A4-1b SPEC2026-0430_Specifications_IHS-Whiteriver-Hospital_BID-ADD-B.pdf

SMITHGROUP 14904.000 INDIAN HEALTH SERVICE

WHITERIVER HOSPITAL

BID ADDENDUM-B

30 APRIL 2026

INSTRUMENTATION AND CONTROL FOR HVAC 230900 - 1

SECTION 230900 - INSTRUMENTATION AND CONTROL FOR HVAC

PART 1 - GENERAL

1.1 SUMMARY

A. This Section includes control equipment, including but not limited to HVAC systems and components, control components for equipment not supplied with factory-wired controls.

B. Direct-Digital Control (DDC) system description

1. The Controls Contractor shall supply and install a complete Direct Digital Control

(DDC) Building Automation System (BAS) as required to accomplish the Sequences of Control for heating, ventilating, air-conditioning and other building-level equipment and systems as described herein.

C. Furnish all labor, materials, equipment and service necessary for a complete and operational DDC BAS pursuant with this specification and as shown on the associated contract drawings.

D. Provide all labor, material, equipment and service not specifically referred to in this specification or on associated drawings that are required to fulfill the functional intent of this specification at no additional cost to the Owner.

1.2 DEFINITIONS

A. B-AAC: Advanced Application Controllers

B. B-ASC: Application Specific Controllers

C. ATC: Automatic Temperature Control

D. BAS: Building Automation System

E. B-AWS: Advanced Workstation Software

F. B-OWS: Operator Workstation Software

G. B-BC: Building Controllers

H. BTN: BACnet Testing Laboratories

I. DDC: Direct digital control.

J. HLC: Heavy load conditions.

K. I/O: Input/output.

L. MS/TP: Master slave/token passing.

M. PC: Personal computer.

N. PID: Proportional plus integral plus derivative.

O. RTD: Resistance temperature detector.

1.3 CODES

A. Comply with all applicable current codes, ordinances, and regulations.

1.4 REFERENCE STANDARDS

A. The latest published edition of a reference shall be applicable to this Project unless identified by a specific edition date.

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B. All materials, installation and workmanship shall comply with the applicable requirements and standards addressed within the following references:

1. American Society of Heating, Refrigeration and Air Conditioning Engineers

(ASHRAE)

a. ANSI/ASHRAE Standard 135, BACnet

b. ASHRAE Guideline 36, High-Performance Sequences of Operation for

HVAC Systems

2. American National Standards Institute (ANSI)

3. UL 916: Energy Management Systems

4. BACnet Testing Lab

1.5 DDC SYSTEM REQUIREMENTS

A. DDC Systems installed under this specification shall strictly adhere to the following characteristics:

1. Building Automation System (BAS) Direct Digital Controls (DDC) shall consist of native BACnet, microprocessor-based, peer-to-peer, networked, distributed devices utilizing the BACnet communication protocol in an open, interoperable system. The BAS also includes operator interface devices, programming and configuration software applications, DDC input/output devices, non-DDC automatic temperature controls, enclosures and interconnecting conduit and wire.

a. The BACnet operating stack must be embedded directly in every Device at the board level, and in all operator interface software packages.

b. No Gateways, Communication Bridges, Protocol Translators or any other device that translates any proprietary or other communication protocol to the BACnet communication protocol shall be permitted as a part of the BAS installation pursuant with this specification section. Gateways may only be used as required for communication to existing systems or systems installed pursuant with other specification sections.

c. DDC controllers that are not BACnet compliant shall not be acceptable under this specification and are strictly prohibited.

d. The Owner shall receive ownership of all job specific configuration documentation, data files, programming tools, and application-level software developed for the project. This shall include all custom, job specific software code, databases and documentation for all configuration and programming that is generated for a given project and/or configured for use with the B-BC, BAS Server, and any related LAN / WAN / Intranet and Internet connected routers and devices. Any and all required IDs and passwords for admin and programming level access to any component or software program shall be provided to the Owner.

2. The BAS shall be modular in nature and comprised of a network of stand-alone DDC devices. The System shall be designed and implemented in such a way that it may be expanded in both capacity and functionality through the addition of DDC Devices, sensors, actuators, etc.

3. All BAS controllers shall be tested, certified, and clearly stamped and listed by the BACnet Testing Laboratories (BTL).

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4. Program database, data acquisition, and all control sequence logic shall reside in each DDC Device. The BAS shall not be dependent upon connection to a Server or Master Controller for performance of the Sequence of Control as outlined in this specification. Each individual Device shall, to the greatest possible extent, perform its programmed sequence without reliance on the BAS network.

5. All BAS DDC Devices at all levels shall be fully custom-programmable in the field using the standard Operators Workstation Software. No configurable, canned program application specific controllers will be permitted.

6. All BAS DDC Devices shall be capable of updating firmware using software via internet without replacing any hardware, microprocessors or chips.

7. The BAS shall be capable of sending system alarms and Event Notifications to pagers, and email services.

8. Actuation of control devices shall be electronic. Spring return fail-safe actuation shall be provided when loss of property and/or property damage is possible and where specified.

9. DDC Automatic Temperature Control (ATC) System shall prevent all controlled equipment from simultaneously restarting after a power outage. The order in which equipment (or groups of equipment) is started; along with the time delay between starts shall be user-selectable.

