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hbreavis
On
15/07/2021
By Chris Parsloe
Up
for da BG 49/2015
20 ted
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1
ACKNOWLEDGEMENTS
The first edition of Commissioning Air Systems (AG 3/89) was produced
by BSRIA as part of a research project in 1989, under the sponsorship of the
Department of Trade and Industry, and under the direction of an industry
steering group.
This 2015 edition provides the same guidance as the 2013 edition. It also
incorporates changes to some of the descriptions and detail made as a result of
comments on the 2013 edition received from BSRIA member companies.
BSRIA would like to thank the steering group, without whom this revised
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The guidance given in this publication is correct to the best of BSRIA’s knowledge. However BSRIA
cannot guarantee that it is free of errors. Material in this publication does not constitute any warranty,
endorsement or guarantee by BSRIA. Risk associated with the use of material from this publication is
assumed entirely by the user.
All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or
transmitted in any form or by any means electronic or mechanical including photocopying, recording or
otherwise without prior written permission of the publisher.
© BSRIA March 2015 978-0-86022-743-4 Printed by Lavenham Press
It has been almost 13 years since the last major update to BSRIA’s
guidance on Commissioning Air Systems (AG 3/89.3 in November
2001). Amendments to Part F and Part L of the Building Regulations
combined with Soft Landings and the recently issued BSRIA Guide to
Seasonal Commissioning (BG 44/2013) have elevated the importance of
commissioning.
This revised guide has been compiled with the assistance of an industry
steering group and it is heartening to see that the Commissioning
Specialists Association (CSA) has been so well represented by both
corporate and individual members. It is the ultimate aim of the CSA to
promote proficient, professional commissioning to the built environment
and to support this with training and career development.
Neil F. White
Chairman, Commissioning Specialists Association – April 2011 to April
2013
Managing Director, Crosscount Ltd.
September 2014
DEFINITIONS 1
1 INTRODUCTION 3
1.1 Building regulations 3
1.2 Guide content 3
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3. COMMISSIONING FACILITIES 16
3.1 Flow regulating dampers 16
3.2 Flow measurement 18
7. COMMISSIONING PROCEDURES 47
7.1 Organisation and planning 47
7.2 Setting to work 48
7.3 Regulation method and system type 49
7.4 Proportional balancing 50
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8. EXAMPLE METHODOLGIES 52
8.1 Proportional balancing with volume control dampers 52
8.2 Systems with constant volume dampers (CVDs) 56
8.3 Commissioning of variable air volume systems (VAVs) 59
9. DOCUMENTATION 64
9.1 Example pro-formas 64
REFERENCES 74
Commissionable system
A system designed, installed and prepared to specified requirements in such
a manner as to enable commissioning to be carried out.
Commissionability
The ability of a system to be commissioned satisfactorily.
Commissioning
The advancement of an installation from the state of static completion to
full working order to specified requirements. For air systems, it includes
the setting to work of an installation and the regulation of flow rates.
Commissioning Management
The planning, organisation, co-ordination and control of commissioning
activities.
Commissioning specialist
The firm (or person) appointed to carry out specified duties in connection
with the commissioning of the engineering services.
Commissioning specification
The document (or sub-section of the design specification) that prescribes
the detailed objectives and requirements for commissioning.
Design criteria
The specified performance of the system expressed as a numerical quantity
together with allowable tolerances.
Installation
A system placed in position as required by the design or specification.
Pre-commissioning
The systematic checking of a completed installation to confirm its state of
readiness for commissioning.
Note: Pre-commissioning is a post-installation completion activity.
Pressure and leakage testing
The measurement and recording of a specified pressure retention or loss
within a system or system component.
Proportional balancing
The process of bringing the fluid flow rates throughout a distribution
system into balance with one another, in their correct proportions and
within tolerances specified by the designer.
Regulating
The process of adjusting the flow rates of a fluid in a distribution system
to achieve the design flow rates within the tolerances specified by the
designer.
Setting to work
The process of setting a static system into operation.
Static completion
The state of a system when it is installed in accordance with the drawings
and specification, clean and ready for setting to work.
System
A set of connected components for heating, cooling, ventilation or air
conditioning consisting of plant, distribution ducting, piping and terminal
units and arrangements to control their operation.
Tolerance
The permissible range of variation from the specified design value.
Witnessing authority
The firm or person that may sometimes be appointed to witness the results
of commissioning, and to verify that results obtained comply with the
requirements of the design criteria and commissioning specification.
1 INTRODUCTION
1.1 BUILDING Throughout this guide, references are made to England Building
REGULATIONS
Regulations and Approved Documents. Separate Building Regulations
and guidance documents apply in Wales, Scotland and Northern Ireland.
1.2 GUIDE CONTENT The technical guidance in this guide is divided into the following section
headings:
Section 2: Design for commissionability
Section 3: Commissioning facilities
Section 4: The installation of commissionable systems
Section 5: Site test instruments
Section 6: On-site flow measurement techniques
Section 7: Commissioning procedures
The workbook is attached to the pdf of this publication and can also be
downloaded from www.bsria.co.uk/goto/cas.
It is important that all those responsible for the design and specification of
building services systems are aware of the need to ensure that the building
services systems are commissionable. The involvement of a commissioning
specialist at the design stage to assist with commissionability reviews is
recommended.
2.2 DUCT SYSTEM The principal design aim should be the selection of ductwork components,
LAYOUT
configurations and layouts which will ensure that the system is as
inherently stable and self-balancing as possible.
2.3 FAN SELECTION The design of a ductwork distribution system should include a calculation
of each branch’s resistance to the design airflow rate. The branch which is
predicted to present the greatest resistance is known as the index branch.
