Building Automation System (BAS) Configuration Checklist

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