ITB 2025-55 Transformer final.pdf

INVITATION TO BID

ITB # 2025-55

Tri-City IPS Expansion – Transformer

ISSUE DATE: June 10, 2025

Tralee Whitley Procurement Analyst

BID DUE DATE AND TIME

July 15, 2025 (2:00 PM, PST)

SUBMITTAL LOCATION:

Clackamas County Procurement Division https://bidlocker.us/a/clackamascounty/BidLocker

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1.0 GENERAL

1.01 SCHEDULE OF EVENTS:

Invitation to Bid Issue Date ...................................................................................... June 10, 2025 Protest of Specifications Deadline ........................................................................... June 17, 2025 Request for Clarification or Change Deadline ............................................................ July 8, 2025 Bid Due Date and Time............................................................................................. July 15, 2025 Deadline for Protest of Award ................................................................ 7 calendar days after date on Notice of Award letter

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-C01010-00014093. 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 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:

Water Environment Services (“WES”) is a special district operating under an 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.

2.02 BACKGROUND:

The Tri-City Influent Pump Station Expansion Project will increase the firm capacity of the pump station from 47.6 million gallons per day (MGD) to 72.4 MGD to meet projected future demands. This will be accomplished by replacing all five existing pumps with larger capacity dry-pit submersible pumps. The capacity of the existing electrical systems, including transformers, switchgear, and motor control centers, must be expanded in kind to provide sufficient power for the new, larger pumps.

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:

Refer to Specification Section 26 12 19.

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5.0 REQUIRED SUBMITTALS

5.01 SUBMISSION OF BID AND QUANTITY:

Bids will only be accepted electronically thru a secure online bid submission service, Bid Locker. Email submissions to Clackamas County email addresses will no longer be accepted.

A. Completed proposal documents must arrive electronically via Bid Locker located at https://bidlocker.us/a/clackamascounty/BidLocker.

B. Bid Locker will electronically document the date and time of all submissions. Completed documents must arrive by the deadline indicated in Section 1 or as modified by Addendum. LATE PROPOSALS

WILL NOT BE ACCEPTED.

C. Proposers must register and create a profile for their business with Bid Locker in order to submit for this project. It is free to register for Bid Locker.

D. Proposers with further questions concerning Bid Locker may review the Vendor’s Guide located at https://www.clackamas.us/how-to-bid-on-county-projects .

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 https://www.clackamas.us/how-to-bid-on-county-projects

Rev 02/2023 Page | 2 serving governmental agencies, authorization to purchase equivalent services or products described 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:

Unless qualified by the provision "NO SUBSTITUTE" any manufacturers' names, trade name, brand names, information and/or catalogue numbers listed in a specification are for information and not intended to limit competition. Bidders may offer any brand for which they are an authorized representative, which meets or exceeds the specification for any item(s). If Bids are based on equivalent products, indicate in the Bid form the manufacturers' name and number. Bidders shall submit with their Bid, sketches, and descriptive literature, and/or complete specifications. Reference to literature submitted with a previous Bid will not satisfy this provision. Bidders shall also explain in detail the reason(s) why the proposed equivalent will meet the specifications and not be considered an exception thereto. Bids, which do not comply with these requirements, are subject to rejection. Bids lacking any written indication of intent to provide an alternate brand will be received and considered in complete compliance with the specification as listed in the ITB.

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

Rev 02/2023 Page | 3 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 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

Rev 02/2023 Page | 4 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:

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]

Scope of Work/Specifications

• The Work consists of pre-purchase of two (2) transformers and appurtenant equipment including, but not limited to, equipment, related appurtenances, engineering, submittal preparation, source (factory) testing, loading and freight, installation instruction and inspection, field support, start-up and testing assistance, and O&M manual preparation. Installation of the Owner-furnished equipment will be by Installing Contractor.

• Refer to the attached specifications for additional information and requirements.

Minimum Qualifications

• Refer to Specification Section 26 12 19.

Key Dates

• Delivery required 18 months from signed purchase order.

