NEBB Testing, Adjusting and Balancing Certified Professional (CP) key terms
NEBB Testing, Adjusting and Balancing Certified Professional (CP) · Get comfortable with the vocabulary.
- Testing, Adjusting and Balancing (TAB)
- Related: Balancing, Design Airflow
The systematic process of measuring HVAC system performance, adjusting components to design values, and documenting final airflow, pressure, and temperature conditions so the installed system delivers intended performance.
- Balancing
- Related: Proportional Balancing, Design Airflow
The final phase of TAB work in which dampers, valves, sheaves, and controls are set so each terminal and circuit receives its proportionate or design flow within allowed tolerance.
- Design Airflow
- Related: Balancing, Tolerance
The airflow rate, usually in liters per second or cubic feet per minute, that the engineer specifies for a terminal, zone, or equipment item on the contract documents.
- Tolerance
- Related: Design Airflow, Final Report
The permitted deviation between measured and design values, commonly expressed as a percentage of design flow, within which a system is considered acceptably balanced.
- Proportional Balancing
- Related: Balancing, Damper
A method that adjusts branch dampers so all terminals in a group share the same percentage of design flow before the group total is trimmed, preserving intended air distribution.
- Pitot Tube
- Related: Velocity Pressure, Traverse
A probe with a total-pressure opening facing airflow and a static-pressure opening perpendicular to it; the difference between the two yields velocity pressure for calculating duct velocity and airflow.
- Velocity Pressure
- Related: Pitot Tube, Static Pressure
The pressure exerted by moving air, equal to total pressure minus static pressure; its square root is proportional to velocity and is the basis for most duct airflow measurements.
- Static Pressure
- Related: Velocity Pressure, Total Pressure
The outward pressure air exerts perpendicular to duct walls, measured by a manometer or gauge and used to assess fan load, filter loading, and available pressure at terminals.
- Total Pressure
- Related: Static Pressure, Velocity Pressure
The sum of static and velocity pressure at a point in an air system, representing the total energy available to overcome downstream resistance.
- Traverse
- Related: Pitot Tube, Velocity Pressure
A measurement procedure that averages velocity pressure readings across multiple points in a duct cross section to determine a representative average velocity and total airflow.
- Airflow Hood
- Related: Balancing, Design Airflow
A calibrated capture device placed over a supply, return, or exhaust outlet that measures volumetric airflow directly and is the standard instrument for terminal balancing.
- Manometer
- Related: Static Pressure, Pitot Tube
An instrument that measures pressure differential, often digital or inclined-liquid type, used for static pressure, filter drop, and fan performance readings during TAB work.
- Anemometer
- Related: Airflow Hood, Velocity Pressure
A velocity-measuring instrument, such as a rotating vane, thermal, or hot-wire type, used to check face velocities at coils, grilles, and open areas.
- Damper
- Related: Proportional Balancing, Balancing Valve
A movable blade or vane inside ductwork or at an outlet that restricts or redirects airflow; volume dampers are the primary adjustment device in air balancing.
- Balancing Valve
- Related: Hydronic Balancing, Differential Pressure
A valve fitted with measurement ports and a calibrated setting indicator, allowing hydronic flow to be measured and locked at design value without guesswork.
- Hydronic Balancing
- Related: Balancing Valve, Pump Curve
Adjusting water flow through coils, branches, and pumps to design values using balancing valves, pressure readings, and pump curves so heat transfer matches design.
- Differential Pressure
- Related: Balancing Valve, Static Pressure
The difference in pressure between two points, such as across a coil, filter, or balancing valve; it is the key reading for determining water or air flow through a resistance.
- Pump Curve
- Related: Hydronic Balancing, Differential Pressure
A manufacturer's graph showing the relationship between flow and head for a pump; used to verify that measured pump operation matches design and to diagnose throttling or cavitation.
- Fan Curve
- Related: System Curve, Static Pressure
A manufacturer's graph relating airflow, static pressure, power, and efficiency for a fan; used to predict and confirm operating point after balancing adjustments.
- System Curve
- Related: Fan Curve, Pump Curve
A curve showing how the resistance of a duct or piping system varies with flow; its intersection with the fan or pump curve defines the actual operating point.
- Fan Laws
- Related: Fan Curve, Sheave
Relationships stating that airflow varies with speed, pressure with speed squared, and power with speed cubed; used to predict the effect of sheave or speed changes.
- Sheave
- Related: Fan Laws, Fan Curve
A grooved pulley on a fan or motor shaft whose diameter sets the belt-driven speed ratio; changing it is a common adjustment to correct airflow.
- Variable Air Volume (VAV) Box
- Related: Design Airflow, Damper
A terminal unit with a modulating damper and often a reheat coil that varies airflow to a zone in response to thermostat demand; balancing requires setting minimum and maximum flows.
- Minimum Airflow
- Related: Variable Air Volume (VAV) Box, Design Airflow
The lowest airflow a VAV terminal is permitted to deliver, set to satisfy ventilation, heating, or fan-safety requirements and verified during balancing.
- Economizer
- Related: Outside Air, Damper
A control sequence that uses outdoor air for cooling when conditions allow; TAB must verify damper positions, linkage travel, and minimum outdoor-air settings.
- Outside Air
- Related: Economizer, Airflow Hood
Air drawn from outdoors for ventilation or free cooling; its quantity must be measured and set to meet code minimums and design intent during balancing.
- Return Air
- Related: Exhaust Air, Airflow Hood
Air extracted from conditioned spaces and conveyed back to the air handler; return airflow is measured and balanced so supply and return quantities are properly related.
- Exhaust Air
- Related: Return Air, Building Pressure
Air deliberately removed from a space to the outdoors by fans or exhaust systems; balancing ensures it matches design and maintains intended space pressure relationships.
- Building Pressure
- Related: Exhaust Air, Outside Air
The pressure difference between indoors and outdoors, controlled by balancing supply, return, and exhaust air so the building is slightly positive or negative as designed.
- Coil
- Related: Hydronic Balancing, Face Velocity
A heat exchanger in an air handler or terminal that transfers heat between air and water or refrigerant; airflow and water flow across it must both be balanced.
- Face Velocity
- Related: Coil, Anemometer
The average air speed approaching a coil, filter, or grille face, calculated as airflow divided by face area and checked against design to avoid carryover or poor heat transfer.
- Filter Pressure Drop
- Related: Static Pressure, Fan Curve
The static pressure lost as air passes through a filter; measured during TAB to confirm clean-filter design drop and to set fan speed or alarm setpoints.
- Temperature Difference
- Related: Coil, Hydronic Balancing
The difference between entering and leaving air or water temperatures across a coil or unit, used with flow to verify capacity and confirm balanced performance.
- Sound Level
- Related: Face Velocity, Airflow Hood
The measured noise at a space or terminal, often in A-weighted decibels; balancing can reduce noise by correcting excess airflow or velocity.
- Duct Leakage Test
- Related: Static Pressure, Design Airflow
A pressurization test that quantifies air escaping from ductwork before balancing, ensuring measured system airflow reflects delivered airflow rather than losses.
- Pre-Functional Check
- Related: Balancing, Functional Performance Test
Verification before balancing that equipment is installed, energized, and operable, filters are clean, dampers move freely, and controls respond, so measurements are valid.
- Functional Performance Test
- Related: Pre-Functional Check, Final Report
A documented test confirming that systems and controls respond correctly under operating sequences, often performed after TAB to validate integrated performance.
- Final Report
- Related: Tolerance, Functional Performance Test
The TAB deliverable documenting instruments used, measured versus design values, adjustments made, and deficiencies, serving as the record of certified system performance.