21-190-GS Two 15002000 KVA Substation Regulators_v5 sh.pdf

Eugene Water & Electric Board

INVITATION TO BID FOR

THE PURCHASE OF GOODS & SERVICES

Two 1500/2000 KVA 3 Phase Substation Regulators

Bid No.: 21-190-GS Closing Date: Wednesday, September 22, 2021 Time: 2:00 PM, PST

Description: EWEB seeks bids for two 1500/2000 KVA 3φ step voltage regulators that are to be matched with 12/16/20 MVA 115-12 kV no-load tap transformers.

Purchasing Analyst: Sandra Hahn Phone: (541) 685-7163 Fax: (541) 685-7501 Purchasing Analyst email: Sandra.hahn@eweb.org

Prebid Conference: NO

This is a COMPETITIVE SEALED PROCUREMENT. NO FAXED BIDS will be allowed.

SEALED BIDS will be received until the closing date and time noted above by the EWEB PURCHASING OFFICE at:

EUGENE WATER & ELECTRIC BOARD

PURCHASING OFFICE

4200 ROOSEVELT BLVD

EUGENE, OREGON 97402

Submit via US Postal Service or by Commercial Carrier such as UPS or FED EX, or in person by appointment with the Purchasing Analyst listed above.

SINGLE POINT OF CONTACT: There will be only one point of contact for the entire Invitation to Bid process. The contact point is the EWEB Purchasing Office, and the contact person is the Purchasing Analyst listed above, unless otherwise stated in Part 2 “Special Terms and Conditions”. Any questions or issues that may arise regarding the specifications, the bidding process, and/or the award process shall be directed to the Purchasing Analyst listed above. EWEB’s official response to any questions or requests will be in writing through direct letters or the Addendum process.

FOR MORE INFORMATION please refer to Part 1 “Instructions to Bidders”.

TABLE OF CONTENTS

Section Description Page

Legal Advertisement

1 Instructions to Bidders

2 Insurance Requirements

3 Sustainability

4 Technical Requirements / Scope of Work / Drawing Standard

ED3-5.2003 REV -0

Bid Form Questionnaire

Attachments

B Bidder Residency Information

C Recycled Products Certification/Sustainability Questionnaire

Exhibits

1 Sample Contract with Attachment A Standard Terms & Conditions

LEGAL ADVERTISEMENT

ITB # 21-190-GS

The Eugene Water & Electric Board (EWEB) requests bids from contractors for two 1500/2000 KVA 3φ step voltage regulators that are to be matched with 12/16/20 MVA 115-12 kV no-load tap transformers.

Bids shall be submitted to Sandra Hahn, Purchasing Analyst at Eugene Water & Electric Board, Purchasing Office, 4200 Roosevelt Blvd., Eugene, OR 97402, before, Wednesday, September 22, 2021. Bids will not be accepted after this hour and date..

ITB documents may be obtained by downloading from the State of Oregon's bid site ("Oregon Buys"):

https://oregonbuys.gov/bso/ (For navigation help, please call 1-855-800-5046.)

All bids shall be submitted as set forth in Section 1 - Instructions to Bidders. EWEB is not responsible for bids submitted in any manner, format or to any delivery point other than as required by the Solicitation Document.

No bid may be withdrawn after the hour set for the opening thereof until the elapse of thirty (30) days) from the date and time set for opening.

EWEB reserves the right to waive any or all informalities and irregularities; may cancel the Invitation to Bid; and may reject any or all bids pursuant to EWEB Rule 3-0640.

Date: September 8, 2021

Sandra Hahn Purchasing Analyst https://oregonbuys.gov/bso/

1. INSTRUCTIONS TO BIDDERS

All bids and contracts are subject to the provisions and requirements of the Oregon Revised Statutes ORS 279A and 279B and EWEB Public Contracting Rules Divisions 1,2, 3 and 6.

BID PREPARATION

The Eugene Water & Electric Board's environmental policy directs the utility to conduct its business in an environmentally sensitive, sustainable and responsible way. Pursuant to this policy, EWEB encourages the Bidder to submit their bid using materials (i.e. paper, dividers, binders, brochures, supplemental information, etc.) that contain postconsumer recycled content and are readily recyclable. Use of materials that cannot be readily recycled, such as PVC (vinyl) binders, spiral bindings, plastic or glossy covers and/or dividers is discouraged. Further, Bidders are strongly encouraged to duplex print whenever possible. Color printing is acceptable, but not required unless content will not display correctly.

1.1 BID FORMAT

Bids shall be typewritten or prepared in ink and shall be submitted on the form provided in the Invitation to Bid.

No oral, telegraphic, electronic, or telephone or facsimile bids shall be accepted.

1.2 CONFORMANCE TO BID REQUIREMENTS

Bids shall conform to the requirements of the Invitation to Bid. All necessary attachments (recycled products certification, non-collusion certification, descriptive literature, etc.) shall be submitted with the bid and in the required format. Bid prices shall be for the unit indicated on the bid. Failure to comply with all requirements may result in bid rejection.

1.3 PRODUCT IDENTIFICATION

Bidders shall clearly identify all products bid. Brand name and model or number shall be shown. EWEB reserves the right to reject any bid when the product information submitted with the bid is incomplete.

