TAB REPORT FORMS

PRE TAB CHECK LIST (Systems Ready for TAB)

Ready
1 HVAC Units and Built-up Units Date
Yes No
a) General
Louvers installed
Manual dampers adjusted and locked
Automatic dampers operating
Housing construction complete
Access doors closed
Condensate drain piping and pan
Free from dirt and debris

b) Filters
Type and size
Number
Clean
Frame-Leakage
Temporary

c) Coils (Hydronic)
Size and Rows
Fin spacing and condition
Obstruction and/or debris
Airflow and direction
Piping leakage
Correct piping connections and flow
Valves open or set
Air vents or steam traps
Provisions made for TAB Measurements

d) Coils (Electric)
Sizes and construction
Airflow quantity and direction
Duct connections
Safety switches
Contactors and disconnect switches
Electrical service and connections
Obstructions and/or debris

e) Fans
Rotation
Wheel clearance and balance
Bearing and motor lubrication
Drive alignment
Belt tension
Drive set screws tight
 Belt guard in place
Flexible duct connector alignment
Starters and disconnect switches
Electrical service and connections

f) Vibration Isolation
Springs and compression
Base level and free

Ready
2. Duct Systems Date
Yes No

a) General
Manual dampers adjusted and locked
Access doors closed and tight
Fire dampers open and accessible
Terminal units open or set
Registers and diffusers open and set
Turning vanes in square elbows
Provisions made for TAB measurements
Ductwork sealed as required
Ductwork leak tested

b) Architectural
Windows installed and closed
Doors closed as required
Ceiling plenums sealed
Access doors closed and tight
Air shafts and openings as required

3. Pumps

a) Motors
Rotation
Lubrication
Alignment
Guards in place
Tank level and controls
Starters and disconnect switches
Electrical service

b) Piping
Correct flow and connections
Leakage
Valves open or set
Strainer clean
Air vented
Flexible connectors
Cavitation possibilities

c) Bases
 Vibration isolation
Grouting and Leveling

4. Hydronic Equipment

a) Hot Water Generators

Operating controls and devices
Piping connections and flow
Valves open or set
Water make-up provisions
Blowdown provisions
Electrical connections

b) Heat Exchangers
Correct flow and connections
Valves open or set
Air vents or steam traps
Provisions made for TAB measurements

Ready
c) Cooling Towers and Evaporative Condensers Date
Yes No
Correct flow and connections
Valves open or set
Leakage
Provisions made for TAB
measurements
Sump water level
Spray nozzles
Fan/pump rotation
Motor/fan lubrication
Drives and alignment
Guards in place
Starters and disconnect switches
Electrical connections

5. Refrigeration Equipment
Crankcase heaters energized
Operating and safety controls
and devices
Safety controls and devices
Valves open or set
Piping connections and flow
Flexible connectors
Oil level and lubrication
Alignment and drives
Guards in place
Vibration isolation
Starters, contactors and
disconnect switches
Electrical connections
6. Hydronic Piping Systems

Leak tested and flushed

Fluid levels and make-up
Relief or safety valve settings
Compression tanks/air vented
Steam traps and connections
Strainers clean
Valves open or set
Provisions made for TAB measurements

7. Control Systems
Data centers operating
Outdoor/return dampers set
Economizer controls set
Static pressure control set
Space controls operating
Complete system operating

8. Other Checks
Other trade or personnel notified of TAB work
a)
requirements
b) Preliminary data complete
c) Test report forms prepared
 PACKAGED CHILLER TEST REPORT

CLIENT NAME Job Ref:

SITE Sheet No:
PROJECT TITLE Plant Ref:
SYSTEMS Engineer:

EVAPORATOR DESIGN ACTUAL CONDENSER DESIGN ACTUAL

Evaporator Press. / Temp. Condenser Press. / Temp.
Ent. / Lvg. Water Press. Ent. / Lvg. Water Press.
Water Press. Ent. / Lvg. / P Water Press. Ent. / Lvg. / P
Ent. / Lvg. Water Temp. Ent. / Lvg. Water Temp.
Water Temp. Ent. / Lvg. / T Water Temp. Ent. / Lvg. / T
GPM (L/s) GPM (L/s)

