1-TS-2737 Request for Proposal UV Disinfection System.pdf

REQUEST FOR PROPOSAL

UV Disinfection System Equipment and Services at JIWRF and SSWRF

CONTRACT NO. TS-2737

The Milwaukee Metropolitan Sewerage District (District or Owner) invites Suppliers who have proven experience with open-channel ultraviolet light (UV) disinfection systems with automatic cleaning systems suitable for use in a large (>100 mgd) water reclamation facility to submit sealed proposals to supply UV disinfection system equipment and related services for the District’s disinfection process improvement projects at the Jones Island Water Reclamation Facility (JIWRF) and South Shore Water Reclamation Facility (SSWRF).

BACKGROUND AND SUMMARY

The District owns the JIWRF and SSWRF, which are currently operated and maintained by Veolia Water Milwaukee (Veolia). Both facilities currently use chemical disinfection for effluent pathogen reduction. The District’s disinfection process improvement projects are currently under design and will add a UV disinfection system to each facility in parallel with the chemical disinfection system. Under normal operation and secondary effluent conditions, the UV disinfection system will treat base flows and the chemical disinfection system will treat a portion or all of the wet weather flows.

The District requires the same UV disinfection system equipment Supplier for both WRFs.

The successful Supplier will provide:

• Design assistance (project design workshops, product data/shop drawing submittals and workshops, bid set review, etc.),

• UV disinfection system equipment,

• Supplier’s services during construction (testing, training, startup, etc.),

• Spare parts and special tools.

This Request for Proposal (RFP) includes the following attachments:

Attachment A Design Assistance Scope of Services Attachment B UV Disinfection System Equipment Scope of Services

(Specifications and Drawings) Attachment C Certification of Non-Discrimination form

Attachment D Equal Employment Opportunity Data form Attachment E Sample Design Assistance Contract Attachment F Design Assistance Cost Summary Table Attachment G UV Disinfection System Equipment Costs Summary Table Attachment H Sample Equipment Pricing Agreement Attachment I Spare Parts and Consumables Cost Summary Table

The Supplier will be selected based on information provided in the proposals received in response to this request and the criteria described herein. The District and the selected Supplier will execute an equipment pricing agreement with the District (see Attachment H for a sample agreement) for the UV disinfection system equipment and related services during construction as described herein. The pricing for the UV disinfection system equipment and related services during construction will be defined in the District’s bid and construction documents for the disinfection process improvements (Contract J03006C01 for JIWRF and S03005C01 for SSWRF). The contractor for these construction contracts will ultimately procure and install the equipment. The selected Supplier will also enter into a contract with the District to provide design assistance to the District’s engineering consultant.

The District is expecting responses from only Trojan Technologies and Veolia Water Technologies & Solutions. After an extensive investigation, it was determined that there are only two UV Suppliers that (1) are able to fit their equipment into the existing plant footprints and hydraulic profiles, (2) have been in business for at least 20 years and (3) have at least three equivalent US installations with similar design criteria.

GENERAL INFORMATION

Firms wishing to be considered in the selection process must submit an electronic Proposal Package no later than the Closing Time of 10:00 a.m. central time on October 6, 2025. No proposals will be accepted after this date and time.

This District will only accept electronic submissions via the District’s secure online portal in response to this Request for Proposal (RFP). Please see the next section entitled “SUBMISSION INSTRUCTIONS FOR PROPOSERS” on how to submit a proposal.

All proposals shall be written in English. All proposals shall contain concise written material and may contain illustrations. Legibility, clarity and completeness are essential.

All submittals must use 8-1/2” x 11” portrait format, but may be supplemented using 8- 1/2” x 11” landscape or 11” x 17” illustrations.

Proposers shall provide a complete Proposal Package consisting of the following components:

• A Transmittal Letter (2 page maximum) on Supplier’s letterhead clearly identifying the Supplier’s name, address, and telephone number. The

Transmittal Letter shall be signed by a person authorized to submit and sign a proposal and include the name of the person authorized to submit/sign the proposal, their title, telephone number, and e-mail address.

• A completed Non-Discrimination Certification (Attachment C)

• A completed EEO Data Form (Attachment D)

• Design Assistance Proposal - Provide the following documents:

o A summary of the Design Assistance services that will be provided, o Design Assistance Cost Summary Table (see Attachment F)

• UV Disinfection System Equipment Proposal - Provide the following documents:

o A detailed description with firm price quotation for all JIWRF UV

Disinfection System Equipment and related services during construction o A detailed description with firm price quotation for all SSWRF UV

Disinfection System Equipment and related services during construction o UV Disinfection System Equipment Costs Summary Table (see

Attachment G)

• Energy Use - A document outlining the average and maximum power consumption for the UV Disinfection System at each WRF, expressed in kilowatt-hours/day.

• Spare Parts and Consumables proposal - Provide the following documents:

o A description of the spare parts and consumables required for each WRF o Spare Parts and Consumables Cost Summary Table (see Attachment I)

• Maintenance and Cleaning proposal - Provide the following documents:

o A proposal document containing detailed maintenance and cleaning instructions, and schedule and service support for each WRF

The District reserves the right to accept or reject any or all proposals and to waive informalities or irregularities in the selection process.

The District will not be liable for any costs incurred by the respondents in replying to this RFP. In addition, the District is not liable for any costs for work or services performed by the selected Supplier’s prior to a written Notice to Proceed.

Requests for further information or questions regarding this RFP should be addressed only to the contact person listed below. UNAUTHORIZED CONTACT

REGARDING THIS RFP WITH OTHER ANY DISTRICT EMPLOYEE MAY RESULT IN

DISQUALIFICATION. Any oral communication will be considered unofficial and non-binding. Proposers shall rely only on written addenda issued by the individual listed below.

