DESIGN STANDARD SPECIFICATIONS

SECTION 23 09 00

INSTRUMENTATION AND CONTROL FOR HVAC

PART 1- GENERAL

1.01SUMMARY

  1. Related Sections:

Note to Editor: Revise related specification section as APPROPRIATE for specific project requirements.
  1. Division 0
  2. Division 1
  3. Divisions 22 and 23 Sections for General Mechanical Provisions.
  4. Division 26 Sections for General Electrical Provisions.

1.02REFERENCES

  1. Reference Standards:
  2. The latest editions of the following standards and codes (in effect and amended as of supplier's proposal date) and any applicable subsections thereof shall govern the design and selection of all equipment and material supplied:
  3. American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE).
  4. ANSI/ASHRAE Standards, BACnet.
  5. California Building Code (version in effect at the time of bid).
  6. UL 916 Underwriters Laboratories Standard for Energy Management Equipment. Canada and the US.
  7. National Electrical Code (NEC).
  8. FCC Part 15, Subpart J, Class A
  9. EMC Directive 89/336/EEC (European CE Mark)
  10. UL-864 UUKL listing for Smoke Controls for any equipment used in smoke control sequence
  11. City, county, state, and federal regulations and codes in effect as of contract date.

1.03SUBMITTALS

  1. Drawings:
  2. The system supplier shall submit engineered drawings, control sequence, and bill of materials for approval. The drawings shall include:
  3. Pressure Control devices
  4. Temperature control devices
  5. Automatic dampers and actuators
  6. Automatic hydronic valves and actuators
  7. Control system hardware, control panels and devices
  8. Wiring diagrams
  9. Control system architecture diagram
  10. Sequence of operation
  11. Points list
  12. Drawings shall be available on CD-ROM.
  13. As part of the Submittal include a full written description of the proposed Manufacturers Training Program. Refer to Part 3 forfurther Training details.
  14. Refer to Section 01 33 00 Submittals for additional submittal requirements.
  1. System Documentation: Include the following in the submittal package:
  2. Submit shop drawings of all equipment, conduits, conductor placements, and routing. Shop drawings shall demonstrate proper layout of controls and respective equipment in relation to other trades and systems. No installation and fabrication work shall take place without approved shop drawings. Review of drawings and other material submitted shall not be construed as a complete check or constitute a waiver of the requirements of the Contract Documents. This review shall not relieve the Contractor of the responsibility to fit the proposed materials to the spaces provided, and to effect necessary rearrangement or construction of other Work.
  3. Provide diagrammatic layouts of the automatic control system specified. Layouts shall show all control equipment, and the function of each item shall be indicated for the different seasons. In addition, show the major wiring required to interface with the self-contained equipment and the motor control circuitry, all of which interface into this system. Data shall be derived from and submitted with approved diagrams from the manufacturer.
  4. All input/output object listings and an alarm point summary listing.
  5. Electrical drawings that show all internal and external system connection points, terminal block layouts, and terminal identification.
  6. Complete bill of materials, valve schedule and damper schedule.
  7. Manufacturer's instructions and drawings for installation, maintenance, and operation of all purchased items.
  8. Overall system operation and maintenance instructions, including preventive maintenance and troubleshooting instructions.
  9. For all system elements—operator’s workstation(s), building controller(s), application controllers, routers, and repeaters, provide BACnet Protocol Implementation Conformance Statements (PICS) as per ANSI/ASHRAE Standard 135.
  10. Provide complete description and documentation of any proprietary (non-BACnet) services and/or objects used in the system.
  11. A list of all functions available and a sample of function block programming that shall be part of the delivered system.
  12. All Drawings shall be accompanied with a complete description of sequence of operation. Each control element mentioned in the sequence description shall be identified with the same mark as shown on the control diagrams.
  13. Provide a location drawing for all items not in control panels including thermostats, static pressure controllers, control panel locations, etc. Show physical location of remote pressure sensors for controlling fan and pump speed on floor plan/ductwork – piping plans.
  14. Include all required fire stop penetrations including documentation/details sufficient for State approval.
  15. Project Management:
  16. The vendor shall provide a detailed project design and installation schedule with time markings and details for hardware items and software development phases. Schedule shall show all the target dates for transmission of project information and documents and shall indicate timing and dates for system installation, debugging, and commissioning.
  17. Post-Construction:
  18. Provide certificate stating that control system has been tested and adjusted for proper operation.
  19. Provide complete manufacturer’s specifications for all items that are supplied. Include vendor name of every item supplied.

