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L’Acquis Number: 12056
_____________________________________________________________________________________
Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 1
SECTION 23 05 93
Testing, Adjusting and Balancing for HVAC
PART 1 � GENERAL
1.01 RELATED SECTIONS:
A. Drawings, general provisions of the Contract, including General and Supplementary
Conditions, and Division�1 Specification Sections and Division 20 Specification Sec�
tions, apply to work of this Section.
1.02 WORK DESCRIPTION:
A. Scope of Work:
1. Test, adjust, and balance the air moving equipment, and the air supply, return,
and exhaust systems as herein specified.
B. Work Included:
1. Adjust fans and volume dampers to deliver, return or exhaust design air
quantities to or from each space.
2. Adjust terminal units to deliver design air quantities.
3. Adjust supply, return, exhaust, and relief dampers.
4. Adjust individual outlets for proper air movement.
5. Balance domestic hot water return loop.
1.03 DEFINITIONS:
A. AABC: Associated Air Balance Council.
B. NEBB: National Environmental Balancing Bureau.
C. TAB: Testing, adjusting, and balancing.
D. TABB: Testing, Adjusting, and Balancing Bureau.
E. TAB Specialist: An entity engaged to perform TAB Work.
1.04 AGENCY LISTING:
A. TAB Contractor Qualifications: Engage a TAB entity certified by AABC, NEBB or
TABB.
1. TAB Field Supervisor: Employee of the TAB contractor and certified by
AABC, NEBB or TABB.
2. TAB Technician: Employee of the TAB contractor and who is certified by
AABC, NEBB or TABB as a TAB technician.
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L’Acquis Number: 12056
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 2
B. Submit name of the Test and Balancing Agency to Architect/Engineer as a subcontractor
on the Materials and Subcontractors Listing.
C. If the Contractor fails to submit name of selected Test and Balance Agency, the Archi�
tect/Engineer will select the agency of his choice and Contractor shall then issue purchase
order for this work as directed.
1.05 SUBMITTALS:
A. Certified TAB reports.
B. Instrument calibration reports, to include the following:
1. Instrument type and make.
2. Serial number.
3. Application.
4. Dates of use.
5. Dates of calibration.
1.06 INSTRUMENTS:
A. Quality:
1. The minimum instrumentation for testing, adjusting, and balancing shall be the
"AABC Approved Minimum Field Instrumentation."
2. Instruments used for testing and balancing must have been calibrated within a
period of six (6) months and checked for accuracy prior to start of work.
3. Instruments must be maintained and carried in such manner to protect them
from excessive vibration and moisture conditions.
B. Approval:
1. All products and instrumentation used shall be subject to approval of the
Architect/Engineer.
1.07 PROJECT CONDITIONS:
A. Full Owner Occupancy: Owner will occupy the site and existing building during entire
TAB period. Cooperate with Owner during TAB operations to minimize conflicts with
Owner's operations.
B. Partial Owner Occupancy: Owner may occupy completed areas of building before Sub�
stantial Completion. Cooperate with Owner during TAB operations to minimize conflicts
with Owner's operations.
C. System Operation:
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L’Acquis Number: 12056
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 3
1. Heating, ventilating, air conditioning equipment shall be completely installed
and in continuous operation as required to accomplish the adjusting and
balancing work specified.
PART 2 � PRODUCTS (Not Applicable)
PART 3 � EXECUTION
3.01 EXAMINATION:
A. Examine the Contract Documents to become familiar with Project requirements and to
discover conditions in systems' designs that may preclude proper TAB of systems and
equipment.
B. Examine systems for installed balancing devices, such as test ports, gage cocks, ther�
mometer wells, flow�control devices, balancing valves and fittings, and manual volume
dampers. Verify that locations of these balancing devices are accessible.
C. Examine the approved submittals for HVAC systems and equipment.
D. Examine equipment performance data including fan and pump curves.
1. Relate performance data to Project conditions and requirements, including
system effects that can create undesired or unpredicted conditions that cause
reduced capacities in all or part of a system.
2. Calculate system�effect factors to reduce performance ratings of HVAC
equipment when installed under conditions different from the conditions used to
rate equipment performance. To calculate system effects for air systems, use
tables and charts found in AMCA 201, "Fans and Systems," or in SMACNA's
"HVAC Systems � Duct Design." Compare results with the design data and
installed conditions.
E. Examine system and equipment installations and verify that field quality�control testing,
cleaning, and adjusting specified in individual Sections have been performed.
