ITB 2022-118 Willamette Pump Station Flygt Pumps 12.28.pdf

INVITATION TO BID

ITB # 2022-118

Willamette Pump Station: Flygt Pumps

ISSUE DATE: December 29, 2022

BID DUE DATE AND TIME

January 24, 2023 (2:00 PM, PST)

SUBMITTAL LOCATION:

Clackamas County Procurement Division https://oregonbuys.gov/bso/view/login/login.xhtml

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1.0 GENERAL

1.01 SCHEDULE OF EVENTS:

Invitation to Bid Issue Date ............................................................................. December 29, 2022 Protest of Specifications Deadline ....................................................................... January 5, 2023 Request for Clarification or Change Deadline ................................................... January 17, 2023 Bid Due Date and Time...................................................................................... January 24, 2023 Deadline for Protest of Award ................................................................ 7 calendar days after date on Notice of Award letter Anticipated Contract Begin Date ........................................................................... February 2023

This Schedule of Events is subject to change. Any changes will be made through the issuance of

Written Addenda.

1.02 ISSUING OFFICE:

Bidding Documents can be downloaded from OregonBuys at the following address:

https://oregonbuys.gov/bso/view/login/login.xhtml Document No. S-C01010-00005321 Prospective Bidders will need to sign in to download the information and that information will be accumulated for a Plan Holder's List. Prospective Bidders are responsible for obtaining any Addenda from Website listed above.

The Procurement Division of Clackamas County (“County”) is the issuing office and is the sole point of contact for this Invitation to Bid (“ITB”). All questions regarding this ITB should be directed to the Administrative Contact person identified below:

Name: Tralee Whitley Title: Procurement and Contract Analyst Email: TWhitley@clackamas.us

1.03 DEFINITIONS

As used in this ITB, the terms set forth below are defined as follows:

1. "Addenda" means an addition to, deletion from, a material change in, or general interest explanation of the ITB.

2. "Exhibits" means those documents which are attached to and incorporated as part of the ITB.

3. "Bid" means an offer, binding on the Bidder and submitted in response to an Invitation to Bid.

4. "Bidder" means an entity that submits a Bid in response to an ITB.

5. "Bid Due Date and Time" means the date and time specified in the ITB as the deadline for submitting Bids.

6. "Invitation to Bid" or “ITB” means a Solicitation Document for the solicitation of competitive, Written, signed and sealed Bids in which Specifications, price, and delivery (or project completion) are the predominant award criteria.

7. “LCRBR” means the Clackamas County Local Contract Review Board Rules found at:

https://www.clackamas.us/code

8. "Responsible" means an entity that demonstrates their ability to perform satisfactorily under a contract by meeting the applicable standards of responsibility outlined in LCRBR C-047-0500.

9. "Responsive" means a Bid that has substantially complied in all material respects with the criteria outlined in the ITB.

10. “Written or Writing” means letters, characters, and symbols inscribed on paper by hand, print, type, or other method of impression intended to represent or convey particular ideas or meanings.

https://oregonbuys.gov/bso/view/login/login.xhtml mailto:TWhitley@clackamas.us https://www.clackamas.us/code

2.0 INTRODUCTION AND BACKGROUND

2.01 INTRODUCTION:

Clackamas Water Environment Services (WES, District) is requesting bids for purchasing one new Flygt pump for the Willamette Pump Station. WES has standardized their pumps on Flygt N-Impeller Pumps by Xylem, therefore, no equals will be considered. Please see attached Brand Standardization letter. Willamette Pump Station is located at 1001 4th St., West Linn, OR 97068. Pumps shall be shipped to: Tri-City Water Resource Recovery Facility, 15941 S Agnes Ave, Oregon City, OR 97045 for storage. Coordinate pump delivery with project manager, Mike Rice, MRice@clackamas.us, cell

(971) 430-0386.

2.02 BACKGROUND:

WES replaced an existing Cornell pump at the Willamette Pump Station with a Xylem Flygt pump due to ongoing maintenance issues, ragging, with the Cornell pump. WES has plans to construct a new pump station with new pumps adjacent to the existing Willamette Pump Station in the next five years, but to allow for better redundancy and to further mitigate maintenance concerns in the interim, WES is replacing a second existing Cornell pump at the Willamete Pump Station with another Xylem Flygt pump which matches the previously installed Flygt pump. WES is a special district operating under ORS 190 Partnership that produces clean water and protects water quality for more than 190,000 people living and working in Clackamas County, Oregon. WES owns and operates five resource recovery facilities, 23 pumping stations and more than 350 miles of pipes. WES serves the Cities of Milwaukie, Happy Valley, Oregon City, West Linn, Gladstone, Johnson City, and unincorporated areas within Clackamas County.

3.0 SPECIFICATIONS / STATEMENT OF WORK

3.01 REQUIRED SPECIFICATIONS:

In order to qualify as a Responsive Bidder, the Bid needs to meet the required specifications per Exhibit A, attached and hereby incorporated by reference.

3.02 TERMS AND CONDITIONS:

Sample Contract: Submission of a Proposal in response to this ITB indicates Proposer’s willingness to enter into a contract containing substantially the same terms (including insurance requirements) of the sample contract identified below. No action or response to the sample contract is required under this ITB. This ITB and all supplemental information in response to this ITB will be a binding part of the final contract.

The applicable Sample Goods and Services Contract.

The following insurance requirements will be applicable.