Nathan Churchill

Senior Procurement Specialist Milwaukee Metropolitan Sewerage District

260 West Seeboth Street Milwaukee, WI 53204-1446 e-mail: nchurchill@mmsd.com mailto:nchurchill@mmsd.com

This RFP is available on the District’s Bonfire Procurement Portal website at https://mmsd.bonfirehub.com, Reference # TS-2737. If it becomes necessary to revise any part of this RFP or otherwise provide additional information, an addendum will be posted on the District’s Bonfire Procurement Portal website at the same location. This website location will no longer be available to the public or proposers after RFP submission period has closed.

The District is a unit of local government obligated to comply with Wisconsin’s Open Records Law, Wisconsin Statutes §§ 19.31 through 19.39. The presumption under the law is that District records shall be open to the public unless there is a clear statutory exception, unless there exists a limitation under the common law, or unless there is an overriding public interest in keeping the record confidential. As such, proposers should assume that their proposals will be subject to disclosure under the Wisconsin Open Records Law.

Proposals will only be accepted from Supplier’s authorized to do business in the State of Wisconsin.

SUBMISSION INSTRUCTIONS FOR PROPOSERS

Please follow these instructions to submit via the District’s’ Procurement Portal.

1. Prepare your submission materials:

Requested Information

Name Type # Files Requirement

Transmittal Letter File Type: PDF (.pdf) 1 Required

Design Assistance proposal document and Cost Summary Table File Type: PDF (.pdf) 1 Required

UV Disinfection System Equipment proposal document for each WRF and Cost Summary Table

File Type: PDF (.pdf) 1 Required

Energy Use proposal document for each WRF File Type: PDF (.pdf) 1 Required

Spare Parts and Consumables proposal document for each WRF and Cost Summary Table

File Type: PDF (.pdf) 1 Required https://mmsd.bonfirehub.com/

Name Type # Files Requirement

Maintenance and Cleaning instructions and schedule, and service support proposal document for each

WRF

File Type: PDF (.pdf) 1 Required

Non-Discrimination Certification File Type: PDF (.pdf) 1 Required

EEO Data Form File Type: PDF (.pdf) 1 Required

Please note the type and number of files allowed. The maximum upload file size is 100 MB.

Please do not embed any documents within your uploaded files, as they will not be accessible or evaluated.

All electronic documents submitted in response to this proposal shall not contain file restrictions (e.g. encryption, password protection, special security, or the like) that prevent the District from combining multiple electronic documents into one for records management purposes.

2. Upload your submission at:

https://mmsd.bonfirehub.com/projects/201431/details

Your submission must be uploaded, submitted, and finalized prior to the Closing Time. We strongly recommend that proposers take at least ONE (1) hour before Closing Time to begin the uploading process to finalize your submission.

Important Notes:

Each item of requested information will only be visible to the District after the Closing

Time.

Uploading large documents may take considerable time, depending on the size of the file(s) and your Internet connection speed.

You will receive an email confirmation receipt with a unique confirmation number once you finalize your submission.

Minimum system requirements: Microsoft Internet Explorer 11, Microsoft Edge, Google Chrome, or Mozilla Firefox. Javascript must be enabled.

https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmmsd.bonfirehub.com%2Fprojects%2F201431%2Fdetails&data=05%7C02%7Cdwoznicki%40mmsd.com%7Cd6b32b34199c4887772a08ddec909329%7C60358a37b56c4548aa164a39cd03a7c4%7C0%7C0%7C638926827903422876%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=MJKji480f%2B%2BA7FdYv4vLTv3inpJn9GsxdygXjAP3yng%3D&reserved=0

Need Help? – The District uses a Bonfire portal for accepting and evaluating proposals digitally. Please contact Bonfire at Support@GoBonfire.com for technical questions related to your submission. You can also visit their help forum at https://bonfirehub.zendesk.com/hc

SITE TOUR

Proposers may visit the project site at each WRF, but all site visits must be coordinated with the District by contacting Nathan Churchill, District’s Senior Procurement Specialist, at nchurchill@mmsd.com.

QUESTIONS

All questions related to this RFP must be directed in writing to Nathan Churchill, District’s Senior Procurement Specialist, at nchurchill@mmsd.com before 4:00 p.m. on September 29, 2025. Questions directed to other contacts at the District will not be recognized.

NON-DISCRIMINATION

The District has adopted a Non-Discrimination and Equal Employment Opportunities policy. The following is an excerpt from that policy:

"It is the District’s policy to encourage equal employment opportunity practices on the part of private businesses. Persons seeking to do business with the District are expected to comply with applicable Federal and State of Wisconsin laws, regulations, and orders relating to equal employment and non-discrimination with regard to employees and subcontractors. To this end, the District shall include equal employment opportunity and non-discrimination requirements as part of the District’s purchasing and contracting procedures."

In accordance with said policy, the District requires that the proposer complete and submit the Certification of Non-Discrimination (Attachment C) and the Equal Employment Opportunity Data form (Attachment D) as an appendix to the Qualifications Proposal.

STATE SALES TAX

The District is a local government unit exempt from Wisconsin sales tax. Wisconsin sales tax should not be included in any quoted price.

TERMS, CONDITIONS AND INSURANCE

The successful proposer is expected to enter into a contract with the District for the Design Assistance activities. A Draft Contract is provided as Attachment E. Proposers mailto:support@gobonfire.com https://bonfirehub.zendesk.com/hc must identify all exceptions to the Draft Contract terms and conditions in their Design Assistance Proposal. Any exceptions will be considered in proposal evaluation. The draft contract included as Attachment E is merely a template and the terms and conditions of the contract that the selected supplier will enter into with the District may vary from those of the template.

