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26 09 00 INSTRUMENTATION AND CONTROL FOR ELECTRICAL SYSTEMS

26 09 23 Lighting Control Devices and Systems

.01 General
    1. Intent – PSU designs shall strive for simple and effective methods of lighting control that are robust and easy to maintain while meeting all required standards and applicable codes, including the latest adopted IECC / ASHRAE 90.1.
    2. Approved System Manufacturers:
      1. Hardwired Digital and Network Based Systems
        1. Acuity Brands nLight (basis of design)
        2. Legrand Wattstopper DLM
        3. Lutron
        4. Crestron Electronics (permitted for portions of the building where Audio/Video (A/V) interface is required)
        5. Additional manufacturer’s as approved by Engineering Services Electrical Group
      2. Stand-Alone Analog Devices
        1. Wattstopper
        2. Sensor Switch
        3. Leviton
        4. Lutron
        5. Additional manufacturer’s as approved by Engineering Services Electrical Group
      3. Wireless Systems: All wireless systems and devices will be approved on a case-by-case basis based on facility requirements, manufacturer’s product offering to meet University standards, manufacturer/vendor field support, and product warranty.
      4. Additional lighting control systems and protocols (DALI/DMX, etc.) will be approved by Engineering Services Electrical Group where appropriately justified.
      5. All control components and systems shall be UL listed for the purpose.
    3. Control Systems Warranty
      1. All lighting control components and systems shall be covered by the manufacturer’s product warranty. Warranty period shall be no less than five (5) years from the date of project substantial completion.
    4. Control System Deployment Types and Definitions
      1. Analog Room/Zone Based
        1. Typically consist of wall box control devices connected to the branch circuit line-voltage source (120/277vac) providing switching and/or dimming functions wired direct to the luminaires being controlled. Additional analog control interface devices shall include but not be limited to occupancy sensors, emergency relays, or other control devices as required for the spatial functions.
        2. HVAC Interfacing shall be performed using occupancy sensor devices with auxiliary contacts or power packs to provide status of space occupancy to the building automation system.
      2. Hardwired Digital, Stand-Alone/Room Based Systems
        1. Typically consists of low-voltage wall box control devices connected to a local digital room controller or power packs via low-voltage cabling providing switching and/or dimming.  The functions of the room controller or power packs shall provide single or multiple switchable and/or dimmable zones of control based on the control device function and room zoning. Line-voltage wiring typically interfaces with the room controller or power packs for luminaire operation. Low-voltage cabling typically consists of category 5 (or better) terminated cabling, or twisted shielded pair cabling for control device interface. Additional digital control interface devices shall not be limited to low-voltage occupancy sensors, low-voltage daylight harvesting photocells, emergency relays, etc.
        2. HVAC Interfacing shall be performed using occupancy sensor devices with auxiliary contacts or power packs to provide status of space occupancy to the building automation system.
        3. The system shall be capable of scaling to become a Network Based System.
      3. Hardwired Digital, Building-Wide Integration, Network Based Systems
        1. Typically consists of low-voltage wall box control devices connected to a local digital room controller or power pack via low-voltage cabling, providing switching and/or dimming functions through a room controllers or power packs.  Room controllers or power packs are interfaced through network bridges with connections to a master network interface manager device (system controller) via low-voltage cabling. The functions of the room controller or power packs shall provide single or multiple switchable and/or dimmable zones of control based on the control device function. Line-voltage wiring typically interfaces with the room controller or power pack for luminaire operation. Low-voltage cabling typically consists of category 5 (or higher) terminated cabling, or twisted shielded pair cabling for control device interface. Additional digital control interface devices shall not be limited to low-voltage occupancy sensors, low-voltage daylight harvesting photocells, emergency relays, etc. System Controller Performance specification:
          1. Preferred Vendor: nLight Eclypse, 24V AC/DC, per PSU Facility Automation Services, with Linux-based (non-Windows-based) operating system.
          2. System shall include a front-end network interface management device which provides direct, native BACnet IP interfacing and Building management interface with BACnet IP. Systems not providing interfacing per PSU standards will not be accepted.
        2. Networked lighting control systems shall not be used for purposes other than lighting control unless otherwise approved by Engineering Services Electrical Group. HVAC Interfacing shall typically be performed using direct connectivity to the building automation system using direct BACnet interfacing.  Provide secondary means of HVAC interfacing: provide occupancy sensor devices with auxiliary contacts or power packs with auxiliary contacts as necessary to provide status of space occupancy information. Confirm in design.
      4. Hardwired Digital, Building-Wide Integration, A/V Interfacing, Network Based
        1. Typically consists of low-voltage wall box control devices connected to a local digital room controller via low-voltage cabling providing switchable and/or dimming functions through a room controller.  Room controllers are interfaced through network bridges with connections to a master network interface device via low-voltage cabling. The functions of the room controller shall provide single or multiple switchable and/or dimmable zones of control based on the control device function. Line-voltage wiring typically interfaces with the room controller for luminaire operation. Low-voltage cabling typically consists of category 5 (or higher) terminated cabling, or twisted shielded pair cabling for control device interface. Additional digital control interface devices shall include but not be limited to low-voltage occupancy sensors, low-voltage daylight harvesting photocells, etc. A/V interfacing shall require the connection of various audio/visual devices including but not limited to: window shade/blackout controls, projector and projection screen controls, podium controls, and audio controls for the space(s). A/V interfacing may require the use of a graphical interface display which projects both lighting and A/V control options on a single LCD display. System shall include a front-end network interface management device which provides direct BACnet IP interfacing. Systems not providing interfacing per PSU standards will not be accepted. Preferred Vendor: Crestron.
        2. HVAC Interfacing shall be performed using direct connectivity to the building automation system using direct BACnet interfacing. Confirm in design.
      5. Wireless Systems
        1. Wireless systems may be considered based on the building spatial functions, as well as constructability within the facility. The University is restricting the deployment of wireless control systems within facilities and spaces where research is being performed due to possible interference and security issues. Where deployed, wireless system devices (wall box controls, interfaces, etc) are preferred to require a line voltage source for power and not solely battery operated. Battery operated devices shall be avoided unless approved by Engineering Services Electrical Group. Self-generating power sourced devices will be considered and approved on a case-by-case basis. 900 MHz or 300 Mhz nominal is required. All wireless systems must obtain prior approval from Engineering Services Electrical Group and Facilities Automation Services. Where a network based system is warranted, refer to system controller requirements under the Hardwired Digital, Building-Wide Integration, Network Based Systems section. Where batteries are provided, provide a note requiring the Contractor to document the serial numbers, battery type, as-built locations of every battery-powered lighting control device and battery inverter and provide this information to Engineering Services Electrical Group and Penn State OPP Work Control for Preventive Maintenance purposes of battery group-replacement at 90% of rated battery life.
      6. Power over Ethernet (POE)
      7. POE is not acceptable because of programming and maintenance challenges.
    5. Recommended Facility Lighting Control System Deployments

