ICB Certification Manual - NEMIConline.org · ICB Certification Manual version 170501 | i Document...

8403 Arlington Blvd, Suite 100 • Fairfax, Virginia 22031

CERTIFICATION MANUAL Version 170501

As proved by the International Certification Board on May 2, 2017

© Copyright, 2003, 2005, 2007, 2010, 2012, 2015, 2016, 2017

The Sheet Metal Industry International Certification Board

8403 Arlington Blvd, Suite 100

Fairfax, Virginia 22031

All rights reserved

DISCLAIMER

The International Certification Board of the Sheet Metal Industry (ICB) has compiled this manual with care,

but ICB has not investigated, and ICB expressly disclaims any duty to investigate any product, process,

procedure, design or like that, that may be described in this manual. ICB does not warrant that the

information contained in this manual is free of errors. The user assumes the entire risk of the use of this

manual.

NO PART OF THIS MANUAL MAY BE REPRODUCED, STORED IN A RETRIEVAL SYSTEM, OR TRANSMITTED IN

ANY FORM OR BY ANY MEANS, ELECTRONIC, MECHANICAL, PHOTOCOPYING, RECORDING, SCANNING OR

OTHERWISE WITHOUT PERMISSION IN WRITING FROM THE INTERNATIONAL CERTIFICATION BOARD OR

FROM THE ORIGINAL HOLDER OF THE COPYRIGHT AS INDICATED IN THE TEXT.

ICB Certification Manual version 170501 | i

Document Profile

Title ICB Certification Manual, version 170501

Class DOC

Category Policy

Owner Davor Novosel, primary author

Type Original: MS Word 2013

Final: Adobe Acrobat with password security

Access Rights Read only pdf

Document Version Control Table

Version Number Purpose / Changes Author Date

120914 Original release Davor Novosel 09/14/2014

150901 Updated to match with the most current version of the ICB Policies & Procedures; match terms to ISO 17000; added Mechanical Acceptance Test Employer certification scheme; changed renewal date to 3/31; add section 2.7 Information Release Policy

Davor Novosel 09/01/2015

161101 Reviewed and updated by Marc Rifkind, counselor to NEMIC (document 20354167v1 - 0758.01 151216 ICB Certification Manual); Added language on certification status of retired TABB technician and TABB-certified Supervisors (see new Section 2.8). No CEU’s will be granted for development of certification exam questions as this is the sole responsibility of the ICB Technical Committee; certifications expire 2 years from the last day of the quarter in which the applicant obtained certification.

Marc Rifkind & Davor Novosel

01/11/2016

ii | ICB Certification Manual version 170501

170501 Per ICB request, Section 1.5 clarifies that a PHYSICAL stamp will only be issued upon request. Updated language in Section 2.5 indicating that certification can be withdrawn at any time as well as added language with regard to number of required CEUs when holding multiple certifications (Section 2.4) Add newly approved TAB Stamp Agreement (Attachment 2) and Retiree Certificate of Recognition (Attachment 3)

Davor Novosel Marc Rifkind

05/01/2017

For additional information on document version control please consult the NEMIC Document Version

Control Policies.

ICB Certification Manual version 170501 | iii

Contents

1 Introduction to ICB Certification ................................................................................................ 1

1.1 Definitions and Abbreviations ............................................................................................. 1

1.2 Purpose and Overview ........................................................................................................ 1

1.3 Amendment and Interpretation .......................................................................................... 1

1.4 The Meaning of Certification ............................................................................................... 2

1.5 Certification Documents ...................................................................................................... 2

1.6 Contact Information ............................................................................................................ 3

2 General Rules ............................................................................................................................ 4

2.1 ICB Code of Conduct ............................................................................................................ 4

2.2 Testing and Certification Fees ............................................................................................. 4

2.3 Duration of Certification ...................................................................................................... 4

2.4 Renewal of Certification ...................................................................................................... 4

The International Certification Board Code of Conduct ......................................................... 5

2.5 Suspension or Withdrawal of Certification ......................................................................... 6

2.6 Procedures for Resolution of an Appeal or a Complaint ..................................................... 6

2.6.1 Exclusivity ............................................................................................................ 6

2.6.2 General Rules on Required Deliveries and Time Limits for the Same ................. 6

2.6.3 Procedure for Resolution of an Appeal ............................................................... 7

2.6.4 Procedure for Resolution of a Complaint ............................................................ 9

2.6.5 ICB Decisions and Sanctions .............................................................................. 13

2.7 Information Release Policy ................................................................................................ 14

2.8 Retiree Status .................................................................................................................... 14

3 The Certification Process for Technicians ................................................................................. 15

4 The Certification Process for Supervisors ................................................................................. 16

4.1 Eligibility Requirements ..................................................................................................... 16

4.2 The Certification Process ................................................................................................... 16

4.2.1 Application ........................................................................................................ 16

4.2.2 Supervisor Certification Examination ................................................................ 16

4.2.3 Supervisor Certification ..................................................................................... 17

4.3 Requirement of Qualifying Employment ........................................................................... 17

4.4 Renewal of Certification .................................................................................................... 17

5 The Certification Process for Contractors ................................................................................. 18

5.1 Eligibility Requirements ..................................................................................................... 18

iv | ICB Certification Manual version 170501

5.2 The Certification Process ................................................................................................... 18

5.2.1 Application ........................................................................................................ 18

5.2.2 Certification ....................................................................................................... 18

5.3 Applicants with Multiple Locations ................................................................................... 18

6 Commissioning Certification Scheme ....................................................................................... 21

6.1 Purpose and Overview ...................................................................................................... 21

6.2 Certified Commissioning Supervisor ................................................................................. 21

6.2.1 Eligibility ............................................................................................................ 21

6.2.2 Renewal of Certification .................................................................................... 21

6.2.3 Acceptable CEUs ................................................................................................ 21

6.2.4 Commissioning Supervisor Knowledge Base ..................................................... 22

6.3 ICB-certified Commissioning Contractor ........................................................................... 23

7 HVAC Fire Life Safety Level One Certification Scheme ............................................................... 24


7.2 HVAC FLS1 Supervisor ....................................................................................................... 24

7.2.1 Eligibility ............................................................................................................ 24


7.2.3 Acceptable CEUs ................................................................................................ 25

7.2.4 HVAC FLS1 Supervisor Knowledge Base ............................................................ 25

7.3 ICB-certified HVAC FLS1 Contractor .................................................................................. 28

8 HVAC Fire Life Safety Level Two Certification Scheme ............................................................... 29


8.2 HVAC FLS2 Supervisor ....................................................................................................... 29

8.2.1 Eligibility ............................................................................................................ 29


8.2.3 Acceptable CEUs ................................................................................................ 29

8.2.4 HVAC FLS2 Supervisor Knowledge Base ............................................................ 30

8.3 ICB-certified HVAC FLS2 Contractor .................................................................................. 36

9 Indoor Air Quality Certification Scheme ................................................................................... 37


9.2 Certified IAQ Supervisor .................................................................................................... 37

9.2.1 Eligibility ............................................................................................................ 37


9.2.3 Acceptable CEUs ................................................................................................ 38

ICB Certification Manual version 170501 | v

9.2.4 IAQ Supervisor Knowledge Base ....................................................................... 38

9.3 ICB-certified IAQ Contractor .............................................................................................. 42

10 Mechanical Acceptance Test Certification Scheme .................................................................. 43

10.1 Purpose and Overview .................................................................................................... 43

10.2 Eligibility .......................................................................................................................... 43

10.3 Application....................................................................................................................... 43

10.4 Certification Exam ........................................................................................................... 44

10.5 Scoring the Certification Test .......................................................................................... 44

10.6 Time Limits on Testing and Re-Testing ............................................................................ 44

10.7 Certification Documents .................................................................................................. 45

11 Sound & Vibration Certification Scheme................................................................................. 46


11.2 Certified Sound & Vibration Supervisor .......................................................................... 46

11.2.1 Eligibility .......................................................................................................... 46

11.2.2 Renewal of Certification .................................................................................. 46

11.2.3 Acceptable CEUs .............................................................................................. 46

11.2.4 Sound & Vibration Supervisor Knowledge Base .............................................. 47

11.3 ICB-certified Sound & Vibration Contractor .................................................................... 49

12 Testing, Adjusting and Balancing Certification Scheme ........................................................... 50


12.2 Certified TABB Supervisor ............................................................................................... 50

12.2.1 Eligibility .......................................................................................................... 50

12.2.2 Renewal of Certification .................................................................................. 50

12.2.3 Acceptable CEUs .............................................................................................. 50

12.2.4 TABB Supervisor Knowledge Base ................................................................... 51

12.3 TABB-certified Contractor ............................................................................................... 54

12.4 Independent TABB Contractor Certification ................................................................... 55

Attachment 1. ICB Conformity Assessment Vocabulary ............................................................... 57

Attachment 2. Integrity and Stamp Agreement .............................................................................. i

Attachment 3. Retiree Certificate ............................................................................................... 11

vi | ICB Certification Manual version 170501

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PART 1

General Procedures and Requirements

1 Introduction to ICB Certification

ICB Certification Manual version 170501 | 1


1.1 Definitions and Abbreviations

This document contains terminology which is defined in the ICB Conformity Assessment Vocabulary

document (see Attachment 1). Words highlighted in bold, e.g., appeal, are defined in said document. Each

person using this manual is strongly encouraged to familiarize herself/himself with the definitions listed

in the ICB Conformity Assessment Vocabulary document.

1.2 Purpose and Overview

This manual describes the process of how one can become an ICB-certified contractor, supervisor or

technician in a certification scheme. Any questions regarding the certification process should be

directed to the ICB. Contact information is provided in Section 1.6.

This document is divided in two major parts:

Part 1, Sections 1-5 describe the basic process and requirements for all certification schemes.

Part 2, Certification Schemes, starts with Section 6 of this Manual. Each section in Part 2 provides

additional information for the particular certification scheme, which may include prerequisites or

competencies that must be met in addition to the core requirements.

1.3 Amendment and Interpretation

ICB may at any time and without prior notice amend any part of this manual and standards, procedures,

competence requirements, application forms, lists, and other items to which this manual refers. An

amendment may change certification requirements, and may affect current certifications, renewals

and/or new applications for certification.

ICB alone will interpret and administer its standards and procedures, including those set forth in this

manual. Except as provided, however, decisions of the ICB are not subject to review.

ICB may at any time and without prior notice adopt, change or discard rules and guidelines for the ICB’s

internal processes with respect to various certification-related activities, and/or set standards for the

certification process.


2 | ICB Certification Manual version 170501

1.4 The Meaning of Certification

Certification is a statement that a contractor, supervisor or technician has met ICB’s requirements for

certification. The purpose of ICB’s certification is to demonstrate that ICB-certified contractors,

supervisors or technicians are knowledgeable and skilled professionals.

Maintaining the ICB certification requires continued compliance with the ICB Code of Conduct, which

states:

Each person certified by the International Certification Board (ICB) shall practice his or her profession

consistent with the standards and procedures applicable to the certification, and the highest quality

workmanship.

The full text of the Code of Conduct is listed in Section 2.1.

1.5 Certification Documents

On certification ICB will issue the following:

A certificate including:

Date of certification,

The name of the technician, supervisor, or contractor

Certification scheme

Other pertinent information

For technicians and contractors, an electronic stamp card will be available for downloading

providing that the technician or supervisor sign the ICB-certified Testing, Adjusting and

Balancing Stamp Agreement (see Attachment 2)

The certification is valid for two full years (see Section 2.3 for definition).

