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SECTION 15-1-9

TESTING, ADJUSTING AND BALANCING
00000000PART 1 - GENERAL 1.1. DESCRIPTION: A. This Section specifies the requirements and procedures of mechanical systems testing, adjusting and balancing. Requirements include measurement and establishment of the fluid quantities of the mechanical systems as required to meet design specifications, recording and reporting the results. Test, adjust and balance the following mechanical systems: 1. !. ". #. &. ydronic system. Supply air system. Return air system. $%haust air system. 'erify temperature control system operation.

Test systems for proper sound and (ibration le(els. 1.2. REFERENCES: A. )$** + )ational $n(ironmental *alancing *ureau )$** *. ,rocedural Standards for Testing, Adjusting and *alancing of $n(ironmental Systems. eating, Refrigerating and Air -onditioning

AS RA$ + American Society of $ngineers, .nc. AS RA$

AS RA$ andboo/, 101# Systems 'olume, -hapter "2, Testing, Adjusting and *alancing.

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AA*- + Associated Air *alancing -ouncil AA*)ational Standards for Total System *alance, #th $dition, dated 101!.

1.3.

SUBMITTALS: A. $ngineers and Technicians 3ata: Submit proof that the Test and *alance $ngineer assigned to super(ise the procedures and the technicians proposed to perform the procedures meet the qualifications specified below.

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,rocedures and Agenda: Submit a synopsis of the testing, adjusting, and balancing procedures and agenda proposed to be used for this project.

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5aintenance 3ata: Submit maintenance and operating data that include how to test, adjust, and balance the building systems. Sample 6orms: Submit sample forms, if other than those standard forms prepared by the )$** are proposed. -ertified Reports: Submit testing, adjusting and balancing reports bearing the seal and signature of the Test and *alance $ngineer. The reports shall be certified proof that the systems ha(e been tested, adjusted and balanced in accordance with the referenced Standards7 are an accurate representation of how the systems ha(e been installed7 are a true representation of how the systems are operating at the completion of the testing, adjusting, and balancing procedures7 and are an accurate record of all final quantities measured, to establish normal operating (alues of the systems. 6ollow the procedures and format specified below: 1. 3raft Reports: 8pon completion of testing, adjusting, and balancing procedures, prepare draft reports on the appro(ed forms. 3raft reports may be hand written, but must be completed, factual, accurate, and legible. 9rgani:e and format draft reports in the same manner specified for the final reports. Submit ! complete sets of draft reports. 9nly 1 complete set of draft reports will be returned. 6inal Report: 8pon (erification and appro(al of draft reports, prepare final reports, type written, and organi:ed and formatted as specified below. Submit ! complete sets of final reports. Report 6ormat: Report forms shall be those standard forms prepared by the referenced standard for each respecti(e item and system to be tested, adjusted, and balanced. *ind report forms complete with schematic systems diagrams and other data in reinforced, (inyl, three+ring binders. ,ro(ide binding edge labels with the project identification and a title descripti(e of the contents. 3i(ide the contents of the binder into the below listed di(isions, separated by di(ider tabs: + + + + + + ;eneral .nformation and Summary. ydronic System. Air Systems. Temperature -ontrol Systems. Special Systems. Sound and 'ibration Systems.

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Report -ontents: ,ro(ide the following minimum information, forms and data: 1. ;eneral .nformation and Summary: .nside co(er sheet to identify testing and adjusting $ngineer and ,roject. .nclude addresses, and contact names and telephone numbers. Also include a certification sheet containing the seal and name address, telephone number, and signature of the -ertified Test and *alance $ngineer. .nclude in this di(ision a listing of the instrumentations used for the procedures along with the proof of calibration. The remainder of the report shall contain the appropriate forms containing as a minimum, the information indicated on the standard report forms prepared by the )$**, for each respecti(e item and system. ,repare a schematic diagram for each item of equipment and system to accompany

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each respecti(e report form. ;. -alibration Reports: Submit proof that all required instrumentation has been calibrated to tolerances specified in the referenced Standards, within a period of si% months prior to starting the project.

1.4.

UALIT! ASSURANCE: A. Test and *alance Agency<s =ualifications: Testing and balancing shall be carried out by an independent testing and balancing agency appro(ed by the $ngineer and ha(ing at least & years of successful testing, adjusting, and balancing e%perience on projects with testing and balancing requirements similar to those required for this project. ,re+*alancing -onference: ,rior to beginning of the testing, adjusting, and balancing procedures, schedule and conduct a conference with the $ngineer and representati(es of independent testing and balancing agency and the installers of the mechanical systems. The objecti(e of the conference is final coordination and (erification of system operation and readiness for testing, adjusting, and balancing.

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1.5.

PROJECT CONDITIONS: A. Systems 9peration: Systems shall be fully operational prior to beginning procedures.

