HVAC WiFi Thermostat Instrumentation and Control

INSTRUMENTATION AND CONTROL FOR HVAC – Wi-Fi THERMOSTATS

GENERAL

SUMMARY
A. Related Sections:
NOTE TO EDITOR: REVISE RELATED SPECIFICATION SECTION AS APPROPRIATE FOR SPECIFIC
PROJECT REQUIREMENTS.

1. Division 0
2. Division 1
3. Divisions 22 and 23 Sections for General Mechanical Provisions.
4. Division 26 Sections for General Electrical Provisions.
5. Division 27 Sections for Communication Provisions.

REFERENCES

A. Reference Standards:

1. The latest editions of the following standards and codes (in effect and amended as of supplier’s proposal date) and any applicable subsections thereof shall govern the design and selection of all equipment and material supplied:
   a. American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE).
   b. ANSI/ASHRAE Standards, BACnet.
   c. California Building Code (version in effect at the time of bid).
   d. UL 873 Underwriters Laboratories Standard for Temperature-Indicating and Regulating Equipment.
   e. National Electrical Code (NEC).
   f. FCC Part 15, Subpart J, Class A
   g. EMC Directive 89/336/EEC (European CE Mark)

2. City, county, state, and federal regulations and codes in effect as of contract date.

PROJECT NAME|

Instrumentation and Control for HVAC – Wi-Fi Thermostats

---|---
LONG BEACH UNIFIED SCHOOL DISTRICT|

DOCUMENT 23 09 00-1

DATE|

v2019.2

SUBMITTALS

A. Drawings:

1. The supplier shall submit engineered drawings and bill of materials for approval. The drawings shall include:
   a. Temperature control devices
   b. Leaving Air Temperature Sensors
   c. Control system hardware and devices
   d. Wiring diagrams, including single-line diagrams
   e. Control system architecture diagram
   f. Transformer to power third party thermostat
   g. For VRF systems include interface board to allow third party thermostat to communicate with VRF system.

2. Drawings shall be available in PDF format on USB Drive.

3. As part of the Submittal include a full written description of the proposed Manufacturers Training Program. Refer to Part 3 for further Training details.

4. Refer to Section 01 33 00 Submittals for additional submittal requirements.

B. System Documentation: Include the following in the submittal package:

1. Submit shop drawings of all equipment, conduits, conductor placements, and routing. Shop drawings shall demonstrate proper layout of controls and respective equipment in relation to other trades and systems. No installation and fabrication work shall take place without approved shop drawings. Review of drawings and other material submitted shall not be construed as a complete check or constitute a waiver of the requirements of the Contract Documents. This review shall not relieve the Contractor of the responsibility to fit the proposed materials to the spaces provided, and to effect necessary rearrangement or construction of other Work.
2. Provide diagrammatic layouts of the automatic control system specified. Layouts must show all controlled equipment, and the function of each item shall be indicated in the sequence of events. Data shall be derived from and submitted with approved diagrams from the manufacturer.
3. All input/output object listings and an alarm point summary listing with nomenclature that is specific to unit served & location.
4. Electrical drawings that show all internal and external system connection points, terminal block layouts, and terminal identification.
5. Complete bill of materials, and all schedules.
6. Manufacturer’s instructions and drawings for installation, maintenance, and operation of all purchased items.
7. Overall system operation and maintenance instructions, including preventive maintenance and troubleshooting instructions.
8. Provide complete description of equipment, ensuring the system is non proprietary.
9. All devices should be BACnet compatible.
10. A list of all functions available and a sample of function block programming that shall be part of the delivered system.
11. All Drawings shall be accompanied with a complete description of sequence of operation. Each control element mentioned in the sequence description shall be identified with the same mark as shown on the control diagrams.
12. Provide a location drawing for all thermostats, supply temperature sensor, third party integration board (when applicable), etc., labeled with each equipment they relate to. Show physical location of remote sensors for controlling fan and dedicated outside air units.

