University of Manitoba
Req. #
TESTING AND BALANCING
Section 15990
Page 1
PART 1 - GENERAL
1.1
GENERAL
.1
All drawings and all sections of the specifications shall apply to and form an integral part of
this section.
.2
Provide services of an independent Testing and Balancing company, which specializes in
testing, and balancing of heating, ventilation, and air conditioning systems.
.3
The Testing and Balancing company shall be a member of the Associated Air Balance
Council (AABC). All testing, adjusting, and balancing (TAB) shall be done in accordance with
Associated Air Balance Council (AABC) guidelines.
.4
Include extended service of 90 days, after completion of test and balance work, during which
time the Consultant, at his discretion, may request re-checking or re-setting of any systems
and/or equipment in the test report for a maximum period of eight (8) hours of site time.
.5
All references to water shall include condensate, glycol, and other fluids that apply for this
project.
.6
All piping shall be tested prior to receiving insulation.
.7
The Consultant shall specify all test pressures and flow rates.
1.2
BALANCING REPORTS
.1
Report submittals
.1
First submittal: 2 copies of the rough draft report for review by the Consultant, to
include the following:
.1
A list of items, which will prevent the Balancer from providing a full and
complete balance.
.2
Narratives that describe all problem areas that may require major
construction or design changes.
.3
Narratives that describe the building systems and control systems to
demonstrate comprehension of system operation, including system
diversity
.4
The balancing agenda which reiterates the scope of the balancing work and
the intended order of activity
.2
Pre-final submittal: 3 copies of the complete report for approval by the Consultant
and the University of Manitoba.
.3
Final submittal
.1
Provide copies of the approved report in binder per requirements indicated
in Division 1, General Requirements, (except imprint bound edge of
volumes with the name of the building and the words "Testing, Adjusting,
and Balancing Report".)
.2
Imprint front of the volume with the name of the building, project name,
project number, University of Manitoba, General Contractor, Mechanical
Subcontractor, Architect, Mechanical Consultant, and the TAB firm.
.3
The pre-final and final reports shall include a narrative and the data
necessary to describe the systems, operating equipment, and systems’
functions.
.4
Identify equipment using the construction drawing identifiers.
.5
Refer to Section 01810 for additional documentation details and
requirements.
1.3
CODES, REGULATIONS AND STANDARDS
.1
All work shall conform to the following codes, regulations, and standards of latest issue:
.1
Associated Air Balance Council (AABC), "National Standards for Field Management
and Instrumentation Total System Balance."
.2
ASHRAE Handbook, HVAC Systems and Applications
.3
AMCA Publication 203 Fan Application Manual, Part 3, Field Performance
Measurement
.4
Industrial Ventilation Guide, American Conference of Governmental Industrial
Hygienist
February 27, 2015
University of Manitoba
TESTING AND BALANCING
Req. #
Section 15990
Page 2
.5
National Environmental Balancing Bureau (NEBB) "Procedural Standards for
Testing, Adjusting, Balancing of Environmental Systems"
1.4
COMMISSIONING
.1
Refer to Section 01810 Quality Commissioning for the details of the commissioning process.
1.5
DESCRIPTION
.1
Systems include, but are not limited to, heating, ventilating, and air conditioning, supply air
and exhaust air systems, hot water heating, central cooling water, chilled water, condenser
water, special piping, high purity piping, etc.
.2
Balance, adjust and test air and water systems and equipment.
.3
Balance all fans, ducts, grilles, outlets, and diffusers.
.4
Balance all pumps, pipe distribution systems, terminal devices and equipment.
.5
Test all fire dampers, fire/smoke dampers, and fire stop flaps.
.6
Provide reports.
.7
Refer to Section 01810 for additional documentation details and requirements.
1.6
GENERAL PROCEDURES
.1
Adjust systems and their components to perform as required by drawings and specifications.
.2
Initial testing: Prior to actual start of testing and balancing, verify that the systems and
equipment are ready for balancing and submit a letter to the University's Representative so
stating and also describing any deficiencies found. Correct air and water system
performance deficiencies disclosed by initial testing prior to balancing the systems.
.3
Test duration: Operating tests of heating and cooling coils, fans and other equipment shall
be of not less than 4 hours duration, after stabilized operating conditions have been
established. Capacities shall be based on temperatures and air and water quantities
measured during such tests.
.4
Off-season testing: Because testing and balancing may be scheduled in the season other
than that for which the equipment applies, the agency shall provide load to test the
equipment. Where full loading cannot be achieved, refer to .7 below.
.5
The heating system shall be tested under whatever sustained load can be provided by
combination of ambient and cooling apparatus.
.6
If the cooling system is tested in the winter, the heating system shall be used to generate
whatever sustained load can be provided.
.7
Full operational tests shall be performed during the next available heating and/or cooling
season as may be requested by the Consultant and scheduled with the University. (Utility
expenses for these tests will be provided by the University.)
.8
Instrumentation: Method of application of instrumentation shall be in accordance with the
approved agenda. Furnish all personnel, instruments, and equipment for tests specified in
this section.
.9
Instruments used for measurements shall be accurate to within the requirements of NEBB.
.10
Provide calibration histories for each instrument for examination.
.11
Calibrate each test instrument by an approved laboratory or by the Manufacturer.
.12
The Consultant has the right to request instrument recalibration, or the use of other
instruments and test methodology, where accuracy of readings is questionable.
.13
Application of instruments: Comply with Manufacturer's certified instructions.
.14
Filters: Verify that new air filters have been installed after the test run and before the start of
testing and balancing.
.15
Blow off all manual air vents before the start of testing and balancing to ensure the system is
free of air.
.16
Adjust air pattern controllers, grille and register blades for the air diffusion patterns indicated
prior to testing and balancing.
.17
All wiring and controls shall be completed and tested before the start of testing and
balancing. Installation shall be completed and approved by the Consultant before the start
of balancing.
