1ST EDITION
BUILDING
AUTOMATION
SYSTEM
STANDARDS
TEMPLATE
PHIL ZITO
BUILDING AUTOMATION MONTHLY© 2016
Table of Contents
1 How to use this document ................................................................................................... 2
2 General ............................................................................................................................... 3
2.1 Purpose of the standard ............................................................................................... 3
2.2 How to update the standard.......................................................................................... 4
2.3 Standard owner ............................................................................................................ 5
2.4 Contact information for the standard owner .................................................................. 6
3 BAS Standards .................................................................................................................... 7
3.1 Installation Standards ................................................................................................... 7
3.2 Capacity Standards: ..................................................................................................... 8
3.3 Naming Standards ........................................................................................................ 9
3.4 Trend Standards......................................................................................................... 10
3.5 Alarming Standards .................................................................................................... 11
4 BAS Project Standards ...................................................................................................... 12
4.1 Commissioning Standards .......................................................................................... 12
4.2 Warranty Standards.................................................................................................... 13
4.3 Training Standards ..................................................................................................... 14
4.4 Documentation Standards .......................................................................................... 15
5 Device Profile Standards ................................................................................................... 16
5.1 BAS Point, Trend, Alarm Matrix .................................................................................. 18
6 BAS Sequence Standards ................................................................................................. 19
7 BAS Schedule Standards .................................................................................................. 20
8 BAS Report Standards ...................................................................................................... 21
9 BAS Integration Standards ................................................................................................ 22
10 BAS IT Standards .......................................................................................................... 23
10.1 Systems Administration .............................................................................................. 24
10.2 Network ...................................................................................................................... 27
10.3 Database .................................................................................................................... 31
10.4 Cybersecurity ............................................................................................................. 34
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1 HOW TO USE THIS DOCUMENT
This document is a template. This template is designed to assist you in creating BAS standards that
are:
Modular
Flexible
Easy to use
Easy to adjust
You will want to fill out the grey boxes in each center and then save this file as your BAS standard.
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2 GENERAL
Describe your standard, its purpose, how to update the standard, the standard owner, and the contact
for the standard
2.1 PURPOSE OF THE STANDARD
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2.2 HOW TO UPDATE THE STANDARD
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2.3 STANDARD OWNER
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2.4 CONTACT INFORMATION FOR THE STANDARD OWNER
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3 BAS STANDARDS
3.1 INSTALLATION STANDARDS
[Describe:
How the device will be installed
How it will be wired, what color wire for what connections
How it will be mounted, and what kind of panel will be used.
Any network connections and how they will be connected and provided
How the controllers will be labeled
]
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3.2 CAPACITY STANDARDS:
[Describe:
What excess physical point capacity will be available
What excess logical point capacity will be available
Describe supervisory and server capacity will be available
]
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3.3 NAMING STANDARDS
[Describe:
The naming standard that will be used by building, floor, space, device
]
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3.4 TREND STANDARDS
[Describe:
Where trending will be stored
What excess logical point capacity will be available
]
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3.5 ALARMING STANDARDS
[Describe:
How alarms will be sent
Who will be notified
How they will be escalated
]
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4 BAS PROJECT STANDARDS
4.1 COMMISSIONING STANDARDS
[Describe:
How projects will be commissioned
What checks will be done
Who will do the checks
Retro-commissioning standards (if appropriate)
]
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4.2 WARRANTY STANDARDS
[Describe:
How projects will be commissioned
What checks will be done
Who will do the checks
Retro-commissioning standards (if appropriate)
]
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4.3 TRAINING STANDARDS
[Describe:
What the training process is
Who will be trained
The process for creating training agenda
]
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4.4 DOCUMENTATION STANDARDS
[Describe:
How installations will be documented
How upgrades will be documented
The documentation process
The documentation format
]
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5 DEVICE PROFILE STANDARDS
5.1 DEVICE TYPE:
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5.1.1 Sequence Standard
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5.1.2 BAS Point, Trend, Alarm Matrix
Point Matrix Template
Point Point Trend Trend Trend Alarm Alarm Unoccupied
Name Type Type Interval Storage High Low Alarming
Value Value
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6 BAS SEQUENCE STANDARDS
If applicable, describe the standard sequences you use
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7 BAS SCHEDULE STANDARDS
If applicable, describe the standard schedules you use
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8 BAS REPORT STANDARDS
If applicable, describe the standard reports you use
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9 BAS INTEGRATION STANDARDS
If applicable, describe the integration standards you use
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10 BAS IT STANDARDS
[In this section you will detail out the policies around IT for your organization. You will want to
describe the following:
How IP Addresses are assigned
What subnet should be used
Any PC or server standards
How a virtual machine is requested or created
How you contact IT for support
What database type will be used
Cyber security standards
]
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10.1 SYSTEMS ADMINISTRATION
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10.1.1 Server and Client Machine process:
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10.1.2 Virtual machine process:
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10.2 NETWORK
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10.2.1 IP assignment process:
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10.2.2 IP subnet(s):
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10.2.3 Remote Access process:
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10.3 DATABASE
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10.3.1 Database type:
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10.3.2 Database Setup and Modification Process
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10.4 CYBERSECURITY
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10.4.1 Password policy:
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10.4.2 Patching process:
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10.4.3 Firewalls and intrusion detection:
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10.4.4 Network security policy:
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