2018 RETA Breeze May- June

RETA BREEZE

REFRIGERATING ENGINEERS & TECHNICIANS ASSOCIATION

MAY/JUNE 2018

THANK YOU RETA BOARD

Safety Information Education Programs Industry Updates

The Most Elite Installation Contractors In North America

FIND A FACTOR

We take great pride in associating with these companies. We very much appreciate the fact they are a part of our organization, and we are honored they aspire to represent Frick Industrial Refrigeration. Our product is only as good as the people who design it, build it and install it. It’s not all about the machinery, it’s about the dedicated people who make and install our renowned equipment.

Fifty of the best design, installation and service contractors in North America make up what we call our Frick Factors. They are sophisticated businesses that have strong engineering backgrounds and a great deal of field experience. You become a Frick Factor by invitation. They work hard to become a Factor and take great pride in being a member of an elite team. It is validation that they are at the pinnacle of their game and they represent the best and the brightest in our industry.

Frick, the leader in Industrial Refrigeration.

Buy with confidence, specify Frick.

www.frickrefrigeration.com

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BREEZE

e RETA Breeze is the o cial publication of the Refrigerating

Engineers & Technicians Association (RETA). RETA is an international not- for-pro t association whose mission is to enhance the professional development of industrial refrigeration operating and technical engineers. Don Chason Executive Editor 704-455-3551 Jim Barron Executive Director

PHA Team Members: Who Should Be on My Team? page 18

jim@reta.com Sara Louber Senior Director, O ce Operations

sara@reta.com Dan Reisinger Certi cation Manager dan@reta.com Mary Hendrickx

INSIDE THIS ISSUE Message from the President .............4 Epic Fail ..............................................6 Packing nut PSM/RMP Compliance Audits........8 Who should perform them? Conference Corner..........................10 See you November 6-9 in Dallas, TX

Is Your Contact Information Up to Date?.......................................17 PHA Team Members.......................18 Who should be on my team? e Refrigeration Historian ...........22 RETA’s Testing & ANSI Guru ........26 Take advantage of RETA resources e Shade Tree Mechanic...............28 Don’t lie RETA’s New Headquarters .............29 Certi cation Honor Roll.................30

Conference Manager mhendrickx@reta.com Dan Denton Chapter Relations Manager ddenton@reta.com Jim Price Education Manager jprice@reta.com

Meet John Bento ..............................11 RETA’s new Assistant Education Manager Dissecting Industrial Refrigeration ....................................12 Linear measurements Call for Annual Awards Nominations.....................................16 Send your nominations today

e information in this publication is based on the collective experience of industry engineers and technicians. Although the information is intended to be comprehensive and thorough, it is subject to change. e Refrigerating Engineers & Technicians Association expressly disclaims any warranty of tness for a particular application, as well as all claims for compensatory, consequential or other damages arising out of or related to the uses of this publication. Publication of advertisements in Breeze , or any other RETA publication, does not constitute endorsement of any products, services or advertisers by RETA and shall not be considered or represented by advertiser as such. Copyright © 2018 Refrigerating Engineers & Technicians Association.

REFRIGERATING ENGINEERS & TECHNICIANS ASSOCIATION 1725 Ferry St. SW, Albany, OR 97322 Telephone: 541.497.2955 | Fax: 541.497.2966 RETA.com

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2017-18 BOARD OF DIRECTORS CHAIRMAN Todd Metsker Parker Hanni n Corp. R/S Division PRESIDENT Eric Girven, CARO, CIRO, RAI Devault Refrigeration EXECUTIVE VICE PRESIDENT Arlie Farley, CARO, CIRO Farley’s S.R.P., Inc. TREASURER Vern Sanderson, CIRO, RAI Wagner-Meinert, LLC SECOND VICE PRESIDENT Eric Teale, CARO Cargill DIRECTORS Troy Baker Independent Contractor Bengie Branham Perdue Farms David Gulcynski, CIRO Dot Foods Inc. Keith Harper, CARO Tyson Foods Michael Hawkins Midatlantic Refrigeration, LLC Matt Hayes, CARO Wagner-Meinert, LLC Jacqueline Kirkman, CIRO Cargill Meat Solutions Frank Kologinczak III ARMSCO Bill Lape, CARO, CIRO Dean Foods Pete Lepschat, CIRO, CRES Henningsen Cold Storage, Co. Pete Roggow, CIRO, CRES Argo Merchants Group Richard Veloz, Jr., CARO, CIRO C&L Refrigeration COMMITTEE CHAIRS Gene Dumas, CARO, CIRO, RAI Nominations

FROM THE DESK OF THE PRESIDENT

Hurray, Spring has arrived. ough I enjoy all seasons I must say Spring is my favorite. Seeing the trees blossom, owers bloom… oh wait, I have to mow the lawn. Nuts! Oh well, better than snow I guess. I do enjoy Spring as my family and I plan camping trips and summer activities for the kids. Speaking of planning, some RETA Chapters, the NEPA Chapter included, take the summer o from monthly meetings to develop plans for the upcoming year. Other Chapters take this opportunity to have Outdoor

