University of Massachusetts Lowell BID REQUEST Purchase of Standby Generator and Automatic Transfer Switches Bid Number # CL13-HT-0029 Introduction The University of Massachusetts Lowell (UML) invites bids on the purchase of a Standby Generator and Automatic Transfer Switches (ATS) for O’Leary Library. Bid Specifications 1. Please see Article 260214 and Article 260212. Bid Rejection The University reserves the right to reject any or all bids received in whole or in part if it is deemed such action is in the best interest of The University and the Commonwealth of Massachusetts. Preparation of Bids Bids must be signed, where instructed. Bidders are cautioned that errors, alterations, or corrections on the submitted bid must be initialed by the person signing the bid proposal or his/her authorized designee. Failure to do so may result in rejection of the bid for those items erased, altered, or corrected and not initialed. Telephone and or Fax bids will not be accepted. Selection Criteria UML shall enter into an agreement with the Bidder who submits the proposal that meets the minimum requirements, proof of quality and performance of previous work, ability to meet the time frame set by the University, is financially beneficial to UML and demonstrated ability to service the product in a timely and satisfactory manner. Prevailing Wage Law All services solicited through this RFB are subject to the Massachusetts Prevailing Wage Laws. A list is provided as part of the RFB indicating the trades for which a contractor is mandated by law to pay the prevailing wage rates. Applicable Prevailing Wage Rates are issued with this RFB and will become a part of any Contract resulting from this solicitation. It is the responsibility of the Contractor to adhere to the Prevailing Wage Laws. All Electrical Connections must be done by a Licensed Electrical Contractor. It is CL13-HT-0029 Standby Generator and Automatic Transfer Switches the responsibility of the Vendor to obtain a City of Lowell Electrical Permit. The Vendor is also responsible for the Cost of any and all necessary permits. Certification of Tax Status Pursuant to Massachusetts General Law, Chapter 62C, Section 49 A, the bidder certifies under penalties of perjury that to the best of the bidder's knowledge and belief, they have filed all state tax returns and paid all state taxes required by law. Certification of Non-Collusion Pursuant to Massachusetts General Law, Chapter 7, Section 22 (20), the bidder certifies under penalties of perjury that their bid is in all respects bona fide, fair, and made without collusion or fraud with any person, joint venture, partnership, corporation or other business or legal entity. Bidder's Representations Each bidder by submitting its bid represents that: a) The bid document and specifications have been read and understood by the bidder, b) The bid is based upon the items described in the bidding documents and specifications without exceptions, c) The bid has been arrived at independently and is submitted without collusion, Bid Documents Proposal may be submitted via email to Purchasing@uml.edu or hard copy sent to Purchasing at the address below. Bid Opening Bids will be opened and publicly read on, Wednesday, March 6, 2013 at 11:00 AM EST at the Purchasing Department: Wannalancit Business Center 600 Suffolk St. Rm 415 Lowell, MA 01854 It is vital that bids be in the Purchasing Office by the due date and time. Late bids will not be considered, and will be placed, unopened, in the bid file. We strongly encourage you to contact the Purchasing Office by telephone or e-mail prior to the bid opening to confirm that your bid has been received by the Purchasing Department. The general Purchasing Office phone number is (978) 934-3500 or email address is Purchasing@uml.edu. All communication should reference RFB No. CL13-HT-0029 CL13-HT-0029 Standby Generator and Automatic Transfer Switches Questions/Contact Person Prospective Bidders may submit questions to UML regarding this solicitation via email to Purchasing@uml.edu Amendments The Purchasing Department reserves the right to amend, alter, or cancel the bid at any time prior to the deadline for submissions of bids. If such action is necessary, all potential bidders who have received or requested a copy of the bid will be notified of the changes to be made in writing and whether the bid opening date will be extended. Debriefing Any Vendor may request a debriefing within one (1) week after receiving notification of award, to discuss the Selection Committee's evaluation of its bid proposal. Request for debriefing shall be made in writing to the Purchasing Manager. Debriefing shall not include discussions of any competing bids. Massachusetts Public Record Law All bids and related documents submitted in response to this RFP are subject to the Massachusetts Public Records Law, Massachusetts General Law Chapter 66, Section 10 and to M.G.L. Chapter 4, Section 7, Subsection 26, regarding public access to such documents. Statements in the bid response that are inconsistent with those statutes will be disregarded. Any additional questions regarding the Public Records Law should be directed to the Public Records Division at: (617) 727-2832 during regular business hours. You may also access various Public Records Division publications through the Internet at: www.sec.state.ma.us/pre. Transfers and Subcontracting The Vendor may not subcontract, in whole or in part, any portion of this contract without the written consent of the University. Nondiscrimination in Employment and Affirmative Action The Contractor shall not discriminate against any qualified employee or applicant for employment because of race, color, national origin, ancestry, age, sex, religion, physical or mental handicap, or sexual orientation. The Contractor agrees to comply with all applicable Federal and State statutes, rules and regulations prohibiting discrimination in employment including but not limited to: Title VII of the Civil Rights Act of 1964; the Age Discrimination in Employment Act of 1967; Section 504 of the Rehabilitation Act of 1973; the Americans with Disabilities Act of 1990; and M.G.L. c.151B. Vendor Not Employee of UML The Vendor, or his employees or agents performing under the agreement, are not to be deemed to be employees of UML nor to be agents of UML in any manner whatsoever. The Vendor will not hold himself out as, nor claim to be, an officer or employee of UML and will not make any claim, demand, or application to or for right or privilege applicable to an officer or employee of UML, including, but not limited to, workmen's compensation coverage, unemployment insurance benefits, social security benefits, or retirement membership or credit. CL13-HT-0029 Standby Generator and Automatic Transfer Switches Company information and signature required Company Name: Company Address: Tel. # Fax # Are you () Woman Owned Business () Minority Owned Business () Individual/Sole Proprietorship () Partnership () Government () Non-profit Organization () Corporation () Disadvantaged Business () Other (specify) Tax I.D./ FEIN # ____-___-_____ or S.S.N.# (if individual) ____-___-_____. Signature of owner or authorized officer*: Please print name: ______________________________ Title: __________________________ Date submitted: ___/___/___ CL13-HT-0029 Standby Generator and Automatic Transfer Switches Certification of Non Collusion The undersigned certifies under penalties of perjury that this Bid or Proposal has been made and submitted in good faith and without collusion or fraud with any other person. As used in this certification, the word "person" shall mean any natural person, business, partnership,corporation, union, committee, club, or other organization, entity, or group of individuals. ______________________________ Authorized Signature* ______________________________ Printed Name of person signing bid or proposal*) ___________________________ (Name of business) CL13-HT-0029 Standby Generator and Automatic Transfer Switches Business Reference Form Company Name:___________________________________________________ 1. Reference Name:______________________ Address:_____________________________ Contact Person:_______________ Tel Number:________________ Description and Dates of Services Provided: ________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ __________________________________________________________________ 2. Reference Name: _____________________ Address: _____________________________ Contact Person:_______________ Tel Number:________________ Description and Dates Services Provided: ________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ __________________________________________________________________ 3. Reference Name:______________________ Address:_____________________________ Contact Person:_______________ Tel Number:________________ Description and Dates of Services Provided: ________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ __________________________________________________________________ Must list all jobs performed in a similar scope in the past 3 years. References will be contacted to confirm Bidder’s abilities, qualifications and performance. The University may deem the Bidder’s response unresponsive if a reference is not obtainable from listed reference after reasonable attempts. CL13-HT-0029 Standby Generator and Automatic Transfer Switches VENDOR BIDDER CHECK LIST AS A QUALIFIED BIDDER, HAVE YOU INCLUDED: ____ Company information and signature (page 4) ____ Certificate of non-collusion and tax compliance (page 5) ____ Business Reference (pages6) ____ Completed Form for General Bid Attachment A ____ Bids must be delivered No later than 11:00 AM EST., Wednesday March 6, 2013. Bids received after this date and time will not be accepted. CL13-HT-0029 Standby Generator and Automatic Transfer Switches UMass O’Leary Library 61 Wilder Street Lowell, MA AUTOMATIC TRANSFER SWITCHES (ATS) PREPURCHASE 260212 Prepared for: University of Massachusetts Lowell One University Avenue Lowell, MA 01854 Prepared by: WSP FLACK + KURTZ 88 Black Street, Suite 210 Boston, MA 02210 Phone: (617) 210-1600 Fax: (617) 210-1800 Project No. 211073.00 January 18, 2013 Table of Contents SECTION PAGE ARTICLE 260212 - AUTOMATIC TRANSFER SWITCHES ......................................................................... 1 PART 1 - GENERAL ..................................................................................................................................... 1 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 1.12 1.13 REFERENCES ................................................................................................................................... 1 DEFINITIONS ..................................................................................................................................... 1 SCOPE ............................................................................................................................................... 1 CONTRACT DOCUMENTS ............................................................................................................... 2 PERMITS, FEES, RULES AND REGULATIONS............................................................................... 2 DISCREPANCIES IN DOCUMENTS ................................................................................................. 2 GUARANTEE AND 4 HOUR SERVICE ............................................................................................. 3 BULLETINS, MANUALS, AND OPERATING INSTRUCTIONS, AND PROTECTION ...................... 3 SUBMITTALS ..................................................................................................................................... 4 QUALITY ASSURANCE .................................................................................................................... 6 DELIVERY, STORAGE, AND HANDLING ........................................................................................ 7 CONSTRUCTION PLANNING MEETING AND SCHEDULE ............................................................ 7 PACKING AND SHIPPING ................................................................................................................ 7 PART 2 - PRODUCTS .................................................................................................................................. 7 2.1 2.2 2.3 2.4 GENERAL .......................................................................................................................................... 7 MANUFACTURERS ........................................................................................................................... 9 SYSTEM ............................................................................................................................................. 9 CONSTRUCTION .............................................................................................................................. 9 PART 3 - EXECUTION ............................................................................................................................... 15 3.1 3.2 3.3 3.4 3.5 3.6 INSTALLATION ................................................................................................................................ 15 CAPACITY AND GUARANTEE ....................................................................................................... 15 WARRANTY ..................................................................................................................................... 15 AUTOMATIC TRANSFER SWITCHES SERVICE CONTRACT...................................................... 15 OPERATING INSTRUCTIONS AND MAINTENANCE MANUALS .................................................. 15 MANUFACTURER'S TECHNICAL REPRESENTATIVE ................................................................. 16 UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - i January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc ARTICLE 260212 - AUTOMATIC TRANSFER SWITCHES PART 1 - GENERAL 1.1 REFERENCES A. 1.2 1.3 Conditions of the Contract and General Requirements, apply to work of this Section. Where Paragraphs of this Section conflict with similar requirements of the Contract and General Requirements, the Contract and General Requirements shall prevail. DEFINITIONS A. "Furnish" means "to purchase and deliver to the project site complete with every necessary appurtenance and support." B. Work means obligations undertaken by Automatic Transfer Switch Supplier under this Contract. Work includes, unless specifically excepted, providing materials, fabrication, testing, equipment, supplies, tools, storage, transportation to Owner's selected site, superintendence, startup, commissioning, applicable services, facilities, and expenses necessary for full performance and completion of the requirement of Contract Documents. SCOPE A. Perform work and provide material and equipment and services as specified or indicated in this Section of the Specifications. B. Sketches and Specifications form complimentary requirements; provide work specified and not shown, and work shown and not specified as though explicitly required by both. Provide supplementary or miscellaneous items, appurtenances, devices or materials included to or necessary for sound, secure and complete systems as described below. C. Work shall include, but shall not be limited to, the following: 1. Furnish factory assembled Automatic Transfer Switches: 2. Provide all product engineering and coordination information required for review by the Engineer. 3. Technical service and supervision during installation, including parts, labor and expense of factory engineers, technicians and certified mechanics for equipment startup adjustments, field testing, and operating instructions after installation is complete. 4. Delivery of Automatic Transfer Switch equipment and components FOB to site (Lowell, MA). Automatic Transfer Switch Supplier's Representative shall be at site full time to check condition of equipment prior to unloading. 5. Provide six (6) original sets of complete bulletins, Owner's manuals and instructions, warranties and spare parts list. 6. Rigging of Automatic Transfer Switch equipment and components shall be by the Construction Manager. 7. Submit certified factory tests for all Automatic Transfer Switch components. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 1 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 1.4 1.5 1.6 CONTRACT DOCUMENTS A. Except where modified by a specific notation to the contrary, it shall be understood that the indication and/or description of any item, in the specifications, carries with it the instruction to furnish the items factory installed or have installed on-site by an approved service contractor or factory representative, regardless of whether or not this instruction is explicitly stated as part of the indication or description. B. Items referred to in singular number in Contract Documents shall be provided in quantities necessary to complete work. PERMITS, FEES, RULES AND REGULATIONS A. Give the proper Authorities all requisite notices or information relating to the work under this Section. Obtain and pay for all fees, licenses, permits and certificates. Comply with the rules and regulations of all Local, State and Federal Authorities having jurisdiction, Building Codes, the rules and regulations of the National Board of Fire Underwriters and the Public Utility Companies serving the building. B. Perform work in accordance with Nationally Recognized Testing Laboratory (NRTL) listing or labeling requirements, OSHA regulations, NFPA Standards, Electrical Code, and The Americans with Disabilities Act Accessibility Guidelines (ADAAG). The Drawings and Specifications do not attempt to indicate all work required by codes, regulations and authorities. C. Nothing in these Contract Documents shall be construed to permit work not conforming to applicable codes and regulations. When conflicts occur the more restrictive requirements shall govern. D. Toxicity: Comply with applicable codes and regulations regarding toxicity of combustion products of materials used, toxic, or hazardous materials used or disposed of. E. Legally dispose of all material. Adhere to all regulations regarding disposal of hazardous material. Recycle hazardous material where recycling is possible. Submit certificates of legal recycling or disposal to the Engineer. Include copy in the Operating and Maintenance Manual. DISCREPANCIES IN DOCUMENTS A. Where Specifications conflict or are unclear, advise the Engineer, in writing, before Award of Contract. Otherwise, the Engineer’s interpretation of Contract Documents shall be final, and no additional compensation shall be permitted due to discrepancies or unclarities thus resolved. B. It is the intent of these contract documents to have the Automatic Transfer Switch Supplier provide systems and components that are fully complete and operational and fully suitable for the intended use. There may be situations in the documents where insufficient information exists to precisely describe a certain component or subsystem, or the routing of a component. In cases such as this, where the Automatic Transfer Switch Supplier has failed to notify the Engineer of the situation in accordance with Paragraph (A) above, the Automatic Transfer Switch Supplier shall provide the specific component or subsystem with all parts necessary for the intended use, fully complete and operational. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 2 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 1.7 1.8 GUARANTEE AND 4 HOUR SERVICE A. Guarantee Work of this Section in writing for one year following the date of successful acceptance testing as determined, in writing, by the Engineer. The guarantee shall repair or replace defective materials, equipment and workmanship that develop within this period, promptly and to the Engineer's satisfaction and correct damage caused in making necessary repairs and replacements under guarantee within Contract Price. B. Replace material and equipment that require excessive service during guarantee period as defined and as directed by the Engineer. C. Provide 4 hour on site service beginning on the date the project is first tested under start-up, whether or not fully accepted, and lasting until the termination of the guarantee period. Service means providing, at no cost, to the Owner replacement for defective part and labor to install such part. Service shall be at no cost to the Owner. Service can be provided by the Equipment Supplier or a separate service organization. Choice of service organization shall be subject to the Owner's approval. The intent is for all parts found defective and needing replacement to be replaced by an authorized representative of the manufacturer. Submit at the time of bid the name and a phone number that will be answered on a 4 hour basis each day of the week, for the duration of the service. Response time shall be guaranteed less than two hours. D. Submit copies of equipment and material warranties before final payment. E. At end of guarantee period, transfer manufacturer’s equipment and material warranties still in force to Owner. F. This Paragraph shall not be interpreted to limit Owner's rights under applicable codes and laws and under this Contract. BULLETINS, MANUALS, AND OPERATING INSTRUCTIONS, AND PROTECTION A. B. Obtain, before shipment of equipment, four copies of operation, lubrication and maintenance manuals for all items. Assemble literature in coordinated manuals with additional information describing combined operation of field assembled units, including as-built wiring diagrams. Manual shall contain names and addresses of manufacturers and local representatives who stock or furnish repair parts for items or equipment. Divide manuals as follows: 1. Directions for and sequence of operation of each item of equipment or system. Sequence shall list values, switches, and other devices used to start, stop and control system. Detail procedure to be followed in case of malfunctions. Include detailed diagrams, etc. as appropriate for systems provided. 2. Detailed maintenance and trouble shooting manuals containing data furnished by manufacturer for complete maintenance. Furnish six copies of manuals to the Engineer for approval and distribution to Owner. Deliver manuals no less than 15 days prior to delivery of equipment to permit Owner's personnel to become familiar with equipment and operation prior to delivery. Refer to Contract Closeout Section. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 3 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 1.9 C. Operating instructions: Upon completion of installation and during the startup and commissioning period, instruct Owner's operating personnel in any or all parts of various systems. Instructions shall be performed by factory-trained personnel. Owner shall determine which systems require additional instructions. Duration of instructions shall take equipment through complete cycle of operation (at least two eight hour working days). Make adjustments under actual or simulated operating conditions. D. Furnish final documentation, including as-built drawings in AutoCAD format including wiring diagrams, test certificates, inspection reports, and shop and field operating tests. E. In addition to the hard copy manuals, furnish two (2) electronic copies of manual to the Engineer for approval and distribution to the Owner. Electronic copies shall be furnished on CD-ROM disks. SUBMITTALS A. Definitions: 1. B. Shop Drawings are information prepared by the Supplier to illustrate portions of the work in more detail than indicated in the Contract Documents. Submittal Procedures and Format 1. Review submittal packages for compliance with Contract Documents and then submit to Owner or his Representative for review. Submit eight sets, after review, six sets of each shop drawing will be returned with reviewer's marks. Refer to Submittal Requirements. 2. Each Shop Drawing shall indicate in title block, and each Product Data package shall indicate on cover sheet, the following information: a. b. c. d. e. f. Title. Name and location of project. Names of Owner, Contractor, and subcontractor(s) (if known). Names of Substation Suppliers, Suppliers, Vendors, etc. Date of submittal. Whether original submittal or resubmitted. 3. Shop drawings showing layouts of systems shall contain sufficient plans, elevations, sections, details, and schematics to describe work clearly. 4. Shop drawings showing Supplier's product data shall contain detailed dimensional drawings, accurate and complete description of materials of construction, Automatic Transfer Switch Supplier's published performance characteristics and capacity ratings (performance data, alone, is not acceptable), electrical requirements and wiring diagrams, and performance for Automatic Transfer Switch assembly. Drawings shall clearly indicate location (terminal block or wire number), voltage and function for all field terminations, and other information necessary to demonstrate compliance with all requirements of Contract Documents. Information shall be included covering the following: a. Shop Drawings 1) 2) Dimensions Parts and materials list UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 4 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 3) Equipment performance data a) b. Operating Instructions 1) 2) 3) 4) 5) 5. C. All catalog sheets and information including protective relays, current and potential transformers, meters, etc. Installation instructions Operating instructions List of recommended spare parts Parts and materials list Recommended service intervals and tasks If any connection details are not submitted and connections are found to be either installed incorrectly in the field or require significant revisions to the original design configuration, the Automatic Transfer Switch Supplier shall be responsible for any additional costs incurred by the Construction Manager, with such cost deducted from the Automatic Transfer Switch Supplier’s compensation. Submittal Notations: Submittals will be returned from the Owner's representative marked as illustrated below: NO EXCEPTION TAKEN MAKE CORRECTIONS NOTED REJECTED DO NOT RESUBMIT SUBMIT SPECIFIED ITEM(S) RESUBMIT D. Schedule: Incorporate shop drawing review period into construction schedule so that Work is not delayed. The Automatic Transfer Switch Supplier shall assume full responsibility for delays caused by not incorporating the following shop drawing review time requirements into his project schedule: Allow at least 10 working days, exclusive of transmittal time, for review each time shop drawing is submitted or resubmitted. E. Responsibility: F. 1. Intent of Submittal review is to check for capacity, rating, and certain construction features. The Automatic Transfer Switch Supplier shall ensure that work meets requirements of Contract Documents regarding information that pertains to fabrication processes or means, methods, techniques, sequences and procedures of construction; and for coordination of work of this and other Sections. Work shall comply with submittals marked "NO EXCEPTION TAKEN" to extent that they agree with Contract Documents. Submittal review shall not diminish responsibility under this Contract for dimensional coordination, quantities, installation, wiring, supports and access for service, nor the shop drawing errors or deviations from requirements of Contract Documents. The Engineer's noting of some errors while overlooking others will not excuse the Supplier from proceeding in error. Contract Documents requirements are not limited, waived nor superseded in any way by review. 2. INFORM SUBCONTRACTORS, SUPPLIERS, ETC. OF SCOPE AND LIMITED NATURE OF REVIEW PROCESS AND ENFORCE COMPLIANCE WITH CONTRACT DOCUMENTS. Product data for each product and component specified. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 5 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc G. 1.10 Shop drawings for each Automatic Transfer Switch. Include dimension plans, sections, and elevations. Show minimum clearances, installed devices, major features, and materials lists. Include the following: 1. Nameplate legends. 2. Size and number of bus bars in each bus run including mains and branches of phase, neutral, and ground buses. 3. Current ratings of buses. 4. Short-time and short-circuit ratings of Automatic Transfer Switch assembly. 