RFQ 2021-102 Bolton Pump Station Control Panel and VFD.pdf

Revised 11/2/2021 Page 1

REQUEST FOR QUOTES (RFQ) #2021-102

Issue Date: November 30, 2021

Project Name: Bolton Pump Station Control Panel and Variable Frequency Drives Quote Due Date/Time: December 29, 2021 at 2:00 PM PST Procurement Analyst: Ryan Rice Email: rrice@clackamas.us

SUBMIT QUOTES VIA EMAIL TO PROCUREMENT@CLACKAMAS.US

PLEASE NOTE: EMAIL SUBMISSIONS SHOULD HAVE

“RFQ 2021-102 BOLTON PUMP STATION CONTROL PANEL AND VFD” IN THE

SUBJECT LINE

1. ANNOUNCEMENT AND SPECIAL INFORMATION

Quoters are required to read, understand, and comply with all information contained within this Request for Quotes (“RFQ”). All quotes are binding upon Quoter for sixty (60) days from the Quote Due Date/Time. Quotes received after the Quote Due Date/Time may not be considered. If authorized in the RFQ and resulting contract, travel and other expense reimbursement will only be reimbursed in accordance with the Clackamas County Travel Reimbursement Policy in effect at the time the expense is incurred. The Policy may be found at https://www.clackamas.us/finance/terms.html.

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

https://oregonbuys.gov/bso/ Document No. S- C01010-00001376. Prospective Quoters will need to sign in to download the information and that information will be accumulated for a Plan Holder's List.

Prospective Quoters are responsible for obtaining any addenda or clarifying questions from OregonBuys.

Complete Quotes must be emailed to Procurement@clackamas.us. The subject line of the email must identify the RFQ title.

All questions regarding this RFQ are to be directed to the Procurement Analyst named above. Quoters may not communicate with County employees or representatives about the RFQ during the procurement process until the Procurement office has notified Quoters of the selected Quoter.

Communication in violation of this restriction may result in rejection of a Quoter.

2. SCOPE

The purpose of this RFQ is to purchase a control panel and three (3) variable frequency drives.

Equipment shall be shipped to: Tri-City Water Resource Recovery Facility, 15941 S Agnes Ave, Oregon City, OR 97045.

Bolton pump station is located at: 6615 Failing Street, West Linn, OR 97068.

Background 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

Procurement Division Public Services Building

2051 Kaen Road Oregon City, OR 97045

(503) 742-5444 (Office) mailto:rrice@clackamas.us mailto:Procurement@clackamas.us https://www.clackamas.us/finance/terms.html https://oregonbuys.gov/bso/ mailto:Procurement@clackamas.us

Revised 11/2/2021 Page 2 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.

Last spring, WES had an emergency repair on the force main at the Bolton pump station that reduced the firm capacity of the pump station. WES now needs to purchase a control panel and three (3) variable frequency drives (“VFDs”) in order to regain the firm capacity of the pump station before the next wet weather season starts, October 2022. The equipment provided in this contract will be installed by others under a separate contract.

SCOPE OF WORK

The Control panel and VFDs shall be manufactured in accordance with the attached control panel and VFD drawings and specifications (Attachment A and Attachment B).

• Control panel and VFD panels shall be built by a UL508 certified shop.

• Control panel shall include all PLC hardware, network equipment, power supplies and distribution, circuit breakers, fuses, wiring, operator interface terminal and indicators as shown on plans and specifications.

• VFDs shall include a pulse width modulated (“PWM”) inverter designed for use with a standard AC induction motor, synchronous reluctance (“SynRM”) and permanent magnet (“PM”) motors in wastewater applications. The VFD must provide a V/Hz or sensor-less vector mode of operation.

Supplier shall be able to execute the following work as specified:

• Provide control panel components, build the panel, test the panel and resolve any issue/problems with the internal panel wiring or components and then deliver the panel to the job site.

• Provide submittals, loop checkout once the panel is installed and do panel markups after startup.

• Perform field testing, start up, and Owner training services for VFDs.

• Address any equipment deficiencies after installation by installation contractor.

