York University Lassonde School of Engineering MECH 2112 Mechanical Engineering Professionalism and Society Carbon Capture Inc Technical Report - Deliverable D1 Sabriha Amin - sabriha4@my.yorku.ca Nathan Wong - nathanwo@my.yorku.ca Omar Zahra - ryan1111@my.yorku.ca Joseph Thomas - thomas74@my.yorku.ca Stephanie Katopodis - steph124@my.yorku.ca Luka Tomovic - lukatomo@my.yorku.ca Jovial Jacob Ukken - jo2000@my.yorku.ca Alaa Nasreddeen – 220340733 - alaanasr@my.yorku.ca February 01, 2026 1 Table of Contents 1. Introduction 2. Team Structure and Professional Practice 2.1 Team Contract 2.2 Conflict Resolution Plan: 2.3 Role Assignments 2.4 Functional Role Areas 2.5 RACI Chart 3. Problem Framing and Definition (steph) 3.1 Defined Project Scope and Building Archetypes 3.2 Societal and Engineering Context 3.3 Refined Problem Statement 4. Stakeholders, Ethics, and Equity (Omar) 4.1 Stakeholder Map 4.2 Partner Engagement Plan 4.3 Ethical and Equity Risk Scan 5. Research Methods 5.1 Interview Protocol 5.2 Consent Script 5.3 Recruitment Plan 5.4 Benchmarking Plan 5.5 Data Management Plan 6. Early Findings 7. User and Systems Analysis 7.1 Operator Decision Journey (Summary) 7.2 Systems Map (Description) 8. Design Direction and Success Metrics 8.1 Initial Decision Criteria 8.2 Baseline vs. Target Metrics 3 3 3 3 4 4 4 5 5 6 6 6 6 Ошибка! Закладка не определена. 7 7 7 8 8 8 9 9 9 9 9 10 10 11 List of Tables Table 1: RACI Chart for Team Roles and Responsibilities ......................................................... 5 Table 2: Stakeholder Map for Building Electrification and Retrofit Decisions .............................. 6 Table 3: Preliminary Design Criteria and Measurable Success Metrics .....................................10 2 1. Introduction Buildings account for a significant share of greenhouse gas emissions due to their reliance on fossil-fuel-based heating and cooling systems, making building electrification a critical pathway toward achieving Net-Zero targets by 2050. However, real-world retrofit efforts are constrained by limited electrical grid capacity, aging building infrastructure, permitting delays, and shortages of skilled trades, particularly in dense urban regions such as the Greater Toronto Area. In response, this project partners with Carbon Cap Inc. to investigate how commercial and residential building operators can reduce emissions and operating costs during the transition period by strategically comparing full electrification, hybrid pathways, and interim HVAC efficiency upgrades such as waste heat recovery. Using a human-centered, evidence-based engineering approach, the team aims to develop a practical decision-support framework that balances emissions reduction, cost, feasibility, resilience, and equity under realistic infrastructure constraints. 2. Team Structure and Professional Practice 2.1 Team Contract The project team commits to professional, ethical, and equitable collaboration throughout the duration of the Carbon Cap Inc. project. Team members agree to: 1. Communicate respectfully and transparently in all meetings and written communications. 2. Meet agreed-upon deadlines and notify the team in advance if conflicts arise. 3. Share workload equitably and support peers when technical or scheduling challenges occur. 4. Based decisions on evidence, stakeholder needs, and sustainability principles rather than individual preference. 2.2 Conflict Resolution Plan: 1. Identify the issue early and discuss it in a scheduled team meeting. 2. Seek consensus using project objectives, stakeholder needs, and grading criteria as decision anchors. 3. If unresolved, escalate to the Project Manager for mediation. 3 4. As a last resort, consult the course instructor or teaching assistant with documented evidence of attempts at resolution. 2.3 Role Assignments 1. To support equitable workload distribution, shared leadership development, and professional engineering practice, this project adopts a distributed role structure with a rolling Project Manager / Systems Integrator model. 2. The Rolling Project Manager / Systems Integrator is responsible for phase-level coordination, meeting facilitation, schedule tracking, and integration of technical, social, and ethical considerations during their assigned period. 3. All team members contribute both technical output and leadership input, with responsibilities clearly defined through the RACI framework. 