Tag: test and balance

Top 3 Points to Consider Before Scheduling a Balance

Posted on by Lindsey Burbee
  • HVAC equipment is installed and operational.

This one seems like a no-brainer, but there are always occurrences when Melink arrives to perform a balance and necessary equipment either hasn’t been installed or isn’t properly operational. Examples might include VAV’s or dampers that haven’t been installed, or a RTU that isn’t operational.

Ensuring that all ductwork has been completed, balancing dampers are properly installed, any grilles, registers and diffusers are installed, and the RTUs have clean filters helps make sure that Melink can provide a proper air balance, as well as mitigate any potential return service costs. Making sure that all equipment (especially RTUs) has undergone a proper start-up to confirm power should always be completed ahead of Melink’s arrival.

  • All HVAC equipment can be easily accessed.

Another hindrance to any proper test & balance is not being able to access the necessary equipment. This includes equipment installed inside the building, as well as equipment on the roof. When working with a customer located inside a mall or shopping center, security and approved roof access becomes another added component that must be considered.

Melink typically requires assured access to all applicable HVAC system equipment, including RTUs, VAVs, Exhaust Fans, dampers, etc. Access to fully open dampers, ceiling-height diffusers, and thermostats that may be in an office is necessary to properly complete the balance. Our Account Coordinators will also discuss roof access, security measures, and accessibility to ladders or lifts.

  • Allotting adequate time (2-3 weeks) to schedule and complete the balance.

Though some seasons are busier (or slower) than others, our goal at Melink is to provide every customer the same level of service excellence no matter the time of year. This includes communication with the customer, scheduling the site visit with one of our National Network technicians, performing the balance and working with the customer on any punch-list items, and finally, providing a certified test & balance report.

Our team of National Account representatives and technicians work with the customer through each step of the process. Scheduling service with Melink approximately 2-3 weeks out from turnover will help to ensure a proper and complete balance, and enough time to work through any punch-list items or lingering comfort issues for the customer.

Want to learn more? Contact us today!

Considerations for a Successful HVAC Equipment Upgrade Program

Posted on by Lindsey Burbee

Have you ever replaced old HVAC equipment just to find that, after spending a lot of money, the comfort issues you were experiencing previously are still there?  Or you now have new problems that weren’t there before?  Your HVAC operates as a complete system, and the new equipment is only as good as its installation quality and the existing system it is connected with.  Here are some tips to help you get the most out of your HVAC equipment upgrade program.