• Other work as described in the plans and specifications.

Key Dates:

• Contract effective date: Upon execution

• Submittals: 3 weeks after contract execution

• Control panel and VFD delivery to site: 20 weeks after contract execution.

• Startup and training date: To be coordinated with installation contractor (separate contract).

Supplier shall be available for startup and training within three (3) weeks of advance notice from installation contractor.

• Contract expiration date: October 28, 2022

*Liquidated Damages will be a requirement of the executed contract.

Delivery of Goods Delivery time is of the essence and may be a factor in making an award.

Quoter Requirements:

• Quoters shall have been in business for a minimum of 5 years producing Controls Panels and providing VFD’s.

• Quoters must have experience with building 20 control panels in a manor substantially similar to the requirements set forth in the specifications.

Revised 11/2/2021 Page 3

The following items are incorporated within this RFQ:

• SPECIFICATIONS BOLTON PUMP STATION –PANEL PROCUREMENT FOR

Clackamas Water Environment Services, Volume 1 of 2 dated October 2021.

• PUMP STATION REHABILITATION AND UPGRADES- Bolton Pump Station Control

Panel and VFD Procurement Plans, Volume 2 of 2 dated October 2021.

3. SAMPLE CONTRACT

Submission of a Quote in response to this RFQ indicates Quoter’s willingness to enter into a contract containing substantially the same terms of the below referenced contract, which can be found at:

https://www.clackamas.us/finance/terms.html, with the below indicated requirements. No action or response to the sample contract is required under this RFQ. The applicable sample contract is the:

Goods & Services Contract (unless checked, item does not apply) 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.

*Liquidated Damages:

Please note that Liquidated Damages will be a requirement within the awarded contract.

Supplier and Owner recognize that time is of the essence and that Owner will suffer financial loss if the Work is not completed within the Key Dates. The parties also recognize the delays, expense, and difficulties involved in proving in a legal or other dispute resolution proceeding the actual loss suffered by Owner if the Work is not completed on time. Accordingly, instead of requiring any such proof, Owner and Supplier agree that as liquidated damages for delay (but not as a penalty) Supplier shall pay Owner the following liquidated damages amounts for each day that expires after the delivery to site and after the agreed startup and training time specified of $345.

Contract effective date: Upon execution Submittals: 3 weeks after contract execution Control panel and VFD delivery to site: 20 weeks after contract execution.

Startup and training date: To be coordinated with installation contractor (separate contract). Supplier shall be available for startup and training within three (3) weeks of advance notice from installation contractor.

Contract expiration date: October 28, 2022

4. QUOTE

Quotes should be short and concise with the following information:

A. A written statement presented on vendor letterhead, that the Quoter has reviewed the plans and specifications and will furnish the equipment in accordance and within the specified delivery time;

B. Not-to-exceed lump sum price for one Control Panel;

C. Itemized price per VFD panel with a Not-to-exceed lump sum price for three VFD Panels;

D. Warranty information; and E. Quote Certification Form.

5. EVALUATION

The quote received from the lowest responsive responsible Quoter will be awarded a contract. The "lowest responsive responsible Quoter" is the lowest Quoter who has substantially complied with all requirements of the Request for Quote and who can be expected to deliver promptly and perform reliably in the determination of Clackamas County.

https://www.clackamas.us/finance/terms.html

Revised 11/2/2021 Page 4

QUOTE CERTIFICATION FORM

RFQ #2021-102

Submitted by: ____________________________________________________________________ (Must be entity’s full legal name)

Each Quoter must read, complete and submit a copy of this Clackamas County Certification with their Quote. Failure to do so may result in rejection of Quote. By signature on this Certification the undersigned certifies that they are authorized to act on behalf of the Quoter and that under penalty of perjury the undersigned will comply with the following:

SECTION I. OREGON TAX LAWS: As required in ORS 279B.110(2)(e), the undersigned hereby certifies that, to the best of the undersigned’s knowledge, the Quoter is not in violation of any Oregon Tax Laws. For purposes of this certification, “Oregon Tax Laws” means the tax laws of the state or a political subdivision of the state, including ORS

305.620 and ORS chapters 316, 317 and 318. If a contract is executed, this information will be reported to the Internal Revenue Service. Information not matching IRS records could subject Quoter to 24% backup withholding.

SECTION II. NON-DISCRIMINATION: That the Quoter has not and will not discriminate in its employment practices with regard to race, creed, age, religious affiliation, sex, disability, sexual orientation, gender identity, national origin, or any other protected class. Nor has Quoter or will Quoter discriminate against a subcontractor in the awarding of a subcontract because the subcontractor is a disadvantaged business enterprise, a minority-owned business, a woman-owned business, a business that a service-disabled veteran owns or an emerging small business that is certified under ORS 200.055.

SECTION III. CONFLICT OF INTEREST

The undersigned hereby certifies that no elected official, officer, agent or employee of Clackamas County is personally interested, directly or indirectly, in any resulting contract from this RFQ, or the compensation to be paid under such contract, and that no representation, statements (oral or in writing), of the County, its elected officials, officers, agents, or employees had induced Quoter to submit this Quote. In addition, the undersigned hereby certifies that this proposal is made without connection with any person, firm, or corporation submitting a quote for the same material, and is in all respects fair and without collusion or fraud.

SECTION IV. COMPLIANCE WITH SOLICITATION: The undersigned further agrees and certifies that they:

1. Have read, understand and agree to be bound by and comply with all requirements, instructions, specifications, terms and conditions of the RFQ (including any attachments); and

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

3. Will furnish the designated item(s) and/or service(s) in accordance with the RFQ and Quote; and

4. Will use recyclable products to the maximum extend economically feasible in the performance of the contract work set forth in this RFQ.

Name:_______________________________________ Date:______________________________________

Signature:____________________________________ Title:______________________________________

Email:_______________________________________ Telephone:_________________________________

Oregon Business Registry Number:________________ OR CCB # (if applicable):________________________

Business Designation (check one):

Corporation Partnership Sole Proprietorship Non-Profit Limited Liability Company

Resident Quoter, as defined in ORS 279A.120 Non-Resident Quote. Resident State: ____________________

Revised 11/2/2021 Page 5

CLACKAMAS COUNTY

INSTRUCTIONS TO QUOTERS

Quotes are subject to the applicable provisions and requirements of the Clackamas County Local Contract Review Board Rule C-047-0270 (Intermediate Procurements) and Oregon Revised Statutes.

QUOTE PREPARATION

1. QUOTE FORMAT: Quotes must be must be submitted as indicated in the RFQ.

2. CONFORMANCE TO RFQ REQUIREMENTS: Quotes must conform to the requirements of the RFQ. Unless otherwise specified, all items quoted are to be new, unused and not remanufactured in any way. Any requested attachments must be submitted with the quote and in the required format. Quote prices must be for the unit indicated on the quote. Failure to comply with all requirements may result in quote rejection.

3. ADDENDA: Only documents issued as addenda by Clackamas County serve to change the RFQ in any way. No other directions received by the Quoter, written or verbal, serve to change the RFQ document. NOTE: IF YOU HAVE RECEIVED A COPY OF THE RFQ, YOU SHOULD CONSULT OREGONBUYS (https://oregonbuys.gov/bso/view/login/login.xhtml) TO ENSURE

THAT YOU HAVE NOT MISSED ANY ADDENDA OR ANNOUNCEMENTS. QUOTERS

ARE NOT REQUIRED TO RETURN ADDENDUMS WITH THEIR QUOTE. HOWEVER,

QUOTERS ARE RESPONSIBLE TO MAKE THEMSELVES AWARE OF, OBTAIN AND

INCORPORATE ANY CHANGES MADE IN ANY ADDENDA ISSUED, AND TO

INCORPORATE ANY CHANGES MADE BY ADDENDUM INTO THEIR FINAL QUOTE.

FAILURE TO DO SO MAY, IN EFFECT, MAKE THE QUOTER'S QUOTE NON-

RESPONSIVE, WHICH MAY CAUSE THE QUOTE TO BE REJECTED.