RETA President Eric Girven

Events such as BBQ gatherings or Ball games. All are a great way to engage the Chapter members and hopefully spark interest for those that are yet to join. As always, you are encouraged to bring a friend. Spring is also the timeframe for the Board of Directors to meet at HQ. ough some were unable to attend due to situations out of their control, the meeting went very well. e Board spent two very busy days together reviewing the 2017 nancials (to be presented at the Conference this Fall in Dallas, TX) as well as Committee reports, policy reviews and Board training provided by Dr. Rodgers. We were also enlightened by a bit of “RETA” history, what a very interesting start to our organization. I would like to thank Vern Sanderson for putting this presentation together. I would also like to thank all of the Board of Directors and guests for attending the Spring meeting. e work that was accomplished will greatly bene t the organization. Exciting news from RETA HQ, we have a new home! e Board of Directors has approved the purchase of a building in the Albany, Oregon area to house the future growth of your RETA Organization. As the organization continues to grow, RETA realized that our current facility (leased) was becoming too small and did not t our needs. e Board approved Mr. Barron to begin researching property in the area that would t our needs for years to come. It was a grueling process to determine which path would be best for the organization, lease or purchase. A er several discussions both directly and indirectly, the Board approved the purchase of a building. e RETA sta hope to be moved in by June 1st of this year. If your travel plans take you to the Albany, Oregon area, please stop by and say hello. Best regards, ~ Eric Girven, CARO/CIRO/RAI President, National Board of Directors

SCS Tracer Environmental Kent Harmon, Education Industrial Consultants Jodie Rukamp, Marketing SCS Tracer Environmental Bret Swanson, Membership Cool Air Mechanical, Inc. Jacqueline Kirkman, CARO National Conference Cargill Meat Solutions Matt Hayes, CARO, Publications Wagner-Meinert, LLC Jim Barron, Executive Director

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AMMONIA TRAINING At the Tex Hildebrand Training Center - “That’s what we do!” The world of industrial refrigeration is changing and we are there to assist you to stay competitive in this environment.

We are a group of dedicated instructors specializing in the arenas of Anhydrous Ammonia and General Safety. Instead of asking what type of training we provide, tell us what you need and we will develop a training protocol to suit those needs. Our locations include Fort Wayne, IN; Van Buren, AR; Fort Worth, TX; Newark, OH and Nashville, TN; as well as RETA Headquarters in Albany, OR. We also provide offerings at two accredited facilities: Polk State College in Bartow, FL and Jones County Junior College in Ellisville, MS. Can’t make it to one of our locations? WE will come to you! When you think of training… think of the Tex Hildebrand Training Group at WMi .

www.wmi-safetyservices.com Questions? Call (260)399-2387 EMAIL: Registration@WMILLC.com

RETA.com 5

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Know when it is tight enough. Please read the instructions, some valves take packing, and some take O-rings to seal the stems from leaking. When it is tight it does not mean keep jamming on it until something breaks. In my opinion, packing nuts should be jammed crazy tight. ey need to be tight enough to keep the stem sealed and they should be serviced when you do your valve cycling. Also, very few valves do not have a back seat that I have found. Open it “snug” and then you should be able to service the packing on the valve. I use a little high temp grease or never-seize to keep the packing lubricated and sealing good. If you have any questions about valves, please contact your supervisor or take a photo and send it to anyone in your Chapter. If they can’t answer the question pop o an email to the email below and I will do my best to get it answered. Y’all be safe out there. If you have photos of an epic fail please pass them on to nh3fail@gmail.com the names have been changed to protect the guilty! PACKING NUT EPIc FAIl by Arlie Farley, CARO, CIRO, Farley’s Frigeration

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safety

process hazard analysis

process safety information

operating procedure

employee participation

training

contractors

mechanical intergrity

Protection of employees

pssr

incident investigation

hot work

emergency planning response

MOC

compliance audit

trade secrets

Documentation control access

management commitment

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PSM/RMP Compliance Audits: Who Should Perform Them?

by William Lape

“ e gradual process through which unacceptable practice or standards become acceptable.” When compliance audits are conducted by facility personnel who work with the programs on a daily basis, or by the consultant who created the program in the rst place, there is o en the tendency to overlook de ciencies that have become commonplace. is leads to ongoing de ciencies that may start o as minor, but may grow into a larger, more systemic failure of the management system. e EPA has published new rules under 40 CFR Part 68 that are due to become e ective in 2019. ese rules call for audits to be conducted by third parties under certain circumstances, such as a er an RMP reportable accident. While I would argue that these third parties are o en de cient in their knowledge of the covered process and hence would struggle to comply with the existing regulations, there is a valid argument that they do o er up a “fresh set of eyes.” Assuming that third party audit requirements are not triggered, how does a facility choose who to audit their program? Viable options o en present themselves in corporate level subject matter experts. ese subject matter experts are knowledgeable in the covered process, but care should

be taken to ensure that they have been trained on proper techniques to audit not only the paper programs, but also the implementation of those programs. Another option is to retain the services of a consultant. However, care must be taken to ensure that they are knowledgeable in the covered process. A consultant whose experience is in oil and gas will not be able to audit an ammonia refrigeration program without a signi cant amount of preparation. Conversely, an auditor who is knowledgeable in ammonia refrigeration will struggle with auditing an oil or gas program. If a facility chooses to audit their own programs, care must be taken to ensure that the lead auditor is as removed from the day to day implementation of the programs as possible. It is also imperative that facility level auditors be trained in the proper audit techniques. is is most o en the de ciency found when reviewing past audits done internally. Bill Lape is Director of EHS Programs and Compliance for Dean Foods. e opinions expressed within are solely his and do not necessarily re ect the opinions, policy or position of Dean Foods Company or its a liates. Bill is a Certi ed Industrial Refrigeration Operator and a member of the National Board of Directors of the Refrigerating Engineers and Technicians Association.

