BAS Sequence of Operation Functional Test

Inspection template for verifying building automation system sequence of operation performance, including occupied/unoccupied schedules, reset schedules, setpoint changes, and emergency mode response.

Inspection Details and Test Setup

• BAS system and equipment under test identified
  Record the building, system name, controller/point group, and equipment served.
• Approved sequence of operation and control drawings available
  Verify the current approved sequence of operation, point list, and relevant control drawings are available at the time of test.
• Test conditions documented
  Record date, time, ambient conditions, occupancy status, and any active overrides or special operating modes.
• Controls contractor or competent person present
  Verify a qualified controls technician or competent person is available to place the BAS into test mode and restore normal operation.
• Lockout-tagout or safe work controls applied as needed
  Confirm any required lockout-tagout, access control, or safe work procedures are in place before testing equipment response.

Occupied and Unoccupied Schedule Verification

• Occupied schedule starts at programmed time
  Confirm the system enters occupied mode at the scheduled start time without unintended delay.
• Unoccupied schedule starts at programmed time
  Confirm the system enters unoccupied mode at the scheduled stop time and releases occupied commands as intended.
• Occupied mode setpoints and enable commands applied
  Verify occupied mode enables the intended fans, pumps, dampers, and temperature setpoints.
• Unoccupied mode setback or shutdown occurs
  Verify unoccupied mode applies the intended setback, shutdown, or reduced operation sequence.
• Schedule override or holiday mode functions correctly
  Test any override, holiday, or exception schedule logic and confirm it expires or clears as intended.

Reset Schedules and Setpoint Response

• Supply air temperature reset responds to demand
  Verify supply air temperature reset changes in response to the programmed reset input such as zone demand, outdoor air temperature, or return air conditions.
• Hot water or chilled water reset responds to demand
  Verify water system reset logic changes the loop setpoint within the programmed range based on load or outdoor conditions.
• Zone temperature setpoint change accepted by BAS
  Enter a temporary setpoint change and confirm the BAS accepts, displays, and applies the change as intended.
• Observed setpoint value
  Record the actual setpoint value observed in the BAS after the change or reset sequence.
• Setpoint change reverts or persists per sequence
  Confirm temporary changes revert, hold, or remain locked according to the approved sequence of operation.

Emergency Mode and Alarm Response

• Emergency input or alarm point received by BAS
  Confirm the BAS receives the emergency signal or alarm input from the intended source.
• Emergency mode sequence executed as programmed
  Verify equipment responds to the emergency sequence, including shutdown, smoke control, purge, pressurization, or other required action.
• Normal BAS commands are overridden during emergency mode
  Confirm normal occupied commands, resets, and setpoint adjustments are superseded by the emergency sequence while the condition is active.
• Alarm annunciation and operator notification function
  Verify alarms are annunciated at the BAS workstation or operator interface and notifications are generated as required.
• System returns to normal after emergency clears
  Confirm the BAS restores normal control only after the emergency condition is cleared and reset per the approved sequence.

Deficiencies, Corrective Actions, and Signoff

• Deficiencies documented with point references
  Record any deficiency, non-conformance, or failed sequence with the affected point name, controller, and observed behavior.
• Corrective action owner assigned
  Identify the responsible party for each corrective action and the target completion date.
• Retest required for failed sequence
  Mark whether a retest is required after corrective action is completed.
• Inspector signoff
  Inspector confirms the functional test was completed and the results are accurately recorded.
• Owner or commissioning representative signoff
  Owner, commissioning agent, or authorized representative acknowledges the test results.