COMPRESSOR REFRIGERATION
Make / Model Oil Level Checked
Serial Number Oil Failure Sw. Diff.
Suction Press. / Temp. Refrig. Level Checked
Dischg. Press. / Temp. Relief Valve Setting
Oil Press. / Temp. Unloader Set Points
Voltage V1 / V2 / V3 / V avg. % Cylinders Unloaded
Amps T1 / T2 / T3 / T avg. Purge Operation Checked
KW Input Bearing Temperature
Crankcase Htr. Amps Vane Position
Ch.w. Control Setting Demand Umit
Cond.W. Control Setting Low Temp. Cutout Setting
LP. Cutout Setting
H.P. Cutout Setting

REFRIGERATION/COMPRESSOR/CONDENSOR DATA TO BE FURNISHED BY THE INSTALLER OF THE

EQUIPMENT

REMARKS:

READINGS BY TEST DATE

Hydronic Heat Flow Equation

(U. S.) (Metric)
Q (in W) = 4190 × L/s × t or
Q = 500 × gpm × t
Q (in kW) = 4190 × m3/s × t
Where:
Where:
Q = Heat Flow (Btu/h)
Q = Heat Flow (W or kW)
gpm = gallons per minute (water only)
m3 = cubic meters per second (water only)
t = Temperature diff. (°F)
t = Temperature diff. (°C or K)
 COOLING TOWER OR EVAPORATIVE CONDENSER TEST REPORT

CLIENT NAME Job Ref:

SITE Sheet No:
PROJECT TITLE Plant Ref:
SYSTEMS Engineer:
FAN DATA PUMP DATA
No. of Fan Motors Make / Model
Motor Make / Frame Pump Serial No.
Motor HP (W) / RPM Motor Make/Frame
Volts/Phase/Hertz Motor HP (W)/RPM
Motor Sheave Dia, / Bore Volts / Phase / Hertz
Fan Sheave Dia,/ Bore GPM (L/s)
Sheave Distance
No. Belts/Make Size

AIR DATA DESIGN ACTUAL WATER DATA DESIGN ACTUAL

Duct CFM (L/s) Ent, / Lvg. Water Press.
Duct Inlet S.P. Water Press P
Duct Outlet S.P. Ent, / Lvg. Water Temp.
Avg. Ent. W.B. Water Temp. T
Avg. Lvg. W.B. GPM (L/s)
Ambient W.B. Bleed GPM (L/s)
Fan RPM
Voltage Voltage
Amps T1 / T2 / T3 / T AVG Amps T1 / T2 / T3 / T AVG
DATA TO BE FURNISHED BY THE INSTALLER OF THE EQUIPMENT
REMARKS:

READINGS BY TEST DATE

Cooling Tower Equations

The important parameters, from the point of determining the performance of cooling towers, are:
“Cooling Tower Approach” is the difference between the
“Cooling Tower Range” is the difference between the
cooling tower outlet cold water temperature and ambient
water inlet and water outlet temperature. i.e.
wet bulb temperature. Although, both range and approach
should be monitored, the `Approach’ is a better indicator
C T Range = Twi - Two
of cooling tower performance. i.e.
C T Approach = Two - Twbt
Where,
Where,
Twi = Cooling tower water inlet temperature (°F)
Two = Cooling tower water outlet temperature (°F)
Two = Cooling tower water outlet temperature (°F)
Twbt = Ambient air Wet bulb temperature (°F)
Cooling tower effectiveness (in percentage) is the ratio of Cooling capacity is the heat rejected in Btu/h, given as
range, to the ideal range, i.e. % Cooling Tower product of mass flow rate of water, specific heat and
Effectiveness temperature difference. i.e.
Q = 500 x gpm x t
= Where,
Q = Heat rejected by Cooling Tower (Btu/h)
gpm = Water flow rate in US Gallons per minute
= t = Water inlet and outlet temperature diff. (°F)
 PUMP TEST REPORT
CLIENT NAME Job Ref:

SITE Sheet No:

PROJECT TITLE Plant Ref:

SYSTEMS Engineer:

