WTP Filter Valves Project Number CIP 21-5282

CLACKAMAS COUNTY, OREGON

JULY 2022

PROCUREMENT DOCUMENTS

JULY 2022 CIP 21-5282

PROCUREMENT SET Table of Contents

TABLE OF CONTENTS

WTP FILTER VALVES, Project 21-5282

Pages

Proposers’ s Checklist

Proposal Form………………………..…………

Purchase Order Terms and Conditions

Butterfly Valves Technical Specification

Electric Actuators Technical Specification

Pneumatic Rotary Vane Actuators Technical Specification

JULY 2022 1/1 CIP 21-5282

PROCUREMENT SET PROPOSER’S CHECKLIST

PROPOSAL CHECKLIST

WTP CONTROL VALVE REPLACEMENT, Project 21-5282

Material Proposer’s attention is called to the following information which must be included in full and submitted with the bid as required:

A. PROPOSAL FORM: Proposer shall complete the provided Proposal Form. Prices must be shown in the spaces provided.

B. DELIVERY SCHEDULE: Provide schedule statement with the price proposal indicating when the materials requested will be available for delivery to the work site.

Proposer shall commit to a date certain for delivery.

C. PAYMENT SCHEDULE: Provide a statement agreeing to invoice for payment after materials have been delivered to proposers yard, assembled, field tested in accordance with the technical specification and inspected by a Clackamas River

Water representative. Title to the purchased materials will pass to Clackamas River

Water upon payment to Proposer.

D. MATERIAL STORAGE: Provide a statement with the price proposal indicating the ability of the proposer to store the material until installation occurs. Filter plant availability for installation of valves may extend through 2024. Proposer shall provide address, contact name and contact information of storage location.

Installation contractor (TBD) shall coordinate required material and delivery schedule. Risk of loss will transfer to Clackamas River Water upon Proposer’s delivery of the materials to the installation contractor or jobsite.

E. WARRANTY: Provide a statement with the price proposal attesting to and assuring the Owner that the product Warranty for the components and the tested valve/actuator assembly shall begin upon delivery to the work site for installation. Submit Warranty documents.

F. PREASSEMBLY AND TESTING: Proposer shall receive, assemble and test each assembled valve/actuator unit prior to delivery for installation. Provide test documentation prior to delivery.

G. WORK SITE LOCATION: The work site location for delivery of materials for installation is located at the Clackamas River Water Treatment plant located at 9100

SE Mangan Drive, Clackamas, OR 97015.

END OF SECTION

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Clackamas River Water

PURCHASE ORDER TERMS AND CONDITIONS

Y:\AD-Administration\AD-06 Contracts Non-capital\AD-06-01 Contracts- Material and Personal Services - 06 yrs after expiration\Templates\Purchase Order T&C updated with BS edits 7.2017.doc

1. DEFINITIONS: (i) "Contract" means the entire written agreement between the parties, including, but not limited to the Invitation to Bid or Request for Proposal and its specifications, terms, and conditions, solicitation instructions, solicitation addenda and contract amendments, if any, and the purchase order or price agreement document. (ii) "Contractor" means a person or organization with whom Clackamas River Water has contracted for the purchase of goods or goods and services.

2. STANDARD AND SPECIAL TERMS. In addition to the terms and conditions contained herein, there may also be special terms and conditions in an Invitation to Bid or Request for Proposal, if one is issued, which apply to this contract. AMENDMENTS. The terms of this contract shall not be waived, altered, modified, supplemented or amended in any manner whatsoever without prior written approval of CRW.

In the event of conflict, the following shall be the order of priority in resolving conflict: a) language contained in any amendment or modification, b) the language in any special terms or conditions established by the specifications, bid or proposal documents issued by CRW, c) these terms and conditions, d) the Invitation to Bid or Request for Proposal, and e) the Contractor’s proposal or purchase order terms and conditions.

3. INDEPENDENT CONTRACTOR STATUS. This contract is not intended and nothing contained herein shall be construed to create the relationship of agent, servant, employee, partnership, joint venture, or association between CRW and Contractor, but is rather an agreement between independent parties, these being CRW and the Contractor.

4. WAIVER. Failure of CRW to enforce any provision of this contract shall not be a waiver or relinquishment by CRW of its right to such performance in the future nor of the right to enforce any other provisions of this contract.

5. SEVERABILITY. If any provision of this contract is declared by a court of competent jurisdiction to be illegal or in conflict with any law, the validity of the remaining terms and provisions shall not be affected, and the rights and obligations of the parties shall be construed and enforced as if the contract did not contain the particular provision held to be invalid.

6. OWNERSHIP OF WORK PRODUCT. All work products or any form of property originated or prepared by Contractor, which result from this contract, are the exclusive property of CRW.

7. GOVERNING LAW; JURISDICTION; VENUE. This contract shall be governed and construed in accordance with the laws of the State of Oregon, without resort to any jurisdiction's conflict of laws, rules or doctrines, which laws shall include ORS Chapter 72 (Oregon’s Uniform Commercial Code), except to the extent that such is modified by ORS Chapters 279A and 279B or this Purchase Order. Any claim, action, suit, or proceeding between the CRW, and the Contractor that arises from or relates to this contract shall be brought and conducted solely and exclusively within the Circuit Court of Clackamas County for the State of Oregon. Provided, however, if the claim must be brought in a federal forum, then it shall be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. Contractor hereby consents to the in personam jurisdiction of said courts.