When facilities are due for a PSM/ RMP compliance audit they o en ask themselves, “Can we have someone from the facility do it and save the costs of the audit?” 29 CFR 1910.110(o) and 40 CFR Part 68.58 & 68.79 specify that “ e employer (owner or operator) shall certify that they have evaluated compliance with the provisions of this section (subpart) at least every three years to verify that procedures and practices developed under this standard (subpart) are adequate and are being followed” and that “ e compliance audit shall be conducted by at least one person knowledgeable in the process.” is language indicates that as long as someone who is knowledgeable in the process takes part in conducting the audit, then it can be done by anyone, including facility personnel. However, is this really the best option? When deciding upon who is to conduct a compliance audit to ensure that the facility is fully implementing the PSM/ RMP requirements, we have to consider the fact that a “fresh set of eyes” may reveal de ciencies that might otherwise be overlooked due to the “normalization of deviance,” which was rst coined by sociologist Diane Vaughan in her book, e Challenger Launch Decision. is book was written about her study of the culture at NASA immediately prior to the Challenger disaster. e normalization of deviance is de ned as:

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cONFERENcE cORNER

Enhance Your Abilities, Become an Expert, Experience Community

e 2018 Refrigerating Engineers & Technicians Association Annual National Conference taking place November 6-9, 2018 is more than just a Conference. e RETA National Conference is a champion for those working on the ground within and for the Industrial Refrigeration Industry and provides unmatched opportunities to enhance their careers. While attending RETA 2018 you will nd colleagues, leaders, and policymakers in the elds of Operations, Engineering, Management and Compliance. ey will deliver connections, tools, learning opportunities, and strategies that you need to implement e ective professional learning to your career while obtaining PDH Credits. e RETA National Conference is the only all-encompassing program in the country that caters to all levels

of experience and positions within Industrial Refrigeration. No matter what level of career, RETA is focused on your success. Not only by o ering highly regarded educational content, but also providing exposure to networking, social opportunities, and a platform for showcasing the latest in products and services. ere is something for everyone! Join us this November in Dallas and experience RETA!

The RETA National Conference is the only all-encompassing program in the country that caters to all levels of experience and positions within Industrial Refrigeration.

On a personal note, I have decided to resign as RETA Conference Manager to pursue my dream to own my own company. Please know working here has been an unbelievable experience. I want to thank everyone with whom I have had the privilege to interact with and wish you all the very best in your professional and personal lives. My only request is that you be welcoming and patient with my successor, as it takes time to get accustomed to the RETA environment. e sta at RETA HQ are some of the best I have worked with. ey truly care about RETA and its membership. ey work quietly, tirelessly and without complaint to support and improve RETA every day. As my close friend and pen pal Herb Rosen says, “Be well!” – Warm regards, Mary Hendrickx

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THANK YOU SPONSORS RETA National conference 2018

Hello Everyone, My name is John Bento and I am RETA’s new Assistant Education Manager. I have been involved in education for the last 25 years. I was an engineer for the US Navy where I worked on both main propulsion as well as auxiliaries (AC&R, hydraulics, etc.). As I transitioned to civilian life, I became a science educator, teaching both chemistry and physics for several years. Most recently, I taught locomotive repair and electrical troubleshooting for an international certi cation program. To say that I love learning and teaching would be an understatement. My goals at RETA are to maintain and improve our excellent education program to better serve our members. I also hope to involve as many chapters as possible to create new courses or seminars that focus on what challenges members are seeing in the eld. Remember, learning doesn’t stop a er certi cation! Feel free to reach out to me at any time at john@reta.com or 541-497-2955 as I am here for you. I am thrilled to be back in Oregon a er 4 years away. In my spare time I enjoy travel (26 countries so far), all things Science Fiction, and B-movies. I also enjoy the outdoor activities like hiking and shing. meet John Bento, reta’s new Assistant Education Manager

