Attachment Amendment 0003 01 92 00 TAB APS Zutendaal.pdf

SECTION 01 92 00

TESTING, ADJUSTING, AND BALANCING FOR HVAC

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.

AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR-CONDITIONING

ENGINEERS (ASHRAE)

ASHRAE 62.1 (2010) Ventilation for Acceptable Indoor Air

Quality

ASHRAE HVAC APP IP HDBK (2016) HVAC Applications Handbook, I-P Edition

ASHRAE HVAC APP SI HDBK (2019) HVAC Applications Handbook, SI Edition 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 (2015) 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

1.2 DEFINITIONS

a. AABC: Associated Air Balance Council

b. COTR: Contracting Officer's Technical Representative

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

d. NEBB: National Environmental Balancing Bureau

e. Out-of-tolerance data: Pertains only to field acceptance testing of Final TAB report. 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."

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

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

h. TAB Agency: TAB Firm

i. TABB: Testing Adjusting and Balancing Bureau

1.3 WORK DESCRIPTION

The work includes testing, adjusting, and balancing (TAB) of new 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.

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.

1.3.1 Air Distribution Systems

TAB air distribution systems in compliance with this Specification.

1.3.2 Water Distribution Systems

TAB water distribution systems in compliance with this Specification.

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.

1.4 SUBMITTALS

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

submittals not having a "G" designation are for information only. Submit the following:

SD-01 Preconstruction Submittals

Independent TAB Agency and Personnel Qualifications; G

SD-02 Shop Drawings

TAB Schematic Drawings and Report Forms; G

SD-03 Product Data

Calibration; G

SD-06 Test Reports

TAB Pre-Field Engineering Report

Final TAB Report; G

SD-07 Certificates

Independent TAB Agency and Personnel Qualifications; G

Instrument Calibration Certificates; G

1.5 QUALIFICATIONS AND 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 to the Contracting Officer for approval the registration numbers, expiration date of the TAB Firm and TAB Team Members / Specialists the registration number and expiration date of current certification (AABC, NEBB, or

TABB).

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.

b. TAB Team Members / Specialists: Names and documented evidence that each field technician has satisfactorily assisted in performance of TAB work in the field for not less than one year immediately preceding this contract's bid opening date.

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

d. Registrations and certifications must be 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.

1.5.2 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.

1.5.3 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.

Ensure that the location and details of ports, terminals, connections, etc., necessary to perform TAB are identified on the submittals.

1.5.4 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.

a. TAB personnel: Ensure that the TAB work is accomplished by a group meeting the requirements of this Specification.

b. Pre-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 Firm:

(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 Specification is met.

e. Coordinate supporting personnel:

Provide the technical personnel, such as factory representatives or HVAC controls installer required by the TAB field team to support 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 TAB field measurement work. Ensure these support personnel are present at the times required by the TAB team, and cause no delay in 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 submits all deficiency notifications directly to the Contracting officer within 3 days after the deficiency is encountered. 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 systems, 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 are completed, submitted, and approved.

(3) HVAC system filters are clean.

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

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.

1.8 WARRANTY

Furnish workmanship and performance warranty for the TAB system work performed for a period not less than 2 years from the date of Government acceptance of the work; issued directly to the Government. Include provisions that if within the warranty period the system shows evidence of major performance deterioration, or is significantly out of tolerance, resulting from defective TAB workmanship, the corrective repair or replacement of the defective materials and correction of the defective workmanship is the responsibility of the TAB firm.

Perform corrective action that becomes necessary because of defective materials and workmanship while system TAB is under warranty 7 days after notification, unless additional time is approved by the Contracting Officer.

Failure to perform repairs within the specified period of time constitutes grounds for having the corrective action and repairs performed by others and the cost billed to the TAB firm.

PART 2 PRODUCTS

Not Used

PART 3 EXECUTION

3.1 PRE-TAB MEETING

Meet with the Contracting Officer's technical representative (COTR) to develop a mutual understanding relative to the details of the TAB work requirements.

