Building automation and control systems (BACS) - Part 1: Project specification and implementation (ISO 16484-1:2010)

This International Standard specifies guiding principles for project design and implementation and for the integration of other systems into the building automation and control systems (BACS). This International Standard specifies the phases required for the BACS project, including: - design (determination of project requirements and production of design documents including technical specifications), - engineering (detailed function and hardware design), - installation (installing and commissioning of the BACS), and - completion (handover, acceptance and project finalization). This International Standard also specifies the requirements for as-built documentation and training.

Systeme der Gebäudeautomation ( GA ) - Teil 1: Projektangaben und -einbindung (ISO 16484-1:2010)

Diese Internationale Norm legt Leitsätze der Projektplanung und -ausführung und der Integration anderer
Systeme in die GA-Systeme fest.
Sie beschreibt die für ein GA-Projekt erforderlichen Phasen, wie:
⎯ Planung: Bestimmung der Projektanforderungen und Erstellen von Auslegungsdokumenten einschließlich
technischer Spezifikationen;
⎯ technische Bearbeitung (en: Engineering): detaillierte Planung der Funktionen und der Hardware;
⎯ Installation: Montage und Inbetriebnahme des GA-Systems;
⎯ Abschluss: Übergabe, Abnahme und Fertigstellung.
Diese Internationale Norm legt außerdem die Anforderungen an die Bestandsdokumentation und die
Schulung fest.
Diese Internationale Norm gilt weder für die Bedienung und die Instandhaltung, noch für eine nachträgliche
oder laufende Inbetriebnahme, einschließlich eines Inbetriebnahmemanagements.

Systèmes d'automatisation et de gestion technique du bâtiment (BACS) - Partie 1: Spécification et mise en oeuvre du projet (ISO 16484-1:2010)

L'ISO 16484-1:2010 spécifie les principes généraux pour la conception et la mise en ?uvre de projet et pour l'intégration d'autres systèmes dans le système de gestion technique du bâtiment (SGTB).
Elle spécifie les phases requises pour le projet, telles que:
conception (détermination des exigences du projet et production des schémas de conception incluant les spécifications techniques),
ingénierie (fonctions détaillées et conception du matériel),
installation (installation et commissionnement du SGTB), et
finalisation (réception, acte de réception et finalisation).
L'ISO 16484-1:2010 décrit également les exigences en matière de documents de récolement et de formation.
Elle ne s'applique pas aux opérations de maintenance; elle ne s'applique pas non plus au rétro-commissionnement ni au commissionnement continu impliquant une autorité de commissionnement.

Sistemi za avtomatizacijo stavb in regulacijo - 1. del: Specifikacija projekta in izvedba (ISO 16484-1:2010)

Ta mednarodni standard določa vodilna načela za načrtovanje in uporabo projekta ter za integracijo drugih sistemov v avtomatizacijo stavb in sisteme za regulacijo (BACS). Ta mednarodni standard določa faze, potrebne za projekt BACS, vključno z: – načrtom (določevanje projektnih zahtev in izdelava načrtnih dokumentov, vključno s tehničnimi specifikacijami), – inženiring (podrobno opisana funkcija in načrt strojne opreme), – inštalacija (inštalacija in prevzem BACS) in – zaključek (predaja, sprejetje in dokončanje projekta). Ta mednarodni standard prav tako določa zahteve za dokumentacijo izvedenih del in usposabljanje.

General Information

Status
Published
Public Enquiry End Date
29-Jun-2009
Publication Date
13-Mar-2011
Technical Committee
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
20-Dec-2010
Due Date
24-Feb-2011
Completion Date
14-Mar-2011

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SLOVENSKI STANDARD
SIST EN ISO 16484-1:2011
01-april-2011

Sistemi za avtomatizacijo stavb in regulacijo - 1. del: Specifikacija projekta in

izvedba (ISO 16484-1:2010)

Building automation and control systems (BACS) - Part 1: Project specification and

implementation (ISO 16484-1:2010)

Systeme der Gebäudeautomation ( GA ) - Teil 1: Projektangaben und -einbindung (ISO

16484-1:2010)
Systèmes d'automatisation et de gestion technique du bâtiment (BACS) - Partie 1:
Spécification et mise en oeuvre du projet (ISO 16484-1:2010)
Ta slovenski standard je istoveten z: EN ISO 16484-1:2010
ICS:
35.240.67 Uporabniške rešitve IT v IT applications in building
gradbeništvu and construction industry
97.120 Avtomatske krmilne naprave Automatic controls for
za dom household use
SIST EN ISO 16484-1:2011 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN ISO 16484-1:2011
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SIST EN ISO 16484-1:2011
EUROPEAN STANDARD
EN ISO 16484-1
NORME EUROPÉENNE
EUROPÄISCHE NORM
November 2010
ICS 91.040.01
English Version
Building automation and control systems (BACS) - Part 1:
Project specification and implementation (ISO 16484-1:2010)

