SECTION 17000 INSTRUMENTATION GENERAL PROVISIONSmatousconstruction.com/media/1113/division-17.pdf · SECTION 17000 . INSTRUMENTATION GENERAL PROVISIONS . ... 5. S20 - Specification

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INSTRUMETNATION GENERAL PROVISIONS C:\Users\dfournier\Desktop\For 0933-003-04\Division 17\17000 INSTRUMENTATION GENERATOR PROVISIONS.docx

SECTION 17000 INSTRUMENTATION GENERAL PROVISIONS

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and Division 1 Specification Sections, apply to this Section.

1.2 SUMMARY

A. Work Scope: Provide engineering, furnishing, installing, PLC programming, calibrating, adjusting, testing, documenting, starting up, training, and all related activities required for a complete Control System (CS) for the Project.

B. Section Includes: 1. Process computer system, including hardware, software, printers, monitors, and

related equipment. 2. Field instruments, for monitoring flow, pressure, temperature, level, and other process

parameters. 3. Instrument Accessories. 4. Human Machine Interface (HMI), along with the software requirements 5. Industrial Ethernet System, along with wireless system. 6. Instrument panels, includes field panels (FP) and local control panels (LCP). 7. Local Area Network (LAN) equipment and requirements. 8. Process analyzers, such as turbidity, pH, alkalinity, hydrogen sulfide, and other

process variable. 9. Process control valves. 10. Program Logic Controllers (PLC), the programming and network requirements. 11. Uninterruptible Power Supply (UPS) and battery packs. 12. Cables, fiber optical, wiring, and related equipment. 13. Instrumentation Commissioning. 14. Training of OWNERS personnel. 15. Field testing, startup, and placing the process instrumentation and control system into

service.

C. Related Sections: 1. Section 17200 Top-End Equipment Requirements for the control system computers,

printers, monitors and related physical components. 2. Section 17300 Programmable Logic Controllers (PLC) Requirements for PLC

hardware and related equipment. 3. Division 17 Section 17400 Instrument Panels provides requirements for the field and

local control panels. 4. Division 17 Section 17530 Instrumentation Accessories provides requirements for

the instrumentation accessories to support the field instruments.

1.3 REFERENCES AND DEFINITIONS

A. References: In case of conflict between the requirements of this Section and those of the listed standards, the requirements of this section shall prevail.

B. ASTM International, Inc. (ASTM): 1. A 36 - Specification for Carbon Structural Steel 2. A 182 Specification for Forged or Rolled Alloy and Stainless Steel Pipe Flanges,

Forged Fittings, and Valves and Parts for High-Temperature Service 3. A 269 Specification for Seamless and Welded Austenitic Stainless Steel Tubing for

General Service 4. A 276 Specification for Stainless Steel Bars and Shapes 5. A 312 Specification for Seamless, Welded, and Heavily Cold Worked Austenitic

Stainless Steel Pipes 6. B 32 Specification for Solder Metal

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7. B 68 Specification for Seamless Copper Tube, Bright Annealed 8. B 88 Specification for Seamless Copper Water Tube 9. D 1047 Specification for Poly(Vinyl Chloride) Jacket for Wire and Cable

C. American National Standards Institute (ANSI): 1. Supplement to C37.90, Relays and Relay Systems Associated with Electric Power

Apparatus (IEEE Std. 313), C37.90a.

D. American Petroleum Institute (API): 1. RP 520 - Recommended Practices for the Design and Installation of Pressure-

Relieving Systems in Refineries. 2. RP 550 Manual on Installation of Refinery Instruments and Control Systems.

E. Instrument Society of America (ISA): 1. S5.1 Instrument Symbols and Identification 2. S5.4 Instrument Loop Diagrams 3. S7.3 Quality Standards for Instrument Air 4. S8.1 Instrument Enclosures for Industrial Environments 5. S20 - Specification Forms for Process Measurement and Control Instrumentation,

Primary Elements, and Control Valves 6. S39.1 Control Valve Sizing Equations 7. S39.2 Control Valve Capacity Test Procedures 8. S50.1 - Compatibility of Analog Signals for Electronic Industrial Process Instruments 9. S51.1 - Process Instrumentation Terminology 10. RP 3.1 Flow Meter Installations, Seal and Condensate Chambers 11. RP 7.1 Pneumatic Control Circuit Pressure Test 12. RP12.6 Installation of Intrinsically Safe Systems for Hazardous )Classified)

Locations 13. RP 20.1, 20.2 Specification Forms for Instruments

F. National Electrical Manufacturers Association (NEMA): 1. 250 Enclosures for Electrical Equipment (1,000 Volts Maximum) 2. ICS 1 General Standards for Industrial Control and Systems

G. Definitions: The definitions of terminology used in the Division 17 specifications or in any Section referencing Division 17, shall be as defined in ISA Standard S51.1, unless otherwise specified. Where terms used are not defined in ISA 51.1, or in these specifications, ANSI/IEEE Standard 100-1984, ANSI/ISA S50.1 or other ISA standards shall apply. 1. Analog Device: Any sensor, transmitter, indicator, recorder, controller, computing

relay, or control valve which transmits or receives an analog signal. Excludes the portion of a digital system or I/O subsystems.

2. Concealed Accessible: Out of general sight, but can easily reached by removing panels or access doors.

3. Concealed Inaccessible: Out of general sight and cannot be easily reached except by removing a permanent part of the building or using special tools.

4. Control Circuit: Any circuit operating at 24 volts AC or DC or more, whose principal purpose is the conveyance of information and not the conveyance of energy for the operation of an electrically powered device.

5. Control Room: An environmentally controlled room intended for housing digital control equipment, computers, large control panels, etc., and generally intended to be regularly occupied by operators.

6. Data Sheets: Data sheets as used in this specification shall comply with the requirements of ISA S20 as modified.

7. Device: An electronic or mechanical apparatus designed to perform a specific measurement of control function.

8. Electrical Isolation: a. Pertaining to an electrical node having no direct current path to another

electrical node. As used in this specification, electrical isolation refers to a device with electrical inputs and/or outputs which are galvanically isolated from ground, the device case, the process fluid, and any separate power supply terminals, but such inputs and/or outputs are capable of being externally

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grounded without affecting the characteristics of the device or providing a path for circulation of ground currents.

b. The terms "galvanic isolation," "electrical isolation", "isolation", or similar terms shall mean electrical isolation whenever used in Division 17, or whenever used in specifications for electrical control and instrumentation equipment in any other Divisions of these contract documents.

c. Unless otherwise specified, electrical isolation for analog signal devices shall be rated 250 volts AC continuous; and 1500 volts AC for one minute, in accordance with ANSI/IEEE C39.5.

9. Equipment: Machinery used in a process, e.g., pumps, mixers, fans, etc. 10. Exposed: Open to general view without removing panels, access doors, or a

permanent part of the building. 11. Field: When used to refer to locations at the treatment facility, or in the transmission

system, shall mean all outdoor locations, as well as all process and equipment areas. Unless otherwise specified, all areas shall be considered "field" locations except for administration and other office areas; control rooms; motor control centers and other electrical equipment rooms; dedicated HVAC rooms; and maintenance buildings.

12. Field Termination Point: Termination of a run of raceway from an instrument panel to the vicinity of a field instrument.

13. HMI: Human-Machine-Interface. The control system hardware and software associated with providing the CRT-based interface between system users and the control system.

14. Loop: Any combination of interconnected transmitters, receivers, switches, alarms, indicators, controllers, computers, or final control elements.

15. LPU: Local Processing Unit. Generic name of a panel that contains a PLC or RTU, and any necessary support devices for the operation of the panel.

16. Operating Accuracy: Conformity of indicated value to accepted standard value or true value throughout specified operating conditions with a confidence level of 95 percent includes, but is not limited to, hysteresis, linearity, and operating influence of temperature, pressure, supply voltage, and transmitter power supply. Operating accuracy for loop is defined as root-mean-square (RMS) of individual device operation accuracies.

17. Panel: An instrument support system which may be a flat surface, a partial enclosure, or a complete enclosure for instruments and other devices used in process control systems. Unless otherwise specified, the term panel shall be interpreted as a general term which includes flat panels, enclosures, cabinets, and consoles.

18. CS: Control System. 19. CSI: Control System Inegrator 20. PLC: Programmable Logic Controller. Field installed unit which monitors and controls

devices located within the plant. The PLCs contain all logic necessary to monitor and control the system process located at the PLC location.

