Epm Pm10-Standard Bms Specification

DIRECTORATE OF ESTATES

PROCEDURE AND INFORMATION MANUAL

EPM PM10 Standard BMS Specification Document Originated: 2004 By: DSSR/David Brown Issue Number: 2 Number of pages: 131 Approved by EMG: N/A Status: Working Document Last revised: March 2006 By: John Duffy Next revision: TBC By: DSSR/David Brown 1. Purpose of Document

This document sets out the Standard BMS Specification to be used for all controls installations at the University of Manchester. This document has been developed in conjunction with consultants, DSSR. Although this document has Working Document status it is out of date and is being revised. Nevertheless it can be used with caution, if in doubt consult with your Line Manager/Group Manager.

SECTION 1 GENERAL REQUIREMENTS

CONTENTS PAGE NO.

01 GENERAL REQUIREMENTS 1 01.1 INTRODUCTION 1 01.2 SCOPE OF WORK 1 01.3 ELECTRICAL WIRING 3 01.4 LIFE SAFETY AND EQUIPMENT INTERLOCKS 4 01.5 ELECTRICITY INTERFERENCE AND IMMUNITY 4 01.6 CONTROL PANEL CIRCUIT DIAGRAMS AND LAYOUT DRAWINGS 4 01.7 SITE SUPERVISION 5 01.8 OFF SITE ATTENDANCE & FREE ISSUE EQUIPMENT 5 01.9 INTEGRATION WITH OTHER BUILDING SERVICES CONTROL SYSTEMS 6 01.10 SOFTWARE LICENCES 6 01.11 SOFTWARE STRATEGY DRAWINGS AND FUNCTIONAL DESCRIPTION 7 01.12 COMMISSIONING TESTS 7 01.13 WITNESSING OF COMMISSIONING 8 01.14 SERVICE AND GUARANTEE 8 01.15 MAINTENANCE & SERVICE CONTRACT 8 01.16 SPARE COMPONENTS 9 01.17 OPERATION AND MAINTENANCE INSTRUCTION MANUALS 9 01.18 TRAINING/CLIENT DEMONSTRATION/INSTRUCTIONS TO EMPLOYERS STAFF 10 01.19 REMOTE SUPPORT BUREAU SERVICE 11 01.20 ALTERNATIVES 11 01.21 CONTRACT SPECIFICATION SCOPE 12

DSSR | CONSULTING ENGINEERS UNIVERSITY OF MANCHESTER BMS SPECIFICATION

01 GENERAL REQUIREMENTS 01.1 INTRODUCTION 01.1.1 This Functional Specification relates to the supply and commissioning of a complete

and fully automated microprocessor based Building Management System (BMS) including the whole of the Labour and Materials necessary to form a complete working installation as detailed. The successful tenderer shall be employed as a Specialist Supplier to the Contractor, hereinafter referred to as the Automatic Controls Specialist.

The entire Automatic Controls and Building Management System (BMS) shall be

supplied and commissioned by one of the companies listed in the Schedule of Manufacturers included at the end of this document. All (BMS) equipment shall be manufactured by the Automatic Controls Specialist utilising their latest range of 'freely programmable' (DDC) outstation micro-processor controllers networked to a new central file server (BMS) computer residing on the site-wide IT infrastructure for access from multiple locations.

The Automatic Controls Specialist shall ensure that a fully operational and integrated

working control system is implemented throughout and all equipment installed is fit for the purpose and application.

01.1.2 The Automatic Controls Specialist shall be responsible to the Contractor for the

equipment design requirements, supply, supervision, software programs, commissioning and setting to work of all the Automatic Controls and (BMS) equipment, including the (HVAC) Outstation control panels, to ensure that the systems are completely acceptable to the Engineer and for instructions to the clients staff prior to handover of the plant.

The Automatic Controls Specialist shall be required to co-operate and liaise fully with

the various other Contractors, Sub-Contractors, Trades and Suppliers on site & off site to produce and achieve a fully operational working control system, offering true compatibility and seamless interface of all items of equipment detailed in this Specification.

01.1.3 The (HVAC) Outstation control panels shall be manufactured by a reputable panel

supplier forming part of the Automatic controls specialist's overall responsibility. The Outstation control panels shall be bespoke, containing extra-low voltage (ELV) interlocking relays, micro-processor (DDC) outstations and an electro-pneumatic transducer section for the control valves (where applicable) as detailed in this Specification, using purpose made fabricated and folded metalwork to accommodate the equipment housed within the panels.

01.1.4 The Automatic Controls Specialist shall offer sites for inspection within the UK where a

similar (BMS) and controls system is currently operating and has performed successfully for over 2 years under the same conditions as those required by these tender documents.

01.2 SCOPE OF WORK


01.2.1 The scope of work for which this tender is sought is for the detailed design, installation, programming, application and procurement of a self-contained Hybrid control system operating through a microprocessor based Building Management System (BMS) central file server computer workstation. The (BMS) shall be of the distributed intelligence type employing stand alone controllers communicating directly with all other controllers on the local area network and site-wide area network.

This shall include, but not be limited to the following:- 01.2.2 Central File Server Based (BMS) Computer System. 01.2.3 1 No. Workstation PCs in appropriate location on the site-wide network. 01.2.4 Peripheral Equipment Plotters Printers Modems - Network Devices. 01.2.5 Fully Intelligent (DDC) Outstations (stand alone). 01.2.6 Unitary (DDC) Controllers (stand alone) Site installed or factory fitted. 01.2.7 All Field Mounted and Plant Mounted Controls Sensing Devices. 01.2.8 All fire override & fire shutdown safety equipment. 01.2.9 All differential pressure transducers / transmitters. 01.2.10 All (HVAC) Outstation Control Panels with Pneumatic section. 01.2.11 All (PWM) Frequency Inverters for pump & fan motors. 01.2.12 All Control Valves (Pneumatic). 01.2.13 All Damper Actuators. 01.2.14 All (HVAC) Control Equipment. 01.2.15 Outstations shall be totally 'Stand Alone' and shall not rely on the central computer to

perform any of the control functions detailed in this Specification. The operation of the control system shall continue to perform in its entirety should the central computer workstation be removed. Systems relying on the central computer workstation for any control operation or management of communications shall not be accepted.

The control system and (BMS) shall be arranged such that in the event of electrical

power failure or other abnormal operating situations, inherent fail-safe features shall prevent potentially hazardous conditions arising.

All necessary information relating to electrical loads and mechanical duties of plant

equipment shall be gathered and obtained by the Automatic Controls Specialist during the tender period from the Contractor. All relevant details including motor kW ratings for selection of frequency inverters, electrical supplies, coil flow rates, air flow rates, system pressure drops, damper torque requirements, DX condenser chiller interface details and similar information shall be collated prior to submission of the Tender. The Automatic Controls Specialist shall identify and qualify all the duties and plant details upon which the tender is based.

In addition to supplying and commissioning the system detailed herein, the Automatic

Controls Specialist shall be responsible for the software programming, procurement, documentation, design engineering and other actions/services required to ensure that the entire system is placed into successful operation and all the works are completely acceptable to the client's operating staff and engineers. This shall include, but not be limited to, the following:-

01.2.16 Manufacture of equipment


01.2.17 Pre-delivery testing of (BMS) 01.2.18 Production of wiring diagram and panel arrangement drawings 01.2.19 Workshop control panel inspections 01.2.20 Software strategy drawings (hard copy and floppy disk format) 01.2.21 Software development and programming 01.2.22 Design and development engineering 01.2.23 Site supervision relating to their own controls equipment 01.2.24 Liaison with other parties/Contractors and trades on site 01.2.25 Active dynamic graphics (full programming and creation) 01.2.26 Installation of (BMS) workstation computer and peripherals 01.2.27 On-site testing of all equipment 01.2.28 On-site commissioning of all their equipment 01.2.29 Witnessing of commissioning and client demonstration 01.2.30 Service and Guarantee 01.2.31 Operation and Maintenance Manuals 01.2.32 Remote support bureau service (optional separate price) 01.2.33 Full points schedule submitted at the time of Tender 01.2.34 The Automatic Controls Specialist shall provide a comprehensive schedule of rates for

all materials, point schedule's and equipment applicable to the works included with their offer. The schedules shall be accompanied by quantity sheets which, in conjunction with the schedule of rates, shall equate to the tender/quotation sum.

