Building Automation System (BAS) Configuration Checklist

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Project Initiation & Design Review

1 of 8

Ensures BAS requirements are clearly defined and integrated into the overall construction project from the outset.

Define BAS Scope & Objectives

Building Type (Impacts BAS Requirements)

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)

Note any potential conflicts between BAS requirements and other building systems

Equipment Procurement & Delivery

2 of 8

Verifies BAS-related equipment is ordered, delivered, and stored correctly, with necessary documentation.

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)

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)

Commissioning & Start-Up

3 of 8

Covers the initial setup, calibration, and verification of BAS components and functionality.

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?

List of Critical System Sequences Verified:

Details of 'Other' Sequence Verified (if selected)

Commissioning Report - Initial Startup

Confirm Overall System Performance Meets Design Specifications?

Network Configuration & Security

4 of 8

Addresses the critical aspects of BAS network setup, addressing connectivity, addressing, and cybersecurity.

Network Topology Verified?

Static IP Address(es) Assigned?

Security Protocols Implemented?

Network Diagram Documented?

VLAN Segmentation Implemented?

Firewall Configuration File

Default Password(s) Changed?

Date of Last Network Security Audit

Point Configuration & Programming

5 of 8

Focuses on the configuration of BAS points, programming logic, and user interface elements.

Point Numbering System Validation

Input/Output Type Verification (e.g., Analog, Digital)

Sensor Calibration Values (e.g., Range, Units)

Alarm Setpoint Type (e.g., High, Low, Deviation)

Alarm Setpoint Values

Associated Equipment/Systems (e.g., HVAC, Lighting, Fire)

Point Description/Notes (e.g., Purpose, Location)

Units of Measurement

System Integration & Testing

6 of 8

Covers the integration of the BAS with other building systems and comprehensive testing of overall performance.

Verify BAS Integration with Fire Alarm System

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)

Number of Data Points Verified for Accuracy During Integration Testing

Overall Status of System Integration Testing

Upload Integration Test Results Documentation

Describe the test procedure for HVAC to Lighting integration

Documentation & Training

7 of 8

Ensures complete and accurate documentation is created and adequate training is provided to operations personnel.

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)

Number of Operations Personnel Trained

Date of Operations Personnel Training

Summary of Post-Training Competency Assessment (if applicable)

Training Material Adequacy

Operations Personnel Signature Acknowledging Training

Final Acceptance & Turnover

8 of 8

Covers the final inspections, approvals, and transfer of responsibility for the BAS.

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)

As-Built BAS Drawings

Description of Remaining Open Issues (if any)

BAS System Turnover Status

Contractor Representative Signature

Client Representative Signature

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