SECTION ENERGY MANAGEMENT CONTROL SYSTEMS (EMCS)

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1 SECTION ENERGY MANAGEMENT CONTROL SYSTEMS (EMCS) PART 1 - GENERAL 1.1 SCOPE OF WORK A. The work covered by this section includes shop drawings, plans, equipment, labor, materials, engineering, technical supervision, programming, scheduling, and transportation as required for a fully operational (turn-key) Energy Management and Control System (EMCS). 1. The EMCS basic design by the Engineering Design Professional (EDP) consists of the Input/Output (I/O) Summary Point List, an EMCS Material List, control system schematics and wiring diagrams, and control sequences of operations, all shown on the drawings. 2. The EMCS vendor shall provide DDC controllers of sufficient I/O capacity to control the HVAC and miscellaneous equipment as specified by Mechanical and Electrical Drawings. The system shall have sufficient expansion capability to add future and/or existing equipment not covered by the project unless otherwise specified. Minimum of 35% spare systems controller capacity required. 3. Provide only EMCS software previously proven in earlier St. Johns County School District projects. The EMCS vendor shall maintain a library of this proven software for the Contractor s reference. All system graphics parameters and Eicon programming shall be integrated to the SJCSD existing Control Server Software. No exceptions. Placement of a separate standalone EMCS program is unacceptable and not permitted. Update existing software to latest edition. 4. The EMCS shall control all outside lighting circuits as shown on electrical drawings. Lighting contactors shall be provided and installed under Division 16 (Canopy, Parking Lot, Building Security, etc.) Provide hardware, relays and software as required to provide full control. 5. Smoke detectors and combination fire/smoke dampers and their associated control/interlock wiring are work of another section. However, they shall be interlocked with EMCS to deactivate systems when detectors or fire alarm system is activated. 6. Fiber optic cabling between buildings and installation of same shall be by work of another Division/Section and not the work of Control Contractor. EMCS Contractor shall provide terminations of fiber optic cable on EMCS control panel transceivers. Provide appropriate type fiber optic connectors for multimode fiber optic cable. EMCS Contractor shall furnish and install Fiber/Wire Repeaters where fiber leaves and enters respective buildings. 7. Float switches in auxiliary drain pans tied to EMCS for monitoring and shut down of associated AHU. Report as an alarm and identify device and system. 8. Remove existing HVAC controls in all buildings and replace with new DDC specified system. 9. EMCS Contractor shall provide laptop only of sufficient capacity with 35% future expansion and latest memory, speed, ROM, etc., features available as of the award date of this project. Coordinate with Owner for system compatibility. The basis of design is Automated Logic Controls. Acceptable alternates: Johnson Controls, Siemens, Invensys/TAC, Allerton Controls. B. The terms for the parties involved in the engineering, design, procurement and installation of the EMCS system are: 1. Owner: The St. Johns County School District (SJCSB). The Owner's contact is: St. Johns County School District, Facilities and New Construction; 3740 International Golf Parkway, Suite 200, St. Augustine, Florida (904) ; Attention: Paul Rose, Director. 2. Engineering Design Professional (EDP): The professional firm whose direct responsibility is the engineering design and construction administration of the EMCS system. This EDP may be the firm with whom the Owner has a Professional Agreement, or may be a subprofessional to the firm. Data on the firm is shown on the controls drawing. 3. EMCS Vendor: The vendor shall provide all Hardware, Software, other material, equipment, and labor required for a complete system, including all control devices, wire, conduit,

2 installation, start-up, commissioning and 1-year warranty, parts, installation and warranty labor and quarterly service under and as required by his contract. The EMCS Vendors are: a. Automated Logic. (Design Basis) (Latest Edition Software) b. Substitution shall meet prior approval section of specifications for authorization to bid work for this district. All others without such letter will be rejected. 4. Prime Contractor: The party with whom the Owner has a construction contract agreement for this project. The EMCS vendor shall bid directly to Prime Contractor. C. General Conditions, Supplementary Conditions, General Requirements, and other provisions and requirements of the contract documents apply to work of this Section, Energy Management and Control Systems. 1. Investigate all alternates, addenda and allowances as they relate to work of this Section. 2. All Section scope of work sections shall be considered to be integrated with each other and will be the responsibility of the Control Contractor. 3. Consider the terms "provide" and "install" as synonymous with "furnish and install". 4. Any and all questions about a Subcontractor's scope of work responsibility shall be addressed to and answered by the (General Contractor) (Construction Manager)(Prime Bidder). 5. The Control Contractor (EMCS Vendor) shall examine drawings relating to work of all trades and become fully informed as to extent and character of work required and its relation to all other work in the project. 6. Before submitting pricing, the Control Contractor shall visit the site and examine all adjoining existing buildings, equipment and space conditions on which his work is in any way dependent for the best workmanship and operation according to the intent of specifications and drawings. He shall report to the Engineer any condition that might prevent him from installing his equipment in the manner intended. 7. No consideration or allowance will be granted for failure to visit site, or for any alleged misunderstanding of materials to be furnished or work to be done. 1.2 SECTION St. Johns County School District Engineer Design Professional (EDP) General Contractor or Construction Manager (CM) Other Divisions 1 thru 14 Div. 15 Div. 16 Section (Controls Contractor)