Professional Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for damages caused by error, omission or negligent acts.

Commercial General Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for Bodily Injury and Property Damage.

Automobile Liability: combined single limit, or the equivalent, of not less than $500,000 per occurrence for Bodily Injury and Property Damage.

4.0 BIDDER QUALIFICATIONS

4.01 MINIMUM QUALIFICATIONS:

In order to qualify as a Responsive Bidder, the Bidder needs to meet the minimum qualifications below:

Supplier shall provide Flygt N-Impeller Pumps by Xylem as specified. No equals will be considered.

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5.0 REQUIRED SUBMITTALS

5.01 SUBMISSION OF BID AND QUANTITY:

Submit one (1) copy of the Bid by email to the address below. The Bid, must contain all of the required information and must have signatures on the required forms.

Submit Bids (including all required documents) by 2:00 PM PT to:

Late Bids will not be accepted.

5.02 REQUIRED SUBMITTALS:

It is the Bidder’s sole responsibility to submit information in fulfillment of the requirements of this ITB.

If pertinent information or required submittals are not included within the Bid, it may cause the Bid to be rejected.

Bidders should submit the following information:

• Description of how the goods or services offered specifically meet the required specifications described in Exhibit A.

• Detailed information about how the Bidder meets the minimum qualifications detailed in Section 4.

• Exhibit B, Certifications, fully completed.

• Exhibit C, Bid Price Form, fully completed.

6.0 EVALUATION AND AWARD

6.01 EVALUATION:

Bids will be evaluated to determine the lowest Responsive Responsible Bidder based upon the ITB, Exhibits and Addenda. County may engage in any of the processes identified in the applicable LCRBR to determine the Contract award.

6.02 BEST AND FINAL OFFER:

In accordance with LCRBR C-047-0261, the County may request best and final offers from those Bidders determined by County to be reasonably viable for contract award. However, County reserves the right to award a contract on the basis of initial bid received. Therefore, each bid should contain the Bidder’s best terms from a price and technical standpoint. Following evaluation of the best and final offers, County may select for final contract negotiations/execution the offers that are most advantageous to County, considering cost and the evaluation criteria in this ITB.

6.03 INTERGOVERNMENTAL COOPERATIVE PROCUREMENT STATEMENT:

Pursuant to ORS 279A and LCRBR, other public agencies shall have the ability to purchase the awarded goods and services from the awarded contractor(s) under terms and conditions of the resultant contract. Any such purchases shall be between the contractor and the participating public agency and shall not impact the contactor’s obligation to County. Any estimated purchase volumes listed herein do not include other public agencies and County makes no guarantee as to their participation. Any proposer, by written notification included with their proposal, may decline to extend the prices and terms of this solicitation to any and/or all other public agencies. County grants to any and all public serving governmental agencies, authorization to purchase equivalent services or products described

Rev 11/2016 Page | 2 herein at the same submitted unit bid price, but only with the consent of the contractor awarded the contract by the County.

6.04 INVESTIGATION OF REFERENCES:

County reserves the right to investigate and to consider the references and the past performance of any Bidder with respect to such things as its performance or provision of similar goods or services, compliance with specifications and contractual obligations, and its lawful payment of suppliers, subcontractors, and workers. County further reserves the right to consider past performance, historical information and facts, whether gained from the Bid, interviews, references, County or any other source.

County may postpone the award or execution of the Contract after the announcement of the notice of intent to award in order to complete its investigation.

7.0 INSTRUCTIONS TO BIDDERS

7.01 APPLICABLE STATUTES AND RULES:

This ITB is subject to the applicable provisions and requirements of the Oregon Revised Statutes, and the LCRBR.

7.02 MANUFACTURER’S NAMES AND APPROVED EQUIVALENT:

No equivalent substitutions for the identified brand name will be accepted.

7.03 REQUEST FOR CLARIFICATION OR CHANGE:

Requests for clarification or change of the ITB must be in Writing and received by the issuing office no later than the Request for Clarification or Change Deadline as specified in the Schedule of Events. Such requests for clarification or change must include the reason for the Bidder’s request. County Tech will consider all timely requests and, if acceptable to County, amend the ITB by issuing an Addendum. An Addendum will be posted on OregonBuys. Envelopes or e-mails containing requests should be clearly marked as a Request for Clarification or Change and include the ITB Number and Title.

7.04 PROTESTS OF THE BID/SPECIFICATIONS:

Protests must be in accordance with LCRBR C-047-0730. Protests of Specifications must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule of Events, or within three (3) business days of issuance of any addendum, at the Procurement Services Division address listed in Section 1 of this ITB. Protests may not be faxed. Protests of the ITB specifications must include the reason for the protest and any proposed changes to the requirements.

7.05 ADDENDA:

If any part of this ITB is changed, an addendum will be provided to Proposers that have provided an address to the Procurement Division for this procurement. It shall be Proposers responsibility to regularly check projects OregonBuys listing for any published Addenda or response to clarifying questions.

7.06 PREPARING AND SIGNATURE:

All Required Submittals must be Written and signed by an authorized representative with authority to bind the Bidder. Signature certifies that the Bidder has read, fully understands, and agrees to be bound by the ITB and all Exhibits and Addenda to the ITB.