21. Power Circuit: Any circuit operating at 12 volts (AC or DC) or more, whose principal purpose is the conveyance of energy for the operation of an electrically powered device.

22. Process: A progressively continuing operation that consists of a series of controlled actions systemically directed toward a particular result, e.g., a process to mix, filter, heat, and/or cool air to a particular condition.

23. Response: The results of the act, or process of measuring the time difference between the time of a change in an input signal or a measured variable, and the time when the output, display, and final control element in the loop has changed to at least 60 percent of the change which should result from the input change.

24. RTU: Remote Terminal Unit. Field installed unit which monitors and controls devices, located away from the plant at remote locations. The RTUs contain all logic necessary to monitor and control the system process located at the remote location.

25. Rising/Falling: Terms used to define actions of discrete devices about their set points. a. Rising: Contacts close when an increasing process variable rises through the

set point. b. Falling: Contacts close when a decreasing process variable falls through set

point. 26. Signal Circuit: Any circuit operating at less than 80 volts AC or DC.

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27. Signal types: a. Analog Signals, Current Type:

1) 4 to 20 mA dc signals conforming to ISA S50.1. 2) Unless otherwise indicated for specific CS Subsystem components, use

the following ISA S50.1 options: a) Transmitter Type: Number 2, two-wire. b) Transmitter Load Resistance Capacity: Class L. c) Fully isolated transmitters and receivers.

b. Analog Signals, Voltage Type: 1 to 5 volts dc within panels where a common high precision dropping resistor is used.

c. Discrete signals, two-state logic signals using dc or 120V ac sources as indicated.

d. Pulse Frequency Signals: 1) Direct current pulses whose repetition rate is linearly proportional to

process variable. 2) Pulses generated by contact closures or solid state switches as

indicated. 3) Power source less than 30V dc.

28. Special Signals: Other types of signals used to transmit analog and digital information between field elements, transmitters, receivers, controllers, and digital devices.

29. Subsystem: A discrete subdivision of a system and an assemblage of parts, devices, or software modules designed to perform one or more of the specific tasks required for the system to accomplish its functions.

30. System: As assemblage of sometimes diverse parts, devices, or software modules serving a common set of measurement and control functions.

31. SCADA: Supervisory Control and Data Acquisition Panel: An instrument support system which may be a flat surface, a partial enclosure, or a complete enclosure for instruments and other devices used in process control systems. Unless otherwise specified or clearly indicated by the context, the term "panel" in these contract documents shall be interpreted as a general term which includes flat panels, enclosures, cabinets and consoles.

32. Time Resolution: The result of the act or process of rendering distinguishable events occurring at nearly the same time.

33. Two-Wire Transmitter: a. A transmitter which derives its operating power supply from the signal

transmission circuit and therefore requires no separate power supply connections.

b. As used in this specification, two-wire transmitter refers to a transmitter which provides a 4 to 20 milliampere current regulation of signal in a series circuit with an external 24 volt direct current driving potential and a maximum external circuit resistance of 600 ohms.

34. Unit: Any combination of equipment items interconnected in a predetermined manner, performing one or more controlled actions toward a particular result. A discrete subdivision of a process.

35. Division 17 Work: Whenever the terms "Division 17 work", "specified under Division 17" or "provided under Division 17" are used, they shall be interpreted as referring to all materials, labor, products, services, systems, etc., specified in Sections 17000 through 17999, inclusive, unless equipment shown or specified is clearly labeled as being provided under other parts of the contract.

1.4 SUBMITTALS

A. General Requirements: 1. Submittals shall be made in accordance with the requirements of this Section, the

requirements of individual Division 17 Sections, and in accordance with Section 01300 Project Documentation.

2. Each submittal shall be complete, with all required information provided together at one time, and submitted in a sequence which provides the required information necessary for checking and approving a particular document at the time of the submittal.

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3. Submittal Categories: Project submittals are divided into the following general categories: a. Design Submittals: Includes product data, shop drawings b. System Documentation Submittals: Includes operation and maintenance data,

software manuals, and record documents. c. Testing Submittals: Includes requirements for system test plan, test

procedures, and test reports. d. Training Submittals.

B. Product Data: 1. Catalog Cuts: Instrument and control components, electrical devices, and mechanical

devices: a. Catalog information, mark to identify proposed items and optional product

features. b. Descriptive literature. c. External power and signal connections. d. Scaled drawings showing exterior dimensions and locations of electrical and

mechanical interfaces. e. Test reports.

2. Component Data Sheets: Data sheets for instrument and control components. a. Format and Level of Detail: In accordance with ISA S20. b. Isolate component type identification type identification code and tag number

on data sheet. c. Specific features and configuration data for each component:

1) Location or service. 2) Manufacturer and complete model number. 3) Size and scale range. 4) Set points. 5) Materials of construction. 6) Options included. 7) Name, address, and telephone number of manufacturers local office,

representative, distributor, or service facility. 3. Sizing and Selection Calculations:

a. Primary Elements: Complete calculations plus process data used. Example, for flow elements, minimum and maximum values, permanent head loss, and assumptions made.

b. Controlling, Computing and Function Generating Modules: Actual scaling factors with units and how they were computed.

C. Shop Drawings: 1. General Requirements:

a. Shop drawings, full-scaled details, wiring diagrams, catalog cuts, and descriptive literature.

b. Identify proposed items and options. Identify installed spares and other provisions for future work (e.g., reserved panel space; unused components, wiring, and terminals).

c. Legend and Abbreviations Lists: Complete definition of symbols and abbreviations used on this Project (e.g., engineering units, flow streams, instruments, structures, and other process items used in nameplates, legends, and data sheets).

2. Bill of Materials: List of required equipment. a. Group equipment items by enclosure and field, and within an enclosure, as

follows: 1) Instrument and Control Components: By composite identification code. 2) Other Equipment: By equipment type.

b. Data Included: 1) Equipment tag number. 2) Description. 3) Manufacturer, complete model number, and all options not defined by

model number. 4) Quantity supplied.

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5) Component identification code where applicable. 3. Panel Construction Drawings:

a. Scale Drawings: Show dimensions and location of panel mounted devices, doors, louvers, subpanels, internal and external, and ventilation requirements.

b. Panel Legend: List front of panel devices by tag numbers, nameplate inscriptions, service legends, and annunciator inscriptions.

c. Bill of Materials: List devices mounted within panel that is not listed in panel legend. Include tag number, description, manufacturer, and model number.

d. Construction Details: NEMA rating, materials, material thickness, structural stiffeners and brackets, lifting lugs, mounting brackets and tabs, door hinges and latches, and welding and other connection callouts and details.

e. Construction Notes: Finishes, wire color schemes, wire ratings, wire and terminal block numbering and labeling scheme.

4. Panel Control Diagrams: For discrete control and power circuits. a. Diagram Type: Ladder diagrams. Include devices, related to discrete functions,

which are mounted in or on the panel and that require electrical connections. Show unique rung numbers on left side of each rung.

b. Item Identification: Identify each item with attributes listed. 1) Wires: Wire number and color. Cable number, if part of multi-conductor

cable. Wire label designations on each end of a single wire shall be the same.

2) Terminals: Location (enclosure number, terminal junction box number, or MCC number), terminal strip number, and terminal block number.

3) Provide all jumpers, shielding, and grounding details. 4) Discrete Components:

a) Tag number, terminal numbers, and location (FIELD, enclosure number, or MCC number).

b) Switching action (open or close on rising or falling process variable), set point value and units, and process variable description (e.g. Wet Well Level High).

5) Relay Coils: a) Tag number and its function. b) On right side of run where coil is located, list contact location by

ladder number and sheet number. Underline normally closed contacts.

6) Relay Contacts: Coil tag number, function, and coil location (ladder rung number and sheet number).

c. Show each circuit individually. No typical diagrams or typical wire lists will be permitted.

d. Ground wires, surge protectors, and connections. e. Circuit Names: Show names corresponding to Circuit and Raceway Schedule

for circuits entering and leaving a panel. 5. Panel Wiring Diagrams: Show point-to-point and terminal-to terminal wiring within

panel. 6. Loop Diagrams: Individual wiring diagram for each analog or pulse frequency loop.

a. Conform to the minimum requirements of ISA S5.4. b. Provide information listed ISA S5.4, paragraph 5.3, subparagraphs 2 and 6. c. Drawing Size: Individual 11-inch by 17-inch sheet for each loop. d. Divide loop diagram into areas for panel face, back-of-panel, and field. e. Show the following:

1) Terminal numbers, location of dc power supply, and location of common dropping resistors.

