workshop x - refrigerant management · 2018-03-18 · including environmental supervisor at the...

Workshop X

Complying with the Major Changes in the U.S. EPA’s Refrigerant Management

Program

Tuesday, March 27, 2018

3:30 p.m. to 4:45 p.m.

Biographical Information

Kirk P. Lowery, P.E., Northeast Regional Director Trinity Consultants, 110 Pulsar Place, Suite 200, Westerville, Ohio 43082

614.433.0733 [email protected] Kirk Lowery is the Director of Trinity Consultants’ Northeast Region as well as the company’s expert on refrigerant management requirements. He leads Trinity’s refrigerant compliance services through the execution of compliance audits and the development of compliance management programs driven by 40 CFR 82 regulations. Kirk has assisted with the implementation of leak rate tracking programs for refrigerant-containing appliances with full charge of 50 pounds or more and has dealt with all facets of 40 CFR 82 compliance, including classification/phase-out, import/export, transformation/destruction, motor vehicle air conditioners (MVACs), labeling, and halon requirements. Kirk is the author and primary instructor of Trinity’s half day refrigerant regulatory workshop that has been provided across the nation since 2005 as well as several recent presentations and webinars on the new rules. Kirk also oversaw the implementation of the refrigerant compliance program for The Boeing Company’s Wichita, Kansas facility during his five plus years managing the air quality program for the facility. Kirk is a certified Professional Engineer in the states of Kansas and Ohio and a member of the Air & Waste Management Association. He received a Bachelor’s degree in aeronautical & aerospace engineering and a Master’s degree in environmental engineering, both from Purdue University.

Sherry L. Hesselbein Group Counsel – Environmental, Safety & Security Law

Marathon Petroleum Company LP, 539 South Main Street, Findlay, Ohio 45840 419-421-4616 [email protected]

Sherry Hesselbein is Group Counsel of the Environmental, Safety and Security group in Marathon Petroleum’s Legal Department. She joined the group in 2010 as the remediation attorney. She then counseled refining on environmental compliance and served as the Legal Department’s subject matter expert on the Clean Air Act. Sherry has also advised the company on fuels compliance and product quality matters before assuming her current role. Sherry has held multiple temporary assignments including Environmental Supervisor at the Catlettsburg Refinery. Prior to joining Marathon, Sherry was an associate in the Columbus office of Ulmer & Berne LLP practicing in the areas of environmental and construction law and an assistant attorney general with the Ohio Attorney General's Office Environmental Enforcement Section. Marathon Petroleum is a member of the American Petroleum Institute (API), the American Fuel and Petrochemical Manufacturers (AFPM), the National Association of Manufacturers and other trade associations. Part of Sherry’s role is to represent Marathon Petroleum on the legal committees of these associations. Sherry holds a J.D. from The Ohio State University Moritz College of Law and a B.S. in earth, atmospheric and planetary science from the Massachusetts Institute of Technology. She is a member of the Association of Corporate Counsel and the Ohio State Bar Association. She is also a past Secretary and member of Women for Economic and Leadership Development (WELD).

27th Annual Business & Industry’s Sustainability and Environmental, Health & Safety Symposium

Workshop X – Complying with the Major Changes in the U.S. EPA’s Refrigerant Management Regulations

Kirk Lowery, Trinity ConsultantsSherry Hesselbein, Marathon Petroleum Company LP

March 27, 2018

Introductiontorefrigerantrulesandbasicrefrigeranttypes

Refrigerantphaseoutorphasedown EPA’sSignificantNewAlternativesPolicy(SNAP)Program

MontrealProtocol Applianceservicingrequirements

EPA’s11/18/2016rulerevisions TipsforfacilitiesandHVAC/Rcontractors Q&A

Workshop X Overview

MontrealProtocol

CleanAirAct,

TitleVI

40CFRPart82

Introduction to Environmental Requirements for Refrigerants

Internationaltreaty – establishedin1987inresponsetoholeinozonelayerthatformsoverAntarctica Targetsozonedepletingsubstances(ODSs) Amendedseveraltimesusing“worstfirst”

approach;recentlyamendedtotargetnon‐ODSs

U.S.laworstatute – givesEPAauthoritytodeveloprulestoimplementMontrealProtocol EPArule – whatyouhavetocomplywithonday‐to‐daybasis

