1-01 - Specifications - BN25-00027970 - Butterfly Valves, Parts Actuators.pdf

City of Dallas

Request for Bids (RFB)

Project Title: Butterfly Valves, Parts & Actuators Repair

Buyer Solicitation Number: BN25-00027970 http://www.dallascitynews.net/ http://www.dallascitynews.net/�

I. Introduction, Purpose and Intent

The City of Dallas (City) is soliciting bids to establish a thirty-six (36) month Indefinite Delivery/Indefinite Quantity (ID/IQ) master agreement for the purchase of Butterfly Valves, Parts & Actuators for use throughout the City. An ID/IQ agreement is established when quantities of services and/or delivery schedules cannot be determined. Materials ordered under this agreement will be ordered on an as needed basis for the term of the agreement.

II. Pre-Bid Meeting Schedule, Questions, and Inquiries

During the solicitation process bidders are required to limit their communication regarding this project to the Buyer referenced herein. A pre-bid meeting will be held by the City whereby the bidders will have an opportunity to ask the requesting department(s) questions and/or obtain clarification. The pre-bid meeting will be the only time when bidder and requesting department(s) will communicate directly, thereafter, all communication associated with this project shall be address to the assigned Buyer. Bidders may submit their questions electronically through the City solicitation portal, https://dallascityhall.bonfirehub.com/login. All questions shall be submitted electronically. The City will respond to all questions by way of addendum which will be posted as part of the solicitation. The City, its agents, and employees shall not be responsible for any information given by way of verbal communication.

III. Bid Submittal Requirements

To be considered responsive, bid response must be submitted electronically (https://dallascityhall.bonfirehub.com/login.) by the due date and time indicated in the solicitation. All bidders submitting bids through the electronic bidding system shall scan and upload a copy of their $100.00 bid security (sealed bid bond, certified check or cashier’s check) as an attachment to their electronic bid.no money orders or personal checks allowed. Original document(s) for the bid security shall be required from the recommended vendor(s) to be delivered to the city’s purchasing agent upon request. Bid security shall be delivered to: Office of Procurement Services, 3rd floor, Dallas City Hall, Room 3FN, Dallas, Texas 75201. The bid security of recommended bidders will be retained until such time as the awarded bidder has executed the contract. If the awarded bidder fails to execute and deliver the contract within ten (10) days after the notice of award, City may annul the notice of award and shall be entitled to make a claim against the bid security. The bid security of recommended bidders will be retained until the contract is awarded and the contract becomes effective, or all bids are rejected, whereupon bid security furnished by all recommended bidders will be returned.

The following documents should be submitted with your bid:

- Copy of Bid Security ($100.00)

IV. Local Preference

The City’s Local Preference Program values the participation of companies who have their principal place of business in the City of Dallas and who hire City of Dallas residents.

Request for Bids https://dallascityhall.bonfirehub.com/login

A local firm whose bid is within the following percentages may be considered for award over the lowest bidder (City Council ultimately decides):

• 3% of the lowest bid for a contract valued at greater than $500,000 for goods.

• 5% of the lowest bid for a contract valued at less than $500,000 for goods or services.

• 5% of the lowest bid for a contract valued at less than $100,000 for construction services

V. Specifications

The successful bidder(s) shall be in an established business of supplying Butterfly Valves, Parts and/or Actuators for three (3) years or more. The successful bidder(s) must possess and maintain the capacity to provide the products necessary through the duration of the agreement. The bidder(s) must maintain adequate inventory to satisfy the account without extended delivery time. Bidder must assign at least one (1) person to be exclusively responsible for handling the City of Dallas contract. The person(s) must be knowledgeable of the product, competent to receive new orders, able to discuss pending orders and generally provide customer assistance. A letter of authorization from the manufacturer shall be provided has proof of distributorship with the bid. All bidders must bid manufactured brands according to attached bid sheet per group.

GENERAL REQUIREMENTS & INFORMATION FOR BUTTERFLY & PLUG

VALVES, PARTS & ACTUATORS:

• A department for which a product has been supplied may request that a field technician attend the start-up for that purchased product.

• If a totally assembled valve and actuator is requested both valve and actuator shall be fitted and hydrostatically tested by the manufacturer prior to being shipped.

• Bidders shall provide price sheets and or quotes to the department upon request, (see “List Price”, on page 1 of the specifications.

• Manual Gear Actuators should be for Operating Nut and Hand Wheel operation. The Auma Actuator is an Auma GS Series, and the Limitorque Actuator is HCB Series.

GENERAL REQUIREMENTS FOR BUTTERFLY & PLUG VALVES and PARTS:

All Butterfly & Plug Valves for this solicitation shall conform to the most current features and material specifications of the latest revision of the AWWA C504 Standard.

VERIFICATION OF COMPLIANCE WITH SPECIFICATIONS:

Documentation: Remit statement of compliance/non-compliance with bid:

(1) Remit a statement that verifies and affirms that all items being bid on comply with all the provisions of this specification concerning the manufacturer’s Butterfly & Plug Valves, OR

(2) Specifically identifies each brand being bid on which does not meet all the provisions of this specification concerning the manufacturer’s Butterfly & Plug Valves. Give enough detailed information regarding the nature of each non-compliance to allow the City to determine if the non-compliance is minor and can be waived, or if it is major and shall be considered a cause for rejection of that valve and or actuator.