01.3 ELECTRICAL WIRING 01.3.1 All field wiring and associated containment systems emanating from the (HVAC)

outstation control panels shall be installed under the Electrical section of the works in accordance with the latest requirements of the 16th Edition IEE Regulations (BS.7671) incorporating amendments (1992).

All 415/230 volt power wiring to Frequency Inverters serving induction motors and packaged plant equipment shall be carried out by the Electrical Contractor from suitable LV switchboards or Fuse Distribution Boards within the plant room as detailed in the Electrical Services Specification. As an alternative the Automatic Controls Specialist may offer a separate cost option to include the supply and installation of the above LV distribution centres or HRC Fuseboards within the Plantroom(s) and install all 415 volt power cabling to the various induction motors and (HVAC) plant. This shall be project specific determined at the discretion of the Main Contractor.

01.3.2 All wiring diagrams in connection with the control systems shall be submitted to the

Engineer for comment and following comment, to the Electrical Company carrying out the installation works. The Automatic Controls Specialist shall ensure their contract wiring diagrams are suitable for use as "working stage" installation drawings complete with conductor sizes, core numbers and outgoing terminal numbers so that the electrical contractor can successfully install and connect all field cabling. The Automatic Controls Specialist shall be responsible for liaison with the other Contractors and trades in relation to wiring interlocks and connection details prior to any cables being drawn-in,


therefore eliminating any problems which could arise during installation and commissioning of the Works.

01.4 LIFE SAFETY AND EQUIPMENT INTERLOCKS

01.4.1 The Automatic Controls Specialist shall ensure that all life safety interlocks and

critical equipment interlocks preventing damage to plant are hardwired through relay contacts within the (HVAC) Outstation control panels. These interlocks shall also be monitored by the (BMS) derived from a second contact off the interlocking relay. Examples include fire alarm, frost protection, air flow interlocks, duct smoke detectors, high pressure conditions, pressurisation unit failure, plant lockout, fans starting against closed dampers and similar functions. The interlocks shall be wired into the control circuits such that they operate regardless of whether the frequency inverter is selected in the "Hand" or "Auto" mode. It shall be impossible to run the frequency inverter/motor unless all the critical safety interlocks are confirmed even if the Inverter is selected in "Hand" at the local keypad.

01.5 ELECTRICITY INTERFERENCE AND IMMUNITY 01.5.1 The site electricity supply available is:-

230 volt ( 10%) single phase and neutral at a frequency of 50 Hz ( 10%) 400 volt ( 10%) three phase and neutral at a frequency 50 Hz ( 10%)

The automatic controls equipment shall be manufactured such that it shall not generate

electrical interference beyond the limits given by EN50081-1/EN50082-1 and EMC directives 89/336/EEC and 72/33/EEC with regards to filtering, RFI noise emission and immunity.

The Automatic Controls Specialist shall be aware of the possibility of electrical

interferences on external supplies from sources such as high frequency radiation equipment, inverters, computers, motors, relays, thyristors and similar equipment. The Automatic Controls Specialist shall provide and incorporate into the design of their equipment all the necessary electrical protection devices that may be required, including voltage filters, surge protectors, stabilisers, power packs and transient protection to ensure satisfactory operation of their equipment.

01.6 CONTROL PANEL CIRCUIT DIAGRAMS AND LAYOUT DRAWINGS Two copies of all circuit wiring diagrams of the control panels, control equipment and

internal and external panel layouts, and construction details shall be submitted to the Engineer for comments prior to manufacture of the panels or supply of the equipment, in accordance with the General Procedural Requirement section of this Specification.

In addition three copies of "as fitted" wiring diagrams and panel layouts shall be provided on completion of the contract for inclusion with the As Installed Record Drawings as described in the General Procedural Requirements section of this Specification.


The Automatic Controls Specialist shall be fully aware of the programme of works and

shall ensure that the above drawings are submitted sufficiently in advance of panel manufacture or execution of the Works. The Engineer will require twenty working days to pass comment and all the comments must be incorporated and the revised drawings resubmitted before manufacture of the panel commences.

The control panel drawings shall only be handed to the electricians on site, once all the

comments have been incorporated. The circuit diagrams shall be issued as "working stage" contract drawings prior to commencement of the field cabling all in accordance with the programme of works.

The Automatic Controls Specialist shall obtain, (through the Contractor) all necessary

manufacturers circuit wiring diagrams of all remote equipment controlled from their panel. This includes equipment such as induction motors, electric humidifiers, boilers, chillers, pressurisation units, booster units and similar equipment. The Automatic Controls Specialist shall ensure that all interface details are included by advising the Contractor on the requirements of the packaged equipment such as remote alarm signals, remote enable contacts, analogue control signals and electrical signals. All interface details required shall be collated and endorsed on the control panel wiring diagrams prior to submission.

01.7 SITE SUPERVISION 01.7.1 The control system shall be installed under the supervision of an experienced field

supervisor employed by the Automatic Controls Specialist. The Field Supervisor shall be totally familiar with the type of control system and field wiring system to be installed, ensuring the best workmanship and co-ordination throughout. This shall involve several visits to site during the installation period to advise, liaise and co-ordinate with the M & E Contractors with regards to interfacing of equipment and final locations of all the controls devices. Suppliers of equipment such as heating plate exchangers, pressurisation units, chillers, booster sets, and similar equipment shall be instructed by the Contractor to ensure the necessary alarm contacts, enable contacts and interface requirements are provided for full compatibility with the (BMS) control system.

01.7.2 The Automatic Controls Specialist shall be responsible for the supervision of the

electrical works in relation to all equipment supplied under their Contract. Details of all equipment shall be submitted including all final location details marked up on-site of all their valves, sensors, flow switches, damper motors, and all other similar controls devices and remote items of automatic controls equipment. This exercise shall be carried out prior to any field cabling being installed.

01.7.3 Visual checks shall be undertaken by the Automatic Controls Specialist on all sensors, valves, detectors, outstations and the like to confirm all items are installed correctly before any plant or services are brought into operation.

01.8 OFF SITE ATTENDANCE & FREE ISSUE EQUIPMENT


The Automatic Controls Specialist shall include for providing all "free issue" controls devices for various packaged mechanical plant items direct to the factory for fitting at the manufacturers works. All costs shall be included for visiting the manufacturer's workshop to ensure equipment is being installed correctly and to test all functions prior to delivery to site. Where (BMS) unitary controllers are fitted to items such as Fan Coil Units, VAV terminal units, and similar packaged systems the Automatic Controls Specialist shall visit the manufacturer's premises/workshop prior to full production to ensure complete compliance with the specification.

01.9 INTEGRATION WITH OTHER BUILDING SERVICES CONTROL SYSTEMS

The Automatic Controls Specialist shall provide a direct interface with the following building control systems.

The method of communication shall adopt standard "Open Concept" protocol(s)

requiring no additional gateways or servers using proven technology. Typical Standard interface protocols are:-

TCP/IP Internet Protocol (Management Level) BACnet American (ASHRAE) Building Automation and Control Network. LonWorks - Communication protocol developed by Echelon ArcNet ANSI 878.1 LAN With data exchange of 2.5 Mbit/s. Ethernet ISO 8802-3 Data transmission of 10 Mbit/s. RS232/RJ485 - Direct ASCI Communication Modbus Dynamic Data Exchange (DDE) Interface

The 3rd Party systems to be integrated to the (BMS) shall be as detailed below:-

PWM Frequency Inverters Generators & LV Switchgear Electric Meters Fire Alarm System Universities Own Stand Alone Electronic Metering System

The Automatic Controls Specialist shall be responsible for full liaison and co-operation

with the other trades to obtain all the necessary technical information in developing the software interface. The integration shall allow the (BMS) Central Workstation to directly interact with third party software operating other packaged plant, concurrently with software operating the (BMS). Seamless integration of a true bi-directional nature shall be achieved with the other building control systems. The communication shall be gathered and transmitted through the local area network (LAN) or direct data ports on the equipment. The (BMS) facility shall share the control data and interoperate between separate systems.