F. Examine test reports specified in individual system and equipment Sections.
G. Examine HVAC equipment and filters and verify that bearings are greased, belts are
aligned and tight, and equipment with functioning controls is ready for operation.
H. Examine terminal units such as variable�air�volume boxes, and verify that they are acces�
sible and their controls are connected and functioning.
I. Examine heat�transfer coils for correct piping connections and for clean and straight fins.
J. Examine operating safety interlocks and controls on HVAC equipment.
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 4
K. Report deficiencies discovered before and during performance of TAB procedures. Ob�
serve and record system reactions to changes in conditions. Record default set points if
different from indicated values.
3.02 PREPARATION:
A. Prepare a TAB plan that includes strategies and step�by�step procedures.
B. Complete system�readiness checks and prepare reports. Verify the following:
1. Permanent electrical�power wiring is complete.
2. Automatic temperature�control systems are operational.
3. Equipment and duct access doors are securely closed.
4. Balance, smoke, and fire dampers are open.
5. Ceilings are installed in critical areas where air�pattern adjustments are required
and access to balancing devices is provided.
6. Windows and doors can be closed so indicated conditions for system operations
can be met.
3.03 GENERAL PROCEDURES FOR TESTING AND BALANCING:
A. Perform testing and balancing procedures on each system according to the procedures
contained in AABC's "National Standards for Total System Balance", or ASHRAE 111,
or NEBB's "Procedural Standards for Testing, Adjusting, and Balancing of Environmen�
tal Systems", or SMACNA's "HVAC Systems � Testing, Adjusting, and Balancing", and
in this Section.
1. Comply with requirements in ASHRAE 62.1�2004, Section 7.2.2, "Air
Balancing."
B. Cut insulation, ducts, pipes, and equipment cabinets for installation of test probes to the
minimum extent necessary for TAB procedures.
1. After testing and balancing, patch probe holes in ducts with same material and
thickness as used to construct ducts.
2. After testing and balancing, install test ports and duct access doors that comply
with requirements in Division 23 Section "Air Duct Accessories."
3. Install and join new insulation that matches removed materials. Restore
insulation, coverings, vapor barrier, and finish according to Division 20 Section
"HVAC Insulation."
C. Mark equipment and balancing devices, including damper�control positions, valve posi�
tion indicators, fan�speed�control levers, and similar controls and devices, with paint or
other suitable, permanent identification material to show final settings.
D. Take and report testing and balancing measurements in inch�pound (IP) units.
3.04 GENERAL PROCEDURES FOR BALANCING AIR SYSTEMS:
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 5
A. Prepare test reports for both fans and outlets. Obtain manufacturer's outlet factors and
recommended testing procedures. Crosscheck the summation of required outlet volumes
with required fan volumes.
B. Prepare schematic diagrams of systems' "as�built" duct layouts.
C. Determine the best locations in main and branch ducts for accurate duct�airflow meas�
urements.
D. Check airflow patterns from the outdoor�air louvers and dampers and the return� and ex�
haust�air dampers through the supply�fan discharge and mixing dampers.
E. Locate start�stop and disconnect switches, electrical interlocks, and motor starters.
F. Verify that motor starters are equipped with properly sized thermal protection.
G. Check dampers for proper position to achieve desired airflow path.
H. Check for airflow blockages.
I. Check condensate drains for proper connections and functioning.
J. Check for proper sealing of air�handling�unit components.
K. Verify that air duct system is sealed as specified in Division 23 Section "Metal Ducts."
L. Perform the following minimum test and balance:
1. Test and adjust supply, return, and exhaust fans to design requirements. Change
sheaves and belts as required to obtain design air quantities.
2. Test and record motor electrical characteristics, RPM, service factor, measure
voltage, full load amperes and connected load amperage. Check and record
starter heaters sizes and rating, replacement belts sizes, etc.
3. Make pitot tube traverse (minimum of 16 point) of main supply ducts and obtain
design CFM at fans. Seal all test holes with suitable hole plugs.
4. Test and record system static pressures, suction, and discharge.
5. Test and adjust system for design CFM recirculated air.
6. Test and adjust system for design CFM outside air.
7. Test and record entering air temperatures. (D.B. heating and cooling)
8. Test and record entering air temperatures. (W.B. cooling)
9. Test and record leaving air temperatures. (D.B. cooling)
10. Test and record leaving air temperatures. (W.B. cooling)
11. Adjust all main supply and return air ducts to proper design CFM.
12. Adjust all zones to proper design CFM, supply, and return.
13. Test and adjust each diffuser, grilles, and register to within 10% of design
requirements.
