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Balancing HVAC System: Preliminary Procedures Mobile App

A well performed testing, adjusting and balancing (TAB) of a HVAC system is essential for the proper performance of that system and can enhance indoor air quality and efficiency. The Balancing HVAC System: Preliminary Procedures mobile app was developed to assist in air balancing and air flow of air conditioning and water cooling systems to improve indoor air quality. A systematic approach is called for when balancing a HVAC air and water systems. The app includes is a general procedures that can be applied to all systems. Routine testing will improve energy efficacy. Inspect the job site to see that the building is architecturally ready for balancing. For instance, are all the walls, windows, door, and ceilings installed? If the conditioned space isn’t architecturally sealed, abnormal pressures and temperatures will adversely affect the system balance. Next, walk the air and water distribution system to ensure that they are intact, and aren’t missing components such as dampers, valves, pressure and temperature taps, coils, terminal boxes, diffusers, grilles, etc. Lastly, inspect the equipment. Check that motors, fans, pumps, chillers, compressors, boilers, drives, etc. are mechanically and electrically ready.

  • Lendlease
  • The Cooperative
  • PG&E
  • Red Bull
  • Mirvac

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Included Features

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Included Fields

Customize to add, remove, or edit any of the fields below.

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    Job Site

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    Location

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    HVAC Technician Name

  • Ico date

    Date

  • Ico signature

    Signature

  • Ico checkbox

    Ductwork intact and properly sealed.

  • Ico checkbox

    Set all volume control damper and variable air volume boxes to the full open position, unless sy...

  • Ico checkbox

    Set outside air dampers to the minimum position.

  • Ico checkbox

    Ductwork leak tested.

  • Ico checkbox

    Access doors installed and properly secured.

  • Ico checkbox

    Ductwork installed according to the drawings and specification.

  • Ico checkbox

    Ductwork free from debris.

  • Ico checkbox

    Dampers, including fire and smoke dampers, installed and accessible.

  • Ico checkbox

    Terminal boxes, reheat coils, electrical reheat, etc.

  • Ico checkbox

    All other air distribution devices such as diffusers, etc.

  • Ico checkbox

    Return air has an unobstructed path from each conditioned space back to the unit.

  • Ico checkbox

    Filters clean and correctly installed.

  • Ico checkbox

    Filter frame properly installed and sealed.

  • Ico checkbox

    Coils cleaned and properly installed.

  • Ico checkbox

    Drive components installed.

  • Ico checkbox

    Sheaves properly aligned and tight on their shafts.

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    Verify correct fan rotations and speeds.

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    Belts adjusted for the correct tension.

  • Ico checkbox

    Belt guard properly installed.

  • Ico checkbox

    Automatic control dampers installed and functional.

  • Ico checkbox

    Fan vortex dampers functional.

  • Ico checkbox

    Fan housings installed and properly sealed according to the drawings and specifications.

  • Ico checkbox

    Flexible connections installed properly.

  • ...and More!

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