European Building Automation Controls Association

EPBD BACS COMPLIANCE

SELF-DECLARATION
BUILDING INFORMATION
BUILDING NAME

BUILDING ADDRESS

TOTAL FLOOR AREA

BUILDING OWNERS NAME

OWNERS SIGNATURE AND

DATE
RESPONSIBLE EXPERT

EXPERTS SIGNATURE AND

DATE

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 European Building Automation Controls Association

SELF-DECLARATION

STEP 1: The BACS compliance verification shall be conducted only if the effective rated output for heating (Art.14)/air-conditioning (Art.15) systems
or systems for combined space heating/air-conditioning and ventilation in the building is over 290kW.
SELF-DECLARATION
Boundary Conditions / COMPLIANCE
COMPLIANCE SUPPORTING
SELF-DECLARATION COMPLIANCE QUESTIONS PREREQUISITES for the VERIFICATION CHECKS
ID RESPONSE RECORDS
(answered by Building Owner) BACS capabilities to be (conducted by Building
(provided by Building
effective Inspector)
Owner)
I Information Section: 290 kW COVERAGE
I1 "What is the effective rated output (calorific output PDF list of Heating system main Check equipment nameplates
as per EPBD) of the Heating equipment in the equipment with indication of of main Heating system
building Heating systems (output of all heat the maximum calorific output, equipment in main HVAC
generators in the building including main Heating expressed in kW, per piece of plant or the building
equipment in plantrooms, e.g. boiler, solar heat equipment Operation & Maintenance
system, CHP and heat-generating terminal Manual
equipment in rooms, e.g. electric direct heater)? <kW>

NOTE: Every heat generator that adds heat to the

building space regardless of its location (generation
in main HVAC plant, distribution and emission in
the room) should be added in the sum for the
output."
I2 "What is the effective rated output (calorific output PDF list of Air-conditioning Check equipment nameplates
as per EPBD) of the Air-conditioning systems in the system main equipment with of main Air-conditioning
building (output of all cold generators in the indication of the maximum systems equipment in HVAC
building including main cooling equipment in calorific output, expressed in main plant or the building
plantrooms, e.g. chiller, heat-pump, and cooling- kW, per piece of equipment Operation & Maintenance
generating terminal equipment in rooms)? <kW> Manual
NOTE: Every cooling generator that adds cooling to
the building space regardless of its location
(generation in main plant, distribution and
emission in the room) should be added in the sum
for the output."

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 European Building Automation Controls Association

ID SELF-DECLARATION COMPLIANCE QUESTIONS RESPONSE SELF-DECLARATION Boundary Conditions / COMPLIANCE

(answered by Building Owner) COMPLIANCE SUPPORTING PREREQUISITES for the VERIFICATION CHECKS
RECORDS BACS capabilities to be (conducted by Building
(provided by Building effective Inspector)
Owner)
I3 What are the 3 representative rooms in this Room 1: type, PDF floor plans with marked Check PDF floor plans where
building in which the heating, cooling and/or name, size in representative rooms the 3 representative rooms
ventilation is/are BACS controlled? Please enter m2 are marked
their types, names, and floor area in the Response Room 2: type,
column. name, size in
NOTE: Representative rooms/spaces should m2
represent the room/space types that are the most Room 3: type,
typical for the inspected building, e.g. an individual name, size in
office, an open office zone and a meeting room in m2
an office building.

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 European Building Automation Controls Association

STEP 2: The compliance verification shall be conducted only if building automation and control systems (BACS) capabilities apply to a considerable
extent in the building
SELF-DECLARATION
COMPLIANCE VERIFICATION
SELF-DECLARATION COMPLIANCE COMPLIANCE Boundary Conditions /
CHECKS
ID QUESTIONS (answered by Building RESPONSE SUPPORTING RECORDS PREREQUISITES for the BACS
(conducted by Building
Owner) (provided by Building capabilities to be effective
Inspector)
Owner)
S Starting Section: BACS COVERAGE
S1 Is 80% of the effective rated output in YES ☐ Indicate in the list of I1 BACS should control a minimum 80% Spot-check BACS heating controls
kW for Heating systems in the building, which heat-generating of the Heating systems in the building equipment in HVAC main plant to
NO ☐ equipment/devices are
both main equipment and terminal for it to have any effect on the heating confirm the information provided
equipment, controlled by BACS - integrated in BACS and energy performance by the Building Owner
relates to the figure in I1 provide corresponding
diagrams of controls
S2 Is 80% of the effective rated output in YES ☐ Indicate in the list of I2 BACS should control a minimum 80% Check BACS air-conditioning
kW for Air-Conditioning systems in the which cold-generating of the Air-conditioning systems in the controls equipment in HVAC main
NO ☐ building for it to have any effect on the plant to confirm the information
building, both main equipment and equipment/devices are
terminal equipment, controlled by integrated in BACS and heating energy performance provided by the Building Owner
BACS - relates to the figure in I2 provide corresponding To count stand-alone split units in the
diagrams of controls 80% these units should be at least
monitored by BACS, e.g. energy
consumption, status, interlock with
heating control