14. Each grille, diffuser, and register shall be identified as to location and area.
Size, type, flow factor, and manufacturer of diffusers, grilles, registers, and all
tested equipment shall be identified and listed.
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L’Acquis Number: 12056
_____________________________________________________________________________________
Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 6
15. Readings and tests of diffusers, grilles, and registers shall include required FPM
velocity and test resultant velocity, requirement CFM and test resultant CFM
after adjustments.
16. In cooperation with the Temperature Control Contractor's representative, setting
adjustments of automatically operated dampers to operate as specified,
indicated, and/or noted. The Balance Agency shall check all controls for proper
calibrations and list all controls required adjustment by the Temperature Control
Contractor.
17. All diffusers, grilles, and registers shall be adjusted to minimize drafts in all
areas.
18. Adjust all pressure independent or maximum volume regulators, whether
factory or field supplied, for scheduled air flow on all terminal boxes.
19. Adjust air directional vanes on air curtain discharge nozzles so that air split
occurs approximately 12” above the floor, 3” outside the centerline of the
doorway. Verify that air is directed to both the inside and outside of the
doorway. Refer to manufacturer’s adjusting procedures.
3.05 PROCEDURES FOR CONSTANT�VOLUME AIR SYSTEMS:
A. Adjust fans to deliver total indicated airflows within the maximum allowable fan speed
listed by fan manufacturer.
1. Measure total airflow.
a. Where sufficient space in ducts is unavailable for Pitot�tube traverse
measurements, measure airflow at terminal outlets and inlets and
calculate the total airflow.
2. Measure fan static pressures as follows to determine actual static pressure:
a. Measure outlet static pressure as far downstream from the fan as
practical and upstream from restrictions in ducts such as elbows and
transitions.
b. Measure static pressure directly at the fan outlet or through the flexible
connection.
c. Measure inlet static pressure of single�inlet fans in the inlet duct as near
the fan as possible, upstream from the flexible connection, and
downstream from duct restrictions.
d. Measure inlet static pressure of double�inlet fans through the wall of the
plenum that houses the fan.
3. Measure static pressure across each component that makes up an air�handling
unit, rooftop unit, and other air�handling and �treating equipment.
a. Report the cleanliness status of filters and the time static pressures are
measured.
4. Measure static pressures entering and leaving other devices, such as sound traps,
heat�recovery equipment, and air washers, under final balanced conditions.
5. Do not make fan�speed adjustments that result in motor overload. Consult
equipment manufacturers about fan�speed safety factors. Modulate dampers
and measure fan�motor amperage to ensure that no overload will occur.
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L’Acquis Number: 12056
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 7
Measure amperage in full�cooling, full�heating, economizer, and any other
operating mode to determine the maximum required brake horsepower.
B. Adjust volume dampers for main duct, sub�main ducts, and major branch ducts to indi�
cated airflows within specified tolerances.
1. Measure airflow of sub�main and branch ducts.
a. Where sufficient space in sub�main and branch ducts is unavailable for
Pitot�tube traverse measurements, measure airflow at terminal outlets
and inlets and calculate the total airflow for that zone.
2. Measure static pressure at a point downstream from the balancing damper, and
adjust volume dampers until the proper static pressure is achieved.
3. Re�measure each sub�main and branch duct after all have been adjusted.
Continue to adjust sub�main and branch ducts to indicated airflows within
specified tolerances.
C. Measure air outlets and inlets without making adjustments.
1. Measure terminal outlets using a direct�reading hood or outlet manufacturer's
written instructions and calculating factors.
D. Adjust air outlets and inlets for each space to indicated airflows within specified toler�
ances of indicated values. Make adjustments using branch volume dampers rather than
extractors and the dampers at air terminals.
1. Adjust each outlet in same room or space to within specified tolerances of
indicated quantities without generating noise levels above the limitations
prescribed by the Contract Documents.
2. Adjust patterns of adjustable outlets for proper distribution without drafts.
3.06 PROCEDURES FOR MOTORS:
A. Motors, 1/2 HP and Larger: Test at final balanced conditions and record the following
data:
1. Manufacturer's name, model number, and serial number.
2. Motor horsepower rating.
3. Motor rpm.
4. Efficiency rating.
5. Nameplate and measured voltage, each phase.
6. Nameplate and measured amperage, each phase.
7. Starter thermal�protection�element rating.
B. Motors Driven by Variable�Frequency Controllers: Test for proper operation at speeds
varying from minimum to maximum. Test the manual bypass of the controller to prove
proper operation. Record observations including name of controller manufacturer, model
number, serial number, and nameplate data.
