RFP_FQ19196_-_SOW_RMM_Engineering_Consulting_Services.pdf

ENGINEERING SUPPORT CONTRACT

FQ19196/RLJ

WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY

STATEMENT OF WORK

ROADWAY MAINTENANCE MACHINE

ENGINEERING CONSULTING SERVICES

April 2, 2019

Attachment A

ROADWAY MAINTENANCE MACHINE ENGINEERING SUPPORT

FQ19196/RLJ 2 MARCH 5, 2019

Engineering and Inspection Services

Washington Metropolitan Area Transit Agency

Table of Contents

1. GENERAL

A. PURPOSE

B. DESCRIPTION

C. CONFIDENTIAL INFORMATION

2. SCOPE OF WORK

A. GENERAL ENGINEERING REQUIREMENTS

B. ROADWAY MAINTENANCE REQUIREMENTS

C. SCOPE OF ANTICIPATED TASK ORDERS S

D. OTHER TASK ORDER RESPONSIBILITIES

E. TECHNICAL DIRECTION

F. CONTRACT DELIVERABLES

G. TASK ORDER ASSIGNMENTS

H. DESIGN REVIEWS

I. TECHNICAL REQUIREMENTS

J. DELIVERABLES

K. STAFFING

L. ADMINISTRATIVE REQUIREMENTS

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STATEMENT OF WORK

1. GENERAL

A. PURPOSE

Washington Metropolitan Area Transit Authority (the Authority, Metro or WMATA) seeks professional engineering consulting and administrative services in support of programs associated with the procurement, design, manufacturing, inspection, testing, commissioning and warranty support required for procurement of Roadway Maintenance Machine(s) (RMM).

B. DESCRIPTION

The Contractor shall provide professional engineering, technical, and administrative personnel to support the procurement, design, manufacturing, inspection, testing, commissioning, and warranty administration of programs associated with the procurement, rehabilitation, repair, and overhaul of various RMMs. (“The Project”).

a. The firms to which the Authority will award a separate contract for the procurement and manufacturing of the RMM shall be referred to herein as the “Equipment Manufacturers.”

b. The firm or firms providing goods and services directly or indirectly to the Equipment Manufacturers shall be referred to herein as the Subcontractor(s), unless specifically identified otherwise.

C. CONFIDENTIAL INFORMATION

The Contractor shall not divulge any confidential information that is acquired in the course of performing work under this Contract. The term “confidential “refers to information that may be considered proprietary to the Authority or any of its contractors. In this respect, cost estimates developed by the Contractor for the Authority shall constitute the Authority’s estimate. The Contractor’s employees and/or agents shall not disclose any information pertaining to such estimate s except to the extent explicitly directed by the Contracting Officer (CO).

The Contractor will be required to enter into a Non-Disclosure Agreement with WMATA.

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2. SCOPE OF WORK

A. GENERAL ENGINEERING REQUIREMENTS

1. The Contractor shall provide engineering consulting services, at the direction of the Authority, in support of the procurement and manufacturing of new RMM. Design, manufacturing, rehabilitation, repair, and overhaul of RMM shall be performed by the Equipment Manufacturer under a separate Contract with the Authority.

2. The Contractor shall provide a fulltime dedicated Project Manager to work with the Authority during the period of performance.

3. The Contractor shall provide Authority- approved team members for the project as required at the Authority’s railcar facilities and at the Equipment Manufacturer’s plants where RMM and/or their components are being developed, manufactured or assembled. Engineering consulting work, technical reviews, and design studies will generally take place at designated Authority facilities.

4. The Contracting Officer’s Technical Representative (COTR) designated for this contract will provide all technical direction and assignments to the Contractor. All work under this contract shall be accomplished under written task order instructions authorized by the COTR and approved by the Contracting Officer (CO). The written instructions will include a description of the task order, deliverables and services required, and a completion date.

5. The Contractor shall provide a task order proposal based upon the transmitted Scope of Work for each task order which will identify each task. Each task proposal will reference the Contract number provided by WMATA for its Contract with the Equipment Manufacturer.

The task order proposal shall include fully burdened labor rates, including anticipated travel expenses, and the period of performance for each labor category projected to spend time on the task order. Proposals shall be submitted within five days from receipt of request, unless a different response time is agreed upon between the parties. The Authority shall review resumes and approve of any staff proposed for program support.

6. All deliverables shall become the property of the Authority, to be used as required by the Authority.

B. ROADWAY MAINTENANCE REQUIREMENTS

The Contractor shall provide professional and technical staff, in the quantities and at the times and places requested by the Authority, necessary to accomplish the services

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Washington Metropolitan Area Transit Agency as described in each task order. RMM support shall be provided from office space located at the Authority’s facilities as required, and/or at Contractor facilities where RMMs or RMM components are being developed, manufactured or assembled.