DATA PUMP NO. PUMP NO. PUMP NO. PUMP NO. PUMP NO.
DESIGN
Location
Service
Model Number
Serial Number
GPM (L/s) / Head - ft (m)
Req. NPSH
Pump RPM
Impeller Dia.
Motor Mfr. / Frame
Motor HP (W) / RPM
Volts / Phase / Hertz
F.L. Amps / S.F.
Seal Type
ACTUAL
Pump Shut Off-Press.
Valve Shut Diff.
Impeller Dia.
Valve Open Diff.
Valve Open GPM (L/s)
Final Discharge Press.
Final Suction Press.
Pump Head
Final L\P
Final GPM (L/s)
Voltage
Amps T1 / T2 / T3 / T AVG
DATA TO BE FURNISHED BY THE INSTALLER OF THE EQUIPMENT

REMARKS:

TEST DATE
READINGS BY
 Hydronic Formulas

Pump Law #1
GPMnew RPMnew
GPMold RPMold
Formulas for problem solving
RPM is interchangeable for GPM
Note: new is the same as 1 and old is the same as 2

RPMnew GPMnew
GPM new = GPM old X RPM new = RPM old X
RPMold GPMold
Pump Law #2
2
GPMnew Pnew GPM new Pnew
= or =
GPMold Pold GPM old Pold
Formulas for problem solving

2
SPnew GPMnew
GPM new = GPM old x SP new =
SPold GPMold

Pump Law #3
RPM is interchangeable for GPM
3
GPMnew BHPnew GPMnew BHPnew
= or = 3
GPMold BHPold GPMold BHPold
Formulas for problem solving

3
BHPnew GPMnew
GPM new = GPM old X 3 BHP new = BHP old x
BHPold GPMold

Hydronic Thermal Calculation:

BTUH
GPM
500 T (Water ) BTUH GPM 500 T
BTUH
T
500 GPM
 2
GPMnew
new P ( psi ) old P ( psi ) x
GPMold

2
GPM GPM
GPM = Cv x P psi Cv = P
P psi Cv

Water: sp.ht. = 1.0

0.12 gal. = 1lb.
8.33 lbs. = 1 gal.
8.33 lbs. x 60 min. = 500 lbs per hour
500 x 1.0 = 500 (1.0 is the specific heat of water)

© 2005, National Energy Management Institute Committee. All rights reserved.

 AIR HANDLING UNIT TEST REPORT.
CLIENT NAME Job Ref:

SITE Sheet No:

PROJECT TITLE Plant Ref:

SYSTEMS Engineer:

FILTERS GRADE & TYPE SIZE & QUANTITY

Fresh air Filters
Pre-Filters
After-Filters
Final-Filters
Final-Filters

FAN MOTOR
Manufacturer Manufacturer
Type Frame
Model Serial No.
Pulley Pulley
Shaft (mm) Shaft (mm)
Belt Type / Drive Belt Type / Drive
Speed (r.p.m.) Speed (r.p.m.)

FAN MOTOR
Design Test Design Test
PERFORMANCE PERFORMANCE
External Static Voltage ( Volts )
Total Static of w.g. Running Current ( Amps )
Air Volume Power ( kW )
Speed (r.p.m.) VFD (Hz)

AHU AIR FLOW

Design Test
DISTRIBUTION
Total Air Flow
Fresh Air Intake
Dehumidified Air
By-pass Air

Contd.------
 HEAT EXCHANGER TEST REPORT
Water Side Air Side
p across
Pressure Temperature Temp. 0C or 0F
coil
In Out In Out Kg/cm2 or Coil Entering Coil Leaving
Kg/cm2 or Kg/cm2 or 0
C or 0F 0
C or 0F
Pa wb db wb db
Pa Pa
Cooling Coil
(Design)
Cooling Coil
(Test)
Heating Coil
(Design)
Heating Coil
(Test)

BLOWER PERFORMANCE REPORT

Static Pressure Design Test
St pressure in return air duct (mm of w.g. OR Pa)
St pressure loss across pre-filter (mm of w.g. OR Pa)
St pressure loss across cooling coil (mm of w.g. OR Pa)
St pressure loss across heating coil (mm of w.g. OR Pa)
St pressure across blower (mm of w.g. OR Pa)
St pressure loss across after filter (mm of w.g. OR Pa)
St pressure loss across fine filter (mm of w.g. OR Pa)
St pressure in supply air duct (mm of w.g. OR Pa)

DUCT TRAVERSE TEST REPORT

Transverse measurements Instrument Used Pitot Tube
Dimension (mm) Rectangular Duct Size-1: Size-2:
Distance
(mm) from POSITION 1 2 3 4 5 6
Edge

