Appendix 0 General Technical Specification -updated.docx

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Attached to
RFP 225-24 Ferry Service
Solicitation number
BD-24-1206-MBTA-MBTA-108240
Issued by
Massachusetts

About this file

This is a detailed technical specification document from the Massachusetts Bay Transportation Authority (MBTA) outlining requirements for water transportation services across six ferry routes in the Boston area. The document provides comprehensive operational, maintenance, and service requirements for ferry routes including Hingham (F1), Hingham-Hull (F2H), East Boston (F3), Charlestown (F4), Lynn (F5), and Winthrop/Quincy (F6) services. The contract term begins July 1, 2025, with the service provider responsible for vessel operations, maintenance of MBTA-supplied vessels and facilities, dock maintenance, ticketing, fare collection, safety compliance, and customer service. The specification requires providers to maintain proper staffing levels, implement maintenance management systems, provide backup vessels, and follow strict reporting requirements.

Compensation is structured as a Fixed Cost per Trip basis, with the MBTA reimbursing actual fuel costs without markup. The service provider is responsible for all operating expenses including personnel, vessels (where required), facilities, maintenance tools and materials, licenses, permits, certifications, and utilities. The MBTA supplies vessels for certain routes (F2H, F5, F6) and maintains ownership of all fare revenue. The provider must maintain theft insurance coverage of at least $10,000 and submit detailed monthly reconciliation reports. Performance metrics are tracked and may result in assessments for failure to meet standards. The specification includes detailed requirements for accessibility compliance, maintenance management, and emergency procedures.

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MBTA Water Transportation Services Appendix 0: General Technical Specification

Appendix 0: General Technical Specification Table of Contents

1.Introduction1
1.1Document Overview1
1.2Definitions and Terms1
2.General Scope of Work – All Routes4
2.1Passenger Service Routes and Schedules4
2.1.1Route Descriptions4
2.1.2Operating Season5
2.1.3Passenger Service Schedules5
2.1.4Days of Service5
2.1.5Holiday Service5
2.2Passenger Ferry Vessels – Supplied by the Service Provider6
2.2.1Minimum / Maximum Vessel Requirements for Scheduled Service6
2.2.2Vessel Performance Characteristics6
2.2.3General Vessel Requirements6
2.2.4Automatic Identification System (AIS)7
2.2.5Vessel Accessibility Requirements7
2.2.6Vessel Dimensions7
2.3Passenger Ferry Vessels – Supplied by the MBTA7
2.3.1MBTA Vessels7
2.3.2MBTA Spare Parts8
2.3.3MBTA Tools and Equipment9
2.3.4Manufacturer’s Warranties9
2.3.5Vessel Monitoring and Other New Onboard Equipment10
2.4Vessel Maintenance10
2.4.1General Requirements10
2.4.2Maintenance of Service Provider-Supplied Vessels11
2.4.3Maintenance of Authority-Supplied Vessels11
2.4.4Cleaning of Vessels13
2.4.5Fuel Type14
2.4.6Vessel Maintenance Plan (VMP)14
2.5Maintenance Management System – Helm Connect Maintenance15
2.5.1MMS Software and Subscription15
2.5.2MMS Data15
2.6Docks and Facilities17
2.6.1Docking Facilities17
2.6.2Maintenance Facility17
2.6.3Other Facilities17
2.7Docks and Facilities Maintenance18
2.7.1Responsibilities at Shared Facilities18
2.7.2Maintenance of Docking Facilities18
2.7.3Maintenance of Other Facilities21
2.7.4Dock and Facilities Maintenance Plan (DFMP)21
2.8General Maintenance Requirements – MBTA-Supplied Vessels, Docks and Other Assets22
2.8.1Maintenance Management Approach22
2.8.2Alterations to Authority-Supplied Assets23
2.8.3Configuration Control and Engineering Change Notices (ECNs)24
2.8.4Corrosion Management Plan24
2.8.5Seasonal Preparation Plans25
2.8.6Capital Projects Plan27
2.9Accessibility27
2.10Ticketing, Fares, Revenue Collection and Reporting28
2.10.1Passenger Fares28
2.10.2Fare Revenue28
2.10.3Ticket Sales Locations28
2.10.4Supply of Tickets and Passes28
2.10.5Control and Accounting29
2.10.6Fare Collection and Verification29
2.10.7Cash Management29
2.10.8Theft Insurance30
2.10.9Monthly Reconciliation Report30
2.11Expenses and Compensation30
2.11.1Expenses30
2.11.2Compensation31
2.11.3Invoices31
2.12Management and Operations33
2.12.1Management and Operations Plan33
2.12.2Local Office34
2.12.3Personnel34
2.12.4Vessel Operations36
2.12.5Storm Plans37
2.12.6No Smoking Law37
2.12.7Emergency Procedures37
2.12.8OCC Notification Requirements38
2.12.9Notification of MBTA Ferry Operations38
2.12.10Lost Items38
2.12.11Concession Services & Liquor License38
2.13Safety and Security38
2.13.1Safety Compliance Plan and Procedures38
2.13.2Training and Drills40
2.13.3Navigational Safety and Operations40
2.13.4Criminal Background Checks and Guidelines40
2.13.5Drug and Alcohol-Free Workplace40
2.13.6Maritime Security and Vessel Security Plan (VSP)41
2.13.7Personal Electronic Device Policy41
2.14Marketing Responsibilities41
2.14.1Marketing Coordination41
2.14.2Media Communications42
2.14.3The Service Provider Responsibilities42
2.14.4Third Party Advertising42
2.14.5MBTA Involvement In Service Provider Marketing and Advertising Efforts42
2.15Service Changes and Amendments43
2.15.1MBTA Service Change Notice44
2.15.2Service Change vs Amendment44
2.15.3Service Provider Response to MBTA Service Change Notice44
2.15.4Implementation of Service Change44
2.16Improvement Proposals44
2.16.1Service Provider Improvement Proposal Notice44
2.16.2Implementation of Improvement Proposal via Service Change Notice45
2.17Change in Law Notice45
2.17.1Implementation of Change in Law Service Notifications45
2.18Force Account Work46
2.19Performance Assurance46
2.19.1MBTA Contract Management and Oversight46
2.19.2Performance Assurance Metric (PAM) Assessments47
2.19.3On-Time Performance, Missed Trips and Ridership48
2.20Reporting Requirements50
2.20.1Reporting Deadlines50
2.21Contract Deliverables51
2.21.1Sample Versions54
2.21.2Draft Versions54
2.21.3Final Versions55
2.21.4Continuing Updates55
2.22Mobilization55
2.22.1Mobilization Period55
2.22.2Delivery Inspection of MBTA-Supplied Assets55
2.22.3Delivery of Service-Provider Supplied Vessels56
2.23Transition at End of Contract56
2.23.1General56
2.23.2Third Party Review of Documents56
2.23.3Successor Service Provider Access56
2.23.4Re-Delivery Inspections of MBTA-Supplied Assets57
2.23.5Turnover Requirements57
2.23.6Agreement Close-Out Requirements of Final Inspection/Review58
2.24Insurance58

