Sample TAB Specification

8/12/2019 Sample TAB Specification

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AABC National Standards, 6thEdition

CHAPTER 22 - Specification

22.1 Overview

The Associated Air Balance Council Standard 2002 represents the requirements for Total

System Balancing !any references in this standard ha"e #een made to specifying testing

that is not considered #asic The follo$ing #asic specification is suggested $hen the Testand Balance Agency is directly contracted #y the %$ner &t is assumed that the TAB

Agency $ill #e retained in the design stage &f specific capacity testing of the chillers,

#oilers, cooling to$ers, or other components is required, the testing $ill #e specified and

referenced to this Standard

This specification is $ritten as an %$ner's specification Su#stitutions may #e made #y

including an allo$ance in the general contract, $ith the Agency selected #y the %$ner,

Architect and(or Engineer )hen the TAB Agency is retained #y the %$ner, thespecification should #e located in the *eneral +ro"ision section Section 0-660. of the

spec/ifications, $ith a contractor preparation specification in Section -000

The Contractor preparation section $ill #e located in the mechanical section to identify

$hat is required prior to testing and #alancing Startup, cleaning, and hydrostatic testingshould #e identified in this section so the Contractor $ill ha"e these items completed

prior to TAB +art of the preparation specification is a notification clause $ritten #y the

Contractor $hich $ill state the systems are operational

E"ery AABC Agency can assist in the preparation of the testing and #alancing

specification 1uring the design phase of the proect, the required testing ando#ser"ations can #e specified to meet the specific requirements of the proect The goal ofAABC is to pro"ide comfort to the end user at optimum performance le"els through Total

System Balancing

Section _________

Contractor Preparations for Testing and Baancing

1.! "enera Re#$ire%ents

+erform all $or3 required to prepare the #uilding 45AC systems for testing, adusting,

and #alancing indicated #y the Contract 1ocuments as follo$s

1.1 +reparation for #alancing of air systems

1.2 +reparation for #alancing of hydronic and steam systems

1.& +reparation of control systems

1.' Notification requirements #y the *eneral Contractor of systems readiness

2.! Scope of (or)


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2.1 Testing, adusting, and #alancing TAB. of the air conditioning systems

and related ancillary equipment $ill #e performed #y a certified,

independent third party, AABC Agency selected and employed directly #ythe %$ner 4o$e"er, the preparation for and corrections necessary for the

testing, adusting, and #alancing of these systems, as descri#ed herein, are

the responsi#ility of the Contractor

2.2 As a part of this proect Construction Contract, the Contractor shall ma3e

any changes or replacements to the shea"es, #elts, dampers, "al"es, etcrequired for correct #alance as ad"ised #y the TAB 7irm, at no additional

cost to the %$ner

2.& The Contractor shall pro"ide and coordinate the ser"ices of qualified,responsi#le su#/contractors, suppliers and personnel as required to correct,

repair, and(or replace any and all deficient items or conditions found

during the course of this proect, including the testing, adusting, and

#alancing period

2.' &n order that all systems may #e properly tested, #alanced, and adusted asrequired herein #y these Specifications, the Contractor shall operate the

systems at his e8pense for the length of time necessary to properly "erify

their completion and readiness for TAB

2.* +roect Contract completion schedules shall allo$ for sufficient time to

permit the completion of TAB ser"ices prior to %$ner occupancy The

Contractor shall allo$ adequate time for the testing and #alancingacti"ities of the %$ner pro"ided ser"ices, during the construction period,

and prior to Su#stantial Completion as defined in the 9niform *eneral

Conditions of this Construction 1ocument

2.+ The 1ra$ings and Specifications indicate "al"es, dampers, and

miscellaneous adustment de"ices for the purpose of adustment to o#tainoptimum operating conditions, and it $ill #e the responsi#ility of the

Contractor to install these de"ices in a manner that $ill lea"e them

accessi#le and readily adusta#le Should any such de"ice not #e readily

accessi#le, the Contractor shall pro"ide access as requested #y the TAB7irm Also, any malfunction encountered #y TAB personnel and reported

to the Contractor shall #e corrected #y the Contractor immediately so that

the #alancing $or3 can proceed $ith the minimum of delays

2., The scope of the $or3 as defined herein is indicated in order that the

Contractor $ill #e ad"ised of the coordination, adustment, and systemmodification $hich $ill #e required under the proect $or3 in order to

complete %$ner requirements for final TAB The TAB 7irm $ill not ha"e

a contractual relationship $ith any Contractor referred to herein, #ut $ill

#e responsi#le to the %$ner for the satisfactory e8ecution of the TAB


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$or3 The Contractor in his original #id shall allo$ for the costs required

to co"er all $or3 $hich may #e required in the TAB phases as defined

herein and as may #e necessary for the completion of the TAB $or3 asdefined #y the TAB 7irm

&.! Responsiiites of te Pro/ect Contractor

&.1 Te Contractor sa0

&.1.1 4a"e the #uilding and air conditioning systems in complete

operational readiness for TAB $or3 to #egin

&.1.2 The Contractor shall allo$ sufficient time for the TAB Agency toperform their contracted $or3 $ithin the construction schedule The

