2022-57 Kellogg Creek - Valves RE-BID~2.pdf

INVITATION TO BID

ITB # 2022-57

KELLOGG CREEK WRRF AERATION SYSTEM

IMPROVEMENTS-VALVES

ISSUE DATE: June 1, 2022

BID DUE DATE AND TIME

June 23, 2022 (2:00 PM, PST)

SUBMITTAL LOCATION:

Clackamas County Procurement Division

Procurement@clackamas.us mailto:Procurement@clackamas.us

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1.0 GENERAL

1.01 SCHEDULE OF EVENTS:

Invitation to Bid Issue Date ................................................................................... June 1, 2022 Protest of Specifications Deadline ........................................................................... June 8, 2022 Request for Clarification or Change Deadline........................................................ June 13, 2022 Bid Due Date and Time......................................................................................... June 23, 2022 Deadline for Protest of Award ..............................................................7 calendar days after date on Notice of Award letter

This Schedule of Events is subject to change. Any changes will be made through the issuance of Written Addenda.

1.02 ISSUING OFFICE:

Bidding Documents can be downloaded from OregonBuys at the following address:

https://oregonbuys.gov/bso/view/login/login.xhtml Document No. S-C01010-00003339. Prospective Bidders will need to sign in to download the information and that information will be accumulated for a Plan Holder's List. Prospective Bidders are responsible for obtaining any Addenda from Website listed above.

The Procurement Division of Clackamas County (“County”) is the issuing office and is the sole point of contact for this Invitation to Bid (“ITB”). All questions regarding this ITB should be directed to the Administrative Contact person identified below:

Name: Karen Brown Title: Procurement & Contract Analyst Email: kbrown2@clackamas.us

1.03 DEFINITIONS

As used in this ITB, the terms set forth below are defined as follows:

1. "Addenda" means an addition to, deletion from, a material change in, or general interest explanation of the ITB.

2. "Exhibits" means those documents which are attached to and incorporated as part of the ITB.

3. "Bid" means an offer, binding on the Bidder and submitted in response to an Invitation to Bid.

4. "Bidder" means an entity that submits a Bid in response to an ITB.

5. "Bid Due Date and Time" means the date and time specified in the ITB as the deadline for submitting Bids.

6. "Invitation to Bid" or “ITB” means a Solicitation Document for the solicitation of competitive, Written, signed and sealed Bids in which Specifications, price, and delivery (or project completion) are the predominant award criteria.

7. “LCRBR” means the Clackamas County Local Contract Review Board Rules found at:

https://www.clackamas.us/code

8. "Responsible" means an entity that demonstrates their ability to perform satisfactorily under a contract by meeting the applicable standards of responsibility outlined in LCRBR C-047-0500.

9. "Responsive" means a Bid that has substantially complied in all material respects with the criteria outlined in the ITB.

10. “Written or Writing” means letters, characters, and symbols inscribed on paper by hand, print, type, or other method of impression intended to represent or convey particular ideas or meanings.

https://oregonbuys.gov/bso/view/login/login.xhtml mailto:kbrown2@clackamas.us https://www.clackamas.us/code

2.0 INTRODUCTION AND BACKGROUND

2.01 INTRODUCTION:

Clackamas County Water Environment Services (“District”) owns and operates the Kellogg Creek Water Resource Recovery Facility (“WRRF”) in Milwaukie, OR. The facility was originally constructed in 1972 and is a Conventional Activated Sludge treatment system. The purpose of the project is to upgrade the existing aeration basins.

2.02 BACKGROUND:

The District has identified operational and condition based improvements required to provide improved process performance and increased reliability of the existing aeration basins. The actuated valves described herein will be installed by a general contractor as part of a larger Kellogg Creek WRRF Aeration Basin Improvements project. The District has elected to procure these items in advance of bidding the larger project due to the long lead times associated with the equipment.

3.0 SPECIFICATIONS / STATEMENT OF WORK

3.01 REQUIRED SPECIFICATIONS:

In order to qualify as a Responsive Bidder, the Bid needs to meet the required specifications per Exhibit A, attached and hereby incorporated by reference.

3.02 TERMS AND CONDITIONS:

Sample Contract: Submission of a Proposal in response to this ITB indicates Proposer’s willingness to enter into a contract containing substantially the same terms (including insurance requirements) of the sample contract identified below. No action or response to the sample contract is required under this ITB. This ITB and all supplemental information in response to this ITB will be a binding part of the final contract.

The applicable Sample Goods and Services Contract.

The following insurance requirements will be applicable.

Professional Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for damages caused by error, omission or negligent acts.

Commercial General Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for Bodily Injury and Property Damage.

Automobile Liability: combined single limit, or the equivalent, of not less than $500,000 per occurrence for Bodily Injury and Property Damage.

4.0 BIDDER QUALIFICATIONS

4.01 MINIMUM QUALIFICATIONS:

Manufacturer shall have provided five installations of similar products in aeration basin air supply line flow control service in the United States within the last 5 years.

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5.0 REQUIRED SUBMITTALS

5.01 SUBMISSION OF BID AND QUANTITY:

Submit one (1) sealed copy of the Bid by email to the address below. The Bid, must contain all of the required information and must have signatures on the required forms.

Submit Bids (including all required documents) by 2:00 PM PT to:

procurement@clackamas.us

Late Bids will not be accepted.

