Specifications~8.docx

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ITB - Tracked Excavators Price Agreement Rebid
Solicitation number
S-73000-00003261
Issued by
Marion County, Oregon

About this file

The provided document is a Scope of Work Statement for a statewide, long-term, multiple vendor Price Agreement for the purchase of tracked excavators to be used by the Oregon Department of Transportation (ODOT) for highway maintenance operations across the state. The excavators must meet detailed specifications including minimum requirements for basic dimensions, capabilities, attachments, cab and interior features, engine, transmission, hydraulic system, and electrical system. The contract will allow for future model changes, upgrades, and technological advances. ODOT requires delivery within 220 days after receipt of order and the ability to inspect units prior to delivery. The contract will include comprehensive warranties, training for operators and maintenance staff, and full service and maintenance options.

Pricing and terms for the contract are specified, including requirements for reimbursement of warranty repair costs, allowances for ODOT to perform warranty repairs, and emergency repair procedures. This opportunity is open to all qualified vendors and is not limited to any incumbents. Funding sources are not specified, but the contract will be utilized by state and local government agencies within Oregon, including Marion County and the City of Salem.

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Other files

File Type Posted
Bid Cover Sheet~11.docx DOCX document
Workmanship Standards~8.docx DOCX document
Pricing Form~6.doc DOC document
Sample Agreement~5.docx DOCX document
Sole Source Justification_FINAL.pdf PDF
Bid Tabulation~1.pdf PDF
Invitation to Bid~45.docx DOCX document

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File # 841-22

Scope of Work Statement Tracked Excavator

The Oregon Department of Transportation, Fleet Operations and Services has an ongoing need to establish a statewide, long term, multiple vendor, Price Agreement that can be utilized for the purchase of tracked excavator as specified, with integral, factory installed hydraulic thumb and plumbed for additional equipment, including but not limited to a breaker/hammer, compactor, and mulcher type mower with hydraulic “pin grabber” style coupler as described in this specification (“Unit”) The Tracked Excavator will be used statewide at elevations from near sea level to 8000 feet above sea level, and in all weather conditions. The units must remain operational under these conditions.

These units shall be equipped, configured and used for highway maintenance operations. But not limited to, performance in such applications such as; ditch cleaning, highway shoulder work, slide removal, snow removal operations, mowing and miscellaneous maintenance activities.

All equipment supplied shall be new, unused, standard, current production models of a manufacturer with experience in the production of Tracked Excavators and their components. All workmanship, materials, and installation procedures shall be of good quality and design. All equipment supplied shall conform to all applicable Occupational Safety and Health Administration (OSHA), Mine Safety and Health Administration (MSHA), and Environmental Protection Agency (EPA) regulations and to all Society of Automotive Engineers (SAE), American National Standards Institute (ANSI) and other industry related standards in effect at the time of delivery. This will be a long term Price Agreement and will allow for future model changes, upgrades, industry changes and technological advances.

The manufacturer must have a long term (4 years or longer) full service center, including sales and service dealer within a 60 mile radius of ODOT Fleet Operations, 455 Airport Rd SE, Salem, OR 97301. Proof of this must be submitted with bid.

Additional available options and sizes may be bid.

Input torque of any driven component used in the Tracked Excavator must exceed the maximum output torque of the drive component. ODOT reserves the right to ask for engineering data proof.

The bidder shall provide all components, hardware, fluids and parts necessary for proper assembly, installation, and operation of the Units, even though certain items may not be specifically described in this bid opportunity. This includes all cables, fittings, couplers, brackets, bucket pins, and adapters, etc. Quote pricing must include the cost of such components, hardware and parts.

Bidder must also offer full service and maintenance options for units for 24, 36 and 48 month terms. Units will be covered by a full bumper to bumper warranty. Contractor will also be responsible for all scheduled and unscheduled services, maintenance and repairs for the term of the full service. This includes travel time and any other incurred cost. Service options cannot be bid separately, must be included in the specified excavator bid.

2.0 DETAILED SPECIFICATIONS:

Unless particular Specifications under this section or the Special Contract Terms and Conditions require otherwise, the following default Specifications apply:

2.1 COLOR

The Tracked Excavator must be painted in the manufacturer’s standard color. All paint must be lead free.