Proposers should be prepared to provide proof of insurance coverage at the levels required by the District. Insurance requirements are set forth in the Draft Contract provided in Attachment E. Proposers must identify within their Design Assistance Proposal any exceptions to the insurance requirements presented in the Draft Contract.

Any exceptions will be considered in proposal evaluation.

SELECTION PROCESS AND SCHEDULE

The proposals received in response to this request will be evaluated by a Selection Advisory Committee (SAC). The District will not release the names of committee members and requires that proposers direct any questions to the aforementioned District contact person. The SAC will evaluate the proposals using the proposal evaluation criteria outlined herein.

Depending upon the thoroughness of the proposals and because of time constraints, the District may select a Supplier based upon the initial proposal submittal. Do not assume there will be an opportunity to submit additional information. Submit your initial proposal as your “best and final offer.”

The District will select a Supplier based solely on the proposals received, send written communication to the highest-rated proposer(s) seeking clarification to any part of the proposal(s) deemed necessary, or interview the highest-rated proposer(s). If the District intends to hold interviews, the highest-ranked proposer(s) will be contacted to schedule an interview. Information obtained through written communication or interviews will be used to further evaluate the proposal(s). The initial scores awarded for proposal(s) are subject to change based on written communications and interviews, if held. Final selection of the highest-rated proposer will be based on the highest overall proposal score. The highest score will be the proposer that best complies with this RFP and will be the most advantageous to the District.

Following final selection of the highest rated proposer, a letter will be sent to all proposers informing them of the District’s selection. The District will negotiate final contract terms with the selected proposer.

The following is the proposed schedule for this project, including anticipated District timeframes for selection and Contract award:

September 8, 2025 Issue RFP

October 6, 2025 Deadline for Receipt of Proposals

October 17, 2025 Selection by Committee

October 31, 2025 Complete Contract Negotiations

November 2025 Execute UV System Design Assistance Contract and UV

Disinfection Equipment Pricing Agreement

July 2026 Finalize construction contract bid documents

August 2026 Bid construction contracts (J03006C01 and S03005C01)

January 2027 District Commission Awards construction contracts

February 2027 Construction contract Notice to Proceed (NTP)

October 2029 Construction finish

PROPOSAL EVALUATION CRITERIA

The District will evaluate proposals based on the following criteria. The point number is the weight of each criterion. There are a total of 100 points available for the proposal evaluation.

The selected proposer will be a responsive proposer with the apparent high score as determined by the total of all the criteria.

The following information must be included in each proposal and will form the basis of the evaluation. The District will thoroughly review and evaluate each proposal.

Responses should be clear, concise, and complete.

For each criterion, unless otherwise stated, the lowest sum will receive the full points, and all other proposer scores will be determined according to the following Score Calculation ROUNDED DOWN to the nearest whole number:

𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆 = 𝐹𝐹𝐹𝐹𝐹𝐹𝐹𝐹 𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃 ∗ �1 − �

(𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃𝑃 𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉 − 𝐿𝐿𝐿𝐿𝐿𝐿 𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉)

𝐿𝐿𝐿𝐿𝐿𝐿 𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉𝑉

Any discrepancies in the submitted tables between the indicated sum of any column of figures and the arithmetically correct sum will be resolved in favor of the arithmetically correct sum. The District reserves the right to correct inaccurate values with written justification based on experience with similar installations of proposed equipment.

Any additions, deletions, or clarifications to the Scope of Services in Attachment A and Attachment B must be identified separately from the “base” proposal.

DESIGN ASSISTANCE – 3 points

Provide the cost for Design Assistance to the District’s engineering consultant as specified in Attachment A. Provide the best and final number as the resulting cost provided for this criteria/section will be used in a Design Assistance contract separate from the work in other sections of this RFP. Use Attachment F as a template to summarize and calculate the final pricing for this section. Attachment E is a Draft Contract for the work in this section. Submit a document summarizing the Design Assistance services to be provided, any assumptions made, and note any exceptions to Design Assistance outlined in Attachment A. The grand total in Attachment F for Design Assistance for both WRFs will be used to calculate the points awarded for this criterion.

UV DISINFECTION SYSTEM EQUIPMENT – 40 points

Provide a list, description, and details of the equipment for each WRF as outlined in Attachment B. Provide adequate detail in the proposal to allow the District to verify the proposed equipment for each WRF. Clearly state any exceptions to Attachment B. This includes all equipment required for a fully functional UV disinfection system, low voltage transformers, packaged control system and all spare parts and special tools as outlined in the Specifications. Include any standard terms and conditions related to equipment purchase with the proposal.

The District intends to finance the disinfection system improvement projects with a low interest loan through the Clean Water Fund Program (CWFP). All projects financed through the CWFP must include Build America Buy America (BABA) requirements.

Projects with BABA requirements must use to the extent applicable:

• Iron and steel for which all manufacturing steps after mining occurred in the United States;

• Manufactured products assembled in the United States for which 55% of the components (by cost) were mined, produced or manufactured in the United States; and

• Construction materials for which all manufacturing occurred in the United States.

For each WRF, provide pricing for the UV disinfection equipment, spare parts and special tools outlined in Attachment B, without and with BABA requirements. Provide a firm price for related services during construction (supervision of installation, testing, training, commissioning, warranty, and follow-up support services). Use Attachment G as a template for this section and complete Items 1, 2 and 3.

The District’s engineering consultant will provide the estimated construction cost for the structural, mechanical, and electrical work associated with the UV disinfection system equipment package proposed by each Supplier, Attachment G, Items 4 and 5.

The total price at each WRF will be calculated with and without BABA requirements.