01.10 SOFTWARE LICENCES 01.10.1 The Automatic Control Specialist shall provide all appropriate software licences,

registration and documentation for all software and firmware provided. The


agreement shall include for all copyright waivers to allow the end user to write software for the purchased system. The Automatic Control Specialist shall guarantee the software installed is the latest revision and will be supported for a minimum of 10 years from the date of practical completion. All software shall be written and programmed in accordance with the National Engineering Standards (NES) procedures.

01.11 SOFTWARE STRATEGY DRAWINGS AND FUNCTIONAL DESCRIPTION 01.11.1 The Automatic Controls Specialist shall submit controls schematics, point's schedules

and software strategy drawings accompanied by a full functional description of operation prior to commencement of any software programming. Allowance shall be made to review the strategy drawings and functional operation of the systems with the Employer's Operating Engineers and/or the client's Engineer to ensure all interlocks/alarms/inhibit functions/timers, and similar operations are included.

01.12 COMMISSIONING TESTS 01.12.1 After the controls have been installed and connected, commissioning tests shall be

carried out in accordance with CIBSE Commissioning Code "C" for Automatic Controls to ensure that all items are connected correctly, and functioning in the manner intended. If necessary the commissioning tests may need to be carried out in sections to suit the programme of works.

At this time the Automatic Controls Specialist shall provide commissioning test sheets

completed in full identifying all point checks, raise/lower commands, loop checks, motor checks, fuse overload details, and other necessary details. These sheets shall be submitted to the Engineer for information purposes prior to any witnessing taking place. The Automatic Controls Specialist shall be satisfied that all the necessary works associated with both the environmental and motive control methods operate in compliance with the Specification. All testing and commissioning shall be undertaken in conjunction with the appointed Site Engineer, Electrical Engineers and any Specialist Commissioning Engineers.

The Contractor shall include for the whole of the Automatic Controls and Building

Energy Management System (BMS) to be run for a minimum period of 7 days after completion, but prior to handover, in order to demonstrate "trouble-free" running under normal operating conditions. These tests shall be confirmed by the production of suitable (BMS) Data logging graphs indicating continuous stable environmental conditions on selected analogue sensors. The Automatic Controls Specialist shall be responsible for programming as required in undertaking the above tests ensuring that all software de-bugging is eliminated and specific control data is available.

Prior to final testing of the Control System and (BMS) the Contractor shall ensure that

all building services systems are operating correctly and all mechanical & electrical plant has been commissioned and tested satisfactorily.

Those responsible for the operation of the plant shall provide one or more suitably

qualified representatives to be in attendance during testing of the (BMS). These


representatives shall make any adjustments required for testing purposes and ensure the safe operation of plant.

01.13 WITNESSING OF COMMISSIONING 01.13.1 After the controls have been commissioned by the Automatic Controls Specialist and

the completed commissioning sheets have been submitted to the Engineer, the entire system shall be demonstrated in full to the Engineer. Seven working day's notice shall be given prior to the demonstration taking place. The Engineer will require to witness a full 100% test including all software control loops, hard-wired trips, raise/lower set points, motor thermal overload trips, fire override/trips, monitoring points, and similar functions. The Automatic Controls Specialist shall ensure that the whole installation is completed and fully tested to their entire satisfaction prior to inviting the Engineer to site for the witnessing of commissioning to take place. The Engineer will not commence witnessing of the commissioning until the entire system has been completed and tested by all Contractors concerned.

01.14 SERVICE AND GUARANTEE 01.14.1 Upon completion of the installation, the systems shall be placed in complete operational

condition, adjustments to the control instruments shall be made by the Automatic Controls Specialist in collaboration with other Contractors concerned.

Commissioning tests will not be considered as acceptable until the defects and faults

noted have been rectified and retested to the satisfaction of the Engineer. For the duration of the Defects Liability period the Automatic Controls Specialist shall

allow for checking the operation of the Automatic Controls on two separate occasions at 6 monthly intervals, accompanied by, and to the entire satisfaction of the Employer's operating personnel, and shall make any necessary adjustments required to maintain optimum conditions. The second visit shall be two weeks prior to the end of the defects liability period.

During the Defects Liability Period the Automatic Controls Specialist shall allow, within

their tender, for undertaking all necessary servicing of the Automatic Controls Installation in order to maintain a completely operational system.

During the Defects Liability Period the Automatic Controls Specialist shall be responsible for the correct performance of the entire control system, supplied under the contract. Any defect caused by faulty equipment design, workmanship or incorrect selection of equipment shall be rectified by the Automatic Controls Specialist, with no cost to the user.

1.14.2 The Automatic Controls Specialist shall ensure their Engineer is present on site within

24hours of any defect being raised and shall rectify the fault to the satisfaction of the end user. The Automatic Controls Specialist shall have a local service operation for rapid response and emergency call out procedures.

01.15 MAINTENANCE & SERVICE CONTRACT


01.15.1 The Automatic Controls Specialist shall include a separate cost option in their tender for a full routine maintenance & service contract covering a period of 5 years after the defects liability period has ended.

The maintenance contract shall cover all the following requirements as a minimum:- Software Upgrades Data Back-up & Archiving Checking/Replacement of all sensors, actuators & components. Emergency call out with response time of 4 hours. Replacement of all defective outstations or modules/cards. Updating documentation

The maintenance & service contract shall ensure the performance standard for the entire building control system is met, including delivered environmental conditions and plant operating efficiencies. Each 12 month period shall be separately indicated for the full 5 year term.

01.16 SPARE COMPONENTS 01.16.1 The Automatic Controls Specialist shall provide all necessary spare components

required and assistance at a reasonable level for a period of 5 years after the defects liability period within their tender. The spare components should include field items and panel items such as control valves, actuators, temperature sensors, frequency inverters, pressure switches, fuses, outstation modules, processors and similar equipment. The quantity of spare components shall be estimated at a realistic amount based on the mean time between failure (MTBF) rates for the components but with a minimum of 5% for each component supplied under this contract.

Prior to Practical Completion the Contractor shall obtain from the Automatic Controls Specialist a list of consumable items and spares that the Specialist considers the Client should hold on site, together with their cost indicated separately.

Spares held on site shall supplement the spares held by the Specialist and shall only be used during the 'Defects Liability' period when replaced by a spare issued free of charge. The spare components shall be packed in sealed cartons suitable for storage on site in a recommended location. In addition, the Automatic Controls Specialist shall indicate any items of equipment they consider to be required for preventative maintenance on a regular basis.

01.17 OPERATION AND MAINTENANCE INSTRUCTION MANUALS 01.17.1 Operation and Maintenance Instruction Manuals for the entire (BMS) and control

system shall be undertaken by the Automatic Controls Specialist. This shall include providing three sets of the following documentation and details, suitably presented for incorporation into the O&M Manual.

01.17.2 Manufacturers maintenance and operator instructions for all items of control equipment

and panel mounted equipment supplied under this contract. This shall include guidance


on assembly, dismantling, safety, special tools, maintenance equipment and similar operator instructions of all the (BMS) and field mounted equipment.

01.17.3 Device/component schedules detailing instrument tag reference, manufacturer's

reference, set point, range, application, and other relevant information. 01.17.4 Plant schematic diagrams indicating all main plant items and control devices. 01.17.5 As manufactured/commissioned control panel wiring diagrams for all main panels and

remote control panels. 01.17.6 As manufactured control panel general arrangement (GA) drawings including internal

back plate layout, external fascia equipment and material schedule. 01.17.7 Full description of controls operation. 01.17.8 Control valve schedules. 01.17.9 Software strategy drawings. 01.17.10 Points schedule detailing input/output type, its function and reference. 01.17.11 Schematic indicating data loop cable, site network, Client Server (BMS) computer,

remote workstations and DDC outstations. 01.17.12 Control panel test certificates. 01.17.13 A fully comprehensive and complete set of all software permanent records developed

by the Controls Specialist for each control outstation shall be provided on individual disks within the O&M manuals for retention by the operating personnel. Allowance shall be made to up-date these disks as may be necessary during the one year guarantee period, with a record of original set points retained.

01.17.14 Tabulated data of all set points programmed into the software for easy reference of

temperature, humidity, pressure, velocity and similar analogue set points. 01.17.15 All software system documentation, including all programming manuals and user

manuals, detailing how the user can modify the software themselves. 01.17.16 All the above information which shall be included by the Automatic Controls Specialist

within the manual shall be provided one month prior to starting the final acceptance test. It shall be especially noted that, as a result of the provisions of the Health and

Safety at Work Act the Employer will not accept handover of the installations until full information concerning the installation is in the possession of their operational and maintenance staff and therefore the Certificate of Practical Completion cannot be issued until the requirements for operational and maintenance manuals as defined above have been complied with.