COMPLIANCE WITH NSF STANDARD 60 & 61: The State of Texas has passed a civil statute that mandates compliance with the National Sanitation Foundation (NSF) Standard 60& 61 for all direct and/or indirect additives to drinking water. All certified NSF 60/61 products must be awarded over any other items despite unit price. Bidder shall submit with their bid a statement clearly stating the present status of their receiving certification of compliance with the most current NSF 60/61 Standard for each product bided. Failure to submit this verification may imply a non-certified product is being bid. If a certified product is available, the City of Dallas must award the said product regardless of the price.

A. Butterfly & Plug Valve Product Requirements:

(1) Valves shall be suitable for fresh water having a pH greater than 6 and a temperature less than 1250F.

(2) All valves shall be designed for a maximum steady-state fluid working pressure of 150 psig and a maximum steady-state differential pressure of 150 psig.

(3) All valves shall be Class “B” valves designed for a maximum velocity of no more than 16 feet per second.

(4) All valves shall be of the short-body full-flanged face design, with Class 125 ANSI drilled flanges.

(5) The valve operating nut shall be painted black and shall open in a counterclockwise direction.

(6) All valves shall be furnished complete as specified including accessories and shipping and handling costs.

B. Butterfly & Plug Valve Quality Assurance:

Please provide manufacturers cut sheet with bid for the following bullets items below.

(1) Each manufacturer who provides Butterfly & Plug Valves under this specification shall have an approved Quality Assurance Program for controlled manufacturing in effect at the manufacturer’s facility throughout the manufacturing cycle. This Quality Assurance Program shall conform to a nationally recognized standard for quality assurance programs and shall apply to all phases of manufacturing from procurement of materials through shipping of the completed product.

(2) All materials used for bodies, discs, seats (resilient and metal), and shafts shall be certified by the material supplier. Certification shall consist of the results of chemical and mechanical property tests which conform to a detailed Quality Assurance Manual.

The Manual shall be available for review and the manufacturing facility available for a quality audit at the convenience of the City of Dallas. A Quality Assurance Manual shall be included in the required submittals.

C. Manufacturer Requirements for Butterfly & Plug Valves: The manufacturer shall have a minimum of five (5) years of experience in the production and sales of AWWA C504 Butterfly & Plug Valves. Change of ownership (name) of business may still count toward the year of experience. If deemed necessary to verify service the City reserves the right to request a qualified list of customers, with name of the organization, address, a representative’s name, and telephone number.

Please Note: The City reserves the right to request sample testing certificates from the vendor anytime during the term of the contract.

D. National Standards: All ANSI, ASTM, and AWWA Standards referred to herein shall be as last revised. In the case of conflict, this specification shall govern.

E. MATERIALS:

A. Body: The valve body shall be made of either gray iron per ASTM A48 Class 40 or ASTM A126 Class B, or ductile iron per ASTM A536, Grade 65-45-12 or Grade 70- 50-05.

B. Disc: Valve discs for valves 10" through 66" in diameter shall be manufactured of ASTM A536 Grade 65-45-12 ductile iron. Valve discs for valves 72" through 120" in diameter shall either be manufactured of ASTM A536 Grade 65-45-12 ductile iron or may be of ASTM A516 Grade 60 fabricated steel.

C. Valve Seat: The resilient valve seats shall be of Buna-N synthetic rubber. The mating seat surface, integral with the valve body or contained on the disc edge, shall be 18-8, Type 304 stainless steel. Sprayed or plated mating seat surfaces are not acceptable.

D. Valve Shaft: For valve up to 78”, valve shafts shall be manufactured of 18-8, type 304 stainless steel. For Valve larger than 78”, valve shafts shall be manufactured of 17-4, ASTM A564 type 630 stainless steel. In addition, the shafts shall be keyed at the 12:00 or 6:00 o'clock position, aligned with the disc to indicate closed position when installed in the system.

E. Shaft Bushings: Shaft bushing material shall be as recommended by the manufacturer provided that bushing material is disclosed to the City of Dallas and approved by the City of Dallas prior to the manufacturer of any valves for provision under this specification.

F. Bolting Material Requirements:

(1) All bolts shall be type 316 stainless steel heavy hex flange bolts. Bolt heads shall be hexagonal, with dimensions conforming to ANSI B18.2.1.

(2) All stainless-steel bolts manufactured by drop-forging or welding shall be fully passivated by the Nitric 2 treatment as defined by ASTM A967-01or by the Nitric 3 treatment as defined by ASTM A967-01. The awardee shall have a Water Immersion Test as defined in ASTM A967-01 performed on a sample of the passivated bolts, and a Certificate of Analysis shall be provided to the City of Dallas. Information should be included in the cut sheet provided with bid.

(3) All nuts shall be Type 316 stainless steel heavy hex, with dimensions conforming to

ANSI B18.2.2.

G. Gaskets: All flanged faces shall be provided with 1/8" thick rubber ring gaskets of the flat design. All ring gaskets up through 48" shall be dimensioned in accordance with Table A.1 of Appendix A of the AWWA Standard C110, latest edition.

H. Wrench (Operating) Nut:

(1) The wrench nut shall be made of either gray iron per ASTM A126, Class

B, or ductile iron per ASTM A536.

