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System Testing, Adjusting and Balancing

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System Testing, Adjusting and Balancing

MD ANDERSON Project No. XX-XXXX MD ANDERSON PROJECT NAME

    A/E Name Issue Description

    A/E Project No. Month, 00, 0000

SECTION 23 05 93 SYSTEM TESTING, ADJUSTING, AND BALANCING FOR HVAC

    PART 1 - GENERAL

    1.01 RELATED DOCUMENTS

    A. Drawings and general provisions of the Contract, including General and Supplementary

    Conditions and Division 01 Specification Sections, apply to this Section.

    B. Specifications throughout all Divisions of the Project Manual are directly applicable to this Section,

    and this Section is directly applicable to them.

    1.02 SUMMARY

    A. Testing, adjusting, and balancing (TAB) of the air conditioning systems and related ancillary

    equipment will be performed by a technically qualified TAB Firm.

    B. TAB Firm shall be capable of performing the TAB services as specified in accordance with

    the Contract Documents, including the preparation and submittal of a detailed report of the

    actual TAB Work performed.

    C. TAB Firm shall check, adjust, and balance components of the air conditioning system which

    will result in optimal noise, temperature, and airflow conditions in the conditioned spaces of

    the building while the system equipment is operating economically and efficiently. This is

    intended to be accomplished after the system components are installed and operating as

    specified in the Contract Documents. It is the responsibility of the Contractor to place the

    equipment into service. Variable air volume systems shall be balanced in accordance with

    AABC Standard, Latest Edition or NEBB Standards for Testing, Adjusting, Balancing of

    Environmental Systems (Latest Edition).

    D. TAB Firm shall check, adjust, and balance all hydronic systems including pumps, water

    distribution systems, chillers, cooling towers, boilers, heat exchangers, coils, and related

    equipment.

    E. Liaison and Early Field Inspection:

    1. TAB Firm shall act as a liaison between the Owner, Architect and Contractor. TAB Firm

    shall perform the following reviews (observations) and tests:

    a. During construction, review all HVAC submittals such as control diagrams, air

    handling devices, etc., that pertain to the ability to satisfactorily balance systems.

    b. Test at least one or at least 10 percent of the single and fan-powered terminal units if

    the number of units are greater then twenty (20), for casing and damper leakage

    when the shipment arrives at the Project Site. All testing (except for the initial

    terminal units) shall be performed at the Project Site.

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    c. Test one (1) lab configuration including fume hood with air valve, general exhaust air

    with air valve and supply air with air valve for performance capability through a full

    range of inlet pressures. The tracking capability of the exhaust air versus the supply

    air will be with the submitted hood sash fully open and as the sash is closed in 2 inch

    increments until fully closed. Track the valves response time in relation to sash

    movement and the lab differential.

    2. During the balancing process, as the TAB Firm discovers abnormalities and malfunctions

    of equipment or components, the TAB Firm shall advise the Contractor in writing so that

    the condition can be corrected by the Contractor prior to finishing the TAB scope of Work.

    Data from malfunctioning equipment shall not be recorded in the final TAB report. 1.03 REFERENCE STANDARDS

    A. The latest published edition of a reference shall be applicable to this Project unless identified

    by a specific edition date.

    B. All reference amendments adopted prior to the effective date of this Contract shall be

    applicable to this Project.

    C. All materials, installation and workmanship shall comply with the applicable requirements

    and standards addressed within the following references:

    1. AABC - National Standards for Testing and Balancing Heating, Ventilating, and Air

    Conditioning Systems.

    2. NEBB - National Environmental Balancing Bureau, Procedural Standards for Testing,

    Adjusting, Balancing of Environmental Systems.

    3. ASHRAE HVAC Applications Chapter 37: Testing, Adjusting and Balancing.

    4. ANSI/ASHRAE Standard 111: Practices for Measurement, Testing, Adjusting and Balancing

    of Buildings, Heating, Ventilation, Air Conditioning and Refrigeration Systems.

    5. CTI - Cooling Technology Institute CODE ATC-105.

    1.04 QUALITY ASSURANCE

    A. TAB Firm shall have operated a minimum of five (5) years under TAB Firm’s current name

    and shall be in good standing with the State of Texas, Franchise Tax Board. TAB Firm shall

    submit full incorporated name, Charter Number, and Taxpayer's I.D. Number for proper

    verification of TAB Firm's status.

    B. TAB Firm’s personnel performing Work at the Project Site shall be either professional

    engineers or certified air and water balance technicians, who shall have been permanent, full

    time employees of the TAB Firm for a minimum of six (6) months prior to the start of Work

    for this Project.

    C. TAB firm shall have a background record of at least five (5) years of specialized experience

    in the field of air and hydronic system balancing and shall possess properly calibrated

    instrumentation.