The District will evaluate the cost of overall BABA compliance, and will choose between the non-BABA and BABA compliant project as is in its best interest. The grand total cost for both WRFs, with or without BABA requirements in the District’s best interest, will be used to calculate the points awarded for this criteria.

The proposed costs at each WRF will be used in construction Contracts J03006C01 and S03005C01 which will purchase and install the equipment. The District and Supplier will execute an Equipment Pricing Agreement (see Attachment H for a sample agreement) to hold the prices until the District executes contracts with the successful construction contractor(s).

ENERGY USE – 45 points

Provide a document which outlines the average and maximum power consumption for the UV Disinfection System at each WRF, expressed in kilowatt-hours/day. For the average power consumption use the average discharge flow and average UV transmittance conditions as specified in Section 11289 of Attachment B. The sum of the average annual power consumption for each WRF will be used to calculate the points awarded for this criterion. For the maximum power consumption assume all equipment is on full power. The maximum power consumption will be used by the Owner’s engineering consultant to estimate the construction cost associated with the UV disinfection system equipment package proposed by each Supplier.

SPARE PARTS AND CONSUMABLES – 6 points

Provide a document describing the spare parts and consumables required for all equipment provided by the Supplier for each WRF.

Provide the current cost of the following items:

1. Lamp

a) Number of Lamps in Service at average dry weather conditions

b) Expected life

c) Current replacement cost

2. Ballast/Lamp Driver

a) Total number of installed ballasts/lamp drivers

b) Current replacement cost

c) Expected life

3. Quartz Sleeve

a) Total number of installed quartz sleeves

b) Current replacement cost

c) Expected life

4. UV Intensity Sensor

a) Total number of installed UV intensity sensors

b) Current replacement cost

c) Expected life

5. Cleaning System Consumables (cleaning solution, etc.)

a) Current consumable cost

6. Cleaning Wiper

a) Total number of installed cleaning wipers

b) Current replacement cost

c) Expected life

Use Attachment I as a template to calculate the cost for the spare parts and consumables. The Grand Total Spare Parts and Consumables Cost for both WRFs will be used to calculate the points awarded for this criterion.

MAINTENANCE AND CLEANING – 6 points

This section will evaluate the maintenance, cleaning, calibrating, and service support for the UV disinfection system. Provide a document which details the maintenance, cleaning and calibrating instructions and schedule and the service support for the UV disinfection equipment being proposed which shall, at a minimum, include:

1. (3 points): Maintenance Labor Hours:

a) Lamp-bank cleaning: Provide lamp-bank cleaning descriptions, the estimated labor hours per lamp-bank cleaning, and the recommended lamp-bank cleaning frequency based on the conditions described in the Attachment B Specifications.

b) Replace spare parts: Provide the estimated labor hours required to replace the following spare parts, and replacement frequency based on the conditions described in the Attachment B Specifications.

• Lamp Replacement

• Ballast/Lamp Driver Replacement

• Quartz Sleeve Replacement

• UV Intensity Sensor Replacement

• Cleaning Wiper Replacement

c) UV sensor calibration: Provide the estimated labor hours required to calibrate a UV sensor, the average number of calibrations required per year and the total number of UV sensors that require calibration at both WRFs.

2. (3 points): Service Support including locations and quantity of service personnel, and spare part lead times.

Provide adequate detail in the proposal for this section so the District can understand and verify the equipment maintenance and cleaning effort needed at each WRF. The District will review and compare information provided by the proposers. For the first criterion, Maintenance Labor Hours, the estimated total labor hours per year will be used to calculate the points awarded for each criterion. For the second criterion, service support, the proposal which provides the most extensive service support, as determined by District, will receive a full score, and a proposal with less extensive service support will result in a score reduction.

ATTACHMENT A

ATTACHMENT A

DESIGN ASSISTANCE SCOPE OF SERVICES

DESIGN ASSISTANCE

A. Supplier shall provide Design Assistance to the Owner and Owner’s engineering consultant as outlined below:

1. Project design workshop:

a. Supplier shall participate in an in-person, two day-long workshop (one day per system) with the Owner and the Owner’s engineering consultant to discuss the installation design.

b. The installation design documents will be reviewed.

c. Topics will include structural requirements and layout, mechanical equipment layout, electrical and instrumentation design, programming and SCADA interface with the plant system, and any additional feature for a complete installation design.

2. Product data and shop drawing submittal

a. Prepare and submit for review the product data and shop drawings specified herein.

b. Submit product data and shop drawings within 12 weeks of the Design

Assistance Contract notice to proceed.

3. Product data and shop drawing submittal review workshop:

a. Supplier shall participate in two virtual, half-day long workshops (one for each WRF) with the Owner’s engineering consultant to review and discuss the UV equipment data and submittal.

4. Bid set review:

a. The Supplier shall review the final construction contract plans and specifications related to the UV disinfection system provided by the Owner’s engineering consultant to confirm it complies with the Supplier requirements and warranty provisions.

