RFP197F-24 Addendum 03~1.pdf

Massachusetts Bay Transportation Authority

Ten Park Plaza, Boston, MA 02116 mbta.com

December 20th, 2024

SUBJECT: Request for Proposal - RFP 197F-24 – Amendments the RFP

Document section 11 & Amendments to Technical Specification No.

VE-23-055

To All Bidders:

The Massachusetts Bay Transportation Authority (MBTA), through this addendum, notifies all interested parties of the following amendments to the Request for Proposal (RFP) RFP 197F-24.

1. RFP Document Amendments

• Section 11 numbering has been corrected.

2. Technical Specification No. VE-23-055 has been amended as follows.

Section 2.8.A.(1)

Delete this section in its entirety and replace with the following:

“Before the teardown of the first locomotive, a plan for each of the design changes below shall be submitted for review and approval. The plan shall outline the approach to design solution and a schedule for the preliminary and final design review, as well as outline the final article inspection. [CDRL 02-04]”

Section 2.8.A.(2)

Please add the following sentence after the first sentence “Total locomotive weight changes greater than 500lb shall receive prior review and approval by the Authority.”

Section 2.8.C.(3)

Remove subsection heading “Contract Bid Option #3 (Cost per Vehicle)” and replace with “New Attachment

Design Root Cause Failure Analysis and Corrective Action Implementation”.

Section 2.8.E.(2)

Add the following sentence after the first sentence:

“The Contractor is responsible for the implementation of the approved modification.”

Section 3.7.F.(4)

Add section 3.7.F.(4) with the following language: “ In lieu of new door replacement, the MBTA will consider an alternative to overhaul the existing doors, retaining the existing frame, applying new handle, seals, compliant with the required watertightness testing. The overhaul work shall maintain uniformity throughout the fleet. This alternative must be reviewed and approved by the Authority.”

Section 3.14.C.(6)

Delete 3.14.C.(6) entirely and replace with the following:

“The Contractor shall confirm that overhauled units achieve the required airflow per existing design.

Contractor to provide verification testing to MBTA for review and approval.”

Section 4.1.A

Delete this section entirely and replace with the following:

“Existing trucks on the locomotives shall be removed from the locomotive, completely disassembled, and visually and non-destructively inspected using appropriate non-destructive testing procedures. Truck components shall be replaced with new in kind or overhauled and requalified, then reinstalled. The Contractor shall define the intended approach in the proposal for review and approval by the Authority. [CDRL 04-01]”

Section 4.10

Formatting update parting the two separate issues: 1) yaw damper and vertical damper from 2) free-floating carbody cannon plug, as follows:

“4.10.1 Yaw Damper and Vertical Damper”

“4.10.2 Cannon Plug”

CDRL 04-07 Cannon Plug section is updated to “4.10.2.A.(1)”

Section 5.1.A

Delete the word “returned”.

The sentence to read as “The Contractor shall perform a preliminary inspection to document major equipment and general engine condition.”

Section 5.1.B

Delete the first sentence in its entirety and replace with the following:

“Engine blocks must remain within the MBTA HSP46 fleet but can be swapped from unit to unit”.

Section 5.2.E.(13).b.

Add section 5.2.E.(13).b. with the following language “Turbocharger assembly shall be upgraded to the latest

OEM model technology for compatibility with GEVO3 Engine and the current emissions certificate.”

Section 5.2.G.(4)

Delete 5.2.G.(4) in its entirety.

Revise 5.2.G.(5) to read as 5.2.G.(4).

Section 5.5.1.A

Replace 5.5.1.A with the following “The muffler, muffler frame, front muffler bracket clamps, and all other connections and surrounding structure shall be overhauled and 100% visually inspected and, unless otherwise approved, 100% NDT inspected.”

Section 5.5.1.B

Replace 5.5.1.B with the following “Contractor shall propose new hardware configuration options for the muffler-to-muffler frame and muffler frame-to-engine connections that provide greater vibration resistance for review and approval by the Authority. [CDRL 05-03]”

Section 5.5.1.C

Replace 5.5.1.C with the following “Regardless of any hardware configuration changes, all muffler-to-muffler frame and muffler frame-to-engine shall be replaced with new hardware.”

5.5.1.D remains the same.

Section 5.6

Remove section 5.6 from Section 5.0 Engine System and move to 1.12.4.