An ICB-certified TAB technician or a TABB contractor will be issued an physical identification stamp by

request only. The cost of the stamp will be assessed to the technician or contractor. The technician and

the contractor must hold and use the stamp in accordance with the ICB-certified Testing, Adjusting and

Balancing Stamp Agreement (see Attachment 2). Each certificate and card is paid for by and remains the

property of the ICB. A charge will be assessed to replace lost or damaged certification documents or

stamps. Certification documents must be surrendered to the ICB whenever the ICB so demands. Misuse

of, or misrepresentation concerning, any stamp or certificate may result in withdrawal of certification

and repeal of the certificate, card and stamp.



1.6 Contact Information

Director of Certification

International Certification Board

8403 Arlington Blvd, Suite 100

Fairfax, VA 22031

Telephone: (800) 458-6525 (toll free)

(703) 299-5646

Email: [email protected]

Website: www.icbcertified.org

mailto:[email protected]

http://www.icbcertified.org/

2 General Rules


2 General Rules

2.1 ICB Code of Conduct

The ICB has adopted a Code of Conduct. Every contractor, supervisor or technician must comply with

the Code of Conduct as a requirement for maintaining certification. Violations of the Code of Conduct are

grounds for suspension, withdrawal or non-renewal of certification (see Section 2.5).

2.2 Testing and Certification Fees

ICB sets a schedule of testing and certification fees. For an up-to-date fee schedule, visit the ICB website

at www.icbcertified.org.

2.3 Duration of Certification

The ICB certification is valid for two full years from the last day of the quarter in which the candidate

obtained the certification. For example, a certification that originally was issued on May 1, 2015 would

expire on June 30, 2017.

2.4 Renewal of Certification

ICB will send a renewal notice to technicians, contractors and supervisors approximately 120 days before

their certificates expire. The renewal application forms, and all information required by those forms,

must be submitted at least thirty (30) days before the certificate expires.

At time of renewal the person holding the original certificate must meet all qualifications and

requirements mandatory for initial certification.

A technician holding two or more certifications shall only complete four hours of continuing education

units (CEUs) from the list of courses pertaining to his/her certifications.

A supervisor holding two or more certifications shall complete hours of continuing education units as

listed in the following table.

Group Certifications Held CEUs

1 Commissioning, Indoor Air Quality, Sound & Vibration1 6

2 Fire Life Safety Level 1, Fire Life Safety Level , Testing, Adjusting and Balancing2 12

Notes:

1. If a supervisor holds two or more of certifications from Group 1 only, then he/she will be required

to complete 6 CEUs to renew his/her certifications.

2. If a supervisor holds two or more of certifications from Group 2, then he/she will be required to

complete 12 CEUs to renew his/her certifications.

3. If a supervisor holds a certification from Group 1 and Group 2, e.g. Sound & Vibration and Testing,

Adjusting and Balancing, then he/she will be required to complete 12 CEUs to renew his/her

certifications.


2 General Rules


The International Certification Board Code of Conduct

Each person certified by the ICB shall practice his or her profession consistent with the standards

and procedures applicable to the certification, and the highest quality workmanship.

ICB-certified Technicians and Supervisors

Technicians will perform their work in an orderly, systematic, well-documented and

repeatable manner.

Technicians will document all findings in an accurate and professional manner so that a

Supervisor can review a comprehensive and chronological history of the procedures

followed.

Technicians and supervisors will not make any statements that cannot be substantiated

and verified by field measurements or observations.

Technicians and Supervisors should improve their technical competence through

continuing education, peer counseling and interaction with professionals in their field of

expertise.

Technicians and Supervisors must meet the standards and procedures set by the ICB,

applicable to their particular certification(s), and adhere to all rules, regulations and

obligations of the certification program.

Technicians will work in a professional manner as to ensure their own safety and the

safety of their fellow workers, while being respectful to the property of their employers,

building owners and their representatives.

Technicians will observe proper protocol when noting contract or installation deficiencies,

errors or omissions by others. Notification should first go to the Supervisor for review,

then to the employer, unless the employer has established a different protocol.

ICB-certified Contractors

Contractor will ensure that a Supervisor oversees and coordinates projects involving work

in the area of certification (e.g., TAB, Sound & Vibration, Commissioning, IAQ, HVAC Fire

Life Safety etc.), and that those projects are performed in accordance with applicable

standards and procedures.

Contractors must employ technicians and Supervisors to the extent required for

certification, and should seek to employ enough technicians and Supervisors to perform

all work in the area of certification (e.g., TAB, Sound & Vibration, Commissioning, etc.).

Supervisors and Contractors shall only certify projects where the work was performed by

certified technicians employed by their own firm.

Protocol:

Violations of this Code of Conduct shall immediately be reported to the ICB.

This Code of Conduct remains subject to change by the ICB.

2 General Rules


2.5 Suspension or Withdrawal of Certification

ICB reserves the right to suspend or withdraw the certification for any of the following reasons at any

time.:

Violation per Section 2.7.

Violation of the ICB Code of Conduct.

A false or incomplete statement in the application for certification or renewal of certification.

Failure to meet eligibility requirements of one or several certification schemes the technician,

supervisor or contractor is certified in.

If ICB has reason to believe that any of the circumstances enumerated above existed when considering an

application for renewal of certification, ICB may deny the renewal of certification.

2.6 Procedures for Resolution of an Appeal or a Complaint

2.6.1 Exclusivity

By submitting an application for ICB certification each applicant agrees that any appeal or complaint will

be resolved solely in accordance with the procedures as stated in this manual.

2.6.2 General Rules on Required Deliveries and Time Limits for the Same

In the following, certain items, such as an appeal or complaint, must be in writing, i.e., they must be

typed, printed or legibly handwritten.

Whenever a delivery-time limit is given, namely the time period within which a document must have been

physically delivered to the ICB, the time limit requirement will be met by any of the following conditions:

The document has been delivered in person or by a courier service, such United Parcel Service

(UPS) before the applicable time period expired; or

The document has been delivered by the U.S. Postal Service and it is postmarked within the

applicable time period.

Electronic submission of an appeal, complaint or any other document requested by the ICB is not

permitted.

An appeal must be made to the proctor or any other ICB personnel or representative at the examination

site. Proctors are allowed to only resolve issues which are not related to the content of the examination,

e.g., room conditions, missing examination items, and similar matters. If the appeal is not addressed and

resolved there, the applicant must submit the appeal in writing to the ICB within ten days after the

examination date. Appeals that are not made within the said time limit will not be considered and will be

dismissed.

2 General Rules


The appeal must state in writing, in reasonable detail, the pertinent circumstances of and reasons for the

appeal, and must be signed by the applicant.

A complaint must be filed by the claimant with 30 days after the activities by the subject which caused

the claimant to file the complaint. The complaint must state in writing, in reasonable detail, the pertinent

circumstances of and reasons for the complaint, and must be signed by the claimant.

2.6.3 Procedure for Resolution of an Appeal

The ICB will resolve any appeal in accordance with the following procedure. The ICB reserves the right to

modify any particular procedure. The ICB will notify any materially affected party of such a modification

in a timely manner but no later than ten working days after its adoption.

The NEMIC Director of Certification or his or her representative will act for the ICB on all matters

concerning the appeal, including the conduct of a hearing, unless the ICB determines otherwise.

Figure 1 outlines the basic procedure.

1. Applicant Appeals To Proctor At Examination Site. The proctor may resolve any appeal that is

not related to the content of the examination, e.g., room conditions, missing examination items,

and similar matters.

2. The Appeal Was Resolved By The Proctor. After the appeal is successfully resolved at the

examination site, the proctor must file a record of the appeal with the ICB.

3. The Appeal Was NOT Resolved By The Proctor. The applicant must submit the appeal in writing

to the Director of Certification within ten days after the applicant made his initial appeal to the

proctor. The written appeal must be mailed to the Director of Certification at the address stated

in Section 1.6 of this manual. Do not submit the appeal electronically. The written appeal should

be labeled “NOTICE OF APPEAL.”

4. Initial Review of the Appeal. The Director of Certification or his or her designated representative

will review the appeal to determine if it merits investigation or further action. An ICB

representative may contact the applicant to clarify any aspects of the written appeal or to obtain

further information. The Director of Certification will review the appeal within 14 days after its

receipt.

5. Initial Review By Director Of Certification Resolves Appeal. If the Director of Certification

determines that no further review is warranted, the decision will be reported back to the

applicant in writing.

6. Reconsideration of Director of Certification’s Decision by Applicant. The applicant may resubmit

his or her appeal for reconsideration by the ICB. I f the applicant does not resubmit his appeal for

review by the ICB, the appeal is considered resolved and closed.

2 General Rules


Figure 1. The basic process of resolving an appeal

7. Resubmittal of the Appeal for Review By The ICB. The applicant must submit her or his written

appeal to the Director of Certification within ten after the applicant was notified by the Director

of Certification that no further review was warranted by the ICB. The written appeal must be

mailed to the Director of Certification at the address stated in Section 1.6 of this manual. Do not

submit the appeal electronically.

8. Review by the ICB. The ICB will review the appeal within thirty days after receiving the appeal

from the Director of Certification.

Submits appeal to Director of Certification

APPEALPROCESS

APPLICANT

Makes appeal to proctor at examination

Appeal resolved?

1

no

Proctor records appeal and copies ICB

3

Further review?

yes

noDecision reported to Applicant

Applicant reconsideration?


8

7

5

Reviewby ICB

Decision reported to Applicant

9Board

hearing

Appeal Resolved

yes

noyes

Reports filed on ANSI server

2

DN150814

4

11

6

10

2 General Rules


9. ICB Hearing. A hearing may be called by the ICB to resolve questions of fact. The hearing may be

held in a face-to-face meeting with the applicant or electronically as a teleconference. The

meeting date, time and the format of the hearing are determined solely by the ICB.

10. ICB Decision. The ICB will report its decision in writing to the applicant no later than 45 days after

receiving the appeal from the Director of Certification. The decisions of the ICB are final and

binding on the applicant.

11. Document Retention. All written documents shall be scanned and electronic copies of the

documents shall be stored on the ICB server. Copies of the appeal(s) and applicable decisions by

the proctor, Director of Certification and the ICB shall be stored in the applicant’s record as part

of the ICBportal.org data base.

The appeal is considered resolved if one of the following conditions is met:

a) The appeal has been resolved by the proctor at the examination site;

b) The appeal has been resolved by the Director of Certification after his initial review and the

applicant did not resubmit the appeal for review by the ICB; or

c) The appeal has been resolved by the ICB after being resubmitted by the applicant.

2.6.4 Procedure for Resolution of a Complaint

The ICB will resolve any complaint in accordance with the following procedure. ICB reserves the right to

modify any particular procedure at any time. The ICB will notify any materially affected party of such a

modification in a timely manner but no later than ten working days after the change is adopted.

The Director of Certification or his or her representative will act for ICB on all matters concerning a

complaint, including the conduct of a hearing, unless the ICB determines otherwise.

Figure 2 outlines the basic procedure.

1. Initial Submittal of Complaint. The claimant must file the complaint in writing with the Director

of Certification. The written claim must be mailed to the Director of Certification at the address

listed in Section 1.6 of this manual. Do not submit a claim electronically. The written claim

should be labeled “NOTICE OF COMPLAINT.”

2. Receipt Acknowledgement. The Director of Certification notifies the claimant of the receipt of

the complaint. The Director of Certification will acknowledge the receipt of the complaint in

writing with five days of receiving the complaint.

3. Complaint Filed on ICB Server. The Director of Certification or his/her representative files the

scans the complaint and files the electronic copies on the ICB server.

4. Initial Review of Complaint: The Director of Certification will review the complaint to

determine if it merits further action. An ICB representative may contact the claimant to clarify

any aspects of the written complaint or to obtain further information. The Director of

Certification will review the complaint within ten business days after its receipt.

