BMS Specification (DOH)

Issue date April 1993Revision 1: March 1995

Crown copyright Revision 2: March 1996Revision 3: November 1997

Latest amendments shown in bold

National Health ServiceModel engineering

specifications

C54Building management

system

DESIGN NOTES FOR C54 PAGE 1

Issue date: April 1993 Revision 3: November 1997

BUILDING MANAGEMENT SYSTEM

FOR USE OF DESIGNER ONLY

THIS SECTION MUST BE DETACHED FROM THESPECIFICATION BEFORE PROCEEDING TO

ASSEMBLE TENDER DOCUMENTS

1. If you have not already read the general information on Model Specification for BuildingServices in Health Care Buildings, please do so!

This system approach to contract documentation has been prepared by many experienceddesign engineers throughout the country, to enable you to utilise your own expertise onhealth care premises projects to the full extent, and reduce the repetitive work to aminimum.

2. This is only a section of the specification suitable for tender documentation.

3. The content of this section is set out at the front of the document.

4. Contract documentation to make a full specification will include the following:-

PART A - Standard General Conditions and Preliminary Clauses

PART B - General Clauses Common to Building Services, Plant and Equipment

PART D - Detailed Description of Extent and Nature of Works

It is the designer's prerogative to add or delete from any Element (or part thereof) of theSpecification Part D only. Designers should ensure that all relevant standards IBS, IEC,ISO etc) are the latest issues including all amendments.

It is NOT the designer's prerogative to alter any part of Specification C54: commentsshould be forwarded to NHS Estates.

5. This issue was prepared on information available at October 1997.

6. The Designer must select the appropriate standard for the Health Building being designedwith particular reference to the guidance contained in the relevant HTMs and BuildingNotes. Of particular relevance is HTM 2005 - Building Management Systems. Costedoptions with advantages and disadvantages should be discussed with the Client, givingcapital costs and potential (particularly as regards energy) revenue savings.



To determine the mode of control of systems (heating, ventilation etc) the designer shouldrefer to the requirements in Health Building Notes, Health Technical Memoranda (inparticular : HTM 2040 - The control of Legionellae in healthcare premises, HTM 2025 -Ventilation in healthcare premises and CIBSE Guides). Mimic diagrams giving basiclayouts and environmental requirements should be produced for Tender purposes.

7. The policy used in compiling this section is to ensure that the materials and methods areappropriate at reasonable cost.

The objectives of the specification are as follows:-

(a) To provide a firm basis against which tenders can be prepared.

(b) To identify the required performance criteria.

(c) To minimise misunderstandings between both parties in the event of a contractbeing awarded.

(d) To breakdown and identify the cost element of each part of the system asapplied to the building/department.

(e) To define clearly the responsibilities of the employer and supplier.

The specification is intended to provide a basic hardware specification and to give guidelineschedules of system and software requirements. It does, however, leave open to thedesigner, the detailing of the exact functional requirements for the system as applied toindividual projects.

This Specification is therefore in 2 parts (ie Controls and BMS) on the basis that controlsare essential to maintaining a reasonable environment but to have a BMS (new or retrofitschemes) the required controls must be in place either initially or included with the BMS.

The functions that a Building Management System (BMS) can perform are varied anddiverse. Therefore the designer must determine exactly what functions he wishes the BMSto carry out. In determining those functions required it is essential that the designer obtainsfrom the BMS manufacturer exactly what the BMS comprises (ie what it will/will not do)bearing in mind that advances in BMS are ongoing.

8. The designer must decide the strategy in the event of power failure. This is basically achoice between full system support in the power fail period and minimum protectionbackup.



Before the schedules of plant and requirements are completed it is advantageous to definethe locations and requirements of all input/output devices (ie VDUs, Printer etc). Suchitems as the types of alarms required at each station and level of access to the systemallowed should be considered.

Work may now proceed on producing schedules of plant and requirements of the wholesystem. The time involved in this exercise should not be under-estimated since it is mostlikely that an investigation of all the plant on site will be necessary and detailed discussionswith departmental heads regarding what is or is not acceptable will have to be held. Oneshould consider at this stage the need to include the minor items of plant unless there issome overriding reason.

At the outset it is essential that a great deal of thought is given to the overall strategy maybeon the basis of a 'District Plan' since once a particular system is purchased it is unlikely thatit will work with another manufacturers equipment. Thus, if the whole requirement of theuser is not defined it is inevitable that a disjointed and (unless recourse is made to gatewaytechniques) fragmented system will result.

It has generally been the practice on retrofit systems that the system supplier has beenresponsible for the whole of the works including modifications to pipework and electricalinstallation. This approach has many benefits since the responsibility for correct operationis firmly with the supplier. On systems that are supplied as part of new works, however,there may be some merit in removing responsibility for installation works from the suppliersince it is almost certain that there will be both electrical and mechanical contractorsworking on site and it could be more cost effective to utilise their labour than involvingadditional contractors.

This means that a great deal of detail is required from the control system supplier at an earlystage to permit this information to be included in sub-contract specifications. It is thereforesuggested that the designer liaises with a control/BMS supplier in the early design stage toensure that the most effective/efficient proposals are included for the specific schemes.

Finally, there is the question of tendering for the system. It is essential that sufficient time isallowed for this. A reasonable time for tender on a full system is 6 weeks. This allowstenderers ample time to correctly assess the works and obtain prices from their installationcontractors which in turn may lead to more accurate tender prices overall. The Part Dshould be sufficiently comprehensive to provide the control/BMS supplier with an adequatedescription of the scheme specific works to be available for tendering purposes.

9. The following relate to particular clauses where the designer must insert the necessaryinformation in Part D, or where the following comments are given for guidance:-



PARTS 1 & 2 In order to obtain a comprehensive tender, it is recommended that02.01 the minimum tender period allowed should be 6 weeks.

The designer is reminded that it is imperative that a detailed TenderEvaluation is carried out on the offers received ie what exactly isoffered. The evaluation can be done by using the model forms attachedto the design notes.

Tender DocumentSheet No

Description

1 Mean time to repair (MTTR)2 Mean time between failures (MTBF)

3 & 4 Project point description5 Motorised valve schedule6 Points schedule

After consideration of all the factors involved, (ie not only initial capitalcost, but also ease of future expansion, expected revenue savings,maintenance etc) the lowest offer received may not be accepted.

02.02 The type or combination of types of control will need to be stated.The control functions will need to be described. Again mimic diagramswith control parameters may be useful.

02.03 The fitting of valve bodies, detectors etc, needs to be determined.

It is recommended that the BMS manufacturer should provide at thetime of tendering, the addresses of at least 2 sites where systems similarto the one being proposed may be inspected.

02.05 The designer must ensure that the tenderers are of repute and arepreferably to BS EN ISO 9000 (Quality Management and QualityAssurance Standards).

02.06 Before practical completion, the operating and maintenance manualsmust have been prepared and accepted by the designer.

During commissioning and testing the mechanical contractor and thecontrols contractor are required to liaise and assist the electricalcontractor during the testing of the electrically driven plants, controlsand alarms.



PART 1

01.- The designer should specify the control system on the basis that a BMSsystem may be installed in the future if not included for in this Contract.

01.04 Normally the control systems documentation will be included.

02.01 The designer should complete the valve schedule (tender documentsheet 5) and also include location.

04.01 The need to install control systems (eg their components) to ensure anenergy efficient environment is paramount.

Additionally, environmental temperatures etc should be included on thescheme drawings.

05.01/02 Time limits for system operation need to be determined; this beingdependant on the function of the department. The need to override timecontrols on a departmental/specific area basis shall be included for.

PART 2

THE DESIGNER IS REMINDED THAT BOTH PARTS OF THE SPECIFICATIONSHOULD BE READ.

01.01 All additional requirements and provisions for any future extensions shallbe included for in Part D.

01.02 Any replacement, new and/or additional controls will need to bescheduled in Part D. All functions required of the BMS to be listed inPart D. This may require a site visit by the designer (and possibly aBMS manufacturer) to determine what is to be scheduled.

The inclusion of controls/valves, actuators, stats etc and theirwiring/piping will be scheduled and listed in Part D.

01.03 The designer can only allow for the relevant Standards in force at thetime of tendering. Any additional standard requirements will besubjected to scrutiny after receipt of tenders. Emphasis should be placedon tenderers that have Quality Assurance to BS EN ISO 9000.

01.05 Under no circumstances shall the commissioning and testing period bereduced. The designer must ensure that the required period is includedin the Contractor's programme of works.