1.4 PROTEST OF SPECIFICATIONS OR CONTRACT TERMS / REQUEST FOR CHANGE

A Bidder who believes that the procurement process is contrary to law, or that the solicitation is unnecessarily restrictive in that specifications limit competition arbitrarily, without reasonably promoting the fulfillment of the procurement needs of EWEB, or the solicitation document is legally flawed in that it contains terms or conditions that are contrary to law, or the solicitation improperly specifies a brand name as defined in ORS 279B.200, may submit a protest, in writing, to: Eugene Water & Electric Board, Sandra Hahn, Purchasing Analyst, Eugene Water & Electric Board, 4200 Roosevelt Blvd., Eugene, Oregon 97401 or via email to Sandra.hahn@eweb.org. To be considered, protests shall be received no later than 5 pm on the fifth business day before bid close date.

The right to protest bid specifications and/or contract terms is provided in EWEB Rule 3-0700, as a provision for

"checks and balances" on the ITB. The EWEB Purchasing department shall promptly respond to each written protest, and where appropriate, issue all revisions, substitutions, or clarifications via addenda to all Bidders.

Envelopes containing bid protests shall be marked as follows:

BID SPECIFICATION PROTEST

BID #21-190-GS, SEPTEMBER 22, 2021

Protest of technical or contractual requirements shall include the reason for protest, any and all evidence and documented, factual information that supports Bidder’s protest, and any proposed changes to the requirements.

Bidders must exhaust all administrative remedies before seeking judicial review.

1.5 SIGNATURE ON BID

Bids shall be signed by an authorized representative of the Bidder. Signature on a bid certifies that the bid is made without connection with any person, firm or corporation making a bid for the same goods and/or services and is in all respects fair and made without collusion or fraud. Signature on a bid also certifies that the Bidder has read, fully understands and agrees with all bid specifications, terms and conditions. No consideration will be given to any claim resulting from bidding without fully comprehending all requirements of the Invitation to Bid.

Bidders shall only enter information within the bid document where it is requested or required. Bidders shall NOT make any alterations to the Original Solicitation Document. Any bid that has been altered may be rejected.

1.6 RESERVED

BID SUBMISSION

1.7 BID SUBMISSION

(A) Sealed bids, containing a minimum of one (1) original signed bid response including any addenda which require signature, and one (1) electronic copy (flash drive), shall be received and date and time-stamped by the EWEB Purchasing department prior to bid closing. No bid received after bid closing date and time shall be considered. To ensure that your bid receives priority treatment within our mailing system, your bid should be labeled with the following information:

BID #21-190-GS, 2:00 pm, September 22, 2021

EUGENE WATER & ELECTRIC BOARD

SANDRA HAHN, PURCHASING DEPT.

4200 ROOSEVELT BLVD

EUGENE, OREGON 97402

Submit via US Postal Service or by Commercial Carrier such as UPS or FED EX, or in person by appointment with Sandra Hahn. (Sandra.hahn@eweb.org or call 541-685-7163). Please RSVP at least a day in advance of closing date.

EWEB is not responsible for bids submitted in any manner, format or to any delivery point other than as required by the Solicitation Document

(B) REQUIRED PAGES

Bidder MUST complete, sign, and return the following pages with their bid response:

• Section 5 - Bid Form with addenda acknowledgement or copies of each addendum, signed by Bidder

• Section 6 - Questionnaire

• Attachment B - Bidder Residency Information

• Attachment C - Recycled Products Certification

• Sustainability Questionnaire

1.8 ADDENDA

Any VERBAL communication cannot and shall not be construed as approval of the acceptability of any deviation to any requirement. All changes to requirements and/or the bidding documents will be made in the form of Addenda.

The Bidder is responsible for ensuring that all addenda have been received and are acknowledged in their Bid Response.

All addenda can be obtained electronically at the State of Oregon's bid site ("ORPIN"): https://orpin.oregon.gov.

As a courtesy, EWEB may send addenda to registered Bidders via e-mail.

mailto:Sandra.hahn@eweb.org

1.9 BID MODIFICATION

Modifications or erasures made before bid submission shall be initialed by the person signing the bid. Bids, once submitted, may be modified in writing before the time and date set for bid closing. Any modification shall be prepared on company letterhead, shall be signed by an authorized representative, and shall state that the new document supersedes or modifies prior bid submissions and any other prior bid modifications. Bid modifications shall be submitted in a sealed envelope clearly marked “Bid Modification,” identifying the bid number and closing date and time. Bidders may not modify bids after bid closing date and time.

1.10 BID WITHDRAWALS: Bids may be withdrawn in writing on company letterhead signed by an authorized representative and received by the EWEB Purchasing Office prior to bid closing time. Bids may also be withdrawn in person before bid closing time upon presentation of appropriate identification.

1.11 BID OPENING: Bids received in response to this Invitation to Bid shall be publicly opened at the scheduled closing date and time at the EWEB Purchasing department located at the main entrance of 4200 Roosevelt Blvd, Eugene, Oregon 97402. Bidders who attend the bid opening shall be informed only of the names of Bidders submitting bids and the total bid price. No other information shall be available at that time. Award decisions will NOT be made at the opening.

1.12 METHOD OF BIDDING

Bidders shall bid in the space(s) provided, all information required on the Bid Form. Failure to do so may result in bid rejection.

The price of each item shall be clearly shown in the space provided. The price of each item shall be extended to show the total when required. In case of errors in extension, the unit price shall prevail.

1.13 EXCEPTIONS

Any exceptions to the requirements of this solicitation MUST be submitted in accordance with Item 1.4 PROTEST OF

SPECIFICATIONS OR CONTRACT TERMS / REQUEST FOR CHANGE. Exceptions submitted with your bid, or in any manner other than the process provided herein, may cause your bid to be ruled non-responsive and rejected.