1.7
JOB COORDINATION
February 27, 2015
University of Manitoba
Req. #
TESTING AND BALANCING
Section 15990
Page 3
.1
.2
Within 60 days of the start of construction, review the plans, specifications and installation of
all the affected systems.
Submit a written report to the Consultant indicating any recognized deficiencies in the
systems that would preclude the proper adjusting, balancing, and testing of the systems.
1.8
RELATED WORK
.1
Refer to Division 15 specifications and plans and contractor shop drawings for system
configuration and details of required construction.
.2
During the balancing work, list all items, which are installed incorrectly or have not been
installed in accordance with the contract drawings and/or specifications. This shall include
all air distribution, piping, pumping, heating and cooling systems.
.3
During the balancing work, advise the Consultant of any deficiencies in the construction or
systems such as lack of automatic flow balancing valves, dampers, etc. that adversely
impact the ability to balance any portion of the systems.
.4
During the balancing work, report all deficiencies in controls, air valve leakage, damper
leakage, mixing box leakage, thermostat malfunction, excessive noise in the mechanical
systems, etc. that adversely impact the quality of the systems.
.5
Obtain from the Contractor an unmarked copy of the plans and specifications to be used
during the system balance. These drawings are to be maintained on the job site with notes
and redlines indicating as-built conditions discovered in the course of the TAB work.
.6
Records and test data shall be kept throughout the course of the project that pertain not only
to test results, but observations relative to quality of construction, completeness of
components and systems, and overall integrity of the mechanical systems.
1.9
START-UP
.1
Before starting the mechanical systems, provide a certificate stating that the systems are
ready for start-up and the following conditions have been met:
.1
Safety controls installed and fully operational.
.2
Qualified personnel available to operate the systems.
.3
Permanent electrical connections made to all equipment.
.4
Chiller started up and adjusted by factory technicians.
.5
Clean air filters installed.
.6
Pump and fan drives properly aligned.
.7
Mechanical equipment rooms, including plenums, vacuum cleaned.
.8
Control devices calibrated, including air terminal unit volume controllers.
.9
Verify that the minimum overload relay rating is not less than the full load current of
each motor to allow the motor to be operated at full load current.
.10
Open fire dampers and volume dampers.
.11
Position manual valves for normal system operation.
1.10
COMMISSIONING
.1
Refer to Section 01810 Quality Commissioning for the details of the commissioning process.
PART 2 - PRODUCTS
2.1
GENERAL
.1
Prior to submitting tender, review the drawings and advise the Contractor of any additional
balancing valves or dampers that will be required.
.2
Contractor to supply and install all additional belts, pulleys and sheaves required to complete
the balancing.
.3
Contactor to allow the shaving or replacement of the impeller on each pump to meet
balancing requirements.
.4
Provide one copy of the final report to the Consultant prior to final inspection.
.5
Attend the final inspection, with equipment, to verify findings randomly selected by the
Consultant.
.6
Provide copies of the balancing reports and fire barrier device certification.
February 27, 2015
University of Manitoba
Req. #
Section 15990
Page 4
.7
.8
2.2
TESTING AND BALANCING
Provide a sealed letter with the report certifying that the proper operation of every fire
damper, fire/smoke damper and fire stop flap has been verified. Have the Contractor repair
all dampers that do not operate freely and retest until units operate without binding.
Refer to Section 01810 for additional documentation details and requirements.
AIR [AND WATER] BALANCING AND TESTING
.1
An independent firm specializing in air and water balancing, a member of AABC, and
acceptable to the Consultant and the University of Manitoba, shall undertake this work as
follows:
.1
Provide personnel to review working drawings, make site visits, prepare reports and
take responsibility for measuring and adjusting all air supply, exhaust, return and
transfer systems [and all water and other fluid pumping systems] operate in
accordance with specified requirements and tolerances.
.2
Review and check contract drawings to ensure that modifications, if required, are
implemented prior to the execution of the work.
.3
Provide inspections during the course of construction and issue reports making
whatever recommendations are necessary in the interests of ensuring specified
performance of all systems.
.4
When the work is adequately completed inspect, check and test all systems. Also
co-operate with controls system Sub-Contractor to achieve required air quantities
where modulating dampers etc., are installed.
.5
After inspection and tests, identify all required sheaves, belts, adjustments,
ductwork modifications, etc. that are necessary to complete the work.
.6
After deficient items have been rectified, retest and issue a final report and
certificate.
.7
Provide assistance to the Consultant for on-site spot verification of air [and water]
balance report.
.2
This work shall be tendered directly to the Prime Mechanical Subtrade and not to the
Sheetmetal Trades.
.3
Environmental systems, including all equipment, apparatus, and distribution systems, shall
be tested and balanced in accordance with the AABC procedural standards. Fume hood
testing shall be in accordance with the procedure outlined in the AABC manual.
.4
All instruments used for measurements shall be accurate, and calibration histories for each
instrument shall be available for examination. Calibration and maintenance of all instruments
shall be in accordance with the requirements of AABC. Accuracy of measurements shall be
in accordance with AABC standards.
.5
During the operating tests of the chilled water system, the Contractor shall provide, if
necessary, a false load equal to full capacity on the chiller and submit data on gpm flow,
pressure drop, inlet and outlet temperatures of chilled water, amperage of chiller, and
ambient air temperature at condenser.
.6
The Contractor shall check the operation of all automatic temperature control equipment;
verify all thermostat, aquastat, airstat, etc., set points and operations; and enlist the aid of
the control subcontractor to make necessary adjustment where required.
.7
Costs to perform air [and water] balancing to be included in the Tender for the work of
Division 15.
.8
Air Balancing
.1
Perform air balancing in accordance with current AABC procedural standards by
adjusting fan speed. Use damper throttling only in systems where fan motor is less
than 1 HP or where throttling results in no greater than one additional fan HP over a
reduced RPM condition.