01.06 Normally, liaison is co-ordinated by the Mechanical Contractor. Aretrofit BMS may require the manufacturer to carry out thisrequirement.

01.10 The designer should specify the minimum on-site training period.

02.01 The designer should determine the graphic requirements and includethem in Part D. The typical functions required of the BMS are notexhaustive.

02.02 The period of maintained supply to be selected to suit the project (ie ifgenerator supply available then a minimum of 30 minutes may besufficient). Unless a maintained service such as Alarms Systems isrequired, then the cost of providing this supply may not be justified.

Normally the alarm state on the central station should also be indicatedin a manned position ie the hospital Telephone Exchange. The designermust determine where an alternative indication, if required, will be.

02.04 Details should be obtained of the total number of individual passwordsavailable in the system being offered.

03.01 The space requirement for the central station, printer, storage space etc,needs to be determined and the architect advised. The room shall bemade secure from unauthorised personnel. Wetted services should notbe routed through the room (with the exception of space heating to theroom).

03.02 Summaries of different types of alarms should be available, eg:-

High Priority - Security, Fire, Boiler Plant.

Medium Priority - Plant Alarms etc requiring immediate actionby an Engineer.

Low Priority - Plant Alarms etc, which can await (say tillthe morning if occurring during the night)action by an engineer.

04.01 The designer should ascertain full details of the power supply available.



04.03 The period of maintained supply to be selected to suit the project (ie ifgenerator supply available then a minimum of 30 minutes may besufficient). Unless a maintained service such as Alarms Systems isrequired, then the cost of providing this supply may not be justified.

04.04 Normal operation is defined as being full system operation, including allcurrent user data.

04.05 It is recommended that a statement is obtained of how long data re-loadwill take to complete.

05.02 The VDU should be capable of displaying tabulated results in graphicform (eg temperature against time) in colour.

05.03 Consider if a detachable keyboard is required.

05.04 A sample printout should be obtained with the Tender.

07.01 It is recommended that listings and copies of system software areobtained, against the possibility of the manufacturer ceasing to exist.This may require negotiation, but should be insisted on.

Details should be obtained, at the time of Tender, of the softwaresupport services offered and the rates chargeable.

07.04 Suggested items to be considered are listed below (with reference toPart 2 07.04) - (Note: this list is not exhaustive).

Each of the headings will need to be detailed with respect to eachindividual project to define exactly what is required.

(1) (i) Switching plant on and off at start and finish times according to eachdepartment's working hours including weekends.

(ii) Switching non-essential plant off for a limited time in each hour.

(iii) Provision of auto shutdown to suppress unwanted alarms whilst plant isoff.

(iv) Provision of at least 4 starts and 4 stops per point per day/7 day week.

(3) Select the optimum mixture of outside air and return air used by HVACsystems. The program shall calculate the outside and return airenthalpies using outdoor, return air DB temperatures and the RH ordewpoint sensors as specified. Air quality may also be included.



(4) (i) Monitoring maximum power demand and schedule/shed non-essentialloads for limited periods to reduce the maximum kVA demands.

(ii) Monitoring main boiler loads to enable optimum number of boilers to befired.

(iii) Monitoring steam flow, feed water flow, combustion and temperaturesin boiler plant to adjust firing settings.

(iv) Monitoring stored domestic hot water temperatures.

(v) Monitor building environments to warn of out of limits conditions.

(5) Provision of PI and PID control actions.

(6) (i) System must be capable of indicating status of plant (ie on/off/tripped)etc, and also status of environment (ie set-point condition and actualrunning condition).

(ii) Fault indication shall be given showing time of occurrence andrectification. The system shall be capable of differentiating betweenmaintenance and fault down times.

(iii) System should be capable of logging status of devices over time periodto provide graphical output, e.g. room temperature over 7 days.

(7) (i) Energy management must include the provision to oversee ALL energyoptimisation features and provide for the calculation of total plantenergy usage and efficiencies.

(ii) Metering of electricity, gas and water onto site, and to indicateabnormally high consumptions.

(iii) Metering of buildings and departments therein with totalisation facilities.

(iv) Programmed switching of lighting, with manual override.

(v) Supply air reset to optimise supply air temperatures based on measuredzone conditions.

(vi) Switch plants according to departmental working hours.

(vii) Switching non-essential plant off for a limited time in each hour.

(viii) Compensate space heating flow temperatures in relation to outside airtemperature (compensation).



(8) Logging of time run for each plant and advising when maintenance isdue. Hours run meters should be provided with 'Totaliser' and 'Trip'facilities.

(9) Optimisation should include: Heating, Air handling and Cooling.

(i) Optimum starting and stopping plants to departments not requiring 24hour service including self learning.

(ii) Night set back of heating temperatures.

(iii) Optimum start/stop of heating and cooling systems to provide spaceconditions with minimum plant operation times, this to be a self-adaptiveprogramme.

(10) (i) To provide for the sequencing of HVAC equipment to provide a lowerelectrical consumption.

(ii) Sequencing of steam boiler plant according to demand. Sequencing tocomply with the Building Regulations and be to Health and SafetyExecutive PM5 standard.

(iii) Sequencing of chiller plant.

07.07 Colour graphics shall be included for.

Typical sketches of the graphics required should be provided by thedesigner.

Note: The provision of 20 colour graphics displays has been included,the designer shall assess if this is sufficient for the project.

08.01 The following points are by no means complete but form a sound basiswhen

to 08.04 considering a communication system.

(i) Any system should be capable of integrating hard wiring and telephonecommunication.

(ii) All telephone communication systems should be BABT (BritishApprovals Board for Telecommunications) approved.

(iii) All message communication should be fully protected frommisunderstanding and corruption.

A recognised method of error checking should be incorporated.



(iv) Any part of the communication system should be capable of expansion.

(v) Communication systems should be designed to minimise the wiringinstallation costs.

(vi) A "time out" facility shall disconnect the line following an agreed periodof no data transfer.

10.01 Desk unit to be included if appropriate to the project.

11.02 The designer should consider if it is advisable to offer the Tenderer theopportunity to monitor the supply for an agreed period to establish, egaverage value, sags, surges and frequency variations.



Tender DocumentSheet 1

MEAN TIME TO REPAIR (MTTR)

The tenderer shall state the anticipated mean time between the occurrence of a fault and itscorrection, at the first line level of maintenance.

The MTTR shall be detailed as below:-

Item Detail Time

Time to realisation Time between fault occurrence and itsdetection by the CPU

Access time Time for reporting fault tocommencement of fault finding

Diagnosis time Time from arrival at site to location offault

Waiting time Awaiting arrival of spares etc from off site

Replacement time To access, remove and replace any firsttime replaceable item

Checkout time To verify fault no longer exists

Alignment time To carry out any adjustments

Total MTTR

The specialist contractor shall complete the above schedule and return with the Tender.




MEAN TIME BETWEEN FAILURES (MTBF)

Item MTBF Theoretical or Actual

Control Panels

Processor

Interface

Cabling & Connectors

Sensors

Printer

VDU

Total MTBF

The Contractor shall complete the above schedule and return with Tender.

PROJECT

LOCATION:_______________________

DATE:_____________________________

DIGITALCONTROL & STATUS

ANALOGUEINPUT

SOFTWARE SENSOR/ACCESSORY

POINT DESCRIPTION

01

02

03

04

05

06

07

08

09

10

11

12

13

14

15

16

17

18

19

20

Note 1 Digital Status Alarm.2 Analogue Temperature, Relative Humidity, Pressure.3 Software Time Programme, Load Cycle, Load Shed, Optimiser Hours Run,

High/Low Alarm, Stop/Start, Supply Air Reset, Interlock etc4 Sensor/Accessory Temperature Range, RH Range etc.

DESIGNNOTES

FOR C54PAGE 13TenderDocumentSheet 3

Issue date: April 1993

PROJECT

LOCATION: _____________________

DATE: __________________________ DIGITALCONTROL & STATUS

ANALOGUEINPUT

SOFTWARE SENSOR/ACCESSORY

POINT DESCRIPTION

01

02

03

04

05

06

07

08

09

10

11

12

13

14

15

16

17

18

19

20

Issue date: April 1993DESIGNNOTES

FOR C54PAGE 14

TenderDocumentSheet 4



Tender Document Sheet 5Scheme Title: . . . . . . . . . . . . . . . . . . . . .

