C250082_IFB_Exhibit_A_SOW.pdf

IFB 250082

EXHIBIT A

PROJECT SPECIFICATIONS

Back-Up Generators and Uninterruptible Power Supply (UPS)

Equipment Service and Repairs

1. Overview

1.1 Contractor shall service and repair all back-up generators and UPS equipment for all the Orange County Transportation Authority’s (OCTA) facilities on a scheduled basis. Contractor shall perform all of the tasks listed in this project specifications.

Additionally, emergency service may be required by Contractor on an as-needed basis.

2. General Requirements

2.1 Contractor shall furnish all labor, equipment, tools, and parts to perform scheduled preventive maintenance, inspection, service, and repair of UPS equipment and back-up generators as described herein. Corrective repairs and replacement parts beyond routine preventive maintenance shall be performed only upon prior approval by OCTA and may be billed separately unless otherwise specified in this Scope of Work..

2.2 Contractor shall provide all necessary equipment including man lifts, hoists, cranes, harnesses, atmospheric testing equipment, safety and personal protective equipment, and any additional tools required for service and maintenance of the listed equipment in Appendix A – UPS and Generator Equipment List.

2.3 Work shall be limited to preventive and corrective maintenance as approved by the OCTA Section Manager of Facilities Maintenance or designee.

2.4 Contractor shall provide written service reports for all preventive maintenance, inspections, testing, and corrective actions performed under this contract within five

(5) business days of service completion. Reports shall document findings, measurements, deficiencies, and recommended corrective actions.

3. Schedule of Work

3.1 Contractor shall contact the OCTA Section Manager of Facilities Maintenance or designee to schedule periodic preventive maintenance services at least five (5) days in advance.

3.2 Unless otherwise authorized, preventive maintenance services shall be performed between 7:00 a.m. and 3:00 p.m., Monday through Friday.

3.3 Corrective maintenance services shall be performed as mutually agreed upon.

3.4 Contractor shall respond to emergency maintenance requirements within four (4) hours of notification. For generator or UPS failures impacting facility operations, unless otherwise authorized by OCTA. Emergency response shall mean on-site response, unless otherwise approved by OCTA.

4. Safety Training

4.1 OCTA will provide mandatory OC Streetcar Roadway Worker Program training (four hours) for Contractor field representatives designated to work near the OC Streetcar facility, tracks, or overhead contact system. Contractor shall ensure training is completed, kept current, and renewed annually. If Contractor personnel are not trained, an OCTA-approved escort will be required. Appendix B – OC Streetcar Yard & Maintenance Storage Facility Safety Awareness Guide.

5. Preventive Maintenance Services/Inspections – Back-Up Generators

5.1 Scheduled preventive maintenance service shall be performed in accordance with, but not limited to, manufacturer standards and specifications.

6. Quarterly Services – UPS

6.1 Check all internal connections for tightness and security.

6.2 Check metering for accuracy and calibrate in accordance with manufacturer specifications, International Power Machines (IPM)/Lortec Power Systems (LORTEC) standards, or equivalent industry standards, with the most stringent requirement governing.

6.3 Inspect and align the rectifier section to ensure its proper operation, and that the following are at their proper levels and within manufacture’s specification:

a) DC float voltage.

b) DC recharges equalize voltage.

c) Filtered DC for ripples.

d) Inspect and align inverter converter section(s).

e) Frequency regulations circuits.

f) Voltage regulations circuits.

g) Commutation control circuits.

h) Drive circuits

i) Automatic operation circuits.

6.4 Inspect the Static Switch section(s) to ensure:

a) All gate drive circuits are operating.

b) Control voltage redundancy.

c) The transfer levels are set properly.

d) Retransfer time is set to specific requirements.

6.5 Inspect and align the detector assembly to ensure the proper operation of all alarm and control signals.

6.6 Check for proper operations of all:

a) Power supplies.

b) Fans.

c) Fuses.

d) Indicator lamps.

6.7 Check for proper operations of Remote Status Panel(s), if applicable.

6.8 Perform system(s) harmonization alignments for proper UPS operation.

a) Output

b) Voltage

c) Frequency

d) Wave shape (Note: Dictated by Load)

e) Line drop compensation network, where applicable.

7. Generator Inspections

7.1 The generator output breaker inspection.

a) Remove the breaker cover and inspect the breaker mechanism.

b) Check the main contacts for any pitting or burning sign.

c) Perform insulation resistance (Biddle/Megger) testing on each phase in accordance with manufacturer recommendations and any applicable industry standards, with the more stringent requirement governing, and only with prior OCTA approval.

d) Check the line and load side cable connection & torque connection if necessary.

e) Check the breaker rating and rating plug.

7.2 Speed governor controller inspection.

a) Contractor shall check all the control wires on the Governor controller.

b) Check for any speed variation with machine on running mode.

7.3 Voltage regulator inspection.

a) The Contractor shall inspect the control wires connections to ensure proper connection.

b) With machine in run mode check the voltage on all three phases with the meter at the breaker terminals then compare with display readings:

i. Phase A-B

ii. Phase B-C

iii. Phase C-A

c) Check the field voltage at the voltage regulator terminal and compare with the name plate value.

d) Make adjustment with trim pot to ensure voltage adjustment pot is not open and can increase or decrease voltage level.

