Attachment 3<br />
� Power Plants GHG Reduction – (originally nPRM 9/30/11) –<br />
released by White House 12/20/2011<br />
�Oil Refineries – 12/2011 proposal (not!), 11/2012 final<br />
� Delayed y 2011 FC GHG reporting p gfrom<br />
3/30/12 to 9/28/2012<br />
� Cars 62 mpg by 2025, trucks 44 mpg – avg 54.5 mpg<br />
� Credit for MAC revisions or substitution<br />
� SNAP<br />
�Approved three hydrocarbons for appliance, small<br />
refrigeration on 12/20/2011<br />
� 57 grams limit domestic refrigerators, 150 grams retail refrigeration<br />
� Propane, isobutane or R-441A<br />
� Includes conditions to minimize fire risk, inlcuding warning labels<br />
and disposal practices
EPA – HCFC Allowances 2012-2014<br />
HCFC-22 proposed to be allocated as follows<br />
Year – (Metric Tons) 2012 2013 2014<br />
Current Rule 40,700 35,900 31,100<br />
Proposed Max 36,200 31,400 26,300<br />
Proposed Min 25,100 20,800 16,400<br />
-Creates transition to 2015-9 & 14,100 MT HCFC-22<br />
-Comments due Feb 3, 2012; then Final Rule ??<br />
-Changes based on inventory liquidation, large retail food<br />
sector recycling, recovered-recycled amounts<br />
Montreal Protocol Executive <strong>Committee</strong><br />
� Approved ~ 60 developing country HCFC Phase-out Management Plans in<br />
2011<br />
� $326 M approved vs. original $712M request, 349 Projects<br />
� Focus on HCFC-141b phase out first, where its an option<br />
� China HPMP<br />
� DDecision i i to t provide id $265 M ffor projects j t across 7 market k t sectors t<br />
� Phase-down of foams and transition to hydrocarbons and CO 2<br />
� ICR and RAC sectors targeted with legislation and phase-downs<br />
� Mexico HPMP<br />
� Stage 1 Focus 141b foam conversions to cyclopentane and methyl formate<br />
� Possible ban on 141b by 2015<br />
� Brazil HPMP<br />
� Foam 141b targeted; transition to hydrocarbons<br />
� Quotas for import, export, and end of equipment life will be implemented<br />
� India – not approved as yet<br />
Europe<br />
<strong>REF</strong> Minutes 12.W – Attachment 3<br />
� Review of F-gas Regulation 842/2006<br />
�Commission published report end of September w/ options<br />
� Stakeholder consultations thru year end<br />
�Commission �Commission proposal for F Gas Amendment summer 2012<br />
� Submit to Parliament September 2012<br />
�Expected Outcomes<br />
� Revised regulation: implementation 2014/2015<br />
� Further HFC bans<br />
� Foam blowing, domestic refrigeration???<br />
� Possible overall phase-down and quota system, 30% reduction by<br />
2020<br />
� Base year 2005-2007?
65 th ExCom Meeting<br />
Bali, Indonesia<br />
November, 2011<br />
� ASHRAE – Founded in 1894<br />
◦ One of largest non profit Standards Organizations Globally<br />
◦ 52,000 Members<br />
◦ 175 Local Chapters<br />
� Over 20 Local Local Chapters in A5 Countries<br />
� Over 9,000 Members outside NA<br />
� A5 fastest growing presence<br />
◦ 50 Affiliated Technical Societies<br />
◦ 100 Standard writing Technical <strong>Committee</strong>s<br />
� Project Details<br />
◦ Strong need: no comparable Guide exists<br />
◦ Targeted Audiences include:<br />
� Facility owners, operators and servicing technicians<br />
� Contractors Contractors, design engineers and manufacturers<br />
� Policy makers and energy efficiency program designers<br />
� Educators including UNEP training seminars<br />
◦ Initially written in English<br />
◦ Some indication that Partner Societies may also fund and<br />
support UN language translations<br />
� Expected to cost $20,000<br />
� Refrigerated “Cold Chain” focus<br />
◦ Foods-Medicines<br />
◦ Food Processing, Refrigerated Warehousing, Supermarkets<br />
� A5 particular focus<br />
◦ Currently y most use HCFC-22 refrigerated g systems y<br />
� Particularly true for SMEs<br />
◦ Normal life span is 20-30 years for Warehousing<br />
� 10-15 years for Supermarkets<br />
� Proposed Financing<br />
◦ $150,000 from ASHRAE<br />
◦ $250,000 from MLF<br />
◦ $ 75,000 from technical expertise<br />
◦ UNEP support<br />
◦ 24 months th ffor completion l ti<br />
<strong>REF</strong> Minutes 12.W – Attachment 4<br />
� Project Details - Overview<br />
◦ Facility design concepts<br />
◦ Cooling loads<br />
◦ <strong>Refrigeration</strong> system technologies and choices<br />
◦ Equipment q p and control options p<br />
◦ Performance modeling & life-cycle analysis<br />
◦ Each section written from simple, key concepts to more complex<br />
methods and techniques
� Project Details - Benefits<br />
◦ Large energy savings and greenhouse gas reduction<br />
◦ 20-40% energy savings over current practices<br />
◦ Methods to evaluate refrigerant options<br />
◦ Large impact in developing countries<br />
◦ High load intensity – systems operate year round<br />
� Perishable products – must perform at all times<br />
◦ Promote advanced control strategies<br />
◦ Methods for optimized efficiency and performance monitoring<br />
◦ Performance Benchmarking metrics<br />
� Project Details – Content Outline<br />
◦ Refrigerated Facility Design and Cooling Loads<br />
◦ <strong>Refrigeration</strong> System Components and System Design<br />
◦ Controls and Control Strategies<br />
◦ Energy Modeling and Performance Analysis<br />
◦ Commissioning, Operations and Benchmarking<br />
� Project Details - Guide Considerations<br />
◦ Facility orientation, building site use, work flow<br />
◦ Building envelope – insulation, doors<br />
◦ Infiltration management<br />
◦ System design using optimization and system balances<br />
◦ Compressors, condensers, evaporators interactions<br />
◦ Control systems<br />
◦ Energy and on-site resource options<br />
◦ Water re-use and heat recovery<br />
� Project Details - Distribution<br />
◦ UNEP<br />
◦ ASHRAE’s Chapters<br />
◦ ASHRAE’s Associate Society Alliance members<br />
<strong>REF</strong> Minutes 12.W – Attachment 4
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
TO BE CONSIDERED BY SPECIAL PROJECTS SUBCOMMITTEE<br />
NOTE: Please use a separate form for each proposed project.<br />
1. Submitter Submittal Date: December 15, 2011<br />
Name/Affiliation: Jim McClendon, Wal-Mart Stores<br />
Bill Harrison, Trane Arkansas<br />
Doug Scott, VaCom Technologies<br />
Kent Anderson<br />
Contact Information: James.Mcclendon@wal-mart.com<br />
waharrison@trane.com<br />
dscott@vacomtech.com<br />
M_Kent_Anderson@att.net<br />
2. Cognizant / Sponsoring <strong>Committee</strong>(s):<br />
<strong>Refrigeration</strong> <strong>Committee</strong> (Doug Scott, Chair)<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
3. Proposed Project & Scope Overview:<br />
(If project is to develop a publication, include three things that will set this work apart from existing or<br />
competitive publications and how the publication will be useful to the intended audience.)<br />
The proposed project will develop a refrigeration commissioning design guide publication on<br />
commissioning of low and medium temperature refrigeration systems. The intent is to address the<br />
commissioning requirements for these types of systems, which are very different from the commissioning<br />
required HVAC systems, as well as design a modular approach that is consistent with how refrigeration<br />
projects are commonly designed, contracted and implemented.<br />
Thousands of refrigeration systems are installed every year in facilities ranging from convenience stores to<br />
large and sophisticated frozen food distribution centers. Many of these systems are started with a<br />
performance test consisting of “can the system maintain temperature in the case?” <strong>Refrigeration</strong> systems<br />
consume a large amount of energy and poorly commissioned systems use more energy than systems<br />
properly commissioned. No comprehensive commissioning guide for low and medium temperature<br />
refrigeration systems exists. A guide will save energy and protect the quality of food throughout the food<br />
chain served by these systems. The guide will have global reach through ASHRAE’s global membership,<br />
as well as through adoption by many large firms with global presence.<br />
Note: The CIBSE refrigeration commissioning document (CIBSE Commissioning Code R: 2002) was<br />
reviewed and it was determined that it was not a good “starting point” for the proposed effort. The CIBSE<br />
document is quite detailed in terms of start-up procedures, safety and other specific processes, whereas the<br />
publication would focus on the process of commissioning and technical procedures related to performance<br />
and efficiency.<br />
The initial Guide document will cover refrigeration commissioning in general, but will emphasize and give<br />
primary consideration to commercial and light industrial systems (e.g. retail stores, halocarbon warehouse<br />
systems, etc.) Commissioning of heavy industrial process systems, which typically use ammonia and large<br />
Special Project Submittal Form (Updated Aug 2010) Page 1
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
central compressor plants, will be addressed in a subsequent revision, likely in collaboration with other<br />
associations, e.g. IIAR, IARW and RETA.<br />
4. Intended Audience (s):<br />
(If project will result in a publication indicate what industry/specialty it is aimed at and why the why the<br />
audience would want to buy it.)<br />
The intended audience is designers, installers and owners of refrigeration systems, in the US and globally.<br />
5. Expected Project Deliverables:<br />
(Include workshops, seminars, training courses, publications, CDs, or reports. Indicate proposed/expected<br />
format for any published work.)<br />
The expected deliverable is a new publication on commissioning of low and medium commercial<br />
refrigeration systems. Follow-up seminars or workshops could also be a possible, to promote the use of<br />
the publication.<br />
The construction of commercial and industrial refrigeration systems are typically accomplished in a<br />
different manner than for HVAC systems. Only rarely is a traditional design model employed, with an<br />
architect taking responsibility for the owner over the design engineers and with a general contractor<br />
responsible for the refrigeration contractor, along with the other construction trades. More often, the owner<br />
has a prime contract with the refrigeration installer, who may be a design-build contractor supplying the<br />
equipment or may simply be the installer of equipment purchased separately by the owner. The owner<br />
often establishes detailed criteria or even designs the refrigeration systems in-house, or relies on a<br />
manufacturer or OEM (typical in many supermarket chains) or uses a design consultant with refrigeration<br />
specialization. Since much of the commercial refrigeration business is repetitive (e.g. chains), the design<br />
often evolves from one project to the next, following a general criteria or the experience of “what works”.<br />
The <strong>Refrigeration</strong> Commissioning Guide will be designed for modular use; acknowledging the varied<br />
methods of designing and contracting the refrigeration work. The Guide will be usable whether or not<br />