Rename section heading from “Engine System and Features” to “Vehicle Control System”. Section to read as

1.12.4 Vehicle Control System.

Update 1.12.4.C to the following:

“Contractor shall provide options and a plan to either overhaul and update the existing vehicle control system or install a different service proven vehicle control system. [01-07]

All options presented must be able to overcome any current obsolescence issues and prevent any future obsolescence over the required minimum life extension of 15 years (per Section Error! Reference source not found.).

If Contractor proposes to provide a different vehicle control system, the Contractor must provide documentation that the selected vehicle control system, including the hardware and the executable software, has successfully operated over at least 100 years of locomotive revenue service and is deployed on at least 50 locomotives. The Authority prefers that this revenue service experience be in a passenger locomotive application.”

Remove CDRL 05-04 and add CDRL 01-07.

Update subsequent CDRLs in this section as follows: CDRL 05-05 to be 05-04, 05-06 to be 05-05, 05-07 to be 05-06.

Section number 5.7 CONTRACT BID OPTION #1 ECU SYSTEM UPGRADE becomes 5.6.

Section 5.7

Section number 5.7 is now 5.6 per the note above.

Delete this section in its entirety and replace with the following:

The Contractor will perform an upgrade of the ECU panel and corresponding software in coordination with any necessary engine upgrades to avoid obsolescence of the ECU while maintain compliance with all aspects of EPA regulations, including Tier 3 emissions standards.

The Contractor must demonstrate that the ECU panel and corresponding software upgrade meets the EPA regulations and does not cause deterioration of any aspect of engine performance, including but not limited to:

Fuel consumption, Engine gross horsepower, Transient responses (no smoking, souping, overspeed, underspeed), Diagnostic capability

Reliability, and

Maintainability.

Section 5.8

Contractor shall provide a priced option to perform a root cause analysis for the significant decrease in service life/premature failures of the turbo, and implement corrective action, including but not limited to the following:

Preliminary Failure Analysis and Defect Correction Plan

A preliminary failure analysis plan shall be submitted for review and approval by the Authority.

A Preliminary Defect Correction Plan should be submitted within 30 days of NTP.

Throughout the project, the Defect Correction Plan shall be regularly updated as a progress report and submitted whenever there are revisions to the defect correction plan or when critical new findings are discovered from the failure analysis, but not more often than monthly.

[CDRL 05-04]

Initial Evaluation and Investigation

The Contractor shall conduct an initial evaluation and investigation to establish an understanding of the designs and extent of the issue locally as well as across the fleet.

This step shall include visual inspection of the areas on multiple vehicles as outlined in the Defect Correction

Plan.

It shall also incorporate an investigatory road test within 90 days of NTP. [CDRL 05-05]

Root Cause Analysis

Following the initial investigation, the Contractor shall conduct a rigorous root cause analysis to determine the underlying factors causing the defects.

A thorough visual inspection and NDT shall be performed at the defect areas on every vehicle.

At any point during the failure analysis, the Authority shall have the right to direct the Contractor to perform any of the following activities as part of the root cause analysis:

Initial Finite Element Analysis (FEA) stress and frequency analysis along with a review of service and maintenance records.

Secondary FEA Analysis using the investigatory road test results to replicate any failure modes found during the initial evaluation or the initial FEA.

Metallurgical investigations of defective material provided by the Authority.

Additional visual inspection, dye penetrant testing, or other material testing techniques.

A comprehensive Root Cause Analysis Report with findings, conclusions, and justifications of the root causes, shall be submitted for approval by the Authority.

[CDRL 05-06]

Mitigation Plan and Implementation of Corrective Action

The Contractor shall develop a Mitigation Plan that offers multiple options to repair, address, and rectify the root cause of the defects.

Contractor shall remain responsible for the effectiveness and appropriateness of all options.

Costs for each option shall be indicated.

Upon submittal of the Root Cause Analysis and Mitigation Plan, the MBTA shall have the opportunity to be involved in the selection of a corrective mitigation, and shall be allowed a thorough review of the appropriateness, implementation impact, and future maintenance requirements of each mitigation option before approval of the selected mitigation.

After a mitigation option has been approved, the Contractor shall develop thorough Repair and/or Mitigation

Procedures (if applicable), which include fabrication and weldment drawings, WPSs, and PQRs and step-by-step instructions.