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S$=8$)-.); A)3 S- $38?.);: A. *. Test, adjust and balance the air systems before refrigerant systems. Test, adjust and balance air conditioning systems during summer season and heating systems during winter season, including at least a period of operation at outside conditions within &o6 wet bulb temperature of ma%imum summer design condition and within 1@o6 dry bulb temperature of minimum winter design condition also ta/e final temperature readings during seasonal operation.

PART 2 - PRODUCTS )ot applicable.

PART 3 - E"ECUTION *efore operating the system and performing the preliminary procedures obtain drawings, specifications and details of *uilding 5anagement System and -ontrols and become thoroughly acquainted with them.
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3.1

PRELIMINAR! PROCEDURES FOR #!DRONIC S!STEM BALANCING: *efore operating the system perform the following steps: A. *. -. 3. $. 6. ;. 9pen (al(es to full open position and close coil bypass (al(es. Remo(e and clean all strainers. $%amine hydronic system and determine if water has been treated and cleaned. -hec/ pump rotation. -lean and set automatic fill (al(es for the required system pressure. -hec/ the e%pansion tan/s to determine that they are not air+bound and that system is completely full of water. -hec/ air (ents at high points of systems and determine if all are installed and operating freely in case of automatic type or bleed air completely in case of manual type. Set temperature controls so that all coils shall be calling for full flow. -hec/ operation of automatic bypass (al(es. -hec/ and set operating temperatures of the chillers to the design requirements. ?ubricate all motors and bearings.

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PRELIMINAR! PROCEDURES FOR AIR S!STEM BALANCING: *efore operating the system perform the following steps: A. *. -. 3. Cal/ the system from the system air handling equipment to terminal units to determine (ariations of installation from design. -hec/ filters for cleanliness. -hec/ dampers Dboth (olume and fireE for correct and loc/ed position, and temperature control for completeness of installation before starting fans. ,repare report test sheets for both fans and outlets. 9btain manufacturer<s outlet factors and recommended procedures for testing. ,repare a summation of required outlet (olumes to permit a cross+chec/ with required fan (olumes. 3etermine best locations in main and branch ductwor/ for most accurate duct tra(erses. ,lace outlet dampers in the full open position. ,repare schematic diagrams of system Fas+builtF ductwor/ and piping layouts to facilitate reporting. ?ubricate all motors and bearings. -hec/ fan belt tension.

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A. 3.3

-hec/ fan rotation.

MEASUREMENTS: A. ,ro(ide all required instrumentation to obtain proper measurements, calibrated to the tolerances specified in the referenced Standards. .nstruments shall be properly maintained and protected against damage. ,ro(ide instruments meeting the specifications of the referenced Standards. 8se only those instruments which ha(e the ma%imum field measuring accuracy and are best suited to the function being measured. Apply instrument as recommended by the manufacturer. 8se instruments with minimum scale and ma%imum subdi(isions and with scale ranges proper for the (alue being measured. Chen a(eraging (alues, ta/e a sufficient quantity of readings which will result in a repeatability error of less than & percent. Chen measuring a single point, repeat readings until ! consecuti(e identical (alues are obtained. Ta/e all reading with the eye at the le(el of the indicated (alue to pre(ent paralla%. 8se pulsation dampeners where necessary to eliminate error in(ol(ed in estimating a(erage of rapidly fluctuation readings. Ta/e measurements in the system where best suited to the tas/.

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PERFORMING TESTING, ADJUSTING AND BALANCING: A. *. -. 3. $. 6. ,erform testing and balancing procedures on each system identified, in accordance with the detailed procedures outlined in the referenced Standards. -ut insulation, ductwor/ and piping for installation of test probes to the minimum e%tent necessary to allow adequate performance of procedures. ,atch insulation, ductwor/ and housings, using materials identical to those remo(ed. Seal ducts and piping and test for and repair lea/s. Seal insulation to re+establish integrity of the (apor barrier. 5ar/ equipment settings, including damper control positions, (al(e indicators, fan speed control le(ers, and similar controls and de(ices, to show final settings. 5ar/ with paint or other suitable, permanent identification materials. Retest, adjust and balance systems subsequent to significant system modifications, and resubmit test results.

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TESTING FOR SOUND AND $IBRATION: A. Test and adjust mechanical systems for sound and (ibration in accordance with the detailed instructions of the referenced Standards.

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RECORD AND REPORT DATA: A. Record all data obtained during testing, adjusting, and balancing in accordance with, and on the forms recommended by the referenced Standards, and as appro(ed on the sample report forms. ,repare report of recommendations for correcting unsatisfactory mechanical performances when system cannot be successfully balanced.

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DEMONSTRATION: *. Training: 1. Train 9wner<s maintenance personnel on the troubleshooting procedures and testing, adjusting, and balancing procedures. Re(iew with 9wner<s personnel, the information contained in the 9perating and 5aintenance 3ata specified in 3i(ision 1 and Section 1&@&@. Schedule training through the $ngineer with at least 2 days prior notice.

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