Price/Bid Sheet

• Transformer Lump Sum Price

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EXHIBIT B - CERTIFICATIONS

ITB #2025-55

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 #2025-55

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

ITB: Date:

FOR THE LUMP SUM TOTAL: $

Delivery Time after Receipt of Purchase Order:

Company: _____________________________________________________________________

Address, City, State, Zip: _________________________________________________________

Contact Name: Telephone:________________________________________________________

Contact Title:___________________________ Email: _____________________________

By:______________________________________ Title:_______________________________ (Authorized Signature)

707 SW WASHINGTON STREET, SUITE 500 PORTLAND, OREGON 97205 P 503-227-1885

pw://Carollo/Documents/OR/CCWES/202331-100000/04 Design/04 Specs/Transformer Procurement/00_01_02

CLACKAMAS WATER ENVIRONMENT SERVICES

TRI-CITY INFLUENT PUMP STATION DESIGN

TECHNICAL SPECIFICATIONS

TRANSFORMER PROCUREMENT

MARCH 2025

707 SW WASHINGTON STREET, SUITE 500 PORTLAND, OREGON 97205 P 503-227-1885

ENGINEER CERTIFICATION

Matthew S. Sprick, Carollo Engineers

Division 01

ENGINEER CERTIFICATION

Yee Ping, HDR, Inc.

Division 26

NHAN

Image

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TABLE OF CONTENTS

DIVISION 01 - GENERAL REQUIREMENTS

SECTION NO. TITLE

01_11_00 SUMMARY OF WORK

01_11_02 CONTRACT DOCUMENT LANGUAGE

01_20_20 MEASUREMENT AND PAYMENT

01_26_00 CONTRACT MODIFICATION PROCEDURES

01_33_00 SUBMITTAL PROCEDURES

01_41_00 REGULATORY REQUIREMENTS

01_45_00 QUALITY CONTROL

01_60_00 PRODUCT REQUIREMENTS

01_75_17 COMMISSIONING

01_78_24 OPERATION AND MAINTENANCE MANUALS

01_78_36 WARRANTIES AND BONDS

01_81_50 DESIGN CRITERIA

DIVISION 26 - ELECTRICAL

SECTION NO. TITLE

26_12_19 DISTRIBUTION TRANSFORMERS FOR PRE-PROCUREMENT

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SECTION 01_11_00

SUMMARY OF WORK

PART 1 GENERAL

1.01 SUMMARY

A. Section includes:

1. Detailed description of the Work.

1.02 THE WORK

A. The Work consists of:

1. Pre-purchase of transformers and appurtenant equipment including, but not limited to, equipment, related appurtenances, engineering, submittal preparation, source (factory) testing, loading and freight, installation instruction and inspection, field support, start-up and testing assistance, and O&M manual preparation. Installation of the Owner-furnished equipment will be by Installing Contractor.

B. Except as specifically noted otherwise, provide and pay for:

1. Insurance and bonds.

2. Labor, materials, and equipment.

3. Freight and insurance.

C. Comply with codes, ordinances, regulations, orders, and other legal requirements of public authorities having bearing on the performance of the Work.

1.03 LOCATION OF PROJECT

A. The Work is located at 15941 S Agnes Ave, Oregon City, OR 97045.

1.04 OWNER FURNISHED EQUIPMENT

A. Owner will furnish: None.

B. Owner will:

1. Arrange for and deliver necessary Shop Drawings, product data, and samples to Installing Contractor.

2. Arrange and pay for product delivery to site in accordance with construction schedule.

3. Deliver Supplier’s bill of materials to Installing Contractor.

4. Inspect deliveries.

5. Submit claims for transportation damage.

6. Arrange for replacement of damaged, defective, or missing items.

7. Arrange for manufacturer's warranties, bonds, service, and inspections.

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C. Installing Contractor's responsibility for Owner-furnished products:

1. Designating delivery date for each Owner-furnished product.

2. Reviewing Shop Drawings, product data, and samples.

3. Submitting notification of discrepancies or anticipated problems.

4. Receiving and unloading products at site.

5. Promptly inspecting products jointly with Owner and recording shortages, and damaged or defective items.

6. Handling products at site, including uncrating and storage.

7. Protecting products from damage.

8. Installing, including assembly, connections, adjustments, and commissioning in accordance with Contract Documents.

9. Providing operating oils, lubricants, and incidental materials required for complete installation.

10. Repairing or replacing items damaged after receipt until date of Substantial

Completion of the Work by Owner.