(2) The nut shall be 2" square at the base, 1 15/16" square at the top, and 1

3/4" high.

(3) An arrow indicating the direction of opening and the word “OPEN” shall be cast in the nut (or on the body adjacent to the nut).

(4) The nut shall be mechanically secured to the valve by means of a hexagonal stainless steel or bronze bolt for easy removal. A pressed pin/roll pin that requires knocking out is not acceptable.

INTERIOR COATING:

A. Surface Preparation: All interior ferrous surfaces of the valve exposed to water and subject to corrosion shall be prepared in accordance with the printed recommendations of the manufacturer of the coating.

B. Coating System Compliance: The interior coating system shall be compliance with the AWWA C550 Standard, shall immediately follow the surface preparation, and shall be a coating system which has received Certification of Compliance with the NSF 61 Standard for this application.

C. Coating Thickness: The coating shall be applied in accordance with the coating manufacturer’s printed instructions. The finished dry thickness of this coating in mils shall be within the range recommended by the manufacturer. The coating shall be applied to all stationary interior ferrous surfaces including all interior openings in the valve body. The coating shall not be applied to the gasket surfaces of the end flanges.

D. Coating Integrity: After the coating is completely cured, the coated surface shall be tested for porosity holidays and pinholes in accordance with Section 5.1 of the AWWA 550 Standard. All holidays or irregularities shall be repaired in accordance with the coating manufacturer’s printed instructions and the coating again tested. This process shall be repeated until the coating passes the holiday test

E. Coating Documentation: Upon request, the valve manufacturer shall furnish to the

City of Dallas specific data on

(1) The coating system used, including the name of the manufacturer of the coating system and the specific coating system designation.

(2) A copy of the coating manufacturer’s printed surface preparation and application instructions.

(3) Verification of Certification of Compliance with the NSF 61 Standard for this application of this coating.

(4) Verification that all valves supplied have in fact passed the Coating Integrity Test required by these specifications.

(5) A copy of the coating manufacturer’s printed instructions for the valve manufacturer’s repair of holidays and pinholes which are detected in the coating.

(6) A copy of the coating manufacturer’s printed instructions for field repair of damage to the coating.

EXTERIOR COATING:

A. Surface Preparation: All exterior surfaces shall be prepared in accordance with the printed recommendations of the manufacturer of the coating which is to be applied.

B. Coating System: The exterior ferrous surfaces of each valve shall be coated in accordance with the AWWA C504 Standard, as detailed below:

(1) Two different exterior coating systems may be required, depending upon where the valve is to be installed.

1.1 For Butterfly Valves which are destined for direct-burial applications, a two-coat asphaltic emulsion exterior coating in accordance with Section

4.2.2.1 of the AWWA C 504 Standard shall be called for in the valve order. The asphaltic emulsion shall conform to Federal Specification TT-C-494b.

1.2. Non-direct bury Butterfly Valves shall, at a minimum, be shop coated with a suitable metal primer to a dry film thickness of not less than three (3) mils. Flange faces shall be protected from atmospheric corrosion. If the manufacturer wishes, the exterior of the butterfly valve may be coated with the valve manufacturer’s standard exterior paint/epoxy coating system in lieu of just a primer coat.

DESIGN REQUIREMENTS:

Requested valves shall be designed so that the following conditions are met:

A. Flanges: The dimensions and drilling of end flanges shall conform to ASME/ANSI B16.1, Class 125, with full-sized bolt holes through the flanges.

Please Note: Several Divisions will use their own Flange Gaskets

B. Body: Regardless of whether gray iron or ductile iron is used for the body, the body shall be full-dimensioned, with a minimum body shell thickness as shown in Table 2 of the AWWA C504 Standard. No thin-wall or “compact” design valves shall be acceptable. Castings shall be clean and sound with no structural defects.

The following information, at a minimum, shall be cast in raised letters into the body: Manufacturers’ name or symbol, year assembled, size, rated working pressure, and direction of flow.

C. Disc: Butterfly valve discs for valves 30" in diameter and larger shall be of the

“off-set” design to provide a full 360-degree seating surface, uninterrupted by the shaft holes. Discs for valves of all sizes shall be designed so that there is no external ribs transverse to the flow direction.

D. Valve Seat:

(1) For all sizes of valves:

a. The resilient Buna-N seat shall be incorporated in the valve disc edge or in the valve body.

b. Resilient seats shall be mechanically retained by means of stainless-steel clamps, stainless steel rings, and 18-8 stainless steel bolts.

c. Resilient seats shall be capable of mechanical adjustment in each direction without the use of special tools.

d. Resilient seats must also be capable of replacement in the field without chipping, grinding, or burning out the old seat or the material which retains the resilient seat. No seat retention designs which utilize bonded seats or epoxy injection for a wedging action against the resilient seat or which require any “setting” or “curing” time shall be acceptable.

(2) For valves 30" and larger, replacement of the mechanically retained resilient seat shall be possible without removing the valve from the system.

E. Valve Shaft: Valve shafts for valves 24" and larger shall be of the two-piece type extending into the valve disc hubs for a distance of at least one and one-half shaft diameters. Smaller valves 24" in diameter or less may have solid one-piece shafts.