Figures

Figure 1: Route Map5
Figure 2: Dock Maintenance Responsibilities19
Figure 3: Performance Assurance Metric Assessments47
Figure 4: Delayed Trip Compensation49
Figure 5: Repeat Missed Trip Penalties50
Figure 6: Reporting Requirements50
Figure 7: Contract Deliverables52
Figure 8: Freeboard RequirementsE-4
Figure 9: SAMPLE NTD Reporting Form A-30 - Part 1 of 4F-1
Figure 10: SAMPLE NTD Reporting Form A-30 - Part 2 of 4F-2
Figure 11: SAMPLE NTD Reporting Form A-30 - Part 3 of 4F-3
Figure 12: SAMPLE NTD Reporting Form A-30 - Part 4 of 4F-5
Figure 13: SAMPLE NTD Reporting Form B-30F-6
Figure 14: SAMPLE NTD Reporting Form F-30 - Part 1 of 2F-9
Figure 15: SAMPLE NTD Reporting Form F-30 - Part 2 of 2F-10
Figure 16: SAMPLE NTD Reporting Form R-20F-11
Figure 17: SAMPLE NTD Reporting Form R-30F-12
Figure 18: SAMPLE NTD Reporting Form S-10 - Part 1 of 4F-13
Figure 19: SAMPLE NTD Reporting Form S-10 - Part 2 of 4F-15
Figure 20: SAMPLE NTD Reporting Form S-10 - Part 3 of 4F-17
Figure 21: SAMPLE NTD Reporting Form S-10 - Part 4 of 4F-19

Attachments

Attachment A: Personal Electronic Device RequirementsA-1
Attachment B: Drug and Alcohol-Free WorkplaceB-1
Attachment C: Sample Retail Sales AgreementC-1
Attachment D: MBTA Standard Operating Procedure for Contracted Ferry Services - Notification During Emergencies or Disruption in ServiceD-1
Attachment E: Accessibility requirementsE-1
Attachment F: Sample National Transit Database (NTD) Reporting FormsF-1
Attachment G: Witness Statement ReportG-1
Attachment H: FTA Monthly Safety and Security Report FormH-1
Attachment I: Monthly Safety Report Backup TableI-1

Appendix 0: General Technical Specification Page 68 Introduction Document Overview This Technical Specification provides the Service Provider’s Scope of Work that applies to all of the Authority’s six ferry routes. Additional requirements that only pertain to a particular route are contained in the applicable Route-Specific Technical Specification as shown below. For each route, the Service Provider will be bound to the requirements of both the General Technical Specification and the applicable Route-Specific Technical Specification:

Appendix 0: General Technical Specification (this document) Appendix 1: Route-Specific Technical Specification – Route F1: Hingham Ferry Appendix 2: Route-Specific Technical Specification – Route F2H: Hingham-Hull Ferry Appendix 3: Route-Specific Technical Specification – Route F3: East Boston Ferry Appendix 4: Route-Specific Technical Specification – Route F4: Charlestown Ferry Appendix 5: Route-Specific Technical Specification – Route F5: Lynn Ferry Appendix 6: Route-Specific Technical Specification – Route F6: Winthrop/Quincy Ferry Definitions and Terms ADA – Americans with Disability Act Agreement – See Contract Authority – See MBTA Compensation – The payment by the Authority to the Service Provider equal to the “Fixed Cost per Trip” multiplied by the number of trips operated, plus any reimbursement provided for fuel.

Contract or Agreement– The written agreement between the MBTA and the Service Provider(s) including the standard terms and conditions, setting forth the obligations of the parties. The form of Contract is set forth in the RFP.

Docking Facilities – the combined floating docks, barges, gangways and ramps at a given location Ferry Services, Contract Services or the Service – the services required in this scope of services under this Contract F1 - Hingham Ferry – The MBTA ferry service operating between the Hewitt’s Cove Marina in Hingham, MA and Rowes Wharf in Boston, MA.

F2H - Hingham/Hull Ferry – The MBTA ferry service operating between Hewitt’s Cove Marina in Hingham, MA; Pemberton Point in Hull, MA; Long Wharf in Boston, MA and Logan Airport in East Boston, MA. The Authority’s ferry vessels are utilized on this route.

F3 - East Boston Ferry – The MBTA ferry service operating between Lewis Mall Wharf in East Boston, MA and Long Wharf in Boston, MA F4 - Charlestown Ferry – The MBTA ferry service operating between Long Wharf in Boston, MA. And the Charlestown Navy Yard in Charlestown, MA F5 - Lynn Ferry – The MBTA ferry service operating between Long Wharf in Boston, MA and the Blossom Street ferry dock in the City of Lynn, MA. The Authority’s ferry vessels are utilized on this route.

