RFP No. 25-19 Work Scope EEQA897.docx

Equipment Engineering and Quality Assurance Technical Specification

Specification:

EE&QA-897

SUBJECT: Procurement for Automated Wheel Scanning Measurement Services.

Page: 15 of 17

Date: February 8, 2019

Revised:

Revision:

Section 2. Scope of Work

TECHNICAL SPECIFICATION

EE&QA-897

Procurement for Wheel Scanning Measurement Services

1.0 INTRODUCTION

The Massachusetts Bay Transportation Authority (herein MBTA) Subway Operations services the Greater Boston Area. The Subway Operations consists of one Light Rail Line (Green Line) and three Heavy Rail Lines (Red, Orange and Blue Lines).

Each Line has one Maintenance Facility with the Green Line consisting of one primary Maintenance Facility and two Light Maintenance Facilities. The Subway Operations also has one Main Repair Facility, Everett Shops, supporting all four lines.

The MBTA is currently looking to procure two Wheel Measurement Systems, to be located at the Green Line Riverside Maintenance Facility Yard and the Blue Line Orient Heights Maintenance Facility Yard. The Wheel Measurement System will enable Rail Vehicle Maintenance to monitor and schedule wheel sets for wheel trueing and for replacement.

The function of Wheel Trueing is to return the wheel set to the proper wheel profile to ensure the designed Rail to Wheel interface. The Wheel Profile consists of the Wheel and Flange Angle, which deviate from the design profile due to stresses of track wear, spalling, wheel flat spots, and wheel wear during normal service.

The Wheel Measurement System will enable the MBTA to provide the following:

1. Early identification of excessively worn wheel sets that can lead to derailments and accelerated rail wear that impact the safety of the rail vehicle.

2. Detect asymmetric wheel wear that can indicate other underlying issues with the bogie, braking system, track, etc.

3. Improve wheel demand forecasting, purchase planning and budget.

4. Eliminate the need for the manual monitoring of wheel wear using hand held devices.

5. An ability to trend wheel wear, detect asymmetrical wear and to conduct fleet statistical analysis.

6. Provide fleet wheel wear to our Enterprise Asset Management System.

2.0 SCOPE OF SUPPLY

The Scope of Supply under this contract covers the following:

a. The purchase and installation of two (2) automated wheel profile systems that must be suitable for installation either at the Green and Blue Line Maintenance Facility or on a main line track to service each Line’s Vehicle Fleet.

b. Installation, testing, training and certification of the Wheel Profile Measurement System.

c. A secure web accessible database application with reporting and analysis tools for wheel data management

d. Integration with the MBTA Enterprise Asset Management Tool, Trapeze.

3.0 WHEEL PROFILE SYSTEM REQUIREMENTS

The following is the minimum Technical Requirements for the procurement of the Automated Wheel Profile System.

3.1 General Requirements

a. The Contractor shall furnish the Automated Wheel Profile Measurement System and associated analysis software in the latest version.

b. The Contractor shall provide references on customers in North America where their Automated Wheel Profile Measurement System has been installed.

c. The Contractor shall prepare, manage or coordinate with the MBTA Project Team for the Site Selection, Site Preparation and installation of the Automated Wheel Profile Measurement System.

d. The Contractor shall provide details on the requirements for the installation of their Automated Wheel Profile Measurement System.

e. The Automated Wheel Profile Measurement System shall be configured to measure a wheel profile in both directions.

f. The installed Automated Wheel Profile Measurement System shall allow for easy maintenance by MBTA Staff. The Contractor shall identify the time required for routine maintenance including what can be conducted by the MBTA Maintenance Staff and what is required to be conducted by the Contractor.

g. The Automated Wheel Profile Measurement System shall be of a modular design to simplify the maintenance over the service life and to facilitate upgrades to the System to extend the System Service Life, as well as to address future requirements.

h. The Contractor shall provide details on how it plans to manage End of Life and obsolescence. This should include details on any system it has deployed for 15+ years or longer and the support strategy it employed along with references.

i. The Contractor shall provide details on how the MBTA could move the system, if the need arises, to another location to support future maintenance practices.

j. The Automated Wheel Profile Measurement System shall be capable of detecting the weight of the vehicle passing over and also detect imperfections and flat spots.