2) Switching contacts in analog loops and output contacts of analog devices. Reference specific control diagrams where functions of these contacts are shown.

3) Tabular summary on each diagram: a) Transmitting Instruments: Output capability. b) Receiving Instruments: Input impedance. c) Loop Wiring Impedance: Estimate based on wire sizes and lengths

shown.

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d) Total loop impedance. e) Reserve output capacity.

4) Circuit and raceway schedule names. 7. Interconnecting Wiring Diagrams:

a. Diagrams, device designations, and symbols in accordance with NEMA ICS 1. b. Diagrams show bear Electrical Subcontractor signature attesting diagrams

have been coordinated with electrical drawings. c. Show the following:

1) Electrical connections between equipment, consoles, panels, terminal junction boxes, and field mounted instruments.

2) Component and panel terminal board identification numbers and external wire and cable numbers.

3) Circuit names matching Circuit and Raceway Schedule. 4) Intermediate terminations between field elements and panels to terminal

junction boxes and pull boxes. 5) Pull boxes.

8. Installation Requirements: a. Installation drawings shall show installation arrangements for all provided

equipment, mounting and anchoring details, conduit entries into cabinets, and Control System electrical power supply distribution conduit and wiring. Data sheets and/or catalog cuts for mounting devices, anchors, wire and other incidental installation materials shall be included.

b. Include modifications or further details required to adequately define installation of Instrument and Control components.

c. Interface Cables: 1) Provide for review interface cable pin-out/cable makeup diagrams. This

includes all network cables, radio to LPU/LPU cables, computer to LPU cables and printer cables.

2) All cables shall either be standard cables from the manufacturer or custom-made, without the use of gender changers, 9-25 pin converters, null modem adapters, etc.

D. Information Submittals: 1. Factory functional and performance test reports and logs. 2. Manufacturers Certification of Compliance. 3. Source quality-control reports. 4. Special shipping, storage and protection, and handling instructions. 5. Manufacturers instructions for installation. 6. Manufacturers Certificate of Proper Installation. 7. Qualification Data: For manufacturer, installer and manufacturer's representative. 8. Suggested spare parts list to maintain the equipment in service for a period of two

years. Include a list of special tools required for checking, testing, parts replacement, and maintenance with current pricing information.

9. List special tools, materials, and supplies furnished with equipment for use prior to and during startup and for future maintenance.

10. Warranties and service agreements. 11. Preinstallation conference minutes. 12. Field quality-control reports.

E. Operation and Maintenance Data: 1. In accordance with Division 1 Section 01782 Operation and Maintenance Data, and

as specified in this Section. 2. Preventive Maintenance Instructions:

a. Include all applicable visual examinations, hardware testing, and diagnostic hardware/software routines.

b. Instructions the loading and use of test and diagnostic programs and special or standard test equipment shall be an integral part of these procedures.

3. Corrective Maintenance Instructions a. Include guides for locating malfunctions down to the card-replacement level

with adequate details for quickly and efficiently locating the cause of an

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equipment malfunction, stating the probable source(s) of trouble, the symptoms, probable cause, and instructions for remedying the malfunction.

b. Guides shall explain how to use on-line test and diagnostic programs for all devices and any special test equipment, if applicable.

c. Corrective maintenance instructions shall include: 1) Explanations for the repair, adjustment, or replacement of all items,

including printed circuit cards. 2) Schematic diagrams of electrical, mechanical, and parts location,

illustrations, photographs, and sectional views providing details of mechanical assemblys equipment repair or replacement.

3) Include typical signal waveforms, logic levels, bit patterns, and related functions.

4) For mechanical items requiring field repair, information on tolerances, clearances, wear limits, and maximum bolt-down torques shall be supplied.

5) Information on the loading and use of special off-line diagnostic programs, tools, and test equipment, as well as any cautions or warnings which must be observed to protect personnel and equipment shall be included.

6) A list of test equipment and special tools required. 7) A list of all abbreviations and circuit symbols used. 8) Warranties, bonds and maintenance records, including proper

procedures in the event of failures and instances which might affect the validity of warranties, bonds, or contracts.

9) A parts catalog enumerating every part to the lowest of card replaceable components. The description shall include component symbol, description, ratings, accuracy, manufacturer's name and address, manufacturer's part number, commercial equivalents, and quantity per assembly or subassembly. The parts catalog shall identify the appropriate locations of the parts and shall group each component by assemblies or subassemblies within each subsystem so that each component can be identified as being part of the next larger assembly.

4. A list of recommended spare parts that includes all parts necessary to maintain and repair control system components. The list shall identify the specific part or model number, description, manufacturers name and address, commercial equivalents, unit price, lead time for delivery, and recommended quantity. The spare parts list shall indicate which components (by model and serial number) have been provided with the delivered system as part of the spares inventory.

F. Software and Firmware Operational Documentation: 1. Software operating and upgrade manuals.

a. Provide Original OEM Manuals in lieu of developing specific O&M Manuals b. Equipment, which does not have proper O&M Manuals, will require the

development of specific Manual. 2. Program Software Backup: On magnetic media or compact disk, complete with data

files. 3. Device address list. 4. Printout of software application and graphic screens.

G. CS Record Documentation: 1. Upon completion of the field testing, the CSI shall provide the CS Record Documents.

Documents, which have changed because of the engineering changes, contract changes, or error or omission, shall be updated and the revised documentation provided.

2. Provide as-built sets of: a. Source tapes, disk pack(s) or other storage media for all custom programs b. Loadable and executable object disk pack(s) of the software systems c. All previously delivered documents, with as-built updates d. OEM standard documentation.

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3. Information shall include the operating systems, programs necessary for the operation and maintenance of the CS, and the programs supplied by the CPU/Microprocessor manufacturers, such as assembler, loaders, editors, compilers and diagnostics.

4. The CS Record Documentation, in conjunction with other documentation specified elsewhere, shall be sufficient to allow the OWNER to reconfigure or make additions or deletions to the System without assistance from the Manufacturer.

H. CS Commissioning. 1. Provide CS Test Plan, procedures for system testing, and test reports in accordance

with Section 01600 Startup, Testing, Commissioning and Training and as specified in Part 3 of this Section.

2. Provide the Training Manuals and Plan, training course outline and lessons, and other information as required by Section 01600 Startup, Testing, Commissioning and Training and as specified in Part 3 of this Section.

1.5 QUALITY ASSURANCE

A. Control System Integrator (CSI) Qualifications: 1. Performs work required to select, furnish, configure, customize, debug, install,

connect, calibrate, and place into operation all hardware and software specified within this section and in other sections.

2. Manufacturer shall be a "systems house," regularly engaged in the design and the installation of CS for the municipal water or wastewater industry. A "systems house" shall be an organization that complies with all of the following criteria: a. Employs a registered professional Control Systems Engineer or Electrical

Engineer to supervise or perform the work required by this specification section. b. Employs personnel on this project who have successfully completed a

manufacturers training course on the configuration and implementation of the specific programmable controllers, computers and software proposed for this project.

c. Has performed work of similar or greater complexity on at least three (3) projects within the last five (5) years and has implemented and completed at least one of these projects with the proposed HMI software.

d. Has been in the water/wastewater industry performing the type of work specified in this specification section for the past five (5) continuous years.

3. Manufacturer shall maintain a fully equipped office/production facility with full-time employees capable of fabricating, configuring, installing, calibrating, troubleshooting, and testing the system specified herein.

4. Provide qualified repair personnel available and capable of reaching the Project facility within 24 hours.

5. Installation of the system need not be performed by the Manufacturers employees; however, the Manufacturer shall provide on-site technical supervision of the installation.

B. Installer Qualifications: Manufacturer's authorized representative who is trained and approved for installation of units required for this Project.

C. Source Limitations: Provide equipment that is the product of one manufacturer to the maximum practical extent. Where this is not practical, all equipment of a given type shall be the product of one manufacturer.

D. Calibration Instruments: Each instrument used for calibrating CS equipment shall bear the seal of a reputable laboratory certifying that instrument has been calibrated within the previous 12 months to a standard endorsed by the National Institute of Standards and Technology (NIST).

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

F. Preinstallation Conference: Conduct conference at Project site.

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1.6 DELIVERY, STORAGE, AND HANDLING

A. Deliver, handle and store CS components in accordance with manufacturers written instructions and the requirements of Division 1 Section Product Requirements.

