HVAC System Performance Checklist - Office Zones
Ensure optimal comfort & efficiency! Download our free HVAC System Performance Checklist for Office Zones. Proactive facility management to prevent costly breakdowns & maintain a healthy workspace. Includes inspection points for temperature, airflow, noise, and more.
This Template was installed 4 times.
General System Overview
Initial assessment of system operation and environment.
Date of Inspection
Time of Inspection
Ambient Temperature (°C)
Relative Humidity (%)
System Operating Mode (Cooling/Heating/Auto/Off)
Overall System Condition (Excellent/Good/Fair/Poor)
General Observations / Notes
Zone Location/Area
Airflow & Distribution
Checks related to air movement within the office zones.
Supply Air Volume (CFM) - Zone 1
Return Air Volume (CFM) - Zone 1
Supply Air Register Position - Zone 1
Diffuser Performance - Zone 1
Drafts Detected?
Notes on Airflow Observations
Temperature & Humidity
Verification of temperature and humidity levels and their consistency.
Zone Supply Air Temperature (Actual)
Zone Return Air Temperature (Actual)
Zone Space Temperature (Actual)
Zone Humidity (Actual)
Differential Temperature (Supply - Return)
Temperature Comfort Level (Subjective)
Humidity Comfort Level (Subjective)
Notes on Temperature/Humidity Performance
Equipment Operation (AHUs, FCUs, VAVs)
Detailed inspection of individual HVAC equipment components.
AHU Fan Speed (RPM)
FCU Supply Air Temperature (°C/°F)
VAV Box Position (%)
AHU Belt Condition (if applicable)
FCU Coil Condition
Notes on any unusual noises or vibrations observed from equipment
VAV Damper Operation (Open/Closed)
Last Filter Change Date (AHU/FCU)
Noise & Vibration
Assessment of noise and vibration levels generated by the system.
Sound Level (dB) near AHU/FCU
Vibration Frequency (Hz) at equipment mounts
Observable Vibration?
Description of Noise/Vibration (if present)
Source of Vibration Identified?
Actions Taken/Recommendations for Noise/Vibration Reduction
Pipe Vibration Readings (if applicable)
Energy Efficiency & Consumption
Evaluation of energy usage and potential optimization opportunities.
Total HVAC System Energy Consumption (kWh)
Average Energy Consumption per Office Zone (kWh)
Current HVAC Schedule Optimization Strategy
Average Supply Air Temperature Setpoint (°F)
Average Return Air Temperature (°F)
Energy Efficiency Measures Implemented (select all that apply)
Observations regarding potential energy savings opportunities (e.g., airflow imbalances, equipment inefficiencies)
Date of Last Energy Performance Audit
Maintenance & Service Records
Review of maintenance logs and service history to ensure proper upkeep.
Last Preventative Maintenance (PM) Date
Summary of Last PM Performed
Filter Replacement Frequency (Months)
Last Coil Cleaning Date
Description of any Recent Repairs/Service
Service Provider
Upload Last Service Report (PDF)
Control System Performance
Assessment of the building automation system (BAS) and its effectiveness.
BAS System Version Number
System Operation Mode (Cool, Heat, Auto, Off)
Outdoor Air Damper Position (%)
Return Air Temperature (deg F)
Schedule Adherence (On-time, Delayed, Off)
Any Alarm Events in the Last 24 Hours? (Describe)
Trending Data Available and Accurate?
Last Control System Software Update Date
Safety Checks
Verification of safety features and compliance with relevant codes.
Carbon Monoxide (CO) Level (ppm)
Refrigerant Leak Detection System Test Result (Pass/Fail)
Emergency Shutdown Switch Functionality Test
Fire Damper Operation Check
Proper Ventilation for Mechanical Rooms
Last Safety Inspection Date
Comments/Observations Regarding Safety Concerns
Facility Management Solution Screen Recording
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