.2
Where ductwork is subject to static pressure in excess of 75mm (3”) WC, leak test
25% minimum of total installed duct area of all representative sections of the total
system. All testing to conform to requirements of HVAC Duct Leakage Test Manual,
1985, Sections 5 and 6 and tested duct leakage class at a test pressure equal to the
design duct pressure class rating to be equal to or less than leakage Class 6 as
defined in 4.1 of Ref. 35.
February 27, 2015
University of Manitoba
Req. #
TESTING AND BALANCING
Section 15990
Page 5
.3
.9
.10
After inspection and tests, report all required replacement of sheaves and belts and
all required adjustments and ductwork modifications to achieve system performance
as specified.
.4
After deficient items have been rectified, retest and issue a final report and
certificate covering the following:
.1
Specified and achieved total air quantities per system supported by curves
for all fans over 150 l/s (300 cfm) capacity.
.2
Specified and achieved individual air quantities per outlet with supporting
schematic diagrams showing test points. On variable air volume
distribution systems adjust each VAV terminal for specified minimum and
maximum flows. Balancing downstream from the VAV terminals is also
required as part of the Work.
.3
Nameplate and actual motor loading in amperes at actual voltage and
installed overload heater size and Manufacturer.
.4
Specified and actual fan total static pressures with breakdown showing inlet
and discharge pressures with data shown on fan curves.
.5
Sheave and belt sizes and quantities per unit.
Water Balancing
1.
Perform hydronic system balancing by minor throttling for pumps that are less than
7.45 kW (10 HP) provided this results in a power draw of no greater than 10% of
that required if the impeller were trimmed. For pumps greater than 7.45 kW (10
HP), the same limit applies but in no case is it to exceed 2.23 kW (3 HP). In either
case where these limits are exceeded by throttling, the impeller is to be trimmed or
replaced. Provide pump curve analysis showing options for Consultant’s review and
approval.
2.
Make adjustments to achieve specified temperature drops across all finned radiation
sections and flows through coils. Also report all pump data such as suction, and
discharge pressure, current draw at tested voltage and starter OL heater sizes and
pump motor nameplate ratings.
3.
Provide pump curves indicating the operating point with superimposed power draw,
RPM, impeller size, etc.
4.
Instruct piping system installers on proper locations of flow measurement ports.
5.
Report any required pump impeller adjustments needed to achieve specified
performance.
6.
After making the adjustments, retest systems and issue final report confirming
systems are operating in compliance with design.
7.
Perform hydronic system balancing by minor throttling for pumps that are less than
7.45 kW (10 HP) provided this results in a power draw of no greater than 10% of
that required if the impeller were trimmed. For pumps greater than 7.45 kW (10
HP), the same limit applies but in no case is it to exceed 2.23 kW (3 HP). In either
case where these limits are exceeded by throttling, the impeller is to be trimmed or
replaced. Provide pump curve analysis showing options for Consultant’s review and
approval.
Variable Speed Drive (VSD) Pumping Systems
1.
The entire water system must be fully operational; air has been vented out of the
piping system, final strainers installed and clean, all controls fully operational with all
valves fully open.
2.
Determine the total water flow volume of the hydronic terminals and place the
system under full flow condition.
3.
If there is not enough pumping capacity to provide 100% water flow to each terminal
due to diversity, close the valves to the coils closest to the pump until the pump can
provide100% flow to the open coils. If there are three-way valves or a bypass valves
in the systems, observe that it is closed prior to balancing.
4.
Set the VSD for 100% flow.
5.
Record the pump operating conditions; head, flow, motor amperage and voltage
under the above conditions. The electrical data should be recorded at the system
breaker, never between pump and VSD.
6.
Set each pump to provide approximately 10% more water flow than designed.
February 27, 2015
University of Manitoba
Req. #
Section 15990
Page 6
7.
8.
9.
10.
11.
2.3
TESTING AND BALANCING
Read all flows and pressure drops throughout the entire system (chillers,
convertors, coils, etc.)
Starting with the hydronic terminals having the greatest flow, adjust the water flow to
design requirements.
Continue to proportion the water to each hydronic terminal until all are balanced
within +/-10% of design flow with the balancing valve of at least one hydronic
terminal remaining 100% open. If the system has diversity, close an equal amount
of valves nearest to the pump and open the initially closed valves. Continue to
proportion the water to each hydronic terminal (starting with the one closest to the
pump) until all water flow volumes are balanced within +/- 10% of design.
Re-verify and record the final pump GPM, head, amperage and voltage of each
pump. When the VSD is at 100% and the discharge valve needs to be throttled to
obtain design flow, it will be necessary that the impeller be trimmed to suit the
system requirements.
After the full-flow condition is balanced and the system differential pressure set point
is established, to control the variable-speed system correct operation, observe the
flow n the circuit with the greatest resistance as the other circuits are closed one at
a time. The flow on the observed circuit should remain equal to, or more than, the
previously set flow. Verify that the closed valves closest to the pump remain closed
and are not lifting off their seats when the system operates under minimum water
flow demand.
BALANCE REPORTS
.1
Supply two (2) copies of final corrected report for review by the University. The copies of the
final reports shall be submitted on applicable AABC Reporting Forms for review and
approval by the Consultant and the University.
.2
Each individual final reporting form submitted shall bear the signature of the person who
recorded the data and the signature of the testing and balancing supervisor of the
performing firm.
.3
If more than one certified firm performs the TAB work, all final reports shall be submitted by
that certified firm having managerial responsibility.
.4
Identification of all types of instruments used and their last dates of calibration shall be
submitted with the final report.
.5
The final test report shall include appropriate reference to all problems regarding the
systems encountered prior to, during, and after testing and what action was taken to correct
the problems, including noise and vibration problems.
