B0003_HH_Powerplant_Excitation_System_Replacement_1.pdf
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- Hungry Horse Excitation System Replacement Federal contract opportunity
- Solicitation number
- 140R1025B0003
About this file
This document is a Sources Sought announcement from the U.S. Bureau of Reclamation for the Hungry Horse Excitation System Replacement project. The agency is conducting market research for a construction contract to design, furnish, install, test, and commission replacement of existing excitation systems with fully static digital excitation systems for Generator Units 1-4 at the Hungry Horse Powerplant in Montana. The estimated magnitude of the project is between $5-10 million. Responses are requested from small businesses, including 8(a), woman-owned, service-disabled veteran-owned, HUBZone, and Indian small business economic enterprises, with relevant experience in designing, manufacturing, installing, and testing excitation systems. Respondents should provide company information, capabilities, past performance, lead times, and country of manufacture. Responses are due by COB December 16, 2024. A solicitation announcement will be published on SAM.gov if the agency decides to proceed with the project.
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U.S. Department of the Interior SPECIFICATIONS Bureau of Reclamation Technical Service Center Denver, Colorado May 2024
Hungry Horse Excitation System Replacement Hungry Horse Powerplant Hungry Horse Project, Montana
Solicitation No. 140R1025B0003
This solicitation issued by Contracting Officer
Pacific Northwest Region Bureau of Reclamation
1150 North Curtis Road, Suite 100 Boise ID 83706-1234
Forward - 1
HUNGRY HORSE EXCITATION SYSTEM REPLACEMENT
HUNGRY HORSE POWERPLANT
HUNGRY HORSE PROJECT, MONTANA
FOREWORD
Work is located at Hungry Horse Dam approximately 4 miles south of Hungry Horse, Montana, in Flathead County. Work is for replacing excitation system equipment at Hungry Horse Powerplant.
SEE SECTION L FOR SITE VISIT INFORMATION. ATTENDEES WILL PROVIDE
THEIR OWN PERSONAL PROTECTION EQUIPMENT (PPE) TO INCLUDE: SAFETY
GLASSES, SAFETY BOOTS, HARD HATS, AND SAFETY VESTS.
FOR DATE AND PLACE OF BID OPENING, SEE “SOLICITATION, OFFER, AND
AWARD” STANDARD FORM 1442.
FOR INFORMATION REGARDING BUREAU OF RECLAMATION'S PUBLICATION
"RECLAMATION SAFETY AND HEALTH STANDARDS" (LATEST EDITION AS
REVISED, WITH REVISIONS AT ( https://www.usbr.gov/safety/rshs/index.html ).
WHICH IS APPLICABLE TO WORK UNDER THIS CONTRACT, SEE CLAUSE AT
"WBR 1452.223-81 SAFETY AND HEALTH."
This page intentionally left blank.
Hungry Horse Powerplant Excitation System Replacement Hungry Horse Project, Montana Solicitation N0. 140R1025B0003
Price Schedule B - 1
SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS
HUNGRY HORSE EXCITATION SYSTEM REPLACEMENT
HUNGRY HORSE POWERPLANT
HUNGRY HORSE PROJECT, MONTANA
B.1 PRICE SCHEDULE
(a) Bids will be considered for award on the following Price Schedule, but no bids will be considered for award on only a part of the Price Schedule.
(b) Bids are subject to the terms and conditions of this solicitation.
(c) Quantities in the Price Schedule are estimated quantities for comparison of bids only.
Except as provided in the contract clause at FAR 52.211-18, Variation in Estimated Quantity
(d) See the contract clause at WBR 1452.232-81, Payment for Mobilization and Preparatory Work, for CLIN 1.
(e) Definitions:
(1) CLIN – Contract Line Item Number
PRICE SCHEDULE
CLIN Section Supplies or Services Quantity and Unit Unit Price
Amount
1 WBR
1452.232
-81
Mobilization and Preparatory Work
For the lump sum of $
2 01 31 30 Contract Document Management System
For the lump sum of $
3 48 13 85 Unit G1 Removing, Disposing, and Modifying Existing Excitation System. Supplying, Installing, and Testing New Excitation System
For the lump sum of $
4 48 13 85 Unit G2 Removing, Disposing, and Modifying Existing Excitation System. Supplying, Installing, and Testing New Excitation System
For the lump sum of $
Hungry Horse Project, Montana Solicitation N0. 140R1025B0003
Price Schedule B - 2
CLIN Section Supplies or Services Quantity and Unit
Unit Price
Amount
5 48 13 85 Unit G3 Removing, Disposing, and Modifying Existing Excitation System. Supplying, Installing, and Testing New Excitation System
For the lump sum of $
6 48 13 85 Unit G4 Removing, Disposing, and Modifying Existing Excitation System. Supplying, Installing, and Testing New Excitation System
For the lump sum of $
TOTAL FOR PRICE SCHEDULE $_________________
END OF PRICE SCHEDULE
TECHNICAL SERVICE CENTER
WRITTEN SPECIFICATIONS SIGNATURE SHEET
Specifications Title:
Project Title:
Region:
Prepared: P.E.
Technical Approval: P.E.
Certified: P.E.