Basic Refrigerant Types (1 of 2)

CFCs– chlorofluorocarbons(e.g.,R‐11,R‐12) 1stgenerationrefrigerants ClassIODSswithozonedepletionpotential(ODP)>0.2 Productionphasedoutsince1996

HCFCs– hydrochlorofluorocarbons(e.g.,R‐22,R‐141b,R‐142b) 2ndgenerationrefrigerants ClassIIODSswithODP<0.2 Productionbeingphasedoutby2020

(R‐22phaseoutstartedin2010)

Basic Refrigerant Types (2 of 2)

HFCs– hydrofluorocarbons(e.g.,R‐134a,R‐407C,R‐410A) 3rdgenerationrefrigerants non‐ODS,butseveralhavehighglobalwarmingpotential

(GWP) Productiontargetedforfuturephasedown

Nextgenerationrefrigerants Non‐ODSandlowGWP Hydrocarbons‐ e.g.,R‐290(propane),R‐600a(isobutane) Hydrofluoroolefins(HFOs)– e.g.,R‐1234yf HFC/HFOblends‐ e.g.,R‐448A,R‐449A

How Do EPA’s Refrigerant Rules Impact Facilities and HVAC/R Technicians/Contractors?

CFCsphasedoutofproductionin1996(e.g.,R‐11,R‐12) HCFCsbeingphasedoutofproduction(e.g.,R‐22)by2020 HFCsnowtargetedforphasedown SNAPProgramapproves/disapprovessubstitutes Reducessupplyandincreasescost

Techniciancertifications Evacuation&recovery(noventing) Disposalrequirements Salesrestrictions Leakrepairprovisionsforunitswithfullcharge≥50lbs Promotesrecovery,recycling,&reclamation

1. PhaseOutofSpecificRefrigerants

(SubpartsA,C,G,&I)

2.RequiredPracticesWhenWorkingonACUnits

(SubpartsB&F)*

*CommonlyreferredtoasCleanAirActSection609(mobile)andSection608(stationary)provisions

1. Developments in Refrigerant Phase Out

Schedules

HCFCproductionphaseoutschedule 2015=90% 2020=99.5%overalland100%forR‐22&R‐142b 2030=100%

R‐22quandary EPAproductionallocations

=13millionlbs(2017),9millionlbs(2018),&4millionlbs(2019)

EPAestimatesrecycle/reclamation<10millionlbs/yearin2016

Representonlyafractionofthe~200millionlb/yearserviceneedintheU.S.

CostsforR‐22havealreadyrisen10xsince2006

HCFC Phase Out is Here

HFCs(e.g.,R‐134a,R410A),whicharethemostcommonreplacementforHCFCs,arethenewtargetsincetheyarepotentGHGs

HFCtargetingmechanisms EPA’sSNAPProgram KigaliAmendmenttoMontrealProtocol Expansionof40CFR82,SubpartF(i.e.,CAASection608)provisionstonon‐ODSsubstitutes(willcoverinSection2)

HFCs are the New Target

StemsfromformerPresidentObama’sClimateActionPlan,6/2013 ObtainedsignificantprivatesectorcommitmentstoreducerelianceonHFCsfromHFCproducers,appliancemanufacturers,andotherend‐users

Avoids>700MMmetrictonsofCO2eemissions EPAremovedSNAPapprovalofseveralHFCsinspecificend‐uses SNAPRules20(2015)and21(2016) CourtvacatedRule20on8/8/2017(appealhasbeenfiled)

HFCs are the New Target – SNAP Program

HFCphasedownwithinKigaliAmendmenttoMontrealProtocol,10/15/2016 2019‐ 10% 2024‐ 40% 2029‐ 70% 2034‐ 80% 2036‐ 85% Relativeto2011‐2013HFCbaseline+15%ofHCFC/CFCbaseline

TrumpAdministrationexpectedtoratifysincehasindustrybacking?

