This course is targeted towards salespersons, technicians, project managers, and designers with at least 1 year of experience.

Pre-requisite knowledge

Awareness of the parts and pieces of BAS. Basic knowledge of IT networking concepts. 2 years of field experience or equivalent. 


  • Design a complete BAS submittal package from scratch
  • Perform key tasks like sales to operations handoffs and information requests
  • Interpret design documents to create submittal documents

Key Topics

This course will teach the complete process of developing controls submittals from the sales to operations hand off to creating closeout documents and everything in between. Some of this course's key topics are:

  • Learn the foundational pieces of the design puzzle that most folks miss.
  • Learn the five different pieces of BAS hardware and how each piece functions within a full-blown BAS
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    Walk through each step of the BAS design process. By the time you are done you will have produced a full-fledged BAS design (from scratch!)
  • Learn the processes for handling submittal rejections and managing the RFI | RFC process.
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    Learn how to generate close out documentation, manage the as-built consolidation process, and build final O&M packages.
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    Learn the advanced strategies associated with designing BAS systems that you will encounter on complex BAS projects.

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 Testimonials

  • ​Student 1
  • ​Student 2
  • ​Student 3
  • ​STUDENT 4
  • ​STUDENT ​5
  • ​STUDENT 6

"​I would highly recommend this course because of all the resources it provided me and how it taught me to use those resources. For example, all the templates that help with completing point lists, RFIs, BOMs, etc. I can now use these templates for future projects and I will be able to complete control submittals more efficiently. I also found very useful the tips for working with Visio, Excel, and Word. "

-​Giselle Perez

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
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    Design Templates and Checklists



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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