Technical Specification~2.pdf

MASSACHUSETTS BAY TRANSPORTATION AUTHORITY

TECHNICAL SPECIFICATION A.E.M. 24-005 BUS MAINTENANCE & ENGINEERING DEPARTMENT

PROCUREMENT & LOGISTICS DEPARTMENT

“Diesel Exhaust Fluid (DEF)” Statement of Work (SOW)

Technical Specification A.E.M. 24-005 Bus Maintenance

& Engineering Department

DATE ISSUE: July 22, 2024

Approved By:

Derek Hart

Chief Mechanical Officer Bus Maintenance & Engineering

Docusign Envelope ID: 9326BCEA-38E7-430B-A413-6FC19FAB567C

SECTION 1.0

SCOPE

1.1. This specification is established for Diesel Exhaust Fluid (DEF) suitable for use in Transit

Bus Diesel Engines equipped with exhaust after treatment systems and operated by the Massachusetts Bay Transportation Authority (MBTA). The proposed Diesel Exhaust Fluid (DEF) shall comply with Cummins Engine Company Service Bulletin 4021566, satisfy the requirements of the most recent edition of International Standard Organization (ISO) 22241-1 and possess a current certification from the American Petroleum Institute (API).

1.2. The proposed Diesel Exhaust Fluid (DEF) shall be furnished and delivered in “Bulk” to the locations and according to the schedule defined by Technical Specification A.E.M. 24-

005. In addition, the MBTA may request supplemental deliveries in order to maintain DEF inventory. The bid shall be in the form of a price per unit volume of DEF delivered.

SECTION 2.0

DIESEL EXHAUST FLUID (DEF) REQUIREMENTS

2.1. The DEF delivered shall comply with the following:

2.1.1. Cummins Engine Company Service Bulletin 4021566.

2.1.2. International Standard Organization (ISO) 22241-1.

2.1.3. American Petroleum Institute (API) certification requirements.

2.1.4. Manufacturer brand name

2.2. The formulation of the proposed DEF shall not change throughout the duration of the contract.

SECTION 3.0

DELIVERY

3.1. The contractor shall deliver DEF to the following locations:

Facility Storage Type Estimated Annual Usage

Charlestown Bus Garage 21 Arlington Avenue

One (1) 1,000 Gallon Tank One (1) 275 Gallon Tote

39,000 Gallons

Charlestown, MA 02129

Cabot Garage 275 Dorchester Avenue Boston, MA 02127

One (1) 1,000 Gallon Tank 30,000 Gallons

Southampton Street Garage 238 Southampton Street Boston, MA 02118

One (1) 330 Gallon Tote 15,000 Gallons

Albany Bus Garage 421 Albany St, Boston, MA 02118

One (1) 1,000 Gallon Tank

15,000 Gallons

Fellsway Bus Garage 465 Salem St Medford, MA 02155

Two (2) 500 Gallon Tanks 15,000 Gallons

Lynn Bus Garage 985 Western Ave Lynn, MA 01905

One (1) 1,000 Gallon Tank 15,000 Gallons

Southampton Bus Garage 230 Southampton St

One (1) 1,025 Gallon Tank 17,000 Gallons

3.2. Deliveries shall be made Monday through Friday between the hours of 6:00 AM and

10:00 PM, excluding holidays.

3.3. The contractor shall perform scheduled DEF fluid delivery at all specified facilities at as needed by the requesting garage. Contractor and MBTA shall mutually agree upon a delivery schedule, by facility, and finalized in writing.

3.4. The contractor must comply with delivery requests by MBTA personnel within 24 hours.

Changes to the delivery schedule must be approved and communicated by each party, in writing.

3.5. The Contractor shall obtain the signature and badge number of a MBTA Garage Foreperson on a delivery slip that indicates the amount of DEF delivered and provide a copy to the MBTA Garage Foreperson. All deliveries made in tank trucks must be equipped with a metering device capable of providing printed tickets showing the quantity of DEF delivered. The metering device shall be certified for accuracy.

Note: The MBTA reserves the right to refuse payment for any deliveries made in which a signature and badge number was not obtained on a delivery slip.

SECTION 4.0

Safety and Security

4.1. Current MBTA safety requirements regarding Personal Protective Equipment, Right of

Way access, and other matters are addressed in the Invitation for Bid document.

4.2. The Contractor’s delivery personnel shall be responsible for determining whether conditions are safe to proceed with a delivery.

4.3. Security gates are installed at the entrances and exits of all bus maintenance facilities.

Contractor vehicles and personnel shall be required to review and follow security procedures to enter and exit MBTA Bus Maintenance facilities.

4.4.1 The procedure for deliveries shall comply with this specification, the MBTA facility-specific Spill Prevention, Control and Countermeasure (SPCC) Plan, Federal, State, and Local laws, ordinances, rules, and regulations. The awarded Contractor will be provided with the SPCC for each delivery location. A statement from the awarded Contractor acknowledging compliance with the SPCC is required.

4.5 The Contractor, its facility, personnel, equipment and vehicles must possess all Federal, State and Local licenses, permits and certificates required by all governing regulatory agencies, including but not limited to the Federal Motor Carrier Safety Administration (FMCSA), United States Environmental Protection Agency (EPA), Commonwealth of Massachusetts Registry of Motor Vehicles (RMV), Commonwealth of Massachusetts Department of Public Utilities (DPU), Massachusetts Department of Transportation (MassDOT), Massachusetts Department of Environmental Protection (MassDEP) and the Board of Fire Prevention.

4.6 Environmental: All Contractors’ delivery personnel shall be trained in the operation and maintenance of equipment to prevent discharges, including discharge procedure protocols; spill response measures and notification procedures; general facility operations; and contents of the MBTA facility specific SPCC Plan.

In the event of a spill or release during a bulk or drum delivery, the Contractor shall be responsible for immediate containment of the spill and notifying the MBTA. The MBTA shall be responsible for notification of the appropriate government authorities of the spill, if required. The Contractor shall be responsible for cleanup of the spill, removal and disposal of any contaminated materials, remediation of the site and submission of an incident report to the MBTA. In the event of a spill, leak or release, the Contractor shall be responsible and liable in every respect, without exception of any kind.