1.14 ALTERNATE BIDS

Bidders may submit more than one offer. All offers must comply with the requirements of the ITB except that additional offers may incorporate, by reference, repetitive information which is provided in the complete offer.

1.15 PROPRIETARY DATA/PUBLIC RECORD

This Invitation to bid, together with copies of all documents pertaining to the award of a contract, shall be kept by

EWEB and made a part of a file or record which shall be open to public inspection. If a bid contains any information that is considered a trade secret under ORS 192.345(2), each sheet of such information shall be marked with the following legend:

"This data constitutes a trade secret under ORS 192.345(2), and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS Chapter 192."

The Oregon Public Records Law exempts from disclosures only bona fide trade secrets, and the exemption from disclosure applies only "unless the public interest requires disclosure in the particular instance" ORS 192.345(2).

Therefore, non-disclosure of documents or any portion of a document submitted as part of a bid may depend upon official or judicial determinations made pursuant to the Public Records Law.

The above restriction may not include cost or price information, which shall be open to public inspection.

BID EVALUATION & AWARD

1.16 METHOD OF AWARD

Award shall be made to the lowest responsive and responsible Bidder for the total of the items selected for award.

Award shall be made to one Bidder and one Bidder only. EWEB reserves the right to withdraw any item(s) from award consideration if it is in the best interest of EWEB to do so.

1.17 RECIPROCAL PREFERENCE

In determining the “lowest responsible Bidder,” EWEB adds a percentage increase to each out-of-state Bidder’s bid price that is equal to the percentage given to local Bidders in that Bidder’s home state. For example, if the “lowest responsible bidder” is from a state that grants a 10 percent preference to local bidders, EWEB will add 10 percent to that bidder’s price when evaluating the bid.

1.18 MINIMUM REQUIREMENTS: Evaluation of bids will be based on minimum requirements established by the Technical

Specifications / Statement of Work, if any, and compliance with the terms and conditions of the Invitation to Bid.

1.19 INVESTIGATION OF REFERENCES

EWEB reserves the right to investigate the references and the past performance of any Bidder with respect to its successful performance of similar services, compliance with specifications and contractual obligations, and its lawful payment of suppliers, subcontractors, and workers. EWEB may postpone the award or execution of the contract after the announcement of the apparent successful Bidder in order to complete its investigation. EWEB reserves the right to reject any bid response or to reject all bid responses at any time prior to EWEB’s execution of contract, upon good cause and upon EWEB finding that it is in the public interest.

1.20 PRIOR ACCEPTANCE OF DEFECTIVE BIDS

Due to limited resources, EWEB generally will not completely review or analyze any bid response which on its face fails to comply with the requirements of the bid documents or which clearly is not the best bid, nor will EWEB generally investigate the references or qualifications of those who submit such bid responses. Therefore, neither the release of a Bidder’s bid bond, the return of a bid response, nor acknowledgment that the selection is complete shall operate as a representation by EWEB that a response was complete, sufficient, or lawful in any respect.

1.21 TIME FOR ACCEPTANCE

Bids shall be valid and binding offers for a period of thirty (30) days from the closing date (unless otherwise specified in the solicitation document) and may not be modified or withdrawn after the closing date and time.

1.22 BID RESULTS

To obtain bid results, notes may be taken at the public reading of the bid or a personal inspection may be made of the bid files at a later date, BY APPOINTMENT. Bid tabulations may be obtained electronically at: the State of Oregon's bid site ("ORPIN"):

https://orpin.oregon.gov. (For navigation help, contact the Purchasing Analyst.) EWEB may, as a courtesy, provide the notification of intent to award to all participating Bidders.

1.23 PROTEST OF AWARD (EWEB Rule 3-0740)

A Bidder may protest the award or intent to award a contract if: The Bidder is adversely affected because the

Bidder would be eligible to be awarded the contract in the event that the protest were successful; and the reason for the protest is that all lower bids are nonresponsive; or EWEB has failed to conduct the evaluation of bids in accordance with the criteria or processes described in the solicitation document; or EWEB has abused its discretion in rejecting the protestor's bid as nonresponsive; or EWEB's evaluation of bids or EWEB's subsequent determination of award is otherwise in violation of EWEB Rules.

Eligible Bidders protesting award shall follow the procedures described herein. Protests that do not follow these procedures shall not be considered. This protest procedure constitutes the sole administrative remedy available to Bidders.

a) Protests must be received within seven (7) days after issuance of the notice of intent to award the Contract.

EWEB will not consider late protests.

b) All protests must be in writing, signed by the protesting party or an authorized Agent and submitted to the EWEB Purchasing Analyst listed on page 1. The protest must state all facts and arguments on which the protesting party is basing the protest.

c) Only protests stipulating an issue of fact concerning a matter of bias, discrimination or conflict of interest, non-compliance with procedures described in the procurement documents, or EWEB policy shall be considered. Protests based on procedural matters will not be considered.

d) EWEB’s Purchasing Manager will review the protest and will fax and mail the protesting party a written response within three (3) business days of receipt of the written protest to the fax number and address provided in the bid or bid. Any written response may be comprised of a determination of the protest, a notice to the protesting party of the need for additional time in which to evaluate the matter, or other notice to the protesting party.

e) If the Purchasing Manager’s determination (response) is adverse to the protester, any further appeal of the

