Run Test and Balance Field Report by Zone — Free

Project and Report Identification

Project name critical (required)

Building, system, and zone identifier critical (required)

Enter the specific building, HVAC system, and zone being reported.

Report date critical (required)

TAB firm name and certified technician critical (required)

Record the certified TAB firm and the technician who performed the measurements.

Reference standard used critical (required)

Note (optional)

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 critical (required)

Confirm the zone is accessible and free of immediate hazards before measurements begin.

Yes No N/A

Required PPE worn critical (required)

Yes No N/A

Lockout-tagout applied where required critical (required)

Verify lockout-tagout controls are in place for any equipment requiring safe access per OSHA 1910.147.

Yes No N/A

Test instruments calibrated and within current certification critical (required)

Record whether airflow, pressure, temperature, and flow instruments used for the field report are in calibration.

Yes No N/A

Site conditions suitable for valid measurement

Confirm doors, access panels, and operating conditions are sufficient to obtain representative readings.

Yes No N/A

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 critical (required)

Enter the design supply or return airflow for the zone.

Zone actual airflow critical (required)

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 critical (required)

Enter the design hydronic flow for the zone coil or terminal unit.

Zone actual water flow critical (required)

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 critical (required)

Flag any zone measurement that is outside project tolerance or approved balancing criteria.

Yes No N/A

Deficiency description

Describe the deficiency, non-conformance, or unresolved balancing issue.

Corrective action required

Yes No N/A

Responsible party

Identify the contractor, controls vendor, or TAB firm responsible for follow-up.

Certification and Sign-Off

Field report reviewed for completeness critical (required)

Yes No N/A

Inspector signature critical (required)

Review comments

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Run: Test and Balance Field Report by Zone

Project and Report Identification

Safety and Test Preconditions

Zone Air Balance Measurements

Zone Hydronic Balance Measurements

Deficiencies and Non-Conformances

Certification and Sign-Off

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