Upon award of the contract, the Contractor is required to submit a Spill Response Plan outlining routine preventative spill measures, spill response procedures and the Contractor’s emergency response contractor.

TECHNICAL SPECIFICATION A.E.M. 24-040A BUS MAINTENANCE & ENGINEERING DEPARTMENT

“Heavy and Light Duty Coolant”

Technical and Delivery Specification A.E.M. 24-040A

1.1. The following document has been established for the purpose of defining the technical specification requirements for the purchase and delivery of heavy and light duty coolants to ten (10) MBTA automotive facilities listed in section 3 of this document.

1.2. The proposed heavy and light coolant shall be furnished and delivered in “Bulk” to the locations and according to the schedule defined by Technical Specification A.E.M. 24- 040A. In addition, the MBTA may request supplemental deliveries in order to maintain coolant inventory. The bid shall be in the form of a price per unit volume of coolant delivered.

COOLANT REQUIREMENTS

2.1. Ethylene glycol-based coolant pre-diluted to 50% water and 50% coolant.

2.2. Low silicate

2.3. Pre-charged, fully formulated with a supplemental coolant additive (SCA) Type “A” and

SCA Type “B” per TMC RP 329A to protect against cavitation.

2.4. Fuchsia in color.

2.5. Meet the specifications of CES 14603 - Cummins heavy duty coolant standard and CES

14439 - Cummins heavy duty coolant standard.

The heavy-duty coolant must NOT:

2.6. Be reformulated (recycled).

2.7. Contain any phosphorous.

2.8. Require an SCA on initial installation.

2.9. Heavy duty coolant must meet or exceed the following specifications:

Characteristics Specifications Typical ASTM Test Method

Chloride 25 PPM, max. <25 D3634

Silicon 250 PPM, max. <240 -

Specific gravity, 60/60„a F 1.110 ¡V 1.145 1.1375 D1122

Freezing point, 50% V/V -34F/-36C -34F/-36C D1177

Boiling point, undiluted 325F/162C 330F/164C D1120

Boiling point, 50% V/V 226F/107C 226F/107C D1120

Effect on engine or vehicle finish No Effect No Effect -

Ash content, mass % 7.5 ¡V 11.0 8 D1287 pH, 50% V/V 17.9 D1121

Reserve alkalinity* 5 max 1.93 D1123

Water mass % Distinctive Yellow -

Color No Adverse Effect No Adverse Effect -

Effect on nonmetals - 3 years -

Storage stability 150 ml Vol., max. 35 ml D1881

Foaming 5 sec. Break, max. 2.1 sec. D1881

Cavitation-erosion rating 8 min. 9 D2809

% Antifreeze Freezing Point Boiling point

50 -34F / 36C 265F / 128C

Physical Properties Measure Result

Antifreeze Glycols mass % 94

Corrosion Inhibitors mass % 5.4

Water mass % 2

Flash Point F/C 250/121

Weight per gallon @ 60F/16C lbs / KG 9.4642 / 4.267

Silicates PPM 252-308

Phosphates PPM 30 max

Glassware Corrosion Test Spec. Actual ASTM Method

Copper 10 0 D1384

Solder 30 0 D1384

Brass 10 1 D1384

Steel 10 -3 D1384

Cast iron 10 1 D1384

Aluminum 30 2 D1384

Simulated Service Test

Copper 20 2 D2570

Solder 60 2 D2570

Brass 20 1 D2570

Steel 20 -1 D2570

Cast iron 20 -1 D2570

Aluminum 60 -2 D2570

Hot Surface Corrosion mg/cm2/wk

Specimen weight loss 1 0.15 D4340

LIGHT-DUTY COOLANT REQUIREMENTS

2.10. Ethylene glycol-based coolant pre-diluted to 50% water and 50% coolant.

2.11. Must contain an additive that meets the following industry standards: ASTM D-3306;

GM1825M; GM1899M; SAE J1034; Chrysler MS9769; Ford WSS-M97B51-A1

2.12. If the Contractor is only able to supply light-duty coolant in drums, the Contractor must pump the coolant into a bulk tank.

3.1 The contractor shall deliver coolant to the following locations:

HEAVY DUTY COOLANT

Location (Qty) Tank Sizes Est. Annual Usage (Gallons)

Arborway CNG Garage

3550 Washington Street

Jamaica Plain, MA 02130

(1) 500 Gallons

(1) 250 Gallons

6,400

Cabot Bus Garage

275 Dorchester Avenue

South Boston, 02127

(1) 1,000 Gallons

(1) 280 Gallons

13,800

Quincy Garage

954 Hancock Street

Quincy, MA 02127

(1) 2,000 Gallons 5,000

Everett Automotive Shops

80 Broadway

Everett, MA 02149

(1) 1,000 Gallons

(1) 130 Gallons

1,900

Albany Street Garage

421 Albany Street

Boston, MA 02118

(1) 1,000 Gallons 5,300

Fellsway Garage

447 Salem Street

Medford, MA 02155

(1) 500 Gallons 2,900

McSweeney Bus Garage

21 Arlington Avenue

Charlestown, MA 02129

(1) 500 Gallons

(1) 1,000 Gallons

12,100

Lynn Garage

985 Western Avenue

Lynn, MA 01905

(2) 250 Gallons 5,100

Southampton Street Garage

238 Southampton Street

Boston, MA 02118

(1) 280 Gallons

(1) 500 Gallons

7,100

Arlington Avenue Truck Garage

36 Arlington Avenue

Charlestown, MA 02129

(1) 500 Gallons 550

TOTAL EST ANNUAL USAGE: 60,150 Gallons

LIGHT DUTY COOLANT

Location (Qty) Tank Sizes Est. Annual

Usage (Gallons)

Arlington Avenue Truck Garage

36 Arlington Avenue

Charlestown, MA 02129

(1) 500 Gallons 500

Cabot Bus Garage

275 Dorchester Avenue

South Boston, 02127

(1) 275 Gallons 500

TOTAL EST ANNUAL USAGE: 1,000 Gallons

3.3. The contractor shall perform scheduled coolant delivery at all specified facilities at as needed by the requesting garage. Contractor and MBTA shall mutually agree upon a

Foreperson on a delivery slip that indicates the amount of coolant delivered and provide a copy to the MBTA Garage Foreperson. All deliveries made in tank trucks must be equipped with a metering device capable of providing printed tickets showing the quantity of coolant delivered. The metering device shall be certified for accuracy.