Purchasing Manager’s determination by the party must be submitted in writing to EWEB’s General Manager within three (3) business days of issuance of the Purchasing Manager’s determination (response).

f) EWEB’s General Manager will review any appeal of the Purchasing Manager’s determination and shall fax and mail, in accordance with the fax number and address provided in the bid, the protesting party a written response within three (3) business days of receipt of written appeal.

g) If the determination of the General Manager is adverse to the protesting party’s interest, the protesting party may only appeal to EWEB’s Board of Commissioners by filing a written notice of appeal to the Board with the General Manager within two (2) business days of issuance of the General Manager’s written determination.

h) The Contract Review Board, in considering the protest, shall review the documentation presented to the

Purchasing Manager and the General Manager on or before the next regularly scheduled Board Meeting, but in no event shall they be required to review in less than ten (10) business days, and thereafter, base their decision on such material. The Board review will be limited to the evaluation of compliance with EWEB’s policies and procedures, requirements of the RFP or ITB and the equal and fair application of EWEB’s contracting rules. The contract Review Board's determination shall be EWEB's final decision.

An adversely affected or aggrieved Bidder must exhaust all avenues of administrative review procedures and relief before seeking judicial review of EWEB's Contractor selection or Contract Award decision.

1.24 BID REJECTION

EWEB reserves the right to reject any and all bids pursuant to EWEB Rule 3-0640.

1.25 CONTRACT NEGOTIATIONS

EWEB will begin negotiating a Contract with the lowest responsive and responsible Bidder. EWEB shall direct negotiations toward obtaining written agreement on:

a) The statement of work;

b) The contract price as it is affected by negotiating the statement of work; and

c) Any other terms and conditions as requested in the bid response

At any time during discussions or negotiations EWEB may terminate discussions or negotiations with the lowest responsive and responsible Bidder if it reasonably believes that:

a) The Bidder is not discussing or negotiating in good faith; or

b) Further discussions or negotiations with the Bidder will not result in the parties agreeing to the terms and conditions of a final contract in a timely manner.

If EWEB terminates negotiations, EWEB may then commence negotiations with the next lowest responsive and responsible Bidder, and continue the process until EWEB has determined to award the contract to the Bidder with whom it is currently discussing or negotiating. EWEB reserves the right to discontinue negotiations and cancel the solicitation if it deems it is in its best interest.

1.26 COMMENCEMENT OF WORK

Contractor shall commence no work under this contract until all certificates of insurance, as required in Section 2

- Insurance Requirements, have been provided and a Notice to Proceed or a Purchase Order has been issued by

EWEB.

1.27 PROCUREMENT SCHEDULE

Last Day for EWEB to Receive Questions from Proposers September 20, 2021

Last Day for EWEB to send Addenda September 16, 2021

Closing Date (last day to submit proposals to EWEB) Wednesday September 22, 2021

Intent to Award Announcement September 23, 2021

Board Meeting October 5, 2021

Contract Award October 7, 2021

POST AWARD

Delivery of Equipment February 2023 (preferably earlier)

2. INSURANCE REQUIREMENTS

2.1. Certificates of Insurance. As evidence of the insurance coverage required by this solicitation and the resulting contract, the awarded Contractor shall furnish Certificate(s) of insurance to the EWEB Purchasing Department, before final award can be authorized. The insurance coverage required under this contract shall be obtained from insurance companies or entities having a minimum financial rating of A.M. Best’s Key Rating A-; VII or higher. The Contractor shall be financially responsible for all deductibles, self-insured retention and/or self-insurance included hereunder.

2.2 Commercial General Liability. The awarded Contractor shall obtain, at Contractor's expense, and keep in effect during the term of this contract, Commercial General Liability Insurance written on the current ISO occurrence form (or a substitute form providing equivalent coverage) including coverage for premises, operations, independent contractors (performing work on Contractor’s behalf), completed operations and contractual liability. The limit shall not be less than $1,000,000 per occurrence and subject to an aggregate limit of no less than $2,000,000.

The insurance must include EWEB, its' divisions, officers, and employees as additional insureds and must apply as primary insurance without any contribution from any other insurance or self-insurance afforded to such additional insured. There must not be any endorsement or modification of this insurance to make it excess over any other insurance available to such additional insured. Insurance or self-insurance maintained by EWEB or other additional insureds is in excess of Contractor’s insurance, contingent and non-contributory.

The insurance must provide that insurer waives all rights to recover any payment made from EWEB, its' divisions, officers, and employees.

2.3 Automobile Liability. The awarded Contractor shall obtain, at contractor's expense, and keep in effect during the term of this contract, Automobile Liability Insurance to cover liability arising out of any auto (including owned, hired and non-owned) used in connection with the work or services. This coverage may be written in combination with the Commercial General Liability Insurance. Combined single limit per occurrence shall not be less than $1,000,000, or the equivalent.

The insurance must include EWEB, its' divisions, officers, and employees as additional insureds and must apply as primary insurance without any contribution from any other insurance or self-insurance afforded to such additional insured. There must not be any endorsement or modification of this insurance to make it excess over any other insurance available to such additional insured. Insurance or self-insurance maintained by EWEB or other additional insureds is in excess of Contractor’s insurance, contingent and non-contributory.

The insurance must provide that insurer waives all rights to recover any payment made from EWEB, its' divisions, officers, and employees.