Hungry Horse Powerplant
CPN
GERALD HORTON
Digitally signed by GERALD
HORTON
Date: 2024.05.02 14:19:19 -06'00'
TODD GRIESS Digitally signed by TODD GRIESS Date: 2024.05.02 14:52:23 -06'00'
ROBERT CARLSON
Digitally signed by ROBERT
CARLSON
Date: 2024.05.10 15:17:16 -06'00'
DIVISION 01 - GENERAL REQUIREMENTS
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Summary of Work 01 11 00 - 1
SECTION 01 11 00
SUMMARY OF WORK
PART 1 GENERAL
1.01 LOCATION
A. Work is located at Hungry Horse Powerplant approximately 4 miles south of Hungry Horse, Montana, in Flathead County.
1.02 PRINCIPAL COMPONENTS OF WORK
A. Design, furnish, install, test and commission replacement of existing excitation systems with fully static digital excitation systems for Generator Units 1, 2, 3, and 4 in the powerplant. Work includes:
1. Remove and dispose of the following equipment:
a. Existing excitation systems, field breakers, power potential transformers (PPTs), metal enclosed bus, and associated equipment.
b. Existing interface cables and conductors.
c. Control and annunciation cables associated with existing excitation systems.
2. Furnish and Install:
a. Fully static digital excitation systems.
b. 15kV metal-enclosed buses from generator main buses to excitation PPTs and PT cubicles.
c. 635V AC metal-enclosed bus.
d. 800V DC metal-enclosed bus.
e. Provide PPTs, excitation supply low voltage power circuit breakers, instrument transformers, instrumentation cable and conductors, DC connection to machine field and other associated equipment.
B. Modify generator terminal tap location and unit protection cabinets.
C. Electrically isolate existing rotating DC exciters, which are to remain in place and remove the DC machine stator poles.
D. Provide control and power cable, wire, and associated conduits or cable trays for power, control, protection and alarm circuits. Terminate all cabling required for turn-key installation.
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Summary of Work 01 11 00 - 2
E. Furnish parts required for operational continuity as required in applicable sections.
F. Furnish drawings and data in Government format.
1. Includes revision to Government drawings external to excitation system to address requirements of turn-key installation.
G. Furnish and install conduit for power circuits where existing conduit cannot be used.
H. Use the same manufacturer and model for each component with the same function and capacity for all four units.
I. Factory and field testing of new excitation systems, PPTs and associated equipment.
J. Train Government personnel in operation and maintenance of new excitation.
1.03 SPECIFICATIONS REQUIREMENTS
Requirements in Division 1, General Requirements, apply to Divisions 2 through 52.
A. Imperative statements in these specifications are Contractor requirements, unless otherwise stated.
B. Where specifications are written in streamlined form, the words “shall be” are included by inference where a colon (:) is used within the sentence or phrase.
1.04 DEFINITIONS
A. When the specifications use a word or term defined in the Federal Acquisition Regulations (FAR), the definition of the word or term shall be in accordance with FAR sections in effect at the time the solicitation was issued.
1.05 ACRONYMS
A. The following acronyms apply to specifications Divisions 1 through 52:
1. CO: Contracting Officer
2. COR: Contracting Officer’s Representative
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
Not Used
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Summary of Work 01 11 00 - 3
END OF SECTION
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Summary of Work 01 11 00 - 4
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Use of Site 01 14 10 - 1
SECTION 01 14 10
USE OF SITE
PART 1 GENERAL
1.01 MEASUREMENT AND PAYMENT
A. Cost:
1. Include in prices offered in the Price Schedule for other items of work.
1.02 REFERENCE STANDARDS
A. Bureau of Reclamation (Reclamation)
1. USBR Cleaning Manual Inspection and Cleaning Manual for Equipment and
Vehicles to Prevent the Spread of Invasive Species (Technical memorandum No. 86-68220-07-05) 2012 Edition Available online at:
http://www.usbr.gov/mussels/prevention
1.03 SUBMITTALS
A. Submit the following in accordance with Section 01 33 00 - Submittals.
B. RSN 01 14 10-1, Land Use and Landscape Rehabilitation Plan:
1. For each Contractor use site on Government land.
a. Show use location and extent of impact. Uses include but are not limited to the following:
1) Buildings and service areas including offices, shops, warehouses, storage areas, fuel and oil storage areas, and fabrication yards.
2) Parking areas, temporary roads, and haul routes.
3) Utilities including air, power, and water lines; fire hydrants; and compressor station.
4) First-aid and medical facilities.
5) Areas for processing, storing, and disposing of waste materials from construction operations.
6) Temporary fences.
b. Describe methods to preserve, protect, and repair if damaged, vegetation (such as trees, shrubs, and grass) and other landscape features on or adjacent to the jobsite, which are not to be removed and which do not http://www.usbr.gov/mussels/prevention
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Use of Site 01 14 10 - 2 interfere with the work required under this contract. Include methods to mark work area limits, protect disturbed areas, and prevent erosion.
c. Describe methods to protect, and repair if damaged, existing improvements and utilities at or near the jobsite.
d. Describe methods for removing temporary structures and facilities, cleanup, and rehabilitating site after completion of construction activities.
2. Submit revised drawings of changes in use of Government land made during design and erection stages or after use of Government land is in operation.
1.04 PROJECT CONDITIONS
A. Government land as listed below and shown on drawings may be used for required construction facilities.
1. Staging Areas:
a. Outside the plant: Between switchyard and K12 security gate.
Figure 1 – Staging Area
b. Inside the plant: At the main entrance to the plant, El. 3113.50 feet. As shown on drawing 447-D-60002
B. When private land is used for construction facilities, or other construction purposes, make necessary arrangements associated with use of private land.
C. Location, construction, operation, maintenance, and removal of construction facilities on Government land will be subject to approval of the COR.
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Use of Site 01 14 10 - 3
D. Do not interfere with work of other contractors or the Government in vicinity, or with reservations made by the Government for use of such land.