10. All binary output points shall be protected from short cycling via output configuration and/or programming. This feature shall allow minimum on time and off-time to be configurable.

11. The DDC System Manufacturer product line selected shall be the most current and complete offering from the manufacturer and shall currently be actively manufactured and supported at the time that this project is bid.

12. This project shall not be used as a test site. First release and test version hardware, software and firmware shall not be implemented on this project under any circumstances.

13. DDC System devices and spare components or equivalent shall be readily available for a minimum of five (5) years after the completion and final acceptance of this project.

1.6 WEB ACCESS

A. DDC system to be web based.

1. Web-Based Access to DDC System:

a. DDC system software based on server thin-client architecture, designed around open standards of web technology. DDC system server accessed using a web browser over DDC system network, using Owner's LAN, and remotely over Internet through Owner's LAN.

b. Intent of thin-client architecture is to provide operators complete access to DDC system via a web browser. No special software other than a web browser is required to access graphics, point displays, and trends; to configure trends, points, and controllers; and to edit programming.

c. Password-protected web access.

1.7 BASIC SYSTEM ARCHITECTURE

A. The DDC BAS as provided and installed under this specification shall be a complete system from a single manufacturer designed for use on intranets and the internet.

B. The BAS shall consist of a 4-Tier network architecture.

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1. Tier 1: Enterprise IP Network

a. Enterprise LAN to host Advanced Operators Workstations (B-AWS), Web-Enabled remote connectivity, client computers, and printers.

2. Tier 2: Building Infrastructure

a. High-speed BACnet/IP Local Area Network (LAN) to host Building Controllers (B-BC), Network Infrastructure devices, communications, and wiring.

b. The building infrastructure provides the connectivity to which networked control device connect. The Tier 2 devices shall be connected to the network via Ethernet IP.

3. Tier 3: Equipment Level

a. Serial communication network to host field level DDC controllers such as

Advanced Application Controllers (B-AAC), and Application Specific Controllers (B-ASC).

b. The equipment level controllers are connected to the Tier 2 BAS devices via RS-485 serial communication.

4. Tier 4: End Devices

a. Physical control device I/O such as field sensors and actuators.

b. The end devices are connected to the Tier 3 BAS devices via hardwired

I/O.

C. The primary BAS components shall include but not be limited to:

1. BACnet Advanced Operator Workstation Software (B-AWS)

2. Remote BACnet Advanced Operator Workstation Software (Remote B-AWS)

3. Portable Operator Workstation Software (Portable B-OWS)

4. Building Controllers (B-BC)

5. Advanced Application Controllers (B-AAC)

6. Application Specific Controllers (B-ASC)

D. B-BCs shall automatically route BACnet communications to all configured available BACnet networks.

E. B-AWS shall be fully IT-compatible devices that communicate directly on a TCP/IP Local Area Network (LAN).

1. LAN shall be 10/100/1000Mbps TCP/IP with the following minimum requirements:

a. Cable: 1000 base-T, UTP-8 wire, category 6 or greater

b. Minimum throughput: 10Mbps with the ability to increase to 1000Mbps

2. The Tier 1 Network shall provide communication between B-BCs, B-OWS, remote B-OWS and Web Server using a B/IP LAN backbone.

3. B-BCs shall connect directly to the LAN and communicate using B/IP without a TCP/IP Gateway or network server.

4. Coordinate implementation of the BAS on the Owner's LAN without disruption.

F. BAS Manufacturer must natively support the following BACnet data links as defined in the ANSI/ASHRAE Standard 135-2024, BACnet:

1. Point-to-Point (PTP)

2. Master Slave/Token Passing (MS/TP)

3. Ethernet (ISO 8802-3)

4. BACnet IP (B/IP)

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G. Special Network Architecture Requirements:

1. Air-Handling Systems: For control applications of an air-handling system that consists of air-handling unit(s) and VAV terminal units, include a dedicated LAN of controllers serving VAV terminal units connected directly to the controller that is controlling air-handling-system air-handling unit(s). Basically, create a DDC system LAN that aligns with the air-handling system being controlled.

2. Tier 3 Serial Networks: All control devices on a common serial network shall be configured to a common communication baud rate.

H. Field sensors and control devices shall connect to peer-to-peer, fully programmable B-BC, B-AAC & B-ASC as required to achieve the point monitoring and Sequence of Control as specified herein. All devices are to be monitored by a B-AWS. Final control devices are to be electronic.

I. Each Mechanical System and/or major piece of Mechanical Equipment shall have one

(1) dedicated B-BC controller with sufficient I/O capacity such that it shall be connected to ALL field devices and sensors associated with that system and/or piece of equipment. Distributed control of one (1) single piece of major mechanical equipment shall not be performed by multiple controllers.

J. All BAS controllers, sensors and devices shall be UL listed.

1. All BAS controllers and interface devices must be UL 916 Listed.

1.8 SYSTEM PERFORMANCE

A. Comply with the following performance requirements:

1. DDC System Speed:

a. Response Time of Connected I/O:

1) Update AI point values connected to DDC system every five seconds for use by DDC controllers. Points used globally to also comply with this requirement.

2) Update BI point values connected to DDC system every five seconds for use by DDC controllers. Points used globally to also comply with this requirement.

3) AO points connected to DDC system to begin to respond to controller output commands within two seconds. Global commands to also comply with this requirement.