2.4 Functional Role Areas 1. Stakeholder Research & Ethics 2. Building Energy Modeling 3. Electrification & Grid Readiness 4. HVAC Efficiency & Waste Heat Recovery 5. Economics & Policy 6. Risk, Feasibility & Operations 7. Data Management & Documentation 2.5 RACI Chart The detailed distribution of responsibility and accountability for each task is defined using the RACI Chart. To ensure equitable workload distribution and shared leadership development, the team will adopt a fully distributed rolling Project Manager / Systems Integrator model. Rolling Project Manager / Systems Integrator Assignments 1. Weeks 1–2: Sabriha Amin 2. Weeks 3–4: Alaa Nasreddeen 3. Weeks 5–6: Nathan Wong 4. Weeks 7–8: Luka Tomovic 4 5. Weeks 9: Joseph Thomas 6. Weeks 10: Stephanie Katopodis 7. Weeks 11: Omar Zahra 8. Weeks 12: Jovial Jacob Ukken Table 1: RACI Chart for Team Roles and Responsibilities Stephani e Weeks 10 Omar Jovial Weeks 7-8 Josep h Weeks 9 Weeks 11 Weeks 12 C C C C C C C C C C C C C R C A C C C C C C R A C C C C C C C R A C C C C C C C R A C C C C C C C R A C C C C C C C R A C C C C C C A R C C C C C C C R A C R C C C C C C Task / Deliverable Sabriha Alaa Nathan Luka Rolling PM / Systems Integrator Schedule & milestone planning Partner coordination (Carbon Cap) Stakeholder interviews & ethics Heating/cooling load estimation Peak electrical demand modeling Grid/service capacity assessment HVAC efficiency & WHR benchmarking Cost modeling & incentives analysis Feasibility, risk & disruption analysis Data management & version control Final integration & reporting Weeks 1–2 Weeks 3-4 Weeks 5-6 R C R (R = Responsible, A = Accountable, C = Consulted) 3. Problem Framing and Definition 3.1 Defined Project Scope and Building Archetypes This project focuses on Greater Toronto Area (GTA) building archetypes, reflecting realistic conditions faced by Carbon Cap Inc.’s clients, including cold-climate heating demands, constrained urban electrical infrastructure, and tenant-occupied retrofits. 5 The comparative analysis will evaluate two primary archetypes: 1. Multi-Residential Building Archetype 2. Small-to-Medium Commercial Building Archetype 3.2 Societal and Engineering Context Buildings represent one of the largest sources of global and national greenhouse gas emissions due to their reliance on fossil-fuel-based heating and cooling systems. Electrification of building HVAC systems, through technologies such as heat pumps and variable refrigerant flow systems, is widely recognized as a critical pathway toward achieving Net-Zero emissions targets by 2050. Real-world implementation is constrained by limited electrical grid capacity, aging building infrastructure, long permitting timelines, and shortages in skilled trades and retrofit capacity. These constraints create delays that prevent immediate, full electrification for many building operators. 3.3 Refined Problem Statement How might we reduce building heating and cooling emissions for owners and operators while accounting for grid capacity, retrofit feasibility, permitting limitations, cost constraints, and minimizing disruption during the transition to net-zero? 4. Stakeholders, Ethics, and Equity (Omar) 4.1 Stakeholder Map Table 2: Stakeholder Map for Building Electrification and Retrofit Decisions Stakeholder Primary or Secondary Need Risk/Concern Building owners or operators Primary Efficient HVAC systems to save costs High upfront cost, stranded assets, retrofit disruption Maintenance Teams Primary Easy access to HVAC systems (easy to fix systems when they break down) System can get complex, skill gaps, reliability at peak load capacity 6 Homeowners impacted by retrofitting Primary Quick and accessible installation Timely installation that could displace people, destruction of property. HVAC/electrical trades Secondary Clear system requirements, standardized equipment, and safe installation conditions Skill gaps with newer technologies, safety risks, inconsistent building infrastructure Government boards Secondary Reduction of greenhouse gas emissions while ensuring compliance with codes and standards Slow adoption due to cost barriers, resistance from stakeholders, policy enforcement challenges 4.2 Partner Engagement Plan 1. Carbon Cap Inc.: Ongoing consultation on decision-support needs, emissions accounting assumptions, and operator pain points. 2. External Stakeholders 4.3 Ethical and Equity Risk Scan Key risks include: 1. Increased rent or cost pass-through to tenants following retrofits 2. Disruption during construction affecting vulnerable occupants 3. Energy insecurity if systems underperform or increase peak costs 4. Disproportionate benefits accruing to owners rather than occupants 5. Research Methods 5.1 Interview Protocol 1. Semi-structured interviews 2. Topics: retrofit decision-making, barriers to electrification, cost concerns, grid constraints, tenant impacts Sample Questions: 1. What factors most influence your decision to retrofit HVAC systems? 