Engineering work, technical reviews and design reviews will generally take place at WMATA’s Commissioning Building in Greenbelt, Maryland, Contractor home offices, or the Contractors offices conveniently accessible to the Authority’s system.

Contractor shall adhere to the General Service Administration’s (GSA) travel regulations regarding the reimbursement of travel and per diem expenses for long and short-term assignments of consultant personnel.

C. SCOPE OF ANTICIPATED TASK ORDERS S

1. Contractor shall assist the COTR with RMM procurement, repairs and overhauls to include developing RMM technical specifications packages based on Authority defined requirements. Specifications packages shall contain all supporting documentation required by the Authority.

2. Contractor shall review submitted proposals for comments and recommendations to the Technical Evaluation Team (TET), as a non-voting TET member, in accordance with Section J below.

3. Contractor shall perform tasks relevant to RMM project management, including, but not limited to:

(a) Attending management meetings, , and assessing results thereof compared to industry standards and applicable specifications. Provide reports of findings to the COTR, including recommendations with supporting rationale. Assist in resolving issues that may impact schedule or contract performance.

a) Reviewing, and assessing the Equipment Manufacturer’s program plans (e.g.

QA/QC and welding processes) and recommending corrective action, if necessary.

b) Coordinating with the Equipment Manufacturers for delivery and review of CDRL items.

c) Reporting on the Equipment Manufacturer’s s adherence to schedules and recommending corrective action for regaining schedule for items on the critical path;

d) Conducting and assessing on-site fabrication inspections for adherence to technical specifications.

e) Reviewing acceptance testing procedures.

f) Coordinating with the Equipment Manufacturers for RMM delivery to the

4. Contractor shall assist the Authority with pre-delivery and final acceptance RMM

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testing. Contractor shall maintain a document library, including all test results.

5. Contractor shall review and assess quality and correctness of Equipment Manufacturer supplied manuals and training curriculum.

6. Contractor shall provide warranty support for all RMMs that are accepted by the Authority, including, but not limited to administration of claims, keeping track of inventory items used for warranty support, and all associated activities.

7. Contractor shall evaluate and provide recommendations on contract modifications to the Equipment Manufacturers’ Contracts and prepare cost estimates to support the modifications. Assist in incorporating all changes into the specifications as modifications.

8. Contractor shall perform document control including the following:

a) Maintaining a document management/control system.

b) Maintaining technical and correspondence files, including minutes of all relevant meetings.

c) Maintaining records for Contract Data Requirements Lists (CDRLs), including all Contract deliverables.

d) Maintaining test records from all tests completed or submitted to the Authority.

e) Prepare contract records for permanent records center transfer (see Section G

Deliverables).

9. Contractor shall provide project support as directed that may include the following;

a) Assist in the monitoring and coordination all retrofits of existing equipment to ensure they are completed properly.

b) Assist in the technical resolution of issues affecting RMM reliability.

c) Provide technical, engineering and cost estimating support for all Contracts

d) Track all economic impacts to the project.

10. Provide support for the preparation of Independent Cost Estimates in the Authority’s format.

11. Provide expert engineering assessment of contract performance (e.g., system/equipment failure, vehicle damage) and recommend required investigation and engineering solutions. Prepare and submit summary reports summarizing investigative efforts, findings, conclusions and recommendations to the COTR and CO, as appropriate.

12. Develop specifications for overhauls, and upgrades to the RMMs’ major sub-system(s) and equipment. Prepare initial draft materials or revise and upgrade

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Washington Metropolitan Area Transit Agency existing Authority specifications, where available. Work with PM to ensure thorough review and resolution of Authority reviews. Deliver completed documentation, including engineering drawings, and technical guidance drawings as necessary. Reports will be provided in hard copy and electronic copy utilizing computer programs currently used by the Authority.

D. OTHER TASK ORDER RESPONSIBILITIES

1. Evaluate RMM projects that are candidates for capital improvements. The Contractor shall prepare specifications and budget estimates for new initiatives related to RMMs such as mobile cranes, re-railing equipment, road repair vehicles, prime movers and the like under the direction of the COTR.

2. Provide technical support to operational elements of the Authority in areas of management and planning for RMM equipment acquisition?

3. Conduct surveys of damaged or deteriorated (aging) RMM equipment and provide recommended disposition, such as scrap, repair, upgrade, cannibalize, etc.

E. TECHNICAL DIRECTION

The work shall be conducted under the general direction of the Chief Engineer - Vehicles. The COTR with input from specific individuals from the Office of Vehicle Program Services (CENV) and authorized by the Chief Engineer, i.e. Deputy Chief Engineer, Program Managers (PMs), and Assistant Engineering Managers, will provide technical guidance to the contractor’s personnel.