4) BO point values connected to DDC system to respond to controller output commands within two seconds. Global commands to also comply with this requirement.

b. Display of Connected I/O:

1) Update and display analog point COV connected to DDC system every ten seconds for use by operator.

2) Update and display binary point COV connected to DDC system every ten seconds for use by operator.

3) Update graphic display refresh within 8 seconds.

4) Point change of values and alarms displayed from workstation to workstation when multiple operators are viewing from multiple workstations shall not exceed graphic refresh rate indicated.

INSTRUMENTATION AND CONTROL FOR HVAC 230900 - 6

2. Network Bandwidth: Design each network of DDC system to include spare bandwidth with DDC system operating under normal and heavy load conditions indicated. Calculate bandwidth usage and apply a safety factor to ensure that requirement is satisfied when subjected to testing under worst case conditions.

Minimum spare bandwidth as follows:

a. Tier 1 Networks: 30 percent.

b. Tier 2 Networks: 30 percent.

c. Tier 3 Networks: 30 percent.

3. DDC System Data Storage:

a. Include capability to archive not less than 48 consecutive months of historical data for all I/O points connected to system, including alarms, event histories, transaction logs, trends, and other information indicated.

b. Local Storage:

1) Provide server with data storage indicated. Server(s) to use IT industry standard database platforms and be capable of functions described in "DDC Data Access" Paragraph.

4. DDC Data Access:

a. When logged into the system, operator able to also interact with any DDC controllers connected to DDC system as required for functional operation of DDC system.

b. Use for application configuration; for archiving, reporting, and trending of data; for operator transaction archiving and reporting; for network information management; for alarm annunciation; and for operator interface tasks and controls application management.

5. Future Expandability:

a. DDC system size is expandable to an ultimate capacity of at least 1.25 times total I/O points indicated.

b. Design and install system networks to achieve ultimate capacity with only addition of DDC controllers, I/O, and associated wiring and cable. Design and install initial network infrastructure to support ultimate capacity without having to remove and replace portions of network installation.

c. Operator interfaces installed initially do not require hardware and software additions and revisions for system when operating at ultimate capacity.

6. Object Scan: Transmit change of state and change of analog values to control units or workstation within six seconds.

7. B-BC, B-AAC, & B-ASC shall be able to execute control loops at a selectable frequency at least 1 time every second. The controller shall scan and update the process value and output generated by this calculation at this same frequency at a minimum.

8. Alarm Response Time: Annunciate alarm at workstation within 45 seconds.

Multiple workstations must receive alarms within five seconds of each other.

9. Program Execution Frequency: Run capability of applications as often as five seconds but selected consistent with mechanical process under control.

10. Performance: Programmable controllers shall execute DDC PID control loops, and scan and update process values and outputs at least once per second.

11. Reporting Accuracy and Stability of Control: Report values and maintain measured variables within tolerances as follows:

a. Water Temperature: Plus or minus 0.5 deg F.

b. Water Flow: Plus or minus 1 percent of full scale.

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c. Water Pressure: Plus or minus 2 percent of full scale.

d. Space Temperature: Plus or minus 0.5 deg F.

e. Ducted Air Temperature: Plus or minus 0.5 deg F.

f. Outside Air Temperature: Plus or minus 0.5 deg F.

g. Dew Point Temperature: Plus or minus 3 deg F.

h. Temperature Differential: Plus or minus 0.25 deg F.

i. Relative Humidity: Plus or minus 5 percent.

j. Airflow (Pressurized Spaces): Plus or minus 3 percent of full scale.

k. Airflow (Measuring Stations): Plus or minus 5 percent of full scale.

l. Airflow (Terminal): Plus or minus 10 percent of full scale.

m. Air Pressure (Space): Plus or minus 0.01-inch wg.

n. Air Pressure (Ducts): Plus or minus 0.1-inch wg.

o. Carbon Monoxide: Plus or minus 5 percent of reading.

p. Carbon Dioxide: Plus or minus 50 ppm.

q. Nitrogen Dioxide: Plus or minus 50 ppm.

r. Electrical: Plus or minus 5 percent of reading.

12. Overall combined system repeatability of sensors, controllers and readout devices for a particular application shall be plus or minus 2% of full scale of the operating range. Repeatability of overall combined system of sensor, controller and readout device in a control loop application will be plus or minus 5% of full scale of the operating range.

13. Long-term electronic drift shall not exceed 0.4% per year.

14. All components provided as part of this system shall operate under ambient environmental conditions of 20F to 104F dry bulb and 10% to 90% relative humidity, noncondensing as a minimum. Sensors and control elements shall operate under the ambient environmental temperature, pressure, humidity, and vibration conditions encountered for the installed location. B-OWS equipment (hardware only), such as CRTs and printers, shall, unless designated otherwise, operate properly under ambient environmental conditions of 45F to 90F and a relative humidity of 10% to 90%.

15. Networked components of the system shall be able to operate at 90% to 110% of nominal voltage rating and shall perform an orderly shutdown below 80%.

16. Environmental Conditions for Controllers, Gateways, and Routers:

a. Products to operate without performance degradation under ambient environmental temperature, pressure, and humidity conditions encountered for installed location.