MOTORISED VALVE SCHEDULE

ValveRef

System CoilReference

FlowRate

PressureDrop(kPa)

ValveSize

(mm)

PipeSize

(mm)Valve

KvComments

NOTES:

______________

______________

______________

_________DESIGN NOTES

FOR C54 PAGE16

BUILDINGMANAGEMENT/CONTROLSYSTEMSTenderDocument sheet6Location:

Issue date: April1993




SCHEDULE OF INFORMATION TO BE PROVIDED WITH TENDER

Part No ClauseRef Details

Parts 1 & 2 02.03 Addresses of 2 sites for similar systems.

Part 2 01.12 Type of maintenance available, and costs.

Part 2 01.14 List of spares

Part 2 02.01 Maximum number of outstations/peripheral services permissible:-(a) without increasing system as described in Tender;(b) with specified additional cost.

Part 2 02.01 Schedule of costs to extend eg outstations, VDUs etc by product item:-(a) hardware only;(b) commissioned.

Part 2 04.03 Effect of loss of power:-(a) at central station;(b) at outstation.

Part 2 04.05 Time for re-start:-(a) at central station;(b) at outstation.

Part 2 06.04 Sample of printout being offered.

Part 2 07.01 Confirm software listings to be provided.

Part 2 07.03 Software support services offered and rates.

Part 2 07.04 List of additional facilities available:-(a) at no cost;(b) at additional cost.

Part 2 07.01, 03,04, 05

Details of:- (a) Operating System(b) System Software(c) Applications Programmes

Part 2 07.09 Number of passwords available.

Part 2 08.02 Speed and mode of communication.

Part 2 08.03 Number and type of telephone lines required.

Part 2 08.04 Restrictions on transmission distances.

Schedule of potential savings to be expected in respect of the Project.NB Current energy consumption and hours operated should be given.



NHS GUIDANCE

General

The materials, components and completed installations shall conform as applicable with thefollowing Standards, including all amendments, current at the time of tendering. Constructionproducts should comply with European Standards and Technical Specifications (ESTS).Wherever reference is made to a British Standard a corresponding ESTS (generally ISO series)shall be equally acceptable.

Where available all materials, equipment etc forming part, or whole, of the services specified in theContract, should be obtained from BS EN ISO 9000: 1994 - "Quality Assurance" certifiedmanufacturers and preferably "kite marked" or EC equivalent.

Standards and sources of guidance along with a glossary of terms is provided in REFERENCEINFORMATION.

Design Standards

NHS Estates

HTM 2005 Building management systems.

HTM 2007 Electrical Services : supply and distribution

HTM 2011 Emergency electrical services

HTM 2014 Abatement of electrical interference

HTM 2025 Ventilation in healthcare premises

HTM 2035 Mains signalling

Hospital/Health Building Notes

Chartered Institution of Building Services Engineers

CIBSE Guides A, B, C, D and EAutomatic Controls - Application ManualCommissioning Code C - Automatic Controls

Institution of Electrical Engineers

BS 7671: (1992) Requirements for Electrical Installations - IEE Wiring Regulationssixteenth edition



Health and Safety

Health & Safety at Work etc Act 1974 and relevant Regulations/Codes of Practice.

Building Services Research and Information Association Publications - BSRIA

Applications Handbook Vol 1: Guide to BEMS Centre Standard Specification

Applications Handbook Vol 2: Guide to BEMS Centre Standard Specification

NHS Model Engineering Specifications

The following NHS specifications relate to C54:-

B01 General clauses common to building services, plant and machineryC01 Commons services mechanicalC04 Mechanical ventilation and air conditioning systemsC07 Heating, hot & cold water systems equipmentC09 Central heating and LTHW boilersC10 RefrigerationC11 Medical gasesC16 Boiler and firing appliancesC17 Oil and dual firing equipment, handling and storageC41 Common services - electrical (low and extra low voltage)C44 Diesel engine driven automatic standby generator sets.C46 Fire detection and alarm systemsC47 Telephone exchanges more than 150 extensions

End of Design Notes

C54 CONTROLS / BUILDING MANAGEMENT SYSTEM


Summary of Designer Requirements to complete Part D - Detailed Description of Works.

General

1. Initial page(s) of Part D shall give detailed description of the Controls/BMS systems andareas served. The Designer should also include simple mimic diagrams of air handlingunits, boiler plant etc and mimic diagrams to locate the areas they serve.

2. The schedule below lists the requirements the Designer should take into account inproducing the specific scheme details needed in Part D for tendering purposes. Theschedule is, by its very nature, flexible and thus accommodates small schemes and schemesup to a large Trust.

3. Sample commissioning record sheets are included.

SCHEDULE OF REQUIREMENTS

ITEM REQUIREMENTOUTSTATION FUNCTIONALREQUIREMENTSEssential Requirements * As Standard Specification/

see Particular Specification

Action on loss of electrical power * As Standard Specification/as Particular Specification

Action on restoration of electrical power * As Standard Specification/as Particular Specification

On site interrogation of BMS * Required/not required

Local push button control * Required/not required

Data gathering from sensors * As Standard Specification/as Particular Specification

Type and location of outstation mass storage * As Particular Specification/not required

Approved modem * Required/not required

Connections to field equipment * As Standard Specification/as Particular Specification

ADDITIONAL OUTSTATION FUNCTIONS

Conditional Responses * As Particular Specification/not required

Enhanced Interaction with Central Facility * Required/not required

Routing of Edited Data and Alarms * Required/not required

* Designer to complete or delete as necessary



ITEM REQUIREMENTOUTSTATION FUNCTIONALREQUIREMENTSExecute Diagnostic Routines * Required/not required

Local Facilities * As Particular Specification/not required

OUTSTATION/COMPONENTS

Space Conditions * As Standard Specification/as Particular Specification

Keyboard Type * QWERTY/Special FunctionPACKAGED SOFTWARE: MONITORING

Positive FeedbackRun Time TotalisationTrend Logs

*

*

*

Required/not requiredRequired/not requiredRequired/not required

PACKAGED SOFTWARE: CONTROL

Control ModesTime ControlStart/Stop ControlPlant Protection During ShutdownSequence ControlBoiler ManagementLoad Cycling ControlOptimum Start/Stop ControlWeather Compensation ControlFrost ProtectionBuilding/Plant ProtectionElectrical and Gas LoadManagementEnthalpy ControlNight Purging ControlLighting ControlOccupancy ControlAir Quality ControlBlind ControlFire Control

*

*

*

*

*

*

*

*

*

*

*

*

*

*

*

*

*

*

*

*

Required/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not requiredRequired/not required

PACKAGED SOFTWARE: UTILITY

Calculations (Outstations)Essential Requirements

*

*

Required/not requiredAs Standard Specification/as Particular Specification

ESSENTIAL REQUIREMENTSRecord all logged data * Required/not required




ITEM REQUIREMENTADDITIONAL CENTRAL FACILITYFUNCTIONS

Other additional functions * As Particular Specification/not required

Data Searches * Required/not required

Report Generation Programmes * Required/not required

Interfacing with other systems * Required/not required

CENTRAL FACILITY COMPONENTS

Space Conditions * As Standard Specification/as Particular Specification

VDU Accessories * Required/not required/as Particular Specification

VDU Character Set * As Standard Specification/as Particular Specification

Operator to format VDU screen * Required/not required

VDU to be fitted in a console * As Standard Specification/as Particular Specification

Printer type * As Standard Specification/as Particular Specification

Monochrome printing * As Standard Specification/as Particular Specification

Printer format * As Standard Specification/as Particular Specification

Storage medium * As Standard Specification/as Particular Specification

PACKAGED SOFTWARE: CONTROL

Electrical and Gas Load Management * Required/not required

Fire Control * Required/not required

PACKAGED SOFTWARE: UTILITY

Calculations (Central and Other Facilities) * Required/not requiredStatistics * Required/not required

Simple Graphics * Required/not required

Advanced Graphics * Required/not required

Plant Schematic Diagrams * Required/not required



Sheet 1 of 8 sheetsIssue date: April 1993 Revision 3: November 1997

COMMISSIONING RECORD SHEET

Installation began ..................................... Contract No. ............Commissioning began............................... Location ...................Commissioning method statement............ Client .......................

Check off when complete Outstation No.Checked items 1 2 3 4 5 6 7 8 Central Station

Works testing

Application software

Control panel

On-site checking

Wiring

Visual inspection

Pre-commissioning

Application software loaded

Hardware points tested

Application software checked

Outstation completed

Outstation witnessed

Communications

Central station

Graphics

Central station witnessed

Drawings/documentation

O & M manual

Training

Signed for and on behalf of:-.........................................