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EDUcATION

Dissecting Industrial Refrigeration: Book 1 Round 1 L i n e ar Me a s u r eme n t s

by Sarah Selzer, Safety Services Jr. Safety Engineer, Wagner-Meinert LLC

is article contains excerpts from RETA’s Industrial Refrigeration Book 1. e reader should take care when applying the knowledge gained from reading this material in their speci c plant. It is important to consider cause and e ect when making any adjustments to facility operating conditions. Refrigeration has been used by mankind since ancient times. A solid foundation makes operations much easier. Basic math skills, a knowledge of measurements, and a knowledge of how to apply and interpret measurements is one of the fundamental skills all operators should acquire. RETA’s Industrial Refrigeration: Book 1 provides the knowledge necessary to develop these fundamental skills Many students become concerned about the math portion of the text. Math is fundamental. I believe people who have been out of school for an extended period get apprehensive because of the word math. My grandfather was a welder fabricator his entire life. He quit school in the eighth grade but laid out blanks and did advanced math his entire life. e secret was, he didn’t think of it as math. A typical day in the fabrication shop would start something like this. 1. We need to price hard facing plow shears for a six bottom John Deere plow with 16” shears. We charged 80 cents per inch of weld. is may seem like math, but grandpa would take the pencil from behind his ear and write 6 x 16 x$.80 = $ 76.80, but he didn’t consider this math he called it “ gurin”. He was good at “ gurin”, but not good at math. Many times, there would be calculations scribbled across the walls of the fabrication shop. “We need to make 20 sti ners, each sti ner is a “Half square” (triangle) with a 4” base”. Sheets came 8” x 6’. So how many sheets would we need? More “ gurin”.

A sheet would make 4 sti ners (2 triangles 4” long and 2 more turned upside down) per row so we needed 1 sheet (20/4 = 5 rows, 5 rows x 4” = 20”) much shorter than the 6’ sheet. So how many could we make from the sheet? 6’x12” per foot = 72” Each row of 4 would take 4” so 72 / 4 = 18 rows. 18 rows x4 per row = 72 sti ners. is assumed no waste or that the waste could be absorbed by the tolerance on the size of the sti ners. e point is, grandpa did complex math every day in the shop and we do too. ere should be no fear of the math in book 1. Pages 1-6 through 1-9 discuss measurements. Length is a straight-line dimension. When we measure lumber, we measure length. Closely related to length is width, also a straight-line dimension. Usually length is the long dimension

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and width is the short dimension. So, a plate 8”x 10”, the 10” would normally be considered the length and the 8” would be considered the width. In most calculations it doesn’t matter which is which. When calculating area, a plate 10” long and 8” wide has the same area as a plate 8” long and 10” wide. Both have an area of 80 square inches. Area is used for at (2 dimensional) measurements. If we wanted to know how big the oor was we would multiply the width by the height. For this calculation, we don’t care how thick the oor is. Let’s try a few. (Answers to the questions are at the end of this article). 1.1 We are moving in a new wrapping machine, it is 8’ wide. e door way is 6’ wide. Will it t? 1.2 We’re getting ready to paint the engine room oor, the room is 130’ long x 35’ wide. Each gallon of paint covers 1500 sq. . How many gallons of paint will we need? 1.3 We need to store 13 pallets (4’ x 4’) in a room, the pallets cannot be stacked. e room is 22’ wide and 31’ long, can the pallets t? Sometimes, we need to know cubic feet instead of square feet. 1.4 We have purchased 24 presents for the company picnic. Each present is 8” wide, 14” long, and 3” high. e only place to store the presents until the party is in the plant managers coat closet. e coat closet is 27” deep, 18” wide and 4’ tall. Will the presents t? 1.5 e engine room is 60’ long, 35’ wide and 20’ tall. How many cubic feet is that? Not everything has a length and width. ere are times we need to determine the circumference or the area of a circle. Book I discusses this beginning on page 1-8. e circumference (or distance around) is calculated by multiplying the diameter by π (Pie) (3.1416). is can be very useful in the engine room. 1.6 e Pulley Problem, If the diameter of a pulley is 14”, what is the circumference? In these calculations we determine the volume by multiplying the length x the width x the height.

1.7 A piece of stainless steel tubing is struck by a forkli and bent. How do we determine the size of the tube? Well chances are we could guess reasonably well. To calculate it, we measure the circumference. e circumference is 4.7124” What is the OD of the tube? Pipe sizes become a little more complicated because the outside diameter is not a nominal number. e following chart shows outside diameters of several nominal pipe sizes.

1.8 An operator discovers a bent pipe and needs to order a replacement. Again, most experienced operators can make a fairly accurate guess, but why risk it when the calculation can be done quickly. e operator measures the circumference of the pipe at 20.81” What is the pipe size? 1.9 A new water pipe (1” Schedule 40 A53) is being run through the engine room wall. e operator must drill a hole through the wall to accommodate the new pipe. What size hole saw should be used? Areas of circle are calculated utilizing the radius multiplied by the radius, multiplied by pie. We show it as R x R x 3.1416 or R2 π. For instance, a 6’ diameter circle would have a circumference (distance around of 226 inches ((6 x 12) x 3.1416) and an area of 28.27 cubic feet (3’ x 3’ x 3.1416) Continued on page 14

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Continued from page 13

packages would have a dimension of 24” wide (3x8), 14” long (1x14) and 3” high (1x3). ree packages per row. Now I multiply the height 3” x the number of rows needed 8 (24 presents / 3 per layer) = 24”. So, my presents form a stack 24” x 14” x 24”. e depth of the closet is 27” (deeper than what we need (24”)) by 18” wide (wider than what we need (14”)) and 48” tall (taller than our stack of presents (24”). SO our closet would hold twice as many presents as we need. Double presents? 1.5 We calculate the volume of the room. 60’ x 35’ x 20’ = 42,000 cubic feet. 1.6 e diameter of the pulley 14” x 3.1416 (Pie) = 43.97 inches. 1.7 e circumference is 4.7124” What is the OD of the tube? We divide the circumference by pie (3.1416) 4.7124 / 3.1416 = 1.5” e diameter of the tube. 1.8 e circumference of the pipe at 20.81”. to nd the diameter we divide the circumference 20.81 / 3.1416 (Pie) = 6.625 Looking at the chart we determine it is 6” pipe.