B. Specific requirement for the CS: 1. Provide site and warehouse storage facilities for CS equipment. 2. Prior to shipment, include corrosive-inhibitive vapor capsules in shipping containers

and related equipment as recommended by capsule manufacturer. 3. Prior to installation, store items in dry indoor locations. Provide heating in storage

areas for items subject to corrosion under damp conditions. 4. Cover panels and other elements that are exposed to dusty construction

environments.

1.7 PROJECT CONDITIONS

A. Operating Conditions: 1. Ambient Conditions:

a. Provide equipment suitable for ambient conditions in accordance with environment requirement paragraphs specified below.

b. Provide system elements to operate properly in the presence of radio degree Frequency fields produced by portable RF transmitters with output of five watts operated at 24 inches from instruments; in the presence of plant telephone lines, power lines and electrical equipment; and in the presence of digital data transmission systems.

2. Field Locations: Field equipment may be subjected to ambient temperatures from minus 20 degree F to 105 degree F, with direct radiation, and relative humidity from 45 to 100 percent with condensation. Field equipment will also experience rain, freezing rain, and snow.

3. Power Supply: Power supply will be 117 volts AC, single-phase, 60-hertz commercial power. Voltage variations will be at least plus or minus 8 percent. Certain loops shall have integral power supply as indicated on the drawings.

B. Standard Environment Requirements: Unless otherwise noted, design equipment for continuous operation in these environments. 1. Freestanding Panels and Consoles:

a. Inside, Air Conditioned: NEMA 12. b. Inside: NEMA 12.

2. Smaller Panels and Assemblies (that are not freestanding): a. Inside, Air Conditioned: NEMA 4X. b. All Other Locations: NEMA 4X.

3. Field Elements: Outside.

C. Environmental Design Requirements: Following defines the types of environments referred to above. 1. Inside, Air Conditioned:

a. Temperature: 1) Normal: 60 to 80 degree F. 2) With Up to 4-hour HVAC System Interruption: 40 to 105 degree F.

b. Relative Humidity: 1) Normal: 10 percent, winter, to 70 percent, summer. 2) With Up to 4-hour HVAC System Interruption: 10 to 100 percent.

c. NEC Classification: Nonhazardous. 2. Inside:

a. Temperature: 20 to 104 degree F. b. Relative Humidity: 10 to 100 percent. c. NEC Classification: Nonhazardous.

3. Inside, Corrosive: a. Temperature: 20 to 104 degree F. b. Relative Humidity: 10 to 95 percent. c. Corrosive Environment: Hydrogen sulfide gas and ammonia. d. NEC Classification: Nonhazardous.

4. Outside:

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a. Temperature: Minus 20 to 122 degree F, with direct radiation. b. Relative Humidity: 10 to 100 percent, rain, freezing rain and snow, as well as

with condensation. c. NEC Classification: Nonhazardous.

5. Outside, Corrosive: a. Temperature: Minus 20 to 122 degree F. b. Relative Humidity: 10 to 100 percent, rain, freezing rain and snow. c. Corrosive Environment: Hydrogen sulfide gas. d. NEC Classification: Nonhazardous.

D. Corrective Maintenance 1. Time Period: Two (2) years from date of Substantial Completion. 2. Services: Provide services of factory-trained service technicians for performing

corrective maintenance on all system hardware and software for maintenance on CS. a. Provide a 24-hour, 7-day/week service hotline for telephone notification of

system malfunctions. b. Within 2 hours from notification by the OWNER of defective CS operation, a

qualified service representative will establish telephone contact with the OWNER'S maintenance personnel to discuss short-term corrective measures.

c. If it is not possible to correct the defective operation as a result of the telephone contact, provide a qualified service representative at the location of the installed CS within 24 hours from initial notification.

d. Service representative shall perform all necessary inspections and diagnostic tests to determine the source of the defect and to establish a corrective action plan. The corrective action plan shall be developed such that the defect is corrected as quickly as possible and with the least impact on the operation of the OWNERs facilities.

e. Prior to beginning any repair or replacement procedure, review the corrective action plan with the OWNER informing of the planned course of action and to allow assessment of any impact it might have on the operation of the OWNERs facilities.

f. Replacement or repair of the defective component will be accomplished using replacement parts from the spare parts inventory delivered with the system. If not, the corrective action plan shall include a detailed schedule for the planned course of action.

g. Once the defect has been corrected, the corrective action plan shall be updated indicating the source of the defect and specific corrective action taken. A copy of the updated corrective action plan shall be delivered to the OWNER on the day the work is performed.

h. Any spares from the onsite supply of spares used in correcting the system malfunction shall be replaced within 15 days.

i. At OWNER'S option, OWNER maintenance personnel may participate in any corrective maintenance procedures.

3. If 24-hour response time is not provided, or other corrective maintenance requirements are not met, the OWNER shall have the right to obtain corrective maintenance from other sources and charge the CONTRACTOR reasonable costs of the alternative maintenance services, including parts, labor, travel, and subsistence.

E. The OWNER, at OWNER'S option, may elect to employ its own maintenance staff to locate and remove a defective component. In this case the OWNER will return the defective component to a repair location as instructed by the CONTRACTOR. The CONTRACTOR shall repair or replace the defective component and return the properly working unit to the OWNER within 15 days.

1.8 SOFTWARE SERVICE AGREEMENT

A. Technical Support: Beginning with Substantial Completion, provide software support for two (2) years.

B. Upgrade Service: Update software to latest version at Project completion. Install and program software upgrades that become available within two (2) years from date of

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Substantial Completion. Upgrading software shall include operating system. Upgrade shall include new or revised licenses for use of software. 1. Provide 30 days' notice to Owner to allow scheduling and access to system and to

allow Owner to upgrade computer equipment if necessary.

1.9 EXTRA MATERIALS

A. Furnish extra materials that match products installed and that are packaged with protective covering for storage and identified with labels describing contents.

B. Spare Parts: 1. During the system warranty period, the CONTRACTOR shall provide system repairs

by initially replacing the defective component with one from the spares inventory. 2. The CONTRACTOR shall then replace the spare component. Rather than place the

new component in the spares inventory, the CONTRACTOR shall replace the spare that had been installed in the system during the initial repair. This procedure shall ensure that all new components provided as spares are fully tested and compatible with the installed system.

3. Spare requirements as specified in other Division 17 sections.

C. Special Tools: One of each type of special hand tool required to open or operate equipment, to remove or replace replaceable parts, remove or replace cable connectors, or to make required operational or maintenance adjustments. A special hand tool is any tool not readily available from local retail hardware stores.

D. Test Equipment: 1. The CONTRACTOR shall provide a complete list of all tools, test equipment, and

commercial software programs necessary for the proper maintenance of the system. This list shall contain the quantity recommended, model number, description, cost, and name and address of supplier.

2. Provide the testing equipment and tools as listed in Table 1, Division 17 Section 17510 Instrument Commissioning to the OWNER after their use in commissioning the CS.

PART 2 - PRODUCTS

2.1 GENERAL REQUIREMENTS

A. CS functions as shown on Drawings and as required for each loop. Furnished equipment items and devices as required. Furnish all materials, equipment, and software required to affect required system and loop performance.

B. Manufacturers: Subject to compliance with requirements, CS design is based on the named manufacturers of equipment and materials. 1. If an item is proposed other than the named manufacturer, obtain approval from

ENGINEER for such changes in accordance with Section 01300 Product Documentation.

2. If proposed item requires, i.e. different installation, wiring, raceway, enclosures, intrinsically safe barriers, and accessories, furnish equipment and work.

C. Like Equipment Items: 1. Use products of one manufacturer and of the same series or family of models to

achieve standardization for appearance, operation, maintenance, spare parts, and manufacturers services.

2. Implement all same or similar functions in same or similar manner. For example, control logic, sequence of controls, and display layouts.

D. Special Project Coordination Requirements: As a part of this contract, the instrumentation systems contractor shall coordinate with all the sub-systems suppliers and manufacturers, during bidding, construction, testing, installation and start-up phases of the project. The coordination is to assure that the instruments, and sub-systems are in compliance with the specifications and the central controls, and that the tie-ins and the interface signals are provided as required.

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2.2 INFORMATION ON DRAWINGS

A. The following information is indicated on the drawings: 1. Loop diagram on flow sheet for each control loop. Diagrams are schematic in nature

and intended only as a guide to work to be performed. 2. Approximate location of primary elements, instrument panels and final control

elements. 3. Approximate location of instrumentation power junction boxes for instrument electrical

power connection. 4. Location of electrical distribution panel boards for instrument electrical power. 5. Location of equipment having alarms and equipment status contacts. 6. Location of equipment being controlled by system. 7. General layout of instrument cabinets. 8. Instrument installation details.