Signed ......................................................................... Date ...........................



CONTROL PANEL CHECKLIST

Contract No............. Location.................. Panel No. ..............

Checked Items SatisfactoryYes / No

CheckedBy / Date

1. Preliminaries1.1 Manufacturer's test OK1.2 Latest design specifications & drawings1.3 "As built" drawings incorporating modifications1.4 Switches wired over inputs2. Visual outside2.1 Colour & finish2.2 Common panel key2.3 Secure door locks2.4 Safe access to BMS2.5 Eyebolts2.6 Switches-location & labelling2.7 Labels - plastic screws2.8 Ammeters etc - scaling3. Visual Inside3.1 Door interlocked isolators3.2 Access for on-line adjustment3.3 Access for incoming cables3.4 Access for outgoing cables3.5 Gland plates3.6 Doors & gland plates earthed3.7 Bus bars & power cables3.8 Tightness of connections3.9 Neatness of cable looms3.10 25% spare capacity3.11 Cable identification3.12 Terminals numbered3.13 Un-isolated equipment shrouded3.14 Switches & lamps on door shrouded3.15 Segregation of electronic equipment3.16 Trunking lids cross referenced3.17 BMS cables - link type terminals3.18 Spare fuses & fuse ways3.19 Drawing holder3.20 Fuses - fuse chart3.21 Fuse chart - drawings3.22 Equipment layout - drawings3.23 Spare back panel space3.24 No equipment on bottom or sides3.25 Labelling of equipment3.26 Access to equipment3.27 Power outlet3.28 Door looms4. Function Test4.1 Lamp test facility4.2 Wiring interlocks4.3 Fuse/circuit breaker - drawings4.4 Starter operation4.5 Trip starter4.6 Flash test

Signed for and on behalf of:-.....................................Signed ........................................................................ Date ......................................

Sheet 3 of 8 sheetsIssue date: April 1993

C54CONTROLS/B

UILDINGMANAGEMEN

T SYSTEM

C54CONTROLS/BUILDI

NGMANAGEME

NTSYSTE

M

Sheet 4 of 8sheets

Issue date: April 1993



OUTSTATION COMMISSIONING CHECKLIST

Contract No. ............. Location ................... Outstation Ref............

Checked items Satisfactory Checked

Yes / No By Date

1. OUTSTATION FITTING1.1 Physical inspection of outstation1.2 Power supply connection2. OUTSTATION TERMINALS2.1 Outstation field terminal separation2.2 Outstation field terminal labelling3. OUTSTATION OPERATION3.1 From 'switch on' outstation reaches operational state unaided3.2 User information panel accepts commands & gives reports3.3 Outstation makes correct attempts to establish communications3.4 Outstation responds to incoming communications3.5 Outstation acquires & retains particular systems software3.6 Outstation continues to operate correctly on failure of communications

equipment / network3.7 Outstation operates correctly on standby power supply (where fitted)3.8 Annunciation of alarms4. OUTSTATION FUNCTIONS4.1 Reported sensor signals are valid & in the correct units4.2 Outstation cannot override hard wired safety interlocks4.3 Alterations of settings by the user at the outstation can be achieved4.4 Security code prevents unauthorised access4.5 Systems operate in real time4.6 Analogue alarm limits operate & are adjustable5. CONTROL LOOP CHECKING5.1 Control loop reference5.2 Control loop description5.3 Type: P, PI, PID5.4 Tuning method5.5 Proportional gain5.6 Integral action time Ti5.7 Derivative action time Td5.8 Other noted parameters (depending on method)6. OPTIMISER SETTING6.1 Optimiser reference6.2 Start time6.3 Earliest start time6.4 Rate of self learning6.5 Stop time6.6 Earliest stop time6.7 Rate of self learning

Signed for and on behalf of:- .......................................... Signed .....................................................Date ........................



CENTRAL STATION COMMISSIONING CHECKLISTContract No................Location.....................Client..........................

Checked itemsSatisfactory Checked

Yes / No By Date1. INSTALLATION OF CENTRAL STATION1.1 Physical inspection of facility1.2 Power supply connection

2. CENTRAL OPERATION2.1 From 'Switch On' Central reaches operational state unaided2.2 Central real time clock operational2.3 Central makes correct attempts to establish communications2.4 Central responds to incoming communications2.5 Operation of peripheral equipment2.6 Data acquisition speed satisfactory

3. CENTRAL FUNCTIONS3.1 Data logging routines3.2 Control parameter update3.3 Alarm system3.4 Security system3.5 Data archiving system3.6 Reporting & monitoring functions3.7 Graphics3.8 Integrated systems

4. COMMISSIONING SUCCESSFUL & DOCUMENTED

5. DOCUMENTATION, SPARES & SOFTWARE BACKUP

6. TRAINING COMPLETE

7. OTHER FUNCTIONS

Signed for and on behalf of:-................................. Signed ...................................... Date ........... ......



OPERATING & MAINTENANCE MANUAL CHECKLIST

Contract No..............Location...................Client........................

Check item Satisfactory Checked

Yes/No By Date

1 Description of operation

2 Equipment schedule

3 Points listings

4 Controller settings

5 System application software configuration

6 Comprehensive operating instructions

7 Fault finding instructions

8 Instructions for dealing with emergency conditions

9 Instructions for any necessary precautionary measures

10 Servicing instructions

11 Instructions for creating routines and graphics etc

12 User adjustable points13 Provision for updates and modifications.

14 Technical literature

15 Copies of any relevant certificates of compliance

16 CHECKLIST FILECopies of all test and commissioning records

Signed for and on behalf of:-..............................Signed.........................Date.....................



COMPLETION CHECKLIST

Contract No................ Location..................... Client..........................

All the tests shall be documented and signed by the testers and witnesses. A completioncertificate shall only be issued by the client when all the tests have been successfullycompleted.

Each item to be dated and initialled.

Checked item Initial Date1. Audit of the cabling and hardware installation

2. Demonstration that sensors and actuators are correctly connectedand addressed

3. Demonstration of the physical and logical integrity of the system.

4. Demonstration of all control actions

5. Demonstration of sensor calibrations

6. Demonstration of successful system software commissioning.(This should include loading software and documentedcommissioning data from media and subsequent operation)

7. Verification of specified graphics

8. Verification of specified training requirements

9. Verification of handover of all specified operating manuals,documentation and drawings

10. Verification of handover of backup copies of software

11. Verification of handover of consumable spares

Completed................ Initial.............................. Date..................Signed for testers.............................................. Date..................Signed for witnesses ........................................ Date .................

C54 INDEX PAGE 1


C54 PARTS 1 & 2

INDEX

COMMON TO BOTH PARTS

REFERENCE DATA 01

Standard References 01Glossary of Terms 02Abbreviations 03

GENERAL REQUIREMENTS 02

Scope 01Controls 02Building Management Systems 03References 04Replacements 05Commissioning 06Year 2000 Compatibility 07

PART 1 CONTROL SYSTEMS

CONTROL SYSTEMS 01

Control Components - General 01Control Components - Electrical 02Control Components - Pneumatic 03Control Systems Documentation 04Control Adjustment Devices 05Final Service Connections 06Weatherproofing 07Access 08Vibration 09

CONTROL VALVES 02

General 01Steam 02Modulating 033 Port Mixing 043 Port Diverting 05

C54 INDEX PAGE 2


SENSORS/STAT FOR TEMPERATURE OR HUMIDITY 03

Duct Mounting 01Pipeline or Vessel Immersion Mounting 02Room Mounting 03Outdoor Mounting 04Temperature Sensor Characteristics 05Humidity Sensing Elements 06Humidistats 07Room Thermostats 08

HEATING COMPENSATORS 04

General 01Manual Override Facilities 02Frost Protection 03

TIME & FLOW SWITCHES 05

Time Switches - Electro-mechanical 01Time Switches - Electronic 02Flow Switches - General 03Flow Switches - Air 04Flow Switches - Water 05

ACTUATORS 06

Movement 01Sizing 02

SELF POWERED CONTROLS 07

General 01Capillaries 02

PNEUMATIC CONTROLS 08

General 01Sensors 02Receiver Controllers 03Actuators 04Positioners 05Interlocks 06Compressors 07Receivers 08Air Driers 09Primary Pressure Reducing Sets 10Control Panel 11Pipework 12