7 2. What are the main barriers to full electrification in your building? 3. How do tenant disruption and affordability factor into retrofit decisions? 5.2 Consent Script Hello and thank you for taking the time to speak with us. We are a team of engineering students from York University working on a course project focused on assisting Carbon Cap Inc. in upgrading current HVAC systems to electrified models. We would like to invite you to participate in a short interview to help us gain real-world perspectives for defining constraints and priorities and making decisions. This interview is for educational purposes only, and any information you share will be used strictly in our student project. Any input will not be used for marketing or sales purposes. Names, organizations, nor any identifying details will be included in any official (or unofficial) documents unless explicit permission is provided. Any documentation of your response will be anonymized. If our project meets the needs of Carbon Cap Inc. and they wish to continue exploring our work, you will be notified and asked for consent if their terms are different to what you originally agreed to. The interview will take approximately 15-30 minutes about your personal experience and connections to the issue. Participation is 100% voluntary, and if you do not wish to answer any specific questions, you may skip them or request to stop the interview at any time. Let us know if you have any questions. Do you consent to participate? 5.3 Recruitment Plan Participants will be recruited through professional networks, industry contacts, and referrals from Carbon Cap Inc. 5.4 Benchmarking Plan 1. Electrification technologies: Air-source heat pumps, ground-source heat pumps, VRF systems, electric boilers 2. Interim efficiency upgrades: Waste heat recovery, advanced controls, boiler efficiency improvements, heat reclaim systems 8 5.5 Data Management Plan 1. Anonymization of interview data 2. Secure storage on password-protected drives 3. Data retained only for the duration of the course 6. Early Findings Insight 1: Building operators express strong interest in electrification but cite electrical service upgrades and permitting delays as major barriers. Insight 2: Interim efficiency upgrades are viewed as attractive when they deliver measurable savings without major tenant disruption. Insight 3: Decision-makers require clear, comparable metrics (cost, emissions, payback, disruption) rather than single-technology recommendations. 7. User and Systems Analysis 7.1 Operator Decision Journey (Summary) 1. Recognition of aging or inefficient HVAC system 2. Exploration of electrification and efficiency options 3. Assessment of costs, grid constraints, and incentives 4. Stakeholder consultation (tenants, utilities, contractors) 5. Phased decision and implementation 7.2 Systems Map (Description) The retrofit decision system includes technical subsystems (HVAC, electrical service, controls), institutional factors (utility capacity, permitting, incentives), social factors (tenant disruption, equity), and market constraints (supply chain, skilled trades availability). 9 8. Design Direction and Success Metrics The following table represents an initial set of engineering success metrics: Table 3: Preliminary Design Criteria and Measurable Success Metrics Category Success Metric Measure / Logic Safety Electrical system safety No overloads, breaker trips, or safety incidents after upgrades Usability / Accessibility Disruption to occupants Heating and cooling remain available, and work is completed within a scheduled window Technical performance Emissions reduction, shift to electric heating and cooling Building produces measurably less carbon compared to before by eliminating the use of fossil fuels Technical performance Energy efficiency improvement Building uses less energy to maintain the same comfort Societal / Ethical Affordability impact Utility bills stay affordable and do not place an extra burden on tenants 8.1 Initial Decision Criteria 1. Emissions reduction (CO₂e/year) 2. Energy use reduction (kWh or GJ) 3. Peak electrical demand impact (kW) 4. Capital and operating costs 5. Payback period 6. Retrofit feasibility and timeline 7. Tenant disruption 8. Equity and affordability impacts 10 8.2 Baseline vs. Target Metrics 1. Baseline: Existing fossil-fuel HVAC system performance 2. Target: ≥30% operational emissions reduction within transition period; minimized peak demand growth; payback ≤10 years for interim measures 11
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