2.4 Workers' Compensation. All subject employers working under this contract are either employers that will comply with ORS 656.017 which requires them to provide Oregon workers' compensation coverage that satisfies Oregon law for all their subject workers, or employers that are exempt under ORS 656.126. [2003 c.794 §76c] In addition, Contractor will obtain, at contractor's expense, and keep in effect during the term of this contract, Employers Liability insurance with a limit of not less than $1,000,000 each accident for bodily injury by accident, $1,000,000 each employee for bodily injury by disease, and a $1,000,000 policy limit for bodily injury by disease.

The insurance must provide that insurer waives all rights to recover any payment made from EWEB, its' divisions, officers, and employees

2.5 Indemnification. The awarded Contractor shall defend, save, hold harmless, and indemnify EWEB, its officers, employees and agents from and against all claims, suits, actions, losses, damages, liabilities, costs and expenses resulting from, arising out of, or relating to any error, omission, breach of contractual duty, or negligent act of the Contractor or its officers, employees, subcontractors, or agents in the performance of services under this Contract.

2.6 Notice of Cancellation or Change. There shall be no cancellation, material change, potential exhaustion of aggregate limits or non-renewal of insurance coverage(s) without 30 days' written notice from Contractor or its insurer(s) to EWEB. Any failure to comply with the reporting provisions of this clause shall constitute a material breach of Contract and shall be grounds for immediate termination of this Contract by EWEB.

2.7 Waiver of Insurance Requirements

Contractor’s failure to provide certificates of insurance as specified herein and/or in the manner specified herein does not constitute a waiver of the insurance requirements. Any waiver of the insurance requirements will only be made in writing.

3. SUSTAINABILITY

EWEB is interested in products and services that have a reduced impact on human health and the environment, make the most efficient use of natural resources, and that more fully support communities and economies when compared to competing products and services serving the same purpose. For more information regarding sustainability in procurement and related EWEB policy and plans, please contact EWEB’s Purchasing Office at 541-685-7500. The awarded offeror will be expected to support EWEB’s goals by implementing the following strategies where applicable.

3.1 WASTE REDUCTION

Pursuant to EWEB’s Zero Waste efforts, EWEB aims to prevent waste where possible. In order to increase efficient use of resources, the awarded offeror shall adhere to the following items as applicable.

3.1.1 Packaging for goods that is unnecessary beyond packaging compliance or practical safe shipping methods shall be reduced. Offeror to ship goods using one or more of the following methods:

a. Ship products in reusable, refillable, or returnable containers. For example, reusable trays or totes, which can be stored and returned;

b. Minimal packaging material used inside containers. This includes eliminating or reducing the amount of non-recyclable bubble wrap, foam pellets or other like material;

c. Eliminate non-essential parts of packaging, such as individual wrapping of components;

d. Use packaging made with recycled content, biodegradable, and/or non-toxic materials.

e. No point of purchase material or promotional literature.

3.1.2 The awarded offeror is to duplex all paper materials that are prepared for EWEB under the contract, whether such materials are printed or copied, except when impracticable to do so due to the nature of the product being produced.

3.2 FUEL REDUCTION

3.2.1 EWEB expects suppliers to review the manufacturing process for increased efficiency overtime. Shipping should be routed efficiently with efforts made to ship in the shortest and most efficient route. EWEB prefers to receive shipments in full rather than receiving multiple shipments.

3.2.2 In the interest of reducing air and noise pollution, greenhouse gas emissions and promoting energy conservation, all gasoline and diesel powered vehicles and equipment shall be idled only as necessary to perform the required duties, including delivery, and for the essential function(s) of the equipment. A driver of a vehicle must turn off the engine upon stopping at the destination, and must not cause or allow an engine to idle at any location for more than 20 seconds. This idling policy applies except in the following situations:

a. The health and safety of employees, sub-contractors or public is compromised by turning off the vehicle.

b. The engine is required to power auxiliary equipment (e.g. hoist, lift platforms, hydraulic tools, inverters, compactors, medical equipment, specialized public safety radio communication and computer systems, etc.)

c. Vehicle/equipment manufacturer requires additional idle time for warm up or cool down for efficient and proper mechanical or functional operation of the unit.

3.3 ENVIRONMENTALLY PREFERRED PRODUCTS

To promote and encourage environmentally sustainable practices for companies doing business with EWEB, EWEB requests vendors under EWEB contract use environmentally preferable products in production of EWEB work products.

3.3.1 The awarded offeror should use environmentally preferable materials that meet performance requirements wherever practical in the fulfillment of this agreement. Environmentally preferable products and services have characteristics that include but are not limited to the following:

• Energy efficient

• Non-toxic, non-bio accumulative

• Reusable or upgradeable

• Recyclable

• Contain post-consumer recycled materials

• Produce fewer polluting by-products and/or safety hazards during manufacture, use or disposal, and/or

• Are certified by an independent accredited third party program such as Eco Logo or ENERGY STAR.

3.3.2 EWEB desires the use of post-consumer recycled content, chlorine-free paper to encourage environmentally preferable practices for EWEB business wherever practical in the fulfillment of the scope of work

3.4 SOCIAL EQUITY

3.4.1 EWEB supports the use of Minority, Women, Emerging Small Businesses (M/W/ESB), local businesses, Disadvantaged Business Enterprises and Qualified Rehabilitation Facilities (QRF) at both a prime and subcontracting and/or supply chain level. EWEB encourages the awarded offeror to use the following voluntary practices to promote open competitive opportunities for disadvantaged businesses as applicable:

a. Access lists of certified minority, women, emerging small business or disadvantaged business enterprises from the Oregon State Office of Minority, Women and Emerging Small Business (OMWESB) by visiting their website at: http://www4.cbs.state.or.us/ex/dir/omwesb/

b. Visit the Oregon State Qualified Rehabilitation Facilities Program website at http://dasapp.oregon.gov/qrf/index.aspx to search for Qualified Rehabilitation Facilities from whom to procure products or services.

