CONTRACT USER guide Safety Devise Testing Services 8-9-19.pdf

Contract Name: SAFETY DEVICE TESTING SERVICES Contract Number: 505ENT-M20- SAVALVETESE-00

Date: August 9, 2019

DETAIL CONDITIONS

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CONTRACT USER’S GUIDE

SCOPE:

The contractor shall provide annual Boiler and Deaerator safety valve testing in accordance with the ASME Boiler and Pressure Vessel Code, the National Board Inspection Code, and Wisconsin DSPS Chapter SPS 341, Boiler and Pressure Vessels at State operated central heating plants.

The State does not guarantee to purchase any specific quantity or dollar amount.

All onsite work shall be performed in accordance with latest edition of procedure ASME Boiler and Pressure Vessel Code, the National Board Inspection Code, and Wisconsin DSPS Chapter SPS 341, Boiler and Pressure Vessels.

CONTRACT TERM:

Contract term is for three (3) years. August 1, 2019 through July 31, 2022.

During the contract period, the DFDM reserves the right to eliminate individual facilities from the contract due to sale, closure or lease of the heating plant.

As required by Wisconsin Statutes, continuance of a contract beyond the limits of funds available shall be contingent upon appropriation of the necessary funds, and the termination of the contract by lack of appropriations shall be without penalty.

FIRM PRICES:

Pricing must remain firm for the initial contract term.

PAYMENT TERMS

Payment will not be made until the product is determined to meet all Specifications, requirements and has been accepted by DOA/ DFDM.

PURCHASE ORDERS/INVOICES:

There shall be no formal Purchase Order Number issued for this contract. Use the contract number as the Purchase Order Number.

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Invoices shall be submitted to DOA so that the State of Wisconsin meets the thirty-day invoice payment commitment. Contractor shall only submit invoice for the work completed by location.

Invoices shall be mailed directly to:

Contractor will accept payment from DOA by check or electronic funds transfer. The invoice shall indicate the address to which the payment to be forwarded.

PROGRAM MANAGER:

If you have any technical questions regarding this contract, please contact Jerome Jansen Division of Facilities Development & Management at (608) 261-8019.

WORK SCOPE:

This inspection procedure covers all pressure relief devices (PRDs) for boilers and deaerators. For this procedure, a PRD shall include pressure safety valves and pressure relief valves. For each valve listed in the accompanying table all parts of 3.1 must be completed. This includes 3.1.A, 3.1.B, and 3.1.C. Bidding companies are to hold a current Valve Repair (VR) ASME stamp.

INSPECTION

A. Visual inspection of PRD shall verify or check the following:

The correct relief device was installed.

Compare the device nameplate set pressure with the boiler or pressure vessel maximum allowable working pressure (MAWP) and ensure the device set pressure does not exceed the MAWP. A device with a set pressure less than MAWP is

David Bender

Department of Administration

Division of Facilities Development & Management 101 East Wilson Street, 7th Floor

Madison, WI 53703

August 14, 2019 Page 3 of 15 acceptable. If multiple devices are used, at least one must have a set pressure equal to or less than the MAWP. The ASME Code should be reviewed for other conditions relating to the use of multiple devices.

The identification (such as a tag or stencil) which establishes the last test date and proper pressure setting for the equipment protected by the identified device.

No gags, blinds, closed valves, or piping obstructions would prevent the devices from functioning properly. Upstream and downstream block valves, when installed, are sealed or chained and locked in the open position.

Seals installed to protect the spring setting and ring pin setting have not been broken.

The relief device does not leak. Pressure-relief valves that have been opened in service frequently leak. Detection and correction of this leakage eliminates product loss and possible pollution and prevents fouling and subsequent sticking of the valve.

Vent stacks, discharge piping and small nipples are properly supported to avoid breakage or leakage. Inadequately supported or anchored nipples can be damaged during maintenance and by vibration.

Discharge piping is orientated such that injury and damage will not occur during discharge.

Valve body drains and vent stack drains are open.

Any lifting lever is operable and positioned properly.

Any heat tracing or insulation that is critical to the proper operation of the relief system is intact and operating properly.

