HVAC SYSTEM BALANCING CHECKLIST (FOR OPTIMAL EFFICIENCY)

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--- PRE-BALANCING ASSESSMENT & PLANNING ---
[ ] Date of Assessment
[ ] Time of Assessment Start
[ ] Brief Description of HVAC System (Type, Age, Capacity)
[ ] Building Square Footage
[ ] System Configuration (e.g., VAV, Constant Volume, etc.) (VAV, Constant Volume, VRF, Other - Specify in Long Text)
[ ] Existing HVAC System Drawings/Schematics (if available)
[ ] Review of Previous Balancing Reports (if available - summarize findings)
[ ] Primary Balancing Goals (Select all that apply) (Energy Savings, Improved Comfort, Noise Reduction, Addressing Specific Complaints)
[ ] Notes/Observations Prior to Balancing (e.g., noted airflow issues, complaints)

--- AIRFLOW BALANCING ---
[ ] Measured Airflow (CFM) at Supply Diffuser 1
[ ] Design Airflow (CFM) for Supply Diffuser 1
[ ] Damper Adjustment Needed at Supply Diffuser 1? (Yes, No)
[ ] Damper Adjustment (Percentage) for Supply Diffuser 1
[ ] Measured Airflow (CFM) at Return Grill 1
[ ] Notes on Airflow Balancing at Supply Diffuser 1
[ ] Areas experiencing airflow issues? (Too Cold, Too Warm, Drafty, Uneven Temperature, None)
[ ] Adjusted Zone Temperature Setpoint? (Yes, No)

--- HYDRONIC SYSTEM BALANCING (IF APPLICABLE) ---
[ ] Initial System Water Temperature (Supply)
[ ] Initial System Water Temperature (Return)
[ ] System Flow Rate (GPM)
[ ] System Pressure (PSI)
[ ] Valve Type (e.g., Balancing Valve, Control Valve) (Balancing Valve, Control Valve, Butterfly Valve, Other - Specify)
[ ] Valve Adjustment (Position/Percentage)
[ ] Notes on Valve Adjustment and Reason
[ ] Bypass Valve Status (Open/Closed) (Open, Closed)
[ ] Differential Pressure Across Balancing Valve (PSI)

--- STATIC PRESSURE VERIFICATION ---
[ ] Total Supply Air Volume (CFM)
[ ] Design Static Pressure (inches of water)
[ ] Measured Static Pressure at Main Supply Plenum (inches of water)
[ ] Measured Static Pressure at Fan Discharge (inches of water)
[ ] Measured Static Pressure at Farthest Supply Diffuser (inches of water)
[ ] Fan Speed (RPM)
[ ] Fan Speed Adjustment Necessary? (Yes, No)
[ ] Notes on Static Pressure Adjustments & Observations
[ ] VAV Box Static Pressure Sensor Calibration Required? (Yes, No)

--- EQUIPMENT PERFORMANCE CHECKS ---
[ ] Supply Fan RPM (Revolutions Per Minute)
[ ] Return Fan RPM (Revolutions Per Minute)
[ ] Supply Air Temperature (°F)
[ ] Return Air Temperature (°F)
[ ] Chilled Water Supply Temperature (°F)
[ ] Chilled Water Return Temperature (°F)
[ ] Hot Water Supply Temperature (°F) (if applicable)
[ ] Hot Water Return Temperature (°F) (if applicable)
[ ] Supply Fan Motor Condition (Visual Inspection) (Excellent, Good, Fair, Poor)

--- DOCUMENTATION & REPORTING ---
[ ] Balancing Report Summary
[ ] Total System Airflow (CFM/m³/h)
[ ] Total System Water Flow (GPM/LPM) - if applicable
[ ] As-Built HVAC Drawings (Updated)
[ ] Overall Balancing Success (Subjective) (Excellent, Good, Acceptable, Poor)
[ ] Balancing Completion Date
[ ] Recommendations for Future Maintenance
[ ] Balancing Technician Signature
[ ] Project Name/Location

--- POST-BALANCING VERIFICATION ---
[ ] Date of Post-Balancing Verification
[ ] Time of Post-Balancing Verification
[ ] Static Pressure (in)
[ ] Supply Air Temperature (°F)
[ ] Return Air Temperature (°F)
[ ] System Stability (after 24 hours) (Stable, Minor Fluctuations, Significant Fluctuations - Further Adjustment Needed)
[ ] Notes on Post-Balancing Observations
[ ] Overall System Performance (compared to baseline) (Improved, Maintained, Decreased)

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