7.07 PUBLIC RECORD:

Upon completion of the ITB process, information in your Bid will become subject records under the Oregon Public Records Law. Only those items considered a “trade secret” under ORS 192.501(2), may

Rev 11/2016 Page | 3 be exempt from disclosure. If a Bid contains what the Bidder considers a “trade secret” the Bidder must mark each sheet of information as such. Only bona fide trade secrets may be exempt and only if public interest does not require disclosure.

7.08 MODIFICATION:

Prior to submittal, Bidders should initial modifications or erasures in ink by the person signing the Bid.

After submittal but prior to the Bid Due Date and Time, Bids may be modified by submitting a Written notice indicating the modifications and a statement that the modification amends and supersedes the prior Bid. After the Bid Due Date and Time, Bidders may not modify their Bid.

7.09 WITHDRAWLS:

A Bidder may withdraw their Bid by submitting a Written notice to the issuing office identified in this ITB prior to the Bid Due Date and Time. The Written notice must be on the Bidder’s letterhead and signed by an authorized representative of the Bidder. The Bidder, or authorized representative of the Bidder, may also withdraw their Bid in person prior to the Bid Due Date and Time, upon presentation of appropriate identification and evidence of authority to withdraw the Bid satisfactory to County.

7.10 LATE SUBMITTALS:

Bids and Written notices of modification or withdrawal must be received no later than the Bid Due Date and Time. County may not accept or consider late Bids, modifications, or withdrawals except as permitted in LCRBR C-047-0330(6).

7.11 BID OPENING:

Bids will be opened immediately following the Bid Due Date and Time at the Submittal Location.

Bidder may attend the Bid opening. Only the names of the Bidders submitting Bids and base bid price will be announced. No other information regarding the content of the Bids will be available. The base bid results will be posted to OregonBuys.

7.12 BIDS ARE OFFERS:

The Bid is the Bidder’s offer to enter into a contract pursuant to the terms and conditions specified in the ITB, its Exhibits, and Addenda. The offer is binding on the Bidder for one hundred twenty (120) days. County’s award of the Contract constitutes acceptance of the offer and binds the Bidder. The Bid must be a complete offer and fully Responsive to the ITB.

7.13 CONTINGENT BIDS:

Bidder shall not make its Bid contingent upon County’s acceptance of specifications or contract terms that conflict with or are in addition to those in the ITB, its Exhibits, or Addenda.

7.14 RIGHT TO REJECT:

County may reject, in whole or in part, any Bid not in compliance with the ITB, Exhibits, or Addenda, if upon County’s Written finding that it is in the public interest to do so. County may reject all Bids for good cause, if upon County’s Written finding that it is in the public interest to do so. Notification of rejection of all Bids, along with the good cause justification and finding of public interest, will be sent to all who submitted a Bid.

7.15 AWARDS:

County reserves the right to make award(s) by individual item, group of items, all or none, or any combination thereof. County reserves the right to delete any item from the award when deemed to be in the best interest of County.

7.16 LEGAL SUFFICIENCY REVIEW:

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Prior to execution of any Contract resulting from this ITB, the Contract may be reviewed for legal sufficiency by a qualified attorney for County pursuant to the applicable Oregon Revised Statutes and County Policy. Legal sufficiency review may result in changes to the terms and conditions specified in the ITB, Exhibits, and Addenda.

7.17 BID RESULTS:

A notice of intent to award containing the Bid results will be issued to all Bidders and posted to OregonBuys. The Bid file will be available for Bidder’s review during the protest period at the Procurement Division. Bidders must make an appointment with the issuing office to view the Bid file.

After the protest period, the file will be available by making a Public Records Request to County through the Procurement Division.

7.18 BID PREPARATION COST:

County is not liable for costs incurred by the Bidder during the ITB process.

7.19 BID CANCELLATION:

If an ITB is cancelled prior to the Bid Due Date and Time, all Bids that may have already been received will be returned to the Bidders. If an ITB is cancelled after the Bid Due Date and Time or all Bids are rejected, the Bids received will be retained and become part of County’s permanent Bid file.

7.20 COLLUSION:

By responding, the Proposer states that the proposal is not made in connection with any competing Proposer submitting a separate response to the ITB, and is in all aspects fair and without collusion or fraud. Proposer also certifies that no officer, agent, elected official, or employee of County has a pecuniary interest in this Proposal.

7.21 NONDISCRIMINATION;

The successful proposer agrees that, in performing the work called for by this ITB and in securing and supplying materials, contractor will not discriminate against any person on the basis of race, color, religious creed, political ideas, sex, age, marital status, sexual orientation, gender identity, veteran status, physical or mental handicap, national origin or ancestry, or any other class protected by applicable law.

7.22 PROTEST OF CONTRACTOR SELECTION, CONTRACT AWARD:

An eligible Bidder who feels adversely affected or aggrieved may submit a protest within seven (7) calendar days after County issues a notice of intent to award a Contract. The protest must be clearly identified as a protest, identify the type and nature of the protest, and include the ITB number and title.

The rules governing protests are at LCRBR C-047-0740.

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EXHIBIT A

REQUIRED SPECIFICATIONS

Remainder of this page left intentionally blank

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EXHIBIT B - CERTIFICATIONS

ITB #2022-118

By signature on this certification the undersigned certifies that they are authorized to act on behalf of the Bidder and that under penalty of perjury the undersigned will comply with the following:

SECTION I. OREGON TAX LAWS

The undersigned hereby certifies under penalty of perjury that the undersigned is authorized to act on behalf of Bidder and that Bidder is, to the best of the undersigned’s knowledge, not in violation of any Oregon Tax Laws.

