USACE / NAVFAC / AFCESA / NASA UFGS-23 05 93 (November 2008)
---------------------------------
Preparing Activity: NAVFAC Superseding
UFGS-23 05 93.00 10 (July 2007)
UFGS-23 08 00.00 20 (July 2007)
UFGS-23-05-93.00 40 (June 2006)
UNIFIED FACILITIES GUIDE SPECIFICATIONS
References are in agreement with UMRL dated January 2009
SECTION 23 05 93
TESTING, ADJUSTING, AND BALANCING FOR HVAC
11/08
NOTE: This guide specification covers the requirements for testing, adjusting,
and balancing (TAB) of heating, ventilating, and air-conditioning (HVAC) air
and water distribution systems.
Edit this guide specification for project specific requirements by adding, deleting,
or revising text. For bracketed items, choose applicable items(s) or insert
appropriate information.
Remove information and requirements not required in respective project, whether
or not brackets are present.
Comments and suggestions on this guide specification are welcome and should
be directed to the technical proponent of the specification. A listing of technical
proponents, including their organization designation and telephone number, is
on the Internet.
Recommended changes to a UFGS should be submitted as a Criteria Change Request
(CCR).
This guide specification includes tailoring options for NASA, NAVFAC, and USACE.
Selection or deselection of a tailoring option will include or exclude that
option in the section, but editing the resulting section to fit the project
is still required.
NOTE: Show the following information on the project drawings:
1. A unique number or mark for each piece of equipment or terminal.
2. Air quantities at air terminals.
3. Air quantities and temperatures in air handling unit schedules.
4. Water quantities and temperatures in thermal energy transfer equipment schedules.
5. Water quantities and heads in pump schedules.
6. Water flow measurement fittings and balancing fittings.
7. Ductwork Construction and Leakage Testing Table that defines the DALT test
requirements, including each applicable HVAC duct system ID or mark, duct pressure
class, duct seal class, and duct leakage test pressure. This table is included
in the file for Graphics for Unified Facilities Guide Specifications: http://www.wbdg.org/ccb/NAVGRAPH/graphtoc.pdf
8. When applicable, provide notes on the drawings specifying and completely
describing any special or out of the ordinary TAB work to be performed. If
required, provide special coordinating paragraphs in this section to compliment
the special TAB notes on the design drawings.
PART 1 GENERAL
NOTE: Use this specification for all projects which include new HVAC systems
or modifications to existing HVAC systems.
The "Design Agent's Representative" must be a member of the HVAC design team,
from the AE or Engineering Division and must actively participate in the process,
including review of all submittals contained herein and participation in testing,
adjusting, and balancing (TAB) verification. The planning and programming of
either Title II services or in-house support is required as part of the participation
of the "Design Agent's Representative".
1.1 REFERENCES
NOTE: This paragraph is used to list the publications cited in the text of
the guide specification. The publications are referred to in the text by basic
designation only and listed in this paragraph by organization, designation,
date, and title.
Use the Reference Wizard's Check Reference feature when you add a RID outside
of the Section's Reference Article to automatically place the reference in the
Reference Article. Also use the Reference Wizard's Check Reference feature
to update the issue dates.
References not used in the text will automatically be deleted from this section
of the project specification when you choose to reconcile references in the
publish print process.
The publications listed below form a part of this specification to the extent referenced. The publications are
referred to within the text by the basic designation only.
[ACOUSTICAL SOCIETY OF AMERICA (ASA)ASA S1.11(2004; Errata 2005) Specification for Octave- Band and Fractional-Octave-Band Analog and Digital Filters (ASA 65)ASA S1.4(1983; Amendment 1985; R 2006) Specification for Sound Level Meters (ASA 47)][AIR MOVEMENT AND CONTROL ASSOCIATION INTERNATIONAL (AMCA)AMCA 203(1990) Field Performance Measurements of Fan Systems][AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR-CONDITIONING ENGINEERS (ASHRAE)ASHRAE 62.1(2007; INT 2007; INT 2-15 2008; Errata 2008; Addenda a, b, e, f and h 2008) Ventilation for Acceptable Indoor Air QualityASHRAE HVAC APP IP HDBK(2007) HVAC Applications Handbook, I-P EditionASHRAE HVAC APP SI HDBK(2007) HVAC Applications Handbook, SI Edition][ASSOCIATED AIR BALANCE COUNCIL (AABC)AABC MN-1(2002) National Standards for Total System BalanceAABC MN-4(1996) Test and Balance Procedures][NATIONAL AERONAUTICS AND SPACE ADMINISTRATION (NASA)RCBEA GUIDE(2004) NASA Reliability Centered Building and Equipment Acceptance Guide][NATIONAL ENVIRONMENTAL BALANCING BUREAU (NEBB)NEBB MASV(2006) Procedural Standards for Measurements and Assessment of Sound and VibrationNEBB PROCEDURAL STANDARDS(2005) Procedural Standards for TAB (Testing, Adjusting and Balancing) Environmental Systems][SHEET METAL AND AIR CONDITIONING CONTRACTORS' NATIONAL ASSOCIATION (SMACNA)SMACNA 1143(1985) HVAC Air Duct Leakage Test ManualSMACNA 1780(2002; 3rd Ed) HVAC Systems - Testing, Adjusting and BalancingSMACNA 1858(2004) HVAC Sound And Vibration Manual - First Edition][U.S. NATIONAL ARCHIVES AND RECORDS ADMINISTRATION (NARA)40 CFR 82Protection of Stratospheric Ozone]1.2 DEFINITIONS
a. AABC: Associated Air Balance Council.
b. COTR: Contracting Officer's Technical Representative.
c. DALT: Duct air leakage test
d. DALT'd: Duct air leakage tested
e. HVAC: Heating, ventilating, and air conditioning; or heating, ventilating, and cooling.
f. NEBB: National Environmental Balancing Bureau
g. Out-of-tolerance data: Pertains only to field acceptance testing of Final DALT or TAB report.
When applied to DALT work, this phase means "a leakage rate measured during DALT field acceptance
testing which exceeds the leakage rate allowed by SMACNA Leak Test Manual for an indicated duct
construction and sealant class." When applied to TAB work this phase means "a measurement taken
during TAB field acceptance testing which does not fall within the range of plus 5 to minus
5 percent of the original measurement reported on the TAB Report for a specific parameter."
h. Season of maximum heating load: The time of year when the outdoor temperature at the project
site remains within plus or minus 17.5 degrees Celsius plus or minus 30 degrees Fahrenheit of
the project site's winter outdoor design temperature, throughout the period of TAB data recording.
i. Season of maximum cooling load: The time of year when the outdoor temperature at the project
site remains within plus or minus 3 degrees Celsius plus or minus 5 degrees Fahrenheit of the
project site's summer outdoor design temperature, throughout the period of TAB data recording.
j. Season 1, Season 2: Depending upon when the project HVAC is completed and ready for TAB,
Season 1 is defined, thereby defining Season 2. Season 1 could be the season of maximum heating
load, or the season of maximum cooling load.
k. Sound measurements terminology: Defined in AABC MN-1, NEBB MASV, or SMACNA 1858 (TABB).
l. TAB: Testing, adjusting, and balancing (of HVAC systems).
m. TAB'd: HVAC Testing/Adjusting/Balancing procedures performed.
n. TAB Agency: TAB Firm
o. TAB team field leader: TAB team field leader
p. TAB team supervisor: TAB team engineer.
q. TAB team technicians: TAB team assistants.
r. TABB: Testing Adjusting and Balancing Bureau.
1.2.1 Similar Terms
In some instances, terminology differs between the Contract and the TAB Standard primarily because the intent
of this Section is to use the industry standards specified, along with additional requirements listed herein
to produce optimal results.
The following table of similar terms is provided for clarification only. Contract requirements take precedent
over the corresponding AABC, NEBB, or TABB requirements where differences exist.
SIMILAR TERMS
Contract Term AABC NEBB TABB
Term Term Term
TAB Standard National Standards Procedural Standards International
for for Standards for
Testing and Balancing Testing, Adjusting Environmental
Heating, Ventilating, and Balancing of Systems Balance
and Air Conditioning Environmental Systems
Systems
TAB Specialist TAB Engineer TAB Supervisor TAB Supervisor
Systems Construction Phase Field Readiness Field
Readiness Inspection Check & Preliminary Readiness
Check Field Procedures. Check &
Prelim.
Field
Procedures
1.3 WORK DESCRIPTION
The work includes duct air leakage testing (DALT) and testing, adjusting, and balancing (TAB) of [new][ and existing]
heating, ventilating, and cooling (HVAC) air[ and water] distribution systems including equipment and performance
data, ducts, and piping which are located within, on, under, between, and adjacent to buildings, including records
of existing conditions.
Perform TAB in accordance with the requirements of the TAB procedural standard recommended by the TAB trade association
that approved the TAB Firm's qualifications. Comply with requirements of AABC MN-1, NEBB PROCEDURAL STANDARDS
, or SMACNA 1780 (TABB) as supplemented and modified by this specification section. All recommendations and
suggested practices contained in the TAB procedural standards are considered mandatory.
NOTE: When the measurement of existing conditions is desired, clearly indicate
and/or specify all requirements.
Conduct DALT and TAB of the indicated existing systems and equipment and submit the specified DALT and TAB reports
for approval. Conduct DALT testing in compliance with the requirements specified in SMACNA 1143, except as supplemented
and modified by this section. Conduct DALT and TAB work in accordance with the requirements of this section.
1.3.1 Air Distribution Systems
Test, adjust, and balance system[s] (TAB) in compliance with this section. Obtain Contracting Officer's written
approval before applying insulation to exterior of air distribution systems as specified under Section
23 07 00 THERMAL INSULATION FOR MECHANICAL SYSTEMS.
1.3.2 Water Distribution Systems
TAB system[s] in compliance with this section. Obtain Contracting Officer's written approval before applying
insulation to water distribution systems as specified under Section 23 07 00 THERMAL INSULATION FOR MECHANICAL
SYSTEM. At Contractor's option and with Contracting Officer's written approval, the piping systems may be insulated
before systems are TAB'd.
Terminate piping insulation immediately adjacent to each flow control valve, automatic control valve, or device.
Seal the ends of pipe insulation and the space between ends of pipe insulation and piping, with waterproof vapor
barrier coating.
After completion of work under this section, insulate the flow control valves and devices as specified under
Section 23 07 00 THERMAL INSULATION FOR MECHANICAL SYSTEMS.
1.3.3 TAB SCHEMATIC DRAWINGS
Show the following information on TAB Schematic Drawings:
1. A unique number or mark for each piece of equipment or terminal.
2. Air quantities at air terminals.
3. Air quantities and temperatures in air handling unit schedules.
4. Water quantities and temperatures in thermal energy transfer equipment schedules.
5. Water quantities and heads in pump schedules.
6. Water flow measurement fittings and balancing fittings.
7. Ductwork Construction and Leakage Testing Table that defines the DALT test requirements, including
each applicable HVAC duct system ID or mark, duct pressure class, duct seal class, and duct leakage test
pressure. This table is included in the file for Graphics for Unified Facilities Guide Specifications:
http://www.wbdg.org/ccb/browse_org.php?o=70
The Testing, Adjusting, and Balancing (TAB) Specialist must review the Contract Plans and Specifications and
advise the Contracting Officer of any deficiencies that would prevent the effective and accurate TAB of the system,
including records of existing conditions, and systems readiness check. The TAB Specialist must provide a Design
Review Report individually listing each deficiency and the corresponding proposed corrective action necessary
for proper system operation.
Submit [three][_____] copies of the TAB Schematic Drawings and Report Forms to the Contracting Officer, no later
than [21][_____] days prior to the start of TAB field measurements.
1.3.4 Related Requirements
NOTE: If Section 23 00 00 AIR SUPPLY, DISTRIBUTION, VENTILATION, AND EXHAUST
SYSTEMS is not included in the project specification, applicable requirements
therefrom should be inserted and the following paragraph deleted.
Section 23 00 00 AIR SUPPLY, DISTRIBUTION, VENTILATION, AND EXHAUST SYSTEMS applies to work specified in this section.
Specific requirements relating to Reliability Centered Maintenance (RCM) principals and Predictive Testing and
Inspection (PTI), by the construction contractor to detect latent manufacturing and installation defects must
be followed as part of the Contractor's Quality Control program. Refer to the paragraph titled "Sustainability"
for detailed requirements.
Requirements for price breakdown of HVAC TAB work are specified in Section 01 20 00.00 20 PRICE AND PAYMENT PROCEDURES.