.6
Each report shall include a print, or sketch, reduced in size, showing all supply, return,
transfer, and exhaust air outlets for easy reference to report data.
.7
As a minimum, the following information shall be provided in the balancing reports:
.1
Cover page containing the name of the project and the TAB company name,
address, phone number and seal. Enclose the page in a protective plastic cover.
.2
Measuring instrument makes, models and calibration histories including dates.
.3
Air Moving Equipment
.1
Installed make and model
.2
Location of equipment
.3
Drive Type
.4
Design and installed motor sizes (H.P.)
.5
Motor nameplate and operating amperages
.6
Design and actual static pressures
.7
Design and actual fan speeds (RPM)
.8
Minimum outside air quantities on air handling units
.4
Ductwork and Air Outlets
.1
Design and actual air volumes in ducts containing more than 20% of the fan
air volume.
.2
Design and actual air volumes at each air inlet and outlet.
.3
A schematic layout of the distribution and collection systems
.4
Pumps
.5
Installed make, model and type of pump
February 27, 2015
University of Manitoba
TESTING AND BALANCING
Req. #
Section 15990
Page 7
.6
.7
.8
.9
.10
.11
.5
.6
.7
.8
.9
Location of equipment
Drive type
Design and final fluid volumes
Design and installed motor sizes (H.P.)
Motor nameplate and operating amperages
Fluid flow and head:
.1
at operating capacity
.2
at no flow
.3
at full flow
.12
Marked up pump curves on all pumps.
.13
Motor Amperage at above ratings and motor speed.
.14
Design and actual pump speed (rpm)
Terminal Heating Units
.1
Installed make, model and type
.2
Design and actual entering and leaving fluid temperatures
.3
Heat Exchangers
.4
Installed make, model and type
.5
Design and actual primary fluid flow rates
.6
Design and actual secondary fluid flow rates
.7
Design and actual primary entering and leaving fluid temperatures
.8
Design and actual secondary entering and leaving fluid temperatures
.9
Initial primary and secondary inlet and outlet pressures
.10
Steam pressure and temperature, and condensate temperature
Coils
.1
Design and actual entering and leaving fluid temperatures
.2
Design capacity
.3
Actual entering and leaving dry and wet bulb air temperatures
.4
Design and actual fluid flow rates
.5
Initial inlet and discharge pressures
Chillers
.1
Installed make, model and type
.2
Location of equipment
.3
Design cooling capacity
.4
Evaporator and condenser entering and leaving fluid temperatures,
pressures and flow rates
.5
Design and actual motor sizes (H.P.)
.6
Motor nameplate and operating amperages
Cooling Tower
.1
Installed make, model and type
.2
Location of equipment
.3
Design and actual entering and leaving fluid temperatures
.4
Design and actual fluid flow rates
.5
Design and actual motor sizes (H.P.)
.6
Motor nameplate and operating amperages
.7
Motor and fan speeds (rpm)
.8
Design fan air volumes
Refer to Section 01810 for additional documentation details and requirements.
2.4
DRAFT REPORTS
.1
After all adjustments are made, prepare two draft copies of detailed report and submit to
Consultant for review.
.2
Refer to Section 01810 for additional documentation details and requirements.
2.5
FAN SHEAVES
.1
The fans shall be balanced and the unit sheaves shall be left approximately in the midrange of adjustment. Where necessary, change the original sheaves to achieve this midrange adjustment.
February 27, 2015
University of Manitoba
Req. #
TESTING AND BALANCING
Section 15990
Page 8
.2
It is not acceptable for a balancing contractor to ONLY indicate that the system has been
balanced if the existing sheaves are not set to mid-range as required.
2.6
IDENTIFICATION OF SMOKE & FIRE DAMPERS AND CEILING FIRE FLAPS
.1
At all smoke dampers, fire dampers and ceiling fire flaps, supply and install
identification tags. Tags shall be of type approved by University of Manitoba.
.2
Tags shall be mechanically fastened to duct fire damper access door, or onto structure near
fire dampers or ceiling fire flaps which have no connecting ductwork.
.3
After each fire damper and each ceiling fire flap has been proven to operate satisfactorily, as
noted in previous clause, label tag with permanent, ink, identifying damper or ceiling fire flap
location (room number), inspection date, inspector's signature and company name.
2.7
PRESSURE VESSELS
.1
All pressure vessels shall be installed in accordance with the requirements of the Manitoba
Department of Labour and the University of Manitoba standards.
.2
Tanks and pressure vessels shall be inspected, stamped, and certified as constructed in
accordance with the Department of Labour and the ASME Code for Pressure Vessels.
.3
Operating certificates shall be turned over to the University upon completion of the project.
.4
Refer to Section 01810 for additional documentation details and requirements.
2.8
TESTING OF SMOKE AND FIRE DAMPERS AND CEILING FIRE STOP FLAPS
.1
This section of work to be performed by an independent testing firm experienced with this
type of installation. The prime mechanical contractor and not the ventilation sub-trade shall
engage this firm.
.2
Test every fire, fire/smoke and ceiling fire stop flap for proper, non-binding operation. Test
shall include the manual releasing of the fusible link, allowing the damper or flap to close, to
ensure that it has a tight fit in the closed position and operates without binding. Open fire
damper and/or the ceiling fire stop flap and reset the fusible links.
.3
Arrange for the Contractor to repair all deficient units.
.4
Co-ordinate work with Section 15800.
.5
After each damper has been proven to operate satisfactorily, install a tag containing the
name of the verifier, the agency name and the date. The label shall have a minimum of
three spaces for additional signatures and dates for recording future testing.
.6
Provide a check sheet for each fire, fire/smoke damper and fire stop flap and a written test
report shall be provided with the following information stated:
.1
Each unit is fully accessible
.2
Each unit has been successfully tested
.3
Each unit has been reset
.4
Name of tester, agency name and test date
.5
Location schedule of all fire, fire/smoke and ceiling stop flaps
.6
The testing firm must label each device.