commissioning is incorporated at the outset of the design phase, and will be flexible and easily adopted in<br />
part or in whole, without assuming one contracting method over another. The major stages of<br />
commissioning will be defined such that an owner or contractor can adopt portions of the Guide without<br />
being required to re-design the documentation to allow logical use or achieve continuity.<br />
The proposed stages of the <strong>Refrigeration</strong> Commissioning Guide are:<br />
1. Commissioning during Planning and Design<br />
2. Commissioning during Construction<br />
3. Commissioning during Start-up<br />
4. Commissioning during the First Year<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
There are two major aspects in the Guide, which will have some overlapping considerations but will be<br />
kept separate as much as possible; the commissioning process and the technical procedures used in<br />
commissioning. The process definition will utilize the framework in ASHRAE Guideline 0, with<br />
modifications to accommodate the nature of the refrigeration contracts and implantation (as noted<br />
previously). The Guide is expected to be used frequently by design-build contractors, who would both<br />
manage the process and execute the technical procedures, so the Guide must be designed to accommodate<br />
this “self-managed” method as well as for commissioning performed by an independent third party.<br />
Special Project Submittal Form (Updated Aug 2010) Page 2
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
The <strong>Refrigeration</strong> Commissioning Guide will be designed to allow use by a variety of construction and<br />
contracting arrangements, including:<br />
� Design-build project by a refrigeration contractor<br />
� Owner-designed projects, installed by refrigeration contractor<br />
� Projects designed for owner by a consultant, installed by a refrigeration contractor<br />
The Guide will be developed recognizing the characteristics of the refrigeration equipment and systems<br />
which are different from most HVAC counterparts, such as:<br />
� <strong>Refrigeration</strong> systems are built of components, rather than factory-assembled packages. As such,<br />
each system is unique and performance is greatly affected by component interactions and control<br />
methods. Even in commercial refrigeration for chains, systems vary from site to site. Compressors<br />
and condensers are selected to meet the needs of various loads and application conditions, with<br />
control valves and electronic control systems often selected and applied by a different party from<br />
the provider of the major equipment.<br />
� Two factors, the purchase of equipment from multiple vendors to minimize costs and the common<br />
practice of the owner specifying a control vendor which OEMs and contractors must use, increases<br />
the challenges of integration and can contribute to poor system performance and uncertain<br />
responsibilities.<br />
� Most refrigeration components (unlike HVAC equipment) are not certified to a rating standard and<br />
generally do not even reference a test standard in the equipment catalogs, moreover the applied<br />
conditions may be significantly different that the common available rating standards. Sizing,<br />
design practice and equipment performance expectations are thus subject to significant rules-ofthumb<br />
and experience factors.<br />
� <strong>Refrigeration</strong> must perform (maintain temperatures) at all times vs. air conditioning which may be<br />
designed to meeting temperatures at a certain percentage of hours. Thus safety factors are a<br />
practical necessity, and the amount of safety factor is rarely “tested”.<br />
Stage 1 – Commissioning during Planning and Design<br />
Define methods for working with owner and design team to define owner’s requirements for<br />
commissioning:<br />
� Who will be responsible for the commissioning process and communications<br />
� Which stages does the owner want to include in commissioning<br />
� Who will be involved in commissioning tasks:<br />
o Manage activities<br />
o Establish acceptance, track variances and resolve discrepancies<br />
� Build communications process and milestones into project schedules<br />
Define the high level commissioning scope; the systems, types of measurements and activities to be<br />
included in commissioning, such as:<br />
� Verification of equipment make, model, size, features, accessories, etc.<br />
� Component and equipment performance, including capacity and/or efficiency<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
Special Project Submittal Form (Updated Aug 2010) Page 3
� Overall plant efficiency<br />
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
� Control system functionality and consistency with mechanical equipment and mechanical controls<br />
� System piping integrity, design for low leakage and leak-tightness<br />
Define the depth of specific tests and degrees of measurement expected, along with the necessary points of<br />
measurement, and additional costs of instrumentation, labor and system modifications or accommodations<br />
to allow commissioning.<br />
� System access points for instrumentation (the intent is to define this activity and describe the<br />
process, providing examples if needed, not to list the exact points of access for specific systems)<br />
� Additional temporary or permanent instruments or sensors, based on the desired degree of<br />
performance measurement, which could extend as far as installing power meters and flow meters<br />
� Pressure tests and vacuum test procedures, instrumentation and responsibilities, which may go<br />
beyond the normal construction specifications, or may simply define a witness responsibly.<br />
� Calibration methods and responsibilities.<br />
� Integration of ongoing performance monitoring capabilities.<br />
� Determine if equipment-based or system level automated fault detection and diagnostics (FDD)<br />
will be included in the project and develop/coordinate procedures for enabling and testing.<br />
The Guide will provide maximum flexibility in allowing users to adopt the process and procedures to their<br />
individual needs. The responsibilities in this Stage include informing the owner of the commissioning<br />
options available, along with costs, to assist in determining the depth and extend of commissioning<br />
procedures.<br />
Stage 2 – Commissioning during Construction<br />
The Guide will define the commissioning process during construction, including the necessary areas of<br />
responsibilities, examples or report scope and intervals, and related details. Flowcharts will be included to<br />
explain the responsibilities and communications process.<br />
The following responsibilities will be defined:<br />
� Identify all parties who have roles in meeting the commissioning goals.<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
� Communication with parties on a timely basis as engineers, individual vendors, contractors and<br />
other agents come in and out of the construction process.<br />
� Define the specific activities and technical areas to address and the key junctures or milestones to<br />
employ to avoid being “too late” to include commissioning prerequisites and also to avoid<br />
construction delays (which realistically results in the commissioning goal being bypassed). An<br />
example would be specific plan reviews for points of connection for instrumentation.<br />
� Communication with vendors before equipment arrives on site. Many of the key commissioning<br />
measures may occur at a factory or OEM which may requires that the commissioning<br />
documentation (certification potentially) be provided by the vendor. Verification by the<br />
commissioning agent may take the form of a factory acceptance test or review of documentation.<br />
The Guide will provide examples and a listing of categories which an owner may include in refrigeration<br />
commissioning. <strong>Refrigeration</strong> commissioning may be performed along with other building commissioning<br />
Special Project Submittal Form (Updated Aug 2010) Page 4
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
activities (e.g. HVAC, construction details, electrical panel thermography, etc.). The Guide will not<br />
include these elements but will be designed keeping in mind the flexibility required to be of maximum<br />
value in a variety of implementation scenarios.<br />
Stage 3 – Commissioning at Start-Up<br />
The Guide will define the commissioning process required in addition to normal equipment start-up<br />
procedures in order to achieve and confirm the owners commissioning objectives. The Guide will not<br />
attempt to define how specifically to start a refrigeration system (e.g. refrigerant and oil charging, pulldown<br />
temperatures, safety considerations, etc.), since refrigeration systems are highly varied and individual<br />
manufacturers or OEMs should provide general start-up information. The Guide will refer to other<br />
ASHRAE documents and industry resources related to safety and mechanical refrigeration systems, but<br />
will not reproduce the requirements and procedures related to refrigeration safety systems and related<br />
validation.<br />
Recommended process steps during start-up will be defined with examples, including:<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
� Training, planning and documentation prior to start-up, defining the responsibilities and milestones<br />
affecting all parties involved.<br />
� Provide options for how schedule impacts can be dealt with, in the event the commissioning goals<br />
delay the project schedule, and defining in advance the responsibility for resolution and choices.<br />
� Examples of how individual equipment and overall system performance can be measured and<br />
validated, with varying levels of cost, instrumentation and precision.<br />
Commissioning at start-up includes management of metering and instrumentation, either permanent or<br />
temporary, along with collection of data, which may be manual or electronic. In most instances a control<br />
system will be part of the refrigeration system and can be utilized as part of the commissioning technical<br />
procedures.<br />
Calibration of sensors and instruments is fundamentally important and will be described, separate from<br />
individual technical procedures. There is limited calibration of sensors and transducers in either<br />
commercial or industrial refrigeration systems, due to the large number of sensors and low cost type of<br />
sensors and control systems employed, and even the term “calibration” is generally misused in the industry.<br />
Since accurate control is a necessary to achieve expected performance and efficiency, this is an important<br />
area that will receive detailed industry-specific investigation and recommendations as part of the<br />
<strong>Refrigeration</strong> Commissioning Guide. To be effective, commissioning may require changes in the way<br />
sensors and calibration methods are viewed (and may have cost impacts).<br />