S3 Is 80% of the nominal electrical output YES ☐ Indicate in the list of all BACS should control a minimum 80% check BACS ventilation controls
in kW for Ventilation systems in the ventilation of the Ventilation systems in the equipment in HVAC main plant to
NO ☐
building, both main equipment and equipment/devices with building for it to have any effect on the confirm the information provided
terminal equipment, controlled by corresponding electrical ventilation energy performance by the Building Owner
BACS? output in KW which of Stand-alone occupancy-driven control
them are integrated in of exhaust fans (through presence
BACS and provide detectors) should be included in the
corresponding diagrams of 80%, e.g. toilet exhaust fans
controls

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 European Building Automation Controls Association

ID SELF-DECLARATION COMPLIANCE RESPONSE SELF-DECLARATION Boundary Conditions / COMPLIANCE VERIFICATION

QUESTIONS (answered by Building COMPLIANCE PREREQUISITES for the BACS CHECKS
Owner) SUPPORTING RECORDS capabilities to be effective (conducted by Building
(provided by Building Inspector)
Owner)
S4 Does 80% of the building floor area YES ☐ PDF floor plans with BACS should control a minimum 80% Check the availability of PDF floor
designed for continuous occupancy marked individual room of the building floor area designed for plans with marked individual
NO ☐
during building operating hours controls continuous occupancy during building room controls
(rooms/zones) have room/zone operating hours for it to have any
automation controls integrated into effect on the building energy
BACS? performance and IEQ
Rooms/zones that are designed for
continuous occupancy during
operating hours shall have controls
equipment that meet at least class B
according to EN ISO 52120 .

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 European Building Automation Controls Association

STEP 3: The building automation and control systems shall be CAPABLE of:
SELF-DECLARATION COMPLIANCE
SELF-DECLARATION COMPLIANCE Boundary Conditions /
COMPLIANCE QUESTIONS VERIFICATION CHECKS
ID RESPONSE SUPPORTING RECORDS PREREQUISITES for the BACS
(answered by Building (conducted by Building
(provided by Building Owner) capabilities to be effective
Owner) Inspector)
(a) CONTINUOUSLY MONITORING, LOGGING, ANALYSING and ALLOWING for ADJUSTING ENERGY USAGE
A1 Is the building energy meter YES ☐ PDF energy consumption reports for Energy metering should cover a Check the availability of
data integrated and analysed in building electricity, heating and cooling minimum 80% of total HVAC energy consumption reports
NO ☐
BACS with at least hourly data consumption respectively that compare building energy consumption. A that compare current values
granularity to identify energy energy values over different time periods, process to with previous periods and
optimisation opportunities in e.g. cumulated daily values from last month audit/validate/certify the indicate deviations
the building? (according to Class (before the inspection) compared to the meters’ readings should be in
B: 7.4.1 Trending functions and daily values for the same month from last place. The energy data
consumption determination) year measuring systems relevant for
Including as a minimum the HVAC shall be regularly checked
following total energy data for: for their function and accuracy.
- total building thermal energy Monitoring and logging are
for space heating, and prerequisites for the analysing
- total building thermal energy capability. Data should be
for space cooling and retained for historical analysis,
so trends can be observed.
- total building electrical energy

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 European Building Automation Controls Association

ID SELF-DECLARATION RESPONSE SELF-DECLARATION COMPLIANCE Boundary Conditions / COMPLIANCE