Secondary Pressure Reducing Sets 13Quality 14

C54 INDEX PAGE 3


CONTROL SYSTEMS APPLICATION 09

Calorifiers 01Humidifiers 02

C54 INDEX PAGE 4


PART 2 BUILDING MANAGEMENT SYSTEM

GENERAL 01

Design Intent 01Scope 02References 03Abbreviations 04Commissioning and Testing 05Pre-Commissioning and Testing 06Static Completion of Works on Site 07Commissioning 08Performance Tests 09Training of Client's Personnel 10IEE Wiring Regulations sixteenth edition, BS 7671:1992 11Maintenance 12Guarantee 13Spares 14

SYSTEM 02

Configuration 01Safeguards provided in the event of Failure of Transmission Lines or Central Station 02Fault Monitoring 03Program Protection 04Operator Access 05Operator Access Times 06Works Information Management System (WIMS) 07

CENTRAL STATION 03

General 01Alarm Systems 02Wiring 03Clock 04Memory 05

ELECTRICAL SUPPLY 04

Power Supply 01System Standby Supply 02Batteries and Chargers 03Operating Procedures 04Data Re-Load 05

C54 INDEX PAGE 5


USER INTERFACE DEVICES 05

Standards 01Visual Display Unit (VDU)/Colour Graphics Monitor 02Keyboards 03Printer(s) 04

INTELLIGENT OUTSTATIONS 06

General 01Environmental Conditions 02Construction 03Programming 04Operating System 05Data Transmission 06Alarm Transmission 07

SOFTWARE 07

General 01Scaling 02Operational Software 03Application Software 04Operator Assistance Software 05Information System Interface 06Visual Display Capabilities 07Keyboard Software 08Security 09

COMMUNICATIONS 08

Cable Type 01Speed and Mode of Operation 02Line Requirements 03Restrictions 04

RELIABILITY 09

System Hardware or Software Malfunction 01Self Test Facilities 02Diagnostics Facilities 03Modules 04Intelligent Outstations and Existing Controls 05

HARDWARE PHYSICAL CONSTRUCTION 10

Construction 01Accessibility 02Modules 03Sensors/Detectors 04

C54 INDEX PAGE 6


ELECTRICAL INTERFERENCE 11

Interference Generation 01Interference Immunity 02

DOCUMENTATION 12

Documentation 01Back-up Software 02

End of Index

C54 PARTS 1 & 2 PAGE 1


REFERENCE DATA

STANDARD REFERENCES

01

01

Regulations

The Construction (Design and Management) Regulations 1994 [SI 3140]. HMSO1994

The Construction (Design and Management) Regulations (Northern Ireland) 1995[SR 209] HMSO 1995

Electricity at Work Regulations 1989 [SI 635]. HMSO 1989

Electricity at Work (Northern Ireland) Regulations 1991 [SI 13]. HMSO 1991

The Electromagnetic Compatibility Regulations 1992 [SI 2372]. HMSO 1992

The Electromagnetic Compatibility (Amendment) Regulations 1994 [SI 3080].HMSO 1994

Building Acts, Regulations and related publications

The Building Act 1984. HMSO 1984

The Building Regulations 1991 [SI 2768]. HMSO 1991

The Building Regulations (Amendment) 1992 [SI 1180]. . HMSO 1992

The Building Standards (Scotland) 1990 [SI 2179 and S 187]. . HMSO 1990

The Building Regulations (Northern Ireland) 1994 and Technical Booklets [SI 243].HMSO 1994.

The Building Regulations 1991 : approved documents A-N. Department of theEnvironment, HMSO 1992.

The Building Regulations 1991 : approved document to support regulation 7.Department of the Environment, HMSO 1992.

The Building Regulations (Northern Ireland) 1994 - Technical booklets C-E, G1, H,P, R and V. Department of the Environment for Northern Ireland, HMSO 1994.

The Building Standards (Scotland) Regulations 1990 : Technical Standards. ScottishOffice Building Directorate, HMSO 1990.



Department of Health/NHS Estates)

2005 Building Management Systems, NHS Estates, HMSO 1996(issued in 4 parts)

2007 Electrical services : supply and distribution. NHS Estates, HMSO 1993(issued in 4 parts)

2011 Emergency electrical services. NHS Estates, HMSO 1993 (issued in 4 parts)

2014 Abatement of electrical interference. NHS Estates, HMSO 1993 (issued in 4parts)

2015 Bedhead services. NHS Estates, HMSO 1995 (issued in 3 parts)

2020 Electrical safety code for low voltage systems (Escode - LV).NHS Estates, HMSO 1993 - (New edition in preparation.)(issued in 2 parts)

2024 Lifts. NHS Estates, HMSO 1995 (issued in 4 parts)

2025 Ventilation in healthcare premises. NHS Estates, HMSO 1994 (issued in 4parts)

2035 Mains signalling , NHS Estates, HMSO 1996 (issued in 4 parts)

2050 Risk management in the NHS estate. NHS Estates, HMSO 1994 (issued in 4parts)

2055 Telecommunications (telephone exchanges). NHS estates, HMSO 1994(issued in 4 parts)

Firecode publications

Firecode : directory of fire documents. Department of Health, HMSO 1987.

Firecode : policy and principles. NHS Estates, HMSO 1994

Northern Ireland Firecode: Policy and Principles, HPSS/ME - HMSO 1994.

Firecode : Fire risk assessment in Nucleus hospitals, HMSO 1997

Firecode Health Technical Memoranda (HTM)

81 Fire precautions in new hospitals, NHS Estates HMSO 1996

82 Alarm and detection systems, NHS Estates, HMSO 1996

83 Fire safety in health care premises: general fire precautions. NHS Estates,HMSO 1994



Northern Ireland Firecode: Fire Safety in Residential Care Premises,, HPSS/ME -HMSO 1995.

85 Fire precautions in existing hospitals. NHS Estates, HMSO 1994

86 Fire risk assessment in hospitals. NHS Estates, HMSO 1994

Scottish Office publications

Health Service building in Scotland (SHPN 1). Scottish Office, HMSO 1991

Scottish Hospital Technical Note 1 Post Commissioning Documentation for HealthBuildings in Scotland. HMSO 1993.

Hospital briefing and operational policies (SHPN 2). Scottish Office, HMSO 1993

Fire safety : new health buildings in Scotland. Scottish Home and HealthDepartment, HMSO 1987.

Firecode in Scotland : policy and principles. Scottish Office Home and HealthDepartment, HMSO 1994.

British Standards

BS 21 : 1985 Specification for pipe threads for tubes andfittings where pressure-tight joints are made onthe threads (metric dimensions)

BS 800 : 1988 Specification for limits and methods of measurementof radio interference characteristics of householdelectrical appliances, portable tools and similarelectrical apparatus.Withdrawn and replaced by BS EN 55014: 1993

BS 2871 Specification for copper and copper alloys.Tubes.

Part 1 : 1971 Copper tubes for water, gas and sanitation.Withdrawn and replaced by BS EN 1057 : 1996.

Part 2 : 1972 Tubes for general purposes.

BS 4568 Specification for steel conduit and fittings withmetric threads of ISO form for electricalinstallations.

Part 1 : 1970 Steel conduit, bends and couplers.

BS 4737 Intruder alarm systems.(5 Parts + 20 sections)BS 5169 : 1992 Specification for fusion welded steel air receivers.

BS 5445 (Parts 1-9) Components of automatic fire detection systems.



Part 1 : 1997 Withdrawn and replaced by BS EN : 54-1 : 1996.

BS 6017 : 1981 (1989) Specifications for copper refinery shapes.BS 6221 Printed wiring boards.

BS EN 55011: 1991 Specification for limits and methods of measurementof radio disturbance characteristics of industrial,scientific and medical (ISM) radio-frequencyequipment.

BS EN 55015: 1993 Limits and methods of measurement of radiodisturbance characteristics of electrical lighting andsimilar equipment.

BS EN 50065 Specification for signalling on low-voltage electricalinstallations in the frequency range 3kHz to 148.5kHz.

BS EN 50065-1: 1992 General requirements, frequency bands andelectromagnetic disturbances.

BS 6238:1982(1993) Code of practice for performance monitoring ofcomputer-based systems.

BS EN 60529: 1992 Specification for degrees of protection provided byenclosures (IP code).

BS 7671 : 1992 Requirements for Electrical Installations. IEE Wiringregulations. Sixteenth edition.

BS 7807:1995 Code of practice for design, installation and servicingof integrated systems incorporating fire detection andalarm systems and/or other security systems forbuildings other than dwellings.

