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8/10/2019 AHR2014_SpecDev
1/28
1/30/20
DesignandSpecification
ofOpenSystems
RonBernsteinPresident,RBCGLLC
www.rbcg.com
RonBernstein
President RBCG,LLC Consultant
ChiefAmbassador LonMarkInternational
Director TheSmartBuildingsInstitute
Chairman LonMarkBuildingAutomationTaskGroup
Advisor MSSLC StreetlightingConsortium
WebMaster/VotingMember ASHRAESGPC13GuideSpecificationCommittee
Member ANSI/CEA R7 HomeAutomationNetworkingCommittee
Member ASHRAE
MemberCABA
Advisor GovernmentofKuwait
Consultant SuncorEnergy
ConsultantandAdvisor USArmyCorpsofEngineers
Consultant UniversityofAlberta
Advisor/Consultant BuildingIntelligenceGroup
Author/CoAuthor TheLonWorksInstallationHandbook,MSSLC GuideSpec,ASHRAEGuideSpec,LonMarkGuideSpec,manyarticles,lectures,classes
BS MechanicalEngineering CarnegieMellonUniversity
MS Psychology UniversityofSantaMonica
2
Copyright2013byRBCG,LLCAllrightsreserved
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1/30/20
CreatingAHigherLevelofAwarenessThroughBetter
Communication
Principlesof
Success
Areyouawareofhowwellyoursystemswork?Whatsnotworking?Whereyoucanimprove?
Betteraccesstoinformationenablesbetterdecisions
Youcantcontrolwhatyoucantsee
Successstartswithdevelopingamasterplan
Buildupfromacommoninformationandcommunicationinfrastructure
Enableflexibility,scalability,andcompetition
Remove/reducetherelianceonproprietary,lockedinsolutionsthroughbettersystemdesignandspecifications
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Vision
Helprealize
primary
goals:
AchieveGREENinitiatives
Reduceenergyfootprint
Improveefficiency
ReduceCAPEX andOPEX costs
Improvereliability,security,andperformance
Developstandardsandspecificationsbasedonindustrybestpractices
Developcompliancetostandards
requirements Evaluateprocessesandprocedures
Validationofprograms
ProjectProcess
Vision
Objective
Scope
SpecificationAdoption
Enforcement
Validation
6
Copyright2013byRBCG,LLCAllrightsreserved
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1/30/20
KeyObjectives
Reduceengineeringtimeandconfusion
Developcrosscompatiblestandards
Addresssystemdesignbestpractices
Addressinteroperability andconnectivity
Definespecificationguidance
Establishbasicintegrationrequirements
Definerolesandresponsibilities
Ensurecompliancetorequirements
Streamlinesystem
engineering
PrinciplesofSmartSystemDesignandSpecification
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DumbBuilding
NoConnectivity
NoIntegration
NoCommunication
NoControl
HigherCosttoOperate
HigherCosttoMaintain
LessEnergyEfficient
DumbSystems
9
SmartIntegratedSystems
BestPracticesBasedontheSmartBuildingsInstituteRecommendations:
FullConnectivityCommunications
GoodIntegration NoSystemSilos
InteroperableControlNetwork
CommonSystemArchitectureWiring
BasedonOpenSystemsStandards
Facility
Operations
User
Displays,
Dashboards CentralManagement,DataCollection,UserInterface
AnalyticsTools,FDD(FaultDetection/Diagnostics)
EnterpriseITConnectivity,Security,Reliability
http://www.smartbuildingsinstitute.org/
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Terms
DDC DirectDigitalControl thehardware
BAS BuildingAutomationSystem networkedhardwarecontrollers
BMS BuildingManagementSystem softwareforfacilitymanagers
EMS EnterpriseManagementSystem userinterfaceforcampus,cityfacilitymanagers(morethanonebuilding)
EEMS/EIMS EnterpriseEnergyManagement/InformationSystem userinterfaceformonitoring
and
controlling
alarge
facilities
energy
and
controlsystems
TheKey:Interoperabilityand
Integration Systemsandsubsystemsaremoreeffective
andefficientiftheycanworktogether
WorkTogethercanhavemanydiffering
connotations;wemeaninteroperate
Ownersgainvalueinchoices,competition,
andflexibility
Butdontwanttoreplace,theywantto
integrate MakeMyStuffWorkTogether
Defineacommondataandcommunications
model
Repeatable,scalable,andbasedonindustry
standards
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DefinitionInteroperability
Interoperability theabilityofadevicetooperateonanetworkinaconsistentmannerwithasimilarlikedevice,sharingacommondefinedsetofinformationbutarenotexactlyidenticalnoraretheyplugandplayinterchangeable.