Requirements for construction scheduling related to HVAC TAB work are specified in Section 01 32 17.00 20 NETWORK
ANALYSIS SCHEDULES.
1.4 SUBMITTALS
NOTE: Review submittal description (SD) definitions in Section 01 33 00 SUBMITTAL
PROCEDURES and edit the following list to reflect only the submittals required
for the project. Submittals should be kept to the minimum required for adequate
quality control.
A “G” following a submittal item indicates that the submittal requires Government
approval. Some submittals are already marked with a “G”. Only delete an existing
“G” if the submittal item is not complex and can be reviewed through the Contractor’s
Quality Control system. Only add a “G” if the submittal is sufficiently important
or complex in context of the project.
For submittals requiring Government approval on Army projects, a code of up
to three characters within the submittal tags may be used following the "G"
designation to indicate the approving authority. Codes for Army projects using
the Resident Management System (RMS) are: "AE" for Architect-Engineer; "DO"
for District Office (Engineering Division or other organization in the District
Office); "AO" for Area Office; "RO" for Resident Office; and "PO" for Project
Office. Codes following the "G" typically are not used for Navy, Air Force,
and NASA projects.
Choose the first bracketed item for Navy, Air Force and NASA projects, or choose
the second bracketed item for Army projects.
Government approval is required for submittals with a "G" designation; submittals not having a "G" designation
are [for Contractor Quality Control approval.][for information only. When used, a designation following the
"G" designation identifies the office that will review the submittal for the Government.] Submit the following
in accordance with Section 01 33 00 SUBMITTAL PROCEDURES:
If using this section for NAVFAC DALT and TAB projects, keep "G" for submittals.
NOTE: Refer to the paragraph above entitled "Phasing of Work". If this paragraph
applies to the construction contract, modify the entire "SUBMITTALS" paragraph
by phasing (maybe by repeating the various submittals for each phase) to facilitate
the submittal process.
SD-01 Preconstruction Submittals
Records of Existing Conditions[; G][; G, [_____]]
TAB Firm[; G][; G, [_____]]
Designation of TAB team assistants[; G][; G, [_____]]
Designation of TAB team engineer[; G][; G, [_____]]or TAB Specialist[; G][; G, [_____]]
Designation of TAB team field leader[; G][; G, [_____]]
SD-02 Shop Drawings
TAB Schematic Drawings and Report Forms[; G][; G, [_____]]
SD-03 Product Data
Equipment and Performance Data[; G][; G, [_____]]
TAB Related HVAC Submittals[; G][; G, [_____]]
A list of the TAB Related HVAC Submittals, no later than [7] [_____] days after the approval
of the TAB team engineer [and assistant].
TAB Procedures[; G][; G, [_____]]
Proposed procedures for TAB, submitted with the TAB Schematic Drawings and Report Forms.
Calibration[; G][; G, [_____]]
Systems Readiness Check[; G][; G, [_____]]
TAB Execution[; G][; G, [_____]]
TAB Verification[; G][; G, [_____]]
SD-06 Test Reports
DALT and TAB Work Execution Schedule; G
DALT and TAB Procedures Summary; G
Design review report; G
Pre-Final DALT report; G
Final DALT report; G
TAB report for Season 1; G
TAB report for Season 2; G
SD-07 Certificates
Independent TAB agency and personnel qualifications; G
Advance notice of Pre-Final DALT field work; G
Completed Pre-Final DALT Work Checklist; G
Advance Notice of [Season 1 ]TAB Field Work; G
Completed [Season 1 ]Pre-TAB Work Checklist
[Advance Notice of Season 2 TAB Field Work; G]
[Completed Season 2 Pre-TAB Work Checklist]
TAB Firm[; G][; G, [_____]]
Independent TAB Agency and Personnel Qualifications[; G][; G, [_____]]
DALT and TAB Submittal and Work Schedule[; G][; G, [_____]]
Design review report[; G][; G, [_____]]
[Pre-field DALT preliminary notification[; G][; G, [_____]]]
Pre-field TAB engineering report[; G][; G, [_____]]
Advanced notice for [Season 1] TAB field work[; G][; G, [_____]]
Prerequisite HVAC Work Check Out List [For Season 1][; G][; G, [_____]]
[Advanced notice for Season 2 TAB field work[; G][; G, [_____]]]
[Prerequisite HVAC Work Check Out List For Season 2[; G][; G, [_____]]]
1.5 QUALITY ASSURANCE
1.5.1 Independent Tab Agency and Personnel Qualifications
To secure approval for the proposed agency, submit information certifying that the TAB agency is a first tier
subcontractor who is not affiliated with any other company participating in work on this contract, including
design, furnishing equipment, or construction. Further, submit the following, for the agency, to Contracting
Officer for approval:
a. Independent AABC or NEBB or TABB TAB agency:
TAB agency: AABC registration number and expiration date of current certification; or NEBB
certification number and expiration date of current certification; or TABB certification number
and expiration date of current certification.
TAB team supervisor: Name and copy of AABC or NEBB or TABB TAB supervisor certificate and expiration
date of current certification.
TAB team field leader: Name and documented evidence that the team field leader has satisfactorily
performed full-time supervision of TAB work in the field for not less than 3 years immediately
preceding this contract's bid opening date.
TAB team field technicians: Names and documented evidence that each field technician has satisfactorily
assisted a TAB team field leader in performance of TAB work in the field for not less than one
year immediately preceding this contract's bid opening date.
Current certificates: Registrations and certifications are current, and valid for the duration
of this contract. Renew Certifications which expire prior to completion of the TAB work, in
a timely manner so that there is no lapse in registration or certification. TAB agency or TAB
team personnel without a current registration or current certification are not to perform TAB
work on this contract.
b. TAB Team Members: TAB team approved to accomplish work on this contract are full-time employees
of the TAB agency. No other personnel is allowed to do TAB work on this contract.
c. Replacement of TAB team members: Replacement of members may occur if each new member complies
with the applicable personnel qualifications and each is approved by the Contracting Officer.
1.5.2 Tab Standard
Perform TAB in accordance with the requirements of the standard under which the TAB Firm's qualifications are
approved, i.e., AABC MN-1, NEBB PROCEDURAL STANDARDS, or SMACNA 1780 unless otherwise specified herein. All
recommendations and suggested practices contained in the TAB Standard are considered mandatory. Use the provisions
of the TAB Standard, including checklists, report forms, etc., as nearly as practical, to satisfy the Contract
requirements. Use the TAB Standard for all aspects of TAB, including qualifications for the TAB Firm and Specialist
and calibration of TAB instruments. Where the instrument manufacturer calibration recommendations are more stringent
than those listed in the TAB Standard, adhere to the manufacturer's recommendations.
All quality assurance provisions of the TAB Standard such as performance guarantees are part of this contract.
For systems or system components not covered in the TAB Standard, TAB procedures must be developed by the TAB
Specialist. Where new procedures, requirements, etc., applicable to the Contract requirements have been published
or adopted by the body responsible for the TAB Standard used (AABC, NEBB, or TABB), the requirements and recommendations
contained in these procedures and requirements are considered mandatory, including the latest requirements of
ASHRAE 62.1.
1.5.3 Sustainability
NOTE: Designer/specifier must select appropriate PTI procedures to develop
acceptance criteria subject to the equipment and accessories used. Detailed
procedures are contained within the RCBEA Guide. Delete the items and testing
which do not apply to your specific project.
Contractor must submit the following as part of the Quality Control Plan for acceptance testing:
a. List all test equipment to be used, including its manufacturer,model number, calibration date, and
serial number.
b. Certificates of test personnel qualifications and certifications. Provide certification of compliance
with 40 CFR 82.
c. Proof of equivalency if the contractor desires to substitute a test requirement.
Perform the following PTI as an integral part of the TAB process per the most recent edition of the NASA RCBEA GUIDE
:
[Compressors:
a. Vibration Analysis
b. Balance Test and Measurement
c. Alignment (laser preferred)
d. Lubricating Oil Test
e. Thermodynamic Performance Test
][f. Hydraulic Oil Test (optional)
]
[Fans:
a. Vibration Analysis
b. Balance Test and Measurement
c. Alignment (laser preferred)
d. Lubricating Oil Test
e. Thermodynamic Performance Test
]
[Heat Exchangers (General):
a. Hydrostatic Test
b. Airborne Ultrasonic Test
c. Thermodynamic Performance Test
][d. Infrared Thermography (optional)]
[Heat Exchangers (Condenser Air Cooled):
a. Hydrostatic Test
b. Thermodynamic Performance Test
][c. Airborne Ultrasonic Test (optional)]
[d. Pulse Ultrasonic Test (optional)]
[e. Infrared Thermography (optional)]
[Heat Exchangers (Condenser Water Cooled):
a. Hydrostatic Test
b. Thermodynamic Performance Test
][c. Airborne Ultrasonic Test (optional)]
[d. Pulse Ultrasonic Test (optional)]
[e. Infrared Thermography (optional)]
[Heat Exchange Cooling Tower:
a. Vibration Analysis
b. Balance Test and Measurement
c. Alignment (laser preferred)
d. Lubricating Oil Test
e. Performance Test
]
[HVAC Ducts:
a. Operational Test
b. Ductwork Leak Testing (DALT); Pre-Final DALT report, Final DALT report
]
[Piping Systems:
a. Vibration Analysis
b. Infrared Thermography
]
[Steam Coils:
a. Warranty Test
b. Vibration Analysis
c. Performance Test
d. Infrared Thermography
]
[Valves:
a. Hydrostatic Test
b. Airborne Ultrasonic Test (optional)
c. Thermodynamic Performance Test (optional)
][d. Infrared Thermography (optional)
]
1.5.4 Qualifications
1.5.4.1 TAB Firm
NOTE: Where the size or complexity of the HVAC system(s) warrant, include in
the project specification the bracketed requirement specifying that the TAB
firm be certified for "building systems commissioning".
The TAB Firm must be either a member of AABC or certified by the NEBB or the TABB and certified in all categories
and functions where measurements or performance are specified on the plans and specifications, including [TAB
of environmental systems] [the performance of clean rooms and clean air devices] [building systems commissioning]
[and] [the measuring of sound and vibration in environmental systems].
Certification must be maintained for the entire duration of duties specified herein. If, for any reason, the
firm loses subject certification during this period, the Contractor must immediately notify the Contracting Officer
and submit another TAB Firm for approval. Any firm that has been the subject of disciplinary action by either
the AABC, the NEBB, or the TABB within the five years preceding Contract Award is not be eligible to perform
any duties related to the HVAC systems, including TAB. All work specified in this Section and in other related
Sections to be performed by the TAB Firm will be considered invalid if the TAB Firm loses its certification prior
to Contract completion and must be performed by an approved successor.
These TAB services are to assist the prime Contractor in performing the quality oversight for which it is responsible.
The TAB Firm must be a prime subcontractor of the Contractor and be financially and corporately independent of
the mechanical subcontractor, reporting directly to and paid by the Contractor.
1.5.4.2 TAB Specialist
The TAB Specialist must be either a member of AABC,an experienced technician of the Firm certified by the NEBB,
or a Supervisor certified by the TABB. The certification must be maintained for the entire duration of duties
specified herein. If, for any reason, the Specialist loses subject certification during this period, immediately
notify the Contracting Officer and submit another TAB Specialist for approval. Any individual that has been
the subject of disciplinary action by either the AABC, the NEBB, or the TABB within the five years preceding
Contract Award is not eligible to perform any duties related to the HVAC systems, including TAB. All work specified
in this Section and in other related Sections performed by the TAB Specialist will be considered invalid if the
TAB Specialist loses its certification prior to Contract completion and must be performed by the approved successor.
1.5.4.3 TAB Specialist Responsibilities
TAB Specialist responsibilities include all TAB work specified herein and in related sections under his direct
guidance. The TAB specialist is required to be onsite on a daily basis to direct TAB efforts. The TAB Specialist
must participate in the commissioning process[ specified in Section 23 08 00.00 10 COMMISSIONING OF HVAC SYSTEMS]
.
1.5.4.4 Tab Related HVAC Submittals
The TAB Specialist must prepare a list of the submittals from the Contract Submittal Register that relate to
the successful accomplishment of all HVAC TAB. Accompany the submittals identified on this list with a letter
of approval signed and dated by the TAB Specialist when submitted to the Government. Ensure that the location
and details of ports, terminals, connections, etc., necessary to perform TAB are identified on the submittals.
