SECTION PLUMBING/HVAC FINAL TESTING, ADJUSTING AND BALANCING
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1 SECTION PLUMBING/HVAC FINAL TESTING, ADJUSTING AND BALANCING PROJECT NO. ####### PART I - GENERAL 1.01 WORK INCLUDED A. Final test and balance of air distribution systems. B. Final test and balance of hydronic distribution systems and associated equipment and apparatus of mechanical work. C. Setting and adjusting speed and volume of systems, recording data, conducting tests, preparing and submitting reports, and recommending modifications to work as required by contract documents. D. Component types of testing, adjusting, and balancing specified in this section includes the following as applied to mechanical equipment: 1. Fans 2. Air handling units 3. Ductwork systems 4. Pumps 5. Coils and heat exchangers 6. Piping systems 7. Terminal units 1.02 QUALITY ASSURANCE 8. Balance Valves for Plumbing systems A. University's Representative shall hire independent testing agency services and facilities that specializes in testing, analysis, and balancing of hydronic systems and air distribution for heating-cooling systems. Work shall be done by qualified engineering technicians and trained personnel, using instruments certified accurate to limits used in standard practice for testing and balancing of hydronic and air distribution for heating-cooling systems. Agency shall field test air and hydronic flows in accordance with methods set up by Associated Air Balance Council, National Standard Volume 1, latest edition. B. Final testing and balancing of the HVAC systems will be contracted directly by the University. The mechanical contractor, however, will be required to coordinate with the designated test and balance contractor in all respects in a manner exactly as if he were a mechanical subcontractor. With the exception of the actual labor of the test and balance contractor, the mechanical contractor shall consider this specification section to be an inclusive part of his contract documents and shall assume necessary compliance therewith, especially substantial completion. The mechanical contractor shall execute his work in close coordination with the test and balance contractor making every effort to
2 provide complete test and balance systems, responding expeditiously to correct any deficiencies, inadequacies, imbalances, etc. that may be evidenced by the test to those systems. In that regard, cost and labor for the installation, addition, or removal of any shims, sheaves, or other similar items necessary for incremental adjustment of systems or equipment, in order to comply with the requirements to provide complete and balanced systems demonstrated by test and balance tests, will be considered to be part of the base scope of work of this project. 1. Balancing air quantities of supply and exhaust including existing supply and return fans and all existing zone ducts to achieve those given on drawings. Records shall be kept on all air quantities measured, including tests prior to final balance. On systems with economy cycles, measure and record air quantity of supply and return fans with outside air dampers in minimum and maximum positions. Record variations in fan static and brake horsepower. Adjust to maintain constant building pressure. 2. The use of fire dampers as balancing dampers will not be permitted. 3. Primary air balance shall be achieved using variable fan speed, branch duct dampers, and so forth. The dampers on diffusers and registers may be used only for final balance. 4. Measure and record the ampere reading of each motor input after final adjustments have been made. Record nameplate amperage of motors. 5. Tabulate magnetic starter s size, type and manufacturer with heater strip size, type and rating. C. Reference Standards: 1.03 SUBMITTALS 1. AABC - Associated Air Balance Council - A National Standard Volume ASHRAE - American Society of Heating, Refrigerating, and Air Conditioning Engineers, Inc. 3. NEBB - National Environmental Balance Bureau. A. Provide submittals to indicate the extent of work proposed. Submit certified test reports as hereinafter specified signed by Test and Balance Supervisor who performed test and balance work. Provide all submittals in both hard copy and electronic format. Compile the electronic copies entirely in Abode Acrobat complete with an interactive field linked Table of Contents (linked to the chapters and subsections within the report). Submit electronic copies on a CD (or CDs). B. Include identification and types of instruments used and their most recent calibration date with submission of final test report. C. Provide submittal of completed balance report prior to request for final mechanical observation of the project
