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0 NEBBinar: A TAB Professional’s Wish List: Equipment Procedures & Issues March 27, 2014

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NEBBinar: A TAB Professional’s Wish List: Equipment Procedures & Issues

March 27, 2014

1

Moderator

Tom Hanlon NEBB’s TAB Committee

Tom has forty years of experience in refrigeration systems control system design, installation, start-up, project management, technical consultation, and systems commissioning. His level of experience allows him to act as an “Owner’s Representative” on commissioning, retro-commissioning and sustainability projects. Has worked as an application engineer and project manager for ten years with Johnson Controls; fifteen years as an independent NEBB Testing-Balancing Commissioning Agency; six years as project manager for Trane Arkansas and recently managed multiple commissioning and sustainability projects as a contract provider for TME Inc. Tom is currently Commissioning Project Manager with the Cromwell Firm, managing and executing multiple Commissioning and Retro-commissioning projects.

2

Speaker

Rodney Hinton is the VP of Palmetto Air & Water Balance, has been involved in the South Carolina Construction industry for over 30 years. His experience includes Air Barrier Testing, Mechanical Design, Mechanical Construction, Test & Balance, Commissioning and Retro Commissioning. He is a member of the NEBB Test, Adjust and Balancing Committee. He is a Member of ASHRAE. He has been a NEBB Certified professional since 1991 and has co-authored several standards regarding TAB and BET for NEBB.

Rodney Hinton NEBB’s TAB Committee

3

Speaker

Leonard Maiani joined NEBB as Technical Director in January 2014. He brings over 48 years of industry experience. He began his career in the Testing, Adjusting & Balancing business in Cleveland, Ohio 1n 1966. He then spent 15 years working in Houston, Texas as a Construction Administrator and TAB professional in various organizations. In 1989, he started Maiani Construction Services in 1989 in the Pacific Northwest and, after 27 years, turned the business over to his son and joined the NEBB staff.

Leonard Maiani NEBB’s Technical Director

4

Overview of Testing, Adjusting and Balancing

NEBB TAB Update: • New Procedural Standards-Update-Release • Instrument Consolidations • Enhanced equipment reporting

Equipment Procedures-Issues: • Fan Powered VAV-Series & Parallel • Energy Recovery-Heat Recovery Systems. Types, Procedures, Issues

Question and Answers

Agenda

5

Overview of Testing, Adjusting and Balancing

NEBB TAB Update: • New Procedural Standards-Update-Release • Instrument Consolidations • Enhanced equipment reporting

Equipment Procedures-Issues: • Fan Powered VAV-Series & Parallel • Energy Recovery-Heat Recovery Systems. Types, Procedures, Issues

Question and Answers

Agenda

6

NEBB TAB Procedural Standards Update

• Format Change: Shall, Should, May eliminated. Now Required

• New Procedural Standards-Update-Release

7

The NEBB Procedural Standards for Testing Adjusting

and Balancing of Environmental Systems establish a uniform and systematic set of criteria for the performance of the testing, adjusting and balancing of environmental or Heating, Ventilating and Air-conditioning (HVAC) systems.

Today’s buildings provide highly controlled, sustainable energy efficient indoor environments. These buildings include very sophisticated mechanical systems created by a team of skilled professionals. A key member of this team is the NEBB Test, Adjust, and Balance (TAB) Certified Firm.

NEBB TAB Procedural Standards (continued)

8

This Eighth Edition represents an update from past editions but remains divided into two distinct Parts: Standards and Procedures. These TAB Procedural Standards have been developed using language defined by “Required” as it relates to the standards and procedures described in this manual. It is important to note this wording throughout this manual and how it pertains to the NEBB standards and procedures. These standards and procedures are intended as the minimum NEBB requirements that a NEBB TAB Certified Firm must follow when performing Testing, Adjusting, and Balancing procedures. Contract documents may supersede the NEBB requirements. These TAB Procedural Standards have been carefully compiled and reviewed by the NEBB Technical Committees.