The COTR shall have the authority to provide technical direction and assignments as work to be performed by the Contractor. All work under the contract shall be accomplished under written task order instructions (Scope of Services) authorized by the COTR and issued by the CO. The written instructions shall include a description of the task order, deliverables and services required, and a completion date.

F. CONTRACT DELIVERABLES

1. Technical reports will be requested by the Authority in individual task orders.

Reports will include results of technical and design reviews, cost analyses and industry surveys as assigned for each task order. Technical reviews include reviews of Contractor drawings, testing procedures, reports, and contract change proposals.

All test data from the Contractor’s review of the Equipment Manufacturers shall become the Authority’s property.

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2. RMM vehicle manufacturer inspection reports in format(s) approved by the

3. Project summary reports such as technical document submittal/approval status (including drawings, test documentation, etc.). Frequency of reports will be established by the COTR assigned to the task order and adjusted to reflect individual project needs and current activity.

4. All deliverables become the property of the Authority, to be used as required by the

G. TASK ORDER ASSIGNMENTS

1. Each task order shall be initiated by the CO by transmitting a Request for a Task Order Proposal (RTOP) to the Contractor requesting a written technical and cost proposal. The RTOP shall contain a Scope of Services that will define the work effort of the task order and shall include the task order number, task order title, period of performance, and any additional instructions.

2. The Contractor shall provide proposals based upon the transmitted Scope of Services. The proposal shall identify the firm (prime and subs) that will be performing the work, labor classifications, period of performance that all labor categories will spend on the task order, including fully burdened labor rates, direct costs, travel expenses and any other relevant cost information. Proposals shall be submitted within five days from receipt of request, unless a different response time is agreed to by the parties. Personnel assigned to the task are subject to the Authority’s approval.

H. DESIGN REVIEWS

1. The Contractor shall participate in design reviews for the RMM and its major subsystems. Design reviews shall resolve any differences between what the Equipment Manufacturer proposes and what the Authority seeks in the way of design and performance as reflected in the specifications.

2. The Contractor shall prepare minutes for each design review meeting, develop an action items list, and prepare a commentary on any outstanding issues.

3. Throughout the evaluation of design and manufacturing drawings, the Contractor shall monitor specification compliance and make recommendations for improvements. The Contractor must ensure that the Equipment Manufacturer is in compliance with all new and existing Federal, state and local laws regulations that are applicable.

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4. The Contractor shall review all items that the Equipment Manufacturer submits for approval and either recommend the Authority’s acceptance or suggest changes necessary to comply with the program objectives of quality, reliability, maintainability and serviceability. The Contractor shall also perform the following duties:

a. Review the submitted engineering design, calculations, drawings, manufacturing procedures, test plans and procedures, assembly procedures, safety program, production schedules, including key milestones and overall project management plan.

b. Perform technical evaluations for the Equipment Manufacturer’s change orders proposals; prepare independent cost estimates (ICE) and establish an engineering change control system to incorporate approved changes from the baseline into the final design.

c. Monitor and report on all activities to ensure that changes do not adversely affect the program schedules, specification compliance, quality, reliability, maintainability and serviceability.

d. Develop a comprehensive list of deliverables required to be provided by the Equipment Manufacturer; maintain the list of deliverables; and continually monitor the Equipment Manufacturer’s compliance with the deliverable schedule.

Design Reviews:

1. Conceptual Design Review (CDR)

The Contractor shall support a conceptual design review with the Equipment Manufacturer within forty-five (45) days of the Notice to Proceed (NTP) to ensure that the Equipment Manufacturer comprehends the technical requirements for the vehicle,and assess its thoughts on initial design concepts.

2. Preliminary Design Review (PDR)

In accordance with the project schedule, the Contractor may be asked to coordinate preliminary design reviews that must be held with the Equipment Manufacturer and its subcontractors to confirm the system’s

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Washington Metropolitan Area Transit Agency design. The systems covered shall include, but not be limited to the following:

a. Carbody;

b. Trucks;

c. Interior;

d. Seats;

e. Cab and vehicle control;

f. Coupler, draft gears;

g. Network and trainline control;

h. Friction braking system;

i. Lighting;

j. HVAC;

k. Communications;

l. Automatic Train Control (ATC), alerter, and event recorder;

m. Doors and controls;

n. VMDS (Video Monitoring and Diagnostic System) and Event

Recorders;

o. Low Voltage Systems and Battery Systems

p. 700Vdc / 230Vac / 120Vac; and

q. Diagnostic test equipment and special tools.

3. Final Design Review (FDR)

In accordance with the project schedule, the Contractor may be asked to coordinate Final Design Reviews which will be held with the Equipment Manufacturer and their major subcontractors to confirm the detailed design of equipment within the systems. At a minimum, the systems covered in Preliminary Design Reviews shall also be subject to a Final Design Review.