B. The following information is not shown on drawings, but shall be the responsibility of the CONTRACTOR to determine, furnish and coordinate with other divisions, based upon systems specified. Show this information on project record drawings. 1. Instrument loop drawings per ISA S5.4 minimum, desired and optional items. 2. Location of electrical distribution panel boards supplying power to any device supplied

under this contract. 3. Detailed enclosure and instrument panel layouts, fabrication details and wiring

diagrams. 4. Detailed system configuration. 5. Raceway and cable routing for instrumentation wiring.

C. Instrument Tag Numbers: A shorthand tag numbers is used in the Loop Specifications. For example: PIT

2.3 LOOP SPECIFICATIONS

A. Location: Division 17 Section 17600 System Configuration for a description of control loops for the CS.

B. Organization: By unit process and loop number.

C. Functional Requirements for Control Loops; 1. Shown on Drawings, in Panel Control Diagrams and Process and Instrumentation

Diagrams (P&ID). P&ID format and symbols are in accordance with ISA S5.1, except as specified or shown on Drawings.

2. Supplemented by Control Loop Descriptions.

D. Subheadings for Each Loop: 1. Functions: Clarifies functional performance of loop, including abstract of complex

interlocks.

2.4 INSTRUMENT AND CONTROL COMPONENTS

A. Components for Each Loop: Major components for each loop are listed in the Instrument Schedule referenced in Division 17 Section 17520 Instruments. 1. Comply with the various component specifications located in Division 17

Instrumentation sections, as well as in applicable Division 16 Electrical Sections. 2. Component General Requirements:

a. Provide equipment of solid-state construction utilizing second source semiconductors, unless otherwise specified. Derate components to assure dependability and long-term stability.

b. Provide printed or etched circuit boards of glass epoxy, hand or wave soldered, of sufficient thickness to prevent warping. Coat printed circuit boards in field-mounted equipment with Plasite 7122, or approved equal, to protect against corrosion.

c. Alignment and adjustments shall be non-critical, stable with temperature changes or aging and accomplished with premium grade potentiometers. Do not insert components of specially selected values into standard electronic assemblies to meet performance requirements.

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d. Use parts indicated in instruction manuals, replaceable with standard commercial components of the same description without degrading performance of completed assembly. Do not use silver edge connectors or pins.

B. Test Equipment: Use test equipment and instruments to simulate inputs and read outputs suitable for purpose intended and rated to an accuracy of at least five times greater than the required accuracy of device being calibrated. Such test equipment shall have accuracies traceable to the National Bureau of Standards as applicable.

C. Components, Hazardous Area Location: 1. Assure equipment located in hazardous areas is suitable for applicable classification

by use of explosion-proof housings or equipment and barriers approved as "intrinsically safe" by either UL or FM.

2. Locate barriers in cabinets at hazardous area boundaries. Use dual barriers in loops in order to prevent grounding loop at the barrier.

D. Transient and Surge Isolation: 1. Requirements: Protect all power and communication and transmission/ receiving

circuitry from any surge, including spikes up 1,000 volts peak and surges with a rise time of less than one microsecond. Use a combination of current limiting resistors, zener diodes, gas tube surge arresters and a fusible link which melts and shorts the surge to ground before the device circuitry is affected.

2. Personnel Safety: Provide protection adequate for personnel safety, which will prevent an erroneous output, change in calibration or failure of component other than fuse or fusible link.

2.5 NAMEPLATES AND TAGS

A. Panel Nameplates: Enclosure identification located on the enclosure face. 1. Locations and Inscription: As shown. 2. Materials: Laminated plastic attached to panel with stainless steel screws. 3. Letters: 1/2-inch white on black background, unless otherwise noted.

B. Component Nameplates, Panel Face: Component identification located on panel face under or near component. 1. Locations and Inscription: As shown. 2. Materials: Laminated plastic attached to panel with stainless steel screws. 3. Letters: 3/16-inch white on black background, unless otherwise noted.

C. Component Nameplates, Back of Panel: Component identification located on or near component inside enclosure. 1. Locations and Inscription: As shown. 2. Materials: Adhesive backed laminated plastic. 3. Letters: 3/16-inch white on black background, unless otherwise noted.

D. Legend Plates for Panel Mounted Pushbuttons, Lights, and Switches. 1. Inscriptions: Refer to Drawings.

E. Service Legends: Component identification nameplate located on face of component. 1. Inscription: As shown. 2. Materials: Adhesive backed laminated plastic. 3. Letters: 3/16-inch white on black background, unless otherwise noted.

F. Nametags: Component identification for field devices: 1. Inscription: Component tag number. 2. Materials: 16-gauge, Type 304 stainless steel. 3. Letters: 3/16-inch imposed. 4. Mounting: Affix to component with 16- or 18-gauge stainless steel wire or stainless

steel

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2.6 CORROSION PROCEDURES

A. Corrosion-Inhibiting Vapor Capsule Manufacturers: Provide corrosion inhibiting vapor release capsules, which emit an invisible, odorless, nontoxic vapor for passivation of iron, steel, copper, brass, and aluminum. 1. Hoffman Engineering Co.; Model A-HCT. 2. Northern Instruments; Model Zerust VC. 3. Wiegmann; Catalog No. WCV series.

2.7 SOURCE QUALITY CONTROL

A. Scope: Inspect and test entire CS to ensure it is ready for shipment, installation, and operation.

B. Location: Manufacturers factory or ENGINEER approve staging site.

C. Factory Demonstration Test (FDT)s 1. A specific installation and start up plan shall be developed prior t degree Factory

Demonstration Test. 2. Conduct a FDT for verification that all equipment, software, and associated

documentation perform as specified prior shipment. 3. Performed to verify that the equipment is manufactured and assembled correctly, is

operating as designed, and is in compliance with the contractual requirements for the deliverables.

4. Performed tests verifying software and hardware comply with the functional and performance requirements.

5. FDT shall demonstrate compliance to each explicitly stated requirement in the specification. a. CONTRACTOR shall use a personal computer data base program to build a

FDT cross reference table that lists each specification paragraph that imposes a uniquely identifiable technical requirement.

b. CONTRACTOR shall add to the format a data field for the FDT test number of the test that is going to demonstrate compliance with the requirement. A second version of the table, sorted by test number, shall also be printed.

c. This will make it possible to select any specification paragraph and identify the FDT test that should demonstrate the feature. The version ordered by test number can be used to verify the completeness of each test and shall be used during the FDT to check off the features demonstrated.

6. FDT shall include the following: a. Equipment Test and Verification: The FDT for the equipment (hardware) shall

include individual end-item verification and integrated tests of all hardware. These tests shall include visual inspection verification and running the standard hardware diagnostic programs, plus all special diagnostic programs used by the CONTRACTOR to demonstrate that the hardware integration task has been completed.

b. System Functional Test: The functional test shall exercise every specified system function and shall include, but not be limited to, the following: 1) Rigorous exercising of all devices both individually and collectively. 2) Verification of proper scanning and data acquisition of status and data

points. 3) Verification of proper Control Strategy up/down loading to the LPUs. 4) Testing of all user interface functions. 5) Verification of all control operations to ensure that they result in the

correct sequence of operation at all the LPUs. 6) Simulation of communication error conditions and demonstration of error

detection and handling. 7) All specified display types, reports, and operator/user procedures must

be shown to be implemented and verified for accuracy. 8) Create and process device failure conditions including LPU failure,

Operator Workstation failure, peripheral failures, and failure of their devices associated with the CS. Special attention shall be given to

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creating failures in the middle of operator sequences and control actions such as: a) Communication failure after a command is issued but before the

result is recorded in the data base. b) Computer failure after a command is issued but before the result is

recorded in the data base. c) Incorrect operator entry in the middle of a multi-step action. d) Workstation failure in the middle of a control action.