5.02 REQUIRED SUBMITTALS:

It is the Bidder’s sole responsibility to submit information in fulfillment of the requirements of this ITB.

If pertinent information or required submittals are not included within the Bid, it may cause the Bid to be rejected.

Bidders should submit the following information:

• Description of how the goods or services offered specifically meet the required specifications described in Exhibit A.

• Detailed information about how the Bidder meets the minimum qualifications detailed in Section 4.

• Exhibit B, Certifications, fully completed.

• Exhibit C, References, fully completed.

• Exhibit D, Bid Price Form, fully completed.

6.0 EVALUATION AND AWARD

6.01 EVALUATION:

Bids will be evaluated to determine the lowest Responsive Responsible Bidder based upon the ITB, Exhibits and Addenda. County may engage in any of the processes identified in the applicable LCRBR to determine the Contract award.

6.02 BEST AND FINAL OFFER:

In accordance with LCRBR C-047-0261, the County may request best and final offers from those Bidders determined by County to be reasonably viable for contract award. However, County reserves the right to award a contract on the basis of initial bid received. Therefore, each bid should contain the Bidder’s best terms from a price and technical standpoint. Following evaluation of the best and final offers, County may select for final contract negotiations/execution the offers that are most advantageous to County, considering cost and the evaluation criteria in this ITB.

6.03 INVESTIGATION OF REFERENCES:

County reserves the right to investigate and to consider the references and the past performance of any Bidder with respect to such things as its performance or provision of similar goods or services, compliance with specifications and contractual obligations, and its lawful payment of suppliers, subcontractors, and workers. County further reserves the right to consider past performance, historical information and facts, whether gained from the Bid, interviews, references, County or any other source.

County may postpone the award or execution of the Contract after the announcement of the notice of intent to award in order to complete its investigation.

mailto:procurement@clackamas.us

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7.0 INSTRUCTIONS TO BIDDERS

7.01 APPLICABLE STATUTES AND RULES:

This ITB is subject to the applicable provisions and requirements of the Oregon Revised Statutes, and the LCRBR.

7.02 MANUFACTURER’S NAMES AND APPROVED EQUIVALENT:

"NO SUBSTITUTE" for any manufacturers' names, trade name, brand names, information and/or catalogue numbers listed in this specification will be allowed for this project. Bids which do not comply with these requirements are subject to rejection.

7.03 REQUEST FOR CLARIFICATION OR CHANGE:

Requests for clarification or change of the ITB must be in Writing and received by the issuing office no later than the Request for Clarification or Change Deadline as specified in the Schedule of Events. Such requests for clarification or change must include the reason for the Bidder’s request. County Tech will consider all timely requests and, if acceptable to County, amend the ITB by issuing an Addendum. An Addendum will be posted on OregonBuys. Envelopes or e-mails containing requests should be clearly marked as a Request for Clarification or Change and include the ITB Number and Title.

7.04 PROTESTS OF THE BID/SPECIFICATIONS:

Protests must be in accordance with LCRBR C-047-0730. Protests of Specifications must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule of Events, or within three (3) business days of issuance of any addendum, at the Procurement Services Division address listed in Section 1 of this ITB. Protests may not be faxed. Protests of the ITB specifications must include the reason for the protest and any proposed changes to the requirements.

7.05 ADDENDA:

If any part of this ITB is changed, an addendum will be provided to Proposers that have provided an address to the Procurement Division for this procurement. It shall be Proposers responsibility to regularly check projects OregonBuys listing for any published Addenda or response to clarifying questions.

7.06 PREPARING AND SIGNATURE:

All Required Submittals must be Written and signed by an authorized representative with authority to bind the Bidder. Signature certifies that the Bidder has read, fully understands, and agrees to be bound by the ITB and all Exhibits and Addenda to the ITB.

7.07 PUBLIC RECORD:

Upon completion of the ITB process, information in your Bid will become subject records under the Oregon Public Records Law. Only those items considered a “trade secret” under ORS 192.501(2), may be exempt from disclosure. If a Bid contains what the Bidder considers a “trade secret” the Bidder must mark each sheet of information as such. Only bona fide trade secrets may be exempt and only if public interest does not require disclosure.

7.08 MODIFICATION:

Prior to submittal, Bidders should initial modifications or erasures in ink by the person signing the Bid.

After submittal but prior to the Bid Due Date and Time, Bids may be modified by submitting a Written notice indicating the modifications and a statement that the modification amends and supersedes the prior Bid. After the Bid Due Date and Time, Bidders may not modify their Bid.

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7.09 WITHDRAWLS:

A Bidder may withdraw their Bid by submitting a Written notice to the issuing office identified in this ITB prior to the Bid Due Date and Time. The Written notice must be on the Bidder’s letterhead and signed by an authorized representative of the Bidder. The Bidder, or authorized representative of the Bidder, may also withdraw their Bid in person prior to the Bid Due Date and Time, upon presentation of appropriate identification and evidence of authority to withdraw the Bid satisfactory to County.

7.10 LATE SUBMITTALS:

Bids and Written notices of modification or withdrawal must be received no later than the Bid Due Date and Time. County may not accept or consider late Bids, modifications, or withdrawals except as permitted in LCRBR C-047-0330(6).