1.5.5 Responsibilities
The Contractor is responsible for ensuring compliance with the requirements of this section. The following delineation
of specific work responsibilities is specified to facilitate TAB execution of the various work efforts by personnel
from separate organizations. This breakdown of specific duties is specified to facilitate adherence to the schedule
listed in paragraph entitled "TAB Submittal and Work Schedule."
1.5.5.1 Contractor
a. TAB personnel: Ensure that the DALT work and the TAB work is accomplished by a group meeting
the requirements specified in paragraph entitled "TAB Personnel Qualification Requirements."
b. Pre-DALT/TAB meeting: Attend the meeting with the TAB Supervisor, and ensure that a representative
is present for the sheetmetal contractor, mechanical contractor, electrical contractor, and
automatic temperature controls contractor.
c. HVAC documentation: Furnish one complete set of the following HVAC-related documentation
to the TAB agency:
(1) Contract drawings and specifications
(2) Approved submittal data for equipment
(3) Construction work schedule
(4) Up-to-date revisions and change orders for the previously listed items
d. Submittal and work schedules: Ensure that the schedule for submittals and work required
by this section and specified in paragraph entitled "TAB Submittal and Work Schedule," is met.
e. Coordination of supporting personnel:
Provide the technical personnel, such as factory representatives or HVAC controls installer
required by the TAB field team to support the DALT and the TAB field measurement work.
Provide equipment mechanics to operate HVAC equipment and ductwork mechanics to provide the
field designated test ports to enable TAB field team to accomplish the DALT and the TAB field
measurement work. Ensure these support personnel are present at the times required by the TAB
team, and cause no delay in the DALT andthe TAB field work.
Conversely, ensure that the HVAC controls installer has required support from the TAB team field
leader to complete the controls check out.
f. Deficiencies: Ensure that the TAB Agency supervisor submits all Design/Construction deficiency
notifications directly to the Contracting officer within 3 days after the deficiency is encountered.
Further, ensure that all such notification submittals are complete with explanation, including
documentation, detailing deficiencies.
g. Prerequisite HVAC work: Complete check out and debugging of HVAC equipment, ducts, and
controls prior to the TAB engineer arriving at the project site to begin the TAB work. Debugging
includes searching for and eliminating malfunctioning elements in the HVAC system installations,
and verifying all adjustable devices are functioning as designed. Include as prerequisite work
items, the deficiencies pointed out by the TAB team supervisor in the design review report.
h. Prior to the TAB field team's arrival, ensure completion of the applicable inspections and
work items listed in the TAB team supervisor's pre-field engineering report. Do not allow the
TAB team to commence TAB field work until all of the following are completed.
(1) HVAC system installations are fully complete.
(2) HVAC prerequisite checkout work lists specified in the paragraph "Pre-Field TAB Engineering
Report" are completed, submitted, and approved. Ensure that the TAB Agency gets a copy of the
approved prerequisite HVAC work checklist.
(3) DALT field checks for all systems are completed.
(4) HVAC system filters are clean for both Season 1 and Season 2 TAB field work.
i. Advance notice: Furnish to the Contracting Officer with advance written notice for the
commencement of the DALT field work and for the commencement of the TAB field work.
j. Insulation work: For required DALT work , ensure that insulation is not installed on ducts
to be DALT'd until DALT work on the subject ducts is complete. Later, ensure that openings
in duct and machinery insulation coverings for TAB test ports are marked, closed and sealed.
1.5.5.2 TAB Agency
Provide the services of a TAB team which complies with the requirements of paragraph entitled "Independent TAB
Agency Personnel Qualifications". The work to be performed by the TAB agency is limited to testing, adjusting,
and balancing of HVAC air and water systems to satisfy the requirements of this specification section.
1.5.5.3 TAB Team Supervisor
a. Overall management: Supervise and manage the overall TAB team work effort, including preliminary
and technical DALT and TAB procedures and TAB team field work.
b. Pre-DALT/TAB meeting: Attend meeting with Contractor.
c. Design review report: Review project specifications and accompanying drawings to verify
that the air systems and water systems are designed in such a way that the TAB engineer can
accomplish the work in compliance with the requirements of this section. Verify the presence
and location of permanently installed test ports and other devices needed, including gauge cocks,
thermometer wells, flow control devices, circuit setters, balancing valves, and manual volume
dampers.
d. Support required: Specify the technical support personnel required from the Contractor
other than the TAB agency; such as factory representatives for temperature controls or for complex
equipment. Inform the Contractor in writing of the support personnel needed and when they are
needed. Furnish the notice as soon as the need is anticipated, either with the design review
report, or the pre-field engineering report, the during the DALT or TAB field work.
e. Pre-field DALT preliminary notification: Monitor the completion of the duct installation
of each system and provide the necessary written notification to the Contracting Officer.
f. Pre-field engineering report: Utilizing the following HVAC-related documentation; contract
drawings and specifications, approved submittal data for equipment, up-to-date revisions and
change orders; prepare this report.
g. Prerequisite HVAC work checklist: Ensure the Contractor gets a copy of this checklist at
the same time as the pre-field engineering report is submitted.
h. Technical assistance for DALT work.
(1) Technical assistance: Provide immediate technical assistance to TAB field team.
NOTE: The number of workdays for the TAB supervisor's visit to the contract
site for DALT work, is based on the size, number, type, and complexity of the
HVAC system to be DALT'd.
(2) DALT field visit: Near the end of the DALT field work effort, visit the contract site to
inspect the HVAC installation and the progress of the DALT field work. Conduct a site visit
to the extent necessary to verify correct procedures are being implemented and to confirm the
accuracy of the Pre-final DALT Report data which has been reported. Also, perform sufficient
evaluation to allow the TAB supervisor to issue certification of the final report. Conduct
the site visit full-time for a minimum of [one] [two] [_____] 8 hour workday[s] duration.
i. Final DALT report: Certify the DALT report. This certification includes the following
work:
(1) Review: Review the Pre-final DALT report data. From these field reports, prepare the
Certified Final DALT report.
(2) TAB Verification: Verify adherence, by the TAB field team, to the procedures specified
in this section.
j. Technical Assistance for TAB Work: Provide immediate technical assistance to the TAB field
team for the TAB work.
NOTE: The number of workdays for the TAB supervisor's visits to the contract
work site for TAB work, is based on the size, number, type, and complexity of
the HVAC system to be TAB'd.
NOTE: Choose one of the following options.
NOTE: Option 1: Normally, use the following two subparagraphs, which requires
two separate trips within a season to the contract site by the TAB field team
(the first for the TAB field work, the second for the TAB quality assurance
work) with the certified TAB report submitted between the trips. This is intended
to give the design engineer time to review the certified TAB report before the
field check of that report is conducted.
[(1) TAB field visit: At the midpoint of the Season 1 and Season 2 TAB field work effort, visit
the contract site to inspect the HVAC installation and the progress of the TAB field work. Conduct
site visit full-time for a minimum of [one] [two] [_____] 8 hour workday[s] duration.]
[(2) TAB field visit: Near the end of the TAB field work effort, visit the contract site to
inspect the HVAC installation and the progress of the TAB field work. Conduct site visit full-time
for a minimum of [one] [two] [_____] 8 hour workday[s] duration. Review the TAB final report
data and certify the TAB final report.]
NOTE: Option 2: Use the following subparagraph when the contract site is remote,
or the HVAC system is simple, and the specifier wants to reduce to one the number
of trips to the contract site by the TAB field team within a season (TAB field
work and TAB quality assurance accomplished in same trip).
[(1) TAB field visit: Near the end of the TAB field work effort, visit the contract site to
inspect the HVAC installation and the progress of the TAB field work. Conduct site visit full-time
for a minimum of [one] [two] [_____] 8 hour workday[s] duration. Review the TAB final report
data and certify the TAB final report.]
k. Certified TAB report: Certify the TAB report. This certification includes the following
work:
(1) Review: Review the TAB field data report. From this field report, prepare the certified
TAB report.
(2) Verification: Verify adherence, by the TAB field team, to the TAB plan prescribed by the
pre-field engineering report and verify adherence to the procedures specified in this section.
l. Design/Construction deficiencies: Within 3 working days after the TAB Agency has encountered
any design or construction deficiencies, the TAB Supervisor must submit written notification
directly to the Contracting Officer, with a separate copy to the Contractor, of all such deficiencies.
Provide in this submittal a complete explanation, including supporting documentation, detailing
deficiencies. Where deficiencies are encountered that are believed to adversely impact successful
completion of TAB, the TAB Agency must issue notice and request direction in the notification
submittal.
m. TAB Field Check: The TAB team supervisor must attend and supervise [Season 1] [and Season
2] TAB field check.
1.5.5.4 TAB Team Field Leader
a. Field manager: Manage, in the field, the accomplishment of the work specified in Part 3,
"Execution."
b. Full time: Be present at the contract site when DALT field work or TAB field work is being
performed by the TAB team; ensure day-to-day TAB team work accomplishments are in compliance
with this section.
c. Prerequisite HVAC work: Do not bring the TAB team to the contract site until a copy of
the prerequisite HVAC Checklist, with all work items certified by the Contractor to be working
as designed, reaches the office of the TAB Agency.
1.5.6 Test Reports
1.5.6.1 Data from DALT Field Work
Report the data for the Pre-final DALT Report and Certified Final DALT Report in compliance the following requirements:
a. Report format: Submit report data on Air Duct Leakage Test Summary Report Forms as shown
on Page 6-2 of SMACNA 1143. In addition, submit in the report, a marked duct shop drawing which
identifies each section of duct tested with assigned node numbers for each section. Include
node numbers in the completed report forms to identify each duct section. The TAB supervisor
must review and certify the report.
b. The TAB supervisor must include a copy of all calculations prepared in determining the duct
surface area of each duct test section. In addition,provide the ductwork air leak testing (DALT)
reports with a copy(s) of the calibration curve for each of the DALT test orifices used for
testing.
c. Instruments: List the types of instruments actually used to measure the data. Include
in the listing each instrument's unique identification number, calibration date, and calibration
expiration date. Instruments must have been calibrated within one year of the date of use in
the field. Instrument calibration must be traceable to the measuring standards of the National
Institute of Standards and Technology.
c. Certification: Include the typed name of the TAB supervisor and the dated signature of
the TAB supervisor.
1.5.6.2 Certified TAB Reports
Submit: TAB Report for Season 1 and TAB Report for Season 2 in the following manner:
a. Report format: Submit the completed pre-field data forms approved in the pre-field TAB
Engineering Report completed by TAB field team, reviewed and certified by the TAB supervisor.
Bind the report with a waterproof front and back cover. Include a table of contents identifying
by page number the location of each report. Report forms and report data must be typewritten.
Handwritten report forms or report data are not acceptable.
b. Temperatures: On each TAB report form reporting TAB work accomplished on HVAC thermal energy
transfer equipment, include the indoor and outdoor dry bulb temperature range and indoor and
outdoor wet bulb temperature range within which the TAB data was recorded. Include in the TAB
report continuous time versus temperature recording data of wet and dry bulb temperatures for
the rooms, or zones, as designated in the following list:
NOTE: The design engineer must list, in the paragraph below, those rooms, or
zones, for which indoor dry bulb and wet bulb temperatures are compiled for
the specified time duration. Include a sufficient number of rooms, or zones,
in the listing to ensure correct evaluation of performance for the installed
HVAC systems.
(1) [Specifier: List desired rooms and/or zones here]. Measure and compile data on a continuous
basis for the period in which TAB work affecting those rooms is being done.
(2) Measure and record data only after the HVAC systems installations are complete, the systems
fully balanced and the HVAC systems controls operating in fully automatic mode.
(3) Data may be compiled using direct digital controls trend logging where available. Otherwise,
temporarily install calibrated time versus temperature/humidity recorders for this purpose.
The HVAC systems and controls must be fully operational a minimum of 24 hours in advance of
commencing data compilation. Include the specified data in the [Season I TAB Report] [Season
I and Season 2 TAB Report].
NOTE: Paragraphs c., d., and e., below apply to air distribution systems to
be TAB'd. Delete all of these paragraphs if no air distribution systems are
in the project, or delete the paragraphs not applicable and edit the terminology
of the remaining paragraphs to agree with the drawings.
[c. System Diagrams: Provide updated diagrams with final installed locations of all terminals
and devices, any numbering changes, and actual test locations. Use a key numbering system on
the diagram which identifies each outlet contained in the outlet airflow report sheets.]
[d. Static Pressure Profiles: Report static pressure profiles for air duct systems including:
[_____]. Report static pressure data for all supply, return, relief, exhaust and outside air
ducts for the systems listed. Include the following in the static pressure report data, in
addition to AABC/NEBB/TABB required data:
(1) Report supply fan, return fan, relief fan, and exhaust fan inlet and discharge static pressures.