COMPLIANCE QUESTIONS SUPPORTING RECORDS PREREQUISITES for the BACS VERIFICATION CHECKS
(answered by Building (provided by Building Owner) capabilities to be effective (conducted by Building
Owner) Inspector)
A2 Is HVAC energy-relevant process YES ☐ "PDF snapshot of output used for analytics There should be a process in Check the availability of
data monitored and analysed to with 2 example views and a rationale on place to regularly analyse the example snapshots for
NO ☐
detect recurring energy wasting how corrective actions can be derived from information provided by BACS consistency and continuity
deviations and to trigger it. and track corrective actions.
respective corrective actions? Example 1. A graph with runtime values for Additional information on
main HVAC equipment vs room occupancy occupant feedback/behaviour
times for the 3 representative rooms of the should be considered to define
last 6 months before the planned corrective actions.
inspection, ideally 1-minute log interval
Example 2. A graph including room setpoint
+/- deadband, room temperature values,
action/control signal on the terminal unit
(or the equipment controlling the
temperature) and room occupancy for the 3
representative rooms for four 24 hour
periods (one in each season), ideally 1
minute log interval
OR SIMILAR examples accompanied with an
explanation of how this proof is similar in
fulfilling the specific requirement"
A3 Does BACS allow adjustment of YES ☐ Print screen/photo of the BACS interface Check the availability of
setpoints (fixed or calculated) of that shows the possibility for setpoint selected print screens for
NO ☐
all relevant supplying HVAC adjustment from a central GUI (e.g. work main HVAC plants that clearly
plants to optimize demand- station, web operation; room operating show setpoint adjustment
driven operation? units are excluded) for HVAC main plant possibilities
(main generation and distribution
equipment), combined with a clear naming
/description of the setpoints linked to
energy.

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 European Building Automation Controls Association

ID SELF-DECLARATION RESPONSE SELF-DECLARATION COMPLIANCE Boundary Conditions / COMPLIANCE

COMPLIANCE QUESTIONS SUPPORTING RECORDS PREREQUISITES for the BACS VERIFICATION CHECKS
(answered by Building (provided by Building Owner) capabilities to be effective (conducted by Building
Owner) Inspector)
A4 Is there a runtime management YES ☐ Print screens showing that runtime Check the availability of
as per EN ISO 52120 class A: schedules for HVAC equipment could be selected print screens for
NO ☐
7.2.2 Individual setting following adjusted. The number of print screens main HVAC plants that clearly
a predefined time schedule; depends on the HVAC systems present in show runtime management
adaptation from a central point the specific building (one per system): possibilities
(e.g. workstation, web Example 1. Adjusting runtime of heating
operation; room operating units system including the runtime schedule for
are excluded)? at least 1 heat generator
Example 2. Adjusting runtime of air-
conditioning system including the runtime
schedule for at least 1 cooling generator
Example 3. Adjusting runtime of ventilation
system including the runtime schedule for
at least 1 major fan
Example 4. Adjusting runtime of room
HVAC equipment (e.g. FCU, VRF unit) for at
least one of the representative rooms
A5 Is there a setpoint adjustment YES ☐ Print screens from the BACS User Interface eu.bac recommend applying EN Check the availability of
or reset from a central point where the temperature setpoint for cooling, EN ISO 52120 Class A which selected print screens for the
NO ☐
(e.g. workstation, web the temperature setpoint for heating and ensures automatic reset back to representative rooms that
operation) for individual the ventilation setpoint (CO2 or air flow), the present setpoint. clearly show setpoint
spaces? (according to EN ISO for the selected representative rooms are adjustment possibilities
52120 class B 7.1.2) clearly visible.

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 European Building Automation Controls Association

SELF-DECLARATION Boundary Conditions / COMPLIANCE

SELF-DECLARATION COMPLIANCE SUPPORTING
COMPLIANCE PREREQUISITES for the VERIFICATION CHECKS
ID RESPONSE RECORDS
QUESTIONS (answered BACS capabilities to be (conducted by Building
(provided by Building Owner)
by Building Owner) effective Inspector)
(b) BENCHMARKING the building's energy efficiency, DETECTING LOSSES in efficiency of technical building systems, and INFORMING THE PERSON
RESPONSIBLE for technical building management about opportunities for EE improvement
B1 Is the building's HVAC YES ☐ PDF report that clearly shows that data is collected Documented rationale and Check the availability of
plant energy consumption regularly, including benchmarking data, for at least the last justification that collected an HVAC plant energy
NO ☐
data or its energy month (preceding the inspection). Data can be presented as data and reference data consumption report that
consumption data a table with numeric values, if it includes the time stamp for are comparable (e.g. compares current values
recorded at least once a each reading, or a in a graph. normalisation, similarities, with previous periods
day and benchmarked to Example 1: A report that benchmarks HVAC plant energy previous time intervals,
defined reference objects consumption data against a target value(s) exceptions) should be
(e.g. different HVAC plant available.
Example 2: PDF weather-normalised energy reports (HDD
in the same building) or
and CDD) for the last 12 months compared to the previous
reference time intervals
year or a baseline year or a target value.
for the same building (e.g.
monthly using TBM)? OR SIMILAR reports accompanied with an explanation of
how this alternative proof fulfils the specific requirement
B2 Is there energy-relevant YES ☐ PDF report for at least the last month (preceding the Check the availability of
process data from HVAC inspection) containing energy performance data for benchmark report for a
NO ☐
sub-systems that is used to relevant HVAC sub-systems: significant HVAC sub-
analyse deviations Example 1: A report that compares the actual efficiency of system (consuming over
compared to defined heating/cooling generators, e.g. “coefficient of 15% of total building
benchmarks (e.g. big performance”, with the design COP; energy consumption)
deviation from design that compares current
Example 2: A report that compares the measured supply
COP) using TBM? values with defined
and return water temperature difference for a heat emitter
benchmarks
with the design temperature difference;
OR SIMILAR reports accompanied with an explanation of
how this alternative proof fulfils the specific requirement

