23_05_93.02_00.pdf

CP#2 Long Range Discrimination Radar (LRDR) CLR039b LRDR Complex Security - Clear AFS, Alaska AM#3

SECTION 23 05 93.02 00

TESTING, ADJUSTING, AND BALANCING FOR HVAC

11/15

PART 1 GENERAL

1.1 REFERENCES

The publications listed below form a part of this specification to the extent referenced. The publications are referred to within the text by the basic designation only.

AIR MOVEMENT AND CONTROL ASSOCIATION INTERNATIONAL (AMCA)

AMCA 203 (1990; R 2011) Field Performance Measurements of Fan Systems

AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR-CONDITIONING

ENGINEERS (ASHRAE)

ASHRAE 62.1 (2010; Errata 2011; INT 3 2012; INT 4 2012; INT 5 2013) Ventilation for Acceptable Indoor Air Quality

ASSOCIATED AIR BALANCE COUNCIL (AABC)

AABC MN-1 (2002; 6th ed) National Standards for Total System Balance

AABC MN-4 (1996) Test and Balance Procedures

NATIONAL ENVIRONMENTAL BALANCING BUREAU (NEBB)

NEBB MASV (2006) Procedural Standards for Measurements and Assessment of Sound and Vibration

NEBB PROCEDURAL STANDARDS (2005) Procedural Standards for TAB (Testing, Adjusting and Balancing) Environmental Systems

SHEET METAL AND AIR CONDITIONING CONTRACTORS' NATIONAL ASSOCIATION

(SMACNA)

SMACNA 1780 (2002) HVAC Systems - Testing, Adjusting and Balancing, 3rd Edition

SMACNA 1858 (2004) HVAC Sound And Vibration Manual - First Edition

SMACNA 1972 CD (2012) HVAC Air Duct Leakage Test Manual - 2nd Edition

U.S. NATIONAL ARCHIVES AND RECORDS ADMINISTRATION (NARA)

40 CFR 82 Protection of Stratospheric Ozone

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1.2 DEFINITIONS

a. AABC: Associated Air Balance Council

b. COTR: Contracting Officer's Technical Representative

c. DALT: Duct air leakage test

d. DALT'd: Duct air leakage tested

e. HVAC: Heating, ventilating, and air conditioning; or heating, ventilating, and cooling

f. NEBB: National Environmental Balancing Bureau

g. Out-of-tolerance data: Pertains only to field acceptance testing of Final DALT or TAB report. When applied to DALT work, this phase means "a leakage rate measured during DALT field acceptance testing which exceeds the leakage rate allowed by SMACNA Leak Test Manual for an indicated duct construction and sealant class.""a leakage rate measured during DALT field acceptance testing which exceeds the leakage rate allowed by Appendix D REQUIREMENTS FOR DUCT AIR LEAK TESTING." When applied to TAB work this phase means "a measurement taken during TAB field acceptance testing which does not fall within the range of plus 5 to minus 5 percent of the original measurement reported on the TAB Report for a specific parameter."

h. Season of maximum heating load: The time of year when the outdoor temperature at the project site remains within plus or minus 30 degrees Fahrenheit of the project site's winter outdoor design temperature, throughout the period of TAB data recording.

i. Season of maximum cooling load: The time of year when the outdoor temperature at the project site remains within plus or minus 5 degrees Fahrenheit of the project site's summer outdoor design temperature, throughout the period of TAB data recording.

j. Season 1, Season 2: Depending upon when the project HVAC is completed and ready for TAB, Season 1 is defined, thereby defining Season 2.

Season 1 could be the season of maximum heating load, or the season of maximum cooling load.

k. Sound measurements terminology: Defined in AABC MN-1, NEBB MASV, or

SMACNA 1858 (TABB).

l. TAB: Testing, adjusting, and balancing (of HVAC systems)

m. TAB'd: HVAC Testing/Adjusting/Balancing procedures performed

n. TAB Agency: TAB Firm

o. TAB team field leader: TAB team field leader

p. TAB team supervisor: TAB team engineer

q. TAB team technicians: TAB team assistants

o. TAB team field leader: TAB team field leader

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p. TAB team supervisor: TAB team engineer

q. TAB team technicians: TAB team assistants

r. TABB: Testing Adjusting and Balancing Bureau

1.2.1 Similar Terms

In some instances, terminology differs between the Contract and the TAB Standard primarily because the intent of this Section is to use the industry standards specified, along with additional requirements listed herein to produce optimal results.

The following table of similar terms is provided for clarification only.

Contract requirements take precedent over the corresponding AABC, NEBB, or TABB requirements where differences exist.

SIMILAR TERMS

Contract Term AABC Term NEBB Term TABB Term

TAB Standard National Standards for Testing and Balancing Heating, Ventilating, and Air Conditioning Systems

Procedural Standards for Testing, Adjusting and Balancing of Environmental Systems

International Standards for Environmental Systems Balance

TAB Specialist TAB Engineer TAB Supervisor TAB Supervisor

Systems Readiness Check

Construction Phase Inspection

Field Readiness Check & Preliminary Field Procedures

Field Readiness Check & Prelim.

Field Procedures

1.3 WORK DESCRIPTION

The work includes duct air leakage testing (DALT) and testing, adjusting, and balancing (TAB) of new and existing heating, ventilating, and cooling (HVAC) air and water distribution systems including equipment and performance data, ducts, and piping which are located within, on, under, between, and adjacent to buildings, including records of existing conditions.

