HVAC Test and Balance Certification Review
Review HVAC test and balance certifications faster with a clear checklist for airflow, water flow, damper alignment, and closeout documentation. Catch gaps before approval and keep commissioning records consistent.
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What's inside this template
Project and Certification Details
- Project name and location are correctly identified
- TAB report includes certification date and technician information
- Referenced drawings and specifications are current
- Scope of systems reviewed is clearly documented
Air Balance Verification
- Supply air volumes are within acceptable tolerance of design
- Return air volumes are within acceptable tolerance of design
- Exhaust air volumes are within acceptable tolerance of design
- Air terminal devices are identified and balanced
- Airflow readings are recorded for representative equipment and zones
Water Balance Verification
- Chilled water flow rates are within acceptable tolerance
- Hot water flow rates are within acceptable tolerance
- Pump differential pressure and balancing valve settings are documented
- Coils, control valves, and strainers are verified as part of the balancing process
Damper and Control Alignment
- Outside air, return air, and relief dampers are properly aligned
- Fire and smoke dampers are identified and left in compliant position
- Damper actuator operation is verified
- Control sequences affecting balancing are noted and consistent with commissioning requirements
Exceptions, Documentation, and Approval
- All deficiencies and out-of-tolerance items are documented
- Corrective actions and retest requirements are clearly assigned
- Inspector review notes are complete
- Final certification review approved
Common use cases
Frequently asked questions
What is this template used for?
It is used to review HVAC test and balance certification results before final approval. The checklist helps confirm that measured performance, damper positions, and supporting documents match project requirements.
Who should use this template?
Project managers, commissioning agents, facility teams, and inspectors can use it during closeout or acceptance review. It is especially useful when multiple systems and subcontractors need to be verified against the same standard.
Can this template track deficiencies and retests?
Yes, it includes space to document out-of-tolerance items, corrective actions, and retest requirements. That makes it easier to assign follow-up work and confirm closure before certification is approved.
Does it cover both air and water balancing?
Yes, the template includes separate checks for air balance and water balance. It also captures related items such as pump differential pressure, balancing valve settings, and representative airflow readings.
Is this suitable for commissioning closeout?
Yes, it is designed for certification review during commissioning and project closeout. It helps ensure the final TAB package is complete, current, and aligned with the approved scope.
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