Bridgewater Turbine SOW 9.2.26 (Draft 1.0).pdf

Introduction:

The MBTA is seeking an operations and maintenance (O&M) vendor to perform scheduled and unscheduled maintenance, maintain optimal system configuration, ensure availability, and monitor energy production for its wind turbine in Bridgewater, MA.

The Bridgewater Wind Turbine is a 750kW Aeronautica Turbine, based on a licensed Norwin design, that was constructed by the MBTA in 2018 and interconnected in 2020. The Bridgewater Wind Turbine is located along the Middleboro Line Commuter Rail Right of Way at 0 Titicut St, Bridgewater, MA.

Article I. Vendor Preparedness Section 1.01 Equipment

(a) The Vendor shall furnish their own equipment, including all equipment listed on the “List of Equipment and Tools” section of the maintenance manual for the turbine.

(i) Turbine specific equipment and tools

(ii) Special equipment and tools

(iii) Standard equipment and hand tools

(iv) Safety equipment

(b) The vendor must comply with MBTA Safety Equipment and Personal Protective Equipment standards when they are more stringent than those listed in the Turbine Maintenance Manual.

(i) Please refer to the MBTA’s Safety Resources webpage for ROW and PPE Requirements (https://www.mbta.com/engineering/safety-resources)

Section 1.02 Roadway Worker Protection Training

(a) All maintenance personnel that will access the turbine must individually complete Keolis’

(or the future Commuter Rail Operator’s) Roadway Worker Protection Training course and maintain an active Roadway Worker Protection Card.

(b) All Maintenance personnel shall stay current on Keolis’ (or the future Commuter Rail Operator’s) Roadway Worker Protection Training refresher courses to maintain their Roadway Worker Protection certifications.

(c) To access the wind turbine, all maintenance personnel must carry their valid and up to date Roadway Worker Protection Card. The MBTA reserves the right to refuse access to any individual without an active Roadway Worker Protection Card.

(d) Upon request from the MBTA, the Vendor shall have all maintenance personnel that will access the turbine obtain MBTA Right of Way (ROW) of way certification.

Article II. Monitoring

(a) The Vendor shall monitor the status of the Bridgewater wind turbine twenty-four (24) hours a day, seven (7) days a week, three hundred and sixty-five (365) days a year.

(b) Production information for the Bridgewater turbine can be found via the MiConnect application.

(i) The Vendor must have or obtain access to the MiConnect application.

(c) The turbine is equipped with remote monitoring through the MBTA’s network. The Vendor must supply the MBTA with IP address and any other information the MBTA requires to gain white-list access to the turbine monitoring platforms.

https://www.mbta.com/engineering/safety-resources

(d) The Vendor shall monitor the turbine for faults, alarms, status conditions, and abnormalities. The Vendor shall notify the MBTA of any abnormalities and perform corrective action within 48 hours from the start of the abnormality. Additionally, if any abnormalities require emergency response, the Vendor shall take immediate action. See Emergency Issues section, below.

(e) The Vendor shall coordinate with National Grid, Verizon, Keolis (or the future Commuter Rail Operator), and the MBTA to ensure the timely resolution of any communications or interconnection alarms.

(f) The Vendor shall monitor energy (kWh) production for the wind turbine.

(g) The Vendor shall monitor production to ensure the turbine operates properly and produces at expected performance levels (kW).

(h) The Vendor will produce quarterly production numbers to the MBTA’s Third Party Meter

Verifier for the purpose of Renewable Energy Certificate (RECs) creation. The Vendor is responsible for giving the Third-Party Meter Verifier access to production numbers, consoles, and historic data so the Meter Verifier can properly mint RECs.

(i) The Vendor shall ensure that the turbine console stays up to date and has software that enables remote access to the turbine. While the Vendor is not responsible for MBTA network connection the Vendor must work with MBTA IT and Telecom departments to ensure remote access to the turbine by both the Vendor and the MBTA.

Article III. Scheduled Maintenance Section 3.01 General Requirements for Scheduled Maintenance and Inspections

(a) Scheduling the Maintenance Visit

(i) The Vendor will coordinate with the MBTA and Keolis (or the future Commuter Rail Operator) managers and field staff to schedule maintenance visits. This will ensure the site is safe to access and that the MBTA and Keolis (or the future Commuter Rail Operator) are aware of the Vendor’s presence on site.

