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36C26119Q0587 Test and balance procedures and requirements.docx
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02-01-15
TESTING, ADJUSTING, AND BALANCING FOR HVAC
PART 1 GENERAL
1.1 DESCRIPTION
| A. | Testing, adjusting, and balancing (TAB) of heating, ventilating and air conditioning (HVAC) systems. TAB includes the following: |
| 1. | Planning systematic TAB procedures. |
| 2. | N/A |
| 3. | Systems Inspection report. |
| 4. | N/A |
| 5. | Systems Readiness Report. |
| 6. | Balancing air; adjustment of total system to provide design performance; and testing performance of equipment and automatic controls. |
| 7. | Vibration and sound measurements. |
| 8. | Recording and reporting results. |
| B. | Definitions: |
| 1. | Basic TAB used in this Section: Chapter 38, "Testing, Adjusting and Balancing" of 2011 ASHRAE Handbook, "HVAC Applications". |
| 2. | TAB: Testing, Adjusting and Balancing; the process of checking and adjusting HVAC systems to meet design objectives. |
| 3. | AABC: Associated Air Balance Council. |
| 4. | NEBB: National Environmental Balancing Bureau. |
| 5. | N/A |
| 6. | Air Systems: Includes all outside air, supply air, return air, exhaust air and relief air systems. |
| 7. | Flow rate tolerance: The allowable percentage variation, minus to plus, of actual flow rate from values (design) in the contract documents. |
1.2 RELATED WORK
N/A
1.3 QUALITY ASSURANCE
| A. | Qualifications: |
| 1. | TAB Agency: The TAB agency shall be a subcontractor of the General Contractor and shall report to and be paid by the General Contractor. |
| 2. | The TAB agency shall be either a certified member of AABC or certified by the NEBB to perform TAB service for HVAC, water balancing and vibrations and sound testing of equipment. The certification shall be maintained for the entire duration of duties specified herein. If, for any reason, the agency loses subject certification during this period, the General Contractor shall immediately notify the Resident Engineer and submit another TAB firm for approval. Any agency that has been the subject of disciplinary action by either the AABC or the NEBB within the five years preceding Contract Award shall not be eligible to perform any work related to the TAB. All work performed in this Section and in other related Sections by the TAB agency shall be considered invalid if the TAB agency loses its certification prior to Contract completion, and the successor agency’s review shows unsatisfactory work performed by the predecessor agency. |
| 3. | TAB Specialist: The TAB specialist shall be either a member of AABC or an experienced technician of the Agency certified by NEBB. The certification shall be maintained for the entire duration of duties specified herein. If, for any reason, the Specialist loses subject certification during this period, the General Contractor shall immediately notify the Resident Engineer and submit another TAB Specialist for approval. Any individual that has been the subject of disciplinary action by either the AABC or the NEBB within the five years preceding Contract Award shall not be eligible to perform any duties related to the HVAC systems, including TAB. All work specified in this Section and in other related Sections performed by the TAB specialist shall be considered invalid if the TAB Specialist loses its certification prior to Contract completion and must be performed by an approved successor. |
| 4. | All TAB technicians performing actual TAB work shall be experienced and must have done satisfactory work on a minimum of 3 projects comparable in size and complexity to this project. Qualifications must be certified by the TAB agency in writing. The lead technician shall be certified by AABC or NEBB |
| B. | Test Equipment Criteria: The instrumentation shall meet the accuracy/calibration requirements established by AABC National Standards or by NEBB Procedural Standards for Testing, Adjusting and Balancing of Environmental Systems and instrument manufacturer. Provide calibration history of the instruments to be used for test and balance purpose. |
| C. | Tab Criteria: |
| 1. | One or more of the applicable AABC, NEBB or SMACNA publications, supplemented by ASHRAE Handbook "HVAC Applications" Chapter 38, and requirements stated herein shall be the basis for planning, procedures, and reports. |
| 2. | Flow rate tolerance: Following tolerances are allowed. For tolerances not mentioned herein follow 2011 ASHRAE Handbook "HVAC Applications", Chapter 38, as a guideline. Air Filter resistance during tests, artificially imposed if necessary, shall be at least 100 percent of manufacturer recommended change over pressure drop values for pre-filters and after-filters. |