5. Features, characteristics, and ratings of individual components. H. Wiring diagrams from manufacturer of equipment: single-line and elementary diagrams and schematic diagrams of equipment to be supplied, differentiating between manufacturerinstalled and field-installed wiring. I. Time-current characteristic curves for over current protective devices including circuit breaker trip devices and fusible devices. J. Qualification data for field-testing organization certificates, signed by the Automatic Transfer Switch Supplier, certifying that the organization complies with the requirements specified in Quality Assurance below. Include a list of completed projects with project names, addresses, names of Engineers and Owners, plus other information specified. K. Report of field tests and observations certified by the testing organization. L. Maintenance data for materials and products, for inclusion in Operating and Maintenance Manual. QUALITY ASSURANCE A. Listing and Labeling: Provide Automatic Transfer Switch assemblies that are listed and labeled. 1. The terms “listed” and “labeled” shall be as defined in the National Electrical Code, Article 100. 2. Listing and Labeling Agency Qualifications: A “Nationally Recognized Testing Laboratory” (NRTL) B. Manufacturers Qualifications: Manufacturer shall be a member of NEMA, regularly engaged in manufacturing Automatic Transfer Switches complying with the requirements of these Specifications, and experienced with at least 5 projects of similar size and scope. C. Field-Testing Organization Qualifications: To qualify for acceptance, a testing organization must demonstrate, based on evaluation of organization-submitted criteria conforming to ASTM E 699 that it has the experience and capability to conduct satisfactorily the testing indicated. D. Electrical Component Standard: Components and installation shall comply with the latest edition of NFPA 70, “National Electrical Code.” UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 6 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 1.11 1.12 1.13 E. Product Selection for Restricted Space: The specification indicates maximum dimensions for Automatic Transfer Switch equipment. F. American National Standards Institute (ANSI - Latest Edition): G. National Electrical Manufacturer’s Association (NEMA - Latest Edition) DELIVERY, STORAGE, AND HANDLING A. Deliver in shipping splits of lengths that can be moved past obstructions in delivery path as indicated. B. Handle Automatic Transfer Switch in accordance with manufacturer’s instructions. Use factory-installed lifting provisions. CONSTRUCTION PLANNING MEETING AND SCHEDULE A. The successful bidder shall arrange a meeting to discuss in detail those items that pertain to installation that will affect construction, engineering, and Automatic Transfer Switch Supplier's planning, shipping sequence, shipping schedule and other coordination items. B. Coordinate components factory performance tests and field performance test with the Owner and Owner's Representative outlined in Part 2 Paragraphs of these specifications. C. Provide a minimum of two man days of operating instructions by factory engineer to Owner's personnel after Owner has received and reviewed manuals. D. Coordinate shipping schedule with the Owner and the Engineer for the project. Inform the Owner and the Engineer immediately of exact time of departure of equipment from plant and estimated time of arrival at the Rigger's designated receiving facility. E. The manufacturer shall be responsible for the storage or equipment until the owner schedules a date and time for delivery. PACKING AND SHIPPING A. Cover and crate to provide protection against the weather and possible damage in handling, transportation and storage. B. The Automatic Transfer Switches shall be rigged, lifted, jacked, moved, etc., in strict accordance with the recommendations of the Automatic Transfer Switch Supplier. PART 2 - PRODUCTS 2.1 GENERAL A. The Electrical Code referred to in these specifications is the Massachusetts Electrical Code. All work shall be provided in strict compliance with the Electrical Code and all regulations that may apply. B. Where standards exist, for a particular category, products used on this project shall be listed by an OSHA approved Nationally Recognized Testing Laboratory (NRTL), and be approved or listed for the intended service and application. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 7 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc C. These specifications do not undertake to repeat the requirements of codes, regulations or NRTL listing or labeling instructions. The Specifications or Drawings may require items or work beyond the requirements of applicable codes or regulations. The more strict, higher quality, greater quantity or higher cost shall be provided. It is incumbent on the material and equipment suppliers to meet these specifications, applicable codes, regulations, and NRTL listing agency restrictions. D. Manufacturers: E. 1. The word "Supplier" shall include the Manufacturer, the Manufacturer's Representative, the Distributor, the Fabricator, and the Supplier of the particular classification of equipment, system, product, and material. 2. Manufacturer shall refer to all Sections of the Specifications (Parts 1 - General, 2 Products and 3 - Execution) and Drawings for requirements. 3. Manufacturer shall be thoroughly familiar with all specified products relating to the Work and submit written objection prior to bid if he objects to the proposed use of any product. 4. During construction, Manufacturer shall visit the site periodically to observe the installation of supplied product. The Manufacturer shall advise the Installer and the Construction Manager immediately if supplied product is not being installed as recommended by the Manufacturer. 5. Upon completion of the Work, Manufacturer shall certify in writing that supplied product was installed according to the Manufacturer's recommendation and the installation is approved by the Manufacturer. Refer to Certifications. 6. Manufacturer, when accepting orders for material and equipment, agrees that submittal schedules and production schedules will be adjusted as required to accommodate material and equipment supplied for this project. Material and equipment will be manufactured and delivered to the site sufficiently ahead of schedule so as not to delay the completion of the Work. 7. The Contract Documents are based on the Manufacturer specified. All work, equipment, and systems shall be manufactured, provided, repaired, installed, and tested in accordance with the latest edition and all current amendments of the applicable publications and standards of the organizations listed below as of the date of the Contract Documents. When the Specification requirements exceed the requirements of these publications and standards the Specifications shall govern: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. State Building Code (SBC) Building Department Inspectional Services American Society for Testing and Materials (ASTM) Underwriter's Laboratories, Inc. (UL) Insulated Cable Engineers Association (ICEA) National Electrical Manufacturers Association (NEMA) Institute of Electrical and Electronics Engineers, Inc. (IEEE) American National Standards Institute, Inc. (ANSI) National Fire Protection Association (NFPA) Local Electric Code Department of Public Safety (DPS) Building Officials and Code Administrators International, Inc. (BOCA) Department of Labor USA. Safety and Health Regulations for Construction (OSHA) UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 8 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 14. 15. 16. 17. 18. 19. 2.2 MANUFACTURERS A. 2.3 Acceptable Manufacturer: Subject to compliance with the specified requirements. Automatic Transfer Switches shall be manufactured by ASCO 4000 Series and delayed transition. SYSTEM A. Furnish the automatic transfer switches to automatically transfer between the normal and emergency standby power source. The following shall be furnished. 1. 2. 2.4 Energy Codes National Electrical Contractors Association (NECA) National Bureau of Standards (NBS) Utilities Serving Project. Fire Department. Americans with Disabilities Act Applications Guidelines Two (2) 260 Amp, 480 volt, 3 phase, 4 wire, 4 pole. (Life Safety & Elevators) One (1) 150 Amp, 480 volt, 3 phase, 4 wire, 4 pole. (Optional Standby) CONSTRUCTION A. The automatic transfer switches shall be mechanically held and electrically operated by an electric Solenoid for life safety and dual Solenoid for elevator and non-essential switches energized from the source to which the load is to be transferred. The switch shall be rated for continuous duty and be inherently double throw. The switch shall be mechanically interlocked to ensure only one of two possible positions, normal or emergency, and cannot be inadvertently connected together. B. All main contacts shall be of silver composition. They shall be protected by arcing contacts. They shall be of the blow on configuration and of segmented or brush construction. C. All contacts, coils, springs, and control elements shall be conveniently removable from the front of the transfer switch without major disassembly or disconnection of power conductors. D. Automatic transfer switches utilizing components of molded case circuit breakers, contactors or parts thereof, which have not been intended for continuous duty or repetitive load transfer switching are not acceptable. E. The automatic transfer switches shall conform to the requirements of NEMA Standard ICS 2447 and Underwriters Laboratories, Incorporated UL-1008 and shall be NRTL listed as follows: 1. For use in emergency systems in accordance with Article 517 and 700 of the Electric Code. 2. Rated in amperes for total system transfer including control of motors, electric discharge, lamps, electric heating and tungsten filament lamp loads are referred to in Paragraph 30.9 of UL-1008. 3. Transfer switches rated 400 amperes and less shall be suitable for 100 percent tungsten-filament lamp load. Switches rated above 400 amperes shall be suitable for 30 percent or 400 amperes tungsten-filament lamp load, whichever is higher. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 9 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc F. As a condition of approval, the manufacturer of the automatic transfer switches shall verify that their switches are listed by Underwriters Laboratories, Inc., Standard UL-1008 with 3 cycle short circuit closing and withstand as follows: Withstand Ratings (Available RMS Amperes) Continuous Rating Fuses Molded Case CB 30 100,000 42,000 70, 100, 150 200,000 42,000 260, 400 200,000 65,000 600, 800 200,000 65,000 1000, 1200 200,000 85,000 1600, 2000 200,000 100,000 1. During the 3 cycle closing and withstand tests, there shall be no contact welding or damage. The 3 cycle tests shall be performed without the use of current limiting fuses. The test shall verify that contacts separation has not occurred, and there is contact continuity across all phases. Test procedures shall be in accordance with UL-1008, and testing shall be certified by Underwriters Laboratories, Inc. 2. When conducting temperature rise tests to UL-1008, the manufacturer shall include post-endurance temperature rise tests to verify the ability of the transfer switch to carry full rated current after completing the overload and endurance tests. 3. The microprocessor controller shall meet the following requirements: a. b. c. d. e. 4. G. Storage conditions – 25°C to 85°C. Operation conditions – 20°C to 70°C ambient. Humidity 0 to 99% relative humidity, noncondensing. Capable of withstanding infinite power interruptions. Surge withstand per ANSI/IEEE C-37.90A-1978. Manufacturer shall provide copies of test reports upon request. All production units shall be subjected to the following factory tests: 1. The complete automatic transfer switch shall be tested to ensure proper operation of the individual components and correct overall sequence of operation. 2. All sensing relays shall be tested to ensure proper pick up and drop out. 3. Operating transfer time and time delay accessories shall be checked to ensure that requirements of the Specifications are met. 4. The complete automatic transfer switch shall be subjected to a dielectric strength test per NEMA Standard ICS 1-109.05. 5. The control panel shall meet or exceed the voltage surge withstand capability in accordance with IEEE Standard 492-1974 (ANSI C37.90a-1974) and the impulse withstand voltage tests in accordance with the proposed NEMA Standard ICS 1-109. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 10 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc H. I. General 1. The automatic transfer switch shall be furnished as shown on the drawings. Voltage and continuous current ratings and number of poles shall be as shown. Switches shall be by ASCO 4000 series and delayed transition. No other equal manufacturers. 2. A true 4-pole switch shall be supplied with all four poles mounted on a common shaft unless indicated as 3-pole on the drawings. The continuous current rating and the closing and withstand rating of the fourth pole shall be identical to the rating of the main poles. 3. The transfer switch shall be mounted in a NEMA 1 enclosure, unless otherwise indicated. Enclosures shall be fabricated from 12 gauge steel. The enclosure shall be sized to exceed minimum wire bending space required by UL-1008. 4. The transfer switch shall be equipped with an internal welded steel pocket, housing an operations and maintenance manual. 5. The transfer switch shall be top and bottom accessible. 6. The main contacts shall be capable of being replaced without removing the main power cables. 7. The main contacts shall be visible for inspection without any major disassembly of the transfer switch. 8. All bolted bus connections shall have Belleville compression type washers. 9. When a solid neutral is required, a fully rated bus bur with required AL-CU neutral lugs shall be provided. 10. Control components and wiring shall be front accessible. All control wires shall be multi-conductor, 18 gauge, 600V SIS switchboard type point-to-point harness. All control wire terminations shall be identified with tubular sleeve-type markers. 11. The switch shall be equipped with 90°C rated copper/aluminum solderless mechanical type lugs. 12. The complete transfer switch assembly shall be factory tested to ensure proper operation and compliance with the specification requirements. A copy of the factory test report shall be available upon request. Automatic Transfer Switches 1. The transfer switch shall be double throw, actuated by two electric Solenoid momentarily energized and connected to the transfer mechanism by a simple over enter type linkage. Minimum transfer time shall be 400 milliseconds with an adjustable time delay in the open transition mode. 2. The normal and emergency contacts shall be positively interlocked mechanically and electrically to prevent simultaneous closing. Main contacts shall be mechanically locked in both normal and emergency positions without the use of hooks, latches, magnets, or springs and shall be silver-tungsten alloy. Separate arcing contacts with magnetic blowouts shall be provided on all transfer switches. Interlocked, molded case circuit breakers or contactors are not acceptable. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 11 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 3. J. External Maintenance Handle Removed. Automatic Transfer Switch Controls 1. The transfer switch shall be equipped with a microprocessor based control system, to provide all the operational functions of the automatic transfer switch. The controller shall have to asynchronous serial ports. The controller shall have a real time clock with NiCad battery backup. 2. The CPU shall be equipped with self-diagnostics which perform periodic checks of the memory I/O and communication circuits, with a watchdog, power fail circuit. 3. The controller shall use industry standard open architecture communication protocol for high speed serial communications via multidrop connection to other controllers and to master terminal with up to 4,000’ (1219m) of cable, or further, with the addition of a communication repeater. The serial communication port shall be RS4222/485 compatible. 4. The serial communication port shall allow interface to either the manufacturer’s or the Owner’s furnished remote supervisory control. 5. The controller shall have password protection required to limit access to qualified and authorized personnel. 6. The controller shall include a 20-character LCD display with a keypad which allows access to the system. 7. The controller shall include three phase over/under voltage, over/under frequency, phase sequence detection and phase differential monitoring on both normal and emergency sources. 8. The controller shall be capable of storing the following records in memory for access either locally or remotely: a. b. c. d. e. f. K. Number of hours transfer switches in the emergency position (total since record reset). Number of hours emergency power is available (total since record reset). Total transfer in either direction (total since record reset). Date, time and description of the last four source failures. Date of the last exercise period. Date of record reset. Sequence of Operation 1. When the voltage on any phase of the normal source drops below 80% or increases to 120%, the frequency drops below 90% or increases to 110%, or 20% voltage differential between phases occurs, after a programmable time delay period of 0-60 minutes factory set at 3 seconds to allow for momentary dips, the engine starting contacts shall close to start the generating plant. 2. The transfer switch shall transfer to emergency when the generating plant has reached specified voltage and frequency on all phases. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 12 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc L. 3. After restoration of normal power on all phases to a preset value of at least 90% of rated voltage, at least 95% of rated frequency, and a voltage differential of less than 20%, an adjustable time delay period of 0-60 seconds (factory set at 300 seconds) shall delay retransfer to allow stabilization of normal power. If the emergency power source should fail during this time delay period, the switch shall automatically return to the normal source. 4. After retransfer to normal, the engine generator shall be allowed to operate at no load for a programmable period of 0-60 seconds, factory set at 300 seconds. Automatic Transfer Switch Accessories 1. Programmable three phase sensing of the normal source set to pick up at 90% and dropout at 80% of rated voltage and over voltage to pick up at 120% and dropout at 110% of rated voltage. Programmable frequency pick up at 95% and dropout at 90% and over frequency to pick up at 110% and dropout at 105% of rated frequency. Programmable voltage differential between phases set at 20% and phase sequence monitoring. 2. Programmable three phases sensing of the emergency source set to pick up at 90% and dropout at 80% of rated voltage and over voltage to pick up at 120% and dropout at 110% of rated voltage programmable frequency pick up at 95% and dropout at 90% and over frequency to pick up at 110% and dropout at 105% of rated frequency. Programmable voltage differential between phases set at 20% and phase sequence monitoring. 3. Time delay for override of momentary normal source power outage (delays engine start signal and transfer switch operation). Programmable 0-6 seconds. Factory set at 3 seconds, if not otherwise specified. 4. Time delay to control contact transition time on transfer to either source. Programmable 0-60 seconds, factory set at 3 seconds. 5. Time delay on retransfer to normal, programmable 0-60 minutes, factory set at 300 seconds if not otherwise specified, with overrun to provide programmable 0-60 minutes time delay, factory set at 300 seconds, unloaded engine operation after retransfer to normal. 6. Time delay on transfer to emergency, programmable 0-60 seconds, factory set at 3 seconds. 7. A maintained type load test switch shall be included to simulate a normal power failure, keypad initiated. 8. A remote type load test switch shall be included to simulate a normal power failure, remote switch initiated. 9. A tie delay bypass on retransfer to normal shall be included. Keypad initiated. 10. Contact, rated 10 Amps, 30VDC, to close on failure of normal source for customer functions. 11. Contact, rated 10 Amps, 30VDC, to open on failure of normal source for customer functions. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 13 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc M. N. 12. Light emitting diodes shall be mounted on the microprocessor panel to indicate: switch is in normal position, switch is in emergency position and controller is running. 13. A plant exerciser shall be provided with (10) 7-day events, programmable in one minute increments, to automatically exercise generating plant. These events shall be programmable for any day of the week or month. The exerciser shall also be provided with (24) calendar events which shall be programmable for any month or day. Also include selection of either “no load” (switch will not transfer) or “load” (switch will transfer) exercise period. Keypad initiated. 14. Provision to select either “no commit” or “commit” to transfer operation in the event of a normal power failure shall be included. In the “no commit position”, the load will transfer to the emergency position unless normal power returns before the emergency source has reached 90% of its rated values (switch will remain in normal). In the “commit position”, the load will transfer to the emergency position after any normal power failure. Keypad initiated. 15. Two auxiliary contacts rated 10 Amp, 250VAC, shall be mounted on the main shaft, one closed on normal, the other closed on emergency. Both contacts will be wired to a terminal strip for ease of customer connections. 16. A three-phase digital LCD voltage readout with 1% accuracy shall display all three separate phase to phase voltages simultaneously, for both the normal and emergency source. 17. A digital LCD frequency readout with 1% accuracy shall display frequency for both normal and emergency source. 18. An LCD readout shall display normal source and emergency source availability. 19. Elevator Control Transfer: A load control circuit consisting of two (2) sets of single pole, double throw contacts that operate 3 seconds before transfer in either direction. Contacts rated 6 ampere, 240VAC or 10 ampere, 32VDC, for signal to elevators of generator power available. The contractor shall provide 2 #14 AWG in conduit and interlock wiring to elevator control panel(s) from each switch controlling elevator power. The following accessories shall be available by simple activation via the keypad, if required. 1. Include (2) time delay contacts that open simultaneously just (milliseconds) prior to transfer in either direction. These contacts close after a time delay upon transfer. Programmable 0-5 minutes after transfer. 2. A block transfer load shed circuit shall be included, energized from a 24VDC signal from the generator control switchgear, to allow the transfer switch to shed to an overload condition on the emergency generator. Controls to monitor overload shall be monitored by the generator control manufacturer. This accessory will only be activated where required and as shown on the drawings. The control of the transfer switches shall be electrically interlocked with the generator starting control panel so that after a predetermined time delay, failure of the normal source at the transfer switches will start the generator. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 14 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc O. Upon request, the manufacturer shall provide a notarized letter to the Architect certifying compliance with all the requirements of this Specification. The certification shall identify, by serial number(s), the equipment involved. No exceptions to the Specifications, other than those stipulated at the time of submittal, shall be included in the certification. PART 3 - EXECUTION 3.1 INSTALLATION A. 3.2 CAPACITY AND GUARANTEE A. 3.3 Provide all material for Automatic Transfer Switches in accordance with applicable codes and standard industry practices, and the Automatic Transfer Switch manufacturer's recommended procedures. The Owner and the Engineer will arrange for an on-site performance test of the Automatic Transfer Switches, to be conducted in the presence of the OEM and Engineer, under the supervision of a qualified disinterested third party. Consult Supplemental Conditions Performance Testing paragraph, for guidelines and Automatic Transfer Switch Supplier capability penalties. WARRANTY A. Upon completion, the Automatic Transfer Switch Supplier shall issue a written warranty, duly authorized, covering the following: 1. 3.4 AUTOMATIC TRANSFER SWITCHES SERVICE CONTRACT A. 3.5 The Automatic Transfer Switches shall carry the supplier's warranty against defects in material, workmanship and operating deficiencies for a period of one (1) year from the date the Automatic Transfer Switches is accepted by the Owner. The Automatic Transfer Switch Supplier shall furnish "gratis" to the Owner a one (1) year Contract, effective from date of installation of maintenance and inspection service of the manufacturer's equipment with a minimum of two (2) inspections during the Contract year. OPERATING INSTRUCTIONS AND MAINTENANCE MANUALS A. Instruct to the Owner's satisfaction such persons as the Owner designated in the proper operation and maintenance of the systems and their parts. B. Furnish in accordance with the GENERAL REQUIREMENTS, operating and maintenance manuals and forward same to the Engineer for transmittal to the Owner. C. Operating instructions shall be specific for each system and shall include copies of posted specific instructions. D. For maintenance purposes, provide shop drawings, parts lists, Specifications and manufacturer's maintenance bulletins for each piece of equipment. E. Provide name, address and telephone number of the manufacturer's representative and service company for each piece of equipment so that service or spare parts can be readily obtained. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 15 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc F. 3.6 In addition to other operating instructions and maintenance manuals which may be required by the Engineer, the Automatic Transfer Switch Manufacturer shall furnish six (6) bound and indexed copies of an approved operations and maintenance manual for each of the following: 1. Automatic Transfer Switches, Control System and Accessories: Note: The manufacturer shall certify in writing that all components and accessories are rated as specified. 2. Provide documentation for settings as installed. Note: Certification of setting accuracy and verification of total system shall be submitted with the maintenance manuals. G. The manuals shall provide complete instructions on the proper operation and use, lubrication and periodic maintenance, troubleshooting, together with the source of replacement parts and service for the item of equipment or the system covered. H. On completion of the work under this Contract, arrange for a qualified technical representative or representatives of the manufacturer or manufacturers of the equipment or system involved to instruct Owner's operating personnel in the proper operation and maintenance of all equipment and systems. MANUFACTURER'S TECHNICAL REPRESENTATIVE A. Arrange for the manufacturer to have a qualified technical representative present at the time of installation and start up of their equipment to supervise installation, adjustments and final tests in accordance with their recommendations. END OF SECTION UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 16 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc UMass O’Leary Library 61 Wilder Street Lowell, MA STANDBY GENERATOR PREPURCHASE 260214 Prepared for: University of Massachusetts Lowell One University Avenue Lowell, MA 01845 Prepared by: WSP FLACK + KURTZ 88 Black Flacon Ave, Suite 210 Boston, MA 02210 Phone: (617) 210-1600 Fax: (617) 210-1800 Project No. 211073.00 January 18, 2013 Table of Contents SECTION PAGE ARTICLE 260214 - STANDBY GENERATOR .............................................................................................. 2 PART 1 - GENERAL ..................................................................................................................................... 