SECTION ENERGY MANAGEMENT SYSTEM (EMS)

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1 SECTION ENERGY MANAGEMENT SYSTEM (EMS) PART 1 GENERAL 1.01 SUMMARY A. Section Includes: The energy management system (EMS) including the following major subsystems: HVAC temperature controls, HVAC automation, and lighting automation. B. Related Sections: Vibration Isolation Piping (HVAC) Valves, Hangers, and Specialties Ductwork Duct Accessories Tests (HVAC) Motor Power and Control Wiring Fire Alarm and Detection System DEFINITIONS A. The EMS Contractor, hereinafter referred to as the Contractor shall provide equipment, installation materials, labor, and accessories necessary for a complete, integrated, operational system SUBMITTALS A. Submit manufacturer's literature for proposed equipment, materials, and software showing performance specifications, dimensions, and installation instructions. B. Submit detailed shop drawings showing proposed equipment locations, control sequences, raceway routing, grounding requirements, interconnections, and special instructions. Wiring shall be clearly shown with terminations occurring on labeled terminal strips. C. Submit a list of equipment for which spare parts shall be provided as specified in this section. D. Furnish to electrical contractor wiring diagrams and wire runs specified in Division 16. E. Substantial Completion Submittal Requirements: Upon Project No. SPECIFICATION GUIDELINES

2 substantial completion, provide the Board with the following: 1. Record drawings: 6 sets. 2. Record sepias and AutoCAD compatible disk. 3. Manufacturer's maintenance and repair instructions (6 sets) including troubleshooting instructions and schematic diagrams for system components. 4. A list of recommended spare parts with current prices at the time of bid submittal. 5. Special tools (2 each) as required to perform maintenance, calibration and repairs. 6. Diagnostics and maintenance software as required to perform maintenance and repairs. 7. Spare parts: 10 percent (minimum one unit) of the total installed for the following components: fuses, temperature sensors, humidity sensors and transducers, plug-in and remote relays, and any other sensors used. F. The Contractor shall satisfy additional project completion requirements as specified elsewhere. G. Any manufacturer that considers any of the above requirements to be proprietary shall be unacceptable QUALITY ASSURANCE A. Components of the EMS, temperature control, and lighting control systems shall be supplied by one manufacturer. B. Any equipment, device, system component, or part provided or installed by contractor containing or using date processing shall be Year 2000 (Y2K) compliant. Before substantial completion, contractor shall provide a manufacturers statement of Year 2000 compliance and manufacturers and contractors warranty against daterelated failures. C. Submit proof of having a local office within a 50-mile radius of the job site. This office shall be staffed with factory trained engineers fully capable of rendering training, instruction, and routine/emergency maintenance service on system components. D. Submit proof of having a minimum of 5 years successful history in design, installation, and ongoing support of Facility Management Systems similar in performance and scope as specified. Project No. SPECIFICATION GUIDELINES

3 E. Electric Wiring: 1. All electric wiring concerning the EMS and controls system shall be provided by the EMS Contractor under this Section. 2. The term wiring, shall include furnishing of wire, conduit, miscellaneous materials and labor as required for mounting and connecting EMS and electrical control devices except as specifically noted otherwise. 3. The EMS Contractor shall be responsible for calibration and proper functioning of EMS and electric control devices furnished under this section WARRANTY A. Furnish copies to the Board of guarantees for equipment or materials as specified in Instructions to Bidders and General Conditions. B. Components, parts, and assemblies furnished and installed by the manufacturer's representative or distributer shall be warranted for 1 year after substantial completion, in writing, against defects in materials and labor. C. The Contractor shall respond to routine warranty service requests by completing repairs within 24 hours of service request by the Board. D. The Contractor shall respond to emergency warranty service requests with the arrival of service technician at affected site within 4 hours of notification of emergency. Repairs shall be expedited to bring system online as soon as possible. Emergencies include, but are not limited to failures of controls and any other component causing system failure. E. If problem is not correctable within specified time frames, the Contractor shall provide in writing an expected completion date to the Board. F. Inspections at End of Warranty: 1. At the end of the 1 year general warranty period, the Board will decide if the warranty items cited during the course of the warranty period have been completed to the satisfaction of the Board. 2. Meet on-site with M-DCPS Warranty Section before the end of the 1 year warranty period and address unresolved warranty items to the satisfaction of the Project No. SPECIFICATION GUIDELINES

