11.7 - Leak Repair Recordkeeping and Regulatory Reference
Module: Standalone Reference Appendices and Instructor Resources
Purpose: One consolidated reference for current Section 608 ozone-depleting-refrigerant leak-repair requirements, related recordkeeping, refrigerant retailer records, safe-disposal records, and the separate current AIM Act HFC/substitute leak-repair framework
Regulatory verification date: August 14, 2026
Primary current authorities: 40 CFR §§ 82.154-82.157 and 40 CFR § 84.106
Current eCFR status checked: Title 40 displayed as up to date through August 12, 2026
Critical source-control rule: Current Section 608 ODS leak repair and current AIM Act HFC/substitute leak repair are separate regulatory pathways. Do not combine their charge thresholds or applicability rules.
How to Use This Reference
When an appliance is leaking, do not begin by memorizing a percentage.
Use this sequence:
1. IDENTIFY THE REFRIGERANT.
2. IDENTIFY THE FULL CHARGE.
3. IDENTIFY THE APPLIANCE APPLICATION.
4. DETERMINE WHICH CURRENT FEDERAL LEAK-REPAIR PROGRAM APPLIES.
5. CALCULATE / EVALUATE THE LEAK RATE.
6. APPLY THE CORRECT TRIGGER RATE.
7. REPAIR OR FOLLOW THE APPLICABLE RETROFIT / RETIREMENT PATH.
8. COMPLETE REQUIRED VERIFICATION TESTS.
9. COMPLETE REQUIRED LEAK INSPECTIONS.
10. KEEP / PROVIDE THE REQUIRED RECORDS.
11. CHECK CHRONIC-LEAKER REPORTING.
The most important current distinction is:
SECTION 608 §82.157
→ qualifying ODS appliances
→ 50 lb or more full charge
versus:
AIM ACT §84.106
→ qualifying HFC / substitute appliances
→ 15 lb or more full charge
→ subject to stated exclusions
→ effective January 1, 2026
1. Current Section 608 Leak-Repair Applicability
1.1 What § 82.157 Currently Covers
Current 40 CFR § 82.157 applies to appliances with a full charge of:
50 lb OR MORE
of:
- A class I refrigerant.
- A class II refrigerant.
- A blend containing a class I or class II refrigerant.
The section does not apply to appliances containing solely substitute refrigerants.
Applicability Table
| Condition | Current § 82.157 Leak-Repair Rule? | Reason |
|---|---|---|
| 49 lb of R-22 | No, based on full charge | Below the 50-lb threshold |
| 50 lb of R-22 | Yes, if other applicability conditions are met | Exactly 50 lb meets the “50 or more” threshold |
| 500 lb of R-22 | Yes | Class II ODS and above threshold |
| 600 lb of CFC-12 | Yes | Class I ODS and above threshold |
| 600 lb blend containing a class I or II ODS | Yes | Blend contains an ODS covered by the rule |
| 600 lb of an HFC-only refrigerant | No under § 82.157 | Substitute-only appliance is outside current § 82.157 leak-repair scope |
| 600 lb HFC-only commercial refrigeration appliance | Evaluate separate § 84.106 | Current AIM Act pathway may apply |
| 18 lb residential R-410A split system | Not § 82.157; evaluate AIM exclusion | HFC-only; residential/light-commercial A/C and heat-pump exclusion may apply under § 84.106 |
High-Priority Precision
Older wording often says:
MORE THAN 50 lb
Current § 82.157 says:
50 lb OR MORE
For current regulatory precision:
50 lb
→ INCLUDED
2. Current Section 608 ODS Trigger Rates
For a qualifying § 82.157 appliance, the trigger rate depends on the application category.
2.1 Master Trigger-Rate Table
| Appliance Category | Current § 82.157 Trigger Rate | Exam Memory |
|---|---|---|
| Industrial process refrigeration (IPR) | 30% | IPR -> 30% |
| Commercial refrigeration | 20% | Commercial -> 20% |
| Comfort cooling | 10% | Comfort -> 10% |
| Other covered appliances | 10% | Other -> 10% |
These leak rates are expressed as the percentage of the appliance’s full charge that would be lost over a 12-month leak-rate basis if the current loss rate continued.
Fast Memory Rule
30
20
10
in this order:
IPR
COMMERCIAL
COMFORT / OTHER
3. Historical 35% and 15% Values Are Obsolete
Older EPA 608 training materials often contain:
35%
35%
15%
15%
Those values are historical, not current § 82.157 trigger rates.
3.1 Historical Versus Current
| Appliance Category | Historical Value | Current § 82.157 Value | Status for Current Study |
|---|---|---|---|
| Industrial process refrigeration | 35% | 30% | Historical value obsolete |
| Commercial refrigeration | 35% | 20% | Historical value obsolete |
| Comfort cooling | 15% | 10% | Historical value obsolete |
| Other appliances | 15% | 10% | Historical value obsolete |
Do Not Memorize
COMMERCIAL = 35%
for a current Section 608 question.