4. First Article Inspections (FAI)

i. The Contractor shall assist WMATA in conducting FAIs in a manner that verifies compliance of the RMMs’ physical equipment and materials with approved drawings and specifications, and determines that the equipment fulfills the design’s functional requirements.

ii. The Contractor shall verify that the Equipment Manufacturer has flowed down to its subcontractors, all of the Authority’s engineering and contractual requirements.

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iii. The FAI shall confirm that the Equipment Manufacturer’s processes and quality assurance procedures are appropriate to ensure that the RMM will be constructed, manufactured and consistently produced to an acceptable level of quality as established in the Equipment Manufacturer’s Quality Management Plan.

iv. The Contractor shall monitor major subsystem and final products tests to confirm acceptable results and adherence to the approved test procedures.

v. The Contractor shall anticipate, at a minimum, supporting FAIs including, but not limited to FAIs for the following components:

1. Car structure;

2. Truck frames and bolsters;

3. Communication system, including exterior and interior signs;

4. Under-frame;

5. End-frame;

6. All seat assemblies;

7. Friction brake and holding brake systems;

8. Cab control and layout;

9. Automatic Train Control (ATC) system;

10. All interior materials;

11. Batteries;

12. Low voltage power supplies / Battery Chargers;

13. VMDS / Event Recorders;

14. Electrical Panels; and

15. Completed vehicle.

I. TECHNICAL REQUIREMENTS

The Contractor may perform, some or all of the following tasks:

1. PROPOSAL EVALUATION

a. The Contractor shall advise and assist in the evaluation of Equipment Manufacturers’ technical proposals as a non-voting member of any technical evaluation teams and subject matter expert advisor thereto, assuming that he or she has no conflicts of interest.

b. All documents, notes and submittals shall be the property of the Authority and shall be deemed confidential during the proposal evaluation process.

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Washington Metropolitan Area Transit Agency

c. The Contractor shall not participate in any proposal evaluation, if it would create a conflict of interest, or the appearance thereof.

2. IN-PLANT INSPECTIONS

The Contractor shall conduct in-plant inspections and quality assurance (QA) activities at the Equipment Manufacturer’s facilities and, coordinating with the Equipment Manufacturer, the facilities of major subcontractors during the fabrication, manufacturing, assembly, and testing of equipment. This phase shall conclude at the shipment of the last RMM from any Equipment Manufacturer.

a. Quality Program

1. The Contractor shall review and critique the Equipment Manufacturer’s quality assurance and inspection programs and capabilities. The associated quality assurance documentation shall be reviewed for completeness and specification compliance. The Contractor shall ensure that the Equipment Manufacturer flows these same requirements down to its subcontractors.

2. During the review of the Equipment Manufacturer’s quality system, the production tooling, machinery and test equipment shall be inspected to confirm that it can produce components to the required quality standards.

In addition, the training, experience and ability of the Equipment Manufacturer’s work force to produce quality work shall be evaluated. The Contractor shall ensure that the Equipment Manufacturer flows these same requirements down to its subcontractors.

3. The Equipment Manufacturer’s in-process and final inspection programs shall be examined to ensure that proper production “hold points” are provided to permit confirmation of acceptable quality levels before work proceeds to the next stage. Hold points shall be inserted in the production schedule at areas that are about to become hidden. Inspection of in-process and completed components shall be provided. The Contractor shall ensure that the Equipment Manufacturer flows these same requirements down to its subcontractors.

3. The Equipment Manufacturer’s material handling procedures shall be reviewed to determine that they include acceptable procedures for material receiving, returning of defective items, material storage, material delivery at work sites, packaging and shipment of finished items, and unloading at delivery sites. The Contractor shall suggest changes to such material handling procedures if necessary to ensure

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Washington Metropolitan Area Transit Agency compliance with quality assurance requirements. The Contractor shall ensure that the Equipment Manufacturer flows these same requirements down to its subcontractors.

4. The Contractor shall verify the utilization of proper acceptance/rejection procedures and documents, including component status, identification, and discrepant component segregation. The Contract may be asked to validate the equipment manufacturers Materials Review Board (MRB) processes.

5. The Contractor shall review Equipment Manufacturer’s procedures, and require that they review their subontractors’ procedures including but not limited to, those in the following areas:

a. Data verification;

b. Material verification;

c. Fabrication and assembly processes;

d. Production testing;

e. Electrical requirements;

f. Component identification;

g. General workmanship;

h. Welding and brazing processes;

i. Documentation control;

j. Control of suppliers;

k. Receiving inspection;

l. Production and process control;

m. Functional testing;

n. Discrepancy control including segregation of discrepant materials;

o. Metrology and calibration / certification;

p. Drawing control;

q. Pre-shipment inspection; and

r. All other quality assurance procedures necessary to meet the requirements of the Equipment Manufacturer’s Contract.

a. Inspection

1. The Contractor shall provide full-time quality assurance inspectors at the following locations: (1) The Equipment Manufacturer’s facility, and (3) on-site at the Authority to witness testing, delivery, receiving and field modifications. The Equipment Manufacturers shall also allow the Contractor to have access to their subcontractors’ facilities where WMATA determines it is necessary. These quality assurance representatives shall provide in-plant inspection services, receiving inspection of subcontractors’ products at the Equipment Manufacturer’s facilities and shall witness and document production testing.