7.11 BID OPENING:

Bids will be opened immediately following the Bid Due Date and Time at the Submittal Location.

Bidder may attend the Bid opening. Only the names of the Bidders submitting Bids and base bid price will be announced. No other information regarding the content of the Bids will be available. The base bid results will be posted to OregonBuys.

7.12 BIDS ARE OFFERS:

The Bid is the Bidder’s offer to enter into a contract pursuant to the terms and conditions specified in the ITB, its Exhibits, and Addenda. The offer is binding on the Bidder for one hundred twenty (120) days. County’s award of the Contract constitutes acceptance of the offer and binds the Bidder. The Bid must be a complete offer and fully Responsive to the ITB.

7.13 CONTINGENT BIDS:

Bidder shall not make its Bid contingent upon County’s acceptance of specifications or contract terms that conflict with or are in addition to those in the ITB, its Exhibits, or Addenda.

7.14 RIGHT TO REJECT:

County may reject, in whole or in part, any Bid not in compliance with the ITB, Exhibits, or Addenda, if upon County’s Written finding that it is in the public interest to do so. County may reject all Bids for good cause, if upon County’s Written finding that it is in the public interest to do so. Notification of rejection of all Bids, along with the good cause justification and finding of public interest, will be sent to all who submitted a Bid.

7.15 AWARDS:

County reserves the right to make award(s) by individual item, group of items, all or none, or any combination thereof. County reserves the right to delete any item from the award when deemed to be in the best interest of County.

7.16 LEGAL SUFFICIENCY REVIEW:

Prior to execution of any Contract resulting from this ITB, the Contract may be reviewed for legal sufficiency by a qualified attorney for County pursuant to the applicable Oregon Revised Statutes and County Policy. Legal sufficiency review may result in changes to the terms and conditions specified in the ITB, Exhibits, and Addenda.

7.17 BID RESULTS:

A notice of intent to award containing the Bid results will be issued to all Bidders and posted to OregonBuys. The Bid file will be available for Bidder’s review during the protest period at the Procurement Division. Bidders must make an appointment with the issuing office to view the Bid file.

After the protest period, the file will be available by making a Public Records Request to County through the Procurement Division.

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7.18 BID PREPARATION COST:

County is not liable for costs incurred by the Bidder during the ITB process.

7.19 BID CANCELLATION:

If an ITB is cancelled prior to the Bid Due Date and Time, all Bids that may have already been received will be returned to the Bidders. If an ITB is cancelled after the Bid Due Date and Time or all Bids are rejected, the Bids received will be retained and become part of County’s permanent Bid file.

7.20 COLLUSION:

By responding, the Proposer states that the proposal is not made in connection with any competing Proposer submitting a separate response to the ITB, and is in all aspects fair and without collusion or fraud. Proposer also certifies that no officer, agent, elected official, or employee of County has a pecuniary interest in this Proposal.

7.21 NONDISCRIMINATION;

The successful proposer agrees that, in performing the work called for by this ITB and in securing and supplying materials, contractor will not discriminate against any person on the basis of race, color, religious creed, political ideas, sex, age, marital status, sexual orientation, gender identity, veteran status, physical or mental handicap, national origin or ancestry, or any other class protected by applicable law.

7.22 PROTEST OF CONTRACTOR SELECTION, CONTRACT AWARD:

An eligible Bidder who feels adversely affected or aggrieved may submit a protest within seven (7) calendar days after County issues a notice of intent to award a Contract. The protest must be clearly identified as a protest, identify the type and nature of the protest, and include the ITB number and title.

The rules governing protests are at LCRBR C-047-0740.

EXHIBIT A

REQUIRED SPECIFICATIONS

CLACKAMAS WATER ENVIRONMENT SERVICES

MILWAUKIE, OREGON

BIDDING REQUIREMENTS

AND

CONTRACT DOCUMENTS

for purchase of Process Valves and Operators

KELLOGG CREEK WRRF AERATION

BASIN IMPROVEMENTS PROCUREMENT

JACOBS

Corvallis, Oregon

April 2022

©Jacobs 2022. All rights reserved.

This document and the ideas and designs incorporated herein, as an instrument of professional service, is the property of Jacobs and is not to be used in whole or part, for any other project without the written authorization of Jacobs.

Project No. D3518800

KELLOGG CREEK WRRF

AERATION BASIN IMPROVEMENTS PROCUREMENT

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SECTION 00 01 07

SEALS PAGE

SPECIFICATIONS

DIVISION 01—GENERAL REQUIREMENTS

Sections 01 43 33, 01 61 00, 01 78 23

Digitally Signed on

April 28, 2022

Todd Wilson Dye

KELLOGG CREEK WRRF

AERATION BASIN IMPROVEMENTS PROCUREMENT

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SPECIFICATIONS

DIVISION 40—PROCESS INTERCONNECTIONS

Section 40 27 02

Digitally Signed on

April 28, 2022

Nathan James Ebbs

END OF SECTION

SPECIFICATIONS

KELLOGG CREEK WRRF AERATION

BASIN IMPROVEMENTS PROCUREMENT

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TABLE OF CONTENTS

Pages

SPECIFICATIONS

01 43 33 Manufacturers’ Field Services....................................................... 1 5 Supplement:

Manufacturer’s Certificate of Proper Installation........................... 1 1

01 61 00 Common Product Requirements.................................................... 1 7 Supplement:

Manufacturer’s Certificate of Compliance .................................... 1 1

01 78 23 Operation and Maintenance Data .................................................. 1 6 Supplement:

Maintenance Summary Form ........................................................ 1 2

40 27 02 Process Valves and Operators ....................................................... 1 8 Supplement:

Pneumatic Actuated Valve Schedule ............................................. 1 2

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SECTION 01 43 33

MANUFACTURERS’ FIELD SERVICES

PART 1 GENERAL

1.01 PERIOD OF PERFORMANCE

A. Products furnished under this project are anticipated to be provided to an installing Contractor in calendar year 2022 and 2023. The period of manufacturer’s field services is inclusive of the installation period.

