Testing and Balancing Specifications.pdf

Hopkinsville Community College Account No: 470-CADL-HK66-00 Academic Building Renovation C/S Project No: 2210

TESTING, ADJUSTING, AND BALANCING (KY DIV. OF E&CA) 23 06 00 - 1

SECTION 23 06 00 - TESTING, ADJUSTING, AND BALANCING (KY DIV. OF E&CA)

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. 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

A. 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.

B. 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.

1.3 PREPARATION AND COORDINATION REQUIREMENTS – GENERAL

A. 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.

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

C. 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.

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

E. 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.

1.4 PREPARATION AND COORDINATION REQUIREMENTS – HVAC CONTROLS

A. Written notice shall be submitted through the General Contractor to the Architect-Engineer stating that the Control System is operating and controlling the HVAC System.

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

C. The Control (sub)contractor shall be available to correct any problems that the TAB Agency may encounter with the systems.

D. 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

A. Written notice shall be submitted through the General Contractor to the Architect stating that the HVAC system is operational and ready for the TAB Agency.

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

C. The Mechanical Contractor shall be available to correct any problems that the TAB Agency might have with any equipment or systems.

D. The Mechanical Contractor shall furnish and install any replacement sheaves, pulleys and drive belts required for flow adjustments, as determined by the TAB Agency. Adjustable sheaves shall be selected so that the final adjustment position is in the middle third of the total adjustment range.

E. 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

A. Ductwork air leakage testing shall be performed by the TAB Agency. Refer to Section “Metal Ducts” for additional requirements.

B. The ductwork/sheetmetal subcontractor shall promptly correct any related problems discovered by the leakage tests.

C. All costs associated with retesting and/or delays or other problems which impede the TAB Agency from performing such testing shall be paid by the contractor and any subcontractor(s) for ductwork.

1.7 WORK BY TAB AGENCY

A. 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, TESTING, ADJUSTING, AND BALANCING (KY DIV. OF E&CA) 23 06 00 - 3 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.

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

AIR SYSTEMS:

1. Supply Air Fans

2. Exhaust Air Fans

3. Outside Air Fans

4. Exhaust/Relief Air Fans

5. Grilles, Registers, and Diffusers

HYDRONIC SYSTEMS:

1. Pumps

2. Boiler water flows

3. Boiler water temperatures – entering and leaving

4. Coil water flows at units

5. Coil water temperatures – entering and leaving

6. Fluid Cooler water flows

7. Fluid Cooler water temperatures – entering and leaving

1.8 QUALIFICATIONS

A. 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 Guarantee document certifying the work of the TAB Agency. The acceptable organization is the Associated Air Balance Council (AABC).

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

2. The selected TAB Agency shall possess computers, cables, and software needed to operate the building control system. This requires the TAB Agency to be properly licensed and/or trained to run the Control contractor’s software.

1.9 DEFINITIONS, REFERENCES AND STANDARDS

A. All work shall be in accordance with the latest edition of the National Standards, as published by the AABC.

1.10 SUBMITTALS

A. 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 engineer (TBE) certificate.

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

1.11 REPORTS

A. Final TAB Report – The TAB Agency shall submit the final TAB report for review by the engineer. All outlets, devices, HVAC equipment, etc., shall be identified, along with a numbering system corresponding to report unit identification. 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.

B. Submit three (3) copies of the Final TAB Report to the Architect-Engineer, and (1) copy to the Project Manager from the Division of Engineering and Contract Administration.

C. Payments for the TAB work shall be contingent upon the proper submittal and approval of the TAB reports.

1.12 DEFICIENCIES

A. 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.

B. 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

A. 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.

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B. 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.

C. 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.

3.2 AIR SYSTEMS

A. The TAB Agency shall verify that all ductwork, dampers, grilles, registers, and diffusers have been installed per design and set in the full open position. The TAB Agency shall perform the following TAB procedures in accordance with the National Standards:

For supply fans:

1. Fan speeds – Test and adjust fan RPM to achieve maximum or design CFM.

Confirm proper rotation direction.

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

3. Pitot-Tube Traverse – Perform a Pitot-tube traverse of main supply and return ducts, as applicable to obtain total CFM.

4. Outside Air – Test and adjust the outside air on applicable equipment using a Pitot-tube traverse. If a traverse is not practical use the mixed-air temperature method if the inside and outside temperature difference is at least 20 degrees Fahrenheit or use the difference between Pitot-tube traverses of the supply and return air ducts.

5. Static Pressure – Test and record system static profile of each supply fan.

For return fans:

1. Fan speeds – test and adjust fan RPM to achieve maximum or design CFM.

Confirm proper rotation direction.

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

3. Pitot-Tube Traverse – Perform a Pitot-tube traverse of the main return ducts to obtain total CFM.

4. Static Pressure – Test and record system static profile of each return fan.

For exhaust/relief fans:

1. Fan speeds – Test and adjust fan RPM to achieve maximum or design CFM.

Confirm proper rotation direction.

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

3. Static Pressure – Test and record system static profile of each relief fan.

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4. Pitot Tube Traverse – If possible, per system ductwork, perform a traverse to determine Relief Air CFM.

For exhaust fans:

1. Fan speeds – Test and adjust fan RPM to achieve maximum and design CFM.

Confirm proper rotation direction.

2. Current and Voltage – 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.

3. Pitot-tube Traverse – Perform a Pitot-tube traverse of main exhaust ducts to obtain total CFM.

For zone, branch and main ducts:

1. Adjust ducts to within design CFM requirements. As applicable, at least one zone balancing damper shall be completely open. Multi-diffuser branch ducts shall have at least one outlet or inlet volume damper completely open.

For diffusers, registers and grilles:

1. Tolerances – Test, adjust, and balance each diffuser, grille, and register to within 10% of design requirements. Minimize drafts.

2. Identification – Identify the type, location, and size of each grille, diffuser, and register. This information shall be recorded on air outlet data sheets.

For coils:

1. Air Temperature – Once air flows are set to acceptable limits, take wet bulb and dry bulb air temperatures on the entering and leaving side of each cooling coil. Dry-bulb temperature shall be taken on the entering and leaving side of each heating coil.

3.3 HYDRONIC SYSTEMS

A. The TAB Agency shall, as applicable, confirm that all hydronic equipment, piping, and coils have been filled and purged; that 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 pumps:

1. Test and adjust condenser 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.

2. 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.

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3. Operate variable frequency drives from minimum to maximum setpoints.

For system mains and branches:

1. Adjust water flow in pipes to achieve maximum or design GPM.

For coils:

1. Tolerances – Test, adjust, and balance all condenser-water coils within 5% of design requirements.

2. Verification – Verify the type, location, final pressure drop and GPM of each coil.

This information shall be recorded on coil data sheets.

3.4 OPTIONAL TAB SERVICES

A. Duct Leakage Testing:

1. Include a unit price in the TAB procurement package for duct testing, along with an estimated number of daily trips to be included in the TAB bid price.

END OF SECTION 23 06 00