01.18 TRAINING/CLIENT DEMONSTRATION/INSTRUCTIONS TO EMPLOYERS STAFF


01.18.1 The Employer's staff shall be trained in the use and maintenance of all the controls

devices, instruments and (BMS) computer equipment by a qualified control and instrument technician employed by the Automatic Controls Specialist. Allowance shall be made in this Tender for all the necessary costs in connection with this training requirement, which shall include a minimum of 2 days for up to 10 people. The personnel requiring the training will be of different technical levels, capacities and roles including Facilities Management Level, Technicians, Plant Operators and Maintenance Engineers. The training shall be totally flexible due to the impracticalities of assembling all staff together at the same time. Each of the training days shall be treated in isolation and will not necessarily run concurrently and may involve one day per week over a two week period or other combinations to suit the operating personnel.

The off-site training shall be programmed to be completed prior to commissioning of the

system on site, so that upon completion, operating staff are fully conversant with the (BMS) operation. Appropriate reference and training manuals shall be provided for the operating staff as part of the training course.

The training days (totaling 16 hours) shall comprise of one full day (off-site) at the

manufacturers training centre, followed by one full day (on-site) prior to handover to accommodate the walk round and basic training/familiarity of plant. The on-site training shall incorporate caretaker supervision allowing for in-depth "Hands On" training for the operators of the central (BMS) computer and outstation equipment, ensuring the end users, operators and maintenance staff are confident of operating the plant entirely on their own.

01.18.2 A follow up refresher course comprising of three days (advanced level) training shall be

provided by the Automatic Controls Specialist which shall be carried out on site six months after the handover of the building allowing the users to highlight any operational problems they may be experiencing.

01.19 REMOTE SUPPORT BUREAU SERVICE 01.19.1 A Remote Support Bureau Service shall be included which shall be identified as a

separate cost within the tender. The bureau service shall provide technical help and training through PSTN active

communications network between the site central (BMS) computer and the bureau centre. Operators shall be able to communicate by text messages and instructions from remote PC to site PC and hence operating or fault finding procedures can be demonstrated to the Operator from the bureau centre.

24 hour continuous emergency cover shall be provided by the bureau centre offering

call out response within four working hours. All bureau autodial connections to the Site shall be password protected, together with

configuration changes. Verification shall be two-way with PIN codes embedded in the system.

01.20 ALTERNATIVES


01.20.1 Should the Automatic Controls Specialist wish a type or make of equipment other than

that specified to be considered, details of these shall be submitted to the Engineer for approval, together with any alternative costs. Any such alternatives may only be used with the written approval of the Engineer. It shall be noted that the tender sum shall include all items specified.

Alternative equipment and the appropriate cost savings shall be submitted on a

separate sheet for consideration only. 01.21 CONTRACT SPECIFICATION SCOPE This Specification section shall be read in conjunction with the entire Contract

Documents covering the supply, installation and testing of all necessary equipment required for the complete Mechanical, BMS, Electrical and Public Health Engineering Services as described in the associated Contract Documents and incorporates standard descriptions for equipment and the installation to be provided under this Contract. The clauses shall be read in conjunction with the accompanying General Conditions of Contract, Schedules and Drawings, issued in other sections of the Contract Documents. (Section 100 800 inclusive).

The words "as indicated", "where indicated", "unless otherwise indicated", refer to

requirements identified elsewhere in the documents issued in connection with the Contract e.g. on a drawing, in the specification or in a schedule.

The extent of the work shall comprise the whole labour and materials required to form

a complete installation, together with such tests, adjustments and commissioning as prescribed in subsequent clauses and otherwise as may be required in order to provide an effective working installation to the satisfaction of the Engineer.

The words "complete installation" in the foregoing clause shall mean not only the

major items of plant and equipment covered by this Specification, but all the incidental sundry components that are required for the complete execution of the works; also for the proper operation of the installation, together with associated labour charges, whether or not these sundry components are mentioned in detail in the tender documents issued in connection with the Contract.


SECTION 2 ARCHITECTURE AND NETWORK

CONTENTS PAGE NO. 02 (BMS) SYSTEM ARCHITECTURE & NETWORK 1 02.1 INTRODUCTION 1 02.3 ABBREVIATIONS, ACRONYMS AND DEFINITIONS 3 02.4 QUALITY ASSURANCE 4 02.5 NETWORK DESIGN RESPONSIBILITY 5 02.6 NETWORK CONFIGURATION 5 02.7 NETWORK MANAGEMENT 6 02.8 ROUTERS, BRIDGES, & REPEATERS. 7 02.9 NODES 8


02 (BMS) SYSTEM ARCHITECTURE & NETWORK

02.1 Introduction 02.1.1 The (BMS) shall be arranged in a hierarchical structured format comprising of three

primary elements namely:

Management Level: Operating through Ethernet Wide Area Network (WAN) dedicated client server(s) shall exchange management information with independent systems and shall translate from one protocol to another without the use of gateways to bridge between different protocols. The three layer structure shall organise and transmit network traffic rapidly & efficiently. All three levels shall be seamlessly linked together thus restricting the low level transmission data from passing to the level above unless requested, therefore reducing the network traffic on the system. All levels shall have compatible communications protocols providing a means for data to be transferred & interpreted in the same language including all physical connections, data packaging, network management, and error/correction functions. The (BMS) shall operate over the clients IT Network around the development reporting designated information to other third party server based Workstations at selected locations throughout the site. All (BMS) software packages shall operate using standard IT communication protocols over the internal Intranet, Wide Area Network, or Public Internet (TCP/IP) complete with fire wall protection. The (BMS) system data shall be accessed from any standard web browser device connected to the network including remote users connected by dial-up telephone (PSTN) or an Internet Service Provider in order to manage the building, analyse, collect, manipulate and display all historical and real-time active live data. The (BMS) shall provide Dynamic Data Exchange (DDE) with other third party peer-to-peer and higher order systems to effectively manage the services within the building. The management level protocol(s) shall be used in conjunction with a number of communication media including RS 485, BacNet, Ethernet, Arcnet and Echelon. The (BMS) shall use (PSTN) connections to allow for remote site interrogation and utilise Web Browser technology for communication over the Internet/Intranet to allow for full access to users both within and remote to the facility. All Web-Browser access shall be security protected to the highest level by means of Name & Number Alpha-numeric passwords including a request for personal details in the same manner as telephone banking procedures. The web-browser access shall be totally robust and the possibility of remote 'Hacking' into the system shall be completely eliminated.


Automation Level: The (BMS) shall use completely standalone (DDC) outstation controllers to provide automatic control and monitoring of the main primary systems within the facility. The Management level shall have access to all information from the Automation level. Typical Automation level equipment are the (DDC) outstation controllers contained within wardrobe style or wall mounted control panels in the main plantroom's & boilerhouse's. All (DDC) outstation controllers shall be 'freely programmable' and totally flexible allowing reconfiguration of software loops/applications to be completely reprogrammed by the operators from the central (BMS). Fixed application controllers loaded with standard software strategies shall not be acceptable. Field Level: Unitary standalone (DDC) controllers for departmental systems such as fan coil units, VAV units and chilled beams. Intelligent temperature sensors, mixing dampers, switching devices & control valves connected directly to unitary controllers at field level for terminal all terminal units. The Field Bus devices shall contain a communications chip which allows each device to be individually addressed on the same local area network. All Unitary (DDC) controllers shall be 'freely programmable' and totally flexible allowing reconfiguration of software loops/applications to be completely reprogrammed by the operators from the central (BMS).