In all cases and for all sizes of valves, the minimum valve shaft diameter shall be as specified in the AWWA C504 Standard, latest edition, or as specified below, whichever is larger. In addition, valve shaft shall be keyed at the 12:00 or 6:00 position to indicate the closed position when installed in the system.

Valve Size: Minimum Shaft Diameter (17-4SS ASTM A564 Type 630)

F. Shaft sizes 78" - 120” shall be submitted and sealed by a Professional Engineer.

G. Shaft Bushings: Valve shaft bushings shall be designed by the manufacturer to ensure that they provide effective, long-lasting bearing surfaces for the support of the valve shaft without binding, dragging, or damaging the shaft under continuous full pressure differential loading conditions. Shaft bushings shall be contained in the integral hubs of the valve body and shall be of a one-piece “self-lubricated sleeve” design constructed of bronze backed P.T.F.E. material. For Butterfly Valves smaller and equal to 24” in diameter, one-piece, 1/32”, sleeve design, molybdenum disulphide filled nylon material may be substituted. However, this material must have a compressive strength of no less than 16,000psi (ASTM D695, 10% Def).

H. Shaft Thrust Bearing: Butterfly Valves 30" in diameter and larger shall be furnished with a factory-set, two-way thrust bearing on the valve shaft which shall be capable of being adjusted in the field without re-drilling, without re-pinning, and without the use of special tools.

I. Shaft Seals

(1) On valves of all sizes, where the valve shaft projects through the body of the valve for the actuator connection, a shaft seal shall be provided. This seal may be of either design stated below:

a. The seal may be of the type utilizing a stuffing box and pull-down packing gland so that the packing can be adjusted or completely replaced without disturbing any part of the valve or actuator assembly except the packing gland follower. Packing shall be of the non-asbestos self-adjusting split-V or square type.

b. The seal may be of the self-adjusting Chevron design.

(2) Where the valve shaft engages the thrust bearing, the valve shall be equipped with a thrust stub shaft cover or stub shaft end cover utilizing either an O-ring seal or an asbestos-free gasket to prevent leakage. The use of packing and/or thread seal washers to prevent leakage is not acceptable.

J. Shaft Torque Capability: Valves up through 72" in diameter shall be capable of withstanding the shaft torques tabulated under Class 150B in Table 4 of the AWWA C504-94 standard, at a minimum, without deformation or damage. The shafts of valves larger than 72" in diameter shall meet the material and dimensional specifications called out in this specification.

K. Electro-Butterfly Valves: that will be used in water application shall meet the following requirements:

(1) Valves must meet and exceed the latest AWWA C504 edition.

(2) Valves must be heavy duty resilient seated, lined in full compliance with

AWWA C504.

(3) Valves are available in flanged or mechanical joint configurations.

(4) Valves must have corrosion-resistant top bushing absorbing actuator side thrust.

(5) Valves must have permanently lubricated upper and lower bearings that require no maintenance and are designed for horizontal and/or vertical shaft loading.

PRODUCTION TESTS: The awarded vendor shall provide the user department with the manufacturer’s approved certified test results or a statement regarding compliance with the following tests in accordance with AWWA C504, Section 5.2.

A. Performance Test: Each valve with the actuator mounted directly on the valve shall be shop operated by the valve manufacturer three times from the fully closed to the fully opened position and the reverse under a no-flow condition, to demonstrate that the complete assembly is workable.

B. Leakage Test: Each valve shall be shop tested by the valve manufacturer for leaks with the valve in the closed position. The test shall be conducted with the disc in a horizontal plane. With the disc in the closed position, air pressure at 150 psig shall be supplied to the lower face of the disc for the full test duration of no less than five (5) minutes. The upper surface of the valve disc shall be visible and shall be covered with a pool of water at 0 psig pressure. There shall be no indication of leakage past the valve disc (visible in the form of bubbles in the water pool on top of the disc) during the test period. All valves shall be leak-tight in both directions.

C. Hydrostatic Test: The manufacturer shall subject all valve bodies to an internal hydrostatic pressure equivalent to two times the rated pressure of the valve.

During the hydrostatic test, there shall be no leakage through the metal, the end joints, or the shaft seal, nor shall any part of the valve be permanently deformed.

The time duration of this hydrostatic test shall allow visual examination for leakage and shall be at least three (3) minutes for valves ten (10) inch through twenty (20) inch, and ten (10) minutes for valves twenty-four (24) inch and larger.

METALLURGICAL TESTING:

A. Independent Testing: Subsequent to meeting all the other requirements of this specification but prior to acceptance of the valve, the valve manufacturer may be required to furnish metallurgical analyses conducted by a qualified independent testing laboratory for verification of material compliance with all applicable ASTM designations.

A. Data Required: The specific analyses required shall be determined by the City of

Dallas on a case-by-case basis.

ACCESSORIES:

A. Gaskets: All valves with flanged ends shall be provided with a full complement of ring gaskets as specified in these specifications.

PACKAGING:

A. Gaskets: When requested all flange gaskets shall be shipped inside the valve, sealed to protect the rubber gasket material from contamination and damage.

C. Valves:

(1) All valves provided shall be protected during transit and storage to prevent damage to the valves. The manufacturer shall ship each valve with full-face flange protectors of 3/4" exterior grade plywood or pressboard securely fastened over the flange faces to protect them during shipment.