5. Initial Decision. If the Director of Certification determines that no further review is warranted,

the decision will be reported back to the claimant and the subject in writing.

2 General Rules


6. Reconsideration by Claimant. The claimant may submit his or her complaint for

reconsideration by the ICB.

7. Reconsideration by Subject. The subject may request a reconsideration of the Director of

Certification decision by the ICB.

8. Request for Review by the ICB. If the claimant or the subject request a review by the ICB, the

request must be submitted in writing within ten after the claimant and the subject receive the

Director of Certification initial decision. The request must be mailed to the Director of

Certification at the address listed in Section 1.6 of this manual. Do not submit a claim

electronically. The written request should be labeled “NOTICE OF RECONSIDERATION.”

If neither party timely requests a reconsideration of the Director of Certification’s findings, then

the complaint is considered resolved, and the Director of Certification s decision is considered

final and binding on both the claimant and the subject of the complaint.

9. Review by the ICB. The ICB will review the complaint within thirty days after receiving the

complaint from the Director of Certification

10. Administrative Hearing. A hearing may be called by the ICB to resolve questions of fact. The

hearing may be held in a face-to-face meeting with the claimant and/or subject or electronically

as a teleconference. A hearing may be called for any of the following purposes:

To determine if any part or all of the complaint can be resolved to the satisfaction of the

claimant and the subject without need for an investigation;

To determine if questions of fact can be resolved without need for an investigation;

To determine if the scope of the investigation can be agreed upon; and/or

If a hearing is to occur, to determine the place, date and time of the hearing; set the amount

of time allotted for the hearing; set the number of witnesses and/or exhibits that will be

permitted at the hearing; determine what evidence must be submitted in advance of the

hearing (and set the time limit for doing so); determine if written statements of position

should be submitted in advance of the hearing (and to determine the time limit for doing

so); and determine specific procedures and rules for a fair and efficient conduct of the

hearing.

To determine any other matters that may expedite the resolution of the complaint.

11. Determination of Investigation. The ICB will determine if an investigation is warranted.

12. Investigation by Third Party. If the ICB has determined that an investigation is warranted, the

ICB will designate an investigator. The investigator shall contact the claimant and the subject.

The investigator may inspect (or have inspected by a designated representative) the work which

forms the basis of the complaint. Reasonable notice of the date and time of any worksite

investigation shall be given both to the claimant and any subject. Both shall have an

opportunity to be present at the investigation. The inspector(s) can terminate the inspection

if either the claimant or the subject interferes in any detrimental manner with the

investigation. The investigator will prepare and submit a report of the investigation to the ICB,

and in the event of termination including any and all reasons for the termination.

2 General Rules


Figure 2. The basic process of resolving a complaint

13. Investigation Report. The ICB reserves the right not to release any or all parts of the report to

the claimant and/or to the subject. Generally, the ICB will release to those persons all pertinent

provisions of the report. However, the ICB may not release any or all portions of the report if,

Submits complaint to Director of Certification

COMPLAINTPROCESS

CLAIMANT

1

Decision reported to claimant andsubject

Claimantreconsideration?


8

5

Reviewby ICB

Decision reported to claimant and subject

Complaint Resolved

Administrative hearing

no

yes

Reports filed on ICB server

DN150814

Further review?

yes

no

17

6

16

Director of Certifica-tion acknowledges receipt in writing

2

Director of Certification

reviews complaint

4

Director of Certifica-tion files complainton ICB server

3

Subjectreconsideration? noyes

7

SUBJECT

Mutual resolution?yes

no

Investigation required? yesno Investigation

by third party

Resolution hearing

Investigation report

9

10

11

12

13

14

15

2 General Rules


for example, the ICB believes that such a release may jeopardize confidential information or

trade secrets or may constitute publication of possibly defamatory statements.

14. Mutual Resolution. Following receipt of the report, the ICB shall give the claimant and the

subject an opportunity to agree on a resolution. If a resolution is reached, the agreement shall

be documented in writing and signed by both parties. With their respective signature the parties

acknowledge that the complaint has been resolved and no further action may be taken by the

claimant.

15. Resolution Hearing. Absent an agreement, the ICB shall conduct a hearing on the complaint.

The hearing will be held at a place of ICB’s determination. At the hearing, the claimant and the

subject will be given an opportunity to state their respective positions and to present evidence,

all within the framework as described below.

A party and any witness shall be allowed to be present by telephonic or video conference,

if requested, and if the ICB determines that practical arrangements can be made for

telephonic or video conferencing.

The ICB may make a recording of the hearing.

The ICB shall determine who may attend a hearing.

The ICB shall determine all questions of procedure at the hearing. It may require witnesses

to testify under oath administered by any duly qualified person. The ICB shall determine

the order of proceeding. The ICB may limit the time anyone is allowed to speak or give

evidence at a hearing, and may limit the number of persons who may testify at a hearing.

Evidence. The ICB reserves the right to solely determine which evidence to be relevant and

material to the complaint. The ICB may accept evidentiary statements by affidavit and may

require that any evidence submitted by affidavit be provided in advance of any hearing.

Waiver of Rules. A party who participates in any conference or attends a hearing and fails

to object at the time of an action or omission, shall been deemed to have waived any and

all objections to the action or omission in question.

General Principles. The ICB shall seek to ensure that the investigation and the hearing are

conducted fairly and impartially, and in a manner that gives the claimant and the subject a

reasonable opportunity to state their positions and to present relevant and material

evidence in support of their positions. All proceedings (informal interviews or questions,

conferences, investigations, hearings and any other proceedings) are to proceed in a civil

and respectful manner, within time limitations and constraints as specified by the ICB. A

person who is disruptive, defamatory or insulting, or who hinders the proceedings, may be

excluded from further participation in the proceedings. The ICB may set time limits for a

party to submit written statements of position, evidence or other material prior to or after

a hearing, may require one or more pre-hearing conferences to settle procedural or other

questions in advance of a hearing, and may reopen a hearing to consider further evidence

or other information. Any decision by ICB on procedural questions with respect to an

investigation, hearing or any other proceeding shall be final, conclusive and binding to all

parties participating in the matter which is under investigation.

2 General Rules


16. ICB Decision. The ICB will report its decision in writing to the claimant and the subject no later

than ten days after a) it has determined that no further investigation is required; or b) the

conclusion of the resolution hearing. The decisions of the ICB are final and binding.

17. Document Retention. All written documents shall be scanned and electronic copies of the

documents shall be stored on the ICB server. Copies of the complaint and applicable decisions

by the Director of Certification and the ICB shall be stored in the subject’s record as part of the

ICBportal.org data base.

The appeal is considered resolved if one of the following conditions is met:

a) The appeal has been resolved by the Director of Certification after his initial review, and the

claimant and the subject did not submit a request for review by the ICB; or

b) The claimant and the subject agree on a resolution; or

c) The complaint has been resolved by the ICB.

The ICB reserves the right of final determination with respect to any of the above matters.

2.6.5 ICB Decisions and Sanctions

The ICB may assess reasonable costs and expenses in connection with proceedings on an appeal or

complaint (including a reasonable allocation of general overhead costs of ICB), as follows:

Against the subject of a complaint if the ICB finds the subject to have been at fault or to have

acted in a manner inconsistent with ICB standards or the ICB Code of Conduct, or

Against any person who ICB determines made or pursued an appeal or complaint without merit

and in bad faith.

If a certification scheme has a quality assurance program, e.g. TABB, the ICB may direct a subject to

perform remedial work and/or assess all reasonable costs and expenses of the work that ICB determines

to be appropriate to resolve the complaint.

Any assessment under the preceding provisions may be made even if ICB takes no action, or imposes no

sanction, against or with respect to any person against whom costs and expenses are assessed. Any such

assessment shall be due upon demand and the person shall also pay all costs of collection of any such

assessment, including reasonable attorney’s fees. ICB shall have the right to recover any such assessment

and all such costs of collection in an action in any court of competent jurisdiction, and ICB’s costs in

connection with any such action, including ICB’s reasonable attorney’s fees, also shall be paid by the

person, as additional costs of collection.

Sanctions which the ICB may impose (in addition to an assessment of costs and expenses as stated above)

may include one or more of the following:

Verbal (informal) reprimand or warning;

Written (formal) reprimand or warning;

Limiting or conditioning the subject’s use of ICB qualification or certification, such as (by way of

example within the specialty of TABB certification):

2 General Rules


Requiring the subject to perform some or all testing, adjusting and balancing work, only under

the supervision of another supervisor or contractor;

Restricting the use of the subject’s ICB Certification or identification stamp,

Imposing other limits or conditions on the subject with respect to testing, adjusting and

balancing work, or

Requiring complete or limited re-testing; or

Withdrawal of the subject’s ICB certification (“decertification”) with the right to re-apply for

certification after a period of time as set forth by the ICB.

Permanent decertification.

By applying for ICB certification, each applicant agrees to pay any assessment of costs and expenses in

the event of an appeal or complaint. The applicant further acknowledges that he or she may be subject

to possible sanctions as stated above.

A Decision on any appeal or complaint by the ICB shall be final, conclusive and binding to all interested

parties.

2.7 Information Release Policy

All candidate information is considered proprietary and confidential. Candidates participating in the ICB

Certification Services agree that their certification exam result, i.e., pass/fail information only, may be

released to their local union officers and/or their local JATC coordinator.

The status of certified technicians, supervisors and contractors may be made public on a website owned

and operated by NEMIC to comply with certain federal, state or local regulations. For example, the NEMIC

ATTCP website at www.attcp.org publishes the names, certification numbers, city, state and zip code of

residence of the NEMIC ATTCP-certified technicians and contractors to comply with California Title 24

mandates.

2.8 Retiree Status

An ICB-certified technician or ICB-certified supervisor who retires from the active workforce in good

standing shall be given a Certificate of Recognition listing of the certification(s) they are holding at the

time of retirement without an expiration date of the said certifications (see Attachment 3 for a copy of

the certificate)

http://www.attcp.org/

3 The Certification Process for Technicians


3 The Certification Process for Technicians

ICB has determined to recognize and accept certifications by the ITI for the ICB certification program. ICB

recognition and acceptance of ITI technician certification extends only to a technician who meets all ITI

requirements.

To be an ICB-certified technician, a qualifying technician must agree to be bound to:

The ICB Code of Conduct

The procedures and requirements as spelled out in this manual

Furthermore, the ICB applicant must sign an Integrity and Stamp Agreement. If the technician does so,

qualification documents will be issued by ICB. ICB has the right to withdraw ICB certification, pursuant to

provisions contained in this manual.

4 The Certification Process for Supervisors



4.1 Eligibility Requirements

To become an ICB-certified supervisor, the applicant must:

Be employed by a contractor signatory to a collective bargaining agreement that provides for

contributions directly to NEMIC, and the employer is current with all financial obligations under

that collective bargaining agreement.

Meet all other ICB requirements and conditions of a supervisor, as reflected on the ICB supervisor

application form.

4.2 The Certification Process

4.2.1 Application

The whole application process is conducted online at www.icbcertified.org. Online, the applicant must

1. Complete an ICB supervisor application

2. Accept the ICB Code of Conduct, and

3. Submit the current certification fee per the ICB fee schedule.

ICB will notify the applicant of the action taken on the application. If the application is not accepted, the

applicant may make an appeal as specified in Section 2.6 of this manual.

4.2.2 Supervisor Certification Examination

The supervisor certification examination (“exam”) consists of a written test intended to gauge how well

the candidate understands and applies the ICB proficiency requirements of the certification scheme she

or he is applying for.