      Application

      Required Lighting System

      New Buildings

      Hardwired Digital, Building-Wide Integration, Network Based

      Existing Buildings:

      • Complete or Major Renovation, including Phased Construction
      • Major Renovation of greater than 75% of one floor level, or more than 10,000 square feet

      Hardwired Digital, Building-Wide Integration, Network Based. 

      For Phased Construction: Ensure all phases of work receive network lighting control systems by a single, common manufacturer. For phased construction, the system may start as a digital, stand-alone, room-based deployment.  However, the network cabling and components shall be included as part of the project and completed based on the building phasing approach. Provide network cabling routing/connections above ceiling and extend network cable to electrical room as provision for final system controller. The terminations and connections to the system controller shall be made in appropriate future phase. Ensure final commissioning of the multi-phase project is performed.

      Existing Buildings:

      • Renovation less than 10,000 square feet

      Hardwired Digital, Stand-Alone/Room Based

      Existing Buildings:

      • Isolated Renovations

      Hardwired Digital, Stand-Alone/Room Based. Consider luminaire based sensors where isolated control zones, or independent control is required for the space, or where spatial use is dynamic and may require control zones to be modified over short periods of time. Review final approach with Engineering Services Electrical Group.

      Existing Buildings:

      Maintenance of existing line voltage controls and network based controls devices

      Replace devices in kind and program as necessary to achieve original functionality.

      Notes:

      • Discuss proposed deviations with Engineering Services Electrical Group.
      • Wireless systems will not be accepted unless prior approval is given by Engineering Services Electrical Group. Discuss proposed wireless lighting controls prior to developing schematic basis of design documents or pricing documents.
      • Discuss portions of a building that may require “Hardwired Digital, Building-Wide Integration, A/V Interfacing, Network Based”
      • Perform due diligence to determine if connecting to existing networked lighting control system, if any exists in the building, is feasible and practical. Coordinate specification of new system with Engineering Services Electrical Group.

      Note: The designer may contact Engineering Services Electrical Group for information about an existing building’s lighting control system. 

    6. Exterior Lighting Controls:
      1. Exterior building mount “Night” lights shall be controlled through lighting contactors via the Central Control System (CCS).  Refer to the “SITE/NIGHT LIGHTING” section of the BAS Specification for requirements. Contactors shall be fail-safe with device failure to "on".
      2. Exterior “Site” (walkway, roadway, and parking) lights shall be controlled from the CCS through lighting contactors, utilizing 4-20mA CT’s to confirm circuit activation.  Refer to the “SITE/NIGHT LIGHTING” section of the BAS Specification for requirements and discuss options with Engineering Services Electrical Group. Contactors shall be fail-safe with device failure to "on". Exterior “Site” lighting is important for safety and therefore the connected lighting power is not permitted to be automatically reduced, without prior approval by Engineering Services Electrical Group.
      3. Contact Engineering Services Electrical Group for typical details related to exterior lighting controls where not included in these standards.
    7. Control System Deployment And Installation Requirements
      1. Deploy “remote” devices such as room controllers, local network devices and other “back-of-house” devices in a common location throughout the project area. Example: install all room controllers (relay packs, etc) concealed above accessible ceilings within the room being controlled, just inside the doorway of the room; install all networking equipment above the ceiling adjacent to the room controller when deployed. Locations of devices shall be similar in each room where possible, and coordinated in-field with Engineering Services Electrical Group at the time of installation.
      2. Where directed, provide label on ceiling grid noting equipment located above if deployment is uncommon or special deployments are required for a specific area or space.
      3. Provide labeling of all line-voltage conductor branch circuitry at the lighting control equipment terminals; label shall indicate panelboard and circuit number serving device.
      4. Contractor and lighting control system programmer shall coordinate all device and room naming and numbering conventions within lighting control software with Engineering Services Electrical Group and Facilities Automation Services prior to final system programming and turnover. Architectural construction documents shall not be assumed correct for final naming and room number conventions.
      5. Design Engineer shall review/confirm the lighting controls intent and lighting controls sequence of operations in design development with Engineering Services Electrical Group
      6. Contractor shall review/confirm control intent and sequence of operations in construction documents prior to electrical rough-in with the following in a joint meeting: Engineering Services Electrical Group, Facilities Automation Services, Lighting Vendor Representative, Commissioning Agent, Electrical Contractor, Design Engineer, PSU Construction Services / Project Manager, with invitations to Engineering Services Mechanical Group Engineer, PSU Area Electrician, PSU Facility Coordinator, PSU Supervisor of Electrical & Electronics.  The Design Engineer must note this meeting on construction documents.
      7. All digital interface cabling (e.g. CAT 5/6 as specified) shall be deployed incorporating a color-specific outer cable jacket. All cables shall remain the same color throughout the building, regardless of location or installation parameters. Coordinate jacket color selection with Engineering Services Electrical Group (Standard is in development at the time of this writing). Cable color shall not replicate IT Data/Comm or BAS cable colors within the same facility.
      8. All digital interfacing and control cabling shall be installed as indicated. All cable shall be plenum rated regardless of installation methods:
        1. Above accessible suspended ceilings:  Cables shall be installed on J-hooks, cable tray, or other dedicated support structure. Cables shall not be directly fastened to the outside of raceways or other building structures.
        2. Above concealed, non-accessible ceilings: Cables shall be installed in raceways.
        3. Within open ceiling structures: Cables shall be installed in raceways or dedicated cable tray systems where deployed. Open support structures shall be avoided unless approved by Engineering Services Electrical Group.
        4. Inside wall cavities: Cables shall be installed in raceways from device box to above ceiling. Install above ceiling as indicated for ceiling types.
        5. Exposed: Cables shall be installed in raceways.
      9. All ceiling mounted occupancy sensors must be located beyond the manufacturer’s minimum specified distance from all supply air registers to avoid detector false triggering. Ultrasonic technologies will not be permitted to be “programmed-off” where installation is not per manufacturer’s recommendations. Detector relocations will be required if the spacing is not adequate based on field conditions. All costs to relocate the detectors will be incurred by the installing contractor. Deploy “corner” mounted sensors mounted to ceiling or wall with physically adjustable housings for “aiming” where possible to avoid potential conflicts with the ceiling mounted air supply diffusers.
