C250083_IFB_Exhibit_A_SOW.pdf

IFB 250083

EXHIBIT A

SCOPE OF WORK

ON-CALL ELECTRICAL SUPPORT SERVICES

1.0 PURPOSE

This Scope of Work (SOW) defines the requirements for On-Call Electrical Support Services to support the operation, maintenance, and testing of Orange County Transportation Authority (OCTA) facilities and infrastructure. Contractor shall provide qualified electrical services to ensure safe, reliable, and compliant operation of all electrical systems across OCTA facilities.

2.0 GENERAL REQUIREMENTS

Contractor shall provide on-call electrical support services for OCTA facilities. Work shall include furnishing all labor, supervision, materials, tools, parts, equipment, and personnel necessary to perform electrical repairs, preventive maintenance, testing, and compliance services on electrical distribution and switchgear systems. All work shall comply with applicable federal, state, and local regulations, including Cal/OSHA, NFPA 70E, NFPA 70B, and InterNational Electrical Testing Association (NETA) Maintenance Testing Specifications (MTS) and Acceptance Testing Specifications (ATS).

Contractor shall maintain readiness to respond 24 hours per day, 365 days per year, including weekends and holidays. All work shall meet or exceed OCTA’s safety, performance, and operational standards.

3.0 LICENSE, CERTIFICATION, AND EXPERIENCE REQUIREMENTS

Contractor shall possess at time of bid submission and maintain a valid California C-10 Electrical Contractor license issued by the Contractors State License Board (CSLB) throughout the contract term. A copy of the current CSLB pocket card shall be provided to OCTA with bid submission and upon request throughout the term of the contract.

All technicians performing services shall be trained and certified per Cal/OSHA standards and comply with OCTA Level 2 Safety Specifications.

Firms submitting a bid shall have technicians that posses expertise in the following areas:

• Allen Bradley programming and process control systems

• Hazardous materials automation and control (corrosive, flammable, combustible materials)

• Automated lighting and energy management systems

• Industrial troubleshooting and repair of control systems

• Infrared imaging and thermographic diagnostics

• Lighting, HVAC, and energy retrofit systems for sustainability

4.0 SAFETY TRAINING

OCTA will provide mandatory OC Streetcar Roadway Worker Program training for Contractor field personnel assigned to work near OC Streetcar facilities, tracks, or overhead contact systems. Contractor personnel shall complete the training and renew it annually. Work in these areas shall not commence until training is successfully completed or a safety-trained OCTA escort is provided. Outlined in Appendix B – OC Streetcar Yard & Maintenance Storage Facility Safety Awareness Guide.

5.0 SCHEDULE OF WORK

Contractor shall coordinate all work with the OCTA Facilities Section Manager or designee to minimize operational disruption. Emergency repairs shall require response within four (4) hours of notification and completion within twenty-four (24) hours, unless otherwise approved. Contractor shall remove all debris and waste resulting from work before departing each site.

6.0 PREVENTIVE MAINTENANCE AND TESTING

All preventive maintenance shall be performed under de-energized conditions following lockout/tagout procedures. Testing and inspection shall comply with manufacturer recommendations, NFPA 70B (Recommended Practice for Electrical Equipment Maintenance), NFPA 70E (Standard for Electrical Safety in the Workplace), and NETA MTS standards. Contractor shall perform the following general tasks:

• Clean electrical rooms, enclosures, and panels using approved cleaning agents.

• Inspect and tighten electrical connections to manufacturer torque specifications.

• Inspect conductors, insulation, and grounding components for wear or damage.

• Perform thermographic imaging before and after maintenance to verify corrective actions.

• Exercise and test breakers for proper operation and alignment.

• Perform insulation and contact resistance tests per NFPA 70B.

• Document all test results and submit to OCTA’s Facilities Section Manager within five (5) business days.

Contractor shall maintain a structured Electrical Maintenance Program (EMP) including schedules, recordkeeping, and periodic reviews to ensure compliance with NFPA 70B.

All inspection and testing activities shall be documented in an electrical maintenance log, including date, location, personnel, findings, and corrective actions.