Usually, but not always, this is the branch serving the terminals located
furthest from the fan. The fan should be sized to give at least 110% of the
calculated maximum flow rate and (following the square law relationship
between flow rate and pressure loss) 121% of the calculated system pressure
loss.
The duty point should be selected on a stable part of the fan curve, well
away from reverse slopes on centrifugal fans and stall points on axial fans.
Instability in these areas can lead to noise and flow pulsations which are
undesirable, and may also make the reading of instruments during testing
and balancing erratic. In order to minimise noise, fans should be selected to
operate at a location on their curve which coincides as closely as possible
with the peak efficiency point.
Calculation of duct pressure losses gives the loss in “total pressure” through
the system, whereas the fan manufacturer’s selection chart may be based
on static pressure. If these are equated, the selection assumes no recovery
of velocity head at the fan discharge. If there is recovery then an oversize
margin is built in.
speed to achieve the design flow rate as opposed to the use of a regulating
damper. The Non-Domestic Building Services Compliance Guide[9], which
supports Part L of the Building Regulations, states that fans with a motor
size greater than 1.1 kW should be fitted with a variable speed drive.
This document gives the maximum specific fan power (SFP) for various
types of air distribution system. These should be calculated in accordance
with the procedure set out in annex D of BS EN 13779[10]. The designer
should indicate the calculated required SFP value so that this can be
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2.4 ACCESS SPACE Adequate space is needed around the fans, ductwork and the components
of the air distribution system for installation, testing commissioning and
maintenance.
2.5 VARIABLE AIR In variable volume systems, the air flow rate delivered to a space is
VOLUME (VAV) dependent on the load within that space, and is generally adjusted by
SYSTEMS
means of duct-mounted dampers which open and close automatically
depending on the signal from a room sensor or thermostat. These damper
units come in different forms and are generically known as VAV units or
VAV terminals. VAV units fall into two categories, pressure dependent and
pressure independent.
A pressure dependent unit is one for which the airflow rate through the
unit is a function of upstream static pressure and damper plate position.
They are not equipped to measure and maintain the primary air discharge
flow rate.
Finally, the designer should provide a clear explanation of how fan speed
is to be controlled during normal system operation so that this can be
tested and verified during commissioning.
2.6 SPECIFYING A tolerance is the variation from the design flow rate that the designer
FLOW RATES AND
TOLERANCES
will accept. The specification of a variation from a precise flow rate makes
sense for two reasons:
• A small variation may make no detectable difference to the
performance of the system from the point of view of occupant
comfort or operating cost
• the inaccuracy of the balancing procedure will not allow precise
measurements to check against the design figure.
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For these reasons, codes such as the CIBSE Commissioning Code A[3] and
this guide suggest tolerances for the designer.
Code A[3] also recommends a final setting for the fan of between 100%
and 110% of the design rating. In specifying tolerances from Table 1, the
designer should recognise that a final setting within the tolerances does
not guarantee that the actual flow rate will lie within this range. To ensure
this, the designer should estimate the value of possible errors described
above, and allow for them in the specified flow rate.
When branch flow rates are taken, it is good practice to take a main duct
pitot traverse to obtain the total flow rate, where possible. A comparison
of the two total flow rates (main duct and sum of branch) is then helpful
in confirming the data or in suggesting further investigations. In the
absence of a suitable station for a total flow traverse, a branch summation
method is the only possible means of producing an acceptable result.
Tolerances for flow rates from fans and VAV units in VAV systems
Table 2 summarises recommendations on the tolerances acceptable for
checking VAV units and fans on site.
Tolerance limits are wider than those indicated in Table 1. This reflects the
fact that flow rates controlled by VAV units are unlikely to be repeatable
within the same limits as manually set flow rates.
Multiple VAV units serving a room ±10% on room supply with individual
grilles/diffusers at ±15%
Single VAV unit serving a room ±10%
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COMMISSIONING AIR SYSTEMS
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3 COMMISSIONING FACILITIES
3 COMMISSIONING FACILITIES
3.1 FLOW Having the necessary flow regulating dampers in the correct positions is
REGULATING
DAMPERS
one of the basic requirements for an effective system.
VCD VCD
Not required if fans VCD
are variable speed
VCD VCD
VCD
Constant Volume Dampers are only required in the branches they serve
– usually the terminal branches. Additional manually operated volume
control dampers might be required in main branches, as indicated in
Figure 3, if the anticipated pressure differential across the constant volume
damper exceeds the manufacturer’s recommended limit.
Prior planning is required at the design stage to ensure that test hole
locations are properly identified so that they can be located away from
causes of flow disturbance.
The basic locations for positioning test holes are shown in Figure 4. Test
holes are not usually required in ducts serving terminal inlets/outlets since
these flows can usually be measured by anemometer scan or flow capture
hood.
Test holes
VCD
VCD
VCD
VCD
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Note: distances between test holes and dampers should be in accordance with Figure 5.
d Battery or filter
D D
1.5D 10d
10D 1.5D 5D
1.5D
D
Extract cowl
Extract 1.5D 3D
Supply D1 D D1
Note: Duct diameters for rectangular ducts are defined as 2ab/(a+b), where a and b are the duct dimensions.
5D
For each setting of the damper the manufacturer will issue a k-factor from
which flow rate can be determined. This calculation relies on the square
law relationship between pressure loss and flow rate, exactly the same as for
flow measurements in pipework systems.
The following points should be taken into account when considering the
selection of flow measuring units:
• Has the pressure loss across the unit has been included in system
pressure loss calculations?
• Is the flow to be measured within the measurement range of the
selected unit?