3 Section Provides approved price to General Contractor for Contract award. All Section invoices to be submitted through General Contractor and approved by Engineer Design Professional (EDP) or Architect. Section will be operationally responsible to the General Contractor. Section is responsible for complete control installation (turn-key) and its functional operation. 1.3 QUALITY ASSURANCE A. EMCS Vendor s local office shall be responsible for all engineering, programming, and graphics on EMCS projects. Local office shall have capabilities to develop and modify any system engineering, system programming and graphics at the local vendor s office. All system graphics, parameters and programming shall be integrated to the existing SJCSD Automated Logic Web Server. B. The EMCS Vendor shall have local maintenance capabilities available within a 40-mile radius of St. Johns County. 1.4 CONTRACT DRAWINGS A. Examine all drawings and specifications carefully before submitting a bid. Architectural drawings (and existing conditions) take precedence over mechanical, automation or electrical drawings with reference to building construction. If discrepancies or conflicts occur between drawings, or between drawings and specifications, notify the Engineer immediately. If notification is received within adequate time, a change will be issued by addendum. B. For purposes of clearness and legibility, drawings are essentially diagrammatic and, although size and location of equipment are drawn to scale wherever possible, Contractor shall make use of all data in all of the contract documents and shall verify this information at the building site and assume total coordination responsibility. C. The drawings indicate required size and points of termination of pipes, conduits and ducts and suggest proper routes to conform to structure, avoid obstructions and preserve clearances. However, it is not intended that drawings indicate all necessary offsets, and it shall be the work of the Contractor to make the installation in such a manner as to conform to structure, avoid obstructions, preserve headroom and keep openings and passageways clear, without further instructions or cost to the Owner. D. Furnish, install and/or connect with appropriate services all items shown on any drawing or required for a fully operational and complete system without additional compensation. If not indicated on plans as to who is to provide and install and it is clearly an EMCS device, the EMCS Vendor shall provide and install. E. The drawings and specifications are complimentary; each to the other, and the work required by either shall be included in the Contract as if called for by both. F. If directed by the Engineer or Owner, the EMCS Vendor shall, without extra charge, make reasonable modifications in the layout as needed to prevent conflict with work of other trades or for proper execution of the overall work. G. Changes that are required or desired which are materially different from the obvious intent of the drawings or specifications will not be permitted except for those instances where it is necessary to avoid interferences and only where specifically approved by the Engineer

4 H. The Engineer reserves the right to make reasonable changes in location of all control equipment prior to roughing in and final placement. 1.5 CODE REQUIREMENTS AND STANDARDS A. Perform work in accordance with applicable statutes, ordinances, codes, and regulations of governmental authorities having jurisdiction. Applicable codes include the following: 1. American National Standards Institute (ANSI). 2. National Electrical Code (NEC). 3. National Electrical Manufacturers Association (NEMA). 4. National Fire Protection Association (NFPA). 5. Underwriters' Laboratories (UL). 6. Occupational Safety and Health Regulations (OSHA). 7. Local, State and National Codes, Standards and Ordinances. B. Resolve any code violation discovered in contract documents with the Engineer prior to award of the contract. After award of the contract, make any correction or addition necessary for compliance with applicable codes at no additional cost to Owner/Engineer. C. Where there is a conflict between the contract documents and an applicable "CODE", the "CODE" shall govern except where the requirements of the contract documents are more stringent; where there is a conflict between the contract drawings and the contract specifications, the most stringent shall govern. 1.6 PERMITS, FEES AND INSPECTIONS A. Obtain all permits, fees and systems inspections. B. Deliver all certificates of inspection issued by authorities having jurisdiction to the Engineer. 1.7 REFERENCE SPECIFICATIONS AND STANDARDS A. Materials which are specified by reference to Federal Specifications; ASTM, ASME, ANSI, or AWWA Specifications; Federal Standards; or other standard specifications must comply with latest editions, revisions, amendments or supplements in effect on date bids are received. Requirements in reference specifications and standards are minimum for all equipment, material and work. In instances where capacities, size or other feature of equipment, devices or materials exceed these minimums, meet listed or shown capacities. 1.8 SUPERVISION OF WORK A. Perform all work under the direct supervision of an experienced, qualified superintendent. The Engineer or the owner s representative has the right to remove a superintendent who, in his opinion, is not satisfactory. A qualified superintendent shall be on site whenever work is being performed on any aspect of the control or associated systems. The superintendent and installer shall not be one and the same without written approval from Owner and Engineer. 1.9 WORKMANSHIP A. Install materials and equipment in a professional manner. The Engineer or Owner s representative may direct replacement of items that, in his opinion, do not present a professional appearance. Replace or reinstall items at the expense of the ECMS Contractor. All conduit shall be hidden and routed plumb and perpendicular with building structure