2 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 1.12 1.13 REFERENCES ................................................................................................................................... 2 DEFINITIONS ..................................................................................................................................... 2 SCOPE ............................................................................................................................................... 2 CONTRACT DOCUMENTS ............................................................................................................... 3 PERMITS, FEES, RULES AND REGULATIONS............................................................................... 3 DISCREPANCIES IN DOCUMENTS ................................................................................................. 3 GUARANTEE AND 4 HOUR SERVICE ............................................................................................. 4 BULLETINS, MANUALS, AND OPERATING INSTRUCTIONS, AND PROTECTION ...................... 4 SUBMITTALS ..................................................................................................................................... 5 QUALITY ASSURANCE .................................................................................................................... 7 DELIVERY, STORAGE, AND HANDLING ........................................................................................ 7 CONSTRUCTION PLANNING MEETING AND SCHEDULE ............................................................ 8 PACKING AND SHIPPING ................................................................................................................ 8 PART 2 - PRODUCTS .................................................................................................................................. 8 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 GENERAL .......................................................................................................................................... 8 DESCRIPTION OF WORK ................................................................................................................ 9 APPROVED MANUFACTURERS .................................................................................................... 10 SUBMITTALS ................................................................................................................................... 10 PRODUCTION TESTS..................................................................................................................... 10 PROTOTYPE TESTS....................................................................................................................... 11 WARRANTY I SERVICE .................................................................................................................. 11 SYSTEM PERFORMANCE .............................................................................................................. 12 EMERGENCY GENERATOR - DIESEL .......................................................................................... 12 PART 3 - EXECUTION ............................................................................................................................... 20 3.1 3.2 3.3 3.4 3.5 3.6 3.7 INSTALLATION ................................................................................................................................ 20 CAPACITY AND GUARANTEE ....................................................................................................... 20 WARRANTY ..................................................................................................................................... 20 GENERATOR SERVICE CONTRACT ............................................................................................. 20 OPERATING INSTRUCTIONS AND MAINTENANCE MANUALS .................................................. 21 MANUFACTURER'S TECHNICAL REPRESENTATIVE ................................................................. 21 INSTALLATION I ON SITE TESTING .............................................................................................. 21 UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - i January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc ARTICLE 260214 - STANDBY GENERATOR PART 1 - GENERAL 1.1 REFERENCES A. 1.2 1.3 Conditions of the Contract and General Requirements, apply to work of this Section. Where Paragraphs of this Section conflict with similar requirements of the Contract and General Requirements, the Contract and General Requirements shall prevail. DEFINITIONS A. "Furnish" means "to purchase and deliver to the project site complete with every necessary appurtenance and support." B. Work means obligations undertaken by Generator Supplier under this Contract. Work includes, unless specifically excepted, providing materials, fabrication, testing, equipment, supplies, tools, storage, transportation to Owner's selected site, superintendence, startup, commissioning, applicable services, facilities, and expenses necessary for full performance and completion of the requirement of Contract Documents. SCOPE A. Perform work and provide material and equipment and services as specified or indicated in this Section of the Specifications. B. Sketches and Specifications form complimentary requirements; provide work specified and not shown, and work shown and not specified as though explicitly required by both. Provide supplementary or miscellaneous items, appurtenances, devices or materials included to or necessary for sound, secure and complete systems as described below. C. Work shall include, but shall not be limited to, the following: 1. Furnish factory assembled packaged generator set. 2. Provide all product engineering and coordination information required for review by the Engineer. 3. Technical service and supervision during installation, including parts, labor and expense of factory engineers, technicians and certified mechanics for equipment startup adjustments, field testing, and operating instructions after installation is complete. 4. Delivery of Generator equipment and components FOB to site (Lowell, MA). Generator Supplier's Representative shall be at site full time to check condition of equipment prior to unloading. 5. Provide six (6) original sets of complete bulletins, Owner’s manuals and instructions, warranties and spare parts list. 6. Rigging of Generator equipment and components shall be by the Construction Manager. 7. Submit certified factory tests for all Generator components including circuit breaker, and protective relays. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 2 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 1.4 1.5 1.6 CONTRACT DOCUMENTS A. Except where modified by a specific notation to the contrary, it shall be understood that the indication and/or description of any item, in the specifications, carries with it the instruction to furnish the items factory installed or have installed on-site by an approved service contractor or factory representative, regardless of whether or not this instruction is explicitly stated as part of the indication or description. B. Items referred to in singular number in Contract Documents shall be provided in quantities necessary to complete work. PERMITS, FEES, RULES AND REGULATIONS A. Give the proper Authorities all requisite notices or information relating to the work under this Section. Obtain and pay for all fees, licenses, permits and certificates. Comply with the rules and regulations of all Local, State and Federal Authorities having jurisdiction, Building Codes, the rules and regulations of the National Board of Fire Underwriters and the Public Utility Companies serving the building. B. Perform work in accordance with Nationally Recognized Testing Laboratory (NRTL) listing or labeling requirements, OSHA regulations, NFPA Standards, Electrical Code, and The Americans with Disabilities Act Accessibility Guidelines (ADAAG). The Drawings and Specifications do not attempt to indicate all work required by codes, regulations and authorities. C. Nothing in these Contract Documents shall be construed to permit work not conforming to applicable codes and regulations. When conflicts occur the more restrictive requirements shall govern. D. Toxicity: Comply with applicable codes and regulations regarding toxicity of combustion products of materials used, toxic, or hazardous materials used or disposed of. E. Legally dispose of all material. Adhere to all regulations regarding disposal of hazardous material. Recycle hazardous material where recycling is possible. Submit certificates of legal recycling or disposal to the Engineer. Include copy in the Operating and Maintenance Manual. DISCREPANCIES IN DOCUMENTS A. Where Specifications conflict or are unclear, advise the Engineer, in writing, before Award of Contract. Otherwise, the Engineer's interpretation of Contract Documents shall be final, and no additional compensation shall be permitted due to discrepancies or unclarities thus resolved. B. It is the intent of these contract documents to have the Generator Supplier provide systems and components that are fully complete and operational and fully suitable for the intended use. There may be situations in the documents where insufficient information exists to precisely describe a certain component or subsystem, or the routing of a component. In cases such as this, where the Generator Supplier has failed to notify the Engineer of the situation in accordance with Paragraph (A) above, the Generator Supplier shall provide the specific component or subsystem with all parts necessary for the intended use, fully complete and operational. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 3 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 1.7 1.8 GUARANTEE AND 4 HOUR SERVICE A. Guarantee Work of this Section in writing for one year following the date of successful acceptance testing as determined, in writing, by the Engineer. The guarantee shall repair or replace defective materials, equipment and workmanship that develop within this period, promptly and to the Engineer's satisfaction and correct damage caused in making necessary repairs and replacements under guarantee within Contract Price. B. Replace material and equipment that require excessive service during guarantee period as defined and as directed by the Engineer. C. Provide 4 hour on site service beginning on the date the project is first tested under start-up, whether or not fully accepted, and lasting until the termination of the guarantee period. Service means providing, at no cost, to the Owner replacement for defective part and labor to install such part. Service shall be at no cost to the Owner. Service can be provided by the Equipment Supplier or a separate service organization. Choice of service organization shall be subject to the Owner’s approval. The intent is for all parts found defective and needing replacement to be replaced by an authorized representative of the manufacturer. Submit at the time of bid the name and a phone number that will be answered on a 4 hour basis each day of the week, for the duration of the service. Response time shall be guaranteed less than two hours. D. Submit copies of equipment and material warranties before final payment. E. At end of guarantee period, transfer manufacturer’s equipment and material warranties still in force to Owner. F. This Paragraph shall not be interpreted to limit Owner's rights under applicable codes and laws and under this Contract. BULLETINS, MANUALS, AND OPERATING INSTRUCTIONS, AND PROTECTION A. B. Obtain, before shipment of equipment, four copies of operation, lubrication and maintenance manuals for all items. Assemble literature in coordinated manuals with additional information describing combined operation of field assembled units, including as-built wiring diagrams. Manual shall contain names and addresses of manufacturers and local representatives who stock or furnish repair parts for items or equipment. Divide manuals as follows: 1. Directions for and sequence of operation of each item of equipment or system. Sequence shall list values, switches, and other devices used to start, stop and control system. Detail procedure to be followed in case of malfunctions. Include detailed diagrams, etc. as appropriate for systems provided. 2. Detailed maintenance and trouble shooting manuals containing data furnished by manufacturer for complete maintenance. Furnish six copies of manuals to the Engineer for approval and distribution to Owner. Deliver manuals no less than 15 days prior to delivery of equipment to permit Owner's personnel to become familiar with equipment and operation prior to delivery. Refer to Contract Closeout Section. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 4 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 1.9 C. Operating instructions: Upon completion of installation and during the startup and commissioning period, instruct Owner's operating personnel in any or all parts of various systems. Instructions shall be performed by factory-trained personnel. Owner shall determine which systems require additional instructions. Duration of instructions shall take equipment through complete cycle of operation (at least two eight hour working days). Make adjustments under actual or simulated operating conditions. D. Furnish final documentation, including as-built drawings in AutoCAD format including wiring diagrams, test certificates, inspection reports, and shop and field operating tests. E. In addition to the hard copy manuals, furnish two (2) electronic copies of manual to the Engineer for approval and distribution to the Owner. Electronic copies shall be furnished on CD-ROM disks. SUBMITTALS A. Definitions: 1. B. Shop Drawings are information prepared by the Supplier to illustrate portions of the work in more detail than indicated in the Contract Documents. Submittal Procedures and Format 1. Review submittal packages for compliance with Contract Documents and then submit to Owner or his Representative for review. Submit eight sets, after review, six sets of each shop drawing will be returned with reviewer's marks. Refer to Submittal Requirements. 2. Each Shop Drawing shall indicate in title block, and each Product Data package shall indicate on cover sheet, the following information: a. b. c. d. e. f. Title. Name and location of project. Names of Owner, Contractor, and subcontractor(s) (if known). Names of Substation Suppliers, Suppliers, Vendors, etc. Date of submittal. Whether original submittal or resubmitted. 3. Shop drawings showing layouts of systems shall contain sufficient plans, elevations, sections, details, and schematics to describe work clearly. 4. Shop drawings showing Supplier's product data shall contain detailed dimensional drawings, accurate and complete description of materials of construction, Generator Supplier's published performance characteristics and capacity ratings (performance data, alone, is not acceptable), electrical requirements and wiring diagrams, and performance for generator assembly. Drawings shall clearly indicate location (terminal block or wire number), voltage and function for all field terminations, and other information necessary to demonstrate compliance with all requirements of Contract Documents. Information shall be included covering the following: a. Shop Drawings 1) 2) Dimensions Parts and materials list UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 5 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 3) Equipment performance data a) b. Operating Instructions 1) 2) 3) 4) 5) 5. C. All catalog sheets and information including circuit breakers, protective relays, transformers, meters, batteries, etc. Installation instructions Operating instructions List of recommended spare parts Parts and materials list Recommended service intervals and tasks If any connection details are not submitted and connections are found to be either installed incorrectly in the field or require significant revisions to the original design configuration, the Generator Supplier shall be responsible for any additional costs incurred by the Construction Manager, with such cost deducted from the Generator Supplier’s compensation. Submittal Notations: Submittals will be returned from the Owner's representative marked as illustrated below: NO EXCEPTION TAKEN MAKE CORRECTIONS NOTED REJECTED DO NOT RESUBMIT SUBMIT SPECIFIED ITEM(S) RESUBMIT D. Schedule: Incorporate shop drawing review period into construction schedule so that Work is not delayed. The Generator Supplier shall assume full responsibility for delays caused by not incorporating the following shop drawing review time requirements into his project schedule: Allow at least 10 working days, exclusive of transmittal time, for review each time shop drawing is submitted or resubmitted. E. Responsibility: 1. Intent of Submittal review is to check for capacity, rating, and certain construction features. The Generator Supplier shall ensure that work meets requirements of Contract Documents regarding information that pertains to fabrication processes or means, methods, techniques, sequences and procedures of construction; and for coordination of work of this and other Sections. Work shall comply with submittals marked "NO EXCEPTION TAKEN" to extent that they agree with Contract Documents. Submittal review shall not diminish responsibility under this Contract for dimensional coordination, quantities, installation, wiring, supports and access for service, nor the shop drawing errors or deviations from requirements of Contract Documents. The Engineer's noting of some errors while overlooking others will not excuse the Supplier from proceeding in error. Contract Documents requirements are not limited, waived nor superseded in any way by review. 2. INFORM SUBCONTRACTORS, SUPPLIERS, ETC. OF SCOPE AND LIMITED NATURE OF REVIEW PROCESS AND ENFORCE COMPLIANCE WITH CONTRACT DOCUMENTS. F. Product data for each product and component specified. G. Shop drawings for each generator lineup. Include dimension plans, sections, and elevations Show minimum clearances, installed devices, major features, and materials lists. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 6 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 1.10 H. Wiring diagrams from manufacturer of equipment: single-line and elementary diagrams and schematic diagrams of equipment to be supplied, differentiating between manufacturerinstalled and field-installed wiring. I. Time-current characteristic curves for over current protective devices including all circuit breaker. J. Qualification data for field-testing organization certificates, signed by the Generator Supplier, certifying that the organization complies with the requirements specified in Quality Assurance below. Include a list of completed projects with project names, addresses, names of Engineers and Owners, plus other information specified. K. Report of field tests and observations certified by the testing organization. L. Maintenance data for materials and products, for inclusion in Operating and Maintenance Manual. QUALITY ASSURANCE A. 1.11 Listing and Labeling: Provide substation assemblies that are listed and labeled. 1. The terms “listed” and “labeled” shall be as defined in the National Electrical Code, Article 100. 2. Listing and Labeling Agency Qualifications: A “Nationally Recognized Testing Laboratory” (NRTL) B. Manufacturers Qualifications: Manufacturer shall be a member of NEMA, regularly engaged in manufacturing Generators complying with the requirements of these Specifications, and experienced with at least 5 projects of similar size and scope. C. Field-Testing Organization Qualifications: To qualify for acceptance, a testing organization must demonstrate, based on evaluation of organization-submitted criteria conforming to ASTM E 699, that it has the experience and capability to conduct satisfactorily the testing indicated. D. Electrical Component Standard: Components and installation shall comply with the latest edition of NFPA 70, “National Electrical Code.” E. Product Selection for Restricted Space: The Drawings indicate maximum dimensions for generator on equipment including clearances between generator and adjacent surfaces and items. Generator on assemblies having equal performance characteristics and complying with indicated maximum dimensions would be considered. F. American National Standards Institute ANSI - Latest Edition of Applicable Standards. G. National Electrical Manufacturer’s Association NEMA - Latest Edition of Applicable Standards. DELIVERY, STORAGE, AND HANDLING A. Deliver complete in single shipping unit. B. Handle generator in accordance with manufacturer’s instructions. Use factory-installed lifting provisions. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 7 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 1.12 1.13 CONSTRUCTION PLANNING MEETING AND SCHEDULE A. The successful bidder shall arrange a meeting to discuss in detail those items that pertain to installation that will affect construction, engineering, and Generator Supplier's planning, shipping sequence, shipping schedule and other coordination items. B. Coordinate components factory performance tests and field performance test with the Owner and Owner's Representative outlined in Part 2 Paragraphs of these specifications. C. Provide a minimum of two man days of operating instructions by factory engineer to Owner's personnel after Owner has received and reviewed manuals. D. Coordinate shipping schedule with the Owner and the Engineer for the project. Inform the Owner and the Engineer immediately of exact time of departure of equipment from plant and estimated time of arrival at the Rigger's designated receiving facility. PACKING AND SHIPPING A. Cover and crate to provide protection against the weather and possible damage in handling, transportation and storage. B. The units shall be rigged, lifted, jacked, moved, etc., in strict accordance with the recommendations of the Generator Supplier. PART 2 - PRODUCTS 2.1 GENERAL A. The Electrical Code referred to in these specifications is the Massachusetts Electrical Code. All work shall be provided in strict compliance with the Electrical Code and all regulations that may apply. B. Where standards exist, for a particular category, products used on this project shall be listed by an OSHA approved Nationally Recognized Testing Laboratory (NRTL), and be approved or listed for the intended service and application. C. These specifications do not undertake to repeat the requirements of codes, regulations or NRTL listing or labeling instructions. The Specifications or Drawings may require items or work beyond the requirements of applicable codes or regulations. The more strict, higher quality, greater quantity or higher cost shall be provided. It is incumbent on the material and equipment suppliers to meet these specifications, applicable codes, regulations, and NRTL listing agency restrictions. D. Manufacturers: 1. The word "Supplier" shall include the Manufacturer, the Manufacturer's Representative, the Distributor, the Fabricator, and the Supplier of the particular classification of equipment, system, product, and material. 2. Manufacturer shall refer to all Sections of the Specifications (Parts 1 - General, 2 Products and 3 - Execution) and Drawings for requirements. 3. Manufacturer shall be thoroughly familiar with all specified products relating to the Work and submit written objection prior to bid if he objects to the proposed use of any product. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 8 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc E. 4. During construction, Manufacturer shall visit the site periodically to observe the installation of supplied product. The Manufacturer shall advise the Installer and the Construction Manager immediately if supplied product is not being installed as recommended by the Manufacturer. 5. Upon completion of the Work, Manufacturer shall certify in writing that supplied product was installed according to the Manufacturer's recommendation and the installation is approved by the Manufacturer. Refer to Certifications. 6. Manufacturer, when accepting orders for material and equipment, agrees that submittal schedules and production schedules will be adjusted as required to accommodate material and equipment supplied for this project. Material and equipment will be manufactured and delivered to the site sufficiently ahead of schedule so as not to delay the completion of the Work. 7. The Contract Documents are based on the Manufacturer specified. 8. The manufacturer shall be responsible for the storage of equipment until the owner schedules date and time for delivery. All work, equipment, and systems shall be manufactured, provided, repaired, installed, and tested in accordance with the latest edition and all current amendments of the applicable publications and standards of the organizations listed below as of the date of the Contract Documents. When the Specification requirements exceed the requirements of these publications and standards the Specifications shall govern: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 2.2 State Building Code (SBC) Building Department Inspectional Services American Society for Testing and Materials (ASTM) Underwriter's Laboratories, Inc. (UL) Insulated Cable Engineers Association (ICEA) National Electrical Manufacturers Association (NEMA) Institute of Electrical and Electronics Engineers, Inc. (IEEE) American National Standards Institute, Inc. (ANSI) National Fire Protection Association (NFPA) Local Electric Code Department of Public Safety (DPS) Building Officials and Code Administrators International, Inc. (BOCA) Department of Labor USA. Safety and Health Regulations for Construction (OSHA) Energy Codes National Electrical Contractors Association (NECA) National Bureau of Standards (NBS) Utilities Serving Project. Local Fire Department. Americans with Disabilities Act Applications Guidelines Massachusetts Electrical Code Massachusetts Department of Environmental Protection DESCRIPTION OF WORK A. Provide all labor materials, and equipment to furnish, install, and place in operation the Emergency/Standby power generation system in accordance with the contract documents and manufacturer's drawings and installation instructions. All equipment shall be new, factory tested, and delivered ready for field installation. The selected bidder shall refer to Part 3 of Division 26 specification section 261000, 3.14 for installation requirements. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 9 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 2.3 B. The responsibility for performance to this specification shall not be divided among individual component manufacturers, but must be assumed solely by the primary manufacturer. This includes generating system design, manufacture, test, and having a local supplier responsible for service, parts, and warranty for the total system. C. Generator set mounted subassemblies such as cooling system, base, air intake system, exhaust outlet fittings, and generator set mounted controls and circuit breakers shall also be designed, built, and assembled as a complete unit by the engine/generator manufacturer. APPROVED MANUFACTURERS A. 2.4 SUBMITTALS A. 2.5 The engine and generator shall be manufactured by Kohler. Submittals for approval shall include but not be limited to: 1. Certification of Prototype Testing. 2. Component List - A breakdown of all components and options. 3. Technical Data - Manufacturer produced generator set specification or data sheet identifying make and model of engine and generator, and including relevant component design and performance data. 4. Auxiliary Equipment - Specification or data sheets, including circuit breakers, transfer switch, vibration isolators, and day tank. 5. Drawings - General dimensions drawings showing overall generator set measurements, mounting location, and interconnect points for load leads, fuel, exhaust, cooling and drain lines. 6. Wiring Diagrams - Wiring diagrams, schematics and control panel outline drawings published by the manufacturer for controls and circuit breakers showing interconnect points and logic diagrams for use by contractor and owner. 