Inspection Frequencies: All preventive maintenance and testing shall be performed at intervals consistent with manufacturer recommendations and the minimum frequencies outlined in Appendix A – Recommended Inspection and Maintenance Frequencies

(NFPA 70B / 70E).

These frequencies are intended as the minimum standard; Contractor shall perform additional inspections, testing, or corrective maintenance as necessary to ensure safe and reliable system operation, or when required by site conditions, regulatory changes, or OCTA direction.

6.1 THERMOGRAPHIC (INFRARED) TESTING

Contractor shall conduct annual thermographic inspections of panels, switchgear, and distribution systems in accordance with NFPA 70B and NETA MTS. Anomalies shall be documented with infrared images and recommendations for corrective actions.

Reports shall include trending data across testing cycles.

6.2 ARC FLASH AND ELECTRICAL HAZARD ANALYSIS

Arc flash studies shall be conducted at intervals not exceeding five (5) years or following equipment changes. Contractor shall calculate arc flash boundaries per IEEE 1584 and label all affected equipment with required PPE and boundary data.

Comprehensive reports, including short-circuit and coordination analyses, shall be provided to OCTA. Contractor shall also support annual NFPA 70E compliance audits, including updates to safety procedures, labeling, and training records.

6.3 BREAKER AND SWITCHGEAR TESTING AND MAINTENANCE

All circuit breakers and switchgear shall be tested, calibrated, and inspected per NETA ATS and manufacturer guidelines. Testing shall include insulation resistance, contact resistance, timing, and functional operation. Deficient breakers shall be repaired or replaced as approved by OCTA.

6.4 TRACTION POWER SUBSTATION (TPSS) TESTING AND MAINTENANCE

Contractor shall provide preventive maintenance and inspection services for OC Streetcar Traction Power Substations (TPSS #1–4). Work shall include testing of rectifiers, DC switchgear, breakers, grounding systems, and protective relays per NFPA 70B and NETA standards. Thermal imaging, insulation resistance, and relay functional testing shall be documented. Any anomalies shall be promptly reported and corrected under OCTA direction.

6.5 ELECTRICAL SAFETY PROGRAM AND TRAINING (NFPA 70E)

Contractor shall maintain an Electrical Safety Program that meets the requirements of NFPA 70E. The program shall include annual training for all contractor’s qualified personnel covering PPE use, safe work practices, and electrical hazard recognition.

Workers shall receive instruction in arc flash risk assessment, approach boundaries, and shock protection techniques. Documentation of contractor’s employee training completion shall be retained and made available to OCTA upon request.

6.6 EQUIPMENT LABELING AND DOCUMENTATION

Contractor shall verify that all electrical equipment, panels, disconnects, and circuit breakers are properly labeled in accordance with NFPA 70E and OCTA standards.

Missing or damaged labels shall be replaced. Labeling shall include equipment ID, voltage rating, source, and arc flash category (if applicable).

6.7 ELECTRICAL MAINTENANCE PROGRAM REVIEW AND RECORDKEEPING

Contractor shall perform an annual review of the Electrical Maintenance Program (EMP) and update findings, inspection schedules, and procedures as required. All test results, inspection forms, thermographic reports, and corrective actions shall be maintained in the EMP log. OCTA reserves the right to audit maintenance documentation at any time to ensure compliance.

7.0 ADDITIONAL SERVICES

OCTA may request additional electrical services including installation, repair, programming, or calibration of electrical systems. All work shall comply with local building and fire codes. The list of services and frequencies included herein represents the minimum level of effort required. Contractor shall be responsible for identifying and reporting any additional maintenance, testing, or repairs necessary to maintain compliance with NFPA, NETA, and OCTA requirements.

8.0 REPORTING AND DELIVERABLES

Contractor shall provide detailed reports for all maintenance, testing, and repair activities.

Reports shall include findings, measurements, photos, and recommendations. Reports must be submitted to the Facilities Section Manager within five (5) business days of service completion.

Electrical Systems Catalog: Contractor shall develop and maintain a comprehensive catalog of OCTA’s electrical systems throughout the duration of the contract. The catalog shall include, at minimum, an equipment inventory listing by location, panel schedules, circuit breaker assignments, labeling data, and related inspection or test records. The catalog shall remain electronically accessible to OCTA during the contract term and shall be formally turned over to the Facilities Maintenance Section Manager upon contract completion. Contractor shall ensure the catalog remains current by updating all data following each maintenance, inspection, or modification activity.

