GSA Smart Buildings Implementation Guide - v12
GSA Smart Buildings Implementation Guide - v12
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
Table of Contents
1 Introduction .......................................................................................................................................... 3
1.1 Audience and Use ......................................................................................................................... 3
2 Smart Building Attributes...................................................................................................................... 4
2.1 Open/ Converged/ Normalized – All Systems............................................................................... 4
2.2 Master System Integrator ............................................................................................................. 4
2.2.1 Unified User Interface ........................................................................................................... 5
2.2.2 Integrated Sequence of Operations ...................................................................................... 6
2.3 Building Automation Systems ....................................................................................................... 7
2.3.1 BAS Controllers ..................................................................................................................... 7
2.3.2 BAS Software ......................................................................................................................... 8
2.3.3 BAS Communication Protocols ............................................................................................. 9
2.3.4 Point Naming......................................................................................................................... 9
2.3.5 Minimum Point Lists ............................................................................................................. 9
2.4 Digital Lighting Control................................................................................................................ 10
2.4.1 Shade Control...................................................................................................................... 11
2.5 Metering and Sub-Metering ....................................................................................................... 12
2.5.1 Utility Metering ................................................................................................................... 12
2.5.2 Sub-metering....................................................................................................................... 13
2.5.3 Automated Demand Response ........................................................................................... 14
2.6 Digital Signage ............................................................................................................................. 14
2.7 Hoteling ....................................................................................................................................... 15
2.8 Occupancy Counting ................................................................................................................... 15
2.9 Native Power ............................................................................................................................... 16
3 Other Smart Building Project Considerations ..................................................................................... 17
3.1 System Design ............................................................................................................................. 17
3.2 Commissioning ............................................................................................................................ 17
3.3 Training ....................................................................................................................................... 17
3.4 System Maintenance................................................................................................................... 17
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
1 Introduction
The GSA Smart Buildings Implementation Guide is intended to assist GSA project managers,
tenant agencies, architectural and engineering firms and general contractors on all GSA funded
new construction or R&A projects to understand and implement the attributes of “smart buildings”.
This guide should be used in conjunction with the GSA Smart Building Program Guide, the PBS
P100 Facilities Standards for Public Building Services and The GSA Building Commissioning
Guide, to ensure all GSA properties meet the agencies expected performance and building
system configuration.
As part of any project Prospectus period, the GSA Smart Buildings Program Guide should be
used to determine which, if any, smart building systems will be implemented in the project. These
decisions are based on budget, goals and limitations that are unique to each project. From this
prospectus, a list of building systems and features should be determined. The GSA Smart
Buildings Implementation Guide is designed to expand on that set of building systems and
features and to help provide conceptual guidance language for implementing each of those
systems. The Implementation guide should be used by GSA project managers, architectural and
engineering firms, general contractors and anyone else writing specifications for a GSA projects
that have smart building implementations.
The Implementation Guide is broken into sections that focus of specific building systems and
features of the systems. Every section has an introduction to the building system followed by
“Requirements”, “Recommendations” and “Considerations” for each system. The requirements
are the minimum system configuration and features that should be applied to every system,
should it be included in the project. Recommendations are the features and configurations that
are not necessary for a successful smart building system but can add value, increase efficiencies
or somehow otherwise improve the system. Considerations are additional features, system
interactions or design aspects that should be considered when implementing the system.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
• MSI shall be responsible for managing converged network design and coordinating with
GSA IT Building and Energy project managers.
• MSI shall be responsible for ensuring communication between disparate systems.
• MSI shall support commissioning agents and act as the “smart buildings commissioning
agent”, ensuring system integration and open protocol usage.
• MSI shall implement integrated sequence of operations (when applicable).
• MSI shall be responsible for Unified User Interface (when applicable).
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
Recommendations:
• The role of the MSI depends on cooperation from sub-system installing contractors.
Contracting the MSI as an “on-par” contractor with the electrical or mechanical contractor,
or consider adding language to sub-contractors’ requirements to ensure this cooperation.
• UUI shall include access control levels to allow for viewing, controlling, and administration.
• When implementing a UUI, sub-system installers shall not develop individual graphics for
sub-system console control.
• UUI shall provide methods for controlling, reporting and overriding sub-systems.
• UUI shall require unique usernames and passwords for every user. Generic usernames
(i.e. “admin” or “engineer”) are not permitted.