8. WORKERS' COMPENSATION. Contractor, its subcontractors, if any, and all employers providing work, labor, or materials under this Contract are subject employers under the Oregon Workers' Compensation Law contract, including information required by ORS 279A.120(3). and shall either comply with ORS 656.017, which requires said employers to provide workers' compensation coverage that satisfies Oregon law for all their subject workers, or shall comply with the exemption set out in ORS

656.126. Contractors who perform the work without the assistance or labor of any employee need not obtain such coverage. Contractor shall require proof of such workers’ compensation coverage by receiving and keeping on file a certificate of insurance from each subcontractor or anyone else directly employed by either the Contractor or subcontractor.

9. FOREIGN CONTRACTOR. For all purchase orders or contracts in excess of $10,000, if Contractor is not domiciled in or registered to do business in the State of Oregon, Contractor shall promptly provide to the Oregon Department of Revenue and the Secretary of State Corporation Division, all information required by those agencies relative to this contract. CRW shall withhold final payment under this contract until Contractor has met this requirement.

10. NON-RESIDENT ALIEN CONTRACTOR. If Contractor is a non-resident alien, the required work authorization VISA code must be provided to CRW prior to the performance of any service under the contract. If the Contractor is unable to obtain the required work authorization VISA code, allowing Contractor to work and receive the compensation described in the contract, the contract shall be null and void. If a tax treaty exists between the United States and Contractor's country, and the Contractor wishes to be exempt from Federal tax withholding, the Contractor must file a Federal Internal Revenue Service Form 8233 with CRW prior to the commencement of the contract.

11. RESIDENT ALIEN CONTRACTOR. If Contractor is a resident alien, the required evidence of both identity and employment eligibility must be provided to CRW prior to the performance of any service under this contract. If the Contractor is unable to obtain or provide this evidence, the contract shall be null and void. Acceptable documentation to establish identity are driver's license or ID cards issued by federal, state or local government bearing a photograph. Acceptable documentation to establish employment authorization is an unexpired employment authorization document issued by the INS.

Acceptable evidence of both identity and employment eligibility are: Alien Registration Receipt Card or Permanent Resident Card (INS Form I-551); foreign passport with a Temporary I-551 stamp; unexpired Employment Authorization Document issued by the INS which contains a photograph (Form I-776, Form I-688, Form I-688A, or Form I-688B); or in the case of a nonimmigrant alien, a foreign passport with an Arrival-Departure Record (Form I-94) bearing the same name as the passport and containing an endorsement of the alien's nonimmigrant status, so long as the period of endorsement has not yet expired and the proposed employment is not in conflict with any restrictions or limitations identified on the Form I-94.

12. HOLD HARMLESS. Contractor shall indemnify, and hold harmless CRW and its divisions, officers, officers, employees, agents, and members from all claims, suits, or actions of any nature arising out of or related to the activities of Contractor, its officers, subcontractors, agents or employees under this contract.

13. COMPLIANCE WITH APPLICABLE LAW. Contractor agrees to comply with all federal, state, county, and local laws, ordinances, and regulations applicable to work to be done under this Contract.

The Contractor agrees to comply with all federal and state laws prohibiting discrimination on the basis of race, sex, national origin, religion, age, or handicap, and the provisions of the Americans with Disabilities Act, 42 U.S. Code 12100 et seq. Contractor will not discriminate against a subcontractor in awarding a subcontract because the subcontractor is a disadvantaged business enterprise, a minority-owned business, a woman-owned business, a business that a service-disabled veteran owns or an emerging small business that is certified under ORS 200.055Failure or neglect on the part of the Contractor to comply with any or all such laws, ordinances, rules, and regulations shall not relieve the Contractor of these obligations nor of the requirements of this contract.

14. TAX COMPLIANCE CERTIFICATION. Contractor hereby affirms, under penalty of perjury, as provided in ORS 305.385(6), that to the best of Contractor's knowledge, Contractor is not in violation of any of the tax laws described in ORS 305.380(4). The tax laws described in ORS 305.380(4) are those imposed by ORS chapter 118, 314, 316, 317, 318, 320, 321, and 323, and sections 10 to 20, chapter 533, Oregon Laws 1981, as amended by chapter 16, Oregon Laws 1982 (first special session); the elderly rental assistance program under ORS 310.630 to 310.706; and local taxes administered by the Department of Revenue under ORS 305.620. Rev: 12/01/03. When contract length exceeds a 12-month period, Contractor shall file a new certification with the University, in writing, annually on or before the commencement of the next 12-month term.

15. DELIVERY. All contract prices and deliveries shall be F.O.B. destination with all transportation and handling charge paid by Contractor, unless specified otherwise in the solicitation documents.

Responsibility and Liability for loss or damage shall remain with Contractor until final inspection and acceptance when responsibility shall pass to CRW except as to latent defects fraud and Contractor's warranty obligations.

16. INSPECTIONS. Goods or goods and services furnished under this contract shall be subject to inspection and test by CRW at times and place determined by CRW. If CRW finds goods or services furnished to be incomplete or not in compliance with solicitation specifications, CRW may reject the goods or services and require Contractor to either correct them without charge, or provide at a reduced price, whichever is equitable under the circumstances. Contractor may not make substitutions without advanced written approval from CRW. If Contractor is unable or refuses to cure any defects within a time deemed reasonable by CRW, CRW may reject the goods or services and cancel the contract in whole or in part. Nothing in this paragraph shall in any way affect or limit CRW's rights as buyer, including the rights and remedies relating to rejection under ORS 72.6020 and revocation of acceptance under ORS 72.6080.

17. WARRANTIES. Unless otherwise stated, all goods shall be new and current model and shall carry full manufacturer warranties. Contractor warrants all goods delivered to be free from defects in labor, material and manufacture and to be in compliance with solicitation specifications. All implied and expressed warranty provisions of the Uniform Commercial Code (ORS chapter 72) are incorporated in this contract. All warranties shall run to CRW.

