HVAC-CONTROLS-SOW.pdf

Statement of Work (SOW)

Replace Visitor Center HVAC Controls

Saratoga National Historical Park (SARA)

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes HVAC controls for the SARA Visitors Center.

It is the intent that the controls in the Visitors Center form a unified system with a single web-based user interface. Controls for each system shall otherwise be independent such that if connectivity between the systems is lost, the buildings will continue to function.

The user interface for the control system, for use by park staff to set schedules and adjust setpoints, will be located in the office with wired connectivity to the JACE (JAVA Application Control Engine).

B. The Contractor shall visit the site prior to the creation of material submittals to understand the existing systems in the building.

The systems were modified on several occasions. Old constructions drawings are provided for context and are not an as built set.

1. 1960 drawings indicate the original building construction with a single furnace and a boiler serving the air handlers.

2. 1974 drawings indicate an addition to the building and the introduction of air conditioning to the building and replacement of the air handlers.

3. 1990 drawing replacement of the furnace with three new furnaces and added electric heat to the air handlers in place of hot water.

4. 2019 the furnaces were replaced the final time, but the controls were no updated.

Sketches at the end of this document show only major equipment locations. See old drawing for further information.

The various HVAC systems do not currently have a unified control system or advanced energy saving control strategies. The control strategies in this document are intended to provide the overall requirements for the system, but do not include detailed programming instructions. The Contractor shall inspect the site, interview staff, and determine the detailed control strategy.

C. The Contractor shall list broken equipment which are to be controlled so that the Government can take further action. For example, a broken humidifier that fails to start even though the signal was properly sent from the new controller would be listed as a broken humidifier.

D. The entire control system for the building shall be replaced including all thermostats and actuators with the exception that safeties for the furnaces, condensers and heat pump shall continue to protect the equipment.

1.2 SUBMITTALS

A. Product Data: For each type of product indicated.

B. Shop Drawings:

1. The contract documents show the general location and intent of the project but are not specific to a model or manufacture. The contractor shall meet specific installation requirements as specified by the manufacture.

Provide Project specific sketch of system indicating the size and material for the

a. sensors

b. actuators

c. controllers

2. Project specific materials.

C. Operation and maintenance data.

1. Provide one paper copy in a three-ring binder and one digital file.

D. As Built

1. Provide as built drawing showing each sensor and actuator. Provide information regarding the connection to the controller.

2. Provide sequence of operation as built.

3. Provide manufactures data for each controller, sensor, relay, and actuator used in the project. Label each datasheet with the point name used in the control program.

Highlight the equipment used and options provided.

4. Provide a backup of all software, manufacturers data, and operating instructions.

1.3 QUALITY ASSURANCE

A. The system components shall be tested by a Nationally Recognized Testing Laboratory and shall bear the label.

B. Electrical Components, Devices, and Accessories: Listed and labeled as defined in NFPA 70, by a qualified testing agency, and marked for intended location and application.

1.4 WARRANTY

A. Special Warranty: Manufacturer's standard form in which manufacturer agrees to repair or replace components of split-system air-conditioning units those fail in materials or workmanship within specified warranty period.

1. For Parts: One year(s) from date of Substantial Completion.

2. For Labor: One year from date of Substantial Completion.

PART 2 - PRODUCTS

2.1 Controls shall be BACnet compatible with Niagara JACE (Java Application Control Engine, latest edition) web server.

A. All controllers shall be in a metal box with hinged door. Provide wiring strips. Label all wires with the point name used in the control program. Provide a legend indicating the label, description, location of each point. Provide a graphics printout indicating the location of each point on the graphic.

B. Provide all required auxiliary equipment including power supplies, surge protectors, as required for a complete and useable system.

C. Provide tags on all sensors, relays and actuators with the point name used in the control program.

2.2 Provide a user Graphical User Interface with user pages sized to work on a touch screen for all common functions to be used by building users and advanced screens for building maintenance staff use.

