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SECTION [26 09 13] [16290]

Electrical Power Monitoring


Energy & Power Management System from Square D™ by Schneider Electric

Schneider Electric Editor’s Note:


This guide specification is written in accordance with the Construction Specifications Institute (CSI) Master Format.
This section must be carefully reviewed and edited by the architect or the engineer to meet the requirements of the
project. Coordinate this section with other specification sections within the Contract Documents and Drawings.
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This specification may be used in whole or in part. It is intended that this document specify subcomponent
products to be referenced by other specification sections or drawings for the furnishing of completed
assemblies or systems. The Part 2 – Product subsections may also be copied into other specification
sections in lieu of including this specification section in the Contract Documents.

PART 1 GENERAL

1.00 SUMMARY

A. Scope: Furnish and install an Energy and Power Management System (EPMS) as detailed on
the Drawings and as herein specified. The system is defined to include data and analytics
functionality in the broad categories of (a) energy performance optimization, (b) power
reliability and availability, and (c) sustainability metrics. Features like real-time monitoring,
alarming and event management, energy, power, and sustainability data analytics and
visualization will facilitate the following functions at a high level:
1. Analyze energy usage and uncover savings opportunities.
2. Meet and exceed energy efficiency and sustainability standards and certifications.
3. Measure return on investment of energy capital projects.
4. Allocate and bill energy costs accurately to processes, tenants, cost centers, and
departments.
5. Decrease the frequency and duration of unplanned outages.
6. Improve workplace safety by minimizing exposure to electrical hazards.
7. Provide accurate and automated documentation for regulatory compliance.
8. Improve the effectiveness of equipment maintenance activities.
9. Manage multiple power generation sources effectively.
10. Increase the return on electrical distribution assets.
11. Measure and achieve sustainability targets.

B. The work specified in this Section includes but shall not be limited to the following:
1. Hardware—such as metering devices for monitoring, protection, and control; device
communication interface hardware; servers; mobile or workstation devices; and ancillary
equipment.
2. Software—such as on premise installed software and cloud based software-as-a-service
(SaaS) applications.
3. Services, support, and training.

C. The EPMS shall use Ethernet as the high-speed backbone network for device
communications.

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Electrical Power Monitoring 12/10/2018
D. The high-speed network shall allow direct access to data provided by the power monitoring
devices for implementing automatic control.

E. Data and analytics provided by the EPMS system for centralized display, analysis, logging,
alarming, event recording, and other EPMS operations shall be accessible from a computer
workstation with supported operating system and interface software.

F. The EPMS shall be manufactured by Schneider Electric, or approved equal using Schneider
Electric’s EPMS system components as the basis-of-design products.

G. Single Source Responsibility: Obtain LV Switchgear, Breakers, Metering Devices, Gateways,


Energy Servers and required accessories from a single source with resources to produce
products of consistent quality in appearance and physical properties without delaying the
work. Materials not produced by the manufacturer shall be acceptable to and approved by the
manufacturer.

1.01 REFERENCES

A. General: The publications listed below form a part of this Specification to the extent
referenced. The publications are referred to in the text by the basic designation only. The
edition or revision of the referenced publications shall be the latest date as of the date of the
Contract Documents, unless otherwise specified.

B. All metering devices shall be UL 508 listed, CSA approved, and have CE marking.

C. The system shall comply with the applicable portions of NEMA standards. In addition, the
control unit shall comply with FCC emission standards specified in Part 15, Sub-Part J for
Class A application.

D. The Energy and Power Management System and components shall comply with codes and
standards as applicable.

1.02 SUBMITTALS

A. Product Data: EPMS product catalog sheets and technical data sheets specifying physical
data and electrical performance, electrical characteristics, and connection requirements of
each device shall be supplied under the EPMS scope of work.

B. Drawings, Documentation, Operation and Maintenance (O&M) Manuals:


1. EPMS drawings shall show elementary and interconnection diagrams for all relevant field-
monitoring devices and networking components including power, signal, control,
communications wiring and network addresses. Drawings shall identify network
connections and protocols. Drawings shall identify device room locations and
recommended installation notations. Specific locations and mounting details are subject
to the discretion and responsibilities of the installation contractor. Where LV Switchgear
interconnection is specified, drawings shall not be typical, but shall be provided for each
Switchgear and Breaker furnished.
2. Sequence of operation (for control applications such as automatic transfer schemes, load
control, etc.), layout drawings, as-built wiring diagrams, bill of material, spare parts list,
and component catalog information shall be included in a final documentation package
that will be delivered to the owner prior to training

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Electrical Power Monitoring 12/10/2018
1.03 QUALITY ASSURANCE

A. Manufacturer Qualifications: Manufacturer shall be a firm engaged in providing EPMS


systems, and shall be able to prove an installed base of such systems successfully operating
in at least one hundred customer sites for a minimum of five years.

B. The EPMS vendor shall bear full responsibility to ensure that the EPMS system performs as
specified.

C. The EPMS solution shall be fully tested in a test-bed environment with hardware devices
representative of a large scale functional power distribution system (including both physical
and simulated devices) such as advanced power quality meters, low voltage main meters, low
voltage feeder meters, circuit breaker trip units, transformer monitoring units, protective
relays, branch circuit power meters, etc. Documented test results including system response
times, network performance, and recommended network architectures shall be published and
provided upon request.

D. No products shall violate patents filed in any country.

PART 2 PRODUCTS

2.00 METERING—MV MAINS—STANDARD

A. The metering device used to monitor medium voltage mains for network management, energy
cost allocation, power quality analysis, asset management, operational efficiency, and
compliance reporting, shall have at minimum the following features:
1. Voltage and current inputs—three (3) phase inputs; direct connect to circuits up to 600
VAC, eliminating the need for voltage (potential) transformers; five (5) amperes (A)
nominal current inputs.
2. Supported measured and calculated metering parameters—four-quadrant metering, full
range of three (3) phase voltage, current, power and energy measurements, percentage
unbalance, power factor (true and displacement per phase and three (3) phase) demand
(minimum/maximum, present demand interval, running average demand, and predicted
demand), total harmonic distortion (THD), individual current and voltage harmonics
readings.
3. High accuracy standards—meets stringent IEC and ANSI measurement accuracy
standards such as IEC 62053-22 Class 0.2S, ANSI C12.20 0.2 Class 10 and 20.
4. High-visibility display with the following characteristics:
a. User programmable to display up to four (4) quantities per screen.
b. Capable of displaying graphical metering data such as phasor diagrams, watt-hour
disk simulator, spectral components etc.
c. Capable of displaying harmonics content (THD, K-factor, crest-factor) in histogram
format.
5. I/O: integrated or expandable with the following characteristics:
a. Minimum four (4) digital inputs and four (4) digital outputs for equipment
status/position monitoring and equipment control/interface.
b. Minimum four (4) analog inputs (4-20 mA).
c. Pulse output relay operation for kWh/kVARh total/imported/exported.
6. Communications Capability—multi-port serial and Ethernet communications with at least
two Modbus serial ports and one Ethernet port offering e-mail on alarm, web server, and
an Ethernet-to-serial RS-485 gateway able to serve as a Modbus Master in a

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Electrical Power Monitoring 12/10/2018
communication network, either through reading and logging data from other Modbus
devices, or serving as a Modbus serial to Ethernet gateway.
7. On-board logging:
a. Non-volatile time stamps with on-board logging of I/O conditions,
minimum/maximum values, energy and demand, maintenance data, alarms, and all
measured parameters; trending and short-term forecasting of energy and demand.
b. Ability to record all parameters in the meter and trigger multiple such recordings in
continuous succession (triggered manually or through internal event conditions,
including periodic timers or set-point activity).
c. Continuous recording of intervals from 100 years down to one-half (½) cycle.
d. Number of records (depth) and overflow conditions (stop-if-full or circular) shall be
programmable
8. On-board web server can be used for:
a. Access to real-time values and basic power quality information using standard web
browser.
b. Basic meter configuration.
9. Alarming capabilities:
a. Set-point driven alarming capability in which the meter has the capability of learning
set-point limits based on the system behavior.
b. Generate an email notification upon an alarm condition.
c. Millisecond resolution timestamp on alarm entries.
d. Support consecutive high-speed triggers for alarms and waveform recording,
triggering on a cycle-by-cycle basis with no “dead” time between events (i.e. no
need for a re-arming delay time between events).
e. Operate relays or initiate data logging captures on alarm conditions
f. Control all digital output relays in an AND or an OR configuration, using pulse mode
or latch mode operation, for control and alarm purposes.
g. Combine all logical combinations of available set-point conditions to control an
internal or external function/event.
10. Time-stamped event log (1 millisecond (ms.) resolution) with the following characteristics:
a. Support at least 500 events, programmable up to a maximum of 20000 events.
b. For each event, record date and time, cause and effect, and priority.
c. Record all events relating to set-point activity, relay operation and self-diagnostics.
d. Capable of synchronizing time stamps between devices on the same serial
communications network to within 100 ms.
e. Minimum event recording response time is one-half (½) cycle (8.3ms 60Hz, 10ms
50Hz) for high-speed events and one (1) second for other events.
f. Programmable set-point events.
11. Power quality analysis and compliance monitoring:
a. Without separate software, have the following capabilities:
1) Display statistical indicators of power quality on the front display.
2) Compare power quality parameters (present, predicted, average, or calculated
values) with an absolute or relative set point, and alert (via e-mail or pager), or
enable control (via a local interface to power quality (PQ) mitigation
equipment/control systems through relays and analog or digital outputs) if set-
point is exceeded.
3) Support EN50160 reporting for compliance monitoring.
b. Third party laboratory tested to the power quality standards—IEC 61000-4-30 Class
'A' 2nd edition, IEC 61000-4-15 – Flicker.
c. Low pass anti-aliasing signal filters to meet the requirements of IEC 61000-4-
7:2002.
12. Fault recording and waveform capture:

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a. Simultaneously capture voltage and current channels for sub-cycle disturbance,
transients, as well as multi-cycle sags, swells and outages in quick succession,
without dead time between recordings.
b. 1024 samples per cycle waveform recording, minimum 17/20 μs transient capture
(60/50 Hz).
c. Configurable to provide COMTRADE waveforms for all captures.
13. Disturbance detection:
a. High-speed sag/swell detection of voltage disturbances on a cycle-by-cycle basis,
providing duration of the disturbance, the minimum, maximum, and average value of
the voltage for each phase during the disturbance.
b. Detect disturbances less than one cycle in duration.
c. Determine the location of a disturbance more quickly and accurately by determining
the direction of the disturbance relative to the meter. Capture analysis results in the
event log, along with a timestamp and confidence level indicating level of certainty.
14. Programmability:
a. Capable of deriving values for combinations of measured or calculated parameters,
using arithmetic, trigonometric, logic, thermocouple linearization, and temperature
conversion functions.
b. Capable (through a graphical flexible programming language) of creating
programmable modules with metered and input data, through arithmetic and logic
operations (such as minimum, maximum, set point, digital input, digital output, etc.)
that can be arbitrarily linked together to create application functionality.