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MD ANDERSON Project No. XX-XXXX MD ANDERSON PROJECT NAME

    A/E Name Issue Description

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1.05 SUBMITTALS

    A. The activities described in this Section shall culminate in a report to be provided in

    quadruplicate (4), individually bound and also provided electronically to the Contractor to be

    presented to the Owner. Neatly type and arrange data. Include with the data, the dates

    tested, personnel present, weather conditions, nameplate record of test instrument and list all

    measurements taken after all corrections are made to the system. Record all failures and

    corrective action taken to remedy incorrect situation. The intent of the report is to provide a

    reference of actual operating conditions for the Owner's operations personnel.

    B. All measurements and recorded readings (of air, water, electricity, etc.) that appear in the

    report must have been made at the Project Site by the permanently employed technicians or

    engineers of the TAB Firm.

    C. At the Owner’s option, all data sheets tabulated each day by TAB Firm personnel shall be

    submitted for review and sign-off by the Owner’s Construction Inspector. Those data sheets, as

    initialed by Owner’s Construction Inspector, shall be presented as a supplement to the final TAB

    report.

    D. Submit reports on electronic forms approved by the Owner and Architect/Engineer which will

    include the following information as a minimum:

    1. Title Page:

    a. Company name.

    b. Company address.

    c. Company telephone number.

    d. Project name.

    e. Project location.

    f. Project Manager.

    g. Project Engineer.

    h. Project Contractor.

    i. Project identification number.

    2. Instrument List:

    a. Instrument.

    b. Manufacturer.

    c. Model.

    d. Serial number.

    e. Range.

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    f. Calibration date.

    g. What test instrument was used for.

    3. Fan Data (Supply and Exhaust):

    a. Identification and location.

    b. Manufacturer.

    c. Model.

    d. Air flow, specified and actual.

    e. Total static pressure (total external), specified and actual.

    f. Inlet pressure.

    g. Discharge pressure.

    h. Fan RPM.

    4. Air Handler Return Air/Outside Air Data (If fans are used, provide fan data as noted

    above):

    a. Identification and location.

    b. Design return air flow.

    c. Actual return air flow.

    d. Design outside air flow.

    e. Return air temperature.

    f. Outside air temperature.

    g. Required mixed air temperature.

    h. Actual mixed air temperature.

    5. Electric Motors:

    a. Manufacturer.

    b. Horsepower/brake horsepower.

    c. Phase, voltage, amperage, nameplate, actual.

    d. RPM.

    e. Service factor.

    f. Starter size, heater elements, rating.

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    6. V-Belt Drive:

    a. Identification and location.

    b. Required driven RPM.

    c. Driven sheave, diameter and RPM.

    d. Belt, size and quantity.

    e. Motor sheave, diameter and RPM.

    f. Center-to-center distance, maximum, minimum and actual.

    7. Duct Traverse:

    a. System zone/branch.

    b. Duct size.

    c. Area.

    d. Design velocity.

    e. Design air flow.

    f. Test velocity.

    g. Test air flow.

    h. Duct static pressure.

    i. Air temperature.

    j. Air correction factor.

    8. Air Monitoring Station Data:

    a. Identification and location.

    b. System.

    c. Size.

    d. Area.

    e. Design velocity.

    f. Design air flow.

    g. Test velocity.

    h. Test air flow.

    9. Variable or Constant Volume Terminal Unit Test Sheet:

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    a. Identification number.

    b. Room number/location.

    c. Terminal type (FP if fan powered) and / or (SDVV, SDCV, DDVV, DDCV), and

    (HWRH or ERH if reheat coil is used).

    d. Terminal size.

    e. Area factor.

    f. Design velocity.

    g. Design maximum and minimum air flow.

    h. Test (final) velocity.

    i. Test (final) maximum and minimum air flow.

    j. For DDC instrumentation: Measure and record computer readout and calibration

    factor at the final measurement conditions.

    k. Air dry bulb temperature at the discharge of the terminal unit.

    10. Pump Data:

    a. Identification and location.

    b. Manufacturer.

    c. Size/model.

    d. Impeller size.

    e. Service (CTW, CHW, CDW, HW, etc.).

    f. Developed head pressure and BHP at design flow rate.

    g. Developed head pressure and BHP at actual flow rate.

    h. Pump discharge pressure.

    i. Pump suction pressure.

    j. Total operating head pressure at final balance.

    k. Shut off, discharge and suction pressure.

    l. Shut off, total head pressure.

    m. Pressure differential settings.

    n. Fluid temperature.

