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6.7.3.3.1 General
Construction documents shall require that all HVAC systems be balanced in accordance with generally accepted engineering standards (see Informative Appendix E). Construction documents shall require that a written balance report be provided to the building owner or the designated representative of the building owner for HVAC systems serving zones with a total conditioned area exceeding 5000 ft2.
6.7.3.3.2 Air System Balancing
Air systems shall be balanced in a manner to first minimize throttling losses. Then, for fans with fan system power greater than 1 hp, fan speed shall be adjusted to meet design flow conditions.
6.7.3.3.3 Hydronic System Balancing
Hydronic systems shall be proportionately balanced in a manner to first minimize throttling losses; then the pump impeller shall be trimmed or pump speed shall be adjusted to meet design flow conditions.
Exceptions to 6.7.3.3.3
Impellers need not be trimmed nor pump speed adjusted
  1. for pumps with pump motors of 10 hp or less or
  2. when throttling results in no greater than 5% of the nameplate horsepower draw, or 3 hp, whichever is greater, above that required if the impeller was trimmed.

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