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 2 times.

System Overview & Accessibility

1 of 10

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

2 of 10

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

3 of 10

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

4 of 10

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

5 of 10

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

6 of 10

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

7 of 10

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

8 of 10

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

9 of 10

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

10 of 10

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

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