Hydronic Specialties

Rev 2 · Updated Jun 14, 2026 · View history

1 Scope

NOTE This standard governs the materials, ratings, construction, and installation of in-line hydronic specialties in closed-loop heating hot water, chilled water, and condenser water piping systems served by a central plant. (1.1)
NOTE Hydronic specialties are the field-installed in-line devices — balancing valves, strainers, air/dirt separators, chemical feeders, gauges, thermometers, flexible connectors, and drain/sample valves — that make a hydronic distribution system balanceable, serviceable, and measurable. They are distinct from the pipe that carries the water and from the rotating and pressurization equipment at the plant. (1.2)

1.3 Applicability

NOTE This standard shall apply to all hydronic specialties installed in closed-loop HHW, CHW, and CW distribution systems operating within the pressure-temperature envelope of ASME B31.9 (up to 160 psig and 250°F). (1.3.1)
NOTE This standard applies to new construction and to renovation work that adds or replaces hydronic specialties within an existing distribution system. (1.3.2)
NOTE Where condenser water serves an open-loop cooling tower circuit, the drain and sample provisions of this standard apply, but tower-side specialties and water treatment hardware are governed by the cooling tower and water treatment standards. (1.3.3)

1.4 Exclusions

NOTE The following are outside the scope of this standard and are governed elsewhere: (1.4.1)
  • Pipe, fittings, joining methods, hangers and supports, pressure testing, flushing, and cleaning — see Hydronic Piping.
  • Centrifugal pump assemblies, motors, baseplates, and pump-integral suction diffusers and triple-duty valves — see Hvac Pumps.
  • Expansion tanks (bladder, diaphragm, open) and the primary system air separator — see Expansion Tanks And Air Separators.
  • Insulation of pipe, valves, and fittings, including removable insulation jackets — see Mechanical Insulation.
  • DDC/BAS-actuated modulating or two-position control valves that are integral to a control sequence — addressed in HVAC controls. (PICVs specified here are furnished as a single hydronic specialty product complete with actuator.)
  • Steam, steam condensate, and trap specialties — not hydronic.
  • Domestic and plumbing water specialties (potable backflow preventers, plumbing pressure-reducing valves, water hammer arresters) — governed by plumbing standards.
  • Fire protection system specialties — governed by NFPA 13 and related fire protection standards.

2 Referenced Standards

2.1Equipment, materials, and installation shall comply with the latest adopted edition of each of the following unless a specific edition is cited.
2.2Where referenced standards conflict, the more stringent requirement shall govern unless the Engineer of Record directs otherwise in writing.
Standard Title
ASME B31.9 Building Services Piping
ASME B16.34 Valves — Flanged, Threaded, and Welding End
ASME B1.20.1 Pipe Threads, General Purpose, Inch
MSS SP-25 Standard Marking System for Valves, Fittings, Flanges and Unions
MSS SP-80 Bronze Gate, Globe, Angle and Check Valves
MSS SP-110 Ball Valves Threaded, Socket-Welding, Solder Joint, Grooved and Flared Ends
ANSI/ASHRAE/IES 90.1 Energy Standard for Buildings Except Low-Rise Residential Buildings
ANSI/ASHRAE 188 Legionellosis: Risk Management for Building Water Systems
ASTM A126 Gray Iron Castings for Valves, Flanges, and Pipe Fittings
ASTM A536 Ductile Iron Castings
ASTM B61 Steam or Valve Bronze Castings
ASTM B62 Composition Bronze or Ounce Metal Castings
ASTM B584 Copper Alloy Sand Castings for General Applications
IMC Chapter 12 Hydronic Piping (International Mechanical Code)

3 Submittals

3.1 Action Submittals

3.1.1The Contractor shall submit the following action submittals for review before procurement:
  • Product data for each specialty type, including body and trim materials, pressure-temperature rating, end connections, and Cv or flow coefficient where applicable.
  • A balancing valve and flow control device schedule listing tag, location, design flow rate, and selected device for each terminal and branch.
  • Strainer schedule listing location, body material, screen mesh size, and blow-down provisions.
  • Pressure-independent control valve (PICV) selection data showing design flow, minimum controllable flow, control range, actuator type, and signal compatibility with the BAS.
  • Manufacturer cut sheets for gauges, thermometers, thermowells, flexible connectors, and chemical feeders, with ranges and ratings highlighted for the specified application.
  • Coil connection kit assembly drawings where factory-assembled kits are specified.
Action Submittalscheckbox
Specialty product data with materials and ratings
Balancing and flow control device schedule
Strainer schedule with mesh sizes
PICV selection data (flow range, actuator, signal)
Gauge, thermometer, and thermowell cut sheets
Flexible connector product data
Chemical feeder product data
Coil connection kit assembly drawings