Perform TAB in accordance with the requirements of the TAB procedural standard recommended by the TAB trade association that approved the TAB Firm's qualifications. Comply with requirements of AABC MN-1, NEBB PROCEDURAL STANDARDS, or SMACNA 1780 (TABB) as supplemented and modified by this specification section. All recommendations and suggested practices contained in the TAB procedural standards are considered mandatory.

Conduct DALT and TAB of the indicated existing systems and equipment and submit the specified DALT and TAB reports for approval. Conduct DALT testing in compliance with the requirements specified in SMACNA 1972 CD, except as supplemented and modified by this section. Conduct DALT and TAB

SECTION 23 05 93.02 00 Page 3 work in accordance with the requirements of this section.

1.3.1 Air Distribution Systems

Test, adjust, and balance systems (TAB) in compliance with this section.

Obtain Contracting Officer's written approval before applying insulation to exterior of air distribution systems as specified under Section

23 07 00.02 00 THERMAL INSULATION FOR MECHANICAL SYSTEMS.

1.3.2 Water Distribution Systems

TAB systems in compliance with this section. Obtain Contracting Officer's written approval before applying insulation to water distribution systems as specified under Section 23 07 00.02 00 THERMAL INSULATION FOR MECHANICAL SYSTEMS. At Contractor's option and with Contracting Officer's written approval, the piping systems may be insulated before systems are TAB'd.

Terminate piping insulation immediately adjacent to each flow control valve, automatic control valve, or device. Seal the ends of pipe insulation and the space between ends of pipe insulation and piping, with waterproof vapor barrier coating.

After completion of work under this section, insulate the flow control valves and devices as specified under Section 23 07 00.02 00 THERMAL

INSULATION FOR MECHANICAL SYSTEMS.

1.3.3 TAB SCHEMATIC DRAWINGS

Show the following information on TAB Schematic Drawings:

1. A unique number or mark for each piece of equipment or terminal.

2. Air quantities at air terminals.

3. Air quantities and temperatures in air handling unit schedules.

4. Water quantities and temperatures in thermal energy transfer equipment schedules.

5. Water quantities and heads in pump schedules.

6. Water flow measurement fittings and balancing fittings.

7. Ductwork Construction and Leakage Testing Table that defines the DALT test requirements, including each applicable HVAC duct system ID or mark, duct pressure class, duct seal class, and duct leakage test pressure. This table is included in the file for Graphics for Unified Facilities Guide Specifications:

http://www.wbdg.org/ccb/NAVGRAPH/graphtoc.pdf

The Testing, Adjusting, and Balancing (TAB) Specialist must review the Contract Plans and Specifications and advise the Contracting Officer of any deficiencies that would prevent the effective and accurate TAB of the system, including records of existing conditions, and systems readiness check. The TAB Specialist must provide a Design Review Report individually listing each deficiency and the corresponding proposed corrective action necessary for proper system operation. The Testing, Adjusting, and Balancing (TAB) Specialist must review the Contract Plans

SECTION 23 05 93.02 00 Page 4 and Specifications and advise the Contracting Officer of any deficiencies that would prevent the effective and accurate TAB of the system, including records of existing conditions, and systems readiness check. The TAB Specialist must provide a Design Review Report individually listing each deficiency and the corresponding proposed corrective action necessary for proper system operation.

Submit three copies of the TAB Schematic Drawings and Report Forms to the Contracting Officer, no later than 21 days prior to the start of TAB field measurements.

1.3.4 Related Requirements

Section 23 00 00.02 00 AIR SUPPLY, DISTRIBUTION, VENTILATION, AND EXHAUST SYSTEMS applies to work specified in this section.

Specific requirements relating to Reliability Centered Maintenance (RCM) principals and Predictive Testing and Inspection (PTI), by the construction contractor to detect latent manufacturing and installation defects must be followed as part of the Contractor's Quality Control program. Refer to the paragraph SUSTAINABILITY for detailed requirements.

1.4 SUBMITTALS

Government approval is required for submittals with a "G" designation;

submittals not having a "G" designation are for information only. When used, a designation following the "G" designation identifies the office that will review the submittal for the Government. Submittals with an "S" are for inclusion in the Sustainability Notebook, in conformance to Section 01 33 29.02 00 SUSTAINABILITY REPORTING. Submit the following in accordance with Section 01 33 00.02 00 SUBMITTAL PROCEDURES:

SD-01 Preconstruction Submittals

Records of Existing Conditions; G

Independent TAB Agency and Personnel Qualifications; G

TAB Design Review Report; G

TAB Firm; G

Designation of TAB Team Assistants; G

Designation of TAB Team Engineer; G or TAB Specialist; G

Designation of TAB Team Field Leader; G

SD-02 Shop Drawings

TAB Schematic Drawings and Report Forms; G

SD-03 Product Data

Equipment and Performance Data; G

TAB Related HVAC Submittals; G

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A list of the TAB Related HVAC Submittals, no later than 7 days after the approval of the TAB team engineer and assistant.

TAB Procedures; G

Proposed procedures for TAB, submitted with the TAB Schematic Drawings and Report Forms.