9.0 PROJECT MANAGEMENT

Contractor’s Project Manager shall coordinate all work assignments, scheduling, and reporting with the OCTA Facilities Section Manager or designee. Regular communication and approval are required before commencing any major work.

10.0 FINAL INSPECTION AND ACCEPTANCE

Upon completion of work, OCTA’s Project 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.

11.0 LOCATIONS

Electrical services shall be performed at the following OCTA facilities:

• Anaheim Base 1717 East Via Burton Anaheim, CA 92806

• Garden Grove Base 11790 Cardinal Circle Garden Grove, CA 92843

• Garden Grove Annex 11800 Woodbury Road Garden Grove, CA 92843

• Irvine Base (Construction Circle) 16281 Construction Circle West Irvine, CA 92606

• Irvine Base (Sand Canyon Maintenance) 14736 Sand Canyon Road Irvine, CA 92618

• Irvine Base (Sand Canyon Operations) 6671 Marine Way Irvine, CA 92618

• Santa Ana Base 4301 W. MacArthur Boulevard Santa Ana, CA 92704

• Brea Park and Ride 937 E. Lambert Road Brea, CA 92621

• Fullerton Park and Ride 3000 W. Orangethorpe Avenue Fullerton, CA 92833

• Fullerton Transportation Center 123 S. Pomona Avenue Fullerton, CA 92832

• Goldenwest Transportation Center 7301 & 7401 Center Avenue Huntington Beach, CA 92647

• Laguna Beach Transportation Center 375 Broadway Street Laguna Beach, CA 92651

• Laguna Hills Transportation Center 24282 Calle De Los Caballeros Laguna Hills, CA 92653

• Newport Beach Transportation Center 1550 Avocado Avenue Newport Beach, CA 92660

• OC Streetcar Maintenance & Storage Facility 2008 W. 5th Street Santa Ana, CA 92703

• OC Streetcar Platforms Sixteen (16) Passenger Platforms along the OC Streetcar route from Harbor & Westminster, Garden Grove to Santa Ana Regional Transportation Center.

• OC Streetcar Traction Power Substations

(TPSS) #1 – #4

various Santa Ana locations.

• Traction Power Substation (TPSS) #1 3580 ¾ Westminster Avenue Santa Ana, CA 92703

• Traction Power Substation (TPSS) #2 2000 ¾ W 5th Street Santa Ana, CA 92703

• Traction Power Substation (TPSS) #3 603 ¾ W Santa Ana Boulevard Santa Ana, CA 92701

• Traction Power Substation (TPSS) #4 761 ¾ N Santiago Street Santa Ana, CA 92701

APPENDIX A

APPENDIX A – Recommended Inspection and Maintenance Frequencies (NFPA 70B / 70E)

Equipment / System Inspection / Test Activity

Recommended Frequency

Reference Standard

Switchgear & Motor Control Centers

Visual inspection, cleaning, thermographic scan, insulation testing

Annually NFPA 70B Table 11.2

Circuit Breakers Mechanical operation, contact resistance, insulation testing

Annually to 3 years

NFPA 70B Table 11.3

Transformers Oil analysis (if applicable), thermographic inspection, insulation testing

Annually NFPA 70B Table 11.4

Panels & Distribution Boards

Torque checks, thermographic imaging, insulation testing

Annually NFPA 70B Table 11.8

Grounding Systems Continuity and resistance testing

Every 3 years NFPA 70B Table 11.10

Arc Flash Analysis Risk assessment, labeling verification, PPE review

Every 5 years or after system change

NFPA 70E §130.5

Thermographic Inspection

Infrared imaging of electrical connections and enclosures

Annually NFPA 70B §9.2

Traction Power Substations (TPSS)

Inspection of rectifiers, DC switchgear, relays, and grounding

Annually NFPA 70B Table 11.12 /

NETA MTS

Emergency Generators

& ATS

Operational testing, load testing, control check

Monthly / Annually

NFPA 110 / NFPA 70B

Table 11.15

Labeling & Identification

Verification of safety, arc flash, and circuit labels

Annually NFPA 70E §130.7(E)

OC STREETCAR YARD

& MAINTENANCE

STORAGE FACILITY

SAFETY AWARENESS GUIDE

EMERGENCY RESPONSE

Dial 911 for life-threatening emergencies and immediately contact

OCC.