A. Provide JACE with (2) 10/100 Ethernet ports, real time clock and latest edition Niagara latest software. Provide licensing, power supply, drivers as required.

B. Provide a user interface touch screen.

User interface touch screen shall be a minimum of 16” nominal diagonal. Provide wall mount.

User interface shall have a web-based connection to the JACE Controller and shall be capable of modifying setpoint temperatures and schedules. Provide hard wire to JAVA controller.

C. Provide login information including programmer, supervisor, and maintenance personal and user login passwords.

2.3 The building may not be provided with internet access at this time. All controls shall be able to be operated and controlled locally without an internet connection but be capable of a future internet connection. Provide all wiring hardware and software for a future Internet connection.

2.4 All relays shall have Hand Off Auto switches and indicator light to allow for testing and maintenance.

2.5 Indoor Temperature Sensor / Humidity sensor / Override switch.

1. BACnet Compatible.

2. Has LED display for temperature and humidity.

3. Has up and down controls to adjust setpoints. Setpoint limited to 65 to 72 heating and 70 to 76 cooling by control program.

4. Has occupancy override button.

5. CO2 sensor may be separate or integrated into the room sensor.

2.6 Damper Actuators

A. Direct shaft drive compatible. Modulating.

2.7 Occupancy Sensor

1. Ceiling mounted.

2. Passive inferred.

3. 360 degrees

4. Wired connection. No batteries.

2.8 Draft inducer proof switch and Combustion air proof switch.

A. Required for two furnaces. Label wire for each furnace at each device.

B. Damper Proof switch is separate from actuator, monitors damper position as open or closed.

C. Hard wire Interlock with burner controls for each furnace such that neither furnace can start without proof of inducer draft and combustion air damper.

2.9 JACE Requirements

a. the JACE (Java Application Control Engine) controller (Hardware and Software) shall be capable of providing a web-based interface. Provide all required licensing, wiring, power supply and equipment as required for a complete and functional system. It is the intent that all Park Maintenance staff interaction with the system be via web browser.

i. New JACE controller shall:

1. work with:

a. BACNET Controllers

b. email (SMPT)

c. capable of generating HTML5

2. Have two Ethernet ports and all drivers as required to connect to BACnet over Ethernet for future use and connect to the internet over the existing building Ethernet point of connection.

3. Have a minimum of a 4 GB micro-SD card.

4. Have Niagara, current release software.

5. Have licensing for devices and points as required to operate the two buildings.

6. Be warranted for one year from the date of substantial completion.

b. Provide all required programing of the new controller to:

i. Provide Web pages indicating the status of I/O throughout the system.

ii. Connect to all controllers and I/O including the boilers, air handlers and BACnet controllers. It is intended that each input, output, and set point be visible from the web user interface and allow changes to be made by the park maintenance staff.

iii. Provide time and outdoor temperature to other controllers.

iv. Pass information between as necessary for proper sequence of operation.

v. Allow connection from the internet using a web browser.

vi. Send alarms to the Maintenance Staff via email indicating the nature of the alarm. Alarms shall indicate the building the alarm is in, the equipment generating the alarm and the nature of the alarm.

c. The JACE Controller shall have no direct input or output to equipment and all control shall be performed by the BACnet controllers. The JACE Controller shall be used as a user interface. The JACE Controller shall generate historical graphs, web interface, and email.

d. The government will provide NO material, tools, or technical resources in the execution of this work.

e. Provide personnel with at least three years of experience working with BACnet and JACE Controllers. Provide all required equipment, programing, and expertise as required to access the existing system and the new system. The Contractor shall have a successful history in the design and installation of Niagara Framework based Integrated Automation Systems to provide web browser monitoring and control with BACnet field level devices. Contractor must demonstrate experience in Building Control installations for not less than 3 years and in Direct Digital Controls installation projects with point counts equal to this Project and systems of the same character as this Project.