2.2 BASIC DIMENSIONS AND CAPABILITES:

2.2.1 The machines must be of standard configuration, not a reduced tail swing model.

2.2.2 The operating weight must be a minimum of 29,500 pounds in a fully serviced condition with standard attachments

2.2.3 The digging reach must be a minimum of 28 feet.

2.2.4 The digging depth must be a minimum of 19 feet.

2.2.5 The loading height must be a minimum of 20.5 feet.

2.2.6 The tracks shall be steel triple grouser type and will be 28 inches wide.

2.2.7 The machines will be equipped with hydraulically operated track width blade.

2.2.8 The machines will come with 2 buckets, (1) 24 inch wide, heavy duty, “digging” bucket with replaceable teeth and (1) 60 inch wide flat bottom “ditching” bucket with bolt-on cutting edge.

2.2.8 The machines shall be equipped with all undercarriage protection guarding offered, and include hydraulic track tensioning adjustment.

2.3 ATTACHMENTS: All attachments must be complete with pins, hoses, hydraulic couplers, mounts or any needed equipment for attachment and operation, this would be in addition to the required buckets listed in 2.2.8. Please indicate price for each item option on pricing sheet.

2.3.1 Fecon CEM36 Mulching mower head or approved equal.

2.3.2 Hydraulic breaker/hammer attachment correctly sized for weight and flow for machine. Breaker/hammer must have both chisel and mole point bits included.

2.3.3 Vibratory compactor attachment correctly sized for weight and flow for machine.

2.4 CAB AND INTERIOR COMPARTMENTS

2.4.1 Cab ROPS and overhead protection must conform to the latest OSHA, SAE and International Organization of Standardization (ISO) standards in place at the time of manufacture.

2.4.2 All windows must be tinted safety glass. Must have windshield wiper with washer on front windshield. Optional protection screens for the front, rear and side windows must be bid if offered. Protective screen for sun roof if machine is equipped, must also be bid as part of package. Protection screens must not interfere with windshield wiper operation.

2.4.3 The operator’s seat must be cloth covered, adjustable, air suspension type with arm rests. Safety belt with retractor must be installed.

2.4.4 A heavy duty hot water heater/defroster must be supplied and be capable of producing sufficient heat for the cab and for defrosting all the windows during adverse winter weather operations. Heater and defroster must be equipped with a multi-speed fan control.

2.4.5 Original Equipment Manufacturer (OEM) installed cab air conditioner must be furnished.

2.4.6 The cab must be pressurized with filtered air.

2.4.7 All switches and controls must be within easy reach of the operator with the safety belt on. The instrument panel/monitor, must have all necessary gauges/function monitoring grouped in clear view of the operator. At a minimum, including fuel level, diesel exhaust fluid (DEF) level, coolant temperature, hydraulic oil temperature, hour meter, air filter restriction indicator and tachometer/speedometer. In addition to “gauges”, there must be a multiple level warning system for critical functions and parking brake on.

2.4.8 Excavator controls must be joystick type, 2 lever controls. A hand control pattern selector valve or switch (to switch the control pattern from SAE to ISO) must be included. Control lockout must be provided.

2.4.9 An automatic swing brake must be provided.

2.4.10 A in-cab dome light with manual switch must be provided.

2.4.11 Must be equipped with an electric horn.

2.2.12 Must be equipped with an am/fm stereo w/speakers.

2.4.13 The cab must be equipped with, right and left outside mirrors. Heated mirrors must be bid as an option if offered.

2.4.14 Option to be pre-wired for state installed two-way radio must be bid on price sheet. Wired as the following:

a. 2-way Radio Wiring Circuits: A wiring “loom” shall be provided to meet the following requirements and must have at least 24 inches of available wire and be labeled “radio circuits”. This will be routed out from under dash/console and coiled on cab floor. Wire ends shall be “capped” to prevent short circuiting.

(a.1) 1, 10 gauge red wire +12V, connected to the vehicle’s positive battery terminal, battery disconnect switch or adequately sized 24/12 volt inverter. A 30 amp circuit breaker or fuse (that matches units OEM style) shall protect this circuit.