Note: The MBTA reserves the right to refuse payment for any deliveries made in which a signature and badge number was not obtained on a delivery slip.

SECTION 4.0

Safety and Security

4.1. Current MBTA safety requirements regarding Personal Protective Equipment, Right of

Way access, and other matters are addressed in the Invitation for Bid document.

4.2. The Contractor’s delivery personnel shall be responsible for determining whether conditions are safe to proceed with a delivery.

4.3. Security gates are installed at the entrances and exits of all bus maintenance facilities.

4.4. The procedure for deliveries shall comply with this specification, the MBTA facility-specific Spill Prevention, Control and Countermeasure (SPCC) Plan, Federal, State, and Local laws, ordinances, rules, and regulations. The awarded Contractor will be provided agencies, including but not limited to the Federal Motor Carrier Safety Administration (FMCSA), United States Environmental Protection Agency (EPA), Commonwealth of Massachusetts Registry of Motor Vehicles (RMV), Commonwealth of Massachusetts Department of Public Utilities (DPU), Massachusetts Department of Transportation protocols; spill response measures and notification procedures; general facility operations; and contents of the MBTA facility specific SPCC Plan.

In the event of a spill or release during a bulk or drum delivery, the Contractor shall be responsible for immediate containment of the spill and notifying the MBTA. The MBTA shall be responsible for notification of the appropriate government authorities of the spill, if required. The Contractor shall be responsible for cleanup of the spill, removal and disposal of any contaminated materials, remediation of the site and submission of an incident report to the MBTA. In the event of a spill, leak or release, the Contractor shall be responsible and liable in every respect, without exception of any kind.

Upon award of the contract, the Contractor is required to submit a Spill Response Plan

TECHNICAL SPECIFICATION A.E.M. 24-041B BUS MAINTENANCE & ENGINEERING DEPARTMENT

BUS MAINTENANCE & ENGINEERING DEPARTMENT

“Synthetic Automatic Transmission Fluid”

Technical and Delivery Specification A.E.M. 24-041B

1.1. The following document has been established for the purpose of defining the technical specification requirements for the purchase and delivery of Synthetic Automatic Transmission Fluid (in Bulk and 55-gallon Steel Drums) suitable for use in the operation of MBTA Transit Buses.

1.2. The Synthetic Automatic Transmission Fluid (ATF) shall conform to the requirements of Allison Transmission, Inc. as further described in Section 2.0.. The proposed Synthetic Automatic Transmission Fluid (ATF) shall be resistant to high temperature oxidation, contain detergent compounds, corrosion protectors and anti-foaming additives to provide essential protection to highly loaded transmission parts.

SYNTHETIC AUTOMATIC TRANSMISSION FLUID REQUIREMENTS

Synthetic Automatic Transmission fluid must meet all of the following requirements:

2.1. Approved by Allison Transmission for use in Allison B400R, Allison B500R, Allison H 40

EP, Allison H 50 EP, BAE Systems HDS 200 and BAE HDS 300 Traction Motors. This approval shall meet the requirements for fluid used under an Extended Warranty from Allison Transmission.

2.2. Allison Transmission Engineering Specification TES-295 Fluid. Evidence of compliance shall consist of being listed as an approved fluid on www.allisontransmission.com.

2.3. Allison Transmission Engineering Specification TES-468 Fluid. Evidence of compliance shall consist of being listed as an approved fluid on www.allisontransmission.com.

The Synthetic ATF must NOT:

2.4. Fluids proposed by Bidders shall be new and unused. Recycled or re-refined fluids are

NOT acceptable and substitutions are strictly prohibited.

http://www.allisontransmission.com/ http://www.allisontransmission.com/

DELIVERY REQUIREMENTS

3.1 The contractor shall deliver Synthetic ATF to the following locations:

Synthetic ATF

Location (Qty) Tank Sizes (Gallons) Est. bulk Annual

Usage (Gallons)

Est 55GAL drum usage

Arborway CNG Garage

3550 Washington Street

Jamaica Plain, MA 02130

500 Steel

100 Gallons

Cabot Bus Garage

275 Dorchester Avenue

South Boston, 02127

280 Steel

1200 Gallons

Quincy Garage

954 Hancock Street

Quincy, MA 02127

650 Gallons

Everett Automotive Shops

80 Broadway

Everett, MA 02149

1,000 Steel

1,000 Steel

850 Gallons

Albany Street Garage

421 Albany Street

Boston, MA 02118

500 Gallon

250 Gallons

Fellsway Garage

447 Salem Street

Medford, MA 02155

500 Poly

250 Gallons

McSweeney Bus Garage

21 Arlington Avenue

Charlestown, MA 02129

1000 Gallons

Lynn Garage

985 Western Avenue

Lynn, MA 01905

1000 Gallons

Southampton Street Garage

238 Southampton Street

Boston, MA 02118

680 Gallons

TOTAL EST ANNUAL USAGE: 6830 Gallons 24 drums

3.3. The contractor shall perform scheduled Synthetic ATF delivery at all specified facilities at as needed by the requesting garage. Contractor and MBTA shall mutually agree upon a

Foreperson on a delivery slip that indicates the amount of synthetic ATF delivered and provide a copy to the MBTA Garage Foreperson. All deliveries made in tank trucks must be equipped with a metering device capable of providing printed tickets showing the quantity of Synthetic ATF delivered. The metering device shall be certified for accuracy.

SAFETY AND SECURITY

4.1. Current MBTA safety requirements regarding Personal Protective Equipment, Right of

Way access, and other matters are addressed in the Invitation for Bid document.

4.2. The Contractor’s delivery personnel shall be responsible for determining whether conditions are safe to proceed with a delivery.

4.3. Security gates are installed at the entrances and exits of all bus maintenance facilities.

Local laws, ordinances, rules, and regulations. The awarded Contractor will be provided agencies, including but not limited to the Federal Motor Carrier Safety Administration (FMCSA), United States Environmental Protection Agency (EPA), Commonwealth of Massachusetts Registry of Motor Vehicles (RMV), Commonwealth of Massachusetts Department of Public Utilities (DPU), Massachusetts Department of Transportation (MassDOT), Massachusetts Department of Environmental Protection (MassDEP) and the protocols; spill response measures and notification procedures; general facility operations; and contents of the MBTA facility specific SPCC Plan.