Calibration; G

Systems Readiness Check; G

TAB Execution; G

TAB Verification; G

SD-06 Test Reports

Completed Pre-Final DALT Report; G

Certified Final DALT Report; G

Prerequisite HVAC Work Checkout List For Proportional Balancing; G

Certified Final TAB Report for Proportional Balancing; G

Prerequisite HVAC Work Checkout List For Season 1; G

Certified Final TAB Report for Season 1; G

Prerequisite HVAC Work Checkout List For Season 2; G

Certified Final TAB Report for Season 2; G

TAB Design Review Report; G

TAB Report for Season 1; G

TAB Report for Season 2; G

SD-07 Certificates

Independent TAB Agency and Personnel Qualifications; G

DALT and TAB Submittal and Work Schedule; G

TAB Pre-Field Engineering Report; G

Instrument Calibration Certificates; G

DALT and TAB Procedures Summary; G

Completed Pre-Final DALT Work Checklist; G

Advance Notice of Pre-Final DALT Field Work; G

Advance Notice of TAB Field Work for Proportional Balancing; G

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Advance Notice of TAB Field Work for Season 1; G

Advance Notice of TAB Field Work for Season 2 G

TAB Firm; G

Design Review Report; G

Pre-field DALT Preliminary Notification; G

Advanced Notice for Season 1 TAB Field Work; G

Prerequisite HVAC Work Check Out List For Season 1; G

Advanced Notice for Season 2 TAB Field Work; G

Prerequisite HVAC Work Check Out List For Season 2; G

1.5 QUALITY ASSURANCE

1.5.1 Independent TAB Agency and Personnel Qualifications

To secure approval for the proposed agency, submit information certifying that the TAB agency is a first tier subcontractor who is not affiliated with any other company participating in work on this contract, including design, furnishing equipment, or construction. Further, submit the following, for the agency, to Contracting Officer for approval:

a. Independent AABC or NEBB or TABB TAB agency:

TAB agency: AABC registration number and expiration date of current certification; or NEBB certification number and expiration date of current certification; or TABB certification number and expiration date of current certification.

TAB team supervisor: Name and copy of AABC or NEBB or TABB TAB supervisor certificate and expiration date of current certification.

TAB team field leader: Name and documented evidence that the team field leader has satisfactorily performed full-time supervision of TAB work in the field for not less than 3 years immediately preceding this contract's bid opening date.

TAB team field technicians: Names and documented evidence that each field technician has satisfactorily assisted a TAB team field leader in performance of TAB work in the field for not less than one year immediately preceding this contract's bid opening date.

Current certificates: Registrations and certifications are current, and valid for the duration of this contract. Renew Certifications which expire prior to completion of the TAB work, in a timely manner so that there is no lapse in registration or certification. TAB agency or TAB team personnel without a current registration or current certification are not to perform TAB work on this contract.

b. TAB Team Members: TAB team approved to accomplish work on this contract are full-time employees of the TAB agency. No other

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c. Replacement of TAB team members: Replacement of members may occur if each new member complies with the applicable personnel qualifications and each is approved by the Contracting Officer.

1.5.1.1 TAB Standard

Perform TAB in accordance with the requirements of the standard under which the TAB Firm's qualifications are approved, i.e., AABC MN-1, NEBB PROCEDURAL STANDARDS, or SMACNA 1780 unless otherwise specified herein. All recommendations and suggested practices contained in the TAB Standard are considered mandatory. Use the provisions of the TAB Standard, including checklists, report forms, etc., as nearly as practical, to satisfy the Contract requirements. Use the TAB Standard for all aspects of TAB, including qualifications for the TAB Firm and Specialist and calibration of TAB instruments. Where the instrument manufacturer calibration recommendations are more stringent than those listed in the TAB Standard, adhere to the manufacturer's recommendations.

All quality assurance provisions of the TAB Standard such as performance guarantees are part of this contract. For systems or system components not covered in the TAB Standard, TAB procedures must be developed by the TAB Specialist. Where new procedures, requirements, etc., applicable to the Contract requirements have been published or adopted by the body responsible for the TAB Standard used (AABC, NEBB, or TABB), the requirements and recommendations contained in these procedures and requirements are considered mandatory, including the latest requirements of ASHRAE 62.1 .

1.5.1.2 Qualifications

a. TAB Firm

The TAB Firm must be either a member of AABC or certified by the NEBB or the TABB and certified in all categories and functions where measurements or performance are specified on the plans and specifications, including TAB of environmental systems and building systems commissioning.

Certification must be maintained for the entire duration of duties specified herein. If, for any reason, the firm loses subject certification during this period, the Contractor must immediately notify the Contracting Officer and submit another TAB Firm for approval. Any firm that has been the subject of disciplinary action by either the AABC, the NEBB, or the TABB within the five years preceding Contract Award is 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 to be performed by the TAB Firm will be considered invalid if the TAB Firm loses its certification prior to Contract completion and must be performed by an approved successor.

These TAB services are to assist the prime Contractor in performing the quality oversight for which it is responsible. The TAB Firm must be a prime subcontractor of the Contractor and be financially and corporately independent of the mechanical subcontractor, reporting directly to and paid by the Contractor.