1.04QUALITY ASSURANCE

  1. The Building Automation System “BAS” shall be designed, installed, commissioned, and serviced by distributor -employed, factory-trained personnel (provide certification). The distributor shall have an in-place support facility within a 2 hour radius of the project site with technical staff, spare parts inventory, necessary test and diagnostic equipment, complete maintenance and support services shall be provided.
  1. The distributor/factory office shall provide an, experienced Project Manager for this work. Responsibilities include direct supervision of the design, installation, start up and commissioning of the BAS. The Project Manager shall as part of their duties be responsible for the following activities:
  2. Coordinate between this subcontractor and all other trades, owner, local authorities and design team.
  3. Coordinate all activities between his subcontractors.
  4. Attend all subcontractor/general contractor meetings.
  5. Schedule work progress, manpower loading, material delivery, equipment installation and closeout.
  6. Coordinate of all drawings and submittals between consultants, engineers, and other sub-trades and his sub-contractor.
  7. Project Manager shall be readily available.
  8. Supervise field technicians and interface with other trades.
  9. Project Manager shall provide a detailed project design and installation schedule with time markings and details for hardware items and software development phases fully coordinated with General Contractor and District. Schedule shall show all the target dates for transmission of project information and documents and shall indicate timing and dates for system installation, debugging and commissioning. See System Documentation.
  10. The control system manufacturer shall have had a complete engineering sales, installation and service operation within the Southern California area for a period not less than ten (10) years prior to bid date of this project. The manufacturer shall provide written certification that this requirement has been satisfied.
  11. The System Contractor shall be regularly engaged in the installation and maintenance of BAS systems and shall have demonstrated technical expertise and experience in the manufacture, installation and maintenance of BAS systems similar in size and complexity to this project. The System Contractor shall provide a list of at least 10 projects, similar in size and scope to this project completed within the past 3 years.
  12. The Technical Service Program (TSP) will be staffed by fully trained and certified technicians.
  13. Materials and equipment shall be the catalogued products of manufacturers regularly engaged in production and installation of automatic temperature control systems and shall be manufacturer's latest standard design that complies with the specification requirements.
  14. All BAS peer-to-peer network controllers, central system controllers and local user displays shall be UL Listed under Standard UL 916.
  15. All electronic equipment shall conform to the requirements of FCC Regulation, Part 15, Governing Radio Frequency Electromagnetic Interference and be so labeled.
  16. Control system shall be engineered, programmed and supported completely by representative’s local office located within 50 miles of project site.
  17. The System Contractor will be required to sign an annual ASP (Annual Service Provider) Vendor Statement of Compliance, which will be kept on file with the District network Administrator. The signing representative for the vendor organization will be responsible for disseminating this information to personnel engaged by the District Technology & Information Services Branch. The Vendor Statement of Compliance document will include headings:
  18. Confidentiality.
  19. Password Security.
  20. System Security.
  21. Privacy.
  22. Reuse.
  23. Transport.
  24. External Security.
  25. Internal Security.
  26. District Access.
  27. Termination.

1.05WARRANTY

  1. Warranty shall cover all costs for parts, labor, associated travel, and expenses for a period of one (1) year from completion of system acceptance. Provide quarterly Preventative Maintenance checks (allow 4 hours per visit). The system check shall include:
  2. Verify & Check Operators Workstation:
  3. Current Date & Time.
  4. CD ROM Drive.
  5. Hard Drive.
  6. Tests to include: Memory, Hard Drive, System Board, Real-Time Clock, Serial Port(s), Parallel Port(s), Video, Printer, Input Devices, Trend Analysis
  7. Verify and Check System Configuration: Processor, Base Memory, Extended Memory, Expanded Memory, Video Adapter, Hard Drive(s), Clock/Calendar, Parallel Port(s), Serial Port(s).
  8. Software and Communications:
  9. Check software Operation.
  10. Check Local Communications/Modem(s).
  11. Check Controllers(s) Configuration
  12. Check Mouse Software.
  13. Run Summary of Peripheral Device(s).
  14. Controllers:
  15. Verify and check: Operation, Communications, Digital Output(s), Digital Input(s), Analog Output(s), Analog Input(s), Extended Module(s)
  16. Field Devices:
  17. Verify and Check Temperature Sensors.
  18. Verify and Check Relay(s), Valve Actuator(s), Transducers.
  1. Hardware and software personnel supporting this warranty agreement shall provide on-site and/or off-site service in a timely manner after failure notification to the vendor. The distributor shall have company owned service and installation branch capable of a four (4) -hour response time, 24 hours a day, 7 days a week, for emergency on-site service.
  2. The System Contractor shall provide software upgrades for workstations and panels for one (1) year as part of the original contract.
  3. The System Contractor shall provide the availability of a Technical Service Program (TSP) for one (1) year. The TSP shall allow for immediate technical assistance for either the end user or the dealer/installer with remote support capabilities from the System Contractor as part of the original contract.
  4. This warranty shall apply equally to both hardware and software.