In the event of a spill or release during a a bulk or drum delivery, the Contractor shall be responsible for immediate containment of the spill and notifying the MBTA. The MBTA shall be responsible for notification of the appropriate government authorities of the spill, if required. The Contractor shall be responsible for cleanup of the spill, removal and disposal of any contaminated materials, remediation of the site and submission of an incident report to the MBTA. In the event of a spill, leak or release, the Contractor shall be responsible and liable in every respect, without exception of any kind.

Upon award of the contract, the Contractor is required to submit a Spill Response Plan

TECHNICAL SPECIFICATION A.E.M. 24-071 BUS MAINTENANCE & ENGINEERING DEPARTMENT

“Windshield Washer Fluid”

Technical and Delivery Specification A.E.M. 24-071

1.1. This Scope of Work outlines the requirements for the delivery of automotive windshield washer fluid that is suitable for year-round use in the windshield washer systems installed in the urban transit buses, light rail vehicles, trucks and automobiles owned and operated by the MBTA. Fluid shall be furnished and delivered in drum containers and in bulk.

Windshield Washer Fluid Requirements

2.1 This specification is established for pre-mixed windshield washer/de-icer fluid that is suitable for year-round use in the windshield washer systems installed in the urban transit buses, light rail vehicles, trucks and automobiles owned and operated by the MBTA. Fluid shall be furnished and delivered in drum containers and in bulk.

2.2 The pre-mixed windshield washer/de-icer fluid shall effectively clean soiled vehicle windshields.

2.3 The pre-mixed windshield washer/de-icer fluid is to be complete and ready to use, suitable to – 20 oF, be clean, stable and non-corrosive.

2.4 The pre-mixed windshield washer/de-icer fluid shall be compatible with all MBTA vehicles. It shall not have any adverse effect on windshields, wiper arms, wiper assemblies, hoses, pumps, nozzles, reservoirs, vehicle paint, etc.

DELIVERY REQUIREMENTS

3.0 The contractor shall deliver windshield washer fluid to the following locations:

Windshield Washer Fluid

Location (Qty) Tank Sizes Est. Annual Usage

(Gallons)

Cabot Bus Garage

275 Dorchester Avenue

South Boston, 02127

TEL: 617-222-5380

(1) 500 Gallons

(1) 500 Gallons

800 Gallons

Quincy Garage

954 Hancock Street

Quincy, MA 02127

TEL: 617-222-5256

(1) 500 Gallons

300 Gallons

Albany Street Garage

421 Albany Street

Boston, MA 02118

TEL 617-222-5664

300 Gallons

Fellsway Garage

447 Salem Street

Medford, MA 02155

TEL: 617-222-5698

(1) 500 Gallons 300 Gallons

McSweeney Bus Garage

21 Arlington Avenue

Charlestown, MA 02129

617-222-5608

(1) 500 Gallons

(2) 250 Gallons

800 Gallons

Lynn Garage

985 Western Avenue

Lynn, MA 01905

617-222-5272

400 Gallons

Southampton Street Garage

238 Southampton Street

Boston, MA 02118

TEL 617-222-1308

(2) 250 Gallons 400 Gallons

Cabot Auto

275 Dorchester Avenue

South Boston, 02127

TEL: 617-222-4450

(1) 500 Gallons 300 Gallons

Arborway CNG Garage

3550 Washington Street

Jamaica Plain, MA 02130

400 Gallons

TEL: 617-222-4450

TOTAL EST ANNUAL USAGE: 3700 Gallons

3.3. The contractor shall perform scheduled windshield washer F delivery at all specified facilities at as needed by the requesting garage. Contractor and MBTA shall mutually agree upon a delivery schedule, by facility, and finalized in writing.

Changes to the delivery schedule must be approved and communicated by each party, in writing.

Foreperson on a delivery slip that indicates the amount of windshield washer fluid delivery and provide a copy to the MBTA Garage Foreperson. All deliveries made in tank trucks must be equipped with a metering device capable of providing printed tickets showing the quantity of fluid delivered. The metering device shall be certified for accuracy.

SAFETY AND SECURITY

4.1. Current MBTA safety requirements regarding Personal Protective Equipment, Right of

Way access, and other matters are addressed in the Invitation for Bid document.

4.2. The Contractor’s delivery personnel shall be responsible for determining whether conditions are safe to proceed with a delivery.

4.3. Security gates are installed at the entrances and exits of all bus maintenance facilities.

Local laws, ordinances, rules, and regulations. The awarded Contractor will be provided agencies, including but not limited to the Federal Motor Carrier Safety Administration

(FMCSA), United States Environmental Protection Agency (EPA), Commonwealth of

Massachusetts Registry of Motor Vehicles (RMV), Commonwealth of Massachusetts

Department of Public Utilities (DPU), Massachusetts Department of Transportation

(MassDOT), Massachusetts Department of Environmental Protection (MassDEP) and the

Board of Fire Prevention.

4.6 Environmental: All Contractors’ delivery personnel shall be trained in the operation and maintenance of equipment to prevent discharges, including discharge procedure protocols; spill response measures and notification procedures; general facility operations; and contents of the MBTA facility specific SPCC Plan.

In the event of a spill or release during a a bulk or drum delivery, the Contractor shall be responsible for immediate containment of the spill and notifying the MBTA. The MBTA shall be responsible for notification of the appropriate government authorities of the spill, if required. The Contractor shall be responsible for cleanup of the spill, removal and disposal of any contaminated materials, remediation of the site and submission of an incident report to the MBTA. In the event of a spill, leak or release, the Contractor shall be responsible and liable in every respect, without exception of any kind.

Upon award of the contract, the Contractor is required to submit a Spill Response Plan

TECHNICAL SPECIFICATION A.E.M. 24-0514A BUS MAINTENANCE & ENGINEERING DEPARTMENT

“15W-40 MOTOR OIL”

Technical Specification A.E.M. 24-0517B

TECHNICAL SPECIFICATION A.E.M. 24-05114A BUS MAINTENANCE & ENGINEERING DEPARTMENT

1.1. This specification is intended for multi-viscosity motor oils used in the operation of the following Internal combustion diesel engines and compressed natural gas (CNG) engines: Cummins ISL 8.3, Cummins ISB 6.7, Cummins ISL07, Cummins ISL09, and Cummins ISL G CM2180 using ULSD and exhaust after treatment systems in transit buses owned and operated by the Authority. The Oil shall be delivered in bulk, and 55-gallon drums.