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b. TAB Specialist

The TAB Specialist must be either a member of AABC,an experienced technician of the Firm certified by the NEBB, or a Supervisor certified by the TABB. The certification must be maintained for the entire duration of duties specified herein. If, for any reason, the Specialist loses subject certification during this period, immediately notify the Contracting Officer and submit another TAB Specialist for approval. Any individual that has been the subject of disciplinary action by either the AABC, the NEBB, or the TABB within the five years preceding Contract Award is not 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 will be considered invalid if the TAB Specialist loses its certification prior to Contract completion and must be performed by the approved successor.

c. TAB Specialist Responsiblities

TAB Specialist responsibilities include all TAB work specified herein and in related sections under his direct guidance. The TAB specialist is required to be onsite on a daily basis to direct TAB efforts. The TAB Specialist must participate in the commissioning process.

1.5.1.3 TAB Related HVAC Submittals

The TAB Specialist must prepare a list of the submittals from the Contract Submittal Register that relate to the successful accomplishment of all HVAC TAB. Accompany the submittals identified on this list with a letter of approval signed and dated by the TAB Specialist when submitted to the Government. Ensure that the location and details of ports, terminals, connections, etc., necessary to perform TAB are identified on the submittals.

1.5.2 Responsibilities

The Contractor is responsible for ensuring compliance with the requirements of this section. The following delineation of specific work responsibilities is specified to facilitate TAB execution of the various work efforts by personnel from separate organizations. This breakdown of specific duties is specified to facilitate adherence to the schedule listed in the paragraph TAB SUBMITTAL AND WORK SCHEDULE.

1.5.2.1 Contractor

a. TAB personnel: Ensure that the DALT work and the TAB work is accomplished by a group meeting the requirements specified in the paragraph TAB PERSONNEL QUALIFICATION REQUIREMENTS.

b. Pre-DALT/TAB meeting: Attend the meeting with the TAB Supervisor, and ensure that a representative is present for the sheetmetal contractor, mechanical contractor, electrical contractor, and automatic temperature controls contractor.

c. HVAC documentation: Furnish one complete set of the following HVAC-related documentation to the TAB agency:

(1) Contract drawings and specifications

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(2) Approved submittal data for equipment

(3) Construction work schedule

(4) Up-to-date revisions and change orders for the previously listed items

d. Submittal and work schedules: Ensure that the schedule for submittals and work required by this section and specified in the paragraph TAB SUBMITTAL AND WORK SCHEDULE is met.

e. Coordination of supporting personnel:

Provide the technical personnel, such as factory representatives or HVAC controls installer required by the TAB field team to support the DALT and the TAB field measurement work.

Provide equipment mechanics to operate HVAC equipment and ductwork mechanics to provide the field designated test ports to enable TAB field team to accomplish the DALT and the TAB field measurement work.

Ensure these support personnel are present at the times required by the TAB team, and cause no delay in the DALT and the TAB field work.

Conversely, ensure that the HVAC controls installer has required support from the TAB team field leader to complete the controls check out.

f. Deficiencies: Ensure that the TAB Agency supervisor submits all Design/Construction deficiency notifications directly to the Contracting officer within 3 days after the deficiency is encountered. Further, ensure that all such notification submittals are complete with explanation, including documentation, detailing deficiencies.

g. Prerequisite HVAC work: Complete check out and debugging of HVAC equipment, ducts, and controls prior to the TAB engineer arriving at the project site to begin the TAB work. Debugging includes searching for and eliminating malfunctioning elements in the HVAC system installations, and verifying all adjustable devices are functioning as designed. Include as prerequisite work items, the deficiencies pointed out by the TAB team supervisor in the design review report.

h. Prior to the TAB field team's arrival, ensure completion of the applicable inspections and work items listed in the TAB team supervisor's pre-field engineering report. Do not allow the TAB team to commence TAB field work until all of the following are completed.

(1) HVAC system installations are fully complete.

(2) HVAC prerequisite checkout work lists specified in the paragraph PRE-FIELD TAB ENGINEERING REPORT are completed, submitted, and approved. Ensure that the TAB Agency gets a copy of the approved prerequisite HVAC work checklist.

(3) DALT field checks for all systems are completed.

(4) HVAC system filters are clean for both Season 1 and Season 2 TAB field work.

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i. Advance notice: Furnish to the Contracting Officer with advance written notice for the commencement of the DALT field work and for the commencement of the TAB field work.

j. Insulation work: For required DALT work , ensure that insulation is not installed on ducts to be DALT'd until DALT work on the subject ducts is complete. Later, ensure that openings in duct and machinery insulation coverings for TAB test ports are marked, closed and sealed.

1.5.2.2 TAB Agency

Provide the services of a TAB team which complies with the requirements of the paragraph INDEPENDENT TAB AGENCY PERSONNEL QUALIFICATIONS. The work to be performed by the TAB agency is limited to testing, adjusting, and balancing of HVAC air and water systems to satisfy the requirements of this specification section.

1.5.2.3 TAB Team Supervisor

a. Overall management: Supervise and manage the overall TAB team work effort, including preliminary and technical DALT and TAB procedures and TAB team field work.

b. Pre-DALT/TAB meeting: Attend meeting with Contractor.

c. Design review report: Review project specifications and accompanying drawings to verify that the air systems and water systems are designed in such a way that the TAB engineer can accomplish the work in compliance with the requirements of this section. Verify the presence and location of permanently installed test ports and other devices needed, including gauge cocks, thermometer wells, flow control devices, circuit setters, balancing valves, and manual volume dampers.

d. Support required: Specify the technical support personnel required from the Contractor other than the TAB agency; such as factory representatives for temperature controls or for complex equipment.