The exam will be administered by the ICB-designated proctor at sites designated by the ICB.

The exam will be either in electronic or written format.

If the exam is in electronic format the passing score will be displayed to the candidate upon

completion of the exam.

If the exam is in written format

the exam will distributed by the proctor; once completed it will be returned to the ICB for

scoring.

If a passing score had been achieved, the ICB will notify the candidate in writing.

If a passing score has not been achieved, the candidate will be notified in writing. The

candidate may request a retest under the same application within one year of the

notification date. The request for retest must be accompanied by the ICB retest fee.




4.2.3 Supervisor Certification

Upon successful completion of the exam, the supervisor’s certificate and card will be issued. Certification

has a fixed duration as stated in Section 2.3 of this manual. ICB has the right to suspend or withdraw ICB

certification pursuant to provisions contained in this manual.

ICB certification alone does not authorize a supervisor to sign reports as an ICB-certified supervisor, or

otherwise use the certification. Signing reports or other use is authorized only during and in the course

of qualifying employment (see next section).

4.3 Requirement of Qualifying Employment

ICB-certified supervisors may sign reports or otherwise use ICB certification only during and in the course

of the supervisor’s employment by an ICB-certified contractor and otherwise in compliance with ICB

requirements. Loss of qualifying employment will result in indefinite suspension of the supervisor’s right

to use ICB certification, until the earlier of: (a) the supervisor’s return to qualifying employment; or (b)

expiration of the supervisor’s ICB Certification.

4.4 Renewal of Certification

See Section 2.4 of this manual.

5 The Certification Process for Contractors


5 The Certification Process for Contractors

5.1 Eligibility Requirements

ICB certification is offered for contractors who meet all of the following requirements:

Signatory to a collective bargaining agreement that provides for contributions directly to NEMIC,

and is current with all financial obligations under that collective bargaining agreement.

Meets all eligibilities for each certification scheme requesting certification.

5.2 The Certification Process

5.2.1 Application

The applicant must complete an ICB contractor application on www.ICBcertified.org.

The ICB will determine if the application establishes the contractor’s eligibility for the ICB certification. If

the application is deemed deficient, the ICB will notify the applicant in writing. The applicant may correct

the deficiencies by submitting a new application or submitting additional documentation as requested by

the ICB. If the applicant disagrees with the determination of deficiency, the applicant may appeal

pursuant to provisions of Section 2.6 of this manual.

5.2.2 Certification

If the ICB determines that the applicant has met all eligibility requirements, certification documents will

be issued by ICB.

The ICB certification has a fixed duration (see Section 2.3 of this manual).

The ICB reserves the right to suspend or withdraw ICB certification pursuant to provisions contained in

this manual.

5.3 Applicants with Multiple Locations

A contractor is certified for one specific office only. If a contractor has multiple locations it may be

certified for each separate or branch office. To obtain certification for a separate or branch office, both

an ICB-certified technician and an ICB-certified supervisor must be regularly employed by the contractor

at that specific office.



PART 2

Certification Schemes

6 Commissioning Certification Scheme




This section states how to become an ICB-certified commissioning supervisor or an ICB-certified

commissioning contractor

6.2 Certified Commissioning Supervisor

6.2.1 Eligibility

To qualify for the commissioning supervisor certification, the applicant must be employed by a contractor

signatory to a collective bargaining agreement that provides for contributions directly to NEMIC, and the

employer is current with all financial obligations under that collective bargaining agreement and meets

one of the following eligibility criteria:

Has a college/university degree in engineering with at least one year experience in HVAC

commissioning work,

Has a two-year associate degree in HVAC with at least three years experience in HVAC

commissioning work,

Is an ICB-certified commissioning technician, or

Has at least three (3) years experience in HVAC commissioning work and is recommended in

writing for the Exam by the applicant’s employer. The employer must be an ICB-certified

contractor, or be eligible to be an ICB-certified contractor except only for the requirements that

it employ an ICB-certified technician and/or an ICB-certified supervisor.

Eligibility will be confirmed via the online application as outlined in Section 4.2.1.

6.2.2 Renewal of Certification

All of the following documents are required to renew the supervisor certification:

Completed online renewal application. (See Section 2.4 of this manual).

Documents showing that the supervisor has completed six hours of continuing education units

(CEUs) in the past two years.

Signed copy of the ICB Code of Conduct. (See also Section 2.1 of this manual).

6.2.3 Acceptable CEUs

One hour of training equals one CEU. CEUs will be accepted from the following:

Any course endorsed by National SMACNA related to commissioning

Any course sponsored by a local SMACNA chapter and related to commissioning

Attendance of the Annual ICB/TABB Conference or any course/seminar offered during the event



Any course put on by NEMI or ITI

Any course by the American Society of Heating, Refrigerating and Air-Conditioning Engineers on

commissioning

Teaching a course in commissioning for a local JATC at least twelve hours per year

Presenting a seminar on a topic related to commissioning; a copy of the agenda and the

presentation must be provided to receive credits

Published papers on the topic of commissioning. Six CEUs will be credited per paper.

Any course or webinar related to commissioning. Pertinent documentation must be submitted to

receive credits.

6.2.4 Commissioning Supervisor Knowledge Base

An ICB-certified commissioning supervisor must be proficient in all of the categories of this section as

demonstrated by passing the written exam (see also Section 4.2.2 of this manual).

An ICB-certified commissioning supervisor must be knowledgeable about

The various commissioning types, the associated processes and the commissioning steps.

The role and responsibilities of the commissioning agent, the necessary skills and qualifications

and the role and responsibilities of the commissioning authority

The different levels of the commissioning process, including:

1. Level 1

a. Preparation

b. Commissioning Plan

c. Pre-Start Checks

d. Functional Performance Test

e. Operations Instruction and Demonstration

2. Level 2

a. Program or Pre-Design Phase

b. Design Phase

c. Construction Phase

d. Acceptance Phase

3. Level 3

a. General

b. Critical Applications

c. Commissioning Organization

d. Level 3 Procedures

The re-commissioning process.



1. Preliminary Investigation

2. Survey and Documentation Phase

3. Surveys to confirm existing Documentation

4. Surveys to Produce New or Revised Documentation

5. Analysis

6. Modifications

7. Re-commissioning Test

8. Documentation and Training

6.3 ICB-certified Commissioning Contractor

ICB Commissioning certification is offered to contractors who meet all of the following requirements. To

be certified the contractor must

Be signatory to a collective bargaining agreement that provides for contributions directly to

NEMIC, and is current with all financial obligations under that collective bargaining agreement.

(See also Section 5.1 of this manual)

Employ ICB-certified commissioning technicians and ICB-certified commissioning supervisors to

the extent required for certification, and should employ enough ICB-certified commissioning

technician and ICB-certified commissioning supervisors to perform any and all work in the area

of commissioning.

Pay the application fee as specified by the ICB, and

Complete the certification process as outlined in Section 5 of this manual.

7 HVAC Fire Life Safety Level One Certification Scheme




This section states how to become an ICB-certified HVAC Fire Life Safety Level One (FLS1) supervisor or

an ICB-certified HVAC FLS1 contractor. HVAC FLS1 certification addresses the installation, operation and

maintenance of fire dampers, smoke dampers and combination fire-smoke dampers.

ICB-certified technician status is available to HVAC FLS1 technician who qualify per Section 3 of this

manual.

7.2 HVAC FLS1 Supervisor

7.2.1 Eligibility

To qualify for the HVAC FLS1 supervisor certification, the applicant must be employed by a contractor

signatory to a collective bargaining agreement that provides for contributions directly to NEMIC, and the

employer is current with all financial obligations under that collective bargaining agreement and meets

one of the following eligibility criteria:


installation or design work,

Has a two year associate degree in HVAC with at least three (3) years’ experience in HVAC


Is an ICB-certified FLS1 technician, or

Has at least three years’ experience in HVAC fire life safety work and is recommended in writing

for the exam by the applicant’s employer. The employer must be an ICB-certified contractor, or

be eligible to be an ICB-certified contractor except only for the requirements that it employ a ICB-

certified technician and/or an ICB-certified supervisor.





Documents showing that the supervisor has completed twelve hours of CEUs in the past two

years.





One hour of training equals one CEU. CEUs will be accepted for the following:

Any course endorsed by National SMACNA related to FLS

Any course sponsored by a local SMACNA chapter and related to FLS

Attendance at the Annual ICB/TABB Conference or any course/seminar offered during the event


Any course by the National Fire Protection Agency (NFPA)

Teaching a course in FLS for a local JATC at least twelve hours per year

Presenting a seminar on a topic related to FLS; a copy of the agenda and the presentation must

be provided to receive credits

Published papers on the topic of FLS. Six CEUs will be credited per paper.

Any course or webinar related to FLS industry. Pertinent documentation must be submitted to

receive credits.

7.2.4 HVAC FLS1 Supervisor Knowledge Base

An ICB-certified FLS1 supervisor must be proficient in all of the categories of this Section as demonstrated

by passing the written exam (see also Section 4.2.2 of this manual).

A Certified FLS1 supervisor must be knowledgeable about the responsibilities of the architects,

mechanical engineers and fire protection engineers including:

Purpose of fire and smoke dampers for life safety and protection of property

Terminology commonly used in conjunction with fire and smoke dampers.

Symbols, definitions, and abbreviations commonly used on plans for HVAC systems

Specifications for HVAC systems in SpecText and MasterSpec

An ICB-certified FLS1 supervisor must be knowledgeable of types of construction and the

principals of fire-resistant construction, structural protection, and fire and smoke containment by

barriers.

An ICB-certified FLS1 supervisor must be knowledgeable of the duties and powers of the

“Authorities Having Jurisdiction” (AHJ) and codes

Fire code

Mechanical code

Building code

Life safety code

An ICB-certified FLS1 supervisor must be knowledgeable of UL procedures for product testing

Knowledge of testing procedure for rating dampers

Listing



Classification

Component recognition

Product labeling

An ICB-certified FLS1 supervisor must be knowledgeable about damper testing and rating

requirements as specified in

UL 555 Fire Dampers

UL 555S (Smoke) Damper

UL 555C Ceiling Radiation Dampers

An ICB-certified FLS1 supervisor must be knowledgeable of various sources of damper installation

manuals and guidelines from:

SMACNA: Fire, Smoke and Radiation Damper Installation Guide for HVAC Systems 2002

AMCA: Publication 503-03 Fire, Ceiling (Radiation), Smoke and Fire/Smoke Dampers

Application manual

Manufacturer’s installation guidelines

An ICB-certified FLS1 supervisor must be knowledgeable of the process of fire damper selection

including:

Hourly fire resistance rating

Operability

Dynamic closure

Mounting orientation

Pressure drop

Space envelope

An ICB-certified FLS1 supervisor must be knowledgeable of the function of fire damper

accessories:

Sleeves

Heat responsive devices

Duct access doors

Locking quadrants

Mullions

Blade position indicator

Retaining angles

Solenoid release

Carbon dioxide (CO2) release

An ICB-certified FLS1 supervisor must be knowledgeable of the process of smoke damper

selection including:

Leakage rating

Temperature rating

Operability under heat

Flow and pressure

Control function



Actuating device

An ICB-certified FLS1 supervisor must be knowledgeable of the process of combination fire/smoke

damper selection including:


Leakage

Temperature and operational ratings

Blade styles

Space envelope

An ICB-certified FLS1 supervisor must be knowledgeable of the various combination fire/smoke

and smoke (leakage rated) damper accessories available including:

Actuator

Override package

EP switch (electro-pneumatic or solenoid valve

An ICB-certified FLS1 supervisor must be knowledgeable of the process of ceiling (radiation)


Floor/ceiling or roof/ceiling assembly design

Types of ceiling dampers

Space envelope

Mounting configuration

An ICB-certified FLS1 supervisor must be knowledgeable of the function of ceiling (radiation)

damper accessories:

Thermal blanket

Volume control/balancing devices

Fusible links

An ICB-certified FLS1 supervisor must be knowledgeable of the proper installation of dampers:

Using illustrations provided by manufacturer

Appropriate fire separation clearances

Sleeves

Sleeve length

Sleeve thickness

Sleeve connection to duct

Damper attachment to sleeve

Rigid connection

Breakaway connection

Actuators

Retaining (mounting) angles

Damper types

Rectangular

Round

Flat oval



Airflow direction

Access doors

An ICB-certified FLS1 supervisor must be knowledgeable with regard to damper acceptance

testing.