3.4.2 EWEB supports the use of safe products to protect the lives of the contractor, sub-contractors, and EWEB employees. Suppliers of products must meet local fire, EPA, and OSHA requirements.

http://www4.cbs.state.or.us/ex/dir/omwesb/ http://dasapp.oregon.gov/qrf/index.aspx

4. TECHNICAL SPECIFICATIONS / SCOPE OF WORK

1.0 SCOPE

This specification covers 1500/2000 KVA 3φ step voltage regulators that are to be matched with 12/16/20 MVA 115-12 kV no-load tap transformers.

2.0 REFERENCE STANDARDS

The step voltage regulators shall be manufactured, tested, and furnished according to the latest edition, revision, or amendments to the applicable standards of ANSI, NEMA, AND IEEE except as specifically noted in these specifications.

3.0 MODIFICATIONS TO REFERENCE STANDARDS

3.1 Ratings

The regulator shall be outdoor, three-phase, 60 Hz., 55º C temperature rise, rated 1500/2000 KVA, 694/926 amps at 12,470 volts and 10% voltage regulation raise and lower. The regulator shall be rated on an OA/FA basis. The regulator shall be suitable for use on a 12,470 volt grounded wye/7200 volt system.

The regulator shall be rated 12,470 volts suitable for operation at 12,000 and 13,200 volts. The regulator shall have 10% regulation raise and lower in thirty-two 5/8% steps.

Basic Impulse Level (BIL). The windings shall be 110 kV BIL, 15 kV insulation class.

3.2 Tap Changer

The Tap Changer must be a vacuum tap changer.

Tap Changers with resistive or reactive designs will not be accepted.

3.3 Regulator Controls and Accessories

The regulator shall be completely self-contained with automatic control that provides the following controls or indication:

1. LCD or LED Screen which displays real time measured voltage

2. Remote / Local Selector Switch

3. Auto / Manual Selector Switch

4. Raise / Off / Lower Momentary Switch

5. Voltage Source Internal / External Selector Switch

6. Test Terminals for energizing the control circuits from an external source that also disconnects from the internal control power transformer

7. LED indication (or other indication) when measured voltage is outside of bandwidth

8. Neutral indication LED (or separate LED mounted in the control cabinet)

Terminal blocks shall be provided in the control cabinet for connecting EWEB SCADA contacts listed below:

1. SUP/A

2. SUP/A1

3. SUP/M

4. SUP/Raise

5. SUP/Lower

A Beckwith M-0329B LTC Backup Control shall be mounted in the control cabinet to supervise automatic tap changes and provide “Force Lower” control if necessary. This backup controller shall not supervise local, manual operation of the tap changer.

An auxiliary relay shall be provided that EWEB will wire to provide Supervisory indication of the status of the tap changer control. This relay shall be Allen-Bradley type 700-HB32A1 with base Tyco Electronics type 27E893. All terminals of this relay shall be wired to terminal blocks within the control cabinet.

Overload protection and disconnecting devices for tap changer drive motor circuits and line drop compensator circuits.

A suitable Control Power Transformer shall be provided internal to the regulator that provides power for only the tap changer controller.

A suitable Power Transformer shall be provided internal to the regulator that provides power for the tap changer motor, separate from the Control Power Transformer for tap changer controller operation.

A tap position indicator with drag hands.

An operation counter to record the number of operations of the tap changer.

The control panel shall be enclosed in weatherproof housing attached to the regulator tank.

3.4 Oil and Tank

The regulator will be supplied and filled with new mineral oil inhibited against oxidation prior to shipping with 0.3 percent by weight of DBPC. Residual oil shall be shipped in 50 gallon barrels.

All the mineral oil supplied shall not be contaminated with other substances and the manufacturer shall certify that the oil contains less than one (1) ppm of polychlorinated biphenyls (PCBs). In addition, the manufacturer shall state on the nameplate, “The transformer contains less than 1 ppm of PCBs.”

The mineral oil supplied with the transformer shall be in accordance with ASTM D3487 “Standard Specification for Mineral Insulating Oil Used in Electrical Apparatus.”

The regulator shall have an oil level gauge, oil temperature gauge, and Winding temperature gauge, each equipped with alarm contacts wired to the control cabinet.

• Top oil relay shall be set at 75°C (Stage 1 cooling), 80°C (Stage 2 cooling), 100°C (Stage 1 alarm) and 110°C (Stage 2 alarm)

• Winding relay shall be set at 75°C (Stage 1 cooling), 80°C (Stage 2 cooling), 110° (Stage 1 alarm) and 130°C (Stage 2 alarm)

Each oil-fill compartment shall be equipped with a sudden-pressure relay with a dedicated seal-in relay in the Control Cabinet. Sudden-pressure relay shall be mounted in the oil space of each compartment and shall include an isolation valve. The seal-in relay shall be type Qualitrol 909-300-01.

The regulator tank shall be designed for a maximum pressure of 10 psig.

The regulator shall have a pressure relief device with alarm contacts wired to the control cabinet. The pressure relief device shall be set at 10psig. The vent shall be designed to prevent oil from spraying adjacent equipment and shall be shielded to inhibit animal access.