HFCs are the New Target – Kigali Amendment

Facilitymanagersmustdevelopinventoryofappliances(age,size,refrigeranttype)toquantifyexposuretoexpectedriseinrefrigerantcosts

Watchforavailabilityofnextgenerationrefrigerants(e.g.,HCs,HFOs,HFO/HFCblends) ObtaininputfromappliancemanufacturersandHVAC/Rcontractors

AnalyzenewAC/Runitinstallationsandretrofitsbasedonavailablecostdataandunitlifetimes IfR‐410Aisfacinganimpendingphasedown,doesitmakesensetoswitchyourR‐22unittoR‐410A?

How Should Facilities Prepare for Impending Refrigerant Phase Outs?

2. Developments in Required Work Practices

when Servicing Refrigerant Containing

Appliances

Subpart F Matrix by Appliance & Refrigerant Type (prior to rule revision)

CategoryVenting

ProhibitionSales

RestrictionsEvacuation

Req’sTechnician

CertsDisposal

Req’sLeak Repair Provisions

Appliances w/ Non-ODS Substitutes

Yes(unless listed as

exempt)

No No No No No

Small Appliances(≤ 5 lbs ODS)

Yes Yes Yes(specific)

Yes Yes(specific)

No

MediumAppliances(> 5 lbs & < 50 lbs ODS)

Yes Yes Yes Yes Yes(no explicit records)

No

Large Appliances(≥ 50 lbs ODS)

Yes Yes Yes Yes Yes Yes

Leak Rate Provisions for Comfort Cooling Appliances – Overview (prior to rule revision)

Applicabletounitswithfullcharge≥50lbsODS‐containingrefrigerant Applicabilitydeterminedonacircuit‐by‐circuitbasis

Iftheleakrate≥applicable“triggerrate”(15%forcomfortcoolingappliances) Theleakshouldberepairedwithin30days*,or Thesystemshouldberetrofitted(within1year),or Thesystemshouldberetiredfromservice(within1year)

*Oneoptiontoextendrepairwindow– mothballing(evacuation&shutdown)

Servicingrecordsrequired Date&typeofservice Amountofrefrigerantadded Date&amountofrefrigerantpurchased(ifaddownrefrigerant)

Leak Rate Calculation – It’s a Projection of Amount Lost if Not Repaired for a Year

Rulealsoallowsforuseoftherollingaveragemethod,buttheannualizingmethodis,byfar,themostcommonlyusedmethod.Notealsothatonlyoneleakratecalculationmethodcanbeusedperfacility.

Leak Rate Calculation Example

100addedlast t refrigeran since days 7day/yr 365

charge fullin t refrigeran lbs 250addedt refrigeran lbs 2

Determinestheamountofrefrigerantthatwould leakoutinayearifnothingdone

Example(using“AnnualizingMethod”):Day1‐ Unitfullychargedwith250lbsofR‐22Day8‐ Unitfoundtohavelost2lbsofR‐22

LeakRate=41.7% =

Refrigerant Servicing Rule Revisions Rulerepresentsoverhaulof40CFR82,SubpartF

Finalizedon11/18/2016(81FR82272) Includes3primarycategoriesofchanges

Extensiontonon‐ODScontainingsubstitutes Revisedappliancedisposalrequirements Revisedleakrepairprovisionsforapplianceswithfull

charge≥50lbs Staggeredcompliancedatesof1/1/2017,1/1/2018,&1/1/2019

Substitutesaredefinedasrefrigerants,withthefollowingsubcategories: Non‐exemptsubstitutes‐ subjecttoallprovisionsofrule,includingsalesrestrictions,evacuation,recovery/recyclingequipment,techniciancertification,leakrepair,andreclamationprovisions

Exemptsubstitutes‐ exemptfromallprovisionsofrulewhenusedinapprovedapplications

Extension to Non-ODS Substitutes, 1/1/2017

Newlymanufacturedrecovery/recyclingequipmentmustbecertified,1/1/2017 (82.158)

Restrictiononsaleofrefrigerant,1/1/2017&1/1/2018 [82.154(c)‐(d)]

Techniciansmustbecertified,1/1/2018[82.161(a)]