.7
Identification
.1
At all dampers and ceiling fire flaps, supply and install tags as approved by the
University of Manitoba.
.2
Tags to be Tyvek fastened to the duct with a self-tapping sheet metal screw in plain
view and easily accessible. Tags shall be of type approved by University of
Manitoba.
.3
Tags shall be mechanically fastened to duct fire damper access door, or onto
structure near fire dampers or ceiling fire stops which have no connecting ductwork.
.4
After each fire damper and each ceiling fire stop has been proven to operate
satisfactorily as noted in previous clause, representative of Section 15990 shall label
tag with permanent ink, identifying damper or ceiling fire stop location (room
number), inspection date, inspector’s signature and company name.
.8
After each device has been tested and has been proven to operate satisfactorily as noted in
previous clause, label unit number and mark date and signature on tag. Tag shall have
space for minimum size further dates and signatures for future checking of operation by The
University of Manitoba’s staff.
February 27, 2015
University of Manitoba
Req. #
Section 15990
Page 9
.9
.10
.11
.12
2.9
TESTING AND BALANCING
Provide two draft copies of the completed report to the Consultant. Include with the report a
certification letter stating that all units are operating correctly, and an accredited member of
the AABC has verified the operation.
Refer to Section 01810 for additional documentation details and requirements.
For motorized smoke damper portion of fire/smoke damper operation, the test shall include:
.1
Associated fan system shall be operating as per normal conditions.
.2
Power to the operator shall be applied and removed, as required to cause the
damper to open. Ensure full opening operation without binding or overdriving of the
operator.
.3
Power to the operator shall be removed and restored, to verify the unit opens
without binding or overdriving of the operator.
.4
Provide test report indicating permanent location number (e.g. Rm-103) where
access to fire damper and/or ceiling fire flap is possible. Provide description as to
which wall in that location the fire damper is located in (e.g. north wall).
Testing of Dampers and Flaps
.1
Provide all testing. Tagging and test report for all dampers and flaps. Follow
instruction noted in previous clause.
.2
For motorized smoke damper portion of fire/smoke damper operation, test shall
include:
.1
Associated fan system shall be operating as per normal conditions.
.2
Power to operator shall be applied/removed, as required, to cause damper
to open. Ensure full opening operation without binding or overdriving of
operator.
.3
Power to operator shall removed/restored, as opening operation without
binding or overdriving of operator.
.4
Ensure damper closes/opens against associated fan operating static
pressure.
.5
Co-ordinate work with Section 15800 and 15900.
TEST REPORTS FOR SMOKE & FIRE DAMPERS AND CEILING FIRE FLAPS
.1
Provide test report indicating permanent location number (e.g.Rm-102) where access to fire
damper and/or ceiling fire flap is possible. Provide description as to which wall in that
location fire damper is located (e.g. north wall). Report shall include following for each fire
damper:
.1
Verify that unit is fully accessible.
.2
Unit has been successfully tested.
.3
Unit has been reset.
.4
Name of tester.
.5
Date unit tested successfully.
.2
Provide one copy of complete report to Consultant.
.3
Refer to Section 01810 for additional documentation details and requirements.
PART 3 - EXECUTION
3.1
GENERAL
.1
All instruments used shall be accurately calibrated and maintained in good working order. If
requested, verification of accuracy tests shall be conducted in the presence of Consultant.
.2
Schedule all testing, adjusting and balancing work and comply with completion dates.
.3
Work shall not begin until system is in full working order and has been completely cleaned.
.4
Division 15 shall put all systems and equipment into full operation, as the season will allow,
and shall continue operation of same during each working day of testing, balancing and
adjusting.
3.2
AIR BALANCING
.1
Work in co-ordination with Section 15600 and 15800 to assure installation of all manual
adjusting dampers and pitot tube enclosures are as indicated or specified to allow proper
adjustment of air systems.
February 27, 2015
University of Manitoba
Req. #
Section 15990
Page 10
.2
.3
.4
.5
.6
3.3
TESTING AND BALANCING
Section 15600 and 15800 to provide initial alignment and tension of all fan pulleys and belts
supplied by them.
Testing Procedure:
.1
Test, adjust and record all fan speeds, motor amperes.
.2
Make pitot tube traverse to main supply and obtain cfm at each fan.
.3
Test and record static, suction, and discharge pressures of each system.
.4
Adjust all supply, transfer, exhaust, return, and all other air ducts to design cfm.
.5
Test and adjust each diffuser, grille, and register to within 5% of design
requirements. Balance as per Manufacturer’s recommendations.
.6
All outlets shall be adjusted to provide proper throw and distribution, in accordance
with Architectural requirements.
.7
Fan operating conditions tested shall confirm air delivery within 5% of
Manufacturer’s fan curves.
.8
Systems shall be balanced so that fans operate at lowest possible static pressure.
.9
Prepare single line diagrams of duct systems indicating terminal outlets identified by
number. List on data sheets all such outlets denoted by the same numbers,
including the outlet sizes, location, and cubic feet per minute. Provide this data for
all air systems.
As part of work of this contract, Sections 15600 and 15800 shall make any changes in the
pulleys and belts, and any additional manual dampers for correct balance as recommended
by Section 15990, at no additional cost to University. In addition, pump impellers shall be
shaved as specified at no additional cost to the University.
All constant and variable volume boxes are to be pre-balanced at factory to ensure proper
operation. Section 15990 shall field check and reset, if necessary, air capacities for all units
for both maximum and minimum air capacity settings. Refer to schedule and confirm
maximum and minimum settings in the Balance Report. Receive instructions from and coordinate work with successful box Manufacturer and Section 15900.
Existing Fan Systems
.1
Duct revisions are necessary for fan systems servicing the existing exhaust fans.
This additional ductwork will increase fan static requirements of each fan system.