The regulator tank shall have a top filter press valve connection, oil drain and filter press valve with an oil sampling device on the discharge side of the valve.

The regulator shall, at a minimum, have grounding lugs on diagonally opposite corners at the base of the regulator.

The regulator shall have lifting eyes for lifting the regulator cover and lifting lugs for lifting the completely assembled regulator.

The regulator shall be furnished with a removable cover on the side or top of the tank adjacent to the tap changer to allow for inspection and maintenance without the necessity of untanking the unit.

Resistive or reactive tap changers must be in a separate compartment sealed off from the main core and coil compartment and this compartment must be equipped with a forced oil filtration system.

3.5 Bushings

The source, load, and neutral bushings shall have a minimum current rating of 2,000 amperes and shall be bottom-connected. The bushings must have a 150 kV BIL rating. Bushings are to be Pcore catalog number 89123-70 or EWEB approved equal.

All bushings shall meet all requirements of the latest ANSI Standard C76.1 for bushings for power circuit breakers and outdoor transformers. All bushings shall be ANSI 70 Light Gray in color. Provide a NEMA standard four (4) hole stud connector on each bushing with appropriate current rating for bushing capacity.

All bushings and their associated mountings shall be suitable for washing by a stream of water under high pressure when the regulator is energized without admitting water into the bushing or the transformer, regardless of the angle at which the stream of water impinges on the bushing or the associated mounting.

3.6 Instrument Transformers.

The manufacturer shall provide necessary internal current and potential transformers for the regulator controls. Potential transformer shall have suitable taps with leads connected to terminal blocks in the control cabinet to provide ratios of 100:1, 104.1, and 110.1. Separate potential transformers for the tap changer and voltage sensing shall be supplied.

3.7 Lightning Arresters

The manufacturer shall provide the six (6) arresters rated 9 kV.

Lightning arresters shall be gapless station class with polymer housings and shall be EATON catalog number UXAA009007A1045A11 or EWEB approved equal.

The top of the NEMA four (4)-hole connector at the top of the arrestor is to be at the same height and centerline as the NEMA four (4) hole connector of the associated bushing. All lightning arresters shall be gray in color.

The mounting brackets shall be drilled with three (3), 5/8-inch diameter holes on a 10-in bolt circle. A line between two of the holes shall be perpendicular to the tank wall.

3.8 Cooling Equipment

Cooling equipment controls shall be installed in a metal weatherproof cabinet mounted on the side of the regulator.

A suitable temperature device with necessary auxiliaries for control and operation of cooling equipment shall be provided.

The cooling fans shall be operated from contacts on the temperature gauges and manual control switch in the control cabinet. The gauge settings are discussed in section 3.4. The manual control switch shall have OFF, AUTO, and MANUAL settings independent for each stage of fans; OFF removes control power from the specific group of fans, AUTO enables control power and allows the gauge to govern operation and MANUAL operates the group of fans continuously.

A suitable Power Transformer shall be provided internal to the regulator that provides power for the operation of the cooling equipment, separate from the Control Power Transformer for tap changer controller operation.

Electrical circuits for the cooling equipment shall have overcurrent protection separate from the overcurrent protection for the tap changer circuits.

Cooling fans shall be located only on the sides of the radiators to provide maintenance accessibility with adequate safety clearances from transformer live parts. The fan guards are to be stainless steel or hot-dipped galvanized and shall meet all OSHA requirements, including that a 1/2-inch diameter rod shall not penetrate the guards. Fan blades to be one-piece cast aluminum or stainless steel. All fan motors are to be totally enclosed with weatherproof plug/receptacle cord connections. Fan motors shall be equipped with double sealed, grease-lubricated ball bearings and shall not require lubrication during the life of the motor.

3.9 Wind Loading & Seismic Rating

The regulator shall be designed to withstand wind loads as defined by local building code, or 95 miles/hour, whichever is greater, in its service configuration (i.e., with bushings, arresters, radiator/coolers, etc. installed).

The completely assembled regulator, including all tanks, radiators, bushings, and control/auxiliary cabinets, shall meet the HIGH seismic qualification level as published in IEEE Standard 693 without damage.

Evidence of qualifying designs shall be provided upon EWEB request.

3.10 Nameplate

Manufacturer's nameplate shall be made of non-corrosive stainless steel or aluminum.

3.11 Paint

The regulator shall be painted ANSI #61 Gray or an approved equal.

4.0 TESTS

4.1 The routine tests for resistance measurements, ratio tests, polarity, losses tests, excitation current test, impedance voltage tests, and dielectric tests shall be made on the regulator in accordance with

ANSI C57.15.

4.2 Additional tests that shall be made on the regulator are the impulse tests (i.e., reduced wave, chopped wave, and full wave). These tests shall be in accordance with ANSI C57.15. A separate quotation for these additional tests shall be submitted.

5.0 QUOTATION EVALUATION

5.1 Regulator quotation analysis will be based on compliance with this specification, purchase order requirements, cost of regulator losses, and the base price.

Cost of Losses = (A x No-Load Losses) + (B x Load Losses) A = Cost of No-Load Losses at 5% regulation in dollars/KW B = Cost of Load Losses at 5% regulation in dollars/KW

Bid Cost = Base Price + Cost of Losses

Consult the bid documentation for values of losses that will be used for evaluation.

Should the combined losses of the transformer when tested exceed the guaranteed combined losses, an amount as determined by the equation above will be withheld from the bid price as damages. No credit will be given for actual losses that are less than the guaranteed values.