5 1.10 CONNECTING TO WORK OF OTHERS A. Examine all work installed by others where it applies to work of Section Notify the Engineer if conditions exist which prevent satisfactory results. Start of work by the Contractor shall be construed as acceptance by him of all claims or questions as to suitability of the work of others to receive his work DAMAGE TO OTHER WORK AND PERSONNEL A. Adequately protect work, equipment, fixtures, and materials. At work completion, all work must be clean and in good condition. B. Carry insurance as prescribed by law and as required in this specification for protection of employees, other persons, materials and equipment on the building site. C. Contractor shall pay for all damages caused by his personnel, including his Subcontractors CUTTING AND PATCHING A. Cut and patch all walls, partitions, floors, pits and chases in wood and masonry as indicated or required by the contract documents or as directed by the Engineer. B. Obtain approval of Engineer prior to cutting of steel, wood or other structural member. C. Complete all necessary excavation and backfilling incidental to work of Section D. "Fire and Smoke Rated" Walls, Floors, Roofs and Ceilings. Where "rated" walls, floor, roofs and ceilings are penetrated or cut to install equipment, materials, devices, etc. the Contractor shall provide and install all materials required to re-establish the rating of the wall, floor, roof or ceiling to the satisfaction of the authority having jurisdiction. E. All buried conduit shall be a minimum of 18 inches deep or greater as indicated in other Specification Sections, Code, or Plans CLEANING A. The EMCS Vendor shall clean up all debris resulting from his/her activities daily. The contractor shall remove all cartons, containers, crates, etc., under his/her control as soon as their contents have been removed. Waste shall be collected and placed in a designated location. B. At the completion of work in any area, the contractor shall clean all work, equipment, etc., keeping it free from dust, dirt, and debris, etc. C. At the completion of work, all equipment furnished under this section shall be checked for paint damage, and any factory-finished paint that has been damaged shall be repaired to match the adjacent areas. Any cabinet or enclosure that has been deformed shall be replaced with new material and repainted to match the adjacent areas CONCEALED WORK A. Where the word "concealed" is used in connection with insulating, painting, piping, ducts, conduit, wiring and the like, the word is understood to mean hidden from sight as in chases, furred spaces or above suspended ceilings. "Exposed" is understood to mean open to view OBSTRUCTIONS

6 A. The drawings indicate certain information pertaining to surface and subsurface obstructions, which has been taken from available drawings. Such information is not guaranteed, however, as to accuracy of location or complete information. B. Before any cutting or trenching operations are begun, verify with Owner s Representative, utility companies, municipalities, and other interested parties that all available information has been provided. Verify locations given. C. Should obstruction be encountered, whether shown or not, alter routing of new work, reroute existing lines, remove obstruction where permitted, or otherwise perform whatever work is necessary to satisfy the purpose of the new work and leave existing services and structures in a satisfactory and serviceable condition. D. Assume total responsibility for and repair any damage to existing utilities or construction, whether or not such existing facilities are shown SPACE REQUIREMENTS A. Consider space limitations imposed by contiguous work in selection and location of equipment and material. Do not provide equipment or material that is not suitable in this respect MATERIALS AND EQUIPMENT A. Use new products the manufacturer is currently manufacturing and selling for use in new installations. Do not use this installation as a product test site unless explicitly approved in writing by Owner. Spare parts shall be available for at least five years after completion of this contract. B. Only manufacturer's products specified hereinafter or listed in an addendum, prior to the acceptance of bids, shall be furnished and installed under this contract SUBSTITUTIONS AND PRIOR APPROVAL A. No substitutions will be considered unless written request has been submitted and received by the Owners Representative at least ten (10) calendar days prior to the date for receipt of bids. Include information identical to shop drawing submittals with the request. B. Substitutions submitted after the prescribed time for prior approval will not be considered. C. All substitutes or alternate manufacturers' products must meet detailed specifications, size and arrangement of equipment specified. Equipment must fit allocated space. Only products equal to that specified will be considered. The Owner and/or Engineer have final authority in determining what is equal and approval must be in writing. D. If the approved substitution contains differences or omissions not specifically called to the attention of the Owners Representative, the Owners Representative reserves the right to require equal or similar features to be added to the substituted product at the Contractor's expense. E. Substitute system shall have letter of acceptance from the Owner/Engineer upon submission of bid. The letter shall be submitted with bid, but is only valid if prior approved be addenda. No exceptions ADDITIONAL WORK