Allow for the following:
.1
Check air balance of existing fan units on floors before duct alterations.
.2
After duct revisions check air capacities and make necessary fan drive
speed changes (with existing fan drives, fan belts and fan motors) to
accommodate extra ductwork.
AIR SYSTEM PROCEDURES
.1
Total system air quantities shall be determined by summing the air quantities at the
terminals served. Total system air quantities shall also be determined by pitot tube traverse
and by fan performance data.
.2
Prior to air system balancing, verify the following:
.1
Systems shall be running in control and modulating with reasonable flows and
pressures.
.2
Air filters are clean.
.3
All fire, smoke and isolation dampers are open.
.4
All ducts are intact with no leakage.
.3
Pitot tube traverse: Perform pitot-tube traverses at each fan; if the fan serves more than one
floor, perform traverses on each branch feed to each floor. Pitot tube traverses may be
omitted at branch feeds to each floor if all of the branch feeds are individually less than
2,000 CFM.
.4
Test holes shall be in a straight duct, as far as possible from elbows, bends, takeoffs, and
other turbulence generating devices, to optimize reliability of flow measurements. Plug holes
after testing and patch insulation where required. Indicate test hole location with marker.
.5
Preliminary measurement of flow rates by means of velocity meters applied to individual
terminals, with or without cones or other adapters, may be used for balancing. Final
measurement of air quantities at each type of air terminal (inlet and outlet) shall be
determined only by the method approved in the balancing agenda.
.6
Test and adjust blower rpm to design requirements.
February 27, 2015
University of Manitoba
Req. #
TESTING AND BALANCING
Section 15990
Page 11
.7
.8
.9
.10
.11
.12
.13
Test and record motor actual and full load amps.
Test and record system preliminary static pressure profiles across all fan system
components at intermediate points in branch ducts, and at end of runs.
Adjustments: Adjust all air handling systems to provide the required design air quantity to or
through each component as indicated.
Balance: Use flow adjusting (volume control) devices to balance air quantities only; i.e.
proportion flow between various terminals comprising system, and only to the extent that
their adjustments do not create objectionable air motion or sound.
Make final
measurements of air quantity after the air terminal has been adjusted to provide the optimum
air patterns of diffusion.
Fan adjustment: Total air system quantities shall be varied by adjustment of fan speeds
utilizing the VSD’s. Terminal control boxes, manual volume dampers, etc. shall not be used
for fan adjustment. Fans, air handling equipment, or other equipment with vibration levels
considered by the balancer to be excessive shall be brought to the attention of the
Consultant.
When complete, at least one air path from each air outlet or inlet shall have all volume
dampers wide open. This is to ensure minimum static pressure build-up in the system as a
result of balancing.
Stair pressurization systems
.1
Adjust the relief air automatic control damper.
.2
Adjust fan speed as necessary to obtain a stair pressurization (relative to outside
atmosphere) of between 0.15 and 0.30 inches W.G.
.3
Design conditions are for 0.2 inches pressure relative to outside atmosphere with all
doors closed.
.4
Where multiple registers are used to introduce pressurization air to the stairwell,
adjust them to equal air quantities.
.5
A final test witnessed by the fire marshal shall be performed to demonstrate that the
systems meet the code requirements for performance.
3.4
BUILDING PRESSURE
.1
Balance to achieve a positive pressure in the building of between 10 and 20 Pa.
when there is a negligible wind.
3.5
CONSTRUCTION OBSERVATION
.1
Obtain and review design documents for overall design intent and the overall required
system configurations.
.2
Obtain and review shop drawings and submittals for installation criteria and the required
construction details, as they support and further define the system’s features.
.3
Make periodic inspections of the HVAC system’s components, ductwork, and piping
systems as constructed; reviewing the system for configuration, quality of construction,
adherence to design requirements, and conformance with shop drawings and submittal
information.
3.6
GENERAL TESTING, ADJUSTING, AND BALANCING PROCEDURES
.1
Records shall be maintained at all times which shall readily indicate all steps, adjustments,
and intermediate and final readings.
.2
The records shall indicate on each trial whether a damper or balancing device was shut or
opened.
.3
The records shall be maintained on reproducible type forms, which shall include
measurement locations, design capacities, appropriate Manufacturer’s performance factors,
and dates and names of personnel involved, and shall be included in the report.
.4
Final settings shall be clearly marked on each duct quadrant and the stop set on each
balancing valve.
.5
Occasionally work may have to be performed in areas that are partially or fully occupied by
the University, which may require the work to be accomplished during other than normal
working hours.
.6
Such occupancy shall not be considered justification for any deviation for the requirements
outlined in this section or any extra payments.
February 27, 2015
University of Manitoba
TESTING AND BALANCING
Req. #
Section 15990
Page 12
.7
.8
.9
.10
.11
.12
.13
.14
Where overtime work is required for expeditious completion of the balancing work, payment
of premium rates for such work shall not be allowed without specific written approval by the
University in advance.
System operation will be by the Contractor to suit the requirements of the balancing work.
System filters shall be new at start of testing, adjustment, and balancing work.
Demonstrate agreement of recorded and measured data.
Upon completion of final balance settings, notify the Consultant.
Repeat flow readings at 10% of the outlets and one duct traverse as directed by the
University.
If repeat readings differ by more than 5% from the final values recorded on the balance
report forms, balancer shall make corrections to the system balance and this procedure shall
then be repeated.
Resourcefulness is frequently required in order to properly balance some of the more
complex and intricate systems. This may dictate the use of methods and techniques not
stated in this section. Where "standard" balancing procedures cannot, due to physical
conditions or other circumstances, be employed, alternate methods shall be determined and
approved by the Consultant and the University of Manitoba
3.7
GLYCOL AND WATER BALANCING
.1
Completely balance pumps and piping systems by adjustments of control devices, to obtain
the flow quantities.
