230593-Test & Balance (2).pdf

KCTCS CMTA Project: ZKG22 Mechanical Equipment and Controls - Gateway CTC TAB Request for Proposal Account No: 470CAEWNC2400 November 15, 2023

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SECTION 230593 - TESTING, ADJUSTING, AND BALANCING SPECIFICATIONS

PART 1 – GENERAL:

1.1 RELATED DOCUMENTS

1.1.1 All Division 23 specification sections, drawings, and general provisions of the contract apply to work of this section, as do other documents referred to in this section.

1.2 SCOPE OF WORK

1.2.1 The Division of Engineering and Contract Administration will directly contract with a certified testing, adjusting, and balancing contractor (“TAB Agency”) to test, adjust, and balance the HVAC systems.

1.2.2 This specification section is included herein to assist and inform the Contractor of the standards, requirements, and scope of the work to be performed by the Commonwealth’s TAB Agency.

1.2.3 The scope of work includes the following:

Variable air volume (VAV) terminal units shall have new controllers installed in the following buildings. All new controllers shall have the k-factor set based on airflow measurements in the space and the airflow through the VAV.

• Center for Advanced Manufacturing Building (102 VAVs)

• Bank of Kentucky / BB&T Classroom and Training Building (30 VAVs)

• Edgewood Nursing and Allied Health Building (101 VAVs)

• Edgewood Student Services Building (55 VAVs)

• Technology, Innovation, and Enterprise Building (42 VAVs)

The air-cooled chillers at the Bank of Kentucky / BB&T Classroom and Training Building and the Edgewood Nursing and Allied Health Building shall be replaced by a separate contractor. TAB shall measure chilled water flow through the chiller and shall balance the hydronic system.

Chilled water flow to all AHUs shall be measured at each AHU coil. See 3.2.1 for additional hydronic TAB requirements. Pumps shall be replaced at the Edgewood Nursing and Allied Health Building, while pumps shall be reused at the Bank of Kentucky / BB&T Classroom and Training Building.

The Technology, Innovation, and Enterprise Building shall have all airflows for grilles, registers, and diffusers measured and adjusted to new design airflows. See the attached drawings for the new design airflows. Report all deficiencies to the owner in the final TAB report.

The major air handling equipment shall have outside air volume measurements at 30%, 50%, 65%, 80%, and 100% fan speed for the following facilities:

• Center for Advanced Manufacturing Building (1 VAV AHU)

• Bank of Kentucky / BB&T Classroom and Training Center (1 VAV AHU)

• Edgewood Nursing and Allied Health Building (2 VAV AHUs) o Provide measurements for the following conditions:

General building exhaust running General building exhaust and fume hoods on

• Transportation Technologies Building (4 VAV RTUs)

• Technology, Innovation, and Enterprise Building (2 VAV RTUs)

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1.3 PREPARATION AND COORDINATION REQUIREMENTS – GENERAL

1.3.1 Shop drawings, submittal data, up-to-date revisions, change orders, and other data required for planning, preparation, and execution of the TAB work shall be provided to the TAB Agency no later than 30 days prior to the start of TAB work.

1.3.2 System installation and equipment startup shall be complete prior to the TAB Agency’s being notified to begin.

1.3.3 The building control system shall be complete and operational. The Building Control system

(sub)contractor shall install all necessary computers and computer programs and make these operational. Assistance shall be provided as required for reprogramming, coordination, and problem resolution.

1.3.4 All test points, balancing devices, identification tags, etc. shall be accessible and clear of insulation and other obstructions that would impede TAB procedures.

1.3.5 Qualified installation or startup personnel shall be readily available for the operation and adjustment of the systems. Assistance shall be provided as required for coordination and problem resolution.

1.3.6 The TAB Agency shall provide (16) sixteen hours of work for coordinating with the CMTA commissioning team and/or the owner.

1.4 PREPARATION AND COORDINATION REQUIREMENTS – HVAC CONTROLS

1.4.1 Written notice shall be submitted through the Mechanical Contractor to the Engineer stating that the Control System is operating and controlling the HVAC System. This letter is to be provided to the DECA Project Manager and the TAB Agency prior to any balancing.