| a. | Air handling unit and all other fans, cubic meters/min (cubic feet per minute): Minus 0 percent to plus l0 percent. |
| b. | Air terminal units (maximum values): Minus 2 percent to plus l0 percent. |
| c. | Exhaust hoods/cabinets: 0 percent to plus l0 percent. |
| d. | Minimum outside air: 0 percent to plus 10 percent. |
| e. | Individual room air outlets and inlets, and air flow rates not mentioned above: Minus 5 percent to plus l0 percent except if the air to a space is 100 CFM or less the tolerance would be minus 5 to plus 5 percent. |
| 3. | Systems shall be adjusted for energy efficient operation as described in PART 3. |
| 4. | Typical TAB procedures and results shall be demonstrated to the Government Point of Contract for one air distribution system (including all fans, three terminal units, three rooms randomly selected by the Government Point of Contract) as follows: |
| a. | When field TAB work begins. |
| b. | During each partial final inspection and the final inspection for the project if requested by VA. |
1.4 SUBMITTALS
| A. | Submit names and qualifications of TAB agency and TAB specialists within 21 days after the notice to proceed. |
| B. | Submit Following for Review and Approval: |
| 1. | Systems inspection report on equipment and installation for conformance with design. |
| 2. | Systems Readiness Report. |
| 3. | Final TAB reports covering flow balance and adjustments, performance tests, vibration tests and sound tests. |
| 4. | Include in final reports uncorrected installation deficiencies noted during TAB and applicable explanatory comments on test results that differ from design requirements. |
1.5 APPLICABLE PUBLICATIONS
| A. | The following publications form a part of this specification to the extent indicated by the reference thereto. In text the publications are referenced to by the acronym of the organization. |
| B. | American Society of Heating, Refrigerating and Air Conditioning Engineers, Inc. (ASHRAE): |
| 2011 | HVAC Applications ASHRAE Handbook, Chapter 38, Testing, Adjusting, and Balancing and Chapter 48, Sound and Vibration Control |
| C. | Associated Air Balance Council (AABC): |
| 2002 | AABC National Standards for Total System Balance |
| D. | National Environmental Balancing Bureau (NEBB): |
| 7th Edition 2005 | Procedural Standards for Testing, Adjusting, Balancing of Environmental Systems |
| 2nd Edition 2006 | Procedural Standards for the Measurement of Sound and Vibration |
3rd Edition 2009 ........Procedural Standards for Whole Building Systems Commissioning of New Construction
| E. | Sheet Metal and Air Conditioning Contractors National Association (SMACNA): |
| 3rd Edition 2002 | HVAC SYSTEMS Testing, Adjusting and Balancing |
PART 2 - PRODUCTS
N/A
PART 3 - EXECUTION
3.1 GENERAL
| A. | Refer to TAB Criteria in Article, Quality Assurance. |
| B. | Obtain applicable contract documents and copies of approved submittals for HVAC equipment and automatic control systems. |
3.2 design review report N/A
3.3 systems inspection report
| A. | Inspect equipment and installation for conformance with design. |
| B. | The inspection and report is to be done after air distribution equipment is on site and duct installation has begun, but well in advance of performance testing and balancing work. The purpose of the inspection is to identify and report deviations from design and ensure that systems will be ready for TAB at the appropriate time. |
| C. | Reports: Follow check list format developed by AABC, NEBB or SMACNA, supplemented by narrative comments, with emphasis on air handling units and fans. Check for conformance with submittals. Verify that diffuser and register sizes are correct. Check air terminal unit installation including their duct sizes and routing. |
3.4 duct air leakage test report N/A
3.5 system readiness report
| A. | Inspect each System to ensure that it is complete including installation and operation of controls. Submit report to RE in standard format and forms prepared and or approved by the Commissioning Agent. |
| B. | Verify that all items such as ductwork piping, ports, terminals, connectors, etc., that is required for TAB are installed. Provide a report to the Government Point of Contract. |
3.6 tab reports A. The TAB contractor shall provide raw data immediately in writing to the Government Point of Contract if there is a problem in achieving intended results before submitting a formal report.