02.2 NETWORK COMMUNICATION PROTOCOLS

The (BMS) network shall operate through standard open architecture communication protocols for transferring the information. Propriety 'Locked-in' (BMS) Networks shall not be accepted. The Network shall use robust and industry-recognised communication methods and standard IT network protocols. Direct interoperability between control products from different manufacturers shall be provided with the same objects & attributes specifically intended for building services defining the data throughout. The following communication protocols are acceptable :- TCP/IP Internet Protocol (Management Level) BACnet American (ASHRAE) Building Automation and Control Network. EIBus - European Installation Bus Standard administered by EIBA. LonWorks - Communication protocol developed by Echelon. Ethernet 10Base-T ISO 8802-3 Data transmission of 10 Mbit/s. Ethernet 100Base-T ISO 8802-3 Data transmission of 100 Mbit/s. All devices on the network shall be continuously monitored for packets of information addressed to them and each device shall receive the same information simultaneously. Carrier Sense Multiple Access with Collision Detection (CSMA/CD) protocol shall be provided in order to prevent lost data when multiple devices transmit data simultaneously.


Alternative communication protocols shall be considered at the automation and field levels providing it can be demonstrated the same level of interoperability, functions, data transmission rates, tools and third party products are available to meet the specification requirements.

The system architecture shall allow for seamless integration of other vendors systems or equipment to be effected at all levels within the (BMS) architecture.

02.3 Abbreviations, Acronyms and Definitions 02.3.1 The following acronyms, abbreviations and definitions are used in this specification: BMS Building Management System DDE Dynamic Data Exchange LAN Local Area Network OSI Open Systems Interconnection ODBC Open Data Base Connectivity PSTN Public Switched Telephone Network SNVT Standard Network Variable Types TCP/IP Transmission Control Protocol / Internet Protocol WAN Wide Area Network DDC Direct Digital Control HVAC Heating Ventilation & Air Conditioning IT Information Technology EM & T Energy Monitoring & Targeting PABX Private Automatic Branch Exchange PIR Passive Infra Red EIBA European Installation Bus Association BACnet Building Automation & Control Network HTTP HyperText Transfer Protocol OLE Open Linkage Emitter OPC OLE for Process Control LED Light Emitting Diode PPM Planned Preventative Maintenance ROM Read Only Memory RAM Random Access Memory CSMA/CD Carrier Sense Multiple Access with Collision Detection. NES National Engineering Standard DEFINITIONS Repeater A device used to inter-link two networks of the same type whilst also

boosting the network signal. Bridge A device that routes or isolates message traffic to a particular segment,

sub-network or domain of the same physical communication media. A bridging device will not replicate noise, errors or malformed packets of data.


Client Server Dedicated server communicating over an Ethernet backbone to allow access by multiple client workstations to the (BMS) All remote PC workstations connected to the client server shall automatically update when program changes or time schedules are altered at any workstation via the client server.

Domain A logical group/combination of nodes on one or more channels forming

a communication network. Gateway A device that contains input/output software drivers to translate input

data from one format to output data in a second format. Interoperable Establishing communication between two devices through the use of a

common protocol and without the use of gateways. Node An intelligent device connected to the network. Network A system of distributed control devices linked together on a

communication bus allowing for sharing of point information and central monitoring and control of the entire system from any distributed control unit location.

Router A communications device transferring packets of data from one

network to another which have different topology and network protocols. Controls the message traffic based on the node address and prioritises by routing the data along a specific part of the network. Routers also serve as communications interfaces between different media's. (ie. Fibre Optic, Twisted Pair.)

Workstation PC Operator Terminal.

02.4 Quality Assurance

02.4.1 The system shall comply with all the National Engineering Standard (NES) Guidelines for all products used and utilise the published profiles for all product network message and software configuration parameters. Where published profiles do not exist, draft standards shall be utilised or submitted as a draft as part of the submittals as required for approval. All drafts shall be submitted simultaneously to the Association and also a copy as part of the sub contract.

All products shall conform to the Interoperability requirements as outlined in the (NES) guidelines. All products shall be certified for standardisation compliance prior to delivery of submittals for comment. Standard Configuration Parameter Types shall be used for all product configuration parameters.


The Automatic Controls Specialist shall be able to demonstrate they have fully trained and qualified staff that has attended recognised certified training courses in the design and implementation of the software system. The Automatic Controls Specialist shall be able to identify a minimum of 5 similar projects where "Open Architecture" type systems have been deployed and are currently operating.

02.5 Network Design Responsibility

02.5.1 The Automatic Control Specialist shall take on the responsibility to be the overall co-ordinator and system integrator in the design and implementation of the Wide Area Network for the facility. The Automatic Controls Specialist shall liaise with other trades that shall be deploying compatible products to ensure optimum use of the network regardless of whether they are integrated with the (BMS) or operate standalone.

Responsibilities include: That all products deployed are certified for standardisation compliance and share the same communications protocol, objects, attributes & relevant standard network variables.

The design of the overall network including routers, bridges, nodes, patch panels, frames, etc to maintain optimum network performance and a fully working integrated system to the client.

Provide and formulate the procedures for testing and commissioning the network by other trades and certifying conformance to requirements for the network.

02.6 Network Configuration 02.6.1 Management Level Network

The management level shall comprise of an Ethernet TCP/IP network with a dedicated client server and remote workstations as detailed in section 03 of this specification. The system network shall support OPC and ODBC for transferring of data between proprietary and higher order systems at the management level and inclusion of a Web Server for full access to the (BMS) by selected users using the clients Intranet network. Typically this shall take the form of a window icon on the clients PC to allow adjustment of environmental conditions, raising or lowering of temperatures, switching of local plant within their own area building or department etc. The open data base connectivity shall allow selected alarms, transactions and logs to be saved to the central client server database and stored in a separate file segment in real time. The archived historical data shall be stored in an open format retrievable for manipulation by the appropriate officers to comply with all mandatory requirements


The server shall include the appropriate Network Interface Units (NIU) allowing cross network communication for all project nodes to be configured, installed and managed from any location as follows :-

Binding of network variables Program Loading Modifying network communication parameters Monitoring node messages for health checks or critical functions

Node management (install, replace, reset, take off line, put on line) Update node memory Modify the network database. Validate the network database Change node priorities and authorisation keys

02.6.2 Automation/Field Level

The network shall be based on one of the aforementioned standards as the means of communicating to the nodes on the network and to the client server/workstations. The network shall allow interoperation between different vendors and sub systems without the use of gateways to provide a fully co-ordinated and seamless integration to the operator. The network shall consist of high speed primary busses communicating to the primary client server and by the use of routers, bridges and transceivers to serve multiple sub-networks connected in a 'Star' topology. Each local area sub-network shall be capable of addressing all devices on the primary network. The design of the network shall be so configured that there is a minimum 20% spare capacity available on each segment of the sub networks.

The Automatic Controls Specialist shall maximise on the use of distributed input and output modules and intelligent devices with suitable interfaces to minimise on cable runs within the plantroom and field areas and maximise on the use of the network for intercommunication between controllers and devices.

The Automatic Control Specialist shall provide with their tender documents a network diagram indicating the primary routing and location of routers, bridges, transceivers, nodes, line drivers & similar equipment.

02.7 Network Management 02.7.1 The Automatic Controls Specialist shall provide all network management hardware

and software to logically install all the field control devices. Network management shall include the following services: device installation, device configuration, device self checking diagnostics, field programming, device maintenance, network variable binding, channel traffic analysis, message routing and repeating and protocol conversion.


Network Management Software shall be based on a graphical object-oriented software system that provides an intuitive interface for network design and installation and as a bridge to integrate the selected communications protocol capabilities into Windows XPTM, and Windows NTTM based applications. The Network Management system shall include all software modules necessary to provide a complete management, installation and maintenance tool for the network.

Network Management Tools and Software Applications shall be provided for analysis of all network devices which shall be continuously 'self checking' using appropriate fault diagnostic tools.

The Automatic Controls Specialist shall include for all hardware and software tools as part of the design and implementation of the network including protocol analysers, interface cards, network cards, channel capacity performance software and temporary database servers used during the installation & commissioning stage of the networks.

02.7.2 Futureproof Automatic Updating of Network

The Automatic Controls Specialist shall provide a system which is capable of being rapidly updated through a range of interchangeable network cards as the current trend in network technology evolves. Utilising a new network card shall automatically link the system onto the new network without any reconfiguration of hardware or reprogramming of software.