BS EN ISO 9000 Quality systems.BS EN 50081 Electromagnetic compatibility. Generic emission

standard.

BS EN 50081-1:1992 Residential, commercial and light industry.

BS EN 50082 Electromagnetic compatibility. Generic immunitystandard.

BS EN 50082-1:1992 Residential, commercial and light industry.

BS 3955:1986 Specification for electrical controls for householdand similar general purposes.

BS 88 Cartridge fuses for voltages up to and including1000 V a.c. and 1500 V d.c.

Part 1:1988 Specification for general requirements.Also numbered BS EN 60269-1.



Part 2:1975 Specification for fuses for use by authorised persons(mainly for industrial application).

Section 2:1:1988 Supplementary requirements. (RenumberedBS EN 60269-2:1995)

Section 2:2:1988 Additional requirements for fuses with fuse-links forbolted connections.

Part 4:1988 Specification of supplementary requirements forfuse-links for the protection of semiconductordevices.

Part 5:1988 Specification of supplementary requirements forfuse-links for use in a.c. electricity supply networks.

Part 6:1988 Specification of supplementary requirements forfuses of compact dimensions for use in 240/415 Va.c. industrial and commercial electrical installations.

BS 89: 1990 Direct acting indicating analogue electrical measuring

(9 Parts) instruments and their accessories.BS 159: 1992 Specification for high-voltage busbars and busbar

connections.

BS 2765: 1969(1993) Specification for dimensions of temperature detectingelements and corresponding pockets.

BS 3955: 1986 Specification for electrical controls for householdand similar general purposes.

BS EN 60947 Specification for low voltage switchgear andcontrolgear circuit-breakers.

BS EN 60947-1:1992 General rules.

BS EN 60947-2:1996 Circuit breakers.

BS EN 60947-3:1992 Switches, disconnectors, switch-disconnectors andfuse combination units.

BS EN 60947-4-1:1992 Electromechanical contactors and motor-starters.

BS 5486 Low-voltage switchgear and controlgear assemblies.

Part 2:1988 Withdrawn and replaced by BS EN 60439-2:1992particular requirements for busbar trunking systems(busways).

Part 11:1989 Specification for particular requirements offuseboards.

Part 12:1989 Specification for particular requirements of type-tested miniature circuit-breaker boards.



Part 13:1989 Specification for particular requirements of consumerunits.

BS EN 60529: 1992 Specification for degrees of protection provided byenclosures (IP code).

The European Standards Committee CEN TS247 on 'Controls for mechanicalbuilding services is currently preparing a series of standards for heating, ventilationand air conditioning:

Systems structure and definition of termsEquipment functionalityEquipment characteristics, test and verificationsCommunicationsImplementation guidelines

Miscellaneous publications

CIBSE Commissioning codes:

Series C : Automatic control systems. Chartered Institution of BuildingServices Engineers (CIBSE) 1973

CIBSE Guides:

Volume A : Design data. 5th edition, Chartered Institution of BuildingServices Engineers (CIBSE), 1986.Volume B : Installation and equipment data. 5th edition, CharteredInstitution of Building Services Engineers (CIBSE), 1986.Volume C : Reference data. 5th edition, Chartered Institution of BuildingServices Engineers (CIBSE), 1986.Volume D: Transportation systems in buildings, Chartered Institutionof Building Services Engineers (CIBSE), 1993.Volume E: Fire engineering, Chartered Institution of Building ServicesEngineers (CIBSE), 1997.

Automatic controls and their implications for systems design (Applicationmanual). Chartered Institution of Building Services Engineers (CIBSE), 1985.



BSRIA publications:

Applications handbook volume 1 : Guide to BEMS centre standardspecification. Building Services Research and Information Association(BSRIA), 1990.Applications handbook volume 2 : Standard specification for BEMSversion 3.1. Building Services Research and Information Association(BSRIA), 1990.Commissioning of BEMS : a code of practice (AH 2/92). BuildingServices Research and Information Association (BSRIA), 1992.BEMS performance testing (AG 2/94). Building Services Research andInformation Association (BSRIA), 1994.HVCA publication:

Standard maintenance specification for mechanical services in buildings. VolIII Control, energy and building management systems. SMG 90c. HVCA.1992.



GLOSSARY OF TERMS 02

Actuator: an electromechanical device that positions control devices (such asvalves or dampers) in relation to a supplied control signal.

Alarm: the annunciation of an event that the system operator needs to be aware of.

Analogue: pertaining to data that consists of continuously variable quantities.

BAS - building automation system: synonymous with BMS.

BEMS - building and energy management system: synonymous with BMS.

BMS - building management system: a system comprised of electronicequipment and software with the prime function to control and monitor theoperation of building services within a building, including heating, air conditioning,lighting, and other energy using areas.

BMS contractor: The organisation responsible for the supply and/or installation ofthe BMS. the contractor may be either the manufacturer or a systems house. It isoften the case that the BEMS Contractor will commission the BMS.

Bus: a means of connecting a number of different devices, sensors, controllers,outstations etc. to act as a means of data exchange.

Central station: the primary point of access to a BMS. The usual point fromwhich all operations are supervised.

Client: The individual or group of individuals ultimately responsible for paying forand using the BMS.

Commissioning: the advancement of installed system to working order to specifiedrequirements.

Commissioning specialist: the individual responsible for the commissioning of theBMS. He may be employed by the BMS contractor or a specialist commissioningcompany.

Communications network: a system of linking together outstations and a centralstation to enable the exchange of data. Usually a dedicated cable system, but radioor mains borne signalling may be used.

Compensator: a control device whose control function is to either:

a. reduce heat supply with decreasing building heat load; or

b. reduce cooling energy supply with decreasing building cooling load, inresponse to outside and (sometimes) inside temperatures.



Completion: The state of being finished in its entirety, according to thespecification, ready for use by the owner.

Configuration software: software (in the form of "building blocks") resident in anoutstation which can be configured to create different control strategies.

Control function: a term used to describe a specific, discrete form of control eg.compensation, optimisation etc. These can be linked together in a control strategy.

Control loop: Proportional or (proportional + integral) or (proportional + integral+ derivative) control strategy where the output is related to a function of the inputsignal.

Control strategy: a description of the engineered scheme to control a particularitem of plant or perform a series of control functions.

Data: a representation of information or instruction in a formalised manner suitablefor communication, interpretation, or processing by humans or a computer.

Derivative control: a control algorithm in which the control output signal isproportional to the rate of change of the controlled variable.

Direct digital control (DDC): a term used to define products that are based onmicroprocessor control.

Distributed intelligence: description of a system where data processing andcontrol is carried out at outstations, and not at a central point.

Duty cycling: a control function that rotates the use of items of plant so that eachitem undergoes equal usage.

EMS - energy management system: synonymous with BMS.

Field device: the controls that are placed in the field level, i.e. switches, sensors,actuators, etc.

Gateway: software written to enable data to be exchanged between two differentcommunications protocols.

Handover: The transfer or ownership of all or part of a building or system, usuallyto the client.

Integral control: a control algorithm in which the output signal is proportional tothe integral of the error.

Load shedding: the function of switching off electrical equipment if the predictedinstantaneous current exceeds a limit. This function therefore reduces the risk ofmaximum demand penalty charges.

LED: Light emitting diode



Load cycling: a control method where management of plant energy demand isachieved by means of fixed on/off periods of operation.

MTBF: Mean time between failures

MTTR: Mean time to repair

Optimiser: a control device whose function is to vary the daily on and off times ofHVAC plant in order to produce an acceptable environment with lowest energyusage.

Outstation: a device to which sensors and actuators are connected, capable ofcontrolling and monitoring building services functions. It also has the facility toexchange information throughout the BMS network.

Performance tests: tests carried out to demonstrate that the system functionsaccording to specification.

Point: a physical source or destination for data in the form of analogue or digitalsignals.

Pre-commissioning checks: systematic checking of a completed installation toestablish its suitability for commissioning.

Proportional control: a control algorithm in which the output signal isproportional to the error in the controlled variable.

Proportional & integral control: a control algorithm in which the output signal isproportional to the error plus the integral of the error in the controlled variable.

Proportional & integral & derivative control: a control algorithm in which theoutput signal is proportional to the error plus the integral of the error and the rate ofchange of the controlled variable.

Protocol: a set of rules governing information flow in a communication system.

Sensor: a hardware device which measures, and provides to a control strategy, avalue representing a physical quantity (eg. temperature, pressure etc.); or activates aswitch to indicate a pre-set value has been reached.

