Guide SpecificationSECTION 23 05 93-TESTING, ADJUSTING, AND BALANCING FOR HVAC PART 1 - GENERAL 1.1 SUMMARY A. Section Includes: 1. 2. 3. 4. 5. 6. 1.2 Testing, adjusting, and balancing of air systems. Testing, adjusting, and balancing of hydronic systems. Measurement of final operating condition of HVAC systems. Sound measurement of equipment operating conditions. Vibration measurement of equipment operating conditions. Testing, adjusting and balancing of smoke control systems. REFERENCES A. Associated Air Balance Council: 1. B. American Society of Heating, Refrigerating and Air-Conditioning Engineers: 1. 2. 3. 1.3 AABC MN-1 - National Standards for Testing and Balancing Heating, Ventilating, and Air Conditioning Systems. ASHRAE 111 - Practices for Measurement, Testing, Adjusting and Balancing of Building Heating, Ventilation, Air-Conditioning and Refrigeration Systems. ASHRAE 62.1, Section 7.2.2. ASHRAE 90.1, Section 6.2.3 System Balancing. SUBMITTALS A. Prior to commencing Work, submit proof of latest calibration date of each instrument. B. Test Reports: Indicate data on AABC MN-1 National Standards for Total System Balance forms. C. Field Reports: Indicate deficiencies preventing proper testing, adjusting, and balancing of systems and equipment. D. Prior to commencing Work, submit report forms or outlines indicating adjusting, balancing, and equipment data required. Include detailed procedures, agenda, sample report forms and copy of AABC National Project Performance Guaranty. E. Submit draft copies of report for review prior to final acceptance of Project. F. Furnish printed reports (not hand-written) in binder manuals, complete with table of contents page and indexing tabs, with cover identification at front and side. Include set of reduced TESTING, ADJUSTING AND BALANCING FOR HVAC 23 05 93 - 1 Mechanical Systems Guarantee shall include the following provisions: 1. Guarantee includes the following provisions: 1. 1. ADJUSTING AND BALANCING FOR HVAC 23 05 93 .7 Perform Work under supervision of AABC Certified Test and Balance Engineer. adjusting. Ventilating.2 Mechanical Systems . 3. and Air Conditioning Systems" forms stating that AABC will assist in completing requirements of the Contract Documents if TAB firm fails to comply with the Contract Documents. adjusting. WARRANTY A. and balancing of systems specified in this section with minimum five years documented experience certified by AABC. The certified TAB firm has tested and balanced systems according to the Contract Documents. calibrate each instrument to be used. 2. 3. Agency: Company specializing in testing.5 QUALITY ASSURANCE A.4 CLOSEOUT SUBMITTALS A. Upon completing Work. Warranty Period: Five (5) years. recalibrate each instrument to assure reliability. 1. Prior to commencing Work. 2. National Project Performance Guarantee: Provide a guarantee on AABC's "National Standards for Testing and Balancing Heating. B.Guide Specification drawings with air outlets and equipment identified to correspond with data sheets. 1. 1. and balancing report inclusion in operating and maintenance manuals. The certified TAB firm has tested and balanced systems according to the Contract Documents.6 QUALIFICATIONS A. TESTING. Systems are balanced to optimum performance capabilities within design and installation limits. Special Guarantee: Provide a guarantee on AABC forms stating that AABC will assist in completing requirements of the Contract Documents if TAB firm fails to comply with the Contract Documents. Warranty Period: Five (5) years. Operation and Maintenance Data: Furnish final copy of testing. Systems are balanced to optimum performance capabilities within design and installation limits. and indicating thermostat locations. B. TESTING. adjusting. 15. Proper thermal overload protection is in place for electrical equipment. Air Handling Systems: Adjust to within plus or minus 10 percent of design. ADJUSTING A.Guide Specification PART 2 . Duct system leakage is minimized. 13. Fire and volume dampers are in place and open.3 Mechanical Systems . Air outlets are installed and connected. B. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . Adjust outlets and inlets in space to within plus or minus 10 percent of design. Hydronic Systems: Adjust to within plus or minus 10 percent of design.2 Systems are started and operating in safe and normal condition. Pumps are rotating correctly. Verify the following: 1. 5. Service and balancing valves are open. 9. INSTALLATION TOLERANCES A. 3.4 B.PRODUCTS Not Used. Air coil fins are cleaned and combed. 11. Fans are rotating correctly. Verify recorded data represents actual measured or observed conditions.3 Make instruments available to LAWA to facilitate spot checks during testing. 6. C. Drains are flushed and clean. 