  1. First, be proactive.  Get ahead of HVAC issues before they get worse or before they occur at all.  The more proactive you are, the lesser the negative impacts to your facilities operating budget, revenue, customer relations, and human resources.  On the flip side, with a fix-on-fail approach, you deal with costly emergency repairs, you have high energy costs from inefficient equipment, your revenue and customer relations suffer as uncomfortable customers take their business elsewhere, and your human resources incur lost productivity and even turnover of employees due to uncomfortable/unhealthy working conditions.  Not to mention the effect on your stress level when you have to deal with HVAC breakdowns!
  2. Start with a site survey.  You need an accurate inventory of your existing HVAC equipment, so you can make decisions on what to do with it.  Be clear about what information you need to have collected from the field, information that will enable you to make a thorough evaluation and meaningful recommendations.  Examples include equipment age, condition, features, operating measures, and so on.  Remember that your HVAC is a system, made up of many components all working together.  The focus can tend to be limited to the heating/cooling equipment, but there are also other pieces of the system that are very important, such as exhaust fans, ductwork, air grilles, and controls, to name a few.  Issues with these other components could limit the effectiveness of any new heating/cooling equipment.  The system is only as good as its weakest member.
  3. Assess the data.  Review the data returned from the site surveys to assess the overall scale and scope of your upgrade program.  Determine your trigger points for repair versus replacement, such as equipment age, condition, and efficiency.  This is the methodology that will help you to objectively decide whether you will continue to invest in a piece of equipment or replace it altogether.  In grading the equipment, this could be a simple, Green – Yellow – Red system of classification.  Green meaning ‘do nothing’, the equipment is good as-is.  Yellow meaning ‘repair’, the equipment has some issues that can be corrected at relatively low cost.  Red meaning ‘replace’, the equipment has completely failed or is no longer worth investing in.
  4. Prepare a scope of work.  Apply the previously prepared methodology to your entire equipment inventory.  This then becomes your scope of work for each site.  Put the scope in writing and be clear about your expectations.  Your equipment suppliers and installation contractors will need this scope in order to provide you with accurate estimates of cost and lead time.  This advanced planning, budgeting, and coordination will help to ensure the subsequent execution of the work goes smoothly.
  5. Consider the timing.  Equipment suppliers and installation contractors tend to be busiest in the summer and early fall months when construction activity peaks.  Avoiding these times helps to ensure you have the support you need, and your costs may be lower.  Plus, upgrading before summer helps to prepare your facilities to handle the hot/humid weather ahead.  Any temporary outages of heating/cooling that may occur while equipment is being repaired or replaced is less impactful on the facility operations during times of milder weather.
  6. Vet your partners.  Working with the right people makes a world of difference.  Partner with suppliers and contractors who are trustworthy and reputable.  Make sure they have experience with your type of facility and HVAC system, and are qualified for the services to be performed.  With the right team, you can accomplish most anything.
  7. Inspect the work.  After the equipment is repaired or replaced, it is imperative that it be inspected, tested, balanced, and commissioned in order to receive the full benefit of your capital investment.  This is your final assurance that you get the quality and performance expected out of your HVAC system.  When issues are uncovered during this process, be sure to have them corrected by the suppliers and contractors while they are still under warranty.  If left unaddressed, those issues will become headaches and costs to your facilities and operations teams later.

Managing an HVAC equipment upgrade program can be a daunting job.  When it is handled in a proactive and organized fashion, and includes the right partners, the results can be extraordinary.

Committed to You: A Customer-Centered Focus

Posted on by Lindsey Burbee

Customer Service Excellence is not only our responsibility, it is the cornerstone of our values at Melink. Since 1987, we have made a conscious effort to make the customer our sole focus each and every day, working to create the absolute best customer experience possible.

This year, in an effort to provide a greater experience for our Test & Balance customers, we restructured our internal account teams. Our decision to revamp our customer service team’s layout was in response to our ever-growing business, and the continually changing nature of what it means to provide a first-class experience. We choose not to be complacent, but rather question daily whether we are utilizing the most efficient customer service tactics in executing our goals and serving customer’s needs.

The new teams are made up of a dynamic group of skillsets to ensure a well-rounded support system, with the customer as the center focus. There is an Account Manager that acts as the point-person in daily communications; an Account Coordinator or Specialist who works directly with customer site contacts to effectively and efficiently schedule our National Network; and an Account Engineer offering specialized technical support for their team’s customers.

We even restructured our office space and customized our email system to provide a more cohesive and resourceful team environment. By rearranging our internal office space, our team members can better communicate proactively and at the speed of business. By providing account-specific email addresses, our customers have the comfort of knowing they are communicating directly with a dedicated team focused on their needs. By scheduling our National Network more effectively, we increase productivity and meet our customer’s needs in a timely and efficient manner.

To most, our Test & Balance division is known for providing first-class HVAC services. We go beyond what others in the industry do. We offer more than just a balance – a hands-on support system providing a full customer service experience from order to invoice!

Study Finds Building Mold Can Become Airborne, Highlighting Need for HVAC Test and Balance Services

Posted on by Lindsey Burbee

A recent study by The National Veterinary School of Toulouse in France revealed that mycotoxins can be inhaled and should be investigated as parameters of indoor air quality. This means that food fungus formerly thought to have no effect on air quality can actually become airborne and dangerous to building occupants. The results were published in Applied and Environmental Microbiology, which is the American Society for Microbiology’s journal.