1.02 DEFINITIONS

A. Person-Day: One person for 8 hours within regular Contractor working hours.

1.03 SUBMITTALS

A. Informational Submittals:

1. Training Schedule: Submit, in accordance with requirements of this Specification, at time of equipment delivery and revise as necessary for acceptance.

2. Lesson Plan: Submit, in accordance with requirements of this Specification, proposed lesson plan not less than 21 days prior to scheduled training and revise as necessary for acceptance.

3. Training Session Recordings: Furnish Owner with two complete sets of recordings fully indexed and cataloged with printed labels stating session and date recorded.

1.04 QUALIFICATION OF MANUFACTURER’S REPRESENTATIVE

A. Authorized representative of the manufacturer, factory trained, and experienced in the technical applications, installation, operation, and maintenance of respective equipment, subsystem, or system, with full authority by the equipment manufacturer to issue the certifications required of the manufacturer. Additional qualifications may be specified in the individual specification section.

B. Representative subject to acceptance by Owner and Engineer. No substitute representatives will be allowed unless prior written approval by such has been given.

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PART 2 PRODUCTS (NOT USED)

PART 3 EXECUTION

3.01 FULFILLMENT OF SPECIFIED MINIMUM SERVICES

A. Furnish manufacturers’ services, when required by an individual specification section, to meet the requirements of this section.

B. Where time is necessary in excess of that stated in the Specifications for manufacturers’ services, or when a minimum time is not specified, time required to perform specified services shall be considered incidental.

C. Schedule manufacturer’ services to avoid conflict with other onsite testing or other manufacturers’ onsite services.

D. Determine, before scheduling services, that conditions necessary to allow successful testing have been met.

E. Only those days of service approved by Engineer will be credited to fulfill specified minimum services.

F. When specified in individual specification sections, manufacturer’s onsite services shall include:

1. Assistance during product (system, subsystem, or component) installation to include observation, guidance, instruction of Contractor’s assembly, erection, installation or application procedures.

2. Inspection, checking, and adjustment as required for product (system, subsystem, or component) to function as warranted by manufacturer and necessary to furnish Manufacturer’s Certificate of Proper Installation.

3. Providing, on a daily basis, copies of manufacturers’ representatives field notes and data to Engineer.

4. Revisiting the Site as required to correct problems and until installation and operation are acceptable to Engineer.

5. Resolution of assembly or installation problems attributable to or associated with respective manufacturer’s products and systems.

6. Assistance during functional and performance testing, and facility startup and evaluation.

7. Training of Owner’s personnel in the operation and maintenance of respective product as required.

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3.02 MANUFACTURER’S CERTIFICATE OF PROPER INSTALLATION

A. When so specified, a Manufacturer’s Certificate of Proper Installation form, a copy of which is attached to this section, shall be completed and signed by equipment manufacturer’s representative.

B. Such form shall certify signing party is a duly authorized representative of manufacturer, is empowered by manufacturer to inspect, approve, and operate their equipment and is authorized to make recommendations required to ensure equipment is complete and operational.

3.03 TRAINING

A. General:

1. Furnish manufacturers’ representatives for detailed classroom and hands-on training to Owner’s personnel on operation and maintenance of specified product (system, subsystem, or component) and as may be required in applicable Specifications.

2. Furnish trained, articulate personnel to coordinate and expedite training, to be present during training coordination meetings with Owner, and familiar with operation and maintenance manual information specified in Section 01 78 23, Operation and Maintenance Data.

3. Manufacturer’s representative shall be familiar with facility operation and maintenance requirements as well as with specified equipment.

4. Furnish complete training materials, to include operation and maintenance data, to be retained by each trainee.

B. Training Schedule:

1. List specified equipment and systems that require training services and show:

a. Respective manufacturer.

b. Estimated dates for installation completion.

c. Estimated training dates.

2. Allow for multiple sessions when several shifts are involved.

3. Adjust schedule to ensure training of appropriate personnel as deemed necessary by Owner, and to allow full participation by manufacturers’ representatives. Adjust schedule for interruptions in operability of equipment.

4. Coordinate with Owner and Engineer for equipment testing and facility startup schedules.

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C. Lesson Plan:

1. When manufacturer or vendor training of Owner personnel is specified, prepare a lesson plan for each required course containing the following minimum information:

a. Title and objectives.

b. Recommended attendees (such as, managers, engineers, operators, maintenance).

c. Course description, outline of course content, and estimated class duration.

d. Format (such as, lecture, self-study, demonstration, hands-on).

e. Instruction materials and equipment requirements.

f. Resumes of instructors providing training.