Average Velocity Ft/Min

Average Air Flow cfm or L/s

REMARKS:

READINGS BY TEST DATE

 HYDRONIC FLOW EQUATIONS

Hydronic Heat Flow Equation (U. S.) Hydronic Heat Flow Equation (Metric)

Q (in W) = 4190 × L/s × t or

Q = 500 × gpm × t Q (in kW) = 4190 × m3/s × t
Where: Where:
Q = Heat Flow (Btu/h) Q = Heat Flow (W or kW)
gpm = gallons per minute (water only) m3 = cubic meters per second (water only)
t = Temperature diff. (°F) t = Temperature diff. (°C or K)

AIR FLOW EQUATIONS

Air Heat (Sensible) Flow Equation (U. S.) Air Heat (Sensible) Flow Equation (Metric)

Sensible Heat is defined as the heat associated with temperature difference as measured by dry bulb thermometer.
The sensible heat flow equations for air at non standard conditions are:

Qs = 1.08 × cfm × t
Qs = 1.23 × L/s × t or
Q (in kW) = 4190 × m3/s × t
Where:
Where:
Qs = Sensible Heat Flow (Btu/h)
Qs = Sensible Heat Flow (Watts)
cfm = Airflow (ft3/minute)
L/s = Airflow (liters per second)
t = Temperature diff. (°F)
t = Temperature diff. (°C or K)

Air Heat (Latent) Flow Equation (U. S.) Air Heat (Latent) Flow Equation (Metric)

Latent heat is the heat used to convert a liquid in to a gas or vapor without a change in dry bulb temperature

QL = 0.68 × cfm × W (gr.) or

QL = 3.0 × L/s × W
QL = 4840 × cfm × W (lb.)
Where:
Where:
QL = Latent Heat Flow (Watts)
QL = Latent Heat Flow (Btu/h)
L/s = Airflow (liters per second)
cfm = Airflow (ft3/minute)
W = Humidity Ratio (grams of water per kilogram of
W = Humidity Ratio (lb water/lb dry air or grains
dry air)
water/lb dry air)
The Humidity Ratio W is obtained from psychrometric
The Humidity Ratio W is obtained from a
chart
psychrometric chart

Air Heat (Total) Flow Equation (U. S.) Air Heat (Total) Flow Equation (Metric)

Total heat (Enthalpy) Changes of enthalpy or total heat (a total of the sensible heat and latent heat) of air use the
following equation:

QT = 4.5 × cfm × h QT = 1.2 × L/s × h

Where: Where:
QT = Total Heat Flow (Btu/h) QL = Total Heat Flow (Watts)
cfm = Airflow (ft3/minute) L/s = Airflow (liters per second)
h = Enthalpy Difference (Btu/lb dry air) W = h = Enthalpy Difference (kJ/kg dry air)
Changes of Enthalpy or the total heat content of air (obtained Changes of Enthalpy or the total heat content of air (obtained
from a psychrometric chart) use the above equation from a psychrometric chart) use the above equation
 FAN EQUATIONS
The fan laws relate the performance variables for any similar series of fans the variables are fan size, rotation speed
(rpm), air density, volume flow rate, static pressure, power and mechanical efficiency. The fan laws apply only to
similar fans and at the same point of rating on the performance curve.

Air flow rate and rotation speed of two fans Static or total pressure and rotation speed of two fans

Break horsepower and rotation speed of two fans Air density and rotation speed of two fans

Where, cfm = Cubic feet per minute

Rotation and Pulley diameter of fan and motor rpm = Revolution per minute
P = Static or total pressure in. (w. g.)
BHP = Brake horsepower
d= density (lb/ft3)
Dia = Pitch diameter of pulley.