(b) Maintenance Reporting to the MBTA

(i) The Vendor shall complete all Scheduled Maintenance in accordance with the manufacturer's maintenance manual. This includes completing the maintenance checklist for each type of maintenance activity detailed below. These checklists and reports should be sent to the MBTA within 5 business days of the inspections. Additionally, the vendor shall include any information on the turbine operations, conditions, or potential issues observed.

(ii) The Vendor shall maintain and supply the MBTA, when requested, with a record of all historic maintenance conducted on the turbine.

(iii) The Vendor will coordinate with the MBTA’s Asset Management Department to develop online maintenance reporting capabilities via the MBTA’s “Trapeze” asset management platform.

(iv) Upon completion of 3.1.2.3, the Vendor shall utilize MBTA’s “Trapeze” asset management platform for all reporting requirements.

Section 3.02 Inspections

(a) Bridgewater Wind Turbine

(i) The Maintenance manual for Bridgewater Turbine referenced in the section below refers to the “Instruction manual AERONAUTICA - NORWIN wind turbines User manual for AW 54 - 750 kW” (attached) .

(ii) Initial Inspection & Start Up Maintenance

1) Upon initiation of this contract, the Vendor shall conduct an initial inspection to ensure the

Bridgewater Wind Turbine is functioning properly.

2) To perform the initial inspection of the Bridgewater turbine, the Vendor shall complete the

“Start-up Maintenance” Checklist listed in the Bridgewater Wind Turbine maintenance manual. This start-up maintenance begins with an initial inspection checklist but requires 3 months of monitoring and a follow-up inspection at the end of the 3-month monitoring period.

(iii) Scheduled Maintenance

1) The Vendor shall conduct scheduled maintenance inspections every 6 months.

2) To complete the schedule maintenance inspection of the Bridgewater turbine, the vendor shall complete the maintenance checklist (aka “Maintenance Report”) listed in the “Instruction manual AERONAUTICA - NORWIN wind turbines User manual for AW 54

- 750 kW” including all mandatory maintenance in the “½ year” column.

(iv) Comprehensive Maintenance

1) The Vendor will conduct Comprehensive Maintenance inspections every 12 months.

2) Comprehensive Maintenance inspections shall complete the maintenance checklist

(aka “Maintenance Report”) listed in the “Instruction manual AERONAUTICA - NORWIN wind turbines User manual for AW 54 - 750 kW” including all mandatory maintenance in the “1-year” column.

3) Additionally, Comprehensive Maintenance inspections should include any maintenance items required at a longer cadence than the 1-year schedule. These items are “Notes” in the 1-year column. If it is ambiguous if a maintenance checklist item should be conducted annually or less frequently, the vendor must conduct them annually during the Comprehensive Maintenance Inspection.

Section 3.03 Parameters/Configuration

(a) The Vendor shall review the system parameters/configuration at the turbine during the initial inspection, and at each routine maintenance visit to ensure optimal performance.

(i) Parameters/Configuration for the Bridgewater turbine should mirror the settings detailed in the

“Bridgewater Parameters/Configuration Extract”, (attached). These parameters are undergoing continuous review. As such, the Vendor may receive updated parameters for the Bridgewater turbine from the MBTA after the award of the contract.

(b) If at any time the parameters/configuration for the turbine no longer match the setting detailed in Attachment 2, the Vendor shall restore the parameters/configuration to the turbine settings detailed in Attachment 2.

Article IV. Unscheduled Repairs Section 4.01 Definition

(a) Unscheduled Repairs are defined as any repair or replacement of turbine equipment that is identified outside of the normal routine maintenance procedures detailed in Article III and is necessary to ensure continued optimal performance of a wind turbine unit.

Section 4.02 Reporting

(a) Upon identification of an Unscheduled Repair issue the Vendor shall notify the MBTA within 48 hours. In its notification to the MBTA, the Vendor shall:

(i) Provide an initial assessment of the nature of the issue, and its impact on turbine performance.

(ii) Detail the steps necessary to resolve the issue or obtain a comprehensive understanding of the issue.

(iii) Identify any other stakeholders whose participation is necessary to resolve the issue (e.g.

National Grid, Verizon, Keolis (or the future Commuter Rail Operator, etc.).

