OEC Module C – Lighting Controls Implementation

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Revision as of 16:21, 20 January 2011

Controls Implementation Process:


Schematic Design Phases

  • Control Design Intent Narrative – plain language description of how the system is intended to operate. For use by design team and owner to promote dialogue and establish goals of the system. Objectives are discussed by space type and evolve throughout project design phases. Narrative will eventually ensure that all trades, disciplines, users and O&M staff understand the intended operation of the system. eLAD to show examples or even templates.
    • Expected daylight levels and variation
    • Expected operation of blinds or shading devices
    • How the controls respond to daylight during normal operation
    • How the controls respond to operation of blinds
    • How the controls respond to daylight during testing/ calibration
    • How the controls respond to daylight during emergency
    • What overrides are available to the users and O&M staff
    • How the daylighting controls are combined with the other lighting controls
    • How the O&M Staff will receive and deal with user demands
  • Establish initial control zoning to tailor project for flexibility and maximum savings. eLAD to show options and different approaches.
  • Design Development – approach several manufacturers with Narrative. How would they meet it? Discuss pros and cons of each.

Construction Drawings and Specifications

  • Overall Objectives are to be tight in the specs and drawings so that control objectives are met, a high level of Q&A is ensured before trades leave the building site/ building is occupied, and criteria are provided to qualify equipment and products for an intended purpose. eLAD to include examples of translating a narrative into a product spec, problem sets for typical spaces with control approaches (linking to elements of the Controls Design Module), and compatibility matrix.
    • Construction Documents – Zoning to show on electrical drawings. Electrical Engineer provides panel schedules and emergency interface.
    • Provide generic performance specifications for individual components. Features and capability: e.g. sensitivity of sensors, FOV of sensors, features for adjusting, control algorithm, fade rate, delay, dead band.
    • Standards, warranty: e.g. UL, 5 years etc.
    • Compatibility at the integrated systems level (e.g., EMCS, HVAC & façade systems)
    • Compatibility at level of component of a heterogeneous system related to networking communications protocols, power/ voltage, ballast > controller > sensor interoperability.
    • Plug and play systems, proprietary systems, physical connections, wireless, mixed-bag-of-nuts approach.
  • Specs should include requirements to clearly establish the roles and responsibilities of members of the project team during installation.
    • Requirement for a “primary” manufacturer or an “integrator” to take responsibility for total function and compatibility
    • Include Intent Narrative and require written statement of compliance with specs and narrative
    • Submittal Requirements to specify what the contractor will submit for approval at each stage of construction
    • Installation Requirements to specify means and methods for installation
    • Requirements for labeling of all manual controls, and clear labeling of electrical panels, control panels, and remote ballasts
    • Calibration Requirements to specify by whom, when and how the calibration will be done
    • Requirements for additional time from manufacturer’s field technician during final calibration and commissioning
    • M&V Requirements to specify how system will be verified prior to close of contract and to establish a method of proof for meeting specification, along with ensuring that the M&V systems needed to maintain performance over the life of the building are included in the scope: database, archiving, storage & retrieval.
    • Requirements for video taped training session, documentation of final settings, re-commissioning of system
    • Training Requirements to specify the level of training for operators (facility managers, building engineer) needed prior to hand-off to properly operate, adjust, and maintain the system over the life of the bldg.


  • Costing & feedback at pre-bid meetings with bid contractors before project is bid on (Formulation of how product/ equipment is delivered)
  • Bid package goes out (informational meetings, RFIs, to wring out uncertainties in the specifications, clarifications)
  • Bid negotiations, approve contractor


  • Pre-construction - review contractor’s plans, schedule, sequence, how trades come through
  • Pre-installation - review contractor submittals for equipment, accept substitutions, approve final locations of sensors
  • Installation - ensure that procedures and requirements outlined in specs are followed by project team
    • Submittal of products for approval per submittal requirements
    • Ask for as-built control zone drawings if different from CDs
    • Installation of equipment per installation requirements
    • Calibration and testing of equipment per calibration requirements
    • Training of personnel per training requirements
    • M&V - verify before final sign-off of contract


  • User / occupant manual: To explain design intent to achieve buy-in. Provide instructions for operating specific equipment.
    • When should this manual be written?
    • What should it contain?
    • Who should write it?
  • Complaint guide: How to respond to occupant complaints that may be due to qualitative issues.
  • Operating and Maintenance Manual (provide electronic copy): Compilation of all information relevant to operation of lighting system
  • All equipment user manuals, trouble-shooting guides, and shop drawings
  • As-built equipment schedules for re-ordering
  • List of Reps and distributors
  • As-built drawings for hidden equipment, such as different ballasts, power packs, etc.
  • Intent Narrative
  • Final commissioning calibration settings and schedule for re-commissioning
  • Recommended cleaning and re-lamping schedules
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