Electric Equations

Voltage Power (KW)

V= IR P= EI Actual full load Ampere
Where, R = Ohms ( ) Where, E= Volts (V)
I = Amps (A) I = Amps (A)
V= Volts (V)

Brake Horse Power Brake Horse Power Where, BHP = Brake Horse
SINGLE PHASE THREE PHASE
power
I = Amps (A)
V= Volts (V)
PF = Power factor
Eff = Efficiency
 Air Flow formulas

CFM = Duct area sq ft x Velocity Standard Air= 70F @ 29.92” HG

(Mercury)

1 cubic foot of standard air = 0.075 pounds 13.3 cubic feet of standard air =
1 pound

FAN LAWS:
Remember RPM is interchangeable for CFM
Note: new is the same as 1 and old is the same as 2

Fan Law #1
CFMnew RPMnew
CFMold RPMold
Formulas for problem solving
RPMnew CFMnew
CFM new = CFM old X RPM new = RPM old X
RPMold CFMold

Fan Law #2
2
CFMnew SPnew CFMnew SPnew
= Or =
CFMold SPold CFMold SPold
Formulas for problem solving
2
SPnew CFMnew
CFM new = CFM old x SP new =
SPold CFMold

Fan Law #3
3
CFMnew BHPnew CFMnew BHPnew
= or = 3
CFMold BHPold CFMold BHPold
Formulas for problem solving
3
BHPnew CFMnew
CFM new = CFM old X 3 BHP new = BHP old x
BHPold CFMold

Volume calculations:

CFMx60 AirChangesperhour
Air Changes Per Hour = CFM = Room Volume x
Cubicfeet 60

Calculating Outside Air quantities:

 MATx100 % RAxRAT
OAT = O=Outside A=Air R=Return M=Mixed
%OA
T=Temperature

RAT MAT
%OA = x 100
RAT OAT

%OAxOAT % RAxRAT
MAT =
100

MATx100 %OAxOAT
RAT =
% RA

Velocity and Velocity with density correction:

For Standard Air (70F @ 29.92"): For Other Than Standard Air:
2
V VP
VP V 1096.7
V 4005 VP 4005 Den
530 BAR
Den 0.075
460 T 29.92

Airflow stations flow:

CFM
Cv 3
CFM CV P(inches) H 2o P(inches) H 2o
2
CFM
P(inches)H 2o
Cv

Air Thermal calculations:

sp.ht = 0.24
13.3 cu.ft. = 1 lb.
0.075 lbs. = 1 cu.ft.
.075 lbs. x 60 min. = 4.5 lbs per hour
4.5 x 0.24 = 1.08

BTUH M sp. ht . T
M = Mass Flow Rate in Lbs. per Hour. sp.ht. = Specific Heat in BTU/Lb. per Degree
F.

BTUH ( Sensible) Den

CFM BTUH CFM 108
. T
108
. T ( DryBulb) 0.075
BTUH
T
108
. CFM

Den
BTUH (Total ) CFM h 4.5
0.075 h = Enthalpy in BTU per Lb.
BTUH
MBH
1000

Fan calculations:

CFM SP
FanBHP
Static fan efficiency: 6356 SE

Circ.(in.) Ts( FPM ) 12

FanTipSpeedFPM RPM Circ.(in.)
12 RPM
Ts( FPM ) 12
RPM
Circ.(in.)

2
D d d
BL 2C 157
. D d FanRPM MotorRPM
4C D
D
MotorRPM FanRPM
d

BL = Belt Length (in.) C = Distance between shaft centers (in.) D = Fan sheave dia.
(in.)
d = Motor Sheave dia. (in.)

ExsistingFanSheaveDia.
Max. (min.) Fan sheave Dia. =
Max.BHP
3
ExsistingEstimatedBHP

Max.BHP
Max. Motor sheave = Existing Motor sheave Dia. X 3
ExsistingEstimatedBHP
 RPMnew
New Motor Sheave size Diameter new = Dia.old x
RPMold
RPMold
New Fan Sheave size Diameter new = Dia.old x
RPMnew

© 2005, National Energy Management Institute Committee. All rights reserved.

 Motor Formulas

V = Volts
A = Amperes
R = Ohms
P = Watts
PF = Power factor (Motor)
Eff = Efficiency (Motor)
HP = Horsepower
BHP = Break Horsepower (Motor)
r = running
np = nameplate

Max.BHP
Max. Motor sheave = Existing Motor sheave Dia. X 3
ExsistingEstimatedBHP

V V
R A
Ohm's Law: V A R A R

P P
V A
Single Phase: P V A PF A PF V PF

V A Effiency PowerFactor
BHP
746

Estimated BHP from Amps and Volts:

read ,Volts readAmps

BHP nameplate(np) HP
np,V np, A

read , Amps 0.5np, Amps read ,Volts

BHP nameplate(np) HP
0.5npA np,Volts
read , Amps read ,Volts
Estimated BHP =
745.7
read ,Volts read , Amps
or BHP = Name plate BHP x
Volts Amps
Estimated BHP from Amps, Volts, Efficiency, Power Factor, and % of load:

read , Amps read ,Volts Effiency PowerFactor

Single phase BHP =
745.7

1.732 Amps Volts Effiency PowerFactor %ofLoad

Three phase BHP =
745.7

© 2005, National Energy Management Institute Committee. All rights reserved.