E. Housing for construction personnel will not be permitted on Government land, except housing for guards or watchmen as may be approved by the COR.
F. Ship and store onsite only two unit at a time.
1.05 ACCESS TO GOVERNMENT FACILITIES
A. Access to powerplant will be controlled.
B. Access to control room only with government escort.
C. Keys will not be issued to Contractor.
1. Coordinate entry to facility with COR.
D. The contractor's working hours shall be 6:30 am to 5:00 pm Monday through Friday not to exceed 45 hours, excluding federal holidays. COR must approve any working hours outside this time frame.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
3.01 RESTORATION
A. Restore Contractor use areas to pre-construction condition.
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Use of Site 01 14 10 - 4
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Interruption of Service 01 14 30 - 1
SECTION 01 14 30
INTERRUPTION OF SERVICE
PART 1 GENERAL
1.01 MEASUREMENT AND PAYMENT
A. Cost:
1. Include cost in prices offered in the Price Schedule for items of work for which interruption of services are required.
1.02 SUBMITTALS
A. Submit the following in accordance with Section 01 33 00 - Submittals.
B. RSN 01 14 30-1, Interruption of Service Request:
1. Area where work will be done (by number or other description).
a. Identify circuits or equipment that will be taken out of service.
2. Outline procedures for accomplishing work including:
a. Specific safety precautions to be taken.
b. Type and location of barricades.
c. Warning signs.
d. Protective grounds and devices to be used.
3. Clearance request shall be in accordance with facility HECP Fist 11
4. Commencement time of work.
5. Duration of work.
6. Number of personnel and their classification.
7. Description of equipment to be used.
8. Information indicating that required materials are on site or data indicating shipping dates of materials not on site.
1.03 PROJECT CONDITIONS
A. Coordinate and schedule interruption of services with COR:
1. Coordinate work with Government operations.
2. No specific interruption of service request will be considered unless:
a. COR has reasonable assurance that materials and equipment required for work will be onsite.
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Interruption of Service 01 14 30 - 2
b. Contractor will be prepared to perform work on date and during period of time requested for specific interruption of service.
3. Allowable time and available interruption of service periods will govern interruption of service requests, work scheduling, onsite delivery of materials, and required drawings and data submittals.
4. Interruption of service window available to Contractor: Government will unwater penstocks to accommodate Contractor-requested and approved interruption of service only during the following intervals. The following intervals are tentative dates. The Contractor shall confirm the tentative dates for each interruption of service window with the COR.
a. G3 and G4: July 01, 2026 through January 10, 2027.
b. G1 and G2: July 01, 2027 through January 10, 2028.
5. Interruption of service scheduling will depend upon power demand requirements and related operating conditions.
a. Interruption of services may be scheduled during off-peak periods, nights, or weekends. With COR approval.
b. Government reserves right to schedule interruption of services for any period during 24-hour day, any day of week.
6. Requests shall be submitted:
a. At least 60 days prior to the month in which the outage is scheduled to start for transmission lines.
b. At least 45 days prior to the outage Week (Monday to Sunday) in which the outage is scheduled to start for one or more generators.
c. At least 7 days prior to the outage Week (Monday to Sunday) in which the outage is scheduled to start for a panelboard or single piece of equipment.
B. When work cannot be performed during an approved interruption of service period, notify COR that interruption of service is not required.
C. Show construction interruption of services greater than 4 hours in the construction schedule.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Interruption of Service 01 14 30 - 3
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Interruption of Service 01 14 30 - 4
Payment Procedures 01 29 00 - 1
Hungry Horse Powerplant Excitation System Replacement Hungry Horse Project, Montana Solicitation No. 140R1025B0003
PART 1 GENERAL
1.01 SUBMITTALS
SECTION 01 29 00
PAYMENT PROCEDURES
A. Submit in accordance with Section 01 33 00 - Submittals:
1. RSN 01 29 00-1, Schedule of Values.
1.02 SCHEDULE OF VALUES
A. Prepare a separate Schedule of Values for each CLIN under the Contract.
B. Upon request of COR, provide documentation to support the accuracy of the Schedule of values.
C. Lump Sum Work:
1. Reflect specified allowances and alternates, as applicable.
2. List bonds and insurance premiums, mobilization, demobilization, preliminary and detailed progress schedule preparation, equipment testing, facility startup, and contract closeout separately.
D. An unbalanced or front-end loaded schedule will not be acceptable.
E. Summation of the complete Schedule of Values representing all the Work shall equal the Contract Price.
1.03 PAYMENT
A. Payment for all Lump Sum Work shown or specified in Contract Documents is included in the Contract Price. Payment will be based on a percentage complete basis for each line item of the accepted Schedule of Values.
B. Payment for Lump Sum Work covers all Work specified or shown within the limits or Specification sections as follows: All Work shown on Drawings and in Specification sections.
1.04 NONPAYMENT FOR REJECTED OR UNUSED PRODUCTS
A. Payment will not be made for following:
1. Loading, hauling, and disposing of rejected material.
2. Quantities of material wasted or disposed of in manner not called for under Contract Documents.
Payment Procedures 01 29 00 - 2
Hungry Horse Powerplant Excitation System Replacement Hungry Horse Project, Montana Solicitation No. 140R1025B0003
3. Rejected loads of material, including material rejected after it has been placed by reason of failure of Contractor to conform to provisions of Contract Documents.
