HomeMy WebLinkAbout23 05 93 - Testing Adjusting and BalancingBEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 1 OF 11
NOVEMBER 2, 2012
SECTION 230593 TESTING, ADJUSTING AND BALANCING
PART 1 GENERAL
1.1 RELATED DOCUMENTS:
The general provisions of the Contract, including General and Supplementary
Conditions and Division 1 General Requirements, apply to the work specified in
this Section.
1.2 SCOPE:
A. This section includes all labor and materials necessary to test, adjust, and
balance in accordance with design criteria the equipment and
components of systems included in Division 23 as follows:
1. Air Distribution
2. Equipment Performance
1.3 SUBMITTALS:
Provide the Following:
A. Preconstruction testing & balancing report.
B. Final testing & balancing report.
1.4 QUALIFICATIONS:
B. Work included in this section must be performed by an AABC or NEBB
certified independent testing and balancing contractor or an Owner
approved TAB contractor who shall test, adjust and balance the air and
water systems for this project.
C. Owner approved acceptable testing and balancing agencies (no others):
1. Air Systems Balancing and Testing Service, Inc., West Henrietta,
NY 585@334@7710.
2. Balance Technologies, LaFayette, NY, 315@677@7769.
3. AD&M Testing and Balancing, 3 E. Bihrwood Dr., West Seneca,
NY 14224, 716@677@0980)
4. Mechanical Testing, Inc., Schenectady, NY 518@374@9440.
1.5 TEST REPORT:
A. The balancing agency shall prepare a written report which shall include
diagrams and descriptions of procedures together with all recorded test
data. Report shall be submitted in bound volumes for a permanent
record. Submit four copies of report. A set of contract drawings shall
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 2 OF 11
NOVEMBER 2, 2012
also be submitted with the report. Drawings shall have each air device,
flow fitting, fan, and traverse location identified in red ink by a number
which shall match identification numbers utilized in the balancing report.
B. Submit two (2) copies of preliminary report within 15 working days after
completion of tests of individual systems. Submit four (4) copies of final
report within 15 working days after completion of all final adjustments.
PART 2 PRODUCTS
2.1 TEST INSTRUMENTS:
A. Use instruments of equal or better quality than those described in the
technical portions of Associated Air Balance Council National Standards
for Field Measurements and Instrumentation Vol. 2, No. 12173 “Total
System Balance”.
B. Instruments used for balancing air and water systems must have been
calibrated within a period of 6 months prior to balancing. Submit with
balancing report, model number and calibration date of all instruments
utilized.
C. List in the report types, serial numbers, and dates of calibration of all
instruments used in the final air and water balance tests.
D. Instruments shall include, as a minimum, the following items of
equipment:
1. Pressure gauges and fittings.
2. Dry bulb and wet bulb thermometers.
3. Contact pyrometer.
4. Portable flow meter and, if required, orifice plates.
5. Pitot tube and manometers.
6. Alnor Velometer with attachments.
7. Amprobe.
8. Tachometer.
9. Special wrenches and tools.
10. Anemometer.
E. Provide suitable ladders and safety equipment.
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.
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 3 OF 11
NOVEMBER 2, 2012
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 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.
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.
F. Examine system and equipment installations and verify that field quality@
control testing, cleaning, and adjusting specified in individual Sections
have been performed.
G. Examine test reports specified in individual system and equipment
Sections.
H. 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.
I. Examine terminal units, such as variable@air@volume boxes, and verify that
they are accessible and their controls are connected and functioning.
J. Examine strainers. Verify that startup screens are replaced by permanent
screens with indicated perforations.
K. Examine three@way valves for proper installation for their intended
function of diverting or mixing fluid flows.
L. Examine system pumps to ensure absence of entrained air in the suction
piping.
M. Examine operating safety interlocks and controls on HVAC equipment.
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 4 OF 11
NOVEMBER 2, 2012
N. 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 TEST PROCEDURE:
A. System may be tested in increments when approved by the
Architect/Engineer.
B. When testing and balancing involve the building temperature control
systems, cooperate with the University to achieve the desired results.
C. At the time of the final inspection, recheck in the presence and at the
request of the Architect/Engineer not to exceed 10 percent of the
previously recorded readings from the certified report selected at the
discretion of the Architect/Engineer.
D. Permanently mark the settings of valves, dampers, and other adjustment
devices so that adjustment can be restored if disturbed at any time.
E. Perform all tests in accordance with Associated Air Balance Council
(AABC) or NEBB standard procedures. Any deviations from same must
be submitted and approved.
F. Should the basic system or any of its component fail to meet
requirements, and thereby make the testing and balancing work invalid,
notify the Architect/Engineer and stop the tests until such time that the
failure is corrected.
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 5 OF 11
NOVEMBER 2, 2012
3.4 PROCEDURES FOR TESTING, ADJUSTING, AND BALANCING EXISTING
SYSTEMS
A. Perform a preconstruction inspection of existing equipment that is to
remain and be reused.
1) Measure and record the operating speed, airflow, and static pressure
of each fan.
2) Measure motor voltage and amperage. Compare the values to motor
nameplate information.
