CERTIFIED TEST, ADJUST, AND

BALANCE REPORT

DATE:______

PROJECT:

NAME Report Preparation Building C

ADDRESS ______

______

DESIGN ENGINEER:

NAME ______

HVAC CONTRACTOR:

NAME ______

NEBB TAB FIRM:

NAME ______

ADDRESS ______

______

TAB CERTIFICATION NUMBER: ______

Notes for preparing report: When final report is completed all of the above information must be included.

Page 1 of 36 NEBB Report Writing Example


PROJECT Building C

THE DATA PRESENTED IN THIS REPORT IS A RECORD OF SYSTEM MEASUREMENTS AND FINAL ADJUSTMENTS THAT HAVE BEEN OBTAINED IN ACCORDANCE WITH THE CURRENT EDITION OF THE NEBB PROCEDURAL STANDARDS FOR TESTING, ADJUSTING, AND BALANCING OF ENVIRONMENTAL SYSTEMS. ANY VARIANCES FROM DESIGN QUANTITIES, WHICH EXCEED NEBB TOLERANCES, ARE NOTED IN THE TEST- ADJUST- BALANCE REPORT PROJECT SUMMARY.

SUBMITTED & CERTIFIED BY:

NEBB CERTIFIED TAB FIRM NAME ______

CERTIFICATION NO. ______CERTIFICATION EXPIRATION DATE______

REPORT DATE ______

NEBB QUALIFIED TAB SUPERVISOR NAME ______

NEBB QUALIFIED TAB SUPERVISOR SIGNATURE______

Notes for preparing report: When final report is completed all of the above information must be included.

TABLE OF CONTENTS: REPORT WRITING BUILDING “C”

REPORT COVER SHEET Page 1

REPORT CERTIFICATION SHEET Page 2

TABLE OF CONTENTS Page 3

INSTRUMENT CALIBRATION REPORT Page 4

REPORT SUMMARY Pages 5 – 12

REMARKS AND DEFICIENCIES Page 12

ABBREVIATION USED IN THIS REPORT Page 13

AHU-1 Page 14

FAN COIL UNITS 01 – 08 Pages 15 - 22

FAN TERMINAL UNITS (FTU-1, 2 & 3) Pages 23 - 25

VAV-1 Page 26

FAN COIL UNIT AIR OUTLET REPORT Pages 27 & 28

EXHAUST FAN EF-1 Page 29

AHU-1 DUCT TRAVERSE REPORT Page 30

COOLING COIL TEST REPORT Page 31

HEATING COIL TEST DATA Page 32

BALANCING VALVE TEST REPORT Page 33

CHILLED WATER PUMP TEST REPORT Page 34

AIR COOLED CHILLER REPORT Page 35

SYSTEM DIAGRAM Page 36


PROJECT: Building C

INSTRUMENT
TYPE / MANUFACTURER / MODEL
NUMBER / SERIAL
NUMBER / DATES OF USE / INSTRUMENT CALIBRATION DATE

NEBB TAB FIRM

TAB SUPERVISOR

Notes for preparing report: When final report is completed all of the instrument used must be listed in this report.

The following is the preliminary balancing procedures for Building “C” – This is provided as an example and in your report your final balancing procedures will be listed here.

Building “C” PRELIMINARY TAB PROCEDURES

System Schematic Drawings

Building “C” Floor Plan Drawing M.01 will be marked up with device numbers as indicated in this report for reference as required in the report.

THE AGENDA

Prior to installation of the HVAC systems a pre balance report will be generated and provided to the installing mechanical contractor. The agenda will include a preliminary report of any discrepancies that would prevent the proper balancing of the project.

The following proposed balancing procedures and note any items excluded follow.

AIR SYSTEM TESTING PROCEDURES

a) Confirm that every item affecting the airflow of a duct system is ready for the TAB work, such as doors and windows being closed, ceiling tiles (return air plenums) in place, etc.

b) Confirm that all automatic control devices will not affect TAB operations.

c) Establish the conditions for the maximum demand system airflow which generally is a cooling application with "wetted" coils.

