8403 Arlington Blvd, Suite 100 • Fairfax, Virginia 22031 CERTIFICATION MANUAL Version 170501 As proved by the International Certification Board on May 2, 2017
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
7.1 Purpose and Overview ...................................................................................................... 24
7.2 HVAC FLS1 Supervisor ....................................................................................................... 24
7.2.1 Eligibility ............................................................................................................ 24
7.2.2 Renewal of Certification .................................................................................... 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
8.1 Purpose and Overview ...................................................................................................... 29
8.2 HVAC FLS2 Supervisor ....................................................................................................... 29
8.2.1 Eligibility ............................................................................................................ 29
8.2.2 Renewal of Certification .................................................................................... 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
9.1 Purpose and Overview ...................................................................................................... 37
9.2 Certified IAQ Supervisor .................................................................................................... 37
9.2.1 Eligibility ............................................................................................................ 37
9.2.2 Renewal of Certification .................................................................................... 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
11.1 Purpose and Overview .................................................................................................... 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
12.1 Purpose and Overview .................................................................................................... 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
1 Introduction to ICB Certification
ICB Certification Manual version 170501 | 1
1 Introduction to ICB Certification
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.
1 Introduction to ICB Certification
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 Introduction to ICB Certification
ICB Certification Manual version 170501 | 3
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
2 General Rules
4 | ICB Certification Manual version 170501
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
ICB Certification Manual version 170501 | 5
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
6 | ICB Certification Manual version 170501
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
ICB Certification Manual version 170501 | 7
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
8 | ICB Certification Manual version 170501
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?
Submits appeal to Director of Certification
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
ICB Certification Manual version 170501 | 9
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
10 | ICB Certification Manual version 170501
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
ICB Certification Manual version 170501 | 11
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?
Submits appeal to Director of Certification
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
12 | ICB Certification Manual version 170501
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.
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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):
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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)
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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.
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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.
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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.
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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.
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6 Commissioning Certification Scheme
6.1 Purpose and Overview
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
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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.
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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.
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7 HVAC Fire Life Safety Level One Certification Scheme
7.1 Purpose and Overview
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:
Has a college/university degree in engineering with at least one year experience in HVAC
installation or design work,
Has a two year associate degree in HVAC with at least three (3) years’ experience in HVAC
installation or design work,
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.
Eligibility will be confirmed via the online application as outlined in Section 4.2.1.
7.2.2 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 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).
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7.2.3 Acceptable CEUs
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 put on by NEMI or ITI
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
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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
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Actuating device
An ICB-certified FLS1 supervisor must be knowledgeable of the process of combination fire/smoke
damper selection including:
Hourly fire resistance rating
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)
damper selection including:
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
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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:
Be signatory to a collective bargaining agreement that provides for contributions directly to
NEMIC, and be current with all financial obligations under that collective bargaining agreement.
(See also Section 5.1 of this manual)
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
Pay the application fee as specified by the ICB, and
Complete the certification process as outlined in Section 5 of this manual.
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8 HVAC Fire Life Safety Level Two Certification Scheme
8.1 Purpose and Overview
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.
Eligibility will be confirmed via the online application as outlined in Section 4.2.1.
8.2.2 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 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).
8.2.3 Acceptable CEUs
One hour of training equals one CEU. CEUs will be accepted from the following:
Any course endorsed by National SMACNA related to 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 put on by NEMI or ITI
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
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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
by passing the written exam (see also Section 4.2.2 of this manual).
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
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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:
Hourly fire resistance rating
Operability
Dynamic closure
Mounting orientation
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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
damper selection including:
Hourly fire resistance rating
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)
damper selection including:
Floor/ceiling or roof/ceiling assembly design
Types of ceiling dampers
Space envelope, and
Mounting configuration
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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
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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
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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
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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:
Be signatory to a collective bargaining agreement that provides for contributions directly to
NEMIC, and be current with all financial obligations under that collective bargaining agreement.
(See also Section 5.1 of this manual)
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.
Pay the application fee as specified by the ICB, and
Complete the certification process as outlined in Section 5 of this manual.
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9 Indoor Air Quality Certification Scheme
9.1 Purpose and Overview
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 college/university degree in engineering with at least one year experience in HVAC
installation or design work,
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.
Eligibility will be confirmed via the online application as outlined in Section 4.2.1.
9.2.2 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 CEUs in the past two years.
Signed copy of the ICB Code of Conduct. (See also Section 2.1 of this manual).
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9.2.3 Acceptable CEUs
One hour of training equals one CEU. CEUs will be accepted from the following:
Any course endorsed by National SMACNA related to IAQ
Any course sponsored by a local SMACNA chapter and related to IAQ
Attendance at the Annual ICB/TABB Conference or any course/seminar offered during the event
Any course put on by NEMI or ITI
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
be provided to receive credits
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
by passing the written exam (see also Section 4.2.2 of this manual).
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
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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
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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
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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
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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:
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 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.
Pay the application fee as specified by the ICB, and
Complete the certification process as outlined in Section 5 of this manual.
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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.
10.1 Purpose and Overview
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.
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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.
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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
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11 Sound & Vibration Certification Scheme
11.1 Purpose and Overview
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.
Eligibility will be confirmed via the online application as outlined in Section 4.2.1.
11.2.2 Renewal of Certification
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).
11.2.3 Acceptable CEUs
One hour of training equals one CEU. CEUs will be accepted from the following:
Any course endorsed by National SMACNA related to sound & vibration
Any course sponsored by a local SMACNA chapter and related to sound & vibration
Attendance at the Annual ICB/TABB Conference or any course/seminar offered during the event
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Any course put on by NEMI or ITI
Any course by the American Society of Heating, Refrigerating and Air-Conditioning Engineers on
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
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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
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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
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 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
Pay the application fee as specified by the ICB, and
Complete the certification process as outlined in Section 5 of this manual.
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12 Testing, Adjusting and Balancing Certification Scheme
12.1 Purpose and Overview
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
installation or design work,
Have a two year associate degree in HVAC with at least three years’ experience in HVAC
installation or design work,
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.
Eligibility will be confirmed via the online application as outlined in Section 4.2.1.
12.2.2 Renewal of Certification
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.
Signed copy of the ICB Code of Conduct. (See also Section 2.1 of this manual).
12.2.3 Acceptable CEUs
One hour of training equals one CEU. CEUs will be accepted from the following:
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Any course endorsed by National SMACNA related to TAB
Any course sponsored by a local SMACNA chapter and related to TAB
Attendance at 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
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
be provided to receive credits
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
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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
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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
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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:
12 Testing, Adjusting and Balancing Certification Scheme
ICB Certification Manual version 170501 | 55
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 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
Pay the application fee as specified by the ICB, and
Complete the certification process as outlined in Section 5 of this manual.
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.
12 Testing, Adjusting and Balancing Certification Scheme
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Attachment 1. ICB Conformity Assessment Vocabulary
58 | ICB Certification Manual version 170501
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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
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.
ICB Conformity Assessment Vocabulary version 151001 | 3
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
4 | ICB Conformity Assessment Vocabulary version 151001
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.
ICB Conformity Assessment Vocabulary version 151001 | 5
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).
6 | ICB Conformity Assessment Vocabulary version 151001
3.15 TAB
Testing, adjusting and balancing
3.16 TABB
Testing, Adjusting and Balancing Bureau
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
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