.2
During balancing, set controls for full-flow through coils. Set automatic throttling valves in
the full-open position. Close bypass port on automatic 3-way valves.
.3
Adjust heating, cooling, condensing water, special piping, high purity piping systems to
provide required quantity to, or through, each component.
.4
Where flow metering fittings are not installed, determine flow balance by measuring
temperature differential across the heat transfer equipment.
.5
Built-up coil banks: Adjust flow through coils for equal flows.
.6
Makeup PRV's: Check and adjust makeup water pressure reducing valves as necessary to
obtain indicated static pressures.
.7
Distribution: Adjust distribution by means of automatic flow control valves. Do not use
service valves for adjustment. Where automatic flow control valves are utilized, record
pressure drop and flow through the valve.
.8
Balance fluid flow through coils, converters, cabinet heaters, heat exchangers, unit heaters,
etc., in accordance with design and to specified tolerances.
.9
For flow measuring devices, record pipe size, Manufacturer and size of device, and direct
reading of the differential pressure, and calculated final flow.
.10
Balance flow through equipment and coils by means of flow measuring devices and
pressure drop. Obtain curves from various Manufacturers indicating relationship between
flow and pressure drop through coils and equipment. Take readings on calibrated test
gauges.
.11
Upon completion of fluid balance, reconcile total heat transfer through all heating and
cooling coils by recording entering and leaving water temperatures and entering and leaving
air dry bulb and wet bulb temperatures.
.12
Upon completion of balancing, adjust differential bypasses and 3-way valve bypasses for
same pressure drop on full bypass as on full flow.
.13
Equipment lists shall also include all information noted in schedules.
.14
After entire installation has been completed, make required adjustments to balance valves,
air vents, automatic controls, and pumps until performance requirements are met. Make
these adjustments with equipment operating. In addition, repeat these adjustments for each
of remaining three seasons of year. During such periods of adjustment prior to date of
acceptance of mechanical systems, operate equipment. After date of acceptance of
mechanical systems, University’s maintenance personnel will operate equipment, but
Section 15990 shall make adjustments and tests for the first year.
3.8
LEAK TESTING OF DUCTWORK
.1
General:
.1
Tests shall be performed by Section 15990.
February 27, 2015
University of Manitoba
TESTING AND BALANCING
Req. #
Page 13
.2
.3
.4
.5
.6
.7
.8
.9
.10
.11
.2
.1
.3
.1
.2
3.9
Section 15990
Section 15800 shall provide all necessary temporary connections, blank-offs, tees,
required for testing. Section 15990 shall provide all test fans, equipment and labour
required for testing.
Section 15800 shall clean all ducts before testing.
During installation of ductwork include separate leakage air tests of each complete
air riser; each completed horizontal distribution system, and after ductwork is
installed and central station apparatus is erected, leakage testing of flexible runouts
Perform preliminary tests and repair all leaks before notifying Consultant of final
tests.
Maintain logbook of all tests showing dates, personnel, and observers’ initials.
Be responsible for any damage resulting from failure of items under test.
Section 15800 shall repair all leaks in duct systems.
Section 15990 shall retest ductwork after leaks have been repaired.
Section 15180, 15800 and 15990 shall co-ordinate work to ensure that all ductwork
is tested:
.1
Before ducts are insulated.
.2
Before ducts are concealed.
Issue reports to Consultant after witnessing final tests.
Low Pressure Ductwork Test: (below 50mm water gauge operating pressure)
Visual and audible check for leaks that can be heard or felt under normal operating
conditions.
Leakage Testing of Other Systems (including all variable air volume systems)
Make tests prior to insulation of system being tested using suitable test equipment,
including ‘U’ tube, orifice, tubing and cocks, arrange to indicate amount of air
leakage.
Make leakage test with pressure maintained for minimum of 5 minutes at level of
150% of average operating pressure of duct section under test, obtained by
operation of air supply fan, or if fan cannot be operated, by use of test blower.
Inspect and check joints for leakage, record and submit results. Allowable leakage
at test pressure: 5% of design maximum carrying flow of section of duct under test.
MINIMUM BALANCING ACCURACIES
.1
Air Handling Equipment
.2
Air Outlets
.3
Branch Ductwork
.4
Pumps
.5
Terminal Heating Units and Coils
.6
Boilers
.7
Heat Exchangers
plus or minus 5%
plus or minus 5%
plus or minus 5%
plus or minus 5%
plus or minus 5%
plus or minus 5%
plus or minus 5%
3.10
SYSTEM CHECKS
.1
Provide spot checks of systems where called for by Consultant. If capacities, fan speeds,
rating, etc. do not agree with submitted balance report, rebalance system or systems in
questions, until satisfactory results are received.
.2
A random sample of up a minimum of 5% of the TAB report data will be selected for
verification. This will include air velocity, air or water flow rates, pressure differential,
electrical or sound measurement, or other sampling performed under this contract. The
random testing will include the verification of minimum outdoor air intake flows at minimum,
maximum and intermediate total airflow rates for any of the air handlers.
.3
The original TAB Contractor will use the same test instruments as used in the original TAB
work.
.4
A failure of more that 10% of the selected items shall result in the failure of acceptance of
the final TAB report and the TAB Contractor shall be responsible to rebalance the system,
provide new total system TAB reports and repeat random verifications of the new TAB
reports.
.5
Other selected data to be verified will be made known upon the day of testing.
3.11
TESTING, ADJUSTING AND BALANCING
February 27, 2015
University of Manitoba
Req. #
Section 15990
Page 14
.1
.2
.3
3.12
TESTING AND BALANCING
Notify the University at least 30 days before the balancing work can be started. Balancing
shall not commence until all systems have been cleaned and treated and start-up
requirements have been completed.