• Does the unit need to be calibrated by an on-site measurement of
flow in the same duct?
For large fans, static pressure measurements can be achieved at the fan inlet
and outlet by means of a pressure “necklace”. Four separate static pressure
probes are installed at 90 degree intervals, and their combined signal is fed
to a manometer. This arrangement can be installed as a permanent feature
so that the performance of the fan can be easily checked. This is illustrated
in figure 8.
Airway
4.1 GENERAL The installer’s objective is to provide a ductwork system that meets the
specified requirements. To achieve this, properly managed resources should
be allocated to the process of installing a commissionable system. The
tendering or appointed installer should carefully study the enquiry and
contract documents to determine precisely the project requirements.
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4.2 ORGANISATION Where the installer is responsible for commissioning, the commissioning
AND PLANNING
specialist should be selected and instructed at the earliest possible stage to
ensure that experience is available in the planning and programming of the
commissioning tasks.
4.3 INSTALLATION Ductwork installation procedures can have a major influence upon the ease
ISSUES AFFECTING
COMMISSIONABILITY
and accuracy of flow measurement. The installer is responsible for ensuring
that operatives and supervisors are adequately trained and supplied with
appropriate instructions regarding good housekeeping, workmanship,
detailed ductwork arrangements, accessibility and inspection.
The following sections explain the main issues that need to be considered
during installation.
4.4 HOUSEKEEPING Good housekeeping practices are essential for achieving a commissionable
system. The following practices should be encouraged:
4.5 DUCT SYSTEM When considering the required cleanliness of the ventilation system, B&ES
CLEANLINESS
publication TR/19 Internal cleanliness of ventilation systems[12] and
BS EN 15780 Ventilation for Buildings. Ductwork.Cleanliness of Ventilation
Systems[13] should be referred to at the beginning of the contract. The
installer should establish:
• the required cleanliness quality class for each ventilation system
being commissioned, (i.e. High, Medium or Low quality class with
reference to section A.2 of BS EN15780[13])
• whether any form of protection to ventilation ducts is required to
minimise the ingress of debris during the delivery and installation
and prior to commissioning (TR/19[12] section 2)
• the responsibility for pre-commission testing to verify the required
cleanliness quality class
4.6 DUCT Care is needed at all junctions and seals are required to minimise leaks.
WORKMANSHIP
There should be close adherence to the principles of good workmanship
defined in B&ES publication DW/144 Specification for sheet metal ductwork[8].
4.7 DUCT AIR This is an iterative process carried out during system construction. The
LEAKAGE
TESTING
designer should specify limits for ductwork leakage appropriate to the
system design. Detailed guidance on air leakage testing procedures is given
in B&ES publication DW/143 A practical guide to ductwork leakage testing[14].
4.8 INSTALLATION During the course of the works, the installer should progressively and
INSPECTIONS systematically monitor the correctness and quality of the installation. The
installer should also ensure that any remedial work has been completed,
and that all the works comply with the specified requirements.
As part of the installation checks, the installer may wish to start up fan
motors briefly in order to check the wiring and control panel. If this is the
case, the contractual implications of responsibility should be clearly laid
down beforehand.
When the ductwork and all the major components of a system have been
installed, a final installation inspection should be formally undertaken
to verify that the system is complete and that preparations for the
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A great deal of time can be wasted by using the wrong kind of instrument
or by trying to manage with too few instruments. In this section, guidance
is given on the suitability of instruments for commissioning.
Health and safety legislation requires that a suitable and sufficient risk
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This instrument projects a narrow beam of light toward the rotating shaft
or pulley on which has been fixed a strip of reflecting tape. The reflected
light pulses from the tape are measured as frequency (rev/min) by the
meter. To be effective, the meter should be held in close proximity to the
shaft or pulley.
Mechanical tachometer
Mechanical tachometers can be used to measure rotational speeds where
the shaft of the fan or motor is accessible. Provision should be made for
the insertion of the tachometer spindle through an access aperture in the
guard, as measurements must never be made on an unguarded drive.
There are two basic types of mechanical tachometer; one gives a direct
reading of speed (rev/min) and the other reads the number of revolutions.
Inductive tachometer
The inductive style tachometer can often be used where both the
mechanical and optical instruments are not suitable. It uses an inductive
probe to count events above rotating metal objects. Typical applications
include shafts with slots or toothed gears where no reflection marks can be
fixed.
Stroboscope
The stroboscope is a source of variable frequency light pulses and its
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5.2 VOLTAGE It is important to check the fan motor current to ensure that it is within
AND CURRENT the design range.
MEASUREMENT
Fans with variable speed drives should provide a direct reading of running
current that can be recorded by the commissioning specialist.
Care should be taken that only competent persons carry out voltage and
current measurements, and that the system complies with:
• The Electricity at Work Regulations 1989
• The IET Wiring Regulations[16]
• Do not attach the instrument before starting the motor. The start-up
current, which can be from three to five times the motor name-
plate current, could damage the instrument.
Static pressure (SP) is the pressure exerted due to the compression of air
molecules by the fan. It exists even when the duct ends are closed and
there is no flow through the ductwork and acts in all directions within the
duct.
Velocity pressure (VP) is the pressure exerted due to the velocity of the air
travelling through the duct. Velocity pressure is directional and only acts in
the direction of air flow.
Total pressure (TP) is the sum of the static pressure and the velocity
pressure.
A pitot tube consists of two coaxial tubes. The centre one faces the
airstream and receives the total pressure of the airstream, i.e. the static
pressure plus the velocity pressure, while the outer tube has a ring of
holes around the wall near to the tip and measures the static pressure
only. Connecting the facing tube and the side tube tappings to the
micromanometer will indicate velocity pressure directly.