7 A. Design is based on equipment as described in the drawings and specifications. Any change in foundation bases, electrical, wiring, conduit, connections, piping, controls, openings, etc. required by alternate equipment specified and submitted and approved shall be paid for by this Contractor. PART 2 - SHOP DRAWINGS 2.1 SUBMITTALS A. For all new installations, EMCS Vendor shall submit through the Contractor for EDP and Owner approval a complete list of equipment and materials, including product data sheets, description of program software and installation instructions, and shop drawings. Shop drawings shall contain complete wiring, routing and schematic diagrams and any other details required demonstrating that the system has been coordinated and will function properly. B. Shop drawings shall show layout and installation of all EMCS equipment, conduit, wire, and appurtenances. The EDP shall furnish the EMCS Vendor with one set of reproducible floor plans so that the EMCS Vendor may indicate locations of equipment. Equipment relationships to other parts of the work shall also be shown. C. The EMCS Vendor shall submit through the Contractor schematic wiring diagrams for each type of equipment being controlled. A sequence of operations shall accompany the schematic diagrams. The Contractor shall include shop drawings covering items for which he is responsible for providing such as input and control devices. These shop drawings shall be added to those provided by the EMCS Vendor so that EMCS shop drawings that are submitted for approval are complete in every respect. The Contractor shall retain two (2) sets of approved Shop Drawings. D. Submit seven copies of the manufacturer's printed specifications and shop drawings for each item. Include the following information - dimensions; electrical characteristics; materials of construction; finish; guarantee; other information deemed necessary by the manufacturer. E. Control drawings with detailed ACAD piping and wiring diagrams, including bill of material and description of operation for all systems. Control drawings shall be a minimum of 11" X 17" in size. Installation/layout drawings shall be generated using the current revision of AutoCAD. F. Provide a letter certifying that all equipment submitted complies with the contract documents and will physically fit in the space allocated. G. Shop drawings shall be submitted. Indicate by approved signed stamp that the drawings have been checked, that the work shown on the drawings is in accordance with contract requirements and that dimensions and relationship with work of other trades have been checked. If drawings are submitted for approval that have not been checked and signed by the Contractor, they will be returned for checking before being considered by the Engineer. Each shop drawing submitted shall indicate the submittal number. 2.2 FINAL SUBMITTALS A. In addition to number of copies of shop drawings and other data required for review submittals, maintain a separate file of final approved copies of such material. Deliver approved copies in a hard-back binder for the Owner's use. Incorporate changes and revisions made throughout construction period. Delivery of approved copies is a condition of final acceptance for the project. 2.3 TRAINING AND INSTRUCTION A. EMCS Hardware: The Contractor shall provide the services of a technician who is familiar with the installed EMCS System and who can demonstrate to school maintenance personnel the

8 physical location, function and operation of all EMCS Hardware Units as well as maintenance and troubleshooting techniques that are specific to this installation. B. Instructions to Owner's Representative Personnel: Provide the services of competent instructors who will give full instruction to designated personnel in the operation and maintenance of the Control System. Orient the training specifically to the system installed. Instructors shall be thoroughly familiar with the subject matter they are to teach. C. Provide a training manual for each student at each training phase that describes in detail the data included in each training program. Provide one additional copy for archiving. D. Provide three (3) training sessions of four (4) hours each of training on-site at a time and place determined by the Owner. 2.4 OPERATING AND MAINTENANCE MANUALS AND DOCUMENTATION A. The EMCS Vendor shall provide to the Contractor two (2) site-specific operation and maintenance manuals on equipment and software provided by the EMCS Vendor. These manuals shall include start-up procedures, failure and recovery procedures, preventative maintenance procedures, custom software descriptions, sequence of operations, system access requirements, etc. Copies of as-built control and schematic wiring diagrams for each type of equipment and floor plan drawings showing the as-built physical location of EMCS hardware and routing of conduit and wiring shall be contained in each manual. B. The Contractor shall promptly supply the EMCS Vendor with information necessary to show the true as-built conditions. The Contractor shall be responsible for including operations and maintenance documents covering items, which he is responsible for providing such as input and control devices. These documents shall be added to those provided to the Contractor by the EMCS Vendor. C. The Contractor shall be responsible for coordinating operations and maintenance documents in order that the two (2) manuals and one (1) set of electronic media on compact disk which are submitted for approval are complete in every respect, with one copy to be provided to the EDP. The EMCS vendor shall provide one (1) copy directly to the appropriate maintenance zone. 2.5 INSTRUCTIONS A. Included within the scope of Section is work where equipment and/or materials are furnished or required by this Division and installed under another Division (designated by the Contractor). It is the responsibility of the Contractor to see that all such work is included in the contract bid amount and completed during construction. B. All control wiring and conduit for HVAC equipment shall be furnished and installed under Section 15910, except where otherwise noted. 2.6 PRODUCT DELIVERY, STORAGE AND HANDLING A. Deliver and store equipment and products in factory wrapped packages that properly protect equipment against weather, dirt and damage. All storage shall be in a Contractor-secured area. B. Handle equipment carefully to avoid damage to motors, components, enclosures and finish. Do not install damaged units; replace and return damaged units to manufacturer. Any item with defaced sheet-metal, fins, boxes or other such nomenclature shall be considered damaged products and will not be accepted for installation