9

Instrument Requirements Changed “Tuned-up”

10

Enhanced Equipment Reporting-Example: Air Handling Unit (Unitary-Belt Driven)

Unit designation / Area Served

Unit type / arrangement / location

Manufacturer Model number Total design airflow Total outlet airflow Outside airflow

Fan rpm Fan motor HP (kW) Fan motor rpm Fan motor voltage Fan motor phase

Total SP / External SP

Design Data

11

Enhanced Equipment Reporting-Example: Air Handling Unit (Unitary-Belt Driven)

Unit serial number Supply airflow Return airflow Outside airflow. Minimum, Maximum External suction SP External discharge SP External SP

Fan motor manufacturer Fan motor frame

Fan motor HP (kW) Fan motor rpm Fan motor operating HZ, Static Pressure Setpoint Fan motor calculated BHP (kW)

Fan motor rated voltage Fan motor rated amperage

Fan motor service factor Fan motor operating voltages Fan motor operating amperages

Sheave manufacturer Motor sheave OD / bore Fan sheave OD / bore

Adjustable sheave operating diameter Sheave centerline distance

Fan rpm

Belt manufacturer Number belts / size

Number filters / type / size

All coil and filter pressure drops (P)

Actual-Field Data

12

Overview of Testing, Adjusting and Balancing

NEBB TAB Update: • New Procedural Standards-Update-Release • Instrument Consolidations • Enhanced equipment reporting

Equipment Procedures-Issues: • Fan Powered VAV-Series & Parallel • Energy Recovery-Heat Recovery Systems. Types, Procedures, Issues

Question and Answers

Agenda

13

cool primary air

warm plenum air

Fan-Powered Terminal Units

series

parallel

Equipment Procedures & Issues

14

100%

0%

primary air

plenum air

space load design

cooling load design

heating load

% a

irflo

w to

spa

ce

minimum primary airflow

maximum primary airflow

heating tempering

Parallel, Fan-Powered

Equipment Procedures & Issues

15

Parallel, Fan-Powered

primary air

supply

air

terminal mixing fan Plenum

Equipment Procedures & Issues

VAV terminal designation

Terminal Type (Series / Parallel) Primary maximum airflow Primary minimum airflow(s)

Size

Fan airflow

Number Filters / Size

DDC address

Design Data

16

Parallel, Fan-Powered

primary air

supply

air

terminal mixing fan Plenum

Equipment Procedures & Issues

Final maximum cooling airflow Final minimum cooling airflow

Final primary heating airflow

Fan airflow

Fan speed (High, Medium, Low, Variable etc.) DDC flow correction / calibration factor(s) (where available) Include connected Grille, Register, and Diffuser data for each VAV address. Comply with 5.9 “Air Outlet Test Data”

Actual-Field Data

17

Parallel, Fan-Powered – Common Issues

primary air

supply

air

terminal mixing fan

Plenum

Equipment Procedures & Issues

Issues •Bad primary inlet conditions , restricted airflow - difficult DDC calibration. •Poor or no fan speed control. Difficult to set design heating airflows.

Remedy •Specify hard duct connections, inspect installation before TAB, assist Ca & Cx. •Review submittals, shop drawings. Insure speed controls, speed selection methods are provided.

18

Parallel, Fan-Powered – Common Issues (continued)

primary air

supply

air

terminal mixing fan

Plenum

Equipment Procedures & Issues

Issues •Bad primary inlet conditions , restricted airflow - difficult DDC calibration. •Poor or no fan speed control. Difficult to set design heating airflows. .

Remedy •Location….Location…Location. Review drawings, suggest terminals located in hallways, common areas. •Suggest ECM motors. Quiet operation, slow “ramp-up” no contactor noise. Infinite adjustment. •Definitive reporting. Indicate “fan airflow” versus DDC air flow.