4. USE of BRAND or TRADE NAMES: Any brand or trade names used by Clackamas County in the specifications are for the purpose of describing and establishing the standard of quality, performance and characteristics desired and are not intended to limit or restrict competition.

Quoters may submit quotes for substantially equivalent products to those designated unless the RFQ provides that a specific brand is necessary because of compatibility requirements, etc. All such brand substitutions shall be subject to approval by Clackamas County.

5. PRODUCT IDENTIFICATION: Quoters must clearly identify all products quoted. Brand name and model or number must be shown. Clackamas County reserves the right to reject any quote when the product information submitted with the quote is incomplete.

6. FOB DESTINATION: Unless specifically allowed in the RFQ, QUOTE PRICE MUST BE F.O.B. DESTINATION with all transportation and handling charges included in the Quote.

7. DELIVERY: Delivery time must be shown in number of calendar days after receipt of purchase order.

8. EXCEPTIONS: Any deviation from quote specifications, or the form of sample contract referenced in this RFQ, may result in quote rejection at County’s sole discretion.

9. SIGNATURE ON QUOTE: Quotes must be signed by an authorized representative of the Quoter. Signature on a quote certifies that the quote is made without connection with any person, firm or corporation making a quote for the same goods and/or services and is in all respects fair and without collusion or fraud. Signature on a quote also certifies that the Quoter has read and fully understands all quote specifications, and the sample contract referenced in this RFQ (including insurance requirements). No consideration will be given to any claim resulting from quoting without comprehending all requirements of the RFQ.

10. QUOTE MODIFICATION: Quotes, once submitted, may be modified in writing before the time and date set for quote closing. Any modifications should be signed by an authorized representative, and state that the new document supersedes or modifies the prior quote. Quoters may not modify quotes after quote closing time.

11. QUOTE WITHDRAWALS: Quotes may be withdrawn by request in writing signed by an authorized representative and received by Clackamas County prior to the Quote Due Date/Time.

Quotes may also be withdrawn in person before the Quote Due Date/Time upon presentation of appropriate identification.

12. QUOTE SUBMISSION: Quotes may be submitted by returning to Clackamas County Procurement Division in the location designated in the introduction of the RFQ; however, no oral https://oregonbuys.gov/bso/view/login/login.xhtml

Revised 11/2/2021 Page 6 or telephone quotes will be accepted. Envelopes, or e-mails containing Quotes should contain the RFQ Number and RFQ Title.

QUOTE EVALUATION AND AWARD

1. PRIOR ACCEPTANCE OF DEFECTIVE PROPOSALS: Due to limited resources, Clackamas County generally will not completely review or analyze quotes which fail to comply with the requirements of the RFQ or which clearly are not the best quotes, nor will Clackamas County generally investigate the references or qualifications of those who submit such quotes.

Therefore, neither the return of a quote, nor acknowledgment that the selection is complete shall operate as a representation by Clackamas County that an unsuccessful quote was complete, sufficient, or lawful in any respect.

2. DELIVERY: Significant delays in delivery may be considered in determining award if early delivery is required.

3. CASH DISCOUNTS: Cash discounts will not be considered for award purposes unless stated in the RFQ.

4. PAYMENT: Quotes which require payment in less than 30 days after receipt of invoice or delivery of goods, whichever is later, may be rejected.

5. INVESTIGATION OF REFERENCES: Clackamas County reserves the right to investigate references and or the past performance of any Quoter with respect to its successful performance of similar services, compliance with specifications and contractual obligations, and its lawful payment of suppliers, sub-contractors, and workers. Clackamas County may postpone the award or execution of the contract after the announcement of the apparent successful Quoter in order to complete its investigation. Clackamas County reserves the right to reject any quote or to reject all quotes at any time prior to Clackamas County's execution of a contract if it is determined to be in the best interest of Clackamas County to do so.

6. METHOD OF AWARD: Clackamas County reserves the right to make the award by item, groups of items or entire quote, whichever is in the best interest of Clackamas County.