ATTACHMENT B

UV DISINFECTION SYSTEM EQUIPMENT SCOPE OF SERVICES

TABLE OF CONTENTS

SPECIFICATIONS

DEFINITIONS

DIVISION 01 – GENERAL REQUIREMENTS

SECTION NO. TITLE

01357 DELEGATED DESIGN PROCEDURES

01756 COMMISSIONING

01782 OPERATION AND MAINTENANCE MANUALS

01783 WARRANTIES AND BONDS

01850 DESIGN CRITERIA

DIVISION 11 - EQUIPMENT

11289 ULTRAVIOLET DISINFECTION SYSTEM

DIVISION 16 - ELECTRICAL

16275 LOW-VOLTAGE TRANSFORMERS

DIVISION 17 - INSTRUMENTATION AND CONTROLS

17055 PACKAGED CONTROL SYSTEM

DRAWINGS

GENERAL

DRAWING NUMBER TITLE

201-G-1 COVER SHEET

201-G-2 INDEX TO DRAWINGS

201-G-3 JONES ISLAND LOCATION MAP

301-G-4 SOUTH SHORE LOCATION MAP

201-G-5 JONES ISLAND SITE MAP

301-G-6 SOUTH SHORE SITE MAP

201-G-7 LEGEND - GENERAL DRAWING AND ABBREVIATIONS

201-G-8 LEGEND - MECHANICAL SYMBOLS AND NOTES

201-G-9 LEGEND - MECHANICAL SYMBOLS

201-G-10 LEGEND-INSTRUMENTATION ANO CONTROL TABLE AND NOTES

201-G-11 LEGEND-INSTRUMENTATION ANO CONTROL SYMBOLS

P&ID

DRAWING NUMBER TITLE

200-N-1 UV DISINFECTION OVERVIEW

200-NT-1 UV DISINFECTION FACILITY NO, 1 - TROJAN UVSIGNA 2-ROW

200-NV-1 UV FACILITY - UV CHANNEL 1 P&ID 1 - VEOLIA AQUARAY HICAP

200-NV-2 UV FACILITY - UV CHANNEL 1 P&ID 2 -VEOLIA AQUARAY HICAP

300-NT-1 UV DISINFECTION OVERVIEW - TROJAN UVSIGNA 2-ROW

300-NT-2 UV DISINFECTION FACILITY NO. 1 - TROJAN UVSIGNA 2-ROW

300-NV-1 UV DISINFECTION OVERVIEW-VEOLIA AQUARAY HICAP

300-NV-2 UV FACILITY - UV CHANNEL 1 P&ID 2 -VEOLIA AOUARAY HICAP

300-NV-3 UV FACILITY -UV CHANNEL 1 P&ID 3-VEOLIA AQUARAY HICAP

UV DISINFECTION #244 - MECHANICAL

DRAWING NUMBER TITLE

244-MT-1 UV FACILITY - TROJAN UVSIGNA 2-ROW

244-MT-2 UV FACILITY - TROJAN UVSIGNA 2-ROW SECTIONS

244-MV-1 UV FACILITY-VEOLIA AOUARAY HICAP

244-MV-2 UV FACILITY - VEOLIA AQUARAY HICAP SECTIONS

UV DISINFECTION #341-MECHANICAL

DRAWING NUMBER TITLE

341-MT-1 UV FACILITY - TROJAN UVSIGNA 2-ROW

341-MT-2 UV FACILITY - TROJAN UVSIGNA 2-ROW SECTIONS

341-MV-1 UV FACILITY - VEOLIA AQUARAY HICAP

341-MV-2 UV FACILITY -VEOLIA AOUARAY HICAP SECTIONS

DEFINITIONS

Contractor: The "Contractor" is the person or persons, partnership, firm, or corporation who enters into Contract J03005C01 and S03005C01 with the Owner. The Contractor will purchase and install the UV Disinfection System Equipment provided by the Supplier.

Engineer: The “Engineer” is the firm or person designated by the Executive Director of the Milwaukee Metropolitan Sewerage District as the Milwaukee Metropolitan Sewerage District’s authorized representative for this contract.

Manufacturer: “Manufacturer” is the same meaning as “Supplier”.

Owner: The "Owner" is the Milwaukee Metropolitan Sewerage District acting through its Executive Director or the Executive Director’s duly authorized representative.

Supplier: The “Supplier” is the firm providing Design Assistance to the Owner’s consulting engineer during the project design phase, and the firm providing the UV Disinfection System Equipment and related services to the Contractor during the project construction phase.

Section 01357

SECTION 01357

DELEGATED DESIGN PROCEDURES

PART 2 GENERAL

2.01 SUMMARY

A. Section includes:

1. Delegated Design procedures.

2.02 GENERAL

A. Delegated Design - Professional design services assigned to the Contractor/Supplier by express delegation in the Contract Documents. Work is “Delegated Design” where the Technical Sections require the Contractor/Supplier to provide professional design services and to submit signed and sealed documents from a registered Professional Engineer.

B. Contractor/Supplier’s Professional Engineer - The design professional retained by the Contractor/Supplier to perform Delegated Design.

C. Owner may require Contractor/Supplier to provide professional design services for a portion of the Work by express delegation in the Contract Documents.

1. Requirements of Delegated Design component as specified in the Technical

Section and as indicated on the Drawings.

2. Such delegation will specify the performance and design criteria that such services must satisfy, and the Submittals that the Contractor/Supplier must furnish to the Engineer with respect to the Delegated Design.

D. Contractor/Supplier shall cause such Delegated Design services to be provided pursuant to the professional standard of care by a properly licensed design professional, whose signature and seal shall appear on Drawings, calculations, Specifications, certifications, and Submittals prepared by such design professional.

1. Contractor/Supplier shall not be responsible for the adequacy of performance or design criteria specified by the Owner or Engineer.

2. Contractor/Supplier is not required to provide professional services in violation of applicable Laws and Regulations.

3. Such design professional shall issue certifications of design required by Laws and Regulations.

4. If a Shop Drawing or other Submittal related to the Owner-delegated design is prepared by the Contractor/Supplier, a Subcontractor, or others for submittal to the Engineer, then such Shop Drawing or other Submittal shall bear the written approval of Contractor/Supplier’s design professional when submitted by the Contractor/Supplier to the Engineer.

E. Owner and Engineer shall be entitled to rely upon the adequacy, accuracy, and completeness of the services, certifications, and approvals performed or provided by the design professionals retained or employed by Contractor/Supplier under

Delegated Design, subject to the professional standard of care and the performance and design criteria stated in the Contract Documents.