System objectives

Inspection

Component testing

Functional testing

Performance testing

Documentation

A Certified FLS1 supervisor must be knowledgeable of periodic damper inspection mandates as

well as maintenance and repair requirements

Tools

Safety procedures and safe work practices

7.3 ICB-certified HVAC FLS1 Contractor

ICB HVAC FLS1 certification is offered to contractors who meet all of the following requirements. To be

certified the contractor must:


NEMIC, and be current with all financial obligations under that collective bargaining agreement.


Employ ICB-certified HVAC FLS1 technician and ICB-certified HVAC FLS1 supervisors to the extent

required for the certification, and employ enough ICB-certified HVAC FLS1 technician and ICB-

certified HVAC FLS1 supervisors to perform any and all work in the area of HVAC FLS

Complete at least three HVAC Fire Life Safety Level 1 projects

Provide three references who can attest to your competence and integrity in HVAC Fire Life Safety

work



8 HVAC Fire Life Safety Level Two Certification Scheme




This section states how to become an ICB-certified HVAC Fire Life Safety Level Two (FLS2) supervisor or

an ICB-certified HVAC FLS2 contractor. HVAC FLS2 certification addresses the installation, operation and

maintenance of smoke-management and smoke-control systems.

ICB-certified technician status is available to HVAC FLS2 technicians who qualify per Section 3 of this

manual.

8.2 HVAC FLS2 Supervisor

8.2.1 Eligibility

To qualify for the HVAC FLS2 supervisor certification exam, the applicant must be an ICB-certified HVAC

FLS1 supervisor.





Documents showing that the supervisor has completed twelve hours of CEUs in the past two

years.

Signed copy of the ICB Code of Conduct (see also Section 2.1 of this manual).



Any course endorsed by National SMACNA related to FLS

Any course sponsored by a local SMACNA chapter and related to FLS



Any course by the National Fire Protection Agency (NFPA)

Teaching a course in FLS for a local JATC at least twelve hours per year

Presenting a seminar on a topic related to FLS; a copy of the agenda and the presentation must


Published papers on the topic of FLS. Six CEUs will be credited per paper



Any course or webinar related to FLS industry. Pertinent documentation must be submitted to

receive credits.

8.2.4 HVAC FLS2 Supervisor Knowledge Base

An ICB-certified FLS2 supervisor must be proficient in all of the categories of this section as demonstrated


An ICB-certified FLS2 supervisor must be knowledgeable about the responsibilities of the

architects, mechanical engineers and fire protection engineers:

Purpose of smoke management systems for life safety and protection of property

Purpose of fire and smoke dampers for life safety and protection of property

Terminology commonly used in conjunction with smoke management systems and with fire

and smoke dampers

Symbols, definitions, and abbreviations commonly used on plans for HVAC systems, and life

safety systems, and

Ability to read and understand plans and specifications for HVAC systems and life safety

systems

An ICB-certified FLS2 supervisor must be knowledgeable of: types of construction as defined by

building codes, the principals of fire resistant construction, structural protection, fire and smoke

containment barriers, and occupancy classification by code.

An ICB-certified FLS2 supervisor must be knowledgeable of the duties and powers of the

"Authorities Having Jurisdiction" (AHJ) and knowledge of code requirements for smoke

management systems and fire and smoke dampers installed in HVAC systems, including:

Fire code

Mechanical code

Building code and awareness of occupancy design and current use, and

Life safety code

An ICB-certified FLS2 supervisor must be knowledgeable of UL procedures for product testing,

including:

Knowledge of testing procedure for rating dampers

Listing

Classification

Component recognition, and

Product labeling

An ICB-certified FLS2 supervisor must be knowledgeable about damper testing and rating

requirements in the following standards:

UL 555 Fire Dampers

UL 555S (Smoke) Damper, and

UL 555C Ceiling Radiation Dampers



An ICB-certified FLS2 supervisor must be knowledgeable of various sources of damper installation

manuals and guidelines from:

SMACNA: Fire, Smoke and Radiation Damper Installation Guide for HVAC Systems 2002

AMCA: Publication 503-03 Fire, Ceiling (Radiation), Smoke and Fire/Smoke Dampers

Application manual

Manufacturer’s installation guidelines

International Code Council (ICC) (current editions):

International Building Code and its commentary

International Mechanical Code

International Fire Code

ASHRAE (current editions):

ASHRAE Guideline Commissioning Smoke Management Systems

Principals of Smoke Management

HVAC Systems and Equipment Handbook

NFPA (current editions):

NFPA 70 National Electrical Code

NFPA 80 Standard for Fire Doors and Other Opening Protectives

NFPA 90A Standard for Installation for Air Conditioning and Ventilation Systems

NFPA 92A Recommended Practice for Smoke-Control Systems

NFPA 92B Standard for Smoke Management Systems in Malls, Atria and Large Spaces

NFPA 101 Life Safety Code

NFPA 110 Standard for Emergency and Stand-by Power Systems

NFPA 221 Standard for High Challenge Fire Walls, Fire Walls and Fire Barrier Walls.

NFPA 5000 Building Construction and Safety Code

Underwriters Laboratories

Directory, Fire Resistance, Volumes 1, 2A and 3.

UL 864 Standard for Safety Control Units and Accessories for Fire Alarm Systems

ITI manuals

HVAC Fire Life Safety, Level One technician

HVAC Fire Life Safety, Level Two technician

HVAC Fire Life Safety, supervisor

Fans - Environmental Technician Module Series 2002

TAB HVAC Systems Testing Adjusting and Balancing

TABB supervisor Home Study Course

ASTM Standard E 814,2006

An ICB-certified FLS2 supervisor must be knowledgeable of the process of fire damper selection,

including:


Operability

Dynamic closure

Mounting orientation



Pressure drop, and

Space envelope

An ICB-certified FLS2 supervisor must be knowledgeable of the function of fire damper

accessories, including:

Sleeves

Heat responsive devices

Duct access doors

Locking quadrants

Mullions

Blade position indicator

Retaining angles

Solenoid release, and

Carbon dioxide (CO2) release

An ICB-certified FLS2 supervisor must be knowledgeable of the process of smoke damper

selection, including:

Leakage rating

Temperature rating

Operability under heat

Flow and pressure

Control function, and

Actuating device

An ICB-certified FLS2 supervisor must be knowledgeable of the process of combination fire/smoke



Leakage

Temperature and operational ratings

Blade styles, and

Space envelope

An ICB-certified FLS1 supervisor must be knowledgeable of the various combination fire/smoke

and smoke (leakage rated) damper accessories available including:

Actuator

Override package, and

EP switch (electro-pneumatic or solenoid valve)

An ICB-certified FLS2 supervisor must be knowledgeable of the process of ceiling (radiation)


Floor/ceiling or roof/ceiling assembly design

Types of ceiling dampers

Space envelope, and

Mounting configuration



An ICB-certified FLS1 supervisor must be knowledgeable of the function of ceiling (radiation)

damper accessories, including:

Thermal blanket

Volume control/balancing devices, and

Fusible links

An ICB-certified FLS2 supervisor must be knowledgeable of the proper installation of dampers,

including:

Using illustrations provided by manufacturer

Appropriate fire separation clearances

Sleeves

Sleeve length

Sleeve thickness

Sleeve connection to duct

Damper attachment to sleeve

Rigid connection

Breakaway connection

Actuators

Retaining (mounting) angles

Damper types

Rectangular

Round

Flat oval

Airflow direction, and

Access doors

An ICB-certified FLS2 supervisor must be knowledgeable with regard to damper acceptance

testing, including:

System objectives

Inspection

Component testing

Functional testing

Performance testing, and

Documentation

An ICB-certified FLS2 supervisor must be knowledgeable of periodic damper inspection mandates

as well as maintenance and repair requirements, including”

Record keeping

Suitability of replacement or repair

Manufacturer's Standard Operating Procedures, and

Safety procedures and safe work practices



An ICB-certified FLS2 supervisor must be aware of various sources of smoke management systems

manuals and guidelines from, including:

SMACNA

Fire Smoke and Radiation Damper Guide for HVAC Systems

HVAC Systems Duct Design

HVAC Systems - Applications

AMCA

ASHRAE

Commissioning Smoke Management Systems

Principles of Smoke Management Systems

NFPA

NFPA 90A, Standard for the Installation of Air Conditioning and Ventilating Systems

NFPA 92A, Recommended Practice for Smoke-Control

NFPA 92B, Guide for Smoke Management Systems in Malls, Atria and Large Areas

NFPA 204, Guide for Smoke and Heat Venting

NFPA 252, Standard Methods of Fire tests of Door Assemblies

International Building Code, and

International Fire Code

An ICB-certified FLS2 supervisor must be knowledgeable of the equipment and features of the

smoke management systems, including:

Fans: Type of fans and fan curves

Doors

Capacity

Type

Fire rating

Mercantile occupancies

Dampers

Smoke Barriers

Passive and active controls

Electrical systems interface with smoke management

Regular

Emergency

Fire Alarm Systems

Smoke Detectors in duct work

Sounds Alarms

Operate smoke control dampers

Activate fire suppression equipment

Active smoke control functions

Energy Management Systems

Automatic Sprinkler Systems



Sprinklers without air movement systems

Sprinklers with air movement systems

An ICB-certified FLS2 supervisor must be knowledgeable of the types of smoke management

systems, including:

Dedicated systems

Non-dedicated systems

Stairwell pressurization

Elevator smoke control, and

Zoned smoke control

An ICB-certified FLS2 supervisor must be knowledgeable of following subsystems to the extent

that they affect the operation of the smoke-control system, including:

Fire Alarm System

Energy management system

Building management system

HVAC equipment

Electrical equipment

Temperature control equipment

Power sources

Standby power

Automatic fire suppression system

Automatic operating doors and closers

Dedicated smoke-control systems

Non-dedicated smoke-control systems

Emergency elevator operation, and

Stairwell Pressurization

An ICB-certified FLS2 supervisor must be knowledgeable of how to use the following instruments

and tools, including:

Calibrated instruments to read pressure differences:

Differential pressure gauges

Inclined water manometers or electronic manometers

Spring scale

Anemometer

Flow measuring hood

Door wedges

Hand tools

Tool bag

Screwdrivers

Pliers

Sratch awls

Hand tongs



Wrenches

Hammer

Aviation snips

Drill motor

Extension cord

Ground fault for electrical cords

Light

Clip board and binder, and

Safety equipment

An ICB-certified FLS2 supervisor must be knowledgeable of safe working practices, including:

Skills in the proper handling of tools

Identification of unsafe working conditions, and

Confined spaces

8.3 ICB-certified HVAC FLS2 Contractor

ICB HVACFLS2 certification is offered to contractors who meet all of the following requirements. To be

certified the contractor must:


NEMIC, and be current with all financial obligations under that collective bargaining agreement.