 

The researchers were interested in the fact that far less research exists on the dangers of airborne fungal toxins compared to fungal toxins in foods. The research team focused on three fungi commonly found in contaminated food: Penicillium brevicompactum, Aspergillus versicolor and Stachybortys chartarum. The research team conducted this study by creating a flowing stream of air over a piece of wallpaper contaminated with the three fungi and then analyzing the samples of air.

 

The results showed some toxins from the contaminated wallpaper were present on tiny particles of dust that were considered to be easily inhalable. If you own a restaurant, hotel, retail location or supermarket, these results should be eye-opening. These findings should amplify the importance of performing regularly scheduled HVAC test and balance services to ensure your HVAC system is operating as designed, and not contributing to organic growth.

 

As a business owner, it’s extremely important to make sure that your building’s HVAC system is working properly, not only for health reasons like the airborne fungus we specified above, but for first impressions of new customers. An unbalanced HVAC system may cause humidity problems, and this may result in fogged over windows in the morning, which prevents customers from being able to see inside. Poor air pressure can even make it difficult to open doors.

 

An unbalanced HVAC system can also result in uncomfortable temperatures and humidity that does damage to ceiling tiles and creates slippery floors which can become both a safety issue and legal liability. In kitchen environments, an unbalanced HVAC system can also cause smoke and odors to flow past the hood and  seep into the dining area.

 

Here at Melink we provide HVAC test and balance services, HVAC commissioning, indoor air quality tests and water balancing services that will help to alert you to dangerous conditions within your building.

 

 

 

Our 100 percent self-performing network of technicians ensure consistency across your locations. Mechanical systems fall out of alignment over time, you should keep your HVAC at peak performance by rebalancing it every three to five years. We also offer comfort investigations that can be conducted after HVAC complaints or negative building pressure issues.

 

Many of the largest chains in the US recommend Melink because of the convenience, consistency and cost effectiveness of our service. They also know that our reputation for integrity, quality and service is proven. As we’ve demonstrated, not only can overlooking the air quality of your building be dangerous for the health of the building’s occupants, but it can also cause a business owner to lose customers. In order to best help business owners decide if it may be time for an HVAC Test and Balance service, we’ve provided these questions to ask yourself:

 

Is there a draft at the front door of my building?

Is there leakage from units in the ceiling?

Is there condensation dripping from diffusers?

Are there noticeable hot and cold spots?

 

If you answered yes to any of these question, you are likely due for some servicing. Reach out to us today to improve the conditions of your building and increase the quality of your business!

How to Read and Interpret a TAB Report

Posted on by Lindsey Burbee

HVAC system testing, adjusting, and balancing (TAB) is one of the most misunderstood trades.  In spite of its 50-year history, many contractors believe to do TAB, technicians simply need to show up with a flow hood, read grilles, hand over a piece of paper, and ask to be paid thousands of dollars. There happens to be a bit more to it than that.

Among the complexities of the trade, the final TAB report is perhaps the most critical and most misunderstood.  When the painters are done, the walls change color. When electricians are done, the
lights come on.  When the HVAC technicians are done, the building heats and cools.  When the TAB professional is done, he or she simply hands over paperwork and the other trades and owners simply must take their word for it. That paperwork is the TAB firm’s final product and should be professional, complete, concise, and as useful as possible for the end user.

Whether that end user is a design professional, facilities manager, property owner, municipal inspector, or other concerned party, the TAB report should be written and compiled in such a way that even a layman can identify any issues that potentially impact building performance.

There are five elements that any should be consistent in any TAB report:

  1.  Overall professionalism
  2.  Certification
  3.  Remarks and deficiencies
  4.  Discrepancies between design values and actual data
  5.  Mechanical drawings and floor plans

Overall professionalism speaks for itself.  Are the numbers hand-scrawled on a piece of paper or is the TAB report well-presented and organized? Does it appear to be a document reflecting the skills and expertise of the industry veteran who produced it?  Basic elements that should be included in a professional report include: an executive summary / general remarks, distribution list, table of contents, symbols and abbreviations, as well as corresponding mechanical drawings and certification.