9 PART 3 - PRODUCTS 3.1 EMCS HARDWARE UNITS A. Command Gateway Ethernet Routers: Command Routers shall be provided as networking standalone energy management system enclosed in a Condition Rated (per Code) NEMA enclosure containing a micro-computer with a 32-bit power PC microprocessor with cache memory, 32-bit communication co-processor and I/O expansion CAN processor, network communication ports including a third party communication port sized for the equipment being supported, power supplies, ten year battery backup with 720 continuous operation and necessary software. B. Controller Units: Command Units shall be connected to Controller Units with sufficient points to provide the control and monitoring required for the equipment and devices assigned to them. Controller Units may be integral with Command Units or may be stand-alone modules connected to a Command Unit. No more than one controller unit shall be used to control a single piece of equipment. Provide one controller per system; i.e. AHU and pump, boiler and pump, chiller and pump, etc. C. Interface Units: Interface units shall be provided as necessary and required to permit data communication to Operator's Units located within the local transmission range of the LAN and shall permit transmission, via appropriate modem and telephone line, to Operator's Units located off-site. D. Third Party Interface Units: Provide all as required, third party interface portals capable of communication with other manufacturers equipment such as chillers, package energy recovery units, switchgear, lighting, boilers, VFD s etc. Communication shall be BACnet over ARCNET or MSTP, Modbus, N2, Lonworks, or other protocol as may be required. E. Operator's Units: As an interface device, an operator shall be able to communicate from a Portable Operator Unit, a Central Operator Unit, a Hand-held Operator Unit or any other web browser; i.e. iphone3g. Provide new laptop computer with capacity to monitor and house all SJCSB EMCS programs/software, graphics of all systems, alarms, etc., equal to the centrally located server. Basis of bid shall be Dell VOSTRO 1510 or greater. For all new installations, the EMCS Vendor shall provide fully developed user-friendly graphics software, customized for the project, for operation on the Owner's Portable Operator Units and Central Operator Units. 3.2 COMMUNICATION A. Control products, communication media, connectors, repeaters, hubs, and routers shall comprise a BACnet internetwork. Controller and operator interface communication shall conform to ASHRAE/ANSI Standard , BACnet. Control LAN shall be BACnet over ARCNET. B. Use existing Ethernet backbone for network segments marked "existing" on project drawings. C. Controllers shall have the ability to communicate on a standard modem connection if the school does not have an existing or access to school boards network. D. Each controller shall have a communication port for temporary connection to a laptop computer or other operator interface. Connection shall support memory downloads and other commissioning and troubleshooting operations. E. Internetwork operator interface and value passing shall be transparent to internetwork architecture

10 1. An operator interface connected to a controller shall allow the operator to interface with each internetwork controller as if directly connected. Controller information such as data, status, and control algorithms shall be viewable and editable from each internetwork controller. 2. Inputs, outputs, and control variables used to integrate control strategies across multiple controllers shall be readable by each controller on the internetwork. Program and test all cross-controller links required to execute control strategies specified in Section Appendix A. An authorized operator shall be able to edit cross-controller links by typing a standard object address or by using a point-and-click interface. F. Controllers with real-time clocks shall use the BACnet Time Synchronization service. System shall automatically synchronize system clocks daily from an operator-designated controller via the internetwork. If applicable, system shall automatically adjust for daylight saving and standard time. G. System shall be expandable to at least twice the required input and output objects with additional controllers, associated devices, and wiring. Expansion shall not require operator interface hardware additions or software revisions. 3.3 OPERATOR INTERFACE (Web Server is Existing) A. Operator Interface. Web server shall reside on high-speed network with building controllers. Each standard browser connected to server shall be able to access all system information. B. Communication. Web server or workstation and controllers shall communicate using BACnet protocol. Web server or workstation and control network backbone shall communicate using ISO (Ethernet) Data Link/Physical layer protocol and BACnet/IP addressing as specified in ASHRAE/ANSI , BACnet Annex J. C. Hardware. Each workstation or web server shall consist of the following: 1. Hardware Base. Industry-standard hardware shall meet or exceed DDC system manufacturer's recommended specifications. Hard disk shall have sufficient memory to store system software, one year of data for trended points and a system database at least twice the size of the existing database at system acceptance. Configure computers and network connections if multiple computers are required to meet specified memory and performance. Web server or workstations shall be approved by the St. Johns County School Technology Division. 2. Workstation shall consist of a color monitor, personal computer and a printer. The latest manufacturer approved platform at the time of project activation. 3. The display provided for system operation shall have a diagonal screen measurement of no less than 19 and a minimum display resolution of no less than 1280 X 1024 pixels noninterlaced. Separate controls shall be provided for color, contrasts and brightness. The screen shall be non-reflective. 4. Provide a printer at each workstation location for recording alarms, operator transactions and systems reports. D. Operator Functions. Operator interface shall allow each authorized operator to execute the following functions as a minimum: 1. Log In and Log Out. System shall require user name and password to log in to operator interface. 2. Point-and-click Navigation. Operator interface shall be graphically based and shall allow operators to access graphics for equipment and geographic areas using point-and-click navigation. 3. View and Adjust Equipment Properties. Operators shall be able to view controlled equipment status and to adjust operating parameters such as setpoints, PID gains, on and off controls, and sensor calibration