For purposes of this certification, “Oregon Tax Laws” means a state tax imposed by ORS 320.005 to

320.150 and 403.200 to 403.250 and ORS chapters 118, 314, 316, 317, 318, 321 and 323 and 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.

SECTION II. AFFIRMATIVE ACTION

The undersigned hereby certifies that they have not discriminated against Minority, Women or Emerging Small Business Enterprises in obtaining any required subcontracts, pursuant to ORS 279A110.

SECTION III. COMPLIANCE WITH SOLICITATION

The undersigned agrees and certifies that they:

1. Have read, fully understands and agrees to be bound by the Invitation to Bid and all Exhibits and Addenda to the Invitation to Bid;

2. Are an authorized representative of the Bidder, that the information provided is true and accurate, and that providing incorrect or incomplete information may be cause for rejection of the Bid or Contract termination;

3. Will use recyclable products, unless prohibited in this ITB, to the maximum extent economically feasible in the performance of a contract if awarded.

4. Will furnish the designated item(s) and/or service(s) in accordance with the Invitation to Bid and the

Contract; and

Resident Bidder, as defined in ORS 279A.120: Oregon Business Registry #:_________________________ Non-Resident Bidder, Resident State: _______________________________________________________

Company Legal Business Name (No DBA/ABN):____________________________________________________

Authorized Signature:__________________________ Date:_______________________________________

Name (Type or Print):__________________________ Telephone:(____)_____________________________

Title:_______________________________________ Email:______________________________________

Address, City, State, Zip:_____________________________________________________________________

Oregon CCB# (if applicable):____________________ Business Designation (check one):

Corporation Partnership LLC Sole Proprietorship Non-Profit Minority Owned Women Owned Emerging Small Business

Oregon MWESB Certification Number:_______________________ Self-Identified Minority, Women or Emerging Small Business: Yes No

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EXHIBIT C - BID PRICE FORM

ITB #2022-118

Bid pricing response must be FOB Destination and include all taxes, tariffs, and delivery costs.

Delivery Location:

Tri-City Water Resource Recovery Facility, 15941 S Agnes Ave, Oregon City, OR 97045

ITB:2022-118 Date:

FOR THE LUMP SUM TOTAL: $

[FEE/COST SCHEDULE IF APPLICABLE]

Delivery Time after Receipt of Purchase Order:

Company: _____________________________________________________________________

Address, City, State, Zip: _________________________________________________________

Contact Name: Telephone:________________________________________________________

Contact Title:___________________________ Email: _____________________________

By:______________________________________ Title:_______________________________ (Authorized Signature)

SPECIFICATIONS

WILLAMETTE PUMP STATION –

PUMP PROCUREMENT

FOR

Clackamas Water Environment Services Volume 1 of 1

December 2022

Water Environment Services 150 Beavercreek Rd Oregon City, OR 97045

Pump Station Rehabilitation and Upgrades Project Table of Contents Willamette Pump Station Pump Procurement 00 01 10 - 1

SECTION 00 01 10 – TABLE OF CONTENTS

FOR

PUMP STATION REHABILITATION AND UPGRADES - WILLAMETTE PUMP STATION PUMP

PROCUREMENT PROJECT

Section Title Page

TECHNICAL SPECIFICATIONS

Division 01 - General Requirements 01 33 00 Submittal Procedures 1-10

Division 02 Through 42

NOT USED

Division 43 – Process Gas and Liquid Handling 43 21 00 Liquid Pumps 1-7 43 21 39 Submersible Liquid Pumps 1-12

END OF SECTION

Pump Station Rehabilitation and Upgrades Project Submittal Procedures Willamette Pump Station Pump Procurement 01 33 00 - 1

SECTION 01 33 00

SUBMITTAL PROCEDURES

PART 1 GENERAL

1.1 SUMMARY

A. This Section contains administrative and procedural requirements for submittals for review, information, and for Project closeout.

B. Section includes:

1. Schedule of Submittals.

2. Submittal requirements.

3. Submittal procedures.

4. Engineer review.

5. Resubmittal procedures.

6. Product data.

7. Shop Drawings.

8. Samples.

9. Design data.

10. Test reports.

11. Certificates.

12. Manufacturer's instructions.

13. Manufacturer's field reports.

14. Operation and maintenance (O&M) instructions.

1.2 DEFINITIONS

A. Action Submittals: Written and graphic information and physical samples that require Engineer's responsive action.

B. Informational Submittals: Written and graphic information and physical Samples that do not require Engineer's responsive action. Submittals may be rejected for not complying with requirements.

1.3 SCHEDULE OF SUBMITTALS

A. Within 10 days after the Effective Date of the Contract, Contractor shall submit to Engineer a preliminary Schedule of Submittals, including proposed list of major products proposed for use, with specification section reference, name of manufacturer, supplier, trade name, subcontractor and model number of each product. Provide a schedule of specific target dates for the submission and return of submittals and shop drawings required by the Contract Documents.

Willamette Pump Station Pump Procurement 01 33 00 - 2

B. For products specified only by reference standards, indicate manufacturer, trade name, model or catalog designation, and reference standards.

C. The list and schedule shall be updated and resubmitted when requested by the Engineer.

D. Contractor’s Schedule of Submittals will be acceptable to the Engineer if it provides a workable arrangement for reviewing and processing the required submittals.