9) Demonstration of all redundant functions and components. 10) Demonstration of all required alarm processing functionality, including

audible annunciation. 11) Demonstration of all required historical capture, storage, and retrieval

functions. 12) Demonstration of all required data logging functions. 13) Demonstration of all required device control functions. 14) Demonstration of all required data base management functionality. 15) Demonstration of all required software support utilities. 16) Demonstration of all system diagnostics, both on-line and off-line. 17) Demonstration of correct operation of calculated quantities including

totalized values c. Support Software Tests: The FDT for the support software shall include the

following, as a minimum: 1) Demonstration of system generation, starting with source codes and/or

master load module files. 2) Demonstration of system editing capabilities including the addition and

deletion of points in an LPU; the addition, deletion, and modification of CRT displays, the addition, deletion and modification of report formats, the addition, deletion, and modification of control strategies, and the modification of the data base and all data base parameters.

3) Demonstration of the editing of all system parameters including timers, intervals, etc.

D. Demonstration of utility software facilities, including assembling, compiling, appending, and executing new programs. On-line program debug facilities shall also be demonstrated.

PART 3 - EXECUTION

3.1 EXAMINATION

A. For equipment not provided by CS, but that directly interfaces with the CS, verify the following conditions 1. Proper installation. 2. Calibration and adjustment of Positioners and I/P transducers. 3. Correct control action. 4. Switch settings and dead bands. 5. Opening and closing speeds and travel stops. 6. Input and output signals.

3.2 INSTALLATION

A. Material and Equipment Installation: Retain a copy of manufacturers instructions at site, available for review at all times.

B. Electrical Wiring: As specified in Division 16 Electrical.

C. Removal or Relocation of Materials and Equipment: 1. If applicable, remove site materials that were part of the existing facility but no longer

used, unless otherwise directed by ENGINEER to deliver to OWNER. 2. Repair affected surfaces to conform to type, quality, and finish of surrounding surface.

D. Install CS in accordance with the manufactures instructions.

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3.3 IDENTIFICATION

A. Identify system components, wiring, cabling, and terminals. Comply with requirements for identification specified in this section and Division 16 Section "Electrical Identification."

3.4 FIELD QUALITY CONTROL

A. General Requirements: 1. Commissioning of the CS shall comply with the requirements of Section 01600

Startup, Testing Commissioning and Training and the requirements specified in this Section.

2. CS Manufacturer and subsystem manufacturers shall provide the personnel required in accordance with Section 01600 Startup, Testing Commissioning and Training

3. Perform the operational testing, adjustment and calibration the various instrument devices in accordance with Division 17 Section 17510 Instrument Commissioning.

4. Develop the interface between the plant personnel and the CS (Human Machine Interface) in accordance with Division 17 Section 17600 System Configuration.

5. Perform a comprehensive system test demonstrating that the CS performs as an integrated unit meeting the requirements of this specification.

6. Conduct all element, subsystem, and system tests necessary to ensure the proper operation of the CS at various stages of system development. a. This type of testing will normally be not witnessed; however, the OWNER and

ENGINEER reserve the right to witness these tests if concerns arise about the progress of system implementation.

7. Conduct the following witnessed tests of the CS: a. Factory Demonstration Test b. I/O Point Checkout

8. Provide the following arrangements for the OWNER (two persons) and the ENGINEER (one person) to witness these factory tests. a. Notification four weeks in advance of the tests b. Air travel to/from the test facility and Dallas/Fort Worth International Airport c. Lodging in a hotel d. Ground transportation e. Meals

9. Above items if retesting must be performed to obtain satisfactory results.

B. I/O Point Checkout: 1. An I/O point checkout shall be performed after all equipment is shipped and installed

in the field. The tests shall be performed to verify that the equipment has been installed correctly. The tests shall be performed to verify that the software and hardware will meet the functional and performance requirements of this document.

2. The I/O point checkout shall demonstrate the proper operation of all the field points affected by the installation of the equipment to be provided.

3. Provide an I/O list for each LPU and RTU to be installed, and a test plan that indicates how the verification will occur.

4. The I/O Point Checkout shall include, but not limited to, the following: a. Exercise each discrete input. Each state shall be verified at an Operator

Workstation. b. Exercise each analog input. Each input shall be verified at 0, 50 and 100%

range of the instrument. Linearity of the signal shall be verified. Each value shall be verified at the Operator Workstation.

c. Exercise each discrete output. Each state shall be initiated from the Operator Workstation. If necessary, the associated equipment shall be placed into a safe state such that the activation of the output will not damage the equipment or cause a safety hazard.

d. Exercise each analog output. Each output shall be verified at 0, 50 and 100% range of the instrument. Linearity of the signal shall be verified. Each value shall be initiated and verified at the Operator Workstation.

e. Unless constrained by the operation of the plant, or due to safety reasons, all testing should include the actual equipment, and not use simulates signals.

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3.5 INSTALLATION AND STARTUP

A. Startup Personnel Requirements: 1. During the start-up phase, the CONTRACTOR shall provide a minimum of two (2)

people on site full-time. 2. OWNER will provide personnel in the control room (dedicated to testing activities),

and other personnel in the field to support installation and testing activities, such as to observe and inspect the work associated with installation of the RTUs and assisting with end-to-end and control software tests.

3. ENGINEER will provide testing support as required.

B. Field Testing: Field testing and start-up shall consist of a sequence of activities and tests conducted as the control system components are installed and integrated at the job site. Following is a description of the individual steps that are involved with field testing and cut-over. 1. Top-End Network checkout:

a. Commence checkout of the top-end equipment after it has been installed and operational.

b. Demonstrate the capability of each piece of equipment to communicate with each other.

c. Demonstrate the ability of the equipment to operate in the manner defined for each across the network, i.e. Operator Workstations providing HMI screens accessing data from the HMI servers.

2. PLC Network checkout. a. The PLC network checkout requires the fiber-optic links and in-plant networking

to be operational. b. Using the PLC programming package, demonstrate the ability to access each

PLC on the network. c. Demonstrate the ability to download and upload configuration and programming

information to each one. 3. LPU Checkout

a. Once base system is operational, field installation and checkout of the LPUs will begin. The overall process shall entail installing and testing the LPUs one site at a time. Following is a discussion of the series of steps involved with the checkout of the LPUs

b. Perform end-to-end (Operator Workstation t degree Field termination) checks of every physical I/O point connected to the LPU.

c. Upon completion of the end-to-end point testing, the processes at the LPU shall then be switched to remote, manual control so that an operator located at the control console can exert manual control of the process equipment.

d. Next, any control software associated with the LPU shall be activated and tested one-function at a time. When problems are found, the software configuration shall be "debugged" and the problem fixed. When a problem is found, the appropriate tests shall be repeated after the problem is corrected to verify proper operation.

e. Once the control software in the LPU has been tested and debugged, that LPU shall remain on line.

f. Each LPU in the system shall be installed and tested using the procedure described above.

3.6 TRAINING

A. General Requirements: Training shall be provided in accordance with Section 01600 Startup, Testing Commissioning and Training and the requirements specified in this Section.

B. Training Overview 1. A comprehensive training program shall be provided covering the operation and

maintenance of all elements of the CS. Specific requirements for the training program are listed below:

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2. Training classes shall be tailored to the specific needs of the class participants. Separate curricula shall be developed for Operators, Maintenance Staff, Software Engineers, and Supervisors.

3. All training classes shall be completed prior to the start of the Site Demonstration Test. Follow-up training classes shall be scheduled for six months after system acceptance. The intent for these classes is to provide OWNER personnel the opportunity for a review of the training material after they have had some experience using the system.

4. The schedule and exact content of these classes will be mutually developed by OWNER and the CS Manufacturer no later than one month prior to the beginning of the first session.

5. All training instructors shall be highly qualified for technical training with demonstrated expertise in not only control system functionality but also professional training techniques.

6. Complete professional training materials shall be provided for all training classes including course outline and schedule, training manuals (in addition to system documentation), and review/testing materials. The training manuals shall be designed to not only assist the student's comprehension of the course material, but also to serve as reference documents after the completion of training.

7. Training courses shall be a combination of classroom and hands-on training.

C. Training Plan 1. The training plan shall include complete descriptions of all planned training classes, a

preliminary training schedule, a list of all proposed instructors along with resumes, examples of proposed training manuals, and a description of any special training tools available (simulators, self-paced modules, personal computer-based training, etc.)

2. OWNER will review the training plan for assurance that the training planned meets the Project's needs. Special emphasis will be placed on review of the qualifications of the proposed instructors. If a concern arises about the qualifications of particular instructors, the CONTRACTOR shall provide video tapes of previous classes taught by the proposed instructors. If it appears that the proposed instructors are not sufficiently qualified to conduct the specified training courses, the CONTRACTOR shall identify more qualified instructors.

