01 35 13 - Special Project Requirements.pdf
PDF 248 KB Posted
- Attached to
- WCTA Meter Replacement Project
- Solicitation number
- US.257570
- Issued by
- Lancaster County, Pennsylvania
About this file
This is a Special Project Requirements specification document for the West Cocalico Township Authority (WCTA) Meter Replacement Project in Pennsylvania, prepared by Herbert, Rowland & Grubic, Inc. The project involves the replacement of approximately 790 water meters with new Automated Meter Infrastructure (AMI) meters throughout West Cocalico Township. Bids were due on Thursday, November 5, 2026 at 10:00 AM local time via PennBid, with bid security required in the form of a Certified Check or Bid Bond in an amount not less than 10%. The specification outlines comprehensive operational requirements including delivery and storage responsibilities, meter handling protocols, and installation procedures across various residential and commercial properties within the township.
The contractor must establish an onsite Installation Manager and deploy a dedicated customer service center staffed to handle appointment requests and complaints 24 hours per day, seven days per week, with live response capability during business hours. Field personnel must be fully trained, licensed where plumbing modifications are required, uniformed with visible company identification, and arrive within 30 minutes of scheduled appointments. Weekly installation hours are restricted to 8:00 AM to 8:00 PM, Monday through Saturday, with no Sunday or holiday work without prior written approval. The contractor assumes full responsibility for equipment transportation, storage, and protection and must maintain a comprehensive digital database documenting account numbers, meter specifications, readings, photographic evidence, contact attempts, and property owner correspondence. The contractor bears responsibility for any plumbing damage for 30 days following installation and must obtain written homeowner authorization before commencing work on any property.
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Text version
01 35 13 – SPECIAL PROJECT REQUIREMENTS
Herbert, Rowland & Grubic, Inc. 01 35 13 - 1 011364.0448
SECTION 01 35 13 – SPECIAL PROJECT REQUIREMENTS
PART 1 - GENERAL
1.1 SUMMARY
A. Section Includes:
1. Delivery, Storage, and Handling.
2. Operational Requirements.
3. Team Management.
4. Data Management.
5. Property Owners Correspondence and Coordination.
6. Customer Service Center.
7. Qualifications, Certifications, and Identification.
8. Hours of Installation.
9. Homeowner Attendance and Approval.
10. Existing Plumbing.
11. Incomplete Meter Installs.
12. Return Visits.
13. Electrical Grounding.
14. Configure Meter for AMI.
15. Check and Verifications.
B. Related Sections:
1. Section 01 10 00 – Project Summary.
2. Section 01 32 33 – Photographic Documentation.
3. Section 01 33 00 – Submittal Procedures.
4. Section 01 77 00 – Closeout Procedures.
5. Section 01 78 39 – Project Record Documents.
1.2 CLOSEOUT SUBMITTALS
A. Section 01 77 00 - Execution and Closeout Requirements: Closeout procedures.
1.3 DELIVERY, STORAGE, AND HANDLING
A. Handling of Meters:
1. The Contractor will be responsible for ensuring that equipment to be transported are properly secured for transportation between the storage location, Owner’s facility, and the installation location. Any lost or damaged products to transportation or storage of equipment will be the responsibility of the Contractor.
2. The Contractor will be responsible for the inventory management of the metering equipment.
3. Upon receipt of the metering equipment by the Contractor for installation, and upon removal of such equipment from the Owner's storage facility, the Contractor shall assume full responsibility for the equipment, including its
Herbert, Rowland & Grubic, Inc. 01 35 13 - 2 011364.0448 transportation, storage, protection, and installation, until final acceptance by the Owner.
1.4 OPERATIONAL REQUIREMENTS
A. Water Service Line Isolation
1. Operate existing valves within the dwelling or establishment to shut off the service line.
2. Where such valves are not available or operable, the Owner will locate curb stops and shut off the service line. The Contractor shall not operate the curb stops without specific direction and authorization from the Owner.
3. Notify the Owner at least 48 hours in advance of a shutdown required at the curb stop.
4. Where an existing valve within the dwelling or establishment is not holding, then the Contractor will use the curb stop to shut the water off to the property. The existing building control valve will not be replaced, but the Contractor will complete the meter change out.
5. If the existing valve within the dwelling or establishment is leaking externally prior to work performed, the Contractor shall inform the property owner of the faulty valve, document within the tracking database accordingly, and request permission from the Owner and property owner to proceed with the installation by using the curb stop.
B. Drain the existing plumbing system as required. Refill the existing plumbing system and expel air prior to testing the installation for leakage.
C. Take great care so as not to damage any parts of the existing plumbing system.
D. Take special precautions not to drain the hot water heater without first shutting off the heating system.
E. Do not use wrenches on wheel style shut off valves.
1.5 TEAM MANAGEMENT
A. The Contractor shall assign an experienced Installation Manager to the Project who will work locally to oversee the Project’s day-to-day operations for the duration of the Project.