f. The U.S. Government shall be the named license holder of all software associated with all incremental work on the project.

g. The U.S. Government shall receive ownership of all job specific configuration documentation, data files 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 NAC, FMCS Server(s), and any related LAN / WAN / Intranet and Internet connected routers and devices. All required IDs and passwords for admin and programming level access to any component or software program shall be provided to the Contracting Officer.

h. Contractor shall furnish and install all hardware, software, and programming necessary to provide a complete and functioning system as specified. Contractor shall include all hardware, software and programming not specifically itemized in these Specifications, which is necessary to implement, maintain, operate, and diagnose the system in compliance with these Specifications.

PART 3 - EXECUTION

3.1 HVAC Control System

A. The work of this section includes providing a user interface, sensors, and actuators for a complete and useable system. The work of this section includes the coordination and connection of controls from the various systems to create a fully functional control system.

B. Provide programmable digital controllers.

C. Provide web-based user front end.

D. Verify the operation of existing safeties for each furnace, air handler, condenser and heat pump to ensure that the safeties will override the building automation system on such things as high temp, motor overload, as well as fire.

E. Install and verify operation of new safeties for draft inducer and combustion air damper.

Furnace shall not start without proof per NFPA 31 code requirements.

3.2 General

A. Remove all abandoned sensors, thermostats, humidistats, actuators, relays, and other equipment abandoned as part of the work of this project. Remove all exposed wiring that is abandoned as part of this project.

B. Remove existing abandoned controls for AHU 2 and AHU 3 that were previously abandoned but not removed.

C. Label all sensors and actuators.

D. Verify operation of equipment during the first heating season and first cooling season.

Adjust parameters as required to meet the requirements of the building.

E. Wiring in occupied spaces shall be hidden in walls and ceiling. All control wiring shall be new.

Wiring between controllers / JACE / display shall be CAT 8. Wired sensors, relays and actuators shall be used. (Not wireless)

F. Provide wiring for control system from existing breaker panels. Provide appropriate breaker. 110-volt wiring shall be in conduit.

3.3 Anticipator

A. Provide logic that will anticipate the amount of time to warm up the space based on outdoor temperature. Start the system to facilitate the room being at setpoint at the time indicated on the schedule.

3.4 Graphics

A. Provide all required user interface to allow the setting of temperature set points and occupied periods. User interface for non-logged in user is intended for non-technical users and shall provide immediate access to:

1. the floor plans, with space & outdoor temperatures & humidity, view only

2. Schedule updateable

3. Schedule overrides

4. room temperature set-points, B. Provide screen advanced graphics on the JACE indicating for trained maintenance personnel:

1. Provide log in screen.

2. All the above screens shall be available to the logged in user, with full control.

3. Provide a graphic for each furnace and air handler indicating the direction air flow through the unit and all equipment related to the unit including fans, sensors, actuators, outdoor air.

Graphics for the air handlers & Furnaces are for Building Maintenance Personnel and shall allow for overriding all related sensors, relays, and actuators items as necessary for troubleshooting. Inspect each air handler and furnace on site to determine the proper graphic representation. (Do not trust the old plans)

4. All default setpoints shall be adjustable by maintenance personnel.

5. Provide a graphic indicating the fuel level and leak status.

6. Provide a trend log (graph) of temperature and humidity for each sensor as would be good for trouble shooting and as a history for the Historians use in maintaining artifacts.

3.5 Alarms

1. Internet may not be available for use at the time of this contract. The Contractor shall create alarms for future internet connection. Alarms shall be displayed on the screen as they occur.