Contractor shall implement the repairs/mitigations per the approved procedures, APTA S-020 and AWS D1.1 as appropriate.

[CDRL 05-07]

Qualification Testing

To verify correction of the root causes and validate FEA analysis, calculations, design, and proper implementation, the pilot unit with the corrective mitigation shall undergo a qualification road test, unless otherwise approved by the Authority.

Testing must be performed on a vehicle with all design, and overhaul modifications to the engine package including but not limited to the engine, turbo, muffler and air system.

A test report shall be submitted to the MBTA for review and approval within 14 days of the test. The test report shall include correlation to all applicable FEA analysis, as well as the pre & post implementation road tests. [CDRL 05-08]

The test report shall be reviewed and approved by the MBTA before implementation of the mitigation on other vehicles, unless otherwise approved by the Authority.

Should corrective actions fail to mitigate premature failures of turbo within expected service life. Contractor shall reevaluate, test and propose new corrective action which shall be implemented upon approval by the

MBTA.

Section 5.8

Delete “A. Contract Bid Option #3” subsection header.

Revise section 5.8.A.(1) to read as 5.8.A.

Revise section 5.8.A.(2) to read as 5.8.B.

Revise section 5.8.A.(3) to read as 5.8.C.

Section 5.9

Add Section 5.9 LUBE OIL COOLER.

A. Lube oil cooler shall be removed, cleaned inside and out and inspected for signs of rust, coating deterioration and cracks. Oil cooler shall be repaired if issues are found.

Section number 5.9 “CDRLs” to become Section number 5.10.

Section 6.1

Cleaning

Fuel tanks shall be fully drained and then cleaned inside and outside.

Inspection

Fuel tanks shall be thoroughly inspected, including the internal baffles.

All surfaces and welds of the fuel tank and fuel fill ports, accessible from the vehicle exterior, shall be 100% visually inspected and NDT (Non Destructive Tested) where practical.

Fuel tank inspections shall have separate inspection records and shall be submitted to the Authority.

[CDRL 06-01]

Repair

Fuel tanks shall be repaired and requalified to meet the OEM standards.

Ancillary components shall be brought to like-new condition, including but not limited to:

Repair:

internal baffles

Overhaul:

fuel tank sump drain valve, protective plates that protect the tank from damage by debris, ballast, etc.

Renew:

Existing Houston H3000 fuel fillers (may be replaced with Authority approved equal)

All gauges

Suction and return lines

Sight glasses

Fuel sensors.

Service Bulletin

The HSP46 fleet has an outstanding Service Bulletin (SB-1076) that has been implemented on only a portion of the fleet.

The Contractor shall implement the Service on the entire fleet Bulletin (per Appendix D).

Clean and Paint

Fuel tanks will be thoroughly cleaned and painted after all repair and modifications are complete.

Section 6.6.A.(5)

Add FMI number: SB 1076.

Section 8.5

Delete this section in its entirety and replace with the following:

The Dynamic Brake Assembly is made up of 6 resistor grids and blower motor. Contractor shall remove assembly and perform the following:

Dynamic Brake Assembly Housing

Dynamic Brake Assembly Housing shall be inspected for cracks or damage and be repaired.

Dynamic Brake Resistor Grids

Dynamic Brake Grids shall be overhauled and tested according to the Heavy

Maintenance Manual. Unit Exchange is acceptable in lieu of overhaul.

Dynamic Brake Blower Motor (5GY72)

Dynamic Brake Blower Motor shall be overhauled and tested according to the

Heavy Maintenance Manual. Unit Exchange is acceptable in lieu of overhaul.

Section 8.8.A.(3).b.(iii)

Add 8.8.A.(3).b.(iii) with the following language: “(iii). In lieu of replacement, the MBTA would consider an alternative to qualify and remachining (to spec) collector rings as long as there is sufficient material remaining in the collector rings (after remachining to spec) to ensure the machine will remain operable for the rest of the locomotive's lifespan. The qualification process and criteria must be submitted for review and are subject to MBTA approval.”

Section 8.8.A.(4)

Remove “if necessary”. 8.8.A(4) to read as “ Test preparation”

Section 9.3.B.(3)

Replace “is” with “shall be”.

