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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