4. Material not unloaded from transporting vehicle.
5. Defective Work not accepted by COR.
6. Material remaining on hand after completion of Work.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Project Management and Coordination 01 31 19 - 1
SECTION 01 31 19
PROJECT MANAGEMENT AND COORDINATION
PART 1 GENERAL
1.01 MEASUREMENT AND PAYMENT
A. Cost:
1. Include in prices offered in the Price Schedule for other items of work. If the
Contractor fails to attend a required meeting, an equitable adjustment will be made to the contract price.
1.02 REFERENCE STANDARDS
A. Bureau of Reclamation (Reclamation)
1. RSHS Reclamation Safety and Health Standards, including revisions posted at http://www.usbr.gov/safety/RSHS/rshs.html
1.03 SUBMITTALS
A. Submit the following in accordance with Section 01 33 00 – Submittals.
B. RSN 01 31 19-1, Pre-Design Meeting Notification:
1. Provide confirmation to COR regarding requested date and time of meeting and indicate who will be attending and affiliations.
a. Provide copies of preliminary layout drawings.
C. RSN 01 31 19-2, Design and Progress Review Meeting Notification:
1. Provide confirmation to COR regarding requested date and time of meeting and indicate who will be attending and affiliations.
1.04 PROJECT COORDINATION
A. The following meetings are considered significant, but do not relieve the Contractor from the responsibility of attending other meetings required by the specifications. The Preconstruction Conference described in clause 52.236-26 is a separate meeting requirement from the meeting listed in this section.
1. Contractor Safety Program Review: See RSHS Section 3 for requirements.
a. This meeting will take place in conjunction with the pre-design meeting.
2. Pre-Design Meeting:
a. Date: To be determined by CO.
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Project Management and Coordination 01 31 19 - 2
1) Excitation System.
b. Location: Bureau of Reclamation, Hungry Horse; unless otherwise directed by the CO.
c. Meeting length: Not to exceed 2 days.
d. Purpose: Review with Government personnel electrical drawings, data, and technical requirements of all work required under this contract.
e. Attendees: Responsible engineering representatives who have been fully informed of specifications with respect to technical requirements, equipment to be furnished, and coordination necessary to complete electrical design. Representatives shall include:
1) Project manager and project engineer from Contractor.
2) COR, project manager and project engineer from HHFO.
3) One from prime electrical subcontractor.
f. Within thirty (30) calendar days after conclusion of pre-design meeting, Government will furnish Contractor a letter regarding items discussed at conference with enclosed copies of all pertinent drawings and data marked with Government’s comments.
g. Provide following preliminary information at meeting:
1) Scope of work.
2) Proposed schedule.
3) Schedule of future Design and Progress Review Meetings. The
Contractor shall furnish a schedule of design and progress meeting to USBR for approval.
4) Shipping, delivery, storage, installation, and on-site assembly procedures. Include and provide:
a) Name and qualifications of manufacturer’s engineer if applicable to be onsite.
b) Considerations to address prevention of shipping damage.
5) Installation procedures in accordance with all applicable specification sections and drawings.
3. Design and Progress Review Meetings:
a. Location: Bureau of Reclamation, Hungry Horse Power Plant, unless otherwise directed by the CO.
b. Meeting length: Not to exceed 2 hours.
c. Attendees: Responsible engineering representative who have been fully informed of specifications with respect to technical requirements, Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Project Management and Coordination 01 31 19 - 3 equipment to be furnished, and coordination necessary to complete electrical design. Representatives shall include:
1) Project manager and project engineer from Contractor.
2) COR, project manager and project engineer from HHFO.
3) One from prime electrical subcontractor.
d. Purpose:
1) Meet weekly, or any interval at the COR’s discretion, with COR to review progress made to the end date of the progress payment period.
2) Review with Government personnel electrical drawings, data, and technical requirements of specifications.
3) Schedule, Progress, and Coordination:
a) Review safety, progress made, schedule, project issues, submittals, Request for Information (RFI), and resolution necessary to meet specifications requirements.
b) Review dates that activities were started and completed, remaining duration, and percent complete.
c) Review submittals register, submittals currently in review and approval, and meeting submittals due dates or delivery time frames.
4) Discuss design and schedule.
e. The contractor shall coordinate and conduct this meeting.
1) The contractor is responsible for meeting minutes and providing a copy within one business day to COR.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Project Management and Coordination 01 31 19 - 4
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Contract Document Management System 01 31 30 - 1
SECTION 01 31 30
CONTRACT DOCUMENT MANAGEMENT SYSTEM
PART 1 GENERAL
1.01 MEASUREMENT AND PAYMENT
A. Contract Document Management System:
1. Payment: Lump sum price offered in the Price Schedules.
1.02 DEFINITIONS
A. CDMS: Contract Document Management System.
1. Contract Documents include, but are not limited to:
a. Specifications.
b. Contract Drawings.
c. Submittals.
d. DIRs: Daily Inspection Reports
e. RFCs: Request for Change (Contractor generated document).
f. RFIs: Request for Information (Contractor generated document).
g. RFPs: Request for Proposal (Reclamation generated document).
h. CMs: Contract Modifications.
i. Contractor proposal cover page only, submit proprietary information directly to the CO.
j. Value Engineering Proposals.
k. Bureau of Reclamation (Reclamation) Inspection Reports.
l. Invoices and Progress Payments after they have been successfully approved in the Invoice Processing Platform (IPP).
m. Contract Schedules.
n. Meeting Agendas and Meeting Minutes.
o. Letters and Memos.