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L’Acquis Number: 12056
_____________________________________________________________________________________
Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 8
3.07 PROCEDURES FOR CONDENSING UNITS:
A. Verify proper rotation of fans.
B. Measure entering� and leaving�air temperatures.
C. Record compressor data.
3.08 PROCEDURES FOR HEAT�TRANSFER COILS:
A. Measure, adjust, and record the following data for each refrigerant coil:
1. Dry�bulb temperature of entering and leaving air.
2. Wet�bulb temperature of entering and leaving air.
3. Airflow.
4. Air pressure drop.
5. Refrigerant suction pressure and temperature.
3.09 TOLERANCES:
A. Set HVAC system's air flow rates and water flow rates within the following tolerances:
1. Supply, Return, and Exhaust Fans and Equipment with Fans: Plus or minus 10
percent.
2. Air Outlets and Inlets: Plus or minus 10 percent.
3. Heating�Water Flow Rate: Plus or minus 10 percent.
4. Cooling�Water Flow Rate: Plus or minus 10 percent.
3.10 REPORTING:
A. Initial Construction�Phase Report: Based on examination of the Contract Documents
prepare a report on the adequacy of design for systems' balancing devices. Recommend
changes and additions to systems' balancing devices to facilitate proper performance
measuring and balancing. Recommend changes and additions to HVAC systems and
general construction to allow access for performance measuring and balancing devices.
B. Status Reports: Prepare [weekly] [biweekly] [monthly] <Insert time interval> progress
reports to describe completed procedures, procedures in progress, and scheduled proce�
dures. Include a list of deficiencies and problems found in systems being tested and bal�
anced. Prepare a separate report for each system and each building floor for systems
serving multiple floors.
3.11 FINAL REPORT:
A. General: Prepare a certified written report; tabulate and divide the report into separate
sections for tested systems and balanced systems.
1. Include a certification sheet at the front of the report's binder, signed and sealed
by the certified testing and balancing engineer.
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L’Acquis Number: 12056
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 9
2. Include a list of instruments used for procedures, along with proof of
calibration.
B. Final Report Contents: In addition to certified field�report data, include the following:
1. Fan curves.
2. Manufacturers' test data.
3. Field test reports prepared by system and equipment installers.
4. Other information relative to equipment performance; do not include Shop
Drawings and product data.
C. General Report Data: In addition to form titles and entries, include the following data:
1. Title page.
2. Name and address of the TAB contractor.
3. Project name.
4. Project location.
5. Architect's name and address.
6. Engineer's name and address.
7. Contractor's name and address.
8. Report date.
9. Signature of TAB supervisor who certifies the report.
10. Table of Contents with the total number of pages defined for each section of the
report. Number each page in the report.
11. Summary of contents including the following:
a. Indicated versus final performance.
b. Notable characteristics of systems.
c. Description of system operation sequence if it varies from the Contract
Documents.
12. Nomenclature sheets for each item of equipment.
13. Data for terminal units, including manufacturer's name, type, size, and fittings.
14. Notes to explain why certain final data in the body of reports vary from
indicated values.
15. Test conditions for fans and pump performance forms including the following:
a. Settings for outdoor�, return�, and exhaust�air dampers.
b. Conditions of filters.
c. Cooling coil, wet� and dry�bulb conditions.
d. Face and bypass damper settings at coils.
e. Fan drive settings including settings and percentage of maximum pitch
diameter.
f. Inlet vane settings for variable�air�volume systems.
g. Settings for supply�air, static�pressure controller.
h. Other system operating conditions that affect performance.
D. System Diagrams: Include schematic layouts of air and hydronic distribution systems.
Present each system with single�line diagram and include the following:
1. Quantities of outdoor, supply, return, and exhaust airflows.
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 10
2. Duct, outlet, and inlet sizes.
3. Pipe and valve sizes and locations.
4. Terminal units.
5. Balancing stations.
6. Position of balancing devices.
E. Air�Handling�Unit Test Reports: For air�handling units with coils, include the following:
1. Unit Data:
a. Unit identification.
b. Location.
c. Make and type.
d. Model number and unit size.
e. Manufacturer's serial number.
f. Unit arrangement and class.
g. Discharge arrangement.
h. Sheave make, size in inches, and bore.
i. Center�to�center dimensions of sheave, and amount of adjustments in
inches.
j. Number, make, and size of belts.
k. Number, type, and size of filters.