Systèmes d'automatisation et de gestion technique du Systeme der Gebäudeautomation (GA) - Teil 1:

bâtiment - Partie 1: Spécification et mise en oeuvre d'un Projektplanung und -ausführung (ISO 16484-1:2010)

projet (ISO 16484-1:2010)
This European Standard was approved by CEN on 30 October 2010.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European

Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national

standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by translation

under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management Centre has the same

status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland,

Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.

EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
Management Centre: Avenue Marnix 17, B-1000 Brussels

© 2010 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 16484-1:2010: E

worldwide for CEN national Members.
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SIST EN ISO 16484-1:2011
EN ISO 16484-1:2010 (E)
Contents Page

Foreword ..............................................................................................................................................................3

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SIST EN ISO 16484-1:2011
EN ISO 16484-1:2010 (E)
Foreword

This document (EN ISO 16484-1:2010) has been prepared by Technical Committee CEN/TC 247 “Building

Automation, Controls and Building Management”, the secretariat of which is held by SNV, in collaboration with

Technical Committee ISO/TC 205 "Building environment design".

This European Standard shall be given the status of a national standard, either by publication of an identical

text or by endorsement, at the latest by May 2011, and conflicting national standards shall be withdrawn at the

latest by May 2011.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

rights. CEN [and/or CENELEC] shall not be held responsible for identifying any or all such patent rights.

According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following

countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech

Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,

Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,

Sweden, Switzerland and the United Kingdom.
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SIST EN ISO 16484-1:2011
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SIST EN ISO 16484-1:2011
INTERNATIONAL ISO
STANDARD 16484-1
First edition
2010-11-01
Building automation and control systems
(BACS) —
Part 1:
Project specification and implementation
Systèmes d'automatisation et de gestion technique du bâtiment —
Partie 1: Spécification et mise en œuvre d'un projet
Reference number
ISO 16484-1:2010(E)
ISO 2010
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
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Published in Switzerland
ii © ISO 2010 – All rights reserved
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
Contents Page

Foreword ............................................................................................................................................................iv

Introduction.........................................................................................................................................................v

1 Scope......................................................................................................................................................1

2 Normative references............................................................................................................................1

3 Terms and definitions ...........................................................................................................................2

4 Abbreviated terms.................................................................................................................................3

5 Requirements and recommendations.................................................................................................4

5.1 Overview.................................................................................................................................................4

5.2 Design phase .........................................................................................................................................7

5.3 Engineering phase ..............................................................................................................................13

5.4 Installation phase ................................................................................................................................17

5.5 Completion phase ...............................................................................................................................20

5.6 Documentation ....................................................................................................................................21

5.7 Training.................................................................................................................................................23

6 Review and improvement of building performance.........................................................................23

Bibliography......................................................................................................................................................24

© ISO 2010 – All rights reserved iii
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies

(ISO member bodies). The work of preparing International Standards is normally carried out through ISO

technical committees. Each member body interested in a subject for which a technical committee has been

established has the right to be represented on that committee. International organizations, governmental and

non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the

International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards

adopted by the technical committees are circulated to the member bodies for voting. Publication as an

International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

rights. ISO shall not be held responsible for identifying any or all such patent rights.

ISO 16484-1 was prepared by the European Committee for Standardization (CEN) Technical Committee

CEN/TC 247, Building automation, controls and building management, in collaboration with ISO Technical

Committee ISO/TC 205, Building environment design, in accordance with the Agreement on technical

cooperation between ISO and CEN (Vienna Agreement).

ISO 16484 consists of the following parts, under the general title Building automation and control systems

(BACS):
⎯ Part 1: Project specification and implementation
⎯ Part 2: Hardware
⎯ Part 3: Functions
⎯ Part 5: Data communication protocol
⎯ Part 6: Data communication conformance testing
The following part is under preparation:
⎯ Part 4: Applications
iv © ISO 2010 – All rights reserved
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
Introduction

ISO 16484 (all parts) is aimed at the design of new buildings and the retrofitting of existing buildings for an

acceptable indoor environment, practical energy conservation, and efficiency.