(2) Report static pressure drop across chilled water coils, DX coils, hot water coils, steam
coils, electric resistance heating coils and heat reclaim devices installed in unit cabinetry
or the system ductwork.
(3) Report static pressure drop across outside air, return air, and supply air automatic control
dampers, both proportional and two-position, installed in unit cabinetry.
(4) Report static pressure drop across air filters, acoustic silencers, moisture eliminators,
air flow straighteners, air flow measuring stations or other pressure drop producing specialty
items installed in unit cabinetry, or in the system ductwork. Examples of these specialty items
are smoke detectors, white sound generators, RF shielding, wave guides, security bars, blast
valves, small pipes passing through ductwork, and duct mounted humidifiers.
Do not report static pressure drop across duct fittings provided for the sole purpose of conveying
air, such as elbows, transitions, offsets, plenums, manual dampers, and branch takes-offs.
(5) Report static pressure drop across outside air and relief/exhaust air louvers.]
NOTE: Below, delete the period at the end of the sentence and delete the brackets
for projects with large air moving systems, i.e., include in the specification
the pressure readings in the additional listed duct locations for air moving
systems 4720 L/S 10000 CFM and larger.
[(6) Report static pressure readings of supply air, return air, exhaust/relief air, and outside
air in duct at the point where these ducts connect to each air moving unit.[and also at the
following locations:
Main Duct: Take readings at four locations along the full length of the main duct, 25 percent,
50 percent, 75 percent, and 100 percent of the total duct length.
Floor Branch Mains: Take readings at floor branch mains served by a main duct vertical riser.
Branch Main Ducts: Take readings at branch main ducts.
VAV Terminals: Take readings at inlet static pressure at VAV terminal box primary air branch
ducts.
VAV Terminals, Fan Powered: Take readings at fan discharge and inlet static pressures for series
and parallel fan powered VAV terminal boxes.]]
NOTE: Delete the brackets below for large air moving systems, i.e., include
in the specification the duct traverses for the branch mains for air moving
systems 4720 L/S 10000 CFM and larger.
e. Duct Traverses: Report duct traverses for main [and branch main] supply, return, exhaust,
relief and outside air ducts. This includes all ducts, including those which lack 7 1/2 duct
diameters upstream and 2 1/2 duct diameters downstream of straight duct unobstructed by duct
fittings/offsets/elbows. The TAB Agency must evaluate and report findings on the duct traverses
taken. Evaluate the suitability of the duct traverse measurement based on satisfying the qualifications
for a pilot traverse plane as defined by AMCA 203, "Field Measurements", Section 8, paragraph
8.3, "Location of Traverse Plane."
f. Instruments: List the types of instruments actually used to measure the tab data. Include
in the listing each instrument's unique identification number, calibration date, and calibration
expiration date.
Instrumentation, used for taking wet bulb temperature readings must provide accuracy of plus
or minus 5 percent at the measured face velocities. Submit instrument manufacturer's literature
to document instrument accuracy performance is in compliance with that specified.
g. Certification: Include the typed name of the TAB supervisor and the dated signature of
the TAB supervisor.
h. Performance Curves: The TAB Supervisor must include, in the TAB Reports, factory pump curves
and fan curves for pumps and fans TAB'd on the job.
i. Calibration Curves: The TAB Supervisor must include, in the TAB Reports, a factory calibration
curve for installed flow control balancing valves, flow venturi's and flow orifices TAB'd on
the job.
[1.6 PROJECT/SITE CONDITIONS
NOTE: When the measurement of existing conditions is desired, clearly indicate
and/or specify all requirements. If "existing conditions" does not apply,
delete this paragraph.
1.6.1 DALT and TAB Services to Obtain Existing Conditions
Conduct DALT and TAB of the indicated existing systems and equipment and submit the specified DALT and TAB reports
for approval. Conduct this DALT and TAB work in accordance with the requirements of this section.
]1.7 SEQUENCING AND SCHEDULING
1.7.1 Dalt and Tab Submittal and Work Schedule
Comply with additional requirements specified in 23 05 93 - Appendix C: DALT AND TAB SUBMITTAL AND WORK SCHEDULE
included at the end of this section
[1.7.2 Projects with Phased Construction
NOTE: Ensure all aspects of the HVAC work, including DALT work and TAB work,
are incorporated in the contract's construction phases and fully covered in
the contract documents. Revise this paragraph accordingly based on your specific
project.
This specification section is structured as though the HVAC construction, and thereby the TAB work, will be completed
in a single phase. When the construction is completed in phases, the DALT work and TAB work must be planned,
completed, and accepted for each construction phase.
1.7.2.1 Phasing of Work
NOTE: In the following paragraph, DALT work is specified. If DALT work is not
required for a given project, delete references to DALT throughout. This is
facilitated by brackets locating these references to DALT work.
This specification section is structured as though the HVAC construction, and thereby the TAB work, is going
to be completed in a single phase[ in spite of the fact that there will be two seasons]. All elements of the
TAB work are addressed on this premise. When a contract is to be completed in construction phases, including
the TAB work, and the DALT work, the TAB work and DALT work must be planned for, completed and approved by the
Contracting Officer with each phase. An example of this case would be one contract that requires the rehabilitation
of the HVAC in each of several separated buildings. At the completion of the final phase, compile all approved
reports and submit as one document.
]1.7.3 DALT and TAB Submittal and Work Schedule
NOTE: The calendar day requirements specified should apply to many construction
projects. However, the specifier, when preparing this paragraph for a specific
contract, must review and modify this paragraph to suit the contract construction
schedule. Season 1 may be the season of maximum heating load or maximum cooling
load, depending upon construction schedule.
Submit this schedule,and TAB Schematic Drawings, adapted for this particular contract, to the Contracting Officer
(CO) for review and approval. Include with the submittal the planned calendar dates for each submittal or work
item. Resubmit an updated version for CO approval every 90 calendar days days. Compliance with the following
schedule is the Contractor's responsibility.
Qualify TAB Personnel: Within [45] [_____] calendar days after date of contract award, submit
TAB agency and personnel qualifications.
Pre-DALT/TAB Meeting: Within [30] [_____] calendar days after the date of approval of the TAB
agency and personnel, meet with the Contracting Officer's TAB representative.
Design Review Report: Within [60] [_____] calendar days after the date of the TAB agency personnel
qualifications approval, submit design review report.
Pre-Field DALT Preliminary Notification: On completion of the duct installation for each system,
notify the Contracting Officer in writing within 5 days after completion.
Ductwork Selected for DALT: Within 7 calendar days of Pre-Field DALT Preliminary Notification,
the Contracting Officer's TAB representative (COTR) will select which of the project ductwork
must be DALT'd.
DALT Field Work: Within 48 hours of COTR's selection, complete DALT field work on selected.
Submit Pre-final DALT Report: Within one working day after completion of DALT field work, submit
Pre-final DALT Report. Separate Pre-final DALT reports may be submitted to allow phased testing
from system to system.
DALT Work Field Check: Upon approval of the Pre-final DALT Report, schedule the COTR's DALT
field check work with the Contracting Officer.
Submit Final DALT Report: Within [15] [_____] calendar days after completion of successful
DALT Work Field Check, submit [Season 1] TAB report.
Pre-Field TAB Engineering Report: Within [_____] calendar days after approval of the TAB agency
Personnel Qualifications, submit the Pre-Field TAB Engineering Report.
Prerequisite HVAC Work Check Out List [For Season 1] and Advanced Notice For [Season 1] TAB
Field Work: At a minimum of [115] [_____] calendar days prior to CCD, submit [Season 1] prerequisite
HVAC work check out list certified as complete, and submit advance notice of commencement of
[Season 1] TAB field work.
NOTE: Choose one of the following options.
NOTE: Option 1: Normally, use the following four paragraphs, which requires
two separate trips within Season 1 to the contract site by the TAB field team
(the first for the TAB field work, the second for the TAB quality assurance
work) with the TAB report submitted between trips. This is intended to give
the design engineer time to review the TAB report before the field check of
that report is conducted.
[[Season 1] TAB Field Work: At a minimum of [90] [_____] calendar days prior to CCD, [and when
the ambient temperature is within Season 1 limits,] accomplish [Season 1] TAB field work.
Submit [Season 1] TAB Report: Within [15] [_____] calendar days after completion of [Season
1] TAB field work, submit [Season 1] TAB report.
[Season 1] TAB Field Check: [30] [_____] calendar days after Season 1 TAB report is approved
by the Contracting Officer, conduct [Season 1] field check.
Complete [Season 1] TAB Work: Prior to CCD, complete all TAB work [except Season 2 TAB work].]
NOTE: Option 2: Use the following two paragraphs when the contract site is
remote or the HVAC system is simple, and the specifier wants to reduce to one
the number of trips to the contract site by the TAB field team within Season
1 (TAB field work and TAB quality assurance accomplished in same trip). Renumber
remaining paragraphs appropriately.
[[Season 1] TAB Field Work: At a minimum of [90] [___] calendar days prior to CCD, [and when
the ambient temperature is within Season 1 limits,] accomplish [Season 1] TAB field work; submit
[Season 1] TAB report; and conduct [Season 1] field check.
Complete [Season 1] TAB Work: Prior to CCD, complete all TAB work [except Season 2 TAB work].]
NOTE: Include the remaining submittals and items of work only if there is a
season 2 TAB Work
[Prerequisite HVAC Work Check Out List For Season 2 and Advanced Notice For Season 2 TAB Field
Work: Within [150] [_____] calendar days after date of the commencement of the Season 1 TAB
field work, submit the Season 2 prerequisite HVAC work check out list certified as complete
and submit advance notice of commencement of Season 2 TAB field work.]
NOTE: Choose one of the following options.
NOTE: Option 1: Normally, use the following four paragraphs, which requires
two separate trips within Season 2 to the contract site by the TAB field team
(the first for the TAB field work, the second for the TAB quality assurance
work) with the TAB report submitted between trips. This is intended to give
the design engineer time to review the TAB report before the field check of
that report is conducted.
[Season 2 TAB Field Work: Within [180] [_____] calendar days after date of commencement of
the Season 1 TAB field work and when the ambient temperature is within Season 2 limits, accomplish
Season 2 TAB field work.
Submit Season 2 TAB Report: Within [15] [_____] calendar days after completion of Season 2
TAB field work, submit Season 2 TAB report.
Season 2 TAB Field Check: [30] [_____] calendar days after the Season 2 TAB report is approved
by the Contracting Officer, conduct Season 2 field check.
Complete Season 2 TAB Work: Within [15] [_____] calendar days after the completion of Season
2 TAB field data check, complete all TAB work.]
NOTE: Option 2: Use the following two paragraphs when the contract site is
remote, or the HVAC system is simple, and the specifier wants to reduce to one
the number of trips to the contract site by the TAB field team within Season
2 (TAB field work and TAB quality assurance accomplished in same trip). Renumber
remaining paragraphs appropriately.
[Season 2 TAB Field Work: Within [180] [_____] calendar days after date of commencement of
the Season 1 TAB field work and when the ambient temperature is within Season 2 limits, accomplish
[Season 2] TAB field work; submit [Season 2] TAB report; and conduct Season 2 field check.
Complete Season 2 TAB Work: Within [15] [_____] calendar days after the completion of Season
2 field data check, complete TAB work.]
1.7.3.1 Design Review Report
Submit typed report describing omissions and deficiencies in the HVAC system's design that would preclude the
TAB team from accomplishing the duct leakage testing work and the TAB work requirements of this section. Provide
a complete explanation including supporting documentation detailing the design deficiency. State that no deficiencies
are evident if that is the case.
1.7.3.2 Pre-Field DALT Preliminary Notification
a. Notification: On completion of the installation of each duct system indicated to be DALT'd,
notify the Contracting Officer in writing within 7 calendar days after completion.
1.7.3.3 Pre-Field TAB Engineering Report
Submit report containing the following information:
a. Step-by-step TAB procedure:
(1) Strategy: Describe the method of approach to the TAB field work from start to finish.
Include in this description a complete methodology for accomplishing each seasonal TAB field
work session.
(2) Air System Diagrams: Use the contract drawings and duct fabrication drawings if available
to provide air system diagrams in the report showing the location of all terminal outlet supply,
return, exhaust and transfer registers, grilles and diffusers. Use a key numbering system on
the diagrams which identifies each outlet contained in the outlet airflow report sheets. Show
intended locations of all traverses and static pressure readings.