1.03 SUBMITTALS
A. Submit the following in accordance with Section 01 33 00 – Submittals.
B. RSN 01 31 30-1, Approval Data:
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Contract Document Management System 01 31 30 - 2
1. Documentation of system capabilities.
2. Instructions for system use.
C. RSN 01 31 30-2, Final Data:
1. DVD or CD of documents uploaded to CDMS.
1.04 QUALIFICATIONS
A. System provider: At least 5-years successful performance in providing required services.
1.05 CDMS REQUIREMENTS
A. CDMS shall be capable of generating, storing, tracking, categorizing, and managing Contract Documents.
B. Access:
1. Web-based:
a. Contract Documents are stored and accessed by authorized individuals via an internet site.
b. Compatible with web browsers Microsoft Edge, Apple Safari, Mozilla Firefox, and Google Chrome.
2. Ability to upload Contract Documents and make available for user download in supported file formats, minimum:
a. Portable Document Format (.pdf).
b. MS Word.
c. MS Excel.
d. MS Project.
e. Oracle Primavera P6 Project Manager.
f. Drawing (.dwg).
g. Contract Manager.
3. Allow Contract Documents to be prepared by Contractor or by Government.
a. Preparing organization will control access of documents. See Document
Security and Backup paragraph below.
4. Contractor and Government shall each have a project manager for CDMS:
a. Each project manager shall have capabilities to assign users within their organization and assign user rights that control access to documents based on user class and document type.
b. Each organization shall be capable of defining its access hierarchy.
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Contract Document Management System 01 31 30 - 3
c. Inclusion of users will be prerogative of organizational project manager.
d. Government shall be able to create and modify project properties (i.e., Contractor, project location, description, bid amount, project directory, etc.).
5. Email notifications shall be automatically sent to selectable users when new documents are submitted and available for viewing or alerts are generated.
Examples:
a. Updates to project information (e.g., entry of a new submittal);
b. Changes to project information (e.g., approval of a submittal);
c. Alerts (e.g., submittal under review for >15 days without action).
6. Ability to link files; examples:
a. RFP linked to a CM.
b. Submittal linked to a Specification or Drawing.
C. Reports:
1. CDMS shall generate reports that list and sort documents by status; examples:
a. Submittals that have been approved.
b. Invoices paid to date.
c. RFIs under review.
2. Generate alerts when documents requiring action approach or exceed allowable time.
3. Generate customizable summary reports; examples include:
a. Submittal Turn-around.
b. RFI Turn-Around.
c. CM Processing Turn-Around.
d. Total CM costs.
e. Total CM Request Exposure.
4. Printable, exportable as searchable .pdf or printer -friendly HTML, and exportable to Excel, XML, or CSV.
5. Ability to link from an item in a report directly to the item by clicking on it:
a. For example: in a submittal report, clicking on a submittal that is 15-days old takes you directly to information on that submittal.
6. Capable of producing a complete and logically organized set of documents within
CDMS in both .pdf and .xml format.
D. Document Security and Backup:
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Contract Document Management System 01 31 30 - 4
1. SSL encryption for secured data exchange between browser and server (Secure access to documents and information).
2. Allow document access security until authoring party chooses to share it with others:
a. Show parties that have access to a document.
b. Extent of document sharing shall be determined by authoring party.
c. Once documents are shared, track documents so that changes cannot occur without a record of changes.
3. Backup/Archiving to FTP site of documents to which an organization has access on a regular (minimum monthly) basis.
4. Documents shall be downloadable to FTP sites where Government and other organizations can each access their own data confidentially.
E. General Tracking and Control:
1. Documents shall be grouped into categories (Submittals, RFI, RFP, CM, Payments, Daily Inspection Reports, and Meeting Minutes).
2. CDMS shall track:
a. When documents were received or returned, as well as status of documents (e.g., Under Review; or Returned, Approved or Rejected, etc.).
b. Document changes, including who entered or changed document and date change was made.
c. When a reviewer has opened an item.
F. Submittal Tracking and Control:
1. Ability to create master list of submittals ("Schedule of Submittals".)
2. Customizable standard submittal form for entering information:
a. Required information includes:
1) Required submittal number (RSN), title, description, and specification section.
b. Upload submittal data in electronic format.
3. Track date received, date response due, date returned, and status:
a. Status designations may be modified to fit Government standard designations – Approved, approved subject to identified changes, or not approved.
4. Supply Submittal Tracking form for Government to enter review comments and action taken. Allow customizing of submittal tracking form:
Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Contract Document Management System 01 31 30 - 5
a. Allow for Government to route submittal to third parties (e.g., consultant, internal design or operations and maintenance groups, etc.) by generating design-review transmittals with each submittal package item, to track status of individual sub-items within submittal package, and to route each sub-item to the appropriate reviewers.
5. Ability to generate automatic notification after specified days without response.
G. RFI Tracking and Control:
1. Supply standard RFI form to enter information.
2. Ability to create or attach documents to the RFI form or links to other documents within CDMS.
3. Ability for Government to route RFI to appropriate reviewers and for reviewers to enter comments into standard response form.
H. Inspection Reports Tracking and Control:
1. Ability to attach Reclamation standard inspection and report forms into CDMS and ability to create customizable inspection forms in CDMS. Typical forms:
a. Daily Inspection Report (DIR).
b. Survey requests.
c. Plant inspection reports.
d. Testing reports.
2. Ability to link or attach photos to forms and link forms to other documents within
CDMS.
I. Contract Modifications:
1. Supply standard Contractor Proposal form with ability to attach documents and link to other documents within CDMS.
2. Supply ability to upload Government's standard CM form and RFP forms, or create an acceptable alternative, to enter information.
3. Ability to attach documents to these forms and link to other documents within
CDMS.
4. Ability for Contractor to respond to RFP and CM form with Cost and Time impacts.
5. Ability to track date CM issued and date responded, with automatic notification after specified days without response.
