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HVAC Maintenance: How Air Balance Can Help Prevent HVAC Deficiencies

10/1/21 7:12 AM / by Darren Witter

When it comes to HVAC, no news is good news for facility managers. When you start hearing chatter about the building being hot and humid, drafty, smoky or uncomfortable, you know a problem has already taken root. 

It’s a lot like a piano being out of tune. In addition to unhappy customers and employees, these comfort issues typically are indicators of energy inefficiency within a system. So, what can facility managers do to prevent comfort and energy threats?


Identifying Common Problems

“Facility managers need to be trained on air balance and push it to their service contractors,” recommends Jeff Dover, resource manager at the Restaurant Facility Management Association.

A good place to start is to gain a foundational understanding of building pressure and common HVAC deficiencies, along with following seven easy steps to bring your facility back into tune. Most importantly, learn how to look for negative building pressure. Remember, the goal is to stay slightly positive in building pressure.

There are three methods to identify negative building pressure:

  • The first and most reactive method is to monitor signals that your building is negative. These signs are hot/cold spots, entry doors that are hard to open, poor smoke capture, humidity, condensation dripping from diffusers, and drafts.
  • Second, you can measure the building pressure yourself or with the help of your service contractor by using a pressure reading tool such as an anemometer to get a ballpark pressure reading.
  • The third and most accurate method is to hire an air balance firm to check the facility’s building balance once a year. If comfort-related issues or a negative building pressure reading are observed, then an air balance needs to be scheduled.


Investigating the Cause

What causes a building to become negative or unbalanced? The usual offenders are equipment deficiencies, improper preventative maintenance programs, and adjustment errors such as staff fiddling with thermostats or service contractors opening or closing dampers.

 Here are 10 example deficiencies you or your service contractors should be on the lookout for:

  1. Exhaust fans in poor condition
  2. Supply air leaking above ceiling
  3. OA dampers improperly installed
  4. Exhaust fans not sealed to curb or hinged correctly
  5. Dirty compartment/coil in the RTU
  6. Tops of diffuser not insulated
  7. Filters improperly sized for hoods
  8. MUA not operating properly
  9. Dirty indoor/outdoor filters
  10. Worn/broken belts


7 Steps to HVAC Balance

Once you’re ready to bring a facility back into tune, there are seven easy steps to complete. These steps may be completed by the facility manager alone but more likely will be completed in partnership with a service contractor. To get started, pull out the facility’s previous balance report to use as a base line for data.

A principal engineer at a hamburger fast food chain overseeing thousands of locations explains how her team uses the air balance report to get started with troubleshooting comfort issues:

“The reports really are my first line of defense when someone says ‘Hey, my store is cold/hot/humid,’ ” she points out. “The first thing I do is pull out the T&B report and see what it says. I look at the punch list and ask was anything wrong? Not fixed? It helps when I have to remotely assess or diagnose problems.”

Whether the previous air balance report has been reviewed or not, proceed to the following steps:

1. Ask the onsite manager what the complaints are from employees and customers.

2. Turn on all HVAC equipment. Verify thermostats are set to “FAN ON”

3. Check building pressure with the flame test in different areas.

4. If the facility is a restaurant, observe smoke capture. Is the hood in the correct overhang position? Are there drafts along the cook line?

5. Check for common comfort issues (hot/cold spots, entry doors that are hard to open, poor smoke capture, humidity, condensation dripping from diffusers, and drafts).

6. Inspect the HVAC equipment. Are the filters clean? Are the belts in good condition? Are the exhaust fan wheels clean?

7. Determine an intervention plan:

  • If some preventative maintenance actions and/or repairs need to happen, start with the service contractor.
  • If equipment is inoperable, have it repaired or replaced.
  • If the preventative maintenance actions are in order and the problems persist, call in a certified air balance company that has experience with restaurants like yours.


Facility managers need to trust that their service contractors will notify them of airflow-related issues. Those technicians are out on the roofs and looking at the HVAC system components more than anyone else. If the facility has negative pressure or other out-of-tune symptoms, the service contractor needs to inform the facility manager right away. After all, you want your customers and employees to continue singing your praises! 

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Tags: HVAC Test & Balance

Darren Witter

Written by Darren Witter

Darren Witter, Sr. Vice President, has been with Melink Corporation since 1996. He has served in a variety of capacities including engineering, product development, manufacturing, field services, and management. Darren earned a mechanical engineering degree from the University of Cincinnati and is a State of Ohio Professional Engineer (PE). He is also qualified as a LEED Accredited Professional and a NEBB Certified Professional. After working in and leading many of the functional areas of the company, Darren is now focused on highly strategic programs and leverages his knowledge and experience to guide and develop employee-owners throughout the organization. For more than 35 years, Melink has helped commercial building owners improve the health, comfort, and energy impact of their facilities across the U.S. and world.