Pitot tube
Duct wall
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Static pressure
Total Micromanometer
ic
pressure
VP = ρv 2 / 2
where VP is the velocity pressure in Pascals, ρ is the density of air in kg/m3 and
v is velocity in m/s.
2VP
Hence, the air velocity: v =
ρ
v = 1.29 VP
The pitot tube should comply with BS ISO 3966:2008 Measurement of fluid
flow in closed conduits Velocity area method using Pitot static tubes.[15]
Typical accuracies for vane anemometers are ±5% of the indicated value if
calibrated for volume flow, or ±2% of the indicated value and ±0.05 m/s
when calibrated for air velocity.
An air flow hood captures the air from the diffuser and directs it past an
integral array of pressure sensing points which (working on pitot tube
principles) provide a direct measurement of flow rate. They give a direct
reading, usually in l/s. The typical range is between 25 and 950 l/s.
Typical instrument accuracies are in the range ± 3% of the indicated value.
Air capture hoods normally come as standard with a 600 x 600 mm square
hood assembly, with alternative hood sizes available in the form of kits.
The unit can be used with various fabric hoods. These hoods offer little
resistance to the flow, but are large and not easy to handle in confined
spaces.
Because the hood itself can add resistance to the system thereby causing
the flow from the diffuser to change, the measurements taken may need to
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Thermal anemometer
A thermal anemometer (also known as a hot-wire anemometer) has a
thin wire sensing element, which is heated electrically. When the element
is exposed to the airstream, the electrical current or voltage needed to
maintain the element at a constant temperature is measured and calibrated
to give the velocity of the air.
They require careful calibration and, because they can be upset by dirt
deposited on the sensing element, frequent calibration is essential whenever
they are put to heavy use or are thought to be damaged.
Typical accuracies for thermal anemometers are ±5% of the indicated value
if calibrated for flow rate, or ±1% of the indicated value and ± 0.02 m/s
when calibrated for air velocity. Accuracy will be dependent to some
extent on the orientation and positioning of the measurement tip.
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Commissioning courses are run at BSRIA
several times a year. For more information
COMMISSIONING AIR SYSTEMS
Visit: www.bsria.co.uk/training
6 ON SITE FLOW MEASUREMENT TECHNIQUES
Terminal connecting ducts Velocity traverse or single point reading in duct Pitot tube with micromanometer or
mini rotating vane anemometer
Grilles Velocity traverse across face Rotating vane or
differential pressure anemometer
Flow rate Air capture hood or powered flow hood
Ceiling diffusers Static pressure in connecting duct Pitot tube with micromanometer
Slots and linear diffusers Face velocity (for slots of equal width and same Mini rotating vane anemometer or
louvre setting) thermal anemometer
Flow rate Air capture hood or powered flow hood
installer, although the installer and the designer will need to take account
of their location in the design and installation to ensure access.
Figure 5 in section 3.2 shows the minimum distance of test holes from
sources of turbulence in duct diameters and gives the minimum distances
from axial and centrifugal fans.
Figure 17 gives the dimensions of a standard test hole suitable for in-duct
measurements using a pitot tube. It is sometimes appropriate to provide
resealable test holes in the ductwork prior to installation. As explained
in the following section, for rectangular ducts the number of test holes
depends on the duct dimensions; for circular ducts, a single test hole is
required for ducts less than 150 mm diameter, while two holes spaced 90°
apart are required for larger ducts.
Table 4 : Averaging grids for pitot tube velocity measurements in circular and flat oval ducts
Diameter range and Distance of pitot tube from duct wall as a percentage of duct diameter
application
1 2 3 4 5 6 7 8 Test holes and
measurement points
For ducts 300 mm to 2% 12% 18% 34% 66% 82% 88% 98%
1200 mm diameter when
measuring immediately
upstream or downstream
of a fan
Note: Where flows measurements are unstable, additional measurement points should be included
either on the same traverse or on additional traverses.
Table 5 : Averaging grids for pitot tube velocity measurements square or rectangular ducts
Dimensions and Distance of pitot tube from duct wall as a percentage of duct diameter
application
1 2 3 4 5 6 Test holes and
measurement points
Up to 200 mm 25% 75%
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For rectangular ducts, numbers of test holes and measurement points depend on the width and height of the duct.
For example, for a duct 700mm wide by 400mm deep measure at 4 points across the width and 3 points across the depth.
Note: Where air flow rate measurements are unstable, additional measurement points should be included either on the same traverse
or on additional traverses.
Where it is not possible to find a suitable measuring position for total air
flow in the main or branch ducts, velocity can sometimes be measured
at the fan suction if there is sufficient space and the flow is steady – for
example, where the fan draws air from a suction box.
If the fan flow rate cannot be measured in either of the above ways, it can
be derived by summation of the flow rates in the principal branches.
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Measurement by anemometer
The standard rotating vane anemometer is recommended for measuring the
velocity at inlet grilles and extract openings.
If the inlet grille has directional louvres, these should be set parallel to
flow (i.e. at right angles to the face of the grille) before taking readings.
The anemometer should be held steadily in each of the positions shown in
Table 6 and the reading noted.Visual averaging by moving the anemometer
continuously across the face of the grille can lead to serious errors.
up to 150 1 (Centre) - 2 - 3 - 4
150-300 2 - 2 2 2 3 2 4
300-460 3 - 3 2 3 3 3 4
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Over 460 4 - 4 2 4 3 4 4
6.3 CORRECTION When non-powered flow capture hoods are used to measure the air flow
FACTORS FOR
FLOW CAPTURE
rate at supply and extract terminals, the reading obtained usually contains
HOODS errors. These errors are usually caused by air turbulence within the hood
and the additional resistance the hood places on the system when the
measurement is taken. To overcome these errors, correction factors should
be established for each type of terminal and flow capture hood in use.