7. Warranty Statements - Warranty verification published by the manufacturer. PRODUCTION TESTS A. The system manufacturer shall perform production tests on the complete generator set supplied at the generator set manufacturers facility. A certified report of these tests shall be available when requested at the time of the generator set order. These tests and controls shall include but not be limited to: 1. Operation at rated kW 2. Operation at rated kVA 3. Transient and steady state governing 4. Transient and steady state voltage regulation 5. Operation of all alarm and shutdown devices UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 10 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 2.6 Single step load pickup of rated kW 7. Operation at 2250 rpm (125% overspeed) at room temperature B. Preshipment Testing: The final assembled generator/enclosure combination shall be fully power load and air flow tested. A certified test report stating the power load, water temperature and air flow levels must be sent to the Engineer prior to shipping the unit to the Owner's site. C. Upon request arrangements to witness production test will be made or a certified test record will be sent prior to shipment. PROTOTYPE TESTS A. 2.7 6. The system manufacturer must certify that engine, generator, controls, and circuit breaker have been tested as complete system of representative engineering models (not on equipment sold). Prototype testing shall include: 1. Fuel consumption at 1/4,1/2, 3/4, and full load 2. Exhaust emissions 3. Mechanical and exhaust noise 4. Governor speed regulation at 1/4, 1/2, 3/4, and full load; and during transients 5. Motor starting kVA 6. Generator temperature rise in accordance with NEMA MG 1-22.40 7. Voltage regulation at 1/4, 1/2, 314, and full load; and during transients 8. Harmonic analysis, voltage waveform deviation and telephone influence factor 9. Generator short circuit capability 10. Cooling system performance 11. Torsional analysis 12. Linear vibration analysis WARRANTY I SERVICE A. The manufacturer's and dealer's standard warranty shall in no event be for a period of less than two (2) years from date of initial start-up of the system and shall include repair parts, labor, reasonable travel expense necessary for repairs at the job site, and expendables (lubricating oil, filters, antifreeze, and other service items made unusable by the defect) used during the course of repair. Applicable deductible costs shall be specified in the manufacturer's warranty. Running hours shall not be a limiting factor for the system warranty by either the manufacturer or servicing dealer. Submittals received without written warranties as specified will be rejected in their entirety. B. The generator set supplier shall have factory trained service representatives and tooling necessary to install, test, maintain, and repair all provided equipment and shall be located within 30 miles of the customer’s site. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 11 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc C. 2.8 SYSTEM PERFORMANCE A. 2.9 The generator set supplier shall have sufficient parts inventory to maintain over the counter availability of at least 90% of any required parts and shall guarantee 100% parts availability within 48 hours from the time an order is entered with the dealer. The power generating system shall conform to the following performance criteria at the site conditions: 1. Rating - Engine brake horsepower shall be sufficient to deliver full rated generator set kW/kVA when operated at rated rpm and equipped with all engine-mounted parasitic and external loads such as radiator fans and power generators. 2. Start Time and Load Acceptance - Engines shall start, achieve rated voltage and frequency, and be capable of accepting load within 10 seconds when properly equipped and maintained. 3. With the power generating system at normal operating temperature, it shall accept a 100% block load, less applicable derating factors, in accordance with NFPA 110. 4. Frequency regulation shall be Isochronous, regulated to within +/- 0.25 % from no load to full load. 5. Voltage regulation shall be +/- 0.5% for any steady state load between no load and full load. EMERGENCY GENERATOR - DIESEL A. Each UL 2200 listed and labeled generating set shall be manufactured by Kohler. The supplier of the equipment shall provide, with no additional charge, the information or supervision required for the proper installation of the equipment and training of operating personnel. The equipment furnished under this Specification shall be new, unused, of the latest design, and covered by a full and complete two (2) year warranty. In no case shall the warranty be less than two (2) years from date of field test and approval of all test reports. Provide standby electric generating systems rated for continuous standby service 200 kW, 250 kVA at 0.8 power factor. Voltage shall be 277/480 V, 3 phase, 4 wire at 60Hz B. Generator supplier shall assist owner/operator for filing and permitting of generator set. C. System provided shall be manufacturer’s low emissions engine that complies with Federal and State Regulations. Generator set shall be certified and in compliance with Commonwealth of Massachusetts Emissions Regulations. D. The engine and generator shall be the product of an ISO 9001 certified manufacturer. The design is based on a Kohler Tier 3 engine/generator set. Any changes to the design based on other manufactures will be the responsibility of the installing contractor at no additional cost to the Owner. The naming of a specific manufacturer does not waive any requirements or performance of individual components described in this specification. E. Substitutions to this specification shall include complete submittal data clearly identifying all deviations or exceptions and shall be submitted for approval a minimum of ten (10) days prior to the bid date. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 12 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc F. The Generator Manufacturer shall have and ISO 9001:2008 Certified Quality Program in order to be considered as an acceptable supplier. Details of the Quality Certification shall be included with the Approval Submittal Documentation. Generator shall be Tier 3 EPA certified and in compliance with Massachusetts Emission regulations. G. System shall be a package of new and current equipment consisting of: 1. 2. 3. 4. 5. 6. 7. A diesel engine driven electric plant to provide emergency electric power. Engine-mounted start-stop control system. Automatic load transfer controls to provide automatic starting and stopping of the unit and switching of the loads. Mounted accessories as specified and required. Remote annunciator panel Sound attenuated weatherproof housing with integral skid mount fuel base tank for 400 gallons or 24-hour run time. Engine-mounted breakers – (2) 250AF/125AT, (1) 200AF/150AT-amp. H. This system shall be built, tested, and shipped by the manufacturer of the alternator so there is one source of supply and responsibility. The performance of the electric plant shall be certified by an independent testing laboratory as to the plant's full power rating, stability, and voltage and frequency regulation. Submit certificate of compliance with shop drawings. Furnish detailed summary of testing of unit of this rating in accordance with NFPA-110T. To insure system compatibility and one source of supply and responsibility. Provide automatic transfer switches. I. The manufacturer of this equipment shall maintain a full-time "in-house" parts and service organization within 75 miles of the job site. The manufacturer of this set shall have a minimum of five (5) years of experience in building similar units. Equipment offered by those who do not have an "in-house" parts and service organization and who depend on others to provide services will not be considered. This supplier shall have his name, address, and telephone number clearly and visibly located on all equipment. Service shall be available on a 24-hour, 7-day week basis. J. Submittal set shall be the following information: 1. Unit drawings of all major components showing exact dimensional data. 2. Catalog information on the engine, generator, battery charger, vibration isolators, exhaust silencer, flexible exhaust connector, and automatic transfer switch. 3. A complete bill of material indicating exactly what is to be provided. 4. A list of at least two similar installations using the same major components as specified herein. 5. Estimated time, in calendar days, for delivery after approval and release is received. 6. Furnish engine heat rejection data to jacket water, exhaust, and ambient and total DB measurement of engine, generator, and radiator measured at 23’ (7m). 7. Complete engineering submittal, catalog cuts, wiring diagrams, interface drawings, unit drawings, AC & DC schematics, termination chamber drawings, terminal strip drawings, foundation plans, annunciator panel layout and wiring, etc., must accompany all shop drawings. 8. Furnish engine emissions data as required by permitting authority. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 13 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc K. L. The operation of this unit shall be automatic. Upon the closing of a remote starting contact, the engine shall start and attain rated voltage and frequency within ten (10) seconds. 1. All necessary accessories shall be provided to assure starting within the time described above under the ambient conditions described herein. 2. Governor regulation, no load to full load, shall not exceed 1%. Steady state regulation shall not exceed plus or minus 0%. Governor shall be electronic isochronous type. The diesel engine shall be water-cooled, 6 cylinder, 4 cycle, industrial type with removable cylinder liners, a minimum displacement of 496 cubic inches and a rated output of at least 259 HP at 1800 rpm. The rating shall be for conditions of 29.92" (759,97mm) barometric pressure and 100F air temperature. No two-cycle engines will be considered. 1. Lubrication shall be a full pressure system, using an engine-driven gear-type lube oil pump with replaceable element full flow lube oil filter. Lube oil cooler shall be provided. 2. The engine mounted fuel system shall include all equipment normally supplied and recommended by the generator set manufacturer for emergency generator service. The engine-mounted fuel system equipment shall include the following: a. b. c. d. e. M. Fuel injection system. Fuel transfer pump. Duplex fuel filters (replaceable type). Hand priming pump. Flexible fuel connections. In addition to the engine-mounted fuel system, provide a base tank system. 1. The integral base day tank system shall be supplied by the engine generator set supplier and shall include the following: a. b. c. d. e. f. 24-hour gallon tank, pressure tested, double walled, and U/L Listed. Rupture basin alarm contact and high fuel level alarm contact. Low-level alarm contact. Float Switch. Fuel gauge, dial type. Connections for: 1) 2) 3) 4) 5) 6) Engine supply. Engine return. Vent with vent whistle. Bottom drain. Fuel gauge. Manual fill cap, lockable. g. The fuel tank system shall be of the packaged type as manufactured by the generator set supplier and be a standard product of the supplier. Tank system shall comply with Underwriters Laboratory, and be installed and vented in accordance with UL-142. h. Provide normally closed 1" (25”) fuel solenoid shut off valve for positive control of fuel supply. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 14 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc i. Provide shut-off solenoid valve break glass station to comply with Lowell Fire Department requirements. N. Governor: The engine shall be equipped with an electronic isochronous governor capable of maintaining the engine speed from no load to full load within plus or minus .25% of the synchronous speed. O. The engine shall be a 24VDC starting system with starting motor and starter solenoid switch. 1. Batteries: One set of starting batteries with cables, steel battery rack, and heater shall be included for each starter. Batteries shall be sized for operation at -20F. 2. Batteries shall be heavy-duty lead acid type and rated not less than 225 Ampere hours each. 3. Batteries shall be capable of cranking generator a total of 2 minutes with 10 seconds on, one minute of cycles for a total of 12 cycles. 4. A float type battery charger shall maintain the starting batteries at full charge. The charger shall be suitable for wall mounting (or may be mounted in the generator control panel) and shall have the following features: a. b. c. d. e. f. g. 5. 24vdc output 1% steady-state voltage regulation from no load to full load over 10% AC input line voltage variation. LED lamps for charge state indication. Temperature compensated for ambient temperatures -40C to 70C. Potting for durability. Short-circuit and reverse polarity protection. UL1236 listed. There shall be a belt-driven battery charging alternator with regulator and charge rate ammeter for charging the batteries while the engine is running. P. Engine jacket water heater and thermostat shall be provided to maintain the engine jacket water at a temperature high enough to assure starting the engine and attaining rated voltage and frequency within 10 seconds. Ambient temperature of generator installation is 0F (outdoor) or 55F (indoor). The jacket heater shall be of the capacity recommended by the generator manufacturer to meet above conditions. Battery heater shall be thermostat controlled and shall keep battery at proper temperature. Q. Engine shall be provided with 110F ambient unit mounted radiator. Radiator shall have sufficient capacity to dissipate not less than total BTUs per hour rejected at 100% full load under the condition specified. Filler cap shall be designed for pressure relief. 1. R. Cooling system shall be provided with initial charge of permanent type anti-freeze solution containing rust inhibitor. The engine shall be equipped with safety shutdown and or prealarm contacts for: 1. 2. 3. 4. 5. Low lube oil pressure: prewarn and shutdown. High jacket water temperature: prewarn and shutdown. Over speed. Over crank. Low water level: prewarn. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 15 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 6. 7. 8. 9. 10. S. The following engine instruments shall be included in the generator control panel: 1. 2. 3. 4. 5. T. U. V. Low water temperature: prewarn. Low DC voltage. Low fuel. Fuel tank rupture. Ground fault. Lube oil pressure. Water temperature. DC voltmeter. Tachometer. Other instruments considered necessary by the Manufacturer. An exhaust silencer suitable for critical type silencing and complete with condensate drains shall be supplied of the size recommended by the generator set manufacturer, but in no case less than 14” (356mm). Silencer shall be equal to Maxim Model M51. An octane hand center frequency (in Hz) data sheet shall accompany all muffler shop drawings. Silencer shall include side inlet and companion flanges, mats, boxes, and gaskets. 1. A section of seamless, flexible stainless steel exhaust piping of the size and type recommended by the generator set manufacturer shall be provided to connect muffler to engine. Coordinate with mechanical contractor to provide flue assembly as required. 2. Silencer shall be located inside the generator housing 3. Exhaust flue shall rise 10 feet above the O’Leary building roof. Provide all required bracing, guy wires and supports required by the generator manufacturer. The engine and generator shall be close-coupled and mounted on a structural steel base designed to maintain proper alignment of the unit. 1. The unit shall be certified by the manufacturer to be free from any critical torsional vibrations within a range of plus or minus 10% of synchronous speed. 2. Vibration isolators shall be internal to the generator set – seismic. Generator shall be provided close coupled to engine and shall be built to the following standards: 1. Type shall be revolving field, 4 pole, single-bearing, drip-proof, permanent magnet type, with matching pitch characteristics for parallel operation. 2. Exciter shall be brushless, direct connected, fully tropicalized, SCR rectifiers, static voltage regulator, rheostat, with excellent motor starting capability. 3. Voltage regulation shall be +1% of any preset valve over the three-phase load range. Instantaneous voltage dip or rise when measured with an oscilloscope, shall not exceed 20% upon full load application or rejection, and will return to preset valve within 0.5 seconds. Voltage regulator shall be three phase sensing, provide V/Hz regulation, provide over voltage and under voltage protection, and shall include a solid-state circuit to remove excitation when generator is overloaded for more than 10 seconds. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 16 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc W. 4. Waveform shall be a deviation factor with an output voltage not exceeding 5% and the valve of any individual harmonic shall not exceed 2% of the fundamental harmonic when operating with an unbalanced load. 5. Temperature rise shall be temperature rise of any component will not exceed the rise permitted by NEMA and UL 2200 standards. 6. Rotor shall be one piece laminations welded and secured to shaft by a key and press fit. Amortisseur windings shall be installed and connected between poles as an aid to parallel operation and improve waveform during unbalanced loads. Field coil machine would on insulated pole body and securely braced. Rotor shall be statically and dynamically balanced. 7. Stator shall be one piece laminations welded together. Stator coils shall be form wound and placed in insulated slots. Stator shall be pressed and welded in a rigid steel frame. 8. Bearings shall be double sealed ball bearings, lubricated for life. 9. Insulation shall be NEMA Class H insulation. 10. Varnish shall be three coats modified polyester type and shall not support fungus growth. 11. Cooling shall be cast aluminum fan mounted on generator shaft. 12. Radio suppression shall be radiated or conducted radio interference shall not affect normal commercial apparatus. 13. Generator shall be built to handle a minimum of 100% harmonic loading from UPS, electronic ballasts, and variable frequency/soft start drives. The engine generator set shall include an oversized terminal box and combination engine generator control panel which shall be shock mounted at the generator end of the unit. Control panel meters shall have ½% accuracy, .3 Hz accuracy, shall read true RMS, be solid state with digital readout, and have diagnostic capability. This unit mounted panel shall include (but not be limited to) the following: 1. 2. 3. 4. 5. 6. 7. 8. Step Oil Protection. Voltage adjusting rheostat, +10%. Start-Stop. Electronic metering and current transformers with steppable outputs for frequency, volts, amperes, kW, and kVA. Running elapsed time meter. Automatic start/stop control. Over crank protection (manual reset). Safety shutdowns with indicating light and lamp test switch for: a. b. c. d. e. f. g. h. Low water temperature: Low oil pressure: High water temperature: Over speed: Over crank: Low water level. Low DC voltage. Low Fuel. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 17 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc i. X. 9. Selector Switch "Off, auto, manual" with red pilot light to flash when selector switch is in "off" position. 10. Provide (2) 250AF/125AT-breakers and (1) 200AF/150AT breaker generator mount, 100% rated electronic, type, molded case circuit breakers. Provide shunt trip accessory. All breakers 250A frame size and over shall have interchangeable rating plugs. Provide barrier between life safety and standby breakers. 11. Panel lights and duplex receptacles of GFI 120V AC type. 12. The control shall be designed to start the engine upon a closure of a remote contact and to shut down the engine when the remote contact is reopened. 13. The control must be manual reset following any fault condition. 14. Control power shall be from the engine start battery. 15. A communication adapter shall be provided to allow an RS232 device between generator remote PC, BMS, or other RS232 device. Device shall allow remote start, stop, operational parameters, and diagnostic codes to be accessed by a Windows based software package. The engine generator shall be supplied with a flush mount remote annunciator panel located in emergency electric room, with face plate, mounted to annunciation terminal strip to give remote indication of the following: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Y. Fuel Tank Rupture. Generator power. Battery charger malfunction Annunciator "off". High jacket water temperature Low water temperature Low oil pressure Low fuel Over speed Over crank Fuel tank rupture Low water level. Lamp test switch. Emergency Generator Weatherproof Sound Attenuated Housing 1. The engine generating set shall be factory installed in a weatherproof outdoor sound attenuated housing. The housing shall provide year-round generating set protection against adverse weather and environmental conditions. 2. The weatherproof housing shall be constructed of welded and bolted reinforced sheet steel, 14 gauge with a polyester powder baked paint finish, 3 microns thick, white. All metal parts shall be prime coated and finish painted. 3. The shelter assembly shall have fixed louvered air openings on front and sides with mesh screens covering side grating. . UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 18 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 4. Hinged double doors on each side and one (1) door in rear of the shelter shall allow easy access to engine generator and controls. All door handles shall be key lock design. Rust free stainless steel hinges and locks and zinc plated hardware. 5. 24 hour double walled fuel tank base, U/L listed, with low fuel and rupture alarm contacts. 6. Lube oil, coolant, and fumes disposal lines terminated on the base frame. 7. Exhaust silencing system housed within the enclosure for operator safety and maximum product life with a vertical air discharge. 8. Noise level shall not exceed 72 dBA at 23 feet with the unit operating at 100% of rating. 9. Provide field coordination as required. Manufacturer shall coordinate flue exhaust assembly and supports with structural and mechanical engineer to route exhaust piping to 10 feet above O’Leary building roof line. Z. After installation provide initial fill of all liquids as recommended by the manufacture. Electrical Contractor shall provide initial fill of diesel fuel oil tank (quantity equal to base tank nominal capacity). AA. Preliminary start-up and operating tests of the generator system with a load bank shall be conducted for a three-hour duration to assure that the system is complete and in proper working order, that all adjustments have been made, and that all deficiencies have been corrected. Engine alarm and shutdown features shall be function tested, including low oil pressure, high water temperature, over speed, and low water level. BB. Final tests, to be witnessed by the Architect and Engineer, shall be scheduled only after preliminary tests have been successfully completed. Testing shall be in accordance with NFPA 110. Readings shall be taken in fifteen (15) minute intervals and results issued to Engineer as follows: 1. 2. 3. 4. 5. 6. 7. 8. 9. CC. Ambient temperature. Engine jacket water temperature. Generator temperature. Oil pressure. Battery charger rate. AC volts (all legs). AC amps (all legs). Engine air exhaust temperature. Decibel readings with sound meter at 50’ (15.24m) in all directions. Test loading shall be: 1. 2. 3. 4. 25% rated for 30 minutes. 50% rated for 30 minutes. 75% rated for 1 hour. 100% rated for 2 hours. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 19 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc DD. Tests shall be made with the door to the enclosure or room in which the generator is located in the closed position. Generator start will be verified by simulated power failure by turning off main or generator ATS breaker. The test shall be made by use of a load bank sized at the full kilowatt rating of the generator system. This load bank shall be furnished by the supplier of the engine generator unit and shall be connected to the generator terminals as one complete and full unit of kilowatt load. This load bank shall be applied to the generator terminals only after the generator has reached its full voltage output. As part of generator test, transfer all ATS to emergency position and check that all devices connected to the generator are in proper working order. The supplier of this equipment shall provide lube oil in the engine, if the engine generator unit should fail the initial test run, as determined by the Engineer, a second similar test run shall be performed after the proper corrective measures have been implemented. 1. The portable load bank shall be furnished for each additional test, should the initial test not be accepted. EE. Deliver test reports, maintenance manuals and warranties to the Engineer after the completion of a successful test. FF. Provide wiring from the alarm contacts to the fire alarm control panel for: 1. 2. 3. 4. Generator not in auto Generator carrying load fault (common alarm) Battery charger not functioning Common alarm PART 3 - EXECUTION 3.1 INSTALLATION A. 3.2 CAPACITY AND GUARANTEE A. 3.3 Provide all material for generator at designated area in accordance with applicable codes and standard industry practices, and the generator manufacturer's recommended procedures. The Owner and the Engineer will arrange for an on-site performance test of the generator, to be conducted in the presence of the OEM and Engineer, under the supervision of a qualified disinterested third party. This test is in addition to any testing required by this section. Consult Supplemental Conditions Performance Testing paragraph, for guidelines and Generator Supplier capability penalties. WARRANTY A. Upon completion, the Generator Supplier shall issue a written warranty, duly authorized, covering the following: 1. 3.4 The generator carry the supplier's warranty against defects in material, workmanship and operating deficiencies for a period of two (2) years from the date the generator is accepted by the Owner. GENERATOR SERVICE CONTRACT A. The Generator Supplier shall furnish "gratis" to the Owner a two (2) year Contract, effective from date of installation of maintenance and inspection service of the manufacturer's equipment with a minimum of four (4) inspections during the Contract. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 20 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc 3.5 3.6 OPERATING INSTRUCTIONS AND MAINTENANCE MANUALS A. Instruct to the Owner's satisfaction such persons as the Owner designated in the proper operation and maintenance of the systems and their parts. B. Furnish in accordance with the GENERAL REQUIREMENTS, operating and maintenance manuals and forward same to the Engineer for transmittal to the Owner. C. Operating instructions shall be specific for each system and shall include copies of posted specific instructions. D. For maintenance purposes, provide shop drawings, parts lists, Specifications and manufacturer's maintenance bulletins for each piece of equipment. E. Provide name, address and telephone number of the manufacturer's representative and service company for each piece of equipment so that service or spare parts can be readily obtained. F. On completion of the work under this Contract, arrange for a qualified technical representative or representatives of the manufacturer or manufacturers of the equipment or system involved to instruct Owner's operating personnel in the proper operation and maintenance of all equipment and systems. MANUFACTURER'S TECHNICAL REPRESENTATIVE A. 3.7 Arrange for the manufacturer to have a qualified technical representative present at the time of installation and start up of their equipment to supervise installation, adjustments and final tests in accordance with their recommendations: INSTALLATION I ON SITE TESTING A. The installation shall be performed in accordance with shop drawings, specifications, and the manufacturer's instructions; and shall comply with applicable state and local codes. B. The generator set shall be tested as defined below by the manufacturers authorized dealer to show it is free of any defects and will start automatically and carry full load. This testing is to be performed at the jobsite. Testing shall be completed in the presence of the owner’s engineer or his appointed representative. With the exception of fuel, all consumables necessary for testing shall be furnished by the bidder. Any defects which become evident during the test shall be corrected by the bidder at his own expense. C. Proper operation of the following shall be demonstrated: D. 1. All auxiliary equipment supplied to this specification. 