B. Onsite Testing

Valves are to be tested onsite using lift assist devices. Lift assist devices apply an auxiliary load to the valve spindle or stem, and using the measured inlet pressure, applied load and other valve data allow the set pressure to be calculated. If a lift assist device is used to determine valve set pressure, the conditions below shall be

August 14, 2019 Page 4 of 15 met. It should be noted that false set pressure readings may be obtained for valves which are leaking excessively or otherwise damaged. If the valve is found to be stuck in a closed position, the equipment must be immediately removed from service until the valve can be replaced or repaired.

o A device may be used to apply an auxiliary lifting load on the spring of new or repaired valve to establish the set pressure in lieu of the tests above when such testing at full pressure:

May cause damage to the valve being tested; or Is impractical when system design considerations preclude testing at full pressure.

o While actual valve blowdown and valve performance characteristics cannot be verified using this testing technique, valve set pressure may be determined to an acceptable degree of accuracy if, as a minimum:

Equipment utilized is calibrated as required in the quality system; including, but not limited to:

System pressure measurement equipment;

Lifting force measurement equipment; and Other measuring elements required by the device manufacturer.

The device and test procedures that have proved to give accurate results are used and followed;

A static inlet pressure is applied with the proper testing medium as specified in the NBIC Adjustments are made in accordance with the valve manufacturer’s recommendations to ensure proper lift and blowdown.

C. Bench Testing (Only one boiler per location at a given time to have safety valves removed.)

This inspection is performed by a qualified valve repair shop holding a current VR stamp. The inspection includes removing, disassembling, inspecting, and testing pressure safety valves. All components requiring maintenance or replacement shall be addressed via a change to the contract. The condition of

August 14, 2019 Page 5 of 15 the safety valve will be restored to a “like new” condition upon completion of the inspection/overhaul. All repairs must be made in accordance with the manufacturer’s instructions.

Each PRD shall be given a rating based on the following criteria after the inspection is complete and before any maintenance or replacement begins:

CONDITION AFTER DISMANTLING

Cleanliness Conditions Factor “A”

All valve parts and inlet/outlet piping are clean 0

Thin oily/sticky coat 1

Layers of product, scale or rust 2

Some heavy loose deposits 3

Severe deposits, scale or rust 4

Complete plugging of nozzle, seat, or inlet/outlet piping 5

Mechanical Conditions Factor “B”

Good Condition (only slight lapping required) 0

Slight pitting, seat scratched 1

Some corrosion/erosion (minor repair, machining required) 2

Some corrosion/galling (moderate repair required) 3

Severe corrosion (extensive repairs) 4

Poor condition (broken parts) 5

REMOVAL / INSTALLATION

A. PRDs are safety devices and should be treated as such. Careful handling during transportation, storage, and during installation is

August 14, 2019 Page 6 of 15 required. Pressure safety valves should be kept in the upright, vertical position always.

B. The PRD serial number from the device being removed must be written on the work order and/or valve repair sheet before it is removed from service. In addition, the equipment that the PRD is protecting should also be noted.

C. A visual inspection of the PRD and both the inlet and outlet piping should be made as soon as a valve has been removed from the system. The results of the visual inspection should be noted on the work order and/or valve repair sheet. Any buildup or mechanical damage should be noted.

Alternatively, if the equipment is clean and free of obstructions this too should be noted.

D. The PRD serial number from the device being installed must also be written on the work order and/or valve repair sheet before being installed.

In addition, the set pressure and valve type should be verified prior to installation. Pressure safety valves that are new and have not previously been installed should have the valve type, materials of construction, set pressure, and capacity verified as being correct before being installed.

For pressure safety valves that have been previously installed in the same service, the same items must be checked in addition to verifying that a current repair tag by a qualified valve repair shop is permanently affixed or car sealed to the valve.

E. Manufacturer’s recommendations, including proper torque procedures, should be followed when PRDs are installed. Gaskets and thread sealants should be appropriate for the PRD’s service. All flanged connections shall use Flexitalic type gaskets, and grade 8 bolts and nuts for less than 300 °F connections, A193 (B7) or A194 for connections 300

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°F or above. Gaskets, sealants, bolts and nuts are to be provided by the valve repair shop.