Correction factors should be established, ideally, at a single terminal or at
the smallest group of terminals possible. The installation should be visually
inspected to confirm that no leaks are visible and that a good pitot traverse
location is possible in the duct that serves the terminal(s). The correction
factor is then established by dividing the pitot traverse air flow rate by the
terminal air flow rate(s). This correction factor should then be applied to
the terminal air flow rates to bring them in line with the pitot traverse air
flow rate.
Perforated ceilings
Measurements are generally only possible by pitot traverse in the
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The flow rate of air being supplied by each fan coil unit can be determined
in one of the following ways:
• pitot traverse of discharge ductwork
• anemometer scan of the fan coil unit inlet filter
• summation of flows from secondary distribution terminals as
measured using a flow capture hood
7 COMMISSIONING PROCEDURES
The commissioning specialist can only organise and plan their activities
from the time of their appointment. On a well-considered project, they
will be called upon to respond to the requirements of a commissioning
specification.
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Pre-commissioning
The purpose of pre-commissioning is to ensure that the system is
complete and in a satisfactory and safe condition to set to work.
Pre-commissioning is normally the responsibility of the installer. On large
complicated projects, it may be advantageous to involve the commissioning
specialist in pre-commissioning checking procedures.
Verification of pre-commissioning
Checking that the pre-commissioning has been effectively completed is
of vital importance if the setting to work and balancing is to proceed to
programme.
7.2 SETTING TO WORK Simple plant items may be set to work by the project engineer and
commissioning specialist. The electrical sub-contractor, controls specialist
or manufacturer need only be involved if problems are found in their
respective areas.
Specialist plant or any items delivered in parts and assembled on site may
require the attendance of the manufacturer. Such items would only be set
to work following thorough electrical and controls interlock checks and
the establishment of satisfactory fluid flow rates.
Pre-regulation checks
Pre-regulation checks should be carried out by the commissioning
specialist to satisfy themselves that the system is ready for flow regulation/
balancing.
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7.3 REGULATION The method of regulation and balancing depends on the type of system to
METHOD AND
SYSTEM TYPE
be regulated. There are three principal types:
• low velocity systems
• Constant Air Volume (CAV) systems
• Variable Air Volume (VAV) systems.
The main task in setting up a VAV system is therefore to check that every
VAV unit has a pressure drop that is within the minimum and maximum
values specified by the manufacturer, and that it achieves the specified flow
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rate. Total, branch and unit flow rates can be measured by pitot traverse
in connecting ducts. Fan speeds can be adjusted in order to ensure the
minimum necessary static pressure is present at the inlet of each unit or to
reduce the pressure if unduly high. Flows from the low velocity sides of
VAV units are measured and (if feeding to multiple terminals) balanced by
the proportional balancing technique.
adjust the regulating dampers so that the terminals share the flow in the
correct proportions. It does not matter what the actual flow rate is at the
time this balancing process takes place. When the main flow from the fan is
regulated to its design value, each terminal should then be passing close to
its correct design flow rate since each has been set to take its appropriate
share of the total.
Before balancing
Design 1.25m3/s
Actual 1.13m3/s
% 90 Design 0.25m3/s 0.25m3/s 0.25m3/s 0.25m3/s 0.25m3/s
Actual 0.31m3/s 0.27m3/s 0.23m3/s 0.18m3/s 0.14m3/s
% 124 108 92 72 60
After balancing
8 EXAMPLE METHODOLOGIES
8.1 PROPORTIONAL Figure 19 shows a typical air distribution system with manually operated
BALANCING volume control dampers (VCDs).
WITH VOLUME
CONTROL
DAMPERS One of the flow measurement techniques described in section 6 should
be employed. If flow capture hoods are used for balancing terminal flows,
suitable correction factors for flow measurements should be determined
in advance by comparing the measured flow through the hood with that
measured in the same duct by pitot traverse. Each diffuser or grille type
will require its own correction factor.
A B C
Fan
A1 B1 C1
A2 B2 C2
A3 B3 C3
A4 B4 C4
A5 B5 C5
Fan checks
1. Open all duct and terminal branch dampers. Set the diffuser cones to
give full downward discharge and set adjustable grille louvres at right
angles to the grille face. Open central plant dampers to full fresh air or,
alternatively, to maximum recirculation.
2. Start up the supply fan. Increase the supply fan speed until its
projected maximum duty is reached i.e. 110% of the design value.
Monitor the motor current, fan speed and discharge duct pressure for
safe operation throughout this exercise.
3. Measure the total flow rate at the fan by a duct pitot traverse, and
also the fan static pressure differential. Plot this operating point on the
manufacturer’s fan curve. Confirm that the point measured lies on a
stable part of the published fan curve proving that the fan will deliver
a flow greater than the specified total design flow rate.
4. Carry out steps 1-3 for the return air fan.
5. Walk round the system checking that air is flowing from each supply
terminal or being extracted from each extract point. Investigate any
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C2/1
C2
10. If the index is not the branch located furthest from the fan, there are
two options for achieving a balance:
a. Adjust the damper at the end terminal (furthest from the fan) until
it is the least favoured (i.e. create an artificial index). Then balance
the system working away from this index e.g. if C5/4 is the index,
then adjust the damper on C5/6 until its %DFR is equal to that at
C5/4. Then balance C5/5, C5/4 and C5/3 and C5/2 in turn.
b. Balance the system working away from the index branch, first
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towards the most remote branch then towards those branches closer
to the fan e.g. if C5/4 is the index, then balance flows to terminals
C5/5 followed by C5/6 before returning to balance C5/3 and
C5/2.
