HVAC Test and Balance Certification Review

Inspection template for reviewing HVAC test and balance certification results, including air and water balancing, damper alignment, and documentation completeness.

Project and Certification Details

• Project name, location, and system identifiers match the certification package
• TAB contractor and certified technician credentials are documented
• Report date, test date range, and revision status are complete
• Referenced design documents, sequences of operation, and setpoint criteria are included
• Equipment schedule, system list, and room/zone references are traceable in the report

Air Balance Verification

• Supply air volumes are reported for each terminal unit or outlet
• Return and exhaust air volumes are reported and balanced to system intent
• Outside air intake is measured and documented against minimum ventilation requirements
• Measured airflow values are within acceptable tolerance of design values
• Airflow measurement methods, instruments, and calibration dates are documented

Water Balance Verification

• Design and measured flow rates are documented for each hydronic circuit
• Pump, coil, and branch circuit differential pressure readings are included where applicable
• Balancing valves and flow control devices are identified and setpoints are recorded
• Measured water flow is within acceptable tolerance of design flow
• Hydronic test instruments and calibration records are documented

Damper and Control Alignment

• Supply, return, exhaust, and outside air dampers are positioned and labeled correctly
• Damper blade alignment and actuator linkage are secure and functional
• Control valves and balancing valves are set to documented positions
• Sequences of operation reflect the final balanced condition
• Observed damper or control non-conformances are listed with location and corrective action

Exceptions and Non-Conformances

• All deficiencies and non-conformances are clearly identified
• Each exception includes location, measured value, design value, and variance
• Corrective actions, responsible party, and target completion date are documented
• Items requiring re-test or follow-up are clearly marked

Documentation and Approval

• Final TAB report includes all required signatures and dates
• Calibration certificates, field notes, and supporting attachments are included
• As-built drawings, O&M references, and commissioning closeout documents are attached or referenced
• Reviewer approval or rejection status is recorded