The Installation Manager should be able to speak on behalf of the Contractor with regard to metering equipment replacement. Where required, the Contractor will provide additional supervisory resources in the field to ensure water metering equipment installers are supported in their duties.
1.6 DATA MANAGEMENT
A. Owner shall supply a digital database (EXC file) of the metered customers to the Contractor upon award of the Project. Owner will provide the following fields of information for the property owners:
1. Account number.
2. Address (street name and number).
Herbert, Rowland & Grubic, Inc. 01 35 13 - 3 011364.0448
3. Owner name.
4. Owner mailing address.
5. Existing meter size and serial number (if available).
6. Age of existing water meter (if available).
B. The Contractor shall provide a digital database (EXC file) that collects all installation data.
This system will allow Contractor to collect and store the following information digitally:
1. Account number.
2. Address (street name and number).
3. Owner name.
4. Owner mailing address.
5. Existing meter size and serial number.
6. Age of existing water meter.
7. Final reading of the old meter register.
8. New meter manufacturer, type, size and serial number.
9. Initial read of new meter or meter register.
10. Radio transmitter type and ID number.
11. Meter location description.
12. Name of water metering equipment installer who performed the work.
13. Existence of pre-existing plumbing concerns.
14. Existence of any leaks or evidence of tampering within the property.
15. Size and material type of incoming water service.
16. Contact phone number.
17. Contact email.
18. Location within home (side/rear/front, etc.).
19. Digital photographs as described in Section 01 32 33 – Photographic
Documentation.
1.7 PROPERTY OWNERS CORRESPONDENCE AND COORDINATION
A. The Contractor shall develop and deliver an Introductory Letter to property owners who require a meter replacement. The letter will introduce the Contractor, the Project, the benefits of the Project, and the appointment-making process.
B. Once the Introductory Letter has been delivered, the Contractor shall attempt to contact each property owner a minimum of three (3) additional times through two (2) different methods over a minimum six-week period in order to book or perform a water meter installation. All attempts to contact the property owner must be recorded.
C. Upon completing a minimum of three (3) attempted contacts, the Contractor shall send a property owner a Final Notice letter. Once a Final Notice letter has been sent, the address and name of the property owner will be passed on to the Owner. No additional attempts to contact the property owner will be made by the Contractor past this point.
D. Owner shall review and approve all letters to be issued to the public.
E. The Introductory Letter shall be printed on Owner-supplied letterhead and delivered in Owner-supplied envelopes.
Herbert, Rowland & Grubic, Inc. 01 35 13 - 4 011364.0448
F. The Contractor is required to track all contact they have with a property owner throughout the Project. This includes but is not limited to all attempts by the Contractor to set up an appointment and any attempts the property owner may have made to contact the Contractor before, during, or after the Project.
G. Once the Contractor has performed all of the required attempts to contact the property owner, Owner will send out a registered final contact letter. This letter will give the property owner one last opportunity to call and book an appointment.
H. The Contractor is required to document each attempted contact (date, time, and contact method).
1.8 CUSTOMER SERVICE CENTER
A. The Contractor shall supply a customer service center with adequate personnel to respond to appointment requests and complaints. The Contractor will provide and advertise a single local or toll-free number that will allow Owner’s customers to access a customer representative or answering service 24 hours per day, seven days per week.
B. At a minimum, the call center shall be staffed with adequate personnel, from 8:30 AM to 5:30 PM, Monday to Friday, to provide a live response within 30 minutes of each call received.
C. The Contractor shall allow customers to book an appointment at a specific time. The Contractor’s installers shall arrive at each appointment within 30 minutes of the scheduled time. If an installer expects to be late or is unable to attend a scheduled appointment, the property owner will be informed by that installer or a customer service center representative prior to the start of the appointment. Under no circumstances shall more than one appointment with the same customer be missed.
D. Any costs associated with booking or attending an appointment shall be borne by the Contractor.
1.9 QUALIFICATIONS, CERTIFICATIONS, AND IDENTIFICATION
A. The Contractor shall ensure that all field personnel are qualified, competent, and certified to perform the work they are undertaking before they are allowed to perform that work on their own. All field personnel shall be technically competent and of an acceptable character to allow them to perform work in an unsupervised manner.
B. All field personnel who will be performing metering equipment installations shall be fully trained in the work they are performing.
C. In any instance where plumbing modifications are required to properly install or change out metering equipment, field personnel must hold the proper plumbing licenses and certifications for the work they are performing.
D. All field personnel will be fully uniformed and the Contractor’s company logo will appear on the uniform in an appropriate location. The uniform shall be identifiable in all types of
Herbert, Rowland & Grubic, Inc. 01 35 13 - 5 011364.0448 weather.
E. All vehicles that are used in relation to the work shall have mounted on them in an appropriate location, their company logo, sized such that it can be read easily at a distance of 40 feet when the vehicle is not in motion.
F. Field personnel shall wear photo identification that is visible at all times. The photo identification shall include the field representative’s name, the Project’s title, the Contractor’s logo, and a phone number for property owners to call to verify the field representatives identity.