1) If product alone cannot comply with requirement, install product in a protective enclosure that is isolated and protected from conditions impacting performance. Enclosure to be internally insulated, electrically heated, cooled, and ventilated as required by product and application.

b. Protect products with enclosures satisfying the following minimum requirements unless more stringent requirements are indicated. House products not available with integral enclosures complying with requirements indicated in protective secondary enclosures. Installed location dictates the following NEMA 250 enclosure requirements:

1) Outdoors, Protected: Type 3.

2) Outdoors, Unprotected: Type 4X.

3) Indoors, Heated with Filtered Ventilation: Type 1.

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4) Indoors, Heated with Non-Filtered Ventilation: Type 2.

5) Indoors, Heated and Air-Conditioned: Type 1.

6) Mechanical Equipment Rooms:

a) Chiller and Boiler Rooms: Type 4.

b) Air-Moving Equipment Rooms: Type 2.

7) Localized Areas Exposed to Washdown: Type 4X.

8) Within Duct Systems and Air-Moving Equipment Not Exposed to

Possible Condensation: Type 3.

9) Within Duct Systems and Air-Moving Equipment Exposed to Possible

Condensation: Type 4.

10) Hazardous Locations: Explosion-proof rating for condition.

17. Environmental Conditions for Instruments and Actuators:

a. Instruments and actuators to operate without performance degradation under the ambient environmental temperature, pressure, humidity, and vibration conditions specified and encountered for installed location.

1) If instruments and actuators alone cannot comply with requirement, install instruments and actuators in protective enclosures that are isolated and protected from conditions impacting performance.

Enclosure is internally insulated, electrically heated, cooled, and ventilated as required by instrument and application.

b. Protect instruments, actuators, and accessories with enclosures satisfying the following minimum requirements unless more stringent requirements are indicated. House instruments and actuators not available with integral enclosures complying with requirements indicated in protective secondary enclosures. Installed location is to dictate the following NEMA 250 enclosure requirements:

1) Outdoors, Protected: Type 3.

2) Outdoors, Unprotected: Type 4X.

3) Indoors, Heated with Filtered Ventilation: Type 1.

4) Indoors, Heated with Non-Filtered Ventilation: Type 2.

5) Indoors, Heated and Air-conditioned: Type 1.

6) Mechanical Equipment Rooms:

a) Chiller and Boiler Rooms: Type 4.

b) Air-Moving Equipment Rooms: Type 2.

7) Localized Areas Exposed to Washdown: Type 4X.

8) Within Duct Systems and Air-Moving Equipment Not Exposed to

Possible Condensation: Type 3.

9) Within Duct Systems and Air-Moving Equipment Exposed to Possible

Condensation: Type 4.

10) Hazardous Locations: Explosion-proof rating for condition.

18. Backup Power Source:

a. Serve DDC system products that control HVAC systems and equipment served by a backup power source also from a backup power source.

19. UPS:

a. DDC system products powered by UPS units are to include the following:

1) Gateways.

2) DDC controllers.

20. Continuity of Operation after Electric Power Interruption:

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a. Equipment and associated factory-installed controls, field-installed controls, electrical equipment, and power supply connected to building normal and backup power systems are to automatically return equipment and associated controls to operating state occurring immediately before loss of normal power, without need for manual intervention by operator when power is restored either through backup power source or through normal power if restored before backup power is brought online.

B. Energy Dashboard

1. Provide interactive, educational dashboard using a web application to display real-time energy data and building performance metrics in a common area shown on the drawings. Incorporate Owner branding and coordinate content with the Owner and A/E of record. Provide user interface for content management that allows the Owner to update text and photos. Provide one 48 inches wall-mounted commercial-grade monitor and infrared multi-touch overlay with 3-year warranty.

Provide 24/7 content scheduler.

1.9 SEQUENCE OF OPERATIONS

A. See the contract drawings for system sequence of operations for each system to be controlled.

B. Program each DDC controller, third party equipment, etc., to perform the sequences of operation provided on the construction documents. Provide all necessary hardware on each piece of equipment in order for the equipment to perform the specified sequence and to meet the requirements of the point lists where provided.

C. The Contractor shall be responsible for all control wiring connections, auxiliary devices and control wiring diagrams to complete the control system and attain the described sequence of operation.

1.10 ACTION SUBMITTALS

A. Submit in writing and so delineated at the beginning of each submittal, known substitutions and deviations from requirements of Contract Documents. Deviation from Contract Documents must be approved by the Engineer of record prior to submittal.

B. Sequence of Operations, Controls Diagram, BAS architecture, Bill of Materials, Controls Matrix and Points lists shall be a SEPARATE submittal (under separate cover) from all equipment product data associated with the controls system. Documents should be word searchable and utilize bookmarks.

C. Complete BAS Engineering Design Submittal & Drawings shall be prepared pursuant with the following guidelines:

1. Submittal documentation and drawings shall consistently use the same abbreviations, symbols, nomenclature and identifiers. Each control system element shall be assigned a unique identifier pursuant with the Contract Documents.

2. Submittal documentation and drawings shall have at the beginning an Index and Design Drawing Legend.

a. Index shall list all design drawings and elements including the drawing number, sheet number, drawing title, etc.

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b. Legend shall show and describe all symbols, abbreviations and acronyms used on the Design Drawings.

D. Product Data: Include manufacturer's technical literature for each control device.

Indicate dimensions, capacities, performance characteristics, electrical characteristics, finishes for materials, and installation and startup instructions for each type of product indicated.