4 Board MAINTENANCE A. Provide a 3-year comprehensive service and repair contract to cover the components of the complete system. PART 2 PRODUCTS 2.01 MANUFACTURERS A. Energy Management Systems/Components: 1. Andover. 2. Barber Coleman Carrier. Honeywell, Inc. 5. Johnson Controls. 6. Landis Gyr/Steafa. 7. Robert Shaw/Seibe. 8. Trane EQUIPMENT A. The energy management, HVAC controls, and lighting automation system shall be integrated using direct digital control (DDC) technology. B. The system provided shall be microprocessor based and include a central control station, a field control station, standalone field/unitary control processors and all necessary components (software and hardware) for a fully integrated, functional system. C. Provide equipment with adequate (see Miscellaneous Provisions paragraph in this section) protection from electrical transients and power line fluctuations. D. Provide equipment with an internal auxiliary power source capable of maintaining the contents of system parameters stored in volatile memory (eg. RAM memory) for at least 48 hours upon power interruption. E. Provide equipment, software, and instructions necessary for the Board's reprogramming of any system parameters resident in non-volatile memory (eg. EPROM, EEPROM, magnetic media, etc.). For those systems using custom software programming, instructions and documentation shall be provided. Project No. SPECIFICATION GUIDELINES

5 F. Bidirectional communications (memory loading and storing) between the central control station and field control processors shall occur via dial-up data communications lines to be provided by the Board. Systems requiring dedicated lines or continuous communications are unacceptable. G. The Field Control Station and Field/Unitary Control Processors: 1. Interconnected via a multiplex communications trunk. 2. Systems using building power wiring for EMS communications/control are unacceptable. H. Miscellaneous Provisions: Electrical Transient Protection shall be provided for equipment according to the following: 1. Telephone Line: Northern Technologies, Inc., Spokane, WA, Model No.TCS-RJ-11 at the connection of all equipment to a telephone circuit. 2. Power Line: a. Northern Technologies, Inc. Model TCS-20HW. b. Device shall be installed at equipment to be protected inside a metal enclosure and connected to earth ground with one #6 AWG (minimum) wire in an isolated conduit. 3. Coaxial Lines (if applicable): General Semiconductor Industries, Inc. No.CX12 at each end of coaxial lines over 20 feet in length. 4. Data Line (for RS232 lines): Northern Technologies, Inc. Model TCS-RS-232C. 5. EMS Control Lines (At each end of the cables): 2.03 COMPONENTS a. For DC lines below 13 VDC Northern Technologies, Inc. Model Dlp-41. b. For DC lines between 13 VDC and 25 VDC, and for AC lines below 16 VAC Northern Technologies, Inc. Model No.DLP-42. c. For higher voltages, contact Northern Technologies, Inc. for model number. Project No. SPECIFICATION GUIDELINES

6 A. The central control station includes but is not limited to: 1. An IBM or compatible Pentium 2, 300 MHZ or faster microcomputer equipped with a minimum 1 gigabyte fixed disk drive, 64 megabyte RAM, one 3-1/2" 1.44 M-byte floppy disk drive, 56KV.90 modem, current version PC-DOS/ MS-DOS operating system (Version 5.0 or higher). 2. IBM VGA compatible super high resolution 15 inch color monitor (1024 x 768 lines, 256 color, 1 MB, 0.28 DP). 3. System Printer, 80 column, 240 cps. 4. Accessories and software shall accomplish, but not limited to, the following: a. Full color graphics monitoring and command of remote sites. b. Digital and analog data monitoring and command. c. Time and event programming. d. Duty cycle programming. e. Power demand limiting. f. Chiller optimization. g. Optimum start/stop programming. h. Bidirectional loading/storage of field/unitary control processors' operating system and data file programs. i. System logs to include but not limited to: Points, Alarms, Trend, Power Demand, Start/Stop, Energy, etc. j. Auto dial/answer for polling field control processors and responding to alarms. k. Historical database creation and updating of system points for archival purposes and graphic display. B. The field control processor includes, but is not limited to, the following: 1. A standalone microprocessor based control unit that: a. Shall not require communications with any other device to execute EMS programs and other control functions. b. Shall communicate with other EMS devices on a single multiplexed (twisted pair) communications trunk for remote programming, reporting and alarm annunciation. c. Shall contain software, programs, and parameters resident in the field control processor in non-volatile memory. Project No. SPECIFICATION GUIDELINES