SYSTEM STARTUP

a) After verifying that all dampers are open or set, have the job electrician start all related systems (return, exhaust, etc.) and the system being balanced with each fan running at the design speed (rpm). Upon starting each fan, immediately check the fan motor and fan drive for malfunctions, and the motor amperage. If the amperage exceeds the nameplate full load amperage, stop the fan to determine the cause or to make the necessary adjustments.

b) Quickly go to each automatic damper that hasn't been blocked or disconnected and confirm that the damper is being controlled automatically and is in the correct position. There will be some effect on the airflow if these dampers are "hunting." This is undesirable while doing air balancing. Therefore, the dampers or their controls should b e blocked out to keep them in the desired position. All dampers should be set for a full flow "cooling" condition.

c) Confirm that all related system fans serving each area within the space being balanced are operating. If they are not pressure differences, and infiltration or exfiltration may adversely influence the balancing.

3. FAN TESTING

a) Determine the volume of air being moved by the supply fan at design rpm by one or more of the acceptable methods, such as:

1) Pitot tube traverse of the main duct or the ducts leaving fan discharge if good location available.

2) Fan curves or fan performance charts. In order to determine fan performance using a fan curve or performance rating chart, it is necessary to take amperage and voltage readings. In addition, a static pressure reading across the fan must be recorded. With rpm, brake horsepower and static pressure, the fan manufacturer's data sheets may be used to determine the aiflow predicted by the manufacturer. Fan performance can deviate from the fan curves if "system effect" or other system installation defects are present.

3) Where impossible to take good Pitot tube traverses of duct system use total sum of terminal device air volume readings.

4) Anemometer readings across coils filter, and/or dampers on the intake side of the fan. This is used as an approximation only.

b) If the fan volume is not within plus or minus 10 percent of the design capacity at design rpm, determine the reason by reviewing all system conditions, procedures and recorded data. Check and record the air pressure drop across filters, coils, eliminators, sound traps, etc. to see if excessive loss is occurring. Particularly study duct and casing conditions at the fan inlet and outlet for "system effect."

c) Always recheck the amperage whenever any rpm change or major damper setting change is made.

f) If the measured airflow of the supply air fan, central return air fan or central exhaust air fan varies more than 10 percent from design, adjust the drive of each fan discharge static pressure, amperage and air volume measurements. Confirm that the fan motor is not overloaded.

g) After balancing the return air system and the associated supply air system, the return air damper should be closed; the relief air dampers should be 100 percent open. Recheck the supply fan airflow with the outside air damper in the full open position.

4. SYSTEM AIRFLOW

a) Make a preliminary survey, spot checking air circulation in various rooms. With knowledge of the supply, return or exhaust fan volumes and data from the survey, determine if the return air or exhaust air system should be balanced before the supply air system is balanced. In continuation of this procedural outline, the assumption is made that the supply air system balance is not restrained by the exhaust air system or the return air system. However, if such a restraint exists the exhaust air system or the return air system should be balanced prior to continuing with the supply air system.

b) The most accurate and accepted field test of airflow is by a Pitot tube traverse of the duct being tested.

c) A total of the terminal readings will be useful to compare with the Pitot traverse readings when system air leakage is suspected. There will be instances when they will be the only field readings available for the system total airflow. Fan curves can be used when other required data can be obtained, such as SP, rpm and Bhp.

d) The accuracy of a Pitot tube traverse is determined by the availability of a satisfactory location to perform the traverse. Reasonably uniform airflow through the duct is necessary. Ideally, there should be six to ten diameters of straight duct upstream from the test location. Realistically, this condition will no be found very often in the field, therefore, use the best locations available. Avoid getting close to elbows, offsets, transitions or anything else in the duct that is creating turbulence.

e) If the Pitot tube traverse readings are taken at a good location and the readings are reasonably steady and uniform, these readings are going to give the most accurate field measurement of the system airflow and should be used accordingly. When the readings are not steady and uniform, they should be used in conjunction with the other test data and the fan curves to make a determination. The fan curve and fan speed data, when used with the calculated brake horsepower, will give the most accurate field readings that can be relied on heavily. Static pressures will be the least accurate field readings along with airflow readings, depending on how and where they were taken. But with a combination of these readings. one should be able to make a reasonable determination of the performance of the fan.

