ChecklistGuro Building Automation System (BAS) Performance Checklist
Ensure your building's BAS is running at peak efficiency! Download our free Building Automation System (BAS) Performance Checklist - a vital Facility Management tool for optimizing energy savings, preventing costly downtime, and maximizing system longevity. Get organized & boost building performance today!
This Template was installed 3 times.
System Overview & Accessibility
Initial assessment of the BAS's overall availability and access.
BAS System Version Number
System Accessibility - Online/Offline
Brief Description of BAS Functionality
Centralized or Distributed Architecture?
Last System-Wide Audit Date
Name of Primary BAS Contact Person
Notes on System Accessibility and Overall Health
Network & Communication
Verifies the BAS network is stable and all devices are communicating effectively.
Network Uptime (%)
Network Connection Type
Ping Response Time (ms)
Communication Protocols in Use
Description of Recent Network Issues
Firewall Status
Last Network Security Audit Date
HVAC System Performance
Focuses on the performance of the Heating, Ventilation, and Air Conditioning systems controlled by the BAS.
Supply Air Temperature Setpoint (°F)
Return Air Temperature (°F)
Chilled Water Supply Temperature (°F)
Hot Water Supply Temperature (°F)
Chiller Status
AHU Fan Status
Differential Pressure Across Filters (in H2O)
Any unusual noises or vibrations observed?
Last Calibration Date - Temperature Sensors
Lighting System Control
Evaluates the proper operation of lighting control sequences and schedules.
Confirm lighting schedules are being followed according to occupancy patterns.
Average dimming level achieved during scheduled dimming events (%).
Which lighting control strategies are implemented?
Are lighting scenes functioning as intended?
Describe any observed issues with lighting control sequences or schedules.
Date of last lighting control system audit.
Confirm emergency lighting system is integrated with BAS and functioning correctly.
Security System Integration
Checks the BAS's integration with security systems (access control, intrusion detection).
Access Control System Integration Status
Intrusion Detection System Integration Status
Number of Active Access Control Points Monitored by BAS
Describe any observed issues with BAS/Security System communication.
Date of last BAS/Security System Integration Review
Which security devices are integrated with the BAS?
Are Security System Alarms being translated into BAS Alarms?
Energy Management & Reporting
Assesses the BAS's ability to track, analyze, and report energy consumption.
Total Energy Consumption (kWh) for the Period
Peak Demand (kW) for the Period
Baseline Energy Consumption (kWh) - Previous Year (if available)
Reporting Frequency (e.g., Monthly, Quarterly, Annually)
Summary of Energy Management Strategies Implemented (e.g., Demand Response, Setback Schedules)
Energy Consumption Report (PDF or CSV)
Percentage Deviation from Predicted Energy Usage
Are Energy Management Goals Being Met?
Alarm Management & Response
Checks alarm notification procedures and response effectiveness.
Number of Active Alarms Currently Present
Alarm Notification Method(s) Used (e.g., Email, SMS, Phone)
Typical Response Time for Critical Alarms (Minutes)
Describe the procedure for escalating alarms if no initial response.
Date of Last Alarm System Review
Which alarm types are automatically acknowledged by the system?
Are alarm acknowledgements tracked and associated with personnel?
User Interface & Trending
Evaluates the usability of the BAS interface and the availability of trending data.
BAS Interface Login Success Rate (Last 24 hrs)
Interface Responsiveness (Subjective)
Describe any issues encountered with the user interface.
Which trending graphs are routinely accessed by facility staff?
Last Trending Data Review Date
Trending data readily available?
Comments regarding trending data usability.
Documentation & Configuration Management
Confirms proper documentation exists and configuration changes are tracked.
Summary of Last Configuration Changes
Date of Last System Documentation Review
Number of Revision Levels for System Architecture Diagrams
Upload of Current System Architecture Diagram
Method for Tracking Configuration Changes (e.g., Version Control System, Spreadsheet)
Details of Change Management Process (if applicable)
Who is Responsible for maintaining BAS Configuration Documentation?
Date of Last Audit of Configuration Documentation
Maintenance & Calibration
Focuses on the adherence to scheduled maintenance and calibration procedures.
Last BAS System Calibration Date
Calibration Cycle Frequency (Months)
Calibrated Devices (Select all that apply)
Specify 'Other' Calibrated Devices (if selected above)
Valve Actuator Stroke Test Frequency (Months)
Notes on Recent Calibration/Maintenance Activities
Calibration Records Maintained?
Upload Calibration Records (if available)
Next Scheduled BAS Preventative Maintenance Date
Frequently Asked Questions
Can I customize this template after installing it?
Absolutely. Once installed, you can add, remove, or reorder tasks, add custom fields, and adjust deadlines to fit your specific workflow.
Can I add images or photos to these checklist items?
Yes. Our platform allows you to attach photos, signatures, and notes to any checklist item for better verification and proof of completion.
Can I create a custom checklist from scratch instead of using a template?
Yes. You can use our "Create your own checklist" feature to build a unique workflow tailored exactly to your operational requirements.
Can I add dependencies between tasks?
Yes, you can set up conditional logic and dependencies to ensure your team follows the correct sequence of operations.
Can I assign specific checklist items to different team members?
Yes. You can assign individual tasks to specific employees, ensuring clear accountability across your entire team.
Can I use these checklists on mobile devices in the field?
Yes. Our platform is fully responsive, allowing your team to complete, update, and upload photos to checklists directly from any smartphone or tablet.
How do I notify my manager when a checklist is completed?
You can set up automated notifications (via email, push notification, or in-app alerts) to trigger whenever a checklist is finished or if an item fails inspection.
Can multiple people work on the same checklist simultaneously?
Yes, the platform supports real-time updates, allowing multiple users to contribute to a single live checklist.
Where is the data from completed checklists stored?
All completed checklists are stored securely in your Work OS dashboard, creating a permanent, searchable audit trail of your operations.
Can I generate reports based on my checklist results?
Yes. You can track completion rates, identify recurring issues, and monitor team performance through our integrated reporting and analytics tools.
How can I use these checklists for compliance or auditing purposes?
Because our checklists capture timestamps, photos, and digital signatures, they serve as a robust digital paper trail for regulatory compliance and internal audits.
Can I export my completed checklist data for use in other tools?
Yes. You can export your data in various formats (CSV, Excel, etc.) to integrate your operational insights with your other business software.
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