3) Measure and record the water flow, impeller size, pump head, hp,
break hp and location on manufacturer’s pump curve for each pump.
4) Check the refrigerant charge.
5) Check the condition of filters.
6) Check the condition of coils.
7) Check the operation of the drain pan and condensate@drain trap.
8) Check bearings and other lubricated parts for proper lubrication.
9) Report on the operating condition of the equipment and the results of
the measurements taken. Report deficiencies.
B. Before performing testing and balancing of existing systems, inspect
existing equipment that is to remain and be reused to verify that existing
equipment has been cleaned and refurbished. Verify the following:
1) New filters are installed.
2) Coils are clean and fins combed.
3) Drain pans are clean.
4) Fans are clean.
5) Bearings and other parts are properly lubricated.
6) Deficiencies noted in the preconstruction report are corrected.
C. Perform testing and balancing of existing systems to the extent that
existing systems are affected by the renovation work.
1) Compare the indicated airflow of the renovated work to the measured
fan airflows, and determine the new fan speed and the face velocity of
filters and coils.
2) Compare the additional water flow required for the renovated work to
the measured pump flows, and determine the new pump flow,
amperage, voltage, rpm, and pump head.
3) Verify that the indicated airflows of the renovated work result in filter
and coil face velocities and fan speeds that are within the acceptable
limits defined by equipment manufacturer.
4) Verify that the additional water flow for the renovated work results in
pump operation that is within the acceptable limits defined by
equipment manufacturer.
5) If calculations increase or decrease the air flow rates and water flow
rates by more than 5 percent, make equipment adjustments to
achieve the calculated rates. If increase or decrease is 5 percent or
less, equipment adjustments are not required.
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 6 OF 11
NOVEMBER 2, 2012
6) Balance each air outlet.
3.5 GENERAL:
A. Review plans and specifications of systems to be tested and balanced to
confirm that the arrangement, instrumentation and balancing devices will
permit the system to be balanced and tested in the manner described in
this section. Report to the Architect/Engineer in writing, prior to start of
any system construction, any devices which need to be added or any
phases of the design which need to be modified to permit the fulfillment of
this work. Assume responsibility for all devices required for proper
balancing beyond those defined by the contract documents, and not
reported by the contractor prior to physical start of construction.
B. Conduct balancing and testing in accordance with technical portions of
the Associated Air Balancing Council “National Standards for Field
Measurements and Instrumentation” Vol. 2, No. 12173 “Total System
Balance” latest edition, or NEBB Procedural Standards for Testing and
Balancing latest edition.
C. Provide all labor, testing equipment, and materials required to conduct
tests and balance systems (pre and post construction). Include all costs
in base bid and form of proposal.
D. The Testing, Adjusting, and Balancing Contractor shall be responsible for
providing all duct test holes as may be required for testing and balancing
of systems.
E. Systems shall be operated at least 4 hours after stabilized operating
conditions have been established before conducting capacity tests. All
filters and strainers shall be in place. Start up strainers shall be removed.
Capacity and performance tests of equipment and systems shall be
performed only after balancing is complete.
F. Submit for approval, a test procedure plan for variable air volume systems
and other variable flow systems. Indicate diversity conditions and test
modes for systems operating with diversities.
G. Permanently mark the balanced position of all balancing valves and
dampers.
3.6 SYSTEM CHECKOUT:
A. Prior to the start of balancing, perform a system functional test.
B. Lubricate and check all dampers.
C. Verify that all fire dampers and fire/smoke dampers are open and links
are in place.
D. Check that backdraft and automatic dampers operate correctly.
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 7 OF 11
NOVEMBER 2, 2012
E. Check that all access doors are closed.
F. Check that all valves are open.
G. Check for proper belt tension and alignment on fan drivers.
H. Check for proper fan rotation.
I. Check that all motors and fan bearings have been lubricated.
J. Confirm that motors, damper motors and valves are wired and that proper
overload heaters and fuses are installed.
K. Label in 1" black block letters on fan and pump housings fan
name/numbers or pump name/numbers. Designation shall correspond to
those on the drawings.
L. Mark proper rotation on a permanent portion of the fan.
3.7 AIR DISTRIBUTION SYSTEMS:
A. All air distribution systems including supply, return, outdoor, relief and
exhaust ductwork shall be tested and balanced.
B. Where an existing system cannot be properly balanced or equipment
tested due to adverse conditions such as inability to properly adjust fan
speeds, improperly sized motors, excessively noisy equipment,
malfunctioning controls, dirty filters, inaccessibility, and similar items,
furnish to the Architect/Engineer in writing, within seven (7) days of
discovery, a list of the conditions which preclude proper execution of the
work.
C. Make openings in ducts required for pitot tube insertion and seal those
openings with snap@in plugs or specially approved seals for grease ducts
and lab ducts. Neatly remove duct insulation as required for test.
D. Specific testing and balancing procedures shall include:
1. Test and adjust speed of all air apparatus.
2. Test and record motor make, horsepower, rpm, volts, phase, hertz
and amperage.
3. Make Pitot tube traverse of main ducts and obtain design air
quantity at fans.