8. Automatic Transfer Switch (ATS)

8.1 Contractor shall perform ATS maintenance in accordance with National Fire

Protection Association (NFPA) 110. All work shall be pre-approved by the OCTA Section Manager of Facilities Maintenance or designee.

a) With generator running in test mode, check three-phase output voltage at ATS terminals.

b) If authorized by OCTA, transfer load to ATS to verify sequence of operation by opening the utility input breaker with generator running.

c) Record the transfer time from Normal to Emergency power.

d) After 10-15 minutes run time, close the utility input breaker and record transfer time from Emergency back to Normal power.

9. Semi-Annual Preventive Maintenance /Inspections

9.1 Inspections shall begin within thirty (30) days of contract award to establish a preventive maintenance cycle.

a) Contractor shall load, test, and perform complete engine service every six (6) months per manufacturer requirements.

b) Semi-annual maintenance shall be performed within the first fifteen (15) days of

March and September, unless otherwise approved by OCTA.

c) Contractor shall coordinate service at least five (5) days in advance.

d) Engine service shall include belts, hoses, coolant, oil and filter changes, and all other manufacturer-recommended checks and parameters.

e) Engine service shall include coolant system flush and replacement at the first preventive maintenance of the contract.

f) Engine oil and filter change shall be included at the first semi-annual preventive maintenance each calendar year.

10. Annual Load Bank Testing

10.1 Contractor shall perform annual load bank testing on each back-up generator to verify operational reliability and compliance with NFPA 110, manufacturer requirements, and OCTA standards.

10.2 Load bank testing shall include, but not be limited to:

a) Connect and apply incremental loads up to rated generator capacity.

b) Record generator performance including voltage, frequency, and amperage at each load step.

c) Monitor and record engine operating parameters such as oil pressure, coolant temperature, and exhaust temperature.

d) Verify proper operation of automatic controls, alarms, and safety shutdowns under load.

e) Ensure the generator operates at rated load for a minimum of two (2) continuous hours.

f) Provide a written test report documenting results, deficiencies, and corrective actions required.

10.3 Contractor shall coordinate all testing with the OCTA Section Manager of Facilities

Maintenance or designee to minimize operational impacts.

11. Traction Power Substation (TPSS) – Battery Racks and Batteries Maintenance

11.1. Contractor shall perform the following Monthly Maintenance tasks at each TPSS location to ensure the ongoing health of the battery system:

a) Voltage checks: Measure and record the overall battery float voltage and the voltage of each individual cell. Compare readings against manufacturer specifications.

b) Electrolyte levels (flooded cells): Check electrolyte levels and top up with distilled water if required. Water shall only be added following a full charging cycle.

c) Specific gravity (flooded cells): Test and record the electrolyte’s specific gravity or alternatively perform conductance testing.

d) AC ripple current: Measure and record AC ripple current to identify potential charger issues.

11.2. Contractor shall perform the following Annual Maintenance services at each TPSS location to evaluate the long-term condition of the battery system:

a) Torque check: Re-torque all inter-cell and inter-tier connections in accordance with manufacturer specifications.

b) Cleaning and corrosion control: Clean corroded terminals using a neutralizing solution and brush; apply corrosion-preventative compound.

c) Thermal scan: Perform thermal imaging inspection of all electrical connections to identify hot spots.

d) Capacity testing: Conduct a load or discharge test to determine overall battery bank capacity and remaining service life.

e) Operational test: With OCTA approval, perform a full operational test of the system including transfer and battery discharge.

f) Record keeping: Document all readings, test results, and observations in a maintenance log for trend analysis.

11.3. General Best Practices for TPSS battery racks and maintenance

a) Contractor shall follow all manufacturer-specific maintenance guidelines for batteries and racks.

b) Contractor shall proactively plan for battery replacement based on age, test results, and typical service life (3–5 years for VRLA batteries).

c) Contractor shall ensure all maintenance personnel are trained in battery system service and associated safety procedures.

d) OCTA may require the Contractor to subcontract or employ certified specialists for major testing and maintenance activities.

12. Final Inspection

12.1. Upon completion of work, OCTA’s Facilities Maintenance Manager or designee shall inspect and verify all services performed. Contractor shall complete a Verification of Work Form (Attachment A) for each task performed. Failure to comply with these requirements may result in delayed or denied payment.

13. Locations

a. Anaheim Base: 1717 East via Burton Street Anaheim, CA 92806

b. Garden Grove Base: 11790 Cardinal Circle Street

Garden Grove, CA 92873

11800 Woodbury Road Garden Grove, CA 92843

One continuous property

c. Irvine Sand Canyon Base: 4736 Sand Canyon Road

Irvine, CA 92618

6671 Marine Way Irvine, CA 92618 One continuous property

d. Irvine Construction Circle Base: 16281 Construction Circle

Irvine, CA 92606

e. Santa Ana Base: 4301 W. MacArthur Boulevard Santa Ana, CA 92704

f. OC Streetcar

Maintenance Storage Facility (MSF): 2008 W 5th Street Santa Ana, CA 92703

Traction Power Substation (TPSS) #1: 3580 ¾ Westminster Avenue

TPSS #2: 2000 ¾ W 5th Street

TPSS #3: 603 ¾ W Santa Ana Boulevard Santa Ana, CA 92701

TPSS #4: 761 ¾ N Santiago Street Santa Ana, CA 92701