Not
the
same
as:
Interchangeable,
Compatible,PlugnPlay,Compliant,etc.
Copyright2013byRBCG,LLCAllrightsreserved
SmartSystems
KeyPerformanceIndicators
Abilitytonetwork
(systemandsubsystem)
Abilitytosee
information(visualizerealtime)
Abilitytocollect
information(historical)
Abilitytoprocess
information(analyze)
Abilitytomake
decisions(report)
Abilitytocompare(baseline
evaluations)
Abilityto
validate
overtime
(trend)
Abilitytocontrol
(takeaction)
Copyright2013byRBCG,LLCAllrightsreserved
8/10/2019 AHR2014_SpecDev
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1/30/20
TheBigPicture
Enterprise
Applications
Smart Metering Smart BuildingsSmart GridSmart Lighting
Smart Access Control Smart Elevators
Smart Renewables
Any TCP/IP netw ork
15
TheScope:EnergyandControl
AHolistic
Approach
Systems
Site
EnterpriseGUIUSERAPPS
Alarms,Reports,Control,Monitoring,LoadShed,DemandLimiting,FinancialPerformance
Utility
Demand
Response
IndoorFacility
HVAC Lights
Outdoor
Facility
Parking
Pathway
Street
Lighting
Energy
Metering
SubBilling
16
Copyright2013byRBCG,LLCAllrightsreserved
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TheMultiTierModelforAutomationSystems
ModelObjective
Providecheckandbalanceofresponsibilities
ReducevendorLockin Encouragefaircompetitivebidding
Provideoptionsforlongtermservice
Improveprojectimplementationandcommissioningtime
Reducechangeorders,hiddencosts
Clearlydefine
areas
of
responsibility
for
contractors,vendors,andowner
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3TierArchitecture
BuildingDataAbstraction
Tier1Enterprise/Site
Connectivity
Tier2 BuildingInfrastructure
Connectivity
Tier3
DeviceLevel:Sensors
ActuatorsControllers
Copyright2012byRBCG,LLCAllrights
reserved 19
Tier1
EnterpriseConnectivity
BuildingD
ataAbstraction
Tier1 EnterpriseConnectivity
MasterSystemIntegratorITandEnergyManager
Analytics
Reporting
DemandResponse
DataMining
Visualization
Servers,ITSecurity,Firewalls,IPConnectivity
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Tier2 BuildingInfrastructure
Building
DataAbstraction
Tier2
BuildingInfrastructure
Communications
ControlNetwork
LocalDisplayPanel
BAStoBMStoEMS
NetworkConnectivity
Routers/Gateways
Media(Wired,Wireless,PLC,Fiber)
SystemIntegratorControlsContractor
Tier3
DDC Devicesand
Equipment
BuildingD
ataAbstraction
Tier3
DDC Devices
HVACEquipment
LightingFixtures
Meters
Sensors
Actuators
VendorSupplied
Mechanicalor
Electrical
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3TierSystemArchitecture
IP852Routeror
XMLServeror
WebServerTier2
LONDevice Control Network
StandardNetworkVariables
ExchangedBetweenDevices
andtoPC,Web,RemoteAccess
Tier3
DevicesSensors/ActuatorsStandard420mA,
010VDC, relaywiring
Equipment
LAN
RemoteAccess
EmailandTXTAlarms
BrowserBasedMonitoring
andControl
SmartPhones,TabletAccess
GraphicalUserInterface
NetworkTools
Diagnostics
WebInterface
Tier1WANEnterprise Internet/VPN
EnterpriseApplications
BuildingOperationsCenter
Call/DispatchCenter
Reporting/Scheduling
EnergyAnalytics,Dashboards,Kiosks
Firewall
ITSwitchLNS
Database
DashboardInterface
NetworkTools
Diagnostics
WebInterface
Site IP/Ethernet Network
ITConnectionto
Internet
SpecificationCompliance
Specificationlanguagewithrequirements
Validationandenforcementrequirements
definedforvendorsandintegrators
Enablecompetitivebidatmultiplelevelsof
thesystem
Ensuremultiple
sources
of
certified
products
Provideaninteroperablecommunication
infrastructure
24
Copyright2013byRBCG,LLCAllrightsreserved
8/10/2019 AHR2014_SpecDev
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KeyEffortsforOpenSystemDesign
StandardCommunicationPlatform ISO14908(LON)
CommonDeviceProfiles LONMARK
CommonStandardDataTypes SNVTS(LONMARK)
StandardNetworkManagementPlatform LNS
3TierArchitectureModelforContracting
FacilityMasterSystemsIntegrator/ControlsContractor
ClearDefinitionofResponsibilities
DefineinSpecifications
EnsureVendor
Compliance
and
Feedback
VendorEquipment
Requirements
