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Procedural Standard for Testing Adjusting and Balancing of Environmental Systems

Eighth Edition – 2015
The NEBB Procedural Standard for Testing Adjusting and Balancing of Environmental Systems (Procedural Standard) establishes 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 Certified Testing, Adjusting and Balancing (TAB) Firm (CF).
This eighth edition represents an update from past editions but remains divided into two distinct parts: standards and procedures. These Procedural Standard has been developed using language defined by "Required" (Minimum Requirements) as it relates to the standards and procedures described in this manual.
This Standard and these procedures are intended as the minimum NEBB requirements that a CF must follow when performing TAB procedures. Contract documents supersede the NEBB requirements when those requirements exceed those stated in this standard. Conversely, however, this standard’s inclusion of "recommended" testing or recording of parameters are not a requirement for a report to be certified. It is important that this standard provide procedural direction on testing above and beyond the minimum requirements for report certification so as to be a useful tool in diagnostic and performance related investigations. Recommended items will be clearly delineated within this standard. Unless so delineated, all testing and reporting requirements of this standard are considered mandatory under the reporting criteria section. This Procedural Standard has been carefully compiled and reviewed by the NEBB TAB Committee.


Part 1 covers Definitions, as well as requirements for Quality Control and Compliance, Instrumentation Requirements, and TAB reports. Revised requirements for TAB instruments and reports are identified. The report requirements allow the CF flexibility in designing their reports by defining sets of information that will be required to complete a NEBB Certified TAB Report.


Part 2, Procedures, covers measurement procedures and the testing, adjusting and balancing of both air and hydronic distribution systems.


The Appendices include Pre-TAB Checklist, and a suggested TAB Specification. This edition of NEBB Procedural Standard, when used by CFs, will assure the building owner or operator a properly balanced environmental system within design and installation limitations.
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