D. Prestartup Training:

1. Coordinate training sessions with Owner’s operating personnel and manufacturers’ representatives and with submission of operation and maintenance manuals in accordance with Section 01 78 23, Operation and Maintenance Data.

2. Complete at least 14 days prior to beginning of facility startup.

E. Post-startup Training: If required in Specifications, furnish and coordinate training of Owner’s operating personnel by respective manufacturer’s representatives.

F. Recording of Training Sessions:

1. Furnish audio and color recording of Prestartup and post-startup instruction sessions, including manufacturers’ representatives’ hands-on equipment instruction and classroom sessions.

2. Provide recordings on USB flash drive in digital.MP4 format suitable for playback on standard equipment available commercially in the United States.

3. USB flash drive may contain multiple training sessions. If multiple training sessions included on a USB flash drive, provide with on-screen menu for playback selection.

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3.04 SUPPLEMENT

A. The supplement listed below, following “End of Section,” is part of this specification.

1. Manufacturer’s Certificate of Proper Installation.

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MANUFACTURER’S CERTIFICATE OF PROPER INSTALLATION

OWNER: EQPT SERIAL NO:

EQPT TAG NO: EQPT/SYSTEM:

PROJECT NO: SPEC. SECTION:

I hereby certify that the above-referenced equipment/system has been:

(Check Applicable)

Installed in accordance with Manufacturer’s recommendations.

Inspected, checked, and adjusted.

Serviced with proper initial lubricants.

Electrical and mechanical connections meet quality and safety standards.

All applicable safety equipment has been properly installed.

Functional tests.

System has been performance tested, and meets or exceeds specified performance requirements. (When complete system of one manufacturer)

Note: Attach any performance test documentation from manufacturer.

Comments:

I, the undersigned Manufacturer’s Representative, hereby certify that I am (i) a duly authorized representative of the manufacturer, (ii) empowered by the manufacturer to inspect, approve, and operate their equipment and (iii) authorized to make recommendations required to ensure equipment furnished by the manufacturer is complete and operational, except as may be otherwise indicated herein. I further certify that all information contained herein is true and accurate.

Date: _________________________________, 20___

Manufacturer:

By Manufacturer’s Authorized Representative:

(Authorized Signature)

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SECTION 01 61 00

COMMON PRODUCT REQUIREMENTS

PART 1 GENERAL

1.01 DEFINITIONS

A. Products:

1. New items for incorporation in the Work, whether purchased by Contractor or Owner for the Project, or taken from previously purchased stock, and may also include existing materials or components required for reuse.

2. Includes the terms material, equipment, machinery, components, subsystem, system, hardware, software, and terms of similar intent and is not intended to change meaning of such other terms used in Contract Documents, as those terms are self-explanatory and have well recognized meanings in construction industry.

3. Items identified by manufacturer’s product name, including make or model designation, indicated in manufacturer’s published product literature, that is current as of the date of the Contract Documents.

1.02 ENVIRONMENTAL REQUIREMENTS

A. Altitude: Provide materials and equipment suitable for installation and operation under rated conditions at 100 feet above sea level.

B. Provide equipment and devices installed outdoors or in unheated enclosures capable of continuous operation within an ambient temperature range of 0 degree F to 115 degrees F.

1.03 PREPARATION FOR SHIPMENT

A. When practical, factory assemble products. Mark or tag separate parts and assemblies to facilitate field assembly. Cover machined and unpainted parts that may be damaged by the elements with strippable protective coating.

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B. Package products to facilitate handling and protect from damage during shipping, handling, and storage. Mark or tag outside of each package or crate to indicate its purchase order number, bill of lading number, contents by name, name of Project and Contractor, equipment number, and approximate weight. Include complete packing list and bill of materials with each shipment.

1. Package and ship products to avoid damage during long term storage in original cartons insofar as possible, or in appropriately sized, hinged-cover, wood, plastic, or metal box. Cardboard boxes are not acceptable without approval from Engineer.

C. Extra Materials, Special Tools, Test Equipment, and Expendables:

1. Furnish as required by individual specifications.

2. Schedule:

a. Ensure that shipment and delivery occurs concurrent with shipment of associated equipment.

b. Transfer to Owner shall occur immediately subsequent to Contractor’s acceptance of equipment from Supplier.

3. Packaging and Shipment:

a. Package and ship extra materials and special tools to avoid damage during long term storage in original cartons insofar as possible, or in appropriately sized, hinged-cover, wood, plastic, or metal box. Cardboard boxes are not acceptable without approval from Engineer.

b. Prominently displayed on each package, the following:

1) Manufacturer’s part nomenclature and number, consistent with Operation and Maintenance Manual identification system.

2) Applicable equipment description.

3) Quantity of parts in package.

4) Equipment manufacturer.

4. Deliver materials to the following address:

a. Clackamas Water Environment Services

Kellogg Creek WRRF Attention: Joshua Clark 1525 S.E. McLoughlin Blvd, Milwaukie, OR 97222

(503) 794-8050

b. Notify Owner upon arrival for transfer of materials.

5. Replace extra materials and special tools found to be damaged or otherwise inoperable at time of transfer to Owner.

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D. Request a minimum 7-day advance notice of shipment from manufacturer.