Allequipmentandcontrollersmustbe
LonMarkCertifiedtotheLONstandardsfor
interoperability
Mustfollowstandardprofiledefinitionsand
documenttheirinterface
Providefullproductintegrationinformation
Providerequiredtraininganddocumentation
Adhereto
the
standards
for
wiring,
termination,connectivity,environmental
conditions,safetyrequirementsandmore
Testandverifyallnetworkintegrationisin
compliance26
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MasterSystemIntegration
Responsibilities BuildingAutomationSystemPanelIntegration
Design,Maintain,andSupplyBMSPanels
BuildingManagementSystem Userinterface
Commondashboardlookandfeel Databasemanagementandmaintenance
BMSsoftwareintegration, programming,andtools Operationaltraining,documentation, support,service
IntegrateTier3equipmentintoBMS HVAC,Lighting,Fire,Gas,Energy,etc Overseeequipmentsuppliercompliancetostandard
Coordinate
sub
contractor
responsibilities,
submittals,
documentation,training,etc
27
TheComponents
of
aGood
Spec
Text
DefineScopeandIntent
DefineFunctionality
Drawings(andasbuilts)
Theseareseparate,butimportant
Callouts
Providebackupdetailssothereisnoconfusion
PointsList
Detailedhard
points,
trend
points,
alarm
points
etc.
Minimizemisunderstandingsanddiscrepancies
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SpecificationSections
Tier1 IPNetwork,Servers,Backups,UserInterfaces,Dashboards,
Kiosks,Apps,Databases,Firewalls,Security,WebInterfaces,Integration, Validation,Analytics,Diagnostics,Trends,DataStorageandAccess,
Tier2 Infrastructure,CommunicationProtocol(s),Routers,Hubs,
Switches,Gateways,Interfaces,Wiring,Repeaters,Panels,LocalUI,ProtocolAnalysis
Tier3 Devices,Controllers,Sensors,Actuators,Equipment,Sequences,
Commissioning,FunctionalTesting,Environmentals, Range,Resolution,
Accuracy,
Codes,
UL
Testing,
etc.
ASHRAEGUIDESPEC SCOPE
Thisguidelineprovidesguidanceforspecifyingthefollowingaspectsofabuildingautomationsystem: BASs HVACequipmentcontrol,monitoring,andmanagementfunctions
directdigitalcontrolhardwareperformanceandinstallation
Systemtraining
Systemarchitecture
Input/outputstructure
Communication
Programconfiguration
Systemtesting
Documentation
Integrationwith
other
building
systems
such
as
lighting,
fire
and
life
safety,
security,andfactoryinstalledequipmentcontrols
Integrationwithotherenterpriselevelapplications,suchasfacilitymanagement,preventivemaintenance,orenergymanagementsystems.
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ProjectTeams
TheProject
Team
Owner Setsdirection,vision,intention
ConsultingEngineer SystemDesign,Documentation
Architect Design,Look,Feel,Structure
ProjectManager Coordination,SolutionSourcing,VendorCoordination
Consultants Domainexpertise,technologyimplementationandproblemsolving,validation,compliance,owneradvocate
Vendors Solution
providers,
components
SystemIntegrators Thegluetoconnect,UserInterfaces,Coordination,Commissioning
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Commo
nDefinitionofData
Tier1
ITandMasterIntegrator
IT/IPNetwork,UserInterface,Dashboards,Servers,
CommandCenter
Tier2
MasterIntegratorandControls Contractor
FieldInfrastructure
Gateways,Interfaces,PanelsNetwork,Repeaters,Routers,
Tier3
EquipmentSuppliers/Installers
NetworkedControllers,
Equipment,Sensors,
Actuators
33
InterconnectionChallenge:Whodoeswhat?
ProjectIntegration
Responsibilities
EquipmentInstallationContractor HiredbyMechanical/ElectricalContractor
Equipmentinstallation DDC equipment
Onlyseeshisscope Limitedornointegration
SystemIntegrator/Controls Contractor Performsandormanagesworkrelatedtosinglebuildingsystems BAS
Somesystemintegrationcapabilities
MasterSystemIntegrator Managestheworkatthenetworklevelandhigher BMS/EMS/EEMS
ActsastheownerreptomanagetheSystemIntegratorswork
Longtermagreement
AppliestolargerMultiBuildingsystems,longertermprojects
Allowsforeasiermanagementofmultiplevendors
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The engineer specifies functionality,
not features.