18. REQUIRED PAYMENT. For all goods or goods and services provided under this contract, Contractor shall comply with ORS 279B.220, including the requirement to: (i) pay promptly, as due, all persons supplying labor or material; (ii) pay all contributions or amounts due the industrial accident insurance provider from the Contractor or any subcontractors; (iii) not permit any lien or claim to be filed or prosecuted against CRW or subdivision therefore; and (iv) pay to CRW all sums withheld from employees pursuant to ORS 316.167.

19. CRW PAYMENT OF CONTRACTOR CLAIMS. If Contractor fails, neglects, or refuses to pay promptly, as due, any claim for labor or services furnished to the Contractor or any subcontractor by any person in connection with the goods, or services if applicable, provided under this contract, CRW may pay such claim and charge the amount of the payment against funds due or to become due to the Contractor under this contract. The payment of a claim by CRW pursuant to this paragraph shall not relieve the Contractor or its surety, if any, from obligation with respect to any unpaid claims.

20. CASH DISCOUNT. If CRW is entitled to a cash discount, the period of computation shall commence on the date the entire order is delivered, services completed, if applicable, or the date the invoice is accepted, whichever is later. CRW will not unreasonably withhold payment.

21. PAYMENT. Payment for completion of CRW contracts is normally made within 30 days following the date the entire order is delivered, services completed, if applicable, or the date the invoice is received, whichever is later. After 45 days, Contractor may assess overdue account charges up to a maximum rate of two-thirds of one percent per month (8% APR) on the outstanding balance. CRW will not unreasonably withhold payment. Contractor must address invoice to CRW Finance Department, Attn:

Accounts Payable, PO Box 2439, Clackamas, OR 97015

22. HOURS OF LABOR. Contractor shall comply with ORS 279B.020 and the Oregon Bureau of Labor and Industries rules as they pertain to hours of work.

23. ASSIGNMENT/SUBCONTRACTS/SUCCESSORS. Contractor shall not assign, sell, transfer, or subcontract rights, or delegate responsibilities under this contract, in whole or in part, without the prior written approval of CRW. No such written approval shall relieve Contractor of any obligations of this contract, and any transferee or subcontractor shall be considered the agent of Contractor. Contractor shall remain liable to CRW under the contract as if no such assignment, transfer, or subcontract had occurred. The provisions of this contract shall be binding upon and shall inure to the benefit of the parties to the contract and their respective successors and assigns.

24. RECYCLABLE PRODUCTS. Contractor shall use recyclable products to the maximum extent economically feasible in the performance of this contract. Contractor shall specify the minimum percentage of recycled product in the goods provided.

25. SAFETY AND HEALTH REQUIREMENTS. Goods or services provided under this contract shall comply with all Federal Occupational Safety and Health Administration (OSHA) requirements and with all Oregon Safety and Health requirements, including those of Oregon’s Workers' Compensation Division.

26. MATERIAL SAFETY DATA SHEET. In accordance with the OR-OSHA Hazard Communication Rules in OAR chapter 437, Contractor shall provide CRW with a Material Safety Data Sheet for any goods provided under this contract which may release, or otherwise result in exposure to a hazardous chemical under normal conditions of use. In addition, Contractor must label, tag, or mark such goods.

27. ACCESS TO RECORDS. The Contractor shall maintain all fiscal records relating to this contract in accordance with generally accepted accounting principles and shall maintain any other records relating to this contract in such a manner as to clearly document Contractor's performance hereunder, The Oregon State Board of Higher Education, Oregon Secretary of State, the Federal government and their duly authorized representatives shall have access to such fiscal records and to all other books, documents, papers, plans and writing of Contractor which relate to this contract to perform examination, and audits and make excerpts and transcripts.

28. BREACH OF CONTRACT. Should Contractor breach any of the provisions of this contract, CRW reserves the right to cancel this contract upon written notice to Contractor. Contractor shall be liable for any and all damages suffered by CRW as the result of Contractor's breach of contract, including, but not limited to incidental and consequential damages, as provided in ORS 72.7110 to 72.7170. In the event of repeated breach of public and/or private contracts, Contractor shall be subject to disqualification on CRW contracts, as provided in OAR chapter 137.

29. FORCE MAJEURE. Neither CRW nor Contractor shall be held responsible for delay or default caused by fire, riot, acts of god, TERRORIST ACTS, OR OTHER ACTS OF POLITICAL SABOTAGE, or war where such cause was beyond, respectively, CRW, or Contractor’s reasonable control. Contractor shall, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and shall, upon the cessation of the cause, diligently pursue performance of its obligation under this contract.

Notwithstanding these force majeure provisions, such provisions shall not apply to obligations under this Purchase Order or contract to pay money.

30. TERMINATION. This contract may be terminated by mutual consent of both parties or by CRW at its discretion. CRW may cancel an order for goods or goods and services at anytime for its own convenience with written notice to Contractor, stating the extent and effective date of termination. Upon receipt of this written notice, Contractor shall stop performance under this contract as directed by CRW.

If this contract is so terminated, Contractor shall be paid in accordance with the terms of the contract for goods delivered or services rendered, and accepted, if Contractor's damages arising out of return of the goods cannot be mitigated by the resale as provided in the Uniform Commercial Code (ORS 72.7060).

31. Preference for Oregon Goods or Services. In supplying goods and services, the Contractor shall exercise good faith efforts to procure and provide goods and services that are manufactured or produced in the state of Oregon, providing that this provision shall not entitle the contractor to a change order or modification to accommodate an increase in price due to such preference. This clause shall not be applicable if Federal funds are used in whole or in part in the purchase of the goods or services.