2. Starting and charging system components. 3. All controls, engine shutdowns, and safety devices After installation provide initial fill of all liquids as recommended by Manufacturer. Provide initial fill of diesel fuel oil tank quantity equal to tank nominal capacity. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 21 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc E. Preliminary start-up and operating tests of the generator system with a load bank shall be conducted for three (3) hour duration to assure that the system is complete and in proper working order, that all adjustments have been made, and that all deficiencies have been corrected. Engine alarm and shutdown features shall be function tested, including low oil pressure, high water temperature, over speed and low water level. F. Final tests to be witnessed by the Engineer shall be scheduled only after preliminary tests have been successfully completed. Testing shall be in accordance with NFPA 110. Readings shall be taken in fifteen (15) minute intervals and results issued to Engineer as follows: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Ambient temperature Engine jacket water temperature Generator temperature Oil pressure Battery charger rate AC volts (all legs) AC amps (all legs) Engine air exhaust temperature Decibel readings with sound meter at 50 feet in all directions Test loading shall be: a. 25% rated for 30 minutes b. 50% rated for 30 minutes c. 75% rated for 1 hour d. 100% rated for 2 hours 11. Tests shall be made with the doors to the enclosure in which the generator is located maintained in the closed position. Generator start will be verified by simulated power failure by turning off main or generator ATS breaker. The test shall be made by use of a load bank sized at the full kilowatt rating of the generator system. This load bank shall be furnished by the supplier of the engine generator unit and shall be connected to the generator terminals as one complete and full unit of kilowatt load. This load bank shall be applied to the generator terminals only after the generator has reached its full voltage output. As part of generator test, transfer all ATS to emergency position and check all devices connected to the generator are in proper working order. 12. The supplier of this equipment shall provide lube oil in the engine, and also drain and refill the engine with new lube oil after all initial liquid engine fills and the engine generator unit should fail the initial test run, as determined by the Engineer, a second similar test run shall be performed after the proper corrective measures have been implemented. Replace engine lube oil again after the second test. If any additional tests are required to prove the performance of the engine-generator, lube oil shall be replaced after each such test run. 13. Test the completed generator system including all transfer switches with actual connected load banks for one hundred percent of total generator capacity. Load banks shall be sized for a minimum of one hundred percent of the system rating in kW. Simulate power failure and verify operation of all transfer switches and timing sequenced both on loading and unloading of the generator system. Record information as required in previous tests. The portable load bank shall be furnished at no cost for each additional test, should the initial test not be accepted. 14. UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 22 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc G. Deliver test reports, maintenance manuals and warranties to Owner and Engineer at completion of successful test. END OF SECTION UMass O’Leary Library STANDBY GENERATOR PREPURCHASE: 260214 - 23 January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260214 Standby Generator Prepurchase.doc ATTACHMENT A PRICING SHEET – Bid # CL13-HT-0029 UNIVERSITY OF MASSACHUSETTS LOWELL Pricing: Standby Generator $___________ Automatic Transfer Switches $___________ Shipping & Handling $___________ TOTAL PRICE $___________ *Total Price should include the Warranty as stated in the Bid and installation* The Bid includes Addenda numbered ________________ In addition to the bid amounts stated above, we agree to abide by all the terms and conditions set out in the Bid. _______________________________________ Vendor _______________________________________________ Address ________________________________________________ The awarding Contractor must agree to comply with all applicable Prevailing Wage Rates. By signing this form, the Contractor agrees to pay the applicable Prevailing Wage Rate. UMass O’Leary Library 61 Wilder Street Lowell, MA AUTOMATIC TRANSFER SWITCHES (ATS) PREPURCHASE 260212 Prepared for: University of Massachusetts Lowell One University Avenue Lowell, MA 01854 Prepared by: WSP FLACK + KURTZ 88 Black Street, Suite 210 Boston, MA 02210 Phone: (617) 210-1600 Fax: (617) 210-1800 Project No. 211073.00 January 18, 2013 Table of Contents SECTION PAGE ARTICLE 260212 - AUTOMATIC TRANSFER SWITCHES ......................................................................... 1 PART 1 - GENERAL ..................................................................................................................................... 1 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 1.12 1.13 REFERENCES ................................................................................................................................... 1 DEFINITIONS ..................................................................................................................................... 1 SCOPE ............................................................................................................................................... 1 CONTRACT DOCUMENTS ............................................................................................................... 2 PERMITS, FEES, RULES AND REGULATIONS............................................................................... 2 DISCREPANCIES IN DOCUMENTS ................................................................................................. 2 GUARANTEE AND 4 HOUR SERVICE ............................................................................................. 3 BULLETINS, MANUALS, AND OPERATING INSTRUCTIONS, AND PROTECTION ...................... 3 SUBMITTALS ..................................................................................................................................... 4 QUALITY ASSURANCE .................................................................................................................... 6 DELIVERY, STORAGE, AND HANDLING ........................................................................................ 7 CONSTRUCTION PLANNING MEETING AND SCHEDULE ............................................................ 7 PACKING AND SHIPPING ................................................................................................................ 7 PART 2 - PRODUCTS .................................................................................................................................. 7 2.1 2.2 2.3 2.4 GENERAL .......................................................................................................................................... 7 MANUFACTURERS ........................................................................................................................... 9 SYSTEM ............................................................................................................................................. 9 CONSTRUCTION .............................................................................................................................. 9 PART 3 - EXECUTION ............................................................................................................................... 15 3.1 3.2 3.3 3.4 3.5 3.6 INSTALLATION ................................................................................................................................ 15 CAPACITY AND GUARANTEE ....................................................................................................... 15 WARRANTY ..................................................................................................................................... 15 AUTOMATIC TRANSFER SWITCHES SERVICE CONTRACT...................................................... 15 OPERATING INSTRUCTIONS AND MAINTENANCE MANUALS .................................................. 15 MANUFACTURER'S TECHNICAL REPRESENTATIVE ................................................................. 16 UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - i January 18, 2013X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc ARTICLE 260212 - AUTOMATIC TRANSFER SWITCHES PART 1 - GENERAL 1.1 REFERENCES A. 1.2 1.3 Conditions of the Contract and General Requirements, apply to work of this Section. Where Paragraphs of this Section conflict with similar requirements of the Contract and General Requirements, the Contract and General Requirements shall prevail. DEFINITIONS A. "Furnish" means "to purchase and deliver to the project site complete with every necessary appurtenance and support." B. Work means obligations undertaken by Automatic Transfer Switch Supplier under this Contract. Work includes, unless specifically excepted, providing materials, fabrication, testing, equipment, supplies, tools, storage, transportation to Owner's selected site, superintendence, startup, commissioning, applicable services, facilities, and expenses necessary for full performance and completion of the requirement of Contract Documents. SCOPE A. Perform work and provide material and equipment and services as specified or indicated in this Section of the Specifications. B. Sketches and Specifications form complimentary requirements; provide work specified and not shown, and work shown and not specified as though explicitly required by both. Provide supplementary or miscellaneous items, appurtenances, devices or materials included to or necessary for sound, secure and complete systems as described below. C. Work shall include, but shall not be limited to, the following: 1. Furnish factory assembled Automatic Transfer Switches: 2. Provide all product engineering and coordination information required for review by the Engineer. 3. Technical service and supervision during installation, including parts, labor and expense of factory engineers, technicians and certified mechanics for equipment startup adjustments, field testing, and operating instructions after installation is complete. 4. Delivery of Automatic Transfer Switch equipment and components FOB to site (Lowell, MA). Automatic Transfer Switch Supplier's Representative shall be at site full time to check condition of equipment prior to unloading. 5. Provide six (6) original sets of complete bulletins, Owner's manuals and instructions, warranties and spare parts list. 6. Rigging of Automatic Transfer Switch equipment and components shall be by the Construction Manager. 7. Submit certified factory tests for all Automatic Transfer Switch components. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 1 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 1.4 1.5 1.6 CONTRACT DOCUMENTS A. Except where modified by a specific notation to the contrary, it shall be understood that the indication and/or description of any item, in the specifications, carries with it the instruction to furnish the items factory installed or have installed on-site by an approved service contractor or factory representative, regardless of whether or not this instruction is explicitly stated as part of the indication or description. B. Items referred to in singular number in Contract Documents shall be provided in quantities necessary to complete work. PERMITS, FEES, RULES AND REGULATIONS A. Give the proper Authorities all requisite notices or information relating to the work under this Section. Obtain and pay for all fees, licenses, permits and certificates. Comply with the rules and regulations of all Local, State and Federal Authorities having jurisdiction, Building Codes, the rules and regulations of the National Board of Fire Underwriters and the Public Utility Companies serving the building. B. Perform work in accordance with Nationally Recognized Testing Laboratory (NRTL) listing or labeling requirements, OSHA regulations, NFPA Standards, Electrical Code, and The Americans with Disabilities Act Accessibility Guidelines (ADAAG). The Drawings and Specifications do not attempt to indicate all work required by codes, regulations and authorities. C. Nothing in these Contract Documents shall be construed to permit work not conforming to applicable codes and regulations. When conflicts occur the more restrictive requirements shall govern. D. Toxicity: Comply with applicable codes and regulations regarding toxicity of combustion products of materials used, toxic, or hazardous materials used or disposed of. E. Legally dispose of all material. Adhere to all regulations regarding disposal of hazardous material. Recycle hazardous material where recycling is possible. Submit certificates of legal recycling or disposal to the Engineer. Include copy in the Operating and Maintenance Manual. DISCREPANCIES IN DOCUMENTS A. Where Specifications conflict or are unclear, advise the Engineer, in writing, before Award of Contract. Otherwise, the Engineer’s interpretation of Contract Documents shall be final, and no additional compensation shall be permitted due to discrepancies or unclarities thus resolved. B. It is the intent of these contract documents to have the Automatic Transfer Switch Supplier provide systems and components that are fully complete and operational and fully suitable for the intended use. There may be situations in the documents where insufficient information exists to precisely describe a certain component or subsystem, or the routing of a component. In cases such as this, where the Automatic Transfer Switch Supplier has failed to notify the Engineer of the situation in accordance with Paragraph (A) above, the Automatic Transfer Switch Supplier shall provide the specific component or subsystem with all parts necessary for the intended use, fully complete and operational. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 2 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 1.7 1.8 GUARANTEE AND 4 HOUR SERVICE A. Guarantee Work of this Section in writing for one year following the date of successful acceptance testing as determined, in writing, by the Engineer. The guarantee shall repair or replace defective materials, equipment and workmanship that develop within this period, promptly and to the Engineer's satisfaction and correct damage caused in making necessary repairs and replacements under guarantee within Contract Price. B. Replace material and equipment that require excessive service during guarantee period as defined and as directed by the Engineer. C. Provide 4 hour on site service beginning on the date the project is first tested under start-up, whether or not fully accepted, and lasting until the termination of the guarantee period. Service means providing, at no cost, to the Owner replacement for defective part and labor to install such part. Service shall be at no cost to the Owner. Service can be provided by the Equipment Supplier or a separate service organization. Choice of service organization shall be subject to the Owner's approval. The intent is for all parts found defective and needing replacement to be replaced by an authorized representative of the manufacturer. Submit at the time of bid the name and a phone number that will be answered on a 4 hour basis each day of the week, for the duration of the service. Response time shall be guaranteed less than two hours. D. Submit copies of equipment and material warranties before final payment. E. At end of guarantee period, transfer manufacturer’s equipment and material warranties still in force to Owner. F. This Paragraph shall not be interpreted to limit Owner's rights under applicable codes and laws and under this Contract. BULLETINS, MANUALS, AND OPERATING INSTRUCTIONS, AND PROTECTION A. B. Obtain, before shipment of equipment, four copies of operation, lubrication and maintenance manuals for all items. Assemble literature in coordinated manuals with additional information describing combined operation of field assembled units, including as-built wiring diagrams. Manual shall contain names and addresses of manufacturers and local representatives who stock or furnish repair parts for items or equipment. Divide manuals as follows: 1. Directions for and sequence of operation of each item of equipment or system. Sequence shall list values, switches, and other devices used to start, stop and control system. Detail procedure to be followed in case of malfunctions. Include detailed diagrams, etc. as appropriate for systems provided. 2. Detailed maintenance and trouble shooting manuals containing data furnished by manufacturer for complete maintenance. Furnish six copies of manuals to the Engineer for approval and distribution to Owner. Deliver manuals no less than 15 days prior to delivery of equipment to permit Owner's personnel to become familiar with equipment and operation prior to delivery. Refer to Contract Closeout Section. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 3 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 1.9 C. Operating instructions: Upon completion of installation and during the startup and commissioning period, instruct Owner's operating personnel in any or all parts of various systems. Instructions shall be performed by factory-trained personnel. Owner shall determine which systems require additional instructions. Duration of instructions shall take equipment through complete cycle of operation (at least two eight hour working days). Make adjustments under actual or simulated operating conditions. D. Furnish final documentation, including as-built drawings in AutoCAD format including wiring diagrams, test certificates, inspection reports, and shop and field operating tests. E. In addition to the hard copy manuals, furnish two (2) electronic copies of manual to the Engineer for approval and distribution to the Owner. Electronic copies shall be furnished on CD-ROM disks. SUBMITTALS A. Definitions: 1. B. Shop Drawings are information prepared by the Supplier to illustrate portions of the work in more detail than indicated in the Contract Documents. Submittal Procedures and Format 1. Review submittal packages for compliance with Contract Documents and then submit to Owner or his Representative for review. Submit eight sets, after review, six sets of each shop drawing will be returned with reviewer's marks. Refer to Submittal Requirements. 2. Each Shop Drawing shall indicate in title block, and each Product Data package shall indicate on cover sheet, the following information: a. b. c. d. e. f. Title. Name and location of project. Names of Owner, Contractor, and subcontractor(s) (if known). Names of Substation Suppliers, Suppliers, Vendors, etc. Date of submittal. Whether original submittal or resubmitted. 3. Shop drawings showing layouts of systems shall contain sufficient plans, elevations, sections, details, and schematics to describe work clearly. 4. Shop drawings showing Supplier's product data shall contain detailed dimensional drawings, accurate and complete description of materials of construction, Automatic Transfer Switch Supplier's published performance characteristics and capacity ratings (performance data, alone, is not acceptable), electrical requirements and wiring diagrams, and performance for Automatic Transfer Switch assembly. Drawings shall clearly indicate location (terminal block or wire number), voltage and function for all field terminations, and other information necessary to demonstrate compliance with all requirements of Contract Documents. Information shall be included covering the following: a. Shop Drawings 1) 2) Dimensions Parts and materials list UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 4 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 3) Equipment performance data a) b. Operating Instructions 1) 2) 3) 4) 5) 5. C. All catalog sheets and information including protective relays, current and potential transformers, meters, etc. Installation instructions Operating instructions List of recommended spare parts Parts and materials list Recommended service intervals and tasks If any connection details are not submitted and connections are found to be either installed incorrectly in the field or require significant revisions to the original design configuration, the Automatic Transfer Switch Supplier shall be responsible for any additional costs incurred by the Construction Manager, with such cost deducted from the Automatic Transfer Switch Supplier’s compensation. Submittal Notations: Submittals will be returned from the Owner's representative marked as illustrated below: NO EXCEPTION TAKEN MAKE CORRECTIONS NOTED REJECTED DO NOT RESUBMIT SUBMIT SPECIFIED ITEM(S) RESUBMIT D. Schedule: Incorporate shop drawing review period into construction schedule so that Work is not delayed. The Automatic Transfer Switch Supplier shall assume full responsibility for delays caused by not incorporating the following shop drawing review time requirements into his project schedule: Allow at least 10 working days, exclusive of transmittal time, for review each time shop drawing is submitted or resubmitted. E. Responsibility: F. 1. Intent of Submittal review is to check for capacity, rating, and certain construction features. The Automatic Transfer Switch Supplier shall ensure that work meets requirements of Contract Documents regarding information that pertains to fabrication processes or means, methods, techniques, sequences and procedures of construction; and for coordination of work of this and other Sections. Work shall comply with submittals marked "NO EXCEPTION TAKEN" to extent that they agree with Contract Documents. Submittal review shall not diminish responsibility under this Contract for dimensional coordination, quantities, installation, wiring, supports and access for service, nor the shop drawing errors or deviations from requirements of Contract Documents. The Engineer's noting of some errors while overlooking others will not excuse the Supplier from proceeding in error. Contract Documents requirements are not limited, waived nor superseded in any way by review. 2. INFORM SUBCONTRACTORS, SUPPLIERS, ETC. OF SCOPE AND LIMITED NATURE OF REVIEW PROCESS AND ENFORCE COMPLIANCE WITH CONTRACT DOCUMENTS. Product data for each product and component specified. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 5 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc G. 1.10 Shop drawings for each Automatic Transfer Switch. Include dimension plans, sections, and elevations. Show minimum clearances, installed devices, major features, and materials lists. Include the following: 1. Nameplate legends. 2. Size and number of bus bars in each bus run including mains and branches of phase, neutral, and ground buses. 3. Current ratings of buses. 4. Short-time and short-circuit ratings of Automatic Transfer Switch assembly. 5. Features, characteristics, and ratings of individual components. H. Wiring diagrams from manufacturer of equipment: single-line and elementary diagrams and schematic diagrams of equipment to be supplied, differentiating between manufacturerinstalled and field-installed wiring. I. Time-current characteristic curves for over current protective devices including circuit breaker trip devices and fusible devices. J. Qualification data for field-testing organization certificates, signed by the Automatic Transfer Switch Supplier, certifying that the organization complies with the requirements specified in Quality Assurance below. Include a list of completed projects with project names, addresses, names of Engineers and Owners, plus other information specified. K. Report of field tests and observations certified by the testing organization. L. Maintenance data for materials and products, for inclusion in Operating and Maintenance Manual. QUALITY ASSURANCE A. Listing and Labeling: Provide Automatic Transfer Switch assemblies that are listed and labeled. 1. The terms “listed” and “labeled” shall be as defined in the National Electrical Code, Article 100. 2. Listing and Labeling Agency Qualifications: A “Nationally Recognized Testing Laboratory” (NRTL) B. Manufacturers Qualifications: Manufacturer shall be a member of NEMA, regularly engaged in manufacturing Automatic Transfer Switches complying with the requirements of these Specifications, and experienced with at least 5 projects of similar size and scope. C. Field-Testing Organization Qualifications: To qualify for acceptance, a testing organization must demonstrate, based on evaluation of organization-submitted criteria conforming to ASTM E 699 that it has the experience and capability to conduct satisfactorily the testing indicated. D. Electrical Component Standard: Components and installation shall comply with the latest edition of NFPA 70, “National Electrical Code.” UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 6 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 1.11 1.12 1.13 E. Product Selection for Restricted Space: The specification indicates maximum dimensions for Automatic Transfer Switch equipment. F. American National Standards Institute (ANSI - Latest Edition): G. National Electrical Manufacturer’s Association (NEMA - Latest Edition) DELIVERY, STORAGE, AND HANDLING A. Deliver in shipping splits of lengths that can be moved past obstructions in delivery path as indicated. B. Handle Automatic Transfer Switch in accordance with manufacturer’s instructions. Use factory-installed lifting provisions. CONSTRUCTION PLANNING MEETING AND SCHEDULE A. The successful bidder shall arrange a meeting to discuss in detail those items that pertain to installation that will affect construction, engineering, and Automatic Transfer Switch Supplier's planning, shipping sequence, shipping schedule and other coordination items. B. Coordinate components factory performance tests and field performance test with the Owner and Owner's Representative outlined in Part 2 Paragraphs of these specifications. C. Provide a minimum of two man days of operating instructions by factory engineer to Owner's personnel after Owner has received and reviewed manuals. D. Coordinate shipping schedule with the Owner and the Engineer for the project. Inform the Owner and the Engineer immediately of exact time of departure of equipment from plant and estimated time of arrival at the Rigger's designated receiving facility. E. The manufacturer shall be responsible for the storage or equipment until the owner schedules a date and time for delivery. PACKING AND SHIPPING A. Cover and crate to provide protection against the weather and possible damage in handling, transportation and storage. B. The Automatic Transfer Switches shall be rigged, lifted, jacked, moved, etc., in strict accordance with the recommendations of the Automatic Transfer Switch Supplier. PART 2 - PRODUCTS 2.1 GENERAL A. The Electrical Code referred to in these specifications is the Massachusetts Electrical Code. All work shall be provided in strict compliance with the Electrical Code and all regulations that may apply. B. Where standards exist, for a particular category, products used on this project shall be listed by an OSHA approved Nationally Recognized Testing Laboratory (NRTL), and be approved or listed for the intended service and application. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 7 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc C. These specifications do not undertake to repeat the requirements of codes, regulations or NRTL listing or labeling instructions. The Specifications or Drawings may require items or work beyond the requirements of applicable codes or regulations. The more strict, higher quality, greater quantity or higher cost shall be provided. It is incumbent on the material and equipment suppliers to meet these specifications, applicable codes, regulations, and NRTL listing agency restrictions. D. Manufacturers: E. 1. The word "Supplier" shall include the Manufacturer, the Manufacturer's Representative, the Distributor, the Fabricator, and the Supplier of the particular classification of equipment, system, product, and material. 