ISO 16484 (all parts) is applicable to building automation and control systems (BACS), as follows:

⎯ The environmental design for all building types requires complex methods of automation and control. The

functional integration of services other than heating, ventilating and air conditioning (HVAC) is a general

task for all parties employed to develop an integrated multi-application system. The integration comprises,

for example, lighting and electric power distribution control, security control, transportation, maintenance

management or facilities management. This system integration allows the user to take advantage of

synergies between the different applications. ISO 16484 (all parts) gives guidance to architects,

consultants and contractors as well as guidance to users on how to share such resources.

⎯ The innovation cycles between devices, systems and networks vary. In order to make it possible to add

and to change existing devices and extend the building automation and control network, several

interfaces, both proprietary and standardized, are defined between the BACS network and the other

systems. A manufacturer can design a product, both to meet his specific marketing objectives and to give

the option to integrate that special device into a multi-application BACS. Interfaces are also defined in

appropriate parts of ISO 16484 along with the necessary communications protocol and conformance test

required to support the interworking of devices.

⎯ A manufacturer, a systems house, or an electrical or mechanical contractor can assemble the

implementation of a building automation and control system.

⎯ The application of ISO 16484 (all parts) is not to standardize the hardware and software design or the

architecture of a system, but to define the process for the creation of project specifications, where the

functionality and the quality of the solution are clearly defined.

ISO 16484 (all parts) is intended for use by those involved in the design, manufacture, engineering,

installation, commissioning, operational maintenance and training of BACS when contracted, i.e.:

⎯ as a guide to the terminology of the building automation and control trade. Unambiguous terminology is

required for a complete and accurate conveyance of the intent and details of ISO 16484 (all parts);

⎯ in product development, to avoid unnecessary duplication of function or terminology, but not necessarily

placing a restraint on the evolution of new products, systems or applications;

⎯ as a basis for interfacing products and systems. In order to interoperate, the elements of a BACS require

a unified data communication protocol and information model;
⎯ as a basis for drawing up a project specification for procurement;
⎯ as a code of practice for expert commissioning;
⎯ by educational establishments wishing to train people in the field of BACS.
© ISO 2010 – All rights reserved v
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SIST EN ISO 16484-1:2011
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SIST EN ISO 16484-1:2011
INTERNATIONAL STANDARD ISO 16484-1:2010(E)
Building automation and control systems (BACS) —
Part 1:
Project specification and implementation
1 Scope

This International Standard specifies guiding principles for project design and implementation and for the

integration of other systems into the building automation and control systems (BACS).

This International Standard specifies the phases required for the BACS project, including:

⎯ design (determination of project requirements and production of design documents including technical

specifications),
⎯ engineering (detailed function and hardware design),
⎯ installation (installing and commissioning of the BACS), and
⎯ completion (handover, acceptance and project finalization).

This International Standard also specifies the requirements for as-built documentation and training.

This International Standard is not applicable to operation and maintenance, nor is it applicable to retro or

continuous commissioning, including a commissioning authority.
2 Normative references

The following referenced documents are indispensable for the application of this document. For dated

references, only the edition cited applies. For undated references, the latest edition of the referenced

document (including any amendments) applies.

ISO 16484-2:2004, Building automation and control systems (BACS) — Part 2: Hardware

ISO 16484-3, Building automation and control systems (BACS) — Part 3: Functions

ISO 16484-5, Building automation and control systems — Part 5: Data communication protocol

ISO 16484-6, Building automation and control systems (BACS) — Part 6: Data communication conformance

testing

IEC 62305-4, Protection against lightning — Part 4: Electrical and electronic systems within structures

© ISO 2010 – All rights reserved 1
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
3 Terms and definitions

For the purposes of this document, the terms and definitions given in ISO 16484-2, ISO 16484-5, ISO 16484-6

and the following apply.
3.1
acceptance
decision and act of signing the handover document during the completion phase

NOTE The transfer of the responsibility for the system(s) from the supplier to the customer or their representative can

be a legal act.
3.2
building performance
set of measurable building characteristics

NOTE 1 This includes energy efficiency, indoor air quality, moisture management and thermal comfort.

NOTE 2 This is also influenced by building construction and utilization, installed technical services and their operation.

3.3
building services
utilities and installations supplied and distributed within a building
EXAMPLES Electricity, gas, heating, water and communications.
[Adapted from ISO 16484-2:2004, 3.33]
3.4
BACS commissioning

project and system-specific process of calibrating field devices, testing data points, adjusting parameters,

verifying sequences of operation and other functionalities for the various elements of a BACS application

NOTE 1 The BACS commissioning is a part of the engineering services, according to ISO 16484-2:2004, 3.71 and

includes commissioning activities at the installation phase.
NOTE 2 Commissioning reports are proof of the completeness of tasks and work.

