Master the Skill of BAS Project Management 

Gain Hands-on-Knowledge in BAS Project Management



This course is targeted towards salespersons, 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

Course Benefits:

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

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.
  • ?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.
  • ?The basics of finances and how to manage costs to deliver maximum profitability without compromising project quality.
  • ?How to forecast costs and how to maximize cashflow by managing AP and AR.
  • ?The different types of labor, material, and subcontractors.
  • ?How to effectively schedule and manage labor, material, and subcontractors.
  • ?How to identify, create, and submit change orders.
  • ?How to create a communications plan and matrix to effectively communicate on projects.
  • ?How to effectively plan, log, and manage project meetings.
  • ?How to manage the creation and completion of project closeout documents.
  • ?The multiple forms of integration, how the integration process works and how to schedule integration work.

Succesful Completion:

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 receive a certificate of completion with your name and you will be added into the BAM database. 


When will the class start?

The class is online and self-paced. As soon as you enroll you will have life long access.

How do I access the videos?

All of our videos are available on our course website which is supported by the best-in-class online training platform Thinkific. You will be able to watch the course videos online or download the course videos/audio to consume the content offline.

Do I have access to the course at set times?

No, as soon as the course opens you will have full access to all of the modules. There will be a series of e-mails we send out with suggested timelines but if you want to consume the entire course over a couple of days you are more than welcome to do so.

Student Testimonials:

IThis 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 a 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 spreadsheets 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.

by Scott Hoffman