2.01 METERING—LV MAINS—STANDARD

A. The metering device used to monitor the medium voltage mains for network management,
energy cost allocation, power quality analysis, asset management, operational efficiency, and
compliance reporting, shall have at minimum the following features:
1. High-visibility color graphical display.
2. Direct connect to circuits up to 600 VAC, eliminating the need for voltage (potential)
transformers; Four metered 5 A nominal current inputs for 3 phase measurement plus
neutral.
3. Supported monitoring parameters—full range of 3-phase voltage, current, power, and
energy measurements, total harmonic distortion (THD), individual current and voltage
harmonics readings, waveform capture, voltage and current disturbances (dip/swell)
detection, ability to determine the location of a disturbance (upstream or downstream).
4. COMTRADE—up to 255 COMTRADE disturbance capture files available directly from
meter via FTP and providing client notification of new captures through IEC 61850
(RDRE logical node).
5. Power Quality compliance—without using separate software, determine statistical
indicators of power quality that include but are not limited to voltage dips and swells,
harmonics, and frequency in accordance with EN 50160 power quality standard and
provide an indication of pass/fail in a web interface; Third party laboratory tested to the
power quality standard IEC 61000-4-30 Class 'S’.
6. User customization—capable of deriving values for any combination of measured or
calculated parameters using arithmetic, trigonometric, and logic functions through
graphical, flexible object oriented, programmable modules. Modules can be linked
together in an arbitrary manner to create functionality such as totalization, efficiency
measurements, control functions, load shedding, demand response, power factor
correction, and compliance monitoring.
7. Communications capability—multi-port Ethernet and serial communications with at least
two Ethernet ports and one RS485 serial port. Functionality through Ethernet connectivity
includes e-mail on alarm, e-mail interval energy data, on-board web server, SNMP

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network management, NTP time synchronization, Ethernet-to-serial RS-485 gateway,
Modbus, DNP3, and IEC 61850.
8. On-board logging—non-volatile time stamped on-board logging of input/output (I/O)
conditions, minimum and maximum values, energy and demand, maintenance data,
alarms, and any measured parameters; trending and short-term forecasting of energy
and demand; custom alarming with time stamping in which the meter has the capability of
learning set-point limits based on the system behavior; trigger alarms on at least 50
definable power or I/O conditions; use of Boolean logic to combine alarms.
9. I/O—at least three (3) digital inputs and one (1) digital output for equipment
status/position monitoring and equipment control or interfacing with millisecond
timestamp.
10. Expandable I/O—the ability to add optional I/O of at least 24 digital inputs and 16 relay
outputs, 16 analog inputs and eight (8) analog outputs, or combinations of digital and
analog I/O in the field.
11. Disturbance direction – provide an indication of the location of each power system event
as “up stream” or “down Stream” along with the level of confidence of the location

2.02 METERING—LV FEEDERS—STANDARD

A. The metering device used to monitor the medium voltage mains for network management,
energy cost allocation, power quality analysis, asset management, operational efficiency, and
compliance reporting, shall have at minimum the following features:
1. High-visibility color graphical display.
2. Direct connect to circuits up to 600 VAC, eliminating the need for voltage (potential)
transformers; Four metered 5 A nominal current inputs for 3 phase measurement plus
neutral.
3. Supported monitoring parameters—full range of 3-phase voltage, current, power, and
energy measurements, total harmonic distortion (THD), individual current and voltage
harmonics readings, waveform capture, voltage and current disturbances (dip/swell)
detection, ability to determine the location of a disturbance (upstream or downstream).
4. COMTRADE—up to 255 COMTRADE disturbance capture files available directly from
meter via FTP and providing client notification of new captures through IEC 61850
(RDRE logical node).
5. Power Quality compliance—without using separate software, determine statistical
indicators of power quality that include but are not limited to voltage dips and swells,
harmonics, and frequency in accordance with EN 50160 power quality standard and
provide an indication of pass/fail in a web interface; Third party laboratory tested to the
power quality standard IEC 61000-4-30 Class 'S’.
6. User customization—capable of deriving values for any combination of measured or
calculated parameters using arithmetic, trigonometric, and logic functions through
graphical, flexible object oriented, programmable modules. Modules can be linked
together in an arbitrary manner to create functionality such as totalization, efficiency
measurements, control functions, load shedding, demand response, power factor
correction, and compliance monitoring.
7. Communications capability—multi-port Ethernet and serial communications with at least
two Ethernet ports and one RS485 serial port. Functionality through Ethernet connectivity
includes e-mail on alarm, e-mail interval energy data, on-board web server, SNMP
network management, NTP time synchronization, Ethernet-to-serial RS-485 gateway,
Modbus, DNP3, and IEC 61850.
8. On-board logging—non-volatile time stamped on-board logging of input/output (I/O)
conditions, minimum and maximum values, energy and demand, maintenance data,
alarms, and any measured parameters; trending and short-term forecasting of energy
and demand; custom alarming with time stamping in which the meter has the capability of

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learning set-point limits based on the system behavior; trigger alarms on at least 50
definable power or I/O conditions; use of Boolean logic to combine alarms.
9. I/O—at least three (3) digital inputs and one (1) digital output for equipment
status/position monitoring and equipment control or interfacing with millisecond
timestamp.
10. Expandable I/O—the ability to add optional I/O of at least 24 digital inputs and 16 relay
outputs, 16 analog inputs and eight (8) analog outputs, or combinations of digital and
analog I/O in the field.
11. Disturbance direction – provide an indication of the location of each power system event
as “up stream” or “down Stream” along with the level of confidence of the location.

2.03 SUB METERING—INDIVIDUAL CIRCUITS—STANDARD

A. The metering device used to monitor circuits for purposes of network management, energy
cost management, energy allocation, and operational efficiency shall have the following
minimum features:

1. Connections and form factor - direct connect to circuits up to 600 VAC, eliminating the
need for voltage (potential) transformers; five (5) amperes (A) nominal current inputs.
Removable connectors for voltage inputs, control power, communications, inputs and
outputs; easily mountable in the pre-made cutout without tools; form factor shall be ¼
DIN with 92 X 92 cut-out and 96 x 96 panel mount integrated display.
2. Supported monitoring parameters—full range of 3-phase voltage, measure each phase
and neutral current using 4 current inputs, power and energy measurements, power
factor, frequency, total harmonic distortion (THD), individual power harmonics (up to 63 rd
order).
3. Accuracy standards - use four-quadrant metering and sample current/voltage
simultaneously without gaps with 128 samples per cycle (zero blind); comply with ANSI
C12.20 class 0.2 and IEC 61557-12 class 0.2 for revenue meters.
4. Display - Backlit dot-matrix LCD display, anti-glare and scratch resistant with a minimum
of 128 x128 pixels, capable of displaying four values in one screen simultaneously; a
summary screen to allow the user to view a snapshot of the system; support either
integrated or remote display.
5. Support four (4) digital inputs for Demand Synch Pulse, Time Synch Input, and
Conditional Energy Control; have two (2) digital outputs that operate either by user
command sent over communication link, or in response to a user defined alarm or event.
6. Communications - serial RS-485 Modbus, Ethernet Modbus TCP, and Ethernet BACnet
IP (BTL listed); provide two Ethernet ports to allow wiring from meter to meter as a daisy-
chain; be capable of serving data over the Ethernet network accessible through a
standard web browser; the monitor shall contain default pages from the factory.
7. Onboard data logging capabilities - to log data, alarms and events; logged information
shall include data logs, minimum/maximum log files of selected parameter values, and
alarm logs for each user defined alarm or event log; support the following on-board
nonvolatile memory—14 parameters every 15 minutes for 90 days.
8. Alarming capabilities - support 29 set-point driven alarms, four (4) digital alarms, (4) unary
alarms, 10 Boolean alarms and five (5) custom alarms; user definable alarm events; set-
point driven alarms shall be available for voltage/current parameters, input status, and
end of interval status; shall send emails and/or text messages containing alarm condition
indication via Simple Mail Transfer Protocol [SMTP]; Shall have the capability to manage
and monitor devices on the IP network via Simple Network Management Protocol
[SNMP]; Indication of an alarm condition shall be delivered by SNMP Traps.
9. Firmware-upgradeable to enhance functionality through the Ethernet or serial
communication connection and shall allow upgrades of individual meters or groups.

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10. Integrated gateway functionality, enabling the capability to connect via Ethernet to
downstream, serially connected devices.
11. Designed accordingly to eco-design complying with ISO 14062, especially MCCB
materials shall be halogen free type; designed for easy disassembly and recycling at end
of life, and comply with environmental directives ROHS and WEEE.
1. The meter shall provide 4 digital inputs configurable for input metering with on-board
pulse weight calculation and conversion to standard units for external water, air, gas,
electrical or steam (WAGES) meters

2.04 METERING—UTILITY REVENUE

A. The revenue grade metering device used to monitor incoming utility medium voltage mains
for grid revenue, substation automation, network management, energy cost allocation, power
quality analysis, asset management, operational efficiency, and compliance reporting, shall
have at minimum the following features:
1. Form factor—ANSI socket 9S, 29S, 35S and 36S; user-selectable 9S, 29S, and 36S; FT-
21 switchboard/draw-out style
2. Voltage and current inputs—three (3) phase inputs; Direct connect to circuits up to 600
VAC, eliminating the need for voltage (potential) transformers; five (5) amperes (A)
nominal current inputs; equipped with two spring-loaded socket grounding tabs to ensure
reliable electrical contact; optional mechanical bonding ground.
3. Supported measured and calculated metering parameters—four-quadrant metering, full
range of three-phase voltage, current, power and energy measurements, percentage
unbalance, power factor (true and displacement per phase and three-phase) demand
(minimum/maximum, present demand interval, running average demand, and predicted
demand), total harmonic distortion (THD), individual current, and voltage harmonics
readings.
4. High accuracy standards—meet in a single device over the Class 2/10/20 current classes
in a single device (over all environmental conditions and influence factors outlined in the
standard and its referenced standards).
a. Less than half the measurement error of ANSI C12.20 class 0.2 accuracy over the
Class 2/10/20 current classes.
b. Less than half the measurement error of IEC62053-22 class 0,2S accuracy from
0.010A-20A in a single device.
c. Less than twenty times the measurement error of IEC62053-23 class 2 accuracy
from 0.010A-20A in a single device.
d. Support up to eight (8) points of magnitude and phase correction for each voltage
and current measurement input.
e. Overvoltage/overcurrent protection—capable of meeting all accuracy specifications
after withstanding 500A for one (1) second or 2500 VAC RMS for one (1) minute
(with internal protection disabled).
5. High-visibility display with the following characteristics:
a. User programmable to display up to four (4) quantities per screen.
b. Capable of displaying graphical metering data such as phasor diagrams, watt-hour
disk simulator, spectral components etc.
c. Capable of displaying harmonics content (THD, K-factor, crest-factor) in histogram
format.
6. I/O—integrated or expandable with the following characteristics:
a. Minimum four (4) digital inputs and four (4) digital outputs for equipment
status/position monitoring and equipment control or interfacing.
b. Minimum four (4) analog inputs (4-20 mA).
c. Pulse output relay operation for kWh/kVARh total/imported/exported.