Commissioning at start-up will include discussion of how to adjust commissioning methods based on the<br />
weather at time of start-up, since refrigeration is highly affected by weather, both in terms of load and heat<br />
rejection performance. Methods to apply artificial load (if feasible) or artificially reduce load and to<br />
change control settings to test control response more realistically will be discussed generally, as well as<br />
defined in technical procedures.<br />
Technical procedures will be provided for the most common and fundamental equipment, system<br />
configurations and control features, particularly those that are commonly employed in new construction<br />
and new codes. However, the Guide will not provide a comprehensive set of procedures or attempt to be<br />
accurate for all users or system designs, and will avoid the effect of dictating system design or best<br />
practices by way of too-detailed commissioning procedures. The technical procedures will be directly<br />
usable in many instances, particularly on simple systems, and moreover will provide a template for others<br />
to develop more specific procedures. In the future additional technical procedures may be developed by<br />
ASHRAE committees or through collaboration with other industry participants.<br />
Special Project Submittal Form (Updated Aug 2010) Page 5
Technical Procedures<br />
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
The basic technical procedures planned for the initial Guide will be sufficient basic systems and to serve as<br />
examples and will include approximately 20-25 procedures, such as:<br />
1. To be completed with committee input.<br />
Stage 4 – First Year Commissioning<br />
The Guide will define the process and general technical procedures for commissioning over the first year of<br />
operation, in order to address operation under varying weather conditions and variations in facility<br />
operation. Since refrigeration systems are significantly affected by ambient temperatures, performance can<br />
only be fully evaluated over the course of a year. In addition, retail facilities are started up prior to store<br />
opening and realistic customer traffic, and industrial facilities often require significant time to reach normal<br />
operating traffic levels.<br />
The Guide will discuss continuous commissioning and performance monitoring methods and how they may<br />
be utilized over the first year and thereafter to automate the commissioning process.<br />
6. Anticipated Project Timeline:<br />
(Include project start date, key milestones, and project completion.)<br />
The expected timeline for the project is:<br />
Document approved by cognizant committee – June 2012<br />
Bid and Award for consultant – August 2012 through October 2012<br />
Document development, peer review and editing – November 2012 through August 2013<br />
Document available for Purchase – October 2013<br />
7. Estimated Total Project Cost: $120,000<br />
Estimated Cost Breakdown:<br />
Meetings/ Travel: 4 meetings @ $10K per meeting (travel costs) = $40K<br />
May be reduced by using conference calls and meetings during ASHRAE meetings<br />
Consultants: $0K<br />
Contractors: $50K<br />
ASHRAE Staff time: Project Administration = $15K;<br />
Editing/Layout = $15K<br />
Other (please specify):<br />
Note: Work is a combination of work by committee members and other parties listed below, plus a<br />
consultant to do develop the primary document and incorporate input from other parties.<br />
8. Identified Co-Funding:<br />
(Include sources of funding and anticipated $$ from each source.)<br />
Anticipated $$ are unknown at this time.<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
Special Project Submittal Form (Updated Aug 2010) Page 6
9. Required ASHRAE Funding:<br />
(Note: Item 9 = Item 7 minus Item 8)<br />
ASHRAE portion is unknown until co-funding is secured.<br />
10. Additional Potential Co-Funding Sources:<br />
(List all that apply.)<br />
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
Industry sponsors are being solicited. Funding and/or in-kind contribution may be available from:<br />
Wal-Mart<br />
Target<br />
Food Marketing Institute (FMI)<br />
California Energy Commission (commissioning procedures may be appropriate for acceptance testing<br />
methods required for 2013 Title 24 standards)<br />
Hill-Phoenix<br />
Hussmann<br />
US DOE<br />
11. Proposed <strong>Committee</strong> Membership<br />
Chair: Richard Royal Vice Chair: TC 10.7 member (tbd)<br />
Members and/or Associations to be represented (please list):<br />
<strong>Refrigeration</strong> <strong>Committee</strong><br />
Section 10 TCs (10.1, 10.5, 10.7)<br />
GPC 0<br />
Wal-Mart – potentially Richard Royal (<strong>REF</strong> member)<br />
Target – potentially Larry Meeker (noted interest)<br />
IIAR or IARW (even though heavy industrial will be in a future version)<br />
TESCO (UK or US)<br />
Hill-Phoenix (Scott Martin or David Hinde, either representing 10.7 or <strong>REF</strong>)<br />
FMI (Rob Uhl, Safeway, member 10.7 and Standard 147 committee)<br />
Emerson – potentially Warren Beeton<br />
Source <strong>Refrigeration</strong> – Bryan Beitler<br />
Tim Gwyn – DC Engineering<br />
Refrigerant Manufacturers<br />
Others<br />
Outreach plan to form committee:<br />
Once draft is deemed acceptable for sharing, review with:<br />
Select Section 10 chairs.<br />
Identify Asia Pacific interests (contact Don Cleland, Pradeep Bansal, Cesar Lim)<br />
Contact OEMs<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
Special Project Submittal Form (Updated Aug 2010) Page 7
12. Additional information in support of proposed project:<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
Special Project Submittal Form (Updated Aug 2010) Page 8
Attachment A<br />
SUBMITTAL FORM FOR A PROPOSED SPECIAL PROJECT<br />
Required Elements for all completed projects intended for Publication prior to submittal to<br />
ASHRAE Publications Staff for final layout and editing:<br />
� Incorporation of all review comments and changes/revisions as required by reviewers (peer,<br />
cognizant, etc) and the Publisher.<br />
� Complete manuscript text (no missing chapters, sections, front or back mater) in accordance with<br />
the author’s manual.<br />
� Complete illustrations (all figures, tables, photographs, sketches) in accordance with the author’s<br />
manual where all copies are legible (rather than blurry, pixilated captures of graphics).<br />
� Complete supplementary information (including software, data, appendices, indexes) in accordance<br />
with the author’s manual.<br />
� Submission of all text, figures, tables, illustrations, and other supplementary information in file<br />
formats specified in the author’s manual or otherwise directed by the Publisher.<br />
� All necessary permissions in written form from all owners of any copyrights or trademarks in any<br />
materials or content to be included in the work complying with the requirements of the copyright or<br />
trademark owner including instructions from the copyright or trademark owner on the citations to<br />
be included in the final manuscript or publication.<br />
Additional required information for all completed projects intended for Publication:<br />
<strong>REF</strong> Minutes 12.W – Attachment 5<br />
� Key words that would be used to search for the Publication or its content on the Internet<br />
� Industry/specialty within and/or outside HVAC to which the Publication is aimed<br />
� Non-ASHRAE institutions, associations, conferences, exhibitions, or publications that are relevant<br />
to the completed Publication<br />
� Existing web sites (and associated URLs) that are relevant to the completed Publication<br />
Special Project Submittal Form (Updated Aug 2010) Page 9
<strong>REF</strong>RIGERANT<br />
MANAGEMENT PLAN<br />
Ad Hoc to Tech Council<br />
<strong>REF</strong> Minutes 12.W – Attachment 6
Project Name: Refrigerant Management Plan<br />
EXECUTIVE SUMMARY<br />
Final Report<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
<strong>Refrigeration</strong> and air conditioning applications are growing worldwide, as well as in the United<br />
States, since they are critical contributors to the health, comfort, and welfare of humanity.<br />
However, the use of refrigerants has consequences for the environment (e.g. ozone depletion and<br />
climate change) if the refrigerants are not properly selected and managed throughout their lifecycle.<br />
Refrigerants are created, then are either destroyed, recycled, or released to the environment.<br />
Refrigerant manufacturers, contractors, and users are frequently falsely accused of mismanagement<br />
and abuse of refrigerants; this report intends to lay the groundwork to correct and explain this often<br />
misunderstood concept, and create an awareness of what really happens in the Industry. Long term,<br />
ASHRAE’s role will be further specified by the future “RMPIC Refrigerant Management Program<br />
Implementation” committee that will be formed by Technology Council later in 2012, after this<br />
report is received. Proper cradle to grave management is necessary to minimize the environmental<br />
impact and to ensure that suitable refrigerants are used by the HVAC&R industry to meet growing<br />
demand.<br />
In the United States of America, every household has at least one refrigerator; over 90% have central<br />
A/C or heat pump systems. Nearly all passenger vehicles and commercial trucks are equipped with<br />
air-conditioning. There are over 35,000 commercial systems in supermarkets and big box stores,<br />
and, thousands of truck and bus air-conditioning and refrigeration systems on the roads. In addition,<br />
there are reefer ships, and thousands of commercial chillers and heat pumps and direct expansion<br />
units used in commercial, industrial and institutional applications. All of these applications utilize<br />
refrigerants – either synthetics such as CFCs (existing systems only), HCFCs, HFCs and HFOs or<br />
refrigerants based on naturally occurring compounds such as ammonia, hydrocarbons, and carbon<br />
dioxide.<br />
Direct refrigerant emissions are estimated by the EPA to represent about 3% of global greenhouse<br />
gas emissions. The Indirect Effect (power plant emissions due to the power generated to operate<br />
HVAC/R equipment) is, overall, a larger portion of Climate Change Emissions than the Direct Effect,<br />
and is minimized by the use of the available refrigerant that permits the most efficient equipment<br />
design possible for a given application. Therefore, for all but high emission applications, the<br />
equipment and system efficiency will have a greater bearing on environmental impact than the GWP<br />
of the particular refrigerant used. Nevertheless, even if the lowest GWP refrigerants and/or most<br />
efficient equipment technologies are used, refrigerant releases to the environment should be<br />
minimized in order to minimize the total environmental impact..<br />
This committee believes that a consistent international plan is desirable. It is also the opinion of the<br />
committee that we start with a plan specifically tailored for the United States and as we show an<br />