Ensure that the TAB supervisor is present at this meeting. Requirements to be discussed include required submittals, work schedule, and field quality control.

3.2 TAB PROCEDURES

3.2.1 Sequencing and Scheduling

Submit a 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.

Compliance with the following schedule is the Contractor's responsibility.

Qualify TAB Personnel: Within 90 calendar days after date of contract award, submit TAB agency and personnel qualifications.

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

Complete TAB Work: Prior to the Construction Completion Date, complete all TAB work.

3.2.2 TAB Pre-Field Engineering Report

Submit a 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.

3.2.3 TAB Field Work

Provide instruments and consumables required to accomplish the TAB work.

Calibrate and maintain instruments in accordance with manufacturer's written procedures.

TAB the HVAC systems until measured flow rates (air and water flow) are within plus or minus 10 percent of the design flow rates as specified or indicated on the contract documents.

Conduct TAB work, including measurement accuracy, and sound measurement work in conformance with the AABC MN-1 and AABC MN-4, or NEBB TABES and NEBB MASV, or SMACNA 1780 (used by TABB), except as supplemented and modified by this section.

3.2.4 Preliminary Procedures

Use the approved pre-field engineering report as instructions and procedures for accomplishing TAB field work. TAB engineer is to locate, in the field, test ports required for testing. It is the responsibility of the sheet metal contractor to provide and install test ports as required by the TAB engineer.

3.2.5 TAB Air Distribution Systems

3.2.5.1 Units With Coils

Report heating and cooling performance capacity tests for hot water, chilled water, and DX coils for the purpose of verifying that the coils meet the indicated design capacity. Submit the following data and calculations with the coil test reports:

a. For air handlers with capacities greater than 26,370 Watts 7.5 tons (90,000

Btu) cooling, conduct capacity tests in accordance with AABC MN-4, procedure 3.5, "Coil Capacity Testing."

Do not determine entering and leaving wet and dry bulb temperatures by single point measurement, but by the average of multiple readings.

Submit part-load coil performance data from the coil manufacturer converting test conditions to design conditions; use the data for the purpose of verifying that the coils meet the indicated design capacity.

b. For units with capacities of 26370 Watts 7.5 tons (90,000 Btu) or less, such as fan coil units, duct mounted reheat coils associated with VAV terminal units, and unitary units:

Determine the apparent coil capacity by calculations using single point measurement of entering and leaving wet and dry bulb temperatures; submit the calculations with the coil reports.

3.2.5.2 Air Handling Units

Air handling unit systems including fans (air handling unit fans, exhaust fans and winter ventilation fans), coils, ducts, plenums, mixing boxes, terminal units, variable air volume boxes, and air distribution devices for supply air, return air, outside air, mixed air relief air, and makeup air.

3.2.5.3 Exhaust Fans

Exhaust fan systems including fans, ducts, plenums, grilles, and hoods for exhaust air.

3.2.6 TAB Water Distribution Systems

3.2.6.1 Heating Hot Water

Heating hot water systems including boilers, hot water converters (e.g., heat exchangers), pumps, coils, system balancing valves and flow measuring devices.

3.2.6.2 Performance Tests

In addition to the TAB proportionate balancing work on the air distribution systems and the water distribution systems, accomplish TAB work on the HVAC systems which directly transfer thermal energy. TAB the operational performance of the heating and cooling systems.

3.2.6.3 Ambient Temperatures

On each tab report form used for recording data, record the outdoor and indoor ambient dry bulb temperature range and the outdoor and indoor ambient wet bulb temperature range within which the report form's data was recorded. Record these temperatures at beginning and at the end of data taking.

3.2.6.4 Coils

Report heating and cooling performance capacity tests for coils for the purpose of verifying that the coils meet the indicated design capacity. Submit the following data and calculations with the coil test reports:

a. For air handlers with capacities greater than 26,370 Watts 7.5 tons (90,000

Btu) cooling, conduct capacity tests in accordance with AABC MN-4, procedure 3.5, "Coil Capacity Testing".