32. Payment for Medical Care. The Contractor shall comply with ORS 279B.230, including the requirement to pay promptly, as due, payment to any person, copartnership, association or corporation furnishing medical, surgical and hospital care services or other needed care and attention, incident to sickness or injury, to the employees of the contractor, of all sums that the contractor agrees to pay for the services and all moneys and sums that the contractor collected or deducted from the wages of employees under any law, contract or agreement for the purpose of providing or paying for the services.”

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PROCUREMENT SET BUTTERFLY VALVES

BUTTERFLY VALVES

PART 1 – GENERAL

1.01 DESCRIPTION OF WORK

A. This section covers all work necessary to furnish and test valves specified herein.

1.02 REFERENCE SPECIFICATIONS

A. ASME B16.1 - Cast Iron Pipe Flanges and Flanged Fittings

B. ASME B16.5 - Pipe Flanges and Flanged Fittings

C. AWWA C110 - Standard for Ductile-Iron and Gray-Iron Fittings

D. AWWA C504 - Rubber-Seated Butterfly Valves

E. AWWA C540 - Power-Actuating Devices for Valves and Sluice Gates

F. AWWA C550 - Protective Interior Coatings for Valves & Hydrants

G. NSF Standard 61 - Drinking Water System Components - Health Effects

1.03 SUBMITTALS

A. Prepare and submit to demonstrate full compliance with all aspects of this Specification

Section, including, but not limited to complete manufacturers’ data on all valves and related appurtenances.

a. For AWWA butterfly valves, include description of the method of attachment of the disc edge to the valve disc.

b. Interior epoxy coatings: Affidavit of compliance attesting that epoxy coatings applied to interior surfaces of butterfly valves comply with all provisions in accordance with AWWA C550.

c. Certification, for valves and coatings in contact with potable water, that the products used are suitable for contact with drinking water in accordance with NSF

Standard 61.

PART 2 – PRODUCTS

2.01 BUTTERFLY VALVE - GENERAL

A. All materials delivered shall be clearly marked to identify the material, class and manufacturer. All material shall be new and free of blemishes.

B. Valves and related materials of like kind shall be the product of one manufacturer. Where only one type of product is called out, no substitutions shall be allowed.

C. All materials submitted shall be NSF approved and shall comply with the specifications of the respective standard as provided by the American Water Works Association (AWWA), latest revision, as referenced in this Section.

D. All products furnished shall be subject to inspection by the District, and any materials not complying with any of the specifications herein shall be rejected at the discretion of the

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District representative. When requested by the District, the Contractor shall promptly provide certification that the manufacturer’s inspection and testing results comply with the applicable AWWA standard(s).

E. All valves shall be complete with all necessary operating components required for the proper completion of the work included under this section.

F. Operating torque to operate any valve shall not exceed 40 ft-lb. Unless otherwise indicated, the direction of rotation of the wheel, operating nut or lever to open the valve shall be counterclockwise.

G. Actual length of valves shall be within 1/16 inch (plus or minus) of the specified or catalog length.

H. Butterfly valves shall meet the requirements of AWWA C504.

I. Flanges shall meet the requirements of ANSI B16.1.

J. All valves shall be suitable for; throttling, frequent operation, operation after long periods of inactivity, installation in any position and flow in either direction.

2.02 BUTTERFLY VALVE - PERFORMANCE CRITERIA

A. Design valves and actuators for maximum operating torque, in accordance with and using safety factors required in AWWA C540, using the following values:

a. Maximum water velocity: 16 feet per second with valve fully open.

b. Maximum pressure differential across the closed valve equal to the pressure class designation.

c. Coefficient for seating and unseating torque, dynamic torque, and bearing friction in accordance with valve manufacturer's published recommendations.

B. Valve disc: Seat in an angular position of 90 degrees to the pipe axis and rotate an angle of

90 degrees between fully open and fully closed positions:

a. Do not supply valves with stops or lugs cast with or mechanically secured to the body of the valve for limiting the disc travel.

C. The valve components shall withstand environmental conditions in contact with water, including epoxy coatings and casting that comply with the referenced standards, to provide continuous trouble-free service.

2.03 BUTTERFLY VALVE - DESIGN CRITERIA

A. Valve Body: Cast Iron, ASTM A126, Grade B, or Ductile Iron, ASTM A536, Grade 65-

45-12.

B. Body Design: Class 125 flanges in accordance with ASME B16.1 for Class 150B and Class

250B valves.

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C. Valve Class:

a. Valves less than or equal to 20-inches: AWWA Class 150B

b. Valves greater than 20-inches: AWWA Class 250B

D. Shaft Material:

a. AWWA Class 150B valves: Type 316 stainless steel.

b. AWWA Class 250B valves: Type 17-4 pH stainless steel.

E. Disc:

a. Material: Cast Iron or Ductile Iron with Type 316 stainless steel edge that matches seat in valve body.

b. Secure valve disc to shaft by means of smooth-sided, taper or dowel pins, Type 316 stainless steel, or Monel.

c. Extend pins through shaft and mechanically secure in place.

F. Disc/Shaft Minimum Offset:

a. Valves less than or equal to 20-inches: Zero offset.

b. Valves greater than 20-inches: Single offset.

G. Shaft and bearings:

a. Shaft design:

i. Valves 20-inches and less: 1-piece, through disc design.

ii. Valves greater than 20-inch size: 2-piece, stub shaft design.

b. Shaft seal: Vee type, chevron design.

c. Shaft material for Class 150B valves: Type 316 stainless steel, ASTM A276.

d. Shaft material for Class 250B valves: Type 17-4 pH stainless steel, ASTM A564.

e. Shaft bearings: Self-lubricating sleeve type:

i. Valves 20 inches and less: Nylatron.

ii. Valves greater than 20-inch size: Teflon™ with stainless steel or fiberglass backing.