Evacuationrequirementsfordisposaloropeningofappliances,1/1/2018 [82.155&82.156(a)‐(d)]

Leakrepairprovisionsastheyapplytoapplianceswithfullcharge≥50lbsrefrigerant,1/1/2019(82.157)

Extension to Non-ODS Substitutes –Highlights

8/10/2017letterfromEPAtoindustrygroupsindicatesitmay: Revisitaspectsofextensiontonon‐ODSsubstitutesand Considerfeasibilityofmeeting1/1/2018

compliancedate UnifiedAgendaindicatesproposalexpectedin4/2018and

finalactionby12/2018

Late Breaking News – EPA May Revisit Portions of Subpart F Revision

January2018TrinitycallwithEPA Proposedruleupdatebeingdrafted,targeting12/2018finalrule

Revisionwillfocusonthe2016extensiontonon‐ODSsubstitutes

Changestorequirementswithpre‐01/01/2019compliancedatesareunlikely

Late Breaking News – EPA May Revisit Portions of Subpart F Revision

Twooptionsforfinalprocessors(e.g.,scraprecyclers,landfills)whendisposingofsmall(≤5lb)appliances* Option1– evacuateandrecoverrefrigerant Option2– verifythatrefrigeranthasbeenevacuatedpreviouslyvia

A)signedstatementsorB)contract

2016rule Relocatestheseprovisionsfrom82.156(f)&82.166(i)to82.155 UnderOption2,addsrequirementtoobtainsignedstatementwhen

allrefrigerantinanappliancehas“leakedout”priortodeliveryduetounavoidableoccurrences

Effectivedate=1/1/2017forODS‐containingrefrigerantsand1/1/2018fornon‐exemptsubstitutes

Revised Small Appliance Disposal Requirements

*AlsoappliestodisposalofMVACsandMVAC‐likeappliances

2016ruleaddsexplicittechnicianrecordkeepingrequirementsfordisposalofapplianceswithfullcharge>5lbsand<50lbs[82.156(a)(3)] Companyname Locationoftheappliance Dateofrecovery Typeofrefrigerantrecoveredforeachappliance Thequantityofrefrigerant,bytype,recoveredfromalldisposed

appliancesineachcalendarmonth Thequantityofrefrigerant,bytype,transferredforreclamation

and/ordestruction Thepersontowhomitwastransferred Thedateoftransfer

Owners/operatorsonlyrequiredtomaintaintheserecordsifdirectlyemploytechnicians

New Medium Appliance Disposal Requirements, 1/1/2018

Revisions to Leak Repair Provisions for ≥ 50 lb Units – Highlights, 1/1/2019

Extendsapplicabilitytoappliancesthatcontainnon‐exemptsubstitutes(e.g.,HFCs) Expectingproposedruletorevisitthisportionofthe

newrule Lowersallowableleak(orrepair“trigger”)rates[82.157(c)(2)] Comfortcooling&otherunits‐ 15%to10% Commercialrefrigeration– 35%to20% Industrialprocessrefrigeration‐ 35%to30%

Revisions to Leak Repair Provisions for ≥ 50 lb Units – Highlights, 1/1/2019 Initialandfollow‐upverificationtesting

Nowrequiredforallappliancetypes,includingcomfortcoolingandcommercialrefrigeration(wasonlyreq’dforindustrialunitspreviously)

Shortenswindow forperformingfollow‐upverificationtestfrom30daysto10daysofinitialverificationtestoroftheapplianceachievingnormaloperatingcharacteristicsandconditions

Standardlistofextensionsto30‐dayrepairwindowforallappliancetypes Mothballing,industrialprocessshutdown(IPS)required,necessary

partsunavailable,radiologicalcontaminationissues,&otherrulesmakerepairwithinwindowimpossible

Establishesleakinspectionrequirementsifexceedallowableleakrates[82.157(g)] Commercial/industrialprocessrefrigeration≥500lbs–

quarterly,until4consecutivequartersw/noleaksaboveallowableleakrate

Allotherunits≥50lbs– oncepercalendaryear,until1yearw/noleaksaboveallowableleakrate