C. Project Management:

1. The vendor shall provide a detailed project design and installation schedule with time markings and details for hardware items and software development phases. Schedule shall show all the target dates for transmission of project information and documents and shall indicate timing and dates for system installation, debugging, and commissioning.

D. Post-Construction:

1. Thermostats shall be tested to ensure all HVAC sequence of operations are met per design.
2. Provide certificate stating that control system including Wi-Fi thermostat has been tested and adjusted for proper operation.
3. Provide complete manufacturer’s specifications for all items that are supplied. Include vendor name of every item supplied.

QUALITY ASSURANCE

A. Thermostat and external sensors must be calibrated to within one (1) degree Fahrenheit.
1. The following information shall be provided to the District
a. Documentation of their calibration methods and procedures
b. Clearly stated calibration uncertainties.

B. External sensor wiring shall be shielded to avoid interference.
C. Label thermostats with current room number and controlled device nomenclature

WARRANTY

A. Warranty shall cover all costs for parts, labor, associated travel, and expenses for a minimum period of one (1) year after commissioning is completed. Provide on-site quarterly Preventative Maintenance checks. The system check shall include:

1. Check thermostat and sensor calibration
2. Check Wi-Fi communications
3. Check thermostat software and ensure functionality

B. Hardware and software personnel supporting this warranty agreement shall provide on-site and/or off-site service in a timely manner (24 hours) after failure notification to the vendor.
C. The System Contractor shall provide the availability of a Technical Service Program (TSP) for a minimum of two (2) years. The TSP shall allow for immediate technical assistance for either the end user or the dealer/installer with remote support capabilities from the System Contractor as part of the original contract.
D. This warranty shall apply equally to both hardware and software.

OPERATIONS AND MAINTENANCE MANUAL

A. Each Operations and Maintenance Manual shall contain the following:
a. List of all equipment with Manufacturer’s name, performance rating, nameplate rating, model number, local representative, service facilities, and normal channel of supply for each item
B. Manufacturer’s literature describing each piece of equipment with a detailed Parts list.
C. Guarantees and Warranties.
D. Certificates.
E. Record Drawings.
F. Reports of testing and balancing (provided by separate Test and Balance Contractor).
G. Control Manual & Documentation.

COMMISSIONING

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

PRODUCTS

MANUFACTURERS

A. The base bid shall be by one of the following pre-approved manufacturers.

1. Capitol Energy Systems: http://www.capitolenergysystems.com/
2. Or Approved Equal

SYSTEM DESCRIPTION

NOTE TO EDITOR: IN THE CASE OF A STAND-ALONE CONTROL SYSTEM NOT CONNECTED TO A SITEWIDE OR DISTRICT BAS, PROVIDE ALL MATERIALS NECESSARY FOR CONTROL OF NEW SYSTEMS AND INCLUDE ALL SET-BACK AND SHUT OFF CONTROLS REQUIRED BY CALIFORNIA CODE. ALL WIRING SHALL BE IN CONDUIT.

A. The contractor shall be responsible for configuring and connecting all new thermostat units to the network including Wi-Fi configuration of the thermostat.

1. Wireless devices shall be compatible with 802.11ac and support both 2.4 and 5 GHz bands. (5GHz preferred).
2. Devices must support IP V4 and IP V6 DHCP or Static IP assignment. If static address are required by the device, then the district will provide 1 IP per unit. The contractor shall be responsible for applying the IP address.
3. The Wireless system uses enterprise authentication. The district requires 802.1x authentication. The district prefers EAP-TLS using PKI (Certificate) or as an alternative PEAP-MSCHAPv2 (Username and Password). The final implementation will be at District discretion.
4. District will be responsible for generating certificates. Vendor is responsible for importing/installing certificate. Devices must be able to trust our PKI. Certificates will be valid for 10 Years.
5. Certificates may be in ASCI or binary format. Binary .der, base64 .cer or .pfx
6. Device must support ability to manually connection to an SSID that is not broadcasting.
7. Device must provide after installation support interface for renewing, maintaining and applying certificates or usernames and passwords.
8. Centralized management that allows for post-installation modification of certificate, passwords or other general user settings is preferred.
   B. It is the intention of the contract Documents (including Specifications and Drawings) to provide finished Work that is tested and ready for operation and complete in every regard. Contractor shall provide Work not shown or specified but required through the intent of the Drawings and Specifications to make the Work complete and ready for operation.
   C. Each device shall have the capability to continue operating under the existing schedule if network
   connection is lost. No batteries shall be needed to retain logic program.