F6 - Winthrop / Quincy Ferry – The MBTA ferry service operating between Winthrop Landing in Winthrop, MA, Marina Bay / Squantum Point Park Landing in Quincy, MA, and Logan Airport in East Boston, MA, Seaport / Fan Pier in South Boston, MA and Long Wharf Central in Boston MA. The Authority’s ferry vessels are utilized on this route.

Ferry Operations – The MBTA department that is responsible for administering and overseeing this Contract.

Fixed Cost per Trip – The amount that the Service Provider will be compensated for each one-way revenue trip operated, as defined in the Form D cost proposal submitted with the Service Provider’s Proposal. The Fixed Cost per Trip includes all costs to operate and maintain the service, including non-revenue trips and activities, and is divided by the number of revenue trips expected to be operated in a Contract year as defined by Form D. The Authority will pay the resulting Fixed Cost per Trip for each scheduled revenue trip operated by the Service Provider. No other compensation shall be provided by the Authority for any services provided in the provision of the Contract Services, unless otherwise indicated in these Technical Specifications. In each case where these Technical Specifications state that a requirement will be performed at the expense of the Service Provider, such cost is included in the Fixed Cost per Trip.

Fixed Operator Management Fee – The annual fee the Authority will pay the Service Provider to operate the ferry service in accordance with these Technical Specifications. This is included in Form D of the Service Provider’s Cost Proposal and is incorporated into the Contract.

Force Account Work – Work that is carried out per the terms of Section 2.18, including the determination of compensation.

General Technical Specification – This document, which details requirements that are applicable to all MBTA ferry Routes.

MBTA – The Massachusetts Bay Transportation Authority, also called “The Authority”.

MMS – Maintenance Management System, as described in Section 2.5.

Offeror or Proposer – An individual, firm, partnership, corporation, or combination thereof, submitting a proposal in response to this RFP.

Off-Season – the Portion of the year (if any) in which a given ferry service does not provide revenue passenger service on any days; the portion of the year that is not the Operating Season (see below).

Operating Season – the portion of the year in which a given ferry service provides revenue passenger service, as indicated in Section 2.1.2.

Proposal – Submissions that include the mandatory requirements set forth in the Request for Proposals, including the technical submittals in Form B of the RFP and the price proposal in Form D.

Revenue – All passenger revenue received.

Route Specific Technical Specifications – The documents contained in Appendices 1 through 6 that detail the requirements that apply to one route, but not all routes.

Start of Service – July 1, 2025 Scope of Services or Scope of Work – Detailed technical requirements for the scope of work are set forth in this General Technical Specification and in the applicable Route-Specific Technical Specifications.

Service Provider – The individual, firm, partnership, corporation or combination thereof, private, municipal or public, including joint ventures, which, as an independent Contractor, has entered into a Contract with the Authority to provide the services under this Contract.

Technical Specifications – The technical specifications for the scope of services setting forth the requirements for the operation and maintenance of the water transportation services. The Technical Specifications are organized to identify requirements for all ferry service routes and additionally contain route-specific requirements. The Technical Specifications jointly refers to the General Technical Specification (Appendix 0) and all applicable Route-Specific Technical Specifications (Appendices 1 through 6) USCG – United States Coast Guard

General Scope of Work – All Routes The Service Provider shall provide, perform and include in the Contract Scope and Fixed Cost per Trip the Contract Services described in this General Technical Specification, in the applicable Route-Specific Technical Specification(s) listed in Section 1.1, and as otherwise required to safely and reliably operate the Ferry Service in compliance with all applicable laws and regulations. The MBTA may add directly related services to this Agreement during mobilization and/or the duration of this Contract as negotiated with the Service Provider.

Passenger Service Routes and Schedules Route Descriptions The MBTA passenger ferry routes are as follows, and as depicted in Figure 1. Additional detail is provided in the Route-Specific Technical Specifications.

F1
Hingham Ferry
Hewitt’s Cove, Hingham – Rowes Wharf, Boston
F2H
Hingham/Hull Ferry
Hewitt’s Cove, Hingham and Pemberton Point, Hull – Long Wharf, Boston and Logan Airport
F3
East Boston Ferry
Lewis Mall Wharf – Boston Long Wharf
F4
Charlestown Ferry
Charlestown Navy Yard – Boston Long Wharf South
F5
Lynn Ferry
Blossom Street, Lynn – Boston Long Wharf
F6
Winthrop / Quincy Ferry
Winthrop Landing and Marina Bay/Squantum Point Park Landing – Logan Airport, Seaport/Fan Pier and Aquarium

Figure 1: Route Map F1:

F6:

F6:

F2H:

F2H:

F4:

F3 F5:

Operating Season See the Route-Specific Technical Specifications Passenger Service Schedules The Service Provider shall provide ferry service per the schedules set by the Authority (see Route-Specific Technical Specifications and for additional information).

The MBTA reserves the right to change the schedule from time to time at its discretion, including adding or removing trips, as described in Section 2.15: Service Changes and Amendments.

Service Provider is required to post current ferry schedules onboard all vessels used in the service. Schedules shall use a font that is clearly legible and compliant with ADA requirements (see Section 2.9).

Days of Service See the Route-Specific Technical Specifications Holiday Service Service Provider is required to operate holiday service as indicated in the Route-Specific Technical Specifications.

Passenger Ferry Vessels – Supplied by the Service Provider For routes in which the Service Provider supplies vessels, enough vessels must be provided to meet the service schedules published by the MBTA (see www.mbta.com/schedules/ferry) per Section 2.1.3.