3.2 Informational Submittals

3.2.1The Contractor shall submit the following informational submittals:
  • Manufacturer installation instructions for each specialty type, including required upstream and downstream clearances.
  • Pressure-temperature rating certifications confirming compliance with the system design conditions.
  • Coordination drawings showing specialty locations relative to terminal units, access panels, and service clearances.
Informational Submittalscheckbox
Manufacturer installation instructions
Pressure-temperature rating certifications
Coordination drawings with service clearances

3.3 Closeout Submittals

3.3.1The Contractor shall submit the following closeout submittals:
  • Operation and maintenance data for strainers, feeders, and flow control devices.
  • Record balancing valve settings (memory-stop positions and measured flow) as recorded by the balancing agency.
  • Warranty documentation for all furnished specialties.
Closeout Submittalscheckbox
Operation and maintenance data
Record balancing valve settings
Warranty documentation

4 Quality Assurance

4.1 Identification and Marking

NOTE Valves and specialty fittings shall be marked in accordance with MSS SP-25. (4.1.1)
4.2Each specialty device shall bear permanent identification of manufacturer, size, pressure rating, and material in accordance with MSS SP-25.
4.3Bronze gate, globe, angle, and check valve components within specialty assemblies shall conform to MSS SP-80.
4.4Ball valve components within coil connection kits and isolation assemblies shall conform to MSS SP-110.
4.5Threaded end connections shall conform to the pipe thread form and dimensions of ASME B1.20.1.
4.6Each specialty device shall carry a pressure-temperature rating not less than the system design pressure and temperature, verified against ASME B16.34 selection criteria.
4.7All specialties shall be selected for a pressure class of at least 1.5 times the system design pressure.
NOTE Selecting devices at a pressure class of at least 1.5 times the system design pressure provides margin for pressure transients, pump shut-off head, and static head in tall buildings without operating any device at its rated limit. (4.7.1)

5 Environmental and Service Conditions

NOTE Hydronic specialties operate continuously in a wetted, often glycol-bearing environment across a wide temperature band; material selection and pressure class must be matched to the actual service fluid and operating envelope, not to a generic rating. (5.1)
5.2System design pressure and temperature shall be established for each circuit and used as the selection basis for every specialty in that circuit.
System Design Pressurerange
psig
30160
Default: 125 psig
System Design Temperature (Maximum)range
°F
40250
Default: 200 °F
Service Fluidselect
Water
Water with corrosion inhibitor
Propylene glycol solution (up to 50%)
Ethylene glycol solution (up to 50%)
5.3Where a glycol solution is the service fluid, all elastomeric seats, seals, and separator media shall be confirmed compatible with the specified glycol type and concentration.
NOTE Glycol solutions, particularly ethylene glycol, attack some elastomers used in standard water-service seats; EPDM is generally compatible while some nitriles are not, so the selection must be verified rather than assumed. (5.3.1)

6 Materials and End Connections

NOTE Body material and end connection style are the two selections that recur across every specialty type and are therefore set once at the system level and applied consistently to balancing valves, strainers, and feeders alike. (6.1)
6.2Bronze or brass bodies shall be used on copper piping systems regardless of pipe size.
NOTE Iron-body specialties on copper piping create a galvanic couple that accelerates corrosion of the copper; bronze or brass bodies are mandatory on copper systems, and iron bodies are appropriate only on steel piping. (6.2.1)
6.3Cast iron or ductile iron bodies shall be used only on steel piping systems and only at sizes 2-1/2 in. and larger.
Specialty Body Material (small sizes, 2 in. and smaller)select
Bronze (ASTM B62)
Brass (ASTM B584)
Steam bronze (ASTM B61)
Specialty Body Material (large sizes, 2-1/2 in. and larger)select
Cast iron (ASTM A126 Class B)
Ductile iron (ASTM A536)
Bronze (ASTM B62)
6.4End connections shall coordinate with the joining method of the connecting pipe as specified in Hydronic Piping.
End Connection Style (2 in. and smaller)select
NPT threaded (ASME B1.20.1)
Solder/sweat
Press-connect
End Connection Style (2-1/2 in. and larger)select
Flanged (ANSI Class 125)
Flanged (ANSI Class 150)
Grooved-end