7 2. A modular, analog input/output panel with provisions for at least 25 percent expandability in analog points. 3. A modular, digital input/output panel with provisions for at least 25 percent expandability in digital points. 4. Sensors, relays, and accessories to accomplish, but not limited to, the following functions: a. Start/stop control of HVAC equipment including: chillers, pumps, cooling tower fans (slow/fast), ventilation and exhaust fans, and other equipment as described in the EMS Input/Output summary. b. Modulating control (analog output) of HVAC equipment including: chilled and condenser water valves, control dampers, pumps, fans and other equipment as described in the EMS Input/Output summary. c. Positive digital status (on/off) monitoring of HVAC equipment including: chillers, pumps, cooling tower fans (slow/fast), ventilation and exhaust fans, and other points as described in the EMS Input/ Output summary. d. Analog status monitoring of HVAC system parameters including: chilled and condenser water temperatures and PH, outside air temperature and relative humidity, indoor space temperatures and relative humidity, and other points as described in the EMS Input/Output summary. e. On/Off, fail-safe control of exterior and common area (cafeteria, auditorium, gymnasium, hallways, etc.) lighting circuits. f. Two (east and west orientation) photoelectric light level sensor for EMS control of outdoor lighting circuits. g. Four discrete digital inputs for the following points: Burglar alarm system status (secure/ access) and common alarm, fire alarm system status (normal/trouble) and common alarm. C. The unitary control processor includes, but is not limited to, the following: 1. A standalone microprocessor based control unit. a. Unit shall not require communications with any other device to execute EMS programs and other control functions. b. Unit shall communicate with other EMS devices on a single multiplexed (twisted pair) communications Project No. SPECIFICATION GUIDELINES

8 trunk for remote programming, reporting and alarm annunciation. c. Software, programs and parameters shall be resident in the unitary control processor in non-volatile memory. 2. Analog input/output capability for monitoring/control of analog points for a specific HVAC component (e.g., AHU, Unit Ventilator, VAV Box, etc.) as indicated on the plans and in the EMS Input/Output Summary. 3. Digital input/output capability for monitoring/control of digital points for a specific HVAC component (e.g., AHU, unit ventilator, VAV Box, etc.) as described on the plans and in the EMS Input/Output Summary. 4. Sensors, relays, and accessories to accomplish, but not limited to, the following functions: a. Start/stop control (digital output) of HVAC equipment including: air handling units (AHUs), fan coil units (FCUs), unit ventilators (UVs), variable air volume (VAV) boxes, and other equipment as described in the EMS input/output summary. b. Modulating control (analog output) of HVAC equipment including: chilled water valves, control dampers, fans and other equipment as described in the EMS input/output summary. c. Positive digital status (on/off) monitoring of HVAC equipment including: AHU fans, FCUs, UVs, VAV boxes, heaters, ventilation and exhaust fans, and other points as described in the EMS Input/Output summary. d. Analog status monitoring of HVAC system parameters including: chilled water temperatures, indoor space temperatures and relative humidity, duct supply and return air temperatures, and other points as described in the EMS Input/Output Summary. D. The field control station includes, but is not limited to, the following: 1. On-line communications with field control processors and unitary control processors. 2. Accessories and software to accomplish but not limited to the following functions: a. Digital and analog data monitoring. b. Digital and analog command. c. Time and event programming. d. Duty cycle programming. Project No. SPECIFICATION GUIDELINES

9 e. Power demand limiting. f. Chiller optimization. g. Optimum start/stop programming. h. System Logs include but are not limited to: Points, Alarms, Trend, Power Demand, Start/Stop, Energy, etc. i. Holiday scheduling and programming (with at least one year advance holiday calendar). j. Daylight-saving time preprogramming. k. Auto dial/answer for polling of field control processors from central control station and for responding to alarms. l. Critical alarm (user definable) annunciation and processing. 3. The field control station shall be a portable device that can be disconnected when not in use, without affecting EMS operation. E. EMS Panel Enclosures: Constructed of 20 gage steel. Equip panel doors with locks and transparent windows for viewing displays. F. Provide a school energy control station for use by authorized on-site staff to temporarily energize HVAC and lighting loads controlled by the EMS. Station shall have the following features: 1. Provide momentary push buttons for temporary activation of designated loads and pilot light indication of their status. 2. Include in the station a site diagram identifying the temporary override zones with their corresponding button and pilot light. 3. Provide a key switch (with 6 keys) to enable/disable the school override station push buttons. Key is to be removable in the "disabled" position only. 4. Provide digital displays for outdoor air temperature and office air temperature. G. Communications: The following requirements shall apply to communications between the central control station and field/unitary control processors: 1. Communications shall occur on dial-up data communications lines (Bell USOC 1FB). 2. Modems provided under this contract shall comply with the following requirements: Project No. SPECIFICATION GUIDELINES