D. When Owner fails to deliver products in accordance with accepted Construction Schedule, adjustments will be made to Contract Times and Contract Price as stipulated in General Conditions.

1.05 ACTIVITIES BY OTHERS

A. Activities by others which may affect performance of work include: None.

1.06 PARTIAL USE OR OCCUPANCY

A. Substantial Completion on the following portions of Work for Owner's occupancy including specified testing, training of Owner's personnel, and other preparations necessary for Owner's occupancy or use:

1. Approval of product submittals.

2. Approval of operation and maintenance manual.

3. Approval of product after delivered to site.

4. Manufacturer’s training and startup assistance is complete.

B. Following occupancy, Owner will:

1. Provide power to operate equipment and systems.

2. Repair damage caused by Owner's occupancy.

PART 2 PRODUCTS (NOT USED)

PART 3 EXECUTION (NOT USED)

END OF SECTION

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SECTION 01_11_02

CONTRACT DOCUMENT LANGUAGE

PART 1 GENERAL

1.01 SUMMARY

A. Section Includes: Explanation of arrangement, language, reference standards, and format.

1.02 REFERENCES

A. Construction Specifications Institute (CSI):

1. MasterFormat™.

2. SectionFormat™.

3. PageFormat™.

1.03 PROJECT MANUAL ARRANGEMENT

A. Document and Section numbers used in Project Manual, and Project Manual arrangement are in accordance with CSI MasterFormat™, except where departures have been deemed necessary.

B. Sections are written in CSI SectionFormat™, Three-Part Section Format, except where departures have been deemed necessary.

C. Page format for Sections in the Project Manual is in PageFormat™, except where departures have been deemed necessary.

1.04 CONTRACT DOCUMENT LANGUAGE

A. Specification Section Paragraphs entitled "Section Includes" summarize briefly what is generally included in the section.

1. Requirements of Contract Documents are not limited by "Section Includes" paragraphs.

B. Specifications have been partially streamlined by intentionally omitting words and phrases, such as "the Contractor shall," "in conformity therewith," "shall be" following "as indicated," "a," "an," "the" and "all."

1. Assume missing portions by inference.

C. Phrase "by Engineer" modifies words such as "accepted," "directed," "selected," "inspected," and "permitted," when they are unmodified.

D. Phrase "to Engineer" modifies words such as "submit," "report," and "satisfactory," when they are unmodified.

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E. Colons (:) are used to introduce a list of particulars, an appositive, an amplification, or an illustrative quotation:

1. When used as an appositive after designation of product, colons are used in place of words "shall be."

F. Word "provide" means to manufacture, fabricate, deliver, furnish, install, complete, assemble, erect in place, test, or render ready for use or operation, including necessary related material, labor, appurtenances, services, and incidentals.

G. Words "Contractor shall" are implied when direction is stated in imperative mood.

H. Term "products" includes materials and equipment as specified in Section 01_60_00 - Product Requirements.

PART 2 PRODUCTS (NOT USED)

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SECTION 01_20_20

MEASUREMENT AND PAYMENT

PART 1 GENERAL

1.01 SUMMARY

A. Section includes:

1. Procedures for measurement and payment of Work under this Contract for lump sum items and unit prices.

1.02 LUMP SUM ITEMS

A. Item 1 - Submittals:

1. Measurement:

a. Includes the final approval of product submittals.

2. Payment:

a. Lump sum.