11. To balance the flow to a particular branch, measure the %DFR in the
branch and compare with the %DFR in the index (or artificial index).
Adjust the damper until the two %DFR values are the same. Note: It
is an important principle that for each group of branches balanced, the
damper in the index branch remains fully open on completion of the
balancing process.
12. Record all flow rates indicating any correction factors attributed to
flow hoods and terminal grilles. Check that the summated terminal
flow rates are approximately equal to the total flow rate in the
connecting branch duct.
13. After flow rates to each group of terminals have been brought into
balance, bring flow rates to the connecting branches serving the
terminals (e.g. branches A1-A5, B1-B5 and C1-C5 in Figure 19) into
balance using the same technique as for the terminal branches.
Note: An essential principle in proportional balancing is to achieve a balanced
system with the least amount of resistance added to the branches and sub-
branches serving the system index terminal. All regulating dampers in these
ducts should remain fully open at the end of the exercise.
14. Take an initial pitot traverse flow measurement for each duct branch
in order to establish which one is the index branch. Subsequent flow
measurements in each branch during the balancing process can be
simplified by one of the following methods:
a. If the test holes for pitot traverses are located in accordance with
the recommendations of this guide, and a centre point reading of
static pressure is reasonable (i.e. measureable), then, using the square
law relationship between static pressure and flow rate, the flow rates
can be simply adjusted using static pressure measurements.
b. If the branches are small and each serve a similar pattern of
terminals, then flows can be measured at a single representative
terminal on each branch and these flows used to obtain a flow rate
value that is in proportion with the total flow in the connecting
duct.
Note: the two techniques described above should be used with great caution and
used only during the initial proportional balancing stages. Final proof of the
balance should be obtained by pitot traverse flow measurements.
Final correlation
16. When the entire duct network is balanced, measure the total flow
rate in the main duct from the supply fan using a pitot tube and
micromanometer. If the flow rate is higher than the design value,
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reduce the fan speed until the design flow rate is achieved within an
acceptable tolerance as recommended in section 2.6.
17. If, with the fan running at maximum speed, the flow rate is less than
the design value, this indicates a fault in the installation of equipment
or an underestimate of system resistance in the design.
18. Repeat steps 16 and 17 for the extract fan.
19. Finally, re-check all branch, sub-branch and terminal %DFR values. If
a section is shown to be out of balance, previously regulated dampers
can be fine-tuned, provided that flow rates in adjacent sections are not
changed beyond the tolerance limits.
20. Once all fine tuning has been completed, make a final record of the
balanced system flow rates and terminals. This will be confirmation of
a successful proportional balance within allowable tolerances.
21. Lock and mark all dampers in their regulated positions.
22. Prepare a final record of the balanced system flow rates. This will be
confirmation of a successful balance within allowable tolerances.
23. Measure and record the operating characteristics of the supply and
extract fans or AHUs. This should include a pressure profile, which
is a diagram showing the changes in pressure across components of
an AHU, with as many points of measurement as possible. Enter the
recorded details on “fan performance” and “pressure profile” test sheets
such as those included in section 9.1.
Note: from this data the specific fan power may be calculated for verification of
compliance with Building Regulations as explained in section 2.3.
24. If the air handling unit has automatically operated components (e.g.
fresh air mixing, free-cooling modes) then the system’s performance
under specified operating modes should be recorded and confirmed
within acceptable tolerances.
8.2 SYSTEMS WITH Figure 21 shows a ductwork layout with constant volume dampers in
CONSTANT terminal branches.
VOLUME
DAMPERS
(CVDS) One of the flow measurement techniques described in section 6 should
be employed. If flow capture hoods are used to measure terminal branch
flow rates, suitable correction factors for flow measurements should be
determined in advance by comparing the measured flow through the hood
with that measured in the same duct by pitot traverse. Each alternative
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A B C
Fan
A1 B1 C1
A2 B2 C2
A3 B3 C3
A4 B4 C4
A5 B5 C5
Fan checks
1. Where fitted, open all duct and terminal branch volume control
dampers. Set the diffuser cones to give full downward discharge and
set adjustable grille louvres at right angles to the grille face. Open
central plant dampers to full fresh air or, alternatively, to maximum
recirculation.
2. Pre-set all CVDs to their set-point design flow rate values. (This
may already have been completed as part of the pre-commissioning
exercise.)
3. Start up the supply fan. Increase the supply fan speed until its
projected maximum duty is reached i.e. 110% of the design value.
Monitor the motor current, fan speed and discharge duct pressure for
safe operation throughout this exercise.
4. Measure the total flow rate at the fan by a duct pitot traverse, and
also the fan static pressure differential. Plot this operating point on the
manufacturer’s fan curve. Confirm that the point measured lies on a
stable part of the published fan curve proving that the fan will deliver
a flow greater than the specified total design flow rate.
5. Carry out steps 1-4 for the return air fan.
6. Walk round the system checking that air is flowing from each supply
terminal or being extracted from each extract point. Investigate any
dead terminals or branches.
Supply system
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7. Measure the differential pressure across the CVD located in the index
branch. This is likely to be the damper located furthest from the fan
e.g. the last branch from C5 in Figure 21.
8. Adjust the fan speed until the measured pressure differential across the
index CVD is equal to the manufacturer’s recommended minimum
operating value.
Note: If this cannot be achieved with the fan operating at maximum speed, this
is indicative of either excess resistance in the system or fan under-sizing and
should be investigated.
