Run BAS Sequence of Operation Functional Test — Free

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 critical (required)

Verify the current approved sequence of operation, point list, and relevant control drawings are available at the time of test.

Yes No N/A

Test conditions documented

Record date, time, ambient conditions, occupancy status, and any active overrides or special operating modes.

Controls contractor or competent person present critical (required)

Verify a qualified controls technician or competent person is available to place the BAS into test mode and restore normal operation.

Yes No N/A

Lockout-tagout or safe work controls applied as needed critical (required)

Confirm any required lockout-tagout, access control, or safe work procedures are in place before testing equipment response.

Yes No N/A

Occupied and Unoccupied Schedule Verification

Occupied schedule starts at programmed time critical (required)

Confirm the system enters occupied mode at the scheduled start time without unintended delay.

Yes No N/A

Unoccupied schedule starts at programmed time critical (required)

Confirm the system enters unoccupied mode at the scheduled stop time and releases occupied commands as intended.

Yes No N/A

Occupied mode setpoints and enable commands applied critical (required)

Verify occupied mode enables the intended fans, pumps, dampers, and temperature setpoints.

Yes No N/A

Unoccupied mode setback or shutdown occurs critical (required)

Verify unoccupied mode applies the intended setback, shutdown, or reduced operation sequence.

Yes No N/A

Schedule override or holiday mode functions correctly

Test any override, holiday, or exception schedule logic and confirm it expires or clears as intended.

Yes No N/A

Reset Schedules and Setpoint Response

Supply air temperature reset responds to demand critical (required)

Verify supply air temperature reset changes in response to the programmed reset input such as zone demand, outdoor air temperature, or return air conditions.

Yes No N/A

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.

Yes No N/A

Zone temperature setpoint change accepted by BAS critical (required)

Enter a temporary setpoint change and confirm the BAS accepts, displays, and applies the change as intended.

Yes No N/A

Observed setpoint value

Record the actual setpoint value observed in the BAS after the change or reset sequence.

Note (optional)

Setpoint change reverts or persists per sequence critical (required)

Confirm temporary changes revert, hold, or remain locked according to the approved sequence of operation.

Yes No N/A

Emergency Mode and Alarm Response

Emergency input or alarm point received by BAS critical (required)

Confirm the BAS receives the emergency signal or alarm input from the intended source.

Yes No N/A

Emergency mode sequence executed as programmed critical (required)

Verify equipment responds to the emergency sequence, including shutdown, smoke control, purge, pressurization, or other required action.

Yes No N/A

Normal BAS commands are overridden during emergency mode critical (required)

Confirm normal occupied commands, resets, and setpoint adjustments are superseded by the emergency sequence while the condition is active.

Yes No N/A

Alarm annunciation and operator notification function

Verify alarms are annunciated at the BAS workstation or operator interface and notifications are generated as required.

Yes No N/A

System returns to normal after emergency clears critical (required)

Confirm the BAS restores normal control only after the emergency condition is cleared and reset per the approved sequence.

Yes No N/A

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.

Yes No N/A

Inspector signoff critical (required)

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.

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Run: BAS Sequence of Operation Functional Test

Inspection Details and Test Setup

Occupied and Unoccupied Schedule Verification

Reset Schedules and Setpoint Response

Emergency Mode and Alarm Response

Deficiencies, Corrective Actions, and Signoff

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