industry commitment within the US, we can begin to work with other countries as requested or<br />
appropriate to assist in developing and implementing their refrigerant management plans. It is also<br />
2
Project Name: Refrigerant Management Plan<br />
the opinion of this committee that ASHRAE, with its professional volunteer and staff resources,<br />
through its technical and standing committees, can play a strategic role in the development of a<br />
comprehensive Refrigerant Management Plan (RMP).<br />
The committee envisions a future U.S. Refrigerant Management Program Implementation<br />
<strong>Committee</strong> (RMPIC) comprised of a sampling of concerned materially affected parties and<br />
stakeholders, within which ASHRAE would provide technical guidance, coordination and leadership.<br />
RECOMMENDATION<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
There is more specificity further on in the document; however, this RMP committee is<br />
recommending that Technology Council accept this report and plan outlined by this Refrigerant<br />
Management Plan Ad Hoc committee.<br />
Motion: TechC shall appoint a new ad hoc titled “Refrigerant Management Program Implementation<br />
<strong>Committee</strong> (RMPIC)” to continue the intended work of this RMP report.<br />
Background: The purpose and scope/charge of this new RMPIC committee is to review this<br />
conceptual RMP report and use it to develop a comprehensive program for developing a cradle to<br />
grave refrigerant management program and specify actions which ASHRAE can take to support<br />
implementation of the program in collaboration with other ASHRAE members, building owner<br />
organizations, and stakeholders. It should show the features and benefits to the general public.<br />
It is anticipated that this new committee will have 12 voting members; one chair and vice chair, with<br />
10 members coming from stakeholder groups. At least one liaison will be appointed from the<br />
<strong>Refrigeration</strong> <strong>Committee</strong>.<br />
The deliverable back to Technology Council of this proposed program will be a detailed final report<br />
with the refrigerant management program structure, benefits and advantages achieved, proposed<br />
research needed or available , standard practice models and procedures needed , determine what<br />
products are covered and excluded, proposed legislative initiatives, establish costs and fees, and a<br />
phased timeline for implementation.<br />
These RMP committee recommendations for the future Implementation committee to consider<br />
moving forward would be:<br />
1. Appoint an “implementation” committee to finalize a list of members and<br />
Stakeholders.(Note-1 below)<br />
2. Contact these major Stakeholders and determine their commitment to develop a<br />
refrigerant management program..<br />
3. Hold a meeting of the committed stakeholders and develop the following:<br />
a. Scope<br />
b. Subgroups<br />
c. A list of Challenges and Risks and evaluate them<br />
d. Review existing or proposed programs that exist<br />
e. Identify existing ASHRAE as well as Stakeholders guidelines and standards that<br />
can be used to provide guidance for the industry. See Annex C for a small list.<br />
f. Develop a communication plan for all subgroups that will allow for consistent<br />
communication between subgroups and the RMC.<br />
3
Project Name: Refrigerant Management Plan<br />
g. Evaluate short and long term costs to end users and tabulate.<br />
h. Develop a plan to finance the program. See Section 9 as a guideline.<br />
i. Determine the benefits to the Industry as well as societal advantages towards<br />
the general public.<br />
j. Determine what building owner related groups that this committee needs to<br />
liaise with.<br />
NOTE 1: Initial cost to ASHRAE will be minimal as long as the above is scheduled during<br />
standard ASHRAE meetings. There will be an added cost to the members of this new<br />
committee and certain stakeholders for travel to the meetings.<br />
This group should report directly to Technology Council with oversight from the<br />
<strong>Refrigeration</strong> <strong>Committee</strong>.<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
This group should work with TC 3.1 Refrigerants and Secondary Coolants and TC 3.8<br />
Refrigerant Containment to develop Research Topic Acceptance Requests (RTAR) as needed.<br />
These RTAR’s could cover research in the following areas:<br />
i. All users of CFC, HCFC, HFC and HFO refrigerants not just HVAC&R.<br />
ii. User usage of these refrigerants.<br />
iii. Building owners and operator practices.<br />
iv. Existing standards that may be affected by the work of this committee.<br />
v. In-depth existing program study, determining advantages, disadvantages, risks,<br />
roadblocks, challenges and oversights.<br />
vi. Determine best course of action to incentivise reclamation and destruction rather<br />
than venting.<br />
vii. Review all existing “Green Guides” to provide additional input for users outside the<br />
refrigeration industry.<br />
viii. Does this program help the ASHRAE Research <strong>Committee</strong> in meeting Goal 8<br />
Facilitate the use of natural and low global warming potential (GWP) synthetic<br />
refrigerants and seek methods to reduce their charge and Goal 9 Support the<br />
development of improved HVAC&R components ranging from residential through<br />
commercial to provide improved system efficiency affordability, reliability and safety,<br />
of the ASHRAE Strategic Plan 2010-2015.<br />
This group should coordinate with other TCs to develop RTARs and other technical activities<br />
concerning the analysis, design and operation of current and alternative refrigerants and<br />
refrigeration systems, in order to minimize the total combined life cycle impact of direct and<br />
indirect emissions.<br />
The intent of the above RTAR(s) is to fill knowledge gaps to facilitate adoption and operation<br />
of the RMC. There are many areas where specific knowledge is either unknown or<br />
understood only within very specific silos. If additional research is required, the RMP will be<br />
responsible for seeking required finances.<br />
The reporting structure would be directly to Technology Council as well as any of the<br />
stakeholders who wish to be kept apprised. The RMC would develop a standard means to<br />
communicate the actions taken and results of the metrics taken. The RMC will also consider<br />
where the various refrigerant management activities would reside within ASHRAE.<br />
4
Project Name: Refrigerant Management Plan<br />
At the Technology Council level, ASHRAE could initiate and form a refrigerant management<br />
sub-committee reporting directly to <strong>Refrigeration</strong> <strong>Committee</strong> wherein it identifies specific<br />
actions to reduce refrigerant emissions from cradle to grave and sets the “corporate culture”<br />
and monitoring/reporting groundwork for eventual submittal to the RMIP <strong>Committee</strong>. This<br />
could be part of ASHRAE’s Sustainability Roadmap. In addition, ASHRAE should review all its<br />
activities, particularly those related to sustainability, to ensure representation of<br />
stakeholders who can address refrigerant management practices.<br />
Fiscal Impact: To be affirmed by a subsequent implementation committee, but the anticipated<br />
budget for 2011-12 will be $35K (30K for transportation and meetings, and 5K for communication<br />
expenses). For 2012-13, it may be $60K (50K for transportation and meetings, and 10K for<br />
communication expenses).<br />
1. GOAL<br />
The goal of this ad hoc committee is to develop a concept and recommendations for a “national”<br />
refrigerant management program and specify actions which ASHRAE can take to support the<br />
development and implementation of the program. This “US centric national” plan can then be<br />
translated to apply internationally outside North America.<br />
2. OBJECTIVES<br />
� Identify all stakeholders and their roles<br />
� Identify existing programs and evaluate the pros and cons of each<br />
� Determine if it should be Voluntary (Self Directing) or Mandatory (Federal Mandate)<br />
� Create a timeline for implementation<br />
� Determine the means for first time and continuous funding of this program<br />
� Identify current ASHRAE programs, research, and documents that can apply<br />
� Determine the role of ASHRAE in this endeavour<br />
3. SCOPE<br />
A nationwide U.S. refrigerant management plan or program, preferably voluntary in nature is<br />
required to provide guidance and assistance to enable the HVAC&R industry to exercise proper<br />
environmental responsibility for the refrigerants under its stewardship. Refrigerants however<br />
are used in many industries other than HVAC&R. This report covers the usage by the HVAC&R<br />
industry and the total production and imported amounts of the refrigerants in the study. These<br />
include all CFC, HCFC, HFC and HFO refrigerants.<br />
Not in Scope: The scope does not include natural refrigerants (i.e. Propane, iso-butane),<br />
inorganic refrigerants (i.e. ammonia, and CO .<br />
2<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
5
Project Name: Refrigerant Management Plan<br />
Justification for Scope<br />
HFO’s and blends containing HFO’s, though relatively new to the HVAC&R industry, are sold and<br />
distributed via the same channels as traditional refrigerants and thus included in the Scope.<br />
These developmental refrigerants typically have very low GWP’s and their acceptance and use<br />
by the industry is expected to rise.<br />
Natural refrigerants as well as inorganic refrigerants are not in the scope of this document. This<br />
is due to the fact that they are sold and distributed differently than more standard refrigerants.<br />
In addition, these refrigerants are also used, in far greater quantities, in other industries. These<br />
natural and inorganic refrigerants could be included in the future, based on the needs of the<br />
industry.<br />
4. BACKGROUND<br />
This effort started a few years ago based on ASHRAE members and associate societies asking for<br />
attention to this important issue worldwide. <strong>Refrigeration</strong> and air conditioning applications are<br />
growing worldwide since they are critical contributors to the health, comfort, and welfare of<br />
humanity. <strong>Refrigeration</strong> of food and medicines are often the deciding factor in defining a<br />
developed country versus a developing country. Federal and state/local governments will<br />
require the industry to take environmental responsibility for all refrigerants introduced,<br />
therefore it is preferable to “lead the solution” than wait for governments to mandate a<br />
solution. The Federal EPA through the Clean Air Act and, states such as the State of California,<br />
have shown that they are willing to take the initiative and deal with the consequences to the<br />
environment and the industry if the refrigerants are not managed throughout their lifecycle by a<br />