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7. Communications Capability.
a. Ethernet, RS485/232 serial, ANSI 12.18 compliant optical port.
b. Protocol support: DNP3.0(Ethernet/serial); Modbus slave/mastering
(Ethernet/serial); SMTP/SNTP(Ethernet); MV90(Ethernet/serial); XML(TCP);
IEC61850(TCP).
c. IRIG-B port to allow GPS time synchronization to +/-1ms accuracy from GPS
source.
d. Automatically e-mail alarm notifications, scheduled system status updates and data
logs on an event-driven or scheduled basis.
8. On-board logging.
a. Non-volatile time stamps with on-board logging of I/O conditions,
minimum/maximum values, energy and demand, maintenance data, alarms, and
any measured parameters; trending and short-term forecasting of energy and
demand.
b. Ability to record any parameter in the meter and trigger multiple such recordings in
continuous succession (triggered manually or through internal event conditions,
including periodic timers or set-point activity).
c. Continuous recording of intervals from 100 years down to ½ cycle.
d. Number of records (depth) and overflow conditions (stop-when-full or circular) shall
be programmable.
9. On-board web server that can be used for:
a. Access to real-time values and basic power quality data through a web browser.
b. Basic meter configuration.
10. Alarming capabilities:
a. Set-point driven alarming capability.
b. Generate an email notification upon an alarm condition.
c. Millisecond resolution timestamp on alarm entries
d. Support consecutive high-speed alarm conditions for alarms and waveform
recording, triggering on a cycle-by-cycle basis with no “dead” time between events
(i.e., no need for a re-arming delay time between events).
e. Operate relays or initiate data logging captures on alarm conditions.
f. Control any number of digital output relays in an AND or an OR configuration using
pulse mode or latch mode operation for control and alarm purposes.
g. Combine any logical combination of any number of available set-point conditions to
control an internal or external function or event.
11. Time-stamped event log (one (1) millisecond resolution) with the following characteristics:
a. Support at least 500 events, programmable up to a maximum of 20000 events.
b. For each event, record date and time, cause and effect, and priority.
c. Record all events relating to set-point activity, relay operation, and self-diagnostics.
d. Capable of synchronizing time stamps between devices on the same serial
communications network, to within 100 milliseconds.
e. Minimum event recording response time is ½ cycle (8.3ms 60Hz, 10ms 50Hz) for
high-speed events and one (1) second for other events.
f. Programmable set-point events.
12. Power quality analysis and compliance monitoring.
a. Without separate software, have the following capabilities:
1) Display statistical indicators of power quality on the front display.
2) Compare power quality parameters (present, predicted, average, or calculated
values) with an absolute or relative set point. When set-point is exceeded, alert
via e-mail or pager, or enable control via a local interface to PQ mitigation
equipment or control systems through relays and analog or digital outputs.
3) Support EN50160 reporting for compliance monitoring.
b. Third party Laboratory tested to the power quality standards IEC 61000-4-30 Class
'A' 2nd edition, IEC 61000-4-15, and Flicker.

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c. Low pass anti-aliasing signal filters to meet the requirements of IEC 61000-4-
7:2002.
13. Fault recording and waveform capture.
a. Simultaneously capture voltage and current channels for sub-cycle disturbance,
transients, as well as multi-cycle sags, swells and outages in quick succession,
without dead time between recordings.
b. 1024 samples per cycle waveform recording, minimum 17/20 μs transient capture
(60/50 Hz).
c. Configurable to provide COMTRADE waveforms for all captures.
14. Disturbance detection.
a. High-speed sag/swell detection of voltage disturbances on a cycle-by-cycle basis,
providing duration of the disturbance, the minimum, maximum, and average value of
the voltage for each phase during the disturbance.
b. Detect disturbances less than one cycle in duration.
c. Determine the location of a disturbance more quickly and accurately by determining
the direction of the disturbance relative to the meter. Capture analysis results in the
event log, along with a timestamp and confidence level indicating level of certainty.
15. Programmability.
a. Capable of deriving values for any combination of measured or calculated parameter
using arithmetic, trigonometric, logic, thermocouple linearization, and temperature
conversion functions,
b. Capable (through a graphical flexible programming language) of creating
programmable modules with metered and input data through arithmetic and logic
operations (such as minimum, maximum, set point, digital input, digital output, etc.)
that can be arbitrarily linked together to create application functionality.
16. System Integration—capable of integrating with custom reporting, spreadsheet, database
and other applications with XML compatible data.

2.05 METERING—TRANSFER SWITCHES—STANDARD

A. The metering device used to monitor transfer switches for purposes of automated generator
test documentation such as Emergency Power Supply System (EPSS) Test Automation, shall
have at minimum the following features:
1. High-visibility color graphical display.
2. Direct connect to circuits up to 600 VAC, eliminating the need for voltage (potential)
transformers; Four metered 5 A nominal current inputs for 3 phase measurement plus
neutral.
3. Supported monitoring parameters—full range of 3-phase voltage, current, power and
energy measurements, total harmonic distortion (THD), individual current and voltage
harmonics readings, waveform capture, and voltage and current disturbance (sag/swell)
detection.
4. Communications capability—multi-port Ethernet and serial communications with at least
two Ethernet ports and one RS485 serial port. Functionality through Ethernet connectivity
includes e-mail on alarm, e-mail interval energy data, on-board web server, SNMP
network management, NTP time synchronization, Ethernet-to-serial RS-485 gateway,
Modbus, DNP3, and IEC 61850.
5. On-board logging—non-volatile time stamped on-board logging of input/output (I/O)
conditions, minimum and maximum values, energy and demand, maintenance data,
alarms, and any measured parameters; trending and short-term forecasting of energy
and demand; custom alarming with time stamping in which the meter has the capability of
learning set-point limits based on the system behavior; trigger alarms on at least 50
definable power or I/O conditions; use of Boolean logic to combine alarms.

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6. I/O—at least four (4) digital inputs and four (4) digital outputs for equipment
status/position monitoring, and equipment control or interfacing.

2.06 METERING—GENERATORS—STANDARD

A. The metering device used to monitor generators for purposes of automated generator test
documentation, Emergency Power Supply System (EPSS) Test Automation, shall have, at
minimum, the following features:
1. Direct connect to circuits up to 600 VAC, eliminating the need for voltage (potential)
transformers; five (5) amperes (A) nominal current inputs.
2. Supported monitoring parameters—full range of three (3)-phase voltage, current, power
and energy measurements, total harmonic distortion (THD), individual current and
voltage harmonics readings, waveform capture, and voltage and current disturbance
(sag/swell) detection.
3. Power quality analysis and compliance monitoring—a choice of THD metering, individual
current and voltage harmonics readings, waveform capture, and voltage and current
disturbance (sag/swell) detection.
4. High-visibility display.
5. I/O—at least four (4) digital inputs and four (4) digital outputs for equipment
status/position monitoring and equipment control or interfacing, four (4) analog inputs (4-
20 mA) to monitor engine parameters such as oil pressure, coolant temperature, etc.
6. Communications Capability—multi-port serial and Ethernet communications with at least
two Modbus serial ports and one Ethernet port. The Ethernet port offers e-mail on alarm,
web server and an Ethernet-to-serial RS-485 gateway able to serve as a Modbus Master
in a communication network, either through reading and logging data from other Modbus
devices, or serving as a Modbus serial to Ethernet gateway.
7. On-board logging—non-volatile time stamped on-board logging of I/O conditions,
minimum/maximum values, energy and demand, maintenance data, alarms, and any
measured parameters; trending and short-term forecasting of energy and demand;
custom alarming with time stamping; trigger alarms on at least 50 definable power or I/O
conditions; use of Boolean logic to combine alarms. The meter shall have the capability
to learn alarm setpoint limits based on system behavior.
8. High accuracy standards—meets stringent IEC and ANSI measurement accuracy
standards such as IEC 62053-22 Class 0.2S, ANSI C12.20 0.2 Class 10 and 20.
9. Digital fault recording—simultaneously capture voltage and current channels for sub-cycle
disturbance, transients, as well as multi-cycle sags, swells and outages; 1024 samples
per cycle waveform recording, 20/17 μS transient capture (50/60 Hz).
10. Disturbance direction detection—determine the location of a disturbance more quickly
and accurately by determining the direction of the disturbance relative to the meter.
Analysis results are captured in the event log, along with a timestamp and confidence
level indicating level of certainty.
11. Integration of fuel parameters—communications with the fuel monitoring system shall
provide integration of parameters such as fuel level, water content, run time remaining
with fuel on hand, etc. Communications shall be direct or through a protocol converter.
12. Battery Health Monitoring—the system shall be capable of capturing the voltage of the
engine start battery during engine starting with a minimum sampling rate of one sample
per millisecond for purposes of signature analysis.

2.07 METERING—ENCLOSURES

A. Any metering enclosed cabinets supplied shall meet the following specifications:
1. Minimum UL type 1 listed steel enclosure with factory-supplied knockouts.
2. Lockable and provide for the application of a security seal.

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3. Available options for NEMA Type 1 and Type 3R applications.
4. Single set of incoming terminals for connecting the voltage metering leads.
5. Control power and voltage sensing power separated for distribution to each meter from
main set of incoming terminals.
6. External control power transformers not required for any power systems up to, and
including, 480 volts.
7. Standard wiring harnesses for control power and voltage sensing to connect each meter
internally. The harness may daisy chain the voltage connections from meter to meter on
each row of meters. Finger safe terminals to terminate the meter end of the wiring
harness.
8. Common daisy chain wiring for communications wiring, with a single loop for all meters
connected to the circuit and each end terminated in a common location. Communication
wiring installed such that interference from the power wiring is minimized.
9. Shorting terminal blocks for connecting the current transformer leads from the field to all
ordered meters. Factory installed wiring harness shall be provided to connect the CT
circuit from the shorting block to the meter.
10. Capability to field-install meters without cutting or splicing the voltage or communication
wiring harnesses to be provided.
11. Terminal blocks for incoming and outgoing communications circuit connections.

2.08 GATEWAYS AND ENERGY SERVERS—ENERGY SERVER LOCAL

A. The energy server appliance shall collect and log WAGES (water, air, gas, electricity, steam)
data by connecting to meters, as well as environmental parameters, such as temperature,
humidity, and CO2 levels, connected to its inputs and outputs. The appliance shall be capable
of the following:
1. Logging the historical data for up to two years to its own local storage.
2. Communicating directly to compatible on premise software for gateway access to real-
time or historical data used in dashboards, real-time screens, and reports.
3. Basic energy awareness functionality through display of real time and historical energy
data.
4. Entry level energy management software in a box.
5. No software to install. Web pages and data visualization embedded in Energy Server.

B. Gateway Features.
1. The energy server shall have the ability to serve as a Modbus serial to Modbus TCP/IP
gateway for connected software.
2. The energy server shall have the ability to serve as a gateway for connected input
devices.

C. Appliance Operating Features—the appliance shall support the following minimum features:
1. Environmental—operating temperature range -25°C to + 70°C; Humidity 5% to 95%.
2. Power Supply—24 VDC (+/- 10%); Power over Ethernet (POE Class 3, IEEE 802.3 af) at
50 W.
3. Internal Memory—internal memory for web pages used for setup and configuration.
4. Connectivity—support for a maximum of 64 connected devices (serial port, Ethernet
network via another Ethernet gateway or devices with embedded Modbus TCP) for real-
time readings and data logging.
5. Digital Inputs—minimum of six (6) IEC62053-31 Class A with LED indication for status
and pulse reception. The digital input shall be supplied directly from the data logger (see
power supply output section below) or from a 10 to 30 VDC external power supply. The
maximum pulse frequency is 25 Hz.