REPORT AND RESULTS SUBMITAL:

a. At the conclusion of the tests, no later than 2-weeks after performing work, at each location, the contractor shall provide owner with digital copies of complete formal legibly written logs and reports of all tested safety devices. Each of the copies of these written reports shall be delivered via a 16 GB thumb drive to each Plant Superintendent. Any defects found shall be brought to the attention of the boiler owner immediately.

b. The report must (at a minimum) include the following information: PRD serial and boiler number, facility location, a list of key personnel involved including the facility, results signed and dated by the field service representative that accomplished this work. The Safety Valve Test Log shall be included for each boiler that PRDs were tested at each facility.

c. If required, PRD repair sheets from valve repair shops at a minimum must include the following items:

i. Description of the condition of the valve including any deposits, corrosion, seal conditions, and mechanical failures. A description of the repairs performed must be included.

ii. Manufacturer’s information including the serial number, model number, set pressure, seal type, materials of construction, inlet and outlet sizes, and capacity including the orifice size.

iii. Repair shop’s VR number, date of repair, final test results, and repair tag data.

iv. Technicians name.

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SCHEDULING TESTING SERVICES

Contractor shall coordinate with the facility heating plant contact and DFDM to perform the tests at a mutually agreeable time, the contractor shall coordinate in writing, via e-mail, at least 3 weeks prior to starting the testing with the individual heating Plant Superintendent.

This coordination will allow staff to prepare for the Boiler & Deaerator safety device testing.

The testing must be scheduled with the Plant Superintendent so as not to disrupt their capability of providing necessary normal steam output for the overall plant. Further, the testing shall be performed at the Owner’s convenience when an adequate steam load is present to prevent the need to blow any steam to the atmosphere.

PERFORMANCE AND SUPPORT REQUIREMENTS

CANCELLATION OR RESCHEDULING

Cancellation is defined to be a termination of a scheduled inspection services.

Direct costs mean labor costs and actual incurred per diem expenses for the day of the originally scheduled inspection. When cancellation is due to errors or omissions by the contractor the state will not pay for any costs incurred by the contractor, in addition the cancellation may be cause for termination of the contract.

When a testing service is cancelled by the State, the contractor may bill for direct costs incurred for the set-up day and the inspection day. Cancellation billings may not exceed the bid cost of the scheduled inspection.

Rescheduling is defined to be a postponement, or delay of a scheduled testing without 7 calendar days’ notice. If rescheduling occurs at the request of the State of Wisconsin such that a scheduled testing date on the contractor’s work schedule remains unfilled, the contractor may bill for direct costs associated with the delay.

The State will not pay a rescheduling penalty when another testing site is substituted for the originally scheduled testing location. If rescheduling occurs at the request of the contractor or due to errors or omissions by the contractor the State will not pay for any costs incurred by the contractor, in addition the rescheduling may be cause for termination of the contract.

Rescheduling billing may not exceed the bid cost of the schedule testing.

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PRIME CONTRACTOR

There shall be one contract between the DOA/DFDM and a single Contractor for the award of the entire contract. If subcontractors are planned to be used, this should be clearly explained in the bid. However, the prime Contractor will be responsible for contract performance if subcontractors are used.

No subcontracting will be allowed without the prior approval of the Contract Officer managing this contract.

REPORT RESULTS

After the inspection at each location, comprehensive final report shall be submitted to the Department of Administration via e-mail to jerome.jansen@wisconsin.gov

The report shall summarize the inspection methods and findings. All reports shall have complete documentation attached as appendices of all testing and, field data, calculation summaries.

The final testing report must (at a minimum) include the following information:

Introduction with summary of testing program including: A listing of key personnel involved including facility, regulatory and inspection team (identify all team members); name and location of facility.

The copies of the report must be received by the Department of three (3) weeks after completion of the on-site inspection.

Heating Plant Engineering Section Attention: Jerome Jansen Division of Facilities Development & Management 101 East Wilson Street/PO Box 7866 Madison, Wisconsin 53707

PRIME CONTRACTOR LIABILITY

As necessary, the Contractor shall communicate or meet with the DFDM representative to discuss ordering, invoicing, contract updates, procedure updates or other contracting issues.

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Any problems that cannot be resolved between the DFDM and the Contractor will be referred to the Contract Administrator. The Contract Administrator will inform the Contractor in writing of the unresolved issues and the Contractor will respond with proposed corrective actions.

As necessary, Contractor shall meet with the DOA Contract Administrator to discuss issues related to specific contract performance.

The Contractor may request meetings to address unresolved contract issues.

