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SUBMITTAL COVER SHEET PROJECT NAME ___ LOCATION ___ ARCHITECT___ ENGINEER ___ CONTRACTOR ___ SUBMITTED BY___ DATE ___UNIT SUMMARY Quantity Unit Designation Model No. Total Cooling Sensible Cooling
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01
Gather all necessary tools and equipment such as a test adjust and balance kit, pressure gauge, and valve core removal tool.
02
Locate the test ports on the system and remove the caps.
03
Connect the pressure gauge to the test port using the appropriate fittings.
04
Ensure the system is properly pressurized to the manufacturer's specifications.
05
Use the valve core removal tool to remove the valve core from the test port. This will allow the system to be balanced if necessary.
06
Adjust the balance of the system by adding or releasing air from the appropriate test ports.
07
Once balanced, replace the valve core and caps on the test ports.
08
Test the system to ensure it is operating correctly.

Who needs test adjust and balance?

01
Test adjust and balance is needed by HVAC technicians, building maintenance personnel, and anyone responsible for maintaining the efficiency and performance of heating, ventilation, and air conditioning systems.
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Test adjust and balance is a process used to ensure that systems or equipment are operating correctly and are calibrated to the required specifications.
The individuals or companies responsible for the maintenance and operation of the systems or equipment are required to file test adjust and balance.
Test adjust and balance forms can typically be filled out by providing information about the equipment or system being tested, the adjustments made, and the results of the testing.
The purpose of test adjust and balance is to ensure that systems or equipment are functioning properly, meeting performance standards, and are safe to operate.
Information such as the equipment or system being tested, adjustments made, test results, and any maintenance performed must be reported on the test adjust and balance form.
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