1.4.2 The Contractor/Control (sub)contractor shall have entered all data needed for the TAB Agency to begin work.

1.4.3 The Contractor/Control (sub)contractor shall be available to correct any problems that the TAB

Agency may encounter with the systems.

1.4.4 All costs for additional work by the TAB Agency due to the Contractor’s failure to comply with the above shall be paid by the Contractor and any subcontractor(s) for HVAC controls.

1.5 PREPARATION AND COORDINATION REQUIREMENTS – MECHANICAL

1.5.1 Written notice shall be submitted through the Mechanical Contractor to the Engineer stating that the HVAC system is operational and ready for the TAB Agency. This letter is to be provided to the DECA Project Manager and the TAB Agency prior to any balancing.

1.5.2 The Contractor/Mechanical subcontractor shall have proved all units operational and all air outlets in the full open position.

1.5.3 The Contractor/Mechanical subcontractor shall be available to correct any problems that the TAB

Agency might have with any equipment or systems.

1.5.4 The Contractor/Mechanical subcontractor shall furnish and install any replacement sheaves, pulleys and drive belts required for flow adjustments, as determined by the TAB Agency.

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Adjustable sheaves shall be selected so that the final adjustment position is in the middle third of the total adjustment range.

1.5.5 All costs for additional work by the TAB Agency due to the Contractor’s failure to comply with the above shall be paid by the Contractor and any subcontractor(s) for mechanical work.

1.6 PREPARATION AND COORDINATION REQUIREMENTS – DUCTWORK – NOT USED

1.7 WORK BY TAB AGENCY

1.7.1 The work included in the remainder of this section consists of furnishing labor, instruments, and tools required in testing, adjusting, and balancing the HVAC systems, as described in these specifications, or shown on accompanying drawings. Services shall include checking equipment performance, taking the specified measurements, and recording and reporting the results. This work shall be performed by the TAB Agency under direct contract to the owner. The remainder herein is also for the information of the Contractor and all subcontractors.

1.7.2 The items requiring testing, adjusting, and balancing include the following:

• NEW HYDRONIC SYSTEMS:

o Chillers o Pumps o AHU Coils

• VARIABLE AIR VOLUME SYSTEMS:

o VAV Terminal Units with new terminal unit controls to have k-factors set (see Section

1.2.3 for scope of work).

o VAV terminal units with controller indicated as to remain (i.e. without control scope) is

NOT included in this scope of work.

• GRILLES, REGISTERS, DIFFUSERS

o All GRDs at the Technology, Innovation, and Enterprise (TIE) Building shall be measured. See the attached drawing for design airflows.

• AIR HANDLING UNITS:

o At a minimum, outside air readings shall be taken at 30%, 50%, 65%, 80%, and

100% fan speed. Refer to 1.2.3 for detailed scope of work.

o Building exhaust shall be on during testing.

1.8 QUALIFICATIONS

1.8.1 Agency qualifications: The TAB Agency shall be a current member of a nationally recognized balance organization (“National Organization”). This Organization shall provide the owner with National guaranteed document certifying the work of the TAB Agency. Acceptable organizations are Associated Air Balance Council (AABC) or National Environmental Balancing Bureau (NEBB).

• The selected TAB Agency must provide proof of certification for the total project (air, water, sound, vibration, etc.).

• The selected TAB Agency shall be provided access to computers, cables or any software needed to operate the building control system during the balancing phase.

1.8.2 All work shall be in accordance with the latest edition of the National Standards, as published by the National Organization affiliated with the TAB Agency.

1.9 SUBMITTALS

1.9.1 Qualifications: The TAB Agency shall submit a company resume listing personnel and project experience in air and hydronic system balancing and a copy of the agency’s test and balance

203100 – TEST AND BALANCE Page 4 of 5 engineer (TBE) certificate. Certification in noise, vibration, and air quality shall be submitted as the job requires. At minimum, the balance technician shall possess their technician certification.