Volume calculations of tubes can be very useful. Volume of tubes are similar to the volumes of boxes. We multiply the area by the length. For instance, a tube 4” in diameter and 5’ feet long would have a volume of 753.9 inches or .136 cubic feet. 1.10 We are ordering concrete for 30 bollards. Each bollard utilizes 8” Schedule 40 pipe. e pipes will be 6’ long. What is the total volume of the pipes? How much concrete should we order? If you are still having trouble with these calculations, a website https://www.ixl.com/math/ has hundreds of math problems available and you can pick the types of problems you need help with. Next time, we’ll look at rates. ANSWERS: 1.1 e door is 6’ wide, the wrapping machine is 8’ wide. e hole (doorway) (6’) – the object (8’), 6-8 = -2, the door isn’t wide enough. e time to nd this out is before the wrapping machine arrives. 1.2 To paint a room 130’ long x 35’ wide. We must calculate the square footage. 130 x 35 = 4,550 sq. . en we divide the number of square feet of oor (4550) by the amount that can be painted with a gallon of paint (1500). 4550/1500 = 3.03 gallons. So, we need to buy 3 gallons and an extra quart. 1.3 We need to store 13 pallets (4’ x 4’) in a room, the pallets cannot be stacked. e room is 22’ wide and 31’ long, can the pallets t? ere are several ways to do this. is is the method I would use. How many pallets can I put in each row? 22’ wide / 4’ = 5.5 We can put ve pallets in a row (we can’t cut the pallet). How many pallets can I put in each column? 31’ / 4’ = 7.75 We can put seven pallets in a row (we can’t cut the pallet). 1.4 Will 24 presents (8” wide, 14” long, and 3” high), t in a coat closet (27” deep, 18” wide and 4’ tall)? ere are a couple of ways to do this problem as well. I like to stack my presents neat and I look at how many presents I can get per row. I can put 3 presents per row. 3 x 8” = 24” So three

1.9 What size hole do we drill to accommodate a new 1” Schedule 40 A53 water pipe?

is is a straight lookup question; no math is involved. But we still need to think about it. e chart says we need a 1.315” Dia. Hole saw. But since this is the engine room wall we will need room to re caulk it. I would select a 1.5” hole saw. If I were to install a wall sleeve, we need to put even more thought into it. To accommodate my 1.315” outer diameter water pipe I would need a pipe for the wall sleeve with at least a 1.315” inner diameter. Looking at our chart I would select a 1-1/2” Pipe for the wall sleeve. Now to accommodate the 1.900” outside diameter of my 1-1/2” pipe I would need a 2” hole saw.

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if divided by 1728 (the number of cubic inches in a cubic foot) = 62.83 cubic feet. Concrete is ordered by the cubic yard, so we must divide the cubic feet. by cubic yards. ere are 27 cubic feet in a cubic yard. If we divide 62.83 by 27 we need 2.33 cubic yards of concrete. Should you have any corrections or additional information pertaining to this article please forward them to Sara Louber at sara@reta.com.

1.10 30 bollards. Each bollard utilizes 8” Schedule 40 pipe 6’ long. e total volume is calculated by the following: 4” (radius) x 4” (radius) x 3.1416 (Pie) x 72” (the length of the pipe) x 30 (the number of pipes) = 108,573.7 cubic inches. Or

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call for Annual Award Nominations

Guy R. King Memorial Award Recognizes outstanding job performances in education and training of members nationally and locally. Elliott R. Hallowell Award Honors the member whose record of service to RETA for the current year merits special recognition and reward. Venneman Award Recognizes an outstanding RETA member for a career marked by leadership and service to the profession and the organization. Felix Anderson Award Recognizes two individuals who have worked behind the scenes at the Chapter level and who are not on the national Board. Here’s what we’d like you to do … identify who that special RETA person is in your area and jot down some reasons you think they should be honored. Send this nomination and the supporting documentation to the Executive Director Jim Barron either by email to jim@reta.com or online at www.reta.com/nominations. Nominations must be received by September 21st, 2018 in order to give the awards committee adequate time to consider the nominations.

As an association run by volunteers at both the local and national level, it gives us a lot of pleasure to honor those who choose to serve RETA in a variety of ways. Being a volunteer comes with its own personal rewards but paying homage to those who serve allows us to publicly thank these individuals for their valuable contributions to the Association. is is the time of year when we ask you to think about who, in your RETA world, merits consideration for one of our annual awards. It could be someone who always raises their hand at the Chapter meetings when a call for help goes out; or that person who approaches every situation as a teaching opportunity, furthering the understanding for those in our industry through training; or someone you just can’t imagine not having around at every RETA function, event or activity. e following awards will be given out at the annual Conference in Dallas, Texas this November. ey are named in honor of past RETA members who exempli ed a speci c strength that bene tted the RETA membership and our industry either through teaching, leadership, or service.