F. Engineer’s review, approval, and other determinations regarding design drawings, calculations, Specifications, certifications, and other Submittals furnished by Contractor/Supplier pursuant to a Delegated Design will be only for the following limited purposes:

1. Confirming that Submittal is in conformance with the performance and design criteria specified in the Contract Documents.

2.03 CONTRACTOR/SUPPLIER’S PROFESSIONAL ENGINEER

A. Contractor/Supplier or Subcontractor shall retain a licensed Professional Engineer to perform Delegated Design.

B. Qualifications:

1. Holding a current license to perform the specified design in the same jurisdiction as the Project Site.

2. Experienced in designing similar systems of similar complexity.

C. Insurance:

1. Provide Contractor’s Professional Engineer’s Professional Liability Insurance as specified in Additional Terms and Conditions.

D. Responsibilities:

1. Review and design in accordance with system performance and design criteria stated in the Contract Documents.

a. Prepare written requests for clarifications or interpretations of performance or design criteria for submittal to the Engineer by the Contractor/Supplier.

2. Sign and seal design reports, calculations, design drawings and specifications, and other design Submittals for the Delegated Design Work.

3. Review and submit written approval of Submittals related to the Delegated

Design Work.

4. Design modifications to the Delegated Design Work as required.

5. Visit the Site, as required, to verify that installation of the Delegated Design

Work is in conformance with the Delegated Design Drawings and Specifications.

6. Submit through Contractor/Supplier to Engineer written, signed, and sealed certification that the installed Delegated Design Work complies with Contractor/Supplier’s Professional Engineer’s design.

2.04 SUBMITTALS

A. Prior to the start of Delegated Design:

1. Contractor/Supplier’s Professional Engineer’s qualifications:

a. Experience for the Delegated Design.

b. Evidence of Professional Engineering license.

2. Contractor/Supplier’s Professional Engineer Professional Liability Insurance certificate.

B. Delegated Design:

1. Product data:

a. Details related to the Delegated Design as specified in Technical Sections to completely describe the system.

2. Design documents with signature and seal from the Contractor/Supplier’s Professional Engineer.

a. Design documents include, but are not limited to, Drawings, calculations, Specifications, inspection reports, and certifications.

3. Lists and schedules:

a. Prepare and submit lists or schedules of items where Delegated Design is required by the Contract Documents.

b. Group items by location in the Work.

1) When “Area Numbers” are indicated on the Contract Drawings, group lists in accordance with those “areas.”

2) For work without area numbers, group using logical divisions acceptable to the Engineer.

3) Group items within each “area” as follows:

a) Systems.

b) Components.

c) Supports.

d) Anchorage.

e) Bracing.

C. Construction services:

1. Contractor/Supplier’s Professional Engineer’s comments on Submittals.

2. Other construction documents, as required.

2.05 ENGINEER RESPONSE TO DELEGATED DESIGN SUBMITTALS

A. Engineer response will be either of the following:

1. Approved. Make Corrections Noted - See Comments:

a. Contractor/Supplier may proceed with the Work; however, all notations and comments must be incorporated into the final product.

b. Review was for the limited purpose of determining that the document was stamped by a Professional Engineer and that such design is generally consistent with and will not negatively affect the design concept presented in the Contract Documents.

2. Rejected - See Remarks:

a. Contractor/Supplier may not proceed with the Work described in the

Submittal.

b. Submittal does not meet the intent of the Contract Documents.

c. Resubmittal of complete Submittal package is required with materials, equipment, methods, etc., that meet the requirements of the Contract Documents.

PART 3 PRODUCTS (NOT USED)

PART 4 EXECUTION (NOT USED)

END OF SECTION

Section 01756

SECTION 01756

COMMISSIONING

TABLE OF CONTENTS

PART 1 GENERAL

1.01 SUMMARY

1.02 DEFINITIONS

1.03 SUBMITTALS

1.04 COMMISSIONING COORDINATOR (CC)

1.05 MANUFACTURER’S REPRESENTATIVES

1.06 PLANNING PHASE

1.07 TESTING AND TRAINING PHASE

1.08 START-UP PHASE

PART 2 PRODUCTS (NOT USED)

PART 3 EXECUTION (NOT USED)

ATTACHMENT 1 - COMMISSIONING FLOWCHARTS

ATTACHMENT 2 - MANUFACTURER’S CERTIFICATE OF SOURCE TESTING

ATTACHMENT 3 - MANUFACTURER’S CERTIFICATE OF INSTALLATION VERIFICATION

ATTACHMENT 4 - MANUFACTURER’S CERTIFICATE OF FUNCTIONAL COMPLIANCE

ATTACHMENT 5 - TRAINING EVALUATION FORM

ATTACHMENT 6 - COMMISSIONING ROLES AND RESPONSIBILITIES MATRIX

ATTACHMENT 7 - FUNCTIONAL TESTING REQUIREMENTS

PART 1 GENERAL

1.01 SUMMARY

A. Section includes:

1. Commissioning.

1.02 DEFINITIONS

A. Commissioning: The process of planning for, testing of, and start-up of systems, subsystems, equipment, components, and devices of the Work to demonstrate, through documented verification, that the Work has successfully met the Contract Documents. It includes training the Owner’s staff on operation and maintenance of the installed Work.

B. Commissioning Phases: The activities of commissioning are grouped into the phases defined in the following table.

1. Table 1 - Commissioning Phases.

TABLE 1 - COMMISSIONING PHASES

Planning Phase Testing and Training Phase Start-Up Phase

Draft Test Plans Source Testing:

• Documentation

Start-Up:

• Documentation

• Owner Training

Installation Verification:

• Documentation

• Owner Training

Functional Testing:

• Documentation

• Owner Training

2. Attachment 1 provides Commissioning Flowcharts.

C. Component: 1 attachment part of a system that does not have electrical connections or internal electronics. Examples: Piping and pressure gauges.