1.2. In addition to supplying and delivering motor oil, the contractor will be responsible for cleaning and reporting spills and leaks and providing qualified technical assistance pertaining to any motor oil issues.

1.3. The proposed motor oil shall be furnished and delivered in “Bulk” to the locations and according to the schedule defined by Technical Specification A.E.M. 24-05114A. In addition, the MBTA may request supplemental deliveries to maintain motor oil inventory. The bid shall be in the form of a price per unit volume of motor oil delivered.

1.4. Motor oil shall be new and unused. Recycled or re-refined motor oils are NOT acceptable.

1.5. proposed motor oil shall comply with all applicable Federal, State, and Local Emissions Regulations. These shall include, but not be limited to, the EPA Clean Air Act.

SAE 15W40 MULTI-VISCOSITY MOTOR OIL REQUIREMENTS

2.1 The SAE 15W-40 Grade Motor oil should be specially formulated for both compressed natural gas (CNG) engines and diesel engines - car, van, light and heavy duty trucks or transit bus where the manufacturer recommends use of American Petroleum Institute Service Classification CK-4 motor oils. It shall also comply with the following:

* Cummins Engineering Standard (CES) 20086

* Cummins Engineering Standard (CES) 20092

* Note: or revised specifications, applicable as of the date of the contract.

2.2 The oil must have demonstrated adequate performance in both natural gas engines and internal engines. Proof of this performance must be submitted with the bid.

2.3 The proposed motor oil shall be licensed by the American Petroleum Institute (API). A copy of Schedule A from the API License Agreement must be submitted with the bid.

2.4 Please provide the following information:

API License Number _____________________________________________

Full proprietary brand name and/or identification number ______________________________________

Vendor Identification Number ______________________________________

2.4 Motor oil shall be new and unused. Recycled or re-refined motor oils are NOT acceptable.

2.5 Specifications of the motor oil being delivered will be available upon request of the MBTA.

2.6 For bulk motor oil, the bidders shall comply with the handling requirements of API

Recommended Practices 1525 regarding Bulk Motor oil Testing, Handling, and Storage Guidelines.

3.1. The contractor shall deliver motor oil to the following locations:

Motor Oil

Location (Qty) Tank Sizes Est. Annual Usage

(Gallons)

Cabot Bus Garage

275 Dorchester Avenue

South Boston, 02127

TEL: 617-222-5380

(1) 500 Gallons

(1) 250 Gallons

8000 Gallons

Quincy Garage

954 Hancock Street

Quincy, MA 02127

TEL: 617-222-5256

(1) 1,000 Gallons

(1) 280 Gallons

3300 Gallons

Everett Automotive Shops

80 Broadway

Everett, MA 02149

TEL 617-222-xxxx

(1) 2,000 Gallons 2000 Gallons

Albany Street Garage (1) 1,000 Gallons 2000 Gallons

421 Albany Street

TEL 617-222-5664

(1) 130 Gallons

Fellsway Garage

447 Salem Street

Medford, MA 02155

TEL: 617-222-5698

(1) 1,000 Gallons 2000 Gallons

McSweeney Bus Garage

21 Arlington Avenue

Charlestown, MA 02129

617-222-5608

(1) 500 Gallons 7000 Gallons

Lynn Garage

985 Western Avenue

Lynn, MA 01905

617-222-5272

(1) 500 Gallons

(1) 1,000 Gallons

2500 Gallons

Southampton Street Garage

238 Southampton Street

Boston, MA 02118

TEL 617-222-1308

(2) 250 Gallons 3000 Gallons

Arlington Avenue Truck Garage

36 Arlington Avenue

Charlestown, MA 02129

TEL: 617-222-4450

(1) 280 Gallons

(1) 500 Gallons

2000 Gallons

Arborway CNG Garage

3550 Washington Street

Jamaica Plain, MA 02130

TEL: 617-222-4450

(1) 500 Gallons

(1) 250 Gallons

5600 Gallons

TOTAL EST ANNUAL USAGE: 37400 Gallons

3.3. The contractor shall perform scheduled motor oil delivery at all specified facilities at as needed by the requesting garage. Contractor and MBTA shall mutually agree upon a

Foreperson on a delivery slip that indicates the amount of motor oil delivered and provide a copy to the MBTA Garage Foreperson. All deliveries made in tank trucks must be equipped with a metering device capable of providing printed tickets showing the quantity of motor oil delivered. The metering device shall be certified for accuracy.

Safety and Security

4.1. Current MBTA safety requirements regarding Personal Protective Equipment, Right of

Way access, and other matters are addressed in the Invitation for Bid document.

4.2. The Contractor’s delivery personnel shall be responsible for determining whether conditions are safe to proceed with a delivery.

4.3. Security gates are installed at the entrances and exits of all bus maintenance facilities.

Contractor vehicles and personnel shall be required to review and follow security procedures to enter and exit MBTA Bus Maintenance facilities. Additionally, vehicle operators can contact the foreperson on duty at the telephone numbers listed in section 3.1

4.4.1 The procedure for deliveries shall comply with this specification, the MBTA facility-

Local laws, ordinances, rules, and regulations. The awarded Contractor will be provided agencies, including but not limited to the Federal Motor Carrier Safety Administration (FMCSA), United States Environmental Protection Agency (EPA), Commonwealth of

Massachusetts Registry of Motor Vehicles (RMV), Commonwealth of Massachusetts Department of Public Utilities (DPU), Massachusetts Department of Transportation protocols; spill response measures and notification procedures; general facility operations; and contents of the MBTA facility specific SPCC Plan.

In the event of a spill or release during a a bulk or drum delivery, the Contractor shall be responsible for immediate containment of the spill and notifying the MBTA. The MBTA shall be responsible for notification of the appropriate government authorities of the spill, if required. The Contractor shall be responsible for cleanup of the spill, removal and disposal of any contaminated materials, remediation of the site and submission of an incident report to the MBTA. In the event of a spill, leak or release, the Contractor shall be responsible and liable in every respect, without exception of any kind.