In today’s litigious society, I’ve had more than half a dozen of my TAB reports subpoenaed in legal proceedings.  Every TAB report I compile is issued with the mindset that it may end up in the hands of a jury selected from a variety of backgrounds and be examined by professional witnesses who will scrutinize it’s
content. Once that standard is achieved, the report should be able to be tell the overall story in a way that virtually ANYONE can understand, regardless of background.

Certification is a critical element of any TAB report.  Sure, there are many incredibly capable technicians out there who operate without certification.  However, certification ensures that the
professionals who compiled the report are vetted, tested, and properly equipped to perform the work.  Certification also ensures that the TAB firm and TAB professional are current to their certifying
organizations’ standards.  Finally, certification provides recourse to the end user should there be issues with the TAB report or work performed by the TAB contractors.

Remarks and deficiencies are very often overlooked.  The professional TAB report should have both an executive summary / general remarks section up front to explain overall conditions and issues. If applicable, the summary should be followed by an itemized list of items that remain to be corrected.  There is a growing trend to include pictures of deficiencies as well. Often such deficiencies are corrected during the course of the test and balance work and by the time the final TAB report is issued, there are no remaining issues.  If that is the case, there should still be general remarks explaining the scope of work and conditions at times of testing.

Discrepancies between design values and actual data collected. The actual test data can be confusing and tedious.  Especially reports containing hundreds of pages of numbers and readings.  Even to the well-trained eye, reviewing a TAB report can be like trying to read the streaming code in the Matrix movies.  However, anyone can read “percentage of design” and determine that any item not within +/- 10% or (5% in some cases) needs further review.  ANY item not within design tolerances should be accompanied by a remark explaining why.  The remarks should also explain what corrective action can be taken, or if a corrective action is even needed.  Again, this can be a critical part of the report that should be written to stand out, even to the layman, without being overly technical or confusing.

Finally, let’s talk about mechanical drawings and floor plans. I have the great fortune of providing training to professionals from all over the world. These professionals come from a wide variety of backgrounds.  The number one complaint I hear from design professionals and facilities managers is that many TAB reports are missing floor plans / mechanical drawings that correspond to the reported data.  This is the number one item in any TAB report that makes the report practical and functional to the end user.

There are many instances where plans are not provided to the TAB contractor, or cannot be removed from a facility.  There are many options around these situations.  From a simple, hand-drawn
ceiling plan indicating supply, return, and exhaust diffusers, to taking a picture of the immovable plans and numbering the inlets, outlets, and equipment. You can use a CAD program, or even something as simple as PowerPoint to provide a visual reference. Regardless of how this is accomplished, these numbered plans and/or drawings are the glue that bind the TAB report together, and MUST be included.

The TAB report is a critical element of the construction process that assures the design team’s intent was met. It also assures the building owner that they have the systems they paid for.

The TAB report should reflect the professionalism and skills of the technicians who provided the work behind it and who ultimately compiled and published it.  However, it is a meaningless collection of data if it is not reviewed, understood, and used.

Using An Air Balance Report for HVAC Upkeep

Posted on by Lindsey Burbee

There is much hype these days in the facilities management industry about the importance of preventative maintenance, especially for critically important HVAC systems. In our experience,  we are often urgently called out to a facility because the site’s HVAC hasn’t been well maintained. While we’re happy to help, we also want to share insights so you don’t have preventable crises.

In a recent FER magazine article  – Realizing ROI on Planned Maintenance – author Michael Sherer quotes David Pogach, LEED GA, Longhorn Steakhouse Facilities Manager, as saying:

“We look at planned maintenance as a way of making sure equipment lasts its expected life cycle. … We know these programs work. They save money, so for us it’s not a debate of whether to spend the money now or later. We maintain our equipment.

“Planned maintenance makes the most sense for equipment that in-house staff doesn’t have the expertise or time to maintain. Most operators who have programs in place start with HVAC because putting people on the roof is a liability issue, and most foodservice employees don’t have the expertise to service HVAC systems.”