Contractor shall complete his $or3 #y systems or floors, $hiche"er is the

most efficient for testing systems After a$arding of the contract and the

Contractor has de"eloped a construction schedule, a TAB coordinationmeeting shall #e held $ith the TAB Agency, the Contractor and his

primary su#contractors (i.e. mechanical, electrical, #uilding automation,etc. to de"elop a testing schedule for the proect The Contractor shall

su#mit copies of the proposed schedule to the TAB Agency t$o $ee3s

prior to this meeting

&.1.& +romptly correct deficiencies of materials and $or3manship

identified as delaying completion of TAB $or3

&.1.' Be responsi#le for any added costs to the %$ner resulting from his

failure to ha"e the #uilding and air conditioning systems ready for TAB

$hen scheduled, or from his failure to correct deficiencies promptly

&.2 aciit Operationa Readiness

Complete operational readiness of the #uilding requires that the construction

status of the #uilding shall permit the closing of doors, $indo$s, and ceilings

installed, etc, to o#tain simulated or proected operating conditions

&.& H3AC Operationa Readiness

Complete operational readiness of the 45AC systems also requires that thefollo$ing #e accomplished

&.&.1 Air 4istri$tion Sste%s0

&.&.1.1 5erify installation for conformity to design All supply,

return, and e8haust ducts shall #e terminated and pressure tested

for lea3age as required #y the Specification


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&.&.1.2 All "olume, smo3e, and smo3e(fire dampers shall #e

properly located and functional All dampers shall ha"e tightclosure and open fully $ith smooth and free operation

&.&.1.& All supply, return, e8haust, and transfer grilles, registers,diffusers, and terminal de"ices shall #e installed and secured in a

full open position

&.&.1.' Air handling systems, units, and associated apparatus, such

as heating and cooling coils, filter sections, access doors, etc, shall

#e sealed to eliminate uncontrolled #ypass or lea3age of air 7inal

clean filters shall #e in place, coils shall #e clean $ith finsstraightened, #earings properly greased, #elts shall #e aligned and

tightened, and the system shall #e completely operational The

Contractor shall "erify that all systems are operating $ithin the

design pressure limits of the piping and duct$or3

&.&.1.* All fans supply, return, and e8haust. shall #e operating and"erified for freedom from "i#ration, proper fan rotation and #elt

tension: heater elements in motor starters to #e of proper si;e and

rating, as per the starter manufacturer: record motor amperage and"oltage on each phase at start/up, and "erify they do not e8ceed

nameplate ratings

&.&.1.+ All terminal units mi8ing #o8es and fan po$ered #o8es.shall #e installed and functional (i.e. controls functioning.

&.&.2 (ater Circ$ating Sste%s0

&.&.2.1 5erify installation for conformity to design

&.&.2.2 All piping shall #e terminated and pressure tested for

lea3age as required #y the specification All "al"es shall #e set to

their full open position, #ypass stop "al"es closed, and mi8ing

"al"es shall #e set to full/flo$ through the systems componentsAfter the system is flushed and chec3ed for proper operation, all

strainers shall #e remo"ed and cleaned The Contractor shall repeat

the operation until circulating $ater is clean and then the start/upstrainers shall #e discarded

&.&.2.&


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&.&.2.' 5erify that the electrical heater elements are of the proper

si;e and rating as per the starter manufacturer

&.&.2.* &n preparation of TAB all $ater circulating systems shall #e

full and free of air, e8pansion tan3s shall #e set for proper $ater

le"el, and all air "ents shall #e installed at high points of systemsand operating freely Chemicals shall #e added to closed systems

to treat piping and inhi#it corrosion The system static pressure

shall #e adequate to completely fill the system $ithout operatingthe pumps

&.&.2.+ Chec3 and set operating parameters of the heat e8changers

and control de"ices to the design requirements

&.&.2., +roper #alancing de"ices shall #e in place and located

correctly These de"ices include #ut are not limited to flo$ meters,

pressure taps, thermometer $ells, #alancing "al"es, etc

&.&.& A$to%atic Contros

&.&.&.1 The Control Contractor shall schedule a meeting $ith the

Engineer, TAB 7irm, and %$ner's representati"e for a pre/su#mittal re"ie$ to esta#lish that their interpretation is correct

&.&.&.2 The Control Contractor shall "erify that all control

components are installed in accordance $ith proect requirementsand are functional, including all electrical interloc3s, damper

sequences, air and $ater resets, fire and free;e stats, high and lo$

temperature thermostats, safeties, etc

&.&.&.& The Control Contractor shall "erify that all controlling

instruments are cali#rated and set for design operating conditions$ith the e8ception of components that require input from the TAB

Agency, #ut a default shall #e set The Control Contractor shall

cooperate $ith the TAB Agency and pro"ide all soft$are and

interfaces to communicate $ith the system

&.&.&.' The Energy !anagement System Contractor shall

thoroughly chec3 all controls, sensors, operators, sequences, etc#efore notifying the TAB Agency that the Energy !anagement