9. Measure the differential pressure across the CVD closest to the fan
i.e. located in the first branch of A1 in Figure 21. Check that the
measured differential pressure does not exceed the manufacturer’s
recommended maximum value for the damper.
Note: if the maximum differential pressure value is exceeded, it will be
necessary to carry out a proportional balance of the main branch dampers A,
B and C in Figure 21 in order to reduce the pressure differentials at constant
volume dampers.
10. In the case of CVDs with secondary distribution to terminals each
with their own manually operated volume control damper, secondary
flows should be proportionally balanced following the methodology
outlined in section 8.1. Where multiple grilles or diffusers are
connected to the outlet from a VAV unit, proportionally balance
the flows between the terminals following the principles previously
outlined in section 8.1.
11. To prove the accuracy of CVD flow settings, adopt one of the
following methods:
a. Measure flows from terminals by means of flow capture hoods or
anemometer scans using previously calculated correction factors
where necessary. Confirm that the measured values are within an
acceptable tolerance limit of the damper flow setting. If the values
do not match, investigate the cause and re-check the results using
option b below.
b. Measure the total flow rates in the main connecting ducts (e.g. in
branches A1-A5, B1-B5, C1-C5 in Figure 21) by pitot traverse.
Confirm that the values measured are within acceptable tolerance
limits of their summated downstream damper flow settings. If the
values do not match, investigate the cause and, if necessary, report
to the designer.
c. If fitted, check the flow rates by means of flow measurement grids
inside the CVD units.
COMMISSIONING AIR SYSTEMS 57
© BSRIA BG 49/2015
8 EXAMPLE METHODOLOGIES
12. Record all CVD unit details including size, model, unique references,
operating pressures, maximum flow rates, kv values and settings.
Extract system
13. If CVDs are installed in the extract system, balance flow rates in the
same way as described for the supply system. If manually operated
VCDs are installed, balance the extract system following the
methodology outlined in section 8.1.
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Final correlation
14. When the entire supply duct network is balanced, measure the total
flow rate in the main duct from the supply fan using a pitot tube and
micromanometer. If the flow rate is higher than the design value,
reduce the fan speed until the design flow rate is achieved within
an acceptable tolerance. At this point the index CVD should retain
control of the air flow whilst being as open as possible but not fully
open, and still within the differential pressure range specified by the
manufacturer.
Note: An essential principle in regulating a system with CVDs is to achieve
control of flow rates at CVDs with the least amount of resistance added to the
overall system (i.e. the “index” route through the system should have fully
open branch and sub-branch dampers).The fan should be at its minimum
possible speed, that being the minimum required to generate sufficient
differential pressure at the index CVD.
15. If, with the fan running at maximum speed, the flow rate is less than
the design value, this indicates a fault in the installation of equipment
or an underestimate of system resistance in the design.
16. If applicable, measure the static pressure at the control sensor (usually
located approximately two thirds of the way between the fan and the
index terminal unit). Set the control system to automatically control
the fan speed so as to maintain the measured value at the sensor.
17. Repeat steps 14 and 15 for the extract fan.
18. Lock and mark all dampers in their regulated positions.
19. Prepare a final record of the balanced system flow rates. This will be
confirmation of a successful balance within allowable tolerances.
20. Measure and record the operating characteristics of the supply and
extract fans or AHUs. This should include a pressure profile with as
many points of measurement as possible. Enter the recorded details
on “fan performance” and “pressure profile” test sheets such as those
included in section 9.1.
Note: from this data the specific fan power may be calculated for verification of
compliance with Building Regulations as explained in section 2.3.
21. If the air handling unit has automatically operated components (e.g.
fresh air mixing, free-cooling modes) then the system’s performance
under specified operating modes should be recorded and confirmed
within acceptable tolerances.
8.3 COMMISSIONING The following procedure takes into account both pressure dependent and
OF VARIABLE AIR
VOLUME SYSTEMS pressure independent VAV units, as described in section 2.5 of this guide.
(VAVS) The commissioning method also should take into account any diversity
pattern specified by the designer as explained in section 2.5.
The main fan speed is typically varied such that a constant static pressure
is maintained at a pressure sensor located approximately two thirds of the
way along the index branch or as decided by the designer. In some cases
multiple sensors are provided so that the control point can be varied. The
maintained static pressure allows each VAV unit to maintain the required
downstream pressure, thus maintaining the required terminal flow rates.
Before starting the procedure, reference should be made to the VAV unit
manufacturer’s commissioning information.
Fan
A1 B1 C1
A2 B2 C2
A3 B3 C3
A4 B4 C4
A5 B5 C5
Fan checks
1. Where fitted, open all manually operated volume control dampers
located in main ducts or terminal branches. Set the terminal diffuser
cones to give full downward discharge and set adjustable grille louvres
at right angles to the grille face. Open plant dampers to full fresh air
or, alternatively, to maximum recirculation. Set VAV unit controllers to
their design set-point flow values and establish control from the BMS.
2. Using the BMS, open a sufficient number of VAV unit dampers to
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11. Reduce the fan speed until the pressure differential across the index
unit is approximately equal to the manufacturer’s recommended
minimum differential pressure value.
12. Measure the static pressure at the pressure sensor provided for fan
speed control (e.g. as shown between branches C2 and C3 in Figure
22). Set the fan speed controller to maintain the pressure at the sensor
constant at its measured value. During subsequent steps ensure that
the static pressure set-point value is maintained. This may involve
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shutting off the dampers in some VAV units whilst others are opened
so that the diversified maximum flow rate is not exceeded.