k. The Automated Wheel Profile Measurement System shall be able to measure the Wheel Profile and Flange Angle and compare to a design standard.

l. The Automated Wheel Profile Measurement System shall include built in System Monitoring. The system when connected to a communication link will email daily health status on the performance of the system including shock/impacts, laser status, communication status, required routine maintenance status, and error codes.

m. The Automated Wheel Profile Measurement System shall be able to measure the wheel profile independent of speed and configured for speeds of a minimum of 1mph up to 40 mph.

n. The Automated Wheel Profile Measurement System shall operate under any light conditions and shall operate standalone. Since both the Green and Blue Line operate with an Overhead Catenary System (OCS) there can be no shed or other structure over the tracks to assist the system performance. The contractor shall explain their system’s ability to operate light conditions.

o. The Automated Wheel Profile Measurement System shall be capable of operating in close proximity to Third Rail Power (Blue Line Vehicles) if the System is installed in tunnels.

p. The Automated Wheel Profile Measurement System shall be designed such that shock and vibration associated with normal train operation shall do no damage to the measurement equipment or affect its measurement performance.

q. The Automated Wheel Profile Measurement System shall be able to manage routine contaminants including dirt, water, leaves, pollen, paper and other debris.

r. The Automated Wheel Profile Measurement System shall be able to operate in temperature ranges of -40F to 110F.

s. The Automated Wheel Profile Measurement System shall have the ability to function in winter months in the event of snow and ice. The annual Boston average snowfall is 44 inches and the average precipitation is 43.7 inches.

t. All hardware and equipment associated with the Automated Wheel Profile Measurement System shall be designed to operate in the MBTA’s environment to sustain operations of 24/7/365 basis.

u. The measurement equipment installed in the tracks shall not extend beyond the Top of Rail by more than 0.5 inches (13mm).

v. Any equipment required to keep the systems optics clear, such as blowers, needs to be enclosed in a Bungalow Type Storage to lessen the noise generated by this equipment.

w. Electronic or Computerized Equipment associated with the operation Automated Wheel Profile Measurement System requiring a Bungalow Type Storage Unit shall be submitted to the MBTA for approval to ensure it does not encroach on the Dynamic Envelope of the Vehicle.

x. The Contractor shall identify the necessary Power, Communications, Air and other needs that is required by the MBTA to provide for the proper operation of their Automated Wheel Profile Measurement System.

y. The Contractor shall provide details on how their Automated Wheel Profile Measurement System communicates with their main software and what requirements and resources are needed from the MBTA IT Department for the proper operation of their system.

z. The Contractor shall explain how they associate each bogie wheel set with the associated vehicle.

aa. The Contractor shall identify and explain how their system will integrate with the MBTA’s Enterprise Asset Management System (Trapeze EAM Software) and what support is required from the MBTA.

ab. The Automated Wheel Profile Measurement System shall meet or exceed the following measurement tolerances in Table 1 below:

Table1

3.2 Installation

a. The Contractor shall provide guidance on the site selection for the Automated Wheel Profile Measurement System.

b. The Orient Heights Car House Yard is located in East Boston and the Green Line CAR House is located in Newton Massachusetts.

c. There are 2 possible locations identified at the Orient Heights Car House Yard shown in the appendix figure 1 and 2.

d. For the Green Line Riverside Car House Yard there are 2 possible locations shown in the appendix figure 3 and 4.

e. The Contractor shall work with the MBTA on the final selection of the location of the Wheel Scanner System based upon the possible selections for each yard and their expertise.

f. The Selection of the location shall be reviewed by the MBTA Maintenance, Power, Track and Signals Departments before final approval is given

g. The Contractor shall provide, as part of their proposal, details of how their system is to be installed by providing examples of installation at their other North American Subway Sites.

h. The Contractor shall prepare, manage or coordinate with the MBTA the site work for the installation of the new Automated Wheel Profile Measurement System.

i. All work on the Track, Power, Signal and Power and Network Connections shall be performed by the MBTA responsible Departments

j. The Contractor shall supply miscellaneous materials as required to complete the installation, including but not limited to, electrical cabling, hardware, and/or miscellaneous parts necessary to complete the installation and render the Automated Wheel Profile Measurement System operational.

k. Install and test the new Automated Wheel Profile Measurement System for proper operation.

l. The installation process shall not take the track out-of-service for any extended period. Simplicity of installation, such as a single tie or sleeper replacement approach is therefore desirable.

m. Work should be able to be performed in off peak hours and weekends where possible. The track signal system shall not be affected by any in-track components and the Contractor shall supply details of the level of EMI Isolation of the equipment by providing any testing performed.

n. Any component that supports the Automated Wheel Profile Measurement System in track must be compatible with the track gauge. Rail condition and rail type at the MBTA Subway Sites.