Contractor and Subcontractors shall coordinate their work with, and assist with, the TAB firm
as required to include but not limited to the following:
.1
Furnish ladders, scaffold, staging, and accessories as required
.2
Change fan drives and belts
.3
Provide new fan sheaves as required
.4
Machine or replace pump impellers as required
.5
Arrange for access to all dampers, valves, and balancing devices
.6
Operate equipment during time TAB work is being performed.
.7
Control contractor and sheet metal contractor shall be made available, as their
services are required.
.8
Remove and replace ceiling tile as necessary. The extent of ceiling tile removal for
access and the time schedule of removal and replacement shall be as directed by
the TAB firm.
Work with the TAB firm to do the following:
.1
Provide sufficient time for testing and balancing prior to substantial completion.
.2
Make corrections to achieve system balance without delay.
.3
Adjust fan drives, and provide sheaves and belts as directed by the TAB firm to
achieve system balance.
.4
Maintain all systems in full operation during the complete testing and balancing
period.
.5
Employ control technicians to make necessary adjustments to the control systems
to facilitate the balancing process.
.6
Check and realign any V-belt drives and/or shaft coupling drives if they have been
adjusted during the balancing process.
.7
Provide or modify pump impellers to achieve the specified flow rate.
.8
Allowable deviation in the measured quantities shall not exceed 5% of the design.
Contractor shall correct any part of the air and water systems affecting balancing
and/or temperature control.
TESTING OF FIRE PROTECTION EQUIPMENT
.1
Section 15990 shall test and verify operation all fire dampers, on this project. Coordinate
work with Section 15800.
.2
Testing shall be performed after air balancing has been completed.
.3
Test shall include following:
.1
Visual inspection to confirm:
.1
Appropriately rated unit has been installed and CSA/ULC label is affixed
and visible through duct/ceiling access door.
.2
Appropriate duct and/or ceiling access door is installed to permit servicing
of unit. Confirm duct access door is openable without interference from
adjacent ceiling, pipes, ducts, etc.
.3
Unit has been installed in accordance to specifications and codes. Confirm
clearances, angle framing in place, fire rated material in wall opening,
breakaway joints, unit not painted.
.2
Operational inspection to include:
.1
Manual release of fusible link allowing unit to close. Confirm tight fit closure
without binding.
.2
Confirm that appropriate fusible link is installed.
.3
Re-open unit and reset fusible link connection.
.4
Section 15990 shall instruct Section 15800 to repair all fire dampers and/or
fire stops that have been identified as being faulty by Section 15990.
.5
After faulty fire dampers and fire stops have been repaired,
Section 15990 shall retest them, as indicated above and prove satisfactory.
.4
Testing of fire dampers:
.1
Provide all testing, tagging, and Test Report for all Fire/Smoke Dampers.
.2
For fire damper portion of fire/smoke damper operation, follow instructions noted in
February 27, 2015
University of Manitoba
TESTING AND BALANCING
Req. #
Section 15990
Page 15
previous clauses for Fire Dampers and Ceiling Fire Stops.
For motorized smoke damper portion of fire/smoke damper operation test shall
include:
.1
Associated fan system shall be operating as per normal conditions.
.2
Power to operator shall be applied/removed as required, to cause damper
to open. Ensure full opening operation without binding or overdriving of
operator.
.3
Power to operator shall be removed/restored, as opening operation without
binding or overdriving of operator.
.4
Ensure damper closes/opens against associated fan operating static
pressure.
.4
Co-ordinate work with Section 15800 and 15900. Section 15990
shall instruct Section 15800 to repair or adjust linkages for all fire/smoke dampers
that have been identified as being faulty by Section 15990.
Identification of fire dampers:
.1
At all fire dampers supply and install identification tags. Fire Damper Tags to be
Tyvek fastened to the duct with a self-tapping sheet metal screw in plain view and
easily accessible. Tags shall be of type approved by University of Manitoba.
.2
Tags shall be mechanically fastened to duct fire damper access door, or onto
structure near fire dampers or ceiling fire stops which have no connecting ductwork.
.3
After each fire damper and each ceiling fire stop has been proven to operate
satisfactorily as noted in previous clause, representative of Section 15990 shall label
tag with permanent ink, identifying damper or ceiling fire stop location (room
number), inspection date, inspector’s signature and company name.
Test Report for fire dampers
.1
Section 15990 shall provide Test Report indicating permanent
location number (e.g. Rm-102) where access to fire damper and/or ceiling fire stop
is possible. Provide description as to which wall in that location fire damper is
located (e.g. north wall). Report shall include following for each fire damper:
.3
.5
.6
.2
.3
.1
Verify that unit is fully accessible.
.2
Unit has been successfully tested.
.3
Unit has been reset.
.4
Name of tester.
.5
Date unit tested successfully.
Provide three copies of completed report to the Consultant
Refer to Section 01810 for additional documentation details and requirements.
3.13
VALVE AND DAMPER MARKING
.1
Position and mark all automatic valves, balancing valves and balancing dampers on
satisfactory completion of TAB work
3.14
VARIABLE SPEED DRIVES / FILTER PRESSURE DROP SIMULATION TEST
.1
The VSD’s shall be positioned when the filter banks are at their maximum allowable
pressure drop.
.2
Simulate filter loading by gradually covering the face of the filters and observing the VSD
modulation as the filter pressure drop increases.
.3
If the VSD is at its maximum operating condition, and with maximum dirty filter condition the
static pressure setting is sufficient to supply design volumes to all the terminals, and the inlet
static pressure to VAV boxes is at least .75 inches, then the fan speed shall be decreased.
.4
Adjust the static pressure sensor setting to the lowest level that will still obtain the required
terminal air volumes and VAV box inlet pressure. After consultation with the Test Consultant
and the University's Representative, if the static pressure sensor is reading incorrectly (due
to poor positioning or air turbulence occurring from a known or unknown cause), it shall be
moved to a location deemed appropriate by the TAB agency.
END OF SECTION 15990
February 27, 2015