ESBD_367184_1720466532337_HHS0015071 - Exhibit F -SOW -Forklift, Pallet Jack PM.pdf

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Preventive Maintenance of Forklifts and Pallet Jacks for Rusk State Hospital
Solicitation number
HHS0015071
Issued by
Texas

About this file

This document is an Exhibit F - Scope of Work for a state contract opportunity for Preventive Maintenance of Forklifts and Pallet Jacks for Rusk State Hospital in Texas. The contract requires the selected vendor to perform quarterly preventive maintenance and as-needed repairs on the facility's forklifts and pallet jacks. The scope defines the specific equipment covered, including models, serial numbers, and locations. It outlines the required preventive maintenance tasks, including visual inspections, cleaning, lubrication, and operational testing. The contractor will be responsible for all labor, materials, transportation, and proper disposal of any waste. The contract term is not specified, but the vendor must secure written approval and work orders from the facility maintenance staff prior to performing any work.

The pricing terms are not detailed, but the contractor must provide written cost estimates for any additional services beyond the scheduled preventive maintenance. There is no mention of set-asides, incumbents, or funding sources. The focus is on the contractor's responsibilities, adherence to facility policies, safety requirements, and proper documentation of all maintenance activities.

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Exhibit F Forklift and Pallet Jack Preventive

Maintenance and Repairs

Purpose: Rusk State Hospital requires a contract for preventive maintenance, repairs (including labor, materials, equipment, apparatus, tools) on an “on call, as needed” basis on facility forklifts and pallet jacks. Contractor shall perform/provide, all necessary maintenance and repairs in order to maintain the safe operation of the forklifts and pallet jacks and do all things necessary to safely complete the needed services outlined with this Scope of Work, independently and exclusively, without subcontractor assistance.

1. Equipment details:

Description Location Model Number Serial Number

Yale Forklift Food Service Freezer NR040DNM24TE087 A295N03911H Yale Forklift Warehouse NR040DANM24TE087 A295N03718G Daewoo Forklift Warehouse G30S-2 12-01750 Doosan Forklift Warehouse D30S-7 FDA0W-1930-03597 Yale Pallet Jack Warehouse MPB040-EN24T2748 B827N37014G Multiton Pallet Jack Warehouse LE 45 21X48 yr 1998 0382017590489 White Pallet Jack Warehouse M4 40B 48400288

2. Service Schedule:

a. Schedule of Preventive Maintenance on the forklifts and pallet jacks will be once a quarter (devices defined in paragraph 1), with agreeable date(s) to be set by the Rusk State Hospital Maintenance Department.

3. Scope of Services to be performed:

a. The Contractor shall provide Preventive Maintenance on forklifts and pallet jacks (devices defined in paragraph 1).

i. For Multiton Pallet Jack, Yale Pallet Jack, White Pallet Jack

1. Locate equipment and move to secure working area.

2. Perform visual inspection and test drive.

a. Oil leaks

b. Load Backrest (optional

c. Forks

d. Limit Switch

e. Control Arm & handle

f. Tire & Wheel Condition

g. Skid Plates

h. Safety Decals & Capacity Plates in place

i. Battery Cable condition

j. Battery Connector Condition

k. Battery Disconnect Handle condition

l. Battery Retainers

3. Clean & Lubricate

a. Blow off truck

b. Lubricate

i. Load wheel bearings

ii. Lift linkage

iii. Risers

iv. Caster Wheels

v. Control Handle Coil Springs

vi. Lift Cylinder Top & base

vii. Battery Pack Hinge

viii. Steer bearing

c. Apply Armor-All or Clear Guard to hoses

4. Hydraulic System

a. Pump & Motor Mounting Secure

b. Oil Level & Condition

c. Hoses & Fitting Condition

d. Leaks-Cylinder, etc.

