Planning & Scheduling TAB Work for the Best Value Outcome


One of the most valuable processes for a new or modified HVAC system is air and water balancing. Unfortunately, it has become business-as-usual during construction for balancing to be squeezed between equipment start-up and owner move-in. Whereas equipment start-up schedules tend to slip and owner move-in dates are cast-in-stone, time for proper balancing is often woefully short and, sometimes non-existent. Combine this with the fact that testing, adjusting, and balancing (TAB) is considered an end-of construction activity, there is little attention paid to preparing for successful balancing off the schedule’s critical path. This webinar will recommend steps that can be taken, starting at contract award and extending through TAB Report submittal, to increase the efficiency and effectiveness of balancing at the end of construction, a benefit to contractors and owners alike.

Learning Objectives

  • Identify construction document review comments a TAB contractor may be uniquely qualified to provide.
  • Name some of the things a TAB contractor may be uniquely qualified to identify during construction site visits.
  • Understand the key elements of a TAB Plan.
  • Identify the key milestones and order of events for scheduling TAB work.

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Feb 16 2022


2:00 pm


  • Miles Ryan
    Miles Ryan
    PE, Questions & Solutions Engineering

    Miles Ryan is a commissioning engineer at Questions & Solutions Engineering in Chaska, MN. He has eleven years’ experience in the industry, getting his start as a Civil Engineering officer in the Air Force. He served in various roles overseeing the design, construction, and operation of facility mechanical systems at Grand Forks AFB, ND. In 2015, he became a mechanical systems instructor at the Air Force Institute of Technology (AFIT). Since leaving active duty in 2018, he has remained on faculty at AFIT as an Air Force Reservist to continue teaching courses in HVAC control systems as well as HVAC design and analysis. He holds a B.S. in mechanical engineering from Montana State University and M.S in architectural engineering from University of Colorado Boulder. He is a licensed professional engineer in the state of Ohio.

  • Pat Young
    Pat Young
    TBE, CxA, Test & Balance Corporation
  • Rebecca Ellis
    Rebecca Ellis
    P.E., CxA, Questions & Solutions Engineering

    Rebecca is a nationally recognized leader in the building commissioning industry. In addition to being a licensed professional engineer in 17 states, she is a LEED Accredited Professional and holds commissioning certifications from ASHRAE, the Building Commissioning Association, and the AABC Commissioning Group. She has Master’s and Bachelor’s Degrees in Mechanical Engineering from MIT and the University of Minnesota, respectively. She has helped define mainstream commissioning services and has written a monthly column about commissioning for Engineered Systems magazine for more than 20 years. Rebecca is Founder and President of Questions & Solutions Engineering, a consulting engineering firm committed to working with facility owners and operators worldwide to achieve high performance from their new and existing mechanical, electrical, and life safety systems.

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