Hungry Horse Dam Elevator Inspections Preventative Maintenance and Repairs

Performance Work Statement Revised (Revisions in Red)

1.0 Background:

The Bureau of Reclamation, Hungry Horse Dam and Powerplant near the town of Hungry Horse Montana has a requirement for elevator service, including inspection, maintenance, and testing for three (3) elevators.

2.0 Applicable Standards Organizations and References

• Bureau of Reclamation Facilities Instructions, Standards, and Techniques (FIST) Volumes 2-10 & 1-1

• Reclamation Safety & Health Standards (RSHS) -2024 Revision; Reclamation Safety and Health Standards (RSHS)

• Occupational Safety & Health Administration (OSHA) 1917.116 Elevators and Escalators;

• ASME A17.1-2019/CSA B44:19 Safety Code for Elevators and Escalators;

• ASME A17.2-2023Inspectors Manual for Elevators and Escalators;

• ASME A17.3-2023 Safety Code Existing Elevators and Escalators;

3.0 Performance Requirements

3.1 Provide all equipment, labor, and material to perform preventative maintenance (PM) and inspection services associated with three (3) elevators listed under Section 4.0. All service provided shall be performed in accordance with the most current version of the standard listed in section

2.0 of this Performance Work Statement (PWS).

All CAT 1 and CAT 5 Elevator inspections shall be completed by qualified elevator personnel and witnessed by a Qualified Elevator Inspector (QEI). After testing, a report must be written and submitted by the QEI containing the date of the inspection, the type of tests performed, detail results of the tests, and any code deficiencies noted including a statement as to corrective action taken, if any.

Services for Category 5 (CAT 5) Inspections, Category 1 (CAT 1) Inspections and Preventative Maintenance are as follows:

The Category 5 test requirements for electric elevators generally can be characterized as "rated-load/rated-speed," and involve the following equipment:

• Oil buffers

• Safeties

• Governor https://www.usbr.gov/safety/rshs/index.html

• Braking system

• Emergency terminal stopping and speed-limiting devices

• Standby power operation

• Inner landing zone

• Power opening of doors

• Emergency stopping distance

• Leveling zone and leveling speed

Brakes:

- Remove, clean, and lubricate the brake cores.

- Inspect the brake linings for wear – clean. Notify government of need for replacement.

- Adjust the brakes to wear evenly if necessary.

Motors:

- Inspect the armatures of hoist motor and motor-generator (if equipped).

- Check the electrical connections.

- Drain, flush, and refill the oil reservoirs.

- Check the brushes for neutral settings and for proper quartering and spacing on the commutators. Reset if necessary.

- Lubricate the bearings.

- Vacuum the carbon and dust.

- Clean the screens.

- Clean the guide rails with solvent to remove dirt, debris, or excess lubricant.

- Drain, flush, and refill the gearing lubricant.

Other:

-Test the car emergency light for required illumination.

-Test and adjust dispatching, scheduling, and emergency service of the group supervisory control system (if equipped).

-Check the compensation rope tension.

-Lubricate the sheave bearings and check for leaky seals.

-Clean the hoist-way.

-Vacuum the dust from controllers and relays.

The elevators were periodically tested and up to date until the previous contract expired. The previous testing and monthly inspections were performed by KONE.

Elevator inspections and testing criteria are no longer current.

Note: The Government will provide all necessary weights for the load testing.

Preventative Maintenance: (Note: meets Governments Monthly, Quarterly and Semi-Annual Requirements)

Each month shall include addressing the following:

-Inspect and lubricate (as required) machinery, sheaves, worm, gear, motor, brake, selector, and controller.

-Ride in the car to observe operation of doors, leveling, smoothness, and door reopening devices at each landing. Listen for unusual noises in the car and in the hoist-way.

-Replace burned-out lamps.

-Check proper operation of door reopening device photo eye components.

-Check proper operation of door tracks and sills.