Upon receipt of manufacturer’s advance notice of shipment, promptly notify Engineer of anticipated date and place of arrival.

E. Factory Test Results: Reviewed and accepted by Engineer before product shipment as required in individual specification sections.

1.04 DELIVERY AND INSPECTION

A. Deliver products in accordance with accepted current Progress Schedule and coordinate to avoid conflict with the Work and conditions at Site. Deliver anchor bolts and templates sufficiently early to permit setting prior to placement of structural concrete.

B. Deliver products in undamaged condition, in manufacturer’s original container or packaging, with identifying labels intact and legible. Include on label, date of manufacture and shelf life, where applicable.

C. Unload products in accordance with manufacturer’s instructions for unloading or as specified. Record receipt of products at Site. Promptly inspect for completeness and evidence of damage during shipment.

D. Remove damaged products from Site and expedite delivery of identical new undamaged products, and remedy incomplete or lost products to provide that specified, so as not to delay progress of the Work.

1.05 HANDLING, STORAGE, AND PROTECTION

A. Provide written instructions for handling, storage, and protection of materials and equipment to prevent damage. Provide manufacturer’s recommended maintenance during storage, installation, and until products are accepted for use by Owner.

B. Manufacturer’s instructions for material requiring special handling, storage, or protection shall be provided prior to delivery of material.

PART 2 PRODUCTS

2.01 GENERAL

A. Provide manufacturer’s standard materials suitable for service conditions, unless otherwise specified in the individual specifications.

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B. Where product specifications include a named manufacturer, with or without model number, and also include performance requirements, named manufacturer’s products must meet the performance specifications.

C. Like items of products furnished shall be end products of one manufacturer and of the same series or family of models to achieve standardization for appearance, operation and maintenance, spare parts and replacement, manufacturer’s services, and implement same or similar process instrumentation and control functions in same or similar manner.

D. Do not use materials and equipment removed from existing premises, except as specifically permitted by Contract Documents.

E. Provide interchangeable components of the same manufacturer, for similar components, unless otherwise specified.

F. Equipment, Components, Systems, and Subsystems: Design and manufacture with due regard for health and safety of operation, maintenance, and accessibility, durability of parts, and shall comply with applicable OSHA, state, and local health and safety regulations.

G. Regulatory Requirement: Coating materials shall meet federal, state, and local requirements limiting the emission of volatile organic compounds and for worker exposure.

H. Authority Having Jurisdiction (AHJ):

1. Provide the Work in accordance with NFPA 70, National Electrical Code (NEC). Where required by the AHJ, material and equipment shall be labeled or listed by a nationally recognized testing laboratory or other organization acceptable to the AHJ in order to provide a basis for approval under NEC.

2. Materials and equipment manufactured within the scope of standards published by UL. shall conform to those standards and shall have an applied UL listing mark.

I. Equipment Finish:

1. Provide manufacturer’s standard finish and color, except where specific color is indicated.

2. If manufacturer has no standard color, provide equipment with gray finish as approved by Owner.

J. Special Tools and Accessories: Furnish to Owner, upon acceptance of equipment, all accessories required to place each item of equipment in full

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operation. These accessory items include, but are not limited to, adequate oil and grease (as required for first lubrication of equipment after field testing), light bulbs, fuses, hydrant wrenches, valve keys, handwheels, chain operators, special tools, and other spare parts as required for maintenance.

K. Lubricant: Provide initial lubricant recommended by equipment manufacturer in sufficient quantity to fill lubricant reservoirs and to replace consumption during testing, startup, and operation until final acceptance by Owner.

L. Components and Materials in Contact with Water for Human Consumption:

Comply with the requirements of the Safe Drinking Water Act and other applicable federal, state, and local requirements. Provide certification by manufacturer or an accredited certification organization recognized by the Authority Having Jurisdiction that components and materials comply with the maximum lead content standard in accordance with NSF/ANSI 61 and

NSF/ANSI 372.

1. Use or reuse of components and materials without a traceable certification is prohibited.

2.02 FABRICATION AND MANUFACTURE

A. General:

1. Manufacture parts to U.S.A. standard sizes and gauges.

2. Two or more items of the same type shall be identical, by the same manufacturer, and interchangeable.

3. Design structural members for anticipated shock and vibratory loads.

4. Use 1/4-inch minimum thickness for steel that will be submerged, wholly or partially, during normal operation.

5. Modify standard products as necessary to meet performance specifications.

B. Lubrication System:

1. Require no more than weekly attention during continuous operation.

2. Convenient and accessible; oil drains with bronze or stainless steel valves and fill-plugs easily accessible from the normal operating area or platform. Locate drains to allow convenient collection of oil during oil changes without removing equipment from its installed position.

3. Provide constant-level oilers or oil level indicators for oil lubrication systems.

4. For grease type bearings, which are not easily accessible, provide and install stainless steel tubing; protect and extend tubing to convenient location with suitable grease fitting.

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2.03 SOURCE QUALITY CONTROL

A. Where Specifications call for factory testing to be witnessed by Engineer, notify Engineer not less than 14 days prior to scheduled test date, unless otherwise specified.

B. Calibration Instruments: Bear the seal of a reputable laboratory certifying instrument has been calibrated within the previous 12 months to a standard endorsed by the National Institute of Standards and Technology (NIST).