6.0 WARRANTY

The vendor warrants that the equipment furnished under this specification is free from defects in material and workmanship and agrees to repair or replace, for a period of 12 months from date of initial operation or 18 months from date of acceptance, whichever is earlier, any unit that is unsuitable for operation or fails in operation during normal and proper use.

7.0 PACKAGING

All bushings and accessories susceptible to damage during shipping shall be adequately protected to insure against damage during transit.

8.0 ALTERNATES

Step voltage regulators that meet the applicable parts of this specification and satisfy Eugene Water & Electric Board needs will be considered. A complete description, instructions for operation and maintenance, test data, and records of operating experience shall accompany the bid.

9.0 VENDOR INFORMATION

9.1 Exceptions

Any exceptions to this specification shall be presented to EWEB in letter form for consideration.

Exceptions that meet the intent of this specification and result in cost savings may be considered.

EWEB reserves the right to accept or reject any exception.

9.2 Drawings and Instruction Books

All prints, instruction books, etc., shall be sent to the Buyer’s attention, Eugene Water & Electric Board, Purchasing Office, 4200 Roosevelt Boulevard, Eugene, Oregon 97402.

Drawing approval before construction is required. The manufacturer shall furnish drawings for approval in AutoCAD and PDF format through a secure FTP site or CD/DVD. These drawings shall include a general outline drawing, nameplate, wiring schematics and connection diagrams and list of equipment and accessories by style number. The outline drawings shall include anchoring details of the tank base together with dimensions, weights, center of gravity, insulating fluid volume and weights and foundation loadings. The drawings shall also include foundation reactions produced by equipment operation and by wind and seismic forces. The approval drawings must be received at EWEB no later than eight (8) weeks after receipt of order by manufacturer.

The manufacturer shall supply at least thirty (30) days before shipment of the transformer, four (4) sets of final prints of all drawings and four (4) sets of instruction books. One (1) complete instruction book and set of drawings shall accompany each regulator. One CD/DVD shall be included additionally with all the below documentation included in PDF or Microsoft Office Suite format. The final documents shall include, but not be limited to, the following:

1. Assembled transformer outline drawing (including bushing locations and connection points, centerline location and sizes of all control cabinet conduit plates; structural details of transformer base; center of gravity of installed unit and of unit prepared for shipment; and minimum dimensions and weight of unit prepared for shipment).

2. Nameplate drawing (including identification of type of winding connection and conductor material used in each winding).

3. Bushings outline drawings.

4. Surge arrester outline drawings.

5. Terminal fitting drawings.

6. Schematic and wiring diagrams showing number, size, and power requirements of fans and pumps; fan and pump control; alarm and relay connections; and current transformer connections.

7. Complete point-to-point wiring drawings shall be supplied for all electrical circuits installed on the transformer by the manufacturer.

8. Instruction manual covering receiving, handling, installation, operation and maintenance of transformer and all auxiliary equipment.

A. Complete instructions and data for ordering of all parts and accessories.

B. Complete instructions covering installation, assembly, operation, maintenance and adjustment of the transformer and all associated equipment. Cuts or drawings or descriptive information shall be provided showing all points where adjustment may be made.

C. Complete instructions for maintenance of bushings, including any special instruction required for disassembly and assembly of the bushing or its parts.

D. Complete parts list, including a breakdown of all assemblies, including name or included drawings.

E. Spare parts list as recommended by the manufacturer, including the information listed in the preceding paragraph.

F. A list of the special tools, if applicable, being provided by the manufacturer.

9. Certified test reports (for each transformer) including all tests performed on the transformer, weather requested by EWEB or not.

9.3 Regulator Overload Capability

The manufacturer's bid shall state overload capacities related to time for loss of insulation life and loss of contact life.

MATERIAL SPECIFICATION

EUGENE WATER & ELECTRIC BOARD - EUGENE, OREGON

1500/2000 KVA 3-PHASE STEP VOLTAGE REGULATOR

July 23, 2021 REV.

ES3-9.170 2

FUNC BY CHK APP

DES

DWN

EWEB WORK ORDER NO.

DATE:

REV DATE DWN CHK APP

DWG NO:

REV

7/

/2

4:

P

M P

H

IL

IP

P

ET

ER

SO

N STD

STANDARDS CHECKEWEB

PROJECT SHEET NO:

SCALE:

REVISION DESCRIPTION

LINE IS 2 INCHES

AT FULL SIZE

(IF NOT 2" - SCALE ACCORDINGLY)

REV NO.

NONE

07/26/21

ED-3-5.2003

PETERSON

PETERSON

ELECTRIC STANDARDS

SUBSTATIONS

REGULATOR

GENERAL TAP CHANGER CONTROL SCHEMATIC

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SUPA

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SUPM

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A/MSI

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A/MS

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MANUAL

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43AM

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AUTO

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43AM

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LOCAL

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43LR

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REMOTE

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43LR

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SUP/L

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SUP/R

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LTC RAISE

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LTC LOWER

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LTC CONTROLLER

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LTC CONTROL LOGIC TABLE

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SCADA SUP A/M

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SW2 A/M

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OUTCOME

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BECKWITH RAISE LOWER ONLY, NO SUP CONTROL

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MANUAL R/L ONLY

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BECKWITH RAISE/LOWER ONLY, SUP CONTROL AVAILABLE

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SUP R/L ONLY

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SEE NOTE 1

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SUP/A

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SUP/A1

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BLOCK

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BLOCK

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FORCE

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LOWER

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RAISE

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LOWER

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