4. Test and record system static pressures, suction, and discharge
as well as pressure drops across each system element; i.e., fans,
filters, coils, louvers, air blenders, dampers, etc.
5. Test and adjust systems for design supply, outside, relief,
exhaust, and return air quantities. Test CFM at fans and adjust all
fan systems to +10% to @5% of design flow.
6. Adjust all main and branch ducts for supply, return and exhaust
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 8 OF 11
NOVEMBER 2, 2012
air. Set and “mark” all volume dampers. Identify, test, and adjust
each air device (grille, register, diffuser, etc.) to within 10% of
design quantities.
7. Test, adjust and verify operation of unit heaters, cabinet heaters,
exhaust fans, etc., in accordance with AABC or NEBB Standard
procedures. Record results.
8. For each static pressure controller, establish and record setpoint;
record controller offset.
9. For each air flow measuring device, verify and record flow; record
measuring device offset.
10. Verify that all smoke and fire dampers are open during normal
operating mode and operate properly at shutdown.
11. Set automatic operated dampers to operate as required to achieve
balance conditions.
12. Lubricate all dampers and linkages.
13. Record all fan, motor, drive, sheave and belt nameplate
information.
E. Provide duct leakage tests. Submit test results to Architect/Engineer
immediately (within 10 days) upon completion of each test and include
copies of all results with balancing report test conditions and results for
each section of duct tested. Include diagrams if required to define tested
sections.
3.8 REPORTING:
A. Initial Construction@Phase Report: Based on examination of the Contract
Documents as specified in "Examination" Article, prepare a report on the
adequacy of design for systems' balancing devices. Recommend
changes and additions to systems' balancing devices to facilitate proper
performance measuring and balancing. Recommend changes and
additions to HVAC systems and general construction to allow access for
performance measuring and balancing devices.
B. Status Reports: Prepare biweekly progress reports to describe
completed procedures, procedures in progress, and scheduled
procedures. Include a list of deficiencies and problems found in systems
being tested and balanced. Prepare a separate report for each system
and each building floor for systems serving multiple floors.
3.9 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.
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 9 OF 11
NOVEMBER 2, 2012
B. Final Report Contents: In addition to certified field@report data, include
the following:
1) Pump curves.
2) Fan curves.
3) Manufacturers' test data.
4) Location, size and airflow of each grille, register or diffuser.
5) Field test reports prepared by system and equipment installers.
6) 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. Fan Test Reports: For supply, return, and exhaust fans, include the
following:
1) Fan Data:
a) System identification.
b) Location.
c) Make and type.
d) Model number and size.
e) Manufacturer's serial number.
f) Arrangement and class.
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 10 OF 11
NOVEMBER 2, 2012
g) Sheave make, size in inches (mm), and bore.
h) Center@to@center dimensions of sheave, and amount of adjustments
in inches (mm).
2) Motor Data:
a) Motor make, and frame type and size.
b) Horsepower and rpm.
c) Volts, phase, and hertz.
d) Full@load amperage and service factor.
e) Sheave make, size in inches (mm), and bore.
f) Center@to@center dimensions of sheave, and amount of adjustments
in inches (mm).
g) Number, make, and size of belts.
3) Test Data (Indicated and Actual Values):
a) Total airflow rate in cfm (L/s).
b) Total system static pressure in inches wg (Pa).
c) Fan rpm.
d) Discharge static pressure in inches wg (Pa).
e) Suction static pressure in inches wg (Pa).
E. 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).
F. Pump Test Reports: Calculate impeller size by plotting the shutoff head
on pump curves and include the following:
1) Unit Data:
a) Unit identification.
b) Location.
c) Service.
BEARDSLEY DESIGN ASSOCIATES
CORNELL – NCP TESTING ADJUSTING AND BALANCING
STANDARD SPECIFICATIONS 23 05 93 – PAGE 11 OF 11
NOVEMBER 2, 2012
d) Make and size.
e) Model number and serial number.
f) Water flow rate in gpm (L/s).
g) Water pressure differential in feet of head or psig (kPa).
h) Required net positive suction head in feet of head or psig (kPa).
i) Pump rpm.
j) Impeller diameter in inches (mm).
k) Motor make and frame size.
l) Motor horsepower and rpm.
m) Voltage at each connection.
n) Amperage for each phase.
o) Full@load amperage and service factor.
p) Seal type.
2) Test Data (Indicated and Actual Values):
a) Static head in feet of head or psig (kPa).
b) Pump shutoff pressure in feet of head or psig (kPa).
c) Actual impeller size in inches (mm).
d) Full@open flow rate in gpm (L/s).
e) Full@open pressure in feet of head or psig (kPa).
f) Final discharge pressure in feet of head or psig (kPa).
g) Final suction pressure in feet of head or psig (kPa).
h) Final total pressure in feet of head or psig (kPa).
i) Final water flow rate in gpm (L/s).
j) Voltage at each connection.
k) Amperage for each phase.
G. Instrument Calibration Reports:
1) Report Data:
a) Instrument type and make.
b) Serial number.
c) Application.
d) Dates of use.
e) Dates of calibration.
3.10 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.
END OF SECTION 23 05 93