-Check proper operation of lamps and sensors in the car top controller.

-Check Machine room for any obvious problems.

- Check proper operation of brushes and commutator.

- Check proper operation of Controller.

- Check proper operation of Selector.

-Check proper operation of relay connectors.

- Check proper operation of contacts.

-Read event recorder in Penthouse/Machine Room.

-Check Operation of the Brake and adjust. Notify government if repair is necessary.

-Lubricate pivot points.

- Inspect governor operation and working parts. Clean and lubricate.

-Check and adjust the car door operation.

-Lubricate the hangers, rollers, gibs, linkages, and pivot points. Check and adjust door clearances, eccentrics, arm bearings, speed control switches, cables, clutches, chains, and belts. Tighten the door drive system points.

-Check the car telephone and alarm operations. Repair the alarm system if required.

-Check the operation of limit and safety switches. Correct settings as necessary.

-Check the operation of limit and safety switches in hoist-way and in/on the car.

-Check the car emergency light.

-Check the car ventilation system and heater.

-Initiate the Phase 1 Firefighter Recall Service. Verify proper function.

-Check for proper operation to a minimum of two floors under Phase II service.

-Check for proper car leveling operation. Adjust if required.

-Check and clean the door switch contacts.

-Check the door speed control switches.

-Inspect the condition of resistors and mounting assemblies.

-Check car top and hoist-way for loose covers, vanes, or components.

-Inspect the traveling cables for damage.

-Inspect the brake linings.

-Inspect all ropes for wear and lubrication (do not lubricate the governor rope) -replace or lubricate the ropes if required. Clean the governor and hoist ropes.

Inspect the rope hitches, fastenings, and shackles - equalize ropes if warranted.

-Check the car position sensor drive wheel.

-Check decelerations, advances, and accelerations to ensure all cars are matched.

-Inspect all parts of the safeties and adjust clearance between the safety jaws and guide rails. Clean all parts and lubricate the pivot points.

-Check for hoist rope wear, as well as rope length, lubrication, and tension.

Replace, lubricate, or adjust the rope as required.

-Check the clearances for governor tension sheave, counterweight-to-buffer (with car at top landing), and compensation sheave to pit. Check governor sheave fastenings.

-Check all of the timers in the system and reset if necessary.

-Inspect guide rails, cams, fastenings, and counterweights in hoist-ways.

-Test all of the terminal limit switches. Lubricate the limit switch roller pins.

-Inspect the sheaves to verify that they are tight on the shafts and sound their spokes and hubs with a hammer to inspect for cracks. Repair as necessary.

-Lubricate the guide shoe stems.

Annual Inspections: (Note – meets Governments ANNUAL Requirements)

Conduct Category 1 Tests - The Category 1 test requirements for electric elevators generally can be characterized as "no-load/low-speed," and involve the following equipment:

• Oil buffers

• Safeties

• Governor

• Standby power operation

• Firefighters’ service

• Door closing force

• Final and normal stopping devices

Brakes:

-Remove, clean, and lubricate the brake cores.

-Inspect the brake linings for wear - clean or replace if necessary.

-Adjust the brakes to wear evenly if necessary.

Motors:

-Inspect the armatures of hoist motor and motor-generator (if equipped).

-Check the electrical connections.

-Drain, flush, and refill the oil reservoirs.

-Check the brushes for neutral settings and for proper quartering and spacing on the commutators. Reset if necessary.

-Lubricate the bearings.

-Vacuum the carbon and dust.

-Clean the screens.

Other:

-Clean the guide rails with solvent to remove dirt, debris, or excess lubricant.

-Drain, flush, and refill the gearing lubricant.

-Test the car emergency light for required illumination.

-Test and adjust dispatching, scheduling, and emergency service of the group supervisory control system (if equipped).

-Check the compensation rope tension.

-Lubricate the sheave bearings and check for leaky seals.

-Clean the hoist-way.