(3) Procedural steps: Delineate fully the intended procedural steps to be taken by the TAB
field team to accomplish the required TAB work of each air distribution system and each water
distribution system. Include intended procedural steps for TAB work for subsystems and system
components.
b. Pre-field data: Submit AABC or NEBB or SMACNA 1780 data report forms with the following
pre-field information filled in:
(1) Design data obtained from system drawings, specifications, and approved submittals.
(2) Notations detailing additional data to be obtained from the contract site by the TAB field
team.
(3) Designate the actual data to be measured in the TAB field work.
(4) Provide a list of the types of instruments, and the measuring range of each, which are
anticipated to be used for measuring in the TAB field work. By means of a keying scheme, specify
on each TAB data report form submitted, which instruments will be used for measuring each item
of TAB data. If the selection of which instrument to use, is to be made in the field, specify
from which instruments the choice will be made. Place the instrument key number in the blank
space where the measured data would be entered.
c. Prerequisite HVAC work checkout list: Provide a list of inspections and work items which
are to be completed by the Contractor. This list must be acted upon and completed by the Contractor
and then submitted and approved by the Contracting Officer prior to the TAB team coming to the
contract site.
At a minimum, a list of the applicable inspections and work items listed in the NEBB PROCEDURAL STANDARDS
, Section III, "Preliminary TAB Procedures" under paragraphs titled, "Air Distribution System
Inspection" and "Hydronic Distribution System Inspection" must be provided for each separate
system to be TAB'd.
1.8 SUBCONTRACTOR SPECIAL REQUIREMENTS
[Perform all work in this section in accordance with the paragraph entitled "Subcontractor Special Requirements"
in Section 01 30 00 ADMINISTRATIVE REQUIREMENTS, stating that all contract requirements of this section must
be accomplished directly by a first tier subcontractor. No work may be performed by a second tier subcontractor.]
1.9 WARRANTY
Furnish workmanship and performance warranty for the [DALT and ] TAB system work performed for a period not less
than [1] [2] [3] [5] [_____] years from the date of Government acceptance of the work; issued directly to the
Government. Include provisions that if within the warranty period the system shows evidence of major performance
deterioration, or is significantly out of tolerance, resulting from defective TAB or DALT workmanship, the corrective
repair or replacement of the defective materials and correction of the defective workmanship is the responsibility
of the TAB firm. Perform corrective action that becomes necessary because of defective materials and workmanship
while system TAB and DALT is under warranty 7 days after notification, unless additional time is approved by
the Contracting Officer. Failure to perform repairs within the specified period of time constitutes grounds
for having the corrective action and repairs performed by others and the cost billed to the TAB firm. The Contractor
must also provide a [1] [2] [3] [5] [_____] year contractor installation warranty.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
3.1 WORK DESCRIPTIONS OF PARTICIPANTS
Comply with requirements of this section as specified in 23 05 93 - Appendix A WORK DESCRIPTIONS OF PARTICIPANTS
.
3.2 PRE-DALT/TAB MEETING
NOTE: Inclusion of this meeting requirement in the specification is based on
the complexity of the HVAC systems and the location of the contract site.
Meet with the Contracting Officer's technical representative (COTR)[and the designing engineer of the HVAC systems]
to develop a mutual understanding relative to the details of the DALT work and TAB work requirements. Ensure
that the TAB supervisor is present at this meeting. Requirements to be discussed include required submittals,
work schedule, and field quality control.
3.3 DALT PROCEDURES
NOTE: It is the designer's decision/responsibility to decide whether, or not,
to require duct air leak testing in accordance with this section. Subjecting
duct systems to acceptance testing likely results in higher quality ductwork.
Only very simple duct systems, such as low velocity ductwork within a single
room, do not justify DALT testing. Indicate on the drawings a duct construction
schedule that defines the DALT test requirements, including each applicable
HVAC duct system ID or mark, duct pressure class, duct seal class, and duct
leakage test pressure. Refer to SMACNA Leakage Test Mnl, Appendix B, "Sample
Leakage Analysis" for guidance in determining leakage test pressures.
3.3.1 Instruments, Consumables and Personnel
Provide instruments, consumables and personnel required to accomplish the DALT field work. Follow the same basic
procedure specified below for TAB Field Work, including maintenance and calibration of instruments, accuracy
of measurements, preliminary procedures, field work, workmanship and treatment of deficiencies. Calibrate and
maintain instruments in accordance with manufacturer's written procedures.
3.3.2 Advance Notice of Pre-Final DALT Field Work
On completion of the installation of each duct system indicated to be DALT'd, notify the Contracting Officer
in writing prior to the COTR's duct selection field visit.
3.3.3 Ductwork To Be DALT'd
From each duct system indicated as subject to DALT, the COTR will randomly select sections of each completed
duct system for testing by the Contractor's TAB Firm. The sections selected will not exceed 20 percent of the
total measured linear footage of duct systems indicated as subject to DALT. Sections of duct systems subject
to DALT will include 20 percent of main ducts, branch main ducts, branch ducts and plenums for supply, return,
exhaust, and plenum ductwork.
[It is acceptable for an entire duct system to be DALT'd instead of disassembling that system in order to DALT
only the 20 percent portion specified above.]
3.3.4 DALT Testing
Perform DALT on the HVAC duct sections of each system as selected by the COTR. Use the duct class, seal class,
leakage class and the leak test pressure data indicated on the drawings, to comply with the procedures specified
in SMACNA 1143.
In spite of specifications of SMACNA 1143 to the contrary, DALT ductwork of construction class of 746 Pa 3-inch
water gauge static pressure and below if indicated to be DALT'd. Complete DALT work on the COTR selected ductwork
within 48 hours after the particular ductwork was selected for DALT. Separately conduct DALT work for large
duct systems to enable the DALT work to be completed in 48 hours.
3.3.5 Pre-final DALT Report
After completion of the DALT work, prepare a Pre-final DALT Report meeting the additional requirements specified
in UFGS-23 05 93 - Appendix B REPORTS - DALT and TAB. Data required by those data report forms shall be furnished
by the TAB team. Prepare the report neatly and legibly; the Pre-final DALT report shall provide the basis for
the Final DALT Report.
TAB supervisor shall review, approve and sign the Pre-Final DALT Report and submit this report within one day
of completion of DALT field work. Verbally notify the Contracting Officer's TAB representative that the field
check of the Pre-Final DALT Report data can commence.
After completion of the DALT work, prepare a Pre-final DALT Report using the reporting forms specified. TAB
team to furnish data required by those data report forms . Prepare the report neatly and legibly; the Pre-final
DALT report is the basis for the Final DALT Report. TAB supervisor must review and certify the Pre-final DALT
Report and submit this report within one day of completion of DALT field work. Verbally notify the Contracting
Officer's TAB representative that the field check of the Pre-final DALT Report data can commence.
3.3.6 Quality Assurance - COTR DALT Field Acceptance Testing
In the presence of the COTR and TAB team field leader, verify for accuracy Pre-final DALT Report data selected
by the COTR. For each duct system, this acceptance testing shall be conducted on a maximum of 50 percent of
the duct sections DALT'd..
Further, if any data on the Pre-final DALT report form for a given duct section is out-of-tolerance, then field
acceptance testing shall be conducted on data for one additional duct section, preferably in the same duct system,
in the presence of the COTR.
3.3.7 Additional COTR Field Acceptance Testing
If any of the duct sections checked for a given system are determined to have a leakage rate measured that exceeds
the leakage rate allowed by SMACNA Leak Test Manual for an indicated duct construction class and sealant class,
terminate data checking for that section. The associated Pre-final DALT Report data for the given duct system
will be disapproved. Make the necessary corrections and prepare a revised Pre-final DALT Report. Reschedule
a field check of the revised report data with the Contracting Officer's TAB representative.
3.3.8 Certified Final DALT Report
On successful completion of all field checks of the Pre-final DALT Report data for all systems, the TAB Supervisor
is to assemble, review, certify and submit the Final DALT Report to the Contracting Officer for approval.
On successful completion of all field checks of the Pre-Final DALT Report data for all systems, the TAB Supervisor
shall assemble, review, approve, sign and submit the Final DALT Report in compliance with 23 05 93 - Appendix
B REPORTS - DALT and TAB to the Contracting Officer for approval.
3.3.9 Prerequisite for TAB Field Work
Do not commence TAB field work prior to the completion and approval, for all systems, of the Final DALT Report.
3.4 TAB PROCEDURES
3.4.1 TAB Field Work
Test, adjust, and balance the listed HVAC systems to the state of operation indicated on and specified in the
contract design documents. That is, comply with the the requirements of AABC MN-1 [and AABC MN-4],[ NEBB PROCEDURAL STANDARDS
, NEBB MASV,] or SMACNA 1780 (TABB) and SMACNA 1858 (TABB),except as supplemented and modified by this section.[
Provide instruments and consumables required to accomplish the TAB work. Calibrate and maintain instruments
in accordance with manufacturer's written procedures.]
NOTE: For those projects having only a single season TAB report, delete the
last sentence of the following paragraph.
Test, adjust, and balance the listed HVAC systems to the state of operation indicated on and specified in the
contract design documents. Conduct TAB work, including measurement accuracy, and sound measurement work in conformance
with the AABC MN-1 and AABC MN-4, or NEBB TABES and NEBB MASV, or SMACNA 1780 (used by TABB) and SMACNA 1858
sound measurement procedures, except as supplemented and modified by this section.[ The only water flow and
air flow reporting which can be deferred until the Season 2 is that data which would be affected in terms of
accuracy due to outside ambient conditions.]
3.4.2 Preliminary Procedures
Use the approved pre-field engineering report as instructions and procedures for accomplishing TAB field work.
TAB engineer is to locate, in the field, test ports required for testing. It is the responsibility of the sheet
metal contractor to provide and install test ports as required by the TAB engineer.
3.4.3 TAB Air Distribution Systems
NOTE: Edit, delete, and add to the paragraphs below to ensure that air distribution
systems indicated on project drawings are listed for TAB work. Explicitly identify
new and existing systems and components which are to be TAB'd. Exercise particular
care in defining existing systems and components. Specify the systems identically
to labeling and terminology used on project drawings. Delete the subparts which
do not apply to your project.
3.4.3.1 Units With Coils
Report heating and cooling performance capacity tests for hot water, chilled water, DX and steam coils for the
purpose of verifying that the coils meet the indicated design capacity. Submit the following data and calculations
with the coil test reports:
a. For air handlers with capacities greater than 26,370 Watts 7.5 tons (90,000 Btu) cooling,
such as factory manufactured units, central built-up units and rooftop units, conduct capacity
tests in accordance with AABC MN-4, procedure 3.5, "Coil Capacity Testing."
Do not determine entering and leaving wet and dry bulb temperatures by single point measurement,
but by the average of multiple readings in compliance with paragraph 3.5-5, "Procedures", (in
subparagraph d.) of AABC MN-4, Procedure 3.5, "Coil Capacity Testing."
Submit part-load coil performance data from the coil manufacturer converting test conditions
to design conditions; use the data for the purpose of verifying that the coils meet the indicated
design capacity in compliance with AABC MN-4, Procedure 3.5, "Coil Capacity Testing," paragraph
3.5.7, "Actual Capacity Vs. Design Capacity" (in subparagraph c.).
b. For units with capacities of 26370 Watts 7.5 tons (90,000 Btu) or less, such as fan coil
units, duct mounted reheat coils associated with VAV terminal units, and unitary units, such
as through-the-wall heat pumps:
Determine the apparent coil capacity by calculations using single point measurement of entering
and leaving wet and dry bulb temperatures; submit the calculations with the coil reports.
3.4.3.2 Air Handling Units
Air handling unit systems including fans (air handling unit fans, exhaust fans and winter ventilation fans),
coils, ducts, plenums, mixing boxes, terminal units, variable air volume boxes, and air distribution devices
for supply air, return air, outside air, mixed air relief air, and makeup air.
[3.4.3.3 Rooftop Air Conditioning
Rooftop air conditioning systems including fans, coils, ducts, plenums, and air distribution devices for supply
air, return air, and outside air.
For refrigeration compressors/condensers/condensing units/evaporators, report data as required by NEBB, AABC,
and TABB standard procedures, including refrigeration operational data.
][3.4.3.4 Heating and Ventilating Units
Heating and ventilating unit systems including fans, coils, ducts, plenums, roof vents, registers, diffusers,
grilles, and louvers for supply air, return air, outside air, and mixed air.