H. Seats:

a. Seat materials: EPDM.

b. For valves 20 inches in nominal size and smaller, bond or vulcanize seat into the valve body.

c. For valves 24 inches in nominal size and larger, retain seats mechanically or by adhesive:

i. Mechanical retainage: Retain seat by a clamping ring with segmented clamping ring locks with adjusting locking screws.

1. Clamping ring, ring locks, and adjusting locking screws: Type 316 stainless steel.

2. Provide means to prevent ring locks and screws used to retain seats from loosening due to vibration or cavitation.

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ii. Adhesive retainage: Inset the seat within a groove in the valve body and retain in place with epoxy injected behind the seat so that the seat expands into the body.

iii. Do not provide valves with seats retained by snap rings or spring-loaded retainer rings.

d. Resilient seat: Withstand 75 pound per inch pull when tested in accordance with

ASTM D429, Method B.

I. Valve packing:

a. Valves 4 inches to 48 inches nominal size: Self-adjusting V-type packing or chevron-type packing. EPDM to match seat material.

J. Valve Manufacturer:

a. Valves less than or equal to 20-inches: Pratt Model 2FII

b. Valves greater than 20-inches: Pratt Model HP250II

K. Provide butterfly valves as outlined in the VALVE TABLE below.

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2.04 BUTTERFLY VALVE – COATINGS

A. Shop coat interior and exterior metal surfaces of valves, except as follows:

a. Interior machined surfaces.

b. Surfaces of gaskets and elastomeric seats and stem seals.

c. Bearing surfaces.

d. Stainless steel surfaces and components.

B. Coating material for components in contact with potable water applications:

a. Formulate interior coating material from materials in accordance with CFR 21, AWWA C550, and NSF 61.

b. Submit affidavit of compliance attesting that epoxy coatings applied to interior surfaces of butterfly valves in accordance with CFR 21, AWWA C550, and NSF

61.

C. Interior and Exterior surfaces, actuators and accessories: High solids epoxy.

D. Polished and machined surfaces: Apply rust-preventive compound, Houghton, Rust Veto

344, Rust-Oleum, R-9 or equal.

E. Field applied coatings of valve exterior:

a. Match color and be compatible with manufacturer’s coating system.

b. When shop applied finish coating matches field applied coating on adjacent piping, touch up shop coating in damaged areas in accordance with instructions recommended by the paint manufacturer.

c. When shop applied coating does not match field coating on adjacent piping, or when damage has occurred to the shop applied coating that requires more than touchup, blast clean valve surfaces or utilize other surface preparation recommended by the manufacturer of the coating material and apply the coating system used for coating adjacent piping

PART 3 – EXECUTION

NOT USED

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PROCUREMENT SET ELECTRIC ACTUATORS

ELECTRIC ACTUATORS

PART 1 GENERAL

1.01 SUMMARY

A. Section includes: Electric motor-driven actuators for valves.

1.02 REFERENCES

A. American Water Works Association (AWWA):

a. C504 - Standard for Rubber-Seated Butterfly Valves.

b. C542 - Standard for Electric Motor Actuators for Valves and Slide Gates.

B. National Electrical Manufacturers Association (NEMA):

a. 250 - Enclosures for Electrical Equipment (1000 V Maximum).

1.03 DEFINITIONS

A. NEMA:

a. Type 4X enclosure in accordance with NEMA 250.

b. Type 6P enclosure in accordance with NEMA 250.

c. Type 7 enclosure in accordance with NEMA 250.

1.04 SUBMITTALS

A. Provide a complete list/schedule of all actuators being provided with their associated tag names as indicated on the design drawings and/or specifications, service process area and the size of the valve they are actuating.

B. Product data:

a. Electrical ratings:

i. Voltage and number of phases.

ii. Starting and running current.

iii. Voltage levels and source for control and status.

b. Description of integral control interface.

c. Remote control station components (If applicable).

d. Environmental ratings, including NEMA enclosure rating and submergence capabilities.

e. Gear ratios for both manual and motorized actuation.

f. Opening and closing directions.

g. Allowable starts per hour.

h. List of all included options and accessories.

i. Full travel times.

j. Gearbox data including gear ratio, and gearbox efficiency.

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C. Shop drawings:

a. Wiring diagrams:

i. Include all options and expansion cards furnished with each actuator.

b. Dimensioned drawings of each valve and actuator combination.

c. Dimensioned drawings of each valve gearbox.

d. Electric motor data.

D. Calculations:

a. Operating torque.

b. Maximum torque calculations for seating and unseating.

c. Maximum operating torque at starting and normal operation.

d. Signed by Professional Engineer licensed in the State where project is located.

E. Provide draft vendor operation and maintenance manual:

a. Include a list of all configurable parameters, and the final values for each.

b. Include a troubleshooting chart covering the complete valve and controls/electrical power systems, showing description of trouble, probable cause, and suggested remedy.

F. Commissioning submittals:

a. Provide Manufacturer’s Certificate of Source Testing.

i. Affidavit in accordance with AWWA C542.

b. Provide Manufacturer’s Certificate of Installation and Functionality Compliance.

G. Project closeout documents:

a. Provide final vendor operation and maintenance manual.

1.05 WARRANTY

A. Supplier shall retain materials in a secure location until requested delivery by installer.

B. Provide a standard warranty shall be for a two (2) year duration from the date of delivery.

C. Provide warranty documentation with product submittal.

PART 2 PRODUCTS

2.01 MANUFACTURERS

A. Manufacturers for lines 4 inch and larger:

a. Rotork Controls Inc. IQ3 Range:

i. IQ for multi-turn applications.