CUSTOMER SERVICE

Contractor shall provide business hours contact information for customer service. This information shall include name of contact person, telephone number, email address, hours available. Customer service shall be made available to the State, at a minimum, from 8:00 a.m. to 4:00 p.m., Monday through Friday on non-state Holidays.

Contractor shall provide emergency contact information. This information shall include the name of the contact person(s) and their telephone numbers. The State shall be able to reach these individuals 24 hours/day in case of an emergency.

PAYMENT

Invoices shall be submitted to DOA so that the State of Wisconsin meets the thirty-day invoice payment commitment. Contractor shall only submit invoice for the work completed by location. Invoices & reports shall be e-mailed to Jerome Jansen & David Bender:

jerome.jansen@wisconsin.gov david.bender@wisconsin.gov

Contractor shall accept payment from DOA by check or electronic funds transfer. The invoice shall indicate the address to which the payment to be forwarded.

CONTRACT AUDITS AND CREDITS

The State reserves the right to audit any report submitted by the Contractor for accuracy and to identify any pricing problems. If pricing problems are identified by the DOA Contract Manager, the Contractor shall issue credits within thirty (30) calendar days of notification of the problem.

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BACKGROUND CHECKS

Due to the nature of this solicitation, the Procuring Agency reserves the right to conduct background checks on the organization, its officers and employees, and subcontractors, if applicable, in order to determine whether any conviction exists that is substantially related to the solicited Commodity or service, or if such conviction may otherwise adversely affect the Bidder's ability to perform under the resulting Contract. The State is the sole determinant of whether the results of a background check(s) will negatively impact the Contractor's ability to meet contractual obligations and requirements.

FRATERNIZATION/AGENCY WORK RULES

All Contractors and their subcontractors (if applicable) working on-site are subject to departmental rules. A copy of these rules may be obtained by written request to the Contract Administrator identified in this user guide.

PAYMENT TERMS

Payment will not be made until the product is determined to meet all Specifications, requirements and has been accepted by DOA/ DFDM.

CERTIFICATES OF INSURANCE

INSURANCE POLICY INSPECTION

Upon request by the State of Wisconsin, the Contractor shall provide copies of insurance policies and/or insurance certificates in effect during this Contract.

The insurance policies shall be issued by an insurance company licensed to do business in the State of Wisconsin, with a minimum AM Best rating of A- unless otherwise approved in writing by the State's Contract Administrator and the signature of an authorized agent.

The policies and/or certificates shall be submitted to the State upon request, for annual review, and/or when insurance coverage(s) or providers are changed. In the event the Contractor's required insurance policies in effect during this Contract are

August 14, 2019 Page 12 of 15 modified or cancelled, Contractor shall immediately provide notice to the State of Wisconsin.

TERMINATION FOR CAUSE:

The State may terminate this Contract after providing the Contractor with thirty (30) calendar days written notice of the Contractor's right to cure a failure of the Contractor to perform under the terms of this Contract. The Contractor may terminate this Contract after providing the State a one hundred and twenty (120) calendar day notice of the State's right to cure a failure of the State to perform under the terms of this Contract.

In the event of termination for convenience, the Contractor shall be entitled to receive compensation for any fees owed under the Contract. The Contractor shall also be compensated for partially completed Services. In this event, compensation for such partially completed Services shall be no more than the percentage of completion of the Services requested, at the sole discretion of the State, multiplied by the corresponding payment for completion of such Services as set forth in the Contract.

Alternatively, at the sole discretion of the State, the Contractor may be compensated for the actual Service hours provided. The State shall be entitled to a refund for goods or Services paid for but not received or implemented, such refund to be paid within thirty

(30) days of written notice to the Contractor requesting the refund.

CONTRACT CANCELLATION

The State reserves the right to cancel this contract in whole or in part without penalty if the contractor:

Fails to perform any service/material obligation required under the contract.

Files a petition in bankruptcy, becomes insolvent, or otherwise acts to dissolve as a legal entity.

Allows any final judgment not to be satisfied or a lien not to be disputed after a legally imposed, 30-day notice.

Makes an assignment for the benefit of creditors.

Fails to follow the sales and use tax certification requirements of §77.66 of the Wisconsin statutes.

Incurs a delinquent Wisconsin tax liability.