][3.4.3.5 Makeup Air Units
Makeup air unit systems including fans, coils, ducts, plenums, registers, diffusers, grilles, and louvers for
supply air, return air, outside air, and mixed air.
][3.4.3.6 Return Air Fans
Return air fan system including fan ducts, plenums, registers, diffusers, grilles, and louvers for supply air,
return air, outside air, and mixed air.
][3.4.3.7 Fan Coils
Fan coil unit systems including fans, coils, ducts, plenums, and air distribution devices for supply air, return
air, and outside air.
][3.4.3.8 Exhaust Fans
Exhaust fan systems including fans, ducts, plenums, grilles, and hoods for exhaust air.
][3.4.3.9 Cabinet Heaters
][3.4.3.10 Cooling Units
][3.4.3.11 Door Heaters
Door heater systems, including fans, coils, and diffusers.
][3.4.3.12 Unit Heaters
][3.4.4 TAB Water Distribution Systems
NOTE: Edit, delete, and add to the paragraphs below to ensure that water distribution
systems indicated on project drawings are listed for TAB work. Explicitly identify
new and existing systems and components which are to be TAB'd. Exercise particular
care in defining existing systems and components. Specify the systems identically
to labeling and terminology used on project drawings.
3.4.4.1 Chilled Water
Chilled water systems including chillers, condensers, cooling towers, pumps, coils, system balance valves and
flow measuring devices.
For water chillers, report data as required by AABC, NEBB and TABB standard procedures, including refrigeration
operational data.
3.4.4.2 Heating Hot Water
Heating hot water systems including boilers, hot water converters (e.g., heat exchangers), pumps, coils, system
balancing valves and flow measuring devices.
3.4.4.3 Dual Temperature Water
Dual temperature water systems including boilers, converters, chillers, condensers, cooling towers, pumps, coils,
and system balancing valves, and flow measuring devices.
][3.4.5 Sound Measurement Work
3.4.5.1 Areas To Be Sound Measured
In the following spaces, measure and record the sound power level for each octave band listed in ASHRAE HVAC APP SI HDBK
Noise Criteria:
a. All HVAC mechanical rooms, including machinery spaces and other spaces containing HVAC power
drivers and power driven equipment.
b. All spaces sharing a common barrier with each mechanical room, including rooms overhead,
rooms on the other side of side walls, and rooms beneath the mechanical room floor.
NOTE: Select representative non-mechanical rooms which are occupied by any
personnel and are served by each type of primary HVAC air moving system and
HVAC water moving systems. Include rooms served by like primary systems which
have significantly different sound affecting configurations. List, in the subparagraphs
below, the rooms to be sound measured that will accomplish the aforementioned
sound assessment philosophy. List the rooms by terminology identical to labeling
indicated on drawings.
[c. AHU No. 1 System: Rooms: [_____]]
[d. [_____] System: Rooms: [_____]]
[e. [_____] System: Rooms: [_____]]
3.4.5.2 Procedure
Measure sound levels in each room, when unoccupied except for the TAB team, with all HVAC systems that would
cause sound readings in the room operating in their noisiest mode. Record the sound level in each octave band.
Attempt to mitigate the sound level and bring the level to within the specified ASHRAE HVAC APP SI HDBK ASHRAE HVAC APP IP HDBK
noise criteria goals, if such mitigation is within the TAB team's control. State in the report the ASHRAE HVAC APP SI HDBK
ASHRAE HVAC APP IP HDBK noise criteria goals. If sound level cannot be brought into compliance, provide written
notice of the deficiency to the Contractor for resolution or correction.
3.4.5.3 Timing
Measure sound levels at times prescribed by AABC or NEBB or TABB.
3.4.5.4 Meters
Measure sound levels with a sound meter complying with ASA S1.4, Type 1 or 2, and an octave band filter set complying
with ASA S1.11. Use measurement methods for overall sound levels and for octave band sound levels as prescribed
by NEBB.
3.4.5.5 Calibration
Calibrate sound levels as prescribed by AABC or NEBB or TABB, except that calibrators emitting a sound pressure
level tone of 94 dB at 1000 hertz (Hz) are also acceptable.
3.4.5.6 Background Noise Correction
Determine background noise component of room sound (noise) levels for each (of eight) octave bands as prescribed
by AABC or NEBB or TABB.
][3.4.6 TAB Work on Performance Tests Without Seasonal Limitations
NOTE: Choose one of the following options: TAB without Seasonal Limitations,
or TAB with Seasonal Limitations..
NOTE: Choose the text immediately below or the text below entitled "TAB Work
On Performance Tests Within Seasonal Limitations." Use the text immediately
below in the case where the winter outdoor design dry bulb temperature and the
summer outdoor design dry bulb temperature are within 19.4 degrees C 35 degrees
F of each other. This will reduce the number of trips to the contract site
from two (one per season) to one for performance testing by the TAB field team.
Use the second option, in the other cases.
3.4.6.1 Performance Tests
In addition to the TAB proportionate balancing work on the air distribution systems and the water distribution
systems, accomplish TAB work on the HVAC systems which directly transfer thermal energy. TAB the operational
performance of the [heating systems] [and] [cooling systems].
3.4.6.2 Ambient Temperatures
On each tab report form used for recording data, record the outdoor and indoor ambient dry bulb temperature range
and the outdoor and indoor ambient wet bulb temperature range within which the report form's data was recorded.
Record these temperatures at beginning and at the end of data taking.
[3.4.6.3 Sound Measurements
Comply with paragraph entitled "Sound Measurement Work," specifically, the requirement that a room must be operating
in its noisiest mode at the time of sound measurements in the room. The maximum noise level measurements could
depend on seasonally related heat or cooling transfer equipment.
][3.4.6.4 Water Chillers
For water chillers, report data as required by NEBB Form TAB 15-83, NEBB PROCEDURAL STANDARDS, including refrigeration
operational data.
][3.4.6.5 Refrigeration Units
For refrigeration compressors/condensers/condensing units, report data as required by NEBB Form TAB 15-83, NEBB PROCEDURAL STANDARDS
, including refrigeration operational data.
]3.4.6.6 Coils
Report heating and cooling performance capacity tests for [hot water], [chilled water], [DX] [and steam coils]
for the purpose of verifying that the coils meet the indicated design capacity. Submit the following data and
calculations with the coil test reports:
[a. For Central station air handlers with capacities greater than 26,370 Watts 7.5 tons (90,000
Btu) cooling, such as factory manufactured units, central built-up units and rooftop units,
conduct capacity tests in accordance with AABC MN-4, procedure 3.5, "Coil Capacity Testing".
Entering and leaving wet and dry bulb temperatures are not determined by single point measurement,
but the average of multiple readings in compliance with paragraph 3.5-5, "Procedures", (in subparagraph
d.) of AABC MN-4, Procedure 3.5, "Coil Capacity Testing."
Submit part-load coil performance data from the coil manufacturer converting test conditions
to design conditions; use the data for the purpose of verifying that the coils meet the indicated
design capacity in compliance with AABC MN-4, Procedure 3.5, "Coil Capacity Testing," paragraph
3.5.7, "Actual Capacity Vs. Design Capacity" (in subparagraph c.).]
[b. For units with capacities of 26370 Watts 7.5 tons (90,000 Btu) or less, such as fan coil
units, duct mounted reheat coils associated with VAV terminal units, and unitary units, such
as through-the-wall heat pumps:
Determine the apparent coil capacity by calculations using single point measurement of entering
and leaving wet and dry bulb temperatures; submit the calculations with the coil reports.]
][3.4.7 TAB Work on Performance Tests With Seasonal Limitations
NOTE: Choose the text immediately below, or the text above entitled "TAB Work
On Performance Tests Without Seasonal Limitations." Refer to technical note
immediately above. The text immediately below requires one trip each for Seasons
1 and 2.
3.4.7.1 Performance Tests
Accomplish proportionate balancing TAB work on the air distribution systems and water distribution systems, in
other words, accomplish adjusting and balancing of the air flows and water flows, any time during the duration
of this contract, subject to the limitations specified elsewhere in this section. However, accomplish, within
the following seasonal limitations, TAB work on HVAC systems which directly transfer thermal energy.
3.4.7.2 Season Of Maximum Load
Visit the contract site for at least two TAB work sessions for TAB field measurements. [Visit the contract site
during the season of maximum heating load] [and] [visit the contract site during the season of maximum cooling
load], the goal being to TAB the operational performance of the [heating systems] [and] [cooling systems] under
their respective maximum outdoor environment-caused loading. During the seasonal limitations, TAB the operational
performance of the [heating systems] [and] [cooling systems].
3.4.7.3 Ambient Temperatures
On each tab report form used for recording data, record the outdoor and indoor ambient dry bulb temperature range
and the outdoor and indoor ambient wet bulb temperature range within which the report form's data was recorded.
Record these temperatures at beginning and at the end of data taking.
3.4.7.4 Sound Measurements
Comply with paragraph entitled "Sound Measurement Work," specifically, the requirement that a room must be operating
in its noisiest mode at the time of sound measurements in the room. The maximum noise level measurements could
depend on seasonally related heat or cooling transfer equipment.
[3.4.7.5 Water Chillers
Water chillers: For water chillers,report data as required by NEBB Form TAB 15-83, NEBB PROCEDURAL STANDARDS
, including refrigeration operational data.
][3.4.7.6 Refrigeration Units
For refrigeration compressors/condensers/condensing units,report data as required by NEBB Form TAB 15-83, NEBB PROCEDURAL STANDARDS
, including refrigeration operational data.
][3.4.7.7 Coils
Report heating and cooling performance capacity tests for [hot water], [chilled water], [DX] [and steam coils]
for the purpose of verifying that the coils meet the indicated design capacity. Submit the following data and
calculations with the coil test reports:
a. For Central station air handlers with capacities greater than 26,370 Watts 7.5 tons (90,000
Btu) cooling, such as factory manufactured units, central built-up units and rooftop units,
conduct capacity tests in accordance with AABC MN-4, procedure 3.5, "Coil Capacity Testing."
Entering and leaving wet and dry bulb temperatures are not determined by single point measurement,
but by the average of multiple readings in compliance with paragraph 3.5-5, "Procedures", (in
subparagraph d.) of AABC MN-4, Procedure 3.5, "Coil Capacity Testing."
Submit part-load coil performance data from the coil manufacturer converting test conditions
to design conditions; use the data for the purpose of verifying that the coils meet the indicated
design capacity in compliance with AABC MN-4, Procedure 3.5, "Coil Capacity Testing," paragraph
3.5.7, "Actual Capacity Vs. Design Capacity" (in subparagraph c.).
b. For units with capacities of 26370 Watts 7.5 tons (90,000 Btu) or less, such as fan coil
units, duct mounted reheat coils associated with VAV terminal units, and unitary units, such
as through-the-wall heat pumps:
Determine the apparent coil capacity by calculations using single point measurement of entering
and leaving wet and dry bulb temperatures; submit the calculations with the coil reports.
]][3.4.8 Workmanship
Conduct TAB work on specified HVAC systems, as installed, until measured flow rates are equal to the design flow
rates as specified or indicated on the contract documents. This TAB work includes adjustment of balancing valves,
balancing dampers, and sheaves. Further, this TAB work includes changing out fan sheaves and pump impellers
if required to obtain air and water flow rates specified or indicated. If, with these adjustments and equipment
changes, the specified or indicated design flow rates cannot be attained, contact the Contracting Officer for
direction.
]3.4.9 Deficiencies
Strive to meet the intent of this section to maximize the performance of the equipment as designed and installed.
However, if deficiencies in equipment design or installation prevent TAB work from being accomplished within
the range of design values specified in the paragraph entitled "Workmanship," provide written notice as soon
as possible to the Contractor and the Contracting Officer describing the deficiency and recommended correction.
Responsibility for correction of installation deficiencies is the Contractor's. If a deficiency is in equipment
design, call the TAB team supervisor for technical assistance. Responsibility for reporting design deficiencies
to Contractor is the TAB team supervisor's.
3.4.10 TAB Reports
Additional requirements for TAB Reports are specified in 23 05 93 - Appendix B REPORTS - DALT and TAB
NOTE: Choose one of the options below.
NOTE: Option 1: Normally, use the following paragraph, which requires two
separate trips within a season to the contract site by the TAB field team (the
first for the TAB field work, the second for the TAB quality assurance work)
with the TAB report submitted between the trips. This is intended to give the
design engineer time to review the TAB report before the quality assurance field
check of that report is conducted.