D. Training Manuals 1. Comprehensive training manuals shall be provided for all training courses. The

manuals shall be professionally written to present the course material in a format that is easy to comprehend. The manuals shall serve as teaching aids during presentation of the training classes and shall additionally serve as reference material after the training has been completed.

2. It is not be acceptable to use system technical documentation solely as the training manuals, since system documentation is generally not written in an instructional format.

3. Portions of system documentation may be incorporated into training manuals provided that the overall manual achieves an instructional format.

4. If the CONTRACTOR proposes to use standard training manuals, these manuals shall be revised or appended to reflect system characteristics specific to the CS.

E. Required Training Courses 1. Training courses shall be tailored to meet the specific needs of several distinct groups

of OWNER personnel. 2. The specific categories and number of personnel in each category are identified in the

following paragraphs. 3. Class sizes shall be restricted to the number of students that can easily be

accommodated. a. Classes that involve extensive hands-on activities (such as operator training,

maintenance training, and software engineering) shall be limited to five students per class.

b. Supervisor and overview courses may include up to ten participants. c. At least two sessions of each course shall be presented in order to satisfy class

size restrictions and conflicts in OWNER personnel scheduling. Additional

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sessions shall be presented if required to accommodate the total number of personnel identified for each course.

4. All training classes shall be scheduled Monday - Friday between 8:00 A.M. and 3:30 P.M. Each individual daily training session shall be a minimum duration of two hours and a maximum duration of five hours.

5. Training courses shall be provided in the following general categories. a. LPU Maintenance Training: Training courses shall be presented that will

enable OWNER maintenance technicians to perform troubleshooting and board-level repair of all LPUs. The maintenance training shall include not only the theory of operation of LPU hardware but also the theory of operation of the control system as a whole including related software.

b. Software Maintenance Training: 1) Training courses shall be presented that will enable OWNER

programmers to develop and maintain all aspects of the system applications. These courses shall be provided by the software manufacturer at their facility:

2) These courses shall address not only the procedures associated with the control system's standard software packages, but in addition shall include material explaining the specific conventions used by the SCADA Supplier in developing the system applications.

3) In addition, the courses shall provide instruction in the use of techniques for developing and maintaining current, comprehensive documentation for all installed system applications.

c. LPU Software Maintenance Training: A dedicated course shall be presented which addresses any software development and maintenance activities associated specifically with the LPU software. To the extent that these maintenance activities are integrated with Top-End (control center) software maintenance functions, this training may be incorporated with the general Software Maintenance Training.

d. Network Management Training: A training course shall be provided that will enable network administrator personnel to configure and troubleshoot network bridge/router software, network management software, and management information. This course shall also provide instruction in the use of network troubleshooting and diagnostic tools, the use of the LAN Analyzer, and the use of all software diagnostics.

3.7 SYSTEM APPLICATION CONFIGURATION

A. Base System Configuration: Perform all system configuration activities necessary for the efficient operation of base control system functions. These activities shall include, but not be limited to: sizing of data tables and queues, tuning of communication subsystem parameters, configuration of console control access definitions, setup of alarm subsystem parameters, redundancy setup, Ethernet management devices, etc.

END OF SECTION

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HUMAN MACHINE INTERFACE (HMI) REQUIREMENTS C:\Users\dfournier\Desktop\For 0933-003-04\Division 17\17100 HUMAN MACHINE INTERFACE (HMI) REQUIREMENTS.docx

SECTION 17100 HUMAN MACHINE INTERFACE (HMI) REQUIREMENTS

PART 1 - GENERAL



1.2 SUMMARY

A. Section Includes: 1. Software for monitor displays.

B. Related Sections: 1. Section 17000 Instrumentation General Provisions for overall requirements for the

Control System. 2. Section 17200 Top End Equipment Requirements for overall requirements for the

computer hardware. 3. Section 17300 Programmable Logic Controllers (PLC) Requirements" for hardware

requirements.

1.3 DEFINITIONS

A. Definitions: 1. HMI: Human-Machine-Interface. The control system hardware and software

associated with providing the monitor-based interface between system users and the control system.

2. LPU: Local Processing Unit. Generic name of a panel that contains a PLC or RTU, and any necessary support devices for the operation of the panel.

3. CS: Control System. 4. PLC: Programmable Logic Controller. Field installed unit which monitors and controls

devices located within the plant. The PLCs contain all logic necessary to monitor and control the system process located at the PLC location.

1.4 PERFORMANCE REQUIREMENTS

1.5 SUBMITTALS

A. Shop Drawings: Provide in accordance with Section 17000 Instrumentation General Provisions.

B. Samples for Verification: For graphic display, alarm and data, and other displays provide sample copies.

1.6 WARRANTY

A. Provide a three (3) iFIX iGlobalCare support contract starting with Substantial Completion.

PART 2 - PRODUCTS

2.1 HMI REQUIREMENTS

A. Product: iFIX plus SCADA Unlimited Development with options as designated below.

B. Provide required graphic displays, alarm and data acquisitions displays, and related displays for the PICS activities as described in Section 17600 System Configuration, as described in other Division 17 Sections, and as indicated on the Drawings.

C. Provide for each HMI Server. 1. iFIX Plus SCADA Unlimited Development. 2. iFIX iHot Redundancy option. 3. iFix Alarm Synchronization.

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HUMAN MACHINE INTERFACE (HMI) REQUIREMENTS C:\Users\dfournier\Desktop\For 0933-003-04\Division 17\17100 HUMAN MACHINE INTERFACE (HMI) REQUIREMENTS.docx

4. iFIX OPC Client Driver. 5. iFIX Modbus MB1 Driver. 6. iFIX Alarm Notification.

D. Provide for each Operator Workstation. 1. Microsoft Windows 2000 Professional, SP4. 2. iFIX iClient Runtime.

PART 3 - EXECUTION

3.1 SYSTEM CONFIGURATION

A. System shall be installed per manufacturers recommendations.

3.2 COMMISSIONING AND TRAINING

A. Commissioning: Accomplished in accordance with the requirements of Section 17000 Instrumentation General Provisions and Section 01810 Startup, Testing, Commissioning and Training.

B. Training: Accomplished in accordance with the requirements of Section 17000 Instrumentation General Provisions and Section 01810 Startup, Testing, Commissioning and Training.

END OF SECTION

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TOP-END EQUIPMENT REQUIREMENTS C:\Users\dfournier\Desktop\For 0933-003-04\Division 17\17200 TOP-END EQUIPMENT REQUIREMENTS.docx

SECTION 17200 TOP-END EQUIPMENT REQUIREMENTS

PART 1 - GENERAL



1.2 SUMMARY

A. Section Includes: 1. Computer:

a. Operator/User Workstation. b. Engineering Workstation. c. Server.

2. Software: a. FactoryLink software. b. ORACLE Information Server Software. c. Office Automation Software.

3. Peripherals: a. Workstation Laser Printers. b. Workgroup Laser Printers. c. Wide Carriage Printer. d. Workstation color Printer. e. Tape Backup System. f. CD-ROM Writer System. g. Workstation UPS.

B. References: 1. Section 17000 Instrument General Provisions for requirements for the Control

System, as well as Part 1 requirements for submittals; quality assurance; project conditions: shipping, handling, and storage; warranties; and other information.

C. Definitions: 1. CS: Control System. 2. Server: device that will store historical data; as well perform functions of the SCADA

server.

1.3 SUBMITTALS

A. Provide shop drawings and product data for top-end equipment in accordance with Section 17000 Instrumentation General Requirements.


A. Source Limitations: Top-end equipment components shall be provided by a single manufacturer and be from the same family or product line.


A. Deliver, handle and store top-end equipment components in accordance with manufacturers written instructions and the requirements of Section 17000 Instrumentation General Provisions.

1.6 WARRANTY

A. Special Warranty: Manufacturer's standard form in which manufacturer agrees to repair or replace components of top-end equipment that fail(s) in materials or workmanship within specified warranty period. 1. Warranty Period: Three (3) years from date of Substantial Completion; next business

day on-site service, which includes parts and labor.

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PART 2 - PRODUCTS

2.1 MANUFACTURERS

A. Manufacturers: Subject to compliance with requirements, available manufacturers offering products that may be incorporated into the Work include, but are not limited to, the following: 1. Dell

2.2 TOP-END EQUIPMENT

A. General Requirements: 1. Provide components (computers and ancillaries) with the latest proven technology

and that are the manufacturers latest featured products at time of purchase. Proven technology is defined as technology currently in use for similar applications.