-Vacuum the dust from controllers and relays.

Contractor will provide the government a tentative schedule outlining the proposed day(s) within each month for the periods noted. This schedule will be provided no less than 30 calendar days prior to the beginning of each service year. The schedule may need to be revised periodically due to unforeseen circumstances. If rescheduling is necessary, the Contractor will work with the COR to revise the schedule.

If repairs are needed, the contractor shall notify the Contracting Officer Representative (COR) prior to initiating the repair.

AQL: All tasks completed in accordance with the applicable standards and requirements of sections 2.0, and 3.1.

3.2 Time and Materials (T&M). Provide all equipment, labor, and material to perform repairs that were found to be needed during service and inspections in order to keep the elevators in compliance with all federal, state, and local laws and regulations.

Prior to initiating a repair, the contractor shall submit a quote for the Government’s review and approval. Quotes for repairs shall include a detailed description of the repairs and materials required. The list of materials shall include the manufacturer part number and the estimated cost for each item.

If a callout is necessary due to an elevator breakdown, onsite response shall be within 7 days or less.

AQL 1: Elevator(s) repaired and meet all applicable standards and requirements of sections 2.0 and 3.2

AQL 2: Onsite response time for callouts within 7 days or less.

4.0 Elevator Descriptions

4.1 Control Bay Elevator, from third floor (Elevation 3092.5) to seventh floor

(Elevation 3162.25). Unit location at South end of the Power Plant in Control Bay, Electric motor driven, wire rope supported car, rated 10,000-pound capacity. This elevator has a newer frequency drive installed but still uses the old MCE cabinet for controls etc. Also has a newer AC motor system.

4.2 Block 14 Elevator, from plant level, fifth floor Control Bay (Elevation 3126.75) to Main Level, Roadway level at top of Dam (Elevation 3565.71).

Lower entry from fifth floor through Dam entry tunnel. Upper entry from top of dam roadway, Electric motor driven, wire rope supported car, rated 10,000-pound capacity. 1940-50's era OTIS DC motor. (see attached name plate and photos). Controller system is MCE. Elevator cars are Armstrong. Motor originally installed in late 40's early 50's. Control system was upgraded sometime in the 90's.

4.3 Block 19 Elevator, from Plant Level, fourth floor Machine Shop (Elevation

3113.5) to Main Level, Roadway level at top of Dam (Elevation 3565.71) Lower entry from machine shop through Dam entry Tunnel. Upper entry from top of dam roadway, Electric motor driven, wire rope supported car, rated 10,000-pound capacity. 1940-50's era OTIS DC motor. (see attached name plate and photos). Controller system is MCE. Elevator cars are Armstrong.

Motor originally installed in late 40's early 50's. Control system was upgraded sometime in the 90's

4.4 All three elevators are traction and all three have identical cars and control systems, although the shaft lengths and floor levels all vary.

4.5 The elevators do not have wind up safeties.

4.6 The tower elevators have a rated speed of 22 miles per hour, and the powerhouse elevator is slower.

4.7 There is no cell service in any elevator on project.

5.0 General Requirements

5.1 The normal work hours for Government maintenance personnel are Monday through Thursday 0630 to 1700 hours Mountain Time, excluding weekends and holidays. Requests for support outside of these hours must be submitted to the government representative at least five (5) working days beforehand so appropriate arrangements can be made.

5.2 If the Contractor discovers that the serial number, make, model number, size or capacity of an elevator is different from the information listed, the Contractor shall notify the representative and the Contracting Officer immediately.

5.3 The Contractor must comply with the Reclamation Safety & Health Standards

(RSHS), Revision dated 2024, Reclamation Safety and Health Standards (RSHS) Section 1.03, and the OSHA Construction Safety Standards. If there is a conflict between the requirements contained in these documents, the Contractor's safety program, other codes and standards, the most stringent requirements will prevail.