1.4 SHOP DRAWING AND SAMPLE SUBMITTAL REQUIREMENTS

A. Before submitting a Shop Drawing or Sample, Contractor shall have:

1. reviewed and coordinated the Shop Drawing or Sample with other Shop Drawings and Samples and with the requirements of the Work and the Contract Documents;

2. determined and verified all field measurements, quantities, dimensions, specified performance and design criteria, installation requirements, materials, catalog numbers, and similar information with respect thereto;

3. determined and verified the suitability of all materials and equipment offered with respect to the indicated application, fabrication, shipping, handling, storage, assembly, and installation pertaining to the performance of the Work; and

4. determined and verified all information relative to Contractor’s responsibilities for means, methods, techniques, sequences, and procedures of construction, and safety precautions and programs incident thereto.

B. Each submittal shall bear a stamp or specific written certification that Contractor has satisfied Contractor’s obligations under the Contract Documents with respect to Contractor’s review of that submittal, and that Contractor approves the submittal.

C. With each submittal, Contractor shall give Engineer specific written notice of any variations that the Shop Drawing or Sample may have from the requirements of the Contract Documents. This notice shall be set forth in a written communication separate from the Shop Drawings or Sample submittal; and, in addition, in the case of Shop Drawings by a specific notation made on each Shop Drawing submitted to Engineer for review of each such variation.

1.5 SUBMITTAL PROCEDURES

A. Contractor shall submit Shop Drawings and Samples to Engineer for review in accordance with the accepted Schedule of Submittals.

B. Transmit each submittal with Engineer-accepted transmittal form certifying compliance with requirements of Contract Documents.

Willamette Pump Station Pump Procurement 01 33 00 - 3

C. Sequentially number transmittal forms. Mark transmittal forms for resubmittals with original number and sequential alphabetic suffix.

D. Show each Submittal with the following numbering and tracking system:

1. Submittals shall be numbered according to specification section. For example, the first product submittal for Section 055000 would be “055000-1”. Resubmittals of that submittal would be “055000-1.1”, followed by “055000-1.2”, and so on. The second product submittal for that Section would be “055000-2”.

2. Submittals containing product information from multiple sections of the specifications will not be reviewed. Contractor and/or their supplier shall divide submittals in a manner that meets the numbering and tracking system requirements stated herein.

3. Alternative method of numbering may be used if acceptable to Engineer.

E. Identify: Project, Contractor, subcontractor and supplier, pertinent drawing and detail number, and specification Section number appropriate to submittal.

F. Apply Contractor's stamp, signed or initialed, certifying that review, approval, verification of products required, field dimensions, adjacent construction Work, and coordination of information is according to requirements of the Work and Contract Documents.

G. Coordinate submission of related items.

1. All shop drawings for interrelated items shall be scheduled for submission at the same time.

2. The Engineer may hold shop drawings in cases where partial submission cannot be reviewed until the complete submission has been received or where shop drawings cannot be reviewed until correlated items affected by them have been received.

When such shop drawings are held, the Engineer will advise the Contractor in writing that the shop drawing submitted will not be reviewed until shop drawings for all related items have been received.

H. When hard copies of submittals are provided by the Contractor, six (6) copies of all materials shall be provided to the Engineer. Two (2) copies of reviewed submittals will be kept by the Engineer, two (2) copies of reviewed submittals will be transmitted to the Owner, and two (2) copies of reviewed submittals will be returned to the Contractor. If the Contractor requests that more than two (2) copies of the reviewed submittal be returned, then the Contractor shall submit the appropriate quantity of submittals.

Willamette Pump Station Pump Procurement 01 33 00 - 4

I. When electronic transmittals of submittals are provided by the Contractor under established protocols described elsewhere in the Contract Documents or as jointly developed by the Owner, Engineer and Contractor, provide electronic submittals in portable document format (PDF) in addition to the source document format (Word, Excel, AutoCAD, etc.). Reviewed submittals will be returned to the Contractor as PDF electronic files.

J. For each submittal for review, allow not less than fourteen (14) days for Engineer review, excluding delivery time to and from Contractor.

K. Identify variations in Contract Documents and product or system limitations that may be detrimental to successful performance of completed Work.

L. Allow space on submittals for Contractor and Engineer review stamps or comments.

M. When revised for resubmission, the Contractor shall identify changes made since previous submission. A narrative of changes shall be provided, and shop drawings or calculations shall indicate that a revision was made.

N. Distribute copies of reviewed submittals as appropriate. Instruct parties to promptly report inability to comply with review comments.

O. Submittals not requested will not be recognized nor processed.

P. Incomplete Submittals: Engineer will not review. Complete submittals for each item are required. Delays resulting from incomplete submittals are not the responsibility of Engineer.

1.6 ENGINEER REVIEW

A. Informational submittals and other similar data are for Engineer's information, do not require Engineer's responsive action, and will not be reviewed or returned with comment.

B. The Engineer’s review of submittals and shop drawings is not a check of any dimension or quantity and will not relieve the Contractor from responsibility for errors of any sort in the submittals and shop drawings.

C. Submittals made by Contractor that are not required by Contract Documents may be returned without action.

D. The Engineer will review the submitted data and shop drawings and return to the Contractor with notations thereon indicating "No Exception Taken", "Make Corrections Noted", "Rejected", "Revise and Resubmit", or "Submit Specified Item".