02.7.3 Automatic Dual LAN Switching

The network shall be constructed around two types of sub-networks comprising of the main backbone and a number of controller networks. Automatic Dual LAN Switching shall be implemented on the backbone network comprising of Dual Ethernet, Dual ArcNet or Ethernet/ArcNet. Under normal circumstances all traffic shall operate through the designated primary LAN with the secondary LAN being continuously monitored for availability. In the event of a failure of either one, the remaining LAN shall automatically handle all of the communications traffic. This Automatic switching to the standby LAN shall be completely transparent to the user and all communications facilities shall be fully operational. A critical alarm shall be raised at the BMS central computer to alert the users than Dual LAN Switching has occurred and that the Failed LAN needs attention/repair.

02.8 Routers, Bridges, & Repeaters.

1. The Automatic Controls Specialist shall equip each router and bridge with a network transceiver on each network port (inbound and outbound) as dictated by the network type e.g. (Type 1 - FTT, Type 2 - TP, Type 3 - PL, Type 4 - LP, Type 5 - RF).


2. The network router shall be designed to route messages from a segment, sub-net, or domain in full duplex communication mode Routers and bridges shall utilise suitable protocol transport, network, session layers to transparently route messages bound for a node address in another sub-net or domain.

3. Routers, bridges and repeaters shall be freely programmable and permit a systems integrator to define message traffic, destination, and other network management functions utilising appropriate installation tools through a Network Manager Software package or other Network based Management tool.

4. The routers, bridges, and repeaters shall be capable of DIN rail or panel

mounting and be equipped with status LED lights for Network traffic and power.

5. Provide a minimum of (2) Node processor for use as the network router communication controller.

02.8.1 Transceivers

1. The automatic controls specialist shall provide all Network Transceivers which

shall be transformer isolated with Free Topology, and suitable for twisted Pair communication/connection. The transceiver shall be mounted directly on a printed circuit board and shall meet the following specifications:

a. Meets all appropriate Association Guideline Interoperability Standards.

b. Differential encoded signaling for polarity insensitive network wiring.

c. Transformer isolated for common mode rejection.

d. 78kbs network bit rate up to distances of 2000m.

e. 1.25mbs network bit rate up to distances of 1000m.

f. Free topology supports star, home run, multi-drop and loop wiring topologies.

g. Complies with all (NES) requirements.

h. Less than 1 mA power consumption with +5VDC input voltage.

02.9 Nodes 02.9.1 All control units shall be standalone provided with co-processor or microprocessor

controller, a minimum 64K programmable non-volatile (flash) memory for general processing, power supply, input/output modules and network transceivers. Where distributed input/output Nodes are used they shall be fully compatible with each other and totally flexible/configurable for future reprogramming if used for other applications.

Where intelligent devices such as sensors and actuators are used they shall comply with the current version of the operability guidelines and comply with the appropriate function profile with matching objects & attributes throughout. Where intelligent actuation is employed the circuitry shall be so configured that all hardware safety


interlocks are retained and opening or closure is not reliant on the network in these instances.

The Automatic Controls Specialist shall identify where intelligent sensing and

actuation is used.

SECTION 3 (BMS) CENTRAL WORKSTATION FACILITY CONTENTS PAGE NO. 03 (BMS) CENTRAL WORKSTATION FACILITY 1 03.1 GENERAL 1 03.2 (BMS) CENTRAL WORKSTATION ESSENTIAL REQUIREMENTS 2 03.3 CENTRAL (BMS) WORKSTATION HARDWARE 3 03.4 CENTRAL CLIENT SERVER 4 03.5 WEB BROWSER ACCESS 5 03.6 COLOUR GRAPHIC MONITORS 5 03.7 KEYBOARDS 6 03.8 MONOCHROME ALARM PRINTERS 6 03.9 COLOUR GRAPHIC PRINTERS 6 03.10 DIAL-UP COMMUNICATION AND MODEMS 7 03.11 EXTERNAL POWER SUPPLY 8 03.12 EMERGENCY UPS SUPPLY SUPPORTING (BMS) WORKSTATION 8 03.13 (BMS) CENTRAL WORKSTATION PRE-DELIVERY TESTING 8


S:\Procedure & Information Manual\Documents\Working Documents\EPM PM10-Standard BMS Specification.doc

03 (BMS) CENTRAL WORKSTATION FACILITY

03.1 General 03.1.1 The Automatic Controls Specialist shall be responsible for the manufacture, pre-delivery

testing, supply and installation, site testing and commissioning of a Building Management System (BMS) central computer workstation. The workstation computer shall be connected via the Site Wide Network to the existing central Client file server located at the Estates department. The (BMS) computer workstation shall reside in the staff room G16 of the Humanities Building.

The (BMS) central workstation shall comprise of the following hardware components:-

Central processor unit (CPU). 17" colour graphic TFT analogue flat panel monitor (450mm). Keyboard and mouse. Ink jet colour printer for graphical and pictorial output (A3 size). General alarm printer (LaserJet) monochrome (A4 size). Auto dial-up modems (high speed).

The (BMS) central workstation as detailed above shall form the focal point for high level access to the entire DDC Control System, communicating through the local area network (LAN) or wide area network (WAN) as applicable. All (BMS) alarms shall be annunciated at this point. Facilities such as remote programming/interrogation of outstations and other communication and graphical facilities shall be available at this point together with auto-dial modem communication to the Client's pager system and mobile phone text messaging for emergency call-out procedures. The (BMS) central workstation facility on the site shall be capable of interrogating and communication with remote sites through the public switch telephone network (PSTN) in order that all parameters can be changed by operating personnel from the central workstation.

The central workstation computer and peripheral equipment shall be located within the ground floor staff room (G16) utilising furniture provided by the Contractor. Final locations of (BMS) equipment shall be agreed with the Engineers on site prior to installation.

Facilities such as remote programming and access to the points on the system shall be available from this location and the central workstation shall be responsible for the overall management of the entire services controlled by the (BMS) system.

The central workstation facility shall be freely programmable using ICONS, MENUS and POINTERS in order to enhance ease of use. The system shall be "mouse" operated using the latest and most up-to-date powerful Microsoft Windows software package in order to access a particular point into the system through the graphic user interface. The (BMS) central workstation shall be programmed with all the necessary alarm routines, dynamic graphics, data logging spreadsheets, energy saving software packages/program's/scheduling for complete management and maintenance of the entire (HVAC) services. The graphical user interface (GUI) shall be supplied with all multi-media software programs including MS Office/Adobe Acrobat/MS Excel and MS



Word. All sundry equipment and computer program's necessary for complete execution of the works shall be included within the Tender.

03.2 (BMS) Central Workstation Essential Requirements 03.2.1 The central workstation for the (BMS) shall meet the following essential requirements as

a minimum:-

a) Fully Automatic Operation - Unaided functional status following initial switch on or upon failure/restoration of power supply. Automatic polling of all outstations, constantly regenerating information. Contingency logging of all analogue values with simple viewer graphs tailored to suit specific site requirements shall be provided. The (BMS) workstations shall have a 'time out' facility after 30 minutes of inactivity (adjustable). A help facility shall be provided to guide the operators in setting up trend logs, produce & amend graphics, and all other (BMS) functions.

b) Automatic Alarm Handling and Hierarchy alarm structuring - Nature of fault and

time of occurrence to be printed in English Language text at the alarm printer and annunciated at central workstation. Where necessary this shall interrupt the user and other programs.

c) The (BMS) shall support simultaneous use of more than one operator terminal

from anywhere on the Communications Network. All commands shall report to the central file server including user password details, time logged on/off, adjustments made and global commands. Each individual operator shall have their own password which shall be used at all remote terminals on the site regardless of location to ensure continuity and compatibility throughout.

d) Data Handling - Recording processing and storing of all available data from field

outstations. Continuous logging of all data at one minute intervals whilst still maintaining adequate memory capacity. Automatic rollover with transfer of data to reserve archiving buffer for access to long term information requiring future analysis for a full one year term.

e) Maintain real time clock and yearly calendar fully synchronised with Greenwich

Mean Time (GMT) and British Summer Time (BST). The 12 month rolling calendar shall be included to automatically activate (BMS) commands and functions and be fully adjustable when configuring plant operations. The real time clock and yearly calendar shall be supported by the integral battery within the PC which shall have a minimum life span of ten years.

f) Software operated security routines shall automatically protect the (BMS) from

commands issued by unauthorised access. A system of passwords with a minimum of 10 levels assignable for each individual operator shall restrict and define user access. Protection shall be provided to ensure that actions by the operator cannot corrupt the essential operations of the (BMS). The various levels of access shall ensure that selected staff operators can view only plant associated with their own building whereas high level users such as facilities managers shall have full access to the entire site. It shall be possible at



management level to look from any building to other buildings and make adjustments which shall all be recorded at the central file server.