Entering and leaving wet and dry bulb temperatures are not determined by single point measurement, but the average of multiple readings in compliance with paragraph 3.5-5, "Procedures", (in subparagraph d.) of AABC MN-4, Procedure 3.5, "Coil Capacity Testing."

Submit part-load coil performance data from the coil manufacturer converting test conditions to design conditions; use the data for the purpose of verifying that the coils meet the indicated design capacity in compliance with AABC MN-4, Procedure 3.5, "Coil Capacity Testing," paragraph 3.5.7, "Actual Capacity Vs. Design Capacity" (in subparagraph c.).

b. For units with capacities of 26370 Watts 7.5 tons (90,000 Btu) or less, such as fan coil units, duct mounted reheat coils associated with VAV terminal units, and unitary units:

Determine the apparent coil capacity by calculations using single point measurement of entering and leaving wet and dry bulb temperatures; submit the calculations with the coil reports.

3.3 Workmanship

Conduct TAB work on the HVAC systems until measured flow rates are within plus or minus 10 percent of the design flow rates as specified or indicated on the contract documents.

This TAB work includes adjustment of balancing valves, balancing dampers, and sheaves. Further, this TAB work includes changing out fan sheaves and pump impellers if required to obtain air and water flow rates specified or indicated.

If, with these adjustments and equipment changes, the specified or indicated design flow rates cannot be attained, contact the Contracting Officer for direction.

3.4 Deficiencies

Strive to meet the intent of this section to maximize the performance of the equipment as designed and installed. However, if deficiencies in equipment design or installation prevent TAB work from being accomplished within the range of design values specified in the paragraph WORKMANSHIP, provide written notice as soon as possible to the Contractor and the Contracting Officer describing the deficiency and recommended correction.

Responsibility for correction of installation deficiencies is the Contractor's.

If a deficiency is in equipment design, call the TAB team supervisor for technical assistance. Responsibility for reporting design deficiencies to Contractor is the TAB team supervisor's.

3.5 Test Reports

After completion of the TAB work, prepare a TAB report using the reporting forms approved in the pre-field engineering report. Except as approved otherwise in writing by the Contracting Officer, the TAB work and the TAB report is considered incomplete until the TAB work is accomplished to within the accuracy range specified in the paragraph WORKMANSHIP of this Specification.

Prepare the report neatly and legibly. Obtain, the TAB supervisor's review and certification of the TAB report.

Notify the COTR that the field check of the TAB report data can commence; give this notice 48 hours in advance of field check commencement. Do not schedule field check of the TAB report until the specified workmanship requirements have been met or written approval of the deviations from the requirements have been received from the Contracting Officer.

Submit: TAB Report in the following manner:

a. Report format: Include a table of contents identifying by page number the location of each report. Report forms and report data must be typewritten.

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.

c. System Diagrams: Provide updated diagrams with final installed locations of all terminals and devices, any numbering changes, and actual test locations.

Use a key numbering system on the diagram which identifies each outlet contained in the outlet airflow report sheets.

d. Static Pressure Profiles: Report static pressure profiles for air duct systems including. Report static pressure data for all supply, return, relief, exhaust and outside air ducts for the systems listed. Include the following in the static pressure report data, in addition to AABC/NEBB/TABB required data:

(1) Report supply fan, return fan, relief fan, and exhaust fan inlet and discharge static pressures.

(2) Report static pressure drop across heating and cooling coils and heat reclaim devices installed in unit cabinetry or the system ductwork.

(3) Report static pressure drop across outside air, return air, and supply air automatic control dampers, both proportional and two-position, installed in unit cabinetry.