11 4. View and Adjust Operating Schedules. Operators shall be able to view scheduled operating hours of each schedulable piece of equipment on a weekly or monthly calendar-based graphical schedule display, to select and adjust each schedule and time period, and to simultaneously schedule related equipment. System shall clearly show exception schedules and holidays on the schedule display. 5. View and Respond to Alarms. Operators shall be able to view a list of currently active system alarms, to acknowledge each alarm, and to clear (delete) unneeded alarms. 6. View and Configure Trends. Operators shall be able to view a trend graph of each trended point and to edit graph configuration to display a specific time period or data range. Operator shall be able to create custom trend graphs to display on the same page data from multiple trended points. 7. View and Configure Reports. Operators shall be able to run preconfigured reports, to view report results, and to customize report configuration to show data of interest. 8. Manage Control System Hardware. Operators shall be able to view controller status, to restart (reboot) each controller, and to download new control software to each controller. 9. Manage Operator Access. Typically, only a few operators are authorized to manage operator access. Authorized operators shall be able to view a list of operators with system access and of functions they can perform while logged in. Operators shall be able to add operators, to delete operators, and to edit operator function authorization. Operator shall be able to authorize each operator function separately. E. System Software 1. Operating System. Web server or workstation shall have an industry-standard professionalgrade operating system. Acceptable systems include Microsoft Windows 2000 Pro or later version. 2. System Graphics. Operator interface shall be graphically based and shall include at least one graphic per piece of equipment or occupied zone, graphics for each chilled water and hot water system, and graphics that summarize conditions on each floor of each building included in this contract. Indicate thermal comfort on floor plan summary graphics using dynamic colors to represent zone temperature relative to zone setpoint. 3. Functionality. Graphics shall allow operator to monitor system status, to view a summary of the most important data for each controlled zone or piece of equipment, to use point-and-click navigation between zones or equipment, and to edit setpoints and other specified parameters. a. Animation. Graphics shall be able to animate by displaying different image files for changed object status. b. Alarm Indication. Indicate areas or equipment in an alarm condition using color or other visual indicator. c. Format. Graphics shall be saved in an industry-standard format such as BMP, JPEG, or GIF. Web-based system graphics shall be viewable on browsers compatible with World Wide Web Consortium browser standards. Web graphic format shall require no plug-in (such as HTML and JavaScript) or shall require widely available no-cost plug-ins (such as Active-X and Macromedia Flash). F. System Tools: System shall provide the following functionality to authorized operators as an integral part of the operator interface or as stand-alone software programs. If furnished as part of the interface, the tool shall be available from each workstation or web browser interface. If furnished as a stand-alone program, software shall be installable on standard IBM-compatible PCs with no limit on the number of copies that can be installed under the system license. 1. Automatic System Database Configuration. Each workstation or web server shall store on its hard disk a copy of the current system database, including controller firmware and software. Stored database shall be automatically updated with each system configuration or controller firmware or software change. 2. Controller Memory Download. Operators shall be able to download memory from the system database to each controller

12 3. System Configuration. Operators shall be able to configure the system. 4. Online Help. Context-sensitive online help for each tool shall assist operators in operating and editing the system. 5. Security. System shall require a user name and password to view, edit, add, or delete data. a. Operator Access. Each user name and password combination shall define accessible viewing, editing, adding, and deleting functions in each system application, editor, and object. b. Automatic Log Out. Automatically log out each operator if no keyboard or mouse activity is detected. Operators shall be able to adjust automatic log out delay. c. Encrypted Security Data. Store system security data including operator passwords in an encrypted format. System shall not display operator passwords. 6. System Diagnostics. System shall automatically monitor controller and I/O point operation. System shall annunciate controller failure and I/O point locking (manual overriding to a fixed value). 7. Alarm Processing. System input and status objects shall be configurable to alarm on departing from and on returning to normal state. Operator shall be able to enable or disable each alarm and to configure alarm limits, alarm limit differentials, alarm states, and alarm reactions for each system object. Configure and enable alarm points as specified in Section Appendix A (Sequences of Operation). Alarms shall be BACnet alarm objects and shall use BACnet alarm services. 8. Alarm Messages. Alarm messages shall use an English language descriptor without acronyms or mnemonics to describe alarm source, location, and nature. 9. Alarm Reactions. Operator shall be able to configure (by object) actions workstation or web server shall initiate on receipt of each alarm. As a minimum, workstation or web server shall be able to log, print, start programs, display messages, send , send page, and audibly annunciate. 10. Alarm Maintenance. Operators shall be able to view system alarms and changes of state chronologically, to acknowledge and delete alarms, and to archive closed alarms to the workstation or web server hard disk from each workstation or web browser interface. 11. Trend Configuration. Operator shall be able to configure trend sample or change of value (COV) interval, start time, and stop time for each system data object and shall be able to retrieve data for use in spreadsheets and standard database programs. Controller shall sample and store trend data and shall be able to archive data to the hard disk. Configure trends as Sequences of Operation and point schedules on drawings. Trends shall be BACnet trend objects. All I/O points shall constantly be trended and shall be easily selected, configured and viewed as needed by system operator. 12. Object and Property Status and Control. Operator shall be able to view, and to edit if applicable, the status of each system object and property by menu, on graphics, or through custom programs. 13. Reports and Logs. Operator shall be able to select, to modify, to create, and to print reports and logs. Operator shall be able to store report data in a format accessible by standard spreadsheet and word processing programs. 14. Standard Reports. Furnish the following standard system reports: a. Objects. System objects and current values filtered by object type, by status (in alarm, locked, normal), by equipment, by geographic location, or by combination of filter criteria. b. Alarm Summary. Current alarms and closed alarms. System shall retain closed alarms for an adjustable period. c. Logs. System shall log the following to a database or text file and shall retain data for an adjustable period: 1) Alarm History. 2) Trend Data. Operator shall be able to select trends to be logged. 3) Operator Activity. At a minimum, system shall log operator log in and log out, control parameter changes, schedule changes, and alarm acknowledgment and deletion. System shall date and time stamp logged activity