Only logged in users can acknowledge alarms.

a. Fuel tank low, less than 100 gallons

b. Fuel tank leak

c. Fuel gauge Trouble

d. Fire alarm

e. Fire trouble

f. Low temp in any space (alarm states space name)

g. Low duct temp for any duct sensor (alarm states duct sensor location)

h. Furnace failure (supply duct fails to warm up after call for furnace – 5 minute delay)

i. Air handler failure (supply duct fails to warm/cool after call from BMS – 5-minute delay)

3.6 Startup

A. Test System:

1. Verify system operation of the controllers provided.

2. Verify information is being transmitted and received from each controller.

3. Field measure and check all inputs including all temperature sensors and humidity sensors. Calibrate where possible.

4. Field verifies that all discreet inputs are working.

5. Field verifies operation of all outputs including the operation of all actuators and relays.

6. Provide a written report listing each I/O point and its condition as OK or needs repair/replacement.

7. Update any required programing which appears to differ from the anticipated operation of the building.

B. Provide 8 hours on site training / system demonstration to maintenance personnel indicating the proper operation of the system. Training shall not be started until all work of this contract, including testing, is complete. It is the intent that the training be on site, using a fully operational system.

C. Verify that the occupancy sensor information for the theater is valid for the full amount of time for show and provide time delay if needed to account for people sitting quietly in seats.

D. Contractor shall test / balance / adjust and program for necessary additional point as required to achieve proper systems operation.

E. All sensors and actuators shall be labeled to indicate the point name.

3.7 Backup

A. Provide a backup DVD containing all control software for all controllers and JACE equipment.

Point List A. Furnace F2 (1990 drawings)

a. Serves lobby area, Oil fired 350 MBH (located in basement)

b. Provide space temperature sensor/ humidity sensor / override switch.

c. Provide start relay for furnace.

d. Provide supply air temperature sensor down stream of condenser coil.

e. Provide start/stop for humidifier H2.

Humidifier is a Carel Seie 2000 with a Carel CDC 303 controller Humidifier is currently not working. Humidifier Repair by others.

Condensing Unit CU4 (1974 drawings)

f. Provide start / stop.

B. Furnace F3 (1990 drawings)

a. Serves office area, Oil fired 190 MBH (located in basement)

b. Provide space temperature sensor/ humidity sensor / override switch.

c. Provide start relay for furnace.

d. Provide start relay for 2 stage heat 208 volts / 1 phase.

e. Provide supply air temperature sensor.

f. Provide start relay for humidifier H3.

g. Provide modulating damper actuator for outside air.

C. Furnace room fresh air outside air damper (1990 drawings)

a. One damper set (outside / return) for air to both F2 and F3.

b. Provide modulating actuators.

c. Provide mixed air temperature sensor.

D. Draft inducer: (1990 drawings)

a. Building has one, supports three furnaces.

b. Provide control and proof switch.

c. Start fan prior to call for any of the furnaces and proof that the fan is working prior to starting any furnace.

E. Combustion air damper (1990 drawings)

a. Building has one.

b. Provide actuator and proof switch.

c. Open damper on call for any of the furnaces and proof that the damper has opened prior to starting furnace.

F. Fuel tank (1960 drawings)

Provide connection to fuel tank monitoring system.

OPW tank Gages EECO 1500 with inputs for

a. Tank level

b. Tank leak

c. System trouble

G. AH1 (1974 drawings, replaced 2020 with Heat Pump)

a. Existing heat pump is a Carrier 38AUQA08A0A5-0A0A0, serial no 4215C94967 Three phase outdoor unit with a CAECOMZR001B00 economizer mixing box unit.

b. Serves museum and kitchen area.

c. Heat pump works with outdoor unit for heat and cool. no resistance heat on unit. The heat pump factory controls shall be used to operate the heat pump with input from the new BMS in place of thermostat control inputs.

d. Provide connection to existing control package that came with the heat pump to control the unit. The unit has connection points for:

R, power G, blower fan Y1, yellow, cooling O/B/Y2, change over W1, heating W2, heating C, common

It is the intent that the control system fully replaces the function of the existing thermostat functions. The Contractor shall connect in accordance with the heat pump manufacturer’s directions such that all the manufacturer’s controls and safeties continue to function. Remove all abandoned controls and abandoned control wiring.

e. Provide exhaust fan EF1 start stop 115 volt, 825 CFM

f. Provide blower fan start stop.

g. Replacing mixing box damper actuation hardware. It is the intent that the new control system control the mixing box. Remove all abandoned hardware.

h. Provide mixed air (outside mixed with return) temperature sensor.

i. Provide CO2 sensor.

j. Provide space temperature sensor/ humidity sensor / override switch.

k. Provide supply air duct temperature sensor.