B. Item 2 - Fabrication/Testing/Delivery:

1. Measurement:

a. Includes the manufacturing of units, required source testing, testing reports and plans, and delivery of units to the site.

2. Payment:

a. Lump sum.

C. Item 3 - Final Inspection:

1. Measurement:

a. Includes receipt of units and inspection of them by the Owner, finding them not to be incomplete or not in compliance with the Contract Documents.

2. Payment:

a. Lump sum.

D. Item 4 - Field Services:

1. Measurement:

a. Includes manufacturer field services for startup and commissioning as described in the Contract Documents.

2. Payment:

a. Lump sum.

E. Item 5 - Final Acceptance:

1. Measurement:

a. Includes the following requirements:

1) Owner approval of startup and commissioning

2) Successful functional test period.

3) Receipt of the final approved operations and maintenance manual.

2. Payment:

a. Lump sum.

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SECTION 01_26_00

CONTRACT MODIFICATION PROCEDURES

PART 1 GENERAL

1.01 SUMMARY

A. Section Includes:

1. Administrative and procedural requirements for executing a change in the

Work.

1.02 PRELIMINARY REQUIREMENTS

A. Change Order Cost Basis Summary Form:

1. Submit a sample to Engineer for review within 15 calendar days following

Notice to Proceed.

a. Items will be reviewed and their value, percentage, or calculation method mutually agreed to by the Contractor and Owner prior to executing a Change Order on the Project.

2. Used by the Contractor for pricing each Change Order required for additions, deletions, or revisions in the Work.

3. Include the following information:

a. Agreed upon markups, percentages, and procedures for calculating all surcharges, etc. associated with the Cost of the Change Order Work.

b. References for unit price information and special unit price information.

c. Attachments with the following information:

1) Certified labor rates breakdown.

2) Equipment rates.

3) Bond and insurance rates (PI&I).

1.03 REQUEST FOR INFORMATION OR INTERPRETATION (RFI)

A. Contractor may issue RFIs to request interpretation of the documents or to request for information that may be missing.

B. General Instructions:

1. Number RFIs consecutively.

a. Add a consecutive letter to the RFI number on modified submittals of the same RFI (i.e., RFI 4B).

2. Provide RFI for 1 item.

a. There may be exceptions when multiple items are so functionally related that expediency indicates review of the group of items as a whole.

b. RFIs with multiple items will be rejected without review.

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3. Contractor sign and date RFIs indicating review and approval.

a. Contractor’s signature indicates that they have satisfied RFI review responsibilities and constitutes Contractor's written approval of RFI.

b. RFIs without Contractor's signature will be returned to the Contractor unreviewed. Subsequent submittal of this information will be counted as the first resubmittal.

C. Engineer will render a written clarification, interpretation, or decision on the issue submitted or initiate an amendment or supplement to the Contract within 21 days.

1. In the event the Contractor identifies an RFI as critical to the progress of the project, Engineer will make every effort to reduce the RFI response time.

1.04 PRELIMINARY PROCEDURES

A. Owner or Engineer may initiate changes by submitting a Request for Proposal (RFP) to Contractor including the following information:

1. Detailed description of the Change, Products, and location of the change in the

Project.

2. Supplementary or revised drawings or specifications.

3. Projected time span for making the change, and a specific statement if overtime work is authorized.

4. A specific period of time during which the requested price will be considered valid.

5. Such request is for information only, and is not an instruction to execute the changes, or to stop work in progress.

B. Contractor may initiate changes by submitting a Change Proposal to Engineer containing the following:

1. Description of proposed changes.

2. Reason for making changes.

3. Specific period of time during which requested price will be considered valid.

4. Effect on Total Contract Cost and/or Contract Time.

5. Documentation supporting any change in Total Contract Cost and/or Contract

Time, as appropriate.

1.05 WORK CHANGE DIRECTIVE AUTHORIZATION

A. In lieu of a Request for Proposal (RFP), Engineer may issue a Work Change Directive Authorization for Contractor to proceed with a change for subsequent inclusion in a Change Order.