 TEST INSTRUMENTS AND LIMITATIONS
Hydronic Measuring Instruments
RECOMMENDED
NSTRUMENT LIMITATIONS
USES
Manometer should be clean and used with correct fluid.
Use collecting .safety reservoirs on each side of a mercury
Measuring pressure
manometer to prevent discharge of mercury into hydronic system,
U-TUBE drops through heat
MANOMETER exchange equipment,
orifices, and venturis.
 Airflow Measuring Instruments
INSTRUMENT RECOMMENDED USES LIMITATIONS
Measuring pressure of air and gas Manometer should be clean and used with correct
above 1.0 in. w. g. (250 Pa) fluid. Should not be used for readings under one in.
U-TUBE MANOME'IER
Measuring low manifold gas w. g. (250 Pa) of differential pressure.
pressures
Measuring pressure of air and gas Field calibration and leveling is required before each
above 02 in. w. g. (5 Pa) use.
VERTICAL INCLINED Normally used with Pitot tube or For extremely low pressures, a micro manometer or
MANOMETER static probe for determination of some other sensitive instrument should be used for
static, total, and velocity maximum accuracy.
pressures in duct systems.
Measuring very low pressures or Because some instruments utilize a time weighted
MICRO-MANOME'IER velocities. average for each reading, it is difficult to measure
(ELECTRONIC) Used for calibration of other pressures with pulsations.
instrumentation.
Used with manometer for Accuracy depends on uniformity of flow and
determination of total, static and completeness of duct traverse.
PITOT TUBE
velocity pressures. Pitot tube and tubing must be dry, clean and free of
leaks and sharp bends or obstructions.
Used with static probes for Readings should be made in midrange of scale.
PRESSURE
determination of static pressure Should be "zeroed" and held in same position.
GAUGE
or static pressure differential. Should be checked against known pressure source
(MAGNEHELIC)
with each use.
ANEMOME'IER Measurement of velocities at air Total inlet area of rotating vane must be in measured
ROTATING VANE terminals, air inlets, and filters or airflow.
(MECHANICAL AND coil banks. Correction factors may apply, refer to manufacturer
ELECTRONIC) data.
ANEMOME'IER Measurement of velocities at air Instruments should not be used in extreme
DEFLECI1NG terminals and air inlets. temperature or contaminated conditions.
VANE
Measurement of low velocities Care should be taken for proper use of instrument
such as room air currents and probe.
airflow at hoods, troffers, and Probes are subject to fouling by dust and corrosive
ANEMOME'IER
other low velocity apparatus. air.
THERMAL
Should not be used in flammable or explosive
atmosphere.
Temperature corrections may apply.
Flow measuring hoods should not be used where the
discharge velocities of the terminal devices are
excessive.
FLOW MEASURING Measurement of air distribution Flow measuring hoods redirect the normal pattern of
HOOD devices directly in CFM (Us) air diffusion which creates a slight, artificially
imposed, pressure drop in the duct branch.
Capture hood used should provide a uniform velocity
profile at sensing grid or device.
Measurement of temperatures of Use Instrument within recommended range.
ELECTRONIC air and fluids. Use thermal probes In accordance with
THERMOMETERS Measurement of surface recommendations of manufacturer.
temperatures of pipes and ducts.
Accurate wet bulb measurements require an air
Measurement of dry and wet bulb velocity between 1000 and 1500 fpm (5 to 7.5 m/s)
PSYCHROMETERS
air temperatures. across the wick. or a correction must be made.
Dirty or dry wicks will result in significant error.
ELECTRONIC Measurement of dry and wet bulb Accuracy of measurement above 90% R.H. is
THERMO- air temperatures and direct decreased due to swelling of the sensing element.
HYGROMETER reading of relative humidity.