WEB INTERFACE

A. General:

1. If the manufacturer goes out of business or decides to abandon the Wi-Fi thermostat software platform, the district should be provided with a copy of the software and allowed to continue using the software platform at no additional charge.
2. All related security protocols shall comply with the District’s protocols.
3. All new thermostats shall be able to be monitored and programmed via the Internet and / or manually/locally at the unit by a simple standard connection (such as USB connection), with no need for specific handheld device(s).
4. Manual (on the unit) and remote programming shall be able to be performed by standard laptops (Apple and / or PC) and / or tablets (IOS and / or Android).
5. All thermostats shall keep the last program schedule in cases of power outages.
6. Thermostat must have the capability to connect to an existing BAS system via BACnet or similar protocol.
7. Wi-Fi credential certificates shall be loaded in DER format.
8. The software of the thermostats must have the capability to historically track thermostat room temperature, set point temperatures, fan run time, any external sensors, and compressor run time.
9. The software of the thermostat must be able to track supply air temperature through a sensor provided and installed by the contractor as part of the thermostat  system.
10. Thermostat supplier must provide web-based access to the system as part of standard installation.
11. Web browser shall tie into the network via owner-supplied network  connection.
12. The web-page software shall not require a per user licensing fee or annual fees.
13. The web-page host shall support -at least two (2) simultaneous users with the ability to expand the system to accommodate an unlimited number of users.

B. Browser Technology:

1. Browser shall be standard version of Microsoft IE or latest most relevant internet browser edition (Safari or Chrome).
2. No special vendor-supplied software shall be needed on computers running browser; i.e. JAVA Script.
3. All displays shall be viewable, and the Web-page host shall directly access real-time data from the unit network.
4. Data shall be displayed in real time and update automatically without user interaction.
5. User shall be able to change data on displays if logged in with the appropriate user name and password.

C. Display of Data:

1. Real-time data shall be shown on all browser Web pages. This data must be directly gathered via the BACnet network and automatically updated on browser Web page displays without any user action. Data on the browser shall automatically refresh within a reasonable timeframe accepted by the district as changes are detected without re-drawing the complete display.
2. It shall be possible for user from browser Web page to change data if the user is logged on with the appropriate password.
3. Data displays shall be navigated using pushbuttons on the displays that are simply clicked on with the mouse to select a new display. Alternatively, the standard back and forward buttons of the browser can be used for display navigation.

D. Time Schedule Adjustment:

1. Web access shall allow user to view and edit all schedules in the system remotely, includes the following three schedules: standard, holiday and event schedules as provided by the District. Display of schedules shall show interaction of all schedules on a single display for user to see an overview of all schedules. User shall be able to edit schedules from this display.
2. Display of all three schedules must show all ON times for standard, holiday and event schedules in different colors on a given day. In addition, OFF times for each must also be shown in additional colors. User shall be able to select from standard calendar what days are to be scheduled and same display shall show all points and zones affected. User shall be able to set time for one day and select all days of the week that shall be affected as a recurrence of that same schedule for that given day.
3. Schedule list shall show all schedules currently defined. This list shall include all standard, holiday and event schedules. In addition, user shall be able to select a list that shows all scheduled points and zones.