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6. Analog Inputs—minimum two inputs supporting RTD probes (1% accuracy), 0-10 V
sensors (0.5% accuracy), or 4-20 MA sensors (0.5% accuracy).
7. Ethernet ports—two Ethernet ports, which can be used either as a switch or separated
ports (one (1) IP address for each). Ethernet port shall be configurable as DHCP client or
DHCP server.
8. Serial port—configurable for RS232/485 with 2-wire and 4-wire support.
9. Protocol—Ethernet–Modbus TCP/IP, HTTP, FTP, SNMP (MIB2), TCP, UDP, IP, ICMP,
ARP; Serial–MODBUS.
10. Troubleshooting—indicators to show failure mode and firmware updating; detection and
reporting for device communication loss, CPU and memory overuse, weak GPRS
signals.
11. Power Output – one 12V DC (+/-10%) power supply available for pulse metering contact
or status reading and one 24V DC (+/-10%) power supply available for sensors (analog
inputs)

D. Communications Interface—the appliance shall support the following modes of


communication depending on the specified ordering option:
1. Wi-Fi—two modes, connection to LAN infrastructure as an access point without additional
Wi-Fi infrastructure, shall be supported. The appliance shall support uploading logged
data through the Wi-Fi connection to a centralized server.
2. GPRS/3G—when equipped with the appropriate cellular contract and SIM card, the
appliance shall support uploading logged data through a GPRS or 3G network to a
centralized server. Management of the GPRS/3G telecom contract is the responsibility of
the customer and is out of scope for this specification.
3. Direct Connect (Gateway) —connect directly to compatible on premise software as
specified in the other sections of the specification.
4. Zigbee Pro – The data logger shall be compatible with a Zigbee Pro adapter to
communicate wirelessly to various supported Zigbee devices.

E. Configuration and Setup—appliance configuration shall include the following capabilities:


1. On-board web pages for setup and configuration.
2. Equipped with DPWS (Device Profile for Web Services) technology (available on
Windows operating systems starting with Vista) with two specific web services, discovery
and identification.
3. Login secured with https: SSL protocol.
4. Configure data logging intervals of 5, 15, 30, or 60 minutes.
5. Configure different logging interval for each of six (6) device types–water, air, gas,
electricity, steam, or environmental values.
6. Count and calculate accumulated on time for digital inputs.
7. Export logged data in CSV format.
8. Manage data export through proxy servers.
9. Ability to schedule data file export through email or FTP.
10. Ability to connect to a remote or digital service provider for M2M services.
11. Allow the user to create, edit, delete, download, and import custom device models.
12. Only accept signed firmware from the data logger provider
13. Allow users to set their own passwords which must contain letters, numbers and special
characters and be stored encrypted.

F. Basic Energy Analytics Capabilities—the appliance shall support some basic energy analytics
capabilities without the need for additional software. Features shall include the display of the
following:
1. Real-time data through trends.
2. Historical energy data through dashboards and trends.

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2.09 ENERGY AND POWER MANAGEMENT SOFTWARE—GENERAL

A. The Energy and Power Management System (EPMS) software platform shall facilitate
applications in the broad categories of (a) energy performance, (b) power availability, quality
and reliability, and (c) sustainability performance. At a high level, the feature-set shall provide
functions in:
1. Real-time monitoring.
2. Alarming and event management.
3. Energy cost analysis.
4. Energy, power, and sustainability data analytics and visualization.

B. The basis of design EPMS software platform shall be Schneider Electric’s Power Monitoring
Expert or Schneider Electric’s PowerSCADA Expert.

C. The software platform shall be certified for use as a part of an ISO50001 program and
verifiably support compliance. In addition, the functionality shall support ongoing ISO50001
programs per the following areas of Section 4 of the ISO standard:
1. Energy review.
2. Energy baseline.
3. Energy performance indicators.
4. Monitoring, measurement, and analysis.
5. Input to management review.

D. The EPMS shall verifiably support compliance with EN 16247-1 for energy audits.

2.10 ENERGY AND POWER MANAGEMENT SOFTWARE—REAL TIME MONITORING

A. The Energy and Power Management System (EPMS) software shall provide screens showing
real-time data related to the electrical infrastructure showing incoming utility feeds, medium
voltage, and low voltage distribution. The software shall have the capability to display relevant
real-time data from energy meters and other facility metadata, such as water, air, gas,
electric, and steam meters (WAGES), industrial process data, weather, occupancy, etc.
provided the communications and data infrastructure are in place. The capability to provide
real-time monitoring data within other analytics functions (such as dashboard views), shall
also be provided.

B. Electrical single line diagrams: The EPMS shall include a set of screens showing the
electrical single line diagram for the facility, including the following:
1. Links to navigate between various levels of the single line diagram.
2. Electrical parameters for equipment components on the single line (such as MV
switchgear, MV transformers, generators, unit substations, LV switchboards, UPS,
isolated panel system).
3. Link to power equipment details screens.

C. Equipment details: The EPMS shall include a set of screens showing equipment details
including:
1. Details pertaining to each piece of equipment. This includes a picture of the equipment (if
available), local single line (if applicable), information for each electrical section (for
example, breaker and disconnect switch), and all alarm points.
2. A link to each of the default diagrams of each meter/protection device that apply to the
piece of equipment.

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3. The EPMS shall have a graphic library with standard electrical one-line symbols to
simplify the creation of single line diagrams.

D. Floor plans: The EPMS shall include the capability to overlay the display of real time data on
facility floor plans if digital image files are available. Links to summary screens, equipment
details screens, etc., shall be integrated.

E. Status panel: The EPMS shall include a summary status screen for alarm status indication for
major power equipment components of the electrical distribution system.

F. Web-enabled real-time tables: The system shall have the following capabilities for interactive
side-by-side visualization of real-time measurements:
1. Display a tabular view to compare device readings from multiple meters in the power
monitoring network quickly.
2. Permit users to create, modify, view and share table views through a browser without the
need for a separate software application.
3. Have built-in functions that allow users to easily and instantly filter out measurements
when viewing a table.
4. Support both physical and virtual devices defined in the system.
5. Support exporting real time tabular data into Excel formats.

G. Power monitoring trending: The EPMS shall include graphical charts for real-time trending of
power usage (kW, Volt, Amp, and kWh) or any measurement supported by metered
equipment such as generators and MV/LV switchgear. These trends shall include the
capability to:
1. Trend up to 14 measurements on the same chart (limit may be increased if desired).
2. Customize attributes such as color, line thickness, overlays, display name, and display
units for each data series.
3. View the trend using an auto-scaling or manual chart axis.
4. Adjust the desired time viewing window for the trend.
5. Inspect the trend by zooming and panning to focus in on key areas of the trend.
6. Provide drill-down detail for the highlighted trend data point to help identify root causes of
concern.
7. Trend measurements with different units on the same chart using two different axes.
8. Provide calculated values of minimum, maximum, and average values for a trend.
9. Configure a target threshold line for comparison against actual measurements.
10. Configure up to two target bands with visual indicators to identify when a measurement is
outside specified limits.
11. Display real-time data and/or historical data per data series, with optional back-filling of
the real-time data using historical data.
12. Export trend data to .CSV/Excel format.
13. Access trend data from a web browser or mobile environment.
14. Save specified trends in a library for later use.
15. Share trends with other users or restrict use.
16. Simultaneously view multiple trend charts, or alternatively maximize a selected trend to
display it in full screen mode.

2.11 ENERGY AND POWER MANAGEMENT SOFTWARE—ALARM AND EVENT ANALYSIS AND
NOTIFICATION

A. The Energy and Power Management System (EPMS) software shall provide alarm and event
annunciation features that include the following:

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1. An alarm viewer showing a summary of the active alarms. This viewer shall:
a. Be visible in any screen when logged into the web interface of the system.
b. Display the total number of unacknowledged alarms, and the categorization of those
alarms as high priority, medium priority and low priority.
c. Provide an audible alarm and a simple means for muting the alarm.
d. Allow a simple mechanism to acknowledge alarms for users with appropriate user
privileges.
e. Allow a mechanism to sort and group alarms.
f. Allow a mechanism to set configurable alarm thresholds, for example, high, medium,
and low.
g. Allow a mechanism to create user defined alarm views that fit user defined criteria.
h. Provide an active alarms view to show alarms currently in the active state.

B. The EPMS shall provide an alarm notification system.


1. The alarm evaluation and notification system shall ensure that appropriate staff members
are notified of power system events. The system shall collect data, evaluate alarm
conditions, and annunciate the alarms to specified users through email or SMS text
messages.
2. The alarm evaluation and notification system shall include:
a. An alarm evaluation engine.
b. An alarm notification/annunciation engine that supports annunciation through email
and SMS text messages.
c. Flexible alarm scheduling capabilities.
d. The ability to control “alarm flooding” by intelligent aggregation through alarm
filtering and consolidation.
e. Message delivery mechanisms such as:
1) Electronic mail (Email).
2) Text messaging for cell phones (GSM Modem).
3) Simple Network Management Protocol (SNMP).

2.12 ENERGY AND POWER MANAGEMENT SOFTWARE—DATA ANALYTICS AND VISUALIZATION

A. The Energy and Power Management System (EPMS) software shall provide web-enabled
dashboards.
1. The system shall have a web client interface that presents interactive auto-updating
dashboard views that may contain water, air, gas, electric, and steam (WAGES) energy
summary data, historical data trends, images, and content from any accessible URL
address.
2. Users shall be able to create, modify, view, and share their dashboards (including
graphics, labels, scaling, measurements, date ranges, etc.) using only a browser and
without a separate software application.
3. Users shall be able to create with configurable drag and drop gadgets to show the
following data:
a. Images from any web-based content
b. Energy consumption
c. Energy cost
d. Energy comparison
e. Energy savings
f. Emissions
g. Trends
4. The system shall facilitate kiosk displays by assigning individual dashboards to
slideshows to run in unattended mode, scrolling through designated dashboards at a
configurable time interval.

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5. The system shall permit users to create, save, and share an unlimited number of
dashboards and slideshows.

B. The system shall provide a web-enabled reporting platform.


1. The system shall provide a web-enabled reporting tool to view historical data in pre-
formatted or user-defined report templates.
2. The system shall support reporting on all supported physical devices and virtual (or
calculated) meters as defined in the device hierarchy.
3. The reporting tool shall provide standard pre-formatted report templates for:
a. Billing.
b. Energy cost.
c. Load profile.
d. System-wide interactive power quality with CBEMA/ITIC evaluation.
e. EN50160 compliance.
f. EN50160 Edition 4 compliance.
g. IEE519-1992 Harmonics compliance.
h. IEC61000-4-30.
i. 100 ms. power quality.
j. Energy Usage: period-over-period, by shift, single and multi-device comparison.
k. Tabular and trend report.
l. Alarm and event history.
m. System configuration.
n. Hourly usage report.
o. Single and multi-device usage reports.
4. The reporting tool shall support exporting to the following output formats: .HTML, .PDF,
.TIFF, Excel, and .XML.
5. The reporting tool shall be capable of subscriptions to facilitate automatic distribution of
reports according to a configurable schedule by saving to network locations, email, or
print.
6. The system shall support the ability to trigger the generation and delivery of a pre-
configured report based on pre-specified event criteria. The system shall be capable of
configuring event monitoring detection filters criteria.
7. The reporting tool shall have a framework to support:
a. Simple customizations to reports such as colors, image inclusions, turning report
sections on/off, and logo changes without programming.
8. Additional more complex report customization through a programming kit.