Mustbeperformedbycertifiedtechnicians Notrequiredifequippedwithautomaticleakdetection

system


Reportingrequiredforappliances≥50lbsthatleakmorethan125%oftheirfullchargeincalendaryear[82.157(j)] “Chronicleaker”provision Calculation=amountadded/fullcharge(donotuse

standardleakratecalculationmethodsforthispurpose)

Due3/1offollowingyear


Expandedservicingrecords(ID/locationofappliance,dateofservice,partsofapplianceservicedandtypeofservicemadetoeachpart, nameofpersonperformingtheservice,amount andtype ofrefrigerantaddedtoorremoved,fullcharge,leakrate,leakratemethodused)

Expandedfullchargerecords(fullcharge,methodused,revisions,anddateofrevisions)forallfullchargemethods

Expandedverificationtestrecords(locationofrepairstested,date,type,andresults)

Addsexplicitrecordsformothballing(dateandreturntoservice) Addsexplicitrecordsforseasonalvariance(datesofremovaland

correspondingaddition) Addsrecordsofleakinspections(date,methodused,leaklocations,and

certificationthatallvisiblepartsinspected) Addsrecordsforautomaticleakdetectionsystems(installation,annual

auditandcalibration,anddate/locationofleaksdetected) Purgedrefrigerantrecords(whenexemptingfromleakratecalculations) CopiesofreportsandrequestssubmittedtoEPA Copiesofretrofit/retirementplans

Red=New

Revisions to Leak Repair Provisions for ≥ 50 lb Units – Recordkeeping [82.157(l)], 1/1/2019

Revisions to Leak Repair Provisions for ≥ 50 lb Units – Clarifies Who is Responsible for Records [82.157(l)(2)], 1/1/2019

Similarlanguageinleakinspection(l)(3)andverificationtesting(l)(5)recordkeepingprovisions

Eliminatesone‐timenotificationofacquisitionofcertifiedrecovery/recyclingequipment(effectivedate=1/1/2017)

Requiresnotifications/[email protected][82.157(m)](effectivedate=1/1/2019) E.g.,repairwindowextensionrequests,chronicleakerreports

CanusenowperEPA

Revisions to Leak Repair Provisions –Notifications & Reporting

Subpart F Matrix by Appliance & Refrigerant Type (after rule revision)

CategoryVenting

ProhibitionSales

RestrictionsEvacuation

Req’sTechnician

CertsDisposal

Req’sLeak Repair Provisions

Appliances w/ Exempt Substitutes

No No No No No No

Small Appliances(≤ 5 lbs ODS or Non-Exempt Substitute)

Yes Yes

Applies to Non-Exempt Subs on:1/1/17 – Used Ref1/1/17 – Appliances1/1/18 – New Ref

Yes(specific)

Applies to Non-Exempt Subs on:1/1/18

Yes


Yes(specific)

“Leaked out” Records Req’d on:1/1/17 – ODS1/1/18 – Non-Exempt Subs

No

MediumAppliances(> 5 lbs & < 50 lbs ODS or Non-Exempt Substitute)

Yes Yes


Yes


Yes


Yes

Explicit Records Req’d on:1/1/18 – ODS1/1/18 – Non-Exempt Subs

No

Large Appliances(≥ 50 lbs ODS or Non-Exempt Substitute)

Yes Yes


Yes


Yes


Yes


Yes

82.156(i) Applies thru:12/31/18 – ODS

82.157 Applies starting:1/1/19 – ODS1/1/19 – Non-Exempt Subs

UseEPArequiredworkpracticespreviouslyreservedforODS‐containingrefrigerants(e.g.,R‐12,R‐22)onnon‐ODSsubstitutes(e.g.,R‐134a,R‐410A) Certifiedtechnicians Certifiedrecovery/recyclingequipment Requiredrefrigerantevacuationlevels

Implementchangestoappliancedisposalrecordkeepingsystem

Preparefornewleakrepairprovisionson≥50lbunits Conductinitialandfollow‐upverificationtestingforallleaks Implementsystemtomaintainnewrecords Testdrivein2018

How Should Facilities Prepare for Subpart F Revisions?