1.9.2 Procedures and agenda: The TAB Agency shall submit the TAB procedures and agenda proposed to be used.

1.10 REPORTS

1.10.1 Final TAB Report – The TAB Agency shall submit the final TAB report for review by the engineer.

All equipment including but not limited to fans, outlets, traverses, static pressure profiles, pumps, coils, etc. shall be identified in the report. The report must also include, at minimum, electronic drawings that correspond to all test points for additional report clarification. The TAB Agency shall submit an “National Project Performance Guaranty” assuring that the project systems were tested, adjusted, and balanced in accordance with the project specifications and National Standards.

1.10.2 Submit three (3) electronic copies of the Final TAB Report to the Engineer, and (1) electronic copy to the Project Manager from the Division of Engineering and Contract Administration. A maximum of three (3) additional hard copies shall be submitted on request.

1.10.3 Payments for the TAB work shall be contingent upon the proper submittal and approval of the

TAB reports.

1.11 DEFICIENCIES

1.11.1 Any deficiencies in the installation or performance of a system or component observed by the

TAB Agency shall be brought to the attention of the appropriate responsible person. Also notify the mechanical project representative from the Division of Engineering and Contract Administration.

1.11.2 The work necessary to correct items on the deficiency listing shall be performed and verified by the affected contractor before the TAB Agency returns to retest. Unresolved deficiencies shall be noted in the final report.

PART 2 – INSTRUMENTATION:

2.1 All instruments used for measurements shall be accurate and calibrated. Calibration and maintenance of all instruments shall be in accordance with the requirements of the National Standards.

PART 3 – EXECUTION:

3.1 GENERAL

3.1.1 The specific systems shall be reviewed and inspected for conformance to design documents.

Testing, adjusting, and balancing on each identified system shall be performed. The accuracy of measurements shall be in accordance with national Standards. Adjustment tolerances shall be + or – 10% unless otherwise stated.

3.1.2 Equipment settings, including manual damper quadrant positions, manual valve indicators, fan speed control levers, and similar controls and devices shall be marked to show final settings.

3.1.3 All information necessary to complete a proper TAB project and report shall be per National

Organization’s standards unless otherwise noted. The descriptions for work required, as listed in this section, are guides to the minimum information needed.

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3.2 HYDRONIC SYSTEMS

3.2.1 The TAB Agency shall, as applicable, confirm that all hydronic equipment, piping, and coils have been filled and purged; those strainers have been cleaned; and that all balancing valves (except bypass valves) are set full open. The TAB Agency shall perform the following testing and balancing functions in accordance with the National Standards:

• For chiller:

o Verify that chillers have been filled and started by others and are in operation.

o Current and Voltage – As applicable, test and record motor voltage and amperage, and compare data with the nameplate limits to ensure motor is not in or above the service factor.

o Test and adjust water flow through chillers.

o Test and record water temperature through chillers.

• For pumps:

o Test and adjust hot water pumps to achieve maximum or design GPM. Check pumps for proper operation. Confirm proper rotation direction. Pumps shall be free of vibration and cavitation. Record appropriate gauge readings for final TDH and Block-Off/Dead head calculations.

o Current and Voltage – Test and record motor voltage and amperage and compare data with the nameplate limits to ensure pump motor is not in or above the service factor.

• For coils:

o Tolerances – Test, adjust, and balance all chilled-water and hot-water coils within 10% of design requirements.

o Verification – Verify the type, location, final pressure drop and GPM of each coil. This information shall be recorded on coil data sheets.

o All automatic flow control devices shall be measured for correct differential pressure and flow. Each devices shall be included in the report with the appropriate information.

3.3 ADDITIONAL TAB SERVICES:

3.3.1 PRECONSTRUCTION PLAN CHECK AND REVIEW: The TAB Agency shall review the project documents and contractor submittals for their effect on the TAB process and overall performance of the HVAC system. It shall submit recommendations for enhancements or changes to the system within 30 days of document review.

3.3.2 TAB VERIFICATION: The TAB Agency is to include time to verify a minimum of 10% of all readings or maximum of 1 day.

END OF SECTION 230593