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2.02 CHARACTERISTICS FOR ACTUATORS

A. Provide actuators complete and operable with all components and accessories required for operation.

B. Power supply:

a. Voltage and phases: 480V , 3 Ph

b. Valve motion independent of power supply phase rotation.

c. Provide a mechanical indicator to track valve position when main power is off.

d. The actuators shall incorporate all major components such as the motor, starter, local controls, terminals, etc. housed within a self-contained, sealed enclosure.

C. Control interface:

a. Configuration:

1) Provide a non-intrusive, non-contacting interface for configuring all input and output settings, control values, ranges, torque switch settings, valve positions switch settings, and options.

2) Configurable from a handheld configuring tool or input devices on the actuator.

b. Local interface, integral to actuator:

1) Non-intrusive, non-contacting selector switches:

1. LOCAL-STOP-REMOTE:

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a. Motor actuator operation is prevented with the switch in

STOP.

2. OPEN-CLOSE:

a. Controls the valve when LOCAL-STOP-REMOTE is in

LOCAL.

b. Spring return to center.

c. Configurable between maintained (actuator runs until end of travel, high torque, or a LOCAL-STOP-REMOTE is switched to STOP) and momentary (actuator stops when lever is released).

2) Local display:

1. Valve fully open and fully closed indicators.

2. Numerical display showing actual valve or gate position in percent of travel.

c. Coatings:

1) Material requirements:

1. Factory prime and coat with an ISO 12944 classification coating of

C5M (Marine, offshore estuaries with high salinity) coating with 15 year durability.

2. Touch-up damaged coatings with manufacturer provided coating repair kit.

2) Application requirements:

1. Painting shall commence within four hours of blast cleaning.

2. Each paint coat within the system is to be applied in accordance with the paint manufacturer’s instructions.

3. Paint thickness shall be checked for each coat on each actuator.

3) Qualification requirements:

1. Operators shall be experienced and proficient in surface preparation and coating application techniques.

2. Personnel shall have relevant knowledge of health and safety hazard, use of protective equipment, coating materials, mixing and thinning coatings, coating pot life, surface requirements etc.

1. Personnel carrying out inspection or verification shall be certified as

NACE coating inspector or equivalent such as ICorr.

D. Control inputs:

a. Capable of using discrete 24 VDC or 120 VAC.

b. Controls the valve when LOCAL-STOP-REMOTE is in REMOTE.

c. Isolated inputs capable of operating from external control voltage source or internal power supply:

d. Provide the following inputs:

1) OPEN.

2) CLOSE.

3) STOP.

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e. OPEN and CLOSE inputs configurable between maintained (actuator runs until end of travel, high torque, or a STOP input) and momentary (actuator stops when command is removed).

E. Status outputs:

a. Monitor relay output: Dry contact, normally closed, opens when actuator is not in

REMOTE or in the event of any internal fault or alarm condition.

b. Dry contact outputs configured for the functions indicated on the Drawings.

Provide the following outputs for all actuators:

1) Fully closed.

2) Fully open.

3) LOCAL-STOP-REMOTE in REMOTE position.

c. Capable of being configured for the following additional functions:

1) Communications failure.

2) High motor temperature.

3) Valve opening or closing.

4) Valve moving (continuous or pulsing).

5) Motor tripped on torque in mid-travel.

6) Motor stalled.

7) Actuator being operated by hand wheel.

8) Open or close interlock active.

9) ESD active.

10) Motor tripped on torque in mid-travel.

11) Motor tripped on torque going open.

12) Motor tripped on torque going closed.

13) Pre-set torque exceeded.

14) Valve jammed.

15) Lost main power phase.

16) Control supply lost.

17) Battery low (when applicable).

18) Internal failure detected.

d. All output contacts rated for 5 amps, 120 VAC, and 24 VDC.

F. Network communications:

a. Communications and control between the actuator and plant’s control system shall utilize the following protocol:

i. Modbus RTU (RS-485) or Modbus TCP.

G. Features:

a. Time delay on reversal: Incorporate time delay between stopping actuator and starting in opposite direction to limit excessive current, torque, and heating from instantaneous reversal.

b. Data logging:

i. Store diagnostic data and reference data.

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ii. Time-stamped historical operating data, including number of operations and most recent operations.

iii. Starting torque, maximum running torque, and end of travel torque.

1. Store reference data (recorded during commissioning) and data from last operation.

c. Provide display of logged data on the actuator, or provisions to download to a personal computer.

H. Materials:

a. Construct motorized actuators of materials suitable for the environment in which actuator is to be installed.

i. Enclosure ratings:

1. As scheduled with the following requirements.

a. All actuators will be double sealed for corrosion protection rated at ip68.

2. NEMA 4X for all actuators located outside of Class I areas.

3. All others shall be rated FM - Class I Groups B,C and D and Class

II E, F, and G.

I. Components:

a. Motors:

i. Specifically designed for valve actuator service with high starting torque, totally enclosed non-ventilated construction.

ii. Torque ratings equal to or greater than that required for valve seating and dynamic torques with a 25 percent factor of safety.

1. Design requirements for rubber seated AWWA butterfly valves:

a. Design actuators for maximum gate or valve operating torque, in accordance with and using safety factors required in AWWA C504 and AWWA C542.

i. Valve actuator torque requirement for open-close service: Not less than the required valve-seating and dynamic torques under design operating conditions in accordance with AWWA C504.

ii. Valve actuator torque requirement for modulating service: Not less than twice the required valve dynamic torque under design operating conditions in accordance with AWWA C504.

2. Design requirements for slide gates, gate valves, knife gate valves, globe valves, and diaphragm valves:

a. Design valves and actuators for maximum operating torque, in accordance with and using safety factors required in

AWWA C542.

b. Design for the maximum torque and thrust running load over the full cycle.