13. For each VAV unit connected to the system, measure the flow rates at
the maximum and minimum flow rate settings to confirm that set-
point values are being achieved. This can be confirmed using one of
the following methods:
a. Where provided, use the flow measurement facility in the VAV unit,
if necessary using the manufacturer’s flow calibration data.
b. Measure the flow rate in the upstream duct by pitot traverse. Where
duct pitot traverse is not feasible, measure flow rates at the main
branches or grilles and diffusers connected to the unit and summate
to provide an inferred flow rate value.
14. Check the performance of the fans in fan assisted VAV units when
operating at both minimum and maximum flow settings. For series
fan units, this will involve measuring the unit discharge flow rate. For
parallel fan units, this will involve measuring the recirculation flow
rate. In each case, the flow rate measured should comply with the
manufacturer’s recommended value.
15. Where multiple grilles or diffusers are connected to the outlet from
a VAV unit, proportionally balance the flows between the terminals
following the principles outlined in section 8.1. This should be
carried out immediately after testing/checking of the parent VAV
unit. Confirm that the measured flow rates summate to the flow rate
recorded at the unit.
16. Measure the static pressures in the main branch ducts feeding to the
VAV units closest to the fan. Check that the recorded values do not
exceed duct static pressure limits or the VAV unit manufacturer’s
recommended inlet pressure.
17. Repeat the above procedure for all supply branches. If there are
significant differences in static pressures between different supply
branches, then if fitted, volume control dampers can be adjusted to
provide a more uniform balance of pressures.
manometer. Adjust the pressure sensor set-point value until the index
VAV unit is controlling at the minimum differential pressure value
recommended by the manufacturer. At this point the index VAV unit
should retain control of the air flow whilst being as open as possible
but not fully open, and still within the control range specified by the
manufacturer.
Note: An essential principle in regulating a variable air volume system is to
achieve control of flow rates at VAV units with the least amount of resistance
added to the overall system (i.e. the “index” route through the system should
ideally have fully open branch and sub-branch dampers).The fan should be
at its minimum possible speed, that being the minimum required to generate
sufficient differential pressure at the index VAV unit.
Completion
24. Check the operation of the tracking system (or volume control
system) for the control of the duty of the return air fan. This should
be done with the supply fan duty varied from maximum to minimum.
Ensure that the return fan duty follows the specified sequence of
the supply fan and that areas of the building are not under or over
pressurised.
25. Record the control value for the pressure sensor and co-ordinate with
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9 DOCUMENTATION
9.1 EXAMPLE The use of pro-formas can save time both in executing the necessary tasks
PRO-FORMAS and in providing an effective vehicle through which anomalies and/or
deficiencies may be communicated to other parties. Well thought out pro-
formas can:
• aid the efficient execution of the commissioning tasks
• help control the quality and progress of the commissioning tasks
• provide a convenient means of comparing test results with design
values
• serve as a permanent record of commissioning data to be included in
the building log book and maintenance manuals.
The workbook is attached to the pdf of this publication and can also be
downloaded from www.bsria.co.uk/goto/cas.
Client:
Project:
System:
7. * supply fan
7.
8. * extract fan
8.
9. * air handling units
9.
10. * main ducts
10.
11. * branch ducts
11.
12. * sub-branches
12.
Static pressure loss:
Project:
System:
instructions
1. Air handling units 1.
2. Fans 2.
3. Ductwork 3.
4. Dampers 4.
5. Filter units 5.
6. Terminals 6.
7. Fire dampers 7.
8. Controls (These need only be completed in so far as 8.
they affect the mutual process of regulation
i.e. that they are correctly fitted ‘in link’)
Project:
System:
With electrical supply isolated, check that: P/! Comments / Follow-up references
Ductwork / System
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Project:
System:
System regulation
GENERAL COMMENTS
Project:
System:
Initial start
10. Direction and rotation speed of motor shaft is correct 10.
11. Motor, fan and drive are free from vibration and undue noise 11.
12. Motor starting current is correct for sequence timing adjustments 12.
13. Motor running current is balanced between phases 13.
14. There is no sparking at the commutator or slip rings 14.
15. Motor and bearings are not ove rheating and water coolant is adequate 15.
16. There is no seepage of lubricant from the housing 16.
17. Reduced speed and motor running currents are correct on multi - 17.
speed motors
Initial run
18. Fuses, switchgear and motor are not overstressed 18.
19. Motor current reaches design value or full load current, whichever is 19.
the lower
20. Fan pressure developed does not exceed system design pressure 20.
Running-in period
21. Bearings and motor temperature remain steady 21.
22. Gland nuts are adjusted to give correct drip ra tes 22.
GENERAL COMMENTS
Project:
System: Fan
Manufacturer: Type:
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Fan
Manufacturer: Type:
Motor
Design Test
Flow Rate m3/s m3/s
Pressure, suction Pa Pa
Fan
Pressure, discharge Pa Pa
Performance
Pressure, no flow Pa Pa
Speed rev/min rev/min
Voltage V V
Current FLC (amps) running amps
Motor
Speed rev/mìn rev/min
Power kW kW
Project:
System:
GENERAL COMMENTS
System:
Design Traverse Actual
Traverse Duct size Duct m/s
Flow rate Flow rate % design
location mm area m 2
m3/s 1 2 3 4 5 6 7 8 Av m3/s
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GENERAL COMMENTS
Project:
System:
Plant Layout
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REFERENCES
1. BSRIA BG 46/2015 Domestic Ventilation Systems: A guide to measuring flow rates. This publication can
be downloaded for free from from www.bsria.co.uk/bookshop and a pdf is attached to the pdf of
this publication.
2. CIBSE Commissioning Code M Commissioning Management (2003)
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Training Courses
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