3.7 TAB PROCEDURES
| A. | Tab shall be performed in accordance with the requirement of the Standard under which TAB agency is certified by either AABC or NEBB. |
| B. | General: During TAB all related system components shall be in full operation. Fan and pump rotation, motor loads and equipment vibration shall be checked and corrected as necessary before proceeding with TAB. Set controls and/or block off parts of distribution systems to simulate design operation of variable volume air or water systems for test and balance work. |
C. Coordinate TAB procedures with existing systems.
| D. | Air Balance and Equipment Test: Include air handling units, fans, terminal units, fan coil units, room diffusers/outlets/inlets, computer room AC units, and laboratory fume hoods and biological safety cabinets. |
| 1. | Artificially load air filters by partial blanking to produce air pressure drop of manufacturer’s recommended pressure drop. |
| 2. | Adjust fan speeds to provide design air flow. |
| 3. | Test and balance systems in all specified modes of operation, including variable volume, economizer, and fire emergency modes. Verify that dampers and other controls function properly. |
| 4. | Variable air volume (VAV) systems: |
| a. | Coordinate TAB, including system volumetric controls |
| b. | Check and readjust ATU flow rates if necessary. Balance air distribution from ATU on full cooling maximum scheduled cubic meters per minute (cubic feet per minute). Reset room thermostats and check ATU operation from maximum to minimum cooling, to the heating mode, and back to cooling. Record and report the heating coil leaving air temperature when the ATU is in the maximum heating mode. Record and report outdoor air flow rates under all operating conditions (The test shall demonstrate that the minimum outdoor air ventilation rate shall remain constant under al operating conditions). |
| c. | Adjust operating pressure control setpoint to maintain the design flow to each space with the lowest setpoint. |
| 5. | Record final measurements for air handling equipment performance data sheets. |
3.8 VIBRATION TESTING
N/A
3.9 SOUND TESTING
| A. | Perform and record required sound measurements |
| 1. | Take readings in rooms, approximately fifteen (15) percent of all rooms. The Government Point of Contract may designate the specific rooms to be tested. |
| B. | Take measurements with a calibrated sound level meter and octave band analyzer of the accuracy required by AABC or NEBB. |
| C. | Sound reference levels, formulas and coefficients shall be according to 2011 ASHRAE Handbook, "HVAC Applications", Chapter 48, SOUND AND VIBRATION CONTROL. |
| D. | Determine compliance with specifications as follows: |
| 1. | When sound pressure levels are specified, including the NC 45 Criteria |
| a. | Reduce the background noise as much as possible by shutting off unrelated audible equipment. |
| b. | Measure octave band sound pressure levels with specified equipment "off." |
| c. | Measure octave band sound pressure levels with specified equipment "on." |
| d. | Use the DIFFERENCE in corresponding readings to determine the sound pressure due to equipment. |
| DIFFERENCE: |
| 0 |
| 1 |
| 2 |
| 3 |
| 4 |
| 5 to 9 |
| 10 or More |
| FACTOR: |
| 10 |
| 7 |
| 4 |
| 3 |
| 2 |
| 1 |
| 0 |
| Sound pressure level due to equipment equals sound pressure level with equipment "on" minus FACTOR. | |
| e. | Plot octave bands of sound pressure level due to equipment for typical rooms on a graph which also shows noise criteria (NC) curves. |
| E. | Where measured sound levels exceed specified level, the installing contractor or equipment manufacturer shall take remedial action through adjustment if possible and provide recommendation report if product changes are required |
| F. | Test readings for sound testing could go higher than 15 percent if determination is made by the Government Point of Contract based on the recorded sound data. |
3.10 Marking of Settings
Following approval of Tab final Report, the setting of all HVAC adjustment devices including valves, splitters and dampers shall be permanently marked by the TAB Specialist so that adjustment can be restored if disturbed at any time. Style and colors used for markings shall be coordinated with the Resident Engineer.
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