[After completion of the TAB field work, prepare the TAB field data for TAB supervisor's review and certification,
using the reporting forms approved in the pre-field engineering report. Data required by those approved data
report forms is to be furnished by the TAB team. Except as approved otherwise in writing by the Contracting
Officer, the TAB work and thereby the TAB report is considered incomplete until the TAB work is accomplished
to within the accuracy range specified in the paragraph entitled "Workmanship."]
NOTE: Option 2: Use the following paragraph when the contract site is remote
or the HVAC system is simple, and the specifier wants to reduce to one the number
of trips to the contract site by the TAB field team within a season. (TAB field
work and TAB quality assurance accomplished in same trip).
[After completion of the TAB work, prepare a pre-final TAB report using the reporting forms approved in the pre-field
engineering report. Data required by those approved data report forms is to be furnished by the TAB team. Except
as approved otherwise in writing by the Contracting Officer, the TAB work and the TAB report is considered incomplete
until the TAB work is accomplished to within the accuracy range specified in the paragraph entitled "Workmanship"
of this section.
Prepare the report neatly and legibly; the pre-final TAB report is the final TAB report minus the TAB supervisor's
review and certification. Obtain, at the contract site, the TAB supervisor's review and certification of the
TAB report.
Verbally notify the Contracting Officer's TAB representative that the field check of the TAB report data can
commence; give this verbal notice 48 hours in advance of field check commencement. Do not schedule field check
of the TAB report until the specified workmanship requirements have been met or written approval of the deviations
from the requirements have been received from the Contracting Officer.]
3.4.11 Quality Assurance - COTR TAB Field Acceptance Testing
3.4.11.1 TAB Field Acceptance Testing
During the field acceptance testing, verify, in the presence of the Contracting Officer's TAB representative,
random selections of data (water, air quantities, air motion, [sound level readings]) recorded in the TAB Report.
Points and areas for field acceptance testing are to be selected by the Contracting Officer's TAB representative.
Measurement and test procedures are the same as approved for TAB work for the TAB Report.
Field acceptance testing includes verification of TAB Report data recorded for the following equipment groups:
Group 1: All chillers, boilers, return fans, computer room units, and air handling units (rooftop and
central stations).
Group 2: 25% of the VAV terminal boxes and associated diffusers and registers.
Group 3: 25% of the supply diffusers, registers, grilles associated with constant volume air handling
units.
Group 4: 25% of the return grilles, return registers, exhaust grilles and exhaust registers.
Group 5: 25% of the supply fans, exhaust fans, and pumps.
Further, if any data on the TAB Report for Groups 2 through 5 is found not to fall within the range of plus 5
to minus 5 percent of the TAB Report data, additional group data verification is required in the presence of
the COTR. Verify TAB Report data for one additional piece of equipment in that group. Continue this additional
group data verification until out-of-tolerance data ceases to be found.
3.4.11.2 Additional COTR TAB Field Acceptance Testing
If any of the acceptance testing measurements for a given equipment group is found not to fall within the range
of plus 5 to minus 5 percent of the TAB Report data, terminate data verification for all affected data for that
group. The affected data for the given group will be disapproved. Make the necessary corrections and prepare
a revised TAB Report. Reschedule acceptance testing of the revised report data with the Contracting Officer's
TAB representative.
Further, if any data on the TAB Report for a given field acceptance test group is out-of-tolerance, then field
test data for one additional field test group as specified herein. Continue this increase field test work until
out-of-tolerance data ceases to to be found. This additional field testing is up and above the original 25 percent
of the of reported data entries to be field tested.
If there are no more similar field test groups from which to choose, additional field testing from another, but
different, type of field testing group must be tested.
3.4.11.3 Prerequisite for Approval
Compliance with the field acceptance testing requirements of this section is a prerequisite for the final Contracting
Officer approval of the TAB Report submitted.
3.5 MARKING OF SETTINGS
Upon the final TAB work approval, permanently mark the settings of HVAC adjustment devices including valves,
gauges, splitters, and dampers so that adjustment can be restored if disturbed at any time. Provide permanent
markings clearly indicating the settings on the adjustment devices which result in the data reported on the submitted
TAB report.
3.6 MARKING OF TEST PORTS
The TAB team is to permanently and legibly mark and identify the location points of the duct test ports. If
the ducts have exterior insulation, make these markings on the exterior side of the duct insulation. Show the
location of test ports on the as-built mechanical drawings with dimensions given where the test port is covered
by exterior insulation.
3.7 APPENDICES
UFGS-23 05 93 - Appendix A WORK DESCRIPTIONS OF PARTICIPANTS
UFGS-23 05 93 - Appendix B REPORTS - DALT and TAB
UFGS-23 05 93 - Appendix C DALT AND TAB SUBMITTAL AND WORK SCHEDULE
UFGS-23 05 93 - Appendix A
WORK DESCRIPTIONS OF PARTICIPANTS
The Contractor is responsible for ensuring compliance with all requirements of this specification section. However,
the following delineation of specific work items is provided to facilitate and co-ordinate execution of the various
work efforts by personnel from separate organizations.
1. Contractor
a. HVAC documentation: Provide pertinent contract documentation to the TAB Firm, to include the following:
the contract drawings and specifications; copies of the approved submittal data for all HVAC equipment,
air distribution devices, and air/water measuring/balancing devices; the construction work schedule;
and other applicable documents requested by the TAB Firm. Provide the TAB Firm copies of contract revisions
and modifications as they occur.
b. Schedules: Ensure the requirements specified under the paragraph "DALT and TAB Schedule" are met.
c. Pre-DALT and TAB meeting: Arrange and conduct the Pre-DALT and TAB meeting. Ensure that a representative
is present for the sheet metal contractor, the mechanical contractor, the electrical contractor, and
the automatic temperature controls contractor.
d. Coordinate Support: Provide and coordinate support personnel required by the TAB Firm in order to
accomplish the DALT and TAB field work. Support personnel may include factory representatives, HVAC
controls installers, HVAC equipment mechanics, sheet metal workers, pipe fitters, and insulators. Ensure
support personnel are present at the work site at the times required.
e. Correct Deficiencies: Ensure the notifications of Construction Deficiencies are provided as specified
herein. Refer to the paragraph entitled "Construction Deficiencies." Correct each deficiency as soon
as practical with the Contracting Officer, and submit revised schedules and other required documentation.
f. Pre-TAB Work Checklists: Complete check out and debugging of HVAC equipment, ducts, and controls
prior to the TAB engineer arriving at the project site to begin the TAB work. Debugging includes searching
for and eliminating malfunctioning elements in the HVAC system installations, and verifying all adjustable
devices are functioning as designed. Include as pre-TAB work checklist items, the deficiencies pointed
out by the TAB team supervisor in the design review report.
Prior to the TAB field team's arrival, ensure completion of the applicable inspections and work items
listed in the TAB team supervisor's DALT and TAB Work Procedures Summary. Do not allow the TAB team
to commence TAB field work until all of the following are completed.
g. Give Notice of Testing: Submit advance notice of TAB field work accompanied by completed prerequisite
HVAC Work List
h. Insulation work: Ensure that no insulation is shall not be installed on ducts to be DALT'd until
DALT work on the subject ducts is complete.
Ensure the duct and piping systems are properly insulated and vapor sealed upon the successful completion
and acceptance of the DALT and TAB work.
2. TAB Team Supervisor
a. Overall management: Supervise and manage the overall TAB team work effort, including preliminary
and technical DALT and TAB procedures and TAB team field work.
b. Schedule: Ensure the requirements specified under the paragraph "DALT and TAB Schedule" are met.
c. Submittals: Provide the submittals specified herein.
d. Pre-DALT/TAB meeting: Attend meeting with Contractor. Ensure TAB personnel that will be involved
in the TAB work under this contract attend the meeting.
e. Design Review Report: Submit typed report describing omissions and deficiencies in the HVAC system's
design that would preclude the TAB team from accomplishing the duct leakage testing work and the TAB
work requirements of this section. Provide a complete explanation including supporting documentation
detailing the design deficiency. State that no deficiencies are evident if that is the case.
f. Support required: Specify the technical support personnel required from the Contractor other than
the TAB agency; such as factory representatives for temperature controls or for complex equipment. Inform
the Contractor in writing of the support personnel needed and when they are needed. Furnish the notice
as soon as the need is anticipated, either with the design review report, or the DALT and TAB Procedures
Summary, the during the DALT or TAB field work.
Ensure the Contractor is properly notified and aware of all support personnel needed to perform the TAB
work. Maintain communication with the Contractor regarding support personnel throughout the duration
of the TAB field work, including the TAB field acceptance testing checking.
Ensure all inspections and verifications for the Pre-Final DALT and Pre-TAB Checklists are completely
and successfully conducted before DALT and TAB field work is performed.
g. Advance Notice: Monitor the completion of the duct system installations and provide the Advance
Notice for Pre-Final DALT field work as specified herein.
h. Technical Assistance: Provide technical assistance to the DALT and TAB field work.
i. Deficiencies Notification: Ensure the notifications of Construction Deficiencies are provided as
specified herein. Comply with requirements of the paragraph entitled "Construction Deficiencies." Resolve
each deficiency as soon as practical and submit revised schedules and other required documentation.
j. Procedures: Develop the required TAB procedures for systems or system components not covered in the
TAB Standard.
3. TAB Team Field Leader
a. Field manager: Manage, in the field, the accomplishment of the work specified in Part 3, "Execution."
b. Full time: Be present at the contract site when DALT field work or TAB field work is being performed
by the TAB team; ensure day-to-day TAB team work accomplishments are in compliance with this section.
c. Prerequisite HVAC work: Do not bring the TAB team to the contract site until a copy of the prerequisite
HVAC work list, with all work items certified by the Contractor to be working as designed, reaches the
office of the TAB Agency.
UFGS-23 05 93 - Appendix B
REPORTS - DALT and TAB
All submitted documentation must be typed, neat, and organized. All reports must have a waterproof front and
back cover, a title page, a certification page, sequentially numbered pages throughout, and a table of contents.
Tables, lists, and diagrams must be titled. Generate and submit for approval the following documentation:
1. DALT and TAB Work Execution Schedule
Submit a detailed schedule indicating the anticipated calendar date for each submittal and each portion of work
required under this section. For each work entry, indicate the support personnel (such as controls provider,
HVAC mechanic, etc.) that are needed to accomplish the work. Arrange schedule entries chronologically.
2. DALT and TAB Procedures Summary
Submit a detailed narrative describing all aspects of the DALT and TAB field work to be performed. Clearly distinguish
between DALT information and TAB information. Include the following:
a. A list of the intended procedural steps for the DALT and TAB field work from start to finish. Indicate
how each type of data measurement will be obtained. Include what Contractor support personnel are required
for each step, and the tasks they need to perform.
b. A list of the project's submittals that are needed by the TAB Firm in order to meet this Contract's
requirements.
c. The schematic drawings to be used in the required reports, which may include building floor plans,
mechanical room plans, duct system plans, and equipment elevations. Indicate intended TAB measurement
locations, including where test ports need to be provided by the Contractor.
d. The data presentation forms to be used in the report, with the preliminary information and initial
design values filled in.
e. A list of DALT and TAB instruments to be used, edited for this project, to include the instrument
name and description, manufacturer, model number, scale range, published accuracy, most recent calibration
date, and what the instrument will be used for on this project.
f. A thorough checklist of the work items and inspections that need to be accomplished before DALT field
work can be performed. The Contractor must complete, submit, and receive approval of the Completed Pre-Final
DALT Work Checklist before DALT field work can be accomplished.
g. A thorough checklist of the work items and inspections that need to be accomplished before the [Season
1 ]TAB field work can be performed. The Contractor must complete, submit, and receive approval of the
Completed [Season 1 ]Pre-TAB Work Checklist before the [Season 1 ]TAB field work can be accomplished.
[h. A thorough checklist of the work items and inspections that need to be accomplished before the Season
2 TAB field work can be performed. The Contractor must complete, submit, and receive approval of the
Completed Season 2 Pre-TAB Work Checklist before the Season 2 TAB field work can be accomplished.]
i. The checklists specified above shall be individually developed and tailored specifically for the
work under this contract. Refer to NEBB PROCEDURAL STANDARDS, Section III, "Preliminary TAB Procedures"
under the paragraphs titled, "Air Distribution System Inspection" and "Hydronic Distribution System Inspection"
for examples of items to include in the checklists.