Fails to submit a non-discrimination or affirmative action plan as required in the standard terms and conditions (doa-3054)

Fails to follow the non-discrimination or affirmative action requirements of subch. ii, chapter 111 of the Wisconsin statutes (Wisconsin’s fair employment

August 14, 2019 Page 13 of 15 law).

Becomes a federally debarred contractor

Is excluded from federal procurement and non-procurement contracts

Fails to maintain and keep in force all required insurance, permits and licenses as provided in this contract.

Fails to maintain the confidentiality of the state's information that is confidential information, proprietary, or containing personally identifiable information.

Contractor performance threatens the health or safety of a state employee or state customer.

VENDOR:

ALLIED VALVE INC.

3301 EAST EVERGREEN DR.

APPLETON, WI 54913

CONTACT PERSON: JAMES STORING

e-mail: storingj@alliedvalve.com T.# 920-832-9778

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AREA 1 (Year 1)

LOCATION FACILITY COST

MADISON UW MADISON CHARTER ST $5,615.00

MADISON UW MADISON WALNUT ST $2,300.00

MADISON CAPITOL HEAT AND POWER PLANT $2,300.00

MADISON HILL FARMS $2,300.00

TOTAL COST FOR AREA 1 $12,515.00

AREA 2 (Year 2)

PLATTEVILLE UW PLATTEVILLE $2,850.00

BOSCOBEL WI SECURE PROGRAM FACILITY $1,000.00

MADISON MENDOTA MENTAL HEALTH INSTITUTION $2,300.00

OREGON OAK HILL CORRECTIONAL INSTITUTION $1,600.00

PRAIRIE DU CHIEN

PRAIRIE DU CHIEN CORRECTIONAL

INSTITUION

$2,900.00

DELAVAN WI SCHOOL FOR THE DEAF $2,400.00

JANESVILLE

WI SCHOOL FOR THE VISUALLY

HANDICAPPED

$1,500.00

TOTAL COST FOR AREA 2 $14,550.00

AREA 3 (Year 2)

WHITEWATER UW WHITEWATER $2,300.00

MILWAUKEE UW MILWAUKEE $2,300.00

UNION GROVE SOUTHERN WI CENTER $2,400.00

PARKSIDE UW-PARKSIDE $2,400.00

STURTEVANT RACINE CORRECTIONAL INSTITUTION $1,400.00

FOND DU LAC TAYCHEEDAH CORRECTIONAL INSTITUTION $1,800.00

TOTAL COST FOR AREA 3 $12,600.00

AREA 4 (Year 3)

OSHKOSH UW OSHKOSH $1,700.00

STEVENS POINT UW STEVENS POINT $2,200.00

GREEN BAY UW GREEN BAY $1,800.00

WINNEBAGO WINNEBAGO MENTAL HEALTH INSTITUTE $1,700.00

GREEN BAY GREEN BAY CORRECTIONAL INSTITUTION $1,700.00

WAUPUN WAUPUN CORRECTIONAL INSTITUTION $1,700.00

OSHKOSH OSHKOSH CORRECTIONAL CENTER $2,600.00

KING WI VETERANS HOME $1,200.00

REDGRANITE REDGRANITE CORRECTIONAL INSTITUTION $1,800.00

TOTAL COST FOR AREA 4 $14,700.00

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AREA 5 (Year 3)

MENOMINEE UW STOUT $2,300.00

CHIPPEWA FALLS NORTHERN WI CENTER $2,300.00

LA CROSEE UW LA CROSSE $2,300.00

SUPERIOR UW SUPERIOR $2,700.00

RIVER FALLS UW RIVER FALLS $1,700.00

EAU CLAIRE UW EAU CLAIRE $2,300.00

BLACK RIVER FALLS JACKSON CORRECTIONAL INSTITUTION $1,400.00

MAUSTON SAND RIDGE SECURE TREATMENT CENTER $1,000.00

NEW LISBON NEW LISBON CORRECTIONAL INSTITUTION $600.00

TOTAL COST FOR AREA 5 $16,600.00

TOTAL BID COST (sum of A1+A2+A3+A4+A5) $70,965.00

INFORMATION ONLY

Additional Fees if test program is delayed due to source operating problems or severe weather conditions:

Lodging, and per diem expenses will be billed as actual cost.

Project Manager, (per day) $

Field Technicians, (per day) $ (Each) Other fees (per day) $

Explain: