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.
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.
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. 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.
PART 2 PRODUCTS
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
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
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
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.
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.
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.
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.
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.
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.
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.
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.
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:
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.
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.
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
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.
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.
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:
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.
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.
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.
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)
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.
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.
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.
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.
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.
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.
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.
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.
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.
2.23 [EQUIPMENT - LOW VOLTAGE DRAWOUT (LVDO) SWITCHGEAR INTEGRATED INTO EPMS
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
PART 3 EXECUTION
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.
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.
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.