(4) Report static pressure drop across air filters, acoustic silencers, air flow straighteners, air flow measuring stations or other pressure drop producing specialty items installed in unit cabinetry, or in the system ductwork. Examples of these specialty items are smoke detectors, RF shielding, wave guides, security bars, and duct mounted humidifiers.

Do not report static pressure drop across duct fittings provided for the sole purpose of conveying air, such as elbows, transitions, offsets, plenums, manual dampers, and branch takes-offs.

(5) Report static pressure drop across outside air and relief/exhaust air louvers.

e. Instruments: List the types of instruments actually used to measure the tab data. Include in the listing each instrument's unique identification number, calibration date, and calibration expiration date.

Instrumentation, used for taking wet bulb temperature readings must provide accuracy of plus or minus 5 percent at the measured face velocities. Submit instrument manufacturer's literature to document instrument accuracy performance is in compliance with that specified.

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

g. Performance Curves: The TAB Supervisor must include, in the TAB Reports, factory pump curves and fan curves for pumps and fans TAB'd on the job.

h. Calibration Curves: The TAB Supervisor must include, in the TAB Reports, a factory calibration curve for installed flow control balancing valves, flow venturi's and flow orifices TAB'd on the job.

3.6 Quality Assurance - COTR TAB Field Acceptance Testing

3.8.1 TAB Field Acceptance Testing

During the field acceptance testing, verify, in the presence of the COTR, random selections of data (water, air quantities, air motion,) recorded in the TAB Report. Points and areas for field acceptance testing are to be selected by the COTR. Measurement and test procedures are the same as approved for TAB work for the TAB Report.

Field acceptance testing includes verification of TAB Report data recorded for the following equipment groups:

Group 1: All chillers, boilers, return fans, computer room units, and air handling units (rooftop and central stations).

Group 2: 25 percent of the VAV terminal boxes and associated diffusers and registers.

Group 3: 25 percent of the supply diffusers, registers, grilles associated with constant volume air handling units.

Group 4: 25 percent of the return grilles, return registers, exhaust grilles and exhaust registers.

Group 5: 25 percent of the supply fans, exhaust fans, and pumps.

Further, if any data on the TAB Report for Groups 2 through 5 is found not to fall within the range of plus 5 to minus 5 percent of the TAB Report data, additional group data verification is required in the presence of the COTR.

Verify TAB Report data for one additional piece of equipment in that group.

Continue this additional group data verification until out-of-tolerance data ceases to be found.

3.8.2 Additional COTR TAB Field Acceptance Testing

If any of the acceptance testing measurements for a given equipment group is found not to fall within the range of plus 5 to minus 5 percent of the TAB Report data, terminate data verification for all affected data for that group. The affected data for the given group will be disapproved. Make the necessary corrections and prepare a revised TAB Report. Reschedule acceptance testing of the revised report data with the COTR.

Further, if any data on the TAB Report for a given field acceptance test group is out-of-tolerance, then field test data for one additional field test group as specified herein. Continue this increase field test work until out-of-tolerance data ceases to be found. This additional field testing is up and above the original 25 percent of the reported data entries to be field tested.

If there are no more similar field test groups from which to choose, additional field testing from another, but different, type of field testing group must be tested.

3.9 Prerequisite for Approval

Compliance with the field acceptance testing requirements of this section is a prerequisite for the final Contracting Officer approval of the TAB Report submitted.

3.10 MARKING OF SETTINGS

Upon the final TAB work approval, permanently mark the settings of HVAC adjustment devices including valves, gauges, splitters, and dampers so that adjustment can be restored if disturbed at any time. Provide permanent markings clearly indicating the settings on the adjustment devices which result in the data reported on the submitted TAB report.

3.11 MARKING OF TEST PORTS

The TAB team is to permanently and legibly mark and identify the location points of the duct test ports. If the ducts have exterior insulation, make these markings on the exterior side of the duct insulation. Show the location of test ports on the as-built mechanical drawings with dimensions given where the test port is covered by exterior insulation.

-- End of Section --