Project Delivery Method: Integrated project delivery (IPD).

Owner Team: Hospitality franchise president, owner representative (consultant), project manager of capital projects, and facility manager (in-house staff).

Project Delivery Team: IPD refrigeration-engineer contractor (R-EC) project manager.

R-EC Project Team: R-EC supervisor, R-EC operation and maintenance (O&M) refrigerant technician, third-party commissioning consultant (CxC), and infection control consultant (IC).

2022 ASHRAE Handbook Refrigeration: Systems and practice, Chapters 1-9.

Project Type: Infrastructure improvements.

References: 2022 ASHRAE Handbook, Chapter 50, Terminology of Refrigeration; Chapter 51, Codes and Standards; ASHRAE Standard 202, Commissioning Process for Buildings and Systems; ANSI/ASHRAE Standard 15, Safety Standard for Refrigeration Systems; and ANSI/ASHRAE Standard 34, Designation and Classification of Refrigerants.

DESIGN INTENT DOCUMENT (DID)

• The R-EC system selection and design intent are based on the process outlined in ASHRAE’s educational program. A review of international treaties and initiatives that support the transition from hydrochlorofluorocarbon (HCFC) and hydrofluorocarbon (HFC) refrigerants toward non-ozone-depleting (ODP), low-global-warming-potential (GWP) substances. Based on this and other technical papers focused on ozone depletion and global warming the following DID:
  • Owner’s building program goals and additional goals  (2020 HVAC Systems and Equipment, Chapter 1).
  • System constraints and constructability constraints (2020 HVAC Systems and Equipment, Chapter 1).
  • Refrigerant inventory and proposed replacement based on existing HVAC equipment.
• Program & Project Goals:
  • Functional goals: (2020 HVAC Systems and Equipment, Chapter 1).
  • Budget goals: first cost, operating cost, and life cycle cost.
  • Timeline goals: a phased refrigeration replacement designed to replace the refrigerant in the existing equipment throughout the hospitality franchise’s refrigerant management inventory.
  • Management goals: Zero ozone depletion and global warming milestones.
• Existing Conditions:
  • Central air systems using direct expansion (DX) systems.
  • Chilled water systems using refrigerant cooling.
  • Cold boxes and refrigerators.
  • Refrigerant management software system.

DESIGN CRITERIA DOCUMENT

• The R-EC design criteria shall be in sync with:
  • The IPD project delivery method using a local refrigeration engineering and service company.
  • The owner’s project design intent requirements.  
  • A review of the proposed refrigerants and how they can be used in different HVACR applications based on theoretical and empirical analyses.
  • The design criteria being based on an analytical analysis of existing refrigeration conditions, their associated operation, and proactive maintenance management in sync with the hospitality franchise’s overall policy and procedure manual as it pertains to refrigerant management and the environment.
• The Design Criteria Shall Be Based On:
  • ANSI/ASHRAE Standard 15, Safety Standard for Refrigeration Systems.
  • ANSI/ASHRAE Standard 34, Designation and Classification of Refrigerants.
  • The next-generation refrigerant considerations, including ammonia (R-717), 2,3,3,3-Tetrafluoropropene (R-1234yf) and 1,3,3,3-Tetrafluoropropene (R-1234ze), among others, having minimal to zero GWP and ODP.
• Conceptual/Schematic Phase General Notes:
  • The R-EC design engineer shall provide system flow diagrams with each R-EC system along with automatic temperature control (ATC) sequences of operation revisions as well as bill of materials, refrigerant operation and maintenance policy and procedures, refrigerant inventory, and safe disposal of existing refrigerants by code.
  • The facility manager shall have the operations and maintenance (O&M) technicians trained to accommodate policy and procedure (P&P) changes as they work in integrated project delivery with the R-EC firm.
• Project Schedule:
  • Complete a refrigerant audit at each franchise facility within the first year.
  • Complete new refrigerant replacements within the first year.
  • Change out refrigerants and provide O&M training at a rate of one franchise per year across all five franchises.