NOTE 3 There are country variations in the naming of the term “commissioning” and variations in the tasks covered by

this term.
3.5
commissioning process

systematic application of processes and procedures designed to ensure that the project objectives are

achieved and maintained throughout the building lifetime

NOTE 1 The commissioning process begins at project conception and continues through to the pre-design, design,

construction, start-up, turnover and occupancy to the operation phase.

NOTE 2 Details of how to conduct the commissioning process are outside the scope of this International Standard.

3.6
commissioning authority
CxA

entity identified by the owner who leads, plans, schedules, and coordinates the commissioning team to

implement the commissioning process
NOTE In some countries there are “certified commissioning authorities”.
2 © ISO 2010 – All rights reserved
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
3.7
completion

project phase where, when handover and finalization are achieved, the implementation of the BACS project

can be considered as completed
3.8
engineering

acquiring and applying technical knowledge to design and implement devices, systems and processes that

realize the desired objective

NOTE This includes project and system-specific services for planning, configuring and commissioning of the various

parts of a BACS.
3.9
finalization

task during the project completion phase where the supplier resolves outstanding items

3.10
functional description

overall description that explains how each part of the system/plant is expected to operate, interact and be

interacted with

NOTE The description covers material energy and signal flow of a plant or a system. Functions/operations are

described as: storing, transmitting, converting, transforming and interlinking.
3.11
handover

formal process that transfers a system or part of a system usage from the supplier to the customer or their

representative

NOTE The transfer of the operational responsibility for the system from the supplier to the customer can be a legal

act or be agreed by contract.
3.12
installation instruction
document that explains how to install a technical device

NOTE 1 There can be several installation instructions for a device, e.g. mechanical, electrical.

NOTE 2 Installation instructions can be found from many sources, e.g. directives, standards, guidelines, professional

recommendations, manufacturer's instructions for products.
3.13
migrate, verb

modernize the implemented software or the hardware under extensive utilization of the present infrastructure

3.14
system integration
bringing together subsystems into one system to function together as a system
4 Abbreviated terms

For the purposes of this document, the symbols, abbreviations and acronyms given in ISO 16484-2,

ISO 16484-5, ISO 16484-6 and the following apply.
BACS Building automation and control system
CxA Commissioning authority
© ISO 2010 – All rights reserved 3
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
EMC Electromagnetic compatibility
EMP Electromagnetic pulse
HVAC Heating, ventilating and air conditioning
LEMP Lightning electromagnetic pulse
UPS Uninterruptible power supply
VPN Virtual private network
5 Requirements and recommendations
5.1 Overview
5.1.1 General

The BACS project normally commences after the client appoints a BACS consultant or supplier.

The quality of the implementation of a BACS is dependent on the design of building systems and the

specification of the commissioning process. The scope of commissioning referred to in this part of ISO 16484

is as defined in ISO 16484-2:2004, 3.42. In order to produce and maintain the required quality of building

performance after the implementation has been completed, application of a commissioning process for review

and improvement of commissioned values is recommended. Retro or continuous commissioning, including a

commissioning authority, is not within the scope of this International Standard.
5.1.2 Phases of the BACS project

This clause specifies the main actions and decisions necessary in order to implement a project in the different

phases (see Figure 1). It serves for all the parties involved in the different phases of a project. The phases of a

project associated with the implementation of a BACS are as follows.
5.1.2.1 Design phase
The design phase consists of:
a) the determination of project requirements;
b) the project planning and organization;
c) the technical specification;
d) the establishment of a contract.
5.1.2.2 Engineering phase
The engineering phase consists of:
a) project planning and coordination;
b) detailed function and hardware specification design;
c) engineering design approval;
d) hardware configuration;
4 © ISO 2010 – All rights reserved
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
e) control strategy and processing functions configuration;
f) management and operator functions configuration;
g) system testing.
5.1.2.3 Installation phase
The installation phase consists of:
a) installing;
b) BACS commissioning.
5.1.2.4 Completion phase
The completion phase consists of:
a) system demonstration;
b) operator training;
c) handover;
d) acceptance;
e) finalization;
f) completion decision.
5.1.3 Documentation