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With busy lifestyles most of us tend to overlook one thing or another. RETA Headquarters wants to remind you to take a moment to review your pro le and contact information to receive the latest news and information from the association. This merely takes a moment to login to your member’s only section at www.reta.com. If you have not logged in before and have questions, please locate the contact us tab at the top of the RETA homepage with a question or call our talented sta at 541-497-2955. O ce hours are 7:30 a.m. to 5 p.m. (PST). is your contact information up to date?

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PHA Team Members: Who Should Be on My Team? by Lee Pyle and Jodie Rukamp, SCS Engineers

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SAFETY

Regardless of the amount of ammonia you have on site (in a single process), you will at some point, whether for compliance with a specific regulation or in accordance with the EPA General Duty Clause, conduct a Process Hazard Analysis.

ose that have in excess of 10,000 pounds of ammonia in a single process, are required to complete a Process Hazard Analysis in accordance with the following regulations: • EPA Risk Management Program (40 CFR Part 68.67) • OSHA Process Safety Management (29 CFR 1910.119 (e)) For those with less than 10,000 pounds, the General Duty Clause mandates that you determine the potential hazards at your facility and what better way than to complete a Process Hazard Analysis. IIAR has even prepared sample “What If ” questions to help complete this analysis. Does that mean you can lock yourself in a room and ll in the IIAR “What If ” questions and then le the results in your PSM / RMP books? No. ere are many requirements (criteria) in the regulations on what constitutes a compliant PHA study. is article focuses on the PHA Team. Both EPA and OSHA have criteria coded into their regulations regarding the team: 29 CFR 1910.119 (e ) (4) and 40 CFR Part 68.X67 (d): “ e process hazard analysis shall be performed by a team with expertise in engineering and process operations, and the team shall include at least one employee who has experience and knowledge speci c to the process being evaluated. Also, one member of the team must be knowledgeable in the speci c process hazard analysis methodology being used.” Expertise in engineering and process operations. is is self-explanatory. In general, you want team members to understand basic refrigeration concepts, knowledge of refrigeration equipment and its functions as well as typical operating conditions.

Experience and knowledge specific to the process being evaluated. It is mandatory that at least one person on your team be knowledgeable of YOUR system. is could be a refrigeration operator, technician, or refrigeration contractor who assists with system operations. Knowledgeable in the specific process hazard analysis methodology being used. Whether you elect to complete the PHA in-house or use a consultant, the facilitator shall have credentials documenting that they understand the methodology being used whether you use the International Institute of Ammonia Refrigeration (IIAR) “What If ” questions or another methodology such as the American Institute of Chemical Engineers (AIChE) Hazard and Operability (HAZOP) study methodology which uses guide words to help the team de ne deviations to normal operations. is documentation can be in the form of a resume showing credentials such as schooling, engineering background, RETA certi cation, on-the-job experience, etc. is covers who SHALL attend your PHA study, but if you are going to invest the time and money to conduct this session, who SHOULD attend to get the most out of the meeting? We have all heard the saying that two sets of eyes are better than one. is is why it is recommended to have an employee who works around or near the regulated process (ammonia refrigeration system), but not directly on the process, involved as a PHA team member. is is a way to ensure a fresh perspective; the refrigeration technician does not drive a forkli all day and would not be able to address the potential

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hazards o en involved with a piece of equipment near the process. Too o en, there are simple solutions being overlooked due to that fact that they may be just out of sight to those looking in one direction, especially when you are looking at it with one set of eyes (engineering eyes). Not only is it all hands-on deck, but you should also keep “All Hands” engaged. A new perspective is key to getting the most out of the process. With this being said, why not include your Forkli Supervisor, Safety Manager, PSMCoordinator, Regional Maintenance Manager, Operations Manager, etc. Each can be a vital part in preventing incidents and/or near misses. Each role can o er a di erent scenario and/or solution. For example, your Forkli Supervisor or Safety Manager could be instrumental in communicating issues associated with not following forkli rules to their direct reports or within their training programs. Conversely, they may not even be aware of the potential hazard that their employees face with low-hanging evaporators or associated piping. e goal of the PHA Team is to forecast all possibilities of near misses and incidents prior to any occurrences happening by using the IIAR “What If ” questions or another methodology such as the American Institute of Chemical Engineers (AIChE) Hazard and Operability (HAZOP) study methodology. With the right team in place, you can brainstorm potential hazards e ectively to maximize the solutions to lead to a safe working environment.