J. Cost Tracking and Payment Request Management:
1. Ability to import payment bid items cost from MS Excel spreadsheets.
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2. Ability to edit percent complete and payment amount each month. Format to be spreadsheet, e.g. items available for editing at once, rather than needing to edit one item at a time, save, open next item and edit that, etc.
K. Correspondence:
1. Ability to generate letters and memos:
a. Ability to attach documents to letters and memos, and to reference other documents within CDMS.
b. Ability to automatically assign sequential numbers to letters and memos.
2. Ability to generate responses to letters and memos:
a. System automatically generates memo suffixes; e.g., 1st response to Memo 32 to be 32.1, 2nd response to be 32.2, etc.
3. Official correspondence from Reclamation to Contractor shall contain Reclamation's official letterhead and corresponding logos.
4. Ability to generate meeting agendas and meeting minutes and to attach documents to the minutes:
a. CDMS shall automatically assign sequential meeting numbers.
L. Miscellaneous Tracking and Controls:
1. Ability to generate logs tracking RFIs, CORs, COs, Submittals, Payments, Memos, DIRs, survey requests, plant inspection reports, and testing reports.
2. Ability to filter logs based on criteria, e.g., for Submittals: Specification Section, Days Out, Status (approved, partially approved, approved subject to identified changes and resubmit, or not approved.); for RFI's: Days out, Status (Open/Closed), Specification Section/Dwg No., and Responsibility/Ball-In-Court.
3. Ability to sort logs based on a criterion, e.g., for Submittal, Specification Section, Days Out, Status, or other criteria determined by COR.
4. Ability to provide forms to match Reclamation's CM Form and Progress Payment Form or other forms when needed.
5. Ability to track Cost Exposure with links to RFI and CM requests.
6. Ability to measure productivity benchmarks on a project, such as computing average review days for RFIs and submittals, categorize CMs, and track total CM percentages by category.
7. Ability for keyword search of documents in database.
8. Ability to allow online Payment Requests (electronic invoicing) by Contractor.
M. Budget and Funding Source Tracking:
1. Ability to enter funding sources and assign contract line items to multiple funding sources.
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PART 2 PRODUCTS
A. Commercially available products having essential characteristics of Parts 1 and 3.
PART 3 EXECUTION
3.01 IMPLEMENTATION
A. CDMS shall be in place and operating before Contractor transmits any Contract Documents, to Government, except RSN 01 31 30-1, Approval Data:
1. CDMS operation includes COR, or other authorized Government representative, having program control to assign users and user rights to Government personnel to access appropriate areas of the system.
B. Contractor shall input entries to the Schedule of Submittals before making submittals.
Include:
1. RSNs listed in Table 01 33 00A – List of Submittals.
2. Scheduled submittal date.
C. Contractor shall provide a report of submittal status monthly or as requested by COR.
Submittal status report shall be in a table format and include:
1. Required Submittal Number (RSN).
2. Section Title.
3. Submittal Title.
4. Date Submitted.
5. Date of Response.
6. Approval Status (approved, partially approved, approved subject to identified changes and resubmit, or not approved.)
7. Days in Review.
8. Due Date.
D. CDMS shall be operational until final project closeout.
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Hungry Horse Project, Montana Solicitation No. 140R1025B0003
Construction Program 01 32 10 - 1
SECTION 01 32 10
CONSTRUCTION PROGRAM
PART 1 GENERAL
1.01 MEASUREMENT AND PAYMENT
A. Costs:
1. Developing Baseline Schedule: Include in lump sum price offered in the Price
Schedule for Mobilization and Preparatory Work.
2. Updating and Using Construction Program: Include as part of Contractor’s overhead.
1.02 DEFINITIONS
A. Schedule: The Critical Path Method (CPM) of planning and scheduling a construction project where activities are arranged based on activity relationships and network calculations determine when activities can be performed and the critical path of the project.
B. Project Calendar(s): Cross reference of numerical work days with calendar days. Project calendars serve as the basis for day/date conversion and assign work days and non-workdays.
C. Resources: Equipment, labor or crews, materials, subcontractors, fabricators, manufacturers, and consultants.
D. Out of Sequence Work: An activity that starts before its predecessor activities are completed.
1.03 REFERENCE STANDARDS
A. Associated General Contractors of America (AGC)
1. AGC Manual Construction Planning and Scheduling
Manual, 2004
1.04 SUBMITTALS
A. Submit the following in accordance with Section 01 33 00 - Submittals.
1. Furnish database files in format compatible with Oracle Primavera P6
Professional Project Management.
2. Upon request, provide information and data used to develop and maintain the
Construction Program to the CO.
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B. RSN 01 32 10-1, Representative Information:
1. Designation of authorized representative to develop and maintain Construction
Program. Include resume with training and experience.
C. RSN 01 32 10-2, Baseline Schedule:
1. Include:
a. Construction Program/Schedule database.
b. Definition of project calendars.
c. Primavera layout file (.plf).
d. Primavera file extension (.xer)
e. Gantt chart (Bar chart) for project on 11 by 17-inch print(s) and in portable document format (.pdf).
f. Activity report including logic constraints consisting of predecessors, successors, and constraint dates.
g. Tabular listings of resources and resource limitations used to produce baseline schedule. Correlate resources with schedule assumptions and offered price. Resource listings may be independent of schedule database.
h. Narrative explanation of project schedule development. Include impacts of resource limitations and weather conditions on project schedule development. Include planned number of work hours per day and hours per day for subcontractors.