7. QUOTE REJECTION: Clackamas County reserves the right to reject any and all quotes for any reason including, but not limited to, a Quoter’s failure to constitute as a responsible bidder under ORS 279B.110 and LCRB C047-640-1-c-F-iii.

8. QUOTE RESULTS: Quoters who submit a quote will be notified of the RFQ results. Awarded quote files are public records and available for review by submitting a public records request or by appointment.

SPECIFICATIONS

BOLTON PUMP STATION –

PANEL PROCUREMENT

FOR

Clackamas Water Environment Services Volume 1 of 2

October 2021

Water Environment Services 150 Beavercreek Rd Oregon City, OR 97045

Pump Station Rehabilitation and Upgrades Project Table of Contents Bolton Pump Station – CP and VFD Procurement 00 01 10 - 1

SECTION 00 01 10 – TABLE OF CONTENTS

FOR

PUMP STATION REHABILITATION AND UPGRADES - BOLTON PUMP STATION PANEL

PROCUREMENT PROJECT

Section Title Page

TECHNICAL SPECIFICATIONS

Division 01 - General Requirements 01 22 20 Unit Price Measurement & Payment 1-2 01 33 00 Submittal Procedures 1-10

Division 02 Through 25

NOT USED

Division 26 - Electrical 26 29 23 Variable Frequency Drives 1-14

Division 27 through Division 39

NOT USED

Division 40 - Process Integration 40 91 00 Process Instrumentation and Control 1-6 40 92 00 Control Panels and Components 1-26 40 95 11 PLC Control System Hardware 1-8

DRAWINGS

See Sheet G-1 for Drawing Index

SUPPLEMENTARY INFORMATION

END OF SECTION

Pump Station Rehabilitation and Upgrades Project Measurement and Payment Bolton Pump Station – CP and VFD Procurement 01 22 20 - 1

SECTION 01 22 20 - MEASUREMENT AND PAYMENT

PART 1 GENERAL

1.1 Description

Measurement and payment will be on a unit price basis in accordance with the prices set forth in the proposal for individual work items. Where work is required but does not appear as a separate item in the proposal, the cost for that work shall be included and absorbed in the unit prices named in the proposal. CONTRACTOR / VENDOR shall make a careful assessment when preparing the bid.

A. Control Panel:

Measurement and payment will be on a lump sum basis to furnish and deliver the Control Panel as shown and specified and provide field testing, start up, and training assistance to the installing Contractor.

B. VFD Panels (three identical panels):

Measurement and payment will be on a lump sum basis to furnish and deliver the VFD panels as shown and specified and provide field testing, start up, and training assistance to the installing Contractor.

1.2 Progress Payments

The amounts paid in the Contract progress payments will be based on the percent of the total cost for each bid item that is earned from the following milestones:

• 20% will be paid when panel submittals have been approved by the Owner.

• 40% will be paid when the panels have been delivered to the Owner.

• 30% will be paid when the panels are operational and accepted by the Owner.

• 10% will be paid when Operation and Maintenance Manuals and Record Drawings have been accepted by the Owner.

Pump Station Rehabilitation and Upgrades Project Measurement and Payment Bolton Pump Station – CP and VFD Procurement 01 22 20 - 2

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Pump Station Rehabilitation and Upgrades Project Submittal Procedures Bolton Pump Station – CP and VFD 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.

C. CONTRACTOR/VENDOR: The company which is providing equipment specified in this contract. The CONTRACTOR/VENDOR shall coordinate with an installing CONTRACTOR which will be determined at a later date.

D. Installing CONTRACTOR: The general CONTRACTOR which is awarded the contract to construct and install various improvements at the Bolton Pump Station, including the equipment specified in these specifications.

Bolton Pump Station – CP and VFD Procurement 01 33 00 - 2

1.3 SCHEDULE OF SUBMITTALS

A. Within 10 days after the Effective Date of the Contract, CONTRACTOR/VENDOR 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.

B. Provide panel drawings and product information within three weeks after the Effective Date of the Contract.

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

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

E. CONTRACTOR/VENDOR’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/VENDOR 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/VENDOR’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/VENDOR has satisfied CONTRACTOR/VENDOR’s obligations under the Contract Documents with respect to CONTRACTOR/VENDOR’s review of that submittal, and that CONTRACTOR/VENDOR approves the submittal.