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2. Contractor may be asked to support Inspectors with additional staff on an as-required basis, who may be responsible for the following tasks:

a. Maintaining QA documentation;

b. Providing progress reports and special reports as required by the COTR;

c. Reviewing receiving inspection area and documents;

d. Reviewing production tooling and test equipment;

e. Inspecting and verifying the sub-assembly of new components including adherence to approved drawings, Equipment Manufacturer’s in-house specifications, as well as Association of American Railroads (AAR), FTA and Authority standards; and

f. Inspecting and verifying structural components to approved drawings, workmanship standards, welding, and dimensional standards.

3. The Contractor shall review the Equipment Manufacturer’s defective materials system and control documents, including its parts identification system. Material found to be non-conforming during any phase of the manufacturing process must be immediately identified, tagged and, segregated from compliant materials.

4.The Contractor shall conduct surveillance inspections of in-process assemblies and installations. Quality assurance representatives shall audit and monitor the Equipment Manufacturer’s. Welding and non-destructive testing (NDT) activities shall be reviewed by an American Welding Society (AWS) Certified Welding Inspector (CWI) or ASNT (American Society for Nondestructive Testing) level II NDT personnel, as appropriate. The Contractor shall review records of welding and NDT. The Contractor shall ensure that the Equipment Manufacturer flows these same requirements down to its subcontractors.

6. The Contractor shall review the Equipment Manufacturer’s inspection plans to ensure that all inspections are conducted using the latest approved revisions s of all applicable drawings and specifications. The Contractor shall ensure that the Equipment Manufacturer flows these same requirements down to its subcontractors.

4. The Contractor shall review the Equipment Manufacturer’s configuration management activities. The activities must address product identification, change control, configuration accountability and drawing status control.

5. The Contractor shall participate in discussions regarding modifications to the Equipment Manufacturer’s contract, with the goal of minimizing the

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Washington Metropolitan Area Transit Agency number of modifications after shipment of RMM from the Equipment Manufacturer’s facility.

6. The Contractor shall verify that all modification parts and materials are packaged as complete kits for installation and ensure their completeness before WMATA takes RMM out of service to perform any modifications.

The Contractor shall create and review a “kit list” to ensure inclusion of properly revised and approved drawings, installation instructions and maintenance manuals.

7. The Contractor shall also verify that the Authority’s spares in its warehouses or to be delivered by the Equipment Manufacturer are modified as specified and returned to the Authority’s stores. A qualified inspector shall visit major equipment subcontractors, if required by the Authority. A report outlining the findings and conclusions shall be submitted to the Authority for each visit.

a. Testing Supervision

1. The Contractor shall witness qualification, and acceptance testing of materials, subsystems and completed RMM at the Equipment Manufacturer’s plants. The Contractor shall review the Equipment Manufacturer’s test schedules to ensure that critical path items have sufficient time/schedule allowance to permit possible additional testing or re-testing. Test procedures shall be reviewed and approved to determine whether they comply with specification requirements and contain all pertinent information prior to the start of testing.

2. The Contractor shall monitor all testing to ensure that the latest revision of each procedure is used and that data sheets are legible and correctly filled out.

7. The Contractor shall review the Equipment Manufacturer’s test facilities, test instrumentation and calibration procedure to assure that satisfactory test results can be provided prior to the commencement of each test to be witnessed. The Contractor shall ensure that the Equipment Manufacturer flows these same requirements down to its subcontractors.

3. The Contractor shall examine the Equipment Manufacturer’s test areas for suitability and safety requirements as well as current certificates for all instrumentation. Each data sheet or test report shall be reviewed and either

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Washington Metropolitan Area Transit Agency approved (or rejected) based on compliance with the specification

4. Throughout the Equipment Manufacturer’s entire testing program, the

Contractor shall monitor failure data to determine if failures are random or if they demonstrate a trend indicating that a design deficiency may exist.

5. The Contractor shall provide its own testing reports to the Authority, where required. The Contractor may witness proof of design tests, the Equipment Manufacturer’s structural tests, truck tests, and lighting test as well as tests for the operation of any new or significantly modified major subsystems.

a. Final Assembly

1. The Equipment Manufacturer may perform final RMM assembly at a location that is different from the location where fabrication and initial assembly work was performed. If this situation should occur, the Contractor shall provide staff at the Equipment Manufacturer’s final? assembly facility to monitor the construction and testing.