7 Balancing and Flow Control Devices

NOTE Flow control device selection is a system-level hydraulic decision, not a product preference: it is driven by whether the system is constant- or variable-flow, by the pump curve, and by the control strategy at each terminal. The three families below are not interchangeable, and the choice should be made by the Engineer of Record for each circuit. (7.1)

7.2 Device family selection

NOTE The hydronic distribution shall use one of three flow control device families at each branch and terminal: manual calibrated balancing valves, automatic flow-limiting (pressure-independent balancing) valves, or pressure-independent control valves. (7.2.1)
7.2.2On variable-flow systems pursuing ANSI/ASHRAE/IES 90.1 balancing compliance, the flow control device shall maintain design flow at part-load operating conditions.
7.2.3Fixed-orifice manual balancing valves shall not be specified as the sole balancing device on variable-primary systems where part-load flow stability is required for 90.1 compliance.
NOTE On a variable-primary system, manually set fixed-orifice circuit setters are balanced at one operating point only; as other branches modulate, the differential pressure across each setter shifts and the flow drifts. Automatic flow-limiting valves or PICVs hold flow across a differential pressure band and are the compliant choice where part-load stability is required. (7.2.3.1)
Flow Control Device Familyselect
Manual calibrated balancing valve
Automatic flow-limiting (pressure-independent balancing) valve
Pressure-independent control valve (PICV)

7.3 Manual calibrated balancing valves

NOTE Manual calibrated balancing valves are field-set, fixed-position devices with a calibrated flow-versus-handle relationship and integral pressure/temperature ports for differential pressure readout; they suit constant-flow circuits and simple two-way constant-flow terminals. (7.3.1)
7.3.2Manual calibrated balancing valves shall include a calibrated memory-stop or locking position indicator that preserves the balanced setting after the valve is closed for service.
7.3.3Manual calibrated balancing valves shall include integral metering ports for differential pressure or flow measurement during balancing.
7.3.4Manual calibrated balancing valves shall be furnished with a means of locking the memory-stop position to prevent unauthorized adjustment.
Manual Balancing Valve Typeselect
Calibrated ball-type (circuit setter)
Venturi-type with fixed metering element
Calibrated globe-pattern
Manual Balancing Valve Metering Connectionsselect
Integral P/T (pressure/temperature) ports
Integral differential pressure meter connections

7.4 Automatic flow-limiting valves

NOTE Automatic flow-limiting valves use a self-actuating cartridge that holds a fixed flow rate across a defined differential pressure band, eliminating manual balancing of the controlled branch; they suit variable-flow systems where each branch must hold its design flow regardless of system pressure swings. (7.4.1)
7.4.2Automatic flow-limiting valves shall hold the rated flow within the manufacturer's published tolerance across the device's full control differential pressure range.
7.4.3The control differential pressure range of each automatic flow-limiting valve shall bracket the minimum and maximum differential pressure the branch experiences in service.
7.4.4Flow cartridges shall be removable for service and replacement without removing the valve body from the line.
Automatic Flow-Limiting Cartridge Styleselect
Fixed-rate cartridge (factory-set flow)
Field-selectable cartridge (multiple flow rates)
Control Differential Pressure Rangeselect
2 to 32 psid
2 to 57 psid
4 to 80 psid

