This course is targeted towards ​ technicians, designers, operators, consulting engineers, and project managers who have at least 6 months of experience with BAS systems or have been through our BAS fundamentals course.

Pre-requisite knowledge

Fundamental awareness of the parts and pieces of BAS. 


  • ​Understand the BAS Project Management process and the tools used to manage a project from start to finish
  • Demonstrate ​knowledge of project finances and how to effectively balance project finances, scope, and timeline
  • Demonstrate the ability to manage labor, material, and subcontractors within the scope of a project

Key Topics

This course ​teaches project managers and other BAS professionals how to manage and deliver a successful, profitable BAS project. In this course students will learn:

  • ​​The BAS Project Management process and how to apply the process to new construction and retrofit projects.
  • ​How to create and manage project kickoff meetings to get the project off to a good start.
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    ​How to assess project documents to ensure that the project team has a clear understanding of project scope, risks, and ​timeline.
  • ​How to submit and manage RFI's and RFC's for a project.
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    ​The basics of finances and how to manage costs to deliver maximum profitability without compromising project quality.
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    ​How to forecast costs and how to maximize cashflow by managing AP and AR.
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    ​The different types of labor, material, and subcontractors.
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    ​How to effectively schedule and manage labor, material, and subcontractors.
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    ​How to identify, create, and submit change orders.
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    ​How to create a communications plan and matrix to effectively communicate on projects.
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    ​How to effectively plan, log, and manage project meetings.
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    ​How to manage the creation and completion of project closeout documents.
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    ​The multiple forms of integration, how the integration process works and how to schedule integration work.

Successful completion will require:

Completion of all video lessons and successfully passing the course final exam with a score of 90% or greater.

Upon successful completion you will get:

Receive a certificate of completion and your name will be added to the certification database.

Course Benefits

  • Learn at your own pace
  • Fully online
  • Lifetime access to the course
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    Regularly updated course material
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    Live bi-weekly office hours

​Preview the Course Layout


Here are some of the most common questions our students ask prior to enrolling in the course.

 When will the class start

How do I access the videos?

Do I have to access the course at set times?

What if I have a question you haven't answered here

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