G. All field personnel performing plumbing activities must be a licensed plumber.
1.10 HOURS OF INSTALLATION
A. Weekly hours of operation shall be from 8:00 AM to 8:00 PM, Monday to Saturday. Under no circumstances shall work be performed on Sundays or holidays without prior written approval from Owner.
1.11 HOMEOWNER ATTENDANCE AND APPROVAL
A. No field personnel will enter or perform work on a property without the permission and continued presence of a responsible adult who is 18 years of age or older.
B. The Contractor’s installers shall fully explain to each customer the work that will be required to install metering equipment, prior to commencing each installation. The Contractor’s installers must receive written authorization, form to be provided by or approved by Owner, to proceed with the Work from the property owner or from a person who is authorized to speak on behalf of the property owner.
1.12 EXISTING PLUMBING
A. Adapting to Existing Plumbing
1. Owner anticipates that the Contractor will come across various types of water pipe during the course of work. The Contractor is responsible for installing the water meter on properties where the plumbing consists of manufactured copper, galvanized iron, lead and/or various types of plastic pipe. The Contractor shall document existing pipe material within the installation tracking database to be issued to Owner.
B. Damage to Existing Plumbing
1. Owner anticipates that the Contractor will encounter plumbing that is of various condition during the normal course of the Project. The Contractor is responsible for the plumbing system for a period of 30 days after the installation of the new metering equipment. It shall be presumed that any leaks reported to the Contractor or Owner within this time is a result of work performed by the Contractor’s installers and shall necessitate, therefore, further investigation by the Contractor, followed by a report of its findings to Owner. Having received and considered the Contractor’s report, if Owner decides that a leak is likely the result
Herbert, Rowland & Grubic, Inc. 01 35 13 - 6 011364.0448 of the metering equipment installation process or materials installed, then the Contractor shall make the required repairs as necessary.
2. Where the plumbing encountered by an installer is in poor condition, the Contractor shall make the property owner aware of its condition, and the conversation shall be documented. In this circumstance, the Contractor shall obtain authorization to proceed from the property owner before any work is performed.
3. Contractor is not authorized to complete work outside the scope of this contract unless previous authorization is obtained from both the Owner and the property owner.
1.13 INCOMPLETE METER INSTALLS
A. Where field personnel are not able to complete an installation, the Contractor shall record the reason that the meter installation could not be completed. Where a problem exists at the site, the Contractor shall provide a database update and identify a category from the install to be incomplete. The Contractor shall identify one of the following categories.
1. Unable to locate curb stop.
2. Curb stop in need of repair.
3. Property owner has not responded to Contractor’s three contact attempts and their Final Notice. The Contractor shall provide a detailed list of the dates and times of each contact attempt.
4. Property owner refuses to comply with the installation.
5. Contractor feels that damage/leaks would be the inevitable result of any work conducted by an installer.
6. Work required is outside the scope of this Project and the Contractor is requesting additional approval to complete the installation.
1.14 RETURN VISITS
A. The Contractor is responsible for all costs associated with return visits required to complete the installation. Once a property has been documented as “incomplete” for whatever reason, the Contractor shall not return to the property without the authorization from Owner.
1.15 ELECTRICAL GROUNDING
A. The Contractor shall not tamper with any existing electrical grounds connected to the water service. If the ground wire interferes with the installation, then it will be relocated by a qualified electrician in accordance with electrical regulations.
B. Temporary Electrical Ground
1. In all cases the Contractor shall ensure a temporary electrical ground is used before and after the meter location to ensure that electrical continuity is not compromised.
1.16 CONFIGURE METER FOR AMI
A. The Contractor shall enable the meter radio and configure the meter for AMI operation.
Herbert, Rowland & Grubic, Inc. 01 35 13 - 7 011364.0448
The Contractor shall coordinate with the Owner to obtain the necessary software, system access, and configuration requirements needed to complete the meter setup.
1.17 CHECK AND VERIFICATIONS
A. The Contractor shall perform various checks and verifications when performing work on a customer’s property. At a minimum, the water meter installer and the digital database shall perform the following checks and verifications:
1. The “as found” serial number will be recorded in the handheld. Where “as found” numbers are different than the numbers provided by Owner, then the Contractor’s installer shall re-verify that they are at the correct location and the correct water meter site.
2. The serial and identification numbers associated with the new water meter and radio transmitter shall be unique. Where and when either of these numbers conflicts with the number for another location, the Contractor will investigate and take digital pictures of the equipment at both locations.
3. The Contractor shall ensure readings from both the old meter register and the radio transmitter are correct. Where Owner finds these numbers to be in error, the Contractor will provide access to the digital pictures.
4. The Contractor shall run the water to make sure that the meter is working, that they installed it the correct way and to make sure the meter does not leak and that the valves hold.
PART 2 - PRODUCTS – Not Used.
PART 3 - EXECUTION – Not Used.
END OF SECTION
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