7.5 Pressure-independent control valves

NOTE A pressure-independent control valve (PICV) combines a differential pressure regulator, a flow limiter, and a modulating control valve with actuator in a single body; it both balances and modulates a terminal, eliminating a separate balancing valve and giving the control loop constant authority regardless of system pressure changes. (7.5.1)
7.5.2Each PICV shall be selected for the terminal design flow and shall maintain that flow as a maximum across the device's full control differential pressure range.
7.5.3Each PICV shall be selected so the terminal minimum controllable flow falls within the device's controllable range.
NOTE A PICV sized only to design flow can lose control authority near minimum flow if the controllable range is too narrow; the specifier must provide both the design flow and the minimum controllable flow (typically 10 to 15% of maximum Cv) as selection criteria. (7.5.3.1)
7.5.4Each PICV shall be furnished complete with its modulating actuator as a single product unless the Contract Documents explicitly assign actuator supply to the BAS contractor.
NOTE On some projects the BAS contractor expects to furnish actuators separately; the specification must state explicitly whether the PICV is furnished complete with actuator or whether the actuator is furnished by others, to avoid a gap or a duplicate purchase. (7.5.4.1)
7.5.5The PICV actuator control signal shall be compatible with the building automation system output specified in Building Automation System.
PICV Actuator Supplyselect
Furnished complete with actuator (this section)
Valve body only; actuator furnished by BAS contractor
PICV Actuator Control Signalselect
0-10 VDC modulating
2-10 VDC modulating
4-20 mA modulating
Floating (3-wire)
Two-position (on/off)
PICV Control Differential Pressure Rangeselect
5 to 60 psid
5 to 75 psid
7 to 90 psid

7.5.6 Terminal design flow

NOTE The design flow and minimum controllable flow for each terminal shall be taken from the terminal schedule. (7.5.6.1)
7.5.6.2Terminal flow assignments are coordinated from the equipment schedule on the drawings: terminal unit schedule.

8 Strainers

NOTE Strainers protect downstream coils, control valves, pumps, and PICVs from debris carried in the fluid; type, body material, and screen mesh are all selected to match the protected equipment and the expected debris load rather than applied as a single standard. (8.1)

8.2 Strainer type

NOTE Y-pattern strainers shall be used for general protection at sizes up to 2 in. and where the pressure drop allowance is modest. (8.2.1)
8.2.2Basket (pot) strainers shall be used at sizes 3 in. and larger and where a large dirt-holding capacity or low pressure drop is required.
Strainer Typeselect
Y-pattern
Basket (pot) strainer

8.3 Screen and mesh

NOTE Strainer screens shall be stainless steel. (8.3.1)
8.3.2Strainer screen mesh shall match the protection requirement of the downstream equipment.
NOTE Coil and control valve manufacturers frequently require finer protection than the system default; the mesh size is a per-location selection driven by equipment manufacturer requirements, not a single value applied system-wide. (8.3.2.1)
8.3.3Where a downstream equipment manufacturer specifies a minimum strainer mesh, the finer of that requirement and the scheduled mesh shall govern.
Strainer Screen Meshselect
20-mesh (general service)
40-mesh (coil and control valve protection)
60-mesh (fine equipment protection)
Screen Perforation (large basket strainers)select
1/16 in. perforated
1/8 in. perforated
3/64 in. perforated

8.4 Body material

NOTE Strainer bodies shall be bronze on copper piping and at sizes 2-1/2 in. and smaller. (8.4.1)
8.4.2Strainer bodies shall be cast iron or ductile iron only on steel piping and only at sizes 3 in. and larger.
Strainer Body Materialselect
Bronze (ASTM B62)
Cast iron (ASTM A126 Class B)
Ductile iron (ASTM A536)

8.5 Blow-down and isolation

NOTE Strainers 3 in. and larger shall be furnished with a blow-down connection and valve. (8.5.1)
8.5.2Each strainer 3 in. and larger shall be provided with upstream and downstream isolation so the screen can be serviced without draining the system.
NOTE Servicing a basket strainer on a live system without a blow-down valve and isolation requires shutting down and draining the whole system; blow-down and isolation provisions on strainers 3 in. and larger keep routine screen cleaning from becoming a system outage. (8.5.2.1)
8.5.3The blow-down connection shall be valved and capped or plumbed to an accessible drain.
Strainer Blow-Down Provisionselect
Valved blow-down with hose-end and cap
Valved blow-down piped to drain
None (sizes under 3 in.)