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c. Maximum torque or thrust rating: The actuator stall torque or maximum thrust output shall not exceed the torque or thrust capability of the valve or gate, as determined by the valve or gate manufacturer.

iii. Capable of being removed and replaced without draining the actuator gear case.

iv. Motor bearings shall be amply proportioned of the anti-friction type and permanently lubricated.

v. Rated for operating under the following conditions without exceeding temperature limits with ambient temperature of 40 degrees Celsius.

1. Continuous operation for 15 minutes or twice the open-to-close operating time (whichever is greater) at normal operating torque or

33 percent of maximum torque (whichever is greater).

2. 60 starts per hour for open/close service or 1,200 starts per hour for modulating service.

vi. Provide the following motor protection features:

1. Jammed valve (no valve motion detected through a time delay).

2. High motor temperature (sensed by an embedded thermostats).

3. High torque.

4. Single phasing protection.

J. Enclosures:

a. Actuator housing ratings as indicated in the Motorized Actuator Schedule.

b. Stainless steel external fasteners.

c. Provide o-ring seals for each of the following areas:

i. Between the terminal compartment and the internal electrical elements.

ii. Between the mechanical and electrical portions to protect from the ingress of oil, and to protect the mechanical components of oil from dust and moisture when the electrical terminal is open.

d. Provide actuators with the following minimum enclosure ratings as scheduled:

i. NEMA Type 4X enclosure for general applications.

ii. NEMA Type 6P rated for actuators in underground vaults or where possible submergence is indicated in the Drawings.

1. Suitable for a minimum of 48 hours submerged under 3 meters of water.

iii. NEMA Type 7 certified by FM for Class I, Division 1, Groups C, D, E, F, and G, for actuators installed in Class I, Division 1 and 2 areas.

K. Position sensing:

a. Electronic and adjustable using a solid-state encoder wheel.

i. Mechanical limit switches and potentiometers are not acceptable.

b. Capable of retaining position and monitoring valve or gate motion when valve is manually actuated and when main power is not present.

c. Valve range and position switch outputs field adjustable.

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L. Torque sensing:

a. Torque shutdown setting: 40 percent to 100 percent rated torque:

i. Adjustable in 1 percent increments.

b. Capable of interrupting control circuit during both opening and closing and when valve torque overload occurs.

c. Electrical or electronic torque sensing:

i. Extrapolating torque from mechanically measured motor speed is not acceptable due to response time.

d. Independent of variations in frequency, voltage, or temperature.

e. The actuator shall store actual operational torque curves for retrieval by plant maintenance staff.

f. Provide a temporary inhibit of the torque sensing system during unseating or during starting in mid-travel against high inertia loads.

g. Provide visible verification of torque switch status without any housing disassembly.

M. Manual actuators:

a. Hand wheel for manual operation.

i. Maximum 80-pound pull on rim when operating gate or valve under maximum load.

ii. Provide pull chain when motorized actuator is located more than 6 feet above floor surface.

1. Chain shall be of sufficient length to reach approximately 4 feet above the operating level.

2. Where the chain obstructs an aisle or walkway, provide holdback or other means to ensure chain does not create a nuisance or hazard to operating personnel.

3. Provide Type 316 stainless steel.

b. Declutch lever: Padlockable, capable of mechanically disengaging motor and related gearing and freeing hand wheel for manual operation.

N. Gearing: Hardened alloy steel spur or helical gears and self-locking, alloy bronze worm gear set.

a. Accurately cut to ensure minimum backlash.

O. Bearings:

a. Anti-friction bearing with caged balls or rollers throughout.

b. Sealed-for-life type thrust bearings housed in a separate thrust base.

P. Drive bushing:

a. Easily detachable for machining to suit the valve stem or gearbox input shaft.

b. Positioned in a detachable base of the actuator.

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Q. Lubrication:

a. Provide totally enclosed actuator gearing with oil or grease filled gear case suitable for operation at any angle.

b. Actuators requiring special or exotic lubricants are not acceptable.

2.03 ACCESSORIES

A. Software:

a. Furnish PC-based diagnostic and configuration software to display diagnostic data and configure actuators.

b. Provide software communications to the valve actuator and handheld setting tool using Bluetooth wireless or IrDA infrared communications.

i. Provide all accessories and drivers required for operation and communications with a standard personal computer running Microsoft

Windows.

B. Termination module cover:

a. For actuators on a valve network, provide a means to keep the valve network in service, in the event where the actuator must be removed.

b. Provide sunshades for all outdoor installations of remote-control stations that use an LCD or similar screen. Regular pushbutton, sector switches, and pilot light control stations will not require a sunshade.

2.04 SPARE PARTS

A. One (1) spare programmer.

B. One (1) spare electric modulating actuator.

C. Standard parts required for one year of standard maintenance.

PART 3 EXECUTION

3.01 GENERAL

A. Position visual indicators so that they are most easily visible.

3.02 COMMISSIONING

A. Manufacturer services:

a. Provide certificates:

i. Manufacturer’s Certificate of Source Testing:

1. Proof-of-Design and Performance Test Reports in accordance with

AWWA C542.

ii. Manufacturer’s Certificate of Installation and Functionality Compliance.

b. Manufacturer’s Representative on-site requirements:

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i. Installation and functional testing: 6 trips, 1-day minimum each.

c. Training:

i. Maintenance and Operation: 4 hours per session, 2 sessions.

B. Source testing:

a. Design and Performance Test Reports in accordance with AWWA C542.

b. Test each actuator with a simulated load.

i. Simulate a typical valve load.

c. Electrical Instrumentation and Controls:

i. Test witnessing: not witnessed.

