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UniSpec II -Store Planning 083013
SECTION 01455 - MECHANICAL EQUIPMENT TESTING, ADJUSTING, AND BALANCING
PART 1 - GENERAL
1.1 SUMMARY
A. Section Includes:
1. Contractor-employment of Test and Balance Agency.
2. Test and balance services for mechanical equipment.
B. Related Sections:
1. Section 01458 - Testing Laboratory Services: Owner procurement of testing laboratory services for site
and building testing and inspection.
2. Section 13810 - Energy Management System (EMS).
3. Section 15700 - Heating, Ventilating, and Air Conditioning Equipment: HVAC system equipment.
4. Section 15800 - Air Distribution: HVAC system ductwork and diffusers.
1.2 SELECTION AND PAYMENT
A. Employment and payment for services of a Test and Balance Agency (TBA) to perform specified testing and bal-
ancing of environmental systems shall be by Contractor.
B. Approved Test and Balance Agencies:
1. Melink Corporation, (513) 965-7300, Melink Corporation Email Group, retail@melinkcorp.com.
2. Precisionaire of Texas, (281) 449-0961, Mike Delcamp, mdelcamp@precisionaire-tx.com, Felix Garza,
fgarza@precisionaire-tx.com.
3. Test and Balance Company, (678) 393-9401, John Skipper, jskipper@tabconline.com.
1.3 RESPONSIBILITIES
A. Contractor Responsibilities
1. Provide balancing dampers as specified and shown on the Drawings for proper balancing of systems.
2. Prepare system for test and balance as follows:
a. Install, start up, check out, and adjust HVAC systems per Drawings and Specifications and have ful-
ly operational with deficiencies corrected on or before Wal-Mart's Substantial Completion Date. For
new Lennox Rooftop Units and Munters Air handling Units, the contractor shall coordinate and
schedule with the equipment manufacturer’s commissioning technician for the commissioning, test-
ing and unit air flow balancing. For equipment from other manufacturers, refer to the individual
specification sections for start-up and balancing requirements.
b. One day prior to starting test and balance procedure, provide new filters equal in quality to factory
installed filters. Filters: Class 1, 30 percent efficiency, radial pleat design with 15 pleats per linear
foot.
c. Verify that duct work is clean and sealed tight against leaks.
d. Verify that controls, dampers, and actuators are installed, adjusted, and calibrated.
e. To maintain schedules and prevent return trips, have experienced personnel available to correct
HVAC system deficiencies while TBA is scheduled on site.
f. Secure control dampers after test and balance as directed by TBA.
3. For balancing of air distribution devices and existing equipment noted to be balanced on the mechanical
floor plans, obtain the services of one of the specified Test and Balance Agencies (TBA).
4. Upon completion of final systems Balance and Commissioning, a copy of TBA report and the equipment
commissioning report shall be uploaded to the Building Portal EVOCO workspace for the Contractor and
Engineer of Record (EOR) review. If HVAC system deficiencies exist, a letter listing those deficiencies
shall also be uploaded to the Building Portal for the Contractor's correction. If the Contractor fails to
respond and correct these deficiencies within seven days after uploading letter, the Owner will authorize
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repairs as judged necessary and take necessary contractual action to recover adequate compensation for
repair expenses.
5. As a result of HVAC system performance or operational deficiencies, a return trip by TBA to complete
Test and Balance will be authorized when deemed necessary by Wal-Mart Mechanical Services or the
Engineer of Record, and shall be performed at no additional expense to Wal-Mart.
6. Notify and schedule the TBA when HVAC systems are ready for test and balance. If Contractor fails to
schedule the TBA, Wal-Mart will authorize TBA to be scheduled into store during week following Con-
tract Substantial Completion Date and take necessary contractual action to recover adequate compensation
for the expenses.
1.4 TESTING, ADJUSTING, AND BALANCING BY CONTRACTOR AND EQUIPMENT MANUFACTURER.
A. Procedures:
1. Contractor shall be responsible for unit start-up and to coordinate unit testing and balancing with the
manufacturer's commissioning technician for new HVAC Rooftop Units and Air Handling Units. Unit
controls and Energy Management systems and equipment shall be verified to determine that equipment,
duct work, etc. is installed and will operate. Deficiencies shall be immediately reported to Contractor's job
site superintendent and the Wal-Mart Mechanical Services Construction Manager.
2. The equipment manufacturer’s commissioning technician shall inspect and test Novar Controls for the fol-
lowing control functions as a minimum:
a. Fan control.
b. Stage 1 cooling control.
c. Stage 1 heating control.
d. Stage 2 cooling control.
e. Stage 2 heating control.
f. Dehumidification control.
g. Economizer control.
h. Unit shut down upon fan operation loss, and alarm received at offices. (Novar, Danfoss or CPC,
Wal-Mart Maint. Dept., Wal-Mart EMS). Verify with Wal-Mart Support Service. Contact:
Wal-Mart Support Service, Novar Controls Corporation , 114 South College Ave. Suite-D, P.O. Box
3345, Fayetteville, AR 72702, (479) 521-7795
3. Record readings and testing data for inclusion into final report.
4. Perform the following testing and balancing. Record readings for inclusion into final report:
a. Test and adjust fan speeds to deliver design CFM and record rpm and full load amperes at design
CFM. Record voltage at each unit.
b. Test and adjust system for design CFM outside air.
c. Test and record suction and discharge external static pressures at respective plenums. Seal access
holes with rubber or metal snap-in plugs. The use of duct tape to seal access holes will not be per-
mitted.
d. Test and record entering air temperatures. (Dry Bulb heating and cooling; Wet Bulb cooling.)
e. Test and record leaving air temperature. (Dry Bulb heating and cooling; Wet Bulb cooling.)
f. Test and record outside air Dry Bulb and Wet Bulb temperatures.
g. Test and adjust the volume dampers in the main duct runs to each diffuser, grille, and register to
provide ±10% of design CFM requirements.
h. Identify each diffuser, grille, and register to location and area.
i. Record Unit Data and Motor Data for each air system tested per appropriate NEBB or AABC test
report.
5. Test and record voltage and amperage measurements and calculate KW rating per appropriate NEBB or
AABC procedure for each electric heater or electric coil heating section.
6. Verify and record proper operation of all stages of gas heating sections or gas radiant heaters.
B. Reports:
1. Using data obtained during test, determine if cooling side of roof top unit is performing in accordance with
published data. One representative unit's record data for each size RTU shall be plotted on a psychometric
chart for comparison to manufacturer's published literature. These psychometric charts shall be part of the
final test report. Any deficiencies shall be listed on the HVAC Deficiency Report.
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2. Before leaving job site, provide Contractor's representative a neat, legible deficiency list of all remaining
HVAC system deficiencies for correction. The content of this HVAC Deficiency Report shall be provided
to Wal-Mart by phone before leaving job site.
3. Submit three bound copies of the start-up commissioning report..
1.5 TESTING, ADJUSTING, AND BALANCING BY TBA.
A. Testing and balancing shall be supervised by a Registered Professional Engineer. Personnel involved in execution
of the work for TBA shall be technicians experienced and trained specifically in testing and balancing of
mechanical systems. Instruments used by TBA shall be recently and accurately calibrated and maintained in good
working order. Verification of calibration shall be submitted in final test report if so requested by Wal-Mart. Test,
adjust, and balance in accordance with governing NEBB or AABC Procedural Standards.
B. Procedures:
1. Coordinate and schedule with contractor to confirm equipment commissioning has been completed by the
equipment manufacturer’s commissioning technician prior to balancing.
2. Perform the following testing and balancing. Record readings for inclusion into final report:
a. Test and adjust system for design CFM outside air for existing equipment indicated to be balanced
on the mechanical floor plans.
b. Test and adjust the volume dampers in the duct runs to each diffuser, grille, and register to provide
±10% of design CFM requirements.
c. Identify each diffuser, grille, and register to location and area.
C. Reports:
1. If any air system or outlet is not within +/- 10 percent of design capacity after the start-up and
commissioning is completed, determine the reason. Check duct work and plenums for leaks; coils, filter,
for excessive pressure drop, etc.; and list on HVAC Deficiency Report.
2. Before leaving job site, the TBA shall provide Contractor's representative a neat, legible deficiency list of
all remaining HVAC air balance deficiencies for correction. The content of this HVAC Deficiency Report
shall be provided to Wal-Mart by phone before leaving job site.
3. Record data on applicable NEBB or AABC certified reporting forms. Report shall include data provided
by the equipment commissioning technician and final airflow balance by the TBA including a summary
sheet of deficiencies with status (corrected or not corrected at time of report) and recommendations. TBA
is required to upload final report to the Test and Balance Folder on project's workspace in EVOCO within
14 days after final test and balance.
D. Guarantee
1. Test and balance for period of ninety days from date of final acceptance of the Test and Balance Report.
During this period, TBA shall correct deficiencies at no cost to Wal-Mart.
PART 2 - PRODUCTS
Not Used.
PART 3 - EXECUTION
Not Used.
END OF SECTION
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