2. Motor Data:
a. Motor make, and frame type and size.
b. Horsepower and rpm.
c. Volts, phase, and hertz.
d. Full�load amperage and service factor.
e. Sheave make, size in inches, and bore.
f. Center�to�center dimensions of sheave, and amount of adjustments in
inches.
3. Test Data (Indicated and Actual Values):
a. Total air flow rate in cfm.
b. Total system static pressure in inches wg.
c. Fan rpm.
d. Discharge static pressure in inches wg.
e. Filter static�pressure differential in inches wg.
f. Preheat�coil static�pressure differential in inches wg.
g. Cooling�coil static�pressure differential in inches wg.
h. Heating�coil static�pressure differential in inches wg.
i. Outdoor airflow in cfm.
j. Return airflow in cfm.
k. Outdoor�air damper position.
l. Return�air damper position.
m. Vortex damper position.
F. Apparatus�Coil Test Reports:
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 11
1. Coil Data:
a. System identification.
b. Location.
c. Coil type.
d. Number of rows.
e. Fin spacing in fins per inch o.c.
f. Make and model number.
g. Face area in sq. ft..
h. Tube size in NPS.
i. Tube and fin materials.
j. Circuiting arrangement.
2. Test Data (Indicated and Actual Values):
a. Air flow rate in cfm.
b. Average face velocity in fpm.
c. Air pressure drop in inches wg.
d. Outdoor�air, wet� and dry�bulb temperatures in deg F.
e. Return�air, wet� and dry�bulb temperatures in deg F.
f. Entering�air, wet� and dry�bulb temperatures in deg F.
g. Leaving�air, wet� and dry�bulb temperatures in deg F.
h. Water flow rate in gpm.
i. Water pressure differential in feet of head or psig.
j. Entering�water temperature in deg F.
k. Leaving�water temperature in deg F.
l. Refrigerant expansion valve and refrigerant types.
m. Refrigerant suction pressure in psig.
n. Refrigerant suction temperature in deg F.
o. Inlet steam pressure in psig.
G. Gas� and Oil�Fired Heat Apparatus Test Reports: In addition to manufacturer's factory
startup equipment reports, include the following:
1. Unit Data:
a. System identification.
b. Location.
c. Make and type.
d. Model number and unit size.
e. Manufacturer's serial number.
f. Fuel type in input data.
g. Output capacity in Btu/h.
h. Ignition type.
i. Burner�control types.
j. Motor horsepower and rpm.
k. Motor volts, phase, and hertz.
l. Motor full�load amperage and service factor.
m. Sheave make, size in inches, and bore.
n. Center�to�center dimensions of sheave, and amount of adjustments in
inches.
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Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 12
2. Test Data (Indicated and Actual Values):
a. Total air flow rate in cfm.
b. Entering�air temperature in deg F.
c. Leaving�air temperature in deg F.
d. Air temperature differential in deg F.
e. Entering�air static pressure in inches wg.
f. Leaving�air static pressure in inches wg.
g. Air static�pressure differential in inches wg.
h. Low�fire fuel input in Btu/h.
i. High�fire fuel input in Btu/h.
j. Manifold pressure in psig.
k. High�temperature�limit setting in deg F.
l. Operating set point in Btu/h
m. Motor voltage at each connection.
n. Motor amperage for each phase.
o. Heating value of fuel in Btu/h.
H. Fan Test Reports: For supply, return, and exhaust fans, include the following:
1. Fan Data:
a. System identification.
b. Location.
c. Make and type.
d. Model number and size.
e. Manufacturer's serial number.
f. Arrangement and class.
g. Sheave make, size in inches, and bore.
h. Center�to�center dimensions of sheave, and amount of adjustments in
inches.
2. Motor Data:
a. Motor make, and frame type and size.
b. Horsepower and rpm.
c. Volts, phase, and hertz.
d. Full�load amperage and service factor.
e. Sheave make, size in inches, and bore.
f. Center�to�center dimensions of sheave, and amount of adjustments in
inches.
g. Number, make, and size of belts.
3. Test Data (Indicated and Actual Values):
a. Total airflow rate in cfm.
b. Total system static pressure in inches wg.
c. Fan rpm.
d. Discharge static pressure in inches wg.
e. Suction static pressure in inches wg.