13 15. Energy Reports: Operator shall develop custom energy reports by utilizing the trending capabilities for metering energy consumption, electric, water and gas. Reports shall incorporate occupied and unoccupied usage, cooling and heating degree days, low-mediumhigh data and benchmark data for comparison. Reports can be in Adobe Acrobat or Microsoft Excel with integrated Report Manager for scheduling reports on a monthly, quarterly and/or yearly basis. Provide necessary programming and equipment as required to accomplish task. 16. Custom Reports. Operator shall be able to create custom reports that retrieve data, including archived trend data, from the system, that analyze data using common algebraic calculations, and that present results in tabular or graphical format. Reports shall be launched from the operator interface. 17. Graphics Generation. Graphically based tools and documentation shall allow Operator to edit system graphics, to create graphics, and to integrate graphics into the system. Operator shall be able to add analog and binary values, dynamic text, static text, and animation files to a background graphic using a mouse. 18. Floor plan graphics for a building or air handler zone shall show exterior and interior walls, F.I.S.H. space numbers, indicate the boundaries of all heating and cooling zones throughout the building, and provide a visual display of actual space temperatures and their respective setpoints. Locations of space sensors shall be shown for each zone. A range of colors shall provide a visual and dynamic (auto-updated) display of temperatures relative to setpoints. Floor plan graphics shall indicate the locations of major equipment such as central air handling units and a central plant with descriptors (AH-3 for example). From the floor plan graphic, an operator shall be able to easily bring up mechanical system graphics of monitored and controlled components (variable air volume terminals, air handling units or the central plant for example), which serve the areas depicted on the floor plan graphic. 19. The EMCS Vendor will be provided AutoCAD floor plan files for all new installations that have been developed by the architect/engineer or NCSD Facilities staff. However, these Auto-Cad files must be "cleaned up" to make them suitable for EMCS system application. Alternatively, floor plan blueprints may be provided to the EMCS Vendor for use in developing floor plan graphics. 20. Graphics Library. Complete library of standard HVAC equipment graphics shall include equipment such as chillers, boilers, air handlers, terminals, fan coils, and unit ventilators. Library shall include standard symbols for other equipment including fans, pumps, coils, valves, piping, dampers, and ductwork. Library graphic file format shall be compatible with graphics generation tools. 21. Custom Application Programming. Operator shall be able to create, edit, debug, and download custom programs. System shall be fully operable while custom programs are edited, compiled, and downloaded. Programming language shall have the following features: a. Language. Language shall be graphically based or English language oriented. If graphically based, language shall use function blocks arranged in a logic diagram that clearly shows control logic flow. Function blocks shall directly provide functions listed below, and operators shall be able to create custom or compound function blocks. If English language oriented, language shall be based on the syntax of BASIC, FORTRAN, C, or PASCAL, and shall allow for free-form programming that is not column-oriented or "fill-in-the-blanks." b. Programming Environment. Tool shall provide a full-screen, cursor-and-mouse-driven programming environment that incorporates word processing features such as cut and paste. Operators shall be able to insert, add, modify, and delete custom programming code, and to copy blocks of code to a file library for reuse in other control programs. c. Independent Program Modules. Operator shall be able to develop independently executing program modules that can disable, enable and exchange data with other program modules. d. Debugging and Simulation. Operator shall be able to step through the program observing intermediate values and results. Operator shall be able to adjust input variables to simulate actual operating conditions. Operator shall be able to adjust each step's time