Do not get caught up in bells and whistles;
specify a system that meets the requirements
and is in the best interest of the both the
building and the end-user today and into the
future.
SpecifyingOpenSystems
TheCost
of
aProprietary
Environment
Singlesourceproductscanadd25%to50%
abovecompetitivemarketprice
Source:Robert
Blakey,
Strategic
Equity
Associates
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UnbundlingisKey!
UnbundletheHMI and
controlsystemsothatthey
areindependently
supportable
Unbundleaccessibilityto
theproducts
Unbundlethedistribution
ofapplicationknowledge
andsoftwaretools
Create
Facility
Standards
forimplementation
BAS/BMS/EMSComponent
Review
DeviceLevelControllers Devicelevelprogrammingtools
Devicelevelnetwork
Wiring
NetworkDevices Networkmedia
Networktools
Routers,Repeaters,Switches,Hubs,Panels
FrontEnd Graphicaltools
Graphicaldisplays
Servers,Firewalls,UPS
Software,Databases,UIs
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WhatDoBuildingTechnologySystemsHaveIn
Common?
NetworkCabling
CablePathways
CommunicationsProtocolsorRules
SystemDatabases
SystemAdministrationandManagementWorkstations
Power
EquipmentRoomSpace
WebAccess
Labor
DataNetwork
StructuredCable
GroundingSystem
VoIP
UPSSystems
VideoDistributionSystem
AudioVisualSystems
AccessControlSystems
VideoSurveillanceSystem
IntrusionDetectionsSystem
WirelessSystems
HVACMan.
ControlSystem
ElectricPowerMan.
ControlSys
LightingControlSystem
FireAlarmSystems
ElevatorSystemsControls
FacilityManagementSystem
IntegrationofBusinessSystem
DataNetwork
StructuredCable
GroundingSystem
VoIP
UPS Systems
VideoDistributionSystem
AudioVisualSystems
AccessControlSystems
VideoSurveillanceSystem
Intrusion
Detections
SystemWirelessSystems
HVACManagementControlSystems
ElectricPowerManagementControlSystems
ProgrammableLightingControlSystems
Fire AlarmSystems
ElevatorSystemsControls
FacilityManagementSystem
IntegrationofBusinessSystems
SystemsIntegrationMatrix
Source: SmartBuildingsInstituteAllrightsreserved
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GSAMetrics
Integratedvs.
Traditional
56%lessinfirstcost
32%lessinannualcosts
82%lessinannualmaintenance
10%lessinutilitycosts
24%lessNPV(10yearsat9%) ContinentalAutomatedBuildingAssociation,April2004
16%lessforcablingcosts
44%less
in
cabling
labor
hours
39%lesscablingMACs(over5years)
Systimax,March2004
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Returns
Foreverydollarinvestedin2003,approximately$4.50isreturned. Thisequatestoanadjustedinternalrateofreturnofapproximately20%peryear.
$0.16PSFannualenergysavings
$0.15PSFannualmaintenancesavings
$0.05PSFannualrepair&replacement
$0.39PSFannualoccupantproductivity
NationalInstituteofStandardsandTechnology
CAPEXSavings
2540%inCABLING2540%oflaborcost,1220%oftheoverallcostof
thecableinstallation.
>15%inCABLEPATHWAYSPotentialcostsavingsrangingfrom15%toas
highas60%.
30%inPROJECTMANAGEMENTApproximately30%oftheproject
managementforthesystemsiseliminatedbyconsolidatingthesystems
andcableinstallation.
EQUIPMENTIntegrationofthesystemsresultsinlesshardware,less
spaceandreductionsinsoftwarelicenses.
TRAINING
Standardbrowser
and
GUI
interfaces.
Less
training
of
personnelonsystemmanagementtoolsandplatforms
SCHEDULECOMPRESSIONANDTIMETOCOMMISSIONIntegrated
systemstakelesstimetoinstall,lesstimetoconfigure.
POWER Potentialpowerandcoolingreduction
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OPEX
15%inSERVICECONTRACTS
savewithopensystemsversus
proprietarysystems
20%inADDITIONS&
REMODELLING savings
relatedtostructuredcable
infrastructure.