D. Device: A part of a system that has electrical connections or internal electronics.

Examples: Level transmitter or pressure transmitter.

E. Electrical Energization Plan: A plan to manage how and when power is applied to electrical equipment.

F. Equipment: A factory or field assembled apparatus that performs an identifiable function. Examples: Pumps, motors, VFDs, MCCs.

G. Functional Testing: Testing performed on a completed subsystem or system to demonstrate that the system meets the specified requirements. Example systems:

Backwash system, dewatering system.

H. Installation Verification: Testing to demonstrate that equipment or system and associated components or devices have been properly installed. Example equipment: Pumps, meters, and blowers with associated piping.

I. Manufacturer’s Certificate of Functional Compliance: The form completed by the manufacturer to confirm that testing of the installed equipment or system has been performed and the results conform to the specified performance. The form is provided in Attachment 4 provided at the end of this Section.

J. Manufacturer’s Certificate of Installation Verification: The form completed by the manufacturer to confirm that the equipment or system is installed in conformance with the Contract. The form is provided in Attachment 3 at the end of this Section.

K. Manufacturer’s Certificate of Source Testing: The form completed by the manufacturer to confirm that the specified source tests have been performed and the results conform to the specified requirements. The form is provided in Attachment 2 at the end of this Section.

L. Owner Training: The Owner’s staff is trained by the Contractor, with assistance from manufacturer, to operate and maintain the completed Work. This is sometimes referred to as Vendor Specific Training.

M. Process Stream: A series of liquid or solids flow processes that are designed to improve the water quality to meet regulatory permit requirements.

N. Source Testing: Test equipment or products for performance at point of manufacture or assembly for the requirements specified in the Contract Documents.

O. Start-Up: Operating the Work with process water to verify the Work meets the Contract Documents.

P. Start-Up Phase: The phase when Start-Up occurs.

Q. Subsystem: A grouping of equipment, components, and devices that is a part of a larger system and that perform a single definable function. Examples: Sand filters, filter backwash.

R. System: A grouping of equipment, components, and devices that perform a single definable function. If a system is a part of a larger system, it is referred to as a subsystem.

1. Examples: Flocculation and sedimentation, filtration.

S. System Testing: Testing of a completed system for an extended time period.

Examples: Headworks, filtration.

T. Water Management Plan: A plan to manage the test water used for commissioning from source to disposal. The test water may be clean water, potable water, non-potable water, or process water (e.g., raw water, plant water, sludge). The plan demonstrates how water will be produced, conveyed, treated, disposed of as directed by the plant manager, and/or recycled.

1.03 SUBMITTALS

A. Project Commissioning:

1. Commissioning Coordinator’s qualifications.

a. Submit to Engineer no later than 30 days after Notice to Proceed.

b. Describe previous similar experience on similar projects with a list of references, including phone numbers.

c. Provide names and qualifications of commissioning assistants, if applicable.

2. Schedules:

a. Commissioning Schedule containing all commissioning activities.

b. Owner Training Schedule.

3. Test Plans:

a. Submit draft Test Plan outlined in the Planning Phase, unless specified otherwise.

1) Engineer approval of draft Test Plans required for successful completion of Planning Phase.

b. Submit final Test Plan a maximum of 60 calendar days prior to testing.

c. Engineer approval of final Test Plan required prior to start of testing.

4. Test Reports:

a. Submit draft Test Reports outline in the Planning Phase, unless specified otherwise.

1) Engineer approval of draft Test Reports outline required for successful completion of Planning Phase.

b. Submit final Test Report a maximum of 30 calendar days after testing.

B. Technical Sections Commissioning:

1. Manufacturer’s representative’s qualifications.

a. Submit to Engineer no later than 30 days in advance of required services.

b. Representative’s name, phone, and e-mail address:

1) May use 2 representatives: 1 for field testing and 1 for Owner Training.

2) Provide resume stating instructor’s technical expertise and instructional technology skills and experience.

2. Test Plans:

a. Submit draft Test Plan outlined in the Planning Phase, unless specified otherwise.

1) Engineer approval of draft Test Plans required for successful completion of Planning Phase.

b. Submit final Test Plan a maximum of 60 calendar days prior to testing.

c. Engineer approval of final Test Plan required prior to start of testing.

3. Test Reports:

a. Submit draft Test Reports outline in the Planning Phase, unless specified otherwise.

1) Engineer approval of draft Test Reports outline required for successful completion of Planning Phase.

b. Submit final Test Report a maximum of 30 calendar days after testing.

4. Manufacturer’s representatives field notes and data.

5. Owner Training:

a. Prior to the training session:

1) Training instructor qualifications.

2) Training course materials: Due 30 calendar days prior to the initial training session.

a) If Owner requires, Continuing Education Units (CEUs), submit training materials to state regulatory agency in sufficient time to obtain approval for training prior to the training.

b) Drafts of training agenda, lesson plan, presentation, handouts, and list of audio-visual aids.

c) Format: 1 electronic copy in the format specified by the Owner.

b. Post training session:

1) Training course materials: Due 14 calendar days after class completion.

a) Recordings.

b) Class attendance sheet.

c) Final version of training agenda, final lesson plan, presentation, handouts, and audio-visual aids.

d) Format: 1 electronic copy in the format specified by the Owner.

2) Provide materials for all sessions of the class in a single transmittal.

3) If the Owner requires training CEUs, issue training CEU certificates approved by the state regulatory agency to Owner’s staff who successfully completed the training.