Valves larger than thirty-six (36) inches shall be bolted or otherwise fastened to skids to preclude damage in subsequent handling. Small valves may be fully packaged at the manufacturer’s option to prevent damage.

(2) Valves shall only be lifted by utilizing clevis devices through the valve flange, or by forklift for those valves which are on pallets. In no case shall any valves be lifted by the actuator or by the valve shaft.

ACTUATORS:

A. Design: Valve actuators shall conform to the AWWA C504 Standard and shall be designed to hold the valve in any intermediate position between full open and full closed without creeping or fluttering. Valve actuators shall be of the worm gear design.

B. Test Results: Valve actuator manufacturers shall provide results of tests performed on actuators, in accordance with Sections 3.8.3 and 3.8.5.5 of the AWWA C504 Standard. Valve manufacturers shall submit maximum torque requirements at operating and design conditions.

C. Position Indicator: Valve actuators shall be equipped with a closed and open indicator. The indicator shall be raised, clearly showing the legends “Open” and “Closed” in text or depicted symbols at the end of a ninety (90) degree arc. An adjustable pointer shall be provided to indicate the valve position.

D. Direction of Operation: Clockwise direction shall close the valve and counterclockwise direction shall open the valve.

E. Manual Actuators: Where indicated on the bid sheet manual valve actuators Limitorque HBC series or Auma GS series shall:

(1) Shall be equipped with a wrench (operating) nut as specified in these specifications.

(2) All manual actuators must be capable of being submerged in groundwater and operated without causing damage.

Requirements for Limitorque L120 or LY series, and Auma SA or SG series electric actuators:

(1) Actuators shall have a mechanical dial position indicator, field adjustable torque switches, manual operation hand wheel, and motor thermal over-load protection. Actuators shall be designed to provide an operating time of 300 seconds for valves 20” and smaller and 300 seconds for valves 24” and larger, unless otherwise specified.

(2) Actuators shall include a motor reversing controller, control power transformer, three push buttons, indicating lights, three position selector switch (local-off-remote) and a phase correction device to ensure that correct output rotation is always obtained, regardless of the phase rotation of the incoming power leads.

(3) Actuators shall include a positioning proportional operator to accept a 4-20 mA input signal where 4 MA input drives the valve closed and 20 mA fully opens the valve. Positioning dead-band accuracy and repeatability shall be 1% or better through the entire valve travel. Adjustment and calibration shall be by way of easily accessible trim pits and circuit board LED’s. The position shall be field adjustable to have the valve fail open, closed, or hold last position upon loss of the MA signal.

(4) Electric actuators shall have single-voltage motors designed for operation on

230 or 460 Volts current, 60-Hertz frequency, three phase power as specified for the application. Three phase motors are to be TENV, Class F insulated and rated for a minimum duty of fifteen (15) minutes

(5) Electric Actuators shall have a manual override hand wheel, four 4-train geared limit switches with sixteen (16) totals and a reversing starter

(6) Electric actuators shall be rated NEMA 6 as standard.

(7) Modulating actuators shall be designed to allow calibration and set-up to be performed with standard DMM and MA output calibration meters. No special tools shall be required.

(8) Vendor(s) shall work with City of Dallas departments to ensure that the Actuators supplied fits with the Butterfly Valves specified by the user division or department ordering unit.

Requirements for EIM and Rotork Actuators:

(1) Vendor(s) shall work with City of Dallas departments to ensure that the

Actuators will work to industry standard and fits with the Butterfly Valves specified by the user/ordering department.

Requirements for REXA Xpac Series thru X2R Rotary Electric Actuators:

(1) Actuators shall have 100% modulating duty cycle.

(2) Actuators shall have positioning accuracy to 0.15%.

(3) Actuators shall include a positioning proportional operator to accept a 4-

20mA analog or impulse signal.

(4) Actuators shall be self-contained, non-intrusive and single unit design.

(5) Actuators shall be rated NEMA 4X as standard.

(6) Modulating Actuators shall be designed to allow calibration and set up to be performed with standard DMM and MA output calibration meters. No special tools shall be required.

(7) Vendor(s) shall work with City of Dallas departments to ensure that Actuators supplied fits with the Butterfly Valves specified by the user/ordering department.

Inspection: The Contractor shall provide all equipment, materials, manpower, and tools to perform onsite inspections. The Contractor shall inspect the interior and exterior functions and parts then provide a report of items requiring repair/replacement with an estimate cost within two

(2) days. After reviewing the inspection report and cost estimate, the City’s authorized representative will provide the Contractor written authorization and delivery order. Exact parts to be purchased or manufactured and source of supply shall be determined and agreed upon during this phase of the work. No increase to delivery order shall be allowed without prior written authorization from the FCD Representative. The contractor will be responsible for evaluating and sizing the replacement actuator properly.

Installation: Contractor shall install the new or repaired actuator to the valve meeting the latest industry standards with industry standard hardware. All wiring and mechanical connections shall be made so the actuator performs to industry standard and as required by authorized City personnel. A complete installation shall be performed in a neat and quality workman like manner.

Labor: The successful bidder shall ensure that the services rendered are performed with adequate quality control. The awarded vendor will be held responsible for all work including those of his subcontractor(s).