e. Breather Cap

f. Suction & Return Filters

g. Brush & Armature Condition

h. Blow Brush Dust from motor

5. Drive Unit

a. Fluid Level

b. Leaks

c. Motor Mounting Secure

d. Brush & Armature Condition (where applicable)

e. Mounting to Power Unit Secure

f. Blow Brush Dust from Motor (where applicable)

g. Steer Bearing

h. Remove tape, string, etc. from around axle

i. Drive Wheel Lug Bolts

6. Contactor Panel & Power Contactors

a. Line Contactor Tip Condition

b. Pump Contactor Tip Condition

7. Traction Controller

a. Creep Speed

b. Plugging

c. Blow dust off panel

8. Control Handle

a. Switch Condition

b. Switch Adjustment

c. Potentiometer

d. Linkage Adjustment

e. Spring return

9. Brakes

a. Linkage

b. Adjustment

c. Friction Plate

d. Rotor

e. Hub Key

f. Mounting screws

g. Electrical Connection

h. Switch

10. Freezer Condition (Optional)

a. Heater Operation

b. Wiring Condition

11. Operational Check & Test Drive

a. BDI or Hour Meter (Optional)

b. Horn

c. Safety Reversing Switch

d. Lift – Lower Operation

e. Power Disconnect

f. Verify Brake Operation

g. Stopping Distance

h. Brake Switch

i. Limit Switch Cut-Out

j. Travel Speeds

k. Rated Capacity

l. Charger

12. Wipe off Truck and clean area.

ii. For two (2) Yale, Daewoo and Doosan Forklifts

1. Locate equipment and move to a secure working area.

2. Perform visual inspection.

a. Fluid or lubricant leaks

b. Loose or missing fasteners / latches

c. Missing covers / shields

d. For mats / pedals

e. Inspect frame components

f. Check for debris / shrink wrap

g. Safety decals / capacity plates

h. Overhead guard / Cab mounting / damage

i. Operator lights / fan / accessories

j. Tire and wheel condition / fasteners

k. Counterweight screws in place

l. Fuel cap

m. Hydraulic houses and fittings

n. Mast condition / damage

3. Test Drive.

a. Seat belt / shoulder / hip restraints

b. Seat slides / latch / condition

c. Steering condition / free play

d. Horn operation

e. Tilt steering operation

f. Display condition / lights / codes

g. Hydraulic control handles condition

h. Forward / reverse control handle

i. Work lights / taillights / strobe light

j. Operator fan / mirrors

k. Starting system / key switch

l. Engine noise / smoke / idle speed

m. Engine governed speed

n. ODC fan 20 seconds / function

o. Service brake / parking brake operation

p. Seat presence operation

q. Inching pedal operation

r. Lift tilt interlock operation

s. Hydraulic functions operation

t. Attachment / side shift operation

u. Travel alarm operation

v. Steering operation

w. Transmission stall test (FWD / REV)

x. Hard and soft cabin wipers /washer

y. Hard cabin heater and fan

z. Hard cabin light

aa. Accelerator pedal and sensors

bb. Washer Fluid level

4. Blow Off Truck

a. Clean radiator / intercooler

b. Debris / shrink wrap

5. Mast

a. Fork condition / wear

b. Fork latches / lubricate

c. Attachment condition / lubricate

d. Attachment mounting condition

e. Load bracket condition / fasteners

f. Lower hooks condition / adjustment

g. Carriage side rollers / lubricate

h. Tilt cylinder ends / mounts / lubricate

i. Mast hinge pins / lubricate

j. Stops / stop pads / screws / condition

k. Mast rails / condition / lubricate

l. Hoses and pulleys / condition

m. Lift cylinders / leaks / condition

n. Lift chain wear / condition

o. Lift chain / anchors / lubricate

p. Lift chain adjustment

6. Engine Compartment

a. Check oil level / add

b. Engine oil and filter change (1,000 for Tier 4) (250 for decontented)

c. Check engine wiring

d. Belt condition / tension / replace (5,000)

e. Battery / cable condition

f. Radiator / intercooler condition / debris

g. Hydraulic oil check level

h. Hydraulic oil change (3,000)

i. Hydraulic return filter and hydraulic air breather

(3,000)

j. Exhaust stack and pipes / muffler / converter

k. Hood hinges condition / lubricate

l. Air cleaner indicator

m. Air filter / clean / replace (500)