3. Design Review Report
Submit report containing the following information:
a. Review the contract specifications and drawings to verify that the TAB work can be successfully accomplished
in compliance with the requirements of this section. Verify the presence and location of permanently
installed test ports and other devices needed, including gauge cocks, thermometer wells, flow control
devices, circuit setters, balancing valves, and manual volume dampers.
b. Submit a typed report describing omissions and deficiencies in the HVAC system's design that would
preclude the TAB team from accomplishing the DALT work and the TAB work requirements of this section.
Provide a complete explanation including supporting documentation detailing the design deficiency. If
no deficiencies are evident, state so in the report.
4. Pre-Final DALT Report for COTR DALT Field Checks
Report the data for the Pre-Final DALT Report meeting the following requirements:
a. Submit a copy of the approved DALT and TAB Procedures Summary: Provide notations describing how
actual field procedures differed from the procedures listed.
b. Report format: Submit a comprehensive report for the DALT field work data using data presentation
forms equivalent to the "Air Duct Leakage Test Summary Report Forms" located in the SMACNA 1143. In
addition, submit in the report, a marked duct shop drawing which identifies each section of duct tested
with assigned node numbers for each section. Node numbers shall be included in the completed report
forms to identify each duct section.
c. Calculations: Include a copy of all calculations prepared in determining the duct surface area of
each duct test section. Include in the DALT reports copy(s) of the calibration curve for each of the
DALT test orifices used for testing.
d. Instruments: List the types of instruments actually used to measure the data. Include in the listing
each instrument's unique identification number, calibration date, and calibration expiration date. Instruments
are to be calibrated within one year of the date of use in the field; instrument calibration is to be
traceable to the measuring standards of the National Institute of Standards and Technology.
d. TAB Supervisor Approval: Include on the submitted report the typed name of the TAB supervisor and
the dated signature of the TAB supervisor.
5. Final DALT Report
On successful completion of all COTR field checks of the Pre-final DALT Report data for all systems, the TABS
Supervisor shall assemble, review, sign and submit the Final DALT Report to the Contracting Officer for approval.
6. TAB Reports: Submit TAB Report for Season 1 and TAB Report for Season 2 in the following manner:
a. Procedure Summary: Submit a copy of the approved DALT and TAB Procedures Summary. When applicable,
provide notations describing how actual field procedures differed from the procedures listed.
b. Report format: Submit the completed data forms approved in the pre-field TAB Engineering Report
completed by TAB field team, reviewed, approved and signed by the TAB supervisor. Bind the report with
a waterproof front and back cover. Include a table of contents identifying by page number the location
of each report. Report forms and report data shall be typewritten. Handwritten report forms or report
data are not acceptable.
c. Temperatures: On each TAB report form reporting TAB work accomplished on HVAC thermal energy transfer
equipment, include the indoor and outdoor dry bulb temperature range and indoor and outdoor wet bulb
temperature range within which the TAB data was recorded. Include in the TAB report continuous time
versus temperature recording data of wet and dry bulb temperatures for the rooms, or zones, as designated
in the following list:
NOTE: The design engineer shall list, in the paragraph below, those rooms,
or zones, for which indoor dry bulb and wet bulb temperatures shall be compiled
for the specified time duration. Include a sufficient number of rooms, or zones,
in the listing to ensure correct evaluation of performance for the installed
HVAC systems.
[_____]
(1) Data shall be measured and compiled on a continuous basis for the period in which TAB work
affecting those rooms is being done.
(2) Data shall be measured/recorded only after the HVAC systems installations are complete,
the systems fully balanced and the HVAC systems controls operating in fully automatic mode.
Provide a detailed explanation wherever a final measurement did not achieve the required value.
(3) Data may be compiled using direct digital controls trend logging where available. Otherwise,
the Contractor shall temporarily install calibrated time versus temperature/humidity recorders
for this purpose. The HVAC systems and controls shall have been fully operational a minimum
of 24 hours in advance of commencing data compilation. The specified data shall be included
in the [Season I TAB Report] [Season I and Season 2 TAB Report].
d. Air System Diagrams: Provided updated diagrams with final installed locations of all terminals and
devices, any numbering changes, and actual test locations.
e. Air Static Pressure Profiles: Report static pressure profiles for air duct systems including: [AHU-1][RTAC-1][MUA-1][_____].
Report static pressure data for all supply, return, relief, exhaust and outside air ducts for the systems
listed. The static pressure report data shall include, in addition to AABC or NEBB or TABB required
data, the following:
(1) Report supply fan, return fan, relief fan, and exhaust fan inlet and discharge static pressures.
(2) Report static pressure drop across chilled water coils, DX coils, hot water coils, steam
coils, electric resistance heating coils and heat reclaim devices installed in unit cabinetry
or the system ductwork.
(3) Report static pressure drop across outside air, return air, and supply air automatic control
dampers, both proportional and two-position, installed in unit cabinetry.
(4) Report static pressure drop across air filters, acoustic silencers, moisture eliminators,
air flow straighteners, air flow measuring stations or other pressure drop producing specialty
items installed in unit cabinetry, or in the system ductwork. Examples of these specialty items
are smoke detectors, white sound generators, RF shielding, wave guides, security bars, blast
valves, small pipes passing through ductwork, and duct mounted humidifiers.
Do not report static pressure drop across duct fittings provided for the sole purpose of conveying
air, such as elbows, transitions, offsets, plenums, manual dampers, and branch takes-offs.
(5) Report static pressure drop across outside air and relief/exhaust air louvers.
(6) Report static pressure readings of supply air, return air, exhaust/relief air, and outside
air in duct at the point where these ducts connect to each air moving unit.
NOTE: Delete the brackets below for large air moving systems, i.e., include
in the specification the duct traverses for the branch mains for air moving
systems 4720 L/S 10000 CFM and larger.
[f. Duct Transverses: Report duct traverses for main [and branch main] supply, return[, exhaust, relief
and outside air] ducts. [This shall include all ducts, including those which lack 7 1/2 duct diameters
upstream and 2 1/2 duct diameters downstream of straight duct unobstructed by duct fittings/offsets/elbows.]
The TAB Agency shall evaluate and report findings on the duct traverses taken. Evaluate the suitability
of the duct traverse measurement based on satisfying the qualifications for a pitot traverse plane as
defined by AMCA 203, "Field Measurements", Section 8, paragraph 8.3, "Location of Traverse Plane".]
g. Instruments: List the types of instruments actually used to measure the tab data. Include in the
listing each instrument's unique identification number, calibration date, and calibration expiration
date.
Instrumentation, used for taking wet bulb temperature readings shall provide accuracy of plus or minus
5 percent at the measured face velocities. Submit instrument manufacturer's literature to document instrument
accuracy performance is in compliance with that specified.
h. Performance Curves: The TAB Supervisor shall include, in the TAB Reports, factory pump curves and
fan curves for pumps and fans TAB'd on the job.
i. Calibration Curves: The TAB Supervisor shall include, in the TAB Reports, a factory calibration
curve for installed flow control balancing valves, flow venturis and flow orifices TAB'd on the job.
j. Data From Tab Field Work: After completion of the TAB field work, prepare the TAB field data for
TAB supervisor's review and approval signature, using the reporting forms approved in the pre-field engineering
report. Data required by those approved data report forms shall be furnished by the TAB team. Except
as approved otherwise in writing by the Contracting Officer, the TAB work and thereby the TAB report
shall be considered incomplete until the TAB work is accomplished to within the accuracy range specified
in the paragraph entitled "Workmanship."
UFGS-23 05 93 - Appendix C
DALT AND TAB SUBMITTAL AND WORK SCHEDULE
NOTE: Modify this suggested number of calendar days to suit the contract construction
schedule. Season 1 may be the season of maximum heating load or maximum cooling
load, depending upon the construction schedule.
Perform the following items of work in the order listed adhering to the dates schedule specified below. Include
the major items listed in this schedule in the project network analysis schedule required by Section
01 32 17.00 20 NETWORK ANALYSIS SCHEDULES.
Submit TAB Agency and TAB Personnel Qualifications: Within [42] [_____] calendar days after date of
contract award.
Submit the DALT and TAB Work Execution Schedule: within [14] [_____] days after receipt of the TAB
agency and TAB personnel qualifications approval. Revise and re-submit this schedule 28 days prior to
commencement of DALT work and 28 days prior to the commencement of TAB Season 1 work and TAB Season 2
work.
Submit the DALT and TAB Work Procedures Summary: within [14] [_____] days after receipt of the initial
approved DALT and TAB Work Execution Schedule.
Meet with the COTR at the Pre-DALT/TAB Meeting: Within [28] [_____] calendar days after receipt of the
approved initial DALT/TAB Execution Schedule.
Submit Design Review Report: Within [56] [_____] calendar days after the receipt of the approved initial
DALT and TAB Work Execution Schedule.
NOTE: When the measurement of existing facility conditions is desired, delete
the brackets from the paragraph below.
[Conduct measurements and submit the Record of Existing Facility Conditions: within [28] [_____] days
after receipt of approved DALT and TAB Work Procedures Summary.]
Advance Notice of Pre-Final DALT Field Work: After the completed installation of the HVAC duct system
to be DALT'd, submit to the Contracting Officer an Advance Notice of Pre-Final DALT Field Work accompanied
by the completed Pre-Final DALT Work Checklistchecklist for the subject duct system.
Ductwork Selected for DALT: Within 14 calendar days after receiving an acceptable completed Pre-Final
DALT Work Checklist, the Contracting Officer's technical representative (COTR) will select the project
ductwork sections to be DALT'd.
DALT Field Work: Within 48 hours of COTR's selection, complete DALT field work on selected project ductwork.
Submit Pre-Final DALT Report: Within two working days after completion of DALT field work, submit Pre-final
DALT Report. Separate Pre-final DALT reports may be submitted to allow phased testing from system to
system.
Quality Assurance - COTR DALT Field Checks: Upon approval of the Pre-final DALT Report, the COTR's DALT
field check work shall be scheduled with the Contracting Officer.
Submit Final DALT Report: Within [14] [_____] calendar days after completion of successful DALT Work
Field Check, submit [Season 1 ]TAB report.
Advance Notice of [Season 1 ]TAB Field Work: At a minimum of [14][_____] calendar days prior to [Season
1 ]TAB Field Work, submit advance notice of TAB field work accompanied by completed
[Season 1 ]Pre-TAB Work Checklist.
NOTE: Use the following four paragraphs, which requires two separate trips
within Season 1 to the contract site by the TAB field team (the first for the
TAB field work, the second for the TAB quality assurance work) with the TAB
report submitted between trips. This is intended to give the design engineer
time to review the TAB report before the field check of that report is conducted.
[Season 1 ]TAB Field Work: At a minimum of [84][_____] calendar days prior to CCD, [and when the ambient
temperature is within Season 1 limits,] accomplish [Season 1 ]TAB field work.
Submit [Season 1 ]TAB Report: Within [14] [_____] calendar days after completion of [Season 1 ]TAB field
work, submit initial [Season 1 ]TAB report.
[Season 1 ]Quality Assurance - COTR TAB Field Check: [30] [_____] calendar days after initial [Season
1 ]TAB report is approved by the Contracting Officer, conduct [Season 1 ]field check.
Complete [Season 1 ]TAB Work: Prior to CCD, complete all TAB work [except Season 2 TAB work] and submit
final.
Receive the approved TAB report: Within 21 calendar days, receive the report from Contracting Officer
approved TAB report.
NOTE: Include the remaining submittals and items of work only if there is a
season 2 TAB Work
Advance Notice of Season 2 TAB Field Work: At a minimum of [126] [___]calendar days after CCD, submit
advance notice of Season 2 TAB field work accompanied by completed Season 2 Pre-TAB Work Checklist.
NOTE: Use the following four paragraphs, which requires two separate trips
within Season 2 to the contract site by the TAB field team (the first for the
TAB field work, the second for the TAB quality assurance work) with the TAB
report submitted between trips. This is intended to give the design engineer
time to review the TAB report before the field check of that report is conducted.
[Season 2 TAB Field Work: Within [14] [_____] calendar days after date of advance notice of Season 2
TAB field work and when the ambient temperature is within Season 2 limits, accomplish Season 2 TAB field
work.
Submit Season 2 TAB Report: Within [14] [_____] calendar days after completion of Season 2 TAB field
work, submit Season 2 TAB report.
Season 2 Quality Assurance - COTR TAB Field Checks: [28] [_____] calendar days after the Season 2 TAB
report is approved by the Contracting Officer, conduct Season 2 field check.
Complete Season 2 TAB Work: Within [14] [_____] calendar days after the completion of Season 2 TAB field
data check, complete all TAB work.]
Receive the approved TAB report: Within calendar 21 days, receive the report from Contracting Officer.