10 a. Data Format: Asynchronous, binary, serial. b. Data Rate: 300 bps/2400 bps. c. Modulation: 0 to to 2400 bps. d. Compatibility: 1) Bell 103, 0 to 300 bps 2) Bell 212A, 1200 to 2400 bps e. Operational Mode: 1) 2 wire direct connect 2) Full/Half duplex 3) Auto dial/answer 4) Touch tone/pulse f. Telephone Interface: RJ-11 g. Operating Controls: On/Off power switch h. Status Lights: 1) Auto Answer AA 2) Transmit TR 3) Receive RD 4) Carrier Detect CD 5) Off Hook OH 6) Terminal Ready TR 7) Modem Ready MR 8) High Speed HS i. Data Interface: RS-232, DB-25 connector. j. Communications Protocol: Hayes Smartmodem compatible. PART 3 EXECUTION 3.01 INSTALLATION A. Install the EMS according to the National Fire Protection Association (NFPA) Codes and Standards and State Requirements for Educational Facilities (SREF). B. The EMS checkout and testing procedures shall include tests for short circuits, ground faults, and continuity of wiring and components. C. Final connections and operational tests of EMS equipment shall be performed by a certified, factory trained technician employed by or under the direct supervision of Project No. SPECIFICATION GUIDELINES

11 the equipment manufacturer. D. EMS wiring shall be installed in strict compliance with manufacturer's instructions and diagrams. EMS wiring shall be installed in conduit. E. The Contractor shall be responsible for selection of proper control valves including line sizes, pressure rating, flow coefficient, shutoff rating, and allowable leakage factor. F. Control valves and wells shall be provided by the Contractor for installation under Division 15 (Mechanical Provisions) of this specification. G. The Contractor shall be responsible for the following: 1. Provide one 1/2" conduit with pull string from the field control panel to the main Southern Bell cable entry to the building. 2. Provide access to the field control panels for telephone company installation personnel. 3. Contact M-DCPS District Communication Management Center (DCOM) (305) at least five working days before the "need date" of the line. H. Special Instructions: 1. Central control station equipment shall be installed by the Contractor at the School Board Administration Building, 1450 N.E. 2nd Avenue Room 548. This installation shall be coordinated with M-DCPS Energy Programs Staff (phone # ). This equipment is not to be delivered to the school site. 2. The school override station shall be installed in the school administration area within view of the principal's office. Installation shall be flush mounted so that the temperature display appears at 5'-0" above finish floor. 3. The field control station and keys for the school override station are to be delivered to the Energy Programs staff. 4. Any substitutions or deviations from these specifications shall be approved in writing by M-DCPS Energy Programs staff FIELD QUALITY CONTROL A. Constant Volume Air Handling Units: Project No. SPECIFICATION GUIDELINES

12 1. AHU shall be energized from the unitary control processor (UCP). 2. Differential pressure and supply and return air temperature sensors shall provide feedback to the UCP. 3. Upon activation of either supply or return air smoke detectors the fan motor shall de-energize. 4. In addition, the fan motor shall be electrically interlocked with the fire alarm system. 5. Cooling Mode: As the return air temperature rises to the programmed setpoint the UPC shall, under direct digital control, modulate the face damper open and operate the 3-way, 2-position chilled water valve fully open. 6. Heating Mode (if so equipped): Changeover from cooling to heating shall occur automatically and with a deadband between modes. As the return air temperature falls to the programmed setpoint the EMS shall, under direct digital control, energize the electric duct heaters sequentially, in steps. B. Variable Air Volume Air Handling Units: 1. AHU shall be energized from the UCP. 2. Differential pressure, static pressure and supply and return air temperature sensors shall provide feedback to the UCP. 3. When AHU is started the UCP shall modulate the inlet vanes open until the static pressure setpoint is satisfied. 4. Upon activation of either supply or return air smoke detectors the fan motor shall de-energize. 5. In addition, the fan motor shall be electrically interlocked with the fire alarm system. 6. Cooling Mode: As the return air temperature rises to the programmed setpoint (78 degrees F.) the UCP shall, under DDC, modulate the chilled water valve open. 7. Heating Mode (if so equipped): Changeover from cooling to heating shall occur automatically and with a deadband between modes. As the return air temperature falls to the programmed setpoint (68 degrees F.) the EMS shall, under DDC, energize the electric duct heaters sequentially, in steps. C. Variable Air Volume Boxes: 1. Classrooms: a. Unit shall be energized by the wall mounted (OFF-AUTO) switch and interlocked with its Project No. SPECIFICATION GUIDELINES