n. Engine mounts condition

o. Drain water from fuel / water separator

p. Replace fuel filter (500 for Tier 4) (250 for decontented-two filters)

q. Fuel lines / condition / leaks

r. Hoses / condition / leaks

s. Check heat shield / turbocharger connections / fasteners

7. Cooling System

a. Coolant level / overflow bottle / radiator cap seal

b. Coolant freezing point

c. Coolant change (10,000)

d. ODC components / fan condition

e. Coolant hoses condition

f. Water pump condition / leaks

8. Frame and Driveline

a. Differential oil level / check (1,000)

b. Differential breathers (2,000)

c. Power brake linings / check (2,000)

d. Inspect brakes for leaks (3,000)

e. Mast cap screws / in place / tight

f. Lugnut torque

g. Pedal height adjustment

h. Brake valve condition / lubricate (power)

i. Brake linkage adjustment

j. Steering relief pressure / check (99 – 106 bar) (1,435

– 1,535 psi)

k. Transmission fluid level / condition

l. Transmission breathers (2,000)

m. Transmission fluid and filter change (2,000)

n. Transmission suction strainer / clean (2,000)

o. Inching cable adjustment / lubricate

p. Tilt cylinder condition / leaks

q. Tilt steering pivot lubricate

r. Steering U-joint / gas shock / lubricate

s. Hydraulic control levers and linkage / lubricate

t. Power brake system pressure check (68 – 89 bar)

(1,000 – 1,300 psi)

u. Brake pedal pump check

v. Hard and soft cabin glass

w. Hard cabin air filter

x. Hard cabin doors / latches / condition / lubricate

9. Steer Axle

a. Axle mounting / steer cylinder condition / leaks

b. Steer wheel bearings / check (500)

c. Steer wheel bearing / lubricate (2,000)

d. King pins condition / lubricate (250)

e. Steer links condition / lubricate (250)

10. Wipe down lift truck

11. Final test drive.

4. Additional services to be performed as needed:

a. Work not covered in the monthly preventive maintenance service requirements shall be defined as additional services recommended or required for the proper operation of all equipment. This shall include any requested or unscheduled maintenance and/or repair work on specified equipment (devices defined in paragraph 1).

5. Contractor responsibilities of work to be performed:

a. Contractor shall sign in at the Maintenance Office upon every visit to the campus.

b. No work shall be performed without the written approval and an assigned work order from the authorized Rusk State Hospital Facility Maintenance personnel overseeing the work. Contractor shall provide a written cost estimate of labor and material including anticipated completion times for the work, to be approved prior to commencing any serviceable work outside of scheduled Preventive Maintenance.

c. If a staging area is required, coordinate with the facility prior to scheduled work.

d. Contractor personnel will be escorted at all times while on the Rusk State Hospital Campus.

e. If Contractor desires to utilize more than one crew, this will have to be pre-arranged with the facility in writing prior to commencing work.

f. Contractor shall provide field supervisor to supervise installation, repair/maintenance or service for safety and project schedule.

g. The contractor shall conduct all preventive maintenance and any repairs in accordance with this Scope of work, without subcontracting to third parties.

h. Work surfaces/workable areas shall be inspected by the contractor prior to commencing work. All deficiencies found but not covered by this proposal shall be reported to the Facility Maintenance Director. Contractor commencing work implies acceptance of work surfaces/workable areas, and any work deficiency shall become the responsibility of the contractor.

i. All equipment, materials and parts shall be new and supported by the manufacturer, Installing all equipment and material in accordance with the manufacturers’ written instructions.

j. The Contractor shall furnish all labor, tools, transportation, equipment, materials, and supplies, as necessary to perform the services and/or provide the goods, if applicable, required or as necessary, to provide a working system.

k. The Contractor shall be responsible for any repair or damage of surfaces that may be damaged as a result of the installation, repair or maintenance of the systems, equipment or devices defined in paragraph 1. This repair shall match the existing surrounding surfaces and provide a seamless transition and/or a working system at no cost to the Owner.