2. The Contractor shall monitor on-site production testing activities including but not limited to testing for:

a. Wire continuity, megger and hi-potential insulation breakdown tests.;

b. Air leakage;

c. HVAC pipe purging;

d. Holding brake operations;

e. HVAC operations;

f. Doors;

g. Lighting;

h. Train line operation;

i. Communications equipment operation;

j. Water tightness;

k. Auxiliary Power System;

l. Cab Control;

m. Weighing Procedures;

n. Dimensions Check;

o. Cooling System Operation;

p. Event Recorder, alerter traction interlock and ATC operations; and

q. Air Brake System.

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3. After construction and testing at the Equipment Manufacturer’s facility, the RMM shall be prepared for shipment. The Contractor shall perform the following pre-shipping procedures, including but not limited to:

a. Verifying that all systems are operational;

b. Final inspection on 100% of the RMM;

c. Inspecting the documents and equipment to be shipped separately to the

Authority;

d. Reviewing in-plant record books and verifying implementation of all approved modifications, deviations and engineering changes;

e. Reviewing history books for content, correctness and legibility as well as specification compliance;

4. Once the above activities are successfully completed, the Contractor shall make a recommendation to release the RMM for shipment to the COTR.

8. ON-SITE INSPECTION AND ACCEPTANCE TESTING

The Contractor shall conduct on-site inspection and quality assurance (QA) activities at the Authority to include inbound inspections, static and track testing. This phase shall begin upon the RMM’s arrival and conclude when the last item is accepted by the

a. Inspection

1. When the RMM arrives at the Authority’s designated facility, the Contractor shall conduct a receiving inspection to document whether any damage has occurred during shipment, confirm that components arrived in proper condition that all electrical and mechanical, connections are correctly made and the RMM are ready for acceptance testing.

2. The Contractor shall provide a qualified test engineer to monitor all RMM functional testing. The test engineer shall review all adjustments, settings, test documentation, charts and data to verify compliance with the specifications, and provide a recommendation for acceptance by the

3. The Contractor shall review the Equipment Manufacturer’s Testing and

Commissioning (T&C) Plan including all test procedures and test reports.

4. The Contractor shall provide engineering and inspection oversite for the testing and commissioning of all equipment and sub-systems during each

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phase of the project development upon delivery to the Authority.

9. WARRANTY ADMINISTRATION

a. The Contractor shall assist in warranty administration and oversight after each RMM is accepted by the Authority. This phase shall end at the conclusion of the warranty period for the last RMM.

b.The Contractor shall be available during the warranty period to assist with technical requests, design defect concerns, reliability and maintainability issues, and outstanding correspondence items.

c. The Contractor shall provide recommendations to the Authority for administering warranty claims. During the warranty period, the Contractor shall assist with warranty administration by reviewing and developing proposed solutions recommending actions and applying remedies in discussions with the Equipment Manufacturer.

10. RISK MANAGEMENT

The Contractor shall provide engineering support and update the Authority’s Project Risk Management Plan to make sure that it provides a consistent method for managing risks and ensuring project success.

11. The Contractor shall provide systems integration support and expertise to the

J. DELIVERABLES

1. The Contractor shall write standard reports approved by the Authority and maintain records including, but not limited to the following:

a. Monthly project progress reports, including any inspection reports which may be requested to be provided as part of the monthly report or as stand-alone reports;

b. Reports explaining whether the Equipment Manufacturer has met the requirements for milestone billing;

c. Reports explaining extra work required from the Equipment Manufacturer and the justifications therefore;

d. On-site daily status reports;

e. Meeting minutes;

f. Internal Quality Control Program reports;

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g. Reports on whether the Equipment Manufacturer has met any DBE

2. .

3. The monthly progress reports shall include project summaries and document activities for that month as well as planned activities for the following month. The reports shall include open technical issues and statistics, correspondence, drawing submittals, CDRL submittals, engineering changes, and design, construction and testing progress.

4. The Contractor shall review project correspondence from the Equipment Manufacturer, prepare draft responses and provide recommendations to the COTR for Authority responses, as required. If further specialized knowledge or capability is required, the Contractor must consult with subject matters experts to verify the information provided by the Equipment Manufacturer and prepare drawings and sketches as required.

5. The Contractor shall provide technical reports including the results of design or technical reviews, cost analyses and industry surveys as assigned by the COTR.

Technical reviews include reviews of the Equipment Manufacturer’s drawings, test procedures and contract change proposals.