Use:
COMMERCIAL = 20%
Why Old Sources Can Be Wrong in Two Ways
An older source can be outdated because it:
- Uses the former
35% / 15%trigger table. - Treats HFC-only appliances as if current § 82.157 leak repair still applies to them.
Current field compliance requires the correct 2026 program classification.
4. Leak Rate Is a Percentage of Full Charge
A trigger rate is not a fixed number of pounds.
Example:
20% leak rate
does not mean:
20 lb leaked
The number of pounds represented by 20% depends on the appliance’s full charge.
For a 500-lb appliance:
For a 1,000-lb appliance:
The regulatory leak rate is evaluated using the prescribed calculation method, not simply by comparing pounds added with the numerical percentage.
5. When the Leak Rate Must Be Calculated
Under current § 82.157, the owner or operator must calculate the leak rate each time refrigerant is added to a covered appliance, except where the addition is:
- Immediately following a retrofit.
- Immediately following installation of a new appliance.
- A qualifying seasonal variance.
Persons adding or removing refrigerant must provide the owner or operator with the required service documentation after the service.
Technician Reminder
TECHNICIAN ADDS / REMOVES REFRIGERANT
→ DOCUMENTATION DUTY
OWNER / OPERATOR
→ LEAK-RATE CALCULATION AND COMPLIANCE DUTY
The regulation assigns responsibilities to both the service provider and the owner/operator.
6. Current Section 608 Corrective Action
When a qualifying ODS appliance exceeds the applicable current trigger rate, the owner or operator generally must:
REPAIR
or:
RETROFIT / RETIRE
under the applicable regulatory pathway.
6.1 Repair Deadline
The ordinary repair period is:
30 days
from when refrigerant is added to an appliance that exceeds the applicable leak rate.
If an industrial process shutdown is required:
120 days
is substituted for the ordinary 30-day period.
Allowed extensions exist under specified conditions. Do not assume an extension exists merely because a repair is inconvenient.
6.2 Certified-Technician Leak Inspection
When a covered appliance exceeds its trigger rate:
CERTIFIED TECHNICIAN
→ conducts leak inspection
→ identifies leak location
The technician selects method or methods appropriate to the appliance and inspects visible and accessible components subject to the rule’s stated accessibility and safety exceptions.
7. Initial Verification Test
A leak-location test and an initial verification test are not the same thing.
The leak-location inspection identifies where refrigerant is leaking.
The initial verification test confirms that the attempted repair has held.
7.1 Timing
Unless additional time is granted, the initial verification test must occur within the applicable:
30-day
or:
120-day IPR shutdown
repair period.
7.2 Repair Without Evacuation
If the repair can be completed without opening or evacuating the appliance:
REPAIR
→ INITIAL VERIFICATION
→ BEFORE ADDING ADDITIONAL REFRIGERANT
7.3 Repair Requiring Evacuation
If the appliance or isolated portion must be evacuated:
REPAIR
→ INITIAL VERIFICATION
→ BEFORE ADDING ANY REFRIGERANT
7.4 Failed Initial Test
If the initial verification test indicates the repair was unsuccessful, additional repairs and initial verification tests may be performed within the applicable repair period.
8. Follow-Up Verification Test
A current § 82.157 covered repair also requires a follow-up verification test.
8.1 Current Timing
The follow-up test must be performed within:
10 days
of:
- The successful initial verification test, or
- The appliance reaching normal operating characteristics and conditions when the appliance or isolated component was evacuated for the repair.
Critical Current Value
FOLLOW-UP VERIFICATION
→ 10 DAYS
Do not substitute an older or simplified 30-day statement for the current § 82.157 follow-up-test timing.
8.2 Purpose
The follow-up test demonstrates that the leak where the repair attempt was made remains repaired.
If testing at normal operating conditions is unsafe or otherwise impossible, the current rule provides the stated alternative where practicable.
9. Verification Sequence
Use this sequence:
LEAK-RATE EXCEEDANCE
→ LEAK INSPECTION
→ IDENTIFY LEAK
→ REPAIR
→ INITIAL VERIFICATION
→ RESTORE REFRIGERANT / OPERATING CONDITION AS APPLICABLE
→ FOLLOW-UP VERIFICATION
Do not confuse:
LEAK INSPECTION
with:
INITIAL VERIFICATION
or:
FOLLOW-UP VERIFICATION
They serve different functions.
10. Section 608 Leak-Inspection Frequency After Exceedance
After a covered appliance exceeds the applicable trigger rate, recurring leak inspections can be required.
10.1 Inspection Schedule
| Covered § 82.157 Appliance | Full Charge | General Inspection Frequency After Exceedance |
|---|---|---|
| Commercial refrigeration | ≥500 lb | Once every 3 months until four consecutive quarters demonstrate no exceedance |
| Industrial process refrigeration | ≥500 lb | Once every 3 months until four consecutive quarters demonstrate no exceedance |
| Commercial refrigeration | 50 to <500 lb | Once per calendar year until one year demonstrates no exceedance |
| Industrial process refrigeration | 50 to <500 lb | Once per calendar year until one year demonstrates no exceedance |
| Comfort cooling | ≥50 lb | Once per calendar year until one year demonstrates no exceedance |
| Other covered appliance | ≥50 lb | Once per calendar year until one year demonstrates no exceedance |
Qualifying automatic leak-detection systems can alter the ordinary inspection requirement for monitored portions when the regulatory conditions are satisfied.
Exam Trap
500 lb
→ changes LEAK-INSPECTION FREQUENCY
It does not change the current § 82.157 trigger percentage.
11. Chronic-Leaker Reporting Under Section 608
For a qualifying appliance within current § 82.157 applicability:
FULL CHARGE ≥50 lb
and:
CALENDAR-YEAR LOSS ≥125% OF FULL CHARGE
triggers chronic-leaker reporting.
The owner/operator must report to EPA:
BY MARCH 1
OF THE SUBSEQUENT YEAR
11.1 Memory Rule
125%
→ CHRONIC LEAKER
MARCH 1
→ REPORT DUE
Example
A qualifying ODS appliance has a full charge of 400 lb.
If total calendar-year loss is equivalent to:
or more, the 125% chronic-leaker reporting threshold is reached.
The report describes efforts to identify leaks and repair the appliance.
12. General Section 608 Record-Retention Rule
Records identified in current § 82.157(l) generally must be retained for at least:
3 YEARS
in paper or electronic format unless otherwise specified.
One major longer-duration category is the full-charge record, which is maintained until:
3 YEARS AFTER THE APPLIANCE IS RETIRED
13. Section 608 Full-Charge Records
For covered appliances with a full charge of 50 lb or more, owners/operators must determine and maintain full-charge information.
13.1 Required Full-Charge Information
Records include:
- Identification of the owner/operator.
- Address where the appliance is located.
- Full charge.
- Method used to determine full charge.
- If an established range is used, the range, midpoint, and method used to establish the range.
- Revisions to full charge.
- How revisions were determined.
- Dates of revisions.
13.2 Retention
These records are maintained until:
3 YEARS AFTER APPLIANCE RETIREMENT
14. Section 608 Maintenance, Service, Repair, and Disposal Records
For each applicable maintenance, service, repair, or disposal event on a covered 50-lb-or-more appliance, the owner/operator must maintain the required record.
14.1 Record Fields
The record includes, when applicable:
- Appliance identity and location.
- Date of maintenance, service, repair, or disposal.
- Part or parts being worked on.
- Type of work performed.
- Name of the person performing the work.
- Amount and type of refrigerant added.
- For disposal, amount and type of refrigerant removed.
- Full charge.
- Leak rate.
- Method used to determine the leak rate.
The leak-rate fields do not apply in the same way to disposal, immediately following retrofit, new-appliance installation, or qualifying seasonal variance.
14.2 Technician Documentation Duty
When the work is performed by someone other than the owner/operator:
SERVICE PROVIDER
→ must provide required service documentation
→ to OWNER / OPERATOR
This is a major practical recordkeeping responsibility for contractors and technicians.
15. Section 608 Leak-Inspection Records
Leak-inspection records include:
- Inspection date.
- Method or methods used.
- Location of each identified leak.
- Certification that all visible and accessible parts required by the rule were inspected.
Technicians conducting the leak inspection must provide the required documentation to the owner/operator after the service.
16. Automatic Leak-Detection Records
Where a qualifying automatic leak-detection system is used under § 82.157, records include items such as:
- System installation.
- Annual audit/calibration.
- Dates on which the monitoring system identified a leak.
- Leak location.
Automatic leak detection does not erase recordkeeping duties.
If only part of the appliance is monitored, unmonitored portions remain subject to the applicable inspection requirements.
17. Verification-Test Records
Owners/operators must maintain records of all required initial and follow-up verification tests.
17.1 Required Information
Records include:
- Appliance location.
- Date or dates of verification tests.
- Location of repaired leak or leaks tested.
- Type of verification test used.
- Results of the test.
Technicians performing the tests must provide this documentation to the owner/operator after the service.
18. Other Section 608 Leak-Repair Record Categories
Current § 82.157 includes additional recordkeeping categories.
| Record Category | Typical Purpose |
|---|---|
| Retrofit or retirement plans | Documents planned replacement or conversion when repair pathway is not used or is unsuccessful |
| Retrofit/retirement extension requests | Documents requests for additional time |
| Mothballing records | Shows when regulatory time periods were suspended and resumed |
| Purged-refrigerant destruction records | Supports exclusion of qualifying destroyed purge refrigerant from leak calculations |
| Seasonal-variance records | Supports qualifying exclusion in leak-rate calculation |
| EPA reports and responses | Preserves regulatory submissions and EPA correspondence |
| Automatic leak-detection records | Documents installation, calibration/audit, alarms, and leak locations |
| Leak-inspection records | Documents inspection method, date, locations, and inspection certification |
| Verification-test records | Documents initial/follow-up test details and results |
Unless otherwise specified, the general retention requirement is at least three years.
