230593.pdf

DCFT #082207

Hanson #03S1408GGB

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TESTING, ADJUSTING, AND

BALANCING FOR HVAC

DIVISION 23 – HEATING, VENTILATING AND AIR

CONDITIONING

SECTION 230593 - TESTING, ADJUSTING, AND

BALANCING FOR HVAC

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. Section Includes:

1. Balancing Air Systems:

a. TAB effort shall be limited to the work zone. There are two (2) VAV boxes and one (1) exhaust fan.

1.3 DEFINITIONS

A. AABC: Associated Air Balance Council.

B. NEBB: National Environmental Balancing Bureau.

C. TAB: Testing, adjusting, and balancing.

D. TABB: Testing, Adjusting, and Balancing Bureau.

E. TAB Specialist: An entity engaged to perform TAB Work.

1.4 SUBMITTALS

A. LEED Submittal:

1. Air-Balance Report for LEED Prerequisite EQ 1: Documentation of work performed for ASHRAE 62.1-2004, Section 7.2.2, "Air Balancing."

B. Qualification Data: Within thirty (30) days of Contractor's Notice to Proceed, submit documentation that the TAB contractor and this Project's TAB team members meet the qualifications specified in "Quality Assurance" Article.

C. Contract Documents Examination Report: Within thirty (30) days of Contractor's Notice to Proceed, submit the Contract Documents review report as specified in Part 3.

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D. Strategies and Procedures Plan: Within sixty (60) days of Contractor's Notice to Proceed, submit TAB strategies and step-by-step procedures as specified in "Preparation" Article.

E. Certified TAB reports.

F. Sample report forms.

G. Instrument calibration reports, to include the following:

1. Instrument type and make.

2. Serial number.

3. Application.

4. Dates of use.

5. Dates of calibration.

1.5 QUALITY ASSURANCE

A. TAB Contractor Qualifications: Engage a TAB entity certified by AABC, NEBB or TABB:

1. TAB Field Supervisor: Employee of the TAB contractor and certified by AABC, NEBB or TABB.

2. TAB Technician: Employee of the TAB contractor and who is certified by AABC, NEBB or TABB as a TAB technician.

B. TAB Conference: Meet with Contracting Officer’s technical representative and A/E on approval of the TAB strategies and procedures plan to develop a mutual understanding of the details. Require the participation of the TAB field supervisor and technicians. Provide seven

(7) days' advance notice of scheduled meeting time and location:

1. Agenda Items:

a. The Contract Documents examination report.

b. The TAB plan.

c. Coordination and cooperation of trades and subcontractors.

d. Coordination of documentation and communication flow.

C. Certify TAB field data reports and perform the following:

1. Review field data reports to validate accuracy of data and to prepare certified TAB reports.

2. Certify that the TAB team complied with the approved TAB plan and the procedures specified and referenced in this Specification.

D. TAB Report Forms: Use standard TAB contractor's forms approved by Contracting Officer’s technical representative and A/E.

E. Instrumentation Type, Quantity, Accuracy, and Calibration: As described in ASHRAE 111, Section 5, "Instrumentation."

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1.6 PROJECT CONDITIONS

A. Full Contracting Officer Occupancy: Contracting Officer will occupy the site and existing building during entire TAB period. Cooperate with Contracting Officer during TAB operations to minimize conflicts with Contracting Officer's operations.

B. Partial Contracting Officer Occupancy: Contracting Officer may occupy completed areas of building before Substantial Completion. Cooperate with Contracting Officer during TAB operations to minimize conflicts with Contracting Officer's operations.

1.7 COORDINATION

A. Notice: Provide seven (7) days' advance notice for each test to KO and COTR in accordance with Section 013113 requirements. Include scheduled test dates and times.

B. Perform TAB after leakage and pressure tests on air distribution systems have been satisfactorily completed.

PART 2 - PRODUCTS (Not Applicable)

PART 3 - EXECUTION

3.1 EXAMINATION

A. Examine the Contract Documents to become familiar with Project requirements and to discover conditions in systems' designs that may preclude proper TAB of systems and equipment.

B. Examine systems for installed balancing devices, such as test ports, gage cocks, thermometer wells, flow-control devices, balancing valves and fittings, and manual volume dampers. Verify that locations of these balancing devices are accessible.