C. Factory Tests: Perform in accordance with accepted test procedures and document successful completion.

PART 3 EXECUTION

3.01 INSPECTION

A. Inspect materials and equipment for signs of pitting, rust decay, or other deleterious effects of storage. Do not install material or equipment showing such effects. Remove damaged material or equipment from the Site and expedite delivery of identical new material or equipment. Delays to the Work resulting from material or equipment damage that necessitates procurement of new products will be considered delays within Contractor’s control.

3.02 MANUFACTURER’S CERTIFICATE OF COMPLIANCE

A. When so specified, a Manufacturer’s Certificate of Compliance, a copy of which is attached to this section, shall be completed in full, signed by entity supplying the product, material, or service, and submitted prior to shipment of product or material or execution of the services.

B. Engineer may permit use of certain materials or assemblies prior to sampling and testing if accompanied by accepted certification of compliance.

C. Such form shall certify proposed product, material, or service complies with that specified. Attach supporting reference data, affidavits, and certifications as appropriate.

D. May reflect recent or previous test results on material or product, if acceptable to Engineer.

3.03 ADJUSTMENT AND CLEANING

A. Perform required adjustments, tests, operation checks, and other startup activities.

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3.04 LUBRICANTS

A. Fill lubricant reservoirs and replace consumption during testing, startup, and operation prior to acceptance of equipment by Owner.

3.05 SUPPLEMENT

A. The supplement listed below, following “End of Section,” is part of this specification.

1. Manufacturer’s Certificate of Compliance.

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MANUFACTURER’S CERTIFICATE OF COMPLIANCE

OWNER: PRODUCT, MATERIAL, OR SERVICE

SUBMITTED:PROJECT NAME:

PROJECT NO:

Comments:

I hereby certify that the above-referenced product, material, or service called for by the Contract for the named Project will be furnished in accordance with all applicable requirements. I further certify that the product, material, or service are of the quality specified and conform in all respects with the Contract requirements, and are in the quantity shown.

Date of Execution: ________________________________________, 20___ Manufacturer:

Manufacturer’s Authorized Representative (print):

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SECTION 01 78 23

OPERATION AND MAINTENANCE DATA

PART 1 GENERAL

1.01 SECTION INCLUDES

A. Detailed information for the preparation, submission, and Engineer’s review of Operations and Maintenance (O&M) Data, as required by individual specification sections.

1.02 DEFINITIONS

A. Preliminary Data: Initial and subsequent submissions for Engineer’s review.

B. Final Data: Engineer-accepted data, submitted as specified herein.

C. Maintenance Operation: As used on Maintenance Summary Form is defined to mean any routine operation required to ensure satisfactory performance and longevity of equipment. Examples of typical maintenance operations are lubrication, belt tensioning, adjustment of pump packing glands, and routine adjustments.

1.03 SEQUENCING AND SCHEDULING

A. Equipment and System Data:

1. Preliminary Data:

a. Do not submit until Shop Drawing for equipment or system has been reviewed and approved by Engineer.

b. Submit prior to shipment date.

2. Final Data: Submit Instructional Manual Formatted data not less than 30 days prior to delivery and submit on electronic media.

B. Materials and Finishes Data:

1. Preliminary Data: Submit 60 days prior to delivery.

2. Final Data: Submit 30 days prior to delivery.

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1.04 DATA FORMAT

A. Prepare preliminary and final data in the form of an instructional manual.

Prepare final data in data compilation format on electronic media.

B. Instructional Manual Format:

1. Binder: Commercial quality, permanent, three-ring or three-post binders with durable plastic cover.

2. Size: 8-1/2 inches by 11 inches, minimum.

3. Cover: Identify manual with typed or printed title “OPERATION AND

MAINTENANCE DATA” and list:

a. Project title.

b. Designate applicable system, equipment, material, or finish.

c. Identity of separate structure as applicable.

d. Identify volume number if more than one volume.

e. Identity of general subject matter covered in manual. Identity of equipment number and Specification section.

4. Spine:

a. Project title.

b. Identify volume number if more than one volume.

5. Title Page:

a. Contractor name, address, and telephone number.

b. Subcontractor, Supplier, installer, or maintenance contractor’s name, address, and telephone number, as appropriate.

1) Identify area of responsibility of each.

2) Provide name and telephone number of local source of supply for parts and replacement.

6. Table of Contents:

a. Neatly typewritten and arranged in systematic order with consecutive page numbers.

b. Identify each product by product name and other identifying numbers or symbols as set forth in Contract Documents.

7. Paper: 20-pound minimum, white for typed pages.

8. Text: Manufacturer’s printed data, or neatly typewritten.

9. Three-hole punch data for binding and composition; arrange printing so that punched holes do not obliterate data.

10. Material shall be suitable for reproduction, with quality equal to original. Photocopying of material will be acceptable, except for material containing photographs.

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C. Electronic Media Format:

1. Portable Document Format (PDF):

a. After all preliminary data has been found to be acceptable to

Engineer, submit Operation and Maintenance data in PDF format on a USB flash drive.

b. Files to be exact duplicates of Engineer-accepted preliminary data.

Arrange by specification number and name.

c. Files to be fully functional and viewable in most recent version of Adobe Acrobat.

d. Provide bookmarked PDF file for all headings and sections.