19. Retrofit or Retirement Path
Instead of repairing an appliance under the ordinary pathway, an owner/operator can elect to retrofit or retire it under the applicable current rule.
A retrofit/retirement plan is generally required within:
30 days
of the triggering condition.
The plan generally contains:
- Appliance identification and location.
- Current refrigerant and full charge.
- New refrigerant/full charge if retrofitted.
- Conversion procedure if retrofitted.
- Disposition plan for recovered refrigerant.
- Appliance disposition plan if retired.
- Schedule for completion.
The normal schedule may not exceed:
1 YEAR
subject to applicable extension provisions.
This appendix is a quick reference. Use the current regulation for unusual extension or relief cases.
20. Refrigerant Retailer Records
Leak-repair records are not the only important Section 608 records.
Current § 82.154(c) also requires records for applicable refrigerant sales.
20.1 Retailer Invoice Fields
For applicable sales/distribution of class I, class II, or non-exempt substitute refrigerant, the seller must keep invoices showing:
- Purchaser name.
- Date of sale.
- Quantity of refrigerant purchased.
Certain exempt substitutes and qualifying small MVAC cans are excepted from this invoice provision.
20.2 Employer-Purchase Documentation
When the buyer relies on the fact that the buyer employs a certified technician:
SELLER
→ keeps documentation
→ showing qualifying certified-technician employment
20.3 Retention Period
Applicable retailer sales records must be kept for:
3 YEARS
Retailer Memory Rule
NAME
DATE
QUANTITY
→ 3 YEARS
21. Used-Refrigerant Sale Reminder
Recordkeeping questions can appear near refrigerant-sales questions.
Current Section 608 generally prohibits sale/distribution of used class I, class II, or non-exempt substitute refrigerant for use as refrigerant unless an applicable exception applies, such as:
RECLAIMED BY EPA-CERTIFIED RECLAIMER
or another specifically permitted pathway.
Do not confuse:
RECOVERED
with:
RECLAIMED
when ownership and resale change.
See 11.11 - Safe Disposal and Refrigerant Transfer Reference.md for the detailed transfer/reclamation reference.
22. Disposal Records for Appliances With More Than 5 and Less Than 50 Pounds
A separate current recordkeeping provision appears in § 82.156(a)(3).
It applies to technicians evacuating refrigerant for purposes of disposal from appliances covered by § 82.156(a) with a full charge:
MORE THAN 5 lb
AND
LESS THAN 50 lb
22.1 Required Technician Records
The technician must keep records documenting for three years:
-
For each appliance:
- Company name.
- Appliance location.
- Date of recovery.
- Type of refrigerant recovered.
-
For each calendar month:
- Total quantity of refrigerant recovered, by refrigerant type, from disposed appliances.
-
For refrigerant transferred:
- Quantity by refrigerant type transferred for reclamation and/or destruction.
- Person to whom it was transferred.
- Date of transfer.
Exact Boundary
>5 lb
AND
<50 lb
means:
- Exactly 5 lb is outside this stated range.
- Exactly 50 lb is outside this stated range.
Do not rewrite the rule as:
5 to 50 lb
23. Safe-Disposal Records for Small Appliances, MVACs, and MVAC-Like Appliances
Current § 82.155 establishes a different safe-disposal record pathway for the final processor of:
- Small appliances.
- MVACs.
- MVAC-like appliances.
The final processor must either recover remaining refrigerant or verify prior recovery using the permitted signed-statement/contract approach.
23.1 Signed Prior-Recovery Statement
If a signed statement is used, it must include:
- Name of the person who recovered the refrigerant.
- Address of the person who recovered the refrigerant.
- Date the refrigerant was recovered.
23.2 Contract Pathway
A qualifying contract between the supplier and final processor can state that the supplier will recover remaining refrigerant before delivery or verify that refrigerant was already properly recovered before receipt.
23.3 Leaked-Out Statement
If all refrigerant leaked out before delivery, the final processor must obtain the required signed statement.
“Leaked out” means loss caused by:
- System failure.
- Accident.
- Other unavoidable occurrence.
It does not include losses caused by:
- Negligence.
- Deliberate acts.
- Cutting refrigerant lines to empty the appliance.
23.4 Final-Processor Record Retention
The final processor must keep the signed statements/contracts:
ON SITE
in hard-copy or electronic form for:
3 YEARS
Important Distinction
§82.156(a)(3)
→ technician disposal records
→ >5 and <50 lb appliances covered by paragraph (a)
versus:
§82.155
→ final processor
→ small appliance / MVAC / MVAC-like
→ signed statement / contract
→ 3 years
These are different recordkeeping pathways.