For routes where a backup vessel must be provided by the Service Provider (see Route-Specific Technical Specifications), at all times during the MBTA service hours, the Service Provider shall provide a backup vessel that meets the vessel requirements in this complete Section 2.2 and that can be available for service within the timeframes indicated in Section 2.12.4.5.

Minimum / Maximum Vessel Requirements for Scheduled Service For routes utilizing the Service Provider’s vessels, the vessel capacity must meet the minimums and/or maximums specified in the Route-Specific Technical Specifications. These capacity requirements have been developed to carry projected ridership demand per the operating schedule, but do not represent a guarantee of future passenger counts. Backup vessels must meet the same capacity requirements as the primary vessels used on the route.

The Authority reserves the right, but not the obligation, to inspect any and all vessels to ensure compliance with capacity requirements, and to reject any vessel not in compliance, at any time.

Vessel Performance Characteristics All Service Provider vessels proposed for service must be capable of completing the scheduled trips in the times specified in the Route-Specific Technical Specifications while complying with all State and local speed, wake and wash requirements. These times apply year-round, under all normal operating conditions, including summer season trips with increased recreational and excursion traffic.

The vessels shall be configured such that they are capable of loading and unloading passengers in five (5) minutes during peak periods to maintain schedule.

General Vessel Requirements All Service Provider-supplied vessels used in MBTA service must meet the following, as well as any requirements in the Route-Specific Technical Specifications:

· All onboard systems function as intended, with clean interiors and exteriors.

· Be able to accommodate all passengers inside of heated passenger areas.

· Be equipped with operable windows or functional air conditioning.

· Be equipped with one life preserver per passenger as required by the United States Coast Guard (USCG).

· Provide on board public access to cardiopulmonary resuscitation equipment and Automated External Defibrillator (AED), including the requirements of Section 2.9. All equipment must be properly maintained according to manufacturer standards. Current CPR guidelines must be followed as required by the United States Coast Guard.

· Comply with all applicable United States Coast Guard, and Department of Homeland Security requirements, including approval of a Vessel Security Plan per Section 2.13.6.

· Have average interior operating noise levels less than 75 dB (decibels) per the Statements attesting to decibel readings that are submitted for each vessel proposed for service in Service Provider’s Proposal.

The Authority supports but does not require the use of clean vehicle propulsion technologies.

Automatic Identification System (AIS) All vessels used in operation of MBTA ferry service shall be equipped with an operational, USCG approved Automatic Identification System (AIS) system.

Vessel Accessibility Requirements Vessels shall comply with the accessibility requirements of Section 2.9.

Vessel Dimensions Service Providers acknowledge and certify by submission of their proposal that:

· They are familiar with the physical conditions and navigational constraints at the existing Docking Facilities for the services on which they are proposing.

· The proposed vessels, their dimensions and maneuvering capabilities allow for safe and efficient operation on the entire route, and at the applicable Docking Facilities and designated berths, at all tide conditions.

· Egress/access areas on both sides of the vessel are in compliance with accessibility requirements (see Section 2.9).

· The Service Provider-supplied vessels meet all additional requirements listed in the Route-Specific Technical Specifications.

The MBTA has the right to inspect any vessels for compliance with the minimum requirements. The MBTA may remove from service any vessel not in compliance.

Passenger Ferry Vessels – Supplied by the MBTA MBTA Vessels For routes in which the MBTA supplies vessels, information regarding those vessels and the Service Provider’s use and maintenance of those vessels is described in the following sections and the Route-Specific Technical Specifications.

During the Contract Term, the Authority-supplied passenger ferries will be subject to, at a minimum, two inspections:

· Delivery Inspection (see Section 2.22.2)

· Re-Delivery Inspection (see Section 2.23.4) The Authority reserves the right to temporarily use any Authority-supplied vessel if a need arises.

Additionally, the Authority at its sole discretion, may enter into a Bareboat Charter Agreement with the Service Provider to use an MBTA-supplied vessel for other purposes (when not providing MBTA service) at a compensation rate to be determined and mutually agreed upon. Terms and provisions shall be mutually agreed upon prior to MBTA acceptance.

Additional requirements that apply to all Authority-supplied vessels are provided in the following sections.

MBTA Spare Parts The MBTA has an inventory of spare parts, components and systems (“spare parts”) for its vessels, which may be used by the Service Provider to supplement its own inventory for maintenance of the Authority’s ferries, in accordance with Contract.

The MBTA’s stock of spare parts is intended to expedite the availability of long lead time items for unscheduled repairs and capital programs. This material may only be used for the maintenance of the Authority-supplied vessels, with prior MBTA approval, and in accordance with the Contract. Each spare part used by the Service Provider must be replaced by the Service Provider in-kind, within thirty (30) days after it is removed from the spare parts inventory, unless otherwise approved by the Authority (e.g., long lead time items) and must be of at least the same condition provided by the Authority (new, rebuilt, etc.).

Inventory and Tracking of MBTA-Supplied Spare Parts The MBTA-Supplied spare parts will be inventoried at the start and end of the Contract in accordance with the requirements for a Delivery Inspection in Section 2.22.2.

Within 30 days after the Delivery Inspection, the Service Provider shall enter the inventory into the Authority’s MMS, unless another method of tracking is approved by the Authority, and submit to the MBTA for review. The Spare Parts Inventory shall include, at a minimum, the following information:

· Part number

· Make

· Model

· Quantity

· Condition

· Age and/or usage (engine hours, etc.) as applicable

· Applicable Route and/or Vessel/Asset

· Minimum and maximum inventory levels Throughout the Contract Term, the Service Provider shall update the Spare Parts Inventory within 24 hours of a spare part being added, removed or otherwise modified. Service Provider shall keep a running list of all changes to inventory, including:

· Part number

· Type of change (add, remove or modify, etc.)

