Free HVAC Commissioning Checklists

Download and use an HVAC commissioning checklist for documenting technical information and ensure that system installation, verification, testing, and maintenance is done correctly.

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What is an HVAC Commissioning Checklist?

An HVAC commissioning checklist is a tool used to efficiently collect and record highly technical information during the commissioning process to ensure the quality installation, verification, performance testing, and maintenance of Heating, Ventilation, and Cooling (HVAC) systems. This checklist also helps HVAC companies, engineers, contractors, and inspectors ensure that no important details are missing during the commissioning process.

Why It’s Crucial to Use One

During an HVAC commissioning process, technicians must determine if there are any non-conformances needing to be resolved before the system fully operates. This can be done by referring to the original design objectives and comparing them with how an HVAC system must function. In this case, using HVAC commissioning forms help ensure that uniformity in processes such as system startup inspections and data collection is maintained.

Also, an HVAC commissioning checklist can be one of the tools used in the quality assurance of the commissioning process. It’s crucial for inspectors to help them in certifying new or existing HVAC systems that meet the minimum specifications before the official startup of the equipment. In fact, some HVAC manufacturers require that their checklists on HVAC commissioning be completed as a prerequisite for warranty issuance.

What to Include in an HVAC Commissioning Checklist and How to Use It

HVAC Commissioning Checklist Sample Report

HVAC Commissioning Checklist Sample Report | SafetyCulture

Title Page

This page includes the project name, location, date, and names of the contractor, installer, and inspector. Hence, this serves as a briefer or introduction to the project being conducted.

HVAC Commissioning Proper

The sections and fields on this page must be used by inspectors and installers to verify the proper installation and function of various HVAC elements including the following:

  • Programmable Thermostats
  • Air-Cooled Condenser Units
  • Variable Air Volume (VAV) Terminals
  • Testing, Adjusting, and Balancing (TAB)
  • Variable Air Volume Handling Unit
  • Heat Recovery Unit

Each element must be well-inspected so that detailed comments and observations can also be added for proper documentation.


This page must be accomplished by recording any additional remarks needed to properly close off the commissioning project. Apart from that, the inspector’s, installer’s, and contractor’s sign-offs are collected. Having this page or section also helps maintain good inspection records and streamline the overall commissioning process.

FAQs About HVAC Commissioning

An HVAC commissioning report is the final document needed in the overall commissioning process. This should contain and thoroughly present the requirements, process, documentation, observations, results, comparison with the original design objectives and criteria, actions taken, or recommendations to address inconsistencies and non-compliance. Using an HVAC commissioning report template or an accomplished HVAC commissioning checklist for this is advisable.

During the process of HVAC commissioning, inspectors and installers:

  • verify if an HVAC system is correctly installed;
  • start up the system for the first time to check if it’s working properly as it should; and
  • perform TAB on the HVAC system’s airflow to assess if it meets the needs and requirements of the building, residence, or infrastructure.

While an HVAC system should be balanced when it’s first installed, problems that may occur along the way may require it to be balanced again. In other cases, HVAC systems are balanced every two to three years for proactive HVAC maintenance. This is where any airflow-related issues are resolved to maintain the system’s stellar performance.

Patricia Guevara
Article by
Patricia Guevara
Patricia Guevara is a content writer and researcher for SafetyCulture. With her extensive content writing and copywriting experience, she creates high-quality content across a variety of relevant topics. She aims to promote workplace safety, operational excellence, and continuous improvement in her articles. She is passionate about communicating how technology can be used to streamline work processes, empowering companies to realize their business goals.

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