24. Recordkeeping Master Table
| Record Category | Who Keeps / Provides It | Main Trigger | General Retention |
|---|---|---|---|
| § 82.157 full-charge records | Owner/operator | Covered ODS appliance ≥50 lb | Until 3 years after retirement |
| § 82.157 service/repair/disposal records | Owner/operator; service provider supplies required information | Covered ODS appliance ≥50 lb | At least 3 years |
| § 82.157 leak-inspection records | Owner/operator; technician supplies documentation | Covered ODS appliance subject to inspection | At least 3 years |
| § 82.157 automatic leak-detection records | Owner/operator | Qualifying monitoring system used | At least 3 years |
| § 82.157 verification-test records | Owner/operator; technician supplies documentation | Covered repaired leak | At least 3 years |
| § 82.157 retrofit/retirement records | Owner/operator | Retrofit/retirement pathway triggered | At least 3 years |
| § 82.157 EPA report copies/responses | Owner/operator | Report submitted | At least 3 years |
| Refrigerant retailer invoices | Seller/distributor | Applicable refrigerant sale | 3 years |
| Certified-employee proof used for purchase | Seller/distributor | Employer purchase pathway | 3 years |
| § 82.156(a)(3) disposal recovery records | Technician | Disposal, full charge >5 and <50 lb, covered appliance | 3 years |
| § 82.155 prior-recovery statements/contracts | Final processor | Small appliance/MVAC/MVAC-like disposal verification | 3 years on site |
| AIM § 84.106 records | Owner/operator and service provider as specified | Qualifying 15-lb-or-more covered appliance | Generally at least 3 years; full-charge records until 3 years after retirement |
25. Separate Current AIM Act Leak-Repair Framework
Current HFC/substitute leak repair is not restored to § 82.157.
Instead, beginning:
JANUARY 1, 2026
current 40 CFR § 84.106 establishes a separate leak-repair program for qualifying refrigerant-containing appliances.
26. AIM Act Applicability
Current § 84.106 generally applies to a refrigerant-containing appliance with a full charge of:
15 lb OR MORE
where the refrigerant contains:
- A regulated substance under the AIM Act, or
- A substitute for a regulated substance with a GWP greater than 53, based on the Part 84 table used by the rule.
26.1 Explicit Exclusions
The current § 84.106 leak-repair requirements do not apply to:
- Appliances containing solely an ozone-depleting substance.
- Refrigerant-containing appliances used in the residential and light commercial air conditioning and heat pump subsector.
Current Program Decision
ODS-ONLY APPLIANCE
→ evaluate §82.157
QUALIFYING HFC / SUBSTITUTE APPLIANCE
→ evaluate §84.106
TYPICAL RESIDENTIAL / LIGHT-COMMERCIAL A/C OR HEAT PUMP
→ §84.106 exclusion may apply
This classification does not remove other Section 608 duties such as certification, venting prohibition, recovery, evacuation, and safe disposal where applicable.
27. AIM Act Trigger Rates
The current § 84.106 trigger rates are:
| Appliance Category | Current AIM § 84.106 Trigger |
|---|---|
| Industrial process refrigeration | 30% |
| Commercial refrigeration | 20% |
| Comfort cooling | 10% |
| Refrigerated transport | 10% |
| Other covered appliances | 10% |
The percentages are similar to current § 82.157 values.
The applicability thresholds are not.
Memory Comparison
SECTION 608 ODS
→ ≥50 lb
AIM HFC / SUBSTITUTE
→ ≥15 lb
28. AIM Repair and Verification Timing
For a covered § 84.106 appliance that exceeds the applicable leak rate:
- Repair generally occurs within 30 days.
- If an industrial process shutdown is required, the ordinary period becomes 120 days.
- A certified technician conducts the leak inspection.
- Covered repairs require initial and follow-up verification tests.
28.1 AIM Follow-Up Verification
The current AIM follow-up verification timing is also:
10 DAYS
from:
- Successful initial verification, or
- The appliance reaching normal operating characteristics and conditions after an evacuated repair.
Do not assume a different follow-up interval simply because the AIM Act is a separate program.
29. AIM Leak-Inspection Frequency
For covered § 84.106 appliances that exceed the trigger rate:
| AIM-Covered Appliance | Full Charge | General Inspection Frequency |
|---|---|---|
| Commercial refrigeration | ≥500 lb | Every 3 months after successful follow-up verification until four consecutive quarters meet the rule |
| Industrial process refrigeration | ≥500 lb | Every 3 months after successful follow-up verification until four consecutive quarters meet the rule |
| Commercial refrigeration | 15 to <500 lb | Once per year after successful follow-up verification until one year meets the rule |
| Industrial process refrigeration | 15 to <500 lb | Once per year after successful follow-up verification until one year meets the rule |
| Comfort cooling / other covered appliances | ≥15 lb | Once per year after successful follow-up verification until one year meets the rule |
Qualifying automatic leak-detection systems can modify ordinary inspection requirements for monitored portions under the current Part 84 requirements.
30. AIM Chronic-Leaker Reporting
For a qualifying § 84.106 appliance:
FULL CHARGE ≥15 lb
and:
CALENDAR-YEAR LOSS ≥125%
triggers a chronic-leaker report to EPA by:
MARCH 1
OF THE SUBSEQUENT YEAR
This looks similar to the Section 608 ODS chronic-leaker rule, but the underlying applicability threshold differs.