voluntary means. The HVAC&R industry has the opportunity build a voluntary program that will<br />
meet the needs of the Federal and State governments, the Clean Air Act, the environment and<br />
the industry. This plan will serve as one method by which a responsible refrigerant user can<br />
document their compliance with “some” standard of care. Several countries in the world have<br />
developed or are presently developing refrigerant management plans. They include but are not<br />
limited to:<br />
o Canada<br />
o Philippines<br />
o Japan<br />
o Poland<br />
o Brasil<br />
o China<br />
o Korea<br />
o Norway<br />
o Australia<br />
See Section 8 for more information on the above programs.<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
As the HVAC&R industry develops in the United States of America, it has become apparent that a<br />
6
Project Name: Refrigerant Management Plan<br />
better plan to track refrigerants throughout their lifecycle is required. As a reference to better<br />
understanding the lifecycle of a refrigerant please refer to ANNEX B. As a major technical<br />
contributor to the HVAC&R industry, ASHRAE can serve a unique role in this overall plan of<br />
refrigerant management.<br />
5. APPLICATION<br />
In order for a U.S. nationwide plan to be implemented, it is imperative that all stakeholders be<br />
identified. ASHRAE could designate an ad hoc committee to develop a list of potential<br />
stakeholders. (See Recommendations) Once they are identified each of the stakeholders need<br />
to be placed in subgroups that match areas of expertise. These areas could be:<br />
� Original Equipment Manufacturers<br />
� Field Installed Service Personnel<br />
� Users<br />
� Recycle Recovery Reclaim Equipment Manufacturers and Reclaimers<br />
� Trade Associations<br />
� Importers and Exporters<br />
� Refrigerant Producers<br />
� Disposal Facilities<br />
� Leak Detection Equipment<br />
� Fire Suppression<br />
� Environmental<br />
Additional break down of the list of stakeholders could include the following:<br />
Professional and trade organizations and Environmental Groups such as:<br />
Air Conditioning Heating &<strong>Refrigeration</strong> Institute (AHRI)<br />
Air Conditioning Contractors of America (ACCA)<br />
American Council for Energy-Efficient Economy (ACEEE)<br />
American Society of Heating <strong>Refrigeration</strong> Air<br />
Conditioning Engineers (ASHRAE)<br />
Association of Home Appliance Manufacturers (AHAM)<br />
Food Marketing Institute (FMI)<br />
<strong>Refrigeration</strong> Service Engineers Society (RSES)<br />
International Association of Refrigerated Warehouses (IARW)<br />
Heating Air Conditioning & <strong>Refrigeration</strong> Distributors<br />
International (HARDI)<br />
Refrigerating Engineers and Technicians Association (RETA)<br />
Retail Industry Leaders Association (RILA)<br />
Society of Automotive Engineers (SAE)<br />
Heating, <strong>Refrigeration</strong> and Air Conditioning Institute of<br />
Canada (HRAI)<br />
Large End Users, in addition to those represented by trade and industry organizations, such as<br />
BOMA, NAHB, etc..<br />
Federal and state agencies such as:<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
7
Project Name: Refrigerant Management Plan<br />
Environmental Protection Agency (EPA)<br />
Department of Energy (DOE)<br />
Department of Transportation (DOT)<br />
Occupational Safety and Health Administration (OSHA)<br />
Refrigerant Manufacturers<br />
Refrigerant Importers and Exporters<br />
Environmental Groups such as:<br />
Sierra Club<br />
Natural Resources Defense Council (NRDC)<br />
Center for Energy and Environmental Policy (CEEP)<br />
Alliance for Responsible Atmospheric Policy (ARAP)<br />
Large Service Companies in addition to those represented by industry associations (e.g.: RSES,<br />
ACCA, HARDI, RETA)<br />
Code Agencies National Fire Protection Agency (NFPA)<br />
International Code Council (ICC)<br />
International Association of Plumbing and Mechanical (IAMPMO)<br />
Code Officials<br />
To ensure the success of a national refrigerant management program, it is imperative to have<br />
substantive support from major stakeholders. Once identified, each major stakeholder group<br />
will be asked to appoint/nominate an individual to serve on the future Refrigerant Management<br />
Implementation <strong>Committee</strong> (RMPIC). Each stakeholder must be committed to developing and<br />
implementing a successful national refrigerant management program. The refrigerant<br />
management implementation committee will develop the framework of the program, which will<br />
include but is not limited to, establishing a process for participation, creating a funding model,<br />
report procedures, education and marketing.<br />
This committee would develop the purpose and scope of the RMPIC as well as approve the work<br />
of the subgroups. Each subgroup would be responsible for setting up the “reporting structure”<br />
for the entire life of the refrigerant in their subgroup. It is vitally important that each subgroup<br />
work with the other subgroups to develop consistent procedures especially from their vendors<br />
and their customers that sell and buy from them. One of the first goals of the RMPIC is to<br />
determine the subgroups and to develop effective communication guidelines. In addition, the<br />
RMPIC will continue to develop strategies knowing that the long term goal is to go international<br />
with this plan.<br />
Once the RMPIC has been established, examples of their goals should be:<br />
� Reduce refrigerant leak rates<br />
� Minimize environmental impact<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
8
Project Name: Refrigerant Management Plan<br />
� Conserve HFC’s & HCFC’s refrigerants<br />
� Protection of the HVAC&R industry<br />
� Track refrigerant life cycle<br />
� Improve overall Energy Efficiency of Systems<br />
� Charge minimization<br />
Promote and provide guidance for Voluntary (Self Directing) or Mandatory (Federal Mandate)<br />
participation in the program.<br />
Recommend any future needs that ASHRAE can provide<br />
Increase Public awareness<br />
Develop a standard reporting form and structure to all stakeholders and the RMPIC<br />
Propose legislation and regulations to ensure continuing responsible use<br />
The RMPIC would also work closely with the stakeholders to:<br />
1. Ensure compliance with existing applicable Federal Regulations<br />
2. Obtain information relating to total production, import and export of CFC, HCFC, HFC and<br />
HFO refrigerants.<br />
3. Raise the general public awareness of the environmental issues and the economic impact of<br />
ODP and GWP.<br />
4. Organize a promotional program to encourage the public to have its HVAC&R systems<br />
serviced by a certified technician.<br />
5. Work closely with the non-HVAC&R industries to understand the challenges and develop<br />
opportunities for reduction of emissions.<br />
One option would be to develop a three stage plan<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
� Stage One – Concentrate on those stakeholders cognizant to the HVAC&R industry<br />
and that use CFC, HCFC, HFC and HFO refrigerants.<br />
� Stage Two – Add those stakeholders that use CFC, HCFC, HFC and HFO refrigerants<br />
but are not in the HVAC&R industry. In example, Foamers, Fire Fighting,<br />
Pharmaceuticals, etc.<br />
� Stage Three – Add those stakeholders that use Natural and organic refrigerants in<br />
and out of the HVAC&R industry.<br />
9
Project Name: Refrigerant Management Plan<br />
Stage One<br />
Environmental<br />
Leak Detection<br />
Equipment<br />
Regulatory<br />
Referigerant<br />
Producers<br />
Definitions of Stakeholders<br />
OEM's<br />
Refrigerant<br />
Management<br />
<strong>Committee</strong><br />
Import/<br />
Export<br />
Field<br />
Installed -<br />
Service<br />
Trade<br />
Associations<br />
OEM’s – Original Equipment Manufacturers – Those in the industry that use refrigerants in the<br />
charging of their systems in their factory. Examples would be:<br />
Residential A/C and <strong>Refrigeration</strong> manufacturers,<br />
Commercial A/C and <strong>Refrigeration</strong> manufacturers,<br />
Field Installed – Service – Those who charge refrigerant in Field installed systems and/or<br />
Service personnel. Examples would be:<br />
Residential and Commercial A/C and <strong>Refrigeration</strong> Installing Contractors<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
Users<br />
Reclaim/<br />
Disposal<br />
10
Project Name: Refrigerant Management Plan<br />
Service contractors with 1 or 2 technicians to companies with 2,000 technicians.<br />
Users – Large end users who can participate directly. Examples would be:<br />
Large retail grocery chains<br />
Restaurant and fast food chains<br />
Large refrigerated trucking companies<br />
Also, those who use refrigerants for purposes other than as a heat transfer fluid where the<br />
fluid is transferring heat for purposes of, moving heat from one place to another in a long<br />
term repetitive manner. Examples would be:<br />
Refrigerant Re-packagers<br />
OEM Laboratories<br />
Testing laboratories<br />
Leak detection<br />
Fire suppression<br />
BOMA, NAHB, etc.<br />
Reclaim-Disposal – Those who run refrigerant reclaim centers monitoring what comes in vs.<br />
what is sold as reclaim and what portion is permanently destroyed.<br />
Trade Associations – Those who represent different trades (service – engineers – install –<br />
Students - retailers) Examples would be:<br />
ACCA – RSES – ASHRAE – FMI<br />
Import – Export – Those who are in the business of importing and/or exporting refrigerants.<br />
Refrigerant Producers – Those who produce refrigerants as a matter of business.<br />
Leak Detection Equipment – Those who are in the business of manufacturing leak detection<br />
equipment.<br />
Environmental – Those in the business of providing consulting (internal and external) in the arenas<br />
of energy consumption, environmental impact ( carbon footprint) to the End Users.<br />
Examples would include:<br />
Energy Engineers<br />
Environmental Groups such as:<br />
IPCC UNEP Greenpeace<br />
Earthwatch Environmental Defence Fund Earth Share<br />
Sierra Club Natural Resources Defense Council (NRDC)<br />
Center for Energy and Environmental Policy (CEEP)<br />
Alliance for Responsible Atmospheric Policy (ARAP)<br />
USGBC<br />
Consulting Engineers<br />
Regulatory – Those who set the codes, standards and regulations relative to the industry.<br />
Examples would include:<br />
Federal EPA<br />
Individual State EPA<br />
Standard Building/Mechanical Code<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
11
Project Name: Refrigerant Management Plan<br />
Individual State or County or City Building/Mechanical Code<br />
Underwriters Laboratories<br />
Other Standards Writing Organizations such as:<br />
ASME ASHRAE<br />
ACCA AHRI<br />
SMACNA<br />
6. REPORTING PERIODS<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
Each subgroup would make periodic reports to the RMPIC as needed or required by the<br />
