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What you'll learn

  • Learn how to test and balance the airflow in commercial heating, ventilating, and air conditioning (HVAC) systems
  • The instruments used in test and balance.
  • Test fan and duct pressures
  • Report forms used in test and balance

HVAC Testing and Balancing Systems - Basic Course

HVAC Testing and Balancing Systems - Basic Course

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Contact us for private course
4 PDH | .4 CEU
Basic Level

What you'll learn

  • Learn how to test and balance the airflow in commercial heating, ventilating, and air conditioning (HVAC) systems
  • The instruments used in test and balance.
  • Test fan and duct pressures
  • Report forms used in test and balance
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  • TRAINING INCENTIVES
    U.S. MID-ATLANTIC UTILITIES: 

    Visit the utility O&M training portal site for eligibility, terms and conditions and pre-approval

    For Heating, Ventilation and Air Conditioning Efficiency, Comfort and Health

    This basic course is for HVAC and facility or maintenance engineers, managers, and technicians, energy and indoor air quality managers or professionals, and any related professionals interested to, Understand test and balance reports; Know how outside contractors do air test and balance; Do an in-house check of the air balance; Make or call for changes to increase or decrease airflow for room supply and return air volume, air changes per hour, pressurization, and ventilation.

    This course explains and shows how to test and balance the airflow in commercial heating, ventilating, and air conditioning (HVAC) systems. For the health and comfort of the building’s occupants HVAC systems must provide the correct amount of airflow into and out of conditioned spaces to ensure acceptable temperature, humidity and volume of cooling, heating, and ventilation air.

    Office buildings are typically designed for 5 to 10 air changes per hour (ACH). With less than 5 ACH occupants may complain that the air is stuffy or that they detect body or equipment odors. More than 10 ACH may cause drafts and occupants, especially workers seated at a desk, may feel cold air movement across their bodies. Many HVAC engineers design occupied space to have 7.5 ACH. However, some medical authorities have called for more air changes per hour in office buildings, schools, etc.

    In some buildings room pressurization may be a critical factor. An example is a hospital where the operating rooms must have positive room pressure, and intensive care units (ICUs) may require negative pressure. Other buildings with special conditioned spaces that require either a negative or a positive pressure are labs and clean rooms facilities. The typical office has slightly positive pressure and room pressure is not tested.

    In this course you will learn about testing and balancing (TAB) the ventilation air, the return air, and the heated and cooled supply air for each conditioned space’s air volume in cubic feet be minute (cfm), air changes per hour (ACH) and room pressurization and how to make changes when required. Whether it is conditioned space air volume, air changes per hour, or pressurization it is test and balance professionals that do the testing and make changes. This training helps attendees understand how proper test and balance will enhance their HVAC systems can meet energy efficiency goals, sustainability considerations and occupancy comfort.

  • Learn:

    1. The major air side components in an HVAC system.
    2. General HVAC and test and balance terminology.
    3. The types of centrifugal fans in HVAC systems.
    4. The instruments used in test and balance.
    5. The report forms used in test and balance.
    6. How to recognize when a test and balance report may have inconsistencies.
    7. Basic test and balance calculations.

    Understand how Test and Balance (TAB) professionals: 

    1. Conduct a field inspection.                                                                                      
    2. Test fan and duct pressures.
    3. Change airflow at fans and in the air distribution system.
    4. Test and Balance Constant Air Volume Systems.
    5. Test and Balance Variable Air Volume Systems.
    • Introduction to Test and Balance of HVAC Air Systems and Terminology
    • Heating, Ventilating, and Air Conditioning Systems
    • Test and Balance Procedure
    • Test Instruments and Test Report Forms
    • Field Inspection
    • Testing Fan Speed
    • Testing Fan Pressures
    • Testing Duct Pressures
    • Balance Report Forms
    • Setting Volume Dampers
    • Setting Temperature Controls
    • Terminal Velocity Instruments
    • Terminal Volume Instruments
    • Balancing Constant Air Volume (CAV) Systems
    • Balancing Variable Air Volume (VAV) Systems
    • Finalize Test and Balance
    • Test and Balance Math
  • This course is for HVAC and facility or maintenance engineers, managers, and technicians, energy and indoor air quality managers or professionals, and any related professionals interested in knowing how to: Make or call for changes to increase or decrease airflow for room supply and return air volume, air changes per hour, pressurization, and ventilation. 

  • SAMUEL C. SUGARMAN, C.T.A.B., C.E.M., C.D.S.M., C.I.A.Q.M., is an internationally recognized HVAC and TAB consultant, instructor and author. He has consulted on projects for testing and balancing, performance evaluation, design, retrofit and commissioning of HVAC systems for cleanroom facilities, corporate headquarters, government facilities, office complexes, hotels, hospitals, fume hood labs, major retail establishments, military installations, nuclear power plants, private and public schools, colleges and universities.   Mr. Sugarman was an adjunct professor at San Diego City College, and has also instructed over 250 HVAC, TAB and energy management training programs and seminars for various organizations, including AEE, ASHRAE, and the National Energy Management Institute. He has authored several books and training manuals on topics in the areas of his expertise and has received numerous awards and special recognition for his accomplishments. He currently serves as Board Chairman of the International Registry of CTAB Professionals.