Inform the Contractor in writing of the support personnel needed and when they are needed. Furnish the notice as soon as the need is anticipated, either with the design review report, or the pre-field engineering report, the during the DALT or TAB field work.

e. Pre-field DALT preliminary notification: Monitor the completion of the duct installation of each system and provide the necessary written notification to the Contracting Officer.

f. Pre-field engineering report: Utilizing the following HVAC-related documentation; contract drawings and specifications, approved submittal data for equipment, up-to-date revisions and change orders;

prepare this report.

g. Prerequisite HVAC work checklist: Ensure the Contractor gets a copy of this checklist at the same time as the pre-field engineering report is submitted.

h. Technical assistance for DALT work.

(1) Technical assistance: Provide immediate technical assistance to TAB field team.

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(2) DALT field visit: Near the end of the DALT field work effort, visit the contract site to inspect the HVAC installation and the progress of the DALT field work. Conduct a site visit to the extent necessary to verify correct procedures are being implemented and to confirm the accuracy of the Pre-final DALT Report data which has been reported. Also, perform sufficient evaluation to allow the TAB supervisor to issue certification of the final report. Conduct the site visit full-time for a minimum of two 8 hour workdays duration.

i. Final DALT report: Certify the DALT report. This certification includes the following work:

(1) Review: Review the Pre-final DALT report data. From these field reports, prepare the Certified Final DALT report.

(2) TAB Verification: Verify adherence, by the TAB field team, to the procedures specified in this section.

j. Technical Assistance for TAB Work: Provide immediate technical assistance to the TAB field team for the TAB work.

(1) TAB field visit: Near the end of the TAB field work effort, visit the contract site to inspect the HVAC installation and the progress of the TAB field work. Conduct site visit full-time for a minimum of two 8 hour workdays duration. Review the TAB final report data and certify the TAB final report.

k. Certified TAB report: Certify the TAB report. This certification includes the following work:

(1) Review: Review the TAB field data report. From this field report, prepare the certified TAB report.

(2) Verification: Verify adherence, by the TAB field team, to the TAB plan prescribed by the pre-field engineering report and verify adherence to the procedures specified in this section.

l. Design/Construction deficiencies: Within 3 working days after the TAB Agency has encountered any design or construction deficiencies, the TAB Supervisor must submit written notification directly to the Contracting Officer, with a separate copy to the Contractor, of all such deficiencies. Provide in this submittal a complete explanation, including supporting documentation, detailing deficiencies. Where deficiencies are encountered that are believed to adversely impact successful completion of TAB, the TAB Agency must issue notice and request direction in the notification submittal.

m. TAB Field Check: The TAB team supervisor must attend and supervise Season 1 and Season 2 TAB field check.

1.5.2.4 TAB Team Field Leader

a. Field manager: Manage, in the field, the accomplishment of the work specified in Part 3, EXECUTION.

b. Full time: Be present at the contract site when DALT field work or TAB field work is being performed by the TAB team; ensure day-to-day TAB team work accomplishments are in compliance with this section.

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c. Prerequisite HVAC work: Do not bring the TAB team to the contract site until a copy of the prerequisite HVAC Checklist, with all work items certified by the Contractor to be working as designed, reaches the office of the TAB Agency.

1.5.3 Sequencing and Scheduling

1.5.3.1 Projects with Phased Construction

This specification section is structured as though the HVAC construction, and thereby the TAB work, will be completed in a single phase. When the construction is completed in phases, the DALT work and TAB work must be planned, completed, and accepted for each construction phase.

a. Phasing of Work

This specification section is structured as though the HVAC construction, and thereby the TAB work, is going to be completed in a single phase in spite of the fact that there will be two seasons. All elements of the TAB work are addressed on this premise. When a contract is to be completed in construction phases, including the TAB work, and the DALT work, the TAB work and DALT work must be planned for, completed and approved by the Contracting Officer with each phase. An example of this case would be one contract that requires the rehabilitation of the HVAC in each of several separated buildings. At the completion of the final phase, compile all approved reports and submit as one document.

1.5.3.2 DALT and TAB Submittal and Work Schedule

Comply with additional requirements specified in Appendix C: DALT AND TAB SUBMITTAL AND WORK SCHEDULE included at the end of this section.

Submit this schedule,and TAB Schematic Drawings, adapted for this particular contract, to the Contracting Officer (CO) for review and approval. Include with the submittal the planned calendar dates for each submittal or work item. Resubmit an updated version for CO approval every 90 calendar days days. Compliance with the following schedule is the Contractor's responsibility.

Qualify TAB Personnel: Within 45 calendar days after date of contract award, submit TAB agency and personnel qualifications.

Pre-DALT/TAB Meeting: Within 30 calendar days after the date of approval of the TAB agency and personnel, meet with the COTR.

Design Review Report: Within 60 calendar days after the date of the TAB agency personnel qualifications approval, submit design review report.

Pre-Field DALT Preliminary Notification: On completion of the duct installation for each system, notify the Contracting Officer in writing within 5 days after completion.

Ductwork Selected for DALT: Within 7 calendar days of Pre-Field DALT Preliminary Notification, the COTR will select which of the project ductwork must be DALT'd.

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DALT Field Work: Within 48 hours of COTR's selection, complete DALT field work on selected.

Submit Pre-final DALT Report: Within one working day after completion of DALT field work, submit Pre-final DALT Report. Separate Pre-final DALT reports may be submitted to allow phased testing from system to system.