2.13 ENERGY AND POWER MANAGEMENT SOFTWARE—TECHNICAL INFRASTRUCTURE

A. The Energy and Power Management System (EPMS) software shall provide the following
operating system and browser support:
1. All associated core components of the EPMS software operate as Windows operating
system services.
2. The web client interface shall support multiple browsers.

B. The EPMS shall provide the following data management support:


1. Microsoft SQL Server database engine per supported configurations.
2. All network configuration settings relating to device routing and addressing,
communication gateways, distributed I/O servers, and load-distributing application
servers shall be stored in the EPMS databases.
3. Archiving, trimming, and on-demand or scheduled capabilities shall be supported.
4. The capability to view historical data from archived databases shall be included.

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5. The EPMS shall be capable of retrieving data from devices in the monitoring network and
provide the following abilities:
a. Interrogate and download logs of interval, waveform, and alarm data stored onboard
metering devices and related circuit breaker trip units.
b. Interrogate and download logs of interval data generated by the software system
(software-based logging).
c. Interrogate and download logs of alarm and event data generated by the software
system (software-based alarming).
d. Automatically re-arm the waveform recorders upon upload of information.
e. Detect unknown measurement quantities provided by devices in the network, and
automatically generate appropriate database references for those quantities without
user intervention.

C. The EPMS system shall include an Administrative interface with the following management
functions:
1. Security: administer groups and user accounts with role based privileges.
2. Database: initiate backup, archiving, and trimming tasks.
3. Devices: Add or rename devices, map measurements, and communication settings.
4. Connections: Configure connection schedules and manage modem connections.
5. Events: View and manage software system events.

D. The EPMS system shall function without disruptions (including communications, logging, and
alarming) and shall remain online during all system administration functions (such as adding,
modifying, or removing devices in the system; creating, modifying, or removing graphical
diagrams, dashboards, tables, and reports; creating, modifying, or removing application logic
programs in the application logic engine)

E. The EPMS shall support the following device support and management features:
1. The system shall include factory-tested native support for at least 50 electrical distribution
devices (energy and power meters, protection relays, circuit breakers, PLCs, etc.).
2. Native comprehensive device support shall include:
a. Pre-engineered, interactive graphical display screens for viewing and analyzing real-
time and historical device data.
b. All registers pre-mapped to standard measurement names without additional
mapping of internal device registers.
c. Automatic upload of time-stamped onboard data logs, event strings, and waveform
captures without additional configuration.
d. Automatic time synchronization.
3. The system shall support integration with other third party intelligent electronic devices
(IEDs) not directly supported natively.
4. The system shall support logical device definitions for user-friendly device and
measurement names for inputs/outputs or channels on devices that represent a
downstream device (in the case of PLCs and auxiliary inputs) or an individual circuit (in
the case of multi-circuit devices). Bulk-import capability to create large numbers of logical
devices without manual single-device configuration shall be supported.
5. The system shall support the concept of hierarchies to organize devices structurally into
various levels. For example - Tenants/Racks/Circuits, PDUs/RPPs/Panels, or
Buildings/Floors/Rooms. The system shall include the ability to:
a. Aggregate electrical data at any location in the hierarchy.
b. Track hierarchy configuration changes over time.
c. Allow administrators to update names in a given hierarchy at any time (even in the
past) to ensure accurate reporting of associated data points (for example, report on

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energy consumption for a Tenant who has re-located, expanded, added, or removed
circuits during the billing period).
d. Export the hierarchy structure to Excel format.
e. Bulk-import capability to create and edit large hierarchies without manual per-device
setup.

F. Extensibility: The system shall support extensibility in the following ways:


1. Provide a graphical, object-oriented application logic engine to create system-wide logic
modules with arithmetic, XML data import, PC-based alarming, and logging capabilities.
2. The application logic engine shall have a comprehensive set of functions to create
customized applications programs for functions such as weather or real-time price import,
KPI calculations, energy units conversion, data aggregation, data normalization, data
comparison, power loss calculations, power factor control, load shedding, etc.

G. System Integration: The EPMS system shall support system integration in the following ways:
1. Device-level Modbus interoperability.
a. The system shall be capable of supporting Modbus communicating devices and be
capable of functioning as a Modbus master to read/write registers in Modbus
devices for monitoring and control applications.
b. The system shall be capable of Modbus device definition (device drivers) creation to
enable integration of third-party Modbus protocol devices.
2. System-level OPC interoperability.
a. The system shall be OPC DA 2.0.1 compliant (as per the OPC Foundation
Compliance Testing process) for OPC Server and OPC Client data sharing
applications amongst OPC compliant systems.
b. The system shall provide default OPC Server tag mappings for all natively supported
device types without the need to select, configure, or program the mapping of device
registers to OPC tags.
c. The system shall provide a flexible means to add or change OPC mappings and
shall support the ability to add custom measurements.
3. Data-level interoperability.
a. The system shall support the Extract, Transform, and Load (ETL) data log file
transfer mechanism to import and export data log files to integrate functions such as
manual data entry, offline device data import, push data to the cloud, or to other
systems.
b. The system shall include a mapping application for specifying log data file import-
export mappings and import schedules to facilitate import/export in formats such as
.CSV, .XML, etc.
4. Web application level integration.
a. The system shall include:
1) The capability to integrate other web applications into its web interface through
the use of pluggable web content widgets.
2) The capability to supply content such as dashboards, reports, trends and
diagrams to other external web applications through addressable URLs.
5. Web services integration.
a. The system shall include web services integration capabilities for machine-to-
machine interactions with other application software systems with the following
characteristics:
1) Based on SOAP (Simple Object Access Protocol) protocol specification.
2) Provide a Web Services Description Language (WSDL), machine-readable
description.
3) Allow access to real-time, historical (i.e., time stamped), and alarm/event type
data.

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4) Provide the ability to acknowledge alarms by authenticated and authorized
clients.
5) Provide digest authentication functionality.

H. The system shall support internationalization and regional settings for localization. Languages
supported by default are: Chinese (Simplified), Chinese (Traditional), English, French,
German, Italian, Russian, Spanish, Polish, Czech, and Japanese.

I. The EPMS shall support system configuration and advanced analysis tools:
1. The system shall include a monitoring and analysis application with a rich set of power
tools for water, air, gas, electric, and steam (WAGES) energy analysis, power quality
analysis, power system monitoring and control, with the following capabilities:
a. Auto-diagram creation capability to create a comprehensive set of linked hierarchical
graphical diagrams showing devices and their associated device specific diagrams
in the network.
b. Ability to import custom graphics or images to create electrical one-line diagrams,
facility maps, plan views, floor layouts, equipment representations, and mimic
displays.
c. Support for power quality analysis.
1) Plot PQ events on an ITIC/CBMEA curve or SEMI F47 curve.
2) Manual waveform capture.
3) Visualization or analysis tools for sinusoidal electrical waveforms including
waveform overlay, zooming, and calculations for RMS, peak, delta, harmonics
spectrum bar charts, and phasor diagrams.
2. Ability to write to device registers for applications such as resetting, triggering, toggling,
switching, manual waveform capture, controlling remote devices and equipment,
including breakers.
3. Ability to develop custom graphics screens and application logic programs with the
devices being offline or disabled to allow for project development in disconnected mode.

J. The system communications infrastructure shall support the following:


1. Multiple communications network topologies including Ethernet/TCP, serial RS-485/RS-
232, and Modem dial-up connections.
2. The capability to provide time-synchronization signals over an Ethernet network with
16ms accuracy or better.
3. The capability to communicate simultaneously with multiple devices, including devices on
different physical communications channels.
4. Scalability to greater than a thousand devices.
5. The ability to automatically retrieve logged data (interval data, event data, and waveform
data) from natively supported devices without additional configuration.
6. The ability to accept or reject duplicate data entries into the database.
7. The ability to schedule connection times for specific time-periods to conserve bandwidth.
8. The ability to automatically disconnect modem connections when all device data is
database-synchronized (used to minimize long distance phone charges).
9. Support for modem pooling and assignment of communication sites to specific modems
for communications optimization.

2.14 APPLICATIONS—POWER QUALITY MONITORING, COMPLIANCE AND ANALYSIS

A. Power Quality Monitoring: The Energy and Power Management System (EPMS) software
shall provide power quality specific screens and reports as follows.
1. Device Level Power quality summary screen—the data collected by any compliant PQ-
capable metering device shall be summarized to show:

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a. Voltage disturbances, including the date and time of the last disturbance, the count
of the number of transient events, and the count of the number of sag/swell events.
b. Harmonic measurements, including a link to the harmonics log for the particular
device. Additionally, there shall be a link to another screen that shall show the real-
time Total Harmonic Distortion (THD) content and the maximum THD.
c. Flicker measurements.
d. Logged events, including a link to the event log for the particular device.
e. Waveform logs, including a link for waveforms captured during transients and
sag/swell events.
f. Further detailed waveform analysis using a tool shall be provided.

2. System Level Power Quality summary screen—the power quality report shall display all
power quality events collected in the EPMS for one or more measuring points for a given
period of time.
a. The report shall show a summary table of all the events in a given time period and
provide the means to see further details (power quality details report) for any given
event.
b. The summary report shall contain a plot of the Information Technology Industry
Council (ITI) (also known as ITIC or CBEMA) curve that displays the worst
disturbance from each event listed in the summary table. The summary table shall
contain the following components for each event:
1) Event identifier.
2) Source.
3) Event timestamp.
4) Phase identifier for the worst disturbance during this event (ex., "V1").
5) Voltage magnitude for the worst disturbance during this event in % of nominal
(for example, "68.80%")
6) Voltage magnitude maximum and minimum on phases V1, V2 and V3 for the
worst disturbance during this event in % of nominal.
7) Duration for the worst disturbance during this event in seconds (for example,
"0.084s").
8) Disturbance type for the worst disturbance during this event (for example,
"sag").
9) ITI (ITIC, CBEMA) tolerance curve violations (for example, "outside tolerance").
10) Link to the details report for this event.
11) Link to waveform report for the worst disturbance during this event.
c. Each entry in the summary table shall include a link that provides further details for
the given event. The details to be shown are:
1) Disturbance event timestamp.
2) Phase identifier.
3) Voltage magnitude in % of nominal (for example, "68.80%")
4) Voltage magnitude maximum and minimum on phase V1, V2 and V3 in
percentage of nominal.
5) Duration in seconds.
6) Disturbance type.
7) ITI (CBEMA) tolerance curve violations (for example, "outside tolerance").
8) Link to waveform report.
d. Each entry in the summary table shall include a link that shows the waveforms of the
given event (if any exist). The waveforms shown shall be for both the voltage and
current readings of the measuring point.

3. One hundred (100)-millisecond Power Quality Report

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a. This report shall display data recorded at 100 millisecond intervals, with a data table
for the measured point and selected measurement containing columns labeled:
Timestamp, Source Label, Measurement Label, Measurement Unit, and Data Value.

4. IEEE1159.3 Power Quality Data Interchange Format (PQDIF) Support


The system shall provide a mechanism to export power quality data to the non-proprietary
standard PQDIF format with support for the following default templates:
a. Flicker: Short-term and long-term flicker disturbance data on the voltage inputs.
b. Sag/Swell: Sag/swell disturbance data for voltage inputs, including minimum,
maximum and average values.
c. Sag/Swell Waveforms: Waveform data for voltage sag/swell.
d. Steady-state: Steady-state (RMS) data for trending.
e. Steady-state Waveforms: Waveform data for steady-state data.
5. Disturbance Direction Detection
a. For power quality compliant devices, the system will indicate the direction of the
disturbance within the electrical distribution system in event logs, with associated
confidence or certainty rating (for example, “Upstream: Confidence Rating - High”, or
“Downstream: Confidence Rating – Medium” etc.).