Following are ways you can use your air balance report to help start a new preventative maintenance program or audit the effectiveness of an existing one:

1)    In your report, you’ll have a list of deficiencies and recommendations for optimal operation (figure 1). First and foremost, you should schedule completion of these tasks as part of your quarterly or semi-annual preventative maintenance program.

 

2)   Another great use of a test and balance report is using the unit inspection checklists to see what should be monitored by your HVAC contractor (figure 2).

figure 2
Rooftop inspection checklist

 

3)   The report will also include unit3)  A third way to make the most of your air balance report is to use the HVAC system layout drawings to locate and inventory all equipment that needs to be maintained (figure 3). Please note that not all test and balance contractors provide this. manufacturers, model numbers, serial numbers, pulley sizes, belts sizes, motor horsepower ratings, and a large amount of other useful data which would aid in the implementation or upkeep of any preventative maintenance program.

figure 3
Building and rooftop layout

 4)   Finally, make sure your preventative maintenance programs include all of the items below. Omitting regular service on these is a leading causes of problem stores.

  • Change belts when damaged and verify proper belt tension
  • Replace filters quarterly
  • Clean outside air filters
  • Clean kitchen hood filters
  • Clean fan blower wheels
  • Clean grease traps
  • Clean evaporator and condenser coils
  • Verify thermostat settings are correct and someone onsite is trained how to adjust programming

Additional Reading

1. Realizing ROI On Planned Maintenance, Foodservice Equipment Reports Magazine, Michael Sherer, Aug 3, 2015

2. How To Read A T&B Report,  Fresh Air Blog, Derick Ramos, Aug 27, 2015

3. Planned HVAC Maintenance Adds Up to Big Savings for Retailers, Energy Manager Today, Karen Henry, May 11, 2015

How to implement air balance data in 5 easy steps

Posted on by Lindsey Burbee

The goal of a good facility manager is to balance the customer’s brand experience with the company’s budget allocation and facility lifetime. The goal of a good air balancer is to objectively
restore the facility’s HVAC health. The air balance report is the bridge between the two parties’ goals. Once the balance report is in your hands, we suggest the following steps to enable you to take facility management from good to great:

1. Take time to go through the report and see what problems were uncovered as well as proposed solutions.

2. Prioritize the list. Use specific criteria to determine which tasks you’ll tackle and in what order. You might start with facility goals, severity, effect on occupant comfort, effect on efficiency, budget and estimated interruption to business. This would also be a good time to consult a trusted colleague on his or her opinion. If design prints were provided, you will find punch list items of discrepancies with those prints. Punch list items are typically the most urgent. In addition to punch list items or in the absence of design prints, many air balance contractors will provide recommendations. These are a combination of urgent items and best practices. If you want the best-run stores in your market, you’ll schedule execution of all the recommendations. If you’re constrained by budget, you might pick and choose the most important.

2 examples of urgent recommendations:

  • Mold inside the rooftop units. Get those puppies cleaned ASAP!
  • Leaks in the rooftop units. Not taking care of the leaks immediately will waste your money in patching membrane and/or replacing ductwork.

3. Use the report to evaluate whether your mechanical contractor or maintenance contractor is fulfilling your expectations. We often find facility managers using air balance reports to audit performance of HVAC management.

4. Assign the punch list items and/or recommendations to your qualified mechanical contractor.

5.  Tie up loose ends by having the air balance contractor revisit your site within 30 or 60 days to verify the assignments were completed. Do not assume the fixes will be made just by
passing it off to a maintenance contractor. At the very least, inspect completion yourself. If things weren’t fixed, that voids the entire effort and wastes your hard-earned dollars. Further, you’ll keep experiencing the problems.

Note: If your tasks include replacing equipment or major layout changes, you’ll need a balancer to tune the HVAC system to near design airflow so you can maintain a healthy building.

If there’s only one step you take away from this article, it needs to be No. 5. This advice is most often overlooked but distinguishes good facility managers from great ones.