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 European Building Automation Controls Association

ID SELF-DECLARATION RESPONSE SELF-DECLARATION COMPLIANCE SUPPORTING Boundary Conditions / COMPLIANCE

COMPLIANCE RECORDS PREREQUISITES for the VERIFICATION CHECKS
QUESTIONS (answered (provided by Building Owner) BACS capabilities to be (conducted by Building
by Building Owner) effective Inspector)
B3 Is there automatic YES ☐ PDF report showing manual override events for main HVAC Check the availability of
detection of HVAC plant items. It is not necessary to cover a specific period a record (e.g. use activity
NO ☐
equipment running in (the building may be running always in auto) but the report log print-out) for the last
manual override/exception must show at least the last test run on site or the 3 examples of when
mode logged and flagged commissioning of the BACS HVAC equipment was set
centrally? in manual operation for
more than 24hrs
B4 Is there automatic YES ☐ A PDF report showing fault alarms for main HVAC plant Check the availability of
detection of faults in HVAC items. It is not necessary to cover a specific period (the a record showing fault
NO ☐
equipment that is it logged building may always be running in auto), but the report alarms related to main
and flagged centrally? must show at least the last test run on site or the HVAC plant equipment
commissioning of the BACS. were reported by the
The proof depends on the HVAC systems present in the BACS
specific building
- equipment faults in heating system including for at least 1
heat generator
- equipment faults in air-conditioning system including the
equipment fault for at least 1 cooling generator
- equipment faults in ventilation system including the
equipment fault for at least 1 major fan
- equipment faults of room HVAC equipment for at least 1
of the representative rooms

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 European Building Automation Controls Association

ID SELF-DECLARATION RESPONSE SELF-DECLARATION COMPLIANCE SUPPORTING Boundary Conditions / COMPLIANCE

COMPLIANCE RECORDS PREREQUISITES for the VERIFICATION CHECKS
QUESTIONS (answered (provided by Building Owner) BACS capabilities to be (conducted by Building
by Building Owner) effective Inspector)
B5 Is there automatic YES ☐ PDF report showing relevant HVAC system events/alarms: Check the availability of
detection of loss in an event report for
NO ☐ Example 1: A report that notifies deviations of current
efficiency in the HVAC- efficiency for heating/cooling generator, e.g. “coefficient of considerable deviations
related TBS with central performance”, from its efficiency in the last heating/cooling in the operating
indication of detected season; parameters of a main
faults and HVAC sub-system
Example 2: A report that notifies deviations in pressure
alarms/diagnosing
drop across a main AHU;
functions that is used to
derive corrective actions OR SIMILAR reports accompanied with an explanation of
and fix recurring how this alternative proof fulfils the specific requirement
suboptimal energy
performance? (according
to EN ISO 52120 7.3.2)
B6 Is the person responsible YES ☐ A PDF extract/print screen from Alarm/Activity log, There has to be a Check the availability of
for TBM informed by BACS provided by the BACS, that shows the last 3 examples when nominated responsible BACS activity log record
NO ☐
about any main HVAC the BACS system sent a message/alarm about faults on person(s) for the
equipment faults? main HVAC equipment to the responsible person, also operation and
including the status of this alarm (e.g. acknowledged status) optimization of the TBM.
There should be a process
in place to inform &
involve the nominated
Building operators
instantly to implement
corrective actions for
HVAC equipment faults

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 European Building Automation Controls Association