Upon award of the contract, the Contractor is required to submit a Spill Response Plan outlining routine preventative spill measures, spill response procedures and the Contractor’s emergency response contractor.

f

INVITATION FOR BIDS

IFB NO: Type IFB Number here

BULK DELIVERY OF MOTOR VEHICLE FLUIDS

Date Issued: Click or tap to enter a date.

Bid Responses will be accepted through COMMBUYS.

IFB: Type IFB Number here - 1 - Non - Federal – Goods & Services - Rev. 8/24/2023 Project Name: BULK DELIVERY OF MOTOR VEHICLE FLUIDS

Contents

1. Introduction and Requirements

1.1 SUMMARY -- How To Respond to this Bid

1.2 Personnel performing work on MBTA property

1.3 Product Quality Requirements

1.4 Pricing

1.5 Invoicing

1.6 Delivery Commitmentand Penalties

1.7 Spill Response

2. Instructions to Bidders

2.1 Procurement Method

2.2 Pre-Bid Conference

2.3 Due Date and Delivery Instructions

2.4 Late Submissions, Modifications and Withdrawals of Offers

2.5 General Questions and Clarifications of Specifications

2.6 MBTA Standard Contract and Terms & Conditions

2.7 Collusion

2.8 Prices

2.9 Alternative Bids

2.10 Acceptance Period

2.11 Eligible Entities

2.12 Delivery Terms

2.13 Pre-contractual Expenses

2.14 Tax Exemption

2.15 Insurance

3. Selection Process

3.1 Basis of Award

3.2 Scope of Proposal

3.3 Rejection of Bid

3.4 Cancellation of Bid

3.5 Appeal / Protest Procedures

4. MBTA Policies

4.1 Small, Minority, Women, and Other Disadvantaged Businesses

4.2 MBTA Reserved

IFB: Type IFB Number here - 2 - Non - Federal – Goods & Services - Rev. 8/24/2023

5. Contract Structure

5.1 Construction of Contract

Enclosure 1 – Bid Cover Letter

Form A: Pre-Award Bidder Evaluation Data Form

6. MBTA Standard Contract and Terms and Conditions Instructions for Vendors

6.1 MBTA Standard Contract Instructions (Section 7)

6.2 MBTA Standard Terms & Conditions Instructions (Section 7.1)

7. Massachusetts Bay Transportation Authority Standard Contract

7.1 Standard Terms and Conditions

IFB: Type IFB Number here - 3 - Non - Federal – Goods & Services - Rev. 8/24/2023

1. Introduction and Requirements

The Massachusetts Bay Transportation Authority (“MBTA” or “Authority”) seeks bulk delivery and 55 gallon delivery of motor vehicle fluids, specifically:

15W-40 lubricating oil

Diesel Exhaust Fluid (DEF)

Heavy-duty Coolant

Light-duty Coolant

Synthetic Automatic Transmission Fluid

Windshield washer fluid

To assist the MBTA in this effort, the Authority is issuing this Invitation for Bid (“IFB”) to solicit proposals

(“Bids”) from qualified VEH114 Vendors who are able to meet the specific requirements stated in this IFB and presented in the fluid specifications attached.

The term of the MBTA’s agreement will align with the term of VEH114.

The MBTA reserves the right to award to one or more Bidders.

Bids will not be publicly opened for this procurement. The buyer responsible for this procurement will post an Initial Bid Summary Form to COMMBUYS within two business days of the due date that will detail the number of bids received, each Bidder’s name, and the bid amount for bidders and the public to view.

For all inquiries, please contact the following point of contact and list the IFB number:

Buyer: Type Buyer name here

Email: Type Buyer email here

1.1 SUMMARY -- HOW TO RESPOND TO THIS BID

Interested Bidders are requested to:

Review this IFB Document and the six (6) associated specifications

Attend the Pre-Bid Conference (see section 2.2)

Respond through COMMBUYS prior to the due date with the following:

o Completed “Enclosure 1 – Bid Cover Letter” o Completed “Form A – Pre-Award Bidder Evaluation Form” including all required attachments o Completed “Form B – Requested Goods & Services Pricing Form”

1.2 PERSONNEL PERFORMING WORK ON MBTA PROPERTY

Contractor personnel performing work on MBTA Property shall:

Report to MBTA Supervision prior to commencing a delivery and upon completion of a delivery

Use specific, required Personal Protective Equipment.

Wear safety vests (ANSI/ISEA 107-2015 Class 2R) at all times while on MBTA property

Comply with posted speed limits and applicable MBTA standard operating procedures.

Wear company-issued photo ID while on MBTA property

Obtain and maintain MBTA Right of Way (ROW) training and certification. Additional information will be given to the awarded contractor. ROW training is free and provided by the

MBTA to all employees and contractors needing access to the ROW. Classes are held 4 days a https://www.commbuys.com/bso/

IFB: Type IFB Number here - 4 - Non - Federal – Goods & Services - Rev. 8/24/2023 week 7AM-to 3PM. At presents, a four hour online re-training is required every two years following initial training.

1.3 PRODUCT QUALITY REQUIREMENTS

At any time during the agreement, the Massachusetts Bay Transportation Authority (MBTA) reserves the right to determine whether the fluid supplied by the successful Bidder complies with specification requirements and the decision made with respect to the products shall be final.

1.4 PRICING

Pricing for all items will be based on a percentage discount from list price. The percentage discount will remain in place for the duration of the agreement.

Bidders are encouraged to provide a prompt payment discount.

1.5 INVOICING

All Contractor invoices must be sent electronically to invoices@mbta.com with a copy to the MBTA’s

Contract Administrator(s), who will be identified prior to contract execution. Invoices must include the following information, and a copy of all signed delivery slips must be included with invoices:

MBTA PO Number

Invoice Number

Date of all deliveries

MBTA location for all deliveries

Name, badge number, or other identifying information for the delivery person

Amount (gallons) of the delivery

Cost per gallon

Total Cost of the delivery

1.6 DELIVERY COMMITMENTAND PENALTIES

Missed Deliveries: If the contractor misses a scheduled delivery without MBTA authorization or fails to comply with an MBTA delivery request within 24 hours, they shall be subject to a penalty if any MBTA location is unable to provide fluids to vehicles. The penalty shall be equal to $250 per MBTA bus per day that cannot be serviced at its assigned facility due to inadequate fluid inventory.

