Step 1 | Collect your building documents

Start by gathering your required Control Documents and Mechanical Drawings.

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Required documents:

1. Control Documents:

   • Sequence of Operations​

   • Points List

   • Screenshots of BAS Schematics

2. Mechanical Drawings:

   • ​Schematics of HVAC​​

   • As-Builts

3. Additional Recommended:

   • Commissioning Reports of Major Equipment Installs / Commissioning Tests​

   • Building System Surveys / Equipment Inventories / Energy Audits

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Step 2 | Scan your building documents

Use a scan app, like Adobe Scan or the iPhone Notes app, to quickly scan documents with your phone. Email the files to yourself and save them to your computer. 

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Step 3 | Login

Look for the login button in the top right corner. Enter the email and password you used to register.

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Step 4 | Upload your building documents

1. Click your profile name now visible in the top right corner of the web page. ​

2. Click My BOCS in the dropdown menu.

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   3. Select Building Docs on the My BOCS page.

   4. Search for and click your facility's name in the Files list.

   5. Click                          to upload​

• Upload only Excel Spreadsheets, PDFs, JPEG/PNG images, and Word Documents.

• You will not be able to upload Google Drive files or links.

   6. Wait for a confirmation message to pop up at the top of the screen before exiting your folder. 

    Example:

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Step 5 | Install the BOCS​​​

Make sure that your BOCS device has been installed. You can find installation instruction here.​ 

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