D. RSN 01 32 10-3, Updated Schedule Reports:
1. This submittal is required for a proper invoice for progress payments in accordance with the clauses at FAR 52.232-27 - Prompt Payment for Construction Contracts. In accordance with subparagraph (a)(i)(A) of the clause at FAR 52.232-27 - Prompt Payment for Construction Contracts, Government disapproval of this submittal will be considered failure of the Contractor to comply with contract requirements and payment due date may be delayed until 14 days after submittal contents are approved.
2. Include:
a. Construction Program database with updated activity and milestone data.
b. Definition of project calendars if revised from baseline calendars.
c. Primavera layout file (.plf).
d. Primavera file extension (.xer)
e. Gantt chart for project on 11 by 17-inch print(s) and in portable document format (.pdf).
f. Narrative report specifically stating status of project.
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1) When negative float exists, cite specific actions and conditions which caused "behind schedule" condition and provide proposed course of action to complete the project within the specified delivery time. When float changed from previous month’s updated schedule, explain reason for change.
2) List of Contractor-initiated changes to current schedule stating reason for action taken and unresolved issues relating to the Construction Program. Government reserves the right to reject Contractor-initiated changes to current schedule which negatively impact Government action which was initiated on the basis of current schedule.
3) Discuss contract milestones and significant activities that were started, continued, or completed during the update period or scheduled during the next update period.
g. Submittal Register:
1) List submittals as listed in Table 01 33 00A.
2) Update Submittal Register monthly to include submittals and revised submittals. Register fields shall include RSN name and number, date submitted, date of response, status (e.g., approved, not approved, resubmittal required).
3) This register document is separate from scheduling database.
E. RSN 01 32 10-4, Time Impact Analysis:
1. Include:
a. Construction Program database with proposed revised activity and milestone data.
b. Proposed revised schedule due to change or delay. Highlight or list added, changed, or deleted activities.
c. Primavera layout file (.plf).
d. Primavera file extension (.xer)
e. Gantt chart for project on 11 by 17-inch print(s) and in portable document format (.pdf).
f. Narrative report explaining results and conclusions.
1.05 QUALIFICATIONS
A. Representative: Experienced in developing and maintaining construction schedules and knowledgeable of activities and progress on-site to develop and maintain accurate and reliable schedules. Experience shall include scheduling for at least two other projects of comparable complexity and Primavera P6 training offered by certified instructors.
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1.06 GENERAL
A. Develop, maintain, and use Construction Program to plan, monitor, evaluate, and report accomplishment of work.
1.07 SCHEDULES
A. Prepare construction schedules using Critical Path Method outlined in AGC Manual. Use a computer software program to perform mathematical analysis of scheduling data.
1. Prepare schedule based on required sequence and interdependence of activities.
Logically sequence activities.
2. Prepare detailed activity network for accomplishing required work organized by
Work Breakdown Structure (WBS). Utilize WBS in lieu of activity codes for organization of schedule. If activity codes are utilized in addition to WBS, use unique activity code names assigned as project codes rather than global codes.
3. Activities except “Award” shall have predecessor activities and activities except “Contract Complete” shall have successor activities.
4. Meet contract requirements; milestone(s) in accordance with the clause at FAR 52.211-10, Commencement, Prosecution, and Completion of Work; and relevant clauses and specification sections. Include interim milestone dates, Government interface dates, contract completion date, and other time or seasonal constraints specified in contract documents.
5. Include work of subcontractors, Government interfaces, and contract milestones.
6. Schedule activities to occur as early as possible without unwarranted constraints.
7. Adjust Construction Program/schedule for seasonal weather conditions. Provide a narrative explaining the expected weather and plan for incorporation in schedule.
Consider work influenced by high or low ambient temperatures or precipitation.
Utilize Primavera P6 calendars to depict historical weather days that impact work.
Assign weather calendars to work impacted by weather.
8. Reference activities to contract line item number (CLIN) and specification section identified in the Schedule using user-defined fields.
9. Define activities to level of detail resulting in their durations being no greater than 20 workdays.
a. Durations for administrative activities (e.g., submittals and reviews) fabrication, manufacturing, and typical level of effort activities (e.g., dewatering, storm water management) shall not be subject to workday duration limitation.
10. Include separate activities for submittal preparation and submittal reviews when submittal addresses work that involves significant quantities, long lead times, is on the critical path or near critical path, or as requested by the COR. Assign Government submittal review activities to a seven-day calendar with durations as
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Construction Program 01 32 10 - 5 specified in Section 01 33 00 - Submittals. Include Required Submittal Number (RSN) in activity description.
11. Include separate activities for fabrication or manufacturing when work involves significant quantities, long lead times, is on the critical path or near critical path, or as requested by the COR
12. Include contract title, contract number, and Contractor’s name on transmittal cover sheet and each sheet of Gantt chart.
13. For each activity on Gantt chart, display activity identification number, activity description, planned or original duration, start date, finish date, total float, and calendar identification. Do not display early start and late start fields.
14. Include table of abbreviations used in the schedule, listed and defined alphabetically.
15. Use finish to start logic relationships between activities. Do not utilize start to start, finish to finish, or start to finish logic relationships. Start to start logic may be utilized on start milestones and finish to finish logic may be utilized on finish milestones only. Do not use positive or negative lead or lag times.
16. Use durations in units of whole workdays.
17. Provide best estimate of time required to complete activity considering quantity of work, work conditions, location of work, and planned resources for activity.
18. Equate durations of Government reviews and other identified actions to maximum number of calendar days specified in their respective paragraphs.