Employ ICB-certified HVAC FLS2 technician and ICB-certified HVAC FLS2 supervisors to the extent

required for certification, and employ enough ICB-certified HVAC FLS2 technician and ICB-

certified HVAC FLS2 supervisors to perform any and all work in the area of HVAC FLS.

Complete at least three HVAC Fire Life Safety Level 2 projects.

Provide three references who can attest to its competence and integrity in HVAC Fire Life Safety

work.

Perform any and all work in accordance with the most recent version of the Fire, Smoke and

Radiation Damper Installation Guide for HVAC unless federal, state or local codes supersede it.



9 Indoor Air Quality Certification Scheme




This section states how to become an ICB-certified Indoor Air Quality (IAQ) supervisor or an ICB-certified

IAQ contractor.

ICB-certified technician status is available to IAQ technicians who qualify per Section 3 of this manual.

9.2 Certified IAQ Supervisor

9.2.1 Eligibility

To qualify for the IAQ supervisor certification, the applicant must be employed by a contractor signatory

to a collective bargaining agreement that provides for contributions directly to NEMIC, and the employer

must be current with all financial obligations under that collective bargaining agreement and meets one

of the following eligibility criteria:



Has a two year associate degree in HVAC with at least three years’ experience in HVAC installation

or design work,

Is an ICB-certified IAQ technician, or

Has at least three years’ experience in HVAC work and is recommended in writing for the exam

by the applicant’s employer. The employer must be an ICB-certified contractor, or be eligible to

be an ICB-certified contractor except only for the requirements to employ an ICB-certified

technician and/or an ICB-certified supervisor.





Documents showing that the supervisor has completed six hours of CEUs in the past two years.






Any course endorsed by National SMACNA related to IAQ

Any course sponsored by a local SMACNA chapter and related to IAQ



Attendance of the Annual Indoor Air Quality Association (IAQA) Conference or any

course/seminar offered during the event

Any course by the IAQA

Teaching a course in IAQ for a local JATC at least twelve hours per year

Presenting a seminar on a topic related to IAQ; a copy of the agenda and the presentation must


Published papers on the topic of IAQ. Six CEUs will be credited per paper.

Any course or webinar related to IAQ industry. Pertinent documentation must be submitted to

receive credits.

9.2.4 IAQ Supervisor Knowledge Base

An ICB-certified IAQ supervisor must be proficient in all of the categories of this section as demonstrated


An ICB-certified IAQ supervisor must be knowledgeable of HVAC systems, including:

Air handler

Heating coils

Velocity measurement

Dampers

Outside

Return

Condensate pans

Drain pitch

Determining P-trap height

Chilled water coils

Filters

Minimum OSA measurement

DX coils

Static pressure profiling

Package units

DX coils



Condensate pans

Drain pitch

Determining P-trap height

Filters

Dampers

Outside

Return

Velocity measurement

Minimum OSA measurement

Chilled water coils

Static pressure profiling

Controls

CO2 monitors

Thermostat

Humidistat

Building Automated Systems (BAS)

Direct Digital Control (DDC)

Pneumatic

Energy Management

Building Pressurization

Hydronics. Major components identification

Chiller

Boiler

Pumps

Heat exchanger

Cooling tower

Control valves

Safety relief valves

Pressure reducing valve (PRVs)

Automatic vents

Access ports

Humidifiers

Ductwork

Leakage

Cleaning

Psychrometrics

Absolute humidity

Dew point

Chart

Winter and summer

UV Lighting



Cooling coil applications

Upper room UV applications

Lamp selection

HVAC system hygiene

An ICB-certified IAQ supervisor must be knowledgeable of potential impact of IAQ on well-being

of buildings occupants, including the following:

Productivity

Volatile Organic Compounds (VOCs)

Filtration

Minimum Efficiency Rating Value (MERV) rating

Particle

Sizes

Sources

Control

Pressure drop

Sick Building Syndrome (SBS) vs. Building Related Illnesses (BRI)

Air cleaning

Gases and odors

An ICB-certified IAQ supervisor must be knowledgeable of proper protocols of data gathering,

reporting and documentation, including the following:

Data gathering

Tools for Schools (EPA)

I-Beam (EPA)

Prepare survey reports for technician

Observation

Occupant complaints

Walk through

Inside

Outside

HVAC check list

Listening skills

Call in professionals

Photographs

Before and after repairs (if any)

Building checklist

Communication

Chain of command

Communication

Technician

Customer/ client

Design professional



Interpret Plan & Specifications

An ICB-certified IAQ supervisor must be knowledgeable of IAQ testing guidelines, including the

following:

Codes

Local

Model

Standards of Care reference material

ASHRAE 62.1

ASHRAE 62.2

ASHRAE 55

Federal guidelines

I-Beam (EPA)

Tools for Schools (EPA)

An ICB-certified IAQ supervisor must be able to exercise quality assurance with regard to the

technician’s field investigation and must:

Have used instrumentation to manufacturer’s guidelines

Have performed all testing and measurements according to industry standards and

procedures

An ICB-certified IAQ supervisor must be knowledgeable of and on the proper use of pertinent.

Instruments, including the following:

Particle meter

Infrared camera

Voltage meters

Averaging

True RMS

Multi-meters

Thermometers

Analog

Infrared

Contact

Digital

Moisture meter

Intrusive pin-type

Non-destructive radiofrequency

Borescope

Rigid

Flexible

CO2 meter

Range

Accuracy

Resolution



Response time

Camera

Calibration issues

Sensor range

Accuracy

Drift

Calibration

9.3 ICB-certified IAQ Contractor

ICB IAQ certification is offered to contractors who meet all of the following requirements. To be certified

the contractor must:




Employ ICB-certified IAQ technician and ICB-certified IAQ supervisors to the extent required for

certification, and employ enough ICB-certified IAQ technicians and ICB-certified IAQ supervisors

to perform any and all work in the area of IAQ.



10 Mechanical Acceptance Test Certification Scheme



ICB has determined to recognize and accept certifications by the NEMIC Acceptance Test Technician

Certification Provider (ATTCP) for the ICB certification program. ICB recognition and acceptance of ATTCP

contractor (employer) certification extends only to contractors that meet all ATTCP requirements. For a

detailed description of the ATTCP certification process please review the ATTCP Certification Manual

available online at www.attcp.org.


This section states how to become an ATTCP-certified mechanical acceptance test contractor (ATE)

fulfilling the requirements of the latest version of the California Code Of Regulations 2013 Title 24, Part 1,

Sections 10-102 And 10-103-B, As Well As Part 6, Sections 120.5.

A Certified acceptance test contractor is one who has:

Met the qualifications and completed the general application requirements as described in the

ATTCP Certification Manual.

Passed the written exam as set forth in the ATTCP Certification Manual.

10.2 Eligibility

To be eligible for the ATE certification, the applicant must:

Be signatory to a collective bargaining agreement that provides for contributions on behalf of its

members directly to NEMIC, and current with all financial obligations under that collective

bargaining agreement, and

Hold a NEMI certificate of completion of training on mechanical acceptance testing mandates and

procedures as specified by the latest version of the California Building Energy Efficiency Standards.

10.3 Application

1. Applicant completes the ATE application online at www.attcp.org .

2. Upon submission, the ATTCP will verify the eligibility of the applicant to be certified.

3. The applicant is notified of ATTCP action, including any request for additional documentation.

a. If approved, the applicant will be notified in writing or by electronic communications.

b. If not approved, the applicant will be notified in writing or by electronic communications. The

applicant may appeal this decision as specified in Section 2.5.5.2 of the ATTCP Certification

Manual.

http://www.attcp.org/site/public/download/index/Documents/NEMIC_ATTCP_Certification_Manual_version_150401s.pdf









10.4 Certification Exam

The certification test consists of a written exam. The test encompasses 25 question. The ATE candidate

has two hours to answer the questions.

A candidate may not test until he or she has been notified that he or she is eligible to be certified per

Section 4.2 the ATTCP Certification Manual.

1. Upon receiving written notification by ATTCP that the applicant has met the eligibility

requirements, the candidate submits the eligibility notice to the local JATC coordinator.

2. The local JATC coordinator will designate a proctor.

3. The designated proctor requests the exam, which then the ATTCP mails to the designated proctor

along with proctor guidelines. The exam and proctor instructions are in a sealed envelope.

4. The proctor administers the exam according to the proctor instructions.

The seal on the test must be opened by candidate only.

The test must be completed in one sitting in a designated room and within the specified time

limit.

The candidate may use any reference books or notebooks deemed appropriate by the ATTCP.

The proctor will time the exam to the specified time allowed.

1. The proctor will record time started.

2. At end of time allocated for exam

a. The candidate is stopped, and

b. Time ended is entered by the proctor.

3. The proctor mails all exam materials in a sealed return envelope back to the ATTCP.

10.5 Scoring the Certification Test

The ATTCP scores the test and determines whether the score is passing.

If the candidate passes the certification exam, the ATTCP will issue certification documents as

described in Section 4.4 of the ATTCP Certification Manual; or

If the candidate fails the certification exam, the ATTCP will notify the candidate. The candidate

may retest in accordance with Section 4.3.2 of the ATTCP Certification Manual.

10.6 Time Limits on Testing and Re-Testing

The certification exam must be passed within one year from ATTCP approval of the application, or the

applicant must re-apply.

A candidate who fails the certification exam may apply to re-test in a manner specified by ATTCP, but

may re-test only after a waiting period of at least thirty calendar days.






10.7 Certification Documents

On certification ATTCP will issue a certificate including:

Date of certification

The name and business address of the employer, and

The employer’s individualized certification number

11 Sound & Vibration Certification Scheme




This section states how to become an ICB-certified Sound & Vibration supervisor or an ICB-certified Sound

& Vibration contractor.

11.2 Certified Sound & Vibration Supervisor

11.2.1 Eligibility

To qualify for the sound & vibration supervisor certification exam, the applicant must meet one of the

following eligibility criteria:

Has a college/university degree in engineering with at least one year experience in HVAC sound

& vibration design work,

Has a two year associate degree in HVAC with at least three years’ experience in HVAC Sound &

Vibration work,

Is an ICB-certified sound & vibration technician and has five or more years’ experience in HVAC

installation or design work (which may include apprenticeship), at least one of which must include

sound & vibration work; or

Has at least three years’ experience in sound & vibration work and is recommended in writing for

the exam by the applicant’s employer. The employer must be an ICB-certified contractor, or be

eligible to be an ICB-certified contractor with the exception of the requirements to employ an

ICB-certified technician and/or an ICB-certified supervisor.



The following steps are required to renew the supervisor certification:

Complete online renewal application. (See Section 2.4 of this manual)

Provide document showing that the supervisor has completed six hours of CEUs in the past two

years, and

Provide a signed copy of the ICB Code of Conduct. (See also Section 2.1 of this manual).



Any course endorsed by National SMACNA related to sound & vibration

Any course sponsored by a local SMACNA chapter and related to sound & vibration






sound & vibration

Any course by the Acoustical Society of America

Teaching a course in sound & vibration for a local JATC at least twelve hours per year

Presenting a seminar on a topic related to sound & vibration; a copy of the agenda and the

presentation must be provided to receive credits

Papers published on the topic of sound & vibration. Six CEUs will be credited per paper.

Any course or webinar related to sound & vibration. Pertinent documentation must be submitted

to receive credits.

11.2.4 Sound & Vibration Supervisor Knowledge Base

An ICB-certified sound & vibration supervisor must be proficient in all of the categories of this section as

demonstrated by passing the written exam (see also Section 4.2.2 of this manual).