19

Series, Fan-Powered

100%

0%

primary air

plenum air

space load design

cooling load design

heating load

% a

irflo

w to

spa

ce

minimum primary airflow

maximum primary airflow

heating tempering

Equipment Procedures & Issues

20

supply

air

terminal mixing fan

plenum

Series, Fan-Powered

primary air

Equipment Procedures & Issues

VAV terminal designation

Terminal Type (Series / Parallel) Primary maximum airflow Primary minimum airflow(s)

Size

Fan airflow

Number Filters / Size

DDC address

Final maximum cooling airflow Final minimum cooling airflow

Final primary heating airflow

Fan airflow

Fan speed (High, Medium, Low, Variable etc.) DDC flow correction / calibration factor(s) (where available) Include connected Grille, Register, and Diffuser data for each VAV address. Comply with 5.9 “Air Outlet Test Data”

Design Data

Actual-Field Data

21

supply

air

terminal mixing fan

plenum

Series, Fan-Powered

primary air

Equipment Procedures & Issues

VAV terminal designation

Terminal Type (Series / Parallel) Primary maximum airflow Primary minimum airflow(s)

Size

Fan airflow

Number Filters / Size

DDC address

Final maximum cooling airflow Final minimum cooling airflow

Final primary heating airflow

Fan airflow

Fan speed (High, Medium, Low, Variable etc.) DDC flow correction / calibration factor(s) (where available) Include connected Grille, Register, and Diffuser data for each VAV address. Comply with 5.9 “Air Outlet Test Data”

Design Data

Actual-Field Data

22

supply

air

terminal mixing fan

plenum

Series, Fan-Powered

primary air

Equipment Procedures & Issues

Issues •Bad primary inlet conditions , restricted airflow - difficult DDC calibration. •Poor or no fan speed control. Difficult to set design heating airflows. •Noise….Noise. Less of an issue than parallel, still a problem!!

Remedy •Specify hard duct connections, inspect installation before TAB, assist Ca & Cx.

•Review submittals, shop drawings. Insure speed controls, speed selection methods are provided.

23

supply

air

terminal mixing fan

plenum

Series, Fan-Powered

primary air

Equipment Procedures & Issues

Issues •Less common, requires more definitive balancing.

•DDC control system only reports primary air.

Remedy •Location….Location… Location. Review drawings, suggest terminals located in hallways, common areas •Suggest ECM motors. Quiet operation, slow “ramp-up” no contactor noise. Infinite adjustment. •Fine balance required at “plenum” entrance to terminal. •Definitive reporting. Indicate “fan airflow” versus DDC air flow.

24

Energy Recovery Systems- Types Heat Recovery (Sensible) (Plate) Energy Recovery (Total) (Rotary Wheel)

Equipment Procedures & Issues

25

Equipment Procedures & Issues Plate-type / Air to Air Heat Exchangers (Heat Only)

Unit designation / Service

Unit Location

Manufacturer Model number Outside Airflow

Supply Airflow

Building Return/ Exhaust Airflow

Unit Exhaust Airflow

Plate Exchanger P (Primary & Secondary) All Filter Pressure Drops P

Outside Air DB & WB Temperatures

Supply Air DB & WB Temperatures

Return Air DB & WB Temperatures

Exhaust Air DB & WB Temperatures

All Fan Data As Per Section 5.6 or 5.7.

Design Data

26

Plate-type / Air to Air Heat Exchangers (Heat Only)

Actual-Field Data

Unit serial number Outside Airflow

Supply Airflow

Building Return/ Exhaust Airflow

Unit Exhaust Airflow

Plate Exchanger P (Primary & Secondary)

Outside Air DB & WB Temperatures

Supply Air DB & WB Temperatures

Return Air DB & WB Temperatures

Exhaust Air DB & WB Temperatures

All Plate and Filter Pressure Drops (P) Number filters / Type / Size

All Fan Data As Per Section 5.6 or 5.7.

27

Equipment Procedures & Issues Plate-type / Air to Air Heat Exchangers

Issues • Limited or no access to unit for evaluation. •Plugged heat exchanger passages. •Burst (or breached) plate frame passages. •Systems are commonly used in lab or dirty environments.