DALT Work Field Check: Upon approval of the Pre-final DALT Report, schedule the COTR's DALT field check work with the Contracting Officer.

Submit Final DALT Report: Within 15 calendar days after completion of successful DALT Work Field Check, submit Season 1 TAB report.

Pre-Field TAB Engineering Report: Within 7 calendar days after approval of the TAB agency Personnel Qualifications, submit the Pre-Field TAB Engineering Report.

Prerequisite HVAC Work Check Out List For Season 1 and Advanced Notice For Season 1 TAB Field Work: At a minimum of 115 calendar days prior to CCD, submit Season 1 prerequisite HVAC work check out list certified as complete, and submit advance notice of commencement of Season 1 TAB field work.

Season 1 TAB Field Work: At a minimum of 90 calendar days prior to CCD, and when the ambient temperature is within Season 1 limits, accomplish Season 1 TAB field work; submit Season 1 TAB report; and conduct Season 1 field check.

Complete Season 1 TAB Work: Prior to CCD, complete all TAB work except Season 2 TAB work.

Prerequisite HVAC Work Check Out List For Season 2 and Advanced Notice For Season 2 TAB Field Work: Within 150calendar days after date of the commencement of the Season 1 TAB field work, submit the Season 2 prerequisite HVAC work check out list certified as complete and submit advance notice of commencement of Season 2 TAB field work.

Season 2 TAB Field Work: Within 180 calendar days after date of commencement of the Season 1 TAB field work and when the ambient temperature is within Season 2 limits, accomplish Season 2 TAB field work; submit Season 2 TAB report; and conduct Season 2 field check.

Complete Season 2 TAB Work: Within 15calendar days after the completion of Season 2 field data check, complete TAB work.

a. TAB Design Review Report

Submit typed report describing omissions and deficiencies in the HVAC system's design that would preclude the TAB team from accomplishing the duct leakage testing work and the TAB work requirements of this section. Provide a complete explanation including supporting documentation detailing the design deficiency. State that no deficiencies are evident if that is the case.

b. Pre-Field DALT Preliminary Notification

Notification: On completion of the installation of each duct system indicated to be DALT'd, notify the Contracting Officer in writing

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1.5.3.3 TAB Pre-Field Engineering Report

Submit report containing the following information:

a. Step-by-step TAB procedure:

(1) Strategy: Describe the method of approach to the TAB field work from start to finish. Include in this description a complete methodology for accomplishing each seasonal TAB field work session.

(2) Air System Diagrams: Use the contract drawings and duct fabrication drawings if available to provide air system diagrams in the report showing the location of all terminal outlet supply, return, exhaust and transfer registers, grilles and diffusers. Use a key numbering system on the diagrams which identifies each outlet contained in the outlet airflow report sheets. Show intended locations of all traverses and static pressure readings.

(3) Procedural steps: Delineate fully the intended procedural steps to be taken by the TAB field team to accomplish the required TAB work of each air distribution system and each water distribution system. Include intended procedural steps for TAB work for subsystems and system components.

b. Pre-field data: Submit AABC or NEBB or SMACNA 1780 data report forms with the following pre-field information filled in:

(1) Design data obtained from system drawings, specifications, and approved submittals.

(2) Notations detailing additional data to be obtained from the contract site by the TAB field team.

(3) Designate the actual data to be measured in the TAB field work.

(4) Provide a list of the types of instruments, and the measuring range of each, which are anticipated to be used for measuring in the TAB field work. By means of a keying scheme, specify on each TAB data report form submitted, which instruments will be used for measuring each item of TAB data. If the selection of which instrument to use, is to be made in the field, specify from which instruments the choice will be made. Place the instrument key number in the blank space where the measured data would be entered.

c. Prerequisite HVAC work checkout list: Provide a list of inspections and work items which are to be completed by the Contractor. This list must be acted upon and completed by the Contractor and then submitted and approved by the Contracting Officer prior to the TAB team coming to the contract site.

At a minimum, a list of the applicable inspections and work items listed in the NEBB PROCEDURAL STANDARDS, Section III, "Preliminary TAB Procedures" under paragraphs titled, "Air Distribution System Inspection" and "Hydronic Distribution System Inspection" must be provided for each separate system to be TAB'd.

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1.5.4 Subcontractor Special Requirements

All contract requirements of this section must be accomplished directly by a first tier subcontractor. No work may be performed by a second tier subcontractor.

1.5.5 Instrument Calibration Certificates

It is the responsibility of the TAB firm to provide instrumentation that meets the minimum requirements of the standard under which the TAB Firm's qualifications are approved for use on a project. Instrumentation must be in proper operating condition and must be applied in accordance with the instrumentation's manufacturer recommendations.

All instrumentation must bear a valid NIST traceable calibration certificate during field work and during government acceptance testing.

All instrumentation must be calibrated within no later than one year of the date of TAB work or government acceptance testing field work.

1.5.6 TAB Standard

Perform TAB in accordance with the requirements of the standard under which the TAB Firm's qualifications are approved, i.e., AABC MN-1, NEBB PROCEDURAL STANDARDS, or SMACNA 1780 unless otherwise specified herein. All recommendations and suggested practices contained in the TAB Standard are considered mandatory. Use the provisions of the TAB Standard, including checklists, report forms, etc., as nearly as practical, to satisfy the Contract requirements. Use the TAB Standard for all aspects of TAB, including qualifications for the TAB Firm and Specialist and calibration of TAB instruments. Where the instrument manufacturer calibration recommendations are more stringent than those listed in the TAB Standard, adhere to the manufacturer's recommendations.