Incorrect Deliveries: Should the product delivered fail to meet specification requirements or vary from the typical analysis submitted by the Bidder, except with the specific prior approval of the MBTA, the

MBTA may demand that Contractor, at its expense:

Remove all tank contents

Storage tanks, vehicles, dispensers, lines, filters, pumps, and nozzles

Reimburse the MBTA for any MBTA-owned fluids that were contaminated and removed

1.7 SPILL RESPONSE

Within five (5) business days of contract award, the successful Bidder is required to submit a Spill

Response Plan outlining routine preventative spill measures, spill response procedures and the name and contact information for the Contractor’s emergency response coordinator.

2. Instructions to Bidders

2.1 PROCUREMENT METHOD

mailto:invoices@mbta.com

IFB: Type IFB Number here - 5 - Non - Federal – Goods & Services - Rev. 8/24/2023

This IFB will be launched and managed via COMMBUYS. Instructions for log-in and use of

COMMBUYS are described in reference material on the website and at http://www.mass.gov/anf/docs/osd/forms/instructions-for-vendors-responding-to-bids.docx

Bidders may also contact the COMMBUYS Helpdesk at COMMBUYS@state.ma.us or the

COMMBUYS Helpline at 1-888-MA-STATE. The Helpline is staffed from 8:00 a.m. to 5:00 p.m.

Monday through Friday (Eastern Time), except on federal, state, and Suffolk county holidays.

It is the responsibility of Bidders to maintain an active registration in COMMBUYS with a current email address and to monitor that email inbox for communications from the MBTA, including responses to

Bidder questions. The MBTA and the Commonwealth assume no responsibility if a Bidder’s designated email address is not current, or if technical problems, including those with Bidder’s computer, network, or internet service provider (“ISP”) cause email communications sent to or from Bidder and the MBTA to be lost or rejected by any means including email or spam filtering.

Bidder shall review and study all documents thoroughly and report any discrepancies, omissions, technical queries, or other clarifications via COMMBUYS.

Questions and clarification requests submitted by Bidder will, together with MBTA’s response be made available to all Bidders via COMMBUYS.

2.2 PRE-BID CONFERENCE

A virtual Pre-Bid Conference will be held at the on: Click or tap to enter a date at 10:00 a.m. All interested

Bidders are encouraged to participate and may join the Pre-Bid Conference through the information provided below.

<PUT DETAILS HERE>

2.3 DUE DATE AND DELIVERY INSTRUCTIONS

Bids are due by: Select Bid Open Date at 2:00 PM, EST / EDT, for the work described herein. Bidder is required to prepare and submit all required documents to MBTA electronically via COMMBUYS. Bids will not be publicly opened for this procurement.

Bidders are required to submit a Bid including all Bid forms contained in this package. Bidders shall complete the Enclosure 1 – Bid Cover Letter and complete the check boxes to indicate the bid documents that constitute their bid.

Note: Bid packages that do not follow instructions above may be disqualified.

2.4 LATE SUBMISSIONS, MODIFICATIONS AND WITHDRAWALS OF OFFERS

Late Bids will not be accepted.

Any modification of an offer, except a modification for “best and final” offer, is subject to the same conditions stated in this solicitation. At any time after submission of proposals and prior to the final selection of Bidders for contract negotiation or execution, the MBTA shall have the option to provide

Bidders with an opportunity to provide a “best and final” offer and may limit the number of Bidders selected for this option.

Modification resulting from a request for “best and final” offer received after the time and date specified in the request will not be considered. “Best and final” offers will be accepted by email to the designated buyer.

Bids may be withdrawn only by written notice sent to the Authority at any time before award. In the case https://www.commbuys.com/bso/ https://www.commbuys.com/bso/ http://www.mass.gov/anf/docs/osd/forms/instructions-for-vendors-responding-to-bids.docx mailto:COMMBUYS@state.ma.us https://www.commbuys.com/bso/

IFB: Type IFB Number here - 6 - Non - Federal – Goods & Services - Rev. 8/24/2023 of Bid withdrawals or late Bids the MBTA will archive the Bid materials and will not return them to the

Bidder.

2.5 GENERAL QUESTIONS AND CLARIFICATIONS OF SPECIFICATIONS

Any general questions or request for clarification to, or relief from, the specifications, must be submitted the “Bid Q&A” tab in COMMBUYS. Such comments and questions may be submitted up to one week prior to the due date listed in Section 2.3 and shall: (i) identify the document; (ii) identify the relevant section number and page number) or, if it is a general question, indicate so; and (iii) not identify the Bidder in the body of the question or contain proprietary or confidential information. Questions submitted in any other format or method than that described above will not be considered.

Responses to requests for clarification or questions will be provided in writing and issued by the MBTA via COMMBUYS. In addition, the MBTA reserves the right to, in its sole discretion, not answer all questions submitted by Bidders.

It is the Bidder’s responsibility to verify the MBTA’s receipt of questions and clarification requests.

Should the MBTA make changes to any specification, stipulation, requirement, or procedure, notification will be made to all Bidders in the form of written Addenda. No officer, agent, or employee of the MBTA is authorized to amend any provision contained in this solicitation, including the specifications, unless such amendment is issued as an Addendum and sent to all Bidders. If this solicitation is modified by an amendment, then all terms and conditions that are not modified remain unchanged.

2.6 MBTA STANDARD CONTRACT AND TERMS & CONDITIONS

Bidders shall review and sign Section 7.1 MBTA Standard Contract Terms and Conditions to submit with their bid. Bidders do not sign Section 7 Massachusetts Bay Transportation Authority Standard Contract upon submission of their bid. When the MBTA plans to award a contract, the MBTA buyer will fill out

Section 7 Massachusetts Bay Transportation Authority Standard Contract and send it to the successful bidder for signature. See Section 6 MBTA Standard Contract and Terms and Conditions Instructions for

Vendors for further details.

The MBTA does not encourage attempts to negotiate the Section 7.1 Massachusetts Bay Transportation

Authority Standard Contract Terms & Conditions. Many of these provisions are required by law; others are longstanding MBTA policy / practice. Accordingly, Bidders / proposers should only redline or object to provisions that they find absolutely unacceptable. Any rejection or modification of these provisions may disqualify a Bid / proposal as being non-responsive or non-compliant.