•Freeze-ups in the air passages…!!! By-pass dampers??

Remedy •Insure during pre-balance inspections / site visits confirm that all testing requirements can be accomplished. •Caution installing contractor to develop and maintain an aggressive filter verification program during start-up and construction phase operation.

Remedy •Insure caution is used during early use of units. Large differential pressures at the plates can cause rupture between airstreams..!!!! •Insure that all exhaust ducts are properly sealed, properly routed and room or space relationships are as per spec.

28

Energy Recovery Systems- Types Heat Recovery (Sensible) (Plate) Energy Recovery (Total) (Rotary Wheel)

Equipment Procedures & Issues

29

Equipment Procedures & Issues

Wheel-type / Air to Air Exchangers (Heat or Total Exchange)

Design Data

Unit designation / Service Unit Location Manufacturer Model number Outside Airflow Supply Airflow Building Return/ Exhaust Airflow Unit Exhaust Airflow Transfer Wheel “Purge Airflow”

Transfer Wheel P (Both Air Paths) All Filter Pressure Drops P Outside Air DB & WB Temperatures Supply Air DB & WB Temperatures Return Air DB & WB Temperatures Exhaust Air DB & WB Temperatures All Fan Data As Per Section 5.6 or 5.7.

30

Equipment Procedures & Issues Wheel-type / Air to Air Exchangers (Heat or Total Exchange)

Actual-Field Data

Unit designation / Service Unit Location Manufacturer Model number Outside Airflow Supply Airflow Building Return/ Exhaust Airflow Unit Exhaust Airflow Transfer Wheel “Purge Airflow”

Transfer Wheel P (Both Air Paths) All Filter Pressure Drops P Outside Air DB & WB Temperatures Supply Air DB & WB Temperatures Return Air DB & WB Temperatures Exhaust Air DB & WB Temperatures All Fan Data As Per Section 5.6 or 5.7.

31

Equipment Procedures & Issues

Wheel-type / Air to Air Exchangers (Heat or Total Exchange)

32

Equipment Procedures & Issues

Wheel-type / Air to Air Exchangers (Heat or Total Exchange)

Issues • Limited or no access to unit for evaluation. •Plugged and contaminated wheel surfaces. •Exchange wheel deflection.

•Frost control @ wheel. Bypass dampers…??

Remedy •Insure during pre-balance inspections / site visits confirm that all testing requirements can be accomplished. •Caution installing contractor to develop and maintain an aggressive filter verification program during start-up and construction phase operation.

Remedy Insure caution is used during early use of units. Large differential pressures at the wheel or using just the supply or exhaust track can cause damaging deflection @ the wheel cassett..!!!!

33

Equipment Procedures & Issues Wheel-type / Air to Air Exchangers (Heat or Total Exchange)

Issues • Insure wheel seals

are properly adjust by approved factory start-up.

• Insure “purge air” correct purge air settings are made prior to balancing.

• Conduct temperature and static pressure profiles after all airflow adjustments are successfully completed.

Remedy •Leaking or not properly adjusted seals will cause air transfer within the unit, resulting in less than desired airflow.

•Lack of purge air adjustments will cause excessive air transfer within the unit, resulting in less than desired airflow.

Seals

34

Summary: State of Our Industry

• NEBB’s updated Procedural Standards are a reflection of the more complex and demanding HVAC systems.

• Training and testing of our TAB Professionals and Technicians is increasing in intensity, frequency and rigor.

• NEBB is working tirelessly in our expanding sustainable environments to insure energy conservation and healthy indoor environments.

• Future topics…..Hydronic Systems

35

Contact Information

Tom Hanlon, NEBB’s TAB Committee Telephone: +1.501.749.2122 Email: [email protected] Rodney Hinton, NEBB’s TAB Committee Telephone: +1.704.587.7073 Email: [email protected] Leonard Maiani, NEBB’s Technical Director Telephone: +1.208.449.6145 Email: [email protected].

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