Side-by-Side
| Program | Full-Charge Applicability | Chronic-Leaker Threshold | Report Due |
|---|---|---|---|
| Section 608 § 82.157 | ≥50 lb qualifying ODS | ≥125% in calendar year | March 1 following year |
| AIM § 84.106 | ≥15 lb qualifying HFC/substitute, subject to exclusions | ≥125% in calendar year | March 1 following year |
31. AIM Recordkeeping
Current § 84.106 records are generally retained for at least:
3 YEARS
unless otherwise specified.
31.1 AIM Full-Charge Records
Owners/operators must determine full charge for covered refrigerant-containing appliances with:
15 lb OR MORE
and maintain required information.
For appliances installed on or after January 1, 2026, the record also includes the installation date.
Full-charge records are maintained until:
3 YEARS AFTER APPLIANCE RETIREMENT
31.2 AIM Service Records
For each applicable installation, service, repair, or disposal event, records include:
- Appliance identity and location.
- Date.
- Part or parts involved.
- Type of work.
- Person performing the work.
- Amount and type of refrigerant added or removed.
- Full charge.
- Leak rate and calculation method where applicable.
If work is done by someone other than the owner/operator, the service provider must supply the specified documentation to the owner/operator.
31.3 Additional AIM Record Categories
Current § 84.106 also includes records for:
- Changes in leak-rate calculation methodology after qualifying ownership/acquisition changes.
- Leak inspections.
- Automatic leak-detection systems.
- Initial and follow-up verification tests.
- Retrofit/retirement plans.
- Extension requests.
- Mothballing.
- Purged-refrigerant destruction.
- Seasonal variance.
- EPA reports and responses.
32. Section 608 ODS Versus AIM HFC Quick Comparison
| Topic | Section 608 § 82.157 | AIM Act § 84.106 |
|---|---|---|
| Current program | Clean Air Act Section 608 | AIM Act refrigerant-management framework |
| Effective current scope emphasized here | ODS leak repair | HFC / qualifying substitute leak repair |
| Full-charge threshold | 50 lb or more | 15 lb or more |
| ODS-only appliance | Covered if §82.157 criteria met | Excluded from §84.106 |
| HFC-only appliance | Not covered by §82.157 | May be covered if §84.106 criteria met |
| Residential/light-commercial A/C and heat pump | §82.157 depends on ODS applicability | Excluded from §84.106 leak repair |
| IPR trigger | 30% | 30% |
| Commercial trigger | 20% | 20% |
| Comfort trigger | 10% | 10% |
| Refrigerated transport | Other-category logic if covered under §82.157 | 10% specifically listed |
| Repair period | 30 days; 120 days for IPR shutdown | 30 days; 120 days for IPR shutdown |
| Follow-up verification | 10 days under stated conditions | 10 days under stated conditions |
| Chronic-leaker threshold | 125% | 125% |
| Chronic report due | March 1 following year | March 1 following year |
| General record retention | At least 3 years | At least 3 years |
| Full-charge record duration | Until 3 years after retirement | Until 3 years after retirement |
Most Important Difference
The trigger percentages are similar.
The coverage threshold and refrigerant scope are different.
33. Practical 2026 Decision Examples
Example 1 - Large R-22 Supermarket System
Given:
- Refrigerant: R-22.
- Full charge: 600 lb.
- Application: commercial refrigeration.
Current analysis:
R-22
→ class II ODS
600 lb
→ ≥50 lb
Therefore:
§82.157 APPLIES
Commercial trigger:
20%
Because charge is ≥500 lb and the appliance has exceeded the trigger:
quarterly leak-inspection schedule
applies under the stated conditions.
Example 2 - Large HFC Supermarket System
Given:
- HFC-containing refrigerant.
- Full charge: 600 lb.
- Commercial refrigeration.
Current analysis:
HFC-only
→ §82.157 leak repair does not apply
Then:
evaluate §84.106
If the refrigerant meets the Part 84 coverage criterion:
600 lb ≥15 lb
→ commercial refrigeration
→ 20% trigger
Example 3 - Residential R-410A Split System
Given:
- R-410A.
- Full charge: 18 lb.
- Residential split A/C.
Current analysis:
HFC-only
→ not §82.157
The charge is above 15 lb, but a typical appliance in the residential/light-commercial A/C and heat-pump subsector is excluded from current §84.106 leak repair.
This does not remove:
- Section 608 technician-certification requirements.
- Venting prohibition.
- Recovery requirements.
- Evacuation requirements.
- Safe-disposal requirements.
It only changes which leak-repair program applies.
Example 4 - 50-lb R-22 Comfort-Cooling Appliance
Given:
- R-22.
- Exactly 50 lb full charge.
- Comfort cooling.
Current analysis:
50 lb
→ meets §82.157 threshold
Trigger:
10%
Do not exclude the appliance because an older source says “more than 50 lb.”
Example 5 - 400-lb R-22 Commercial Appliance Losing 125% in a Year
Current chronic-leaker threshold:
If calendar-year loss reaches 500 lb or more:
CHRONIC-LEAKER REPORT
→ due March 1 of following year
Example 6 - Technician Disposes of a 20-lb Covered Stationary Appliance
The appliance falls within:
>5 lb
AND
<50 lb
for the §82.156(a)(3) disposal-record range if the appliance is within paragraph (a)’s scope.
