Job Hazard Analysis · HVAC
Job Hazard Analysis: Refrigerant recovery and charging
Recover refrigerant from a residential or light commercial split system or packaged unit, pressure test and evacuate, then charge with new refrigerant. Work may be at ground level, in attics, basements, mechanical closets, or on rooftops reached by extension ladder. Covers A1 refrigerants such as R-410A and R-22, and A2L mildly flammable refrigerants such as R-454B and R-32.
Published 2026-10-23
A general example for this task. Your JHA should reflect your crew, equipment and site — review it with a competent person before work starts.
Steps, hazards and controls
1. Set up: access the unit, shut off power, and lock out the disconnect.
- Electric shock from an energized 240V disconnect, contactor, or capacitorHigh
- Turn off the outdoor disconnect and the indoor breaker, then put your own lock and tag on each.
- Test for zero voltage with a meter you checked on a known live source first.
- Discharge the run capacitor with an insulated discharge tool before touching terminals.
- Wear safety glasses and keep hands dry; do not work on wet ground near the disconnect.
- Falls from an extension ladder or roof edge when reaching a rooftop unitHigh
- Use the building's fixed roof access or hatch when one exists.
- Set the extension ladder at a 4-to-1 angle, extend it 3 ft above the roof edge, and tie it off at the top.
- Haul the recovery machine and cylinders up with a rope; keep 3 points of contact on the ladder.
- If the unit is within 6 ft of an unprotected roof edge, use guardrails or a harness tied to an approved anchor.
- Heat stress in attics and on rooftopsMedium
- Schedule attic and roof work early in the day when possible.
- Drink water every 15–20 minutes and take shade breaks.
- Watch your partner for dizziness, confusion, or stopping sweating.
2. Connect the manifold gauges, hoses, recovery machine, and recovery cylinder.
- Liquid refrigerant spray causing frostbite to eyes and skin when hoses are connectedHigh
- Use hoses with low-loss fittings and close the valves before connecting.
- Point service ports and hose ends away from your face and body.
- Wear sealed safety goggles and refrigerant-rated insulated gloves.
- Overfilled or wrong recovery cylinder rupturingHigh
- Use only a gray-and-yellow DOT recovery cylinder within its hydrostatic test date.
- Put the cylinder on a scale and figure the 80% fill weight before you start.
- Set up the overfill float switch if the cylinder has one.
- Never mix different refrigerants in one recovery cylinder.
- Tripping over hoses and extension cordsLow
- Route hoses and cords along walls and out of walkways.
- Use a GFCI-protected outdoor-rated cord for the recovery machine.
3. Recover the refrigerant into the recovery cylinder.
- Refrigerant leak displacing oxygen in a basement, closet, or atticHigh
- Open doors and run a fan to move fresh air through small rooms before and during recovery.
- Check all hose connections with a leak detector once the machine starts.
- If you smell refrigerant, feel dizzy, or hear a hiss, stop the machine and get to fresh air.
- Fire from A2L refrigerant near a spark or flameMedium
- Use a recovery machine and leak detector rated for A2L refrigerants.
- Shut off gas furnaces, water heater pilots, and other flames in the room.
- No smoking and no torches within 10 ft while refrigerant is in the hoses.
- Keep a charged ABC fire extinguisher at the unit.
- Toxic gas when refrigerant touches a flame or hot surfaceMedium
- Finish recovery fully before any brazing on the lines.
- Ventilate the area and leave right away if you smell a sharp, acid odor.
4. Pressure test with nitrogen and pull a vacuum.
- Overpressure from a nitrogen cylinder without a regulatorHigh
- Always use a nitrogen regulator with a relief valve; never connect the cylinder straight to the system.
- Set pressure no higher than the unit's nameplate low-side test pressure.
- Never use oxygen or compressed air to pressure test.
- Unsecured high-pressure cylinder tipping and breaking its valveMedium
- Strap the nitrogen cylinder upright to a cart or fixed object.
- Keep the valve cap on whenever the cylinder is not in use.