2.7 COLLUSION

The Bidder understands that any Bid submitted to the MBTA is made without collusion with any other

Bidder submitting a Bid on the same commodity / service, and is in all respects fair and without fraud.

2.8 PRICES

Each Bid must contain the unit price(s) / rate(s) or lump sum price, extended price(s), and the grand total of the Bid. Bidders shall submit their pricing using Form B: Requested Goods & Services Pricing Form.

The unit price / rate shall prevail in case of an error in price extension. Prices submitted shall be valid throughout the Acceptance Period (see Section 2.10 Acceptance Period).

2.9 ALTERNATIVE BIDS

Alternative Bids will not be accepted for this solicitation.

2.10 ACCEPTANCE PERIOD

IFB: Type IFB Number here - 7 - Non - Federal – Goods & Services - Rev. 8/24/2023

The Authority requires a minimum Acceptance Period of at least ninety (90) calendar days. In case the

MBTA requires an extension, the MBTA will notify all Bidders accordingly. “Acceptance Period” for purposes of this solicitation means the number of calendar days available to the MBTA for awarding a contract based on the Due Date specified in this solicitation for receipt of Bids.

2.11 ELIGIBLE ENTITIES

Any contract resulting from this Bid will be open for use by all MassDOT Divisions.

2.12 DELIVERY TERMS

Bid prices must be inclusive, but not restricted to, all freight, packaging, handling, taxes, and duties for delivery at the specified addresses further described in the specifications.

2.13 PRE-CONTRACTUAL EXPENSES

The MBTA shall not be liable for any pre-contractual expenses incurred by the Bidder in the preparation of its proposal. The Bidder shall not include any such expenses as part of its proposal. Pre-contractual expenses are defined as expenses incurred by the Bidder including but not limited to preparing its Bid in response to this solicitation, submitting its Bid to the MBTA, negotiating with the MBTA any matter related to this Bid, inspection, testing, shipping, and return shipping of proposed goods samples, or any other expenses incurred by the Bidder prior to date of award, if any, of the Agreement.

2.14 TAX EXEMPTION

The MBTA is exempt from Federal Excise Tax, including Transportation Tax, and will furnish properly executed tax exemption certificates upon request. The MBTA is also exempt from Massachusetts State

Sales Tax — Exemption Number E-042-323-989. Such taxes should not be included in Bid prices.

The Bidder alone shall be responsible for payment of all federal, state and local taxes of all types and kinds applicable to such fees incurred under this Agreement.

2.15 INSURANCE

The insurance policies that the successful bidder shall carry are outlined in the attached MBTA

Minimum Insurance Requirements document with this solicitation. The attachment will be included with the solicitation posting on COMMBUYS. The successful bidder shall submit proof of insurance for the requirements detailed at the time of submitting their bid. If in the case they are not available at the time of preparing their Bid, the successful bidder certifies that they will carry such insurance policies and all costs resulting from this are included in their pricing. The successful bidder shall provide proof of insurance within three business days of conditional notice of award.

3. Selection Process

3.1 BASIS OF AWARD

Award will be made to the lowest priced responsive Bid and responsible Bidder for each fluid type.

The MBTA in its sole discretion, will determine if a Bid is responsive and the Bidder is responsible.

In determining whether a Bidder has the ability to perform successfully under the terms and conditions of the proposed procurement, the MBTA will consider:

the specific fluids proposed, including the supporting information provided with the response the Bidder’s ability to such matters as the Bidder’s integrity, compliance with public policy (e.g., EEO record, attainment of DBE goal, debarment status, etc.), record of past performance, and financial and technical resources

The MBTA reserves the right to consider past performance of Bidders with a history of supplying the

MBTA; however, such past performance is not a requirement for selection. Bidder is required to complete

IFB: Type IFB Number here - 8 - Non - Federal – Goods & Services - Rev. 8/24/2023

Form A: Pre-Award Bidder Evaluation Data Form.

The MBTA reserves the right to require the presumptive successful Bidder(s) to submit samples or one or more of the fluid types included in this IFB, and, at the MBTA’s discretion, contract award will be dependent upon successful testing of samples.

If sample(s) are requested, there shall be no additional cost to the MBTA for furnishing and delivery, and sample(s) will not be returned.

The MBTA will determine the lowest cost based on the total price for the annual expected usage for a hypothetical order placed on July 25, 2024. One-half of the Bidder’s prompt payment discount, if any, will be applied to the bid price.

3.2 SCOPE OF PROPOSAL

Pursuant to this Invitation for Bid (“IFB”), Bidders and Bids are required to comply with the terms and conditions stated herein in order to be deemed responsive and responsible. If a Bid does not meet all of the requirements listed in the solicitation, the Bidder’s proposal may be disqualified. Failure by the Bidder to examine all information pertaining to this solicitation or participate in any scheduled on-site visits will be at the Bidder’s risk.

3.3 REJECTION OF BID

The MBTA reserves the right to reject any and all Bids, in whole or in part, if such action is determined to be in the best interests of the Authority. Unless all Bids are rejected, award shall be made to the lowest priced responsive Bid and responsible Bidder.

3.4 CANCELLATION OF BID

The Authority reserves the right to cancel this Bid at any time prior to execution of the Contract by all parties and without any liability against the Authority.

3.5 APPEAL / PROTEST PROCEDURES

Bid appeals / protests relative to this procurement will be reviewed and adjudicated in accordance with the

MBTA's Appeals / Protest Procedure - Goods & Services. A copy of this procedure is available by contacting the Buyer assigned to this procurement and available online at www.mbta.com.

4. MBTA Policies

4.1 SMALL, MINORITY, WOMEN, AND OTHER DISADVANTAGED BUSINESSES

It is the policy of the Commonwealth and the MBTA to ensure non-discrimination in the procurement of goods and services. It is the MBTA’s intention to create a level playing field on which all contractors and subcontractors can compete fairly for contracts. The MBTA promotes equity of opportunity in state contracting; and to that end; encourages full participation of certified small, minority, women, and other disadvantaged owned businesses as those terms are defined by the Commonwealth’s Supplier Diversity office.