1.04 COMMISSIONING COORDINATOR (CC)

A. Responsibilities include the following:

1. Part-time person.

2. Become thoroughly familiar with Contract Commissioning requirements.

3. Provide the primary interface with Engineer and Owner for Commissioning efforts.

4. Lead Commissioning efforts - all phases and tasks.

5. Coordinate training efforts.

6. Meetings:

a. CC is responsible for setting Commissioning coordination meeting dates and times, as well as preparing the agendas and meeting minutes.

b. CC shall conduct Commissioning progress meetings throughout construction, to plan, scope, coordinate, and schedule future activities, resolve problems, etc.

c. Frequency: Monthly minimum. Increase frequency as needed based on complexity and quantity of Commissioning activities.

1.05 MANUFACTURER’S REPRESENTATIVES

A. Qualifications: As specified below and in the Technical Sections:

1. For Installation and Functional Testing:

a. Factory trained and experienced in the technical applications, installation, operation, and maintenance of respective equipment/system with full authority by the equipment/system manufacturer to issue the certifications required of the manufacturer.

2. Training instructor qualifications:

a. Provide resume stating instructor’s technical preparation and instructional technology skills and experience.

b. If CEUs are required, the operator training instructors must comply with state regulatory.

c. Knowledgeable in the equipment/system for which they are training.

d. Experienced in conducting classes.

e. Sales representatives are not qualified instructors unless they possess the detailed operating and maintenance knowledge required for proper class instruction.

3. Representatives to be approved by Owner and Engineer.

4. No substitute representatives without written approval by Owner and Engineer.

B. Duties:

1. Determine if additional time and/or trips (beyond those specified in the

Technical Sections) is required to perform the specified services.

2. Coordinate services in accordance with the Contractor’s Project schedule, up to and including making multiple trips to the Project Site when there are separate milestones associated with installation of each occurrence of manufacturer’s equipment.

3. Perform on-site services as specified in the Technical Sections.

4. Provide daily copies of manufacturer’s representatives field notes and data to

Contractor.

1.06 PLANNING PHASE

A. Overview of Planning Phase:

1. Define approach and timing for Commissioning.

2. Obtain Engineer approval of draft Test Plans.

B. Test Plans.

1. Define approach and timing for:

a. Testing and Training Phases.

1) Major systems, with separate plans for each system.

b. Start-Up Phase.

2. Centralized Commissioning database:

a. Provide system to manage information.

1) Detailed steps.

2) Dependencies and other relationships of steps.

b. Update the database within 24 hours of task completion.

3. Source Test (Factory Acceptance Test) and Functional Test Plans:

a. As specified in this Section and other Technical Sections.

b. Based on approved Shop Drawings.

c. Prepared by the Contractor/Manufacturer.

d. Include the following items for each test:

1) Purpose of the test.

2) Identification of each item of equipment/system to be tested, including system designation, location, tag number, control loop identifier, etc.

3) Description of the pass/fail criteria that will be used.

4) Listing of pertinent reference documents (Contract and industry standards or sections applicable to the testing).

a) Credentials of test personnel.

5) Test equipment:

a) Include Product Data for the test equipment.

b) Appropriate calibration records.

(1) Drawings or photographs of test stands and/or test apparatus.

6) Duration: Determine test durations with Owner’s input.

7) Detailed step-by-step test procedures.

a) Level of detail shall be sufficient for the witness to follow the steps.

e. Define for Functional Testing:

1) Required temporary systems (pumps, piping, etc.).

2) Shutdown requirements for existing systems.

f. Furnish labor, power, tools, equipment, instruments, and services required for and incidental to testing activities.

4. Test forms minimum requirements:

a. Name of product to be tested.

b. Test date.

c. Names of persons conducting the test.

d. Names of persons witnessing the test, where applicable.

e. Test data.

f. Applicable project requirements as specified in the Technical Sections.

g. Check offs for each completed test or test step.

h. Place for signature of person conducting tests and for the witnessing person, as applicable.

5. Owner responsibilities:

a. Schedule Owner’s staff within the constraints of their workloads.

1) Those who will participate in this test have existing full-time work assignments, and testing is an additional assigned work task, therefore, scheduling is imperative.

2) Treatment facilities are typically operated on an around-the-clock basis and are staffed in work shifts.

1) Maximum hours per day available for commissioning activities: 4.

2) Days available for commissioning activities: Monday to Thursday.

3) Scheduling coordination with the CC.

6. CC is responsible for the following:

a. Coordinate schedule with the Owner’s personnel and manufacturer’s representatives (instructors).

C. Test Reports:

1. Minimum requirements:

a. Title.

b. Abstract.

c. Equipment.

d. Procedures.

e. Results.

1) Complete disclosure of the calculation methodologies.

f. Conclusions.

g. Signature by an authorized party.

h. Appendices.

1) Completed test forms signed by witnesses.

2. Water Management Plan:

a. Requirements:

1) Demonstrate how water will be produced, conveyed, treated, recycled, and or disposed until testing verifies specified requirements.

3. Commissioning Schedule:

a. Content:

1) Comply with Attachment 7 - Functional Testing Requirements and provide activities organized by system and subsystem.

2) Include:

a) Source Testing when required.

b) Functional Testing.

c) Owner Training.

3) Comply with Attachment 6 - Commissioning Roles and Responsibilities Matrix.

b. Procedures:

1) Submit Commissioning Schedule.

1.07 TESTING AND TRAINING PHASE

A. Overview of Testing and Training Phase:

1. General:

a. Contractor tests the Work to verify it meets the Contract requirements.

b. Contractor/Manufacturer trains the Owner to operate and maintain the

Work.

2. Contractor responsibilities:

a. Furnish labor, tools, equipment, instruments, and services required for…