Bolton Pump Station – CP and VFD Procurement 01 33 00 - 3

C. With each submittal, CONTRACTOR/VENDOR 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/VENDOR 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.

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/VENDOR 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/VENDOR, SUBCONTRACTOR and supplier, pertinent drawing and detail number, and specification Section number appropriate to submittal.

F. Apply CONTRACTOR/VENDOR'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.

Bolton Pump Station – CP and VFD Procurement 01 33 00 - 4

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/VENDOR 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/VENDOR, 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/VENDOR. If the CONTRACTOR/VENDOR requests that more than two (2) copies of the reviewed submittal be returned, then the CONTRACTOR/VENDOR shall submit the appropriate quantity of submittals.

I. When electronic transmittals of submittals are provided by the CONTRACTOR/VENDOR under established protocols described elsewhere in the Contract Documents or as jointly developed by the OWNER, Engineer and CONTRACTOR/VENDOR, 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/VENDOR 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/VENDOR.

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/VENDOR and Engineer review stamps or comments.

M. When revised for resubmission, the CONTRACTOR/VENDOR 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.

Bolton Pump Station – CP and VFD Procurement 01 33 00 - 5

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/VENDOR from responsibility for errors of any sort in the submittals and shop drawings.

C. Submittals made by CONTRACTOR/VENDOR 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/VENDOR with notations thereon indicating "No Exception Taken", "Make Corrections Noted", "Rejected", "Revise and Resubmit", or "Submit Specified Item".

E. If more than two (2) submissions of an item are required to meet the Project specifications, CONTRACTOR/VENDOR 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/VENDOR to secure reimbursement for such charges, unless the need for such change is beyond the control of CONTRACTOR/VENDOR.

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/VENDOR from responsibility for any variation from the requirements of the Contract Documents unless CONTRACTOR/VENDOR 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.

Bolton Pump Station – CP and VFD Procurement 01 33 00 - 6

J. Engineer’s review of a Shop Drawing or Sample shall not relieve CONTRACTOR/VENDOR 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/VENDOR 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/VENDOR shall direct specific attention in writing to revisions other than the corrections called for by Engineer on previous submittals.

B. CONTRACTOR/VENDOR shall furnish required submittals with sufficient information and accuracy to obtain required review of an item with no more than two submittals.

Engineer will record Engineer’s time for reviewing a third or subsequent submittal of a Shop Drawings, sample, or other item requiring review, and CONTRACTOR/VENDOR shall be responsible for Engineer’s charges to OWNER for such time. OWNER may impose a set-off against payments due to CONTRACTOR/VENDOR to secure reimbursement for such charges.

C. If CONTRACTOR/VENDOR requests a change of a previously reviewed submittal item, CONTRACTOR/VENDOR 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/VENDOR to secure reimbursement for such charges, unless the need for such change is beyond the control of CONTRACTOR/VENDOR.

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.

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1. Note submittal will be returned to CONTRACTOR/VENDOR 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.

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.

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

2.5 CERTIFICATES

A. Warranty statements certifying the equipment will be guaranteed for a minimum period of one year from the date of startup, operation in the pump station and acceptance of the equipment by the Owner.

B. Informational Submittal: Submit certification by manufacturer or CONTRACTOR/VENDOR to Engineer, in quantities specified for Product Data.

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

D. 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.

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

Bolton Pump Station – CP and VFD Procurement 01 33 00 - 9 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.

PART 3 EXECUTION - Not Used

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Pump Station Rehabilitation and Upgrades Project Variable Frequency Drives Bolton Pump Station - CP and VFD Procurement 26 29 23 - 1

SECTION 26 29 23 – VARIABLE FREQUENCY DRIVES

PART 1 GENERAL

1.1 DESCRIPTION

A. This specification is to cover a complete Variable Frequency Drive (VFD aka: VFD, AFD, ASD, Inverter, AC Drive, et al) consisting of a pulse width modulated (PWM) inverter designed for use with a standard AC induction motor, synchronous reluctance (SynRM) and permanent magnet (PM) motors in wastewater applications. The VFD must provide a V/Hz or sensor-less vector mode of operation.