1. DDC System Hardware: Bill of materials of equipment indicating quantity, manufacturer, and model number. Include technical data for operator workstation equipment, interface equipment, control units, transducers/transmitters, sensors, actuators, valves, relays/switches, control panels, and operator interface equipment.

2. Control System Software: Include technical data for operating system software, operator interface, color graphics, and other third-party applications.

3. Controlled Systems: Instrumentation list with element name, type of device, manufacturer, model number, and product data. Include written description of sequence of operation including schematic diagram.

E. Shop Drawings: Detail equipment assemblies and indicate dimensions, weights, loads, required clearances, method of field assembly, components, and location and size of each field connection.

1. Bill of materials of equipment indicating quantity, manufacturer, and model number.

2. Schematic flow diagrams showing fans, pumps, coils, dampers, valves, and control devices.

3. Wiring Diagrams: Power, signal, and control wiring.

4. Plan Drawings indicating the following:

a. Screened backgrounds of walls, structural grid lines, HVAC equipment, ductwork, and piping.

b. Room names and numbers with coordinated placement to avoid interference with control products indicated.

c. Each desktop workstation network port, server, gateway, router, DDC controller, control panel instrument connecting to DDC controller, and damper and valve connecting to DDC controller, if included in Project.

d. Exact placement of products in rooms, ducts, and piping to reflect proposed installed condition.

e. Network communication cable and raceway routing.

f. Information, drawn to scale.

g. Proposed routing of wiring, cabling, conduit, and tubing; coordinated with building services for review before installation.

5. Riser diagram of the building communication network shall outline execution and details of all network cabling, BAS & Network Hardware including the following:

a. All BAS/DDC Hardware with controller number, unique identifier/tag, location, equipment and service.

b. All Network Hardware with unique identifier, location and service.

c. Network cabling configuration and execution specification.

d. Location of all cabling termination points and End of Line (EOL) terminators.

e. Location of all network interface jacks.

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f. For each network, indicate communication protocol, speed, and physical means of interconnecting network devices, such as copper cable type, or optical fiber cable type. Indicate raceway type and size for each.

g. A separate riser diagram shall be provided for each network segment.

6. Details of control panel faces, including controls, instruments, and labeling.

7. Control panel drawings indicating the following:

a. Panel dimensions, materials, size, and location of field cable, raceways, and tubing connections.

b. Interior subpanel layout, drawn to scale and showing all internal components, cabling and wiring raceways, nameplates, and allocated spare space.

c. Front, rear, and side elevations and nameplate legend.

d. Unique drawing for each panel.

8. A schedule of all BAS network devices including the unique equipment identifier/tag, description, IP address, MAC address, control panel name, and installation location.

9. A schedule of all control valves including the unique equipment identifier/tag, valve size, dimensions and installation/maintenance clearance, model number (including pattern and connections), close-off rating, flow, CV, pressure drop, pressure rating and location. The valve schedule shall also contain actuator selection data supported by calculations of the force required to move, close and seal the valve at design conditions.

10. A schedule of all control dampers. This shall include the unique equipment identifier, unique damper identifier/tag, damper size, pressure drop, blade configuration, orientation and axis of frame, blade rotation, location and selection criteria of actuators, nominal and actual sizes, and manufacturer and model number. The Damper Schedule shall include the AMCA 500-D maximum leakage rate at the operating static-pressure differential.

11. Sequence of Operation shall be submitted for every piece of equipment being controlled by and/or associated with the BAS. No operational deviation from specified Sequences of Operation as outlined in Contract Documents shall be permitted without prior written approval. Sequences of Operation shall include and conform to the following:

a. Refer to equipment and control devices by their specific unique identifiers/tags pursuant with the Contract Documents and BAS Submittal package.

b. Clearly represent actual Application Programming methodology and functional control operation. Do not merely provide a copy of Contract Document specified Sequence of Control.

c. Include description of functional system operation under normal and failure conditions.

12. DDC System Hardware:

a. Wiring diagrams for control units with termination numbers.

b. Schematic diagrams and floor plans for field sensors and control hardware.

c. Schematic diagrams for control, communication, and power wiring, showing trunk data conductors and wiring between operator workstation and control unit locations.

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13. Control System Software:

a. Cross-referenced listing of software to be loaded on each operator workstation, server, and DDC controller.

b. Description and technical data of all software provided and cross-referenced to products in which software will be installed.

c. Operating system software, operator interface and programming software, color graphic software, DDC controller software, maintenance management software, and third-party software.

d. Include a flow diagram and an outline of each subroutine that indicates each program variable name and units of measure.

e. Listing and description of each engineering equation used with reference source.

f. Listing and description of each constant used in engineering equations and a reference source to prove origin of each constant.

g. Description of operator interface to alphanumeric and graphic programming.

h. Description of each network communication protocol.

i. Description of system database, including all data included in database, database capacity, and limitations to expand database.

j. Description of each application program and device drivers to be generated, including specific information on data acquisition and control strategies showing their relationship to system timing, speed, processing burden, and system throughout.

k. Controlled Systems: Instrumentation list with element name, type of device, manufacturer, model number, and product data. Include written description of sequence of operation including schematic diagram.

14. Color graphics indicating the following:

a. Itemized list of color graphic displays to be provided.

b. For each display screen to be provided, a true color copy showing layout of pictures, graphics, and data displayed.

c. Intended operator access between related hierarchical display screens.