14 increment to observe operation of delays, integrators, and other time-sensitive control logic. Debugger shall provide error messages for syntax and for execution errors. e. Conditional Statements. Operator shall be able to program conditional logic using compound Boolean (AND, OR, and NOT) and relational (EQUAL, LESS THAN, GREATER THAN, NOT EQUAL) comparisons. f. Mathematical Functions. Language shall support floating-point addition, subtraction, multiplication, division, and square root operations, as well as absolute value calculation and programmatic selection of minimum and maximum values from a list of values. g. Variables: Operator shall be able to use variable values in program conditional statements and mathematical functions. 1) Time Variables. Operator shall be able to use predefined variables to represent time of day, day of the week, month of the year, and date. Other predefined variables or simple control logic shall provide elapsed time in seconds, minutes, hours, and days. Operator shall be able to start, stop, and reset elapsed time variables using the program language. 2) System Variables. Operator shall be able to use predefined variables to represent status and results of Controller Software and shall be able to enable, disable, and change setpoints of Controller Software as described in Controller Software section. G. Environmental Indexing: Provide the required programming and software to indicate the Environmental Index of each zone balancing energy efficiency and comfort. The index is expressed in percentage reflecting how close the zone temperature is to the effective heating and cooling setpoints. It shall be indicated by an analog graphic gauge using red segments to indicate poor environments, graduating to green as conditions improve and the index begins to approach 100%. Humidity and CO 2 (zone or return air) shall also be incorporated if the points are available. This index shall also be trended during both occupied and unoccupied times. H. Portable Operator's Terminal. Provide all necessary software to configure an IBM-compatible laptop computer for use as a Portable Operator's Terminal. Operator shall be able to connect configured Terminal to the system network or directly to each controller for programming, setting up, and troubleshooting. 3.4 CONTROLLER SOFTWARE A. Building and energy management application software shall reside and operate in system controllers. Applications shall be editable through operator workstation, web browser interface, or engineering workstation. B. Scheduling. System shall provide the following schedule options as a minimum: 1. Weekly. Provide separate schedules for each day of the week. Each schedule shall be able to include up to 5 occupied periods (5 start-stop pairs or 10 events). 2. Exception. Operator shall be able to designate an exception schedule for each of the next 365 days. After an exception schedule has executed, system shall discard and replace exception schedule with standard schedule for that day of the week. 3. Holiday. Operator shall be able to define 24 special or holiday schedules of varying length on a scheduling calendar that repeats each year. C. System Coordination. Operator shall be able to group related equipment based on function and location and to use these groups for scheduling and other applications. D. Remote Communication. System shall automatically contact operator workstation or server on receipt of critical alarms. If no network connection is available, system shall use a modem connection. E. Demand Limiting

15 1. System shall monitor building power consumption from building power meter pulse generator signals or from building feeder line watt transducer or current transformer, where shown. 2. When power consumption exceeds adjustable levels, system shall automatically adjust setpoints, de-energize low-priority equipment, and take other programmatic actions to reduce demand as specified in Sequences of Operation. When demand drops below adjustable levels, system shall restore loads as specified. F. Maintenance Management. System shall generate maintenance alarms when equipment exceeds adjustable runtime, equipment starts, or performance limits. Configure and enable maintenance alarms as specified in Sequences of Operation. G. Sequencing. Application software shall sequence chillers, boilers, and pumps as specified in Sequences of Operation. H. PID Control. System shall provide direct- and reverse-acting PID (proportional-integral-derivative) algorithms. Each algorithm shall have anti-windup and selectable controlled variable, setpoint, and PID gains. Each algorithm shall calculate a time-varying analog value that can be used to position an output or to stage a series of outputs. I. Staggered Start. System shall stagger controlled equipment restart after power outage. Operator shall be able to adjust equipment restart order and time delay between equipment restarts. J. Energy Calculations. 1. System shall accumulate and convert instantaneous power (kw) or flow rates (L/s [gpm]) to energy usage data. 2. System shall calculate a sliding-window average (rolling average). Operator shall be able to adjust window interval to 15 minutes, 30 minutes, or 60 minutes. 3. System shall calculate a fixed-window average. Window interval start shall be defined by utility meter digital input signal to synchronize system's and utility's fixed-window averages. 4. Provide meters, flow measuring devices, etc. in systems to allow all specified calculations. K. Anti-Short Cycling. Binary output objects shall be protected from short cycling by means of adjustable minimum on-time and off-time settings. L. On and Off Control with Differential. System shall provide direct- and reverse-acting on and off algorithms with adjustable differential to cycle a binary output based on a controlled variable and setpoint. M. Runtime Totalization. System shall provide an algorithm that can totalize runtime for each binary input and output. Operator shall be able to enable runtime alarm based on exceeded adjustable runtime limit. Configure and enable runtime totalization and alarms as specified in Sequence of Operations. N. Trending: All I/O points shall automatically be trended with a factory default setting modified locally of five days, 1,440 samples at five minute intervals per I/O point. 3.5 CONTROLLERS A. BACnet 1. Building Controller/Gateway BACnet Routers (BCs). Each BC shall have demonstrated interoperability during at least one BMA Interoperability Workshop and shall substantially conform to BACnet Building Controller (B-BC) device profile as specified in ASHRAE/ANSI , BACnet Annex L. 2. Advanced Application Controllers for Multi-Equipment and Single-Equipment Applications (AACs). Each AAC shall have demonstrated interoperability during at least one BMA

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