NEBB Procedural Standards: Reports
Jason Huffman, Pacific Test and Balance, Inc. - TCC
By PTB
Agenda
Are we meeting the NEBB criteria or exceeding it?
Item 1
Item 2
Item 3
Item 4
Item 5
Item 6
Discussion Item One – Procedural Standards 2005 – 7th Edition
8th Edition possibly coming in 2014?
Discussion Item Two – Substance, Minimum Forms
Are all “Shall’s” being included?
Discussion Item Three – Certification Page
All requirements met? Wet vs. digital signature – Who can apply your signature?
Discussion Item Four – Project Summary
Does the summary clearly outline the project results needed by decision makers?
Discussion Item Five – TOC, Keyed Drawings
Clear and Concise?
Discussion Item Six – Recertification Review
What is the process of Re-Certification Review
PROCEDURAL STANDARDS 2005 – 7th EDITION
Are All Shall’s Being Met?
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This bar set by NEBB is a minimum
amount of effort for TAB Contractors.
Minimum Content?
Shall, Should & May
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Is more required to satisfy the clients needs?
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Examples of effort that is above and beyond “shall”:
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Static profile on drawing of equipment.
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Pictures of deficiencies or hard to understand scenarios.
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Including should and may items.
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What is the value of more?
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Are you selling the next job with this job?
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Are you supporting the NEBB Organization with quality?
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Can one report bring down the reputation of NEBB?
REPORT CERTIFICATION
This data may be included on the report title page or separate certification page.
SHALL DATA
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Project Name
Certifying NEBB CP Name
Firm Name
Certification Number
Expiration Date
Certifying NEBB CP Signature
• Signed (wet) & Dated
SIGNATURE STAMPS VS. DIGITAL S.S.
•
No confirmation on new rules
concerning allowance for Digital
Signature Stamps.
• Ink Signature Stamp
• Digital Signature Stamp
(EXACT VERBIAGE) “THE DATA PRESENTED IN THIS REPORT IS A
RECORD OF SYSTEM MEASUREMENTS AND FINAL
ADJUSTMENTS THAT HAVE BEEN OBTAINED IN ACCORDANCE
WITH THE CURRENT EDITION OF THE NEBB PROCEDURAL
STANDARDS FOR TESTING, ADJUSTING, AND BALANCING OF
ENVIRONMENTAL SYSTEMS. ANY VARIANCES FROM DESIGN
QUANTITIES, WHICH EXCEED NEBB TOLERANCES, ARE NOTED
IN THE TEST-ADJUST-BALANCE REPORT PROJECT SUMMARY.”
PROJECT SUMMARY / REMARKS
What was the scope of work and what was the conclusion?
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A narrative description
of system setup
conditions established
prior to testing adjusting
and balancing.
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A listing of deficiencies in
the summary and
identifies the
appropriate pages in the
report.
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The rational for
posturing the system
and the steps taken to
achieve the desired setup.
•
These items exceed
NEBB or Contract
tolerance or any other
items that require
discussion / explanation.
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The CP’s job is to assess
the validity and accuracy
of all summary items.
TABLE OF CONTENTS AND ALL PAGES
Organized for the reviewer? Company specific.
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Serves as a guide to the overall format and
organization of the report.
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SHALL – Page numbers of the system and component
information in the report.
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A road map to all data but also a direct route to items
addressed in the project summary.
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All tested items included in the report SHALL be clearly
identified with a unique designation.
•
Each test form SHALL include the name of the
responsible technician /CP who reported the
information and the time period the data was
collected.
INSTRUMENT CALIBRATIONS & ABBREVIATIONS
If it’s in the report, it has to be listed and covered.
•
All date ranges which are listed on every test page, need
to be covered by date ranges on the Instrument
Calibration Page.
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•
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If the report covers a range over a year or retests are done at
a later date and addendums are produced, then include 2
years of calibrations where applicable.
Equipment listed must be the instruments that will be used to
verify the data in the report.
All abbreviations used in the report
anywhere must be listed, test data or
comments.
•
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If the project is Metric then Metric
Abbreviations must be included.
Quality assurance may be necessary
for repeat definitions i.e. – Heat Pump
or Horsepower, which is HP?
NEBB COMPANY RE-CERTIFICATION
What is required every two years? What to expect? How to help?
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Steps for making the process simple
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Label all files properly.
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Organize equipment with certifications pages and pictures in order with the
C-1 form equipment list.
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Fill-out forms digitally if at all possible.
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Turn-in complete reports that give the best example of multiple forms (no
partial reports).
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If you cannot give a good variety of forms in two reports
(recommended amount) turn in three or talk to TCC
if your company has a limited work scope.
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The company is providing proof to the Technical
Committee that NEBB requirements are met on all
projects.
NEBB COMPANY RE-CERTIFICATION
What is the process?
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The NEBB company files are submitted to the Chapter Coordinator who provides a cursory review of
completeness prior to submitting to Technical Committee for review .
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The Technical Committee will gather on scheduled days and groups of 2 CP’s will be formed with each
representing separate companies.
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The Chapter Coordinator will assign each pair of CP’s two Companies and deliver their submitted files
for review.
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Each CP will review one company’s documentation for completeness and accuracy according to the C-1
Form,(Instrumentation) and TAB Report Review Form.
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Upon completion the CP’s will exchange company document packages
and separately review independent of “first findings”.
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The CP’s then review findings together and bring results to
the TCC and Chapter Coordinator to discuss the next steps.
NEBB COMPANY RE-CERTIFICATION
Pass or…….?
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If the company satisfactorily passes all re-certification
requirements:
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Congratulations, see you in 2 years!
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If there are marginal issues the company will be advised to
integrate changes into their forms or make changes with
instrumentation issues as soon as feasible (at the companies
discretion if not a NEBB minimum criteria issue) and
incorporate in the next review 2 years down the road.
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The Chapter Coordinator will follow up with National
to process and procure all new NEBB docs for the
Company.
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Consider volunteering for the Technical Committee.
NEBB COMPANY RE-CERTIFICATION
If at first you don’t succeed……..
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If the company does not satisfactorily pass all recertification requirements:
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The C-1 and TAB report forms will be returned with all
marginal and inadequate line items highlighted along with
clear and concise, typed comments from the reviewing CP
team in order for corrections to be made.
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All discussions and / or questions requesting clarification need
to occur between the TCC and the certifying CP representing
NEBB company through the Chapter Coordinator.
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The Chapter Coordinator will follow up and receive all
revised documentation for additional review.
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Final review by TCC and 2nd failure will go to the board
for review and comment (possibly on to National).
NEBB COMPANY RE-CERTIFICATION
What can you do to help?
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Consider Volunteering:
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NorCal/Hawaii NEBB has 27 certified firms and 41 CP’s.
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Around half of the companies recertify each year.
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If each group of 2 CP’s review 2 companies each review day per year the TCC
will need the support of 12 to 14 CP’s each review session.
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The sessions can take 4-6 hours and can be a great time to interact and get to
know your peers in the industry.
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Any issues with the process can be aired and resolved
much easier when participating in the process rather than
complaining from the outside in.
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It will take hard work from everyone to continue
to grow NEBB into a formidable market competitor.
(OR DOMINATOR!)
What does NEBB
offer our clients?
 Integrity
 Consistency
 Honesty
 Value
 Results
Through hard work and dedication we can make NEBB
the Premier TAB Organization for Hawaii and California!