chairman.. These reports will be used to make recommendations to implement a successful plan<br />
for action, and could include but are not limited to:<br />
� Refrigerant by type coming into their domain.<br />
� Refrigerant by type that has been destroyed.<br />
� Refrigerant by type that has been released to the atmosphere.<br />
� Refrigerant by type that has been put in the bank.<br />
� Changes to their procedures to better develop the tracking of each refrigerant type.<br />
� Changes in technology that reduce leaks or that detects them sooner.<br />
12
Project Name: Refrigerant Management Plan<br />
7. CHALLENGES<br />
All plans have challenges to overcome. Building consensus and support with<br />
industry and government stakeholders is imperative. We need to include our<br />
ASHRAE Washington DC office director into this plan. The goal is to engage all<br />
stakeholders and educate them on the goa ls of the program. Identifying and<br />
understanding these challenges, developing education system and procedures<br />
addressing these challenges , and encouraging stakeholders to take a leadership<br />
role will be the crucial to its success . Five challenges have be en identified<br />
and are outlined below:<br />
Financial:<br />
� Investing in technology that may not have short term payback .<br />
� Performing retrofits of CFC or HCFC systems with alternative<br />
refrigerants with lower GWP ’s. These retrofits are expensive if<br />
performed to suitable levels.<br />
� Investing in travel and time to participate .<br />
� FUNDING OF THIS PROGRAM IS PARAMOUNT. The RMC will need to<br />
prepare a schedule . See Section 10.<br />
Professional:<br />
Technology:<br />
Distribution:<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
� Stakeholders not understanding the industry and therefore limiting their<br />
buy-in.<br />
� Sharing of what is thought to be Confidential Business Information (CBI).<br />
� Utilizing computer and telecommunication capability to network with<br />
others hardware and offer inventory management, real time tracking<br />
and other tailor-made services.<br />
� Utilizing the best available technology to find leaks, prevent leaks and<br />
monitor for leaks.<br />
� Understanding the cold chain and the uses and storage of refrigerants in<br />
the HVAC&R industry<br />
� Understanding the other uses and storage outside the HVAC&R industry.<br />
Regulatory:<br />
� It may be thought that a program of this magnitude would be easier to implement if<br />
there are federal requirements dictating the provisions. However, the time required to<br />
develop, implement and track compliance of the Federal regulations may be prohibitive.<br />
Developing a program that is self-regulating will take a focused group of people that all<br />
13
Project Name: Refrigerant Management Plan<br />
have a stake in the game. Developing the pros and cons early in the process for this is<br />
essential. With strong participation from the Stakeholders, a plan could be<br />
implemented in 3 to 4 years. Having said that, we believe that we must have Federal<br />
EPA and State EPA/Department of Natural Resources (DNR) support in order for this to<br />
succeed.<br />
� Existing standards and codes already exist to monitor refrigerant paths, see the list in<br />
ANNEX C.<br />
These five areas need to be addressed first by the RMPIC, then by each subgroup. Identifying<br />
these will bring a more consistent plan across all subgroups.<br />
8. OTHER PROGRAMS<br />
There are a number of refrigerant management plans. Each appears unique and developed to fit the<br />
circumstances within their country. An overview of some of the programs is noted below.<br />
Country Advantages Disadvantages<br />
Australia � Website: https://www.refrigerantreclaim.com.au<br />
� Non-profit organization<br />
� Industry driven and managed<br />
� Recovers, reclaims and destroys surplus refrigerant<br />
� Provides rebates for contractors<br />
� Operates a national collection service<br />
� Has strong regulatory support regarding handling,<br />
buying/selling, training, etc<br />
� Importers must have license…fee helps support the<br />
management of the program<br />
� Link to financial report -<br />
https://www.refrigerantreclaim.com.au/AR06/income.html<br />
� All refrigerant entering Australia (charged equipment and bulk)<br />
is subject to a levy<br />
� Includes all refrigerants, regardless of sector<br />
Canada � Website: www.refrigerantmanagement.ca<br />
� Non-profit organization<br />
� Industry driven – voluntary<br />
� Industry funded and managed –<br />
manufacturers/importers/reclaimers pay an environmental levy<br />
to Refrigerant Management Canada (RMC) on a quarterly basis.<br />
� Disposal only<br />
� Costs passed down the retail change. End-user ultimately pays<br />
the cost for refrigerant disposal.<br />
� Simple and easy to use. Removed barriers to ensure the<br />
HVAC/R industry uses program.<br />
� Built program on existing infrastructure.<br />
� Managed by the HVAC/R industry allows the freedom for the<br />
program to grow and adapt to the changing times.<br />
� Industry has a strong environmental program to show<br />
stakeholders and government that they are in compliance with<br />
the regulations.<br />
� Strong marketing environmental (green)benefits for<br />
participants<br />
Poland � Website: http://www.prozon.org.pl/<br />
� Non-profit organization<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
� Anticompetitive issues. RRA is<br />
the only business of its type in<br />
Australia and the program has<br />
had to deal with complaints of<br />
anticompetitive.<br />
� No regulatory backdrop to level<br />
playing field and reduce free<br />
riders<br />
� Environmental levy applied to<br />
the sales of HCFCs, HCFC blends<br />
and reclaimed HCFCs. The<br />
phase-out of HCFCs is reducing<br />
the funds collected.<br />
� Small pool to draw on for<br />
funding.<br />
� Difficult to determine volumes<br />
and therefore plan<br />
budgeting…RMC has seen<br />
higher than expected volumes.<br />
� Only includes refrigerant from<br />
the HVAC/R industry.<br />
� Limited to recovery and<br />
reclamation.<br />
14
Project Name: Refrigerant Management Plan<br />
� nationwide recovery and reclamation network<br />
� Industry supported<br />
� Fairly strong regulatory support<br />
Norway � Website: http://www.returgass.no/<br />
� Handles reclamation and destruction<br />
� Primary system in Norway<br />
� An environmental fee charged on imported refrigerants.<br />
� Offers an incentive to encourage participation<br />
� Handles all refrigerant types<br />
� Government compensates for refrigerant destroyed.<br />
Japan � Two sided approach: 1)Establish a refrigerant management<br />
program and 2)Accelerate R & D for low Global Warming<br />
Potential refrigerants.<br />
� A cross industry Refrigerant Management Forum is proposed<br />
with the following:<br />
Establish the Refrigerant Management System<br />
Establish the traceability of distributed refrigerants<br />
Establish refrigerant management technology<br />
� New technical guidelines regarding leak prevention<br />
� A new certification for engineers handling refrigerants<br />
Philippines � Website http://www.denr.gov.ph/index.php/laws-andpolicies.html<br />
� Government regulated<br />
� Non-profit organization<br />
� Industry driven and managed<br />
� Recovers, reclaims and reprocessing (For CFC’s only)<br />
� Reclaim units are given for free to Service Shops<br />
� Operates a national collection service under a non-profit<br />
organization<br />
� Has strong regulatory support regarding handling,<br />
buying/selling, training, etc<br />
� Importers must have license…for control purposes<br />
� Funding are available like grants from the World Bank to<br />
replace Chillers that are not energy efficient (CFC & HCFC)<br />
China � HCFC’s Phase Out Management Plan (HPMP) – two subsectors –<br />
Manufacturing and Maintenance<br />
� Relevant management regulations and measures were made<br />
concerning production, use, import and export of ODS and<br />
related products.<br />
� Strict stipulations were made about refrigerants reuse and<br />
recycle.<br />
Korea � Manage CFCs, HCFCs and HFCs<br />
� Reduce the import of refrigerants<br />
� Establish an advanced refrigerants system by destroying waste<br />
refrigerants<br />
� Create refrigerant management industry<br />
Brazil � Implementing a PBH = Brazilian Plan for HCFC elimination –<br />
major focus on foams (R-141b).<br />
� Include financial incentives to promote recovery, recycling,<br />
reclaiming and/or destruction and to develop low-GWP<br />
compounds and products that use low GWP products<br />
� Minimize market disruption<br />
� A new Federal Law 12.014/09 creates a National Fund on<br />
Climate Changes.<br />
� Issues with funding.<br />
Distributors participating in the<br />
voluntary levy system would be<br />
in worse position in terms of<br />
price competitiveness than<br />
those who would not<br />
participate”<br />
� Owned and operated by parent<br />
company Isovator.<br />
� Experienced difficulty<br />
reconciling quantities received<br />
with quantities destroyed.<br />
� Program still proposed<br />
� Program looks at all under the<br />
CO2 microscope.<br />
� Complying with existing<br />
regulations<br />
� Low GWP barriers<br />
� Training<br />
� Lack of consistency among<br />
Refrigerant Production –<br />
Manufacturing and Demand.<br />
� Poor regulatory control due to<br />
lack of personnel to police the<br />
whole industry.<br />
� No program yet for HCFC<br />
Phase-out and HFC Phasedown<br />
( DENR is asking UNEP to<br />
fund this through the MLF)<br />
� Federally run.<br />
� Slow to discuss HFC’s<br />
� Proposed regulation<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
� Total elimination of HCFC in<br />
2040<br />
� Phase down – not a phase-out<br />
of HFC production<br />
� Provide time for transition to<br />
alternative refrigerants<br />
15
Project Name: Refrigerant Management Plan<br />
9. FINANCIAL<br />
In order to be successful, the refrigerant management program should achieve a high rate of<br />
refrigerant recovery. Possible incentives for responsible management of used refrigerants<br />
include (1) direct economic incentives or (2) command and control regulations. These two<br />
options are discussed below in more detail.<br />
Direct Economic Incentives<br />
In this option, an excise tax or a levy is applied to the production and/or import of virgin and<br />
reclaim refrigerants. In the case of an excise tax, the proceeds go to the government, while in<br />
the case of a levy the proceeds are directed back to the industry. The advantages and<br />
disadvantages can be summarized as follows:<br />
Advantages Disadvantages<br />
Excise Tax - Increased refrigerant recovery<br />
- Funding collected at time of<br />
production, reclaim or import.<br />
- Costs passed down the retail chain<br />
to the end-user<br />
- Level playing field for all involved,<br />
free riders virtually eliminated.<br />
- Tax could be less on reclaim<br />
refrigerant to promote the use of<br />
reclaim refrigerants<br />
