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Balancing HVAC System: Balancing 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: Balancing 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. Use the app for both airside procedures and water side procedures.

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Job Site
Location
HVAC Technician Name
Date
Signature
All related HVAC and exhaust air system should be operating.
Determine whether any other HVAC or exhaust air system could affect the system ready to be balan...
Make Pitot tube traverses on all main supply and major branch ducts where possible to determine ...
Adjust balancing dampers of each major branch duct that is high on airflow.
Measure and record the airflow of each terminal device in the system without adjusting any termi...
The total airflow for the terminal outlets should be close to the Pitot tube traverse air measur...
Check for excessive duct leakage if total terminal outlet air measurements are less than 95% of ...
Adjust the terminals that are highest on airflow to about 10% under design airflow.
Next, adjust each terminal outlet throughout the zone or system to design airflow and record mea...
An additional adjusting pass throughout the system may be necessary.
Adjust terminal device vanes to minimize drafts and for proper air distribution.
Measure and record system static pressures.
Measure and record all required outdoor air, return air, mixed air, and supply air dry bulb a we...
Measure and record all coil entering air and leaving air dry bulb and wet bulb temperatures.
Measure and record final fan motor full load amperages and voltages.
If the airflow is low, proceed with a proportional balancing.
Comments
Continually check system and vent air from high points and circuits with lower flows during hydr...
Using “pump shutoff head,” verify each pump head, operating curve and impeller size.
Adjust pump to design flow and record data.
Adjust boilers and or chillers to design flows and temperatures and record data.
If flow-measuring devices are used, record the flow data throughout the system before adjusting ...
Measure and record pressure drops through all coils and or units.
...and More!