3 1.04 JOB CONDITIONS A. Balance agency shall perform the following during installation phase of systems: PART II - PRODUCTS 1. Study design specifications and engineering Drawings and prepare schedule to physically inspect mechanical equipment for hydronic and air distribution systems to be tested and balanced. Contractor shall provide balance agency with one copy of Contract Drawings and specifications, mechanical equipment submittals, and change orders necessary for proper balancing of air distribution systems. 2. Balance agency shall make field inspections prior to closing in portions of systems to be balanced. Agency shall verify to its satisfaction that all work, fittings, dampers, balancing devices, etc. are properly fabricated and installed as shown or specified and that Agency will be able to properly balance system. 3. Prepare final test and balancing schedule, test record forms, and necessary technical information about hydronic and air distribution systems for installed heating-cooling equipment. 4. Recommend adjustments and/or corrections to mechanical equipment and hydronic and air distribution systems that are necessary for proper balancing of systems PATCHING MATERIALS A. Except as otherwise indicated, use same products as used by original installer for patching holes in insulation, ductwork and housings which have been cut or drilled for test purposes, including access for test instruments, attaching jigs, and similar purposes TEST INSTRUMENTS 1. At tester's option, plastic plugs with retainers may be used to patch drilled holes in ductwork and housings. A. Utilize test instruments and equipment for test and balance work required, of type, precision, and capacity as recommended in the following test and balance standards: PART III - EXECUTION 3.01 BALANCING 1. Comply with AABC's Manual "AABC National Standards, Volume 1. A. Upon completion of hydronic and air handling systems, balance agency shall complete tests, analysis, and balance of hydronic and air handling systems for heating-cooling equipment. B. This report shall include as minimum, but not be limited to, following design and actual information: 1. Motors, Pumps, and Fans: Horsepower, brake horsepower, revolutions per minute, actual amperage, and full-load rated current
4 2. Supply, Return, and Exhaust Fans: Cubic feet per minute, static pressure, and outlet velocity. 3. Pumps: Suction and discharge pressure. 4. Coils: Gallons per minute, fluid temperature, and air temperature at outlet and inlet. 5. Terminal Air Distribution Units: Cubic feet per minute and inlet static pressure. 6. Inlets, Outlets, and Main Branch Ducts: Air velocity and cubic feet per minute. 7. All Rooms: Air temperature during test. 8. Other information required to establish completely balanced systems BALANCE REQUIREMENTS A. Make allowance for air filter resistance at time of tests. Balance main air supplies at design air quantities and at an air resistance across filter bank midway between design specifications for clean and dirty filters. Balance room air supply and exhaust to within 0 and plus 10% of design air quantities for rooms with an air supply, return, or exhaust under 1000 cfm and to within 0 and plus 5% in room where total is 1000 cfm or more, or in rooms with multiple outlets. In all cases, total air quantities supplied to any floor or major zone will be within 0 and plus 5% of design. B. After final air and hydronic balance of systems, make adjustments to obtain uniform temperatures as required by actual occupancy. C. Take static pressure readings with inclined manometer. Take air velocity readings with instruments of recent calibration. Take final velocity readings with Alnor Velometer, Anemotherm or Vane Type Anemometer, calibrated prior to test and recalibrated at end of test. Include certified correction curves for each calibration as part of record. Certify instruments accurate to standards currently used in common practice for system balance work. Use test cones for diffusers. D. Run tests with supply, return, and exhaust systems operating and doors, windows, etc. closed or under regular traffic. If possible, make final readings with cooling coils under load to ensure that static pressures are at maximum. E. Adjust deflection of supply outlets to ensure proper and uniform air distribution throughout area served by such outlets. F. Work with temperature Control Subcontractor in adjustment of automatic dampers, valves, thermostats, etc. required to maintain proper temperatures in all portions of building. G. Contractor responsible for installing heating, cooling, and ventilating equipment shall make any changes, additions, or modifications to dampers, fan drives and motor sheaves, pump impellers, motors, and other equipment necessary for proper air and hydronic balance
5 H. Balance of systems shall be reviewed by University's Representative and during this review Mechanical Contractor shall furnish men, materials, ladders, etc. to enable University's Representative to take all readings as he may direct. If errors are found, Balancing Agency shall readjust system to satisfaction of University's Representative. I. Return Air Shaft Test: Upon completion of construction of shafts to be used for return air, and after all pipe and duct penetrations are sealed, independent test and balance agency shall test shaft for leakage. Submit to Contractor a complete test report, and if required by results of this report, Contractor shall make repairs to shaft for the purpose of making it airtight. Upon completion of these repairs provide a retest and submit final report of results to University's Representative. Balance agency shall perform the following tests: J. Seal shaft at openings, including openings into duct runs. K. Provide test orifice and check an allowable loss of 250 C.F.M. at test pressure of 1-inch static pressure at each shaft. L. Test equipment shall be capable of delivering minimum of 1500 C.F.M. and develop twice static pressure required in shaft. M. Determine measured leakage factor by use of hook gauge with connections across installed orifice plate. Submit leakage factor determined by these tests to Contractor for correction. N. Submit test equipment used to University's Representative for review before beginning work. END OF SECTION
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