Labor shall be for repairs on existing equipment units, services shall include troubleshooting, removal, installation, replacing or repairs performed on any failed part(s).

All repairs must meet or exceed the original equipment manufacturers (OEM) specifications.

All wiring and mechanical connections shall be complete and functional

PACKAGING REQUIREMENTS: All actuators shall be protected during transit and storage to prevent any damages.

FIELD TESTING: Upon request by the user division or department the awarded vendor will be required to be present during the start-up of newly installed equipment and provide additional instructions on how to operate and maintain the equipment at no additional charge to the City of Dallas.

DOUBLE OFFSET HIGH PERFORMANCE BUTTERFLY VALVES:

DESIGN:

A. The Butterfly Valve shall be of the double offset design whereby the elastomeric seat is not in compression at any degree of opening except at full closure.

B. Butterfly Valves for water working pressures up to 150 PSI shall conform to ANSI/AWWA C 504, Class 150B, subject to the following requirements. Valves shall be of the size and class indicated in the valve schedule. All valves shall provide bi-directional shutoff at full rated pressure.

C. Flanged-End Valves shall meet the face-to-face dimension per AWWA C504 short body.

D. The nominal size, pressure rating, year of manufacture and manufacturer’s name or mark shall be cast onto the valve body or be on a permanently attached nameplate.

E. Butterfly Valves used on drinking water shall be NSF-61 certified.

CONSTRUCTION:

A. Body: Valve bodies shall be Ductile Iron, ASTM A536 65-45-12 or A536 60-40-18 with integral ANSI B16.1 Class 125 lb. flanges.

B. Disc: The disc shall be Ductile Iron, ASTM A536 65-45-12 or ASTM A536 60-40-18.

The disc shall be secured to the valve shaft using mechanically retained stainless steel shaft pins. The Disc Elastomeric Seal Retainer shall be Type 304 Stainless Steel.

Carbon Steel is not acceptable.

C. Shaft: Valve shaft shall be stainless steel ASTM A276 Type 304 meeting the requirements of AWWA C504 for Class 150B service. 2205 Duplex Stainless Steel or equal for the shaft material. 316 Stainless Steel or equivalent for the Retainer Ring.

D. Elastomeric Seal: Valve seats shall be EPDM mounted on the valve disc with Type 316 stainless steel fasteners. It shall be one continuous 360-degree elastomeric ring, adjustable and replaceable in the field using common tools. Seat retention methods which use hardened epoxy or grout in a dovetailed groove are not acceptable.

E. Metallic Seat: The metallic seat shall be high nickel alloy or 316 stainless steel and applied to the valve body by means of a weld overlay process precluding the possibility of leakage through the body/seat joint.

F. Shaft Seals: The shaft seals shall ensure the upper and lower valve shafts remain non-wetted and prevent pressurized system water from entering the uncoated valve disc hub and valve body shaft bore. The outer shaft seals shall be multiple O-Rings in a removable bronze cartridge bolted to the valve body and not retained by the valve actuator. Neither pull down packing glands nor braided compression packing are allowed.

G. Shaft Bearings: Valve Shaft Bearings shall be corrosion resistant, self-lubricating sleeve type made of bronze. Non-metallic shaft bearings are not acceptable.

H. The iron surfaces of the valve body and disc shall be coated with minimum 10 mil DFT fusion bond epoxy.

Note: WEY Butterfly Valves: WEY Butterfly Valves for Wastewater Applications will not be deemed to follow NSF 60 61 requirements. (See reference Group #19, per attached Bid Sheet).

ACTUATION:

A. Manual Actuators: Actuators shall conform to ANSI/AWWA C540, subject to the following requirements. All actuators shall be self-locking and shall hold the valve disc in the closed, open and any intermediate position without creeping or fluttering. All actuators shall incorporate a mechanical stop-limiting device to prevent over travel of the disc. Unless otherwise indicated, all manually actuated butterfly valves shall be equipped with a handwheel and position indicator. The valve manufacturer shall be responsible for mounting and testing the actuator.

Automatic Actuators: Where shown on the plans or in the valve schedule, the valve shall be supplied with a cylinder actuator meeting the requirements of ANSI/AWWA C541 or an electric motor actuator meeting the requirements of ANSI/AWWA C542, as further defined in the applicable specification. The actuator shall be mounted on the valve, adjusted, calibrated and tested as an assembly by the valve manufacturer.

VI. Communication

To provide the customer service required for this master agreement, bidders shall respond quickly and clearly, this is essential for the City of Dallas. Vendors shall answer emails from the City of Dallas within one (1) working day; vendors shall have a company employee (not an answering service or answering machine) answer the phone during normal business hours or provide either a cell phone or a pager number. Bidders shall respond quickly and clearly; this is essential for the City of Dallas. Phone messages must be returned within two (2) hours, seven (7) days a week, twenty-four (24) hours a day. The awarded vendor shall be responsible for all direct correspondence with the City of Dallas and shall not delegate communication responsibilities to anyone including sub-contractor or manufacturer.

VII. Commencement Date

Contract award is subject to approval by the Dallas City Council. The City of Dallas will require the Contractor to sign the necessary contract documents prepared by the City Attorney’s Office prior to going to Council. The proposed master agreement will become effective upon City Council approval and contract execution.