Project Delivery Method:

• Design-Build (D-B)
• Integrated Project Delivery (IPD)
• Construction Management @ Risk (CM) with Guaranteed Maximum Price (GMP)
• Design-Bid-Build (D-B-B)

Owner Team:

• Hospitality Franchise President
• Building Program Committee
• Owner Representative (consultant)
• Project Manager of Capital Projects
• Facility Manager (in-house staff)

Project Delivery Team:

• Design-Build (D-B) Project Manager
• Construction Manager (CM) Project Manager
• Equipment Manufacturer Technician
• R-EC (Refrigerant-Engineer Contractor) Company IPD Project Manager
• Architect, Acoustical, Plumbing, Electrical, Structural, Fire Protection, and Security Consultants

R-EC Project Team:

• R-EC Supervisor
• R-EC Maintenance (O&M) Refrigerant Technician
• R-EC Commissioning Consultant (CxC)
• R-EC Energy Engineering Consultant (EEC)
• Infection Control Consultant (IC)
• Halocarbon Refrigeration Systems, Chapter 1

2022 ASHRAE Handbook Refrigeration:

• Air-Handling and Distribution, Chapter 4
• In-Room Terminal Systems, Chapter 5
• Refrigeration Containment, Recovery, Recycle, and Reclamation, Chapter 9

Project Type:

• New Construction
• Infrastructure Improvements
• Energy Audit & Retrofit
• Facility Audit & Capital Project Master Planning

References:

• 2021 ASHRAE Handbook – Fundamentals
• 2022 ASHRAE Handbook – Refrigeration
• Refer to the codes and standards located in the back of each ASHRAE Handbook for additional reference
• ASHRAE Standard 170 (Ventilation of Health Care Facilities)
• ASHRAE Standard 202 (Commissioning Process for Buildings and Systems)
• ASHRAE Guideline 0 (Commissioning Process)

DESIGN INTENT DOCUMENT (DID)

• The R-EC System Selection and Design Intent Is Based on the Process Discussed in ASHRAE Handbook Refrigeration 2022, Chapters 1-9, and Includes the Following:

  • Owner’s Building Program Goals and Additional Goals
  • System Constraints and Constructability Constraints
  • Air Filter Minimum Efficiency Reporting Value (MERV) Rating
• Program & Project Goals:
  • Functional Goals
  • Budget Goals: First Cost, Operating Cost, and Life Cycle Cost
  • Timeline Goals: Timeline Goals: Phased Refrigeration Replacement and Replace the Refrigerant in the Existing Equipment throughout the Hospitality Franchise’s Refrigerant Management Inventory
  • Management Goals: Zero Ozone Depletion and Global Warming Potential Milestones
  • Outsource Refrigeration Technicians, the Service Contract, and Refrigerant Manufacturer Contract
  • Other Goals: Environmental and Net-Zero Energy

• Existing Conditions:

  • Central Air Systems
  • General Exhaust and Toilet Exhaust

• Air Conditioning System(s):

  • Chiller Chilled Water Equipment and Packaged DX Systems

• Outdoor Air Ventilation System(s):    

  • Minimum Air-Side Economizer and 100% Outside Air Systems
  • Air Filters Based on Area Served

DESIGN CRITERIA DOCUMENT

• The R-EC Design Criteria Shall Be in Sync with:

  • Project Delivery Method
  • Owner’s Project Requirements
  • New Refrigerant Management Policy and Procedure (P&P) Manual
• The Design Criteria Shall Be Based on:
  • Analytical Analysis of Existing Refrigeration Conditions
  • ASHRAE Standard 170 - Ventilation of Health Care Facilities
  • ASHRAE Standard 202 - Commissioning Process for Buildings & Systems
  • ASHRAE Guideline 0 - Commissioning Process
  • Consideration of Next-Generation Refrigerants Addressing GWP and ODP

• Conceptual/Schematic Phase General Notes:

  • The R-EC Design Engineer Shall Provide System Flow Diagrams with Each R-EC System Along with Automatic Temperature Control (ATC) Sequences of Operation Revisions as well as a Bill of Materials, Refrigerant Operation and Maintenance Policy and Procedures, Refrigerant Inventory, and Safe Disposal of Existing Refrigerants By Code.
  • The Facility Manager Shall Have the O&M Technicians Trained to Accommodate P&P Changes as they Work in Integrated Project Delivery with the R-EC Firm.