• UUI shall allow for system audit, allowing for system logging of user access and control.
This log shall show history of users entering and leaving system as well as any point status
changes made by user. Log shall include username and timestamp of each action.
• UUI should be “point and click” navigation allowing for intuitive navigation and control.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
Recommendations:
• UUI should include help screens that help users to navigate systems and control sub-
systems.
Considerations:
• Typically, a UUI will not completely replace configuration software or engineering tools.
This software will likely be needed for system programming and hardware maintenance.
The intent of the UUI is to provide a tool for much of the “day to day” building control.
• ISOOs should be programmed by the Master System Integrator with the input of the
system owner, tenant and building system installers.
• ISOOs should be designed in a manner that allows them to be easily manipulated by the
system owner, allowing for “stand alone” or “integrated” operating modes.
• ISOOs should include occupancy based sequences, emergency scenario sequences, and
other sequences developed by system owners.
Considerations:
• ISOOs are a chance to integrate multiple systems and allow the building systems to act
as a complete, single system. Some of these new sequences will change the way tenants
and building operators interact with the building. Careful documentation and education
needs to be included in system turnover. System operators need to understand that the
triggers for actions in one system may come from another and need to understand how to
disconnect the systems to test and verify modifications or repairs.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
• Building automation systems shall be 100% direct digital control (DDC) systems, utilizing
a server, controller, edge device hierarchy.
• BAS Controllers shall be programmed to maintain schedules, set point and normal
operation control in cases of network connection loss. Network connection loss scenarios
shall be tested and verified as part of the commissioning process for any BAS.
Recommendations:
• BAS controllers should be capable of storing data and uploading data in case the server
connection is lost.
• BAS controllers should host graphics or terminal interfaces to allow for direct connection
and control from a workstation for emergency control. This could be accomplished over
IP, serial or USB connections.
• BAS controllers should be capable of network-wide management for patching and
updating. This capability gives the system owners and vendors an easy method for
remediating any security vulnerabilities discovered without requiring physical presence at
every controller.
• BAS Controllers should have embedded tools or means to direct connect that allow for
troubleshooting or programming in cases of communication loss. Means to “direct
connect” to building system controls could include IP, Serial cable or USB connectivity
options.
Considerations:
• As technology has advanced, more and more of the computing and logic of the building
system has moved from the server to the controller. These controllers have less reliance
on network connectivity for executing the control sequences, and utilize the server as a
historian and management connection. This system configuration should be considered
for new building automation system installations.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
• BAS software must be installed in the GSA environment, including server software, client
software and any additional tools needed for management and control of the system. This
includes system update tools, network management tools and any software that is used
to make changes to the controllers.
• BAS software shall be compatible with the most current version of required standard
software and all OS and database software updates (i.e. Microsoft Server, Linux, SQL,
etc.)
• BAS software must be capable of trending and exporting data.
• BAS software shall have multiple user level controls, including administrator, programmer
and users. These user levels shall be capable of an audit to determine operator’s use.
• BAS software credentials shall be unique for every user.
• BAS software shall be installed with a minimum number of licenses needed for system
use. In cases of virtual environment installation, the number of licenses required should
consider the cases that client use could come from an off-site user.
• BAS client software shall have point and click graphics, configured for system operators,
unless a Unified User Interface is included in the project scope.
• BAS software licenses shall be software licenses and not rely on a physical license key or
dongle.
• BAS must be licensed to GSA. End user license agreements (EULA) must be approved
by GSA IT prior to installation onto GSA equipment.
Recommendations:
• BAS software should be capable of residing on a virtual server and on a separate VLAN
from the devices. This software includes the server, client, and management tools.
• BAS client software should be a thin-client, allowing for an unlimited number of users to
access graphics and system management tools via a web browser on a connected
network.
• BAS software should support open protocols, open support structure and open integration
for third party software.
Considerations:
• When configuring BAS software for the GSA, the virtual environment of the BSN should
be understood and the system should be configured to best meet the requirements and
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
challenges the BSN produces. This includes the desire of the GSA to build a single server
to run all applications needed for building control including server and client software.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
The purpose of the “GSA Minimum Point List” is not to require additional equipment or sensors,
but rather indicate the points that should be considered as value added monitoring points to be
included in the Building Control System design and made accessible to third party systems.