15. Controlled Systems:

a. I/O points labeled with point names shown. Indicate instrument range, normal operating set points, and alarm set points. Indicate fail position of each damper and valve, if included in Project.

b. I/O listed in table format showing point name, point type, type of device, manufacturer, model number, trend configuration, and cross-reference to product data sheet number.

c. A graphic showing location of control I/O in proper relationship to HVAC system.

d. Wiring diagram with each I/O point having a unique identification and indicating labels for all wiring terminals.

e. Unique identification of each I/O that to be consistently used between different drawings showing same point.

f. Elementary wiring diagrams of controls for HVAC equipment motor circuits including interlocks, switches, relays, and interface to DDC controllers.

g. Narrative sequence of operation.

h. Graphic sequence of operation, showing all inputs and output logical blocks.

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1.11 INFORMATIONAL SUBMITTALS

A. Data Communications Protocol Certificates: Certify that each proposed DDC system component complies with ASHRAE 135. Provide BACnet protocol information conformance statement (PICS) for each control device.

B. Qualification Data: For Installer and manufacturer.

C. Software Upgrade Kit: For Owner to use in modifying software to suit future systems revisions or monitoring and control revisions.

D. Field quality-control test reports.

1.12 CLOSEOUT SUBMITTALS

A. Operation and Maintenance Data: For HVAC instrumentation and control system to include in emergency, operation, and maintenance manuals. In addition to items specified in Section 017823 "Operation and Maintenance Data," include the following:

1. Operator's Manual with procedures for operating control systems including logging on and off, handling alarms, producing point reports, trending data, overriding computer control, and changing set points and variables.

2.

3. Programming Manual including:

a. Documentation of all project specific Application and DDC programs.

b. All necessary system Administrator-Level passwords and/or required access credentials.

c. Information required for programming BAS.

d. Complete Final Point Schedule including all hardware and software data points and documentation of calibration and configuration values for all Inputs, Outputs, Variables and PID Loops at the conclusion of systems commissioning and functional testing.

e. Routine preventative maintenance procedures, corrective diagnostic troubleshooting procedures and calibration processes.

f. Final Bill of Material with all installed parts, manufacturers, manufacturers' part numbers and ordering information.

g. A schedule of recommended spare parts with part numbers and supplier.

4. Complete system database as functional at the conclusion of systems commissioning and functional testing including all graphics and images used by and/or created for BAS on electronic format as accepted by Owner.

5. Maintenance instructions and lists of recommended spare parts for each type of control device.

6. Interconnection wiring diagrams with identified and numbered system components and devices.

7. Keyboard illustrations and step-by-step procedures indexed for each operator function.

8. Inspection period, cleaning methods, cleaning materials recommended, and calibration tolerances.

9. Calibration records and list of set points. Including calibrated trip points for differential pressure switches.

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10. Testing and commissioning reports and checklists of completed final versions of reports, checklists, and trend logs.

11. Names, addresses, email addresses, and 24-hour telephone numbers of Installer and service representatives for DDC system and products.

12. Owner training materials.

B. Software and Firmware Operational Documentation: Include the following:

1. Software operating and upgrade manuals.

2. Program Software Backup: On a magnetic media or compact disc, complete with data files.

3. Device address list.

4. Printout of software application and graphic screens for all major equipment or systems, such as chilled water plant including all components, typical air handling units, etc.

5. Software license required by and installed for DDC workstations and control systems.

C. Project Record Documents. Upon completion of installation and systems commissioning submit record documents for review. As-Built Project Record Documents should include:

1. Project Record Application Engineering Drawings shall include all BAS System

Engineering Design Submittal with Drawings updated to reflect actual field conditions, architecture and execution.

1.13 MAINTENANCE MATERIAL SUBMITTALS

A. Furnish a recommended list of (Add. B) materials described below that match products installed and that are packaged with protective covering for storage and identified with labels describing contents.

1. Two Relays each type.

2. Two Space sensors each type.

3. One Duct sensor each type.

4. One actuator each type.

5. One duct pressure DPT.

6. One transformer each type.

7. One controller each type.

8. Five vav controllers (Add. B)

9. One Supervisory controller each type.

1.14 QUALITY ASSURANCE

A. DDC System Manufacturer Qualifications:

1. Nationally recognized manufacturer of DDC systems and products.

2. DDC systems with similar requirements to those indicated for a continuous period of five years within time of bid.

3. DDC systems and products that have been successfully tested and in use on at least five past projects.

4. Having complete published catalog literature, installation, operation, and maintenance manuals for all products intended for use.

5. Having full-time in-house employees for the following:

a. Product research and development.

b. Product and application engineering.

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c. Product manufacturing, testing, and quality control.

d. Technical support for DDC system installation training, commissioning, and troubleshooting of installations.

e. Owner operator training.

B. DDC System Provider Qualifications:

1. Authorized representative of, and trained by, DDC system manufacturer.

2. In-place facility located within 50 miles of Project.

3. Demonstrate past experience with installation of DDC system products being installed for period within five consecutive years before time of bid.

4. Demonstrate past experience on five projects of similar complexity, scope, and value.

5. Demonstrate past experience of each person assigned to Project.

6. Staffing resources of competent and experienced full-time employees that are assigned to execute work according to schedule.