E. Logging of Information:

1. User shall use standard browser technology to view all trend logs in system.
2. User shall be able to view logged data in tabular form or graphical format.
3. User shall be able to adjust time interval of logged data viewed and shall be able to adjust the time interval of data viewed in graphical format.
4. User shall also be able to download historical data through the web interface to local computer.
5. Data shall be in CSV format, Microsoft Excel or PDF.

F. Alarm Handling:

1. Web interface shall send alarms as they occur.
2. Economizer alarms in accordance with state and local codes shall be implemented a. Contractor to provide and install Economizer Fault Detection and  Diagnostics (FDD)b. Determine the capabilities of each thermostat whether contractor furnished or District furnished and ensure that a device is put in place to meet state and local code

G. Password Security and Activity Log:

1. User shall be asked to log in once the browser makes connection to Web page host. Once the user logs in, any and all changes that are made shall be tracked by the interface system.

2. The system must provide, at a minimum, the following levels of control for different users:
   a. Admin: No limit, ability to change any setting on the system
   b. Technician: Limited access, ability to temporarily change temperature setpoints and schedules
   c. View Only: Restricted access, user must only be allowed to view the system data without the ability to make any changes

3. The user shall be able to change only those items that the user has authority to change. The user will only have access to specific sites as determined by the Admin user creating the account.

4. Operator Activity Log shall be included with system that tracks all operator changes and activities. System shall track what is changed in the system, who performed this change, date and time of system activity and value of the change before and after operator activity. Operator shall be able to display all activity, sort the changes by user and also by operation.

TERMINAL UNIT APPLICATION (AC UNITS, FAN COILS AND SIMILAR EQUIPMENT)

A. Provide one native BACnet application controller for each piece of unitary mechanical equipment that adequately covers all objects listed in object list for unit. All controllers shall interface to building controller via BACnet/IP or MS/TP LAN using BACnet protocol. No gateways shall be used. Controllers shall include input, output and self-contained logic program as needed for complete control of unit.

BACnet Conformance:

Application controllers shall, as a minimum, support BACnet/IP and MS/TP BACnet LAN types. They shall communicate directly via this BACnet LAN as a native BACnet device. Application controllers shall be of BACnet conformance class 3 and support all BACnet services necessary to provide the following BACnet functional groups:
Files Functional Group
Reinitialize Functional Group
Device Communications Functional Group

Please refer to Section 22.2, BACnet Functional Groups in the BACnet standard for a complete list of the services that must be directly supported to provide each of the functional groups listed above. All proprietary services, if used in the system, shall be thoroughly documented and provided as part of the submittal data. All necessary tools shall be supplied for working with proprietary information.

Standard BACnet object types supported shall include, as a minimum, Analog Input, Analog Output, Analog Value, Binary Input, Binary Output, Binary Value, Device, File and Program Object Types. If used in the system, all proprietary object types shall be thoroughly documented and provided as part of the submittal data. All necessary tools shall be supplied for working with proprietary information.

Application controllers shall include universal inputs with 10-bit resolution that can accept 3K and 10K thermistors, 0–5 VDC, 4–20 mA, dry contact signals and a minimum of one pulse input. Any input on controller may be either analog or digital. Controller shall also include support and modifiable programming for interface to intelligent room sensor. Controller shall include binary outputs on board with analog outputs as needed.

All program sequences shall be stored on board controller in EEPROM. No batteries shall be needed to retain logic program. All program sequences shall be executed by controller 10 times per second and shall be capable of multiple PID loops for control of multiple devices. Programming of application controller shall be completely modifiable in the field over installed BACnet LANs or remotely via modem interface. Operator shall program logic sequences by graphically moving function blocks on screen and tying blocks together on screen. Application controller shall be programmed using same programming tools as building controller and as described in operator workstation section. All programming tools shall be provided and installed as part of system.