2. Equipment requirements specified in this Section are latest at time of developing these specifications.

3. Provide any additional hardware equipment necessary to meet the specified functional requirements, the system performance requirements, and the system sizing requirements.

4. The proposed system may vary at the detailed level from this configuration as long as all of the functional requirements, performance requirements, and sizing requirements are met and as long as specific hardware requirements are met where specifics are given.

B. Computers: 1. The requirements defined in this subsection apply to the computer-based components

of the CS. 2. All workstations shall be from a single manufacturer and be from the same family or

product line. 3. Computer equipment shall be from the equipment manufacturer's standard offering

and shall not be specifically built nor require major modifications in order to meet the requirements set forth in this Specification.

C. Maintainability: 1. Modular Design: All equipment shall be of modular design allowing easy replacement

of power supplies, sub-assemblies, or cards. All modules shall be replaceable without dismantling functioning modules in order to reach the failed module.

2. Test Equipment Connections: Test equipment connections shall be accessible and well-marked. Test connections referenced in service manuals shall be labeled on the equipment with the same name or number.

D. Miscellaneous Requirements: 1. All electronic components shall be mounted on plug-in printed circuit cards. 2. The printed circuit cards shall not contain modifications, which were accomplished by

the removal of printed circuit traces and corrected with wired replacements. Wire-wrap connection techniques are acceptable only for completing jumper options.

3. All material used in satisfying the equipment requirements shall be new and unused and must be actively marketed by the original equipment manufacturer for new applications when shipped for configuration.

4. Contractor shall not use equipment destined for installation or spare parts for the Owners system for any reason other than development and testing of the Owner's system.

2.3 ENGINEERING WORKSTATION:

A. General Requirements: 1. An Engineering workstation is a position from which an operator can monitor and

control the entire process and view all real-time data and all historical data via displays on a monitor. At this workstation an operator can modify and change the HMI and PLC configuration, graphics and programs.

2. Equipped with two Ethernet network interfaces allowing communication to both the PLC network and the Top-End network.

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B. Minimum Hardware Requirements: The Engineering Workstation shall have the following minimum characteristics: 1. Manufacturer: Dell OptiPlex 9020 Small Form Factor. 2. Processor: Quad Core 4th Gen Intel Core 3. Memory: 8GB, 1600MHz DDR3, 2DIMM 4. Network Adapters, 1 - Gigabit (10/100/1000) 5. Monitors: One (1) 24in, 1920X1200 pixels. 6. Graphics Card: 1GB AMD RADEON HD 7. Hard drive: 500 GB 3.5 SATA. 7,200 RPM 8. 8X Slimline DVD+/_RW 9. Integrated Sound Card 10. Speaker: Soundbar. 11. External 104 Key keyboard. 12. Mouse; USB Optical Mouse 13. Windows 7 Professional 54-bit. 14. Virus Protection: ESET Nod32 (2 year subscription)

a.

2.4 OPERATOR/USER WORKSTATION:

A. General Requirements: 1. An operator/used workstation is a position from which an operator can monitor and

control the entire process and view all real-time data and all historical data via displays on a monitor.

B. Minimum Hardware Requirements: The Engineering Workstation shall have the following minimum characteristics: 1. Manufacturer: Dell OptiPlex 9020 Small Form Factor. 2. Processor: Quad Core 4th Gen Intel Core 3. Memory: 8GB, 1600MHz DDR3, 2DIMM 4. Network Adapters, 1 - Gigabit (10/100/1000) 5. Monitors: Two (2) 24in, 1920X1200 pixels. 6. Graphics Card: 1GB AMD RADEON HD 7. Hard drive: 500 GB 3.5 SATA. 7,200 RPM 8. 8X Slimline DVD+/_RW 9. Integrated Sound Card 10. Speaker: Soundbar. 11. External 104 Key keyboard. 12. Mouse; USB Optical Mouse 13. Windows 7 Professional 54-bit. 14. Virus Protection: ESET Nod32 (2 year subscription)

2.5 SERVERS

A. General Requirements: 1. Primarily server shall store, distribute, and gather data. Data collected by the server

shall be distributed to other workstations.

B. Minimum Hardware Requirements Computer Elements: The Database Server shall have the following minimum requirements: 1. Manufacture: Dell PowerEdge R720. 2. Processor: Intel Xeon E5-2697 V2 2.70Ghz, 30M Cache, 8.0GT/s QPI, Turbo HT,

12Cm 130W, Max. Mem 1866MHz. 3. Memory: 16GB 16003MHz RDIMMs 4. Hard Drive 5-500GB 7.2K RPM 5. Raid Configuration: PERC H310 Integrated RAID Controller 6. Network Adaptors: 2x10Gb, 2x1Gb 7. Power Supply: Dual, Hot-plug, redundant power supply 8. Operating System: Microsoft Server 2008 R2 SP1 Standard 9. Virus Protection: ESET Nod32

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2.6 PERIPHERALS

A. General: Peripherals shall be connected to the network for use by an operator or user workstation. 1. Workstation UPS:

a. General Requirements: 1) Provide for each workstation for purpose of providing uninterrupted

power to the device in the case of power loss, brownout, or other power failure.

b. Minimum Hardware Requirements: 1) Manufacture: APC CS500. 2) Capacity: 300watts 3) Battery Run Time: 5.7 at full power 4) Battery Charge Time 8 hours.

2. Workgroup Laser Printer Color /Black and White: a. General Requirements:

1) Provide at required workstations for printing system reports and shall be interfaced directly to the LAN.

2) User at any Operator Workstation or User Workstation shall be able to direct any printed output to any of the laser printers through an interactive prompt procedure.

b. Minimum Hardware Requirements: 1) Manufacture: HP Color LaserJet CP5525dn - printer - color - laser. 2) Printer Speed Up to: 40 ppm 3) Max Resolution: 600 dpi (B/W) 4) Interface: Ethernet 10/100/1000Base-TX

PART 3 - EXECUTION

3.1 INSTALLATION

A. Install and adjust equipment in accordance with the Drawings, approved shop drawings, the manufacturer's instructions, and Section 01400 Contractor Requirements.

B. Provide all required equipment at the site specific locations designated in the Schedule Site Specific Requirements. The Schedule does not provide a listing of network connections or required patch cables. Refer to Drawings for the network drop locations.

3.2 COMMISSIONING AND TRAINING

A. Commissioning: Accomplished in accordance with the requirements of Section 17000 Instrumentation General Provisions and Section 01600 Startup, Testing, Commissioning and Training.

B. Training: Accomplished in accordance with the requirements of Section 17000 Instrumentation General Provisions and Section 01600 Startup, Testing, Commissioning and Training."

END OF SECTION

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SECTION 17300 PROGRAMMABLE LOGIC CONTROLLER (PLC) REQUIREMENTS

PART 1 - GENERAL



1.2 SUMMARY

A. Section Includes: 1. Programmable logic controllers. 2. PLC/PC network interface cards. 3. PLC data highway cable. 4. PLC Ethernet equipment. 5. Programming software. 6. Cables, connectors, termination blocks, fiber optic cable, and related items.

1.3 SUBMITTALS

A. General Requirements: Provide submittals in accordance with Division 17000 Instrumentation General Provisions.

B. Product Data: 1. Submit vendor specification information along with a corrected copy of applicable

specification form for each scheduled device specified in this section. 2. Submit vendor specification information for each material and unscheduled device

specified in this section. 3. Record Drawings:

a. Provide two complete sets of as-built drawings for each PLC panel. b. Provide both paper and electronic copy.


A. Manufacturer Qualifications: Ten (10) years experience in the design, manufacture and installation of this type of system.

B. Source Limitations for PLC: Obtain from single source. PLC I/O modules shall be selected within one I/O family.


A. Comply with the requirements of Section 17000 Instrument General Provisions.

1.6 SOFTWARE SERVICE AGREEMENT

A. Technical Support: Beginning with Substantial Completion, provide software support for two (2) years.

B. Upgrade Service: Update software to latest version at Project completion. Install and program software upgrades that become available within two years from date of Substantial Completion. Upgrading software shall include operating system. Upgrade shall include new or revised licenses for use of software. 1. Provide 30 days' notice to Owner to allow scheduling and access to system and to

allow Owner to upgrade computer equipment if necessary.

1.7 EXTRA MATERIALS

A. Furnish extra materials that match products installed and that are packaged with protective covering for storage and identified with labels describing contents.

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PART 2 - PRODUCTS