· Name of person who added, removed or modified the part

· Date of the inventory change

· Destination of parts removed (where installed/used).

The MBTA-Supplied spare parts will be inventoried again at the end of the Contract in accordance with the requirements for a Re-Delivery Inspection in Section 2.23.4. The Service Provider is required to return the same type, quality and quantity of each part as documented in the Delivery Inspection at the start of the Contract.

Additionally, the MBTA will be afforded the opportunity to inspect and inventory its stock of spare parts at any time.

Monthly Spare Parts Inventory Report of MBTA Spare Parts The Service Provider shall provide a Monthly Spare Parts Inventory to the Authority per the deadlines listed in Figure 6: Reporting Requirements. This shall include all required information as described in Section 2.3.2.1, including the list of items in stock as well as the list of changes to the inventory.

Addition of Spare Parts Within 30 days from Contract execution, and whenever requested by the MBTA or recommended by the Service Provider, the Service Provider shall provide a list of recommended spare parts to add to the MBTA’s inventory.

The MBTA will review the list and indicate the items it approves. The Service Provider shall procure the approved spare parts in compliance with the terms of Section 2.18: Force Account Work. The approved cost of the additional spare parts will be reimbursed by the MBTA per the Force Account Provisions within the Operating Agreement.

The MBTA has the right to inspect and verify the new parts upon delivery.

MBTA Tools and Equipment The MBTA may make special tools and equipment available for use by the Service Provider, at the Authority’s sole discretion. The Authority shall be under no obligation to replace such special tools and equipment in the case of failure and makes no guarantee of their condition or performance. The Service Provider is not obligated to use this equipment but shall be responsible for proper storage and maintenance of these items throughout the Contract Term.

Special tools and equipment are as listed in the Route-Specific Technical Specifications, and shall be subject to the following inspections:

· Delivery Inspection per Section 2.22.2

· Re-Delivery Inspection per Section 2.23.4 Manufacturer’s Warranties The MBTA will supply the Service Provider with all necessary warranty information after Contract Execution and whenever warranties arise during the Contract term.

The Service Provider shall fully comply with the terms and conditions of any manufacturer’s warranty on any vessel, component, system, and equipment (“warrantied item”). The Service Provider shall cooperate with the Authority regarding the fulfillment of any warranty obligations by the manufacturer. This includes notifying the Authority of any failures under warranty prior to repair and providing the Authority with any information or support services necessary for the administration of any such warranty. Since some manufacturer warranties include repair of failed components by the manufacturer, the Service Provider shall receive Authority approval prior to performing repair or replacement of any items under warranty. The cost of warranty repairs is included in the Fixed Cost per Trip. If the Authority declares a fleet failure on any warrantied item, the Authority may consider reimbursing the Service Provider for additional expenses arising from the fleet failure.

When the Service Provider installs materials on Authority-supplied vessels that are warranted by their manufacturer, Service Provider shall provide the warranty information to the Authority via entry into the MMS (see Section 2.5) in a manner acceptable to the Authority.

Vessel Monitoring and Other New Onboard Equipment From time to time, the Authority may decide to install additional equipment and/or systems on the vessels. For example, the MBTA intends to install a General Transit Feed-Real Time (GTFS-RT) and/or vessel systems/engine monitoring equipment on MBTA-owned vessels. The Service Provider shall support the Authority’s efforts to install such equipment in a manner determined and negotiated at the time of installation.

For any systems that the MBTA implements, the Service Provider shall be obligated to, at a minimum:

· Ensure operations personnel interact with an onboard software platform for tracking and assignment.

· Regularly verify that tracking components are working as expected.

· Escalate any issues to MBTA staff directly.

For any systems acquired by the Service Provider on behalf of the MBTA, the Service Provider shall ensure that the license and all data are in the name of the MBTA with ownership of the license and all associated data assigned to the MBTA.

Vessel Maintenance The Service Provider shall maintain all vessels used in the Contract Services in compliance with the requirements of the Route-Specific Technical Specifications and the following:

General Requirements For the duration of the Contract Term, the Service Provider shall maintain the vessels used under this Contract in first class operating condition, maintaining speed, safety and efficiency in accordance with applicable codes, laws and regulations – including the USCG, as well as the Service Provider’s Vessel Maintenance Plan (see Section 2.4.5) and all other requirements of these Technical Specifications.

The Service Provider will furnish all labor, personnel, material, replacement parts, components, tools, equipment, lubricants, consumables and supplies to provide and perform full and complete preventive maintenance, service, repairs, inspection and testing of the vessels, component systems, support systems, property and associated equipment. The deferral of maintenance, service, repairs, inspections and tests is prohibited.

The Service Provider must stock the necessary types and quantities of spare parts and consumables for timely completion of all preventive maintenance in accordance with OEM requirements, best practices, and the requirements of these Technical Specifications.

All workmanship associated with the maintenance, service, repairs, inspections and tests shall be consistently of the highest quality. Workmanship shall conform in all respects with the best marine industry practices to assure peak vessel performance and to protect the vessels and docks from premature deterioration. Service Providers shall use the highest quality parts, lubricants and other materials. Passenger amenities must be functional, including but not limited to HVAC, signage, communications, heads, and interior furnishings.

Passenger areas shall be kept clean and in a state of good repair during passenger service. The Service Provider shall service, inspect, maintain and clean equipment in order to satisfy the requirements of the Authority’s Ferry schedule.

Mechanical activities shall include but not be limited to US Coast Guard inspections, routine preventive maintenance, and repair of all of vessels under this Contract. Responsibilities shall also include employee safety, security, daily interaction and cooperation with other water transportation service providers and third parties as needed.

The Service Provider shall have sufficient staffing, including but not limited to a Port Engineer and engineering staff. The Service Provider shall ensure that the Port Engineer’s responsibilities will include overseeing and directing all planning activities as well as implementation of all mechanical activities.

