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.

​Student Testimonial

​"This course was the perfect road map to help my transition from Technician to project management. The course is always patient, and always available on your time.
this course covers many topics large, small and in between, which you may not get to cover  with just experience alone.

There is also great benefit as the course is like a neutral/anonymous mentor that will not judge or have an ulterior motive.
The exercises in the course are excellent conversation starters you can carry over to a mentor.I greatly Appreciate the Structure of the processes spelled out.
the spread sheets are a nice bonus.

I can only say that as a technician, the years of experience, can be placed with a few months of training."

-Scott Hoffman

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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