C. Examine the approved submittals for HVAC systems and equipment.

D. Examine design data including HVAC system descriptions, statements of design assumptions for environmental conditions and systems' output, and statements of philosophies and assumptions about HVAC system and equipment controls.

E. Examine ceiling plenums and underfloor air plenums used for supply, return, or relief air to verify that they meet the leakage class of connected ducts as specified in Division 23 Section 233113 "Metal Ducts" and are properly separated from adjacent areas. Verify that penetrations in plenum walls are sealed and fire-stopped if required.

F. Examine equipment performance data including fan and pump curves:

1. Relate performance data to Project conditions and requirements, including system effects that can create undesired or unpredicted conditions that cause reduced capacities in all or part of a system.

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2. Calculate system-effect factors to reduce performance ratings of HVAC equipment when installed under conditions different from the conditions used to rate equipment performance. To calculate system effects for air systems, use tables and charts found in AMCA 201, "Fans and Systems," or in SMACNA's "HVAC Systems - Duct Design."

Compare results with the design data and installed conditions.

G. Examine system and equipment installations and verify that field quality-control testing, cleaning, and adjusting specified in individual Sections have been performed.

H. Examine test reports specified in individual system and equipment Sections.

I. Examine HVAC equipment and filters and verify that bearings are greased, belts are aligned and tight, and equipment with functioning controls is ready for operation.

J. Examine operating safety interlocks and controls on HVAC equipment.

K. Report deficiencies discovered before and during performance of TAB procedures. Observe and record system reactions to changes in conditions. Record default set points if different from indicated values.

3.2 PREPARATION

A. Prepare a TAB plan that includes strategies and step-by-step procedures.

B. Complete system-readiness checks and prepare reports. Verify the following:

1. Permanent electrical-power wiring is complete.

2. Hydronic systems are filled, clean, and free of air.

3. Automatic temperature-control systems are operational.

4. Equipment and duct access doors are securely closed.

5. Balance, smoke, and fire dampers are open.

6. Isolating and balancing valves are open and control valves are operational.

7. Ceilings are installed in critical areas where air-pattern adjustments are required and access to balancing devices is provided.

8. Windows and doors can be closed so indicated conditions for system operations can be met.

3.3 GENERAL PROCEDURES FOR TESTING AND BALANCING

A. Perform testing and balancing procedures on each system according to the procedures contained in AABC's "National Standards for Total System Balance," NEBB's "Procedural Standards for Testing, Adjusting, and Balancing of Environmental Systems," or SMACNA's "HVAC Systems

- Testing, Adjusting, and Balancing" and in this Section:

1. Comply with requirements in ASHRAE 62.1-2004, Section 7.2.2, "Air Balancing."

B. Cut insulation, ducts, pipes, and equipment cabinets for installation of test probes to the minimum extent necessary for TAB procedures:

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1. After testing and balancing, patch probe holes in ducts with same material and thickness as used to construct ducts.

2. After testing and balancing, install test ports and duct access doors that comply with requirements in Division 23 Section 233300 "Air Duct Accessories."

3. Install and join new insulation that matches removed materials. Restore insulation, coverings, vapor barrier, and finish according to Division 23 Section 230700 "HVAC Insulation."

C. Mark equipment and balancing devices, including damper-control positions, valve position indicators, fan-speed-control levers, and similar controls and devices, with paint or other suitable, permanent identification material to show final settings.

D. Take and report testing and balancing measurements in inch-pound (IP) and metric (SI) units.

3.4 GENERAL PROCEDURES FOR BALANCING AIR SYSTEMS

A. Prepare test reports for both VAVs and outlets. Crosscheck the summation of required outlet volumes with required VAV volumes.

B. Determine the best locations in main and branch ducts for accurate duct-airflow measurements.

C. Check dampers for proper position to achieve desired airflow path.

D. Check for airflow blockages.

E. Verify that air duct system is sealed as specified in Division 23 Section 233113 "Metal Ducts."

F. Adjust air outlets and inlets for each space to indicated airflows within specified tolerances of indicated values. Make adjustments using branch volume dampers rather than extractors and the dampers at air terminals:

1. Adjust each outlet in same room or space to within specified tolerances of indicated quantities without generating noise levels above the limitations prescribed by the Contract Documents.