B. The drive contractor/vendor shall supply the drive and all necessary options as specified VFDs that are manufactured by a third party and “brand labeled” shall not be acceptable.

1.2 QUALITY ASSURANCE

A. Referenced Standards and Guidelines:

1. Institute of Electrical and Electronic Institute of Electrical and Electronic Engineers

(IEEE)

a. IEEE 519, Guide for Harmonic Content and Control.

2. Underwriters Laboratories (as appropriate)

a. UL508C

b. UL61800-5-1

3. National Electrical Manufacturer’s Association (NEMA)

a. ICS 7.0, AC Adjustable Speed Drives

4. International Electro-technical Commission (IEC)

a. EN/IEC 61800-3

b. 2014/35/EU Low Voltage Directive

c. 2014/30/EU Electromagnetic compatibility (EMC)

d. 2006/42/EC Machinery Directive

5. National Electric Code (NEC)

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a. NEC 430.120, Adjustable-Speed Drive Systems

6. International Building Code (IBC)

a. IBC 2012 Seismic – referencing ASC 7-05 and ICC AC-156

B. Qualifications:

1. VFDs and options shall be UL508C listed. The ACQ580 standard VFD shall be UL labeled 100 kA SCCR, RMS Symmetrical, 600V max.

2. UL-APPROVAL the VFDs shall be available as UL compliant version which complies the technical regulations of UL according to UL61800-5-1. A UL listing document shall be available to confirm VFDs compliance with the requirements.

Manufacturer’s statements of UL compliance or pending approval are not accepted. The VFD shall comply the technical regulations of UL according to UL508C. UL listing document shall be available to confirm VFDs compliance with the requirements.

3. Environmental Manufacturing: The VFD shall comply with Restriction of Hazardous Substances in Electrical and Electronic Equipment directive 2011/65/EU requirements, so called RoHS II requirements. The VFD shall be easy to recycle. The manufacturer shall make recycling instructions publicly available. The recycling instructions shall provide recycling information in accordance to Waste Electrical and Electronic Equipment directive 2012/19/EU (WEEE).

4. Functional Safety:

a. The VFDs shall support ‘Safe Torque Off’ (STO) function capable for safety related applications up to SIL 3, SILCL 3 and PL e.

b. The VFD shall comply with the following standards

1) IEC 61508:2010; SIL

2) ISO 13849-1:2006; PL e

3) IEC 62061:2005; SILCL 3

4) IEC 61800-5-2:2007; SIL 3

1.3 SUBMITTALS

A. The Submittals shall be in accordance with 01 33 00 and include the following information at minimum:

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1. Product Overview

2. Dimensional Shop Drawings

3. Control Circuit Drawings

4. Engineering Data including rating tables and weight

5. General Notes

PART 2 PRODUCTS

2.1 VARIABLE FREQUENCY DRIVES (VFD)

A. The VFD shall be solid state, with a Pulse Width Modulated (PWM) output. The VFD shall be a Sensor-less Vector AC to AC converter utilizing the latest Insulated Gate Bipolar Transistor (IGBT) technology. The VFD shall employ a Sensor-less Vector inner loop torque control strategy that mathematically determines motor torque and flux.

The VFD must also provide an optional operational mode for V/Hz Operation.

B. Acceptable manufacture:

1. ABB ACS880 or ACQ580 product family

2. Eaton Clean Power Drives

3. Or approved equal

C. Ratings:

1. The VFD shall be rated to operate from 3-phase power at the voltage of 480 VAC +10%/-15%, 48Hz to 63Hz. The VFD shall employ a full wave rectifier to prevent input line notching and operate at a fundamental (displacement) input power factor of 0.98 at all speeds and nominal load. The ACQ580 standard VFD efficiency shall be 98% or better at full speed and load.

2. An 480Vac 1-350 Hp VFD, shall have internal chokes (reactors) to reduce input current harmonic content, provide protection from power line transients such as utility power factor correction capacitor switching transients and reduce RFI emissions.