19. Establish workday calendar(s) and use these in the schedule to translate activity's workday duration into calendar dates. Use unique calendar names; do not use software default calendar names. Save calendars as project calendars, not global calendars.
B. Baseline Schedule:
1. Represents Contractor’s as-planned approach to accomplishing the work. Do not include actual start dates, percent completes, or actual finish dates.
C. Updated Schedule:
1. Meet monthly with COR at Government’s project office, by remote meeting, or at a location approved by the COR, to review progress made to end date of progress payment period. Establish dates that activities were started and completed and remaining duration for each activity started but not completed during the period.
a. Discuss and mutually agree upon changes to the schedule.
b. Out-of-sequence activities are not allowed. Revise logic to reflect change in work plan.
c. Finalize updated Construction Program database with mutually agreed upon changes.
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2. Following receipt of executed contract modification, incorporate activity data stipulated in modification into current schedule for inclusion in next scheduled progress update. Provide appropriate logic relationships for revised activities.
3. Assign a unique project file name for each schedule update.
1.08 TIME IMPACT ANALYSIS
A. Provide time impact analysis for contract changes (e.g., change order, proposed modification, or value engineering change proposal) to support a claim or request for equitable adjustment to the contract due to delay or accelerated schedule.
B. The CO may use time impact analysis to determine if time extension or reduction to contract milestone dates is justified.
1. Time impact analysis is required for contract changes whether the Contractor’s current schedule milestone dates are the same as, earlier than, or later than, those required under the contract.
2. Changes, additions, or deletions to activities; activity durations; activity time frames; or activity predecessors and successors shall not automatically determine that extension or reduction of contract time is warranted or due the Contractor.
3. Time extensions for performance will be considered only to the extent that the Contractor’s current scheduled milestone dates exceed contract milestone dates.
C. Float is not for exclusive use by or benefit of either the Government or the Contractor.
D. Prepare a single time impact analysis for modifications issued after Notice to Proceed (NTP) and prior to approval update.
E. Perform time impact analyses using data in most recent approved schedule update prior to change or delay event.
1. Prepare proposed revised schedule and narrative description describing and highlighting changes or delays.
2. Prepare summary comparing results of two schedule analyses: One using current schedule data from last approved updated schedule prior to event requiring analysis, and one using proposed schedule data incorporating changes or delays.
a. Show contract milestones and activities whose periods of performance have shifted as result of change which affects production and manufacture schedules, material orders, construction seasons, and labor and equipment utilization.
b. For activities directly affected by change or delay, include the current and proposed items:
1) Activity description.
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2) Types and quantities of major pieces of equipment, principal manpower, and pacing materials (materials that affect activity start, duration, or finish).
3) Activity duration.
4) Narrative containing rationale used in developing the proposed logic relationships and activity data.
c. Data date for impacted schedule used in comparison shall be the same as approved updated schedule data date.
d. Base schedule comparisons on status of work and available float at time the CO directs or proposes change to the work, the Contractor submits a value engineering change proposal, or when a delay occurs as shown in approved updated schedule.
1.09 REVIEW AND EVALUATION
A. Baseline Schedule:
1. Within 21 calendar days after receipt of baseline schedule:
a. COR will approve or not approve proposed baseline schedule.
b. Upon request from the CO, meet with COR for a joint review of proposed baseline schedule.
c. If schedule is not approved, revise and resubmit within 7 calendar days following date of rejection letter.
2. Do not proceed with onsite work, except mobilization and surveying, until baseline schedule has been approved by the Government.
B. Updated schedules:
1. Submit updated Construction Program schedule monthly.
2. Submit updated schedule at least seven days prior to the submission of each invoice request for progress payment.
3. If updated schedule is not approved, revise and resubmit updated schedule within
7 calendar days following date of rejection letter.
4. The COR will schedule pre-submittal meeting with the Contractor’s representative each month to review draft updated schedule prior to the Contractor submitting RSN 01 32 10-3, Updated Schedule.
C. Failure to include elements of the work in schedules will not release Contractor from completing required work under the contract.
D. Performance will be evaluated by the Government using approved CPM schedules.
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1.10 FAILURE TO COMPLY
A. Failure to comply with requirements of this Section shall be grounds for determination by the CO that the Contractor is not prosecuting the work with sufficient diligence to ensure completion within specified time.
B. The CO may terminate the Contractor’s right to proceed with the work, or separable part of it, in accordance with default terms of this contract.
PART 2 PRODUCTS
Not Used
PART 3 EXECUTION
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Submittals 01 33 00 - 1
SECTION 01 33 00
SUBMITTALS
PART 1 GENERAL
1.01 MEASUREMENT AND PAYMENT
A. Cost:
1. Include in prices offered in the Price Schedule for other items of work.
1.02 REFERENCE STANDARDS
A. American Society of Mechanical Engineers (ASME)
1. ASME Y14.1-2020 Decimal Inch Drawing Sheet Size and
Format
B. Code of Federal Regulations (CFR)
1. 29 CFR 1910, Subpart I Personal Protective Equipment
C. National Institute of Building Sciences (NIBS)
1. NIBS NCS-2014 The National CAD Standards, Version 6
1.03 DEFINITIONS
A. Days: Calendar days.
B. Required Submittal Number (RSN): Identifies items to be submitted together as a complete submittal.
C. CDMS: Construction Document Management System.
D. Submittal Types, as listed in Table 01 33 00A – List of Submittals:
1. A – Approval:
a. Government will respond as to adequacy of submittal.
b. Approval Submittals: Considered “shop drawings” within the terms of the clause at FAR 52.236-21,…
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