Stand-alone control: during normal operation an item of equipment which canoperate normally when isolated from the remainder of the system.

Soft point: a point that can be referenced as if it were a monitoring or control pointin a BMS, although it has no associated physical location. It may have a set value orbe the result of a given calculation or algorithm.

Stand-alone control: during normal operation an item of equipment which canoperate normally when isolated from the remainder of the system.



Testing: The evaluation of the performance of a commissioned installation testedagainst the specification.

Witnessing: The observation (by the client or his representative) of tests andchecks of BMS hardware and operation prior to completion.

ABBREVIATIONS 03

oC Degrees centigrade

%RH Percentage relative humidity

mbar Millibar

N/m2 Newtons per metre squared

Nm Newton metre.

End of Element



GENERAL REQUIREMENTS 02

Scope

This specification covers the application of control systems and/or the requirements ofa building management system (BMS).

Part 1 of the specification will cover controls for heating, hot water service, ventilationand air conditioning etc.

Part 2 of the specification will cover the system management monitoring, display,control, alarms and plant maintenance including controls of building/departmentsrelated to a (see Part D) specific site or multi-sites.

Where a BMS is to be included for new works or applied to existing control system(s)it is not essential that the controls and the BMS are of the same manufacturer.However, there must be full co-operation between the controls and BMSmanufacturers to ensure compatibility in the function/safety of the systems and theinstallations they serve. It should be noted that direct software communicationsbetween different manufacturers equipment will not be possible without recourse togateways.

The BMS part of the specification is a minimum requirement. With the advances thatare continually being made with BMS, manufacturers should also offer moreefficient/effective equipment in their compliance with the specification, provided it willbe beneficial to the scheme or estate.

The BMS should be of the distributed intelligence type employing intelligentcontrollers, each controller to be capable of stand alone operation and communicationwith other controllers on the network. Systems requiring a host processor for any ofthe control functions are not acceptable.

01

Controls

The specification covers the manufacture, supply, installation (including wiring/piping)commissioning and testing, demonstration of operation and planned maintenance of thecontrol systems.

The system shall include all equipment to achieve the full operational requirements ofthe installation they serve.

The system shall:-

comprise equipment from one of the following types or combinations of these types asstated in Part D, eg

Self-powered controlsElectrical controlsElectronic controlsPneumatic controls

02



be as described in Part 1 of this section or as modified in Part D.

satisfy the control functions and overall operation as described in Part D givingaccurate stable control.

allow for future expansion as specified in Part D.

Building Management Systems

The specification covers the design, manufacture, supply, installation (including wiring)commissioning, testing, demonstration of operation and planned maintenance of aBuilding Management System.

The system shall include all hardware and software to achieve the full operationalrequirements of the installations it serves.

The fitting or otherwise of valve bodies, actuators, sensors/ detectors, motors etc, inthe engineering services to be controlled by the BMS, shall be stated in Part D.

Where relevant the system shall provide for automatic control of outstations from thecentral control unit.

Provision shall be made for future expansion of the system as specified in Part D.

03

References

Both parts of the specification shall be read in conjunction with C41 - Commonservices electrical (low and extra low voltage).

04

Replacements

BMS and control systems plus related equipment shall be selected on the understandingthat replacement components will be made available by the specialistmanufacturer/supplier, for a period of not less than 10 years from the time of purchase.

05

Commissioning

Shall:-

be defined as the advancement of the system, from the state of static completion to fullworking order to meet the specific requirements.

include setting the installation to work to the Client's satisfaction and specifiedrequirements.

06



Year 2000 Compatibility 07

The BMS and control systems manufacturers shall confirm compatibility withthe conformity requirements as set out in the British Standards Institutiondocument, DISC PD2000-1 A Definition of the Year 2000 ConformityRequirements.

The Definition from DISC PD2000-1 is reproduced below withacknowledgement to the BSI:-

Year 2000 conformity shall mean that neither performance nor functionality isaffected by dates prior to, during and after the year 2000.

In particular:-Rule 1. No value for current date will cause any interruption in

operation.Rule 2. Date-based functionality must behave consistently for dates

prior to, during and after year 2000.Rule 3. In all interfaces and data storage, the century in any date must

be specified either explicitly or by unambiguous algorithms orinferencing rules.

Rule 4. Year 2000 must be recognised as a leap year.

Reference should be made to DISC PD2000-1 for amplification of thedefinition and rules.

End of Element

C54 PART 1 ELEMENT 01 PAGE 1


CONTROL SYSTEMS 01All components of the control systems shall be suitable for incorporation into anenergy/building management system.

The work covered in this Section of the Specification includes the supply, delivery,installation, commissioning, testing, setting to work and the subsequent 12 monthsdefects liability period of the Control Systems, all to the Engineer's satisfaction.

Control Components - General

Shall:-

be supplied with a manufacturer's technical data sheet giving full instructions, limitationsand recommendations for use in English.

be installed and set into operation in accordance with the details given in the technicaldata sheet.

be clearly and permanently identified with the manufacturer's type reference, serialnumber and points of connection for external services.

be complete with all necessary accessories (eg linkages, auxiliary switches, fixingbrackets etc).

where the controls incorporate a 'set point' or 'desired value' setting it should be selectedat mid-point of the scale range and with the scale range as small as is practical.

when located in exposed areas (eg where open to the general public) be suitablyprotected with a robust cover, ventilated where necessary.

01

Control Components - Electrical

Shall:-

be provided with a separate earthing terminal.

have sufficient number of conduit knockout entries each being suitable for a minimumsize of 20mm conduit.

be provided with a suitably rated terminal block, shrouded where necessary to preventshock.

02

where provided with switching contacts (eg thermostat, humidistat, pressurestat etc),have suitably rated changeover contacts



when provided in connection with wall mounting equipment be suitable for fitting into aBritish Standard conduit box to BS 4568 Part 1 : 1970.

Comply with BS EN 50081, Electromagnetic compatibility - generic emission standard.

Control Components - Pneumatic

Shall:-

be of the 'transmission' type with separate receiver controller panels for adjustment andindication of the controlled variables, and providing linear changing output pressure toan accuracy of within 1% over the full range of the instrument scale span.

be capable of accepting pressures of up to 1.7 bar without causing damage or alterationto component characteristics.

operate on pressures between 0.2 bar and 1.0 bar.

when serving multi-terminal units (ie fan coil units, dual duct mixing boxes, variable airvolume units) be of the 'bleed' type with control adjustment facilities located within thesensor.

03

Control Systems Documentation

Shall:-

be included for unless otherwise stated in Part D.

The documentation shall include, where appropriate, that outlined in Part 2 (2.0).

- checklists should be used during pre-commissioning, commissioning and atcompletion. The use of checklists are benefitial as they help to list the items tobe checked, provide a means for monitoring progress of the commissioning andto provide a record for system documentation.

- operating and maintenance and as fitted record documents are of greatimportance as the control system could be there for a considerable time and "seeout" a number of system operators

- documentation should include: a description of plant operation and control,control logic diagrams, a points list and wiring diagrams.

04



Control Adjustment Devices

Shall be calibrated and identified in the appropriate units:-

temperature Chumidity %RHpressure bar, mbar, N/m, kN/m, Pa and kPaVoltage V or mVCurrent A or mA

05

Final Service Connections

Shall be made flexible and of sufficient length to allow removal of the component (egsensor, stat, flow switch, actuator etc) from duct, pipeline or vessel withoutdisconnection of the service.

Weatherproofing

Equipment and wiring mounted external to the building shall be fully weatherproof.

Access

Equipment shall be positioned to allow easy access for inspection or maintenance

Vibration

Equipment likely to malfunction when subjected to vibration shall be positioned orprotected to avoid such occurrence.

End of Element

06

07

08

09



CONTROL VALVES 02

General

Shall:-

be designed and installed to fail safe, this applies to all control valves.

be sized to give the duty and pressure drop as scheduled in Part D.

have valve authorities of not less than 0.5 for diverting and throttling applications andnot less than 0.3 for mixing applications.

have a quick opening characteristic when used in an on/off application.

when screwed comply with BS 21 : 1985

be suitable for the system medium into which it is being fitted (eg temperature andpressure rating).

be adjusted at the manufacturer's works to ensure that the valve stroke provides thecorrect fully open/closed position and limit switch operation.

be provided with an easily identified valve position indicator.

incorporate an actuator providing sufficient force to fully open/close the valve againstthe maximum system differential pressure.

on electric motorised valves, incorporate a manual actuator to disengage the motor andallow the valve to be manually positioned.

when incorporating an automatic spring return feature, have a spring capable of fullyclosing the valve against the upstream pressure.

on liquid applications, when the valve is in the fully closed position, have a leakage ratethrough the valve limited to:-

plug and seat time valves: one half per cent under maximum flow/pressureconditions

rotating shoe type valves: one per cent under maximum flow/pressure conditions

when used in an open water system (eg condenser water control with open coolingtower) exclude the use of rotating shoe type.