B. Power Quality Compliance Reporting


1. EN50160 Edition 4 compliance report
a. The EN50160 voltage characteristics of public distribution systems compliance
report shall display a summary of EN50160 compliance for a set of measuring points
in the system for a given time period for the following components:
1) Power frequency.
2) Supply voltage variations.
3) Flicker severity.
4) Supply voltage unbalance.
5) Harmonic voltage.
6) Inter-harmonic voltages.
7) Mains signaling voltages.
8) Interruptions of supply voltage.
9) Supply voltage dips and swells.
b. Additionally, the report shall allow for detailed drill-down for a given measuring point
and measurement period.

2. IEC61000-4-30 report
The IEC61000-4-30 compliance report shall display a summary of the IEC61000-4-30
compliance for a set of measuring points in the system for a given period. The report
shall:
a. Include the following IEC61000-4-30 components: frequency, supply voltage
magnitude, flicker, supply voltage unbalance and supply voltage THD.
b. Provide a means to manually enter a baseline value for each component.
c. Display a series of trends for each component listed with each component’s
manually entered baseline.
d. Include a data table that displays all the power quality-related events for the given
report period including voltage dips, voltage swells, and voltage interruptions.
3. IEEE 519 Harmonics Compliance report
a. The IEEE519 harmonics compliance report shall have the following capabilities:
b. Provide a mechanism to report on IEEE519 limits.
c. Provide a mechanism to report on user defined limits.
d. Ability to determine voltage and Isc/I-l ratio directly from the device, where Isc is the
maximum short circuit current at the point of common coupling (PCC), and the I-l is
the maximum fundamental frequency demand current.

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e. For both individual and total harmonic voltage distortion, display the following:
1) The allowable IEEE519 limits.
2) The % time out of compliance.
3) The number of non-compliant three-second intervals.
4) The number of total measured intervals.
5) Number of missing or invalid intervals.
6) Compliance levels of Warning, Out of compliance, or Compliant.
7) A maximum value with a time-stamp of when that distortion was measured.
f. For both individual and total harmonic distortion for current, display all the values
specified in the previous section for every range of harmonic orders.
g. For each phase, voltage, and current provide a graphical plot of THD versus time
stamp. On the same plot, plot the allowable limit to allow for visual comparison of
compliance.
h. Provide a graphical plot of“average value of voltage per harmonic” and “average
value of current per harmonic” as a percentage of fundamental frequency, versus
harmonic order to allow for visual identification of the worst harmonic problems.
i. For each phase voltage and current, provide a graphical plot of harmonic content
versus time stamp with simultaneous plot lines for a set of harmonic orders (for
example, h <= 11). This allows the user to identify the harmonic orders associated
with the worst problems to enable mitigation measures such as active filtering.

C. Integration with Power Quality Mitigation Equipment


1. The system shall natively support interfaces with Schneider Electric’s AccuSine™ power
quality mitigation equipment for power factor correction, harmonic filtering, voltage sag
mitigation (UPS), and transient protection to provide end-to-end solutions for monitoring,
correction and optimization of power quality.

2.15 APPLICATIONS—ASSET AND CAPACITY MANAGEMENT

A. Equipment Capacity Planning (NEC 220.87 compliant) reporting shall meet the following
criteria:
1. For each device, monitor maximum load and compare to equipment capacity to indicate
the degree of equipment loading.
2. Highlight when a user configurable threshold (for example, 80%) is exceeded.
3. Provide the ability to report on all power distribution equipment such as automatic transfer
switches, medium and low voltage switch gear, transformers, power distribution panels,
uninterruptible power supply, etc.
4. Show the peak load provided by the transfer switch or other equipment during a time
period and compare the peak load to equipment capacity.
5. Provide a summary of all transfer switches or equipment in a group or daily information
for each piece of equipment in the group.

2.16 APPLICATIONS—ENERGY COST ALLOCATION

A. The Energy and Power Management System (EPMS) software shall include energy cost
allocation and bill generation features designed for the following applications.
1. Internal Cost Allocation
2. Tenant Bill Generation
3. Utility Bill Verification (Shadow Bill Generation)

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B. The EPMS cost allocation and bill generation features shall include
1. Reporting on energy costs for all energy sources - WAGES (Water, Air, Gas, Electrical
and Steam)
2. Aggregating energy costs up to any point in the organizational hierarchy, such as areas,
departments, cost centers, tenants etc.
3. Configurable start and end dates for energy cost reporting.
4. Calculated apportionment by creating virtual measurements allocating percentages of
physical meters, for example, 20% (Meter 2) + 80% (Meter 3).
5. Calculated net metering by creating summed or subtracted physical meters, for example,
Meter 1 + Meter 2 – Meter 3.
6. Common area allocation to allocate calculated values to various entities in the
organization hierarchy
7. Allocation of cost by standard time intervals, such as daily, weekly, monthly, yearly, or by
specified time intervals like production shift
8. Data integrity checks including warnings for data gaps or duplicates.
9. Customization of energy cost reports to allow for custom logos and headers.

C. The EPMS shall include a rate engine with the following capabilities.
1. Pre-engineered rate files for common utility rate structures.
2. Support for rate schedule configuration and business logic through configuration files (no
programming)
3. Support for common rate determinants including:
a. Energy usage (kWh, kVARh, kVAh)
b. Demand (kW, kVAR)
c. Power factor penalties
d. Co-incident demand
e. Time of use rates (off-peak, on-peak, etc.)
f. Seasonal rates (summer, winter, etc.)
g. Daily charges
h. Tiered or block energy rates (kWh)
i. Taxes
j. Dynamic rate formulas
4. Web based interface for rate schedule editing.

D. The EPMS shall include the following user-configurable report templates to facilitate energy
analysis.
1. Billing Report: Billing report for any entity in the hierarchy with
a. configurable time-periods and rate structures
b. Itemized entries with each item in the rate structure and associated costs clearly
specified
2. Billing Summary Report: Billing Report for multiple entities in the hierarchy with
a. Energy costs per entity represented as a subtotal section
b. Grand Total for all entities
3. Multiple Billing Report: Billing Report for multiple entities in the hierarchy with
a. Each individual entity represented as a distinct section
b. Itemized entries with each item in the rate structure and associated costs clearly
specified

E. The EPMS will support customizing the cost allocation reporting to different environments
such as:
1. Industrial Environment:
a. Energy cost while in operation versus shut down, by shift etc.
b. Energy cost per unit of production.

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2. Building Environment:
a. Energy cost while building occupied versus empty.
b. Energy cost per occupant.
3. Data Centers:
a. Energy cost by colocation tenant.
b. Energy cost by PDU, rack etc.
4. Provide above comparisons in graphical format such as bar and pie charts.

F. The EPMS shall have the capability of exporting energy cost data, along with pertinent
metadata, to integrate with external billing systems. The export mechanisms must be flexible
with
1. Support for common data file formats such as xml, csv and multiple files
2. Support for XSLT transformations to customize format to match systems for billing,
accounting, SAP, ERP etc.

2.17 APPLICATIONS—UPS INFRASTRUCTURE MANAGEMENT (DATA CENTERS)

A. The Energy and Power Management System (EPMS) software shall include a report to
compare the current state of the uninterruptible power supply (UPS) system with thresholds
for redundancy design. The report shall help assess the available capacity of the UPS
system(s) in relation to both UPS module de-rating and the intended redundancy design (ex.,
N+1, N+2, 2N, 2(N+1), 2(N+2)). This report shall:
1. Report the available capacity before the designed redundancy is compromised, or show if
the system is oversubscribed and by how much.
2. Graphically display the UPS equipment in its redundancy configuration.
3. Show both graphically and in tabular format during the user-selected time period.
4. Show the redundancy design limit.
5. Show the peak system load.
6. Show the calculated difference between the redundancy design limit and the peak system
load.
7. Show the information rolled-up to a system level, but also in increasingly more granular
detail down to each UPS itself.

2.18 APPLICATIONS—BRANCH CIRCUIT MANAGEMENT (DATA CENTERS)

A. Branch Circuit Configuration.


1. The Energy and Power Management System (EPMS) software shall provide a
mechanism to:
a. Automatically organize branch circuit meter data in to virtual branch circuits. This
includes the ability to support 1-pole, 2-pole, and 3-pole breakers in a
PDU/RPP/busway with mixed breaker types.
b. Provide a browser-based graphical user interface (GUI) to organize and manage the
relationships between branch circuits, PDUs. RPP, busway, IT rack, and IT
customers.
c. The GUI shall also allow for:
1) Simple, efficient work flow that supports the ability to make retroactive changes.
2) The ability to dynamically change associated start and end dates (for example
customer move-in or move-out).
3) Electrical reconfiguration associated with IT customer changes to equipment.
4) Manage key attributes such as breaker size, rack name, rack location, and
Customer name.

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B. Branch Circuit Power Reporting.
1. The EPMS shall provide a report to analyze the average and maximum loading for branch
circuits within the facility. The report can be run with historical configurations of racks,
customers, and circuits. The report shall be filterable by customer name. This report shall
provide:
a. The average and maximum loading (current and power) values of the circuit, and
percentage loads compared to the breaker size.
b. Customer or group name associated with the given rack in the facility.
c. Rack name.
d. Branch circuit assigned to rack.
e. Breaker size (A).
f. Average loading (A).
g. Average loading (kW).
h. Average loading (%).
i. Maximum loading (A).
j. Maximum loading (kW).
k. Maximum loading (%).
l. Report timestamp.

C. Branch Circuit Energy Report.


1. The EPMS shall provide a report to allocate energy usage for customers for billing
purposes. The report shall have configurable date ranges and be run with historical
configurations of racks, customers, and circuits. The report shall be filterable by customer
name. This report shall provide:
a. A detailed rack by rack or summary view for a data center customer’s energy usage.
b. The peak current for each circuit.
c. The energy consumption per rack and customer summary.
d. Title.
e. Facility name.
f. Facility location.
g. Billing ID.
h. Customer name.
i. Rack name.
j. Branch circuit.
k. Start date.
l. End date.
m. Energy (kWh).
n. (Coincident) Current (A).
1) Customer detail (per rack or circuit).
a) Coincident by customer.
b) Coincident by utility.
2) Customer summary (customer total).
a) Coincident by customer.
b) Coincident by utility.
3) Peak (coincident) demand (kW).
4) Customer detail (per rack or circuit).
a) Coincident by customer.
b) Coincident by utility.
5) Customer summary (customer total).
a) Coincident by customer.
b) Coincident by utility.
6) Peak demand time-stamp.

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2.19 APPLICATIONS—GENERATOR INFRASTRUCTURE MANAGEMENT (DATA CENTERS)

A. The Energy and Power Management System (EPMS) software shall include a Generator
Capacity Planning report customizable to accommodate the site’s redundancy with the
following features:
1. Display the available capacity before the designed redundancy is compromised, or show
if the system is oversubscribed and by how much.
2. Graphically display the generator equipment in its redundancy configuration.
3. Show both graphically and in tabular format for the backup generator system, during the
user-selected time period.
4. Display the redundancy design limit.
5. Display the peak system load.
6. Display the calculated difference between the redundancy design limit and the peak
system load.