(a.2) 1, 10 gauge black wire -12V, connected to the vehicle’s negative battery terminal or OEM dedicated chassis ground point.

(a.3) 1, 14 gauge yellow wire to provide +12V with the ignition switch in the “on” and “accessory” position. A 3 amp circuit breaker or fuse (that matches units OEM style) shall protect this circuit.

(a.4) 1, 14 gauge red wire +12V, connected to the vehicle’s positive battery terminal, battery disconnect switch or adequately sized 24/12 volt inverter. A 5 amp circuit breaker or fuse (that matches units OEM style) shall protect this circuit.

(a.5) 1, 14 gauge black wire -12V, connected to the vehicle’s negative battery terminal or OEM dedicated chassis ground point.

2.4.15 Units must be bid with largest fuel capacity offered for model.

2.4.16 Engine compartment side covers or enclosure hood must afford easy access to engine components and service points.

2.4.17 Vandalism protection must be complete; all required cylinders locks or padlocks must be supplied. Keys must be master cut so one key will access any cylinder lock and/or all padlocks on all units purchased. Three keys must be supplied with each individual machine. The following items must either be protected by locks or must be within a compartment that is protected:

a. Engine master or stop/start switch

b. Engine side covers/enclosure hood

c. Cab doors

d. Battery compartment (if not within other protection)

e. Tool box (if not within other protection)

f. All filler caps (if not within other protection)

2.4.18 The interior noise level in a closed cab at the operators position must not exceed 75dB(A) when tested in accordance with ISO 6394.

2.4.19 Cab access must include hand holds and steps. Adequate toe clearance must be provided for all steps. Open-grate type steps are preferred.

2.4.20 Must be equipped with a lockable weather tight toolbox.

2.6 ENGINE

2.6.1 The engine must be an electronically controlled, liquid cooled, turbocharged, 4 cycle and diesel fueled. Engine must be capable of operating on biodiesel blends of up to B20, and renewable diesel blends of up to R99. Engine must meet all current EPA standards at the time of manufacture.

2.6.2 Net engine power must be defined in accordance with ISO 9249.

2.6.3 Engine filters must be spin-on type where practical and sized for “severe service duty”. Engine filters must include at least the following:

a. Fuel filter with water separator

b. Oil filter(s)

c. Air cleaner, two stage, with pre-cleaner

2.6.4 The engine must be capable of starting after being parked with engine off, outside for 12 hours, in an ambient air temperature of -15°F, using in-cab engine controlled starting aids. If an ether type system is used, it must be controlled by the unit’s Engine Control Module.

2.6.5 A 110 volt, immersion type, engine coolant heater with thermostat must be installed. The heater must be the threaded bushing type. The heater must be wired to a three-prong, male, panel mount plug, mounted on the left, outside of unit if practical.

2.6.6 The engine must have a minimum output of 73 HP.

2.6.7 The engine cooling system must be manufacturer’s maximum available, protected to -34°F at time of delivery.

2.6.8 The exhaust system must be equipped with a vertical stack, with elbow.

2.7 TRANSMISSION

2.7.1 The transmission must be fully hydrostatic with oil cooler.

2.7.2 Tracks must be controlled by normal industry standard foot/hand controls.

2.10 ELECTRICAL SYSTEM

2.10.1 Electrical system must be 12 or 24 volt negative ground.
2.10.2 Alternator must be highest amperage offered on machine.

2.10.3 Battery(ies) must heavy duty, low maintenance, off-road vibration resistant with the highest CCA each offered on machine. There must be an accessible battery disconnect switch.

2.10.4 An electronic, minimum 107dB back up alarm must be installed. Variable volume type must not be used.

2.10.5 Each set of external lights must be able to be controlled separately and include the following:

All lights must be halogen or LED. Additional lighting options must be bid if offered.

a. Two front positioned work lights

b. One boom positioned work light

c. One rear positioned work light

2.11 HYDRAULIC SYSTEM

2.11.1 The hydraulic system must be sized to operate the excavator and all attachments included and/or offered in this PA without overheating.

2.11.2 Controls for the attachments must be located in the cab within easy reach of the operator wearing a seat belt.

2.11.3 Hydraulic circuits with in-cab controls must be installed for the operation of any optional attachments included/offered in bidder’s proposal.