The Service Provider shall comply with all Applicable Accessibility Requirements (See Section 2.9) and shall maintain all related signage and systems in a state of good repair.

Maintenance of Service Provider-Supplied Vessels Vessels shall enter service under this Contract in a state of good repair and in compliance with all applicable regulations and requirements of these Technical Specifications.

The Service Provider shall systematically maintain, service, repair, and test the vessels, component systems and equipment in compliance with US Coast Guard requirements and the requirements of these Technical Specifications.

Maintenance of Authority-Supplied Vessels The Service Provider shall systematically maintain, service, repair, and test the Authority’s vessels, component systems and equipment in strict accordance with the original vessel and equipment manufacturer’s specifications and instructions, US Coast Guard requirements and the requirements of these technical specifications. Mechanical activities shall also include warranty administration and capital planning for the MBTA’s vessels under this Contract.

Workmanship shall conform in all respects with OEM requirements, and Service Providers shall use OEM parts, lubricants and other materials.

The Service Provider shall conduct an annual dry dock inspection of the vessels. During this inspection the Service Provider shall haul each vessel, clean the bottom of all marine growth, visually inspect and replace anodes as required and renew the bottom coating. During this time, USCG inspection and maintenance activities shall be completed.

The Authority shall have the right to stop, alter or in any way affect the progress of the Service Provider’s work on Authority-owned vessels if it is not being performed in strict accordance with the Contract requirements and obligations. The Authority reserves and, if necessary, shall exercise this right without incurring any additional costs or claims at any time throughout the Contract Term.

In addition to the other requirements of these Technical Specifications, the Service Provider shall maintain the Authority’s leased vessels (M/V Ava Pearl and M/V Valkyrie and any future leased vessels) in compliance with the requirements of the Authority’s lease agreements. If the Service Provider believes that the operational and maintenance requirements of the Agreement and the Lease are in conflict, the Service Provider shall immediately notify the Authority and request direction. Service Provider shall use its best efforts to operate and maintain the Vessel in compliance with the requirements of both the Agreement and the Lease until MBTA gives the Service Provider written direction for the Service Provider to vary from compliance with any particular requirement.

Preventive Maintenance Service Provider shall perform all preventive maintenance required by the Vessel Maintenance Plan (Section 2.4.6) within the prescribed intervals. Preventive maintenance shall be recorded in the Authority’s MMS within the timeframe required by Section 2.5.

Top end engine overhauls are considered preventive maintenance, not capital maintenance, and shall be included in the Fixed Cost Per Trip.

Unscheduled Repairs Unscheduled repairs shall be defined as the repair/replacement of any component and/or system that fails prior to the prescribed OEM maintenance cycle. The Service Provider shall make all unscheduled repairs to the vessels. Unscheduled repairs are included in the Fixed Cost per Trip, with the following exception:

· Where the following applies, the Authority will review an unscheduled failure of a major component to determine whether it will be paid for by the Service Provider, or by the Authority as Force Account Work (see Section 2.18):

· The value of the repair (labor and materials) is greater than $25,000.00 ($10,000 for MBTA-leased vessels), or

· The failed part or system is obsolete.

The Authority will not fund a repair as Force Account Work unless the Service Provider can demonstrate that:

· The system has been maintained in compliance with these Technical Specifications, which includes OEM requirements and recommendations; and

· Such maintenance was performed at the time at which it was due and documented in the Authority’s MMS within the timeframe required by Section 2.5.

· The Service Provider provides a failure analysis report when required by the Authority.

The Service Provider shall record all unscheduled repairs in the Authority’s Maintenance Management System as required in Section 2.5. In the event of an unscheduled repair requiring the vessel to be out of service for greater than eight (8) hours, the Service Provider shall provide the Authority with a description of the failure and the proposed repair plan.

Capital Maintenance Capital maintenance is defined as the major overhaul of complete engines, waterjets and generators, or the replacement or overhaul of other major components that have achieved their useful service life. The Authority is responsible for funding capital maintenance but may assign it to the Service Provider as Force Account Work (see Section 2.18).

The Service Provider shall perform the removal, overhaul and reinstallation of jet drives, complete engines, and generators used by the MBTA’s vessels per OEM requirements as necessary or as directed by the MBTA, as Force Account Work (see Section 2.18). Cost, scope and schedule for this work will be as submitted in the Service Provider’s Proposal.

Cleaning of Vessels Cleaning of the Vessels shall be included in the Vessel Maintenance Plan required by Section 2.4.6 and shall include, at a minimum, the daily cleaning and periodic deep clean tasks listed below.

Daily Cleaning Cleaning shall be performed at least twice daily on each in-service ferry prior to start of service and at midday, and shall include but not be limited to the following, :

· Remove all trash, including emptying trash containers.

· Sweep bathrooms.

· Resupply all bathrooms as required.

· Mop restroom flooring, clean sinks and toilets as required.

· Clean up and mop/rinse any spills or fluids in the ferry on non-carpeted surfaces.

· Vacuum all carpeted areas.

· Wash/rinse all exterior windows with freshwater.

· Mop concession bar area, clean all counters, sinks and wells

· Pump out all wastewater holding tanks as required to ensure that the restrooms remain in service during all revenue service trips.

· Dispose of all waste and biohazard material in compliance with applicable Federal, State, and local regulations at the Service Provider expense.

Periodic Deep Clean A deep clean shall be performed not less than once per year for each vessel, but as often as necessary to ensure that the vessels remain safe, clean and with a professional appearance. Deep cleaning shall include, but not be limited to the following:

· Shampoo carpets

· Clean HVAC ducting

· Clean wall panels and ceiling panels

· Clean all machinery spaces and voids

· Other tasks as required Fuel Type In compliance with the MBTA’s Environmental Management Policy, the Service Provider shall use ultra-low sulfur diesel fuel as follows:

· For the Authority’s vessels the Service provider shall use ultra low sulfur diesel fuel that meets each diesel engine’s Original Equipment Manufacturer (OEM) requirements.

