Building Automation System (BAS) Configuration Checklist
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| Label | Value | Notes |
|---|---|---|
| Created by checklistguro.com | ||
| Project Initiation & Design Review (STEP) | ||
| Define BAS Scope & Objectives (TEXT) | ||
| Building Type (Impacts BAS Requirements) (SELECTION options: Office, Retail, Hospitality, Education, Industrial, Other) | ||
| Building Square Footage (NUMBER) | ||
| Summarize Owner's Performance Requirements (Energy, Comfort, Sustainability) (TEXT) | ||
| Review Architectural Drawings for Equipment Location & Space Allocation (UPLOAD) | ||
| Confirm BAS Integration with Existing Systems (if applicable) (SELECTION options: None, Fire Alarm System, Security System, Elevator System, Other) | ||
| Note any potential conflicts between BAS requirements and other building systems (TEXT) | ||
| Equipment Procurement & Delivery (STEP) | ||
| Quantity of BAS Controllers Received (NUMBER) | ||
| Controller Model Numbers and Revision Levels Received (vs. Specification) (TEXT) | ||
| Delivery Manifest/Packing List (UPLOAD) | ||
| Condition of Equipment Upon Delivery (Visual Inspection) (SELECTION options: Excellent, Good, Fair, Damaged - Requires Documentation, Unacceptable - Return to Supplier) | ||
| Date of Equipment Delivery (DATE) | ||
| Any discrepancies noted during unpacking or visual inspection. (Detailed description) (TEXT) | ||
| Unique Identifier of Delivered Sensor (e.g. serial number) (NUMBER) | ||
| Equipment Received: (Check all that apply) (SELECTION options: BAS Controllers, Sensors (Temperature, Humidity, CO2, etc.), Actuators (Dampers, Valves), IO Modules, Graphics Server, Communication Cables) | ||
| Commissioning & Start-Up (STEP) | ||
| Initial System Power-Up Date (DATE) | ||
| Time of Initial System Power-Up (DATE) | ||
| Ambient Temperature During Commissioning (Degrees F) (NUMBER) | ||
| Supply Voltage Verification (Volts) (NUMBER) | ||
| Confirm BACnet Device Discovery Successful? (SELECTION options: Yes, No, N/A) | ||
| List of Critical System Sequences Verified: (SELECTION options: HVAC Heating, HVAC Cooling, Lighting Control, Fire Alarm Integration, Security System Integration, Other (Specify in LONG_TEXT)) | ||
| Details of 'Other' Sequence Verified (if selected) (TEXT) | ||
| Commissioning Report - Initial Startup (UPLOAD) | ||
| Confirm Overall System Performance Meets Design Specifications? (SELECTION options: Yes, No, Pending Review) | ||
| Network Configuration & Security (STEP) | ||
| Network Topology Verified? (SELECTION options: Yes, No, Not Applicable) | ||
| Static IP Address(es) Assigned? (NUMBER) | ||
| Security Protocols Implemented? (SELECTION options: Firewall Configuration, VPN Implementation, Access Control Lists (ACLs), Encryption (SSL/TLS), Multi-Factor Authentication (MFA), Intrusion Detection/Prevention System (IDS/IPS)) | ||
| Network Diagram Documented? (TEXT) | ||
| VLAN Segmentation Implemented? (SELECTION options: Yes, No, Not Applicable) | ||
| Firewall Configuration File (UPLOAD) | ||
| Default Password(s) Changed? (TEXT) | ||
| Date of Last Network Security Audit (DATE) | ||
| Point Configuration & Programming (STEP) | ||
| Point Numbering System Validation (NUMBER) | ||
| Input/Output Type Verification (e.g., Analog, Digital) (SELECTION options: Analog Input, Digital Input, Analog Output, Digital Output) | ||
| Sensor Calibration Values (e.g., Range, Units) (NUMBER) | ||
| Alarm Setpoint Type (e.g., High, Low, Deviation) (SELECTION options: High Limit, Low Limit, Time Deviation, Rate of Change) | ||
| Alarm Setpoint Values (NUMBER) | ||
| Associated Equipment/Systems (e.g., HVAC, Lighting, Fire) (SELECTION options: HVAC, Lighting, Fire Alarm, Security, Elevator) | ||
| Point Description/Notes (e.g., Purpose, Location) (TEXT) | ||
| Units of Measurement (SELECTION options: Celsius, Fahrenheit, PSI, Percent) | ||
| System Integration & Testing (STEP) | ||
| Verify BAS Integration with Fire Alarm System (SELECTION options: Alarm Reporting, Mode Switching (e.g., Occupied/Unoccupied), Emergency Shutdown, Resetting) | ||
| Total Number of Sequences Tested (NUMBER) | ||
| Date of Integrated Systems Testing (DATE) | ||
| Describe any integration challenges encountered and resolutions (TEXT) | ||
| Confirm Integration with Security System (Access Control, CCTV) (SELECTION options: Door Interlocks, Time Schedules, Alarm Events, Video Integration) | ||
| Number of Data Points Verified for Accuracy During Integration Testing (NUMBER) | ||
| Overall Status of System Integration Testing (SELECTION options: Pass, Fail, Partial Pass) | ||
| Upload Integration Test Results Documentation (UPLOAD) | ||
| Describe the test procedure for HVAC to Lighting integration (TEXT) | ||
| Documentation & Training (STEP) | ||
| BAS System Description Document Review & Acceptance (TEXT) | ||
| As-Built BAS Drawings Review & Acceptance (TEXT) | ||
| BAS Programming Logic Documentation (Including Sequence of Operations) (UPLOAD) | ||
| Training Topics Covered (Check all that apply) (SELECTION options: System Overview, Point Configuration, Alarm Management, Trend Analysis, User Interface Navigation, Reporting) | ||
| Number of Operations Personnel Trained (NUMBER) | ||
| Date of Operations Personnel Training (DATE) | ||
| Summary of Post-Training Competency Assessment (if applicable) (TEXT) | ||
| Training Material Adequacy (SELECTION options: Excellent, Good, Fair, Poor) | ||
| Operations Personnel Signature Acknowledging Training (SIGNATURE) | ||
| Final Acceptance & Turnover (STEP) | ||
| Date of Final BAS Acceptance Testing (DATE) | ||
| Summary of Final Acceptance Testing Results & Deviations (TEXT) | ||
| Total Number of Outstanding Issues Identified During Acceptance (NUMBER) | ||
| Outstanding Issues Resolved (Y/N) (SELECTION options: Yes, No) | ||
| As-Built BAS Drawings (UPLOAD) | ||
| Description of Remaining Open Issues (if any) (TEXT) | ||
| BAS System Turnover Status (SELECTION options: Complete, Partial, Not Complete) | ||
| Contractor Representative Signature (SIGNATURE) | ||
| Client Representative Signature (SIGNATURE) | ||
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