1.06OPERATIONS AND MAINTENANCE MANUAL

  1. Each Operations and Maintenance Manual shall contain the following:
  2. List of all equipment with Manufacturer’s name, performance rating, nameplate rating, model number, local representative, service facilities, and normal channel of supply for each item
  3. Manufacturer’s literature describing each piece of equipment with a detailed Parts list.
  4. Guarantees and Warranties.
  5. Certificates.
  6. Record Drawings.
  7. Reports of testing and balancing (providing by separate Test and Balance Contractor).
  8. Control Manual & Documentation.
  1. The following information shall be provided at Project completion:
  2. Shop drawings of control system showing all devices, .interconnections between devices, and .connections to items provided under other divisions.
  3. As-Built (record) drawings.
  4. Specification data sheets.
  5. Electronic files of each control diagram and equipment schedule (AutoCAD format). This shall reflect the “as built” condition.
  6. Commissionary and Testing Certifications in accordance with Title 24 and CHPS for each control monitoring and activation device. Certificates shall be submitted to the District for approval.
  7. Provide a scheduled date/time for Warranty walkthrough three (3) months prior to Warranty deadline. The walkthrough will be conducted with a District Representative; within two days of the conclusion of the walkthrough, the System Contractor will provide written Notice of “Warranty” items to be completed as Warranty work.

1.07COMMISSIONING

NOTE TO EDITOR: COORDINATE THE COMMISSIONING REQUIREMENTS WITH THE DISTRICT COMMISSIONING CONSULTANT.

PART 2- PRODUCTS

2.01MANUFACTURERS

  1. The base bid shall be by one of the following pre-approved manufacturers.
  2. Alerton (BACtalk)
  3. Siemens (Apogee)
  4. Trane

2.02SYSTEM DESCRIPTION

Note to Editor: In the case of a stand-alone control system not connected to a site-wide or District BAS, provide all materials necessary for control of new systems and include all set-back and shut off controls required by California Code. All wiring shall be in conduit.

  1. Provide a complete BACnet-based Energy Management System, including an operator’s workstation using Microsoft XP Professional as the operating system and shall be based on a distributed control system in accordance with this specification. The operator’s workstation, all building controllers, application controllers, unitary controllers, and all input/output devices shall communicate using the protocols and network standards as defined by ANSI/ASHRAE Standard 135, and shall be native BACnet devices. No gateways shall be used for communication to controllers installed under this section. Gateways may be used for communication to existing systems or to systems installed under other sections.
  2. The BACnet-based BAS shall be a complete system designed for use with the Site and District IT systems. This functionality shall extend into the equipment rooms, Main Distribution Frame Room (MDF), Head End Equipment Rooms, and Intermediate Distribution Frame Rooms (IDF). Devices residing on the automation network located in equipment rooms, MDF, or IDF rooms shall be fully IT compatibly devices that communicate directly on the IT infrastructure within the facility, including but not limited to:
  3. An open protocol BACnet fully integrated BAS, UL Listed, equipment monitoring and control, alarm management, and historical data collection, including software for Windows-based systems.
  4. Coordinate with electrical contractor for fire/life system for air conditioning units and/or fan shut down.
  5. Interface with electronic control system with controllers’ valve/damper actuators.

