I hear these questions all the time:

What is “testing and balancing (TAB),” and why is it essential to a facility?

What is done during the balancing process, and how do I know if it is adequately performed?

To some, TAB is a mysterious process, performed at the end of a project that takes up crucial time and “causes” issues. It is a process where the product cannot be seen other than some documentation saying it has been completed.

However, that is the essence of balancing. It is a process that, if executed properly, will find issues, help correct them, and ensure that the HVAC and plumbing systems are operating as they are designed. If a balancer does their job right, the facility will not know that they have been there, and everything will feel normal. Everyone will be comfortable, the building will be running efficiently, and the essential ventilation needed to keep the occupants safe will properly flow into the facility.

If balancing is not performed correctly, EVERYONE will know. Improper balancing causes temperature fluctuations, drafts, noise, humidity, and building pressure problems! All the energy-efficient features that were designed into the system — Throw those right out the window!

Here is a prime example of a common balancing issue.

You walk into a restaurant and have trouble opening the front door. When that door finally opens, a rush of cold air hits everybody trying to enjoy their meals. That is a balancing problem. And this problem results in skyrocketing energy bills and unhappy occupants.

The early selection of a TAB contractor is essential. The TAB contractor should be part of the construction and commissioning team from day one. They should give input on system design, installation prerequisites, scheduling, and procedures to ensure the project’s close-out is problem free.

Ultimately, it is the balancer’s responsibility to ensure that the systems are running as designed. That all the air and water flow throughout the building is correct and that each piece of equipment works together to provide proper heat transfer, air changes, and pressure.

How important is the TAB contractor? 

A qualified balancing contractor can make or break a project.  Their ability to identify, communicate and resolve issues separate the good balancers from the great ones. The TAB contract is the smallest contract on the project, with the largest impact on the end product and customer experience.

-Nick Muscolino, VP, Aero Performance Group