An ICB-certified sound & vibration supervisor must be knowledgeable of the basics of sound and

the assessment of sound, including:

Sound waves

Types of sound waves

Sound fields of spherical sound sources

Source, path, and receiver

Sound pressure, sound intensity, and sound power

Decibels and levels

Presence of background sound

Weighting networks and octave and third octave

Frequency bands

How the human ear responds to sound, and

Indoor sound criteria

An ICB-certified sound & vibration supervisor must be knowledgeable of the basics of mechanical

vibration, including:

Vibration in buildings

Fundamentals of vibration

Vibration criteria

Vibration isolation: one-degree-of-freedom systems

Vibration isolation: two-degree-of- freedom systems

Vibration isolators

Structural isolations bases

Curb bases

Flexible connections



Floating floors

Floor constructions used to support mechanical equipment

Equipment vibration isolation requirements

Vibration isolation systems

Vibration isolator selection

Investigation of vibration problems, and

Causes of structure- borne vibration problems

An ICB-certified sound & vibration supervisor must be knowledgeable of acoustical design of

mechanical systems, including:

Sound levels

System design guidelines

Sound path design procedures

Equipment sound data

Fans

Variable- air-volume (VAV) systems

Rooftop curb- mounted air-handlers

Airflow generated duct rumble, and

Aerodynamically generated sound in ducts

An ICB-certified sound & vibration supervisor must be knowledgeable of mechanical equipment

sound, including:

Fans

Refrigeration equipment

Boilers and steam equipment

Cooling towers

Reciprocating engines

Gas turbine engines

Electric generators

Electric motors

Pumps

Air compressors , and

Electrical transformers

An ICB-certified sound & vibration supervisor must be knowledgeable of sound generation and

attenuations associated with ducts and fittings, including:

Regenerated sound power associated with duct fittings

Sound attenuation associated with duct elements

Sound power breakout and breaking in ducts, and

Insertion loss of external lagging on rectangular ducts

An ICB-certified sound & vibration supervisor must be knowledgeable of sound transmission in

indoor and outdoor spaces, including:

Sound transmission through ceiling systems



Receiver room sound corrections

Sound transmission through mechanical room walls, floor, or ceiling, and

Sound transmission in outdoor environments

An ICB-certified sound & vibration supervisor must be knowledgeable of mechanical equipment

sound and vibration specifications and inspections, including:

Mechanical equipment sound and vibration specifications, and

Mechanical equipment sound and vibration isolation inspections

An ICB-certified sound & vibration supervisor must be knowledgeable of sound instrumentation

and measurements, including:

Sound measurement instrumentation

Indoor sound measurements , and

Outdoor sound measurements

An ICB-certified sound & vibration supervisor must be knowledgeable of vibration

instrumentation and measurements, including:

Vibration measurement instrumentation

Indoor vibration measurements

Locations for the vibration measurements

Vibration measurements

Assessment of indoor vibration measurements, and

Report

11.3 ICB-certified Sound & Vibration Contractor

ICB sound & vibration certification is offered to contractors who meet all of the following requirements.

To be certified the contractor must




Employ ICB-certified sound & vibration technician and ICB-certified sound & vibration supervisors

to the extent required for certification, and should employ enough ICB-certified sound & vibration

technician and ICB-certified sound & vibration supervisors to perform any and all work in the area

of sound & vibration



12 Testing, Adjusting and Balancing Certification Scheme




ICB has determined to recognize and accept certifications by the Testing, Adjusting and Balancing Bureau

(TABB) for the ICB certification program. ICB recognition and acceptance of TABB supervisor and

contractor certification extends only to supervisors and contractors who meets all the TABB

requirements.

TABB-certified technician status is available to TAB technician who qualify per Section 3 of this manual.

12.2 Certified TABB Supervisor

12.2.1 Eligibility

To qualify for the TABB supervisor certification exam, the applicant must meet one of the following

eligibility criteria:

Have a college/university degree in engineering with at least one year experience in HVAC


Have a two year associate degree in HVAC with at least three years’ experience in HVAC


Be an ICB-certified TAB technician and have five or more years’ experience in HVAC installation

or design work (which may include apprenticeship), at least one of which must include testing,

adjusting and balancing work, or

Have at least three years’ experience in TAB work and is recommended in writing for the exam by

the applicant’s employer. The employer must be an ICB-certified contractor.



The following steps are required to renew the supervisor certification:

Complete online renewal application. (See Section 2.4 of this manual).

Provide document showing that the supervisor has completed twelve hours of CEUs in the past

two years.






Any course endorsed by National SMACNA related to TAB

Any course sponsored by a local SMACNA chapter and related to TAB




TAB

Teaching a course in TAB for a local JATC at least twelve hours per year

Presenting a seminar on a topic related to TAB; a copy of the agenda and the presentation must


Published papers on the topic of TAB. Six CEUs will be credited per paper.

Any course or webinar related to TAB industry. Pertinent documentation must be submitted to

receive credits.

12.2.4 TABB Supervisor Knowledge Base

A TABB-certified supervisor must be proficient in all of the categories of this section as demonstrated by

passing the written exam (see also Section 4.2.2 of this manual).

A TABB-certified supervisor must be knowledgeable of the following:

Mathematics

Fluid Flow

Pressure profiling

Pressure (static, velocity, and total)

Resistance (friction and dynamic loss)

Heat transfer including conduction, convection, and radiation

Psychrometrics

Dry bulb temperature

Wet bulb temperature

Dew point temperature

Relative humidity

Specific humidity

Specific volume

Density

Enthalpy

HVAC systems designs and documentation

Mechanical drawings

Specifications

Submittal data

Addenda and alterations

Shop Drawings



Schematics

Automatic control systems

Purpose for each component and how they interact

Understand the sequence of operation

Understand the operation of HVAC systems that are related to TAB

Electrical Systems

Definitions of voltage, current, resistance, reactance, capacitance

Ohm's Law

Definition and calculation of breaking horse power (bhp)

Electric safety and personal protection equipment

Instrumentation

Select the proper instrument for the task to be performed

Proper care for and use the instrument for the task to be performed

A TABB-certified supervisor must be knowledgeable of preliminary testing, adjusting and

balancing procedures

Initial planning

Preliminary procedures

Procurement of data

Study of systems and data

Report forms

Air distribution system inspection

Fans

HVAC units

Terminal unit/devices

Duct systems

Hydronic distribution system

Pumps

Safety low water cut off

Pressure differential on heat exchanger

Coils and heat exchangers

Refrigeration equipment

Chilled water systems

Condenser and cooling towers pumps

Piping systems

HVAC control system

A TABB-certified supervisor must be knowledgeable of air system testing, adjusting and balancing

procedures, including the following:

Proportionate balancing



Sequential balancing

Specific Air System Procedures

Supply air systems

Return, exhaust and relief air systems

Dual duct and single duct (constant volume systems)

Dual duct pressure dependent systems

Variable air volume systems

Pressure dependent

Pressure independent

Induction

Fan powered terminals

Induction systems

Special systems

Laboratory fume hoods

Kitchen hoods

Industrial hoods

Material handling systems

Ceiling and floor plenum systems

Cleanrooms

Considerations for Testing, Adjusting and Balancing

Problem solving

Customer relations

Safety

Data gathering

Report writing

Report review/editing/completion

Task scheduling

Reference Data

A TABB-certified supervisor must be knowledgeable of air distribution systems, the purpose of

each component and how they interact, including:

The effect of duct leakage, resistance, and dynamic loss on balancing

The function of the

Fan laws

System effect

V-belt drives

The function of each of the following components:

Supply

Return/exhaust

Single-zone

Multi-zone

Reheat or recool systems



Induction boxes

Dual duct, and

Variable air volume

Duct Leakage testing

Pressure drop test (degradation)

SMACNA Leakage testing method

An ICB-certified TAB supervisor must be knowledgeable of hydronic distribution systems, the

purpose of each component and how they interact, including:

The purpose of each component and how they interact

The effect on balancing of system resistance, dynamic loss, system effects and foreign

material in the system

The pump laws

The function of various hydronic systems and their components, including:

Hot water heating

Two-pipe

Three-pipe

Four-pipe

Direct return

Reverse return

Chilled water

Condensing water

Variable flow systems

Primary - secondary system

Primary - secondary - tertiary system

The purpose of each component in a steam system and how they interact

Hydronic System Testing, Adjusting and Balancing Procedures, including:

Open system

Closed system

Two-pipe system

Three-pipe system

Primary - secondary systems

Primary - secondary - tertiary system

Differential pressure, and

Temperature difference

12.3 TABB-certified Contractor

TABB certification is offered to contractors that meet all of the following requirements. To be certified

the contractor must:






Employ TABB-certified technician and TABB-certified supervisors to the extent required for

certification, and should employ enough TABB-certified technician and ICB-certified TAB

supervisors to perform any and all work in the area of TAB

Own and maintain all TAB equipment and instruments per current TABB Instruments list, and

maintain the required calibration

Perform any and all work according to the most current version of the SMACNA HVAC Systems

Testing, Adjusting and Balancing manual unless federal, state or local codes supersede it

Approve and adopt the TABB Customer Satisfaction Procedure

Have completed a minimum of three testing, adjusting and balancing projects

Furnish five references from local architects, building owners, consulting engineers or

contractors, who will vouch for the contractor’s competence and integrity in testing, adjusting

and balancing work



12.4 Independent TABB Contractor Certification

Certification as an Independent TABB-certified contractor is available to a TABB-certified contractor who

affirms his or her independence by means of a sworn affidavit in a format as required by the TABB. An

independent contractor is one with no affiliation with an HVAC mechanical contractor, design engineer,

a manufacturer of HVAC equipment or with other entity or person that interferes with the contractor’s

independence in any TABB-certified specialty work on HVAC systems and/or in preparation of reports.


Attachment 1. ICB Conformity Assessment Vocabulary

National Energy Management Institute Committee • 8403 Arlington Blvd, Suite 100 • Fairfax, Virginia 22031

Conformity Assessment Vocabulary Version 151001

As proved by the International Certification Board on April 26, 2016

© Copyright 2015, 2016 The Sheet Metal Industry International Certification Board

8403 Arlington Blvd, Suite 100 Fairfax, Virginia 22031

All rights reserved

Disclaimer

The International Certification Board of the Sheet Metal Industry (ICB) has compiled this

document with care, but ICB has not investigated, and ICB expressly disclaims any duty to

investigate any product, process, procedure, design or like that, that may be described in this

document. ICB does not warrant that the information contained in this document is free of errors.

The user assumes the entire risk of the use of this document.

NO PART OF THIS DOCUMENT MAY BE REPRODUCED, STORED IN A RETRIEVAL SYSTEM, OR

TRANSMITTED IN ANY FORM OR BY ANY MEANS, ELECTRONIC, MECHANICAL, PHOTOCOPYING,

RECORDING, SCANNING OR OTHERWISE WITHOUT PERMISSION IN WRITING FROM THE

INTERNATIONAL CERTIFICATION BOARD OR FROM THE ORIGINAL HOLDER OF THE COPYRIGHT AS

INDICATED IN THE TEXT.