    11. Cooling Coil Data:

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    a. Identification number.

    b. Location.

    c. Service.

    d. Manufacturer.

    e. Entering air DB temperature, design and actual.

    f. Entering air WB temperature, design and actual.

    g. Leaving air DB temperature, design and actual.

    h. Leaving air WB temperature, design and actual.

    i. Water pressure flow, design and actual.

    j. Water pressure drop, design and actual.

    k. Pressure independent control valve water pressure drop, design and actual.

    l. Entering water temperature, design and actual.

    m. Leaving water temperature, design and actual.

    n. Air quantity CFM design, and CFM actual.

    o. Air pressure drop, design and actual.

    p. Sensible Btu/hr design, and actual.

    q. Total Btu/hr design, and actual.

    12. Heating Coil Data:

    a. Identification number.

    b. Location.

    c. Service.

    d. Manufacturer.

    e. Air flow, design and actual.

    f. Water flow (gpm) or Steam mass flow rate (lbs per hour) design and actual.

    g. Pressure drop water (feet w.g.) or steam (psid), design and actual.

    h. Pressure independent control valve water pressure drop, design and actual.

    i. Entering water or steam temperature, design and actual.

    j. Leaving water or steam temperature, design and actual.

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    k. Entering air temperature, design and actual.

    l. Leaving air temperature, design and actual.

    m. Air quantity CFM design, and CFM actual.

    n. Air pressure drop, design and actual.

    o. Sensible Btu/hr design, and actual.

    p. Electric heat kW, number of stages, kW per stage specified and actual (if

    applicable).

    13. Heat Exchanger Data:

    a. Identification and location.

    b. Service.

    c. Manufacturer.

    d. Steam flow rate, design and actual.

    e. Water flow rate, design and actual.

    f. Water pressure drop, design and actual.

    g. Pressure independent control valve water pressure drop, design and actual.

    h. Entering steam temperature and pressure, design and actual.

    i. Entering water temperature, design and actual.

    j. Leaving water temperature, design and actual.

    k. Electric heat, full load kW, number of stages, kW per stage specified and actual (if

    applicable).

    14. Chiller:

    a. Identification and location.

    b. Manufacturer and model number.

    c. Condenser cooling medium (water or air cooled).

    d. Number of compressor types and number of stages.

    e. Chilled water entering and leaving temperature - specified and actual - one hour log.

    f. Condenser water entering and leaving temperature - specified and actual - one hour

    log.

    g. Evaporator section and condenser section water side pressure drop - specified and

    actual.

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    h. Air cooled condenser entering and leaving dry bulb temperatures.

    i. Compressors full load amperage - specified and actual.

    j. Voltage, phase, and cycle - specified and actual.

    k. Ambient temperature, DB/WB, time of day, and weather conditions at time of test.

    l. Cooler tons, condenser tons, and measured operating kW / ton compared to factory

    certified performance test data.

    15. Cooling Tower:

    a. Identification and location.

    b. Manufacturer.

    c. Model number.

    d. Size and serial number.

    e. Motor horsepower and RPM.

    f. Voltage, phase, hertz.

    g. Full load amps.

    h. Running amps.

    i. Cooling tower water flow rate through the tower.

    j. Cooling water flow rate through the bypass piping.

    k. Air entering and leaving wet bulb temperatures.

    l. Record airflow velocities and rates at the tower air inlets.

    m. Specified and actual tons capacity at design conditions.

    16. Hot Water Boiler or Steam Boiler:

    a. Identification and location.

    b. Unit manufacturer and model number.

    c. Heating water flow gpm - specified and actual (if applicable).

    d. Steam capacity lbs per hour - specified and actual (if applicable).

    e. Steam temperature and pressure - specified and actual.

    f. MBtuh Input / output - specified and actual.

    g. MBtuh output - specified and actual.

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    h. Gas / Fuel oil burner CFH / gpm.

    i. Gas / Fuel oil inlet pressure, in water / psig.

    j. Blower motor horsepower and FLA .

    k. Fire rate - gas, therm. / oil, btu per lbm.

    l. High fire set point(s).

    m. Low fire set point(s).

    n. NOx measurement (based on capacity of boiler per the Texas Commission on

    Environmental Quality).

    17. Sound Level Report:

    a. Location (Location established by the Engineer).

    b. Baseline background NC curve for eight (8) bands with equipment off.

    c. Operating NC curve for eight (8) bands with equipment on.

    18. Vibration Test on equipment having 10 horsepower motors or greater:

    a. Location of points:

    1) Fan bearing, drive end.

    2) Fan bearing, opposite end.

    3) Motor bearing, center (if applicable).

    4) Motor bearing, drive end.

    5) Motor bearing, opposite end.

    6) Casing (bottom or top).

    7) Casing (side).

    8) Duct after flexible connection (discharge outlet).

    9) Duct after flexible connection (suction inlet).

    b. Test readings:

    1) Horizontal, velocity and displacement.

    2) Vertical, velocity and displacement.

    3) Axial, velocity and displacement.

    c. Normally acceptable readings, velocity and acceleration.

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