g) The central (BMS) workstation shall exchange all data with the field mounted

(BMS) outstations and, as part of its supervisory role, shall report all network communications faults to the operator. Failure of the external power supply to either the outstations or the central workstation shall raise an audible alarm and report to the printer.

h) The central workstation shall be arranged to automatically re-start when power is

restored. The system shall automatically reload software and check/reset the real time clock before resuming full control. The date and time of the restoration of power shall be logged and reported at the printer. Upon recovery, the central workstation shall poll all outstations checking the integrity of data flow in both directions gathering status and alarm data. The outstations shall then continue in normal operation.

j) All software routines shall be freely programmable from the central workstation

including all control parameters, (PID) loops, set points, dead bands, plant operation times (either individually or globally). All limits at which measure values cause alarms to be raised shall be fully adjustable and inhibiting of low priority alarms shall be selectable by the operator. All connected points shall have the facility to be 'taken out of auto' and placed in 'manual' control at the central workstation allowing operators to be able to raise/lower the setpoint or drive a point open/closed. Similarly plant such as pumps/fans/dampers shall be able to be operated manually if required whilst retaining all safety interlocks.

k) Automatic dial-out to remote pager system/mobile phones of all annunciated

alarms including text messaging and designation of selected alarms at the receiver. Alarms shall fall into defined categories as selected by the users and generally only critical alarms shall be automatically transmitted by text messages to mobile phone receivers The categories shall be programmed at the central workstation arranged in a hierarchy format dependent upon the nature of the alarm.

l) The (BMS) central workstation shall operating over TCP/IP Ethernet LAN. The

high speed communication capability shall enable the system to operate over an office IT network using the Category 3, 4 or 5 structured cabling approach or suitable fiber optic backbone networks offering high levels of flexibility. Data shall be transferred between sub-networks without reducing the effective speed of the transmission. The potential for data collisions and overloading of the network shall be eliminated by the inclusion of (CSMA/CD) Protocol Carrier Sense Multiple Access with Collision Detection.

03.3 Central (BMS) Workstation Hardware 03.3.1 All central (BMS) processors shall be manufactured to the following specification.

Hardware which does not meet the following criteria shall not be accepted.



a) Intel Pentium 4 Processor with PCI system board (minimum processor 3.20GHz, 1MB L2 cache).

b) Memory Chips

SD RAM (minimum 512 Mbyte) Cache Memory (minimum 1.0 Mbyte)

c) Graphics Accelerator Card (minimum 128 Mbyte)

d) Hard Disk Drive (minimum 160 Gbyte) Serial ATA (7200 RPM) e) CD reader/writer Drive (minimum 24x read speed 10x write speed)

f) Floppy Disk Drive (1.44 Mbyte 3.5")

g) External connections 2 fast serial ports 1 parallel port 1 graphics port 1 keyboard port 1 mouse port 2 USB ports

h) Power supply unit complete with electrical surge protective devices and all emissions filtering equipment.

03.4 Central Client Server 03.4.1 The Server shall be a standard commercial product available from leading

manufacturers in the IT industry utilising Intel Xeon 4 processor(s) operating at a minimum speed of 4.20GHz, 512 MB RAM and 1024 Gbytes of hard disc storage to allow for long term archive storage, operating system software and recorded data. The client server shall utilise Ethernet IEEE 802.3, (100 base-T) with a transmission speed of 100 Mbps using (CSMA/CD) protocol.

The system shall support multiple workstations. Each server shall be accessible by to

up to 10 clients simultaneously for remote interrogation of alarms & formatting management reports.

Long term archive storage shall be achieved by CD Read/Writer incorporated within the

(BMS) client server. The compact disk drive shall be incorporated as part of the server and shall also be used for loading operating software into the system.

The operating system shall enable multiple programs to run concurrently including

system logging, network communication, management reporting, graphical interface and system management.



The Server shall provide a back-up record of all controller configuration and data-base settings. The client server shall carry out the automatic recovery of all field controllers in the event of a loss of local data. The Server shall synchronise all client data and perform controller database alignment whereby all the dynamic field parameters, such as hours run, self learning optimiser programs, time schedules are all automatically updated at the remote BMS workstations.

The archive system shall be capable of reloading recorded data for preparation of reports. The CD media shall be (CDRW) for overwriting of data as applicable.

The server shall be provided at minimum with 25% spare expansion slots, 2 USB Ports, 2 printer ports and 2 serial ports to accommodate future requirements.

The server shall be suitable for operating within the following environmental conditions:- Temperature 10oC to 30oC Relative Humidity 20% to 80% RH No external filtration of air required

The Automatic Controls Specialist shall provide with their tender, full details on the existing or proposed server and whether it is a separate device or integral within a selected workstation.

03.5 Web Browser Access

A dedicated Web server shall be provided by the Automatic Control Specialist to allow the (BMS) to be viewed over the clients IT network using a Web Browser. Information shall be displayed in graphical format and provide access on a selective basis to undertake fundamental operations including alarm acknowledgement, commanding, changing set-points, setting up trend logs and generating reports. The Automatic Control Specialist shall liaise with the clients IT Department to supervise the implementation of the Web Browser package to identify all hardware and software requirements, fire wall protection equipment and configuration settings for user access. All Web-Browser access shall be security protected to the highest level by means of random keystroke Name & Number Alphanumeric passwords bespoke to the individual operators, including a request for personal details in the same manner as banking procedures. The web-browser access shall be totally robust and the possibility of remote 'Hacking' into the system shall be completely eliminated.

03.6 Colour Graphic Monitors 03.6.1 Colour graphic TFT flat panel monitors shall be digital format having a minimum

measurement of 500mm (17 inch) with a minimum viewable image size of 450mm when measured diagonally. The monitor shall be non-interlaced with low radiation emission, MPR-11 certified and carrying the CE mark. The monitor shall have pan and tilt



adjustment and a polarised screen filter to avoid glare. The colour graphic monitor shall be equipped with contrast, colour and brightness adjustment dials.

03.7 Keyboards 03.7.1 Keyboards shall be of the standard 105 key type and compatible for use with all

Windows 2002 and NT2000 based software packages. The key layout shall be standard QWERTY with separate groups of numerical and special function/soft keys.

All keyboards shall be individually cased and shall be separable from the central processor unit. The keyboards shall be provided with a lightweight flexible coiled lead and the lead termination shall incorporate a locking device to prevent accidental displacement of the connector.

03.8 Monochrome Alarm Printers 03.8.1 2 No. alarm printers shall be provided, one shall be located in the telephone exchange

for critical alarms only and the other shall be located adjacent to the (BMS) PC for all general alarms. The alarm printers shall be capable of being connected anywhere on the (BMS) network. The alarm printers shall be of the LaserJet monochrome type suitable for production of information in text or binary mode on tray feed A4 plain paper. The printers shall be of the latest models from companies such as Hewlett Packard, Epson, complete with network cards.

The units shall be complete with paper feed mechanism and shall be provided with

adequate paper storage trays. The units shall be capable of generating the full upper and lower case ACSII set

including the pound character. 2 No. spare toner cartridges shall be provided for the monochrome alarm printer.

03.9 Colour Graphic Printers 03.9.1 The colour graphic printer shall be of the inkjet type suitable for hard copies of all

graphical information and reproduction of the dynamic graphic displays in full colour. The colour printer shall be capable of being connected anywhere on the (BMS) network.

The colour printers shall be laserjet range suitable for full colour A3 copies with a

minimum print resolution of 1200 x 1200 dpi on plain paper.

The colour printers shall be of the latest models from companies such as Hewlett Packard, Epson, complete with suitable network cards. The colour printers shall be complete with paper feed mechanism and shall be provided with adequate paper storage trays.



The units shall be capable of generating the full upper and lower case ACSII set including the pound character.

Colour printers shall incorporate "paper low" and "ink low" indications to stop the printer and prevent damage to equipment. 2 No. spare black and colour toner cartridges shall be provided for the colour printer.

Should a printer be disconnected from the central processor an alarm shall be generated within the (BMS) system.

