Test and Balance Field Report by Zone

Zone-level HVAC testing, adjusting, and balancing field report for documenting design versus actual airflow and hydronic flow measurements, plus final damper and valve positions, in accordance with NEBB or AABC procedures.

Project and Report Identification

• Project name
• Building, system, and zone identifier
  Enter the specific building, HVAC system, and zone being reported.
• Report date
• TAB firm name and certified technician
  Record the certified TAB firm and the technician who performed the measurements.
• Reference standard used
• Report revision or field log reference
  Optional reference to the field log, revision number, or test package.

Safety and Test Preconditions

• Work area accessible and safe to enter
  Confirm the zone is accessible and free of immediate hazards before measurements begin.
• Required PPE worn
• Lockout-tagout applied where required
  Verify lockout-tagout controls are in place for any equipment requiring safe access per OSHA 1910.147.
• Test instruments calibrated and within current certification
  Record whether airflow, pressure, temperature, and flow instruments used for the field report are in calibration.
• Site conditions suitable for valid measurement
  Confirm doors, access panels, and operating conditions are sufficient to obtain representative readings.
• Measurement limitations or deviations noted
  Document any access restrictions, unstable system conditions, or deviations from the approved procedure.

Zone Air Balance Measurements

• Zone design airflow
  Enter the design supply or return airflow for the zone.
• Zone actual airflow
  Enter the measured actual airflow for the zone.
• Airflow variance from design
  Record the difference between design and actual airflow, positive or negative.
• Zone terminal device type
• Final damper position
  Record the final damper position after balancing.
• Air device or terminal identification
  Identify the terminal unit, grille, diffuser, or register associated with this zone reading.

Zone Hydronic Balance Measurements

• Zone design water flow
  Enter the design hydronic flow for the zone coil or terminal unit.
• Zone actual water flow
  Enter the measured actual water flow for the zone coil or terminal unit.
• Water flow variance from design
  Record the difference between design and actual water flow, positive or negative.
• Final valve position
  Record the final control valve position after balancing.
• Hydronic device or coil identification
  Identify the coil, valve, or terminal unit associated with this zone reading.

Deficiencies and Non-Conformances

• Any readings outside acceptable tolerance
  Flag any zone measurement that is outside project tolerance or approved balancing criteria.
• Deficiency description
  Describe the deficiency, non-conformance, or unresolved balancing issue.
• Corrective action required
• Responsible party
  Identify the contractor, controls vendor, or TAB firm responsible for follow-up.

Certification and Sign-Off

• Field report reviewed for completeness
• Inspector signature
• Review comments