7. Service and maintenance staff assigned to support Project during warranty period.

8. Product parts inventory to support ongoing DDC system operation for a period of not less than five years after Substantial Completion.

9. DDC system manufacturer's backing to take over execution of the Work if necessary to comply with requirements indicated. Include Project-specific written letter, signed by manufacturer's corporate officer, if requested.

C. Electrical Components, Devices, and Accessories: Listed and labeled as defined in NFPA 70, Article 100, by a testing agency acceptable to authorities having jurisdiction, and marked for intended use.

D. Comply with ASHRAE 135 for DDC system components.

1.15 EXTENDED WARRANTIES

A. Warrant all DDC controllers to be free of defect in material and workmanship under normal operation and expected service as published by the manufacturer in the unit's performance specifications for a period of two (2) years at a minimum.

B. Warrant all carbon dioxide (CO2) sensing elements to be free of defect in material and workmanship under normal operation and expected service as published by the manufacturer in the unit's performance specifications for a period of three (3) years at a minimum.

C. Warrant all relative humidity (RH) sensing elements to be free of defect in material and workmanship under normal operation and expected service as published by the manufacturer in the unit's performance specifications for a period of three (3) years at a minimum.

D. Warrant all other components of the BAS and installation to be free of defects in workmanship and material under normal expected service and use for a period of two

(2) years from the date of final acceptance of the BAS by the Owner.

E. During the warranty period, provide all labor and materials required to repair or to replace all items or components that fail due to defects in workmanship or manufacture at no charge or reduction in service to the Owner.

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F. Except in the event of property loss or damage, warranty service shall be provided during regular working hours Monday through Friday at no charge unless otherwise explicitly outlined in the Contract Documents. Warranty work outside these periods and associated charges shall be coordinated with Owner.

1.16 DELIVERY, STORAGE, AND HANDLING

A. Factory-Mounted Components: Where control devices specified in this Section are indicated to be factory mounted on equipment, arrange for shipping of control devices to equipment manufacturer.

B. System Software: Update to latest version of software at Project completion.

1.17 COORDINATION

A. Coordinate location of all thermostats, humidistats, and other exposed control sensors with plans and room details before installation.

B. Coordinate with all related systems, subcontractors and the associated manufacturers responsible for the system to determine the points that are to be mapped from the third-party system to the BAS. At a minimum, provide mapping, alarm configuration, and graphic creation for each system.

C. Coordinate systems outside of Divisions 23 that have been included as a part of the overall BMS system. Achieve compatibility with systems and equipment that interfaces with the BMS systems. Such systems may include:

1. Plumbing Metering.

2. Plumbing Equipment provided under Division 22.

3. Intrusion Detection.

4. Access Control and Security Systems.

5. Clock Systems.

6. PLC Electronic Detention Monitoring and Control Systems.

7. Addressable-fixture Lighting Controls.

8. Digital, Addressable Fire Alarm System.

9. Electrical Power Monitoring and Control.

10. Panelboards.

11. Motor-Control Centers.

12. Emergency Power Equipment.

13. Conditioned electrical branch circuits for BMS devices.

PART 2 - PRODUCTS

2.1 MANUFACTURERS

A. Manufacturers: Subject to compliance with requirements, provide products by one of the following:

1. Automated Logic Corporation.

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B. Control system shall consist of sensors, indicators, actuators, final control elements, interface equipment, other apparatus, accessories, and software connected to distributed controllers operating in multiuser, multitasking environment on token-passing network and programmed to control mechanical systems. An operator workstation permits interface with the network via dynamic color graphics with each mechanical system, building floor plan, and control device depicted by point-and-click graphics.

C. Incorporate other monitored or controlled systems identified in paragraph 1.17.C above.

2.2 BACNET ADVANCED OPERATORS WORKSTATION PLATFORM (B-AWS)

A. The BACnet Advanced Operator Workstation Platform (B-AWS) provides complete configuration, monitoring, modification and operation of the entire DDC System by advanced building operators and technicians.

B. Provide as specified herein complete all associated Operating System, Operators Workstation Application Software and Third-Party Software Applications preloaded and configured.

C. BACnet Advanced Operator Workstation Platform (B-AWS) shall reside on the Enterprise Level Communication Network (ELCN) or the Building Level Communication Network (BLCN) using the BACnet/IP data link as specified in ANSI/ASHRAE Standard 135.

1. Provide one PC-based microcomputer(s) with minimum configuration as follows:

a. Motherboard: 8 integrated USB 3.0 or higher, Gigabit Ethernet (10/100/1000), integrated audio, and BIOS with TPM 2.0 and secure boot support.

b. Processor: Intel Core i7 (11th Gen or newer), 3.3 GHz base frequency or higher.

c. SD Random-Access Memory: 32 GB RAM or higher.

d. Graphics: Integrated graphics (e.g., Intel Iris Xe or equivalent).

e. Monitor: 21.5” or larger Full HD (1920x1080) LCD.

f. Keyboard: Full-size QWERTY keyboard.

g. Hard-Disk Drive: 8 TB SSD.

h. DVD Read/Write Drive: Internal or external USB DVD Read/Write Drive (if required).

i. Mouse: Optical USB mouse.

j. Uninterruptible Power Supply: 2 kVa.

k. Operating System: Microsoft Windows 11 Professional.