15%PREVENTATIVE&
PREDICITIVE MAINTNENACE
SYSTEM Savingsofequipment
inextending
lifecycles.
30%Labor savings
LIFECYCLECOSTSOF SYSTEMS
$0
$5
$10
$15
$20
$25
$30
$35
$40
$45
YEAR
Millions
Traditional Systems
Integrated Systems
Source:CABA LifecycleReport
CAPEXCostsCBTGIndependentStudy
8floors,13,500sq.m
24.2%integratedsavings
inCAPEX
4.5%savingsonwhole
buildingproject
30yearlifecyclecost=90
PSM traditionalvs.57
PSM integrated
CAPEX Integrated Traditional
BMS 262,229 641,168
Inverters 67,320
Lighting
Control
60,000 90,000
Life/Voice 182,437 282,744
CCTV 51,100 65,000
Access 43,284 75,000
Cabling 318,000 253,000Network
S.I. PM
60,000
Total 1,066,370 1,406,912
Source:ConvergedBuildingTechnologiesGroup InBritishPounds
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OtherBenefits
Consolidatedequipmentsavesspace
Openstandardsmeansmoreflexibilitywithproductandvendors
Proactivemanagementmeanslessservicecallsandworkordersandhigherstaffproductivity
Integrationwithbusinesssystemsallowsforrealtimemetricsandforecasts
Decrease/eliminatetenantrecabling
Ownerinputregardingtheuserinterfacesiscritical
Soonertheygetinvolvedthebetter.
Manydisparategroups
Ifyoubringtheclientintoolateintheprocessyouriskalienatingthem
Needtoclearlylayouttherevisionprocessatthestart.
Ownerunable
or
unwilling
to
participate;givethemachoicebetweendifferentversionsofGUI
EarlyOwnerInvolvementisKeyto
Success
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SpecificationExamples
ASHRAESGPC
13
BAS
Guidespec
Includes: 3TierArchitecture EMS,BMS,BAS
DefinesFMSI,Controls,andEquipmentRequirements
DefinesITtoBMSIntegration
DefinesGUIRequirements
DefinesContractorQualifications,Deliverables,Submittals
ReducesConfusion,ChangeOrders,NoninteroperableSolutions,SoleSourceBidding, ProprietarySolutions
DefinesLegacySystemIntegration, Upgrade,orReplaceCriteria
ProtocolNeutral
DraftPublicReviewDueinMarch2014
FinalJune2014(tentative)
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Basewide A NSI 709.1B over IP Network (EIA-852) >=100Mbps
BPOCRouter
RT R
RT R
RT R
RTR/
RPTR
More devicesand/or
subnetsRT R
More devices.
No more RTRs or RPTRs
RT R
More devices.No more RTRs
or RPTRs
ANSI709.1
Bover
TP/FT-10(IAWA
NSI709.3
)
BPOCGateway
non-ANSI 709.1legacy system
One or m ore workstat ion running: -GUI Clients
-Network Management Tool Clients -Web Clients (optional)
One or more servers running: -LNS Server -Network Management Tool
-Graphical User Interface (GUI) -Monitoring and Control Software -Web Server (optional)
RTR=RouterBPOC=Bui ld ing Point Of Connect ionRPTR=RepeaterCircle = nod e (ANSI-709.1 devi ce)
UFGS-13801
UFGS-15951
TheUSArmyCorpsSpecification
GLOBAL
TCP/IP Network
LocalEthernet
Located in equipment room
LNS DB
LonMaker (running locally)
IIS with custom bridge to LNS
Local access to web
pages from any PC on
building network served
from either IIS or the
local i.LON 100
Located at central office
LonMaker used as a remote
LNS client
Located at central office
Remote access to web pages
served from either IIS or thelocal i.LON 100
Future Expansion
Based on SOAP, XML, and other
standards based based protocols.i.LON600
Building Router
i.LON600
i.LON100
Building Web/XML Interface
ApplicationsSuccess
Ensuring
Openness
i.LON600
System Architecture
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CityofSanJose
SuncorSystem
Overview
54
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BestPractices
Developamasterplanbasedonthevision
CreateaScopeDocument basedonthe
objectives
Assembletheprojectteam
Createcorespecsforeachsystem
FollowtheOpenSystemModel
Ensurevendorcompliance
Validateprogram
ThankYou
RonBernsteinPresident,RBCG,LLC
ChiefAmbassador,LonMarkInternational
Director,SmartBuildingsInstitute
www.rbcg.com
www.smartbuildingsinstitute.org
www.lonmark.org
(858)7569923