All quality assurance provisions of the TAB Standard such as performance guarantees are part of this contract. For systems or system components not covered in the TAB Standard, TAB procedures must be developed by the TAB Specialist. Where new procedures, requirements, etc., applicable to the Contract requirements have been published or adopted by the body responsible for the TAB Standard used (AABC, NEBB, or TABB), the requirements and recommendations contained in these procedures and requirements are considered mandatory, including the latest requirements of ASHRAE 62.1 .

1.5.7 Sustainability

Contractor must submit the following as part of the Quality Control Plan for acceptance testing:

a. List all test equipment to be used, including its manufacturer,model number, calibration date, and serial number.

b. Certificates of test personnel qualifications and certifications.

Provide certification of compliance with 40 CFR 82 .

c. Proof of equivalency if the contractor desires to substitute a test requirement.

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1.5.8 Responsibilities

The Contractor is responsible for ensuring compliance with the requirements of this section. The following delineation of specific work responsibilities is specified to facilitate TAB execution of the various work efforts by personnel from separate organizations. This breakdown of specific duties is specified to facilitate adherence to the schedule listed in the paragraph TAB SUBMITTAL AND WORK SCHEDULE.

1.5.8.1 Contractor

a. TAB personnel: Ensure that the DALT work and the TAB work is accomplished by a group meeting the requirements specified in the paragraph TAB PERSONNEL QUALIFICATION REQUIREMENTS.

b. Pre-DALT/TAB meeting: Attend the meeting with the TAB Supervisor, and ensure that a representative is present for the sheetmetal contractor, mechanical contractor, electrical contractor, and automatic temperature controls contractor.

c. HVAC documentation: Furnish one complete set of the following HVAC-related documentation to the TAB agency:

(1) Contract drawings and specifications

(2) Approved submittal data for equipment

(3) Construction work schedule

(4) Up-to-date revisions and change orders for the previously listed items

d. Submittal and work schedules: Ensure that the schedule for submittals and work required by this section and specified in the paragraph TAB SUBMITTAL AND WORK SCHEDULE is met.

e. Coordination of supporting personnel:

Provide the technical personnel, such as factory representatives or HVAC controls installer required by the TAB field team to support the DALT and the TAB field measurement work.

Provide equipment mechanics to operate HVAC equipment and ductwork mechanics to provide the field designated test ports to enable TAB field team to accomplish the DALT and the TAB field measurement work.

Ensure these support personnel are present at the times required by the TAB team, and cause no delay in the DALT and the TAB field work.

Conversely, ensure that the HVAC controls installer has required support from the TAB team field leader to complete the controls check out.

f. Deficiencies: Ensure that the TAB Agency supervisor submits all Design/Construction deficiency notifications directly to the Contracting officer within 3 days after the deficiency is encountered. Further, ensure that all such notification submittals are complete with explanation, including documentation, detailing deficiencies.

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g. Prerequisite HVAC work: Complete check out and debugging of HVAC equipment, ducts, and controls prior to the TAB engineer arriving at the project site to begin the TAB work. Debugging includes searching for and eliminating malfunctioning elements in the HVAC system installations, and verifying all adjustable devices are functioning as designed. Include as prerequisite work items, the deficiencies pointed out by the TAB team supervisor in the design review report.

h. Prior to the TAB field team's arrival, ensure completion of the applicable inspections and work items listed in the TAB team supervisor's pre-field engineering report. Do not allow the TAB team to commence TAB field work until all of the following are completed.

(1) HVAC system installations are fully complete.

(2) HVAC prerequisite checkout work lists specified in the paragraph PRE-FIELD TAB ENGINEERING REPORT are completed, submitted, and approved. Ensure that the TAB Agency gets a copy of the approved prerequisite HVAC work checklist.

(3) DALT field checks for all systems are completed.

(4) HVAC system filters are clean for both Season 1 and Season 2 TAB field work.

i. Advance notice: Furnish to the Contracting Officer with advance written notice for the commencement of the DALT field work and for the commencement of the TAB field work.

j. Insulation work: For required DALT work , ensure that insulation is not installed on ducts to be DALT'd until DALT work on the subject ducts is complete. Later, ensure that openings in duct and machinery insulation coverings for TAB test ports are marked, closed and sealed.

1.5.8.2 TAB Agency

Provide the services of a TAB team which complies with the requirements of the paragraph INDEPENDENT TAB AGENCY PERSONNEL QUALIFICATIONS. The work to be performed by the TAB agency is limited to testing, adjusting, and balancing of HVAC air and water systems to satisfy the requirements of this specification section.