2. Manufacturer shall refer to all Sections of the Specifications (Parts 1 - General, 2 Products and 3 - Execution) and Drawings for requirements. 3. Manufacturer shall be thoroughly familiar with all specified products relating to the Work and submit written objection prior to bid if he objects to the proposed use of any product. 4. During construction, Manufacturer shall visit the site periodically to observe the installation of supplied product. The Manufacturer shall advise the Installer and the Construction Manager immediately if supplied product is not being installed as recommended by the Manufacturer. 5. Upon completion of the Work, Manufacturer shall certify in writing that supplied product was installed according to the Manufacturer's recommendation and the installation is approved by the Manufacturer. Refer to Certifications. 6. Manufacturer, when accepting orders for material and equipment, agrees that submittal schedules and production schedules will be adjusted as required to accommodate material and equipment supplied for this project. Material and equipment will be manufactured and delivered to the site sufficiently ahead of schedule so as not to delay the completion of the Work. 7. The Contract Documents are based on the Manufacturer specified. All work, equipment, and systems shall be manufactured, provided, repaired, installed, and tested in accordance with the latest edition and all current amendments of the applicable publications and standards of the organizations listed below as of the date of the Contract Documents. When the Specification requirements exceed the requirements of these publications and standards the Specifications shall govern: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. State Building Code (SBC) Building Department Inspectional Services American Society for Testing and Materials (ASTM) Underwriter's Laboratories, Inc. (UL) Insulated Cable Engineers Association (ICEA) National Electrical Manufacturers Association (NEMA) Institute of Electrical and Electronics Engineers, Inc. (IEEE) American National Standards Institute, Inc. (ANSI) National Fire Protection Association (NFPA) Local Electric Code Department of Public Safety (DPS) Building Officials and Code Administrators International, Inc. (BOCA) Department of Labor USA. Safety and Health Regulations for Construction (OSHA) UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 8 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 14. 15. 16. 17. 18. 19. 2.2 MANUFACTURERS A. 2.3 Acceptable Manufacturer: Subject to compliance with the specified requirements. Automatic Transfer Switches shall be manufactured by ASCO 4000 Series and delayed transition. SYSTEM A. Furnish the automatic transfer switches to automatically transfer between the normal and emergency standby power source. The following shall be furnished. 1. 2. 2.4 Energy Codes National Electrical Contractors Association (NECA) National Bureau of Standards (NBS) Utilities Serving Project. Fire Department. Americans with Disabilities Act Applications Guidelines Two (2) 260 Amp, 480 volt, 3 phase, 4 wire, 4 pole. (Life Safety & Elevators) One (1) 150 Amp, 480 volt, 3 phase, 4 wire, 4 pole. (Optional Standby) CONSTRUCTION A. The automatic transfer switches shall be mechanically held and electrically operated by an electric Solenoid for life safety and dual Solenoid for elevator and non-essential switches energized from the source to which the load is to be transferred. The switch shall be rated for continuous duty and be inherently double throw. The switch shall be mechanically interlocked to ensure only one of two possible positions, normal or emergency, and cannot be inadvertently connected together. B. All main contacts shall be of silver composition. They shall be protected by arcing contacts. They shall be of the blow on configuration and of segmented or brush construction. C. All contacts, coils, springs, and control elements shall be conveniently removable from the front of the transfer switch without major disassembly or disconnection of power conductors. D. Automatic transfer switches utilizing components of molded case circuit breakers, contactors or parts thereof, which have not been intended for continuous duty or repetitive load transfer switching are not acceptable. E. The automatic transfer switches shall conform to the requirements of NEMA Standard ICS 2447 and Underwriters Laboratories, Incorporated UL-1008 and shall be NRTL listed as follows: 1. For use in emergency systems in accordance with Article 517 and 700 of the Electric Code. 2. Rated in amperes for total system transfer including control of motors, electric discharge, lamps, electric heating and tungsten filament lamp loads are referred to in Paragraph 30.9 of UL-1008. 3. Transfer switches rated 400 amperes and less shall be suitable for 100 percent tungsten-filament lamp load. Switches rated above 400 amperes shall be suitable for 30 percent or 400 amperes tungsten-filament lamp load, whichever is higher. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 9 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc F. As a condition of approval, the manufacturer of the automatic transfer switches shall verify that their switches are listed by Underwriters Laboratories, Inc., Standard UL-1008 with 3 cycle short circuit closing and withstand as follows: Withstand Ratings (Available RMS Amperes) Continuous Rating Fuses Molded Case CB 30 100,000 42,000 70, 100, 150 200,000 42,000 260, 400 200,000 65,000 600, 800 200,000 65,000 1000, 1200 200,000 85,000 1600, 2000 200,000 100,000 1. During the 3 cycle closing and withstand tests, there shall be no contact welding or damage. The 3 cycle tests shall be performed without the use of current limiting fuses. The test shall verify that contacts separation has not occurred, and there is contact continuity across all phases. Test procedures shall be in accordance with UL-1008, and testing shall be certified by Underwriters Laboratories, Inc. 2. When conducting temperature rise tests to UL-1008, the manufacturer shall include post-endurance temperature rise tests to verify the ability of the transfer switch to carry full rated current after completing the overload and endurance tests. 3. The microprocessor controller shall meet the following requirements: a. b. c. d. e. 4. G. Storage conditions – 25°C to 85°C. Operation conditions – 20°C to 70°C ambient. Humidity 0 to 99% relative humidity, noncondensing. Capable of withstanding infinite power interruptions. Surge withstand per ANSI/IEEE C-37.90A-1978. Manufacturer shall provide copies of test reports upon request. All production units shall be subjected to the following factory tests: 1. The complete automatic transfer switch shall be tested to ensure proper operation of the individual components and correct overall sequence of operation. 2. All sensing relays shall be tested to ensure proper pick up and drop out. 3. Operating transfer time and time delay accessories shall be checked to ensure that requirements of the Specifications are met. 4. The complete automatic transfer switch shall be subjected to a dielectric strength test per NEMA Standard ICS 1-109.05. 5. The control panel shall meet or exceed the voltage surge withstand capability in accordance with IEEE Standard 492-1974 (ANSI C37.90a-1974) and the impulse withstand voltage tests in accordance with the proposed NEMA Standard ICS 1-109. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 10 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc H. I. General 1. The automatic transfer switch shall be furnished as shown on the drawings. Voltage and continuous current ratings and number of poles shall be as shown. Switches shall be by ASCO 4000 series and delayed transition. No other equal manufacturers. 2. A true 4-pole switch shall be supplied with all four poles mounted on a common shaft unless indicated as 3-pole on the drawings. The continuous current rating and the closing and withstand rating of the fourth pole shall be identical to the rating of the main poles. 3. The transfer switch shall be mounted in a NEMA 1 enclosure, unless otherwise indicated. Enclosures shall be fabricated from 12 gauge steel. The enclosure shall be sized to exceed minimum wire bending space required by UL-1008. 4. The transfer switch shall be equipped with an internal welded steel pocket, housing an operations and maintenance manual. 5. The transfer switch shall be top and bottom accessible. 6. The main contacts shall be capable of being replaced without removing the main power cables. 7. The main contacts shall be visible for inspection without any major disassembly of the transfer switch. 8. All bolted bus connections shall have Belleville compression type washers. 9. When a solid neutral is required, a fully rated bus bur with required AL-CU neutral lugs shall be provided. 10. Control components and wiring shall be front accessible. All control wires shall be multi-conductor, 18 gauge, 600V SIS switchboard type point-to-point harness. All control wire terminations shall be identified with tubular sleeve-type markers. 11. The switch shall be equipped with 90°C rated copper/aluminum solderless mechanical type lugs. 12. The complete transfer switch assembly shall be factory tested to ensure proper operation and compliance with the specification requirements. A copy of the factory test report shall be available upon request. Automatic Transfer Switches 1. The transfer switch shall be double throw, actuated by two electric Solenoid momentarily energized and connected to the transfer mechanism by a simple over enter type linkage. Minimum transfer time shall be 400 milliseconds with an adjustable time delay in the open transition mode. 2. The normal and emergency contacts shall be positively interlocked mechanically and electrically to prevent simultaneous closing. Main contacts shall be mechanically locked in both normal and emergency positions without the use of hooks, latches, magnets, or springs and shall be silver-tungsten alloy. Separate arcing contacts with magnetic blowouts shall be provided on all transfer switches. Interlocked, molded case circuit breakers or contactors are not acceptable. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 11 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc 3. J. External Maintenance Handle Removed. Automatic Transfer Switch Controls 1. The transfer switch shall be equipped with a microprocessor based control system, to provide all the operational functions of the automatic transfer switch. The controller shall have to asynchronous serial ports. The controller shall have a real time clock with NiCad battery backup. 2. The CPU shall be equipped with self-diagnostics which perform periodic checks of the memory I/O and communication circuits, with a watchdog, power fail circuit. 3. The controller shall use industry standard open architecture communication protocol for high speed serial communications via multidrop connection to other controllers and to master terminal with up to 4,000’ (1219m) of cable, or further, with the addition of a communication repeater. The serial communication port shall be RS4222/485 compatible. 4. The serial communication port shall allow interface to either the manufacturer’s or the Owner’s furnished remote supervisory control. 5. The controller shall have password protection required to limit access to qualified and authorized personnel. 6. The controller shall include a 20-character LCD display with a keypad which allows access to the system. 7. The controller shall include three phase over/under voltage, over/under frequency, phase sequence detection and phase differential monitoring on both normal and emergency sources. 8. The controller shall be capable of storing the following records in memory for access either locally or remotely: a. b. c. d. e. f. K. Number of hours transfer switches in the emergency position (total since record reset). Number of hours emergency power is available (total since record reset). Total transfer in either direction (total since record reset). Date, time and description of the last four source failures. Date of the last exercise period. Date of record reset. Sequence of Operation 1. When the voltage on any phase of the normal source drops below 80% or increases to 120%, the frequency drops below 90% or increases to 110%, or 20% voltage differential between phases occurs, after a programmable time delay period of 0-60 minutes factory set at 3 seconds to allow for momentary dips, the engine starting contacts shall close to start the generating plant. 2. The transfer switch shall transfer to emergency when the generating plant has reached specified voltage and frequency on all phases. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 12 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc L. 3. After restoration of normal power on all phases to a preset value of at least 90% of rated voltage, at least 95% of rated frequency, and a voltage differential of less than 20%, an adjustable time delay period of 0-60 seconds (factory set at 300 seconds) shall delay retransfer to allow stabilization of normal power. If the emergency power source should fail during this time delay period, the switch shall automatically return to the normal source. 4. After retransfer to normal, the engine generator shall be allowed to operate at no load for a programmable period of 0-60 seconds, factory set at 300 seconds. Automatic Transfer Switch Accessories 1. Programmable three phase sensing of the normal source set to pick up at 90% and dropout at 80% of rated voltage and over voltage to pick up at 120% and dropout at 110% of rated voltage. Programmable frequency pick up at 95% and dropout at 90% and over frequency to pick up at 110% and dropout at 105% of rated frequency. Programmable voltage differential between phases set at 20% and phase sequence monitoring. 2. Programmable three phases sensing of the emergency source set to pick up at 90% and dropout at 80% of rated voltage and over voltage to pick up at 120% and dropout at 110% of rated voltage programmable frequency pick up at 95% and dropout at 90% and over frequency to pick up at 110% and dropout at 105% of rated frequency. Programmable voltage differential between phases set at 20% and phase sequence monitoring. 3. Time delay for override of momentary normal source power outage (delays engine start signal and transfer switch operation). Programmable 0-6 seconds. Factory set at 3 seconds, if not otherwise specified. 4. Time delay to control contact transition time on transfer to either source. Programmable 0-60 seconds, factory set at 3 seconds. 5. Time delay on retransfer to normal, programmable 0-60 minutes, factory set at 300 seconds if not otherwise specified, with overrun to provide programmable 0-60 minutes time delay, factory set at 300 seconds, unloaded engine operation after retransfer to normal. 6. Time delay on transfer to emergency, programmable 0-60 seconds, factory set at 3 seconds. 7. A maintained type load test switch shall be included to simulate a normal power failure, keypad initiated. 8. A remote type load test switch shall be included to simulate a normal power failure, remote switch initiated. 9. A tie delay bypass on retransfer to normal shall be included. Keypad initiated. 10. Contact, rated 10 Amps, 30VDC, to close on failure of normal source for customer functions. 11. Contact, rated 10 Amps, 30VDC, to open on failure of normal source for customer functions. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 13 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc M. N. 12. Light emitting diodes shall be mounted on the microprocessor panel to indicate: switch is in normal position, switch is in emergency position and controller is running. 13. A plant exerciser shall be provided with (10) 7-day events, programmable in one minute increments, to automatically exercise generating plant. These events shall be programmable for any day of the week or month. The exerciser shall also be provided with (24) calendar events which shall be programmable for any month or day. Also include selection of either “no load” (switch will not transfer) or “load” (switch will transfer) exercise period. Keypad initiated. 14. Provision to select either “no commit” or “commit” to transfer operation in the event of a normal power failure shall be included. In the “no commit position”, the load will transfer to the emergency position unless normal power returns before the emergency source has reached 90% of its rated values (switch will remain in normal). In the “commit position”, the load will transfer to the emergency position after any normal power failure. Keypad initiated. 15. Two auxiliary contacts rated 10 Amp, 250VAC, shall be mounted on the main shaft, one closed on normal, the other closed on emergency. Both contacts will be wired to a terminal strip for ease of customer connections. 16. A three-phase digital LCD voltage readout with 1% accuracy shall display all three separate phase to phase voltages simultaneously, for both the normal and emergency source. 17. A digital LCD frequency readout with 1% accuracy shall display frequency for both normal and emergency source. 18. An LCD readout shall display normal source and emergency source availability. 19. Elevator Control Transfer: A load control circuit consisting of two (2) sets of single pole, double throw contacts that operate 3 seconds before transfer in either direction. Contacts rated 6 ampere, 240VAC or 10 ampere, 32VDC, for signal to elevators of generator power available. The contractor shall provide 2 #14 AWG in conduit and interlock wiring to elevator control panel(s) from each switch controlling elevator power. The following accessories shall be available by simple activation via the keypad, if required. 1. Include (2) time delay contacts that open simultaneously just (milliseconds) prior to transfer in either direction. These contacts close after a time delay upon transfer. Programmable 0-5 minutes after transfer. 2. A block transfer load shed circuit shall be included, energized from a 24VDC signal from the generator control switchgear, to allow the transfer switch to shed to an overload condition on the emergency generator. Controls to monitor overload shall be monitored by the generator control manufacturer. This accessory will only be activated where required and as shown on the drawings. The control of the transfer switches shall be electrically interlocked with the generator starting control panel so that after a predetermined time delay, failure of the normal source at the transfer switches will start the generator. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 14 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc O. Upon request, the manufacturer shall provide a notarized letter to the Architect certifying compliance with all the requirements of this Specification. The certification shall identify, by serial number(s), the equipment involved. No exceptions to the Specifications, other than those stipulated at the time of submittal, shall be included in the certification. PART 3 - EXECUTION 3.1 INSTALLATION A. 3.2 CAPACITY AND GUARANTEE A. 3.3 Provide all material for Automatic Transfer Switches in accordance with applicable codes and standard industry practices, and the Automatic Transfer Switch manufacturer's recommended procedures. The Owner and the Engineer will arrange for an on-site performance test of the Automatic Transfer Switches, to be conducted in the presence of the OEM and Engineer, under the supervision of a qualified disinterested third party. Consult Supplemental Conditions Performance Testing paragraph, for guidelines and Automatic Transfer Switch Supplier capability penalties. WARRANTY A. Upon completion, the Automatic Transfer Switch Supplier shall issue a written warranty, duly authorized, covering the following: 1. 3.4 AUTOMATIC TRANSFER SWITCHES SERVICE CONTRACT A. 3.5 The Automatic Transfer Switches shall carry the supplier's warranty against defects in material, workmanship and operating deficiencies for a period of one (1) year from the date the Automatic Transfer Switches is accepted by the Owner. The Automatic Transfer Switch Supplier shall furnish "gratis" to the Owner a one (1) year Contract, effective from date of installation of maintenance and inspection service of the manufacturer's equipment with a minimum of two (2) inspections during the Contract year. OPERATING INSTRUCTIONS AND MAINTENANCE MANUALS A. Instruct to the Owner's satisfaction such persons as the Owner designated in the proper operation and maintenance of the systems and their parts. B. Furnish in accordance with the GENERAL REQUIREMENTS, operating and maintenance manuals and forward same to the Engineer for transmittal to the Owner. C. Operating instructions shall be specific for each system and shall include copies of posted specific instructions. D. For maintenance purposes, provide shop drawings, parts lists, Specifications and manufacturer's maintenance bulletins for each piece of equipment. E. Provide name, address and telephone number of the manufacturer's representative and service company for each piece of equipment so that service or spare parts can be readily obtained. UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 15 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc F. 3.6 In addition to other operating instructions and maintenance manuals which may be required by the Engineer, the Automatic Transfer Switch Manufacturer shall furnish six (6) bound and indexed copies of an approved operations and maintenance manual for each of the following: 1. Automatic Transfer Switches, Control System and Accessories: Note: The manufacturer shall certify in writing that all components and accessories are rated as specified. 2. Provide documentation for settings as installed. Note: Certification of setting accuracy and verification of total system shall be submitted with the maintenance manuals. G. The manuals shall provide complete instructions on the proper operation and use, lubrication and periodic maintenance, troubleshooting, together with the source of replacement parts and service for the item of equipment or the system covered. H. On completion of the work under this Contract, arrange for a qualified technical representative or representatives of the manufacturer or manufacturers of the equipment or system involved to instruct Owner's operating personnel in the proper operation and maintenance of all equipment and systems. MANUFACTURER'S TECHNICAL REPRESENTATIVE A. Arrange for the manufacturer to have a qualified technical representative present at the time of installation and start up of their equipment to supervise installation, adjustments and final tests in accordance with their recommendations. END OF SECTION UMass O’Leary Library AUTOMATIC TRANSFER SWITCHES - PREPURCHASE: 260212 - 16 May 20, 2011X:\Purchasing\Purchasing Department\FY13 Bids\CL13-HT-0029 Prepurchase of ATS and Standby Generator\260212 Automatic Transfer Switches Prepurchase.doc UMass O’Leary Library 61 Wilder Street Lowell, MA STANDBY GENERATOR PREPURCHASE 260214 Prepared for: University of Massachusetts Lowell One University Avenue Lowell, MA 01845 Prepared by: WSP FLACK + KURTZ 88 Black Flacon Ave, Suite 210 Boston, MA 02210 Phone: (617) 210-1600 Fax: (617) 210-1800 Project No. 211073.00 January 18, 2013 Table of Contents SECTION PAGE ARTICLE 260214 - STANDBY GENERATOR .............................................................................................. 2 PART 1 - GENERAL ..................................................................................................................................... 2 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 1.12 1.13 REFERENCES ................................................................................................................................... 2 DEFINITIONS ..................................................................................................................................... 2 SCOPE ............................................................................................................................................... 2 CONTRACT DOCUMENTS ............................................................................................................... 3 PERMITS, FEES, RULES AND REGULATIONS............................................................................... 3 DISCREPANCIES IN DOCUMENTS ................................................................................................. 3 GUARANTEE AND 4 HOUR SERVICE ............................................................................................. 4 BULLETINS, MANUALS, AND OPERATING INSTRUCTIONS, AND PROTECTION ...................... 4 SUBMITTALS ..................................................................................................................................... 5 QUALITY ASSURANCE .................................................................................................................... 7 DELIVERY, STORAGE, AND HANDLING ........................................................................................ 7 CONSTRUCTION PLANNING MEETING AND SCHEDULE ............................................................ 8 PACKING AND SHIPPING ................................................................................................................ 8 PART 2 - PRODUCTS .................................................................................................................................. 8 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 GENERAL .......................................................................................................................................... 8 DESCRIPTION OF WORK ................................................................................................................ 9 APPROVED MANUFACTURERS .................................................................................................... 10 SUBMITTALS ................................................................................................................................... 10 PRODUCTION TESTS..................................................................................................................... 10 PROTOTYPE TESTS....................................................................................................................... 11 WARRANTY I SERVICE .................................................................................................................. 11 SYSTEM PERFORMANCE .............................................................................................................. 12 EMERGENCY GENERATOR - DIESEL .......................................................................................... 12 PART 3 - EXECUTION ............................................................................................................................... 20 3.1 3.2 3.3 3.4 3.5 3.6 3.7 INSTALLATION ................................................................................................................................ 20 CAPACITY AND GUARANTEE ....................................................................................................... 20 WARRANTY ..................................................................................................................................... 20 GENERATOR SERVICE CONTRACT ............................................................................................. 20 OPERATING INSTRUCTIONS AND MAINTENANCE MANUALS .................................................. 21 MANUFACTURER'S TECHNICAL REPRESENTATIVE ................................................................. 21 ON SITE TESTING .......................................................................................................................... 