Follow evacuation routes to designated Assembly Areas.

Report all incidents, injuries, and near-misses immediately to OCC.

2008 W. 5 Street, Santa Ana, CA 92703th

Operations Control Center (OCC)

(888) 560-5050

REQUIREMENTS

Requires prior authorization and may only occur under approved conditions.

Unauthorized access to tracks is strictly prohibited.

T R A C K A C C E S S

Anyone performing work within 6 ft of the track or 10 ft of overhead powerlines/equipment must receive training and authorization.

R O A D W A Y W O R K E R P R O T E C T I O N ( R W P )

Yard: Orange hi-visibility vest, closed toe shoes.

Maintenance Shop: ASTM F2413 EH rated safety shoes, orange hi-visibility vests, and clear safety glasses with side shields.

P P E

All personnel, visitors, vendors, and contractors must sign in at the front entrance security desk upon arrival.

Employees and contractors must display their OCTA issued badge.

All work performed by contractors or vendors must be coordinated and planned through the Operations Control Center (OCC) and a designated site supervisor/project manager.

S E C U R I T Y & C H E C K - I N

IFB 250083

APPENDIX B

SAFETY

PRINCIPLES

Unsafe acts may lead to immediate site removal.

Pits/Elevated Work: Always keep safety gates and railings in place.

Never leave openings unprotected.

Jacks/Lifts, Cranes/Rigging: Only to be used by authorized, trained individuals. Do not walk under a raised load, or through barricaded/restricted area(s).

S H O P S A F E T Y

Treat all overhead wires, contact systems, and electrical equipment as energized unless verified and grounded by qualified personnel.

Stay 10 ft away from overhead power lines unless authorized, qualified, and protected.

Only trained staff may de-energize, re-energize, test, or apply safety devices to any electrified system.

E L E C T R I C A L & O V E R H E A D P O W E R H A Z A R D S

Do not drive vehicles past parking area without permission from OCC.

Park only in designated parking spots.

Keep a safe distance from moving vehicles and never drive between streetcars unless permitted by OCC.

M O T O R V E H I C L E S A F E T Y

Specialty Work Includes:

Hot Work, Confined Space, Chemicals/Spills Response, LOTO/Control of Hazardous Energy, etc.

ALL SPECIALITY WORK MUST BE

PERFORMED BY QUALIFIED

INDIVIDUALS WITH PRIOR

AUTHORIZATION FROM OCC.

Specialty Work Includes:

Hot Work, Confined Space, Chemicals/Spills Response, LOTO/Control of Hazardous Energy, etc.

ALL SPECIALITY WORK MUST BE

PERFORMED BY QUALIFIED

INDIVIDUALS WITH PRIOR

AUTHORIZATION FROM OCC.

No job should be performed unsafely.

S A F E T Y I S A C O R E V A L U E

Notify a supervisor or manager.

R E P O R T H A Z A R D S

Anyone can stop work if an unsafe condition or behavior is observed.

S T O P W O R K A U T H O R I T Y

YARD & TRACK SAFETY

Expect rail vehicle movement on any track, in any direction, at any time.

Rail vehicles have the right-of-way.

R A I L S A F E T Y A W A R E N E S S

Use walkways and avoid distractions.

Avoid walking or stepping on rail.

Keep fire lanes and designated walkways clear.

W A L K I N G A N D A C C E S S

Blue Flag/Blue Light Protection indicates someone is working on, under, or between streetcars.

Red Flag Protection indicates track is out of service.

W A R N I N G S I G N S

Prohibited within 6 ft of any track.

Includes but not limited to wireless phones, smart phones, smart watches, Bluetooth devices, laptop computers, headphones, and/or earbuds.

P E R S O N A L E L E C T R O N I C D E V I C E U S E