Work done during the engineering, installation and completion phases will serve as a basis for providing

as-built documentation, see 5.6.
5.1.4 Training

Work done during the engineering, installation and completion phases will serve as a basis for providing

training, see 5.7.
5.1.5 Reviewing and improving building performance

This phase has been included for completeness. It does not form part of a BACS project but, after completion,

improved building performance (according to the actual use) can be achieved by the BACS if the

commissioned values are reviewed and amended periodically, providing improved energy performance and

reduced operating costs. This can be achieved through the commissioning process, which is not covered in

this International Standard.
5.1.6 Graphical overview

A possible sequence of the important decisions and activities in each phase is shown in Figure 1. It is not

prescriptive; some activities can be carried out earlier or later, depending on the project requirements, e.g.

documentation and training.
© ISO 2010 – All rights reserved 5
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
Phase Decisions Activities
Start
Determination of Project planning Design
project and documents and
requirements organization technical
specification
Contract
Project planning Detailed
and function and
co-ordination hardware
N design
Design
approval
Management and
Hardware Control strategy
operator functions
configuration configuration
configuration
System Y
System test
test?
Installing BACS
commissioning
Handover
System
demonstration
Acceptance
Finalization
Operator
Project
instruction
completed
End
Review and improve building performance
Figure 1 — Process and structure of BACS project implementation
6 © ISO 2010 – All rights reserved
Completion Installation Engineering Design
Documentation
Training
Review and improve building performance
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)
5.2 Design phase
5.2.1 General

This section specifies tasks to be carried out in the design process of the various parts of a BACS. It is

assumed that at the start of the design process, the information necessary in order to accommodate a BACS

is available. The tasks to perform are project and system-specific.
The design phase covers the following areas:
a) determination of project requirements;
b) project planning and organization;
c) design documents and technical specification;
d) the contract.

Owners and users of buildings can benefit from the integration of various technical building systems. In cases

of system integration, it is important that parties agree on the particular meaning of system integration with

respect to the specific project requirements. Project management consideration shall be given to the

functional operation responsibility for attached subsystems.
5.2.2 Determination of project requirements
5.2.2.1 Overview

In order to meet the client's requirements, the general project requirements for the BACS should take into

account the following:
a) general considerations;
b) integration requirements;
c) physical requirements;
d) occupational requirements;
e) system requirements;
f) site and client-specific requirements.
Attention should also be given to energy performance.
The description of project requirements shall be approved by the client.
5.2.2.2 General considerations

When considering the determination of system requirements, the following factors should be taken into

account:

a) building structure, e.g. metal frame, concrete, size, thermally active building components, historical

construction (listed objects);
b) type of building(s), e.g. high rise, one storey, open campus, tunnel;

c) building usage type and profile, e.g. hospital, single/multi tenant, industrial, commercial, residential;

© ISO 2010 – All rights reserved 7
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SIST EN ISO 16484-1:2011
ISO 16484-1:2010(E)

d) space usage profile, e.g. occupation schemes, diverse usage of space, continuous operation;

e) system integrity including off-site considerations, e.g. communication infrastructure and topology,

availability, reliability, response time, safety and security, redundancy;
f) EMC, EMP and LEMP requirements according to IEC 62305-4;

g) intended organization of operation and technical services, e.g. third party, caretaker, trade segregation,

user account levels;

h) energy supply requirements, e.g. alternative energy systems, load shedding, energy monitoring;

i) safety and security systems integration with BACS and mutual interaction, e.g. fire system, access control

system, interoperability area and integration depth;

j) implementation of the project by phases, e.g. timescales for each phase, constraints on plant shutdowns,

impact on continuous operation;
k) budget, e.g. change contingency, overtime work;
l) future usage, e.g. spare capacity, flexibility, future intended extensions;
m) application of the commissioning process.
5.2.2.3 Integration requirements
5.2.2.3.1 Overview

This International Standard specifies general considerations for integration that are to be implemented in the

following categories:
a) integration/implementation;
b) integration/operation;
c) integration/function;
d) integration/infrastructure.
5.2.2.3.2 Integration/general considerations
The following requirements for integration should be considered:
a) the deployment of special system integration consultants;

b) the allocation of responsibilities, e.g. for subsystem functionality and interfaces, for delivery of integration

of subsystems;

c) vendor and manufacturer independence, e.g. standardized protocols, profiles and interfaces;

d) enhanced energy performance, e.g. interdisciplinary operations of HVAC, blinds and lighting controls;

e) compatibility, e.g. software/hardware versions of subsystems, protocol versions, proprietary protocols;

f) interoperability, e.g. data sharing, event and alarm management, scheduling, trend and event logging,

device and network management;
...

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