B. The EPMS shall include a mechanism to document Backup Generator System testing for a
written record of generator system inspection, performance, testing, and repairs. The EPMS
shall include screens relating to generator system testing providing:
1. General information—generator name, nameplate ratings, and description.
2. Testing evaluation data—test load and test duration.
3. Generator status—starting, running, stopped.
4. Engine data—oil pressure, coolant temperature, and other user-defined measurements
(as available).
5. Exhaust gas data—exhaust gas temperature (left/right) when available.
6. Electrical data—voltage, current, power (active, reactive, apparent), power factor, load
percentage, and frequency.

C. The EPMS shall include a Generator Test Report showing:


1. Generator summary section displaying the overall grade (pass/fail) of the test (provided
the “include pass/fail indicator” has been configured) and the test evaluation method
used.
2. Generator load summary section showing:
a. Load graph—when using the load evaluation method, the graph shall compare
actually recorded test data to the required load threshold. When using the “exhaust
gas temperature evaluation method,” the graph shall show the minimum required
exhaust gas temperature along with recorded test data. When using the “load bank
testing method,” the graph shall compare applicable acceptable power load
thresholds with the respective test data.
b. Minimum, maximum, and average table—when using the load evaluation method,
the min, max and average table shall contain corresponding values for active power,
apparent power, current per phase, L-N, and L-L voltages. When using the load
bank testing method the minimum, maximum, and average table shall contain
corresponding values for each of the applicable stages.
c. Generator exhaust temperature summary section—this section shall include the
beginning and end date and time (HH:MM:SS) for the longest continuous
temperature (LCT) at or above the manufacturer recommended minimum exhaust
gas temperature. In addition, the manufacturer recommended minimum exhaust gas
temperature, the required run duration (minutes) and the pass/fail status based on
the LCT shall be displayed.
3. Exhaust temperature graph—this graph shall display the required manufacturer
recommended minimum exhaust gas temperature and the actual recorded exhaust gas
temperature data.

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4. Minimum, maximum, and average exhaust temperature table—this table shall display the
minimum, average, and maximum exhaust temperature readings for longest continuous
temperature at or above the minimum acceptable exhaust temperature.

D. The EPMS shall include a Generator Activity Report to list each instance the generator was
run, categorize the reason (test, emergency, etc.), and a cumulative total of emergency and
non-emergency run time. The EPMS shall show a comparison of the number of non-
emergency hours compared with the allowable threshold (for example, 100 hours as per EPA
in the US) for the reporting period for each generator.

E. The EPMS shall include a Generator Battery Health Monitoring Report displaying the voltage
of the engine start battery during engine starting (minimum sampling rate of one (1)
sample/ms.). By comparing signatures, the system can provide predictive maintenance
insight into when the batteries need to be replaced or other related equipment (such as the
starter motor) needs to be serviced.

F. The EPMS shall include a tablet/smart phone Generator Test Data Recording Interface to
allow input of generator test values and other values, such as maintenance events that
include task/timestamp/name of person automatically into the EPMS database.

2.20 APPLICATIONS—BILLING DATA INTEGRATION (DATA CENTERS)

A. Energy Billing Support—Data Export.


1. The Energy and Power Management System (EPMS) software shall be capable of
exporting branch-circuit energy data (including energy consumption, peak demand and
peak current) in CSV format to billing software to facilitate electrical energy billing. The
export mechanism shall support:
a. Automatic export at configurable billing periods.
b. Organization and presentation of data by IT customer and/or by IT rack.
c. Multiple export file formats such as CSV and XML.

B. Data Center Infrastructure Management (DCIM) Data Integration.


1. The EPMS shall natively be able to export branch-circuit energy data to DCIM systems to
facilitate power capacity planning.
2. The data export file shall include energy consumed, average power (block demand) and
average current by circuit (utility main(s), mechanical loads, PDU incomers(s), PDU
panel incomers(s), RPP incomer(s), RPP panel incomer(s), IT busway feeder, IT branch
circuits). Calculations shall be done every 15 minutes. Data export shall be automatic with
configurable frequency (minimum hourly). Data shall be tagged appropriately so DCIM
software can automatically associate the data to the IT equipment in the system.

2.21 APPLICATIONS—POWER DISTRIBUTION EFFICIENCY (DATA CENTERS)

A. Power Usage Effectiveness (PUE)


1. The system shall provide pre-built templates for the display of PUE as a "real time" value
in graphics screens and dashboards.
2. Measurement and reporting of PUE shall be able to utilize both Power and Interval
Energy measurements, depending on whether the values displayed are "real time" values
or historic values.

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3. PUE real time and historic report set up shall be capable of utilizing a variety of available
measurement sources including Modbus, ION, and SNMP devices.
4. Historic PUE reporting shall support Green Grid recommended reporting categories 1, 2,
and 3.
5. The PUE report will support display of the following data:
a. PUE summary table, showing aggregated rollup values for PUE, IT Equipment
Power Consumption and Total Data Center Power Consumption for the following
time periods - last 24 hours, last 7 days, last 30 days and last 12 months
b. PUE trend showing a weekly roll-up of the Data center PUE for the last 12 months
c. Up to two full years of PUE roll up values in trend and stacked bar graph display
d. Energy trend plot showing a weekly roll-up of energy consumption for the last 12
months of both the IT and support loads in the facility

B. Calculated Power Losses Reporting


1. The EPMS shall include a report to calculate the power system losses from MV
transformers, UPSs and LV transformers. This report shall:
a. Provide a summary cost of the losses.
b. Show both graphically (stacked bar chart) and in tabular format (for a user-selected
time period) aggregation for four types of equipment losses (MV transformer, LV
transformer, UPS): cost of losses and kW values for losses.
c. Show in tabular format for each piece of equipment, grouped by the three types of
losses (MV transformer, LV transformer, UPS), during the user-selected time period:
efficiency (%), losses (kW), losses (cost), average over time frame of the above
values.

2.22 APPLICATIONS—SEQUENCE OF EVENTS RECORDING

A. The Energy and Power Management System (EPMS) shall include a comprehensive, high-
resolution Sequence of Events Recording (SER) sub-system to enhance power availability
and reliability by providing root cause analysis tools, data to confirm proper protection and
controls operation, and advance warning of slow circuit breakers before they increase arc
flash hazard.

B. All data points connected to the high resolution SER system shall be date-time stamped to
one-millisecond (1 ms.) resolution, synchronized to an external GPS time signal. Optionally,
they will be synchronized with each other through PTP (IEEE 1588) over Ethernet within 100
microseconds.

C. The SER sub-system shall aggregate one millisecond accurate time-stamped events from
multiple devices and provide a consolidated system view showing a list of events, ordered
and categorized by time-stamp, priority, name of equipment, etc. All of the following
necessary hardware and associated equipment status/alarm contacts must support the 1 ms
requirement:
1. Utility distribution switchgear—multifunction electronic relays, power quality meters, and
breaker open/closed/tripped position.
2. Generator paralleling switchgear—multifunction electronic relays, power quality meters,
and breaker open/closed/tripped position.
3. Substations and low voltage switchgear/switchboards—power quality meters and breaker
open/closed/tripped position.
4. UPS, distribution panels and PDUs— power quality meters and breaker
open/closed/tripped position.

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D. Sequence of Events Recording (SER) Hardware. SER recording (high accuracy) hardware
needed to implement the SER sub-system shall comprise an integrated collection of devices
and components to provide synchronized time-stamp signals, and record events, with an
accuracy of one millisecond. The devices chosen shall be compatible and natively supported
by the EPMS software.

1. The hardware shall include all necessary components to record the most critical system
events as defined in the proposal point list, such as
a. PTP master clock.
b. GPS antenna, cable and lightning arrestor (provided by EPMS vendor).
c. Clock signal distribution hardware and cabling (for legacy protocols).
d. Event recorders.
e. Power quality meters.
f. Multifunction electronic relays.
g. Data network components.
h. Enclosures.
i. Computer equipment.

2. Time stamping and event recording shall be implemented at the local (field) device level
where the event occurs (event recorders, meter I/O, or relays), rather than at the EPMS
computer server. For instance, a breaker trip event shall be time-stamped by I/O at the
local meter or an event recorder local to the switchboard location. The use of software to
scan, poll, and time-stamp events through a PLC or on a server is not permissible,
because this may introduce scan time and network communication delays.

3. Hardware requirements for any dedicated sequence-of-events recorders (for 1-


millisecond event recording of discrete inputs, such as breaker open/close and trip status)
shall include the following key features:
a. Onboard clocks time-synchronized to 1 ms. accuracy.
b. Precision time synchronization input per PTP (IEEE 1588), IRIG-B, DCF77 and
other time synchronization standards.
c. Thirty-two (32) high-speed digital inputs each with configurable filter, debounce, and
chatter functions
d. Onboard data logs for storing events: event log capacity to store 8000 events
accessible from multiple masters. Each event record shall contain descriptive
information for root-cause analysis, such as time/date stamp, input number, event
type, input status, time quality, and unique sequence number.
e. Optionally, the discrete output from the SER may be used to trigger waveform
capture in a power quality meter. Optionally, this output shall be pre-wired to the
power quality meter by the switchgear manufacturer.
f. Modbus RTU or Modbus/TCP interface.
g. GPS time synchronization input per the IRIG-B time synchronization standard.
h. Event log capacity to store 8000 events accessible from multiple masters. Each
event record shall contain descriptive information for root-cause analysis, such as
time/date stamp, input number, event type, input status, time quality, and unique
sequence number.
i. Ethernet network interface supporting Modbus TCP/IP and embedded web server
for setup and monitoring.
j. Capability to customize embedded web pages.
k. Non-volatile memory to store setup and event data.
l. A built-in, standard SD flash memory card to store user setup values and other user
files.

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m. Ability to export event data in .CSV format directly from the device without the need
for additional software.
n. Ability to serve as a “time distribution hub” for other devices, accepting PTP
precision time sync IN (over Ethernet) and outputting the required “legacy” protocol:
IRIG-B, DCF77, ASCII/RS-485, etc.

4. For multifunction electronic relays with time synchronization capabilities, ANSI function
codes of events with one millisecond time stamp shall be accessible for software
integration, using a Modbus RTU or Modbus/TCP interface.

5. For power quality meters having time synchronization and waveform capability, the time
stamps (one millisecond accuracy) of the waveform shall match the events that initiated
the waveform capture.

E. Optionally, when precision time synchronization (PTP) is used, it shall be provided as shown
on the drawings to synchronize all devices in the EPMS accurate to within 1 millisecond (or
less) of each other sufficient for time-stamping of events with meaningful 1-ms resolution.
The EPMS supplier shall provide the design of the precision time synchronization system as
part of the EPMS.
1. Precision Time Protocol (PTP). Precision time synchronization shall be accomplished
using PTP (defined by IEEE 1588) over the Ethernet network enabled by CyTime TM
Sequence of Events Recorders, model SER-3200-PTP (32 digital inputs) or SER-2408-
PTP (24 digital inputs and 8 relay outputs) from Cyber Sciences, Inc., or approved equal.
2. Simple PTP Profile. The PTP precision time synchronization over Ethernet shall be
capable of providing the specified accuracy without the need for IEEE 1588-compliant
network equipment required for higher accuracy systems. Devices shall support the
Simple PTP Profile (based on End-to-End Default Profile defined in IEEE 1588, Annex J)
to achieve the specified performance and scalability.
3. Precision Time Reference. The first SER shall accept its time source via IRIG-B or
DCF77 (from a GPS receiver/clock) or via NTP or Modbus TCP over Ethernet. This SER
shall in turn serve as PTP grandmaster for all other CyTime SERs and other PTP-
compatible devices, with automatic synchronization of PTP slaves to within 100
microseconds. A minimum of 100 PTP slaves shall be supported by any device serving as
PTP grandmaster.
4. Legacy Protocol Support. Devices not capable of supporting PTP directly shall be
synchronized to the same time reference using the appropriate PTP Legacy Interface to
the SER, using the legacy protocol supported by the device: Unmodulated IRIG-B,
DCF77, 1per10 or ASCII/RS-485.