3.3 Software and Data Management

a. The Automated Wheel Profile Measurement System Software Application shall allow for quick and easy access to current and historical wheel measurements and wheel data.

b. The Data Management Application shall have shall have a web browser front end accessing the centrally located application server.

c. The Data Management System shall utilize a User Interface that employs a Username/Password for security purposes.

d. The Data Management System shall utilize a Database System, such as MS SQL, that allows for multiple sites to store the data at a central location.

e. The User Interface shall facilitate configurable queries by the user, setting limits for exception reports and alerts, scheduling reports, trending wear, performing statistical analyses, generating predictive maintenance and support data exports.

f. Real-time notifications of wheel wear exceptions shall be available. Notifications shall be in the form of an email or SMS Text Alert and be configurable according to the MBTA defined exception thresholds.

g. The MBTA shall have the ability to change the list of individuals receiving email and/or SMS Text alerts.

h. The Data Management Application shall be capable of integrating into the MBTA Enterprise Asset Management Software, Trapeze EAM.

i. The Contractor shall describe the process of how they will integrate their Data Management data into the MBTA Asset Management Software. The Contractor shall provide details of customers they have performed this integration for on previous contracts.

j. The Data Management Application shall be able to setup automated text, email or regularly scheduled reports and shall highlight wheel sets that are approaching their maintenance limit and those that have reached their condemning limit.

k. The Data Management Application shall have the ability of displaying data in both a tabular and graphically form by Fleet, and Vehicle Type in each Fleet defining each axle and bogie.

l. The MBTA Engineering Staff shall have the ability to define reports and set exception limits.

m. The Data Management Application shall automatically flag vehicles with excessive wheel wear, once the limits have been set by the MBTA Engineering Staff.

n. The Data Management Application shall be capable of calculating wear rates and predicting when maintenance will be required on equipment based on calculated wear rates.

o. The Data Management Application shall be capable of generating a rail vehicle graph for any vehicle under investigation that depicts all wheel conditions and measurements by location and date for wear analysis.

p. The Data Management Application shall be capable shall be capable of comparing wheel profile wear by selectively overlaying profiles of the same wheel over time.

q. At a minimum the Data Management Application shall be capable of exporting to Word, Excel, PDF, and DXF File Formats.

r. The Data Management Application shall be compatible with exporting profiles to the MBTA’s MiniProf Analysis Software for detailed analyses and verification of the Automated Wheel Profile System accuracy between calibration.

s. The Data Management Application shall be capable of transmitting all or a summary of the wheel profile measurements and system health monitoring via the MBTA’s normal communication path (DSL, LAN, WAN, etc.).

3.4 Training

a. A complete operator’s training class of a minimum of 40 hours duration for up to ten trainees.

b. The training shall include a detailed description of the hardware, its operation, setup and maintenance.

c. The training shall include both classroom and hands on training with the equipment.

d. The Contractor shall provide to the MBTA all test materials and manuals provided to the MBTA in a Microsoft Word Format and Power Point.

e. Upon completion of the training the Contractor shall furnish to the MBTA a list of the individuals who completed the class and a certification for each person attending the class.

3.5 Inspection, Testing and Startup

a. Upon Notice to Proceed the Contractor shall submit to the MBTA Project Manager a Management Plan identifying their key personal an outlining a project plan with key deliverable dates.

b. The Contractor shall submit a Test Plan for commissioning the Automated Wheel Profile System that must be agreed upon and signed off by the MBTA Engineering Team.

c. The Contractor shall submit an installation plan with the necessary steps including power, air, network connections and other equipment needed for the installation of the Automated Wheel Profile System which must be agreed upon by the MBTA Project Manager.

d. In factory Testing shall be completed at the Contractor’s Facility and documentation of the testing and the results shall be submitted to the MBTA Project Team for review.