3. Hydronic systems are flushed. Access doors are closed and duct end caps are in place. Air Outlets and Inlets: Adjust total to within plus 10 percent and minus 5 percent of design to space. Proper strainer baskets are clean and in place or in normal position. If required. 12. and balancing operations. Duct systems are clean of debris. 3. Furnish instruments required for testing. filled. 14. Verify systems are complete and operable before commencing work. 2.1 EXAMINATION A. 7. and vented. 3. 8. Temperature control systems are installed complete and operable. Final filters are clean and in place.EXECUTION 3. PART 3 . install temporary media in addition to final filters. PREPARATION A. 4. 10. 16. B. Vary total system air quantities by adjustment of fan speeds. J. and exhaust dampers to check leakage. and other adjustment devices allowing settings to be restored. Report defects and deficiencies noted during performance of services. Provide sheave drive changes if applicable to vary fan speed. return. Adjust distribution system to obtain uniform space temperatures free from objectionable drafts. Make allowances for 50 percent loading of filters. Adjust air handling and distribution systems to obtain required or design supply.Guide Specification B. Measure temperature conditions across outside air. I. H. G. preventing system balance. Measure static air pressure conditions on air supply units. including filter and coil pressure drops. Check and adjust systems approximately six months after final acceptance and submit report. Recheck points or areas as selected and witnessed by LAWA. Effect volume control by using volume dampers located in ducts. Provide system schematic with required and actual air quantities recorded at each outlet or inlet. Set and lock memory stops. verify correcting adjustments have been made. and restoring thermostats to specified settings. C. TESTING. F. D. outside air. 3. C. Use volume control devices to regulate air quantities only to extent adjustments do not create objectionable air motion or sound levels. closing access doors. Measure air quantities at air inlets and outlets. closing doors to electrical switch boxes. and total pressure across fan. Adjust outside air automatic dampers. take measurements to verify balance has not been disrupted. D.5 AIR SYSTEM PROCEDURE A. If disrupted. Leave systems in proper working order. F. and exhaust air quantities.4 Mechanical Systems . E. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . E. return air. After adjustment. dampers. Permanently mark settings of valves. G. At final inspection. replacing belt guards. Vary branch air quantities by damper regulation. Make air quantity measurements in main ducts by Pitot tube traverse of entire cross sectional area of duct. and exhaust dampers for design conditions. return air. recheck random selections of data recorded in report. For variable air volume system powered units set volume controller to airflow setting indicated. and relative humidity on each test day. Before testing smoke-control systems. valves. then modulating. Do not use service or shut-off valves for balancing unless indexed for balance point. and exhaust air systems to obtain required relationship between each to maintain approximately 0. Use calibrated Venturi tubes. and at minimum airflow rate. M. Measure building static pressure and adjust supply. adjust airflow switches for proper operation. verify that construction is complete and verify the integrity of each smoke-control zone boundary. Adjust systems to obtain prescribed pressure drops and flows through heat transfer elements prior to thermal testing. Confirm connections properly made and confirm proper operation for automatic variable-air-volume temperature control. B. On fan powered VAV boxes.7 E. 3. Measure and record wind speed and direction.6 WATER SYSTEM PROCEDURE A. Adjust air quantities with mixing dampers set first for cooling. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . and record airflow of each smoke-control system with all fans that are a part of the system. full heating. Balance variable volume systems at maximum airflow rate. base flow balance on temperature difference across various heat transfer elements in system. and sealants are installed. Adjust water systems. orifices. PROCEDURES FOR SMOKE-CONTROL SYSTEM TESTING A. Check multi-zone units for motorized damper leakage. F. then heating. TESTING. Verify that windows and doors are closed and that applicable safing. gasket. to obtain design quantities. Where flow-metering devices are not installed.5 Mechanical Systems .05 inches positive static pressure near building entries. take measurements and balance at extreme conditions. adjust. and fittings. Perform balancing by measurement of temperature differential in conjunction with air balancing. N. At modulating damper locations. L.Guide Specification K. or other metered fittings and pressure gauges to determine flow rates for system balance. O. Effect system balance with automatic control valves fully open or in normal position to heat transfer elements. outside-air temperature. C. return. D. Measure. simulate full flow in one part by temporary restriction of flow to other parts. Effect adjustment of water distribution systems by means of balancing cocks. B. 3. Where available pump capacity is less than total flow requirements or individual system parts. full cooling. C. after air balancing. Air Filters.Guide Specification D. After air balancing is complete. Air Cooled Refrigerant Condensers/Condensing Units. c. 11. Packaged Terminal Air Conditioning Units. 