Willamette Pump Station Pump Procurement 01 33 00 - 5

E. If more than two (2) submissions of an item are required to meet the Project specifications, Contractor shall be responsible for Engineer’s charges to Owner for its review time, and Owner may impose a set-off against payments due to Contractor to secure reimbursement for such charges, unless the need for such change is beyond the control of Contractor.

F. Engineer will provide timely review of Shop Drawings and Samples in accordance with the Schedule of Submittals acceptable to Engineer. Engineer’s review will be only to determine if the items covered by the submittals will, after installation or incorporation in the Work, conform to the information given in the Contract Documents and be compatible with the design concept of the completed Project as a functioning whole as indicated by the Contract Documents.

G. Engineer’s review will not extend to means, methods, techniques, sequences, or procedures of construction or to safety precautions or programs incident thereto.

H. Engineer’s review of a separate item as such will not indicate approval of the assembly in which the item functions.

I. Engineer’s review of a Shop Drawing or Sample shall not relieve Contractor from responsibility for any variation from the requirements of the Contract Documents unless Contractor has complied with the requirements of Paragraph 1.4.C and Engineer has given written acceptance of each such variation by specific written notation thereof incorporated in or accompanying the Shop Drawing or Sample. Engineer will document any such accepted variation from the requirements of the Contract Documents in a Field Order.

J. Engineer’s review of a Shop Drawing or Sample shall not relieve Contractor from responsibility for complying with the requirements of Paragraph 1.4 A. and B.

K. Engineer’s review of a Shop Drawing or Sample, or of a variation from the requirements of the Contract Documents, shall not, under any circumstances, change the Contract Times or Contract Price, unless such changes are included in a Change Order.

L. Neither Engineer’s receipt, review, return of a Shop Drawing, Sample, or other submittal shall result in such item becoming a Contract Document.

1.7 RESUBMITTAL PROCEDURES

A. Contractor shall make corrections required by Engineer and shall return the required number of corrected copies of Shop Drawings and submit, as required, new Samples for review. Contractor shall direct specific attention in writing to revisions other than the corrections called for by Engineer on previous submittals.

B. Contractor shall furnish required submittals with sufficient information and accuracy to obtain required review of an item with no more than two submittals. Engineer will

Willamette Pump Station Pump Procurement 01 33 00 - 6 record Engineer’s time for reviewing a third or subsequent submittal of a Shop Drawings, sample, or other item requiring review, and Contractor shall be responsible for Engineer’s charges to Owner for such time. Owner may impose a set-off against payments due to Contractor to secure reimbursement for such charges.

C. If Contractor requests a change of a previously reviewed submittal item, Contractor shall be responsible for Engineer’s charges to Owner for its review time, and Owner may impose a set-off against payments due to Contractor to secure reimbursement for such charges, unless the need for such change is beyond the control of Contractor.

PART 2 PRODUCTS

2.1 PRODUCT DATA

A. Product Data: Action Submittal: Submit to Engineer for review for assessing conformance with information given and design concept expressed in Contract Documents. Submitted data shall be sufficient in detail for determination of compliance with the Contract Documents.

B. Mark each copy to identify applicable products, models, options, and other data.

Supplement manufacturers' standard data to provide information specific to this Project.

1. Note submittal will be returned to Contractor without review of submittal if products, models, options and other data are not clearly marked or identified.

C. Indicate product utility and electrical characteristics, utility connection requirements, and location of utility outlets for service for functional equipment and appliances.

2.2 SHOP DRAWINGS

A. Shop Drawings: Action Submittal: Submit to Engineer for assessing conformance with information given and design concept expressed in Contract Documents.

B. Indicate special utility and electrical characteristics, utility connection requirements, and location of utility outlets for service for functional equipment and appliances.

C. When required by individual Specification Sections, provide Shop Drawings signed and sealed by a professional Engineer licensed in the state of Project responsible for designing components shown on Shop Drawings.

1. Include signed and sealed calculations to support design.

2. Submit Shop Drawings and calculations in form suitable for submission to and approval by authorities having jurisdiction.

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3. Make revisions and provide additional information when required by authorities having jurisdiction.

D. All dimensioned shop drawings shall be scalable and provided as full-sized (22” x 34”) sheets. PDF electronic files shall print as scalable full-sized sheets.

E. After review, produce copies and distribute according to Paragraph 1.5.M and for record documents.

2.3 DESIGN DATA

A. Informational Submittal: Submit data for Engineer's knowledge as Contract administrator or for Owner.

B. Submit information for assessing conformance with information given and design concept expressed in Contract Documents.

2.4 TEST REPORTS

A. Informational Submittal: Submit reports for Engineer's knowledge and records as Contract administrator or for Owner.

B. Submit test reports for information for assessing conformance with information given and design concept expressed in Contract Documents.

2.5 CERTIFICATES

A. Informational Submittal: Submit certification by manufacturer, installation/application Subcontractor, or Contractor to Engineer, in quantities specified for Product Data.

B. Indicate material or product conforms to or exceeds specified requirements. Submit supporting reference data, affidavits, and certifications as appropriate.

C. Certificates may be recent or previous test results on material or product but must be acceptable to Engineer.

2.6 MANUFACTURER'S INSTRUCTIONS

A. Informational Submittal: Submit manufacturer's installation instructions for Engineer's knowledge as Contract administrator or for Owner.

B. Submit printed instructions for delivery, storage, assembly, installation, startup, adjusting, and finishing, to Engineer in quantities specified for Product Data.