Application controller shall include support for intelligent room sensor (see Section 2.10.B.) Display on room sensor shall be programmable at controller and include an operating  mode and a field service mode. All button functions and display data shall be programmable to show specific controller data in each mode based on which button is pressed on the sensor. See sequence of operation for specific display requirements at intelligent room sensor.

SENSORS AND MISCELLANEOUS DEVICES

A. Temperature Sensors:

1. All temperature sensors should be totally interchangeable with housing appropriate for application. Wall sensors to be installed as indicated on drawings. Mount at least 48 inches above finished floor. Duct sensors to be installed such that the sensing element is in the main air stream. Outside air sensors shall be installed away from exhaust or relief vents, not in an outside air intake and in a location that is in the shade most of the day.
2. Averaging duct immersion temperature sensors shall be Hycal, Model CT 809, or BAPI; 2- wire; 4-20ma output with the ranges selected to provide the most accurate, consistent temperature control.

EXECUTION

EXAMINATION

A. Prior to starting work, carefully inspect installed work of other trades and verify that such work is complete to the point where work of this Section may properly commence.
B. Drawings are diagrammatic and are intended to convey scope of work and to indicate general architecture of system and points. They are not intended to show every detail including exact panel locations, wiring diagrams, or appurtenances required for a complete and functional system. Except as otherwise indicated, locations of items are approximate only. Exact locations necessary to secure proper conditions and results must be determined at Project Site and must be approved by the Engineer. Except as otherwise indicated, make reasonable modifications in layout as needed to prevent conflict with other Work or for proper execution of Work.

ERECTION / INSTALLATION / APPLICATION

A. Install in accordance with manufacturer’s instructions utilizing the recommended auxiliary parts.
B. Verify Wi-Fi internet access per manufacturer requirements in proposed location(s)
C. Provide all miscellaneous devices, hardware, software, interconnections installation and programming required to ensure a complete operating system in accordance with the sequences of operation and point schedules
D. Location and Installation of Components:

1. Locate and install components for easy accessibility; in general, mount 48 inches above floor with minimum 3′-0″ clear access space in front of units and in accordance with the drawings. Obtain approval on locations from District’s project manager prior to installation.
   a. Thermostats installed on exterior walls shall be mounted with insulated backing plate.
   b. Thermostat instructions shall be placed (2) two inches to (4) four inches above the placement of the thermostat.

2. All instruments, switches, transmitters, etc., shall be suitably wired and mounted to protect them from vibration, moisture and high or low temperatures.

3. Identify all equipment see District for labeling template and information log.

4. If Wi-Fi thermostats are being used to control other equipment such as: Exhaust fans, DOAS, etc. the thermostat should be mounted ten (10) feet above AFF or one (1) foot below the ceiling whichever is less.

5. In areas of high abuse or traffic such as cafeterias, corridors, restrooms, gymnasiums and locker rooms provide clear and protective guard.

B. Interlocking and Control Wiring:

1. Provide all interlock and control wiring. All wiring shall be installed neatly and professionally, in accordance with Division 26 and all national, state and local electrical codes.
2. Provide wiring as required by functions as specified and as recommended by equipment manufacturers, to serve specified control functions. Provide shielded low capacitance wire.
3. Control wiring shall not be installed in power circuit raceways. Magnetic starters and disconnect switches shall not be used as junction boxes. Provide auxiliary junction boxes as required. Coordinate location and arrangement of all control equipment with the District Representative prior to rough-in.
4. All wiring in the mechanical, electrical, telephone and boiler rooms to be installed in raceways. All other wiring to be installed neatly and inconspicuously per local code requirements. Control wiring above accessible ceiling spaces may be run with plenum rated cable (without conduit). Wire in walls shall be run in conduit. Conduit shall conform to specified product in electrical Sections.
5. The following wire colors are required:
   a. Red (24V AC Power)
   b. White (Heat)
   c. Yellow (Cool)
   d. Green (Fan)

C. Thermostat Integration:

1. Third Party Equipment: The Wi-Fi thermostat shall be BACnet or Tridium compatible to be able to integrate with third party controls.
2. The System Contractor is responsible for coordinating with the District for schedules and set-points prior to programming to set-up schedules based on most updated school calendar year.