3. measurements. 2. perform the pressurization testing for each smoke-control zone. dampers. Unless required by authorities having jurisdiction. adjust. 5. Air Terminal Units. 8. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . Check the proper activation of each zoned smoke-control system in response to all means of activation. 13. E. Check and record the proper operation of fans. Fans. Initiate a separate alarm for each means of activation to ensure that the proper operation of the correct zoned smoke-control system occurs. b. Adjusting. Evaporative Humidifier. H. Unit Air Conditioners. Operational Tests: 1. Check automatic activation in response to fire alarm signals received from the building's fire alarm and detection system. 9. 3. and deficiencies. 3. G. both automatic and manual. Heat Exchangers. For ducted systems. 4. Air Coils. Conduct additional tests required by authorities having jurisdiction. 12.8 SCHEDULES A. Air Handling Units. and Balancing Agency Address of Testing. 14. Pumps. B. Adjusting. Name of Testing. Prepare a complete report of observations.6 Mechanical Systems . and record the airflow of each fan. 2. Adjusting. Adjusting. 6. and Balancing: 1. Equipment Requiring Testing. 10. 7. Title Page: a. 15. Computer Room Air Conditioning Units. perform testing without the use of smoke or products that simulate smoke. Measure. Fan Coil Units. F. Air Inlets and Outlets. and Balancing Agency Telephone and facsimile numbers of Testing. Report Forms 1. and related equipment for each separate zone of the smoke-control system. Packaged Roof Top Heating/Cooling Units. and Balancing Agency TESTING. measure the fan airflow by duct Pitot-tube traverse. 7 Mechanical Systems . b. Project name Project location Project Architect Project Engineer Project Contractor Project altitude Report date Identification/location Required driven RPM Driven sheave. c. i. no load RPM Service factor Starter size. nameplate. e. j. 5. c. Instrument Manufacturer Model number Serial number Range Calibration date Electric Motors: a. f. 6. heater elements Sheave Make/Size/Bore V-Belt Drive: a. actual. e. g. f. f. e. Identification/number Manufacturer TESTING. 2. Design versus final performance Notable characteristics of system Description of systems operation sequence Summary of outdoor and exhaust flows to indicate building pressurization Nomenclature used throughout report Test conditions Instrument List: a. d. e. and actual Pump Data: a. h. c. d. g. b. f. b. h. rating. b.Guide Specification d. maximum. diameter and RPM Belt. f. minimum. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . amperage. 4. d. 3. e. Summary Comments: a. size and quantity Motor sheave diameter and RPM Center to center distance. d. Manufacturer Model/Frame HP/BHP and kW Phase. voltage. c. b. h. Size/model Impeller Service Design flow rate. i. i. e. m. k.8 Mechanical Systems . d. d. e. c. design and actual Number of compressors Heat Exchanger: a. discharge and suction pressures Shut off. e. d. g. design and actual Entering air DB temperature. pressure drop. h. k. design and actual Cooling Coil Data: a. total head pressure Identification/number Location Service Manufacturer Model number Serial number Steam pressure. design and actual Leaving DB air temperature. Air Cooled Condenser/Condensing Unit: a. b. BHP and kW Actual flow rate. 9. 8. j. f. h. design and actual Secondary water leaving temperature. l. 7. j. e. f. design and actual Primary water entering temperature. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . f. b. design and actual Secondary water leaving temperature.Guide Specification c. g. design and actual Leaving air DB temperature. Identification/number Location Manufacturer Model number Serial number Entering DB air temperature. design and actual Secondary water pressure drop. design and actual Secondary water flow. pressure drop. d. b. design and actual Primary water leaving temperature. n. o. design and actual Primary water pressure drop. design and actual Entering air WB temperature. design and actual Primary water flow. design and actual TESTING. f. l. g. g. BHP and kW Discharge pressure Suction pressure Total operating head pressure Shut off. h. c. c. Identification/number Location Service Manufacturer Air flow. design and actual Leaving air temperature. b. design