21 UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - i C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc ARTICLE 260214 - STANDBY GENERATOR PART 1 - GENERAL 1.1 REFERENCES A. 1.2 1.3 Conditions of the Contract and General Requirements, apply to work of this Section. Where Paragraphs of this Section conflict with similar requirements of the Contract and General Requirements, the Contract and General Requirements shall prevail. DEFINITIONS A. "Furnish" means "to purchase and deliver to the project site complete with every necessary appurtenance and support." B. Work means obligations undertaken by Generator Supplier under this Contract. Work includes, unless specifically excepted, providing materials, fabrication, testing, equipment, supplies, tools, storage, transportation to Owner's selected site, superintendence, startup, commissioning, applicable services, facilities, and expenses necessary for full performance and completion of the requirement of Contract Documents. SCOPE A. Perform work and provide material and equipment and services as specified or indicated in this Section of the Specifications. B. Sketches and Specifications form complimentary requirements; provide work specified and not shown, and work shown and not specified as though explicitly required by both. Provide supplementary or miscellaneous items, appurtenances, devices or materials included to or necessary for sound, secure and complete systems as described below. C. Work shall include, but shall not be limited to, the following: 1. Furnish factory assembled packaged generator set. 2. Provide all product engineering and coordination information required for review by the Engineer. 3. Technical service and supervision during installation, including parts, labor and expense of factory engineers, technicians and certified mechanics for equipment startup adjustments, field testing, and operating instructions after installation is complete. 4. Delivery of Generator equipment and components FOB to site (Lowell, MA). Generator Supplier's Representative shall be at site full time to check condition of equipment prior to unloading. 5. Provide six (6) original sets of complete bulletins, Owner’s manuals and instructions, warranties and spare parts list. 6. Rigging of Generator equipment and components shall be by the Construction Manager. 7. Submit certified factory tests for all Generator components including circuit breaker, and protective relays. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 2 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 1.4 1.5 1.6 CONTRACT DOCUMENTS A. Except where modified by a specific notation to the contrary, it shall be understood that the indication and/or description of any item, in the specifications, carries with it the instruction to furnish the items factory installed or have installed on-site by an approved service contractor or factory representative, regardless of whether or not this instruction is explicitly stated as part of the indication or description. B. Items referred to in singular number in Contract Documents shall be provided in quantities necessary to complete work. PERMITS, FEES, RULES AND REGULATIONS A. Give the proper Authorities all requisite notices or information relating to the work under this Section. Obtain and pay for all fees, licenses, permits and certificates. Comply with the rules and regulations of all Local, State and Federal Authorities having jurisdiction, Building Codes, the rules and regulations of the National Board of Fire Underwriters and the Public Utility Companies serving the building. B. Perform work in accordance with Nationally Recognized Testing Laboratory (NRTL) listing or labeling requirements, OSHA regulations, NFPA Standards, Electrical Code, and The Americans with Disabilities Act Accessibility Guidelines (ADAAG). The Drawings and Specifications do not attempt to indicate all work required by codes, regulations and authorities. C. Nothing in these Contract Documents shall be construed to permit work not conforming to applicable codes and regulations. When conflicts occur the more restrictive requirements shall govern. D. Toxicity: Comply with applicable codes and regulations regarding toxicity of combustion products of materials used, toxic, or hazardous materials used or disposed of. E. Legally dispose of all material. Adhere to all regulations regarding disposal of hazardous material. Recycle hazardous material where recycling is possible. Submit certificates of legal recycling or disposal to the Engineer. Include copy in the Operating and Maintenance Manual. DISCREPANCIES IN DOCUMENTS A. Where Specifications conflict or are unclear, advise the Engineer, in writing, before Award of Contract. Otherwise, the Engineer's interpretation of Contract Documents shall be final, and no additional compensation shall be permitted due to discrepancies or unclarities thus resolved. B. It is the intent of these contract documents to have the Generator Supplier provide systems and components that are fully complete and operational and fully suitable for the intended use. There may be situations in the documents where insufficient information exists to precisely describe a certain component or subsystem, or the routing of a component. In cases such as this, where the Generator Supplier has failed to notify the Engineer of the situation in accordance with Paragraph (A) above, the Generator Supplier shall provide the specific component or subsystem with all parts necessary for the intended use, fully complete and operational. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 3 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 1.7 1.8 GUARANTEE AND 4 HOUR SERVICE A. Guarantee Work of this Section in writing for one year following the date of successful acceptance testing as determined, in writing, by the Engineer. The guarantee shall repair or replace defective materials, equipment and workmanship that develop within this period, promptly and to the Engineer's satisfaction and correct damage caused in making necessary repairs and replacements under guarantee within Contract Price. B. Replace material and equipment that require excessive service during guarantee period as defined and as directed by the Engineer. C. Provide 4 hour on site service beginning on the date the project is first tested under start-up, whether or not fully accepted, and lasting until the termination of the guarantee period. Service means providing, at no cost, to the Owner replacement for defective part and labor to install such part. Service shall be at no cost to the Owner. Service can be provided by the Equipment Supplier or a separate service organization. Choice of service organization shall be subject to the Owner’s approval. The intent is for all parts found defective and needing replacement to be replaced by an authorized representative of the manufacturer. Submit at the time of bid the name and a phone number that will be answered on a 4 hour basis each day of the week, for the duration of the service. Response time shall be guaranteed less than two hours. D. Submit copies of equipment and material warranties before final payment. E. At end of guarantee period, transfer manufacturer’s equipment and material warranties still in force to Owner. F. This Paragraph shall not be interpreted to limit Owner's rights under applicable codes and laws and under this Contract. BULLETINS, MANUALS, AND OPERATING INSTRUCTIONS, AND PROTECTION A. B. Obtain, before shipment of equipment, four copies of operation, lubrication and maintenance manuals for all items. Assemble literature in coordinated manuals with additional information describing combined operation of field assembled units, including as-built wiring diagrams. Manual shall contain names and addresses of manufacturers and local representatives who stock or furnish repair parts for items or equipment. Divide manuals as follows: 1. Directions for and sequence of operation of each item of equipment or system. Sequence shall list values, switches, and other devices used to start, stop and control system. Detail procedure to be followed in case of malfunctions. Include detailed diagrams, etc. as appropriate for systems provided. 2. Detailed maintenance and trouble shooting manuals containing data furnished by manufacturer for complete maintenance. Furnish six copies of manuals to the Engineer for approval and distribution to Owner. Deliver manuals no less than 15 days prior to delivery of equipment to permit Owner's personnel to become familiar with equipment and operation prior to delivery. Refer to Contract Closeout Section. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 4 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 1.9 C. Operating instructions: Upon completion of installation and during the startup and commissioning period, instruct Owner's operating personnel in any or all parts of various systems. Instructions shall be performed by factory-trained personnel. Owner shall determine which systems require additional instructions. Duration of instructions shall take equipment through complete cycle of operation (at least two eight hour working days). Make adjustments under actual or simulated operating conditions. D. Furnish final documentation, including as-built drawings in AutoCAD format including wiring diagrams, test certificates, inspection reports, and shop and field operating tests. E. In addition to the hard copy manuals, furnish two (2) electronic copies of manual to the Engineer for approval and distribution to the Owner. Electronic copies shall be furnished on CD-ROM disks. SUBMITTALS A. Definitions: 1. B. Shop Drawings are information prepared by the Supplier to illustrate portions of the work in more detail than indicated in the Contract Documents. Submittal Procedures and Format 1. Review submittal packages for compliance with Contract Documents and then submit to Owner or his Representative for review. Submit eight sets, after review, six sets of each shop drawing will be returned with reviewer's marks. Refer to Submittal Requirements. 2. Each Shop Drawing shall indicate in title block, and each Product Data package shall indicate on cover sheet, the following information: a. b. c. d. e. f. Title. Name and location of project. Names of Owner, Contractor, and subcontractor(s) (if known). Names of Substation Suppliers, Suppliers, Vendors, etc. Date of submittal. Whether original submittal or resubmitted. 3. Shop drawings showing layouts of systems shall contain sufficient plans, elevations, sections, details, and schematics to describe work clearly. 4. Shop drawings showing Supplier's product data shall contain detailed dimensional drawings, accurate and complete description of materials of construction, Generator Supplier's published performance characteristics and capacity ratings (performance data, alone, is not acceptable), electrical requirements and wiring diagrams, and performance for generator assembly. Drawings shall clearly indicate location (terminal block or wire number), voltage and function for all field terminations, and other information necessary to demonstrate compliance with all requirements of Contract Documents. Information shall be included covering the following: a. Shop Drawings 1) 2) UMass O’Leary Library January 18, 2013 Dimensions Parts and materials list STANDBY GENERATOR PREPURCHASE: 260214 - 5 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 3) Equipment performance data a) b. Operating Instructions 1) 2) 3) 4) 5) 5. C. All catalog sheets and information including circuit breakers, protective relays, transformers, meters, batteries, etc. Installation instructions Operating instructions List of recommended spare parts Parts and materials list Recommended service intervals and tasks If any connection details are not submitted and connections are found to be either installed incorrectly in the field or require significant revisions to the original design configuration, the Generator Supplier shall be responsible for any additional costs incurred by the Construction Manager, with such cost deducted from the Generator Supplier’s compensation. Submittal Notations: Submittals will be returned from the Owner's representative marked as illustrated below: NO EXCEPTION TAKEN MAKE CORRECTIONS NOTED REJECTED DO NOT RESUBMIT SUBMIT SPECIFIED ITEM(S) RESUBMIT D. Schedule: Incorporate shop drawing review period into construction schedule so that Work is not delayed. The Generator Supplier shall assume full responsibility for delays caused by not incorporating the following shop drawing review time requirements into his project schedule: Allow at least 10 working days, exclusive of transmittal time, for review each time shop drawing is submitted or resubmitted. E. Responsibility: 1. Intent of Submittal review is to check for capacity, rating, and certain construction features. The Generator Supplier shall ensure that work meets requirements of Contract Documents regarding information that pertains to fabrication processes or means, methods, techniques, sequences and procedures of construction; and for coordination of work of this and other Sections. Work shall comply with submittals marked "NO EXCEPTION TAKEN" to extent that they agree with Contract Documents. Submittal review shall not diminish responsibility under this Contract for dimensional coordination, quantities, installation, wiring, supports and access for service, nor the shop drawing errors or deviations from requirements of Contract Documents. The Engineer's noting of some errors while overlooking others will not excuse the Supplier from proceeding in error. Contract Documents requirements are not limited, waived nor superseded in any way by review. 2. INFORM SUBCONTRACTORS, SUPPLIERS, ETC. OF SCOPE AND LIMITED NATURE OF REVIEW PROCESS AND ENFORCE COMPLIANCE WITH CONTRACT DOCUMENTS. F. Product data for each product and component specified. G. Shop drawings for each generator lineup. Include dimension plans, sections, and elevations Show minimum clearances, installed devices, major features, and materials lists. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 6 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 1.10 H. Wiring diagrams from manufacturer of equipment: single-line and elementary diagrams and schematic diagrams of equipment to be supplied, differentiating between manufacturerinstalled and field-installed wiring. I. Time-current characteristic curves for over current protective devices including all circuit breaker. J. Qualification data for field-testing organization certificates, signed by the Generator Supplier, certifying that the organization complies with the requirements specified in Quality Assurance below. Include a list of completed projects with project names, addresses, names of Engineers and Owners, plus other information specified. K. Report of field tests and observations certified by the testing organization. L. Maintenance data for materials and products, for inclusion in Operating and Maintenance Manual. QUALITY ASSURANCE A. 1.11 Listing and Labeling: Provide substation assemblies that are listed and labeled. 1. The terms “listed” and “labeled” shall be as defined in the National Electrical Code, Article 100. 2. Listing and Labeling Agency Qualifications: A “Nationally Recognized Testing Laboratory” (NRTL) B. Manufacturers Qualifications: Manufacturer shall be a member of NEMA, regularly engaged in manufacturing Generators complying with the requirements of these Specifications, and experienced with at least 5 projects of similar size and scope. C. Field-Testing Organization Qualifications: To qualify for acceptance, a testing organization must demonstrate, based on evaluation of organization-submitted criteria conforming to ASTM E 699, that it has the experience and capability to conduct satisfactorily the testing indicated. D. Electrical Component Standard: Components and installation shall comply with the latest edition of NFPA 70, “National Electrical Code.” E. Product Selection for Restricted Space: The Drawings indicate maximum dimensions for generator on equipment including clearances between generator and adjacent surfaces and items. Generator on assemblies having equal performance characteristics and complying with indicated maximum dimensions would be considered. F. American National Standards Institute ANSI - Latest Edition of Applicable Standards. G. National Electrical Manufacturer’s Association NEMA - Latest Edition of Applicable Standards. DELIVERY, STORAGE, AND HANDLING A. Deliver complete in single shipping unit. B. Handle generator in accordance with manufacturer’s instructions. Use factory-installed lifting provisions. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 7 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 1.12 1.13 CONSTRUCTION PLANNING MEETING AND SCHEDULE A. The successful bidder shall arrange a meeting to discuss in detail those items that pertain to installation that will affect construction, engineering, and Generator Supplier's planning, shipping sequence, shipping schedule and other coordination items. B. Coordinate components factory performance tests and field performance test with the Owner and Owner's Representative outlined in Part 2 Paragraphs of these specifications. C. Provide a minimum of two man days of operating instructions by factory engineer to Owner's personnel after Owner has received and reviewed manuals. D. Coordinate shipping schedule with the Owner and the Engineer for the project. Inform the Owner and the Engineer immediately of exact time of departure of equipment from plant and estimated time of arrival at the Rigger's designated receiving facility. PACKING AND SHIPPING A. Cover and crate to provide protection against the weather and possible damage in handling, transportation and storage. B. The units shall be rigged, lifted, jacked, moved, etc., in strict accordance with the recommendations of the Generator Supplier. PART 2 - PRODUCTS 2.1 GENERAL A. The Electrical Code referred to in these specifications is the Massachusetts Electrical Code. All work shall be provided in strict compliance with the Electrical Code and all regulations that may apply. B. Where standards exist, for a particular category, products used on this project shall be listed by an OSHA approved Nationally Recognized Testing Laboratory (NRTL), and be approved or listed for the intended service and application. C. These specifications do not undertake to repeat the requirements of codes, regulations or NRTL listing or labeling instructions. The Specifications or Drawings may require items or work beyond the requirements of applicable codes or regulations. The more strict, higher quality, greater quantity or higher cost shall be provided. It is incumbent on the material and equipment suppliers to meet these specifications, applicable codes, regulations, and NRTL listing agency restrictions. D. Manufacturers: 1. The word "Supplier" shall include the Manufacturer, the Manufacturer's Representative, the Distributor, the Fabricator, and the Supplier of the particular classification of equipment, system, product, and material. 2. Manufacturer shall refer to all Sections of the Specifications (Parts 1 - General, 2 Products and 3 - Execution) and Drawings for requirements. 3. Manufacturer shall be thoroughly familiar with all specified products relating to the Work and submit written objection prior to bid if he objects to the proposed use of any product. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 8 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc E. 4. During construction, Manufacturer shall visit the site periodically to observe the installation of supplied product. The Manufacturer shall advise the Installer and the Construction Manager immediately if supplied product is not being installed as recommended by the Manufacturer. 5. Upon completion of the Work, Manufacturer shall certify in writing that supplied product was installed according to the Manufacturer's recommendation and the installation is approved by the Manufacturer. Refer to Certifications. 6. Manufacturer, when accepting orders for material and equipment, agrees that submittal schedules and production schedules will be adjusted as required to accommodate material and equipment supplied for this project. Material and equipment will be manufactured and delivered to the site sufficiently ahead of schedule so as not to delay the completion of the Work. 7. The Contract Documents are based on the Manufacturer specified. 8. The manufacturer shall be responsible for the storage of equipment until the owner schedules date and time for delivery. All work, equipment, and systems shall be manufactured, provided, repaired, installed, and tested in accordance with the latest edition and all current amendments of the applicable publications and standards of the organizations listed below as of the date of the Contract Documents. When the Specification requirements exceed the requirements of these publications and standards the Specifications shall govern: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 2.2 State Building Code (SBC) Building Department Inspectional Services American Society for Testing and Materials (ASTM) Underwriter's Laboratories, Inc. (UL) Insulated Cable Engineers Association (ICEA) National Electrical Manufacturers Association (NEMA) Institute of Electrical and Electronics Engineers, Inc. (IEEE) American National Standards Institute, Inc. (ANSI) National Fire Protection Association (NFPA) Local Electric Code Department of Public Safety (DPS) Building Officials and Code Administrators International, Inc. (BOCA) Department of Labor USA. Safety and Health Regulations for Construction (OSHA) Energy Codes National Electrical Contractors Association (NECA) National Bureau of Standards (NBS) Utilities Serving Project. Local Fire Department. Americans with Disabilities Act Applications Guidelines Massachusetts Electrical Code Massachusetts Department of Environmental Protection DESCRIPTION OF WORK A. Provide all labor materials, and equipment to furnish, install, and place in operation the Emergency/Standby power generation system in accordance with the contract documents and manufacturer's drawings and installation instructions. All equipment shall be new, factory tested, and delivered ready for field installation. The selected bidder shall refer to Part 3 of Division 26 specification section 261000, 3.14 for installation requirements. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 9 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 2.3 B. The responsibility for performance to this specification shall not be divided among individual component manufacturers, but must be assumed solely by the primary manufacturer. This includes generating system design, manufacture, test, and having a local supplier responsible for service, parts, and warranty for the total system. C. Generator set mounted subassemblies such as cooling system, base, air intake system, exhaust outlet fittings, and generator set mounted controls and circuit breakers shall also be designed, built, and assembled as a complete unit by the engine/generator manufacturer. APPROVED MANUFACTURERS A. 2.4 SUBMITTALS A. 2.5 The engine and generator shall be manufactured by Kohler. Submittals for approval shall include but not be limited to: 1. Certification of Prototype Testing. 2. Component List - A breakdown of all components and options. 3. Technical Data - Manufacturer produced generator set specification or data sheet identifying make and model of engine and generator, and including relevant component design and performance data. 4. Auxiliary Equipment - Specification or data sheets, including circuit breakers, transfer switch, vibration isolators, and day tank. 5. Drawings - General dimensions drawings showing overall generator set measurements, mounting location, and interconnect points for load leads, fuel, exhaust, cooling and drain lines. 6. Wiring Diagrams - Wiring diagrams, schematics and control panel outline drawings published by the manufacturer for controls and circuit breakers showing interconnect points and logic diagrams for use by contractor and owner. 7. Warranty Statements - Warranty verification published by the manufacturer. PRODUCTION TESTS A. The system manufacturer shall perform production tests on the complete generator set supplied at the generator set manufacturers facility. A certified report of these tests shall be available when requested at the time of the generator set order. These tests and controls shall include but not be limited to: 1. Operation at rated kW 2. Operation at rated kVA 3. Transient and steady state governing 4. Transient and steady state voltage regulation 5. Operation of all alarm and shutdown devices UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 10 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 2.6 Single step load pickup of rated kW 7. Operation at 2250 rpm (125% overspeed) at room temperature B. Preshipment Testing: The final assembled generator/enclosure combination shall be fully power load and air flow tested. A certified test report stating the power load, water temperature and air flow levels must be sent to the Engineer prior to shipping the unit to the Owner's site. C. Upon request arrangements to witness production test will be made or a certified test record will be sent prior to shipment. PROTOTYPE TESTS A. 2.7 6. The system manufacturer must certify that engine, generator, controls, and circuit breaker have been tested as complete system of representative engineering models (not on equipment sold). Prototype testing shall include: 1. Fuel consumption at 1/4,1/2, 3/4, and full load 2. Exhaust emissions 3. Mechanical and exhaust noise 4. Governor speed regulation at 1/4, 1/2, 3/4, and full load; and during transients 5. Motor starting kVA 6. Generator temperature rise in accordance with NEMA MG 1-22.40 7. Voltage regulation at 1/4, 1/2, 314, and full load; and during transients 8. Harmonic analysis, voltage waveform deviation and telephone influence factor 9. Generator short circuit capability 10. Cooling system performance 11. Torsional analysis 12. Linear vibration analysis WARRANTY I SERVICE A. The manufacturer's and dealer's standard warranty shall in no event be for a period of less than two (2) years from date of initial start-up of the system and shall include repair parts, labor, reasonable travel expense necessary for repairs at the job site, and expendables (lubricating oil, filters, antifreeze, and other service items made unusable by the defect) used during the course of repair. Applicable deductible costs shall be specified in the manufacturer's warranty. Running hours shall not be a limiting factor for the system warranty by either the manufacturer or servicing dealer. Submittals received without written warranties as specified will be rejected in their entirety. B. The generator set supplier shall have factory trained service representatives and tooling necessary to install, test, maintain, and repair all provided equipment and shall be located within 30 miles of the customer’s site. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 11 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc C. 2.8 SYSTEM PERFORMANCE A. 2.9 The generator set supplier shall have sufficient parts inventory to maintain over the counter availability of at least 90% of any required parts and shall guarantee 100% parts availability within 48 hours from the time an order is entered with the dealer. The power generating system shall conform to the following performance criteria at the site conditions: 1. Rating - Engine brake horsepower shall be sufficient to deliver full rated generator set kW/kVA when operated at rated rpm and equipped with all engine-mounted parasitic and external loads such as radiator fans and power generators. 2. Start Time and Load Acceptance - Engines shall start, achieve rated voltage and frequency, and be capable of accepting load within 10 seconds when properly equipped and maintained. 3. With the power generating system at normal operating temperature, it shall accept a 100% block load, less applicable derating factors, in accordance with NFPA 110. 4. Frequency regulation shall be Isochronous, regulated to within +/- 0.25 % from no load to full load. 5. Voltage regulation shall be +/- 0.5% for any steady state load between no load and full load. EMERGENCY GENERATOR - DIESEL A. Each UL 2200 listed and labeled generating set shall be manufactured by Kohler. The supplier of the equipment shall provide, with no additional charge, the information or supervision required for the proper installation of the equipment and training of operating personnel. The equipment furnished under this Specification shall be new, unused, of the latest design, and covered by a full and complete two (2) year warranty. In no case shall the warranty be less than two (2) years from date of field test and approval of all test reports. Provide standby electric generating systems rated for continuous standby service 200 kW, 250 kVA at 0.8 power factor. Voltage shall be 277/480 V, 3 phase, 4 wire at 60Hz B. Generator supplier shall assist owner/operator for filing and permitting of generator set. C. System provided shall be manufacturer’s low emissions engine that complies with Federal and State Regulations. Generator set shall be certified and in compliance with Commonwealth of Massachusetts Emissions Regulations. D. The engine and generator shall be the product of an ISO 9001 certified manufacturer. The design is based on a Kohler Tier 3 engine/generator set. Any changes to the design based on other manufactures will be the responsibility of the installing contractor at no additional cost to the Owner. The naming of a specific manufacturer does not waive any requirements or performance of individual components described in this specification. E. Substitutions to this specification shall include complete submittal data clearly identifying all deviations or exceptions and shall be submitted for approval a minimum of ten (10) days prior to the bid date. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 12 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc F. The Generator Manufacturer shall have and ISO 9001:2008 Certified Quality Program in order to be considered as an acceptable supplier. Details of the Quality Certification shall be included with the Approval Submittal Documentation. Generator shall be Tier 3 EPA certified and in compliance with Massachusetts Emission regulations. G. System shall be a package of new and current equipment consisting of: 1. 2. 3. 4. 5. 6. 7. A diesel engine driven electric plant to provide emergency electric power. Engine-mounted start-stop control system. Automatic load transfer controls to provide automatic starting and stopping of the unit and switching of the loads. Mounted accessories as specified and required. Remote annunciator panel Sound attenuated weatherproof housing with integral skid mount fuel base tank for 400 gallons or 24-hour run time. Engine-mounted breakers – (2) 250AF/125AT, (1) 200AF/150AT-amp. H. This system shall be built, tested, and shipped by the manufacturer of the alternator so there is one source of supply and responsibility. The performance of the electric plant shall be certified by an independent testing laboratory as to the plant's full power rating, stability, and voltage and frequency regulation. Submit certificate of compliance with shop drawings. Furnish detailed summary of testing of unit of this rating in accordance with NFPA-110T. To insure system compatibility and one source of supply and responsibility. Provide automatic transfer switches. I. The manufacturer of this equipment shall maintain a full-time "in-house" parts and service organization within 75 miles of the job site. The manufacturer of this set shall have a minimum of five (5) years of experience in building similar units. Equipment offered by those who do not have an "in-house" parts and service organization and who depend on others to provide services will not be considered. This supplier shall have his name, address, and telephone number clearly and visibly located on all equipment. Service shall be available on a 24-hour, 7-day week basis. J. Submittal set shall be the following information: 1. Unit drawings of all major components showing exact dimensional data. 2. Catalog information on the engine, generator, battery charger, vibration isolators, exhaust silencer, flexible exhaust connector, and automatic transfer switch. 3. A complete bill of material indicating exactly what is to be provided. 4. A list of at least two similar installations using the same major components as specified herein. 5. Estimated time, in calendar days, for delivery after approval and release is received. 6. Furnish engine heat rejection data to jacket water, exhaust, and ambient and total DB measurement of engine, generator, and radiator measured at 23’ (7m). 7. Complete engineering submittal, catalog cuts, wiring diagrams, interface drawings, unit drawings, AC & DC schematics, termination chamber drawings, terminal strip drawings, foundation plans, annunciator panel layout and wiring, etc., must accompany all shop drawings. 8. Furnish engine emissions data as required by permitting authority. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 13 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc K. L. The operation of this unit shall be automatic. Upon the closing of a remote starting contact, the engine shall start and attain rated voltage and frequency within ten (10) seconds. 1. All necessary accessories shall be provided to assure starting within the time described above under the ambient conditions described herein. 2. Governor regulation, no load to full load, shall not exceed 1%. Steady state regulation shall not exceed plus or minus 0%. Governor shall be electronic isochronous type. The diesel engine shall be water-cooled, 6 cylinder, 4 cycle, industrial type with removable cylinder liners, a minimum displacement of 496 cubic inches and a rated output of at least 259 HP at 1800 rpm. The rating shall be for conditions of 29.92" (759,97mm) barometric pressure and 100F air temperature. No two-cycle engines will be considered. 1. Lubrication shall be a full pressure system, using an engine-driven gear-type lube oil pump with replaceable element full flow lube oil filter. Lube oil cooler shall be provided. 2. The engine mounted fuel system shall include all equipment normally supplied and recommended by the generator set manufacturer for emergency generator service. The engine-mounted fuel system equipment shall include the following: a. b. c. d. e. M. Fuel injection system. Fuel transfer pump. Duplex fuel filters (replaceable type). Hand priming pump. Flexible fuel connections. In addition to the engine-mounted fuel system, provide a base tank system. 1. The integral base day tank system shall be supplied by the engine generator set supplier and shall include the following: a. b. c. d. e. f. 24-hour gallon tank, pressure tested, double walled, and U/L Listed. Rupture basin alarm contact and high fuel level alarm contact. Low-level alarm contact. Float Switch. Fuel gauge, dial type. Connections for: 1) 2) 3) 4) 5) 6) UMass O’Leary Library January 18, 2013 Engine supply. Engine return. Vent with vent whistle. Bottom drain. Fuel gauge. Manual fill cap, lockable. g. The fuel tank system shall be of the packaged type as manufactured by the generator set supplier and be a standard product of the supplier. Tank system shall comply with Underwriters Laboratory, and be installed and vented in accordance with UL-142. h. Provide normally closed 1" (25”) fuel solenoid shut off valve for positive control of fuel supply. STANDBY GENERATOR PREPURCHASE: 260214 - 14 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc i. Provide shut-off solenoid valve break glass station to comply with Lowell Fire Department requirements. N. Governor: The engine shall be equipped with an electronic isochronous governor capable of maintaining the engine speed from no load to full load within plus or minus .25% of the synchronous speed. O. The engine shall be a 24VDC starting system with starting motor and starter solenoid switch. 1. Batteries: One set of starting batteries with cables, steel battery rack, and heater shall be included for each starter. Batteries shall be sized for operation at -20F. 2. Batteries shall be heavy-duty lead acid type and rated not less than 225 Ampere hours each. 3. Batteries shall be capable of cranking generator a total of 2 minutes with 10 seconds on, one minute of cycles for a total of 12 cycles. 4. A float type battery charger shall maintain the starting batteries at full charge. The charger shall be suitable for wall mounting (or may be mounted in the generator control panel) and shall have the following features: a. b. c. d. e. f. g. 5. 24vdc output 1% steady-state voltage regulation from no load to full load over 10% AC input line voltage variation. LED lamps for charge state indication. Temperature compensated for ambient temperatures -40C to 70C. Potting for durability. Short-circuit and reverse polarity protection. UL1236 listed. There shall be a belt-driven battery charging alternator with regulator and charge rate ammeter for charging the batteries while the engine is running. P. Engine jacket water heater and thermostat shall be provided to maintain the engine jacket water at a temperature high enough to assure starting the engine and attaining rated voltage and frequency within 10 seconds. Ambient temperature of generator installation is 0F (outdoor) or 55F (indoor). The jacket heater shall be of the capacity recommended by the generator manufacturer to meet above conditions. Battery heater shall be thermostat controlled and shall keep battery at proper temperature. Q. Engine shall be provided with 110F ambient unit mounted radiator. Radiator shall have sufficient capacity to dissipate not less than total BTUs per hour rejected at 100% full load under the condition specified. Filler cap shall be designed for pressure relief. 1. R. Cooling system shall be provided with initial charge of permanent type anti-freeze solution containing rust inhibitor. The engine shall be equipped with safety shutdown and or prealarm contacts for: 1. 2. 3. 4. 5. UMass O’Leary Library January 18, 2013 Low lube oil pressure: prewarn and shutdown. High jacket water temperature: prewarn and shutdown. Over speed. Over crank. Low water level: prewarn. STANDBY GENERATOR PREPURCHASE: 260214 - 15 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 6. 7. 8. 9. 10. S. The following engine instruments shall be included in the generator control panel: 1. 2. 3. 4. 5. T. U. V. Low water temperature: prewarn. Low DC voltage. Low fuel. Fuel tank rupture. Ground fault. Lube oil pressure. Water temperature. DC voltmeter. Tachometer. Other instruments considered necessary by the Manufacturer. An exhaust silencer suitable for critical type silencing and complete with condensate drains shall be supplied of the size recommended by the generator set manufacturer, but in no case less than 14” (356mm). Silencer shall be equal to Maxim Model M51. An octane hand center frequency (in Hz) data sheet shall accompany all muffler shop drawings. Silencer shall include side inlet and companion flanges, mats, boxes, and gaskets. 1. A section of seamless, flexible stainless steel exhaust piping of the size and type recommended by the generator set manufacturer shall be provided to connect muffler to engine. Coordinate with mechanical contractor to provide flue assembly as required. 2. Silencer shall be located inside the generator housing 3. Exhaust flue shall rise 10 feet above the O’Leary building roof. Provide all required bracing, guy wires and supports required by the generator manufacturer. The engine and generator shall be close-coupled and mounted on a structural steel base designed to maintain proper alignment of the unit. 1. The unit shall be certified by the manufacturer to be free from any critical torsional vibrations within a range of plus or minus 10% of synchronous speed. 2. Vibration isolators shall be internal to the generator set – seismic. Generator shall be provided close coupled to engine and shall be built to the following standards: 1. Type shall be revolving field, 4 pole, single-bearing, drip-proof, permanent magnet type, with matching pitch characteristics for parallel operation. 2. Exciter shall be brushless, direct connected, fully tropicalized, SCR rectifiers, static voltage regulator, rheostat, with excellent motor starting capability. 3. Voltage regulation shall be +1% of any preset valve over the three-phase load range. Instantaneous voltage dip or rise when measured with an oscilloscope, shall not exceed 20% upon full load application or rejection, and will return to preset valve within 0.5 seconds. Voltage regulator shall be three phase sensing, provide V/Hz regulation, provide over voltage and under voltage protection, and shall include a solid-state circuit to remove excitation when generator is overloaded for more than 10 seconds. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 16 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc W. 4. Waveform shall be a deviation factor with an output voltage not exceeding 5% and the valve of any individual harmonic shall not exceed 2% of the fundamental harmonic when operating with an unbalanced load. 5. Temperature rise shall be temperature rise of any component will not exceed the rise permitted by NEMA and UL 2200 standards. 6. Rotor shall be one piece laminations welded and secured to shaft by a key and press fit. Amortisseur windings shall be installed and connected between poles as an aid to parallel operation and improve waveform during unbalanced loads. Field coil machine would on insulated pole body and securely braced. Rotor shall be statically and dynamically balanced. 7. Stator shall be one piece laminations welded together. Stator coils shall be form wound and placed in insulated slots. Stator shall be pressed and welded in a rigid steel frame. 8. Bearings shall be double sealed ball bearings, lubricated for life. 9. Insulation shall be NEMA Class H insulation. 10. Varnish shall be three coats modified polyester type and shall not support fungus growth. 11. Cooling shall be cast aluminum fan mounted on generator shaft. 12. Radio suppression shall be radiated or conducted radio interference shall not affect normal commercial apparatus. 13. Generator shall be built to handle a minimum of 100% harmonic loading from UPS, electronic ballasts, and variable frequency/soft start drives. The engine generator set shall include an oversized terminal box and combination engine generator control panel which shall be shock mounted at the generator end of the unit. Control panel meters shall have ½% accuracy, .3 Hz accuracy, shall read true RMS, be solid state with digital readout, and have diagnostic capability. This unit mounted panel shall include (but not be limited to) the following: 1. 2. 3. 4. 5. 6. 7. 8. Step Oil Protection. Voltage adjusting rheostat, +10%. Start-Stop. Electronic metering and current transformers with steppable outputs for frequency, volts, amperes, kW, and kVA. Running elapsed time meter. Automatic start/stop control. Over crank protection (manual reset). Safety shutdowns with indicating light and lamp test switch for: a. b. c. d. e. f. g. h. UMass O’Leary Library January 18, 2013 Low water temperature: Low oil pressure: High water temperature: Over speed: Over crank: Low water level. Low DC voltage. Low Fuel. STANDBY GENERATOR PREPURCHASE: 260214 - 17 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc i. X. 9. Selector Switch "Off, auto, manual" with red pilot light to flash when selector switch is in "off" position. 10. Provide (2) 250AF/125AT-breakers and (1) 200AF/150AT breaker generator mount, 100% rated electronic, type, molded case circuit breakers. Provide shunt trip accessory. All breakers 250A frame size and over shall have interchangeable rating plugs. Provide barrier between life safety and standby breakers. 11. Panel lights and duplex receptacles of GFI 120V AC type. 12. The control shall be designed to start the engine upon a closure of a remote contact and to shut down the engine when the remote contact is reopened. 13. The control must be manual reset following any fault condition. 14. Control power shall be from the engine start battery. 15. A communication adapter shall be provided to allow an RS232 device between generator remote PC, BMS, or other RS232 device. Device shall allow remote start, stop, operational parameters, and diagnostic codes to be accessed by a Windows based software package. The engine generator shall be supplied with a flush mount remote annunciator panel located in emergency electric room, with face plate, mounted to annunciation terminal strip to give remote indication of the following: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Y. Fuel Tank Rupture. Generator power. Battery charger malfunction Annunciator "off". High jacket water temperature Low water temperature Low oil pressure Low fuel Over speed Over crank Fuel tank rupture Low water level. Lamp test switch. Emergency Generator Weatherproof Sound Attenuated Housing 1. The engine generating set shall be factory installed in a weatherproof outdoor sound attenuated housing. The housing shall provide year-round generating set protection against adverse weather and environmental conditions. 2. The weatherproof housing shall be constructed of welded and bolted reinforced sheet steel, 14 gauge with a polyester powder baked paint finish, 3 microns thick, white. All metal parts shall be prime coated and finish painted. 3. The shelter assembly shall have fixed louvered air openings on front and sides with mesh screens covering side grating. . UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 18 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 4. Hinged double doors on each side and one (1) door in rear of the shelter shall allow easy access to engine generator and controls. All door handles shall be key lock design. Rust free stainless steel hinges and locks and zinc plated hardware. 5. 24 hour double walled fuel tank base, U/L listed, with low fuel and rupture alarm contacts. 6. Lube oil, coolant, and fumes disposal lines terminated on the base frame. 7. Exhaust silencing system housed within the enclosure for operator safety and maximum product life with a vertical air discharge. 8. Noise level shall not exceed 72 dBA at 23 feet with the unit operating at 100% of rating. 9. Provide field coordination as required. Manufacturer shall coordinate flue exhaust assembly and supports with structural and mechanical engineer to route exhaust piping to 10 feet above O’Leary building roof line. Z. After installation provide initial fill of all liquids as recommended by the manufacture. Electrical Contractor shall provide initial fill of diesel fuel oil tank (quantity equal to base tank nominal capacity). AA. Preliminary start-up and operating tests of the generator system with a load bank shall be conducted for a three-hour duration to assure that the system is complete and in proper working order, that all adjustments have been made, and that all deficiencies have been corrected. Engine alarm and shutdown features shall be function tested, including low oil pressure, high water temperature, over speed, and low water level. BB. Final tests, to be witnessed by the Architect and Engineer, shall be scheduled only after preliminary tests have been successfully completed. Testing shall be in accordance with NFPA 110. Readings shall be taken in fifteen (15) minute intervals and results issued to Engineer as follows: 1. 2. 3. 4. 5. 6. 7. 8. 9. CC. Ambient temperature. Engine jacket water temperature. Generator temperature. Oil pressure. Battery charger rate. AC volts (all legs). AC amps (all legs). Engine air exhaust temperature. Decibel readings with sound meter at 50’ (15.24m) in all directions. Test loading shall be: 1. 2. 3. 4. UMass O’Leary Library January 18, 2013 25% rated for 30 minutes. 50% rated for 30 minutes. 75% rated for 1 hour. 100% rated for 2 hours. STANDBY GENERATOR PREPURCHASE: 260214 - 19 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc DD. Tests shall be made with the door to the enclosure or room in which the generator is located in the closed position. Generator start will be verified by simulated power failure by turning off main or generator ATS breaker. The test shall be made by use of a load bank sized at the full kilowatt rating of the generator system. This load bank shall be furnished by the supplier of the engine generator unit and shall be connected to the generator terminals as one complete and full unit of kilowatt load. This load bank shall be applied to the generator terminals only after the generator has reached its full voltage output. As part of generator test, transfer all ATS to emergency position and check that all devices connected to the generator are in proper working order. The supplier of this equipment shall provide lube oil in the engine, if the engine generator unit should fail the initial test run, as determined by the Engineer, a second similar test run shall be performed after the proper corrective measures have been implemented. 1. The portable load bank shall be furnished for each additional test, should the initial test not be accepted. EE. Deliver test reports, maintenance manuals and warranties to the Engineer after the completion of a successful test. FF. Provide wiring from the alarm contacts to the fire alarm control panel for: 1. 2. 3. 4. Generator not in auto Generator carrying load fault (common alarm) Battery charger not functioning Common alarm PART 3 - EXECUTION 3.1 INSTALLATION A. 3.2 CAPACITY AND GUARANTEE A. 3.3 Provide all material for generator at designated area in accordance with applicable codes and standard industry practices, and the generator manufacturer's recommended procedures. The Owner and the Engineer will arrange for an on-site performance test of the generator, to be conducted in the presence of the OEM and Engineer, under the supervision of a qualified disinterested third party. This test is in addition to any testing required by this section. Consult Supplemental Conditions Performance Testing paragraph, for guidelines and Generator Supplier capability penalties. WARRANTY A. Upon completion, the Generator Supplier shall issue a written warranty, duly authorized, covering the following: 1. 3.4 The generator carry the supplier's warranty against defects in material, workmanship and operating deficiencies for a period of two (2) years from the date the generator is accepted by the Owner. GENERATOR SERVICE CONTRACT A. The Generator Supplier shall furnish "gratis" to the Owner a two (2) year Contract, effective from date of installation of maintenance and inspection service of the manufacturer's equipment with a minimum of four (4) inspections during the Contract. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 20 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc 3.5 3.6 OPERATING INSTRUCTIONS AND MAINTENANCE MANUALS A. Instruct to the Owner's satisfaction such persons as the Owner designated in the proper operation and maintenance of the systems and their parts. B. Furnish in accordance with the GENERAL REQUIREMENTS, operating and maintenance manuals and forward same to the Engineer for transmittal to the Owner. C. Operating instructions shall be specific for each system and shall include copies of posted specific instructions. D. For maintenance purposes, provide shop drawings, parts lists, Specifications and manufacturer's maintenance bulletins for each piece of equipment. E. Provide name, address and telephone number of the manufacturer's representative and service company for each piece of equipment so that service or spare parts can be readily obtained. F. On completion of the work under this Contract, arrange for a qualified technical representative or representatives of the manufacturer or manufacturers of the equipment or system involved to instruct Owner's operating personnel in the proper operation and maintenance of all equipment and systems. MANUFACTURER'S TECHNICAL REPRESENTATIVE A. 3.7 Arrange for the manufacturer to have a qualified technical representative present at the time of installation and start up of their equipment to supervise installation, adjustments and final tests in accordance with their recommendations: ON SITE TESTING A. The generator set shall be tested as defined below by the manufacturers authorized dealer to show it is free of any defects and will start automatically and carry full load. This testing is to be performed at the jobsite. Testing shall be completed in the presence of the owner’s engineer or his appointed representative. With the exception of fuel, all consumables necessary for testing shall be furnished by the bidder. Any defects which become evident during the test shall be corrected by the bidder at his own expense. B. Proper operation of the following shall be demonstrated: C. 1. All auxiliary equipment supplied to this specification. 2. Starting and charging system components. 3. All controls, engine shutdowns, and safety devices After installation provide initial fill of all liquids as recommended by Manufacturer. Provide initial fill of diesel fuel oil tank quantity equal to tank nominal capacity. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 21 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc D. Preliminary start-up and operating tests of the generator system with a load bank shall be conducted for three (3) hour duration to assure that the system is complete and in proper working order, that all adjustments have been made, and that all deficiencies have been corrected. Engine alarm and shutdown features shall be function tested, including low oil pressure, high water temperature, over speed and low water level. E. Final tests to be witnessed by the Engineer shall be scheduled only after preliminary tests have been successfully completed. Testing shall be in accordance with NFPA 110. Readings shall be taken in fifteen (15) minute intervals and results issued to Engineer as follows: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Ambient temperature Engine jacket water temperature Generator temperature Oil pressure Battery charger rate AC volts (all legs) AC amps (all legs) Engine air exhaust temperature Decibel readings with sound meter at 50 feet in all directions Test loading shall be: a. 25% rated for 30 minutes b. 50% rated for 30 minutes c. 75% rated for 1 hour d. 100% rated for 2 hours 11. Tests shall be made with the doors to the enclosure in which the generator is located maintained in the closed position. Generator start will be verified by simulated power failure by turning off main or generator ATS breaker. The test shall be made by use of a load bank sized at the full kilowatt rating of the generator system. This load bank shall be furnished by the supplier of the engine generator unit and shall be connected to the generator terminals as one complete and full unit of kilowatt load. This load bank shall be applied to the generator terminals only after the generator has reached its full voltage output. As part of generator test, transfer all ATS to emergency position and check all devices connected to the generator are in proper working order. 12. The supplier of this equipment shall provide lube oil in the engine, and also drain and refill the engine with new lube oil after all initial liquid engine fills and the engine generator unit should fail the initial test run, as determined by the Engineer, a second similar test run shall be performed after the proper corrective measures have been implemented. Replace engine lube oil again after the second test. If any additional tests are required to prove the performance of the engine-generator, lube oil shall be replaced after each such test run. 13. Test the completed generator system including all transfer switches with actual connected load banks for one hundred percent of total generator capacity. Load banks shall be sized for a minimum of one hundred percent of the system rating in kW. Simulate power failure and verify operation of all transfer switches and timing sequenced both on loading and unloading of the generator system. Record information as required in previous tests. The portable load bank shall be furnished at no cost for each additional test, should the initial test not be accepted. 14. UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 22 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc F. Deliver test reports, maintenance manuals and warranties to Owner and Engineer at completion of successful test. END OF SECTION UMass O’Leary Library January 18, 2013 STANDBY GENERATOR PREPURCHASE: 260214 - 23 C:\Users\Heather_Tziotziouras\Documents\260214 Standby Generator Prepurchase.doc ATTACHMENT A PRICING SHEET – Bid # CL13-HT-0029 UNIVERSITY OF MASSACHUSETTS LOWELL Pricing: Standby Generator $___________ Automatic Transfer Switches $___________ Shipping & Handling $___________ TOTAL PRICE $___________ *Total Price should include the Warranty as stated in the Bid and installation* The Bid includes Addenda numbered ________________ In addition to the bid amounts stated above, we agree to abide by all the terms and conditions set out in the Bid. _______________________________________ Vendor _______________________________________________ Address ________________________________________________ The awarding Contractor must agree to comply with all applicable Prevailing Wage Rates. By signing this form, the Contractor agrees to pay the applicable Prevailing Wage Rate.