- Subsidy could come from the<br />
government to promote<br />
destruction<br />
Levy - Increased refrigerant recovery<br />
- Proceeds go back to industry to<br />
offset costs of recovery, reclaim<br />
and destruction<br />
- Reclaimed refrigerants become<br />
more valued relative to virgin<br />
refrigerants and less costly to<br />
produce.<br />
- Costs passed down the retail chain<br />
to end-user<br />
- Subsidy could come from the<br />
government to promote<br />
destruction.<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
- Increased cost of virgin and reclaim<br />
refrigerants<br />
- Penalizes industry as the revenues provide<br />
no direct benefit to industry<br />
- Requires large impact on price to achieve<br />
results<br />
- Increased cost of virgin and reclaim<br />
refrigerants<br />
- Collection of levy and management of the<br />
fund<br />
- Establishment of incentives<br />
- Free riders<br />
16
Project Name: Refrigerant Management Plan<br />
Command and Control Regulations<br />
In this option, mechanisms are put in place to implement enforcement actions for violations of the<br />
regulations. This would be similar to the current regulations under section 608 of the Clean Air Act<br />
(CAA) for CFCs and HCFCs. Advantages and disadvantages are summarized below:<br />
Command & Control<br />
Regulations<br />
Advantages Disadvantages<br />
- Low cost impact on<br />
consumers<br />
10. Suggested Timelines<br />
Start to 3mo.<br />
3 mo. to 12<br />
mo.<br />
3 mo. to 12<br />
mo.<br />
- Economic costs to contactors<br />
- Difficult to enforce<br />
- Expected low level of<br />
compliance (based on<br />
experience with CFCs and<br />
HCFCs)<br />
• TechC to revise the accepted RMP to include feedback from TechC in<br />
Chicago.<br />
• Tech Council to write a title, purpose and scope for a new RMPIC<br />
implementation committee to determine memberships and stakeholders<br />
along with a draft Charter/work plan.<br />
• TechC should select a chairman for this new committee, and work with<br />
that chairman to affirm budget required and populate the RMPIC.<br />
• <strong>Committee</strong> should generate a script for phone calls or emails to potential<br />
stakeholders to explain the program and why we need their participation.<br />
This implementation committee should also create a one page executive<br />
summary of the benefits of membership on this committee for<br />
stakeholders. Answers could be developed based on questions that may<br />
be asked. This will help in ensuring consistent communication.<br />
•<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
• All stakeholders are contacted to explain the program and see if they wish<br />
to participate - (use script).<br />
• Set up e-meeting of committee members and stakeholders - (suggested<br />
to be before or during the next ASHRAE meeting).<br />
• Develop list and obtain copies of existing programs throughout industry.<br />
• Determine involvement of regulatory agencies – Develop plan to be selfregulating<br />
however, always keep in mind that the option exists to be<br />
Federally mandated.<br />
• Assess progress and objectives; Send periodic status reports to TechC.<br />
• 1st meeting of RMPIC - Determine Scope, Charter, Membership,<br />
Structure, Stakeholder Groups.<br />
• Determine role of each stakeholder group and their role in the program.<br />
• Review deliverables of program with all members.<br />
• Assign deliverables to Stakeholder groups.<br />
17
Project Name: Refrigerant Management Plan<br />
3 mo. to 12<br />
mo.<br />
3 mo. to 12<br />
mo.<br />
6 mo. to 18<br />
mo.<br />
• Understand distribution networks for refrigerants.<br />
• Develop plan to incentivize destruction of refrigerants.<br />
• Develop list of Challenges and Risks.<br />
• Review existing programs for pros, cons, advantages, disadvantages, what<br />
worked, what didn't work.<br />
• Develop communication plan (including metrics) for each stakeholder<br />
group.<br />
• Develop a plan to finance this project.<br />
• Determine outside funding possibilities.<br />
• Develop Research requirements.<br />
• Review and further develop lists from above.<br />
• Further develop the requirements for financing.<br />
• Develop plans with cognizant TC’s to insure commitment.<br />
• Develop required RTAR to Research <strong>Committee</strong>.<br />
• Start tracking metrics.<br />
• Make update presentations to related TCs, SPCs, <strong>REF</strong>C, RAC, TAC, and<br />
STDC.<br />
• Finalize assessments of existing programs<br />
• Continue to evaluate metrics for each stakeholder group<br />
• Finalize metrics and implement communication plan<br />
• Prepare list of final recommendations<br />
• Evaluate financial plans and determine feasibility of long term<br />
sustainability<br />
• Comment in report about moving into Stage 2,3 areas of impact.<br />
• Issue final report<br />
11. Document Distribution<br />
Name Organization Name<br />
Refrigerant Management<br />
Plan Ad Hoc <strong>Committee</strong> to<br />
Technology Council<br />
ASHRAE Danny Halel – Chair<br />
April Gucciardo<br />
Barbara Minor<br />
Cesar Luis Lim<br />
Karim Amrane<br />
Keilly Witman<br />
Van Baxter<br />
Warren Beeton<br />
Tom Watson<br />
Tom Werkema<br />
Technology Council ASHRAE Mr. Ross D Montgomery, PE - Tech Council Chair<br />
<strong>Refrigeration</strong> <strong>Committee</strong> ASHRAE Doug Scott, Chair<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
18
Project Name: Refrigerant Management Plan<br />
12. Prepared by<br />
Ad hoc <strong>Committee</strong> to Technology Council<br />
Danny Halel – Chair<br />
April Gucciardo<br />
Barbara Minor<br />
Cesar Luis Lim<br />
Karim Amrane<br />
Keilly Witman<br />
Tom Watson<br />
Tom Werkema<br />
Van Baxter<br />
Warren Beeton<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
19
Project Name: Refrigerant Management Plan<br />
ANNEX A<br />
ASHRAE<br />
NO.<br />
Chemical Name Molecular<br />
Formula<br />
R-11 Trichlorofluoromethane CCl3F<br />
R-12 Dichlorodifluoromethane CCl2F2<br />
R-12B1 Bromochlorodifluoromethane CBrClF2<br />
R-13 Chlorotrifluoromethane CClF3<br />
R-13B1 Bromotrifluoromethane CF3Br<br />
R-14 Tetrafluoromethane CF4<br />
R-21 Dichlorofluoromethane CHFCl2<br />
R-22 Chlorodifluoromethane CHClF2<br />
R-23 Trifluoromethane CHF3<br />
R-30 Dichloromethane CH2Cl2<br />
R-31 Chlorofluoromethane CH2FCl<br />
R-32 Difluoromethane CH2F2<br />
R-40 Chloromethane CH3Cl<br />
R-41 Fluoromethane CH3F<br />
R-113 1,1,2-Trichlorotrifluoroethane C2F3Cl3<br />
R-114 1,2-Dichlorotetrafluoroethane C2F4Cl2<br />
R-115 Chloropentafluoroethane C2F5Cl<br />
R-116 Hexafluoroethane C2F6<br />
R-123 2,2-Dichloro-1,1,1-trifluoroethane C2HF3Cl2<br />
R-124 2-Chloro-1,1,1,2-tetrafluoroethane C2HF4Cl<br />
R-125 Pentafluoroethane C2HF5<br />
R-134a 1,1,1,2-Tetrafluoroethane C2H2F4<br />
R-141b 1,1-Dichloro-1-fluoroethane C2H3FCl2<br />
R-142b 1-Chloro-1,1-difluoroethane C2H3F2Cl<br />
R-143a 1,1,1-Trifluoroethane C2H3F3<br />
R-152a 1,1-Difluoroethane C2H4F2<br />
R-218 Octafluoropropane C3F8<br />
R-236ea 1,1,1,2,3,3-Hexafluoropropane C3H2F6<br />
R-245fa 1,1,1,3,3-Pentafluoropropane C3H3F5<br />
R-C318 Octafluorocyclobutane C4F8<br />
R-400 R-12/R-114 (60/40 wt%) Blend<br />
R-401A R-22/R-152a/R-124 (53/13/34) Blend<br />
R-401B R-22/R-152a/R-124 (61/11/28) Blend<br />
R-401C R-22/R-152a/R-124 (33/15/52) Blend<br />
R-402A R-125/R-290/R-22 (60/2/38) Blend<br />
R-402B R-125/R-290/R-22 (38/2/60) Blend<br />
R-403A R-290/R-22/R-218 (5/75/20) Blend<br />
R-403B R-290/R-22/R-218 (5/56/39) Blend<br />
R-404A R-125/R-143a/R-134a (44/52/4) Blend<br />
R-405A R-22/R-152a/R-142b/R-C318 (45/7/5.5/42.5) Blend<br />
R-406A R-22/R-600a/R-142b (55/04/41) Blend<br />
R-407A R-32/R-125/R-134a (20/40/40) Blend<br />
R-407B R-32/R-125/R-134a (10/70/20) Blend<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
20
Project Name: Refrigerant Management Plan<br />
R-407C R-32/R-125/R-134a (23/25/52) Blend<br />
R-407D R-32/R-125/R-134a (15/15/70) Blend<br />
R-407E R-32/R-125/R-134a (25/15/60) Blend<br />
R-408A R-125/R-143a/R-22 (7/46/47) Blend<br />
R-409A R-22/R-124/R-142b (60/25/15) Blend<br />
R-409B R-22/R-124/R-142b (65/25/10) Blend<br />
R-410A R-32/R-125 (50/50) Blend<br />
R-410B R-32/R-125 (45/55) Blend<br />
R-411A R-1270/R-22/R-152a (1.5/87.5/11) Blend<br />
R-411B R-1270/R-22/R-152a (3/94/3) Blend<br />
R-412A R-22/R-218/R-142b (70/5/25) Blend<br />
R-413A R-218/R-134a/R-600a (9/88/3) Blend<br />
R-414A R-22/R-124/R-600a/R-142b (51/28.5/4.0/16.5) Blend<br />
R-414B R-22/R-124/R-600a/R-142b (50/39/1.5/9.5) Blend<br />
R-415A R-22/R-152a (82/18) Blend<br />
R-415B R-22/R-152a (25/75) Blend<br />
R-416A R-134a/R-124/R-600 (59/39.5/1.5) Blend<br />
R-417A R-125/R-134a/R-600 (46.6/50.0/3.4) Blend<br />
R-418A R-290/R-22/R-152a (1.5/96/2.5) Blend<br />
R-419A R-125/R-134a/R-E170 (77/19/4) Blend<br />
R-420A R-134a/R-142b (88/12) Blend<br />
R-421A R-125/R-134a (58/42) Blend<br />
R-421B R-125/R-134a (85/15) Blend<br />
R-422A R-125/R-134a/R-600a (85.1/11.5/3.4) Blend<br />
R-422B R-125/R-134a/R-600a (55/42/3) Blend<br />
R-422C R-125/R-134a/R-600a (82/15/3) Blend<br />
R-422D R-125/R-134a/R-600a (65.1/31.5/3.4) Blend<br />
R-423A R-134a/R-227ea (52.5/47.5) Blend<br />
R-424A R-125/R-134a/R-600a/R-600/R-601a (50.5/47/.9/1/.6) Blend<br />
R-425A R-32/R-134a/R-227ea (18.5/69.5/12) Blend<br />
R-426A R-125/R-134a/R-600/R-601a (5.1/93/1.3/.6) Blend<br />
R-427A R-32/R-125/R-143a/R-134a (15/25/10/50) Blend<br />
R-428A R-125/R-143a/R-290/R-600a (77.5/20/.6/1.9) Blend<br />
R-500 R-12/R-152a (73.8/26.2) Blend<br />
R-501 R-22/R-12 (75/25) Blend<br />
R-502 R-22/R-115 (48.8/51.2) Blend<br />
R-503 R-23/R-13 (40.1/59.9) Blend<br />
R-504 R-32/R-115 (48.2/51.8) Blend<br />
R-505 R-12/R-31 (78/22) Blend<br />
R-506 R-31/R-114 (55.1/44.9) Blend<br />
R-507 R-125/R-143a (50/50) Blend<br />
R-508A R-23/R-116 (39/61) Blend<br />
R-508B R-23/R-116 (46/54) Blend<br />
R-509A R-22/R-218 (44/56) Blend<br />
R-1112a 1,1-Dichloro-2,2-difluoroethylene C2Cl2F2<br />
R-1113 Chlorotrifluoroethylene C2ClF3<br />
R-1114 Tetrafluoroethylene C2F4<br />
R-1120 Trichloroethylene C2HCl3<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
21
Project Name: Refrigerant Management Plan<br />
R-1130 cis-1,2-Dichloroethylene C2H2Cl2<br />
R-1132 1,1-Difluoroethylene C2H2F2<br />
R-1140 Chloroethylene C2H3Cl<br />
R-1141 Fluoroethylene C2H3F<br />
R-1216 Hexafluoropropylene C3F6<br />
R-1234yf 2,3,3,3-Tetrafluoropropene C3H2F4<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
22
Project Name: Refrigerant Management Plan<br />
ANNEX B<br />
<strong>REF</strong>RIGERANT LIFE CYCLE June 2011<br />
CRADLE to GRAVE<br />
Refrigerant<br />
Produced<br />
Refrigerant<br />
Imported<br />
Leaks during<br />
reclaim<br />
process<br />
Reclaim<br />
Inventory<br />
Reclaim<br />
Virgin<br />
Inventory<br />
Exports<br />
DESTROY!!<br />
Residential<br />
A/C - OEM<br />
Residential<br />
<strong>Refrigeration</strong> -<br />
OEM<br />
Commercial<br />
A/C - OEM<br />
Commercial<br />
<strong>Refrigeration</strong> -<br />
OEM<br />
Industrial<br />
<strong>Refrigeration</strong> -<br />
OEM<br />
