NEBB Testing, Adjusting and Balancing Certified Technician (CT) study materials
NEBB Testing, Adjusting and Balancing Certified Technician (CT) study resources

NEBB Testing, Adjusting and Balancing Certified Technician (CT) study plan

NEBB Testing, Adjusting and Balancing Certified Technician (CT) · Give each week a clear focus.

8 weeks · About 7 hours per week

Week 1

Air Systems Testing, Adjusting and Balancing & Test Instruments and Measurement Techniques

  • Map the standard air-side TAB sequence (fan rotation, static profile, terminal airflow, diversity) and write it out from memory without notes

  • Compute duct velocity, velocity pressure, and CFM from VP readings for 10 practice duct traverses using a pitot tube

  • Identify and label the parts of a pitot tube, inclined manometer, and rotating-vane anemometer, and state the application limits of each

  • Correct at least 8 barometric-pressure and temperature readings for altitude and density using the standard correction formulas

Your checkpoint

A one-page air-side TAB sequence flowchart plus a 10-row traverse calculation worksheet with density-corrected CFM values

Week 2

Air Systems Testing, Adjusting and Balancing & System and Equipment Fundamentals (fans, pumps, coils, dampers, valves)

  • Diagnose five fan-curve scenarios (system effect, backward-curved vs. forward-curved, wrong rotation) and select the corrective action for each

  • Calculate fan Laws 1, 2, and 3 predictions for speed and RPM changes on three practice fan systems

  • Explain how opposed-blade versus parallel-blade dampers affect airflow and select the correct damper type for four given applications

  • Perform a proportional balancing exercise on a 6-terminal branch, ordering the terminals and documenting the adjustment order

Your checkpoint

A completed 6-terminal proportional balancing worksheet showing initial readings, adjustment order, and final readings within 10% of design

Week 3

Hydronic Systems Testing, Adjusting and Balancing & System and Equipment Fundamentals (fans, pumps, coils, dampers, valves)

  • Trace a hydronic loop from pump discharge through coils, balance valves, and return, and label each component's TAB function

  • Compute pump head, flow, and brake horsepower from a given pump curve for at least five operating points

  • Differentiate two-way, three-way, and pressure-independent control valves and predict the flow effect of each in three circuit sketches

  • Calculate coil water-side temperature difference and GPM from a given load, and verify against a design schedule

Your checkpoint

A labeled hydronic loop schematic with a 5-row pump operating-point table showing flow, head, and BHP calculations

Week 4

Hydronic Systems Testing, Adjusting and Balancing & Test Instruments and Measurement Techniques

  • Read and record differential pressure across a balancing valve and convert it to GPM using a manufacturer valve-coefficient chart for 10 practice points

  • Compare ultrasonic, venturi, orifice, and pitot-based hydronic flow measurement methods and state the accuracy trade-offs of each

  • Set up a differential pressure gauge and a differential pressure transmitter in a practice rig and record three repeat readings to verify repeatability

  • Describe the procedure for verifying instrument calibration and state the maximum allowable drift for each measurement type used

Your checkpoint

A 10-point valve-flow conversion log with computed GPM, plus a written calibration-check checklist for each instrument used

Week 5

NEBB Procedural Standards, Specifications, and Report Forms & Air Systems Testing, Adjusting and Balancing

  • Outline the NEBB procedural steps for a complete air-system TAB project, from pre-bid review through final report

  • Distinguish design intent documents, specifications, and submittals, and identify what each controls in a TAB scope

  • List the required contents of a final TAB report and match each section to the field data that feeds it

  • Draft a deficiency log entry for three typical field conditions (low airflow, high static, short belt life) using proper TAB terminology

Your checkpoint

A report-table-of-contents skeleton populated with the field data sources for each section, plus three written deficiency log entries

Week 6

NEBB Procedural Standards, Specifications, and Report Forms & Hydronic Systems Testing, Adjusting and Balancing

  • Complete a full set of air and water test report forms for a mock 10-terminal, 3-loop project using plausible field data

  • Identify the specification requirements that would trigger a re-test or a formal non-conformance report

  • Order the pre-functional checklist, functional performance test, and final balancing steps into the correct sequence for a combined air and water project

  • Verify that a completed report form is internally consistent (design versus actual, diversity, tolerances) for at least eight checks

Your checkpoint

A completed mock air-and-water TAB report package covering 10 terminals and 3 hydronic loops with an internal consistency check sheet

Week 7

Safety, Jobsite Practices, and Coordination with Other Trades & System and Equipment Fundamentals (fans, pumps, coils, dampers, valves)

  • Identify the required PPE and lockout/tagout steps before working on a fan or pump, and write the safe-start procedure for each

  • Explain coordination requirements with mechanical, electrical, controls, and commissioning trades for five typical schedule conflicts

  • Recognize the safety hazards of working near energized equipment, rotating shafts, and pressurized hydronic systems, and state the control for each

  • Describe the correct handling, storage, and calibration protection procedures for test instruments on a jobsite

Your checkpoint

A one-page jobsite safety and coordination checklist covering PPE, LOTO, and trade-interface steps for a typical TAB site visit

Week 8

Air Systems Testing, Adjusting and Balancing & Hydronic Systems Testing, Adjusting and Balancing & Test Instruments and Measurement Techniques & NEBB Procedural Standards, Specifications, and Report Forms & System and Equipment Fundamentals (fans, pumps, coils, dampers, valves) & Safety, Jobsite Practices, and Coordination with Other Trades

  • Complete two full-length timed practice exams and score each domain separately to identify remaining weak areas

  • Re-work every missed question from both practice exams and write a corrected answer with the supporting principle

  • Re-derive from memory the air and water formulas (CFM from VP, GPM from ΔP, fan laws, pump laws) without reference

  • Review the weakest two domains and redo one focused drill for each

Your checkpoint

A scored practice-exam summary with per-domain percentages, a list of corrected missed items, and a one-page formula sheet written from memory

Milestones

Week 2: Complete a 6-terminal proportional air balance on paper, with final readings within 10% of design and a written adjustment order

Week 4: Score at least 75% on a self-made 25-question quiz covering Domains 1, 2, 3, and 5, and correctly convert 10 valve ΔP readings to GPM

Week 6: Produce a complete mock air-and-water TAB report package that passes an internal consistency check on at least 8 criteria

Week 8: Score at least 80% overall on both timed practice exams, with no single domain below 70%