ID SELF-DECLARATION RESPONSE SELF-DECLARATION COMPLIANCE SUPPORTING Boundary Conditions / COMPLIANCE

COMPLIANCE RECORDS PREREQUISITES for the VERIFICATION CHECKS
QUESTIONS (answered (provided by Building Owner) BACS capabilities to be (conducted by Building
by Building Owner) effective Inspector)
B7 Is the person responsible YES ☐ A PDF extract/print screen from Alarm/Activity log, There must be a Check the availability of
for TBM/ responsible provided by the BACS, that shows the last 3 examples when nominated responsible BACS activity log record
NO ☐
Building Operator reliably the BACS system sent a message/alarm about deviations person(s) for the
and quickly informed by from expected energy performance of HVAC and / or operation and
BACS about energy waste indoor comfort conditions to the responsible person, also optimization of the TBM.
and/or comfort including the status of this alarm (e.g. acknowledged status) There should be a process
compromised operation of Examples for Energy Waste: in place to inform &
HVAC systems with an involve the nominated
1. Notification of pre-defined % deviation (for a pre-defined
indication of where/how Building operator instantly
duration) between the measured supply and return water
to take corrective action? to implement corrective
temperature difference for a heating coil and the design
temperature difference; actions to maintain and
improve EE
2. Notification of pre-defined % deviation (for a pre-defined
duration) between the actual efficiency of heating/cooling
generators, e.g. “coefficient of performance”, and the
design efficiency
3. Notification related to any of the evidence provided in
the supporting records used in B1-B6 checks
Examples for Comfort-Compromised Operation:
1. Notification of deviations in space temperature outside
of operator-defined comfort range.
2. Notification of deviations in CO2 level above the
operator-defined comfort acceptable limit.

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 European Building Automation Controls Association

SELF-DECLARATION Boundary Conditions / COMPLIANCE VERIFICATION

SELF-DECLARATION COMPLIANCE SUPPORTING
COMPLIANCE QUESTIONS PREREQUISITES for the CHECKS
ID RESPONSE RECORDS
(answered by Building BACS capabilities to be (conducted by Building
(provided by Building Owner)
Owner) effective Inspector)
(c) ALLOWING COMMUNICATION with CONNECTED TBS and OTHER APPLIANCES inside the building, and BEING INTEROPERABLE with TBS across
DIFFERENT TYPES of PROPRIETARY TECHNOLOGIES, DEVICES and MANUFACTURERS
C1 Can BACS manage relevant YES ☐ A PDF report of an example that shows coordination Check the availability of an
information with other TBS in the operation of 2 or more individual example BACS report that
NO ☐
and devices, and enable systems/devices: proves exchange of information
"global" cross TBS Example 1: Interlock between heating and cooling between BACS connected
optimization strategies while control to prevent simultaneous heating and cooling systems / devices
improving operation at
Example 2: Combined light/blind/HVAC control in
"individual" equipment
rooms
level?
Example 3: Sequencing of different heat/cold
generators
OR SIMILAR reports accompanied with an
explanation of how this alternative proof fulfils the
specific requirement

C2 Does BACS control the YES ☐ A PDF print screen/photo of BACS connected and Only connected HVAC- Check the availability of
start/stop of HVAC-related controlled equipment / devices, e.g. chiller, fan coil related systems and selected print screens that
NO ☐
systems / devices? unit, lighting system, solar protection system, solar appliances in the sense show BACS control of various
heat system, CHP of EPBD are in scope – systems / devices
If possible, provide an example with different refer to the Starting
proprietary technologies. section S
Example: Re-use the check for A4, and add the
make/model number of the system/device, e.g. air
handling unit, domestic hot water system, room
controls from different manufacturer that BACS
interfaces with

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 European Building Automation Controls Association

ID SELF-DECLARATION RESPONSE SELF-DECLARATION COMPLIANCE SUPPORTING Boundary Conditions / COMPLIANCE VERIFICATION

COMPLIANCE QUESTIONS RECORDS PREREQUISITES for the CHECKS
(answered by Building (provided by Building Owner) BACS capabilities to be (conducted by Building
Owner) effective Inspector)
C3 Does BACS have the YES ☐ A PDF print screen/photo of BACS interface that Only connected HVAC- Check the availability of
possibility potential to set shows the possibility for setpoint adjustment for related systems and selected print screens that
NO ☐
and modify setpoints for BACS connected and controlled systems / devices, appliances in the sense clearly show setpoint
HVAC-related systems / e.g. air handling unit, domestic hot water system, of EPBD are in scope – adjustment possibilities
devices? room controls by different manufacturer refer to the Starting
Example: Re-use the check for A5, and add the section S
make/model number of the system/device, e.g. air
handling unit, domestic hot water system, room
controls from different manufacturer that BACS
interfaces with

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