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RTU Retrofits Facts and Considerations with JCI

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In this episode recorded live at AHR Expo 2023, Matthew Schlegel, the Commercial Product Manager of Ducted Systems from JCI (Johnson Controls) joins Bryan to talk about rooftop unit (RTU) retrofit facts and considerations.

When doing an RTU retrofit, you want to make sure you know the budget before anything else; larger budgets will allow you to implement things like VFDs and even VAV technology. In many cases, you may consider adding an economizer for “free” cooling and energy savings. You also want to know what you will get out of a retrofit in terms of value, especially when it comes to system efficiency and longevity.

Some common IAQ upgrades for RTUs include improved filtration, especially with MERV 13 filters. Economizers also allow you to control the amount of outside air with the help of an exhaust system or even barometric relief. UV lighting can also be used in light commercial RTUs.

When doing a retrofit, you’ll want to pay attention to the existing equipment’s footprint. Sticking to that footprint will make the replacement aspect easier. The utility and electrical infrastructure are also important to consider, as you won’t want to replace the existing piping, wiring, and connections.

With regulations and technology constantly changing, it helps to be able to contact the manufacturer to assist with the retrofit process. Companies like JCI are trying to assist contractors with installations by providing guidance and education in the field.

Matthew and Bryan also discuss:

Matthew’s professional experience at JCI
Adding economizers and VFDs
Convertible filter racks
Cost-benefit analysis resources
Changing regulations
Interfacing with the manufacturer during the retrofitting process

To learn more about JCI, visit https://www.johnsoncontrols.com/.

Learn more about the HVACR Training Symposium or buy a virtual ticket today at https://www.hvacrschool.com/symposium.

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Heat pumps may be everywhere, but according to David Richardson, the industry is in danger of aiming at the wrong target. In this 2026 HVACR Training Symposium session, the Kentucky contractor’s son, who has never lived in a home without a heat pump, opens with the story of Olympic rifle shooter Matthew Emmons. Emmons hit the bullseye with perfect precision in 2004, only to discover he had fired at the wrong lane’s target. Richardson argues that contractors risk the same mistake when they treat the heat pump itself as the goal and market it with the same “magic” promises used in the 1970s, a pattern that led to poor installations and a reputation problem that has lasted 50 years.

The real target, Richardson says, is the customer, and the heat pump is only one ring on that target alongside ductwork, the building envelope, equipment sizing, noise, and expectations. He distinguishes between HVAC equipment, which anyone can sell, and the HVAC system, which is where a contractor’s skill and craftsmanship show up. Average installations, he notes, deliver roughly 57% of rated performance, while a high-performance retrofit aims for 88% or better. With “free heat pump” offers likely coming next, he urges contractors to differentiate through engagement, education, clear expectations, and measured results, ending with what he calls a “craftsmanship receipt.”

The heart of the talk is five practical tips. First, learn what the customer is really after and set expectations early, including what a defrost cycle looks like. Second, don’t inherit a bad duct system, and use pressure, airflow, and temperature measurements to find problems before they become yours. Third, don’t inherit a bad building, since the structure works like a duct system and can undermine a perfect install. Fourth, bring the customer along by putting simple tools in their hands, such as a thermal camera or flow hood, and translating data into plain language. Fifth, follow a repeatable process that defines where testing begins and where additional paid services start.

Richardson closes with a call to document lessons learned, including mistakes, and to build these practices into company culture. His message is that heat pumps aren’t magic, but they can perform as if they were when installed well and priced to reflect the work. The session wraps with audience questions.

Topics Covered

The Olympic shooter analogy: precision aimed at the wrong target
History of heat pumps, the 1970s energy crisis, and early marketing hype
Why heat pumps shouldn’t be treated as a silver bullet, and the “silver buckshot” approach
HVAC equipment versus the HVAC system
Installation performance benchmarks: roughly 57% for average work, about 6% more for code-approved work, and a goal of 88% or better
The three E’s: engagement, education, and expectations, plus measured results
The craftsmanship receipt and verification: “if you don’t test, you’re just guessing”
Setting customer expectations, including cold-climate performance and defrost
Right-sizing and the pitfalls of oversized equipment, even with inverter technology
Testing for pressure, airflow, and temperature (PAT) and not inheriting bad ductwork
Building science basics: leakage, room pressures, blower doors, and thermal imaging
Using Socratic questions and plain language to involve the customer
Avoiding data overload and using tools like Measure Quick and the TrueFlow Grid
Following a process and getting paid for diagnostics, basic versus advanced retrofits
Learning from mistakes and changing company culture

This episode contains embedded sponsor messages from Refrigeration Technologies, Carrier, NAVAC, and Filtrete.

Resources

Purchase your tickets or learn more about the 8th Annual HVACR Training Symposium at https://hvacrschool.com/symposium.

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