CLOSEOUT ACTIVITIES

A. Provide as-built documentation, operator’s terminal software, diagrams, and all other associated project operational documentation (such as technical manuals) on approved media, the sum total of which accurately represents the final system.

B. Demonstration:

1. Demonstrate complete operating system to owner’s representative.

C. Training:

1. Provide the District with a training program from the Manufacturer designed to make all users familiar with the operation of the thermostat functions. PROPRIETARY SYSTEMS THAT PROHIBIT THE DISTRICT’S TRAINED MAINTENANCE STAFF FROM ROUTINE ACCESS OR PROVIDING ROUTINE OPERATION AND MAINTENANCE ADJUSTMENTS OF THE SYSTEM ARE NOT ACCEPTABLE. The System Contractor shall include as part of the post submittals a full description of the proposed training program, including:

a. A full description of Site-Specific Field Training for HVAC Technicians, Electricians and Energy Managers with the following topics:

1. Site & System orientation
2. Schedules
3. Alarms
4. Trends
5. Set Points
6. Zones
7. Rebooting of systems
8. Security

b. A full interactive and descriptive Basic Operator Training Course for Site Staff, District Representatives and Energy Managers to include:

1. Functions
2. Operations

2. Training shall be completed based on the Training Timeline as part of this contract described below:

1. Provide Site Specific Field Training 45 days prior to Basic Operator Training for 4 hours with the following topics:
   a) Site & System orientation
   b) Schedules
   c) Alarms
   d) Trends
   e) Set Points
   f) Zones
   g) Rebooting of systems
   h) Security

2. Provide Basic Operator Training Classes 30 days prior to Basic Operator Training for 4 hours with the following topics:
   a) Functions
   b) Operation

3. Perform warranty walkthrough 1 year after site opens with 6 hours to perform site inspection and discuss warranty items and repairs

4. The hours specified for the training shall be used specifically for training and  do not include any additional drive time, setup, or non-training time necessary to accommodate such training

Training Timeline

OFCI AND CFCI THERMOSTATS:

A. Owner-Furnished, Contractor-Installed (OFCI): Thermostat units will be provided by the District, the contractor shall be responsible to purchase and provide all other materials required for installation and functionality of the thermostats. The contractor installing the thermostats shall be responsible for:

1. Sensor calibration
2. Programming of the thermostat to ensure functionality including all associated sensors
3. Transformer to power the thermostat
4. Shielded wire as specified by the manufacturer
5. Point-to-point checks and recordings
6. Functional testing of the equipment as a system and controls for heating and cooling seasons (simulate seasonal environment when necessary) is the responsibility of the contractor
7. HVAC sequence of operations as designed and verify the functionality of the system
8. Contractor is responsible to provide all necessary parts, calibration, programming, etc., to ensure the thermostat functions as designed with all other parts of the HVAC system

B. Contractor-Furnished, Contractor-installed (CFCI): the contractor shall be responsible to purchase and provide all other materials required for installation and functionality of the thermostats. The contractor installing the thermostats shall be responsible for:

1. Sensor calibration
2. Programming of the thermostat to ensure functionality including all associated sensors
3. Transformer to power the thermostat
4. Shielded wire as specified by the manufacturer
5. Point-to-point checks and recordings
6. Functional testing of the equipment as a system and controls for heating and cooling seasons (simulate seasonal environment when necessary) is the responsibility of the contractor
7. HVAC sequence of operations as designed and verify the functionality of the system
8. Contractor is responsible to provide all necessary parts, calibration, programming, etc. to ensure the thermostat functions as designed with all other parts of the HVAC system

END OF SECTION 23 09 00

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