H. AH2 air handler (1974 drawings) works with CU2, EF2 and EH2 (EH=electric heat)

a. Serves theater 2 (located in attic space)

b. Provide fan start stop.

Carrier 40HH006, 1 HP 208-volt 1 phase, 208-volt FLA 5.5, WSA 6.9 motor

c. Provide space temperature sensor/ humidity sensor / override switch.

d. Provide supply air temperature sensor.

e. Heat is no longer ducted from furnace F1.

f. Control existing Indeeco open coil QUA 8 KW 208 3 phase electric duct heater

g. Provide outside air damper actuator.

h. Provide CO2 sensor.

i. Provide occupancy sensor.

CU2

j. Works with AH2

k. Provide start / stop.

l. Control DX coil solenoid valve

EF2 Existing 115-volt, 825 CFM

m. Works with AH2

n. Provide start stop.

I. AH3 air handler (1974 Drawings) works with F1, CU-3 and EH3

a. Serves theater 1 (located in attic space

b. Provide fan start stop.

Carrier 40HH006, 1 HP 208-volt 1 phase, 208-volt FLA 5.5, WSA 6.9 motor

c. Provide space temperature sensor/ humidity sensor / override switch.

d. Provide supply air temperature sensor.

e. Heat is no longer ducted from furnace F1,

f. Control existing Indeeco open coil QUA 8 KW 208 3 phase electric duct heater

g. Provide outside air damper actuator.

h. Provide CO2 sensor.

i. Provide occupancy sensor.

J. Outside air temperature / humidity sensor

a. Determines enthalpy of outside air vice inside air for free cooling mode.

b. Locate in shade, north side of building under roof overhang.

K. Fire Alarm. (Shut off all air handling equipment)

a. Alarm

b. Trouble

c. Shuts off all air handling equipment on alarm.

L. Attic space temperature sensor (for low temp alarm only) M. Furnace room temperature sensor N. 3 phase power brownout sensors

a. Detects loss of phase or low voltage on any phase

b. Shuts off all motors, condensers, and heaters.

Following shown on old drawings but are not in this contract.

O. Furnace F1 (1990 drawings)

a. Served theater area, Oil fired 200 MBH (located in basement)

b. Furnace F1 is abandoned in place and will receive no controls as part of this contract.

P. BBH-1 Electric Baseboard (1974 Drawings)

c. Located near HA1

d. Operates on line voltage thermostat and is not part of this contract.

Q. EF4 (1974 Drawings)

e. 115-volt, 250 CFM attic ventilation

f. Abandoned in place. Not in contract.

R. EF5 (1974 Drawings)

g. 115-volt, 250 CFM attic ventilation

h. Abandoned in place. Not in contract.

Sequence of Control

1. User Controls:

a. User interface screen allows setting a single seven day / 24-hour schedule for the whole building in half hour intervals. Choices are “Building Open” & “Building Closed”.

b. Override on Temperature sensors in space sets schedule to Building Open for two hours.

c. Temp control buttons on temperature sensor limit setpoints to between 68 and 72

2. Theater 1 & 2: (F1, AH1 & AH2)

a. Building Open / Building Closed set by schedule

Occupied / Unoccupied set by occupancy sensor while Building Open.

b. “Building Closed” mode (determined by schedule or override button) air handler fan cycles on temperature sensor demand, outside air damper closed.

