Building Automation System (BAS) Configuration Checklist
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This Template was installed 3 times.
Project Initiation & Design Review
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
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
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
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
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
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
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
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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