· For Service Provider’s vessels, where possible, the Service Provider’s vessels should use ultra-low sulfur diesel fuel. Where the Service Provider has committed to such vessels in its proposal, these vessels must be deployed in MBTA service whenever practicable. In all cases, the Service Provider shall use the lowest sulfur fuel compatible with the vessels for operation in MBTA service.

The Service Provider shall make the fuel specification available to the MBTA per the requirements of Figure 7: Contract Deliverables.

Vessel Maintenance Plan (VMP) Service Provider shall submit a comprehensive VMP to the Authority for approval per the requirements of Section 2.21 and Figure 7: Contract Deliverables. The VMP will include and provide more detail for all items included in the Maintenance Management Approach submitted in the Service Provider’s Proposal, and reflect the current status of each vessel’s condition at the start of the Contract. The Service Provider must, at a minimum, include the following in the VMP:

· All items required to comply with the USCG’s requirements for an “Inspection, Testing and Maintenance Plan”

· All tasks, policies, and procedures, including staffing, to be put in place by the Service Provider to comply with the maintenance standards required by these Technical Specifications, applicable regulatory agencies, and where applicable, the MBTA’s lease agreements.

· All servicing tasks.

· All inspection tasks.

· Drydock inspections as required by the USCG and these Technical Specifications

· All maintenance tasks, including USCG requirements

· for MBTA-supplied vessels, this must include all OEM recommended maintenance

· All cleaning tasks, including re-stocking vessel supplies.

· Wastewater dumping schedule.

· A clear definition of maintenance cycles

· Defect and repair policies and procedures.

· Seasonal preparation per Section 2.8.5

· Storm preparation per Section 2.12.5

· Proposed workflow to complete all required tasks.

· Method for ensuring that all maintenance information is properly entered into the Maintenance Management System (see Section 2.5).

· MBTA-Supplied Vessels: Recommended Capital Improvements (see Section 2.8.6)

· All other relevant items listed in Section 2.8.1 Maintenance Management System – Helm Connect Maintenance The Service Provider will utilize the Authority’s Maintenance Management System (MMS) to record and document all maintenance, labor, and parts use on the vessels in Authority service and any other Authority-supplied assets that are maintained by the Service Provider. The Authority is currently using Helm Connect Maintenance (“Helm”) as its MMS.

MMS Software and Subscription Service Provider shall purchase and maintain a license and subscription to the MMS on behalf of the Authority, with the Authority designated as the owner and administrator of the subscription. The Service Provider shall be responsible for all costs associated with system maintenance, support, data back-up and licensing (including maintaining an MBTA user license with administrator rights) throughout the Contract term.

The Service Provider shall ensure that the MBTA has continuous user access to the MMS equal to the highest-level user of the MMS for the Service Provider (e.g., data input, data download, report generation, etc.). The Authority shall have the right to assign user accounts to employees of the Authority, Authority contractors, and any other appropriate users at the Authority’s sole discretion. Service Provider shall not make any alterations to the setup, functionality or other configuration of the system without written MBTA approval prior to such change. All data entered into the MMS and all data generated by the MMS that pertains to the Authority’s vessels and assets shall be the property of the Authority.

All changes to MMS administration, program upgrades, and required use will be utilized by the Service Provider in accordance with all current and future MBTA practices and procedures. The Service Provider must install all software upgrades issued by the software provider and is responsible for all associated cost of such upgrades. Service Provider must notify the Authority of any changes of the software provider (e.g., merger or acquisition of the MMS software provider, or discontinuation of the software) and submit an MMS Transition Plan for MBTA review, comment and approval. The MMS Transition Plan shall describe how all MBTA data, historical information, manuals and other files will be moved to the new software without loss of data or functionality. There shall be no change to the Authority’s level of access or data detail.

MMS Data Service Provider must schedule all preventive maintenance tasks in the MMS such that the Service Provider is notified of the tasks with sufficient time to ensure their completion prior to the due date. All tasks must be recorded in the MMS within 24 hours of completion to provide accurate records indicating whether tasks were completed on time.

All maintenance data reported in the MMS must be sortable by:

· Task/scope

· Due date

· Completion date

· Part number(s) and quantity

· Employee performing work

· Labor hours

· Location where work was performed

· Repeat failures as defined by:

· Part number

· Task

· Equipment ID

· Supervisor Service Provider shall not allow free form text to be accepted to close a work order.

The Service Provider shall maintain the system such that each record has sufficient detail to document the nature of any equipment or component failure and the corrective action taken and to allow repeat failure analysis (if applicable).

Not less than 30 days before Start of Service, Service Provider shall update the MMS with all vessel information, maintenance requirements, maintenance intervals, spare part requirements, manuals, schematics and other information for the assets operated and/or maintained by the Service Provider for the Authority’s ferry service, including those supplied by the Service Provider.

MMS Maintenance Reports Service Provider shall submit a Weekly Maintenance Report and a Monthly Maintenance Report to the Authority, and other MMS reports on a case-by-case basis as requested by the Authority (see Figure 6: Reporting Requirements).