and actual 10. Air Moving Equipment: a. design and actual Leaving air temperature. h. design and actual Leaving water temperature. i. g. Unit Ventilator and Fan Coil Data: a. g. Location Manufacturer Model number Serial number Arrangement/Class/Discharge Air flow. j. design and actual Entering water temperature. l. k. d. h. h. f. c. d. specified and actual Outside air flow. j. e. m. design and actual 12. c. f. design and actual 11.9 Mechanical Systems . k. n. design and actual Air pressure drop. design and actual Leaving water temperature. design and actual Water flow. specified and actual Inlet pressure TESTING. Identification/number Location Service Manufacturer Air flow. l. b. e. k. design and actual Leaving water temperature. design and actual Entering water temperature. o. i. design and actual Water pressure drop. g. design and actual Air pressure drop. design and actual Water pressure drop. d. design and actual Entering water temperature. design and actual Entering air temperature. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . i. design and actual Water flow. specified and actual Total static pressure (total external). j. j. l.Guide Specification i. c. design and actual Water pressure drop. Leaving air WB temperature. design and actual Water flow. Manufacturer Identification/number Location Model number Size Air flow. Heating Coil Data: a. specified and actual Return air flow. f. design and actual Entering air temperature. design and actual Saturated suction temperature. e. b. System zone/branch Duct size Area Design velocity Design air flow Test velocity Test air flow Duct static pressure Air temperature Air correction factor 16. f. k. Return Air/Outside Air Data: a. c. h. g. b. j. m. d. i. i. specified and actual Total static pressure (total external). m. g. i. f. specified and actual Inlet pressure Discharge pressure Sheave Make/Size/Bore Number of Belts/Make/Size Fan RPM 15. b. b. j. h. k. d. c. e. f. d. l. e.10 Mechanical Systems . Duct Leak Test: TESTING. Identification/location Design air flow Actual air flow Design return air flow Actual return air flow Design outside air flow Actual outside air flow Return air temperature Outside air temperature Required mixed air temperature Actual mixed air temperature Design outside/return air ratio Actual outside/return air ratio 14. Exhaust Fan Data: a. j. n. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . l. e. c. Discharge pressure Sheave Make/Size/Bore Number of Belts/Make/Size Fan RPM 13. h.Guide Specification k. Location Manufacturer Model number Serial number Air flow. Duct Traverse: a. g. j. g. i. g. i. e. d. e.11 Mechanical Systems . c. c. f. Blower Orifice. e. tube size Orifice size Calibrated Test static pressure Test orifice differential pressure Leakage 17. b. variable. f. Flow Measuring Station: a. e. h. Description of ductwork under test Duct design operating pressure Duct design test static pressure Duct capacity. Identification/location System Size Area Design velocity Design air flow Test velocity Test air flow 18.Guide Specification a. Terminal Unit Data: a. dual duct Identification/number Location Model number Size Minimum static pressure TESTING. f. d. d. single. constant. f. b. c. g. b. d. air flow Maximum allowable leakage duct capacity times leak factor Test apparatus 1) 2) 3) 4) g. Identification/number Location Size Manufacturer Model number Serial number Design Flow rate Design pressure drop Actual/final pressure drop Actual/final flow rate Station calibrated setting 19. Air Monitoring Station Data: a. c. h. h. Manufacturer Type. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . k. b. velocity and acceleration Unusual conditions at time of test Vibration source (when non-complying) END OF SECTION 23 05 93 TESTING. i. Air terminal number Room number/location Terminal type Terminal size Area factor Design velocity Design air flow Test (final) velocity Test (final) air flow Percent of design air flow 21. d. g. d. velocity and displacement Axial. drive end Fan bearing. Air Distribution Test Sheet: a. center (when applicable) Motor bearing. e. e. j. Fan bearing. j. b. Test readings: 1) 2) 3) c. ADJUSTING AND BALANCING FOR HVAC 23 05 93 . h. opposite end Motor bearing. d. f. velocity and displacement Vertical.Guide Specification h. Vibration Test: a. k.equipment on RC level . Sound Level Report: a. opposite end Casing (bottom or top) Casing (side) Duct after flexible connection (discharge) Duct after flexible connection (suction) Horizontal. b. i. Minimum design air flow Maximum design air flow Maximum actual air flow Inlet static pressure 20.equipment on 22. Location Octave bands .12 Mechanical Systems . Location of points: 1) 2) 3) 4) 5) 6) 7) 8) 9) b. velocity and displacement Normally acceptable readings. c.equipment off Octave bands . c. drive end Motor bearing.
Report "23_05_93_Testing, Adjusting and Balancing for HVAC"