e. The Contractor shall designate a representative who will act as the project coordinator that will assist with Site Selection, Site Preparation, Coordinate Installation and System Commissioning.

f. Testing shall include verification of proper operation of the Automated Wheel Profile System including the fiber optics accuracy and tolerances.

g. The Contractor shall submit written documentation to the Authority of all testing results including those at the factory, which shall be duplicated at the MBTA Site.

h. If the Automated Wheel Profile System fail to meet the MBTA’s accuracy or tolerances the Contractor shall make modifications, adjustments or replace impaired parts for safe and proper operation at no additional cost to the MBTA.

i. The Contractor shall demonstrate the proper functionality of its Data Management Application and integration into the MBTA’s Enterprise Asset Management System.

4.0 SPARE PARTS

a. Any part consumable or other should be included as a spare if the part was identified as having a lifecycle of less than 5 years.

b. The Contractor shall include a price list for the spare parts and parts identified in the Maintenance procedures that need to be replaced at certain intervals.

c.

5.0 MAINTENANCE

a. The Contractor must submit a maintenance schedule that clearly defines the required maintenance by the MBTA and the Maintenance that the Contractor shall perform.

b. The Contractor shall demonstrate all maintenance require by the MBTA and this shall be included in the training portion on Section 3.4.

c. The Contractor shall submit a hardcopy and electronic copy of the maintenance steps.

d. The Contractor shall submit the calibration process and scheduled time to ensure proper operation and accuracy of the Automated Wheel Profile Measuring System.

6.0 PAYMENT AND SCHEDULE

6.1.1 Delivery Schedule

The following is a proposed project schedule. This schedule will be adjusted at the Notice To Proceed after approval of the Master Schedule.

1 Month after NTP – Upon Approval of Master Schedule and Project Management Plan.

NTP + 1 Month – Submission and Approval of Installation Plan NTP + 1 Month – Proof of purchase of Major Components NTP + 2 Month – Submission of Test Plan NTP + 3 Months – Approval of Test Plan NTP + 5 Months – Installation of First Automated Wheel Scanner NTP + 6 Months – Installation of Second Automated Wheel Scanner

6.1.2 Method of Payment

The following shall constitute the method of payments of this contract:

A. The Authority shall make all payments to the Contractor in United States Dollars.

B. Payment for installation, test and software verification of the Automated Wheel Profile Measuring System will be made via check or wire transfer installments.

C. If an audit should disclose any invoices that exceed 100% of the invoice costs, this excess shall be returned to the Authority and shall be remitted to the Contractor at such time as those costs are incurred.

6.1.3 Schedule of Payment

The Contractor is required to submit a Bid Price based on the following Payment Schedule summarized below for the labor, material and equipment required to install, test and verify software operation of the Automated Wheel Profile Measuring System at the designated location. Most of these payments will take place over a time period of approximately six (6) months from the Notice To Proceed (NTP).

Measuring System. – 5 Months after NTP 15% Completion and test of the second Automated Wheel Profile Measuring System. – 6 Months after NTP 15% Completion of Operator’s Training Class with a minimum of forty (40) hours duration for up to ten (10) trainees 10% Maintenance/Warranty Cumulative 100% Total for milestones

7.0 CONTRACTOR REQUIREMENTS

7.1 Contractor Responsibilities

The Contractor selected by the Authority shall adhere to all the requirements set forth by the Authority in this Specification. Any deviations from the Authority’s requirements, as well as other proposals presented by the Contractor, must be submitted in writing to the MBTA for approval prior to proceeding. The Authority intends to take all suggestions regarding methods regarding the installation, testing and verification proposed by the selected Contractor into consideration. The Contractor shall be held responsible for any excessive damages that occur during the installation of Automated Wheel Scanning Measurement System. The Authority reserves the right to access any damages that occur and charge the Contractor accordingly. The Contractor shall adhere to these terms when the contract is awarded.

7.2 MBTA Responsibilities

The MBTA will be responsible for the removal of all reasonable equipment as possible from the track that may obstruct/prevent the Contractor from working in an efficient manner. Working with the Contractor the MBTA will ensure that all the agreed upon recommendations and task are completed before the installation of the Automated Wheel Scanning Measurement System commence at each selected location. Additionally the Authority will also make available personnel at each site readily available to assist the Contractor as required in order to make this process proceed as seamlessly as possible.

APPENDIX

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