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Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 13
I. Round, Flat�Oval, and Rectangular Duct Traverse Reports: Include a diagram with a grid
representing the duct cross�section and record the following:
1. Report Data:
a. System and air�handling�unit number.
b. Location and zone.
c. Traverse air temperature in deg F.
d. Duct static pressure in inches wg.
e. Duct size in inches.
f. Duct area in sq. ft.
g. Indicated air flow rate in cfm.
h. Indicated velocity in fpm.
i. Actual air flow rate in cfm.
j. Actual average velocity in fpm.
k. Barometric pressure in psig.
J. Air�Terminal�Device Reports:
1. Unit Data:
a. System and air�handling unit identification.
b. Location and zone.
c. Apparatus used for test.
d. Area served.
e. Make.
f. Number from system diagram.
g. Type and model number.
h. Size.
i. Effective area in sq. ft..
2. Test Data (Indicated and Actual Values):
a. Air flow rate in cfm.
b. Air velocity in fpm.
c. Preliminary air flow rate as needed in cfm.
d. Preliminary velocity as needed in fpm.
e. Final air flow rate in cfm.
f. Final velocity in fpm.
g. Space temperature in deg F.
K. System�Coil Reports: For reheat coils and water coils of terminal units, include the fol�
lowing:
1. Unit Data:
a. System and air�handling�unit identification.
b. Location and zone.
c. Room or riser served.
d. Coil make and size.
e. Flowmeter type.
2. Test Data (Indicated and Actual Values):
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L’Acquis Number: 12056
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Matt the Miller's Tavern
Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 14
a. Air flow rate in cfm.
b. Entering�water temperature in deg F.
c. Leaving�water temperature in deg F.
d. Water pressure drop in feet of head or psig.
e. Entering�air temperature in deg F.
f. Leaving�air temperature in deg F.
L. Instrument Calibration Reports:
1. Report Data:
a. Instrument type and make.
b. Serial number.
c. Application.
d. Dates of use.
e. Dates of calibration.
3.12 INSPECTIONS:
A. Initial Inspection:
1. After testing and balancing are complete, operate each system and randomly
check measurements to verify that the system is operating according to the final
test and balance readings documented in the final report.
2. Check the following for each system:
a. Measure airflow of at least 10 percent of air outlets.
b. Measure water flow of at least 5 percent of terminals.
c. Measure room temperature at each thermostat/temperature sensor.
Compare the reading to the set point.
d. Verify that balancing devices are marked with final balance position.
e. Note deviations from the Contract Documents in the final report.
B. Final Inspection:
1. After initial inspection is complete and documentation by random checks
verifies that testing and balancing are complete and accurately documented in
the final report, request that a final inspection be made by the Engineer.
2. The TAB contractor's test and balance engineer shall conduct the inspection in
the presence of the Architect, Engineer, and Owner.
3. The Engineer shall randomly select measurements, documented in the final
report, to be rechecked. Rechecking shall be limited to either 10 percent of the
total measurements recorded or the extent of measurements that can be
accomplished in a normal 8�hour business day.
4. If rechecks yield measurements that differ from the measurements documented
in the final report by more than the tolerances allowed, the measurements shall
be noted as "FAILED."
5. If the number of "FAILED" measurements is greater than 10 percent of the total
measurements checked during the final inspection, the testing and balancing
shall be considered incomplete and shall be rejected.
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L’Acquis Number: 12056
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Carmel, Indiana
Project No. 12056 TESTING ADJUSTING, AND BALANCING FOR HVAC 23 05 93 � 15
C. TAB Work will be considered defective if it does not pass final inspections. If TAB
Work fails, proceed as follows:
1. Recheck all measurements and make adjustments. Revise the final report and
balancing device settings to include all changes; resubmit the final report and
request a second final inspection.
2. If the second final inspection also fails, Owner may contract the services of
another TAB contractor to complete TAB Work according to the Contract
Documents and deduct the cost of the services from the original TAB
contractor's final payment.
D. Prepare test and inspection reports.
3.13 ADDITIONAL TESTS
A. Balancing Agency shall make two (2) return inspection trips to the project within the one
year warranty period of the project; one at near heating design conditions and one during
air conditioning design conditions for the purpose of checking out those portions of the
system that are not performing satisfactorily as determined by the Engineer. Balancing
Agency shall make any additional adjustments required at this time.
END OF SECTION