9 Combination Air and Dirt Separators (In-Line)

NOTE This section covers in-line combination air/dirt separators installed within the distribution piping to scrub residual microbubbles and suspended dirt at points of low velocity or high temperature; it does not cover the central air separator at the expansion tank, which is governed by Expansion Tanks And Air Separators. (9.1)
NOTE In-line combination air/dirt separators are coalescing-media devices that capture microbubbles and settle out suspended particles; they supplement, but do not replace, the primary system air separator. (9.2)
9.3In-line air/dirt separators shall use a coalescing internal medium sized for the full design flow of the served circuit.
9.4Each in-line air/dirt separator shall be furnished with an automatic air vent at the top and a valved dirt blow-down at the bottom.
9.5Where magnetic dirt separation is specified, the separator shall include a removable magnetic element serviceable without isolating the unit from the line.
NOTE Magnetic separation captures the ferrous particles (magnetite) that coalescing media alone passes; it is most valuable on systems with steel piping or cast iron components where iron oxide sludge forms. (9.5.1)
In-Line Air/Dirt Separator Typeselect
Coalescing air/dirt separator
Coalescing air/dirt separator with magnetic element
In-Line Separator Body Materialselect
Brass
Carbon steel
Carbon steel, epoxy-coated
In-Line Separator Connection Sizerange
in.
0.754
Default: 2 in.

10 Chemical Pot (Bypass) Feeders

NOTE Chemical pot feeders, also called bypass feeders, are pressure vessels piped in a bypass loop across a pump or pressure differential; they allow treatment chemicals to be added to the closed loop for initial passivation and periodic make-up without breaking the system open. (10.1)
NOTE Coordinate feeder chemistry, dosing, and treatment program with Hvac Water Treatment. (10.2)
10.3Each closed-loop system shall be provided with at least one chemical pot feeder piped in a bypass across an available pressure differential.
10.4The pot feeder shall be furnished with inlet and outlet isolation valves, a fill funnel or top fill port, a vent, and a drain.
10.5The pot feeder vessel capacity shall be sized for the chemical volume required for initial treatment of the system fluid volume.
NOTE A feeder too small for the system volume forces repeated fill cycles for initial dosing; the vessel is sized so initial passivation chemistry can be charged in a practical number of fills relative to system fluid volume. (10.5.1)
10.6The pot feeder and its bypass piping shall be rated for the system design pressure.
Chemical Pot Feeder Capacityselect
1 quart
2 quart
1 gallon
2 gallon
5 gallon
Chemical Pot Feeder Pressure Ratingselect
125 psi
150 psi
300 psi
Chemical Pot Feeder Body Materialselect
Carbon steel
Carbon steel, epoxy-lined
Cast iron
Feeder Side-Stream Filtrationcheckbox
Bag or cartridge filter on bypass loop

11 Gauges, Thermometers, and Wells

NOTE Gauges and thermometers make a hydronic system legible: they confirm pump operation, differential pressure across coils and strainers, and supply/return temperatures. They are specified by range and location so the operating value sits where the instrument reads accurately. (11.1)

11.2 Pressure gauges

NOTE Pressure gauges shall be selected so that the normal operating pressure falls within the middle third of the dial scale. (11.2.1)
NOTE A gauge whose full scale equals the operating pressure runs at the top of its range, where resolution and accuracy are poor; selecting full scale at roughly twice the operating pressure puts the needle in the readable middle third. (11.2.1.1)
11.2.2Each pressure gauge shall be provided with a gauge cock or needle valve for isolation and for snubbing pulsation.
11.2.3Pressure gauges on hydronic service shall be liquid-filled to damp needle flutter from pump pulsation.
Pressure Gauge Dial Sizeselect
2-1/2 in.
3-1/2 in.
4-1/2 in.
Pressure Gauge Rangeselect
0-30 psi
0-60 psi
0-100 psi
0-200 psi
0-300 psi
Pressure Gauge Fillselect
Glycerin-filled
Silicone-filled
Dry with snubber

11.3 Thermometers and wells

NOTE Thermometers shall be provided at supply and return of each major piece of equipment and where indicated for system monitoring. (11.3.1)
11.3.2Every thermometer and every temperature sensor inserted into the piping shall be installed in a thermowell.
NOTE A thermowell isolates the instrument from the pressurized fluid so it can be removed or replaced without draining the system, and it lets a future digital or infrared instrument reuse the same penetration. (11.3.2.1)
11.3.3Where a temperature reading point is provided for future or portable instrumentation, a thermowell shall be installed without a thermometer.
Thermometer Typeselect
Bimetal dial, adjustable angle
Liquid-in-glass, adjustable angle
Digital
Thermowell only (no thermometer)
Thermometer Rangeselect
0-160°F
0-250°F
30-300°F
40-280°F
Thermowell Stem/Insertion Lengthrange
in.
2.59
Default: 4 in.
Thermowell Materialselect
Brass
304 stainless steel
316 stainless steel