- Vacuum pump oil burns and spillsLow
- Let the pump cool before changing oil; catch oil in a container.
5. Charge the system with new refrigerant.
- Liquid refrigerant contact causing frostbiteMedium
- Charge liquid slowly through the low side with a metering device, and keep the cylinder on a scale.
- Wear goggles and insulated gloves the whole time you handle hoses.
- Wrong refrigerant or overcharging the systemMedium
- Match the refrigerant type on the cylinder to the unit nameplate before connecting.
- Weigh in the charge listed on the nameplate and confirm with subcooling or superheat.
- Contact with spinning fan and live parts when the unit runs to finish the chargeHigh
- Put all panels and the fan guard back before restoring power.
- Only the person who placed each lock removes it, after telling the crew.
- Read pressures from the gauges; keep hands out of the unit while it runs.
6. Disconnect hoses, cap the ports, and check for leaks.
- Refrigerant spray from hose ends and Schrader valvesMedium
- Close the hose valves and bleed hoses back to the low side before removing them.
- Keep your face away from the port and wear goggles.
- Install the port caps with O-rings and check with the leak detector.
7. Clean up, label, secure, and transport cylinders.
- Back strain lifting a recovery machine or a full 50-lb cylinderMedium
- Use a hand truck for cylinders and machines; get help on stairs and ladders.
- Lift with your legs and keep the load close to your body.
- Cylinders shifting or overheating in the work truckMedium
- Strap cylinders upright with valve caps on in a ventilated rack.
- Do not leave cylinders in a closed cab or in direct sun.
- Label each recovery cylinder with the refrigerant type and weight.
Required PPE
- Sealed safety goggles — Impact-rated, worn any time hoses are connected, disconnected, or under pressure.
- Insulated refrigerant-resistant gloves — Neoprene or low-temperature lined gloves for handling hoses, valves, and cylinders.
- Safety glasses with side shields — At all times when not wearing goggles, including electrical testing.
- Long-sleeve shirt and long pants — Cotton or flame-resistant fabric to protect skin from refrigerant spray.
- Safety-toe work boots — Slip-resistant soles for ladders and roofs.
- Hard hat — On commercial sites, in mechanical rooms with overhead piping, and when work is overhead.
- Full-body harness and lanyard — On roofs when the unit is within 6 ft of an unprotected edge.
Training
- EPA Section 608 technician certification for the type of equipment being serviced.
- Lockout and tagout training for HVAC disconnects and capacitors.
- Hazard communication training, including reading the Safety Data Sheet for each refrigerant used.
- A2L refrigerant handling training before working with R-454B, R-32, or other mildly flammable refrigerants.
- Ladder safety and fall protection training for rooftop work.
- Safe handling, storage, and transport of compressed gas cylinders.
Emergency
If a worker collapses in an enclosed space after a refrigerant leak, do not rush in. Stop the recovery machine, open doors, and pull the worker to fresh air only if you can do it without breathing the gas. Call 911 and give the site address. For shock, kill power at the breaker before touching the person. For frostbite or eye contact, flush with lukewarm water for 15 minutes; do not rub the skin.
Official sources
- 29 CFR 1926.416 — Electrical — general requirementsecfr.gov
- 29 CFR 1926.417 — Lockout and tagging of circuitsecfr.gov
- 29 CFR 1926.59 — Hazard communicationecfr.gov
- 29 CFR 1926.102 — Eye and face protectionecfr.gov
- 29 CFR 1926.28 — Personal protective equipmentecfr.gov
- 29 CFR 1926.1053 — Laddersecfr.gov
- 29 CFR 1926.501 — Duty to have fall protectionecfr.gov
- OSHA — Heat — hazard recognition and preventionosha.gov
Make this JHA for your own job
Describe the task and the site. You get a JHA like this on your letterhead, in English and Spanish, with a crew sign-off sheet — preview free.
General information, not legal advice. Templates and examples should be reviewed by a competent person before use. HardHat Binder is not affiliated with or endorsed by OSHA.