Please reference GSA Minimum Point List for Building Systems for more information.
Requirements:
• Lighting system shall allow for time and date based scheduling for lighting control.
• Lighting systems shall allow for occupancy sensors to trigger occupancy timed lighting
sequences.
• Lighting systems shall control to the fixture level.
• Lighting system shall provide a graphical based control platform and include historic
usage.
Recommendations:
• Lighting system should provide energy usage monitoring and reporting.
• Lighting system should be capable of daylight harvesting or utilizing natural light and
artificial light together to provide the minimum lighting scenario, as required.
• Lighting systems should use industry standard open protocols to communicate between
ballasts and panels. These open protocols include BACnet, Lon, or DALI.
• Lighting systems should allow for integration into plug load circuit control, offering an
occupancy or schedule based circuit control.
• Lighting systems should be capable of override by software or hardware.
• Lighting systems installed in conference rooms should be capable of storing and recalling
multiple lighting scenes, include scenes that override occupancy lighting for projection or
video display. These scenes should be controlled by hardware or software commands.
• Lighting systems should be capable of load shedding and demand response. This can be
either automated or manually triggered sequences that reduce the lighting energy load.
• Lighting system servers should be capable of running in virtual environments, specifically
allowing communication between devices and servers to pass through wide area
networks.
• Lighting system should be capable of notifications of ballast failures, maintenance
requirements or other system alarms.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
Considerations:
• Shade Control should be considered when utilizing digital lighting control, particularly
when implementing daylight harvesting technologies.
• Occupancy sensing can be used by HVAC systems to control set points in areas for
unoccupied setback. When lighting control systems are utilized with occupancy control,
Integrated Sequences of Operations should be considered.
• Lighting control systems can be powerful tools for tenant pressure, when utilizing hoteling,
consider integrating the hoteling schedule into the lighting control. Lighting scenarios can
operate on the hoteling software schedule, discouraging “squatting” or pop in area use.
Recommendations:
• Shade Control should consider area use case when programming shades and shade
schedule. Office space should try to allow for daylight while limiting screen glare.
Conference space should allow for shades to utilize natural light or to dim light for
presentations.
• Shade control should utilize daylight sensors to maximize natural light, when possible.
• When utilizing daylight sensors, shade control should require a minimum outdoor light
threshold before lowering shades.
Considerations:
• Shades can be used as security means, minimizing visibility into areas after hours. This
could be coordinated with the building security team.
• While natural light can minimize the lighting power load, the addition of solar heat should
be considered in hot months, particularly for southern exposure windows.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
• Main electric, water, steam, gas and oil use shall be metered, where applicable.
• Metering systems shall store metering data for a minimum of 90 days.
• Main electric, water, steam, gas and oil use shall be metered, where applicable per the
P100.
• Utility meter data shall be integrated into both ION EEM and the BAS, when possible.
• Metering graphics shall be created in the building BAS for ease of monitoring and reporting
when integrated.
• Historical trending intervals for meter data shall be coordinated with building sequences
and demand response programs to be used for verification and tracking of energy savings.
Recommendations:
• Metering systems should store data for archives and annual comparison.
• Metering system data should be accessible by third party applications for analysis,
alarming, and publishing.
• Compatibility of equipment - Advanced electric metering projects shall use ION brand
meters or integration gateways to ensure full compatibility.
o GSA utilizes the ION EEM Enterprise Energy Management system to manage
utility data across the portfolio. While an open protocol will be used in connecting
the meters and software, advanced metering functions (such as waveform capture,
remote reprogramming of instrumentation wiring and ratios, etc.) requires
matching the software and meter brands for full compatibility.
o Meters shall use Modbus communication if ION EEM integration is required.
Considerations:
• GSA utilizes the Schneider ION Enterprise Energy Management metering system to
manage utility feeds across multiple buildings. This information is valuable on a regional
level, to understand the high-energy users and provide data to regional leadership.
Providing system owners, operations and maintenance engineers and building mangers
access to this data can help building operators proactively manage their building and lower
energy costs.
• Turndown ratios must be considered when specifying and installing meters based on the
expected minimum and maximum flows of the service being measured.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
• Independent metering systems or software shall not be used unless otherwise directed or
required for a project.