C. Functional testing:

a. Installed actuator:

i. Test witnessing: Witnessed.

ii. Conduct Level 2 General Equipment Performance Tests.

iii. Conduct Level 2 Vibration Tests.

iv. Conduct Level 2 Noise Tests.

b. Electrical Instrumentation and Controls:

i. Test witnessing: Witnessed.

3.03 INTELLIGENT ACTUATOR SCHEDULE

A. Actuators are listed in the Intelligent Actuator Schedule below.

B. Abbreviations relating to actuator type:

a. O/C = Open and Close Service.

b. MOD = Modulating Service.

C. Abbreviations relating to controls:

a. PA = Profibus PA.

b. DP = Profibus DP.

c. DN = DeviceNet.

d. FF = Foundation Fieldbus H1.

e. MB = Modbus RTU (RS-485).

f. NET = Manufacturer’s proprietary network.

g. A = Analog (4-20 mA) control, modulating duty.

h. D = Discrete control, modulating duty.

i. D-O/C = Discrete Open/Close.

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PROCUREMENT SET PNEUMATIC ROTARY VANE ACTUATORS

PNEUMATIC ROTARY VANE ACTUATORS

PART 1 - GENERAL

1.01 SUMMARY

A. Section includes: Pneumatic rotary vane actuators and accessories.

1.02 REFERENCES

A. American Water Works Association (AWWA):

a. C504 - Rubber-Seated Butterfly Valves, 3 In. Through 72 In.

b. C541 Hydraulic and Pneumatic Cylinder and Vane-Type Actuators for Valves and Slide Gates.

B. ASTM International (ASTM):

a. A193 - Standard Specification for Alloy-Steel and Stainless Steel Bolting for

High Temperature or High Pressure Service and Other Special Purpose

Applications.

b. A194 - Standard Specification for Carbon and Alloy Steel Nuts for Bolts for High

Pressure or High Temperature Service, or Both.

C. National Electrical Manufacturer's Association (NEMA):

a. 250 - Enclosures for Electrical Equipment (1000 V Maximum).

1.03 DEFINITIONS

A. NEMA:

a. Type 4 enclosure in accordance with NEMA 250.

b. Type 4X enclosure in accordance with NEMA 250.

1.04 SUBMITTALS

A. Prepare and submit to demonstrate full compliance with all aspects of this Specification

Section, including, but not limited to complete manufacturers’ data.

B. Shop drawings:

a. Layout drawings including all proposed system components with dimensions together, clearances required, and sizes indicated, hand wheel position/orientation, and arrangement and size of all pipe and conduit connections.

b. Include connection details and wiring diagrams for valve positioners.

C. Calculations:

a. Sizing based on force and torque requirements.

b. System pressure loss.

c. Signed by Profession Engineer.

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D. Provide draft vendor operation and maintenance manual.

a. O&M manual shall include documentation with all parts lists and breakdown.

E. Commissioning submittals:

a. Provide Manufacturer’s Certificate of Source Testing.

i. Proof-of-Design and Performance Test Reports in accordance with

AWWA C541.

b. Provide Manufacturer’s Certificate of Installation and Functionality Compliance.

F. Project closeout documents:

a. Provide final vendor operation and maintenance manual.

1.05 WARRANTY

A. Supplier shall retain materials in a secure location until requested delivery by installer.

B. Provide a standard warranty shall be for a two (2) year duration from the date of delivery.

C. Provide warranty documentation with product submittal.

PART 2 PRODUCTS

2.01 MANUFACTURERS

A. Provide actuators according to the Valve Actuator Table below.

B. Pneumatic rotary vane actuators and limit switches:

a. KTork.

C. Solenoid valves:

a. Versa/Rotork with manual override.

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2.02 DESIGN AND PERFORMANCE CRITERIA

A. Actuators shall comply with AWWA C541 unless otherwise specified.

B. Pneumatic actuators shall be of the vane type design with only 1 moving part.

C. Actuator shaft and vane shall be a single machined part with square output shafts on both sides.

D. All actuators shall be fitted with stainless steel threaded travel stops allowing adjustment at each end of actuator stroke.

E. Operating pressure range at control valve for vane actuator: 60 to 80 pounds per square inch gauge. Actuator sizing to account for losses, including valve losses and line losses from control valve to actuator.

F. Actuator maximum pressure rating: 150 pounds per square inch gauge.

G. Actuator sizing:

a. Use a 1.5 safety factor over and above the maximum operating force of the operated equipment.

b. Assume a minimum of 10 pounds per square inch gauge seated pressure.

c. Assume 70 and 100 pounds per square inch gauge supply air pressure.

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i. Product quotes shall be provided for both 70 psi and 100psi compatible equipment.

H. Provide reinforced internal stops as required.

I. Provide speed control valves as required.

J. Open or close valves completely in an adjustable time, ranging between 10 and 60 seconds.

2.03 MATERIALS

A. Actuator shaft shall be stainless steel, electro nickel-plated carbon steel, ductile iron, or zinc plated spheroidal annealed iron.

B. Vane lip seals shall be either dual opposed HBNR highly-saturated Buna Nitrile or dual opposed injection molded polyurethane and must isolate the shaft seals from the air supply.

a. Stainless steel expanders shall be fitted beneath the vane lip seals to ensure continual seal-to-case contact.

b. No o-ring type vane seals are acceptable.

C. Actuator housing shall be:

a. Pressure die cast zinc alloy, pressure die cast or sand cast aluminum.

D. Limit switch housing shall be:

a. Pressure die cast zinc alloy with a baked epoxy enamel finish, or

b. Die cast aluminum polyester powder coated internally and externally.

E.…