SBA 454: The BAS Project Management Process

Join Phil Zito in Episode 454 of the Smart Buildings Academy Podcast as we delve into the intricacies of Building Automation System (BAS) Project Management. Unlike traditional construction project management, BAS project management brings its own set of challenges and skills. This episode not only highlights the differences but also categorizes BAS project management into four distinct buckets: new construction under a subcontractor, new construction owner-direct, and retrofit owner-direct, each with its unique demands.

Episode Highlights:

• Phil outlines the essential qualities of a BAS project manager and emphasizes the importance of treating each project as its own profit and loss center to ensure financial success.
• Discover the pivotal stages of the BAS project management process, including the sales to operations handoff, project kickoff meetings, subcontractor agreements, labor assignments, and the critical role of submittal creation and submission.
• Gain insights into the importance of a well-orchestrated project kickoff process for setting the stage for project success, including ensuring clear communication between sales and operations to avoid costly misunderstandings.
• Learn about the vital process of scope management, including the use of scope matrices, RFIs, and RFCs to ensure all project aspects are clearly defined and agreed upon.
• Phil discusses the nuances of labor, material, and subcontractor management within the BAS industry, offering strategies for effectively managing these key resources to maintain project timelines and budgets.
• Financial management is explored in depth, with Phil advocating for proactive billing and cash management practices to keep projects financially viable.
• The episode concludes with a discussion on the importance of meticulous project closeout procedures, including point-to-point checkouts, functional testing, and thorough training for the building operators to ensure a smooth handover and long-term project success.

Whether you're a seasoned BAS project manager or looking to break into the field, this episode offers valuable insights and practical advice for managing BAS projects efficiently and profitably.