HVAC experts: How bad is this and what should I do about it?

I have a situation with a bad heat-pump/AC system that is shaping up to be a nightmare. This is a bit long, but any information or advice is much appreciated.

I had the system installed in 2010 by a franchise of a national heating and AC chain. At that time, my wife and I lived in the house, but we subsequently moved and rented the house out. In 2012, my tenants reported the AC not working and it was repaired under warranty. At the time, they told me that the compressor had failed and that they had replaced it. Everything seemed to be working ok and it was taken care of quickly. Later, when I visited the house, I did notice that the exterior unit was totally different and actually a much larger unit. Again, it was apparently working fine, so I didn’t think about that any futher.

A few days ago, I got a call from my newer tenants about no AC. I called the same HVAC place and they sent a tech out to diagnose the system. His report was that there was no refrigerant in the system at all. He told me that it was an R-22 based system and that it would be expensive to refill due to R-22 being phased out and therefore very expensive itself. He also said that we should do a leak search to determine the location of the leak in the system. Repairing the leak once found would be an additional cost. The numbers he gave were shockingly high and I was not feeling happy about paying that much to fix a system only about 6 years old. Of course, the warranty period was for 5 years. . .

Sensing that I was potentially being ripped off, I called for another quote from a competitor. My tenants told me that the second technician was actually much more thorough, and he told me some things that are pretty upsetting about the system. First, he agreed the system was empty of refrigerant. But he also said that when he checked the thermal expansion valve, it was noticeably loose and there was an excess of oil around it. So it looks like the obvious location for the leak, even if there’s no guarantee to be the only leak. So the expensive leak search started to sound like a distinct rip-off. But it got worse, he said that the exterior unit (replaced in 2012 under warranty) indicated R-22 compatibility, but the expansion valve was marked as R-410a compatible. He wasn’t sure whether that mismatch was a big problem or not, but to me it’s an idicator of some level of incorrect work. He also expressed puzzlement as to why an R-22 system would have been installed at that date. In the end, the second HVAC company declined to even try to repair the system. They were uncomfortable with the system configuration and were probably concerned about being held liable in case the whole thing died. They told me that they would love to have my business, but that they recommended I go back to the original company. They did not charge me for the diagnostic visit, much to my surprise (I think he spent about 2 hours at the house!). The potential repair costs they quoted me initially were also much lower than the original company.

So it sounds to me like some incorrect parts were installed either originally or during the 2012 warranty repair. My own research indicates that an incorrect thermal expansion valve can cause compressor overheating. If that’s true, it could have caused the original failure (if the mismatch was part of the original install) or it could have created cumulative damage to the current compressor (if the mismatch came about in 2012). Also, my reading of the regulations seems to indicate that in 2010 and certainly in 2012, an R-22 system should not have been installed. One the EPA website, it says “January 1, 2010: […]Virgin R-22 may not be used in new equipment. As a result, heating, ventilation and air-conditioning (HVAC) system manufacturers may not produce new air conditioners and heat pumps containing R-22.”.

All that information taken together makes me think that the system was originally installed as an R-410a system (thus the R-410a compatible expansion valve), but that an R-22 compressor and charge was put in during the 2012 repair. Perhaps as a way to get rid of old inventory and reduce their cost on the warranty repair? Just a hypothesis on my part, but I’m not feeling very charitably toward them at the moment. I’m not sure if that feeling is justified or not, but it really does seem to me like they botched the install or the repair.

So my questions are:
-How bad is it to have a R-410a valve in an R-22 system?
-Should an R-22 system have been installed in 2010 or 2012?
-In your opinion, should the original company be on the hook for fixing this mess even though it is technically past the warranty period?
-What should I ask them to do for me? A new valve and a refrigerant recharge, or a more complete overhaul?

Frankly, this smells of “ain’t getting paid, ain’t spending money”.
The repair was under warranty - not a profit center.

I don’t remember when the R-22 phase-out happened, but I’m certain it was before 2012.

A quick google of “HVAC R22 phase” or such should answer the question.

You need to consider the wisdom of keeping a R22 system, installed under questionable circumstances, and supported by only one shop (of questionable integrity) going into a time when R22 is going to be difficult to service.

I remember ca. 2010 seeing people wanting to sell R22 on Craigslist “only to certified, yada, yada”). We used to have a very helpful HVAC professional here.

Since you are not even hinting at DIY, you might try HVAC-Talk: Heating, Air & Refrigeration Discussion

Note that they have limited patience for anyone they think is trying to get free help for a DIY job - but they are good about discussing technology.

They will NOT bad-mouth a fellow contractor - even if the work is inexcusable, so look out for hints of “about average” (which means - “I wouldn’t let this moron do my dof’s house”)

It may just be time to call back the second guy about a replacement using current equipment.

p.s. - it seems as if the valves and gauges used for R22 will not work for the new stuff - which may indicate the valve used might have been the problem.

Reported (google the email address).