B. Authorization will describe changes in the Work, both additions and deletions, with attachments of revised Contract Documents to define details of the change and will designate method of determining any change in the Contract Sum and/or the Contract Time, as appropriate.

C. Owner and Engineer will sign and date the Work Change Directive Authorization as authorization for the Contractor to proceed with the changes.

D. Contractor may sign and date the Work Change Directive Authorization to indicate agreement with the terms.

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1.06 DOCUMENTATION OF CHANGE PROPOSALS

A. Change proposal:

1. Support with sufficient substantiating data to allow Engineer to evaluate the quotation.

a. Lump sum.

b. Unit prices: Use previously established unit prices.

c. Time-and-material/force account basis:

1) Name of the Owner’s authorized agent who ordered the work, and date of the order.

2) Dates and times work was performed, and by whom.

3) Time record, summary of hours worked, and hourly rates paid.

4) Receipts and invoices for:

a) Equipment used, listing dates and times of use.

b) Products used, listing of quantities.

c) Subcontracts.

2. Provide additional data to support time and cost computations:

a. Labor required.

b. Equipment required.

c. Products required:

1) Recommended source of purchase and unit cost.

2) Quantities required.

d. Taxes, insurance, and bonds.

e. Credit for work deleted from Contract, similarly documented.

f. Overhead and profit.

g. Justification for change to Contract Time.

1.07 PREPARATION OF CHANGE ORDERS AND FIELD ORDERS

A. Engineer will prepare each Change Order and Field Order.

B. Change Orders:

1. Will describe changes in the Work, both additions and deletions, with attachments of revised Contract Documents to define details of the change.

2. Will provide an accounting of the adjustment in the Contract Sum and in the

Contract Time.

3. Recommendation of Change Proposal is indicated by Engineer's signature.

4. Upon signature and execution by Owner, the Change Proposal becomes a

Change Order altering the Contract Time and Total Contract Cost, as indicated.

a. Owner’s Representative will transmit one signed copy each to Contractor and Engineer.

5. Contractor may only request payment for changes in the Work against an approved Change Order.

6. If either Engineer or Owner’s Representative disapproves the Change

Proposal, the reason for disapproval will be stated.

a. A request for a revised proposal or cancellation of the proposal will be shown.

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C. Field Orders:

1. Order minor changes in the Work without changes in Contract Price or

Contract Times.

1.08 LUMP-SUM/FIXED PRICE CHANGE ORDER

A. Content of Change Orders will be based on, either:

1. Engineer’s Proposal Request and Contractor’s responsive Change Proposal as mutually agreed between Owner and Contractor.

2. Contractor’s Change Proposal for a change, as recommended by Engineer.

B. Owner and Engineer will sign and date the Change Order to establish the change in Contract Sum and in Contract Time and serve as authorization for the Contractor to proceed with the changes.

C. Contractor will sign and date the Change Order to indicate agreement with the terms.

1.09 UNIT PRICE CHANGE ORDER

A. Content of Change Orders will be based on, either:

1. Engineer’s definition of the scope of the required changes.

2. Contractor’s Change Proposal for a change, recommended by Engineer.

3. Survey of completed work.

B. The amounts of the unit prices to be:

1. Those stated in the Contract.

2. Those mutually agreed upon between Owner and Contractor.

C. When quantities of each of the items affected by the Change Order can be determined prior to start of the work:

1. Owner and Engineer will sign and date the Change Order as authorization for

Contractor to proceed with the changes.

2. Contractor will sign and date the Change Order to indicate agreement with the terms.

D. When quantities of the items cannot be determined prior to start of the work:

1. Engineer or Owner will issue a Work Change Directive authorization directing

Contractor to proceed with the change on the basis of unit prices, and will cite the applicable unit prices.

2. At completion of the change, Engineer will determine the cost of such work based on the unit prices and quantities used.

3. Contractor shall submit documentation to establish the number of units of each item and any claims for a change in Contract Time.