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J. B. Embrey

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Volume XXIII The Refrigeration Historian

During a recent discussion concerning the new RETA facility being purchased in Albany, Oregon, I had an opportunity to discuss the merits of Norman Register as the “Father of NAPRAE” and the thus the “Grandfather of RETA”. I have nothing against Norman, I would bestow the honor, were it within my power, of one of the greatest Presidents in the history of the organization. However, I believe many overlook the contributions made by J. B. Embrey. J.B. was the original Secretary and Treasurer of the Practical Refrigerating Engineers’ Association. Oh yes, Mr. Sanderson and company got the answer wrong at last year’s trivia contest. However, the given answer was wrong as well. “National” was added later. What many do not know is that at the meeting in 1908 in Shreveport, Louisiana where three engineers decided to hold a meeting to form an organization to remedy “the unfortunate incompetency of many of the operating refrigerating engineers and the di culty of getting together for mutual improvement”, J.B. was there. Not only present, he volunteered to dra the letters which began the uni cation of the Refrigeration Industry. While these letters failed to move engineers to meet in 1909, J.B. did not falter. He continued to send correspondence (hundreds of letters addressed to every refrigeration operating engineer he could nd) and ultimately united enough engineers for the 1910 convention. e rst convention was held in Shreveport, Louisiana and was a

testament to J.B.’s perseverance. In the o cial minutes of the Convention the following appears “Mr. J. B. Embrey, Secretary-Treasurer, was especially honored for his unsel sh devotion to the interests of the new Association, which that gentleman modestly acknowledged.” In a sense, J.B may be considered one of, if not J.B. served as the rst Secretary of the organization, a post he held for three years. Periodically he would also serve as Treasurer. Mr. Embrey was among the 56 men and 1 woman present at the adoption of the new constitution was submitted for approval. It had been dra ed by J. B., Norman Register, and F. H. Ladd. is included the name change to “National Association of Practical Refrigerating Engineers”. More importantly the new constitution established “for the organization of State bodies to be a liated with the National Association and deriving their charters from same….” e Texas organizational Charter was approved before the end of the convention. 1st organization constitution. At the h annual convention a the father, of the RETA Chapter.

In a sense, J.B may be considered one of, if not the father, of the RETA Chapter. At the 1913 convention, Mr. Register noted: “We are going to send a similar token (a gold badge) of remembrance to Mr. Embrey,” he said, “who has served us so faithful for so long a time as Secretary.” e rigors of life had made it impossible for J.B. to attend the convention. Speci cally, a stockholders meeting of the Shreveport Ice and Brewing Company. It may be important to put into perspective J.B.’s next accomplishment. In 1915, the Southern Ice Exchange was holding it’s 26th convention (PREA / NAPRAE / RETA was holding it’s h). e Southern Ice Exchange was an organization of erce businessman who were tempered on Frozen Lakes. eir established business practices were challenged by the new refrigeration industry. eir business changing from an agricultural business (growth during winter followed by a fast Harvest) to an industrial business based upon the utilization of machines. Many times, there were con icts in the organization between the new and the old. Mr. Embrey was chosen to be an ambassador to the 1915 annual meeting of the Southern Ice Exchange. 1917 saw J.B.’s election as President of Louisiana Chapter 1. At the national convention J.B. put forth a motion to “compile useful, timely and valuable information to be included with the

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motor to pass over a cake of ice when it is lying at on the oor. e main and auxiliary carriages are built of 4’ angle iron, securely riveted together, and mounted on wheels of suitable size and grooved to t T-iron tracks.” Not much is known about J.B.’s personal life. My archives are woefully insu cient. I know not when he was born, from what parentage he emerged, or when he died. I know not where he was buried, or what lineage he le . I know almost nothing of his private life. e one notation I do note is a tragedy on March 8, 1908. J.B.’s younger brother, an employee of his at the time, committed suicide by gunshot on the third oor of the cooling tower at the Shreveport Ice and Brewery Company. J.B. was present working just below in the engine room. J.B. was the rst to reach his brother. He was pronounced dead at the scene. In the suicide note, whiskey was blamed. eir mother, in poor health at the time, took the news with much distress. As was the custom, the funeral was held in her home.

Constitution and By-Laws and to issue both in book form for use by the members.” e idea is attributed to Norman Register, but the motion was made by J.B. In 1918, J.B. le Shreveport, for the New State Ice Company of Oklahoma City, Oklahoma. It was at the New State Ice Company in 1921 that Mr. Embrey, then Plant Superintendent, would be called upon to revolutionize the ice trade. And as was typical he proceeded to educate the industry on exactly how he accomplished it. He devised a machine a er considerable experimental work to cut up ice by mechanical means. “ e machine consists of a circular saw mounted on the armature sha of a ve- horsepower motor. is motor and saw are suspended from the underside of an auxiliary carriage, which has a travel of 21” at right angles to the line of the saw, and on a track on the main carriage. e main carriage has a travel of 60” in line with the saw. e main track is secured to the oor at the proper height for the

A tragic occurrence in the life of a man devoted to the betterment of life for those working in the engine rooms all across our country. Information from the magazine and newspaper articles were used to research this article. e information used to generate this article is believed factual. Should you have any corrections or additional information pertaining to this article please forward them to the editor .

