Understand the controls before changing them

BMS surveys, design & installation

Turn the existing plant and the operating objectives into a practical controls project.

A design that reaches the plant.

Building controls projects can involve ageing panels, incomplete drawings and equipment that has changed over time. A survey establishes the starting point before replacement hardware or new software is proposed. We discuss the plant, users, controls architecture and the practical constraints on working in an occupied building.

01

Map what exists

Identify panels, controllers, sensors, actuators, network links and the equipment they serve.

02

Define what should happen

Document the operating sequences, control points, schedules, graphics and alarms required.

03

Plan the changeover

Consider access, isolations, temporary arrangements and the order in which systems will be commissioned.

The technical scope

Write the behaviour
into the brief.

The design should describe both hardware and behaviour. A controller can be correctly installed while a control sequence remains poorly matched to the building. Functional testing therefore follows the intended operating modes, interlocks, alarm conditions and operator actions. Building management and specialist plant teams need to be involved where their equipment or responsibilities are affected.

Plan the outputs
  • Existing controls and plant review
  • Proposed system architecture
  • Control descriptions and points schedules
  • Panel and field-device scope
  • Installation and staged commissioning
  • As-built information and operator handover
Before the survey

Preparing a BMS upgrade?

Use our guide to bring the existing controls, operating objectives and changeover requirements into the project brief.

Read the planning guide
Before we talk

Useful answers.

Have a specific site or building in mind? Start with a conversation.

Talk to the team
What should we provide before a survey?

Plant schedules, controls drawings, software and licence information, known faults and the current operating pattern are useful. We can discuss a discovery visit where records are incomplete.

Can the work be phased?

A phased approach can be considered around plant dependencies, occupancy and access. The retained equipment and temporary arrangements need to be part of the plan.

SYREX Technologies

Plan a BMS survey.

Tell us the location, the task and the timescale. We’ll connect you with the relevant team.

Discuss your requirement
Across SYREX Group

Partners, memberships
& affiliations.

Johnson Controls
IPSA Corporate Member
BSIA Probationary Member
SafeContractor Approved
RISQS Verified
Jola Certified Partner — 5+ Years
Dahua Technology Integrator Partner

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