C. Indicate special procedures, perimeter conditions requiring special attention, and special environmental criteria required for application or installation.

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2.7 MANUFACTURER'S FIELD REPORTS

A. Informational Submittal: Submit reports for Engineer's knowledge and records as Contract administrator or for Owner.

B. Submit report within 48 hours of observation to Engineer for information.

C. Submit reports for information for assessing conformance with information given and design concept expressed in Contract Documents.

2.8 OPERATION AND MAINTENANCE (O&M) INSTRUCTIONS

A. Submit preliminary O&M materials for review by Engineer. The equipment manufacturer may furnish instruction manuals prepared specifically for the equipment furnished or standard manuals may be used if statements like "if your equipment has this accessory..." or listings of equipment not furnished are eliminated. O&M materials will be returned to the Contractor for resubmittal if the O&M materials do not clearly indicate what specific equipment was furnished and all items not provided being clearly crossed out. Poorly reproduced copies are not acceptable. Operation and maintenance instructions shall contain the following as a minimum:

1. Reviewed shop drawings and submittal data;

2. Model, type, size and serial numbers of equipment furnished;

3. Equipment and driver nameplate data;

4. List of parts showing replacement numbers;

5. Recommended list of spare parts;

6. Complete operating instructions including start-up, shutdown, adjustments, cleaning, etc.;

7. Maintenance and repair requirements including frequency and detailed instructions; and

8. Name, address and phone numbers of local representative and authorized repair service.

B. Following review of the preliminary O&M materials by the Engineer and before acceptance of the Work, submit four (4) copies of complete final operation and maintenance instructions for all equipment supplied. Submit items in 8-1/2 x 11-inch heavy-duty three-ring binders when appropriate, or in 8-1/2 x 11-inch file folders. All binders and folders shall have clear plastic pockets on the front of the cover and the spine to allow for insertion of identifying information.

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PART 3 EXECUTION - Not Used

Pump Station Rehabilitation and Upgrades Project Liquid Pumps Willamette Pump Station Pump Procurement 43 21 00 - 1

SECTION 43 21 00 - LIQUID PUMPS

PART 1 GENERAL

1.1 SUMMARY

A. The provisions of this Section shall apply to all pumps and pumping equipment except where otherwise indicated.

B. Where two or more pump systems of the same type or size are required, all pumps shall all be produced by the same manufacturer.

C. Provide all labor, equipment and materials and perform all operations in connection with the installation and testing of pumps selected by the OWNER.

D. Coordinate and utilize all factory testing, installation, start-up and field-testing services supplied in conjunction with the pumping equipment.

E. All work performed under this Section shall be in accordance with all approved trade practices and manufacturer's recommendations.

F. Section includes:

1. General design requirements for liquid pumps.

2. Factory testing.

G. Related Requirements:

1. Section 43 21 39 - Submersible Liquid Pumps.

1.2 SUBMITTALS

A. Section 01 33 00, Submittal Procedures: Requirements for submittals.

B. Shop Drawings: Provide the following information:

1. Pump name, identification number and applicable Section number from Project specifications.

2. Performance Data Curves:

a. Showing head, capacity, horsepower demand, NPSH required and pump efficiency over the entire operating range of the pump.

b. Pump manufacturer shall indicate separately the head, capacity, horsepower demand, overall efficiency and minimum submergence required at the design

Willamette Pump Station Pump Procurement 43 21 00 - 2 flow conditions and the maximum and minimum flow conditions. Indicate on the pump curve the Allowable Operating Region (AOR), Preferred Operation Region (POR), and minimum submergence required at maximum flow for submersible pumps.

c. A family of performance curves at intervals no greater than 100 rpm from specified minimum speed to maximum speed shall be provided for each pump equipped with a variable speed drive.

3. The limits on the performance curves recommended for stable operation without surge, cavitation, or excessive vibration.

4. Assembly and Installation Drawings: Including shaft size, seal, coupling, bearings, anchor bolt plan, part nomenclature, material list, outline dimensions, and shipping weights.

C. Complete motor nameplate data as defined by NEMA, motor manufacturer and any motor modifications.

D. Operation and Maintenance Manual: Containing the required information for each pump section.

E. Spare Parts List: Containing the required information for each pump section.

F. Factory Test Data: Signed, dated and certified for each pump system which requires factory testing submitted before shipment of equipment.

G. Certifications:

1. Manufacturer’s certification of proper installation.

2. CONTRACTOR’s certification of satisfactory field testing.

H. Pump motor information.

PART 2 PRODUCTS

2.1 GENERAL

A. Materials and equipment shall be standard products of a manufacturer and distributor regularly engaged in the manufacture and distribution of such products for at least 2 (two) years and shall be suitable for the service intended.

B. All materials and equipment shall be new and unused except for the testing specified herein.

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C. Compliance with the requirements of the individual pump sections may necessitate modifications to the manufacturer’s standard equipment.

D. All centrifugal pumps shall have a continuously rising performance curve. In no case shall the required horsepower at any point on the performance curve exceed the rated horsepower of the motor or engine or encroach on the service factor.

E. All components of each pump system provided under the pump sections shall be entirely compatible. Each unit of pumping equipment shall incorporate all basic mechanisms, couplings, electric motors or engine drives, variable speed controls, necessary mountings and appurtenances.