The technician keeps the required recovery/transfer records for:
3 YEARS
This is not the same as §82.157 large-ODS leak-repair recordkeeping.
Example 7 - Refrigerant Wholesaler Sale
A wholesaler sells regulated refrigerant to a certified technician.
The applicable sales invoice record includes:
PURCHASER NAME
DATE OF SALE
QUANTITY PURCHASED
Retention:
3 YEARS
Example 8 - Final Processor Receives Household Refrigerators
The final processor relies on prior recovery.
The permitted signed statement includes:
NAME
ADDRESS
DATE OF RECOVERY
of the person who recovered the refrigerant.
The final processor keeps the statement/contract on site for:
3 YEARS
34. Recordkeeping Responsibility Map
OWNER / OPERATOR
→ full charge
→ leak-rate calculations
→ service history
→ leak inspections
→ verification tests
→ retrofit / retirement
→ reports
TECHNICIAN / SERVICE PROVIDER
→ provides required service documentation
→ provides leak-inspection documentation
→ provides verification-test documentation
→ keeps specific disposal records where §82.156(a)(3) applies
REFRIGERANT SELLER / DISTRIBUTOR
→ sales invoices
→ qualifying certified-employee proof
→ 3-year retention
FINAL PROCESSOR
→ prior-recovery statements / contracts
→ on-site retention for 3 years
35. High-Priority Numbers
| Number | Correct Association |
|---|---|
| 50 lb | Current §82.157 ODS leak-repair full-charge threshold, inclusive |
| 15 lb | Current §84.106 qualifying HFC/substitute full-charge threshold, inclusive |
| 30% | Current IPR trigger in both frameworks |
| 20% | Current commercial-refrigeration trigger in both frameworks |
| 10% | Current comfort/other trigger; AIM also specifically includes refrigerated transport |
| 30 days | Ordinary covered leak-repair period |
| 120 days | IPR repair period when industrial-process shutdown is required |
| 10 days | Current follow-up verification timing under stated conditions |
| 500 lb | Boundary for quarterly versus annual commercial/IPR leak inspection |
| 125% | Chronic-leaker calendar-year threshold |
| March 1 | Chronic-leaker report due date in following year |
| 3 years | General record-retention period for many records |
| >5 and <50 lb | §82.156(a)(3) disposal technician record range |
| 35% / 15% | Historical obsolete trigger values, not current |
36. Common Mistakes and Confusing Points
Mistake 1 - Using 35% and 15% as Current Trigger Rates
Those are historical values.
Use current:
30% / 20% / 10%
Mistake 2 - Saying “More Than 50 Pounds”
Current §82.157 applicability is:
50 lb OR MORE
Exactly 50 lb is included.
Mistake 3 - Applying §82.157 to Every HFC Appliance
Current §82.157 does not apply to appliances containing solely substitute refrigerants.
Evaluate the separate current AIM Act framework.
Mistake 4 - Assuming Every 15-lb HFC Appliance Is Covered by AIM Leak Repair
Current §84.106 contains exclusions, including the residential/light-commercial A/C and heat-pump subsector.
Check the application.
Mistake 5 - Treating a 20% Trigger as 20 Pounds
The trigger is a percentage of the appliance’s full charge over the regulatory leak-rate basis.
Mistake 6 - Confusing Leak Inspection With Verification Test
LEAK INSPECTION
→ finds the leak
VERIFICATION TEST
→ confirms the repair
Mistake 7 - Forgetting the Follow-Up Test
Covered repair:
INITIAL
+
FOLLOW-UP
Both are required.
Mistake 8 - Using 30 Days for the Follow-Up Verification Test
The current follow-up interval under the stated §82.157 and §84.106 conditions is:
10 DAYS
Mistake 9 - Assuming Every Record Is Kept Only Three Years From Creation
Full-charge records have a longer lifecycle:
until 3 years after appliance retirement
Mistake 10 - Assuming the Owner/Operator Creates Every Service Record Alone
Technicians/service providers have explicit documentation duties and must provide specified service, inspection, and verification information to the owner/operator.
Mistake 11 - Confusing Retailer Records With Appliance Service Records
Retailer invoices focus on:
purchaser
date
quantity
They are not leak-inspection records.
Mistake 12 - Calling the Disposal Record Range “5 to 50 lb”
The current §82.156(a)(3) wording is:
MORE THAN 5
AND
LESS THAN 50
The endpoints are excluded.
Mistake 13 - Using a Sticker as the Safe-Disposal Verification
A sticker alone is not the federal signed-statement/contract pathway required when the final processor relies on prior recovery.
Mistake 14 - Treating Deliberate Line Cutting as “Leaked Out”
The leaked-out provision is for system failure, accident, or other unavoidable occurrence, not deliberate or negligent release.