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RETA TESTINg cORNER NO. 7

RETA’s Testing and ANSI guru

Dr. Ron Rodgers, RETA’s Psychometrician (testing expert) and ANSI Accreditation Manager, has guided development of all RETA

• Moving all RETA credentialing exams to computer delivery to improve test security and tighten administrative controls • Adopting new policies and procedures to meet all ANSI 17024 Standards to preserve the quality of RETA leadership, programs and credentialing services RETA has invested over 16 years in earning and maintaining ANSI accreditation. RETA applied in 2007 and received ANSI accreditation for CARO and CIRO in March 2008. Meeting these ANSI Standards required many additional steps. • e 2007 application provided a history of RETA since 1909 and required over 750 pages of documentation. • ANSI assessors visited RETA HQ (then in Salinas, CA) in 2007 to conduct a detailed review of RETA policies, practices, and administrative procedures. • RETA re ned its policies further to meet additional ANSI 17024 Standards. ANSI also requires annual reports and periodic visits to maintain accreditation. Full applications must be submitted every ve years. RETA’s 2013 application for ANSI reaccreditation included over 1,300 pages of documentation. e 2018 application needed 1,566 pages. ANSI assigns new assessors at least once every

ve years. RETA has worked with ve teams of ANSI assessors since 2007. RETA’s new assessors visited RETA’s Albany HQ in March of this year. ey found two items that RETA corrected in March and April to meet ANSI 17024 Standards. 1. RETA added Con ict of Interest clauses to two vendor contracts. 2. RETA clari ed reaccreditation documents to support how Professional Development Hours (PDHs) provide evidence that CARO and CIRO operators have the skills and knowledge required to protect the health and safety of industrial refrigeration facilities, employees and the public when they are recerti ed. No changes in RETA procedures were needed because these steps have been operational since 2007. International agreements between ANSI and other credentialing organizations around the world also bring RETA recognition from industrial refrigeration operators and managers from other countries. Australian meat processors collaborated with RETA to convert Industrial Refrigeration Books 1 and 2 to RETA has invested over 16 years in earning and maintaining ANSI accreditation.

credentialing exams since 2002. RETA Testing Corner provides information and answers questions from RETA members, candidates and others to help them earn and bene t from RETA credentials. e American National Standards Institute (ANSI) has extended RETA’s accreditation of CARO and CIRO to March 2023 under ANSI 17024 Standards. RETA was among the rst 20 Credentialing Bodies (CBs) in the world to meet ANSI 17024 Standards inMarch 2008. Today just 75 CBs meet ANSI 17024 Standards for accreditation world-wide. RETA’s CARO and CIRO are the only internationally recognized, ANSI- accredited certi cations for industrial refrigeration system operators. RETA started its ANSI journey in 2002, a few months a er ANSI created 17024 Standards for credentialing personnel. RETA’s preparation required many steps. • Creating a rewall between the RETA Education and Certi cation Committees • Redeveloping and validating new CARO and CIRO exams to meet ANSI 17024 • Setting expiration dates for all RETA credentials as required under ANSI 17024

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international measurement units to help them train their operators. New exams using SI units will be prepared a er CARO and CIRO can be adapted to re ect how refrigeration systems are installed, operated and maintained in Australia and New Zealand. Similar e orts also may support future RETA credentials in Europe and other regions around the world. RETA exams in each new market need to re ect local operating practices in each new setting to maintain ANSI 17024 Standards. RETA also can add its new Service Technician, Certi ed Refrigeration Energy Specialist (CRES) and other credentials to its ANSI-accredited programs when data and supporting documentation can meet ANSI 17024 Standards. Each new program must be supported separately before ANSI 17024 Standards can be met. We welcome your questions about RETA’s credentialing exams and activities. Send your questions by email to Dan Reisinger at dan@reta.com.

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SERvIcE

The Shade Tree Mechanic, Volume XXXVI DON’T LIE

I have made so many mistakes in my career, I couldn’t count them all if I had too. I ordered the wrong motor for condenser #2. I put the wrong belt on the 446 and couldn’t gure out why I couldn’t take the slack out. I showed up for the wrong shi once. I le my lunch in the sun one day. I rebuilt an A4A and didn’t get the pilot hole lined up. I was taking a burr o of a sha and accidently ground a groove in it. I married the wrong woman once and I bought a 1971 Ford Maverick. I’ve made more than my share of mistakes. But I’ve never lied about it. Nothin’ gets me red up as much as being lied too. When I go out to a maintenance call and I ask simple questions like “did you check to see if it’s grounded out?” And I get “yes” instead of “I forgot to check” I get pi**ed. Tell the truth. Mr. Bradshaw says people make mistakes 15% of the time. at means we are right 85% of the time. Don’t try to pretend you’re perfect. I’m telling ya, I’ve made as many mistakes as anybody. I’ve caught stu on re that you would swear wouldn’t burn. I get that mistakes happen. But don’t lie. 99.999% of the time, if you tell me the truth we’ll get things xed and back on line a lot faster.

I don’t write up my maintenance guys for making mistakes. I know a lot of companies do, but I don’t. I’ll re someone for lying to me. Let’s think about how mistakes happen. If one of my boys makes a mistake it’s because I put them in a situation beyond their training, or

I didn’t give them enough time, or I didn’t put them in a situation where they couldn’t do it wrong. Mistakes happen. Just tell me. We’ll x it.

Don’t lie to me and make the project harder. Tell me the truth and lets get this sucker done. Iz gotta get

things back on line and get back to my shade tree. My beer’s getting warm.

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