Questions?ContactInformation:KirkLowery,P.E.(614)433‐[email protected]

SherryHesselbein(419)421‐[email protected]

EQarticleprovidedat:https://www.trinityconsultants.com/news/federal/refrigerant‐rule‐revisions‐‐is‐your‐facility‐preparedCompletesummarytableinPDFformatprovidedat:http://www.trinityconsultants.com/Documents/Summary‐of‐Key‐Revisions‐to‐Refrigerant‐Management‐

Changes to Subpart F SectionsOldRule 82.152‐ Definitions 82.154– Prohibitions 82.156– Requiredpractices;(i)

includesleakrepairprovisions 82.158– Standardsforrecycling

&recoveryequipment 82.160– Approvedequipment

testingorganizations 82.161– Technician

certification 82.162– Certificationbyowners

ofrecovery&recyclingequipment

82.164– Reclaimercertification 82.166– Reporting&

recordkeepingrequirements

NewRule 82.152‐ same 82.154– same 82.155– Safedisposalof

appliances 82.156– Properevacuationof

refrigerantfromappliances;(i)appliesuntil1/1/2019

82.157– Appliancemaintenance&leakrepair(appliesstaring1/1/2019)

82.158– Standardsforrecoveryand/orrecyclingequipment

82.160‐ same 82.161– same 82.162– deleted 82.164‐ same 82.166– Reporting&

recordkeepingrequirementsforleakrepair(until1/1/2019)

Blue = newRed = revisedGreen = deleted

Summary of Changes by Effective Date (1 of 3)

Effective Date Rule Provision/Citation01/01/2017 Sales restrictiononusednon‐exemptsubstitutes,82.154(d)01/01/2017 Salesrestriction onapplianceswithnon‐exemptsubstitutes

(servicingaperture/processstub),82.154(e)01/01/2017 Certificationofnewmanufactured/importedrecovery/recycling

equipmentforusewithnon‐exemptsubstitutes,82.15801/01/2017 Non‐exemptsubstitute reclaimer certification,82.16401/01/2017 Eliminationofone‐timenotificationofacquisition ofcertified

recovery/recyclingequipment,82.162ofoldrule01/01/2017 Newdefinition ofcomfortcooling,82.15201/01/2017 Modified definitionofdisposal tocovervandalismandintentional

cuttingofrefrigerantlines,82.15201/01/2017 Approvedequipmenttestingorganizationsmustpublishonlinelist

ofcertifiedrecovery/recyclingequipment,82.160(e)(1)

Effective Date Rule Provision/Citation01/01/2017 Signedstatement requirementineventallODS‐containing

refrigerantleakedoutpriortodeliveryofsmallappliances,MVACs,andMVAC‐likeappliancesfordisposal,82.155

01/01/2018 Signedstatement requirementineventallnon‐exemptsubstitutesleakedoutpriortodeliveryofsmallappliances,MVACs,andMVAC‐likeappliancesfordisposal,82.155

01/01/2018 Sales restrictiononnewnon‐exemptsubstitutes,82.154(c)(1)01/01/2018 Small(≤2 lb) cansofnon‐exemptsubstitutesforMVACsmust be

equippedwithself‐sealingvalves,82.154(c)(2)01/01/2018 Techniciansmustbecertifiedtomaintain,service,repair,or

dispose* ofappliancescontainingnon‐exemptsubstitutes,82.161(a)

01/01/2018 Approvedtechniciancertificationprogramsmustpublishonlinelistoftechnicianstheyhavecertifiedonorafter01/01/2017,82.161(b)(6)


*Consistentwithpreviousrule,techniciansdonothavetobecertifiedtodisposeofsmallappliances,MVACs,andMVAC‐likeappliances.

Effective Date Rule Provision/Citation01/01/2018 Evacuationrequirementsfordisposal and/oropeningof

appliancescontainingnon‐exemptsubstitutes,82.155&82.156(a)‐(d)

01/01/2018 Recordkeepingrequirements fordisposalofapplianceswithfullcharge>5lbsand<50lbs,82.156(a)(3)

01/01/2019 Revised leakrateprovisionsforapplianceswithfullcharge≥50lbsrefrigerant,82.157