2.11.4 Hydraulic connections to attachments must be with quick disconnects with covers

2.11.5 3-way, high flow valves for hydraulic thumb lock out/auxiliary attachment must be provided on boom.

3.0 NON MANDATORY OPTIONS

Proposer shall include any and/or all options or additional equipment options that might enhance the utility of the Excavator and/or attachments. Such items may include, but not limited to, alternate buckets, alternative controls, fire extinguisher etc.

4.0 MANUFACTURING UPDATES

The Contractor shall provide to ODOT monthly written status reports summarizing the manufacturing process of all equipment on order. Written manufacturing status reports must be received by ODOT by the 15th day of the month, to begin the month following receipt of order. Written manufacturing status reports must be submitted to the attention of the ODOT Fleet Operations Coordinator as follows:

If by U.S. Mail:
Attention: Marvin Emerson
Operations Purchasing Coordinator
ODOT Fleet Operations
455 Airport Road, SE, Building K
Salem, OR 97301-5348

If by Email: Marvin.Emerson@odot.state.or.us The Contractor shall notify ODOT immediately, in writing if at any time Contractor finds that delivery cannot be completed as required. Upon receipt of such notice from Contractor or upon Contractors failure to deliver Goods within the timeline as specified, ODOT reserves the right to cancel the order and make purchases from another source, without further obligation to the Contractor.

5.0 TRAINING

CONTRACTOR NOTE: The price provided for training must include all costs of training, including but not limited to, factory service representative’s salaries and fees, travel, lodging, meals, training/demonstration materials, etc.

Operator/Maintenance Orientation Training Contractor shall provide pricing for the services of an experienced trainer for a minimum of 2 hours of training to cover all features and options of the provided equipment. The training must cover all aspects for the safe and efficient operation of the equipment for the typical job assignments and work environments that are most common for transportation maintenance activities. (Note: Training could be at ODOT locations in Salem, Bend, La Grande or other maintenance section compounds.)

6.0 DELIVERY REQUIREMENTS

6.1 DELIVERY DATE REQUIRED BY ODOT:

Delivery must be completed, including all Back Orders, within 220 days after receipt of order (ARO). All shipping and handling charges are to be paid by Contractor, unless specified otherwise in the Price Agreement. Early delivery is encouraged.

6.1.1 The Contractor shall notify ODOT, in writing, within 5 business days of receipt of Purchase Order if delivery cannot be completed as required. Upon receipt of such notice from the Contractor, ODOT reserves the right to cancel the order and make the purchase from another source, without further obligation to the Contractor.

6.2 DELIVERY TIME: Delivery is accepted Monday through Friday, excluding weekends or legal holidays as recognized by the State. Delivery hours are 7:30 AM to 3:00 PM. Any exception to this time frame is at the discretion of ODOT.

6.3 DAMAGED SHIPMENT: It is the Contractor's sole responsibility to insure that the shipment arrives at its destination undamaged. If there is any damage to goods upon delivery, ODOT reserves the right to return the shipment in whole or in part at the Contractor's expense. If the Contractor is unable to supply a replacement shipment within the allotted period of time (Refer to delivery schedule), ODOT may cancel the order in whole or in part and purchase needed items from another source.

7.0 INSPECTIONS/ACCEPTANCE:

7.1 PRE-DELIVERY INSPECTION: ODOT may request to have a pre-delivery inspection at Contractor's location to insure specification compliance PRIOR TO DELIVERY.

7.2 DELIVERY INSPECTION: ODOT may reject any shipment or cancel any Purchase Order which does not meet all of the requirements of the specifications and warranties. ODOT will have 14 calendar days from date of delivery of the entire order within which to inspect and accept or reject the Goods. If the Goods are rejected, ODOT will provide Contractor with written notification of rejection. Notice of rejection will include itemization of apparent defects, including but not limited to (i) discrepancies between the Goods and the applicable Specifications or warranties (including variance from sample characteristics where samples or prototypes have been provided), and (ii) other apparent defects in design, materials, or manufacture, or (iii) otherwise nonconforming Goods (including late delivery). Notice of rejection will also indicate whether cure will be allowed.