2.5.2 Sub-metering
Beyond main utilities, individual cost centers can be segmented with sub-metering to paint a
clearer picture of energy usage. Sub-metering should be designed with the end user in mind. Sub-
metering provides a wealth of information but if that information is not monitored or utilized, sub-
metering can be a costly expense with little return.
Requirements:
• Sub-Metering data shall be integrated into the existing BAS, lighting system or other user
interface accessible by the property management and operations and maintenance
teams.
Recommendations:
• Consider evaluating the use of multi-circuit meters in lieu of multiple individual meters
when evaluating sub metering of multiple loads in a confined area.
• Consider using voltage output current transformers to avoid needing shorting blocks.
• Sub-metering should be strongly considered for Measurement and Verification (M&V)
applications related to energy savings performance contracts and other energy based
projects. This includes central plants (kW/ton), lighting/plug loads, cooling tower make-
up/blowdown, major HVAC, etc.
• Ensure sufficient straight runs are available for applicable metering applications and
meters are appropriately sized to the process being measured.
• Sub-metering is useful for measurement and verification (M&V) in energy savings
performance contracts and other energy based projects. In cases where the sub-metering
data is to be used for M&V careful coordination with the system installer should be made.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
• Automated demand response sequences shall be developed with the input from Facilities
Management & Services Programs Division Energy Branch, system owners and tenants.
• Demand response sequences shall not interfere with critical operation, IT equipment or
any life safety requirements of a given space.
• Automated demand response shall be configurable by system owners to override in cases
that permit peak loads.
• Automated demand response shall be commissioned to ensure that demand response
sequences produce the expected load reduction.
• Automated demand response sequences shall be coordinated with local utility companies
to ensure proper demand reduction, and to ensure the GSA received any incentives
available.
Recommendations:
• Automated demand response and smart grid technology is a newly blossoming field.
Careful communication should be made with GSA Facilities Management & Services
Programs Division Energy Branch to ensure that any incentives for energy reduction from
local utilities are accounted for and that method for trigger demand reduction are
understood from both utility provider and system owner.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
2.7 Hoteling
Effective management of tenants and space utilization presents another unique way to save
resources across a portfolio. These systems, in unison with mechanical and electrical building
systems, cannot only provide efficiencies but can improve tenant satisfaction.
Hoteling systems allow for automated control of building populations and space sharing.
Implementing a system that can dynamically control population, and distribution of tenants can
allow for a greater balance of resources in a smaller footprint. Hoteling systems should be
considered when building populations are flexible and operations allow for a mobile tenant.
Requirements:
• Hoteling systems shall be coordinated with tenant agencies, building managers and
operations & maintenance organizations to ensure the understanding of multiuse tenant
space and how it affects the building operation plan (BOP).
Considerations:
• When utilizing a hoteling system, the information available on occupancy, space utilization
and population density should be used to best manage the other building systems. This
information may be connected directly to schedules of HVAC and lighting controls to
ensure the systems are only occupied when spaces are reserved, or may be useful
indicators to system operators of expected building population for a given day.
• If tenant space is flexible and reservations are required, building managers and operators
should consider using the reservation system to “dynamically stack” the building. By
consolidating the population into a select area, areas, wings or entire floors could be put
into an “unoccupied” mode, reducing the energy use. This dynamic stacking requires
flexible tenants and tenant spaces but offers great energy savings when fully deployed.
• Occupancy counting systems should be configured to capture all entry and egress
locations, excluding emergency exits. The data from these systems should be a live
picture of the population inside a building.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
• Occupancy counting systems should be designed and installed with methods of utilizing
the data they create. This data could be useful for digital signage (normalizing energy
usage per person), HVAC control, security or other building operations.
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GSA Public Building Service
Facilities Management & Services Program
________________________________________________________________________________
3.2 Commissioning
Beyond design coordination, it is important to ensure that systems are commissioned as
integrated systems as well as standalone systems. Commissioning agents should have a
thorough understanding of the system integration and the fail-over sequences in cases that the
integration is lost. These sequences should be tested including a test to ensure the failover and
return-to-normal operations execute as expected.
3.3 Training
System training is crucial to the success of smart building systems and programs. Training on
systems should cover day to day operation of the building systems as well as detailed system
maintenance, administration and troubleshooting. This training should be recorded for future
building operators to reference and re-train. Project teams should ensure that system training is
budgeted for and that system turnover is well documented.
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