NOTE TO EDITOR:ELIMINATE ITEM BELOW IF THERE IS NO METHANE MONITORING SYSTEM.
  1. Interface with Methane Monitoring system for blower units and/or fan start up and shut down.
  2. Interface with exterior lighting controls through BACnet Protocol.
  3. Responsible for all electrical work associated with BAS.
  1. It is the intention of the contract Documents (including Specifications and Drawings) to provide finished Work that is tested and ready for operation and complete in every regard. Contractor shall provide Work not shown or specified but required through the intent of the Drawings and Specifications to make the Work complete and ready for operation.
  2. Provide all necessary BACnet-compliant hardware and software to meet the system’s functional specifications. Provide Protocol Implementation Conformance Statement (PICS) for Windows-based control software and every controller in system, including unitary controllers.
  3. Provide new sensors, dampers, valves, and install only new electronic actuators. No used components shall be used as any part or piece of installed system.
  4. Provide temperature control panels (TCP's) of code gauge steel with locking doors for mounting all devices as shown. Meet all applicable requirements of CEC. All controllers, relays, switches, etc., for equipment located in mechanical equipment rooms shall be mounted in a TCP, secured with screws or other permanent mounting means. All electric devices within a control panel shall be factory pre-wired. Provide engraved laminated plastic nameplates identifying all devices mounted on the face of the control panels. A complete set of related "record" control drawings shall be furnished in each control panel.
  5. Design, provide, and install all conduits, equipment cabinets, panels, data communication network cables, and all associated hardware.
  6. Provide and install all interconnecting cables between supply cabinets, application controllers, and input/output devices and work stations.
  7. Provide and install all interconnecting cables between all operator’s terminals and peripheral devices (such as printers, etc.) supplied under this section.
  8. Provide supervisory specialists and technicians at the job site to assist in all phases of system installation, startup, and commissioning.
  9. Prepare individual hardware layouts, interconnection drawings, and software configuration from project design data.
  10. Implement the detailed design for all analog and binary objects, system databases, graphic displays, logs, and management reports based on control descriptions, logic drawings, configuration data, and bid documents.
  11. A distributed logic control system, complete with all software and hardware functions shall be provided and installed. System shall be completely based on ANSI/ASHRAE Standard 135, BACnet. This system is to control all mechanical equipment, including all unitary equipment such as VAV boxes, fan-coils, AC units, etc. and all air handlers, boilers, chillers and related components and any other listed equipment using native BACnet-compliant components. Non-BACnet-compliant or proprietary equipment or systems (including gateways) shall not be accepted and are specifically prohibited.
  1. Operator’s workstation software shall be Microsoft Windows 2000 Professional or XP Professional. The Energy Management and Control System (EMCS) application program shall be written to communicate specifically utilizing BACnet protocols. Software functions delivered on this project shall include password protection, scheduling (including optimum start), alarming, logging of historical data, full graphics (including animation), thermodynamic floor plan graphics, demand limiting, full suite of field engineering tools including graphical programming and applications. Operating systems other than those described above are strictly prohibited. All software required to program application specific controllers and all field level devices and controllers will be left with the owner. All software passwords required to program and make future changes to the system will also become the property of the owner. All software required to make any program changes anywhere in the system along with scheduling, and trending applications will be left with the owner. All software passwords required to program and make future changes to schedules, trends and related program changes will also become the property of the owner. All software required for all field engineering tools including graphical programming and applications will be left with the owner. All software passwords required to program and make future changes to field engineering tools including graphical programming and applications will be left with the owner.
  2. Building controllers shall include complete energy management software, including scheduling building control strategies with optimum start and logging routines. All energy management software and firmware shall be resident in field hardware and shall not be dependent on the operator’s terminal. Operator’s terminal software is to be used for access to field-based energy management functions only. Provide zone-by-zone direct digital logic control of space temperature, scheduling, runtime accumulation, equipment alarm reporting, and override timers for after-hours usage. All application controllers for every terminal unit (VAV, HP, UV, etc.) air handler, all central plant equipment, and any other piece of controlled equipment shall be fully programmable. Application controllers shall be mounted next to controlled equipment and communicate with building controller via BACnet LAN.
  3. Room sensors shall be provided with digital readout that allows the user to view room temperature, view outside air temperature, adjust the room set point within preset limits and set desired override time. The automatic thermostats are set for 74 degrees cooling and 68 degrees heating, with two (2) degrees plus or minus. Core working times are 7am to 3:30pm, and the override interval is one (1) hour. The unoccupied setting (setback) shall be 40 and 99 degrees. User shall also be able to start and stop unit from the digital sensor. Include all necessary wiring and firmware such that room sensor includes field service mode. Field service mode shall allow technician to balance VAV zones and access any parameter in zone controller. In common areas, provide a stainless steel blank plate. Include all wiring for sensor and field service tool.
  4. Identify inside core of each space thermostat or temperature sensor indicating the HVAC unit it serves.

2.03OPERATOR’S WORK STATION