The contractor will provide a site-specific Safety Plan that the government must approve prior to any onsite work that is performed.

5.4 Lockout/Tagout: As part of compliance with OSHA and RSHS, the

Contractor shall ensure that the means used for energy isolation correctly correspond to the equipment which lockout/tagout is being performed. The Contractor must physically attempt to operate the energy-isolating device and attempt to restart the equipment using the normal equipment controls to verify lockout condition. In the event work on the elevator inspection cannot be completed before leaving for the day or an unsafe condition exists, the Contractor shall notify the Contracting Officer Representative (COR). The COR shall work with the Contractor to make the equipment and area safe before leaving the site.

The contractor will be required to be tested and pass the curriculum for the Hazardous Energy Control Program (HECP) prior to performing any services in section 3.0 of this PWS. The contractor will be provided the information needed for the test before the test is administered. Subsequent to examination, their names will be added to the Contractor’s Workplace Representative Employee Authorization List (EAL).

5.5 Hazardous Materials: It is the responsibility of the Contractor to acquire, store, and properly dispose of oils, grease, paint and other (hazardous) materials used on Government properties. The Contractor must provide the Government's Safety Office the current Safety Data Sheet(s) (SDS) information for all substances they intend to bring onto the project. The Safety Office must provide written approval of all such materials before the Contractor can bring them onto the project. Submittal of information does not guarantee Safety Office approval. The Contractor is responsible for investigating alternative materials and products when the Government does not approve of the initially intended product.

5.6 Physical Security and Contractor Identification: The Contractor must coordinate with the Contracting Officer Representative (COR) to obtain badges, keys or other items required for access to the areas in which the work will be performed. This will include Personal Identity Verification (PIV) for personnel. All contractor personnel that will be working onsite will have passed a PIV so that they can work throughout the plant un-escorted.

They should only need periodic checks by the COR or other HHFO staff that may have to assist from time to time. Once on site, they will be assigned a Visitor’s badge and Elevator access key to perform their prescribed work. The Contractor must surrender all badges/keycards to the Key & Locks Section upon completion of work or termination of an individual's employment with the Contractor or upon the termination of the contract.

5.7 At any point in the course of performance, the CO or COR may notify the

Contractor of any violations of the safety and health requirements. This notification may be either in written or oral form. The Contractor shall immediately correct such conditions. If Contractor fails or refuses to promptly correct the deficiencies identified, the CO or COR may order any part, or all of the work stopped until satisfactory corrective action is taken.

When satisfactory corrective action is taken, an order to resume work will be issued. Under these circumstances, the Contractor is not entitled to any extension of time, claim for damages, or additional compensation due to either the directive or the stop order. Failure of the CO, COR, or Safety Office representative to intervene in any or all of the Contractor's operations does not relieve the Contractor of primary responsibility for the safety of personnel, equipment, and property.

5.8 Cleanliness & Fire Hazards: The Contractor shall keep all work sites free of rubbish, waste, and other miscellaneous materials. This includes removing all waste that might constitute a fire hazard at the end of each workday. The Contractor is responsible for proper disposal of any waste generated, in accordance with applicable State and Federal regulations.

6.0 Government Furnished Equipment/Services

6.1 Government Furnished Equipment/Services: Service water and 110VAC electrical power are available at the site and will be made available to the Contractor at no charge. If additional services are required, the Contractor must notify the Contracting Officer’s Representative (COR) at least ten (10) working days in advance of the need. Notification does not constitute a guarantee or obligate the Government to supply the requested services. If the Government does not provide the requested services, the Contractor must make separate arrangements at their expense.

6.2 Warning Signs & Barricades: The Government will provide warning signs and barricades for the Contractor’s use, as necessary to protect personnel, equipment, and material throughout the course of this Contract. The Contractor is responsible for ensuring use of barriers provided during the work, and proper storage upon completion of the work.