VIII. Award Method

The City’s intent is to award this solicitation by Group 1 thru 20 percentage discount/markup (-/+) for listed brands and Group 21 thru 26 Lines 1 - 3 are Hourly service charges per lines and line 4 is percentage discount/markup (-/+) for Actuators listed, to the responsive and responsible bidder(s) with the most advantageous percentage Discount or Markup (-/+) and has demonstrated compliance with the specifications. Bidder(s) shall be able to bid all lines within each group in this solicitation requires unit pricing in conjunction with discount/markup (-/+) lines. The City will calculate both the unit pricing and discount/markup (-/+) total to determine the lowest price for the respective group. The City reserves the right to award in the method that is most advantageous to the City. Bidders are not required to bid all groups on the bid sheet.

A request for bid does not commit the City to award any contract, the City reserves the right to reject all bids or waive irregularities. Late bids will not be considered for award.

Percentage (+/-) discounts/markups listed on the bid sheet shall remain firm during the term of the contract and include all costs incurred, real and unforeseen, related to the manufacture, shipping, and delivery of the units, including insurance, freight, and all direct costs.

The awarded vendor shall provide the City of Dallas with the most current manufacturer’s catalog or price list(s), via e-mail or approved media during the evaluation phase at no cost to the City, with the bid packet. Paper catalogs or Paper Price list will not be considered meeting the specifications. Please note other methods of verification may be considered on a case-by-case basis. The city must have a tangible way of verifying pricing, for each delivery order as part of our auditing process. The awarded vendor must provide the item description for citywide usage;

the information for each item shall contain stock number, colors, sizes, prices, point of contact for the manufacturer, and all other pertinent information to that purchase order.

The awarded vendor is required to submit any revised list as soon as they obtain it with a maximum allowance of new catalog pricing once every 12 months for the duration of this master agreement; price changes will begin 30 days from the date the City of Dallas receives a revised price list. Price revisions cannot be issued until a minimum of 6 months after the contract has been awarded. The City of Dallas will not reprocess invoices that have been paid per old price lists due to the bidder’s failure to submit the current price list. The City of Dallas will NOT re-issue a Delivery Order (DO) due to an increase in prices after vendor has received the DO.

IX. Location and Invoicing

The City shall pay invoices in thirty (30) days. For the City to pay invoices in thirty (30) days, the vendor’s invoice must be correct, and reflect the work or goods delivered to the City. The thirty (30) days will begin when the City has received a correct invoice reflecting the work or goods delivered. If the City receives an invoice that is not correct and/or reflective of work or goods that have been delivered, the City will request a corrected invoice, and the thirty (30) day period will begin once the correct invoice has been received. All work described in the vendor invoice must have been delivered in compliance with the terms of the contract.

Invoices shall be submitted monthly to the City for payment, unless both parties agree to alternative arrangement based on project milestones. Each invoice submitted for payment shall include, at a minimum, the following information:

• Name and address of the department for which services were provided

• Contact information of City staff who placed order (name, phone number, department)

• Date of order or Service

• Detailed description of each service

• Price good or services (charges for all services covered by this contract are to be separately stated and explained

• Total cost of goods/services

Submitting invoices without the above information may cause delays in payment processing.

Incorrect invoices or invoices sent to the wrong address will delay payment. Vendors who fail to follow these instructions risk having the contract with the City cancelled.

X. Ownership

All bidders shall bid a product that has been manufactured and/or in production and used by municipality entities for a minimum of five (5) years’.

Vendors shall assign at least one (1) person to be exclusively responsible for handling the City of Dallas contract. The person or persons must be knowledgeable of the product, competent to take new orders, and able to discuss pending orders and generally provide customer assistance. The facility must be sufficiently staffed to accept and process orders placed simultaneously by numerous city departments during routine business hours Monday through Friday.

XI. Total Cost of Goods and/or Services

The awarded vendor shall provide the City of Dallas with the most current manufacturer’s catalog or price list(s), by CD, e-mail, internet, or FTP (File Transfer Protocol), at no cost to the City of Dallas with bid submittal or upon request. Paper Catalogs or Paper Price List will not be considered meeting the specifications. Other methods of verification will be considered on a case-by-case basis. The City must have a tangible way of verifying price for each delivery order as part of our auditing process. The awarded vendor must provide current pricing media for citywide usage for the term of the contract. Information on the pricing media should contain for example, product name, stock number, colors, size, price and all other pertinent information to that purchase order. The awarded vendor is required to submit any revised list as soon as they obtain it with a maximum allowance of new catalog pricing once every 12 months for the duration of this master agreement. The City of Dallas will only honor revised prices beginning the date the City of Dallas receives the revised catalog and or list price by the methods listed above from the awardee. The City of Dallas will not reprocess invoices that have been created per old list price due to the bidder’s failure to submit current list price. All City of Dallas purchases shall be discounted per the quotes listed in the RFB from the awarded vendor.

Partial shipments are acceptable, but the order shall not be considered complete until such time as the total number of items ordered has been received. No More than two (2) shipments per order will be received without prior approval by the City of Dallas.

Parts shall be available for pickup from local vendors by a City of Dallas representative with delivery order at the vendor’s place of business between the hours of 8:00 am and 5:00 pm Monday through Friday, except for legal holidays.

