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Test and Balance Reports: What You Need To Know

Posted in Blog on Monday, September 29th, 2014 at 10:15 am No Comments
Test and Balance Reports: What You Need To Know

To get a building’s certificate of occupancy (CO), the Test and Balance Report needs to be complete, approved by the engineer of record, and submitted to the city or authority having jurisdiction. A lot of T&B reports tend to fly under the radar and get skimmed through quickly rather than being thoroughly reviewed. If the report looks good then it gets approved and goes through the process. Just because it looks good, does it mean that the testing and balancing was done properly? Below are some items to look for in a T&B report to make sure the report was done properly and with good intentions.

  • Does the Title page of the report show the name of the project, the name of the testing and balancing agency, certification number or seal, and date?
  • Did the engineer of record approve the T&B report?
  • Have the instrumentation been calibrated within the past year?
  • Are all equipment information inputted and recorded? (Model and Serial Number)
  • Are all the electrical data  for the equipment read and recorded (Amps and Voltages)
  • Does the Summary Chart match the Air Distributed Data?
  • Are the static pressures for the units recorded in the report?
  • The “design” CFM and the “actual” CFM readings should not be identical throughout the entire report. It is impossible to hit every “design” CFM right on the dot.
  • Is the “actual” supply CFM plus or minus 10% of the “design” supply CFM?
  • Is the “actual” return CFM plus or minus 20% of the “design” return CFM?
  • Is the “actual” outside air CFM equal to or greater than the “design” outside air CFM?
  • For the outdoor air units, the” return” air added to the “outdoor” air should not equal the exact number of the “supply” air. This shows only 2 readings were taking and the third number was found but math not by an actual reading
  • For VAVs, does the report show the CFM readings while the VAV is in heat mode?
  • Review all remarks made by the T&B personnel and verify that the remark is not a serious issue.
  • Check the project’s specifications to make sure there are no additional requirements for the project called for in the spec book.

The Spinnaker Group Inc.
Sustainability + LEED Consulting, Energy Modeling, Building Commissioning
By: Nabil Maroun, PE, CxA, LEED AP BD+C,  Senior Cx Agent