03.10 Dial-Up Communication and Modems 03.10.1 Auto-dial/Auto answer "Broadband compatible" modems shall be provided to allow the

(BMS) to communicate with remote operator workstations and pager systems on an automatic basis through the telephone system.

Auto-dial modems shall automatically place calls to pager systems to report critical

alarms, or to upload trend and historical information for archiving. The (BMS) shall analyse and prioritise all alarms to minimise the initiation of calls. Non-

critical alarms shall be buffered in memory and reported as a group of alarms, or until an operator manually requests an upload of all alarms.

The auto-dial program shall include provisions for handling busy signals, "no-answers"

and incomplete data transfers. Default devices shall be called when communications cannot be established with primary devices.

Operators at dial-up workstations shall be able to perform all control functions, all report

functions, and all database generation and modification functions as described for workstations connected by the local area network.

Routines shall be provided to automatically answer calls, and either file or display

information sent from remote (BMS) outstations. The fact that communications are taking place with remote control systems over telephone lines shall be completely transparent to an operator. An operator shall be able to access remote buildings by selection of any facility by its logical name. The dial-up program shall maintain a user-definable cross-reference of buildings and associated telephone numbers, so that the user shall not be required to remember or manually dial telephone numbers.

The central processor (BMS) may serve as an operator device on a local area network, as well as a dial-up workstation for multiple auto-dial (BMS) outstations or networks. Alarm and data file transfers handled through dial-up transactions shall not interfere with local area network activity, nor shall local area network activity keep the (BMS) from handling incoming calls. Dial-up communications shall be achieved through suitable Modems as manufactured by US Robotics utilising their range of 56k V90 technology or equivalent. A direct telephone line independent of the buildings switchboard will be provided adjacent to the central (BMS) workstation.



The (BMS) outstations may have their own modems or the central (BMS) may have a modem which shall access the entire site or remote sites.

03.11 External Power Supply 03.11.1 The power supply available for the central (BMS) workstation is:-

Voltage - 230 10% Frequency - 50 Hz 1%

Where the power supply is not satisfactory for the (BMS) workstation the Automatic Controls Specialist shall provide all necessary power packs/voltage stabilisers, harmonic filters and similar equipment required in order for the equipment served from the voltage supply to function correctly.

The (BMS) workstation and (BMS) system in its entirety shall be adequately protected against disturbances on the external power supply with respect to transients, noise, surges, dips, spikes or harmonics to ensure satisfactory operation at all times.

03.12 Emergency UPS Supply Supporting (BMS) Workstation 03.12.1 A stand alone uninterruptible power supply (UPS) unit shall be provided to maintain the

mains voltage to each central (BMS) workstation during a power failure. The (UPS) unit shall be continually on-line with a minimum nominal output power designed to allow the central (BMS) workstation and monitor to continue to operate for a minimum period of 30 minutes following a power outage. The (UPS) unit shall be housed within a suitable enclosure with an ingress protection rating of (IP20) and shall be of the desk-top mounted type with maximum dimensions of 125mm x 175mm x 390mm. The (UPS) unit shall be equipped with voltage stabilisers, user replaceable batteries complete with totally automatic battery test feature. The (UPS) unit shall be as manufactured by Sontay Ltd or equivalent.

03.13 (BMS) Central Workstation Pre-delivery Testing 03.13.1 The Automatic Controls Specialist shall include for pre-delivery testing of all equipment

and software proposed, proving software and final operational acceptance test of the complete (BMS). The Automatic Controls Specialist shall advise at least 14 days in advance of the pre-delivery test date. Acceptance of the pre-delivery test by the Engineer shall not relieve the Automatic Controls Specialist of their responsibility for the complete system meeting the requirements of this Specification after installation and its successful operation.

Prior to shipment of equipment to site, the Automatic Controls Specialist shall set up a representative sample of the (BMS) and demonstrate that the performance of the system satisfies the requirements of the Specification. The sample shall include the following:- i) Central Processor Unit



ii) Archive Storage Units iii) Operators Keyboard iv) Colour Monitor v) Alarm Printer vi) Communications Links vii) Sample Outstation viii) Two analogue input devices connected to outstation. One analogue output device connected to outstation. One digital input device connected to outstation. One digital output device connected to outstation. One pulse counting device connected to outstation. ix) Bespoke software required by this Specification.

All conditions of operation shall be simulated to demonstrate the performance of the system

at the Manufacturers Workshop/Office premises.



SECTION 4 INTELLIGENT (BMS) OUTSTATIONS CONTENTS PAGE NO. 04 INTELLIGENT (BMS) OUTSTATIONS 1 04.1 GENERAL 1 04.2 CONSTRUCTION 2 04.3 ENVIRONMENTAL CONDITIONS 2 04.4 SERIAL COMMUNICATION PORTS 2 04.5 LOCAL (LED) STATUS INDICATOR LAMPS 3 04.6 POINT TYPE 3 04.7 OUTSTATION SPARE POINTS 3 04.8 OUTSTATION POWER SUPPLY AND BATTERY BACK-UP 4 04.9 SURGE AND TRANSIENT PROTECTION 4 04.10 OUTSTATION TERMINATIONS 4 04.11 OUTSTATION AUTO-DIAL MODEMS 4 04.12 DATA STORAGE TREND LOGGING AND ARCHIVING 5 04.13 OUTSTATION MEMORY 5 04.14 REFERENCE DOCUMENT 6



04 INTELLIGENT (BMS) OUTSTATIONS

04.1 General 04.1.1 All outstation equipment shall be manufactured by the Automatic Controls Specialist

utilising their latest advanced range of micro-processor Direct Digital Controllers (DDC). The outstations shall consist of all necessary hardware and software to provide a totally "Stand Alone" and "Fully Intelligent" unit capable of all monitoring, corrective action, and control functions as detailed herein.

Each intelligent outstation shall be 'freely programmable' and modular in its construction to allow total flexibility, controlling its local plant independently of the control of any central (BMS) computer. The (BMS) outstations shall continue to operate fully in the event of a possible total failure of the (BMS) computer and/or any other outstations. The intelligent outstation shall be microprocessor based multi-tasking, direct digital control (DDC) units. All possibility of unauthorised adjustment shall be eliminated either by physical means or by the use of a robust alpha-numeric password protection system. The outstation shall preserve existing software and data for a period of 30 days upon loss of power to the outstation incorporating a charging system for the batteries, the batteries having a minimum life span of 3 years. This shall be achieved by means of an internal battery power supply, capable of supporting the real time clock and all volatile memory. Upon restoration of normal power the (BMS) outstation shall automatically resume full operation without any manual intervention whatsoever. All default values shall automatically reset following restoration of power supplies and all (BMS) Workstations and the client file server shall be updated automatically with the working values.

Intelligent (BMS) outstations shall be housed within their own enclosures located and grouped together as a composite part of the (HVAC) Outstation control panels.

Each "Stand Alone" (BMS) outstation shall consist of modular hardware units with plug-in enclosed processors, power supplies and input/output modules. A sufficient number of controllers shall be provided to fully meet the requirements of this specification and all spare capacity allocation. All (BMS) outstations shall have a self-analysis checking feature and shall transmit all malfunction messages to the central file server and (BMS) Workstations.

The outstation shall be suitable for programming locally at the plantroom and centrally from the (BMS) Workstation.

All outstation equipment shall operate satisfactorily in the electrical environment and ambient temperatures experienced within plantrooms or boilerhouse areas. All equipment shall be protected against the effects of conduction, heat transfer and radiated mechanical/electrical interference.



04.2 Construction 04.2.1 The equipment shall be generally of modular construction using a rack mounting

arrangement within the control section of the appropriate control panel, forming a single composite panel, including both microprocessor equipment, interlocking relays and pneumatic equipment for control valves (where applicable). All parts of the equipment shall be readily accessible for purposes of inspection and replacement on failure. Each item of equipment (module) shall be clearly identified and cross referenced with the working and finalised "as fitted" drawings.

The outstations shall be versatile resulting in adaptation to any application. Plug-on type relay modules and expander cards shall be configurable so that user customisation can be carried out at a later date with minimum disruption. Outstations shall be fitted with mini Hand/Off/Auto selector switches, allowing individual modules to be enabled or disabled to assist with pre-commissioning checks. Analogue outputs

Epm Pm10-Standard Bms Specification

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