12 Flexible Pipe Connectors

NOTE Flexible pipe connectors at pump and equipment connections absorb vibration, accommodate minor misalignment, and reduce structure-borne noise. The connector type is selected for the service pressure, temperature, and any seismic requirement, and suction-side connectors carry an extra vacuum constraint. (12.1)
12.2Flexible connectors shall be provided at the suction and discharge of each base-mounted pump and where vibration isolation of equipment from piping is required.
12.3Each flexible connector shall be rated for the system design pressure and temperature at the installed location.
12.4Flexible connectors installed on pump suction shall be rated for full vacuum at the operating temperature.
NOTE A spherical rubber connector can collapse under the vacuum that can develop at a pump suction; suction-side connectors must be verified for both pressure and full vacuum at operating temperature, or a connector type not subject to collapse must be used. (12.4.1)
12.5Where the project is in a seismic design category requiring flexible joints, connector selection and anchorage shall comply with the project seismic requirements.
Flexible Connector Typeselect
Spherical (single-arch) EPDM
Spherical (twin-arch) EPDM
Stainless steel braided hose
Rubber expansion joint (multi-arch)
Flexible Connector Flange/End Materialselect
Carbon steel flanges
Stainless steel flanges
Threaded carbon steel ends
Flexible Connector Pressure Ratingselect
125 psi
150 psi
232 psi
Suction-Side Full Vacuum Rating Requiredselect
Required (suction-side connectors)
Not required (discharge only)

13 Drain, Sample, and Vent Provisions

NOTE Every closed loop must be drainable, fillable, ventable, and — on open circuits — sampleable. These small valves are easy to omit on a riser diagram and impossible to add cheaply later, so their placement is coordinated on the piping plan. (13.1)
13.2Hose-end drain valves shall be installed at all system low points and at the low point of each terminal unit runout.
NOTE A coil runout without an accessible hose-end drain cannot be drained or fully flushed; drain placement at terminal low points is coordinated on the piping plan, not left to the installer. (13.2.1)
13.3Manual or automatic air vents shall be installed at all system high points.
13.4Sample valves shall be provided in open-loop condenser water and process cooling circuits at locations accessible for water sampling.
NOTE ANSI/ASHRAE 188 requires accessible drain and sample ports for monitoring building water systems; in open condenser water and process cooling circuits, sample valve placement supports the Legionella risk-management program. (13.4.1)

13.5 Drain and sample valve locations

NOTE Drain, vent, and sample valve locations shall be coordinated with the piping layout: piping plan low and high points. (13.5.1)
Hose-End Drain Valve Sizeselect
1/2 in.
3/4 in.
1 in.
Air Vent Type at High Pointsselect
Manual coin/key vent
Automatic float vent with isolation
Sample Valve Provision (open-loop circuits)checkbox
Sample valves at accessible monitoring points

14 Coil Connection Assemblies

NOTE A coil connection assembly (coil connection kit) gathers the isolation, balancing, drain, air vent, and union fittings a terminal coil needs into one compact, repeatable package. Factory-assembled kits make every terminal identical and shorten field labor; field-fabricated assemblies allow case-by-case configuration. (14.1)
14.2Each terminal coil shall be served by a connection assembly providing isolation, balancing, drain, and air vent functions on both supply and return.
14.3Whether coil connection assemblies are factory-assembled kits or field-fabricated from individual components shall be specified for the project.
NOTE Factory-assembled kits give consistent configuration and quality across many identical terminals and reduce field fittings and labor; field fabrication suits projects with few or highly varied terminals. (14.3.1)
14.4Where a PICV serves the terminal, the coil connection assembly balancing function may be provided by the PICV in lieu of a separate balancing valve.
14.5Isolation valves within coil connection assemblies shall be ball valves conforming to MSS SP-110.
14.6Unions or flanges shall be provided so the coil can be removed without cutting the connecting pipe.
Coil Connection Assemblyselect
Factory-assembled connection kit
Field-fabricated from individual components
Coil Connection Assembly Functions (each side)checkbox
Isolation ball valve
Balancing valve (omit where PICV serves terminal)
Union or flange for coil removal
Hose-end drain valve
Air vent
Strainer (supply side)