6.3 Weights: The Government will provide all necessary weights needed to perform load tests during category 5 inspections, including test weights consisting of 12,500 lbs. the 125% weight needed for brake testing.

7.0 Deliverables

Item No. Deliverable Frequency Mode of Delivery Recipient

7.1 Site Specific Safety

Plan 5 days prior to performing all services including PM’s and repairs.

1 hard copy 1 electronic copy

COR & CO

7.2 Job Hazard

Analysis

5 days prior to performing all services including PM’s and repairs.

1 hard copy 1 electronic copy

COR & CO

7.3 Safety Test Report Upon completion

of any service involving testing.

1 hard copy 1 electronic copy

COR & CO

7.4 Elevator Checklist Upon completion

of all services including PM’s, inspections and repairs.

1 hard copy 1 electronic copy

COR & CO

7.5 QEI Report Upon

completion of CAT 1 and CAT 5 Inspections

1 hard copy 1 electronic copy

COR & CO

7.6 Yearly Service

Schedule for PM’s and Inspections

Within 10 days after contract award & award of each option year

1 hard copy 1 electronic copy

COR & CO

7.1 Safety Plan: Site Specific, must be submitted for approval prior to any on-site work.

7.2 Job Hazard Analysis (JHA): As part of compliance with RSHS requirements, the Contractor shall conduct a JHA prior to performing any service.

7.3 Upon completion of any service involving “testing”, the Contractor shall complete the applicable Safety Test report referenced in section 8.0.

7.4 Upon completion of any service involving “inspection or maintenance”, the Contractor shall complete and provide a checklist covering the items completed, as referenced in Section 8.0.

7.5 Upon completion of CAT 1 and CAT 5 inspections, a report must be written and submitted by the QEI containing the date of the inspection, the type of tests performed, detail results of the tests, and any code deficiencies noted including a statement as to corrective action taken, if any.

7.6 At the beginning of the contract, before any work commences, and the first month of each option year, Contractor will provide the government a schedule outlining the day(s) within each month for the periods noted, in which services will be provided, as per Section 3.1.

8.0 Forms

8.1 Safety Test Report, One Year Test 2000-2004-2007 Code.

8.2 Electrical Elevator One Year & 5 Year Test 1996-1999 Code.

8.3 The contractor shall provide a completed checklist upon completion of any service (including inspections) work.

9.0 Contracting Officer Representative (COR)

9.1 The Contracting Officer (CO) will appoint a representative to serve as the Government’s point of contact for communication with the Contractor. All communication from the Contractor shall go through the representative for technical assistance. The contractor will coordinate all work with the representative, to arrange for services, to avoid schedule conflicts and to resolve questions and problems.

10.0 Performance Requirements Summary

PWS

Reference No.

Requirement Standard Acceptable Quality Level

Surveillance Remedy

2.0 and 3.1 Service – Inspections & Preventative Maintenance

Contractor to perform services in accordance with section

2.0 and 3.1 in the

PWS.

All tasks completed in accordance with the applicable standards and requirements of sections 2.0 and 3.1

COR

assessment.

Negative performance rating in Contractor Performance Assessment Reporting System

(CPARS).

2.0 and 3.2 Repairs/Callouts. Contractor to repair elevators in accordance with section

2.0 and 3.2 of the PWS.

AQL 1:

Elevator(s) repaired and meet all applicable standards and requirements of sections

2.0 and 3.2

AQL 2: Onsite response time for callouts within 7 days or less.

COR

assessment.

Contractor required to re-perform nonconforming services at no additional cost to the Government.

11.0 Period of Performance

11.1 The contract will be one (1) base year and two (4) option years. The period of performance is estimated to be as follows:

Base Year: August 1, 2026 through July 31, 2027 Option Year 1: August 1, 2027 through July 31, 2028 Option Year 2: August 1, 2028 through July 31, 2029 Option Year 3: August 1, 2029 through July 31, 2030 Option Year 4: August 1, 2030 through July 31, 2031