1.05 SUBMITTALS

A. Informational:

1. Data Outline: Submit detailed outline of proposed organization and contents of Final Data prior to preparation of Preliminary Data.

2. Preliminary Data:

a. If data meets conditions of the Contract:

1) One copy will be returned to Contractor.

2) One copy will be forwarded to Resident Project

Representative.

b. If data does not meet conditions of the Contract:

1) Engineer with transmit comments for revision.

2) Resubmit as revised in accordance with Engineer’s comments.

3. Final Data: Submit two hard copies and Electronic Medea copies in format specified herein.

1.06 DATA FOR EQUIPMENT AND SYSTEMS

A. Content for Each Unit (or Common Units) and System:

1. Product Data:

a. Include only those sheets that are pertinent to specific product.

b. Clearly annotate each sheet to:

1) Identify specific product or part installed.

2) Identify data applicable to installation.

3) Delete references to inapplicable information.

c. Function, normal operating characteristics, and limiting conditions.

d. Performance curves, engineering data, nameplate data, and tests.

e. Complete nomenclature and commercial number of replaceable parts.

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f. Original manufacturer’s parts list, illustrations, detailed assembly drawings showing each part with part numbers and sequentially numbered parts list, and diagrams required for maintenance.

g. Spare parts ordering instructions.

h. Where applicable, identify installed spares and other provisions for future work (such as, reserved panel space, unused components, wiring, and terminals).

2. As-installed, color-coded piping diagrams.

3. Charts of valve tag numbers, with the location and function of each valve.

4. Drawings: Supplement product data with Drawings as necessary to clearly illustrate:

a. Format:

1) Provide reinforced, punched, binder tab; bind in with text.

2) Reduced to 8-1/2 inches by 11 inches, or 11 inches by

17 inches folded to 8-1/2 inches by 11 inches.

3) Where reduction is impractical, fold and place in 8-1/2-inch by 11-inch envelopes bound in text.

4) Identify Specification section and product on Drawings and envelopes.

b. Relations of component parts of equipment and systems.

c. Control and flow diagrams.

d. Coordinate Drawings with Project record documents to assure correct illustration of completed installation.

5. Instructions and Procedures: Within text, as required to supplement product data.

a. Format:

1) Organize in consistent format under separate heading for each different procedure.

2) Provide logical sequence of instructions for each procedure.

3) Provide information sheet for Owner’s personnel, including:

a) Proper procedures in event of failure.

b) Instances that might affect validity of guarantee or

Bond.

b. Installation Instructions: Including alignment, adjusting, calibrating, and checking.

c. Operating Procedures:

1) Startup, break-in, routine, and normal operating instructions.

2) Test procedures and results of factory tests where required.

3) Regulation, control, stopping, and emergency instructions.

4) Description of operation sequence by control manufacturer.

5) Shutdown instructions for both short and extended duration.

6) Summer and winter operating instructions, as applicable.

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7) Safety precautions.

8) Special operating instructions.

d. Maintenance and Overhaul Procedures:

1) Routine maintenance.

2) Guide to troubleshooting.

3) Disassembly, removal, repair, reinstallation, and re-assembly.

B. Content for Each Electric or Electronic Item or System:

1. Description of Unit and Component Parts:

a. Function, normal operating characteristics, and limiting conditions.

b. Performance curves, engineering data, nameplate data, and tests.

c. Complete nomenclature and commercial number of replaceable parts.

d. Interconnection wiring diagrams, including control and lighting systems.

2. Circuit Directories of Panelboards:

3. Electrical service.

4. Control requirements and interfaces.

5. Communication requirements and interfaces.

6. List of electrical relay settings, and control and alarm contact settings.

7. Electrical interconnection wiring diagram, including as applicable, single-line, three-line, schematic and internal wiring, and external interconnection wiring.

8. As-installed control diagrams by control manufacturer.

9. Operating Procedures:

a. Routine and normal operating instructions.

b. Startup and shutdown sequences, normal and emergency.

c. Safety precautions.

d. Special operating instructions.

10. Maintenance Procedures:

a. Routine maintenance.

b. Guide to troubleshooting.

c. Adjustment and checking.

d. List of relay settings, control and alarm contact settings.

11. Manufacturer’s printed operating and maintenance instructions.

12. List of original manufacturer’s spare parts, manufacturer’s current prices, and recommended quantities to be maintained in storage.

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C. Maintenance Summary:

1. Compile individual Maintenance Summary for each applicable equipment item, respective unit, or system, and for components or sub-units.

2. Format:

a. Use Maintenance Summary Form bound with this section or electronic facsimile of such.

b. Each Maintenance Summary may take as many pages as required.

c. Use only 8-1/2-inch by 11-inch size paper.

d. Complete using typewriter or electronic printing.

3. Include detailed lubrication instructions and diagrams showing points to be greased or oiled; recommend type, grade, and temperature range of lubricants and frequency of lubrication.

4. Recommended Spare Parts:

a. Data to be consistent with manufacturer’s Bill of Materials and

Parts List furnished in O&M manuals.

b. “Unit” is the unit of measure for ordering the part.

c. “Quantity” is the number of units recommended.

d. “Unit Cost” is the current purchase price.

1.07 DATA FOR…