For both the Weekly Maintenance Report and the Monthly Maintenance Report, the Service Provider will submit the following data to the MBTA in an MBTA-approved format:

· Completed critical systems maintenance tasks from the prior week/month

· Overdue critical systems maintenance tasks at the time of the report

· Summary of open maintenance, tasks and forms and the percent completed on time

· Summary of open items by future due date and overdue items

· Historical tracking of resolved, created and open items

· Open tasks by applicable vessel and due date

· Detail of open tasks and list of those recently opened and resolved

· Open maintenance activities by applicable vessel and due date

· Open forms by applicable vessel and due date Docks and Facilities Docking Facilities Unless otherwise stated in the Route-Specific Technical Specifications, the Authority shall provide all Docking Facilities to the Service Provider for operation of Ferry Services. In addition to the requirements of this Technical Specification and all applicable Route-Specific Technical Specifications, the Service Provider shall assume all obligations, and duties of the Authority’s docking agreements related to use and maintenance of those docks, as assigned by Figure 2: Dock Maintenance Responsibilities. The applicable docking agreements are provided as attachments to the Route-Specific Technical Specifications.

In the provision of the Ferry Services, the Service Provider shall comply with the Authority’s dockage and dock lease agreements.

See Route-Specific Technical Specifications for docks assigned to each route.

Docking and Layover Assignments Assignment of docking and layover space at any terminal is authorized in the Route-Specific Technical Specifications. The right to use, and assignment of docking and layover space at any terminal is made at the sole discretion of the Authority. The Authority reserves the right to change docking and layover assignments at any time within the limits of the MBTA’s then current Service area. The MBTA will provide reasonable notice of changes to docking and layover assignments whenever possible.

Service Providers are authorized to use Docking Facilities only as authorized in the Route-Specific Technical Specifications, unless otherwise authorized by the MBTA.

The MBTA may charge Service Providers for the use of docking space at any MBTA-supplied facility where that use is not authorized in the Route-Specific Technical Specifications.

Maintenance Facility With the exception of Route F2H, for which the Authority makes available a layover facility (see Appendix 2: F2H Route-Specific Technical Specification), the Service Provider must provide, operate and maintain its own maintenance facility, which must be within 30 miles of the Service area. The maintenance facility must be fully equipped to carry out all maintenance activities required in these Technical Specifications, including proper sewage and hazardous material disposal, and compliant with all applicable federal, state and local regulations.

Any proposed changes in use or location of maintenance facility during the Contract Term must be approved by the MBTA prior to such change.

Other Facilities See Route-Specific Technical Specifications Docks and Facilities Maintenance Service Provider shall maintain all docks, facilities, support systems, property and associated equipment in a safe and reliable condition at all times per the following requirements:

Responsibilities at Shared Facilities The Service Provider will work in harmony with any other Authority Service Provider, and other users of the facilities, including other agencies and their contractors per the requirements of Section 2.12.3.3 (Work In Harmony).

For the division of maintenance responsibilities at docks served by the MBTA Ferry Service see Figure 2: Dock Maintenance Responsibilities as well as any requirements of the Route-Specific Technical Specifications.

Maintenance of Docking Facilities The Service Provider is responsible for maintaining Docking Facilities utilized by the Service Provider in accordance with the requirements below, as assigned by Figure 2: Dock Maintenance Responsibilities, the associated terms of the applicable docking agreements, and any additional requirements of the applicable Route-Specific Technical Specifications.

If the Service Provider becomes aware of a discrepancy between the requirements of the Technical Specifications and the applicable docking agreements, the Service Provider shall immediately notify the Authority request direction. Service Provider shall use its best efforts to maintain the docking facilities in compliance with the requirements of both the Technical Specifications and the docking agreements until such time as it has received written direction from the MBTA stating that the Service Provider may vary from compliance with any particular requirement.

The maintenance tasks shown in Figure 2 are defined as follows:

Inspect Docks Service Provider shall inspect visible surface of docks daily during the Operating Season (see Section 2.1.2) to ensure a safe and clean environment for passengers, vessels and all others who may utilize the dock. If the Service Provider observes a condition that requires immediate action, Service Provider will take appropriate corrective/preventive actions that may include some or all of the following: correction of the condition, interim mitigation, customer communication, and notification of the Authority and responsible parties.

All Ferry Routes

Figure 2: Dock Maintenance Responsibilities Maintenance Task (where applicable)

Details Spec. Section
Rowes Wharf
Hingham
Hull
Logan Airport
Long Wharf North
MBTA Layover Facility (Quincy)
Lewis Mall
Long Wharf South
Charlestown Navy Yard
Blossom Street, Lynn
Winthrop Landing
Marina Bay / Squantum Point Park Landing
Seaport /

Fan Pier

Aquarium / Central Wharf South
Charlestown Marina
Routes Using Each Dock:
F1
F1, F2H
F2H
F2H, F6
F2H, F3, F5
F2H
F3
F4
F4
F5
F6
F6
F6
F6
F5, F6
Inspect
2.7.2.1
F1
F1, F2H
F2H
F2H, F6
F2H, F3, F5
F2H
F3
F4
F4
F5
F6
F6
F6
F6
F5, F6
Monthly Condition Report
2.7.2.2
F1
F1, F2H
F2H
F2H, F6
F2H, F3, F5
F2H
F3
F4
F4
F5
F6
F6
F6
F6
F5, F6
Signage Updates
2.7.2.2
F1
F1, F2H
F2H
F2H, F6
F2H, F3, F5
F3
F4
F4
F5
F6
F6
F6
F6
Minor Safety-Related Maintenance
2.7.2.4
F1
F2H
F2H
F2H
F2H
F2H
F3
F4
F4
F5
F6
F6
F6
F6
Trash Removal
2.7.2.5
F1
F2H
F2H
F2H
F3
F4
F4
F5
F6
F6
F6
F6
Snow and Ice Removal
2.7.2.6
F1
F2H
F2H
F2H
F3
F4
F4
F5
F6
F6

F6

Power Washing
2.7.2.7
F1
F2H
F2H
F2H
F3
F4
F4
F5
F6
F6

F6

Maintain Non-skid Surfaces
2.7.2.8
F1
F2H
F2H
F2H
F3
F4
F4
F5
F6
F6

F6

Passenger Amenity Maintenance
2.7.2.9

F2H

F…

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