Learn to Create Control Submittals from Scratch

Design an entire BAS system from start to finish



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
  • 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.
  • Learn how to generate close out documentation, manage the as-built consolidation process, and build final O&M packages.
  • Learn the advanced strategies associated with designing BAS systems that you will encounter on complex BAS projects.

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:

This course helps to see the process of how it all comes together and to know the roles and responsibilities of people involved in case questions arise during the integration or programming process

by Breanna Emerson

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 tips for working with Visio, Excel, and Word.

by Giselle Perez