      10. Specify an allowance for additional occupancy sensors included as part of contract for field related coverage issues on all larger projects. Allowance shall be representative of a 10% quantity based on total project sensor quantities. Sensors will only be provided to rectify operational issues, and not for post-project attic-stock.
      11. The network management interface device (system controller), or other lighting control network devices, for digital networked systems shall NOT be located within telecom rooms. These devices shall be located within an electrical room, or other space as directed by Engineering Services Electrical Group. These devices shall be located no more than 72” above finished floor. Do not locate at any location requiring a ladder for access. Where a wireless dongle is used for programming, disconnect after commissioning and locate adjacent to system controller.
      12. Require in the contract documents that the successful controls vendor submit final layout drawings for review and approval as part of the shop drawing submittals.  Include that the Vendor may have to modify their layout from that designed, as necessary to meet vendor-specific requirements or limitations.  No extra costs to be allowed.
    8. Construction Documents
      1. In addition to symbol legend, lighting plans, luminaire schedule and notes, etc., provide:
        1. Lighting control diagram for typical spaces in addition to overall network riser diagram, including normal and emergency power devices such as power packs and luminaires, low voltage devices such as switches and sensors, control wiring such as 0-10V dimming, system controller(s) and connection to BAS, wireless components, etc. Include detailed notes specific to the project.  List the basis of design lighting controls manufacturer and the product model  number for each component. List other approved lighting controls manufacturers as coordinated with Engineering Services Electrical Group.
        2. Sequence of Operations schedule for each typical room type, and each special application. This should include a brief narrative of each space to show the control philosophy, including how the system responds when occupant enters, when occupied, when occupant exits. Include occupancy/vacancy sensor mode, lighting level settings, times (in minutes), timeclock settings where applicable, and method of HVAC interface. Describe the system performance during loss of normal power.
      2. Schematic Design and Basis of Design documents: Include Control Intent Narrative, lighting controls system basis of design, brief foundation of the sequence of operations, and performance of the system in loss of normal power.  The Control Intent Narrative shall include: schedule, lighting types including general/specialty/egress/emergency, occupancy and vacancy sensing, daylight harvesting, scene settings, personal controls, high/low trims, BAS and A/V integration, shading control, adaptive response (based on time or condition), etc.
      3. Record Drawings: Provide updates to lighting plans, notes, lighting control diagrams, sequence of operations, schedules, etc.
    9. Control System Programming, Start-Up and Commissioning: the following shall be conveyed to the installer for required system programming, start-up, and commissioning actions.
      1. Contractor shall provide the lighting controls on-site field services technician accurate documentation of equipment locations as deployed within the facility for on-site programming and system start-up. Construction floor plans shall be used to convey this information. Each deployed device location shall include the device model and serial number on the plan. Use of the device “box” labels shall be permitted to be used. Contractor shall review this approach with Engineering Services Electrical Group prior to implementing the documentation.
      2. All network (e.g. cat5/6) cabling shall be tested prior to the system start-up and corrective actions performed (repair/replacement) prior to the start-up activities to minimize on-site delays during start-up. Contractor shall provide cable ringing testing reports seven (7) days prior to the start-up date.
      3. All building-wide networked systems requiring integration with the university building automation systems (BAS) shall be coordinated with the OPP Facilities Automation Network Administration Supervisor. Networked lighting control systems will require specific network settings within the software to provide error-free communications with the university BAS system. All IP address requests shall be made as early as possible in the construction timeline to avoid delays in system setup, programming, and integration with the BAS system.
      4. All building-wide networked systems start-up and commissioning shall require PSU OPP personnel be on-site for all start-up and commissioning functions. Calendar events shall be coordinated and prioritized based on the OPP personnel availability. Provide minimum 10 day notice.
      5. Contractor shall provide final networked systems program and/or databases to OPP Engineering Services Electrical Group upon final acceptance of system.
      6. Daylight harvesting controls shall be commissioned during overcast as well as clear-sky days to confirm the proper sensor settings for valid operation. Manufacturer/vendor/contractor shall assume multiple day cx is necessary to fulfill this requirement. Commissioning efforts shall include the following activities:
