BUILDING AUTOMATION SYSTEM (BAS) PERFORMANCE CHECKLIST

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--- SYSTEM OVERVIEW & ACCESSIBILITY ---
[ ] BAS System Version Number
[ ] System Accessibility - Online/Offline (Online, Offline, Intermittent)
[ ] Brief Description of BAS Functionality
[ ] Centralized or Distributed Architecture? (Centralized, Distributed, Hybrid)
[ ] Last System-Wide Audit Date
[ ] Name of Primary BAS Contact Person
[ ] Notes on System Accessibility and Overall Health

--- NETWORK & COMMUNICATION ---
[ ] Network Uptime (%)
[ ] Network Connection Type (Ethernet, Wireless, Fiber Optic, Serial)
[ ] Ping Response Time (ms)
[ ] Communication Protocols in Use (BACnet, Modbus, LonWorks, TCP/IP, MQTT)
[ ] Description of Recent Network Issues
[ ] Firewall Status (Active, Inactive, Requires Review)
[ ] Last Network Security Audit Date

--- HVAC SYSTEM PERFORMANCE ---
[ ] Supply Air Temperature Setpoint (°F)
[ ] Return Air Temperature (°F)
[ ] Chilled Water Supply Temperature (°F)
[ ] Hot Water Supply Temperature (°F)
[ ] Chiller Status (Operating, Standby, Faulted)
[ ] AHU Fan Status (Running, Standby, Faulted)
[ ] Differential Pressure Across Filters (in H2O)
[ ] Any unusual noises or vibrations observed?
[ ] Last Calibration Date - Temperature Sensors

--- LIGHTING SYSTEM CONTROL ---
[ ] Confirm lighting schedules are being followed according to occupancy patterns. (Yes, No, N/A)
[ ] Average dimming level achieved during scheduled dimming events (%).
[ ] Which lighting control strategies are implemented? (Daylight Harvesting, Occupancy Sensing, Time Scheduling, Manual Override, Other)
[ ] Are lighting scenes functioning as intended? (Yes, No, N/A)
[ ] 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. (Yes, No, N/A)

--- SECURITY SYSTEM INTEGRATION ---
[ ] Access Control System Integration Status (Fully Integrated and Operational, Partially Integrated, Not Integrated, Integration in Progress)
[ ] Intrusion Detection System Integration Status (Fully Integrated and Operational, Partially Integrated, Not Integrated, Integration in Progress)
[ ] 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? (Door/Exit Sensors, Motion Detectors, Video Surveillance Cameras, Panic Buttons)
[ ] Are Security System Alarms being translated into BAS Alarms? (Yes, No, Not Applicable)

--- ENERGY MANAGEMENT & REPORTING ---
[ ] 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) (Daily, Weekly, 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? (Yes, No, Partially)

--- ALARM MANAGEMENT & RESPONSE ---
[ ] Number of Active Alarms Currently Present
[ ] Alarm Notification Method(s) Used (e.g., Email, SMS, Phone) (Email, SMS, Phone Call, Pager, BAS Dashboard Notification)
[ ] 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? (Minor Temperature Deviation, Equipment Failure, Power Outage, Water Leak Detection, Air Quality Alert)
[ ] Are alarm acknowledgements tracked and associated with personnel? (Yes, No, Partially)

--- USER INTERFACE & TRENDING ---
[ ] BAS Interface Login Success Rate (Last 24 hrs)
[ ] Interface Responsiveness (Subjective) (Excellent, Good, Fair, Poor)
[ ] Describe any issues encountered with the user interface.
[ ] Which trending graphs are routinely accessed by facility staff? (Energy Consumption (Total), Chiller Performance, Room Temperature, Equipment Runtime, Lighting Usage)
[ ] Last Trending Data Review Date
[ ] Trending data readily available? (Yes, No, Partially)
[ ] Comments regarding trending data usability.

--- DOCUMENTATION & CONFIGURATION MANAGEMENT ---
[ ] 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) (Version Control System (e.g., Git), Spreadsheet, Other - Specify in Long Text, No Formal Tracking)
[ ] Details of Change Management Process (if applicable)
[ ] Who is Responsible for maintaining BAS Configuration Documentation? (BAS Technician, Facility Manager, External Contractor, Unclear/Undefined)
[ ] Date of Last Audit of Configuration Documentation

--- MAINTENANCE & CALIBRATION ---
[ ] Last BAS System Calibration Date
[ ] Calibration Cycle Frequency (Months)
[ ] Calibrated Devices (Select all that apply) (Temperature Sensors, Pressure Sensors, Humidity Sensors, Flow Meters, Actuators, VAV Boxes, Boiler/Chiller Controls, Other (Specify in LONG_TEXT))
[ ] Specify 'Other' Calibrated Devices (if selected above)
[ ] Valve Actuator Stroke Test Frequency (Months)
[ ] Notes on Recent Calibration/Maintenance Activities
[ ] Calibration Records Maintained? (Yes, No, Partial)
[ ] Upload Calibration Records (if available)
[ ] Next Scheduled BAS Preventative Maintenance Date

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