Temperature set at unoccupied setpoint.

Heating set point 60 degrees Cooling set point 80 degrees

c. “Building Open” mode, Theater Unoccupied air handler fan cycles on temperature sensor demand, outside air damper closed.

Temperature set at occupied setpoint Heating set point 68 degrees.

Cooling set point 76 degrees

d. “Building Open” &” Occupied” (determined by both building open and occupancy sensor) air handler operates continuously, Temperature set at occupied setpoint Outside air determined by CO2 sensor

e. Cooling Mode: (summer) Cycle DX valve / condensing unit Outside air based on CO2 sensor, occupancy sensor, and enthalpy sensors.

f. Free Cooling Enthalpy sensors compare the inside air with outside to determine which would be best to use when heating or cooling the space. Free cooling shall not cool the supply air below 55 degrees.

g. Heating Mode (winter / free cooling) Deenergize cooling circuit.

Operate electric duct heaters to maintain room setpoint (1990 sheet 3 of 4)

3. Lobby: (F2)

a. Building Open / Building Closed set by schedule

b. Building Closed mode

Air handler fan cycles on temperature sensor demand, outside air damper closed unless free cooling needed and available.

Temperature set at unoccupied setpoint.

Heating set point 60 degrees Cooling set point 80 degrees

c. Building Open air handler operates continuously, Temperature set at occupied setpoint.

Heating set point 68 degrees Cooling set point 74 degrees

Minimum Outside air determined by CO2 sensor.

The lobby and the office share an outside air damper and the one requiring the most outside air will be used for the calculation.

Outside air limited to providing no cooler than 60-degree air to space in heating season

d. Cooling Mode: (summer)

Furnace off.

Cycle DX valve / condensing unit.

Outside air based on outdoor vs indoor enthalpy and CO2 sensor

e. Heating Mode (winter / free cooling) Deenergize cooling circuit.

Furnace maintains temperature.

On overheat modulate dampers to maintain 60-degree supply air. After overheating condition is satisfied the room thermostat heating cycle takes over.

f. Humidifier controlled to maintain 40% RH.

4. Office: (F3)

a. Same as lobby.

5. Museum: (AH1) heat pump

a. Building Open / Building Closed set by schedule

b. Building Closed mode air handler fan cycles on temperature sensor demand.

Temperature set at unoccupied setpoint.

Heating set point 65 degrees Cooling set point 75 degrees

c. Building Open mode air handler fan on continually, Minimum outside air damper modulates based on CO2 sensor.

Temperature set at occupied setpoint Heating set point 68 degrees.

Cooling set point 74 degrees

d. Cooling Mode:

Outside air damper / exhaust fan selects optimum air for cooling based on enthalpy of indoor air vs outdoor air.

Deenergize cooling circuit if outside air temp is below condensing unit recommended minimum temperature.

e. Free Cooling

Enthalpy sensors compare the inside air with outside to determine which would be best to use when heating or cooling the space. Free cooling shall not cool the supply air below 55 degrees. Adjust economizer damper appropriately for free cooling and CO2.

f. Heating Mode (winter) Electric heaters provide heat in stages. Cooling mode available on overheating of space.

g. Contractor to refer to carrier installation, startup and service instructions for proper connections and programing.

h. Contractor to verify all existing connections between the indoor and outdoor unit.

Louvers are to be controlled by the system installed under this contract to select free cooling, minimum air, and other functions.

6. General

a. Power brownout or loss of phase shuts off all equipment that could be damaged.

b. Fire alarm shuts off all air moving equipment.

c. Existing hard-wired safeties will continue to be hard wired (such as duct smoke detectors, burner controls)

d. All defaults and setpoints shall be changeable from the graphics package on the display by logged in maintenance staff.

2. Project specific materials.

C. Provide login information including programmer, supervisor, and maintenance personal and user login passwords.

2.9 JACE Requirements