F. The pumps shall be supplied by a distributor authorized to service them throughout the warranty period and beyond. The distributor shall be located within a 100-mile radius of the site.

G. The pumps shall be warranted by the manufacturer as specified in Section 43 21 39.

H. The pumping units shall all be supplied by one manufacturer and shall be complete including pumps, motors, suction cans, baseplates, couplings, guards and other accessories.

I. The complete pump assembly shall be designed and built for continuous service at any and all points within the specified range of operation, without overheating, without damaging cavitation, and without excessive vibration or noise.

2.2 MATERIALS

A. All materials shall be suitable for the intended application; materials not specified shall be high-grade, standard commercial quality, free from all defects and imperfection that might affect the serviceability of the product for the purpose for which it is intended, and shall conform to the following requirements:

1. Cast iron pump casings and bowls shall be of close-grained gray cast iron, conforming to ASTM A 48 - Gray Iron Casings, Class 30, or equal.

2. Stainless steel pump shafts shall be Type 416 or 316.

3. Miscellaneous stainless steel shall be of Type 316, except in a septic environment.

4. Anchor bolts, washers and nuts shall be Type 316 stainless steel, Class 2; ASTM A193 for bolts; ASTM A194 for nuts.

5. Where stainless steel bolts are in contact with dissimilar metals, glass epoxy insulating sleeves and washers shall be used to electrically isolate the bolts.

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2.3 PUMP COMPONENTS, GENERAL

A. Flanges: Suction and discharge flanges shall conform to ANSI/ASME B16.1 - Cast Iron Pipe Flanges and Flanged Fittings, Class 12, 125, 250, and 800 or B16.5 - Flanges and Flanged Fittings dimensions. Pressure class shall be suitable for the application or as otherwise recommended by the pump manufacturer.

B. Gaskets:

1. Full faced, composed of synthetic rubber and 1/8-inch thick conforming to ASME B21.1 and AWWA C111.

2. Ring gaskets will be permitted only where specifically noted in the Drawings and Specifications.

3. Gaskets for flanged joints shall be as follows:

a. All pipe sizes with service pressures of 150 psi or less shall be Garlock Style 22.

C. Flange Bolts:

1. See paragraph 2.2A for flange bolt materials.

D. Pumps for sewage, sludge, and other process fluids shall be grease lubricated or as indicated.

E. Handholes: Handholes on pump casings shall be shaped to follow the contours of the casing to avoid any obstructions in the water passage.

2.4 PUMP APPURTENANCES

A. Nameplates: Each pump shall be equipped with a stainless steel nameplate indicating serial numbers, rated head and flow, impeller size, pump motor speed and manufacturer’s name and model number.

B. See Section 43 21 39 for additional requirements.

2.5 FACTORY TESTING

A. The following tests shall be conducted on each indicated pump system using the complete pump system to be furnished, including the motor:

1. Performance Tests: All centrifugal pump systems 50 hp and larger shall be tested at the pump factory in accordance with the Rotodynamic Pumps for Hydraulic Performance Acceptance Tests standards (ANSI/HI 14.6) as approved by ANSI and published by the Hydraulic Institute.

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2. Pump vibration analysis and measurement in accordance with the Hydraulic Institute Standards Section 9.6.4 at a minimum of four pumping conditions defined by the ENGINEER. The maximum allowable amplitude of vibration will be 0.34 in/sec.

B. The following minimum test data shall be submitted:

1. Hydrostatic test data.

2. A minimum of five hydraulic test readings between shutoff head and 25 percent beyond the maximum indicated capacity, recorded on data sheets as defined by the Hydraulic Institute.

3. Pump curves showing head, flow, bhp, and efficiency.

4. Certification that the pump horsepower demand did not exceed the rated motor hp beyond the 1.0 service rating at any point on the curve.

5. Pump test data curves showing head, flowrate, bhp, and efficiency. Acceptance level shall be Grade 2B as defined by ANSI/HI 14.6.

6. Provide written proof of vibration readings and provide test data.

7. Factory Witnessed Tests: Factory witnessed testing for this project is not required.

8. Acceptance: In the event of failure of any pump to meet any of the requirements, the CONTRACTOR and Pump Manufacturer shall make all necessary modifications, repairs or replacements to conform to the requirements of the Contract Documents and the pump shall be retested at no additional cost to the OWNER until found satisfactory.

PART 3 EXECUTION

3.1 SERVICES OF PUMP MANUFACTURER

A. An authorized service representative of the manufacturer shall visit the Site to continuously witness the following and to certify in writing that the equipment and controls have been properly installed, aligned, lubricated, adjusted and readied for operation:

1. Installation of the equipment.

2. Inspection, checking and adjusting the equipment.

3. Startup and field testing for proper operation.

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4. Performing field adjustments to ensure that the equipment installation and operation comply with requirements.

5. Requirements are more specifically detailed herein and in individual pump specifications.

B. Instruction of the OWNER’s Personnel:

1. An authorized training representative of the manufacturer shall visit the Site to instruct the OWNER’s personnel in the operation and maintenance of the equipment, including step-by-step troubleshooting with necessary test equipment.

2. Instructions shall be specific to the models of equipment provided.

3. The pump manufacturer’s representative shall have at least two years’ experience in training.

4. Training shall be scheduled a minimum of three weeks in advance of the first session.

5. Proposed training material and a detailed outline of each lesson shall be submitted for review and OWNER’s approval. Comments shall be incorporated into the material.

6. The training materials…