System is operational The Energy !anagement System Contractor

shall pro"ide technical support technicians and necessarycomputers. to the TAB Agency for a complete chec3 of these

systems


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&.&.&.* The 7ire Alarm 7A. Contractor shall thoroughly chec3 all

detection de"ices, sequences, inter/loc3s, etc #efore notifying the

TAB Agency that the system is operational this includes the7ireman's %"erride +anel. The 7A Contractor shall pro"ide all

detection de"ices fire and smo3e., complete $ith all smo3e ;ones

identified along $ith all alarm and e"ent chart de"ices identifiedThe 7A Contractor shall certify that the systems are totally

operational to the Contractor prior to the TAB #eginning

&.&.' Start-5p Report

The start/up report shall include the su#mitted and actual


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'.1.2 %ne set of mechanical floor plans of the conditioned spaces These

1ra$ings shall #e o;alid type #lue or #lac3 on light #ac3ground.

reproductions to facilitate mar3ing

'.1.& %ne copy of appro"ed su#mittal data on equipment installed, and

related changes as required to accomplish the test procedures as hereindescri#ed $ill #e furnished #y the Contractor

'.1.' +ro"ide all 45AC Control Communications soft$are $ith the appropriate licenses and hard$are interfaces

*.! "enera

*.1 1uring the progress of the $or3, tests shall #e made as specified herein

and as required #y authorities ha"ing urisdiction, including ?ocal

Authorities &nspection 1epartment, %$ner, %$ner's &nsuring Agency,

Architect, or Engineer Tests shall #e conducted #y the !echanical,+lum#ing, and 7ire +rotection Contractor as part of the $or3 of this

di"ision and shall include all qualified personnel, equipment apparatus,and ser"ices required to perform the tests

*.2 ?ea3s, damage, or defects disco"ered or resulting from tests shall #erepaired, or replaced to a li3e ne$ condition ?ea3y pipe oints, duct$or3,

etc, shall #e remo"ed and replaced $ith accepta#le materials

*.& All equipment and instruments required for tests as $ell as additionalthermometer $ells, gauge and instrument connections shall #e installed at

no additional cost to the %$ner

*.' Su#mit si8 copies of each complete test report to the Engineer for re"ie$

and send t$o copies of the report to the %$ner

Section _________

Testing and Baancing

1.! "enera Re#$ire%ents

1.1 S$%ittas

The TAB Agency shall su#mit an agenda descri#ing procedures for

1.1.1 7ield o#ser"ation reports

1.1.2 An o"er"ie$ of system TAB procedures


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'.1.* +erform a pre#alance site re"ie$ and su#mit a $ritten report

'.1.+ 1uring the #alancing process, as a#normalities and malfunctions of

equipment or components are disco"ered #y the TAB personnel, the

Construction &nspector, Architect, Engineer, and %$ner shall #e ad"isedin $riting so that the conditions. can #e corrected #y the Contractor The

$ritten document need not #e formal, #ut must #e understanda#le and

legi#le The TAB 7irm shall not instruct or direct the Contractor in any ofthe $or3, #ut $ill ma3e reports as are necessary to the Construction

&nspector, Architect, Engineer, and %$ner

'.2 ina Air Baance

)hen systems are complete and ready for operation, the TAB Agency $ill

perform a final air #alance for all air systems and record the results The

"olume of air for the supply, return, e8haust, and outside air equipmentand terminals $ill #e tested and #alanced $ithin the tolerances of the

AABC Standard Air handling unit and fan "olumes shall #e adusted #ychanging fan speed Air distri#ution de"ice "olume shall #e adusted using

the spin/in damper for fle8i#le duct connected de"ices and the damper for

duct connected de"ices Air distri#ution de"ices shall #e #alanced $ith airpatterns as specified 1uct "olume dampers shall #e adusted to pro"ide air

"olume to #ranch ducts $here such dampers are sho$n The general scope

of #alancing #y the TAB Agency $ill include, #ut is not limited to, the

follo$ing

'.2.1 7ilters Chec3 air filters and filter media and #alance only systems

$ith essentially clean filters and filter media

'.2.2 7an Speed !easure and record


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'.2.+ Coil Temperatures Set controls for full cooling and for full heating

loads


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'.*.9 5erify the operation of all interloc3 systems

'.*.: +erform "aria#le "olume system "erification to assure the systemand its components trac3 $ith changes from full flo$ to minimum flo$

'.+ Stairwe Press$ri


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*.* &f -0 of the random "erification tests demonstrate a measured flo$

de"iation of -0 or more from that recorded in the certified test and

#alance report, the report shall #e automatically reected &n the e"ent thereport is reected, all systems shall #e readusted and tested, ne$ data

recorded, a ne$ certified test and #alance report su#mitted, and a ne$

inspection test made, all at no additional cost to the %$ner

*.+ 7inal Acceptance $ill occur after successful completion of the TAB

"erification process

Documents

Sample TAB Specification