E. Owner and Engineer will sign and date the Change Order to establish the change in Contract Sum and in Contract Time and serve as authorization for the Contractor to proceed with the changes.

F. Contractor will sign and date the Change Order to indicate their agreement with the terms.

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1.10 TIME AND MATERIAL/FORCE ACCOUNT CHANGE ORDER/WORK CHANGE

DIRECTIVE AUTHORIZATION

A. Engineer will issue a Work Change Directive for the Owner’s signature authorizing Contractor to proceed with the changes.

B. At completion of the change, Contractor shall submit itemized accounting and supporting data as specified in this Section.

C. Engineer will determine the allowable cost of such work, as provided in the Contract Documents.

D. Owner and Engineer will sign and date the Change Order to establish the change in Contract Sum and in Contract Time and serve as authorization for the Contractor to proceed with the changes.

E. Contractor will sign and date the Change Order to indicate their agreement.

1.11 CORRELATION WITH CONTRACTOR’S SUBMITTALS

A. Periodically revise Schedule of Values and Applications for Payment forms to record each Change Order as a separate item of Work, and to record the adjusted Contract Sum.

B. Periodically revise the Construction Schedule to reflect each change in Contract Time. Revise subschedules to show changes for other items of work affected by the changes.

C. Upon completion of work under a Change Order, enter pertinent changes in Record Documents.

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SECTION 01_33_00

SUBMITTAL PROCEDURES

PART 1 GENERAL

1.01 SUMMARY

A. Section includes:

1. Requirements and procedures for Submittals to confirm compliance with the

Contract Documents.

1.02 GENERAL INSTRUCTIONS

A. Contractor is responsible to determine and verify field measurements, field construction criteria, materials, dimensions, catalog numbers and similar data, and check and coordinate each item with other applicable approved Shop Drawings and Contract Document requirements.

B. Provide Submittals:

1. That are specified or reasonably required for construction, operation, and maintenance of the Work.

2. That demonstrate compliance with the Contract Documents.

C. Where multiple Submittals are required, provide a separate Submittal for each Specification section.

1. In order to expedite construction, the Contractor may make more than one

Submittal per Specification section, but a single Submittal may not cover more than one Specification section:

a. The only exception to this requirement is when one Specification section covers the requirements for a component of equipment specified in another section.

b. For example, circuit breakers are a component of switchgear. The switchgear Submittal must also contain data for the associated circuit breakers, even though they are covered in a different Specification section.

D. Prepare Submittals in the English language. Do not include information in other languages.

E. Present measurements in customary American units (feet, inches, pounds, etc.).

F. Must be clear and legible, and of sufficient size for presentation of information.

G. Page size, other than drawings:

1. Minimum: 8-1/2 inches by 11 inches.

2. Maximum: 11 inches by 17 inches.

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H. Drawing sheet size:

1. Maximum: 22 inches by 34 inches.

a. Minimum plan scale: 1/8 inch equals 1 foot-0 inches.

b. Minimum font size: 1/8-inch.

2. 11-inch by 17-inch sheet:

a. Minimum plan scale: 1/8 inch equals 1 foot-0 inches.

b. Minimum font size: 1/8-inch.

I. Show dimensions, construction details, wiring diagrams, controls, manufacturers, catalog numbers, and all other pertinent details.

J. Provide Submittal information from only one manufacturer for a specified product.

Submittals with multiple manufacturers for one product will be rejected without review.

1.03 SUBMITTAL ORGANIZATION

A. Organize Submittals in exactly the same order as the items are referenced, listed, and/or organized in the Specification section.

B. For Submittals that cover multiple devices used in different areas under the same Specification section, the Submittal for the individual devices must list the area where the device is used.

C. Bookmarks:

1. Bookmarks shall match the table of contents.

2. Bookmark each section (tab) and heading.

3. Drawings: Bookmark at a minimum, each discipline, area designation, or appropriate division.

4. At file opening, display all levels of bookmarks as expanded.

D. Where applicable (i.e., except for Drawings, figures, etc.), Submittal content shall be electronically searchable utilizing the PDF file as submitted.