l. The Contractor shall be responsible for supervision, clean up and proper disposal created by the work and shall coordinate with the facility on salvage of all items indicated for removal of any site work waste.

i. Remove all demolished equipment etc. from the campus and dispose of legally after giving facility first refusal.

ii. Provide the facility with disposal ticket for any hazardous materials.

m. Update Rusk State Hospital when changes occur to company name change, vendor ID number (TIN), any other changes that would affect the Contract or Purchase Order, prior to the change being made.

n. Contractor shall follow all rules and policies of Rusk State Hospital and shall comply with all federal, State and local laws, statutes, ordinances, rules and regulations, and the orders and decrees of any court or administrative bodies or tribunals in any matter affecting the performance of the Contract including, if applicable, workers’ compensation laws, minimum and maximum salary and wage statutes and regulations, and licensing laws and regulations.

o. The Contractor shall be responsible and liable for the safety and health of its personnel while they are performing work for Rusk State Hospital and while on the Rusk State Hospital’s premises.

p. The Contractor shall provide substitutes for any employee(s) who provides services at the Rusk State Hospital facility who may be out due to illness or vacation. The Contractor shall provide relief personnel as necessary and/or work overtime, at no cost to Rusk State Hospital, to ensure that the requirements of this Contract are performed and accomplished as required.

q. Contract and/or workers must secure ALL vehicles at ALL times. All equipment must be locked up or secured in a fashion that would prevent access or removal from unauthorized persons. If items cannot be secured, then contractor must have a designated employee within five feet of loose or unsecured items at ALL times. NO EXCEPTIONS!

r. The Contractor shall be responsible for the security, maintenance, loss or damage to its equipment while on premises. The State of Texas, HHS, HHSC or Rusk State Hospital will NOT be held responsible for damage to or loss of the Contractor’s equipment while on premises, while in route to Rusk State Hospital or in route back to Contractor’s location.

s. When working inside the buildings on campus, contractors will not allow anyone to piggyback through secured doors behind them. Giving or receiving of any money, gifts or items of any kind with anyone on campus is strictly prohibited. Contractors will not engage in debates and/or arguments or altercations with anyone at any time while on campus. If there is an unfamiliar person or persons showing signs of aggression or sexual harassment of any kind, please notify the operator (by dialing 903- 683-3421) or the Director of Maintenance (by dialing 903-683-7570) for assistance. DO NOT ENGAGE OR INDULGE THE INDIVIDUAL IN ANY

WAY.

6. Performance Compliance:

a. If the HHS Agency determines in good faith that an employee of the Contractor is not conducting himself or herself in accordance with the conduct standards under this Contract, Rusk State Hospital may provide written notice to the Contractor. Upon receipt of such notice, Contractor must promptly investigate the matter and take appropriate action that may include:

i. Removing the employee from the project/service;

ii. Providing Rusk State Hospital with written notice of such removal;

iii. Providing Rusk State Hospital with the information for the replacement employee, who must be qualified and trained.

b. All Contractor employees are required to wear company uniforms and identifying badges while providing services in or delivering to the Rusk State Hospital premises.

i. Uniforms may be company shirts or T-shirts, smocks, and pants or shorts. The Contractor shall contact the Director of Maintenance to request approval for the use of other apparel.

ii. The Contractor’s uniform apparel must be of one standard color or design.

iii. The Contractor’s on-site managers or supervisors may wear a distinguishing style of uniform but should strive to maintain a company “standard color” to aid in identification.

iv. All Contractor personnel must prominently display their company identification badges or the company name and employee’s name (first and/or last) must be on their shirt, T-shirt or smock.

7. Project Close out Procedures:

a. Facility Maintenance Director and/or designee shall inspect the work of the project to determine substantial completion. All outstanding items are to be completed before payment will be made.

b. Upon completion of the service and prior to submitting for payment, the Contractor shall provide the following:

i. The Contractor shall provide all preventive maintenance, service documentation and reports within five days of service completion.

File details come from the government source that posted it. Updated .