2. Adjust patterns of adjustable outlets for proper distribution without drafts.

3.5 FINAL REPORT

A. General: Prepare a certified written report; tabulate and divide the report into separate sections for tested systems and balanced systems:

1. Include a certification sheet at the front of the report's binder, signed and sealed by the certified testing and balancing engineer.

2. Include a list of instruments used for procedures, along with proof of calibration.

B. Final Report Contents: In addition to certified field-report data, include the following:

1. Field test reports prepared by system and equipment installers.

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2. Other information relative to equipment performance; do not include Shop Drawings and product data.

C. General Report Data: In addition to form titles and entries, include the following data:

1. Title page.

2. Name and address of the TAB contractor.

3. Project name.

4. Project location.

5. Architect's name and address.

6. Engineer's name and address.

7. Contractor's name and address.

8. Report date.

9. Signature of TAB supervisor who certifies the report.

10. Table of Contents with the total number of pages defined for each section of the report.

Number each page in the report.

11. Summary of contents including the following:

a. Indicated versus final performance.

b. Notable characteristics of systems.

c. Description of system operation sequence if it varies from the Contract

Documents.

12. Nomenclature sheets for each item of equipment.

13. Data for terminal units, including manufacturer's name, type, size, and fittings.

14. Notes to explain why certain final data in the body of reports vary from indicated values.

D. Round, Flat-Oval, and Rectangular Duct Traverse Reports: Include a diagram with a grid representing the duct cross-section and record the following:

1. Report Data:

a. System and air-handling-unit number.

b. Location and zone.

c. Traverse air temperature in deg F (deg C).

d. Duct static pressure in inches wg (Pa).

e. Duct size in inches (mm).

f. Duct area in sq. ft (sq. m).

g. Indicated air flow rate in cfm (L/s).

h. Indicated velocity in fpm (m/s).

i. Actual air flow rate in cfm (L/s).

j. Actual average velocity in fpm (m/s).

k. Barometric pressure in psig (Pa).

E. Instrument Calibration Reports:

1. Report Data:

a. Instrument type and make.

b. Serial number.

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c. Application.

d. Dates of use.

e. Dates of calibration.

3.6 INSPECTIONS

A. Initial Inspection:

1. After testing and balancing are complete, operate each system and randomly check measurements to verify that the system is operating according to the final test and balance readings documented in the final report.

2. Check the following for each system:

a. Measure airflow of at least 10 percent of air outlets.

b. Measure room temperature at each thermostat/temperature sensor. Compare the reading to the set point.

c. Verify that balancing devices are marked with final balance position.

d. Note deviations from the Contract Documents in the final report.

B. Final Inspection:

1. After initial inspection is complete and documentation by random checks verifies that testing and balancing are complete and accurately documented in the final report, request that a final inspection be made by Contracting Officer.

2. The TAB contractor's test and balance engineer shall conduct the inspection in the presence of Contracting Officer.

3. Contracting Officer shall randomly select measurements, documented in the final report, to be rechecked. Rechecking shall be limited to either 10 percent of the total measurements recorded or the extent of measurements that can be accomplished in a normal eight (8) hour business day.

4. If rechecks yield measurements that differ from the measurements documented in the final report by more than the tolerances allowed, the measurements shall be noted as

"FAILED."

5. If the number of "FAILED" measurements is greater than 10 percent of the total measurements checked during the final inspection, the testing and balancing shall be considered incomplete and shall be rejected.

C. TAB Work will be considered defective if it does not pass final inspections. If TAB Work fails, proceed as follows:

1. Recheck all measurements and make adjustments. Revise the final report and balancing device settings to include all changes; resubmit the final report and request a second final inspection.

2. If the second final inspection also fails, Contracting Officer may contract the services of another TAB contractor to complete TAB Work according to the Contract Documents and deduct the cost of the services from the original TAB contractor's final payment.

D. Prepare test and inspection reports.

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3.7 ADDITIONAL TESTS

A. Within ninety (90) days of completing TAB, perform additional TAB to verify that balanced conditions are being maintained throughout and to correct unusual conditions.

B. Seasonal Periods: If initial TAB procedures were not performed during near-peak summer and winter conditions, perform additional TAB during near-peak summer and winter conditions.

END OF SECTION 230593