        1. Daylight harvesting sensors shall be calibrated during system programming in-field to satisfy spatial illumination requirements based on field measurements with a certified and/or calibrated hand-held light meter. The sensor light level readings shall not be used to determine final spatial illumination targets. Sensor light level readings shall only be used to determine the permissible dimming range of the lighting source to satisfy the spatial illumination target while in daylight harvest mode.
        2. All furnishings and interior finishes shall be installed prior to calibrating the sensors.
        3. Photo sensors shall be adjusted to determine the threshold for dimming based on the detected light level.
        4. Closed-loop systems shall be calibrated under normal daylight and dusk conditions
        5. Daylight harvesting deployments shall be programmed to react to natural lighting conditions using extended transition times between full output of electric lighting and dimmed levels (and opposite actions) to achieve spatial target values. Transition periods shall be coordinated with Engineering Services Electrical Group.
        6. Daylight harvesting shall not turn fixtures off, unless otherwise approved by Engineering Services Electrical Group. All harvesting functions shall be programmed for dimming.
      7. Require that the lighting control elements be properly set and tested for optimal operation.  Commissioning agent shall provide a report for the following systems (edit as required for the project):
        1. Daylight harvesting
        2. Occupancy/Vacancy sensors
        3. Interface of BAS for CCS dusk/dawn signals.  Also review the settings of the BAS CT's and run tests to confirm when CCS is signaled due to loss of multiple lamps/ballasts
        4. Dimming Systems
        5. Emergency relays (similar to Bodine GTD)
        6. Networked and non-networked digital lighting control systems including all control system function, scheduling event, and networking operational parameters. Commissioning will not be considered complete until the University provides assigned IP addresses for the networked system and communication is proven successful.
        7. Engineering Services Electrical Group shall be invited to attend these sessions.  Provide at least 7 days notice prior to any session.
    10. Automatic Lighting Controls Components: All interior building spaces (except mechanical and electrical rooms) shall be controlled via automatic means, typically occupancy sensors or vacancy sensors, with daylight sensors for additional energy savings where deployed. Paths of egress shall be illuminated at all times under normal operating conditions, based on Engineering Services Electrical Group illumination target levels and not to fall below minimum code illumination levels.
      1. Occupancy Sensor Requirements
        1. Utilize primarily ceiling or aimable wall/ceiling mount as they provide better coverage than wallbox style.  Deploy wall mounted sensors where possible to minimize HVAC air stream conflicts with sensors using ultrasonic technology. Provide quantity of sensors for full coverage of the space.
        2. Use “vandal-resistant” models for wallbox mounting in individual bathrooms and small public rooms.
        3. Use dual relay models for offices and similar spaces requiring dual level lighting (switch closest to the door frame controls the low-light level) for all stand-alone deployments.
        4. Dual-technology is typically preferred, but consider whether the use of one technology over another is more appropriate for specific applications.
        5. When ceiling/wall sensors are used,  provide manual switch(es) on the load side to allow manual-on and user control.
        6. HVAC control:
          1. BACnet interface shall be provided for all networked systems. 
          2. However, provide auxiliary contacts/relays as required in Analog Room/Zone Based systems,Hardwired Digital, Stand-Alone/Room Based systems; and Hardwired Digital, Building-Wide Integration, Network Based Systems as coordinated with PSU Engineering Services Mechanical Group and Electrical Group at schematic design phase. Specify ceiling and wall-mount (non-wallbox) sensors with output relays to allow the BAS system to monitor occupancy so that local HVAC can reduce to minimum levels when no occupancy is sensed. 
      2. Daylight Sensor Requirements
        1. Daylight harvesting deployments shall follow the latest adopted version of the International Energy Conservation Code (IECC)/ASHRAE 90.1.
        2. Sensors shall incorporate open or closed loop sensing technology using integral photodiodes. Sensor technology deployments (open/closed-loop) shall be discussed with Engineering Services Electrical Group.
        3. Sensors shall be line-voltage, or low-voltage devices based on stand-alone or digital system deployments.
        4. Sensors shall offer dimming control and on/off control options for controlled loads.
        5. Combination daylight/occupancy sensors are acceptable, but only where the performance of both functions is suitable for full occupancy coverage and ideal daylight control: otherwise provide separate sensors.
      3. Provide wall box timer switches for Telephone, Mechanical, Janitor, and similar rooms.  Switch(es) must give visual warning 5 minutes and audible/visual warning 1 minute before lights turn off, similar to Legrand Wattstopper TS-400.  Refer to Pennsylvania State University Lighting Design & Commissioning Matrix outlining required time delay settings for each space where deployed.

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