F. Sequence of Events Recording (SER) software integration.


1. The SER sub-system software shall have the following attributes.
a. The SER software shall be provided by the EPMS vendor. Third-party software add-
ons or modules engineered by vendors other than the base EPMS software vendor
shall not be permissible.
b. The SER software shall be either an intrinsic component of base EPMS software or
a fully supported and pre-engineered module. Customized made-to-order software
shall not be permissible.
c. Improvements in SER reporting shall be fully supported as part of the base EPMS
software roadmap.
d. The EPMS vendor shall guarantee that if implemented as an add-on or software
module, the SER software shall follow the base EPMS software upgrade path, so
that it is not “islanded”.

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e. The EPMS vendor shall offer training, support, and warranty for the SER software
functionality, and for the SER system as a whole.

2. The SER functionality of the EPMS software shall provide the following functions:
a. Upload event data from on-board device logs (meters, relays, event recorders),
arrange chronologically, and store in the EPMS data store.
b. Provide a consolidated system-wide event log view with one millisecond accuracy
and resolution, with the following parameters: data/time stamp with one millisecond
resolution, quality of date/time stamp, event description, state/value, priority, name
of equipment or component being monitored, location of monitored equipment or
component.
c. Sorting and filtering capabilities based on event attributes.
d. Note: Data collection via software based scanning or polling is not permissible since
this can introduce scan time and network communication delays.

3. The technical infrastructure and configuration capabilities of the SER sub-system


software must include the following:
a. Role based security with user groups and levels to allow or restrict access to both
event logs and setup and configuration based on user privileges.
b. Run-as-a-Windows-service option to allow for critical applications.
c. Support Modbus/RTU or Modbus/TPC communications to access device event logs.
d. Web-based client.
e. Full native compatibility with EPMS SER Hardware such as the following:
1) Schneider Electric Circuit Monitor series 4000.
2) Schneider Electric Power Meters, series PM8000.
3) Schneider Electric ION 7650 meters.
4) Schneider Electric Sepam protection relays, series 20, 40, 80.
5) CyTime™ SER-3200 and SER-2408 Sequence of Events Recorders from
Cyber Sciences.
f. Ability to interrupt polling for device-out-of-service and communication loss
conditions.
g. Diagnostic health-check for the SER sub-system with one millisecond resolution
time-stamped diagnostic messages.

2.23 [EQUIPMENT - LOW VOLTAGE DRAWOUT (LVDO) SWITCHGEAR INTEGRATED INTO EPMS

When specified, Low Voltage Drawout Switchgear (identified as LV switchgear) constructed to


ANSI C37.20.1 standards shall be provided as indicated on the drawings. Main and Feeder Circuit
Breakers used in the LV Switchgear shall be Stored Energy Power Circuit Breakers designed,
tested and manufactured to ANSI C37.13 and UL1066.

1. The switchgear manufacturer shall be a firm engaged in the manufacture of switchgear of


types and sizes required, and whose products have been in satisfactory use in similar service
for a minimum of fifteen (15) years.

2. The scope of work specified herein shall be coordinated with LV Switchgear manufacturer to
ensure compatibility between software and hardware as follows:
1. The LV Switchgear lineup shall include an internal inter-wired communications network
for connection to the user’s network for power monitoring, equipment status and alarms.
2. The following connections to the switchgear communications network will be provided.
a. A direct connection for maintenance review, troubleshooting and monitoring

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Electrical Power Monitoring 12/10/2018
b. A connection to connect to on premise EPMS software
3. The switchgear communication system shall have the following characteristics.
a. Ethernet Modbus TCPIP connection via daisy-chain architecture to each Stored
Energy Power Circuit Breaker and meters
b. Pre-configured and tested at the factory (including breakers and metering devices),
with relevant network drawings provided. Final device addressing will be
configurable by the end user.
c. Network inter-wiring consisting of shielded cables with pluggable connectors to
facilitate ease of connection across shipping splits.
d. Documented communications test results including network connections provided
upon request.
4. Each Stored Energy Power Circuit Breaker shall contain an embedded web server to
provide breaker/cradle status, energy monitoring, historical trending, maintenance
indicators/logging, email alerts and communications diagnostics without necessarily
connecting to the system EPMS software i.e. via a direct connection to the web server.
Downloadable software shall be available to adjust trip/alarm points, display tripping
curves and update firmware.
5. EPMS software integration will include native communications drivers as specified in the
“EPMS Software – Technical Infrastructure” section.

PART 3 EXECUTION

3.00 SERVICES—INSTALLATION AND COMMISSIONING

A. Installation.
1. System components, including meters, electronic trip units, sensors, motor protection
devices, relays, etc. included within power equipment line ups, shall be factory installed,
wired, and tested prior to shipment to the job site.
2. All control power, CT, PT, and data communications wiring shall be factory wired and
harnessed within the equipment enclosure.
3. Where external circuit connections are required, terminal blocks shall be provided with
manufacturer drawings clearly identifying any interconnection requirements and wire
types.
4. All external wiring required to connect equipment lineups shall be installed by the
electrical contractor.
5. Contractor interconnection wiring requirements shall be clearly identified on the system
drawings.
6. Vendor field technicians shall verify accuracy of installation prior to commissioning.

B. System Commissioning and Acceptance.


1. On-site commissioning shall be performed by factory trained personal who shall also use
automated commissioning tools wherever metering equipment is involved to improve
consistency and quality of commissioning for clients.
2. Central engineering resources in conjunction with onsite factory trained personal shall be
involved in preparing a client’s system for startup.
3. If needed, a trained and certified project manager shall be provided during project
installation and commissioning.
4. Engineering drawings shall be made available to the client for all EPMS projects.
5. On-site commissioning and initial user training of the EPMS shall be included in the
project bid.
6. Commissioning shall include a detailed scope of work checklist document with delivered
functionality listed and checked.

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7. Commissioning shall include a full working demonstration of the system under normal
operating conditions and simulated scenarios.
8. For control applications such as automatic transfer, commissioning shall include a
thorough verification of the approved sequence of operation in both manual and
automatic modes. Testing of source outage and breaker exercising shall be included in
test procedures.
9. For control applications, such as automatic transfer, source interruptions are necessary.
The owner must schedule appropriate times for such commissioning, and must plan for
time (typically a day) for system pre-testing and a day for acceptance testing. Weekends
are preferred due to minimized impact on operations.

3.01 SERVICES—ADVISORY AND TECHNICAL SUPPORT

A. The vendor shall deliver a full suite of ongoing technical support services to advise, optimize
and tune performance of the Energy and Power Management System. Power advisor
services shall include but not be limited to the following:

B. Overall intent of the power advisor service is to analyze data on the electrical power
distribution equipment, identify problems through expert analysis and provide recommended
actions for system improvement.
1. Basic support via telephone and email during regular business hours to provide technical
guidance, incident diagnosis, basic troubleshooting, and “how-to” instructions to operate
installed software and hardware.
2. Periodic reports with system optimization recommendations and actionable work orders.
3. Benchmark the site with ‘system score’ showing percentage of the load potentially
impacted or affected. Setup of metering hierarchy in the Power Advisor is required for the
benchmark to be relevant. The relationship between the metering instruments in the
system is highly relevant and needed.
4. Increase power reliability with identified electrical network issues prioritized on severity
providing both executive report and detailed report on a periodic basis.
5. Optimize the system with periodic recommendations to improve data quality and system
performance. Customer to stipulate period but quarterly or monthly is recommended.
6. On-demand self-paced training with energy management, metering infrastructure, and
power quality content modules.
7. Reserved (specifically named) support engineer as a “single point of contact” for
customer support. Direct access to Advanced level support with priority case escalation
to Expert level support as needed. System maintenance is proactive and periodic, on a
quarterly basis unless stipulated otherwise.
8. Emergency after-hours support with guaranteed response within four hours (when
specified).
9. Software Assurance including service packs and upgrade licenses for installed EPMS
software (upgrade-commissioning-services when specified). Software diagnostics to be
periodically reported providing (disc usage, server health, communication status)
10. Power Analysis Diagnostic Report including results of remote diagnostics to assess
EPMS system health including but not limited to configuration, data accuracy, and
communications infrastructure.
11. Periodic monitoring of EPMS edge server and software to proactively alert for system
problems. Includes Power Advisor System Analytics and Power Advisor electrical
network analysis.
12. Onsite maintenance including system repairs, database maintenance, firmware upgrades,
and software installations. Training on system operation is provided during onsite
maintenance visit by an application engineer.

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Electrical Power Monitoring 12/10/2018
13. Provide ISO50001-4.6.1 Energy Management System representation aids validation and
recording (enables the organization to achieve and/or maintain an ISO 9001 quality
management system rating).
14. The power advisor service leverages the existing client equipment and communications
network. The advisor platform is operated by experts trained in electrical distribution and
power quality management. The client’s internal networks, internet connection, firewalls
and other security measures are the client’s responsibility. The power advisor service
does not modify any data or control any devices, it is read only.

3.02 SERVICES—TRAINING

A. The vendor shall have capabilities to deliver a full suite of training solutions focused on the
operation, maintenance, and optimization of the customer's EPMS system. These training
solutions shall address initial training needs and sustainment training needs for the customer
and shall include the following:
1. Training delivered by experienced Instructors proficient in teaching the topics for the
various courses and who have direct experience with the installed equipment.
2. Majority of the training is hands-on (up to 80 %) with the equipment. Each student has
access to their own mini power monitoring system by way of an electrical metering demo
case, direct Ethernet communication, and laptop running applicable metering software, or
by way of a virtual server if doing the class remotely (not applicable for self paced on
demand training).
3. Training manuals shall be provided to each student attending the class and include an
agenda, defined objectives for each lesson, a detailed description of the subject matter
for each lesson, and descriptive labs to complete the hands-on exercises.
4. Training content, depending on the topic, can cover the functionality and operation of
electric meters, the definition and use of various metering data (such as energy, demand,
power factor, load profile, time of use, KYZ, etc.), the communication methods applied in
various design topologies, and the function and operation of the applicable metering
software.

B. Training options can include but are not limited to:


1. Self paced on demand training on energy management, metering infrastructure, and
power quality.
2. At client’s site, hands-on training using power monitoring equipment involving hardware
and relevant software to train the user to implement operate and maintain the power
monitoring system.
3. Instructor led remote web based training wherein the user has real time interaction with
trainer and gets hands on training using virtual servers to performs labs and exercises.
4. At Schneider facility, hands on training on how to design, implement, and operate power
monitoring system.
5. If applicable, video recording services to coincide with custom client onsite training with
professional post production services providing the customer with a polished training DVD
custom to training on the client system.

END OF SECTION [26 09 13] [16290]

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