HVAC System Balancing Checklist (for optimal efficiency)
Optimize your facility's energy efficiency with our comprehensive HVAC System Balancing Checklist! Ensure peak performance, reduced energy costs, and improved comfort with this essential guide for facility managers. Download now for a step-by-step process to balance your HVAC system and maintain optimal efficiency.
This Template was installed 0 times.
Pre-Balancing Assessment & Planning
Initial assessment of the HVAC system and development of a balancing plan. Includes gathering necessary data and verifying existing documentation.
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.)
Existing HVAC System Drawings/Schematics (if available)
Review of Previous Balancing Reports (if available - summarize findings)
Primary Balancing Goals (Select all that apply)
Notes/Observations Prior to Balancing (e.g., noted airflow issues, complaints)
Airflow Balancing
Tasks related to adjusting airflow to ensure proper distribution within the facility. This includes measurements, damper adjustments, and troubleshooting airflow issues.
Measured Airflow (CFM) at Supply Diffuser 1
Design Airflow (CFM) for Supply Diffuser 1
Damper Adjustment Needed at Supply Diffuser 1?
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?
Adjusted Zone Temperature Setpoint?
Hydronic System Balancing (if applicable)
Specific checks and adjustments for systems using water as the heat transfer medium. Includes valve adjustments, pressure checks, and flow verification.
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)
Valve Adjustment (Position/Percentage)
Notes on Valve Adjustment and Reason
Bypass Valve Status (Open/Closed)
Differential Pressure Across Balancing Valve (PSI)
Static Pressure Verification
Measurement and adjustment of static pressure to optimize fan performance and system efficiency.
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?
Notes on Static Pressure Adjustments & Observations
VAV Box Static Pressure Sensor Calibration Required?
Equipment Performance Checks
Verification of equipment performance, including fan speeds, pump pressures, and coil temperatures. This helps identify potential mechanical issues affecting balancing.
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)
Documentation & Reporting
Recording all measurements, adjustments made, and any issues identified. Creation of a final report summarizing the balancing process and recommendations.
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)
Balancing Completion Date
Recommendations for Future Maintenance
Balancing Technician Signature
Project Name/Location
Post-Balancing Verification
Follow-up checks after balancing adjustments to ensure stability and continued optimal performance.
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)
Notes on Post-Balancing Observations
Overall System Performance (compared to baseline)
Facility Management Solution Screen Recording
Simplify facility management with ChecklistGuro! This screen recording shows how to manage work orders, track assets, and streamline maintenance. See the power of automation! #facilitymanagement #checklistguro #bpm #businessprocessmanagement #maintenance #assetmanagement
Related Checklist Templates
Lease Renewal Checklist
Maintenance Request Checklist
Resident Communication Checklist
Capital Improvement Planning Checklist
Office Opening/Closing Checklist
Operating Room Readiness Checklist
Elevator Maintenance & Safety Checklist
Compressed Air System Inspection Checklist
Swimming Pool & Spa Maintenance Checklist
Dialysis Unit Maintenance Checklist
We can do it Together
Need help with Checklists?
Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.