(iv) Estimate both the cost of the repair/replacement and the time needed to resolve the issue.

Section 4.03 Resolution

(a) Upon receipt of authorization to proceed from the MBTA, the Vendor shall enact the steps necessary to resolve the issue.

(i) If any significant deviations from the actions steps, costs, or time needed to resolve the issue, as enumerated in in section 4.02(a) are identified by the Vendor after initiation of the repair/replacement work, the Vendor shall notify the MBTA in writing with a revised estimate of steps needed to resolve the issue and updated cost and duration estimates for the repair/replacement.

(ii) The vendor shall perform any reasonable additional repairs that exceed the scope of the initial assessment but will not initiate any significant additional actions steps or incur any significant additional costs beyond what was enumerated in section 4.02(a) until it has received authorization, in writing, from the MBTA.

(iii) Upon receipt of approval from the MBTA, the Vendor shall enact the identified additional steps necessary to resolve any significant issues

Article V. Exigent Intervention Section 5.01 Weather Response

(a) The Vendor shall take appropriate steps to ensure the physical integrity of the turbine during adverse weather events.

(b) If access to the wind turbine is blocked due to excess snow accumulation, the Vendor shall coordinate with Keolis (or the future Commuter Rail Operator) to have the snow removed and access reestablished.

Section 5.02 Emergency Issues

(a) Definition: An Emergency Issue is a mechanical, electrical, or software condition that poses a risk to the physical condition of the turbine itself, the surrounding facility and environment, and or the health and safety of nearby persons.

(b) The Vendor must be prepared to respond to emergency issues within 24 hours. This includes physical inspection of the turbine on site within 24 hours.

(c) The Vendor shall monitor the turbine for console alerts that require emergency actions and alert the MBTA and Keolis (or the future Commuter Rail Operator) to any condition that may be construed as an emergency, within 12 hours.

(d) Beyond direct alerts and alarms from the Wind Turbine Consoles itself, the Vendor will respond to emergency notifications from the MBTA or Keolis (or the future Commuter Rail Operator) within 24 hours. The MBTA and Keolis (or the future Commuter Rail Operator) are the determiners for what constitutes an emergency issue.

(e) The Vendor will furnish to the MBTA a report on the Vendor’s response to any emergency condition, regardless of source, within 48 hours of the start of the emergency condition.

This report will include an inventory of observations, immediate solutions/actions taken, root cause analysis, and future repair plans.

Article VI. Wind Turbine Parts Section 6.01 Consumables:

(a) The Vendor shall furnish, without additional cost to the MBTA, all consumables required for routine maintenance listed in the maintenance manual. This is limited to consumables under one thousand dollars ($1000).

(b) For consumables and replacement parts over one thousand dollars the Vendor may directly bill the MBTA for the cost of the individual parts and/or consumables. The Vendor must alert the MBTA of the need for a replacement part over one thousand dollars and receive approval form the MBTA to replace said part.

Section 6.02 Annual Limits:

(a) An annual limit of twenty thousand dollars ($20,000) will be set for parts and consumables over one thousand dollars. Parts that cost more than twenty thousand dollars ($20,000) must be approved and solicited by the MBTA.

(b) If the cumulative cost of all parts costing over one thousand dollars exceeds the annual twenty thousand dollars ($20,000) parts budget, the MBTA will be required to solicit all future parts.

Article VII. Vendor Performance Section 7.01 Energy Production

(a) For the wind turbine asset to produce value for the MBTA, it must maximize the production of energy (kWh) each year.

(b) The Vendor is not responsible for the turbine producing a set kWh amount but instead is responsible for maximizing turbine energy (kWh) production.

(c) At each one-year anniversary of this contract, the Vendor shall provide a written report to the MBTA summarizing the turbine’s production for the last 12 months and provide an analysis of the turbine’s production. The Vendor’s report shall also include recommendations for the turbine on how to improve performance.

Article VIII. Contact Information

(a) Contact information, including phone numbers and emails, for MBTA and Keolis (or the future commuter rail operator) personnel involved in the upkeep of MBTA wind turbines will be supplied to the Vendor upon award of the contract.

(b) If at any time the parameters/configuration for the turbine no longer match the setting detailed in Attachment 2, the Vendor shall restore the parameters/configuration to the turbine settings detailed in Attachment 2.