The sentence to read as “AC ripple in the battery charger shall be limited to a maximum of 100 millivolts

RMS under any state of charge of the batteries or any other charger load condition, either through design of the charger itself or the application of a filter to the charger output.”

Sections 9.7, 9.8, 9.9

Add Section 9.7 Expansion Tank, 9.8 Radiators, and 9.9 Cooling Fan Motor.

9.7 EXPANSION TANK

Expansion tank shall be removed, cleaned inside and out and inspected for signs of rust, coating deterioration and cracks. Tank shall be repaired if issues are found.Coolant level sensor shall be replaced with new.

Pressure cap shall be replaced with new.

9.8 RADIATORS

Radiator fans shall be removed from the locomotive and inspected for any damage such as cracks and dents to the fan blades. If damaged, blade shall be replaced.

Charge Air Cooler (CAC) radiators shall be removed and replaced with new.

Jacket Water (JW) radiators shall be removed and replaced with new.

9.9 COOLING FAN MOTOR

Fan Motor shall be removed and overhauled.

Section number 9.7 Modifications to Address Known Issues to be 9.10 and Section number 9.8 CDRLs to be

9.11

Section 10.4.D

Delete item 10.4.D in its entirety.

Section 10.5.A

Delete item 10.5.A and replace with the following: “Air System shall be cleaned, flushed, tested and inspected for damages. Damaged areas shall be replaced.”

Section 11.1.A

Add the following language to the first sentence “or if the Authority elects to exercise Bid Option #6 (see

Section 11.4), the components will be removed by the Contractor”.

Section 11.1.A to read as “Designated cab electronics not included in the overhaul will be removed by the

Authority prior to release to Contractor, or if the Authority elects to exercise Bid Option #6 (see Section

11.4), the components will be removed by the Contractor.”

Section 11.4.2.A

Update to read as the following: “The following equipment shall be surveyed by the Contractor to verify the state and note any anomalies. The intent of the survey is visual inspection and functional test. [CDRL 11-03]

After completion of the survey, the Contractor shall remove the equipment below per the requirements of Part

11.4.1.”

Section 15.2.A

Delete section 15.2.A and replace with the following “Contractor shall add an additional guard to prevent overtemperature conditions from posing a risk to crew. The design shall be reviewed and approved by the

Authority prior to installation. The intent is to reduce surface temperature to a maximum of 140°F in the high heat setting. [CDRL 15-01]”.

Guard design review to be added as CDRL 15-01.

CDRL 15-01 to become CDRL 15-02, 15-02 to become 15-03, and 15-03 to become 15-04.

Section 15.3.Q

Delete 15.3.Q and replace with the following “Q. In lieu of overhauling the HVAC unit, the Contractor may propose a new HVAC unit with similar capacities and performance for review by the MBTA. The Authority reserves the right to require overhaul of the existing units.”

Section 16.1.B.(9)

Add 16.1.B.(9) with the following language: “Lighting intensity and temperature/color shall be presented to the Authority for review and approval. See subsections below for additional requirements.”

Add CDRL-16-01. All subsequent CDRLs in Section 16.00 to be updated as follows: CDRL 16-01 to be 16-

02, 16-02 to be 16-03, 16-03 to be 16-04, 16-04 to be 16-05

Section 16.1.B.(10)

Add 16.1.B.(10) with the following language: “Retrofit kits for existing fixtures will be considered on a case-by-case basis.”

Section 20.5.3

Add 20.5.3.B with the following language “The Contractor shall provide a safety certificate for each locomotive prior to final acceptance.”

Section 21.2.1.F.(1)

Replace “Section Y” with “Section 21”.

Section 21.2.1.F.(1).b

Update the text to the following: “Subsections of Section 21 that are safety related will still be enforced:

Flammability, Toxicity and Smoke Emission; Prohibited Materials; Software requirements; and other sections as identified during design review as safety related by the Authority.”

Section 21.14.9.A.(2).a

Remove the word “clear”. The sentence to read as “a. Be laminated safety glass used for operator side windows.”

All other terms, conditions, and requirements of RFP 197F-24 remain unchanged.

Please be guided accordingly in preparing your submissions.

Bidders are reminded to acknowledge receipt of this addendum in their proposal submission.

Attachment : RFP Document 197F-24 Updated Section 11.

Sincerely, Terunii Senevirratne.

Strategic Sourcing Manager