2. Network Protocol Compliance: Workstation shall use ASHRAE 135 protocol and communicate using ISO 8802-3 (Ethernet) datalink/physical layer protocol.

Printer: Color, ink-jet type as follows:

a. Print Head: Minimum 4800 x 1200 dpi optimized color resolution.

b. Paper Handling: Minimum of 100 sheets.

c. Print Speed: Minimum of 17 ppm in black and 12 ppm in color.

3. Application Software:

a. I/O capability from operator station.

b. System security for each operator via software password and access levels.

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c. Automatic system diagnostics; monitor system and report failures.

d. Database creation and support.

e. Automatic and manual database save and restore.

f. Dynamic color graphic displays with up to 50 screen displays at once.

g. Custom graphics generation and graphics library of HVAC equipment and symbols.

h. Alarm processing, messages, and reactions.

i. Trend logs retrievable in spreadsheets and database programs.

j. Alarm and event processing.

k. Object and property status and control.

l. Automatic restart of field equipment on restoration of power.

m. Data collection, reports, and logs. Include standard reports for the following:

1) Current values of all objects.

2) Current alarm summary.

3) Disabled objects.

4) Alarm lockout objects.

5) Logs.

n. Custom report development.

o. Utility and weather reports.

p. Workstation application editors for controllers and schedules.

q. Maintenance management.

4. Custom Application Software:

a. English language oriented.

b. Full-screen character editor/programming environment.

c. Allow development of independently executing program modules with debugging/simulation capability.

d. Support conditional statements.

e. Support floating-point arithmetic with mathematic functions.

f. Contains predefined time variables.

D. Portable BACnet Advanced Operators Workstation (Portable B-AWS): Provide one portable notebook-style, PC-based microcomputer terminal capable of accessing system data by connecting to system network with minimum configuration as follows:

1. System: Integrated USB 3.0 or USB-C, Gigabit Ethernet (10/100/1000), integrated audio, and BIOS with TPM 2.0 and secure boot support.

2. Processor: Intel Core i5 (11th Gen or newer), 2.4 GHz base frequency or higher.

3. SD Random-Access Memory: 16 GB RAM or higher.

4. Graphics: Integrated graphics (e.g., Intel Iris Xe or equivalent).

5. Monitor: 15.6” Full HD (1920x1080) IPS LCD.

6. Keyboard: Full-size QWERTY keyboard with touchpad.

7. Hard-Disk Drive: 2 TB SSD.

8. Pointing Device: Integrated touchpad or equivalent.

9. Operating System: Microsoft Windows 11 Professional.

10. DVD Read/Write Drive: External USB DVD Read/Write Drive (if required).

E. Communications and Protocols

1. B-AWS information access for the control system shall utilize the BACnet protocol only for communication to B-BCs, B-AACs, B-ASCs and all other BAS DDC controllers.

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2. B-AWS shall reside on the same LAN as B-BCs. B-AWS shall as a minimum support point-to-point (PTP) and BACnet/IP physical/data link layer protocols.

3. The B-AWS specified here may, at the Owner's option, be located remote from the BACnet internetwork. Other than the difference in B-AWS communication speed, the system shall be capable of remote operation via BACnet LAN types with no degradation in application performance.

4. B-AWS Operating System (OS) Software shall be consistent on all B-AWS hardware platforms provided.

5. B-AWS Application Software shall be provided and licensed to Owner. Provide latest versions of software available.

2.3 CONTROL SYSTEM ADVANCED OPERATORS WORKSTATION (B-AWS)

APPLICATION SOFTWARE

A. BACnet Advanced Operator Workstation Platform (B-AWS) software shall comply with the minimum requirements of ANSI/ASHRAE Standard 135 Annex L for a B-AWS and shall be certified and listed by the BACnet Testing Laboratories (BTL) as a B-OWS.

BTL product listings are available from BACnet international.

B. System Configuration

1. The workstation shall provide a complete engineering tool for the configuration of the system. This shall allow for future system changes under proper password protection including dynamic creation, deletion and modification of all configuration parameters, programs, graphics, trend logs, alarms, schedules and every BACnet object used in the installed system.

C. Security

1. Each operator shall be required to log on to the system with a unique username and password in order to view, edit, add or delete data.

D. Operators will be able to perform only those commands available for their respective passwords.

1. System security permissions shall be multi layered and defined for each individual operator to restrict/permit day-to-day operations and system configuration.

a. A minimum of 10 levels of access shall be supported with a configurable matrix of operator actions allowed for each access level, broken down into at least 200 possible operator actions.

b. A minimum of 50 passwords shall be supported at each B-OWS.

2. An administrator-level operator shall have the ability to configure credentials for all other operators.

3. User-definable, automatic log-off timers of from 1 to 60 minutes shall be provided to prevent operators from inadvertently leaving B-AWS in an unsupervised logged-in state.

4. Security data shall be stored in an encrypted format.

E. Alarming and Event Notification

1. B-AWS shall utilize BACnet Alarm Events and Protocol Implementation

Conformance Statement (PICS) shall support at a minimum the following BACnet Interoperability Building Blocks (BIBBs):

a. Alarm and Event - Acknowledge-A (AE-ACK-A)

b. Alarm and Event - Notification-A (AE-N-A)

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c. Alarm and Event - Alarm Summary View-A (AE-AS-A)

d. Alarm and Event - View and…