The expenditures listed on the bid sheet is the City’s best estimates. Actual expenditures maybe more or less than the listed amount during the contract term. The City will not be responsible for any anticipated profit or losses, by any bidder, based on these estimated quantities. Nor is there a set amount of product orders to be placed monthly. The user departments will place their orders as needed. Therefore, some months may have a lot of orders and some months may have none.

Payment to the successful bidder will be based on actual purchases for parts or material as requested by the user department/division(s).

XII. Performance Measures and Contract Management

Orders for Standard Valves and Stock Parts shall be delivered within thirty (30) business days upon receipt of delivery order. Orders for Specialized Valves and Parts shall be completed within one hundred (90) business days after receipt of order by the department. The City of Dallas will not pay shipping, delivery or freight charges (All quotations must be F.O.B City of Dallas, and included in unit cost.), unless it’s an emergency. In EMERGENCIES, the City of Dallas may need to expedite deliveries orders within twenty-four (24) hours of notification. The awarded vendor must supply estimated freight charges to the City of Dallas prior to shipping the order. Verbal orders will require acknowledgment within twenty-four (24) hours. Deliveries shall be coordinated with various locations throughout the City of Dallas.

The successful bidder(s) shall be required to execute the City’s contract in the form as attached to these specifications in “Form Contract”. The form may be tailored by the City Attorney’s Office to meet the special requirements of this procurement; all bidders, however, are expected to calculate and submit their bid based on the requirements contained in the form contract attached as well as the specifications. Bidders should review the form contract carefully and seek private legal advice if there are questions about the legal effect of any of the provisions. No exceptions or modifications to, or substitutions for, this form contract will be accepted or permitted; any attempt to except to, modify, or substitute for the City’s form of contract as contained herein may render the bid non-responsive.

The contractor shall perform his obligations as set forth in the specifications and the contract in a professional manner. In the event the contractor does not perform his obligations to the satisfaction of the City of Dallas or does not perform the duties as set forth in the specifications, the City of Dallas shall give the contractor a written ten (10) day notice of deficiencies by certified mail. Upon receipt of the notice, the contractor shall have ten (10) days to correct all the deficiencies, or the contract will be canceled effective ten (10) days from the receipt of the notice. The notice or communication given under this paragraph shall be in writing and be given by certified mail; same shall be deemed to have been given and received when a certified letter containing such notice, properly addressed, with postage prepaid, is deposited in the United States Mail, it shall be deemed to have been given when delivered to and received by the party to whom it is addressed.

If the contractor does not or cannot rectify all problems after the ten (10) day period, the contract shall be subject to termination, and the City of Dallas shall have no further obligations to the contractor.

XIII. Special Requirements

All valves excluding “WEY” valves, must have received verifiable Certification with the most current NSF 60/61 standard. In addition, any valve attached to a federal or grant funded project is required to meet American Iron and Steel provisions (AIS) which requires assistance recipients to use Iron and Steel products that are produced in the United States. The requirement applies to projects for the construction, alteration, maintenance or repair of a public water system or treatment works.

No Substitution will be allowed for the listed brands on the bid sheet. If a vendor would like to have a different brand to evaluate, they can send a sample valve to the end user for evaluation.

Evaluation can take up to three (3) to eighteen (18) months, depending on the application of the valve. Sample’s products can be sent to the evaluating department, via the solicitation buyer, contact the buyer for that information. Valves must pass the evaluation phase to be placed on the approval list for the next renewal solicitation. If the valve does not meet specifications, the valve will be rejected. Valves being tested and/or evaluated cannot be awarded during this solicitation award period.

Repair services shall start within two (2) days after the work order has been issued/received or as specified in the work order. If the contractor cannot meet this time frame, the contractor shall notify the Contract Manager immediately. If the Contractor delays in the above, or is unable to perform the services, the City reserves the right to obtain the repair services from other sources.

Final pricing must include any delivery, shipping or freight charges of materials (Pumps). All quotations must be F.O.B City of Dallas and included in unit cost. In an emergency, the City of Dallas may need to expedite service request orders within one (1) hour of notification this shall include verbal orders. The delivery order number will be provided the next business day.

XIV. Audit Requirements

The Contractor shall keep accurate records of all components of invoices to the City including but not limited to times and payroll receipts for hourly personnel utilized by this Contract. These records shall be retained for a minimum of two years after the conclusion of the Contract. The City reserves the right to audit any records it deems necessary for the execution of this Contract.

XV. Service Completion Schedule

All products provided shall be new and warranted to be free from defects in workmanship, design and materials. Warranty shall be for the manufacturer’s customary warranty period or a period of one (1) year whichever is greater. The warranty will begin upon the City of Dallas acceptance of the product, installation, or service.

Defective parts shall be replaced with new materials when it has been determined that the failure(s) is product related. Vendor will be responsible for any shipping charges for returns during the warranty period. If it is determined that the product must be replaced the product will be returned for full credit, including any shipping charges.

All services provided under this contract shall be warranted to be free from poor workmanship, planning and materials, which affect the integrity of the service. The warranty shall be for the customary warranty period. The warranty will begin upon the City’s acceptance of the service provided.

If the service project fails and is believed to be the awarded Contractor’s responsibility, the City of Dallas shall give a written notice for…