6. The Contractor shall prepare specific procedures (a Program Handbook) to be incorporated into a manual that shall be issued to the project team after the Authority’s approval. The manual shall include, but is not limited to the following topics:

a. Organizations: This section shall identify the organizations directly involved in the project and define the responsibilities of the key individuals in each organization.

b.Communications: This section shall identify the method for requesting technical and administrative data and engineering drawings. It will also establish responsibilities with respect to correspondence control, approvals and responses to schedule requests, and record keeping, including meeting agendas and minutes.

c. Engineering Data: This section shall describe how technical and cost analysis data shall be submitted, including information systems support needs.

d.Project Schedules and Reports: This section shall include the project’s master schedule. Project progress and milestones shall be recorded and maintained so that the Authority can accurately determine whether the Equipment Manufacturer is meeting schedule requirements. In addition, the Contractor shall suggest specific guidelines for determining whether the Equipment Manufacturer is

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Washington Metropolitan Area Transit Agency meeting schedule requirements while complying with all of the technical specifications for the RMM. Milestones shall be defined to measure quality, timeliness and budget.

K. STAFFING

a. The Contractor shall submit resumes of all personnel that are qualified under the disciplines listed below. Resumes shall include education, related experience, past projects completed, current projects at hand, work location (home office vs. field office vs. other) and willingness to travel. Submittals of resumes does not provide authorization for personnel to work on any tasks.

The negotiated task orders will list all personnel that are approved to work on the project. Personnel to be added to the task order will require written COTR approval prior to beginning work.

1.The Contractor shall have a sufficient supply of engineering and support staff to meet the Authority’s needs,and shall submit their resumes to demonstrate its capability and capacity to manage the Scope of Work.

2.Overtime (work week in excess of 40 hours) is not authorized without the COTR’s prior written authorization and approval.

3.The Contractor shall have its employees and agents approved for working on a task order attend safety training sessions, and shall observe the Authority’s safety procedures at all times while performing work in the system. The Contractor shall be responsible for attending safety training sessions at no cost to the Authority.

2. DISCIPLINES

The following list of staff disciplines is not final. Over this Contract’s period of performance, there may be a need for services from a discipline that is not listed below. Each description below encapsulates the minimum expertise required for each position. The Contractor shall provide detailed resumes demonstrating the candidate’s knowledge and experience to meet the needs and requirements outlined herein. Personnel must have a minimum of 5 years of experience in their discipline to be evaluated as acceptable, unless otherwise noted below.

Project Manager (PM) – Must have professional experience in transportation vehicle engineering, development, operations and procurement. The PM shall

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Washington Metropolitan Area Transit Agency be a seasoned manager with proven experience to effectively assemble, coordinate and direct the appropriate resources to accomplish the Contract work in a continuous and timely manner. The PM must have exceptional oral and written communications skills. The Project Manager shall have in-depth knowledge of rail car systems, including automatic train control (ATC), network and communications, propulsion, friction brakes, HVAC, car coupler, car body, passenger doors, trucks and auxiliary power. The project manager must have a Bachelor’s Degree in Engineering and a minimum of 10 years of project management or related experience.

Safety Engineer – Must have professional experience working in the field of systems safety, smoke and fire analysis, fire protection engineering and risk management in the mass transit industry. Background shall involve performing hazard analyses, design reviews and assessments, and writing safety management plans on rail related programs. The Safety Engineer must have direct experience in conducting failure mode and effects analyses (FMEA), fault tree analyses (FTAs), and operating and support hazard analyses (O&SHA). The Safety Engineer must have training and experience working on systems assurance applications, such as reliability engineering, maintainability, and quality assurance. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Risk Manager / Administrator – professional and educational experience in the field of risk management, risk analysis and risk mitigation. Must have in-depth knowledge of risks in vehicle engineering and railcar procurement. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Brake Engineer - professional and educational experience in the field of mechanical and electrical/electronic engineering, focusing on brake systems and brake system interface design, brake control logic software/hardware design, testing and evaluation in the mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Electrical Engineer – Bachelor’s degree in electrical engineering and _5-7__ years of professional experience, focusing on systems integration, instrumentation, signaling and lighting in the mass transit industry. Must have working knowledge of ATC, network and communications, propulsion, HVAC, passenger doors and auxiliary power systems.

Door System Engineer - professional and educational experience in the fields of mechanical and electrical/electronic engineering, focusing on door systems and door system interface design, and door control software/hardware design, testing and evaluation in the mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

FQ19196/RLJ 22 MARCH 5, 2019

Propulsion Engineer - professional and educational experience in mechanical and electrical/electronic engineering, focusing on electromagnetic compatibility (EMC), propulsion power circuits, propulsion control and propulsion system design, powertrain component design, testing and evaluation in the mass transit industry. Also, experience in diesel power combustion is required. Must have a Bachelor’s Degree in Engineering and a minimum of 5- 7 years of related experience.

HVAC Engineer - professional and educational experience in mechanical and electrical/electronic engineering, focusing on the design, materials selection, and development of specifications and drawings for electrical and heating, ventilation and air conditioning (HVAC) equipment and systems used in the mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Carbody Engineer – professional and educational experience in the field of mechanical and electrical/electronic engineering, focusing on carbody design, testing and evaluation for the structure and interior of railcars in the mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5- 7 years of related experience.