7.3 CURE: If ODOT elects to allow cure, Contractor shall complete cure within 14 calendar days of date of notice of rejection and opportunity to cure (the "Cure Period"). If a missing part, component, or accessory cannot be provided and installed within 14 calendar days, ODOT will have the right to buy the item or part from another source and bill the Contractor or deduct the cost from Contractor's invoice for the Goods, including costs of installation. With regard to defective Goods, ODOT may elect to have the Contractor deliver substitute Goods within the Cure Period that comply with the Price Agreement Specifications and warranties. Failure to complete cure within the Cure Period constitutes an event of default.

7.4 REMOVAL REIMBURSEMENT: If the Goods are rejected or acceptance is revoked, the Contractor shall refund any Contract payments that have been made with regard to such Goods, and, at Contractor's sole cost and expense, remove the Goods within 14 calendar days of date of notice of rejection or revocation of acceptance. Contractor shall return all Agency owned items to Agency in like condition initially received.

Nothing in this Section 7.4 in any way affects or limits ODOTs rights as buyer under Uniform Commercial Code (UCC), including the rights and remedies relating to rejection under ORS 72.6020 and revocation of acceptance under ORS 72.6080.

8.0 DELIVERY COMPONENTS:

The following items (collectively referred to as "Delivery Components") must be delivered with the Unit.

8.1 A dealer invoice with Excavator VIN, attachment serial numbers and ODOT purchase order number.

8.2 A manufacturer's statement of origin.

8.3 A copy of all product information and instructions supplied by the manufacturer.

8.5 Three sets of keys for all locks.

8.6 Orders for multiple Units must be keyed alike.

8.7 All manufacturer's warranties, evidencing proper transfer to the State.

8.8 An extra filter set consisting of all filters used on the Unit (oil, hydraulic, air, water, fuel, etc.), each of which must be individually packaged and identified. The filter set must be packaged as a group in appropriately-sized 5 mil., minimum, plastic water proof bags or box. Filters must remain in original packaging when possible. Extra filter set must include filters for cab air, air intakes, air vents and transmission, if applicable. Note: Not required for Purchases with full service. Please give line item deduct on price sheet if full service option is ordered on purchased units.

8.9 Contractor shall provide 1 printed copy of current operator's manual and all other operator information and instructions available from the manufacturer with each unit ordered.

8.10 Contractor shall provide 1 copy of current shop repair manuals, including electrical and hydraulic schematic diagrams, covering all systems, components, and optional equipment with each unit ordered.

8.11 Contractor shall supply 1 copy of the current parts catalog covering all components and optional equipment available from the manufacturer with each unit ordered.

8.12 Shop repair manuals and parts catalogs may be combined.

Operator manuals provided must be in hard copy format only. Service, parts and repair manuals must be provided in digital format.

8.13 All hard copy manuals and catalogs must be individually assembled and bound.

8.14 Extra manuals must be bid as separate line items.

9.0 WARRANTIES:

9.1 AUTHORITY: BINDING OBLIGATION: Contractor represents and warrants that Contractor has the power and authority to enter into and perform the Contract, and that the Price Agreement, when executed and delivered, is a valid and binding obligation of Contractor enforceable in accordance with its terms.

9.2 WARRANTY ON MATERIALS, DESIGN, and MANUFACTURE: Contractor warrants that all Goods are new, unused, current production models, fit for their intended purpose, and free from defects in materials, design, and manufacture for the duration of the applicable manufacturer warranty periods, any portion of the standard warranty on any of the components that exceed these requirements apply. Where Specifications have been made a part of the Price Agreement, Contractor further warrants that all Goods conform to the Specifications and meet or exceed safety and quality standards established in the Price Agreement.

9.3 WARRANTY ON SERVICE STANDARDS: Contractor warrants that all Services, where provided, are in accordance with the best commercial practice, by properly licensed or certified individuals, and that only materials and workmanship of good quality are used in the performance of the Price Agreement.

9.4 WARRANTY OF SAFETY AND HEALTH REQUIREMENTS: Contractor warrants that the Goods comply with all applicable federal and State health and safety standards, including but not limited to, Occupational Safety and Health Administration (OSHA) and Oregon Occupational Safety and Health Administration (OROSHA).

