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WhenanHVACsystemisinstalled,thefinalstepspriortocompletionarestartup, test&balance,andpossiblycommissioning.Eachstepisimportanttoensurethat thesystemperformspertheintentanddesignoftheengineerandprovidea comfortableenvironmentfortheoccupants.Startupisanecessarypartof completinganHVACsystems,test&balanceisaneededbutoftenneglectedstep, andcommissioning(Cx)notusuallyperformedunlesstheprojectisattemptingto obtainaLEEDawardorispartofasensitivebuildingsystem(ie.laboratory, hospital,manufacturing). Startup WhenHVACequipmentisinstalledandelectricalpowerwiredcomplete,the equipmentmustbestartedup.Thestartupprocessisusuallyperformedbya technicianwiththeHVACsubcontractor,butmayalsobeperformedbytechnicians fromtheequipmentmanufactureitselfworkingfortheHVACsub. EachpieceofHVACequipmenthasastartupchecklistprovidedbythemanufacturer inthepaperworkthatcomeswiththeitem.

m.Itisveryimportantthatthestartup technicianfollowthesestartupstepsasnotedbythemanufacturer.Failureto properlystartupequipmentmayvoidthemanufactureswarranty. Thestartupprocessmaysimplybeverificationthatafanisspinningintheproper directionandgreasingmotorbearingsuptocheckingrefrigerantchargeinchillers andverifyingcorrectampdrawfrompumps.Startupreportsshouldbeincludedin theHVACsubsprojectdocumentation(O&Ms).Itisimportanttonotethedateof equipmentstartupasthe1yearwarrantymaybeginonthedateorstartup.Aunit isntrunninguntilitisstartedup. Test&Balance WhenHVACequipmentisstartedup,itwillnotblowtheairormovethewaterthe engineerintendsfortheHVACsystemtoworkproperly.Thesystemmustbe balancedsothatthecorrectairandwaterflowsarepresentduringnormalsystem operation. Fromtheairside,thebalancingtechnicianwillslowequipmentfansupordownand mayevenneedtochangebeltsorpulleystoachievethedesireflowoutofthe equipment.Theaircomingouttheceilingdiffusersisusuallycontrolledbya

HVACStartup,Test&Balance,Commissioning byChristopherGrawburg

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damperofftherectangularductabovetheceiling.Idonotrecommendhavinga volumedamperinthefaceofthegrilleitselfbecause,althoughitiseasiertoadjust theairflowattheceiling,volumedampersinthefaceofthediffusersarenotorious forwhistlingandrattlingovertime. ThewatersideofanHVACsystemmustalsobebalancedwhetherfromachiller, coolingtower,orboiler.Thewaterflowistypicallyadjustedatapumpandmaybe assimpleasspeedinguporslowingthepumporacomplicatedasreplacingthe internalcomponentstothepumpitself. TestandbalanceisanabsolutelycriticalstepinHVACsysteminstallation.Asystem designedbytheworldsbestengineersandinstalledbytheindustrysleading craftsmanwillberendereduselessifitisnotbalancedproperly.Iwillmaketwo statementsthatsomeintheindustrywilldisagreewith,butmyexperiencewith projectsandHVACsubsacrossmycareerprovesmeright: 1) EverynewHVACsystemshouldbetestedandbalancedbyaCertifiedTest andBalance(T&B)technician. 2) IfyouareleavingtheT&BuptotheHVACsubtoperformwiththeirown techsandnotacertifiedbalancecontractor,atleast50%ofthosesystems areNOTbeingbalancedatall. Theonlywaytoensurethatasystemisbalancedproperlysothattheoccupantswill becomfortableistohavethesystembalancedbyatechnicianfollowingthe guidelinesofthetwonationalbalancingagenciesNEBBorAABC.Acertifiedbalance contractorspendsyearsintrainingintheclassroomandthefield.Acertified balancecontractorwillbalancetheHVACsysteminaccordancewiththeNEBBor AABCandprovideareportthatisstampedandsealedverifyingproperbalance.The T&BcontractormaybehiredbytheHVACsub,theGC,ortheownerbuttheyneed tobehiredbysomeone. ImsorrytosaythatifleftuptotheHVACsubtohaveoneoftheirstartuptechs performtheT&B,manyofthosesystemswillneverbebalanced.Iftheoccupants nevercomplain,howwillanyoneknowbalancewasnotperformed?Onmorethan oneoccasionIhaveseenHVACsubsfabricatebalancereportstoincludeintheir projectcloseoutdocumentswithouteverbalancingasinglepieceofthesystem. ThispracticeismorecommonthatIwouldcaretoadmit.Acertifiedcontractorwill losehiscustomer,reputation,job,andlicensetoperformfutureworksothe likelihoodoffalsehoodisgreatlyreduced.OwnersandGCsneedtounderstandthat CertifiedT&BmaybemoreexpensivethananinhouseHVACbalance,butitsbetter thanNObalance. Commissioning www.hvactraininginstitute.com chris@hvactraininginstitute.com