3. Units shall utilize an insulated gate bipolar transistor (IGBT) technology as the input rectifier unit. This system shall be designed and configured such that IEEE 519 harmonic emission limits are inherently met without the need for external mitigation devices such as line reactors or filters.

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4. The overvoltage trip level shall be a minimum of 30% over nominal, and the under-voltage trip level shall be a minimum 35% under the nominal voltage.

5. Normal Duty / Variable Torque output voltage and current ratings shall match the adjustable frequency operating requirements of a standard AC induction, synchronous reluctance (SynRM) or permanent magnet (PM) motors in water and wastewater applications. The short term normal duty overload current capacity shall be 110% of rated current for one (1) minute out of ten (10) minutes.

6. Heavy Duty / Constant Torque output voltage and current ratings shall match the adjustable frequency operating requirements a standard AC induction, synchronous reluctance (SynRM) or permanent magnet (PM) motors in water and wastewater applications. The short term heavy duty overload current capacity shall be 150% of rated current for one (1) minute out of ten (10) minutes and peak overload capacity shall be 180% for two (2) seconds out of each minute with an instantaneous overcurrent trip at 350% or higher.

7. Output frequency shall be adjustable between 0Hz and 500Hz forward or reversing.

Operation above motor nameplate shall require programming changes to prevent inadvertent high-speed operation.

8. The VFD shall be furnished in an Open Chassis (IP00) , UL Type 1 (NEMA 1) or UL Type 12 (NEMA 12) listed enclosure rated as specified for operation at ambient temperatures between -15oC and 40oC at an altitude not exceeding 3300 feet, with relative humidity less than 95% and no condensation allowed.

9. The printed circuit boards (PCB) shall be conformal coated to protect from atmospheric contamination by Chemical gasses and Solid particles per IEC 60721- 3-3; Chemical gasses Class 3C2 and Solid particles Class 3S2.

2.2 MOTOR CONTROL

A. The VFD shall be capable of controlling an induction motor, permanent magnet motor and synchronous reluctance motors as standard. Have a maximum allowed motor cable length 1000 feet (300 meters). The VFD shall commission an induction motor, permanent magnet motor and synchronous reluctance motor with the motor nameplate values only, without the need to get the motor values from other sources.

B. Scalar and vector control modes shall be supported and there shall be independent control chains and parameters for both of the motor control modes.

C. The overload rating of the VFD shall be 110 % of its rated normal duty current for 1 minute every 10 minutes and with a minimum of 130 % for 2 seconds every 1 minute.

Overload ability shall be available at all times - not only at start.

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D. The VFD shall be capable of sensing the loss of load (broken belt / broken coupling / dry pump) and signal the loss of load condition. The drive shall be possible to be programmed to signal this condition via a control panel warning, relay output and/or over the serial communications.

E. Relay outputs shall include programmable for on/off time delays that will allow for drive acceleration or deceleration to and from zero speed, without signaling a false underload condition.

F. It shall be possible to disconnect a motor running full speed by opening an optional contactor between motor and VFD without causing any damage to the VFD.

G. The VFD shall include a standard embedded functional safety feature Safe Torque Off, (STO), to make the motor mechanically safe.

H. The VFD shall include an energy optimization circuit (flux optimization) that will automatically reduce applied motor voltage to the motor to reduce energy consumption by up to 10% and lower audible motor noise.

I. The VFD shall be capable of starting into a spinning load (forward or reverse) up to full speed and accelerate or decelerate to a set-point (flying start) without tripping or component damage.

J. The VFD shall restart after a power loss without the need to resend the start command.

This feature shall be there regardless of the control source, control panel, I/O or fieldbus.

K. Flux braking shall be available, where the VFD controls the motor to dissipate the extra rotary energy as heat whenever braking is required. It shall be possible to use this flux braking feature to decelerate the motor from one speed to another – not only for stopping the motor.

L. Power-Loss-Ride-Through shall be programmable. If the incoming supply voltage is cut off, the VFD continues to operate using the kinetic energy of the rotating motor.