Supermarket<br />
Retail<br />
Laboratory<br />
Use<br />
Mobile<br />
<strong>Refrigeration</strong> -<br />
OEM<br />
Mobile A/C -<br />
OEM<br />
Foam –<br />
Solvents – Ag<br />
Propellants –<br />
Fire Fighting –<br />
Aerosols - MDI<br />
Distributors<br />
Leaks to<br />
atmosphere<br />
during use<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
Leaks to<br />
atmosphere during<br />
production of<br />
refrigerant and units<br />
Leaks to<br />
atmosphere<br />
after<br />
installation<br />
$<br />
In Use<br />
Service/Install<br />
Companies<br />
23
Project Name: Refrigerant Management Plan<br />
Annex C<br />
Applicable Standards and Codes<br />
ANSI/ASHRAE 15 – Safety Code for Mechanical <strong>Refrigeration</strong><br />
ANSI/ASHRAE 147 – Reducing the Release of Halogenated Refrigerants from<br />
Refrigerating and Air-Conditioning Equipment and Systems<br />
ANSI/ASHRAE 34 – Number Designations and Safety Classification of Refrigerants<br />
ANSI/ASHRAE 41.1 – 2008 Flowmeter Test Methods for Mass Flow Measurement<br />
of Volatile Refrigerants<br />
ANSI/ASHRAE 90.1- Energy Standard for Buildings Except Low-Rise Residential<br />
Buildings<br />
ANSI/ASHRAE 189.1- Standard for the Design of High-Performance Green<br />
Buildings Except Low Rise Residential Buildings<br />
ASHRAE Guideline 6 – Format for Information for Refrigerants<br />
ARI Guideline K (1997) – Containers for Recovered Fluorocarbon Refrigerants<br />
ARI 580 – Performance of Non Condensable Gas Purge Equipment for Use with Low<br />
Pressure Centrifugal Chillers<br />
ARI 700-9 – Specification for Fluorocarbon Refrigerants<br />
ARI 740-98 – Refrigerant Recovery/Recycling Equipment<br />
SAE J 2763-2008 – Test Procedure for Determining Refrigerant Emissions from<br />
Mobile Air-Conditioning Systems<br />
SAE J 2772-2011 – Measurement of Passenger Compartment Refrigerant<br />
Concentrations Under System Refrigerant Leakage Conditions<br />
SAE J2788-2010 – HFC-134a Recovery/Recycling Equipment and<br />
Recovery/Recycling /Recharging for Mobile Air Conditioning Systems<br />
SAE J2810-2007 – HFC-134a Refrigerant Recovery Equipment for Mobile<br />
Automotive Air-Conditioning Systems<br />
SAE J2843-2011 – Recovery/Recycling/Recharging Equipment for Flammable<br />
Refrigerants for Mobile Air Conditioning Systems<br />
SAE J2851-2011 - HFO-1234yf Refrigerant Recovery Equipment for Mobile<br />
Automotive Air-Conditioning Systems<br />
ISO 13043:2011 – Road Vehicles – Refrigerant systems used in mobile air<br />
Conditioning systems (MAC) – Safety requirements.<br />
US EPA Clean Air Act<br />
Guide for Sustainable Refrigerated Facilities and Systems<br />
<strong>REF</strong> Minutes 12.W – Attachment 6<br />
24
<strong>REF</strong>RIGERATION COMMITTEE MBOs – D. Scott, Chair 2011-2012 Revised: 1/24/12<br />
OBJECTIVE<br />
Responsibility<br />
Planned<br />
Completion<br />
Status<br />
1.0 Promote refrigeration-related programs, conferences and future research<br />
1.1 Promote and coordinate a two-day ASHRAE/NIST Refrigerants Conference, working with CEC.<br />
Anderson<br />
(consultant), Berge<br />
3Q 2012 Scheduled for Oct 2012, approved by CEC<br />
1.2<br />
Solicit additional expert speakers on refrigeration topics for Distinguished Lecturer program and the <strong>Refrigeration</strong> <strong>Committee</strong><br />
Speaker List.<br />
All, Chasserot TBD<br />
1 DL spot available. Additions made to <strong>REF</strong><br />
speaker list & posted<br />
1.3<br />
Evaluate results of 2010-2011 gap-analysis and develop recommendations and priorities for changes or new products and<br />
services and research needs.<br />
Pearson, Hinde,<br />
Jekel, Seeton, Royal<br />
Apr-12 <strong>Committee</strong> call Nov 14, ongoing work in progress<br />
1.4<br />
Coordinate with the refrigeration track program chair and refrigeration-related TC program subcommittee chairs to help improve<br />
refrigeration program quality and continuity from meeting to meeting.<br />
Hinde, Chasserot,<br />
Bansal<br />
Ongoing In progress<br />
1.5 Survey international chapters on needs for future programs, conferences and research. Summarize findings. Lim, Bansal May-12 In progress<br />
1.6 Survey Technical <strong>Committee</strong>s for needs (previous 1.2). Liaisons Sep-11 Complete<br />
1,7 Solicit input from ASHRAE regions, chapters and members (previous 1.3) Scott & staff Sep-11 Complete<br />
2.0 Promote chapter-level activities and educational outreach<br />
2.1 Coordinate with CTTC to determine resources and implement programs to enhance chapter activities in refrigeration. Siller, Manole Ongoing<br />
Ongoing: Materials developed and reported to<br />
CTTC by Siller Jan 2012<br />
2.2<br />
Identify one or more national retail and refrigerated warehouse chains to develop a pre-defined refrigeration technical tour<br />
which can be used by chapters across the country.<br />
Hansen, Royal Apr-12<br />
Royal working with WalMart to offer contacts to<br />
arrange tours. <strong>REF</strong> developing orientation<br />
materials<br />
2.3 Develop criteria for 1-2 sustainable refrigeration design projects for student design competitions. Jekel, Pearson, Berge Mar-12<br />
In progress, contacts made with relevant<br />
committee, probable supermarket focus<br />
2.4<br />
Work with TCs to develop the design of 2-3 hands-on, low-cost refrigeration projects for introductory college lab classes and<br />
post on <strong>REF</strong> web page.<br />
Manole, Seeton,<br />
Hansen<br />
Apr-12 Work in progress.<br />
2.5<br />
Promote and solicit award applications for Milton Garland, Comfort Cooling and Briley awards, including ASHRAE Insights<br />
articles.<br />
Lim, Hansen, Bansal Ongoing<br />
In progress, notice published by IIAR. Insights<br />
notice in Feb.<br />
2.6 Maintain and update information available on <strong>REF</strong> web site. TBD, Staff Ongoing Ongoing<br />
2.7 Submit recommendations for 2012-2013 PAOE criteria for Chapter refrigeration activities to President-Elect. Siller, Scott TBD In progress; coordinated topics with CTTC<br />
2.8 Development presentation on importance/challenges of refrigeration for Student Activities webpage (previous 3.1). Jekel, Bansal, Royal Jekel draft being sent for review.<br />
3.0 Support "Guide for Sustainable Refrigerated Facilities and <strong>Refrigeration</strong> Systems"<br />
3.1 Complete workstatement WS 1634 and identify a Proposal Evaluation Subcommittee members.<br />
Bansal, Castro, Hinde,<br />
Royal, Scott<br />
3.2 Coordinate efforts to obtain co-funding commitment. Anderson (consultant) 3-4Q 2011 In progress. UNEP decision in April<br />
3.3 Identify Project Monitoring Subcommittee members and oversee research project (if awarded).<br />
4.0 Support development of commissioning process and methods for refrigeration<br />
Anderson, Don<br />
Fenton, Hinde, Lim,<br />
Royal, Scott<br />
4.1 Coordinate with Special Project committee to support developing of refrigeration commissioning guidelines. Pearson, Scott Jan-12<br />
4.2<br />
Coordinate with TCs to promote involvement and technical contributions to development of refrigeration commissioning<br />
methods and technical procedures.<br />
5.0 Coordinate with other refrigeration-related technical organizations<br />
5.1<br />
Maintain a formal committee liaison with key refrigeration-related technical organizations including IIAR, GCCA/IARW, RETA,<br />
and potential others.<br />
Hinde, Jeckel,<br />
Manole, Siller<br />
Jan-12<br />
Ongoing<br />
Scott, Liaisons Ongoing<br />
5.2 Establish a committee liaison with Food Marketing Institute (FMI) and increase supermarket engagement. Hinde Mar-12<br />
6.0 Promote and coordinate direction of refrigeration activities within Society<br />
6.1<br />
Refine and maintain a refrigeration topics coordination report to summarize-refrigeration related activities and make available<br />
on <strong>REF</strong> web site to all related TCs and standards committees. Coordinate with TAC.<br />
6.2<br />
Coordinate with TAC, RAC and Standards committees to communicate needs and opportunities, and respond to needs of<br />
other Society committees.<br />
Jekel, Hinde, Seeton,<br />
Staff<br />
<strong>REF</strong> Minutes 12.W – Attachment 7<br />
Complete<br />
Proposals being reviewed by PES, project<br />
conditional on UNEP funding<br />
In progress<br />
Draft Special Project submittal completed<br />
ongoing<br />
main activity comes after 4.1<br />
In progress. IIAR attends <strong>REF</strong> meeting. GCCA<br />
liaison (Vallort) issues reports<br />
Discussion in progress, potential interest in<br />
research areas<br />
Ongoing In progress<br />
Jekel, Lim, Scott Ongoing In progress<br />
6.3 Review and update position documents and other papers assigned to committee as required. TBD Ongoing Refrigerants PD available -- review in Chicago
<strong>Refrigeration</strong> Survey<br />
July 2011<br />
<strong>REF</strong> Minutes 12.W – Attachment 8
Summary of proposals<br />
• Collate a <strong>REF</strong> seminar DVD from previous meetings<br />
• Run a <strong>REF</strong> basics seminar<br />
– Once?<br />
– Once a year?<br />
– More often?<br />
• Sponsored DVD<br />
• Teaching webinars on /refrigeration page<br />
• Handbook update – long term plan<br />
• Joint publication with other organisations<br />
• Co-membership<br />
• Current list of refrigeration speakers<br />
Standards and Guidelines<br />
Design Guides<br />
• General<br />
• a) Updates on refrigeration, new<br />
technologies, new standards and<br />
regulations, new codes, R&D<br />
• b) regulatory compliance<br />
• c) energy efficiency, energy efficiency best<br />
practices for groceries and cold storage<br />
• d) Specifics on ASHRAE 15 and refrigerant<br />
monitoring<br />
• e) refrigeration basics/concepts<br />
•<br />
• Refrigerant related<br />
• a) topics about new refrigerants including<br />
low temp performance, GWP issues,<br />
ramifications, pipe sizing<br />
• b) natural refrigerants<br />
• c) reduced refrigerant leakage<br />
• d) Ammonia, ammonia basics, plant safety,<br />
and ammonia topics<br />
Handbook Chapters<br />
Educational Resources<br />
Conference Technical Papers<br />
Load Calculation Tools<br />
Energy Analysis Tools<br />
Possible webinars<br />
Sofware<br />
<strong>REF</strong> Minutes 12.W – Attachment 8<br />
LEED or comparable rating tool<br />
Professional Certification Programs<br />
Commissioning Tools<br />
Case Study Examples<br />
• Equipment related<br />
• a) Refrigerant economizers<br />
• b) Booster cooling for dehumidification<br />
• c) low temp applications and practices such<br />
as cascade systems<br />
• d) Industrial refrigeration<br />
• e) VRV, VRF<br />
• f) refrigeration piping practices<br />
• g) proper selection of devices for control of<br />
refrigeration systems<br />
• h) importance of oil return and liquid<br />
feedback to compressors<br />
• i) refrigeration use and heat recovery<br />
• j) insulation for equipment piping and<br />
equipment<br />
• k) pump recirculation systems design<br />
precaution<br />
• l) hot gas defrost<br />
• m) Fruit and vegetable storage<br />
• n) walk-ins for convenience<br />
stores/restaurants