1.5.8.3 TAB Team Supervisor

a. Overall management: Supervise and manage the overall TAB team work effort, including preliminary and technical DALT and TAB procedures and TAB team field work.

b. Pre-DALT/TAB meeting: Attend meeting with Contractor.

c. Design review report: Review project specifications and accompanying drawings to verify that the air systems and water systems are designed in such a way that the TAB engineer can accomplish the work in compliance with the requirements of this section. Verify the presence and location of permanently installed test ports and other devices needed, including gauge cocks, thermometer wells, flow control devices, circuit setters, balancing valves, and manual volume dampers.

d. Support required: Specify the technical support personnel required

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Inform the Contractor in writing of the support personnel needed and when they are needed. Furnish the notice as soon as the need is anticipated, either with the design review report, or the pre-field engineering report, the during the DALT or TAB field work.

e. Pre-field DALT preliminary notification: Monitor the completion of the duct installation of each system and provide the necessary written notification to the Contracting Officer.

f. Pre-field engineering report: Utilizing the following HVAC-related documentation; contract drawings and specifications, approved submittal data for equipment, up-to-date revisions and change orders;

prepare this report.

g. Prerequisite HVAC work checklist: Ensure the Contractor gets a copy of this checklist at the same time as the pre-field engineering report is submitted.

h. Technical assistance for DALT work.

(1) Technical assistance: Provide immediate technical assistance to TAB field team.

(2) DALT field visit: Near the end of the DALT field work effort, visit the contract site to inspect the HVAC installation and the progress of the DALT field work. Conduct a site visit to the extent necessary to verify correct procedures are being implemented and to confirm the accuracy of the Pre-final DALT Report data which has been reported. Also, perform sufficient evaluation to allow the TAB supervisor to issue certification of the final report. Conduct the site visit full-time for a minimum of two 8 hour workdays duration.

i. Final DALT report: Certify the DALT report. This certification includes the following work:

(1) Review: Review the Pre-final DALT report data. From these field reports, prepare the Certified Final DALT report.

(2) TAB Verification: Verify adherence, by the TAB field team, to the procedures specified in this section.

j. Technical Assistance for TAB Work: Provide immediate technical assistance to the TAB field team for the TAB work.

k. Certified TAB report: Certify the TAB report. This certification includes the following work:

(1) Review: Review the TAB field data report. From this field report, prepare the certified TAB report.

(2) Verification: Verify adherence, by the TAB field team, to the TAB plan prescribed by the pre-field engineering report and verify adherence to the procedures specified in this section.

l. Design/Construction deficiencies: Within 3 working days after the TAB Agency has encountered any design or construction deficiencies, the

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TAB Supervisor must submit written notification directly to the Contracting Officer, with a separate copy to the Contractor, of all such deficiencies. Provide in this submittal a complete explanation, including supporting documentation, detailing deficiencies. Where deficiencies are encountered that are believed to adversely impact successful completion of TAB, the TAB Agency must issue notice and request direction in the notification submittal.

m. TAB Field Check: The TAB team supervisor must attend and supervise Season 1 and Season 2 TAB field check.

1.5.8.4 TAB Team Field Leader

a. Field manager: Manage, in the field, the accomplishment of the work specified in Part 3, EXECUTION.

b. Full time: Be present at the contract site when DALT field work or TAB field work is being performed by the TAB team; ensure day-to-day TAB team work accomplishments are in compliance with this section.

c. Prerequisite HVAC work: Do not bring the TAB team to the contract site until a copy of the prerequisite HVAC Checklist, with all work items certified by the Contractor to be working as designed, reaches the office of the TAB Agency.

1.5.9 Test Reports

1.5.9.1 Data from DALT Field Work

Report the data for the Pre-final DALT Report and Certified Final DALT Report in compliance the following requirements:

a. Report format: Submit report data on Air Duct Leakage Test Summary Report Forms as shown on Page 6-2 of SMACNA 1972 CD. In addition, submit in the report, a marked duct shop drawing which identifies each section of duct tested with assigned node numbers for each section.

Include node numbers in the completed report forms to identify each duct section. The TAB supervisor must review and certify the report.

b. The TAB supervisor must include a copy of all calculations prepared in determining the duct surface area of each duct test section. In addition,provide the ductwork air leak testing (DALT) reports with a copy(s) of the calibration curve for each of the DALT test orifices used for testing.

c. Instruments: List the types of instruments actually used to measure the data. Include in the listing each instrument's unique identification number, calibration date, and calibration expiration date. Instruments must have been calibrated within one year of the date of use in the field. Instrument calibration must be traceable to the measuring standards of the National Institute of Standards and Technology.

d. Certification: Include the typed name of the TAB supervisor and the dated signature of the TAB supervisor.

1.5.9.2 Certified TAB Reports

Submit: TAB Report for Season 1 and TAB Report for Season 2 in the

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a. Report format: Submit the completed pre-field data forms approved in the pre-field TAB Engineering Report completed by TAB field team, reviewed and certified by the TAB supervisor. Bind the report with a waterproof front and back cover. Include a table of contents identifying by page number the location of each report. Report forms and report data must be typewritten. Handwritten report forms or report data are not acceptable.

b. Temperatures: On each TAB report form reporting TAB work accomplished on HVAC thermal energy transfer equipment, include the indoor and outdoor dry bulb temperature range and indoor and outdoor wet bulb temperature range within which the TAB data was recorded. Include in the TAB report continuous time versus temperature recording data of wet and dry bulb temperatures for the rooms, or zones, as designated in the following list:

(1) Measure and compile data on a continuous basis for the period in which TAB work affecting those rooms is being done.

(2) Measure and record data only after the HVAC systems installations are complete, the systems fully balanced and the HVAC systems controls operating in fully automatic mode.

(3) Data may be compiled using direct digital controls trend logging where available. Otherwise, temporarily install calibrated time versus temperature/humidity recorders for this purpose.