01



Steam

Shall:-

provide tight shut off when in the fully closed position.

be fitted with a renewable stainless steel plug or trim.

be sized to give a pressure drop across the valve in the fully open position as close aspossible to:-

40% of the absolute inlet pressure (but not greater than) for inlet pressuresabove 2 bar and should not be below 20%.

approximately equal to the loss across the associated heat exchanger for inletpressures of 2 bar and below.

02

Modulating

Shall:-

have an equal percentage or linear characterised plug.

have a rangeability of not less than 35 to 1.

03

3 Port Mixing (Constant Volume - Variable Temperature)

Shall:-

normally be fitted on the system flow and having two inlet ports and one commonoutlet.

be designed to give a constant total flow characteristic at all valve positions.

04

3 Port Diverting (Constant Temperature - Variable Volume)

Shall:-

normally be fitted in the system return and having two inlet ports and one commonoutlet.

be fitted with the characterised port connected to the return from the load.

be designed to give a constant total flow characteristic at all valve positions.

05

End of Element



SENSORS/STAT FOR TEMPERATURE OR HUMIDITY 03

Duct Mounting

Shall:-

be provided with a suitable (air tight) duct entry flange for mounting and protection.

be positioned to avoid errors from radiant heating/cooling effects off the coil served.

when located after a coil/manifold, be sufficient distance away to allow thoroughmixing of air to have taken place.

when of the averaging capillary type, be protected and supported evenly across the areaof the duct.

01

Pipeline or Vessel Immersion Mounting

Shall:-

be provided with a stem length sufficient to ensure that the active part of the sensingelement can give accurate detection when immersed in its respective pocket.

when located downstream of a mixing valve or tee, be positioned to give a goodrepresentative sample point being not less than one metre downstream.

be mounted in a vertical upright position or at an angle of not more than 90 from thevertical.

be provided with a separate pocket which is completely immersed in the working fluidand:-

has been pressure tested to not less than 12 bar at 150C;

is manufactured from a material compatible with the system into whichit is being installed;

is designed to provide a minimum air gap between pocket and sensingelement;

is provided with an effective means of securing the sensing element intothe pocket;

is positioned to avoid heat pick-up from heat exchanger coils;

02

permits removal of the sensing element from the pocket without the necessityof draining the system.



is positioned to avoid any contact with other surfaces (eg pipe wall,heat exchange coils, etc);

Room Mounting

Shall:-

be located in freely circulating air.

be mounted away from situations likely to cause error (eg opening doors, draughts,heat emitting equipment, solar gain from windows etc).

be located on an internal wall, or where shown on the drawings.

be mounted at a height of approximately 1350mm from the finished floor level to thecentre line of the sensor/stat.

be as stated in Part D if panel mounted

03

Outdoor Mounting

Shall be mounted:-

on a North facing wall.

to avoid influence from direct solar gain/wind velocity.

to avoid errors from local influences (eg ventilation discharges etc).

be housed in a weatherproof housing box supplied for the purpose by the sensor/statmanufacturer.

as stated in Part D if different to the above.

04

Temperature Sensor Characteristics

Unless otherwise specified, temperature sensors shall comply with the followingminimum requirements

05

0.5 3.0 (0.75% of FSD above 450oC) 0.5 2.0

- 10 to + 40+ 30 to + 850

- 10 to + 30- 10 to + 150

AirFlue gas

Chilled waterWater

FluidFluid Sensor AccuracyoC

Temperature RangeoC



Humidity Sensing Elements

Shall:-

have stable characteristics with an accuracy of better than 5% relative humidity.

be suitably protected by an outer cover.

have a control range of 20 to 90% RH.

06

Humidistats

Shall:-

have a differential gap not exceeding 5% rh under all load conditions.

when having two or more stages, have an adjustable 'neutral zone' between each stage

07

Room Thermostats

Shall:-

comply with BS 3955 : 1986.

End of Element

08



HEATING COMPENSATORS 04

General

Shall:-

include for Optimum Start as required in Part D.

have adjustable (by authorised personnel only) calibrated scales for both flow watertemperature and outside weather conditions.

have a means of indicating clearly the maximum and minimum flow water temperaturesettings made during commissioning and the outside air temperature at which thisshould occur.

provide a graduated 'fine adjustment' facility for altering the flow water temperaturesetting in response to experience in use.

have an adjustable 'flow temperature set back' capable of being time-switch controlledfrom either an external or integral timeswitch.

be set to maintain the environmental temperatures given in Part D.

01

Manual Override Facilities

Shall:-

be incorporated to override the normal programmed automatic control operation.

provide for continuous automatic control on 'temperature setback'.

provide for continuous automatic control omitting any pre-set programmed time switchoperation.

provide facilities to fully open or fully close the control valve.

02



Frost Protection

The software shall include frost protection routines to operate plant and pumps inorder to protect building services systems and their components from frost damage.

The protection shall be provided in two stages:-

when the outside air temperature falls to the operator set minimum frostprotection temperature, the selected pumps shall be started and circulationestablished through pipework systems and their components. The operatorshall be able to pre-select which plant is to be started. The automatic standbyplant is to operate on failure of the duty plant.

when the system temperature falls below the operator pre-set minimum, thefull frost protection facility shall be initiated. In the case of heating systems,the heat source shall be turned on and operated to maintain the return flowtemperature above the pre-set minimum. For other liquid systems, they shallhave their specified protective devices activated (e.g. frost protection heaters).

End of Element

03



TIME & FLOW SWITCHES 05

Time Switches - Electro-Mechanical

Shall:-

have a synchronous, self starting electric motor suitable for operation on 240 volts 50Hz supply.

have a power failure reserve incorporated of not less than 48 hours.

have a provision for days omission and an early start facility for one day per week ifrequired by programme requested in Part D.

have sufficient switch contacts and tappets to provide the programming as described inPart D.

01

Time Switches - Electronic

Shall:-

be suitable for operation on 240 volts 50 Hz supply.

have a rechargeable battery which retains the programme in the memory during supplyfailure for 100 hours.

have sufficient switch contacts to provide the programmes as detailed inPart D.

02

Flow Switches - General

Shall:-

be suitable to work at the system design/test temperatures and pressures.

be mounted at a point common to the system as a whole.

be suitable to work under positive or negative system pressure conditions.

03

Flow Switches - Air

Shall:-

be selected or positioned to prevent intermittent switch operation occurring throughfluctuating duct pressure. DD types are preferred.

04



Flow Switches - Water

Shall:-

be selected for the correct water velocity and pipe size.

be of the 'differential pressure' type, the switch head being mounted remote from thepipeline and isolating cocks provided on each water connection.

05

End of Element



ACTUATORS 06

Movement

Shall:-

be adjusted and set to provide smooth and regular movement of the valve or damper.

on power failure arrange for the valve/damper to fail safe.

be capable of manual operation in the event of power failure. On restoration of powerthe actuation drive to re-engage.

be selected to have the correct range of movement to suit the required valve or dampertravel.

01

Sizing

Shall:-

be sized to provide the correct torque or thrust necessary for smooth and effectivemovement of the control device.

02

End of Element



SELF POWERED CONTROLS 07

General

Shall:-

incorporate an 'overload protection system' capable of withstanding, without damage, atemperature overrun of not less than 55C.

be a fully flooded system.

provide through hydraulic action, linear expansion and contraction of full proportionalvalve stem movement.

incorporate valve glands that are bellows sealed and maintenance free.

01

Capillaries

Shall:-

be copper and protected by an armoured PVC outer sheath.

be of sufficient length to suit the indicated position of each control component (iesensor, valve, etc).

be neatly clipped to the structure or onto a cable tray where the scheme drawings orPart D indicates it necessary.

02

End of Element



PNEUMATIC CONTROLS 08

General

Shall:-

be of the 'transmission' type with separate receiver controller panels for adjustment andindication of the controlled variables, and providing linear changing output pressure toan accuracy of within 1% over the full range of the instrument scale span.

b

BMS Specification (DOH)

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Transcript of BMS Specification (DOH)