HVACcommissioningisanexpressionthathastakenonawiderangeof definitionsandhasbecomeamorecommonpracticewiththeincreasedpopularity oftheLEEDratingsystem.Simplyput,HVACcommissioningisusingathirdparty toverifythattheHVACdesignsatisfiestheownersrequirements,thesystemis installedperthecontractdocumentsandmanufacturersinstructions,thatthe equipmentisrunningproperly,andthesystemperformsperintentofdesign.A CommissioningAgentorCxAgentperformsHVACsystemcommissioning. Commissioningisastepbeyondstartupandairbalanceandcanbeusedasafinal verificationoftheHVACsystem.Theextentofthecommissioningandbywhomthe commissioningisperformedisdependentonseveralthingsincludingdesign documentrequirement,ownerpreference,budget,anddesireforsatisfyingthe LEEDCommissioningPrerequisiteEA1orEA3EnhancedCommissioning. Herearecommoncommissioningtasksasfoundonthewebsite www.houstoncommissioning.com/hvac.htm PreFunctional Installation:Verifycorrectmaterialandequipmentinstallation;Verifythatthe installationmeetsconstructiondetailsandmanufacturersinstallations;Document conditionofequipment StartUp:Documentpreoperationrequirements;Verifythatmanufacturers startupproceduresareperformed;Documentperformance;Verifycalibrationof devices TestAdjustandBalance(TAB):ReviewfinalizedTABreport;Directquality assurancedemonstration;Identifyinconsistencies Controls:Reviewinstallationofsensors;Documentcalibrationofsensorsand devices;Documentremotecontrolofequipment Functional AutomaticEquipmentOperation:Witnessautomaticstartupandshutdown; Verifythatequipmentsequenceofoperationsiscorrect AutomaticSystemOperation:Witnessautomaticstartupandshutdownof integratedsystems;Verifythatsystemsequenceoperationiscorrect AlarmsandSafeties:Verifythatsystemsalarmsareactive;Verifysequenceof operationunderalarm;Verifyequipmentsafetiesareactive www.hvactraininginstitute.com chris@hvactraininginstitute.com

TrainingandDocumentation Training:Verifythatadequatetrainingisprovidedtobuildingmaintenance personnel;Witnessportionsofthetraining;Identifyadditionalresourcesforuse aftertrainingends ReportofCommissioning:Documentcommissioningactivities;Document issuesresolvedduringthecommissioningprocess;Identifyaplantoresolveany issuesremainingafterconstruction. SystemsManual:Documentoperationsandmaintenancemanualsforequipment includedinthecommissioningprocess;Createauseablesequenceofoperationsof systems;DocumentthedesignintentforuseduringrenovationorRetro Commissioning Inadditionaltoproblemsfoundbyairbalance,aCxagentisequippedtofinddesign andinstallationissuesownersareunawareof,thedesignengineersneverbotherto investigate,thegeneralcontractorandarchitectdontknowtolookfor,ortheHVAC subdoesntwanttoreveal.OtherthaninbuildingsdesiringaLEEDaward,those withcriticalsystemssuchaslaboratories,hospital,R&D,orspecialized manufacturingareprimecandidatesforHVACcommissioningtoensureproper installationandoperationoftheHVACsystem.PleaserefertotheLEEDEA Prerequisite1orEACredit3foramoredetailedexplanationofwhatisinvolvedin buildingcommissioning.

www.hvactraininginstitute.com chris@hvactraininginstitute.com

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