13 corresponding AHU. b. An electric thermostat or UCP with its sensor in the return air steam shall modulate the VAV damper. c. When the AHU starts, the VAV damper shall modulate to its minimum open position. d. When the OFF-AUTO switch is in the AUTO position the VAV box shall modulate based on return air temperature. 2. Other Rooms and Common Areas: a. Unit shall be interlocked with its corresponding AHU. b. An electric thermostat or UCP with its sensor in the return air stream shall modulate the VAV damper. c. When the AHU starts, the VAV damper shall modulate to its minimum open position. d. When the OFF-AUTO switch is placed in the AUTO position, the VAV box shall modulate based on return air temperature. 3. Cooling Mode: a. As the return air temperature rises to the setpoint (78 degrees F.) the VAV damper shall modulate open. b. As the temperature falls below the cooling setpoint the damper shall remain at its minimum position. 4. Heating Mode (if so equipped): a. Changeover from cooling to heating shall occur automatically and have a deadband between modes. b. As the return air temperature falls below the setpoint (68 degrees F.) the electric duct heater shall sequentially energize in steps (if so equipped). D. Unit Ventilators: 1. Unit shall be energized by a wall mounted (OFF-AUTO) switch interlocked with the unitary control processor. 2. Supply & return air temperature sensors shall provide feedback to the UCP. 3. Cooling Mode: As the return air temperature rises to the programmed setpoint (78 degrees F.) the unitary control processor shall, under DDC, modulate the face damper open and operate the 2-position chilled water valve fully open. Project No. SPECIFICATION GUIDELINES

14 4. Heating Mode: Changeover from cooling to heating shall occur automatically and have a deadband between modes. As the return air temperature falls to the programmed setpoint (68 degrees F.) the EMS shall, under DDC, energize the electric duct heaters sequentially, in steps. E. Fan Coil Units: 1. Unit shall be energized by a wall mounted (OFF-AUTO) switch interlocked with the unitary control processor (UCP). 2. A return air temperature sensors shall provide feedback to the UCP. 3. Cooling Mode: As the return air temperature rises to the programmed setpoint (78 degrees F.) the unitary control processor shall, under DDC, operate the 2-position chilled water valve fully open. 4. Heating Mode: Changeover from cooling to heating shall occur automatically and with a deadband between modes. As the return air temperature falls to the programmed setpoint (68 degrees F.) the EMS shall, under DDC, energize the electric duct heaters sequentially, in steps. F. Chilled Water System: 1. Each chiller shall be individually energized from the EMS. 2. The lead and lag chillers shall be assigned daily by the EMS. 3. All water flow and safety switches for either chiller must be closed before that chiller will start. 4. Once in operation the chillers shall cycle, on and off under the control of the chiller optimization program within the EMS. 5. Under no circumstances shall any chiller protection devices or circuits be bypassed by the EMS. 6. The EMS shall energize and de-energize either or both chillers based on facility cooling load and chiller capacity. 7. Leaving water temperature shall be maintained by loading/unloading compressor stages or varying compressor speed (where applicable) based on cooling demand. G. Chilled Water Pumps: 1. Each chilled water pump shall be individually energized Project No. SPECIFICATION GUIDELINES

15 from the EMS. 2. Each pump shall be electrically interlocked with its respective chiller and remain energized while that chiller is operating. 3. The lead pump, as selected by the EMS, shall not cycle off while the chilled water system is enabled by the EMS. H. Condenser/Cooling Tower Fans shall be energized in stages from the chiller's internal controls. I. Ventilation fans shall be interlocked with corresponding AHU or otherwise controlled through the EMS. J. Exterior lighting circuits and those for designated interior areas shall be interlocked with the EMS. 1. The interlock wiring shall provide for lighting circuits to remain energized (fail-safe) in case of total EMS failure. 2. Exterior corridor lighting circuits shall be controlled through the EMS to provide two levels of illumination. Full illumination shall only be energized during periods of scheduled evening occupancy. Otherwise, a reduced level of illumination shall be provided for security purposes DEMONSTRATION A. The Contractor shall provide training of the Board's representatives in the operation, programming, maintenance, and repair of the system and its components. B. Training shall be scheduled at the Board's discretion within ninety days of substantial completion. C. On-site instruction (at each remote site) shall consist of at least 8 hours of training on system operation and programming. D. Central control station instruction shall consist of at least 40 hours of training of system operation, programming, maintenance, and repair. E. Training shall be conducted by a qualified manufacturer's representative. Project No. SPECIFICATION GUIDELINES

16 END OF SECTION Project No. SPECIFICATION GUIDELINES

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