15 Installation

NOTE Hydronic specialties earn their cost only when they are accessible and oriented for reading and service; installation quality is therefore as much about clearance and orientation as about the joint itself. (15.1)
15.2All specialties shall be installed in accordance with the manufacturer's installation instructions and IMC Chapter 12.
15.3Strainers shall be installed with the screen pocket oriented to permit blow-down and screen removal without removing the body from the line.
15.4Strainers in horizontal lines shall be installed with the pocket pointing down or horizontally, never up.
15.5Balancing valves and flow control devices shall be installed with the manufacturer's required straight pipe length upstream and downstream of the device.
NOTE Flow control devices read and meter flow accurately only in developed flow; the upstream and downstream straight runs the manufacturer specifies must be honored or the balanced flow will be wrong. (15.5.1)
15.6Pressure gauges and thermometers shall be installed where they can be read from the operating floor or an accessible platform.
15.7Flexible connectors shall be installed without offset, twist, or extension beyond the manufacturer's allowable, and with control rods where required to restrain pressure thrust.
15.8Air vents shall discharge to a point where dripping will not damage equipment or finishes below.
15.9Each specialty requiring periodic service shall be installed with the manufacturer's required service clearance and within reach of an access panel where concealed.
Strainer Orientation in Horizontal Pipeselect
Pocket down
Pocket horizontal
Concealed Specialty Accessselect
Access panel/door at each concealed specialty
Located in accessible ceiling or chase

16 Testing

NOTE Specialties are proven as part of the piping system pressure test and then exercised during balancing; the standard pairs a leak-tightness check with a functional confirmation that flow devices actually meter and hold flow. (16.1)
16.2All installed specialties shall be subjected to the hydronic piping pressure test specified in Hydronic Piping and shall be leak-free at the test pressure.
16.3Strainer screens shall be inspected and cleaned after initial system flushing and before final balancing.
NOTE Construction debris loads the screens heavily on first fill; cleaning after flushing and before balancing prevents a fouled screen from skewing the flow readings the balancer relies on. (16.3.1)
16.4Balancing valve and flow control device flow settings shall be verified and recorded by the testing and balancing agency in accordance with Testing Adjusting And Balancing.
16.5PICV control function shall be verified through the building automation system across the modulating range.
Specialty Test Documentationcheckbox
Pressure test included with piping test
Strainer cleaning after flush recorded
Recorded balancing valve settings
PICV BAS function verification

17 Delivery, Storage, and Handling

NOTE Specialty trim — calibrated stops, gauge movements, separator media, and elastomeric connectors — is easily damaged or contaminated before installation; protecting end connections and keeping devices dry and capped preserves both function and warranty. (17.1)
17.2Specialties shall be delivered with end connections capped or plugged and shall remain capped until installation.
17.3Gauges, thermometers, and flexible connectors shall be stored indoors, protected from impact, weather, and ultraviolet exposure.
17.4Calibrated balancing valves and PICVs shall be protected from impact that could disturb the calibrated setting or actuator.
17.5Strainer screens and separator media shall be kept clean and dry until the system is ready for service.

18 Warranty

NOTE The warranty section sets the minimum coverage the Owner receives; flow control devices and separators carry the longest exposure to wear and fouling and so are called out explicitly. (18.1)
18.2The Contractor shall warrant all hydronic specialties against defects in material and workmanship for the project warranty period, but not less than one year from Substantial Completion.
18.3Flow control devices, including PICVs and automatic flow-limiting valves, shall carry the manufacturer's standard warranty against failure of the regulating mechanism.
18.4Warranty documentation for each specialty type shall be provided in the closeout submittals.
Warranty Periodselect
1 year from Substantial Completion
2 years from Substantial Completion
5 years from Substantial Completion

19 Spare Parts

NOTE Stocking a small set of consumable spares — screens, cartridges, and separator media — lets operators service the items most likely to foul without waiting on procurement. (19.1)
19.2The Contractor shall furnish one spare screen for each size and type of strainer installed.
19.3The Contractor shall furnish one spare flow cartridge for each size of automatic flow-limiting valve installed where field-selectable cartridges are used.
Spare Parts Furnishedcheckbox
One spare screen per strainer size/type
One spare cartridge per automatic flow-limiting valve size
Replacement separator media as recommended

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