Truck Engineer – professional and educational experience in mechanical and electrical/electronic engineering, focusing on truck design, propulsion and suspension, testing and overall railcar knowledge in mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

ATC/Electronic Control System Engineer - professional and educational experience in electrical/electronic and communications engineering, focusing on design development, testing and operations of carborne electronic systems, including automatic train control (ATC) systems, in the mass transit industry.

Direct experience in conducting failure mode and effects analyses (FMEA), fault tree analyses and hazard analyses of these systems is a must. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Mechanical / Structural Engineer - professional and educational experience in mechanical and structural engineering, focusing on design, development, testing and operations of carborne mechanical systems, including propulsion, HVAC, truck frames, truck mounted equipment (i.e. gearboxes, axles), door operators and controls, car coupling, seating, carbodies and structural analysis in the mass transit industry. Must have working knowledge of mechanical system interconnections. Must have a Bachelor’s Degree in Engineering and a

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Vehicle Engineer - professional and educational experience in the engineering disciplines while working in all phases of the mass transit industry, including manufacturing, maintenance and operations. Must have a firm understanding of railcar systems such as brakes, doors, propulsion, ATC, HVAC, trucks, couplers, networks and communications. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Certified Welding Inspector - professional experience in the manufacturing welding processes utilized in the mass transit industry. Expert in both domestic and foreign welding procedures//classifications. Must have American Society for Welding Inspection certification.

Quality Assurance Inspector / Test Engineer - professional experience in the operation and maintenance of RMM with a background in production/assembly and facility inspection. Shall also have experience in the inspection and testing of RMM during all phases of fabrication and while undergoing qualification and/or acceptance testing. Inspection and testing work will be conducted on-site at the Authority’s and/or Equipment Manufacturer’s facilities and inspectors are required as qualified test observers. Must be familiar with the engineering disciplines and exhibit good oral and written communication skills.

Reporting activities and observations, as well as maintaining associated project files, shall be required. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Document Control - experience in engineering and contract document control functions, including managing the flow of documents and ensuring proper maintenance of contract files. Must have working knowledge of the Authority’s? Document Management System (DMS) used for documenting vehicle program files. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Software Engineer - professional and educational experience in software engineering in all phases of the mass transit industry, including design, manufacturing, maintenance, repair, overhaul and operations. Must have a firm understanding of railcar electro/mechanical components and working knowledge of the software systems used in the railcar industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Network Engineer - professional and educational experience in electrical/electronic and computer engineering, focusing on design, development, testing and operations of both hardware and software networking systems for transit applications. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

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Washington Metropolitan Area Transit Agency

System Integration Engineer – professional and educational experience in electrical/electronic and computer engineering, focusing on design and development techniques for linking together component subsystems into one system. Must have background with integration of all carborne electronic systems, including, but not limited to, automatic train control (ATC) systems, Wi-Fi, PA, radio, and VDMS, propulsion, friction brakes, auxiliary power, HVAC, passenger door, car coupler, network and communications systems within the mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Communications Engineer – professional and educational experience in electrical/electronic and communications engineering, focusing on design, development, integration and testing of transit related communications systems, including Wi-Fi, PA, radio, VDMS, and CCTV. Must have working knowledge of IP network architecture design within the mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Human (Ergonomics) Engineer – professional and educational experience in ergonomic engineering or related field, focusing on how the RMM’s design and system components interact with human physical and mental abilities for both passengers and operations/maintenance personnel. Must have firm understanding of system components within the mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Chemical Engineer – professional and educational experience in chemical engineering, focusing on corrosion issues impacting RMM, including structural, electrical/electronic and mechanical components. Must have firm understanding of system components within the mass transit industry. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Vehicle Dynamicist – professional and educational experience shall be in mechanical engineering or related field, focusing on classical vibrations and dynamics of structural systems using material strength and finite element analysis. Must have firm understanding of system components within the mass transit industry. Must also have experience in dynamic testing of RMM and system components. Must have a Bachelor’s Degree in Engineering and a

RAMS/Warranty Administrator – Professional and educational experience shall be in the field of warranty administration. Must have a firm understanding of warranty management as it relates to RMM, system components, testing, and commissioning and rail operation. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

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Technical and Manual Writer / Reviewer – Professional and educational experience in technical writing with an understanding of system components within the mass transit industry. Must have experience in reviewing and critiquing technical writing including manuals, drawings and technical documents. Must have a Bachelor’s Degree in Engineering and a minimum of 5-7 years of related experience.

Administrative Assistant – thorough knowledge of office management practices and procedures. Skills in both written and oral communication, thorough knowledge of word processing, spreadsheet and presentation programs.

Excellent interpersonal skills. Ability to organize, set priorities, manage workload, handle multiple responsibilities and meet deadlines.