The #1 Air Balance Bummer: Negative Building Pressure

Posted on by Lindsey Burbee

What’s the first thing you experience when you arrive at a restaurant? You might say the delicious aromas, lighting, and possibly the smiling hostess asking how many are in your party. But the very first thing anyone experiences is the door. How many times have you found yourself struggling to open the darned restaurant door? You pull the handle, but it won’t budge. You try the other handle, to no avail. You think, “There’s no way this is locked, it’s the middle of the lunch rush and I can see people inside.” With all your strength, you finally crack it open and squeeze through. You might feel a large draft on your back and then, finally, slam! Woman pulling on door

 If this common door problem has happened to you, how many times do you think it has happened to customers entering one of your restaurants? While your first hypothesis may be that it is a door hinge problem, it is actually part of a larger problem: negative building pressure. And that is just one symptom of a sick building.

 Sick Building Syndrome is a serious situation restaurant facility managers and owners cannot afford to take lightly.

Check out these three must-know tips:

  1. Know what to look for. This simple illustration shows the most common problems related to HVAC air balance, which cause sick building syndrome.  Educate your teams as well.

Unbalanced HVAC system problem graphic

  1. Assign someone at each restaurant location – the store manager or maybe a shift leader – to watch for these sick building symptoms. Give them a process for reporting these problems so you have a record of the issues.  View our Sick Building Syndrome white paper and distribute to your teams for diagnosing comfort problems.
  1. Don’t just take it from us, read more on this important topic from expert Rob Falke, How to Measure Building Pressures, published on ContractingBusiness.com, an online industry publication.

Do Any of These 4 HVAC Issues Occur at Your Restaurant?

Posted on by Lindsey Burbee

Are you contracting out your preventative maintenance?  Unfortunately, we’ve seen a lot of restaurant managers be misled by their mechanical contractors into thinking their “building is balanced”, but still notice misreported or never- reported problems that are causing complaints from their guests.  For example, you’ve been told that air filters and screens used for the outside air intake are clean, or that belts are tight, when they are in fact loose or cracking and ready to break.  These facility problems would cost so much less if treated immediately.  For example, a $10 fan belt replacement, if not replaced by your facility management when needed can cause irreversible damage to the rooftop RTUs, along with the cost of uncomfortable guests.  These instances escalate in the summer and fall months, when outdoor weather threatens indoor comfort.

Be aware of these frequent summer sick building symptoms, so you can call out the indicators, if necessary:

  1. Humidity- Sits in the carpets or hardwood floors causing buckling, odor, and mold.  Often triggers allergies for guests.
  2. Too much exhaust and little or no fresh air-causing a negative building pressure, so anything in the outside air can come in, including bugs and pests.
  3. Condensation on windows and/or grills
  4. Entry doors hard to open- Leaving guests frustrated, or worse-assuming the restaurant is closed

All the above issues can cause a negative building pressure, allowing the outside air to infiltrate the building through every crack and crevice, causing damage that could shut a restaurant down from a health code standpoint. If you’re concerned that your building is uncomfortable or not running how it was designed to, you have the option of calling in a third party HVAC balance service who can give you an objective diagnosis of the issue, and fix it.

 

Top 5 Reasons we get called for an HVAC Test & Balance

Posted on by Lindsey Burbee

An “air balance” is a process for measuring the performance of an HVAC system, and for providing the occupants with a comfortably conditioned space according to design specifications. In other words, it is an overall health check for your HVAC systems to make sure the equipment is mechanically sound, that there is positive building pressure and that the thermostat and air flow are adjusted properly.  –Greg DuChane, Trane

A test and balance service serves the same purpose as changing the oil in a car to keep the engine running healthily.  Preventative maintenance for any vehicle or piece of equipment is understandably a best practice for avoiding high stress circumstances, such as a car break-down in the middle of a deserted road.  In the context of HVAC, a high stress circumstance could be losing your air conditioning on a hot August day and watching customers leave the building!  See our top 5 reasons we get from customers who call for us to come out and balance their stores:

To learn more and see pictures of many of these circumstances, read HVAC Test & Balance: Defined with Examples from the Field