9.5 MANUFACTURER WARRANTIES: Contractor shall have all manufacturer warranties covering the Goods and component parts, where applicable, transferred to ODOT at time of delivery at no charge.

9.6 WARRANTY OF TITLE: Contractor warrants that all Goods are free and clear of any liens or encumbrances, that Contractor has full legal title to the Goods, and that no other person has any right, title or interest in the Goods which are superior to or infringe upon the rights granted to ODOT hereunder.

9.7 WARRANTIES CUMULATIVE: The warranties set forth in this SECTION 9 are in addition to, and not in lieu of, any other warranties provided in the Price Agreement. All warranties provided in the Price Agreement are cumulative, and shall be interpreted expansively so as to afford ODOT the broadest warranty protection available.

9.8 BASIC WARRANTY: The basic comprehensive warranty on the Tracked Excavator must be for a period of not less than 1 year. The basic warranty on the hydraulics must be for a period of not less than 2 years. The basic warranty on the Engine/ Power Train must be for a period of not less than 2 years. Any portions of the standard warranty on any of the components that exceed these requirements apply. Note: Full Service options take precedence over length of warranty.

9.8.1 The warranty excludes consumables such as lamps, lights, belts, ground engagement tools, batteries and tires, except as warranted by the manufacturer of said items. It also excludes damage to the unit due to accident, misuse, abuse, vandalism or operator or maintenance neglect.

9.8.2 Upon Contractor notification and if the unit is urgently needed, the State may elect to have equipment transported by ODOT to the Contractor's authorized repair center for warranty work. The Contractor shall reimburse ODOT for all costs thereof.

9.8.3 The Contractor shall be responsible for all warranty adjustment expenses. Services / costs in excess of published flat rate may be negotiated. Applicable published flat rates must be provided to ODOT prior to warranty work.

9.8.4 If the Contractor is unable to finish warranty repair within 14 calendar days, ODOT reserves the right, to charge the Contractor for the loss of use, starting on the 15th calendar day. Charges shall be based on the FHWA approved annual allocation rate for the equipment class. Cost to be based on monthly allocation rate at that time, divided by days of the month. The current cost is $31.00 per day. Note: The FHWA approved allocation rate is adjusted annually.

9.9 CONTRACTOR WARRANTY PERIODS: Warranty periods for Contractor's warranties on materials, design, and manufacture will not start until the date the Unit is actually put into service, as established by ODOT's business records.

9.10 WARRANTY COMPUTER SOFTWARE: Contractor warrants that the engine diagnostic software does not infringe, nor ODOT's use of such software infringe, any license, copyright, patent, trade secret, or other proprietary right of any third party, and Contractor shall provide indemnification to ODOT against any such infringement of third party rights.

9.11 WARRANTY REPAIRS: If any Unit or component thereof should prove defective in workmanship, design, or materials during the relevant warranty period, the manufacturer or Contractor shall promptly repair or replace the Unit or component ('Warranty Repairs") at no cost to the State, including parts, labor, and expenses of any kind (transportation and shipping costs, insurance, meals, accommodations, travel time, mileage, etc., to job sites) ("Warranty Costs"). Contractor shall be responsible for responding to all necessary Warranty Repairs within 48 hours of notice from ODOT. Such notice may be made by phone, fax, e-mail or other means reasonably calculated to reach Contractor. All warranty repair work will conform to ODOT workmanship standards as identified in the Sample Agreement Exhibit A.

9.11.1 ODOT REPAIR OPTION: With Contractor's prior approval, not to be unreasonably withheld, ODOT may perform Warranty Repairs. In such case, ODOT will hold the failed parts for the Contractor's inspection, together with sufficient documentation to verify the repairs. Contractor shall reimburse ODOT for all Warranty Costs incurred by ODOT in making such repairs.

9.11.2 EMERGENCY REPAIRS: In an emergency, if the Contractor is unable to furnish a service representative and parts to the on-site location of a Unit within the time frame required by ODOT under the circumstances, ODOT may elect to have emergency Warranty Repairs completed by other means and hold the failed parts for the Contractor's inspection, together with sufficient documentation to verify the repairs. The Contractor shall reimburse ODOT for all Warranty Costs incurred by ODOT in completing such emergency repairs.

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