5. SYSTEM DEFICIENCIES

a) Compare the actual results of the above tests with the specified performance of the fan. If the fan airflow is not within + 10 percent of design, try to find the reason for the difference. Determine if the pressure drops across the duct system components (such as coils, filters, sound attenuators, eliminator blades, etc.) agree with the manufacturer's ratings. Observe the duct system configurations at the inlet and discharge of the fans. Compare these with the contract drawings. Notice if any radical changes were made to the duct system layout during installation. If any corrections are needed, report this to the appropriate persons.

b) If there are no obvious deficiencies, and the airflow is high the fan can be slowed by adjusting the drives or making drive changes. When the airflow is low, the fan speed should be increased. Before doing this, determine if there is adequate motor horsepower available. The new airflow-horsepower relationship can be determined by use of the fan laws. The fan curves are a better reference, if available. If any sizable upward change is made, the fan manufacturer's data should be checked for the maximum allowable rpm for this fan and its bearings. If horsepower and static pressure data is available and the fan speed can be increased, adjust the drives accordingly to obtain the desired airflow.

c) When new systems do not perform as designed, new drives and motors are often required. If required the new drive/motor requirements will be provided to the responsible party.

B BASIC AIR SYSTEM BALANCING PROCEDURES

1. OBJECTIVE OF SYSTEM BALANCING PROCEDURES

a) The value of the air quantity of each inlet or outlet device is measured and found to be within + 10 percent of the design air quantities (unless there are reasons beyond the control of the NEBB TAB Firm (Deviations will be reported in the remarks section of the report)

b) The terminal in the circuit with the greatest resistance shall be fully open.

2. STEPWISE METHOD

a) Make Pitot tube traverses on all main supply and major branch ducts to determine the air distribution. Investigate any branch that is very low in capacity to make sure that no blockage exists.

b) Adjust the volume damper on each branch that is high on airflow. Monitor the static pressure (SP) at a point downstream of the balancing damper. Slowly close the damper until the SP comes down to the new required SP determined by the equation SP2/SP1=(airflow2/airflow1)2. This should give approximately the correct airflow for this zone. This procedure should be used on each zone with high airflow, usually starting with the highest one first. Then remeasure the SP in all of the zones. There usually will be some interaction between the zones. Some of the adjusted zones may need adjusting again. The zones that were low in airflow should have increased, and now some of these may be high and may themselves need adjusting. After the zones are adjusted to the new calculated SP, proceed to the terminal units.

c) There will be instances where a branch damper will need adjusting but there won't be any satisfactory location for a Pitot tube traverse. In this instance, it will be necessary to take airflow readings at all of the terminals in the zone and total them. Use this total, take a reference SP as detailed earlier, and then proceed to balance the zone. Often this will result in a decrease in accuracy, but one should still be able to get the zone set close enough to proceed.

d) Without adjusting any terminal device, measure and record the airflow at each terminal in the system. In making adjustments, adjust volume dampers instead of extractors (if installed) or the dampers at the air terminals. If the throttling process at the terminal involves closing the damper to a degree that generated noise, evaluate the design airflow capacity of the branch duct.

e) Measure and record a preliminary reading at each terminal unit. This is a good time to confirm that the size and type of terminal device installed is what was specified. If not, it must be noted in the report.

f) After testing and recording all of the terminal units, total the readings on a zone or branch basis. Compare the totals to the comparable zone duct traverse reading and the required airflow. The total airflow for the terminal units should be close to the traverse reading for the zone or branch. The terminal unit total usually will be a little lower due to some expected leakage found in unsealed or partially sealed supply air ductwork. The accuracy of a good Pitot tube traverse is usually considerably better than most terminal readings. g) If the readings indicate a loss of more than ten percent of air in the duct system, the system will not be able to be balance properly. Investigate duct connections, terminal connections, and the plenums of linear diffusers. Also recheck for open access doors, holes in the ducts, etc. Notify the proper persons to have the leaks corrected.

h) When it is determined that airflow is within + 10 percent of design, proceed with the TAB work. Since system airflow will go first to the points of least resistance, usually the airflow of terminals closest to the fan will be higher and those near the end of the system will be lower. The results of preliminary readings will indicate what the system is doing and where the problems exist.