37. EPA 608 Exam Focus
For current Section 608 preparation, know:
§82.157
→ ODS
→ ≥50 lb
IPR 30%
COMMERCIAL 20%
COMFORT / OTHER 10%
REPAIR
→ 30 days
IPR SHUTDOWN
→ 120 days
INITIAL + FOLLOW-UP VERIFICATION
FOLLOW-UP
→ 10 days
CHRONIC
→ 125%
→ MARCH 1
GENERAL RECORD RETENTION
→ 3 years
35% / 15%
→ HISTORICAL
→ DO NOT USE AS CURRENT
For current field compliance, also know:
AIM §84.106
→ qualifying HFC / substitute
→ ≥15 lb
→ effective Jan. 1, 2026
→ check exclusions
38. Final Decision Checklist
Before applying a leak-repair number, verify:
- Refrigerant identified.
- ODS versus HFC/substitute determined.
- Full charge determined.
- Exactly 50 lb treated correctly under §82.157.
- Exactly 15 lb treated correctly under §84.106.
- Appliance application identified.
- Residential/light-commercial AIM exclusion checked.
- Current trigger rate selected.
- Leak inspection performed by qualified/certified technician where required.
- Repair deadline identified.
- Initial verification completed.
- Follow-up verification completed within current timing.
- Required recurring inspection schedule identified.
- Chronic-leaker threshold checked.
- Required service records completed.
- Technician documentation provided to owner/operator.
- Retailer records handled separately.
- Disposal records handled under the correct pathway.
- Historical 35%/15% values rejected for current compliance.
- Current eCFR checked if a real field decision depends on the rule.
39. Cross-Reference Guide
| Need | Course Reference |
|---|---|
| Venting prohibition and sales restrictions | 2.5 - Venting Prohibition.md, 2.6 - Refrigerant Sales Restrictions.md |
| General enforcement and recordkeeping | 2.7 - Enforcement Recordkeeping and Professional Responsibility.md |
| Current versus historical regulation | 2.8 - Current and Historical Regulation Comparison.md |
| Leak-detection methods | 6.6 - Leak Detection Methods.md |
| Safe disposal | 6.9 - Safe Disposal Requirements.md |
| Type II leak indicators | 8.4 - Leak Indicators and Leak Detection.md |
| Detailed current leak-repair instruction | 8.5 - Leak Repair Requirements and Current Regulatory Updates.md |
| High-priority numerical values | 10.2 - High-Priority Numbers and Thresholds.md |
| Master recovery/evacuation tables | 11.6 - Master Recovery and Evacuation Tables.md |
| Safe disposal and refrigerant transfer | 11.11 - Safe Disposal and Refrigerant Transfer Reference.md |
| Historical-versus-current master reference | 11.12 - Current Versus Historical Rules.md |
| Regulatory update procedure | 11.15 - Regulatory Verification and Update Procedure.md |
References
Current Section 608 Regulatory Sources
-
Electronic Code of Federal Regulations, 40 CFR § 82.154 - Prohibitions, accessed August 14, 2026.
https://www.ecfr.gov/current/title-40/chapter-I/subchapter-C/part-82/subpart-F/section-82.154 -
Electronic Code of Federal Regulations, 40 CFR § 82.155 - Safe Disposal of Appliances, accessed August 14, 2026.
https://www.ecfr.gov/current/title-40/chapter-I/subchapter-C/part-82/subpart-F/section-82.155 -
Electronic Code of Federal Regulations, 40 CFR § 82.156 - Proper Evacuation of Refrigerant from Appliances, accessed August 14, 2026.
https://www.ecfr.gov/current/title-40/chapter-I/subchapter-C/part-82/subpart-F/section-82.156 -
Electronic Code of Federal Regulations, 40 CFR § 82.157 - Appliance Maintenance and Leak Repair, accessed August 14, 2026.
https://www.ecfr.gov/current/title-40/chapter-I/subchapter-C/part-82/subpart-F/section-82.157 -
U.S. Environmental Protection Agency, Stationary Refrigeration Leak Repair Requirements, current project verification August 14, 2026.
https://www.epa.gov/section608/stationary-refrigeration-leak-repair-requirements -
U.S. Environmental Protection Agency, Recordkeeping Requirements for Refrigerant Retailers, current project verification August 14, 2026.
https://www.epa.gov/section608/recordkeeping-requirements-refrigerant-retailers -
U.S. Environmental Protection Agency, Recordkeeping and Reporting Requirements for Stationary Refrigeration, current project verification August 14, 2026.
https://www.epa.gov/section608/recordkeeping-and-reporting-requirements-stationary-refrigeration -
U.S. Environmental Protection Agency, Stationary Refrigeration Safe Disposal Requirements, current project verification August 14, 2026.
https://www.epa.gov/section608/stationary-refrigeration-safe-disposal-requirements
Current AIM Act Source
- Electronic Code of Federal Regulations, 40 CFR § 84.106 - Leak Repair, effective current requirements beginning January 1, 2026 and accessed August 14, 2026.
https://www.ecfr.gov/current/title-40/chapter-I/subchapter-C/part-84/subpart-C/section-84.106