E. Thumbnails optimized for fast web viewing.

F. Sequentially number pages within the tabbed sections:

1. Submittals that are not fully indexed and tabbed with sequentially numbered pages, or are otherwise unacceptable, will be returned without review.

G. Attachments:

1. Include with each Submittal a copy of the relevant Specification section.

a. Indicate in the left margin, next to each pertinent paragraph, either compliance with a check (√) or deviation with a consecutive number (1, 2, 3).

b. Provide a list of all numbered deviations with a clear explanation and reason for the deviation.

2. Include with each Submittal a copy of the relevant Drawing, including relevant addendum updates.

a. Indicate either compliance with a check (√) or deviation with a consecutive number (1, 2, 3).

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b. Provide a list of all numbered deviations with a clear explanation and reason for the deviation.

c. Provide field dimensions and relationship to adjacent or critical features of the Work or materials.

H. Contractor: Prepare Submittal information in sufficient detail to show compliance with specified requirements.

1. Determine and verify quantities, field dimensions, product dimensions, specified design and performance criteria, materials, catalog numbers, and similar data.

2. Coordinate Submittal with other Submittals and with the requirements of the Contract Documents.

3. Check, verify, and revise Submittals as necessary to bring them into conformance with the Contract Documents and actual field conditions.

I. Contractor: Prepare “Or Equal” Submittal information.

1. Provide standard Submittal requirements.

a. In addition, provide in sufficient detail to show reason for variance from specified product and impacts.

2. Provide reason the specified product is not being provided.

3. Explain the benefits to the Owner for accepting the “Or Equal”.

4. Itemized comparison of the proposed “Or Equal” with product specified, including a list of significant variations:

a. Design features.

b. Design dimensions.

c. Installation requirements.

d. Operations and maintenance requirements.

e. Availability of maintenance services and sources of replacement materials.

5. Reference projects where the product has been successfully used:

a. Name and address of project.

b. Year of installation.

c. Year placed in operation.

d. Name of product installed.

e. Point of contact: Name and phone number.

6. Define impacts:

a. Impacts to other contracts.

b. Impacts to other work or products.

7. Contractor represents the following:

a. Contractor bears the burden of proof of the equivalency of the proposed

“Or Equal”.

b. Proposed “Or Equal” is equal or superior to the specified product.

c. Contractor will provide the warranties or bonds that would be provided on the specified product on the proposed “Or Equal”, unless the Owner requires a Special Warranty.

d. Contractor will coordinate installation of accepted “Or Equal” into the Work and will be responsible for the costs to make changes as required to the Work.

e. Contractor waives rights to claim additional costs caused by proposed “Or Equal” which may subsequently become apparent.

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J. Contractor: Prepare substitution Submittal information.

1. Provide standard Submittal requirements.

a. In addition, provide in sufficient detail to show reason for variance from specified product and impacts.

2. Provide reason the specified product is not being provided.

3. Explain the benefits to the Owner for accepting the substitution.

4. Itemized comparison of the proposed substitution with product specified, including a list of significant variations:

a. Design features.

b. Design dimensions.

c. Installation requirements.

d. Operations and maintenance requirements.

e. Availability of maintenance services and sources of replacement materials.

5. Reference projects where the product has been successfully used:

a. Name and address of project.

b. Year of installation.

c. Year placed in operation.

d. Name of product installed.

e. Point of contact: Name and phone number.

6. Define impacts:

a. Impacts to Contract Price.

1) Required license fees or royalties.

2) Do not include costs under separate contracts.

3) Do not include Engineer’s costs for redesign or revision of the

Contract Documents.

b. Impacts to Contract Time.

c. Impacts to Contract Scope.

d. Impacts to other contracts.

e. Impacts to other work or products.

7. Contractor represents the following:

a. Contractor shall pay associated costs for the Engineer to evaluate the substitution.

b. Contractor bears the burden of proof of the equivalency of the proposed substitution.

c. Proposed substitution does not change the design intent…