ICB Conformity Assessment Vocabulary version 151001 | i

Document Profile

Title ICB Conformity Assessment Vocabulary, version 151001

Class DOC

Category Policy

Owner Davor Novosel, primary author

Type Original: MS Word 2013 Final: Adobe Acrobat with password security

Access Rights Read only pdf

Document Version Control Table

Version Number Purpose / Changes Author Date

151001 Original release Davor Novosel 10/01/2015

For additional information on document version control please consult the most current version of the

NEMIC Document Version Control Policies.

ii | ICB Conformity Assessment Vocabulary version 151001

4. Contents 1 Purpose ...................................................................................................................................................... 1

2 Definitions .................................................................................................................................................. 2

2.1 Appeal ................................................................................................................................................. 2

2.2 Applicant ............................................................................................................................................. 2

2.3 Assessment ......................................................................................................................................... 2

2.4 Certification calendar year .................................................................................................................. 2

2.5 Candidate ............................................................................................................................................ 2

2.6 Certificate ............................................................................................................................................ 2

2.7 Certification ......................................................................................................................................... 2

2.8 Certification process ........................................................................................................................... 2

2.9 Certification program .......................................................................................................................... 2

2.10 Certification scheme ......................................................................................................................... 2

2.11 Certification status ............................................................................................................................ 3

2.12 Claimant ............................................................................................................................................ 3

2.13 Conference ........................................................................................................................................ 3

2.14 Competence ...................................................................................................................................... 3

2.15 Complaint .......................................................................................................................................... 3

2.16 Contractor ......................................................................................................................................... 3

2.17 Decision ............................................................................................................................................. 3

2.18 Examination ...................................................................................................................................... 3

2.19 Examiner ........................................................................................................................................... 3

2.20 Hearing .............................................................................................................................................. 4

2.21 Interested party ................................................................................................................................ 4

2.22 Investigation ...................................................................................................................................... 4

2.23 Judge ................................................................................................................................................. 4

2.24 Proctor .............................................................................................................................................. 4

2.25 Subject .............................................................................................................................................. 4

2.26 Supervisor ......................................................................................................................................... 4

2.27 Technician ......................................................................................................................................... 4

3 Abbreviations ............................................................................................................................................. 5

3.1 ATE/MATE ........................................................................................................................................... 5

3.2 ATT/MATT ........................................................................................................................................... 5

3.3 CEU ...................................................................................................................................................... 5

3.4 FLS ....................................................................................................................................................... 5

3.5 FLS1 ..................................................................................................................................................... 5

3.6 FLS2 ..................................................................................................................................................... 5

3.7 IAQ ...................................................................................................................................................... 5

3.8 ICB ....................................................................................................................................................... 5

3.9 ITI......................................................................................................................................................... 5

3.10 JATC ................................................................................................................................................... 5

ICB Conformity Assessment Vocabulary version 151001 | iii

3.11 NEMI.................................................................................................................................................. 5

3.12 NEMIC ............................................................................................................................................... 5

3.13 SMACNA ............................................................................................................................................ 5

3.14 SMART ............................................................................................................................................... 5

3.15 TAB .................................................................................................................................................... 6

3.16 TABB .................................................................................................................................................. 6

iv | ICB Conformity Assessment Vocabulary version 151001


ICB Conformity Assessment Vocabulary version 151001 | 1

1 Purpose

The National Energy Management Institute Committee in conjunction with the International Certification

Board (ICB) has developed a number of policy and procedure documents dealing with various aspects of

the ICB certification program. The ICB certification program is based on the principles of the IEC/ISO

Standard 17024: 2012 Conformity assessment – General requirements for bodies operating certification

of persons. In striving to achieve a high level of conformity with the standard, every effort has been made

to include the same terminology across all ICB policy and procedure documents. This document supports

this goal.

The terminology in this document conforms to the ISO/IEC Standard 17000, Conformity assessment-

Vocabulary and general principles. Exception to the definitions to the said standard are noted.

2 | ICB Conformity Assessment Vocabulary version 151001

2 Definitions

Terms highlighted in bold are defined in this document.

2.1 Appeal

Request by applicant, candidate or certified person for reconsideration of any decision made by

the ICB related to her/his desired certification status.

2.2 Applicant

Person who has submitted an application to be admitted to the certification process.

2.3 Assessment

Process that evaluates a person's fulfilment of the requirements of the certification scheme. The

assessment may consist both of a written and a practical examination.

2.4 Certification calendar year

The certification calendar year starts on April 1st of each year and runs through March 31st of the

following year.

2.5 Candidate

Applicant who has fulfilled specified prerequisites and has been admitted to the certification

process.

2.6 Certificate

Document issued by the ICB indicating that the named person has fulfilled the certification

requirements.

2.7 Certification

In the context of the ICB certification program, it refers to a person whose certification status is

current.

2.8 Certification process

The sum of all the activities by which the ICB determines that a person fulfills all the certification

requirements.

2.9 Certification program

Refers to the sum of all ongoing certification schemes and certification processes by the ICB.

2.10 Certification scheme

Competence requirement related to a specific skill set, e.g., the commissioning certification

scheme requires candidates to prove a commissioning-specific skill set.


2.11 Certification status

The current state a certification held by a person. The certification status may be one of the

following:

Current ...... the person holding the certification has fulfilled all requirements of one or several

certification schemes

Pending ..... the person held a certification but has not renewed it in the allowed time frame;

the person is given a 60-day grace period to complete the renewal otherwise the

status will be marked as expired

Expired ...... the person held a certification but has not renewed it in the allowed time frame

including the 60-day grace period

Suspended . the ICB has suspended a certification for one or several reasons listed in Section

2.5 of the ICB Certification Manual

2.12 Claimant

A person, an organization or an interested party that filed the complaint against the subject

2.13 Conference

A meeting of the ICB with the interested party or parties as part of the complaint process (see

2.6.4 Procedure for Resolution of a Complaint of the ICB Certification Manual)

2.14 Competence

Ability to apply knowledge and skill to achieve intended results

2.15 Complaint

Expression of dissatisfaction, other than an appeal, by any individual or organization to ICB,

relating to the activities of a certified person, where a response is expected (see 2.6.4 Procedure

for Resolution of a Complaint of the ICB Certification Manual).

2.16 Contractor

In the context of the ICB certification program it always refers to an ICB-certified contractor

2.17 Decision

It is the written statement of the final resolution by the ICB on any or all parts of an appeal or a

complaint (see 2.6. Procedures for Resolution of an Appeal or a Complaint of the ICB Certification

Manual)

2.18 Examination (“Exam”)

Mechanism that is part of the assessment which measures a candidate's competence by one or

more means, such as written and practical, as defined in the certification scheme

2.19 Examiner

Person competent to conduct and score an examination, where the examination requires

professional judgement; also referred to as judge


2.20 Hearing

A meeting of the ICB with the interested party to a complaint or an appeal to render a decision

on the complaint or appeal (see 2.6. Procedures for Resolution of an Appeal or a Complaint of the

ICB Certification Manual).

2.21 Interested party

Individual, group or organization affected by the performance of an ICB-certified person

2.22 Investigation

A fact-finding mission by a representative aka investigator of the ICB to the physical place where

the complaint or appeal occurred (see 2.6. Procedures for Resolution of an Appeal or a Complaint

of the ICB Certification Manual).

2.23 Judge

Refers to an examiner who conducts and score a practical examination.

2.24 Proctor

Person authorized by the ICB who administers or supervises an examination, but does not

evaluate the competence of the candidate. The ISO Standard 17024 uses the term invigilator.

2.25 Subject

The person or entity whose work, conduct or other action or omission is the subject of a

complaint.

2.26 Supervisor

In the context of the ICB certification program, it always refers to an ICB-certified supervisor.

While employed by an ICB-certified contractor, a supervisor is the person who is responsible for

overseeing, coordinating and ensuring that projects are performed by ICB-certified technicians in

accordance with ICB procedures, including the ICB Code of Conduct, the ICB General Rules, and

the specifications for each certification scheme included in this manual.

2.27 Technician

In the context of the ICB certification program, it always refers to an ICB-certified technician.


3 Abbreviations

3.1 ATE/MATE

Mechanical Acceptance Test Employer

3.2 ATT/MATT

Mechanical Acceptance Test technician

3.3 CEU

Continuing Education Unit

3.4 FLS

HVAC Fire Life Safety

3.5 FLS1

HVAC Fire Life Safety Level One

3.6 FLS2

HVAC Fire Life Safety Level Two

3.7 IAQ

Indoor Air Quality

3.8 ICB

The International Certification Board

3.9 ITI

The International Training Institute of the Sheet Metal Industry and the Air Conditioning Industry

3.10 JATC

A Joint Apprenticeship Training Committee (JATC) that is responsible for the training of the sheet

metal apprentices and journeymen employed by all signatory contractors within the local union’s

jurisdiction.

3.11 NEMI

The National Energy Management Institute

3.12 NEMIC

The National Energy Management Institute Committee

3.13 SMACNA

The Sheet Metal and Air Conditioning Contractors’ National Association

3.14 SMART

The International Association of Sheet Metal, Air, Rail and Transportation Workers formerly the

Sheet Metal Workers’ International Association (SMWIA).


3.15 TAB

Testing, adjusting and balancing

3.16 TABB

Testing, Adjusting and Balancing Bureau

Attachment 2. Integrity and Stamp Agreement

ICB-certified Testing, Adjusting and Balancing Stamp Agreement

This agreement (“Agreement”) is made between the National Energy Management Institute Committee

for the Sheet Metal and Air Conditioning Industry (“NEMIC”) and _______________________________,

(the “ICB-certified TAB Professional”). The ICB-certified TAB Professional shall be either an ICB-certified

TAB Technician or Supervisor.

Stamp

[ICB-certified TAB Professional’s Full Name] [ICB Certification Number]

[Issue Date]

Mark

1. Ownership. NEMIC owns the rights to the ICB-certified TAB Professional stamp (the “Stamp”)

and to the ICB mark (the “Mark”) as shown above. NEMIC is and will remain the owner of the

Stamp and the Mark. This Agreement does not give the ICB-certified TAB Professional any right,

title or interest in or to the Stamp and/or the Mark (other than a right of use per the terms of

this Agreement).

2. Use of the Stamp. The ICB-certified TAB Professional will use the Stamp exclusively in

conjunction with any testing, adjusting and balancing work performed by him or her in

accordance with ICB Code of Conduct. Use of the Stamp by any person other than the ICB-

certified TAB Professional is not allowed and will result in immediate termination of this

Agreement.

3. Use of the Mark. This Agreement does NOT permit use of the ICB Mark, except only as it is part

of the Stamp.

4. Extent of License. This Agreement is (i) nontransferable; (ii) nonexclusive; and (iii) revocable by

NEMIC at any time with or without cause. Upon revocation, the ICB-certified TAB Professional

shall cease to use the Stamp and shall return it to NEMIC.

ICB-certified Testing, Adjusting and Balancing Stamp Agreement

5. Surrender of the Stamp. The ICB-certified TAB Professional will surrender the Stamp to NEMIC

upon demand, whether in connection with loss of the ICB-certified TAB Professional ICB TAB

Certification, termination of this Agreement, or any other cause.

6. Loss or Damage. If the Stamp is lost or damaged, the ICB-certified TAB Professional may request

a replacement Stamp. The fee for the replacement Stamp is the same as the fee for the original

Stamp.

7. This Agreement is effective on the Issue Date shown on the Stamp.

By signing below, I agree to the terms of this Agreement.

Signature Date _ _ /_ _ / _ _ _ _

Full Name Local No. _ _ _

Address

City State _ _ ZIP _ _ _ _ _

Phone No ( _ _ _ ) _ _ _ - _ _ _ _ Certification No. _ _ _ _ _ _ _ _ _ _

Email @

NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE

David Bernett, Administrator

Attachment 3. Retiree Certificate of Recognition

THE SHEET METAL INDUSTRY INTERNATIONAL CERTIFICATION BOARD

CERTIFICATE OF RECOGNITION

AWARDED TO

Name For being an Outstanding ICB-certified Professional

holding the following ICB Certification on this day___ of _____ , 20__ of his/her retirement.

[ICB Certification Scheme 1], [ICB Certification Scheme 2], [ICB Certification Scheme 3]

Awarded this day ____ of ________ , 20__

_______________________ David Bernett

Administrator, National Energy Management Institute Committee

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